2. GOLDSeries Overview
• During the later part of 2012, 18 rotation
program participants came together to
launch the GOLDSeries in three sites: Los
Angeles, Phoenix and Dallas.
• GOLDSeries encourages Bank of America
rotation program participants to “grow,
observe, learn, develop and succeed”
while aiming to connect program
participants across all programs, in all US
sites, through quarterly leadership
development speaker series and
networking events.
• The vision of the series is to create a
sense of community in heavily populated
Bank of America sites, build an
organization that allows participant to
network as they rotate from city to city and
promote knowledge sharing across
different programs.
Grow Observe Learn Develop Succeed
Greater Los Angeles
Andrew Chang
Hailey Denenberg
Shawn Do
Stephanie Lang
Gaming Li
Karen Machniak
Jeff Mei
Jacob Rivkin
Anthony Robinette
Greater Phoenix
Area
Guillaume Azurdia
Sheetal Patel
Lisa Yan
Dallas Fort Worth
Metroplex
Amy Hutcheson
Janelle James
Colin Moynahan
Cindy Tang
Central Team*
David Buffie
Stephanie Lang
Caitlin Nothwehr
Anthony Robinette
Shawn Do
Karen Machniak
*The Central Team provides support to the regional
teams in the form of event planning and logistical
assistance.
3. GOLDSeries
Los Angeles Event: Catching Financial Tailwinds
Karim Khan, SVP Trade
Operations
Event Details
• On 10/12/12, 16 participants from 6 rotations programs, gathered in
Downtown Los Angeles for a presentation by senior leader, Karim
Khan, a personal finance presentation by Merrill Lynch and a
networking lunch. Karim Khan discussed the bank’s international
trade and supply trade finance operations and Merrill Lynch
associates discussed strategies for a healthy financial life.
• The following programs were represented at the session: CAAP,
FMAP, GCB, GCB MBA, OMAP, and OMBA.
Event Highlights
• “It was a great experience to learn more about one
of the many facets that make this company run
successfully. Usually, we only get the tip of the
iceberg and are left wondering about all the details
and specifics of a particular job function. Karim’s
presentation allowed for a thorough understanding
of the trade operations business, which will
undoubtedly allow me to do my job better as well. If I
understand what the person to the left and to the
right of me are doing, I can understand my place
that much better. It was a great presentation.” -
Jacob Rivkin, Corporate Audit Analyst Program ’12.
• After the Merrill Lynch presentation, approximately
half of the event attendees set up retirement
accounts or updated retirement contribution
amounts.
Spencer Taylor, Financial
Solutions Advisor
Elton
Kwok and
Andrew
Chang
learning
how to
catch
financial
tailwinds.
4. GOLDSeries
Phoenix Q4 Event
Alumni Speed Networking
Event Details
• On 11/5/12, 14 participants and rotation program alumni gathered in Phoenix,
AZ for a presentation by state president, Benito Almanza, a personal finance
presentation by Merrill Edge Financial Advisor, Brian Harris, and an alumni
speed networking event. Benito Almanza presented updates on the Arizona
market and community and Brian Harris discussed the importance of
budgeting, investing and retirement savings.
• The following programs were represented at the session: CLDP, GCB, OMAP
and OMBA.
Event Highlights
• In addition to sharing some of the key impacts that
the Bank has had on the AZ community, Benito
Almanza presented updates on the market, with
Phoenix being the fourth largest B of A market in the
country. Benito also shared his experiences from his
over 35-year history with the company.
• Brian Harris from Merrill Edge shared best
demonstrated practices about ways to prevent debt,
how to invest wisely, and ways to save for
retirement. An interactive Q&A session on finance
followed his segment.
• We hosted a speed networking event with 6 alumni
working in the Phoenix metro area that have
graduated from various rotational programs.
Participants used this opportunity to meet and
network with alumni.
Brian Harris, Merrill Edge
Financial Advisor
Participants gather for lunch before the
event begins.
5. GOLDSeries
Dallas Q4 Event
Event Highlights
• Sean Tobias, Central Region Credit Risk Executive, shared
about his diverse career path and offered rotation program
participants advice for success at Bank of America.
• Joel Marius, Merrill Lynch Financial Solutions Advisor, spoke
to the group about the importance of financial responsibility.
• Held a speed networking session to “break the ice” and allow
participants to get to know each other and learn more about
the other Campus Talent programs.
Photos and Memorable Quotes
Participation
• On 12/6/12, the first Dallas GOLDSeries event was held at
the Bank of America Plaza building in Dallas, Texas, where
18 participants attended:
• 8 CAAP participants
• 4 OMAP participants
• 4 GCB Credit participants
• 2 TAP participants
• All participants who completed the post-event survey stated
they found value in the session.
“GOLDSeries is the missing link
in the Campus Talent
organization ”
-GOLDSeries participant
Participants listen to Joel Marius (left)
and participate in an engaging speed
networking session (above).
6. Appendix: Rotation Program Acronym List
Rotation Program Acronym List
Program Accronym Program Name
CAAP Corporate Audit Analyst Program
CLDP
Consumer Leadership Development Program (also known as the Retail Bank MBA
Program)
FMAP Finance Management Associate Program
GCB Global Commercial Banking Analyst Program
GCB MBA Global Commercial Banking MBA Program
OMAP Operations Management Analyst Program
OMBA Operations MBA Program
TAP Technology Analyst Program
