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
First Citizens Bank February 2015 - Present
Fidelity Bank August 2007 - February 2015
Skills
Loans, Commercial Banking, Commercial Lending, Credit, Small Business Lending, Banking, Credit Analysis, Retail Banking, Mortgage Lending, Portfolio Management, Underwriting, Cash Management, Consumer Lending, Financial Analysis, Credit Risk, Relationship Management, Sales, Sales Management, Finance, New Business Development, Management, Business Development, Loan Origination, Small Business, Deposits, Mortgage Banking, Leadership, Refinance, Investments, Lines Of Credit
Education
University of North Carolina at Chapel Hill 2003 — 2007
B.A., English Literature
Anson High School 1999 — 2003
Governor's School 2002 — 2002
Natural Science
First Citizens Bank January 2013 - Present
SouthTrust Bank January 1998 - June 2002
SouthTrust Bank January 1997 - January 1998
Bank of America September 1993 - December 1996
Skills
Business Loans, Real Estate Lending, Commercial Leasing, Underwriting, Refinance, Loan Origination, Lines Of Credit, Commercial Banking, Commercial Lending, Banking, Loans
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1993
HomeTrust Bank February 2013 - Present
HomeTrust Banking Partnership May 2010 - February 2013
Regal Entertainment Group November 2008 - February 2010
First Citizens Bank March 2003 - November 2008
Washington Mutual Bank f/k/a HomeSide Lending, Inc. December 1995 - March 2003
Skills
Project Management, Product Management, Process Improvement, Customer Service, Analytic Problem Solving, Training & Development, Leadership, Team Management, Client Development, Client Relations, Team Building, Performance Metrics, Coaching & Mentoring, Adaptive Learning, Risk Management, Loss Mitigation, Regulatory Compliance, Information Management, Financial Analysis, Credit Analysis, Internal Audit, Mortgage Lending, Mortgage Underwriting, Quality Auditing, Consumer Lending, Foreclosures, Product Design, Photography, Graphic Design, Interior Design, Loans, Credit, Banking, Microsoft Office, Portfolio Management, Strategic Planning, Loan Origination, Management, Credit counseling, Real Estate
Education
University of North Carolina at Asheville 2004 — 2010
Bachelor of Arts (B.A.), Photography
Florida Community College of Jacksonville
Bayer CropScience May 2014 - Present
Bayer CropScience June 2011 - May 2014
First Citizens Bank 2007 - 2011
BLD Science 2006 - 2007
Carolina Biological Supply Company 1997 - 2006
Skills
Sales Goals Measurement, Online Research, Survey Writing, Superior Writing Skills, Advanced Excel Skills -..., Database Management, Microsoft Access..., SQL, SPSS Statistical..., ROI Motivator Database..., CRM Queries, Project Management, Product Sales Analytics, Marketing Analytics, Customer Satisfaction..., Focus Groups, Troubleshooting and..., Sales Support, Database Admin, Sales, Analysis, Competitive Analysis, CRM, Segmentation, Sales Management, Marketing Research, Data Analysis, Surveying, Microsoft Excel, Access, Market Analysis, Management, Market Research, SPSS, Customer Satisfaction..., Analytics, Cross-functional Team..., Forecasting, Marketing Strategy
Education
University of North Carolina at Chapel Hill
BA, History/Political Science
University of Wisconsin-Madison
MA, Modern European History
University of Wisconsin-Madison - School of Business
MBA, Marketing
Wells Fargo March 2012 - Present
Regions Bank November 2004 - March 2012
First Citizens Bank September 1997 - October 2004
Wachovia, A Wells Fargo Company June 1987 - September 1997
Education
University of North Carolina at Chapel Hill 1983 — 1987
BA, Industrial Relations
First Citizens Bank January 2013 - Present
First Citizens Bank January 2012 - January 2013
MidCarolina Bank a Division of American National Bank & Trust July 2011 - January 2012
Stock Loan Services, LLC May 2007 - June 2011
Stock Building Supply February 2005 - May 2007
First Citizens Bank May 2002 - February 2005
Skills
Loss Prevention, Credit Analysis, Loans, Management, Construction, REO, Auditing, Foreclosures, Credit, Real Estate, Underwriting, Undercover, Loss Mitigation, Site Inspections, Real Estate Transactions, Contract Negotiation, Residential Homes, Asset Managment, Risk Management, Negotiation, Portfolio Management, Single Family Homes, Real Estate Due..., Commercial Real Estate, Asset Management, Finance, Loan Servicing, Loan Origination, Refinance, Real Estate Financing, FHA, Banking, Leadership, Commercial Mortgages, Residential Mortgages, Short Sales, Investment Properties, Mortgage Lending, Commercial Lending, Construction Loans, First Time Home Buyers, Mortgage Banking, Real Estate Economics, Million Dollar Club, USDA Rural Housing, FHA financing, Property Management, Investors, Financial Analysis, Consumer Lending
Education
University of North Carolina at Chapel Hill 1995 — 1999
History, American History
Gibbons
Oldtown Bank 2009 - Present
First Citizens Bank April 2007 - November 2008
Capital Bank 2002 - 2007
High Street Bank 1997 - 2002
Mortgage Bankers Association 1997 - 1999
Skills
Commercial Lending, Small Business Lending, Loans, Credit Analysis, Portfolio Management, Banking, Sales, Financial Analysis, Credit, Investment Properties, Budgets, Negotiation, Leadership, Real Estate, Consumer Lending, Commercial Mortgages, Commercial Real Estate, Mortgage Lending, Construction Loans, Relationship Management
Education
University of North Carolina at Asheville 1990 — 1993
BA, Monetary Finance & Economics
Corridor Mortgage Group, Inc February 2015 - Present
Premier Commercial Bank July 2012 - Present
First Citizens Bank May 2011 - July 2012
Dover Mortgage Company September 2007 - May 2011
Wells Fargo Home Mortgage September 2006 - September 2007
Countrywide Home Loans February 2006 - September 2006
LPL Financial (formerly UVEST Financial Services) June 2000 - February 2006
UVEST Financial Services 2000 - 2006
Skills
Mortgage Lending, FHA, Mortgage Banking, USDA, Refinance, Government Loans, Loan Origination, VA loans, Residential Mortgages, Loans, Certified Mortgage..., Mortgage Marketing, Construction Loans, Mortgage Underwriting, Credit, Commercial Lending, Underwriting, FHA financing, Consumer Lending, Credit Analysis, Funding, Real Estate Financing, Investment Properties, Commercial Mortgages, First Time Home Buyers, Loss Mitigation, Reverse Mortgages, Small Business Lending, Mortgage Servicing, Banking, Credit Risk, Home Equity Loans, Home Equity Lines of..., Financial Structuring, Rates, Real Estate Economics, Lines Of Credit, Branch Management, Debt Consolidation, Commercial Banking, Home Equity, Real Estate, Cross Selling, Asset Based Lending, REO, Loan Servicing, Default, Referrals, Wholesale Lending, Finance
Education
University of North Carolina at Chapel Hill 1980 — 1984
BS, Industrial Relations
Rock Hill High School 1977 — 1980
First Citizens Bank June 2012 - Present
American Express July 2007 - June 2012
Skills
Leadership, Business Process..., Strategy, Vendor Management, Business Analysis, Financial Services, Credit Cards, Process Improvement, Customer Service, Program Management, Strategic Planning, Call Centers, Project Management, Risk Management
Education
Wake Forest University 1999 — 2003
Master of Business Administration (M.B.A.), General Management
University of North Carolina at Chapel Hill 1993 — 1995
Master's Degree, Instructional Design
University of North Carolina at Chapel Hill 1987 — 1992
Bachelor's Degree, Journalism & Economics
Katz Brunner Healthcare June 2013 - Present
Katz Brunner Healthcare March 2012 - June 2013
Katz Brunner Healthcare January 2011 - March 2012
UNC Charlotte January 2010 - January 2011
Katz Brunner Healthcare May 2010 - December 2010
First Citizens Bank November 2008 - December 2009
Skills
PowerPoint, Microsoft Excel, Data Analysis, Strategic Planning, Microsoft Office, Financial Analysis, Access, Microsoft Word, Public Relations, Outlook, Customer Service, Data Entry, Research, Financial Reporting, Nonprofits, Management, Healthcare Management, Healthcare, Process Improvement, Leadership
Education
The College of William and Mary
BA, Government, History
University of North Carolina at Charlotte
MPA, Public Administration, Communication Studies
Paragon Bank September 2014 - Present
CapStone Bank August 2007 - September 2014
Southern Community Bank & Trust January 2006 - June 2007
First Citizens Bank June 1998 - December 2005
Wells Fargo June 1987 - June 1998
Skills
Retirement Planning, Commercial Lending, Banking, Portfolio Management, Investments, Loans, Credit, Management, Commercial Banking, Real Estate, Financial Analysis, Credit Analysis, Small Business Lending, Underwriting
Education
University of North Carolina at Chapel Hill
BA, Economics
First Citizens Bank May 2012 - Present
First Citizens Bank September 2010 - April 2012
First Citizens Bank November 2005 - August 2010
First Citizens Bank October 2004 - October 2005
Hughes Pittman & Gupton LLP 2001 - 2004
KPMG 2000 - 2001
Skills
Internal Controls, Auditing, Internal Audit, Loans, Accounts Payable, Analysis, Financial Analysis, Portfolio Management, Management, Time Management, Commercial Banking, Mergers & Acquisitions, Accounting, Corporate Finance, Credit, Banking, Budgets, Business Process, Financial Risk, Account Reconciliation, Finance, Risk Management, Enterprise Risk...
Education
University of North Carolina at Wilmington 1999 — 2000
MSA
University of North Carolina at Wilmington 1997 — 1999
BS - Accounting
University of North Carolina at Chapel Hill
Economics
GuthyRenker November 2012 - Present
First Citizens Bank January 2010 - November 2012
Wells Fargo Advisors January 2008 - December 2009
RBC Bank July 2000 - October 2007
Skills
Small Business Lending, Loans, Credit, Banking, Retirement Planning, Branch Management, Credit Analysis, Wealth Management, Commercial Banking, Portfolio Management, Estate Planning, Investments, Strategic Financial..., Retail Banking
Education
University of North Carolina at Asheville 1993 — 1999
Bachelor's degree, Marketing/Marketing Management, General
First Citizens Bank January 2014 - Present
Mountain 1st Bank & Trust August 2009 - Present
Wachovia Mortgage Corporation April 1985 - May 2009
Skills
Banking, Event Planning, Loans, Retail Banking, Commercial Banking, Small Business Lending, Commercial Lending
Education
University of North Carolina at Asheville 1982 — 1984
Business Administration and Management, General
Blue Ridge Community College 1980 — 1982
Associate's degree, General Studies
First Citizens Bank March 2008 - Present
Wachovia July 1990 - March 2008
ITT Commercial Finance 1986 - 1990
Skills
Estate Planning, Trust Services, High Net Worth..., Retirement Planning, Financial Services, Management, Investments, Trust Management, Accounting, Wealth Management..., Asset Allocation, IRAs, Financial Planners, Portfolio Management, Investment Advisory, Series 7, Banking, Asset Management, Mutual Funds, Relationship Management, Securities, Fiduciary Management, Wealth Management, Personal Finance, Financial Planning
Education
University of North Carolina at Asheville 1982 — 1986
BS, Business
Ashbrook Senior High School 1980 — 1982
First Community Bank June 2014 - Present
First Citizens Bank January 2014 - May 2014
Mountain 1st Bank & Trust/Hendersonville, NC December 2009 - December 2013
First Bank/Southern Pines, NC December 2008 - October 2009
First Charter Bank/Charlotte, NC October 2005 - June 2008
The South Financial Group, Lexington, SC November 2000 - October 2005
Carolina Southern Bank, Spartanburg, SC April 1995 - November 2000
Arthur State Bank, Union, SC August 1983 - April 1995
Skills
Loans, Banking, Commercial Lending, Credit, Commercial Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Retail Banking, Credit Analysis, Underwriting, Credit Risk, Portfolio Management, Financial Risk, Mortgage Banking, AML, Financial Services, Financial Analysis, Auditing, Treasury Management, Cross Selling, Wealth Management, Asset Based Lending, Loan Origination
Education
ABA National Compliance School
University of North Carolina at Charlotte
Bachelor's degree
First South Bank September 2006 - Present
First Citizens Bank February 2002 - May 2006
Bank of America August 1985 - January 2002
Skills
Commercial Banking, Small Business Lending, Loans, Banking, Credit Analysis, Credit, Consumer Lending, Retail Banking, Mortgage Lending, Loan Origination, Portfolio Management, Credit Risk, Underwriting, Lines Of Credit, Asset Based Lending, Commercial Mortgages, Cross Selling, Treasury Management, Deposits, Construction Loans, Cash Management, Core Banking, Financial Analysis, Relationship Management
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Business Administration - Finance
EVB - Eastern Virginia Bankshares January 2011 - Present
BB&T November 2005 - January 2011
First Citizens Bank April 2002 - November 2005
Fidelity Bank, PaSB 1998 - 2001
NationsBank (currently Bank of America) 1994 - 1998
Skills
Loans, Consumer Lending, Retail Banking, Small Business Lending, Home Equity Lines of..., Commercial Lending, Credit Analysis, Banking, Branch Management, Commercial Banking, Credit, Commercial Mortgages, Credit Cards, Credit Risk, Cross Selling, Customer Retention, Customer Service, Deposits, FHA, Finance, Financial Analysis, Leadership, Home Equity Loans, Loan Origination, Management, Mortgage Lending, Private Banking, Portfolio Management, Small Business, Underwriting, SBA, Lines Of Credit, Wealth Management, First Time Home Buyers, Treasury Management, Refinance, Investments
Education
University of North Carolina at Chapel Hill 1989 — 1993
BA, Public Policy Analysis
First Citizens Bank
Skills
Small Business Lending, Sales Management, Marketing, Commercial Lending, Strategic Planning, Customer Service, Sales, New Business Development, Investments, Commercial Banking, Banking, Loans, Leadership, Relationship Management, Business Development, Lines Of Credit, Finance, Credit, Commercial Mortgages, Loan Origination, Portfolio Management, Credit Analysis, Retail Banking, Executive Management, Mortgage Lending, Mortgage Banking, Underwriting, Credit Risk, Insurance, Cash Management, Risk Management
Education
UNC Chapel Hill
Bachelor of Arts (B.A.), Economics
First Citizens Bank August 2003 - Present
The Coca-Cola Company 1996 - 2003
Bank of America (NationsBank) 1992 - 1996
Bank of America (NationsBank) November 1990 - November 1992
Bank of America (NCNB) August 1989 - November 1990
Skills
Talent Acquisition, Executive Search, Coaching Staff, Vendor Management, Applicant Tracking..., Employer Branding, Project Execution, Full-cycle Recruiting, Social Media, Social Networking, Staff Augmentation, Project Management, Banking, Financial Services, Human Resources, Business Planning, Talent Management, SDLC, Management, LinkedIn, Organizational..., Sourcing, Consumer Products, Temporary Placement, Leadership, Personnel Management, Coaching, Account Management, Onboarding, College Recruiting, Strategic Planning, Performance Management, Employee Relations, Internet Recruiting, Succession Planning, Workforce Planning, Employee Benefits, Deferred Compensation, Technical Recruiting, Interviews, Employee Engagement, HRIS, Hiring, Building Relationships, Benefits Administration, Benefits Negotiation, New Hire Orientations, Career Development, Organizational..., Employee Training
Education
UNC Chapel Hill 1984 — 1989
Bachelors of Science, Business Administration
The Westminster Schools 1978 — 1984
First Citizens Bank 2003 - Present
Skills
Commercial Lending, Credit, Banking, Retail Banking, Consumer Lending, Loans, Commercial Banking, Credit Analysis, Small Business Lending, Lines Of Credit, Cross Selling, Commercial Mortgages, Loan Origination, Credit Risk, Mortgage Lending
Education
University of North Carolina at Charlotte 1982 — 1986
Bachelor of Arts (B.A.), Business Administration
The Select Group January 2013 - Present
The Select Group March 2010 - January 2013
The Select Group November 2008 - March 2010
Integrity Consulting LLC January 2007 - November 2008
AXA Advisors March 2005 - January 2007
First Citizens Bank 2002 - 2005
Skills
Recruiting, Project Managers, CRM, Technical Recruiting
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA, Communication Studies
North Carolina Schools of Science and Math 1994 — 1996
HS Diploma
Riverside High School 1992 — 1994
First Citizens Bank March 2012 - Present
SunTrust Bank August 1998 - March 2012
Branch Banking and Trust 1985 - 1998
Education
University of North Carolina at Chapel Hill 1981 — 1985
Bachelor of Science, Industrial Relations and Sociology
Opus Financial Advisors, Inc. May 2012 - Present
Wells Fargo June 2005 - May 2012
First Citizens Bank May 2002 - June 2005
Skills
Wealth Management, Investments, Cash Management, Retirement Planning, Strategic Financial..., Retirement, Asset Allocation, Mutual Funds, Financial Analysis, Commercial Lending, Credit, Loans, Banking, Small Business Lending, Mortgage Lending, Credit Analysis, Commercial Banking, Portfolio Management, Risk Management, Finance
Education
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Arts (B.A.), Economics AND Environmental Studies
First Citizens Bank March 2015 - Present
First Citizens Investor Services 2012 - Present
SunTrust Bank & Investment Services 2008 - 2012
SunTrust Sports & Entertainment Specialty Group 2006 - 2008
Wachovia Securities, LLC 2003 - 2006
Wachovia Securities, LLC 1999 - 2003
First Union National Bank 1998 - 1999
First Union National Bank 1993 - 1998
Skills
Series 7, Series 9, Series 10, Series 24, Series 63, Series 65, Life & Health Insurance, FINRA
Education
University of North Carolina at Chapel Hill 1988 — 1992
Bachelor of Arts, Communications
First Citizens Bank 2007 - Present
First Citizens Bank 2001 - 2007
First Citizens Bank 1997 - 2001
Skills
Commercial Banking, Banking, Commercial Lending, Sales Management, Loans, Business Development, Small Business Lending, Credit, Product Management, Coaching, Sales, Management, Leadership, Mortgage Lending, Strategy, Financial Services, Team Leadership, Process Improvement, Consumer Lending, Risk Management, Customer Experience, Relationship Management, Credit Analysis, Retail Banking, Loan Origination, Portfolio Management, Executive Management, Underwriting, Cash Management, Lines Of Credit, Treasury Management, Financial Analysis
Education
University of North Carolina at Chapel Hill 1981 — 1985
Bachelor of Science, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1981 — 1985
BS Business Administration, Finance, General
First Citizens Bank February 2002 - Present
Wachovia Corporation November 1999 - February 2002
Wachovia Corporation March 1998 - November 1999
Wachovia Corporation 1996 - March 1998
Wachovia Corporation 1994 - 1996
Wachovia Corporation 1992 - 1994
Wachovia Corporation 1990 - 1992
Education
UNC Chapel Hill 1986 — 1990
BA, Economics, Business
FIS - Fidelity Information Services 2012 - Present
Saratoga Financial Systems 2011 - 2012
First Citizens Bank 2006 - 2010
SunTrust Bank 2003 - 2006
SunTrust Bank June 1997 - November 2003
Skills
Enterprise Software, Program Management, SDLC, Business Process..., Governance, Software Development, Data Center, Strategic Planning, Information Technology, Leadership, Quality Assurance, Banking, Disaster Recovery, Project Management, IT Management, Integration, Mergers & Acquisitions, Vendor Management, Relationship Management, Financial Services, Executive Management, Testing
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS Finance
VantageSouth Bank September 2012 - Present
First Citizens Bank December 2010 - September 2012
Deloitte June 2006 - December 2010
Skills
SEC filings, CPA, Financial Audits, Accounting, Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2006
Masters of Accounting, Accounting
University of North Carolina at Chapel Hill 2001 — 2005
BSBA, Business
Bank of America April 2015 - Present
Shores Analytical Solutions October 2013 - Present
City National Bank August 2012 - April 2015
First Citizens Bank November 2011 - August 2012
SunTrust Bank March 2011 - December 2011
AT&T Mobility June 2010 - March 2011
Verizon Wireless April 2008 - October 2009
Verizon Wireless December 2005 - March 2008
Verizon Wireless May 2005 - November 2005
Verizon Wireless September 2003 - April 2005
Skills
CRM, Management, Analytics, Sales Operations, Strategy, Business Intelligence, Sales, Training, E-commerce, Mobile Devices, Online Marketing, Banking, Data Analysis, Cross-functional Team..., Customer Service, Customer Experience, Customer Retention, Marketing
Education
University of North Carolina at Chapel Hill 1999 — 2003
BS, Computer Science
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Computer Science
First Citizens Bank November 2013 - Present
First Citizens Bank August 2005 - October 2013
Underwriters Laboratories June 1990 - October 2004
Skills
Management, Testing, Software Documentation, Process Improvement, Project Management, Microsoft Office, Vendor Management, Team Leadership, Microsoft Excel, Cross-functional Team..., Six Sigma, Change Management, Product Development, Requirements Analysis, Visio, Project Planning, Business Analysis, Product Management, Data Analysis, SDLC, Integration, Program Management, Business Process..., Risk Management, Quality Assurance, Customer Service, Analysis, Process Engineering, Software Project..., Troubleshooting, Finance, Relationship Management, Disaster Recovery, Banking, Treasury Services, Leadership, SharePoint, Business Intelligence, PMP, PMO, IT Strategy, Team Building, Retail Banking, Systems Analysis, ITIL, Requirements Gathering, Business Process, IT Management, Electronic Payments, CRM
Education
University of North Carolina at Charlotte 1987 — 1990
BSEE, Electrical Engineering
First Citizens Bank January 1983 - Present
Skills
Loans, Credit, Customer Service, Commercial Banking, Banking, Commercial Lending, Small Business Lending, Strategic Financial..., Mergers & Acquisitions, Business Development, Credit Analysis, Strategic Planning, Financial Analysis, Strategy, Leadership, Portfolio Management, Real Estate, Process Improvement, Team Building, Public Speaking, Management
Education
University of Pennsylvania - The Wharton School 1985 — 1986
MBA, Finance
University of North Carolina at Chapel Hill 1979 — 1983
BS, Business
Cision February 2012 - Present
iContact June 2011 - February 2012
iContact October 2010 - June 2011
iContact June 2010 - October 2010
Wells Fargo, formerly Wachovia Bank July 2007 - June 2010
First Citizens Bank November 2006 - July 2007
Custom Communications March 2005 - July 2006
Custom Communications November 2004 - March 2005
Custom Communications August 2004 - November 2004
Target July 2003 - July 2004
Skills
MS Office Suite, Call Center, Managerial Experience, Billing, Customer Experience, Customer Retention, Troubleshooting, Problem Solving, Customer Service, Customer Relations, Customer Satisfaction, Salesforce.com, Team Leadership, Banking, Retail Management, Microsoft Office, Management, Teamwork, Budgets, Coaching, Training, Sales, Outlook, Microsoft Excel, Account Management, Technical Support, Leadership, Process Improvement, Project Management, Invoicing, Team Building, Call Centers, Data Analysis, CRM, SaaS, Team Management, Recruiting, Business Analysis, Customer Support, Payroll, Performance Management, Marketing, Social Media Marketing, Vendor Management, E-commerce, Analysis, Time Management, Cross-functional Team..., Retail, Sales Operations
Education
University of North Carolina at Chapel Hill 1997 — 1998
NC School of Science and Mathematics 1995 — 1997
Diploma
First Citizens Bank January 1992 - Present
Skills
Underwriting, Credit, Banking, Loans, Commercial Lending, Small Business Lending, Consumer Lending, Leadership, Financial Analysis, Portfolio Management, Sales, Commercial Banking, Sales Management
Education
UNC Chapel Hill 1976 — 1980
Bachelor's Degree, Business Administration and Management, General
LSU - Grad Sch of Banking of South 1988 — 1991
Certificate
First Citizens Bank March 2013 - Present
PNC June 2009 - March 2013
Merrill Lynch August 2008 - July 2009
RBC August 2007 - August 2008
Wells Fargo 2006 - 2007
Wells Fargo 2002 - 2006
Skills
Mortgage Lending, Consumer Lending, Loans, Leadership, Banking, Sales, Credit, Finance, Loan Origination, Small Business Lending, Credit Analysis, Commercial Banking, Strategic Partnerships, Mortgage Banking, Home Equity Lines of..., Close Attention to..., Home Equity, Home Equity Loans, Financial Analysis, Commercial Lending
Education
University of North Carolina at Charlotte 1999 — 2002
BSBA, Financial Management
Regions Financial Corporation August 2014 - Present
Bank of North Carolina December 2011 - August 2014
First Citizens Bank March 2010 - December 2011
Regions Bank September 2006 - March 2010
Bank of America 2000 - 2006
Skills
Small Business Lending, Loans, Commercial Lending, Credit, Consumer Lending, Retail Banking, Loan Origination, Financial Services, Relationship Management, Home Equity Lines of..., Sales, Credit Analysis, Mortgage Lending, Banking, Commercial Banking, Mortgage Banking
Education
University of North Carolina at Charlotte 1996 — 2000
Bachelors, Business Administration
University of North Carolina at Chapel Hill April 2013 - Present
University Physical Therapy April 2013 - Present
The University of North Carolina at Chapel Hill August 2005 - April 2013
Hy-Tech Construction October 2004 - May 2005
First Citizens Bank July 2002 - October 2004
State Employees Credit Union November 2000 - July 2002
Skills
Program Development, Budget Management, Budgets, Grant Writing, Proposal Writing, Student Affairs, Community Outreach, Database Management, Volunteer Management, Website Management, Payroll, Human Resources, Accounting, Invoicing, Interviews, Coaching, Bookkeeping, Fundraising, Data Analysis, Financial Services, Analysis
Education
University of North Carolina at Pembroke 2011 — 2013
Master of Public Administration, Healthcare Administration
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor of Arts, Political Science
First Citizens Bank January 2012 - Present
First Citizens Bank May 1999 - December 2011
Duke Energy Corporation May 1992 - May 1999
Skills
Technical writing, Documentation management, Editing, Instructional Design, Instructional Writing, Commercial Lending, Real Estate Financing, Construction loans, Process Mapping, Loan Servicing, Risk management, Real Estate Transactions, Loans, Software Documentation, Construction Loans, Risk Management, Leadership, Technical Writing, Commercial Banking, Document Management, Mortgage Lending, Credit, Banking, Strategic Planning, Business Process Mapping
Education
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor of Arts, Journalism-Advertising and Sociology
First Citizens Bank 2002 - Present
Skills
Nonprofits, Real Estate, Public Speaking, Community Outreach, Leadership Development, Loans, Leadership, Program Development, Banking, Commercial Lending, Social Media, Customer Service, Fundraising, Small Business Lending, Small Business, Community Development, Non-profits, Team Building, Strategic Planning, Mentoring, Event Planning, Volunteer Management, Coaching, Mortgage Lending, Training, Lines Of Credit, Consumer Lending, Mortgage Banking, Strategic Negotiations
Education
University of North Carolina at Chapel Hill 1979 — 1984
Industrial Relations, Psychology
Advance Auto Parts April 2015 - Present
CPA.com (contract through iSearchFinance) November 2014 - February 2015
Bank of America June 2014 - October 2014
SolomonEdwards January 2014 - March 2014
RBC Bank (Georgia) November 2012 - May 2013
Capital Bank April 2009 - May 2011
North State Bank February 2005 - March 2009
Genworth Financial March 2004 - February 2005
First Citizens Bank March 1999 - March 2004
Central Carolina Bank January 1984 - March 1995
Skills
Project Management, MS Project, Product Management, Public Relations, Advertising, MS Office Suite, Segmentation, Mergers, Analysis, Marketing Strategy, Marketing Communications, Market Planning, Market Research, Strategic Planning, Product Development, InDesign, Illustrator, Sales Management, Direct Marketing, Social Meda Marketing, Marketing Management, Online Marketing, Competitive Analysis, Budgeting, Promotions, Customer Relations, Event Management, Social Media Marketing, Market Analysis, Corporate Communications, Business Planning, Business Strategy, Brand Development, Public Speaking, Digital Marketing, E-commerce, Media Relations, Event Planning, Marketing, Sales, Leadership, Cross-functional Team..., Program Management, CRM, Banking, Business Development, Strategy, Mergers & Acquisitions, Microsoft Office, Budgets
Education
University of North Carolina at Chapel Hill 1978 — 1982
BS, Business Administration
First Citizens Bank August 1993 - Present
First Union National Bank August 1984 - August 1993
Skills
Consumer Lending, Commercial Lending, Small Business Lending, Credit Analysis, Lines Of Credit, Commercial Banking, Credit, Loans, Mortgage Lending, Underwriting, Mortgage Banking, Cash Management, Loan Origination, Banking, Construction Loans, Commercial Mortgages, Refinance, Retail Banking, Home Equity Loans, Credit Risk, USDA, Relationship Management
Education
University of North Carolina at Chapel Hill 1974 — 1978
Bachelor of Science, Business Administration
First Citizens Bank and Trust Company 2001 - Present
First Citizens Bank 1997 - 2001
First Citizens Bank 1995 - 1997
First Citizens Bank 1991 - 1995
Skills
Commercial Lending, Commercial Banking, Underwriting, Banking, Small Business, Loans, Finance, Strategic Financial..., Credit, Business Development, Retail Banking, Consumer Lending, Credit Risk, Credit Analysis, Small Business Lending, Valuation, Sales, Commercial Mortgages, Financial Services, Real Estate
Education
Stonier Graduate School of Banking at Georgetown University 1999 — 2001
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1983 — 1987
BSBA, Business Administration - Finance
First Citizens Bank December 1996 - Present
Education
University of North Carolina at Chapel Hill
AB
Western Carolina University
MBA
First Citizens Bank November 2004 - Present
First Citizens Bank January 1999 - November 2004
Skills
Strategic Planning, Banking, Commercial Lending, Loans, Finance, Underwriting, Risk Management, Public Speaking, Commercial Banking, Business Development, Leadership, Customer Service, Credit, Business Planning, Small Business, Budgets, Small Business Lending, Loan Origination, Consumer Lending, Lines Of Credit, Portfolio Management, Wealth Management, Retail Banking, Financial Analysis
Education
University of North Carolina at Asheville 1986 — 1990
BS, Management
Atlantic Bay Mortgage Group NMLS #72043 May 2014 - Present
Asheville Savings Bank February 2011 - May 2014
First Citizens Bank March 1999 - October 2005
Times News September 1989 - March 1999
Skills
Mortgage Lending, FHA, Refinance, Residential Mortgages, Loans, Mortgage Banking, Credit, USDA, Loan Origination, Customer Satisfaction, Construction Loans, VA loans, http://www.nmlsconsumera...
Education
University of North Carolina at Chapel Hill 1985 — 1989
BA, Psychology
Hendersonville High School 1981 — 1985
Regions Bank October 2014 - Present
Regions Bank December 2011 - October 2014
First Citizens Bank July 2004 - December 2011
Skills
Commercial Lending, Loans, Credit, Banking, Commercial Banking, Credit Analysis, Lines Of Credit, Financial Analysis, Sales Management, Cash Management, Relationship Management, Portfolio Management, Treasury Management, Credit Risk, Risk Management
Education
Charlotte School of Law 2007 — 2011
Juris Doctor (J.D.), Magna Cum Laude
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor's Degree, Business Administration
First Citizens Bank 2002 - Present
First Citizens Bank 1997 - 2002
Centura Bank 1986 - 1997
Education
The Stonier Graduate School of Banking 1992 — 1996
University of North Carolina at Chapel Hill 1982 — 1986
BA, Economics
CommunityOne Bank August 2012 - Present
Forest Commercial Bank November 2011 - August 2012
SunTrust Bank 2006 - November 2011
SunTrust Bank 2003 - 2006
SunTrust Bank 2001 - 2003
SunTrust Bank 1998 - 2001
First Citizens Bank 1996 - 1998
First Citizens Bank 1989 - 1996
Education
University of North Carolina at Chapel Hill 1985 — 1989
BS Business Administration, Concentration in Finance
Leadership North Carolina Class XXI
North Carolina School of Banking
South State Bank October 2013 - Present
Capital One August 2010 - September 2013
Wachovia Mortgage, a Wells Fargo Company April 1996 - September 2010
Wachovia Bank 1994 - 2009
Reitzel/Harrill Real Estate Appraisal February 1992 - November 1994
First Citizens Bank September 1985 - February 1992
Skills
Acquisition Integration, Mortgage Lending, Incentive Programs, Mortgage Banking, Strategy, Strategic Planning, Financial Analysis, Residential Mortgages, Strategic Financial..., FHA, Coaching, Financial Services, Mortgage Servicing, Recruiting, Home Equity Loans, Mergers, Finance, Loan Origination, Refinance, Mortgage Marketing, FHA financing, Mortgage Underwriting, Construction Loans, Pricing, Financial Risk, Cross Selling, Real Estate Economics, Analytics, Leadership, Program Management, Credit, Mergers & Acquisitions, Loans, Consumer Lending, Sales Management, Process Improvement, Real Estate, Management, Loss Mitigation, Investments, Executive Management, Credit Analysis, Underwriting, Banking, Commercial Lending, Risk Management, USDA, Credit Risk, Reverse Mortgages, Portfolio Management
Education
University of North Carolina at Charlotte 1980 — 1985
BS, Accounting
First Citizens Bank July 1986 - Present
IronStone Bank June 2005 - April 2011
Education
University of North Carolina at Chapel Hill 1981 — 1985
BA, English, Economic
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
First Citizens Bank August 2012 - Present
Progress Energy December 2009 - August 2012
Progress Energy June 2008 - December 2009
Progress Energy October 2007 - June 2008
Progress Energy March 2007 - October 2007
Progress Energy June 2004 - March 2007
University of North Carolina at Chapel Hill January 2003 - May 2004
Gateway October 1998 - July 2002
Skills
Program Management, SharePoint, Disaster Recovery, ITIL, Security, CISSP, Project Management, Vulnerability Assessment, Process Improvement, Information Security, Business Analysis, Risk Management, Risk Assessment, Management, Information Security..., IT Strategy, IT Operations, IT Management, IT Audit, Governance, Enterprise Software, Enterprise Architecture, Computer Security, Change Management, PMP, SDLC, CISA, Security Audits, Vendor Management, Information Technology, Leadership, Integration, Infrastructure, IT Service Management
Education
University of North Carolina at Chapel Hill 2002 — 2004
Bachelor’s Degree, Information Science, 3.96 GPA
Eye Care Associates August 2011 - Present
Outback Steakhouse June 2009 - Present
First Citizens Bank June 2010 - August 2011
Skills
Customer Service, Office Administration, Social Media, Microsoft Excel, Data Entry, Accounts Receivable, Medical Billing, Administrative..., Finance, Retail Sales, Bartending, Customer Relations
Education
University of North Carolina at Chapel Hill 2005 — 2009
BA, Psychology
NewBridge Bank (formerly Premier Commercial Bank) March 2015 - Present
Premier Commercial Bank July 2008 - March 2015
SterlingSouth Bank / Bank of NC 2000 - 2008
First Citizens Bank April 1998 - August 2000
Skills
Commercial Lending, Small Business Lending, Mortgage Lending, Loans, Commercial Banking, Business Development, Marketing Strategy, Credit Analysis, Lines Of Credit, Leadership, Finance, Banking, Strategy, New Business Development, Customer Service, Small Business, Loan Origination, FHA, Underwriting, Strategic Planning
Education
University of North Carolina at Chapel Hill 1982 — 1986
BA, English
Page High School 1979 — 1982
Kroll Bond Rating Agency, Inc. June 2015 - July 2015
University of North Carolina Rams Club October 2014 - April 2015
Charlotte Sports Foundation May 2014 - July 2014
First Citizens Bank May 2012 - August 2012
Lunasee, Inc. June 2012 - July 2012
Skills
Social Media, Event Planning, Direct Lobbying, Social Networking, Facebook, Sponsorship Relations, Sponsorship Management, Sports, Teamwork, Microsoft Word, Microsoft Excel, Teller Operations, OS X, Spanish, PowerPoint, Stata, Event Management, Microsoft Office, Leadership
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor's Degree, Economics
Woodberry Forest School 2008 — 2012
WashingtonFirst Bank July 2015 - Present
WashingtonFirst Bank November 2013 - July 2015
Deloitte and Touche LLP October 2012 - November 2013
Deloitte and Touche LLP June 2011 - August 2011
Visa June 2010 - August 2010
First Citizens Bank May 2009 - August 2009
Skills
Accounting, Auditing, Technical Accounting..., Finance, Economics, Business Law, Structured Investments, Mortgage Banking, Asset Backed Financing, US GAAP, SOX 404, Internal Controls, General Ledger..., MS Office Suite, Excel models, Banking, Equity Trading, Financial Reporting
Education
UNC Chapel Hill 2011 — 2012
Master's degree, Accounting
UNC Chapel Hill 2007 — 2011
Bachelor of Science (BS), Business Administration, Management and Operations
Deloitte University
MCHS
First Citizens Bank January 2014 - February 2015
QuikTrip February 2013 - January 2014
Chick-fil-A August 2011 - February 2013
Skills
Customer Satisfaction, Public Speaking, Customer Service, Time Management, Event Planning, Social Media Marketing, Project Management, Management, Microsoft Word, Microsoft Excel, Microsoft Office, Mathematical Modeling, Data Modeling, Data Analysis, Data Mining, Statistical Modeling, Statistical Data..., Statistical Programming, Microsoft SQL Server, Microsoft Access, Visual Basic for..., Risk Management
Education
University of North Carolina at Charlotte
Bachelor of Science (BS), Mathematics for Business- Actuarial Science, Junior
Kimley-Horn and Associates, Inc. July 2007 - Present
First Citizens Bank January 2005 - July 2007
KPMG US January 2002 - 2005
Skills
Financial Reporting, Financial Accounting, Sarbanes-Oxley, Accounting, Financial Statements, Internal Controls, Financial Analysis, Auditing, Cash Flow, General Ledger, Internal Audit, Cost Accounting, Fixed Assets, Revenue Recognition, Accruals
Education
University of North Carolina at Chapel Hill
Master's degree, Accounting
University of North Carolina at Chapel Hill
Bachelors of Science, Business Administration
SunGard Financial Systems January 2015 - Present
SunGard Financial Systems July 2014 - December 2014
First Citizens Bank May 2012 - August 2012
Champa Sushi and Thai June 2008 - August 2012
Loft March 2011 - July 2011
Skills
Customer Service, Public Speaking, Leadership, PowerPoint, Microsoft Office, Statistics, Economics, Microsoft Excel, Microsoft Word, Communication, Facebook, Research, Social Media, Time Management, Consulting
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (BS), Mathematical Decisions Sciences and Economics
East Henderson High School 2006 — 2010
High School Diploma, AP Track
Square 1 Bank February 2012 - Present
First Citizens Bank June 2009 - February 2012
First Citizens Bank January 2007 - May 2009
First Citizens Bank August 2003 - January 2007
First Citizens Bank February 1998 - August 2003
Artware Marketing 1994 - 1998
Skills
Coaching, Music, Vendor Management, IT Governance, Budgeting, Business Planning, Business Strategy, Budgets, Project Management, Governance, Leadership, IT Management, Business Development, Strategic Planning, Integration, Solution Architecture, Business Analysis, Information Technology, Software Development, Analysis, Program Management, Management, IT Strategy, Project Planning, Cross-functional Team..., Process Improvement, Team Leadership, Change Management, Business Intelligence, Business Process..., CRM, Team Building, Strategy, Contract Negotiation, Risk Management, Mergers & Acquisitions, Networking, Banking, Disaster Recovery, Start-ups, Vendor Relationships, Operations Management, Enterprise Architecture, Executive Management, IT Financial Management, Project Portfolio..., Outsourcing, SDLC
Education
University of North Carolina at Chapel Hill 1990 — 1994
BA, Secondary Education
First Citizens Bank August 2011 - Present
First Citizens Bank July 2006 - August 2011
First Citizens Bank July 2005 - June 2006
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Small Business Lending, Loans, Banking, Commercial Mortgages, Lines Of Credit, Credit, Underwriting, Risk Management, Credit Risk, Asset Based Lending, Finance, Financial Analysis, Relationship Management, Business Strategy, Business Development
Education
Wake Forest University School of Business 2008 — 2010
MBA, Business, Finance
University of North Carolina at Chapel Hill 2001 — 2005
BA, Economics, English Minor
Cree January 2005 - Present
BB&T Asset Management January 2004 - December 2004
Van Wagoner Capital Management November 1996 - June 2003
Berkeley Capital Management June 1992 - November 1996
First Citizens Bank June 1989 - June 1992
Skills
Stock Picking, Investor Relations, Portfolio Management, Equity Research, Financial Modeling
Education
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Science, Business Administration
First Citizens Bank March 2014 - Present
BB&T June 2012 - February 2014
University of North Carolina at Chapel Hill August 2010 - May 2012
Darden Restaurants 2011 - 2011
BB&T May 2008 - July 2010
BB&T January 2008 - June 2008
BB&T Asset Management May 2007 - January 2008
Skills
Financial Analysis, Financial Modeling, Leadership, Project Management, Analysis, Negotiation, Teamwork, Logistics, Cash Flow Forecasting, Creative Solutions, Credit Evaluation, Corporate Finance
Education
University of North Carolina at Chapel Hill 2010 — 2012
Master of Business Administration, Corporate Finance
University of North Carolina at Chapel Hill 2004 — 2007
Bachelor of Arts (BA), Economics and Political Science
D.H. Griffin Construction Co., LLC August 2013 - Present
TempurSealy May 2013 - Present
Robert Half Technology 2013 - 2014
TEKsystems 2013 - 2014
TEKsystems 2013 - 2014
Robert Half Technology 2013 - 2014
SmartSource Technical Staffing 2013 - 2014
SmartSource Technical Staffing 2013 - 2014
First Citizens Bank May 2013 - May 2013
Hanesbrands Inc. October 2012 - November 2012
Skills
Software Installation, Active Directory, Microsoft Office, Excel, XP, Laptops, Printers, Windows 7, Operating Systems, HP, Computer Hardware, Troubleshooting, Documentation, Customer Service, Problem Solving, Teamwork, Billing, Word, Databases, Software Documentation, Microsoft Excel, Help Desk Support, Hardware, Access, Windows Server, Operating System..., Remote Server..., Servers, Dell, Lenovo, Teamviewer, Kaseya, Invoicing, System Administration, Data Center, Windows XP, Dell Computers, Citrix, VPN, Remote Desktop, Microsoft Word, Microsoft Exchange, SharePoint, Testing, TeamViewer
Education
University of North Carolina at Chapel Hill 1973 — 1977
Bachelors, Radio-TV-Motion Pictures, Computers
UNC Chapel Hill 1973 — 1977
Bachelor of Arts, Radio, TV, Motion Pictures
Allen Tate Realtors October 2010 - Present
Carolina Trust Bank December 2004 - June 2010
First Citizens Bank June 1997 - December 2004
Education
University of North Carolina at Charlotte 1988 — 1992
BA, Business and Psychology
Xavier High School 1984 — 1988
Diploma
Provident Funding Associates L.P. June 2013 - Present
Sovereign's Capital May 2012 - December 2012
Northwestern Mutual May 2011 - March 2012
First Citizens Bank May 2010 - August 2010
Skills
Business Analysis, Financial Analysis, Due Diligence, Personal Financial..., Finance, Venture Capital, Analysis, Microsoft Office, Financial Services
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Management and Society
First Citizens Bank September 2007 - Present
Northwestern Mutual Financial Network May 2005 - September 2007
Apex Systems August 2000 - May 2005
Skills
Sourcing, Pipelining, Recruiting, Financial Services, Staff Development, Internet Recruiting, Applicant Tracking..., Talent Acquisition
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA, Communications
St Luke's 1982 — 1992
Jabian Consulting December 2014 - Present
IBM August 2013 - December 2014
First Citizens Bank May 2010 - August 2012
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Data Analysis, Training, Leadership, Project Management, Microsoft Word, Social Media, Photoshop, Change Management, Sales, Consulting, Strategy, Management, CRM, Business Analysis, Business Process, Analytics, Program Management, Business Strategy
Education
University of North Carolina at Chapel Hill 2009 — 2013
Communications, B.A, Interpersonal & Organizational Communication
Adlai E. Stevenson High School 2005 — 2009
First Citizens Bank November 2014 - Present
GlaxoSmithKline (GSK) August 2001 - 2014
GlaxoSmithKline December 1999 - July 2001
Skills
ITIL, IT Service Management, Process Improvement, Troubleshooting, Integration, Enterprise Architecture, Management, System Deployment, Quality Assurance, Enterprise Software
Education
University of North Carolina at Charlotte 1986 — 1991
BS, Business - Management Information Systems
SunTrust Bank July 2013 - Present
First Citizens Bank August 2003 - April 2013
Wachovia 1980 - 2003
Skills
Small Business Lending, Banking, Commercial Banking, Credit, Loans, Credit Analysis, Consumer Lending, Lines Of Credit, Commercial Lending, Retail Banking, Mortgage Lending, Commercial Mortgages, Wealth Management, Loan Origination, Underwriting
Education
University of North Carolina at Chapel Hill 1975 — 1980
University of North Carolina General Administration December 2012 - Present
Greater Raleigh Chamber of Commerce March 2004 - December 2012
North Carolina Electronics & Information Technologies Association (currently NCTA) September 2003 - February 2004
US House of Representatives January 2000 - March 2003
First Citizens Bank February 1997 - October 1999
National Bank of Commerce January 1995 - February 1997
Skills
Public Policy, Governmental Affairs, Economic Development, Grassroots Organizing, Legislative Relations, Government, Coalitions, Policy, Event Planning, Fundraising, Public Relations, Legislation, State Government, Strategic Communications, Political Campaigns, Public Speaking, Speech Writing, Policy Analysis, Community Outreach, Legislative Research, Media Relations, Public Affairs, Volunteer Management, Community Development, Political Consulting, Grassroots, Politics, Association Management, Legislative Affairs, Nonprofits, Strategic Planning, Crisis Communications
Education
University of North Carolina at Chapel Hill 1990 — 1994
B.A., Political Science
Episcopal High School
Episcopal High School
Episcopal High School
Episcopal High School
Behrman Capital May 2007 - Present
First Citizens Bank January 2000 - May 2007
Skills
Private Equity, Investment Banking, Calendaring, Corporate Finance, Travel Arrangements, Microsoft Excel, Equities, Executive Support, Calendars, Budgets
Education
University of North Carolina at Chapel Hill
First Citizens Bank July 2006 - Present
American Express September 2002 - July 2006
American Express 1996 - September 2002
Education
University of North Carolina at Greensboro 1994 — 1995
MA, Economics
University of North Carolina at Asheville 1990 — 1994
BA, Economics
First Citizens Bank August 1989 - Present
Education
University of North Carolina at Chapel Hill
BA, Political Science
GSK January 2015 - Present
GlaxoSmithKline September 2011 - Present
First Citizens Bank July 2010 - November 2011
Ernst & Young August 2004 - July 2010
Skills
IT Audit, Internal Audit, Sarbanes-Oxley Act, Risk Management, Internal Controls, Auditing, Enterprise Risk..., Accounting, CISA, Financial Reporting, Financial Analysis, GAAP, External Audit, Process Improvement, Change Management, CRISC
Education
University of North Carolina at Chapel Hill 2003 — 2004
Masters, Accounting
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Science, Business Administration
First Citizens Bank June 2015 - Present
TD June 2012 - June 2015
HomeTrust Bank October 2006 - June 2012
Kledis & Company, CPA's, PA August 1999 - May 2005
Cherry, Bekaert, & Holland, LLP July 1998 - August 1999
Skills
Accounting, Banking, Finance, Strategic Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1998
MA, Accounting
University of North Carolina at Charlotte 1992 — 1997
BA, Biology
TD Bank Group February 2014 - Present
First Citizens Bank 2010 - February 2014
Oak Value Capital Management 1997 - September 2008
Seaboard Investment Advisers April 1992 - December 1997
Skills
Portfolio Strategy, Portfolio Management, Equity Research, Banking, Fixed Income, Investments, CRM, Finance, Leadership, Business Strategy, Asset Allocation, Wealth Management, Trading, Management, Investment Management, Equities, Asset Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Investments & Corporate Strategy
Virginia Polytechnic Institute and State University - Pamplin College of Business 1983 — 1987
B.S., Finance
Bank of America July 2004 - March 2009
Bank of America September 2002 - July 2004
Bank of America October 2000 - September 2002
Bank of America December 1995 - October 2000
First Citizens Bank January 1990 - June 1992
Skills
Marketing Communications, Marketing, Strategy, Product Management, Product Development, Program Management, Strategic Planning, Direct Mail, Project Management, Management, Product Launch, Training, Budgets, Analysis
Education
Wake Forest University School of Business 1992 — 1994
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1989
BS, Undergraduate Business School
ProStaffing February 2015 - Present
Alpha Printing & Mailing August 2012 - February 2015
Carolina Trust Bank 2008 - 2012
First Citizens Bank 2005 - 2008
Peoples Bank February 1998 - April 2005
First Union Bank August 1986 - 1992
Skills
Customer Service, Strategic Hiring, Organizational Needs..., Direct Marketing, New Business Development, Team Management, Collaborative Problem..., Advertising Sales, B2B, Strategic Planning, Salesforce.com, Team Building, Sales, Small Business Lending, Commercial Lending, Business Development, Teamwork, Consumer Lending, Asset Based Lending, Sales Presentations, Sales Management, Team Leadership, Leadership, Hiring Practices, Temporary Staffing, Staff Management, Branch Banking, Retail Banking, Retail Sales, Marketing Strategy
Education
University of North Carolina at Charlotte 1978 — 1982
Bachelor's Degree, Biology/Psychology
Kforce / Saic June 2013 - Present
IntePros Federal October 2012 - July 2013
Delta Solutions February 2012 - December 2012
Apex Systems subcontract for HP March 2011 - December 2011
Oran subcontract for Lockheed Martin May 2010 - March 2011
Professionals in Transition 2010 - 2011
First Citizens Bank December 2008 - February 2009
First Citizens Bank October 2007 - February 2008
Morton Metalcraft 2004 - 2007
EquiFirst 2004 - 2004
Skills
Business Intelligence, Oracle, Cognos, Crystal Reports, Data Warehousing, Powerplay, Query Studio, Transformer, Impromptu, Cognos ReportNet, SDLC, Analysis, Quality Assurance, Integration, SQL, Software Documentation
Education
University of North Carolina at Chapel Hill
BS, Math, Computer Science Option
Greenway Solutions November 2014 - Present
First Citizens Bank September 2010 - November 2014
First Citizens Bank June 2007 - February 2011
Skills
Call Center, Customer Experience, Financial Modeling, Banking, Consumer Lending, Small Business Lending, Commercial Banking, Loans, Commercial Lending, Mortgage Servicing, Sales Management, Risk Management, Retail Banking, Mergers, Management, Financial Services, Credit, Business Analysis, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill 1988 — 1992
Office of State Human Resources July 2013 - Present
P&P Academy April 2011 - July 2013
Blue Cross Blue Shield of North Carolina September 2001 - April 2011
First Citizens Bank July 1997 - September 2001
Skills
Certified Compensation..., SHRP, Deferred Compensation, Employee Benefits, PeopleSoft, Benefits Administration, Compensation & Benefit, Succession Planning, Workforce Planning, Job Evaluation, Incentive Programs, Performance Management, Leadership, HR Consulting
Education
UNC Charlotte
Master's degree, Public Administration
North Carolina Central University
Bachelor of Arts (BA), Public Administration
First Citizens Bank April 2015 - Present
First Citizens Bank July 2013 - Present
Bank of Commerce August 2006 - July 2013
Skills
Accounts Payable, Training, Financial Analysis, Financial Reporting, Disaster Recovery, Banking, Cash Management, Software Documentation, Credit, Internal Audit, Accounting, Credit Analysis, Management, Auditing, Credit Risk, Cash Flow, Risk Management
Education
University of North Carolina at Charlotte 2007 — 2010
Bachelors of Science, Accounting
University of North Carolina at Charlotte - Belk College of Business 2002 — 2006
BSBA, Management
Nourish Post Partum Doula Services May 2014 - Present
Gallery on the Go April 2014 - Present
Performance Finish Rocky Mountain October 2013 - Present
First Western Trust Bank June 2010 - May 2011
First Western Trust Bank August 2007 - June 2010
First Citizens Bank 2003 - 2007
First Citizens Investor Services 2003 - 2007
Skills
Certified Lactation..., Lactation, Doula Services, Breastfeeding, Art, Acrylic Painting, Floor Finishing, Tile and Grout..., Wealth Management, Banking, Portfolio Management, Risk Management, Private Banking, Audiology
Education
University of North Carolina at Chapel Hill 1996 — 1999
Bachelor of Arts (B.A.), Communication Sciences and Disorders, General
First Citizens Bank July 1997 - Present
Education
University of North Carolina at Charlotte
First Citizens Bank January 2010 - Present
Inter-Faith Food Shuttle 2010 - 2011
First Citizens Bank September 2006 - February 2010
Wachovia Bank 2003 - 2006
Wendys International 1995 - 2003
Skills
Loans, Credit, Credit Analysis, Leadership, Management, Process Improvement, Finance, Investments, Financial Analysis, Banking, Financial Services, Underwriting, Small Business Lending, Commercial Lending, Commercial Banking, Team Building, Mortgage Banking, Portfolio Management, Loan Origination, Mortgage Lending
Education
University of Phoenix 2009 — 2011
MBA, Business
University of North Carolina at Chapel Hill 1986 — 1990
BA, Economics
First Citizens Bank March 2008 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2007
Fayetteville Academy
First Citizens Bank December 2007 - Present
Skills
Needs Analysis, Blended Learning, ADDIE, Instructor-led Training, Instructional Design, Performance Consulting, SnagIt, Banking, Learning Management, Training Delivery, E-Learning, Training
Education
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor of Science (B.S.), Business Administration
First-Citizens Bank & Trust Co. July 1999 - Present
First Citizens Bank 1999 - Present
Education
UNC-Chapel Hill
First Citizens Bank June 1992 - April 2002
Skills
Sales Management, Customer Service, Microsoft Excel, Microsoft Office, Budgets, Public Speaking, Marketing
Education
University of North Carolina at Chapel Hill 1984 — 1988
Bachelor of Arts (BA), Labor and Industrial Relations
First Citizens Bank June 2005 - Present
Skills
Mortgage Lending, Loan Origination, FHA, Loans, Banking, Credit Analysis, Refinance, Credit, Mortgage Banking, Small Business Lending
Education
University of North Carolina at Chapel Hill 1988 — 1992
Economics
Pick Kindness June 2014 - Present
First Citizens Bank June 2012 - Present
Wells Fargo May 2011 - June 2012
O2 Fitness May 2007 - April 2011
Skills
Sales, Customer Service, Coaching, Marketing, Event Planning, Cold Calling, Sales Management, Leadership, Team Leadership, Time Management, Account Management, Business Development, Management, Team Building, Microsoft Office, Social Media
Education
University of North Carolina at Chapel Hill 2003 — 2007
BS, Math Decision Sciences
Wells Fargo August 2010 - Present
Evergreen Investments April 2000 - August 2010
Wachovia June 1996 - August 2010
Aon Consulting September 1995 - June 1996
First Citizens Bank June 1994 - September 1995
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1994
BS, Business Administration
First Citizens Bank September 2008 - Present
First Citizens Bank 2008 - 2012
First Citizens Bank August 2006 - August 2008
First Citizens Bank December 2000 - August 2006
Investors Title Insurance Co March 1994 - December 2000
Investors Title Ins Co March 1996 - September 2000
Skills
Credit, Mortgage Lending, Underwriting, Real Estate, Banking, Risk Management, Retail Banking, Portfolio Management, Loan Origination, Mortgage Banking, Credit Analysis, Small Business Lending, Financial Services, Credit Risk, Loan Servicing, Insurance, Operational Risk, Construction Loans, Policy, Commercial Mortgages, Business Development, Leadership, Management
Education
Western Carolina University 2010 — 2011
PMC
Johnston Community College 1997 — 2008
University of North Carolina at Charlotte 1990 — 1993
BS
Western Alamance 1984 — 1988
First Citizens Bank April 2010 - Present
Wachovia Corporation Legal Division April 2002 - August 2009
First Union National Bank February 1999 - April 2002
Wachovia Bank, N.A. April 1993 - January 1999
Skills
Wealth Management, Compliance, Risk Management, Legal Compliance, Retirement Planning, Management, Securities, Banking, Portfolio Management, Asset Management
Education
University of North Carolina School of Law 1988 — 1991
JD, Law
University of North Carolina at Chapel Hill 1981 — 1985
BA, English & Economics
First Citizens Bank September 2014 - Present
First Citizens Bank September 2009 - September 2014
Skills
Leadership, Loans, Credit, Strategic Planning, Vendor Management, Sales, Team Building, Customer Service, Retail Banking, Financial Analysis, Sales Management, New Business Development, Marketing, Program Management, Contract Negotiation, CRM, Budgets, Marketing Strategy, Project Management, Sales Presentations, Retail Sales, Small Business, Business Services, Sales Management..., Sales Coaching
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
First Citizens Bank Vice PresidentWachovia, A Wells Fargo Company1987 - 2002
Wachovia Bank and First Citizens Bank 1985 - 2002
Skills
Tax, Estate Planning, Wealth Management, High Net Worth..., Estate Tax Planning, Strategic Financial..., Wealth, Trusts, Retirement Planning, Wealth Management..., Trust Services, Financial Planners, Trust Management, Fiduciary Services, Estate Administration, Personal Financial..., Financial Planning
Education
Wake Forest University School of Law 1982 — 1985
JD, Law
University of North Carolina at Chapel Hill 1975 — 1979
BSBA, Accounting
First Citizens Bank March 2015 - Present
First Citizens Bank November 2011 - March 2015
Wachovia, A Wells Fargo Company January 2010 - November 2011
Sparrow & Associates May 2006 - December 2009
UNC Neuroscience Hospital September 2001 - August 2002
Education
University of North Carolina at Chapel Hill 2001 — 2006
Biology and Psychology
School name:
IMG College March 2013 - Present
IMG College January 2012 - March 2013
IMG College November 2008 - January 2012
ISP Sports January 2006 - October 2008
ISP Sports September 2004 - December 2005
First Citizens Bank September 2002 - August 2004
First Citizens Bank September 2001 - September 2002
Skills
Sponsorship, Accounts Payable, Accounts Receivable, Account Reconciliation, Accruals, Journal Entries, Month End Close, Balance Sheet Review, Forecasting, Budget Forecasts, Budget Process, Reporting & Analysis, Variance Analysis, Financial Analysis, Financial Reporting, Pro Forma Development, Microsoft CRM, SAP, Microsoft Office, Accounting, Social Media Marketing, Marketing, Sports, Sports Marketing, Advertising, Event Planning, Budgets, Sports Management, Account Management
Education
University of North Carolina at Chapel Hill 1997 — 2001
First Citizens Bank September 2006 - Present
Wachovia, A Wells Fargo Company May 2003 - September 2006
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, Economics
First Citizens Bank April 2007 - Present
University of North Carolina at Chapel Hill November 1998 - April 2007
Lee County School District November 1998 - February 1999
Central Carolina Community College September 1997 - October 1998
Central Carolina Community College April 1997 - October 1998
University of North Carolina at Chapel Hill April 1997 - April 1997
University of North Carolina at Chapel Hill September 1994 - December 1995
Skills
COBOLII, VSAM, CICS, Easytrieve, JCL, SCCM, TSO, Troubleshooting, Change Management, Teamwork, MVS, Project Planning, Technical Support, Project Management, SCOM, HTML, JavaScript, CSS, CLIST, IDMS
Education
Central Carolina Community College 1996 — 1998
Associate of Arts and Sciences (A.A.S.), Information System Technology-Programming
Central Carolina Community College 1996 — 1998
Associate of Arts and Sciences (A.A.S.), Information System Technology
University of North Carolina at Chapel Hill 1991 — 1995
BA, History, Folklore (minor)
First Citizens Bank 2003 - Present
Skills
Commercial Banking, Loans, Commercial Lending, Banking, Small Business Lending, Mortgage Lending, Credit, Loan Origination, Lines Of Credit, Commercial Mortgages, Mortgage Banking, Consumer Lending, Credit Analysis, Wealth Management, Management, Strategic Planning, Underwriting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA
University of North Carolina at Chapel Hill 1986 — 1990
BA, History (BA)
Independent Contractor November 2011 - Present
First Citizens Bank 1998 - November 2011
American Express February 1986 - March 1998
Education
University of North Carolina at Chapel Hill 1972 — 1982
Masters, Instructional Design
First Citizens Bank Assistant Branch ManagerFirst Citizens BankApril 1999 - October 2000
BB&T October 1998 - April 1999
First Citizens Bank August 1997 - September 1998
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1995
BSBA, Business Administration
First Citizens Bank August 2005 - Present
Education
University of North Carolina at Chapel Hill
Investors Title Insurance Company August 2005 - Present
Fonville Morisey Realty 2002 - 2005
First Citizens Bank 1997 - 2002
Skills
Title Insurance, Mortgage Lending, Mortgage Banking, Loans, Real Estate
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, Journalism
First Citizens Bank May 1997 - Present
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Lines Of Credit, Loans, Banking, Commercial Mortgages, Consumer Lending, Loan Origination, Credit Analysis, Small Business, Mortgage Banking, Credit, Refinance, Retail Banking, Mortgage Lending, FHA
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1997
BSBA, Business
Cancer Treatment Centers of America May 2015 - Present
First Citizens Bank June 2012 - May 2015
Wilson Medical Center March 2012 - June 2012
RBC Bank November 2006 - March 2012
RBC Bank January 2001 - November 2006
RBC Bank July 1997 - January 2001
Mid-East Regional Housing Authority June 1996 - May 1997
Skills
Compensation, Banking, Job Evaluation, Compliance, Employee Relations, Financial Analysis, HR Consulting, Mergers, HRIS, Incentive Programs, HR Policies, Strategic Planning, Benchmarking, Vendor Relations, Business Analysis, Coaching, Sales Compensation, Performance Management, Compensation & Benefit, Payroll, Deferred Compensation, Leadership, Compensation Structures
Education
University of North Carolina at Chapel Hill 1991 — 1996
BA, Industrial Relations
First Citizens Bank January 2004 - December 2005
First Citizens Bank June 2002 - January 2004
First Citizens Bank January 2002 - June 2002
First Citizens Bank July 1998 - January 2002
The Winslows' Corporation, dba Amy's Hallmark January 1997 - July 1998
Cary R&D Enterprises, dba Lynn's and Daphne's Hallmark January 1996 - January 1997
Skills
Internal Controls
Education
University of North Carolina at Chapel Hill 1993 — 1995
Bachelor of Arts (BA), History & Political Science
University of North Carolina at Greensboro 1991 — 1993
Freudenberg IT LP November 2014 - Present
Fujitsu November 2013 - November 2014
Xerox Corporation November 2007 - November 2013
First Citizens Bank April 2004 - November 2007
University of North Carolina at Chapel Hill July 1997 - April 2004
Skills
Project Management, Storage, Disaster Recovery, Virtualization, Process Improvement, Data Center
Education
UNC Chapel Hill 1995 — 1999
Bachelor of Arts (BA), History
First Citizens Bank October 2013 - Present
First Citizens Bank September 2004 - September 2013
Skills
Customer Service, Windows, Research, Teaching, Photoshop
Education
University of North Carolina at Chapel Hill
Master of Arts (MA)
University of North Carolina at Chapel Hill
Bachelor of Arts (BA) cum laude
First Citizens Bank May 2012 - Present
Education
University of North Carolina at Charlotte 2013 — 2016
First Citizens Bank July 1999 - Present
Education
University of North Carolina at Chapel Hill 1972 — 1976
Accounting
First Citizens Bank August 2008 - Present
KeyBank May 1998 - October 2007
American Red Cross January 1988 - December 1994
Skills
Call Centers, Commercial Banking, Commercial Lending, Credit Analysis, Retail Banking, Banking, Credit, Marketing, Consumer Lending, Cash Flow Lending, Cash Flow, Laboratory Skills, Quality Control, Retail Sales, Retail Marketing, Marketing Strategy, Marketing Communications
Education
University of North Carolina at Chapel Hill 1983 — 1987
Bachelor's degree, Biology/Biological Sciences, General
East Mecklenburg High School 1980 — 1983
SunTrust Bank 2012 - 2013
First Citizens Bank January 2005 - June 2012
Wachovia Corporation September 1989 - December 2004
Education
University of North Carolina at Chapel Hill
Bachelor of Arts, Economics / Industrial Relations
Wells Fargo June 2009 - Present
Wachovia Bank 2006 - 2009
Wachovia Bank 2003 - 2006
Fidelity Bank 2002 - 2003
Wachovia Bank 2001 - 2002
First Citizens Bank 1978 - 2001
Skills
Credit, Banking, Commercial Lending, Commercial Banking, Real Estate Lending, Branch Management, Management, Portfolio Management, Credit Analysis
Education
University of North Carolina at Chapel Hill 1973 — 1977
Bachelor of Science (B.S.)
BB&T May 2015 - Present
First Citizens Bank April 2005 - May 2015
Macon Bank April 2004 - June 2005
BB&T July 2002 - March 2004
Education
University of North Carolina at Asheville 1996 — 1998
Bachelor of Science (B.S.), Financial Managment and Economics
Wright State University 1994 — 1996
Work towards Degree, General Education Classes