Business Administration, Business Management, Accounting
Skills
Cfo and Financial Control Activities • Product Profitability • Business Profitability • Regulatory Capital • Financial Analysis • Financial Reporting • Diversity and Inclusion
Bank of America
Managing Director, Chief Financial Officer - Staff Functions
Bank of America Merrill Lynch Feb 2017 - Jun 2018
Managing Director, Merrill Lynch Wealth Management Chief Financial Officer
Bank of America Feb 2017 - Jun 2018
Managing Director
Bank of America Nov 2013 - Jun 2015
Cfo, Gwim Banking
Bank of America Feb 2010 - Nov 2013
Financial Controller, Global Technology and Operations
Education:
University of North Carolina at Chapel Hill 1993 - 1997
Masters, Bachelors, Bachelor of Science, Business Administration, Business Management, Accounting
Skills:
Cfo and Financial Control Activities Product Profitability Business Profitability Regulatory Capital Financial Analysis Financial Reporting Diversity and Inclusion
Certifications:
Series 99 Operations Professional Financial Industry Regulatory Authority (Finra)