Wells Fargo (formerly Wachovia)
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Wells Fargo (formerly Wachovia) Employees
Wells Fargo/Premier Asset Services 2008 - 2014
Wells Fargo (formerly Wachovia) 1999 - 2008
Wells Fargo (formerly World Savings) 1997 - 1999
Skills
Vendor Management, Training & Development, Sales Presentations, Problem Solving, Market Research, Customer Service, Public Speaking, Microsoft Office, Management, Loans, Financial Risk, Marketing
Education
The Ohio State University 1981 — 1985
Bachelor of Science in Business Administration, Finance
CarterBaldwin January 2013 - Present
Lucas Group October 2011 - May 2012
Emergent Market Recruiting March 2006 - October 2011
Lucas Group February 2001 - January 2006
Midtown Church - started by Crosspointe Community Church March 1996 - February 2001
Crosspointe Community Church May 1995 - March 1997
Wells Fargo (formerly Wachovia) May 1994 - May 1995
Kingspark International Church July 1993 - May 1994
Skills
Executive Search, Recruiting, Business Development, Leadership, Strategy, Social Networking, Team Building, Sourcing, Training, Research, Nonprofits, Leadership Development, Human Resources, Executive Management, Social Media, Event Planning, Program Management, Performance Management, Entrepreneurship, Sales, Social Media Marketing, Fundraising, Management, Search, Applicant Tracking..., Marketing, Public Speaking, Illustrator, Adobe Creative Suite, Photoshop, Branding & Identity, OS X, Networking, Competitive Analysis, Talent Acquisition, Mac OS X, Presentation Development, HTML, Logo Design, Creative Strategy, Strategic Partnerships, Oral & Written..., Retained Search, High-Impact..., Creative Brainstorming, Talent Management, Selling, Higher Education..., Strategic Planning, Consulting
Education
University of North Carolina at Chapel Hill 1989 — 1993
BS, Business Administration and Management, General
University of Kentucky 1990 — 1991
Communication and Media Studies
University of Washington 1993 — 1993
Russian Language Intensive, Russian Studies
New Orleans Baptist Theological Seminary 1996 — 1999
Master of Divinity (M.Div.), Theology/Theological Studies
West Forsyth High School
Wells Fargo (Formerly Wachovia) August 2006 - January 2012
NASA 2011 - 2012
Skills
Inspection, Occupational Health, Hazard Recognition, Policy
Education
California State University-Northridge 2009 — 2012
Bachelor's degree, Environmental and occupational health
Azad University 1998 — 2002
Bachelor's degree, Biology/Biological Sciences, General
Wells Fargo June 1995 - Present
Wells Fargo formerly Wachovia June 1995 - June 2009
Associates Bancorp. March 1989 - June 1995
Simplicity Pattern Company July 1987 - March 1989
Skills
SDLC, Testing, Software Documentation, Test Planning, Project Management, Leadership, Team Leadership, Analysis, Training, Enterprise Software, Technical Writing, Mainframe, Business Analysis, Requirements Analysis, Requirements Gathering, Software Quality..., Data Warehousing, Defect Tracking, Visio, QTP, Business Intelligence
Education
Purdue University 1981 — 1983
Computer Technology, Computer Programming, Writing, Economics, Communication
BB&T October 2010 - Present
BB&T October 2005 - October 2010
Wells Fargo (formerly Wachovia) February 1988 - August 2000
Skills
Banking, Coaching, Strategic Planning, Credit, Customer Service, Retail Banking, Change Management, Loans, Team Building, Risk Management, Management Consulting, Business Strategy, New Business Development, Performance Management, Team Leadership
Education
Old Dominion University 1984 — 1987
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Brunswick High School 1981 — 1984
Honors Diploma, Business Administration and Management, General
Liberty University
Master of Business Administration (MBA), Educational Leadership and Administration, General
Philadelphia Health Management Corporation (PHMC) April 2015 - Present
American Thinker March 2014 - Present
Western Center for Journalism December 2013 - Present
Americans for Prosperity August 2012 - October 2012
Workforce Education and Lifelong Learning (WELL) September 2001 - February 2012
Congreso de Latinos Unidos January 2010 - April 2010
Governor’s Advisory Commission on Latino Affairs September 2009 - December 2009
Wells Fargo (formerly Wachovia) March 2002 - September 2003
Financial Control Services (FCS) November 2000 - March 2001
United MediCorp (UMC) April 2000 - August 2000
Skills
School Social Work, Politics, Nonprofits, Teaching, Public Speaking, High level of initiative, Creative Writer, Non-fiction Writer, Diplomacy, International Conflict..., Social Work, Bilingual-English/Spanis..., Fully bilingual English, Public Health Educator, Mayor's Commission on..., Dating- and..., Psychology, Conflict, Time Management, Qualitative Research, Social Sciences, Sociology, Program Evaluation, Conflict Resolution, Policy Analysis, Social Services, Community Outreach, Creative Writing, Policy
Education
Norwich University 2014 — 2016
Master's degree, Diplomacy, International Conflict Management
Temple University 2007 — 2010
Bachelor's degree, Social Work
Bank of America Merrill Lynch June 2015 - Present
Wells Fargo January 2014 - Present
Citi January 2007 - January 2014
Wells Fargo (formerly Wachovia) April 2003 - January 2007
Allfirst Bank October 1994 - April 2003
Bank of America February 1983 - October 1994
Skills
Credit Analysis, Management, Business Development, Commercial Banking, Banking, Portfolio Management, Credit, Strategy, CRM, Loans, Credit Risk, Commercial Lending, Small Business Lending, Leadership, Retail Banking, Sales Management, Investments, Sales, Relationship Management, Mergers & Acquisitions, Marketing Strategy, Strategic Planning, Mortgage Lending, Finance, Risk Management, Series 63, Wealth Management, Treasury Management, Financial Analysis, Financial Services, Financial Risk, Direct Marketing, Series 7, Strategic Leadership, Direct Sales, Financial Modeling, Private Banking, Underwriting, Leadership Development, Training, Consumer Lending
Education
Towson University 1978 — 1982
Bachelorâs Degree, Business Administration & Economics
Federal Reserve Information Technology March 2012 - Present
Intrepid Learning January 2011 - March 2012
University of Phoenix 2009 - 2012
Wells Fargo (formerly Wachovia) 2006 - 2010
UBS Wealth Management 2000 - 2006
UBS/PaineWebber 1989 - 2000
PaineWebber 1988 - 1998
Skills
Executive Coaching, Leadership Development, Organizational..., Talent Management, Succession Planning, Leadership, Workforce Planning, Performance Management, Strategy, Change Management, Human Resources, Cross-functional Team..., Coaching, Management, Career Development, Program Management, Workshop Facilitation, Staff Development, Consulting, Mergers & Acquisitions
Education
University of Phoenix
M.A., Organizational Management
Independent Bank Consultant June 2014 - Present
First Security Bank June 2011 - June 2014
First Advantage Bank July 2006 - June 2011
Wells Fargo (formerly Wachovia) October 1994 - July 2006
Price Waterhouse Management Consultants June 1989 - October 1994
Skills
Retail Banking, Mergers, Banking, Commercial Lending, Consumer Lending, Management Consulting, Credit, Investment Advisory, Project Planning, Project Implementation, Project Coordination, Integration, Loans, Financial Institutions, Risk Management, Financial Services, Mergers & Acquisitions, Small Business Lending
Education
Vanderbilt University - Owen Graduate School of Management 1987 — 1989
Masters of Business Administration, Finance and Organizational Management
Brescia University 1976 — 1980
Bachelor of Science, Accounting
Trident United Way May 2014 - Present
Social Mission Architects (SMA) January 2013 - Present
Nex Atlanta August 2012 - Present
Georgia Center for Nonprofits January 2010 - Present
The Better You Network December 2012 - Present
FirstBorn Group LLC January 2003 - 2013
TechBridge July 2011 - 2012
The Foundation Center March 2011 - March 2011
MetLife Resources June 2007 - September 2008
Wells Fargo- Formerly Wachovia October 2005 - June 2007
Skills
Funding, Proposal Writing, Non-profits, Grant Writing, Program Development, Grants, Training, Leadership Development, Program Management, Non-profit..., Fundraising, Community Development, Public Speaking, Nonprofit Consulting, Social Enterprise, Nonprofits, Strategic Planning, Community Outreach, Employee Training, Volunteer Management, Leadership, Business Development, Marketing Strategy, Organizational..., Strategy, Entrepreneurship, Coaching, Philanthropy, Capacity Building, Conflict Resolution, Economic Development, Project Planning, Sustainability
Education
Webster University 2004 — 2006
MBA, Business/Finance
Tuskegee University 1994 — 1998
Bachelors, Political Science
St. Andrews Parish High School 1991 — 1994
High School Diploma (College Prep)
Minnie Hughes 1984 — 1987
Certificate, Elementary School
Hillcrest Bank, a division of NBH Bank, N.A. May 2011 - Present
Wells Fargo Bank January 2008 - May 2011
Wells Fargo, Formerly Wachovia March 2006 - December 2007
Wells Fargo, Formerly Wachovia November 1999 - February 2006
Skills
Commercial Banking, Commercial Lending, Cash Management, Credit, Strategy, Lines Of Credit, Start-ups, Financial Services, Loan Origination, Commercial Mortgages, Deposits, Finance, Management, Underwriting, Treasury Services, Leadership, Middle Market, Credit Risk, Relationship Management, Commercial Real Estate, Sales, Funding, Cash Flow Lending, Remote Deposit Capture, Mortgage Banking, Entrepreneurship, Business Development, Budgets, Financial Structuring, Real Estate, Structured Finance, Financial Risk, Due Diligence, Construction Loans, Refinance, Residential Mortgages
Education
Mississippi State University 1983 — 1987
BS, Agricultural Engineering Technology and Business
University of Texas 2009 — 2009
Certificate of Completion, 8/20/2009, Energy Technology and Policy
Strider Academy 1970 — 1983
Gaylord, McNally, Strickland & Snyder, L.L.P. September 2000 - Present
Wells Fargo (formerly Wachovia) 1998 - 2000
Skills
Word Processing, Microsoft Office 2008..., Dictation, Legal Assistance, Microsoft Office, Microsoft Word, Outlook, Paralegals
Education
Pitt Community College 2000 — 2003
Associate of Arts and Sciences (AAS), Paralegal Technology
PerformTel Contact Centers June 2014 - Present
EmbroidMe-Shakopee,MN February 2013 - June 2014
Thomson Reuters April 2010 - September 2012
Wells Fargo (formerly Wachovia) April 2007 - December 2009
Ameriprise Retirement Services January 2004 - March 2007
American Express Retirement Services January 2000 - January 2004
American Express Retirement Services January 1995 - January 2000
IDS / American Express Retirement Services January 1993 - January 1995
Skills
Financial Services, Workforce Management, Leadership, Business Coaching, Vendor Management, Process Improvement, Business Analysis, Relationship Management, Change Management, Program Management, Call Center, Risk Management, Business Process..., Six Sigma, Cross-functional Team..., Marketing, Employee Benefits, Team Leadership, Team Building, Management, CRM, Call Centers
Education
Saint John's University 1988 — 1992
BA, Economics
BBVA Compass August 2011 - Present
Wells Fargo (formerly Wachovia) August 2007 - August 2011
BSF Enterprises/Trends & Traditions 2006 - 2007
Bellsouth 1993 - 2002
Skills
Recruiting, Temporary Placement, Retail, Customer Service, Employee Relations, Management, SDLC, Leadership, Applicant Tracking..., Onboarding, Retail Banking, Banking, College Recruiting, Talent Acquisition, Coaching, Technical Recruiting, Loans
Education
Samford University 2001 — 2004
MBA, Business
Samford University 1994 — 1997
BS, Business
Shelby Academy
Wells Fargo July 2012 - Present
Wells Fargo March 2012 - July 2012
Wells Fargo September 2010 - March 2012
Wells Fargo Bank (Merged with Wachovia) January 2009 - September 2010
Wachovia Bank, N.A. April 2005 - February 2009
Wells Fargo (Formerly Wachovia) June 2004 - April 2005
Wells Fargo (Formerly Wachovia) June 2003 - June 2004
Bank of America February 2001 - August 2002
CSX( Divested By Maersk/Sealand) October 1999 - February 2001
NTT DATA Corporation October 1997 - October 1999
Skills
Financial Services, Program Management, Banking, Relationship Management, Vendor Management, Business Development, E-commerce, Project Management, Leadership, Product Development, Management, Integration, Process Improvement, Risk Management, Customer Experience, Strategy
Education
Pfeiffer University
Master of Business Administration (MBA), Business Administration and Management, General
University of North Carolina at Charlotte
Bachelor of Arts in Psychology, Industrial Pyschology
SpectrumRED 2014 - Present
North Carolina State University 2014 - Present
Hickory Grove Christian School 2011 - 2014
Lincoln Financial Group 2008 - 2011
Montreat College 2007 - 2011
Wells Fargo (formerly Wachovia) 1999 - 2008
The University of North Carolina at Greensboro (UNCG) 2001 - 2002
AT&T 1996 - 1999
IBM 1993 - 1996
Skills
Leadership, Strategy, Strategic Planning, Coaching, Management, Leadership Development, Teaching, Organizational..., Training, Change Management, Consulting, Process Improvement, Staff Development, Higher Education, Organizational..., Nonprofits, Program Management, Instructional Design, Curriculum Development, Conflict Resolution, Administration, Organizational..., Management Consulting, Budgets, Research, Public Speaking, Team Building, Executive Coaching, Business Strategy, Program Development, Strategic Leadership, Educational Leadership, Community Outreach, Fundraising, Workshop Facilitation, Adult Education, Volunteer Management, Employee Training, Personnel Management, Strategic Thinking, Entrepreneurship, Enterprise Software, Curriculum Design, Executive Management, Policy, Team Leadership, Educational Management, Marketing, Admissions, Project Management
Education
Regent University 2010 — 2014
PhD, Organizational Leadership, School of Business and Leadership
University of North Carolina at Chapel Hill 1998 — 2000
Master of Business Administration (MBA), Kenan-Flagler Business School
North Carolina State University 1988 — 1993
BS, Mechanical Engineering, College of Engineering
Fidelity National Financial (NYSE:FNF) October 2014 - October 2015
Florida Blue June 2011 - October 2014
Blue Cross Blue Shield of Florida October 2006 - June 2011
JPMorgan Chase January 2005 - October 2006
Wells Fargo (Formerly Wachovia) March 2003 - January 2005
Bank of America September 1990 - March 2003
Skills
Visio, SharePoint, Management, Requirements Analysis, Training, Brainshark, MS Project, Microsoft SharePoint, Microsoft InfoPath..., Oracle Business..., IBM Web Content...
Education
University of North Florida 1990 — 1998
BS, Marketing and Management
Norman High
Ben Arnold-Sunbelt Beverage Co May 2015 - Present
Budweiser June 2011 - April 2015
Carolina First Bank August 2010 - June 2011
Wells Fargo (Formerly Wachovia) September 2008 - August 2010
Olson, Smith, Jordan, & Cox, PA May 2007 - August 2008
EXPRESS September 2004 - December 2006
Cross Creek Plantation July 2002 - September 2005
Skills
Microsoft Office, Negotiation, Marketing, Social Media Marketing, Leadership, Account Management, Social Media, Sales, Customer Service, Marketing Strategy, Microsoft Excel, Strategic Planning, Retail, Sales Management, Event Management, PowerPoint, Event Planning, Training, Social Networking, New Business Development
Education
Clemson University - College of Business and Behavioral Science 2005 — 2009
Bachelor of Science in Marketing, Marketing
Stark Financial Group September 2014 - Present
TD June 2013 - September 2014
Independence Planning Group July 2012 - June 2013
Wells Fargo (formerly Wachovia) January 2011 - July 2012
Palram Americas February 2009 - January 2011
ShadeTree Lawn and Landscaping LLC June 2001 - February 2009
West Virginia University August 2006 - December 2007
Skills
Series 6, Series 63, Life & Health Insurance..., Succession Planning, Estate Planning, Investments, Leadership, Life Insurance, CRM, Customer Satisfaction, Finance, Financial Services, Insurance, Management, Negotiation, Small Business, Strategic Financial..., Analysis, Financial Advisory
Education
Saint Joseph's University 2014 — 2016
Master of Business Administration (MBA), 3.7 GPA
West Virginia University
Bachelors, Economics
Collegium Civitas
N/A, Economics
Jack Henry & Associates August 2015 - Present
Wells Fargo April 2015 - August 2015
Bank of America January 2013 - February 2015
Bank of America March 2006 - January 2013
Wells Fargo (formerly Wachovia) November 2004 - March 2006
Rolnick Management Corporation February 1999 - May 2004
IBM February 1999 - September 2001
Skills
IT Operations, IT Service Delivery, System Administration, Microsoft Server..., Microsoft Cluster, VMware, IT Hardware Support, IBM Server Hardware, HP Server Hardware, Small Business IT..., Network Administration, Symantec Security, SAN, Disaster Recovery, Enterprise Architecture
Education
Silver Lake College 1988 — 1991
D+H U.S. Operation July 2015 - Present
SunGard Financial Systems 2012 - 2015
Financial Tools, Inc. 2010 - 2012
Ramapo College of New Jersey 2008 - 2011
SunGard Financial Systems (Formerly Inmatrix) 2009 - 2010
Wells Fargo (Formerly Wachovia) 2005 - 2008
Skills
Sales Management, Banking, Salesforce.com, Sales, Account Management, Business Development, Strategic Planning, Marketing, Cold Calling, New Business Development, Business Analysis, CRM, Team Leadership, Portfolio Management, Forecasting, Solution Selling, Sales Process, Credit Risk, Sales Presentations, Management, Loans, Analysis, Commercial Lending, Customer Satisfaction, Direct Sales
Education
Montclair State University 2002 — 2004
MBA, Marketing
The College of New Jersey 1998 — 2002
Bachelor of science, Marketing
TEKsystems August 2015 - Present
AccruePartners March 2015 - August 2015
Camstar Systems, a Siemens Business October 2014 - January 2015
Carlisle & Gallagher Consulting Group January 2014 - October 2014
Lash Group April 2010 - January 2014
Bank of America October 2008 - April 2010
Wells Fargo (formerly Wachovia) June 2008 - September 2008
Bank of America February 2008 - April 2008
Wells Fargo (formerly Wachovia) June 2007 - January 2008
Bank of America February 2005 - April 2007
Skills
Business Requirements, Project Management, SDLC, Requirements Gathering, Visio, Business Analysis, User Acceptance Testing, Requirements Analysis, SharePoint, Software Project..., Process Improvement, Quality Assurance, Software Documentation, Agile Methodologies, Analysis, MS Project, Integration
Education
Strayer University 2008 — 2009
Bachelor of Science (B.S.), Computer Information Systems
ECPI College of Technology 2002 — 2004
Associate of Science (A.S.), IT Networking
BBVA Compass Bank January 2011 - Present
First Commercial Bank June 2006 - January 2011
Wells Fargo formerly Wachovia September 2003 - June 2006
Skills
Banking, Mortgage Lending, Consumer Lending, Credit Analysis, Loans, Small Business Lending, Commercial Lending, Commercial Banking, Analysis, Credit, Mortgage Banking, Lines Of Credit, Loan Origination
Education
Miles College 2010 — 2012
Bachelor of Science (B.S.), Business Management
Fidelity Bank May 2006 - Present
Wells Fargo formerly Wachovia March 2005 - May 2006
Wells Fargo Mortgage formerly Wachovia Mortgage September 2002 - February 2005
Wells Fargo formerly Wachovia August 1999 - September 2002
Wells Fargo formerly Wachovia April 1998 - August 1999
Wells Fargo formerly Wachovia September 1997 - April 1998
Wells Fargo formerly Wachovia formerly First Union February 1997 - September 1997
Cape Fear Country Club 1994 - 1996
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Banking, Loans, Loan Origination, Credit, Credit Analysis, Retail Banking, Mortgage Banking, Consumer Lending, Asset Based Lending, Branch Banking, Commercial Mortgages, SBA
Education
University of North Carolina at Wilmington 1991 — 1995
Wells Fargo (formerly Wachovia) February 1999 - Present
Education
University of North Carolina at Charlotte
Master’s Degree, Computing / Information Technology Management
University of North Carolina at Charlotte
Graduate Certificate in Management of Information Technology, Information Technology
University of North Carolina at Charlotte
Bachelor’s Degree, Psychology
Project Management Institute
PMP Certification, Project Management
Newbury College
Associate’s Degree, Computer Science
Bank of America May 2011 - March 2015
RetireCo Inc March 2010 - April 2011
BNY Mellon March 2008 - March 2009
Wells Fargo (formerly Wachovia Bank) September 2004 - November 2006
Wells Fargo (formerly Wachovia) March 2004 - September 2004
Oppenheimer & Co. (formerly Fahnestock and Co.) June 2002 - May 2003
Skills
Commercial Banking, Asset Management, Customer Relations, Sales Management, Retail Banking, Managerial Experience, Retirement, Investments, Portfolio Management, Equities, Management, Customer Service, Banking, Asset Managment, Investment Management, Loans, Accounting, Bloomberg, CRM, Capital Markets, Credit, Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Insurance, Investment Advisory, Loan Origination, Marketing, Mutual Funds, Relationship Management, Retirement Planning, Risk Management, Sales, Securities, Series 63, Series 7, Strategic Financial..., Trading, Training, Wealth Management, Bonds, Investment Banking, Alternative Investments, FINRA
Education
Ohio Wesleyan University 1998 — 2002
BA, Economics
Central Catholic 1994 — 1998
High School Diploma, High School/Secondary Diplomas and Certificates
Sumitomo Mitsui Banking Corporation December 2007 - Present
Wachovia August 2002 - December 2007
Wells Fargo (formerly Wachovia) August 2002 - December 2007
Skills
Loans, Banking, Risk Management, Commercial Banking, Credit, Cash Management, Process Improvement, Financial Risk, Change Management, Financial Analysis, Credit Analysis, Commercial Lending, AML, Credit Risk, Mortgage Lending, Treasury Management, Retail Banking
Education
Hartwick College 1980 — 1984
Bachelor of Arts (B.A.), Psychology
Wells Fargo November 2014 - Present
Wells Fargo June 2001 - November 2014
Wells Fargo (Formerly Wachovia) June 2000 - June 2001
BankBoston April 1996 - January 2000
Skills
Loans, Commercial Banking, Credit Analysis, Credit, Commercial Lending, Consumer Lending
Education
Cheyney University of Pennsylvania
Sungard Availability Services January 2015 - Present
Sungard Availability Services November 2012 - December 2014
Crestwood SP Association 1999 - 2013
Verizon Business 2008 - 2012
Diamond Credit Union 2003 - 2007
Wells Fargo (formerly Wachovia) 1999 - 2002
Skills
Cloud Computing, Managed Services, Telecommunications, Solution Selling, Sales Process, VoIP, Networking, Account Management, Unified Communications, Salesforce.com, Sales Management, Lead Generation, Direct Sales, MPLS, Data Center, Disaster Recovery, Telephony, Solution Design, B2B, Management, IP, Security, Customer Relations, LAN-WAN, Sales Operations, Selling, Enterprise Software, RFP, Customer Retention, Team Leadership, New Business Development, Team Building, DSL, Problem Solving, Contract Negotiation, Budgets, Consultative Selling, Contract Negotiations, Budgeting, LAN/WAN, Ethernet, Business Continuity, VPN, Product Management, Business Analysis, Cloud Security, SQL, Microsoft SQL Server, Oracle, SAP
Education
Albright College 1996 — 2000
Bachelor of Science, Business Administration
Rackspace Hosting May 2012 - Present
Wells Fargo May 2011 - May 2012
Wells Fargo Home Mortgage February 2010 - May 2011
JPMorgan Chase September 2009 - February 2011
Wells Fargo (Formerly Wachovia) January 1998 - September 2008
Skills
Mortgage Lending, Call Center, Banking, Credit, Mortgage Banking, Refinance, FHA, Loans, Loan Origination, Residential Mortgages, Underwriting, Credit Analysis, Risk Management, Customer Service, Sales Management, Finance, Leadership, Portfolio Management, Insurance, Technology Solutions, Hosted Microsoft..., Email Hosting
Education
San Francisco State University
Wells Fargo November 2013 - Present
Wells Fargo, formerly Wachovia 2008 - November 2013
Wachovia 2002 - 2008
Fleet Bank 1997 - 2002
Middle Market 1996 - 1997
IBJ Schroder Bank & Trust Company 1995 - 1996
Chemical Bank 1991 - 1995
National Westminster Bank 1986 - 1991
Skills
Collaborative Leadership, Inspiring People, Communication, Community Engagement, Wholesale Banking, Retail Banking, High Performance Teams, Public Speaking, Strategic Planning, Treasury Management, Sales, Cross Selling, Consumer Lending, Mergers & Acquisitions, Commercial Mortgages, Lines Of Credit, Loan Origination, Small Business, Series 6, Portfolio Management, Asset Based Lending, Middle Market
Education
NYU Stern School of Business 1992 — 1996
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1981 — 1986
BA, Business
CDC Small Business Finance November 2012 - Present
U.S. Small Business Administration SLPC February 2011 - November 2012
US Small Business Administration June 2009 - October 2010
Wachovia SBC May 2006 - June 2009
WELLS FARGO (formerly Wachovia) 2006 - 2009
HomEq Mortgage Loan January 1996 - January 2006
Skills
Financial Analysis, Comprehensive Knowledge..., SOP 10 50 10 5 (D), Innovation/Creativity, Risk Management, Leadership, Loans, Credit, Underwriting, Credit Analysis, Small Business Lending, Banking, Commercial Lending, SBA, Refinance, Finance, Loan Origination, Cash Flow, Commercial Mortgages, Financial Risk, Call Centers, Customer Service, Mortgage Servicing, Analysis, Mortgage Lending, Small Business, Financial Structuring, Loan Servicing, Asset Managment, Commercial Banking, Residential Mortgages, Investments, Call Center, Training, Sales, Cross Selling, Portfolio Management, Management, Mortgage Underwriting, Loan Modifications, Cash Management, Loss Mitigation, Coaching, Credit Risk, Relationship Management, Business Planning, Foreclosures, Financial Services, Retail Banking, Mortgage Banking
Education
Golden Gate University 2002 — 2005
Bachelor Degree, Business Administration
Monterey Peninsula College 1988 — 1991
AA, Liberal Arts
Wells Fargo (formerly Wachovia) October 2008 - Present
Wachovia Bank, NA February 2001 - October 2008
Frst Union Bank, NA January 1998 - February 2001
First Union/Wachovia 1992 - 1994
Skills
Retirement Planning, Investments, Mutual Funds, Securities, Series 7, Fixed Annuities, Strategic Financial..., Retirement, Equities, Financial Analysis, Insurance, Estate Planning, Wealth Management, Long-term Care, Series 63, Bloomberg, Fixed Income, Asset Allocation, Risk Management, Investment Advisory
Education
AIB (American Institute of Banking 1981 — 1984
Wharton School, University of Pennsylvania 1975 — 1980
Regions Bank January 2007 - Present
U.S. Bank 2006 - 2007
Wells Fargo (formerly Wachovia) 2000 - 2006
SunTrust Bank 1980 - 1999
Skills
Corporate Trust..., Corporate Trust..., CCTS awarded 1993, Training and Procedures, Banking, Financial Services, Investments
Education
Randolph College
BA, History
The University of Reading
Ogle Schools March 2015 - Present
Peyton Resource Group November 2014 - April 2015
Robert Half Technology September 2010 - November 2014
OfficeTeam February 2010 - September 2010
Wells Fargo formerly Wachovia December 2009 - February 2010
Spectrum Athletic Clubs January 2009 - December 2009
Omni Health & Fitness Center March 2008 - December 2008
Skills
Staffing Services, Temporary Staffing, Temporary Placement, Technical Recruiting, Contract Recruitment, Applicant Tracking..., Screening Resumes, Human Resources, Benefits Negotiation, Recruiting, Internet Recruiting, Training, Vendor Management, Onboarding, Sourcing, Talent Acquisition, Permanent Placement, Executive Search, Staff Augmentation, Leadership, Cold Calling, College Recruiting, Management, Typing, Data Entry, Data Migration, Microsoft Excel, Microsoft Office, Customer Service, Customer Satisfaction, Inventory Management, Interviews, Marketing, Social Media Marketing, Collaborative Problem..., Collaborative Leadership, Records Management, Database Administration, Multi-line Phone, Multi-task & Handle...
Education
Avante Laser Training Institute 2015 — 2015
Certified Laser Hair Removal Technician, Laser Hair Removal
Darton College 2005 — 2006
Early Childhood Education, Early Childhood Education and Teaching
Wells Fargo December 2013 - Present
Wells Fargo November 2005 - December 2013
MassBytes Technology Solutions, Inc. January 2005 - November 2005
Profit Technologies Corporation February 2004 - February 2005
Wells Fargo (formerly Wachovia) 2002 - February 2004
Wells Fargo (formerly Wachovia) 2000 - 2002
Bank of America 1999 - 2000
EquiFirst 1999 - 1999
First Union Capital Markets 1998 - 1999
Premier, Inc 1996 - 1998
Skills
SDLC, Business Analysis, Management, SQL, Requirements Analysis, Visio, Requirements Gathering, Microsoft SQL Server, Unix, Agile Methodologies
Education
University of North Carolina at Charlotte
Wells Fargo October 2012 - Present
Wells Fargo Bank January 2009 - September 2012
Wells Fargo (formerly Wachovia) 2007 - 2009
Wells Fargo Bank (formerly Wachovia) 1998 - 2006
Skills
Project Portfolio..., Project Management, Program Management, SDLC, PMO, Risk Management, Business Process..., Business Analysis, Vendor Management, Commercial Banking
Education
Syracuse University
Major: Labor and Industrial Relations; Minor: Pre Law
Wells Fargo March 2013 - Present
SunTrust Bank June 2009 - 2010
SunTrust Bank March 2008 - June 2009
Wells Fargo (Formerly Wachovia) October 2006 - March 2008
Education
Utica College
Master of Business Administration (MBA), Economic Crimes and Fraud Management
The University of Georgia 1998 — 2003
Bachelor of Science, Psychology
Nina To The Rescue January 2012 - Present
Seaside National Bank & Trust January 2010 - August 2010
Wells Fargo (formerly Wachovia) August 1978 - March 2007
Skills
Elder Care, Organic Gardening, Home, pet, plant care, Organizational skills:..., Financial..., Nonprofits, Selling, Wealth Management, Estate Planning, Leadership, Banking, Public Speaking, Asset Management, Financial Services
Education
Northwestern University 1990 — 1991
Certified Trust Financial Advisor, Graduate Trust School/ABA
University of North Florida 1972 — 1977
BA, Psychology/Sociology
Faneuil December 2013 - Present
Wells Fargo 2011 - 2012
Wells Fargo formerly Wachovia 2005 - 2011
Wells Fargo formerly Wachovia 1999 - 2005
Wells Fargo formerly Wachovia 1997 - 1999
Wells Fargo formerly Wachovia 1992 - 1997
Wells Fargo formerly Wachovia 1990 - 1992
Education
University of Central Florida
Bachelor of Science Business Administration (B.S.B.A.)
Wells Fargo October 2011 - Present
Wells Fargo (Formerly Wachovia) August 2007 - October 2011
Wells Fargo (Formerly Wachovia) June 2005 - August 2007
Education
Pfeiffer University
Bachelor of Science in Business Administration