First Citizens Bank
Industry: Bank holding company
DescriptionFirst Citizens Bancshares, Incorporated is a bank holding company based in Raleigh, North Carolina that operates First Citizens Bank. First Citizens operates in 18 states and the District of Columbia in the United States, concentrated in the Southeastern United States, Southern California, and Washington. Headquarters: Raleigh, North Carolina, United States CEO: Frank B. Holding Jr. (28 Jan 2008–) Total assets: 33 billion USD (2016) Subsidiaries: FIRST CITIZENS BANK & TRUST CO,
First Citizens Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Citizens Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
First Citizens Bank Salaries. You can even request information on how much does First Citizens Bank pay if you want to. Learn about salaries, pros and cons of working for First Citizens Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,663 First Citizens Bank employees in database. Find out everything there's to know about First Citizens Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
First Citizens Bank Employees
Block, Crouch, Keeter, Behm & Sayed, LLP January 2015 - Present
Aflac December 2014 - Present
Keller's InC. July 2011 - July 2014
First Citizens Bank June 2008 - July 2011
Skills
Contract Management, Microsoft Office, Proposal Support, Project Management, Customer Service, Government Contracting, Procurement, Risk Assessment, FileMaker, Process Improvement
Education
University of Houston-Clear Lake 2000 — 2002
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Webster University 2000 — 2002
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Summit Bank & Trust November 2014 - Present
Ameriflow Energy Services LLC April 2013 - June 2014
First Citizens Bank April 2012 - April 2013
Skills
Outlook, Office Management, Customer Service, Microsoft Excel, Spreadsheets, Microsoft Word, Microsoft Office, Accounts Payable, Invoicing, Human Resources, Banking, PowerPoint, Payroll, Budgets, Supervisory Skills, Accounts Receivable, Sales
Education
University of Central Oklahoma
Insight Card Services July 2015 - Present
Kay Jewelers November 2014 - July 2015
BBVA Compass October 2014 - July 2015
BBVA Compass January 2014 - October 2014
First Citizens Bank June 2012 - December 2013
Bealls July 2011 - June 2012
Winn-Dixie Stores, Inc June 2009 - April 2011
Tuscaloosa Public Defenders' Office May 2009 - August 2009
Winn Dixie Stores May 2008 - August 2008
Camp Laney May 2007 - August 2007
Skills
Security, Private Investigations, Loss Prevention, Phone Etiquette, Inventory Management, Retail, Customer Service, Cashiering, Data Entry, Inventory Control, File Management, Fax, Process Scheduler, Outlook, Cpr Certified, Time Management, Critical Thinking, PowerPoint, Customer Satisfaction, Microsoft Word, Risk Management, Account Management, Leadership, Sales, Management, Banking
Education
University of Alabama 2006 — 2010
BA, Criminal Justice
Allen D Nease High School 2002 — 2006
Gwinnett County Tax Commissioner's Office January 2015 - Present
First Citizens Bank April 2007 - June 2014
Georgian Bank April 2006 - April 2007
Piedmont Bank of Georgia July 2005 - April 2006
IronStone Bank April 2003 - June 2005
SouthTrust Bank January 2000 - March 2003
Bank of America January 1991 - January 2000
Skills
Underwriting, Credit, Banking, Loans, Credit Analysis, Portfolio Management, Hiring, Commercial Lending, Commercial Banking, Small Business Lending, New Business Development, Financial Analysis, Team Leadership, Lines Of Credit, Mortgage Lending, Investments, Finance, Commercial Mortgages, Asset Based Lending, Sales Management, Consumer Lending, Financial Services, Wealth Management, Sales, Cross Selling, Management, Relationship Management, Cash Management, Credit Risk, Financial Risk, Loan Origination, Treasury Management, Business Development, SBA, Risk Management, Strategic Planning, Retail Banking, Leadership, Treasury Services, Mortgage Banking
Education
University of Florida 1985 — 1991
BA, Economics
Great Neck North Senior High School 1982 — 1985
First Citizens Bank March 2009 - Present
First American Bank April 2007 - January 2009
Joseph Scott Financial October 2005 - January 2007
Skills
Commercial Lending, Banking, Commercial Mortgages, Relationship Management, Financial Services, Small Business Lending, Commercial Banking, Credit Analysis, Loans, Credit, Underwriting, Loan Origination, Credit Risk, Portfolio Management, Business Development, Commercial Real Estate, Finance, Lines Of Credit, Small Business
Education
FLORIDA SCHOOL OF BANKING (FBA)2005 2003 — 2005
University of Central Florida 1999 — 2001
B.S, BUSINESS ADMINISTRATION - FINANCE
MetLife August 2014 - Present
Lord Corporation February 2013 - July 2014
1-800-Pack-Rat July 2012 - February 2013
North Carolina Farm Bureau July 2008 - August 2012
First Citizens Bank 2007 - 2008
Peopleclick 2005 - 2007
Interstate Hotels & Resorts 2001 - 2005
Visual One Systems 1998 - 2001
Joe's Deli 1992 - 1996
Skills
Microsoft Exchange, Windows Server, Active Directory, VMware, Disaster Recovery, Troubleshooting, Microsoft Technologies, IT Management, Storage Area Networks, Blackberry Enterprise..., System Administration, SCOM, WSUS, Windows, Group Policy, Servers, VMware ESX, Virtualization, Vendor Management, Management, Infrastructure, Antivirus, XP, Operating Systems, IIS, SAN
Education
University of Florida 1992 — 1996
Regions Financial Corporation November 2013 - Present
First Citizens Bank January 2009 - January 2013
Wachovia Bank, A Wells Fargo Company June 2007 - November 2009
Wachovia, A Wells Fargo Company March 2007 - June 2007
Wachovia / Evergreen Investments December 2003 - February 2006
Skills
Investment Management, Sales, New Business Development, Relationship Management, Alternative Investments, Philanthropy, Custodial Services, Escrow, Wealth Management, Trust Services, Business Development, Financial Services, Portfolio Management, Investments, High Net Worth..., Finance, Banking, Mutual Funds, Series 7, Series 63, Asset Allocation, Asset Management, CRM, Commercial Lending, Investment Advisory
Education
The University of Connecticut
Bachelor's of Science, Finance
University of North Carolina at Charlotte
Master of Business Administration (MBA), Finance
First Citizens Bank July 2013 - Present
U.S. Bank November 2012 - July 2013
First Citizens Bank June 2011 - October 2012
Chase Bank March 2007 - June 2011
Skills
Managing and coaching..., Proven record of..., Designing creative..., Distilling value,..., Motivating staff to...
Education
University of Houston-Clear Lake
University of Wyoming
Coldwell Banker HPW 1993 - Present
First Citizens Bank March 1978 - August 1986
Skills
Sellers, Relocation, Buyer Representation, First Time Home Buyers, Investments, New Homes, Buyers, REO, Investors, Foreclosures, Condos, Short Sales, Referrals, Move Up Buyers, Real Estate, Listings, Residential Homes, ABR, Investment Properties, Relocation Buyers, Real Property, Townhomes, New Home Sales, Real Estate Development, Listing Homes, National Association of..., Seller Representation, Buyer's Agent, Council of Residential..., SFR, Senior Real Estate, First Time Home Sellers, Vacation Homes, Assisting First Time..., Seniors, Real Estate Marketing
Education
University of Central Arkansas
B.S., Math, Business
Killer Creek Harley-Davidson, Inc. July 2014 - Present
Collins Real Estate Advisors April 2013 - July 2014
Krueger Appraisal Services June 2012 - September 2013
Zylstra Harley-Davidson April 2011 - December 2011
Zylstra Harley-Davidson June 2009 - April 2011
Zylstra Harley-Davidson August 2007 - June 2009
First Citizens Bank May 2005 - June 2007
Highland Country Club May 2004 - May 2005
Harley-Davidson Farthest North Outpost August 2002 - September 2003
Harley-Davidson Farthest North Outpost January 2000 - August 2002
Skills
Management, Financial Analysis, Finance, Forecasting, Sales Management, Budgets, Sales, Financial Services, Process Improvement
Education
Webster University
Master of Business Administration (M.B.A.)
University of Alaska Fairbanks
Bachelor's Degree, Accounting
University of Oklahoma Health Sciences Center August 2014 - Present
University of Oklahoma March 2014 - August 2014
OptumRx April 2013 - March 2014
Paycom December 2011 - April 2013
First Citizens Bank April 2011 - December 2011
Griffin Communications September 2010 - April 2011
Comtech Design, Print & Mail October 2009 - April 2010
Rose State College August 2007 - June 2009
Skills
Marketing Communications, Social Media Marketing, Advertising, Strategic Planning, Fundraising, Graphic Design, Photoshop, Sales, Integrated Marketing, Strategic Communications, Internal Communications, Advertising Sales, Communication Training, Leadership, Public Relations, Corporate Communications, Social Media, Email Marketing, Online Advertising, Research, Facebook, Direct Marketing, B2B, Banking, Online Marketing, Online Research, Training, Leadership Development, Coaching, Applicant Tracking..., Organizational..., New Hire Orientations, Public Speaking
Education
University of Central Oklahoma 2011 — 2014
Master's degree, Adult and Continuing Education and Teaching, 4.0
University of Central Oklahoma 2008 — 2009
Bachelors, Marketing
Trent Capital Management 2009 - Present
First Citizens Bank October 2008 - 2009
Self Employed October 2005 - October 2008
Skills
Budgets, Wealth Management, Commercial Banking, Mergers & Acquisitions, Sales Management, Estate Planning, Retirement Planning, Financial Services, New Business Development, Leadership, Account Management, Team Building, Small Business Lending, Retirement, Loans, Marketing, Advertising, Commercial Lending, Marketing Strategy, Credit Analysis, Business Development
Education
University of Mississippi
athenahealth September 2012 - Present
Down East Credit Union June 2009 - September 2012
Bank of America April 2008 - December 2008
Bank of America October 2007 - April 2008
First Citizens Bank November 2005 - February 2007
The County Federal Credit Union May 2003 - November 2005
Skills
Outlook, Analysis, Banking, Customer Service, Training, Credit, Project Management, Time Management, Microsoft Office, Loans, Data Entry, Management, CRM, Teamwork, Sales, Merchant Services, Merchant Card Processing, Credit Cards, Healthcare, Process Improvement, Healthcare Information..., Microsoft Excel, Team Building, Marketing
Education
Fort Fairfield Middle/ High School 2000 — 2003
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
University of Maine at Presque Isle
Non Degree Student, Business Administration and Management, General
Centennial Bank September 2015 - Present
Sunflower Bank June 2013 - May 2015
First Citizens Bank July 2011 - June 2013
Colorado Capital Bank January 2011 - July 2011
Colorado Capital Bank September 2007 - January 2011
GreenPoint Mortgage May 2005 - September 2007
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Customer Service, Financial Analysis, Loan Origination, Loans, Marketing, Microsoft Excel, Mortgage Banking, Mortgage Lending, Strategic Planning
Education
The University of Montana 1997 — 2001
Bachelor of Arts (BA), Business/Corporate Communications
Victoria University of Wellington 2000 — 2000
Pacific Area/Pacific Rim Studies
J.Hilburn July 2013 - Present
Corkscrew Wine Events October 2014 - Present
Bustamante Gill January 2014 - Present
Pylantis September 2011 - March 2013
First Citizens Bank February 2010 - November 2010
First Regional Bank March 2006 - January 2010
Santa Monica Acura 2005 - 2005
Skills
New Business Development, Sales, Relationship Management, Men's Style, Image Consulting, Fashion, Fit, Salesforce Training, Textiles, Retail, Apparel, Brand Management, Strategy, Brand Development, Customer Service, Marketing Strategy, Marketing, Social Media Marketing, Management, Social Media, Leadership, Public Relations, Consulting
Education
University of California, Los Angeles 2000 — 2004
Bachelor of Arts (BA), Art History
First Citizens Bank November 2012 - Present
First Citizens Bank April 2012 - November 2012
JPMorgan Chase October 2007 - April 2012
Skills
Loans, Banking, Credit, Consumer Lending, Retail Banking, Credit Analysis, Commercial Banking, Small Business Lending
Education
University of Central Oklahoma 1996 — 2000
Zutech Media /AutoTxtQpon/Automated Mktg April 2011 - Present
Adpro Results December 2012 - February 2015
First Citizens Bank August 2011 - April 2012
H&R Block December 2008 - April 2011
J.P. Morgan February 1988 - July 1998
CBOE June 1986 - June 1988
Skills
Accounts Payable, Accounts Receivable, Financial Analysis, Inventory Management, Analysis, Tax Preparation, Microsoft Office, Business Analysis, QuickBooks, Accounting, 10 Key, Strategic Planning, Sales, Leadership, Management, Strategy, Account Management, Business Planning, Business Development, Team Building, Business Process, CRM, Customer Acquisition, Marketing, Budgets, Process Improvement, Marketing Strategy, Advertising Sales, Creative Strategy, Marketing Communications, Creative Writing, Advertising, Creative Direction, Sales Management, Retail, New Business Development, Market Planning, Finance, Time Management, Team Leadership, Training, Customer Service, Online Marketing, Social Media Marketing, Social Media, Social Networking, Public Speaking, Brand Development, Negotiation, Event Planning
Education
University of Illinois at Chicago
Bachelor's degree, Finance, General
F& M Bank May 2012 - Present
First United Bank October 2011 - May 2012
First Citizens Bank January 2008 - August 2011
Skills
Loans, Credit, Commercial Banking, Banking, Commercial Lending
Education
University of Central Oklahoma 1984 — 1986
Bachelor of Science, Business Administration
Oklahoma State University 1980 — 1983
Regions Financial Corporation August 2014 - Present
Rotary Club of North Mecklenburg January 2013 - Present
Action Alliance Chapter of BNI October 2013 - August 2014
First Citizens Bank November 2010 - August 2014
Action Alliance Chapter of BNI October 2012 - October 2013
Action Alliance Chapter of BNI October 2011 - October 2012
First Citizens Bank October 2010 - October 2011
Bank of America October 2009 - October 2010
Sovereign Bank February 2007 - October 2009
Eastern Bank February 2004 - January 2007
Skills
Commercial Lending, Consumer Lending, Loans, Small Business Lending, Mortgage Lending, Loan Origination, Commercial Banking, Sales Management, Salesforce.com, Sales Presentations, Relationship Management, Budget Setting, Budget Forecasts, Microsoft Excel, Microsoft Word, Employee Training, Employee Management, Business Analysis, Small Business..., Banking, Mortgage Banking, Lines Of Credit, Credit Analysis, Commercial Mortgages, Underwriting, Cash Management, Risk Management, Treasury Services, Leadership, Real Estate, Strategic Financial..., Small Business, Debt Consolidation, Credit Risk, Finance, Retail Banking, Residential Mortgages, FHA, Refinance, USDA, Construction Loans, VA loans, Home Equity Loans, FHA financing, Credit, Branch Management, Home Equity Lines of..., Mortgage Underwriting, Deposits, Certified Mortgage...
Education
University of Hartford
LSP LLC February 2014 - Present
Churchill Mortgage May 2009 - February 2014
First Citizens Bank November 2007 - May 2009
Dominion First Mortgage Corp January 1997 - August 2007
Skills
Mortgage Lending, Refinance, Residential Mortgages, Loan Origination, USDA, FHA, Loans, Mortgage Banking
Education
University of Maryland University College 1991 — 1993
First Citizens Bank April 2013 - Present
TrustAtlantic Bank November 2008 - April 2013
Private Bank of Buckhead October 2006 - October 2008
Education
University of Georgia - Terry College of Business 1998 — 2002
BBA, Marketing
First Citizens Bank June 2011 - Present
BB&T 2003 - 2011
Skills
Banking, Customer Service, Risk Management, Microsoft Office, Financial Analysis, Credit, Microsoft Excel, Loans, Business Analysis, Project Management, Retail Banking, Management, Strategic Planning, Change Management, Portfolio Management, Microsoft Word, Business Strategy, Credit Risk, Commercial Banking, PowerPoint, Networking, New Business Development
Education
University of Maryland College Park 2005 — 2008
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
First Citizens Bank 2006 - Present
Lincoln Chamber of Commerce January 2006 - August 2006
Skills
Banking, Leadership, Commercial Lending, Consumer Lending, Retail Banking, Loan Origination, Relationship Management, Sales, Credit Risk, Management, Team Building, New Business Development, Team Leadership, Mortgage Banking
Education
University of Nebraska-Lincoln 2001 — 2006
B.S., Business Admin / Marketing
First Citizens Bank January 2006 - Present
Skills
Commercial Banking, Small Business Lending, Business Relationship..., Commercial Mortgages, Loans, Commercial Lending, Banking, Consumer Lending, Treasury Management, Asset Based Lending, Lines Of Credit, Credit, Mortgage Lending, Credit Analysis, Loan Origination, Portfolio Management
Education
University of Massachusetts Boston 1978 — 1981
Cardinal Career Resources February 2010 - Present
CTL Thompson April 2004 - December 2007
Robert Half International June 2003 - March 2004
First Citizens Bank March 2001 - June 2003
First Citizens Bank June 2000 - March 2001
Skills
Editing, Talent Management, Recruiting, Human Resources, Management, Employee Relations, Performance Management, Organizational..., Training, Coaching, Employee Benefits
Education
University of Denver 2005 — 2008
M.P.S., Human Resource Administration
Virginia Polytechnic Institute and State University 1996 — 2000
B.S., Resource Management: Housing, Interior Design and Financial Management
First Citizens Bank March 2013 - Present
Brookfield Asset Management September 2011 - March 2013
Brookfield Asset Management November 2009 - September 2011
Infusion Development March 2009 - November 2009
Pfizer March 2007 - October 2008
Pfizer February 2006 - March 2007
Pfizer July 2004 - February 2006
Pfizer February 2002 - July 2004
Pfizer August 1998 - February 2002
Skills
Project Management, Program Management, Project Portfolio..., Business Analysis, Six Sigma, Process Improvement, Communication Skills, Team Leadership, Vendor Management Skills, Project Planning, Risk Management, Business Process..., Management, Vendor Management, Cross-functional Team..., Business Process, Analysis, SharePoint, Change Management, Testing, Software Development, IT Strategy, PMO, IT Management, Requirements Analysis, Enterprise Software, Software Project..., Data Warehousing, Integration, ITIL, Business Intelligence
Education
Washington University in St. Louis - Olin Business School 2000 — 2003
MBA, Business Administration
University of Arkansas at Fayetteville 1995 — 1998
BS, Computer Science
Cisco November 2014 - Present
Predictive Analytics World 2015 - 2015
Predictive Analytics World 2015 - 2015
Cisco January 2010 - October 2014
Cisco February 2008 - December 2009
Cisco June 2006 - January 2008
First Citizens Bank January 2002 - May 2006
Interface Technologies, Inc January 2001 - October 2001
University of Florida March 2000 - January 2001
Skills
Business Architecture, Operations Management, Strategic Planning, Drools, Pentaho, Business Intelligence, Simulations, Agile Methodologies, Process Optimization, Data Warehousing, Data Analysis, R, MySQL, Statistical Tools, Business Strategy, PHP, jQuery, IT Solutions, Java, Consulting, Critical Thinking, Visionary Thinking, Workforce Planning, Rules Engines, Integration, Cloud Computing
Education
UW Professional & Continuing Education 2014 — 2014
Certificate, Data Science
University of Florida 1999 — 2000
Master's degree, Decision and Information Sciences
University of Florida 1989 — 1993
Bachelor of Science (BS), Finance, General
First Citizens Bank January 2014 - Present
First Citizens Bank January 2001 - Present
First Citizens Bank January 1998 - December 2000
First Citizens Bank 1997 - 2000
First Citizens Bank July 1997 - January 1999
Triangle Bank 1995 - 1997
Security Captial 1992 - 1995
Security Captial Bank 1992 - 1995
Omni Bank 1992 - 1995
Skills
Banking, Credit, Retail Banking, Financial Services, Strategic Planning, Collaborative Problem..., Business Banking, Loans, Commercial Banking, Mergers, Relationship Management, Portfolio Management, Financial Analysis, Cash Management, Small Business Lending, Leadership, Underwriting, Risk Management, Strategic Financial..., Credit Analysis, Financial Risk, Mergers & Acquisitions, Credit Risk, Consumer Lending, Financial Modeling, Commercial Lending, Investments, Vendor Management, Asset Managment, Wealth Management, Insurance, Business Analysis, Sales, Treasury Management, Asset Management, Credit Cards, Executive Management, Treasury Services, Loan Origination, Finance, Lines Of Credit, ACH, Payments, Deposits, Internet Banking, Enterprise Risk..., Merchant Services, Remote Deposit Capture, Commercial Mortgages
Education
University of Maine 1979 — 1982
History/Education
UTi Integrated Logistics October 2014 - Present
Howden North America Inc./Robert Half Accountemps August 2013 - September 2014
TD July 2012 - July 2013
Palmetto GBA March 2012 - July 2012
First Citizens Bank November 2011 - March 2012
Netbank, Inc. September 2002 - June 2005
Washington Mutual Home Loans, Inc January 1991 - January 2002
Skills
Complex Financial..., FAS 133 Regression..., Financial Modeling, Financial Forecasting, Accounting Month-end..., MS Access, VBA, QRM, Word, SQL, Hyperion, Power Point..., Mortgage Servicing..., Fair Value Accounting, Interest Rate Hedging, Financial Risk..., Data Analysis, MS Excel Pivot Tables, Vlookup, Sensitivity Analysis, Scenario Analysis, Variance Analysis, Interest Rate..., Account Reconciliation, Financial Accounting, Financial Reporting, Hyperion Reports, Hedge Accounting, PowerPoint, Hyperion Enterprise, Financial Analysis, Forecasting, Microsoft Word, Access, Risk Management
Education
University of South Carolina - The Moore School of Business 2002 — 2005
MBA, Business, 3.94
University of Florida
BSBA, Finance
The Carolinas Financial Network November 2011 - Present
Lincoln Financial Securities, member SIPC November 2011 - Present
Kelaca August 2013 - October 2014
AXA Advisors May 2007 - November 2011
SunTrust 2003 - 2007
AXA Advisors 2002 - 2003
First Citizens Bank 1990 - 2002
First Union National Bank 1988 - 1990
Skills
Sales, Recruiting, Business Development, Retirement Planning, Building Relationships, Entrepreneurship, Life Insurance, Disability Insurance, Team Building, Start-ups, Long-term Care, Financial Planning, Financial Services, Nonprofits, Connecting People, Professional Networking, Strategic Partnerships, Employee Benefits, Relationship Building, Board of Director..., Chambers of Commerce, Concierge Introductions, Estate Planning
Education
Woodrow Wilson College of Law 1977 — 1980
Juris Doctorate, Law
University of Cincinnati 1973 — 1977
Bachelor of Science (B.S.), Urban Affairs
First Citizens Bank June 2013 - Present
First Citizens Bank August 2007 - June 2013
First Citizens Bank July 1995 - August 2007
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Credit, Banking, Construction Loans, Portfolio Management, Merchant Services, Loans, Lines Of Credit, Underwriting, Loan Origination, Credit Risk, Consumer Lending, Credit Analysis, Mortgage Lending, Mortgage Banking, Retail Banking, Refinance, Cash Management, Commercial Mortgages, Cross Selling, Financial Analysis
Education
University of North Carolina at Asheville
Business and Finance
Broadridge Financial Solutions January 2013 - Present
First Citizens Bank February 2011 - July 2012
United Western Bank May 2010 - January 2011
United Western Bank August 2003 - May 2010
Fortner, Bayens, Levkulich and Garrison, P.C. October 2001 - August 2003
Colorado State Bank and Trust May 1999 - September 2001
Skills
SEC Financial Reporting, Regulatory Reporting, Financial Analysis, SEC filings, Banking, Risk Management, Finance, Accounting, Sarbanes-Oxley Act, Cash Management, Internal Controls, Budget, Month End Close, Financial Reporting, Board of Directors..., Investment Accounting, System Integrations, Microsoft..., Series 27
Education
University of Colorado at Denver 1993 — 2001
Bachelor of Business Administration (BBA), Accounting
American Banking Institute
Mountain State Employers Council
Clarity Management Group, Inc. 2000 - 2004
First Citizens Bank 1996 - 1998
Accenture 1990 - 1996
Skills
Management Consulting, IT Project Management, Network Architecture, Resource Management, Budget Management, Project Management, Budgets, Business Development, Management, Banking, Networking, Business Analysis, Team Leadership
Education
University of Colorado Boulder 1989 — 1991
MS, Telecommunications
University of North Carolina at Chapel Hill 1984 — 1988
BA, Political Science
First Citizens Bank April 2015 - Present
Orasi Software September 2009 - April 2015
A2Z May 2008 - May 2009
Skills
VBScript, QTP, QC, Service Test, ALM, SoapUI, Test Planning, Quality Control, LoadRunner, Performance Testing, Quality Center, SDLC, Requirements Analysis, Quality Assurance, Web Services, System Testing, Test Automation, Testing, Regression Testing, Test Cases, Software Quality..., Waterfall, Agile Testing, HP Quality Center, HP QTP
Education
University of Maryland Baltimore County 2005 — 2009
BS, Information Systems
First Citizens Bank October 2004 - Present
RBC Bank September 1999 - September 2004
BB&T November 1989 - May 1998
Skills
Microsoft Excel, Windows, PowerPoint, Teaching, Outlook, Microsoft Office, Microsoft Word, English, Research, Customer Service, Budgets, Photoshop, HTML, Public Speaking, Editing, Banking, Leadership, Risk Management, Strategic Planning, Relationship Management, Portfolio Management, Sales, Commercial Banking
Education
University of North Carolina at Chapel Hill 1987 — 1989
NA, NC School of Banking
University of Mount Olive 1982 — 1986
Bachelor of Science (BSc), Business Administration and Management, General
Brand Banking Company January 2012 - Present
Brand Banking Company January 2009 - January 2012
Appalachian Community Bank January 2008 - November 2008
Appalachian Community Bank June 2005 - January 2008
Appalachian Community Bank May 2002 - June 2005
BB&T November 2001 - May 2002
Century South Banks September 1996 - November 2001
First Citizens Bank June 1992 - September 1996
North Carolina National Bank April 1989 - June 1992
North Carolina National Bank January 1986 - April 1989
Skills
Banking, Commercial Lending, Risk Management, Credit, Loans, Commercial Banking, Portfolio Management, Financial Risk, Underwriting, Commercial Mortgages, Credit Analysis, Executive Management, Financial Analysis, Small Business Lending
Education
University of Kentucky 1977 — 1981
Bachelor's Degree, Accounting
Vectra Bank Colorado October 2014 - Present
Vectra Bank Colorado July 2011 - September 2014
First Citizens Bank June 2008 - July 2011
Key Equipment Finance September 2007 - June 2008
BBVA Compass June 2005 - September 2007
Skills
Banking, Loans
Education
University of Nebraska-Lincoln 2000 — 2005
Bachelor of Arts, French
MedAssets June 2015 - Present
Bankrate, Inc. June 2014 - June 2015
International Studies Abroad (ISA) February 2014 - May 2014
McKesson January 2014 - February 2014
First Citizens Bank 2009 - 2013
J.Crew 2010 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Access, Outlook, Data Entry, Leadership, Sales
Education
University of North Carolina at Asheville
Bachelor of Science (BS), Business Administration and Management
Stratford Hall June 2012 - Present
NPR May 2010 - June 2012
National Trust for Historic Preservation June 2005 - May 2010
Preservation Virginia September 2000 - May 2005
Historic Richmond Foundation August 1998 - July 2000
Roper St. Francis Healthcare May 1993 - June 1997
First Citizens Bank January 1988 - January 1990
Skills
Fundraising, Non-profit Development, Stewardship, Annual Giving, Planned Giving, Board Development, Volunteer Management, Grant Writing, Non-profits, Grants, Proposal Writing, Program Development, Public Speaking, Marketing, Community Outreach, Nonprofits, Philanthropy, Program Management, Prospect Research
Education
University of Mississippi 1984 — 1988
Bachelor of Business Administration, Marketing
First Tennessee Bank March 2014 - Present
TD 2013 - 2014
First Citizens Bank 2005 - 2012
SunTrust Bank 1987 - 2005
Skills
Wealth Management, Commercial Lending, Executive Level Leader, Effective Communicator, Driver of..., Relationship and..., Builder of Large..., Investment Management, Insurance, Private Banking, Strategic Financial..., Treasury Management, Asset Managment, Portfolio Management, Asset Management, Asset Allocation, Pensions, Commercial Banking, Investments, Series 63, Wealth
Education
University of Illinois at Urbana-Champaign 1977 — 1981
BS
Self-employed May 2011 - Present
Henderson County Public Schools October 2008 - Present
First Citizens Bank September 1987 - June 1998
Law Offices of James E. Creekman March 1985 - September 1987
Skills
Curriculum Design, Curriculum Development, Educational Technology, Classroom, Lesson Planning, Tutoring, Teaching, Elementary Education, Classroom Management, Differentiated..., Smartboard
Education
University of Florida 1978 — 1981
Bachelor of Science, Education
Lake Sumter Community College 1976 — 1978
Associate of Arts degree
First Citizens Bank June 2008 - Present
Skills
Loans, Small Business Lending, Credit, Banking, Retail Banking, Consumer Lending, Relationship Management, Lines Of Credit, Loan Origination
Education
University of Delaware - Lerner College of Business and Economics 1998 — 2002
Bachelor of Science (B.S.), Marketing and Management
L H Insurance Solutions June 2013 - Present
First Citizens Bank October 2009 - June 2013
Wachovia, A Wells Fargo Company September 2008 - September 2009
First National Bank of Olathe December 2006 - January 2008
Bank of the West April 2002 - 2006
Allstate Insurance March 2000 - April 2002
Skills
Building Long Lasting..., Business Development, Goal Oriented, Loans, Banking, Commercial Banking, Retail Banking, Customer Service, Cash Management, Sales Management, Small Business, Sales, Finance, Management, New Business Development, Coaching, Financial Analysis, Commercial Lending, Accounting, Team Building, Strategic Planning, Analysis, Investments, Mortgage Lending, Entrepreneurship, Marketing, Insurance, Budgets, Leadership, Credit, Team Leadership, Consumer Lending, Small Business Lending, Treasury Management, Commercial Mortgages, Real Estate, Lines Of Credit, Customer Retention, Relationship Management, Risk Management, Loan Origination, Portfolio Management, Credit Analysis, Strategic Financial..., Underwriting, Cash Flow, Mortgage Banking, Networking, Executive Management, Training
Education
University of Nebraska at Kearney 1985 — 1990
Bachelor of Business Administration (B.B.A.), Marketing
South Miami Sr. High School
Diploma, General Studies
Carolina Farm Credit June 2005 - Present
First Citizens Bank October 2005 - May 2006
Skills
Loans, Mortgage Lending, Credit, Credit Analysis, Refinance, Banking, FHA, Commercial Banking, Real Estate Lending, Portfolio Management, Construction Loans, Residential Mortgages, Government Loans, USDA, NMLS Licensed, Real Estate, Loan Origination, Mortgage Banking, Leadership, VA loans, Underwriting, Investment Properties
Education
University of North Carolina at Asheville 1999 — 2004
Bachelors, Environmental Studies
Founders Insurance Group, LLC September 2012 - Present
AllCheck Screening Services, Inc September 2012 - Present
First Citizens Bank April 2012 - September 2012
First Citizens Bank (formerly IronStone Bank) October 2010 - April 2012
IronStone Bank July 2007 - October 2010
IronStone Bank November 2004 - June 2007
IronStone Bank March 2004 - October 2004
Skills
Commercial Lending, Finance, Small Business Lending, Cash Flow, Lines Of Credit, Commercial Banking, Credit Analysis, Commercial Mortgages, Loans, Credit, Construction Loans, Underwriting, Banking, Credit Risk, Portfolio Management, SBA, Financial Analysis, Insurance, Relationship Management, Risk Management, Small Business, Financial Services, Loan Origination, Treasury Management, Commercial Real Estate, Analysis, Bookkeeping, Insurance Agency..., Property & Casualty..., QuickBooks, Asset Based Lending, Cross Selling, Refinance, Financial Risk, Real Estate Financing, Commercial Insurance, Deposits, Credit Cards, Private Banking, Due Diligence, Corporate Finance
Education
University of Georgia - Terry College of Business 1998 — 2001
International Business, Finance
Western Carolina University 1997 — 1998
Tysons Regional Chamber of Commerce January 2015 - Present
First Citizens Bank April 2010 - Present
Tysons Regional Chamber of Commerce December 2013 - Present
Tysons Regional Chamber of Commerce January 2013 - Present
M&T Bank September 2002 - March 2010
Provident Bank September 2002 - May 2009
Skills
Loans, Credit, Small Business Lending, Banking, Customer Service, Sales Management, Customer Relations, Coaching, Business Consulting, Commercial Mortgages, Mortgage Lending, Private Banking, Business Networking, Fundraising, Management Consulting, Commercial Lending, Residential Mortgages, Mortgage Banking, Leadership, FHA, Small Business, Refinance, Portfolio Management, Finance, Insurance, Underwriting, Commercial Banking, Loan Origination, Credit Analysis, Consumer Lending, Lines Of Credit, Cash Management, Branch Banking, Deposits, Relationship Management, Cross Selling, Branch Management, Financial Services, Credit Risk, Asset Based Lending, Retail Banking, Investments, Credit Cards, Treasury Management, Risk Management, Start-ups, Strategic Financial..., Merchant Services, Financial Analysis, Wealth Management
Education
University of Maryland College Park
Music
Kabbage, Inc 2014 - Present
First Citizens Bank September 2012 - 2014
Quantum National Bank December 2007 - September 2012
First Horizon National Corporation March 2006 - December 2007
Neighborhood Community Bank February 2004 - March 2006
Athens First Bank & Trust February 2002 - February 2004
Skills
Loans, Underwriting, Commercial Banking, Banking, Credit
Education
University of West Georgia 2004 — 2007
MBA, General Business
University of Mississippi 1997 — 2001
BBA, Managerial Finance
Luna Vista Jewelery and Gifts April 2015 - Present
First Citizens Bank August 2011 - April 2015
First Citizens Bank March 2010 - August 2011
Warrenton Jewelers September 2008 - February 2010
Felton Jewelers September 2003 - May 2008
Skills
Small Business Lending, Loans, Lines Of Credit, Mortgage Lending, Credit, Consumer Lending, Banking, Loan Origination, Merchant Services, Remote Deposit Capture, Refinance, Credit Analysis, Cash Management, Branch Management, Finance, Small Business, Financial Services, Leadership, Marketing, Sales, Portfolio Management, Commercial Lending, Retail Banking, Management, Mortgage Banking, Underwriting, Commercial Banking, Residential Mortgages, Real Estate, Construction Loans, FHA, Investments, Commercial Mortgages
Education
University of Maryland University College 2012 — 2014
Master of Business Administration (M.B.A.), Business, Finance
University of Phoenix 2006 — 2011
Bachelors, Business, Concentration in Accounting
University of Phoenix/Axia 2006 — 2010
Associates, Business, Concentration in Finance
Lord Fairfax CC 2003 — 2005
Biology
Partners Square Consulting, LLC August 2015 - Present
Nabell Winslow Investments & Wealth Management September 2013 - Present
First Citizens Bank August 2001 - September 2013
GE Financial June 1997 - August 2001
Jefferson Pilot Financial February 1996 - June 1997
Skills
Retirement Planning, Wealth Management, Estate Planning, Wealth Management..., Asset Management, Investment Strategies, Alternative Investments, Investment Advisory, Wealth, Financial Services, Asset Allocation, Financial Planners, Investment Management, Advanced Financial..., Life Insurance, Trusts, Insurance, High Net Worth..., Portfolio Management, Strategic Financial..., Bonds, Equities, Personal Financial..., Investments, Business Sucession..., tax planning, Retirement Income..., Relationship Management, Personal Finance, Fixed Income, Stocks, Long Term Care Insurance, Disability Insurance, ETFs, Retirement Plan..., Wealth Accumulation, Pensions, Capital Markets, Term Life Insurance, Variable Annuities, Investment Advisory..., Estate Tax Planning, Inheritance Tax Planning, Succession Planning, Exit Strategies, Qualified Retirement..., Financial Planning, Business Continuity..., 401k Rollovers, Financial Advisory
Education
University of Mount Olive 1994 — 1997
Bachelor of Science (B.S.), Business Administration
First Citizens Bank August 2011 - Present
Young Living Essential Oils October 2012 - Present
First Fidelity Bank November 2008 - August 2011
Bank of the West 2002 - 2008
US Bank 1997 - 2002
Skills
Customer Service, Banking, Loans, Risk Management, Financial Analysis, Credit, Leadership, Finance, Operations Management, Training, Consumer Lending, Commercial Banking, Retail Banking, Management
Education
University of Central Oklahoma 2002 — 2006
Business Administration, Finance and Accounting
Kickapoo High School 1992 — 1996
High School Diploma, General Education
RentalSource May 2014 - Present
OpinionLab June 2013 - April 2014
Fidelity Investments July 2012 - May 2013
First Citizens Bank July 2007 - June 2012
BCBSNC March 2005 - July 2007
CGS January 2003 - March 2004
Valtech February 2002 - May 2002
digitalESP August 2000 - February 2002
Skills
Web Development, Web Design, Web Strategy, Web Marketing, User Experience, Google Analytics, Linux, Apache, MySQL, PHP, LAMP, HTML 5, CSS, jQuery, JavaScript, Perl, XML, Subversion, SSH, Photoshop, Adobe Fireworks, Putty, FTP, TextPad, Wordpress, TeamSite, SharePoint, Email Marketing, SEM, SEO, Web Analytics, Web Content Management, Web 2.0, Intranet, Intranet Strategy, Mac OS X, Windows, Microsoft Word, Microsoft Excel, Agile Methodologies, Debugging, GUI, Leadership, E-commerce, Mobile Devices, Usability, OS X, Online Marketing, Management
Education
ATS Technical Institute
Java Specialist Program, Computer Programming
University of New Brunswick
Bachelor of Arts
First Citizens Bank May 2010 - Present
First South Bank August 2007 - May 2010
Skills
Finance, Banking, Retail Banking, Consumer Lending, Small Business Lending, Loans, Managerial Skills, Team Leadership, Financial Services, Agricultural Economics, Agriculture Lending, Sales, Business Planning, Sales Prospecting, Community Outreach, Community Economic..., Community Development, Risk Management, Credit, Customer Service, Financial Analysis, Lines Of Credit, Relationship Management, Loan Origination, Leadership, Small Business, Team Building, Underwriting, Marketing, Cross Selling, Management
Education
University of Mount Olive 2007 — 2009
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
First Citizens Bank March 2010 - Present
Skills
Customer Service, Leadership, Credit, Team Building, Financial Analysis, Insurance, Analysis, Banking, Budgets, Business Analysis, Business Development, Loans, Management, Marketing, Microsoft Excel, Microsoft Word, Mortgage Lending, Process Improvement, Real Estate, Sales, Small Business, Strategic Planning, Training, Finance
Education
University of Central Florida 1994 — 1997
Business Administration and Management, General
VERO BEACH SR HIGH SCHOOL 1990 — 1994
General Motors October 2014 - Present
TSYS April 2014 - October 2014
TSYS September 2013 - April 2014
Macy's June 2010 - January 2012
Fidelity National Information Services December 2009 - June 2010
First Citizens Bank August 2008 - January 2009
TSYS February 2003 - August 2007
TSYS December 2000 - August 2007
Skills
User Acceptance Testing, Testing, Test Planning, Quality Assurance, Regression Testing, Quality Center, Requirements Analysis, System Testing, Test Automation, SharePoint, Test Cases, Manual Testing, Integration, Oracle, Microsoft SQL Server
Education
QAI Global Institute 2003 — 2003
CSTE, Quality Assurance Testing
University of Maryland Eastern Shore 1988 — 1992
B.S., Business Administration
PNC March 2013 - Present
First Citizens Bank June 2012 - January 2013
M&T Bank December 2011 - May 2012
First Citizens Bank August 2008 - November 2011
BB&T February 2005 - January 2008
Skills
Credit, Loans, Banking, Retail Banking, Commercial Banking, Finance, Sales, Small Business Lending, Commercial Lending, Financial Analysis, Business Development, Financial Services, Consumer Lending, Lines Of Credit, Deposits, Customer Service, Credit Analysis, Lead Generation, Underwriting, Commercial Mortgages, Loan Origination, Relationship Management, Credit Risk, Cold Calling, Customer Satisfaction, New Business Development, Business Planning, SBA, Treasury Management, Merchant Services, Construction Loans, Small Business, Real Estate Financing, Management, Cash Management, Government Contracting, Government Procurement, Working Capital...
Education
Colorado Technical University 2006 — 2009
Bachelor of Business Administration (BBA), Finance, General
University of Houston 2003 — 2005
Charlottesville High School 2000 — 2002
Advance Studies, Higher Education/Higher Education Administration
First Citizens Bank February 2015 - Present
U.S. Small Business Administration August 2011 - February 2015
Raging Waters February 2009 - April 2011
BCV Architects June 2007 - December 2008
LPAS Architecture and Design June 2004 - August 2006
Skills
Microsoft Office, Architectural Design, Customer Service, Photoshop, Design Research, Project Management, Public Speaking, Sales, Submittals
Education
University of California, Berkeley 2003 — 2007
BA, Architecture
West Campus 1999 — 2003
{SAW} Software Mill June 2015 - Present
Matthew Alverson Photography January 2014 - Present
MWW™ Manual Woodworkers & Weavers, Inc. February 2015 - May 2015
First Citizens Bank June 2013 - November 2014
First Citizens Bank October 2003 - November 2014
First Citizens Bank 2002 - 2003
First Citizens Bank 1999 - 2001
First Citizens Bank 1995 - 1998
Skills
Leadership, Process Improvement, Vendor Management, Training, Mortgage Lending, Credit, Loans, Banking, Mortgage Banking, Refinance, Loan Origination, Strategic Planning, Business Analysis, FHA, Real Estate, Residential Mortgages, Budgeting, VB.NET, ASP.NET, Microsoft SQL Server, PL/SQL, T-SQL, Oracle SQL Developer, Oracle, Database Administration, CSS
Education
University of North Carolina at Asheville 1991 — 1995
Bachelor's Degree, Economics
First Citizens Bank August 2011 - Present
Apartments Downtown January 2009 - June 2011
Skills
Credit, Banking, Loans, Consumer Lending, Retail Banking, Credit Analysis, Lines Of Credit, Conflict Resolution, Customer Support, Customer Satisfaction, Commercial Banking, Small Business Lending, Commercial Lending, Public Speaking, Sales
Education
University of Iowa 2002 — 2008
Bachelor of Arts (B.A.), Economics
Atlantic Bay Mortgage Group February 2014 - Present
Bank of America Home Loans March 2011 - February 2014
First Citizens Bank April 2001 - January 2011
OnTrack Financial Education and Counseling 2006 - 2011
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Refinance, FHA
Education
University of North Alabama 1977 — 1980
BS, Accounting and Music
UBS Wealth Management June 2014 - Present
Wells Fargo October 2012 - May 2014
First Citizens Bank April 2006 - September 2012
Education
University of Colorado at Colorado Springs 1998 — 2000
University of Colorado at Boulder 1995 — 1998
Northern Trust July 2012 - Present
First Citizens Bank July 2011 - July 2012
BBVA Compass September 2009 - July 2011
Wells Fargo Bank March 2008 - September 2009
M&I Bank January 2004 - March 2008
Northern Trust June 2000 - January 2004
Skills
Finance, Loans, Investments, Banking, Commercial Lending, Mergers & Acquisitions, Mortgage Lending, Real Estate, Leadership, Credit, Credit Analysis, Financial Analysis, Commercial Banking, Mergers, Portfolio Management, Small Business Lending, Risk Management, Working Capital..., Underwriting, Strategic Planning, Loan Origination
Education
University of Arizona 1996 — 2000
BSBA, Finance
MMG Insurance Company February 2003 - Present
MMG Insurance January 2006 - May 2007
MMG Insurance February 2003 - January 2006
First Citizens Bank March 1995 - February 2003
Skills
Property & Casualty..., Commercial Insurance, Underwriting, Commercial Lines, Insurance, Casualty, Claim, Liability, Umbrella Insurance, Professional Liability, General Insurance, Inland Marine, Workers Compensation, Liability Analysis, Legal Liability, Casualty Insurance
Education
University of Maine 1988 — 1992
BS, Business
Central Aroostook High School 1985 — 1988
New England School of Banking
RTI International November 2012 - Present
RTI International December 2011 - October 2012
Progress Energy October 2009 - December 2011
Progress Energy October 2008 - October 2009
ArcLight Energy Marketing October 2007 - October 2008
Progress Energy June 2002 - September 2007
Progress Energy April 2002 - June 2002
Compuware March 2001 - April 2002
Decision Consultants June 1999 - March 2001
First Citizens Bank June 1998 - June 1999
Skills
Outlook, SharePoint, Benefits Administration, Microsoft Excel, Employee Relations, Human Resources, Microsoft Office, PowerPoint, Recruiting, Administrative...
Education
Mount Olive College 1994 — 1998
BS, Business Management
RTI International June 2006 - Present
First Citizens Bank November 2006 - April 2007
STG, Inc March 2003 - June 2006
NCI Information Systems April 2001 - March 2003
Patton Boggs LLP April 2000 - February 2001
Sears, Roebuck and Co. June 1999 - April 2000
Skills
Deferred Compensation, Performance Management, Employee Engagement, Onboarding, Talent Acquisition, Human Resources, Personnel Management, Employee Relations, Organizational..., HRIS, Succession Planning, Management, Benefits Administration, College Recruiting, Interviews, Training, New Hire Orientations, Compensation & Benefit, Program Management, Employee Benefits, Policy, Change Management, Job Evaluation, Compensation & Benefits, Leadership, Organizational Design, ADP Payroll
Education
University of Maryland College Park
Bachelor of Science, Human Resource Management
First Citizens Bank June 2013 - Present
wells fargo June 2012 - June 2013
Skills
Loans, Credit, Commercial Lending, Banking, Credit Analysis, Marketing, Leadership, Lines Of Credit, Sales, Small Business Lending, SaaS, Commercial Banking, Consumer Lending, Refinance, Mortgage Lending
Education
University of Minnesota-Twin Cities
Psychology
Turin Trade, Inc February 2012 - Present
Turin Trade, Inc. December 2010 - Present
First Citizens Bank August 2010 - February 2012
Skills
Finance, Loans, Commercial Mortgages, Banking, SBA, Commercial Banking, Credit Analysis, Mortgage Lending, Financial Analysis, Credit Risk, Small Business Lending, Commercial Lending, Relationship Management, Commercial Real Estate, Financial Modeling, SBA 504, Due Diligence, Business Development, Loan Origination, Construction Loans, Business Planning, Lines Of Credit, Refinance, Credit, Asset Based Lending, Mortgage Banking, Cash Flow Lending, Financial Structuring, Real Estate Financing, Commercial Finance, Cross Selling, Residential Mortgages, Strategic Financial..., Real Estate, Credit Cards, Consumer Lending, Investments, Portfolio Management, Real Estate Economics, Underwriting, Financial Services
Education
University of California, Los Angeles 1985 — 1990
BA, Psychology & Business Admin
Notre Dame High School 1981 — 1985
HS DIPLOMA, 9-12
First Citizens Bank January 2015 - Present
RBC Bank September 2013 - January 2015
RBC Bank February 2012 - September 2013
RBC Bank December 2010 - January 2012
Mizzou Investment Fund June 2010 - July 2010
University of Missouri October 2008 - May 2010
BAE Systems May 2009 - August 2009
University of Missouri January 2008 - July 2008
Skills
Finance, Valuation, Portfolio Management, Investments, Banking, Forecasting, Leadership, Management, Accounting, Budgets, Bloomberg, Economics, Microsoft Excel, VBA, Customer Service, Quantitative Analytics, Start-ups, ALM, Treasury
Education
University of Missouri-Columbia 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
University of Missouri-Columbia, College of Business 2006 — 2010
Business, Finance and Banking
Imperial PFS December 2012 - Present
First Citizens Bank May 2008 - June 2011
First Citizens Bank October 2006 - May 2008
Wells Fargo December 2001 - October 2006
Skills
Finance, Sales, Lines Of Credit, Management, Branch Management, Life Insurance, Insurance, Risk Management, Relationship Management, Banking, Health Insurance, Leadership, Team Building, Process Improvement, Government Loans, Loans, Financial Services, Microsoft Office, Investment Banking, Credit Analysis, Commercial Banking, Small Business Lending, Training, Investments, Customer Engagement, Cpr Certified, Sales Management..., Bankruptcy, Repossessions, Private Clients, Private Client, Private Client Services, conventional mortgage..., certified nursing..., training and..., Fraud Investigations, Fraud Prevention, Testers
Education
University of Mount Olive 2003 — 2006
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations, 3.4
First Citizens Bank 2014 - Present
Wells Fargo 2008 - 2009
Education
University of Houston
Finance
HomeTrust Bank September 2012 - Present
HomeTrust Bank March 2011 - September 2012
First Citizens Bank October 2009 - March 2011
First Citizens Bank January 2008 - October 2009
First Citizens Bank May 2003 - November 2007
Skills
Risk Management, Credit
Education
University of North Carolina at Asheville
Bachelor of Arts
Coldwell Banker Howard Perry & Walston June 1993 - Present
Millbrook High School JROTC September 2009 - June 2011
First Citizens Bank June 1978 - June 1986
Skills
Real Estate, Sellers, First Time Home Buyers, New Home Sales, Residential Homes, Negotiation, Single Family Homes, Buyer Representation, Relocation, Referrals, REO, Short Sales, Investment Properties, Investors, Townhomes, Move Up Buyers, Foreclosures, Listings, Buyers, SFR, ABR, Sales
Education
University of Central Arkansas 1970 — 1974
B.S., Math
Clary Coastal LLC affiliated with Coldwell Banker Sea Coast Advantage 2011 - Present
Brunswick Inn Bed & Breakfast 1997 - Present
Three Rivers Realty NC November 2005 - November 2011
First Citizens Bank 1994 - 1996
Skills
Sellers, Short Sales, Real Estate, Buyers, Condos, Foreclosures, Real Property, ABR, Single Family Homes, SFR, New Home Sales, Townhomes, Listings, Property, First Time Home Buyers, Buyer Representation, Relocation, National Association of..., SPS
Education
University of Hawaii at Manoa 1990 — 1992
BA, Communication
Jamestown High School, Jamestown, NY
BS in Communication
Lonnie Poole Golf Course Turf Team 2008 - Present
Bridges Installations September 2004 - March 2005
CTX Mortgage February 2004 - September 2004
First Citizens Bank October 2003 - February 2004
Harte-Hanks Data Technologies February 2003 - September 2003
UFT Mortgage February 1995 - October 2002
basys May 1993 - November 1994
Colombo's Pizza 1978 - 1980
Skills
Project Planning, Account Management, Networking, Social Media Marketing, Customer Service, Marketing, Training, Program Management, Customer Satisfaction, Sales Management, Sales, Selling, Loans, Leadership, Business Development, Time Management
Education
University of Maryland Baltimore County 1990 — 1993
BS, Computer Science
First Citizens Bank March 2015 - Present
IBM Lender Business Process Services, Inc. September 2013 - March 2015
Wells Fargo May 2009 - May 2010
Primary Residential Mortgage 2004 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Negotiation, Sales, Management, SQL, Inventory Management, Sales Management, Data Entry, New Business Development
Education
University of Florida 1989 — 1993
Business Administration and Management, General
Ipreo March 2015 - Present
First Citizens Bank September 2014 - February 2015
First Citizens Bank September 2013 - September 2014
BB&T October 2012 - August 2013
PlumChoice Online PC Services April 2009 - August 2009
Cisco Systems September 2007 - April 2009
Alexsys Corporation January 1996 - August 2007
Peritus Software Solutions 1994 - 1995
BULL HN Information Systems 1992 - 1994
BULL HN Information Systems 1990 - 1992
Skills
Quality Assurance, Testing, Software Quality..., Management, Agile Methodologies, SDLC, Test Planning, Leadership, JIRA, Requirements Analysis, Project Management, Software Project...
Education
University of Massachusetts at Lowell 1986 — 1990
Bachelor of Science, Mathematics / Computer Science Concentration
First Citizens Bank August 2014 - Present
Health Plan Services March 2012 - August 2014
Cognizant Technology Solutions November 2011 - March 2012
Meridian Technologies/Merrill Lynch - Bank of America November 2010 - November 2011
DST Systems March 2007 - March 2010
DST Systems January 1999 - March 2007
DST Systems June 1994 - January 1999
Yellow Roadway Corporation (YRC) March 1991 - June 1994
Sprint June 1987 - March 1991
Skills
COBOL, DB2, JCL, CICS, Fileaid, VSAM, SDLC, SQL, Mainframe, IBM Mainframe, COBOLII, TSO, Systems Analysis, SPUFI, Easytrieve, MVS, Xpediter, Visio, Unix, ISPF, IBM Utilities, ETL, z/OS, Endeavor, Syncsort, OS/390, Zeke, Control M, Serena Changeman, Commercial Banking, Health Care Systems, Health Insurance..., Mutual Funds
Education
Central Missouri State University 1986 — 1986
Information Technology
Platt College 1984 — 1984
Information Technology
Metropolitan Technical Community College 1980 — 1983
Business/Commercial and Graphic Arts
University of Nebraska at Omaha 1980 — 1980
Fine/Studio Arts, General
Westside High School
First Citizens Bank November 2013 - Present
JPMorgan Chase February 2012 - November 2013
JPMorgan Chase 2010 - 2012
JPMorgan Chase 2008 - 2010
JPMorgan Chase 2006 - 2008
NetBank 2002 - 2006
RBMG 1998 - 2001
Resource Bancshares Mortgage Group, Inc. 1995 - 1998
Skills
Mortgage Servicing, Mortgage Banking, Loans, Mortgage Lending, Loan Origination, Loan Servicing, Portfolio Management, Residential Mortgages, Credit, Change Management, Risk Management, Banking, Contract Compliance, Operational Risk..., Business Analysis, Project Management, Process Improvement, Team Leadership, Operational Risk, Capital Markets, Visio, Financial Risk, Credit Analysis, Analysis, Investments, Contract Management
Education
University of Georgia - Terry College of Business
BBA, Finance
Apple March 2015 - Present
St. Jude Medical October 2014 - Present
Medtronic December 2012 - October 2014
Digital River May 2011 - December 2012
Positive Beginnings April 2005 - April 2011
First Citizens Bank 2001 - 2010
Spherion Technology November 2000 - March 2001
iPass.Net August 1999 - February 2000
Netcom Communications 1995 - 1997
Skills
Meditation, Stress Management, Relaxation, Healing, Personal Development, Leadership, Coaching, Training, Emotional Intelligence, Executive Coaching, NLP, Lifestyle Coaching, Leadership Development, Entrepreneurship, Public Speaking
Education
University of North Carolina at Asheville 1989 — 2014
Bachelor of Arts (BA), Literature - Graduation August 2014
millbrook senior high school 1987 — 1989
MIllbrook High School 1986 — 1989
Millbrook Senior High '89
First Citizens Bank March 2013 - Present
First Citizens Bank January 2009 - February 2013
First Citizens Bank September 2007 - January 2009
PinPoint Resources May 2007 - September 2007
Progress Energy June 2005 - May 2007
Progress Energy November 2000 - June 2005
Carolina Power and Light October 1996 - November 2000
Boston Edison September 1995 - October 1996
Boston Edison September 1993 - September 1995
Boston Edison April 1987 - September 1993
Skills
Purchasing, Vendor Management, Software Asset..., Inventory Management, Procurement, Strategic Sourcing, Logistics, Supply Chain Management, Materials Management, Warehousing, Industrial Operations, Contract Negotiation, Supply Chain, Process Improvement, Contract Management, Problem Solving, Budget Management, Sourcing, Operational Excellence
Education
UNC Kenan-Flagler Business School 2012 — 2014
Executive MBA, Strategy and Leadership
University of Michigan 1980 — 1985
BSME, Thermodynamics and Heat Transfer
Edwin Denby High School (Detroit, Michigan)
High School, College preparatory
First Citizens Bank 2009 - Present
Georgian Bank June 2005 - Present
SunTrust Bank January 1990 - June 2005
Education
University of Houston 1977 — 1981
Bachelor of Science, Finance
First Citizens Bank November 2007 - Present
SunTrust Banks Inc. October 2004 - November 2007
Central Carolina Bank 1993 - 2000
National Commerce Financial 1990 - 1994
Skills
Leadership, Management, Banking, Risk Management, AML, Regulatory Analysis, Internal Controls, Bank Secrecy Act, OFAC, Credit, Vendor Management, Compliance, Financial Services, Financial Risk, Commercial Banking, Employee Relations, Consumer Lending, Enterprise Risk..., Credit Risk, Operational Risk..., Fraud
Education
University of Miami
Bachelor of Science (BS), Speech and Hearing Sciences
USNC_UN Women January 2012 - Present
Ackland Museum, UNC-Chapel Hill September 2007 - Present
Susan G. Komen for the Cure 2008 - 2010
First Citizens Bank October 1999 - July 2007
Skills
Banking, Microsoft Office, Visio, Customer Service, Fundraising, Cash Management, Business Analysis, Process Improvement, Software Documentation, Change Management, Non-profits, Cross-functional Team..., Leadership, Nonprofits, Team Building, Microsoft Excel, Back Office, Public Speaking, Project Coordination, Team Leadership, SDLC, Research, Program Management, Analysis, Treasury Management, SharePoint, Testing, Risk Management, Payments, Commercial Banking, Relationship Management, Project Management, Project Planning, Strategic Planning, Electronic Payments, Financial Analysis, Internet Banking, Management, Software Project..., Employee Relations, Leadership Development, Technical Writing, Product Management, Troubleshooting, Deposits, Vendor Management, Teaching, Financial Services, Business Process..., Remote Deposit Capture
Education
University of Massachusetts Lowell 1990 — 1993
BSBA, CUM LAUDE, Operations Management and General Management
Cisco April 2005 - Present
Allied Telesyn May 2003 - April 2005
First Citizens Bank January 2003 - May 2003
Interpath/USi March 2001 - November 2002
Alltel December 1999 - March 2001
Standard Telephone Company June 1995 - December 1999
Skills
DNS, TCP/IP, Routing, Cloud Computing, Technical Support, Cisco IOS, Virtualization, Cisco Technologies, Servers, Software Installation, Security, CRM, Management, IP, Network Security, Networking, Hardware, WAN
Education
University of Georgia - Terry College of Business 1987 — 1989
Bachelor of Business Administration (BBA), Management Information Systems, General
Emmanuel College 1985 — 1987
ABA, Accounting
SAFE Federal Credit Union June 2015 - Present
SAFE Federal Credit Union February 2014 - June 2015
Gymboree October 2007 - February 2014
GameStop October 2007 - December 2010
GameStop June 2005 - October 2007
First Citizens Bank May 2003 - January 2005
Gymboree October 2001 - October 2003
Skills
Profit, Inventory Control, Loss Prevention, Driving Results, Retail Sales, Store Management, Store Operations, Merchandising, Visual Merchandising, Retail, Associate Development, New Store Openings, Shrinkage, New Store Development, Multi-unit, Merchandise Planning, Big Box, Multi-Unit Management, Hiring
Education
University of North Carolina at Asheville 2000 — 2004
First Citizens Bank March 1990 - Present
Education
University of Kentucky
First Citizens Bank January 2010 - August 2014
First Citizens Bank March 2004 - December 2009
Wells Fargo (Wachovia Corporation) December 1999 - March 2004
First USA Bank April 1997 - November 1999
First USA Bank March 1994 - March 1997
MNC Financial Corporation May 1992 - February 1994
Ernst & Young July 1984 - April 1992
Skills
CPA, CISA, Internal Audit, Enterprise Risk..., Compliance Audits, Internal Controls, Banking, IT Audit, Audit, Compliance, Risk, Credit, Risk Assessment, Risk Management, Business Process..., AML, IT Governance, Information Security..., Financial Services, Auditing, COSO, Sarbanes-Oxley, Operational Risk..., Process Improvement, Loans, Financial Audits, Vendor Management, Quality Auditing, Sarbanes-Oxley Act, Finance, Credit Risk, Governance, Fraud, Credit Analysis, Financial Risk, Mortgage Lending, Executive Management, Operational Risk, Financial Analysis
Education
University of Maryland College Park
B.S., Accounting
Bank of Floyd April 2007 - Present
BB&T July 2002 - April 2007
First Citizens Bank August 1993 - July 2002
Dominion Bank of Greater Hampton Roads May 1987 - August 1993
Skills
Customer Service, Management, Sales, Credit, Loans, Public Speaking, Risk Management, Commercial Lending, Strategic Planning, Leadership, Portfolio Management, Commercial Banking, Marketing, Banking
Education
University of Iowa 1981 — 1984
Bachelor’s Degree
University of Virginia 1978 — 1981
First Citizens Bank January 2008 - Present
Education
University of Denver - Daniels College of Business 2003 — 2004
University of Colorado Boulder 1993 — 1996
BA
TIAA-CREF May 2012 - Present
PNC March 2012 - May 2012
RBC Bank March 2010 - March 2012
Clarity Management Group, Inc. March 2000 - June 2010
First Citizens Bank October 2005 - December 2009
First Citizens Bank February 2004 - September 2005
Clarity Management Group, Inc 2000 - 2004
Vanstar 1996 - 2000
Accenture June 1988 - September 1997
Skills
Business Process..., Enterprise Architecture, Strategy, Project Management, Business Strategy, Business Transformation, Leadership, Vendor Management, Project Portfolio..., Solution Architecture, Business Architecture, Financial Services, Governance, Banking, Business Analysis, Integration, SDLC, Enterprise Risk..., Outsourcing, Program Management, Requirements Analysis, Business Process, CRM, Process Improvement, Visio, Customer Experience
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Managing Technology, Marketing, Finance
University of Illinois at Urbana-Champaign 1984 — 1988
BS, Electrical/Computer Engineering
First Citizens Bank June 2014 - Present
Wells Fargo Bank March 2013 - June 2014
Wells Fargo Bank November 2010 - March 2013
Skills
Banking, Credit, Banking Solutions, Relationship Management, Business Development, Cold Calling, Finance, Start-up Business..., Lines Of Credit, SBA, Equipment finance, Real Estate, Real Estate Financing, Networking, Partnership-building, Treasury Management, Cross Selling, Sales, Time Management, Financial Analysis, Underwriting, Commercial Real Estate, Credit Analysis, Small Business Lending, Refinance, Commercial Lending
Education
University of Arizona 2003 — 2007
Business, Urban Planning, Real Estate, Finance
Wilshire Bank July 2014 - Present
Citibank April 2012 - July 2014
First Citizens Bank November 2010 - April 2012
California Bank & Trust/Zion's Bancorp December 2006 - November 2010
Bank of America January 2006 - December 2006
Skills
Mergers & Acquisitions, Finance, Banking, Commercial Mortgages, Commercial Banking, Strategic Planning, Mergers, Cash Management, Business Development, Accounting, Commercial Lending, Commercial Real Estate, Private Equity, Corporate Finance, SBA Lending, Entertainment Finance
Education
University of California, Davis - School of Law
JD, Law
University of California, Los Angeles
B.A., Political Science/International Relations
Colorado National Bank November 2014 - Present
First Citizens Bank January 2011 - August 2014
United Western Bank March 2006 - January 2011
Transamerica Business Capital Corporation 1997 - 2004
Skills
Small Business Lending, Loans, Commercial Banking, Credit, Credit Analysis, Banking, Lines Of Credit, Commercial Mortgages, SBA, Portfolio Management, Loan Origination, Underwriting, Asset Based Lending, Credit Risk, Construction Loans, Commercial Real Estate, Real Estate
Education
University of Missouri-Columbia
Bachelor of Science (BS), Finance and Financial Management Services
First Citizens Bank January 2010 - Present
Southern Research Institute November 2008 - November 2009
Children's Health System January 2007 - November 2008
Noland Health Services September 2005 - January 2007
Communications Test Design, Inc. March 1998 - September 2005
Skills
FMLA, Employee Relations, Employment Law, Training & Development, Instructor-led Training, Instructional Design, Team Building, Organizational..., Workforce Planning, Policy, Conflict Resolution, Employee Relations..., Employment Law...
Education
University of Alabama 1989 — 1994
BS, Healthcare Management, Human Resources
First Citizens Bank July 2010 - Present
VALIC 2007 - 2009
State Farm Insurance December 2002 - November 2006
Charles Schwab July 1995 - October 2002
Education
University of Florida 1989 — 1993
B.S., Finance
BB&T Item Processing - Proof MgrSunTrust BankSeptember 1998 - October 2000
First Citizens Bank 1993 - 1998
Skills
Banking, Cash Management
Education
University of Louisiana at Monroe 1984 — 1988
BBA, Management
First Citizens Bank July 2013 - Present
First Citizens Bank July 2011 - July 2013
First Citizens Bank October 2004 - July 2011
Mellon Financial October 2003 - October 2004
Ablest Staffing August 2000 - October 2003
Ablest Staffing April 1996 - August 2000
Syracuse Plastics of NC, Inc. September 1994 - April 1996
Skills
Bilingual-Spanish, Employment Law, Negotiation, Temporary Staffing, EEOC, Employee Relations, Talent Acquisition, Onboarding, Recruiting, Human Resources, Deferred Compensation, Technical Recruiting, PeopleSoft, Employee Benefits, Benefits Administration, Talent Management, HRIS, Applicant Tracking..., Vendor Management, Performance Management, HR Consulting, Management, Leadership, HR Policies, Policy, Payroll, Personnel Management, Strategy, Workforce Planning, Temporary Placement, Interviews, Career Development, Conflict Resolution, Process Improvement, Executive Management, Incentive Programs, Performance Improvement, EEO, Organizational Design
Education
Strayer University 2003 — 2007
MBA, Business
University of Iowa
B.A., Communications
First Citizens Bank November 2009 - Present
INDYMAC BANK July 2003 - October 2009
Washington Mutual bank June 1999 - April 2003
Skills
Loans, Finance, Financial Analysis, Portfolio Management, Credit, Valuation, Financial Services, Commercial Real Estate, Mortgage Banking, Budgets, Real Estate Development, Loan Servicing, Investors, Leases, Construction Loans, Credit Analysis, Banking, Commercial Banking, Single Family Homes, Commercial Lending, Credit Risk
Education
University of Colombo 1967 — 1969
BS, Accounting/Finance
First Citizens Bank February 2010 - Present
Fifth Third Bank February 2004 - December 2006
Bank United 1997 - 2000
Education
University of Evansville 1988 — 1992
B.A., B.A., Secondary Education
First Citizens Bank April 2012 - January 2015
Sabadell United Bank 2010 - April 2012
BNY Mellon N.A. 2007 - 2010
Mellon United National Bank 1998 - 2009
United National Bank 1995 - 1998
Skills
Business Development, Banking, Loans, Underwriting, CRM, Financial Analysis, Financial Services, Small Business Lending, Management, Treasury Management, Mortgage Lending, Portfolio Management, Commercial Lending, Retail Banking, New Business Development, Credit, Asset Based Lending, Wealth Management, Risk Management, Asset Management, Fixed Income, Commercial Banking, Commercial Real Estate, Bank Secrecy Act, Real Estate, Private Banking, Credit Analysis, Finance, Commercial Mortgages, Financial Risk, Credit Risk, Loan Origination, Relationship Management, Mutual Funds, Corporate Finance, Capital Markets, Investments, Cash Management, Securities, Strategic Planning, Financial Modeling, AML, Mergers & Acquisitions, Equities, Lines Of Credit, Mortgage Banking, Investment Banking, Due Diligence, Consumer Lending, Alternative Investments
Education
University of Miami 1976 — 1980
Bachelor of Business Administration, Finance
Cianbro Corporation April 2008 - Present
Maine & Maritimes April 2004 - September 2007
First Citizens Bank February 1995 - April 2004
Skills
Personnel Management, Employee Relations, Contract Negotiation, Human Resources, Team Building, Budget, Project Planning, Organizational..., Budgets, Leadership Development, Talent Acquisition, Deferred Compensation, Recruiting, Succession Planning, Construction Management, Leadership, Supervisory Skills, Talent Management, Change Management, New Hire Orientations, HRIS, Onboarding, Performance Management
Education
University of Maine
Bachelor of Arts (B.A.)
University of Southern Maine - School of Business
MBA
First Citizens Bank May 2012 - Present
US Bank August 2007 - May 2012
Bank of America 2001 - 2004
First Midwest Bank 1991 - 1997
Cosmopolitan Bank May 1991 - May 1996
Wells Fargo Bank 1986 - 1989
Skills
Treasury Management, Mortgage Lending, Finance, Leadership, Commercial Real Estate, Credit Analysis, Credit, Commercial Lending, Banking, Credit Risk, Financial Analysis, Underwriting, Portfolio Management, SBA, Mergers, Business Development, Management, Mergers, Small Business Lending
Education
University of Colorado Boulder - Leeds School of Business 1978 — 1983
BS, Finance
Red House Property Management & Investments April 2014 - Present
Super Brand June 2013 - March 2014
First Citizens Bank July 2007 - May 2013
Skills
Small Business Lending, Customer Service, Investments, Finance, Loans, Banking, Portfolio Management, Mortgage Lending, Financial Modeling, Commercial Banking, Credit Risk, Credit Analysis, Credit, Lines Of Credit, Management, Real Estate
Education
UCSB 1998 — 2002
Bachelor's degree of Administration, Business/Economics
First Citizens Bank May 2013 - Present
TD July 2011 - February 2012
TD December 2009 - May 2011
SunTrust Bank September 2008 - June 2009
Provident Bank January 2008 - September 2008
Ukrop’s Grocery Store January 2003 - January 2004
Crestview Club January 2000 - January 2004
Skills
Banking, Financial Analysis, Loans, Commercial Banking, Consumer Lending, Retail Banking, Credit, Credit Analysis, Lines Of Credit, Deposits, Cross Selling, Microsoft Excel, Finance, Leadership, Portfolio Management
Education
University of Mary Washington 2003 — 2006
BS, Economics
Summit High School 1999 — 2003
First Citizens Bank May 2014 - Present
PNC March 2012 - April 2014
RBC June 2011 - March 2012
RBC February 2009 - June 2011
Skills
Credit, Loan Origination, Retail Banking, Loans, Commercial Banking, Consumer Lending, Banking, Commercial Lending, Portfolio Management, Wealth Management, Home Equity Lines of..., Small Business Lending, Mortgage Banking, Lines Of Credit, Finance
Education
University of Maine
Microsoft September 2014 - Present
First Citizens Bank November 2011 - February 2014
JPMorgan Chase October 2008 - November 2009
Columbia Bank/American Marine Bank January 2005 - October 2008
Wells Fargo February 2003 - March 2005
Skills
Banking, Financial Analysis, Cash Management, Risk Management, Credit, Finance, Loans, Mortgage Lending, Portfolio Management, Financial Modeling, Credit Analysis, Commercial Banking, Treasury Management, Fixed Income, Investments, Financial Reporting, Commercial Lending, Financial Services
Education
University of Colorado Denver 2000 — 2002
Master's Degree, Finance, General
First Citizens Bank May 2006 - Present
Skills
Software Development, Management, DB2, VSAM, JCL, Fileaid, COBOL, CICS, TSO, QMF, SQL, SDLC, Mainframe, Microsoft SQL Server, MVS, Stored Procedures, Websphere, Sybase, ASP.NET, SSIS, Requirements Analysis
Education
Somaiya 1989 — 1993
computer science
TSEC 1989 — 1993
computer science
University of Mumbai 1989 — 1993
Bachelors of science, computer science
First Citizens Bank July 2007 - Present
TIB Bank March 2005 - March 2007
Fifth Third Bank March 2004 - March 2005
BNY Mellon 2002 - 2004
Skills
Banking, Credit, Financial Risk, Leadership, Underwriting, Commercial Lending, Small Business Lending, Financial Services, Portfolio Management, Loans, Accounting, Management, Finance, Credit Analysis, Commercial Banking
Education
University of Central Florida 1997 — 2001
Bachelor of Science, Finance
PL2, Inc. (www.pl2inc.com) February 1999 - Present
First Citizens Bank July 2011 - February 2014
Colorado Capital Bank August 2009 - July 2011
Community Bank of Colorado 2007 - 2009
IronStone Bank 2006 - 2007
Bank of the West December 2005 - June 2006
Commercial Federal Bank May 2002 - December 2005
Guaranty Bank and Trust Company May 2000 - May 2002
Bank of Cherry Creek September 1995 - May 2000
Colorado National Bank May 1989 - September 1995
Skills
Credit underwriting and..., Business development -..., Mentoring and training..., Loan documentation, Coordination of..., Skilled at negotiation..., Commercial Banking, Commercial Lending, Banking, Credit Analysis, Construction Loans, Financial Risk, Finance, Loan Origination, Loans, Mergers & Acquisitions, Negotiation, Portfolio Management, Real Estate, Risk Management, Small Business Lending, Strategic Planning, Underwriting, Foreclosures, Credit, Financial Analysis, Lines Of Credit, Management, Commercial Real Estate, Credit Risk
Education
University of Denver - Sturm College of Law 2000 — 2003
JD, Real Property, Creditors Rights, Transactions
University of Colorado at Boulder 1981 — 1985
BS Finance - Cum Laude
First Citizens Bank September 2012 - Present
City National Bank April 2009 - September 2012
Skills
Banking, Small Business
Education
University of California, Santa Cruz 2000 — 2004
Bachelors, Sociology
CDS Associates, Inc. May 2007 - July 2015
First Citizens Bank 2000 - 2003
SIA Group 1996 - 1999
Southwest Mental Health Center February 1994 - June 1996
Skills
Employee Relations, Administration, Compensation, Benefits Administration, Benefits, Affirmative Action, Strategic Planning, Coordination, Performance Management, Microsoft Office, HR Policies, Onboarding, New Hire Orientation, FMLA, EEO, Succession Planning, Employee Handbooks, Budgeting, Policy, Planning, Workers Compensation, Employee Benefits, Legal Compliance, Performance Appraisal, Open Enrollment, Benefit Administration, Job Descriptions, Compensation..., Orientation, FLSA, COBRA, EEOC, EEO compliance, Human Resources, Management, New Hire Orientations, Leave of Absence, Deferred Compensation, Training, Recruiting, SPHR, Compensation & Benefit, Talent Acquisition, Employee Recognition, Exit Interviews
Education
National University in San Diego CA 1989 — 1990
MA in Management, Management
The University of Montana 1986 — 1988
BA, Sociology with Minor in Office Administration
CoBiz Financial Inc. February 2012 - Present
First Citizens Bank January 2011 - January 2012
United Western Bank February 2007 - January 2011
Skills
Credit Analysis, Commercial Lending, Financial Analysis, Banking, Small Business Lending, Credit, Risk Management, Underwriting, Commercial Banking, Loans, Portfolio Management, Finance, Analysis, Commercial Mortgages, Investments, Public Finance, Capital Markets, Corporate Finance, Wealth Management, Strategic Planning, Sarbanes-Oxley Act, SBA, Cash Management, Strategic Financial..., Equity Research, Financial Reporting, Mergers, Due Diligence, Financial Modeling, Valuation, Equities, Fixed Income, Quantitative Investing, Asset Management, Economic Policy, Financial Services, Financial Accounting, Financial Risk, Alternative Investments, Market Risk, Derivatives, Quantitative Analytics, Sensitivity Analysis, Investment Management, Strategy, Macroeconomics, Asset Allocation, Credit Risk
Education
University of Denver 2004 — 2006
Bachelor of Science
University of Colorado at Boulder 2002 — 2004
Valuation Management Group August 2011 - Present
First Citizens Bank October 2009 - May 2011
Georgian Bank June 2005 - October 2009
SunTrust Bank 1990 - 2005
Skills
FHA, Appraisals, Mortgage Lending, Investment Properties, Real Estate, Commercial Lending, Banking, Mortgage Banking, Underwriting, Loan Origination, Credit, Credit Analysis, Commercial Real Estate, Loans, Small Business Lending, Commercial Banking
Education
Southwest Graduate School of Banking at Southern Methodist University 1987 — 1989
Banking
University of Houston 1977 — 1981
Bachelor's Degree, Finance and Financial Management Services
First Citizens Bank November 2011 - Present
Bank of the West September 2010 - November 2011
Wells Fargo Bank September 2005 - September 2010
Merrill Lynch May 2000 - September 2005
Wells Fargo Bank September 1994 - May 2000
Bank of America November 1990 - September 1994
Education
California State University 1986 — 1987
MBA, Finance
University of California 1979 — 1984
BA, Zoology
First Citizens Bank June 2014 - June 2015
Fitzpatrick Investments, LLC August 2012 - June 2014
Taylor's Men's Wear March 2007 - July 2012
Johnson's Gym January 2009 - March 2009
Tellico 4x4 May 2008 - October 2008
Mary Kay Inc. May 2006 - January 2007
Skills
Marketing, Marketing Strategy, Marketing Research, Customer Service, Office Management, Account Management, Executive Support, Retail Buying, Advertising Sales, Commercial Real Estate, Property Management, Commercial Leasing, Event Planning, MS Office Suite, Sales, Presentations, Microsoft Office
Education
University of North Alabama
Bachelor of Science (B.S.), Marketing
First Citizens Bank 2004 - Present
U. S. Bank 1977 - 2004
Education
University of Colorado at Boulder
Bachelor of Business Administration (BBA)
First Citizens Bank June 2006 - Present
Bank of America June 1986 - May 2006
Skills
Negotiation, Team Building, Public Relations, Teamwork, AutoCAD, Team Leadership, Mortgage Lending, Leadership, Risk Management, Banking, Finance
Education
William Paterson University of New Jersey 1972 — 1977
University of Arizona 1969 — 1971
First Citizens Bank 2011 - Present
IronStone Bank 2005 - 2011
IronStone Bank 2003 - 2005
Wells Fargo 2000 - 2003
Skills
Manage Complex Projects, Bilingual, Interact with All..., Project Planning, Driven By Results, Multi Tasking, Sales Management, Strategic Planning, Sales Process..., Training, Creative Campaign..., Collaborative Problem..., Data Analysis, Report Design, Coaching Staff, Retail Banking, Commercial Banking, Credit, Loans, Risk Management, Process Improvement, Sales, Business Analysis, Treasury Management, Small Business Lending, Vendor Management, Relationship Management, Financial Services, Leadership, Analysis, Banking, Consumer Lending, Portfolio Management, Payments, Treasury Services, Mortgage Lending, Mergers & Acquisitions, ACH, Cash Management, Commercial Lending, Credit Cards, Commercial Mortgages, Management, Merchant Services, Asset Based Lending, Loan Origination, Financial Analysis, Finance, SBA, Lines Of Credit
Education
University of California, San Diego
First Citizens Bank December 2014 - Present
HeritageBank of the South October 2014 - December 2014
Alarion Bank July 2012 - September 2014
United States Marine Corps June 2007 - February 2011
Shands at Vista July 2005 - May 2007
Skills
Information Security, Information Assurance, Management, Network Security, Computer Security, IT Management, Internal Audit, Risk Assessment, Risk Management, Network Administration, Team Leadership, Security, Leadership, Team Building, Disaster Recovery, Information Technology, Python, C++
Education
University of Florida 2005 — 2007
Bachelor of Science (B.S.), Psychology
First Citizens Bank February 2010 - Present
First Citizens Bank September 2005 - February 2010
Dixie Farm Store - John Deere February 2002 - September 2005
Education
University of Louisville
Bachelor of Applied Science (B.A.Sc.), Accounting
Vanguard June 2006 - Present
Vanguard December 2003 - June 2006
First Citizens Bank September 2002 - November 2003
Boys Arnold & Company December 1998 - August 2002
Ohio Valley National Bank August 1988 - December 1998
Skills
Sales, Business Development, Relationship Management, Portfolio Management, Mutual Funds, Equities, Financial Services, Investments, Series 24, Series 7, Series 63, Account Management, CRM, Sales Management, Finance, Financial Analysis, Retirement Planning, Team Building, Strategic Planning, Management, Project Management
Education
University of Southern Indiana 1990 — 1994
Master of Business Administration (MBA)
University of Kentucky 1985 — 1988
Bachelor of Business Administration (BBA), Finance
First Citizens Bank June 2006 - Present
Millennium Bank December 2005 - June 2006
Millennium Bank September 2005 - December 2005
Skills
Loans, Banking, Commercial Banking, Emergency Medicine, Disaster Relief Response, Healthcare Finance..., Website Music Creation
Education
University of Maine
Bachelor's Degree; High School Diploma, Business Administration
Kennebec Leadership Institute
Certificate, Civic and Business Leadership
NC Office of the State Banking Commissioner January 2015 - Present
North Carolina Department of Health and Human Services December 2009 - January 2015
NC Office of State Human Resources (Temporary Solution's Office) January 2007 - December 2009
Building Blocks Childcare and Learning Center October 1999 - August 2006
First Citizens Bank January 1996 - October 1999
Skills
Human Resources, Interviews, Recruiting, Training, Employee Relations, Policy, Onboarding, Performance Management, Employee Benefits, HRIS
Education
University of Mount Olive 2007 — 2010
Bachelor's degree, Organizational Management
Johnston Community College 1993 — 1995
Associate's degree, Child Development
University of Mount Olive
Bachelors degree in Organizational Management, Organizational management
University of Mount Olive
Bachelor's degree in Organizational Management, Business
First Citizens Bank December 2013 - Present
Education
University of Central Florida
Bachelor's degree, Finance, General