First Citizens Bank & Trust
Headquarters: Raleigh, NC Founded: 1898 Parent organization: First Citizens BancShares Subsidiaries: Neuse Financial Services, Inc., Cordia Bancorp Inc.,
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First Citizens Bank & Trust Employees
University of West Georgia June 2015 - Present
Georgia Regents University May 2014 - Present
Georgia Military College October 2013 - May 2014
Husqvarna February 2010 - June 2013
Husqvarna March 2009 - February 2010
Husqvarna January 2009 - March 2009
First Citizens Bank & Trust February 2008 - December 2008
J. Erving Group November 2006 - June 2007
NCS Wireless/SKC Wireless January 1999 - May 2006
Skills
Microsoft Excel, PowerPoint, IBM iSeries, Microsoft Word, Cognos, Data Warehousing, Pricing, Sales Management, Forecasting, Product Development, Competitive Analysis, Team Leadership, Process Improvement, Cross-functional Team..., Strategic Planning, Retail, Supply Chain, Budgets, Negotiation, Purchasing, Management, Marketing Strategy, Sales, Strategy
Education
University of West Georgia 2015 — 2022
Master of Business Administration (MBA)
Augusta State University 2006 — 2009
Bachelor of Arts, Business Administration (Finance)
Georgia State University 2002 — 2006
Nursing
Georgia Military College-Augusta Campus
Nursing
Park Sterling Bank April 2014 - Present
BB&T December 2012 - April 2014
First Citizens Bank & Trust January 2006 - December 2012
BB&T 2001 - 2006
Deutsche Bank January 1989 - June 2001
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Credit, Loans, Underwriting, Commercial Finance, Commercial Banking, Portfolio Management, Lines Of Credit, Asset Based Lending, Consumer Lending, Banking, Credit Risk, Retail Banking, Mortgage Lending, Loan Origination
Education
University of South Carolina - Darla Moore School of Business 1983 — 1987
BS, Finance & Management
Pinnacle Bank June 2012 - Present
JP Morgan Chase February 2011 - June 2012
First Citizens Bank & Trust April 2010 - January 2011
Georgia Bank & Trust January 2003 - April 2010
Bank of America January 1999 - May 2001
Bank of America January 1998 - January 1999
Bank of America May 1997 - January 1998
Bank of America February 1995 - May 1997
Bank of America January 1992 - February 1995
C&S Bank in Atlanta 1990 - 1992
Skills
Loans, Credit, Commercial Banking, Underwriting, Commercial Lending, Finance, Credit Analysis, Consumer Lending, Lines Of Credit, Retail Banking, Budgets, Financial Analysis, FHA, Refinance
Education
Georgia State University
B.B.A., Finance
EY December 2013 - Present
PwC January 2012 - November 2013
N & N Inc. 2008 - 2011
Mountain 1st Bank & Trust 2007 - 2008
First Citizens Bank & Trust August 2002 - May 2007
Skills
Auditing, GAAP, Internal Controls, Financial Analysis, Financial Reporting, SEC filings, Microsoft Excel, Financial Accounting, Financial Modeling, Broker-Dealer, Reinsurance, Sarbanes-Oxley Act, Internal Audit, External Audit, Private Equity, Fund Of Funds, Hedge Funds
Education
University of North Carolina at Greensboro 2009 — 2011
Master of Science, Accounting
Appalachian State University 1998 — 2002
Bachelor of Science, Computer Information Systems, Finance and Banking
Rancho Cielo Estates November 2013 - Present
Helios Property Solutions June 2007 - Present
First Citizens Bank & Trust November 2009 - August 2013
Greystone / Lennar November 1997 - May 2007
Skills
Real Estate Development, Entitlements, Land Acquisition, Valuation, Due Diligence, Real Estate Economics, Real Estate, Real Estate Transactions, Financial Modeling, Feasibility Studies, Acquisitions, Asset Managment, REO, Real Estate Financing, Residential Homes, Disposition, Property Management, Commercial Real Estate, Construction Management, Leases, Investment Properties, Project Management, Leadership, Location Intelligence, Mixed-use, Asset Management, Investments, Management, Brokerage, Corporate Real Estate, Property, Loans, Portfolio Management, Mortgage Lending, Apartments, Contract Negotiation, Asset, Appraisals, Lease Negotiations, Land Development, Landlords, Selling, Lease Administration, Sellers, Foreclosures, Financial Analysis, Construction Loans, Construction, Negotiation, Contract Management
Education
University of California, Berkeley 1983 — 1987
BA, Architecture
BB&T January 2013 - Present
GT Solutions International LLC November 2012 - January 2013
First Citizens Bank & Trust October 2009 - October 2012
Georgian Bank August 2005 - October 2009
SunTrust Bank 2003 - 2005
Wachovia Bank 1997 - 2003
Skills
Commercial Lending, Cash Management, Deposits, Personal Finance, Consumer Lending, Credit, Sales Management, Business Development, Community Outreach, Financial Risk, Key Performance..., Leadership, Microsoft Office, Social Networking, Organization, Problem Solving, Strategic Planning, Customer Service, Business Strategy, Communication Skills, Team Leadership, Team-oriented, Helping Clients Succeed, People Skills, Solution Focused, Professional Women, New Business Development, Emotional Intelligence, Business Networking, Accounting, Sales Process, Management Consulting, Small Business, mid-sized business, Loans, Mortgage Lending, lot lending, equipment loans, Agricultural Lending, Asset Based Lending, capital loans, SBA, SBA 504, Lines Of Credit, Revolving Lines of..., Home Equity Lines of..., vehicle loans, Accounts Receivable, recreational vehicle..., lot loans
Education
Georgia State University 2000 — 2003
MBA
College of Charleston
B.S
Signature Bank of Georgia February 2014 - Present
First Citizens Bank & Trust January 2012 - February 2014
Wells Fargo April 2006 - January 2012
BB&T March 2002 - April 2006
Manila MetroStars August 1999 - January 2001
Skills
Business Networking, Sales Presentations, Leadership Development, Banking, Loan Origination, Commercial Lending, Commercial Banking, Merchant Services, Portfolio Management, Loans, Small Business Lending, Cash Management, Credit, Credit Analysis, Treasury Management, Lines Of Credit, Asset Based Lending, Consumer Lending, Deposits, Financial Analysis, Investments, Mergers & Acquisitions, Private Banking, Risk Management, Sales, Sales Management, Underwriting, Leadership, Relationship Management, Mortgage Lending, Commercial Mortgages, Credit Risk, Cross Selling
Education
North Georgia College and State University 1995 — 1999
BBA, Marketing
Lee County High School 1991 — 1995
BB&T February 2008 - Present
First Citizens Bank & Trust September 2000 - January 2008
Education
North Carolina State University
First Citizens Bank & Trust February 2010 - Present
First Regional Bank May 1997 - January 2010
Skills
Banking, Credit, Credit Cards, Financial Services, Loans, Portfolio Management, Relationship Management, Retail Banking, Risk Management, Commercial Banking, Electronic Payments, Payments
Education
California State University-Northridge 1977 — 1979
Bachelor's degree, Urban Studies
BPAS October 2013 - Present
First Citizens Bank & Trust November 1999 - October 2013
Skills
Relationship Management, Investment Advisory, ERISA, Retirement, Asset Allocation, Retirement Planning, 401k, 404 Compliance, Employee Benefits, Business Development, Database Design, Series 63, Series 65, Series 6, Strategic Financial..., Wealth, Qualified Retirement..., Asset Management, Wealth Management...
Education
East Carolina University - College of Business 1994 — 1998
Bachelor of Science (BS), Finance and Financial Management Services
First Bank January 2015 - Present
First Citizens Bank & Trust January 2014 - January 2015
Mountain 1st Bank & Trust January 2010 - January 2014
First Citizens Bank December 1998 - January 2010
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Risk, Loans, Mortgage Lending, Portfolio Management, Retail Banking, Small Business Lending, Underwriting, Loan Origination, Consumer Lending, Risk Management
Education
University of Dayton 1990 — 1992
MBA, Business Management and Finance
Furman University 1983 — 1987
BA, Business Management
Still Searching January 2013 - Present
Harris, McLeod & Ruffner July 2003 - August 2011
INA USA November 2000 - July 2003
Chesterfield Drug September 2000 - November 2000
First Citizens Bank & Trust August 1998 - August 2000
Allstate October 1997 - May 1998
Education
Greenville Technical College 2011 — 2012
Associates in Applied Science, Physical Therapist Assistant
Francis Marion University 1997 — 1998
None, Biology - Incomplete
Spartanburg Methodist College 1995 — 1997
Associate in Science
Mountain 1st Bank & Trust October 2004 - Present
First Citizens Bank & Trust August 2014 - March 2015
First Citizens Bank January 1987 - March 2004
Newberry County Public Schools August 1978 - June 1981
Skills
Mortgage Lending, Loans, Banking, Credit, Management, Loan Origination, Credit Analysis, Consumer Lending
Education
University of South Carolina-Columbia 1972 — 1979
Master's Degree, Elementary Education and Teaching
University of South Carolina-Columbia 1972 — 1978
Masters of Arts in Teaching
First Citizens Bank & Trust
Skills
Credit, Commercial Banking, Mortgage Lending, Loans, Mortgage Banking, Commercial Lending, Banking, Lines Of Credit, Portfolio Management, Cash Management, Consumer Lending, Retail Banking, Small Business Lending, Loan Origination, Wealth Management, Financial Analysis, Credit Analysis
Education
Francis Marion University 2011 — 2014
Master of Business Administration (M.B.A.)