COLUMBIA MANAGEMENT - BANK OF AMERICA
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COLUMBIA MANAGEMENT - BANK OF AMERICA Employees
Employee
Years
Job
Industry
Jennifer Dorsey Jennifer Dorsey's COLUMBIA MANAGEMENT - BANK OF AMERICA Experience April 2004 - November 2004
Job REALTOR® and Accredited Staging Professional® at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage March 2014 - Present
Dorsey Household July 2007 - March 2014
Harvard Vanguard Medical Associates May 2005 - June 2007
Columbia Management, Bank of America April 2004 - November 2004
Columbia Management, FleetBoston Financial February 2001 - April 2004
Columbia Management, Liberty Funds August 2000 - February 2001
Heartland Advisors, Inc. January 2000 - August 2000
Funds Distributor, Inc. December 1997 - December 1999
Funds Distributor, Inc. November 1996 - December 1997
The New England January 1995 - November 1996
Skills
Marketing, Public Relations, Strategy, CRM, Leadership, Project Management, Management, Integrated Marketing, Creative Direction, Marketing Communications, Marketing Strategy, Social Media Marketing, Email Marketing, Product Marketing, E-commerce, Sales
Education
Emerson College 1994 — 1996
Master of Arts, Communication Studies
Bryant College 1988 — 1992
Bachelor of Science in Business Administration, Marketing
Coldwell Banker Residential Brokerage March 2014 - Present
Dorsey Household July 2007 - March 2014
Harvard Vanguard Medical Associates May 2005 - June 2007
Columbia Management, Bank of America April 2004 - November 2004
Columbia Management, FleetBoston Financial February 2001 - April 2004
Columbia Management, Liberty Funds August 2000 - February 2001
Heartland Advisors, Inc. January 2000 - August 2000
Funds Distributor, Inc. December 1997 - December 1999
Funds Distributor, Inc. November 1996 - December 1997
The New England January 1995 - November 1996
Skills
Marketing, Public Relations, Strategy, CRM, Leadership, Project Management, Management, Integrated Marketing, Creative Direction, Marketing Communications, Marketing Strategy, Social Media Marketing, Email Marketing, Product Marketing, E-commerce, Sales
Education
Emerson College 1994 — 1996
Master of Arts, Communication Studies
Bryant College 1988 — 1992
Bachelor of Science in Business Administration, Marketing
Angelia Corley-Teague Angelia Corley-Teague's COLUMBIA MANAGEMENT - BANK OF AMERICA Experience June 2004 - August 2007
Job Financial Consultant
Industry Financial Services
Experience
Seeking employment opportunities - Financial Services,Operations & retirement plan administration November 2014 - Present
Lincoln Trust Co. April 2013 - November 2014
ANB Bank July 2012 - February 2013
Lincoln Trust Company September 2011 - March 2012
Cooney Associates, Inc. January 2011 - April 2011
Oppenheimer Funds, Inc December 2007 - October 2010
Columbia Management - Bank of America June 2004 - August 2007
Joseph Sturniolo & Associates September 2001 - December 2003
Charles Schwab - contracted through Ajilion Financial March 2000 - July 2000
Cyprus Amax Minerals - contracted through Arthur Anderson September 1999 - February 2000
Skills
IRA's, Roth IRA, Mutual Funds, Call Center, Inbound, Client Services, Annuities, SEP, Retirement Planning, 401k Rollovers, Stocks, 529 Plans, Pensions, Wealth Accumulation, Term Life Insurance, Deferred Compensation, Insurance Planning, Universal Life, Employee Benefits, Whole Life, Investments, Bonds, Customer Service, Asset Allocation, Health Insurance, Wealth Transfer, Alternative Investments, Manage Client..., SQL, SAP ERP, Microsoft Excel, Access, Business Process..., Fixed Annuities, Financial Services, IRAs, Retirement, Financial Planners, Call Centers, Wealth, Finance, Securities, Management, 401k
Education
Metropolitan State College of Denver 1998 — 2013
Finance major - Economics minor
Institute of Business and Finance 2006 — 2007
Certified Funds Specialist Designation, Mutual Funds
Community College of Aurora 1996 — 1998
A.A., Business Management
Indiana University Bloomington 1983 — 1987
Merchandising Management
Seeking employment opportunities - Financial Services,Operations & retirement plan administration November 2014 - Present
Lincoln Trust Co. April 2013 - November 2014
ANB Bank July 2012 - February 2013
Lincoln Trust Company September 2011 - March 2012
Cooney Associates, Inc. January 2011 - April 2011
Oppenheimer Funds, Inc December 2007 - October 2010
Columbia Management - Bank of America June 2004 - August 2007
Joseph Sturniolo & Associates September 2001 - December 2003
Charles Schwab - contracted through Ajilion Financial March 2000 - July 2000
Cyprus Amax Minerals - contracted through Arthur Anderson September 1999 - February 2000
Skills
IRA's, Roth IRA, Mutual Funds, Call Center, Inbound, Client Services, Annuities, SEP, Retirement Planning, 401k Rollovers, Stocks, 529 Plans, Pensions, Wealth Accumulation, Term Life Insurance, Deferred Compensation, Insurance Planning, Universal Life, Employee Benefits, Whole Life, Investments, Bonds, Customer Service, Asset Allocation, Health Insurance, Wealth Transfer, Alternative Investments, Manage Client..., SQL, SAP ERP, Microsoft Excel, Access, Business Process..., Fixed Annuities, Financial Services, IRAs, Retirement, Financial Planners, Call Centers, Wealth, Finance, Securities, Management, 401k
Education
Metropolitan State College of Denver 1998 — 2013
Finance major - Economics minor
Institute of Business and Finance 2006 — 2007
Certified Funds Specialist Designation, Mutual Funds
Community College of Aurora 1996 — 1998
A.A., Business Management
Indiana University Bloomington 1983 — 1987
Merchandising Management
Vanessa Cesario's COLUMBIA MANAGEMENT - BANK OF AMERICA Experience August 2008 - October 2011
Job Sr. Manager, Technology Delivery at Ameriprise Financial Services
Industry Information Technology and Services
Experience
Columbia Management, Ameriprise Financial Services October 2011 - March 2013
Columbia Management, Bank of America August 2008 - October 2011
Columbia Management, Bank of America June 2007 - August 2008
Columbia Management, Bank of America September 2004 - June 2007
Fleet Boston Financial December 2000 - August 2004
Skills
Fixed Income, Equities, Investments, Vendor Management, Process Improvement, Technology..., Project Portfolio..., Management, Risk Management, Business Analysis, Access, Capital Markets, Software Development, SDLC, Bloomberg
Education
Bridgewater State College 2002 — 2008
Masters, Technology Management
Bridgewater State University 1996 — 2000
Bacherlor of Science, Management Information Systems
Columbia Management, Ameriprise Financial Services October 2011 - March 2013
Columbia Management, Bank of America August 2008 - October 2011
Columbia Management, Bank of America June 2007 - August 2008
Columbia Management, Bank of America September 2004 - June 2007
Fleet Boston Financial December 2000 - August 2004
Skills
Fixed Income, Equities, Investments, Vendor Management, Process Improvement, Technology..., Project Portfolio..., Management, Risk Management, Business Analysis, Access, Capital Markets, Software Development, SDLC, Bloomberg
Education
Bridgewater State College 2002 — 2008
Masters, Technology Management
Bridgewater State University 1996 — 2000
Bacherlor of Science, Management Information Systems
Rebecca Loveys's COLUMBIA MANAGEMENT - BANK OF AMERICA Experience 2007 - 2008
Job Account Representative at Massachusetts Technology Corporation
Industry Internet
Experience
Massachusetts Technology Corporation July 2011 - Present
Seaport Graphics January 2010 - June 2011
Enhance A Colour March 2010 - January 2011
Zipline Creative March 2009 - March 2010
BBK Worldwide 2009 - 2009
Columbia Management, Bank of America 2007 - 2008
Argosy Publishing May 2006 - June 2007
Cambridge Family YMCA March 2004 - April 2006
Prentice Hall Publishing October 2001 - February 2004
American Board of Examiners in Clinical Social November 1998 - July 2001
Skills
Trade Shows, QuarkXPress, Mac, Graphics, Newsletters, Layout, Desktop Publishing, Trade Show Graphics, Marketing, Creative Direction, Publishing, Books, Publicity, Editing, Art Direction, Integrated Marketing
Education
Emerson College 1993 — 1997
Bachelor of Fine Arts, Writing, Literature; Creative Writing
Andover High School 1989 — 1993
Massachusetts Technology Corporation July 2011 - Present
Seaport Graphics January 2010 - June 2011
Enhance A Colour March 2010 - January 2011
Zipline Creative March 2009 - March 2010
BBK Worldwide 2009 - 2009
Columbia Management, Bank of America 2007 - 2008
Argosy Publishing May 2006 - June 2007
Cambridge Family YMCA March 2004 - April 2006
Prentice Hall Publishing October 2001 - February 2004
American Board of Examiners in Clinical Social November 1998 - July 2001
Skills
Trade Shows, QuarkXPress, Mac, Graphics, Newsletters, Layout, Desktop Publishing, Trade Show Graphics, Marketing, Creative Direction, Publishing, Books, Publicity, Editing, Art Direction, Integrated Marketing
Education
Emerson College 1993 — 1997
Bachelor of Fine Arts, Writing, Literature; Creative Writing
Andover High School 1989 — 1993
Jennifer McGrath Jennifer McGrath's COLUMBIA MANAGEMENT - BANK OF AMERICA Experience 2006 - Present
Job Regional Sales Consultant at Columbia Management
Industry Financial Services
Experience
Columbia Management-Bank of America 2006 - Present
Columbia Management 2006 - 2008
Education
Stonehill College 2002 — 2006
Columbia Management-Bank of America 2006 - Present
Columbia Management 2006 - 2008
Education
Stonehill College 2002 — 2006
Annie (C.) Lai, CFA Annie (C.) Lai, CFA's COLUMBIA MANAGEMENT - BANK OF AMERICA Experience 2002 - 2005
Job Senior Investment Analyst at MT, Inc.
Industry Investment Management
Experience
MT, INC. 2013 - Present
RUDMAN CAPITAL MANAGEMENT 2010 - 2013
MIDSUMMER CAPITAL PARTNERS 2008 - 2010
OPPENHEIMER & CO 2007 - 2008
ORTELIUS CAPITAL PARTNERS 2005 - 2007
COLUMBIA MANAGEMENT - BANK OF AMERICA 2002 - 2005
EMIGRANT CAPITAL June 2001 - August 2001
Education
University of Pennsylvania 1999 — 2002
BA, Economics, Magna Cum Laude, 3.78
University of Chicago 1998 — 1999
3.88
Cherry Hill East 1994 — 1998
Magna Cum Laude
MT, INC. 2013 - Present
RUDMAN CAPITAL MANAGEMENT 2010 - 2013
MIDSUMMER CAPITAL PARTNERS 2008 - 2010
OPPENHEIMER & CO 2007 - 2008
ORTELIUS CAPITAL PARTNERS 2005 - 2007
COLUMBIA MANAGEMENT - BANK OF AMERICA 2002 - 2005
EMIGRANT CAPITAL June 2001 - August 2001
Education
University of Pennsylvania 1999 — 2002
BA, Economics, Magna Cum Laude, 3.78
University of Chicago 1998 — 1999
3.88
Cherry Hill East 1994 — 1998
Magna Cum Laude
James Donaher's COLUMBIA MANAGEMENT - BANK OF AMERICA Experience November 2004 - March 2007
Job Consultant at Citisoft
Industry Financial Services
Experience
Citisoft December 2013 - Present
MoneyMate March 2012 - July 2013
Multifonds September 2007 - March 2012
Columbia Management - Bank of America November 2004 - March 2007
BancBoston Capital - Bank of America February 2002 - November 2004
Skills
Asset Management, Software Documentation, Financial Risk, Budgets, Portfolio Management, Management, Securities, Accounting, Investments, Analysis, Account Reconciliation, Leadership, Financial Modeling, Fund Accounting
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Business Administration (B.B.A.), Finance
University of Massachusetts, Amherst
Bachelors, Finance
Citisoft December 2013 - Present
MoneyMate March 2012 - July 2013
Multifonds September 2007 - March 2012
Columbia Management - Bank of America November 2004 - March 2007
BancBoston Capital - Bank of America February 2002 - November 2004
Skills
Asset Management, Software Documentation, Financial Risk, Budgets, Portfolio Management, Management, Securities, Accounting, Investments, Analysis, Account Reconciliation, Leadership, Financial Modeling, Fund Accounting
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Business Administration (B.B.A.), Finance
University of Massachusetts, Amherst
Bachelors, Finance
David Berger's COLUMBIA MANAGEMENT - BANK OF AMERICA Experience March 2009 - March 2010
Job Managing Director at Bank of America
Industry Financial Services
Experience
Bank of America April 2014 - Present
Merrill Lynch March 2010 - October 2014
Columbia Management, Bank of America March 2009 - March 2010
Merrill Lynch January 2008 - March 2009
Merrill Lynch September 2000 - January 2008
Merrill Lynch February 1998 - September 2000
Merrill Lynch February 1997 - February 1998
Deutsche Bank October 1991 - March 1997
Deutsche Bank AG January 1994 - February 1997
Deutsche Bank AG October 1991 - January 1994
Skills
Banking, Business Strategy, Change Management, Corporate Finance, Credit, Credit Cards, Equities, Executive Management, Finance, Financial Advisory, Financial Services, High Net Worth..., Investment Advisory, Investment Banking, Investments, Leadership, Loan Origination, Management, Marketing, Marketing Strategy, Mergers, Mergers, Mortgage Lending, Portfolio Management, Private Banking, Program Management, Relationship Management, Retirement, Sales, Securities, Selling, Series 7, Strategy, Team Building, Team Leadership, Wealth Management, Wealth Management...
Education
Pace University - Lubin School of Business
MBA, Finance
The George Washington University
BBA, Finance/Investment Management
Bank of America April 2014 - Present
Merrill Lynch March 2010 - October 2014
Columbia Management, Bank of America March 2009 - March 2010
Merrill Lynch January 2008 - March 2009
Merrill Lynch September 2000 - January 2008
Merrill Lynch February 1998 - September 2000
Merrill Lynch February 1997 - February 1998
Deutsche Bank October 1991 - March 1997
Deutsche Bank AG January 1994 - February 1997
Deutsche Bank AG October 1991 - January 1994
Skills
Banking, Business Strategy, Change Management, Corporate Finance, Credit, Credit Cards, Equities, Executive Management, Finance, Financial Advisory, Financial Services, High Net Worth..., Investment Advisory, Investment Banking, Investments, Leadership, Loan Origination, Management, Marketing, Marketing Strategy, Mergers, Mergers, Mortgage Lending, Portfolio Management, Private Banking, Program Management, Relationship Management, Retirement, Sales, Securities, Selling, Series 7, Strategy, Team Building, Team Leadership, Wealth Management, Wealth Management...
Education
Pace University - Lubin School of Business
MBA, Finance
The George Washington University
BBA, Finance/Investment Management
Elizabeth Cohn's COLUMBIA MANAGEMENT - BANK OF AMERICA Experience July 2003 - March 2009
Job Sr. Project Manager, Consumer Customer Experience Business Controls at Bank of America
Industry Marketing and Advertising
Experience
Bank of America July 2012 - Present
Bank of America November 2010 - June 2012
Bank of America March 2009 - November 2010
Columbia Management, Bank of America July 2003 - March 2009
Liberty Funds 2001 - 2008
Skills
Financial Services, Relationship Management, Mutual Funds, Project Management, Vendor Management, Business Analysis, Asset Managment, Strategic Planning, Marketing, Process Improvement, Product Management, Risk Management, Investments, Wealth Management, Analytics, Marketing Strategy, Customer Experience
Education
Lake Forest College 1990 — 1994
Wayland High School 1986 — 1990
Bank of America July 2012 - Present
Bank of America November 2010 - June 2012
Bank of America March 2009 - November 2010
Columbia Management, Bank of America July 2003 - March 2009
Liberty Funds 2001 - 2008
Skills
Financial Services, Relationship Management, Mutual Funds, Project Management, Vendor Management, Business Analysis, Asset Managment, Strategic Planning, Marketing, Process Improvement, Product Management, Risk Management, Investments, Wealth Management, Analytics, Marketing Strategy, Customer Experience
Education
Lake Forest College 1990 — 1994
Wayland High School 1986 — 1990