Self Help Credit Union
Industry: Nonprofit
DescriptionSelf-Help is a leading national community development financial institution headquartered in Durham, NC. From 1980 - 2017, Self-Help provided over $7 billion in financing to 146,000 families, individuals and businesses. Headquarters: Durham, NC Number of employees: 650 Founder: Martin Daniel Eakes Founded: 1980 Type of business: CDFI Subsidiary: Self-Help Credit Union
Self Help Credit Union List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Self Help Credit Union. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Self Help Credit Union Employees
LS3P ASSOCIATES LTD. August 2015 - Present
ai Design Group September 2013 - August 2015
U.S. Green Building Council September 2012 - August 2013
ODELL Associates, Inc. January 2012 - August 2013
Design + Society Research Center August 2008 - May 2010
Self-Help Credit Union May 2009 - July 2009
LS3P ASSOCIATES LTD. May 2008 - July 2008
Skills
Digital Rendering, Sketching, SketchUp, AutoCAD Architecture, Revit, Adobe Creative Suite, Research, Writing, Microsoft Office, Photography, Architectural Design, Drawing, Adobe In-Design, Adobe Photoshop, Adobe Illustrator, Sustainability, LEED, Microsoft Excel, Sustainable Design, Historic Preservation, Architectures, LEED AP, Urban Design, Submittals, BIM, Illustrator, InDesign, Photoshop, Architecture, Rendering
Education
University of North Carolina at Charlotte 2008 — 2010
Masters of Architecture, Architecture
North Carolina State University 2004 — 2008
Environmental Design in Architecture, Architecture
NCSU Prague Institute 2007 — 2007
Semester Study Abroad Program, Architecture and Urban Design
North Carolina School of Science and Mathematics 2002 — 2004
LabCorp October 2011 - Present
Self Help Credit Union May 2009 - July 2009
Skills
Customer Service, Training, Marketing, Data Entry, Access, Sales, Management, Advertising, Microsoft Excel, Merchandising, Market Research, Leadership, PowerPoint, Microsoft Word, Outlook, Time Management, Team Building, Research, Organizational..., Interviews, Windows, Employee Relations, Microsoft Office, Public Speaking, Employee Training, Project Management, Databases, Office Administration, MS Project, Project Planning, Project Coordination, Presentations, Presenter
Education
Strayer University 2012 — 2012
Graduate Certificate, Business Administration Acquisition
Strayer University 2010 — 2012
MBA, Project Management
North Carolina Wesleyan College 2006 — 2010
B.S, Business Administration & Computer Information Systems
Self-Help Credit Union June 2015 - Present
PDX Pop Now! 2012 - August 2014
New Rail~Volutionaries June 2011 - November 2013
Willamette Falls Heritage Area Coalition May 2012 - November 2012
BDS Planning and Urban Design May 2011 - May 2012
New Rail~Volutionaries 2010 - January 2012
KLK Consulting 2012 - 2012
Oregon Parks and Recreation August 2011 - October 2011
OMSI January 2010 - May 2010
Yildiz Teknik University September 2009 - November 2009
Skills
Urban Design, Architecture, Organizational..., Graphic Communication, Public Outreach, Sustainable Growth, AutoCAD, Sustainability, Revit, Adobe Creative Suite, SketchUp, InDesign, Sustainable Design, Photoshop, Illustrator, CAD, Community Outreach, Proposal Writing, Urban Planning, Research, Landscape Architecture, Model Making, Architectures
Education
University of North Carolina at Chapel Hill 2014 — 2016
Master's Degree, City/Urban, Community and Regional Planning
University of Oregon 2006 — 2009
M. Arch, Sustainable Design
North Carolina State University 2002 — 2006
BEDA, Architecture
Admirals Bank November 2014 - Present
Self-Help Credit Union 2011 - 2013
State Farm Insurance 2006 - 2010
JPMorgan Chase 2005 - 2006
Aflac 2004 - 2006
United Home Mortgage 2004 - 2004
Providian Financial 1998 - 2003
Skills
Bilingual..., Claim, Liability, Insurance, Personal Injury, Accident, Property Damage, Negotiation, Customer Service, Process Improvement, Financial Analysis, Microsoft Excel, Finance, Banking, Management, Underwriting, Training
Education
Cal State Hayward 1996 — 1998
B.S., Business Administration
DVC 1995 — 1996
Business Administration and Management, General
Ygnacio Valley H.S. 1987 — 1990
Graduate
Self-Help Credit Union April 2015 - Present
Farragut Systems February 2013 - April 2015
Urban Financial Services Coalition November 2010 - November 2013
Citizen Schools May 2012 - February 2013
Citizen Schools July 2011 - February 2013
Verizon Wireless December 2010 - June 2011
Columbus State University June 2010 - December 2010
Swarthmore College - Economics Department September 2009 - December 2009
Swarthmore College - Writing Center September 2008 - December 2009
Dare to Soar May 2008 - October 2009
Skills
Data Analysis, Salesforce.com, Training, Webinars, Tutorials, Software Documentation, Camtasia, Prezi, Database Management, PowerPoint, Communication, Presentations, Microsoft Word, Microsoft Excel, SAS programming, Stata, SPSS, ArcGIS, Taleo, Administrative Work, Clerical, Admissions, Research, Public Speaking, Community Outreach, Management, Nonprofits, Microsoft Office, Grant Writing
Education
Swarthmore College 2006 — 2010
B.A., Economics, Black Studies
United States Institute of Peace June 2014 - Present
YMCA February 2012 - December 2013
The Dixon Group, Inc. June 2008 - December 2011
The Dixon Group May 2002 - August 2004
Self-Help Credit Union February 2004 - May 2004
Skills
Social Media, Microsoft Office, Event Management, Project Management, Event Planning, Marketing, Budgets, Customer Service, Time Management, Public Relations, Executive..., Administrative..., Staff Training, Excel, Managerial Finance, Fast Learner, Logistics, Staff Development, Fundraising, Nonprofits, Community Outreach, Volunteer Management, PowerPoint, Team Building, Outlook, Leadership Development, Project Planning, Social Networking, Leadership, Teamwork, Data Entry, Team Leadership, Microsoft Word, Training, Marketing Communications, Account Management, Operations Management, Inventory Management, Sales, Social Media Marketing, Data Analysis, Recruiting, Coaching, Organizational..., Program Development, Hospitality, Editing, Human Resources, Employee Relations, Teaching
Education
North Carolina Agricultural and Technical State University 2004 — 2008
BS, Business
Self-Help Credit Union 2004 - Present
ShoreBank 1999 - 2004
FINCA International February 1996 - July 1997
Skills
Loans, Commercial Lending
Education
Case Western Reserve University 1997 — 1999
MBA
University of North Carolina at Chapel Hill
Weatherhead School of Management at Case Western Reserve University
West Charlotte
Fibrant June 2014 - January 2015
Firestone January 2014 - June 2014
Charter Communications April 2009 - December 2012
Self-Help Credit Union October 2007 - April 2009
Cox Communications April 2003 - February 2006
Cox Communications April 2000 - April 2003
Skills
Marketing, Telecommunications, Marketing Strategy, Account Management, Strategic Planning, Forecasting, Marketing Management, Sales, CRM, Call Centers, New Business Development, Product Marketing, Integrated Marketing, Sales Management, Direct Sales, Marketing Communications, Negotiation, Business Planning, Business Development, Cross-functional Team..., Leadership
Education
The Ohio State University - The Max M. Fisher College of Business 1993 — 1995
MBA
North Carolina State University
Bachelor's degree
The Support Center October 2010 - Present
Self-Help Credit Union October 2007 - October 2010
First Citizens Bank January 2005 - October 2007
Education
North Carolina Agricultural and Technical State University 1995 — 1999
BS, Finance / Political Science
Self-Help Credit Union October 2011 - December 2011
City of East Orange June 2011 - August 2011
Education
Johnson C. Smith University - JCSU 2009 — 2013
SELF HELP CREDIT UNION January 2005 - Present
Skills
Loan Origination, Loans, Credit, Mortgage Lending, Customer Service, Finance, Training, Commercial Lending, Underwriting, Small Business Lending, Sales, Refinance, Financial Analysis, Leadership
Education
Fayetteville State University 1993 — 1997
B.S., BUSINESS ADMINISTRATION, ECONOMIC, BANKING AND FINANCE
Lending Club August 2015 - Present
Lending Club June 2014 - October 2014
PT Rekan Usaha Mikro Anda (Grameen Foundation) June 2013 - August 2013
Self-Help Credit Union April 2013 - June 2013
McKinsey & Company August 2009 - April 2012
New York City Mayor's Office of Long-term Planning & Sustainability 2012 - 2012
New York City Economic Development Corporation 2012 - 2012
The American Prospect August 2009 - December 2009
Harvard International Relations Council October 2007 - October 2008
United Nations Industrial Development Organization June 2007 - August 2007
Skills
Policy Analysis, Public Policy, International..., Politics, International Relations, Economic Development, Political Science, Editing, Data Analysis, Financial Analysis, Stata, Research, Non-profits, Strategic Communications, Qualitative Research, Climate Change, Start-ups
Education
Harvard Business School 2012 — 2015
Master of Business Administration (M.B.A.)
Harvard Kennedy School of Government 2012 — 2015
Master of Public Policy
Harvard University 2005 — 2009
B.A.
Elon University School of Law April 2015 - Present
Office of US Senator Kay R. Hagan October 2012 - January 2015
Greensboro Partnership April 2010 - October 2012
Self-Help Credit Union May 2009 - April 2010
cPort Credit Union March 2007 - December 2007
Skills
Spanish, Fundraising, Social Media, Non-profits, Grant Writing, Community Outreach, Program Development, Management, Public Relations, Event Planning, Marketing, Nonprofits, Microsoft Office, Event Management, Volunteer Management, Customer Service, Media Relations, Public Policy, Social Networking, Leadership Development, Research, Project Management, Policy Analysis, Leadership, Government, Marketing Communications, Coaching, Budgets, Strategic Planning, Teaching, Training, Editing
Education
Earlham College 2002 — 2006
BA, Comparative Languages and Linguistics
Westtown School 1999 — 2002
Diploma
Page High School 1998 — 1999
MDC April 2011 - Present
AvoLead LLC 2008 - Present
Bonnie Wright & Associates 2007 - Present
Maureen Joy Charter School August 1998 - August 2006
Bonnie Wright & Associates August 1992 - August 1998
Self-Help Credit Union January 1984 - May 1992
Self-Help January 1980 - December 1983
Skills
Conflict Resolution, Organizational..., Coaching, Leadership Development, Emotional Intelligence, Nonprofits, Team Building, Executive Development, Executive Coaching, Grants, Culture Change, Organizational..., Workshop Facilitation, 360 Feedback, Research, Program Development, Training, Economic Development, Non-profits, Program Management, Leadership, Career Counseling, Conflict Management, Community Outreach, MBTI, Personal Development, Management Consulting, Talent Management, Management Development, Career Development, Organizational Design, Instructional Design, Staff Development, Performance Improvement, Action Learning, Public Speaking, Program Evaluation, Policy, Board Development, Succession Planning, Grant Writing, Community Development, Strategic Planning, Group Dynamics, Volunteer Management, Program Facilitation, Fundraising, Strategic Communications, Philanthropy, Non-profit...
Education
Yale University - Yale School of Management 1981 — 1983
MPPM, Public and Private Management
Davidson College 1975 — 1979
BA, Special Studies
Davidson College
Honorary Doctor of Laws
Vance-Granville Community College January 2010 - August 2010
Self-Help Credit Union June 2003 - February 2009
IBM February 1998 - January 2003
Sony Ericsson November 1992 - February 1998
Education
University of North Carolina at Chapel Hill 1986 — 1990
B.S., Business Administration
University of Denver
MBA, Business Administration
510nano 2010 - 2012
Self-Help Credit Union February 2008 - August 2009
Creative Capital Mortgage 2003 - 2008
Community Reinvestment Association of NC December 2002 - December 2002
Calvary Ministries of the Westend Community, Inc. April 1997 - December 2002
Independent Means, Inc. July 1996 - December 2002
The NAMES Project Foundation June 1995 - August 1995
Siecor Corporation (Corning Cable Systems) February 1992 - July 1994
Williams-Russell & Johnson, Inc. April 1987 - October 1991
Education
Duke University - The Fuqua School of Business 1994 — 1996
MBA
University of Cape Town 1995 — 1995
MBA
Georgia Institute of Technology 1984 — 1987
BEE, Electrical Engineering
Spelman College 1980 — 1984
Interdisciplinary BS, Natural Sciences
Self Help Credit Union July 2015 - Present
GM Financial June 2013 - July 2015
Corelogic September 2012 - April 2013
Wells Fargo Home Mortgage August 2007 - March 2012
Shaw Eds August 2007 - March 2008
Skills
Credit Risk, Credit, Banking, Loans, Mortgage Lending, Credit Analysis, Risk Management, Business Analysis, Financial Risk, Financial Analysis, Analytics, Portfolio Management, Finance, Training, Customer Service, Sales, Team Building, Management, Leadership, Employee Relations, Accounting, Cold Calling, Process Improvement, Sales Management, Account Management, Microsoft Office
Education
RCCC 2013 — 2014
ITT Technical Institute-Charlotte South
US EPA July 2012 - Present
U.S. Environmental Protection Agency January 2010 - July 2012
UNC-Chapel HIll September 2008 - May 2009
Self-Help Credit Union May 2008 - August 2008
UNC-Chapel Hill August 2007 - May 2008
Highway Safety Research Center March 2007 - August 2007
Skills
PowerPoint, Access, ArcGIS, Excel, Adobe Connect, Microsoft Excel, Environmental Awareness, Land Use, Analysis, Community Development, Research
Education
University of North Carolina at Chapel Hill 2007 — 2009
Master, City & Regional Planning; Real Estate Development
University of North Carolina at Chapel Hill 2003 — 2007
BA, Anthropology
Smith Moore Leatherwood LLP March 2012 - Present
North Carolina General Assembly 2009 - Present
Campbell University School of Law September 2009 - December 2011
NCDOJ 2001 - 2009
NC Department of Justice 2001 - 2009
Josh Stein for NC Senate Committee 2008 - 2008
John Edwards for US Senate 1997 - 1998
Self-Help Credit Union June 1995 - June 1997
Self-Help 1995 - 1997
Skills
Legal Assistance, Public Speaking, Civil Litigation, Litigation, Class Actions, Political Campaigns, Trials, Legal Research, Legal Writing, Policy Analysis, Administrative Law, Real Estate, Legislative Relations, Personal Injury, Policy, Editing, Fundraising, Politics, Licensing, Research, Community Outreach, Trial Practice, Courts, Arbitration, Hearings, Appeals, Westlaw, Land Use, Family Law, Commercial Litigation, Corporate Law, Public Policy, Criminal Defense, Government, Intellectual Property, Coalitions, Lexis, Grant Writing, Nonprofits, Mediation, Legal Issues, Legislation, Criminal Law, Torts, Political Science, Corporate Governance, Employment Law, Grassroots Organizing, Product Liability, Construction Law
Education
Harvard Law School 1991 — 1995
JD, Law
Harvard University, John F. Kennedy School of Government 1991 — 1995
MPP, Public Policy
Dartmouth College 1984 — 1988
BA, History
Chapel Hill High School 1981 — 1984
high school
Self-Help Credit Union August 2009 - Present
Empire Properties January 2006 - November 2008
Skills
Commercial Lending, Due Diligence, Asset Management, Portfolio Management, Leadership, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Real Estate and Sustainability
Auburn University 1994 — 1998
BFA, Theatre - Lighting Design
Self-Help Credit Union February 2004 - Present
Self-Help Credit Union February 2004 - March 2011
Center For Community Self-Help May 2008 - November 2009
Self-employed January 1994 - December 2003
Education
Guilford College 1998 — 2002
Venture Back Office February 2013 - Present
Venture Back Office March 2012 - February 2013
Ernst & Young October 2011 - March 2012
Ernst & Young September 2009 - September 2011
Ernst & Young May 2008 - August 2008
Self Help Credit Union May 2007 - August 2007
Skills
SEC filings, Accounting, US GAAP, Sarbanes-Oxley Act, CPA, Internal Controls, Auditing, Financial Reporting, Financial Accounting, Financial Analysis, GAAP, SOX 404, Assurance, Private Equity, Financial Statements, Big 4, QuickBooks, Venture Capital, Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
Masters, Accounting
University of North Carolina at Chapel Hill 2004 — 2008
B.S., Business Administration
RBC Capital Markets June 2015 - August 2015
Goldman Sachs October 2014 - October 2014
Energy Fund of China June 2014 - August 2014
China Galaxy Securities May 2014 - June 2014
Waddington Street Centre July 2013 - August 2013
Self-Help Credit Union May 2013 - July 2013
Duke University Academic Advising Center January 2013 - May 2013
Institute of Metal Research, Chinese Academy of Sciences March 2010 - January 2012
Education
Duke University 2012 — 2016
Bachelor of Science (BS), Mathematics and Economics double major with Finance concentration
Maryland-DC Campus Compact June 2015 - Present
Duke-UNC USDA Center for Behavioral Economics and Healthy Food Choice Research September 2014 - May 2015
Self-Help Credit Union May 2014 - August 2014
North Carolina General Assembly May 2014 - July 2014
America Reads America Counts September 2011 - May 2014
Duke University Annual Fund September 2012 - May 2013
Environment Maryland May 2012 - July 2012
Yogurt Mountain March 2011 - August 2011
Camp Sonshine 2009 - 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Community Outreach, Nonprofits, Statistics, Teaching, Public Policy, Blogging, Writing, Event Planning, Policy Analysis, Editing, Fundraising, Leadership, Data Analysis
Education
Duke University 2011 — 2015
Bachelor of Arts (B.A.), Public Policy Studies
Self-Help Credit Union March 2010 - Present
Advanced Energy Corp. May 2003 - November 2009
RTI International February 1995 - May 2003
NC Department of Environment and Natural Resources (NC DENR) May 1994 - December 1994
Skills
Project Management, Analysis, Data Collection, Research Design, Renewable Energy, Green, Energy Efficiency, Sustainability, Energy, Solar Energy, Photovoltaics, Alternative Energy, Energy Management, Energy Audits, Environmental Awareness, Community Outreach, Regulatory Affairs
Education
UNC School of Public Health 1993 — 1994
MPH, Environmental Management and Policy
University of Michigan Law School 1990 — 1993
JD, Environmental Law and Policy
Binghamton University 1987 — 1988
BA, Writing and Rhetoric
Stuyvesant High School 1981 — 1984
Legal Aid of North Carolina September 2012 - Present
Legal Aid of North Carolina September 2011 - August 2012
Self-Help Credit Union August 2010 - January 2011
Blanco Tackabery & Matamoros, P.A. May 2010 - August 2010
Legal Aid of North Carolina May 2009 - July 2009
Skills
Legal Research, Litigation, Legal Writing, Administrative Law, Civil Litigation, Bankruptcy, Courts, Family Law, Westlaw, Appeals, Consumer Law, Health Law, Constitutional Law, Trials, Lexis, Legal Issues, Property Law
Education
University of North Carolina School of Law 2008 — 2011
JD, Law
University of North Carolina at Chapel Hill 2004 — 2008
BA, Political Science, Philosophy, Social and Economic Justice
Self-Help Credit Union September 2015 - Present
ANXeBusiness Corp. December 2006 - April 2015
Management Information Systems Group, Inc. (MISG) 2005 - 2006
Management Information Systems Group, Inc. (MISG) 1999 - 2005
Management Information Systems Group, Inc. (MISG) 1992 - 1999
LOGICS, Inc. 1988 - 1992
City of Kinston 1987 - 1988
Skills
Integration, Team Leadership, Software Development, SaaS, Team Building, Business Intelligence, Agile Methodologies, Business Analysis, Leadership, Management, Enterprise Software, People Management, Cloud Computing, Compassion, SQL, Communication, Agile Project Management, Linux, Glassfish, MySQL, Microsoft SQL Server, Networking, CRM, EDI, JBoss EAP, SDLC, Perl, PHP, VMware, Active Directory, Microsoft Exchange, VPN
Education
East Carolina University 1984 — 1987
Bachelor's Degree, Computer Science
Lenoir Community College 1979 — 1981
Associate's Degree, Computer Programming
Adzerk August 2015 - Present
Adzerk February 2015 - July 2015
ChannelAdvisor June 2013 - February 2015
ChannelAdvisor February 2012 - May 2013
Accion Emprendedora USA January 2011 - January 2013
Latino Community Credit Union July 2009 - September 2011
CMG Partners June 2008 - August 2008
Self- Help Credit Union January 2008 - May 2008
IOM August 2006 - July 2007
Smart Foods International January 2006 - June 2006
Skills
Fast Learner, People Skills, New Business Development, Marketing Communications, Entrepreneurial Skills, Social Entrepreneurship, Product Development, Product Launch, Customer Engagement, Small Business..., Marketing Strategy, Entrepreneur, Business Development, Entrepreneurship, Salesforce.com, E-commerce, Competitive Analysis, Start-ups, Marketing, Sales, Online Marketing, CRM, Strategy, Cross-functional Team..., Market Research, Project Management, Business Strategy, SEM, Business Planning, Integrated Marketing, Direct Marketing, Enterprise Software, Management, Strategic Partnerships, Analysis, Market Analysis, Training, Analytics
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Social Entrepreneurship
Universidad de Los Andes 1998 — 2003
BS, Industrial Engineering
Los Nogales
Los Nogales
Self-Help January 2014 - Present
Center for Responsible Lending March 2003 - December 2013
Self-Help Credit Union 1997 - 2001
GE Capital January 1985 - December 1996
Skills
Research, Economic Policy, Social Media Marketing, Strategic Planning, Public Relations, Marketing Communications, Digital Marketing, Negotiation, Strategy, Program Management, Nonprofits, Policy Analysis, Social Media, Non-profits, Strategic Communications, Strategic Partnerships, Analysis, Media Relations, Business Strategy, Entrepreneurship, Leadership, Legislative Relations, Policy, Community Outreach, Email Marketing, Community Development, Corporate Communications, Marketing, Government, Message Development, Marketing Research, Crisis Communications, Public Policy, Public Speaking, Data Analysis, Management, Mortgage Lending, Loans, Project Management, Financial Services, Content Development, Market Research, Business Development, Online Marketing, Internal Communications, SEO, Marketing Strategy, Economics, Blogging, Microsoft Office
Education
Brown University 1973 — 1976
BA, Economics
MidWestOne Bank August 2008 - Present
Self-Help Credit Union June 2006 - July 2008
BB&T July 2002 - June 2006
BENJAMIN MANAGEMENT SERVICES, INC January 2001 - January 2002
Accenture January 2001 - October 2001
Charlotte Chamber of Commerce May 2000 - December 2000
SBTDC February 2000 - December 2000
Travelers January 1997 - January 1999
Travelers January 1994 - January 1997
Moody's Investors Service January 1992 - January 1994
Skills
Microsoft Office, Commercial Lending, Commercial Insu, Credit Analysis, Community Development, Non-profits, Agricultural Lending, Small Business Lending, Management Consulting, Customer Service, Nonprofits, Risk Management, Financial Analysis, Credit, Finance, Underwriting, Loans, Portfolio Management, Consumer Lending, Commercial Banking, Due Diligence, Management
Education
UNCC 1997 — 2000
MBA, Business Management
Johnson C. Smith University - JCSU 1988 — 1992
B.S., Business Management
Central High 1985 — 1988
Bachelor of Arts, College Preparatory
Falcon Design and Print August 2014 - Present
Colleen Bucher Photography October 2010 - Present
Off Campus Partners, LLC October 2004 - October 2007
Thomas Jefferson Foundation August 2004 - September 2005
Wachovia Corp. February 2001 - July 2004
Self-Help Credit Union 2000 - 2001
Ferguson Enterprises 1998 - 1999
Skills
Risk Management, Portfolio Management, Budgets, Strategic Planning, Management, Trading, Forecasting, Options, Finance, Social Media, Project Planning, Event Management, Financial Risk, Equities, Social Media Marketing, Fundraising, Marketing Communications, Sales, Public Relations
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Enloe High School 1990 — 1994
Accounting Management Solutions, LLC June 2012 - Present
Maximum Performance of NC, LLC December 2012 - Present
Dixon Hughes Goodman LLP November 2011 - June 2012
Dixon Hughes PLLC January 2007 - September 2010
Self-Help Credit Union 2005 - 2006
idocuments 2004 - 2004
BB&T 2002 - 2004
Valspar 1998 - 2002
Univeristy of North Carolina at Chapel Hill 1993 - 1997
Skills
Tax Preparation, Corporate Tax, Tax Advisory, Bookkeeping, Accounting, Financial Modeling, Finance, Corporate Finance, Financial Analysis, Business Advisory, Banking, Management, Project Management, QuickBooks, CPA, Accounts Receivable, US GAAP, Financial Reporting, GAAP, Tax, Internal Audit, Financial Accounting, Strategic Planning, Auditing, Business Development, Internal Controls, General Ledger, Nonprofits, Cost Accounting, Mergers & Acquisitions, Accounts Payable, Managerial Finance, Financial Statements, Income Tax, SEC filings, Cash Flow, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill 1993 — 1997
B.S., Chemistry
University of North Carolina at Greensboro 2000 — 2003
Masters, Business Administration
North Carolina Farmworker Health Program January 2013 - Present
New Roots Advisors May 2012 - Present
The Cookery March 2011 - December 2011
Conservation Trust for North Carolina May 2010 - July 2010
U.S. Peace Corps, Republic of Panama August 2008 - October 2008
U.S. Peace Corps, Republic of Panama May 2007 - August 2008
U.S. Peace Corps July 2005 - May 2007
Self-Help Credit Union May 2003 - January 2005
Skills
Grant Writing, Spanish, Public Speaking, Statistics, Project Management, Curriculum Design, Strategic Planning..., Data Analysis, Performance Monitoring, Government Relations, Project Execution, Technical Writing, School Management, Budget Management, Strategic Planning, Performance Management, Teaching, Management Consulting, Program Evaluation, Strategy, Community Development, Social Entrepreneurship, Managerial Skills, Training, Grants, Government, Research, International..., Policy Analysis, Entrepreneurship
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA/MPP, Entrepreneurship and Innovation, Social Entrepreneurship
Duke University Sanford School of Public Policy 2009 — 2012
MPP/MBA, Food Policy and Community Development
Boston University 1998 — 2002
Bachelor of Arts, International Relations
Development Finance Initiative, UNC Chapel Hill School of Government May 2015 - Present
Self-Help August 2014 - May 2015
Self Help Credit Union May 2014 - August 2014
Calvin College Center for Social Research April 2013 - May 2014
Striders October 2012 - May 2013
Grand Valley Lanthorn January 2012 - July 2012
GVSU Academic Services August 2011 - May 2012
Skills
Adobe Creative Suite, ArcGIS, Microsoft Office, Customer Service, Social Networking, SAS, SPSS, Laboratory, Google Fusion Tables, Data Analysis
Education
University of North Carolina at Chapel Hill 2015 — 2017
Master’s Degree, City/Urban, Community and Regional Planning
Calvin College 2012 — 2014
Bachelor of Arts (B.A.), Environmental Studies/Geography
Grand Valley State University 2010 — 2012
Natural Resources Management/Applied Statistics
Self Help Credit Union May 2013 - August 2013
Sonoran Sustainable Building Advisor February 2009 - June 2012
Green Ideas Inc January 2007 - June 2012
Sustainable Packaging Coalition August 2006 - December 2006
Envision New Zealand June 2005 - September 2005
Skills
LEED, Green Building, Engineering, Analysis, Process Improvement, Sustainability, Data Analysis, Environmental Awareness, Project Management, Energy, Construction
Education
Wake Forest University, Schools of Business 2012 — 2014
Master of Business Administration
California Polytechnic State University 1999 — 2006
Master of Science, Civil and Environmental Engineering
California Polytechnic State University-San Luis Obispo 1999 — 2006
Bachelor of Science, Environmental Engineering
Self-Help Credit Union August 2006 - Present
Education
University of North Carolina at Chapel Hill
Quadel Consulting Corporation February 2009 - January 2014
Quadel Consulting Corporation September 2006 - January 2009
Booz Allen Hamilton April 2004 - August 2006
Self Help Credit Union May 2003 - August 2003
City of Portland (OR), Bureau of Purchases June 2002 - August 2002
Office of Government Ethics September 1997 - July 2001
Skills
Management Consulting, Program Management, Business Analysis, Policy, Data Analysis, Business Process..., Government, Performance Management, Organizational..., Affordable Housing, Leadership Development, Change Management, Process Improvement, Project Management, Strategic Communications
Education
University of North Carolina at Chapel Hill 2001 — 2003
Master's degree
University of Virginia 1993 — 1997
BA
Denmark's Integrated Study (DIS) Program 1995 — 1996
Junior Year Abroad
Human Resources / Workforce Development Professional In Transition January 2012 - Present
Dovelife Consulting Services 2008 - 2012
Mary Kay Independent Beauty Consultant 2006 - 2008
ARAMARK Healthcare 2007 - 2007
UNC Charlotte 2005 - 2006
Hope Haven Inc 2002 - 2004
Bread of Life Christian Ministry 2000 - 2001
Charlotte Housing Authority 1999 - 2000
Self-Help Credit Union 1998 - 1999
It’s Fashion 1997 - 1998
Skills
Customer Service, Microsoft Excel, Event Planning, Microsoft Word, Accounts Payable, PowerPoint, Employee Benefits, Coaching, Event Management, Project Management, Public Relations, Building Relationships, Microsoft Office, Microsoft Publisher, Human Resources, Public Speaking
Education
University of North Carolina at Charlotte - Belk College of Business
Bachelor of Science (BS), Business Administration and Management, Human Resources
Central Piedmont Community College 1994 — 1997
Associate of Arts (AA)
Johnson C. Smith University - JCSU 1991 — 1993
BCBSNC 2013 - Present
BCBSNC 2011 - 2013
UNC Health Care 2007 - July 2012
Self-Help Credit Union 2005 - 2007
Johns Hopkins School of Medicine 2000 - 2001
PricewaterhouseCoopers May 1997 - November 2000
Skills
Strategy, Managed Care, Healthcare, Finance, Consulting, Healthcare Information..., Healthcare Consulting, Data Analysis, Performance Improvement, Program Management, Health Insurance, EMR, Revenue Cycle, HIPAA, Program Development, Quality Improvement, Strategic Planning, Business Development, Cross-functional Team..., Leadership, Nonprofits, Hospitals, Project Management
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Health Services Management
Franklin & Marshall College
BA, Psychology
Saint Basil Academy
High School Diploma
Center for Responsible Lending February 2012 - Present
Self-Help Credit Union - Center for Responsible Lending January 2008 - February 2012
Self-Help Credit Union May 2007 - December 2007
SeeSaw Studio February 2005 - May 2007
Driscoll Group May 2001 - February 2005
Skills
Nonprofits, Community Outreach, Strategic Planning, Management, Non-profits, Public Speaking
Education
North Carolina State University
Eli Global August 2010 - Present
Anka Funds September 2009 - May 2010
Self-Help Credit Union May 2009 - August 2009
SAIC July 2006 - July 2008
SAIC July 2002 - June 2006
Skills
Financial Modeling, Valuation, Asset Managment, Corporate Finance, Financial Analysis, Derivatives, Asset Management, Portfolio Management, Due Diligence, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Real Estate, Finance, Investment Management
University of Maryland University College 2005 — 2008
M.S., Software Engineering
Virginia Tech 1997 — 2002
B.S., Computer Engineering
Calvert Hall 1993 — 1997
Solutions for Progress 2010 - 2013
Jewish Funds for Justice 1998 - 2009
Self-Help Credit Union 1996 - 1998
Americans for Peace Now 1991 - 1994
Skills
Community Development, Nonprofits, Fundraising, Government, Public Policy, Leadership, Strategic Partnerships, Investments, Program Development, Grant Writing, Banking, Grants, Community Outreach, Loans, Philanthropy, Social Entrepreneurship, Non-profits
Education
Yale University - Yale School of Management 1994 — 1996
MBA
Bryn Mawr College 1982 — 1986
AB, Growth & Structure of Cities
Self-Help Credit Union September 2000 - Present
Self Help Credit Union 2000 - 2009
Wachovia June 1996 - September 2000
Skills
Commercial Lending, Underwriting, Non-profits, Microsoft Office, Budgets, Customer Service, Small Business Lending, Public Speaking, Loans, Strategic Planning, Microsoft Excel, Mortgage Lending, PowerPoint, Credit, Marketing Strategy, Public Relations, Sales, Microsoft Word, Social Media, Loan Origination, Banking, Mortgage Banking, FHA
Education
University of North Carolina at Wilmington 1993 — 1996
BS
Calvert Social Investment Foundation, Inc July 2011 - Present
Self-Help Credit Union 2005 - June 2011
Fannie Mae Corporation July 1999 - August 2005
Skills
Loans, Financial Analysis, Community Development, Economic Development, Affordable Housing, Program Management, Credit, Nonprofits, Underwriting, Project Management, Valuation, Asset Managment, Risk Management, Project Finance, Grants, Financial Risk, Microfinance, Asset Management, Credit Analysis
Education
Harvard University, John F. Kennedy School of Government 1997 — 1999
MPP, Housing and Community Development
Columbia University in the City of New York 1989 — 1993
BA
Carter's OshKosh B'gosh September 2014 - Present
Ennis-Flint February 2011 - September 2014
Lodgian June 2009 - July 2010
Delta Air Lines April 2009 - June 2009
The Home Depot July 2006 - February 2009
The Home Depot July 2005 - July 2006
Delta Air Lines July 2004 - July 2005
Self-Help Credit Union May 2003 - August 2003
PricewaterhouseCoopers December 1997 - August 2002
Skills
Financial Analysis, Financial Modeling, Forecasting, Accounting, Strategic Financial..., Mergers, Corporate Finance, Cash Management, Budgets, Due Diligence, Treasury, Internal Controls, Risk Management, Valuation, Acquisition Integration, Strategic Planning, Cash Flow, International Tax, Transfer Pricing, Financial Reporting, Process Improvement, Leadership, Sarbanes-Oxley Act, Finance, Mergers & Acquisitions, Competitive Analysis, Analysis, Executive Management, Financial Accounting, Managerial Finance, Variance Analysis, Treasury Management, Auditing
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA, Finance
Auburn University
B.S. Finance
University of Georgia - Terry College of Business
Master of Accountancy - Taxation
Duke Maestro Team March 2012 - March 2014
Self-Help Credit Union February 2007 - May 2009
TROSA September 2005 - December 2006
The Herald-Sun 1988 - 2005
Amerifirst Federal S & L 1977 - 1988
General Development Corporation 1970 - 1977
Skills
Leadership, Training, Human Resources, Management, Project Management, Program Management, Accounting, Finance, Employee Benefits, Nonprofits, Research, Budgets, Customer Service, Team Building, Strategic Planning, Microsoft Excel, Contract Management
Education
Duke University
Human Resources
Florida International University
Business
University of Miami - School of Business
BBA, Finance
Valor Water Analytics, Inc June 2015 - Present
1:1 Fund, CFED September 2012 - May 2015
UNC Environmental Finance Center August 2010 - December 2012
Investors' Circle August 2011 - June 2012
Self-Help Credit Union May 2011 - March 2012
CSE Consulting, Kenan Institute May 2010 - August 2010
Centre for Micro Finance May 2008 - July 2009
Lazarus Leadership Fellows Program January 2008 - May 2008
Corporate Executive Board August 2005 - May 2008
Skills
Sustainability, Economic Development, Renewable Energy, Research, Financial Modeling, Business Strategy, Business Planning, Energy Efficiency, Survey Development, Entrepreneurship, Strategic Consulting, Project Management, Market Research, Management Consulting, Leadership, Start-ups, Management, Economics, Program Management, Due Diligence, Strategy, Business Development
Education
University of North Carolina at Chapel Hill 2010 — 2012
Masters in City and Regional Planning (MCRP), Economic Development & Energy
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2012
MBA, Sustainable Enterprise & General Management
Washington University in St. Louis 2001 — 2005
AB, Political Science
Oxford University 2004 — 2004
European Union Government and Public Economics
Credit Suisse January 2013 - Present
FHI 360 October 2012 - November 2012
Self-Help Credit Union April 2012 - August 2012
M. Kirk Accountants May 2008 - April 2012
Satin Skin Medical Laser & Cosmetics November 2005 - May 2008
Nortel Networks October 2004 - June 2005
Skills
Business Management, Financial Analysis, Budgeting, Billing, Financial Reporting, Accounting, Account Reconciliation, Inventory Controls, Logistics Analysis, Product Marketing, Staff Training, Customer Service, Medical Lasers, Laser Measurement, Research Technician, FLIR, Remote Sensing, Digital Signals..., Aerial Photography, Troubleshooting, Extensive International..., Nuclear Power Technician, Aerospace/Defense, Instrument Controls, Avionics, Communications, Navigation, IFF, Radiography, Hydrogen Detection, Helium Leak Detection, Fiber Optics, NASA Precision Soldering, Management, Budgets, Logistics
Education
NC State University 2012 — 2012
5 cert program, Computer Systems Networking and Telecommunications
University of Nevada-Las Vegas - College of Business 1999 — 2001
BS, Business Admin & Accounting
Self Help Credit Union July 2004 - Present
United Health Group -Uniprise- May 2001 - July 2004
First National Bank of Central California June 1996 - August 1998
Banco Central HispanoAmericano September 1989 - December 1994
Skills
Strategic Planning, Marketing Strategy, Banking, Credit Unions, Credit, Leadership Development, Strategy, Marketing Communications, Risk Management, Business Development, New Business Development, Public Relations
Education
Western Carolina University 2010 — 2011
Graduate Certificate, Project Management, May 2011
University of North Carolina at Asheville 1999 — 2001
Bachelor of Arts, Monetary Economics and Finance, May 2001, Economics
California State University-Hayward - School of Business and Economics 1995 — 1996
Certificate in Business Administration
ChargePoint, Inc. July 2015 - Present
Center for Business and the Environment at Yale September 2012 - May 2015
access:energy May 2013 - August 2013
IBM Global Business Services August 2009 - July 2012
IBM Global Business Services January 2010 - June 2012
Self Help Credit Union May 2008 - January 2009
Skills
Management Consulting, Process Improvement, Change Management, Management, Business Process..., CRM, Renewable Energy, Project Management, Marketing, Leadership, Sustainability, Energy Efficiency, Public Speaking, Research
Education
Yale University 2012 — 2015
MBA/MEM, Marketing Strategy and Energy Sustainability
Duke University 2005 — 2009
BA, International Comparative Studies, Environmental Science and Policy, Markets and Management Studies
Stuyvesant High School 2001 — 2005
Sol Systems LLC June 2014 - Present
Beltway Biodiesel April 2014 - June 2014
National Association for State Community Services Programs January 2013 - April 2014
National Association for State Community Services Programs January 2012 - December 2012
National Association for State Community Services Programs August 2010 - January 2012
The Tarheel Ledger June 2009 - August 2009
Carolina Microfinance Initiative August 2007 - May 2009
Office of Undergraduate Research - UNC CH June 2008 - July 2008
Self-Help Credit Union May 2007 - August 2007
Skills
Grants, Training, Leadership, Fundraising, Research, Teaching, Nonprofits, Data Analysis, Strategic Planning
Education
University of North Carolina at Chapel Hill 2007 — 2010
BA, Economics with Highest Honors
Georgetown University 2006 — 2007
Economics
Self-Help November 2014 - Present
Self-Help Credit Union September 2005 - Present
The Dilweg Companies 2000 - 2004
Skills
Economic Development, Small Business Lending, Financial Analysis, Financial Modeling, Loans, Non-profits, Commercial Lending, Nonprofits, Strategic Planning, Cash Management, Loan Origination, Commercial Real Estate, Leadership, Mortgage Lending, Business Development, Small Business, Credit Analysis, Real Estate Development, Commercial Banking, Real Estate, Underwriting, Consumer Lending, Credit, Retail Banking, Sales, Budgets, Community Development, Asset Based Lending, SBA, Middle Market, Training, Commercial Mortgages, Management
Education
University of Maryland College Park 1989 — 1992
BSCE, Civil Engineering With Construction Management Concentration
Leadership Raleigh
Live Oak Bank April 2014 - Present
Live Oak Bank December 2012 - Present
Schwartz & Schwartz, P.C. February 2012 - April 2012
iRobot November 2009 - July 2010
BB&T February 2006 - July 2009
Self-Help Credit Union May 2005 - January 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Spreadsheets, Lacerte, Customer Service, Financial Accounting, Commercial Real Estate, Commercial Banking, Relationship Management, Data Analysis, Communication Skills, Cross Selling, Tax Preparation, Tax Returns, Accounting, Accounts Payable, General Ledger
Education
Suffolk University 2010 — 2012
Master of Science in Accounting, Accounting and Business/Management
University of North Carolina Wilmington 2003 — 2005
B.S. Business Administration, Business Management and Marketing
IBM February 2014 - Present
The Support Center June 2011 - June 2013
Self Help Credit Union August 2008 - October 2011
Mortgage South Financial Services August 2001 - October 2008
Skills
Credit, Loan Origination, Mortgage Lending, Loans, FHA, Loss Mitigation, Underwriting, Finance, Training, VA loans, Small Business, Foreclosures, Marketing, Program Management, Short Sales, Commercial Lending, Small Business Lending, Banking, Relationship Management, Financial Analysis, Residential Homes, Risk Management, Leadership, Strategic Planning, Customer Retention, Selling, Customer Service, Call Centers, First Time Home Buyers, Team Building, Mergers & Acquisitions, Life Insurance, Credit Analysis, Analysis, Consumer Lending, Process Improvement
Education
Strayer University
Self-Help Credit Union May 2000 - August 2000
Duke University News Service May 1999 - August 1999
Skills
C++, Java, PHP, Back-end Development, Computer Science, HTML, Linux
Education
Pikes Peak Community College 2012 — 2013
Associate of Science (AS), Computer Science, 3.62/4.0 GPA
North Carolina State University 1998 — 2000
Computer Science