Bank of America Premier Banking & Investments
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Bank of America Premier Banking & Investments Employees
Merrill Lynch March 2012 - Present
Merrill Lynch Wealth Management February 2009 - March 2012
Bank of America Premier Banking & Investments June 2006 - February 2009
Bank of America Premier Banking & Investments June 2004 - June 2006
Bank of America Premier Banking & Investments April 2002 - January 2004
Skills
Wealth Management, Securities, Banking, Portfolio Management, Wealth Management..., Financial Services, Mutual Funds, Investments, Private Banking, Series 7, Credit, Series 63, Leadership, Relationship Management, Management, Equities, Loans, Finance, Mortgage Lending, Financial Planning, Credit Analysis, Cash Management, Commercial Lending, Risk Management, Project Management, Strategic Planning, Commercial Banking, Financial Analysis
Education
San Diego State University-California State University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of Washington
Pacific Coast Banking School, Graduate Degree
Merrill Lynch Global Wealth Management October 2008 - Present
Bank of America Premier Banking & Investments May 2005 - October 2008
Fleet Boston / Bank of America May 2002 - May 2005
Citi / Smith Barney January 2002 - May 2002
Skills
Retirement Planning, Relationship Mgmt, Series 7, Portfolio Management, Investments, Hedge Funds, Strategic Financial..., Loans, Finance, Risk Management, Private Equity, Investment Management, Alternative Investments, Equities, Mutual Funds, Financial Modeling, Financial Analysis, Investment Strategies, Financial Services, Asset Management
Education
Providence College 2004 — 2006
MBA, Finance
Southwestern University 1996 — 2000
BSBA, Economics & Management
Economics High School 1991 — 1996
Diploma, Economics & German Language
Flushing Bank September 2014 - Present
Flushing Bank July 2013 - September 2014
Bank of America - Premier Banking & Investments May 2005 - November 2008
Bank of America May 2005 - November 2008
Skills
Mortgage Lending, Credit, Banking, Strategic Financial..., Management, Leadership, Portfolio Management, Investments, Sales Management, Sales, New Business Development, Business Development, Coaching, Finance, Loans, Financial Services, CRM, Relationship Management, Commercial Banking, Commercial Lending, Retail Banking, Small Business Lending, Cross Selling, Loan Origination, Credit Analysis, Insurance, Financial Analysis, Series 7, Credit Risk, Risk Management, Consumer Lending, Training, Asset Based Lending, Cash Management, Branch Management, Series 63, Mortgage Banking, Underwriting, Private Banking, Commercial Mortgages, Deposits, Wealth Management, Lines Of Credit, Financial Risk, Small Business, Mutual Funds, Banking Relationships, Series 6, Financial Advisory, Equities
Education
Pace University 2000 — 2002
BBA, Finance/ Marketing
Pace University - Lubin School of Business 2000 — 2002
Bachelors Business Administration, Finance/ Marketing
Tolleson Wealth Management Board MemberSammons Center for the Arts2000 - 2013
Northern Trust 2006 - 2008
Bank of America July 1977 - February 2005
Bank of America Premier Banking & Investments 2002 - 2005
Banc of America Investments 2000 - 2004
Skills
Banking, Wealth Management, Investments, Commercial Banking, Portfolio Management, Commercial Lending, Credit, Asset Management, Private Banking, Asset Allocation, Investment Management, Investment Strategies
Education
Midwestern State University 1977 — 1980
BBA, Finance
Wichita Falls High School 1974 — 1977
Bank of America - Merrill Lynch June 2011 - Present
Merrill Lynch January 2010 - June 2011
Bank of America Premier Banking & Investments January 2008 - February 2009
Skills
Series 7, Wealth Management, Series 63, Senior Executive..., Investments, Mutual Funds, Banking, Equities, Portfolio Management, Asset Allocation, Series 65, Series 24, Finance, Financial Services, Uniform Combined State..., Retirement Planning, Asset Management, Fixed Income, Securities, FINRA, Investment Advisory
Education
California State University-Fresno 1980 — 1983
Bachelor of Science (BS), Business Administration-Finance
Merrill Lynch August 2011 - Present
Bank of America Premier Banking & Investments 2002 - 2009
Zeon Securities 2002 - 2002
Morgan Stanley 1999 - 2002
WMA Securities, Inc 1996 - 1999
Skills
Relationship Management, Portfolio Management, Wealth Management, Banking, Business Development, Investment Strategies, Training, Leadership, Analysis, Customer Satisfaction, Business Analysis, Finance, Financial Analysis, Financial Planning, Management, Investments, Strategic Financial..., Team Building, Mortgage Lending
Education
University of California, Irvine - The Paul Merage School of Business
MBA
University of California, Los Angeles
BA
US Trust, Bank of America Private Wealth Management July 2007 - Present
Bank of America Premier Banking & Investments November 1999 - July 2007
Skills
Credit, Loans, Private Wealth..., Banking, Estate Planning, Financial Planning, Wealth Management..., Series 7, Strategic Financial..., Wealth Management, Mergers & Acquisitions, Retirement Planning
Education
The Citadel 1996 — 1998
Masters, Business Administration
College of Charleston 1989 — 1993
Bachelor of Science (B.S.), Finance, General
TD Wealth November 2013 - Present
PNC Wealth Management March 2012 - November 2013
PNC Wealth Management February 2011 - March 2012
PNC Private Client Group April 2009 - February 2011
Bank of America Premier Banking & Investments February 2008 - April 2009
PNC Private Client Group June 2005 - February 2008
PNC September 2004 - June 2005
Skills
Series 7, Uniform Combined State..., Series 66, Wealth Management, Manage Client..., Private Banking, Business Networking, Building Strong..., Channel Partner..., Real Estate Lending, Asset Based Lending, Cash Flow Lending, Unsecured Loans, Investment Management, Retirement Planning, Fiduciary Services, Strategic Financial..., Financial Services, Retail Banking, Consumer Lending
Education
Muhlenberg College 1999 — 2003
Bachelor of Arts
Regions Bank July 2015 - Present
Prosperity Bank April 2013 - July 2015
BBVA Compass Wealth Management 2010 - 2013
Merrill Lynch Wealth Management 2009 - 2010
Bank of America Premier Banking & Investments 1997 - 2009
Skills
Wealth Management, Portfolio Management, Investments, Banking, Strategic Financial..., Consumer Lending, Estate Planning, Investment Management, Credit Analysis, Commercial Banking, Insurance, Wealth, Commercial Lending, Loans, Financial Analysis, Finance, Small Business Lending, Private Banking, Mortgage Lending, Financial Services, Business Loans, Credit, Customer Service, Customer Retention, Customer Acquisition, Manage Client..., Relationship Management, Underwriting, Financial Advisory, Loan Origination, Financial Planning
Education
Texas A&M University 1984 — 1989
BS, Economics
Tyler Junior College 1984 — 1986
Associate's Degree, Business