First Union Bank
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First Union Bank Employees
Strategic Business Systems October 2013 - Present
St. Joseph Health System April 2010 - September 2013
The Boeing Company April 2000 - May 2009
Bates USA West August 1999 - January 2000
SPL WorldGroup December 1997 - December 1998
First Union Bank May 1996 - December 1997
The Orange County Register December 1992 - May 1996
The New York Times / ATEX Systems November 1982 - October 1991
Skills
Process Improvement, Lean Manufacturing, ITIL, SDLC, Program Management, Change Management, Team Leadership, Problem Solving, Team Building, Process Development, Integration, Strategic Planning, IT Management, Leadership Development, Business Analysis, Microsoft Office, Business Intelligence, Continuous Improvement, Disaster Recovery, Operations Management, Risk Management, Cross-functional Team..., Management Consulting, Process Simulation, IT Service Management, Management, Project Management, Software Documentation, Strategy, Quality Assurance, IT Strategy, Troubleshooting, Analysis, Leadership, Enterprise Software, Visio, Vendor Management, IT Operations, Information Technology, PMP, Data Center, SharePoint, Project Portfolio..., MS Project, Networking, Requirements Analysis, Software Project..., Six Sigma, Business Process, Testing
Education
University of Phoenix 2004 — 2006
Master of Science (MS), Information Systems, 3.97
University of Phoenix-Southern California Campus 2002 — 2004
Bachelor of Science (BS), Business / E-Business, 3.81
UC Irvine 2002 — 2003
Diploma, Microsoft .Net Framework in C#
Square 1 Bank 2012 - Present
Citibank 2009 - 2012
Wells Fargo 2008 - 2009
Wachovia Bank 2001 - 2008
First Union Bank 2000 - 2001
First Union Bank 1999 - 2000
CoreStates Bank 1993 - 1999
CoreStates Bank 1991 - 1993
CoreStates Bank 1985 - 1991
Marine Midland Bank 1983 - 1985
Skills
Leadership, Management, Strategy, Cross-functional Team..., Process Improvement, Banking, Risk Management, Team Building, Strategic Planning, Start-ups, Executive Management, Mergers & Acquisitions, CRM, Operations Management, Team Leadership, Cash Management, Leadership Development, Project Management, Team Motivation
Education
United States Military Academy at West Point 1972 — 1976
Bachelor of Science, Engineering
Allstate Insurance December 2004 - Present
Pink Diamond Promotions 2008 - 2010
First Union Bank March 1997 - June 2001
Skills
Human Resources, Insurance, Performance Management, Property & Casualty..., Customer Satisfaction, Call Center, Project Management, Customer Service, Coaching, Call Centers, Software Documentation, Quality Assurance, Microsoft Office, Process Improvement, Management, Team Building, Training, Sales, Account Management, Leadership, Analysis, Access, Team Leadership, Risk Management, Business Analysis, Change Management, Operations Management, Customer Retention, Strategy, Strategic Planning, Recruiting
Education
University of Phoenix 2004 — 2006
Winthrop University 1993 — 1997
BA, English w/ a concentration in Business Administration
Future Home Realty June 2013 - Present
Century 21 Bay West March 2009 - June 2013
Zip Realty November 2006 - March 2009
ReMax Showcase April 2004 - November 2006
First Kensington Bank May 1998 - April 2004
Hamlin Bank and Trust October 1990 - May 1998
First Union Bank June 1981 - October 1990
Skills
Selling, Real Estate, Sellers, Real Estate Transactions, Buyers, Property, Leadership, Waterfront, National Association of..., Customer Satisfaction, Customer Service, Loans, Investment Properties, Investors, Luxury, Residential Homes, Short Sales, Property Management, First Time Home Buyers, REO, Leases, SFR, Move Up Buyers, Resellers, e-PRO, Vacation Homes, Real Estate Development, ABR, Buyer Representation, FHA, Rentals, New Homes, New Home Sales, Townhomes, Sales
Education
University of South Florida 1980 — 1982
B.S. Finance, Finance and Management
SUNY New York at Suffern 1978 — 1980
A.A.S., Business Major
Strategic Intervention Coach 2014 - Present
Private Practice July 2010 - Present
Speech and Language Consultant August 2009 - July 2013
Speech and Language Consultant 2004 - July 2009
First Union Bank 1998 - 2001
Prudential Insurance 1996 - 1998
Premium Frozen Foods 1993 - 1996
Regents Prentice-Hall (Subsidiary, Prentice Hall Publishing) 1991 - 1993
Skills
Strategic Intervention, Coaching, Relationship Management, Social and Nonverbal..., Training, Leadership, Team Building, Public Speaking, Accent Modification, Consulting, Writing, Blogging
Education
Temple University 2002 — 2004
Master of Arts (M.A.), Speech & Language Pathology, 3.5
University of Pennsylvania - The Wharton School 1987 — 1989
Bachelor of Business Administration (B.B.A.), Marketing
Robbins Madanes Center for Strategic Intervention
Mastery Certificate Program, Strategic Intervention Coaching
World Affairs Council of Jacksonville June 2010 - Present
World Affairs Council of Jacksonville June 2005 - June 2010
World Affairs Council of Jacksonville August 2004 - June 2005
First Union Bank March 1995 - January 1998
Fidelity Federal Savings Bank of Florida March 1992 - October 1994
First American Bank November 1990 - June 1991
Skills
Event Planning, Fundraising, Public Relations, Community Outreach, Community Relations, Program Development, Special Events, Non-profits, Administration, Event Management, Strategic Planning, Customer Relations, Media Relations, Customer Service, Nonprofits, Community Development, Public Speaking, Sales, Management, Research, Volunteer Management, Budgets, International Relations, Leadership, Public Engagement
Education
The University of Texas at Austin 1986 — 1990
Bachelor of Science, Advertising
University of Tennessee July 2011 - Present
Tek Systems July 2010 - November 2011
Paint Creek Web Creations January 2001 - November 2011
Astra-Zenca - Engage Systems Consultant October 1999 - May 2000
Wyeth-Ayerst Pharmaceuticals April 1997 - October 1999
Mainline Health Systems July 1996 - April 1997
First Union Bank September 1993 - January 1996
Burroughs Wellcome 1986 - 1993
Skills
HTML, Dreamweaver, CSS, VBScript, SharePoint Designer, Photoshop, Adobe Web Premium Suite..., Windows 95, HTML 5, CSS 3, IIS 7.5, IIS 5.0, Windows Server 2008 R2, SharePoint 2010, Windows 7, MAC OSX 10.8, Transport FTP Software, Hootsuite, IPad II and IPad Mini, Bitvise SSH Server, Windows 98, SharePoint, IIS, Windows Server, Microsoft SQL Server, Microsoft Windows 98, 2008 R2, JavaScript, Databases, WordPress, SQL, HTML5, Web Development, Networking
Education
New Horizons in Knoxville Tennessee 2012 — 2012
IIS, Microsoft's IIS 7.5 Web Server, Passed
University of North Carolina at Asheville 2005 — 2008
Web Development, Internet
3rd Party Training Center 1997 — 1999
Windows, Windows Desktop Engineer
3rd Party Training Center 1995 — 1997
Windows NT, Network Engineering
Durham Technical College 1989 — 1991
Programming, Ansi C and SAS Programming
University of North Carolina at Asheville 1979 — 1979
GED, General
Franklin Templeton Investments February 2000 - Present
First Union Bank 1987 - 2000
Pan American Bank and Sun Bank 1982 - 1987
Skills
Disaster Recovery, SDLC, SQL, Requirements Gathering, Vendor Management, SharePoint, Visio, Requirements Analysis, Business Analysis, Windows, Data Warehousing, Software Documentation
Education
University of South Florida - College of Business Administration 1978 — 1981
Bachelor of Science (B.S.), Finance
C1 Bank May 2007 - Present
Business Banker 4, Suntrust Bank September 2002 - May 2007
Small Business Banker, First Union Bank November 2000 - September 2002
First Union Bank April 2000 - November 2000
First Union Bank March 1995 - April 2000
Skills
Analytical Skills, Credit, Loans, Banking, Finance, Commercial Banking, Sales, Selling, Mortgage Lending, Marketing, Mutual Funds, Loan Origination, Portfolio Management, Real Estate, Underwriting, Management, Consumer Lending, Commercial Lending, Retail Banking, Small Business, Leadership, Small Business Lending, Credit Analysis
Education
University of South Florida 1994 — 1999
Bachelor of Science, Business Management
Bank of America January 2015 - Present
Newbold Advisors 2013 - February 2015
JPMorgan Chase April 2008 - July 2012
ResMAE Mortgage Corporation July 2007 - April 2008
Option One Mortgage January 1998 - July 2007
OPTION ONE MORTGAGE CORPORATION January 1998 - July 2007
Option One Mortgage January 1998 - July 2007
FIRST UNION BANK January 1997 - January 1998
ASSOCIATES FINANCIAL SERVICES January 1989 - January 1997
Associates Financial Services 1989 - 1997
Skills
Mortgage Banking, Risk Management, Loans, Program Management, Sales Operations, Management, Change Management, Mortgage Lending, Underwriting, Quality Assurance, Leadership, Project Management, Asset Management, Compliance, Credit, Operations Management, Loan Origination, Financial Services, Team Building, Analysis, Management Consulting, Financial Risk, Loss Mitigation, PMO, Business Development, Process Improvement
Education
UC Irvine
Project Management
Ohio State 1986 — 1988
PROCSI
Certificate, Change Management Methodology
Celgene September 2013 - Present
ProStrakan November 2012 - September 2013
Bristol-Myers Squibb August 2011 - November 2012
PDI, Inc. July 2010 - August 2011
Schering-Plough Research Institute July 2005 - January 2010
ADP January 2001 - July 2005
Black Crow Broadcasting June 2000 - January 2001
First Union Bank July 1993 - June 2000
Skills
Oncology, Gastroenterology, Antibiotic Resistance, Allergy, Cardiology, Urology, Hematology
Education
University of Central Florida 1992 — 1995
BA, Communications
University of Central Florida 1992 — 1995
B.A. College of Arts, and Sciences; Interpersonal Communications
UC Davis Health System Project ManagerCoreLogicMay 2011 - December 2011
THiNQ Ed, formerly known as SchoolCenter January 2010 - April 2011
Sutter Health 2007 - January 2010
Pearson School Systems 2005 - 2007
PowerSchool June 2000 - August 2005
First Union Bank April 1999 - June 2000
Skills
Agile Methodologies, Software Development, Analysis, Software Project..., Requirements Analysis, Product Management, Project Management, SQL, Data Warehousing, Databases, Team Leadership, SDLC, Business Analysis
Education
University of California, Davis 1988 — 1993
James River Petroleum August 2014 - Present
Virginia Women's Center October 2011 - August 2014
Packet360, Inc July 2008 - May 2011
Whitlock Group September 2003 - July 2008
Whitlock Group September 2002 - September 2003
Whitlock Group September 2001 - September 2002
First Union Bank February 1997 - June 1999
First Union Bank January 1996 - February 1997
Skills
Accounts Payable, Accounts Receivable, Accounting, Customer Service, Budgets, Invoicing, Account Reconciliation, Payroll, Purchasing, Management, Microsoft Office, Vendor Management, Sales, Human Resources, Software Documentation
Education
University of Phoenix 2009 — 2010
Associates In Accounting, Accounting and Business
J. S Reynolds Community College 1991 — 1993
Accounting/Finance
New Kent High School 1988 — 1991
Family Asset Management, LLC 2003 - Present
Corporate Governance Fund 2001 - 2003
First Union Bank 2000 - 2001
William R. Hough & Co. 1997 - 2000
J.C. Bradford & Co. 1996 - 1997
U.S. Generating Company 1991 - 1996
New Japan Securities International 1988 - 1990
Bankers Trust Company 1986 - 1988
Skills
Asset Management, Wealth Management, Financial Advisory, RIA, Fee-Only Registered..., Independent Financial..., Retirement Planning, Trust Services, Educational Funding, Foundations, Philanthropy
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill
Bachelor's degree
Bank of America 2012 - Present
HomeTrust Banking Partnership 2008 - 2011
Wachovia Bank 1988 - 2008
Republic Security Bank 1998 - 2001
First Union Bank 1988 - 1998
Skills
Cash Management, Banking, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit Analysis, Credit Cards, Credit Risk, Finance, Financial Advisory, Financial Analysis, Investments, Leadership, Lines Of Credit, Management, Merchant Services, Relationship Management, Risk Management, Series 63, Small Business, Small Business Lending, Team Building, Team Leadership, Treasury Management, Treasury Services, Underwriting, Retail Banking
Education
University of Florida 1977 — 1981
Bachelor of Science, Business Administration
Weaver Household April 2012 - Present
Wells Fargo 2009 - 2012
Weaver Household March 2007 - December 2009
State Farm October 2005 - March 2007
Wachovia Bank March 2004 - September 2005
First Union Bank August 2002 - March 2004
ANN INC. November 2001 - July 2002
Skills
Sales Management..., Dance instruction, Retail Banking, Property & Casualty..., Life Insurance
Education
University of North Carolina at Charlotte
Business Administration and Management, General
University of South Carolina-Columbia
Business Administration and Management, General
Prism Consulting January 1999 - Present
First Union Bank February 1992 - May 1994
Skills
Meditation Instructor, Intuitive, Consultant in Stress..., Public Speaking, Social Media, Writing, Meditation, Coaching, Teaching, Health, Counseling, Stress Management, Medical Intuitive, Mental Health, Leadership Development, Psychotherapy, Personal Development, Wellness, Marketing Communications, Research, Healthcare, Executive Coaching, Training, Fundraising, Organizational..., Conflict Resolution, Workshop Facilitation, Social Networking, Community Outreach, Leadership, Entrepreneurship, Team Building, Small Business
Education
UC Santa Barbara
Bachelor's, Pre-Law Studies
USC Law School (University of Southern California)
Juris Doctorate
Main Street Media Inc. March 2007 - Present
TZA Designs January 2005 - Present
The Real Estate Market Magazine September 2004 - January 2010
Fox Sports January 1997 - August 2004
South Gate Police Department March 1996 - September 1998
Xtra Sports February 1996 - January 1997
Pick Up Stix June 1995 - February 1996
TeleTech Call Center January 1994 - June 1995
First Union Bank January 1993 - January 1994
Education
University of Southern California 1999 — 2002
Master's Degree, Criminal Justice
Cal State Univ
Bachelor's
USAmeriBank October 2013 - Present
Wells Fargo Bank January 2009 - December 2010
Wachovia Bank January 2003 - January 2009
First Union Bank June 1999 - January 2003
First Union Bank 1994 - 1999
First Union Bank 1992 - 1994
First Florida Bank 1982 - 1992
Skills
Loans, Banking, Commercial Banking, Credit, Financial Analysis, Leadership, Management, Mergers & Acquisitions, Customer Service, Underwriting, Small Business, Small Business Lending, Commercial Lending, Mortgage Lending, Lines Of Credit
Education
University of Florida
BA, Economics
Humana October 2008 - Present
United American Insurance March 2006 - February 2008
B and b brokers 2007 - 2008
United American Insurance 2006 - 2008
Torchmark Corporation 2006 - 2008
Bankers Life and Casualty 2005 - 2006
ING 1997 - 2004
First Union Bank 1993 - 1997
Met Life 1992 - 1994
Hair Performers 1984 - 1991
Skills
Underwriting, Insurance, Commercial Insurance, Whole Life, Health Insurance, Management, Sales, Life Insurance, Fixed Annuities, Long-term Care, Employee Benefits, Retirement, Retirement Planning, Recruiting, Strategic Planning, Dentistry, Property & Casualty..., Leadership, General Insurance, Disability Insurance, Term Life Insurance, Brokers, Medicare, Universal Life, Long Term Care Insurance, Critical Illness, Accident, Casualty, Claim, Health Savings Accounts, Workers Compensation
Education
The American College 1992 — 1994
LUTCF, Insurance
Mayfair Custom Homes October 2014 - Present
Robert Half Finance & Accounting June 2014 - Present
RR Donnelley February 2014 - June 2014
Wells Fargo March 2011 - February 2014
York County Planning Commission January 2011 - February 2011
Jackson Hewitt January 2011 - February 2011
Metro Bank April 2010 - July 2010
Waypoint Bank April 2001 - April 2004
First Union Bank November 1995 - April 2001
Skills
Finance, Tax, Accounting, Accounts Payable, Account Reconciliation, Microsoft Excel, Data Entry, Financial Reporting, Auditing, Microsoft Word, Bookkeeping, Customer Service, Financial Statements, Microsoft Office, PowerPoint, Spreadsheets, Financial Accounting, Invoicing, Cash Management, Internal Controls, GAAP, Bank Reconciliation, Research, Data Analysis, Investments, Banking, Internal Audit, Sarbanes-Oxley Act, General Ledger, QuickBooks, Risk Management
Education
University Of Phoenix 2010 — 2014
Accounting, Forensic Accounting
York College of Pennsylvania 1994 — 1998
Political Science, Political Science
University of Pittsburgh 1993 — 1993
Management and Accounting, Psychology
Commercial Capital Funding Corporation (International) October 1993 - Present
Chemical Bank (New York) August 1990 - September 1994
National Bank of Detroit November 1988 - July 1990
First Union Bank January 1985 - October 1988
Executive National & Developement May 1983 - December 1984
Barnett Bank October 1982 - May 1983
First Federal of Florida October 1980 - October 1982
Skills
Investments, Loans, Banking, Day Trading, Mortgage Lending, Strategic Planning, Capital, Private Equity, Venture Capital, Buisness Loans, Commercial Lending, Residential Mortgages, Credit, Lines Of Credit, Financial Structuring, Architecture, Construction, Development, Due Diligence, Loan Origination, Finance, Portfolio Management, International Lending, Executive Management, Mergers & Acquisitions, Commodity, Corporate Finance, Restructuring, Project Finance, Funding, Investment Banking, Financial Services, Mortgage Banking, Asset Management, Structured Finance, Capital Markets, Valuation, Emerging Markets, Equities, Strategic Financial..., Financial Advisory, Financial Markets, Financial Modeling, Alternative Investments, Securities, Investor Relations, Corporate Development, Investment Strategies, Investment Advisory, Joint Ventures
Education
University of South Florida
Finance
JG Associates, (Formally CAZ Consulting Group) Since 2000 June 2000 - Present
Sutter Health February 2010 - October 2013
The Ken Blanchard Companies June 2000 - October 2010
First Union Bank 1998 - 2000
Skills
Talent Management, Performance Management, Leadership Development, Organizational..., Leadership, Executive Coaching, Strategy, Coaching, Employee Engagement, Change Management, Cross-functional Team..., Organizational..., Training, Succession Planning, Team Building, Performance Improvement, Human Resources
Education
University of San Francisco
Bachelor of Science, Organizational Behavior
VidClout, LLC. May 2012 - Present
The Fever Company April 2006 - Present
First Union Bank September 1996 - June 2005
Education
Temple University 1991 — 1995
Bachelors, Marketing & Economics
Project HOME March 2006 - February 2014
Wachovia Bank (now Wells Fargo) June 2000 - December 2005
First Union Bank June 1998 - June 2000
CoreStates Bank June 1996 - June 1998
Skills
Management, Community Development, Research, Microsoft Office, Leadership, Strategy, Analysis, Business Development, Finance, Budgets, Policy, Community Outreach, Executive Management, Problem Solving
Education
Towson University
Bachelor's Degree, Business Administration
PharMerica May 2013 - Present
Gulf South Medical Supply a division of PSS World Medical Inc. February 2011 - May 2013
Gulf South Medical Supply a division of PSS World Medical Inc. 2008 - 2011
Gulf South Medical Supply a division of PSS World Medical Inc. 2005 - 2008
Gulf South Medical Supply a division of PSS World Medical Inc. 2001 - 2005
First Union Bank 2000 - 2001
Enterprise North Florida Corporation January 1999 - January 2000
St. Johns County Emergency Services January 1990 - January 1997
Skills
Salesforce.com, Pricing, Process Improvement, Leadership, Finance, Management, Business Planning, Analysis, Business Strategy, Forecasting, Business Analysis, Change Management, Pricing Strategy, Cross-functional Team..., Financial Analysis, Sales Operations, Start-ups, Pricing Analysis, Access, Microsoft Excel, Problem Solving, Customer Profitability, Project Management, Analytics, Financial Reporting, Sales, Strategic Pricing, Sales Management, Budgets, Leading Change, Profit Maximization, High Performance Teams, Financial Modeling, Corporate Finance, JDE One World, Competitive Analysis, Segmentation, Strategy, Training, High Impact, Mergers, Key Account Management, New Business Development, Healthcare
Education
University of North Florida
Masters, Business Administration
University of North Florida 1997 — 1998
Bachelor of Business Administration (B.B.A.), International Business
Atlas Roofing Corporation December 2013 - Present
MarketSource Inc. June 2012 - December 2013
ADP December 2010 - July 2012
Paychex January 2005 - October 2011
Paychex 1997 - 2005
First Union Bank 1993 - 1997
Skills
Payroll, ADP Payroll, Customer Service, Analysis, Interviews, Payroll Taxes, Onboarding, PeopleSoft, Talent Acquisition, Employee Training, Coaching, Microsoft Excel, Outlook, Team Building, Paychex, Garnishments, Team Leadership, Microsoft Word, Leadership Development
Education
University of Alabama at Birmingham 1991 — 1993
JLL January 1998 - Present
Satulah Group April 1996 - January 1999
WebMatters New Media July 1996 - December 1998
Property Systems August 1990 - April 1996
Wachovia Bank August 1987 - August 1990
First Union Bank April 1984 - August 1987
Skills
Program Management, Social Media, Site Selection, Construction Management, Six Sigma, Corporate Real Estate, Retail Site Selection, Multi-site, Project Management, LinkedIn, Retail Construction..., Construction, Location Intelligence, Management, Integration, Facilities Management, Vendor Management, Project Planning, Contract Negotiation, Budgets, CRM, Leadership, Training, Property Management, Real Estate, Contract Management, Outsourcing, Real Estate Development, Business Planning, Shopping Centers
Education
University of Central Florida - College of Business Administration 1982 — 1984
B.S.B.A.
FireHouse Charcoal June 2007 - March 2010
First Union Bank August 1991 - September 1993
Southeast Bank March 1990 - August 1991
Southeast Bank January 1988 - March 1990
Southeast Bank June 1987 - December 1987
Southeast Bank January 1987 - June 1987
Southeast Mortgage Company January 1986 - January 1987
Household Finance Corporation June 1984 - January 1986
Continental Bank (Chicago, IL; formerly nation's 6th largest bank) June 1982 - May 1984
Skills
Leadership, Banking, Credit Analysis, Fundraising, Outlook, Social Media, Credit, Risk Management, Loans, Non-profits, Spanish, Strategic Planning, Time Management, Microsoft Excel, Training, Management, Nonprofits, Executive Management, Portfolio Management, Finance
Education
University of Miami 1983 — 1984
MBA, Finance
University of Miami 1978 — 1982
Bachelor of Arts, Industrial Psychology, Finance, Economics, Accounting, Business Management, Marketing
United Airlines November 2014 - Present
City of Chicago August 2012 - November 2014
PricewaterhouseCoopers December 2010 - August 2012
Symantec October 2009 - April 2010
ABN AMRO Bank, N.V. October 2007 - September 2009
ABN AMRO Bank, N.V. August 2006 - October 2007
ABN AMRO Bank N.V. January 2005 - August 2006
ABN AMRO Bank N.V. September 2003 - January 2005
ABN AMRO Bank N.V. 2000 - 2003
First Union Bank 1999 - 2000
Skills
Information Security, Information Security..., ISO 27001, Vulnerability Management, Network Security, Risk Management, Risk Assessment, CISSP, ITIL, IT Audit, Infrastructure, Governance, IT Strategy, Vulnerability Assessment, IT Management, Change Management, CISA, Business Continuity, CISM, Vendor Management, Metrics, Information Management, Vulnerability Scanning, Incident Management, NIST, HIPAA, Basel II, IT Operations, Budgets, Computer Security, Information Security..., Risk Mitigation, MCSE, Budget Management, Chicago, Perimeter Security, Performance Metrics, Financial Sector, Global Strategy, Global Management, Regulatory Requirements, ISO 27000, ISO, IT Governance, Creative Strategy, Metrics Analysis, Security, Information Technology, PCI DSS, Data Privacy
Education
University of Illinois at Chicago
BA, History of Art and Architecture
ProStaffing February 2015 - Present
Alpha Printing & Mailing August 2012 - February 2015
Carolina Trust Bank 2008 - 2012
First Citizens Bank 2005 - 2008
Peoples Bank February 1998 - April 2005
First Union Bank August 1986 - 1992
Skills
Customer Service, Strategic Hiring, Organizational Needs..., Direct Marketing, New Business Development, Team Management, Collaborative Problem..., Advertising Sales, B2B, Strategic Planning, Salesforce.com, Team Building, Sales, Small Business Lending, Commercial Lending, Business Development, Teamwork, Consumer Lending, Asset Based Lending, Sales Presentations, Sales Management, Team Leadership, Leadership, Hiring Practices, Temporary Staffing, Staff Management, Branch Banking, Retail Banking, Retail Sales, Marketing Strategy
Education
University of North Carolina at Charlotte 1978 — 1982
Bachelor's Degree, Biology/Psychology
I April 2012 - Present
Directors Mortgage February 2013 - November 2014
IMPAC November 2009 - December 2011
Watermark Financial 2009 - October 2010
MetLife Home Loans May 2009 - November 2009
Franklin First Financial 1996 - 2008
First Union Bank 1994 - 1996
Skills
Credit, Sales, Banking, Real Estate, Underwriting, Customer Service, Account Management, Investment Properties, Marketing, Sales Management, Credit Analysis, Finance
Education
University of Portland 1987 — 1991
Marketing, Business
Acuity Brands Lighting June 2012 - Present
Acuity Brands Lighting April 2011 - June 2012
Acuity Brands Lighting 2008 - April 2011
Acuity Brands Lighting 2008 - 2009
Acuity Brands Lighting 2002 - 2008
Acuity Brands Lighting July 2000 - September 2002
Acuity Brands Lighting May 1999 - June 2000
First Union Bank May 1998 - August 1998
Skills
Cross-functional Team..., Process Improvement, Human Resources
Education
University of South Carolina - Darla Moore School of Business 1997 — 1999
MHR, Human Resources
University of North Carolina at Charlotte 1993 — 1997
BA, Human Services, Public Sector HR
Wells Fargo Bank July 2007 - Present
Wachovia Bank NA May 2006 - July 2007
First Union Bank August 2000 - May 2006
TeleCheck May 1995 - June 1999
Skills
Microsoft Office Xp, 10 Key Touch, Rumba, Actimize, Fraud, AML, Training, Communicative Skills, SharePoint Designer, Investigative Reporting, Financial Risk, Due Diligence, OFAC, Bank Secrecy Act, SharePoint, USA PATRIOT Act, Lines Of Credit, Operational Risk..., Banking
Education
UNCC
Business Administration, Management and Operations
Fidelity Investments February 2007 - December 2007
Hewitt Associates June 2003 - August 2006
Northern Trust December 1994 - June 2003
First Union Bank July 1994 - November 1994
Fidelity Investments October 1987 - July 1994
Skills
401k, SDLC, Product Development, Leadership, Strategic Planning, BPO
Education
University of Dayton
BS, Education
HAMILTON FINANCIAL STRATEGIES, member of fusion advsor network December 2003 - Present
FUSION FINANCIAL GROUP June 2003 - Present
QUORUM FEDERAL CREDIT UNION formerly KRAFT January 2001 - Present
ALLMERICA FINANCIAL January 1992 - December 2003
FIRST UNION BANK June 1999 - June 2001
CBS SPOT TV January 1989 - December 1991
PETRY TELEVISION December 1984 - December 1987
Skills
Strategic Financial..., Consulting, Variable Annuities, Indexed Annuities, Immediate Annuities, Guaranteed Lifetime..., Separately Managed..., Investments, Retirement Planning, Financial Services, Fixed Annuities, Retirement, Strategic Planning, FINRA
Education
Syracuse University
B. A., English & Library Science
Alsco, Inc. January 2006 - Present
Instutional Investment Firm April 1997 - April 2005
First Union Bank January 1988 - April 1997
Skills
Banking, Financial Services, Investments, Team Management, Employee Training, Technical Support, Marketing, Marketing Communications, Digital Marketing, Marketing Strategy, Sales, Sales Management, Salesforce.com, Sales Presentations, Account Management, Key Account Management, Account Reconciliation, Manage Client..., Customer Service, Compliance, Client Presentation, Client Development, Customer Retention, Budgets, Social Media, Mobile Internet, Internet Savvy, Office Administration, Communication, Project Management, CRM
Education
University of Central Florida 1992 — 1995
Bachelor of Arts (B.A.), Psychology
University of Central Florida
Greater New Haven Community Loan Fund April 2005 - Present
Product Ventures Ltd. February 2004 - November 2004
Veritas South American Corp. 1996 - 2000
Crossmedia Creative Group September 1990 - June 1993
Howard Builders 1983 - 1986
First Union Bank 1978 - 1980
Sun Bank and Trust Company 1976 - 1979
Skills
Financial Accounting, Financial Reporting, Financial Analysis, Affordable Housing, Fundraising, Community Outreach, Grants, Budgets, Community Development, Grant Writing, Credit Counseling, Accounting Applications, Project Accounting, Loans, Non-profit..., Board Development, Managerial Finance, Community Organizing, Credit, Strategic Financial..., Economic Development, Strategic Planning, Nonprofits
Education
The University of Connecticut
B.S.
El Camino Hospital July 2015 - Present
Temple University Hospital January 1999 - Present
Temple University Hospital November 1999 - November 2012
Thomas Jefferson Hospital January 1998 - January 1999
First Union National Bank February 1993 - July 1998
First Union Bank January 1993 - January 1998
Skills
Pediatrics, Hospitals, Healthcare, Home Care, Cpr Certified, Emergency Room, Treatment, Training, Analysis, Management, Mechanical Ventilation, Ventilators, CPAP, Respiration, Administration, Teamwork, Critical Care, Blood Gas, Healthcare Management, Acute Care, CPR Certified
Education
Temple University - Fox School of Business and Management 2004 — 2009
Bachelor's, Finance
Temple University 2001 — 2009
Bachelor, Finance and Business Administration
Community College 1994 — 1998
Associates, Allied Health and Respiratory Therapy
Brokering January 2009 - Present
SEM Resource Capital December 2001 - November 2006
First Union Bank June 1995 - March 2001
Citibank January 1982 - January 1989
Skills
Real Estate, Investment Properties, Real Estate Transactions, Commercial Banking, Commercial Lending
Education
University of California, Santa Barbara 1966 — 1970
BA, Economics
WELLS FARGO BANK 2008 - 2012
Wells Fargo 1977 - 2012
WACHOVIA BANK 2001 - 2008
FIRST UNION BANK 1998 - 2001
Skills
Developing Programming..., Merger Systems..., Research, Analysis, and..., Project Planning and..., Analytical and logical..., MVS JCL TSO ISPF COBOL..., FILEAID CA7 MS..., LOTUS NOTES, Data Integration, Customer Oriented, Lotus Notes
Education
Temple University
Bachelor of Arts (B.A.), Foreign Languages, Italian, Magna Cum Laude
Fox River Partners 1993 - Present
Greenwich Financial Resources 1988 - 1993
First American Bank of New York 1987 - 1988
First Union Bank 1984 - 1987
Interstate Securities 1983 - 1984
American Continental Corporation 1981 - 1983
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, HTML, Public Speaking, Budgets, Strategic Planning, Corporate Finance, Hedge Funds
Education
University of Florida
Bachelor of Science (BS), Communications & Journalism