First Union/Wachovia
Industry: Financial services company
DescriptionWachovia was a diversified financial services company based in Charlotte, North Carolina. Before its acquisition by Wells Fargo and Company in 2008, Wachovia was the fourth-largest bank holding company in the United States, based on total assets. Headquarters: Charlotte, NC Acquisition date: December 31, 2008 Founded: June 16, 1879 Parent organization: Wells Fargo Subsidiaries: Wells Fargo Advisors, Wachovia Service Corp,
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First Union/Wachovia Employees
Hancock Bank September 2011 - Present
Fifth Third Bank November 2007 - September 2011
First Union/Wachovia May 1993 - November 2007
NCNB/NationsBank/Bank of America January 1989 - May 1993
Skills
Loans, Commercial Banking, Commercial Real Estate, Training, Middle Market, Loan Origination, Treasury Management, Consumer Lending, Banking, Commercial Lending, Small Business Lending, Credit, Due Diligence, Underwriting, Credit Analysis, Strategic Financial..., Asset Based Lending, Portfolio Management, Strategic Planning, Mortgage Lending, Commercial Mortgages, Cash Management
Education
University of Florida 1985 — 1988
Bachelors of Science - Business Administration, Finance
Key Property Solutions, Inc January 2014 - Present
Wells Fargo August 2010 - December 2013
Wachovia/Wells Fargo November 2008 - August 2010
First Union/Wachovia November 1997 - November 2008
Skills
Process Improvement, Risk Management, Banking, Project Management, Program Management, Vendor Management, Leadership, Team Building, Customer Service, Business Continuity, Information Security, Real Estate, Foreclosures, Probate, Marketing, Online Marketing, Direct Mail Campaigns, Private Money Investing, Entrepreneur, Management, Risk Assessment, Physical Security, Security, Sales, Entrepreneurship, First Time Home Buyers, Investment Properties, Negotiation
Education
Fortune Builders
Real Estate
Averett University 2002 — 2004
Bachelor of Business Administration (BBA)
Frostburg State University 1989 — 1992
Duke Energy Corporation October 2012 - Present
Wells Fargo 2009 - 2012
First Union/Wachovia 2000 - 2009
Skills
IT Service Management, Project Portfolio..., Strategy, Project Planning, Project Management, Business Analysis, Analysis, PMO, SDLC, Risk Management, Program Management, Infrastructure, Vendor Management, Banking, IT Strategy, Management
Education
Clemson University 1985 — 1989
BS, Finance
Wade Hampton High School 1981 — 1985
Regions Financial Corporation October 2005 - April 2015
First Union/Wachovia 1992 - 2005
NCNB Bank 1989 - 1992
Skills
Banking, Loans, Customer Service, Consumer Lending, Retail Banking, Small Business Lending, Credit, Management, Leadership, Risk Management, Coaching, Team Building, Public Speaking, Insurance, Small Business
Education
University of Florida
Bachelor of Science, Business Administration
TruAcuity February 2012 - Present
AXA Advisors February 2011 - February 2012
Wells Fargo Advisors January 2010 - February 2011
Wells Fargo Private Bank March 2008 - January 2010
Wachovia Bank November 2002 - September 2008
First Union/Wachovia March 1997 - November 2002
Skills
Business Development, Management, Finance, Financial Analysis, Leadership, Portfolio Management, Business Strategy, Strategic Financial..., Investments, Strategy, Strategic Planning, Contract Negotiation, Financial Planning, Team Building, Start-ups, CRM
Education
Shippensburg University of Pennsylvania
Bachelor of Arts (BA), History & Literary English
Wells Fargo May 2006 - September 2014
First Union/Wachovia January 2000 - May 2006
First Union National BankMunicipal Group September 1996 - January 2000
Education
Central Piedmont Community College
TIAA-CREF December 2014 - Present
Empowered Benefits March 2013 - September 2014
Aon Hewitt September 2011 - March 2013
Wells Fargo January 2009 - November 2010
Wachovia November 2005 - December 2008
First Union/Wachovia December 2001 - October 2005
First Union December 2000 - December 2001
First Union National Bank February 1999 - December 2000
First Union National Bank March 1998 - January 1999
First Union National Bank October 1995 - March 1998
Skills
Change Management, Project Management, Program Management, Personnel Management, Process Improvement, Performance Management, Business Analysis, Project Portfolio..., Team Building, Collaborative Leadership, Acquisition Integration, Leadership, PMO, MS Project, Strategy, Executive Coaching, Management, Succession Planning, Employee Engagement, Organizational..., Business Process..., Strategic Planning
Education
Georgia Institute of Technology 1980 — 1984
BSIM, Industrial Management
Security Service Federal Credit Union May 2015 - Present
Security Service Federal Credit Union January 2015 - April 2015
TD Bank May 2010 - March 2014
Commerce/TD Bank January 2004 - May 2010
First Union/Wachovia May 1997 - January 2004
The Chase Manhattan Bank, N.A. July 1994 - May 1997
The Chase Manhattan Bank, N.A. October 1993 - July 1994
The Chase Manhattan Bank, N.A. August 1984 - October 1993
Skills
Underwriting, Business Development, Sales Management, Portfolio Management, Stakeholder Management, Small Business, Financial Risk, Risk Analysis, Cash Management, Management, Finance, Commercial Lending, Credit, Retail Banking, Banking, Commercial Banking, Loans, Credit Analysis, Strategy, Leadership, Leadership Development, Team Leadership
Education
University of Pennsylvania 1980 — 1984
Bachelor of Arts (B.A.)
State Bank and Trust Company November 2012 - Present
SunTrust Bank September 2010 - September 2012
Bank of America March 2005 - September 2010
First Union/Wachovia 1990 - 2005
Citibank 1987 - 1990
Bank of America (fka NCNB/NationsBank) 1980 - 1987
Skills
Risk Management, Credit Risk, Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Operational Risk, Credit, Operational Risk..., Banking, Auditing, Process Improvement, SOX, Internal Audit, Regulatory Compliance
Education
Georgia State University 1989 — 1991
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Indiana University Bloomington 1980 — 1984
BS, Finance/Accounting
Perfect Commerce April 2004 - Present
First Union/Wachovia 1986 - 2004
Skills
SaaS, Mergers, E-procurement, Business Process..., Start-ups, Salesforce.com, Professional Services, Financial Analysis, ERP, Cloud Computing, Enterprise Software, Business Analysis, Contract Negotiation, Strategic Planning, Process Improvement, Strategic Partnerships, Business Process, New Business Development, Strategy, Analytics, Business Strategy, Vendor Management, Solution Selling, Program Management, Outsourcing, CRM, Product Management, Cross-functional Team..., Change Management, Project Management, Business Intelligence, Software Project..., Team Building, Business Development, Agile Methodologies, Team Leadership, Management, Management Consulting, Integration, Product Marketing, E-commerce, Lead Generation, Go-to-market Strategy, Demand Generation, BPO, Entrepreneurship, Venture Capital, Leadership, Requirements Analysis, Supply Chain Management
Education
Colgate University 1982 — 1986
Gloucester High School 1979 — 1982
First Bank of Alabama December 2012 - Present
First National Bank of Talladega August 2007 - February 2013
Chestatee State Bank August 2005 - July 2007
National Bank of Gainesville (NBOG) August 2004 - August 2005
BB&T August 2002 - August 2004
First Union/Wachovia December 1998 - August 2002
Troy Bank & Trust June 1996 - December 1998
Skills
Commercial Lending, Commercial Banking, Banking, Loans, Strategic Planning, Executive Management, Credit Analysis, Team Building, Credit Risk, Small Business Lending, Risk Management, Credit, Finance, Portfolio Management, Relationship Management, Lines Of Credit, Consumer Lending
Education
Louisiana State University 2008 — 2010
Banking, Graduate School of Banking at LSU
GA Banking School 2006 — 2008
Banking, Banking, Corporate, Finance, and Securities Law
Troy State University 1993 — 1998
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Troy University 1993 — 1998
Bachelor's of Science, Business, Management, Marketing, and Related Support Services
Wells Fargo Bank November 2009 - Present
First Union/Wachovia July 1997 - November 2009
First Union June 1995 - July 1997
First Union July 1994 - June 1995
First Union May 1993 - July 1994
Skills
Leadership, Banking, Management, Training, Business Development, Finance, Sales, Human Resources, Cross-functional Team..., Loans, Mortgage Lending, Coaching, Customer Service, Investments, Relationship Management, Retail Banking, Commercial Banking, Credit, Credit Analysis
Education
North Carolina State University
Bachelors, Business Management
The Orchard School & Community Center Principal ConsultantMonadnock SolutionsFebruary 2015 - Present
W.S. Badger Company January 2014 - February 2015
Strategic Partners, Inc January 2013 - January 2014
Sage Growth Partners, LLC September 2012 - December 2012
Edaptive Systems, Inc November 2010 - September 2011
Acer Design September 2003 - September 2007
US Foodservice 2002 - 2004
First Union/Wachovia February 2001 - May 2001
Solectron Technology September 1998 - February 2001
US Navy April 1995 - September 1998
Skills
Project Management, Strategic Planning, Budgets, Team Leadership, Team Building, Process Improvement, Social Media, Government, Business Analysis, Product Development, PowerPoint, Vendor Management, Project Portfolio..., Data Analysis, Software Documentation, Analysis, Management, MS Project, Access, Business Process, SharePoint, Program Management, Training, Leadership, Consulting, Marketing Strategy, Public Relations, Research, Strategy, Cross-functional Team..., Change Management, Policy, Event Planning
Education
University of Maryland Baltimore County 2003 — 2012
BA, Political Science; Political Science, 3.53 GPA Cum Laude
Howard Community College 2002 — 2004
AA, Political Science
Merz North America October 2015 - Present
Merz Aesthetics Inc. June 2013 - September 2015
Stiefel, a GSK company August 2010 - May 2013
Stiefel, a GSK company January 2008 - August 2010
Stiefel, a GSK company September 2005 - December 2007
Galderma July 2004 - August 2005
First Union/Wachovia July 2001 - July 2004
First Union/Wachovia May 2000 - July 2001
Galderma April 1998 - May 2000
Galderma July 1997 - April 1998
Skills
Pharmaceutical Sales, Product Launch, Pharmaceutical Industry, Dermatology, Sales Effectiveness, Market Planning, Key Opinion Leaders, Marketing Management, Segmentation, Managed Care, Sales Operations, Product Marketing, Marketing Strategy, Selling Skills, Marketing, Product Development, Sales Force Development, Leadership, Sales, Sales Management
Education
Florida State University 1985 — 1989
Bachelor of Arts (B.A.), Business/Corporate Communications
Calandra Financial Group 2012 - 2014
Calandra Financial Group 2012 - 2014
Calandra Financial Group 2012 - 2014
Wealth Financial Group 2011 - 2012
Navisis Financial 2009 - September 2011
Genworth Financial Services 2008 - 2009
O'Malley & Associates 2004 - 2008
Baker 500, LLC 2002 - 2004
Financeware, Inc 2000 - 2002
First Union/Wachovia 1998 - 2000
Skills
Investments, Customer Relations, Insurance, Financial Planning, New Business Development, Sales Management, Microsoft Office, Coaching, Strategic Planning, Business Planning, Account Management, Problem Solving, Public Speaking, Customer Service, CRM, Strategic Financial..., Marketing, Sales, Team Building, Leadership, Management
Education
Averett University
BS, Business Administration
Western Wisconsin Technical College
Associates, Marketing
Revo Leadership, Inc. October 2013 - Present
Family Dollar September 2011 - October 2013
Bank of America January 2008 - June 2010
EquiFirst Corporation September 2004 - July 2007
Bank of America April 2003 - September 2004
First Union/Wachovia May 1998 - March 2003
Skills
Change Management, Human Capital Strategy, Leadership Development, Performance Management, Talent Management, Talent Acquisition, Six Sigma, Green Belt, Program Implementation, Human Capital, Process Improvement, Human Resources, Coaching, Leadership, Instructional Design, Performance Improvement, Organizational..., Onboarding, Employee Engagement, Organizational Design, Organizational..., Executive Coaching
Education
Emory and Henry College
B.S.
Queens University of Charlotte
M.S. Organizational Development
SunTrust Bank October 2009 - Present
Bank of America January 2003 - October 2009
Wachovia/First Union January 1996 - January 2003
First Union/Wachovia January 1991 - January 2003
Triad Consumer Bank January 1995 - January 1996
First Union January 1991 - January 1995
Nissan Motor Acceptance Corporation January 1988 - January 1990
Crestar Bank January 1986 - January 1988
Sovran Bank January 1983 - January 1986
Education
James Madison University
Business Administration
Carlisle and Gallagher Consulting Group July 2011 - March 2015
Wells Fargo Bank January 2009 - July 2011
Wachovia Bank March 2007 - 2009
Corporate Investment Banking Technology, Wachovia 1995 - 2009
Wachovia 2005 - 2007
First Union/Wachovia September 2001 - September 2005
Skills
SDLC, Relationship Management, Business Analysis, Integration, Financial Risk, Banking, Risk Management, Process Improvement, Project Management, Investment Banking, Financial Services, Capital Markets, Requirements Analysis, Software Project..., Visio, Credit, Derivatives, CRM, Coaching, Mergers, Analysis, Management, Mergers & Acquisitions, Business Process...
Education
University of Mississippi 1990 — 1992
BBA
Millsaps College 1987 — 1990
Carolinas Healthcare System December 2011 - November 2014
First Data/BAMS (Bank of America Merchant Services) 2007 - 2010
G & K Services 2005 - 2006
Navigon Financial Group 2002 - 2005
First Union/Wachovia 2000 - 2002
America West Airlines 1985 - 1999
Skills
Project Planning (PMP..., Account Management, Business Process..., Business Analysis, Strategic Planning, Six Sigma, Customer Service, Visio, Change Management, Inventory Management, Logistics, PowerPoint, Access, Operations Management, Pricing Strategy, Contract Negotiations, Customer Relations, Teamwork, Windows, Yield Management, Leadership, Management
Education
Arizona State University 1998 — 2000
MBA, Business
Arizona State University
Bachelor of Science, Communicatons
Wells Fargo February 2011 - Present
Wachovia September 2007 - March 2011
Wells Fargo Home Mortgage January 2006 - August 2007
Wells Fargo Home Mortgage October 2004 - January 2006
EquiFirst 2004 - 2004
First Union/Wachovia 2000 - 2003
First Union National Bank 1999 - 2000
Skills
Loans, Account Management, Credit, CRM, Banking, Customer Service, Finance, Financial Services, Management, Mortgage Lending, New Business Development, Underwriting, Sales, Leadership, Training, Selling, Investments, Sales Management, Team Building, Key Account Management, Relationship Management, Commercial Banking, Capital Markets
Education
The Citadel 1990 — 1994
B.S.B.A., Business Administration
Independence HS
Bank of America February 2013 - Present
Bank of America Merrill Lynch January 2013 - Present
Wells Fargo January 2011 - January 2012
Wells Fargo Home Mortgage 1999 - 2012
Wachovia Bank NA January 2005 - January 2011
First Union/Wachovia January 1999 - January 2005
2nd 337th Combat Support & Combat Service Support Battalion (US Army Reserves) January 1993 - January 2000
Solectron Technologies Inc January 1998 - January 1999
Corporate Benefits Services January 1996 - January 1998
Skills
Credit Analysis, Mortgage Lending, Mortgage Banking, Loans, Credit, Credit Risk, Banking, Commercial Lending, Financial Analysis, Lines Of Credit, Small Business Lending, Financial Risk, Operational Risk, Risk Management, FHA, Bank Secrecy Act, Commercial Banking, Loan Servicing, AML, Private Banking, Home Equity Lines of..., Construction Loans, Operational Risk..., Home Equity Loans, LPS, Loan Origination, USA PATRIOT Act, Portfolio Management, Quality Auditing
Education
University of Phoenix
Business Degree
Parental Leave December 2005 - Present
First Union/Wachovia October 1998 - December 2005
Charles Schwab April 1994 - October 1998
Metropolitan Property And Casualty Insurance Company June 1991 - April 1994
Continental Insurance January 1988 - June 1991
U.S, Army January 1981 - January 1984
Skills
Outlook, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Research, Microsoft Office, English, Team Building, Inventory Management, Teamwork, Editing, Sales Management, Teaching, Sales, Data Entry, Management, Windows
Education
Eastern Illinois University 1985 — 1987
Bachelor's degree, Political Science and Government, 3.87/4.0 scale
Ginger Hill Enterprises February 2015 - Present
UNC Charlotte December 2004 - March 2015
First Union/Wachovia July 1972 - July 2002
Skills
Data Analysis, Business Analysis, SQL, Visio, Access, SDLC, Requirements Gathering, Requirements Analysis, Databases, Software Documentation, Oracle, Microsoft Office, Leadership, Process Improvement, MS Project, Visual Basic
Education
The University of North Carolina at Greensboro 2013 — 2016
Masters Degree, Information Technology
University of North Carolina at Charlotte 2005 — 2012
Graduation 12/12, Business Admin - Mgmt Info Systems
HeritageBank of the South January 2011 - Present
HeritageBank of the South January 2011 - Present
Ameris Bank July 2002 - January 2011
First Union/Wachovia June 1982 - June 2002
Skills
PowerPoint, Training, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Leadership, English, Process Improvement, Windows, Outlook, Interviews, Mergers & Acquisitions, Project Management
Education
Asheville-Buncombe Technical Community College 1981 — 1982
None, Accounting and Business/Management
A.C.. Reynolds HIgh School 1976 — 1980
High School Diploma, Business Administration, Management and Operations
Wells Fargo August 2009 - Present
Wachovia Bank July 2006 - August 2009
Wachovia, A Wells Fargo Company February 2002 - June 2006
First Union/Wachovia April 2001 - February 2002
First Union/Wachovia January 2001 - April 2001
First Union/Wachovia August 2000 - January 2001
Target August 1999 - July 2000
Leggett Stores a division of Belk September 1997 - August 1999
Leggett Stores October 1988 - September 1997
Leggett Stores August 1981 - September 1988
Skills
Retail, Retail Management, Retail Buying, Merchandising, Retail Banking, Training &..., Training Delivery, Teaching, Learning Management, Curriculum Management, Project Planning, Project Implementation, Project Coordination, Project Execution, Performance Improvement, Performance Measurement, Consultancy, Highly Adaptable, Customer Relations, Employee Relations, Employment Law, Sales Management, Sales Support, Mentoring, Banking, Mergers, Executive Management, Customer Experience, Performance Consulting, Leadership Development, Project Management, Mergers & Acquisitions, Process Improvement, Team Leadership, Onboarding, Customer Service, Human Resources, Training, Sales Operations, Curriculum Design, Loans, Leadership, Performance Management, Credit, Staff Development, Coaching, Personnel Management, Succession Planning, Finance, Employee Training
Education
Old Dominion University 1975 — 1979
Bachelor of Science, Education, Marketing
Old Dominion University 1975 — 1979
Bachelor's degree, Education
First Union/Wachovia 1999 - 2009
Wachovia 2004 - 2006
Wachovia 2001 - 2004
First Union 1997 - 2001
First Union January 1985 - October 1997
Skills
Program Management, Retail Banking, Banking, Risk Management, Deposits, Strategy, Process Improvement, Business Development, Leadership, Sales, Portfolio Management, Credit, Mergers & Acquisitions, Executive Management, Business Planning, Financial Services, Marketing, Change Management, Business Process..., Team Building, Business Strategy, Strategic Planning, Management, Coaching, Management Consulting, CRM, Leadership Development, New Business Development
Education
Fordham University 1974 — 1978
BA, Political Science
Bay Shore High School 1970 — 1974
Bank of America March 2013 - Present
Bank of America August 2009 - March 2013
Participation in Industry Events since 2000 2000 - 2013
Bank of America November 2006 - July 2009
First Union/Wachovia June 1980 - November 2006
Skills
Data Architecture, Data Modeling, Enterprise Architecture, Data Governance, Strategy, Data Warehousing, SDLC, Business Intelligence, Data Integration, Requirements Analysis, SOA, Information Management, Governance, Data Quality, Enterprise Software, Information Architecture
Education
Bristol University 1970 — 1973
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
TPH Asset Management June 2012 - Present
Waterstone Capital Management 2007 - 2011
First Union/Wachovia 1997 - 2006
Skills
Equities, Credit Analysis, Credit, Credit Derivatives, Energy, Capital Structure, Options, Portfolio Management, Securities
Education
UNC Charlotte 1998 — 2001
Master of Business Administration (MBA), Finance, General
Binghamton University
Bachelor of Arts (BA), Economics
Wachovia Bank January 1999 - Present
First Union/Wachovia July 1997 - January 1999
Education
Southern Connecticut State University 1991 — 1998
Business, Management
Wells Fargo Bank May 2011 - Present
Dystopia Games, LLC June 2012 - Present
Wells Fargo September 2005 - June 2011
First Union/Wachovia May 1992 - August 2005
Skills
Process Improvement, Business Analysis, Vendor Management, Integration, Risk Management, Operations Management, Business Process..., Management, Business Process, Oracle, Leadership, Strategic Planning, Oracle E-Business Suite, Procurement, SDLC, Solution Architecture, Forecasting, PMP, ERP, Business Strategy, Team Building, Business Development, Strategy, Business Intelligence, Cross-functional Team..., Program Management, Financial Analysis, Team Management, Project Portfolio..., IT Strategy, Change Management, Finance, Banking, Outsourcing, CRM, Analysis, Management Consulting, PMO, Financial Services, Mergers & Acquisitions, Requirements Analysis, Executive Management, Software Project..., Testing, Visio, Consulting, Governance, Requirements Gathering, Project Management, Enterprise Architecture
Education
University of North Carolina at Chapel Hill
Economics
ECA Risk Management 2009 - Present
Samford University 2014 - Present
Regions Financial Corporation 2003 - 2009
Environmental Risk Innovations 2000 - 2003
First Union/Wachovia 1992 - 2000
Hygienetics (now ESIS) 1989 - 1992
Environmental Management Consultants 1987 - 1989
Alexandria Metal Finishers, Inc. 1986 - 1987
Skills
Risk Management, Compliance, Expert Witness, Risk Assessment, Financial Risk, Policy, Negotiation, Internal Audit, Management, Training, Underwriting, Due Diligence, Commercial Lending, Loans, Credit, Credit Analysis, Asset Managment, Portfolio Management, Banking, Environmental Awareness, Remediation, Commercial Banking, Finance, Asset Management, Analysis, Financial Services, Process Improvement, Program Management, Asset Based Lending, Insurance, Executive Management, Mergers & Acquisitions, Strategic Planning, Budgets, Small Business Lending, CRM, Start-ups, Financial Analysis, Credit Risk, Funding, Real Estate, Leadership, Contract Negotiation
Education
Randolph-Macon College 1982 — 1986
B.S.
Paramus Catholic High School
Compendium Finance July 2013 - Present
Equifax October 2012 - July 2013
IXI Services, a division of Equifax July 2011 - October 2012
IXI Services, a division of Equifax July 2006 - June 2011
Anybill Financial Services May 2002 - June 2006
Ameritrade 2001 - 2002
Financial Passport Inc. (acquired by Ameritrade) 1999 - 2001
First American National Bank (now Regions Bank) December 1992 - December 1994
First Tennessee Bank June 1987 - November 1992
First Union/Wachovia 1986 - 1992
Skills
B2B Marketing, Strategic Partnerships, Management, Negotiation, Lead Generation, Analytics, Direct Marketing, SaaS, Customer Engagement, Start-ups, Customer Acquisition, Marketing Strategy, Strategic Planning, New Business Development, Professional Services, Mobile Technology, Knowledge Management, Process Improvement, International Business..., Demand Generation, Direct Mail, Market Research, Executive Management, Enterprise Software, Marketing, Sales, P&L Management, Business Strategy, Leadership, Banking, Sales Process, Strategy, Financial Services, CRM, Integrated Marketing, Segmentation
Education
Wake Forest University School of Business 1979 — 1981
MBA, Finance and Marketing
Appalachian State University
Bachelor of Science (BS), Marketing/Marketing Management, General
Match.com July 2006 - Present
IndyMac Bank/Financial Freedom Senior Funding April 2003 - July 2006
E*TRADE Financial June 2000 - November 2002
First Union/Wachovia October 1995 - June 2000
The Chase Manhattan Bank August 1991 - October 1995
Education
Brandeis University 1980 — 1983
BA, History
PNC January 2012 - Present
Wachovia/Wells Fargo September 2007 - January 2012
BB&T July 2006 - September 2007
Premier Mortgage Capital September 2005 - July 2006
Southbanc Mortgage February 2004 - September 2005
The Middleburg Bank July 2002 - January 2004
First Union/Wachovia March 2000 - July 2002
Education
The Ohio State University 1990 — 1996
Bank Of America, Insurance Services February 2001 - June 2013
First Union/Wachovia January 1997 - January 2001
Discover Card October 1991 - December 1996
Skills
Product Management, Direct Marketing, Launch Of New Products, Vendor Management, Multi-channel Marketing, Business Relationship..., Strategic Partnerships, Product Launch, Portfolio Management, Management, Financial Services, Customer Retention, Account Management, P&L Management, Customer Acquisition, Sales Management, Call Centers, Customer Experience, Risk Management, Sales, Marketing, Credit Cards, Insurance, Relationship Management, Banking, Analysis, Executive Management, Analytics, CRM, Product Development, Credit, Program Management, Underwriting
Education
Northern Illinois University - College of Business 1987 — 1991
Bacholor of Science, Finance
Roosevelt University 1996 — 1997
Wells Fargo Home Mortgage March 2008 - Present
Decision One Mortgage/HSBC Group October 2004 - December 2007
First Union/Wachovia May 1996 - October 2004
Norwest Financial May 1988 - May 1996
Skills
Underwriting, Mortgage Lending, Loans, Mortgage Underwriting, Portfolio Management, Financial Risk, Real Estate, Banking, Credit, Due Diligence, Financial Services, Mortgage Banking, Credit Analysis, Residential Mortgages
Education
University of North Carolina at Chapel Hill 1985 — 1988
BS, Business Administration
Brown Advisory October 2005 - Present
First Union/Wachovia 1999 - 2005
Deutsche Bank 1998 - 1999
Alex. Brown & Sons 1980 - 1998
Education
The Johns Hopkins University 1975 — 1979
Calvert, Gilman
Calvert, Gilman
Calvert, Gilman
Calvert, Gilman
Wells Fargo January 2014 - Present
Wells Fargo Bank September 2009 - December 2013
Wachovia October 1998 - December 2008
First Union/Wachovia September 1985 - October 1998
Skills
Credit, Loans
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Accounting
University of Wisconsin-Madison
McGraw Hill Federal Credit Union 2013 - Present
njawbo 1997 - 2014
Cathyann Frank, Consultant 2012 - 2013
McGraw Hill Federal Credit Union April 2009 - September 2012
Central Jersey Bank August 2007 - May 2008
TD Banknorth 2005 - 2007
Hudson United Bank 2001 - 2005
First Union/wachovia May 1995 - December 2001
First Fidelity Bank 1995 - 2000
Skills
Small Business Lending, Mortgage Lending, Strategic Planning, Commercial Banking, Retail Banking, Consumer Lending, Sales Management, Customer Service, Motivational Speaking, Performance Management, Achieving Results, Creative thinking &..., Retail, Team Building, Business Development, Management, Process Improvement, Banking, Relationship Management, Credit, Financial Services, Loans, Leadership, Coaching, Strategic Partnerships, Sales, Mergers & Acquisitions, Finance, Budgets, Investments, Marketing, Credit Analysis, Risk Management, Call Centers, Analytics, Executive Management, Commercial Lending, Loan Origination, Credit Cards, CRM, Cash Management, Customer Experience, Small Business, Project Planning, Analysis, Portfolio Management
Education
George Mason University 1972 — 1975
Bachelor's degree, Political Science and Government
St Mary's Academy
Morgan Stanley September 2013 - Present
Morgan Stanley March 2010 - September 2013
MECU of Baltimore, Inc January 2007 - December 2007
Aberdeen Proving Ground Federal Credit Union May 2006 - January 2007
Tower Federal Credit Union March 2004 - May 2006
First Union/Wachovia May 2001 - March 2004
Skills
Banking, Management, Project Management, Risk Management, Procedure Development, Procedure Manuals, Customer Service, Account Management, Metrics Reporting, Change Management, Process Improvement, Public Speaking, Local Government, Team Building, Team Management, Coaching, Professional Mentoring, Credit, Microsoft Office
Education
University of Maryland Baltimore
Bachelor of Arts (B.A.), Government and Public Policy
Wells Fargo Advisors 2009 - Present
Wachovia (Predecessor of Wells Fargo Advisors) March 2003 - January 2007
First Union/Wachovia January 1995 - March 2003
First Union/Wachovia 1993 - January 1995
Skills
Mortgage Lending, Banking, Leadership, Loans, Training, Sales, Retail, Process Improvement, Coaching, Risk Management, Analysis, Finance, Business Analysis, Financial Analysis
Education
University of Houston
BBA, Bus Adm/Marketing
Wachovia, A Wells Fargo Company March 2009 - Present
Wachovia Bank March 2005 - October 2008
Wachovia January 2004 - December 2004
First Union/Wachovia June 1994 - December 2003
First Union April 1991 - June 1994
First Merit 1975 - 1991
Education
The University of Akron 1975 — 1978
Business
Environmental Holdings Group August 2011 - Present
Cherokee Investment January 2011 - May 2011
Summit Mortgage Inc. 2006 - 2007
Harris Teeter 1996 - 2007
First Union/Wachovia 2001 - 2003
Skills
Accounts Payable, Construction, Payroll, Microsoft Excel, Microsoft Word, Budgets, Accounting
Education
East Carolina University 2013 — 2020
Wake Tech 2009 — 2011
A.A.S., Accounting
Campbell University
East Carolina University
Business
Wells Fargo Private Bank 2011 - Present
Citibank 2006 - 2008
Wachovia 2001 - 2006
First Union/Wachovia 1994 - 2000
Skills
Portfolio Management, Credit, Wealth Management, Investments, Banking, Commercial Banking, Equities, Underwriting, Loans
Education
University of Maryland College Park 1977 — 1981
BA, Economics, Accounting and Finance
Square 1 Bank July 2012 - Present
RBC Royal Bank January 2007 - June 2012
First Union/Wachovia August 1972 - December 2006
Education
UNC Chapel Hill 1968 — 1972
Bachelor of Science (BS), Business Administration and Management, General
Woodberry Forest
Wachovia/Wells Fargo January 2002 - Present
First Union/Wachovia January 1998 - January 2002
Wachovia December 1993 - December 1998
First Union January 1993 - January 1998
First Union January 1990 - July 1993
First Union July 1987 - December 1990
Irving Trust Company January 1984 - January 1987
Skills
Banking, Risk Management, Financial Risk, Analysis, Finance, Credit
Education
Seton Hall University 1985 — 1986
Wake Forest University 1980 — 1984
B.S., Business
Wake Forest University 1980 — 1984
Bachelor of Science, Business
Wake Forest University
Community First Credit Union June 2014 - Present
Community First Credit Union September 2005 - June 2014
Community First Credit Union of Florida September 2005 - June 2014
First Union/Wachovia Bank March 1999 - July 2005
First Union/Wachovia March 1999 - July 2005
Skills
Consumer Lending, Loans, Banking, Retail Banking, Credit, Mortgage Lending, Small Business Lending, Credit Analysis, Commercial Banking, Commercial Lending, Cross Selling, Loan Origination, Branch Banking, Customer Service, Refinance, Finance, Branch Management, Mortgage Banking, Risk Management
Education
Florida State University 1995 — 1999
Bachelor of Science, Psychology and Communications
Citizens Bank March 2013 - Present
Citizens Bank January 2011 - Present
Citizens Bank, Consumer & Business Banking 2005 - Present
Wachovia May 1985 - March 2005
First Union/Wachovia 1982 - 2005
Wachovia 1982 - 2004
Skills
Marketing, Sales Management, Sales, Sales Operations, Project Management, Leadership, Small Business Lending, Marketing Strategy, Team Building, Retail, Event Planning, Customer Retention, New Business Development, Internal Communications, Writing, Employee Training and...
Education
Hope College 1977 — 1981
BA, Marketing, Business
Bank of America April 2011 - Present
Wachovia, A Wells Fargo Company September 2009 - December 2010
Wachovia, A Wells Fargo Company August 2008 - August 2009
Wachovia June 2006 - August 2008
First Union/Wachovia August 2002 - August 2006
First Union April 1998 - August 2002
Signet Bank April 1996 - April 1998
US Navy May 1983 - January 1996
Skills
Analysis, Metrics, Research, Project Planning, Financial Modeling, Financial Analysis, Project Management, Finance, Program Management, Contract Management, Strategic Planning, Change Management, Process Improvement, Budgets, Variance Analysis, Business Process..., Forecasting, Financial Reporting, Software Documentation, Management, Due Diligence, Leadership, Mergers & Acquisitions, Training, Banking, Managerial Finance, PMO, Auditing, Strategic Financial..., Business Analysis, Risk Management, SAP, Accounting, Human Resources, Access
Education
Virginia Commonwealth University - School of Business
MBA, accounting, finance, and decision science/management
University of North Texas
BBA, marketing, economics, and management.
M&T Bank June 2002 - Present
M&T Bank 2002 - Present
First Union/Wachovia May 1999 - May 2002
The Taubman Company January 1997 - January 1999
The Rouse Company May 1988 - October 1996
Skills
Credit, Loans, Banking, Portfolio Management, Finance, Treasury Management, Commercial Lending, Small Business Lending, Commercial Banking, Loan Origination, Credit Analysis
Education
Boise State University
BA, Sociology & Criminal Justice
Immaculata College Preparatory School
David Bagley CPA PA January 2000 - Present
Vinson Enterprises 1999 - 2005
Keffer Management Company 1997 - 1999
First Union/Wachovia 1994 - 1997
Cherry Bekeart & Holland 1987 - 1994
Skills
Accounting, Financial Analysis, Auditing, Tax, Financial Reporting, CPA, Tax Preparation, Income Tax, Corporate Tax, Small Business, Tax Accounting, Strategic Financial..., Financial Accounting, GAAP, QuickBooks, General Ledger, Partnership Taxation, Due Diligence, Business Valuation, Mergers & Acquisitions, Financial Planning
Education
University of South Carolina - Darla Moore School of Business 1978 — 1982
Bachelorof Science, Accounting
Microsoft Corporation November 2010 - Present
CEDALION Corporation February 2006 - March 2010
American Valley Aviation July 2005 - February 2006
First Union/Wachovia 1998 - 2000
Skills
Cloud Computing, Data Center, Windows Server, Enterprise Software, DHCP, Microsoft Technologies, TCP/IP, VMware, Servers, SharePoint, VoIP, Active Directory, Cisco Technologies, Virtualization, Linux, Disaster Recovery, Storage Area Networks, Firewalls, Network Security, Storage, Networking
Education
University of North Carolina at Charlotte 1985 — 1989
Bachelor of Science, Mechanical Engineering
Covanta March 2013 - Present
My Mom is Charming, LLC October 2007 - Present
Covanta Energy May 2005 - October 2007
Various short term contracts December 2004 - April 2005
First Union/Wachovia February 2001 - December 2004
Destia Communications / Viatel, Inc. July 1998 - September 2000
Skills
Talent Acquisition, Talent Management, Employee Relations, Applicant Tracking..., Performance Management, Benefits Administration, Onboarding, Recruiting, Human Resources, Sourcing, Hiring, Strategic Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1997
Human Resources Management and Services
James Madison University
Bachelor’s Degree, German Studies
The Philipp University of Marburg
German Language and Literature
Wells Fargo October 2009 - Present
Hewitt Associates March 2006 - October 2009
First Union/Wachovia 1999 - 2009
Skills
Payroll, Compensation, Customer Service, Analysis, Human Resources, PeopleSoft, HRIS, Employee Benefits, Process Improvement, Benefits Administration, Deferred Compensation, Employee Relations, Performance Management, Management, Recruiting
Education
Mountain State University 1977 — 1979
Associate, Business Administration
Marshall University
Fine Arts
LC Industries 2005 - Present
Todays Staffing February 2005 - May 2005
First Union/Wachovia October 1996 - December 2003
Skills
Employee Relations, Recruiting, Temporary Placement, Human Resources, Applicant Tracking..., Team Building
Education
State University of New York at Delhi 1993 — 1995
AAS
Wells Fargo (formerly Wachovia) October 2008 - Present
Wachovia Bank, NA February 2001 - October 2008
Frst Union Bank, NA January 1998 - February 2001
First Union/Wachovia 1992 - 1994
Skills
Retirement Planning, Investments, Mutual Funds, Securities, Series 7, Fixed Annuities, Strategic Financial..., Retirement, Equities, Financial Analysis, Insurance, Estate Planning, Wealth Management, Long-term Care, Series 63, Bloomberg, Fixed Income, Asset Allocation, Risk Management, Investment Advisory
Education
AIB (American Institute of Banking 1981 — 1984
Wharton School, University of Pennsylvania 1975 — 1980
Chester UFSD April 2012 - Present
Health Assets Management August 2008 - October 2010
TD Banknorth January 2000 - January 2007
First Union/Wachovia Bank January 1998 - January 1999
First Union/Wachovia January 1994 - January 1998
Skills
Healthcare Management, Healthcare, Sales, CRM, Insurance, Policy, Management, Employee Benefits, Start-ups, Finance, Customer Service, Data Entry, Accounting, Interviews, Process Improvement
Education
Saint John's University
Bachelor of Science, Health Care Administration
Wells Fargo Securities November 2014 - Present
Bank of America March 2013 - October 2014
Bank of America March 2007 - December 2012
First Union/Wachovia December 2003 - March 2006
First Union/Wachovia June 2001 - December 2003
Skills
AML, OFAC, Risk Management, KYC, Bank Secrecy Act, Operational Risk, USA PATRIOT Act, Operational Risk..., Financial Risk, Fraud, Securities, Banking, Financial Regulation, Anti Money Laundering, Basel II, Insurance, Finance, Process Improvement, Microsoft Office, Financial Services, Project Management, Relationship Management
Education
University of North Carolina at Charlotte 1996 — 2001
Wells Fargo Bank February 1990 - Present
First Union/Wachovia January 1998 - May 2008
Education
Fox Valley Technical College 1981 — 1983
AA, Natural Resource Management
University of Phoenix
BA, Business Information Systems
Old Town Bank November 2014 - February 2015
First National Bank/Bank of the Ozarks January 2013 - June 2014
First National Bank March 2012 - January 2013
Wachovia/Wells Fargo in August 2011 - November 2012
First Union/Wachovia October 1984 - August 2011
Hickory Public Schools December 1999 - December 2007
First Union National Bank June 1989 - October 1994
First Union National Bank of North Carolina in Asheville March 1988 - June 1989
Southern Bank and Trust Company May 1985 - March 1988
Skills
Loans, Credit, Commercial Lending, Sales, Banking, Portfolio Management, Training, Commercial Banking, Consumer Lending, Credit Risk, Financial Analysis, Credit Analysis, Small Business Lending, Commercial Real Estate, Underwriting
Education
The University of Georgia 1982 — 1984
Master of Business Administration, Finance
Appalachian State University 1978 — 1982
Bachelor of Science, Business Administration - Finance & Management
Bureau of Services for the Blind Persons April 2010 - Present
State of Michigan July 2009 - April 2010
Portland Federal Credit Union December 2003 - July 2009
Elk River Country Club May 2002 - October 2003
First Union/Wachovia August 2001 - May 2002
Skills
Customer Service, Microsoft Office
Education
Central Michigan University
Master, Science Administration with International Marketing
Davenport University
Bachelors’ Degree, Business Administration; Marketing/Advertising and Promotions Specialty
Appalachian State University
Secondary Education
Coastal Carolina University
Business Management
Sandhills Community College
Secondary Education
Morgan Stanley Smith Barney February 1998 - Present
Morgan Stanley Wealth Management February 1998 - Present
First Union/Wachovia January 1995 - May 1997
Skills
Financial Advisory, Mutual Funds, Investment Strategies, Series 63, IRAs, Asset Allocation, Fixed Income, Hedge Funds, Series 24, Risk Management, Investment Advisory, Bonds, IT Strategy, ETFs, Capital Markets, Series 7, Wealth Management..., 401k, Trading Systems, Alternative Investments
Education
John Jay College of Criminal Justice
AA, Liberal Arts
Lockheed Martin November 2014 - Present
Florida Traditions Bank October 2011 - October 2014
Wells Fargo June 2011 - October 2011
First Union/Wachovia March 2001 - June 2011
Skills
Banking, Credit, Commercial Banking, Credit Analysis, Financial Analysis
Education
Florida Southern College
Nationwide Insurance October 2011 - Present
Nationwide Insurance April 2002 - Present
Nationwide Insurance October 2000 - Present
Nationwide Insurance October 2011 - 2012
First Union/Wachovia May 1998 - October 2000
Skills
Operations Management, Project Management, Human Resources, Change Management, Leadership, Financial Analysis, Financial Accounting, Risk Management, Operational Risk..., Logistics Management, Facilities Management, Hiring Practices, Employee Engagement, Customer Service, Talent Acquisition, Health Insurance, Insurance, Compliance, Computers, Medicare, Healthcare Management, Performance Improvement
Education
Fayetteville State University 1995 — 1998
Master's degree, Counseling Psychology
Fayetteville State University 1987 — 1992
Bachelor of Arts (B.A.), Political Science
Wells Fargo November 2013 - Present
Wells Fargo May 2010 - November 2013
Habitat For Humanity of Charlotte August 2009 - May 2010
Wachovia (Evergreen Investments) January 2008 - July 2009
Wachovia (Central Banking) March 2007 - December 2007
Wachovia Wealth Management Division September 2002 - March 2007
First Union/Wachovia July 2000 - September 2002
Skills
Microsoft Excel, Microsoft Word, English, Analytics, Relationship Management, Portfolio Management, Direct Mail Campaigns, Target Marketing, Asset Allocation..., Microsoft Power Point, Microsoft Outlook, Project Management, MicroStrategy, Cross Sell, Mutual Funds, Separately Managed..., Alternative Investments, Mortgage Servicing, Mortgage Banking, Brokerage, Commercial Banking, Investment Banking, Wealth Management, Private Banking, Affluent
Education
DeVry University's Keller Graduate School of Management-Georgia 2003 — 2006
Master of Business Administration (MBA), Accounting and Financial Management
North Carolina Central Univerity School of Business 1998 — 2002
Bachelor of Science (BS), Finance
Wells Fargo September 2010 - Present
Wachovia/Wells Fargo June 2009 - September 2010
Wachovia August 2004 - June 2009
First Union/Wachovia February 1998 - August 2004
Education
The George Washington University 2008 — 2009
Masters Certificate, Project Management
University of North Carolina at Charlotte 2001 — 2004
Master of Science (MS), Information Technology
Indiana University of Pennsylvania 1993 — 1997
Bachelor of Science (BS), Computer Science
City of Coral Springs September 2013 - Present
URS Corporation February 2011 - July 2013
Broward College January 2009 - February 2011
J.B. Vilchez and Associates February 2003 - December 2009
University of South Florida March 2007 - September 2008
First Union/Wachovia March 1996 - February 2003
Skills
Emergency Management, Business Continuity..., Continuity of Operations, Continuity of Government, Administration, Vulnerability Assessment, Training, Staff Development, Security, Risk Assessment, Research, Report Writing, Quality Assurance, Public Safety, Preparedness, NIMS, Marketing, Incident Command, Homeland Security, Hazardous Materials, Grants, First Responder, Exercises, Emergency Services, Emergency Planning, Crisis Management, Contingency Planning, Budgets
Education
Miami Dade College 1992 — 1995
Associate of Arts (A.A.), Education
J.P. Taravella High School