BB&T Company
Industry: Insurance company
DescriptionF x W k you! okerage, asset management, mortgage, and insurance products and services. It is ranked 16th on the list of largest banks in the United States by assets. Its subsidiary, BB&T Insurance Services, is one of the largest insurance brokers in the world. Sidenote- Alpheus Branch sucks! Customer service: 00 1 910-914-8250 Headquarters: Winston-Salem, North Carolina, United States CEO: Kelly S. King (1 Jan 2009–) Subsidiaries: SCOTT & STRINGFELLOW LLC,
BB&T List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BB&T. You can filter them based on skills, years of employment, job, education, department, and prior employment.
BB&T Salaries. You can even request information on how much does BB&T pay if you want to. Learn about salaries, pros and cons of working for BB&T directly from the past employees.
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10,534 BB&T employees in database. Find out everything there's to know about BB&T employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
BB&T Employees
Employee
Years
Job
Industry
Lauren Cottle Lauren Cottle's BB&T Experience December 2013 - Present
Job Branch Banker III at BB&T
Industry Financial Services
Experience
BB&T December 2013 - Present
Dave Arbogast Buick GMC Vans RVs May 2013 - October 2013
Gover Harley-Davidson, Inc. June 2012 - June 2013
Skills
Banking, Finance, Financial Analysis, Financial Planning, Management
Education
Campbell University
Bachelor of Arts (B.A.), Religion/Religious Studies
Wright State University
BB&T December 2013 - Present
Dave Arbogast Buick GMC Vans RVs May 2013 - October 2013
Gover Harley-Davidson, Inc. June 2012 - June 2013
Skills
Banking, Finance, Financial Analysis, Financial Planning, Management
Education
Campbell University
Bachelor of Arts (B.A.), Religion/Religious Studies
Wright State University
Mia (Fatticci) Diaz Mia (Fatticci) Diaz's BB&T Experience August 2009 - December 2010
Job Facilitator/teacher trainer
Industry Professional Training & Coaching
Experience
Educational Services Exchange with China February 2014 - February 2015
Community Partners July 2011 - January 2014
Silverlake Community Church January 2013 - September 2013
Cedars-Sinai Medical Center December 2010 - March 2011
BB&T August 2009 - December 2010
InterVarsity Christian Fellowship/USA August 2008 - May 2010
California Faculty Association January 2007 - August 2009
VIRTUALLY TAKEN CARE OF!, INC August 2008 - December 2008
Skills
Research, Leadership, Fundraising, Event Planning, Customer Service, Public Speaking, Non-profits, Microsoft Office, PowerPoint, Data Entry, Event Management, Microsoft Word, Outlook, Editing, Microsoft Excel, Management, Teaching, Nonprofits, Training, Community Outreach, Proposal Writing, Volunteer Management, Budgets, Social Networking
Education
California State University-Fullerton 2004 — 2008
BA, American Studies, Health Science
Educational Services Exchange with China February 2014 - February 2015
Community Partners July 2011 - January 2014
Silverlake Community Church January 2013 - September 2013
Cedars-Sinai Medical Center December 2010 - March 2011
BB&T August 2009 - December 2010
InterVarsity Christian Fellowship/USA August 2008 - May 2010
California Faculty Association January 2007 - August 2009
VIRTUALLY TAKEN CARE OF!, INC August 2008 - December 2008
Skills
Research, Leadership, Fundraising, Event Planning, Customer Service, Public Speaking, Non-profits, Microsoft Office, PowerPoint, Data Entry, Event Management, Microsoft Word, Outlook, Editing, Microsoft Excel, Management, Teaching, Nonprofits, Training, Community Outreach, Proposal Writing, Volunteer Management, Budgets, Social Networking
Education
California State University-Fullerton 2004 — 2008
BA, American Studies, Health Science
Karen Eason Worley's BB&T Experience October 2013 - Present
Job Wealth Financial Services
Industry Banking
Experience
BB&T October 2013 - Present
Kids Count Pediatrics May 2013 - September 2013
Solstas Lab Partners September 2012 - May 2013
Yadkin County Schools October 2010 - May 2012
BB&T Bankcard & Merchant Services August 2005 - August 2006
Yadkin Valley Bank August 2003 - June 2004
Southeast Installations, Inc January 1993 - December 2002
State Employees Credit Union March 1987 - June 1994
Skills
Microsoft Office, Multitasker- Dedication, Self Motivated, Customer Service, Administration, Analysis, Retail, Billing, Invoicing, Phlebotomy, Medical Office - Front..., Human Resources, Banking, Leadership, Microsoft Word, Data Entry, Management, Microsoft Excel, Accounts Payable
Education
Wilkes Community College 2012 — 2012
Certified Phlebotomist, Allied Health and Medical Assisting Services
Campbell University 1990 — 1992
BA Mass Communications/Public Relations, Communications
BB&T October 2013 - Present
Kids Count Pediatrics May 2013 - September 2013
Solstas Lab Partners September 2012 - May 2013
Yadkin County Schools October 2010 - May 2012
BB&T Bankcard & Merchant Services August 2005 - August 2006
Yadkin Valley Bank August 2003 - June 2004
Southeast Installations, Inc January 1993 - December 2002
State Employees Credit Union March 1987 - June 1994
Skills
Microsoft Office, Multitasker- Dedication, Self Motivated, Customer Service, Administration, Analysis, Retail, Billing, Invoicing, Phlebotomy, Medical Office - Front..., Human Resources, Banking, Leadership, Microsoft Word, Data Entry, Management, Microsoft Excel, Accounts Payable
Education
Wilkes Community College 2012 — 2012
Certified Phlebotomist, Allied Health and Medical Assisting Services
Campbell University 1990 — 1992
BA Mass Communications/Public Relations, Communications
Aileen Mackall Aileen Mackall's BB&T Experience March 2013 - Present
Job Vice President at BB&T
Industry Financial Services
Experience
BB&T March 2013 - Present
BB&T August 2007 - March 2013
BB&T October 2003 - August 2007
BB&T January 2003 - October 2003
BB&T October 2000 - December 2002
BB&T January 1999 - September 2000
American General Finance July 1997 - December 1998
Skills
401k, Retirement Planning, Defined Benefit, Retirement, Portfolio Management, Asset Managment, 403 b, Non-Qualified Deferred..., Asset Management, Investments, Employee Benefits, ERISA, Banking, New Business Development, Business Development, Leadership, Wealth Management, Pensions, Series 7, Mutual Funds, Financial Services, Investment Advisory, Series 63, Relationship Management, Finance
Education
BB&T Banking School at Wake Forest University 2006 — 2007
Campbell University 2001 — 2003
MBA, Business
High Point University 1993 — 1997
BS, Business
BB&T March 2013 - Present
BB&T August 2007 - March 2013
BB&T October 2003 - August 2007
BB&T January 2003 - October 2003
BB&T October 2000 - December 2002
BB&T January 1999 - September 2000
American General Finance July 1997 - December 1998
Skills
401k, Retirement Planning, Defined Benefit, Retirement, Portfolio Management, Asset Managment, 403 b, Non-Qualified Deferred..., Asset Management, Investments, Employee Benefits, ERISA, Banking, New Business Development, Business Development, Leadership, Wealth Management, Pensions, Series 7, Mutual Funds, Financial Services, Investment Advisory, Series 63, Relationship Management, Finance
Education
BB&T Banking School at Wake Forest University 2006 — 2007
Campbell University 2001 — 2003
MBA, Business
High Point University 1993 — 1997
BS, Business
Dana Lucas, PMP's BB&T Experience October 2010 - November 2012
Job VP, Program Lead, AML Ops Global Transformation at Citi
Industry Information Technology and Services
Experience
Citi February 2015 - Present
Xerox October 2013 - February 2015
Fujitsu November 2012 - October 2013
BB&T October 2010 - November 2012
First Citizens Bank December 2009 - October 2010
Food Bank of Central & Eastern NC 2008 - 2010
Fidelity Investments May 2007 - July 2009
Wachovia Bank February 2005 - May 2007
Wachovia Bank August 2000 - February 2005
Moss Adams LLP 1999 - 2000
Skills
Program Management, Project Portfolio..., Software Project..., Offshore Project..., Web Project Management, Project Management, SDLC, Microsoft Project..., Visio, SharePoint, Agile, Waterfall, Process Improvement, Clarity, Implementation Project..., HRO, Business Relationship..., PMO, Resource Allocation, Resource Management, MS Project, Agile Methodologies, Vendor Management, Team Leadership, PMP, CRM, Management, Integration, Leadership, Business Process, Six Sigma, Analysis, Human Resources, Requirements Analysis, User Acceptance Testing, Requirements Gathering, Business Analysis, Business Requirements, IT Strategy, Databases, Risk Management, Project Delivery, Agile Project Management, Software Documentation, IT Management, IT Service Management, ITIL, Enterprise Architecture, Outsourcing, Cross-functional Team...
Education
Chapman University 1992 — 1993
MBA Progam
California State University-San Bernardino 1988 — 1991
BS, Business Admin / Accounting
Citi February 2015 - Present
Xerox October 2013 - February 2015
Fujitsu November 2012 - October 2013
BB&T October 2010 - November 2012
First Citizens Bank December 2009 - October 2010
Food Bank of Central & Eastern NC 2008 - 2010
Fidelity Investments May 2007 - July 2009
Wachovia Bank February 2005 - May 2007
Wachovia Bank August 2000 - February 2005
Moss Adams LLP 1999 - 2000
Skills
Program Management, Project Portfolio..., Software Project..., Offshore Project..., Web Project Management, Project Management, SDLC, Microsoft Project..., Visio, SharePoint, Agile, Waterfall, Process Improvement, Clarity, Implementation Project..., HRO, Business Relationship..., PMO, Resource Allocation, Resource Management, MS Project, Agile Methodologies, Vendor Management, Team Leadership, PMP, CRM, Management, Integration, Leadership, Business Process, Six Sigma, Analysis, Human Resources, Requirements Analysis, User Acceptance Testing, Requirements Gathering, Business Analysis, Business Requirements, IT Strategy, Databases, Risk Management, Project Delivery, Agile Project Management, Software Documentation, IT Management, IT Service Management, ITIL, Enterprise Architecture, Outsourcing, Cross-functional Team...
Education
Chapman University 1992 — 1993
MBA Progam
California State University-San Bernardino 1988 — 1991
BS, Business Admin / Accounting
Sandra Austin Sandra Austin's BB&T Experience September 2006 - December 2007
Job Investment Advisory Representative at Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Securities May 2011 - Present
Synergy Investment Group January 2008 - May 2011
BB&T September 2006 - December 2007
Skills
Life Insurance, Long Term Care Insurance, Securities, Investment Advisory, Financial Services, Insurance, Disability Insurance, Retirement Planning, Term Life Insurance, Fixed Annuities
Education
University of North Florida 1990 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Caldwell Community College and Technical Institute 1988 — 1989
Lincoln Financial Securities May 2011 - Present
Synergy Investment Group January 2008 - May 2011
BB&T September 2006 - December 2007
Skills
Life Insurance, Long Term Care Insurance, Securities, Investment Advisory, Financial Services, Insurance, Disability Insurance, Retirement Planning, Term Life Insurance, Fixed Annuities
Education
University of North Florida 1990 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Caldwell Community College and Technical Institute 1988 — 1989
Heidi Stevens Heidi Stevens's BB&T Experience 2002 - 2002
Job Finance Manager at California Dental Association
Industry Accounting
Experience
California Dental Association February 2015 - Present
Health Education Council 2009 - Present
RagingWire Data Centers March 2013 - February 2015
SAFE Credit Union May 2012 - March 2013
PricewaterhouseCoopers January 2007 - May 2012
Investors Bank & Trust June 2004 - August 2004
BB&T 2002 - 2002
Mentor Corporation 2000 - 2000
WorldCell 1998 - 1999
Skills
SEC reporting, Internal Controls, Financial Reporting, Accounting, CPA, Financial Analysis, Financial Audits, Finance, Managerial Finance, Strategic Financial..., Financial Risk, US GAAP
Education
California State University-Sacramento 2002 — 2006
B.S., Business Administration - Accountancy
California Dental Association February 2015 - Present
Health Education Council 2009 - Present
RagingWire Data Centers March 2013 - February 2015
SAFE Credit Union May 2012 - March 2013
PricewaterhouseCoopers January 2007 - May 2012
Investors Bank & Trust June 2004 - August 2004
BB&T 2002 - 2002
Mentor Corporation 2000 - 2000
WorldCell 1998 - 1999
Skills
SEC reporting, Internal Controls, Financial Reporting, Accounting, CPA, Financial Analysis, Financial Audits, Finance, Managerial Finance, Strategic Financial..., Financial Risk, US GAAP
Education
California State University-Sacramento 2002 — 2006
B.S., Business Administration - Accountancy
Carla Brooke Parker, CPA's BB&T Experience July 2009 - June 2012
Job EY Assurance Services
Industry Accounting
Experience
EY September 2013 - Present
North Carolina State University June 2012 - May 2013
BB&T July 2009 - June 2012
Todd Rivenbark & Puryear, PLLC January 2012 - April 2012
Skills
Enterprise Risk..., Accounting, Assurance, Auditing, CPA, Financial Analysis, Internal Controls, Tax, Financial Accounting, GAAP, Internal Audit, Sarbanes-Oxley Act, US GAAP, Financial Reporting, Financial Statements
Education
North Carolina State University 2012 — 2013
Master of Accounting
Campbell University 2009 — 2012
Bachelor of Business Administration (BBA), Accounting and Business/Management, Magna Cum Laude
EY September 2013 - Present
North Carolina State University June 2012 - May 2013
BB&T July 2009 - June 2012
Todd Rivenbark & Puryear, PLLC January 2012 - April 2012
Skills
Enterprise Risk..., Accounting, Assurance, Auditing, CPA, Financial Analysis, Internal Controls, Tax, Financial Accounting, GAAP, Internal Audit, Sarbanes-Oxley Act, US GAAP, Financial Reporting, Financial Statements
Education
North Carolina State University 2012 — 2013
Master of Accounting
Campbell University 2009 — 2012
Bachelor of Business Administration (BBA), Accounting and Business/Management, Magna Cum Laude
David Hioki David Hioki's BB&T Experience March 2001 - February 2005
Job Service Delivery Manager at HMSA
Industry Information Technology and Services
Experience
HMSA August 2015 - Present
HMSA January 2014 - August 2015
TEKsystems August 2013 - January 2014
Greatbatch, Inc. December 2011 - February 2013
Rich Products Corporation March 2006 - December 2011
Mercury Data Systems for Wells Fargo (Wachovia) February 2005 - March 2006
BB&T March 2001 - February 2005
City National Bank May 1997 - March 2001
Education
California State University-Northridge
BA, English
The George Washington University
Master's Certificate, IT Project Management
HP Education Services 2008 — 2008
Certificate, ITIL Foundation 2.0 for IT Service Management
Harvard Business School Club of Buffalo 2008 — 2008
Certificate, Management Development Program
Anixter University 2007 — 2007
Certificate, Data Center Design
HMSA August 2015 - Present
HMSA January 2014 - August 2015
TEKsystems August 2013 - January 2014
Greatbatch, Inc. December 2011 - February 2013
Rich Products Corporation March 2006 - December 2011
Mercury Data Systems for Wells Fargo (Wachovia) February 2005 - March 2006
BB&T March 2001 - February 2005
City National Bank May 1997 - March 2001
Education
California State University-Northridge
BA, English
The George Washington University
Master's Certificate, IT Project Management
HP Education Services 2008 — 2008
Certificate, ITIL Foundation 2.0 for IT Service Management
Harvard Business School Club of Buffalo 2008 — 2008
Certificate, Management Development Program
Anixter University 2007 — 2007
Certificate, Data Center Design
Corey Alphin Corey Alphin's BB&T Experience 2001 - 2011
Job City Executive, SVP
Industry Banking
Experience
Select Bank and Trust Company September 2015 - Present
The Fidelity Bank April 2011 - August 2015
BB&T 2001 - 2011
Skills
Sales, Branch Management, Construction Loans, Financial Risk, Mortgage Banking, Treasury Management, SBA, Loan Origination, Cash Management, Risk Management, Cross Selling, Financial Analysis, Credit Risk, Relationship Management, Credit Analysis, Commercial Lending, Small Business Lending, Loans, Credit, Consumer Lending, Commercial Banking
Education
Campbell University 1995 — 1999
Select Bank and Trust Company September 2015 - Present
The Fidelity Bank April 2011 - August 2015
BB&T 2001 - 2011
Skills
Sales, Branch Management, Construction Loans, Financial Risk, Mortgage Banking, Treasury Management, SBA, Loan Origination, Cash Management, Risk Management, Cross Selling, Financial Analysis, Credit Risk, Relationship Management, Credit Analysis, Commercial Lending, Small Business Lending, Loans, Credit, Consumer Lending, Commercial Banking
Education
Campbell University 1995 — 1999
David Yopp David Yopp's BB&T Experience 2015 - Present
Job at
Industry Insurance
Experience
BB&T 2015 - Present
The Hartford September 2008 - July 2015
The Standard September 1998 - September 2008
Unum September 1996 - September 1998
Skills
Disability Insurance, Underwriting, Health Insurance, Life Insurance, Employee Benefits, Account Management, Brokers, Claim, Salesforce.com, Sales, Term Life Insurance
Education
Campbell University 1988 — 1994
Bachelor of Business Administration (B.B.A.) - Trust Management, Business Administration and Management, General
BB&T 2015 - Present
The Hartford September 2008 - July 2015
The Standard September 1998 - September 2008
Unum September 1996 - September 1998
Skills
Disability Insurance, Underwriting, Health Insurance, Life Insurance, Employee Benefits, Account Management, Brokers, Claim, Salesforce.com, Sales, Term Life Insurance
Education
Campbell University 1988 — 1994
Bachelor of Business Administration (B.B.A.) - Trust Management, Business Administration and Management, General
Monique Warren Monique Warren's BB&T Experience June 1989 - December 1997
Job Real Estate Broker at Real Estate Advisory Services, Inc.
Industry Real Estate
Experience
Real Estate Advisory Services, Inc. December 1997 - Present
BB&T June 1989 - December 1997
Skills
Piano, Singing, Sellers, First Time Home Buyers, Buyer Representation, Short Sales, Relocation, Single Family Homes, Real Estate, Condos, Listings, Foreclosures, Investment Properties, New Home Sales, REO, Real Property, SFR, Townhomes
Education
Catawba Valley Community College 2000 — 2000
Real Estate
Caldwell Community College and Technical Institute 1982 — 1982
UNC-Chapel Hill
Real Estate Advisory Services, Inc. December 1997 - Present
BB&T June 1989 - December 1997
Skills
Piano, Singing, Sellers, First Time Home Buyers, Buyer Representation, Short Sales, Relocation, Single Family Homes, Real Estate, Condos, Listings, Foreclosures, Investment Properties, New Home Sales, REO, Real Property, SFR, Townhomes
Education
Catawba Valley Community College 2000 — 2000
Real Estate
Caldwell Community College and Technical Institute 1982 — 1982
UNC-Chapel Hill
Linda Berryman Linda Berryman's BB&T Experience January 2015 - Present
Job Commercial Banking at BB&T, Vice President
Industry Financial Services
Experience
BB&T January 2015 - Present
BB&T March 2014 - December 2014
BB&T February 2009 - February 2014
BB&T May 2008 - February 2009
BB&T June 2007 - May 2008
BB&T January 2007 - June 2007
BB&T October 2004 - December 2006
Cruise Network December 2002 - October 2004
Skills
Banking, Retail Banking, Relationship Management, Cross Selling, Business Development, Sales, Customer Service, Sales Management, Deposits, Insurance, Credit Risk, Lines Of Credit, Portfolio Management, Loan Origination, Mortgage Lending, Management, Investments, Leadership Development
Education
Campbell University 2015 — 2017
Master of Business Administration (MBA)
University of North Carolina at Wilmington 2000 — 2002
BS Business Adminstration, Marketing and Operations Management
Central Carolina Community College 1998 — 2000
College Transfer/Associate Degree
Lee Senior High School 1994 — 1998
High School Diploma
BB&T January 2015 - Present
BB&T March 2014 - December 2014
BB&T February 2009 - February 2014
BB&T May 2008 - February 2009
BB&T June 2007 - May 2008
BB&T January 2007 - June 2007
BB&T October 2004 - December 2006
Cruise Network December 2002 - October 2004
Skills
Banking, Retail Banking, Relationship Management, Cross Selling, Business Development, Sales, Customer Service, Sales Management, Deposits, Insurance, Credit Risk, Lines Of Credit, Portfolio Management, Loan Origination, Mortgage Lending, Management, Investments, Leadership Development
Education
Campbell University 2015 — 2017
Master of Business Administration (MBA)
University of North Carolina at Wilmington 2000 — 2002
BS Business Adminstration, Marketing and Operations Management
Central Carolina Community College 1998 — 2000
College Transfer/Associate Degree
Lee Senior High School 1994 — 1998
High School Diploma
Brian McCormack, CFP Brian McCormack, CFP's BB&T Experience August 1999 - November 2011
Job Institutional Advisory Services at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank June 2013 - Present
CapTrust January 2012 - March 2013
BB&T August 1999 - November 2011
Centura Bank December 1995 - July 1999
NationsBank ( Bank of America ) January 1987 - November 1995
Penn Mutual Life Insurance July 1983 - December 1986
Skills
Complex Sales, Investments, Market Analysis, Pricing Negotiation, PowerPoint, Excel, SharePoint, Prospect Research, Consultancy, Cold Calling, Public Speaking, Board Presentations, Executive Compensation, Financial Planning, Sales Presentations, Territory Analysis, Sales Management, Project Planning, Project Implementation, Problem Solving, Advisory Boards, Enterprise Sales, Asset Management, Wealth Management, Corporate Trust, 401k, New Business Development, Asset Managment, Medicare, Long Term Care Insurance, Life & Health Insurance..., Qualified Retirement..., Finance, Pensions, Strategic Financial..., Banking, Insurance, Series 65, Analysis, Asset Allocation, Retirement Plan..., Retirement Planning
Education
College for Financial Planning 1991 — 1993
CFP, Financial planning
North Carolina Wesleyan College 1979 — 1983
BA, Economics, Business Administration
Campbell University
Southeastern Trust School
Cannon Trust School
Personal Trust
Cannon Trust School
Employee Benefits
Kaplan Financial
First Citizens Bank June 2013 - Present
CapTrust January 2012 - March 2013
BB&T August 1999 - November 2011
Centura Bank December 1995 - July 1999
NationsBank ( Bank of America ) January 1987 - November 1995
Penn Mutual Life Insurance July 1983 - December 1986
Skills
Complex Sales, Investments, Market Analysis, Pricing Negotiation, PowerPoint, Excel, SharePoint, Prospect Research, Consultancy, Cold Calling, Public Speaking, Board Presentations, Executive Compensation, Financial Planning, Sales Presentations, Territory Analysis, Sales Management, Project Planning, Project Implementation, Problem Solving, Advisory Boards, Enterprise Sales, Asset Management, Wealth Management, Corporate Trust, 401k, New Business Development, Asset Managment, Medicare, Long Term Care Insurance, Life & Health Insurance..., Qualified Retirement..., Finance, Pensions, Strategic Financial..., Banking, Insurance, Series 65, Analysis, Asset Allocation, Retirement Plan..., Retirement Planning
Education
College for Financial Planning 1991 — 1993
CFP, Financial planning
North Carolina Wesleyan College 1979 — 1983
BA, Economics, Business Administration
Campbell University
Southeastern Trust School
Cannon Trust School
Personal Trust
Cannon Trust School
Employee Benefits
Kaplan Financial
Jeffrey Winneberger Jeffrey Winneberger's BB&T Experience July 2015 - Present
Job Fiduciary & Portfolio Management Strategist at BB&T Wealth
Industry Financial Services
Experience
BB&T July 2015 - Present
BB&T September 2011 - July 2015
BB&T December 2005 - September 2011
BB&T January 2003 - December 2005
BB&T April 2002 - January 2003
Edward Jones 2001 - 2001
Morgan Stanley 2000 - 2001
Legg Mason 1999 - 2000
Skills
Wealth Management, Strategic Financial..., Estate Planning, Portfolio Management, Retirement, Retirement Planning, Retirement Savings, Retirement Plan..., Investments, Asset Management, Asset Building, Asset Allocation, Asset Protection, Stock Management, Bonds, Banking, Deposits, Qualified Retirement..., 401k Rollovers, Retail Banking, Consumer Lending, Credit, Credit Analysis, Asset Based Lending, Mortgage Lending, Loans, Risk Management, Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, Umbrella Insurance
Education
Campbell University
Wake Forest University 2006 — 2008
Christopher Newport University 1996 — 1999
Bachelor of Science (BS), Finance and Financial Management Services, 3.47
BB&T July 2015 - Present
BB&T September 2011 - July 2015
BB&T December 2005 - September 2011
BB&T January 2003 - December 2005
BB&T April 2002 - January 2003
Edward Jones 2001 - 2001
Morgan Stanley 2000 - 2001
Legg Mason 1999 - 2000
Skills
Wealth Management, Strategic Financial..., Estate Planning, Portfolio Management, Retirement, Retirement Planning, Retirement Savings, Retirement Plan..., Investments, Asset Management, Asset Building, Asset Allocation, Asset Protection, Stock Management, Bonds, Banking, Deposits, Qualified Retirement..., 401k Rollovers, Retail Banking, Consumer Lending, Credit, Credit Analysis, Asset Based Lending, Mortgage Lending, Loans, Risk Management, Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, Umbrella Insurance
Education
Campbell University
Wake Forest University 2006 — 2008
Christopher Newport University 1996 — 1999
Bachelor of Science (BS), Finance and Financial Management Services, 3.47
Billye Ammons Billye Ammons's BB&T Experience November 2006 - Present
Job Certified Employment Consultant/Assistant Vice President BB&T
Industry Banking
Experience
BB&T November 2006 - Present
Robeson Community College March 1997 - October 2006
Mega Force Staffing November 1990 - March 1997
Skills
Recruiting, Human Resources, Management
Education
Campbell University 2004 — 2006
Bachelor of Science, Political Science
BB&T November 2006 - Present
Robeson Community College March 1997 - October 2006
Mega Force Staffing November 1990 - March 1997
Skills
Recruiting, Human Resources, Management
Education
Campbell University 2004 — 2006
Bachelor of Science, Political Science
Sarah Key Sarah Key's BB&T Experience 2005 - 2009
Job Business Analyst (ABU2) at Southern California Edison
Industry Accounting
Experience
Southern California Edison April 2009 - Present
BB&T 2005 - 2009
Union Bank of California June 2005 - August 2008
Aladdin Emergency Services 2005 - 2005
Garden Grove Police Department 2004 - 2005
The Walt Disney Company December 1997 - October 2004
Skills
Process Improvement, Accounting, Accounts Receivable, Risk Management, Customer Service, Insurance
Education
UCI 2012 — 2013
Certificate, Project Management
California State University-Fullerton 2001 — 2005
BA, Criminal Justice
Southern California Edison April 2009 - Present
BB&T 2005 - 2009
Union Bank of California June 2005 - August 2008
Aladdin Emergency Services 2005 - 2005
Garden Grove Police Department 2004 - 2005
The Walt Disney Company December 1997 - October 2004
Skills
Process Improvement, Accounting, Accounts Receivable, Risk Management, Customer Service, Insurance
Education
UCI 2012 — 2013
Certificate, Project Management
California State University-Fullerton 2001 — 2005
BA, Criminal Justice
David Burkstaller David Burkstaller's BB&T Experience January 2015 - Present
Job Mortgage Banking Professional
Industry Banking
Experience
BB&T January 2015 - Present
Busey Bank March 2014 - January 2015
PNC Mortgage April 2012 - March 2014
Bank of the West January 2004 - March 2012
wfhm 2010 - 2011
Self Employed January 1995 - December 2003
Skills
Loan Origination, Mortgage Banking, Loans, Financial Analysis, Construction Loans, Commercial Banking, Credit Risk, Residential Mortgage..., Credit Analysis, Mortgage Marketing, Small Business Loans, Home Loans, Retail Banking, Portfolio Management, Investment Properties, Sales Management, Team Management, Recruiting, Management, Regional Development, Regional Banks, Regional Planning, Professional Mentoring
Education
Monte Vista HS - Danville, CA 1974 — 1977
California State University-Chico
Bachelor of Science (BS), Management Science
BB&T January 2015 - Present
Busey Bank March 2014 - January 2015
PNC Mortgage April 2012 - March 2014
Bank of the West January 2004 - March 2012
wfhm 2010 - 2011
Self Employed January 1995 - December 2003
Skills
Loan Origination, Mortgage Banking, Loans, Financial Analysis, Construction Loans, Commercial Banking, Credit Risk, Residential Mortgage..., Credit Analysis, Mortgage Marketing, Small Business Loans, Home Loans, Retail Banking, Portfolio Management, Investment Properties, Sales Management, Team Management, Recruiting, Management, Regional Development, Regional Banks, Regional Planning, Professional Mentoring
Education
Monte Vista HS - Danville, CA 1974 — 1977
California State University-Chico
Bachelor of Science (BS), Management Science
Adam Deal Adam Deal's BB&T Experience April 2010 - Present
Job Vice President, Wealth Advisor at BB&T
Industry Financial Services
Experience
BB&T April 2010 - Present
BB&T Wealth Management August 2008 - April 2010
BB&T Wealth Management December 2007 - August 2008
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Portfolio Management, Series 7, Investments, Asset Allocation, Estate Planning, Banking, Investment Advisory, Credit, Asset Management, Wealth Management..., Series 63, Securities
Education
Campbell University 2006 — 2007
Master of Business Administration (M.B.A.), Finance, General
Campbell University 2002 — 2006
Bachelor of Arts (B.A.), Trust and Investment Management
BB&T April 2010 - Present
BB&T Wealth Management August 2008 - April 2010
BB&T Wealth Management December 2007 - August 2008
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Portfolio Management, Series 7, Investments, Asset Allocation, Estate Planning, Banking, Investment Advisory, Credit, Asset Management, Wealth Management..., Series 63, Securities
Education
Campbell University 2006 — 2007
Master of Business Administration (M.B.A.), Finance, General
Campbell University 2002 — 2006
Bachelor of Arts (B.A.), Trust and Investment Management
Heather Cartright's BB&T Experience November 2014 - Present
Job Wealth Associate Relationship Manager at BB&T
Industry Investment Management
Experience
BB&T November 2014 - Present
Trevett Capital Partners October 2012 - November 2014
U.S. Trust October 2011 - October 2012
Bank of America August 2006 - October 2011
Skills
Wealth Management, Retail Banking, Banking, Retirement Planning, Portfolio Management, Investments, Strategic Financial..., Financial Advisory, Equities, Asset Management, Financial Services, Risk Management, Wealth Management..., Customer Service
Education
Campbell University 2013 — 2013
Graduate of Southeastern Trust School
Hodges University 2009 — 2011
Bachelor of Science (BS)
Edison State College 2006 — 2009
Associate of Arts (AA)
BB&T November 2014 - Present
Trevett Capital Partners October 2012 - November 2014
U.S. Trust October 2011 - October 2012
Bank of America August 2006 - October 2011
Skills
Wealth Management, Retail Banking, Banking, Retirement Planning, Portfolio Management, Investments, Strategic Financial..., Financial Advisory, Equities, Asset Management, Financial Services, Risk Management, Wealth Management..., Customer Service
Education
Campbell University 2013 — 2013
Graduate of Southeastern Trust School
Hodges University 2009 — 2011
Bachelor of Science (BS)
Edison State College 2006 — 2009
Associate of Arts (AA)
Jarumi Surles Jarumi Surles's BB&T Experience May 2013 - Present
Job Relationship Banker at BB&T
Industry Financial Services
Experience
BB&T May 2013 - Present
MultiLingual Solutions, Inc. February 2013 - Present
US Army Community Services August 2011 - December 2012
Worldwide Language Resources March 2012 - August 2012
Center for Economic Empowerment and Development January 2011 - August 2011
Center for Economic Empowerment and Development August 2008 - December 2010
Skills
Non-profits, Budgets, Humanitarian Assistance, Resource Development, Customer Satisfaction, Program Coordination, Marketing, Teaching Adults, Training Delivery, Personal Financial..., Events Coordination, Customer Service, Instructional Skills, Research Information, Spanish-English, Teacher Training, Nonprofits, Public Speaking, Microsoft Excel, Training, Policy, Outlook, Spanish, Strategic Planning, Teaching
Education
Campbell University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Marketing, Magna Cum Laude
Instituto San Ignacio de Loyola 1994 — 1999
Marketing
BB&T May 2013 - Present
MultiLingual Solutions, Inc. February 2013 - Present
US Army Community Services August 2011 - December 2012
Worldwide Language Resources March 2012 - August 2012
Center for Economic Empowerment and Development January 2011 - August 2011
Center for Economic Empowerment and Development August 2008 - December 2010
Skills
Non-profits, Budgets, Humanitarian Assistance, Resource Development, Customer Satisfaction, Program Coordination, Marketing, Teaching Adults, Training Delivery, Personal Financial..., Events Coordination, Customer Service, Instructional Skills, Research Information, Spanish-English, Teacher Training, Nonprofits, Public Speaking, Microsoft Excel, Training, Policy, Outlook, Spanish, Strategic Planning, Teaching
Education
Campbell University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Marketing, Magna Cum Laude
Instituto San Ignacio de Loyola 1994 — 1999
Marketing
Amy Hobbs Amy Hobbs's BB&T Experience October 2011 - March 2013
Job Stay at Home Mom
Industry Individual & Family Services
Experience
Stay at Home Mom December 2012 - Present
BB&T October 2011 - March 2013
BB&T Insurance Services of California, Inc. May 2006 - December 2010
Arthur J. Gallagher & Co. April 2003 - May 2006
The Wooditch Company Insurance Services, Inc. January 2002 - April 2003
LPL Insurance Agency, Inc. September 2000 - December 2001
Preferred Contractors December 1998 - August 2000
Tri-County Restorations, Inc. July 1995 - August 1998
Skills
Notary Public
Education
California State University-Fullerton 1999 — 2002
Bachelor of Arts, Psychology
Esperanza High School 1993 — 1995
High School Diploma, General
Hesperia High School 1991 — 1993
High School, General
Stay at Home Mom December 2012 - Present
BB&T October 2011 - March 2013
BB&T Insurance Services of California, Inc. May 2006 - December 2010
Arthur J. Gallagher & Co. April 2003 - May 2006
The Wooditch Company Insurance Services, Inc. January 2002 - April 2003
LPL Insurance Agency, Inc. September 2000 - December 2001
Preferred Contractors December 1998 - August 2000
Tri-County Restorations, Inc. July 1995 - August 1998
Skills
Notary Public
Education
California State University-Fullerton 1999 — 2002
Bachelor of Arts, Psychology
Esperanza High School 1993 — 1995
High School Diploma, General
Hesperia High School 1991 — 1993
High School, General
Angela Hardiman Angela Hardiman's BB&T Experience 2003 - 2007
Job Office Assistant at The Money Angel
Industry Accounting
Experience
Specialized Bookkeeping Solutions (The Money Angel) March 2007 - Present
BB&T 2003 - 2007
Education
Campbell University 1986 — 1990
BS, Education
Specialized Bookkeeping Solutions (The Money Angel) March 2007 - Present
BB&T 2003 - 2007
Education
Campbell University 1986 — 1990
BS, Education
Ryan Hoherd Ryan Hoherd's BB&T Experience September 2006 - November 2009
Job Business Banking Officer, U.S. Bancorp
Industry Banking
John D. Fisher, CFP® John D. Fisher, CFP®'s BB&T Experience January 2012 - Present
Job Wealth Financial Planning Analyst at BB&T
Industry Financial Services
Experience
BB&T January 2012 - Present
The Fidelity Bank October 2007 - August 2011
Bank of America May 2006 - August 2006
National City Bank May 2005 - August 2005
Skills
Financial Planning
Education
Campbell University 2002 — 2007
MBA & BBA w/Focus In Trust & Investment Management, Minor in Financial Planning, Investments, Administration, Fiduciary Law, Accounting
BB&T January 2012 - Present
The Fidelity Bank October 2007 - August 2011
Bank of America May 2006 - August 2006
National City Bank May 2005 - August 2005
Skills
Financial Planning
Education
Campbell University 2002 — 2007
MBA & BBA w/Focus In Trust & Investment Management, Minor in Financial Planning, Investments, Administration, Fiduciary Law, Accounting
Gina Gould Gina Gould's BB&T Experience June 2011 - Present
Job Business Services Assistant II at BB&T
Industry Banking
Experience
BB&T June 2011 - Present
Fidelity Bank June 2007 - February 2011
Fidelity Bank October 2003 - June 2007
Fidelity Bank September 2000 - October 2003
Fidelity Bank July 1995 - September 1998
Railroad Savings Bank November 1994 - July 1995
Countrywide Servicing Exchange July 1993 - May 1994
Security Pacific Financial Services/Bank of America January 1990 - July 1993
Mission Hills Mortgage Corporation January 1983 - January 1990
Skills
Mortgage Lending, Default, Loss Mitigation, Loan Servicing, Short Sales, Loans, Loan Modifications, REO, Referrals, Foreclosures, FHA
Education
California State University-Northridge 1991 — 1993
Bachelors of Science, Marketing
Orange Coast College 1984 — 1991
Associate of Arts (AA), Business Administration and Management, General
BB&T June 2011 - Present
Fidelity Bank June 2007 - February 2011
Fidelity Bank October 2003 - June 2007
Fidelity Bank September 2000 - October 2003
Fidelity Bank July 1995 - September 1998
Railroad Savings Bank November 1994 - July 1995
Countrywide Servicing Exchange July 1993 - May 1994
Security Pacific Financial Services/Bank of America January 1990 - July 1993
Mission Hills Mortgage Corporation January 1983 - January 1990
Skills
Mortgage Lending, Default, Loss Mitigation, Loan Servicing, Short Sales, Loans, Loan Modifications, REO, Referrals, Foreclosures, FHA
Education
California State University-Northridge 1991 — 1993
Bachelors of Science, Marketing
Orange Coast College 1984 — 1991
Associate of Arts (AA), Business Administration and Management, General
David Rakestraw David Rakestraw's BB&T Experience July 2004 - July 2010
Job Senior Vice President / Financial Advisor at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow July 2010 - Present
BB&T July 2004 - July 2010
Skills
Wealth Management, Wealth, Investment Management, Financial Planners, 401k, Retirement Planning, Wealth Management..., Series 7, Estate Tax Planning, Certified Financial..., Strategic Financial..., Series 65, Finance, Mutual Funds, Estate Planning, Investment Advisory, Asset Allocation, Investments, Succession Planning, Series 63, Retirement, Insurance, Credit Analysis, Financial Analysis, Asset Managment, Trust Services, Securities, Portfolio Management, Investment Strategies, Risk Management, Alternative Investments, Financial Advisory, Uniform Combined State...
Education
Campbell University 1999 — 2004
BBA, MBA, Trust, Investment Management, Financial Planning
BB&T Scott & Stringfellow July 2010 - Present
BB&T July 2004 - July 2010
Skills
Wealth Management, Wealth, Investment Management, Financial Planners, 401k, Retirement Planning, Wealth Management..., Series 7, Estate Tax Planning, Certified Financial..., Strategic Financial..., Series 65, Finance, Mutual Funds, Estate Planning, Investment Advisory, Asset Allocation, Investments, Succession Planning, Series 63, Retirement, Insurance, Credit Analysis, Financial Analysis, Asset Managment, Trust Services, Securities, Portfolio Management, Investment Strategies, Risk Management, Alternative Investments, Financial Advisory, Uniform Combined State...
Education
Campbell University 1999 — 2004
BBA, MBA, Trust, Investment Management, Financial Planning
Steve Solberg Steve Solberg's BB&T Experience June 2010 - Present
Job Operations Manager at BB&T
Industry Banking
Experience
BB&T June 2010 - Present
Santa Fe Group September 2009 - June 2010
Fortent October 2005 - September 2009
Fortent Americas January 2005 - September 2009
Bank of America January 2000 - August 2005
Bank of America January 1986 - January 2000
Skills
Fraud, Internal Controls, Product Management, Banking, Business Analysis, Consulting, Cross-functional Team..., Due Diligence, Financial Risk, Financial Services, Fraud Detection, Leadership, Management, Operational Risk, Process Improvement, Program Management, Retail Banking, Risk Assessment, Risk Management, Six Sigma, Strategic Partnerships, Strategy, Team Leadership
Education
California State University-Los Angeles
BB&T June 2010 - Present
Santa Fe Group September 2009 - June 2010
Fortent October 2005 - September 2009
Fortent Americas January 2005 - September 2009
Bank of America January 2000 - August 2005
Bank of America January 1986 - January 2000
Skills
Fraud, Internal Controls, Product Management, Banking, Business Analysis, Consulting, Cross-functional Team..., Due Diligence, Financial Risk, Financial Services, Fraud Detection, Leadership, Management, Operational Risk, Process Improvement, Program Management, Retail Banking, Risk Assessment, Risk Management, Six Sigma, Strategic Partnerships, Strategy, Team Leadership
Education
California State University-Los Angeles
Robert Feltey Robert Feltey's BB&T Experience March 2000 - September 2000
Job Senior Solution Consultant at Adobe
Industry Internet
Experience
Adobe October 2012 - Present
IBM January 2011 - October 2012
IBM March 2003 - January 2011
IBM September 2000 - March 2003
BB&T March 2000 - September 2000
Glaxo Smith-Kline May 1999 - March 2000
Robertson Marketing Group December 1998 - April 1999
Skills
Demand Generation, Web Analytics, Lead Generation, Analytics, Digital Marketing, SEO, Business Analysis, SEM, E-commerce, Cloud Computing, Information Architecture, SaaS, Multi-channel Marketing, Enterprise Software, Go-to-market Strategy, Data Integration, Lead Management, Unica, Omniture, Coremetrics Analytics, IBM Websphere Commerce, Multivariate Testing, Multivariate Analysis, Data Analysis, Google Analytics, Google Webmaster Tools, Hyperion Performance..., SQL, DB2, Microsoft Office, Lotus Notes, Mobile Marketing, Mobile Technology, Enterprise Content..., Revenue Analysis, Thought Leadership, CRM, User Experience, Web Marketing, Web Technologies, A/B testing, Online Advertising, Web 2.0, Digital Strategy, Sales Enablement, Business Analytics, Content Management, Interactive Marketing, Social Media, Mobile Analytics
Education
Campbell University 2002 — 2004
MBA, Marketing
IBM Executive Training 2002 — 2003
Basic Blue for Managers - IBM Management Development
Roanoke College 1994 — 1998
BBA, Marketing
Adobe October 2012 - Present
IBM January 2011 - October 2012
IBM March 2003 - January 2011
IBM September 2000 - March 2003
BB&T March 2000 - September 2000
Glaxo Smith-Kline May 1999 - March 2000
Robertson Marketing Group December 1998 - April 1999
Skills
Demand Generation, Web Analytics, Lead Generation, Analytics, Digital Marketing, SEO, Business Analysis, SEM, E-commerce, Cloud Computing, Information Architecture, SaaS, Multi-channel Marketing, Enterprise Software, Go-to-market Strategy, Data Integration, Lead Management, Unica, Omniture, Coremetrics Analytics, IBM Websphere Commerce, Multivariate Testing, Multivariate Analysis, Data Analysis, Google Analytics, Google Webmaster Tools, Hyperion Performance..., SQL, DB2, Microsoft Office, Lotus Notes, Mobile Marketing, Mobile Technology, Enterprise Content..., Revenue Analysis, Thought Leadership, CRM, User Experience, Web Marketing, Web Technologies, A/B testing, Online Advertising, Web 2.0, Digital Strategy, Sales Enablement, Business Analytics, Content Management, Interactive Marketing, Social Media, Mobile Analytics
Education
Campbell University 2002 — 2004
MBA, Marketing
IBM Executive Training 2002 — 2003
Basic Blue for Managers - IBM Management Development
Roanoke College 1994 — 1998
BBA, Marketing
Tisean Bell Tisean Bell's BB&T Experience November 2006 - May 2007
Job Graphic Designer
Industry Higher Education
Experience
Prince George's County Memorial Library System February 2015 - Present
Dreams Alley Design Loft August 2009 - Present
College of Southern Maryland September 2009 - February 2015
Minuteman Press October 2007 - January 2008
BB&T November 2006 - May 2007
Channel Craft Solutions January 2006 - May 2006
Skills
Graphics, Graphic Design, Banners, Customer Service, Microsoft Office, Screen Printing, Brochures, Adobe Creative Suite, HTML, CSS, jQuery, Wireframes, Bootstrap, Digital Printing, Brand Development, Entrepreneurship, User Experience Design, Digital Marketing, JavaScript, Microsoft Publisher, FrontPage, WordPress, Tumblr, Lithography, AJAX Frameworks, Gravure Printing, Illustration, Comic Book Illustration, Drawing, Acrylic Painting, Photography, Data Entry, Advertising
Education
Kean University 2008 — 2009
Master of Science (M.S.), Graphic Communications Technology Management
California University of Pennsylvania 2002 — 2006
Bachelor of Science (B.S.), Graphic Communications
Prince George's County Memorial Library System February 2015 - Present
Dreams Alley Design Loft August 2009 - Present
College of Southern Maryland September 2009 - February 2015
Minuteman Press October 2007 - January 2008
BB&T November 2006 - May 2007
Channel Craft Solutions January 2006 - May 2006
Skills
Graphics, Graphic Design, Banners, Customer Service, Microsoft Office, Screen Printing, Brochures, Adobe Creative Suite, HTML, CSS, jQuery, Wireframes, Bootstrap, Digital Printing, Brand Development, Entrepreneurship, User Experience Design, Digital Marketing, JavaScript, Microsoft Publisher, FrontPage, WordPress, Tumblr, Lithography, AJAX Frameworks, Gravure Printing, Illustration, Comic Book Illustration, Drawing, Acrylic Painting, Photography, Data Entry, Advertising
Education
Kean University 2008 — 2009
Master of Science (M.S.), Graphic Communications Technology Management
California University of Pennsylvania 2002 — 2006
Bachelor of Science (B.S.), Graphic Communications
A. Ryan Burton, CFP®, CTFA A. Ryan Burton, CFP®, CTFA's BB&T Experience January 2001 - June 2004
Job President/Owner, Masonboro Wealth Management
Industry Financial Services
Experience
Masonboro Wealth Management August 2013 - Present
Capital Investment Companies August 2013 - Present
Wachovia Securities October 2008 - July 2013
Merrill Lynch June 2004 - October 2008
BB&T January 2001 - June 2004
Skills
Investment Management, Retirement Planning, Estate Planning, Wealth Management, Mutual Funds, Series 63, Series 7, Alternative Investments, Asset Allocation, Retirement, Portfolio Management, Personal Trust..., Stock Trading, Commodity Markets, Personal Financial..., Finance, Long-term Care
Education
University of North Carolina at Wilmington 1996 — 2000
Bachelor of Science (BS), Finance, General
Campbell University
Graduate - Southeastern Trust School, Advanced Trust and Estate Planning
Masonboro Wealth Management August 2013 - Present
Capital Investment Companies August 2013 - Present
Wachovia Securities October 2008 - July 2013
Merrill Lynch June 2004 - October 2008
BB&T January 2001 - June 2004
Skills
Investment Management, Retirement Planning, Estate Planning, Wealth Management, Mutual Funds, Series 63, Series 7, Alternative Investments, Asset Allocation, Retirement, Portfolio Management, Personal Trust..., Stock Trading, Commodity Markets, Personal Financial..., Finance, Long-term Care
Education
University of North Carolina at Wilmington 1996 — 2000
Bachelor of Science (BS), Finance, General
Campbell University
Graduate - Southeastern Trust School, Advanced Trust and Estate Planning
Michele Perrin, CPA, CMB Michele Perrin, CPA, CMB's BB&T Experience October 2015 - Present
Job SVP Western Regional Manager, Warehouse Lending at BB&T Bank
Industry Financial Services
Experience
BB&T October 2015 - Present
Perrin & Associates (www.perrinassoc.com) 714-669-0627 March 2009 - September 2015
JPMORGAN/CHASE BANK March 2008 - March 2009
Washington Mutual January 1998 - March 2008
INDYMAC March 1997 - January 1998
PERRIN & ASSOCIATES September 1992 - March 1997
IMPAC January 1989 - September 1992
SOURCE FINANCE September 1988 - January 1989
PLAZA SAVINGS AND LOAN ASSOCIATION January 1986 - September 1988
DELOITTE TOUCHE & COMPANY August 1981 - December 1985
Skills
Expert Witness, Mortgage Accounting, Mortgage Banking, Warehouse Lending, Mergers & Acquisitions, Mortgage Consulting, Warehouse Due Diligence, Warehouse Lending Credit, Business Process..., Warehousing, Accounting, Credit, Mergers, Private Equity, Due Diligence, Financial Advisory, Loan Servicing, Banking, Loans, Mortgage Lending, Residential Mortgages, Capital Markets, Loan Origination, Real Estate, Finance, FHA, Commercial Lending, Cash Management, Loss Mitigation, Investment Properties, Credit Analysis, Financial Structuring, FHA financing, Securitization, Underwriting, Financial Services, Structured Finance, Investments, Refinance, Government Loans, Financial Analysis, USDA, Funding, Mortgage Servicing, Mortgage Underwriting, VA loans, Commercial Mortgages, Credit Risk, Reverse Mortgages, Real Estate Financing
Education
California State University-Long Beach
B.S, Accounting and Finance
Grosse Ile High School
High School
BB&T October 2015 - Present
Perrin & Associates (www.perrinassoc.com) 714-669-0627 March 2009 - September 2015
JPMORGAN/CHASE BANK March 2008 - March 2009
Washington Mutual January 1998 - March 2008
INDYMAC March 1997 - January 1998
PERRIN & ASSOCIATES September 1992 - March 1997
IMPAC January 1989 - September 1992
SOURCE FINANCE September 1988 - January 1989
PLAZA SAVINGS AND LOAN ASSOCIATION January 1986 - September 1988
DELOITTE TOUCHE & COMPANY August 1981 - December 1985
Skills
Expert Witness, Mortgage Accounting, Mortgage Banking, Warehouse Lending, Mergers & Acquisitions, Mortgage Consulting, Warehouse Due Diligence, Warehouse Lending Credit, Business Process..., Warehousing, Accounting, Credit, Mergers, Private Equity, Due Diligence, Financial Advisory, Loan Servicing, Banking, Loans, Mortgage Lending, Residential Mortgages, Capital Markets, Loan Origination, Real Estate, Finance, FHA, Commercial Lending, Cash Management, Loss Mitigation, Investment Properties, Credit Analysis, Financial Structuring, FHA financing, Securitization, Underwriting, Financial Services, Structured Finance, Investments, Refinance, Government Loans, Financial Analysis, USDA, Funding, Mortgage Servicing, Mortgage Underwriting, VA loans, Commercial Mortgages, Credit Risk, Reverse Mortgages, Real Estate Financing
Education
California State University-Long Beach
B.S, Accounting and Finance
Grosse Ile High School
High School
Carol J Stewart Carol J Stewart's BB&T Experience September 2014 - Present
Job Branch Banker Team Lead at BB&T
Industry Banking
Experience
BB&T September 2014 - Present
BB&T June 2012 - September 2014
BB&T April 2010 - June 2012
BB&T November 2006 - September 2008
Greene Classic Worldwide Transportation February 2004 - November 2006
Skills
Retail Banking, Dependable Team Player, Sales, Employee Training, Cash Handling Experience, Financial Analysis, Customer Service, Relationship Management, Building Relationships, Leadership, Banking, Management, Credit, Small Business Lending, Loans, Consumer Lending
Education
Shorter University 2008 — 2010
Master's degree, Organizational Leadership
Morris Brown College 2001 — 2003
Bachelor of Arts (BA), Sociology
Caldwell College
Sociology
BB&T September 2014 - Present
BB&T June 2012 - September 2014
BB&T April 2010 - June 2012
BB&T November 2006 - September 2008
Greene Classic Worldwide Transportation February 2004 - November 2006
Skills
Retail Banking, Dependable Team Player, Sales, Employee Training, Cash Handling Experience, Financial Analysis, Customer Service, Relationship Management, Building Relationships, Leadership, Banking, Management, Credit, Small Business Lending, Loans, Consumer Lending
Education
Shorter University 2008 — 2010
Master's degree, Organizational Leadership
Morris Brown College 2001 — 2003
Bachelor of Arts (BA), Sociology
Caldwell College
Sociology
Allison Bowman Allison Bowman's BB&T Experience October 2014 - Present
Job Strategic Initiatives Officer at BB&T
Industry Banking
Experience
BB&T October 2014 - Present
BB&T May 2013 - October 2014
BB&T May 2011 - May 2013
South Carolina Farm Bureau Mutual Insurance Co. August 2010 - May 2011
Mechem Law, P.C. June 2010 - August 2010
South Carolina Department of Consumer Affairs August 2009 - April 2010
Institution of International Banking Law and Practice September 2007 - August 2008
Newby, Sartip, Masel & Casper L.L.C. 2007 - 2007
Carrell Homes May 2006 - August 2006
Skills
Risk Management, Financial Services, Legal Writing, Process Improvement, Corporate Governance, Consumer Lending, Credit Risk, Legal Assistance, Policy, Commercial Lending, Legal Research, SharePoint, Licensing, Governance, Compliance, Policy Writing, Policy Analysis, Procedure Analysis, Problem Solving, Process Management, Information Architecture, GRC
Education
BB&T Banking School at Wake Forest University 2013 — 2014
Banking
University of South Carolina School of Law 2009 — 2011
JD, Law
George Mason University School of Law 2007 — 2008
J.D., Law
Campbell University 2003 — 2006
B.A., Religion
BB&T October 2014 - Present
BB&T May 2013 - October 2014
BB&T May 2011 - May 2013
South Carolina Farm Bureau Mutual Insurance Co. August 2010 - May 2011
Mechem Law, P.C. June 2010 - August 2010
South Carolina Department of Consumer Affairs August 2009 - April 2010
Institution of International Banking Law and Practice September 2007 - August 2008
Newby, Sartip, Masel & Casper L.L.C. 2007 - 2007
Carrell Homes May 2006 - August 2006
Skills
Risk Management, Financial Services, Legal Writing, Process Improvement, Corporate Governance, Consumer Lending, Credit Risk, Legal Assistance, Policy, Commercial Lending, Legal Research, SharePoint, Licensing, Governance, Compliance, Policy Writing, Policy Analysis, Procedure Analysis, Problem Solving, Process Management, Information Architecture, GRC
Education
BB&T Banking School at Wake Forest University 2013 — 2014
Banking
University of South Carolina School of Law 2009 — 2011
JD, Law
George Mason University School of Law 2007 — 2008
J.D., Law
Campbell University 2003 — 2006
B.A., Religion
Allyson Earp Allyson Earp's BB&T Experience August 2013 - Present
Job Business Intelligence Team Lead at BB&T
Industry Financial Services
Experience
BB&T August 2013 - Present
BB&T January 2007 - August 2013
BB&T October 2005 - December 2006
FormScape January 2004 - October 2005
FormScape August 2000 - December 2003
Skills
Business Analysis, Project Management, Data Analysis, Data Integration, Data Warehousing, Data Modeling, Business Intelligence, Microstrategy, Crystal Enterprise, Corvus Developer /..., Formscape Developer /..., MicroStrategy Architect, MicroStrategy..., MicroStrategy..., MicroStrategy Object..., SDLC, Databases, ETL, Integration, ERP, Testing, Program Management, Crystal Reports, Management, MicroStrategy
Education
Meredith College 2007 — 2009
MBA
Campbell University 1998 — 2000
Bachelor Science, Computer Science
BB&T August 2013 - Present
BB&T January 2007 - August 2013
BB&T October 2005 - December 2006
FormScape January 2004 - October 2005
FormScape August 2000 - December 2003
Skills
Business Analysis, Project Management, Data Analysis, Data Integration, Data Warehousing, Data Modeling, Business Intelligence, Microstrategy, Crystal Enterprise, Corvus Developer /..., Formscape Developer /..., MicroStrategy Architect, MicroStrategy..., MicroStrategy..., MicroStrategy Object..., SDLC, Databases, ETL, Integration, ERP, Testing, Program Management, Crystal Reports, Management, MicroStrategy
Education
Meredith College 2007 — 2009
MBA
Campbell University 1998 — 2000
Bachelor Science, Computer Science
Scott Greene Scott Greene's BB&T Experience October 2003 - Present
Job Small Business and Retail Banking Manager at BB&T
Industry Banking
Experience
BB&T October 2003 - Present
BB&T September 2000 - Present
BB&T February 2003 - October 2003
BB&T January 2000 - February 2003
BB&T August 1998 - December 1999
BB&T February 1998 - August 1998
Brinker International 1992 - 1998
Skills
Commercial Banking, Loans, Sales Management, Leadership Management, Small Business Lending, Retail Banking, Training, Management, Finance, Sales, Leadership, Banking
Education
Louisiana State University 2002 — 2005
Graduate School of Banking
BB&T Banking School 2001 — 2002
California State University-Northridge 1986 — 1990
B.S, Business Administration with a minor in Marketing
BB&T October 2003 - Present
BB&T September 2000 - Present
BB&T February 2003 - October 2003
BB&T January 2000 - February 2003
BB&T August 1998 - December 1999
BB&T February 1998 - August 1998
Brinker International 1992 - 1998
Skills
Commercial Banking, Loans, Sales Management, Leadership Management, Small Business Lending, Retail Banking, Training, Management, Finance, Sales, Leadership, Banking
Education
Louisiana State University 2002 — 2005
Graduate School of Banking
BB&T Banking School 2001 — 2002
California State University-Northridge 1986 — 1990
B.S, Business Administration with a minor in Marketing
Damon Farnham Damon Farnham's BB&T Experience November 2013 - August 2015
Job Distinguished Technologist (Business Architect) at BB&T
Industry Information Technology and Services
Experience
Practical Wisdom, Inc. October 2007 - Present
BB&T November 2013 - August 2015
North Carolina Department of Transportation March 2013 - September 2013
Toyota Financial Services May 2012 - March 2013
Zenith Insurance Company (United States) 2009 - April 2010
Amgen, Inc. August 2002 - October 2007
Eventconnex, Inc. 2000 - 2001
JADE Solutions 1999 - 2000
VR-1, Inc. 1997 - 1999
ORION Scientific Systems, Inc. 1992 - 1997
Skills
Enterprise Architecture, Business Architecture, SDLC, IT Strategy, Master Data Management, Business Process Design, Integration, SOA, Architecture, Integrity, Solution Architecture, Architectures, Enterprise Software
Education
California Lutheran University
B.S., Computer Information Systems
Practical Wisdom, Inc. October 2007 - Present
BB&T November 2013 - August 2015
North Carolina Department of Transportation March 2013 - September 2013
Toyota Financial Services May 2012 - March 2013
Zenith Insurance Company (United States) 2009 - April 2010
Amgen, Inc. August 2002 - October 2007
Eventconnex, Inc. 2000 - 2001
JADE Solutions 1999 - 2000
VR-1, Inc. 1997 - 1999
ORION Scientific Systems, Inc. 1992 - 1997
Skills
Enterprise Architecture, Business Architecture, SDLC, IT Strategy, Master Data Management, Business Process Design, Integration, SOA, Architecture, Integrity, Solution Architecture, Architectures, Enterprise Software
Education
California Lutheran University
B.S., Computer Information Systems
Devita Artis Devita Artis's BB&T Experience December 2010 - July 2012
Job Customer Service Representative
Industry Banking
Experience
The Fidelity Bank July 2012 - Present
BB&T December 2010 - July 2012
Cracker Barrel February 2010 - November 2010
Skills
Typing, Writing, Mathematics, Troubleshooting
Education
North Carolina Central University 2014 — 2016
Bachelor's Degree, Business Administration and Management, General
Campbell University 2008 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Charles B. Aycock High School
The NC School of Science and
High School Diploma
The Fidelity Bank July 2012 - Present
BB&T December 2010 - July 2012
Cracker Barrel February 2010 - November 2010
Skills
Typing, Writing, Mathematics, Troubleshooting
Education
North Carolina Central University 2014 — 2016
Bachelor's Degree, Business Administration and Management, General
Campbell University 2008 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Charles B. Aycock High School
The NC School of Science and
High School Diploma
Cindy Register Cindy Register's BB&T Experience Trust Regulatory and Compliance OfficerBB&T2007 - Present
Job Trust Regulatory and Compliance Officer at BB&T
Industry Financial Services
Experience
BB&T Trust Regulatory and Compliance OfficerBB&T2007 - Present
Skills
Financial Services, Portfolio Management, Banking, Risk Management, Investments, Retirement Planning, Wealth Management, Mutual Funds, Series 7, Management, Retirement, Credit, 401k
Education
Campbell University 1988 — 1992
Bachelor of Business Administration (B.B.A.) - Trust Managment, Business, Trust Management, Financial Planning
BB&T Trust Regulatory and Compliance OfficerBB&T2007 - Present
Skills
Financial Services, Portfolio Management, Banking, Risk Management, Investments, Retirement Planning, Wealth Management, Mutual Funds, Series 7, Management, Retirement, Credit, 401k
Education
Campbell University 1988 — 1992
Bachelor of Business Administration (B.B.A.) - Trust Managment, Business, Trust Management, Financial Planning
Garry Fisher Garry Fisher's BB&T Experience October 2005 - July 2013
Job Marketing Strategy | Business Strategy | Program & Project Management | Education | Consulting
Industry Nonprofit Organization Management
Experience
Forsyth Technical Community College January 2015 - Present
Center For Credentialing & Education August 2014 - Present
Independent July 2013 - Present
Center For Credentialing & Education September 2013 - July 2014
BB&T October 2005 - July 2013
BB&T July 2001 - September 2005
Wachovia January 2001 - June 2001
Wachovia July 1999 - December 2000
Wachovia January 1998 - June 1999
Wachovia November 1995 - December 1997
Skills
Banking, Analytics, Segmentation, Financial Analysis, Marketing Strategy, Product Marketing, Cross-functional Team..., Change Leadership, Thought Leadership, Organizational..., Change Management, Product Management, Management, Mergers, Strategic Planning, Strategy, Marketing, Mergers & Acquisitions, Portfolio Management, Risk Management, Business Analysis, Direct Marketing, Entrepreneurship, New Business Development, Financial Services, Leadership, Market Analysis, Analysis, CRM, Business Intelligence, Brand Management, Program Management, Forecasting, Vendor Management, Finance, Project Management, Integrated Marketing, Budgets, Sales, Executive Management, P&L Management, Pricing, Marketing Management, Product Development, Training, Competitive Analysis, Credit, Business Development, Marketing Research, Sales Management
Education
Loyola Marymount University, College of Business Administration 1983 — 1987
MBA, marketing, finance, international bus.
California State University-Long Beach 1976 — 1978
BA, Economics
Forsyth Technical Community College January 2015 - Present
Center For Credentialing & Education August 2014 - Present
Independent July 2013 - Present
Center For Credentialing & Education September 2013 - July 2014
BB&T October 2005 - July 2013
BB&T July 2001 - September 2005
Wachovia January 2001 - June 2001
Wachovia July 1999 - December 2000
Wachovia January 1998 - June 1999
Wachovia November 1995 - December 1997
Skills
Banking, Analytics, Segmentation, Financial Analysis, Marketing Strategy, Product Marketing, Cross-functional Team..., Change Leadership, Thought Leadership, Organizational..., Change Management, Product Management, Management, Mergers, Strategic Planning, Strategy, Marketing, Mergers & Acquisitions, Portfolio Management, Risk Management, Business Analysis, Direct Marketing, Entrepreneurship, New Business Development, Financial Services, Leadership, Market Analysis, Analysis, CRM, Business Intelligence, Brand Management, Program Management, Forecasting, Vendor Management, Finance, Project Management, Integrated Marketing, Budgets, Sales, Executive Management, P&L Management, Pricing, Marketing Management, Product Development, Training, Competitive Analysis, Credit, Business Development, Marketing Research, Sales Management
Education
Loyola Marymount University, College of Business Administration 1983 — 1987
MBA, marketing, finance, international bus.
California State University-Long Beach 1976 — 1978
BA, Economics
Marcus Gustafson Marcus Gustafson's BB&T Experience November 2014 - Present
Job Corporate Trust Services Head at BB&T
Industry Financial Services
Experience
BB&T November 2014 - Present
Wells Fargo June 2012 - August 2014
Citi 2009 - 2011
Citi 2004 - 2009
BNY Mellon 2001 - 2004
Lehman Brothers 2000 - 2001
JP Morgan Chase 1993 - 2000
Bank of America 1991 - 1993
Skills
Financial Services, Mergers & Acquisitions, Banking, Structured Finance, Finance, Start-ups, Business Development, Derivatives, Business Strategy, Capital Markets, Business Planning, Securitization, Financial Markets, Hedge Funds, Management, New Business Development, Vendor Management, Credit, Strategic Planning, Strategy, Product Development, Project Finance, Mergers, Sales Management, Business Relationship..., Negotiation, Commercial Banking, Financial Analysis, Business Intelligence, Budgets, Business Analysis, Alternative Investments, Customer Service, Team Building, Key Account Management, Trade Finance, Fund Of Funds, Business Management, Direct Sales, Trust Management, International Project..., Market Analysis, Staff Management, Portfolio Management, CRM, P&L Management, Competitive Analysis, Leadership, Financial Risk, Relationship Management
Education
Cal Poly San Luis Obispo
Graduate Studies, Business and Computer Applications
Humboldt State University
Bachelor of Science, Finance
BB&T November 2014 - Present
Wells Fargo June 2012 - August 2014
Citi 2009 - 2011
Citi 2004 - 2009
BNY Mellon 2001 - 2004
Lehman Brothers 2000 - 2001
JP Morgan Chase 1993 - 2000
Bank of America 1991 - 1993
Skills
Financial Services, Mergers & Acquisitions, Banking, Structured Finance, Finance, Start-ups, Business Development, Derivatives, Business Strategy, Capital Markets, Business Planning, Securitization, Financial Markets, Hedge Funds, Management, New Business Development, Vendor Management, Credit, Strategic Planning, Strategy, Product Development, Project Finance, Mergers, Sales Management, Business Relationship..., Negotiation, Commercial Banking, Financial Analysis, Business Intelligence, Budgets, Business Analysis, Alternative Investments, Customer Service, Team Building, Key Account Management, Trade Finance, Fund Of Funds, Business Management, Direct Sales, Trust Management, International Project..., Market Analysis, Staff Management, Portfolio Management, CRM, P&L Management, Competitive Analysis, Leadership, Financial Risk, Relationship Management
Education
Cal Poly San Luis Obispo
Graduate Studies, Business and Computer Applications
Humboldt State University
Bachelor of Science, Finance
Cravon Williams's BB&T Experience April 2013 - Present
Job Complaint Resolution Manager at BB&T
Industry Financial Services
Experience
BB&T April 2013 - Present
BB&T June 2011 - March 2013
BB&T 2005 - 2011
BB&T 2000 - 2005
BB&T 1995 - 2000
Skills
Loans, Small Business Lending, Credit Analysis, Retail Banking, Portfolio Management, Commercial Banking, Underwriting, Banking, Consumer Lending, Credit, Commercial Lending, Deposits, Analysis, Lines Of Credit, Credit Risk, Insurance, Cross Selling, Financial Services, Loan Origination, Relationship Management, Mortgage Lending, Financial Risk, Mortgage Banking
Education
North Carolina State University 1980 — 1984
B.A. in Business Management and Economics
Campbell University
MBA
BB&T April 2013 - Present
BB&T June 2011 - March 2013
BB&T 2005 - 2011
BB&T 2000 - 2005
BB&T 1995 - 2000
Skills
Loans, Small Business Lending, Credit Analysis, Retail Banking, Portfolio Management, Commercial Banking, Underwriting, Banking, Consumer Lending, Credit, Commercial Lending, Deposits, Analysis, Lines Of Credit, Credit Risk, Insurance, Cross Selling, Financial Services, Loan Origination, Relationship Management, Mortgage Lending, Financial Risk, Mortgage Banking
Education
North Carolina State University 1980 — 1984
B.A. in Business Management and Economics
Campbell University
MBA
Harold Liles's BB&T Experience February 2013 - Present
Job Commercial Relationship Officer at BB&T IRONMAN Finisher
Industry Banking
Experience
BB&T February 2013 - Present
Wells Fargo January 2012 - February 2013
Synovus May 2009 - January 2012
Gateway Bank & Trust Company, Inc October 2005 - May 2009
SunTrust / Central Carolina Bank August 2000 - October 2005
United States Navy and The United States Marine Corps November 1984 - December 1991
Skills
Commercial Banking, Portfolio Management, Investment Banking, Private Banking
Education
Campbell University 1996 — 1998
MBA, Finance
East Carolina University 1990 — 1992
Bachelor of Arts, Economics
BB&T February 2013 - Present
Wells Fargo January 2012 - February 2013
Synovus May 2009 - January 2012
Gateway Bank & Trust Company, Inc October 2005 - May 2009
SunTrust / Central Carolina Bank August 2000 - October 2005
United States Navy and The United States Marine Corps November 1984 - December 1991
Skills
Commercial Banking, Portfolio Management, Investment Banking, Private Banking
Education
Campbell University 1996 — 1998
MBA, Finance
East Carolina University 1990 — 1992
Bachelor of Arts, Economics
Gerald Craig, CFP®, CLU®, ChFC®'s BB&T Experience June 1985 - June 1987
Job Managing Partner, Carolina Planning Consultants, LLP
Industry Financial Services
Experience
Carolina Planning Consultants, LLP January 1995 - Present
New York Life Insurance Company January 1993 - January 1995
Provident Life and Accident January 1992 - January 1993
Paul Revere Insurance Group October 1989 - January 1992
New York Life Insurance Company July 1987 - September 1989
BB&T June 1985 - June 1987
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Insurance, Financial Services, Risk Management, Retirement, Estate Planning, Portfolio Management, Asset Allocation, Investments, Investment Strategies, Asset Management, Series 6, Series 24, Series 65, Series 63, Long Term Care Insurance, Life & Health Insurance..., Medicare Supplement, Retirement Income..., College Education..., Portfolio Analysis, Trust Services, Charitable Gift Planning, Business Succession..., Budgets, Risk Assessment, Annuities, Disability Insurance, Financial Planning, Series 7, Investment Advisory, Finance, Fixed Annuities
Education
Campbell University 1981 — 1985
BBA, Trust Management
College for Financial Planning
Certified Financial Planner (CFP®)
FIke High School
FIke High School
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
Carolina Planning Consultants, LLP January 1995 - Present
New York Life Insurance Company January 1993 - January 1995
Provident Life and Accident January 1992 - January 1993
Paul Revere Insurance Group October 1989 - January 1992
New York Life Insurance Company July 1987 - September 1989
BB&T June 1985 - June 1987
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Insurance, Financial Services, Risk Management, Retirement, Estate Planning, Portfolio Management, Asset Allocation, Investments, Investment Strategies, Asset Management, Series 6, Series 24, Series 65, Series 63, Long Term Care Insurance, Life & Health Insurance..., Medicare Supplement, Retirement Income..., College Education..., Portfolio Analysis, Trust Services, Charitable Gift Planning, Business Succession..., Budgets, Risk Assessment, Annuities, Disability Insurance, Financial Planning, Series 7, Investment Advisory, Finance, Fixed Annuities
Education
Campbell University 1981 — 1985
BBA, Trust Management
College for Financial Planning
Certified Financial Planner (CFP®)
FIke High School
FIke High School
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
Phillip Bray Phillip Bray's BB&T Experience 2004 - 2006
Job Principal at KPMG
Industry Financial Services
Experience
KPMG September 2015 - Present
KPMG LLP 2007 - Present
BB&T 2004 - 2006
BB&T 2000 - 2005
Skills
Asset Allocation, Retirement Planning, Investment Advisory, Restructuring, Credit Risk, Team Leadership, Financial Analysis, Financial Modeling, Asset Managment, Banking, Loans, Management, Cash Management, Investment Banking, Financial Services, Risk Management, Credit Analysis, Finance, Investments, Mergers & Acquisitions, Enterprise Risk..., Hedge Funds, Capital Markets, Financial Risk, Strategic Financial..., Corporate Finance, Due Diligence, Valuation, Credit, Portfolio Management, Fixed Income, Commercial Banking, Treasury Management, Credit Management
Education
Wake Forest University School of Business 1996 — 1998
MBA
Campbell University 1980 — 1984
Business Administration, Economics
KPMG September 2015 - Present
KPMG LLP 2007 - Present
BB&T 2004 - 2006
BB&T 2000 - 2005
Skills
Asset Allocation, Retirement Planning, Investment Advisory, Restructuring, Credit Risk, Team Leadership, Financial Analysis, Financial Modeling, Asset Managment, Banking, Loans, Management, Cash Management, Investment Banking, Financial Services, Risk Management, Credit Analysis, Finance, Investments, Mergers & Acquisitions, Enterprise Risk..., Hedge Funds, Capital Markets, Financial Risk, Strategic Financial..., Corporate Finance, Due Diligence, Valuation, Credit, Portfolio Management, Fixed Income, Commercial Banking, Treasury Management, Credit Management
Education
Wake Forest University School of Business 1996 — 1998
MBA
Campbell University 1980 — 1984
Business Administration, Economics
Michael Willey's BB&T Experience 2005 - 2006
Job Executive Vice President at The Blue Ridge Group, LLC
Industry Staffing and Recruiting
Experience
The Blue Ridge Group, LLC October 2015 - Present
Adams CG August 2013 - September 2015
Manual Woodworkers & Weavers July 2011 - June 2012
Skyland Disributing June 2009 - July 2011
Julius Arthur Seibert and & Company 2007 - 2009
BB&T 2005 - 2006
Prudential Financial 2001 - 2005
Transcapital Fund Advisors, LLC 1997 - 2001
Skills
Executive Search, Recruiting, Permanent Placement, Management, Marketing, Sales, Customer Service, Negotiation, Strategic Planning, Coaching, Sales Management, Business Planning, Team Management, Marketing Strategy, Operations Management, Hiring, Leadership
Education
University of Tennessee-Knoxville - College of Business Administration 1993 — 1994
Bachelor of Science (BS), Business Administration and Management, General
California State University-Long Beach 1991 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Miraleste High 1985 — 1988
The Blue Ridge Group, LLC October 2015 - Present
Adams CG August 2013 - September 2015
Manual Woodworkers & Weavers July 2011 - June 2012
Skyland Disributing June 2009 - July 2011
Julius Arthur Seibert and & Company 2007 - 2009
BB&T 2005 - 2006
Prudential Financial 2001 - 2005
Transcapital Fund Advisors, LLC 1997 - 2001
Skills
Executive Search, Recruiting, Permanent Placement, Management, Marketing, Sales, Customer Service, Negotiation, Strategic Planning, Coaching, Sales Management, Business Planning, Team Management, Marketing Strategy, Operations Management, Hiring, Leadership
Education
University of Tennessee-Knoxville - College of Business Administration 1993 — 1994
Bachelor of Science (BS), Business Administration and Management, General
California State University-Long Beach 1991 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Miraleste High 1985 — 1988
June Brewer's BB&T Experience August 2006 - March 2011
Job Business Banking Officer at Integrity Bank & Trust
Industry Banking
Experience
Integrity Bank & Trust Associate Business BankerIntegrity Bank & TrustJune 2014 - August 2015
Integrity Bank & Trust April 2013 - May 2014
Integrity Bank & Trust January 2013 - April 2013
BB&T August 2006 - March 2011
BB&T February 2005 - August 2006
Pet Supermarket August 2003 - February 2005
Bennigan's August 2001 - July 2003
Animal Emergency Clinic Springfield December 1998 - June 2000
Bennigan's May 1997 - September 1998
Valley Heights Senior Community February 1993 - March 1996
Skills
Finance, Banking, Retail Banking, Cash Management, Commercial Banking, Cross Selling, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Lines Of Credit, Loans, Small Business Lending
Education
Pikes Peak Community College 2012 — 2013
General Studies
Cabrillo College 1994 — 1996
Fire Science/Fire-fighting
Cabrillo College 1994 — 1996
Emergency Medical Technology/Technician (EMT Paramedic)
Integrity Bank & Trust Associate Business BankerIntegrity Bank & TrustJune 2014 - August 2015
Integrity Bank & Trust April 2013 - May 2014
Integrity Bank & Trust January 2013 - April 2013
BB&T August 2006 - March 2011
BB&T February 2005 - August 2006
Pet Supermarket August 2003 - February 2005
Bennigan's August 2001 - July 2003
Animal Emergency Clinic Springfield December 1998 - June 2000
Bennigan's May 1997 - September 1998
Valley Heights Senior Community February 1993 - March 1996
Skills
Finance, Banking, Retail Banking, Cash Management, Commercial Banking, Cross Selling, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Lines Of Credit, Loans, Small Business Lending
Education
Pikes Peak Community College 2012 — 2013
General Studies
Cabrillo College 1994 — 1996
Fire Science/Fire-fighting
Cabrillo College 1994 — 1996
Emergency Medical Technology/Technician (EMT Paramedic)
Bobby Spicer Bobby Spicer's BB&T Experience June 1986 - Present
Job Senior Vice President at BB&T
Industry Financial Services
Experience
BB&T June 1986 - Present
Nowell's Clothing Store June 1983 - May 1986
Skills
Commercial Lending, Small Business Lending, Credit, Commercial Banking, Consumer Lending, Loans, Banking, Credit Analysis, Loan Origination, Credit Risk, Investments, Retirement Planning, Financial Analysis, Insurance, Retail Banking, Finance, Real Estate, VA loans, Small Business, Sales, Investment Properties, Wealth Management, Payment Services, Employee Benefits, Customer Service, Leadership, Management, Public Speaking
Education
Campbell University 1979 — 1983
Bachelor of Business Administration (B.B.A.)
Fayetteville Terry Sanford High School 1977 — 1979
Diploma
BB&T June 1986 - Present
Nowell's Clothing Store June 1983 - May 1986
Skills
Commercial Lending, Small Business Lending, Credit, Commercial Banking, Consumer Lending, Loans, Banking, Credit Analysis, Loan Origination, Credit Risk, Investments, Retirement Planning, Financial Analysis, Insurance, Retail Banking, Finance, Real Estate, VA loans, Small Business, Sales, Investment Properties, Wealth Management, Payment Services, Employee Benefits, Customer Service, Leadership, Management, Public Speaking
Education
Campbell University 1979 — 1983
Bachelor of Business Administration (B.B.A.)
Fayetteville Terry Sanford High School 1977 — 1979
Diploma
Eric Espey Eric Espey's BB&T Experience December 2007 - Present
Job Commercial Portfolio Manager at BB&T
Industry Financial Services
Experience
BB&T December 2007 - Present
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Loans, Credit, Underwriting, Lines Of Credit, Asset Based Lending, Consumer Lending, Banking, Portfolio Management, Credit Risk, Commercial Mortgages, Cross Selling, Loan Origination
Education
Campbell University 2002 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Campbell University 2002 — 2007
Bachelor of Business Administration (BBA), Trust & Investment Management
Forestview
Forestview
BB&T December 2007 - Present
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Loans, Credit, Underwriting, Lines Of Credit, Asset Based Lending, Consumer Lending, Banking, Portfolio Management, Credit Risk, Commercial Mortgages, Cross Selling, Loan Origination
Education
Campbell University 2002 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Campbell University 2002 — 2007
Bachelor of Business Administration (BBA), Trust & Investment Management
Forestview
Forestview
Ever Owens's BB&T Experience October 2011 - August 2015
Job Vice President, Managing Trust Administration Officer with Trust Company of North Carolina
Industry Financial Services
Experience
Trust Company of North Carolina September 2015 - Present
BB&T October 2011 - August 2015
Wells Fargo 2005 - 2011
Skills
Investments, Fiduciary, Wealth Management, Banking, Retirement Planning, Portfolio Management, Financial Planning, Asset Management, Risk Management, Estate Planning, Financial Analysis
Education
Campbell University
Bachelor of Business Administration (BBA) Trust and Investment Management, Minor Financial Planning
Campbell University
Master of Business Administration (MBA)
Trust Company of North Carolina September 2015 - Present
BB&T October 2011 - August 2015
Wells Fargo 2005 - 2011
Skills
Investments, Fiduciary, Wealth Management, Banking, Retirement Planning, Portfolio Management, Financial Planning, Asset Management, Risk Management, Estate Planning, Financial Analysis
Education
Campbell University
Bachelor of Business Administration (BBA) Trust and Investment Management, Minor Financial Planning
Campbell University
Master of Business Administration (MBA)
Leigh Tyndall Leigh Tyndall's BB&T Experience December 1999 - February 2007
Job Human Resource Manager VetPride Services, Inc.
Industry Human Resources
Experience
Golden Years/Liberty Health Care and Rehab April 2012 - October 2013
SunTrust Bank February 2007 - September 2007
BB&T December 1999 - February 2007
Skills
Advertising, Marketing Communications, Marketing, Social Media, Event Planning, Strategic Planning, Public Relations, Customer Service, Email Marketing, Account Management, Sales, Social Networking
Education
Campbell University
Bachelor of Arts (BA), Mass Communication/ Public Relations
Golden Years/Liberty Health Care and Rehab April 2012 - October 2013
SunTrust Bank February 2007 - September 2007
BB&T December 1999 - February 2007
Skills
Advertising, Marketing Communications, Marketing, Social Media, Event Planning, Strategic Planning, Public Relations, Customer Service, Email Marketing, Account Management, Sales, Social Networking
Education
Campbell University
Bachelor of Arts (BA), Mass Communication/ Public Relations
Chrishana Robertson Chrishana Robertson's BB&T Experience May 2015 - Present
Job College Graduate
Industry Accounting
Experience
BB&T May 2015 - Present
W.C. Construction Company, LLC February 2015 - May 2015
WC Construction June 2014 - December 2014
Dynamic Acquisitions May 2012 - August 2012
Piedmont Auto Sales Network May 2011 - August 2011
Skills
Customer Service, Microsoft Excel, PowerPoint, Data Entry, Windows 7, Windows 8, Microsoft Outlook, Dropbox, Sharefile, Administration, Filing, QuickBooks, Administrative..., Microsoft Word, Microsoft Office, Access, Teamwork, Time Management, Research, Outlook
Education
Campbell University
Bachelor of Business Administration (BBA), Accounting
BB&T May 2015 - Present
W.C. Construction Company, LLC February 2015 - May 2015
WC Construction June 2014 - December 2014
Dynamic Acquisitions May 2012 - August 2012
Piedmont Auto Sales Network May 2011 - August 2011
Skills
Customer Service, Microsoft Excel, PowerPoint, Data Entry, Windows 7, Windows 8, Microsoft Outlook, Dropbox, Sharefile, Administration, Filing, QuickBooks, Administrative..., Microsoft Word, Microsoft Office, Access, Teamwork, Time Management, Research, Outlook
Education
Campbell University
Bachelor of Business Administration (BBA), Accounting
Megan Lively Megan Lively's BB&T Experience 2005 - 2007
Job Marketing and Social Media
Industry Marketing and Advertising
Experience
Shoppes at Brentwood May 2013 - Present
Megan Lively 2013 - Present
The Chesson Agency 2010 - 2012
Wilson Chamber of Commerce 2010 - 2011
Chick-fil-A of Wilson 2008 - 2010
BB&T 2005 - 2007
Skills
Marketing, Event Planning, Fundraising, Sales, Social Media, Social Media Marketing, Business Development, Recruiting, Advertising, Public Relations, Marketing Communications, Event Management, Email Marketing, Trade Shows, Social Networking, Online Marketing, Online Advertising, Direct Marketing, Lead Generation, Integrated Marketing, Facebook, Sponsorship, Marketing Research, Marketing Management, Brand Development, Brand Management, Newsletters, Press Releases, Brand Awareness, Market Planning, B2B Marketing, Digital Marketing, Copywriting, Market Research, Internal Communications, YouTube, Google Analytics, SEO, Google Adwords, SEM, Mobile Marketing
Education
Campbell University 1998 — 2002
Bachelor of Arts (B.A.)
Southeastern Theological Seminary 2002 — 2005
Master of Divinity (MDiv)
Shoppes at Brentwood May 2013 - Present
Megan Lively 2013 - Present
The Chesson Agency 2010 - 2012
Wilson Chamber of Commerce 2010 - 2011
Chick-fil-A of Wilson 2008 - 2010
BB&T 2005 - 2007
Skills
Marketing, Event Planning, Fundraising, Sales, Social Media, Social Media Marketing, Business Development, Recruiting, Advertising, Public Relations, Marketing Communications, Event Management, Email Marketing, Trade Shows, Social Networking, Online Marketing, Online Advertising, Direct Marketing, Lead Generation, Integrated Marketing, Facebook, Sponsorship, Marketing Research, Marketing Management, Brand Development, Brand Management, Newsletters, Press Releases, Brand Awareness, Market Planning, B2B Marketing, Digital Marketing, Copywriting, Market Research, Internal Communications, YouTube, Google Analytics, SEO, Google Adwords, SEM, Mobile Marketing
Education
Campbell University 1998 — 2002
Bachelor of Arts (B.A.)
Southeastern Theological Seminary 2002 — 2005
Master of Divinity (MDiv)
Cathy Hamby's BB&T Experience January 1999 - Present
Job MLO at BB&T
Industry Financial Services
Experience
BB&T January 1999 - Present
Skills
Mortgage Lending, Loans, Loan Origination, Credit, Mortgage Banking, Refinance, FHA, Commercial Lending, Banking, Small Business Lending, Credit Analysis, Residential Mortgages, VA loans, USDA, FHA financing
Education
Caldwell Community College and Technical Institute 1980 — 1981
Hibriten High School 1976 — 1980
BB&T January 1999 - Present
Skills
Mortgage Lending, Loans, Loan Origination, Credit, Mortgage Banking, Refinance, FHA, Commercial Lending, Banking, Small Business Lending, Credit Analysis, Residential Mortgages, VA loans, USDA, FHA financing
Education
Caldwell Community College and Technical Institute 1980 — 1981
Hibriten High School 1976 — 1980
Daniel Craver's BB&T Experience June 2013 - August 2013
Job Workplace Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments December 2014 - May 2015
Avesta Communities May 2014 - October 2014
Campbell University August 2009 - May 2014
BB&T June 2013 - August 2013
US Trust June 2012 - August 2012
High Point Bank May 2011 - August 2011
High Point Parks and Recreation May 2006 - July 2006
Skills
Microsoft Office, Excel, PowerPoint, Google Docs, Google Earth, Google Maps, eBay, Calculations, Web Services, Photoshop, Calendars, Online Research, Online Communications, YouTube, Skype, iTunes, Facebook, Blackberry, Android, HTC, Sports Nutrition, Athletic Training, Tennis, Golf, Soccer, Philosophy of Religion, Teamwork, Microsoft Excel, Sports Management, Public Speaking, Customer Service
Education
Campbell University 2009 — 2014
M.B.A, Trust & Wealth Management
Wesleyan Christian Academy 2006 — 2009
Fidelity Investments June 2015 - Present
Fidelity Investments December 2014 - May 2015
Avesta Communities May 2014 - October 2014
Campbell University August 2009 - May 2014
BB&T June 2013 - August 2013
US Trust June 2012 - August 2012
High Point Bank May 2011 - August 2011
High Point Parks and Recreation May 2006 - July 2006
Skills
Microsoft Office, Excel, PowerPoint, Google Docs, Google Earth, Google Maps, eBay, Calculations, Web Services, Photoshop, Calendars, Online Research, Online Communications, YouTube, Skype, iTunes, Facebook, Blackberry, Android, HTC, Sports Nutrition, Athletic Training, Tennis, Golf, Soccer, Philosophy of Religion, Teamwork, Microsoft Excel, Sports Management, Public Speaking, Customer Service
Education
Campbell University 2009 — 2014
M.B.A, Trust & Wealth Management
Wesleyan Christian Academy 2006 — 2009
Ann Hinson Ann Hinson's BB&T Experience October 1996 - March 2006
Job Clinical Administration
Industry Pharmaceuticals
Experience
PPD June 2015 - Present
Axis Orthotics/Atlantic Prosthetic Services February 2011 - March 2015
Accounting and Wealth Management September 2008 - January 2011
SunTrust Bank April 2006 - September 2008
BB&T October 1996 - March 2006
Skills
Tax Accounting, Tax Preparation, Wealth Management, Strategic Financial..., Personal Trust..., Investments, Estate Administration, Commercial Lending, Personal Banking, Medical Billing, Trust Services, Trust Management, Small Business
Education
Campbell University 1986 — 1990
BBA, Trust Management, Investments and Accounting
Northwestern University
ABA National Graduate Trust School
PPD June 2015 - Present
Axis Orthotics/Atlantic Prosthetic Services February 2011 - March 2015
Accounting and Wealth Management September 2008 - January 2011
SunTrust Bank April 2006 - September 2008
BB&T October 1996 - March 2006
Skills
Tax Accounting, Tax Preparation, Wealth Management, Strategic Financial..., Personal Trust..., Investments, Estate Administration, Commercial Lending, Personal Banking, Medical Billing, Trust Services, Trust Management, Small Business
Education
Campbell University 1986 — 1990
BBA, Trust Management, Investments and Accounting
Northwestern University
ABA National Graduate Trust School
Gregory J. Coudriet IV's BB&T Experience October 2011 - August 2013
Job Fiduciary & Portfolio Management Specialist at BB&T Wealth
Industry Banking
Experience
BB&T Wealth August 2013 - Present
BB&T October 2011 - August 2013
Skills
Fiduciary Services, Finance, Estate Planning, Wealth Management, Portfolio Management, Financial Reporting, Banking, Relatioship Management, Financial Planners, Small Business Lending, Financial Analysis, Commercial Banking, Financial Planning, Risk Management, Credit Analysis, Commercial Lending, Loans
Education
Campbell University 2014 — 2015
Master's Degree, Trust and Wealth Management
East Carolina University
Bachelor's Degree, Business
BB&T Wealth August 2013 - Present
BB&T October 2011 - August 2013
Skills
Fiduciary Services, Finance, Estate Planning, Wealth Management, Portfolio Management, Financial Reporting, Banking, Relatioship Management, Financial Planners, Small Business Lending, Financial Analysis, Commercial Banking, Financial Planning, Risk Management, Credit Analysis, Commercial Lending, Loans
Education
Campbell University 2014 — 2015
Master's Degree, Trust and Wealth Management
East Carolina University
Bachelor's Degree, Business
Sarah McDuffie Dart, CTFA's BB&T Experience January 2003 - June 2003
Job Senior Vice President, Senior Trust Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust August 2011 - Present
The Commerce Trust Company April 2005 - August 2011
Bank of America June 2003 - April 2005
BB&T January 2003 - June 2003
Skills
Wealth Management, Estate Planning, Wealth Management..., Asset Allocation, Retirement Planning, Portfolio Management, Trust Services, Investment Advisory, Investment Management, Private Banking, High Net Worth..., Investment Strategies, Trust Management, Wealth, Mutual Funds, Banking, Investments
Education
Campbell University 1998 — 2002
BBA, Trust and Investment Management
U.S. Trust August 2011 - Present
The Commerce Trust Company April 2005 - August 2011
Bank of America June 2003 - April 2005
BB&T January 2003 - June 2003
Skills
Wealth Management, Estate Planning, Wealth Management..., Asset Allocation, Retirement Planning, Portfolio Management, Trust Services, Investment Advisory, Investment Management, Private Banking, High Net Worth..., Investment Strategies, Trust Management, Wealth, Mutual Funds, Banking, Investments
Education
Campbell University 1998 — 2002
BBA, Trust and Investment Management
Jason Hall Jason Hall's BB&T Experience 2002 - 2005
Job Assistant Vice President at Campbell University
Industry Higher Education
Experience
Campbell University November 2008 - Present
Campbell University 2005 - 2008
BB&T 2002 - 2005
Skills
Higher Education, Public Speaking, Research, Data Analysis, Nonprofits, Microsoft Office, PowerPoint, Event Planning, Fundraising, Microsoft Excel, Teaching, Management
Education
Campbell Unviersity 1997 — 1998
Master of Business Administration (M.B.A.)
Campbell University 1993 — 1998
Bachelor of Business Administration (BBA), Trust Management
Campbell University November 2008 - Present
Campbell University 2005 - 2008
BB&T 2002 - 2005
Skills
Higher Education, Public Speaking, Research, Data Analysis, Nonprofits, Microsoft Office, PowerPoint, Event Planning, Fundraising, Microsoft Excel, Teaching, Management
Education
Campbell Unviersity 1997 — 1998
Master of Business Administration (M.B.A.)
Campbell University 1993 — 1998
Bachelor of Business Administration (BBA), Trust Management
Jason Sykes Jason Sykes's BB&T Experience November 2001 - May 2004
Job Client Advisor at SunTrust Private Wealth Management
Industry Banking
Experience
SunTrust Private Wealth Management September 2011 - Present
Wells Fargo May 2004 - September 2011
BB&T November 2001 - May 2004
Skills
Coaching, Music
Education
Campbell University 1996 — 1997
MBA, Business
Campbell University 1992 — 1997
Bachelor of Arts, Trust Management
SunTrust Private Wealth Management September 2011 - Present
Wells Fargo May 2004 - September 2011
BB&T November 2001 - May 2004
Skills
Coaching, Music
Education
Campbell University 1996 — 1997
MBA, Business
Campbell University 1992 — 1997
Bachelor of Arts, Trust Management
Cindy Rosefielde-Keller's BB&T Experience August 2012 - November 2013
Job Contract Management Consultant at MetLife
Industry Legal Services
Experience
MetLife April 2014 - Present
Adams, Howell, Sizemore & Lenfestey, PA January 2014 - April 2014
UnitedLex Corporation December 2013 - December 2013
BB&T August 2012 - November 2013
Womble, Carlyle, Sandridge & Rice September 2009 - July 2012
Sandman, Rosefielde-Keller & Murphy May 1995 - September 2009
Resource Engineering/James M. Green, P.E. February 1993 - May 1995
Law Offices of Michael Goch June 1991 - October 1992
Department of Justice/OCAHO/The Honorable R.B. Schneider August 1990 - May 1991
Immigration and Naturalization Service May 1989 - August 1989
Skills
Corporate Law, Legal Writing, Commercial Litigation, Commercial Real Estate, Leases, Bankruptcy, Due Diligence, Negotiation, Legal Research, Contract Negotiation, Real Estate Transactions, Real Estate, Intellectual Property, Mergers & Acquisitions, Legal Documents, Legal Issues, Pleadings, Document Review, Litigation Support, Legal Assistance, Arbitration, Contract Management, Document Drafting, Condos, Corporate Governance, Joint Ventures, Real Estate Development, Licensing, Hearings, Administrative Law, Contract Law, Legal Advice, Wills, Construction Law, Vendor Contracts, Trials, Appeals
Education
California Western School of Law 1987 — 1990
JD
University of South Florida 1981 — 1985
Bachelor of Arts, International Affairs
MetLife April 2014 - Present
Adams, Howell, Sizemore & Lenfestey, PA January 2014 - April 2014
UnitedLex Corporation December 2013 - December 2013
BB&T August 2012 - November 2013
Womble, Carlyle, Sandridge & Rice September 2009 - July 2012
Sandman, Rosefielde-Keller & Murphy May 1995 - September 2009
Resource Engineering/James M. Green, P.E. February 1993 - May 1995
Law Offices of Michael Goch June 1991 - October 1992
Department of Justice/OCAHO/The Honorable R.B. Schneider August 1990 - May 1991
Immigration and Naturalization Service May 1989 - August 1989
Skills
Corporate Law, Legal Writing, Commercial Litigation, Commercial Real Estate, Leases, Bankruptcy, Due Diligence, Negotiation, Legal Research, Contract Negotiation, Real Estate Transactions, Real Estate, Intellectual Property, Mergers & Acquisitions, Legal Documents, Legal Issues, Pleadings, Document Review, Litigation Support, Legal Assistance, Arbitration, Contract Management, Document Drafting, Condos, Corporate Governance, Joint Ventures, Real Estate Development, Licensing, Hearings, Administrative Law, Contract Law, Legal Advice, Wills, Construction Law, Vendor Contracts, Trials, Appeals
Education
California Western School of Law 1987 — 1990
JD
University of South Florida 1981 — 1985
Bachelor of Arts, International Affairs
Kenneth Ferrell Kenneth Ferrell's BB&T Experience June 2013 - August 2013
Job Compliance/ Risk Management
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
U.S. Trust June 2014 - August 2014
BB&T June 2013 - August 2013
Bullard Furniture May 2012 - August 2012
Skills
Investments, Wealth Management, Accounting, Financial Services, Teamwork, Time Management
Education
Campbell University 2013 — 2015
Master of Business Administration (MBA)
Campbell University 2010 — 2015
BBA in Trust & Wealth Management Pre-Law
Wells Fargo June 2015 - Present
U.S. Trust June 2014 - August 2014
BB&T June 2013 - August 2013
Bullard Furniture May 2012 - August 2012
Skills
Investments, Wealth Management, Accounting, Financial Services, Teamwork, Time Management
Education
Campbell University 2013 — 2015
Master of Business Administration (MBA)
Campbell University 2010 — 2015
BBA in Trust & Wealth Management Pre-Law
Riaz Sayeed Riaz Sayeed's BB&T Experience December 2005 - April 2007
Job Realtor at Exit Results Realty
Industry Real Estate
Experience
Exit Results Realty April 2011 - Present
BB&T December 2005 - April 2007
M & T Bank May 2001 - December 2005
REMAX Realty Group 2005 - 2005
Skills
Sales, Sales Management, Computer Proficiency, Financial Accounting, Telemarketing, Marketing Strategy, Marketing Communications, Market Research, Banking, Investment Banking, Problem Solving, Strategic Financial..., Investors, Real Estate, Real Estate Financing, Consumer Behaviour, Consumer Lending, Consumer Marketing, Retail Banking, Commercial Banking, Bank Management, Investor Relations, Real Estate Transactions, Real Estate License, Real Estate Private..., Loans, Credit Cards, Credit Counseling
Education
California State University-Northridge 1975 — 1980
BS, Health Science
Exit Results Realty April 2011 - Present
BB&T December 2005 - April 2007
M & T Bank May 2001 - December 2005
REMAX Realty Group 2005 - 2005
Skills
Sales, Sales Management, Computer Proficiency, Financial Accounting, Telemarketing, Marketing Strategy, Marketing Communications, Market Research, Banking, Investment Banking, Problem Solving, Strategic Financial..., Investors, Real Estate, Real Estate Financing, Consumer Behaviour, Consumer Lending, Consumer Marketing, Retail Banking, Commercial Banking, Bank Management, Investor Relations, Real Estate Transactions, Real Estate License, Real Estate Private..., Loans, Credit Cards, Credit Counseling
Education
California State University-Northridge 1975 — 1980
BS, Health Science
Cheryl Langston CFP Cheryl Langston CFP's BB&T Experience September 2009 - July 2012
Job Senior Wealth Manager at USAA
Industry Financial Services
Experience
USAA July 2012 - Present
BB&T September 2009 - July 2012
First Citizens State Bank April 2007 - August 2009
Banc One 1998 - 2001
First National Bank & Trust 1994 - 1997
First National Bank & Trust 1991 - 1994
Skills
Strategic Financial..., Wealth Management
Education
Campbell University 1991 — 1991
Southeastern Trust School
University of North Carolina at Chapel Hill 1985 — 1989
Economics
USAA July 2012 - Present
BB&T September 2009 - July 2012
First Citizens State Bank April 2007 - August 2009
Banc One 1998 - 2001
First National Bank & Trust 1994 - 1997
First National Bank & Trust 1991 - 1994
Skills
Strategic Financial..., Wealth Management
Education
Campbell University 1991 — 1991
Southeastern Trust School
University of North Carolina at Chapel Hill 1985 — 1989
Economics
Jason J. Macasieb, GBDS Jason J. Macasieb, GBDS's BB&T Experience November 2012 - Present
Job Account Executive at BB&T
Industry Insurance
Experience
BB&T November 2012 - Present
Wells Fargo Insurance Services January 2011 - December 2012
Wells Fargo Insurance Services January 2009 - February 2011
ABD Insurance and Financial Services August 2007 - December 2008
Kaiser Foundation Health Plan October 2005 - August 2007
Open Solutions 2003 - 2005
United States Marine Corps August 1999 - August 2003
Skills
Account Management, Strategy, Customer Service, Sales, Competitive Analysis, Leadership, Management, Project Planning, Finance, Salesforce.com, Insurance
Education
California State University-East Bay 2003 — 2005
BS, Health Sciences
Peralta Community College 1999 — 2002
AA, Sociology, Mathematics
BB&T November 2012 - Present
Wells Fargo Insurance Services January 2011 - December 2012
Wells Fargo Insurance Services January 2009 - February 2011
ABD Insurance and Financial Services August 2007 - December 2008
Kaiser Foundation Health Plan October 2005 - August 2007
Open Solutions 2003 - 2005
United States Marine Corps August 1999 - August 2003
Skills
Account Management, Strategy, Customer Service, Sales, Competitive Analysis, Leadership, Management, Project Planning, Finance, Salesforce.com, Insurance
Education
California State University-East Bay 2003 — 2005
BS, Health Sciences
Peralta Community College 1999 — 2002
AA, Sociology, Mathematics
Lee Ciani Lee Ciani's BB&T Experience June 2009 - January 2011
Job Staff Accountant
Industry Accounting
Experience
Withheld May 2014 - Present
KIOTI Tractor September 2012 - May 2014
BB&T June 2009 - January 2011
Embarq May 2002 - December 2008
Skills
Accounts Payable, Accounting, Payroll, Microsoft Excel, Management, Financial Reporting, Accounts Receivable, Invoicing, Forecasting, Financial Accounting, Auditing, Financial Analysis, Budgets, General Ledger, Sarbanes-Oxley Act, Analysis, Account Reconciliation, Bank Reconciliation, Accruals, Cash Flow, Journal Entries, Microsoft Solomon, Microsoft Dynamics SL
Education
Campbell University 2011 — 2012
Bachelor's degree, Accounting, Cumulative GPA: 3.77
Fayetteville Technical Community College 1991 — 1995
Associate, Accounting, Cumulative GPA: 3.02
Withheld May 2014 - Present
KIOTI Tractor September 2012 - May 2014
BB&T June 2009 - January 2011
Embarq May 2002 - December 2008
Skills
Accounts Payable, Accounting, Payroll, Microsoft Excel, Management, Financial Reporting, Accounts Receivable, Invoicing, Forecasting, Financial Accounting, Auditing, Financial Analysis, Budgets, General Ledger, Sarbanes-Oxley Act, Analysis, Account Reconciliation, Bank Reconciliation, Accruals, Cash Flow, Journal Entries, Microsoft Solomon, Microsoft Dynamics SL
Education
Campbell University 2011 — 2012
Bachelor's degree, Accounting, Cumulative GPA: 3.77
Fayetteville Technical Community College 1991 — 1995
Associate, Accounting, Cumulative GPA: 3.02
Frances (Opfer) Cronlund, CTFA, CFP®'s BB&T Experience January 1998 — June 2010
Job Certified Financial Planner™ at First Citizens Bank
Industry Banking
Experience
First Citizens Bank - Wealth Management July 2010 — Present
BB&T January 1998 — June 2010
Skills
Investments, Finance, Strategic Planning, Asset Management, Credit, Financial Advisory, Series 7, Securities, Asset Managment, Banking, Insurance, Wealth Management..., Wealth Management, Strategic Financial...
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Wharton Certified Investment Management Analyst Program, Finance and Investments
College for Financial Planning 2003 — 2005
CFP® Education Program
Campbell University 1999 — 1999
Southeastern Trust School
Salem College 1994 — 1997
BA, Business
First Citizens Bank - Wealth Management July 2010 — Present
BB&T January 1998 — June 2010
Skills
Investments, Finance, Strategic Planning, Asset Management, Credit, Financial Advisory, Series 7, Securities, Asset Managment, Banking, Insurance, Wealth Management..., Wealth Management, Strategic Financial...
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Wharton Certified Investment Management Analyst Program, Finance and Investments
College for Financial Planning 2003 — 2005
CFP® Education Program
Campbell University 1999 — 1999
Southeastern Trust School
Salem College 1994 — 1997
BA, Business
Bronal Gary CBE's BB&T Experience October 2007 — March 2010
Job Trust Officer at Wells Fargo
Industry Wealth Management, Banking
Experience
Wells Fargo May 2013 — Present
Kingdom Knock August 2004 — Present
Infovisa August 2012 — January 2013
Wells Fargo March 2011 — June 2012
BB&T October 2007 — March 2010
Aon May 2004 — March 2007
Invesco US January 2001 — June 2003
Skills
Blockchain Technology, Python, Estate Planning, Financial Planning, Trust Management, Executive Benefit..., Wealth Management, Trust Services, Record Keeping, Qualified Retirement..., Non-Qualified Deferred..., Economics, Retirement Savings, Retirement Planning, Administration, Customer Service, Social Media, Music Production, Event Planning, Social Networking, Hip Hop, Coaching, Microsoft Office, Social Media Marketing, Music, Public Speaking, Music Industry, Leadership, Public Relations, Team Building, Event Management, Management, Training, Microsoft Word
Education
Campbell University, Lundy-Fetterman School of Business 1993 — 1998
Bachelor of Business Administration (B.B.A.), Trust Management
University of Michigan - School of Information 2018 — 2018
Python Programming
Wells Fargo May 2013 — Present
Kingdom Knock August 2004 — Present
Infovisa August 2012 — January 2013
Wells Fargo March 2011 — June 2012
BB&T October 2007 — March 2010
Aon May 2004 — March 2007
Invesco US January 2001 — June 2003
Skills
Blockchain Technology, Python, Estate Planning, Financial Planning, Trust Management, Executive Benefit..., Wealth Management, Trust Services, Record Keeping, Qualified Retirement..., Non-Qualified Deferred..., Economics, Retirement Savings, Retirement Planning, Administration, Customer Service, Social Media, Music Production, Event Planning, Social Networking, Hip Hop, Coaching, Microsoft Office, Social Media Marketing, Music, Public Speaking, Music Industry, Leadership, Public Relations, Team Building, Event Management, Management, Training, Microsoft Word
Education
Campbell University, Lundy-Fetterman School of Business 1993 — 1998
Bachelor of Business Administration (B.B.A.), Trust Management
University of Michigan - School of Information 2018 — 2018
Python Programming
Autumn Dickinson's BB&T Experience January 2009 - June 2012
Job Financial Sales Associate
Industry Banking
Experience
Union First Market Bank June 2012 - Present
BB&T January 2009 - June 2012
Chevy Chase Bank April 2005 - November 2007
The Provident Bank February 2001 - April 2005
Skills
Consumer Lending, Loans, Mortgage Lending, Credit Analysis, Credit, Mortgage Banking, Banking, Small Business Lending, Lines Of Credit, Risk Management, Commercial Lending, Customer Service, Home Equity Loans, Home Equity Lines of..., Commercial Banking
Education
Strayer University (VA) 2009 — 2011
Associate of Arts (A.A.), Business Administration
California University of Pennsylvania 1999 — 2000
athletic training
Union First Market Bank June 2012 - Present
BB&T January 2009 - June 2012
Chevy Chase Bank April 2005 - November 2007
The Provident Bank February 2001 - April 2005
Skills
Consumer Lending, Loans, Mortgage Lending, Credit Analysis, Credit, Mortgage Banking, Banking, Small Business Lending, Lines Of Credit, Risk Management, Commercial Lending, Customer Service, Home Equity Loans, Home Equity Lines of..., Commercial Banking
Education
Strayer University (VA) 2009 — 2011
Associate of Arts (A.A.), Business Administration
California University of Pennsylvania 1999 — 2000
athletic training
Jon Bass's BB&T Experience 1984 - Present
Job Community Banking Retail Group Executive
Industry Banking
Experience
BB&T 1984 - Present
Education
Campbell University 1980 — 1984
M.B.A.
BB&T 1984 - Present
Education
Campbell University 1980 — 1984
M.B.A.
Dwayne Mooney's BB&T Experience October 2013 - Present
Job Merger and Acquisition Project Manager at BB&T
Industry Computer Software
Experience
BB&T October 2013 - Present
BB&T July 2012 - October 2013
Connexion Technologies October 2009 - April 2012
Trifolium, Inc. February 1998 - August 2009
GE Capital June 1988 - February 1998
Wake County Public Schools November 1987 - May 1989
Carl D. Southard Associates April 1987 - October 1987
EDS / General Motors April 1986 - March 1987
Skills
Project Planning, Project Finance, Agile Project Management, Six Sigma, Black Belt, Process Improvement, Continuous Improvement, MBA, System Integrators, Strategic Planning, Software Project..., Software Development..., Mentoring, Solution Provider, SDLC, Iterative Design, Waterfall, Joint Ventures, Product Development, Banking, Pharmaceuticals, Telecommunications, Team Building, Matrix Management, Resource Allocation, Resource Management, Financial System..., Education, Manufacturing, Change Management, Process Development, Business Process..., Business Process Design, Business Process..., Web Applications, Online Marketing, Emergency Management, Cross-functional Team..., Systems Analysis, Business Analysis, Management, Vendor Management, Software Documentation, SharePoint, Business Process, Financial Services, Project Management, Leadership, Start-ups, Databases
Education
Campbell University 1989 — 1992
MBA, Business Administration and Management, General
Campbell University 1981 — 1985
Bachelor of Business Administration, Concentration in Data Processing
BB&T October 2013 - Present
BB&T July 2012 - October 2013
Connexion Technologies October 2009 - April 2012
Trifolium, Inc. February 1998 - August 2009
GE Capital June 1988 - February 1998
Wake County Public Schools November 1987 - May 1989
Carl D. Southard Associates April 1987 - October 1987
EDS / General Motors April 1986 - March 1987
Skills
Project Planning, Project Finance, Agile Project Management, Six Sigma, Black Belt, Process Improvement, Continuous Improvement, MBA, System Integrators, Strategic Planning, Software Project..., Software Development..., Mentoring, Solution Provider, SDLC, Iterative Design, Waterfall, Joint Ventures, Product Development, Banking, Pharmaceuticals, Telecommunications, Team Building, Matrix Management, Resource Allocation, Resource Management, Financial System..., Education, Manufacturing, Change Management, Process Development, Business Process..., Business Process Design, Business Process..., Web Applications, Online Marketing, Emergency Management, Cross-functional Team..., Systems Analysis, Business Analysis, Management, Vendor Management, Software Documentation, SharePoint, Business Process, Financial Services, Project Management, Leadership, Start-ups, Databases
Education
Campbell University 1989 — 1992
MBA, Business Administration and Management, General
Campbell University 1981 — 1985
Bachelor of Business Administration, Concentration in Data Processing
Judy Keeter Rollins's BB&T Experience 1992 - Present
Job Senior Vice President, Retail Deposit Management at Branch Banking and Trust
Industry Financial Services
Experience
North Carolina Wesleyan College May 2014 - Present
BB&T 1992 - Present
Branch Banking and Trust June 1992 - April 2014
RBC Centura June 1987 - June 2002
RBC Bank 1987 - 1992
Skills
Banking, Deposits, Loans
Education
Campbell University 1990 — 1993
MBA, Business
Meredith College 1983 — 1987
Business Management and Communications
North Carolina Wesleyan College May 2014 - Present
BB&T 1992 - Present
Branch Banking and Trust June 1992 - April 2014
RBC Centura June 1987 - June 2002
RBC Bank 1987 - 1992
Skills
Banking, Deposits, Loans
Education
Campbell University 1990 — 1993
MBA, Business
Meredith College 1983 — 1987
Business Management and Communications
Heather Ellis's BB&T Experience July 2014 - Present
Job BB&T@Work Group Manager South Florida at BB&T
Industry Banking
Experience
BB&T July 2014 - Present
BB&T July 2011 - Present
Tropical Financial Credit Union June 2007 - May 2010
IBM Southeast Employees Federal CU January 2001 - December 2005
SunTrust Bank July 2005 - November 2005
Skills
Sales, Small Business Lending, Commercial Lending, New Business Development, Customer Service, Business Development, Loans, Financial Services, Sales Operations, Credit Analysis, Consumer Lending, Staff Development, Change Management, Leadership, Coaching, Public Speaking, Finance
Education
California Coast University
BB&T July 2014 - Present
BB&T July 2011 - Present
Tropical Financial Credit Union June 2007 - May 2010
IBM Southeast Employees Federal CU January 2001 - December 2005
SunTrust Bank July 2005 - November 2005
Skills
Sales, Small Business Lending, Commercial Lending, New Business Development, Customer Service, Business Development, Loans, Financial Services, Sales Operations, Credit Analysis, Consumer Lending, Staff Development, Change Management, Leadership, Coaching, Public Speaking, Finance
Education
California Coast University
Anna Houser's BB&T Experience March 2012 - September 2013
Job Collateral Control Analyst at BB&T
Industry Information Technology and Services
Experience
BB&T March 2012 - September 2013
Regulus August 2008 - December 2011
Regulus June 2006 - August 2008
Regulus Integrated Solutions January 2003 - June 2006
Regulus January 2001 - January 2003
Regulus January 1999 - January 2001
Westin Charlotte 1997 - 1998
Skills
Process Improvement, Team Leadership, Strategic Planning, Cross-functional Team..., Vendor Management, Product Management, Training, Salesforce.com, Security, Project Management, Management, Quality Assurance, Leadership, Disaster Recovery, Customer Service
Education
University of North Carolina at Greensboro 1993 — 1996
BS, Travel, Tourism and Commercial Recreation
Campbell University 1992 — 1994
BB&T March 2012 - September 2013
Regulus August 2008 - December 2011
Regulus June 2006 - August 2008
Regulus Integrated Solutions January 2003 - June 2006
Regulus January 2001 - January 2003
Regulus January 1999 - January 2001
Westin Charlotte 1997 - 1998
Skills
Process Improvement, Team Leadership, Strategic Planning, Cross-functional Team..., Vendor Management, Product Management, Training, Salesforce.com, Security, Project Management, Management, Quality Assurance, Leadership, Disaster Recovery, Customer Service
Education
University of North Carolina at Greensboro 1993 — 1996
BS, Travel, Tourism and Commercial Recreation
Campbell University 1992 — 1994
Terry Dick's BB&T Experience April 2014 - Present
Job Manager, Business Development Specialists at BB&T
Industry Financial Services
Experience
BB&T April 2014 - Present
BB&T November 2012 - March 2014
B K Adams and Associates December 2009 - November 2012
Prudential Insurance June 2009 - December 2009
Phoenix Life Insurance Company2006 April 2006 - April 2009
MetLife May 1989 - April 2006
MetLife Financial Services January 2001 - January 2006
MetLife Financial Services January 1997 - January 2000
MetLife Financial Services January 1990 - January 1996
Skills
Fixed Annuities, Insurance, Selling, Financial Advisory, Wealth Management, Estate Planning, Strategic Financial..., Business Development, Small Business, Financial Services, Investments, Asset Allocation, Financial Planners, Finance, Employee Training, Banking, Wealth, Annuity Sales, Relationship Management, Sales, Financial Planning, Retirement Planning, Life Insurance, Retirement, Management, Disability Insurance, Series 7, Leadership, Long-term Care, Mutual Funds, Series 63, Risk Management
Education
California University of Pennsylvania 1983 — 1987
Bachelor of Science (BS), Secondary Education and Teaching
California University of Pennsylvania 1983 — 1987
Bachelor of Science, Education
BB&T April 2014 - Present
BB&T November 2012 - March 2014
B K Adams and Associates December 2009 - November 2012
Prudential Insurance June 2009 - December 2009
Phoenix Life Insurance Company2006 April 2006 - April 2009
MetLife May 1989 - April 2006
MetLife Financial Services January 2001 - January 2006
MetLife Financial Services January 1997 - January 2000
MetLife Financial Services January 1990 - January 1996
Skills
Fixed Annuities, Insurance, Selling, Financial Advisory, Wealth Management, Estate Planning, Strategic Financial..., Business Development, Small Business, Financial Services, Investments, Asset Allocation, Financial Planners, Finance, Employee Training, Banking, Wealth, Annuity Sales, Relationship Management, Sales, Financial Planning, Retirement Planning, Life Insurance, Retirement, Management, Disability Insurance, Series 7, Leadership, Long-term Care, Mutual Funds, Series 63, Risk Management
Education
California University of Pennsylvania 1983 — 1987
Bachelor of Science (BS), Secondary Education and Teaching
California University of Pennsylvania 1983 — 1987
Bachelor of Science, Education
Edmund Elizalde's BB&T Experience May 2006 - May 2008
Job Electrical Engineering Consultant
Industry Construction
Experience
Glumac July 2015 - Present
Critical Facilities Consultants December 2005 - Present
Equinix May 2008 - July 2014
SBC Communications September 1994 - November 2011
Equinix 2008 - 2011
BB&T May 2006 - May 2008
Florida Power & Light January 2006 - May 2008
Shell December 1987 - May 2008
Digital Realty June 2006 - March 2008
Pacific Bell August 1993 - July 2005
Skills
Commissioning, Construction, Construction Management, Contract Negotiation, Data Center, Design Engineering, Electrical Engineering, Energy Efficiency, Engineering, Facilities Management, Generators, Infrastructure, Management, Power Distribution, Project Management, Strategy, Testing, UPS systems, Disaster Recovery, Electricians
Education
California State University-Los Angeles 1977 — 1983
Bachelor of Science, Engineering, Electrical Option
Loyola Marymount University 1975 — 1977
Electrical Engineering
Glumac July 2015 - Present
Critical Facilities Consultants December 2005 - Present
Equinix May 2008 - July 2014
SBC Communications September 1994 - November 2011
Equinix 2008 - 2011
BB&T May 2006 - May 2008
Florida Power & Light January 2006 - May 2008
Shell December 1987 - May 2008
Digital Realty June 2006 - March 2008
Pacific Bell August 1993 - July 2005
Skills
Commissioning, Construction, Construction Management, Contract Negotiation, Data Center, Design Engineering, Electrical Engineering, Energy Efficiency, Engineering, Facilities Management, Generators, Infrastructure, Management, Power Distribution, Project Management, Strategy, Testing, UPS systems, Disaster Recovery, Electricians
Education
California State University-Los Angeles 1977 — 1983
Bachelor of Science, Engineering, Electrical Option
Loyola Marymount University 1975 — 1977
Electrical Engineering
Linda Robeson's BB&T Experience March 2005 - Present
Job Senior Vice President at BB&T
Industry Banking
Experience
BB&T March 2005 - Present
Sandy Spring Bank January 1999 - March 2005
M&T Bank 1985 - 1995
Skills
Commercial Lending, Commercial Banking, Banking, Finance, Customer Service, Financial Services, Accounting, Loans, Middle Market, Credit Analysis, Credit, Small Business Lending, Asset Based Lending, Portfolio Management, Underwriting, Investments, Credit Risk, Financial Analysis
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance
Bucknell University 1976 — 1980
BSBA, Finance
BB&T March 2005 - Present
Sandy Spring Bank January 1999 - March 2005
M&T Bank 1985 - 1995
Skills
Commercial Lending, Commercial Banking, Banking, Finance, Customer Service, Financial Services, Accounting, Loans, Middle Market, Credit Analysis, Credit, Small Business Lending, Asset Based Lending, Portfolio Management, Underwriting, Investments, Credit Risk, Financial Analysis
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance
Bucknell University 1976 — 1980
BSBA, Finance
Lisa Joyner's BB&T Experience October 2002 - April 2007
Job Information Security Analyst I
Industry Information Services
Experience
BB&T (Branch Banking and Trust Co.) 2008 - Present
BB&T Operations Center May 2007 - May 2008
BB&T October 2002 - April 2007
Skills
Security, Mainframe, Vendor Management, Security Audits, Risk Assessment, Banking, Risk Management, Networking, Network Security, Disaster Recovery, Leadership, Information Technology, Management, Information Security, PCI DSS, Business Continuity, ITIL
Education
Campbell University 1993 — 1995
Pre-Law
BB&T (Branch Banking and Trust Co.) 2008 - Present
BB&T Operations Center May 2007 - May 2008
BB&T October 2002 - April 2007
Skills
Security, Mainframe, Vendor Management, Security Audits, Risk Assessment, Banking, Risk Management, Networking, Network Security, Disaster Recovery, Leadership, Information Technology, Management, Information Security, PCI DSS, Business Continuity, ITIL
Education
Campbell University 1993 — 1995
Pre-Law
Trey Hancock's BB&T Experience May 2010 - Present
Job Business Application Support
Industry Financial Services
Experience
Hancock Tech Solutions September 2013 - Present
BB&T May 2010 - Present
BB&T October 2003 - March 2010
BB&T December 2002 - October 2003
BB&T October 2001 - December 2002
First Citizens Bank August 2000 - October 2001
Campbell University January 1999 - January 2000
Skills
Employee Benefits
Education
Campbell University 1995 — 2000
BBA, Trust Management
Campbell University 1995 — 2000
BBA, Computer Information Systems
Hancock Tech Solutions September 2013 - Present
BB&T May 2010 - Present
BB&T October 2003 - March 2010
BB&T December 2002 - October 2003
BB&T October 2001 - December 2002
First Citizens Bank August 2000 - October 2001
Campbell University January 1999 - January 2000
Skills
Employee Benefits
Education
Campbell University 1995 — 2000
BBA, Trust Management
Campbell University 1995 — 2000
BBA, Computer Information Systems
Chip Langdale, CIMA®'s BB&T Experience June 2014 - Present
Job Regional Portfolio Manager at BB&T Wealth
Industry Investment Management
Experience
BB&T June 2014 - Present
SunTrust Bank June 2010 - May 2014
Bank of America - US Trust June 2006 - August 2010
Skills
Portfolio Management, Investment Management, Investment Advisory, Wealth Management, Alternative Investments, Investment Strategies, Finance, Private Banking, Wealth Management..., Asset Management, Asset Allocation, High Net Worth..., Series 7, Mutual Funds, Equities, Investments
Education
Wharton School of Business 2008 — 2009
Campbell University 2004 — 2005
East Carolina University 1996 — 2000
BB&T June 2014 - Present
SunTrust Bank June 2010 - May 2014
Bank of America - US Trust June 2006 - August 2010
Skills
Portfolio Management, Investment Management, Investment Advisory, Wealth Management, Alternative Investments, Investment Strategies, Finance, Private Banking, Wealth Management..., Asset Management, Asset Allocation, High Net Worth..., Series 7, Mutual Funds, Equities, Investments
Education
Wharton School of Business 2008 — 2009
Campbell University 2004 — 2005
East Carolina University 1996 — 2000
Dan Schmidt, CISA's BB&T Experience December 2010 - January 2015
Job Security, Risk and Compliance Analyst at Citrix
Industry Information Technology and Services
Experience
Citrix January 2015 - Present
BB&T December 2010 - January 2015
NC Office of the State Auditor March 2007 - December 2010
State Employees' Credit Union March 2002 - March 2007
Computer Task Group January 2001 - February 2002
TrainerSoft October 2000 - January 2001
Anvil Digital Solutions October 1998 - October 2000
Skills
Information Security, CISA, Risk Management, Risk Assessment, Auditing, Security, Internal Audit, Process Improvement, IT Audit, Financial Risk, Banking, Enterprise Risk..., Governance, Information Security..., Business Continuity, COBIT, Internal Controls, Sarbanes-Oxley Act, Fraud, Information Technology, Sarbanes-Oxley, CISSP, PCI DSS
Education
Campbell University 2001 — 2004
MBA, General Business
East Carolina University - College of Business 1998 — 2000
BSBA, Management Information Systems
Citrix January 2015 - Present
BB&T December 2010 - January 2015
NC Office of the State Auditor March 2007 - December 2010
State Employees' Credit Union March 2002 - March 2007
Computer Task Group January 2001 - February 2002
TrainerSoft October 2000 - January 2001
Anvil Digital Solutions October 1998 - October 2000
Skills
Information Security, CISA, Risk Management, Risk Assessment, Auditing, Security, Internal Audit, Process Improvement, IT Audit, Financial Risk, Banking, Enterprise Risk..., Governance, Information Security..., Business Continuity, COBIT, Internal Controls, Sarbanes-Oxley Act, Fraud, Information Technology, Sarbanes-Oxley, CISSP, PCI DSS
Education
Campbell University 2001 — 2004
MBA, General Business
East Carolina University - College of Business 1998 — 2000
BSBA, Management Information Systems
Kenna McFarland's BB&T Experience February 2013 - Present
Job Sales & Service Officer at BB&T
Industry Financial Services
Experience
BB&T February 2013 - Present
SunTrust Bank March 1996 - January 2013
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Banking, Credit, Portfolio Management, Financial Analysis, Loans, Consumer Lending, Small Business Lending, Credit Risk, Loan Origination, Lines Of Credit, Underwriting, Commercial Mortgages, Risk Management
Education
Campbell University 1990 — 1995
MBA, Trust Management, Financial Planning
BB&T February 2013 - Present
SunTrust Bank March 1996 - January 2013
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Banking, Credit, Portfolio Management, Financial Analysis, Loans, Consumer Lending, Small Business Lending, Credit Risk, Loan Origination, Lines Of Credit, Underwriting, Commercial Mortgages, Risk Management
Education
Campbell University 1990 — 1995
MBA, Trust Management, Financial Planning
Brenda Boyer's BB&T Experience March 2010 - Present
Job SVP / Portfolio Risk OfficerTeam Leader at BB&T
Industry Banking
Experience
BB&T March 2010 - Present
Frontier Bank October 2008 - January 2009
Frontier Bank September 2004 - January 2009
Commercial Federal Bank September 2001 - August 2004
First Union National Bank December 1997 - July 2001
River City Bank January 1996 - December 1997
Education
Pacific Coast Banking School 2008 — 2010
Banking
California State University-Sacramento
Bachelor of Arts
BB&T March 2010 - Present
Frontier Bank October 2008 - January 2009
Frontier Bank September 2004 - January 2009
Commercial Federal Bank September 2001 - August 2004
First Union National Bank December 1997 - July 2001
River City Bank January 1996 - December 1997
Education
Pacific Coast Banking School 2008 — 2010
Banking
California State University-Sacramento
Bachelor of Arts
Greg Daughtry's BB&T Experience December 2005 - Present
Job Business Analyst at BB&T
Industry Financial Services
Experience
BB&T December 2005 - Present
SunTrust Bank June 2003 - November 2005
RBC December 2000 - May 2003
First Union National Bank April 1995 - December 2000
Education
Campbell University 1985 — 1989
Bachelor of Arts (B.A.), English/Communications
BB&T December 2005 - Present
SunTrust Bank June 2003 - November 2005
RBC December 2000 - May 2003
First Union National Bank April 1995 - December 2000
Education
Campbell University 1985 — 1989
Bachelor of Arts (B.A.), English/Communications
Barbara Svantner's BB&T Experience May 2008 - August 2009
Job Operations Manager at One Risk Group, LLC
Industry Insurance
Experience
One Risk Group, LLC August 2009 - Present
BB&T May 2008 - August 2009
Union Bank April 2003 - May 2008
Tanner Insurance Brokers, Inc. September 1997 - April 2003
Arthur J. Gallagher & Co. September 1994 - September 1997
Black/White & Associates September 1989 - September 1994
Skills
Insurance, Property & Casualty..., Workers Compensation, Customer Service, Commercial Insurance, Risk Management, Claims Management, Brokers
Education
California State University-East Bay 1983 — 1988
BS, Political Science
One Risk Group, LLC August 2009 - Present
BB&T May 2008 - August 2009
Union Bank April 2003 - May 2008
Tanner Insurance Brokers, Inc. September 1997 - April 2003
Arthur J. Gallagher & Co. September 1994 - September 1997
Black/White & Associates September 1989 - September 1994
Skills
Insurance, Property & Casualty..., Workers Compensation, Customer Service, Commercial Insurance, Risk Management, Claims Management, Brokers
Education
California State University-East Bay 1983 — 1988
BS, Political Science
Thomas Doe's BB&T Experience July 2004 - June 2006
Job Capital Realty Services, Inc. & Quality First Mortgage
Industry Banking
Experience
Capital Realty Services, Inc. April 2014 - Present
Quality First Mortgage December 2012 - Present
Access National Bank October 2011 - March 2012
Presidential Bank August 2007 - October 2011
HSBC July 2006 - July 2007
BB&T July 2004 - June 2006
Provident Bank (Cincinnati Oh) November 1996 - September 2003
Union Bank July 1975 - August 1996
Skills
Commercial Lending, Loans, Banking, Commercial Banking, Credit, Commercial Mortgages, Investments
Education
California State University-Long Beach - College of Business Administration 1972 — 1975
BS - Finance, Corporate Finance
Capital Realty Services, Inc. April 2014 - Present
Quality First Mortgage December 2012 - Present
Access National Bank October 2011 - March 2012
Presidential Bank August 2007 - October 2011
HSBC July 2006 - July 2007
BB&T July 2004 - June 2006
Provident Bank (Cincinnati Oh) November 1996 - September 2003
Union Bank July 1975 - August 1996
Skills
Commercial Lending, Loans, Banking, Commercial Banking, Credit, Commercial Mortgages, Investments
Education
California State University-Long Beach - College of Business Administration 1972 — 1975
BS - Finance, Corporate Finance
Jeffrey McKay's BB&T Experience
Job Executive Vice President at BB&T
Industry Financial Services
Experience
BB&T
Skills
Banking, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Real Estate, Credit, Financial Analysis, Risk Management, Credit Risk, Portfolio Management, Loans, Underwriting, Consumer Lending, Finance, Loan Origination, Mortgage Lending, Management, Retail Banking, Lines Of Credit, Leadership, Investments, Asset Based Lending, Relationship Management, Financial Services, Cash Management, Treasury Management
Education
Stonier Graduate School of Banking at the University of Delaware 1997 — 1999
Graduated with Distinction, Banking and Finance
Campbell University 1982 — 1986
Bachelors in Business Administration
BB&T
Skills
Banking, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Real Estate, Credit, Financial Analysis, Risk Management, Credit Risk, Portfolio Management, Loans, Underwriting, Consumer Lending, Finance, Loan Origination, Mortgage Lending, Management, Retail Banking, Lines Of Credit, Leadership, Investments, Asset Based Lending, Relationship Management, Financial Services, Cash Management, Treasury Management
Education
Stonier Graduate School of Banking at the University of Delaware 1997 — 1999
Graduated with Distinction, Banking and Finance
Campbell University 1982 — 1986
Bachelors in Business Administration
A. Wayne McLeod's BB&T Experience August 2009 - Present
Job Investment Services at BB&T
Industry Financial Services
Experience
BB&T August 2009 - Present
SunTrust Bank 2002 - 2009
Wells Fargo Financial 1990 - 2002
Bank of America September 1983 - July 1990
Skills
Series 7, Wealth Management, Retirement Planning, Estate Planning, Investments, Fixed Income, Trusts, Series 66, Annuity, Annuities
Education
No Schools listed 1979 — 1983
BBA, Trust/Estate Management
BB&T August 2009 - Present
SunTrust Bank 2002 - 2009
Wells Fargo Financial 1990 - 2002
Bank of America September 1983 - July 1990
Skills
Series 7, Wealth Management, Retirement Planning, Estate Planning, Investments, Fixed Income, Trusts, Series 66, Annuity, Annuities
Education
No Schools listed 1979 — 1983
BBA, Trust/Estate Management
Kyle Mahle's BB&T Experience April 2015 - Present
Job Financial Planning Analyst BB&T Wealth
Industry Financial Services
Experience
BB&T April 2015 - Present
Bank of America November 2012 - March 2015
Wells Fargo June 2011 - November 2012
Skills
Wealth Management..., Wealth Management, Trust Services, High Net Worth..., Retirement Planning, Private Banking, Estate Planning, Investment Management, Banking
Education
Campbell University 2006 — 2011
Masters in Business Administration, BBA in Trust and Wealth Management
BB&T April 2015 - Present
Bank of America November 2012 - March 2015
Wells Fargo June 2011 - November 2012
Skills
Wealth Management..., Wealth Management, Trust Services, High Net Worth..., Retirement Planning, Private Banking, Estate Planning, Investment Management, Banking
Education
Campbell University 2006 — 2011
Masters in Business Administration, BBA in Trust and Wealth Management
Hank Dunbar's BB&T Experience March 2004 - September 2014
Job Manager, Charitable and Philanthropic Services at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank October 2014 - Present
BB&T March 2004 - September 2014
Skills
Management, Banking, Microsoft Office, Leadership, Financial Analysis, Risk Management, Sales, Finance, Project Management, Customer Service, Credit
Education
Campbell University, Norman Adrian Wiggins School of Law 1989 — 1992
Juris Doctor, Law
Campbell University 1978 — 1981
Bachelor of Science (BS), Political Science and Government
First Citizens Bank October 2014 - Present
BB&T March 2004 - September 2014
Skills
Management, Banking, Microsoft Office, Leadership, Financial Analysis, Risk Management, Sales, Finance, Project Management, Customer Service, Credit
Education
Campbell University, Norman Adrian Wiggins School of Law 1989 — 1992
Juris Doctor, Law
Campbell University 1978 — 1981
Bachelor of Science (BS), Political Science and Government
Chris Barnes, CFP®'s BB&T Experience May 2007 - Present
Job Financial Planning Strategist at BB&T
Industry Financial Services
Experience
BB&T May 2007 - Present
Skills
Wealth Management, Strategic Financial..., Credit, Investments, Portfolio Management, Financial Analysis, Retirement Planning, Loans, Credit Analysis, Wealth
Education
Campbell University 2006 — 2007
Masters of Trust and Wealth Management
North Carolina State University 2000 — 2004
B.S.
BB&T May 2007 - Present
Skills
Wealth Management, Strategic Financial..., Credit, Investments, Portfolio Management, Financial Analysis, Retirement Planning, Loans, Credit Analysis, Wealth
Education
Campbell University 2006 — 2007
Masters of Trust and Wealth Management
North Carolina State University 2000 — 2004
B.S.
Cara Lynn Vogel's BB&T Experience June 1989 - December 1995
Job State Coordinator at Christian Women's Job Corps of NC, Inc
Industry Religious Institutions
Experience
Christian Women's Job Corps of NC, Inc January 2007 - Present
Woman's Missionary Union of NC, Inc January 1996 - June 2013
BB&T June 1989 - December 1995
Skills
Public Speaking, Nonprofits, Leadership Development, Volunteer Management, Teaching, Fundraising, Community Outreach, Strategic Planning, Event Planning, Program Development, Organizational..., Leadership, Editing, Public Relations, Team Building, Higher Education, Preaching, Community Development, Staff Development, Social Networking
Education
Campbell University 2000 — 2007
MACE, Preschool & Children Certification
Meredith College 1985 — 1989
Bachelor of Arts (B.A.), English
Christian Women's Job Corps of NC, Inc January 2007 - Present
Woman's Missionary Union of NC, Inc January 1996 - June 2013
BB&T June 1989 - December 1995
Skills
Public Speaking, Nonprofits, Leadership Development, Volunteer Management, Teaching, Fundraising, Community Outreach, Strategic Planning, Event Planning, Program Development, Organizational..., Leadership, Editing, Public Relations, Team Building, Higher Education, Preaching, Community Development, Staff Development, Social Networking
Education
Campbell University 2000 — 2007
MACE, Preschool & Children Certification
Meredith College 1985 — 1989
Bachelor of Arts (B.A.), English
Lauren Huynh's BB&T Experience May 2010 - Present
Job Business Relationship Manager Vice President at BBT Bank
Industry Commercial Real Estate
Experience
BB&T May 2010 - Present
SunTrust Bank July 2014 - October 2014
BBVA Compass November 2007 - February 2009
Mercantile Potomac Bank (PNC Bank) August 2005 - October 2007
Union bank of california September 2000 - March 2005
Skills
Consumer Lending, Small Business Lending, Commercial Lending, Business Planning, Community Outreach, Retail Banking, Commercial Banking, Team Building, Loans, Leadership, Banking, Credit, Risk Management
Education
California State Polytechnic University-Pomona 1990 — 1993
Business Administration and Management, General
University of South Carolina-Columbia 1988 — 1990
1988, Business Administration and Management, General
BB&T May 2010 - Present
SunTrust Bank July 2014 - October 2014
BBVA Compass November 2007 - February 2009
Mercantile Potomac Bank (PNC Bank) August 2005 - October 2007
Union bank of california September 2000 - March 2005
Skills
Consumer Lending, Small Business Lending, Commercial Lending, Business Planning, Community Outreach, Retail Banking, Commercial Banking, Team Building, Loans, Leadership, Banking, Credit, Risk Management
Education
California State Polytechnic University-Pomona 1990 — 1993
Business Administration and Management, General
University of South Carolina-Columbia 1988 — 1990
1988, Business Administration and Management, General
Bethanie Homer McCullough's BB&T Experience January 1999 - January 2001
Job Account Manager at Delta Data Software
Industry Information Technology and Services
Experience
Delta Data Software September 2013 - Present
SunGard October 2010 - September 2013
SunGard 2007 - September 2013
SunGard 2005 - 2007
The EI Group, Inc. January 2002 - June 2003
The EI Group, Inc. January 2001 - 2002
BB&T January 1999 - January 2001
Skills
Business Relationship..., Account Management, Solution Selling, Project Management, Product Management, Cross-functional Team..., Leadership, Business Analysis, Business Planning, Salesforce.com
Education
Campbell University 1995 — 1999
BA, Mass Communications
Delta Data Software September 2013 - Present
SunGard October 2010 - September 2013
SunGard 2007 - September 2013
SunGard 2005 - 2007
The EI Group, Inc. January 2002 - June 2003
The EI Group, Inc. January 2001 - 2002
BB&T January 1999 - January 2001
Skills
Business Relationship..., Account Management, Solution Selling, Project Management, Product Management, Cross-functional Team..., Leadership, Business Analysis, Business Planning, Salesforce.com
Education
Campbell University 1995 — 1999
BA, Mass Communications
Jeremy Beakes, CTFA's BB&T Experience June 2000 - June 2004
Job Vice President, Wealth Management Advisor at BB&T Wealth Management
Industry Financial Services
Experience
BB&T Wealth Management June 2000 - Present
BB&T June 2000 - June 2004
Skills
Trust Management, Banking, Estate Planning, Wealth Management, Risk Management, Retirement Planning, Commercial Lending, Strategic Financial..., Investments, 401k, Investment Advisory, Series 63, Investment Management, Wealth, Financial Advisory, Credit Analysis, Asset Allocation, Private Banking, Wealth Management..., High Net Worth..., Finance, Series 7, Series 65, Trust Services, Retirement, Securities, Portfolio Management, Investment Strategies, Asset Management, Loans, IRAs, Credit
Education
Campbell University 1999 — 2000
MBA, Management
Campbell University 1995 — 2000
BBA, Trust & Investment Management
BB&T Wealth Management June 2000 - Present
BB&T June 2000 - June 2004
Skills
Trust Management, Banking, Estate Planning, Wealth Management, Risk Management, Retirement Planning, Commercial Lending, Strategic Financial..., Investments, 401k, Investment Advisory, Series 63, Investment Management, Wealth, Financial Advisory, Credit Analysis, Asset Allocation, Private Banking, Wealth Management..., High Net Worth..., Finance, Series 7, Series 65, Trust Services, Retirement, Securities, Portfolio Management, Investment Strategies, Asset Management, Loans, IRAs, Credit
Education
Campbell University 1999 — 2000
MBA, Management
Campbell University 1995 — 2000
BBA, Trust & Investment Management
Daniel Stahl's BB&T Experience July 2014 - Present
Job Senior Internal Auditor at BB&T
Industry Banking
Experience
BB&T July 2014 - Present
Uwharrie Capital Corp July 2012 - July 2014
Skills
R, Quantitative Analytics, Quantitative Finance, Derivatives, Stochastic Calculus, Time Series Analysis, C++, Matlab, SQL, Statistics, SAS, JavaScript, HTML5, PHP, Node.js
Education
University of North Carolina at Charlotte 2011 — 2013
MS, Mathematical Finance, 4.0
Calvin College 2007 — 2011
Bachelor of Arts (B.A.), Economics
BB&T July 2014 - Present
Uwharrie Capital Corp July 2012 - July 2014
Skills
R, Quantitative Analytics, Quantitative Finance, Derivatives, Stochastic Calculus, Time Series Analysis, C++, Matlab, SQL, Statistics, SAS, JavaScript, HTML5, PHP, Node.js
Education
University of North Carolina at Charlotte 2011 — 2013
MS, Mathematical Finance, 4.0
Calvin College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Doug Roberson's BB&T Experience January 2013 - Present
Job at
Industry Banking
Experience
BB&T January 2013 - Present
BB&T April 2012 - Present
RBC Bank January 2011 - June 2012
RBC Bank October 2009 - December 2010
RBC Bank February 2007 - October 2009
RBC Bank May 2006 - February 2007
RBC Bank February 2005 - January 2007
RBC Bank July 2002 - December 2004
Skills
Commercial Banking, Credit Analysis, Loans, Credit, Risk Management, Portfolio Management, Commercial Lending
Education
Campbell University
Masters, Business Administration
North Carolina State University
Bachelor of Science, Business Management; Finance
BB&T January 2013 - Present
BB&T April 2012 - Present
RBC Bank January 2011 - June 2012
RBC Bank October 2009 - December 2010
RBC Bank February 2007 - October 2009
RBC Bank May 2006 - February 2007
RBC Bank February 2005 - January 2007
RBC Bank July 2002 - December 2004
Skills
Commercial Banking, Credit Analysis, Loans, Credit, Risk Management, Portfolio Management, Commercial Lending
Education
Campbell University
Masters, Business Administration
North Carolina State University
Bachelor of Science, Business Management; Finance
Chad Pearce's BB&T Experience January 2006 - December 2011
Job Technology Specialist at Trident Technology Solutions
Industry Computer Software
Experience
Trident Technology Solutions May 2015 - Present
Allscripts January 2014 - Present
HCL Technologies June 2013 - December 2013
SMD Software (SiteLink) March 2012 - June 2013
ACS XEROX Company December 2011 - March 2012
BB&T January 2006 - December 2011
Skills
Active Directory, Technical Support, Troubleshooting, Windows 7, Servers, Customer Service, XP, Computer Hardware, A+ Certified, System Administration, Laptops, Windows Server
Education
Campbell University 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Campbell University 1993 — 1997
Bachelor of Arts (BA), Political Science and Government
Trident Technology Solutions May 2015 - Present
Allscripts January 2014 - Present
HCL Technologies June 2013 - December 2013
SMD Software (SiteLink) March 2012 - June 2013
ACS XEROX Company December 2011 - March 2012
BB&T January 2006 - December 2011
Skills
Active Directory, Technical Support, Troubleshooting, Windows 7, Servers, Customer Service, XP, Computer Hardware, A+ Certified, System Administration, Laptops, Windows Server
Education
Campbell University 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Campbell University 1993 — 1997
Bachelor of Arts (BA), Political Science and Government
Anginetta Newton's BB&T Experience October 2000 - July 2008
Job Student at Capella University
Industry Computer Networking
Experience
Greene Lamp Inc June 2009 - May 2010
BB&T October 2000 - July 2008
Education
Capella University 2010 — 2013
Master of Science, Health Information Systems
Campbell University 1990 — 1994
Bachelor of Business Administration, Computer Information Systems
Greene Lamp Inc June 2009 - May 2010
BB&T October 2000 - July 2008
Education
Capella University 2010 — 2013
Master of Science, Health Information Systems
Campbell University 1990 — 1994
Bachelor of Business Administration, Computer Information Systems
Aparna Tamhane, MBA, CPA's BB&T Experience May 2013 - April 2014
Job Cisco Systems
Industry Accounting
Experience
Cisco May 2014 - Present
BB&T May 2013 - April 2014
Credit Suisse March 2007 - August 2012
Vaco Resources August 2006 - March 2007
North Carolina Office of the State Auditor November 2005 - May 2006
D.E.Gatewood and Company, CPAs June 2000 - July 2002
Skills
Financial Reporting, Variance Analysis, General Ledger, Financial Analysis, Account Reconciliation, Sarbanes-Oxley, US GAAP, Financial Accounting, IFRS, PeopleSoft, Microsoft Office, Financial Audits, Internal Controls, Financial Statements, QuickBooks, Month End Close, Hyperion Essbase, Planning Budgeting &...
Education
Campbell University 2002 — 2005
MBA, Business Administration
Cisco May 2014 - Present
BB&T May 2013 - April 2014
Credit Suisse March 2007 - August 2012
Vaco Resources August 2006 - March 2007
North Carolina Office of the State Auditor November 2005 - May 2006
D.E.Gatewood and Company, CPAs June 2000 - July 2002
Skills
Financial Reporting, Variance Analysis, General Ledger, Financial Analysis, Account Reconciliation, Sarbanes-Oxley, US GAAP, Financial Accounting, IFRS, PeopleSoft, Microsoft Office, Financial Audits, Internal Controls, Financial Statements, QuickBooks, Month End Close, Hyperion Essbase, Planning Budgeting &...
Education
Campbell University 2002 — 2005
MBA, Business Administration
Frank Jilek's BB&T Experience May 1989 - Present
Job Marketing Specialist at BB&T
Industry Financial Services
Experience
BB&T May 1989 - Present
Welsh & Associates May 1985 - May 1989
Brunswick Corporation 1981 - 1985
Skills
Marketing, Direct Marketing, Marketing Strategy, Email Marketing, Market Research, Marketing Analytics, Database Marketing, Brand Management, Customer Acquisition, Lead Generation, Relationship Management, Marketing Research, Property & Casualty..., Risk Management, Sales, Professional Liability
Education
California State University-Los Angeles 1975 — 1981
Bachelor of Science (B.S.), Business/Marketing
BB&T May 1989 - Present
Welsh & Associates May 1985 - May 1989
Brunswick Corporation 1981 - 1985
Skills
Marketing, Direct Marketing, Marketing Strategy, Email Marketing, Market Research, Marketing Analytics, Database Marketing, Brand Management, Customer Acquisition, Lead Generation, Relationship Management, Marketing Research, Property & Casualty..., Risk Management, Sales, Professional Liability
Education
California State University-Los Angeles 1975 — 1981
Bachelor of Science (B.S.), Business/Marketing
Carper Stacey's BB&T Experience April 1996 - Present
Job Sales & Service Leader at BB&T
Industry Financial Services
Experience
BB&T April 1996 - Present
Skills
Small Business Lending, Retail Banking, Leadership, Credit, Consumer Lending
Education
Campbell University
Bachelor of Business Administration (BBA), Business Administration and Management, General
BB&T April 1996 - Present
Skills
Small Business Lending, Retail Banking, Leadership, Credit, Consumer Lending
Education
Campbell University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Darrell Black's BB&T Experience April 2001 - November 2011
Job Programmer Analyst at NC State Employees Credit Union
Industry Information Technology and Services
Experience
NC State Employees Credit Union November 2011 - Present
BB&T April 2001 - November 2011
Bottler Systems May 1998 - April 2001
Administration of the Office of the Courts December 1996 - April 1998
Tradewinds Internation Airlines July 1992 - November 1996
Food Lion January 1984 - July 1993
Skills
COBOL, VSAM, SQL, DB2, SQL Server Management..., JCL, Visual Studio, C#, VBScript, CICS, General Ledger, Accounts Payable, Inventory, TSO, Serena Changeman, Expeditor, IBM AS/400, Fileaid, Geac
Education
Campbell University 1988 — 1990
Bachelor of Business Administration (B.B.A.), Computer Information Systems
NC State Employees Credit Union November 2011 - Present
BB&T April 2001 - November 2011
Bottler Systems May 1998 - April 2001
Administration of the Office of the Courts December 1996 - April 1998
Tradewinds Internation Airlines July 1992 - November 1996
Food Lion January 1984 - July 1993
Skills
COBOL, VSAM, SQL, DB2, SQL Server Management..., JCL, Visual Studio, C#, VBScript, CICS, General Ledger, Accounts Payable, Inventory, TSO, Serena Changeman, Expeditor, IBM AS/400, Fileaid, Geac
Education
Campbell University 1988 — 1990
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Barbara Bristow's BB&T Experience June 2005 - July 2009
Job Executive Assistant at East Carolina University Brody School of Medicine
Industry Executive Office
Experience
East Carolina University Brody School of Medicine July 2010 - May 2015
BB&T June 2005 - July 2009
Skills
Organization Skills, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning
Education
Campbell University 2006 — 2006
Certification, Trust
Nash Community College 1994 — 1996
Associate's degree, Accounting
Campbell University 1977 — 1981
Bachelor of Science (BS), Business Family and Consumer Sciences/Human Sciences
East Carolina University Brody School of Medicine July 2010 - May 2015
BB&T June 2005 - July 2009
Skills
Organization Skills, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning
Education
Campbell University 2006 — 2006
Certification, Trust
Nash Community College 1994 — 1996
Associate's degree, Accounting
Campbell University 1977 — 1981
Bachelor of Science (BS), Business Family and Consumer Sciences/Human Sciences
Daniel Jernigan's BB&T Experience January 2011 - Present
Job Audit Project Manager at BB&T
Industry Financial Services
Experience
BB&T January 2011 - Present
BB&T 2008 - December 2010
BB&T 2005 - 2008
BB&T June 2005 - December 2005
Skills
Auditing, Banking, Wealth Management, Accounting, Enterprise Risk..., Finance, Financial Analysis, Financial Planning, Financial Risk, Internal Audit, Risk Assessment, Risk Management, Sarbanes-Oxley Act
Education
Campbell University 2000 — 2005
Master of Business Administration (MBA)
Campbell University 2000 — 2005
Bachelor of Business Administration (BBA), Trust and Investment Management with a minor in Financial Planning
BB&T January 2011 - Present
BB&T 2008 - December 2010
BB&T 2005 - 2008
BB&T June 2005 - December 2005
Skills
Auditing, Banking, Wealth Management, Accounting, Enterprise Risk..., Finance, Financial Analysis, Financial Planning, Financial Risk, Internal Audit, Risk Assessment, Risk Management, Sarbanes-Oxley Act
Education
Campbell University 2000 — 2005
Master of Business Administration (MBA)
Campbell University 2000 — 2005
Bachelor of Business Administration (BBA), Trust and Investment Management with a minor in Financial Planning
Larry Allen's BB&T Experience February 2000 - September 2014
Job Senior Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2014 - Present
BB&T February 2000 - September 2014
Skills
Wealth Management, Series 7, Retirement Planning, Investments, Portfolio Management, Asset Allocation, Investment Advisory, Asset Management
Education
Campbell University
PNC Wealth Management October 2014 - Present
BB&T February 2000 - September 2014
Skills
Wealth Management, Series 7, Retirement Planning, Investments, Portfolio Management, Asset Allocation, Investment Advisory, Asset Management
Education
Campbell University
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO