Bank of America, N.A.
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 1 (800) 432-1000 Technical support: 1 (800) 933-6262 Credit card support: 1 (800) 732-9194 Headquarters: Charlotte, NC CEO: Brian T. Moynihan (Jan 1, 2010–) Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America, N.A. 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, N.A.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bank of America, N.A. Employees
Employee
Years
Job
Industry
Mark Henson Mark Henson's Bank of America, N.A. Experience 1993 - 1995
Job Vice President & Assistant Manager at Zions First National Bank
Industry Financial Services
Experience
Zions First National Bank August 2014 - Present
Zions First National Bank January 2003 - August 2014
State Street Bank May 1997 - December 2002
U.S. Bank, N.A. 1995 - May 1997
Bank of America, N.A. 1993 - 1995
Skills
Bonds, Banking, Portfolio Management, Asset Managment, Finance, Investments, Risk Management, Fixed Income, Cash Management, Securities, Asset Management, Capital Markets, Mergers & Acquisitions
Education
Claremont Graduate University 1990 — 1992
MA, Economics
California State University-Fullerton
BA, Economics
Zions First National Bank August 2014 - Present
Zions First National Bank January 2003 - August 2014
State Street Bank May 1997 - December 2002
U.S. Bank, N.A. 1995 - May 1997
Bank of America, N.A. 1993 - 1995
Skills
Bonds, Banking, Portfolio Management, Asset Managment, Finance, Investments, Risk Management, Fixed Income, Cash Management, Securities, Asset Management, Capital Markets, Mergers & Acquisitions
Education
Claremont Graduate University 1990 — 1992
MA, Economics
California State University-Fullerton
BA, Economics
Law Yolanda Law Yolanda's Bank of America, N.A. Experience October 2002 - June 2004
Job Vice President at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wells Fargo Bank, N.A. July 2004 - Present
Bank of America, N.A. October 2002 - June 2004
Skills
Banking, Loans, Mortgage Lending, Credit, Commercial Lending, Risk Management, Financial Services, Strategic Planning, Relationship Management, Customer Service, Portfolio Management, Program Management, Team Building, Financial Analysis, Underwriting, Leadership, Microsoft Office
Education
Wake Forest University - Babcock Graduate School of Management 2014 — 2015
Master’s Degree, Business Administration and Management, General
Rochester Institute of Technology
Bachelor’s Degree, Accounting and Business/Management
Wells Fargo Bank, N.A. July 2004 - Present
Bank of America, N.A. October 2002 - June 2004
Skills
Banking, Loans, Mortgage Lending, Credit, Commercial Lending, Risk Management, Financial Services, Strategic Planning, Relationship Management, Customer Service, Portfolio Management, Program Management, Team Building, Financial Analysis, Underwriting, Leadership, Microsoft Office
Education
Wake Forest University - Babcock Graduate School of Management 2014 — 2015
Master’s Degree, Business Administration and Management, General
Rochester Institute of Technology
Bachelor’s Degree, Accounting and Business/Management
ramoan madison ramoan madison's Bank of America, N.A. Experience September 1997 - May 2009
Job Business Analyst at Mayday MFG
Industry Computer Software
Experience
Mayday MFG April 2014 - Present
Mayday MFG November 2013 - April 2014
Mayday MFG April 2013 - November 2013
Kroger February 2012 - April 2013
BANK OF AMERICA NA September 1997 - May 2009
National Processing Company July 1994 - September 1997
Skills
Help Desk Support, Computer Operations, Midrange, Unix Operating Systems, Netbackup, Silos, Customer Service, Backup & Restore, Data Migration, Remittance Processing, Disaster Recovery, Troubleshooting, Technical Support, Servers, AIX, Unix, Unix Shell Scripting
Education
DeVry Institute of Technology 1994 — 1999
Bachelors Degree, Computer Science
DeVry University 1994 — 1999
Bachelor's degree, Computer Science
Joe T. Robinson High
Mayday MFG April 2014 - Present
Mayday MFG November 2013 - April 2014
Mayday MFG April 2013 - November 2013
Kroger February 2012 - April 2013
BANK OF AMERICA NA September 1997 - May 2009
National Processing Company July 1994 - September 1997
Skills
Help Desk Support, Computer Operations, Midrange, Unix Operating Systems, Netbackup, Silos, Customer Service, Backup & Restore, Data Migration, Remittance Processing, Disaster Recovery, Troubleshooting, Technical Support, Servers, AIX, Unix, Unix Shell Scripting
Education
DeVry Institute of Technology 1994 — 1999
Bachelors Degree, Computer Science
DeVry University 1994 — 1999
Bachelor's degree, Computer Science
Joe T. Robinson High
Gregory Cabrera Gregory Cabrera's Bank of America, N.A. Experience August 2001 - January 2007
Job Research Cowboy at State Farm
Industry Market Research
Experience
State Farm December 2013 - Present
Apex Systems October 2012 - November 2013
Human Terrain System January 2010 - September 2012
MetroED January 2009 - January 2010
Smart Revenue January 2009 - September 2009
Opportunity Fund December 2007 - June 2008
Miller Okumoto, Inc. 2007 - May 2008
San Jose State University - Applied Anthropology MA Program 2006 - 2008
Mercedes-Benz Research and Development, N.A. formally DaimlerChrysler RDNA June 2007 - December 2007
Bank of America, N.A. August 2001 - January 2007
Skills
Data Collection, Cultural Analysis, Ethnography, Qualitative Research, Research, Focus Groups, Non-profits, Data Analysis, Analysis, Cool factor, Having fun, Keeping it real, Staying positive, Bringing people together, Trustworthy, Reputable, Research design, Working through change, Higher Education, Program Evaluation, Leadership, Nonprofits, Teaching, Teamwork, Research Design, Social Sciences, Entrepreneurship, Marketing Research, Strategy, Survey Design, Quantitative Research, SPSS, Report Writing, Training, Program Management, Fundraising, Interviews, Government, Survey Research, Keeping It Real
Education
San Jose State University 2006 — 2008
M.A., Applied Anthropology
San Jose State University 2004 — 2006
B.A., Anthropology
State Farm December 2013 - Present
Apex Systems October 2012 - November 2013
Human Terrain System January 2010 - September 2012
MetroED January 2009 - January 2010
Smart Revenue January 2009 - September 2009
Opportunity Fund December 2007 - June 2008
Miller Okumoto, Inc. 2007 - May 2008
San Jose State University - Applied Anthropology MA Program 2006 - 2008
Mercedes-Benz Research and Development, N.A. formally DaimlerChrysler RDNA June 2007 - December 2007
Bank of America, N.A. August 2001 - January 2007
Skills
Data Collection, Cultural Analysis, Ethnography, Qualitative Research, Research, Focus Groups, Non-profits, Data Analysis, Analysis, Cool factor, Having fun, Keeping it real, Staying positive, Bringing people together, Trustworthy, Reputable, Research design, Working through change, Higher Education, Program Evaluation, Leadership, Nonprofits, Teaching, Teamwork, Research Design, Social Sciences, Entrepreneurship, Marketing Research, Strategy, Survey Design, Quantitative Research, SPSS, Report Writing, Training, Program Management, Fundraising, Interviews, Government, Survey Research, Keeping It Real
Education
San Jose State University 2006 — 2008
M.A., Applied Anthropology
San Jose State University 2004 — 2006
B.A., Anthropology
Karri Alecia Yurkovich's Bank of America, N.A. Experience January 2012 - June 2015
Job Paralegal for General Counsel of Primelending, A Plains Capital Company
Industry Legal Services
Experience
PrimeLending June 2015 - Present
Bank of America, N.A. January 2012 - June 2015
Glast, Phillips & Murray, P.C. November 2011 - January 2012
Spigner & Thompson, PLLC January 2010 - November 2011
Law Office of Ernest A. Laun August 2002 - December 2009
Williamson & Associates P.C. October 2001 - August 2002
The Andersons August 2000 - June 2001
Loughmiller & DePlaza, P.C. June 1999 - July 2000
Allstate Insurance Company March 1999 - June 1999
Skills
Bankruptcy, Corporate Law, Personal Injury, Westlaw, Legal Research, Real Estate, Legal Writing, Civil Litigation, Litigation Support, Mediation, Litigation, Family Law, Courts, Pleadings, Insurance, Probate, Estate Planning, Document Review, Typing, Legal Support, Outlook, Notary Public, Microsoft Office, Research, Word, Commercial Litigation, Depositions, Trial Preparation, Contract Negotiation, PowerPoint, Excel, Legal Services, Wills, Administrative Support, Legal Documents, Foreclosures, Leases, Public Speaking, Writing, Claims, Intellectual Property, WordPerfect, Arbitration, Compliance, Editing, Product Liability, Criminal Law, Loss Mitigation, Loans, Mortgage Lending
Education
University of Oklahoma 2010 — 2012
MLS, Liberal Studies
University of Oklahoma 2002 — 2004
BA, Liberal Studies
Collin County Community College 1999 — 2001
AA, Paralegal Studies
PrimeLending June 2015 - Present
Bank of America, N.A. January 2012 - June 2015
Glast, Phillips & Murray, P.C. November 2011 - January 2012
Spigner & Thompson, PLLC January 2010 - November 2011
Law Office of Ernest A. Laun August 2002 - December 2009
Williamson & Associates P.C. October 2001 - August 2002
The Andersons August 2000 - June 2001
Loughmiller & DePlaza, P.C. June 1999 - July 2000
Allstate Insurance Company March 1999 - June 1999
Skills
Bankruptcy, Corporate Law, Personal Injury, Westlaw, Legal Research, Real Estate, Legal Writing, Civil Litigation, Litigation Support, Mediation, Litigation, Family Law, Courts, Pleadings, Insurance, Probate, Estate Planning, Document Review, Typing, Legal Support, Outlook, Notary Public, Microsoft Office, Research, Word, Commercial Litigation, Depositions, Trial Preparation, Contract Negotiation, PowerPoint, Excel, Legal Services, Wills, Administrative Support, Legal Documents, Foreclosures, Leases, Public Speaking, Writing, Claims, Intellectual Property, WordPerfect, Arbitration, Compliance, Editing, Product Liability, Criminal Law, Loss Mitigation, Loans, Mortgage Lending
Education
University of Oklahoma 2010 — 2012
MLS, Liberal Studies
University of Oklahoma 2002 — 2004
BA, Liberal Studies
Collin County Community College 1999 — 2001
AA, Paralegal Studies
Alan Parmer Alan Parmer's Bank of America, N.A. Experience November 2004 - November 2013
Job Executive Director | Chief Financial Officer at Maritimus Group, LLC
Industry Executive Office
Experience
Maritimus Group, LLC December 2013 - Present
Bank of America, N.A. November 2004 - November 2013
BB&T Branch Banking & Trust Co. 1999 - 2002
Skills
Process Improvement, Managing Risk, Enterprise Operations, Sales Management, Strategic Planning, Marketing Communications, Enterprise..., Performance Improvement, Performance Management, Integrated Project..., Instructor-led Training, Organizational..., Operations Control, Building Relationships, Human Resource Planning, Data Analysis, Quality Improvement, Management, Risk Management, Customer Service, Leadership, Credit, Sales, Training, Banking
Education
Dalton State College 2000 — 2003
Associate of Arts (A.A.), Economics
Maritimus Group, LLC December 2013 - Present
Bank of America, N.A. November 2004 - November 2013
BB&T Branch Banking & Trust Co. 1999 - 2002
Skills
Process Improvement, Managing Risk, Enterprise Operations, Sales Management, Strategic Planning, Marketing Communications, Enterprise..., Performance Improvement, Performance Management, Integrated Project..., Instructor-led Training, Organizational..., Operations Control, Building Relationships, Human Resource Planning, Data Analysis, Quality Improvement, Management, Risk Management, Customer Service, Leadership, Credit, Sales, Training, Banking
Education
Dalton State College 2000 — 2003
Associate of Arts (A.A.), Economics
Shanese N. Brown, MBA Shanese N. Brown, MBA's Bank of America, N.A. Experience March 2009 - Present
Job AVP; Associate Vendor Relationship Manager at Bank of America, N.A.
Industry Banking
Experience
Bank of America, N.A. March 2009 - Present
Bank of America 2009 - 2011
Skills
Loans, Mortgage Banking, Credit, Mortgage Lending, Banking, Consumer Lending, Process Improvement, Leadership, Loss Mitigation, Customer Service, Refinance, Loan Origination, Team Building, Small Business Lending, Sales
Education
Point Park University 2005 — 2007
MBA, Business Management
Point Park University 2005 — 2007
Master's degree, Business Administration, Management and Operations
Bank of America, N.A. March 2009 - Present
Bank of America 2009 - 2011
Skills
Loans, Mortgage Banking, Credit, Mortgage Lending, Banking, Consumer Lending, Process Improvement, Leadership, Loss Mitigation, Customer Service, Refinance, Loan Origination, Team Building, Small Business Lending, Sales
Education
Point Park University 2005 — 2007
MBA, Business Management
Point Park University 2005 — 2007
Master's degree, Business Administration, Management and Operations
Danny Leon Danny Leon's Bank of America, N.A. Experience April 2012 - January 2014
Job Second Assistant Vice President, Default Administration at SLS
Industry Financial Services
Experience
SLS February 2014 - Present
Bank of America, N.A. April 2012 - January 2014
Bank of America, N.A. September 2010 - April 2012
Skyline Group June 2009 - September 2010
REO Capital Group September 2009 - May 2010
LifeTips, Inc. and IdeaLaunch.com May 2008 - June 2009
iClimber August 2007 - April 2008
Submit Express March 2006 - April 2008
Express Photocopy Service, Inc. March 2000 - March 2006
Skills
SEM, SEO, Social Media, Content Marketing, Marketing, Content Development, PPC, Online Advertising, Social Media Marketing, Email Marketing, Web Marketing, Sales, Copywriting, Website Development, Web Analytics, Google Analytics, Affiliate Marketing, Google Adwords, Lead Generation, Salesforce.com, Advertising, Business Development, Strategy
Education
California State University-Northridge 2000 — 2005
Bachelors of Science, Business Law
Moorpark College 2000 — 2001
Associate Degree, GED
Moorpark High School 1997 — 2000
High School Diploma, GED
SLS February 2014 - Present
Bank of America, N.A. April 2012 - January 2014
Bank of America, N.A. September 2010 - April 2012
Skyline Group June 2009 - September 2010
REO Capital Group September 2009 - May 2010
LifeTips, Inc. and IdeaLaunch.com May 2008 - June 2009
iClimber August 2007 - April 2008
Submit Express March 2006 - April 2008
Express Photocopy Service, Inc. March 2000 - March 2006
Skills
SEM, SEO, Social Media, Content Marketing, Marketing, Content Development, PPC, Online Advertising, Social Media Marketing, Email Marketing, Web Marketing, Sales, Copywriting, Website Development, Web Analytics, Google Analytics, Affiliate Marketing, Google Adwords, Lead Generation, Salesforce.com, Advertising, Business Development, Strategy
Education
California State University-Northridge 2000 — 2005
Bachelors of Science, Business Law
Moorpark College 2000 — 2001
Associate Degree, GED
Moorpark High School 1997 — 2000
High School Diploma, GED
Henry Abendano Henry Abendano's Bank of America, N.A. Experience June 2012 - January 2014
Job Loan Officer at Horizons Financial Services
Industry Financial Services
Experience
Horizons Financial Services August 2005 - Present
Bank of America, N.A. June 2012 - January 2014
Education
Kensington College 2011 — 2012
Certification, Paralegal Studies
California State University-Fullerton 2004 — 2005
Certification, Mortgage Lending
The Philippine Women's University 1979 — 1983
Bachelor of Arts (B.A.), Economics
Horizons Financial Services August 2005 - Present
Bank of America, N.A. June 2012 - January 2014
Education
Kensington College 2011 — 2012
Certification, Paralegal Studies
California State University-Fullerton 2004 — 2005
Certification, Mortgage Lending
The Philippine Women's University 1979 — 1983
Bachelor of Arts (B.A.), Economics
Karen Slyapich's Bank of America, N.A. Experience January 2011 - November 2013
Job Manager / Paralegal at Stoller Law Group
Industry Law Practice
Experience
Stoller Law Group March 2014 - Present
Bank of America, N.A. January 2011 - November 2013
Brownstein & Brownstein, LLP March 2009 - January 2011
Lawrence C. Meyerson, a PLC April 1996 - March 2008
Skills
Mortgage Servicing, Civil Litigation, Bankruptcy, Team Management, Westlaw, Amicus, Best Case, Legal Solutions, WinAirForms, Mortgage Resolution, Legal Assistance, Legal Writing, Legal Advice, Management, Real Estate, Mediation, Legal Research, Commercial Litigation, Personal Injury, Pleadings, Courts, Litigation
Education
California State University-Dominguez Hills
Stoller Law Group March 2014 - Present
Bank of America, N.A. January 2011 - November 2013
Brownstein & Brownstein, LLP March 2009 - January 2011
Lawrence C. Meyerson, a PLC April 1996 - March 2008
Skills
Mortgage Servicing, Civil Litigation, Bankruptcy, Team Management, Westlaw, Amicus, Best Case, Legal Solutions, WinAirForms, Mortgage Resolution, Legal Assistance, Legal Writing, Legal Advice, Management, Real Estate, Mediation, Legal Research, Commercial Litigation, Personal Injury, Pleadings, Courts, Litigation
Education
California State University-Dominguez Hills
Margarita Gigi Maceda Margarita Gigi Maceda's Bank of America, N.A. Experience April 2000 - April 2004
Job California Licensed Professional Fiduciary
Industry Financial Services
Experience
The Coachella Valley Fund (The Community Foundation serving Riverside & San Bernardino Counties) May 2015 - Present
Margarita Maceda Professional Fiduciary January 2010 - Present
Margarita Maceda ~ Fiduciary Services, Inc. January 2010 - Present
United Cerebral Palsy of The Inland Empire January 2010 - Present
Desert Estate Planning Council September 2005 - Present
Palm Desert Golf Cart Parade October 2004 - Present
PFF Bank & Trust June 2004 - January 2010
Bank of America, N.A. April 2000 - April 2004
Union Bank of California October 1986 - October 2000
Skills
Trusts, Powers of Attorney, Investments, Estate Law, Private Banking, Guardianship, Trust Services, Fiduciary, Estate Planning, Portfolio Management, Real Estate, Wealth Management, Estate Administration, Retirement Planning, Fiduciary Services, Microsoft Office, Securities, High Net Worth..., Long-term Care, Estate Tax Planning, Wills, Wealth, Wealth Management..., Investment Advisory
Education
San Francisco State University, College of Business 1984 — 1985
Business Administration
College of San Mateo 1982 — 1984
A.S., Computer Science - Business Applications
Boston University
CTFA Certification, Trust & Financial Management
The Coachella Valley Fund (The Community Foundation serving Riverside & San Bernardino Counties) May 2015 - Present
Margarita Maceda Professional Fiduciary January 2010 - Present
Margarita Maceda ~ Fiduciary Services, Inc. January 2010 - Present
United Cerebral Palsy of The Inland Empire January 2010 - Present
Desert Estate Planning Council September 2005 - Present
Palm Desert Golf Cart Parade October 2004 - Present
PFF Bank & Trust June 2004 - January 2010
Bank of America, N.A. April 2000 - April 2004
Union Bank of California October 1986 - October 2000
Skills
Trusts, Powers of Attorney, Investments, Estate Law, Private Banking, Guardianship, Trust Services, Fiduciary, Estate Planning, Portfolio Management, Real Estate, Wealth Management, Estate Administration, Retirement Planning, Fiduciary Services, Microsoft Office, Securities, High Net Worth..., Long-term Care, Estate Tax Planning, Wills, Wealth, Wealth Management..., Investment Advisory
Education
San Francisco State University, College of Business 1984 — 1985
Business Administration
College of San Mateo 1982 — 1984
A.S., Computer Science - Business Applications
Boston University
CTFA Certification, Trust & Financial Management
Robert Valentino's Bank of America, N.A. Experience July 2008 - Present
Job Assistant Vice President/Asset Manager at Bank of America, N.A.
Industry Real Estate
Experience
Bank of America, N.A. July 2008 - Present
Bank of America November 2005 - July 2008
Citi Bank,Home Team Mortgage & PrimeLending October 2001 - November 2005
Skills
Loans, Mortgage Lending, Credit, Risk Management, Credit Analysis, Business Development, Needs Analysis, Business Planning, Consulting, Contract Negotiation, Competitive Analysis, REO, Employee Training, Project Management, Leadership, Investment Properties, FHA, Loan Origination, Mortgage Banking, Real Estate, Real Estate Transactions, Sales, Foreclosures, Asset Management
Education
Texas A&M University 1993 — 1997
Bank of America, N.A. July 2008 - Present
Bank of America November 2005 - July 2008
Citi Bank,Home Team Mortgage & PrimeLending October 2001 - November 2005
Skills
Loans, Mortgage Lending, Credit, Risk Management, Credit Analysis, Business Development, Needs Analysis, Business Planning, Consulting, Contract Negotiation, Competitive Analysis, REO, Employee Training, Project Management, Leadership, Investment Properties, FHA, Loan Origination, Mortgage Banking, Real Estate, Real Estate Transactions, Sales, Foreclosures, Asset Management
Education
Texas A&M University 1993 — 1997
Jennifer Morrissey Jennifer Morrissey's Bank of America, N.A. Experience May 2007 - September 2012
Job StayAtHome Mom
Industry Management Consulting
Experience
Stay-At-Home Mom August 2014 - Present
Wells Fargo Bank, N.A. October 2012 - August 2014
Bank of America, N.A. May 2007 - September 2012
Skills
Management, Retail Banking, Sales Management, Compliance, Staff Development, Team Building, Corporate Communications, Community Outreach, Cold Calling, Interviews, Classroom, E-Learning, Microsoft Excel, Managerial Finance, HR Policies, Internet, Internal Audit, Internal Communications, K-12, Lead Generation, Microsoft Office, Microsoft Word, Social Media, New Business Development, Networking, Organization, PowerPoint, Proofreading, Strategic Partnerships, Tutoring, Translation, Typing, Windows, Youth Development, Youth Mentoring, Sales, Banking, Customer Service, Lines Of Credit, Employee Training, Consumer Lending, Small Business Lending, Outlook, Home Equity Loans, Home Equity Lines of..., Branch Management, Deposits, Loan Origination, Cross Selling, Retail
Education
Richard Stockton College of New Jersey 2004 — 2007
Bachelor of Arts (BA), Business Administration and Management, General
West Virginia University 2004 — 2005
Fordham University 2003 — 2003
Stay-At-Home Mom August 2014 - Present
Wells Fargo Bank, N.A. October 2012 - August 2014
Bank of America, N.A. May 2007 - September 2012
Skills
Management, Retail Banking, Sales Management, Compliance, Staff Development, Team Building, Corporate Communications, Community Outreach, Cold Calling, Interviews, Classroom, E-Learning, Microsoft Excel, Managerial Finance, HR Policies, Internet, Internal Audit, Internal Communications, K-12, Lead Generation, Microsoft Office, Microsoft Word, Social Media, New Business Development, Networking, Organization, PowerPoint, Proofreading, Strategic Partnerships, Tutoring, Translation, Typing, Windows, Youth Development, Youth Mentoring, Sales, Banking, Customer Service, Lines Of Credit, Employee Training, Consumer Lending, Small Business Lending, Outlook, Home Equity Loans, Home Equity Lines of..., Branch Management, Deposits, Loan Origination, Cross Selling, Retail
Education
Richard Stockton College of New Jersey 2004 — 2007
Bachelor of Arts (BA), Business Administration and Management, General
West Virginia University 2004 — 2005
Fordham University 2003 — 2003
Patricia Grace Suazo's Bank of America, N.A. Experience 2005 - 2013
Job Business Systems Analyst Operational Process & Systems Integration
Industry Financial Services
Experience
Carrington Holding Company, LLC September 2014 - Present
Stearns Lending 2013 - Present
Bank of America, N.A. 2005 - 2013
Downey Savings 2003 - 2005
Bank of America 2001 - 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, PowerPoint, Outlook, HTML, Project Management, SQL, Nonprofits, Analysis, Data Analysis, MS Project, SharePoint, Risk Management, Visio, Banking, Access, Business Analysis, Call Centers, Databases, Coaching, Process Improvement
Education
California State University-Long Beach 1998 — 2002
International Business, International Business
University of Phoenix
Master of Business Administration (M.B.A.), Business Administration and Management, General
Carrington Holding Company, LLC September 2014 - Present
Stearns Lending 2013 - Present
Bank of America, N.A. 2005 - 2013
Downey Savings 2003 - 2005
Bank of America 2001 - 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, PowerPoint, Outlook, HTML, Project Management, SQL, Nonprofits, Analysis, Data Analysis, MS Project, SharePoint, Risk Management, Visio, Banking, Access, Business Analysis, Call Centers, Databases, Coaching, Process Improvement
Education
California State University-Long Beach 1998 — 2002
International Business, International Business
University of Phoenix
Master of Business Administration (M.B.A.), Business Administration and Management, General
Tina Mroczkowski, Attorney at Law Tina Mroczkowski, Attorney at Law's Bank of America, N.A. Experience April 2001 - August 2005
Job Attorney at Bowman, George, Scheb, Kimbrough, Koach & Chapman, P.A.
Industry Law Practice
Experience
Bowman, George, Scheb, Kimbrough, Koach & Chapman, P.A. September 2015 - Present
Shutts & Bowen LLP October 2014 - August 2015
Community Foundation of Sarasota County, LLC January 2012 - October 2014
Faermark & Williams, LLC August 2005 - December 2011
Bank of America, N.A. April 2001 - August 2005
Skills
Estate Planning and..., Trusts, Philanthropy, Nonprofits, Corporate Law, Wills, Estate Tax Planning, Estate and Gift Taxation, Gift Tax, Powers of Attorney, Trust Administration, Tax Exempt Organizations, Tax Planning, Real Property, Estate and Gift Tax..., Gift Tax Returns
Education
DePaul University College of Law 2002 — 2004
LLM, Tax Law/Taxation, With Honors
The John Marshall Law School 1993 — 1996
Doctor of Law (J.D.), With Honors
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Science (B.S.), Finance, Dean's List, With Honors
Bowman, George, Scheb, Kimbrough, Koach & Chapman, P.A. September 2015 - Present
Shutts & Bowen LLP October 2014 - August 2015
Community Foundation of Sarasota County, LLC January 2012 - October 2014
Faermark & Williams, LLC August 2005 - December 2011
Bank of America, N.A. April 2001 - August 2005
Skills
Estate Planning and..., Trusts, Philanthropy, Nonprofits, Corporate Law, Wills, Estate Tax Planning, Estate and Gift Taxation, Gift Tax, Powers of Attorney, Trust Administration, Tax Exempt Organizations, Tax Planning, Real Property, Estate and Gift Tax..., Gift Tax Returns
Education
DePaul University College of Law 2002 — 2004
LLM, Tax Law/Taxation, With Honors
The John Marshall Law School 1993 — 1996
Doctor of Law (J.D.), With Honors
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Science (B.S.), Finance, Dean's List, With Honors
David Parr's Bank of America, N.A. Experience November 1998 - Present
Job Associate General Counsel at Bank of America, N.A.
Industry Financial Services
Experience
Bank of America, N.A. November 1998 - Present
Education
Boston University School of Law 1985 — 1988
Master of Laws (LL.M.), Tax Law/Taxation
Syracuse University College of Law 1980 — 1983
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
Trinity College-Hartford 1976 — 1979
Bachelor's Degree, English Language and Literature/Letters
Bank of America, N.A. November 1998 - Present
Education
Boston University School of Law 1985 — 1988
Master of Laws (LL.M.), Tax Law/Taxation
Syracuse University College of Law 1980 — 1983
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
Trinity College-Hartford 1976 — 1979
Bachelor's Degree, English Language and Literature/Letters
James Boney James Boney's Bank of America, N.A. Experience May 1994 - April 2007
Job Vice President at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. April 2007 - Present
Bank of America, N.A. May 1994 - April 2007
The Federal Reserve Bank of Chicago April 1988 - May 1994
Skills
Banking, Management, Investments, CRM, Retirement Planning, Mutual Funds, Risk Management
Education
DePaul University
Master of Business Administation, Finance, General
University of Illinois at Chicago
Bachelor of Science (BS), Finance, General
Wells Fargo Bank, N.A. April 2007 - Present
Bank of America, N.A. May 1994 - April 2007
The Federal Reserve Bank of Chicago April 1988 - May 1994
Skills
Banking, Management, Investments, CRM, Retirement Planning, Mutual Funds, Risk Management
Education
DePaul University
Master of Business Administation, Finance, General
University of Illinois at Chicago
Bachelor of Science (BS), Finance, General
Claudia L. Thomas Claudia L. Thomas's Bank of America, N.A. Experience October 2012 - September 2014
Job Sr. Paralegal/Office Manager
Industry Law Practice
Experience
Thomas Price PLLC December 2012 - Present
BANK OF AMERICA, N.A. October 2012 - September 2014
Law Office of Domingo Garcia, P.C. 2010 - 2012
Chad West, PLLC 2009 - 2010
HY-CITE, CORP 2006 - 2008
Skills
Spanish, English,..., Leadership Qualities, Legal Research and..., Client Relations, Expertise with Legal..., Litigation, Real..., Legal Document..., Strong Communication..., Corporate Law, Legal Documents, Litigation, Legal Writing, Appeals
Education
EC College
ABA Approved Paralegal Associate Degree, Legal Studies
New England College
English
Universidad Nacional de Cuyo
International Business and Laws, International Law and Legal Studies
University of North Texas
International Politics
Thomas Price PLLC December 2012 - Present
BANK OF AMERICA, N.A. October 2012 - September 2014
Law Office of Domingo Garcia, P.C. 2010 - 2012
Chad West, PLLC 2009 - 2010
HY-CITE, CORP 2006 - 2008
Skills
Spanish, English,..., Leadership Qualities, Legal Research and..., Client Relations, Expertise with Legal..., Litigation, Real..., Legal Document..., Strong Communication..., Corporate Law, Legal Documents, Litigation, Legal Writing, Appeals
Education
EC College
ABA Approved Paralegal Associate Degree, Legal Studies
New England College
English
Universidad Nacional de Cuyo
International Business and Laws, International Law and Legal Studies
University of North Texas
International Politics
Jason Robman Jason Robman's Bank of America, N.A. Experience August 2003 - February 2005
Job Associate General Counsel at Zendesk
Industry Computer Software
Experience
Zendesk May 2014 - Present
Recommind September 2008 - Present
Recommind 2008 - 2009
FTI Consulting, Inc. August 2007 - September 2008
LECG April 2006 - August 2007
Navigant Consulting February 2005 - April 2006
Bank of America, N.A. August 2003 - February 2005
Banc of America Securities September 2000 - August 2003
Skills
Litigation Support, Litigation, Securities, Compliance, Computer Forensics, Due Diligence, Mergers & Acquisitions, Intellectual Property, Licensing, Corporate Law, Contract Negotiation, Civil Litigation, Securities Regulation, Legal Compliance, Privacy Law, Data Privacy, Corporate Governance
Education
Golden Gate University, School of Law 1992 — 1995
Doctor of Law (J.D.)
University of California, Santa Barbara 1987 — 1991
BA, Political Science
Zendesk May 2014 - Present
Recommind September 2008 - Present
Recommind 2008 - 2009
FTI Consulting, Inc. August 2007 - September 2008
LECG April 2006 - August 2007
Navigant Consulting February 2005 - April 2006
Bank of America, N.A. August 2003 - February 2005
Banc of America Securities September 2000 - August 2003
Skills
Litigation Support, Litigation, Securities, Compliance, Computer Forensics, Due Diligence, Mergers & Acquisitions, Intellectual Property, Licensing, Corporate Law, Contract Negotiation, Civil Litigation, Securities Regulation, Legal Compliance, Privacy Law, Data Privacy, Corporate Governance
Education
Golden Gate University, School of Law 1992 — 1995
Doctor of Law (J.D.)
University of California, Santa Barbara 1987 — 1991
BA, Political Science
David R. Hocott's Bank of America, N.A. Experience September 2015 - Present
Job Vice President; Senior Compliance Testing Specialist, Bank of America
Industry Banking
Experience
Bank of America, N.A. September 2015 - Present
Skills
Risk Management, Fraud, Financial Risk, Analysis, Process Improvement, Microsoft Excel, Fraud Detection, Anti Money Laundering, PL/SQL, Security, Data Analysis, Leadership, Toad for Oracle, Outlook, Quality Auditing, Management, Microsoft Word, SAP BusinessObjects XI, SAP Web Intelligence..., Executive Reporting, Ad Hoc Reporting, Investigative Reporting, PowerPoint, Compliance Oversight, Compliance Regulations, Business Process Mapping, Failure Mode and..., Microsoft Visio, SharePoint..., Regulatory Compliance, Independent Testing, Quality Control
Education
Dunn Solutions Group, Raleigh NC 2012 — 2012
Continued Education Certificate, SAP BusinessObjects - Business Intelligence, Pass/Certificate of Completion
Buffet's College, Eden Prairie, MN 1997 — 1999
Continued Education Certificate, Restaurant Management
Rio Hondo College 1988 — 1988
CA POST Certificate, Law Enforcement
Bank of America, N.A. September 2015 - Present
Skills
Risk Management, Fraud, Financial Risk, Analysis, Process Improvement, Microsoft Excel, Fraud Detection, Anti Money Laundering, PL/SQL, Security, Data Analysis, Leadership, Toad for Oracle, Outlook, Quality Auditing, Management, Microsoft Word, SAP BusinessObjects XI, SAP Web Intelligence..., Executive Reporting, Ad Hoc Reporting, Investigative Reporting, PowerPoint, Compliance Oversight, Compliance Regulations, Business Process Mapping, Failure Mode and..., Microsoft Visio, SharePoint..., Regulatory Compliance, Independent Testing, Quality Control
Education
Dunn Solutions Group, Raleigh NC 2012 — 2012
Continued Education Certificate, SAP BusinessObjects - Business Intelligence, Pass/Certificate of Completion
Buffet's College, Eden Prairie, MN 1997 — 1999
Continued Education Certificate, Restaurant Management
Rio Hondo College 1988 — 1988
CA POST Certificate, Law Enforcement
Sierra Clements, MBA Sierra Clements, MBA's Bank of America, N.A. Experience August 2008 - August 2011
Job Implementation Manager at NYSE Governance Services
Industry E-Learning
Experience
NYSE Governance Services August 2015 - Present
NYSE Governance Services, Corpedia April 2012 - August 2015
GM Financial/AmeriCredit January 2012 - April 2012
Zenware, Inc. August 2011 - December 2011
Bank of America, N.A. August 2008 - August 2011
Discount Sports Nutrition February 2007 - August 2008
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA)
Boise State University 2008 — 2011
Bachelor of Business Administration
NYSE Governance Services August 2015 - Present
NYSE Governance Services, Corpedia April 2012 - August 2015
GM Financial/AmeriCredit January 2012 - April 2012
Zenware, Inc. August 2011 - December 2011
Bank of America, N.A. August 2008 - August 2011
Discount Sports Nutrition February 2007 - August 2008
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA)
Boise State University 2008 — 2011
Bachelor of Business Administration
Lindsay Gramlich Lindsay Gramlich's Bank of America, N.A. Experience April 2009 - November 2010
Job National Production Trainer
Industry Financial Services
Experience
New American Funding November 2012 - Present
Union National Mortgage Company November 2010 - September 2012
Bank of America, N.A. April 2009 - November 2010
Chicago Title of Colorado, Inc. May 2007 - October 2008
Attorneys Title Agency, LLC. March 2006 - May 2007
Chicago Title of Colorado, Inc. October 2004 - January 2006
Chicago Title of Colorado, Inc. May 2001 - October 2004
Skills
Mortgage Banking, Mortgage Lending, FHA, Refinance, Loans, VA loans, Residential Mortgages, First Time Home Buyers, Investment Properties, Credit, Underwriting, USDA, Real Estate, Residential Homes, Financial Analysis, Real Estate Financing, Consumer Lending
Education
Regis University 2009 — 2013
Masters, Business Administration, Health Care Management
Colorado University Business School and Health Sciences Center 2001 — 2004
Bachelor of Science, International Business Administration
New American Funding November 2012 - Present
Union National Mortgage Company November 2010 - September 2012
Bank of America, N.A. April 2009 - November 2010
Chicago Title of Colorado, Inc. May 2007 - October 2008
Attorneys Title Agency, LLC. March 2006 - May 2007
Chicago Title of Colorado, Inc. October 2004 - January 2006
Chicago Title of Colorado, Inc. May 2001 - October 2004
Skills
Mortgage Banking, Mortgage Lending, FHA, Refinance, Loans, VA loans, Residential Mortgages, First Time Home Buyers, Investment Properties, Credit, Underwriting, USDA, Real Estate, Residential Homes, Financial Analysis, Real Estate Financing, Consumer Lending
Education
Regis University 2009 — 2013
Masters, Business Administration, Health Care Management
Colorado University Business School and Health Sciences Center 2001 — 2004
Bachelor of Science, International Business Administration
William Michael Hoover William Michael Hoover's Bank of America, N.A. Experience December 2010 - June 2011
Job Futures & Options Associate at JPMorgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC March 2013 - Present
JPMorgan Chase July 2011 - March 2013
Bank of America, N.A. December 2010 - June 2011
Sawdust Investment Management Corp June 2010 - November 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Research, Management, Outlook
Education
DePaul University 2008 — 2010
Bachelor of Science (B.S.), Finance
JPMorgan Securities LLC March 2013 - Present
JPMorgan Chase July 2011 - March 2013
Bank of America, N.A. December 2010 - June 2011
Sawdust Investment Management Corp June 2010 - November 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Research, Management, Outlook
Education
DePaul University 2008 — 2010
Bachelor of Science (B.S.), Finance
Johusse Gonzalez Johusse Gonzalez's Bank of America, N.A. Experience February 2012 - December 2013
Job Business Development Officer Business Banking
Industry Banking
Experience
Wells Fargo December 2013 - Present
Bank of America, N.A. February 2012 - December 2013
MetLife 2011 - 2012
U.S. Century Bank 2007 - 2011
Regions Bank 2004 - 2007
Skills
Small Business Lending, Commercial Banking, Lines Of Credit, Business Acquisition, Business Development, Commercial Lending, Commercial Mortgages, Credit, Credit Risk, Asset Based Lending, SBA, Loans, Treasury Management, Treasury Services, Cash Management, Deposits, Relationship Management, Sales, Banking, Banking Operations, Retail Banking, Branch Banking, Cross Selling, Credit Cards, Customer Service, Payroll Services, Merchant Services
Education
Florida International University
Wells Fargo December 2013 - Present
Bank of America, N.A. February 2012 - December 2013
MetLife 2011 - 2012
U.S. Century Bank 2007 - 2011
Regions Bank 2004 - 2007
Skills
Small Business Lending, Commercial Banking, Lines Of Credit, Business Acquisition, Business Development, Commercial Lending, Commercial Mortgages, Credit, Credit Risk, Asset Based Lending, SBA, Loans, Treasury Management, Treasury Services, Cash Management, Deposits, Relationship Management, Sales, Banking, Banking Operations, Retail Banking, Branch Banking, Cross Selling, Credit Cards, Customer Service, Payroll Services, Merchant Services
Education
Florida International University
Brittany Lawton Brittany Lawton's Bank of America, N.A. Experience May 2010 - February 2011
Job Business Analyst at Fidelity Investments (NFS)
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments February 2011 - January 2013
Fidelity Investments January 2013 - May 2014
Archway Investment Fund January 2012 - May 2012
Bank of America, N.A. May 2010 - February 2011
Merrill Lynch / Banc of America Investment Services, Inc. May 2008 - May 2010
Banc of America Investment Services, Inc. May 2006 - May 2008
Skills
FBSI, IRIS, Streetscape, Merlin, Interact, Pierce, Pace, RPM, Boss, Coin, First, Account Express, WebSurvey, MS Office Suite, Factset, Tax Lot Accounting, Basis Pro, CCH Tax Research Network, Financial Forecasting, Investment Research, Financial Modeling
Education
Bryant University 2008 — 2013
BSBA, Finance, Legal Studies
Community College of Rhode Island
AS, Business Administration, Finance
Fidelity Investments April 2014 - Present
Fidelity Investments February 2011 - January 2013
Fidelity Investments January 2013 - May 2014
Archway Investment Fund January 2012 - May 2012
Bank of America, N.A. May 2010 - February 2011
Merrill Lynch / Banc of America Investment Services, Inc. May 2008 - May 2010
Banc of America Investment Services, Inc. May 2006 - May 2008
Skills
FBSI, IRIS, Streetscape, Merlin, Interact, Pierce, Pace, RPM, Boss, Coin, First, Account Express, WebSurvey, MS Office Suite, Factset, Tax Lot Accounting, Basis Pro, CCH Tax Research Network, Financial Forecasting, Investment Research, Financial Modeling
Education
Bryant University 2008 — 2013
BSBA, Finance, Legal Studies
Community College of Rhode Island
AS, Business Administration, Finance
Rita Buchanan-Alhassan's Bank of America, N.A. Experience July 1996 - October 2012
Job Insurance Sales and Paralegal at Selfemployed Paralegal
Industry Legal Services
Experience
Self February 2015 - Present
Self-employed October 2012 - Present
Self-employed Paralegal June 2000 - Present
Bank of America, NA July 1996 - October 2012
Skills
Trials, Courts, Hearings, Pleadings, Entrepreneurship, Loans, Attorneys, Litigation, Family Law
Education
Gardner-Webb University 2015 — 2017
Human Services, Geriatric counseling
Central Piedmont Community College 1987 — 1990
Associate of Science (A.S.), Paralegal Studies, 3.8
Self February 2015 - Present
Self-employed October 2012 - Present
Self-employed Paralegal June 2000 - Present
Bank of America, NA July 1996 - October 2012
Skills
Trials, Courts, Hearings, Pleadings, Entrepreneurship, Loans, Attorneys, Litigation, Family Law
Education
Gardner-Webb University 2015 — 2017
Human Services, Geriatric counseling
Central Piedmont Community College 1987 — 1990
Associate of Science (A.S.), Paralegal Studies, 3.8
Isaac C. Liu's Bank of America, N.A. Experience September 2001 - May 2006
Job Helping our highgrowth customers achieve success through their investment in the Intacct cloudbased accounting system.
Industry Computer Software
Experience
Intacct Corporation July 2013 - Present
Intacct Corporation June 2011 - June 2013
H & N Foods International October 2009 - June 2011
Gap Inc. January 2008 - November 2008
Bank of America May 2006 - January 2008
Bank of America NA September 2001 - May 2006
Robertson Stephens, Inc. September 1999 - May 2001
Far East National Bank June 1998 - September 1999
Discopy Labs May 1996 - August 1996
Skills
Sales Development, Salesforce.com, Direct Sales, Cloud Computing, SaaS, Prospecting, Cold Calling, Oracle Discoverer, Oracle Applications, Reuters, Category Management, Bloomberg Terminal, Purchasing Negotiations, Commercial Banking, Credit Analysis, Funds Transfer Pricing, Loan Structuring, Competitive Analysis, Essbase, SQL, Teradata, Deposits, Labor Planning, FP&A, Sales Management, Barry Rhein "Selling..., Management, Financial Reporting, Sales Process, Start-ups, Forecasting, Enterprise Software, Business Intelligence, Vendor Management, Leadership, Product Management
Education
Baylor University 1993 — 1998
Bachelor of Business Administration (B.B.A.), Financial Services and Planning
Intacct Corporation July 2013 - Present
Intacct Corporation June 2011 - June 2013
H & N Foods International October 2009 - June 2011
Gap Inc. January 2008 - November 2008
Bank of America May 2006 - January 2008
Bank of America NA September 2001 - May 2006
Robertson Stephens, Inc. September 1999 - May 2001
Far East National Bank June 1998 - September 1999
Discopy Labs May 1996 - August 1996
Skills
Sales Development, Salesforce.com, Direct Sales, Cloud Computing, SaaS, Prospecting, Cold Calling, Oracle Discoverer, Oracle Applications, Reuters, Category Management, Bloomberg Terminal, Purchasing Negotiations, Commercial Banking, Credit Analysis, Funds Transfer Pricing, Loan Structuring, Competitive Analysis, Essbase, SQL, Teradata, Deposits, Labor Planning, FP&A, Sales Management, Barry Rhein "Selling..., Management, Financial Reporting, Sales Process, Start-ups, Forecasting, Enterprise Software, Business Intelligence, Vendor Management, Leadership, Product Management
Education
Baylor University 1993 — 1998
Bachelor of Business Administration (B.B.A.), Financial Services and Planning
Mark Tupis Mark Tupis's Bank of America, N.A. Experience September 2005 - May 2007
Job Staff Accountant for CEM Corporation
Industry Management Consulting
Experience
CEM Corporation February 2014 - Present
American Tire Distributors July 2013 - October 2013
Accenture December 2011 - July 2013
ACN, Inc. June 2008 - December 2011
First Charter Bank August 2007 - April 2008
BANK OF AMERICA, N.A. September 2005 - May 2007
WACHOVIA SECURITIES June 2002 - February 2004
VMS, INC. November 1999 - June 2002
FIRST UNION NATIONAL BANK August 1990 - November 1999
Skills
Microsoft Excel, Hyperion Enterprise, PeopleSoft, nVision, SAP, QuickBooks, Quicken, Microsoft Office, Microsoft Word, Access, General Ledger, Variance Analysis, Accounting, Sarbanes-Oxley Act, Financial Analysis, Process Improvement, Financial Reporting, Budgets, Finance, Accruals, Cost Accounting, Forecasting
Education
Marshall University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting and Finance
CEM Corporation February 2014 - Present
American Tire Distributors July 2013 - October 2013
Accenture December 2011 - July 2013
ACN, Inc. June 2008 - December 2011
First Charter Bank August 2007 - April 2008
BANK OF AMERICA, N.A. September 2005 - May 2007
WACHOVIA SECURITIES June 2002 - February 2004
VMS, INC. November 1999 - June 2002
FIRST UNION NATIONAL BANK August 1990 - November 1999
Skills
Microsoft Excel, Hyperion Enterprise, PeopleSoft, nVision, SAP, QuickBooks, Quicken, Microsoft Office, Microsoft Word, Access, General Ledger, Variance Analysis, Accounting, Sarbanes-Oxley Act, Financial Analysis, Process Improvement, Financial Reporting, Budgets, Finance, Accruals, Cost Accounting, Forecasting
Education
Marshall University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Pankaj Rai Pankaj Rai's Bank of America, N.A. Experience May 2010 - Present
Job Vice President, Analytics and Business Intelligence at Bank of America NA.
Industry Computer Software
Experience
Bank of America NA May 2010 - Present
NCR Corporation India Pvt Ltd March 2005 - May 2010
Wipro Technologies November 2004 - February 2005
Satyam Computer Services Limited April 2004 - October 2004
NIC December 2000 - April 2004
Skills
Oracle HR, Manufacturing, Teradata, PL/SQL, Data Warehousing, Oracle, Oracle Applications, Oracle E-Business Suite, Unix Shell Scripting, Requirements Analysis, Solution Architecture, Data Modeling, SDLC, Unix, ETL, Business Objects, Informatica, Business Intelligence, Databases, ERP, Program Management, Software Project..., SQL
Education
V.B.S Purvanchal University 1997 — 2000
MCA, Computers
Bank of America NA May 2010 - Present
NCR Corporation India Pvt Ltd March 2005 - May 2010
Wipro Technologies November 2004 - February 2005
Satyam Computer Services Limited April 2004 - October 2004
NIC December 2000 - April 2004
Skills
Oracle HR, Manufacturing, Teradata, PL/SQL, Data Warehousing, Oracle, Oracle Applications, Oracle E-Business Suite, Unix Shell Scripting, Requirements Analysis, Solution Architecture, Data Modeling, SDLC, Unix, ETL, Business Objects, Informatica, Business Intelligence, Databases, ERP, Program Management, Software Project..., SQL
Education
V.B.S Purvanchal University 1997 — 2000
MCA, Computers
Helwig Stewart, MBA's Bank of America, N.A. Experience November 2012 - December 2013
Job Manager, Loss Mitigation
Industry Financial Services
Experience
N/A July 2014 - April 2015
N/A April 2013 - July 2014
Bank of America, N.A. November 2012 - December 2013
Bank of America Home Loans September 2011 - November 2012
Merck January 2011 - September 2011
Bank of America September 2005 - June 2010
The After-School Corporation June 1998 - July 2005
Skills
Budgets, Microsoft Word, Analysis, Microsoft Office, Microsoft Excel, SAP, Strategic Planning, Team Leadership, Risk Management, Public Speaking, Process Improvement, Portfolio Management, Access, Banking, Credit, Customer Service, Finance, Financial Analysis, Financial Reporting
Education
UMass Boston 1988 — 1990
Master of Business Administration (MBA), Business Administration and Finance
UMass Boston 1978 — 1982
Bachelor of Science (BS), Accounting and Business/Management
N/A July 2014 - April 2015
N/A April 2013 - July 2014
Bank of America, N.A. November 2012 - December 2013
Bank of America Home Loans September 2011 - November 2012
Merck January 2011 - September 2011
Bank of America September 2005 - June 2010
The After-School Corporation June 1998 - July 2005
Skills
Budgets, Microsoft Word, Analysis, Microsoft Office, Microsoft Excel, SAP, Strategic Planning, Team Leadership, Risk Management, Public Speaking, Process Improvement, Portfolio Management, Access, Banking, Credit, Customer Service, Finance, Financial Analysis, Financial Reporting
Education
UMass Boston 1988 — 1990
Master of Business Administration (MBA), Business Administration and Finance
UMass Boston 1978 — 1982
Bachelor of Science (BS), Accounting and Business/Management
Dominic Malleo Dominic Malleo's Bank of America, N.A. Experience 2004 - 2006
Job Director, Senior Credit Products Officer at Bank of America
Industry Banking
Experience
Bank of America 2013 - Present
Merrill Lynch 2006 - 2013
Bank of America, N.A. 2004 - 2006
J.P. Morgan 1999 - 2002
Skills
Relationship Management, Sales, Banking, Treasury Services, Credit Analysis, Credit Risk, Financial Analysis, Loan Origination, Syndications, Fixed Income, IPO, Investment Banking, Executive Presentations, Negotiation, Influence Others, Leadership, Deal Closure, Corporate Partnership..., Team Management, Account Management, Financial Modeling, Strategic Planning, Business Development, Credit
Education
Columbia Business School 2003 — 2004
Master of Business Administration (M.B.A.), Finance, General
Rutgers University
Bachelor of Science (B.S.), Exercise Science and Sports Studies
Bank of America 2013 - Present
Merrill Lynch 2006 - 2013
Bank of America, N.A. 2004 - 2006
J.P. Morgan 1999 - 2002
Skills
Relationship Management, Sales, Banking, Treasury Services, Credit Analysis, Credit Risk, Financial Analysis, Loan Origination, Syndications, Fixed Income, IPO, Investment Banking, Executive Presentations, Negotiation, Influence Others, Leadership, Deal Closure, Corporate Partnership..., Team Management, Account Management, Financial Modeling, Strategic Planning, Business Development, Credit
Education
Columbia Business School 2003 — 2004
Master of Business Administration (M.B.A.), Finance, General
Rutgers University
Bachelor of Science (B.S.), Exercise Science and Sports Studies
Mirna M. Neda Mirna M. Neda's Bank of America, N.A. Experience March 2007 - February 2012
Job Financial Services Representative
Industry Financial Services
Experience
Bank of America, N.A. March 2007 - February 2012
Washington Mutual 2003 - 2007
Skills
Wealth Management, Banking, Private Banking, Mortgage Lending, Cash Management, Finance, Relationship Management, Portfolio Management, Strategy, Credit, Investments, Loans, CRM, Business Development, Securities, AML, Fixed Income, Commercial Banking, Retail Banking, Asset Management, Liquidity Solutions, Compliance
Education
The University of Texas at Austin
Master of Arts (MA), Political Science & Economics
City University of New York-Hunter College
Bachelor of Arts (B.A.), Political Science and Spanish
Bank of America, N.A. March 2007 - February 2012
Washington Mutual 2003 - 2007
Skills
Wealth Management, Banking, Private Banking, Mortgage Lending, Cash Management, Finance, Relationship Management, Portfolio Management, Strategy, Credit, Investments, Loans, CRM, Business Development, Securities, AML, Fixed Income, Commercial Banking, Retail Banking, Asset Management, Liquidity Solutions, Compliance
Education
The University of Texas at Austin
Master of Arts (MA), Political Science & Economics
City University of New York-Hunter College
Bachelor of Arts (B.A.), Political Science and Spanish
Bo Chisholm Bo Chisholm's Bank of America, N.A. Experience June 2005 - August 2012
Job Partner at BWC Consulting, LLC
Industry Banking
Experience
BWC Consulting, LLC August 2012 - Present
Bank of America, N.A. June 2005 - August 2012
Rent-A-Center June 2001 - June 2005
Rent-A-Center June 2000 - June 2001
Country Ranch Apartments April 2000 - March 2001
Sears, Roebuck & Co June 1999 - October 1999
Sears, Roebuck & Co July 1998 - June 1999
Skills
Banking, Retail, Budgeting, Sales Management, Loans, Inventory Management, Compliance, Customer Relations, Credit, Negotiation, Leadership Development, Portfolio Management, Financial Analysis, Operations Management, Coaching, Team Building, Risk Management, Excel, New Business Development, Mentoring, Strategic Planning, Customer Service, Team Leadership, Budgets, Microsoft Excel, Business Analysis, Training
Education
New York Institute of Technology 2006 — 2007
MBA, Business
Duke University 1994 — 1998
BA, Economics, Sociology, Markets & Management Studies
BWC Consulting, LLC August 2012 - Present
Bank of America, N.A. June 2005 - August 2012
Rent-A-Center June 2001 - June 2005
Rent-A-Center June 2000 - June 2001
Country Ranch Apartments April 2000 - March 2001
Sears, Roebuck & Co June 1999 - October 1999
Sears, Roebuck & Co July 1998 - June 1999
Skills
Banking, Retail, Budgeting, Sales Management, Loans, Inventory Management, Compliance, Customer Relations, Credit, Negotiation, Leadership Development, Portfolio Management, Financial Analysis, Operations Management, Coaching, Team Building, Risk Management, Excel, New Business Development, Mentoring, Strategic Planning, Customer Service, Team Leadership, Budgets, Microsoft Excel, Business Analysis, Training
Education
New York Institute of Technology 2006 — 2007
MBA, Business
Duke University 1994 — 1998
BA, Economics, Sociology, Markets & Management Studies
Hetty E. Harlan's Bank of America, N.A. Experience September 2000 - March 2007
Job Chief Money Coach, Founder, Boodle Workshops
Industry Financial Services
Experience
Boodle Workshops October 2012 - Present
Bank of America, N.A. September 2000 - March 2007
Bank of America, N.A. August 1994 - August 2000
Continental Illinois National Bank (acquired by Bank of America in 1994 April 1993 - August 1994
Skills
Portfolio Management, Fixed Income, Credit, Personal Financial..., Personal Finance..., Credit Risk, Derivatives, Risk Management, Investments, Loans
Education
San Diego State University-California State University 2011 — 2013
Advanced Certificate, Executive Financial Planning
Northwestern University - Kellogg School of Management 1976 — 1979
MBA, Finance
Lewis University 1973 — 1976
BA, Management Science & Finance
Boodle Workshops October 2012 - Present
Bank of America, N.A. September 2000 - March 2007
Bank of America, N.A. August 1994 - August 2000
Continental Illinois National Bank (acquired by Bank of America in 1994 April 1993 - August 1994
Skills
Portfolio Management, Fixed Income, Credit, Personal Financial..., Personal Finance..., Credit Risk, Derivatives, Risk Management, Investments, Loans
Education
San Diego State University-California State University 2011 — 2013
Advanced Certificate, Executive Financial Planning
Northwestern University - Kellogg School of Management 1976 — 1979
MBA, Finance
Lewis University 1973 — 1976
BA, Management Science & Finance
Constance Fletcher Constance Fletcher's Bank of America, N.A. Experience June 2012 - Present
Job Owner, CJF Group LLC
Industry Real Estate
Experience
Bank of America, N.A. June 2012 - Present
Bank of America June 2010 - Present
CJF GROUP LLC May 2007 - June 2010
HEALTHCORE, INC September 2004 - January 2008
HOFFMANN-LA ROCHE INC June 2000 - August 2004
NOVARTIS PHARMACEUTICALS CORPORATION January 2000 - January 2002
RWJ PHARMACEUTICAL RESEARCH INSTITUTE January 1999 - January 2000
UNITED STATES AIR FORCE RESERVES January 1980 - January 1986
Education
New York Law School 1997 — 2000
Juris Doctorate
Montclair State University 1992 — 1995
Bachelor of Science, Sociology
Bank of America, N.A. June 2012 - Present
Bank of America June 2010 - Present
CJF GROUP LLC May 2007 - June 2010
HEALTHCORE, INC September 2004 - January 2008
HOFFMANN-LA ROCHE INC June 2000 - August 2004
NOVARTIS PHARMACEUTICALS CORPORATION January 2000 - January 2002
RWJ PHARMACEUTICAL RESEARCH INSTITUTE January 1999 - January 2000
UNITED STATES AIR FORCE RESERVES January 1980 - January 1986
Education
New York Law School 1997 — 2000
Juris Doctorate
Montclair State University 1992 — 1995
Bachelor of Science, Sociology
Jennifer Pierson Jennifer Pierson's Bank of America, N.A. Experience 1999 - 2001
Job Estate and Trust Tax Manager at Cherry Bekaert LLP
Industry Accounting
Experience
Cherry Bekaert LLP January 2013 - Present
AICPA January 2012 - January 2013
TRP CPAs, PLLC November 2008 - December 2011
BEERS & CUTLER PLLC 2007 - 2008
Dixon Hughes Goodman, LLP 2004 - 2007
GOOD, SWARTZ, BROWN & BERNS, LLP January 2001 - January 2004
Bank of America January 1999 - January 2001
Bank of America, N.A. 1999 - 2001
Skills
Gifts, Income Tax, Tax, Trusts, Tax Law, Accounting, Estate Planning, Tax Returns, Corporate Tax, Estate Tax Planning, Financial Planners, Auditing, CPA, Tax Research, Financial Planning, Financial Accounting, GAAP
Education
Campbell University
Master, Business Administration
Campbell University
Bachelor, Business Administration; Accounting
Cherry Bekaert LLP January 2013 - Present
AICPA January 2012 - January 2013
TRP CPAs, PLLC November 2008 - December 2011
BEERS & CUTLER PLLC 2007 - 2008
Dixon Hughes Goodman, LLP 2004 - 2007
GOOD, SWARTZ, BROWN & BERNS, LLP January 2001 - January 2004
Bank of America January 1999 - January 2001
Bank of America, N.A. 1999 - 2001
Skills
Gifts, Income Tax, Tax, Trusts, Tax Law, Accounting, Estate Planning, Tax Returns, Corporate Tax, Estate Tax Planning, Financial Planners, Auditing, CPA, Tax Research, Financial Planning, Financial Accounting, GAAP
Education
Campbell University
Master, Business Administration
Campbell University
Bachelor, Business Administration; Accounting
Nathaniel Roberson, Sr. Nathaniel Roberson, Sr.'s Bank of America, N.A. Experience July 2006 - May 2011
Job Branch Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2011 - Present
Bank of America, N.A. July 2006 - May 2011
Roberson Consulting Services, Inc. July 2002 - July 2008
Capital One 2000 - 2005
Capital One 2000 - 2005
United States Air Force August 1996 - August 2000
Skills
Consumer Lending, Mortgage Lending, Wealth Management, Mortgage Banking, Small Business Lending, Loans, Loan Origination, Branch Management, Credit, Banking, Lines Of Credit, Commercial Lending, Retail Banking, FHA, Sales Management, Cross Selling, Refinance, Commercial Banking, Credit Analysis, Branch Banking, Credit Cards, Residential Mortgages
Education
Florida Metropolitan University 2001 — 2003
Master of Business Administration (MBA), Human Resources/Intl' Bus./Accounting
Embry-Riddle Aeronautical University 1997 — 1999
Bachelor of Applied Science (BASc), Professional Aeronautica
McNeese State University 1990 — 1995
Bachelor of Applied Science (BASc)
JPMorgan Chase October 2011 - Present
Bank of America, N.A. July 2006 - May 2011
Roberson Consulting Services, Inc. July 2002 - July 2008
Capital One 2000 - 2005
Capital One 2000 - 2005
United States Air Force August 1996 - August 2000
Skills
Consumer Lending, Mortgage Lending, Wealth Management, Mortgage Banking, Small Business Lending, Loans, Loan Origination, Branch Management, Credit, Banking, Lines Of Credit, Commercial Lending, Retail Banking, FHA, Sales Management, Cross Selling, Refinance, Commercial Banking, Credit Analysis, Branch Banking, Credit Cards, Residential Mortgages
Education
Florida Metropolitan University 2001 — 2003
Master of Business Administration (MBA), Human Resources/Intl' Bus./Accounting
Embry-Riddle Aeronautical University 1997 — 1999
Bachelor of Applied Science (BASc), Professional Aeronautica
McNeese State University 1990 — 1995
Bachelor of Applied Science (BASc)
Jeannette Shalaby's Bank of America, N.A. Experience February 1998 - May 2002
Job Customer Care Executive Manager at Win Kelly Chevrolet Buick GMC
Industry Automotive
Experience
Win Kelly Chevrolet Buick GMC November 2013 - Present
Dealer-FX Group, Inc August 2012 - November 2013
Win Kelly Chevrolet Buick GMC October 2006 - April 2012
Criswell Automotive (Honda) April 2006 - October 2006
Apple Ford March 2005 - April 2006
Antwerpen Automotive April 2004 - March 2005
Fountainhead Title Group May 2002 - April 2004
Bank of America NA February 1998 - May 2002
Skills
Sales Process, Sales Management, Automotive, Marketing Strategy, Customer Retention, Account Management, Strategic Planning, Selling, Salesforce.com, Sales Operations, Team Building, Sales, Retail, Vehicles, Customer Satisfaction, Competitive Analysis, Finance, B2B, Lead Generation, CRM, Business Strategy, Business Planning, New Business Development, SEM, SEO
Education
Columbia Union College
Business Management
Highland View Academy
Win Kelly Chevrolet Buick GMC November 2013 - Present
Dealer-FX Group, Inc August 2012 - November 2013
Win Kelly Chevrolet Buick GMC October 2006 - April 2012
Criswell Automotive (Honda) April 2006 - October 2006
Apple Ford March 2005 - April 2006
Antwerpen Automotive April 2004 - March 2005
Fountainhead Title Group May 2002 - April 2004
Bank of America NA February 1998 - May 2002
Skills
Sales Process, Sales Management, Automotive, Marketing Strategy, Customer Retention, Account Management, Strategic Planning, Selling, Salesforce.com, Sales Operations, Team Building, Sales, Retail, Vehicles, Customer Satisfaction, Competitive Analysis, Finance, B2B, Lead Generation, CRM, Business Strategy, Business Planning, New Business Development, SEM, SEO
Education
Columbia Union College
Business Management
Highland View Academy
NANCY-JEAN DI PIETRO NANCY-JEAN DI PIETRO's Bank of America, N.A. Experience October 2011 - April 2012
Job Home Loan Processor at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage February 2013 - Present
Community Service volunteering September 1993 - Present
Bank of America, N.A. October 2011 - April 2012
CHECKFREE 2006 - 2009
Skills
Call Center, Public Speaking, Mortgage Lending, Recruiting, Customer Service, Coaching, Marketing, Customer Satisfaction, Time Management, Loans, Selling, Leadership, Call Centers, Management, Troubleshooting, Employee Relations, Training
Education
Nassau Community College 1974 — 1975
Bachelor of Business Administration (BBA), Business Teacher Education, attended did not finish
Island Trees High School 1970 — 1974
Commercial Diploma, Creatitve Writing, Public Speaking, Secretarial Sciences
Wells Fargo Home Mortgage February 2013 - Present
Community Service volunteering September 1993 - Present
Bank of America, N.A. October 2011 - April 2012
CHECKFREE 2006 - 2009
Skills
Call Center, Public Speaking, Mortgage Lending, Recruiting, Customer Service, Coaching, Marketing, Customer Satisfaction, Time Management, Loans, Selling, Leadership, Call Centers, Management, Troubleshooting, Employee Relations, Training
Education
Nassau Community College 1974 — 1975
Bachelor of Business Administration (BBA), Business Teacher Education, attended did not finish
Island Trees High School 1970 — 1974
Commercial Diploma, Creatitve Writing, Public Speaking, Secretarial Sciences
Pamela Campbell Pamela Campbell's Bank of America, N.A. Experience 1988 - 1996
Job Tax Specialist at SpecialtyCare, Inc.
Industry Accounting
Experience
SpecialtyCare, Inc. December 2012 - Present
Colors on Parade June 1993 - June 2011
Coldwell Banker & RE/MAX Choice Realtors June 2005 - December 2010
Bank of America February 1988 - October 1996
Bank of America, N.A. 1988 - 1996
Haworth Kuhn Haworth and Miller February 1986 - December 1987
Skills
General Ledger, Account Reconciliation, Real Estate, Sales, QuickBooks, Payroll, Investment Properties, Tax, Foreclosures, Accounting, Tax Preparation, Small Business
Education
Greensboro College
Accounting
Professional Careers Institute
Paralegal Science
SpecialtyCare, Inc. December 2012 - Present
Colors on Parade June 1993 - June 2011
Coldwell Banker & RE/MAX Choice Realtors June 2005 - December 2010
Bank of America February 1988 - October 1996
Bank of America, N.A. 1988 - 1996
Haworth Kuhn Haworth and Miller February 1986 - December 1987
Skills
General Ledger, Account Reconciliation, Real Estate, Sales, QuickBooks, Payroll, Investment Properties, Tax, Foreclosures, Accounting, Tax Preparation, Small Business
Education
Greensboro College
Accounting
Professional Careers Institute
Paralegal Science
Pam Capers Pam Capers's Bank of America, N.A. Experience February 2013 - Present
Job Labor & Employment Paralegal at Bank of America, N.A.
Industry Financial Services
Experience
Bank of America, N.A. February 2013 - Present
Skills
Litigation, CaseMap, FLSA, LiveNote, Westlaw, Class Actions, Document Review, Securities Litigation, Arbitration, Ringtail, Relativity, TextMap, LexisNexis, Concordance
Education
Florida Metropolitan University
Associate of Science Degree, Paralegal
University of South Florida
Bachelor of Arts Degree, Criminology
Bank of America, N.A. February 2013 - Present
Skills
Litigation, CaseMap, FLSA, LiveNote, Westlaw, Class Actions, Document Review, Securities Litigation, Arbitration, Ringtail, Relativity, TextMap, LexisNexis, Concordance
Education
Florida Metropolitan University
Associate of Science Degree, Paralegal
University of South Florida
Bachelor of Arts Degree, Criminology
Andrea Cobb Andrea Cobb's Bank of America, N.A. Experience November 1998 - February 2000
Job Contract Manager at Vonage Business
Industry Legal Services
Experience
Vonage Business June 2015 - Present
The Coca-Cola Company September 2013 - July 2015
Stratose, Inc. (formerly Coalition America Inc.) October 2012 - September 2013
Equifax Inc July 2008 - February 2012
The Home Depot July 2005 - June 2008
ChoicePoint Inc. (n/k/a LexisNexis) October 2002 - July 2005
BellSouth Telecommunications (n/k/a AT&T) August 2000 - October 2002
Bank of America, N.A. November 1998 - February 2000
Skills
Contract Negotiation, Non-disclosure..., Legal Research, Contract Management, Compliance, Corporate Law, Policy, Leadership, Proposal Writing, Negotiation, Legal Compliance, Management, Legal Writing, Mediation
Education
National Center for Paralegal Training 1997 — 1998
Certificate (ABA Approved), Civil Litigation
University of Michigan
Bachelor, Liberal Arts
Vonage Business June 2015 - Present
The Coca-Cola Company September 2013 - July 2015
Stratose, Inc. (formerly Coalition America Inc.) October 2012 - September 2013
Equifax Inc July 2008 - February 2012
The Home Depot July 2005 - June 2008
ChoicePoint Inc. (n/k/a LexisNexis) October 2002 - July 2005
BellSouth Telecommunications (n/k/a AT&T) August 2000 - October 2002
Bank of America, N.A. November 1998 - February 2000
Skills
Contract Negotiation, Non-disclosure..., Legal Research, Contract Management, Compliance, Corporate Law, Policy, Leadership, Proposal Writing, Negotiation, Legal Compliance, Management, Legal Writing, Mediation
Education
National Center for Paralegal Training 1997 — 1998
Certificate (ABA Approved), Civil Litigation
University of Michigan
Bachelor, Liberal Arts
Veronica Rebueno-Torres's Bank of America, N.A. Experience February 1994 - September 2005
Job Independent Brand Partner with Nerium International and Network Marketing Professional
Industry Biotechnology
Experience
Live Happy January 2013 - Present
Nerium International Independent Brand Partner December 2012 - Present
Bank of America Merrill Lynch, Bank of America September 2005 - July 2014
Bank of America, N.A. February 1994 - September 2005
First Virginia Bank 1987 - 1994
Skills
Entrepreneurship, Small Business, Investments, Banking, Business, Marketing, E-commerce, Sales Management, Marketing Strategy, Account Management, Customer Service, Online Advertising, Public Speaking, Fundraising, Sales, Management, Strategic Planning, Leadership, Event Management, Nonprofits, Team Leadership, Social Networking, Relationship Marketing, Strategy, Social Media, New Business Development, Social Media Marketing, Team Building
Education
Philippine School of Business Administration 1976 — 1977
Bachelor of Science in Business Administration, Economics
De La Salle University
Liberal Arts, Economics
St. Paul College-QC 1972 — 1974
Liberal Arts
St. Mary's College- QC 1968 — 1972
High School
Live Happy January 2013 - Present
Nerium International Independent Brand Partner December 2012 - Present
Bank of America Merrill Lynch, Bank of America September 2005 - July 2014
Bank of America, N.A. February 1994 - September 2005
First Virginia Bank 1987 - 1994
Skills
Entrepreneurship, Small Business, Investments, Banking, Business, Marketing, E-commerce, Sales Management, Marketing Strategy, Account Management, Customer Service, Online Advertising, Public Speaking, Fundraising, Sales, Management, Strategic Planning, Leadership, Event Management, Nonprofits, Team Leadership, Social Networking, Relationship Marketing, Strategy, Social Media, New Business Development, Social Media Marketing, Team Building
Education
Philippine School of Business Administration 1976 — 1977
Bachelor of Science in Business Administration, Economics
De La Salle University
Liberal Arts, Economics
St. Paul College-QC 1972 — 1974
Liberal Arts
St. Mary's College- QC 1968 — 1972
High School
Laura L Montoya, MBA's Bank of America, N.A. Experience August 2010 - April 2013
Job AVP, Treasury Services Senior Advisor at Bank of America
Industry Banking
Experience
Bank of America April 2013 - Present
Bank of America N.A August 2010 - April 2013
Bank of America N.A June 2009 - July 2010
Skills
Banking, Leadership, Management, Project Management, Business Process, Business Strategy, Sales, Six Sigma, Strategic Planning, Coaching, Relationship Management, Training, Commercial Banking, Software Documentation, Risk Management
Education
Florida International University 2014 — 2015
Master's degree, Corporate
Florida International University 2005 — 2007
Bachelor's degree, Finance
Miami Dade College 2002 — 2004
Associate's degree, Accounting
Bank of America April 2013 - Present
Bank of America N.A August 2010 - April 2013
Bank of America N.A June 2009 - July 2010
Skills
Banking, Leadership, Management, Project Management, Business Process, Business Strategy, Sales, Six Sigma, Strategic Planning, Coaching, Relationship Management, Training, Commercial Banking, Software Documentation, Risk Management
Education
Florida International University 2014 — 2015
Master's degree, Corporate
Florida International University 2005 — 2007
Bachelor's degree, Finance
Miami Dade College 2002 — 2004
Associate's degree, Accounting
Joshua Land Joshua Land's Bank of America, N.A. Experience January 2006 - September 2013
Job Registered Associate at Signature Estate & Investment Advisors, LLC
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. May 2014 - February 2015
Waddell & Reed August 2013 - April 2014
Bank of America, N.A. January 2006 - September 2013
Togo's April 2003 - December 2005
Education
California State University-Northridge
Bachelor of Science (B.S.), Finance
JPMorgan Chase Bank, N.A. May 2014 - February 2015
Waddell & Reed August 2013 - April 2014
Bank of America, N.A. January 2006 - September 2013
Togo's April 2003 - December 2005
Education
California State University-Northridge
Bachelor of Science (B.S.), Finance
Jill Strzalka's Bank of America, N.A. Experience May 2006 - March 2007
Job Instructional Assistant at Kennett Consolidated School District
Industry
Experience
Kennett Consolidated School District January 2013 - June 2013
MARY D. LANG ELEMENTARY September 2008 - June 2009
BANK OF AMERICA, N.A. May 2006 - March 2007
MBNA AMERICA October 1995 - May 2006
GOLDEY BEACOM COLLEGE February 1990 - November 1994
Education
Goldey-Beacom College
Bachelor of Science, Business Administration
Kennett Consolidated School District January 2013 - June 2013
MARY D. LANG ELEMENTARY September 2008 - June 2009
BANK OF AMERICA, N.A. May 2006 - March 2007
MBNA AMERICA October 1995 - May 2006
GOLDEY BEACOM COLLEGE February 1990 - November 1994
Education
Goldey-Beacom College
Bachelor of Science, Business Administration
Ricardo Robledo's Bank of America, N.A. Experience July 2010 - Present
Job Assistant Vice President; Credit Support Assoc BB CDG
Industry Banking
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America, N.A. July 2010 - Present
Education
University of Nevada-Reno 2005 — 2009
B.S.
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2008 — 2008
Study Abroad
Bank of America Merrill Lynch May 2015 - Present
Bank of America, N.A. July 2010 - Present
Education
University of Nevada-Reno 2005 — 2009
B.S.
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2008 — 2008
Study Abroad
Alexander Kozyerinsky's Bank of America, N.A. Experience August 2009 - February 2011
Job Integrated Flight Control Systems Specialist
Industry Military
Experience
U.S. Air Force March 2011 - Present
Bank of America, N.A. August 2009 - February 2011
Premier Bank February 2008 - July 2009
Skills
Computers, Aviation, Electronics, Microsoft Office, Management, Customer Service, Electrical..., Analitical, Electronic..., Training, Program Management
Education
Embry Riddle Aeronautical University-Worldwide 2011 — 2015
Bachelor of Aeronautics, Aeronautics/Aviation/Aerospace Science and Technology, General, 3.6/4.0 GPA
Community College of the US Air Force 2011 — 2012
Associates of Avionics Science, Avionics Maintenance Technology/Technician, 3.9/4.0 GPA
U.S. Air Force March 2011 - Present
Bank of America, N.A. August 2009 - February 2011
Premier Bank February 2008 - July 2009
Skills
Computers, Aviation, Electronics, Microsoft Office, Management, Customer Service, Electrical..., Analitical, Electronic..., Training, Program Management
Education
Embry Riddle Aeronautical University-Worldwide 2011 — 2015
Bachelor of Aeronautics, Aeronautics/Aviation/Aerospace Science and Technology, General, 3.6/4.0 GPA
Community College of the US Air Force 2011 — 2012
Associates of Avionics Science, Avionics Maintenance Technology/Technician, 3.9/4.0 GPA
Todd Krause, CPA Todd Krause, CPA's Bank of America, N.A. Experience June 2006 - December 2007
Job Hedge Fund and Private Equity Professional | Fund Administration and Fund Accounting Specialist
Industry Financial Services
Experience
NAV Consulting, Inc. April 2012 - Present
Adler School of Professional Psychology April 2011 - March 2012
Zacks Investment Management, Inc. January 2009 - December 2010
Ziegler Capital Management, LLC December 2007 - January 2009
Bank of America, N.A. June 2006 - December 2007
Trident Financial Services LLC August 2002 - June 2006
Anchor Asset Management LLC April 2001 - December 2002
Harris Associates LP April 1990 - March 2001
Henry Crown and Company November 1987 - April 1990
William M. Mercer Inc. August 1986 - November 1987
Skills
Finance, Investments, Asset Management, Financial Analysis, Portfolio Management, Hedge Funds, Asset Managment, Alternative Investments, Valuation, Financial Modeling, Mutual Funds, Start-ups, Private Equity, Accounting, Equities, Venture Capital, Program Management, Partnerships, Mergers, Due Diligence, Strategic Financial..., Mergers & Acquisitions, Financial Planning, Structured Products, LLC, Corporations, Trusts, Fund Administration, Fund Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1995
M.S.A., Accountancy, with distinction
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1991
M.B.A., Finance and Accounting, with distinction
Marquette University 1981 — 1985
B.S., Business Administration - Finance
NAV Consulting, Inc. April 2012 - Present
Adler School of Professional Psychology April 2011 - March 2012
Zacks Investment Management, Inc. January 2009 - December 2010
Ziegler Capital Management, LLC December 2007 - January 2009
Bank of America, N.A. June 2006 - December 2007
Trident Financial Services LLC August 2002 - June 2006
Anchor Asset Management LLC April 2001 - December 2002
Harris Associates LP April 1990 - March 2001
Henry Crown and Company November 1987 - April 1990
William M. Mercer Inc. August 1986 - November 1987
Skills
Finance, Investments, Asset Management, Financial Analysis, Portfolio Management, Hedge Funds, Asset Managment, Alternative Investments, Valuation, Financial Modeling, Mutual Funds, Start-ups, Private Equity, Accounting, Equities, Venture Capital, Program Management, Partnerships, Mergers, Due Diligence, Strategic Financial..., Mergers & Acquisitions, Financial Planning, Structured Products, LLC, Corporations, Trusts, Fund Administration, Fund Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1995
M.S.A., Accountancy, with distinction
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1991
M.B.A., Finance and Accounting, with distinction
Marquette University 1981 — 1985
B.S., Business Administration - Finance
Deirdre Brennan, CFA Deirdre Brennan, CFA's Bank of America, N.A. Experience August 2002 - April 2005
Job Former Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Banc of America Public Capital Corp, Merrill Lynch, Pierce, Fenner & Smith April 2005 - March 2013
Bank of America, N.A. August 2002 - April 2005
Banc of America Securities, LLC October 2000 - August 2002
Bank of America, N.A. August 1999 - October 2000
PaineWebber April 1995 - May 1997
Skills
Alternative Investments, Fixed Income, Equities, Series 7, Series 63, Risk Management, Credit, Finance, Financial Modeling, Portfolio Management, Valuation, Executive Management, Securities
Education
Thunderbird School of Global Management 1997 — 1999
MBA, Finance and International Business
Pennsylvania state university - main campus 1990 — 1995
BS, Finance and International Business
mount saint joseph academy
Banc of America Public Capital Corp, Merrill Lynch, Pierce, Fenner & Smith April 2005 - March 2013
Bank of America, N.A. August 2002 - April 2005
Banc of America Securities, LLC October 2000 - August 2002
Bank of America, N.A. August 1999 - October 2000
PaineWebber April 1995 - May 1997
Skills
Alternative Investments, Fixed Income, Equities, Series 7, Series 63, Risk Management, Credit, Finance, Financial Modeling, Portfolio Management, Valuation, Executive Management, Securities
Education
Thunderbird School of Global Management 1997 — 1999
MBA, Finance and International Business
Pennsylvania state university - main campus 1990 — 1995
BS, Finance and International Business
mount saint joseph academy
Wilfredo Ortiz's Bank of America, N.A. Experience
Job Vice President, Small Business Banking at Bank of America, N.A.
Industry Financial Services
Experience
Bank of America, N.A.
Skills
Banking, Risk Management, Financial Analysis, Credit, Loans, Financial Modeling, Investments, Portfolio Management, Equities, Business Strategy, Commercial Banking, Commercial Lending, Treasury Management, Relationship Management, Credit Analysis, Small Business Lending, Sales, Management, Leadership
Education
New Jersey Institute of Technology
Master of Science (M.S.), Management Information Systems, General
New Jersey Institute of Technology
Bachelor of Science (B.S.), Management Information Systems, General
Bank of America, N.A.
Skills
Banking, Risk Management, Financial Analysis, Credit, Loans, Financial Modeling, Investments, Portfolio Management, Equities, Business Strategy, Commercial Banking, Commercial Lending, Treasury Management, Relationship Management, Credit Analysis, Small Business Lending, Sales, Management, Leadership
Education
New Jersey Institute of Technology
Master of Science (M.S.), Management Information Systems, General
New Jersey Institute of Technology
Bachelor of Science (B.S.), Management Information Systems, General
Jeff McAfee Jeff McAfee's Bank of America, N.A. Experience March 2011 - November 2011
Job Technical Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo January 2014 - Present
Wells Fargo July 2012 - January 2014
Wells Fargo Bank November 2011 - July 2012
Bank of America, N.A. March 2011 - November 2011
Wells Fargo Bank, N.A. 2009 - March 2011
Wells Fargo 2006 - 2008
Wells Fargo 2003 - 2006
Wells Fargo 2000 - 2003
North American Mortgage Company 1992 - 2000
Citibank 1988 - 1992
Skills
Strategic/Operational..., Influence &..., Team..., Resource..., Profit and Loss, Customer Management, Program/Project..., Project Management..., Six Sigma Green Belt, Process Development, Process Deployment, Client/Partner..., Problem Resolution, Change Management, Release Management
Education
University of Phoenix 1986 — 1988
Bachelor, Business Administration
Kent State University 1979 — 1981
Business Administration
Wells Fargo January 2014 - Present
Wells Fargo July 2012 - January 2014
Wells Fargo Bank November 2011 - July 2012
Bank of America, N.A. March 2011 - November 2011
Wells Fargo Bank, N.A. 2009 - March 2011
Wells Fargo 2006 - 2008
Wells Fargo 2003 - 2006
Wells Fargo 2000 - 2003
North American Mortgage Company 1992 - 2000
Citibank 1988 - 1992
Skills
Strategic/Operational..., Influence &..., Team..., Resource..., Profit and Loss, Customer Management, Program/Project..., Project Management..., Six Sigma Green Belt, Process Development, Process Deployment, Client/Partner..., Problem Resolution, Change Management, Release Management
Education
University of Phoenix 1986 — 1988
Bachelor, Business Administration
Kent State University 1979 — 1981
Business Administration
Kim Restrepo Kim Restrepo's Bank of America, N.A. Experience January 1998 - February 2008
Job Administrative Safety Assistant at Fab Express
Industry Executive Office
Experience
Fab Express November 2014 - Present
Accel Entertainment May 2014 - October 2014
Packard Transport, Inc. February 2013 - May 2014
Packard Transportation February 2013 - September 2013
SDC CPAs, LLC March 2011 - November 2011
All Seasons Marketing January 2009 - March 2011
Bank of America. N.A. January 1998 - February 2008
Skills
Training, Problem Solving
Education
City Colleges of Chicago-Wilbur Wright College 1991 — 1992
General Studies
Fab Express November 2014 - Present
Accel Entertainment May 2014 - October 2014
Packard Transport, Inc. February 2013 - May 2014
Packard Transportation February 2013 - September 2013
SDC CPAs, LLC March 2011 - November 2011
All Seasons Marketing January 2009 - March 2011
Bank of America. N.A. January 1998 - February 2008
Skills
Training, Problem Solving
Education
City Colleges of Chicago-Wilbur Wright College 1991 — 1992
General Studies
Larry Parente's Bank of America, N.A. Experience 2003 - 2007
Job Principal, Senior Wealth Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2013 - May 2015
MERRILL LYNCH September 2007 - April 2013
BANK OF AMERICA, N.A. 2003 - 2007
WELLS FARGO BANK, N.A. 2002 - 2003
BROBECK, PHLEGER & HARRISON, LLP 2000 - 2001
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Fixed Income, Series 63, Investments, Bloomberg, Mutual Funds, Wealth, Portfolio Management, High Net Worth..., Alternative Investments, Asset Allocation, Asset Management, Credit, Estate Planning, Wealth Management...
Education
Golden Gate University, School of Law 1994 — 1997
Juris Doctorate, Law
University at Albany 1990 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Bessemer Trust April 2013 - May 2015
MERRILL LYNCH September 2007 - April 2013
BANK OF AMERICA, N.A. 2003 - 2007
WELLS FARGO BANK, N.A. 2002 - 2003
BROBECK, PHLEGER & HARRISON, LLP 2000 - 2001
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Fixed Income, Series 63, Investments, Bloomberg, Mutual Funds, Wealth, Portfolio Management, High Net Worth..., Alternative Investments, Asset Allocation, Asset Management, Credit, Estate Planning, Wealth Management...
Education
Golden Gate University, School of Law 1994 — 1997
Juris Doctorate, Law
University at Albany 1990 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Suzanna Gonzales Suzanna Gonzales's Bank of America, N.A. Experience November 1992 - August 1999
Job Paralegal at Ridenour, Hienton & Lewis, PLLC
Industry Law Practice
Experience
Ridenour, Hienton & Lewis, PLLC August 2011 - Present
Gilman Law Offices, P.C. September 1999 - July 2011
Bank of America, N.A. November 1992 - August 1999
Bank of America, NT&SA March 1989 - October 1992
Bank of America September 1981 - March 1989
Skills
Legal Research
Education
University of Phoenix 1996 — 2000
Bachelor of Science (BS), Computer and Information Sciences, General
St. Paul High School 1977 — 1979
Ridenour, Hienton & Lewis, PLLC August 2011 - Present
Gilman Law Offices, P.C. September 1999 - July 2011
Bank of America, N.A. November 1992 - August 1999
Bank of America, NT&SA March 1989 - October 1992
Bank of America September 1981 - March 1989
Skills
Legal Research
Education
University of Phoenix 1996 — 2000
Bachelor of Science (BS), Computer and Information Sciences, General
St. Paul High School 1977 — 1979
Georgeann McNatt Gosch's Bank of America, N.A. Experience October 1985 - March 1987
Job Executive Assistant at University of Central Florida
Industry Higher Education
Experience
University of Central Florida January 2008 - Present
Florida Hospital Cancer Institute March 2002 - August 2007
Winter Park Urology Associates December 1994 - March 2002
Girl Scouts of the USA September 1988 - September 1994
Mid-Florida Eye Associates December 1991 - May 1994
Bergen Brunswig Corporation December 1987 - April 1988
Bank of America, N.A. October 1985 - March 1987
McKesson Drug Company May 1981 - April 1985
Skills
Community Outreach, Volunteer Management, Microsoft Excel, Customer Service, Microsoft Word, Social Networking, Critical Thinking, Microsoft Publisher, Data Entry, Outlook, Administrative..., Teamwork, Proofreading, Time Management, Fundraising, Research, Teaching, Process Scheduler, Facebook, Public Speaking, Social Media
Education
University of South Florida 2015 — 2016
Master's Degree, Library and Information Science
University of Central Florida 1978 — 2013
Bachelor of Arts, English Literature
Valencia Community College 2001 — 2010
Associate of Arts, English Literature
University of Central Florida January 2008 - Present
Florida Hospital Cancer Institute March 2002 - August 2007
Winter Park Urology Associates December 1994 - March 2002
Girl Scouts of the USA September 1988 - September 1994
Mid-Florida Eye Associates December 1991 - May 1994
Bergen Brunswig Corporation December 1987 - April 1988
Bank of America, N.A. October 1985 - March 1987
McKesson Drug Company May 1981 - April 1985
Skills
Community Outreach, Volunteer Management, Microsoft Excel, Customer Service, Microsoft Word, Social Networking, Critical Thinking, Microsoft Publisher, Data Entry, Outlook, Administrative..., Teamwork, Proofreading, Time Management, Fundraising, Research, Teaching, Process Scheduler, Facebook, Public Speaking, Social Media
Education
University of South Florida 2015 — 2016
Master's Degree, Library and Information Science
University of Central Florida 1978 — 2013
Bachelor of Arts, English Literature
Valencia Community College 2001 — 2010
Associate of Arts, English Literature
Conchita Macabasco Conchita Macabasco's Bank of America, N.A. Experience April 2009 - September 2011
Job
Industry Pharmaceuticals
Experience
Express Scripts January 2012 - May 2014
Bank of America November 2009 - September 2011
Bank of America, N.A. April 2009 - September 2011
Countrywide Bank 2007 - 2009
Fiserv CBS Worldwide January 2005 - September 2006
Fiserv (ASPAC) May 2003 - May 2004
Fiserv CBS Worldwide February 2000 - May 2003
AT&T 1990 - 1998
Education
The George Washington University - School of Business 1997 — 1998
Master Certification
University of the Philippines 1974 — 1978
BA
Express Scripts January 2012 - May 2014
Bank of America November 2009 - September 2011
Bank of America, N.A. April 2009 - September 2011
Countrywide Bank 2007 - 2009
Fiserv CBS Worldwide January 2005 - September 2006
Fiserv (ASPAC) May 2003 - May 2004
Fiserv CBS Worldwide February 2000 - May 2003
AT&T 1990 - 1998
Education
The George Washington University - School of Business 1997 — 1998
Master Certification
University of the Philippines 1974 — 1978
BA
Darlene Ash Darlene Ash's Bank of America, N.A. Experience 2002 - 2004
Job San Francisco Rental Assistance Coordinator for the Season of Sharing Fund at City and County of San Francisco
Industry Government Administration
Experience
City and County of San Francisco June 2014 - Present
City and County of San Francisco January 2012 - June 2014
Robert Half Legal August 2010 - December 2011
MPA Spa & Fitness April 2010 - August 2010
Lan Placements June 2007 - July 2008
Barclays Global Investors 2004 - 2006
Bank of America, N.A. 2002 - 2004
Intalio, Inc. and Saltare, Inc. November 2001 - February 2002
Siebel Systems, Inc. 1999 - 2001
Howard, Lytle, Petersen and Mah 1998 - 1999
Skills
Emergency Management...
Education
San Francisco Law School 1995 — 1999
JD, Law
University of California, Davis 1986 — 1991
B.A., Psychology
City and County of San Francisco June 2014 - Present
City and County of San Francisco January 2012 - June 2014
Robert Half Legal August 2010 - December 2011
MPA Spa & Fitness April 2010 - August 2010
Lan Placements June 2007 - July 2008
Barclays Global Investors 2004 - 2006
Bank of America, N.A. 2002 - 2004
Intalio, Inc. and Saltare, Inc. November 2001 - February 2002
Siebel Systems, Inc. 1999 - 2001
Howard, Lytle, Petersen and Mah 1998 - 1999
Skills
Emergency Management...
Education
San Francisco Law School 1995 — 1999
JD, Law
University of California, Davis 1986 — 1991
B.A., Psychology
Peter Loh Peter Loh's Bank of America, N.A. Experience August 1995 - August 1999
Job Partner at Gardere Wynne Sewell L.L.P.
Industry Law Practice
Experience
Gardere Wynne Sewell L.L.P. October 2006 - Present
Jackson Walker L.L.P. September 2002 - October 2006
Bank of America, N.A. August 1995 - August 1999
Skills
Trade Secrets, Commercial Litigation, Class Actions, Civil Litigation, Legal Research, Product Liability, Litigation, Intellectual Property, Trial Practice, Patent Litigation, Courts, Breach Of Contract, Business Litigation, Dispute Resolution, Torts, Litigation Management, Litigation Support, Appeals, Depositions
Education
The University of Texas School of Law 1999 — 2002
JD, Litigation
Georgetown University 1991 — 1995
Bachelor of Arts, Political Science
Brophy College Preparatory
Brophy College Preparatory
Gardere Wynne Sewell L.L.P. October 2006 - Present
Jackson Walker L.L.P. September 2002 - October 2006
Bank of America, N.A. August 1995 - August 1999
Skills
Trade Secrets, Commercial Litigation, Class Actions, Civil Litigation, Legal Research, Product Liability, Litigation, Intellectual Property, Trial Practice, Patent Litigation, Courts, Breach Of Contract, Business Litigation, Dispute Resolution, Torts, Litigation Management, Litigation Support, Appeals, Depositions
Education
The University of Texas School of Law 1999 — 2002
JD, Litigation
Georgetown University 1991 — 1995
Bachelor of Arts, Political Science
Brophy College Preparatory
Brophy College Preparatory
Michael Parkinson Michael Parkinson's Bank of America, N.A. Experience 2003 - 2005
Job Strategic Business Development Executive
Industry Computer Software
Experience
Apttus 2015 - Present
Vivature Health, Inc. 2013 - 2015
Wells-Gardner Technologies, Inc. 2011 - 2013
LG Electronics 2008 - 2011
LG Electronics USA, Inc. 2005 - 2008
Bank of America, N.A. 2003 - 2005
Florida Marlins Baseball Club, LLC (now Miami Marlins) 1999 - 2002
Florida Marlins Baseball Club, LLC 1997 - 1999
Florida Marlins Baseball Club, LLC 1995 - 1997
Skills
Strategic Partnerships, Strategy, Business Development, Competitive Analysis, Marketing Strategy, Go-to-market Strategy, Cross-functional Team..., Business Strategy, Sales, Sales Management, Market Research, SaaS, Management, Marketing Management, Building Brand Awareness, Selling, Venture Capital, Digital Media, Negotiation, Solution Selling, Strategic Planning, Project Management, Channel Partners, Strategic Alliances, Program Management, Market Analysis, Team Building, Brand Development, Market Planning, Multi-channel Marketing, Product Marketing, Lead Generation, Relationship Management, Market Development, Financial Analysis, Financial Modeling, Business Process..., Partner Management, Business Transformation, Change Management, Market Intelligence, Competitive Intelligence, User Interaction, Product Management, Strategic Thinking, Salesforce.com, Consultative Selling, Sponsorship, Narrowcasting
Education
University of Illinois at Urbana-Champaign
MBA, International Business/Trade/Commerce
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Westwood High School
Grisham Middle School
St. Hugh's Primary School
Apttus 2015 - Present
Vivature Health, Inc. 2013 - 2015
Wells-Gardner Technologies, Inc. 2011 - 2013
LG Electronics 2008 - 2011
LG Electronics USA, Inc. 2005 - 2008
Bank of America, N.A. 2003 - 2005
Florida Marlins Baseball Club, LLC (now Miami Marlins) 1999 - 2002
Florida Marlins Baseball Club, LLC 1997 - 1999
Florida Marlins Baseball Club, LLC 1995 - 1997
Skills
Strategic Partnerships, Strategy, Business Development, Competitive Analysis, Marketing Strategy, Go-to-market Strategy, Cross-functional Team..., Business Strategy, Sales, Sales Management, Market Research, SaaS, Management, Marketing Management, Building Brand Awareness, Selling, Venture Capital, Digital Media, Negotiation, Solution Selling, Strategic Planning, Project Management, Channel Partners, Strategic Alliances, Program Management, Market Analysis, Team Building, Brand Development, Market Planning, Multi-channel Marketing, Product Marketing, Lead Generation, Relationship Management, Market Development, Financial Analysis, Financial Modeling, Business Process..., Partner Management, Business Transformation, Change Management, Market Intelligence, Competitive Intelligence, User Interaction, Product Management, Strategic Thinking, Salesforce.com, Consultative Selling, Sponsorship, Narrowcasting
Education
University of Illinois at Urbana-Champaign
MBA, International Business/Trade/Commerce
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Westwood High School
Grisham Middle School
St. Hugh's Primary School
Jeff Hendricks's Bank of America, N.A. Experience June 2006 - Present
Job
Industry Commercial Real Estate
Experience
Bank of America, N.A. June 2006 - Present
Wells Fargo Bank, N.A. May 2005 - August 2005
Watkins Hamilton Ross February 2002 - July 2004
Education
The University of Texas at Austin 2004 — 2006
Master of Business Administration (MBA)
University of Houston 1997 — 2000
Master of Architecture
Southwestern University
BA, Mathematics
Trinity Valley School (Fort Worth, TX) 1986 — 1993
Diploma, High School
Bank of America, N.A. June 2006 - Present
Wells Fargo Bank, N.A. May 2005 - August 2005
Watkins Hamilton Ross February 2002 - July 2004
Education
The University of Texas at Austin 2004 — 2006
Master of Business Administration (MBA)
University of Houston 1997 — 2000
Master of Architecture
Southwestern University
BA, Mathematics
Trinity Valley School (Fort Worth, TX) 1986 — 1993
Diploma, High School
Jean-Baptiste Binz's Bank of America, N.A. Experience August 2004 - August 2006
Job Director Chief Operating Officer at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch September 2011 - Present
Bank of America Merrill Lynch May 2010 - August 2011
Bank of America Merrill Lynch September 2006 - April 2010
Bank of America, N.A. August 2004 - August 2006
Bank of America, N.A. September 2002 - August 2004
Societe Generale November 2000 - August 2002
Skills
Derivatives, Fixed Income, FX Options, Structured Products, Swaps, Options, Middle Office, Trading, Commodity, Emerging Markets, ABS, Credit, Capital Markets, Foreign Exchange, Investment Banking, Credit Derivatives, Project Management, Operation Optimization, Operation Efficiencies, Budget Monitoring, Expense Management, Regulatory Interactions, Credit Trading, French, Cost-savings, Electronic Trading, Interest Rate..., Market Risk, Credit Risk, Rates, Risk Management, Securities, Bloomberg, Financial Markets, Trading Systems, Back Office, Prime Brokerage, Portfolio Management, Financial Structuring, Hedge Funds, CDO, Bonds
Education
Université Lumière (Lyon II) 2000 — 2001
Master in Management of Capital Markets Operations, Operations Management and Supervision
ICHEC - Brussels Management School 1996 — 2000
Master in Commercial Sciences, Finance, General
Bank of America Merrill Lynch September 2011 - Present
Bank of America Merrill Lynch May 2010 - August 2011
Bank of America Merrill Lynch September 2006 - April 2010
Bank of America, N.A. August 2004 - August 2006
Bank of America, N.A. September 2002 - August 2004
Societe Generale November 2000 - August 2002
Skills
Derivatives, Fixed Income, FX Options, Structured Products, Swaps, Options, Middle Office, Trading, Commodity, Emerging Markets, ABS, Credit, Capital Markets, Foreign Exchange, Investment Banking, Credit Derivatives, Project Management, Operation Optimization, Operation Efficiencies, Budget Monitoring, Expense Management, Regulatory Interactions, Credit Trading, French, Cost-savings, Electronic Trading, Interest Rate..., Market Risk, Credit Risk, Rates, Risk Management, Securities, Bloomberg, Financial Markets, Trading Systems, Back Office, Prime Brokerage, Portfolio Management, Financial Structuring, Hedge Funds, CDO, Bonds
Education
Université Lumière (Lyon II) 2000 — 2001
Master in Management of Capital Markets Operations, Operations Management and Supervision
ICHEC - Brussels Management School 1996 — 2000
Master in Commercial Sciences, Finance, General
Bradley Buck, LEED® AP O+M's Bank of America, N.A. Experience May 2010 - June 2013
Job IT Professional
Industry Information Technology and Services
Experience
Bank of America June 2013 - April 2015
Bank of America, N.A. May 2010 - June 2013
Bank of America April 2009 - May 2010
Bank of America September 2007 - March 2009
Bank of America July 2007 - August 2007
Bank Of America May 2006 - August 2006
The Vanguard Group June 2005 - August 2005
Never-Enuff Internet June 2002 - July 2004
Skills
Data Analysis, VBA, SharePoint, SAS, Databases, Sustainability, Green Building, Green IT, Green Living, Data Mining, SQL, SQL Server 2000-2008, IT architectures, Excel, Microstrategy, Reporting & Analysis, Microsoft SQL Server, SSRS, Microsoft Excel, Six Sigma
Education
Penn State University 2003 — 2007
Bachelor of Science (B.S.)
Northern Cambria High School 1999 — 2003
Diploma
Bank of America June 2013 - April 2015
Bank of America, N.A. May 2010 - June 2013
Bank of America April 2009 - May 2010
Bank of America September 2007 - March 2009
Bank of America July 2007 - August 2007
Bank Of America May 2006 - August 2006
The Vanguard Group June 2005 - August 2005
Never-Enuff Internet June 2002 - July 2004
Skills
Data Analysis, VBA, SharePoint, SAS, Databases, Sustainability, Green Building, Green IT, Green Living, Data Mining, SQL, SQL Server 2000-2008, IT architectures, Excel, Microstrategy, Reporting & Analysis, Microsoft SQL Server, SSRS, Microsoft Excel, Six Sigma
Education
Penn State University 2003 — 2007
Bachelor of Science (B.S.)
Northern Cambria High School 1999 — 2003
Diploma
Rudy Jacques's Bank of America, N.A. Experience April 1997 - April 2004
Job Team Lead Financial Control at Northern Trust Hedge Fund Services, LLC
Industry Financial Services
Experience
Northern Trust Hedge Fund Services, LLC June 2013 - Present
Bank of America Merrill Lynch March 2007 - April 2011
Breakwater Trading April 2004 - May 2006
Bank of America, N.A. April 1997 - April 2004
Skills
Fixed Income, Options, CDS, Alternative Investments, Equities, Trading, Portfolio Management, Investments, Structured Products, Proprietary Trading, Derivatives, Hedge Funds, Bloomberg, Trading Systems, Electronic Trading, Bonds, Capital Markets, Mutual Funds, Financial Markets
Education
Loyola University of Chicago 1988 — 1991
Bachelor of Business Administration (BBA), Finance, General
Notre Dame
Northern Trust Hedge Fund Services, LLC June 2013 - Present
Bank of America Merrill Lynch March 2007 - April 2011
Breakwater Trading April 2004 - May 2006
Bank of America, N.A. April 1997 - April 2004
Skills
Fixed Income, Options, CDS, Alternative Investments, Equities, Trading, Portfolio Management, Investments, Structured Products, Proprietary Trading, Derivatives, Hedge Funds, Bloomberg, Trading Systems, Electronic Trading, Bonds, Capital Markets, Mutual Funds, Financial Markets
Education
Loyola University of Chicago 1988 — 1991
Bachelor of Business Administration (BBA), Finance, General
Notre Dame
Catherine McCarihan's Bank of America, N.A. Experience December 2006 - Present
Job Assistant General Counsel at Bank of America, N.A.
Industry Legal Services
Experience
Bank of America, N.A. December 2006 - Present
Reed Smith LLP September 2002 - November 2006
Education
Temple University - James E. Beasley School of Law 1999 — 2002
JD, Law
University of Rochester 1995 — 1999
BA, English, History
Bank of America, N.A. December 2006 - Present
Reed Smith LLP September 2002 - November 2006
Education
Temple University - James E. Beasley School of Law 1999 — 2002
JD, Law
University of Rochester 1995 — 1999
BA, English, History
Patrick Foo's Bank of America, N.A. Experience April 2006 - January 2014
Job Counsel at Hyundai Capital America
Industry Financial Services
Experience
Hyundai Capital America July 2014 - Present
Cove Financial Group, Inc. February 2014 - July 2014
Bank of America, N.A. April 2006 - January 2014
New Century Financial 2004 - March 2006
Visium Solutions March 2002 - June 2004
Commrad Communications 2000 - 2001
Arcata Associates, Inc. 1999 - 2000
Yarmoski Law Group 1995 - 1999
Skills
Legal Writing, Corporate Law, Licensing, Intellectual Property, Contract Negotiation, Advertising and..., Copyright Law, Financial Services, Negotiation, Securities, Trademarks, Mortgage Lending, Real Estate Transactions, Employment Law
Education
Southwestern University School of Law 1989 — 1992
JD
University of California, Santa Barbara 1985 — 1989
Bachelor of Arts (B.A.)
Hyundai Capital America July 2014 - Present
Cove Financial Group, Inc. February 2014 - July 2014
Bank of America, N.A. April 2006 - January 2014
New Century Financial 2004 - March 2006
Visium Solutions March 2002 - June 2004
Commrad Communications 2000 - 2001
Arcata Associates, Inc. 1999 - 2000
Yarmoski Law Group 1995 - 1999
Skills
Legal Writing, Corporate Law, Licensing, Intellectual Property, Contract Negotiation, Advertising and..., Copyright Law, Financial Services, Negotiation, Securities, Trademarks, Mortgage Lending, Real Estate Transactions, Employment Law
Education
Southwestern University School of Law 1989 — 1992
JD
University of California, Santa Barbara 1985 — 1989
Bachelor of Arts (B.A.)
Anasuya Mitra's Bank of America, N.A. Experience November 2006 - July 2007
Job Real Estate Credit Risk Analyst at Bank of America NA
Industry Banking
Experience
Bank of America NA November 2006 - July 2007
Bank of America Continuum Solutions November 2004 - November 2005
Capital IQ 2002 - 2004
CapitalIQ 2002 - 2004
Skills
Capital Markets, Valuation, Private Equity, Leadership, Financial Modeling, Financial Analysis, Investment Banking
Education
Amity Business School 2000 — 2002
PGDM, Finance, Marketing
St. John's College 1998 — 2000
M.Sc., Entomology
Dayalbagh Educational Institute 1994 — 1997
B.Sc (Honors), Zoology
Kendriya Vidyalaya
Bank of America NA November 2006 - July 2007
Bank of America Continuum Solutions November 2004 - November 2005
Capital IQ 2002 - 2004
CapitalIQ 2002 - 2004
Skills
Capital Markets, Valuation, Private Equity, Leadership, Financial Modeling, Financial Analysis, Investment Banking
Education
Amity Business School 2000 — 2002
PGDM, Finance, Marketing
St. John's College 1998 — 2000
M.Sc., Entomology
Dayalbagh Educational Institute 1994 — 1997
B.Sc (Honors), Zoology
Kendriya Vidyalaya
Richard Harmel's Bank of America, N.A. Experience January 2008 - February 2009
Job Director & Senior Manager, Strategic Targeting & Analysis (AML and Fraud) at Bank of America
Industry Financial Services
Experience
Bank of America May 2014 - Present
Bank of America March 2012 - May 2014
Bank of America August 2009 - March 2012
Bank of America June 2009 - August 2009
Bank of America, NA January 2008 - February 2009
Bank of America June 2002 - December 2007
Bank of America April 1991 - May 2002
Skills
Business Process..., Risk Management, Process Improvement, Cross-functional Team..., Six Sigma, Project Management, Change Management, Strategy, Integration, Team Building, Banking, Budgets, Leadership, Vendor Management, Analysis, Business Analysis
Education
University of Southern California - Marshall School of Business 1981 — 1983
MBA, Information Systems and International Finance
Claremont McKenna College 1972 — 1976
BS, Mathematics and Economics
Bank of America May 2014 - Present
Bank of America March 2012 - May 2014
Bank of America August 2009 - March 2012
Bank of America June 2009 - August 2009
Bank of America, NA January 2008 - February 2009
Bank of America June 2002 - December 2007
Bank of America April 1991 - May 2002
Skills
Business Process..., Risk Management, Process Improvement, Cross-functional Team..., Six Sigma, Project Management, Change Management, Strategy, Integration, Team Building, Banking, Budgets, Leadership, Vendor Management, Analysis, Business Analysis
Education
University of Southern California - Marshall School of Business 1981 — 1983
MBA, Information Systems and International Finance
Claremont McKenna College 1972 — 1976
BS, Mathematics and Economics
Radnall Ferguson's Bank of America, N.A. Experience April 2008 - Present
Job Vice President / Underwriter at Bank of America, N.A.
Industry Banking
Experience
Bank of America, N.A. April 2008 - Present
Education
University of Arkansas 1995 — 1997
Bank of America, N.A. April 2008 - Present
Education
University of Arkansas 1995 — 1997
Shirley de la Canal's Bank of America, N.A. Experience January 1996 - Present
Job Director at Bank of America, N.A.
Industry Banking
Experience
Bank of America, N.A. January 1996 - Present
Shipman & Goodwin LLP 1991 - August 1995
Satell Associates 1989 - 1991
Skills
Municipal, Derivatives, Non-profits, Bonds, Interest Rate..., Swaps, Hedge Funds
Education
Occidental College 1984 — 1988
Bachelor of Arts, Economics
University of Hartford 1991 — 1993
Bank of America, N.A. January 1996 - Present
Shipman & Goodwin LLP 1991 - August 1995
Satell Associates 1989 - 1991
Skills
Municipal, Derivatives, Non-profits, Bonds, Interest Rate..., Swaps, Hedge Funds
Education
Occidental College 1984 — 1988
Bachelor of Arts, Economics
University of Hartford 1991 — 1993
Greg Wheeler's Bank of America, N.A. Experience August 1989 - February 2003
Job CEO, The Private Bank BOK Financial Corporation
Industry Banking
Experience
BOK Financial Corporation March 2007 - Present
BOK Financial Corporation February 2003 - March 2007
Bank of America, N.A. August 1989 - February 2003
Education
Oklahoma City University 1990 — 1992
MBA, Finance
University of Oklahoma 1984 — 1989
BA, History
University of Oklahoma 1984 — 1989
BA, Political Science
Heritage Hall 1976 — 1984
BOK Financial Corporation March 2007 - Present
BOK Financial Corporation February 2003 - March 2007
Bank of America, N.A. August 1989 - February 2003
Education
Oklahoma City University 1990 — 1992
MBA, Finance
University of Oklahoma 1984 — 1989
BA, History
University of Oklahoma 1984 — 1989
BA, Political Science
Heritage Hall 1976 — 1984
Clinton Card's Bank of America, N.A. Experience September 1997 - January 2002
Job Processing Manager/ POD Coach, Home Equity Fulfillment, Capital One, N.A.
Industry Banking
Experience
Capital One February 2012 - Present
Capital One Bank July 2010 - February 2012
Washington Mutual Bank, N.A. January 2002 - July 2010
Bank of America, N.A. September 1997 - January 2002
Skills
Loans, Credit, Consumer Lending, Banking, Mortgage Lending, Retail Banking, Small Business Lending, Mortgage Banking, Commercial Lending, Credit Analysis, Loan Origination, Financial Services, Relationship Management, Risk Management, Credit Cards, Portfolio Management, Cross Selling, Lines Of Credit, Credit Risk, Customer Service
Education
Dallas Baptist University 1994 — 1999
Bachelor of Science, Psychology
Dallas Baptist University
Industrial and Organizational Psychology
Capital One February 2012 - Present
Capital One Bank July 2010 - February 2012
Washington Mutual Bank, N.A. January 2002 - July 2010
Bank of America, N.A. September 1997 - January 2002
Skills
Loans, Credit, Consumer Lending, Banking, Mortgage Lending, Retail Banking, Small Business Lending, Mortgage Banking, Commercial Lending, Credit Analysis, Loan Origination, Financial Services, Relationship Management, Risk Management, Credit Cards, Portfolio Management, Cross Selling, Lines Of Credit, Credit Risk, Customer Service
Education
Dallas Baptist University 1994 — 1999
Bachelor of Science, Psychology
Dallas Baptist University
Industrial and Organizational Psychology
David Lively's Bank of America, N.A. Experience June 2015 - Present
Job SVP, Market Manager West RegionDFS
Industry Banking
Experience
Bank of America, N.A. June 2015 - Present
Bank of America October 2012 - June 2015
SunTrust Bank April 2012 - October 2012
Bank of America June 2007 - May 2012
Regions Bank June 2006 - June 2007
Bank of America, N.A. April 2004 - June 2006
Dent-a-Med, Inc. August 2003 - April 2004
PRIMUS Financial Services June 1996 - August 2003
First National Bank December 1995 - June 1996
United Bank May 1994 - December 1995
Skills
New Business Development, Client Acquisition, Negotiation, Portfolio Management, Team Leadership, Strategic Partnerships, Commercial Lending, Salesforce.com, Sales Management, Sales Finance, Loans, Credit, Credit Analysis, Risk Management, Commercial Banking, Consumer Lending, Lines Of Credit, Management, Selling, Customer Acquisition, Credit Risk, Underwriting, Finance, Small Business Lending, Wealth Management, Customer Retention, Sales, Banking, Financial Risk, Financial Services, Business Development, Executive Management, Financial Analysis, Mergers & Acquisitions, Customer Service, Customer Satisfaction, Leadership, Relationship Management, Asset Based Lending, Treasury Management, Loan Origination
Education
Louisiana State University and Agricultural and Mechanical College
Banking, Graduate School of Banking
Washburn University
Bachelor's Degree, Business
Bank of America, N.A. June 2015 - Present
Bank of America October 2012 - June 2015
SunTrust Bank April 2012 - October 2012
Bank of America June 2007 - May 2012
Regions Bank June 2006 - June 2007
Bank of America, N.A. April 2004 - June 2006
Dent-a-Med, Inc. August 2003 - April 2004
PRIMUS Financial Services June 1996 - August 2003
First National Bank December 1995 - June 1996
United Bank May 1994 - December 1995
Skills
New Business Development, Client Acquisition, Negotiation, Portfolio Management, Team Leadership, Strategic Partnerships, Commercial Lending, Salesforce.com, Sales Management, Sales Finance, Loans, Credit, Credit Analysis, Risk Management, Commercial Banking, Consumer Lending, Lines Of Credit, Management, Selling, Customer Acquisition, Credit Risk, Underwriting, Finance, Small Business Lending, Wealth Management, Customer Retention, Sales, Banking, Financial Risk, Financial Services, Business Development, Executive Management, Financial Analysis, Mergers & Acquisitions, Customer Service, Customer Satisfaction, Leadership, Relationship Management, Asset Based Lending, Treasury Management, Loan Origination
Education
Louisiana State University and Agricultural and Mechanical College
Banking, Graduate School of Banking
Washburn University
Bachelor's Degree, Business
Jon Guckenberger's Bank of America, N.A. Experience 2004 - 2006
Job President at TigerHawk Holdings Inc.
Industry Financial Services
Experience
TigerHawk Holdings Inc. April 2009 - Present
Wachovia Securities May 2006 - May 2008
AEGON Asset Management December 1995 - May 2006
Bank of America, N.A. 2004 - 2006
Skills
Capital Markets, Risk Management, Portfolio Management, Strategy, Investments, Finance, Corporate Finance, Banking, Strategic Planning
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2001
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1989 — 1994
BBA, Finance
TigerHawk Holdings Inc. April 2009 - Present
Wachovia Securities May 2006 - May 2008
AEGON Asset Management December 1995 - May 2006
Bank of America, N.A. 2004 - 2006
Skills
Capital Markets, Risk Management, Portfolio Management, Strategy, Investments, Finance, Corporate Finance, Banking, Strategic Planning
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2001
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1989 — 1994
BBA, Finance
Nancy Flanders's Bank of America, N.A. Experience February 1989 - July 1995
Job Risk Business Model Manager for the Americas Region, Euler Hermes North America
Industry International Trade and Development
Experience
Euler Hermes North America May 1998 - Present
Maryland Department of Business and Economic Development (DEBD) October 1995 - May 1998
Bank of America, N.A. February 1989 - July 1995
Skills
Credit Insurance, Credit Risk, Credit Analysis, Underwriting, Trade Credit, Policy and Procedures
Education
University of Delaware 1986 — 1987
M.B.A., Finance
Fairleigh Dickinson University-Florham Campus 1980 — 1984
B.S. in Finance, Business Administration, Graduated Cum Laude
Euler Hermes North America May 1998 - Present
Maryland Department of Business and Economic Development (DEBD) October 1995 - May 1998
Bank of America, N.A. February 1989 - July 1995
Skills
Credit Insurance, Credit Risk, Credit Analysis, Underwriting, Trade Credit, Policy and Procedures
Education
University of Delaware 1986 — 1987
M.B.A., Finance
Fairleigh Dickinson University-Florham Campus 1980 — 1984
B.S. in Finance, Business Administration, Graduated Cum Laude
Felty, Joseph's Bank of America, N.A. Experience November 2006 - November 2008
Job Global Liquidity Risk Management Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch August 2015 - Present
Bank of America February 2013 - July 2015
Bank of America Merrill Lynch November 2008 - February 2013
Bank of America, N.A. November 2006 - November 2008
Bank of America April 2005 - October 2006
Skills
Management, Banking, Risk Management, Operational Risk, Enterprise Risk..., Treasury
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bank of America Merrill Lynch August 2015 - Present
Bank of America February 2013 - July 2015
Bank of America Merrill Lynch November 2008 - February 2013
Bank of America, N.A. November 2006 - November 2008
Bank of America April 2005 - October 2006
Skills
Management, Banking, Risk Management, Operational Risk, Enterprise Risk..., Treasury
Education
University of North Carolina at Chapel Hill 1994 — 1998
Steven Pachla's Bank of America, N.A. Experience June 2007 - May 2012
Job Commerical Real Estate Underwriter at PNC
Industry Banking
Experience
PNC June 2012 - Present
Bank of America, N.A. June 2007 - May 2012
LaSalle Bank Midwest, N.A. / Bank of America, N.A. June 2005 - June 2007
Doeren Mayhew January 1997 - January 2005
Skills
Credit, Commercial Lending, Loans, Banking, Credit Analysis, Portfolio Management, Underwriting, Financial Analysis, Risk Management, Lines Of Credit, Cash Flow, Commercial Banking, Construction Loans, Real Estate Financing, Credit Risk, Commercial Real Estate, Real Estate, Financial Risk
Education
Walsh College of Accountancy and Business Administration 2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General, 3.9
Macomb Community College
Associate, General Studies
PNC June 2012 - Present
Bank of America, N.A. June 2007 - May 2012
LaSalle Bank Midwest, N.A. / Bank of America, N.A. June 2005 - June 2007
Doeren Mayhew January 1997 - January 2005
Skills
Credit, Commercial Lending, Loans, Banking, Credit Analysis, Portfolio Management, Underwriting, Financial Analysis, Risk Management, Lines Of Credit, Cash Flow, Commercial Banking, Construction Loans, Real Estate Financing, Credit Risk, Commercial Real Estate, Real Estate, Financial Risk
Education
Walsh College of Accountancy and Business Administration 2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General, 3.9
Macomb Community College
Associate, General Studies
Elise McEachern's Bank of America, N.A. Experience
Job Senior Vice President at Bank of America, N.A.
Industry Banking
Experience
Bank of America, N.A.
Skills
Commercial Lending, Loans, Small Business Lending, Commercial Banking, Asset Based Lending, Credit, Treasury Management, Lines Of Credit, Business Analysis, Banking, Credit Analysis, Mortgage Lending, Risk Management, Relationship Management, Financial Analysis, Cash Management, Financial Services, Financial Risk, Portfolio Management
Education
Birmingham-Southern College 1985 — 1989
Bank of America, N.A.
Skills
Commercial Lending, Loans, Small Business Lending, Commercial Banking, Asset Based Lending, Credit, Treasury Management, Lines Of Credit, Business Analysis, Banking, Credit Analysis, Mortgage Lending, Risk Management, Relationship Management, Financial Analysis, Cash Management, Financial Services, Financial Risk, Portfolio Management
Education
Birmingham-Southern College 1985 — 1989
Denise Vasquez's Bank of America, N.A. Experience May 2011 - June 2014
Job at Bank of America, N.A.
Industry Banking
Experience
Bank of America June 2014 - Present
Bank of America, N.A. May 2011 - June 2014
Kass, Shuler, Solomon, Spector, Foyle & Singer, P.A. August 2010 - April 2011
mortgage NOW, Inc April 2006 - January 2009
New Century Mortgage June 2005 - October 2006
H&R Block Mortgage July 1998 - December 2004
Chase Manhattan Mortgage Corp August 1990 - June 1997
Skills
default administration, Sales, Loan Origination, Mortgage Lending, Negotiation, Team Building, Default, Foreclosures, Mortgage Servicing, Credit, Residential Mortgages, Business Process..., Loss Mitigation, Loan Servicing, Risk Management, Refinance, Mortgage Underwriting, Relationship Management, Portfolio Management, Mortgage Banking, FHA financing, VA loans, Credit Risk, Loan Modifications, Government Loans, Business Process, Compliance, Legal Compliance, Marketing Communications, Management, Project Management, Change Management, Operations Management, Accounting, USDA, FHA Financing, VA Loans
Education
Saint Leo University 2006 — 2010
Business Management
Bank of America June 2014 - Present
Bank of America, N.A. May 2011 - June 2014
Kass, Shuler, Solomon, Spector, Foyle & Singer, P.A. August 2010 - April 2011
mortgage NOW, Inc April 2006 - January 2009
New Century Mortgage June 2005 - October 2006
H&R Block Mortgage July 1998 - December 2004
Chase Manhattan Mortgage Corp August 1990 - June 1997
Skills
default administration, Sales, Loan Origination, Mortgage Lending, Negotiation, Team Building, Default, Foreclosures, Mortgage Servicing, Credit, Residential Mortgages, Business Process..., Loss Mitigation, Loan Servicing, Risk Management, Refinance, Mortgage Underwriting, Relationship Management, Portfolio Management, Mortgage Banking, FHA financing, VA loans, Credit Risk, Loan Modifications, Government Loans, Business Process, Compliance, Legal Compliance, Marketing Communications, Management, Project Management, Change Management, Operations Management, Accounting, USDA, FHA Financing, VA Loans
Education
Saint Leo University 2006 — 2010
Business Management
Gabriel Bernal's Bank of America, N.A. Experience November 2005 - April 2008
Job Assistant Vice President at Bank of America
Industry Capital Markets
Experience
Bank of America July 2010 - Present
Bank of America April 2008 - June 2010
Bank of America, N.A. November 2005 - April 2008
Bank One/Chase Investment Services July 2000 - April 2005
Skills
Derivatives, Equities, Trading, Fixed Income, Investments, Capital Markets, Risk Management, Banking, Investment Banking, Bloomberg, Trading Systems, Credit Derivatives, Securities, Interest Rate..., Equity Derivatives, FX Options, Middle Office
Education
University of Illinois at Chicago 1996 — 2000
Bachelor of Business Administration (B.B.A.), concentration in Finance, Finance, General
Bank of America July 2010 - Present
Bank of America April 2008 - June 2010
Bank of America, N.A. November 2005 - April 2008
Bank One/Chase Investment Services July 2000 - April 2005
Skills
Derivatives, Equities, Trading, Fixed Income, Investments, Capital Markets, Risk Management, Banking, Investment Banking, Bloomberg, Trading Systems, Credit Derivatives, Securities, Interest Rate..., Equity Derivatives, FX Options, Middle Office
Education
University of Illinois at Chicago 1996 — 2000
Bachelor of Business Administration (B.B.A.), concentration in Finance, Finance, General
Richard E. Ramirez, CFCS's Bank of America, N.A. Experience October 2003 - May 2005
Job Senior Examiner at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority May 2014 - Present
PNC Financial Services Group, Inc. September 2012 - May 2014
Seward & Kissel LLP May 2008 - May 2011
Boehringer Ingelheim Pharmaceuticals, Inc. May 2005 - November 2007
Bank of America, N.A. October 2003 - May 2005
Citigroup Global Markets Inc. June 2004 - August 2004
Pfizer, Inc. 2001 - 2002
Skills
Legal Research, Management, Legal Writing, Leadership, Corporate Law, Litigation, Entrepreneurship, CRM, Spanish, Risk Management, Microsoft Office, Westlaw, Start-ups, Analysis, Finance, Banking, Lotus Notes, Compliance, Collaboration, Communication, Financial Services, LexisNexis, osCommerce, Public Interest, Securities Regulation
Education
Seton Hall University School of Law 2007 — 2011
Doctor of Law (J.D.)
Seton Hall University 2001 — 2005
Bachelor of Science in Business Administration (B.S.)
Financial Industry Regulatory Authority May 2014 - Present
PNC Financial Services Group, Inc. September 2012 - May 2014
Seward & Kissel LLP May 2008 - May 2011
Boehringer Ingelheim Pharmaceuticals, Inc. May 2005 - November 2007
Bank of America, N.A. October 2003 - May 2005
Citigroup Global Markets Inc. June 2004 - August 2004
Pfizer, Inc. 2001 - 2002
Skills
Legal Research, Management, Legal Writing, Leadership, Corporate Law, Litigation, Entrepreneurship, CRM, Spanish, Risk Management, Microsoft Office, Westlaw, Start-ups, Analysis, Finance, Banking, Lotus Notes, Compliance, Collaboration, Communication, Financial Services, LexisNexis, osCommerce, Public Interest, Securities Regulation
Education
Seton Hall University School of Law 2007 — 2011
Doctor of Law (J.D.)
Seton Hall University 2001 — 2005
Bachelor of Science in Business Administration (B.S.)
Michael Clayborne's Bank of America, N.A. Experience September 2011 - Present
Job Energy Banking, Natural Resources
Industry Banking
Experience
Bank of America, N.A. September 2011 - Present
RBS Citizens Financial Group, Inc. December 2006 - September 2011
Sovereign Bancorp, Inc. (Santander Bank, N.A.) January 2003 - December 2006
Nutter McClennen & Fish LLP September 2000 - December 2002
Skills
Commercial Banking, Financial Risk, Credit Analysis, Loans, Banking, Commercial Lending, Credit, Credit Risk, Financial Analysis, Portfolio Management, Financial Modeling, Corporate Finance, Relationship Management, Retail Banking, Underwriting, Investments, Risk Management, Capital Markets, Investment Banking, Fixed Income, Mergers & Acquisitions, Contract Negotiation
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.), Finance, General
Boston College Law School
Doctor of Law (J.D.)
St. Edward's University
Bachelor of Arts (B.A.)
Bank of America, N.A. September 2011 - Present
RBS Citizens Financial Group, Inc. December 2006 - September 2011
Sovereign Bancorp, Inc. (Santander Bank, N.A.) January 2003 - December 2006
Nutter McClennen & Fish LLP September 2000 - December 2002
Skills
Commercial Banking, Financial Risk, Credit Analysis, Loans, Banking, Commercial Lending, Credit, Credit Risk, Financial Analysis, Portfolio Management, Financial Modeling, Corporate Finance, Relationship Management, Retail Banking, Underwriting, Investments, Risk Management, Capital Markets, Investment Banking, Fixed Income, Mergers & Acquisitions, Contract Negotiation
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.), Finance, General
Boston College Law School
Doctor of Law (J.D.)
St. Edward's University
Bachelor of Arts (B.A.)
Cayce Cooke's Bank of America, N.A. Experience April 2006 - December 2007
Job Executive Recruiter at Charles Aris, Inc.
Industry Staffing and Recruiting
Experience
Charles Aris, Inc. 2008 - Present
Bank of America, NA April 2006 - December 2007
Education
Appalachian State University 2001 — 2005
B.S. Business Administration, Management
Charles Aris, Inc. 2008 - Present
Bank of America, NA April 2006 - December 2007
Education
Appalachian State University 2001 — 2005
B.S. Business Administration, Management
Greg Crow's Bank of America, N.A. Experience August 1995 - January 2005
Job International Trade Finance Specialist at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2006 - Present
Bank of America, N.A. August 1995 - January 2005
Education
Trinity University 1984 — 1989
JPMorgan Chase May 2006 - Present
Bank of America, N.A. August 1995 - January 2005
Education
Trinity University 1984 — 1989
Brian Pincket's Bank of America, N.A. Experience November 1999 - September 2002
Job V.P. & General Counsel of MatrixOneSource
Industry Legal Services
Experience
MatrixOneSource May 2007 - Present
Lindell, Farson & Pincket, P.A. January 2005 - May 2007
Milam Howard Nicandri Dees & Gillam, P.A. October 2002 - December 2004
Bank of America, N.A. November 1999 - September 2002
Bombardier Capital February 1999 - November 1999
Southeast Toyota/JM Family Enterprises/World Omni Financial 1991 - 1999
English, McCaughan & O'Bryan, P.A. June 1987 - July 1991
Akerman Senterfitt & Eidson May 1985 - June 1987
Supreme Court of Florida 1984 - 1985
District Court of Appeal, First District 1983 - 1984
Education
Florida State University College of Law 1982 — 1985
Juris Doctorate
University of Miami - School of Business 1979 — 1982
Bachelor of Business Administration, Finance
MatrixOneSource May 2007 - Present
Lindell, Farson & Pincket, P.A. January 2005 - May 2007
Milam Howard Nicandri Dees & Gillam, P.A. October 2002 - December 2004
Bank of America, N.A. November 1999 - September 2002
Bombardier Capital February 1999 - November 1999
Southeast Toyota/JM Family Enterprises/World Omni Financial 1991 - 1999
English, McCaughan & O'Bryan, P.A. June 1987 - July 1991
Akerman Senterfitt & Eidson May 1985 - June 1987
Supreme Court of Florida 1984 - 1985
District Court of Appeal, First District 1983 - 1984
Education
Florida State University College of Law 1982 — 1985
Juris Doctorate
University of Miami - School of Business 1979 — 1982
Bachelor of Business Administration, Finance
Mercedes Benavides Flores's Bank of America, N.A. Experience January 2007 - February 2015
Job Senior Legal Counsel at CST Brands, Inc.
Industry Retail
Experience
CST Brands, Inc. June 2015 - Present
Fortune 500 Company (Insurance and Banking) March 2015 - June 2015
Bank of America, N.A. January 2007 - February 2015
J.C.Penney Corporation April 2004 - January 2007
Skills
Corporate Law, Contract Negotiation, Licensing, Real Estate, Legal Assistance, Negotiation, Commercial Real Estate, Dispute Resolution, Legal Advice, Risk Management, Real Estate Transactions, Legal Compliance, Legal Translation, Vendor Management, Vendor Contracts, Corporate Real Estate, Leases, Procurement, Lease Negotiations
Education
St. Mary's University School of Law 1999 — 2002
Juris Doctor, Law
Texas Tech University 1994 — 1998
Bachelors of Arts, Psychology and Sociology
CST Brands, Inc. June 2015 - Present
Fortune 500 Company (Insurance and Banking) March 2015 - June 2015
Bank of America, N.A. January 2007 - February 2015
J.C.Penney Corporation April 2004 - January 2007
Skills
Corporate Law, Contract Negotiation, Licensing, Real Estate, Legal Assistance, Negotiation, Commercial Real Estate, Dispute Resolution, Legal Advice, Risk Management, Real Estate Transactions, Legal Compliance, Legal Translation, Vendor Management, Vendor Contracts, Corporate Real Estate, Leases, Procurement, Lease Negotiations
Education
St. Mary's University School of Law 1999 — 2002
Juris Doctor, Law
Texas Tech University 1994 — 1998
Bachelors of Arts, Psychology and Sociology
Vito Rago's Bank of America, N.A. Experience January 2005 - June 2008
Job Trade Services Professional III, Officer Team Lead at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank September 2013 - Present
JPMorgan Chase May 2009 - September 2013
Fenwal, Inc., a Fresenius Kabi Company October 2008 - May 2009
Bank of America, N.A. January 2005 - June 2008
Skills
Trade Finance, Credit, Letters of Credit, Trading, Portfolio Management, Financial Analysis, Credit Analysis, Treasury Management, Credit Risk, Risk Management, Management, Cash Management
Education
DePaul University 1999 — 2003
Bachelor of Arts (B.A.), Accounting
Triton College 1991 — 1999
Fifth Third Bank September 2013 - Present
JPMorgan Chase May 2009 - September 2013
Fenwal, Inc., a Fresenius Kabi Company October 2008 - May 2009
Bank of America, N.A. January 2005 - June 2008
Skills
Trade Finance, Credit, Letters of Credit, Trading, Portfolio Management, Financial Analysis, Credit Analysis, Treasury Management, Credit Risk, Risk Management, Management, Cash Management
Education
DePaul University 1999 — 2003
Bachelor of Arts (B.A.), Accounting
Triton College 1991 — 1999
Karen Kulwin's Bank of America, N.A. Experience June 2011 - July 2013
Job Associate General Counsel Regulatory Compliance
Industry Law Practice
Experience
The LOGS Group, LLC July 2013 - Present
Bank of America, N.A. June 2011 - July 2013
Old Republic Equity Credit Services, Inc. April 2010 - June 2011
Fisher and Shapiro, LLC June 2008 - April 2010
Mayer Brown February 2007 - May 2008
JD Powerclubs dba Carclub.Com 1998 - 2000
Skills
Courts, Legal Research, Outlook, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Strategic Planning, Human Resources, Operations Management, Banking, Management, Mortgage Lending, Contract Negotiation, Finance, Legal Writing, Real Estate, Risk Management, Foreclosures, Process Improvement, Business Analysis, Mortgage Banking, Loans, Civil Litigation, Portfolio Management, Mortgage Servicing, Real Estate Transactions, Vendor Management, Due Diligence, Westlaw, Training, Corporate Law, Team Building, Loan Servicing, Financial Services, Negotiation
Education
DePaul University College of Law 2003 — 2006
J.D., Law
San Francisco State University 2001 — 2003
Master's degree, Master of Arts Candidate, Economics & International Relations
San Francisco State University 2000 — 2002
B.A., Liberal Arts with Emphasis in Economics
Palm Beach Community College 1996 — 1998
Associate of Arts and Sciences (A.A.S.), Computer Science
The LOGS Group, LLC July 2013 - Present
Bank of America, N.A. June 2011 - July 2013
Old Republic Equity Credit Services, Inc. April 2010 - June 2011
Fisher and Shapiro, LLC June 2008 - April 2010
Mayer Brown February 2007 - May 2008
JD Powerclubs dba Carclub.Com 1998 - 2000
Skills
Courts, Legal Research, Outlook, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Strategic Planning, Human Resources, Operations Management, Banking, Management, Mortgage Lending, Contract Negotiation, Finance, Legal Writing, Real Estate, Risk Management, Foreclosures, Process Improvement, Business Analysis, Mortgage Banking, Loans, Civil Litigation, Portfolio Management, Mortgage Servicing, Real Estate Transactions, Vendor Management, Due Diligence, Westlaw, Training, Corporate Law, Team Building, Loan Servicing, Financial Services, Negotiation
Education
DePaul University College of Law 2003 — 2006
J.D., Law
San Francisco State University 2001 — 2003
Master's degree, Master of Arts Candidate, Economics & International Relations
San Francisco State University 2000 — 2002
B.A., Liberal Arts with Emphasis in Economics
Palm Beach Community College 1996 — 1998
Associate of Arts and Sciences (A.A.S.), Computer Science
Frederick Meagher's Bank of America, N.A. Experience April 2004 - May 2007
Job President at Currently Being Formed
Industry Financial Services
Experience
Currently Being Formed August 2008 - Present
Gerber Finance, Inc. May 2007 - August 2008
Bank of America, NA April 2004 - May 2007
Education
Boston College 1977 — 1981
BA, Economics and Philosophy
Currently Being Formed August 2008 - Present
Gerber Finance, Inc. May 2007 - August 2008
Bank of America, NA April 2004 - May 2007
Education
Boston College 1977 — 1981
BA, Economics and Philosophy
Ken O'Rorke's Bank of America, N.A. Experience June 2010 - Present
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America, N.A. June 2010 - Present
Bank of America, N.A. April 2008 - June 2010
Bank of America, N.A. September 2006 - April 2008
Bank of America, N.A. August 2003 - September 2006
Bank of America, N.A. July 2002 - August 2003
Emerging Media Investments, LLC August 1998 - July 2002
InterComm Holdings, LLC July 1995 - July 1998
TV por Cable Nacional July 1994 - July 1995
Communications Equity Associates, Inc. February 1991 - June 1994
Chase Manhattan Bank, N.A. June 1987 - September 1989
Skills
Six Sigma Blackbelt, Series 7 (Inactive), Lean Manufacturing, Performance Benchmarking, Process Improvement, Operational Risk..., Portfolio Management, Business Strategy, Cross-functional Team..., Management, Start-ups, Six Sigma, Credit Cards, Risk Management, Business Analysis, Banking, Financial Analysis, CRM
Education
University of South Florida 1985 — 1990
Master of Arts (M.A.), Economics
Wharton School of Business 1987 — 1987
Executive Marketing Program, Marketing
University of South Florida - College of Business Administration 1977 — 1980
Bachelor of Arts (B.A.), Finance and Economics
Bank of America, N.A. June 2010 - Present
Bank of America, N.A. April 2008 - June 2010
Bank of America, N.A. September 2006 - April 2008
Bank of America, N.A. August 2003 - September 2006
Bank of America, N.A. July 2002 - August 2003
Emerging Media Investments, LLC August 1998 - July 2002
InterComm Holdings, LLC July 1995 - July 1998
TV por Cable Nacional July 1994 - July 1995
Communications Equity Associates, Inc. February 1991 - June 1994
Chase Manhattan Bank, N.A. June 1987 - September 1989
Skills
Six Sigma Blackbelt, Series 7 (Inactive), Lean Manufacturing, Performance Benchmarking, Process Improvement, Operational Risk..., Portfolio Management, Business Strategy, Cross-functional Team..., Management, Start-ups, Six Sigma, Credit Cards, Risk Management, Business Analysis, Banking, Financial Analysis, CRM
Education
University of South Florida 1985 — 1990
Master of Arts (M.A.), Economics
Wharton School of Business 1987 — 1987
Executive Marketing Program, Marketing
University of South Florida - College of Business Administration 1977 — 1980
Bachelor of Arts (B.A.), Finance and Economics
Cathy Fitzmaurice's Bank of America, N.A. Experience 2006 - Present
Job Vice President at Banc of America Securiteis
Industry Financial Services
Experience
Banc of America Securiteis April 2006 - Present
Bank of America, N.A. 2006 - Present
Broadridge 2012 - 2012
JPMorgan Chase June 2005 - March 2006
Credit Suisse 2002 - 2005
Lehman Brothers 1992 - 2002
Education
Manhattanville College 1984 — 1988
B.A., Philosophy
Banc of America Securiteis April 2006 - Present
Bank of America, N.A. 2006 - Present
Broadridge 2012 - 2012
JPMorgan Chase June 2005 - March 2006
Credit Suisse 2002 - 2005
Lehman Brothers 1992 - 2002
Education
Manhattanville College 1984 — 1988
B.A., Philosophy
Aimee Silveyra's Bank of America, N.A. Experience July 1979 - March 2001
Job Branch Manager at Tropical Financial Credit Union
Industry Financial Services
Experience
Tropical Financial Credit Union March 2006 - Present
Union Planters Bank April 2001 - May 2003
Bank of America, N.A. July 1979 - March 2001
Bank of America July 1979 - March 2001
Skills
Credit, Loans, Banking, Credit Unions, Mortgage Lending, Small Business Lending, Loan Origination, Management, Commercial Lending, Consumer Lending, Retail Banking, Credit Analysis, Commercial Banking, Risk Management, Financial Services, AML, Finance, Underwriting, FHA, Sales, Mortgage Banking, Insurance, Branch Banking
Education
Miami Dade College
Tropical Financial Credit Union March 2006 - Present
Union Planters Bank April 2001 - May 2003
Bank of America, N.A. July 1979 - March 2001
Bank of America July 1979 - March 2001
Skills
Credit, Loans, Banking, Credit Unions, Mortgage Lending, Small Business Lending, Loan Origination, Management, Commercial Lending, Consumer Lending, Retail Banking, Credit Analysis, Commercial Banking, Risk Management, Financial Services, AML, Finance, Underwriting, FHA, Sales, Mortgage Banking, Insurance, Branch Banking
Education
Miami Dade College
Gary Gamaldo's Bank of America, N.A. Experience June 2006 - January 2007
Job Business Banking Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2014 - Present
Wells Fargo Bank, N.A. April 2010 - January 2014
Capital One Financial Corp February 2009 - June 2010
Bank of America January 2007 - January 2009
Bank of America, N.A. June 2006 - January 2007
Bank of America, N.A. July 2005 - June 2006
Coca-Cola Enterprises November 2004 - July 2005
Brooklyn Welding Corporation July 2001 - August 2002
Independence Community Bank (now Sovereign Bank) November 2000 - July 2001
Skills
Credit Analysis, Commercial Lending, Credit, Commercial Banking, Small Business Lending, Credit Risk, Relationship Management, Diversity, Loans, Banking, Financial Risk, Financial Analysis, Mortgage Lending, Lines Of Credit, Management, Underwriting, Finance, Investments, Treasury Management, Analysis, Cash Flow, Strategic Financial..., Corporate Finance, Asset Based Lending, Portfolio Management, Commercial Mortgages, Retail Banking, Consumer Lending, Loan Origination, Financial Structuring, Risk Management, SBA, Auditing
Education
American International College 1997 — 2004
Master of Business Administration (M.B.A.)
American International College 1996 — 2000
Bachelor of Applied Science (B.A.Sc.)
Wells Fargo January 2014 - Present
Wells Fargo Bank, N.A. April 2010 - January 2014
Capital One Financial Corp February 2009 - June 2010
Bank of America January 2007 - January 2009
Bank of America, N.A. June 2006 - January 2007
Bank of America, N.A. July 2005 - June 2006
Coca-Cola Enterprises November 2004 - July 2005
Brooklyn Welding Corporation July 2001 - August 2002
Independence Community Bank (now Sovereign Bank) November 2000 - July 2001
Skills
Credit Analysis, Commercial Lending, Credit, Commercial Banking, Small Business Lending, Credit Risk, Relationship Management, Diversity, Loans, Banking, Financial Risk, Financial Analysis, Mortgage Lending, Lines Of Credit, Management, Underwriting, Finance, Investments, Treasury Management, Analysis, Cash Flow, Strategic Financial..., Corporate Finance, Asset Based Lending, Portfolio Management, Commercial Mortgages, Retail Banking, Consumer Lending, Loan Origination, Financial Structuring, Risk Management, SBA, Auditing
Education
American International College 1997 — 2004
Master of Business Administration (M.B.A.)
American International College 1996 — 2000
Bachelor of Applied Science (B.A.Sc.)
Eliza Novak-Checansky's Bank of America, N.A. Experience October 2013 - April 2015
Job Paralegal at Mercury Insurance
Industry Legal Services
Experience
Mercury Insurance April 2015 - Present
Bank of America, N.A. October 2013 - April 2015
Bank of America, N.A. March 2012 - April 2015
Bank of America Home Loans December 2010 - March 2012
Bank of America March 2010 - December 2010
Crump April 2009 - March 2010
Scherzer International November 2006 - November 2008
Kroll November 2005 - November 2006
Skills
Editing, Blogging, Social Media, Litigation, Westlaw, Microsoft Office, Legal Research, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Sales, Leadership, Escalation Resolution, Event Planning, Government, Research, Management, Mortgage Banking, Investigation, Team Building, Process Improvement, Risk Management, Training, Public Speaking, Loans, Civil Litigation, Lexis, Bankruptcy, Mortgage Servicing, Document Review, Trials, Underwriting, Litigation Support, Private Investigations, Legal Writing, Insurance, Courts, Legal Assistance, Mediation, Banking, Outlook, Mortgage Lending, Corporate Law, Fraud, Quality Assurance, Negotiation, Background Checks, Due Diligence, LexisNexis
Education
University of California, Santa Barbara 2009 — 2012
ABA Paralegal Certificate, Paralegal Studies
California State University-Northridge 2002 — 2005
Bachelor of Arts, English, Cum Laude
California State University-Northridge 2002 — 2005
Bachelor of Arts, English, Cum Laude
La Reina High School
Bachelor of Arts, English
University of California, Santa Barbara Extension
ABA Paralegal Certificate, Paralegal Studies
Mercury Insurance April 2015 - Present
Bank of America, N.A. October 2013 - April 2015
Bank of America, N.A. March 2012 - April 2015
Bank of America Home Loans December 2010 - March 2012
Bank of America March 2010 - December 2010
Crump April 2009 - March 2010
Scherzer International November 2006 - November 2008
Kroll November 2005 - November 2006
Skills
Editing, Blogging, Social Media, Litigation, Westlaw, Microsoft Office, Legal Research, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Sales, Leadership, Escalation Resolution, Event Planning, Government, Research, Management, Mortgage Banking, Investigation, Team Building, Process Improvement, Risk Management, Training, Public Speaking, Loans, Civil Litigation, Lexis, Bankruptcy, Mortgage Servicing, Document Review, Trials, Underwriting, Litigation Support, Private Investigations, Legal Writing, Insurance, Courts, Legal Assistance, Mediation, Banking, Outlook, Mortgage Lending, Corporate Law, Fraud, Quality Assurance, Negotiation, Background Checks, Due Diligence, LexisNexis
Education
University of California, Santa Barbara 2009 — 2012
ABA Paralegal Certificate, Paralegal Studies
California State University-Northridge 2002 — 2005
Bachelor of Arts, English, Cum Laude
California State University-Northridge 2002 — 2005
Bachelor of Arts, English, Cum Laude
La Reina High School
Bachelor of Arts, English
University of California, Santa Barbara Extension
ABA Paralegal Certificate, Paralegal Studies
Kushal Bhakta's Bank of America, N.A. Experience September 2001 - November 2014
Job Sidley Austin LLP
Industry Financial Services
Experience
Sidley Austin LLP June 2015 - Present
Bank of America, N.A. September 2001 - November 2014
Allen Matkins 1999 - 2001
Skills
Capital Markets, Corporate Finance, Securities, Securitization, Due Diligence, Mergers, Mortgage Servicing, Structured Finance, Legal Writing, Loss Mitigation, Acquisitions, Divestitures, Contract Negotiation, Securities Regulation
Education
University of California, Hastings College of the Law 1992 — 1995
JD, law
University of California, Los Angeles 1988 — 1992
BA, Economics
Sidley Austin LLP June 2015 - Present
Bank of America, N.A. September 2001 - November 2014
Allen Matkins 1999 - 2001
Skills
Capital Markets, Corporate Finance, Securities, Securitization, Due Diligence, Mergers, Mortgage Servicing, Structured Finance, Legal Writing, Loss Mitigation, Acquisitions, Divestitures, Contract Negotiation, Securities Regulation
Education
University of California, Hastings College of the Law 1992 — 1995
JD, law
University of California, Los Angeles 1988 — 1992
BA, Economics
William Kuhlmann's Bank of America, N.A. Experience July 2007 - June 2012
Job Senior Vice PresidentTrust at Security Bank and Trust
Industry Banking
Experience
Security Bank and Trust January 2013 - Present
Bank of America, N.A. July 2007 - June 2012
U.S. Trust Company, N.A. 2002 - 2008
LB Community Bank and Trust (Lutheran Brotherhood) 1999 - 2002
Lindquist & Vennum PLLP 1994 - 1999
US Bank (First Trust, N.A.) 1988 - 1994
Consul Corporation 1985 - 1989
Best & Flanagan 1981 - 1983
Northern City National Bank (First Bank System) 1975 - 1981
Skills
Trust Services, Estate Planning, Wealth Management, Asset Managment, Private Banking, Asset Allocation, Investment Management, Strategic Financial..., Securities, Wealth Management..., Retirement Planning, Asset Management, Trusts, Investments, High Net Worth..., Financial Advisory, Portfolio Management, Alternative Investments, Financial Services, Succession Planning, Equities, Wealth, Estate Administration, Tax, Estate Law, Series 7, Investment Advisory
Education
University of Minnesota Law School 1972 — 1975
J.D., cum laude, Law
Carleton College 1968 — 1972
B.A., Government and International Relations
Security Bank and Trust January 2013 - Present
Bank of America, N.A. July 2007 - June 2012
U.S. Trust Company, N.A. 2002 - 2008
LB Community Bank and Trust (Lutheran Brotherhood) 1999 - 2002
Lindquist & Vennum PLLP 1994 - 1999
US Bank (First Trust, N.A.) 1988 - 1994
Consul Corporation 1985 - 1989
Best & Flanagan 1981 - 1983
Northern City National Bank (First Bank System) 1975 - 1981
Skills
Trust Services, Estate Planning, Wealth Management, Asset Managment, Private Banking, Asset Allocation, Investment Management, Strategic Financial..., Securities, Wealth Management..., Retirement Planning, Asset Management, Trusts, Investments, High Net Worth..., Financial Advisory, Portfolio Management, Alternative Investments, Financial Services, Succession Planning, Equities, Wealth, Estate Administration, Tax, Estate Law, Series 7, Investment Advisory
Education
University of Minnesota Law School 1972 — 1975
J.D., cum laude, Law
Carleton College 1968 — 1972
B.A., Government and International Relations
Monica Eleanor Windham's Bank of America, N.A. Experience December 2004 - April 2012
Job State/Local Tax Manager, VP
Industry Banking
Experience
Bank of America, N.A. December 2004 - April 2012
Bank of America, N.A./NationsBank January 1998 - December 2004
Skills
Banking, Budgets, Mergers & Acquisitions, Internal Audit, Forecasting, Finance, Auditing, Internal Controls, Process Improvement, Tax, Management, Strategy, Due Diligence, Corporate Finance, Portfolio Management, Financial Services
Education
University of North Florida
Bachelor of Business Administration (BBA), Finance and Banking
Bank of America, N.A. December 2004 - April 2012
Bank of America, N.A./NationsBank January 1998 - December 2004
Skills
Banking, Budgets, Mergers & Acquisitions, Internal Audit, Forecasting, Finance, Auditing, Internal Controls, Process Improvement, Tax, Management, Strategy, Due Diligence, Corporate Finance, Portfolio Management, Financial Services
Education
University of North Florida
Bachelor of Business Administration (BBA), Finance and Banking
Jay Bullie, CFA's Bank of America, N.A. Experience May 2008 - September 2011
Job Associate Director at Fitch Ratings
Industry Real Estate
Experience
Fitch Ratings February 2012 - Present
Bank of America, N.A. May 2008 - September 2011
Bank of America, N.A. January 2007 - May 2008
Bank of America, N.A. June 2006 - December 2006
Perry Capital LLC June 2005 - August 2005
Burt Hill Kosar Rittelmann and Associates January 2001 - January 2004
Skills
Credit Analysis, CMBS, Real Estate Transactions, Financial Analysis, Financial Modeling, Strategic Financial..., Real Estate Economics, Market Research
Education
University of Wisconsin-Madison - School of Business 2004 — 2006
Masters, Real Estate Finance and Applied Security Analysis
Kent State University 2000 — 2001
Bachelor, Architecture
Kent State University 1996 — 2000
Bachelor of Science, Fine Arts
Fitch Rating Credit Training
Fitch Credit Academy - Core Curriculum
Fitch Ratings February 2012 - Present
Bank of America, N.A. May 2008 - September 2011
Bank of America, N.A. January 2007 - May 2008
Bank of America, N.A. June 2006 - December 2006
Perry Capital LLC June 2005 - August 2005
Burt Hill Kosar Rittelmann and Associates January 2001 - January 2004
Skills
Credit Analysis, CMBS, Real Estate Transactions, Financial Analysis, Financial Modeling, Strategic Financial..., Real Estate Economics, Market Research
Education
University of Wisconsin-Madison - School of Business 2004 — 2006
Masters, Real Estate Finance and Applied Security Analysis
Kent State University 2000 — 2001
Bachelor, Architecture
Kent State University 1996 — 2000
Bachelor of Science, Fine Arts
Fitch Rating Credit Training
Fitch Credit Academy - Core Curriculum
Maria Teresa Kelley's Bank of America, N.A. Experience May 2008 - September 2012
Job Experienced Quality Assurance Underwriter
Industry Banking
Experience
Quicken Loans June 2015 - Present
JustinBradley May 2014 - March 2015
Specialized Loan Servicing LLC December 2013 - May 2014
Randstad Finance & Accounting September 2012 - October 2013
Bank of America, N.A. May 2008 - September 2012
Aurora Loan Services, a Division of Lehman Brothers Bank August 2002 - January 2008
Skills
Mortgage Banking, Finance, Loans, Credit, Loan Origination, Mortgage Lending, Mortgage Underwriting, Credit Analysis, Underwriting, Microsoft Excel, Risk Management, Mortgage Servicing, Commercial Lending, Loss Mitigation, Credit Risk, Banking, Loan Servicing
Education
Collin County Community College 2011 — 2012
Associate of Arts, Accounting
US Air Force 1986 — 1990
Honorably Discharged, Human Resources Management/Personnel Administration, General
Quicken Loans June 2015 - Present
JustinBradley May 2014 - March 2015
Specialized Loan Servicing LLC December 2013 - May 2014
Randstad Finance & Accounting September 2012 - October 2013
Bank of America, N.A. May 2008 - September 2012
Aurora Loan Services, a Division of Lehman Brothers Bank August 2002 - January 2008
Skills
Mortgage Banking, Finance, Loans, Credit, Loan Origination, Mortgage Lending, Mortgage Underwriting, Credit Analysis, Underwriting, Microsoft Excel, Risk Management, Mortgage Servicing, Commercial Lending, Loss Mitigation, Credit Risk, Banking, Loan Servicing
Education
Collin County Community College 2011 — 2012
Associate of Arts, Accounting
US Air Force 1986 — 1990
Honorably Discharged, Human Resources Management/Personnel Administration, General
Eric Ptak's Bank of America, N.A. Experience July 2010 - May 2013
Job Analyst, Servicing Systems Group
Industry Banking
Experience
PHH Mortgage July 2014 - Present
Bank of America, NA July 2010 - May 2013
Bank of America, NA February 2009 - July 2010
Bank of America, NA September 2006 - February 2009
Bank of America, NA August 2003 - August 2006
NCO Financial Systems November 2001 - July 2003
AAC Contracting July 2000 - May 2001
Eldre Components, Inc May 1997 - December 1999
Skills
Loans, Banking, Financial Analysis, Microsoft Excel, Customer Service, Mortgage Servicing, Cash Management, Mortgage Lending, Risk Management
Education
Rochester Institute of Technology 1996 — 2000
Mechanical Engineering, Industrial Engineering
Erie Community College 1995 — 1996
Engineering Science
Erie Community College 1984 — 1985
Engineering Science
PHH Mortgage July 2014 - Present
Bank of America, NA July 2010 - May 2013
Bank of America, NA February 2009 - July 2010
Bank of America, NA September 2006 - February 2009
Bank of America, NA August 2003 - August 2006
NCO Financial Systems November 2001 - July 2003
AAC Contracting July 2000 - May 2001
Eldre Components, Inc May 1997 - December 1999
Skills
Loans, Banking, Financial Analysis, Microsoft Excel, Customer Service, Mortgage Servicing, Cash Management, Mortgage Lending, Risk Management
Education
Rochester Institute of Technology 1996 — 2000
Mechanical Engineering, Industrial Engineering
Erie Community College 1995 — 1996
Engineering Science
Erie Community College 1984 — 1985
Engineering Science
Kody Goode's Bank of America, N.A. Experience August 2005 - December 2006
Job Annual Giving Officer at Abilene Christian University
Industry Fund-Raising
Experience
Abilene Christian University September 2008 - Present
State Farm Insurance November 2006 - September 2008
Bank of America N.A August 2005 - December 2006
Texas N.A November 2004 - August 2005
First Financial Bankshares, Inc. February 2001 - November 2004
First Financial Bankshares, Inc. August 1999 - February 2001
KTXS News 12 August 1997 - August 1999
Skills
Event Planning, Non-profits, Grant Writing, Event Management, Community Outreach, Public Speaking, Philanthropy, Program Development, Social Media, Public Relations, Volunteer Management, Direct Mail, Editing, Facebook, Research, Marketing, Stewardship, Social Networking, Microsoft Office, Fundraising, Management, Higher Education, Nonprofits, Press Releases, Time Management
Education
Abilene Christian University 1993 — 1997
Communications, Television Production
Harding University 1993 — 1994
Abilene Christian University
Bachelors of Science, Mass Communication
Abilene Christian University September 2008 - Present
State Farm Insurance November 2006 - September 2008
Bank of America N.A August 2005 - December 2006
Texas N.A November 2004 - August 2005
First Financial Bankshares, Inc. February 2001 - November 2004
First Financial Bankshares, Inc. August 1999 - February 2001
KTXS News 12 August 1997 - August 1999
Skills
Event Planning, Non-profits, Grant Writing, Event Management, Community Outreach, Public Speaking, Philanthropy, Program Development, Social Media, Public Relations, Volunteer Management, Direct Mail, Editing, Facebook, Research, Marketing, Stewardship, Social Networking, Microsoft Office, Fundraising, Management, Higher Education, Nonprofits, Press Releases, Time Management
Education
Abilene Christian University 1993 — 1997
Communications, Television Production
Harding University 1993 — 1994
Abilene Christian University
Bachelors of Science, Mass Communication
Lynn Johnston's Bank of America, N.A. Experience September 2000 - October 2002
Job Senior Vice President at Regions Bank
Industry Banking
Experience
Regions Bank August 2010 - Present
Citibank N.A. June 2007 - August 2010
WaMu May 2005 - June 2007
Beal Bank May 2003 - March 2005
Bank of America, NA September 2000 - October 2002
Bank One 1999 - 2000
Avcom Technologies 1999 - 1999
FDIC 1990 - 1994
Office of Thrift Supervision 1986 - 1990
Allied Bankshares 1983 - 1986
Skills
Loans, Credit Risk, Commercial Lending, Credit, Real Estate Economics, Finance, Commercial Mortgages, Due Diligence, Asset Based Lending, Relationship Management, Mortgage Lending, Portfolio Management, Leadership, Financial Structuring, Asset Management, Financial Risk, Loan Origination, Commercial Real Estate, Syndications, Refinance, Investments, Investment Properties, Treasury Management, Valuation, Credit Analysis, Risk Management, Banking, Commercial Banking, Strategy, Underwriting, Management, Executive Management, Consumer Lending, Negotiation, Structured Finance, Retail Banking, Cash Management, Lines Of Credit, Private Banking, Small Business Lending, Mortgage Banking
Education
Dallas Baptist University 1972 — 1976
BA
Dallas Theological Seminary
Regions Bank August 2010 - Present
Citibank N.A. June 2007 - August 2010
WaMu May 2005 - June 2007
Beal Bank May 2003 - March 2005
Bank of America, NA September 2000 - October 2002
Bank One 1999 - 2000
Avcom Technologies 1999 - 1999
FDIC 1990 - 1994
Office of Thrift Supervision 1986 - 1990
Allied Bankshares 1983 - 1986
Skills
Loans, Credit Risk, Commercial Lending, Credit, Real Estate Economics, Finance, Commercial Mortgages, Due Diligence, Asset Based Lending, Relationship Management, Mortgage Lending, Portfolio Management, Leadership, Financial Structuring, Asset Management, Financial Risk, Loan Origination, Commercial Real Estate, Syndications, Refinance, Investments, Investment Properties, Treasury Management, Valuation, Credit Analysis, Risk Management, Banking, Commercial Banking, Strategy, Underwriting, Management, Executive Management, Consumer Lending, Negotiation, Structured Finance, Retail Banking, Cash Management, Lines Of Credit, Private Banking, Small Business Lending, Mortgage Banking
Education
Dallas Baptist University 1972 — 1976
BA
Dallas Theological Seminary
Darlene Bordelon's Bank of America, N.A. Experience 2002 - 2005
Job Real Estate Mortgage Assistant through Randstad Staffing
Industry Banking
Experience
Randstad Staffing August 2010 - February 2011
Irwin Union Bank November 2006 - August 2010
IRWIN UNION BANK AND TRUST COMPANY October 2007 - January 2010
Bank of America February 2000 - June 2005
Bank of America, N.A. 2002 - 2005
American Community Bank 2000 - 2002
Regions Bank January 1994 - January 2000
Yendis Realty 1998 - 2000
Yendis Realy January 1992 - January 1994
First Pontchartrain Savings and Loan February 1988 - January 1992
Skills
Credit, Loans, Finance, Mortgage Lending, Commercial Lending, Banking, Consumer Lending, Loan Servicing, Retail Banking, Accounts Payable, SBA, Commercial Banking, Lines Of Credit
Education
Central Piedmont Community College
Grace King High School
School name:
Tulane University
Randstad Staffing August 2010 - February 2011
Irwin Union Bank November 2006 - August 2010
IRWIN UNION BANK AND TRUST COMPANY October 2007 - January 2010
Bank of America February 2000 - June 2005
Bank of America, N.A. 2002 - 2005
American Community Bank 2000 - 2002
Regions Bank January 1994 - January 2000
Yendis Realty 1998 - 2000
Yendis Realy January 1992 - January 1994
First Pontchartrain Savings and Loan February 1988 - January 1992
Skills
Credit, Loans, Finance, Mortgage Lending, Commercial Lending, Banking, Consumer Lending, Loan Servicing, Retail Banking, Accounts Payable, SBA, Commercial Banking, Lines Of Credit
Education
Central Piedmont Community College
Grace King High School
School name:
Tulane University
Ray Tullius's Bank of America, N.A. Experience September 2010 - Present
Job Attorney
Industry Legal Services
Experience
Bank of America, N.A. September 2010 - Present
O'Melveny and Myers May 2002 - May 2006
Pillsbury Winthrop Shaw Pittman September 2000 - May 2002
Skills
ERISA, Executive Pay, Employee Benefits
Education
Georgetown University Law Center
J.D.
Harvard University
A.B.
Bank of America, N.A. September 2010 - Present
O'Melveny and Myers May 2002 - May 2006
Pillsbury Winthrop Shaw Pittman September 2000 - May 2002
Skills
ERISA, Executive Pay, Employee Benefits
Education
Georgetown University Law Center
J.D.
Harvard University
A.B.
Laurel Holmes, CPA's Bank of America, N.A. Experience 2010 - 2011
Job Risk Advisory at Dixon Hughes Goodman LLP
Industry Accounting
Experience
Dixon Hughes Goodman, LLP January 2012 - Present
Bank of America, N.A. 2010 - 2011
Lat Purser & Associates, Inc. 2006 - 2009
Ernst & Young, LLP 2004 - 2006
Skills
Internal Controls, Finance, Financial Reporting, Financial Analysis, Accounting, Banking, Essbase, IT Audit, Internal Audit, Sarbanes-Oxley, Real Estate, Budget Management, Variance Analysis, Joint Ventures, Forecasting, Restructures, ERP Implementations, Consolidated Financial...
Education
Bob Jones University
Bachelor of Science, Accounting and Spanish
Dixon Hughes Goodman, LLP January 2012 - Present
Bank of America, N.A. 2010 - 2011
Lat Purser & Associates, Inc. 2006 - 2009
Ernst & Young, LLP 2004 - 2006
Skills
Internal Controls, Finance, Financial Reporting, Financial Analysis, Accounting, Banking, Essbase, IT Audit, Internal Audit, Sarbanes-Oxley, Real Estate, Budget Management, Variance Analysis, Joint Ventures, Forecasting, Restructures, ERP Implementations, Consolidated Financial...
Education
Bob Jones University
Bachelor of Science, Accounting and Spanish
Stacey Gray's Bank of America, N.A. Experience April 2007 - December 2010
Job Mathematics Teacher at Murphy Performance Academy
Industry Education Management
Experience
Murphy Performance Academy July 2013 - Present
Junior Achievement of Southeastern Michigan March 2012 - Present
Eastern Michigan University August 2007 - May 2012
Bank of America, N.A. April 2007 - December 2010
Comerica Bank 2007 - 2008
LaSalle Bank, N.A. August 1987 - April 2007
ABN AMRO Bank N.V. 2001 - 2003
Skills
Banking, Portfolio Management, Commercial Banking, Asset Managment, Wealth Management, Investments, Risk Management, Asset Allocation, Financial Analysis, Strategic Financial..., Securities, Equities, Compliance, Financial Modeling, Valuation, Mutual Funds, Investment Management, Investment Advisory, Retirement Planning, Funding, Finance, Due Diligence, Financial Risk, Investment Strategies, Investment Banking, Trading, Fixed Income, Credit Risk, Relationship Management, Cash Management, Financial Services, Asset Management
Education
Eastern Michigan University 2007 — 2012
Teacher Certification, Education
University of Detroit Mercy School of Law 1991 — 1995
J.D., Law
Mercy College of Detroit 1988 — 1991
Bachelor of Science (B.S.), Finance
Tennessee State University 1980 — 1983
Henry Ford High School 1978 — 1979
Diploma
Cass Tech High School 1976 — 1978
Murphy Performance Academy July 2013 - Present
Junior Achievement of Southeastern Michigan March 2012 - Present
Eastern Michigan University August 2007 - May 2012
Bank of America, N.A. April 2007 - December 2010
Comerica Bank 2007 - 2008
LaSalle Bank, N.A. August 1987 - April 2007
ABN AMRO Bank N.V. 2001 - 2003
Skills
Banking, Portfolio Management, Commercial Banking, Asset Managment, Wealth Management, Investments, Risk Management, Asset Allocation, Financial Analysis, Strategic Financial..., Securities, Equities, Compliance, Financial Modeling, Valuation, Mutual Funds, Investment Management, Investment Advisory, Retirement Planning, Funding, Finance, Due Diligence, Financial Risk, Investment Strategies, Investment Banking, Trading, Fixed Income, Credit Risk, Relationship Management, Cash Management, Financial Services, Asset Management
Education
Eastern Michigan University 2007 — 2012
Teacher Certification, Education
University of Detroit Mercy School of Law 1991 — 1995
J.D., Law
Mercy College of Detroit 1988 — 1991
Bachelor of Science (B.S.), Finance
Tennessee State University 1980 — 1983
Henry Ford High School 1978 — 1979
Diploma
Cass Tech High School 1976 — 1978
James J. Ryan's Bank of America, N.A. Experience June 1980 - August 1980
Job Adjunct Professor at Mercy College Graduate School of Business
Industry Investment Management
Experience
Mercy College Graduate School of Business May 2013 - Present
HSBC Securities August 2004 - September 2008
Southport Partners March 2003 - July 2004
UBS Investment Bank January 2001 - February 2003
JPMorgan Chase January 1998 - January 2001
Salomon Brothers September 1992 - December 1997
Credit Suisse First Boston September 1983 - September 1992
Smith Barney Harris Upham September 1981 - September 1983
Bank of America, N.A. June 1980 - August 1980
Skills
Investment Banking, Corporate Finance, Mergers, Capital Markets, Securities, Trading, Mergers & Acquisitions, Hedge Funds, Investments, Finance, Alternative Investments, Private Equity, Acquisitions, Equities, Venture Capital, Emerging Markets, Valuation
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Colgate University 1970 — 1974
BA, English
Mercy College Graduate School of Business May 2013 - Present
HSBC Securities August 2004 - September 2008
Southport Partners March 2003 - July 2004
UBS Investment Bank January 2001 - February 2003
JPMorgan Chase January 1998 - January 2001
Salomon Brothers September 1992 - December 1997
Credit Suisse First Boston September 1983 - September 1992
Smith Barney Harris Upham September 1981 - September 1983
Bank of America, N.A. June 1980 - August 1980
Skills
Investment Banking, Corporate Finance, Mergers, Capital Markets, Securities, Trading, Mergers & Acquisitions, Hedge Funds, Investments, Finance, Alternative Investments, Private Equity, Acquisitions, Equities, Venture Capital, Emerging Markets, Valuation
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Colgate University 1970 — 1974
BA, English
MICHAEL CANALE's Bank of America, N.A. Experience July 1988 - Present
Job SENIOR VICE PRESIDENT at BANK OF AMERICA, N.A.
Industry Banking
Experience
BANK OF AMERICA, N.A. July 1988 - Present
Education
Oklahoma State University 1972 — 1977
BBA, Marketing/Management
BANK OF AMERICA, N.A. July 1988 - Present
Education
Oklahoma State University 1972 — 1977
BBA, Marketing/Management
Patty Berryman, MBA's Bank of America, N.A. Experience January 1985 - January 1989
Job Wells Fargo Capital Finance 3 Month Renew Contract
Industry Financial Services
Experience
Wells Fargo Capital Finance March 2015 - Present
Self-Employed January 2004 - December 2014
ANB Bank June 2013 - February 2014
US Bank N.A. January 1999 - January 2004
U.S. Bank N.A. January 1989 - January 1999
Bank of America N.A January 1985 - January 1989
Skills
Financial Services, Sales, Banking, Credit Analysis, Retail Banking, Underwriting, Commercial Banking, Credit Risk, Mortgage Lending, Commercial Lending, Consumer Lending, Customer Service, Small Business Lending, Branch Banking, Property Management, Rental Properties, Business Development, Data Analysis, Real Estate, Finance, Financial Reporting, Financial Accounting, Oil & Gas, Healthcare, Hospitality, Residential Homes, Process Improvement, Inventory Management, Leadership, Team Leadership, Microsoft Excel, Management, Project Management, Marketing, Sales Management, Nonprofits, Contract Negotiation, Operations Management, Online Marketing, Sales Operations, Event Planning, Project Planning, Quality Control, Retail, Market Research, Teaching, Team Management, Troubleshooting, Writing, Portfolio Management
Education
DePaul University 1987 — 1989
MBA, Marketing
Miami University 1981 — 1985
BS, Finance
Wells Fargo Capital Finance March 2015 - Present
Self-Employed January 2004 - December 2014
ANB Bank June 2013 - February 2014
US Bank N.A. January 1999 - January 2004
U.S. Bank N.A. January 1989 - January 1999
Bank of America N.A January 1985 - January 1989
Skills
Financial Services, Sales, Banking, Credit Analysis, Retail Banking, Underwriting, Commercial Banking, Credit Risk, Mortgage Lending, Commercial Lending, Consumer Lending, Customer Service, Small Business Lending, Branch Banking, Property Management, Rental Properties, Business Development, Data Analysis, Real Estate, Finance, Financial Reporting, Financial Accounting, Oil & Gas, Healthcare, Hospitality, Residential Homes, Process Improvement, Inventory Management, Leadership, Team Leadership, Microsoft Excel, Management, Project Management, Marketing, Sales Management, Nonprofits, Contract Negotiation, Operations Management, Online Marketing, Sales Operations, Event Planning, Project Planning, Quality Control, Retail, Market Research, Teaching, Team Management, Troubleshooting, Writing, Portfolio Management
Education
DePaul University 1987 — 1989
MBA, Marketing
Miami University 1981 — 1985
BS, Finance
Glenn Dekow's Bank of America, N.A. Experience May 2011 - August 2012
Job Senior Project Manager Consultant at Flagstar Bank
Industry Banking
Experience
Flagstar Bank December 2014 - Present
Dekow Consulting May 2011 - Present
Retreat Capital Management, Inc. September 2012 - October 2013
Bank of America, NA May 2011 - August 2012
Hyde House Group July 2009 - May 2011
Washington Mutual July 2008 - June 2009
Washington Mutual January 2005 - June 2008
Washington Mutual March 2001 - December 2004
Wells Fargo Home Mortgage January 1998 - September 2000
AccuBanc Mortgage Corporation June 1994 - December 1997
Skills
Loan Servicing, Loss Mitigation, Mortgage Lending, Loans, Mortgage Banking, FHA, Vendor Management, Underwriting, Loan Origination, Program Management, Banking, Residential Mortgages
Education
Suffolk University Law School 1998 — 2001
Juris Doctor, Law
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1993
MBA, Finance and Operations Management
Dartmouth College 1982 — 1986
Bachelor of Arts, Psychology & Religion
Flagstar Bank December 2014 - Present
Dekow Consulting May 2011 - Present
Retreat Capital Management, Inc. September 2012 - October 2013
Bank of America, NA May 2011 - August 2012
Hyde House Group July 2009 - May 2011
Washington Mutual July 2008 - June 2009
Washington Mutual January 2005 - June 2008
Washington Mutual March 2001 - December 2004
Wells Fargo Home Mortgage January 1998 - September 2000
AccuBanc Mortgage Corporation June 1994 - December 1997
Skills
Loan Servicing, Loss Mitigation, Mortgage Lending, Loans, Mortgage Banking, FHA, Vendor Management, Underwriting, Loan Origination, Program Management, Banking, Residential Mortgages
Education
Suffolk University Law School 1998 — 2001
Juris Doctor, Law
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1993
MBA, Finance and Operations Management
Dartmouth College 1982 — 1986
Bachelor of Arts, Psychology & Religion
Elaine Epps's Bank of America, N.A. Experience September 1981 - August 1985
Job Small Business Professional / Ensuring Greater Efficiency for Your Small Business
Industry Packaging and Containers
Experience
TurboFil Packaging Machines September 2002 - Present
Pedal Ancillary Services September 1995 - June 1998
Counsel Press Inc. September 1985 - March 1988
Bank of America, N.A. September 1981 - August 1985
C. Itoh & Co. June 1980 - September 1981
Skills
Microsoft Excel, Strategic Planning, Microsoft Office, Financial Analysis, New Business Development, Product Management, Finance, Marketing, Mergers, Non-profits, Product Development, Accounting, Banking, Credit, Social Media, Leadership Development, Loans, Business Analysis, Real Estate, Accounts Receivable, QuickBooks, Quicken
Education
New York University - Leonard N. Stern School of Business 1982 — 1988
MBA, Computer Applications & Information Systems
National Westminster Bank Loan Officer Development Program 1983 — 1984
Accounting & Finance
New York University 1976 — 1980
B.A., Music, Economics
TurboFil Packaging Machines September 2002 - Present
Pedal Ancillary Services September 1995 - June 1998
Counsel Press Inc. September 1985 - March 1988
Bank of America, N.A. September 1981 - August 1985
C. Itoh & Co. June 1980 - September 1981
Skills
Microsoft Excel, Strategic Planning, Microsoft Office, Financial Analysis, New Business Development, Product Management, Finance, Marketing, Mergers, Non-profits, Product Development, Accounting, Banking, Credit, Social Media, Leadership Development, Loans, Business Analysis, Real Estate, Accounts Receivable, QuickBooks, Quicken
Education
New York University - Leonard N. Stern School of Business 1982 — 1988
MBA, Computer Applications & Information Systems
National Westminster Bank Loan Officer Development Program 1983 — 1984
Accounting & Finance
New York University 1976 — 1980
B.A., Music, Economics
Amie Morales's Bank of America, N.A. Experience July 2005 - April 2006
Job Office of the Consumer Ombudsman Consumer Acccount Analyst at Ocwen Loan Servicing, LLC
Industry Real Estate
Experience
Ocwen Loan Servicing, LLC January 2013 - Present
MacsFilms Entertainment December 2010 - Present
Homeward Residential, Inc. November 2011 - December 2012
Claire's April 2011 - January 2012
Homeward Residential, Inc. September 2009 - November 2011
Homeward Residential, Inc. November 2008 - September 2009
Bank of America May 2005 - December 2008
Bank of America, N.A. July 2005 - April 2006
Bank of America April 2002 - July 2005
Bank of America, N.A. July 2001 - March 2002
Skills
Legal Writing, Mortgage Lending, Fraud, Legal Research, Westlaw, Real Estate, Outlook, Litigation, Corporate Governance, Due Diligence, Foreclosures, Credit, Securities
Education
University of Phoenix 2009 — 2011
BA, Business Management
Bryant & Stratton College 2001 — 2005
Associates, Paralegal Studies
Bryant and Stratton College 2001 — 2005
AOS, Paralegal Studies
University of Phoenix
BA, Business Management
Ocwen Loan Servicing, LLC January 2013 - Present
MacsFilms Entertainment December 2010 - Present
Homeward Residential, Inc. November 2011 - December 2012
Claire's April 2011 - January 2012
Homeward Residential, Inc. September 2009 - November 2011
Homeward Residential, Inc. November 2008 - September 2009
Bank of America May 2005 - December 2008
Bank of America, N.A. July 2005 - April 2006
Bank of America April 2002 - July 2005
Bank of America, N.A. July 2001 - March 2002
Skills
Legal Writing, Mortgage Lending, Fraud, Legal Research, Westlaw, Real Estate, Outlook, Litigation, Corporate Governance, Due Diligence, Foreclosures, Credit, Securities
Education
University of Phoenix 2009 — 2011
BA, Business Management
Bryant & Stratton College 2001 — 2005
Associates, Paralegal Studies
Bryant and Stratton College 2001 — 2005
AOS, Paralegal Studies
University of Phoenix
BA, Business Management
Doug Forman's Bank of America, N.A. Experience 2007 - 2015
Job Credit Review Manager at Bank of America
Industry Banking
Experience
Bank of America February 2007 - Present
Bank of America NA 2007 - 2015
Bank of America NA 2007 - 2015
Bank of Hawaii September 2002 - October 2005
Skills
Banking, Risk Management, Commercial Lending, Credit, Credit Analysis, Credit Risk, Loans, Commercial Banking, Financial Risk, Corporate Finance, Capital Markets, Finance, Portfolio Management, Financial Analysis
Education
Boston University 1970 — 1974
Bachelor of Science in Business Administration, Business Administration and Management, General
Bank of America February 2007 - Present
Bank of America NA 2007 - 2015
Bank of America NA 2007 - 2015
Bank of Hawaii September 2002 - October 2005
Skills
Banking, Risk Management, Commercial Lending, Credit, Credit Analysis, Credit Risk, Loans, Commercial Banking, Financial Risk, Corporate Finance, Capital Markets, Finance, Portfolio Management, Financial Analysis
Education
Boston University 1970 — 1974
Bachelor of Science in Business Administration, Business Administration and Management, General
Evelyn Ocaña's Bank of America, N.A. Experience October 2012 - November 2013
Job Executive Assistant at Castle & Cooke, Inc
Industry Executive Office
Experience
Castle & Cooke, Inc November 2013 - Present
Bank of America N.A October 2012 - November 2013
Goshgarian & Marshall May 2011 - October 2012
Dion-Kindem & Crockett December 2005 - April 2011
Southern California Legal Group May 1999 - September 2005
Skills
Wordperfect, Microsoft Word, Microsoft Excel, Spreadsheets, PowerPoint, Calendaring, Telephone Skills, Office Management, Confidentiality, Administrative..., Document Management, Office Administration, Outlook, Fax, Scanners, 10 Key, Calendars, Data Entry, Westlaw, Document Review, Legal Research, Legal Assistance, Litigation Support, Trials, Litigation, Legal Documents, Lexis, Civil Litigation, Depositions, Filing, PACER, Bankruptcy, Pleadings
Education
Pierce College 2011 — 2012
Associate's degree, Business Administration and Management, General
InterCoast Colleges-Burbank 2004 — 2005
Paralegal Certificate, Paralegal Studies
Castle & Cooke, Inc November 2013 - Present
Bank of America N.A October 2012 - November 2013
Goshgarian & Marshall May 2011 - October 2012
Dion-Kindem & Crockett December 2005 - April 2011
Southern California Legal Group May 1999 - September 2005
Skills
Wordperfect, Microsoft Word, Microsoft Excel, Spreadsheets, PowerPoint, Calendaring, Telephone Skills, Office Management, Confidentiality, Administrative..., Document Management, Office Administration, Outlook, Fax, Scanners, 10 Key, Calendars, Data Entry, Westlaw, Document Review, Legal Research, Legal Assistance, Litigation Support, Trials, Litigation, Legal Documents, Lexis, Civil Litigation, Depositions, Filing, PACER, Bankruptcy, Pleadings
Education
Pierce College 2011 — 2012
Associate's degree, Business Administration and Management, General
InterCoast Colleges-Burbank 2004 — 2005
Paralegal Certificate, Paralegal Studies
Cathy Holton's Bank of America, N.A. Experience 1997 - 1999
Job Accounting at Compass Consulting Group, Inc
Industry Insurance
Experience
Compass Consulting Group, Inc March 2006 - Present
Independent 1999 - 2006
Bank of America, N.A. 1997 - 1999
Barnett Banks, Inc. 1996 - 1997
Barnett Banks, Inc. 1995 - 1996
Barnett Banks, Inc. 1993 - 1995
Barnett Banks, Inc. 1990 - 1993
Barnett Bank of South Florida, N.A. 1988 - 1990
Barnett Bank of South Florida, N.A. 1984 - 1988
Barnett Bank of South Florida, N.A. 1983 - 1984
Skills
Program Management, Microsoft Office, Financial Analysis, Sales, Strategic Planning, Accounting, Management Consulting, Microsoft Excel, Business Development, Project Management, Employee Benefits, Team Building, Budgets, Employee Training, Banking, Employee Relations, Business Analysis, Account Management, Training, Marketing Strategy, Process Improvement, Coaching, Customer Service, Operations Management, Management, Leadership, Retail Banking
Education
Florida State University 1979 — 1983
Bachelor's Degree, Finance
Compass Consulting Group, Inc March 2006 - Present
Independent 1999 - 2006
Bank of America, N.A. 1997 - 1999
Barnett Banks, Inc. 1996 - 1997
Barnett Banks, Inc. 1995 - 1996
Barnett Banks, Inc. 1993 - 1995
Barnett Banks, Inc. 1990 - 1993
Barnett Bank of South Florida, N.A. 1988 - 1990
Barnett Bank of South Florida, N.A. 1984 - 1988
Barnett Bank of South Florida, N.A. 1983 - 1984
Skills
Program Management, Microsoft Office, Financial Analysis, Sales, Strategic Planning, Accounting, Management Consulting, Microsoft Excel, Business Development, Project Management, Employee Benefits, Team Building, Budgets, Employee Training, Banking, Employee Relations, Business Analysis, Account Management, Training, Marketing Strategy, Process Improvement, Coaching, Customer Service, Operations Management, Management, Leadership, Retail Banking
Education
Florida State University 1979 — 1983
Bachelor's Degree, Finance
Joel Cassell, CTP's Bank of America, N.A. Experience September 1997 - May 2004
Job Treasury Analyst
Industry Marketing and Advertising
Experience
Innovairre Communications, LLC February 2015 - Present
Dechert LLP September 2013 - January 2015
Blank Rome LLP June 2007 - August 2013
Bank of America May 2004 - June 2007
Bank of America, N.A. September 1997 - May 2004
Bank of America, N.A. June 1996 - January 1997
Skills
Cash Management, Treasury Management, Accounts Receivable, Accounts Payable, Risk Management, Account Reconciliation, Banking, Accounting, Management, Payments, Financial Statements, Escrow, Journal Entries, Credit, Financial Analysis, Analysis, Finance
Education
Villanova University 2012 — 2012
Treasury Management
San Francisco State University
B. S, Business Management
Innovairre Communications, LLC February 2015 - Present
Dechert LLP September 2013 - January 2015
Blank Rome LLP June 2007 - August 2013
Bank of America May 2004 - June 2007
Bank of America, N.A. September 1997 - May 2004
Bank of America, N.A. June 1996 - January 1997
Skills
Cash Management, Treasury Management, Accounts Receivable, Accounts Payable, Risk Management, Account Reconciliation, Banking, Accounting, Management, Payments, Financial Statements, Escrow, Journal Entries, Credit, Financial Analysis, Analysis, Finance
Education
Villanova University 2012 — 2012
Treasury Management
San Francisco State University
B. S, Business Management
Suzan Peele's Bank of America, N.A. Experience April 2010 - October 2013
Job SAG Portfolio Administrator at Bank of America, N.A.
Industry Commercial Real Estate
Experience
Bank of America, N.A. April 2010 - October 2013
CoStar Group August 2005 - June 2007
First American Default January 2002 - September 2004
Citi September 1999 - January 2002
Skills
Real Estate, Negotiation, Customer Service, Microsoft Office, Outlook
Education
Carroll Community College
Office Administrative
Bank of America, N.A. April 2010 - October 2013
CoStar Group August 2005 - June 2007
First American Default January 2002 - September 2004
Citi September 1999 - January 2002
Skills
Real Estate, Negotiation, Customer Service, Microsoft Office, Outlook
Education
Carroll Community College
Office Administrative
David L. Schneider's Bank of America, N.A. Experience October 2012 - July 2013
Job Horticulturist at Wayside Garden Center
Industry Legal Services
Experience
Wayside Garden Center April 2014 - Present
Bank of America, N.A. October 2012 - July 2013
Paychex Inc. January 2012 - May 2012
Marjama Muldoon Blasiak & Sullivan LLP April 2006 - March 2011
The Barnes Firm, P.C April 2004 - April 2006
Wolford & Leclair, LLP December 2001 - April 2004
Saperston & Day, P.C February 2001 - December 2001
Nixon Peabody LLP May 1998 - February 2001
Law Office of David A. Scheer, Esq February 1997 - May 1998
Smith & Carlson, P.C May 1996 - December 1996
Skills
Westlaw, LexisNexis, Trials, Pleadings, Legal Research, Legal Assistance, Litigation, WordPerfect, Depositions, Personal Injury
Education
Finger Lakes Community College 2013 — 2015
Associate's Degree, Horticulture
Central Texas College 1995 — 1996
Associates, Paralegal Studies, 3.4
Geneseo Central High School 1985 — 1986
High School Diploma, 3.0
Wayside Garden Center April 2014 - Present
Bank of America, N.A. October 2012 - July 2013
Paychex Inc. January 2012 - May 2012
Marjama Muldoon Blasiak & Sullivan LLP April 2006 - March 2011
The Barnes Firm, P.C April 2004 - April 2006
Wolford & Leclair, LLP December 2001 - April 2004
Saperston & Day, P.C February 2001 - December 2001
Nixon Peabody LLP May 1998 - February 2001
Law Office of David A. Scheer, Esq February 1997 - May 1998
Smith & Carlson, P.C May 1996 - December 1996
Skills
Westlaw, LexisNexis, Trials, Pleadings, Legal Research, Legal Assistance, Litigation, WordPerfect, Depositions, Personal Injury
Education
Finger Lakes Community College 2013 — 2015
Associate's Degree, Horticulture
Central Texas College 1995 — 1996
Associates, Paralegal Studies, 3.4
Geneseo Central High School 1985 — 1986
High School Diploma, 3.0
Jean Crum's Bank of America, N.A. Experience June 1985 - May 2012
Job Vice President at Nicholson Capital Management
Industry Financial Services
Experience
Nicholson Capital Management October 2012 - Present
Bank of America, N.A. June 1985 - May 2012
Commerce Trust Company January 2003 - September 2004
Skills
New Business Development, High Net Worth..., Wills, Financial Services, Estate Administration
Education
Drury University
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
University of Missouri-Columbia
Master's degree, Education
Nicholson Capital Management October 2012 - Present
Bank of America, N.A. June 1985 - May 2012
Commerce Trust Company January 2003 - September 2004
Skills
New Business Development, High Net Worth..., Wills, Financial Services, Estate Administration
Education
Drury University
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
University of Missouri-Columbia
Master's degree, Education
Shawna Johannsen's Bank of America, N.A. Experience January 1994 - October 2012
Job Director, Legal and Compliance Officer at Scotiabank
Industry Law Practice
Experience
Bank of America, N.A. January 1994 - October 2012
Jenkens & Gilchrist September 1985 - December 1993
Skills
Corporate Law, Commercial Litigation, Litigation, Corporate Governance, Bankruptcy, Arbitration, Civil Litigation, Mediation, Dispute Resolution, Securities Regulation, Litigation Management, Banking, Private Banking, Commercial Lending, Agricultural Lending, Consumer Lending, Contract Negotiation, Credit, Loans, Finance, Structured Finance, Mergers & Acquisitions, Regulatory Compliance
Education
Texas Tech University School of Law 1983 — 1985
JD
Texas Tech University
Bachelor of Business Administration (BBA)
Bank of America, N.A. January 1994 - October 2012
Jenkens & Gilchrist September 1985 - December 1993
Skills
Corporate Law, Commercial Litigation, Litigation, Corporate Governance, Bankruptcy, Arbitration, Civil Litigation, Mediation, Dispute Resolution, Securities Regulation, Litigation Management, Banking, Private Banking, Commercial Lending, Agricultural Lending, Consumer Lending, Contract Negotiation, Credit, Loans, Finance, Structured Finance, Mergers & Acquisitions, Regulatory Compliance
Education
Texas Tech University School of Law 1983 — 1985
JD
Texas Tech University
Bachelor of Business Administration (BBA)
ALEKSEY MURATOV's Bank of America, N.A. Experience August 2009 - Present
Job VICE PRESIDENT, REGIONAL BUSINESS BANKER at Bank of America
Industry Banking
Experience
Bank of America, NA August 2009 - Present
Sovereign Bank February 2007 - August 2009
TD BANK January 2004 - February 2007
Skills
Small Business Lending, Lines Of Credit, Commercial Lending, Commercial Banking, Loans, Commercial Mortgages, Credit Analysis, Cross Selling, Credit, Banking, Mortgage Lending, Deposits, Treasury Management, Cash Management, Portfolio Management, Investments, Financial Risk, Finance
Education
Brooklyn College 2007 — 2009
Bank of America, NA August 2009 - Present
Sovereign Bank February 2007 - August 2009
TD BANK January 2004 - February 2007
Skills
Small Business Lending, Lines Of Credit, Commercial Lending, Commercial Banking, Loans, Commercial Mortgages, Credit Analysis, Cross Selling, Credit, Banking, Mortgage Lending, Deposits, Treasury Management, Cash Management, Portfolio Management, Investments, Financial Risk, Finance
Education
Brooklyn College 2007 — 2009
Monifa Lambert's Bank of America, N.A. Experience June 2010 - December 2011
Job Banking Professional
Industry Banking
Experience
Bank of America, N.A. June 2010 - December 2011
Drummond & Crawford, P.C. May 2008 - August 2009
Grant & Eisenhofer PA September 2007 - February 2008
Skills
Microsoft Office, Westlaw, Lexis, Blueprint, Concur, Legal Precision, Bluebook, TeamConnect, SAGA, Keycite, Shepardizing
Education
Fresh Start NY 2010 — 2010
Certificate
CUNY New York City College of Technology 2004 — 2007
Bachelor's of Science, Legal Assistant Studies
Bank of America, N.A. June 2010 - December 2011
Drummond & Crawford, P.C. May 2008 - August 2009
Grant & Eisenhofer PA September 2007 - February 2008
Skills
Microsoft Office, Westlaw, Lexis, Blueprint, Concur, Legal Precision, Bluebook, TeamConnect, SAGA, Keycite, Shepardizing
Education
Fresh Start NY 2010 — 2010
Certificate
CUNY New York City College of Technology 2004 — 2007
Bachelor's of Science, Legal Assistant Studies
Twanna Bowen's Bank of America, N.A. Experience April 2012 - Present
Job Claims Litigation Assistant at Citizens Property Insurance
Industry Insurance
Experience
Bank of America, N.A. April 2012 - Present
Citizens Property Insurance November 2005 - April 2012
Mississippi Development Authority January 2003 - February 2004
Jackson Hewitt December 2002 - April 2003
Skills
Commercial Insurance, Claim, Claims Management, Liability, Litigation, Legal Liability, Workers Compensation
Education
Walden University 2013 — 2017
Doctor of Philosophy (PhD), Public Policy and Administration with Emphasis in Law and Policy
Kaplan University 2009 — 2011
Master of Science (M.S.), Legal Studies, General
Jackson State University 1996 — 2001
Bachelor of Arts (B.A.), Political Science and Government
Bank of America, N.A. April 2012 - Present
Citizens Property Insurance November 2005 - April 2012
Mississippi Development Authority January 2003 - February 2004
Jackson Hewitt December 2002 - April 2003
Skills
Commercial Insurance, Claim, Claims Management, Liability, Litigation, Legal Liability, Workers Compensation
Education
Walden University 2013 — 2017
Doctor of Philosophy (PhD), Public Policy and Administration with Emphasis in Law and Policy
Kaplan University 2009 — 2011
Master of Science (M.S.), Legal Studies, General
Jackson State University 1996 — 2001
Bachelor of Arts (B.A.), Political Science and Government
Nancy Keenan's Bank of America, N.A. Experience August 2014 - Present
Job Senior Legal Administrative at Bank of America
Industry Banking
Experience
Bank of America, N.A. August 2014 - Present
Bingham McCutchen 2001 - 2012
Appleby, Spurling & Kempe April 1997 - April 2001
Skills
Microsoft Office, Microsoft Word, Microsoft Excel
Education
Merrimack College
Bachelor of Science (B.S.), Business Administration
Bank of America, N.A. August 2014 - Present
Bingham McCutchen 2001 - 2012
Appleby, Spurling & Kempe April 1997 - April 2001
Skills
Microsoft Office, Microsoft Word, Microsoft Excel
Education
Merrimack College
Bachelor of Science (B.S.), Business Administration
Aina Feria's Bank of America, N.A. Experience October 2009 - June 2012
Job
Industry Legal Services
Experience
Bank of America, N.A. October 2009 - June 2012
Aerotek March 2009 - June 2012
San Francisco Public Defender's Office 2003 - 2003
Skills
Outlook, Microsoft Office, Customer Service, Applicant Tracking..., Recruiting, Microsoft Excel, Human Resources, Management, Administrative..., Employee Relations, Time Management
Education
San Francisco State University 1999 — 2003
Bachelor of Arts (B.A.)
Newark Memorial High School 1995 — 1999
Bank of America, N.A. October 2009 - June 2012
Aerotek March 2009 - June 2012
San Francisco Public Defender's Office 2003 - 2003
Skills
Outlook, Microsoft Office, Customer Service, Applicant Tracking..., Recruiting, Microsoft Excel, Human Resources, Management, Administrative..., Employee Relations, Time Management
Education
San Francisco State University 1999 — 2003
Bachelor of Arts (B.A.)
Newark Memorial High School 1995 — 1999
Kevin Macken's Bank of America, N.A. Experience 2011 - 2013
Job Senior Litigation Paralegal at General Nutrition Corporation
Industry Legal Services
Experience
General Nutrtion Corporation March 2013 - Present
Bank of America, N.A. 2011 - 2013
Strategic Energy/ Direct Energy 2008 - 2011
General Nutrition Centers, Inc 2005 - 2008
Burns White LLC 2004 - 2005
Mt. Lebanon Police Department 1984 - 2004
Skills
Civil Litigation, Litigation, Bankruptcy, Personal Injury, Product Liability, Depositions, Customer Service, Legal Writing, Paralegals, Commercial Litigation, Legal Research
Education
Duquesne University 2004 — 2004
Certification in Paralegal Studies, Litigation and Discovery Technology, A
Penn State University 1974 — 1977
Bachelor's Degree, Administration of Justice
General Nutrtion Corporation March 2013 - Present
Bank of America, N.A. 2011 - 2013
Strategic Energy/ Direct Energy 2008 - 2011
General Nutrition Centers, Inc 2005 - 2008
Burns White LLC 2004 - 2005
Mt. Lebanon Police Department 1984 - 2004
Skills
Civil Litigation, Litigation, Bankruptcy, Personal Injury, Product Liability, Depositions, Customer Service, Legal Writing, Paralegals, Commercial Litigation, Legal Research
Education
Duquesne University 2004 — 2004
Certification in Paralegal Studies, Litigation and Discovery Technology, A
Penn State University 1974 — 1977
Bachelor's Degree, Administration of Justice
Jenna Shumate's Bank of America, N.A. Experience November 2011 - October 2012
Job Experienced Litigation Paralegal/Assistant
Industry Legal Services
Experience
Bank of America, N.A. November 2011 - October 2012
Bank of America, N.A. January 2010 - November 2011
Law Offices of Leventhal & Associates August 2001 - June 2009
Skills
Mortgage Lending, Loans, FHA, Mortgage Banking, Real Estate, Credit, Refinance, Banking, Loan Origination, Investment Properties, First Time Home Buyers, Residential Mortgages, Bankruptcy, Legal Assistance, Legal Writing, Legal Documents, Litigation, Office Management, Management, Mediation, Trials, Training, Litigation Support, Courts
Education
California State University-Los Angeles 2005 — 2007
Master's degree, Forensic Psychology
California State University of Northridge 2003 — 2005
Bachelor of Arts (B.A.), Psychology
College of the Canyons 2000 — 2003
Associate's Degree
Bank of America, N.A. November 2011 - October 2012
Bank of America, N.A. January 2010 - November 2011
Law Offices of Leventhal & Associates August 2001 - June 2009
Skills
Mortgage Lending, Loans, FHA, Mortgage Banking, Real Estate, Credit, Refinance, Banking, Loan Origination, Investment Properties, First Time Home Buyers, Residential Mortgages, Bankruptcy, Legal Assistance, Legal Writing, Legal Documents, Litigation, Office Management, Management, Mediation, Trials, Training, Litigation Support, Courts
Education
California State University-Los Angeles 2005 — 2007
Master's degree, Forensic Psychology
California State University of Northridge 2003 — 2005
Bachelor of Arts (B.A.), Psychology
College of the Canyons 2000 — 2003
Associate's Degree
Maria Muneton's Bank of America, N.A. Experience January 2001 - January 2009
Job VP Service Delivery Advisor at Bank of America
Industry Banking
Experience
Bank of America January 2009 - Present
Bank of America April 1997 - Present
Bank of America, N.A. January 2001 - January 2009
Bank of America, N.A. January 1997 - January 2001
R. H. Moysey & Company April 1992 - April 1997
R.H. Moysey & Company January 1992 - January 1997
Logan Square Foot Clinic January 1990 - January 1992
Skills
Spanish-speaking, Experience in Qualified..., Conducted 401(k) Plan..., Financial Services, CRM, Accounting, Mutual Funds, Training, Banking, Account Reconciliation, Portfolio Management, Pensions, Payroll, Credit, Risk Management, Fixed Income, Financial Risk, Loans, Commercial Banking
Education
Robert Morris University - Illinois 1991 — 1992
Associate's degree, Accounting
Robert Morris University - Illinois
Associate Degree, Honors Accounting
Bank of America January 2009 - Present
Bank of America April 1997 - Present
Bank of America, N.A. January 2001 - January 2009
Bank of America, N.A. January 1997 - January 2001
R. H. Moysey & Company April 1992 - April 1997
R.H. Moysey & Company January 1992 - January 1997
Logan Square Foot Clinic January 1990 - January 1992
Skills
Spanish-speaking, Experience in Qualified..., Conducted 401(k) Plan..., Financial Services, CRM, Accounting, Mutual Funds, Training, Banking, Account Reconciliation, Portfolio Management, Pensions, Payroll, Credit, Risk Management, Fixed Income, Financial Risk, Loans, Commercial Banking
Education
Robert Morris University - Illinois 1991 — 1992
Associate's degree, Accounting
Robert Morris University - Illinois
Associate Degree, Honors Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS