Bank of America Premier Banking & Investments

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Bank of America Premier Banking & Investments Employees

Employee
Years
Job
Industry
Kelly Marks Kelly Marks Orange County, California Area Details
Kelly Marks's Bank of America Premier Banking & Investments Experience June 2006 - February 2009
Job Sales Management | Performance Coaching | Recruiting Training | Wealth Mgt | Credit & Banking | Risk Mgt
Industry Financial Services
Experience
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

Dimitar S. Arabadzhiev, MBA, CRPC®, Dimitar S. Arabadzhiev, MBA, CRPC®, Hyannis, Massachusetts Details
Dimitar S. Arabadzhiev, MBA, CRPC®,'s Bank of America Premier Banking & Investments Experience May 2005 - October 2008
Job Vice President / Senior Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Nick Symanski Nick Symanski Greater New York City Area Details
Nick Symanski's Bank of America Premier Banking & Investments Experience May 2005 - November 2008
Job Mass Affluent Sales Manager at Flushing Bank
Industry Banking
Experience
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

Tracy Fulton Tracy Fulton Dallas/Fort Worth Area Details
Tracy Fulton's Bank of America Premier Banking & Investments Experience 2002 - 2005
Job Senior Vice President at Tolleson Wealth Management
Industry Banking
Experience
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

Linda Shelby Linda Shelby San Francisco Bay Area Details
Linda Shelby's Bank of America Premier Banking & Investments Experience January 2008 - February 2009
Job SVP, Division Executive Preferred Segment at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Hai Dang, MBA Hai Dang, MBA Orange County, California Area Details
Hai Dang, MBA's Bank of America Premier Banking & Investments Experience 2002 - 2009
Job
Industry Financial Services
Experience
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

Cynthia Legette Cynthia Legette Charleston, South Carolina Area Details
Cynthia Legette's Bank of America Premier Banking & Investments Experience November 1999 - July 2007
Job Private Client Manager at US Trust
Industry Financial Services
Experience
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

Nicholas Rounds Nicholas Rounds Greater Philadelphia Area Details
Nicholas Rounds's Bank of America Premier Banking & Investments Experience February 2008 - April 2009
Job Senior Relationship Manager, Vice President at TD Wealth
Industry Financial Services
Experience
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

Gary Sorrels Gary Sorrels Tyler, Texas Area Details
Gary Sorrels's Bank of America Premier Banking & Investments Experience 1997 - 2009
Job Vice President & Business Banking Relationship Manager at Regions Bank
Industry Banking
Experience
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