Bank of America Private Bank
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Bank of America Private Bank Employees
Employee
Years
Job
Industry
R. Anthony Nicosia CFP® R. Anthony Nicosia CFP®'s Bank of America Private Bank Experience February 2003 - July 2006
Job Sr. Investment Strategist/ Wealth Advisor 719 6484127
Industry Financial Services
Experience
Wells Fargo Wealth Management December 2014 - March 2015
Wells Fargo Private Bank July 2006 - March 2015
Bank of America Private Bank February 2003 - July 2006
Smith Barney Citigroup October 1994 - February 2003
Skills
Retirement Planning, Uniform Combined State..., Asset Allocation, Investment Strategies, Alternative Investments, Equities, Investments, Mutual Funds, Fixed Income, Securities, Asset Managment, Financial Advisory, Retirement, ETFs, Estate Planning, Bonds, 401k Rollovers, Wealth, Hedge Funds, IRAs
Education
Eckerd College
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo Wealth Management December 2014 - March 2015
Wells Fargo Private Bank July 2006 - March 2015
Bank of America Private Bank February 2003 - July 2006
Smith Barney Citigroup October 1994 - February 2003
Skills
Retirement Planning, Uniform Combined State..., Asset Allocation, Investment Strategies, Alternative Investments, Equities, Investments, Mutual Funds, Fixed Income, Securities, Asset Managment, Financial Advisory, Retirement, ETFs, Estate Planning, Bonds, 401k Rollovers, Wealth, Hedge Funds, IRAs
Education
Eckerd College
Bachelor of Arts (B.A.), Business Administration and Management, General
Giselle Guillot's Bank of America Private Bank Experience March 2006 - December 2006
Job Formerly VPPrivate Client Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management January 2007 - October 2012
Bank of America Private Bank March 2006 - December 2006
Bank of America Private Bank April 2003 - March 2006
Bank of America September 2001 - April 2003
Bank of America August 1988 - August 2001
Skills
Series 7, Wealth Management, Investment Management, Relationship Management, Building Relationships, Estate Planning, Strategic Planning, Concentrated Stock..., Real Estate Lending, Securities Lending, Consumer Lending, Private Banking
Education
Louisiana State University 1984 — 1988
Bachelor of Science, Finance
U.S. Trust, Bank of America Private Wealth Management January 2007 - October 2012
Bank of America Private Bank March 2006 - December 2006
Bank of America Private Bank April 2003 - March 2006
Bank of America September 2001 - April 2003
Bank of America August 1988 - August 2001
Skills
Series 7, Wealth Management, Investment Management, Relationship Management, Building Relationships, Estate Planning, Strategic Planning, Concentrated Stock..., Real Estate Lending, Securities Lending, Consumer Lending, Private Banking
Education
Louisiana State University 1984 — 1988
Bachelor of Science, Finance
John P. Moskos John P. Moskos's Bank of America Private Bank Experience June 2004 - November 2007
Job Senior Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank December 2014 - Present
Bank of America, U. S. Trust December 2007 - August 2014
Bank of America Private Bank June 2004 - November 2007
FleetBoston Financial Group (Acquired By Bank of America) January 1996 - June 2004
Chase Manhattan Bank N. A. January 1989 - December 1995
Skills
Credit, Series 7, Asset Allocation, Credit Analysis, Loans, Investments, Banking, Portfolio Management, Asset Management, Alternative Investments, Hedge Funds, Wealth Management, Risk Management, Mutual Funds, Middle Market, Community Engagement, Private Banking, Leadership, Management, Financial Services, Strategic Planning
Education
Rollins College - Crummer Graduate School of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Hartwick College
Bachelor of Arts (B.A.), History
Siena College
Bachelor of Business Administration (B.B.A.), Accounting
Wells Fargo Private Bank December 2014 - Present
Bank of America, U. S. Trust December 2007 - August 2014
Bank of America Private Bank June 2004 - November 2007
FleetBoston Financial Group (Acquired By Bank of America) January 1996 - June 2004
Chase Manhattan Bank N. A. January 1989 - December 1995
Skills
Credit, Series 7, Asset Allocation, Credit Analysis, Loans, Investments, Banking, Portfolio Management, Asset Management, Alternative Investments, Hedge Funds, Wealth Management, Risk Management, Mutual Funds, Middle Market, Community Engagement, Private Banking, Leadership, Management, Financial Services, Strategic Planning
Education
Rollins College - Crummer Graduate School of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Hartwick College
Bachelor of Arts (B.A.), History
Siena College
Bachelor of Business Administration (B.B.A.), Accounting
Bradley Pagliaro Bradley Pagliaro's Bank of America Private Bank Experience June 2004 - June 2005
Job Analyst, Marketing Regulatory Review at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2014 - Present
Raymond James Financial Inc. August 2012 - July 2014
Raymond James & Associates, Inc. October 2010 - August 2012
Florcon Corporation September 2008 - February 2010
TIAA-CREF March 2006 - September 2008
Banc of America Investment Services, Inc June 2005 - November 2005
Bank of America Private Bank June 2004 - June 2005
Charlotte Metro Federal Credit Union August 1998 - June 2004
Skills
Financial Services, Investments, Business Analysis, Training Delivery, Team Leadership, Employee Training, Business Development, Team Building, Strategic Financial..., Management, Leadership, FINRA, AML, Finance, Strategic Planning, Mutual Funds, Training, Marketing, Securities, Process Improvement, Compliance, Budgets, Portfolio Management, Risk Management, Credit, Banking, Business Process..., Trading, Loans, Data Analysis, Retirement Planning, Relationship Management, 401k, Wealth Management, Credit Unions, Options, Vendor Management, Strategic Communications, Internal Communications, Policy Writing, Procedure Development
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
Bachelor of Science in Business Administration, Majors in Finance (Financial Management Concentration) and Marketing
LPL Financial August 2014 - Present
Raymond James Financial Inc. August 2012 - July 2014
Raymond James & Associates, Inc. October 2010 - August 2012
Florcon Corporation September 2008 - February 2010
TIAA-CREF March 2006 - September 2008
Banc of America Investment Services, Inc June 2005 - November 2005
Bank of America Private Bank June 2004 - June 2005
Charlotte Metro Federal Credit Union August 1998 - June 2004
Skills
Financial Services, Investments, Business Analysis, Training Delivery, Team Leadership, Employee Training, Business Development, Team Building, Strategic Financial..., Management, Leadership, FINRA, AML, Finance, Strategic Planning, Mutual Funds, Training, Marketing, Securities, Process Improvement, Compliance, Budgets, Portfolio Management, Risk Management, Credit, Banking, Business Process..., Trading, Loans, Data Analysis, Retirement Planning, Relationship Management, 401k, Wealth Management, Credit Unions, Options, Vendor Management, Strategic Communications, Internal Communications, Policy Writing, Procedure Development
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
Bachelor of Science in Business Administration, Majors in Finance (Financial Management Concentration) and Marketing
Thomas Hobbs Thomas Hobbs's Bank of America Private Bank Experience November 2003 - June 2005
Job Senior Portfolio Manager UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc. February 2013 - Present
Deutsche Bank Alex. Brown June 2005 - February 2013
Bank of America Private Bank November 2003 - June 2005
United States Marine Corps December 1990 - June 2003
Education
University of Southern California - Marshall School of Business 2000 — 2003
MBA, Finance
University of Missouri-Columbia 1986 — 1990
B.S., Education
UBS Financial Services Inc. February 2013 - Present
Deutsche Bank Alex. Brown June 2005 - February 2013
Bank of America Private Bank November 2003 - June 2005
United States Marine Corps December 1990 - June 2003
Education
University of Southern California - Marshall School of Business 2000 — 2003
MBA, Finance
University of Missouri-Columbia 1986 — 1990
B.S., Education
Anna Schmelzer Anna Schmelzer's Bank of America Private Bank Experience January 2007 - May 2007
Job Financial Application Administrator
Industry Accounting
Experience
Kirkland & Ellis LLP March 2015 - Present
Sidley Austin LLP January 2012 - Present
Mayer Brown LLP July 2007 - December 2012
Pierce, Herns, Sloan & McLeod LLC January 2005 - July 2007
Hubner Manufacturing Corporation January 2002 - July 2007
Bank of America, Private Bank January 2007 - May 2007
Skills
Accounting, Microsoft Excel, Microsoft Office, Outlook, Financial Analysis, Financial Reporting, Litigation Support, PowerPoint, Microsoft Word, Research, Access, Data Analysis, Invoicing, Process Improvement, Accounts Payable
Education
University of Illinois at Chicago 2008 — 2011
Master of Science (MS), Accounting
College of Charleston 2003 — 2007
Bachelor of Science, Business Administration
College of Charleston 2003 — 2007
Bachelor of Arts, Philosophy
Kirkland & Ellis LLP March 2015 - Present
Sidley Austin LLP January 2012 - Present
Mayer Brown LLP July 2007 - December 2012
Pierce, Herns, Sloan & McLeod LLC January 2005 - July 2007
Hubner Manufacturing Corporation January 2002 - July 2007
Bank of America, Private Bank January 2007 - May 2007
Skills
Accounting, Microsoft Excel, Microsoft Office, Outlook, Financial Analysis, Financial Reporting, Litigation Support, PowerPoint, Microsoft Word, Research, Access, Data Analysis, Invoicing, Process Improvement, Accounts Payable
Education
University of Illinois at Chicago 2008 — 2011
Master of Science (MS), Accounting
College of Charleston 2003 — 2007
Bachelor of Science, Business Administration
College of Charleston 2003 — 2007
Bachelor of Arts, Philosophy
Whitney Kenter's Bank of America Private Bank Experience 2002 - 2006
Job Partner, Managing Member at Matter Family Office
Industry Financial Services
Experience
Matter Family Office March 2009 - Present
United Way of Greater St. Louis 2004 - Present
The Private Banking and Investment Group at Merrill Lynch December 2006 - March 2009
Bank of America Private Bank 2002 - 2006
KPMG 1994 - 2002
Skills
Strategic Planning, Investments, Leadership, Management, Finance, Financial Services
Education
Kansas State University 1991 — 1995
BSBA, Accounting
Matter Family Office March 2009 - Present
United Way of Greater St. Louis 2004 - Present
The Private Banking and Investment Group at Merrill Lynch December 2006 - March 2009
Bank of America Private Bank 2002 - 2006
KPMG 1994 - 2002
Skills
Strategic Planning, Investments, Leadership, Management, Finance, Financial Services
Education
Kansas State University 1991 — 1995
BSBA, Accounting
Robert Spears, CTFA®'s Bank of America Private Bank Experience April 2002 - August 2006
Job TIAACREF
Industry Investment Management
Experience
TIAA-CREF October 2013 - Present
Kansas State University Foundation January 2012 - October 2013
Arvest Asset Management August 2006 - January 2012
Bank of America Private Bank April 2002 - August 2006
US Bank Institutional Trust & Investments December 1999 - April 2002
Commerce Trust Company August 1996 - December 1999
Skills
CTFA, Series 7 & 66, FINRA, Wealth Management, Retirement Planning, Investments, Asset Management, Philanthropy, Estate Planning, Investment Advisory, Series 7, Higher Education, Fundraising, Planned Giving, Asset Allocation, Wealth Management...
Education
Cannon Financial-Trust School 1997 — 1998
Kansas State University 1989 — 1993
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
TIAA-CREF October 2013 - Present
Kansas State University Foundation January 2012 - October 2013
Arvest Asset Management August 2006 - January 2012
Bank of America Private Bank April 2002 - August 2006
US Bank Institutional Trust & Investments December 1999 - April 2002
Commerce Trust Company August 1996 - December 1999
Skills
CTFA, Series 7 & 66, FINRA, Wealth Management, Retirement Planning, Investments, Asset Management, Philanthropy, Estate Planning, Investment Advisory, Series 7, Higher Education, Fundraising, Planned Giving, Asset Allocation, Wealth Management...
Education
Cannon Financial-Trust School 1997 — 1998
Kansas State University 1989 — 1993
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Bill Ketterer, CFA Bill Ketterer, CFA's Bank of America Private Bank Experience March 1999 - December 2006
Job Portfolio Manager at Smith Group Asset Management
Industry Investment Management
Experience
Smith Group Asset Management January 2007 - Present
Bank of America Private Bank March 1999 - December 2006
Education
Miami University 1982 — 1986
Bachelor of Science (BS), Economics
The University of Dallas
The University of Texas at Dallas
University of California, San Diego
Smith Group Asset Management January 2007 - Present
Bank of America Private Bank March 1999 - December 2006
Education
Miami University 1982 — 1986
Bachelor of Science (BS), Economics
The University of Dallas
The University of Texas at Dallas
University of California, San Diego
Andy Frahm, CFA, CFP Andy Frahm, CFA, CFP's Bank of America Private Bank Experience 2001 - 2007
Job Director, Portfolio Management at First National Wealth Management
Industry Investment Management
Experience
First National Wealth Management Group April 2014 - Present
Wells Fargo Private Bank 2007 - April 2014
Bank of America Private Bank 2001 - 2007
U.S. Bank Private Client Group 1997 - 2001
Skills
Asset Allocation, Portfolio Management, Wealth Management, Financial Analysis, Investment Management, Asset Management, Strategic Financial..., Investments, Equities, Valuation, Risk Management, Equity Research, Wealth, Fixed Income, Alternative Investments, Mutual Funds, Wealth Management..., Investment Advisory, Financial Planning
Education
University of Nebraska-Lincoln
MBA, BS, Finance
First National Wealth Management Group April 2014 - Present
Wells Fargo Private Bank 2007 - April 2014
Bank of America Private Bank 2001 - 2007
U.S. Bank Private Client Group 1997 - 2001
Skills
Asset Allocation, Portfolio Management, Wealth Management, Financial Analysis, Investment Management, Asset Management, Strategic Financial..., Investments, Equities, Valuation, Risk Management, Equity Research, Wealth, Fixed Income, Alternative Investments, Mutual Funds, Wealth Management..., Investment Advisory, Financial Planning
Education
University of Nebraska-Lincoln
MBA, BS, Finance
Robert Chappelear Robert Chappelear's Bank of America Private Bank Experience March 2002 - March 2007
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2008 - Present
Bank of America Private Bank March 2002 - March 2007
Mellon Bank Private Asset Management March 1989 - March 2002
Skills
Wealth Management, Management, Asset Allocation, Portfolio Management, Series 7, Banking, Investments, Asset Management, Mutual Funds, Investment Advisory, Equities, Alternative Investments, Retirement Planning, Fixed Income, Securities
Education
Susquehanna University 1981 — 1985
B.S. Business Administration, Finance & Management
Wells Fargo June 2008 - Present
Bank of America Private Bank March 2002 - March 2007
Mellon Bank Private Asset Management March 1989 - March 2002
Skills
Wealth Management, Management, Asset Allocation, Portfolio Management, Series 7, Banking, Investments, Asset Management, Mutual Funds, Investment Advisory, Equities, Alternative Investments, Retirement Planning, Fixed Income, Securities
Education
Susquehanna University 1981 — 1985
B.S. Business Administration, Finance & Management
Jason Lambert Jason Lambert's Bank of America Private Bank Experience 2003 - 2008
Job Controller at Yeamans Hall Club, Inc
Industry Hospitality
Experience
Yeamans Hall Club, Inc 2014 - Present
Dixon Hughes Goodman LLP 2014 - 2014
Doc Crombies Sauces, Inc 2010 - 2014
Bank of America Private Bank 2003 - 2008
Skills
Financial Accounting, Tax Accounting, Hospitality Industry, Controllers, Forecasting, Payroll, Cash Management, Financial Statements, Cash Flow, General Ledger, GAAP, Variance Analysis, Account Reconciliation, Revenue Recognition
Education
College of Charleston 2010 — 2014
Bachelor of Science (BS), Accounting
College of Charleston 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
University of New Haven 1997 — 1998
Master of Arts (M.A.), Industrial Organizational Psychology
The Citadel 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Yeamans Hall Club, Inc 2014 - Present
Dixon Hughes Goodman LLP 2014 - 2014
Doc Crombies Sauces, Inc 2010 - 2014
Bank of America Private Bank 2003 - 2008
Skills
Financial Accounting, Tax Accounting, Hospitality Industry, Controllers, Forecasting, Payroll, Cash Management, Financial Statements, Cash Flow, General Ledger, GAAP, Variance Analysis, Account Reconciliation, Revenue Recognition
Education
College of Charleston 2010 — 2014
Bachelor of Science (BS), Accounting
College of Charleston 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
University of New Haven 1997 — 1998
Master of Arts (M.A.), Industrial Organizational Psychology
The Citadel 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Kevin Flanery's Bank of America Private Bank Experience 2002 - 2004
Job Director Client Development at BancFirst Trust and Investment Management
Industry Investment Management
Experience
BancFirst Trust and Investment Management 2005 - Present
Bank of America Private Bank 2002 - 2004
Century Advisors 1990 - 2002
Morgan Stanley 1986 - 1990
Education
University of Oklahoma 1983 — 1985
BBA Finance
Texas Christian University 1981 — 1983
BancFirst Trust and Investment Management 2005 - Present
Bank of America Private Bank 2002 - 2004
Century Advisors 1990 - 2002
Morgan Stanley 1986 - 1990
Education
University of Oklahoma 1983 — 1985
BBA Finance
Texas Christian University 1981 — 1983
Chris Biotti Chris Biotti's Bank of America Private Bank Experience January 2003 - February 2006
Job Market Executive at US Trust
Industry Investment Management
Experience
US Trust July 2012 - Present
Neuberger Berman May 2008 - June 2012
Deutsche Bank February 2006 - May 2008
Bank of America Private Bank January 2003 - February 2006
Education
Suffolk Law School 1994 — 1997
JD
Harvard University 1985 — 1989
AB
Belmont Hill School 1979 — 1985
US Trust July 2012 - Present
Neuberger Berman May 2008 - June 2012
Deutsche Bank February 2006 - May 2008
Bank of America Private Bank January 2003 - February 2006
Education
Suffolk Law School 1994 — 1997
JD
Harvard University 1985 — 1989
AB
Belmont Hill School 1979 — 1985
Douglas Birnie's Bank of America Private Bank Experience March 2004 - March 2009
Job Financial Advisor, First Vice President Investments, Certified Divorce Financial Analyst (CDFA) at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2009 - Present
Bank of America Private Bank March 2004 - March 2009
Morgan Stanley Wealth Management June 1995 - March 2004
Skills
Investment Advisory, Certified Divorce..., Financial Analysis, Qualified Domestic..., Wealth Accumulation..., Investment Policy..., Investment Strategies, Multi-generational..., Financial Services, Risk Management, Insurance, Long Term Care Insurance, Estate Planning, Cash Management, Series 7, Series 63
Education
Cornell University 1981 — 1985
Bachelor of Science (B.S.)
Northfield Mount Hermon 1980 — 1981
Daniel Hand High School 1977 — 1980
Wells Fargo Advisors March 2009 - Present
Bank of America Private Bank March 2004 - March 2009
Morgan Stanley Wealth Management June 1995 - March 2004
Skills
Investment Advisory, Certified Divorce..., Financial Analysis, Qualified Domestic..., Wealth Accumulation..., Investment Policy..., Investment Strategies, Multi-generational..., Financial Services, Risk Management, Insurance, Long Term Care Insurance, Estate Planning, Cash Management, Series 7, Series 63
Education
Cornell University 1981 — 1985
Bachelor of Science (B.S.)
Northfield Mount Hermon 1980 — 1981
Daniel Hand High School 1977 — 1980
Phillip Deutsch Phillip Deutsch's Bank of America Private Bank Experience October 2001 - December 2002
Job REVERSE MORTGAGE CONSULTANT at wells fargo bank
Industry Banking
Experience
wells fargo bank 2009 - Present
Cardinal Bank December 2007 - December 2008
Trust and Investment Administration December 2007 - December 2008
Wealth Management and Trust Services November 2003 - December 2007
First Horizon Bank October 2003 - December 2007
Bank of America Private Bank October 2001 - December 2002
Bank of America, Private Bank October 2001 - December 2002
BBandT Bank June 1999 - October 2001
Phillip P. Deutsch January 1999 - January 2001
Crestar Bank October 1995 - June 1999
Skills
Banking, Asset Management, Financial Planning, Investments, Wealth Management, Private Banking, Portfolio Management, Customer Relations, Strategic Planning, Sales Management, Team Building, Negotiation, Budgeting, Coaching, Consultative Selling, Customer Service, Mortgage, New Business Development, Mentoring, Marketing Strategy, Executive Management, Account Management, Team Leadership, Mortgage Lending, Budget Management, Strategic Financial..., Financial Services, Management, Finance
Education
Central Michigan University 1976 — 1978
MA, Business Administration
University of Iowa
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
University of Iowa
wells fargo bank 2009 - Present
Cardinal Bank December 2007 - December 2008
Trust and Investment Administration December 2007 - December 2008
Wealth Management and Trust Services November 2003 - December 2007
First Horizon Bank October 2003 - December 2007
Bank of America Private Bank October 2001 - December 2002
Bank of America, Private Bank October 2001 - December 2002
BBandT Bank June 1999 - October 2001
Phillip P. Deutsch January 1999 - January 2001
Crestar Bank October 1995 - June 1999
Skills
Banking, Asset Management, Financial Planning, Investments, Wealth Management, Private Banking, Portfolio Management, Customer Relations, Strategic Planning, Sales Management, Team Building, Negotiation, Budgeting, Coaching, Consultative Selling, Customer Service, Mortgage, New Business Development, Mentoring, Marketing Strategy, Executive Management, Account Management, Team Leadership, Mortgage Lending, Budget Management, Strategic Financial..., Financial Services, Management, Finance
Education
Central Michigan University 1976 — 1978
MA, Business Administration
University of Iowa
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
University of Iowa
Barbara Peairs-Rusinek's Bank of America Private Bank Experience 2000 - 2001
Job Professional Organizer/Real Estate/Banking
Industry Professional Training & Coaching
Experience
OrganizedByB, LLC 2005 - Present
DESERT STATE REALTY 2003 - 2005
McGINNIS / GMAC Real Estate 2002 - 2004
BANK OF AMERICA PRIVATE BANK 2000 - 2001
Education
Pennsylvania State University-Great Valley Graduate Center 1999 — 2000
MBA Studies, 4.0 of 4.0 GPA, Business Administration
University of Central Florida 1998 — 1999
Bachelor of Arts in Legal Studies, 3.65 of 4.0 GPA, Cum Laude, Business Law, Art History
University of Central Florida 1998 — 1999
Bachelor of Science in Liberal Studies, 3.65 of 4.0 GPA, Cum Laude, Liberal Studies, Legal Studies
OrganizedByB, LLC 2005 - Present
DESERT STATE REALTY 2003 - 2005
McGINNIS / GMAC Real Estate 2002 - 2004
BANK OF AMERICA PRIVATE BANK 2000 - 2001
Education
Pennsylvania State University-Great Valley Graduate Center 1999 — 2000
MBA Studies, 4.0 of 4.0 GPA, Business Administration
University of Central Florida 1998 — 1999
Bachelor of Arts in Legal Studies, 3.65 of 4.0 GPA, Cum Laude, Business Law, Art History
University of Central Florida 1998 — 1999
Bachelor of Science in Liberal Studies, 3.65 of 4.0 GPA, Cum Laude, Liberal Studies, Legal Studies
Nikki Taylor Tanner, CIMA® Nikki Taylor Tanner, CIMA®'s Bank of America Private Bank Experience March 2003 - September 2005
Job Senior Investment Manager
Industry Investment Management
Experience
Wells Fargo Bank, N.A. 2007 - Present
US Trust, Bank of America Private Wealth Management September 2005 - September 2007
Bank of America, Private Bank March 2003 - September 2005
Bank of America, Private Bank January 1998 - March 2003
Barnett Bank (Bank of America Private Bank) January 1997 - January 1998
Barnett Investments (Banc of America Investments) May 1995 - January 1997
Merrill Lynch November 1994 - May 1995
Prudential Securities (Wachovia Securities) May 1993 - November 1994
Skills
Asset Allocation, Investment Advisory..., Investment Policy, Investment Management, High Net Worth..., Alternative Investments, Portfolio Management, Wealth Management, Fixed Income, Mutual Funds, Investments, Investment Strategies, Investment Advisory, Asset Management, Retirement, Institutional..., Financial Services, Wealth, Separately Managed...
Education
University of North Florida - College of Business Administration 1995 — 1998
MBA, Business Administration
Jacksonville University 1989 — 1993
BS, Accounting
Wells Fargo Bank, N.A. 2007 - Present
US Trust, Bank of America Private Wealth Management September 2005 - September 2007
Bank of America, Private Bank March 2003 - September 2005
Bank of America, Private Bank January 1998 - March 2003
Barnett Bank (Bank of America Private Bank) January 1997 - January 1998
Barnett Investments (Banc of America Investments) May 1995 - January 1997
Merrill Lynch November 1994 - May 1995
Prudential Securities (Wachovia Securities) May 1993 - November 1994
Skills
Asset Allocation, Investment Advisory..., Investment Policy, Investment Management, High Net Worth..., Alternative Investments, Portfolio Management, Wealth Management, Fixed Income, Mutual Funds, Investments, Investment Strategies, Investment Advisory, Asset Management, Retirement, Institutional..., Financial Services, Wealth, Separately Managed...
Education
University of North Florida - College of Business Administration 1995 — 1998
MBA, Business Administration
Jacksonville University 1989 — 1993
BS, Accounting
Katrina Damon, CTFA's Bank of America Private Bank Experience June 2007 - June 2008
Job Vice President, Trust Officer II CTFA at US Trust
Industry Financial Services
Experience
U.S. Trust January 2015 - Present
U.S. Trust July 2013 - Present
US Trust August 2011 - Present
US Trust, Bank of America June 2010 - August 2011
US Trust, Bank of America Private Wealth Management June 2008 - August 2011
Bank of America Private Bank June 2007 - June 2008
State Street Bank June 2006 - June 2007
Skills
Certified Trust and..., Estate Planning, Investments, Wealth Management..., Investment Management, Strategy, High Net Worth..., Management, Program Management, Tax, Philanthropy, Trust Management, Customer Service, System Administration, Portfolio Management, Banking, Wealth Management, Asset Management, Mutual Funds, Equities
Education
University of Rhode Island 2002 — 2006
Bachelor of Arts (B.A.), Spanish and Communications
U.S. Trust January 2015 - Present
U.S. Trust July 2013 - Present
US Trust August 2011 - Present
US Trust, Bank of America June 2010 - August 2011
US Trust, Bank of America Private Wealth Management June 2008 - August 2011
Bank of America Private Bank June 2007 - June 2008
State Street Bank June 2006 - June 2007
Skills
Certified Trust and..., Estate Planning, Investments, Wealth Management..., Investment Management, Strategy, High Net Worth..., Management, Program Management, Tax, Philanthropy, Trust Management, Customer Service, System Administration, Portfolio Management, Banking, Wealth Management, Asset Management, Mutual Funds, Equities
Education
University of Rhode Island 2002 — 2006
Bachelor of Arts (B.A.), Spanish and Communications
Hal Peterson Hal Peterson's Bank of America Private Bank Experience January 1994 - August 2000
Job Managing Principal, Castle Hill Advisors, LLC
Industry Financial Services
Experience
McCombs School of Business March 2013 - Present
The Seton Fund January 2013 - Present
Austin Community Foundation 2007 - Present
Tarrytown United Methodist Church January 2007 - Present
Castle Hill Advisors, LLC April 2014 - Present
St. Andrew's Episcopal School May 2010 - June 2014
Durbin Bennett Peterson - Private Wealth Management, LLC August 2000 - May 2014
The University of Texas at Austin 2003 - 2004
Bank of America Private Bank January 1994 - August 2000
Frost Bank/First City Texas March 1989 - January 1994
Skills
Investment Policy, Portfolio Management, Investment Research, Alternative Investments, Investments, Investment Management, Strategic Financial..., Asset Allocation, Wealth Management, Private Equity, Finance, Financial Advisory, Wealth Management..., Risk Management, Hedge Funds, Equities, Entrepreneurship, Asset Management, Securities, Financial Planning, Financial Services
Education
University of Pennsylvania - The Wharton School 2006 — 2006
CIMA, Certified Investment Management Analyst
Colorado State University 1981 — 1985
Bachelor of Science, Economics
McCombs School of Business March 2013 - Present
The Seton Fund January 2013 - Present
Austin Community Foundation 2007 - Present
Tarrytown United Methodist Church January 2007 - Present
Castle Hill Advisors, LLC April 2014 - Present
St. Andrew's Episcopal School May 2010 - June 2014
Durbin Bennett Peterson - Private Wealth Management, LLC August 2000 - May 2014
The University of Texas at Austin 2003 - 2004
Bank of America Private Bank January 1994 - August 2000
Frost Bank/First City Texas March 1989 - January 1994
Skills
Investment Policy, Portfolio Management, Investment Research, Alternative Investments, Investments, Investment Management, Strategic Financial..., Asset Allocation, Wealth Management, Private Equity, Finance, Financial Advisory, Wealth Management..., Risk Management, Hedge Funds, Equities, Entrepreneurship, Asset Management, Securities, Financial Planning, Financial Services
Education
University of Pennsylvania - The Wharton School 2006 — 2006
CIMA, Certified Investment Management Analyst
Colorado State University 1981 — 1985
Bachelor of Science, Economics
Greg Vranicar Greg Vranicar's Bank of America Private Bank Experience April 2000 - January 2002
Job Planned Giving Director at Diocese of Kansas CitySt. Joseph
Industry Fund-Raising
Experience
Diocese of Kansas City-St. Joseph June 2002 - Present
Bank of America, Private Bank April 2000 - January 2002
Archdiocese of Kansas City in Kansas April 1998 - April 2000
Midwest Christian Counseling Center January 1994 - April 1998
Seigfreid Bingham, PC August 1978 - January 1994
Skills
Planned Giving, Fundraising, Charities, Trusts, Annual Giving, Estate Planning, Philanthropy, Stewardship, Non-profits, Nonprofits, Trust Services, Capital Campaigns, Retirement Planning, Asset Allocation, Volunteer Management, Major Gift Development, Volunteer Training, Non-profit Consulting, Grant Writing, Community Development, Grants, Donor Engagement, Annual Fund, Gift Planning, Alumni Relations, Prospect Research, Higher Education, Non-profit..., Major Gift Solicitations, Major Donor Cultivation, Fundraisers, Non-profit Fund..., Non-profit Board..., Donor Management, Donor Recognition, Capital Campaign..., Endowments, Charitable Trusts, Donor Development, Program Development, Charitable Gift Planning, Community Outreach, Board Development, Moves Management, Direct Mail Fundraising, Resource Development, Board Relations, Volunteer Recruiting, Water Safety Instructor..., Certified Fund Raising...
Education
University of Iowa College of Law
Juris Doctorate
University of Iowa College of Law
Juris Doctorate, With Distinction, Estate Planning, Tax, Litigation
Grinnell College
Bachelor of Arts, Phi Beta Kappa, President's Medalist, History Major; Philosophy, Economics and Political Science Minors
Diocese of Kansas City-St. Joseph June 2002 - Present
Bank of America, Private Bank April 2000 - January 2002
Archdiocese of Kansas City in Kansas April 1998 - April 2000
Midwest Christian Counseling Center January 1994 - April 1998
Seigfreid Bingham, PC August 1978 - January 1994
Skills
Planned Giving, Fundraising, Charities, Trusts, Annual Giving, Estate Planning, Philanthropy, Stewardship, Non-profits, Nonprofits, Trust Services, Capital Campaigns, Retirement Planning, Asset Allocation, Volunteer Management, Major Gift Development, Volunteer Training, Non-profit Consulting, Grant Writing, Community Development, Grants, Donor Engagement, Annual Fund, Gift Planning, Alumni Relations, Prospect Research, Higher Education, Non-profit..., Major Gift Solicitations, Major Donor Cultivation, Fundraisers, Non-profit Fund..., Non-profit Board..., Donor Management, Donor Recognition, Capital Campaign..., Endowments, Charitable Trusts, Donor Development, Program Development, Charitable Gift Planning, Community Outreach, Board Development, Moves Management, Direct Mail Fundraising, Resource Development, Board Relations, Volunteer Recruiting, Water Safety Instructor..., Certified Fund Raising...
Education
University of Iowa College of Law
Juris Doctorate
University of Iowa College of Law
Juris Doctorate, With Distinction, Estate Planning, Tax, Litigation
Grinnell College
Bachelor of Arts, Phi Beta Kappa, President's Medalist, History Major; Philosophy, Economics and Political Science Minors
Chandler Burroughs Chandler Burroughs's Bank of America Private Bank Experience 2001 - 2004
Job Family Office Solutions Manager, U.S. Trust
Industry Banking
Experience
U.S. Trust, Bank of America Private Wealth Management September 2005 - Present
Bank of America January 2005 - September 2005
Bank of America Private Bank 2001 - 2004
Bank of America 1998 - 2001
Bank of America 1996 - 1998
Webster University 1995 - 1996
Barnett Banks Inc. 1993 - 1996
Barnett Banks, Inc. 1988 - 1993
Blue Cross and Blue Shield of Florida 1984 - 1988
Skills
SQL, Microsoft Excel, Analytics, Analysis, Business Analysis, Management, Data Analysis, SharePoint, Risk Management, Banking, Portfolio Management, Product Management, SAS, Great Plains Software, FRx Report Designer, Visual Studio, SSRS, Decision Support, Microsoft Office, Microsoft Access, Credit, Process Improvement, Financial Modeling, Financial Analysis, Vendor Management, Relationship Management, Finance, Retail Banking, Access
Education
University of Florida 1981 — 1983
MBA, Marketing
Jacksonville University 1977 — 1981
BS, Marketing/Management
U.S. Trust, Bank of America Private Wealth Management September 2005 - Present
Bank of America January 2005 - September 2005
Bank of America Private Bank 2001 - 2004
Bank of America 1998 - 2001
Bank of America 1996 - 1998
Webster University 1995 - 1996
Barnett Banks Inc. 1993 - 1996
Barnett Banks, Inc. 1988 - 1993
Blue Cross and Blue Shield of Florida 1984 - 1988
Skills
SQL, Microsoft Excel, Analytics, Analysis, Business Analysis, Management, Data Analysis, SharePoint, Risk Management, Banking, Portfolio Management, Product Management, SAS, Great Plains Software, FRx Report Designer, Visual Studio, SSRS, Decision Support, Microsoft Office, Microsoft Access, Credit, Process Improvement, Financial Modeling, Financial Analysis, Vendor Management, Relationship Management, Finance, Retail Banking, Access
Education
University of Florida 1981 — 1983
MBA, Marketing
Jacksonville University 1977 — 1981
BS, Marketing/Management
Matthew Kalajian, CFP® Matthew Kalajian, CFP®'s Bank of America Private Bank Experience July 2005 - July 2006
Job Financial/Wealth Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC July 2006 - Present
Bank of America Private Bank July 2005 - July 2006
Wachovia Bank, N.A. January 2003 - June 2005
Central Carolina Bank October 1999 - December 2002
New York Life Insurance Company October 1998 - July 1999
Skills
Microsoft Excel, Finance, Employee Benefits, Loans, Insurance, Retirement Planning, Financial Analysis, Mortgage Lending, Strategic Financial..., Accounting, Portfolio Management, Estate Planning, Business Analysis, Banking, Sales, Outlook, Life Insurance, Budgets, Financial Planners, Risk Management, Small Business, Financial Advisory, Retirement, Management, Investments, Strategy, Financial Risk, Wealth Management, Series 7, Investment Advisory, Uniform Combined State..., Mutual Funds, Asset Allocation, Investment Strategies, Securities
Education
Dale Carnegie
Dale Carnegie
Dale Carnegie
Elon College 1995 — 1998
BA, Communications, English Literature
Queens University of Charlotte 2003 — 2005
Financial Planner Program at Queens
Janney Montgomery Scott LLC July 2006 - Present
Bank of America Private Bank July 2005 - July 2006
Wachovia Bank, N.A. January 2003 - June 2005
Central Carolina Bank October 1999 - December 2002
New York Life Insurance Company October 1998 - July 1999
Skills
Microsoft Excel, Finance, Employee Benefits, Loans, Insurance, Retirement Planning, Financial Analysis, Mortgage Lending, Strategic Financial..., Accounting, Portfolio Management, Estate Planning, Business Analysis, Banking, Sales, Outlook, Life Insurance, Budgets, Financial Planners, Risk Management, Small Business, Financial Advisory, Retirement, Management, Investments, Strategy, Financial Risk, Wealth Management, Series 7, Investment Advisory, Uniform Combined State..., Mutual Funds, Asset Allocation, Investment Strategies, Securities
Education
Dale Carnegie
Dale Carnegie
Dale Carnegie
Elon College 1995 — 1998
BA, Communications, English Literature
Queens University of Charlotte 2003 — 2005
Financial Planner Program at Queens
Darcy Johnson's Bank of America Private Bank Experience April 1998 - April 2001
Job Principal, Fulcrum Capital,llc.
Industry Investment Management
Experience
InFaith Community Foundation February 2015 - Present
Fulcrum Capital, LLC November 2007 - Present
PLU School of Business Exec. Advisory Board 2003 - June 2015
Social Venture Partners Seattle 2011 - 2013
Pacific Lutheran University 2002 - 2012
EverTrust April 2001 - October 2007
Bank of America Private Bank April 1998 - April 2001
Skills
Portfolio Management, Investments, Bloomberg, Asset Allocation, Asset Managment, Strategic Financial..., Microsoft Excel, Portfolio Optimization, Risk Management, Equities, Financial Analysis, Endowments, Non-profits, Security Analysis, Budgets, Investment Management, Public Speaking, Management, Asset Management, Securities, Leadership, Investment Strategies, Nonprofits, Fixed Income, Wealth Management
Education
Pacific Lutheran University - School of Business 1976 — 1980
Bachelor of Business Administration (BBA), Marketing
Pacific Lutheran University - School of Business
Master of Business Administration (MBA), Finance
InFaith Community Foundation February 2015 - Present
Fulcrum Capital, LLC November 2007 - Present
PLU School of Business Exec. Advisory Board 2003 - June 2015
Social Venture Partners Seattle 2011 - 2013
Pacific Lutheran University 2002 - 2012
EverTrust April 2001 - October 2007
Bank of America Private Bank April 1998 - April 2001
Skills
Portfolio Management, Investments, Bloomberg, Asset Allocation, Asset Managment, Strategic Financial..., Microsoft Excel, Portfolio Optimization, Risk Management, Equities, Financial Analysis, Endowments, Non-profits, Security Analysis, Budgets, Investment Management, Public Speaking, Management, Asset Management, Securities, Leadership, Investment Strategies, Nonprofits, Fixed Income, Wealth Management
Education
Pacific Lutheran University - School of Business 1976 — 1980
Bachelor of Business Administration (BBA), Marketing
Pacific Lutheran University - School of Business
Master of Business Administration (MBA), Finance
Lori Bensing's Bank of America Private Bank Experience February 2003 - November 2004
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services May 2012 - Present
Sanders Morris Harris, The Edelman Financial Group December 2010 - May 2012
Oakleigh Wealth Management July 2009 - December 2010
Stanford Group Company December 2004 - February 2009
Bank of America Private Bank February 2003 - November 2004
Morgan Stanley 1996 - 2003
Skills
Series 7
Education
Kansas State University 1979 — 1983
BA, Spanish
Edelman Financial Services May 2012 - Present
Sanders Morris Harris, The Edelman Financial Group December 2010 - May 2012
Oakleigh Wealth Management July 2009 - December 2010
Stanford Group Company December 2004 - February 2009
Bank of America Private Bank February 2003 - November 2004
Morgan Stanley 1996 - 2003
Skills
Series 7
Education
Kansas State University 1979 — 1983
BA, Spanish
Chip Webster Chip Webster's Bank of America Private Bank Experience 2000 - 2004
Job Wealth Management Professional
Industry Investment Management
Experience
Morgan Stanley Smith Barney March 2011 - January 2012
Oak River March 2009 - December 2010
Wachovia Wealth Management November 2004 - June 2008
Bank of America Private Bank 2000 - 2004
Fifth Third Bank 1997 - 1999
Education
University of Cincinnati
BS, Economics
Morgan Stanley Smith Barney March 2011 - January 2012
Oak River March 2009 - December 2010
Wachovia Wealth Management November 2004 - June 2008
Bank of America Private Bank 2000 - 2004
Fifth Third Bank 1997 - 1999
Education
University of Cincinnati
BS, Economics
G. R. Davis G. R. Davis's Bank of America Private Bank Experience May 1999 - January 2004
Job Principal at Davis Financial Strategies
Industry Financial Services
Experience
Davis Financial Strategies April 2011 - Present
Scott & Stringfellow February 2006 - April 2011
Planters Bank and Trust February 2004 - February 2006
Bank of America - Private Bank May 1999 - January 2004
Skills
Investments
Education
Campbell University 1994 — 1999
BBA, Trust Management and Financial Planning
Davis Financial Strategies April 2011 - Present
Scott & Stringfellow February 2006 - April 2011
Planters Bank and Trust February 2004 - February 2006
Bank of America - Private Bank May 1999 - January 2004
Skills
Investments
Education
Campbell University 1994 — 1999
BBA, Trust Management and Financial Planning
Todd Smurl, CFA Todd Smurl, CFA's Bank of America Private Bank Experience June 1996 - December 1999
Job Wealth Advisor, Private Wealth Management at AYCO, a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Consilium Wealth Consulting January 2007 - December 2014
Ascendant Advisors December 2010 - April 2014
D.A. Davidson & Co. November 2010 - April 2011
Central Trust & Investment Company June 2010 - December 2010
Smartleaf February 2007 - May 2009
Compass bank June 2003 - December 2006
Bank of America January 2000 - June 2003
Bank of America Private Bank June 1996 - December 1999
Skills
Portfolio Management, Alternative Investments, Asset Management, Wealth Management, Investments, Mutual Funds, Due Diligence, Investment Strategies, Equities, Financial Analysis, Hedge Funds, Fixed Income, Financial Modeling, Research, Equity Research, Asset Managment, Risk Management, Private Banking, ETFs, Financial Advisory, Investment Management, Strategic Financial..., Investment Banking, High Net Worth..., Financial Services, Wealth Management..., Bloomberg, Bonds, Banking, Strategy, Series 63, Options, Structured Products, Separately Managed..., 401k, Fund Of Funds, Pension Funds, Chartered Financial..., Hedging, Finance, Financial Planning
Education
University of Arkansas at Little Rock 1991 — 1994
MBA, Finance
University of Central Arkansas 1987 — 1991
BBA, Marketing
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Consilium Wealth Consulting January 2007 - December 2014
Ascendant Advisors December 2010 - April 2014
D.A. Davidson & Co. November 2010 - April 2011
Central Trust & Investment Company June 2010 - December 2010
Smartleaf February 2007 - May 2009
Compass bank June 2003 - December 2006
Bank of America January 2000 - June 2003
Bank of America Private Bank June 1996 - December 1999
Skills
Portfolio Management, Alternative Investments, Asset Management, Wealth Management, Investments, Mutual Funds, Due Diligence, Investment Strategies, Equities, Financial Analysis, Hedge Funds, Fixed Income, Financial Modeling, Research, Equity Research, Asset Managment, Risk Management, Private Banking, ETFs, Financial Advisory, Investment Management, Strategic Financial..., Investment Banking, High Net Worth..., Financial Services, Wealth Management..., Bloomberg, Bonds, Banking, Strategy, Series 63, Options, Structured Products, Separately Managed..., 401k, Fund Of Funds, Pension Funds, Chartered Financial..., Hedging, Finance, Financial Planning
Education
University of Arkansas at Little Rock 1991 — 1994
MBA, Finance
University of Central Arkansas 1987 — 1991
BBA, Marketing
Linda Olson, CFA Linda Olson, CFA's Bank of America Private Bank Experience 2005 - 2007
Job Managing Director, Client Manager at Cornerstone Advisors, Inc. (Bellevue, WA)
Industry Investment Management
Experience
Cornerstone Advisors, Inc. (Bellevue, WA) July 2012 - Present
Highland Private Wealth Management, LLC 2011 - 2012
Rigel Capital, LLC 2007 - 2010
Bank of America -- Private Bank 2005 - 2007
WM Advisors 1996 - 2005
Ernst & Young 1994 - 1996
Skills
Wealth Management, Investment Advisory, Investment Strategies, Portfolio Management, Equities, Investments, Alternative Investments, Financial Modeling, Investment Management, Valuation, Fixed Income, Finance, Due Diligence, Financial Advisory, Asset Allocation
Education
College for Financial Planning
CFP
University of Washington, Michael G. Foster School of Business
Bachelor of Arts (B.A.), Business Administration/Finance, Magna Cum Laude
Wharton School of Business
Executive Education Program/Finance
Cornerstone Advisors, Inc. (Bellevue, WA) July 2012 - Present
Highland Private Wealth Management, LLC 2011 - 2012
Rigel Capital, LLC 2007 - 2010
Bank of America -- Private Bank 2005 - 2007
WM Advisors 1996 - 2005
Ernst & Young 1994 - 1996
Skills
Wealth Management, Investment Advisory, Investment Strategies, Portfolio Management, Equities, Investments, Alternative Investments, Financial Modeling, Investment Management, Valuation, Fixed Income, Finance, Due Diligence, Financial Advisory, Asset Allocation
Education
College for Financial Planning
CFP
University of Washington, Michael G. Foster School of Business
Bachelor of Arts (B.A.), Business Administration/Finance, Magna Cum Laude
Wharton School of Business
Executive Education Program/Finance
Ralph Borrello's Bank of America Private Bank Experience November 1997 - May 2003
Job Wealth Management Executive at BB&T
Industry Financial Services
Experience
BB&T October 2010 - Present
Bank of America January 2009 - October 2010
Bank of America 2008 - 2009
U.S. Trust, Bank of America Private Wealth Management May 2003 - 2008
Bank of America Private Bank November 1997 - May 2003
Wachovia, A Wells Fargo Company 1993 - 1997
Skills
Wealth Management, Banking, Credit, Loans, Portfolio Management, Private Banking, Commercial Banking, Retail Banking, Investments, Risk Management, Underwriting, Financial Services, Cross Selling, Relationship Management, Credit Risk, Wealth, Investment Advisory, Strategic Financial..., Asset Management, Commercial Lending, Retirement Planning, Series 63, Wealth Management..., Financial Analysis, Credit Analysis, Leadership, Consumer Lending, Mortgage Lending, Small Business Lending, Trust Services, Investment Management, Financial Planning
Education
Duquesne University School of Law 1980 — 1983
JD, Law, Estate Planning
University at Buffalo 1976 — 1980
BA, Political Science / Accounting
BB&T October 2010 - Present
Bank of America January 2009 - October 2010
Bank of America 2008 - 2009
U.S. Trust, Bank of America Private Wealth Management May 2003 - 2008
Bank of America Private Bank November 1997 - May 2003
Wachovia, A Wells Fargo Company 1993 - 1997
Skills
Wealth Management, Banking, Credit, Loans, Portfolio Management, Private Banking, Commercial Banking, Retail Banking, Investments, Risk Management, Underwriting, Financial Services, Cross Selling, Relationship Management, Credit Risk, Wealth, Investment Advisory, Strategic Financial..., Asset Management, Commercial Lending, Retirement Planning, Series 63, Wealth Management..., Financial Analysis, Credit Analysis, Leadership, Consumer Lending, Mortgage Lending, Small Business Lending, Trust Services, Investment Management, Financial Planning
Education
Duquesne University School of Law 1980 — 1983
JD, Law, Estate Planning
University at Buffalo 1976 — 1980
BA, Political Science / Accounting
David Brune, CFA David Brune, CFA's Bank of America Private Bank Experience August 1994 - November 1998
Job Vice President at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company April 2004 - Present
PNC Financial Services Group December 1998 - April 2004
Bank of America Private Bank August 1994 - November 1998
Education
CFA Institute
CFA Charter Holder since 1997
University of Delaware 1985 — 1989
BS, Business/Finance
Calvert Hall College High School 1981 — 1985
The Haverford Trust Company April 2004 - Present
PNC Financial Services Group December 1998 - April 2004
Bank of America Private Bank August 1994 - November 1998
Education
CFA Institute
CFA Charter Holder since 1997
University of Delaware 1985 — 1989
BS, Business/Finance
Calvert Hall College High School 1981 — 1985
Ron Florance Ron Florance's Bank of America Private Bank Experience July 1999 - September 2005
Job President at RMF Consulting
Industry Investment Management
Experience
Robertson Stephens Advisors LLC March 2015 - Present
RMF Consulting June 2014 - Present
Wells Fargo Wealth Management October 2005 - June 2014
Bank of America Private Bank July 1999 - September 2005
First Interstate and City National Bank 1995 - 1999
Vanguard 1990 - 1992
Wells Fargo Investment Advisors 1984 - 1990
Skills
Asset Allocation, Wealth Management, Investments, Portfolio Management, Asset Managment, education, Humorist, Dynamic Communicator, Investment Management
Education
Brown University 1979 — 1983
Bachelor of Science, Applied Mathematics and Economics
Palos Verdes High School 1975 — 1979
High School
Robertson Stephens Advisors LLC March 2015 - Present
RMF Consulting June 2014 - Present
Wells Fargo Wealth Management October 2005 - June 2014
Bank of America Private Bank July 1999 - September 2005
First Interstate and City National Bank 1995 - 1999
Vanguard 1990 - 1992
Wells Fargo Investment Advisors 1984 - 1990
Skills
Asset Allocation, Wealth Management, Investments, Portfolio Management, Asset Managment, education, Humorist, Dynamic Communicator, Investment Management
Education
Brown University 1979 — 1983
Bachelor of Science, Applied Mathematics and Economics
Palos Verdes High School 1975 — 1979
High School
Rachel Palacios's Bank of America Private Bank Experience May 2002 - January 2006
Job Vice President & Operational Risk Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo 2010 - Present
Wachovia Trust January 2006 - Present
Bank of America Private Bank May 2002 - January 2006
Northern Trust Bank of Florida March 1985 - May 2002
Skills
Trusts, Wealth Management, Due Diligence, Risk Management, Wealth Management..., Securities, Asset Management, Investments, Asset Allocation, Mutual Funds, High Net Worth..., Fixed Income, Portfolio Management, Private Banking, Financial Planning, Banking
Education
Canon Financial Institute 1996 — 1999
CTFA, Trusts and Estates
Barry University - Dwayne O. Andreas School of Law 1991 — 1994
Miami Dade College 1980 — 1982
Wells Fargo 2010 - Present
Wachovia Trust January 2006 - Present
Bank of America Private Bank May 2002 - January 2006
Northern Trust Bank of Florida March 1985 - May 2002
Skills
Trusts, Wealth Management, Due Diligence, Risk Management, Wealth Management..., Securities, Asset Management, Investments, Asset Allocation, Mutual Funds, High Net Worth..., Fixed Income, Portfolio Management, Private Banking, Financial Planning, Banking
Education
Canon Financial Institute 1996 — 1999
CTFA, Trusts and Estates
Barry University - Dwayne O. Andreas School of Law 1991 — 1994
Miami Dade College 1980 — 1982
Hafeeza Khan's Bank of America Private Bank Experience September 2005 - September 2006
Job Budget Analyst at Florida Department of Environmental Protection
Industry Financial Services
Experience
Florida Dept of Environmental Protection September 2007 - Present
Florida Department of Environmental Protection 2007 - 2012
Bank of America- Private Bank September 2005 - September 2006
Banc of America Investment Services August 2005 - August 2006
Skills
Strategic Planning,..., Financial Modeling, Financial Analysis, Analysis, Risk Management, Access, Budgets, Leadership, Data Analysis, Auditing, Project Planning, Forecasting, Strategic Planning, Accounting, Management, Process Improvement, Microsoft Office, Government, Public Speaking, Policy, Community Outreach, Policy Analysis, Project Management, Nonprofits, Strategy, Public Policy, Research, Program Management, Finance, Public Relations, Microsoft Excel, Fundraising, Sales, Microsoft Word, Change Management, Team Building, Customer Service, Operations Management, Community Development, Internal Audit
Education
University of Central Florida, Institute of Open Government 1991 — 1993
Florida Certified Records Manager, Fl Records Management Association
Thames Valley University 1990 — 1993
Bachelor of Arts (B.A.), Management Information Systems, General
Florida Atlantic University
Bachelor's Degree, Public Management
Florida Dept of Environmental Protection September 2007 - Present
Florida Department of Environmental Protection 2007 - 2012
Bank of America- Private Bank September 2005 - September 2006
Banc of America Investment Services August 2005 - August 2006
Skills
Strategic Planning,..., Financial Modeling, Financial Analysis, Analysis, Risk Management, Access, Budgets, Leadership, Data Analysis, Auditing, Project Planning, Forecasting, Strategic Planning, Accounting, Management, Process Improvement, Microsoft Office, Government, Public Speaking, Policy, Community Outreach, Policy Analysis, Project Management, Nonprofits, Strategy, Public Policy, Research, Program Management, Finance, Public Relations, Microsoft Excel, Fundraising, Sales, Microsoft Word, Change Management, Team Building, Customer Service, Operations Management, Community Development, Internal Audit
Education
University of Central Florida, Institute of Open Government 1991 — 1993
Florida Certified Records Manager, Fl Records Management Association
Thames Valley University 1990 — 1993
Bachelor of Arts (B.A.), Management Information Systems, General
Florida Atlantic University
Bachelor's Degree, Public Management
N. Ann Hall, MSA's Bank of America Private Bank Experience February 1998 - June 2000
Job Freelance Content Strategist / Editor & Proofreader / Communications & Administrative Consultant
Industry Writing and Editing
Experience
Own Your Idea, LLC August 2007 - Present
Total Learning Concepts August 2015 - Present
Diva Nina Writes January 2012 - Present
DeKalb County Government November 2013 - October 2014
DeKalb County Government January 2009 - October 2013
District 4 Office, Board of Commissioners April 2007 - December 2009
D.I.V.A. Girls, Inc October 2003 - April 2007
Mirant Corporation September 2000 - October 2003
Bank of America Private Bank February 1998 - June 2000
Prudential Bank January 1996 - February 1998
Skills
Writing, Freelance Writing, Creative Writing, Business Writing, Resume Writing, Proposal Writing, Copywriting, Copy Editing, Editing, Blogging, Editorial, Online Publishing, Storytelling, Social Media, Journalism, Press Releases, Grant Writing, Corporate Communications, Strategic Communications, Internal Communications, Communication Skills, Public Relations, Marketing Communications, Problem Solving, Microsoft Office, Event Management, Marketing, Community Relations, Leadership, Event Planning, Strategic Planning, Project Planning, Training, Management, Program Management, Research, Public Speaking, Customer Service, Non-profit..., Program Development, Project Management, children's book editor, Children's Books, Adult Education, Academic Tutoring, Online Tutoring, SAT/ACT Prep and...
Education
Northcentral University 2013 — 2016
DBA student, General Business
Social Media Academy 2015 — 2015
Certification, Social Media Strategy
Write Story Books For Children 2015 — 2015
Certification, Creative Children's Writing
Central Michigan University 2012 — 2012
Master of Science in Administration, Leadership, 3.7
Michigan State University 1986 — 1990
B.A., Journalism
Cass Technical High School 1979 — 1983
Diploma, College Preparatory - Business, 3.5
NAMS13
NAMS13
Own Your Idea, LLC August 2007 - Present
Total Learning Concepts August 2015 - Present
Diva Nina Writes January 2012 - Present
DeKalb County Government November 2013 - October 2014
DeKalb County Government January 2009 - October 2013
District 4 Office, Board of Commissioners April 2007 - December 2009
D.I.V.A. Girls, Inc October 2003 - April 2007
Mirant Corporation September 2000 - October 2003
Bank of America Private Bank February 1998 - June 2000
Prudential Bank January 1996 - February 1998
Skills
Writing, Freelance Writing, Creative Writing, Business Writing, Resume Writing, Proposal Writing, Copywriting, Copy Editing, Editing, Blogging, Editorial, Online Publishing, Storytelling, Social Media, Journalism, Press Releases, Grant Writing, Corporate Communications, Strategic Communications, Internal Communications, Communication Skills, Public Relations, Marketing Communications, Problem Solving, Microsoft Office, Event Management, Marketing, Community Relations, Leadership, Event Planning, Strategic Planning, Project Planning, Training, Management, Program Management, Research, Public Speaking, Customer Service, Non-profit..., Program Development, Project Management, children's book editor, Children's Books, Adult Education, Academic Tutoring, Online Tutoring, SAT/ACT Prep and...
Education
Northcentral University 2013 — 2016
DBA student, General Business
Social Media Academy 2015 — 2015
Certification, Social Media Strategy
Write Story Books For Children 2015 — 2015
Certification, Creative Children's Writing
Central Michigan University 2012 — 2012
Master of Science in Administration, Leadership, 3.7
Michigan State University 1986 — 1990
B.A., Journalism
Cass Technical High School 1979 — 1983
Diploma, College Preparatory - Business, 3.5
NAMS13
NAMS13
J.D. Pellecchia, CFP®, CIMA® J.D. Pellecchia, CFP®, CIMA®'s Bank of America Private Bank Experience February 2006 - March 2007
Job President, Pellecchia Financial Services
Industry Investment Management
Experience
Pellecchia Financial Services March 2007 - Present
Bank of America Private Bank February 2006 - March 2007
Merrill Lynch June 2000 - February 2006
Dolphin Capital Management December 1998 - June 2000
FBR 1997 - 1999
United States Marine Corps 1989 - 1997
Skills
Certified Financial..., Ceritified Investment..., Life Planning, Financial Planning, Wealth Manager, Asset Management, Investments, Insurance, Retirement Planning, Education Planning, Financial Planners
Education
Georgetown University - The McDonough School of Business 1995 — 1997
MBA, International Business
Marine Corps University 1989 — 1997
Officer of Marines, Naval Aviation
Florida State University - College of Business 1984 — 1989
Bachelor of Science, Accounting and Finance
Charlotte High School 1980 — 1984
Pellecchia Financial Services March 2007 - Present
Bank of America Private Bank February 2006 - March 2007
Merrill Lynch June 2000 - February 2006
Dolphin Capital Management December 1998 - June 2000
FBR 1997 - 1999
United States Marine Corps 1989 - 1997
Skills
Certified Financial..., Ceritified Investment..., Life Planning, Financial Planning, Wealth Manager, Asset Management, Investments, Insurance, Retirement Planning, Education Planning, Financial Planners
Education
Georgetown University - The McDonough School of Business 1995 — 1997
MBA, International Business
Marine Corps University 1989 — 1997
Officer of Marines, Naval Aviation
Florida State University - College of Business 1984 — 1989
Bachelor of Science, Accounting and Finance
Charlotte High School 1980 — 1984
C. Hunter Widener, CFP® C. Hunter Widener, CFP®'s Bank of America Private Bank Experience March 2002 - July 2006
Job Executive Director Center for Business Strategies at Carolina Premier Bank
Industry Banking
Experience
Carolina Premier Bank July 2015 - Present
Carolina Premier Wealth Management February 2010 - Present
Carolina Premier Bank February 2010 - July 2015
Premara Bank, a Division of Carolina Premier Bank January 2013 - June 2015
Bridgewater Capital, Inc. October 2009 - February 2010
Oppenheimer & Co. Inc. March 2009 - July 2009
SGC July 2006 - March 2009
Bank of America Private Bank March 2002 - July 2006
Wachovia Bank, N.A. December 2000 - March 2002
The Teague Group March 1998 - December 2000
Education
Appalachian State University 1991 — 1995
BSBA, Business Management
Charlotte Country Day School
Carolina Premier Bank July 2015 - Present
Carolina Premier Wealth Management February 2010 - Present
Carolina Premier Bank February 2010 - July 2015
Premara Bank, a Division of Carolina Premier Bank January 2013 - June 2015
Bridgewater Capital, Inc. October 2009 - February 2010
Oppenheimer & Co. Inc. March 2009 - July 2009
SGC July 2006 - March 2009
Bank of America Private Bank March 2002 - July 2006
Wachovia Bank, N.A. December 2000 - March 2002
The Teague Group March 1998 - December 2000
Education
Appalachian State University 1991 — 1995
BSBA, Business Management
Charlotte Country Day School
Anders Kruus, MBA, CMA Anders Kruus, MBA, CMA's Bank of America Private Bank Experience February 2002 - October 2004
Job Finance & Marketing Executive
Industry Real Estate
Experience
Orca Shores (real estate development) January 2013 - Present
various contracts December 2004 - Present
Bank of America Private Bank February 2002 - October 2004
Panoptic Solutions (start-up, sales support software for financial advisors) November 2000 - February 2002
Citi (capital markets, private banking, corporate finance) June 1990 - October 2000
Canadian Department of Finance June 1987 - July 1988
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Strategy, Business Planning, Investor Relations, Capital Markets, Venture Capital, Start-ups, Investments, Strategic Planning, Sales, Process Improvement, Team Leadership, Financial Structuring, Hedging, Portfolio Management, Budgets, Renewable Energy, Real Estate, Bonds, Fixed Income, Alternative Investments, Private Equity, Equities, Derivatives, Banking, Project Management, Management
Education
University of Toronto - Rotman School of Management 1988 — 1990
MBA, Finance and External Relations, Dean's List
Carleton University 1983 — 1987
BA Honours, in Economics + Majors in Political Science, High Honours
Orca Shores (real estate development) January 2013 - Present
various contracts December 2004 - Present
Bank of America Private Bank February 2002 - October 2004
Panoptic Solutions (start-up, sales support software for financial advisors) November 2000 - February 2002
Citi (capital markets, private banking, corporate finance) June 1990 - October 2000
Canadian Department of Finance June 1987 - July 1988
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Strategy, Business Planning, Investor Relations, Capital Markets, Venture Capital, Start-ups, Investments, Strategic Planning, Sales, Process Improvement, Team Leadership, Financial Structuring, Hedging, Portfolio Management, Budgets, Renewable Energy, Real Estate, Bonds, Fixed Income, Alternative Investments, Private Equity, Equities, Derivatives, Banking, Project Management, Management
Education
University of Toronto - Rotman School of Management 1988 — 1990
MBA, Finance and External Relations, Dean's List
Carleton University 1983 — 1987
BA Honours, in Economics + Majors in Political Science, High Honours
Richard Noma, CFA, CAIA Richard Noma, CFA, CAIA's Bank of America Private Bank Experience April 2000 - July 2005
Job Investment Strategies Group at AssetMark
Industry Financial Services
Experience
AssetMark June 2010 - Present
The Pacific Bridge Companies March 2009 - May 2010
Bank of Hawaii Asset Management Group July 2005 - March 2009
Bank of America Private Bank April 2000 - July 2005
Skills
Alternative Investments, Financial Analysis, Wealth Management, Investment Management, Investment Strategies, Portfolio Management, Asset Management, Investments, Management
Education
Loyola Marymount University 1997 — 1999
MBA, Finance
University of Arizona 1991 — 1996
Bachelor of Arts (BA), Political Science
AssetMark June 2010 - Present
The Pacific Bridge Companies March 2009 - May 2010
Bank of Hawaii Asset Management Group July 2005 - March 2009
Bank of America Private Bank April 2000 - July 2005
Skills
Alternative Investments, Financial Analysis, Wealth Management, Investment Management, Investment Strategies, Portfolio Management, Asset Management, Investments, Management
Education
Loyola Marymount University 1997 — 1999
MBA, Finance
University of Arizona 1991 — 1996
Bachelor of Arts (BA), Political Science
Brian Bohaty's Bank of America Private Bank Experience 1991 - 2000
Job Financial Services Executive Leader | COO Asset Management
Industry Financial Services
Experience
TIAA-CREF April 2015 - Present
TIAA-CREF 2012 - March 2015
TIAA-CREF 2013 - 2014
TIAA-CREF 2008 - March 2012
TIAA-CREF 2006 - 2008
TIAA-CREF 2004 - 2006
TIAA-CREF 2000 - 2004
Bank of America Private Bank 1991 - 2000
Education
John Cook School of Business at Saint Louis University 1994 — 1996
Master of Business Administration (M.B.A.), Finance
St. Louis University 1987 — 1991
Bachelor’s Degree, Administration
TIAA-CREF April 2015 - Present
TIAA-CREF 2012 - March 2015
TIAA-CREF 2013 - 2014
TIAA-CREF 2008 - March 2012
TIAA-CREF 2006 - 2008
TIAA-CREF 2004 - 2006
TIAA-CREF 2000 - 2004
Bank of America Private Bank 1991 - 2000
Education
John Cook School of Business at Saint Louis University 1994 — 1996
Master of Business Administration (M.B.A.), Finance
St. Louis University 1987 — 1991
Bachelor’s Degree, Administration
Kevin Dail Kevin Dail's Bank of America Private Bank Experience June 1999 - March 2005
Job Mortgage Loan Originator
Industry Real Estate
Experience
SunTrust May 2015 - Present
Van Products December 2013 - May 2015
Dail Development LLC May 2001 - December 2014
The Performance Academy June 2010 - November 2013
Magnet Bank March 2006 - October 2008
Crescent State Bank March 2003 - March 2006
Bank of America - Private Bank June 1999 - March 2005
Skills
Property Management, Real Estate Development, New Business Development, Sales, Real Estate Financing, Entrepreneurship, Management, Contract Negotiation, Marketing, Real Estate Transactions, Sales Management, Customer Service, Negotiation, Real Estate Economics, Investment Properties, Strategic Planning, Residential Homes, Real Estate, Selling, Investments, Business Development, Leadership, Budgets, Project Management, Start-ups, Mortgage Lending, Loans
Education
Campbell University 1995 — 1998
Bachelor of Business Administration (BBA), Trust Management
Apex High School
SunTrust May 2015 - Present
Van Products December 2013 - May 2015
Dail Development LLC May 2001 - December 2014
The Performance Academy June 2010 - November 2013
Magnet Bank March 2006 - October 2008
Crescent State Bank March 2003 - March 2006
Bank of America - Private Bank June 1999 - March 2005
Skills
Property Management, Real Estate Development, New Business Development, Sales, Real Estate Financing, Entrepreneurship, Management, Contract Negotiation, Marketing, Real Estate Transactions, Sales Management, Customer Service, Negotiation, Real Estate Economics, Investment Properties, Strategic Planning, Residential Homes, Real Estate, Selling, Investments, Business Development, Leadership, Budgets, Project Management, Start-ups, Mortgage Lending, Loans
Education
Campbell University 1995 — 1998
Bachelor of Business Administration (BBA), Trust Management
Apex High School
Dean Byrne, CFA Dean Byrne, CFA's Bank of America Private Bank Experience January 1997 - May 2000
Job Senior Portfolio Manager at Whittier Trust Company
Industry Investment Management
Experience
Whittier Trust Company of Nevada May 2000 - Present
Bank of America Private Bank January 1997 - May 2000
Skills
Asset Allocation, Investments, Equities, High Net Worth..., Portfolio Management, Asset Management, Fixed Income, Alternative Investments, Investment Advisory, Investment Strategies, Wealth Management..., Wealth, Investment Management, Retirement Planning, Private Equity, Wealth Management
Education
University of Nevada-Reno 2002 — 2004
Finance, Finance, Economics, Accounting
Whittier Trust Company of Nevada May 2000 - Present
Bank of America Private Bank January 1997 - May 2000
Skills
Asset Allocation, Investments, Equities, High Net Worth..., Portfolio Management, Asset Management, Fixed Income, Alternative Investments, Investment Advisory, Investment Strategies, Wealth Management..., Wealth, Investment Management, Retirement Planning, Private Equity, Wealth Management
Education
University of Nevada-Reno 2002 — 2004
Finance, Finance, Economics, Accounting
William Neubauer's Bank of America Private Bank Experience January 1990 - August 2000
Job Independent FeeOnly Financial Planner & Investment Manager
Industry Investment Management
Experience
Comprehensive Money Management Services LLC January 2002 - Present
Bank of America Private Bank January 1990 - August 2000
Skills
Wealth Management, Investments, Asset Management, IRAs, Asset Allocation, Strategic Planning, Retirement Planning, Investment Advisory, Portfolio Management, Retirement, Business Strategy, Risk Management, Estate Planning, Financial Services, Private Banking, Asset Managment, Real Estate
Education
Florida State University - College of Business 1971 — 1977
MBA, Finance and Investments
Comprehensive Money Management Services LLC January 2002 - Present
Bank of America Private Bank January 1990 - August 2000
Skills
Wealth Management, Investments, Asset Management, IRAs, Asset Allocation, Strategic Planning, Retirement Planning, Investment Advisory, Portfolio Management, Retirement, Business Strategy, Risk Management, Estate Planning, Financial Services, Private Banking, Asset Managment, Real Estate
Education
Florida State University - College of Business 1971 — 1977
MBA, Finance and Investments
Sharan Gruendler's Bank of America Private Bank Experience 1999 - 2002
Job Director of Operations, FleishmanHillard Creative
Industry Public Relations and Communications
Experience
FleishmanHillard January 2008 - Present
FleishmanHillard 2008 - Present
West Newsmagazine February 2004 - December 2007
Bank of America Private Bank 1999 - 2002
Bank Of America February 1999 - April 2001
Skills
Project Management, Event Management, Management, Internal Communications, Strategic Communications, Digital Strategy, Recruiting, Media Relations
Education
University of Missouri 1992 — 1998
Bachelor of Arts
Summersville HS
Summersville HS
Summersville HS
FleishmanHillard January 2008 - Present
FleishmanHillard 2008 - Present
West Newsmagazine February 2004 - December 2007
Bank of America Private Bank 1999 - 2002
Bank Of America February 1999 - April 2001
Skills
Project Management, Event Management, Management, Internal Communications, Strategic Communications, Digital Strategy, Recruiting, Media Relations
Education
University of Missouri 1992 — 1998
Bachelor of Arts
Summersville HS
Summersville HS
Summersville HS
Barbara M. Gilbert CFRE Barbara M. Gilbert CFRE's Bank of America Private Bank Experience September 2000 - November 2005
Job Janney Montgomery Scott LLC, Financial Advisor
Industry Investment Management
Experience
Janney Montgomery Scott LLC April 2014 - Present
Barbara M Gilbert Consulting September 2013 - April 2014
The Warner Companies August 2011 - September 2013
Wells Fargo Private Bank January 2008 - May 2011
Wachovia Wealth Management January 2008 - May 2010
Clark Capital Management Group December 2007 - February 2009
Commerce Bank November 2005 - January 2008
Bank of America, Private Bank September 2000 - November 2005
BMG and Associa., Capital Fundraising July 1999 - October 2002
The Haverford School August 1996 - July 1998
Skills
Public Speaking, Corporate Development, Capital Campaign Expert, Capital Campaign..., Comprehensive Wealth..., Credit, Sales, Wealth Management, Fundraising, Wealth Management..., Marketing, Investments, Strategic Planning, New Business Development, Banking, Estate Planning, Financial Services, Insurance, Mergers & Acquisitions, Leadership, Strategy, Asset Management, Nonprofits, Portfolio Management, Due Diligence, Event Management, Asset Allocation, Loans, Hedge Funds, Private Banking, Business Development, Financial Advisory, Management, Strategic Partnerships, High Net Worth..., Analysis, Wealth, Employee Benefits, Mortgage Lending, Finance, Entrepreneurship, Alternative Investments, Series 7, Risk Management, Financial Planning, Private Equity, Mutual Funds, Business Strategy, Funding, Equities
Education
Cannon Training 2004 — 2006
Certificate, Finance, Trusts
Barry University 1984 — 1986
Business
Bauder College 1971 — 1973
Associate of Arts (AA), Architecture and Related Services
The American College
CFP, CFP
Board Leadership Training 2014
IVY-FON
IVY-FON
JMS Team Leader Training/ Emotional Intelligence 2014
Villanova UniversityBusiness law
Janney Montgomery Scott LLC April 2014 - Present
Barbara M Gilbert Consulting September 2013 - April 2014
The Warner Companies August 2011 - September 2013
Wells Fargo Private Bank January 2008 - May 2011
Wachovia Wealth Management January 2008 - May 2010
Clark Capital Management Group December 2007 - February 2009
Commerce Bank November 2005 - January 2008
Bank of America, Private Bank September 2000 - November 2005
BMG and Associa., Capital Fundraising July 1999 - October 2002
The Haverford School August 1996 - July 1998
Skills
Public Speaking, Corporate Development, Capital Campaign Expert, Capital Campaign..., Comprehensive Wealth..., Credit, Sales, Wealth Management, Fundraising, Wealth Management..., Marketing, Investments, Strategic Planning, New Business Development, Banking, Estate Planning, Financial Services, Insurance, Mergers & Acquisitions, Leadership, Strategy, Asset Management, Nonprofits, Portfolio Management, Due Diligence, Event Management, Asset Allocation, Loans, Hedge Funds, Private Banking, Business Development, Financial Advisory, Management, Strategic Partnerships, High Net Worth..., Analysis, Wealth, Employee Benefits, Mortgage Lending, Finance, Entrepreneurship, Alternative Investments, Series 7, Risk Management, Financial Planning, Private Equity, Mutual Funds, Business Strategy, Funding, Equities
Education
Cannon Training 2004 — 2006
Certificate, Finance, Trusts
Barry University 1984 — 1986
Business
Bauder College 1971 — 1973
Associate of Arts (AA), Architecture and Related Services
The American College
CFP, CFP
Board Leadership Training 2014
IVY-FON
IVY-FON
JMS Team Leader Training/ Emotional Intelligence 2014
Villanova UniversityBusiness law
Thomas Mann Thomas Mann's Bank of America Private Bank Experience March 1999 - April 2000
Job Analytics Executive at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2014 - Present
Bank of America June 2009 - November 2014
Bank of America April 2007 - June 2009
Bank of America April 2005 - April 2007
Bank of America February 2003 - April 2005
Bank of America October 2001 - February 2003
Pinkerton Services Group April 2000 - October 2001
Bank of America, Private Bank March 1999 - April 2000
Skills
Web Analytics, Information Management, Direct Marketing, Tableau, Dashboards, Cognos, SSIS, QlikView, Microstrategy, Omniture, SSAS, Analysis, Balanced Scorecard, SQL, SQL Server, Information Architecture, DoubleClick, SAS, Analytics, Business Intelligence, Data Analysis, Data Mining, Business Analysis, Teradata, Business Objects, Visio, Data Warehousing, Data Visualization, Database Marketing, ETL, Statistical Modeling, Data Modeling, Optimization, Access, Business Intelligence..., Crystal Reports, Segmentation, Process Improvement, VBA, SSRS, Process Engineering, Application Development, Predictive Analytics, SDLC, Data Management, Database Design, Business Process..., Predictive Modeling, Campaign Management, Data Integration
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 1998
BS, BA, Finance, Economics
Penn State University
Graduate Certificate in Applied Statistics, Statistics
Wells Fargo November 2014 - Present
Bank of America June 2009 - November 2014
Bank of America April 2007 - June 2009
Bank of America April 2005 - April 2007
Bank of America February 2003 - April 2005
Bank of America October 2001 - February 2003
Pinkerton Services Group April 2000 - October 2001
Bank of America, Private Bank March 1999 - April 2000
Skills
Web Analytics, Information Management, Direct Marketing, Tableau, Dashboards, Cognos, SSIS, QlikView, Microstrategy, Omniture, SSAS, Analysis, Balanced Scorecard, SQL, SQL Server, Information Architecture, DoubleClick, SAS, Analytics, Business Intelligence, Data Analysis, Data Mining, Business Analysis, Teradata, Business Objects, Visio, Data Warehousing, Data Visualization, Database Marketing, ETL, Statistical Modeling, Data Modeling, Optimization, Access, Business Intelligence..., Crystal Reports, Segmentation, Process Improvement, VBA, SSRS, Process Engineering, Application Development, Predictive Analytics, SDLC, Data Management, Database Design, Business Process..., Predictive Modeling, Campaign Management, Data Integration
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 1998
BS, BA, Finance, Economics
Penn State University
Graduate Certificate in Applied Statistics, Statistics
Mike Willingham Mike Willingham's Bank of America Private Bank Experience November 2003 - November 2004
Job Senior Complex Financial Institution Analyst at FDIC
Industry Financial Services
Experience
FDIC October 2011 - Present
FDIC August 2010 - October 2011
Pepperwood Partners December 2007 - August 2010
Mudigi February 2006 - December 2007
Barron Moore Inc. April 2005 - February 2006
Bank of America Private Bank November 2003 - November 2004
Wells Fargo Private Client Services May 1998 - November 2003
Skills
Portfolio Management, Financial Analysis, Financial Regulation, Due Diligence, Finance, Investments, Leadership, Banking, Executive Management, Credit, Loans, Entrepreneurship, Management, Business Planning, Mergers, Mergers & Acquisitions, Analysis, Financial Modeling, Corporate Finance, Risk Management, Capital Markets, Valuation, Financial Risk, Asset Management, Credit Analysis, Private Equity, Investment Banking, Credit Risk, Commercial Lending, Financial Services, Commercial Banking, Structured Finance
Education
New York University
International Banking Risk and Regulation
Cameron University 1994 — 1998
Bachelor’s Degree, Finance
FDIC October 2011 - Present
FDIC August 2010 - October 2011
Pepperwood Partners December 2007 - August 2010
Mudigi February 2006 - December 2007
Barron Moore Inc. April 2005 - February 2006
Bank of America Private Bank November 2003 - November 2004
Wells Fargo Private Client Services May 1998 - November 2003
Skills
Portfolio Management, Financial Analysis, Financial Regulation, Due Diligence, Finance, Investments, Leadership, Banking, Executive Management, Credit, Loans, Entrepreneurship, Management, Business Planning, Mergers, Mergers & Acquisitions, Analysis, Financial Modeling, Corporate Finance, Risk Management, Capital Markets, Valuation, Financial Risk, Asset Management, Credit Analysis, Private Equity, Investment Banking, Credit Risk, Commercial Lending, Financial Services, Commercial Banking, Structured Finance
Education
New York University
International Banking Risk and Regulation
Cameron University 1994 — 1998
Bachelor’s Degree, Finance
William Bill Moore, CIMA®, CFP® William Bill Moore, CIMA®, CFP®'s Bank of America Private Bank Experience 2003 - 2004
Job Senior Investment Advisor/Wealth Manager Exploring Opportunities
Industry Investment Management
Experience
Greene Consulting August 2015 - Present
Endowment Management Committee 2002 - Present
PNC Wealth Management 2012 - 2013
Commonfund 2008 - 2011
Deloitte Investment Advisors 2004 - 2008
Bank of America Private Bank 2003 - 2004
Offitbank/Wachovia Wealth Management - Atlanta 2002 - 2003
Wachovia Private Financial Advisors - Atlanta 1986 - 2002
Skills
Wealth Management, Asset Allocation, Portfolio Management, Investment Strategies, Investment Advisory, Asset Management, High Net Worth..., Financial Advisory, Wealth Management..., Alternative Investments, Investment Management, Capital Markets, Investments, Financial Services, Estate Planning, Private Banking, Investment Policy, New Business Development, Strategy, Risk Management, Private Wealth..., Endowments, Foundations, Thought Leadership, Hedge Funds, Institutional..., Retirement Planning, Trusts, Relationship Management, Certified Financial..., Separately Managed..., Family Office, Business Development, Personal Financial..., Leadership, Management, Equity Derivatives, Building Relationships, Market Analysis, Strategic Leadership, Sales, Fixed Income Analysis, Consulting, Investment Advisory..., Retirement, Client Services, Portfolio Optimization, Coaching, Selling, 401k Rollovers
Education
Clemson University - College of Business and Behavioral Science 1976 — 1981
B.S., Economics, Accounting
Yale University - Yale School of Management
The Endowment Institute, Fiduciary Investment Management
University of Pennsylvania 2006 — 2008
Certified Investment Management Analyst (CIMA), Investment Management
College for Financial Planning 2001 — 2003
Certified Financial Planner (CFP), Personal Financial Planning
The University of Georgia 1987 — 1988
Professional Financial Planner
Greene Consulting August 2015 - Present
Endowment Management Committee 2002 - Present
PNC Wealth Management 2012 - 2013
Commonfund 2008 - 2011
Deloitte Investment Advisors 2004 - 2008
Bank of America Private Bank 2003 - 2004
Offitbank/Wachovia Wealth Management - Atlanta 2002 - 2003
Wachovia Private Financial Advisors - Atlanta 1986 - 2002
Skills
Wealth Management, Asset Allocation, Portfolio Management, Investment Strategies, Investment Advisory, Asset Management, High Net Worth..., Financial Advisory, Wealth Management..., Alternative Investments, Investment Management, Capital Markets, Investments, Financial Services, Estate Planning, Private Banking, Investment Policy, New Business Development, Strategy, Risk Management, Private Wealth..., Endowments, Foundations, Thought Leadership, Hedge Funds, Institutional..., Retirement Planning, Trusts, Relationship Management, Certified Financial..., Separately Managed..., Family Office, Business Development, Personal Financial..., Leadership, Management, Equity Derivatives, Building Relationships, Market Analysis, Strategic Leadership, Sales, Fixed Income Analysis, Consulting, Investment Advisory..., Retirement, Client Services, Portfolio Optimization, Coaching, Selling, 401k Rollovers
Education
Clemson University - College of Business and Behavioral Science 1976 — 1981
B.S., Economics, Accounting
Yale University - Yale School of Management
The Endowment Institute, Fiduciary Investment Management
University of Pennsylvania 2006 — 2008
Certified Investment Management Analyst (CIMA), Investment Management
College for Financial Planning 2001 — 2003
Certified Financial Planner (CFP), Personal Financial Planning
The University of Georgia 1987 — 1988
Professional Financial Planner
Scott DeNeen, CFP®, CRPC®, JD Scott DeNeen, CFP®, CRPC®, JD's Bank of America Private Bank Experience August 2002 - December 2006
Job Senior Financial Consultant | Vice President at BOSC, Inc. | BOKF
Industry Investment Management
Experience
BOK Financial November 2013 - Present
BOSC, Inc. November 2013 - Present
J.P. Morgan Securities LLC January 2013 - September 2013
JPMorgan Chase January 2010 - December 2012
TrustPoint Management August 2009 - December 2009
Merrill Lynch December 2006 - December 2008
Bank of America Private Bank August 2002 - December 2006
JPMorgan Private Bank January 1998 - August 2002
Bank of America January 1997 - January 1998
Bank of America January 1995 - January 1997
Skills
Business Development, Direct Sales, Client Relationship..., Team Leadership, Strategic Thinking, Private Banking, Private Client, Comprehensive Wealth..., Private Wealth..., Certified Financial..., Financial Planning, Wealth Transfer Planning, Estate Planning, Retirement Income..., Retirement Solutions, Financial Advisory, Asset Management, Alternative Investments, Private Equity, Private Placements, Retail Brokerage, Series 7, Series 66, Series 24, Securities Lending, Mortgage Lending, Asset Based Lending, Real Estate Lending, Trust Management, Personal Trust..., Wealth Management..., Investment Management, Securities, Uniform Combined State..., Investments, Wealth, Retirement, Asset Managment, Strategic Financial..., Retirement Planning, High Net Worth...
Education
University of Arkansas School of Law, Fayetteville 1989 — 1992
Juris Doctorate, Law
University of Missouri-Columbia 1986 — 1989
BSBA, Finance and Economics
memorial high 1981 — 1985
BOK Financial November 2013 - Present
BOSC, Inc. November 2013 - Present
J.P. Morgan Securities LLC January 2013 - September 2013
JPMorgan Chase January 2010 - December 2012
TrustPoint Management August 2009 - December 2009
Merrill Lynch December 2006 - December 2008
Bank of America Private Bank August 2002 - December 2006
JPMorgan Private Bank January 1998 - August 2002
Bank of America January 1997 - January 1998
Bank of America January 1995 - January 1997
Skills
Business Development, Direct Sales, Client Relationship..., Team Leadership, Strategic Thinking, Private Banking, Private Client, Comprehensive Wealth..., Private Wealth..., Certified Financial..., Financial Planning, Wealth Transfer Planning, Estate Planning, Retirement Income..., Retirement Solutions, Financial Advisory, Asset Management, Alternative Investments, Private Equity, Private Placements, Retail Brokerage, Series 7, Series 66, Series 24, Securities Lending, Mortgage Lending, Asset Based Lending, Real Estate Lending, Trust Management, Personal Trust..., Wealth Management..., Investment Management, Securities, Uniform Combined State..., Investments, Wealth, Retirement, Asset Managment, Strategic Financial..., Retirement Planning, High Net Worth...
Education
University of Arkansas School of Law, Fayetteville 1989 — 1992
Juris Doctorate, Law
University of Missouri-Columbia 1986 — 1989
BSBA, Finance and Economics
memorial high 1981 — 1985
Dawn M. Dale, JD, LL.M., CFP®'s Bank of America Private Bank Experience 1993 - 2005
Job Founder and Managing Member at KeyStone Law, PLLC
Industry Legal Services
Experience
KeyStone Law, PLLC April 2015 - Present
Connemara Family Office Management, LLC April 2015 - July 2015
Connemara Fee Only Planning, LLC April 2015 - July 2015
Abbot Downing April 2011 - January 2015
GenSpring Family Offices May 2005 - April 2011
Bank of America Private Bank 1993 - 2005
Chernesky, Heyman and Kress August 1988 - March 1993
Smith and Schnacke, LLP August 1987 - August 1988
Skills
Estate Planning, Wealth, CRM, Wealth Management, Asset Allocation, High Net Worth..., Alternative Investments, Investments, Asset Management, Portfolio Management, Investment Management, Investment Advisory
Education
Georgetown University Law Center 1994 — 1996
LL.M, Taxation
Dickinson Law 1984 — 1987
JD, Law - taxation and business
Westminster College (PA) 1981 — 1984
BA, Business and accounting
KeyStone Law, PLLC April 2015 - Present
Connemara Family Office Management, LLC April 2015 - July 2015
Connemara Fee Only Planning, LLC April 2015 - July 2015
Abbot Downing April 2011 - January 2015
GenSpring Family Offices May 2005 - April 2011
Bank of America Private Bank 1993 - 2005
Chernesky, Heyman and Kress August 1988 - March 1993
Smith and Schnacke, LLP August 1987 - August 1988
Skills
Estate Planning, Wealth, CRM, Wealth Management, Asset Allocation, High Net Worth..., Alternative Investments, Investments, Asset Management, Portfolio Management, Investment Management, Investment Advisory
Education
Georgetown University Law Center 1994 — 1996
LL.M, Taxation
Dickinson Law 1984 — 1987
JD, Law - taxation and business
Westminster College (PA) 1981 — 1984
BA, Business and accounting
Shirley Chang's Bank of America Private Bank Experience November 1997 - January 2004
Job
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley July 2011 - July 2014
Morgan Stanley June 2008 - July 2009
Lehman Brothers March 2005 - May 2008
Caris & Company January 2004 - February 2005
Bank of America Private Bank November 1997 - January 2004
Robinson Lerer & Montgomery 1994 - 1995
Skills
Wealth Management..., Series 7, Alternative Investments, Wealth Management, Equities, Investments, Portfolio Management, Fixed Income, Hedge Funds, Asset Management, Capital Markets, Securities
Education
New York University - Leonard N. Stern School of Business 2003 — 2007
M.B.A.
Stanford University 1993 — 1997
B.S.
Morgan Stanley August 2014 - Present
Morgan Stanley July 2011 - July 2014
Morgan Stanley June 2008 - July 2009
Lehman Brothers March 2005 - May 2008
Caris & Company January 2004 - February 2005
Bank of America Private Bank November 1997 - January 2004
Robinson Lerer & Montgomery 1994 - 1995
Skills
Wealth Management..., Series 7, Alternative Investments, Wealth Management, Equities, Investments, Portfolio Management, Fixed Income, Hedge Funds, Asset Management, Capital Markets, Securities
Education
New York University - Leonard N. Stern School of Business 2003 — 2007
M.B.A.
Stanford University 1993 — 1997
B.S.
Brett Johnson, CFA's Bank of America Private Bank Experience 2003 - 2006
Job Vice President, Goldman, Sachs & Co.
Industry Investment Management
Experience
Goldman Sachs & Co. 2006 - Present
Bank of America Private Bank 2003 - 2006
Deloitte & Touche 2002 - 2002
Skills
Asset Allocation, Global Investment..., Private Wealth Managment, Manager Selection, Alternative Investments, Family Office
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science
Goldman Sachs & Co. 2006 - Present
Bank of America Private Bank 2003 - 2006
Deloitte & Touche 2002 - 2002
Skills
Asset Allocation, Global Investment..., Private Wealth Managment, Manager Selection, Alternative Investments, Family Office
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science
Andrea Rossato's Bank of America Private Bank Experience 1998 - 2002
Job Director, Private Banker at Citi Private Bank
Industry Financial Services
Experience
Citigroup Private Bank June 2010 - Present
Deutsche Bank Private Wealth Management 2002 - June 2010
Bank of America - Private Bank 1998 - 2002
Skills
Banking, Capital Markets, Investments, Hedge Funds, Alternative Investments, Financial Analysis, Asset Management, Wealth Management, Mortgage Lending, Commercial Banking, Structured Products, Loans, Business Development, Derivatives, Management, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance
Citigroup Private Bank June 2010 - Present
Deutsche Bank Private Wealth Management 2002 - June 2010
Bank of America - Private Bank 1998 - 2002
Skills
Banking, Capital Markets, Investments, Hedge Funds, Alternative Investments, Financial Analysis, Asset Management, Wealth Management, Mortgage Lending, Commercial Banking, Structured Products, Loans, Business Development, Derivatives, Management, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance
Alexandra Desbrow's Bank of America Private Bank Experience November 2003 - April 2005
Job Partner Relations at Greenlight Capital
Industry Financial Services
Experience
Greenlight Capital October 2007 - Present
Stonehaven, LLC May 2005 - September 2007
Bank of America Private Bank November 2003 - April 2005
Banc of America Securities September 1999 - July 2001
Education
Georgetown University 1995 — 1999
BSBA, Finanace, Intl Business
Greenlight Capital October 2007 - Present
Stonehaven, LLC May 2005 - September 2007
Bank of America Private Bank November 2003 - April 2005
Banc of America Securities September 1999 - July 2001
Education
Georgetown University 1995 — 1999
BSBA, Finanace, Intl Business
Thomas W. Hulick, CIMA's Bank of America Private Bank Experience September 2002 - September 2007
Job President and CEO, Holly Street Wealth Management
Industry Financial Services
Experience
Holly Street Wealth Management April 2013 - Present
Trovena, LLC November 2012 - April 2013
First Foundation, Inc. August 2010 - October 2012
Citizens Business Bank September 2007 - August 2010
UBS Wealth Management January 2005 - September 2007
Bank of America Private Bank September 2002 - September 2007
CITIBANK FSB January 1993 - January 1995
Wells Fargo Bank January 1991 - January 1993
Skills
Wealth Management, Investments, Strategic Financial..., Portfolio Management, Financial Advisory, Private Banking, Wealth Management..., Banking, Alternative Investments, Asset Allocation, Equities, Financial Modeling, Financial Analysis, Valuation, Investment Strategies, Asset Managment, Private Equity, Fixed Income, Hedge Funds, Retirement Planning
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA
Tulane University 1985 — 1989
BA, Political Science
Blair Academy 1981 — 1985
University of Pennsylvania - The Wharton School
CIMA, Executive Education
Holly Street Wealth Management April 2013 - Present
Trovena, LLC November 2012 - April 2013
First Foundation, Inc. August 2010 - October 2012
Citizens Business Bank September 2007 - August 2010
UBS Wealth Management January 2005 - September 2007
Bank of America Private Bank September 2002 - September 2007
CITIBANK FSB January 1993 - January 1995
Wells Fargo Bank January 1991 - January 1993
Skills
Wealth Management, Investments, Strategic Financial..., Portfolio Management, Financial Advisory, Private Banking, Wealth Management..., Banking, Alternative Investments, Asset Allocation, Equities, Financial Modeling, Financial Analysis, Valuation, Investment Strategies, Asset Managment, Private Equity, Fixed Income, Hedge Funds, Retirement Planning
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA
Tulane University 1985 — 1989
BA, Political Science
Blair Academy 1981 — 1985
University of Pennsylvania - The Wharton School
CIMA, Executive Education
Jeffrey Shiffra, CFA, CPA's Bank of America Private Bank Experience January 2000 - March 2001
Job Managing Partner, Ironwood Investment Counsel, LLC
Industry Investment Management
Experience
Ironwood Investment Counsel, LLC March 2001 - Present
Bank of America Private Bank January 2000 - March 2001
Arthur Andersen LLP July 1992 - January 2000
Education
Arizona State University 1999 — 2001
Masters of Science, Taxation
Michigan State University - The Eli Broad Graduate School of Management 1989 — 1992
Bachelor or Arts, Accounting and Finance
Ironwood Investment Counsel, LLC March 2001 - Present
Bank of America Private Bank January 2000 - March 2001
Arthur Andersen LLP July 1992 - January 2000
Education
Arizona State University 1999 — 2001
Masters of Science, Taxation
Michigan State University - The Eli Broad Graduate School of Management 1989 — 1992
Bachelor or Arts, Accounting and Finance
Richard Azarloza, CFA CFP's Bank of America Private Bank Experience February 1990 - June 1999
Job Senior Portfolio Manager at Covington Capital Management
Industry Investment Management
Experience
Covington Capital Management January 2006 - Present
Brown Brothers Harriman & Co. June 2002 - January 2006
U.S. Trust Company June 1999 - July 2002
Bank of America Private Bank February 1990 - June 1999
Skills
Portfolio Management, Asset Management, Wealth Management, Investments, Asset Allocation, Alternative Investments, Hedge Funds, Fixed Income, Investment Management, Equities, Investment Strategies, Equity Research
Education
California State University-Northridge 1991 — 1994
MBA, Finance
University of California, Los Angeles 1984 — 1989
BS, Mathematics
Covington Capital Management January 2006 - Present
Brown Brothers Harriman & Co. June 2002 - January 2006
U.S. Trust Company June 1999 - July 2002
Bank of America Private Bank February 1990 - June 1999
Skills
Portfolio Management, Asset Management, Wealth Management, Investments, Asset Allocation, Alternative Investments, Hedge Funds, Fixed Income, Investment Management, Equities, Investment Strategies, Equity Research
Education
California State University-Northridge 1991 — 1994
MBA, Finance
University of California, Los Angeles 1984 — 1989
BS, Mathematics
Matt Harlan's Bank of America Private Bank Experience February 1997 - September 2002
Job Vice President at The St. Louis Trust Company
Industry Financial Services
Experience
The St. Louis Trust Company September 2002 - Present
Bank of America Private Bank February 1997 - September 2002
Mark Twain Bank May 1993 - February 1997
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Tax, Wealth Management, Estate Planning, Internal Controls, Financial Reporting, Investment Advisory, Asset Allocation, Accounting, Auditing, Mutual Funds, Separately Managed..., Corporate Trust, Prime Brokerage, Investments, MBS, Series 24, CMBS
Education
St. Louis University 1994 — 1995
MBA, Finance, General
Saint Louis University 1990 — 1995
BA, Communication
The St. Louis Trust Company September 2002 - Present
Bank of America Private Bank February 1997 - September 2002
Mark Twain Bank May 1993 - February 1997
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Tax, Wealth Management, Estate Planning, Internal Controls, Financial Reporting, Investment Advisory, Asset Allocation, Accounting, Auditing, Mutual Funds, Separately Managed..., Corporate Trust, Prime Brokerage, Investments, MBS, Series 24, CMBS
Education
St. Louis University 1994 — 1995
MBA, Finance, General
Saint Louis University 1990 — 1995
BA, Communication
Doug Webb's Bank of America Private Bank Experience November 1999 - May 2000
Job Senior Vice President at Bank of Manhattan
Industry Banking
Experience
Bank of Manhattan November 2001 - Present
Professional Business Bank November 2001 - May 2012
Citizens Business Bank May 2000 - November 2001
Bank of America - Private Bank November 1999 - May 2000
Community Bank November 1988 - November 1999
Skills
Small Business Lending, Banking, Commercial Lending, Loans, Credit, Commercial Banking, Credit Analysis, Loan Origination, Asset Based Lending, Consumer Lending, Lines Of Credit, Commercial Mortgages, Mortgage Lending, Cash Management, SBA
Education
University of Southern California - Marshall School of Business 1975 — 1979
Bachelor of Science (B.S.), Business Administration and Management, General
Pepperdine University 1983 — 1986
MBA, Business Administration and Management, General
Bank of Manhattan November 2001 - Present
Professional Business Bank November 2001 - May 2012
Citizens Business Bank May 2000 - November 2001
Bank of America - Private Bank November 1999 - May 2000
Community Bank November 1988 - November 1999
Skills
Small Business Lending, Banking, Commercial Lending, Loans, Credit, Commercial Banking, Credit Analysis, Loan Origination, Asset Based Lending, Consumer Lending, Lines Of Credit, Commercial Mortgages, Mortgage Lending, Cash Management, SBA
Education
University of Southern California - Marshall School of Business 1975 — 1979
Bachelor of Science (B.S.), Business Administration and Management, General
Pepperdine University 1983 — 1986
MBA, Business Administration and Management, General
Lorie Fillyaw's Bank of America Private Bank Experience May 2000 - September 2004
Job Business Services Manager
Industry Accounting
Experience
City of Durham January 2015 - Present
City of Durham November 2012 - December 2014
CRM August 2011 - October 2012
Banyan Partners LLC September 2010 - February 2011
SunTrust Bank September 2008 - August 2010
Wachovia Bank October 2004 - September 2008
Bank of America Private Bank May 2000 - September 2004
Skills
Strategic Financial..., Financial Analysis, Accounting, Budgets, Forecasting, Internal Controls, Internal Audit, B2B, Wealth Management, Investments, Banking, Credit, Portfolio Management, Asset Managment, Loans
Education
Campbell University 1997 — 2002
MBA/BBA, Finance, Business Administration, Financial Planning, Marketing
Beddingfield High School
City of Durham January 2015 - Present
City of Durham November 2012 - December 2014
CRM August 2011 - October 2012
Banyan Partners LLC September 2010 - February 2011
SunTrust Bank September 2008 - August 2010
Wachovia Bank October 2004 - September 2008
Bank of America Private Bank May 2000 - September 2004
Skills
Strategic Financial..., Financial Analysis, Accounting, Budgets, Forecasting, Internal Controls, Internal Audit, B2B, Wealth Management, Investments, Banking, Credit, Portfolio Management, Asset Managment, Loans
Education
Campbell University 1997 — 2002
MBA/BBA, Finance, Business Administration, Financial Planning, Marketing
Beddingfield High School
Ken Hilton's Bank of America Private Bank Experience 2006 - 2008
Job Public Arbitration at Financial Industry Regulatory Authority
Industry Law Practice
Experience
Financial Industry Regulatory Authority November 2010 - Present
Alston & Bird, LLP February 2007 - Present
Truth Center Ministries International September 2003 - Present
Bank of America, Private Bank 2006 - 2008
Bank of America 2004 - 2006
Skills
Commercial Litigation, Estate Planning, Arbitration, Civil Litigation, Employment Law, Mergers, Probate, Legal Research, Investments, Risk Management, Courts, Securities, Asset Management, Corporate Law, Defense, Trusts, Appeals, Compliance, Tax, Wills, Liability, Dispute Resolution, Alternative Dispute..., Securities Regulation, Securities Litigation, Securities Offerings, Securities Fraud, Asset Managment, Mergers & Acquisitions, Mediation, Intellectual Property, Legal Writing
Education
New York Law School 1984 — 1988
Juris Doctor, Law
Adelphi University 1982 — 1982
Certificate, Law
Oberlin College 1972 — 1976
BA, Government, Communications, Psychology
Financial Industry Regulatory Authority November 2010 - Present
Alston & Bird, LLP February 2007 - Present
Truth Center Ministries International September 2003 - Present
Bank of America, Private Bank 2006 - 2008
Bank of America 2004 - 2006
Skills
Commercial Litigation, Estate Planning, Arbitration, Civil Litigation, Employment Law, Mergers, Probate, Legal Research, Investments, Risk Management, Courts, Securities, Asset Management, Corporate Law, Defense, Trusts, Appeals, Compliance, Tax, Wills, Liability, Dispute Resolution, Alternative Dispute..., Securities Regulation, Securities Litigation, Securities Offerings, Securities Fraud, Asset Managment, Mergers & Acquisitions, Mediation, Intellectual Property, Legal Writing
Education
New York Law School 1984 — 1988
Juris Doctor, Law
Adelphi University 1982 — 1982
Certificate, Law
Oberlin College 1972 — 1976
BA, Government, Communications, Psychology
Rhonda A. Pirvulescu's Bank of America Private Bank Experience October 2004 - Present
Job VP, Wealth Advisor at Bank of America
Industry Financial Services
Experience
Bank of America Private Bank October 2004 - Present
JP Morgan Chase Private Bank October 1999 - October 2004
Education
The University of Texas at Austin 1996 — 1999
Bank of America Private Bank October 2004 - Present
JP Morgan Chase Private Bank October 1999 - October 2004
Education
The University of Texas at Austin 1996 — 1999
Valerie Hogan's Bank of America Private Bank Experience 2003 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America Private Bank 2003 - 2007
Education
University of Florida
Bank of America Private Bank 2003 - 2007
Education
University of Florida
Gigi Maceda's Bank of America Private Bank Experience 2000 - 2004
Job Senior Trust Officer at US Bank (formerly PFF Bank & Trust)
Industry Financial Services
Experience
US Bank 2009 - Present
PFF Bank & Trust (now part of US Bank) June 2004 - Present
Bank of America Private Bank 2000 - 2004
Union Bank of California 1986 - 2000
Education
San Francisco State University 1984 — 1986
B.A., Business Administration
Boston University
Banking
US Bank 2009 - Present
PFF Bank & Trust (now part of US Bank) June 2004 - Present
Bank of America Private Bank 2000 - 2004
Union Bank of California 1986 - 2000
Education
San Francisco State University 1984 — 1986
B.A., Business Administration
Boston University
Banking
Victor Xiong's Bank of America Private Bank Experience October 2006 - September 2008
Job Wealth Management and banking manager
Industry Financial Services
Experience
Morgan Stanley October 2010 - Present
UBS Wealth Management September 2008 - May 2010
Bank of America Private Bank October 2006 - September 2008
Skills
Banking, Credit, Risk Management, Loans, Portfolio Management, Mortgage Lending, Retail Banking, Relationship Management, Commercial Banking, Financial Analysis, Credit Analysis, Wealth Management, Financial Services
Education
Golden Gate University 2001 — 2004
Master of Science (M.S.), Computer and Information Sciences, General
San Francisco State University 1997 — 2000
Bachelor's degree, Finance, General
Morgan Stanley October 2010 - Present
UBS Wealth Management September 2008 - May 2010
Bank of America Private Bank October 2006 - September 2008
Skills
Banking, Credit, Risk Management, Loans, Portfolio Management, Mortgage Lending, Retail Banking, Relationship Management, Commercial Banking, Financial Analysis, Credit Analysis, Wealth Management, Financial Services
Education
Golden Gate University 2001 — 2004
Master of Science (M.S.), Computer and Information Sciences, General
San Francisco State University 1997 — 2000
Bachelor's degree, Finance, General
Sharon Urban's Bank of America Private Bank Experience 2004 - 2005
Job Trust Officer at Reliance Trust Company an FIS Company
Industry Financial Services
Experience
Reliance Trust Company an FIS Company September 2015 - Present
UBS Wealth Management July 2013 - September 2015
EMI 2009 - 2011
Dixon Hughes Goodman LLP 2009 - 2009
Bank of America Private Bank 2004 - 2005
Skills
State Tax Audits, Litigation Support, Tax Preparation, Tax, Tax Audits, Tax Compliance, Income Tax, Mergers, Forensic Accounting, Tax Research, Auditing, CPA, Restructuring, Mergers & Acquisitions, GAAP, Accounting, Financial Analysis
Education
University of Baltimore 1997 — 2001
L.L.M., Tax
University of Baltimore School of Law 1994 — 1997
J.D.
Loyola University Maryland 1992 — 1994
MBA, Finance
Notre Dame of Maryland University 1989 — 1992
B.A., Liberal Arts, Spanish and History
Reliance Trust Company an FIS Company September 2015 - Present
UBS Wealth Management July 2013 - September 2015
EMI 2009 - 2011
Dixon Hughes Goodman LLP 2009 - 2009
Bank of America Private Bank 2004 - 2005
Skills
State Tax Audits, Litigation Support, Tax Preparation, Tax, Tax Audits, Tax Compliance, Income Tax, Mergers, Forensic Accounting, Tax Research, Auditing, CPA, Restructuring, Mergers & Acquisitions, GAAP, Accounting, Financial Analysis
Education
University of Baltimore 1997 — 2001
L.L.M., Tax
University of Baltimore School of Law 1994 — 1997
J.D.
Loyola University Maryland 1992 — 1994
MBA, Finance
Notre Dame of Maryland University 1989 — 1992
B.A., Liberal Arts, Spanish and History
Caroline Werntz's Bank of America Private Bank Experience 2001 - 2004
Job Owner, Calligraphy & Events by Caroline
Industry Marketing and Advertising
Experience
Calligraphy & Events by Caroline April 2009 - Present
Charleston Air Force Base 2008 - 2009
Kiawah Development Partners 2006 - 2008
Self-Employed 2006 - 2008
Bank of America Private Bank 2001 - 2004
First Union National Bank (Wachovia/Wells Fargo) 2001 - 2004
Skills
Management, Sponsorship, Marketing Communications, Social Media Marketing, Marketing, Leadership
Education
Queens University of Charlotte 1998 — 2000
Masters of Business Administration
Clemson University 1986 — 1990
BA, Political Science
Calligraphy & Events by Caroline April 2009 - Present
Charleston Air Force Base 2008 - 2009
Kiawah Development Partners 2006 - 2008
Self-Employed 2006 - 2008
Bank of America Private Bank 2001 - 2004
First Union National Bank (Wachovia/Wells Fargo) 2001 - 2004
Skills
Management, Sponsorship, Marketing Communications, Social Media Marketing, Marketing, Leadership
Education
Queens University of Charlotte 1998 — 2000
Masters of Business Administration
Clemson University 1986 — 1990
BA, Political Science
Monique Pressley's Bank of America Private Bank Experience March 2004 - August 2004
Job Client Service Manager at Legacy Wealth Alliance
Industry Financial Services
Experience
Legacy Wealth Alliance August 2013 - November 2014
Morgan Keegan August 2004 - March 2012
Bank of America, Private Bank March 2004 - August 2004
Banc of America Investments February 2002 - March 2004
Skills
Investments, Finance, Portfolio Management, Analysis, Financial Advisory, Mutual Funds, Management, Retirement, Marketing, Sales, Program Management, Auditing
Education
Appalachian State University 1990 — 1995
BSBA, Finance
Legacy Wealth Alliance August 2013 - November 2014
Morgan Keegan August 2004 - March 2012
Bank of America, Private Bank March 2004 - August 2004
Banc of America Investments February 2002 - March 2004
Skills
Investments, Finance, Portfolio Management, Analysis, Financial Advisory, Mutual Funds, Management, Retirement, Marketing, Sales, Program Management, Auditing
Education
Appalachian State University 1990 — 1995
BSBA, Finance
Alev Lewis's Bank of America Private Bank Experience August 2002 - March 2005
Job President at Acacia Wealth Advisors
Industry Investment Management
Experience
Acacia Wealth Advisors April 2005 - Present
Bank of America Private Bank August 2002 - March 2005
Ernst & Young January 1995 - August 2002
Amwest Surety Insurance Company May 1991 - December 1994
Kenneth Levelnthal & Company September 1986 - April 1991
Skills
Wealth Management, Investments, Financial Advisory, Financial Planners, Tax, Wealth, Investment Management, Accounting, Finance, Small Business, High Net Worth...
Education
Golden Gate University
Master's degree, Taxation
UCLA
B.A. Economics/Business
UCLA Anderson School of Management
MDE
Acacia Wealth Advisors April 2005 - Present
Bank of America Private Bank August 2002 - March 2005
Ernst & Young January 1995 - August 2002
Amwest Surety Insurance Company May 1991 - December 1994
Kenneth Levelnthal & Company September 1986 - April 1991
Skills
Wealth Management, Investments, Financial Advisory, Financial Planners, Tax, Wealth, Investment Management, Accounting, Finance, Small Business, High Net Worth...
Education
Golden Gate University
Master's degree, Taxation
UCLA
B.A. Economics/Business
UCLA Anderson School of Management
MDE
Roger Bowie's Bank of America Private Bank Experience July 1998 - April 2006
Job Banking Professional
Industry Banking
Experience
Wells Fargo Private Bank July 2009 - Present
Deutsche Bank April 2006 - January 2009
Bank of America Private Bank July 1998 - April 2006
Education
Trinity College-Hartford 1972 — 1976
B.A., Economics
Gilman School 1967 — 1972
Wells Fargo Private Bank July 2009 - Present
Deutsche Bank April 2006 - January 2009
Bank of America Private Bank July 1998 - April 2006
Education
Trinity College-Hartford 1972 — 1976
B.A., Economics
Gilman School 1967 — 1972
Melissa Wenzel's Bank of America Private Bank Experience October 1999 - July 2005
Job COO Private Company
Industry Executive Office
Experience
Private Company September 2011 - Present
Lydian Bank & Trust September 2009 - September 2011
US Trust July 2006 - February 2009
Bank of America July 2005 - July 2006
Bank of America Private Bank October 1999 - July 2005
Education
University of South Florida 1995 — 1999
B.A., Finance
Private Company September 2011 - Present
Lydian Bank & Trust September 2009 - September 2011
US Trust July 2006 - February 2009
Bank of America July 2005 - July 2006
Bank of America Private Bank October 1999 - July 2005
Education
University of South Florida 1995 — 1999
B.A., Finance
Ken Shepard, CFA's Bank of America Private Bank Experience January 1998 - July 2006
Job Division Investment Executive Southeast at US Trust
Industry Investment Management
Experience
US Trust June 2012 - Present
US Trust February 2009 - May 2012
US Trust July 2006 - February 2009
Bank of America Private Bank January 1998 - July 2006
Fifth Third Bank August 1993 - January 1998
Union Carbide April 1989 - August 1992
Skills
Investments, Portfolio Management, Management, Wealth Management, Asset Allocation, Alternative Investments, Asset Management, Investment Management, Series 7, Equities, Mutual Funds, Hedge Funds, Finance, Wealth Management..., Estate Planning, High Net Worth...
Education
Xavier University - Williams College of Business 1991 — 1993
MBA, Finance
The College of Wooster 1984 — 1988
BA, Economics
US Trust June 2012 - Present
US Trust February 2009 - May 2012
US Trust July 2006 - February 2009
Bank of America Private Bank January 1998 - July 2006
Fifth Third Bank August 1993 - January 1998
Union Carbide April 1989 - August 1992
Skills
Investments, Portfolio Management, Management, Wealth Management, Asset Allocation, Alternative Investments, Asset Management, Investment Management, Series 7, Equities, Mutual Funds, Hedge Funds, Finance, Wealth Management..., Estate Planning, High Net Worth...
Education
Xavier University - Williams College of Business 1991 — 1993
MBA, Finance
The College of Wooster 1984 — 1988
BA, Economics
Lupita Rasheed, PhD's Bank of America Private Bank Experience March 1996 - September 2001
Job Director of Development
Industry Higher Education
Experience
Dillard University January 2014 - Present
Philander Smith College September 2001 - January 2014
Bank of America Private Bank March 1996 - September 2001
Skills
Higher Education, Grant Writing, Fundraising, Public Speaking, Program Development, Nonprofits, Community Outreach, Research, Teaching, Strategic Planning, Editing, Public Relations, Microsoft Office, Media Relations, Social Media, PowerPoint, Data Analysis, Creative Writing, Grants, Team Building, Volunteer Management, Technical Writing, Program Evaluation, Non-profit..., Community Development, Staff Development, Student Development, Student Affairs
Education
Capella University 2006 — 2012
Doctor of Philosophy (PhD), Business Administration and Management, General
Webster University 1999 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Southern Arkansas University 1989 — 1993
Bachelor of Arts (B.A.), Public Relations/Image Management
Dillard University January 2014 - Present
Philander Smith College September 2001 - January 2014
Bank of America Private Bank March 1996 - September 2001
Skills
Higher Education, Grant Writing, Fundraising, Public Speaking, Program Development, Nonprofits, Community Outreach, Research, Teaching, Strategic Planning, Editing, Public Relations, Microsoft Office, Media Relations, Social Media, PowerPoint, Data Analysis, Creative Writing, Grants, Team Building, Volunteer Management, Technical Writing, Program Evaluation, Non-profit..., Community Development, Staff Development, Student Development, Student Affairs
Education
Capella University 2006 — 2012
Doctor of Philosophy (PhD), Business Administration and Management, General
Webster University 1999 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Southern Arkansas University 1989 — 1993
Bachelor of Arts (B.A.), Public Relations/Image Management
Nancy Peterson's Bank of America Private Bank Experience June 2002 - August 2006
Job Sr. Private Client Advisor at Citi Private Bank
Industry Financial Services
Experience
Citibank January 2010 - Present
Barclays Wealth September 2007 - December 2009
Atlas One Financial Group, LLC August 2006 - September 2007
Bank of America - Private Bank June 2002 - August 2006
Northern Trust November 1997 - June 2002
Merrill Lynch May 1992 - March 1997
Xerox de Mexico 1982 - 1986
Skills
Portfolio Management, Fixed Income, Alternative Investments, Investment Strategies, Asset Allocation, Wealth Management, Equities, Estate Planning, Investments, Strategic Financial...
Education
The University of Dallas 1981 — 1982
MBA, International Business
Central College 1977 — 1981
B.A., Business & French
Université Paris-Sorbonne 1979 — 1980
Diplome Annuel, Cours de Civilisation Francaise
Citibank January 2010 - Present
Barclays Wealth September 2007 - December 2009
Atlas One Financial Group, LLC August 2006 - September 2007
Bank of America - Private Bank June 2002 - August 2006
Northern Trust November 1997 - June 2002
Merrill Lynch May 1992 - March 1997
Xerox de Mexico 1982 - 1986
Skills
Portfolio Management, Fixed Income, Alternative Investments, Investment Strategies, Asset Allocation, Wealth Management, Equities, Estate Planning, Investments, Strategic Financial...
Education
The University of Dallas 1981 — 1982
MBA, International Business
Central College 1977 — 1981
B.A., Business & French
Université Paris-Sorbonne 1979 — 1980
Diplome Annuel, Cours de Civilisation Francaise
Corey Byrd's Bank of America Private Bank Experience June 2002 - March 2005
Job Account Executive at istation
Industry Education Management
Experience
istation December 2012 - Present
Thinking Maps, Inc. March 2005 - December 2012
Bank of America Private Bank June 2002 - March 2005
Skills
Sales, Leadership, Coaching, Public Speaking, Salesforce.com, Account Management, Staff Development, K-12, Solution Selling, Educational Consulting, Sales Process, New Business Development, Enterprise Software, Sales Management, Asset Managment, Direct Sales, Teacher Training, Cold Calling, Sales Presentations, Selling, Lead Generation
Education
Campbell University 1997 — 2002
BBA, MBA, Trust and Wealth Management
istation December 2012 - Present
Thinking Maps, Inc. March 2005 - December 2012
Bank of America Private Bank June 2002 - March 2005
Skills
Sales, Leadership, Coaching, Public Speaking, Salesforce.com, Account Management, Staff Development, K-12, Solution Selling, Educational Consulting, Sales Process, New Business Development, Enterprise Software, Sales Management, Asset Managment, Direct Sales, Teacher Training, Cold Calling, Sales Presentations, Selling, Lead Generation
Education
Campbell University 1997 — 2002
BBA, MBA, Trust and Wealth Management
James Kincaid's Bank of America Private Bank Experience 1993 - 2003
Job Born April 27, 1969 : deceased March 15, 2015
Industry Investment Management
Experience
FirsTrust February 2015 - March 2015
Kincaid Family Investors, LLC January 2006 - January 2015
IronStone Bank January 2010 - January 2013
Fifth Third Bank March 2005 - November 2011
NBC/Suntrust August 2003 - March 2005
Bank of America Private Bank 1993 - 2003
Skills
Series 7, Series 24, Accredit Wealth..., Wealth Management, Portfolio Management, Investments, Banking
Education
Kennesaw State University 1997 — 1999
MBA, Finance
University of Georgia - Terry College of Business 1988 — 1992
BBA, Finance
FirsTrust February 2015 - March 2015
Kincaid Family Investors, LLC January 2006 - January 2015
IronStone Bank January 2010 - January 2013
Fifth Third Bank March 2005 - November 2011
NBC/Suntrust August 2003 - March 2005
Bank of America Private Bank 1993 - 2003
Skills
Series 7, Series 24, Accredit Wealth..., Wealth Management, Portfolio Management, Investments, Banking
Education
Kennesaw State University 1997 — 1999
MBA, Finance
University of Georgia - Terry College of Business 1988 — 1992
BBA, Finance
Colin Stokes's Bank of America Private Bank Experience 2002 - 2004
Job Vice President, Commercial Lender at The National Bank of Georgia
Industry Banking
Experience
The National Bank of Georgia April 2011 - Present
First American Bank and Trust Company October 2004 - April 2011
Bank of America-Private Bank 2002 - 2004
Skills
Commercial Lending, Commercial Real Estate, Loans, Commercial Banking, Finance, Underwriting, Banking, Financial Analysis, Lines Of Credit, Risk Management, Credit, Portfolio Management, Strategic Planning, Public Speaking, Sales Management, Small Business Lending, Credit Risk, Investments, Credit Analysis
Education
University of Georgia - Terry College of Business 1994 — 1998
BBA
The National Bank of Georgia April 2011 - Present
First American Bank and Trust Company October 2004 - April 2011
Bank of America-Private Bank 2002 - 2004
Skills
Commercial Lending, Commercial Real Estate, Loans, Commercial Banking, Finance, Underwriting, Banking, Financial Analysis, Lines Of Credit, Risk Management, Credit, Portfolio Management, Strategic Planning, Public Speaking, Sales Management, Small Business Lending, Credit Risk, Investments, Credit Analysis
Education
University of Georgia - Terry College of Business 1994 — 1998
BBA
Cindy Milnes's Bank of America Private Bank Experience February 2002 - March 2003
Job Revenue Accountant at Lewis Energy Group
Industry Oil & Energy
Experience
Lewis Energy Group July 2012 - Present
J-W Energy Company January 2012 - August 2012
Thompson Petroleum November 2010 - January 2012
EXCO Resources, Inc December 2007 - October 2009
Comstock Resources July 2003 - November 2007
Bank of America Private Bank February 2002 - March 2003
Belco Energy Corporation November 1998 - February 2002
National Energy Group, Inc January 1997 - November 1998
Hun Oil Company 1995 - 1997
Devon Energy Corporation 1976 - 1995
Skills
Natural Gas, Accounting, Petroleum, Gas, Excalibur, Accruals, Pipelines, Enertia, Analysis, Tax, Oil/Gas, Energy Industry, Upstream, Oil & Gas Industry, Due Diligence, Energy, Account Reconciliation, Commodity Markets, Midstream, Contract Management, Oilfield, Onshore, General Ledger, Drilling, Variance Analysis, Energy Markets, BOLO, Downstream Oil & Gas, US GAAP, OGSYS, Supervisory Skills, Oil, Accounts Payable, Oil & Gas
Education
OKC Community College 1992 — 1995
Business Administration
Rose State College 1977 — 1983
Accounting
Rose State College 1976 — 1980
Accounting and General Education
Lewis Energy Group July 2012 - Present
J-W Energy Company January 2012 - August 2012
Thompson Petroleum November 2010 - January 2012
EXCO Resources, Inc December 2007 - October 2009
Comstock Resources July 2003 - November 2007
Bank of America Private Bank February 2002 - March 2003
Belco Energy Corporation November 1998 - February 2002
National Energy Group, Inc January 1997 - November 1998
Hun Oil Company 1995 - 1997
Devon Energy Corporation 1976 - 1995
Skills
Natural Gas, Accounting, Petroleum, Gas, Excalibur, Accruals, Pipelines, Enertia, Analysis, Tax, Oil/Gas, Energy Industry, Upstream, Oil & Gas Industry, Due Diligence, Energy, Account Reconciliation, Commodity Markets, Midstream, Contract Management, Oilfield, Onshore, General Ledger, Drilling, Variance Analysis, Energy Markets, BOLO, Downstream Oil & Gas, US GAAP, OGSYS, Supervisory Skills, Oil, Accounts Payable, Oil & Gas
Education
OKC Community College 1992 — 1995
Business Administration
Rose State College 1977 — 1983
Accounting
Rose State College 1976 — 1980
Accounting and General Education
Janelle Sherfy Straszheim's Bank of America Private Bank Experience January 2000 - December 2001
Job Chief Fiduciary Officer/Associate Counsel for Trust at Sandy Spring Bank
Industry Banking
Experience
Sandy Spring Bank January 2002 - Present
Bank of America Private Bank January 2000 - December 2001
McKenna Long & Aldridge LLP January 1998 - December 2000
Skills
Wealth Management, Estate Planning, High Net Worth..., Asset Managment
Education
Georgetown University Law Center
Juris Doctor
Sweet Briar College
Bachelor of Arts - Political Science
Sandy Spring Bank January 2002 - Present
Bank of America Private Bank January 2000 - December 2001
McKenna Long & Aldridge LLP January 1998 - December 2000
Skills
Wealth Management, Estate Planning, High Net Worth..., Asset Managment
Education
Georgetown University Law Center
Juris Doctor
Sweet Briar College
Bachelor of Arts - Political Science
Louis Wilcox's Bank of America Private Bank Experience January 1998 - January 2001
Job Director of Trust at USAA
Industry Banking
Experience
USAA November 2011 - Present
Wilcox Advisors February 2009 - December 2011
US Trust at Bank of America Private Wealth Management January 2001 - January 2009
Bank of America Private Bank January 1998 - January 2001
Bank of America Private Bank January 1991 - January 1998
Bank of America Private Bank January 1990 - January 1991
CITIZENS AND SOUTHERN TRUST COMPANY January 1985 - January 1990
Skills
Wealth Management, Strategic Financial..., Risk Management, Series 7, Estate Planning, Leadership, Management, Asset Managment, Banking, Financial Services, Business Strategy, Recruiting, Wealth, Asset Management
Education
National Trust School
Georgia State University
MBA
Southern Trust School
The University of Georgia 1979 — 1983
BS, Economics
Darlington High School 1975 — 1979
USAA November 2011 - Present
Wilcox Advisors February 2009 - December 2011
US Trust at Bank of America Private Wealth Management January 2001 - January 2009
Bank of America Private Bank January 1998 - January 2001
Bank of America Private Bank January 1991 - January 1998
Bank of America Private Bank January 1990 - January 1991
CITIZENS AND SOUTHERN TRUST COMPANY January 1985 - January 1990
Skills
Wealth Management, Strategic Financial..., Risk Management, Series 7, Estate Planning, Leadership, Management, Asset Managment, Banking, Financial Services, Business Strategy, Recruiting, Wealth, Asset Management
Education
National Trust School
Georgia State University
MBA
Southern Trust School
The University of Georgia 1979 — 1983
BS, Economics
Darlington High School 1975 — 1979
Troy Kozak's Bank of America Private Bank Experience July 2005 - July 2007
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Wealth Management January 2011 - Present
Frazier & Deeter, LLC September 2008 - September 2009
Deloitte Tax, LLP July 2007 - September 2008
Bank of America Private Bank July 2005 - July 2007
Wachovia Bank, N.A. September 2000 - July 2005
Wachovia Bank, N.A. August 1998 - September 2000
Skills
Estate Planning, Wealth Management, Estate Tax Planning, Tax, Banking, Accounting, High Net Worth..., Strategic Financial..., Financial Analysis, Financial Planners, Leadership, Investments
Education
Rollins College 1980 — 1984
Bachelor of Arts, Business Administration/Economics
Emory University School of Law
Juris Doctorate
Wells Fargo Wealth Management January 2011 - Present
Frazier & Deeter, LLC September 2008 - September 2009
Deloitte Tax, LLP July 2007 - September 2008
Bank of America Private Bank July 2005 - July 2007
Wachovia Bank, N.A. September 2000 - July 2005
Wachovia Bank, N.A. August 1998 - September 2000
Skills
Estate Planning, Wealth Management, Estate Tax Planning, Tax, Banking, Accounting, High Net Worth..., Strategic Financial..., Financial Analysis, Financial Planners, Leadership, Investments
Education
Rollins College 1980 — 1984
Bachelor of Arts, Business Administration/Economics
Emory University School of Law
Juris Doctorate
robert corker's Bank of America Private Bank Experience November 2002 - March 2009
Job Wealth Advisor at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2009 - Present
Bank of America Private Bank November 2002 - March 2009
US Trust March 1996 - July 2002
Republic National Bank July 1992 - February 1996
Chase Bank January 1987 - June 1992
Chase Manhattan Bank 1985 - 1991
Skills
CRM, Wealth, High Net Worth..., Wealth Management, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Credit, Asset Management, Estate Planning, Strategy, Business Development, Leadership, Strategic Planning, Management, Series 7, Sales, New Business Development, Real Estate
Education
Fordham University 1987 — 1989
Master of Business Administration (MBA), Finance and Financial Management Services
Boston College 1979 — 1983
Bachelor of Science Degree, Finance and Marketing
Wells Fargo March 2009 - Present
Bank of America Private Bank November 2002 - March 2009
US Trust March 1996 - July 2002
Republic National Bank July 1992 - February 1996
Chase Bank January 1987 - June 1992
Chase Manhattan Bank 1985 - 1991
Skills
CRM, Wealth, High Net Worth..., Wealth Management, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Credit, Asset Management, Estate Planning, Strategy, Business Development, Leadership, Strategic Planning, Management, Series 7, Sales, New Business Development, Real Estate
Education
Fordham University 1987 — 1989
Master of Business Administration (MBA), Finance and Financial Management Services
Boston College 1979 — 1983
Bachelor of Science Degree, Finance and Marketing
Zach Bench's Bank of America Private Bank Experience June 2007 - October 2007
Job Associate at Shearman & Sterling LLP
Industry Law Practice
Experience
Shearman & Sterling LLP October 2013 - Present
United States Senate 2011 - 2011
Kinetic Books April 2010 - August 2010
Peace Corps Guinea 2007 - 2009
Bank of America Private Bank June 2007 - October 2007
Skills
Legal Research, Legal Writing, Westlaw, Litigation, International Law, Public Policy, Research, Strategic Communications, International..., Management, Human Rights, Leadership
Education
Georgetown University Law Center 2010 — 2013
J.D.
The George Washington University 2003 — 2007
B.A., Philosophy, Economics
Shearman & Sterling LLP October 2013 - Present
United States Senate 2011 - 2011
Kinetic Books April 2010 - August 2010
Peace Corps Guinea 2007 - 2009
Bank of America Private Bank June 2007 - October 2007
Skills
Legal Research, Legal Writing, Westlaw, Litigation, International Law, Public Policy, Research, Strategic Communications, International..., Management, Human Rights, Leadership
Education
Georgetown University Law Center 2010 — 2013
J.D.
The George Washington University 2003 — 2007
B.A., Philosophy, Economics
Edward Fink's Bank of America Private Bank Experience March 2002 - October 2006
Job Financial Service Representative at TD Bank
Industry Insurance
Experience
TD Bank September 2010 - Present
Bank of America Private Bank Relationship Center October 2006 - September 2009
Bank of America Private Bank March 2002 - October 2006
Fleet Bank January 2000 - March 2002
Education
Emory University
MBA, marketing major
Northwestern University
Bachelor of Science, Journalism
TD Bank September 2010 - Present
Bank of America Private Bank Relationship Center October 2006 - September 2009
Bank of America Private Bank March 2002 - October 2006
Fleet Bank January 2000 - March 2002
Education
Emory University
MBA, marketing major
Northwestern University
Bachelor of Science, Journalism
Janelle Straszheim's Bank of America Private Bank Experience January 2000 - November 2001
Job Chief Fiduciary Officer & Associate Trust Counsel at Sandy Spring Bank
Industry Investment Management
Experience
Sandy Spring Bank January 2002 - Present
Bank of America Private Bank January 2000 - November 2001
McKenna, Connor & Cuneo January 1998 - December 1999
Price Waterhouse, LLP 1989 - 1991
Ginsburg, Feldman & Bress, LLP 1982 - 1989
Lee, Toomey & Kent 1981 - 1982
Danzansky, Dickey, Tydings, Quint & Gordon 1979 - 1981
Education
Georgetown University Law Center
Juris Doctor, Tax
Georgtown Law Center -- LLM program
LLM -- coursework towards, Tax
Sandy Spring Bank January 2002 - Present
Bank of America Private Bank January 2000 - November 2001
McKenna, Connor & Cuneo January 1998 - December 1999
Price Waterhouse, LLP 1989 - 1991
Ginsburg, Feldman & Bress, LLP 1982 - 1989
Lee, Toomey & Kent 1981 - 1982
Danzansky, Dickey, Tydings, Quint & Gordon 1979 - 1981
Education
Georgetown University Law Center
Juris Doctor, Tax
Georgtown Law Center -- LLM program
LLM -- coursework towards, Tax
Andrew Hamil's Bank of America Private Bank Experience April 2005 - June 2007
Job Vice President, National Manager, Trust and Estate Consulting Group
Industry Financial Services
Experience
Fidelity Investments• Cultivate and lead a highly effective team of eleven experienced Trust and Est June 2012 - Present
U.S. Trust, Bank of America Private Wealth Management February 2009 - June 2012
U.S. Trust, Bank of America Private Wealth Management June 2007 - February 2009
Bank of America, Private Bank April 2005 - June 2007
Borrelli and Hamil August 2003 - April 2005
Hugo & Pollack June 2001 - June 2003
Skills
Wealth Management..., Trust Management, Litigation, Estate Planning, Asset Management, Asset Allocation, Trusts, Risk Management, Investments, Retirement Planning, Portfolio Management
Education
Suffolk University Law School 2000 — 2003
JD
Old Dominion University
B.A, History
Fidelity Investments• Cultivate and lead a highly effective team of eleven experienced Trust and Est June 2012 - Present
U.S. Trust, Bank of America Private Wealth Management February 2009 - June 2012
U.S. Trust, Bank of America Private Wealth Management June 2007 - February 2009
Bank of America, Private Bank April 2005 - June 2007
Borrelli and Hamil August 2003 - April 2005
Hugo & Pollack June 2001 - June 2003
Skills
Wealth Management..., Trust Management, Litigation, Estate Planning, Asset Management, Asset Allocation, Trusts, Risk Management, Investments, Retirement Planning, Portfolio Management
Education
Suffolk University Law School 2000 — 2003
JD
Old Dominion University
B.A, History
Pam Knight's Bank of America Private Bank Experience January 2000 - November 2004
Job Wealth Strategist
Industry Financial Services
Experience
RBC Wealth Management April 2007 - Present
Bank of America Private Bank January 2000 - November 2004
Montgomery Securities 1998 - 2004
BDO Seidman, LLP 1991 - 1998
Skills
Asset Managment, Strategic Financial..., Hedge Funds, Wealth Management, Consulting, Wealth, Investment Advisory, Wealth Management..., Alternative Investments, Leadership, Equities, Estate Planning, Executive Coaching, Asset Allocation, Small Business, Coaching, Investments, Series 7, Asset Management, Strategic Planning, Entrepreneurship
Education
Golden Gate University 1995 — 1998
Master's, Taxation
California State University-Fullerton
Bachelor's, Accounting
RBC Wealth Management April 2007 - Present
Bank of America Private Bank January 2000 - November 2004
Montgomery Securities 1998 - 2004
BDO Seidman, LLP 1991 - 1998
Skills
Asset Managment, Strategic Financial..., Hedge Funds, Wealth Management, Consulting, Wealth, Investment Advisory, Wealth Management..., Alternative Investments, Leadership, Equities, Estate Planning, Executive Coaching, Asset Allocation, Small Business, Coaching, Investments, Series 7, Asset Management, Strategic Planning, Entrepreneurship
Education
Golden Gate University 1995 — 1998
Master's, Taxation
California State University-Fullerton
Bachelor's, Accounting
Jim Knauf's Bank of America Private Bank Experience 2004 - 2008
Job Former Chief Investment Officer at Steuben Trust Company
Industry Banking
Experience
Steuben Trust Company October 2009 - March 2014
Bank of America Private Bank 2004 - 2008
Education
St. John Fisher College 1961 — 1965
Bachelor's Degree, Economics/Finance
Steuben Trust Company October 2009 - March 2014
Bank of America Private Bank 2004 - 2008
Education
St. John Fisher College 1961 — 1965
Bachelor's Degree, Economics/Finance
David C. Mitchell's Bank of America Private Bank Experience November 1995 - May 1999
Job Corporate Actions| Operations Specialist
Industry Financial Services
Experience
Kayne Anderson Rudnick April 2001 - July 2005
Bank of America Private Bank November 1995 - May 1999
Skills
Financial Services, Securities, Security Clearance, Back Office, capital..., Fixed Assets, Dividends, Corporate Actions, Capital
Education
Pace University - Lubin School of Business
Business/Commerce, General
Kayne Anderson Rudnick April 2001 - July 2005
Bank of America Private Bank November 1995 - May 1999
Skills
Financial Services, Securities, Security Clearance, Back Office, capital..., Fixed Assets, Dividends, Corporate Actions, Capital
Education
Pace University - Lubin School of Business
Business/Commerce, General
Nicole Soares's Bank of America Private Bank Experience June 2005 - November 2006
Job AML Team Leader at Citizens Financial Group
Industry Banking
Experience
Citizens Bank August 2012 - Present
Bank of America January 2007 - April 2012
BANK OF AMERICA PRIVATE BANK June 2005 - November 2006
BANK OF AMERICA PRIVATE BANK January 2004 - January 2005
Skills
Banking, Risk Management, AML, Loans, Financial Risk, Credit, Commercial Banking, Mortgage Lending, Retail Banking, Relationship Management, Wealth Management, Operational Risk, Operational Risk..., Due Diligence
Education
Boston University
Bachelor of Science (BS)
CANNON FINANCIAL INSTITUTE
Citizens Bank August 2012 - Present
Bank of America January 2007 - April 2012
BANK OF AMERICA PRIVATE BANK June 2005 - November 2006
BANK OF AMERICA PRIVATE BANK January 2004 - January 2005
Skills
Banking, Risk Management, AML, Loans, Financial Risk, Credit, Commercial Banking, Mortgage Lending, Retail Banking, Relationship Management, Wealth Management, Operational Risk, Operational Risk..., Due Diligence
Education
Boston University
Bachelor of Science (BS)
CANNON FINANCIAL INSTITUTE
Margery Royer's Bank of America Private Bank Experience January 1985 - September 2007
Job Receptionist of new Project Based Learning School at Heritage Oaks Middle School
Industry Education Management
Experience
Heritage Oaks Middle School August 2012 - Present
Bank of America Private Bank January 1985 - September 2007
Houston National Bank, Interfirst Bank, NCNB and NationsBankNCNB January 1978 - January 1978
Skills
Teaching, Technical Writing, Banking, Event Management, Volunteer Management, E-Learning, Microsoft Office, PowerPoint, Public Policy, Politics
Education
Berkeley High School 1948 — 1951
University of California, Berkeley
Heritage Oaks Middle School August 2012 - Present
Bank of America Private Bank January 1985 - September 2007
Houston National Bank, Interfirst Bank, NCNB and NationsBankNCNB January 1978 - January 1978
Skills
Teaching, Technical Writing, Banking, Event Management, Volunteer Management, E-Learning, Microsoft Office, PowerPoint, Public Policy, Politics
Education
Berkeley High School 1948 — 1951
University of California, Berkeley
David R Ajemian's Bank of America Private Bank Experience 1999 - 2002
Job Managing Director at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank July 2002 - Present
Bank of America Private Bank 1999 - 2002
PwC 1996 - 1999
PwC 1996 - 1999
Security Pacific Bank 1984 - 1994
Skills
Financial Advisory, Banking, Capital Markets, Finance, Investment Management, Alternative Investments, Private Equity, Private Equity Firms, Real Estate Lending, Foreign Exchange, Wealth Management
Education
Southwestern University School of Law 1991 — 1994
Doctor of Law (JD)
USC Marshall School of Business 1986 — 1988
Master of Business Administration (MBA), Finance & Investments
Citi Private Bank July 2002 - Present
Bank of America Private Bank 1999 - 2002
PwC 1996 - 1999
PwC 1996 - 1999
Security Pacific Bank 1984 - 1994
Skills
Financial Advisory, Banking, Capital Markets, Finance, Investment Management, Alternative Investments, Private Equity, Private Equity Firms, Real Estate Lending, Foreign Exchange, Wealth Management
Education
Southwestern University School of Law 1991 — 1994
Doctor of Law (JD)
USC Marshall School of Business 1986 — 1988
Master of Business Administration (MBA), Finance & Investments