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
First Citizens Bank November 2013 - Present
First Citizens Bank December 2009 - November 2013
First Citizens Bank September 2007 - December 2009
CapTrust May 2007 - August 2007
Campbell University August 2006 - May 2007
Winn Dixie Stores August 2000 - August 2005
Skills
Retirement Planning, Financial Services, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Project Management, Qualified Retirement..., Retirement Benefits, Microsoft Word, Accounting, CRM, Problem Solving, Public Speaking, Event Planning, Employee Benefits, Relationship Management, Customer Retention
Education
Campbell University
Master of Business Administration (MBA), Business Administration
Campbell University 2002 — 2007
Bachelor of Business Administration (BBA), Trust and Investment Management
KraftCPAs PLLC Senior Manager/ Wealth AdvisorKraft CPAs, PLLC/ Kraft Asset Management, LLCJanuary 2014 - Present
U.S. Trust July 2006 - January 2014
First Citizens Bank January 2000 - August 2006
Wells Fargo June 1994 - January 2000
Skills
Wealth Management, Investment Management, Investment Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Banking, Portfolio Management, Series 7, Mutual Funds, High Net Worth..., Wealth, Asset Management, Investments, Equities, Retirement Planning, Investment Strategies, Private Banking, Financial Risk, Strategic Financial..., Financial Advisory, Estate Planning, Financial Structuring, Trust Services, Fixed Income, Hedge Funds, Series 63, Securities
Education
College for Financial Planning 1994 — 1996
Certified Financial Planner (CFP), Financial Planning and Services
Campbell University 1992 — 1994
Master of Business Administration (MBA), Finance and Trust
Campbell University 1989 — 1992
Bachelor of Business Administration (BBA), Trust
Community Trust and Investment Company January 2011 - Present
Community Trust and Investment Company January 2004 - December 2010
First Citizens Bank July 1987 - January 2004
Skills
Investments, Trusts, Wealth Management, Estate Planning, Asset Allocation, Insurance, Investment Management, Management, IRAs, Private Banking, Trust Management, Investment Strategies, Wealth, Portfolio Management, Retirement Planning, Wealth Management..., Asset Management, Financial Analysis, Building Relationships, Strategic Financial..., Accounting, Financial Planning, Investment Advisory, High Net Worth..., Loans
Education
Campbell University 1983 — 1987
BBA, Trust Management, Summa Cum Laude
First Citizens Bank May 2013 - September 2015
Campbell University August 2011 - May 2015
Skills
Banking, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Teamwork, Time Management, Deposits
Education
Campbell University 2011 — 2016
Master of Business Administration (MBA), Trust and Wealth Management
Lowe's Home Improvement April 2002 - Present
Pier 1 Imports 2007 - Present
First Citizens Bank 1999 - 2001
Skills
Sales, Visual Merchandising, Inventory Management, Loss Prevention, Inventory Control, Big Box, Employee Training, Shrinkage, Planograms, Microsoft Excel, Microsoft Word, PowerPoint, Team Building, Management, Leadership, Cashiering, Team Leadership, Merchandising, AutoCAD, POS, Data Entry, Telephone Skills, Training, Creative Merchandising, Merchandise, Inventory, Teamwork, Hand Drafting, Trend, New Store Openings, Cash Register, Merchandise Planning
Education
University of North Carolina at Greensboro 2004 — 2006
Interior Architecture
Carteret Community College 2002 — 2004
Associate of Arts (AA), Interior Design
Craven Community College 1995 — 1998
Associate's degree, Business/Commerce, General
Capital Bank May 2015 - Present
Campbell University Call Team January 2015 - April 2015
Food Lion May 2012 - April 2015
First Citizens Bank May 2014 - December 2014
Lundy-Fetterman School of Business April 2013 - May 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, English, Java, Research, SQL, Windows, Social Media, HTML, Team Leadership, Public Speaking, Time Management, Access, Outlook, Banking
Education
Campbell University, Lundy-Fetterman School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Trust and Wealth Management, Senior
Western Alamance High School 2007 — 2011
High School Diploma
Citi February 2015 - Present
Xerox October 2013 - February 2015
Fujitsu November 2012 - October 2013
BB&T October 2010 - November 2012
First Citizens Bank December 2009 - October 2010
Food Bank of Central & Eastern NC 2008 - 2010
Fidelity Investments May 2007 - July 2009
Wachovia Bank February 2005 - May 2007
Wachovia Bank August 2000 - February 2005
Moss Adams LLP 1999 - 2000
Skills
Program Management, Project Portfolio..., Software Project..., Offshore Project..., Web Project Management, Project Management, SDLC, Microsoft Project..., Visio, SharePoint, Agile, Waterfall, Process Improvement, Clarity, Implementation Project..., HRO, Business Relationship..., PMO, Resource Allocation, Resource Management, MS Project, Agile Methodologies, Vendor Management, Team Leadership, PMP, CRM, Management, Integration, Leadership, Business Process, Six Sigma, Analysis, Human Resources, Requirements Analysis, User Acceptance Testing, Requirements Gathering, Business Analysis, Business Requirements, IT Strategy, Databases, Risk Management, Project Delivery, Agile Project Management, Software Documentation, IT Management, IT Service Management, ITIL, Enterprise Architecture, Outsourcing, Cross-functional Team...
Education
Chapman University 1992 — 1993
MBA Progam
California State University-San Bernardino 1988 — 1991
BS, Business Admin / Accounting
Wells Fargo January 2012 - Present
Wachovia, A Wells Fargo Company May 2011 - Present
Federal Reserve Bank of Richmond June 2006 - July 2009
First Citizens Bank March 2004 - June 2006
First Citizens Bank March 2004 - June 2006
Sprint PCS February 2001 - March 2004
EDS Group January 1995 - March 2002
Skills
Program Management, Training, Project Management, Leadership, Customer Service, Management, Account Management, Time Management, Budgets, Troubleshooting, Team Building, Human Resources
Education
Capella University 2015 — 2017
Master's Degree, Health/Medical Psychology
University of North Carolina at Charlotte 2009 — 2011
BS, Marketing
University of Phoenix 2007 — 2008
A.S, Business Administration
Central Piedmont Community College 2002 — 2006
A.A., Psychology
California Bank & Trust September 2012 - March 2014
First Citizens Bank April 2005 - August 2012
California Bank & Trust April 1990 - April 2005
Skills
Finance, Credit, CRM, Loans, Financial Services, Analysis, Negotiation, Commercial Real Estate, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Portfolio Management, Consumer Lending, Lines Of Credit, Retail Banking, Loan Origination
Education
California State University-Northridge
MS, Management
Hofstra University
BS, Management
Self-employed October 2013 - Present
First Citizens Bank July 2010 - Present
Fords Produce Company June 2009 - July 2010
Skills
Creativity, Product Design, Designs, Customer Service, Customer Satisfaction, Entrepreneurship, Small Business, Business Development, Finance, Banking, Microsoft Office, Notary Public, Motivation, Leadership
Education
Central Carolina Community College 2007 — 2008
Chemistry
City National Bank March 2013 - Present
First Citizens Bank March 2012 - March 2013
Architectural Plastics INC. July 2011 - March 2012
US Bank 2010 - 2011
Wells Fargo 2001 - 2010
Skills
Loans, Treasury Management, Commercial Banking, Credit Analysis, Banking, Commercial Lending, Commercial Mortgages, Loan Origination, Mortgage Lending, Small Business Lending, Consumer Lending, Lines Of Credit, SBA, Relationship Management, Finance, Cash Flow Lending, Commercial Real Estate, SBA 504
Education
California State University-Long Beach
First Citizens Bank April 2013 - September 2014
First Citizens Bank September 2012 - April 2013
Crown Dodge of Fayetteville August 2012 - September 2012
First Citizens Bank February 2009 - July 2012
Baker Chevrolet August 2006 - February 2007
Skills
Automotive Repair, Financial Services, Church Consulting, Pastoral Care, Retail Banking
Education
Cape Fear Community College 2013 — 2017
Accounting
Southeastern Community College 2007 — 2012
Associate of Arts (A.A.), Business/Corporate Communications
Union First Market Bank Alton Bank & Trust Co. Alton ILAlton Bank
First Citizens Bank February 1976 - December 1984
Education
Campbell University
Delta Private Jets January 2012 - Present
First Citizens Bank May 2009 - April 2011
Premier Mortgage Group August 2007 - May 2009
Wells Fargo March 2003 - August 2007
Skills
Aircraft, Charter, Airlines, Airports, Flights, Commercial Aviation, Tourism, Flight Planning, Aircraft Maintenance, Flight Safety, Aviation, Airworthiness, Civil Aviation, Business Aviation, Helicopters, Piloting, Avionics, Airline Management
Education
University of North Carolina at Pembroke 2009 — 2011
Master of Public Administration (MPA), Operations Management
Campbell University 1998 — 2002
Bachelor of Science (BS), Wealth and Investment
Bank of Commerce Sacramento December 2014 - Present
Sutter Roseville Medical Center Foundation February 2012 - Present
Rabobank September 2013 - November 2014
Rabobank October 2012 - November 2014
First Citizens Bank February 2011 - October 2012
100XTV.com May 2010 - February 2011
FCI Commercial Capital April 2003 - May 2010
Bank of America February 1996 - August 2000
Wells Fargo Bank June 1991 - April 1995
Skills
Loans, Real Estate, Email Marketing, Small Business Lending, Commercial Mortgages, Business Analysis, New Business Development, Strategic Planning, Sales Management, Mortgage Lending, Commercial Banking, Commercial Lending, Banking, SBA, Commercial Real Estate, Relationship Management, USDA, Business Development, Credit, Portfolio Management, Finance, Lines Of Credit, Investments, Credit Analysis
Education
California State University-Sacramento 1989 — 1991
BA, Business with an emphasis in Real Estate
Sierra College 1987 — 1989
AA, Business
First Citizens Bank January 2015 - Present
First Citizens Bank September 2014 - January 2015
Cape Fear Farm Credit April 2010 - September 2014
First Citizens Bank December 2005 - May 2010
Skills
Retirement Planning, Wealth Management, Banking
Education
Campbell University, Lundy-Fetterman School of Business 2014 — 2015
Master of Trust and Wealth Management, Financial Planning and Services
Campbell University, Lundy-Fetterman School of Business 2001 — 2006
Master of Business Administration (MBA)
First Citizens Bank April 2015 - Present
CGI July 2010 - February 2015
General Dynamics August 2005 - July 2010
CSC January 1993 - July 2005
Oakland University September 1996 - May 1997
Skills
Instructor-led Training, Instructional Design, Requirements Analysis, Software Documentation, Training, E-Learning, Visio, SharePoint, Technical Writing, SDLC, Integration, Proposal Writing, Captivate, User Acceptance Testing, ADDIE, Testing, Management, Process Improvement, Technical Documentation, Requirements Gathering, Technical Support, SnagIt, Employee Training, Functional Design, SCORM, Storyboarding, JIRA, Delivering Technical..., Business Analysis, System Integration..., Internal Communications, Human-centered Design, Documentum, Microsoft Office, Modernization, Silk Central, Technical Training, Learning Management...
Education
Central Michigan University
BS, Management Information Systems, General
First Citizens Bank February 2011 - Present
First Citizens Bank 2010 - May 2011
Right Managment October 2007 - 2010
Right Management October 2006 - September 2007
Education
California State University-Hayward - School of Business and Economics 2007 — 2009
M.B.A., Finance Option
North Carolina State University 2000 — 2004
B.S., Political Science
eBay Enterprise November 2012 - Present
Citi Bank September 2012 - November 2012
Walmart March 2010 - November 2011
Sunrise United Methodist Church 2004 - 2009
U. S. Equal Employment Opportunities Commissions May 2008 - August 2008
Holiday Inn Express February 2007 - May 2008
First Citizens Bank October 2000 - January 2007
Caraleigh Furniture Company January 1999 - January 2000
Barrus Construction Company January 1997 - January 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Peachtree, QuickBooks, Quicken, Quicktime, HRIS, Siebel, Organizational..., Oracle HR, Organizational..., Customer Service, Strategic Planning, Strategic Communications, Human Resources, Payroll, Accounting, Performance Management, Recruiting, Employee Relations, Leadership, Training
Education
Capella University 2014 — 2017
Master's Degree, General Information System Management, 4.0
Capella University 2010 — 2014
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General, 4.0
Merdith College 2001 — 2009
Bachelor of Science degree in Business Administration, Human Resources Management/Personnel Administration, General
National Advisors Trust Company, FSB June 2015 - Present
First Citizens Bank May 2014 - August 2014
Link Staffing Services February 2011 - April 2014
Skills
Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Teamwork, Time Management, Investments, Financial Analysis
Education
Campbell University 2011 — 2015
Bachelor of Business Administration (BBA), Trust and Wealth Management
Olympic High School 2007 — 2011
Wells Fargo September 2015 - Present
Wells Fargo June 2014 - August 2015
First Citizens Bank May 2013 - August 2013
WT's Guns and Indoor Range June 2005 - May 2013
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Sales, Social Networking, Data Analysis, Data Entry, Access, Leadership, Time Management, Teamwork, Insurance, Customer Satisfaction, Wealth Management..., Financial Services, Trust Management, Wealth, Analysis, Relationship Management, Wealth Management, Financial Planning, Banking, Finance, Investments, Financial Analysis
Education
Campbell University 2010 — 2014
Bachelor of Business Administration (BBA), Trust and Wealth Management, Minor in Financial Planning
First Citizens Bank June 2013 - Present
CapTrust January 2012 - March 2013
BB&T August 1999 - November 2011
Centura Bank December 1995 - July 1999
NationsBank ( Bank of America ) January 1987 - November 1995
Penn Mutual Life Insurance July 1983 - December 1986
Skills
Complex Sales, Investments, Market Analysis, Pricing Negotiation, PowerPoint, Excel, SharePoint, Prospect Research, Consultancy, Cold Calling, Public Speaking, Board Presentations, Executive Compensation, Financial Planning, Sales Presentations, Territory Analysis, Sales Management, Project Planning, Project Implementation, Problem Solving, Advisory Boards, Enterprise Sales, Asset Management, Wealth Management, Corporate Trust, 401k, New Business Development, Asset Managment, Medicare, Long Term Care Insurance, Life & Health Insurance..., Qualified Retirement..., Finance, Pensions, Strategic Financial..., Banking, Insurance, Series 65, Analysis, Asset Allocation, Retirement Plan..., Retirement Planning
Education
College for Financial Planning 1991 — 1993
CFP, Financial planning
North Carolina Wesleyan College 1979 — 1983
BA, Economics, Business Administration
Campbell University
Southeastern Trust School
Cannon Trust School
Personal Trust
Cannon Trust School
Employee Benefits
Kaplan Financial
First Citizens Bank January 2014 - Present
First Citizens Bank December 2012 - January 2014
Contractor August 2012 - December 2012
North Carolina State University May 2011 - February 2012
Credit Suisse January 2007 - May 2011
Skills
Microsoft Office, Financial Analysis, Research, Microsoft Excel, Financial Modeling, Finance, Derivatives, Treasury Management, Collateral Management, Investment Banking, Accounting, Financial Reporting, Regulatory Documentation, General Ledger, Journal Entries, Account Reconciliation, GAAP, Equity Derivatives, Portfolio Management, Month End Close, Project Management
Education
Campbell University 2005 — 2006
Master of Business Administration (MBA)
North Carolina State University 2001 — 2004
Business Management
Trust Consultant-Self October 2014 - Present
SunTrust Bank January 2013 - September 2014
American National Bank and Trust Company April 2012 - January 2013
The Fidelity Bank January 2009 - March 2012
Bank of America January 2008 - January 2009
Bank of America August 2003 - January 2008
First Citizens Bank August 2001 - August 2003
Mayo Yarns, Inc. 1993 - 1998
Skills
Estate Planning, Trusts, Retirement Planning, Trust Management, Investments, Wealth, Wealth Management, Estate Tax Planning, Wealth Management..., Relationship Management, Investment Management, CRM, Asset Allocation, Investment Advisory, Trust Services, High Net Worth...
Education
Campbell University School of Law 1998 — 2001
JD, Law
UNC Chapel Hill 1991 — 1993
BA, Political Science
First Citizens Bank September 2013 - Present
First Citizens Bank January 2008 - Present
First Citizens Bank January 2004 - December 2007
First Citizens Bank January 1995 - December 2003
Skills
Wealth, Retirement, Wealth Management, Investment Advisory, ERISA, Asset Managment, Philanthropic Services, Trust Operations, 401k, Retirement Plan..., Qualified Retirement..., Small Business..., Philanthropy, Private Foundations, Endowments, Effective Communication, Drivers of..., Relationship and..., Strategic Financial..., Asset Management, Investments, Retirement Planning, Series 63, Series 6, Series 26, Life & Health Insurance..., CRSP, FINRA, Estate Planning, Investment Management, Asset Allocation, Portfolio Management, Banking, Personal Trust..., Trust Services, Trust Management, Finance, Series 7, Leadership
Education
Campbell University 1991 — 1994
BBA, Trust & Wealth Management
First Citizens Bank March 2014 - Present
Smith College August 2012 - Present
Eastern District of the US District Courts in NC May 2012 - August 2012
ThinkGlobal, Inc September 2011 - May 2012
Smith College February 2011 - May 2012
Skills
Marketing, Publishing, Microsoft Office, Writing, Critical Thinking, Organizational..., Event Planning, Event Management, Public Speaking, Public Relations, Fundraising, Goal Oriented, Volunteer Recruiting, Customer Service, Legal Research, HTML, Photoshop, Academic Writing, Proofreading, Time Management, Research, Community Outreach, Nonprofits
Education
Campbell University, Norman Adrian Wiggins School of Law 2014 — 2017
Juris Doctor (J.D.)
Smith College 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature, Psychology, Book Studies Concentration
St. David's School 2005 — 2009
Regions Financial Corporation July 2007 - Present
Regions Financial Corporation December 2002 - September 2007
Wachovia, A Wells Fargo Company July 1992 - December 2002
First Citizens Bank June 1989 - July 1992
Skills
Wealth Management, Private Banking, Wealth Management..., Commercial Lending, Investment Advisory, Portfolio Management, Commercial Banking, Banking, Credit, Loans, Trust Services, Asset Allocation, Investments, Small Business Lending, Strategic Financial..., Retirement Planning, High Net Worth..., Estate Planning
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2005
Executive Programs, Regions Leadership Institute
College for Financial Planning 1998 — 2001
CFP Professional Education Program, Financial Planning
Campbell University 1985 — 1989
BBA, Trust Management/Financial Planning
First Citizens Bank December 2011 - Present
First Citizens Bank June 2003 - November 2011
BB&T May 2002 - July 2002
Skills
Enterprise Risk..., Banking, Credit, Financial Services, Commercial Banking, Risk Management, Auditing, Internal Audit, Sarbanes-Oxley Act, Financial Analysis, Financial Risk, Internal Controls, AML, Credit Risk, Retail Banking, Portfolio Management, Commercial Lending, Loans, Credit Analysis, Consumer Lending, Operational Risk..., Wealth Management
Education
Campbell University 1998 — 2003
Master of Business Administration (M.B.A.), Trust and Investment Management
BB&T August 2014 - Present
First Citizens Bank October 2013 - August 2014
First Citizens Bank August 2012 - October 2013
Capital Production Group, LLC. January 2011 - August 2013
First Citizens Bank February 2012 - July 2012
First Citizens Bank May 2011 - August 2011
Skills
Banking, Credit, Loans, Consumer Lending, Small Business Lending, Retirement Planning, Finance, Wealth Management..., Sales, Financial Services, Financial Analysis, Retail Banking
Education
Campbell University 2010 — 2012
Master of Business Administration (MBA)
Campbell University 2007 — 2012
Bachelor of Business Administration (BBA), Trust and Wealth Management
Donnalley Marine Services, Inc. October 1998 - Present
First Citizens Bank June 1996 - April 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Budgets
Education
Cape Fear Community College 2010 — 2012
Photography Curriculum, Photography
University of Mount Olive 1998 — 1999
Bachelor of Business Administration (BBA), Business Administration, Management and Operations, 4.0
First Citizens Bank August 2010 - Present
First Private Bank & Trust March 2007 - August 2010
Chase June 2005 - February 2007
Skills
Loans, Banking, Credit, Commercial Lending, Commercial Banking, Commercial Mortgages, Commercial Real Estate, Refinance, Private Banking, Finance, Cross Selling, Relationship Management, Cash Management
Education
CSUN 2007 — 2011
Bachelor's degree, Business and Personal/Financial Services Marketing Operations
Burbank high school
First Citizens Bank February 2012 - Present
Bank of America August 2006 - August 2012
Skills
Consumer Lending, Retail Banking, Banking, Small Business Lending, Loans, Branch Management, Commercial Banking, Credit, Mortgage Lending, Mortgage Banking, Commercial Lending, Loan Origination, Deposits, Lines Of Credit, Credit Analysis
Education
Liberty University 2014 — 2016
Master of Business Administration (M.B.A.), Organizational Leadership
University of North Carolina at Pembroke 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, 3.74
Central Carolina Community College 2008 — 2010
Associate of Arts (A.A.), Business Administration, Management and Operations
Fayetteville Technical Community College 2001 — 2003
Certificate, Automotive Engineering Technology/Technician
Belk April 2014 - September 2015
First Citizens Bank September 2013 - March 2014
Wake Forest Baptist Health October 2002 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, System Administration, Troubleshooting, Project Management, Windows 7, Process Improvement, Computer Hardware, Analysis, Teamwork, Training, Hospitals, OS X, XP, Security, Windows Server, Healthcare Information..., Technical Support, Operating Systems, HIPAA, Access, Encryption, SharePoint, Encryption Software, Active Directory, Software Documentation, Network Administration, Network Security, Databases, Disaster Recovery, Visio, Management, Windows XP
Education
Capella University 2002 — 2006
Bachelor of Science (B.Sc.), Information Technology with Networking
University of North Carolina at Asheville 1993 — 1996
n/a, Music
Wells Fargo Advisors, LLC November 2012 - Present
First Citizens Bank July 2006 - November 2012
Skills
Comprehensive...
Education
Drexel University - College of Business and Administration 2009 — 2010
Master of Business Administration (MBA), International Business
California State University-Sacramento 2002 — 2007
Business Administration, Finance
M&T Bank May 2013 - Present
Pure Romance by Toya August 2004 - Present
BB&T July 2009 - May 2013
First Citizens Bank April 2007 - January 2009
Wells Fargo June 2002 - April 2007
Skills
Customer Service, Business Analysis, Retail Banking, Coaching, Process Improvement, Financial Analysis, Microsoft Excel, Recruiting, Sales, Microsoft Office, Team Building, Loans, Banking, Credit, Insurance, Leadership, Public Speaking, Risk Management
Education
Capella University 2012 — 2014
Buffalo State College 1999 — 2001
First Citizens Bank September 2012 - Present
Wells Fargo Bank October 2009 - September 2012
Wells Fargo July 2007 - October 2009
Wells Fargo Financial October 2006 - September 2007
Skills
Credit Analysis, Credit, Banking, Commercial Lending, Commercial Banking, Commercial Real Estate, Lines Of Credit, Financial Analysis, Financial Risk, Consumer Lending, Relationship Management, Finance, Loan Origination, Loans, Real Estate, SBA, Small Business Lending, Securities, Management, Portfolio Management, Leadership, Customer Service, Underwriting
Education
California State University-Sacramento 2009 — 2011
MBA, Business, Finance, 3.7
University of the Pacific 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General, 3.0
Archbishop Mitty
First Citizens Bank February 2014 - Present
Wells Fargo January 2009 - February 2014
Wachovia, Trust Services January 2004 - January 2009
Bank of America January 2003 - January 2004
SECU January 2001 - May 2003
Skills
Trust Management, Banking, Investment Banking, Superior Client Service, Loans, Wealth Management..., Wealth Management, Investments, Financial Services, Retirement Planning, Credit, Risk Management, Financial Planning, Asset Management, Client Services, Estate Planning, Management
Education
Campbell University 1998 — 2003
Master of Business Administration (M.B.A.), Trust Management
Campbell University 1998 — 2003
MBA; BBA, Trust Management; Trust and Investment Management
Campbell University 1998 — 2003
MBA; BBA, Trust Management; Trust and Investment Management
North Carolina Community College System December 2007 - Present
Johnston Community College February 2010 - Present
Raleigh Rehabilitation & Healthcare Center September 2004 - September 2014
First Citizens Bank November 2005 - September 2009
Wake Technical Community College June 2003 - March 2007
Liberty Tax Service January 2004 - April 2004
Wake Technical Community College July 2001 - June 2003
Wake Technical Community College March 1999 - July 2001
B & M Machining October 1996 - March 1999
B & M Machining and Fabrication April 1996 - March 1999
Skills
SQL, PHP, Project Management, Payroll, Program Management, Leadership, Data Analysis, Accounting, Access, Management, Budgets, Human Resources
Education
UNC Greensboro
Master of Science (M.S.), Information Technology and Operations Management
North Carolina Wesleyan College 1998 — 2001
B.S, Business Administration
Johnston Community College 1996 — 1998
A.A.S, Accounting
Central Carolina Community College 2001 — 2003
Diploma, Library Information Technology; Cataloging & Public Service
Regions Bank January 2005 - Present
SouthTrust Bank December 1992 - January 2005
Southern National Bank December 1987 - December 1992
First Citizens Bank June 1982 - December 1987
Skills
Commercial Lending, Banking, Credit, Loans, Commercial Banking, Small Business Lending, Consumer Lending, Credit Analysis, Loan Origination, Mortgage Lending, Portfolio Management, Real Estate, Risk Management, Retail Banking, Financial Analysis
Education
Campbell University 1985 — 1987
MBA, Masters Business Administration
Campbell University 1978 — 1982
BBA, Business
SECU November 2014 - Present
SECU October 2013 - November 2014
PNC May 2013 - October 2013
PNC August 2012 - May 2013
PNC December 2011 - August 2012
First Citizens Bank May 2008 - September 2011
Duke University Hospital May 2006 - August 2006
Skills
Notary Public, Microsoft Excel, Training, Research, Microsoft Word, Banking, PowerPoint, Recruiting, Risk Management, Finance, Leadership, Public Speaking, Access
Education
Campbell University 2006 — 2011
MBA, 4.0 GPA
First Citizens Bank June 2013 - Present
First Citizens Bank November 2009 - June 2013
First Citizens Bank April 2007 - November 2009
Armor Investment Advisors, LLC May 2006 - April 2007
Bank of America May 2005 - July 2005
Skills
Financial Services, Investment Management, Wealth Management, Relationship Management, Investments, Wealth Management..., Retirement Planning, Trust Services, Investment Advisory, Wealth, Sales, Customer Service, Series 65, 401k, Asset Allocation, Asset Management, ERISA, Strategic Financial..., Accounting, High Net Worth..., Financial Planning
Education
Campbell University 2002 — 2007
BBA/MBA, Master of Business Administration with Finance Concentration
Alta Advisors LLC August 2013 - Present
First Citizens Bank August 2009 - September 2012
Davenport, Marvin, Joyce & Co., LLP February 2005 - August 2007
BB&T August 2001 - October 2004
Skills
Finance, Strategic Financial..., New Business Development, Leadership, Investments, Retirement Planning, 401k, Employee Benefits, Portfolio Management, Insurance, Financial Services, Asset Allocation, Financial Planning, Retirement, Management, Investment Advisory
Education
Central Connecticut State University 1992 — 1994
Actuarial Science, Math, Economics
Frostburg State University 1986 — 1987
Accounting
Gettysburg College 1984 — 1986
Accounting and Finance
First Citizens Bank August 2006 - Present
First Citizens Bank January 2003 - August 2006
Skills
Commercial Lending, Small Business Lending, Loans, Banking, Commercial Banking, Consumer Lending, Management, Credit Analysis, Portfolio Management, Credit, Underwriting, Financial Services, Mortgage Lending, Finance, Retail Banking, Customer Service, Loan Origination, Lines Of Credit, Financial Analysis, Asset Based Lending
Education
North Carolina School of Banking 2012 — 2015
Campbell University 1992 — 1996
Business Administration, Trust Management
Cotten Law, PLLC August 2012 - Present
First Citizens Bank May 2006 - May 2009
Education
Campbell University, Norman Adrian Wiggins School of Law 2010 — 2012
Doctor of Law (J.D.)
Campbell University
Bachelor of Business Administration (B.B.A.), Trust and Investment Management
Elon University
Self Employed November 2010 - August 2011
U.S. Trust, Bank of America Private Wealth Management April 2007 - November 2010
Bank of America June 2003 - April 2007
Bank of America September 2000 - June 2003
Bank of America January 1997 - September 2000
Bank of America June 1993 - January 1997
Branch Banking and Trust Company August 1986 - June 1993
First Citizens Bank August 1984 - August 1986
Skills
Portfolio Management, Banking, Wealth Management
Education
Campbell University 1980 — 1984
BBA
Specialized Training and Community Involvement
Skyline Group International, Inc. 2012 - Present
Intentional Vagabond, Inc. 2008 - 2013
First Citizens Bank May 2005 - June 2010
Vision Into Practice 2004 - 2006
Ashley Turner Development June 2003 - September 2004
Raytheon and Itron 1999 - 2003
U S Navy July 1977 - March 1999
Skills
Leadership Development, Talent Management, Instructional Design, Consulting, Coaching, Executive Coaching, Organizational..., Organizational..., Change Management, Team Building, Strategic Planning, Leadership, Succession Planning, Performance Improvement, Performance Management, Management Consulting, Emotional Intelligence, Executive Development, Public Speaking, Staff Development, Program Management, Personal Development, Employee Engagement, Culture Change, Training, Employee Training, Management, Career Development, MBTI, Human Resources, Career Counseling, 360 Feedback, Executive Management, Management Development, Workshop Facilitation, Performance Consulting, Needs Analysis, E-Learning, Business Coaching, Blended Learning, Strategy, Project Planning, Organizational Design, Resume Writing, Entrepreneurship, Conflict Resolution, Learning Management, Training Delivery, Strategic Thinking, Organizational Learning
Education
University of Phoenix 2003 — 2007
DM
Capella University 2000 — 2001
MS
Troy State University 1986 — 1995
BAS
Duke University May 2013 - Present
CapStone Bank 2012 - 2013
CapStone Bank 2012 - 2013
CapStone Bank 2012 - 2013
Greystone Bank Raleigh NC July 2009 - February 2012
Harrington Bank October 2006 - July 2009
First Citizens Bank 2006 - 2006
Central Carolina Bank 1999 - 2004
National Commerce Financial 1999 - 2004
Skills
Inventory Management, Account Reconciliation, Banking, Accounting, Financial Analysis, Training, Debit Cards, Credit, Cash Management, Credit Analysis, Risk Management, Loans, Credit Cards, Payments
Education
Campbell University
BA, Social Science
Peace College
AA Liberal Arts
First Citizens Bank June 1976 - Present
Skills
Estate Planning, Trust Management, Wealth Management, Strategic Financial..., Investment Advisory, High Net Worth..., Financial Advisory, Wealth, Asset Allocation, Asset Management, Financial Services, Investment Management, Investments, Portfolio Management, Retirement, Retirement Planning, Wealth Management..., Financial Planning, Series 63, Finance
Education
Northwestern University 1983 — 1986
CTFA, Certified Trust & Financial Advisor
Campbell University 1982 — 1982
Southeastern Trust School
University of North Carolina at Chapel Hill 1974 — 1976
BA, Economics
North Carolina State University 1973 — 1974
Vassar College 1972 — 1973
First Citizens Bank February 2007 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Sales,, Community Outreach
Education
Rochester College 1977 — 1979
AA, Communications
Campbell University
Brown Investment Properties March 2015 - Present
First Citizens Bank February 2014 - February 2015
Old North State Trust, LLC July 2013 - February 2014
Old North State Trust, LLC July 2011 - June 2013
Skills
Financial Planning, Wealth Management, Trust Services, Trusts, Personal Financial..., Trust Management, Estate Planning, Asset Allocation, Mutual Funds, Portfolio Management, Wealth Management...
Education
Campbell University 2007 — 2011
Trust and Wealth Management, Financial Planning
Campbell University 2007 — 2011
Bachelor of Business Administration (BBA), Trust and Wealth Management
First Citizens Bank May 2006 - Present
Nelson Creations September 2013 - Present
Enterprise-Journal 2004 - 2006
Jones Law Group, P.A. 2003 - 2004
First Citizens Bank May 1999 - August 2003
Law Office of R. A. Gray, III January 1998 - March 1999
Skills
Management, Wealth Management, Leadership, Wealth Management..., Estate Planning, Relationship Management, Trusts, IRAs, Financial Services, Business Development, Wealth, Trust Management, Strategic Financial..., High Net Worth..., Investment Management, Risk Management, Investments, Portfolio Management, Asset Allocation, Investment Advisory, QuickBooks, Entrepreneurship, Small Business..., Small Business, Financial Accounting, Financial Analysis, Accounting, Marketing, Legal Writing, Legal Research, Creative Arts, Planned Giving, Securities, Retirement Planning, Mutual Funds, 401k, Trust Services, Retirement, Asset Management, Human Resources, Charitable Trusts, Asset Managment, Handmade Jewelry, Journal Entries, Living Trusts, Account Reconciliation, Paralegals, Legal Documents, Account Management, Financial Planning
Education
Campbell University 2002 — 2002
Graduated Southeastern Trust School
University of Southern Mississippi 1992 — 1999
Bachelor of Arts (B.A.), Paralegal Studies/Pre-law, Management, Graduated with Highest Honors. Ranked in top 5% of class.
Amite School Center 1980 — 1992
Raleigh Radiology May 2014 - Present
Bayer CropScience May 2012 - May 2013
B'Z Cleaning Service August 2010 - May 2012
Raleigh Family Practice April 2011 - December 2011
Stock Building Supply May 2010 - August 2010
First Citizens Bank September 2008 - February 2009
Frankel Staffing Partners 2008 - 2009
GlaxoSmithKline May 1986 - July 2008
GSK 1986 - 2008
Skills
Six Sigma, Supply Chain Management, Planning, Continuous Improvement, Inventory Control, Event Planning, Calendaring, SAP, Microsoft Office, Kronos, Trend, Customer Service, Report Writing, Negotiation, Presentations, Lotus Notes, Access, Quality Assurance, Logistics, Front Office, Medical Office, Security, Airline Reservations, Project Planning, Procurement, Teamwork, FDA, Validation, Operational Excellence, Administrative..., PowerPoint, Time Management, Budgets, Sop, GMP, Manufacturing, Outlook, SOP, Project Management
Education
North Carolina Wesleyan College 2000 — 2004
BSBA, Business Administration
Cambria-Rowe Business College-Johnstown 1982 — 1985
Diploma, Medical Terminology
Conemaugh Valley High School 1975 — 1978
Diploma, Nursing Cirriculum
First Citizens Bank April 2013 - Present
Opus Bank November 2011 - April 2013
Western Bagel 2003 - 2013
Skills
Banking, Customer Service, Credit, Retail Banking, Commercial Banking, Loans, Sales, Leadership, Microsoft Office, Credit Analysis, Small Business, Finance, Management, Marketing
Education
California State University-Northridge 2008 — 2010
Bachelor's degree, Finance and Real Estate
James Monroe High School
First Citizens Bank February 2014 - Present
First Citizens Bank June 2013 - January 2014
SunTrust Bank April 2012 - June 2013
SunTrust August 2010 - April 2012
LA Fitness April 2009 - April 2010
Cobblestone Park Golf Club November 2005 - April 2009
Wade Hampton Golf Club March 2004 - October 2005
Naples Grande Golf Club October 2004 - March 2005
Metairie County Club October 2003 - March 2004
Skills
Fitness, Customer Service, Banking, Investment Banking, Retail Banking, Branch Banking, Diabetes, Type 1 Diabetes, Diabetes Care, Diabetes Management, Exercise, Sales Management, Sales, Direct Sales, B2B, Medical Devices, Pharmaceutical Industry, Non-profits, Board of Director..., Nonprofits, Employee Training, Small Business Lending, Consumer Lending, Lines Of Credit, Credit, Finance, Relationship Management, Loans, Commercial Lending, Branch Management, Loan Origination, Cross Selling, Mortgage Lending, Commercial Banking, Credit Analysis, Treasury Management, Deposits, Financial Services, Mortgage Banking, Merchant Services, Cash Management, Credit Cards, Portfolio Management, Credit Risk, Underwriting, Home Equity Loans
Education
Campbell University 1999 — 2003
Bachelor's Degree, Business Administration / Professional Golf Management
First Citizens Bank March 2013 - Present
First Citizens Bank March 2011 - March 2013
Wells Fargo Bank June 2010 - August 2010
Bank of America June 2009 - August 2009
Skills
Wealth Management, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service
Education
Campbell University 2009 — 2011
Master of Business Administration (M.B.A.)
Campbell University 2006 — 2011
Bachelor of Business Administration (BBA), Trust & Wealth Management
Maxus Plan Solutions May 2015 - Present
Wells Fargo September 2013 - May 2015
The Newport Group October 2010 - September 2013
First Citizens Bank February 2009 - October 2010
First Citizens Bank February 2008 - January 2009
Skills
401k, Retirement Planning, Retirement, Mutual Funds, ERISA, Relationship Management, Defined Contribution, Financial Services, Employee Benefits, Customer Service, Customer Retention, Customer Support, Confidential Documents, Client Confidentiality, Microsoft Office, Organization, Process Improvement, Sales Process, Work Well Independently, Benefits Administration, Pensions, Deferred Compensation, Resourceful..., Leadership, Investments, Asset Management
Education
Campbell University 2007 — 2008
MBA, Business Administration
Campbell University 2003 — 2007
BBA, Trust & Wealth Management
Bank of America Merrill Lynch March 2014 - Present
Xerox Services September 2010 - March 2014
Manpower Staffing February 2010 - July 2010
RBC May 2007 - December 2008
First Citizens Bank January 2007 - May 2007
American Institute of Certified Public Accountants May 2005 - January 2007
Micron Technology, Inc February 2004 - February 2005
Skills
Recruiting, Human Resources, Employee Relations, Onboarding, PeopleSoft, Benefits Administration, HRIS, Applicant Tracking..., Technical Recruiting, Employee Benefits, Payroll, Talent Acquisition, Outlook, Performance Management, Networking, Sourcing, New Hire Orientations, Interviews, Temporary Staffing, Training, Taleo, Temporary Placement, Background Checks, Customer Service, Screening Resumes, Staffing Services, Time Management, Call Centers, Cold Calling, Internet Recruiting, Talent Management, Hiring, Vendor Management, Access, Deferred Compensation, Budgets, Personnel Management, Contract Recruitment, Workforce Planning, Screening, Management, College Recruiting, Team Management, Sales, Executive Search, Benefits Negotiation
Education
Johnson C. Smith University 1997 — 1999
Broadcast Journalism
Cazenovia College 1994 — 1997
A.S., Liberal Arts
Clinipace Worldwide May 2014 - July 2014
Financial Industry Regulatory Authority May 2013 - August 2013
First Citizens Bank May 2005 - August 2011
SECU January 2004 - May 2005
Skills
Securities, Legal Research, Finance, Corporate Finance, Corporate Law, Legal Writing, Banking, Retail Banking, Security Operations, Data Center, Dance, Contemporary Dance, Modern Dance, Ballet, Choreography, Cash Management, Team Leadership, Teamwork, Interpersonal..., Teaching, Teaching Adults, Piano, Options, FINRA, Mutual Funds, Estate Planning, Customer Service, Leadership, Microsoft Excel, Public Speaking
Education
Campbell University, Norman Adrian Wiggins School of Law 2011 — 2014
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
North Carolina State University 2000 — 2003
Bachelor of Science (BS), Business with a Finance, Concentration
First Citizens Bank March 2010 - Present
Wells Fargo June 2009 - March 2010
U.S. Trust July 2005 - April 2009
U.S. Trust July 2004 - July 2005
Skills
Wealth Management, Relationship Management, Fiduciary Management, Estate Planning, Trust Management, Private Banking, Investments, Portfolio Management, Risk Management, Asset Management, Banking, Strategic Financial..., Wealth Management..., Retirement Planning, High Net Worth..., Financial Advisory, Trusts, Wealth
Education
Campbell University 1998 — 2003
Bachelor of Business Administration (B.B.A.), Trust and Investment Management
Campbell University 1998 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
First Citizens Bank January 2015 - Present
Bridge Bank June 2013 - January 2015
Pacific Premier Bank February 2012 - June 2013
Wells Fargo Bank February 2011 - February 2012
CIT- Small Business Lending July 2006 - February 2011
Comerica Bank July 2005 - July 2006
Sunwest Bank July 2004 - July 2005
Wells Fargo Bank January 2002 - July 2004
Bank of America May 1997 - December 2001
Skills
Financial Analysis, Strategic Planning, Small Business, Real Estate, Loan Origination, Mortgage Banking, Risk Management, Treasury Management, Team Building, Cash Management, Cross Selling, Finance, Retail Banking, Sales Management, Relationship Management, SBA Lending, Management, Leadership, Loans, Coaching, Negotiation, Integrity, Training, Time Management, Business Development, SBA, Sales, New Business Development, Customer Service, Networking, Social Media Marketing, Customer Retention, Social Networking, Start-ups, Analysis
Education
Business Academy School 2001 — 2002
Business Certificate -, Business Banking, Business Industry
Executive Management School 1996 — 1997
Certificate -, Management, and Marketing
California State University-Los Angeles 1988 — 1992
BS, Criminal Justice
ALB Commercial Capital April 2015 - Present
First Citizens Bank February 2014 - May 2015
Bank of America January 2012 - February 2014
Wells Fargo Bank March 2009 - January 2012
California State University Northridge Student Union September 2006 - May 2008
Skills
Finance, Leadership, Analysis, Investments, Real Estate, Credit Analysis, CRM, Program Management, Cash Flow, Time Management, Small Business..., Business Analysis, Lines Of Credit, Credit Management, Small Business Lending, Commercial Banking, Treasury Management, Cash Management, Commercial Real Estate, Commercial Real Estate...
Education
University of California, Los Angeles 2013 — 2015
Credit Analysis and Management Certificate, Banking and Financial Support Services
University of Southern California - Marshall School of Business 2011 — 2011
USC Lusk Center ROSS Minority Program In Real Estate, School of Policy, Planning and Development
California State University-Northridge 2004 — 2008
B.S., Finance
Mercer University School of Medicine December 2012 - Present
Family Medical Health Center August 2012 - Present
Mercer University February 2013 - April 2014
Campbell University January 2012 - May 2012
Campbell University October 2011 - May 2012
Campbell University December 2010 - May 2012
Sandhills Community College August 2009 - December 2010
Sandhills Community College January 2008 - December 2009
First Citizens Bank December 2006 - November 2007
Cingular Wireless January 2002 - May 2006
Skills
Research, Higher Education, Microsoft Office, Public Speaking, Customer Service, PowerPoint, Psychological Assessment
Education
Mercer University School of Medicine 2012 — 2017
Doctor of Philosophy (PhD) (in progress), Clinical Medical Psychology, 1st year
Campbell University 2010 — 2011
Bachelor in Science, Psychology
Sandhills Community College 2009 — 2010
Associate in Arts, Pre-Psychology
rmsource, Inc. March 2008 - Present
Monogram Systems September 2006 - November 2007
Gursey, Schneider & Co. LLP July 2004 - August 2006
First Citizens Bank March 2000 - June 2004
BTI March 2000 - June 2001
Skills
Active Directory, Virtualization, Windows Server, Firewalls, Microsoft Exchange, Troubleshooting, WSUS, Servers, Cisco Technologies, Networking, Hardware, System Administration, Software Installation, Help Desk Support, Security, Windows, Computer Hardware
Education
Campbell University 1994 — 1999
BBA, Computer Information Systems
SunTrust Bank August 2014 - Present
First Citizens Bank 2009 - August 2014
First Citizens Investor Services 2008 - 2009
Dexter Furniture 1997 - 2008
ExecuTrain 1990 - 1994
Skills
Management, Customer Service, Microsoft Office, Windows, Account Management, Marketing Communications, Financial Services, Interior Design, Tennis, Compliance
Education
Meredith College 1986 — 1990
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Campbell University
Southeastern Trust School Certificate
Weis Markets December 2014 - Present
Victoria's Secret March 2010 - May 2014
First Citizens Bank November 2012 - August 2013
New York & Company Outlet October 2011 - June 2013
Victorias Secret Stores May 2008 - September 2012
Skills
Typing, Customer Service, Merchandising, Visual Merchandising, Team Leadership, Retail Sales, Sales Management, Group Training, Microsoft Word, Microsoft Excel, Microsoft Office, Leading Meetings, Customer Retention, Customer Engagement, Customer Satisfaction, Goal Setting, Financial Goals, Company Presentations, Organizational Structure, Organizational..., Organizational Design, Team Building, Team-oriented, Team Management, Strategy, Coaching, Access
Education
Campbell University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, 2.94
First Bank (First Bancorp) October 2013 - Present
First Citizens Bank July 2007 - October 2013
Skills
Small Business Lending, Loans, Commercial Lending, Lines Of Credit, Financial Services, Consumer Lending, Credit, Commercial Banking, Mortgage Lending
Education
Campbell University 1999 — 2003
Franklin Street Partners June 2014 - Present
Franklin Street Partners May 2013 - January 2014
First Citizens Bank May 2012 - January 2013
Skills
Advent Portfolio..., Estate Planning, Personal Trust..., SEI Trust 3000, Financial Planning, Wealth Management, Investments, Retirement Planning, Banking, Asset Management
Education
Campbell University 2010 — 2014
BBA Trust and Wealth Management, Minor in Financial Planning, Senior
NC Department of Justice January 2015 - April 2015
U.S. EEOC September 2014 - December 2014
DC Office of the Attorney General (DC OAG) May 2014 - July 2014
McCoppin & Associates, Attorneys at Law, P.A. August 2013 - May 2014
DC Office of the Attorney General (DC OAG) May 2013 - July 2013
First Citizens Bank April 2012 - August 2012
First Citizens Bank October 2011 - December 2011
First Citizens Bank May 2011 - August 2011
Campbell University August 2010 - July 2011
Campbell University August 2008 - May 2010
Skills
Program Management, Public Speaking, Research, Legal Writing, Legal Research, Community Outreach
Education
North Carolina Central University School of Law 2012 — 2015
J.D.
Campbell University 2011 — 2012
MBA
Campbell University 2007 — 2010
BBA, Business Administration with a Minor in Spanish
First Citizens Bank February 2005 - Present
Northwestern Mutual May 2003 - November 2004
Northwestern Mutual October 2001 - April 2003
The Benefits Planning Group March 1998 - August 2001
Provident Life & Accident June 1996 - March 1998
Skills
Credit, Loans, Portfolio Management, Real Estate, Investment Properties, Financial Analysis, First Time Home Buyers, Risk Management, Customer Service, Foreclosures, Strategic Planning, Residential Homes, Team Building, Microsoft Excel, Microsoft Office, Management, Leadership, Microsoft Word, PowerPoint, Insurance
Education
Campbell University 2010 — 2012
Bachelor's Degree, Applied Sciences, 3.87
Southeastern Community College 1983 — 1986
Associate degree, Electrical Engineering Technologies/Technicians
Abbot Downing, A Wells Fargo Business August 2015 - Present
Abbot Downing, A Wells Fargo Business October 2014 - July 2015
Wells Fargo June 2012 - October 2014
Applebee's November 2007 - March 2014
US Trust June 2011 - August 2011
US Trust June 2010 - August 2010
First Citizens Bank May 2009 - August 2009
Skills
Trust Management, Finance, Investments, Financial Planning, Retirement Planning, Wealth Management
Education
Campbell University 2007 — 2012
MBA & BBA, Trust and Wealth Management
ABA Fiduciary Graduate Program
First Citizens Bank September 2013 - July 2015
First Citizens Bank September 2011 - August 2013
Dex One 2007 - September 2011
RH Donnelley 1996 - 2007
RH Donnelley 1993 - 1996
Education
Campbell University 2000 — 2005
Bachelor of Business Administration, Computer Information Systems
rcc Retired from First citizens as County ManagerRetiredFirst Citizens Bank1972 - 2003
First Citizens Bank 1972 - 2003
Skills
Vendor Management, Team Building, Leadership, Process Improvement, Program Management, Strategic Planning, Budgets, Project Management, Training, Cross-functional Team..., Leadership Development, Microsoft Excel, Public Speaking, Troubleshooting, Change Management, Operations Management, Community Outreach, Project Planning, Fundraising
Education
Campbell University 1969 — 1971
BBA, Business
First Citizens Bank June 2012 - Present
Skills
Vendor Management, Data Center, Process Improvement, Customer Service, Disaster Recovery, Network Engineering, Networking, Virtualization, Enterprise Architecture, Telecommunications, WAN, Cisco Technologies, Management, IT Management, Troubleshooting, IT Strategy, Integration, Computer Network..., Information Technology, Business Continuity, IT Operations, Visio, Network Architecture, IT Service Management, Infrastructure, Cloud Computing, Network Security, Solution Architecture, Technical Support, Hardware, Information Security, Enterprise Software, Professional Services, Information Security..., VoIP, Project Portfolio..., Active Directory, System Administration
Education
Capitol College
Associate in Applied Science
College of Charleston
Strayer University
Bachelor
First Citizens Bank May 2014 - Present
First Citizens Bank May 2013 - May 2014
Wells Fargo May 2012 - August 2012
Skills
Time Management, Wealth Management, Finance, CSS, Microsoft Excel, Customer Service, Asset Management
Education
Campbell University 2009 — 2014
Master of Business Administration (MBA), Bachelor of Business Administration (BBA) in Trust & Wealth Management
Holly Springs High School 2005 — 2009
First Citizens Bank April 2011 - Present
RWHRMA June 2009 - December 2011
Luihn Food Systems, Inc. September 2007 - April 2011
General Parts, Inc. / CARQUEST July 2002 - August 2007
Skills
Onboarding, Employee Benefits, Employee Relations, Mergers, HRIS, Exit Interviews, Resume Writing, Talent Management, Career Development, Event Planning, Human Resources, Leadership, Mergers, Organizational...
Education
Capella University 2003 — 2006
MS, Organization Management
North Carolina State University 1998 — 2002
BS, Business Management HR
NewBridge Bank June 2010 - Present
Southern Community Bank and Trust August 2007 - May 2010
Macon Bank April 2003 - July 2007
United Community Bank September 1999 - January 2003
First Citizens Bank 1996 - 1999
Skills
Credit, Credit Risk, Credit Administration, Commercial Credit, Commercial Lending, Credit Analysis, Underwriting, Loans, Banking, Analysis, Commercial Banking, Risk, Financial Analysis, Risk Management, Enterprise Risk..., Loan Structuring, Cash Flow, Internal Audit, Risk Analysis, Credit Review, Small Business Lending, Consumer Lending, Management, Cash Management, Loan Origination, Financial Structuring, Due Diligence, Financial Risk, Mergers & Acquisitions, Retail Banking, Lines Of Credit, Mortgage Lending, Financial Modeling, Portfolio Management, Construction Loans, Auditing, Treasury Management, Commercial Mortgages, Mortgage Banking, Deposits, Finance, Branch Banking, Asset Based Lending, Cross Selling, Residential Mortgages
Education
Western Carolina University M.B.A. 2003 — 2007
M.B.A., Business Administration
Disaster Recovery Institute 2006 — 2006
Business Continuity A.B.C.P, Business Continuity
North Carolina School of BankingMid 2001 — 2004
Management
Cedarville University 1988 — 1992
B.A, Business Administration
PNC Wealth Management November 2012 - Present
First Citizens Bank June 2008 - September 2012
First Citizens Bank May 2007 - June 2008
Bank of America May 2006 - August 2006
Skills
Leadership, Business Development, New Business Development, Analysis, Asset Managment, Retirement Planning, Mutual Funds, Relationship Management, Asset Allocation, Financial Services, Customer Service, Personal Financial..., Estate Planning
Education
Campbell University 2004 — 2007
B.B.A., Trust & Wealth Management, Financial Planning
Rowan College at Gloucester County 2002 — 2004
JPMorgan Chase November 2013 - Present
First Citizens Bank April 2011 - October 2013
Merrill Lynch Capital November 2006 - June 2008
Western Union/First Data Corporation May 2005 - September 2006
Coastal Banc (Now Capital One) September 2002 - September 2004
Union Bank of California January 2000 - August 2002
Union Bank of California January 1999 - March 2000
Skills
Commercial Lending, Commercial Banking, Financial Analysis, Credit Risk, Credit, Loans, Small Business Lending, Mortgage Lending, Underwriting, Portfolio Management, Real Estate, Business Development, Finance, Credit Analysis, Consumer Lending, Loan Origination, Asset Based Lending, Lines Of Credit, Commercial Mortgages, Banking, Treasury Management, Relationship Management, Mortgage Banking, Cash Management, Refinance, SBA, Deposits, Real Estate Financing, Construction Loans, Financial Services, Commercial Real Estate
Education
California State University-San Marcos - College of Business Administration 2000 — 2001
MBA, Executive MBA
Arizona State University 1991 — 1997
BS, Political Science, Magna Cum Laude
Arizona State University 1991 — 1997
BA, French, Magna Cum Luade
First Citizens Bank September 2013 - Present
First Citizens Bank January 2013 - September 2013
First Citizens Bank May 2011 - January 2013
First Citizens Bank February 2007 - May 2011
Misys Healthcare Systems July 1996 - February 2007
Misys 1996 - 2007
Skills
Agile Methodologies, SDLC, Microsoft SQL Server, SQL, Business Analysis, Requirements Analysis, Process Improvement, ITIL v3 Foundations..., Requirements Gathering, SharePoint, Enterprise Architecture, Vendor Management, Leadership, Software Project..., Software Development
Education
Campbell University 1995 — 1999
Bachelor's Degree, Business Administration - Information Systems
Consumer Financial Protection Bureau September 2014 - Present
FDIC September 2008 - September 2014
Cape Fear Bank November 2006 - September 2008
KS Bank March 2003 - November 2006
PricewaterhouseCoopers May 2000 - March 2003
First Citizens Bank 1992 - 2000
Skills
Banking, AML, Financial Institutions, Internal Audit, Auditing, Financial Regulation, Sarbanes-Oxley Act, Finance, Financial Risk
Education
Campbell University 1992 — 1994
MBA, Business Administration
University of North Carolina at Wilmington
Bachelor of Science (BS), Finance, General
US Navy September 2013 - Present
First Citizens Bank July 2011 - Present
United States Air Force August 2000 - August 2013
Wachovia, A Wells Fargo Company July 2007 - July 2011
Skills
Loans, Banking
Education
Campbell University 2014 — 2017
Clinical Research, Clinical/Medical Laboratory Science/Research and Allied Professions
University of North Carolina at Charlotte 2000 — 2003
First Citizens Bank June 2015 - Present
Skills
Microsoft Office, Leadership, Windows, Microsoft Excel, Customer Service, Team Leadership, Microsoft Word, Public Speaking, Troubleshooting, SharePoint, Access, Analysis, Outlook
Education
Capella University 2008 — 2009
William G Enloe High School 1994 — 1997
High School Diploma
First Citizens Bank January 2010 - Present
The Elizabeth Hospice Foundation April 2013 - Present
IronStone Bank May 2003 - February 2008
Citibank/Cal Fed/Glendale Fed August 1995 - May 2003
Wells Fargo/Great American March 1982 - August 1995
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Loans, Credit, Banking, Commercial Mortgages, Lines Of Credit, Credit Analysis, Mortgage Lending, Underwriting, Consumer Lending, Financial Analysis, Merchant Services, Finance, Loan Origination, Financial Services, Asset Based Lending, Risk Management, Cash Management, Management, Portfolio Management, Retail Banking
Education
California State University-Long Beach 1969 — 1972
Long Beach Wilson
First Citizens Bank & Trust Co. July 2005 - Present
First Citizens Bank 2005 - Present
Skills
Fiduciary, Wealth Management, Portfolio Management, Loans, Risk Management, Banking, Investments, Wealth Management..., Asset Allocation, Financial Services, Relationship Management
Education
Duke University 2004 — 2005
Cerfiticate, Certified Financial Planning
Campbell University 2003 — 2003
Certificate, Southeastern Trust School
Kean University 1991 — 1996
BS, Business Administration
Hancock Tech Solutions September 2013 - Present
BB&T May 2010 - Present
BB&T October 2003 - March 2010
BB&T December 2002 - October 2003
BB&T October 2001 - December 2002
First Citizens Bank August 2000 - October 2001
Campbell University January 1999 - January 2000
Skills
Employee Benefits
Education
Campbell University 1995 — 2000
BBA, Trust Management
Campbell University 1995 — 2000
BBA, Computer Information Systems
First Citizens Bank July 2010 - Present
Pacific Mercantile Bank 2009 - 2009
National Bank of California July 2007 - October 2008
Manufacturers Bank July 2003 - July 2007
Pacific Century Bank 2000 - 2002
Education
California State University-Northridge
Bank of the West September 2014 - Present
Union Bank April 2012 - August 2014
First Citizens Bank 2009 - April 2012
Wells Fargo 2008 - 2009
GE Commercial Finance March 2007 - December 2008
Skills
Commercial Lending, SBA, Loans, Underwriting, Commercial Real Estate, Commercial Banking, Lines Of Credit, Credit, Banking, Portfolio Management, Real Estate Financing, Credit Analysis, Real Estate, Small Business Lending, Treasury Management, Mortgage Lending, Commercial Mortgages, Asset Based Lending, Consumer Lending, Finance, Construction Loans, Loan Origination, Credit Risk, Cash Flow Lending, SBA 504, Cash Management, Cross Selling, Financial Structuring, Refinance, Relationship Management
Education
CSU Sacramento
BS, Finance
IEM February 2015 - Present
INC Research October 2013 - February 2015
Duke University Health System May 2011 - October 2013
Duke University Medical Center June 2008 - May 2011
Duke University September 2006 - June 2008
Duke University May 2005 - September 2006
MetAmerica Mortgage Bankers 2004 - 2005
Household Finance 2003 - 2004
First Citizens Bank 2000 - 2003
Skills
Financial Reporting, Forecasting, Auditing, Budgets, Analysis, Variance Analysis, Ad Hoc Reporting, Sop, Accounting, Account Reconciliation, Financial Modeling, Microsoft Excel, Finance, Data Analysis, Financial Accounting, Accounts Receivable, SAP
Education
Campbell University 2010 — 2012
Bachelor, Accounting
East Carolina University 2002 — 2003
MBA, Business Administration
East Carolina University 1997 — 2001
BS, Business Administration
Becker CPA
First Charter Capital, Inc. 2004 - Present
First Citizens Bank February 2010 - November 2011
First Regional Bank April 2009 - January 2010
Apartment Association of Greater Los Angeles January 2007 - December 2008
First Republic Bank December 1986 - October 2004
United Financial Corporation January 1985 - December 1986
Atlantic Financial, FSB 1983 - 1985
San Francisco Bancorp.San Francisco, CA 1981 - 1983
Skills
Real Estate, Investments, Due Diligence, Investment Properties, Real Estate Economics, Valuation, Real Estate Development, Negotiation, Strategic Planning, Microsoft Excel, Real Estate Transactions, Mergers, New Business Development, Commercial Real Estate, Commercial Banking, Financial Services, Mergers & Acquisitions, Loans, Commercial Mortgages, Real Estate Financing
Education
California State University-Northridge 1977 — 1981
Bachelor of Science (BS), Business Administration/Finance
Taft High School
Fidelity National Information Services August 2013 - Present
InfoTech Alliance Bank Services (A Division of First Citizens Bank) December 2011 - June 2013
InfoTech Alliance Bank Services (A Division of First Citizens Bank) July 2007 - December 2011
First Citizens Bank March 1999 - June 2007
Wachovia Bank, N.A. June 1993 - January 1999
Wachovia Bank, N.A. June 1993 - December 1996
First Citizens Bank July 1990 - May 1993
Skills
Banking, Loans, Commercial Banking, Commercial Lending, Small Business Lending, Risk Management, Consumer Lending, Mortgage Banking, Credit Analysis, Wealth Management, Portfolio Management, Investments, Credit, Mortgage Lending, Underwriting, Mergers, Remote Deposit Capture, Executive Management, Strategic Planning, Financial Analysis, Microsoft Applications..., Banking Software – FIS..., Financial Services, Cash Management, Payments, Internet Banking, ACH, Retail Banking, Loan Origination
Education
Campbell University 1988 — 1990
BBA, Major in Business and Estate/Trust Planning with a Minor in Financial Planning
Fuquay Varina Senior High School 1982 — 1986
High School Diploma, College Preporatory Studies
First Citizens Bank September 2007 - Present
AlliedBarton Security Services September 2007 - Present
Buckeye Protective Services January 2007 - April 2007
Shearer's Foods Inc June 2006 - August 2006
Canton Police Department May 2006 - June 2006
Republic Storage Systems May 2005 - August 2005
Education
Campbell University 2002 — 2006
BA, Criminal Justice
Bayer CropScience 2014 - 2015
WakeMed March 2014 - June 2014
Harnett Health May 2012 - June 2014
RBC Bank January 2007 - February 2012
RBC Bank 2007 - 2009
First Citizens BancShares 2005 - 2007
First Citizens Bank 2003 - 2005
First Citizens Bank 2001 - 2003
Four Oaks Bank 1997 - 2000
Skills
•Custom tailor..., •Establish..., •Use writing expertise..., Corporate Communications, Writing, Strategic Communications, Press Releases, Internal Communications, Media Relations, Newsletters, Public Relations, Issues Management, Marketing Communications, Community Relations, Event Planning, Event Management, Public Speaking, Non-profits, Speech Writing, Editing, Outlook, Microsoft Office, Customer Relations, Word, Crisis Communications, Customer Service, Community Outreach, Change Management, Retail, Communication, Strategy, Microsoft Word, Community Development, Social Media, Advertising, Copywriting, Communications Planning, Marketing Strategy, Nonprofits, Recruiting, Social Media Marketing, Research, Management, Publicity, Leadership, Message Development, Spokesperson, Communication Training
Education
Campbell University 1997 — 2000
Mass Communications, Public Relations
South Johnston High School
Graduated with High Honors, Honors Courses
Federated Investors January 2008 - Present
Highmark January 2007 - December 2007
Highmark October 2005 - December 2006
Fiserv January 2005 - June 2005
Highmark August 2004 - December 2004
PharmaCare Specialty Pharmacy September 2003 - August 2004
PNC July 2002 - December 2002
US Bank July 2000 - February 2001
First Citizens Bank June 1998 - June 2000
Mellon Bank December 1997 - June 1998
Education
California State College
Associate Degree, Computer Science
California University of Pennsylvania
Bachelor of Science, Industrial Management and Computer Science
Pennsylvania State University
First Citizens Bank January 2007 - Present
Residential Support Services 2004 - 2009
Skills
Management, Commercial Banking, Financial Services, Banking, Credit, Loans, Consumer Lending, Small Business Lending, Sales, Retail Banking, Relationship Management, Home Equity Lines of..., Branch Banking, Customer Service, Commercial Lending, Asset Management, Accounting, Investments, Mortgage Lending, Sales Management, Time Management, Philanthropy
Education
Campbell University 1999 — 2004
Business Administration
Western Carolina University 1995 — 1998
General Parts International, Inc./CARQUEST October 2010 - February 2015
General Parts International, Inc./CARQUEST January 2004 - October 2010
First Citizens Bank February 2001 - January 2004
First Citizens Bank June 1997 - January 2001
Skills
401k, Succession Planning, Financial Analysis, Organizational..., Employee Benefits, Executive Management, Strategic Financial..., Research, Retirement, Retirement Planning, Recruiting, Training, Management, Team Building, Auditing, Accounting, Customer Service, Leadership, Financial Planning, Pensions, Process Improvement, Customer Satisfaction, Analysis, Employee Relations, Mergers & Acquisitions, ESOP, Inventory Management, Strategic Planning, Investments
Education
Campbell University 1990 — 1995
BBA, Trust Management/Financial Planning
First Citizens Bank November 2001 - Present
Skills
Commercial Banking, Loans, Credit, Underwriting, Commercial Lending, Mortgage Lending, Small Business Lending, Investments, Real Estate, Credit Analysis, Financial Analysis, Banking, Cash Management, Portfolio Management, Commercial Mortgages, Credit Risk, Retail Banking, Consumer Lending, Loan Origination
Education
Campbell University 1993 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
East Carolina University 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
Credit Suisse May 2011 - February 2014
First Citizens Bank November 2009 - March 2011
RBC Bank June 2006 - January 2009
Branch Banking and Trust July 2001 - May 2006
Skills
Financial Analysis, Cash Management, Banking, Risk Management, Compliance, External Reporting, Asset Liability..., Treasury - Money Markets, Treasury, Credit Analysis, Finance, Analysis
Education
Campbell University 2003 — 2005
MBA, Business Administration and Management, General
North Carolina State University - College of Management 2001 — 2003
Accounting
First Citizens Bank October 2014 - Present
BB&T March 2004 - September 2014
Skills
Management, Banking, Microsoft Office, Leadership, Financial Analysis, Risk Management, Sales, Finance, Project Management, Customer Service, Credit
Education
Campbell University, Norman Adrian Wiggins School of Law 1989 — 1992
Juris Doctor, Law
Campbell University 1978 — 1981
Bachelor of Science (BS), Political Science and Government
First Citizens Bank October 2012 - Present
First Citizens Bank March 2001 - September 2012
Prudential Healthcare May 1998 - March 2001
Skills
Banking, Loans, Commercial Banking, Portfolio Management, Credit, Commercial Lending, Retail Banking, Vendor Management, Consumer Lending, Mortgage Lending, Financial Analysis, Risk Management, Financial Services, Project Management, Relationship Management, Strategic Planning, Process Improvement, Analysis, Business Development, Strategic Financial..., Analytics, Business Analysis
Education
Campbell University 1994 — 1996
BBA, Bachelor of Business Administration
Issuer Direct Corporation November 2010 - Present
EVENTUS ADVISORY GROUP, LLC May 2010 - March 2012
First Citizens Bank May 1984 - January 2009
Skills
Customer Service, Portfolio Management, Sales
Education
Campbell University
BBA, Trust Management
First Citizens Bank August 2014 - Present
Travel January 2014 - July 2014
Credit Suisse January 2011 - December 2013
Fidelity Investments August 2010 - December 2010
Fidelity Investments January 2009 - August 2010
Fidelity Investments October 2007 - January 2009
First Citizens Bank January 2004 - November 2004
Skills
Financial Services, Options, Banking, Equities, Customer Service, Process Improvement, Series 6, Series 63, FINRA, General Securities..., Strategic Financial..., Securities, Mutual Funds, Microsoft Excel, Risk Management, Data Analysis, Defined Contribution, Insurance, Retirement, Uniform Combined State..., Asset Managment, 401k, Strategic Planning, ETFs, Series 65, Change Management, Valuation, Investment Advisory, Business Analysis, Retirement Planning, Employee Benefits, Investments, Asset Allocation, Corporate Finance, Analysis, Financial Analysis, Call Centers, Relationship Management, Capital Markets, Financial Advisory, Ballroom Dance
Education
Campbell University, Lundy-Fetterman School of Business 2015 — 2016
Bachelor of Business Administration (BBA), Accounting
Lenoir Community College 2005 — 2006
Associates in Arts, English
Edward Jones March 2015 - Present
Edward Jones April 2009 - March 2015
First Citizens Bank September 2007 - March 2009
BB&T Bank August 2006 - March 2007
Skills
Organization &..., Delivering Exceptional..., Accounts Payable, Analytical Skills, Account Management, Account Reconciliation, Branch Banking, Administrative Work, Staff Supervision, Data Analysis, Leadership, Marketing, Sales, Microsoft Office, Research, Time Management, Finance, Team Building, Strategic Planning, Management, Public Speaking, Event Planning, Organizational..., Customer Service
Education
Campbell University 2007 — 2010
Bachelor of Science, Psychology
First Citizens Bank November 2011 - Present
Bank of the West September 2010 - November 2011
Wells Fargo Bank August 2005 - September 2010
Merrill Lynch May 2000 - August 2005
Wells Fargo Bank September 1994 - May 2000
Bank of America December 1990 - September 1994
Education
California State University-Sacramento 1985 — 1987
MBA, Finance
University of California, Berkeley 1979 — 1984
BA, Zoology
Four Oaks Bank February 2014 - Present
The Fidelity Bank September 2008 - September 2013
First Citizens Bank November 1990 - September 2008
First Citizens Bank November 1990 - September 2008
Skills
Banking, Internal Audit, Internal Controls, Auditing, Accounting, Sarbanes-Oxley Act, Compliance, Operational Risk..., Risk Management, Financial Risk..., Credit Risk, Enterprise Risk..., Corporate Governance, Management, Financial Reporting, Cash Management
Education
Campbell University 1986 — 1990
BBS, Accounting
Deutsche Bank November 2014 - Present
First Citizens Bank December 2012 - July 2014
Dex One April 2012 - December 2012
Dex One July 2011 - April 2012
Dex One (R.H. Donnelley) September 1997 - December 2010
Dex One February 2008 - January 2009
Skills
Requirements Analysis, Vendor Management, Strategic Planning, Project Management, Enterprise Architecture, Management, Analysis, Business Analysis, Strategy, Leadership, Process Improvement, Business Process..., SDLC, Team Leadership, Change Management, Visio, Product Management
Education
California University of Pennsylvania 1985 — 1988
BS, Management and Computer Science
First Citizens Bank November 2008 - Present
First Citizens Bank June 1996 - November 2008
Marine Federal Credit Union 1991 - 1996
Skills
Payments, Banking, Credit, Loans, Retail Banking, Commercial Banking, Relationship Management, Cash Management
Education
Catawba College 1985 — 1989
BA, Business Administration
TIAA-CREF April 2012 - Present
TIAA-CREF April 2009 - March 2012
TIAA-CREF March 2007 - April 2009
TIAA-CREF April 2005 - March 2007
Wachovia/First Union November 1999 - March 2005
First Citizens Bank February 1997 - October 1999
First Citizens Bank June 1994 - February 1997
Skills
FINRA Series 6 & 63, NC Life/Health/Variable..., Wealth Management, Retirement Planning, Investments, Financial Services, Financial Planning, Mutual Funds, Series 63, Financial Advisory, Banking, Process Improvement, Investment Strategies, Management, FINRA
Education
College for Financial Planning 2010 — 2015
Chartered Retirement Plans Specialist
Campbell University 1990 — 1994
Bachelor of Business Administration, Trust Management and Financial Planning
Xerox July 1998 - Present
First Citizens Bank April 1996 - June 1998
Skills
Coaching, Talent Management, Leadership, Analytical Reasoning, Strategic Planning, Achieving Measurable..., Collaborative Problem..., Process Improvement, Customer Service
Education
Campbell University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, 3.5
University of Phoenix 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, 3.5
Pine Valley Baptist Church January 2000 - Present
First Citizens Bank February 1971 - February 1978
Education
Cape Fear Community College
New Hanover High School
First Citizens Bank August 2014 - Present
Union Bank December 2012 - June 2014
Wells Fargo Bank March 2009 - December 2011
Wells Fargo December 2002 - February 2009
Skills
Commercial Real Estate..., Treasury Management, Credit Risk, Financial Risk, Credit Analysis, Risk Management, Banking, Small Business Lending
Education
California State University-Northridge 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Pinnacle Management Group August 2010 - Present
First Citizens Bank April 1992 - March 2008
US Army January 1989 - April 1992
Skills
Multi-state Payroll..., Payroll, General Ledger, Bank Reconciliation, Finance
Education
Campbell University 1988 — 1991
Bachelor of Science (BS), Accounting