Wachovia Company
Industry: Financial services company
DescriptionWachovia was a diversified financial services company based in Charlotte, North Carolina. Before its acquisition by Wells Fargo and Company in 2008, Wachovia was the fourth-largest bank holding company in the United States, based on total assets. Headquarters: Charlotte, North Carolina, United States Acquisition date: 31 December 2008 Founded: 16 June 1879 Defunct: 2008 (as an independent corporation); 2011 (as a brand) Subsidiaries: Wells Fargo Advisors, Wachovia Service Corp, Parent organization: Wells Fargo
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Wachovia Employees
Regions Bank August 2015 - Present
Max Cash Title Loans August 2014 - September 2015
Insight Card Services December 2014 - August 2015
T-Mobile October 2012 - June 2014
United States Postal Service August 2011 - November 2011
LabCorp September 2010 - August 2011
WACHOVIA July 2008 - September 2010
Alabama Power Company May 2007 - June 2008
SITEL CORPORATION May 2006 - April 2007
TeleTech October 2005 - April 2006
Skills
Data Entry, Call Centers, Finance, Wireless, Customer Service, Customer Experience
Education
Jefferson State Community College
Shades Valley High School 1999 — 2002
Diploma
HSBC July 2015 - Present
Goldman Sachs June 2014 - June 2015
Wells Fargo Securities April 2012 - June 2014
Wells Fargo November 2009 - March 2012
Wells Fargo January 2009 - November 2009
Wachovia June 2007 - December 2008
TruContinuity January 2003 - June 2007
UBS Investment Bank February 2006 - May 2007
Goldman Sachs February 2005 - January 2006
Bank of America February 2004 - January 2005
Skills
Vendor Management, Banking, Risk Management, IT Strategy, IT Transformation, Business Analysis, Portfolio Management, Enterprise Architecture, Business Transformation, Mergers, Business Process..., Infrastructure, Financial Services, Project Portfolio..., Management Consulting, Integration, Financial Risk, Strategic Planning, Business Process..., Business Process, Strategy, Program Management, PMO, Mergers & Acquisitions, Governance, Equities, Capital Markets, Consulting, SDLC, Project Management, Cross-functional Team..., Data Governance
Education
Johnson and Wales University 1983 — 1986
Associate's degree, Culinary Arts/Chef Training
Citi August 2012 - Present
JPMorgan Chase August 2010 - August 2012
Magnolia Properties September 2007 - September 2008
BB&T October 2005 - September 2007
Cygnet Private Bank February 2004 - September 2005
Wells Fargo December 2002 - April 2003
Wachovia September 1997 - December 2002
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Banking, Loan Origination, Retail Banking, Residential Mortgages, Lines Of Credit, Mortgage Servicing, Consumer Lending, Finance, Refinance, Risk Management, Financial Services, Relationship Management, Mortgage Underwriting, FHA financing, Investment Properties, Real Estate, Operations Management, FHA Financing
Education
Jacksonville University
Bachelor of Arts (B.A.), Art History and Humanities
Qualex Consulting Services October 2011 - Present
JPMorgan Chase October 2011 - Present
Credit First National Association April 2013 - November 2013
American Express July 2011 - November 2011
Freddie Mac August 2009 - August 2011
TAKE Enterprise Services, Inc (formerly Attic Technologies) December 2003 - August 2011
Freddie Mac July 2007 - June 2009
Wells Fargo April 2006 - June 2007
Freddie Mac May 2005 - March 2006
Wachovia March 2004 - May 2005
Skills
SAS, ETL, Business Intelligence, Data Modeling, SQL, SDLC, DB2, Unix, Data Migration, Data Analysis, Unix Shell Scripting, Visio, Data Mining, SAS Programming, SAS BI, SAS/SQL, Business Analysis, Teradata, Sybase, OLAP, Dimensional Modeling, Data Integration, Analytics, Data Management, Tableau, Data Warehousing, Ksh, Autosys, Mainframe, JCL, Credit Risk, Oracle SQL, QlikView, Spotfire
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
University of Maine 2001 — 2003
MS, Spatial Information Science & Engineering, A
Jawaharlal Nehru Technological University 1996 — 2000
BTech, Electrical and Electronics Engineering
Wells Fargo June 2014 - Present
TIAA-CREF January 2014 - June 2014
Wachovia, A Wells Fargo Company August 2010 - December 2013
Cisco Systems December 2011 - June 2012
Ansaldo STS December 2009 - August 2010
Wachovia 2007 - November 2009
Oracle July 2006 - February 2007
GE 2004 - 2006
Skills
Solaris, Unix, High Availability, Cluster, Linux, RedHat, Storage, Oracle, Linux System..., Veritas Volume Manager, Infrastructure, RHCE, Data Migration, Veritas Storage..., Disaster Recovery, Virtualization, VMware, Data Center, Red Hat Linux, Servers
Education
Jawaharlal Nehru Technological University 2001 — 2004
Bachelor in Computer Science & Engineering Technology, Computer Science
space central school
Summerhill Partners, LLC January 2013 - Present
Gulf Stream Asset Management April 2008 - November 2011
Summerhill Partners 2006 - 2008
Wachovia 1995 - 2006
Morgan Stanley 1986 - 1995
Comtrack Incorporated 1984 - 1986
The Chase Manhattan Bank 1981 - 1984
Skills
Succession Planning, Talent Management, Performance Management, Recruiting, Leadership Development, Employee Relations, Human Resources, Deferred Compensation, Leadership, HRIS, Employee Engagement, Strategy, Executive Search, Management, Start-ups, Coaching, Management Consulting, Strategic Planning, Executive Management, Talent Acquisition, Executive Coaching, Mergers & Acquisitions, Business Planning, Organizational Design, Personnel Management, Organizational..., Workforce Planning, Organizational..., HR Consulting, Human Capital, Employee Benefits
Education
Ithaca College
BM
University of Miami
MM
Level 3 Communications December 2013 - Present
BB&T January 2005 - December 2005
U of L Properties Student Apartments June 2003 - December 2004
Wachovia June 1999 - August 2002
IBM June 1998 - June 1999
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, Event Planning, Expense Reports, General Ledger, Organization Skills, Appointment Scheduling, Travel Arrangements, Coordinate Meetings, Coordinate Events, Office Administration, Prioritize Workload, Sponsorship Marketing, Agenda, Ownership, Multi-task & Handle...
Education
Jefferson Community College 2012 — 2014
Elementary Education and Teaching
Rowan-Cabarrus Community College 1998 — 2000
Psychology
Concord High School 1994 — 1998
Storytellling Strands - Custom Jewelry Creations December 2012 - Present
Jeffco Action Center and Meals On Wheels November 2008 - Present
Wachovia May 1982 - November 2008
Skills
Mortgage Lending
Education
Iowa State University
Wells Fargo April 2012 - Present
Wachovia, A Wells Fargo Company August 2009 - April 2012
Wachovia February 2009 - August 2009
Wachovia August 2008 - January 2009
Parkway Properties August 2007 - May 2008
Wachovia May 2007 - August 2007
Lockheed Martin May 2006 - August 2006
Skills
Organization &..., Event Planning, Budgets, Coordinating Events, Financial Analysis, Accounting, Microsoft Excel, Financial Reporting, Access, Essbase, Analysis, Risk Management, Process Improvement, Forecasting, Auditing, Vendor Management
Education
UNC Charlotte 2012 — 2012
Meeting and Event Planning Certificate Program
Jackson State University 2004 — 2008
BBA, Finance
Remax Business December 2014 - Present
Remax December 2014 - Present
Great American Restaurants August 2010 - October 2014
Wachovia August 2009 - August 2010
JMU Athletic Dept May 2009 - August 2009
Skills
Financial Analysis, Sales, Financial Reporting, Financial Accounting, Interpersonal Skill, Customer Service
Education
James Madison University 2005 — 2009
B.S., Sports Management and Business
Xcel Wealth Management October 2014 - Present
Floridian Bank April 2013 - October 2014
PNC Bank June 2008 - April 2013
RBC Bank 2008 - 2011
Fifth Third Bank August 2006 - June 2008
EverBank July 2003 - June 2005
American Express Financial Advisors 2002 - 2003
Wachovia May 1998 - August 2002
INROADS May 1997 - August 2002
Skills
Banking, Loans, Finance, Investments, Commercial Banking, Retail Banking, Small Business Lending, Management, Commercial Lending, Small Business, Strategic Financial..., Customer Service, Branch Management, Consumer Lending, Retirement Planning, Strategic Planning, Mortgage Lending, Team Building, Loan Origination, Business Development, Budgets, Real Estate, Investment Properties, CRM, Sales, Financial Planning, Retail, Small Business...
Education
Jacksonville University 2004 — 2007
MBA, Business
University of Florida - Warrington College of Business Administration 1997 — 2002
BS, Finance
BBVA COMPASS January 2011 - Present
Wachovia February 2006 - December 2010
Skills
Retail Banking, Business Banking, Property & Casualty..., Life and Health..., Series 6, Series 63, NMLS Licensed, Residential Mortgages, Home Equity Lines of..., Home Equity Loans, Communication Skills, Commercial Banking, Finance, Lines Of Credit, Loan Origination, Mortgage Lending, Loans, Customer Service
Education
Jacksonville State University
Bachelor of Science (B.S.), MANAGEMENT
Snead State Community College
Associate's degree, Business Administration and Management
Allianz Global Assistance January 2014 - Present
TruGreen March 2013 - December 2013
Mondial Assistance July 2005 - September 2011
Wachovia January 2004 - June 2005
Overnite Transportation January 2003 - January 2004
Catherine's September 2000 - January 2003
Lane Bryant April 1998 - September 2000
Books A Million October 1995 - April 1998
Skills
Social Media, Marketing, Leadership, Management, Customer Service, Sales, Research, Blogging, Event Planning, Public Relations, Microsoft Office
Education
Johnson & Wales University 1994 — 1996
Bachelor of Science, Hospitality Management
Johnson and Wales University 1992 — 1994
Associates in Applied Science, Hotel/Restaurant Management
FREEDM Systems Center - NC State University November 2008 - Present
Wachovia September 2000 - November 2008
North Carolina State University May 1992 - August 2000
Virginia Commonwealth University November 1990 - April 1992
Skills
Loans, Credit, Banking, Credit Analysis, Financial Analysis, Strategic Planning, Loan Origination, Risk Management, Investments, Financial Modeling, Financial Services, Underwriting, New Business Development, Relationship Management, Portfolio Management, Finance, Due Diligence, Team Building, Leadership, Budgets, Business Development, Management, Marketing, Sales Management, Sales, Project Management, Higher Education, Proposal Writing, Start-ups, Human Resources, Analysis, Public Relations, Research, Event Management, Strategy, Training, Executive Management, Process Improvement, Interviews, Leadership Development, Business Strategy, Program Management, Data Analysis, Nonprofits, Policy
Education
James Madison University
MPA, Public Administration and Political Science
James Madison University
BA, Public Administration and Political Science
Market America, Inc. 2015 - Present
MissionMode Solutions 2010 - 2014
DPSI 2004 - 2008
Wachovia 1998 - 2000
Macmillan Publishing 1991 - 1998
Skills
Marketing Communications, Email Marketing, Blogging, Lead Generation, Crisis Management, B2B Marketing, Marketing Strategy, Social Media Marketing, Digital Marketing, Public Relations, Marketing Management, Brand Management, Online Advertising, Enterprise Software, Social Media, Product Management, Online Marketing, SEO, Strategy, CRM, Product Marketing
Education
Indiana University - Kelley School of Business 2003 — 2006
Master of Business Administration (M.B.A.)
University of North Carolina at Greensboro 2001 — 2003
Bachelor's Degree
Steamboat Sotheby's International Realty 2006 - Present
The Institute of Physical Art November 2008 - June 2013
Steamboat Village Brokers 2002 - 2005
Wachovia 1989 - 2002
Midwest Stock Exchange/Midwest Securities Trust Company (MSTC) December 1980 - October 1989
Skills
Sellers, Real Estate, Condos, Townhomes, Buyers, Investments, Marketing, Short Sales, Foreclosures, First Time Home Buyers, Investment Properties, Residential Homes, Real Property, Buyer Representation, Single Family Homes, Listings, Acreage, Sales, Title Insurance, REO, Project Management, Product Development, Product Management, Trust Operations, Operations Management, Securities Processing, Brokerage Operations, Mergers & Acquisitions, Cross-functional Team..., Email Marketing, Advertising, Loyal, Integrity, Held Series 7, Stocks, Bonds, Mutual..., Eye for Details, Strategic Thinking, Problem Analysis, Problem Solving, Financial Accounting, Computer Proficiency, Process Improvment, New Home Sales, First Time Home Sellers, 1031 Exchanges, Vacant Land, Referrals, Luxury
Education
Indiana State University - Scott College of Business 1977 — 1980
BS, Business Adm; Minors in Accounting and Computer Science
Robinson High School 1974 — 1977
Ingram Micro Mobility November 2005 - Present
Ingram Micro Mobility November 2005 - Present
Wachovia August 1999 - November 2005
Skills
3PL, Supply Chain Management, Logistics, Continuous Improvement, Project Management, Microsoft Office, Warehousing, Supply Chain, Inventory Management, Warehouse Management, Operations Management, Process Improvement, Strategic Planning, Change Management, Logistics Management, Value Stream Mapping, Project Planning, Supply Chain..., Vendor Management, Forecasting, Six Sigma
Education
Western Governors University 2012 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Indiana Wesleyan University
Associate of Science (AS), Business Administration and Management, General
Oracle November 2013 - December 2014
QBE FIRST August 2012 - November 2013
SunTrust Bank October 2010 - August 2012
Wells Fargo Bank in Charlotte, NC August 2009 - June 2010
Wachovia October 2008 - August 2009
Freedom Group Inc. January 2008 - October 2008
Big Brother Big Sisters Program of Greater Charlotte August 2004 - April 2008
Allstate Insurance January 2007 - January 2008
MetLife March 2005 - November 2006
Skills
Leadership, Microsoft Office, Analysis, Banking, Customer Service, Finance, Sales, Customer Satisfaction, Customer Retention, Financial Services, Relationship Management, Process Improvement, Investments, Conducting Interviews, Call Centers, Sales Management, Team Management, Negotiation, Public Relations, Retail, Selling, Risk Management, Loans, Business Analysis, Management, Networking, Telecommunications, Quote Preparation, Price Quotes, Software Documentation, Portfolio Management, Marketing, Microsoft Excel, Market Research, Marketing Strategy, Mortgage Lending, Credit, Training
Education
Johnson C. Smith University - JCSU 2003 — 2007
Bachelor of Arts, Communication Arts, Minor in Public Relations & Marketing
Strayer University
MBA, Marketing
Union Bank April 2014 - Present
Citi Bank 2010 - April 2014
HSBC November 2008 - October 2010
wachovia June 2006 - November 2008
John Hancock Life Insurance Company (U.S.A.) August 2003 - June 2006
Skills
Financial Analysis, Sales Management, Customer Relations, Account Management, Portfolio Management, Relationship Management, Investments, Business Relationship..., Sales, New Business Development, Marketing, Commercial Lending, Commercial Banking, Cross Selling, Marketing Strategy, Credit, Banking, Asset Managment, Fixed Income, Customer Service, Credit Risk, Credit Analysis, Loans, Asset Management
Education
Ithaca College 1999 — 2003
BS, Marketing
Strategic Staffing Solutions April 2015 - Present
TEKsystems October 2014 - November 2014
Strategic Staffing Solutions July 2012 - January 2014
Wells Fargo April 2009 - October 2011
Wachovia 2001 - March 2009
First Fidelity Bank 1994 - 1995
Chase Manhattan Bank 1972 - 1994
Skills
Budgets, Banking, Relationship Management, Mortgage Lending, Credit, Loans, Process Improvement, Leadership, Risk Management, Mergers & Acquisitions, Customer Experience, Project Management, Management, Underwriting, Financial Services, Start-ups, Finance, Analysis, Change Management, Vendor Management, Mortgage Banking, Loan Origination, Loan Servicing, Executive Management, Portfolio Management, Retail Banking, Business Process..., Strategy
Education
Iona College 1971 — 1972
BB&T Wealth Management November 2010 - Present
Thomas D. Newman, CPA PLLC April 2009 - December 2010
Wachovia June 2003 - October 2008
Wachovia January 1998 - October 2008
Wachovia 1998 - October 2008
Wachovia May 1992 - December 1997
KPMG 1988 - 1992
Skills
Financial Planning, Tax, High Net Worth..., Succession Planning, Estate Planning, Financial Planners, Leadership, Retirement Planning, Wealth Management, Analysis, CPA, Finance, Financial Analysis, Financial Services, Income Tax, Investment Management, Investments, Management, Mergers, Personal Finance, Portfolio Management, Retirement, Strategic Financial..., Trusts, Wealth
Education
University of Virginia 1986 — 1988
Master of Science in Accountancy, Accounting, Corporate and Individual Tax
Indiana University Bloomington 1983 — 1985
Master of Music, Piano Performance
Manhattan School of Music 1980 — 1983
Bachelor of Music, Piano Performance
Wells Fargo Home Mortgage September 2010 - March 2012
Wachovia (formerly World Savings) September 2001 - December 2008
Wachovia 2007 - 2008
World Savings/Wachovia 1989 - 2008
World Savings September 1989 - September 2001
world savings September 1988 - September 2001
American States Insurance 1974 - 1984
Education
College of Notre Dame 1984 — 1985
MS, Early Childhood Education
Indiana University Bloomington 1966 — 1970
BS, Mathematics, English, Education
KPMG January 2009 - Present
Rockland Trust Company 2003 - 2008
Wachovia 1996 - 2003
Citibank Credit Card Division 1994 - 1996
Skills
Credit Risk, Economics, Quantitative Analysis, Credit Operations, Credit, Loss Mitigation, Risk Management, Portfolio Management, Underwriting, Financial Modeling, Leadership Development, Finance, Strategy, Banking, Loans, Financial Analysis, Mortgage Lending, Financial Risk, Quantitative Analytics
Education
Virginia Commonwealth University - School of Business 1992 — 1994
Masters, Economics
James Madison University 1984 — 1988
Business Administration, Finance and Economics
Brower Financial Group September 2010 - Present
Bank of America July 2010 - September 2010
Bank of America June 2008 - July 2010
RealNet USA August 2007 - April 2008
Wachovia 2006 - 2007
Education
Jacksonville University 2000 — 2005
Bank of America June 2015 - Present
Bank of America July 2013 - May 2015
Bank of America January 2011 - July 2013
Bank of America June 2010 - January 2011
Bank of America September 2008 - June 2010
Bank of America May 2003 - September 2008
Wachovia October 1998 - August 2002
Skills
Global Delivery, Service Delivery, Vendor Management, Offshoring, Project Portfolio..., Outsourcing, PMO, Program Management, Business Process..., IT Outsourcing, Relationship Mgmt, Risk Management, Change Management, CRM, Management, Consulting, SDLC, Integration, Relationship Management, Leadership
Education
University of Georgia - Terry College of Business 2002 — 2003
MBA, Entrepreneurship/Entrepreneurial Studies
James Madison University
BA, Marketing & Economics
Wells Fargo September 2000 - Present
Wachovia January 2008 - September 2009
A.G. Edwards & Sons, Inc. September 2000 - December 2007
NetEffects September 2000 - September 2004
BMC Software 1998 - 2000
PLATINUM Technology 1997 - 1998
United States Department of Defense May 1994 - August 1996
Education
James Madison University 1999 — 2001
MS, Computer Science - Information Security
University of Missouri - St. Louis 1991 — 1997
BS, Computer Science
Student Wellness and Outreach August 2009 - Present
JMU for Madison 101 January 2009 - March 2010
Wachovia May 2007 - January 2009
Education
James Madison University 2006 — 2010
BS, Media Arts and Design
Franklin Leasing Company and Virginia Car & Truck October 2007 - Present
Wachovia Securities 2006 - 2007
Wachovia May 2005 - September 2006
Skills
Finance, Banking, Sales, Loans, Leases, Financial Analysis, Investments, Financial Modeling, Retirement Planning, Asset Managment, Budgets
Education
James Madison University 2001 — 2005
BBA, Finance
James Madison University - College of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Collegiate School 1986 — 2001
High school, High school
SunTrust Bank October 2008 - Present
Wachovia April 2008 - October 2008
SunTrust Bank February 2003 - December 2007
Skills
Loans, Finance, Consumer Lending, Loss Mitigation, Credit Analysis, Analysis, Banking, Credit, Mortgage Lending, Credit Risk, Retail Banking, Mortgage Banking, Risk Management
Education
John Tyler Community College 2014 — 2016
Currently Enrolled in Accounting Classes
ECPI Technical College 2000 — 2001
IT Networking
TIAA-CREF May 2013 - Present
Freelance January 2000 - Present
TIAA-CREF March 2010 - April 2013
Amelie's French Bakery July 2008 - July 2010
Little Diversified Architectural Consulting August 2007 - June 2008
You Give Great Gifts October 2006 - June 2008
TIAA-CREF September 2004 - September 2006
Matlen Silver June 2004 - August 2004
Wachovia 2002 - 2004
The Revere Group 1999 - 2002
Skills
Marketing Communications, Corporate Communications, Public Relations, Writing, Internal Communications, Editing, Media Relations, Social Media, Strategic Communications, Press Releases, Newsletters, Microsoft Office, Event Planning, Email Marketing, Strategic Planning, Integrated Marketing, Budgets, Business Development, Leadership, Management, Social Media Marketing, Marketing Strategy, Sales, Customer Service, Creative Direction, Vendor Management, Coaching, Content Development, Facebook, Project Planning, Social Networking, Crisis Communications, Copywriting, Advertising, Online Marketing, Interviews, Content Strategy, Publicity, Publishing, Blogging, Speech Writing, Publications, Web Content, Communication Training, Brand Development, New Media, Digital Media, Magazines, Event Management, Content Management
Education
Ithaca College 1990 — 1994
B.S.
Freewill
PNC Mortgage September 2012 - Present
Wells Fargo Home Mortgage April 2009 - August 2012
Wachovia Mortgage September 2005 - April 2009
Wachovia June 2003 - September 2005
AmSouth Bank January 2000 - May 2003
Education
Jacksonville State University 1986 — 1990
BS, Marketing
Deutsche Bank Securities March 2013 - Present
Merrill Lynch October 2008 - March 2013
Wachovia June 2004 - October 2008
Morgan Stanley September 2002 - June 2004
Skills
Portfolio Management, Capital Markets, Investments, Equities, Asset Management
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Indiana University - Kelley School of Business 1998 — 2002
B.S.
Wells Fargo & Co January 2009 - Present
Union Hamilton Reinsurance Ltd. March 2002 - Present
Wachovia March 2002 - January 2011
Wachovia 1998 - 2009
Pivot April 1998 - March 2002
Midland Life Insurance Company 1995 - 1998
Conseco 1990 - 1995
Skills
Insurance, Reinsurance, Fixed Annuities, Financial Risk, Variable Annuities, Series 63, Equities, Underwriting, Risk Management, Investments, Portfolio Management, Enterprise Risk...
Education
Indiana University Bloomington 1983 — 1988
Bachelor of Science (BS), Political Science and Government
Team Detroit June 2002 - Present
R.L. Polk March 2000 - May 2002
National City Bank June 1999 - December 1999
Wachovia May 1997 - May 1999
Bank One June 1993 - June 1997
GE January 1989 - June 1993
Skills
Marketing Strategy, Data Mining, Predictive Modeling, Customer Insight, Business Intelligence, Optimization, Segmentation, Database Marketing, Analytics, Web Analytics, Online Advertising, Email Marketing, Direct Mail, Direct Marketing, SAS, Digital Marketing, Communications Audits, CRM, Omniture, Multi-channel Marketing, Leadership, Marketing, Marketing Research, Integrated Marketing, Lead Generation, Mobile Marketing, Advertising, Market Research, Competitive Analysis, Interactive Marketing, Digital Strategy, Relationship Marketing, Thought Leadership, Customer Acquisition, Digital Media, Media Planning, Strategic Partnerships, SEM, E-commerce
Education
Xavier University 1990 — 1992
M.B.A., Finance
Indiana University - Kelley School of Business 1984 — 1988
B.S., Buisness Economics and Public Policy
Better Being Thailand July 2015 - Present
Pearce & Associates Advisors April 2007 - Present
Fiidelity Information Systems July 2004 - April 2007
Fidelity National Asset Management 2005 - 2007
Fidelity National Information Services 2004 - 2007
Jan-Pro Cleaning Systems 2000 - 2001
Wachovia September 1997 - January 2000
First Union National Bank September 1993 - January 2000
First Union September 1993 - January 2000
First Union Mortgage Corp 1993 - 1997
Skills
Process Engineering, Credit, Loans, Start-ups, Vendor Management, Mortgage Banking, Liquidation, Technology, Change Management, Product Management, Mortgage Lending, Banking, Financial Services, Cross-functional Team..., Risk Management, Loan Servicing, Portfolio Management, Project Portfolio..., IT Strategy, Finance, Management, Business Strategy, Due Diligence, Mergers & Acquisitions, Mortgage Servicing, Leadership, Financial Modeling, Loss Mitigation, Strategic Planning, Analytics, Business Process..., Executive Management, New Business Development, Credit Risk, Business Intelligence, Business Development, Financial Analysis, SDLC, Process Improvement, Analysis, Business Planning, Relationship Management, Financial Risk, Business Analysis, Program Management, Call Centers, Credit Cards, Payments, Business Process, Strategy
Education
Isenberg School of Management, UMass Amherst 1975 — 1976
MBA, Finance
Norwich University 1971 — 1975
BS, Business
Bank of America October 2009 - Present
IBM August 2005 - September 2009
Wachovia March 2005 - August 2005
Bank of America May 2002 - February 2005
IBM May 2002 - April 2003
Verizon Wholesale eBusiness January 2001 - April 2002
http://www.3ds.com/products/enovia/welcome/ October 1998 - December 2000
EDS (A.T. KEARNEY) (EDS Is Now HP Enterprise Services) July 1997 - October 1998
INTEGRAL COMPUTER SYSTEMS PVT LTD. January 1996 - June 1997
CADCAM CONSULTANTS LTD - Kolkata December 1992 - December 1995
Skills
IT Strategy, Business Intelligence, Strategy, SDLC, Management, Business Process, Process Improvement, Enterprise Architecture, SOA, CRM, Vendor Management, Business Development, Business Analysis, PMO, Banking, Leadership, Integration, Analysis, Consulting, Project Management, Databases, Security, Requirements Analysis, Project Planning, Business Process..., Data Warehousing, Software Project..., ERP, Oracle, Solution Architecture, Six Sigma, Testing, Outsourcing, Business Process..., Architecture, IT Management, Enterprise Risk..., Project Portfolio..., Process Integration, Technology Integration, Data Governance, Risk Management, Business Transformation, Mergers & Acquisitions, Digital Strategy, Digital Transformation, Digital Trends, Digital Channels, Digital Security
Education
Jadavpur University 1991 — 1992
PGDCA, Computer Science & Application
Jadavpur University 1986 — 1991
M. Sc.(Applied Mathematics), Mathematics, Computer Science, Operational Research
Southern Companions, LLC February 2009 - Present
The Alpharetta Community Bank March 2004 - August 2008
The National Bank of Gainesville 2001 - 2003
Wachovia 1989 - 1994
Skills
Commercial Lending, Banking, Healthcare, Loans, Strategic Planning, Credit, Public Speaking, Commercial Banking, Small Business Lending, New Business Development, Team Building, Customer Service, Marketing, Management, Small Business, Leadership, Marketing Strategy, Real Estate, Insurance, Sales
Education
Indiana University South Bend 1986 — 1988
BSN, Management and marketing
South Georgia College 1984 — 1986
business
American Banking Academy Graduate banking school at Univ. of Oklahoma
banking
Wells Fargo Teller Manager/Service ManagerWachovia/ Wells FargoJanuary 2007 - June 2011
Wachovia September 2005 - January 2007
Hallmark January 1997 - September 2005
Skills
Banking, Retail Banking, Commercial Banking, Financial Services, Cash Management, Finance, Customer Service, Cross Selling, Sales, Microsoft Excel, Leadership, Credit Analysis, Credit, Loans, Financial Analysis
Education
John Tyler Community College 1998 — 2000
Business Administration and Management, General
TIAA-CREF (through Accrue Partners) April 2013 - Present
Davisbase Consulting March 2011 - April 2013
Wells Fargo Bank September 2009 - March 2011
Wachovia, A Wells Fargo Company November 2007 - July 2009
Wachovia 2005 - 2007
Wachovia 2001 - 2005
Acentron Technologies 1993 - 2001
Broadway and Seymour, Inc. 1989 - 1993
Skills
SDLC, Agile Methodologies, Agile Project Management, Scrum, Requirements Analysis, Software Project..., Business Analysis, Requirements Gathering, SOA, PMP, Leadership, Training, Enterprise Architecture, Certified Scrum Master..., Web Services, Project Management, Management, Consulting, Software Development
Education
McColl School of Business at Queens University of Charlotte 2015 — 2018
Master’s Degree
James Madison University 1985 — 1989
B.S., Computer Science
Patriot National Bank March 2012 - Present
First Republic Bank April 2010 - October 2011
TD Bank February 2008 - March 2009
Wachovia May 2003 - February 2008
Skills
Cold Calling, Customer Service, Customer Relations, Coaching, Research, Finance, Residential and..., Retail Banking, Commercial Banking, Management, Banking, Credit, Customer Satisfaction, Budgets, Investments, Business Development, Microsoft Excel, Portfolio Management, Loans, Commercial Lending, Sales, Small Business Lending, Cross Selling, Leadership, Relationship Management, Mortgage Lending, Analysis
Education
Ithaca College 1999 — 2003
Bachelors, Sports Studies
John Jay 1994 — 1997
Fort Lee Federal Credit Union September 2014 - Present
Cubic Applications, Inc August 2011 - July 2014
Cubic Applications, Inc. February 2011 - July 2011
Fort Lee Federal Credit Union July 2007 - February 2011
Wachovia August 2006 - August 2007
The Home Depot January 2006 - July 2007
The Home Depot January 2000 - December 2005
Skills
Interpersonal Skill, Management Skills, Analytical Skills, Customer Service Skills, Organizational Skills, Communication Skills, Financial Skills, Advanced Technical..., Self Development and..., Leadership Skills, Teaching, Public Speaking, Microsoft Office, Research
Education
Saint Leo University 2014 — 2016
Master of Business Administration, Human Resources Management
Saint Leo University 2011 — 2014
Bachelor of Arts (B.A.), Business Administration : Management, GPA 3.389
John Tyler Community College 2010 — 2011
Business Administration
Osceola High School 1982 — 1986
General, General
Moody's Corporation August 2013 - Present
BNY Mellon April 2012 - August 2013
TIAA-CREF March 2009 - July 2011
Wachovia May 2005 - March 2009
AT&T May 1992 - May 2005
Skills
Contract Negotiation, Supply Chain Management, Strategic Sourcing, Outsourcing, BPO, Professional Services, Global Sourcing, Supplier Management, Supply Management, Vendor Management, Sourcing, Risk Management, Governance, Management, Financial Services, Leadership, Business Development, Project Management, IT Service Management, Consulting, Negotiation, Business Process..., Offshoring, Strategy, Telecommunications, Change Management
Education
Indiana University-Purdue University at Indianapolis 1989 — 1991
BA, Political Science
Loyola University of Chicago
V4 Development, LLC. October 2014 - Present
Monument Consulting March 2014 - September 2014
Health Diagnostic Laboratory, Inc. October 2012 - February 2014
Wells Fargo Advisors March 2011 - September 2012
Configuration Management Inc. / Capital One December 2008 - March 2011
Wachovia June 2002 - August 2002
Skills
Project Portfolio..., Business Operations..., IT Management, Financial Analysis, Technical Analysis, Schedule Planning, Master Scheduling, Project Coordination, Project Planning, Project Finance, Project Engineering, Project Implementation, Project Execution, Project Delivery, Project Management, Operations Management, Team Building, Testing, Analysis, Requirements Gathering, Schedules, SharePoint, SQL Server Management..., Grails, Access, SDLC, MS Project, Microsoft Project, Business Analysis
Education
James Madison University 2004 — 2009
Bachelor of Business Administration (BBA), Computer/Information Technology Administration and Management
UMB Bank July 2010 - Present
The Bancorp Bank 2008 - 2010
Wachovia 2006 - 2008
Skills
Health Savings Accounts, Employee Benefits, FSA, HRA, Healthcare, Small Group, Large Group, High Deductible Health..., Health Insurance, Insurance, Brokers, Manage Client..., Commitment to Customer..., Direct Sales, Networking, Account Management, Benefits Administration, Sales, Financial Services, New Business..., New Business Development, Flexible Spending..., Cold Calling, Customer Retention, Selling, Banking, Relationship Management, Customer Service
Education
Indiana University Bloomington 1998 — 2002
Bachelor's of Science
Lehigh Valley Health Network April 2015 - Present
PNC Bank August 2012 - April 2015
Insight Global October 2011 - January 2012
Rainbow Inc. March 2011 - October 2011
Wachovia March 2010 - January 2011
Synchronoss October 2009 - March 2010
RMS July 2007 - June 2009
Skills
Microsoft Word, Customer Service, Microsoft Excel, PowerPoint, Teamwork, Time Management, English, Access, Telephone Skills, Training, Sales, Data Entry, Accounting, Call Centers, Marketing, Social Media, Social Media Marketing, Social Networking
Education
Indiana Wesleyan University's Adult Program 2014 — 2016
Bachelor's degree, Accounting
Indiana Wesleyan University 2012 — 2014
Associate of Science (A.S.), Accounting
TIAA-CREF 2012 - Present
Wells Fargo 2010 - 2011
Wells Fargo 2006 - 2010
Wachovia 2001 - 2006
First Union 1996 - 2001
Dominion Bank 1991 - 1996
Skills
ITIL, IT Service Management, IT Audit, IT Strategy, IT Transformation, Business Process..., Process Management, Governance, Risk Management, Project Management, Performance Metrics, Balanced Scorecard, KPI Dashboards, Highly motivated..., Business Intelligence, Analysis, Data Center, SDLC, Integration, Financial Risk, CRM, IT Management, Management, Business Requirements, Disaster Recovery, Strategy, Vendor Management, IT Operations, Banking, Business Continuity, SharePoint, Visio, Cross-functional Team..., Process Improvement, Information Technology, Business Analysis, PMP, Project Portfolio..., Enterprise Software, Leadership
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1984 — 1987
Master of Business Administration (MBA), Finance and Financial Management Services
Indiana University of Pennsylvania 1977 — 1982
BS, MIS and Accounting
Faulkner Real Estate May 2009 - February 2012
Yum! Brands (Aerotek) August 2008 - December 2008
SeedAmerica October 2007 - July 2008
Yum! Brands 2008 - 2008
Wachovia April 2006 - October 2007
Advent Mortgage LLC April 2005 - April 2006
Liberty Mortgage Funding April 2001 - September 2002
Skills
Property Management, Customer Service, Negotiation, Real Estate, Management, Contract Management, Commercial Real Estate, Leases, Investment Properties, Real Estate Development, Facilities Management, Marketing, Property, Real Estate Transactions, Budgets, Construction, Sellers, Outlook, Sales, Real Estate Economics
Education
McConnell Technology & Training Center 2008 — 2008
Certification, Lean/Six Sigma Green Belt
Sullivan University
Diploma, World Travel & Tourism
Century Real Estate School
Jefferson Community College
Strategic Staffing Solutions June 2015 - Present
CRG November 2014 - April 2015
Westinghouse Electric Company December 2011 - November 2014
Duke Energy June 2009 - December 2011
Wachovia August 2007 - May 2008
Bank of America July 2004 - June 2007
Wachovia November 2003 - July 2004
Eastman Kodak January 1988 - March 2003
NexPress Solutions 1999 - 2003
Eastman Kodak 1988 - 1999
Skills
Process Improvement, SDLC, Testing, Team Leadership, Team Building, Project Management, Integration, Software Development, Leadership, MS Project, PMP, Product Development, Risk Management, Management, Quality Assurance, Agile Methodologies, PMO, Change Management, Analysis, Program Management, Training, Visio, Vendor Management, Business Process..., Requirements Analysis, Software Documentation, Software Project..., Business Analysis, Project Portfolio..., Project Planning, SharePoint, Process Engineering, Cross-functional Team..., Resource Management, IT Management, Six Sigma, Project Delivery, Microsoft Project, Root Cause Analysis, Energy, Engineering, Consulting, Contract Management, Engineering Management
Education
Rochester Institute of Technology 1995 — 1997
Master’s Degree, Software Development Management, 3.5
Jackson State University 1985 — 1990
Bachelor’s Degree, Computer Science, 3.6
Fannie Mae 2011 - 2014
Fannie Mae 2006 - 2011
Wachovia 2002 - 2004
Wachovia 2000 - 2002
First Union Corporation 1996 - 2000
First Union Corporation 1994 - 1996
First Union Corporation 1992 - 1994
First Union Corporation 1990 - 1992
Skills
Portfolio Management, Capital Markets, Valuation, Credit Risk, Risk Management, Financial Risk, Commercial Real Estate, Fixed Income, Loans, Mortgage Lending, Credit, Commercial Lending, Credit Analysis, Commercial Banking, Asset Management, Banking, Financial Analysis
Education
Indiana University Bloomington
Capital One Finance June 2012 - Present
GE Capital October 2010 - December 2012
Capital One Auto Finance June 2008 - October 2010
Wachovia January 2006 - December 2007
Capital One Bank August 2004 - December 2005
Capital One August 2000 - August 2004
Randolph Macon College September 1994 - August 2000
Skills
ANOVA, Statistical Modeling, SAS, Database Design, R, Software, S-Plus, Predictive Modeling, Matlab
Education
University of Virginia 1987 — 1994
Ph.D., Mathematics
James Madison University 1983 — 1987
BS, Mathematics
Paychex October 2011 - Present
JPMorgan Chase November 2009 - October 2011
Experian QAS October 2008 - October 2009
Wachovia October 2006 - October 2008
Capital Remodeling February 2004 - July 2006
Skills
Salesforce.com, New Business Development, Retail, Leadership, Lead Generation, Advertising, Employee Benefits, Sales, Microsoft Excel, Cold Calling, B2B, Payroll, Negotiation, Sales Presentations, Financial Services, Recruiting, Strategic Planning, PowerPoint, CRM, Building Relationships, Direct Sales, Sales Operations, Performance Management, Onboarding, Selling, Account Management, Management, Marketing, Coaching, Human Resources, Time Management, Strategy, Customer Retention, Training, Small Business, Sales Management, Business Planning, Finance, Sales Process, Business Development, Market Planning, Networking, Team Building, 401k, HRIS, Strategic Partnerships, Insurance, Team Leadership, Customer Satisfaction, Solution Selling
Education
James Madison University 1999 — 2003
B.B.A, Marketing
Raptor Trading January 2009 - Present
FBR Capital Markets June 2007 - June 2008
Wachovia June 2002 - June 2007
Skills
Equities, Electronic Trading, Trading Systems, Trading, Financial Markets, Capital Markets, Business Analysis, Fixed Income, Market Data
Education
University of Baltimore 1998 — 1999
MIS, Information Systems
University of Baltimore 1995 — 1998
Master of Business Administration, Information Systems
Istanbul Technical University 1990 — 1994
BS, Civil Engineering
TED Ankara High School 1983 — 1989
North Highland September 2013 - Present
Transition Partners, January 2012 - Present
Freddie Mac 2009 - 2011
Wachovia February 2005 - November 2009
Apptelligence LLC June 2000 - January 2005
The Ryland Group May 1998 - June 2000
USF&G Insurance February 1995 - May 1998
Freddie Mac 1993 - 1995
Spacenet (GTE) 1986 - 1993
Booz Allen Hamilton 1983 - 1986
Skills
Executive Management, IT Strategy, Global Delivery, Technology..., Application Development, Business Process..., Cost Reduction..., Process Engineering, Change Management, Business Transformation, Program Management, Staff Development, Vendor Management, International Management, Mergers, Management Consulting, Banking, Telecommunications, Insurance, Software Development, Mergers & Acquisitions, Operations Management, Financial Services, Consulting, Strategy, Leadership, Relationship Management, Governance, Enterprise Software, SDLC, Risk Management, PMO, Integration, Project Portfolio..., Management, IT Management, Enterprise Architecture, Finance, Business Process, Business Analysis, Process Improvement, Business Intelligence, CRM, PMP, Outsourcing, Capital Markets, Portfolio Management, Software Project..., Investment Banking, Analytics
Education
The George Washington University - School of Business 1980 — 1983
MBA, Technology and Finance
Indiana University of Pennsylvania
BS, Math
Envision Mortgage Corporation March 2011 - April 2013
American Drug Detection September 2009 - April 2012
Wilmington Finance June 2003 - March 2007
DERITA ELEMENTARY, COX MILL ELEMENTARY June 1997 - May 2005
Wachovia June 1997 - February 2003
Skills
Health, Nutritional Counseling, Weight Loss Coaching, Weight Management, Holistic Health, FHA financing, FHA, Credit, Finance, Group Therapy, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Personal Training, Nutrition, Psychology, Policy, Psychotherapy, Recruiting, Refinance, Student Counseling, Small Business, Teaching, Time Management, Underwriting, Wellness, First Time Home Buyers, Marketing, Mortgage Underwriting, New Business Development, Sales, Real Estate
Education
Institute for Integrative Nutrition 2013 — 2014
Certified Health and Nutrition Coach, Health and Wellness, General
University of North Carolina at Charlotte 2000 — 2005
Bachelor of Arts, Masters in School Counseling
Indiana University of Pennsylvania 1993 — 1997
Bachelor of Arts, Psychology-minor in Child Development
Deloitte July 2015 - Present
Deloitte January 2008 - July 2015
Wachovia June 2003 - July 2015
Deloitte & Touche February 2001 - April 2002
Deloitte & Touche June 1998 - February 2001
Various Agencies including Acsys, CGI Systems, Sykes, Source Finance October 1994 - June 1998
Coopers & Lybrand Consulting 1989 - 1994
Coopers & Lybrand Consulting 1989 - 1994
Coopers & Lybrand Consulting 1989 - 1994
Education
James Madison University
BBA, Accounting
Wells Fargo June 2011 - Present
Wachovia, A Wells Fargo Company October 2009 - June 2011
Wachovia Bank, NA January 2007 - September 2009
Wachovia October 1995 - December 2006
First Union June 1992 - October 1995
First Union June 1987 - June 1992
First Union March 1985 - June 1987
Skills
Business Intelligence, Oracle E-Business Suite, Oracle SQL, Easytrieve, COBOL, SAS, Relational Databases, Database Development, Microsoft Office, Windows Server, Windows, Unix, Linux, Unix Shell Scripting, Oracle, Databases
Education
Jacksonville University 1981 — 1985
BS, Computer Science
BlackRock December 2009 - Present
Barclays Global Investors August 2008 - December 2009
Wachovia April 2005 - August 2008
Barclays Capital July 2000 - March 2005
Skills
Fixed Income, Portfolio Management, Derivatives, Capital Markets, Risk Management, Credit, Valuation, Hedge Funds
Education
Georgia Institute of Technology - Georgia Tech College of Management 1998 — 2000
MBA, Finance, Information Techonolgy
Inha University 1989 — 1995
BS, Aerospace Engineering
Wells Fargo Bank April 2014 - Present
Wells Fargo Bank August 2011 - Present
Wachovia, A Wells Fargo Company July 2008 - August 2011
Wachovia January 2007 - June 2008
First National Bank of Omaha April 2003 - October 2006
First National Bank of Omaha 2002 - 2003
Skills
Banking, Credit, Credit Analysis, Credit Risk, Portfolio Management, Risk Management, Commercial Banking, Underwriting
Education
Iowa State University 1999 — 2001
MBA, Finance, Marketing
University of Ghana 1992 — 1996
BSc, Agric Economics
St Roses Secondary School 1984 — 1989
Wells Fargo November 2012 - Present
Wells Fargo August 2006 - November 2012
Wachovia August 2002 - July 2006
Wells Fargo October 2001 - July 2002
Skills
Management, Vendor Management, Process Improvement, Telephony, Call Centers, ATM networks, Diversity & Inclusion, Technical Support, Insourcing, Budgets, Disaster Recovery, IT Management, Requirements Analysis, Business Analysis, Business Process..., Risk Management, Leadership, Requirements Gathering, Change Management, Program Management, Project Management, Banking, Integration, Project Portfolio..., Call Center, Financial Services, ITIL, Business Process, Visio, PMO, Access, Software Documentation, Relationship Management, PMP, Business Requirements, Internet Banking, IT Strategy, SharePoint, Troubleshooting, Team Leadership, Project Delivery, Data Center, Team Building, Strategy, Customer Service, IT Operations, SDLC, Cross-functional Team..., Software Project..., Analysis
Education
Strayer University 2006 — 2008
MBA, Management
James Madison University 1992 — 1995
B.S., Communications
BNP Paribas July 2009 - Present
Vertical Capital Solutions November 2008 - July 2009
Wachovia 2006 - 2007
Bank of America January 2004 - May 2006
Morgan Stanley 1999 - 2004
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
James Madison University 1989 — 1992
BBA
St. Paul's School 1980 — 1990
Temple University July 2012 - Present
KPMG July 2011 - July 2012
KPMG July 2009 - July 2011
KPMG LLP September 2006 - July 2009
Wachovia October 2003 - June 2005
Skills
College Recruiting, Resume Writing, Recruiting, Leadership, Training, Technical Recruiting, Applicant Tracking..., Staff Development, Accounting, Career Counseling, Onboarding, Leadership Development, Human Resources, Strategy, Event Planning, Management, Career Development, Talent Acquisition, Program Management, Interviews, Hiring, Public Speaking, Temporary Placement, Employee Relations, Talent Management, Teamwork, CRM, Research, Customer Service, Performance Management
Education
Villanova University 2009 — 2009
Certification, Human Resources
Villanova University 2005 — 2006
Master of Arts (MA), Education
Ithaca College 1999 — 2003
Bachelor of Arts (BA), History
PNC August 2011 - Present
DePaul and Associates August 2010 - August 2011
Wachovia June 2006 - September 2010
LendingTree 2000 - 2006
HomeSpace, Inc. 1999 - 2000
Skills
Business Analysis, SDLC, Requirements Gathering, Process Improvement, Mortgage Lending, Banking, Business Requirements, Requirements Analysis, Management, Visio, Agile Methodologies, Risk Management, Vendor Management, SharePoint
Education
Indiana University of Pennsylvania 1991 — 1995
Major Financial Services Firm July 2008 - Present
CVS Caremark March 2008 - July 2008
Resolvit Resources May 2007 - March 2008
Wachovia 2006 - 2007
Salem Health Solutions 2000 - 2006
GMAC Insurance 1997 - 2000
Skills
Datastage, Oracle Identity Manager, Sailpoint, Oracle Exadata, Informatica, Teradata, Netezza, Master Data Management
Education
James Madison University 1984 — 1988
B.M., Music
Wachovia August 2000 - Present
Education
Indiana University - Kelley School of Business 1996 — 2000
Indiana University Bloomington 1996 — 2000
BS Business, Finance
Mortgage Industry Advisory Corporation (MIAC) September 2009 - Present
Wachovia April 2006 - June 2009
Irwin Mortgage 2000 - 2006
Bank One Mortgage 1993 - 2000
Skills
Valuation, Mortgage Servicing, Mortgage Lending, Financial Analysis, Loans, Investment Properties, Mortgage Banking, Credit, Finance, Loan Origination, Portfolio Management, Capital Markets
Education
Indiana University-Purdue University at Indianapolis 1989 — 1993
Finance-RealEstate
Perry Meridian High School 1985 — 1989
WorldatWork September 2005 - Present
Wachovia February 2003 - July 2005
National Association of Real Estate Investment Trusts July 1994 - January 2003
American Society of Landscape Architects May 1987 - July 1994
Association of Old Crows May 1985 - May 1987
Skills
Event Planning, Event Management, Budgets, Marketing Communications, Strategic Planning, Corporate Events, Non-profits, Public Relations, Program Management, Meeting Planning, Marketing, Project Planning, Management, Organizational..., Leadership Development, Marketing Strategy, Leadership, Contract Negotiation, Strategic Communications, Training, Nonprofits
Education
James Madison University 1979 — 1983
BS, Communication Arts and Public Relations
Thomas Jefferson High School 1975 — 1979
Bank Of America September 2007 - Present
Wachovia February 2006 - September 2007
Misys healthcare systems 2004 - 2005
Skills
SDLC
Education
Jawaharlal Nehru Technological University 1989 — 1993
B. Tech
Carlisle and Gallagher Consulting Group February 2007 - Present
Carlisle & Gallagher Consulting Group June 2013 - February 2014
Carlisle & Gallagher Consulting Group August 2012 - June 2013
Carlisle & Gallagher Consulting Group January 2012 - August 2012
Carlisle & Gallagher Consulting Group October 2011 - December 2011
Carlisle & Gallagher Consulting Group July 2011 - October 2011
Carlisle & Gallagher Consulting Group January 2009 - January 2010
Wachovia April 2007 - October 2008
Lender Processing Services, Inc. (LPS) 1981 - 2005
Fidelity National Information Services 1980 - 2005
Skills
Mortgage, Business Process, Application Development
Education
Jacksonville University 1978 — 1980
Bachlor of Science, Mathmatics
Moonlight Creative Group June 1996 - Present
Leadership Charlotte 2009 - 2010
DesignWise October 1994 - June 1996
First Union July 1994 - June 1996
Wachovia 1994 - 1996
Skills
Public Relations, Advertising, Graphic Design, Social Media, Marketing, Marketing Strategy, Illustration, Marketing Communications, Newsletters, Fundraising, Brand Development, Social Media Marketing, Nonprofits, Graphics, InDesign, Social Networking, Adobe Creative Suite, Illustrator, Direct Mail, Branding & Identity, Corporate Identity, Logo Design, Web Design, Brochures, Integrated Marketing, Copywriting, Corporate Branding, Typography, Creative Direction
Education
Queens University of Charlotte 2002 — 2007
MBA, Marketing
James Madison University 1990 — 1994
BFA, Graphic Design
Wachovia 2006 - Present
Verizon June 2005 - September 2005
The Hartford Insurance Group May 2005 - June 2005
Schering Plough February 2004 - April 2005
Coach January 2004 - February 2004
Satyam Computer Services Ltd 2000 - 2001
Education
Villanova University 2001 — 2003
Masters, Computers
Jawaharlal Nehru Technological University 1996 — 2000
B Tech, Electronics / Computers
Wachovia SR. Marketing AnalystAmerican ExpressFebruary 1989 - May 2001
Education
Iona College
BA
Bank of America August 2014 - Present
Bank of America November 2009 - Present
Wachovia, A Wells Fargo Company November 2007 - June 2009
Wachovia 2007 - 2009
Bank of America January 2005 - November 2007
Bank of America January 2002 - December 2004
Bank of America January 2000 - December 2001
United States Navy 1977 - 1997
Skills
Six Sigma, Program Management, Data Quality, SDLC, Data Integration, Enterprise Architecture, IT Strategy, Master Data Management, Data Governance, ETL, Integration, Software Development, Data Warehousing, Strategic Planning, Business Intelligence, PMP, Architecture, Process Engineering, Teradata, Requirements Analysis, Data Management, Information Management, Informatica, Information Architecture, Metadata & Lineage..., Technology..., Metadata Management, IT Governance, Compliance Management, Regulatory Compliance, Predictive Analytics, Behavioral Analytics
Education
Virginia Polytechnic Institute and State University 1992 — 1997
MS, Environmental Sciences & Engineering
Indiana University of Pennsylvania 1973 — 1977
BS, Pre-Professional
BB&T August 2007 - Present
BB&T February 2005 - August 2007
BB&T February 2003 - February 2005
BB&T February 2002 - February 2003
BB&T July 2000 - February 2002
Triangle Bank 1998 - 2000
Wachovia 1997 - 1998
Skills
Vendor Management, Business Analysis, Banking, Intranet, SDLC, Risk Management, Taxonomy, Requirements Analysis, SharePoint, Metadata, Retail Banking, Requirements Gathering, Business Requirements, User Acceptance Testing, Visio
Education
James Madison University 1993 — 1995
Central Virginia Community College 1991 — 1993
AAS, Science
American Psychological Association August 1998 - Present
Wachovia January 1994 - April 1998
Skills
XML, HTML, JavaScript, jQuery, Web Development, ColdFusion, Web Applications, E-commerce, Databases, Salesforce.com, Web Services, CSS, SQL, PHP, Wordpress, Microsoft SQL Server, SEO, MySQL, JSP, Subversion, T-SQL
Education
James Madison University 1995 — 1997
Master of Science (M.S.), Computer Science
Virginia Polytechnic Institute and State University 1988 — 1992
Bachelor of Science (B.S.), Computer Science
Office of the Comptroller of the Currency September 2007 - Present
Wachovia 1997 - 2007
Bank of America 1988 - 1997
Education
Jacksonville University 1989 — 1991
MBA
Wachovia October 2006 - Present
World Savings Bank June 1972 - Present
World Savings 1972 - 2006
Education
John F. Kennedy University 1996 — 1998
Masters, Management
Saint Mary's College of California 1992 — 1994
BA, Management
TIAA-CREF January 2008 - Present
Wachovia 2007 - 2008
Belk Stores Services 2005 - 2007
AmerisourceBergen 2000 - 2005
Aerotek Professional Services 1998 - 2000
TEKsystems 1996 - 1998
Education
Johnson and Wales University 1990 — 1993
25 Capital Partners June 2009 - Present
Wachovia June 2007 - December 2008
Skills
Management, Banking, Credit, Microsoft Office, Mortgage Lending, Portfolio Management, Customer Service, Risk Management, Mortgage Banking, Leadership
Education
James Madison University 1999 — 2004
Bachelor of Science (B.S.), Public Administration
Wachovia January 2005 - Present
First Union/Wachovia Securities October 1998 - January 2005
Wheat First Butcher Singer February 1996 - October 1998
David Dreman Value Mgmt April 1994 - October 1995
Skills
Trading, Equities, SDLC, Risk Management, Series 7, Management, Business Analysis, Securities
Education
James Madison University
BS, Finance
Wachovia 1996 - 2008
Wachovia September 1996 - December 2007
Education
Indiana University Bloomington 1970 — 1974
BS
Top Line Enterprise January 2002 - Present
Sharp Electronics, INC. March 2009 - April 2010
Wachovia September 2002 - February 2008
Xerox June 1999 - January 2002
Canon, Inc. February 1986 - June 1999
Skills
Leadership, Management, Training, Management Consulting, Strategic Planning, Sales, New Business Development, Marketing, Finance, Customer Satisfaction, Organizational..., Budgets, Call Centers, Mortgage Lending, Mortgage Banking
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.), Strategic Planning, Marketing, Statistics, Macro Economics, Finance
John Carroll University
Bachelor Arts, International Political Science
Pepperdine University
Master of Business Administration (M.B.A.), Strategic Planning, Marketing, Macro Economics, Finance
Wells Fargo 1998 - Present
Wachovia 1998 - 2011
Wachovia 1998 - 2008
Wachovia Bank 1998 - 2008
Wachovia Mortgage 1998 - 2008
World Savings 1998 - 2006
Interstate Corporation 1995 - 1998
Skills
Banking, Mortgage Lending, Credit, Loans, Underwriting, Leadership, Mortgage Banking, Sales, Sales Management, Loan Origination, Finance
Education
Johnson & Wales University 1990 — 1994
Merrill Lynch 2012 - Present
Wachovia 2007 - 2012
Skills
Loans, Credit, Mortgage Lending, Banking, Credit Analysis, Commercial Lending, Small Business Lending, Commercial Banking, Consumer Lending, Mortgage Banking, Loan Origination, Financial Analysis, Series 7, Portfolio Management, Investments, Wealth Management, Refinance, Retail Banking, Retirement Planning, Strategic Financial...
Education
James Madison University
Old Dominion University
Missionary Support Services, Inc. April 2008 - Present
Bank of America July 2005 - April 2015
Signature Consultants November 2004 - July 2005
Framework, Inc. July 2001 - December 2004
Wachovia November 1995 - July 2001
Airlines Reporting Corporation April 1993 - November 1995
GEICO March 1992 - May 1993
Andersen Consulting September 1989 - January 1992
Skills
SDLC, Data Warehousing, Business Analysis, Business Intelligence, Requirements Gathering, Vendor Management, Enterprise Architecture, Program Management, Requirements Analysis, Business Process..., Visio, Integration, Financial Services, Business Process, Project Management, Software Project..., Change Management, Microstrategy, Data Modeling, SQL, Process Improvement, Team Leadership, Mentoring, Consulting, Software Consulting, MySQL, Oracle SQL, Cross-functional Team..., Analysis, Testing
Education
James Madison University 1985 — 1989
BBA, Computer Information Systems
Wachovia June 2000 - December 2007
Merrill Lynch Investment Managers April 1987 - June 2000
Capital Holding 1986 - 1987
Caesar, Rivise, Bernstein, Cohen & Pokotilow, Ltd. 1981 - 1984
Skills
Fixed Income, Alternative Investments, Investments, Equities, Investment Management, Securities, Portfolio Management, Private Banking, Estate Planning, Wealth, Wealth Management, Mutual Funds, Asset Management, Asset Allocation, ETFs, Series 7, Financial Services, Asset Managment, Management, Banking, Private Placements, Financial Advisory, Strategic Financial..., Hedge Funds, High Yield, High Net Worth...
Education
Indiana University - Kelley School of Business 1984 — 1986
MBA, Finance
Rutgers University School of Law - Camden 1976 — 1979
JD, Law
University of Pennsylvania 1973 — 1976
BAS, Applied Science/ Engineering
Banks & Banks June 2015 - Present
Hon. Steven T. O'Neill January 2015 - June 2015
Montgomery County Court of Common Pleas February 2010 - June 2015
Bela Homes, LLC November 2007 - December 2012
Bela Homes, LLC November 2007 - December 2012
Wachovia 2004 - 2009
Jay Gress 2002 - 2004
Skills
Legal Research, Insurance, Litigation, Civil Litigation, Real Estate, Microsoft Office, Legal Writing, Commercial Litigation, Contract Negotiation, Westlaw, Mediation, Courts, Legal Assistance, Trials, Arbitration, Criminal Law
Education
Widener University School of Law 2010 — 2013
Juris Doctorate, Law
Indiana University of Pennsylvania 1997 — 2001
Bachelor's degree, Communication and Media Studies
Onx USA LLC April 2013 - Present
TD Bank February 2010 - April 2013
Blue Cross October 2008 - December 2009
PHH Mortgage May 2005 - September 2008
Towers Perrin 1997 - 2003
Wachovia 1993 - 1997
CoreStates Bank 1991 - 1997
Skills
Requirements Gathering, SDLC, Management, Analysis, Software Documentation, Business Process, Strategic Planning, Business Analysis, Visio, Leadership, Vendor Management, Hardware Analysis, Infrastructure..., Business Requirements, Software Deployment, Project Management, Project Scope..., Managing Large Scale..., Hardware Installation, Full SDLC, Hardware Deployments, PMO, Quality Assurance, Unix, IT Strategy, Business Process..., Program Management, Requirements Analysis, Disaster Recovery, Project Portfolio..., Information Technology, PMP
Education
Iona College 1979 — 1983
BA, Computer and Information Sciences, and Mathematics
Wells Fargo April 2014 - Present
Wells Fargo April 2013 - April 2014
Bank of America March 2011 - April 2013
Bank of America March 2010 - March 2011
Wachovia January 2008 - March 2010
Wachovia October 2005 - December 2007
Price Waterhouse Coopers March 2004 - October 2005
E.I. DuPont de Nemours 2001 - 2004
Bridgestone February 1999 - July 2001
Skills
Sarbanes-Oxley Act, Finance, Financial Analysis, Internal Controls, Financial Reporting, Internal Audit, Accounting, Financial Modeling, Auditing, Risk Management, Banking, Financial Risk, US GAAP, Enterprise Risk..., Financial Accounting, Corporate Finance
Education
Iowa State University - College of Business 1998 — 1999
Masters, MBA
Missouri State University 1994 — 1996
BS, Accounting
SunTrust Bank September 2014 - Present
SunTrust Bank August 2013 - Present
SunTrust Bank March 2011 - July 2013
University of Pittsburgh February 2010 - March 2011
Datavibes March 2009 - November 2009
Del Monte Foods 2004 - 2008
Cognos Consulting 2000 - 2003
Wachovia February 2000 - December 2000
Mellon Bank 1996 - 1999
RPS (Fed Ex Ground) 1993 - 1996
Skills
Business Intelligence, Cognos, Business Analysis, Data Warehousing, Data Analysis, QlikView, Agile Project Management, Project Management, Management, Data Modeling, Business Intelligence..., Cognos ReportNet, SDLC, Requirements Gathering, Requirements Analysis, Process Improvement
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1999
Master of Business Administration (MBA), Marketing and Information Science
Indiana University of Pennsylvania 1989 — 1993
BS, Management Information Systems
University of Pittsburgh 1988 — 1989
Master of Business Administration (MBA), Marketing, Information Science
Freddie Mac August 2008 - Present
Wachovia July 2008 - August 2008
Lincoln Financial Group August 2007 - June 2008
Wells Fargo September 2005 - August 2007
Verizon February 2004 - August 2005
AOL Time Warner November 2000 - February 2004
CMC Ltd March 1998 - October 2000
Education
Jawaharlal Nehru Technological University 1994 — 1998
Wilberforce University June 2014 - Present
ITT Technical Institute February 2013 - March 2014
FORTIS Colleges and Institutes June 2012 - February 2013
Everest Institute. December 2011 - June 2012
Currently Unemployed November 2011 - December 2011
Daymar College October 2010 - November 2011
Wachovia 2003 - 2008
Wachovia Education Finance 2002 - 2007
Skills
Sales, Access, Coaching, Series 7, Team Building, Microsoft Excel, Account Management, Process Improvement, Budgets, Training, Analysis, Management, PowerPoint, Sales Management, Microsoft Office, Accounting, Microsoft Word, Insurance, Finance, Leadership, Public Speaking, Time Management, Forecasting, Strategic Planning, Data Analysis, Banking, Financial Analysis, Leadership Development, Marketing, Teamwork, Program Management, Team Leadership, Recruiting, Performance Management, Call Centers, Administration, Student Financial Aid, Employee Training, Payroll, Human Resources, Employee Relations, Operations Management, Risk Management
Education
Indiana Wesleyan University 2013 — 2015
Bachelor of Business Administration (B.B.A.) and Business Management, Business, 3.56
TIAA-CREF August 2011 - Present
Siemens September 2010 - August 2011
Talent Bridge April 2010 - September 2010
Wachovia December 2003 - April 2010
Charlotte Mecklenburg Schools September 2001 - December 2003
Talent Strategies September 1999 - August 2001
Norrell November 1996 - September 1999
Barclays American Mortgage 1993 - 1995
Skills
Talent Acquisition, Career Counseling, HRIS, Hiring, Recruiting, Interviews, Talent Management, Sourcing, Account Management, Employee Relations, Consulting, Human Resources, SDLC, Screening, Management, Employee Benefits, Onboarding, Applicant Tracking..., Business Analysis, Strategy, Technical Recruiting, Leadership, HR Consulting, Temporary Placement, Staffing Services
Education
Indiana University Bloomington 1988 — 1992
BA, Political Science
Cisco January 2009 - Present
Wachovia May 2008 - December 2008
RESTAT January 2008 - May 2008
Skills
Storage Area Networks, SAN, Storage, NAS, NetApp, Cisco Technologies, Data Center, Virtualization, Brocade, High Availability, Disaster Recovery, Storage Virtualization
Education
Wichita State University
Master's degree, Electrical, Electronics and Communications Engineering
Jawaharlal Nehru Technological University
B.Tech, Electrical, Electronics and Communications Engineering
First Niagara Bank February 2015 - Present
PNC Investments July 2013 - February 2015
Merrill Lynch April 2010 - July 2013
Wachovia February 2003 - May 2010
Skills
Securities, Mutual Funds, Investments, Loans, Credit, Investment Advisory, Finance, Mortgage Lending, Retirement Planning, Equities, Series 7, Portfolio Management, Financial Analysis, Financial Services, Strategic Financial..., Management, Customer Service, Asset Management, Credit Analysis, Financial Planning, Sales
Education
Indiana University of Pennsylvania 1994 — 2000
MBA, Global Management
Wells Fargo July 2010 - Present
Wachovia April 2007 - June 2010
Lydian Bank & Trust August 2005 - March 2007
Wachovia March 2000 - July 2005
PNC July 1998 - March 2000
PNC June 1997 - July 1998
Skills
Loans, Portfolio Management, Relationship Management, Credit Analysis, Commercial Lending, Commercial Banking, Credit Risk, Finance, Small Business Lending, Mortgage Lending, Consumer Lending, Banking, Risk Management, Credit, Management
Education
Wake Forest University 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
Indiana University of Pennsylvania 1990 — 1994
Bachelor's degree, Biology / Pre-Medicine, Minor in Chemistry
Cambria Consulting PrincipalKrisann Davis ConsultingFebruary 2000 - November 2011
Wachovia Bank 2000 - 2007
Wachovia 1993 - 2000
Wachovia Bank 1993 - 2000
Skills
Executive Coaching, Emotional Intelligence, Succession Planning, Organizational..., Leadership, Workshop Facilitation, Career Development, Personal Development, Management Development, Organizational..., Change Management, Leadership Development, MBTI, Executive Development, Instructional Design, Culture Change, Training, Talent Management, 360 Feedback, Coaching, Performance Management, Team Building, Organizational Design, Conflict Resolution, Employee Engagement, Career Counseling, Performance Improvement, Onboarding
Education
Institute of Transpersonal Psychology
M.A., Psychology
University of Kentucky
Bachelors, Communication
Helen Hayes Hospital June 2011 - Present
TD Bank Group January 2010 - November 2010
Wachovia 1992 - October 2008
Skills
Small Business Lending, Lines Of Credit, Consumer Lending
Education
Iona College
B.S., Business
Mindseeker, Inc. April 2014 - Present
Deloitte August 2012 - November 2013
U.S. Department of Education, Federal Student Aid 2009 - 2011
Wachovia 2004 - 2008
Bank of America 2002 - 2004
KPMG Consulting (BearingPoint after IPO) 1998 - 2002
SAIC (formerly Broadway and Seymour) 1997 - 1998
Bank of America 1988 - 1995
Skills
Program Management, Vendor Management, Change Management, Project Portfolio..., Process Improvement, PMO, Risk Management, Business Intelligence, Strategy, Project Management, Governance, CRM, Business Process..., Management Consulting, Banking, Mergers & Acquisitions, Strategic Planning, Financial Risk, Financial Analysis, Financial Services, Professional Services, Integration, Cross-functional Team..., Leadership, Management, Outsourcing, Analysis, Project Delivery, Analytics, Business Transformation, Business Process, Portfolio Management, IT Strategy, Performance Management, Strategic Partnerships, Due Diligence, Segmentation, Valuation, Acquisition Integration, Growth Strategies, Business Analysis, Executive Management, Budgets, Consulting
Education
University of South Carolina - The Moore School of Business 1995 — 1997
MBA, Business
Indiana University - Kelley School of Business 1984 — 1988
BS, Business Economics and Public Policy
Wachovia March 2004 - Present
SouthTrust / Wachovia Bank 1993 - Present
Wachovia/Wells Fargo 1993 - Present
SouthTrust 1993 - 2004
Education
Jacksonville State University 1980 — 1982
Accounting
Regions Financial Corporation February 2013 - Present
Regions Financial Corporation February 2012 - February 2013
Regions Financial Corporation December 2008 - February 2012
Wachovia November 2005 - August 2008
Southtrust Bank February 1997 - October 2005
K & B Office Supply, Inc. November 1990 - January 1997
Southtrust Bank May 1978 - November 1990
Skills
Banking, Credit, Loans, Loss Mitigation, Management
Education
Jefferson State Community College 2010 — 2011
Associate’s Degree, Accounting
Wells Fargo January 2008 - Present
Wells Fargo Bank 2008 - Present
Wachovia December 1993 - December 2008
EG&G July 1989 - December 1993
The Systems House July 1984 - January 1989
Skills
SQL, Enterprise Architecture, Unix, HTML, Visio, Network Design, Network Security, Network Architecture, Network Engineering, Voice Networks, Voice Communications, VoIP, Avaya, Telecommunications, Data Center, IT Management, Integration, Disaster Recovery
Education
Ivy Tech Community College 1980 — 1984
AS, Electrionics Communications
Comdata August 2008 - Present
Wachovia 1992 - 2008
Wachovia Bank 1992 - 2008
Education
James Madison University 1988 — 1992
BS, Psychology
Bank of America Merrill Lynch April 2011 - Present
Fairfield County Bank August 2005 - April 2011
Wachovia October 2001 - August 2005
Skills
Series 7, Series 79, Series 63, Series 65
Education
Ithaca College 1994 — 1998
Bachelor of Science, Finance
RBC Royal Bank 2009 - Present
wachovia August 2006 - July 2009
American Express February 1998 - July 2006
General Motors July 1992 - January 1998
Skills
Strategic Sourcing, Procurement Merges &..., Cross-functional Team..., Strategic Thinking
Education
Tecnológico de Monterrey 1994 — 1996
MBA, FINANCE
Instituto Politécnico Nacional 1988 — 1992
Industrial Engineer
Wachovia Essbase AministratorWachovia Bank2006 - Present
Education
James Madison University 1988 — 1992
BBA, International Business
US Bank September 2009 - Present
Silverback Asset Management March 2005 - July 2007
Wachovia August 2002 - February 2005
Conseco Capital Management May 2000 - August 2002
Skills
Fixed Income, Derivatives, Trading, Hedge Funds, Equities, Convertible Arbitrage
Education
Wake Forest University 2011 — 2013
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 1996 — 2000
Bachelor's, Finance
Merrill Edge August 2011 - Present
Wachovia October 2007 - September 2011
Fidelity Investments January 2004 - October 2007
Invesmart May 2000 - February 2004
Education
College for Financial Planning
Retirement Planning
Ithaca College
Communications
Montgomery County Community College
General Studies
St Joseph's University
Business
Wells Fargo 2009 - Present
Wachovia 2001 - 2009
First Union National Bank 2000 - 2001
Compuware 1997 - 2000
Skills
Technical Documentation, Requirements Gathering, Requirements Analysis, Mainframe, NDM, Oracle, SQL, PL/SQL, Unix, Shell Scripting, Autosys, CA Harvest, Anthill, UAT Coordination, Disaster Recovery, Business Requirements, Business Analysis, Risk Management, SDLC, Databases, DB2, Access, Visio, SharePoint, Banking
Education
Gardner-Webb University, BS MIS 1989 — 1991
Bachelor of Science (BS), Management Information Systems, General
Isothermal Community College 1988 — 1989
Thomson Reuters Sr. software engineerThomson Reuters2006 - 2009
Wachovia December 2007 - December 2008
Skills
Agile Methodologies, Teradata, Unix
Education
Ohio University 2004 — 2006
MS, Mathematics and Computer Science
Jawaharlal Nehru Technological University 2000 — 2004
BTECH, Computer Science
IEHS
University of Richmond August 2012 - Present
SunTrust Robinson Humphrey September 2006 - July 2012
Wachovia 2001 - 2006
Federal Reserve Bank of Richmond 1994 - 1999
Education
University of Richmond 1990 — 1994
Bachelor of Science in Business Administration (B.S.B.A.), Accounting and Finance
University of Richmond - Robins School of Business 1990 — 1994
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
Master of Business Administration (MBA), Finance
International University of Japan
Cornerstone Therapeutics November 2013 - Present
Cornerstone Therapeutics August 2009 - November 2013
Lenovo April 2007 - June 2009
Lenovo May 2006 - April 2007
Lenovo April 2005 - May 2006
Wachovia August 2004 - March 2005
IBM July 2001 - February 2003
Skills
Accounting, Process Improvement, Financial Reporting, Sarbanes-Oxley Act, Management, Financial Analysis, Financial Accounting, Internal Audit, Accounts Receivable, Auditing, Variance Analysis, Finance, General Ledger, Hyperion Enterprise, Forecasting
Education
North Carolina State University 2003 — 2004
Master's, Accounting
Jackson State University 1999 — 2001
Bacherlor's, Accounting
Alcorn State University 1996 — 1999
Accounting
Spot Trading LLC June 2010 - Present
Wachovia June 2007 - June 2010
Morningstar August 1999 - June 2007
CNA May 1997 - August 1999
Skills
Quantitative Finance, Quantitative Analytics, Equity Derivatives, Trading Systems, Market Risk, Derivatives, Monte Carlo Simulation, R, Fixed Income, Options, Interest Rate..., Hedge Funds, C++, Equities
Education
The University of Chicago 2005 — 2007
M.S., Financial Mathematics
Indiana University Bloomington 1992 — 1997
Ph.D., Physics
Indiana University Bloomington 1994 — 1996
M.S., Computer Science
Indiana University Bloomington 1992 — 1993
M.S., Physics
Saint Petersburg State University 1987 — 1992
B. S., Physics
M&T Bank/Wilmington Trust 2007 - Present
Wachovia 2000 - 2007
CoreStates Bank 1990 - 2000
Skills
Commercial Lending, Loans, Commercial Banking, Credit, Asset Based Lending, Financial Analysis, Underwriting, Commercial Mortgages, Cash Management, Treasury Management, Financial Reporting, Retirement Planning, Portfolio Management, Consumer Lending, Small Business Lending, Accounting, Insurance, Wealth Management, Lines Of Credit, Banking, Credit Analysis, SBA, Finance, Credit Risk, Loan Origination, Relationship Management, Financial Services, Financial Risk, Mortgage Lending
Education
Indiana University of Pennsylvania 1976 — 1980
BS, Business/Accounting
City of Leesburg August 2002 - Present
City of Canton 2000 - 2002
Americo Mfg 1996 - 2000
Wachovia 1992 - 1995
City of Jacksonville 1987 - 1992
Education
Jacksonville University 1984 — 1986
B.S., Geography
Everbank May 2013 - Present
Chase February 2013 - May 2013
EverBank October 2010 - February 2013
Bank of America March 2010 - October 2010
Wachovia May 2008 - August 2009
Countrywide Bank 2006 - 2008
Waterfield Financial 1998 - 2006
Skills
Direct Endorsement, VA SAR, FHA, VA, Conventional,..., Loan Origination, Underwriting, Strategic Planning, Credit, FHA, Loans, Operations Management, Mortgage Banking, Loss Mitigation, Financial Analysis, FHA financing, Banking, Mortgage Lending, Refinance, Customer Service, Financial Risk, Residential Mortgages, Loan securitization, Compliance, Credit risk, Mortgage Underwriting, VA loans, Credit Risk, Credit Analysis
Education
Indiana University—Purdue University Fort Wayne 1991 — 1996
B.S., Finance
Bank of America May 2012 - November 2012
Merck & Co January 2012 - April 2012
Wells Fargo Company October 2011 - December 2011
Harris Teeter June 2011 - December 2011
Wachovia - A Wells Fargo Company August 2010 - September 2011
Merck December 2009 - August 2010
Wachovia July 2006 - July 2009
HRAmerica, Inc September 2005 - June 2006
Warner Cable (Corporate Division) March 2003 - August 2005
Strategic Outsourcing, Inc January 2002 - September 2002
Skills
Windows, A+ Certified, Active Directory, VMware, Servers, DNS, DHCP, VPN, Linux, TCP/IP, Windows Server, Windows Server 2003, HP, Antivirus, Unix, XP, IIS, Group Policy, Disaster Recovery, System Administration, Troubleshooting, Operating Systems, Hardware, Clustering, Visio, Desktop Support, Security, Documentation, Computer Hardware, Windows Server 2008, Virtualization, Software Installation, VMware ESX, MS Project, Problem Solving, FTP, Testing, Microsoft Office, IT Management, Change Management, Data Center, Integration, Technical Support, Networking, SAN, Software Documentation, Databases, Microsoft SQL Server, High Availability, IT Service Management
Education
Virginia Polytechnic Institute and State University 1981 — 1986
Indiana University Bloomington 1979 — 1980
State University of New York College at Plattsburgh 1976 — 1979
Computer Science
Regions Financial Corporation September 2012 - Present
***** September 2009 - September 2012
Bank of America Premier Banking and Investments 2008 - 2009
Wachovia 2005 - 2008
Wells Fargo 2003 - 2005
Skills
Loans, Small Business Lending, Credit, Commercial Banking, Commercial Lending, Banking, Mortgage Lending, Consumer Lending, Lines Of Credit, Series 63, Relationship Management, Wealth Management, Insurance, Merchant Services, Fixed Annuities, Team Building, Retail Banking
Education
Ithaca College
KeyBank October 2008 - Present
Wachovia February 2008 - September 2008
Wells Fargo Home Mortgage May 2006 - January 2008
Fifth Third Bank April 2004 - May 2006
Skills
Mortgage Lending, Mortgage Banking, FHA, Loans, Credit Analysis, Loan Origination, Residential Mortgages
Education
Indiana University Bloomington 1992 — 1997
BS, Applied Mathematics
Indiana University Bloomington 1992 — 1997
Wells Fargo June 2014 - Present
Time Warner Cable June 2013 - June 2014
Time Warner Cable April 2012 - June 2013
Bank of America November 2009 - March 2012
Wachovia December 2004 - November 2009
Bank of America August 1995 - December 2004
Skills
Onboarding, Recruiting, Applicant Tracking..., Talent Acquisition, Internet Recruiting
Education
Jacksonville University
BA, Political Science
Christian Heritage School August 2004 - Present
Dalton Public School System August 1989 - July 1998
Wachovia 1987 - 1989
Skills
American History, Secondary Education, World History, History, Team Building, Customer Service, Management, Curriculum Development, Microsoft Office, Social Media, Microsoft Excel
Education
Jacksonville State University
Bachelor's, Secondary Education and Teaching
The University of Tennessee at Chattanooga
Master's degree, Secondary Education and Teaching
Food Lion January 2013 - Present
Wachovia December 2009 - May 2011
Wal-Mart 1992 - 2009
Skills
Retail, Merchandising, Inventory Management, Human Resources, Compliance, Management, Customer Service, Strategic Planning, Microsoft Word, Program Management, Hiring, Team Leadership, Team Building, Employee Relations, Store Management, Loss Prevention
Education
Indiana University of PA 1983 — 1987
BS, Human Ecology
St Johns County School District August 2008 - Present
Wachovia 1985 - 2005
Wachovia September 2001 - December 2004
Skills
Curriculum Development, Microsoft Excel, Microsoft Word, PowerPoint, Banking, Business Development, Leadership, Staff Development, Higher Education, Curriculum Design, Teaching, Tutoring, Public Speaking, Event Planning, Customer Service
Education
Jacksonville University 1980 — 1984
BS, Marketing
Jacksonville University 1980 — 1984
Bachelor of Science (BS), Marketing
Wells Fargo January 2006 - Present
Wachovia, A Wells Fargo Company 1999 - Present
Wachovia 1999 - 2003
Wachovia 1999 - 2003
Skills
Fixed Income, Derivatives, Market Risk, Banking, Portfolio Management, Capital Markets, Financial Risk, Credit Risk, Risk Management
Education
Indiana University Bloomington
Bachelor's degree, Finance--Real Estate
AT&T November 1911 - Present
SULLIVAN & COGLIANO/COMPUCOM, November 2010 - March 2011
SULLIVAN & COGLIANO/COMPUCOM November 2010 - March 2011
INSIGHT GLOBAL/COMPUCOM October 2010 - October 2010
INSIGHT GLOBAL/COMPUCOM October 2010 - October 2010
THE OAKS TECHNOLOGY CENTER January 2010 - May 2010
THE OAKS TECHNOLOGY CENTER January 2010 - May 2010
WACHOVIA March 1997 - March 2008
COMP USA September 1995 - January 1997
Computer City March 1994 - August 1995
Skills
Cisco Technologies, Troubleshooting, Servers, TCP/IP, Network Administration, Networking, CCNA, Agile Methodologies, VoIP, Switches, Windows Server
Education
Omni Tech Institute 2009 — 2010
Certificate, Network Engineering
Rust College 1980 — 1985
BS, computer science
Rust College
B.S, Computer Science / Mathematics
Jackson State University
Master Computer Science, coursework
Wells Fargo Bank June 2008 - Present
PPD March 2007 - June 2008
Wachovia March 2006 - March 2007
Wachovia January 2000 - March 2006
Skills
Risk Management
Education
Iowa State University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General
Opus Capital Markets Consultants LLC 2013 - 2014
JPMorganChase 2009 - 2012
PHH Mortgage 2009 - 2009
Wachovia 2008 - 2008
JPMorgan Chase 2008 - 2008
American Brokers Conduit 2006 - 2007
Valley Bank 2006 - 2006
Resource Mortgage Solutions 2004 - 2006
Wachovia Bank 2000 - 2004
JPMorgan Chase 1989 - 1999
Skills
Mortgage Banking, Mortgage Lending, Residential Mortgages, Loans, Banking, Mortgage Servicing, Refinance, Mortgage Underwriting, Customer Service, Due Diligence, Investors, Home Equity Loans, Funding
Education
Jacksonville University
Bachelor's degree, Business Administration with a major in Business Management
London Central High School
Diploma
Wells Fargo February 2008 - Present
Wachovia October 2006 - February 2008
Wachovia January 2004 - October 2006
Skills
Loans, Credit, Small Business Lending, Mortgage Lending, Banking, Finance, Employee Training, Recruiting
Education
Johnson and Wales University 1987 — 1991
Bachelor of Arts, Hotel Restaurant Institutional Management
Aon-Hewitt November 2012 - August 2013
TIAA-CREF August 2012 - November 2012
Merrill Edge (Online Trading Division of Merrill Lynch - A Bank of America Subsidiary) October 2008 - June 2012
Ameriprise Financial Services, Inc. October 2007 - August 2008
TIAA-CREF November 2004 - June 2007
Wachovia February 2002 - November 2004
Bank of America December 2001 - December 2002
Morgan Stanley January 2000 - October 2001
Morgan Stanley January 1996 - January 2000
Skills
Series 7, Series 63, Life & Health Insurance..., Wealth Management, Finance, Financial Services, Banking, Retirement, Financial Advisory, Management, Retail Banking, Bonds, Human Resources, Financial Planners, FINRA, Trading, Asset Allocation, Fixed Annuities, 401k, Estate Planning, Auditing
Education
John F. Kennedy University
Master of Business Administration (M.B.A.), Organizational Leadership
St. Mary's College of California
Paralegal Certificate, Corporate, Tax Law
Whittier College
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Kirkland's Home Sales AssociateKirklands2012 - Present
Cache Creek Casino Resort May 2011 - June 2011
Westamerica Bank March 2010 - August 2010
Wachovia March 2004 - March 2008
First Merit Bank July 1990 - September 2003
Education
John Carroll University 1975 — 1979
Bachelor of Arts (BA), Communications
VectraCor, Inc March 2010 - Present
Wachovia 2006 - 2013
Skills
Market Research, R&D, Medical Devices, Product Development, Data Analysis, Biotechnology, Cross-functional Team..., Research, Lifesciences, Microsoft Office, Market Development, Healthcare, Microsoft Word, Market Analysis, Marketing Strategy, Product Launch, Public Speaking
Education
James Madison University 2006 — 2007
Master of Business Administration (M.B.A.)
James Madison University 2002 — 2006
Bachelor of Science (BS), Integrated Science and Technology
Summit High School
Wells Fargo September 2010 - Present
Wachovia/Wells Fargo June 2009 - September 2010
Wachovia August 2004 - June 2009
First Union/Wachovia February 1998 - August 2004
Education
The George Washington University 2008 — 2009
Masters Certificate, Project Management
University of North Carolina at Charlotte 2001 — 2004
Master of Science (MS), Information Technology
Indiana University of Pennsylvania 1993 — 1997
Bachelor of Science (BS), Computer Science
Gold's Gym November 2009 - Present
Wachovia 1982 - 1994
United Press International 1974 - 1982
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Journalism, History