First Union Corporation
Industry: Bank
DescriptionFirst Union Corporation was a bank holding company that provided commercial and retail banking services in eleven states in the eastern U.S. Successor: Wachovia (now Wells Fargo) Ceased operations: 2001 Founder: H.M. Victor Founded: 1908 Number of employees: 71,262 Headquarters: Charlotte, NC
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First Union Corporation Employees
Employee
Years
Job
Industry
Janice Crook, CPA Janice Crook, CPA's First Union Corporation Experience 1984 - 1986
Job Owner at Janice Crook, CPA, PLLC
Industry Accounting
Experience
Janice Crook, CPA, PLLC 2014 - Present
Southern Accounting Services, Inc. 2008 - 2014
AGI Digital Imaging 1996 - 2006
Vargo Color Labs 1985 - 1994
The Jones Group, Inc. 1986 - 1989
First Union Corporation 1984 - 1986
Peat Marwick Mitchell & Co. 1983 - 1984
Skills
Accounting, Bookkeeping, Tax Preparation, Small Business..., Corporate Tax Returns, Individual Tax Returns, Federal Income Tax, State Income Tax, Ammended Income Tax..., Tax Consulting, Start-up Consulting, QuickBooks, Tax Planning, CPA, Tax, Customer Service, Corporate Tax
Education
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor of Business Administration (BBA), Concentration in Accounting
Janice Crook, CPA, PLLC 2014 - Present
Southern Accounting Services, Inc. 2008 - 2014
AGI Digital Imaging 1996 - 2006
Vargo Color Labs 1985 - 1994
The Jones Group, Inc. 1986 - 1989
First Union Corporation 1984 - 1986
Peat Marwick Mitchell & Co. 1983 - 1984
Skills
Accounting, Bookkeeping, Tax Preparation, Small Business..., Corporate Tax Returns, Individual Tax Returns, Federal Income Tax, State Income Tax, Ammended Income Tax..., Tax Consulting, Start-up Consulting, QuickBooks, Tax Planning, CPA, Tax, Customer Service, Corporate Tax
Education
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor of Business Administration (BBA), Concentration in Accounting
Robert M. Negri Robert M. Negri's First Union Corporation Experience January 1990 - January 1996
Job Principal, Centre Street Consulting
Industry Financial Services
Experience
CENTRE STREET CONSULTING January 2005 - Present
Centre Street Consulting 2005 - Present
SouthTrust Bank August 1996 - December 2004
SouthTrust Bank August 1996 - December 2004
GENERAL BANK ADMINISTRATION January 2001 - January 2004
General Bank August 1998 - January 2004
SouthTrust Bank January 1996 - January 2004
SouthTrust Bank January 1998 - January 2001
SouthTrust Bank January 1996 - January 1998
FIRST UNION CORPORATION January 1990 - January 1996
Skills
Sales Management, Strategic Planning, Coaching, Incentive Programs, Selling Skills, Personnel Management, Retail Banking, Banking, Leadership, Consulting, Sales, Small Business Lending, Consumer Lending, Commercial Lending, Loans, Business Strategy, Commercial Banking, Credit Cards, Portfolio Management, Training, Marketing Strategy, Mergers & Acquisitions, Management, Finance, Start-ups, Relationship Management, Strategy, Recruiting, Change Management, Human Resources, New Business Development, Analysis
Education
Denison University 1965 — 1969
BA, Political Science
Miami University 1971 — 1972
Master of Science, Personnel and Counseling
Commercial Lending School University of Oklahoma
field of study-Commercial Lending Training
CENTRE STREET CONSULTING January 2005 - Present
Centre Street Consulting 2005 - Present
SouthTrust Bank August 1996 - December 2004
SouthTrust Bank August 1996 - December 2004
GENERAL BANK ADMINISTRATION January 2001 - January 2004
General Bank August 1998 - January 2004
SouthTrust Bank January 1996 - January 2004
SouthTrust Bank January 1998 - January 2001
SouthTrust Bank January 1996 - January 1998
FIRST UNION CORPORATION January 1990 - January 1996
Skills
Sales Management, Strategic Planning, Coaching, Incentive Programs, Selling Skills, Personnel Management, Retail Banking, Banking, Leadership, Consulting, Sales, Small Business Lending, Consumer Lending, Commercial Lending, Loans, Business Strategy, Commercial Banking, Credit Cards, Portfolio Management, Training, Marketing Strategy, Mergers & Acquisitions, Management, Finance, Start-ups, Relationship Management, Strategy, Recruiting, Change Management, Human Resources, New Business Development, Analysis
Education
Denison University 1965 — 1969
BA, Political Science
Miami University 1971 — 1972
Master of Science, Personnel and Counseling
Commercial Lending School University of Oklahoma
field of study-Commercial Lending Training
Derek Rawls Derek Rawls's First Union Corporation Experience July 1990 - January 1993
Job Director of Tax at Gray, Gray & Gray
Industry Accounting
Experience
Gray, Gray & Gray 2014 - Present
EY November 1996 - 2014
Arthur Andersen LLP September 1994 - November 1996
First Union Corporation July 1990 - January 1993
Skills
Corporate Tax, Tax, Tax Accounting, Income Tax, Tax Advisory, Big 4, SALT, New Business Development, Due Diligence, FIN 48, Indirect Taxation, Sales & Use Tax, Tax Research, Multi-state tax returns, State Tax Planning, Project Management, Escheatment, International Tax, CPA, Accounting, Internal Audit, Auditing, Internal Controls, GAAP
Education
University of South Carolina - The Moore School of Business 1993 — 1994
Master's degree, Taxation
Babson College 1986 — 1990
Bachelor of Science (B.S.), Accounting
Concord-Carlisle High School 1982 — 1986
Gray, Gray & Gray 2014 - Present
EY November 1996 - 2014
Arthur Andersen LLP September 1994 - November 1996
First Union Corporation July 1990 - January 1993
Skills
Corporate Tax, Tax, Tax Accounting, Income Tax, Tax Advisory, Big 4, SALT, New Business Development, Due Diligence, FIN 48, Indirect Taxation, Sales & Use Tax, Tax Research, Multi-state tax returns, State Tax Planning, Project Management, Escheatment, International Tax, CPA, Accounting, Internal Audit, Auditing, Internal Controls, GAAP
Education
University of South Carolina - The Moore School of Business 1993 — 1994
Master's degree, Taxation
Babson College 1986 — 1990
Bachelor of Science (B.S.), Accounting
Concord-Carlisle High School 1982 — 1986
Angelia Black Angelia Black's First Union Corporation Experience August 1996 - January 1999
Job Managing Partner/Real Estate Broker
Industry Real Estate
Experience
Hope Property Group, LLC January 2002 - Present
Bank of America January 1999 - January 2002
First Union Corporation August 1996 - January 1999
Skills
Contract Management, Contract Negotiation, Client Relations, Short Sales, Relocation, Business Development, Real Estate, REO, Sales Management, Real Estate Development, Townhomes, Property Management, ABR, Seller Representation, Income Properties, Relocation Buyers, Selling, New Homes, Buyers, Condos, Luxury, Team Building, Investors, First Time Home Buyers, Investment Properties, Training, Foreclosures
Education
University of North Carolina at Wilmington 1992 — 1996
Bachelor of Science, Accounting
Hope Property Group, LLC January 2002 - Present
Bank of America January 1999 - January 2002
First Union Corporation August 1996 - January 1999
Skills
Contract Management, Contract Negotiation, Client Relations, Short Sales, Relocation, Business Development, Real Estate, REO, Sales Management, Real Estate Development, Townhomes, Property Management, ABR, Seller Representation, Income Properties, Relocation Buyers, Selling, New Homes, Buyers, Condos, Luxury, Team Building, Investors, First Time Home Buyers, Investment Properties, Training, Foreclosures
Education
University of North Carolina at Wilmington 1992 — 1996
Bachelor of Science, Accounting
James Hivick James Hivick's First Union Corporation Experience January 1990 - January 1993
Job Platinion North America a Company of the Boston Consulting Group (BCG), Expert Advisor
Industry Financial Services
Experience
Platinion North America - a Company of the Boston Consulting Group (BCG) July 2014 - Present
Decision Point Partners October 2012 - July 2014
Informa Investment Solutions, Inc. June 2011 - October 2012
Morgan Stanley Smith Barney February 2000 - June 2011
Citigroup 1996 - 2000
Citi January 1993 - January 1997
First Union Corporation January 1990 - January 1993
Bank of Montreal January 1983 - January 1990
Skills
FINRA Series 7 & 66, Completed FA UHNW..., Training, Financial Analysis, Consulting, FINRA, Business Development, Project Management, Series 7, Alternative Investments, Financial Risk..., Wealth Management..., Wealth Management, Investments, Asset Management, Strategy, Mutual Funds, CRM, Series 63, Capital Markets, Financial Advisory, Asset Allocation, Fixed Income, Separately Managed..., Series 24, Financial Services, Investment Advisory, Securities, Portfolio Management, Hedge Funds, Strategic Financial..., Investment Management, Equities, Investment Strategies, Wealth, Financial Risk, ETFs, Retirement Planning, Bonds, Finance, High Net Worth..., Relationship Management, Private Banking, Financial Planning
Education
Fairleigh Dickinson University
BS Accounting, Accounting
FINRA Series 7 & 66
Scotch Plains-Fanwood HS
Platinion North America - a Company of the Boston Consulting Group (BCG) July 2014 - Present
Decision Point Partners October 2012 - July 2014
Informa Investment Solutions, Inc. June 2011 - October 2012
Morgan Stanley Smith Barney February 2000 - June 2011
Citigroup 1996 - 2000
Citi January 1993 - January 1997
First Union Corporation January 1990 - January 1993
Bank of Montreal January 1983 - January 1990
Skills
FINRA Series 7 & 66, Completed FA UHNW..., Training, Financial Analysis, Consulting, FINRA, Business Development, Project Management, Series 7, Alternative Investments, Financial Risk..., Wealth Management..., Wealth Management, Investments, Asset Management, Strategy, Mutual Funds, CRM, Series 63, Capital Markets, Financial Advisory, Asset Allocation, Fixed Income, Separately Managed..., Series 24, Financial Services, Investment Advisory, Securities, Portfolio Management, Hedge Funds, Strategic Financial..., Investment Management, Equities, Investment Strategies, Wealth, Financial Risk, ETFs, Retirement Planning, Bonds, Finance, High Net Worth..., Relationship Management, Private Banking, Financial Planning
Education
Fairleigh Dickinson University
BS Accounting, Accounting
FINRA Series 7 & 66
Scotch Plains-Fanwood HS
Barrett Ranson Barrett Ranson's First Union Corporation Experience February 1998 - December 2001
Job Executive Director at Wing Haven Gardens and Bird Sanctuary
Industry Nonprofit Organization Management
Experience
Wing Haven Gardens and Bird Sanctuary February 2014 - Present
xpedx October 2011 - Present
Self-Employed January 2001 - May 2011
First Union Corporation February 1998 - December 2001
Skills
Leadership, Strategy, Management, Marketing, Business Development, Event Management, New Business Development, Customer Service, Nonprofits, Account Management, Event Planning, Fundraising, Public Relations
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Communications
Wing Haven Gardens and Bird Sanctuary February 2014 - Present
xpedx October 2011 - Present
Self-Employed January 2001 - May 2011
First Union Corporation February 1998 - December 2001
Skills
Leadership, Strategy, Management, Marketing, Business Development, Event Management, New Business Development, Customer Service, Nonprofits, Account Management, Event Planning, Fundraising, Public Relations
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Communications
Will Latham, MBA Will Latham, MBA's First Union Corporation Experience 1981 - 1988
Job Medical Group Strategy, Governance and Merger Consultant and Facilitator | Latham Consulting Group
Industry Hospital & Health Care
Experience
Latham Consulting Group, Inc. April 1988 - Present
First Union Corporation 1981 - 1988
KPMG US 1977 - 1981
Skills
Strategic Planning, Meeting Facilitation, Retreat Leader, Board Governance, Mergers & Acquisitions, Strategy, Healthcare, Physicians, Physician Relations, Healthcare Industry, Healthcare Management, Healthcare Consulting, Consulting, Leadership, Team Building, Practice Management, Public Speaking
Education
University of North Carolina at Charlotte
Master of Business Administration (MBA)
Lenoir-Rhyne College
Bachelor of Business Administration (B.B.A.)
Latham Consulting Group, Inc. April 1988 - Present
First Union Corporation 1981 - 1988
KPMG US 1977 - 1981
Skills
Strategic Planning, Meeting Facilitation, Retreat Leader, Board Governance, Mergers & Acquisitions, Strategy, Healthcare, Physicians, Physician Relations, Healthcare Industry, Healthcare Management, Healthcare Consulting, Consulting, Leadership, Team Building, Practice Management, Public Speaking
Education
University of North Carolina at Charlotte
Master of Business Administration (MBA)
Lenoir-Rhyne College
Bachelor of Business Administration (B.B.A.)
John Frankenfield's First Union Corporation Experience January 1992 - January 1995
Job Senior Consultant to the Commercial Finance Industry
Industry Financial Services
Experience
Commercial Finance Industry 2014 - Present
Fleet One Factoring, LLC (WEX) March 2006 - October 2012
Fleet One 2006 - 2012
SUMMIT Financial Resources: Working Capital Financing January 2004 - March 2006
2003 - 2006Summit Financial Resources January 2003 - March 2006
Private Business, Inc (Jack Henry and Assoc.) March 1998 - January 2004
Private Business, Inc January 1997 - January 2003
Cardinal Health, Inc January 1995 - January 1997
First Union Corporation January 1992 - January 1995
Dominion Bank Corporation January 1988 - January 1992
Skills
Factoring, Sales Management, Working Capital..., Credit, Credit Analysis, Asset Based Lending, Loans, Accounts Receivable, Portfolio Management, B2B, Banking, Risk Management, Strategic Planning, Transportation, Lines Of Credit, Credit Risk, Commercial Finance, Salesforce.com, Small Business Lending, New Business Development, Finance, Commercial Banking, Commercial Lending, Marketing, Business Strategy, Account Management, Business Development, Business Planning, Strategic Partnerships
Education
University of Arkansas 1980 — 1985
BS, Marketing/Finance
University of Arkansas
B.S, Business Administration; Finance and Marketing
Commercial Finance Industry 2014 - Present
Fleet One Factoring, LLC (WEX) March 2006 - October 2012
Fleet One 2006 - 2012
SUMMIT Financial Resources: Working Capital Financing January 2004 - March 2006
2003 - 2006Summit Financial Resources January 2003 - March 2006
Private Business, Inc (Jack Henry and Assoc.) March 1998 - January 2004
Private Business, Inc January 1997 - January 2003
Cardinal Health, Inc January 1995 - January 1997
First Union Corporation January 1992 - January 1995
Dominion Bank Corporation January 1988 - January 1992
Skills
Factoring, Sales Management, Working Capital..., Credit, Credit Analysis, Asset Based Lending, Loans, Accounts Receivable, Portfolio Management, B2B, Banking, Risk Management, Strategic Planning, Transportation, Lines Of Credit, Credit Risk, Commercial Finance, Salesforce.com, Small Business Lending, New Business Development, Finance, Commercial Banking, Commercial Lending, Marketing, Business Strategy, Account Management, Business Development, Business Planning, Strategic Partnerships
Education
University of Arkansas 1980 — 1985
BS, Marketing/Finance
University of Arkansas
B.S, Business Administration; Finance and Marketing
Perry Hayes Perry Hayes's First Union Corporation Experience September 1983 - June 1986
Job Flight Attendant
Industry Airlines/Aviation
Experience
US Airways April 1988 - Present
First Union National Bank September 1986 - March 1988
First Union Corporation September 1983 - June 1986
Skills
Commercial Aviation, Airlines, Aviation, Flight Planning, Airports, Flights, Civil Aviation, Flight Safety, Charter, Aircraft
Education
Appalachian State University 1977 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
John Carroll High School 1970 — 1974
High School Diploma, College Prep
US Airways April 1988 - Present
First Union National Bank September 1986 - March 1988
First Union Corporation September 1983 - June 1986
Skills
Commercial Aviation, Airlines, Aviation, Flight Planning, Airports, Flights, Civil Aviation, Flight Safety, Charter, Aircraft
Education
Appalachian State University 1977 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
John Carroll High School 1970 — 1974
High School Diploma, College Prep
Caroline Hawse, MBA, PHR Caroline Hawse, MBA, PHR's First Union Corporation Experience 1987 - 1999
Job Professional in Human Resources (PHR)
Industry Human Resources
Experience
The Inspiration Networks, Inc and INSP, LLC November 2003 - January 2015
Bank of America May 2003 - November 2003
Infovision 1998 - 2003
First Union Corporation 1987 - 1999
Skills
Organizational..., Employee Relations, Leadership Development, Talent Acquisition, Applicant Tracking..., Onboarding, Performance Management, Employee Engagement, Nonprofits, Team Building, Recruiting, Human Resources, Leadership, Customer Service, Management, Hiring, Payroll, Fundraising, Talent Management, Budgets, Employee Benefits, Succession Planning, Strategic Human..., Training, Change Management, Strategic Planning, Social Media, Employee Training, Team Management, Strategy, ADP Payroll, FMLA, Interviews
Education
Queens University of Charlotte 1986 — 1990
MBA, Business Administration and Management, General
University of North Carolina at Charlotte - Belk College of Business 1982 — 1985
BA Business Administration, Management
The Inspiration Networks, Inc and INSP, LLC November 2003 - January 2015
Bank of America May 2003 - November 2003
Infovision 1998 - 2003
First Union Corporation 1987 - 1999
Skills
Organizational..., Employee Relations, Leadership Development, Talent Acquisition, Applicant Tracking..., Onboarding, Performance Management, Employee Engagement, Nonprofits, Team Building, Recruiting, Human Resources, Leadership, Customer Service, Management, Hiring, Payroll, Fundraising, Talent Management, Budgets, Employee Benefits, Succession Planning, Strategic Human..., Training, Change Management, Strategic Planning, Social Media, Employee Training, Team Management, Strategy, ADP Payroll, FMLA, Interviews
Education
Queens University of Charlotte 1986 — 1990
MBA, Business Administration and Management, General
University of North Carolina at Charlotte - Belk College of Business 1982 — 1985
BA Business Administration, Management
Jerry Murnane Jerry Murnane's First Union Corporation Experience 1984 - 1997
Job Executive Vice President/Chief Compliance Officer at Bank Leumi USA
Industry Financial Services
Experience
Bank Leumi USA October 2009 - Present
KM Consulting March 2008 - October 2009
HSBC Investments (USA) Inc. 2005 - 2008
HSBC Securities (USA) Inc. 2003 - 2005
HSBC Bank USA, N.A. 1997 - 2003
First Union Corporation 1984 - 1997
Education
University of Scranton 1980 — 1984
Bachelor of Science (B.S.), Accounting
Seton Hall Preparatory School 1976 — 1980
Bank Leumi USA October 2009 - Present
KM Consulting March 2008 - October 2009
HSBC Investments (USA) Inc. 2005 - 2008
HSBC Securities (USA) Inc. 2003 - 2005
HSBC Bank USA, N.A. 1997 - 2003
First Union Corporation 1984 - 1997
Education
University of Scranton 1980 — 1984
Bachelor of Science (B.S.), Accounting
Seton Hall Preparatory School 1976 — 1980
Terry Finch's First Union Corporation Experience September 1981 - August 1990
Job Real Estate New Home Sales
Industry Real Estate
Experience
JWilliams Staffing May 2015 - Present
Scottsdale Area Chamber of Commerce April 2012 - January 2015
Blue Horizons Ltd. May 2010 - March 2012
Adrianse Group Limited January 2008 - May 2009
Artlink Design Associates Ltd. September 1990 - June 2007
First Union Corporation September 1981 - August 1990
Skills
Business Development, Negotiation, Leadership, Strategic Planning, Project Management, Contract Negotiation, New Business Development, Project Coordination, Account Management, Customer Satisfaction, Training, Proposal Writing, Program Management, Management, Marketing Strategy, Marketing Communications, Team Building, Corporate Communications, Customer Service, Sales, Marketing, Policy, Budgets, Networking
Education
Wake Forest University - Babcock Graduate School of Management 1983 — 1985
MBA
University of North Carolina at Chapel Hill 1973 — 1977
BA, Journalism, & RTVMP (Radio, TV & Motion Pictures)
JWilliams Staffing May 2015 - Present
Scottsdale Area Chamber of Commerce April 2012 - January 2015
Blue Horizons Ltd. May 2010 - March 2012
Adrianse Group Limited January 2008 - May 2009
Artlink Design Associates Ltd. September 1990 - June 2007
First Union Corporation September 1981 - August 1990
Skills
Business Development, Negotiation, Leadership, Strategic Planning, Project Management, Contract Negotiation, New Business Development, Project Coordination, Account Management, Customer Satisfaction, Training, Proposal Writing, Program Management, Management, Marketing Strategy, Marketing Communications, Team Building, Corporate Communications, Customer Service, Sales, Marketing, Policy, Budgets, Networking
Education
Wake Forest University - Babcock Graduate School of Management 1983 — 1985
MBA
University of North Carolina at Chapel Hill 1973 — 1977
BA, Journalism, & RTVMP (Radio, TV & Motion Pictures)
Charles E. Scarlett, Esq. Charles E. Scarlett, Esq.'s First Union Corporation Experience 2000 - 2002
Job Shareholder at Scarlett & Hirsch, P.A.
Industry Law Practice
Experience
Scarlett & Hirsch, P.A. April 2015 - Present
Scarlett & Hirsch, P.A. April 2015 - Present
Scarlett, Gucciardo & Hirsch, P.A. 2003 - April 2015
Charles E. Scarlett, P.A. 2002 - 2004
First Union Corporation 2000 - 2002
JWGenesis Financial Corp. 1990 - 2000
Atlas Pearlman & Trop, P.A. 1988 - 1990
Comptroller, State of Florida 1984 - 1988
Skills
Litigation, Arbitration, Fraud, Securities, Securities Regulation, Securities Litigation, Mediation, Trial Practice, Class Actions, Civil Litigation, Alternative Dispute..., Commercial Litigation, Corporate Governance, Courts, Investigation, Legal Assistance, Appeals, Business Litigation, Insurance, Dispute Resolution, Expert Witness
Education
Florida State University 1977 — 1982
JD/MBA
Miami University 1973 — 1977
BS/BA
Scarlett & Hirsch, P.A. April 2015 - Present
Scarlett & Hirsch, P.A. April 2015 - Present
Scarlett, Gucciardo & Hirsch, P.A. 2003 - April 2015
Charles E. Scarlett, P.A. 2002 - 2004
First Union Corporation 2000 - 2002
JWGenesis Financial Corp. 1990 - 2000
Atlas Pearlman & Trop, P.A. 1988 - 1990
Comptroller, State of Florida 1984 - 1988
Skills
Litigation, Arbitration, Fraud, Securities, Securities Regulation, Securities Litigation, Mediation, Trial Practice, Class Actions, Civil Litigation, Alternative Dispute..., Commercial Litigation, Corporate Governance, Courts, Investigation, Legal Assistance, Appeals, Business Litigation, Insurance, Dispute Resolution, Expert Witness
Education
Florida State University 1977 — 1982
JD/MBA
Miami University 1973 — 1977
BS/BA
Todd Rowley Todd Rowley's First Union Corporation Experience July 1997 - March 2000
Job Cardinal Bank, Commercial Market Executive
Industry Banking
Experience
Cardinal Bank January 2014 - Present
Capital One Bank, NA May 2010 - January 2014
Wells Fargo April 2001 - May 2010
First Union National Bank March 2000 - April 2001
First Union Corporation July 1997 - March 2000
First Union Corporation January 1997 - July 1997
Signet Bank - Commercial Division, Capital Region March 1989 - January 1997
Signet Bank - Springfield Branch March 1986 - March 1989
First Virginia Bank October 1980 - March 1986
Skills
Strategy, Mergers & Acquisitions, Banking, Executive Management, Leadership, Financial Analysis, Strategic Planning, Business Strategy, Portfolio Management, Start-ups, Business Development, Finance, Commercial Lending, Corporate Finance, Loans, Managerial Finance, Management, Team Building, Financial Services, Mergers, Credit, Commercial Banking, Sales Process, Securities, Private Equity, Relationship Management, Risk Management, Wealth Management, Equities, Acquisition Integration, Sales Management, Investments, Due Diligence, Small Business, Financial Modeling, CRM, New Business Development, Financial Risk, Insurance, Treasury Management, Asset Based Lending, Strategic Leadership, Integration, Small Business Lending, Change Management, Management Consulting, Cash Management, Capital Markets, Financial Management, Java Programming
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1991 — 1994
MBA, Degree conferred with Honors, Finance and Operations Research/Management Science
University of Delaware - Stonier Graduate School of Banking 1987 — 1989
Graduate Degree, Banking Finance, Degree conferred with Honors
Adrian College 1976 — 1980
BA, Business Administration and Speech Communications
Northern Virginia Community College
Associate's Degree, Information Systems Technology A.A.S.
Cardinal Bank January 2014 - Present
Capital One Bank, NA May 2010 - January 2014
Wells Fargo April 2001 - May 2010
First Union National Bank March 2000 - April 2001
First Union Corporation July 1997 - March 2000
First Union Corporation January 1997 - July 1997
Signet Bank - Commercial Division, Capital Region March 1989 - January 1997
Signet Bank - Springfield Branch March 1986 - March 1989
First Virginia Bank October 1980 - March 1986
Skills
Strategy, Mergers & Acquisitions, Banking, Executive Management, Leadership, Financial Analysis, Strategic Planning, Business Strategy, Portfolio Management, Start-ups, Business Development, Finance, Commercial Lending, Corporate Finance, Loans, Managerial Finance, Management, Team Building, Financial Services, Mergers, Credit, Commercial Banking, Sales Process, Securities, Private Equity, Relationship Management, Risk Management, Wealth Management, Equities, Acquisition Integration, Sales Management, Investments, Due Diligence, Small Business, Financial Modeling, CRM, New Business Development, Financial Risk, Insurance, Treasury Management, Asset Based Lending, Strategic Leadership, Integration, Small Business Lending, Change Management, Management Consulting, Cash Management, Capital Markets, Financial Management, Java Programming
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1991 — 1994
MBA, Degree conferred with Honors, Finance and Operations Research/Management Science
University of Delaware - Stonier Graduate School of Banking 1987 — 1989
Graduate Degree, Banking Finance, Degree conferred with Honors
Adrian College 1976 — 1980
BA, Business Administration and Speech Communications
Northern Virginia Community College
Associate's Degree, Information Systems Technology A.A.S.
Bedford Davie Bedford Davie's First Union Corporation Experience July 1996 - August 1999
Job IAR Cambridge Investment Research
Industry Investment Management
Experience
Centennial Bank 2012 - Present
Guardian Life Insurance Co August 2009 - February 2012
International Yacht Sales October 1999 - May 2005
First Union Corporation July 1996 - August 1999
Northwestern Mutual Life August 1992 - July 1996
Prudential Bache Securities September 1981 - February 1986
Skills
Financial product bank..., Insurance, Variable Annuities, Fixed Annuities, Relationship selling, Brokers, Mutual Funds, Series 6, Wealth, Series 7, Securities, Series 63, Retirement, Alternative Investments, Asset Management, Sales, Financial Planners, Estate Planning, Long-term Care, Relationship Marketing, Financial Advisory, Employee Benefits, Wealth Management, Investments, Disability Insurance, Retirement Planning, Series 65, Portfolio Management, IRAs, Management, Real Estate, 401k, Investment Management
Education
Vanderbilt University 1976 — 1980
Brooks School 1973 — 1976
Eaglebrook School 1970 — 1973
Pace University
Centennial Bank 2012 - Present
Guardian Life Insurance Co August 2009 - February 2012
International Yacht Sales October 1999 - May 2005
First Union Corporation July 1996 - August 1999
Northwestern Mutual Life August 1992 - July 1996
Prudential Bache Securities September 1981 - February 1986
Skills
Financial product bank..., Insurance, Variable Annuities, Fixed Annuities, Relationship selling, Brokers, Mutual Funds, Series 6, Wealth, Series 7, Securities, Series 63, Retirement, Alternative Investments, Asset Management, Sales, Financial Planners, Estate Planning, Long-term Care, Relationship Marketing, Financial Advisory, Employee Benefits, Wealth Management, Investments, Disability Insurance, Retirement Planning, Series 65, Portfolio Management, IRAs, Management, Real Estate, 401k, Investment Management
Education
Vanderbilt University 1976 — 1980
Brooks School 1973 — 1976
Eaglebrook School 1970 — 1973
Pace University
Coy Gillenwater's First Union Corporation Experience November 2000 - December 2004
Job Lead Systems Engineer at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo January 2009 - Present
Wachovia Bank November 2000 - December 2010
Wells Fargo Bank October 2008 - January 2009
Wachovia Corporation January 2005 - December 2008
First Union Corporation November 2000 - December 2004
Bank of America June 1999 - November 2000
Bank of America June 1999 - November 2000
Entergy August 1997 - June 1999
Entergy Corp August 1996 - June 1999
Circuit City August 1995 - August 1997
Skills
Systems Management, Solution Architecture, Solutions Engineering, Suse, Perl, AIX, HP-UX, Integration, VMware, WebSphere MQ, Cloud Computing, High Availability, ITIL, Unix, Enterprise Software, SDLC, Unix Shell Scripting, Disaster Recovery, Red Hat Linux, Infrastructure
Education
University of New Orleans 1989 — 1993
Computer Science
University of New Orleans 1989 — 1993
Computer Science, Computer Information Systems
Delgado Junior College
Wells Fargo January 2009 - Present
Wachovia Bank November 2000 - December 2010
Wells Fargo Bank October 2008 - January 2009
Wachovia Corporation January 2005 - December 2008
First Union Corporation November 2000 - December 2004
Bank of America June 1999 - November 2000
Bank of America June 1999 - November 2000
Entergy August 1997 - June 1999
Entergy Corp August 1996 - June 1999
Circuit City August 1995 - August 1997
Skills
Systems Management, Solution Architecture, Solutions Engineering, Suse, Perl, AIX, HP-UX, Integration, VMware, WebSphere MQ, Cloud Computing, High Availability, ITIL, Unix, Enterprise Software, SDLC, Unix Shell Scripting, Disaster Recovery, Red Hat Linux, Infrastructure
Education
University of New Orleans 1989 — 1993
Computer Science
University of New Orleans 1989 — 1993
Computer Science, Computer Information Systems
Delgado Junior College
Lisa Stern Lisa Stern's First Union Corporation Experience 1997 - 1999
Job Investment Banking and Financial Restructuring Professional
Industry Investment Banking
Experience
The DAK Group September 2010 - Present
Gradient Partners 2005 - 2008
Orix Corporation 2000 - 2003
First Union Corporation 1997 - 1999
Alex. Brown & Sons 1997 - 1997
MJ Whitman 1995 - 1997
Citicorp Securities 1990 - 1995
Skills
Investment Banking, M&A, Restructuring Advisory, Corporate Finance, Bankruptcy&Out-Of-Court, Recapitalizations, Refinancings, Middle Market, 363 Sales, Special Situation..., Restructuring, Mergers, Private Equity, Portfolio Management, Trading, Due Diligence, Hedge Funds, Valuation, Financial Structuring, Leveraged Finance, Mezzanine, Equities, High Yield, Mergers & Acquisitions, Capital Markets, Loans, Investments, Situation Analysis, Bonds, Securities, Alternative Investments, Investment Management, Fixed Income, Special Situations, Finance, Credit Analysis, Syndications
Education
Brooklyn Law School
JD, Law
Cornell University
AB, History
New York University - Leonard N. Stern School of Business
MBA, Finance
The DAK Group September 2010 - Present
Gradient Partners 2005 - 2008
Orix Corporation 2000 - 2003
First Union Corporation 1997 - 1999
Alex. Brown & Sons 1997 - 1997
MJ Whitman 1995 - 1997
Citicorp Securities 1990 - 1995
Skills
Investment Banking, M&A, Restructuring Advisory, Corporate Finance, Bankruptcy&Out-Of-Court, Recapitalizations, Refinancings, Middle Market, 363 Sales, Special Situation..., Restructuring, Mergers, Private Equity, Portfolio Management, Trading, Due Diligence, Hedge Funds, Valuation, Financial Structuring, Leveraged Finance, Mezzanine, Equities, High Yield, Mergers & Acquisitions, Capital Markets, Loans, Investments, Situation Analysis, Bonds, Securities, Alternative Investments, Investment Management, Fixed Income, Special Situations, Finance, Credit Analysis, Syndications
Education
Brooklyn Law School
JD, Law
Cornell University
AB, History
New York University - Leonard N. Stern School of Business
MBA, Finance
Ben Maffitt's First Union Corporation Experience June 1978 - December 2000
Job President at Riptide Enterprises
Industry Banking
Experience
Carolinas Golf Association/ USGA/NCAA/NCHSAA/PKBT 2011 - Present
Riptide Enterprises January 2000 - Present
Levine Museum 1999 - 2010
KinderMourn 2000 - 2006
First Union Corporation June 1978 - December 2000
First National Bank of Birmingham 1975 - 1977
Skills
Commercial Banking, Acquisition Integration, Banking, Risk Management, Treasury Management, Strategic Planning, Strategy, Management, New Business Development, Financial Services, Portfolio Management, Business Strategy, Capital Markets, Asset Based Lending, Commercial Lending, Executive Management, Underwriting, Business Process..., Leadership, Process Improvement
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1973 — 1975
M.B.A., Management, Finance
University of North Carolina at Chapel Hill 1966 — 1970
B.S. in Business, Finance
Myers Park High School 1963 — 1966
Carolinas Golf Association/ USGA/NCAA/NCHSAA/PKBT 2011 - Present
Riptide Enterprises January 2000 - Present
Levine Museum 1999 - 2010
KinderMourn 2000 - 2006
First Union Corporation June 1978 - December 2000
First National Bank of Birmingham 1975 - 1977
Skills
Commercial Banking, Acquisition Integration, Banking, Risk Management, Treasury Management, Strategic Planning, Strategy, Management, New Business Development, Financial Services, Portfolio Management, Business Strategy, Capital Markets, Asset Based Lending, Commercial Lending, Executive Management, Underwriting, Business Process..., Leadership, Process Improvement
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1973 — 1975
M.B.A., Management, Finance
University of North Carolina at Chapel Hill 1966 — 1970
B.S. in Business, Finance
Myers Park High School 1963 — 1966
John Jack Mitchell III John Jack Mitchell III's First Union Corporation Experience January 1987 - July 1989
Job Independent Financial Services Professional
Industry Financial Services
Experience
First Union National Bank of Florida January 1992 - June 1999
First Union Corporation January 1987 - July 1989
Northwestern Bank January 1983 - December 1985
Skills
Banking, Portfolio Management, Risk Management, Loans, Credit, Commercial Lending, Strategic Financial..., Mergers, Financial Risk, Credit Risk, Credit Analysis, Investments, Asset Management, Mergers & Acquisitions, Financial Services, Securities
Education
Harvard Business School 1986 — 1986
AMP 98, Business/Commerce, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1966 — 1968
MBA, Finance, General
North Carolina State University 1962 — 1966
BS, Electrical Engineering
First Union National Bank of Florida January 1992 - June 1999
First Union Corporation January 1987 - July 1989
Northwestern Bank January 1983 - December 1985
Skills
Banking, Portfolio Management, Risk Management, Loans, Credit, Commercial Lending, Strategic Financial..., Mergers, Financial Risk, Credit Risk, Credit Analysis, Investments, Asset Management, Mergers & Acquisitions, Financial Services, Securities
Education
Harvard Business School 1986 — 1986
AMP 98, Business/Commerce, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1966 — 1968
MBA, Finance, General
North Carolina State University 1962 — 1966
BS, Electrical Engineering
Dorothy Lineberger Dorothy Lineberger's First Union Corporation Experience 1984 - 1987
Job Vice President Corporate Communications at Premier, Inc
Industry Public Relations and Communications
Experience
Premier, Inc June 2015 - Present
Premier, Inc January 2015 - May 2015
Myers Park Presbyterian Church February 2008 - December 2014
Dot!Line Communications 2004 - 2008
Charlotte Christian School 2001 - 2004
Price McNabb 1998 - 2001
Lineberger Communications 1987 - 1997
First Union Corporation 1984 - 1987
Skills
Strategic Communications, Corporate Communications, Public Relations, Project Management, Marketing Communications, Strategic Planning, Concept Development, Creative Concept Design, Nonprofits, Writing, Editing, Volunteer Management, Event Planning, Community Outreach, Fundraising, Social Media, Event Management, Leadership Development, Team Leadership, Technical Writing, Speech Writing, Investor Relations
Education
Baylor University
Bachelor of Arts (BA), Journalism, specializing in advertising and public relations
Premier, Inc June 2015 - Present
Premier, Inc January 2015 - May 2015
Myers Park Presbyterian Church February 2008 - December 2014
Dot!Line Communications 2004 - 2008
Charlotte Christian School 2001 - 2004
Price McNabb 1998 - 2001
Lineberger Communications 1987 - 1997
First Union Corporation 1984 - 1987
Skills
Strategic Communications, Corporate Communications, Public Relations, Project Management, Marketing Communications, Strategic Planning, Concept Development, Creative Concept Design, Nonprofits, Writing, Editing, Volunteer Management, Event Planning, Community Outreach, Fundraising, Social Media, Event Management, Leadership Development, Team Leadership, Technical Writing, Speech Writing, Investor Relations
Education
Baylor University
Bachelor of Arts (BA), Journalism, specializing in advertising and public relations
James Garofalo James Garofalo's First Union Corporation Experience 1996 - 2000
Job Broker / REALTOR(r) at Keller Williams Realty, Inc.
Industry Real Estate
Experience
Keller Williams Realty, Inc. April 2015 - Present
Bank of America 2010 - April 2015
Bank of America 2008 - 2010
Bank of America 2006 - 2008
EY March 2006 - November 2006
Wachovia Bank July 2000 - March 2006
First Union Corporation 1996 - 2000
Columbia First Bank, FSB 1985 - 1995
Skills
Real Estate, Real Estate Transactions, Banking, Accounting, Finance, Financial Reporting, Risk Management, Financial Risk, Credit, Financial Services, Mergers & Acquisitions, Loans, Commercial Banking, Credit Risk, Business Analysis, Process Improvement, Internal Audit
Education
University of Maryland University College
Bachelor of Science (BS), Accounting and Business/Management
Archbishop Carroll High School
Keller Williams Realty, Inc. April 2015 - Present
Bank of America 2010 - April 2015
Bank of America 2008 - 2010
Bank of America 2006 - 2008
EY March 2006 - November 2006
Wachovia Bank July 2000 - March 2006
First Union Corporation 1996 - 2000
Columbia First Bank, FSB 1985 - 1995
Skills
Real Estate, Real Estate Transactions, Banking, Accounting, Finance, Financial Reporting, Risk Management, Financial Risk, Credit, Financial Services, Mergers & Acquisitions, Loans, Commercial Banking, Credit Risk, Business Analysis, Process Improvement, Internal Audit
Education
University of Maryland University College
Bachelor of Science (BS), Accounting and Business/Management
Archbishop Carroll High School
Linda Grant Linda Grant's First Union Corporation Experience January 1995 - June 1998
Job Project Manager at Bank of America
Industry Banking
Experience
Bank of America October 2012 - Present
Ally Financial Inc. November 2011 - October 2012
Bank of America June 2010 - November 2011
Bank of America March 2009 - June 2010
Bank of America April 2005 - March 2009
Bank of America January 2001 - April 2005
Interstate Johnson Lane / Wachovia Securities April 1999 - January 2001
First Union Corporation January 1995 - June 1998
First Union Corporation October 1993 - January 1995
Skills
Six Sigma Black Belt..., DFSS Green Belt, Project Management, Program Management, Process Improvement, Vendor Management, MS Project, Visio, Microsoft Excel, PowerPoint, Management
Education
The University of Georgia 1987 — 1991
Bachelor's of Business Administration, Finance
Queens University of Charlotte 1995 — 1999
Master of Business Administration (M.B.A.)
Institute for Integrative Nutrition 2013 — 2014
Bank of America October 2012 - Present
Ally Financial Inc. November 2011 - October 2012
Bank of America June 2010 - November 2011
Bank of America March 2009 - June 2010
Bank of America April 2005 - March 2009
Bank of America January 2001 - April 2005
Interstate Johnson Lane / Wachovia Securities April 1999 - January 2001
First Union Corporation January 1995 - June 1998
First Union Corporation October 1993 - January 1995
Skills
Six Sigma Black Belt..., DFSS Green Belt, Project Management, Program Management, Process Improvement, Vendor Management, MS Project, Visio, Microsoft Excel, PowerPoint, Management
Education
The University of Georgia 1987 — 1991
Bachelor's of Business Administration, Finance
Queens University of Charlotte 1995 — 1999
Master of Business Administration (M.B.A.)
Institute for Integrative Nutrition 2013 — 2014
Kathy Ridge Kathy Ridge's First Union Corporation Experience 1982 - 2003
Job Providing Interim executive management and consulting services for Non Profits, Education & Government organizations
Industry Nonprofit Organization Management
Experience
Levridge Resources December 2010 - Present
MeckEd, Mecklenburg Citizens for Public Education May 2008 - November 2010
Teach for America 2007 - 2007
Community School Of the Arts 2003 - 2007
Wachovia / First Union 1983 - 2003
First Union Corporation 1982 - 2003
Skills
Business, Business Strategy, Performance Management, Non-profits, Management Consulting, Executive Management, Strategic Planning, Small Business, Leadership, Start-ups, Grant Writing, Marketing Strategy, Board Development, Public Relations, Marketing, Strategy, Executive Coaching, Leadership Development, Change Management, Organizational..., Public Speaking, Nonprofits, Community Development, Fundraising, Training, Turnaround Experience, Philanthropy, Business assessment and..., Mergers, Management, Strategic Partnerships, Strategic Communications, Nonprofit Leadership, Entrepreneurship, Workshop Facilitation, Human Resources, Social Entrepreneurship, Volunteer Management, Grants, Non-profit..., Program Management, Non-profit Board..., Staff Development
Education
University of North Carolina at Greensboro 1971 — 1975
B.A., English
UNC Kenan-Flagler Business School 2003 — 2004
Wachovia Executive Leadership
Innovation Institute, McColl Center 2010 — 2010
Graduate
Institute of Political Leadership 2010 — 2010
Fellow
Levridge Resources December 2010 - Present
MeckEd, Mecklenburg Citizens for Public Education May 2008 - November 2010
Teach for America 2007 - 2007
Community School Of the Arts 2003 - 2007
Wachovia / First Union 1983 - 2003
First Union Corporation 1982 - 2003
Skills
Business, Business Strategy, Performance Management, Non-profits, Management Consulting, Executive Management, Strategic Planning, Small Business, Leadership, Start-ups, Grant Writing, Marketing Strategy, Board Development, Public Relations, Marketing, Strategy, Executive Coaching, Leadership Development, Change Management, Organizational..., Public Speaking, Nonprofits, Community Development, Fundraising, Training, Turnaround Experience, Philanthropy, Business assessment and..., Mergers, Management, Strategic Partnerships, Strategic Communications, Nonprofit Leadership, Entrepreneurship, Workshop Facilitation, Human Resources, Social Entrepreneurship, Volunteer Management, Grants, Non-profit..., Program Management, Non-profit Board..., Staff Development
Education
University of North Carolina at Greensboro 1971 — 1975
B.A., English
UNC Kenan-Flagler Business School 2003 — 2004
Wachovia Executive Leadership
Innovation Institute, McColl Center 2010 — 2010
Graduate
Institute of Political Leadership 2010 — 2010
Fellow
Chris Kallianos's First Union Corporation Experience August 1993 - August 1997
Job Partner at Warren & Kallianos, PLLC
Industry Law Practice
Experience
Warren & Kallianos September 1997 - Present
First Union Corporation August 1993 - August 1997
Parker Poe Adams & Bernstein LLP September 1987 - August 1993
Skills
Trial Advocacy, Client Service, Delivering Results, Trials, Automobile Accidents, Personal Injury, Medical Malpractice, Public Liability, Litigation, Commercial Litigation, Accident, Workers Compensation, Injury, Bad Faith, Liability, Spinal Cord Injury, Wrongful Death, Personal Injury..., Toxic Tort, Trial Practice, Product Liability
Education
University of North Carolina School of Law 1984 — 1987
J.D. w/ Honors, Law
University of North Carolina at Chapel Hill 1980 — 1984
B.A., Psychology
Warren & Kallianos September 1997 - Present
First Union Corporation August 1993 - August 1997
Parker Poe Adams & Bernstein LLP September 1987 - August 1993
Skills
Trial Advocacy, Client Service, Delivering Results, Trials, Automobile Accidents, Personal Injury, Medical Malpractice, Public Liability, Litigation, Commercial Litigation, Accident, Workers Compensation, Injury, Bad Faith, Liability, Spinal Cord Injury, Wrongful Death, Personal Injury..., Toxic Tort, Trial Practice, Product Liability
Education
University of North Carolina School of Law 1984 — 1987
J.D. w/ Honors, Law
University of North Carolina at Chapel Hill 1980 — 1984
B.A., Psychology
Debbie Greiner Debbie Greiner's First Union Corporation Experience February 1998 - January 2004
Job Senior Systems Architect, Customer Segments and eComm Architecture at Bank of America
Industry Financial Services
Experience
Bank of America June 2007 - Present
Bank of America April 2012 - April 2013
Bank of America June 2007 - July 2012
Wachovia Corporation February 2004 - February 2007
First Union Corporation February 1998 - January 2004
First Union Corporation June 1994 - January 1998
Duke Power Company May 1981 - June 1994
Skills
SDLC, Architecture, Six Sigma, Integration, Solution Architecture, Enterprise Architecture, SOA, Requirements Analysis, Software Project..., Analysis, Agile Methodologies, Web Services, IT Strategy, Application Architecture, Visio, DB2, Business Analysis, Data Warehousing, Data Modeling, Architectures, Business Intelligence, Unix, Websphere, Software Development, Requirements Gathering, ETL
Education
University of South Carolina-Columbia 1977 — 1981
BS, Computer Science
Bank of America June 2007 - Present
Bank of America April 2012 - April 2013
Bank of America June 2007 - July 2012
Wachovia Corporation February 2004 - February 2007
First Union Corporation February 1998 - January 2004
First Union Corporation June 1994 - January 1998
Duke Power Company May 1981 - June 1994
Skills
SDLC, Architecture, Six Sigma, Integration, Solution Architecture, Enterprise Architecture, SOA, Requirements Analysis, Software Project..., Analysis, Agile Methodologies, Web Services, IT Strategy, Application Architecture, Visio, DB2, Business Analysis, Data Warehousing, Data Modeling, Architectures, Business Intelligence, Unix, Websphere, Software Development, Requirements Gathering, ETL
Education
University of South Carolina-Columbia 1977 — 1981
BS, Computer Science
Darryl Mackey Darryl Mackey's First Union Corporation Experience January 1999 - November 1999
Job Professional Pilot
Industry Airlines/Aviation
Experience
Wachovia March 2004 - March 2009
Wachovia Corporation March 2004 - March 2009
Wachovia Corporation December 2001 - March 2003
US Airways November 1999 - December 2001
US Airways 1999 - 2001
First Union Corporation January 1999 - November 1999
Carolina Mills January 1996 - January 1999
Mountain Air Cargo April 1992 - January 1996
Skills
Leadership
Education
Clemson University 1984 — 1989
B.S., Financial Management
Wachovia March 2004 - March 2009
Wachovia Corporation March 2004 - March 2009
Wachovia Corporation December 2001 - March 2003
US Airways November 1999 - December 2001
US Airways 1999 - 2001
First Union Corporation January 1999 - November 1999
Carolina Mills January 1996 - January 1999
Mountain Air Cargo April 1992 - January 1996
Skills
Leadership
Education
Clemson University 1984 — 1989
B.S., Financial Management
Kenneth Allen Kenneth Allen's First Union Corporation Experience November 1993 - April 1995
Job Writer and editor
Industry Publishing
Experience
Integrated Media Publishing March 2012 - March 2015
The Allen Agency Communications, Inc. January 2000 - April 2012
Charlotte magazine 1995 - 2000
First Union Corporation November 1993 - April 1995
Associated Press, Charlotte Observer, Times Companies 1976 - 1992
Skills
Public Relations, Corporate Communications, Strategy, Magazines, Editing, Publications, Social Media, Newsletters, Change Management, Content Development, Advertising, Journalism, Press Releases, Social Media Marketing, Media Relations, Copy Editing, Marketing Communications, Copywriting, Editorial, Blogging, Web Content, Publishing, Publicity, Content Strategy
Education
University of North Carolina at Chapel Hill 1972 — 1976
Bachelor of Arts, Journalism
Univeristy of North Carolina - Chapel Hill
BA in Journalism, Journalism
Integrated Media Publishing March 2012 - March 2015
The Allen Agency Communications, Inc. January 2000 - April 2012
Charlotte magazine 1995 - 2000
First Union Corporation November 1993 - April 1995
Associated Press, Charlotte Observer, Times Companies 1976 - 1992
Skills
Public Relations, Corporate Communications, Strategy, Magazines, Editing, Publications, Social Media, Newsletters, Change Management, Content Development, Advertising, Journalism, Press Releases, Social Media Marketing, Media Relations, Copy Editing, Marketing Communications, Copywriting, Editorial, Blogging, Web Content, Publishing, Publicity, Content Strategy
Education
University of North Carolina at Chapel Hill 1972 — 1976
Bachelor of Arts, Journalism
Univeristy of North Carolina - Chapel Hill
BA in Journalism, Journalism
Kathy Younger Kathy Younger's First Union Corporation Experience September 1987 - August 1997
Job Principal Vice President at Burke & Herbert Bank
Industry Banking
Experience
Burke & Herbert Bank March 2014 - Present
Burke & Herbert Bank October 2003 - March 2014
Riggs Bank August 1999 - October 2003
Bank of America 1998 - 1999
First Union Corporation September 1987 - August 1997
Skills
Banking, Financial Risk, Budgets, Operating Budgets, Account Reconciliation, Derivatives, Managerial Finance, General Ledger, Accounts Payable, Financial Accounting, Strategic Planning, Regulatory Capital, Regulatory Submissions, Accounting, Retail Banking, Portfolio Management, Risk Management, Credit Analysis, Mortgage Banking, Cash Management, Financial Services, Mortgage Lending, Commercial Lending, Financial Modeling, Commercial Banking, Loans
Education
University of North Carolina at Chapel Hill 1978 — 1980
Master of Business Administration (MBA), Accounting and Finance
University of North Carolina at Chapel Hill 1969 — 1973
Bachelor of Arts (B.A.), Psychology
Burke & Herbert Bank March 2014 - Present
Burke & Herbert Bank October 2003 - March 2014
Riggs Bank August 1999 - October 2003
Bank of America 1998 - 1999
First Union Corporation September 1987 - August 1997
Skills
Banking, Financial Risk, Budgets, Operating Budgets, Account Reconciliation, Derivatives, Managerial Finance, General Ledger, Accounts Payable, Financial Accounting, Strategic Planning, Regulatory Capital, Regulatory Submissions, Accounting, Retail Banking, Portfolio Management, Risk Management, Credit Analysis, Mortgage Banking, Cash Management, Financial Services, Mortgage Lending, Commercial Lending, Financial Modeling, Commercial Banking, Loans
Education
University of North Carolina at Chapel Hill 1978 — 1980
Master of Business Administration (MBA), Accounting and Finance
University of North Carolina at Chapel Hill 1969 — 1973
Bachelor of Arts (B.A.), Psychology
Jeannine Sargent Jeannine Sargent's First Union Corporation Experience 1998 - 2000
Job President/CEO at Red Bow Fitness Studio
Industry Health, Wellness and Fitness
Experience
Red Bow Fitness Studio July 2014 - Present
City of Concord June 2004 - June 2014
Royal & SunAlliance 2000 - 2004
First Union Corporation 1998 - 2000
CSX - Sea-Land Service Inc. 1997 - 1998
Mecklenburg County Human Resources 1992 - 1997
Mecklenburg County Human Resources 1985 - 1992
Skills
Performance Management, Employee Relations, Human Resources, Deferred Compensation, Leadership, Employee Benefits, Policy, HRIS, Project Management, PeopleSoft, Training, Process Improvement, Organizational..., Risk Management, Management, Recruiting, Compensation Strategies, Benefits Management, Conference Facilitation, Human Resources..., Entrepreneurship, Social Media Marketing, Strategic Planning, Public Speaking, Team Building, Leadership Development, Customer Service, Strategy, Analysis, Coaching, Program Management, Sales
Education
Queens University of Charlotte
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern Mississippi
Bachelor of Science (BS), Personnel Management
Red Bow Fitness Studio July 2014 - Present
City of Concord June 2004 - June 2014
Royal & SunAlliance 2000 - 2004
First Union Corporation 1998 - 2000
CSX - Sea-Land Service Inc. 1997 - 1998
Mecklenburg County Human Resources 1992 - 1997
Mecklenburg County Human Resources 1985 - 1992
Skills
Performance Management, Employee Relations, Human Resources, Deferred Compensation, Leadership, Employee Benefits, Policy, HRIS, Project Management, PeopleSoft, Training, Process Improvement, Organizational..., Risk Management, Management, Recruiting, Compensation Strategies, Benefits Management, Conference Facilitation, Human Resources..., Entrepreneurship, Social Media Marketing, Strategic Planning, Public Speaking, Team Building, Leadership Development, Customer Service, Strategy, Analysis, Coaching, Program Management, Sales
Education
Queens University of Charlotte
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern Mississippi
Bachelor of Science (BS), Personnel Management
Thomas (Tom) Metz's First Union Corporation Experience 1989 - 1992
Job VP and Chief Operating Officer and Chief Financial Officer at Mann Center for the Performing Arts
Industry Management Consulting
Experience
Mann Center for the Performing Arts January 2009 - Present
Kean University July 2008 - Present
Metz CE Consulting LLC 2006 - Present
Wachovia 1997 - 2006
First Union 1995 - 1997
First Fidelity Bank 1992 - 1995
First Fidelity Bancorporation 1986 - 1993
First Union Corporation 1989 - 1992
First Fidelity Bank 1985 - 1989
Fidelcor, Inc 1980 - 1985
Skills
Strategic Planning, Fundraising, Public Speaking, Non-profits, Program Management, Event Planning, Leadership, Customer Service, Banking, Change Management, Budgets, Marketing, Social Media, Team Building, Research, Event Management, Process Improvement, Leadership Development, Microsoft Office, Coaching
Education
La Salle University - School of Business Administration 1978 — 1982
MBA and BS, MBA in Finance and Accounting, BS in Accounting
Mann Center for the Performing Arts January 2009 - Present
Kean University July 2008 - Present
Metz CE Consulting LLC 2006 - Present
Wachovia 1997 - 2006
First Union 1995 - 1997
First Fidelity Bank 1992 - 1995
First Fidelity Bancorporation 1986 - 1993
First Union Corporation 1989 - 1992
First Fidelity Bank 1985 - 1989
Fidelcor, Inc 1980 - 1985
Skills
Strategic Planning, Fundraising, Public Speaking, Non-profits, Program Management, Event Planning, Leadership, Customer Service, Banking, Change Management, Budgets, Marketing, Social Media, Team Building, Research, Event Management, Process Improvement, Leadership Development, Microsoft Office, Coaching
Education
La Salle University - School of Business Administration 1978 — 1982
MBA and BS, MBA in Finance and Accounting, BS in Accounting
Yami Pardino's First Union Corporation Experience June 2000 - June 2001
Job Senior Customer Service Manager at RMICRepublic Mortgage Insurance Co
Industry Banking
Experience
RMIC-Republic Mortgage Insurance Co October 2010 - Present
HOMEQ SERVICING CORP September 2005 - December 2009
HOMEQ SERVICING CORP (Wachovia) July 2003 - September 2005
HOMEQ SERVICING CORP (Wachovia) October 2001 - July 2003
FIRST UNION CORPORATION June 2000 - June 2001
FIRST UNION CORPORATION November 1998 - June 2000
FIRST UNION CORPORATION May 1996 - November 1998
Skills
Loan Servicing, Mortgage Servicing, Loss Mitigation, Mortgage Lending, Credit, Training, Management, Call Center, Loans, Call Centers, Risk Management, Data Analysis, Process Improvement, Leadership, Finance, Banking, Coaching, Portfolio Management, Customer Service, Credit Cards, Vendor Management, Analysis, Team Building, Financial Services, Mortgage Banking, Relationship Management
Education
Florida International University 1994 — 1998
Bachelor of Arts (B.A.), English
RMIC-Republic Mortgage Insurance Co October 2010 - Present
HOMEQ SERVICING CORP September 2005 - December 2009
HOMEQ SERVICING CORP (Wachovia) July 2003 - September 2005
HOMEQ SERVICING CORP (Wachovia) October 2001 - July 2003
FIRST UNION CORPORATION June 2000 - June 2001
FIRST UNION CORPORATION November 1998 - June 2000
FIRST UNION CORPORATION May 1996 - November 1998
Skills
Loan Servicing, Mortgage Servicing, Loss Mitigation, Mortgage Lending, Credit, Training, Management, Call Center, Loans, Call Centers, Risk Management, Data Analysis, Process Improvement, Leadership, Finance, Banking, Coaching, Portfolio Management, Customer Service, Credit Cards, Vendor Management, Analysis, Team Building, Financial Services, Mortgage Banking, Relationship Management
Education
Florida International University 1994 — 1998
Bachelor of Arts (B.A.), English
Charles N. Dungan, SHRM-SCP, SPHR Charles N. Dungan, SHRM-SCP, SPHR's First Union Corporation Experience February 2000 - March 2001
Job Organizational Effectiveness Specialist at Rutgers, The State University of New Jersey
Industry Management Consulting
Experience
Rutgers University September 2009 - Present
Siemens Medical Solutions USA November 2007 - September 2008
Siemens Medical Solutions USA May 2006 - November 2007
Siemens Medical Solutions USA August 2003 - May 2006
Siemens Medical Solutions USA February 2002 - August 2003
Darwin Partners, Inc. November 2001 - February 2002
(Self-Employed) March 2001 - November 2001
First Union Corporation February 2000 - March 2001
First Union Corporation May 1998 - April 1999
CoreStates Financial Corp. December 1995 - May 1998
Skills
Change Management, Quality Assurance, Human Resources, Career Development, Organizational..., Performance Management, Personnel Management, Healthcare, Strategic Planning, Process Improvement, Leadership, Project Management, Vendor Management, Healthcare Information..., Integration, Management, Strategy
Education
Muhlenberg College 1968 — 1972
BA
Penn State University
Rutgers University September 2009 - Present
Siemens Medical Solutions USA November 2007 - September 2008
Siemens Medical Solutions USA May 2006 - November 2007
Siemens Medical Solutions USA August 2003 - May 2006
Siemens Medical Solutions USA February 2002 - August 2003
Darwin Partners, Inc. November 2001 - February 2002
(Self-Employed) March 2001 - November 2001
First Union Corporation February 2000 - March 2001
First Union Corporation May 1998 - April 1999
CoreStates Financial Corp. December 1995 - May 1998
Skills
Change Management, Quality Assurance, Human Resources, Career Development, Organizational..., Performance Management, Personnel Management, Healthcare, Strategic Planning, Process Improvement, Leadership, Project Management, Vendor Management, Healthcare Information..., Integration, Management, Strategy
Education
Muhlenberg College 1968 — 1972
BA
Penn State University
Tom Maupin's First Union Corporation Experience 1999 - 2001
Job Partner at Vaco LLC
Industry Accounting
Experience
Vaco LLC September 2005 - Present
Spherion Corp. January 2003 - September 2005
First Charter Bank December 2001 - December 2002
First Union Corporation 1999 - 2001
Chase Mellon Shareholder Services 1992 - 1999
Skills
Process Improvement, Strategic Consulting, Mergers, Financial Modeling, Management, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Management Consulting, Finance, Consulting, Mergers & Acquisitions, Leadership, Business Strategy, Executive Management, Auditing, Strategy, Managerial Finance, Start-ups, Recruiting, Accounting, Project Management, Interviews, Internal Audit, Change Management, Internal Controls, Cost Accounting, Corporate Finance, Cross-functional Team..., Banking, Due Diligence, Business Process..., Strategic Planning, Business Networking, Business Development, Acquisition Integration, SEC filings, Business Planning, Analysis, ERP
Education
Rice University 1965 — 1969
B S, Commerce
Vaco LLC September 2005 - Present
Spherion Corp. January 2003 - September 2005
First Charter Bank December 2001 - December 2002
First Union Corporation 1999 - 2001
Chase Mellon Shareholder Services 1992 - 1999
Skills
Process Improvement, Strategic Consulting, Mergers, Financial Modeling, Management, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Management Consulting, Finance, Consulting, Mergers & Acquisitions, Leadership, Business Strategy, Executive Management, Auditing, Strategy, Managerial Finance, Start-ups, Recruiting, Accounting, Project Management, Interviews, Internal Audit, Change Management, Internal Controls, Cost Accounting, Corporate Finance, Cross-functional Team..., Banking, Due Diligence, Business Process..., Strategic Planning, Business Networking, Business Development, Acquisition Integration, SEC filings, Business Planning, Analysis, ERP
Education
Rice University 1965 — 1969
B S, Commerce
Christy Broughton's First Union Corporation Experience March 1999 - June 2000
Job Human Resources Program Manager at SAS
Industry Information Technology and Services
Experience
SAS Institute April 2015 - Present
SAS Institute August 2005 - April 2015
First Citizens Bank July 2000 - July 2005
First Union Corporation March 1999 - June 2000
First Union Corporation January 1993 - March 1999
Norrell Temporary Services, Inc October 1992 - January 1993
Norrell Temporary Services,Inc. May 1991 - October 1992
Skills
Employee Training, Employee Relations, New Hire Orientations, Performance Management, Human Resources, Recruiting, Program Management, Deferred Compensation, Onboarding, HRIS, Employee Benefits
Education
University of North Carolina at Wilmington
B.S, Business Administration; Human Resources Management
SAS Institute April 2015 - Present
SAS Institute August 2005 - April 2015
First Citizens Bank July 2000 - July 2005
First Union Corporation March 1999 - June 2000
First Union Corporation January 1993 - March 1999
Norrell Temporary Services, Inc October 1992 - January 1993
Norrell Temporary Services,Inc. May 1991 - October 1992
Skills
Employee Training, Employee Relations, New Hire Orientations, Performance Management, Human Resources, Recruiting, Program Management, Deferred Compensation, Onboarding, HRIS, Employee Benefits
Education
University of North Carolina at Wilmington
B.S, Business Administration; Human Resources Management
Cheryl Simmons's First Union Corporation Experience January 1985 - July 1996
Job Payroll Accounting Specialist at Merck
Industry Accounting
Experience
Merck January 2012 - Present
Wachovia, A Wells Fargo Company January 1985 - May 2010
Wachovia Corporation July 1996 - January 2005
First Union Corporation January 1985 - July 1996
Xerox Corp April 1980 - January 1985
Bank of Virginia June 1977 - April 1980
Skills
Compliance, General Ledger, Financial Reporting, Accounting, Payroll, Audit, SOX, Internal Audit, Internal Controls, Payroll Processing, Excel, Process Improvement, Banking, Financial Analysis, Problem Solving, Lotus Notes, PeopleSoft, Cash Flow, Microsoft Office, Auditing, Customer Relations, Word, Spreadsheets, Risk Management, Account Reconciliation, Analysis, Customer Service, Balance, Coaching, Mergers, Visio, Change Management, Managerial Finance, Employee Benefits
Education
Presbyterian Hospital School of Nursing 1997 — 1999
Diploma, Registered Nurse
Hampton University 1974 — 1977
B.S., Accounting
Fisk University 1972 — 1974
Mathematics
Merck January 2012 - Present
Wachovia, A Wells Fargo Company January 1985 - May 2010
Wachovia Corporation July 1996 - January 2005
First Union Corporation January 1985 - July 1996
Xerox Corp April 1980 - January 1985
Bank of Virginia June 1977 - April 1980
Skills
Compliance, General Ledger, Financial Reporting, Accounting, Payroll, Audit, SOX, Internal Audit, Internal Controls, Payroll Processing, Excel, Process Improvement, Banking, Financial Analysis, Problem Solving, Lotus Notes, PeopleSoft, Cash Flow, Microsoft Office, Auditing, Customer Relations, Word, Spreadsheets, Risk Management, Account Reconciliation, Analysis, Customer Service, Balance, Coaching, Mergers, Visio, Change Management, Managerial Finance, Employee Benefits
Education
Presbyterian Hospital School of Nursing 1997 — 1999
Diploma, Registered Nurse
Hampton University 1974 — 1977
B.S., Accounting
Fisk University 1972 — 1974
Mathematics
Lisa Castor Lisa Castor's First Union Corporation Experience 1993 - 1994
Job Teacher Assistant at Williamson County Schools
Industry Education Management
Experience
Williamson County Schools August 2006 - Present
Mor 1994 - 1995
First Union Corporation 1993 - 1994
Ryan Homes 1987 - 1989
Skills
Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Higher Education, Curriculum Development, Microsoft Word, Staff Development, Customer Service, Editing
Education
Meredith College 1991 — 1993
Bachelor's degree, Business Administration and Management, General
Williamson County Schools August 2006 - Present
Mor 1994 - 1995
First Union Corporation 1993 - 1994
Ryan Homes 1987 - 1989
Skills
Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Higher Education, Curriculum Development, Microsoft Word, Staff Development, Customer Service, Editing
Education
Meredith College 1991 — 1993
Bachelor's degree, Business Administration and Management, General
Jennifer E. Stoner's First Union Corporation Experience 1982 - 1989
Job Marketing and public relations
Industry Higher Education
Experience
Prairie State College June 2007 - Present
Professional Women's Network May 2010 - March 2015
Prairie State College June 2007 - January 2009
Joliet Junior College September 2005 - 2007
Tuscarawas County Board of MRDD 2003 - 2005
Stoner Communication 1996 - 2003
Muskingum Watershed Conservancy District (MWCD) 1997 - 1998
Candler Hospital 1992 - 1995
J.Stoner Marketing 1990 - 1992
First Union Corporation 1982 - 1989
Skills
Social Media, Advertising, Budgeting, Press Releases, Integrated Marketing, Public Relations, Community Relations, Writing, Editing, Administration, Higher Education, Community Development, Social Media Marketing, System Administration, Event Planning, Budgets, Graphic Design, Media Relations, Non-profits, Marketing, Public Speaking, Copy Editing, Volunteer Management, Publications, Training, Nonprofits, Internal Communications, Copywriting, Speech Writing, Marketing Communications, Brand Development, Newsletters, Leadership, Management, Community Outreach, Social Networking, Grant Writing, Facebook, Journalism, Event Management, Strategic Communications, Crisis Communications, Publicity, Creative Writing, Proofreading, Newspapers, News Writing, Corporate Communications, Research, Program Development
Education
Governors State University
M.A., Communications and Training, 4.0
Miami University
BA, BS, Speech Communications, Mass Communications
Prairie State College June 2007 - Present
Professional Women's Network May 2010 - March 2015
Prairie State College June 2007 - January 2009
Joliet Junior College September 2005 - 2007
Tuscarawas County Board of MRDD 2003 - 2005
Stoner Communication 1996 - 2003
Muskingum Watershed Conservancy District (MWCD) 1997 - 1998
Candler Hospital 1992 - 1995
J.Stoner Marketing 1990 - 1992
First Union Corporation 1982 - 1989
Skills
Social Media, Advertising, Budgeting, Press Releases, Integrated Marketing, Public Relations, Community Relations, Writing, Editing, Administration, Higher Education, Community Development, Social Media Marketing, System Administration, Event Planning, Budgets, Graphic Design, Media Relations, Non-profits, Marketing, Public Speaking, Copy Editing, Volunteer Management, Publications, Training, Nonprofits, Internal Communications, Copywriting, Speech Writing, Marketing Communications, Brand Development, Newsletters, Leadership, Management, Community Outreach, Social Networking, Grant Writing, Facebook, Journalism, Event Management, Strategic Communications, Crisis Communications, Publicity, Creative Writing, Proofreading, Newspapers, News Writing, Corporate Communications, Research, Program Development
Education
Governors State University
M.A., Communications and Training, 4.0
Miami University
BA, BS, Speech Communications, Mass Communications
James Cornelius James Cornelius's First Union Corporation Experience 1993 - 2001
Job President, Institutional Banking & Investor Services at UMB Bank
Industry Financial Services
Experience
UMB Bank May 2012 - Present
Capital Advisors Group 2009 - 2011
Evergreen Investments 2001 - 2009
First Union Corporation 1993 - 2001
First Union Corporation 1990 - 1993
Skills
Fixed Income, Investments, Asset Managment, Mutual Funds, Capital Markets, Securities, Series 7, Risk Management, Banking, Cash Management, Investment Management, Series 63, Bloomberg, Treasury Management, Alternative Investments, Asset Management, Corporate Finance, Finance, Investment Strategies, Relationship Management, Sales Management
Education
University of Richmond 1986 — 1990
Bachelor of Science, Finance
UMB Bank May 2012 - Present
Capital Advisors Group 2009 - 2011
Evergreen Investments 2001 - 2009
First Union Corporation 1993 - 2001
First Union Corporation 1990 - 1993
Skills
Fixed Income, Investments, Asset Managment, Mutual Funds, Capital Markets, Securities, Series 7, Risk Management, Banking, Cash Management, Investment Management, Series 63, Bloomberg, Treasury Management, Alternative Investments, Asset Management, Corporate Finance, Finance, Investment Strategies, Relationship Management, Sales Management
Education
University of Richmond 1986 — 1990
Bachelor of Science, Finance
Tina Hicks Tina Hicks's First Union Corporation Experience March 2001 - January 2003
Job Sales Representative/Blogger
Industry Public Relations and Communications
Experience
Charlotte Smarty Pants November 2011 - Present
Salon 42 January 2010 - April 2013
Wachovia Corporation January 2002 - January 2003
First Union Corporation March 2001 - January 2003
Skills
Social Media, Social Media Marketing, Advertising, Fundraising, Facebook, Event Management, Marketing, Nonprofits, Leadership, Press Releases, Training, Sales, Sponsorship, Direct Marketing, Community Development, Budgets, Blogging, Event Planning, Small Business, Interviews, Social Networking, Public Relations
Education
East Carolina University 1990 — 1992
Fine/Studio Arts, General
University of North Carolina at
BA, Child and Family Development
Charlotte Smarty Pants November 2011 - Present
Salon 42 January 2010 - April 2013
Wachovia Corporation January 2002 - January 2003
First Union Corporation March 2001 - January 2003
Skills
Social Media, Social Media Marketing, Advertising, Fundraising, Facebook, Event Management, Marketing, Nonprofits, Leadership, Press Releases, Training, Sales, Sponsorship, Direct Marketing, Community Development, Budgets, Blogging, Event Planning, Small Business, Interviews, Social Networking, Public Relations
Education
East Carolina University 1990 — 1992
Fine/Studio Arts, General
University of North Carolina at
BA, Child and Family Development
Angie Williams Snow Angie Williams Snow's First Union Corporation Experience June 1987 - April 1998
Job Experienced Banking Professional
Industry Financial Services
Experience
Thirty-One Gifts October 2011 - December 2012
Self Employed July 2011 - October 2011
Georgia Corporate Federal Credit Union October 2009 - May 2011
Georgia Central Credit Union April 2002 - September 2009
Southeast Mortgage April 1998 - April 2001
First Union Corporation June 1987 - April 1998
Skills
Banking, Strategy, Financial Analysis, Loans, Project Management, Human Resources, Management, Market Research, Investments, Operations Management, Compliance, Internal Audit, Governance, Mortgage Origination..., Executive Management, Financial Services, Finance, Leadership, Strategic Planning, Risk Management, Process Improvement, Customer Service, Credit
Education
Georgia State University 1989 — 1994
Business Administration, Management / Human Resources
Morrow Senior HIgh School 1985 — 1987
Thirty-One Gifts October 2011 - December 2012
Self Employed July 2011 - October 2011
Georgia Corporate Federal Credit Union October 2009 - May 2011
Georgia Central Credit Union April 2002 - September 2009
Southeast Mortgage April 1998 - April 2001
First Union Corporation June 1987 - April 1998
Skills
Banking, Strategy, Financial Analysis, Loans, Project Management, Human Resources, Management, Market Research, Investments, Operations Management, Compliance, Internal Audit, Governance, Mortgage Origination..., Executive Management, Financial Services, Finance, Leadership, Strategic Planning, Risk Management, Process Improvement, Customer Service, Credit
Education
Georgia State University 1989 — 1994
Business Administration, Management / Human Resources
Morrow Senior HIgh School 1985 — 1987
Tony Wright, MBA Tony Wright, MBA's First Union Corporation Experience August 1994 - May 1997
Job VP, Release Management & Support Services Manager at Bank of America
Industry Financial Services
Experience
Bank of America June 2014 - Present
Bank of America November 2012 - Present
Bank of America August 2009 - Present
Ajilon Consultants January 2009 - August 2009
Signature Consultants March 2008 - October 2008
THE VANGUARD GROUP September 2000 - March 2008
DUKE ENERGY August 1998 - September 2000
BANK OF AMERICA May 1997 - July 1998
FIRST UNION CORPORATION August 1994 - May 1997
First Data Corporation June 1993 - July 1994
Skills
Risk Management, Quality Assurance, Process Improvement, Vendor Management, Software Documentation, Agile Methodologies, Integration, Leadership, Program Management, CRM, ITIL, SharePoint, MS Project, Testing, PMO, Project Management, Software Development, Unix, Analysis, Management
Education
University of Phoenix MBA Program 2005 — 2007
Master of Business Administration (MBA), Information Technology Project Management
South Carolina State University
BS, Computer Science
Bank of America June 2014 - Present
Bank of America November 2012 - Present
Bank of America August 2009 - Present
Ajilon Consultants January 2009 - August 2009
Signature Consultants March 2008 - October 2008
THE VANGUARD GROUP September 2000 - March 2008
DUKE ENERGY August 1998 - September 2000
BANK OF AMERICA May 1997 - July 1998
FIRST UNION CORPORATION August 1994 - May 1997
First Data Corporation June 1993 - July 1994
Skills
Risk Management, Quality Assurance, Process Improvement, Vendor Management, Software Documentation, Agile Methodologies, Integration, Leadership, Program Management, CRM, ITIL, SharePoint, MS Project, Testing, PMO, Project Management, Software Development, Unix, Analysis, Management
Education
University of Phoenix MBA Program 2005 — 2007
Master of Business Administration (MBA), Information Technology Project Management
South Carolina State University
BS, Computer Science
Rhea D Thornton's First Union Corporation Experience 1996 - 2000
Job Credit Risk Management Professional
Industry Financial Services
Experience
Fannie Mae 2011 - 2014
Fannie Mae 2006 - 2011
Wachovia 2002 - 2004
Wachovia 2000 - 2002
First Union Corporation 1996 - 2000
First Union Corporation 1994 - 1996
First Union Corporation 1992 - 1994
First Union Corporation 1990 - 1992
Skills
Portfolio Management, Capital Markets, Valuation, Credit Risk, Risk Management, Financial Risk, Commercial Real Estate, Fixed Income, Loans, Mortgage Lending, Credit, Commercial Lending, Credit Analysis, Commercial Banking, Asset Management, Banking, Financial Analysis
Education
Indiana University Bloomington
Fannie Mae 2011 - 2014
Fannie Mae 2006 - 2011
Wachovia 2002 - 2004
Wachovia 2000 - 2002
First Union Corporation 1996 - 2000
First Union Corporation 1994 - 1996
First Union Corporation 1992 - 1994
First Union Corporation 1990 - 1992
Skills
Portfolio Management, Capital Markets, Valuation, Credit Risk, Risk Management, Financial Risk, Commercial Real Estate, Fixed Income, Loans, Mortgage Lending, Credit, Commercial Lending, Credit Analysis, Commercial Banking, Asset Management, Banking, Financial Analysis
Education
Indiana University Bloomington
Alfred Hamilton's First Union Corporation Experience May 1997 - June 2001
Job Senior Vice President, Business Development at Bank of America
Industry Banking
Experience
Bank of America January 2011 - Present
Bank of America November 2009 - January 2011
Bank of America March 2008 - October 2009
Bank of America May 2006 - February 2008
Bank of America January 2003 - May 2006
Bank of America July 2001 - December 2002
First Union Corporation May 1997 - June 2001
Charlotte Hornets December 1994 - April 1997
Skills
Merchant funded rewards, Business Development, Corporate client..., Credit card portfolio..., Marketing, E-commerce, Credit Cards, Strategy, Executive Management, Leadership, Management, Program Management, Strategic Planning, Banking
Education
University of North Carolina at Chapel Hill 1990 — 1994
Journalism and Mass Communication, Advertising
Bank of America January 2011 - Present
Bank of America November 2009 - January 2011
Bank of America March 2008 - October 2009
Bank of America May 2006 - February 2008
Bank of America January 2003 - May 2006
Bank of America July 2001 - December 2002
First Union Corporation May 1997 - June 2001
Charlotte Hornets December 1994 - April 1997
Skills
Merchant funded rewards, Business Development, Corporate client..., Credit card portfolio..., Marketing, E-commerce, Credit Cards, Strategy, Executive Management, Leadership, Management, Program Management, Strategic Planning, Banking
Education
University of North Carolina at Chapel Hill 1990 — 1994
Journalism and Mass Communication, Advertising
John Race's First Union Corporation Experience July 1999 - May 2000
Job Portfolio Management
Industry Banking
Experience
Bank of America August 2011 - Present
Bank of America April 2010 - August 2011
Bank of America August 2007 - June 2010
Bank of America August 2005 - August 2007
Bank of America December 2004 - August 2005
Bank of America August 2002 - November 2004
Bank of America May 2000 - February 2001
First Union Corporation July 1999 - May 2000
First Union Corporation March 1996 - July 1999
Skills
Business Process..., Management, Six Sigma, Process Improvement, Credit Risk, Banking, Business Analysis, Portfolio Management, Financial Risk, Forecasting, Financial Services, Product Development, Mortgage Lending, Strategy, Risk Management, Retail Banking, Credit, Investments, Business Strategy, Operational Risk...
Education
State University of New York College at Cortland 1991 — 1993
BA, Economics
Bank of America August 2011 - Present
Bank of America April 2010 - August 2011
Bank of America August 2007 - June 2010
Bank of America August 2005 - August 2007
Bank of America December 2004 - August 2005
Bank of America August 2002 - November 2004
Bank of America May 2000 - February 2001
First Union Corporation July 1999 - May 2000
First Union Corporation March 1996 - July 1999
Skills
Business Process..., Management, Six Sigma, Process Improvement, Credit Risk, Banking, Business Analysis, Portfolio Management, Financial Risk, Forecasting, Financial Services, Product Development, Mortgage Lending, Strategy, Risk Management, Retail Banking, Credit, Investments, Business Strategy, Operational Risk...
Education
State University of New York College at Cortland 1991 — 1993
BA, Economics
Frank R. Wrenn III's First Union Corporation Experience January 1979 - January 2001
Job President Crescent Capital Partners, Managing Director at ARC Technology,LLC
Industry Investment Banking
Experience
Crescent Capital Partners May 2005 - Present
Crescent Capital Partners January 2005 - Present
ARC Technology,LLC June 2001 - Present
SunTrust Bank October 2003 - April 2005
SunTrust Bank October 2003 - April 2005
Crescent Capital Partners January 2001 - January 2003
First Union Securities January 1993 - January 2001
FIRST UNION CORPORATION January 1979 - January 2001
First Union Securities June 1979 - February 2000
First Union National Bank January 1991 - January 1993
Skills
Banking, Venture Capital, Securities, Private Placements, Private Equity, Due Diligence, Investment Banking, Debt, Restructuring, Structuring, Mergers, Business Strategy, Financial Analysis, Investments, Corporate Finance, Capital Markets, Credit, Equities, Financial Structuring, Finance, Mergers & Acquisitions, Executive Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1986
Executive Program, Business-Finance
Rutgers University-New Brunswick 1981 — 1984
ABA Graduate School of Banking
Southern Methodist University 1972 — 1974
Southern Methodist University
Bachelor of Arts, English Language and Literature, General
Stonier Graduate School of Banking
ABA Graduate School, Commercial Lending
University of North Carolina School of BusinessFrank R. Wrenn III
Crescent Capital Partners May 2005 - Present
Crescent Capital Partners January 2005 - Present
ARC Technology,LLC June 2001 - Present
SunTrust Bank October 2003 - April 2005
SunTrust Bank October 2003 - April 2005
Crescent Capital Partners January 2001 - January 2003
First Union Securities January 1993 - January 2001
FIRST UNION CORPORATION January 1979 - January 2001
First Union Securities June 1979 - February 2000
First Union National Bank January 1991 - January 1993
Skills
Banking, Venture Capital, Securities, Private Placements, Private Equity, Due Diligence, Investment Banking, Debt, Restructuring, Structuring, Mergers, Business Strategy, Financial Analysis, Investments, Corporate Finance, Capital Markets, Credit, Equities, Financial Structuring, Finance, Mergers & Acquisitions, Executive Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1986
Executive Program, Business-Finance
Rutgers University-New Brunswick 1981 — 1984
ABA Graduate School of Banking
Southern Methodist University 1972 — 1974
Southern Methodist University
Bachelor of Arts, English Language and Literature, General
Stonier Graduate School of Banking
ABA Graduate School, Commercial Lending
University of North Carolina School of BusinessFrank R. Wrenn III
Tamika Eubanks's First Union Corporation Experience June 1998 - December 2000
Job SVP, NMO National Program Management at Bank of America
Industry Banking
Experience
Bank of America February 2011 - Present
Eubanks and Associates July 2009 - February 2011
T. Eubanks and Associates July 2009 - January 2011
Bank of America August 2008 - March 2009
Bank of America Supply Chain Management Group February 2006 - August 2008
The Conference Board Council on Supplier Diversity 2006 - 2008
Bank of America Supply Chain Management Group December 2004 - February 2006
Bank of America February 2002 - September 2004
Bank of America Asset Management Group November 2002 - December 2003
First Union Corporation June 1998 - December 2000
Skills
Marketing, Marketing Strategy, Event Management, Event Planning, Corporate Communications, Mortgage Lending
Education
University of North Carolina at 1994 — 1998
Bachelor of Arts, Communication Studies; Public Relations
University of North Carolina at Charlotte 1994 — 1998
Bacelors Communication Studies, Public Relations
Bank of America February 2011 - Present
Eubanks and Associates July 2009 - February 2011
T. Eubanks and Associates July 2009 - January 2011
Bank of America August 2008 - March 2009
Bank of America Supply Chain Management Group February 2006 - August 2008
The Conference Board Council on Supplier Diversity 2006 - 2008
Bank of America Supply Chain Management Group December 2004 - February 2006
Bank of America February 2002 - September 2004
Bank of America Asset Management Group November 2002 - December 2003
First Union Corporation June 1998 - December 2000
Skills
Marketing, Marketing Strategy, Event Management, Event Planning, Corporate Communications, Mortgage Lending
Education
University of North Carolina at 1994 — 1998
Bachelor of Arts, Communication Studies; Public Relations
University of North Carolina at Charlotte 1994 — 1998
Bacelors Communication Studies, Public Relations
Kevin Cappotto's First Union Corporation Experience December 1992 - July 1994
Job DirectorFinance at Black Knight Financial Services
Industry Information Technology and Services
Experience
Black Knight Financial Services August 1994 - Present
First Union Corporation December 1992 - July 1994
First Florida Banks, Inc. June 1991 - December 1992
Skills
Financial Reporting, Financial Analysis, Forecasting, Budgeting, Accounting, Mergers, Due Diligence, Financial Modeling, Cost Accounting, Budgets, Strategic Planning, Management, Sarbanes-Oxley Act, General Ledger, Process Improvement, Internal Controls, Financial Accounting, Business Process..., Variance Analysis, SEC R, Hyperion, Forecast, Mergers & Acquisitions, GAAP, Accounts Receivable, Hyperion Enterprise, SEC filings, Corporate Finance, Business Intelligence, Cash Flow, Finance, Internal Audit, Financial Audits, Account Reconciliation, Banking, Payroll, Managerial Finance, Auditing, Business Analysis, ERP, Strategic Financial...
Education
Le Moyne College 1980 — 1984
BS, Accounting
Black Knight Financial Services August 1994 - Present
First Union Corporation December 1992 - July 1994
First Florida Banks, Inc. June 1991 - December 1992
Skills
Financial Reporting, Financial Analysis, Forecasting, Budgeting, Accounting, Mergers, Due Diligence, Financial Modeling, Cost Accounting, Budgets, Strategic Planning, Management, Sarbanes-Oxley Act, General Ledger, Process Improvement, Internal Controls, Financial Accounting, Business Process..., Variance Analysis, SEC R, Hyperion, Forecast, Mergers & Acquisitions, GAAP, Accounts Receivable, Hyperion Enterprise, SEC filings, Corporate Finance, Business Intelligence, Cash Flow, Finance, Internal Audit, Financial Audits, Account Reconciliation, Banking, Payroll, Managerial Finance, Auditing, Business Analysis, ERP, Strategic Financial...
Education
Le Moyne College 1980 — 1984
BS, Accounting
Joseph Monk's First Union Corporation Experience July 1997 - March 1999
Job Senior Banking Technology Consultant
Industry Information Technology and Services
Experience
Banking Technology Consultant April 2013 - Present
TD Bank Group August 2009 - March 2013
Wachovia Corporation 2001 - March 2008
First Union 1999 - 2001
First Union Corporation July 1997 - March 1999
Skills
Banking, Mortgage Lending, Business Process..., Project Management, Retail Banking, Strategy, Loans, Credit, Management, Strategic Planning, Business Analysis, Credit Cards, Financial Services, Risk Management, Process Improvement, Loan Origination, Portfolio Management
Education
Fairleigh Dickinson University
B. S., Business Managment
Banking Technology Consultant April 2013 - Present
TD Bank Group August 2009 - March 2013
Wachovia Corporation 2001 - March 2008
First Union 1999 - 2001
First Union Corporation July 1997 - March 1999
Skills
Banking, Mortgage Lending, Business Process..., Project Management, Retail Banking, Strategy, Loans, Credit, Management, Strategic Planning, Business Analysis, Credit Cards, Financial Services, Risk Management, Process Improvement, Loan Origination, Portfolio Management
Education
Fairleigh Dickinson University
B. S., Business Managment
Charles Elander's First Union Corporation Experience 1998 - 2001
Job IRB Coordinator at Shepherd Center
Industry Nonprofit Organization Management
Experience
Shepherd Center April 2008 - Present
Little Ben LLC 2004 - 2005
First Union Corporation 1998 - 2001
Skills
Excel, Word, Microsoft Office, Financial Analysis, PowerPoint, 401k, IRB, IRB Management, Microsoft Excel, CITI Certification, PRIMR IRB 101, Customer Service, Newsletters, Microsoft Word, Strategy, Strategic Planning, Sales, Retail, Public Speaking, Research, Program Management, Process Improvement, Nonprofits, Leadership, Hospitals, Healthcare, Fundraising, Data Analysis, Budgets, Administration, Analysis
Education
Emory University - Goizueta Business School 2002 — 2004
MBA, Finance
University of Illinois at Urbana-Champaign 1986 — 1991
BS, Business Administration
PHS 1982 — 1986
HS Diploma
Shepherd Center April 2008 - Present
Little Ben LLC 2004 - 2005
First Union Corporation 1998 - 2001
Skills
Excel, Word, Microsoft Office, Financial Analysis, PowerPoint, 401k, IRB, IRB Management, Microsoft Excel, CITI Certification, PRIMR IRB 101, Customer Service, Newsletters, Microsoft Word, Strategy, Strategic Planning, Sales, Retail, Public Speaking, Research, Program Management, Process Improvement, Nonprofits, Leadership, Hospitals, Healthcare, Fundraising, Data Analysis, Budgets, Administration, Analysis
Education
Emory University - Goizueta Business School 2002 — 2004
MBA, Finance
University of Illinois at Urbana-Champaign 1986 — 1991
BS, Business Administration
PHS 1982 — 1986
HS Diploma
Kimberly Cope McCrary's First Union Corporation Experience February 2001 - January 2002
Job Business Initiatives Consultant
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Wells Fargo August 2013 - June 2015
Wells Fargo February 2012 - July 2013
Wells Fargo September 2007 - January 2012
Wachovia Corporation January 2004 - September 2007
Wachovia Corporation January 2002 - December 2003
First Union Corporation February 2001 - January 2002
First Union Corporation August 1999 - February 2001
Standard Register Company January 1998 - August 1999
Emmanuel College (Franklin Springs) September 1997 - May 1998
Education
Georgia Southern University 1994 — 1996
Master, Business Administration
Albany State University 1990 — 1994
Bachelor of Science, Management - Human Resources
Wells Fargo June 2015 - Present
Wells Fargo August 2013 - June 2015
Wells Fargo February 2012 - July 2013
Wells Fargo September 2007 - January 2012
Wachovia Corporation January 2004 - September 2007
Wachovia Corporation January 2002 - December 2003
First Union Corporation February 2001 - January 2002
First Union Corporation August 1999 - February 2001
Standard Register Company January 1998 - August 1999
Emmanuel College (Franklin Springs) September 1997 - May 1998
Education
Georgia Southern University 1994 — 1996
Master, Business Administration
Albany State University 1990 — 1994
Bachelor of Science, Management - Human Resources
Naida Sergel, CPA's First Union Corporation Experience August 1997 - October 1998
Job Finance Director at Town of Mint Hill
Industry Government Administration
Experience
Town of Mint Hill July 2003 - Present
Monaghan Group, PLLC November 2000 - July 2003
First Union Mortgage Corporation January 1999 - November 1999
First Union Corporation August 1997 - October 1998
Cadmus Direct Marketing May 1996 - August 1997
Deloitte September 1992 - May 1996
Skills
Analysis, Financial Reporting, Treasury Management, Portfolio Management, Accounting, Finance
Education
University of North Carolina at Charlotte - Belk College of Business
Bachelor of Science, Business
Town of Mint Hill July 2003 - Present
Monaghan Group, PLLC November 2000 - July 2003
First Union Mortgage Corporation January 1999 - November 1999
First Union Corporation August 1997 - October 1998
Cadmus Direct Marketing May 1996 - August 1997
Deloitte September 1992 - May 1996
Skills
Analysis, Financial Reporting, Treasury Management, Portfolio Management, Accounting, Finance
Education
University of North Carolina at Charlotte - Belk College of Business
Bachelor of Science, Business
Carlton Dennis, PMP's First Union Corporation Experience March 1987 - April 1996
Job Carlton Dennis Program Manager
Industry Information Services
Experience
Altegra Health October 2014 - Present
Independence Blue Cross April 2012 - October 2014
Independence Blue Cross January 2004 - March 2012
Independence Blue Cross February 1999 - December 2003
Ajilon Consulting June 1997 - December 2003
First Union Corporation March 1987 - April 1996
Skills
Process Improvement, Requirements Analysis, Resource Management, SDLC, Business Analysis, Vendor Management, Management, IT Strategy, Visio, Cross-functional Team..., Banking, Training, Team Management, Business Requirements, PMP, Access, Business Intelligence, Business Process, Project Portfolio..., SharePoint, Business Process..., Software Documentation, MS Project, Requirements Gathering, Project Delivery, PMO, Software Project..., Integration, Program Management, Project Management, Software Development, Quality Assurance, User Acceptance Testing
Education
Alcorn State University
B.S., Business Adminstration and Accounting
Altegra Health October 2014 - Present
Independence Blue Cross April 2012 - October 2014
Independence Blue Cross January 2004 - March 2012
Independence Blue Cross February 1999 - December 2003
Ajilon Consulting June 1997 - December 2003
First Union Corporation March 1987 - April 1996
Skills
Process Improvement, Requirements Analysis, Resource Management, SDLC, Business Analysis, Vendor Management, Management, IT Strategy, Visio, Cross-functional Team..., Banking, Training, Team Management, Business Requirements, PMP, Access, Business Intelligence, Business Process, Project Portfolio..., SharePoint, Business Process..., Software Documentation, MS Project, Requirements Gathering, Project Delivery, PMO, Software Project..., Integration, Program Management, Project Management, Software Development, Quality Assurance, User Acceptance Testing
Education
Alcorn State University
B.S., Business Adminstration and Accounting
Richard Perkey's First Union Corporation Experience June 1980 - August 1991
Job Managing Director at Russell Reynolds Associates
Industry Management Consulting
Experience
Russell Reynolds Associates June 2002 - Present
Spencer Stuart 1998 - 2002
Korn Ferry International 1991 - 1998
First Union Corporation June 1980 - August 1991
First Union 1980 - 1991
Skills
Business Strategy, Mergers, Mergers & Acquisitions, Management, Private Equity, Venture Capital, Executive Management, Management Consulting, Executive Search, Investment Banking, Start-ups, Strategy, Corporate Development, Banking, Financial Services, Financial Recruiting, Talent Acquisition, Leadership
Education
Davidson College 1976 — 1980
BA, Economics
Russell Reynolds Associates June 2002 - Present
Spencer Stuart 1998 - 2002
Korn Ferry International 1991 - 1998
First Union Corporation June 1980 - August 1991
First Union 1980 - 1991
Skills
Business Strategy, Mergers, Mergers & Acquisitions, Management, Private Equity, Venture Capital, Executive Management, Management Consulting, Executive Search, Investment Banking, Start-ups, Strategy, Corporate Development, Banking, Financial Services, Financial Recruiting, Talent Acquisition, Leadership
Education
Davidson College 1976 — 1980
BA, Economics
Nancy Lawler's First Union Corporation Experience 1995 - 1999
Job Built By Numbers LLC
Industry Real Estate
Experience
Built By Numbers LLC August 2012 - Present
Passport Health SC & TN January 2005 - December 2012
Lawler & Associates, LLC 2003 - 2007
Bank One Corporation 1998 - 2001
First Union Corporation 1995 - 1999
First Union 1991 - 1995
Skills
Marketing Strategy, Advertising, Marketing Communications, Event Planning, Public Relations, Marketing, Social Media Marketing, Integrated Marketing, Sports Marketing, Sponsorship, Direct Marketing, Sports, Email Marketing, Brand Development, Online Marketing, Marketing Management, Digital Marketing, Brand Management, Relationship Marketing, Online Advertising, Mobile Marketing, Digital Strategy, B2B Marketing, Interactive Marketing, Business Planning, Market Planning, Brand Awareness, Strategic Partnerships, Direct Mail
Education
University of North Carolina at Chapel Hill 1982 — 1985
BA, Journalism/Advertising
Built By Numbers LLC August 2012 - Present
Passport Health SC & TN January 2005 - December 2012
Lawler & Associates, LLC 2003 - 2007
Bank One Corporation 1998 - 2001
First Union Corporation 1995 - 1999
First Union 1991 - 1995
Skills
Marketing Strategy, Advertising, Marketing Communications, Event Planning, Public Relations, Marketing, Social Media Marketing, Integrated Marketing, Sports Marketing, Sponsorship, Direct Marketing, Sports, Email Marketing, Brand Development, Online Marketing, Marketing Management, Digital Marketing, Brand Management, Relationship Marketing, Online Advertising, Mobile Marketing, Digital Strategy, B2B Marketing, Interactive Marketing, Business Planning, Market Planning, Brand Awareness, Strategic Partnerships, Direct Mail
Education
University of North Carolina at Chapel Hill 1982 — 1985
BA, Journalism/Advertising
Sheila Collier's First Union Corporation Experience 1990 - 1992
Job Chair of the Art and Antiques Show at Wolfson Children's Hospital, The Women's Board
Industry Civic & Social Organization
Experience
Wolfson Children's Hospital, The Women's Board January 2015 - Present
American Cancer Society, Duval Unit 2000 - 2014
NationsBank 1996 - 1997
Barnett Bank 1992 - 1996
First Union Corporation 1990 - 1992
Florida National Bank July 1986 - March 1990
First National Bank of Oklahoma May 1984 - May 1986
Skills
Marketing, Public Speaking, Public Relations, Customer Service, Social Media, Event Planning, Strategic Planning, Sales, Retail, Nonprofits, Sales Management, Team Building, Fashion, Entrepreneurship, Small Business
Education
Oklahoma State University 1980 — 1984
Bachelor of Science (B.S.), Business Administration and Management, General
Enid High School 1977 — 1980
Wolfson Children's Hospital, The Women's Board January 2015 - Present
American Cancer Society, Duval Unit 2000 - 2014
NationsBank 1996 - 1997
Barnett Bank 1992 - 1996
First Union Corporation 1990 - 1992
Florida National Bank July 1986 - March 1990
First National Bank of Oklahoma May 1984 - May 1986
Skills
Marketing, Public Speaking, Public Relations, Customer Service, Social Media, Event Planning, Strategic Planning, Sales, Retail, Nonprofits, Sales Management, Team Building, Fashion, Entrepreneurship, Small Business
Education
Oklahoma State University 1980 — 1984
Bachelor of Science (B.S.), Business Administration and Management, General
Enid High School 1977 — 1980
Debbie Ruhe's First Union Corporation Experience April 1986 - February 2001
Job Sr. Bus & Tech Consultant at Duke Energy Corporation
Industry Utilities
Experience
Duke Energy Corporation June 2015 - Present
Duke Energy Corporation February 2013 - Present
Duke Energy December 2008 - February 2013
Prudential Real Estate March 2008 - January 2009
ReMax Metro Realty February 2005 - March 2008
First Union Corporation April 1986 - February 2001
Education
Clemson University 1979 — 1983
B.S., Finance
Duke Energy Corporation June 2015 - Present
Duke Energy Corporation February 2013 - Present
Duke Energy December 2008 - February 2013
Prudential Real Estate March 2008 - January 2009
ReMax Metro Realty February 2005 - March 2008
First Union Corporation April 1986 - February 2001
Education
Clemson University 1979 — 1983
B.S., Finance
John Thomas Rybak's First Union Corporation Experience August 1995 - August 2000
Job SVP BB&T Environmental Risk Manager
Industry Financial Services
Experience
BB&T June 2002 - Present
Wachovia September 2000 - June 2002
National Assessment Corp 2000 - 2002
First Union Corporation August 1995 - August 2000
Niagara Asset Corporation 1991 - 1995
Skills
Environmental Awareness, Human Resources, Due Diligence, Management, Training, Risk Assessment, Commercial Lending, Policy, Risk Management, Banking, Policy Writing, Commercial Banking, Loans, Financial Analysis, Strategic Planning, Credit, Business Development, Environmental Compliance, Commercial Real Estate, Portfolio Management
Education
Canisius College 1988 — 1991
MBA, Accounting
BB&T June 2002 - Present
Wachovia September 2000 - June 2002
National Assessment Corp 2000 - 2002
First Union Corporation August 1995 - August 2000
Niagara Asset Corporation 1991 - 1995
Skills
Environmental Awareness, Human Resources, Due Diligence, Management, Training, Risk Assessment, Commercial Lending, Policy, Risk Management, Banking, Policy Writing, Commercial Banking, Loans, Financial Analysis, Strategic Planning, Credit, Business Development, Environmental Compliance, Commercial Real Estate, Portfolio Management
Education
Canisius College 1988 — 1991
MBA, Accounting
Greg Withers's First Union Corporation Experience March 1996 - December 1997
Job Senior Vice President Commercial Relationship Manager at First Citizens Bank
Industry Banking
Experience
First Citizens Bank January 1998 - Present
First Union Corporation March 1996 - December 1997
First Union Corporation February 1994 - February 1996
First Union Corporation October 1990 - January 1994
Skills
Loans, Commercial Real Estate, Commercial Lending, Commercial Banking, Corporate Finance, Finance, Credit, Credit Analysis, Strategic Planning, Banking, Management, Risk Management
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2000 — 2003
MBA
Radford University - College of Business and Economics 1986 — 1990
BBA, Finance, Economics
First Citizens Bank January 1998 - Present
First Union Corporation March 1996 - December 1997
First Union Corporation February 1994 - February 1996
First Union Corporation October 1990 - January 1994
Skills
Loans, Commercial Real Estate, Commercial Lending, Commercial Banking, Corporate Finance, Finance, Credit, Credit Analysis, Strategic Planning, Banking, Management, Risk Management
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2000 — 2003
MBA
Radford University - College of Business and Economics 1986 — 1990
BBA, Finance, Economics
Warren Cooksey's First Union Corporation Experience June 1996 - January 2002
Job Director of Outreach and Community Affairs
Industry Public Relations and Communications
Experience
North Carolina Department of Transportation - Division 10 April 2014 - Present
City of Charlotte December 2007 - December 2013
Wachovia January 2002 - January 2010
City of Charlotte April 2000 - June 2007
Charlotte Convention and Visitors Bureau July 2003 - June 2004
First Union Corporation June 1996 - January 2002
The Charlotte Observer January 2000 - December 2000
First Union Corporation November 1995 - June 1996
First Union Mortgage Corporation November 1994 - November 1995
Wake County Public School System May 1992 - June 1994
Skills
Analysis, Budgets, Communication, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Governance, Government, Leadership, Performance Metrics, Politics, Policy Analysis, Public Policy, Public Relations, Public Speaking, Research, Strategic Planning, Writing
Education
Davidson College 1988 — 1992
B.A., History
North Carolina Department of Transportation - Division 10 April 2014 - Present
City of Charlotte December 2007 - December 2013
Wachovia January 2002 - January 2010
City of Charlotte April 2000 - June 2007
Charlotte Convention and Visitors Bureau July 2003 - June 2004
First Union Corporation June 1996 - January 2002
The Charlotte Observer January 2000 - December 2000
First Union Corporation November 1995 - June 1996
First Union Mortgage Corporation November 1994 - November 1995
Wake County Public School System May 1992 - June 1994
Skills
Analysis, Budgets, Communication, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Governance, Government, Leadership, Performance Metrics, Politics, Policy Analysis, Public Policy, Public Relations, Public Speaking, Research, Strategic Planning, Writing
Education
Davidson College 1988 — 1992
B.A., History
Janani Kanamatareddy's First Union Corporation Experience January 2002 - May 2002
Job AVP, Systems Anal/Prog Lead at Wachovia Bank
Industry Banking
Experience
Wachovia Bank July 2002 - Present
Preservation North Carolina May 2002 - July 2002
First Union Corporation January 2002 - May 2002
Skills
SDLC, SQL, Oracle, Business Analysis, Data Warehousing, PL/SQL, Requirements Analysis, Agile Methodologies, Microsoft SQL Server, Software Project..., Visio, Unix
Education
University of North Carolina at Charlotte 2000 — 2002
Masters in Computer Science, Computer Science
Wachovia Bank July 2002 - Present
Preservation North Carolina May 2002 - July 2002
First Union Corporation January 2002 - May 2002
Skills
SDLC, SQL, Oracle, Business Analysis, Data Warehousing, PL/SQL, Requirements Analysis, Agile Methodologies, Microsoft SQL Server, Software Project..., Visio, Unix
Education
University of North Carolina at Charlotte 2000 — 2002
Masters in Computer Science, Computer Science
Constance C (Connie) Knight, APR's First Union Corporation Experience 1985 - 1991
Job President & CEO at Paladin Communications Group
Industry Public Relations and Communications
Experience
Paladin Communications Group April 2002 - Present
Clariant August 1997 - May 2011
Hoechst Celanese Corporation July 1991 - August 1997
First Union Corporation 1985 - 1991
Epley Associates 1978 - 1984
Charlotte Chamber of Commerce 1976 - 1978
Skills
Writing, Philanthropy, Corporate Communications, Marketing Communications, Public Relations, Editing, Crisis Communications, Publicity, Internal Communications, Public Speaking, Copywriting, Media Relations, Event Planning, Strategic Communications, Press Releases, Web Content, Copy Editing, Journalism, Proofreading, Marketing, Newsletters, Speech Writing, Public Affairs, Advertising, Strategy, Publications, Content Development, Event Management
Education
University of North Carolina at Charlotte 2004 — 2006
Master's, Technical Communication
Wake Forest University 1972 — 1976
B.A., Politics (Magna cum laude, Phi Beta Kappa), Politics & Journalism
Paladin Communications Group April 2002 - Present
Clariant August 1997 - May 2011
Hoechst Celanese Corporation July 1991 - August 1997
First Union Corporation 1985 - 1991
Epley Associates 1978 - 1984
Charlotte Chamber of Commerce 1976 - 1978
Skills
Writing, Philanthropy, Corporate Communications, Marketing Communications, Public Relations, Editing, Crisis Communications, Publicity, Internal Communications, Public Speaking, Copywriting, Media Relations, Event Planning, Strategic Communications, Press Releases, Web Content, Copy Editing, Journalism, Proofreading, Marketing, Newsletters, Speech Writing, Public Affairs, Advertising, Strategy, Publications, Content Development, Event Management
Education
University of North Carolina at Charlotte 2004 — 2006
Master's, Technical Communication
Wake Forest University 1972 — 1976
B.A., Politics (Magna cum laude, Phi Beta Kappa), Politics & Journalism
Robin Ruhl's First Union Corporation Experience July 1997 - June 2001
Job Sr Marketing Analyst at Susquehanna Bank
Industry Banking
Experience
Susquehanna Bank July 2014 - Present
Susquehanna Bank January 2009 - June 2014
Capital City Bank January 2004 - December 2008
SunTrust Bank July 2001 - December 2003
First Union Corporation July 1997 - June 2001
Rochester Community Savings Bank November 1995 - June 1997
Fulton Financial Corporation July 1992 - October 1995
Skills
Corporate Finance, Banking, Financial Analysis, Finance, Management, Financial Modeling, Financial Reporting, Treasury Management, Cash Management, Accounting, Credit Analysis, Portfolio Management, Loans, Retail Banking, Risk Management
Education
Elizabethtown College
BS, Accounting
Hempfield High School
Diploma, Academic
Susquehanna Bank July 2014 - Present
Susquehanna Bank January 2009 - June 2014
Capital City Bank January 2004 - December 2008
SunTrust Bank July 2001 - December 2003
First Union Corporation July 1997 - June 2001
Rochester Community Savings Bank November 1995 - June 1997
Fulton Financial Corporation July 1992 - October 1995
Skills
Corporate Finance, Banking, Financial Analysis, Finance, Management, Financial Modeling, Financial Reporting, Treasury Management, Cash Management, Accounting, Credit Analysis, Portfolio Management, Loans, Retail Banking, Risk Management
Education
Elizabethtown College
BS, Accounting
Hempfield High School
Diploma, Academic
Myfanwy Bonilla, CAMS's First Union Corporation Experience 1996 - 2001
Job Vice President, AML Risk Manager at The Bancorp Bank
Industry Banking
Experience
The Bancorp Bank June 2013 - Present
M&T Bank May 2011 - May 2013
Wilmington Trust August 2010 - June 2011
Wilmington Trust Company January 2009 - August 2010
Wilmington Trust Company February 2005 - December 2008
First Union Corporation 1996 - 2001
Wilmington Trust October 1991 - October 1996
Potter Anderson & Corroon LLP July 1988 - October 1991
Skills
Compliance, AML, Contract Negotiation, Risk Management, Bank Secrecy Act, Corporate Law, KYC, Fraud, Risk Assessment, Banking, Financial Services, Securities, Corporate Governance, Investments, Capital Markets, Due Diligence, Structured Finance, Mergers & Acquisitions, Asset Management, Mutual Funds, Loans, Portfolio Management, Credit Risk, Wealth Management, Finance, Hedge Funds, Private Equity, Credit, OFAC, Equities, Fixed Income, Securities Regulation, Operational Risk..., FINRA, Retail Banking, Alternative Investments, Project Finance, Investment Banking, Relationship Management, Commercial Lending, Commercial Banking, Corporate Finance, Credit Analysis, Mortgage Lending, Derivatives, Anti Money Laundering
Education
Villanova University School of Law 1985 — 1988
JD, Law
Swarthmore College 1978 — 1982
BA, Psychology
The Bancorp Bank June 2013 - Present
M&T Bank May 2011 - May 2013
Wilmington Trust August 2010 - June 2011
Wilmington Trust Company January 2009 - August 2010
Wilmington Trust Company February 2005 - December 2008
First Union Corporation 1996 - 2001
Wilmington Trust October 1991 - October 1996
Potter Anderson & Corroon LLP July 1988 - October 1991
Skills
Compliance, AML, Contract Negotiation, Risk Management, Bank Secrecy Act, Corporate Law, KYC, Fraud, Risk Assessment, Banking, Financial Services, Securities, Corporate Governance, Investments, Capital Markets, Due Diligence, Structured Finance, Mergers & Acquisitions, Asset Management, Mutual Funds, Loans, Portfolio Management, Credit Risk, Wealth Management, Finance, Hedge Funds, Private Equity, Credit, OFAC, Equities, Fixed Income, Securities Regulation, Operational Risk..., FINRA, Retail Banking, Alternative Investments, Project Finance, Investment Banking, Relationship Management, Commercial Lending, Commercial Banking, Corporate Finance, Credit Analysis, Mortgage Lending, Derivatives, Anti Money Laundering
Education
Villanova University School of Law 1985 — 1988
JD, Law
Swarthmore College 1978 — 1982
BA, Psychology
Frank Wrenn's First Union Corporation Experience January 1979 - January 2001
Job President Crescent Capital Partners
Industry Financial Services
Experience
GY3 Holdings, LLC September 2014 - Present
Crescent Capital Partners January 2005 - Present
SunTrust Bank November 2003 - April 2005
SunTrust Bank November 2003 - April 2005
Crescent Capital Partners January 2001 - January 2003
First Union Securities January 1993 - January 2001
FIRST UNION CORPORATION January 1979 - January 2001
First Union National Bank June 1979 - February 2000
First Union National Bank January 1991 - January 1993
First Union National Bank January 1986 - January 1991
Skills
Credit, Due Diligence, Banking, Investment Banking, Mergers, Series 7, Series 63, Series 66, Mergers & Acquisitions, Business Planning, Finance, Negotiation, Equities, Capital Markets, Portfolio Management, Securities, Investments, Financial Structuring, Loans, Uniform Combined State..., Restructuring
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1986
Exec. Prog., Business
Rutgers University-New Brunswick 1981 — 1983
Exec. Prog, Stonier Graduate School of Banking
Stonier Graduate School of Banking 1981 — 1983
ABA Graduate School, Commercial Lending
Southern Methodist University 1972 — 1974
BA, English, Psychology
Southern Methodist University 1972 — 1974
Bachelor of Arts, English, Psychology
Wake Forest University 1968 — 1971
English, Psychology
GY3 Holdings, LLC September 2014 - Present
Crescent Capital Partners January 2005 - Present
SunTrust Bank November 2003 - April 2005
SunTrust Bank November 2003 - April 2005
Crescent Capital Partners January 2001 - January 2003
First Union Securities January 1993 - January 2001
FIRST UNION CORPORATION January 1979 - January 2001
First Union National Bank June 1979 - February 2000
First Union National Bank January 1991 - January 1993
First Union National Bank January 1986 - January 1991
Skills
Credit, Due Diligence, Banking, Investment Banking, Mergers, Series 7, Series 63, Series 66, Mergers & Acquisitions, Business Planning, Finance, Negotiation, Equities, Capital Markets, Portfolio Management, Securities, Investments, Financial Structuring, Loans, Uniform Combined State..., Restructuring
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1986
Exec. Prog., Business
Rutgers University-New Brunswick 1981 — 1983
Exec. Prog, Stonier Graduate School of Banking
Stonier Graduate School of Banking 1981 — 1983
ABA Graduate School, Commercial Lending
Southern Methodist University 1972 — 1974
BA, English, Psychology
Southern Methodist University 1972 — 1974
Bachelor of Arts, English, Psychology
Wake Forest University 1968 — 1971
English, Psychology
Jill Flynn's First Union Corporation Experience 1980 - 2001
Job Women's Leadership Expert/Author/Speaker
Industry Professional Training & Coaching
Experience
Flynn Heath Holt Leadership 2001 - Present
First Union Corporation 1980 - 2001
Skills
Executive Coaching, Leadership Development, Coaching, Management Consulting, Team Building, Strategic Planning, Entrepreneurship, Organizational..., Change Management, Public Speaking, Business Strategy, Personal Development, Management Development, Mergers & Acquisitions, Leadership, Talent Management, Training, Organizational Design, Nonprofits, Human Resources, Fundraising, Executive Development
Education
University of Alabama at Birmingham
Masters of Education (M.Ed.)
Salem College
Bachelor of Arts (B.A.)
Flynn Heath Holt Leadership 2001 - Present
First Union Corporation 1980 - 2001
Skills
Executive Coaching, Leadership Development, Coaching, Management Consulting, Team Building, Strategic Planning, Entrepreneurship, Organizational..., Change Management, Public Speaking, Business Strategy, Personal Development, Management Development, Mergers & Acquisitions, Leadership, Talent Management, Training, Organizational Design, Nonprofits, Human Resources, Fundraising, Executive Development
Education
University of Alabama at Birmingham
Masters of Education (M.Ed.)
Salem College
Bachelor of Arts (B.A.)
Betsy (Mary E.) Donnelly's First Union Corporation Experience January 1977 - December 1990
Job Retired from instructional design in mortgage and retail banking industries.
Industry Professional Training & Coaching
Experience
Washington Mutual Bank December 1992 - August 2008
First Union Corporation January 1977 - December 1990
Skills
Coaching, Public Speaking, Customer Service, Team Building, Microsoft Office, Training, Leadership Development, Strategic Planning, Leadership, Teaching, Microsoft Word, Change Management, Microsoft Excel, Team Leadership, Research, PowerPoint, Management, Social Media, Organizational..., Management Consulting, Retail, Sales, Call Centers, Employee Training, Workshop Facilitation
Education
Florida State University 1958 — 1962
Bachelor of Arts (BA), Political Science/English
Ocala High School; Florida State University 1958 — 1962
Bachelor of Arts degree, Political Science Major and English Minor
Washington Mutual Bank December 1992 - August 2008
First Union Corporation January 1977 - December 1990
Skills
Coaching, Public Speaking, Customer Service, Team Building, Microsoft Office, Training, Leadership Development, Strategic Planning, Leadership, Teaching, Microsoft Word, Change Management, Microsoft Excel, Team Leadership, Research, PowerPoint, Management, Social Media, Organizational..., Management Consulting, Retail, Sales, Call Centers, Employee Training, Workshop Facilitation
Education
Florida State University 1958 — 1962
Bachelor of Arts (BA), Political Science/English
Ocala High School; Florida State University 1958 — 1962
Bachelor of Arts degree, Political Science Major and English Minor
Frances Beam's First Union Corporation Experience 1994 - 2008
Job Pastor at Living Faith Church
Industry Nonprofit Organization Management
Experience
Living Faith Church Vice President Structured FinanceUS BankSeptember 2006 - January 2008
First Union Corporation 1994 - 2008
Wachovia, A Wells Fargo Company August 1994 - September 2006
Wachovia Bank 1994 - 2006
Skills
Public Speaking, Banking, Loans, Leadership, Coaching, Team Building, Financial Services, Training, Strategic Planning
Education
University of North Carolina at Charlotte 2009 — 2011
Religious Studies
Living Faith Church Vice President Structured FinanceUS BankSeptember 2006 - January 2008
First Union Corporation 1994 - 2008
Wachovia, A Wells Fargo Company August 1994 - September 2006
Wachovia Bank 1994 - 2006
Skills
Public Speaking, Banking, Loans, Leadership, Coaching, Team Building, Financial Services, Training, Strategic Planning
Education
University of North Carolina at Charlotte 2009 — 2011
Religious Studies
C. Scott McMullan's First Union Corporation Experience 1997 - 2002
Job Counselor at Law in Kinsale, VA
Industry Legal Services
Experience
Kinsale, VA January 2014 - Present
Virginia Commonwealth University July 2009 - September 2013
Court of Appeals of North Carolina 2007 - 2008
Supreme Court of Virginia August 2006 - July 2007
First Union Corporation 1997 - 2002
Accenture (formerly Arthur Andersen & Company, MICD) August 1982 - March 1987
Andersen Consulting (Accenture) August 1982 - March 1987
Skills
Training, Human Resources, Legal Writing, Legal Research, Westlaw, Mediation, Criminal Law, Courts, Litigation, Civil Litigation
Education
University of North Carolina at Chapel Hill 2003 — 2006
MSW, Social Work
University of North Carolina School of Law 2002 — 2006
J.D./M.S.W., Law & Social Work
University of Virginia 1978 — 1982
B.S., Finance
Collegiate 1970 — 1978
Kinsale, VA January 2014 - Present
Virginia Commonwealth University July 2009 - September 2013
Court of Appeals of North Carolina 2007 - 2008
Supreme Court of Virginia August 2006 - July 2007
First Union Corporation 1997 - 2002
Accenture (formerly Arthur Andersen & Company, MICD) August 1982 - March 1987
Andersen Consulting (Accenture) August 1982 - March 1987
Skills
Training, Human Resources, Legal Writing, Legal Research, Westlaw, Mediation, Criminal Law, Courts, Litigation, Civil Litigation
Education
University of North Carolina at Chapel Hill 2003 — 2006
MSW, Social Work
University of North Carolina School of Law 2002 — 2006
J.D./M.S.W., Law & Social Work
University of Virginia 1978 — 1982
B.S., Finance
Collegiate 1970 — 1978
Kathy DeMay's First Union Corporation Experience 1995 - 2001
Job Experienced administrative professional
Industry Insurance
Experience
NC Association of County Commissioner August 2001 - Present
First Union Bank December 1995 - April 2001
First Union Corporation 1995 - 2001
Skills
Research, Event Planning, Microsoft Office, Administrative Support, Writing, Administration, Excel, Word, PowerPoint, Editing, Event Management, Outlook, Customer Service, Office Management, Spreadsheets, Typing, Telephone Skills, Office Administration, Data Entry, Scheduling, Internet Research, Newsletters, Administrative..., Risk Management, Insurance, Public Speaking, Microsoft Excel, Microsoft Word, Nonprofits
Education
Marietta College 1971 — 1975
Bachelor's degree, Political Science and Government
Marietta College (Ohio) 1971 — 1975
B.A., History, Political Science
NC Association of County Commissioner August 2001 - Present
First Union Bank December 1995 - April 2001
First Union Corporation 1995 - 2001
Skills
Research, Event Planning, Microsoft Office, Administrative Support, Writing, Administration, Excel, Word, PowerPoint, Editing, Event Management, Outlook, Customer Service, Office Management, Spreadsheets, Typing, Telephone Skills, Office Administration, Data Entry, Scheduling, Internet Research, Newsletters, Administrative..., Risk Management, Insurance, Public Speaking, Microsoft Excel, Microsoft Word, Nonprofits
Education
Marietta College 1971 — 1975
Bachelor's degree, Political Science and Government
Marietta College (Ohio) 1971 — 1975
B.A., History, Political Science
Gina (Gresh) Behrman, APR's First Union Corporation Experience July 2000 - July 2001
Job Director, Marketing & Communications at Ardagh Group
Industry Packaging and Containers
Experience
Ardagh Group, Glass - North America June 2014 - Present
Verallia North America (Saint-Gobain Containers) July 2012 - June 2014
Ball State University August 2013 - December 2013
Verallia (Saint-Gobain Packaging) September 2010 - June 2012
Verallia (Saint-Gobain Packaging) August 2009 - August 2010
Saint-Gobain Containers, Inc. October 2006 - July 2009
Saint-Gobain Containers, Inc. June 2003 - September 2006
Saint-Gobain Containers, Inc. August 2001 - May 2003
First Union Corporation July 2000 - July 2001
Six Flags Great America May 1998 - August 1998
Skills
Strategic Communications, Corporate Communications, Executive Communications, Media Relations, Crisis Communications, Community Relations, Writing, Planning, Communication Training, Internal Communications, Community Development, Marketing Communications, Newsletters, Public Relations, Advertising, Marketing Strategy, Editing, Marketing, Event Planning, Market Research, Leadership, Journalism, Reputation Management, Management, Communications Planning, Speech Writing, Training, Budgets, Public Affairs, Copywriting, Spokesperson, French, Publicity, Corporate Social..., Crisis Management, Journalisme
Education
Ball State University 2001 — 2003
M.A.
Ball State University 1996 — 1999
B.S.
Burris Laboratory School
Burris Laboratory School
Ardagh Group, Glass - North America June 2014 - Present
Verallia North America (Saint-Gobain Containers) July 2012 - June 2014
Ball State University August 2013 - December 2013
Verallia (Saint-Gobain Packaging) September 2010 - June 2012
Verallia (Saint-Gobain Packaging) August 2009 - August 2010
Saint-Gobain Containers, Inc. October 2006 - July 2009
Saint-Gobain Containers, Inc. June 2003 - September 2006
Saint-Gobain Containers, Inc. August 2001 - May 2003
First Union Corporation July 2000 - July 2001
Six Flags Great America May 1998 - August 1998
Skills
Strategic Communications, Corporate Communications, Executive Communications, Media Relations, Crisis Communications, Community Relations, Writing, Planning, Communication Training, Internal Communications, Community Development, Marketing Communications, Newsletters, Public Relations, Advertising, Marketing Strategy, Editing, Marketing, Event Planning, Market Research, Leadership, Journalism, Reputation Management, Management, Communications Planning, Speech Writing, Training, Budgets, Public Affairs, Copywriting, Spokesperson, French, Publicity, Corporate Social..., Crisis Management, Journalisme
Education
Ball State University 2001 — 2003
M.A.
Ball State University 1996 — 1999
B.S.
Burris Laboratory School
Burris Laboratory School
Maria Theresa Lancaster's First Union Corporation Experience 1987 - 1989
Job Banking
Industry Banking
Experience
Georgia United Credit Union June 2015 - Present
American Credit Acceptance August 2010 - March 2015
Synergy Acceptance Corporation January January 2007 - January 2010
Southern Auto Finance (SAFCO) October 2007 - March 2008
Admiral Investment Company dba Greenlight Finance,Dealer Funding and Canoe Financial August 1994 - January 2004
Southern Insurance Underwriters, Inc. 1994 - 1996
Cathcart Allied Van Lines 1993 - March 1994
Facility Relocations January 1992 - October 1993
Georgia Federal Bank 1989 - 1992
First Union Corporation 1987 - 1989
Skills
Insurance, Small Business Lending, Mergers & Acquisitions, Real Estate, General Ledger, Internal Audit, Software Documentation, Valuation, Investment Properties, Lines Of Credit, Leadership, Team Building, Sales Management, Customer Retention, Sales Operations, Sales, Microsoft Excel, Management, Process Improvement
Education
Dekalb Community College
Norcross High School
Georgia United Credit Union June 2015 - Present
American Credit Acceptance August 2010 - March 2015
Synergy Acceptance Corporation January January 2007 - January 2010
Southern Auto Finance (SAFCO) October 2007 - March 2008
Admiral Investment Company dba Greenlight Finance,Dealer Funding and Canoe Financial August 1994 - January 2004
Southern Insurance Underwriters, Inc. 1994 - 1996
Cathcart Allied Van Lines 1993 - March 1994
Facility Relocations January 1992 - October 1993
Georgia Federal Bank 1989 - 1992
First Union Corporation 1987 - 1989
Skills
Insurance, Small Business Lending, Mergers & Acquisitions, Real Estate, General Ledger, Internal Audit, Software Documentation, Valuation, Investment Properties, Lines Of Credit, Leadership, Team Building, Sales Management, Customer Retention, Sales Operations, Sales, Microsoft Excel, Management, Process Improvement
Education
Dekalb Community College
Norcross High School
Alan S. Carlson's First Union Corporation Experience 1992 - 2000
Job Commercial Finance Attorney
Industry Law Practice
Experience
JPMorgan Chase January 2011 - Present
Prudential Financial 2007 - 2009
GMAC Commercial Finance 2002 - 2007
First Union Corporation 1992 - 2000
Education
Harvard Law School
Juris Doctor
JPMorgan Chase January 2011 - Present
Prudential Financial 2007 - 2009
GMAC Commercial Finance 2002 - 2007
First Union Corporation 1992 - 2000
Education
Harvard Law School
Juris Doctor
Ashleigh Morgan's First Union Corporation Experience December 1997 - July 2002
Job Senior Counsel at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2009 - Present
Wachovia Corporation June 2004 - December 2009
Poyner Spruill LLP July 2002 - June 2004
First Union Corporation December 1997 - July 2002
Education
University of Virginia School of Law 1992 — 1995
Juris doctor
Duke University 1986 — 1990
A.B., English/French
Wells Fargo December 2009 - Present
Wachovia Corporation June 2004 - December 2009
Poyner Spruill LLP July 2002 - June 2004
First Union Corporation December 1997 - July 2002
Education
University of Virginia School of Law 1992 — 1995
Juris doctor
Duke University 1986 — 1990
A.B., English/French
James O'Mara's First Union Corporation Experience January 1993 - January 1997
Job Senior Loan Approver at PNC Financial Services Group
Industry Financial Services
Experience
PNC BANK January 2007 - Present
Wachovia Bank, N.A: October 2004 - November 2007
SouthTrust Bank October 2003 - November 2004
Wachovia Bank, N.A. January 2000 - January 2003
Associated Real Estate Advisors, Inc January 1997 - January 1998
First Union Corporation January 1993 - January 1997
First American Bank January 1991 - January 1993
Chase Manhattan Bank January 1988 - January 1991
Joseph J. Blake and Associates, Inc January 1986 - January 1988
USDA January 1984 - January 1986
Education
University of Delware 1972 — 1974
M.S:, Resource Economics
University of Maryland College Park 1966 — 1971
B.S., Economics
University of Delaware
M.S
PNC BANK January 2007 - Present
Wachovia Bank, N.A: October 2004 - November 2007
SouthTrust Bank October 2003 - November 2004
Wachovia Bank, N.A. January 2000 - January 2003
Associated Real Estate Advisors, Inc January 1997 - January 1998
First Union Corporation January 1993 - January 1997
First American Bank January 1991 - January 1993
Chase Manhattan Bank January 1988 - January 1991
Joseph J. Blake and Associates, Inc January 1986 - January 1988
USDA January 1984 - January 1986
Education
University of Delware 1972 — 1974
M.S:, Resource Economics
University of Maryland College Park 1966 — 1971
B.S., Economics
University of Delaware
M.S
Dianne Bethea's First Union Corporation Experience June 1999 - February 2001
Job Senior Vice President, Credit Risk Manager, Enterprise Credit Information Group at Wells Fargo Corporation
Industry Banking
Experience
Wells Fargo Corporation June 2011 - Present
Wells Fargo Corporation March 2009 - June 2011
Wachovia Corporation February 2001 - March 2009
First Union Corporation June 1999 - February 2001
First Union Corporation April 1994 - June 1999
First Union Corporation June 1991 - April 1994
First Union Corporation October 1989 - June 1991
First Union Corporation June 1986 - October 1989
Skills
Analytics, Leadership, Risk Management, Credit, Credit Cards, Portfolio Management, Credit Risk, Loans, Financial Risk, Financial Services, Underwriting, Strategy, Analysis
Education
ECPI
Diploma, Computer Technology
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo Corporation June 2011 - Present
Wells Fargo Corporation March 2009 - June 2011
Wachovia Corporation February 2001 - March 2009
First Union Corporation June 1999 - February 2001
First Union Corporation April 1994 - June 1999
First Union Corporation June 1991 - April 1994
First Union Corporation October 1989 - June 1991
First Union Corporation June 1986 - October 1989
Skills
Analytics, Leadership, Risk Management, Credit, Credit Cards, Portfolio Management, Credit Risk, Loans, Financial Risk, Financial Services, Underwriting, Strategy, Analysis
Education
ECPI
Diploma, Computer Technology
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), Business Administration and Management, General
Sidney Perkinson's First Union Corporation Experience March 1996 - June 1999
Job
Industry
Experience
First Union Corporation March 1996 - June 1999
NASDAQ February 1992 - June 1995
Education
University of North Carolina at Chapel Hill 1983 — 1987
B.A., Political Science and English
First Union Corporation March 1996 - June 1999
NASDAQ February 1992 - June 1995
Education
University of North Carolina at Chapel Hill 1983 — 1987
B.A., Political Science and English
Joanne K. Waltrich's First Union Corporation Experience July 1989 - June 1998
Job Contract Manager at Accenture
Industry Management Consulting
Experience
Accenture June 1998 - Present
First Union Corporation July 1989 - June 1998
Education
Rutgers University School of Law - Camden 1990 — 1994
Doctor of Law (JD)
St. Joseph's University 1985 — 1989
Bachelor of Science (BS), Finance, Accounting
Accenture June 1998 - Present
First Union Corporation July 1989 - June 1998
Education
Rutgers University School of Law - Camden 1990 — 1994
Doctor of Law (JD)
St. Joseph's University 1985 — 1989
Bachelor of Science (BS), Finance, Accounting
Rebecca Towne's First Union Corporation Experience 1997 - 2000
Job President at Quadrant Risk Advisory
Industry Banking
Experience
Quadrant Risk Advisory LLC January 2015 - Present
McGladrey June 2012 - December 2014
Towne Consulting LLC May 2011 - June 2013
Fifth Third Bank 2010 - 2011
Irwin Financial Corporation 2006 - 2009
Waterfield Group 2005 - 2006
Provident Bank 2000 - 2004
First Union Corporation 1997 - 2000
GE Capital Mortgage Corporation 1986 - 1997
Skills
Enterprise Risk..., Financial Risk, Sarbanes-Oxley Act, Internal Controls, Loans, Risk Management, Security, Strategy, Internal Audit, Banking, Financial Analysis, Auditing, Compliance, Credit, Financial Modeling, Credit Risk, Mergers & Acquisitions, Finance, Due Diligence, Portfolio Management
Education
Duke University 1982 — 1983
Master's degree, Economics
Bard College 1978 — 1982
Bachelor's degree, Economics
American International School of Zurich, Switzerland
Quadrant Risk Advisory LLC January 2015 - Present
McGladrey June 2012 - December 2014
Towne Consulting LLC May 2011 - June 2013
Fifth Third Bank 2010 - 2011
Irwin Financial Corporation 2006 - 2009
Waterfield Group 2005 - 2006
Provident Bank 2000 - 2004
First Union Corporation 1997 - 2000
GE Capital Mortgage Corporation 1986 - 1997
Skills
Enterprise Risk..., Financial Risk, Sarbanes-Oxley Act, Internal Controls, Loans, Risk Management, Security, Strategy, Internal Audit, Banking, Financial Analysis, Auditing, Compliance, Credit, Financial Modeling, Credit Risk, Mergers & Acquisitions, Finance, Due Diligence, Portfolio Management
Education
Duke University 1982 — 1983
Master's degree, Economics
Bard College 1978 — 1982
Bachelor's degree, Economics
American International School of Zurich, Switzerland
Martha Galovich's First Union Corporation Experience January 1993 - January 1996
Job Controller at Summit RE
Industry Insurance
Experience
Summit RE November 2012 - Present
Frontier, Fort Wayne Indiana December 2010 - August 2012
Unity Bank March 2006 - July 2010
First Union Corporation January 1993 - January 1996
First Union Corp 1993 - 1996
First Union National Bank January 1989 - January 1993
Midlantic National Bank January 1991 - December 1991
Monroe Savings Bank, FSB January 1988 - January 1989
The Prudential January 1985 - January 1987
PPG Industries, Inc January 1984 - November 1984
Skills
Microsoft Excel, QuickBooks, PowerPoint, Microsoft Word
Education
Sacred Heart University 2003 — 2005
Master's degree, Elementary Education and Teaching
Sacred Heart University 2003 — 2005
M.A.T, Elementary Education
Indiana University of Pennsylvania 1980 — 1983
Bachelor's degree, Accounting
Indiana University of Pennsylvania 1980 — 1983
B.S, Accounting
Summit RE November 2012 - Present
Frontier, Fort Wayne Indiana December 2010 - August 2012
Unity Bank March 2006 - July 2010
First Union Corporation January 1993 - January 1996
First Union Corp 1993 - 1996
First Union National Bank January 1989 - January 1993
Midlantic National Bank January 1991 - December 1991
Monroe Savings Bank, FSB January 1988 - January 1989
The Prudential January 1985 - January 1987
PPG Industries, Inc January 1984 - November 1984
Skills
Microsoft Excel, QuickBooks, PowerPoint, Microsoft Word
Education
Sacred Heart University 2003 — 2005
Master's degree, Elementary Education and Teaching
Sacred Heart University 2003 — 2005
M.A.T, Elementary Education
Indiana University of Pennsylvania 1980 — 1983
Bachelor's degree, Accounting
Indiana University of Pennsylvania 1980 — 1983
B.S, Accounting
Frank Zaros, Jr.'s First Union Corporation Experience June 1995 - July 2001
Job Business Consultant / Data Analyst
Industry Information Services
Experience
Consulting / Contractor June 2015 - Present
Technisource May 2011 - November 2011
CaroMont Health October 2010 - May 2011
Roper St. Francis Healthcare June 2009 - September 2010
Catholic Relief Services June 2008 - June 2009
Randstad January 2008 - March 2008
Wachovia Bank August 2002 - December 2007
Bank of America July 2001 - July 2002
First Union Corporation June 1995 - July 2001
Hearst October 1991 - June 1995
Skills
Data Modeling, Data Warehousing, Business Requirements, Business Analysis, Data Analysis, Business Intelligence, Requirements Gathering, Requirements Analysis, Microsoft SQL Server, Microsoft Excel, Access, Hyperion, Essbase, Business Objects, SofTrek Pledgemaker, McKesson HPP, SharePoint, Visio, ETL, SDLC
Education
Penn State World Campus 2000 — 2002
Certification, Geographic Information Science
Florida Southern College 1988 — 1989
Post Baccalaureate, Business Administration
University of Central Florida 1981 — 1984
Bachelor of Science, Business Administration; Accounting
Consulting / Contractor June 2015 - Present
Technisource May 2011 - November 2011
CaroMont Health October 2010 - May 2011
Roper St. Francis Healthcare June 2009 - September 2010
Catholic Relief Services June 2008 - June 2009
Randstad January 2008 - March 2008
Wachovia Bank August 2002 - December 2007
Bank of America July 2001 - July 2002
First Union Corporation June 1995 - July 2001
Hearst October 1991 - June 1995
Skills
Data Modeling, Data Warehousing, Business Requirements, Business Analysis, Data Analysis, Business Intelligence, Requirements Gathering, Requirements Analysis, Microsoft SQL Server, Microsoft Excel, Access, Hyperion, Essbase, Business Objects, SofTrek Pledgemaker, McKesson HPP, SharePoint, Visio, ETL, SDLC
Education
Penn State World Campus 2000 — 2002
Certification, Geographic Information Science
Florida Southern College 1988 — 1989
Post Baccalaureate, Business Administration
University of Central Florida 1981 — 1984
Bachelor of Science, Business Administration; Accounting
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation