Wells Fargo / Wachovia
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Wells Fargo / Wachovia Employees
WestRock Company July 2015 - Present
RockTenn March 2013 - Present
Wells Fargo 2006 - March 2013
Wells Fargo / Wachovia 1993 - 2006
Wells Fargo / Wachovia 1985 - 1991
Skills
SDLC, Requirements Analysis, Requirements Gathering, Business Analysis, Business Requirements, Systems Analysis, Creative Solutions, Mainframe, Problem Solver, Software Quality..., Automated Software..., SharePoint, Web Testing, Data Warehousing, Process Improvement, Data Analysis, User Acceptance Testing, Problem Solving, Program Management, Quality Assurance, Testing, Management
Education
Long Island University
Mercy College
Bachelor of Arts, Business Administration
Stifel June 2009 - Present
Stifel Nicolaus 2009 - Present
Stifel Financial Corp. 2009 - Present
Wells Fargo / Wachovia 1999 - 2009
Skills
Municipal Bonds, Gold and precious..., Portfolio Management, Risk Management, Credit, Fixed Income, Mutual Funds, Securities
Education
Stautzenberger College-Maumee 1969 — 1972
Business
Genoa High School, Genoa, Ohio
University of Toledo
Gainesville-Alachua County Association of Realtors June 2014 - Present
Sigma Gamma Rho Sorority, Inc. March 2007 - June 2014
University of Florida August 2013 - January 2014
University of Florida March 2010 - August 2013
Macys November 2009 - March 2010
Wells Fargo / wachovia May 2009 - August 2009
Skills
Typing, Customer Service, Student Services, Financial Services, Student Affairs, PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Research, Microsoft Excel, Social Media, Non-profits, Event Planning, Retail, Editing, Outlook, Fundraising, Budget, Inventory Management, Access, Social Networking, Community Outreach, Time Management, Leadership, Facebook, Higher Education, Critical Thinking, Teamwork, Creative Writing, Student Development, Event Management, Human Resources, Data Analysis, Public Relations, Leadership Development, Data Entry
Education
Everest University-Pompano Beach 2010 — 2012
Masters, Criminal Justice, 3.89 GPA
University of Florida 2005 — 2009
Bachelors, Anthropology, 3.15 GPA
PNC December 2012 - Present
Wells Fargo July 2008 - December 2012
Wells Fargo / Wachovia November 2006 - July 2008
Wells Fargo / Wachovia September 2002 - November 2006
Verizon Information Services February 2001 - August 2002
Morgan Stanley May 1999 - January 2001
Skills
·NASD Securities..., ·Life Insurance..., Banking, Credit, Finance, Fixed Annuities, Insurance, Investments, Leadership, Sales, Customer Service, Management
Education
Jacksonville State University 1994 — 1999
Bachelor of Science (BS), Finance
Cedartown High School 1990 — 1994
Duke Energy Corporation July 2013 - Present
Marker 111: Navigating Change January 2012 - Present
University of South Carolina May 2013 - January 2015
OD on the Edge, a Community of Practice September 2010 - August 2014
The ABEO Group June 2007 - January 2012
Bank of America November 1998 - June 2007
Central Piedmont Community College March 1999 - June 2005
Wells Fargo / Wachovia February 1997 - November 1998
First Union National Bank February 1997 - November 1998
CompUSA January 1996 - February 1997
Skills
Change Management, Project Management, Process Improvement, Organizational..., Management Consulting, Coaching, PMP, Six Sigma, Consulting, Program Management, Strategic Planning, Executive Coaching, Management, Leadership Development, Training, Vendor Management, Business Transformation, Project Planning, Mergers & Acquisitions, Business Process..., Strategy, Leadership, Project Portfolio..., Risk Management, Governance, Business Analysis, Cross-functional Team...
Education
McColl School of Business, Queens University of Charlotte 2009 — 2011
MS Organizational Development - student
East Carolina University 1983 — 1985
BA, English and Philosophy
Providence Day School
Providence Day School
Hamilton State Bank June 2015 - Present
Independent Health and Life Agent July 2013 - June 2015
CBC National Bank August 2012 - September 2013
Bank of America October 2011 - August 2012
Appointed with: Mutual of Omaha, Aflac, Allianz, ING, Assurant, and Humana October 2007 - October 2011
United Bank & Trust September 2006 - September 2007
NorthSide Bank August 2005 - August 2006
Crescent Bank & Trust February 2001 - August 2005
BB&T / Peoples First National Bank January 1999 - February 2001
Wells Fargo / Wachovia January 1997 - December 1998
Skills
Strategic Financial..., Insurance, Strategic Planning, Fixed Annuities, Long Term Care Insurance, Small Business, Disability Insurance, Financial Services, IRAs, Life Insurance, Term Life Insurance, Whole Life, Universal Life, Medicare Insurance, Health Insurance, Traditional IRA, Roth IRA, Dental Insurance, Medicare Part D, Medicare Advantage, Critical Illness, Final Expense Insurance, Final Expense Planning, Medicare
Education
University of Georgia - Terry College of Business 2004 — 2006
Georgia Banking School
Wachovia Bank 1997 — 1998
Management Training Program
Shorter University 1994 — 1996
Bachelor of Business Administration, Management and Finance
Georgia Highlands College 1992 — 1994
Associate of Science in Business, Management
Signet Management USA May 2011 - Present
Wells Fargo / Wachovia January 2008 - May 2011
Skills
Financial Analysis, Credit Analysis, Banking, Credit, Strategic Financial..., Financial Modeling, Commercial Lending, Consumer Lending, Small Business Lending, Customer Service, Mortgage Lending, Management, Retail Banking, Portfolio Management, Commercial Banking
Education
University of Maryland University College 2013 — 2016
Master of Science in Accounting and Financial Management, Accounting and Finance, A
Narsee Monjee College of Commerce and Economics
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Lake Homes Realty / LakeHomes.com August 2015 - Present
Rinehart Realty August 2014 - August 2015
NYCB June 2011 - May 2014
Wells Fargo / Wachovia October 2007 - June 2011
GEICO August 2002 - September 2007
US Navy August 1996 - August 2002
Skills
Team Leadership, Leadership, Sales Management..., Sales Management, Management, Sales, Coaching, Retail Banking, Employee Engagement, Banking, Finance, Financial Services, Motivation, Motivational Speaking, Problem Solving, Thinking Outside The Box, Insurance, Innovation, Process Improvement, Streamlining Operations, Call Centers, Real Estate, Buyer's Agent, Listing Homes, First Time Home Buyers, First Time Home Sellers, Mortgage Lending, Customer Service, Strategy, Team Building, Strategic Planning, Loans
Education
Strayer University-Florida
Bachelor of Business Administration (BBA), Business Administration and Management, General
Tidewater Tech-Trades
System, Networking, and LAN/WAN Management/Manager
Tyler, Redhead & McAlister Real Estate December 2012 - Present
Wells Fargo / Wachovia November 2003 - January 2007
Goldman Sachs August 2000 - June 2003
Skills
First Time Home Buyers, Real Estate, Foreclosures, Asset Management, Investment Properties, Residential Homes, Real Estate Development, Real Estate Economics, Relocation
Education
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Science (BS), Finance, General
Salisbury High School
Bank of America July 2014 - Present
Bank of America August 2011 - July 2014
Wells Fargo January 2011 - August 2011
Signature Consultants/Bank of America February 2010 - January 2011
Wells Fargo / Wachovia September 2008 - December 2009
M3 Technology Group July 2005 - August 2008
Royal & Sun Alliance 2002 - 2004
Prima Consulting 1997 - 2000
Skills
SDLC, Requirements Analysis, Enterprise Architecture, Requirements Gathering, IT Strategy, Business Process, Data Warehousing, Solution Architecture, Business Analysis, Integration, Vendor Management, Business Intelligence, IT Management, Disaster Recovery, Systems Analysis, Master Data Management, ETL, SQL, Databases, Software Project..., Microsoft SQL Server, Data Modeling, Project Portfolio..., PL/SQL, Agile Project Management, Business Process Design, Oracle, Business Process..., Agile Methodologies, IT Operations, SharePoint, MS Project, ERP, DB2, Database Design, Software Development, Enterprise Software, Data Management, Data Quality, Data Lineage, Basel II, Basel III, Risk Data Aggregation
Education
York University 1982 — 1989
MBA, Entrepreneurship/Entrepreneurial Studies/MIS
Carleton University 1972 — 1977
B.Eng., Mechanical
Wells Fargo / Wachovia 2004 - Present
Wachovia Corporation 2004 - 2009
Womble Carlyle Sandridge & Rice PLLC October 1984 - April 2004
Womble Carlyle Sandridge & Rice 1984 - 2004
Skills
Legal Research, Litigation, Business Litigation, Civil Litigation, Legal Writing, Commercial Litigation, Trials, Corporate Law, Mediation, Litigation Support, Legal Assistance, Customer Service, Westlaw
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, History
Wells Fargo / Wachovia March 2005 - Present
Barclays Capital September 2003 - March 2005
Lehman Brothers April 1994 - September 2003
Skills
Market Risk, Product Control, Risk Management, Fixed Income, Credit Derivatives, CDO, Securitization, CMBS, ABS, Finance, Rates, Analysis, Accounting, Management, Budgets, Residential Mortgages
Education
Rutgers Graduate School of Management 1990 — 1992
MBA
San Diego State University-California State University 1984 — 1987
B.S., Business (Finance)
DBS Bank, Ltd March 2011 - Present
Wells Fargo / Wachovia July 2005 - March 2011
Southwest Bank of Texas January 2002 - October 2003
WestLB September 2000 - August 2001
Credit Agricole September 1995 - September 2000
Natixis March 1993 - September 1995
The Fuji Bank, Limited July 1989 - March 1993
Texas Commerce Bank, NA June 1988 - July 1989
Mobil Oil June 1985 - August 1986
Skills
Credit Analysis, Portfolio Management, Credit, Capital Markets, Corporate Finance, Finance, Commercial Banking, Loans, Restructuring, Risk Management, Credit Risk, Strategy, Leadership, Financial Structuring, Financial Modeling, Data Analysis, Leveraged Finance, Structured Finance, Banking, Investment Banking
Education
The University of Texas at Austin 1981 — 1985
Bachelor's degree, Finance
The University of Texas at Austin 1981 — 1985
Bachelor's degree, Data Processing and Analysis
Texas A&M University 1986 — 1988
MBA
Monterey High School 1978 — 1981
Graduate
Nike July 2013 - Present
Resources Global Professionals November 2012 - July 2013
Independent Consultant June 2012 - October 2012
Bank of America January 2010 - June 2012
Wells Fargo / Wachovia 1996 - 2000
Skills
Change Management, Project Management, Process Improvement, Training Delivery, Organizational..., PMP, Six Sigma, Program Management, Business Process..., Risk Management, SDLC, PMO, Vendor Management, Project Portfolio...
Education
University of Florida
Masters, Elementary Education
University of Florida
BA, Elementary Education
Union Bank May 2012 - Present
Wells Fargo / Wachovia February 2008 - May 2012
Citigroup Trust November 2000 - February 2008
Wells Fargo May 1999 - November 2000
Bank of America October 1997 - May 1999
Skills
Trust Services, Wealth Management, Portfolio Management, Estate Planning, Wealth Management..., High Net Worth..., Private Banking, Investments, Asset Allocation, Asset Management, Securities, Investment Advisory
Education
Loyola Law School, Los Angeles
J.D.
University of California, Los Angeles
B.A., Business-Economics
Bank of America November 2012 - Present
Wells Fargo November 2008 - June 2010
Wells Fargo / Wachovia November 2005 - May 2010
LIBERTY MORTGAGE LENDING March 2002 - October 2005
Omnicast Productions January 1998 - September 2005
Omnicast Productions February 1998 - March 2003
WXEL TV January 2000 - January 2003
WXEL TV January 1997 - January 2003
Skills
Six Sigma, Certified Project..., Information Architecture, Customer Relations, Banking, Credit, Problem Solving, Call Center, Loans, Requirements Analysis, Testing, Analysis, Windows, Risk, Program Management, Business Requirements, Documentation, Compliance, PMP, Databases, Integration, SDLC, Business Analysis, Linux, PL/SQL
Education
ITT 2009 — 2012
CNS, Computers
Florida State University 1991 — 1995
Bachelor of the Arts; degree, Communications; Computer Science
Western Digital February 2010 - Present
Wells Fargo / Wachovia November 2002 - October 2009
Hikanoo, LLC June 2000 - October 2002
Skills
Graphic Design, Sketching, Logo Design, Illustration, InDesign, Photoshop, Adobe Creative Suite, Concept Development, Industrial Design, Typography, Rendering, Art Direction, Web Design, Corporate Identity, Layout, Management, Sales, Brand Development, Product Marketing, Marketing, Marketing Strategy, Advertising, Mac
Education
Art Center College of Design
Transportation & Industrial Design
Progress Bank September 2010 - April 2014
Wells Fargo / Wachovia March 2001 - February 2010
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Banking, Retail Banking, Credit Analysis, Small Business Lending, Consumer Lending, Mortgage Lending, Lines Of Credit, Portfolio Management, Cash Management, Commercial Mortgages, Underwriting, Risk Management, Financial Analysis, SBA, Wealth Management, Credit Risk, Investments
Education
Gadsden State Community College
Wellborn High School
SAS Institute, Inc. January 2012 - Present
Wells Fargo / Wachovia 2006 - 2011
Skills
Sales, Analytics, Account Management, Solution Selling, Data Visualization, Data Analysis, Business Intelligence, Enterprise Software, SAS, Management, Data Management, Banking, Finance, SaaS, Investments, Salesforce.com, CRM
Education
University of Michigan 2001 — 2006
People First Federal Credit Union February 2009 - Present
Wells Fargo / Wachovia March 2004 - October 2008
Education
Kutztown University of Pennsylvania
Business Administration and Management, General
Salisbury High School
Wells Fargo June 2014 - Present
Wells Fargo February 2013 - June 2014
Bank of America March 2012 - February 2013
Wells Fargo / Wachovia October 2011 - March 2012
Wachovia/Wells Fargo April 2011 - October 2011
Wachovia April 2010 - April 2011
Education
College of Charleston
Political Science
Summerville High School
Diploma, General Studies
Trident Technical College
Political Science