First Union Brokerage
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First Union Brokerage Employees
Century 21 Action Plus Realty January 2009 - Present
Prudential Securities January 1999 - January 2004
First Union Brokerage 1996 - 1999
Skills
Listings, Real Estate Transactions, Buyer Representation, Seller Representation, Residential Homes, Residential Communities, Selling, First Time Home Sellers, Assisting First Time..., First Time Home Buyers, Investment Properties, Distress Properties, selling properties, purchasing real estate, Property, Real Estate, New Home Sales, REO, Single Family Homes, National Association of..., Relocation, Condos, Relocation Buyers, Sellers, Listing Homes, Waterfront, Move Up Buyers, Townhomes, New Homes, Rentals, Luxury, Short Sales, Referrals, Investors, e-PRO, Resellers, Vacation Homes, Second Home, Acreage, HUD, Buyers, Seniors, Real Property, Real Estate Marketing, Agents, Gated Communities, Empty Nesters, Senior Real Estate, Contract Negotiation, Buyer's Agent
Education
Bergen Community College 1991 — 1993
associates, Art
Walmart May 2012 - Present
CDI Corp 2012 - 2012
BNY Mellon Inc March 2011 - December 2011
Wachovia Securities 2000 - 2011
Global Financial Services 1999 - 2009
First Union Brokerage 1992 - 1997
First Union Brokerage 1992 - 1997
First Union Brokerage 1992 - 1997
First Union Brokerage 1992 - 1997
Skills
AML, Accounting, Banking, SWIFT payments, Analysis, Investments, Financial Services, User Acceptance Testing, Business Requirements, Business Analysis, Securities, Financial Analysis, Settlement, SDLC, Risk Management, Bloomberg, Management, Equities, Training, Mutual Funds, Back Office, FX Options, Finance, Corporate Actions, Process Improvement, Financial Modeling, Capital Markets, Investment Banking, Portfolio Management, Valuation, Project Management, Vendor Management, Options, Cash Management, Financial Risk, Trading, Fixed Annuities, Wealth Management, Financial Markets, Derivatives, Fixed Income, Asset Managment, Trading Systems, Bonds, Loans, Relationship Management, Recruiting, Credit, Middle Office, Asset Management
Education
City University of New York City College 1969 — 1973
Business Administration
Wilmington Trust June 2014 - Present
Beneco January 2013 - January 2014
University of Phoenix 2010 - 2013
Capitol Wealth 2007 - 2010
AXA Advisors 2003 - 2007
Charles Schwab 1999 - 2003
First Union Brokerage 1997 - 1999
Boat/US and West Marine 1993 - 1997
US Navy 1985 - 1997
Skills
Strategy, Marketing, Marketing Strategy, Portfolio Management, Management, Operations Management, Retail, Leadership, Data Analysis, Business Planning, Budgets, Leadership Development, Strategic Planning, Training, Financial Services, Analysis, Team Leadership, Process Improvement, Program Management, Coaching, Team Building, Sales, Organizational..., Entrepreneurship, Financial Analysis, Finance
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA)
SUNY Stony Brook
Bachelor of Science (BS) Physics
Ocular Systems Inc. April 2012 - Present
Stearns Financial Services Group November 2010 - April 2012
Gnam Gnam Gelato 2009 - 2010
Allegacy Federal Credit Union May 1998 - January 2009
First Union Brokerage December 1995 - May 1998
Interstate Johnson Lane March 1994 - December 1995
American Express 1989 - 1995
Skills
Strategy, Leadership, Management, Investments, Portfolio Management, Finance, Entrepreneurship, Training, Financial Services, Sales, Due Diligence, New Business Development, Project Management, Estate Planning, Accounting, Venture Capital, Securities, Retirement, Financial Planners, Tax
Education
University of North Carolina at Greensboro 2010 — 2012
BS, Accounting
Small Business & Technology Development Center 2010 — 2010
n/a, Grant/Proposal writing
College of Financial Planning 2001 — 2004
CFP, Financial Planning
University of North Carolina at Greensboro 1983 — 1987
BS, Political Science
Frankfurt American High 1980 — 1983
Syracuse University September 2006 - Present
Evergreen Investments October 2005 - July 2006
Wachovia Securities September 2000 - October 2005
First Union Brokerage April 1998 - September 2000
First Union Brokerage June 1997 - April 1998
Skills
Project Management, Cross-functional Team..., Testing
Education
State University of New York College at Oswego
Working Solutions June 2015 - Present
Sykes September 2008 - October 2014
Progressive Nursing Staffers 2002 - 2005
Online Resources June 1999 - November 2000
First Union National Bank June 1998 - February 1999
First Union Brokerage August 1997 - June 1998
Microdyne April 1995 - June 1997
Sterling Capital Management LLC October 1994 - January 1995
Smith Barney Brokerage Firm August 1990 - October 1994
Marriott Hotels 1989 - 1990
Skills
Call Centers, Avaya, Technical Support, Troubleshooting, Service Delivery, Workforce Management, Active Directory, Cisco Technologies, Sla, Outsourcing, Vendor Management, ITIL, BPO, VPN, Windows Server, Customer Service
Education
West Charlotte Senior High 1985 — 1989
University of Phoenix