Central Carolina Bank & Trust
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Central Carolina Bank & Trust Employees
Yadkin Bank June 2013 - Present
RC Services July 2010 - June 2013
SunTrust Banks, Inc. January 2001 - June 2010
Central Carolina Bank & Trust February 1989 - January 2001
Skills
•Experience..., •Adept at leading and..., • Experience in public..., • Proficient with..., • Experience managing..., • Tenacious and..., • Experience working..., • Excellent..., • Conversant in German, Commercial Lending, Tenacious, Public Speaking, Consumer, Underwriting, Solid Professional..., Communicative Skills, Interpersonal..., Banking, Commercial Banking, Leadership, Mortgage Lending, Part Of A Team, German, Elite, Management, Investments, Credit, Small Business Lending, Credit Analysis, Consumer Lending, Loan Origination, Loans, Finance, Branch Banking, Mortgage Banking, Credit Risk, Lines Of Credit, Financial Services, Cross Selling, Sales, Customer Retention, Refinance, Branch Management, Asset Based Lending, Relationship Management, Treasury Management, Risk Management, Commercial Mortgages, Credit Cards, SBA
Education
Graduate School of Banking at Louisiana State University 2000 — 2002
2002 Graduate, Bank Management
RMA East Carolina University 1997 — 1997
Certificate, Advanced Commercial Lending
American Institute of Banking 1989 — 1993
Certificate, Consumer and Commercial Lending
University of North Carolina at Chapel Hill 1979 — 1983
Bachelors of Arts, Political Science and History
Keller Williams Realty November 2012 - Present
Allen Tate Realtors April 2004 - November 2012
Habitat for Humanity of Greater Greensboro May 2012 - October 2012
Central Carolina Bank & Trust February 1999 - October 2002
Skills
Buyer Representation, Relocation, Referrals, First Time Home Buyers, Listings, Single Family Homes, Real Estate, Move Up Buyers, Residential Homes, Investments, New Home Sales, Condos, Recruiting, Buyers, Townhomes, Non-profit Volunteer, Non-profit Boards, Property
Education
Appalachian State University 1992 — 1996
BSBA, Marketing
NC School of Banking @ UNC- Chapel Hill
Allegacy Federal Credit Union September 2007 - Present
SunTrust Investment Services January 2005 - September 2007
Central Carolina Bank & Trust 2000 - 2005
Morgan Stanley Smith Barney July 1991 - May 2000
Hyatt Hotels Corporation January 1989 - June 1991
Stouffer Hotels August 1986 - January 1989
Wake Forest University July 1980 - May 1986
Elon College July 1979 - June 1980
Federal Law Enforcement Training Center May 1978 - July 1979
Skills
Retirement Planning, Strategic Financial..., Series 7, Fixed Annuities, IRAs, Mutual Funds, Wealth Management, Portfolio Management, Retirement, Series 63, Series 24, Asset Allocation, Financial Services, Financial Planners, Financial Advisory, Investments, Finance, Financial Risk, Investment Advisory, Pensions, Wealth Preservation..., Life Coaching, Financial Planning, Wealth Management..., Needs Analysis
Education
College of Financial Planning 2011 — 2012
Financial Planning Certification
University of Virginia 1977 — 1979
M. Ed., Sports Medicine
North Carolina State University 1973 — 1977
B.S., Zoology
First Citizens Bank August 2013 - Present
Cardinal State Bank January 2008 - September 2012
SunTrust Bank December 2000 - December 2007
Lexington State Bank (now NewBridge Bank) September 1992 - November 2000
Central Carolina Bank & Trust February 1979 - September 1992
Skills
Loans, Credit, Commercial Lending, Banking, Mortgage Lending, Commercial Banking, Underwriting, Portfolio Management, Real Estate, Loan Origination, Small Business Lending, Credit Analysis, Credit Risk, Financial Analysis, Investments, Finance, Consumer Lending, Investment Properties, Construction Loans, Commercial Real Estate, Asset Management, Financial Risk, Corporate Finance, Risk Management, Due Diligence, Strategic Financial..., Cash Management, Valuation, Lines Of Credit, Commercial Mortgages, Mortgage
Education
Stonier Graduate School of Banking 1989 — 1991
Diploma, Banking
North Carolina State University 1974 — 1978
B.A. (2), Economics & Business Management
Lindstrom Travel December 2013 - Present
Tribble Travel August 2011 - December 2013
Central Carolina Bank & Trust May 1988 - May 1993
Skills
Tourism, Leisure Travel, Cruises, Travel Planning, Vacation, Tour Operators, Leisure, Adventure Travel, Incentive Travel, Family Vacations, Business Travel, Honeymoons, Online Travel, Travel Management, Car Rental, Hospitality, Sabre, Resorts
Education
College of DuPage 2010 — 2012
Certificate in travel & tourism, Travel and Tourism
University of Illinois at Urbana-Champaign 1982 — 1984
Bachelor of Arts (B.A.), Spanish Language and Literature
Elmhurst College 1981 — 1982
Spanish
Marquette University 1980 — 1981
Spanish
Morgan Stanley February 2011 - Present
The Commonwealth Institute for Fiscal Analysis 2011 - January 2014
Wells Fargo Advisors, LLC 2009 - 2011
Northstar Academy 2008 - 2011
US Trust; Bank of America Private Wealth Management 2000 - 2009
Nationwide Insurance/Frangenberg Insurance Agency, Inc 1991 - 2000
Central Carolina Bank & Trust 1996 - 1998
Skills
Credit, Financial Planning, Banking, Series 7, Wealth Management, Asset Managment, Investments, Loans, Consulting, Holistic Financial..., Team Leadership, Partnerships, Strategic Financial..., Asset Management, Financial Advisory, Insurance, Private Banking, Series 63, Wealth, Finance, High Net Worth..., Retirement Planning, Portfolio Management, Wealth Management..., Financial Services, Credit Analysis, Relationship Management, Commercial Lending, Treasury Management, Credit Risk, Residential Mortgages, Strategic Planning, FINRA, Securities
Education
The College of William and Mary - The Mason School of Business 2001 — 2004
MBA, MBA: Finance
East Carolina University 1991 — 1996
BSBA, Marketing
Gate City Advisors, LLC June 2012 - Present
Financial Independence Group 2013 - 2014
Financial Independence Group 2013 - 2014
Oak Ridge Wealth Management February 2005 - June 2012
Central Carolina Bank & Trust January 1998 - February 2005
Education
University of North Carolina at Greensboro 1994 — 1998
Bachelor's degree, Finance, General
inVentiv Health Commercial Account Executive, Immunology SalesDiplomat Specialty PharmacyNovember 2014 - May 2015
Novartis March 2004 - February 2014
Boone County Public Schools January 1999 - January 2004
Central Carolina Bank & Trust September 1990 - June 1996
Skills
Team Building, Leadership, Pharmaceutical Sales, Gastroenterology, Sales, Cardiology, Pharmaceutical Industry, Sales Effectiveness, Neurology, OB/GYN, Sales Operations, Endocrinology, Rheumatology, Osteoporosis, Urology, Product Launch
Education
Northern Kentucky University
BA
University of Tennessee-Knoxville
Granville Communications, LLC May 2004 - October 2009
Manpower July 2002 - May 2004
Royal Home Fashions Inc January 2002 - July 2002
Manpower January 2001 - December 2001
Tatum & Strouse October 2000 - January 2001
Manpower June 2000 - October 2000
The Health Effect, Inc November 1999 - June 2000
Lapetite Academy July 1999 - October 1999
White Rabbit Daycare November 1998 - July 1999
Central Carolina Bank & Trust September 1998 - December 1998
Skills
Typing, Office Administration, Payroll, Administrative..., Data Entry
Education
Colorado Technical University 2014 — 2016
South Granville High School
J. Vollmer Associates, LLC 2013 - Present
Binary Tree 2008 - 2012
Duke University 2002 - 2004
The LeBlanc Group 2001 - 2002
netASPx & Balrae Associates 1999 - 2001
Central Carolina Bank & Trust 1998 - 1999
BCBSNC 1994 - 1998
Skills
Messaging, Performance Management, Talent Management, Recruiting, Compensation Structure..., Consulting, Human Resources, Employment Law, Employee Relations, Project Management, Rypple / Work.com, Microsoft Technologies, Operations Management, Employee Benefits, Cloud Computing, Program Management, SharePoint, Compensation Structures, Enterprise Software, Management, Strategy, Team Leadership, Onboarding, Hiring, Coaching, Strategic Planning, Training, Leadership, Management Consulting
Education
University of North Carolina at Chapel Hill
Coastal Federal Credit Union April 2010 - Present
NC State University 2000 - 2005
Triangle Bank 1997 - 2000
Central Carolina Bank & Trust 1991 - 1997
Skills
Internal Audit, Internal Controls, Risk Assessment, Process Improvement
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1986 — 1990
BS, Business
Duke University Health System 2004 - Present
Central Carolina Bank & Trust 1993 - 2003
Skills
Human Resources, Business Service..., Banking Operations, Finance and Accounting, Business Administration, Performance Motivation, Continuous Improvement
Education
Penn Foster
Bachelor's Degree, Business Administration, Management and Operations
Durham Technical Community College
Certificate, Human Resources Management
Durham Technical Community College
Associate's Degree, Operations Management /Business Administration and Supervision, Graduated with Honors - Magna Cum Laude
Durham Technical Community College
Diploma, Business Administration/Operations Management, Graduated with Honors
Alamance Community College 1989 — 1990
Business Offfice Technology
MAERSK INC January 2000 - Present
MAERSK INC January 2001 - January 2005
Maersk Inc January 2000 - January 2001
HOVNANIAN MORTGAGE January 1999 - January 2000
Central Carolina Bank & Trust January 1997 - January 1999
CENTRAL CAROLINA BANK & TRUST January 1989 - January 1999
Central Carolina Bank & Trust January 1994 - January 1997
Security Bank & Trust January 1989 - January 1994
Skills
SAP, Shipping, Transportation, Sales, Credit, Banking, Process Engineering, Training, Accounts Payable, Finance, Financial Reporting, Forecasting, Process Improvement, Strategy, Analysis, Logistics, Account Reconciliation, Operations Management, Management
Education
University of North Carolina at Wilmington 1984 — 1988
B.S, Accountancy
Jones Senior High 1980 — 1984
Jones Senior High
Jones Senior High