First Charter Bank
First Charter Bank, a subsidiary of First Charter Corporation, was a bank headquartered in Charlotte, North Carolina, United States. From its 1888 founding as Concord National Bank until its 2001 move to Charlotte, the bank was headquartered in Concord, North Carolina. The bank became part of Fifth Third Bank in 2008. Founded: 1888 Parent organization: Fifth Third Bank
First Charter Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Charter Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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First Charter Bank Employees
Peoples Bank May 2007 - Present
First Charter Bank November 2003 - May 2007
First Union Bank February 1998 - October 2001
Skills
Credit, Banking, Small Business Lending, Credit Analysis, Retail Banking, Loan Origination, Real Estate, Credit Risk, Cash Flow, Asset Management, Budgets, Business Development, Cash Management, Commercial Mortgages, Customer Service, Leadership, Sales, Small Business, Loans, Consumer Lending, Commercial Lending, Financial Analysis, Sales Management, New Business Development, Management, Strategic Planning, Commercial Banking, Marketing Strategy, Portfolio Management, Underwriting, Financial Services, Relationship Management, Finance, Business Planning, Marketing, Negotiation, Contract Negotiation, Lines Of Credit, Financial Risk
Education
Coastal Carolina University 1993 — 1997
Bachelor of Science, Finance
Femfessionals LLC April 2013 - Present
Regions Bank September 2011 - June 2015
NC Wildlife Federation August 2011 - January 2015
SunTrust Bank April 2004 - August 2011
First Charter Bank April 1999 - February 2004
Skills
Commercial Lending, Agriculture, Treasury Management, Community Relations, Customer Relations, Foreign Exchange..., Banking, Cash Flow, Business Development, Cash Management, Commercial Banking, Community Development, Credit, Credit Analysis, Customer Service, Deposits, Finance, Lines Of Credit, Loans, Nonprofits, Retail Banking, Small Business Lending, Commercial Mortgages, Loan Origination, Sales, Portfolio Management, Management, Financial Analysis, Consumer Lending, Risk Management, Credit Risk, Leadership, Underwriting, Financial Services, Relationship Management, Team Building, Financial Risk, Strategic Planning, Mortgage Lending
Education
Appalachian State University 1990 — 1994
American History (United States)
Appalachian State University
American History (United States)
Virginia Tech
TransFund Senior Sales Executive,VPTransFundApril 2003 - Present
TransFund April 2003 - Present
First Charter Bank April 1999 - May 2001
Moody National Bank January 1992 - May 1999
Bank One April 1985 - February 1991
Skills
Banking, Treasury Management, Strategic Planning, Credit, Sales, Loans, Leadership, Customer Service, Financial Analysis, New Business Development, Vendor Management, Risk Management, Executive Management, Management, Team Building
Education
The University of Charleston
Bachelor of Arts (B.A.), History/English
Caswell Risk Advisory, LLC May 2010 - Present
Guggenheim Securities 2012 - 2013
United Western Bank 2010 - 2010
Native American Bank 2008 - 2010
First Charter Bank 2005 - 2007
Integra Bank 2002 - 2005
RBC Bank - RBC Centura Banks, Inc. - Centura Banks, Inc. 1997 - 2002
CoBank 1993 - 1997
Sanwa Business Credit Corporation 1987 - 1993
Skills
Portfolio Management, Banking, Finance, Loans, Derivatives, Investments, Commercial Banking, Mergers, Financial Structuring, Commercial Lending, Treasury Management, Financial Analysis, Interest Rate Risk..., Funding, Capital Markets, Credit, Hedging, Liquidity Management, Investor Relations, Strategic Planning, Fixed Income, Treasury, Enterprise Risk..., Series 63, Series 7, Risk Management, Financial Risk, Private Equity, Financial Services, Equities, Structured Finance, Executive Management, Management
Education
University of Illinois at Urbana-Champaign - College of Business 1985 — 1987
Master of Science, Finance
Indiana University Bloomington
Economics - Fellowship
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science, With Honors, Economics
The Budd Group July 2013 - Present
First Charter Bank March 2006 - December 2006
Maxxus Real Estate/ Skyland Homes March 2003 - March 2006
Reality Place 2003 - 2004
Skills
Telephone Skills, Management, Office Equipment, Customer Service, Process Scheduler, Microsoft Office, Microsoft Word, Time Management, Outlook, Teamwork
Education
Mitchell Community College 2012 — 2015
Associate's Degree, Science and General Education
South Iredell High School 2001 — 2002
High School, General Education & Law
Small Business Center, Isothermal Community College April 2012 - Present
Isothermal Community College March 2010 - April 2012
Fifth Third Bank June 2008 - October 2009
First Charter Bank June 2000 - June 2008
E.J. Taylor Corp January 1985 - December 2006
Education
Gardner-Webb University 1985 — 1987
Bachelorâs Degree, Social Studies
Chesnee High School 1959 — 1963
High School
Yadkin Bank July 2014 - Present
Yadkin Bank June 2011 - June 2014
Lowe's Home Improvement December 2007 - June 2011
First Charter Bank March 2000 - February 2006
Speedway Motorsports Inc. February 1998 - March 2000
Super Sports Racing February 1997 - February 1998
Bobby Allison Motorsports October 1995 - February 1997
Bellsouth Telecommunications October 1993 - October 1995
Synovus October 1992 - October 1993
Secor Bank February 1991 - October 1992
Skills
CPA, Internal Controls, Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Auditing, Banking, Cash Flow, Risk Management, Forecasting, Microsoft Excel, Budgets, Finance, Process Improvement, General Ledger, Sarbanes-Oxley Act, Financial Accounting, Data Analysis, Accounts Payable, Accounts Receivable, Internal Audit, Account Reconciliation, QuickBooks, Variance Analysis, Financial Statements, Analysis
Education
University of Alabama at Birmingham
Bachelor of Science (BS), Accounting
Carolinas HealthCare System April 2015 - Present
Carolinas HealthCare System August 2003 - Present
First Charter Bank 2001 - 2003
Skills
Fundraising, Non-profit Leadership, Volunteer Management, Event Management, Event Planning, Corporate Events, Nonprofits, Program Development, Community Outreach, Grants, Grant Writing, Philanthropy, Annual Giving, Marketing Communications, Social Media, Public Speaking, Community Development, Major Gift Development, Relationship Management, Public Relations, Leadership, Customer Service, Marketing, Strategic Planning
Education
Pfeiffer University
Bachelor's Degree, Business Administration, Marketing Concentration
Central Piedmont Community College
Associate's Degree, Business Administration, Marketing and Retailing Concentration
Fifth Third Bank March 2013 - Present
Fifth Third Bank June 2008 - March 2013
First Charter Bank October 2006 - June 2008
First Charter Bank April 2000 - January 2002
First Federal Savings Bank September 1998 - February 2000
First National Bank April 1995 - July 1998
Skills
Customer Service, Microsoft Excel, Microsoft Office, Windows, PowerPoint, Microsoft Word, Training, Banking, Management, Risk Management, CRM, Team Leadership, Operational Risk...
Education
NC School of Banking, UNC 2008 — 2012
General Banking, Banking
Ball State University 1986 — 1992
Bachelor of Arts (B.A.), Marketing (Sales & Promotions Focus)
None March 2013 - Present
Spectrum Properties September 2012 - February 2013
US HIFU March 2009 - November 2010
International HIFU March 2008 - December 2008
First Charter Bank March 2006 - March 2008
Vision Real Estate Group December 2005 - March 2006
LEAD Technologies July 2005 - November 2005
Skills
Microsoft Office, Banking, Customer Service, FDA, Clinical Research, Clinical Trials, Sales, Quality Assurance, Healthcare, SharePoint
Education
UNC Charlotte 2011 — 2012
Industrial and Organizational Psychology
Central Piedmont Community College 2009 — 2010
University of Phoenix 2007 — 2007
UNC Charlotte 2004 — 2005
Liberal Arts and Sciences/Liberal Studies
Central Piedmont Community College 2003 — 2004
Liberal Arts and Sciences/Liberal Studies
Fifth Third Bank June 2008 - Present
First Charter Bank July 2002 - June 2008
Family Pharmacy May 1998 - June 2002
Skills
Banking, Training, Loans, Credit, Small Business Lending, Customer Service, Retail Banking, Deposits, Commercial Banking, Finance, Event Planning, Office Management, Accounts Payable, Expense Management, Project Management, Customer-focused, Pay Close Attention to..., Computer-savvy, Data Entry, Accounts Receivable, Mortgage Lending, Microsoft Word, Microsoft Excel, Microsoft Office, Motorsports, Team Building
Education
Rowan-Cabarrus Community College 2006 — 2016
Business Administration/Marketing
Valley View High School 1998 — 2001
High School Diploma
Penn State
Business Administration; Unfinished
BB&T October 2013 - Present
Bank of North Carolina July 2008 - October 2013
First Charter Bank January 2006 - January 2008
RBC Centura Bank January 2002 - January 2006
Skills
Microsoft Word, Auditing, Retail Banking, Commercial Banking, Deposits, Branch Banking, Customer Service
Education
Central Piedmont Community College 2012 — 2014
Paralegal Technology
Aquesta Bank June 2014 - Present
Peoples Bank - Newton, NC April 2013 - June 2014
Capital Bank formerly Southern Community Bank and Trust August 2012 - April 2013
Southern Community Bank and Trust June 2006 - August 2012
First Charter Bank 2005 - 2006
First Charter Bank 2003 - 2005
Skills
Strong Sales, Customer Service, Customer Satisfaction, People Skills, Organization &..., Building Strong..., Multi Tasking, New Business Development, Small Business Lending, Cross Selling, Sales, Leadership, Training, Lines Of Credit, Branch Banking, Financial Services, Loan Origination, Business Development, Credit Cards, Coaching, Internet Banking, Banking, Retail Banking
Education
Belmont Abbey College 2003 — 2005
Bachelors Degree, Business Admin, Banking and Finance
Rowan-Cabarrus Community College 1999 — 2003
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
MUFG in the Americas July 2015 - Present
MUFG Americas March 2013 - Present
Bank of the West April 2010 - November 2012
Union Bank June 2010 - December 2010
NuVision Federal Credit Union April 2006 - March 2010
UMS Banking January 2003 - January 2005
Wescom Credit Union January 2001 - January 2003
First Charter Bank January 1991 - January 2001
First Charter Bank January 1997 - January 1999
Citi 1993 - 1995
Skills
ACH, Banking, Credit Cards, Underwriting, Fraud, Debit Cards, Payments, Retail Banking, Credit, Internet Banking, Credit Analysis, Payment Card Processing, Merchant Services, Payment Systems, Core Banking, Electronic Payments, Credit Unions, Process Improvement, Customer Service, Microsoft Excel, OFAC, Bank Secrecy Act, Risk Assessment, Financial Services, Mobile Payments, Financial Risk, Treasury Management, Commercial Banking, Cash Management
Education
Fashion Institute of Design & Merchandising
James A. Garfied High School
JPMorgan Chase September 2012 - Present
JPMorgan Chase July 2010 - September 2012
JPMorgan Chase January 2009 - June 2010
Indy Mac Bank, Irving Tx February 2003 - January 2008
Indy Mac Bank 1999 - 2003
Indy Mac Bank 1994 - 1999
First Charter Bank 1989 - 1997
Skills
Credit, Loans, Mortgage Lending, Portfolio Management, Equities, Risk Management, Mortgage Banking, Financial Services, Credit Risk, Loan Origination, Commercial Banking, Asset Management, Retail Banking, Commercial Lending, Refinance, Consumer Lending, Small Business Lending, Residential Mortgages, Cash Management, Process Improvement
Education
El Camino College 1983 — 1985
Business Administration and Management, General and Accounting
Crenshaw HS
Delta Community Credit Union September 2014 - Present
North Carolina Association of CPAs (NCACPA) May 2014 - Present
Delta Community Credit Union June 2013 - September 2014
Delta Community Credit Union November 2012 - June 2013
Massey CPA, PLLC 2011 - 2012
Red Hat 2011 - 2011
Hughes Pittman & Gupton 2007 - 2011
First Charter Bank 2006 - 2007
BB&T 2002 - 2006
Skills
Financial Analysis, Auditing, Strategic Financial..., Corporate Finance, Business Strategy, Banking, Business Planning, Small Business, Financial Accounting, CPA, Loans, Internal Controls, Business Analysis, Risk Management, Finance, Financial Planning, Problem Solving, MBA, Evaluation, MicroStrategy Reporting, Financial Modeling, Forecasting, Analysis, Leadership, Process Improvement
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA)
North Carolina State University
BS
United Community Bank March 2015 - Present
Regions Financial Corporation September 2012 - March 2015
SunTrust Bank February 2007 - September 2012
First Charter Bank 2003 - 2007
Wachovia, A Wells Fargo Company February 2002 - February 2003
Skills
Commercial Banking, Sales Management, Banking, Customer Relations, Loans, Credit, New Business Development, Small Business Lending, Coaching, Salesforce.com, Small Business, Team Leadership, SBA, Branch Banking, Lines Of Credit, Team Building, Customer Service, Treasury Services, Treasury Management, Credit Analysis, Mortgage Lending, Relationship Management, Finance, Mortgage Banking, Consumer Lending, Portfolio Management, Retail Banking, Loan Origination, Financial Analysis, Risk Management, Commercial Mortgages, Underwriting, Deposits, Commercial Lending, Credit Cards, Financial Services, Refinance
Education
North Carlina School of Banking at Chapel Hill 2005 — 2008
East Carolina University 1997 — 2001
BS, Political Science
East Mecklenburg High School
BB&T Insurance Services Inc. June 2001 - Present
First Charter Bank 1995 - 2001
Southern National Bank 1981 - 1995
AmSouth Bank 1980 - 1981
Southern National Bank 1974 - 1980
Skills
Mutual Funds, Financial Services, Employee Benefits, Flexible Spending..., Retirement Plan..., Project Management, Leadership, Change Management, Banking, Insurance, 401k, Retirement Planning, Risk Management, Retirement, Financial Advisory, Underwriting, Life Insurance, Disability Insurance, Wealth Management, Health Insurance, Investment Advisory, Long-term Care, Term Life Insurance, Defined Benefit, Fixed Annuities, Strategic Financial..., Pensions, IRAs, ERISA, Series 7, Portfolio Management, Series 63, Wealth Management..., Asset Allocation, Estate Planning, Financial Planning
Education
BAI School for Bank Administration
Trust and Financial Services Major
Campbell University
BBA, Trust Management
Campbell University
MBA, Business
National Graduate Trust School
Trust and Financial Planning
UNC at Pembroke
MS, Organizational Leadership & Management
Steve Costner Rentals May 1973 - Present
First Charter Bank 1998 - 2008
Carolina State Bank 1992 - 1998
Northwestern Bank/ First Union Bank January 1984 - 1992
First National Bank - Shelby NC June 1969 - 1984
Skills
Loans, Commercial Lending, Investments, Credit, Customer Service, Residential Homes, Commercial Real Estate, Financial Analysis, Mortgage Lending, Team Building, Sellers, Real Estate Financing, Loan Origination, Property, First Time Home Buyers, Refinance, FHA, Sales, Public Speaking, Strategic Planning, Coin Appraisal
Education
Georgetown University - The McDonough School of Business 1970 — 1971
MBA program, Completed several courses while in the US Army in the DC area
UNC-CH Kenan-Flagler Business School 1965 — 1969
Bachelor of Science (BS), Business Administration and Management, General
Cleveland Community College 1978 — 1979
Associate of Arts (AA), Environmental Science, High Honors
Cleveland Community College 1978 — 1978
Associate of Arts (AA), Police Science, High Honors
Grandfather Homes Child Service November 2007 - November 2013
Safe Alliance August 2012 - December 2012
First Charter Bank December 2004 - June 2008
Skills
Customer Service, Treatment, Healthcare, Adolescents, Coaching, Psychology, Youth Mentoring, Retail Banking, Teller Operations, Microsoft Office, Ten Key, General Administrative..., Assistant Teaching
Education
Belmont Abbey College 2010 — 2012
Bachelor of Arts (B.A.), Applied Psychology, GPA 3.22
Brunswick Community College 1987 — 1991
Associate of Arts (A.A.), Business Administration and Management, General
Atlantic Brew Supply February 2013 - Present
North State Bank March 2012 - February 2013
Fifth Third Bank March 2010 - December 2011
Fifth Third Bank January 2009 - March 2010
Fifth Third Bank June 2007 - January 2009
First Charter Bank January 2006 - June 2007
Nana's Chophouse 2005 - 2006
Skills
Customer Service, Commercial Banking, Credit Analysis, Retail Banking, Cash Management, Customer Retention, Team Leadership, Customer Experience, Microsoft Office, Teamwork, Brewery, Brewing, Craft Beer, Beer, Notary Public, Customer Acquisition, Banking Operations, Staff Training, Project Implementation, Cash Handling, Multitasker, Organizing, Problem Solving, Collaborative, Customer Development, Commercial Lending, Sales, Loans, CRM, Portfolio Management, Analysis, Core Banking, Banking, Cash Flow, Business Development
Education
Caldwell Community College
Concentrated studies in Business
East Forsyth High School
North Carolina State University
Western Carolina University
Paragon Bank July 2014 - Present
Paragon Bank June 2013 - July 2014
Regions Bank December 2012 - June 2013
Regions Bank June 2008 - November 2012
First Charter Bank June 2003 - April 2008
Hudson United bank June 2001 - April 2003
Skills
Retail Banking, Banking, Commercial Banking, Leadership, Small Business Lending, Credit Analysis, Loans, Credit, Consumer Lending, Commercial Lending, Credit Risk, Lines Of Credit, Cross Selling, Portfolio Management, Mortgage Lending, Branch Management, Branch Banking, Private Banking, Deposits
Education
Universidad Laica 'Vicente Rocafuerte de Guayaquil 1992 — 1996
International Business
San Francisco De Asis
AOA Signs, Inc. August 1987 - Present
First Charter Bank July 1986 - July 1987
Estee Lauder December 1981 - June 1986
Skills
Computer Graphics, Construction, Construction Management, Renovation, Submittals, Project Planning, Microsoft Office, New Business Development, Process Scheduler, Sales Management, Budget, Contract Management, MS Project, Contractors, Budgets, Pre-construction, Contract Negotiation, Value Engineering, Design-Build, Team Building, Project Estimation, LEED AP, Subcontracting, Procurement, Negotiation, Project Bidding, Signage, Customer Service, Green Building, LEED, Project Management
Education
Elon University 1980 — 1982
BA, BUSINESS
North Carolina State University 1978 — 1982
Bachelor of Science (BS), ELECTRICAL ENGINEER
Fifth Third Bank February 2013 - Present
Fifth Third Bank March 2008 - February 2013
First Charter Bank September 2006 - June 2008
First Charter Bank January 2002 - October 2006
Skills
Financial Regulation, Risk Management, Banking, Leadership, Retail Banking, Loans, Training, Management, Financial Risk, CRM, Commercial Banking, Credit Analysis, Customer Service, Finance, Team Building, Team Leadership
Education
NC School of Banking 2009 — 2012
General, Banking
Ball State University - College of Business 1986 — 1992
BA, Marketing
Ball State University - College of Business
Carolina Federal Credit Union May 2012 - Present
Telerx January 2011 - May 2012
AmeriCredit April 2008 - March 2009
First Charter Bank November 2004 - December 2006
Skills
Spanish-speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Customer Service, Records Management, Multi Tasking, Organization, Accounting, Customer Satisfaction, Telephone Skills, Office Administration, Outlook
Education
Gaston College
Office Systems Technology, Computer Science
Lincolnton High School
Alexander Youth Network December 2012 - Present
Daymark Recovery Services July 2012 - December 2012
Department of Veterans Affairs August 2011 - May 2012
Cabarrus Health Alliance August 2010 - May 2011
First Trust Bank June 2007 - August 2010
First Charter Bank January 2002 - June 2007
Sipe's June 2001 - January 2002
College of Charleston May 2000 - May 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Fundraising, Training, Social Services, Adolescents, Volunteer Management, Family Therapy, Case Management, Case Managment, Crisis Intervention, Mental Health, Research
Education
The University of North Carolina at 2010 — 2012
Master, Social Work
University of North Carolina at Charlotte 2010 — 2012
Master's degree, Social Work, Magna Cum Laude
College of Charleston 1999 — 2001
Bachelor's degree, Psychology
U.S. Department of Veterans Affairs October 2013 - Present
U.S. Department of Veterans Affairs June 2010 - October 2013
U.S. Department of Veterans Affairs Office of Women's Health Services & Office of Emergency Services November 2012 - September 2013
WomenHeart: the National Coalition for Women with Heart Disease 2007 - September 2013
Lau & Associates October 2006 - September 2013
Diet Coke Heart Truth Campaign November 2008 - August 2013
Bank of America 2001 - 2006
First Charter Bank 1999 - 2000
Premier America Credit Union 1998 - 1999
Skills
Research, Budgeting, Healthcare, Philanthropy, Spokesperson, Healthcare Wellness, Financial Services, Healthcare Marketing, Hospital Advertising, HMOs Marketing, Philanthropy/Corporate..., Non-profit Marketing, Non-profit Events, Non-profit Experience, Corporate Communications, Public Relations, Consulting, Advertising, Entertainment, Advertising Management, Advertising Research, Performance Consulting, Public Relations Skills, Healthcare Consulting, Healthcare Management, Nonprofits, Marketing, Online Marketing, Marketing Strategy, Hospitals, Public Speaking, Sales, Leadership, Budgets, Non-profits, Management, Community Outreach, Strategic Planning, Program Development, Fundraising, Giving, Program Management
Education
University of California, Los Angeles - School of Public Health 2008 — 2010
Master of Public Health (MPH), Public Health Policy and Management
University of California, Santa Barbara
Bachelor of Arts (B.A.), Political Science
Monarch Mortgage December 2011 - Present
NewBridge Bank November 2010 - December 2011
BB&T August 2008 - November 2010
First Charter Bank August 2000 - July 2008
MGIC January 1996 - July 2000
Huntington National Bank March 1994 - March 1995
AmeriSouth Mortgage Company August 1992 - February 1994
Skills
Loans, Refinance, Mortgage Lending, Underwriting, Construction Loans, Purchase, Residential Mortgages, Processing, Management, Investment Properties, Real Estate, Mortgage Banking, Customer Service, Residential Homes, FHA, Finance, Loan Origination, USDA, FHA financing, Government Loans, HUD, FHA Financing
Education
BB&T University Certification Program
Certified Mortgage Loan Officer
North Carolina State University
SunTrust Bank May 2007 - Present
First Data Merchant Services December 2003 - May 2007
First Charter Bank February 2001 - December 2003
Education
Asheville-Buncombe Technical Community College
Bridgestone Tire October 2014 - Present
Union Bank of Michigan January 2011 - September 2014
Dick's Sporting Goods November 2006 - May 2010
First Charter Bank May 1999 - September 2006
Citizens Insurance Company of America May 1995 - May 1998
Michigan National Bank 1985 - 1995
Skills
Employee Relations, Staffing, Compensation, Benefits Administration, Performance Management, Succession Planning, Human Resources, Hiring, Management, Training, Temporary Placement, Affirmative Action, Onboarding, FMLA, Process Improvement
Education
Michigan State University 1977 — 1979
Masters Degree, Labor and Industrial Relations
Michigan State University 1974 — 1976
Bachelor of Arts, Economics/Psychology/Sociology
Michigan State University
Master's degree, Labor and Industrial Relations
BB&T May 2012 - July 2014
Olive Garden Cafe Bar and Grill October 2009 - July 2012
Hampton April 2009 - July 2012
First Charter Bank January 2006 - June 2007
Skills
Customer Service, Branch Banking, Retail Banking, Microsoft Word, Microsoft Office, Customer Satisfaction, Hospitality, Sales
Education
Edgecombe Community College 2013 — 2015
Associate of Science (A.S.), Accounting and Finance
James Hunt High School 1999 — 2003
Time Warner Cable December 2012 - Present
EXB Group May 2008 - Present
PAETEC April 2007 - December 2012
Windstream Communications April 2007 - October 2012
Windstream March 2007 - July 2012
Fifth Third Bank November 2005 - March 2007
First Charter Bank November 2005 - March 2007
SunTrust Bank December 2004 - November 2005
Wilmington Athletic Club August 2002 - February 2004
Skills
T1, Account Management, Outside Sales, Sales Process, Telecommunications, Sales Operations, Selling, Direct Sales, Customer Satisfaction, Sales, Sales Management, Cold Calling, IP, CRM, Public Speaking, Business Development, Solution Selling, B2B, Communication, Salesforce.com, Customer Retention, Contract Negotiation, People Skills, Sales Presentations, Negotiation, Marketing, Marketing Strategy, Leadership, Team Leadership, New Business Development, Business Strategy, Customer Service, Management, Team Building, Managed Services, PRI, Time Management, MPLS, Strategy, Ethernet, Cisco Technologies, Retail, Advertising
Education
Emmanuel College 1995 — 2001
Bachelor of Science, Kinesiology / Business - Sports Management
Emmanuel College 1995 — 2000
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science/ Sports Management
Aquesta Bank May 2013 - Present
blueharbor bank July 2008 - May 2013
First Charter Bank September 2006 - June 2008
First Charter Bank February 2004 - September 2006
Hillier & Associates August 2000 - July 2003
Ford Motor Credit Company 1990 - 2000
Skills
Underwriting, Strategic Planning, Marketing Strategy, Sales Management, Performance Management, Online Marketing, Retail Banking, Credit, Risk Management, Mortgage Lending, Banking, Retail Credit, Retail Risk Management, Finance, Financial Risk, Portfolio Management, Loans
Education
State University of New York at Buffalo 1987 — 1990
Bachelor of Arts (B.A.), Legal Studies
North Carolina School of Banking
Murata Machinery USA, Inc April 2013 - Present
Charlotte Mecklenburg Schools April 2008 - January 2013
Spherion June 2006 - April 2008
First Charter Bank October 2002 - June 2006
California Commerce Bank 1995 - 2000
Skills
Bilingual-Spanish, Supervisory Skills, Customer Relations, Customer Service, Employee Relations, Recruiting, Outlook, Microsoft Office, Interviews, Payroll, Onboarding, Sourcing, Lawson HRIS, Applicant Tracking..., College Recruiting, Public Education, New Hire Orientations, Human Resources, Performance Management, Talent Acquisition, HR Policies, Temporary Placement, Conflict Resolution, Recruitment Advertising, Hiring, PeopleSoft, Employee Engagement, Training, Management, Employee Benefits, HRIS, Job Descriptions, Policy, Employment Law, Temporary Staffing
Education
California State University-Los Angeles 1995 — 2001
Bachelor's, Business Administration, Human Resources
Central Piedmont Community College
PHR, Certification
Employers Association
CEM Corporation February 2014 - Present
American Tire Distributors July 2013 - October 2013
Accenture December 2011 - July 2013
ACN, Inc. June 2008 - December 2011
First Charter Bank August 2007 - April 2008
BANK OF AMERICA, N.A. September 2005 - May 2007
WACHOVIA SECURITIES June 2002 - February 2004
VMS, INC. November 1999 - June 2002
FIRST UNION NATIONAL BANK August 1990 - November 1999
Skills
Microsoft Excel, Hyperion Enterprise, PeopleSoft, nVision, SAP, QuickBooks, Quicken, Microsoft Office, Microsoft Word, Access, General Ledger, Variance Analysis, Accounting, Sarbanes-Oxley Act, Financial Analysis, Process Improvement, Financial Reporting, Budgets, Finance, Accruals, Cost Accounting, Forecasting
Education
Marshall University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Passage Home Inc. September 2013 - Present
Southeast Raleigh Assembly March 2012 - September 2013
Greater Raleigh Chamber of Commerce February 2010 - August 2012
Wake County Economic Development 2010 - August 2012
Greater Raleigh Chamber of Commerce June 2009 - February 2010
Copernicus Group IRB April 2008 - January 2009
First Charter Bank July 2007 - April 2008
Naval Supply System Command December 2003 - July 2007
Advance America January 2000 - December 2003
Skills
Non-profits, Public Relations, Excel, Microsoft Office, Event Planning, Strategic Planning, Customer Relations, Team Building, Research, Customer Service, Event Management, Social Media, Administration, Access, Community Relations, Community Outreach, Documentation, Public Speaking, Program Management, Program Development, Training, Volunteer Management, Leadership
Education
Peace College
University of Phoenix
Healthcare Management
Paychex October 2012 - Present
Thomas and Boothe, CPAs 2010 - 2012
Allstate November 2006 - December 2010
First Charter Bank February 2000 - November 2006
CNA Insurance August 1995 - February 2000
Skills
Consultative Selling, Cross-functional Team..., Sales Management, Closing, Client Relationship..., Relationship Marketing, Customer Relations, Financial Planning, Strategic Planning, Coaching, New Business Development, Marketing Strategy, Investments, Business Development, Management, Selling, Sales, Customer Service, Insurance, Strategy, Employee Benefits, Life Insurance, Health Insurance
Education
Queens University of Charlotte 2011 — 2012
Financial Planning
The University of Memphis 1993 — 1995
Bachelor of Science, Sales and Marketing
Bank of the Ozarks May 2014 - Present
NewDominion Bank March 2011 - January 2014
Fifth-Third Bank January 2000 - March 2011
First Charter Bank June 2000 - June 2008
First Charter Bank January 2000 - January 2004
Bell Federal Savings and Loan January 1998 - January 2000
Bell Federal Savings and Loan January 1995 - January 2000
Bell Federal Savings and Loan January 1995 - January 1998
Skills
Mortgage Servicing, Mortgage Lending, Banking, Loans, Credit, Finance, Financial Services, Retail Banking, Loan Origination, Management, Branch Banking, Small Business Lending, Customer Service, Commercial Banking, Commercial Lending, Credit Analysis
Education
Duquesne University 1991 — 1995
Bachelor's Degree, Business Administration; Finance; Secondary; Accounting and Political Science
North Catholic 1987 — 1991
North Carolina School of Banking
Keller Williams Realty July 2013 - Present
Coldwell Banker Ambassador January 2009 - July 2013
First Team Real Estate 2006 - 2009
Clinique September 2000 - 2008
First Charter Bank 1988 - 1997
Skills
Short Sales, REO, Buyer Representation, Real Estate, Relocation Assistance, BPO, Monthly Status Report, Occupancy Checks, Corporate Relocation, Seller Representation, Occupancy, Foreclosures, Appraisals, Negotiation, Sellers, Referrals, SFR, First Time Home Buyers, Listings, Relocation, Real Estate Transactions, Investors, Investment Properties, Relocation Buyers, Luxury, Buyers, Default, Single Family Homes, New Home Sales, Property, Townhomes, Rentals, Property Management, Condos, HUD, Real Property, Income Properties, FHA, Residential Homes, 1031 Exchanges, Selling, Commercial Real Estate, Leases, Brokerage, Real Estate Financing, Loss Mitigation, Escrow, Move Up Buyers, Real Estate Economics, Mortgage Lending
Education
Pierce College 1983 — 1985
Associate's degree, Business Administration and Management, General
Fifth Third Bank 2008 - Present
First Charter Bank 2003 - 2008
BB&T 2001 - 2003
BB&T 1996 - 2001
Southern National Bank 1982 - 1995
Education
Catawba College
BA
Catawba College
BA
Coldwell Banker Sea Coast Advantage September 2011 - Present
DiscoverNChomes May 2009 - Present
Property Managment Services May 2009 - Present
Full View Home Watch May 2009 - Present
Plantation Properties May 2005 - September 2011
Black & Decker August 1999 - September 2003
First Charter Bank 1983 - 1986
BB&T 1979 - 1983
Skills
Sellers, Real Estate, Condos, Selling, Townhomes, Rentals, Buyer Representation, Short Sales, First Time Home Buyers, Investment Properties, Investors, Single Family Homes, Home Inspections, Negotiation, Foreclosures, Budgets, Strategic Planning, Marketing Strategy, Sales Management, Professional Services, Property Management, Relocation, Property, Marketing, Residential Homes, New Home Sales, Referrals, Listings, Luxury, Real Estate Transactions, New Homes, Relocation Buyers, Move Up Buyers, Vacation Homes, ABR, Real Property, REO, e-PRO, National Association of..., Buyers, Sales
Education
Isenberg School of Management, UMass Amherst 1999 — 2003
Bachelor, Marketing
Bank of the Ozarks June 2012 - Present
Bank of the Ozarks 2012 - 2015
Bank of the Ozarks 2012 - 2015
Bank of the Ozarks 2012 - 2015
NC Independent Fiduciary Services September 2010 - June 2014
The Trust Company of Sterne Agee, Inc. January 2009 - September 2010
First Charter Bank October 2002 - December 2009
eplaced.com 2000 - 2001
Bank of America 1980 - 1999
Skills
Investments, Estate Planning, Banking, Asset Management, Financial Services, Wealth Management, Investment Management, Financial Advisory, Wealth, Strategic Financial..., Personal Finance, Financial Analysis, Mortgage Lending, Private Banking, Management, Estate Administration, Portfolio Management, Wealth Management..., Strategic Planning, Financial Planning
Education
Northwestern University 1978 — 1980
Trust, Investing and Taxation
Furman University 1969 — 1974
BA, Psychology, Politcal Science, Philosophy
M&T Bank December 2012 - Present
Capital Bank January 2008 - December 2012
First Charter Bank 2006 - 2007
BB&T September 2005 - September 2006
M&T Bank 1999 - September 2005
Dun & Bradstreet 1990 - 1995
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Loans, Credit, Underwriting, Small Business Lending, Banking, Portfolio Management, Credit Risk, Financial Analysis, Loan Origination, Lines Of Credit, Commercial Mortgages, Due Diligence, Leadership, Relationship Management, Asset Based Lending, Retail Banking, Consumer Lending, Risk Management, Financial Risk, Mergers & Acquisitions, Mortgage Banking, Cash Management, Treasury Management, Finance
Education
CBA
Canisius College
MBA
SUNY Geneseo
New Hanover Regional Medical Center July 2014 - Present
NorthEast Foundation January 2011 - July 2014
NorthEast Foundation January 2009 - January 2011
NorthEast Foundation October 2004 - January 2009
First Charter Bank April 2003 - October 2004
First Union National Bank June 2000 - April 2003
Skills
Fundraising, Nonprofits, Leadership, Strategic Planning, Community Outreach, Non-profits, Team Building, Healthcare, Public Speaking, Program Development, Event Planning, Volunteer Management, Event Management, Community Development, Marketing Communications, Grant Writing, Public Relations
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA, Communication Studies
QRPS May 2014 - Present
CapStone Bank January 2012 - May 2014
Saving Lives Spay/Neuter Animal Clinic September 2010 - December 2011
After Hours Small Animal Emergency Clinic January 2011 - November 2011
SPCA of Wake County June 2007 - September 2010
Crescent State Bank October 2006 - June 2007
First Charter Bank November 2005 - October 2006
Skills
Social Skills, Banking, Customer Service, Training, Management, Loans, Program Management
Education
College of St. Catherine 2002 — 2005
B.A, American Sign Language
Wells College 2000 — 2002
Biology
Hopkins High School
High School Diploma
SunTrust Bank February 2013 - Present
BankWise Marketing Solutions November 2011 - March 2013
Yadkin Valley Bank March 2009 - October 2011
First Bank March 2007 - March 2009
First Charter Bank June 2000 - January 2007
Carolina First BancShares June 1992 - June 2000
Skills
Database Marketing, Banking, Strategic Planning, Online Marketing, Direct Marketing, Advertising, CRM, Commercial Banking, E-commerce, Market Research, Marketing, Strategy, Loans, Financial Services
Education
Penn State University 1982 — 1984
MBA, Marketing
University of North Carolina at Chapel Hill 1978 — 1982
Bachelors of Science, Marketing and Finance
Technekes LLC February 2015 - Present
Wells Fargo via Ettain August 2014 - February 2015
Bank of America via KForce Inc. October 2012 - January 2014
Agdata July 2007 - October 2012
First Charter Bank September 2004 - July 2007
First Charter Bank January 2003 - September 2004
First Charter Bank August 2000 - December 2002
Bank of America September 1999 - August 2000
Bank of America June 1998 - September 1999
State of Florida September 1994 - May 1997
Skills
Project Management, Banking, Financial Services, Strategic Planning, New Business Development, Risk Management, Account Management, Product Management, Project Planning, Process Improvement, Change Management, Forecasting, Leadership, Analysis, Microsoft Excel, Management, Business Analysis, Budgets, Analytics, Financial Analysis, Program Management, Cross-functional Team...
Education
Project Management Institute 2012 — 2018
PMP Certification
Central Piedmont Community College 2012 — 2012
Project Management Plus Certificate Program
University of Florida 1997 — 1998
MBA, Marketing
Jacksonville University 1990 — 1994
B.S., Finance and International Business
Rollins College 1992 — 1992
Summer Abroad Program Studying Languge and Culture
FBC Mortgage, LLC June 2015 - Present
Cardinal Financial, LP June 2014 - June 2015
American Security Mortgage 2008 - May 2014
First Charter Bank 2006 - 2008
Myers Park Mortgage April 2003 - November 2006
Skills
Refinance, Mortgage, Purchase, VA, FHA, Conventional, Mortgage Lending, Loans, USDA, Credit, Loan Origination, First Time Home Buyers
Education
University of Iowa 1983 — 1989
University of Iowa
PNC May 2013 - Present
PNC March 2012 - May 2013
RBC January 2011 - March 2012
Fifth Third Bank 2007 - 2010
First Charter Bank 2006 - 2007
Skills
Banking, Consumer Lending, Retail Banking, Relationship Management, Valuation, Sales, Loans, Credit, Financial Advisory, Customer Service, Leadership, Training
Education
University of Central Florida 1998 — 2002
B.A., Psychology
Brown Brothers Harriman November 2012 - Present
Wells Fargo Bank 2010 - November 2012
Fifth Third Bank 2008 - 2010
First Charter Bank 2003 - 2008
First Charter Bank 1999 - 2003
First Charter Bank 1997 - 1999
University of Pittsburgh 1995 - 1997
Federated Investors 1992 - 1995
FDIC 1989 - 1992
Skills
Wealth Management, Trust Services, Customer Service, Investments, Mutual Funds, Retirement Planning, Risk Management, Investment Advisory
Education
Saint Vincent College 1984 — 1988
BS, Economics
Cannon Financial Institute
CTFA and CTA, Cannon Trust Schools I, II, and III
Rock Financial Services, LLC March 2011 - Present
First National Bank of Shelby NC June 2008 - March 2011
First Charter Bank March 2001 - May 2008
First Union January 1997 - March 2001
Skills
401k Rollovers, 403 b, IRAs, Retirement Planning, Lifestyle Planning, Income Protection, Estate Planning, Social Security, Financial Risk, Life Insurance, Long Term Care Insurance, College Funding..., Fixed Annuities, Equity Indexed Annuities, Finance, Wealth
Education
Troy University 1979 — 1984
Bachelor of Science (BS), Business Administration and Management, General
Riverview High School in Sarasota FL 1976 — 1979
Ally Financial Inc. November 2012 - Present
Ally Financial Inc. September 2009 - November 2012
Bank of America January 2009 - September 2009
Wells Fargo June 2007 - January 2009
First Charter Bank August 2006 - March 2007
Sun National Bank July 2001 - August 2006
Skills
Basel II, Finance, Internal Audit, Financial Analysis, Risk Management, Financial Modeling, Business Process, Banking, Financial Reporting, Risk Assessment, Project Finance, Business Analysis, SOX 404, Consumer Lending, Credit Risk, Commercial Banking, Project Management, SDLC, Financial Risk, Portfolio Management, Analysis, Process Improvement, FRB, FFIEC, Y9C Reporting, FDIC, Governance, GLBA 501(b) Assessments
Education
Rowan University 2001 — 2003
Bachelor of Science (B.S.), Accounting and Finance, 3.25
Rowan University 2000 — 2001
Bachelor of Science (BS), Business Administration and Management, 3.21
Uwharrie Bank November 2013 - Present
Cabarrus Bank & Trust May 2002 - November 2013
First Charter Bank 2000 - 2002
Cabarrus Bank of NC 1998 - 2000
Skills
Banking, Customer Relations, Excel, Customer Service, Microsoft Office, Attention To Detail, Organizing, Microsoft Excel, Loans, Small Business Lending, Credit, Credit Analysis, Auditing, Finance
Education
East Carolina University 1989 — 1994
BA, Psychology
Concord High School 1985 — 1989
Stanly Community College 2010 — 2012
Forensic Accounting
First Colony Asset Management, LLC 2010 - Present
Fifth Third Bank July 2004 - July 2010
First Charter Bank 2004 - 2008
First Charter Bank 2004 - 2005
Bank of America 2003 - 2004
Wilmington Trust 1994 - 2001
Security Pacific Bank 1986 - 1989
Skills
Private Banking, Investments, Wealth Management, Asset Managment, Investment Management, Financial Services, Portfolio Management, Strategic Financial...
Education
Yale University - Yale School of Management 1988 — 1988
Executive Management, Management & Leadership
California State University, Fresno 1968 — 1970
BS Bus Admin, Business, Marketing & Management
Fifth Third Bank January 1975 - Present
First Charter Bank December 1974 - May 2008
Skills
Banking, Commercial Lending, Risk Management, Credit, Vendor Management, Relationship Management, Portfolio Management, Consumer Lending, Budgets, Strategic Planning, Process Improvement, Asset Managment, Project Management, Financial Analysis, Commercial Banking, Asset Management, Customer Service, Team Building, Loans, Retail Banking, Credit Analysis, Small Business Lending, Business Development, Management, Change Management, Treasury Management, Finance, Business Analysis, Facilities Management, Sales Management, Leadership, Financial Services, New Business Development, Operations Management, Financial Risk, Executive Management, Mortgage Lending, Strategic Financial...
Education
Steed College 1971 — 1974
BS, Business Adminstration
Rowan Cabarrus Community College 1968 — 1970
AS, Business Aministration
A. L. Brown High School 1966 — 1968
University of Maryland College Park
Advanced Studies, Bank Audit and Compliance
University of Oklahoma
Advanced Studies, Bank Audit and Regulatory Comliance Program
University of Wisconsin-Madison
Advanced Studies, Bank Comptrollership and Finance
SouthCrest Mortgage September 2012 - Present
Georgia Banking Company October 2011 - September 2012
Prime Lending September 2010 - October 2011
Fifth Third Bank August 2007 - September 2010
First Charter Bank August 2007 - June 2008
National City Mortgage June 2005 - August 2007
Skills
FHA, Mortgage Lending, First Time Home Buyers, Bonds, Mortgage Banking, Refinance, Loans, USDA, Loan Origination, Residential Mortgages, Credit, Underwriting, Credit Analysis, FHA financing, Mortgage Underwriting, Investors, Certified Mortgage..., Investment Properties, Real Estate Economics, Sales, Finance, Residential Homes, Banking, Foreclosures, Reverse Mortgages, Real Estate, Government Loans, VA loans, Short Sales, REO, Investments, Loss Mitigation, HUD, Commercial Lending, Consumer Lending, Mortgage Servicing, Real Estate Financing, Home Equity Loans, FHA Financing, VA Loans
Education
Georgia State University - J. Mack Robinson College of Business 1995 — 1998
Bachelor of Business Administration, Risk Management & Insurance
University of Georgia 1991 — 1995
Art
Marist School 1988 — 1991
Commonwealth Credit Union February 2013 - Present
State Beauty Supply October 2010 - March 2012
Forcht Bank, N.A. April 2009 - December 2010
First Charter Bank November 2006 - August 2008
Stockyards Bank 2005 - 2006
Integra Bank 2001 - 2003
Bank of Louisville 1990 - 2000
Skills
Banking, Financial Analysis, Credit, Risk Management, Commercial Banking, Financial Reporting, Accounting, Internal Audit, Loans, Portfolio Management, Credit Analysis, Commercial Lending, Retail Banking, Auditing, Finance, Internal Controls, Cash Management, Consumer Lending, Budgets, Underwriting, Financial Risk, Credit Risk, Treasury Management, Enterprise Risk..., Mortgage Lending, Small Business Lending
Education
Pikeville College
Bachelor of Science (BS), Accounting
St. Catherine University
Associate of Arts (A.A.), Mathematics
Affiniti Intermediary Consulting Corporation July 2015 - Present
Colonial Life 2014 - Present
Shober Employee Benefit Services, L.L.C. March 2007 - Present
First Charter Bank July 2004 - March 2007
Craford Benefit Consultants February 2002 - March 2004
QualChoice of North Carolina September 1997 - January 2000
Blue Cross Blue Shield of North Carolina July 1995 - September 1997
Mid South Insurance Fayetteville NC 1994 - 1996
Skills
Employee Benefits, Health Insurance, Insurance, Disability Insurance, Brokers, Leadership, Term Life Insurance, Underwriting, Sales, Small Business, Health Savings Accounts, Critical Illness, Disabilities, New Business Development, Claim, HIPAA, Long Term Disability, Short Term Disability, Group Term Life..., Group Dental Insurance, Group Accident Insurance, PPACA Compliance, Medical Bridge, COBRA, Vendor Management, Life Insurance, Benefits Administration
Education
University of North Carolina at Charlotte 1990 — 1993
Psychology, Motivational, Industrial
Brevard College 1987 — 1989
Bachelor of Arts, General Studies - Religion
Vaco LLC September 2005 - Present
Spherion Corp. January 2003 - September 2005
First Charter Bank December 2001 - December 2002
First Union Corporation 1999 - 2001
Chase Mellon Shareholder Services 1992 - 1999
Skills
Process Improvement, Strategic Consulting, Mergers, Financial Modeling, Management, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Management Consulting, Finance, Consulting, Mergers & Acquisitions, Leadership, Business Strategy, Executive Management, Auditing, Strategy, Managerial Finance, Start-ups, Recruiting, Accounting, Project Management, Interviews, Internal Audit, Change Management, Internal Controls, Cost Accounting, Corporate Finance, Cross-functional Team..., Banking, Due Diligence, Business Process..., Strategic Planning, Business Networking, Business Development, Acquisition Integration, SEC filings, Business Planning, Analysis, ERP
Education
Rice University 1965 — 1969
B S, Commerce
Gwinnett County Public Schools August 2015 - Present
AdvoCare December 2014 - Present
Orkin Pest Control October 2010 - August 2012
JANI-KING OF ATLANTA March 2010 - October 2010
First Charter Bank August 2007 - 2008
The Brand Banking Company May 2002 - July 2007
SouthTrust Bank April 2001 - May 2002
The Brand Banking Company February 2000 - April 2001
Skills
Training, Sales, Customer Satisfaction, Management, Customer Service, Networking, Team Building, Solution Selling, Cold Calling, Account Management, Customer Retention, Salesforce.com, Sales Management, Leadership, Direct Sales, Sales Operations, Contract Negotiation, Employee Benefits, Recruiting, Teamwork, Operations Management, Coaching, Small Business, Time Management, B2B, Sales Process, Team Leadership, Marketing, Strategic Planning, New Business Development, Relationship..., Personality Profile, Knowledge Sharing, Trust, Highly personable, Highly-motivated, Highly Qualified, Highly resourceful, Client-oriented, Professional..., Social Media, Event Planning, Relationship Building, Public Speaking, Social Media Marketing, Event Management, Business Development, Marketing Strategy, Troubleshooting, Information Technology
Education
Georgia College and State University 1996 — 1998
"BS", PSYCHOLOGY
SOUTH GWINNETT HIGH SCHOOL 1992 — 1996
COLLEGE PREP SEAL, PLUS
CommunityOne Bank November 2013 - Present
CommunityOne Bank April 2012 - October 2013
SunTrust Bank April 2009 - November 2011
SunTrust Bank August 2006 - April 2009
Bunker Land Group February 2004 - August 2006
First Charter Bank March 2003 - February 2004
Wachovia Bank March 2002 - March 2003
Wachovia Bank January 1998 - March 2002
Wachovia Bank June 1986 - December 1997
Education
University of Alabama, Manderson Graduate School of Business
M A, Finance
University of North Carolina at Charlotte
B A, Earth Science
Carillon Assisted Living June 2012 - Present
Carillon Assisted Living December 2011 - June 2012
Legacy Heights Assisted Living Community January 2011 - May 2011
Fifth Third Bank February 2007 - December 2009
First Charter Bank September 2005 - January 2007
Skills
Training, Management, Budgets, Mortgage Lending, Customer Service, Loans, Healthcare, Finance, Marketing, Sales, Coaching, Human Resources, Sales Management, Selling, Insurance, Banking, Leadership, Event Planning, Public Speaking, Strategic Planning, Team Building
Education
Central Piedmont Community College 2011 — 2011
Assisted Living Administrator Certificate, Assisted Living Administrator Program
Cleveland Community College 1981 — 1982
AA Degree, Marketing/Business
Western Carolina University
Psychology
ADP June 2015 - Present
Charlotte-Mecklenburg Schools May 2011 - June 2015
Charlotte Mecklenburg Schools August 2008 - May 2011
First Charter Bank February 2006 - June 2008
Skills
Banking, Human Resources, Customer Service, Communication, Interpersonal Skill, Payroll, Organizational..., Leadership, Employee Benefits, FMLA, Deferred Compensation, Microsoft Excel, Outlook, Call Centers, Training, Time Management, Recruiting, Benefits Administration, New Hire Orientations, Administration, PeopleSoft, Employee Training, Leadership Development, Conflict Resolution, Invoicing, Performance Management, Interviews, Coaching, Employee Relations, Onboarding, Workforce Planning, Policy, Staff Development, Resume Writing, HRIS, College Recruiting, COBRA, Organizational..., Hiring, Open Enrollment, Applicant Tracking..., Microsoft Office
Education
Central Piedmont Community College 2014 — 2016
Associate's degree, Human Resources Management and Services
Brookstone College-Charlotte 1997 — 1999
Certificate of completion, Business Administration, Management and Operations
The Murdaugh Agency June 2015 - Present
Bank of America October 2011 - May 2015
New York Life Insurance Company January 2010 - October 2011
Commercial Spreads, Inc. October 2008 - December 2009
Bank of Commerce 2008 - 2008
First Charter Bank 2006 - 2008
First Charter Bank (now Fifth Third) 2004 - 2007
RBC Centura 2002 - 2004
RBC Centura 2000 - 2002
Bank of America February 1997 - November 2000
Skills
Risk Management, Commercial Lending, Commercial Banking, Small Business, Financial Services, Small Business Lending, Credit Analysis, Loans, Mortgage Lending, Business Development, Credit, Banking, Portfolio Management, Underwriting, Finance, Financial Analysis, Asset Management, Insurance, Strategy, Executive Management, Sales Management, Business Strategy, Management, Sales, Strategic Financial..., Customer Service
Education
Clemson University 1986 — 1991
BS, Marketing
William Henry Salon November 2014 - Present
US Airways September 2013 - Present
Community1 April 2008 - July 2013
Carolina Commerce Bank May 2004 - March 2008
Fidelity Bank March 2000 - April 2002
First Charter Bank March 2000 - April 2002
South Trust Bank March 1994 - March 2000
BB&T 1985 - March 1994
Skills
People-oriented, Therapeutic Massage
Education
NC Masssage Therapy 2013 — 2014
Certified Massage Therapy
Belmont Abbey College 1982 — 1985
Bachelor of Arts (B.A.), Sociology
Time Warner Cable November 2010 - Present
Waterside Landing HOA February 2012 - Present
First Charter Bank April 2002 - June 2008
Skills
Customer Service, PowerPoint, Risk Management, Microsoft Excel, Microsoft Word, Outlook, Public Speaking, Microsoft Office, English, Windows, Research, Teaching, Project Finance
Education
Strayer University 2009 — 2011
Master of Business Administration (MBA), Project Management
Strayer University 2008 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General, 4.0
DuraFiber Technologies July 2015 - Present
Trident Marketing September 2013 - August 2014
BSN Medical December 2006 - September 2013
BSN medical Germany Holding GmbH 2006 - September 2013
First Charter 2004 - 2006
First Charter Bank 2004 - 2006
Deloitte & Touche September 2002 - December 2004
Arthur Andersen, LLP 2001 - 2001
Skills
Accounting, SEC filings, Financial Reporting, Financial Analysis, General Ledger, Financial Accounting, Accounts Payable, GAAP, Strategic Financial..., Auditing, Account Reconciliation, Sarbanes-Oxley Act, Internal Audit, Cost Accounting, Managerial Finance, Forecasting, Internal Controls, US GAAP, Access, Microsoft Excel, Budgets, Analysis, Finance, Inventory Management, ERP, Tax Research, Revenue Recognition, Tax, Corporate Tax, Big 4, Mergers & Acquisitions, Consolidation, Cash Flow, Tax Accounting, Process Improvement, Due Diligence, SAP, IFRS, CPA, Accounts Receivable, SEC Filings, Hyperion Enterprise, Business Planning, Business Process..., Financial Modeling, Sarbanes-Oxley, Payroll
Education
Appalachian State University 2001 — 2002
Masters of Science, Accounting
LPL Financial July 2015 - Present
Fifth Third Bank June 2008 - July 2015
First Charter Bank December 1999 - June 2008
Skills
AS400 Query, Microsoft Access, Microsoft SQL Server, Microsoft Excel, Microsoft Word, PowerPoint, Cognos Impromptu, Visio, Cognos, Treasury Services, Vendor Management, ACH, Treasury Management, Access, Banking, Financial Analysis, Loans, Risk Management, Credit, Portfolio Management
Education
UNC Chapel Hill 2004 — 2007
NC School of Banking, Accounting, Finance, Sales, Marketing, Commercial Lending, Bank Simulation
Appalachian State University 1993 — 1997
Bachelor of Science, Applied Mathematics, Business
Park Sterling Bank July 2015 - Present
Bank of North Carolina October 2007 - June 2015
First Charter Bank 2005 - 2007
First Charter Insurance 2003 - 2005
The Plastridge Agency 2001 - 2003
FPIC / McCreary Corporation 1998 - December 2000
Beacon Group 1996 - 1998
Associated Business and Commerce 1993 - 1996
NCCI Holdings, Inc 1991 - 1993
Skills
Credit, Risk Management, Workers Compensation, Commercial Banking, Commercial Insurance, Loans, Underwriting, Insurance, Banking, Customer Service
Education
Mount St Joseph Academy HS 1981 — 1985
Florida Atlantic University
Education
Palm Beach Community College
Education
University of Vermont
Merchandising, Consumer Studies and Design
United States Air Guard June 2013 - Present
The N'8 Voice Music Group, Inc March 2009 - Present
United States Army National Guard January 2009 - June 2013
Real Estate Mortgage Network May 2010 - June 2010
Real Estate Mortgage Network March 2010 - May 2010
Security Atlantic Mortgage February 2009 - March 2010
United States Army Reserve August 2004 - August 2008
First Charter Bank August 2005 - June 2008
US Army August 2000 - August 2004
Skills
Microsoft Office, Windows, Research, C++, Strategic Planning, Public Speaking, HTML, English, Microsoft Word, Outlook, Customer Service, Budgets, PowerPoint, Negotiation, Teaching, Microsoft Excel, C, Photoshop, Editing, Event Planning
Education
Berkeley College 2012 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Lee Senior High School 1996 — 2000
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Yancey Financial, LLC April 2015 - Present
Counsel Advisors, LLC January 2013 - April 2015
Fifth Third Bank (formerly First Charter Bank) June 2008 - December 2012
First Charter Bank July 2002 - June 2008
First Union National Bank March 1997 - July 2002
First Union Naitonal Bank November 1993 - March 1997
First Union National Bank January 1991 - November 1993
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Small Business Lending, Credit Analysis, Banking, Portfolio Management, Mortgage Lending, Consumer Lending, Loan Origination, Wealth Management, Financial Analysis, Investments
Education
Georgia State University - J. Mack Robinson College of Business 1990 — 1994
Bachelor's degree, Risk Management / Insurance
Gordon College (GA) 1989 — 1990
Associates of Science, Business Administration
LPL Financial March 2007 - Present
First Charter Bank 2000 - 2007
First Citizens Bank 1995 - 1999
Bank of America July 1992 - August 1995
Bank of America October 1989 - July 1992
Bank of America August 1982 - September 1989
Skills
Financial Services, Series 7, Banking, Wealth Management, Strategic Planning, Customer Experience, Vendor Management, Loans
Education
Queens University of Charlotte 1999 — 2001
M.A., Organizational Communication
Erskine College
B.A.
Fifth Third Bank July 2015 - Present
Fifth Third Bank August 2013 - July 2015
YMCA of Greater Charlotte January 2007 - June 2014
Davidson College September 2010 - April 2014
US Trust, Bank of America September 2011 - August 2013
Fifth Third Bank June 2008 - March 2011
First Charter Bank October 2006 - June 2008
Brown Brothers Harriman 2005 - 2006
Skills
Banking, Public Speaking
Education
Cannon Financial Institute 2007 — 2008
Fiduciary Investment and Risk Management I & II
Nova Southeastern University Shepard Broad College of Law 1999 — 2003
Juris Doctor, Law
Claremont Center for Advanced Montessori Studies 1997 — 1997
American Montessori Society Teaching Certification, Education
Florida State University 1990 — 1993
B.A., English Literature
CenterState Bank September 2013 - October 2014
Mountain 1st Bank & Trust May 2010 - August 2013
Coastal Carolina National Bank March 2008 - May 2010
Resources Global Professionals September 2006 - February 2008
First Charter Bank September 2006 - September 2007
National City Corporation June 1999 - October 2004
Fifth Third Bancorp August 1997 - May 1999
Community First Bank July 1993 - July 1997
KPMG Audit January 1987 - July 1993
Skills
Finance, Financial Reporting, Financial Analysis, Banking, Auditing, Financial Services, Risk Management, Management, Mergers & Acquisitions, Credit, Investor Relations, Accounting, Internal Controls, Corporate Finance, Cash Management, Portfolio Management, Executive Management, Sarbanes-Oxley Act
Education
Eastern Michigan University 1983 — 1987
BBA, Accounting
University of Michigan-Flint
Finance, General
Ally Financial Inc. January 2015 - Present
CommScope September 2003 - December 2014
Dimension Data July 2000 - September 2003
First Charter Bank September 1997 - July 2000
BMI 1996 - 1997
Norwest 1995 - 1996
Skills
Network Security, Data Center, CCNA, Routing, Cisco Technologies, Virtualization, Network Engineering, Switches, CCNP, Network Design, Windows Server, WAN, Network Performance..., Information Security..., Enterprise Architecture, Enterprise Security, Project Management, PMP, Enterprise Risk..., Vulnerability Management, Vulnerability Assessment, Vulnerability Scanning, Threat Analysis, SIEM, Information Security, Host Intrusion..., Firewalls, IT Strategy, Telecommunications, Network Administration, Information Technology, Network Architecture
Education
Regis University
Master of Business Administration (MBA)
Montreat College
Bachelor of Business Administration (BBA)
West Rowan High School
Fifth Third Bank October 2009 - Present
Southern Community Bank and Trust 2006 - 2009
First Charter Bank 2003 - 2006
SouthTrust Bank November 1999 - August 2003
Wells Fargo Bank 1997 - 1999
West One Bank 1985 - 1997
Skills
Strategy Development, Operational Excellence, Adept at developing and..., Credit Risk Analysis, Customer Loyalty, Credit Risk, Banking, Project Management, Loans, Strategy
Education
West One Bank Loan Officer Trainee 1990 — 1991
Comprehensive Lending Program
Treasure Valley Community College 1988 — 1990
Accounting & Business Law
Payette High School
Charlotte Works: Coach and Facilitator May 2013 - Present
Crisis Assistance Ministry July 2012 - May 2015
Peoples Bank February 2008 - May 2011
First Charter Bank 1996 - 2008
BB&T 1991 - 1996
Skills
Performance Management, Change Management, Coaching, Employee Relations, Employee Engagement, Project Management, Strategic Planning, Leadership, Team Building, Team Leadership, Team Management, Customer Service, Consulting, Classroom, E-Learning, Employee Training, Energy, Goal Oriented, New Hire Orientations, Nonprofits, Analysis, Organizational..., Management, Training
Education
Queens University of Charlotte
Bachelor of Science (BS), Business
Queens University of Charlotte
Bachelor of Arts (BA), History
Sweet Petal Boutique July 2014 - Present
Davidson College March 2014 - Present
Davidson College February 2007 - September 2013
First Charter Bank August 2006 - February 2007
Venturi Partners December 2004 - August 2006
Skills
Recruiting, Employee Relations, Coaching, Human Resources, Talent Acquisition, Performance Management, Training, Organizational..., Compensation Structure..., Workforce Planning, Process Improvement, Classification and..., Temporary Placement, Applicant Tracking..., Management, Employee Benefits, Compensation Structures, Talent Management, Hiring, Interviews, Personnel Management, Deferred Compensation, Policy
Education
Appalachian State University
BS, Industrial/Organization Psychology
Central Cabarrus High School
Judge Technical Services December 2014 - Present
ettain group February 2014 - December 2014
ettain group October 2011 - February 2014
ettain group July 2011 - October 2011
ettain group October 2010 - September 2011
ettain group October 2010 - January 2011
Wingate University July 2009 - December 2009
First Charter Bank August 2005 - December 2005
Skills
Team Building, Teaching, Technical Recruiting, Staffing Industry, Talent Acquisition, Sales Management, Management, Account Management, Team Leadership, Networking, Training, Recruiting, Cold Calling, Customer Service, Sales, Microsoft Excel, Industrial Sector, Coaching, Process Improvement, Leadership, Business Analysis, Vendor Management, Staffing Services, Business Development, Banking, Sourcing, Marketing Strategy, Change Management, Program Management, Internet Recruiting, CRM, Applicant Tracking..., Salesforce.com, Staff Augmentation, Consulting, Contract Recruitment, Temporary Placement, College Recruiting, Screening Resumes, Benefits Negotiation, Professional Services, Screening, IT Recruitment, Building Relationships, Permanent Placement, Executive Search, Information Technology, Interviews, SDLC, Lead Generation
Education
Wingate University 2004 — 2009
BS, Marketing
East Carolina University - College of Business
TIAA-CREF 2010 - Present
ACN 2008 - 2010
First Charter Bank 2007 - 2008
Royal & Sunalliance 2000 - 2006
Orion Capital Companies 1985 - 1999
Skills
Team Building, Project Management, Governance, Business Process, Integration, Outsourcing, Business Process..., Process Improvement, IT Service Management, Telecommunications
Education
Florida Southern College 1981 — 1984
Piedmot Advantage Credit Union August 2015 - Present
First Carolina Corporate Credit Union December 2011 - Present
Southern Select Community Credit Union November 2006 - August 2015
Charlotte Metro Credit Union April 2003 - October 2006
First Charter Bank January 2001 - April 2003
Skills
Financial Analysis, Credit Unions, Retail Banking, Banking, Loans, Consumer Lending, Credit, Commercial Lending, Mortgage Lending, Small Business Lending, Credit Analysis, Loan Origination, Commercial Banking, Credit Risk, Underwriting, Asset Liability..., Bank Secrecy Act, Portfolio Management, Financial Reporting, Financial Modeling
Education
Florida State University 1982 — 1984
BA, Economics
Western Carolina University
Economics / Finance
First Charter Bank Customer Service ManagerFirst Charter2001 - Present
Education
Radford University 1979 — 1981
Wells Fargo September 2014 - Present
Aquesta Bank October 2006 - September 2014
SunTrust Bank May 2005 - October 2006
First Charter Bank February 2004 - May 2005
Wachovia Bank September 2002 - February 2004
First Union National Bank October 2000 - September 2002
DLJDirect July 1998 - September 2000
Skills
Commercial Lending, Portfolio Management, Financial Analysis, Business Relationship..., Credit Analysis, Loan Origination, Deposits, Lines Of Credit, Refinance
Education
Appalachian State University 1992 — 1996
First Charter Bank Commercial Credit Underwriter-Business BankingFifth Third BankMarch 2006 - Present
Education
Johnson State College 1983 — 1987
Bachelor of Science
The EVP Group April 2007 - Present
First Charter Bank September 2005 - May 2007
Education
East Carolina University 1991 — 1996
BS, Business
Fremont Bank October 2006 - Present
First Charter Bank 1998 - 2005
Bank of America 1991 - 1996
sunbelt savings 1986 - 1990
first texas savings 1975 - 1985
Skills
Banking, Retail Banking, Credit Analysis, Strategic Financial..., Loans, Sales, Mortgage Lending, Commercial Banking, Small Business Lending, Commercial Lending, Consumer Lending, Credit, Customer Service, Loan Origination, Management
Education
St. Edward's University 1977 — 1979
MBA, Business
Texas Tech University 1964 — 1968
BBA, business and Psychology
First Charter Bank October 2006 - Present
First Charter Bank January 2002 - October 2006
Education
Ball State University - College of Business 1986 — 1991
State Street March 2015 - Present
Ally Financial Inc. 2010 - March 2015
Fifth Third Bank June 2008 - January 2010
First Charter Bank 2007 - 2008
People's Bank March 1998 - May 2007
Skills
ALM, Financial Modeling, Financial Analysis, Banking, Interest Rate Risk..., Risk Management, Financial Risk, Financial Reporting, Team Leadership, Data Analysis, Treasury Management, Fixed Income, Analysis, Forecasting, Funds Transfer Pricing, Finance, Capital Markets, Credit Risk, Management, Stress Testing, Credit, Portfolio Management
Education
Sacred Heart University 2000 — 2001
Master of Science (M.S.), Information Technology and Economics
Capital Bank August 2011 - Present
IronStone Bank, a division of First-Citizens Bank & Trust Company December 2007 - April 2011
First Citizens Bank, a division of First-Citizens Bank & Trust Company March 2004 - December 2007
First Charter Bank March 2001 - March 2004
Skills
Commercial Lending, Underwriting, Commercial Banking, Credit, Loans, Banking, Knowledge Base, Portfolio Management, Retail Banking, Consumer Lending, Leadership, Risk Management, Small Business Lending, Commercial Mortgages, Lines Of Credit, Asset Based Lending, Credit Risk, Treasury Management, SBA, Loan Origination, Mergers & Acquisitions, Cash Management, Mortgage Lending, Commercial Real Estate, Cross Selling, Real Estate, Relationship Management, Finance, Mortgage Banking, Treasury Services, Private Banking, Branch Banking, Financial Risk, Financial Services, Construction Loans, Investments, Wealth Management, Financial Structuring, Refinance, Branch Management
Education
Stonier Graduate School of Banking 1998 — 2000
Bank Management
The University of Connecticut 1987 — 1991
Bachelor of Science, Finance
Anne Neilson Fine Art Gallery October 2013 - Present
Capitol April 2011 - September 2013
YBM ECC January 2010 - February 2011
Delta Petroleum February 2008 - March 2009
First Charter Bank May 2007 - August 2007
Skills
Beginner in Korean..., TESOL/TEFL/TESL..., Mac & PC proficient,..., Customer Service, Social Media, Microsoft Office, Management, Event Planning, Social Networking, Leadership, Advertising, Public Speaking, Strategic Planning
Education
Appalachian State University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Banking
Foundation Cabling Corp June 2008 - Present
First Charter Bank January 2007 - June 2008
Foundation Cabling Corporation September 2005 - April 2007
Skills
Recruiting, Microsoft Office, Accounts Payable, Non-profit Volunteering, Customer Service
Education
Central Piedmont Community College 2014 — 2014
Human Resources
Central Piedmont Community College 2014 — 2014
Human Resources
Central Piedmont Community College 2013 — 2013
Humane Resources
Virginia State University 1995 — 1999
Bachelor of Science (B.S.), Psychology
HomeTrust Bank January 2015 - Present
Fifth Third Bank April 1999 - Present
First Charter Bank 1999 - 2008
Barnett Bank January 1996 - January 1998
Skills
Commercial Real Estate, Asset Managment, Investment Properties, Real Estate, Investments, Asset Management, Commercial Banking, Banking, Loans, Finance, Mortgage Lending, Credit, Commercial Mortgages, Credit Analysis, Commercial Lending, Loan Origination, Consumer Lending, FHA, Small Business Lending, Refinance, Financial Analysis, Residential Mortgages, Corporate Law, Underwriting, Mortgage Banking, Credit Risk, Portfolio Management
Education
Florida International University
BA, plus Commercial Banking Certificate, Business Management
Delhaize America Shared Services Group, LLC/Food Lion March 2015 - Present
Kelly Services August 2014 - November 2014
Lowe's Companies, Inc. August 2011 - July 2014
Lowes's Companies, Inc. August 2011 - April 2012
Brooks Law Office May 2011 - July 2011
First Charter Bank May 2002 - June 2008
First Charter Bank June 1999 - May 2002
First Charter Bank September 1999 - March 2001
Skills
Software Documentation, Outlook, Legal Writing, Management, Vendor Management, Project Management, Notary Public, Customer Service, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Team Building, Legal Research, Westlaw, Contract Negotiation, Administrative..., Legal Compliance, Research, Administrative..., Time Management, Litigation, Problem Solving, Legal Assistance, Employment Law, Corporate Law, North Carolina..., Technical Writing, Negotiation, PowerPoint, Legal Documents, Training, Paralegal, Employment Law..., Compliance
Education
Central Piedmont Community College 2008 — 2011
Associate in Applied Science, Paralegal Technology
Supreme Lending May 2013 - Present
Accenture October 2012 - April 2013
Supreme Lending May 2012 - October 2012
Real Estate Mortgage Network, Inc. November 2011 - April 2012
Bank of America Home Loans May 2011 - November 2011
Fifth Third Bank July 2010 - May 2011
Fifth Third Bank June 2008 - July 2010
First Charter Bank March 2005 - June 2008
First Horizon Home Loans September 2004 - March 2005
Bank of America May 2002 - September 2004
Skills
Loan Origination, Mortgage Lending, Residential Mortgages, Sales Coach, Sales, Loans, Credit, VA loans, Mortgage Banking, FHA, Refinance, Credit Analysis, Selling, FHA financing, Banking, Consumer Lending, USDA, Mortgage Underwriting, Commercial Lending, Underwriting
Education
Appalachian State University 1989 — 1993
Statistics
UNC Charlotte January 2010 - Present
UNC Charlotte August 2004 - January 2010
First Charter Bank April 2001 - March 2003
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Higher Education, Community Outreach, Non-profits, Social Media, Microsoft Word, Nonprofits, Policy, Editing, Volunteer Management, Social Networking, Data Analysis, Leadership Development, Social Media Marketing, Event Management, Leadership
Education
Syracuse University 1990 — 1994
Bachelor of Arts (BA), English and English Education
Northfield Mt Hermon School 1986 — 1990
Yadkin Bank August 2010 - Present
LNB Consulting January 2006 - July 2010
First Charter Bank 1998 - 2005
Skills
SPHR
Education
Appalachian State University 1976 — 1980
BS
Bank of North Carolina June 2012 - Present
Southern Community Bank and Trust February 2007 - June 2012
Grant Thornton August 2005 - February 2007
Dixon Hughes PLLC February 2004 - August 2005
First Charter Bank October 1999 - February 2004
Capital City Bank Group, Inc. April 1997 - October 1999
Skills
Internal Audit, Enterprise Risk..., Sarbanes-Oxley Act, Auditing, Financial Risk, Internal Controls, Financial Analysis, Banking, Credit, Risk Assessment, Operational Risk..., Credit Risk, Risk Management, Financial Institutions, SOX, Risk, Audit, Compliance, SBA
Education
University of Florida 1993 — 1996
BSBA, Finance
Wells Fargo Wealth Management 2009 - Present
Wachovia 2007 - 2008
Wachovia Securities 2002 - 2007
Wachovia Securities 1995 - 2002
First Charter Bank 1993 - 1995
Deutsche Financial Services Corp. 1991 - 1992
Skills
Financial Analysis, Credit Risk, Financial Risk, Financial Advisory, Operational Risk, Risk Management, Mortgage Banking, Mortgage Lending, Loans, Credit Analysis, Loan Origination, Credit, Underwriting, Banking, Commercial Lending
Education
Roosevelt University 1991 — 1992
MBA, Business
University of Iowa - Henry B. Tippie College of Business 1983 — 1987
BBA, Finance
Argent Trust Company February 2015 - Present
Reliance Trust Company June 2012 - January 2015
FPA of Charlotte 2009 - 2013
The Trust Company of Sterne Agee Inc March 2009 - June 2012
First Charter Bank July 2003 - March 2009
Wachovia 2001 - 2003
First Union 1998 - 2001
Education
Campbell University 1995 — 1997
Bachelor, Trust Mgmt Minor in Financial Planning
Mount Aloysius College 1978 — 1980
Associate of Science, Merchandising
CWS, Cannon Trust I, II, III, Trust Tax I, II
Johnstown High School
First South Bank July 2009 - Present
First Charter Bank March 2005 - July 2009
The Fidelity Bank September 2001 - March 2005
First Union Bank March 1999 - September 2001
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Loans, Commercial Banking, Banking, Credit, Consumer Lending, Underwriting, Mortgage Lending, Loan Origination, Retail Banking
Education
ABA Stonier Graduate School of Banking 2015 — 2017
Masters of Banking, Banking
North Carolina State University 1990 — 1996
Bachelors, Business, Communications
Essex Bank July 2014 - Present
Essex Bank February 2011 - July 2014
Essex Bank November 2009 - February 2011
First Charter Bank December 2000 - July 2008
Skills
Credit, Loans, Credit Risk, Banking, Financial Risk, Portfolio Management, Commercial Banking, Due Diligence, Risk Management, Retail Banking, Commercial Lending, Construction Loans, Enterprise Risk..., Credit Analysis, Consumer Lending, Underwriting, Small Business Lending, Asset Based Lending, Mortgage Lending, Loan Origination, Real Estate, Lines Of Credit, Cash Management, Treasury Management, Financial Analysis, Mortgage Banking, Commercial Mortgages, Financial Services, Financial Structuring, Refinance, Structured Finance, Relationship Management, Capital Markets, Real Estate Financing, Budgets, Cash Flow, Commercial Real Estate
Education
University of Florida 1983 — 1987
B.S., Finance and Insurance
First Charter Bank 1999 - 2008
Bank of America May 1995 - June 1999
Security Capital Bancorp March 1974 - June 1995
Education
Columbia International University
Dassault Systèmes August 2008 - Present
First Charter Bank April 2001 - June 2008
Skills
Integration, Requirements Analysis, Process Improvement
Education
Limestone College 1984 — 1987
B.S., Business Administration
Dassault Systèmes August 2008 - Present
First Charter Bank (now Fifth Third) 2001 - 2008
First Charter Bank 2001 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Help Desk Support, PowerPoint, Creative Writing, Change Management, Risk Management, New Business Development, Financial Analysis, Banking, Nonprofits, Coaching, Account Management
Education
Limestone College 1984 — 1987
Bachelor's degree, Business Administration and Management, General
Burdett College 1964 — 1967
diploma, Medical Secretarial
HomeTrust Bank October 2007 - Present
First Charter Bank January 2001 - October 2007
Skills
Mortgage Lending, Credit, Refinance, FHA, Mortgage Banking, Loan Origination, Residential Mortgages, Banking, VA loans, Commercial Lending, Customer Service, Sales, Credit Analysis, Real Estate, Investment Properties, Foreclosures, Strategic Planning, First Time Home Buyers, Finance, Management, Commercial Loans, Consumer Lending
Education
North Carolina State University 1987 — 1992
Bachelor of Arts (BA), Business Mgmt
Harvard University March 2014 - Present
Harvard University September 2011 - March 2014
Muscular Dystrophy Association April 2008 - September 2009
Truliant Federal Credit Union 2006 - April 2008
First Trust Bank 2005 - 2006
First Charter Bank 2000 - 2005
Education
Northeastern University
Master of Education (M.Ed.), Higher Education/Higher Education Administration
Western Carolina University
Bachelors Degree
PwC March 2015 - Present
Office of the Chief Financial Officer, Government of the District of Columbia June 2009 - September 2014
Wachovia, A Wells Fargo Company 2004 - June 2009
Bank of America 2000 - 2004
First Charter Bank 1998 - 2000
Skills
Enterprise Risk..., Risk, Risk Mitigation, Risk Management, Operational Risk, Operational Risk..., Risk Analysis, Compliance, Risk Assessment, Business Continuity, Internal Controls, Change Management, Process Improvement, Corporate Governance, Strategic Planning, Governance, Credit Risk, Compliance Management, Financial Analysis, Policy, Management Consulting, Financial Risk, Analysis, Management, Government, Program Management, Information Technology, Strategy
Education
Mercer University - Stetson School of Business and Economics 1992 — 1993
MBA
University of Maryland College Park
B.S., Business
Villanova University
Certification, Six Sigma Black Belt
Uwharrie Bank June 2004 - Present
First Charter Bank June 1972 - May 2004
First Charter Bank June 1972 - May 2004
Skills
Customer Service, Banking, Commercial Banking, Strategic Planning, Credit, SaaS, Loans, Financial Analysis, Risk Management, Credit Analysis, Portfolio Management, Small Business Lending, Underwriting, Insurance, Retail Banking, Finance, Mortgage Lending, Commercial Lending, Credit Risk, Consumer Lending, Treasury Management
Education
University of North Carolina at Chapel Hill 2002 — 2007
Banking, Finance
Central Piedmont
Randy Humphrey Inc August 2015 - Present
blueharbor bank June 2008 - August 2015
Icatchbiz LKN 2009 - 2010
First Charter Bank July 2000 - June 2008
First Charter Bank 2000 - 2008
Skills
Excel, Problem Solving, Word, Loans, Financial Analysis, Customer Relations, Banking Relationships, Banking Operations, Retail Banking, Core Banking, Risk Management, Microsoft Excel, Consumer Lending, Small Business Lending, Commercial Lending, Commercial Banking, Credit Risk, Credit Analysis, Microsoft Word, Lines Of Credit, Loan Origination, Underwriting, Mortgage Lending, Treasury Management
Education
Brevard Community College 1992 — 1993
Seminole Community College 1991 — 1993
First Citizens Bank September 2005 - Present
Capital Bank December 2003 - September 2005
First Charter Bank March 1999 - November 2003
Centura Bank 1994 - 1999
First Union National Bank 1992 - 1994
Dominion Bank, Virginia July 1987 - 1992
Skills
Banking, Credit, Analysis, Commercial Banking, Finance, Real Estate, Commercial Lending, Management, Entrepreneurship, Small Business Lending, Loans, Team Management, Credit Analysis, Loan Origination, Consumer Lending, Portfolio Management, Retail Banking, Leadership
Education
Virginia School of Bank Management, UVa 1990 — 1992
Mars Hill University 1983 — 1987
Bachelor of Science, Banking and Finance
Fifth Third Bank 2006 - Present
Charlotte Collegiate Football 2007 - 2011
First Charter Bank 2004 - 2008
Bank of America 1995 - 2006
Skills
Commercial Banking, Banking, Credit Analysis, Treasury Management, Commercial Lending, Loans, Credit, Underwriting, Small Business Lending, Portfolio Management, Credit Risk, Mortgage Lending, Credit Cards, Relationship Management, Financial Services, Capital Markets, Financial Structuring, Finance, Cash Flow Lending
Education
East Carolina University 1988 — 1992
BA, Economic
East Carolina University 1988 — 1990
BA, Economic
Ascension Insurance Agency, Inc. May 1997 - Present
First Charter Bank 2000 - 2008
Price Waterhouse Coopers March 1999 - March 2000
Liberty Mutual Insurance September 1993 - May 1997
DuCharme, McMillen & Associates 1991 - 1993
Skills
Benefits Administration, Brokers, COBRA, Customer Service, Disability Insurance, Insurance
Education
University of North Carolina at Charlotte 1987 — 1991
BA
Aquesta Bank 2007 - Present
First Charter Bank 1983 - 2005
first union bank 1983 - 1987
Education
Marshall University 1962 — 1966
ab, Political Science
Dick's Sporting Goods 2006 - 2010
First Charter Bank 1999 - 2006
Citizens Insurance Company May 1995 - June 1998
Michigan National Bank June 1985 - April 1995
Amway Corporation 1980 - 1985
Education
Michigan State University
Masters, Labor Relations
Motorsports Authentics May 2006 - Present
Sports Spinners January 2005 - May 2006
High Performance Sports Marketing January 1996 - January 2002
Hefner Plumbing January 1992 - January 1994
Presbyterian Church Daycare January 1990 - January 1992
First Charter Bank January 1988 - January 1990
Education
Appalachian State University
Bachelor of Science Degree, Communications
Bank of the Carolinas 2014 - Present
FIFTH THIRD BANK April 2006 - March 2014
FIRST CHARTER BANK May 2000 - March 2006
CABARRUS BANK March 1997 - April 2000
FIRST CHARTER BANK May 1985 - May 1996
Skills
Retail Banking, Loans, Financial Services, Portfolio Management, Banking, CRM, Finance, Investments, Management, Analysis, Consumer Lending, Customer Retention, Cross Selling, Customer Service, Accounting, Private Banking, Loan Servicing
Education
Peace College
THE HARTFORD INSURANCE July 2008 - Present
Bank of America April 2008 - July 2008
First Charter Bank December 2007 - April 2008
Bank of America May 2004 - May 2006
Bank of America May 2002 - May 2004
Skills
Recruiting, Management
Education
Strayer University-North Carolina 2006 — 2010
Bachelor of Business Administration (BBA), Human Resources Management and Services
PNC October 2012 - Present
First Charter Bank April 2005 - April 2007
Wachovia, A Wells Fargo Company June 2003 - April 2005
Unisys June 2000 - June 2001
Skills
Commercial Lending, Credit Analysis, Treasury Services, Commercial Banking, Credit, Banking, Portfolio Management, Loans, Relationship Management, Asset Based Lending, Underwriting, Financial Structuring, New Business Development, Risk Management, Finance, Treasury Management, Financial Analysis, Mergers, Capital Markets, Wealth Management, Lines Of Credit, Credit Risk, Middle Market, Commercial Mortgages, Cash Management, Strategy, Cash Flow, Financial Modeling, Strategic Financial..., SBA, Payments
Education
Appalachian State University 2001 — 2003
MBA, Finance
University of North Carolina at Charlotte - Belk College of Business 1995 — 2000
BS, Business Administration
Supreme Lending May 2011 - Present
Fifth Third Bank March 1999 - June 2011
First Charter Bank March 1999 - June 2011
Skills
Mortgage Lending, USDA, VA, FHA financing, FHA, VA loans, Conventional, Refinance, Mortgage, Loans, Underwriting, Credit, First Time Home Buyers, Home, Real Estate, Short Sales, Mortgage Banking, Loan Origination, Mortgage Industry, Conforming, Residential Mortgages, Credit Analysis, Banking, Loan Structuring, Government Loans, Mortgage Planning, Sales Management, Compliance, Non-Conforming, Customer Relations, Investment Properties, Public Speaking, Recruiting, Six Sigma, Commercial Lending, Construction Loans, Customer Service, Residential Homes, Financial Structuring, Certified Mortgage..., Mortgage Marketing, Real Estate Financing, Commercial Banking, Reverse Mortgages, Mortgage Underwriting, Mortgage Servicing, Home Equity Loans, Consumer Lending, Referrals, Retail Banking
Education
Indiana University Bloomington
Element Materials Technology April 2011 - July 2012
Maersk July 2008 - September 2008
Sunbelt Rentals July 2007 - May 2008
Habitat for Humanity of Greater Greensboro March 2006 - June 2007
Habitat for Humanity of Greater Greensboro May 2005 - March 2006
First Charter Bank 2004 - 2005
Friendship Trays 2004 - 2004
Skills
Accounts Payable, SAP, Peachtree, Invoicing, Datatel, Dreamweaver, Photoshop, Excel, Outlook, PowerPoint, Word, Access, Editing, Microsoft Excel, Microsoft Word
Education
Elon University 2000 — 2004
BA, English
Myers Park High
ADP October 2006 - April 2011
First Charter Bank March 2001 - May 2006
Lance, Inc January 1998 - July 2000
Skills
Employee Benefits, Deferred Compensation, HRIS, Human Resources, Public Speaking, System Administration, Policy, Training, Workers Compensation, Management, Recruiting, Performance Management, Project Planning, Analysis, Payroll, Employee Relations, ADP Payroll, Coaching, Customer Service, Interviews, Onboarding, Benefits Administration
Education
East Carolina University 1975 — 1979
BA, Psychology
Torrence Creek Elementary June 2009 - August 2011
Bushu Management INC June 2006 - June 2011
First Charter Bank February 2002 - June 2006
First Charter Bank February 2002 - June 2006
Ohio Bank July 1995 - February 2000
The Ohio Bank July 1995 - February 2000
Skills
Management, Budgets, Customer Service, Accounts Payable, Retail Banking, Cash Flow, Training, Accounting, Microsoft Excel, Team Building, Project Management, Recruiting
Education
Bowling Green State University
Findlay High School
Bank of North Carolina August 2009 - Present
Silverton Bank, N.A. May 2007 - July 2009
First Charter Bank December 2005 - May 2007
Skills
Loans, Commercial Lending, Commercial Banking, Credit, Credit Analysis, Banking, Credit Risk, Underwriting, Portfolio Management, Financial Risk, Loan Origination, Risk Management, Lines Of Credit, Financial Analysis, Finance, Small Business Lending
Education
La Salle University 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1993
Bachelor of Arts (B.A.), Economics
East Stroudsburg University of Pennsylvania 1988 — 1990
Economics
Riceland Foods, Inc. April 2011 - Present
Riceland Foods, Inc. November 2009 - April 2011
Charlotte Truck Center, Inc. January 2007 - August 2008
Concept Steel, In September 2006 - December 2006
First Charter Bank February 2006 - July 2006
The Heritage Company January 2004 - May 2005
Education
Harding University 1999 — 2005
BBA, Accounting
ABG Pentegra June 2012 - Present
Wells Fargo September 2010 - March 2012
Wachovia April 2004 - 2008
First Charter Bank 2001 - 2004
PFPC/First Data 1999 - 2001
Bank One 1995 - 1996
Skills
Banking, Wealth Management, Portfolio Management, Financial Analysis, Financial Services, Investments, Loans, Mutual Funds, Relationship Management, Securities, Management, Pensions, Asset Management, Equities, 401k, Risk Management, Cash Management, Business Analysis
Education
The Ohio State University Fisher College of Business 1983 — 1988
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Park Sterling Bank November 2013 - Present
Park Sterling Bank November 2012 - November 2013
Uwharrie Capital Corp May 2012 - November 2012
First National Bank of Shelby NC March 2011 - May 2012
First National Bank of Shelby NC November 2007 - March 2011
First Charter Bank February 2004 - November 2007
Skills
Credit Analysis, Credit Risk, Financial Analysis, Risk Management, Microsoft Office, Microsoft Excel, Customer Service, Customer Satisfaction, Banking, Underwriting, Portfolio Management, Finance, Commercial Lending
Education
University of North Carolina at Asheville 1983 — 1987
Bachelor of Arts (BA), Economics
BB&T August 2010 - Present
TD 2012 - 2014
TD 2012 - 2014
TD 2012 - 2014
First Charter Bank August 2006 - March 2009
First Citizens National Bank May 2006 - August 2006
Skills
Perform specialized..., Responsible for bank..., Opening check, savings..., Selling and promoting a..., Account maintenance or..., Assisted with creating..., 20 years of customer...
Education
Isothermal Community College 2006 — 2008
Business Administration and Management, General
Rutherford-Spindale Central High School 1993 — 1996
Diploma
ettain group July 2015 - Present
Randstad Technologies US December 2013 - June 2015
Bank of America June 2006 - December 2013
First Charter Bank April 2003 - June 2006
Skills
Banking, Commercial Banking, Marketing, Loans, Credit Cards, Mortgage Banking, Internet Banking, Residential Mortgages, Retail Banking, Mortgage Lending, Database Marketing, Financial Services, Payments, Relationship Management, Management, CRM, Vendor Management, Process Improvement, Customer Acquisition, Business Analysis, Credit
Education
Nassau Community College
Associate's degree, Administrative Assistant and Secretarial Science, General
Capital Bank February 2011 - Present
Fifth Third Bank June 2008 - January 2011
First Charter Bank June 2002 - June 2008
PNC July 1993 - October 2001
Skills
Sales, Sales Management, Risk Management, Liquidity Management, Treasury Management, Credit Analysis, Banking, Credit, Cash Management, Commercial Banking, Commercial Lending, Loans, Relationship Management, Retail Banking, Small Business Lending, Portfolio Management, Financial Analysis
Education
Hampton University 1989 — 1993
BS, Accounting
East Allegheny High School 1986 — 1989
Capital Bank September 2013 - Present
Metro Special Police and Security 2011 - 2012
SunTrust Bank March 2007 - February 2009
Carolina Commerce Bank June 2004 - January 2007
First Charter Bank March 2002 - May 2004
BB&T June 1994 - March 2002
Skills
Commercial Lending, Income Based Property..., Business to Business..., Customer Service, Computer Proficiency, Credit Risk & Analysis, Commercial Real Estate..., C & I and Real Estate..., Commercial Mortgages, Commercial Banking, B2B, Credit, Relationship Management, Sales, Underwriting, Management, Loans, Banking, Credit Analysis, Credit Risk, Portfolio Management, Treasury Management, Finance, Cash Management, Cross Selling, Loan Origination, Lines Of Credit, Risk Management, Financial Analysis, Financial Services, Asset Based Lending, Investments, Mortgage Banking, Credit Cards, Wealth Management, Refinance, SBA, Merchant Services, Private Banking, Branch Banking, Cash Flow Lending, Banking Relationships, Treasury Services, Residential Mortgages, Middle Market, Trade Finance, Capital Markets, Payments, Construction Loans, Mutual Funds
Education
Belmont Abbey College 1990 — 1994
Bachelor of Arts (BA), Business Administration, Management and Operations
Self-employed October 2013 - Present
Fifth Third Bank June 2009 - December 2010
First Charter Bank June 2002 - December 2010
Skills
Loans, Mortgage Lending, Credit, Commercial Lending, Loan Origination, Banking, Residential Mortgages
Education
Catawba College 2001 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Rowan Cabarrus Community College 1990 — 1992
Associate's degree, Business Administration and Management, General