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,
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First Citizens Bank Employees
PNC February 2015 - Present
Currenlty SAHM June 2014 - February 2015
First Citizens Bank October 2013 - July 2014
Sunrise Camping Center August 2012 - July 2013
Pampered Chef January 2012 - November 2012
Bath and Body Works October 2011 - January 2012
Bank of America October 2009 - August 2011
Walmart May 2009 - October 2009
Walt Disney World January 2009 - May 2009
Bottom Dollar Food May 2007 - January 2009
Skills
Customer Service, Sales, Time Management, Accounting, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Management, Customer Satisfaction, Team Building, Public Speaking, Budgets, Training
Education
cvcc 2012 — 2014
Associate of Arts (A.A.)
St. Stephens High School
High School Diploma
Caldwell Community College and Technical Institute
First Citizens Bank January 2015 - Present
First Citizens Bank January 2012 - December 2014
Wells Fargo August 2009 - January 2012
Wachovia/ Wells Fargo August 2007 - August 2009
Wachovia June 2006 - August 2007
Skills
Loans, Banking, Private Banking, Management, Small Business Lending, Commercial Lending, Cash Management, Investments, Insurance, Portfolio Management, Wealth Management, Leadership, Retail Banking, Business Development, Credit
Education
Auburn University, College of Business 2001 — 2005
Bachelor of Science in Business Administration, Finance
UGA - Terry College of Business 2013 — 2014
Executive Program for Certified Financial Planning
Marist High School 1995 — 2001
Regions Bank September 2010 - Present
First Citizens Bank January 2008 - July 2010
Georgian Bank February 2007 - July 2010
Wachovia, A Wells Fargo Company January 1995 - October 2007
HomeBanc 1979 - 1995
HomeBanc 1979 - 1995
Skills
Banking, Commercial Lending, Commercial Banking, Small Business Lending, Mortgage
Education
Brenau University 1975 — 1979
bs, Business Administration
Larson Automotive Group December 2014 - Present
Larson Automotive Group April 2014 - December 2014
USO Puget Sound Area September 2008 - November 2014
Swarner Communications August 2010 - October 2012
First Citizens Bank September 2009 - March 2010
PartyLite 2009 - 2010
Liberty Inn July 2006 - March 2007
Fort Bliss Lodging January 2006 - April 2006
Skills
Outlook, Microsoft Office, Customer Service, Word, Excel, Customer Relations, Scheduling, Research, Accounts Receivable, Public Speaking, Problem Solving, Writing, Social Media, Teamwork, Customer Satisfaction, Data Entry, Administrative Support, Administrative..., Microsoft Word, Social Media Marketing, Training, Microsoft Excel, Process Scheduler, Community Outreach, Event Planning, Nonprofits, Social Networking, Public Relations, Volunteer Management, Leadership, Team Building, Government, Editing, Policy, Blogging, Leadership Development, Time Management, Management, Administrative...
Education
Brookdale Community College 1985 — 1986
First Citizens Bank January 2011 - Present
RBC Bank January 2008 - January 2011
RBC Bank January 2005 - January 2008
Discover Financial Services January 1998 - December 2005
Unified Merchant Services/ A First Data-NationsBank Venture August 1996 - November 1998
Skills
Cold Calling, Portfolio Management, Value Selling, Relationship Building, Team Building, Outside Prospecting..., Cost Analysis and..., Microsoft Excel, Microsoft Word, PowerPoint, Coaching and Development, Banking, Loans, Event Planning, Business Development
Education
Auburn University 1989 — 1994
Bachelor of Science, Business Management/Minor in Marketing, Business, Management, Marketing, and Related Support Services
First Citizens Bank June 2015 - Present
First Citizens Bank June 2014 - Present
First Citizens Bank & Trust of South Carolina August 2011 - June 2014
Regions Bank April 2010 - August 2011
Farmers Home Furniture January 2009 - April 2010
SunTrust Bank 2007 - 2008
Skills
Credit, Customer Service, Loans, Banking, Sales, Customer Satisfaction, Leadership, Consumer Lending, Finance, Management, Marketing, Credit Analysis, Small Business Lending, Loan Origination, Commercial Lending, Marketing Strategy, Motivated self-starter, Enjoy Working with..., Enthusiasm to learn, Commercial Banking, Retail Banking, Outstanding Communicator, Sales Management, Computers, Problem Solving, Work Ethic, Teamwork, Goal Oriented, Lines Of Credit, Cross Selling, Mortgage Lending, Deposits, Mortgage Banking, Financial Services, Portfolio Management, Accounts Payable, Account Management, Goal-driven leader, Employee Training, Employee Management, Interviews, Online Advertising
Education
Madison County High School 2002 — 2006
Athens Technical College
Business Administration and Management, General
Currently Unemployed December 2011 - Present
First National Bank of Southern California 2011 - 2011
San Diego National Bank August 2006 - September 2009
First Citizens Bank July 2009 - August 2009
Temecula Valley Bank October 2008 - July 2009
San Diego National Bank January 2005 - August 2006
San Diego County Credit Union February 2000 - January 2005
Pacifica DelMar Restaurant February 1995 - October 1999
Skills
Fluent in Spanish, Notary Public, Loans, Banking, Credit, Branch Banking, Cross Selling, Credit Analysis
Education
California Culinary Academy 1990 — 1991
Associates Degree, Culinary Arts
University of San Diego 1988 — 1989
Not Applicable, General Studies/Psychology
College of Notre Dame 1987 — 1988
Not Applicable, General Studies
Notre Dame Academy Girl's High School 1984 — 1987
Diploma, General Studies
SunTrust Bank 2014 - Present
Fidelity Investments June 2013 - May 2014
First Citizens Bank April 2009 - November 2012
Wachovia, A Wells Fargo Company February 2000 - March 2009
BuckInvestor.com 1997 - 1999
Education
Auburn University 1994 — 1996
Masters Public Administration
Auburn University 1990 — 1994
Bachelor of Science, Health Services Administration
Puget Sound Bank August 2013 - Present
First Citizens Bank October 2012 - July 2013
Seattle Bank June 2011 - October 2012
JPMorgan Chase August 2009 - June 2011
Education
Bellevue Community College
National Bank of Arizona March 2014 - Present
First Citizens Bank March 2010 - Present
Hampden Bank August 2008 - August 2009
First Citizens Bank formerly IronStone Bank September 2007 - July 2008
BBVA Compass March 2006 - August 2007
Bank of America March 2005 - March 2006
1st National Bank of Arizona now Mutual Bank of Omaha November 2002 - March 2005
Skills
Banking, Lines Of Credit, Commercial Mortgages, Commercial Banking, Small Business Lending, Relationship Management, Healthcare Banking, Finance, Treasury Management, Cash Management, SBA, Commercial Real Estate, SBA 504, Commercial Lending, Real Estate Financing, Credit, Credit Analysis, Loans, Loan Origination, Portfolio Management
Education
Bob Jones University
Marketing Management
Fifth Third Bank December 2013 - Present
Wells Fargo October 2012 - December 2013
First Citizens Bank August 2011 - November 2012
Regions Bank April 2009 - August 2011
Wachovia Bank, N.A. July 2003 - March 2009
Wachovia Bank, N.A. October 1997 - July 2003
Bank One January 1991 - 1997
Skills
Commercial Banking, Banking, Leadership, Commercial Real Estate, Commercial Lending, Loans, Credit, Credit Analysis, Underwriting, Portfolio Management, Financial Analysis, Lines Of Credit, Cash Management, Risk Management, Credit Risk, Treasury Management
Education
University of Utah - David Eccles School of Business 1994 — 1997
MBA, Business
Brigham Young University 1989 — 1991
BS, Business - emphasis: Int'l Finance
First Citizens Bank October 2011 - Present
Bank of America April 2007 - October 2011
Skills
Mortgage Lending, Loans, Credit
Education
Averett University 1976 — 1979
BS, Business
First Citizens Bank December 2014 - August 2015
Community 1st Bank November 2013 - November 2014
JPMorgan Chase July 2011 - November 2013
Wells Fargo SBA Lending November 2002 - July 2010
Skills
Finance, Credit, Business Development, Loans, SBA, Start-ups, Commercial Banking, Banking, Mortgage Lending, Commercial Lending, Portfolio Management, Management, Financial Analysis, Real Estate, Sales, Small Business Lending, Credit Analysis, Loan Origination, Marketing, Lines Of Credit, Commercial Mortgages, Underwriting, Relationship Management, Commercial Real Estate
Education
California State University-Chico
Bachelor of Arts, Psychology and Business
Prosperity Home Mortgage, LLC April 2014 - Present
Wells Fargo Home Mortgage July 2012 - April 2014
First Citizens Bank February 2007 - June 2012
Access National Mortgage November 2005 - February 2007
Skills
FHA, Sales, Mortgage Lending, Banking, Real Estate, Credit Analysis, Underwriting, Credit, USDA, Mortgage Banking, Refinance, Insurance, Loan Origination, Investment Properties, Sales Management, First Time Home Buyers, FHA financing, VA loans, Residential Mortgages, Loans, Construction Loans, Government Loans, Residential Homes, Reverse Mortgages, Home Equity Lines of..., Investments, HUD, Real Estate Financing, Consumer Lending, Referrals, Certified Mortgage..., Mortgage Underwriting, Home Equity Loans, VA Loans, FHA Financing
Education
Blue Ridge Community College 1993 — 1995
Associate of Arts and Sciences (AAS), Business, Management, Marketing, and Related Support Services
Bluefield State College 1985 — 1987
Accounting and Business/Management
Bank of America June 2014 - Present
First Citizens Bank August 2011 - June 2014
Wells Fargo Bank August 2010 - August 2011
Wells Fargo Financial January 2010 - July 2010
Madison Memorial Hospital September 2009 - December 2009
Pinnacle Security February 2007 - August 2009
Skills
Customer Service, Excel, Spanish, Financial Analysis, Customer Relations, Strategic Planning, Microsoft Excel, Microsoft Office, PowerPoint, Management, Microsoft Word, Outlook, Banking, Sales, Leadership, Marketing, Sales Management, Team Building, Training, Budgets, Risk Management, Team Leadership, Credit, Finance, Small Business Lending
Education
Kennesaw State University - Michael J. Coles College of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services, 4.0
Brigham Young University - Idaho 2004 — 2010
BA, Business Managment
QTC Medical June 2012 - Present
Pentagon Federal Credit Union April 2007 - November 2010
American General Financial Services October 2006 - March 2007
Andrews Federal Credit Union July 2005 - June 2006
First Citizens Bank September 2004 - June 2005
BB&T September 2003 - August 2004
Allsouth Federal Credit Union May 2001 - August 2003
First Citizens Bank February 2001 - May 2001
Bank of America October 1998 - December 2000
First Citizens Bank November 1994 - April 1998
Skills
Laboratory Procedures, Credit, Loans, Data Entry, Banking, Outlook, Microsoft Excel, Microsoft Office, Insurance, PowerPoint, Phlebotomy, Electrocardiograph, Customer Service, Receptionist Duties, Management, Training, Leadership, Accounting, Sales, Auditing, Laboratory
Education
CollegeAmerica 2011 — 2012
Associate of Science (A.S.), Medical Specialties
U.S Career Institute, Fort Collin 2009 — 2010
Certificate, Medical Assistant
Ashworth University 2002 — 2007
Associate of Science Degree, Health Care Management
First Citizens Bank September 2014 - Present
Bank of the West February 1998 - June 2014
Skills
Commercial Banking, Small Business Lending, Credit, Treasury Services, Retail Banking, Customer Service, Credit Analysis, Banking, Merchant Services, Cash Management, Commercial Lending, Sales, Loans, Consumer Lending, Mortgage Lending, Cross Selling, Private Banking, Loan Origination, Credit Cards, Treasury Management, Lines Of Credit, Deposits, Internet Banking, Relationship Management, Asset Based Lending, Credit Risk, Commercial Mortgages, Branch Management, Payments, Core Banking, Financial Services, ACH, Cash Flow Lending, Portfolio Management, SBA, Financial Institutions, Branch Banking, Underwriting, Electronic Payments, Financial Analysis, Risk Management, Investments, Wealth Management, Financial Risk, FX Options, Refinance, Mortgage Banking, Debit Cards, Construction Loans, Finance
Education
Baker University
The County Federal Credit Union July 2008 - Present
First Citizens Bank June 1992 - January 2007
Northern National Bank November 1981 - February 1992
Skills
Information Security, IT Audit, Risk Management, Information Security..., Business Continuity, Disaster Recovery, PCI DSS, Security, Governance, Network Security, Risk Assessment, Vulnerability Assessment
Education
Baker College Center for Graduate Studies 2000 — 2002
Master of Business Administration (M.B.A.), Computer/Information Technology Administration and Management
University of Maine at Presque Isle 1982 — 1996
Bachelor of Arts (B.A.), Accounting
Arden Engineering Constructors, LLC 2011 - 2013
Unique Metal Works, LLC January 2010 - October 2011
Unique Metal Works, Inc. January 2007 - October 2010
The Home Depot January 2006 - January 2007
First Citizens Bank November 2004 - May 2005
Nations Heritage FCU June 2004 - November 2004
Sturdy Memorial Hospital June 2002 - August 2003
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Outlook, PowerPoint, Administrative..., Teamwork, Data Entry, Invoicing, Telephone Skills
Education
Bristol Community College 2014 — 2016
Associate's degree, Business Administration General
Bristol Community College 2014 — 2016
Associate's Degree, Early Childhood Education and Teaching
Attleboro High School 2000 — 2004
High School
Fidelity Bank 2015 - Present
First Citizens Bank August 2012 - February 2015
BB&T Bank October 2006 - August 2012
SunTrust Bank April 2005 - October 2006
BNY Mellon December 1999 - April 2004
United Teletech FCU June 1995 - May 1999
Skills
Banking, Credit, Customer Service, Loans, Management, Investments, Finance, French, English, and..., 17 years in Customer..., Advise people on..., Small Business Lending, Mortgage Lending, Financial Services, Mortgage Banking, Deposits, Profile both new and..., Exel, Microsoft, Power..., I have taking all my..., Insurance, Sales, Commercial Banking, Relationship Management, Retail Banking, CRM, Consumer Lending, Cross Selling, Lines Of Credit, Credit Analysis, Commercial Lending, Cash Management, Loan Origination, Underwriting, Leadership, International Business,..., Financial Analysis, Portfolio Management
Education
Strayer University 2015 — 2016
Bachelor’s Degree, International Business/ Import/Export
Strayer University 2015 — 2016
Bachelor’s Degree, International Business
Brookdale Community College 1993 — 1996
Associate of Arts, Liberal Arts and Sciences, General Studies and Humanities
First Citizens Bank November 2012 - Present
First Citizens Bank February 1996 - November 2012
Shelley's Jewelry 1989 - 1996
Skills
Mortgage Banking, Loans, Mortgage Lending, Loan Origination, Construction Loans, FHA, Refinance, USDA, Banking, Home Equity Lines of..., Credit Analysis, VA loans, Risk Management, Residential Mortgages, Credit, Consumer Lending, FHA financing, Small Business Lending, Commercial Lending, Lines Of Credit, Mortgage Underwriting, Underwriting
Education
Bob Jones University 1983 — 1987
BA
First Citizens Bank January 2013 - Present
CCRX 2005 - 2013
CCRX 2007 - February 2012
SunTrust Bank 2002 - 2006
SunTrust Bank 1998 - 2001
Skills
Financial Reporting, Auditing, Variance Analysis, Internal Controls
Education
Athens State University 1993 — 1996
Bachelors Degree, Accounting, 3.0
First Citizens Bank November 2012 - Present
American Equity Mortgage April 2012 - December 2012
Lenovo January 2009 - June 2011
The Shakespeare Academy November 2007 - November 2008
Enterprise Rent-A-Car June 2000 - June 2005
Skills
Sales, Coaching, Sales Process, Public Speaking, Sales Management, Customer Satisfaction, Sales Operations, Cold Calling, Solution Selling, Account Management, Customer Service, B2B, Product Marketing, New Business Development, Profit, Customer Retention, Management
Education
University of Maryland College Park 1993 — 1995
BS, Family Studies
Broome Community College 1991 — 1993
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
First Citizens Bank May 2013 - Present
Duke Clinical Research Institute contracting through Vaco April 2012 - May 2013
RBC Bank 2010 - May 2012
Highmark Companies 2010 - 2010
BCBSNC April 2004 - September 2009
Key Bank 1996 - April 2004
Kaiser Permanente 1992 - 1996
The Travelers 1974 - 1990
Skills
Coaching, Process Improvement, SDLC, Project Management, Change Management, Requirements Management, Use Case Analysis, RUP Methodologies, Portfolio Management, Program Management, Requirements Analysis, Business Analysis, Project Planning, Risk Management, Business Process, PMP, Requirements Gathering, Project Portfolio..., IT Strategy, Strategy, CRM, Analysis, Management, Leadership, Software Development, Governance, PMO, Enterprise Software, Vendor Management, Training, Visio, Software Project..., Integration, Business Requirements, Business Transformation, Resource Management, Agile Project Management, IT Management, MS Project, Business Intelligence
Education
Bowling Green State University
BS, Business Administration, Information Systems
Smart Start of Davie County February 2015 - Present
Novant Health September 2014 - January 2015
Friedberg Moravian Preschool September 2010 - May 2014
RBC August 2004 - March 2006
First Citizens Bank September 2001 - August 2004
Royal Bank of Canada June 1998 - September 2001
Skills
Human Resources, Management, Customer Service, Microsoft Word, Staff Development, Employee Benefits
Education
Webster University 2001 — 2003
Human Resources Development, Human Resources
UNC Wilmington 1991 — 1996
BA, Sociology
Brunswick Community College 1988 — 1990
Associate of Arts (A.A.), General Studies
Green Circle Benefits Inc May 2010 - Present
First Citizens Bank August 2007 - May 2008
st Union National/Wachovia August 1993 - August 2007
Education
Ashford University 2008 — 2010
MBA, Entrepreneurship
Catawba College 1982 — 1985
Bachelor of Arts, English
First Citizens Bank December 2014 - Present
First Citizens Bank June 2012 - December 2014
BB&T April 2012 - June 2012
RBC Bank April 2003 - March 2012
RBC February 2001 - April 2003
RBC November 1998 - February 2001
RBC June 1997 - November 1998
RBC April 1995 - June 1997
RBC June 1989 - April 1995
Skills
Quality Center, Project Management, Facilitating Change, Communication, Microsoft Project, Facilitation, Visio, Project Planning, General Ledger, Program Management, Hypothesis Testing, Analytical Approach, Change Management, Internal Communications, MBA, Cross-functional Team..., Team Leadership, Microsoft Office, Microsoft Access, Image Processing, Risk Mitigation, GL Reconcilement, Item Processing, Print & Distribution, Issues Management, PMP, Collaborative Leadership, Retail Lending, Mergers, Acquisition Integration, Document Imaging, Timeline Management, Project Governance, SLA Reporting /...
Education
Aspen University 2007 — 2009
MBA, Project Management
Villanova University 2004 — 2005
Master Certificate in Applied Project Management
Institute of Canadian Bankers 1998 — 2002
Fellowship, Canadian Banking
Atlantic Bay Mortgage Group May 2015 - Present
First Citizens Bank August 2013 - May 2015
SunTrust Bank October 2012 - August 2013
BNI Profit Makers September 2011 - September 2012
All American Land Title Insurance Agency, LTD August 2006 - August 2012
Wachovia Bank June 2004 - August 2006
SouthTrust Bank February 2002 - June 2004
Wicks N Sticks October 1995 - February 2002
Skills
4/10 License, 2/14 License, Real Estate, Title Insurance, Short Sales, Notary Public, REO, Foreclosures, Escrow, Refinance, Mortgage, Real Estate Transactions, Closings, Insurance, Loans, Investment Properties, Purchase, Mortgage Lending, Banking, Compliance, Mortgage Underwriting, FHA, VA, USDA Financing, Commericial RE..., USDA, FHA, Property Management, Residential Homes, Small Business, Customer Service, Selling, Commercial Lending, Sales, Loan Origination, Training, Mortgage Banking, Marketing, Residential Mortgages, Sellers, Underwriting
Education
AIB
Ashland University
Bauder College
Diploma, Fashion Merchandising
University of South Florida - College of Business Administration
Park Ridge Health February 2015 - Present
SECU October 2011 - July 2014
First Citizens Bank November 2005 - September 2011
SC Department of Revenue August 2004 - October 2005
Skills
Mortgage Lending, Customer Service, Financial Services, Loans, Credit Analysis, Microsoft Office, Financial Analysis, Unsecured Loans, Tax Returns, Appraisals, Property & Casualty..., Life Insurance, Banking, Credit, Residential Mortgages, Refinance, FHA, Mortgage Banking, Loan Origination
Education
Bob Jones University 1999 — 2003
Bachelor of Science (B.S.), Financial Management
Hendersonville High School 1995 — 1999
House of Hoetzel July 2015 - Present
First Citizens Bank October 2012 - July 2015
US Bank August 2008 - October 2012
First Citizens Bank (formerly IronStone Bank) October 2007 - July 2008
Wells Fargo Financial 2006 - 2007
State Farm Insurance January 2004 - February 2006
Skills
Risk Management, Management, Training, Insurance, Policy, Auditing, Quality Assurance, Customer Service, Financial Services, Retail Banking, Sales, Retail, Marketing
Education
California State University-Fresno
Bachelor of Science (B.S.), Child Development
Carmel High School
First Citizens Bank October 2013 - Present
First Citizens Bank January 2013 - Present
First Citizens Bank July 2011 - December 2012
First Citizens Bank June 2010 - June 2011
First Citizens Bank March 2010 - June 2010
First Citizens Bank March 2009 - March 2010
First Citizens Bank January 2008 - March 2009
Skills
Loans, Small Business Lending, Lines Of Credit, Consumer Lending, Banking, Home Equity Lines of..., Loan Origination, Leadership, Small Business, Investments, Management, Financial Services, Credit Analysis, Commercial Lending, Mortgage Lending, Financial Analysis
Education
North Carolina State University 2001 — 2005
BA, English - Creative Writing
Brevard College
First Citizens Bank May 2007 - Present
First Bank of Nigeria Plc June 2007 - July 2010
Education
Olabisi Onabanjo University 2007 — 2011
Master's degree, Banking, Corporate, Finance, and Securities Law
Barry University 2002 — 2007
Master's degree, Banking, Corporate, Finance, and Securities Law
Optum June 2015 - Present
Allscripts June 2012 - June 2015
IT Broadcasting June 2011 - April 2012
First Citizens Bank July 2010 - June 2011
McKesson Provider Technologies October 2007 - July 2010
Surgical Review Corp May 2006 - November 2007
First Citizens Bank May 2005 - May 2006
Horticultural Asset Management, Inc. January 2005 - May 2005
Keane, Inc October 2003 - December 2004
Robert Half Technology June 2003 - September 2003
Skills
Solution Architecture, .NET, Microsoft SQL Server, C#, Software Development, SDLC, Web Applications, ASP.NET, XML, SOAP, Visual Studio, Agile Methodologies, SQL, IIS, Databases, Requirements Analysis, TFS, Oracle, WPF, Visual Basic, T-SQL, Agile, WCF, Application Development, Web Services, Enterprise Architecture, AJAX, VB.NET, SaaS, Platform Architecture, Architecture, HL7, SQL Server, Stored Procedures, SOA, JavaScript, LINQ, jQuery, Scrum, HTML, Web Development, XSLT, Software Project..., CSS, Computer Security, Cloud Computing, SAML, Enterprise Software, JSON
Education
State University of New York College at Potsdam 1987 — 1989
BA, Computer and Information Science
Broome Community College 1984 — 1987
Associate of Science (AS), Computer Science
PNC 2012 - Present
RBC Bank 2007 - 2012
RBC Bank 2004 - 2007
RBC Bank 2000 - 2004
First Citizens Bank 1997 - 2000
First Citizens Bank 1992 - 1997
Skills
Performance Management, Banking, Coaching, Change Management, Onboarding, Employee Engagement, Recruiting, Relationship Management, Leadership Development, Management, Human Resources, Training, Employee Training, Talent Management, Training Delivery
Education
Averett University
BS, Marketing
Cisco May 2015 - Present
Cisco June 2013 - May 2015
Cisco March 2013 - June 2013
First Citizens Bank July 2011 - February 2013
First Citizens Bank November 2009 - July 2011
Resolvit Resources December 2008 - November 2009
Tekelec December 2008 - August 2009
Trans World Radio February 2007 - November 2008
Trans World Radio May 2005 - January 2007
ACWA/JPIA May 2001 - April 2005
Skills
Windows Server, Unix, Linux, Enterprise Architecture, Project Management, Disaster Recovery, Virtualization, Infrastructure, Enterprise Software, Servers, Windows, Active Directory, Information Technology, Requirements Analysis, Data Center, System Administration, Microsoft SQL Server, Management, Cisco Technologies, ITIL, Integration, Leadership, Vendor Management, Cloud Computing, IT Management, Security
Education
Azusa Pacific University 1990 — 1994
Bachelor's degree, Business Administration/Finance
First Citizens Bank February 2015 - Present
Goliath Construction LLC June 2010 - January 2014
Wells Fargo Home Mortgage Business Service Group September 2011 - October 2013
ConAgra Snack Foods June 1994 - May 2011
Education
Ashford University
Bachelor of Science Degree, Healthcare Administrations
South Johnston High School
Diploma
First Citizens Bank January 2015 - Present
First Citizens Bank and Trust Company, Inc. March 2014 - December 2014
First Citizens Bank and Trust Company, Inc. October 2013 - March 2014
First Citizens Bank and Trust Company, Inc. May 2012 - October 2013
Bloomsburg University May 2011 - May 2012
Education
Bloomsburg University of Pennsylvania 2011 — 2012
Master of Science (M.S.), Instructional Technology
Indiana University of Pennsylvania 2005 — 2010
Bachelor of Science (B.S.), Elementary Education
First Citizens Bank August 2010 - April 2015
City National Bank November 2009 - August 2010
Irwin Union Bank June 2008 - November 2009
Vineyard Bank December 2000 - June 2008
Manufacturers Bank October 1997 - December 2000
Southern California Bank 1993 - 1997
Sunwest Bank 1988 - 1993
National Bank of Long Beach 1986 - 1988
Skills
Commercial Lending, Asset Based Lending, Loans, Commercial Banking, Real Estate, Management, Credit, Portfolio Management, Banking, Credit Analysis, Mortgage Lending, Microsoft Office, Commercial Mortgages, Small Business Lending, Loan Origination, Credit Risk, Financial Analysis, Risk Management, Real Estate Financing, Commercial Real Estate, Team Leadership, Cross-functional Team..., Loan participations, Loan Sales, Loan Work-outs, Strategic Communications
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1974 — 1977
BA, Accounting
First Citizens Bank April 2014 - Present
VantageSouth Bank March 2013 - April 2014
BB&T November 2012 - March 2013
VantageSouth Bank May 2012 - November 2012
Crescent State Bank (Now VantageSouth Bank) March 2010 - May 2012
Capital Bank (Capital Bank Financial Corp.) March 2009 - March 2010
Credit Risk Management, L.L.C. September 2006 - March 2009
Fulton Bank January 2005 - September 2006
Fulton Financial Corporation January 2001 - January 2005
Skills
Credit, Banking, Commercial Lending, Loans, Credit Risk, Credit Analysis, Financial Analysis, Portfolio Management, Risk Management, Financial Risk, Underwriting, Commercial Banking, Process Improvement, Loan Structuring, Policy, Financial Modeling, Small Business Lending, Real Estate, Strategic Planning, Accounting, Due Diligence, Mergers, Loan Origination, Commercial Mortgages, Risk Analysis, DFAST Stess Testing, ALLL, Analysis, Finance
Education
Auburn University 2005 — 2007
M.B.A., Masters, Business Administration
Gordon College 1997 — 2001
B.A, Economics; History
First Citizens Bank February 2008 - March 2012
Financial Freedom Senior Funding Corporation June 2005 - October 2007
The Provident Bank June 2000 - February 2003
Skills
A licensed Master..., Credit, Mortgage Banking, Loan Servicing, Banking, Loans, Loan Origination, Mortgage Lending, Customer Service, Investment Properties, PowerPoint, Data Entry, Insurance, Reverse Mortgages, Financial Services, Credit Analysis
Education
AMERICAN INTERCONTINENTAL UNIVERSITY 2004 — 2005
Bachelor of Science, Business Administration-Management
Atlanta Metropolitan College 1999 — 2000
Associate of Science, Social Work
Calvin Coolidge SHS
Lenovo June 2015 - Present
VCE January 2015 - June 2015
First Citizens Bank January 2014 - September 2014
IBM September 2012 - November 2013
NetApp July 2011 - July 2012
IBM Global Services June 2010 - July 2011
All Things Media March 2009 - July 2009
Lenovo 2005 - 2009
IBM January 2001 - December 2005
Skills
VMware, iSCSI, DNS, Virtualization, Servers, Windows Server, VMware ESX, VMware Infrastructure, Storage Area Networks, NetApp, Cloud Computing, Operating Systems, vSphere, SAN, Active Directory, System Administration, Storage, Integration, Linux, Fibre Channel, Software Installation, Windows, NAS, Cluster, High Availability, Microsoft SQL Server, VMware vSphere
Education
Atlantic Union College
Engineering
NRI Schools
Diploma, Microcomputers & Microprocessors
First Citizens Bank October 2009 - Present
Skills
Banking, Retail Banking, Risk Management, Customer Service, Customer Satisfaction, Problem Solving
Education
Beaufort County Community College 2006 — 2007
Junius H Rose High 1996 — 2000
Emdeon 2013 - Present
MedWest Health Systems October 2009 - August 2012
First Citizens Bank January 2003 - December 2007
Skills
HIPAA, Healthcare Management, Medical Terminology, EMR, Healthcare, Healthcare Information..., Revenue Cycle, EHR, Healthcare Consulting, Medicare, Meditech, Practice Management, Healthcare Industry, Revenue Cycle Management, Medicaid, Medical Billing, ICD-9, Medical Records, Quality Improvement, Health Information..., Software Implementation, Performance Improvement, Health Insurance, Health Information..., Software Documentation, Ambulatory, PACS, ICD-10, Process Improvement, Health Policy, Inpatient, Access, Documentations, Data Entry, EDI, Invoicing, Data Analysis, Medical Technology, Insurance, Kronos, Microsoft Office 2007, Outlook, SharePoint, Vendor Management, Salesforce.com, Lotus Notes, Hospitals
Education
Ashford University 2008 — 2012
Bachelor of Science (BS), Health/Health Care Administration/Management
First Citizens Bank March 2014 - Present
JRW Associates May 2011 - Present
Skills
Microsoft Office, Marketing, Social Media Marketing, Human Resources, Organization Skills, Process Improvement, Research
Education
Bryan College
Bachelor of Arts (B.A.), Psychology
James Madison University March 2015 - Present
CommonWealth One Federal Credit Union August 2011 - Present
First Citizens Bank June 2010 - August 2011
SunTrust Bank October 2006 - June 2010
Skills
Banking, Loans, Retail Banking, Credit, Branch Banking, Mortgage Lending, Branch Management, Consumer Lending, Credit Analysis
Education
Bridgewater College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Mandea Corporation March 2008 - Present
Mandea Resort Group January 2009 - Present
Resort Links, Inc. 2007 - Present
Baron Corporation August 2006 - Present
Self Employed 1985 - 2011
The Equity Group, Inc. 1981 - 1985
Guaranty Bank 1980 - 1981
Savers Capital Corporation 1980 - 1981
Southern Medical & Financial Management Corporation 1976 - 1979
First Citizens Bank 1971 - 1975
Skills
Food & Beverage, Golf, Resorts, Hospitality Industry, Golf Courses, New Business Development, Budgeting, Marketing Strategy, Contract Management, Procurement, Contract Negotiations, Asset Management, Operations Management, Hotels, Negotiation, Contract Negotiation, Budgets, Management, Mergers, Leadership, Mergers & Acquisitions, Business Development, Executive Management, Business Strategy, Start-ups, Strategic Planning, Entrepreneurship, Sales Management, Business Planning, Management Consulting, Strategy, Team Building, Competitive Analysis, P&L Management, Outsourcing, Finance, Program Management, Marketing, Real Estate, Investments, Forecasting, Strategic Partnerships, Consulting, Hospitality, E-commerce, Training, Income Statement, Managerial Finance, Event Management, Coaching
Education
Barton College 1962 — 1968
BS, Economics/Accounting
First Citizens Bank August 2013 - Present
Home Instead Senior Care April 2012 - August 2013
IronStone Bank/ First Citizens Bank November 2007 - April 2012
Bank of the West 1999 - 2008
Commercial Federal Bank 1999 - 2005
Education
University of Oklahoma 1994 — 1999
Bachelor of Business Administration, Marketing and Management
Avila University
MBA, Finance
First Citizens Bank August 2013 - Present
Wells Fargo December 2011 - August 2013
Wells Fargo November 2009 - November 2011
Wachovia Bank - Wealth Management July 2004 - October 2009
Skills
Wealth Management, Banking, Commercial Lending, Loans, Investments, Credit, Estate Planning, Trust Services, Retirement Planning, Portfolio Management, Mortgage Lending, Strategic Financial..., Commercial Banking, Financial Analysis, Securities, Series 7, Underwriting, Asset Managment, Risk Management, Real Estate
Education
Campbell University 2003 — 2004
Master of, Trust and Investment Management
Barton College 1999 — 2003
BS, Business Administration
First Citizen's Bank November 2003 - Present
Wells Fargo January 1996 - November 2003
Education
California State Polytechnic University-Pomona
County Federal Credit Union July 2008 - Present
Freelance Work 1981 - 2011
First Citizens Bank June 1992 - January 2007
Casco Northern Bank November 1981 - January 1992
Skills
Programming VB,C,C++,C#, Programming HTML, Programming RPG, COBOL, Networking, HTML, Social Media, Windows Server, Strategic Planning, Management, Team Leadership, System Administration, SQL, Microsoft Excel, Active Directory, Research, Microsoft SQL Server, Public Speaking, Windows, VMware, Customer Service, Security, Business Analysis, Banking, Microsoft Word, Microsoft Office, COBOL, Troubleshooting, Disaster Recovery, Software Documentation, Vendor Management
Education
Baker College Center for Graduate Studies 2001 — 2002
MBA, Information Technology
Rogers University 1998 — 2000
A.A., Software Design
University of Maine 1982 — 1996
B.A., Accounting
Starbucks June 2015 - Present
Starbucks October 1999 - Present
First Citizens Bank August 1993 - July 1996
Matouks Export, Trinidad Canners January 1992 - August 1993
Skills
Talent Management, Training, Visual Merchandising, Merchandising, Store Operations, Driving Results, Inventory Management, Profit, Store Management, Loss Prevention, New Store Development, Retail, New Store Openings, Customer Service, Retail Sales, Recruiting, Sales, Inventory Control, Customer Satisfaction, Leadership, POS, Time Management, Forecasting, Team Building, Management, P&L, Employee Training, Hiring, Performance Management, Employee Relations, Coaching, Multi-Unit, Succession Planning, Team Leadership, P, Leadership Development
Education
Baruch College 2008 — 2014
Bachelor of Arts (BA), Industrial and Organizational Psychology
Virtual Business Office Associates May 2015 - Present
Creative Beginnings Christian Child Development Center July 2013 - May 2015
Strayer University March 2014 - March 2015
Self-Employed Full-Time February 2010 - July 2013
Irmo Chapin Recreational Commission August 2009 - February 2010
Carolina Trader June 2008 - March 2009
Botanical Garden August 2007 - August 2008
DominosTalk, Inc. May 2007 - March 2008
Law Offices of McElveen August 2006 - February 2007
First Citizens Bank August 2005 - February 2006
Skills
Customer Service, Social Media, Typing 60 wpm, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Access, Web Content Management, Telemarketing, Internet Explorer, SAP, Lotus Notes, Photoshop, PowerPoint, Property & Casualty..., Life Insurance, Salesforce.com, ACT CRM, Strategic Planning, Webmaster Services, Social Networking, Recruiting, Leadership, Microsoft Office, Account Management, Research, Administrative..., Non-profits, Temporary Placement, Teamwork, Spreadsheets, Facebook, System Administration, Telephone Skills, Time Management, Online Advertising, Phone Etiquette, File Management, Calendaring, QuickBooks, 10 Key, Filing, Event Planning, Training, Office Management, Outlook, Customer Satisfaction
Education
Strayer University (VA) 2013 — 2015
Bachelor of Science (BS), Criminal Justice, Online and Columbia, SC Campus
South University Online 2009 — 2012
Bachelor of Science (BS), Criminal Justice, Accelerated Program Online
Northeastern University 1997 — 1999
Certification, Internet Technologies Webmaster
Bay State College 1988 — 1990
Associates, Executive Secretarial
Mortgage Master May 2015 - Present
American Security Mortgage March 2012 - May 2015
M&T Bank February 2011 - March 2012
Best Solutions Consulting, LLC October 2009 - February 2011
Bank of America January 2009 - October 2009
Flagstar Bank April 2003 - January 2009
SunTrust January 2000 - April 2003
First Citizens Bank 1996 - 1999
National Bank of Commerce 1993 - 1997
Skills
Strategic Planning, Leadership Development, Budgets, Non-profits, Leadership, Management, Small Business, Sales, Customer Service, Investment Properties, Business Development, Business Strategy, Contract Negotiation, Entrepreneurship, Event Planning, Marketing Communications, Marketing Strategy, Management Consulting, Program Management, Loans, Nonprofits, Project Management, Financial Analysis, Organizational..., Social Media Marketing, Training, Credit, First Time Home Buyers, Mortgage Lending, Negotiation, Real Estate, Refinance, Public Speaking
Education
Leadership Roanoke Valley, Chamber of Commerce
Bridgewater College 1988 — 1992
Bachelor of Science, Business
First Citizens Bank May 2011 - Present
Los Angeles Univeral Preschool May 2009 - May 2011
South Bay Equity Lending October 2005 - May 2009
Wells Fargo June 2000 - September 2005
Skills
Banking, Commercial Banking, Commercial Lending, Credit Analysis, Credit, Financial Analysis, Finance, Small Business Lending
Education
California State University-Fullerton 1995 — 2000
Bachelor of Arts (B.A.), Sociology
Big Loud Shirt Music Publishing June 2014 - May 2015
Sony/ATV January 2014 - May 2014
Big Loud Bucks Administration & Information August 2013 - December 2013
Keller Williams Realty February 2006 - January 2013
First Citizens Bank May 1999 - June 2004
Skills
Website design and...
Education
Belmont University 2011 — 2015
Bachelor’s Degree, Music Business Major, 3.6 Cumulative GPA
Informa June 2011 - Present
WordsRU June 2008 - June 2011
Credit Suisse May 2010 - October 2010
First Citizens Bank November 2008 - March 2009
WordsRU April 2008 - November 2008
REUTERS AMERICA, LTD December 2006 - June 2007
MIZUHO CORPORATE BANK, LTD., 2007 - 2007
Summit Systems, January 2005 - May 2006
BANK OF TOKYO-MITSUBISHI, LTD. September 2002 - December 2004
INAUTIX TECHNOLOGIES INCORPORATED September 1999 - May 2000
Skills
Technical Writing, Technical Copy Editing, Excel VBA, Data Analysis, Databases, VBA, Visio, XML, Technical Documentation, Documentation, Networking, Information Technology, Business Analysis, SDLC, Management, Project Management, SharePoint, Analysis, CRM
Education
New York Institute of Finance 2009 — 2010
Certificate Program
New York University 1992 — 1994
Graduate Diploma Program
Bloomfield College 1980 — 1984
BA
Franklin Synergy Bank March 2015 - Present
U.S. Bank February 2014 - March 2015
First Citizens Bank March 2013 - February 2014
First Citizens Bank August 2008 - March 2013
SunTrust Bank March 2005 - August 2008
Skills
Consumer Lending, Loans, Banking, Credit, Commercial Banking, Lines Of Credit, Small Business Lending
Education
Belmont University 1997 — 2001
BS, Finance
Maritime Market March 2011 - May 2013
First Citizens Bank January 2010 - March 2011
McGladrey & Pullen June 2007 - August 2007
Ameriprise Financial Advisors February 2006 - August 2006
Skills
Financial Analysis, Accounting, Auditing, Financial Reporting, Microsoft Excel, Internal Controls, Business Valuation, QuickBooks, Budgeting, Forecasting
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2015
Master of Business Administration, Entrepreneurial and Small Business Operations, 3.6/4.0, Cum Laude
North Carolina State University - College of Management 2003 — 2008
Accounting; Finance; Economics, Business Administration and Management, 3.5/4.0, Magna Cum Laude
Bank of America December 2009 - September 2011
Pay-O-Matic Check Cashing &Financial Services May 2009 - December 2009
City University of New York - Baruch College - School of Public Affairs July 2001 - December 2008
C.L.B Check Cashing Agency August 2004 - November 2006
The Tribune Co. -WPIX / WBII May 2004 - September 2004
GreenPoint Bank August 2002 - November 2003
First Citizens Bank July 1985 - December 2001
Skills
Employee Relations, Training, Recruiting, Organizational..., Event Planning, Human Resources, Leadership Development, Social Media, Microsoft Excel, Staff Development, Employee Benefits, Onboarding, Performance Management, Program Development, Public Speaking, Research, Program Management, Leadership, Community Outreach, Customer Service..., Sales Management, Policy, Nonprofits
Education
Pace University 2012 — 2012
Cetificate in Professional Human Resources Management, Professional Human Resources Management, Completed
Baruch College, City University of New York (CUNY) 2001 — 2006
Bachelor's Degree, Human Resources Management, Industrial & Organizational Psychology, 3.79/4.0
Queens Royal College 1975 — 1980
G.C.E O-Level Certificate , Caribbean Examination Council, General Education, Passes (5) Cambridge G.C.E O Level : Passes (3) C.X.C General Proficiency
First Citizens Bank June 2015 - Present
Banner Bank July 2014 - June 2015
KeyBank September 2012 - June 2014
U.S. Bank March 2008 - September 2012
Skills
Banking, Retail Banking, Credit, Commercial Banking, Credit Analysis, Consumer Lending, Small Business Lending, Commercial Lending, Cross Selling, Mortgage Lending, Loans
Education
California State University-Chico
Office Management and Supervision
Freelance LinkedIn Guru October 2012 - Present
Morpace Inc. April 2013 - May 2015
Autism, ADHD and Neurofeedback: 6 Powerful Strategies To Increase Your Child's Peak Performance July 2012 - July 2014
ALP August 2008 - April 2013
Bradley-Morris, Inc. 2011 - 2012
Walmart 2009 - 2010
SIA Group-Insurance & Bonds 2006 - 2008
NC Farm Bureau 2005 - 2006
Hallmark Cards 2004 - 2006
First Citizens Bank 2004 - 2005
Skills
Marketing Research, Marketing, Team Management, Negotiation, Management, Microsoft Excel, Social Networking, Inventory Management, Leadership, Project Management, Insurance, New Business Development, Sales, LinkedIn Guru, Statistics, Microsoft Office, Analytical Skills, Time Management, Data Analysis, Finance, Product Marketing, Customer Service, Budgets, Critical Thinking, Financial Analysis, Recruiting, Teamwork, Organizational..., Training, Influence Others, Contract Negotiation, PowerPoint, Highly Detailed, Office Administration, Close Attention to..., Risk Management, Creative Strategy, Ethical Decision Making, Data Manipulation, Website Development, SPSS, Operating Budgets, Loss Prevention, Inventory Control, Cash Management, Final Cut Pro, InDesign, Photoshop
Education
Webster University 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General, 3.8
Boston University 2006 — 2006
3.85
University of North Carolina at Wilmington 2001 — 2004
Bachelor of Science in Business Administration, Marketing and Finance
Coastal Carolina Community College 2000 — 2002
Copper Mountain Community College 1999 — 2000
4.0
Georgia College and State University 1999 — 1999
3HC February 2012 - Present
First Citizens Bank October 2006 - November 2011
BB&T May 1974 - September 2006
Skills
Medicare, Healthcare, Team Building, Home Care, Budgets, Elder Care, Email Marketing, Direct Marketing, Hospitals, Small Business, Strategic Planning, Leadership, Strategy, Executive Management, Commercial Banking, Business Planning, Business Development, New Business Development, Sales Management, Sales, Entrepreneurship, Banking, Finance, Business Strategy, Financial Services, Small Business Lending, Fundraising, Marketing, Customer Acquisition, Business, Financial Analysis, Commercial Lending, P
Education
School of Banking of the South at LSU 1980 — 1983
Certificate, Banking, Corporate, Finance, and Securities Law
Barton College 1972 — 1974
Bachelor of Science (BS), Business Administration and Management, General
East Carolina University 1969 — 1971
Business Administration and Management, General
First Citizens Bank September 2015 - Present
Skills
Accounting, Banking, Financial Services, IRAs, Leadership, Loans, Management, Mergers, Public Speaking, Small Business, Strategic Planning, Wealth, Training
Education
The Southeastern Trust School - Campbell University
The Institute of Certified Bankers
Bob Jones University
Bachelor of Science Degree, Elementary Education
Rhode Island Housing November 2014 - Present
Spillane Consulting/Centreville Savings Bank July 2013 - January 2014
Complete Staffing Solutions September 2012 - June 2013
First Citizens Bank April 2012 - August 2012
Admirals Bank 2002 - 2011
Mortgage Processor Domestic Bank/Admirals Bank July 2002 - January 2006
Collette Tours February 2000 - June 2001
Mastro Electric Supply August 1997 - November 1999
Skills
Organizational..., Underwriting, Insurance, Policy, Risk Management
Education
Baruch College 1987 — 1989
2 years of college 32 credits, Finance
Baruch College 1987 — 1989
Associate's degree, Finance; Associates
First Citizens Bank 1996 - Present
Pace American Bank 1991 - 1996
American National Bank 1978 - 1991
Skills
Small Business Lending, Banking, Mortgage Banking, Commercial Lending, Loans, Leadership, Mortgage Lending, Underwriting, Risk Management, Commercial Banking, Credit, Consumer Lending, Credit Analysis, Loan Origination, Lines Of Credit
Education
Averett University 1976 — 1978
Bachelor's degree, Business Administration and Management, General
Danville Community College 1974 — 1976
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Chatham High 1969 — 1974
First Citizens Bank September 2014 - Present
Sabadell United Bank 2010 - September 2014
Regions Financial Corporation April 2007 - September 2010
Winn-Dixie August 2001 - April 2007
Skills
Banking, Retail Banking, Credit, Commercial Banking, Credit Analysis, Loans, Credit Risk, Risk Management, Portfolio Management, Financial Risk, Financial Analysis
Education
Broward College 2014 — 2016
Associate's Degree, Accounting and Finance
EF Englishtown June 2014 - Present
Open English 2013 - November 2014
Oasis Outsourcing October 2012 - February 2013
Latham & Watkins June 2010 - December 2011
Ceridian Corporation February 2007 - April 2010
Celebrity DVD January 2009 - December 2009
Wastes Industries USA, Inc October 2002 - June 2006
First Citizens Bank October 2001 - October 2002
MJM Investigations, Inc June 2000 - October 2001
P&R Environmental, Inc. July 1998 - June 2000
Skills
Training, Recruiting
Education
Boise State University 2010 — 2011
Instructional & Performance Technology
Southwestern University 1994 — 1998
B. A., Business & Spanish
Cisco December 2014 - Present
First Citizens Bank January 2014 - December 2014
Grifols March 2012 - December 2013
GlaxoSmithKline June 2010 - April 2012
Short Term Projects at TWC and CTCT December 2009 - June 2010
DataClarity Corporation March 2009 - November 2009
ACNielsen January 2008 - April 2009
CDC GS August 2007 - April 2009
American Railcar Industries August 2007 - December 2007
BJC HealthCare March 2006 - July 2007
Skills
Cognos, Cognos Planning, Cognos TM1, Data Warehousing, Business Intelligence, SAP, Testing, Information Management, Business Objects, Data Analysis, Dashboard, Data Modeling, TM1, ETL, Data Warehouse..., OLAP, Informatica, Data Mining, Business Analytics, Oracle, Data Integration, Business Intelligence..., Dimensional Modeling, Master Data Management, SDLC
Education
State University of New York at Buffalo 2002 — 2004
MS
Bharathiar University
BE
Bullseye Database Marketing Co-Chair Junior SailingHorseshoe Harbor Yacht Club2008 - Present
Economic Club of NY 2005 - Present
The Windsor Group/BDM 2001 - Present
The University of Kansas School of Business Board of Advisors 1989 - Present
First Citizens Bank 2001 - 2014
BMO Harris Bank 2001 - 2014
Great-West Financial 2000 - 2014
TD Ameritrade 2006 - 2013
Elisa Monte Dance 2004 - 2012
UBS 2007 - 2010
Skills
Financial Analysis, Marketing Strategy, Mergers & Acquisitions, Management Consulting, Direct Marketing, Strategy, Financial Modeling, Investments, Analytics, Marketing Communications, Marketing, Strategic Planning, Management, Business Strategy, Integrated Marketing, Mergers, Start-ups, Leadership, Change Management
Education
University of Kansas - Graduate School of Business 1976 — 1978
MBA
Barat College of DePaul University 1972 — 1976
BA
Wyandotte High School 1968 — 1972
Copula Systems, LLC January 2015 - Present
BCBSNC November 2013 - April 2014
BCBSNC November 2012 - April 2013
BCBSNC August 2011 - November 2012
Blue Cross Blue Shield of North Carolina November 2010 - July 2011
SunTrust Banks, Inc January 2008 - November 2010
Business Leaders Exchange 2010 - 2010
SunTrust Bank December 2004 - January 2008
First Citizens Bank January 2003 - December 2004
Wachovia, A Wells Fargo Company June 1999 - January 2003
Skills
Leadership, Entrepreneurship, Strategic Planning, New Venture Development, Cross-functional Team..., Business Development, Team Building, Portfolio Management, Financial Analysis, Project Management, Credit, Banking, Relationship Management, Coaching, Project Planning, Loans, Commercial Lending, Credit Analysis, Start-up Ventures, Program Development, Program Management, Risk Management, Business Analysis, Customer Service, Process Improvement, Budgets, Finance, Training
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Barton College 1996 — 1999
Bachelor of Science, Business Mangaement & Finance
First Citizens Bank March 2015 - Present
First Citizens Investor Services July 2013 - Present
First Citizens Bank March 2011 - March 2015
Plumbing Innovations, Inc December 2002 - October 2011
Skills
Credit, Insurance, Banking, Cash Management, Finance, Accounting, Strategic Financial..., Deposits, Financial Reporting, Account Reconciliation, Accounts Payable, Consumer Lending, Bookkeeping, Manage Client..., Series 6, Series 63, Payroll
Education
Blue Ridge Community College
Legal Assistant
DSS June 2011 - Present
Lucas Denning and Ellbee October 2010 - April 2011
Johnton County Schools June 2004 - October 2010
First Citizens Bank March 2003 - June 2004
Skills
Outlook, PowerPoint, Microsoft Excel, Customer Service, Switchboard, Receptionist Duties, Accounts Payable, Accounts Receivable, Medical Records, Banking, Front Office, Mail Sorting, Teaching Reading, school bus driver, Opening New Accounts, Office Management
Education
Johnston Community College 2013 — 2013
Human Service Certificate, Education
Barton College 2008 — 2011
Bachelor's of Liberal Studies, Education
Wake Technical Community College August 2011 - Present
Harvey Hall, MBA, MCTS March 2008 - Present
Windstream Communications Hosted Solutions March 2006 - February 2008
First Citizens Bank June 1998 - March 2006
HWS Partners September 1994 - April 1998
Sole Proprietorship September 1990 - August 1994
Bank of New England Corporation December 1982 - August 1990
Shawmut Bank of Boston December 1977 - December 1982
Skills
Financial Accounting, Finance, Banking, Process Improvement, Business Planning, Microsoft SQL Server, Financial Analysis, Forecasting, Management Accounting, Business Analysis, Strategic Planning, Investments, Venture Capital, International Business, Foreign Exchange, Derivatives, Business Analytics, Microsoft Excel, Accounting Applications, Internal Controls, Database Administration, Oracle, MySQL, Disaster Recovery
Education
Babson College - Franklin W. Olin Graduate School of Business 1975 — 1977
MBA, concentrations in Accounting and Finance
Northeastern University 1970 — 1974
BA, Economics
Wake Technical Community College
AAS, Accounting
Massachusetts Institute of Technology May 2015 - Present
Massachusetts Institute of Technology (MIT) May 2012 - May 2015
Broward College October 2010 - June 2012
Campus Management Corp August 2009 - January 2010
Massachusetts Institute of Technology June 2007 - July 2009
First Marblehead September 2005 - June 2007
First Citizens Bank January 2003 - April 2005
Railinc Corp October 2000 - January 2003
Skills
Program Management, MS Project, Project Server 2010, Sharepoint 2010, Portfolio Management, Process Redesign, SharePoint, Project Server, Vendor Management, SDLC, Project Management, Project Portfolio..., Change Management, Information Technology, Quality Assurance, IT Management, Agile Methodologies, Integration, Leadership, IT Strategy, Software Project..., Business Process..., Process Improvement, Requirements Analysis, PMO, Systems Analysis, Agile Project Management, Resource Management, Visio, Management, Microsoft Project
Education
Boston University 2006 — 2008
Project Management Graduate Certificate
Northeastern University 1985 — 1990
Bachelor
University of North Carolina at Chapel Hill May 2014 - Present
Best Green Things (e-store) June 2011 - December 2013
First Citizens Bank September 2009 - October 2012
First Priority Pay April 2009 - September 2009
Wells Fargo Bank March 2005 - March 2009
State of Ohio 2004 - 2004
Skills
Training, Sales, Customer Service, Public Speaking, Community Outreach, Sales Management, Team Building, Coaching, Management, Analysis, Small Business, Nonprofits, Healthcare, Leadership, Strategic Planning, Research, Social Media, Healthcare Management, Microsoft Excel, Time Management
Education
University of North Carolina at Chapel Hill 2012 — 2015
Masters of Science, Public Health
Bowling Green State University 2001 — 2003
BA, Philosophy and Psychology
Hillsdale Highschool
United Guaranty Corporation December 2014 - Present
BE Aerospace July 2013 - November 2014
First Citizens Bank December 2010 - January 2013
Level2 Consulting Group March 2009 - March 2010
BB&T June 1996 - January 2009
BB&T March 1998 - March 2007
Skills
Enterprise Architecture, Disaster Recovery, Virtualization, ITIL, Infrastructure, Unix, Servers, Storage, Solution Architecture, IT Strategy, Business Continuity, IT Management, Integration, Security, Enterprise Software, SharePoint, Strategy, Cloud Computing, Data Center, Solaris, Management, Project Management, Architecture, Business Process, Databases, AIX, Architectures, Vendor Management, Computer Security, IT Service Management
Education
Barton College 1991 — 1994
BS, Business Management
Bentley University June 2009 - Present
Bentley College September 2002 - Present
University of South Florida September 1999 - June 2002
First Citizens Bank November 1992 - June 1994
TradeNet June 1991 - August 1992
MITRE 1989 - 1990
Education
The University of Georgia 1994 — 1998
PhD, Management
University of Georgia - Terry College of Business 1994 — 1998
Ph.D., Management Information Systems
Boston University 1990 — 1992
MBA.MS, MIS
Boston University Questrom School of Business 1990 — 1992
MBA/MS, Management Information Systems
Vassar College 1985 — 1989
A.B., Cognitive Science
Williams College 1988 — 1988
First Citizens Bank August 2013 - Present
EH National Bank November 2009 - July 2013
Ashford University February 2009 - July 2009
All City Financial Inc December 2006 - March 2008
21st Mortgage March 2004 - December 2006
All City Financial September 1998 - October 2003
Fidelity Investments December 1993 - September 1998
Skills
Customer Service, Loans, Management, Credit Analysis, Securities, Bookkeeping, Budgets, Team Building, Strategic Planning, Marketing, Business Development, Process Improvement
Education
Bucknell University 1986 — 1990
Bachelor of Arts (B.A.), Economics
JJ Pearce 1984 — 1986
Boston Children's Hospital Trust October 2014 - Present
Boston Children's Hosptial Trust June 2012 - October 2014
Boston Children's Hospital Trust September 2010 - June 2012
Children's Hospital Boston March 2009 - November 2010
First Citizens Bank July 2007 - January 2009
Boston Herald 2005 - 2007
Boston College 2002 - 2005
Skills
Annual Giving, Volunteer Management, Philanthropy, Fundraisers, Stewardship, Grant Writing, Program Development, Nonprofits, Fundraising, Board Development, Strategic Planning, Research, Alumni Relations, Community Outreach, Event Management, Marketing, Event Planning
Education
Providence College 1998 — 2002
BS, Marketing
Boston College
MA, Marketing
First Citizens Bank February 2011 - Present
Wells Fargo Bank September 2002 - August 2005
Education
University of Colorado Denver 2005 — 2006
MBA, Business
California Polytechnic State University-San Luis Obispo 1995 — 2000
BS, Finance and Economics
First Citizens Bank January 2004 - Present
Skills
Troubleshooting, Data Center, Cisco, Network Security, Security, CCNP, Cisco Nexus, Cisco Technologies, Network Engineering, Network Administration
Education
Bowling Green State University 1991 — 1996
Bachelor of Science (B.S.), Geology
First Citizens Bank January 2007 - September 2015
New Century Mortgage 2002 - 2007
Morgan Stanley January 1994 - December 2002
Brookside Savings 1983 - 1993
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit, Loan Origination, Mortgage Lending, Lines Of Credit, Asset Based Lending, Construction Loans, Banking, Cash Management, Retail Banking, Consumer Lending, New Business Development, Portfolio Management, Mortgage Banking, Refinance, Credit Analysis, Underwriting, Credit Risk, Commercial Mortgages, Relationship Management, Home Equity Loans, Customer Service, Finance, Financial Analysis, Marketing, Team Building
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1968 — 1972
Bachelor of Business Administration (B.B.A.), Business Administration and Marketing
First Citizens Bank January 2015 - Present
First Citizens Bank and Trust Company, Inc. January 2013 - Present
Independence National Bank December 2007 - December 2012
SunTrust Bank January 2001 - December 2007
Wells Fargo Financial May 1993 - January 2001
Skills
Commercial Lending, Banking, Underwriting, Commercial Banking, Small Business Lending, Cash Management, Credit Analysis, Lines Of Credit, Loans, Customer Relations, Negotiation, Commercial Mortgages, Retail Banking, Treasury Management, Mortgage Banking, Branch Management, Portfolio Management, Management, Consumer Lending, Mortgage Lending, Customer Service, Credit, Asset Based Lending, Loan Origination, Cross Selling, Financial Analysis, Credit Risk
Education
Bob Jones University 1989 — 1993
BS, Financial Management
Tech Dynamism August 2013 - Present
Bridgepoint Education September 2012 - January 2015
Lender Processing Services, Inc. (LPS) April 2011 - September 2012
First Citizens Bank October 2010 - April 2011
PRA International August 2008 - October 2010
Abbott Vascular Devices September 2007 - July 2008
Toppan Optical Products, Inc. July 2006 - September 2007
AirSep Corporation January 2003 - July 2006
Skills
.net, agile, sql, SQL
Education
University of Illinois Springfield 2004 — 2006
Bachelors, Computer Science
Bryant & Stratton College 2002 — 2003
Associates, Information Technology
First Citizens Bank March 1992 - Present
First Citizens Bank December 2001 - March 2003
First Citizens Bank March 1995 - March 2002
Skills
Commercial Lending, Commercial Banking, Portfolio Management, Commercial Real Estate, Construction Loans, Banking, Risk Management, Credit, Credit Analysis, Consumer Lending, Training, Management, Leadership, Loans, Retail Banking, Mortgage Lending, Investments, Underwriting, Commercial Mortgages, Financial Analysis, Sales Management, Strategic Financial..., Small Business Lending, Small Business, Credit Risk, Mortgage Banking, Lines Of Credit, Coaching
Education
Barton College 1980 — 1984
BSBA, Finance and computer
BB&T August 2012 - Present
First Citizens Bank November 2009 - August 2012
First Citizens Bank January 2004 - November 2009
Skills
Microsoft SQL Server, Systems Analysis, Software Development, Vendor Management, User Acceptance Testing, Payment Systems, Electronic Payments, Business Analysis, Banking, Production Support, System Testing, System Design, Requirements Analysis, Windows Server, Regression Testing, Operations Management, IT Operations, Data Management, UAT coordination, Transaction Processing, Business Process..., Product Development, Project Coordination, Programming, Performance Metrics, Disaster Recovery, ASP.NET, Network Architecture, Change Management, Load Balancing, Performance Testing, Defect Tracking, IIS, Active Directory, SSIS, Web Applications, Application Architecture, Application Security, Business Continuity..., Time Management, Test Cases, Release Management, Support Documentation, Application Monitoring, SDLC, T-SQL, Troubleshooting, Operational Risk
Education
Belmont Abbey College 1998 — 2002
BS, Computer Information Systems
First Citizens Bank August 2015 - Present
Macy's June 2015 - August 2015
Skills
Microsoft Office, Customer Service, Social Media, Management, Photoshop, Microsoft Excel, Microsoft Word, Public Speaking, Marketing, Sales
Education
Barton College
Bachelor's of Science, Business Administration and Management, General
First Citizens Bank April 2006 - Present
SouthTrust Bank, acquired by Wells Fargo 2000 - 2006
Equity Bank, acquired by SouthTrust Bank 1990 - 2000
Skills
Banking, Small Business Lending, Credit Analysis, Credit, Commercial Banking, Commercial Lending, Loans, Healthcare, Equipment Loans, Owner Occupied, LTV, Mortgage Lending, Finance, Lines Of Credit, Commercial Real Estate, Medical/Surgical, Business Strategy, Real Estate, Investments, Real Estate Lending, Real Estate Financing, Loan Origination, Consumer Lending, Portfolio Management
Education
University of Miami - School of Business 1979 — 1980
Master of Business Administration (M.B.A.), Accounting and Finance
Babson College 1975 — 1979
Bachelor's degree, Finance, Accounting
First Citizens Bank March 2010 - Present
First Citizens Bank May 2005 - March 2010
Mass Housing Financing Agency October 2004 - April 2005
Sovereign Bank May 2000 - October 2004
Bay State Gas Company 1997 - 2000
State Street Bank 1995 - 1997
The Co-operative Bank of Concord 1993 - 1995
Fleet Bank 1991 - 1992
BayBanks, Inc. 1988 - 1991
Skills
Internal Audit, Enterprise Risk..., Banking, Auditing, Management, Sarbanes-Oxley Act
Education
Suffolk University 1989 — 1991
MBA, Business Management
Boston College 1984 — 1988
BS, Accounting
First Citizens Bank February 2010 - Present
First Citizens Bank February 1997 - February 2010
PNC Bank June 1990 - January 1997
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Banking, Commercial Mortgages, Asset Based Lending, Banking, Commercial Real Estate, Consumer Lending, Credit, Credit Analysis, Customer Service, Financial Analysis, Investment Properties, Leadership, Loan Origination, Mortgage Banking, Mortgage Lending, Mutual Funds, New Business Development, Refinance, Retail Banking, Risk Management, Wealth Management
Education
Bellarmine University 1997 — 2001
MBA
Georgetown College 1986 — 1990
BS, Finance and Marketing
SystemCare Health August 2015 - Present
Asurion December 2014 - July 2015
Johns Hopkins Hospital January 2013 - November 2014
Geisinger Health System June 2009 - January 2013
Pipeline Interactive December 2007 - February 2009
First Citizens Bank September 2006 - May 2007
Cassels Caywood Love, Inc. July 2003 - August 2006
Wachovia Bank 2000 - 2003
Wachovia Bank 1997 - 2000
Skills
Advertising, Event Planning, Media Planning, Graphic Design, Corporate Branding, Strategic Planning, Management, Marketing Strategy, Social Media, Marketing Communications, Email Marketing, SEO, Direct Marketing, Marketing, Public Relations, Account Management, Copywriting, Online Advertising, New Business Development, Integrated Marketing, Project Management, Event Management, E-commerce, Budgets, Newsletters
Education
Bloomsburg University of Pennsylvania 1995 — 1997
BS Business Administration, Marketing
Indiana University of Pennsylvania 1993 — 1995
Marketing/Marketing Management, General
CommunityOne Bank 2012 - Present
Capital Bank October 2009 - December 2011
First Citizens Bank September 2005 - January 2009
Wachovia Bank May 2003 - August 2005
Skills
Bank Secrecy Act, Banking, AML, Investigation, Financial Risk, Fraud, Retail Banking, OFAC, Due Diligence, Enterprise Risk..., KYC, Operational Risk, Operational Risk..., Risk Assessment, USA PATRIOT Act, Anti Money Laundering
Education
Montreat College 2004 — 2008
MBA, Business Administration
Belmont Abbey College 1994 — 1996
BA, Political Science
WC & Co. February 2014 - Present
Supreme Corporation June 2009 - January 2014
Liberty Bank & Trust Co June 2006 - June 2009
M&F Bancorp, Inc. September 2003 - June 2006
First Citizens Bank April 1997 - September 2003
MTI/The Image Group, New York, NY 1992 - 1996
Bank Leumi Trust Company of N.Y 1986 - 1992
Bankers Trust Company 1977 - 1986
Skills
Finance, Risk Management, Accounting, Budgets, Financial Analysis, Commercial Lending, Real Property, Financial Reporting, Banking, Cash Management, Commercial Banking, Credit, Leadership, Loans, Credit Analysis, Strategic Planning, Managerial Finance, Strategy, Cash Flow, Mergers & Acquisitions, Management, Team Building
Education
New York University - Leonard N. Stern School of Business 1979 — 1983
Corporate Finance
City University of New York-Baruch College 1972 — 1975
BBA, Accounting
CUNY Bronx Community College
Associate of Arts and Sciences (A.A.S.), Accounting
First Citizens Bank January 2015 - Present
First Citizens Bank March 2014 - January 2015
Capital Bank January 2012 - February 2014
SunTrust Bank October 1997 - January 2012
Southern Bank and Trust Co. June 1996 - September 1997
Skills
Commercial Lending, Credit, Credit Analysis, Commercial Banking, Banking, Financial Analysis, Credit Risk, Small Business Lending, Portfolio Management, Retail Banking, Underwriting, Loans, Lines Of Credit, Consumer Lending, Loan Origination
Education
Barton College
BS, Finance & Business Administration
Campbell University
MBA
First Citizens bank 2007 - Present
United Health Care 2000 - 2005
Chevy Chase Bank 1995 - 1997
Education
Boston University Questrom School of Business
MBA
University of Baltimore School of Law
JD
University of Pennsylvania - The Wharton School
BS Econ
City National Bank 2014 - Present
First Citizens Bank 2010 - 2013
CalNational Bank 2002 - 2010
Bank of America 1997 - 2002
Echoes & Associates 1996 - 1997
Southern Baptist Credit Union 1994 - 1996
HomeFed Bank, FA 1990 - 1994
Skills
Real Estate Development, Credit Analysis, Mortgage Lending, Commercial Mortgages, Underwriting, Credit Risk, Small Business Lending, Mortgage Banking, Loans, Commercial Banking, Loan Origination, Asset Based Lending, Retail Banking, Financial Analysis, Portfolio Management, Real Estate, Commercial Lending, Banking, Credit
Education
Biola University
Master's Degree
San Diego State University-California State University
Bachelor's Degree
First Citizens Bank July 2015 - Present
Branch Banking and Trust September 2003 - July 2015
Southtrust Bank 1993 - 2003
Skills
Branch Banking, Cash Management
Education
Broward Community College 1989 — 1992
Business Administration
Nova High School 1984 — 1987
First Citizens Bank December 2010 - Present
Pathfinder Point, Inc September 2008 - January 2009
California Bank & Trust 2002 - 2007
Tokai Bank of CA 1998 - 2001
Sanwa Bank 1993 - 1995
Bank of America 1982 - 1992
Skills
Loans, Small Business Lending, Credit Analysis, Commercial Lending, Credit, Lines Of Credit, Commercial Banking, Underwriting, Asset Based Lending, Real Estate, Commercial Mortgages
Education
University of Southern California 1980 — 1982
MBA, Finance
Brigham Young University 1973 — 1976
BA, Communications
BB&T September 2014 - Present
BB&T May 2012 - September 2014
First Citizens Bank June 2010 - May 2012
First Citizens Bank December 2006 - June 2010
Watson Pharmaceuticals 2004 - 2006
Ernst & Young September 2003 - November 2004
Ascential Software 2000 - 2003
Arthur Andersen 1999 - 1999
Skills
IT Audit, Sarbanes-Oxley Act, Enterprise Risk..., Internal Audit, PCI DSS, Consulting, SSAE 16, IT Risk Management, CISA, CGEIT, ISA, CRISC, Big Four, Banking, FFIEC, GLBA, HIPAA, IT Security Policies, MBA, COBIT, Information Security..., Business Continuity, Risk Management, Operational Risk..., Information Security
Education
Barry University
BS MIS, MIS/Accounting
CMHS
Florida Atlantic University
MBA, Accounting
Babcock and wilcox April 2014 - Present
Time Warner Cable August 2010 - April 2014
First Citizens Bank October 2006 - July 2010
Education
Belmont Abbey College 2008 — 2010
B.A., Accounting
First Citizens Bank VP Collections and CounselUnited Healthcare Company2000 - 2005
Creditrust Corporation 1997 - 2000
Chevy Chase Bank 1995 - 1997
Education
University of Baltimore School of Law 1979 — 1982
JD
Boston University Questrom School of Business 1974 — 1977
MBA, Concentration in Computer Science
University of Pennsylvania - The Wharton School 1966 — 1970
BS Econ, Sociology and Work Relations
First Citizens Bank August 2006 - Present
Bank Atlantic 1984 - 2006
Skills
Commercial Banking, Banking, Sales Management, Customer Service, Merchant Services, Credit, Commercial Lending, Small Business Lending, Consumer Lending, Loans, Mortgage Lending, Loan Origination, Deposits, Commercial Mortgages, Retail Banking, Credit Analysis, Lines Of Credit, Branch Management, Treasury Management, Treasury Services, Underwriting
Education
Broward College
Accounting
Florida Atlantic University
Accounting and Finance
n/a
Campbell Taylor & Company November 2014 - Present
First Citizens Bank December 2012 - November 2014
Wells Fargo July 2011 - December 2012
Wells Fargo Bank February 2010 - July 2011
Wells Fargo October 2009 - February 2010
Wells Fargo Commercial Banking August 2007 - October 2009
Wells Fargo June 2006 - September 2006
Skills
Financial Analysis, Customer Relations, Commercial Banking, Credit Analysis, Commercial Lending, Credit, Customer Service, Banking, Treasury Management, Loans, Underwriting, Portfolio Management, Relationship Management
Education
California Polytechnic State University-San Luis Obispo 2002 — 2007
Bachelor of Science, Business Administration, Accounting, Marketing
First Citizens Bank
Skills
Small Business Lending, Credit, Loans, Banking, Credit Analysis, Lines Of Credit, Public Speaking, Investments, Budgets, Relationship Management, Loan Origination, Insurance, Underwriting, Risk Management, Cross Selling
Education
UNC - Chapel Hill 1985 — 1986
Carolina School of Banking, Banking and Finance
Caldwell Community College and Technical Institute 1977 — 1979
Associate's degree, Accounting and Data Processing
Hibriten High School 1974 — 1977
High School Diploma
Caldwell Coummunity College
First Citizens Bank July 2012 - Present
IronStone Bank January 2003 - June 2012
Wells Fargo January 1998 - January 2003
Skills
Finance, Relationship Management, Construction Loans, Commercial Lending, Small Business Lending, Mortgage Banking, Commercial Banking, Asset Based Lending, Real Estate, Refinance, Real Estate Financing, Credit, Loans, Risk Management, Financial Reporting, Customer Service, Strategic Planning, Accounting, Management, Cross Selling
Education
Cal State Fullerton
Bachelor of Arts (BA), Accounting
First Citizens Bank July 2010 - Present
Education
Bridgewater College 1998 — 2002
Business Admin
United Community Banks, Inc. 2014 - Present
First Citizens Bank 2013 - 2014
Raymond James & Associates, Inc. 2007 - 2013
United Community Banks, Inc. 2002 - 2007
SunTrust Banks, Inc. 2001 - 2002
SunTrust Banks, Inc. 1999 - 2000
Bank of America 1995 - 1997
Skills
Corporate Finance, Financial Analysis, New Business Development, Mergers & Acquisitions, Banking, Investment Banking, Finance, Financial Institutions, Strategic Planning, Financial Modeling, Capital Markets, Capital Raising, Corporate Development, Deal Execution, Negotiation, Communication, Strategic Communications, Corporate Communications, Compliance, Internal Audit, Fixed Income, Portfolio Management, Private Equity, Asset Management, Investments, Executive Management, Financial Services, Investor Relations, Business Development, Analysis
Education
Wake Forest University - Babcock Graduate School of Management 1997 — 1999
MBA, Finance - Investment Banking
Bentley University 1988 — 1992
BS, Finance
BNI Rainmakers October 2011 - Present
First Citizens Bank September 2003 - Present
Skills
Equipment Loans, Merchant Services, Small Business, Commercial Lending, Small Business Lending, Finance, Financial Services, Management, Mortgage Lending, Leadership, Employee Benefits, Banking, Networking, New Business Development, Loans, Time Management, Customer Satisfaction, Business Development
Education
California State University-Fullerton 2004 — 2007
BA Degree, History
Saddleback College
AA Degree
InfuSystem, Inc. August 2008 - Present
Harmony Labs, Inc May 2008 - August 2008
Land Capital Group, Inc November 2006 - March 2008
First Citizens Bank January 2006 - October 2006
Multi-Ad 2004 - 2005
Skills
Time Management, Marketing, Customer Service
Education
Bradley University 2001 — 2005
Bachelor of the Arts, Marketing
First Citizens Bank June 2010 - Present
SunTrust 2006 - 2010
Education
Bridgewater College 2002 — 2006
Bachelor of Arts, Business Administration w/ Marketing Concentration
E.C. Glass High School 2000 — 2002
First Citizens Bank April 2015 - Present
Aleris International, Inc August 2006 - August 2010
Skills
Cash Management, Risk Management, Banking, Credit, Process Improvement, Loans, Financial Analysis, Commercial Banking, Credit Analysis, Retail Banking, Portfolio Management, Credit Risk
Education
Baldwin-Wallace College 1999 — 2003
Bachelors Degree, Business Administration - Finance
First Citizens Bank September 2011 - Present
Education
Barton College 2009 — 2014
Bachelor's Degree, Business Administration, Human Resources Management, and Accounting, Magna Cum Laude
First Citizens Bank November 2010 - Present
Education
Cal State San Marcos
BA, Business
Springleaf Financial Services August 2005 - Present
First Citizens Bank October 2004 - August 2005
Tax Trax Inc. December 2003 - March 2004
Skills
Consumer Lending, Mortgage Lending, Loans, Branch Management, Loan Origination, Credit, Loss Mitigation, Underwriting, Mortgage Servicing, Credit Analysis, Mortgage Underwriting, Loan Servicing, Insurance, Mortgage Banking, Home Equity Loans, Banking, Refinance, Life Insurance, Merchant Services, Financial Analysis
Education
Baker College Center for Graduate Studies 2006 — 2008
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of North Carolina at Greensboro 2000 — 2004
Bachelor of Applied Science (BASc), Finance, Insurance, and Real Estate
Bank of America May 2011 - Present
First Citizens Bank September 2007 - 2011
Skills
Banking, Customer Service, Management, Credit, Loans, Financial Analysis, Mortgage Lending, Commercial Banking, Risk Management, Portfolio Management
Education
Auburn University
Bachelor's Degree, Business Administration
First Citizens Bank November 2006 - January 2013
Nationwide Insurance November 1996 - March 2001
CENTRAL CAROLINA BANK AND TRUST COMPANY March 1994 - November 1996
ENTERPRISE NATIONAL BANK January 1992 - March 1994
Home Savings of America September 1988 - July 1991
Skills
Cash Management, Management, Internal Controls, Branch Banking
Education
Biola University 1985 — 1988
Bachelor's degree, Psychology
Northwestern Michigan College 1980 — 1983
Associate of Arts (AA), Psychology
First Citizens Bank January 2010 - Present
Siemens Enterprise Communications 2000 - 2010
Skills
Commercial Lending..., Credit, Portfolio Management, Loans, Credit Analysis, Credit Risk, Banking, Risk Management, Commercial Lending, Retail Banking, Strategic Planning, Commercial Banking, Consumer Lending
Education
Baruch College 1973 — 1977
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Baruch College, City University of New York (CUNY) 1973 — 1977
Bachelor's degree, Business Administration and Management, General
First Citizens Bank September 2007 - Present
First Citizens Bank 2004 - 2007
Skills
Sales, Retail Banking, Banking, Consumer Lending, Lines Of Credit, Revolving Lines of..., Equipment Loans, Installment Loans, DDA, Money Market Accounts, Certificates of Deposit, Retail Financing, Car Loans, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Beaufort County Community College 1993 — 1995
Liberal Arts and Sciences/Liberal Studies
SunGard February 2015 - Present
FIRST CITIZENS BANK December 2013 - September 2014
REMX FINANCIAL STAFFING (Wells Fargo & Co.) August 2013 - November 2013
JP MORGAN CHASE March 2011 - June 2013
JP MORGAN CHASE 2007 - 2011
TAX SERVICE – JACKSON HEWITT January 2007 - April 2010
SAM’S CLUB August 2006 - May 2007
SITE SUPPORT SERVICE, INC November 1997 - October 2006
Skills
Accounts Receivable, Customer Service, Software Documentation, Finance, Analysis, Accounting, Auditing, Training, Invoicing, Loans, Human Resources, Team Leadership, Mortgage Lending, Troubleshooting, Bank Reconciliation, Tax, Teamwork, Financial Services, Spreadsheets, Data Analysis, Process Improvement, Banking, Access
Education
Borough of Manhattan Community College 1983 — 1986
Associate of Arts and Sciences (A.A.S.), Data Processing
Ward and Smith, P.A. January 2011 - Present
First Citizens Bank August 1988 - January 2008
Skills
Estate Administration, Estate Planning, Wealth Management, Finance, Investments, Trusts
Education
Bucknell University 1982 — 1985
Central Atlantic School of Trust
Edinboro University of Pennsylvania 1977 — 1981
Bachelor of Arts (B.A.), Business Administration and Management, General
JPMorgan Chase September 2014 - Present
First Citizens Bank October 2010 - September 2014
First Citizens Bank July 2010 - October 2010
Billy Casper Golf July 2008 - June 2010
Skills
Sales
Education
Wright State University
Bachelor of Science (BS), Accounting and Business/Management
Bowling Green State University
Bachelor of Science (BS), Accounting and Business/Management
First Citizens Bank Leasing Sales CoordinatorFirst Citizens BankAugust 2001 - Present
First Citizens Bank August 2001 - August 2005
Skills
Commercial Banking, Mortgage Lending, Customer Service, Risk Management, Portfolio Management, Credit Analysis, Financial Analysis, Relationship Management, Vendor Management, Process Improvement, Business Analysis, Investments
Education
Bob Jones University
Highland Home School January 2006 - Present
First Citizens Bank October 1991 - May 2005
Skills
Mathematics Education, Classroom, Tutoring, Educational Technology, Lesson Planning, Classroom Management, Curriculum Development, Differentiated..., Instructional Technology, Teacher Training, K-12, Algebra, Elementary Education
Education
Auburn University at Montgomery 2003 — 2005
Bachelor of Science (B.S.), Early Childhood/Elementary Education
Luverne High School 1983 — 1989