Bank of America/Columbia Management

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Bank of America/Columbia Management Employees

Employee
Years
Job
Industry
Peter Mulhall Peter Mulhall Greater Boston Area Details
Peter Mulhall's Bank of America/Columbia Management Experience February 2006 - April 2012
Job Trade Operations Team Manager at Bank of America
Industry Financial Services
Experience
Bank of America/Columbia Management   February 2006 - April 2012
Bank of America/Columbia Management   April 2005 - February 2006
Banc of America Investments, Inc   July 2002 - April 2005

Skills
Fixed Income, Banking, Credit, Bloomberg, Equities, Derivatives, Portfolio Management, Relationship Management, Mutual Funds, Risk Management, Asset Managment, Financial Modeling, Investments, Settlement

Education
University of Virginia   1998 — 2001
Bachelor of Arts (BA), Economics with a concentration in Financial Economics

University of Maine   1997 — 1998

Tony Nichols Tony Nichols Portland, Oregon Area Details
Tony Nichols's Bank of America/Columbia Management Experience 1998 - 2003
Job Regional Sales Manager at Bridgewell Resources LLC
Industry Financial Services
Experience
Bridgewell Resources LLC  March 2013 - Present
FocusPoint Solutions  January 2009 - March 2013
FocusPoint Solutions  May 2006 - January 2009
Datalynx/Fiserv Trust Company   July 2004 - May 2006
Columbia Management Group  November 1996 - October 2003
Bank of America/Columbia Management   1998 - 2003
Crabbe Huson Funds   1996 - 1998

Skills
Management

Education
Kansas State University
Bachelor of Applied Science (BASc), Economics

The University of Kansas

Bryan Berry Bryan Berry Greater Boston Area Details
Bryan Berry's Bank of America/Columbia Management Experience August 2009 - April 2012
Job Manager Portfolio Accounting and Reconciliation at Ascensus College Savings
Industry Investment Management
Experience
Ascensus College Savings  December 2013 - Present
Olmstead Associates  November 2012 - August 2013
BANK OF AMERICA/COLUMBIA MANAGEMENT   August 2009 - April 2012
BANK OF AMERICA/COLUMBIA MANAGEMENT   September 2008 - August 2009
BANK OF AMERICA/COLUMBIA MANAGEMENT   September 2006 - September 2008
State Street Bank  August 2005 - September 2006
State Street Bank  September 2003 - August 2005
State Street Bank  October 2000 - September 2003
State Street Bank  May 1998 - October 2000
DebSan Decorating, Inc.   March 1996 - May 1998

Skills
Securities, Mutual Funds, Bloomberg, Fixed Income, Equities, Investments, Asset Managment, Finance, Financial Services, Access, Settlements, Crystal Reports, Customer Relations, Middle Office, Asset Management, Client Service, Corporate Actions, Back Office, Reconciliation, Business Analysis, Funding, Settlement, Investment Banking, Process Improvement, Problem Solving, project management, Fund Of Funds, Fund Accounting, Securities Lending, Investment Management, Trading, 529 Plans

Education
Ashford University   2009 — 2010
BA, Business Administaration

Massasoit Community College   1999 — 2003
AA, Business

Clark University
certificate, IT

abington high school

Jeff Cotton Jeff Cotton Greater Philadelphia Area Details
Jeff Cotton's Bank of America/Columbia Management Experience June 2006 - June 2009
Job Head of Compliance Americas at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management  September 2010 - Present
Old Mutual Asset Management  June 2009 - September 2010
Bank of America/Columbia Management   June 2006 - June 2009
Bank of America  June 2006 - June 2009
Davenport & Company LLC  2003 - 2006
FINRA  2000 - 2003
NASD  2000 - 2003

Education
Assumption College   1995 — 1999
BA, Economics

Jill Kacich Jill Kacich Greater Boston Area Details
Jill Kacich's Bank of America/Columbia Management Experience 2000 - 2006
Job Compliance Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management  Senior Compliance ManagerColumbia Management2000 - 2007
Bank of America  2000 - 2007
Bank of America/Columbia Management   2000 - 2006
Bank of America Capital Management  2000 - 2006
Conning Asset Management  1999 - 2001

Education
University of Missouri-Columbia, College of Business   1989 — 1993

Alex Oleksy Alex Oleksy Charlotte, North Carolina Area Details
Alex Oleksy's Bank of America/Columbia Management Experience July 2004 - Present
Job AVP; GWIM Sr Team Operations Mgr at Bank of America/Columbia Management
Industry Banking
Experience
Bank of America/Columbia Management   July 2004 - Present
Waddell and Reed  August 2002 - April 2003
Merrill Lynch  January 2000 - December 2000
Goldman Sachs  January 1999 - December 1999

Skills
Portfolio Management, Investments, Bloomberg, Management, Strategy, Analysis, Marketing, Trading, Trading Systems, Banking, Sales, Human Resources, Equities, Fixed Income, Finance, Risk Management, Training, Asset Allocation, Asset Management

Education
University of North Carolina at Charlotte
Finance

Nancy LeDonne Nancy LeDonne Charlotte, North Carolina Area Details
Nancy LeDonne's Bank of America/Columbia Management Experience July 2003 - April 2010
Job Vice President and Group Counsel
Industry Investment Management
Experience
Ameriprise Financial  May 2010 - Present
Bank of America/Columbia Management   July 2003 - April 2010
Citigroup (Smith Barney) Asset Management   1993 - 2003

Skills
Securities, Mutual Funds, Investments, Alternative Investments, Hedge Funds, Financial Services, Equities, Fixed Income, Risk Management

Education
The Catholic University of America, Columbus School of Law   1982 — 1986
JD, Law

Duke University   1975 — 1979
AB, Russian Area Studies and History

Tinese Morgan Tinese Morgan Malden, Massachusetts Details
Tinese Morgan's Bank of America/Columbia Management Experience August 2005 - August 2007
Job Public Administrator
Industry Public Policy
Experience
Adecco Group  September 2011 - February 2012
Michael Page  2008 - 2008
Bank of America/Columbia Management   August 2005 - August 2007
Manpower/Bank of America   January 2005 - August 2005

Skills
MS Office Suite 2007:...

Education
Suffolk University   2001 — 2003
Masters, Public Administration

Jennifer Beauchemin Jennifer Beauchemin Portland, Oregon Area Details
Jennifer Beauchemin's Bank of America/Columbia Management Experience April 1996 - October 2005
Job Financial Marketing Project Manager/Writer
Industry Marketing and Advertising
Experience
Self Employed Freelance Work  April 1996 - Present
Bank of America Merrill Lynch  May 2006 - July 2013
Bank of America/Columbia Management   April 1996 - October 2005
Laughlin Group of Companies   July 1995 - April 1996
O'Neil/Beriault Public Relations   December 1993 - July 1995

Skills
Marketing Strategy, Marketing Communications, Email Marketing, Writing, Website Development, Supervisory Experience, Newsletter Production, Event Planning, Print Production Process, Project Management, Collateral Management, Public Relations, Non-profit Boards, Social Media, Multi-media Marketing..., Integrated Marketing, Retirement, Internal Communications, Direct Marketing, Content Strategy, Copywriting, Investments

Education
Linfield College   1989 — 1993
Bachelor of Arts, Business and English