First Union National Bank
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 Headquarters: Charlotte, North Carolina, United States Number of employees: 71,262
First Union National Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Union National Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
First Union National Bank Salaries. You can even request information on how much does First Union National Bank pay if you want to. Learn about salaries, pros and cons of working for First Union National Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,143 First Union National Bank employees in database. Find out everything there's to know about First Union National Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
First Union National Bank Employees
Blitz, Bardgett & Deutsch, L.C. May 2007 - August 2015
Missouri Court of Appeals, Eastern District July 2005 - April 2007
First Union National Bank 1997 - 2002
Skills
Contract Negotiation, Civil Litigation, Dispute Resolution, Appeals, Litigation, Courts, Legal Research, Legal Writing, Legal Issues, Criminal Law, Family Law, Torts, Administrative Law
Education
Regent University School of Law 2002 — 2005
JD, Cum Laude
Wake Forest University 1990 — 1993
Bachelor of Arts, Cum Laude
Master Research Solutions 2002 - Present
Master Media Group May 1999 - April 2002
First Union National Bank August 1997 - May 1999
Skills
Marketing Research, Competitive Analysis, Market Research, Marketing, Program Management, Advertising, Public Relations, Finance, Copywriting, Negotiation, Creative Direction, Lead Generation, Digital Marketing, Banking, Product Management
Education
Shenandoah University 2005 — 2007
Master of Business Administration (MBA)
University of Richmond 1993 — 1997
Bachelor of Science (BS) in Business Administration
Shenandoah University 2005 — 2007
Graduate Certificate Information Systems and Computer Technology
CLTCH July 2015 - Present
Soul Gastrolounge / The Diamond / Sloan Boutique January 2009 - Present
Plaza Midwood Merchants Association 2010 - March 2015
Freelance July 2000 - August 2012
University of North Carolina January 2002 - June 2012
Regional AIDS Interfaith Network January 2007 - May 2010
Microsoft December 1996 - June 2000
First Union National Bank October 1990 - December 1996
Skills
Adobe Creative Suite, Social Media Marketing, Microsoft Office, Camtasia, Content Management, Drupal, Wordpress, Facebook Marketing, Twitter, Editing, Content Development, Public Relations, Social Media, Social Networking, Fundraising, Media Relations, WordPress, Nonprofits, Newsletters, Email Marketing, Facebook, Advertising, Event Planning, Event Management, Marketing
Education
Queens University of Charlotte 1980 — 1984
BA, English
aeSolutions July 2014 - Present
InSource Solutions December 2001 - July 2014
First Union National Bank December 2000 - December 2001
CC Dickson CO February 1995 - November 2000
Integration Technology 1993 - February 1995
Inotek Technologies September 1991 - 1993
United States Air Force September 1987 - September 1991
Skills
Cloud Computing, Enterprise Software, CISSP, Disaster Recovery, Software Project..., .NET, PMP, SharePoint, Integration, ITIL, Enterprise Architecture, Software Development, IT Management, Agile / ScrumMaster, SQL Server DBA, Business Intelligence, SQL Reporting Services..., Certified Ethical..., Automation, SCADA, Cyber Security, Computer Security, SaaS, Program Management, Process Improvement
Education
University of Oklahoma 1988 — 1990
Master, Business (MBA)
Purdue University 1982 — 1986
Bachelors, Computer Science
TD January 2013 - Present
FHI 360 January 2012 - January 2013
Sapphire Technologies June 2010 - January 2012
LeapFrog Systems March 2007 - June 2010
Proudfoot Consulting November 2005 - March 2007
Softworld Inc. November 2004 - November 2005
EDS April 1997 - October 2004
SDM International, Inc. March 1996 - March 1997
First Union National Bank January 1995 - March 1996
First National Bank of Commerce August 1989 - January 1995
Skills
Project Management, Business Analysis, Consulting, Integration, Program Management, Process Improvement, SDLC, Business Intelligence, Management Consulting, Change Management, CRM, Outsourcing, Management, Product Management, Project Planning, Enterprise Software, Leadership, Software Documentation, Business Transformation, Vendor Management, PMP, Software Development, Analysis, Project Portfolio..., Business Process, Testing, Business Process..., Requirements Analysis, Financial Services, Software Project...
Education
School of Oriental and African Studies, U. of London 2000 — 2003
Financial Economics
Tulane University 1980 — 1985
MBA, BA, Finance and Accounting, English
University of Pennsylvania 1975 — 1978
English
Metairie Park Country Day School 1963 — 1975
Goodwill Education Initiatives Inc May 2015 - Present
Trinity Services Inc. October 2014 - Present
USMe Electronic Recycling March 2013 - July 2014
Sims Recycling Solutions July 2012 - March 2013
CloudBlue Technologies November 2010 - April 2012
CloudBlue Technologies, Inc. February 2010 - November 2010
Cision June 1999 - October 2009
Nielsen Media Research August 1998 - May 1999
First Union National Bank March 1996 - July 1998
BURDINES November 1995 - March 1996
Skills
Global Logistics, Customer Service, Account Management, Research, 10 Key, Excel, Word, Microsoft Office Xp, Logistics, Microsoft Word, Time Management, Microsoft Excel, Market Research, Computer Recycling, Office Management, Human Resources, Operations Management, Recycling, Invoicing, Supply Chain Management, Logistics Management, Business Development, Contract Negotiation, Customer Satisfaction, Editing, Inventory Management, Management, Microsoft Office, Process Improvement, Project Management, Sales Management, Purchasing, Strategic Planning, Sales Operations, Team Leadership, Training, New Business Development
Education
Prairie State College
Liberal Arts Studies, Associates
Bourbon Women, Inc January 2015 - Present
YouScience, LLC December 2013 - January 2015
First Union National Bank 1996 - 1997
MS&L Group 1994 - 1996
Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Public Speaking, Strategic Planning, Editing, Administration
Education
University of Alabama 1992 — 1993
Master of Arts (MA), Journalism
Sewanee-The University of the South 1986 — 1990
Bachelor of Arts (BA), US History
Meridium February 2015 - Present
Meridium October 2012 - February 2015
Meridium December 2004 - October 2012
Meridium July 2002 - November 2004
Meridium November 1998 - June 2002
First Union National Bank January 1996 - November 1998
First Union National Bank December 1993 - June 1996
Skills
Quality Assurance, Team Leadership, Change Management, Software Project..., Program Management, Training Documentation, Training & Development, Project Documentation, Microsoft Office, Process Development, Process Improvement, Project Planning, Project Coordination, Project Delivery, Documentations, Business Process..., Process Simulation, Employee Training, Management, Project Management, Training, Product Management, Team Building, PMO, Budgets, Product Development, MS Project, Microsoft Project, Requirements Analysis, Business Process
Education
Roanoke College 1989 — 1993
Bachelor of Arts, English Language and Literature, General
Roanoke College 1989 — 1993
Concentration, Music
Toll Brothers April 2015 - Present
Grayman Construction Management Service, Inc. January 2009 - August 2014
Ryland Homes February 2005 - December 2008
HomeBanc Mortgage September 2002 - February 2005
First Union National Bank December 1995 - August 2002
Skills
Purchasing, New Business Development, Real Estate, Contract Negotiation, Sales, Property Management, Marketing, Negotiation, Strategic Planning, Business Development, Contract Management, Sales Management, Marketing Strategy, Customer Service, Project Management, Market Analysis, Process Scheduler, Sales Presentations, Relationship Management, Budget
Education
Rollins College - Crummer Graduate School of Business 2013 — 2016
Master of Business Administration (MBA)
Seminole State College of Florida 2011 — 2012
Associate's Degree, Construction Management
University of Florida 1988 — 1992
Bachelor of Science, Public Relations
CORE July 2014 - Present
EXIT REALTY LANDMARK January 2010 - June 2014
M&T Bank 2001 - 2007
First Union National Bank September 1998 - April 2001
Skills
Real Estate, Investment Properties, Sellers, Listings, Property, Buyers, Real Estate Economics, Negotiation, Condos, New Home Sales, Residential Homes, Investments, First Time Home Buyers, Real Estate Transactions, Selling, Short Sales, Photography, Marketing, Mortgage Lending, Buyer Representation, Rentals, Brokerage, Relocation, Graphic Design, Real Estate Financing, Townhomes, CRM, Foreclosures, REO, Single Family Homes, Photoshop, Residential, Home, Mortgage, Real Property, Leases, Apartments, Landlords, Tenant, Seller Representation, 1031 Exchanges, Home Staging, Real Estate Marketing, COOP, Commercial Leasing, Real Estate Staging, Financial Statements, Real Estate Advertising, Closing, Board Packages
Education
NYREI 2009 — 2010
License, Real Estate
School of Visual Arts 2005 — 2006
None, Graphic Design
Wells Fargo International Operations January 2009 - Present
Wachovia Bank September 2003 - December 2008
First Union National Bank September 1998 - August 2003
CoreStates Bank September 1995 - August 1998
CoreStates January 1994 - August 1995
CoreStates January 1990 - July 1995
Philadelphia National Bank September 1988 - December 1989
Skills
25 years of Intl..., Sound Knowledge of..., Strong payment and..., 15+ years of Project..., Strong Managerial and..., Strong knowledge in end..., Experienced in..., Experienced in ALM..., Vast experience with MS..., Member of PMI and CBAP..., Basic Knowledge of..., Software Documentation, Analysis, Business Intelligence, Management, Business Analysis, Testing, Vendor Management, Business Process..., SDLC, Banking, Project Management, Process Improvement, Leadership, Risk Management
Education
Philadelphia University 1995 — 2005
Master's degree, Business Administration, Management and Operations
West Chester University of Pennsylvania 1990 — 1994
B.S. Management, Business Administration and Management, General
South Florida Museum March 2015 - Present
Manatee Education Foundation February 2014 - Present
Community Foundation of Sarasota County July 2012 - January 2014
Saint Stephen's Episcopal School July 2010 - June 2012
St. Stephen's Episcopal School 2007 - 2010
St. Stephen's Episcopal School 2000 - 2003
First Union National Bank 1998 - 2000
First Union National Bank 1996 - 1998
Atlanta Committee for the Olympic Games 1995 - 1996
Skills
Fundraising, Volunteer Management, Non-profits, Philanthropy, Stewardship, Event Planning, Grant Writing, Public Speaking, Program Development, Community Outreach, Annual Giving, Event Management, Public Relations, Strategic Planning, Board Development, Planned Giving, Grants, Social Media, Media Relations, Prospect Research, Social Services, Leadership Development, Nonprofits, Major Donor Cultivation, Capital Campaigns, Direct Mail Fundraising, Resource Development
Education
Rollins College 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Westover School 1985 — 1989
Wyndham Worldwide / RCI August 2010 - Present
Nutley High School 2008 - 2012
Citi January 2010 - August 2010
March of Dimes 2004 - 2010
Mentora Group March 2004 - March 2009
Raytheon 2006 - 2008
First Union National Bank November 2003 - March 2004
Bank of America September 1998 - December 2003
First Union National Bank April 1997 - September 1998
Resolution Software Limited 1995 - 1996
Skills
Software Quality..., Performance Testing, Test Automation, Quality Center, Quality Assurance, SDLC, Testing, Unix, QTP, Integration, Agile Methodologies, LoadRunner, Oracle, Test Planning, Test Management, Management, Strategic Leadership, Technical Leadership, Team Leadership, Cross Functional..., Performance Tuning, SQL, Databases, Software Development, Software Project..., Enterprise Software, Process Improvement, Requirements Analysis, Data Warehousing, System Testing, Data Center, User Acceptance Testing, .NET, Agile Project Management, Security, Scrum, HP Quality Center
Education
Ramapo College of New Jersey 2012 — 2015
Master of Business Administration (M.B.A.), Master in Business Administration, International Leadership
University of Richmond - Robins School of Business 1979 — 1983
Bachelor of Science, Business Administration and Management, General
G. C. Marshall HS 1976 — 1979
High School Diploma
Prudential Financial July 2012 - Present
Merck 2009 - 2011
Schering-Plough 2006 - 2009
Mellon Financial 2004 - 2006
Pcubed 2000 - 2004
Prudential Insurance 1997 - 2000
First Union National Bank 1995 - 1997
First Fidelity Bank 1993 - 1995
Skills
Process Improvement;, Cross Functional Team..., Project Management, Program Management, Procurement, Consulting, Issues Management, Collaborative, Team Motivator, Attention To Detail, Project Planning, Change Management, Developing Client..., Developing Staff, Vendor Management, Supply Management, Strategic Sourcing, Process Improvement, Sourcing, Cross-functional Team..., Leadership, Management, Business Process, Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
US Bank Vice President-Relationship Manager, Institutional Custody AdministrationWachovia Bank, N.A.2004 - 2006
First Union National Bank 1998 - 2004
CoreStates Bank, N.A. 1996 - 1998
CoreStates Bank, N.A. 1993 - 1996
CoreStates Bank, N.A. 1991 - 1993
CoreStates Bank, N.A. 1988 - 1991
Fund/Plan Services, Inc. 1986 - 1988
First Pennsylvania Bank 1984 - 1986
Skills
Banking, Securities, Wealth Management, Commercial Lending, Series 7, Portfolio Management, Mutual Funds, Investments, Commercial Banking, Loans, Sales Management, Risk Management, Fixed Income, Financial Services, Bonds, Leadership, Credit, Business Development, Small Business Lending, Relationship Management, Asset Management, Management, Cash Management, Mortgage Lending, Payments, Finance
Education
Rider University 1979 — 1983
Bachelor of Science in Commerce, Business Administration and Finance
Ally Financial Inc. March 2008 - June 2015
Bank of America 2002 - 2008
Wachovia 1999 - 2002
First Union National Bank November 1998 - November 1999
First Union National Bank October 1995 - November 1998
First Union National Bank August 1988 - October 1995
Skills
Customer Experience, E-commerce, E-business, Vendor Management, Customer Experience..., Contact Center Design, Social Media, Emerging Technologies, Digital Marketing, Strategy, Financial Services, Leadership, Banking, Process Improvement, Management, Risk Management
Education
Queens University of Charlotte 1994 — 1996
Executive MBA
University of North Carolina at Chapel Hill 1978 — 1982
Bachelors Degree
The Employers Association July 2006 - Present
Wachovia 2005 - 2006
MetLife 2003 - 2004
Donaldson, Lufkin & Jenrette 2000 - 2003
First Union National Bank 1997 - 2000
Wachovia 1995 - 1997
Skills
Employee Relations..., Training Design and..., Internal Investigations, Audits, Department Leader
Education
Salem College 1989 — 1993
BA
RJ Reynolds High School
Xerox May 2015 - Present
Santander Bank, N.A. July 2013 - May 2015
Monmouth Medical Center 2011 - 2012
Community Medical Center August 2008 - February 2011
De La Salle Hall January 2008 - August 2008
Prudential Financial February 2000 - June 2007
Sovereign Bank January 1996 - February 2000
First Union National Bank January 1995 - January 1996
Skills
Mutual Funds, IRAs, Call Centers, Customer Service, Banking, Healthcare, Microsoft Excel, Microsoft Word, Finance, Insurance
Education
Seton Hall University 2008 — 2009
Bachelor's Degree, Nursing
Seton Hall University 1998 — 1999
Bachelor's Degree, History
Retired 2012 - Present
Kitty Hawk Capital September 1997 - January 2012
First Union National Bank April 1996 - September 1997
Barclays American Leasing April 1970 - January 1996
Skills
Accounting Management, Accounting Consulting, Computer-savvy, Financial Analysis, Corporate Finance, Due Diligence, Financial Modeling, Payroll Services, Payroll Taxes, General Ledger
Education
Garinger HS, Charlotte NC
Queens University of Charlotte
Accounting
Ericsson Services April 2011 - Present
Erisson 2013 - 2014
SunTrust Bank August 2005 - July 2008
SPRINT COMMUNICATIONS September 2000 - June 2005
First Union National Bank July 1997 - August 2000
First Union National Bank September 1987 - July 1997
UNITED STATES SECRET SERVICE September 1986 - September 1987
Skills
Banking, Customer Service, Loans, Credit, Telecommunications, Mortgage Lending, Software Documentation, Training, Leadership, Finance, CRM, Sales, Networking, Microsoft Excel, Wireless, Coaching, Sales Management, Call Centers, Negotiation, Retail, Business Analysis, Vendor Management, Process Improvement, Team Building, Switches, Customer Retention, Financial Analysis, Team Leadership, Time Management, Budgets, Troubleshooting, Management, Disaster Recovery, Project Planning, Risk Management, Computer Network..., Security, Routing, Human Resources, CDMA, Project Management, Strategic Planning, VoIP, Routers, Frame Relay, T1, New Business Development, Analysis, Marketing, Windows
Education
Saint Leo University 2014 — 2016
Master of Business Administration (M.B.A.), Business
Saint Leo University 2010 — 2013
Business Administration / Management, Business Management, 3.65
Central Piedmont Community College 1988 — 1991
Courses, Banking, Corporate, Finance, and Securities Law
American Business & Fashion Institute 1986 — 1987
Certificate, Business Administration, Management and Operations
JPMorgan Chase 2002 - Present
First Union National Bank 1987 - 2002
Continental Illinois National Bank March 1970 - February 1987
Skills
Banking, Trade Finance, Credit, Investment Banking, Financial Risk, Payments, Risk Management, Management, KYC, Letters of Credit, Credit Risk, Loans, Commercial Banking, AML, Cash Management, Operational Risk
Education
Roosevelt University 1970 — 1975
Bachelor's degree, Finance, General
DDeMarco Consulting May 2010 - Present
TD Bank October 2011 - May 2013
MetLife Bank October 2000 - April 2010
Hudson United Bank June 1998 - October 2000
First Fidelity Bank October 1983 - June 1998
First Union National Bank 1996 - 1998
First Fidelity 1982 - 1998
Skills
Banking, Call Center, Bank Operations, Retail Banking, CRM, Mortgage Lending, Vendor Management, Risk Management, Loans, Change Management, Credit, Auditing, Management, Leadership, Portfolio Management, Call Centers, Customer Service, Financial Services, Integration, Executive Management, Training, Project Management, Start-ups, Finance, Consumer Lending, Mergers
Education
Rutgers, The State University of New Jersey-New Brunswick 1970 — 1974
Bachelor of Science (BS)
Lyon Real Estate August 2009 - Present
Five Star Bank - California January 2011 - November 2011
Wachovia February 2007 - August 2008
World Savings/Wachovia 2003 - 2006
World Savings 2002 - 2006
Indymac Bank August 2000 - December 2001
The Money Store/ First Union Bank October 1992 - August 2000
First Union National Bank 1997 - 2000
The Money Store/First Union 1996 - 2000
The Money Store 1996 - 2000
Skills
Loan Origination, Portfolio Management, Negotiation, Short Sales, Mortgage Banking, Loans, Commercial Lending, Leadership, Underwriting, Refinance, Mortgage Underwriting, Real Estate, Mortgage Lending, Management, Loan Servicing, Single Family Homes, FHA
Education
Sacramento City College 1996 — 2000
Associate of Arts (AA), Criminal Justice/Law Enforcement Administration
Sacramento City College
Associate of Arts (AA), Criminal Justice/Law Enforcement Administration
Capital One July 2014 - Present
ICONMA September 2012 - July 2014
Captal One August 2012 - July 2014
Vaco Technology June 2011 - March 2012
Wachovia, A Wells Fargo Company 1998 - 2010
First Union National Bank 1997 - 1998
Ladenberg Thalman 1994 - 1997
Skills
Voice Mail, PBX, IP, Telecommunications, Modular Messaging, Meridian, T1, IPC, AVAYA, Avaya, VoIP, Service Delivery, Management, Project Management, Program Management, Avaya Technologies, Business Analysis
Education
Roger Williams University
BS, Marketing
Roger Williams University
BS, Marketing
Duke Energy Corporation January 2013 - Present
Duke Energy Corporation May 2009 - January 2013
Duke Energy Corporation March 2008 - May 2009
Duke Energy Corporation September 2002 - March 2008
Duke Energy September 2001 - September 2002
First Union National Bank January 2001 - September 2001
First Union National Bank October 1999 - January 2001
First Union National Bank August 1998 - October 1999
Compass Group USA August 1997 - August 1998
Solid Computer Decisions August 1996 - August 1997
Skills
Microsoft SQL Server, Oracle, Visual Basic, SQL, ASP.NET, IT Management, Test Automation, System Deployment, Active Directory, Digital Signage, PeopleSoft, Visual Studio, Data Warehousing, Software Development
Education
University of North Carolina at Charlotte - Belk College of Business 1992 — 1997
Bachelor of Science (BS), Management Information Systems, General
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
Bachelor of Science (BS), Operations Management and Supervision
Queens University of Charlotte
Master of Business Administration (M.B.A.), Professional MBA
Mom Corps December 2014 - Present
Baker Mills Photography June 2013 - Present
Bank of America 2010 - 2013
Bank of America 2007 - 2010
Bank of America 2003 - 2007
First Union National Bank 1998 - 2002
Siegling America 1991 - 1997
Duke Energy 1989 - 1991
Apple 1987 - 1989
Skills
Risk Management, Change Management, Process Improvement, Business Analysis, Strategic Planning, Program Management, Analysis, Business Planning, Training, Business Process..., Social Media, Project Planning, Cross-functional Team..., Vendor Management, Financial Services, Integration, Six Sigma, Technical Writing, Entrepreneurship, Banking, Customer Service, Team Building, PMO, Operations Management, Leadership Development, Change Leadership, Corporate Communications, Internal Communications, Operational Risk..., Business Continuity, Operational Excellence, Reliability, Compliance, Business Strategy, Relationship Management, Financial Risk, Requirements Gathering, Customer Relations, Business Intelligence, Administration, Planning, Problem Solving, Mentoring, MS Project, Budgeting, PMP, Editing, Business Process, Corporate Governance, Content Writing
Education
Queens University of Charlotte 2009 — 2011
E-MBA, McColl School of Business
University of North Carolina at Charlotte 2004 — 2006
PMI Certification
Saint Mary's College 1983 — 1987
BA, Business, Mass Communications, English
University of Notre Dame 1983 — 1987
Business, Philosophy, pre-Law
Stella & Dot January 2015 - Present
Middleton Household November 2008 - Present
Security Bank July 2007 - October 2008
Robins Federal Credit Union February 2006 - July 2007
Coldwell Banker Real Estate January 2005 - February 2006
The Blood Connection February 2003 - October 2004
Presbyterian College May 2000 - February 2003
First Union National Bank July 1999 - May 2000
Skills
Marketing, Marketing Communications, Strategic Planning, Sales, Customer Service, Public Relations, Editing, Advertising, Event Planning, Public Speaking, Social Media, Event Management, Research, Social Media Marketing, Social Networking
Education
Presbyterian College 1995 — 1999
Bachelor of Science, Political Science
Edgy Elegance Photography January 2007 - Present
3SX Performance Automotive January 2001 - Present
First Union National Bank January 1998 - January 2001
Chicago-Soft, Ltd January 1995 - January 1998
Skills
Computers, Photography, Web Development, Interpersonal..., Web Design, Advertising
Education
Plymouth State University 1994 — 1997
MBA, Business
Plymouth State College
Bachelor of Science, Marketing
Munich American High School 1985 — 1989
Darmstadt American Middle School 1982 — 1985
Small Business Owner January 2012 - Present
Wells Fargo Bank April 2009 - October 2011
Wachovia, A Wells Fargo Company February 2007 - June 2009
Wachovia, A Wells Fargo Company May 2005 - January 2007
First Union National Bank 1995 - 2000
Skills
Cross Selling, Retail, Mergers, Budgeting, Call Center, Cross-functional Team..., Strategic Planning, Banking, Call Centers, Coaching, Leadership, Budgets, Mergers & Acquisitions, Sales Management, Credit, Management, Process Improvement, Financial Analysis, Operations Management, Team Building, Business Development, Training, Sales, Retail Banking, Recruiting, Finance, Financial Services, Consumer Lending, Loans, Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Risk Management, Loan Origination, Lines Of Credit, Treasury Management
Education
Radford University 1985 — 1989
Bachelor of Science, Business Management
ProTect Painters of Covington January 2012 - Present
1 to 1 BNI 2012 - Present
Northwest Financial Services Company May 2009 - Present
Clean Power Finance April 2009 - May 2010
1st Security Bank of Washington October 2002 - December 2008
KeyBank Home Improvement Division 2000 - 2002
First Financial Corporation January 1998 - January 2000
First Union National Bank January 1998 - January 1999
Empire Funding January 1996 - January 1998
Green Tree January 1991 - March 1996
Skills
Credit, Business Development, Sales, Sales Management, Management, Risk Management, Sales Operations, Selling, Banking, Process Improvement, Mergers & Acquisitions, Negotiation, Training, Strategic Partnerships, Product Development, Finance, Project Management, Loans, Customer Service, Marketing, Program Management, B2B, Exterior Finishes, Painting, Exterior Restoration, Interior Trim, Protective Coatings
Education
Villanova University 2010 — 2011
CSSGB, Six Sigma Green Belt Certificate
Seattle Pacific University - School of Business and Economics 1993 — 1996
MBA
University of Oregon 1978 — 1981
BS, Journalism-Business
Wells Fargo August 1998 - Present
First Union National Bank 1996 - 1998
First Data Corporation 1993 - 1996
Skills
SDLC, Agile Methodologies, Oracle
Education
Rochester Institute of Technology 1987 — 1992
Bachelors, Computer Science
Bank of America November 2013 - Present
Bank of America August 2010 - November 2013
GE Capital December 2006 - August 2010
GE Money 2004 - 2006
Bank of America 2003 - 2004
Bank of America 2001 - 2003
Bank of America 1999 - 2001
Accenture 1997 - 1999
First Union National Bank 1993 - 1995
Skills
Credit Cards, Risk Management, Credit, Relationship Management, Analytics, Credit Risk, Financial Analysis, Banking, Segmentation, Portfolio Management, Financial Modeling, Financial Risk, Consumer Lending, Process Improvement, Risk Analytics, Six Sigma, Credit Analysis, Financial Services, Retail Banking, Strategic Planning, Management, Strategy
Education
Radford University 1989 — 1993
BBA, Marketing
various community organizations 1999 - Present
First Intersate Bank 1991 - 1993
Bank One 1990 - 1991
First Union National Bank 1988 - 1990
Honeywell Inc. 1986 - 1988
Education
Purdue University 1982 — 1986
BS, Supervision, minor Industrial Eng.
Bollin Ligon Walker REALTORS April 1989 - Present
First Union National Bank June 1986 - December 1988
Skills
Real Estate
Education
Presbyterian College 1982 — 1986
B.S., Business Administration
Security National Mortgage Company August 2014 - Present
I G Lending January 2000 - September 2014
First Union National Bank 1996 - 2000
Skills
Loans, Credit, Commercial Lending, Residential Mortgages, Investment Properties, Refinance, Real Estate Transactions, Lines Of Credit, Loan Origination, Commercial Mortgages, Mortgage Lending, Mortgage Banking, Small Business Lending, Residential Homes, FHA, Asset Based Lending, Real Estate Financing, Credit Analysis, Consumer Lending, Real Estate Economics, Underwriting, USDA, Commercial Banking, Financial Structuring, FHA financing, VA loans, Commercial Real Estate, Commercial Finance, VA Loans, FHA Financing
Education
San Diego City College
Harbor Capital Management, Inc. March 1997 - Present
First Union National Bank January 1995 - March 1997
Corporate Plans & Services March 1992 - January 1995
Skills
Certified Financial..., 401(k) Advisor
Education
Queens University of Charlotte
Financial Planner Program
Winthrop University
Bachelor's degree, Accounting
Time Warner Cable Business Class February 2008 - Present
Fidelity Mortgage August 2007 - December 2007
Yellowpages.com November 2006 - July 2007
Transunion Settlement Solutions September 2002 - February 2005
XO Communications January 2000 - January 2002
First Union National Bank September 1997 - September 1999
Skills
Customer Satisfaction, Telecommunications, Territory, Account Management, Sales Management, Sales Operations, Salesforce.com, Selling, Wireless, Sales, Direct Sales, Call Center, Customer Retention, CRM, Management, Training, Call Centers, Enterprise Software, Leadership
Education
Shippensburg University of Pennsylvania 1994 — 1998
BS, Political Science
Shippensburg University 1992 — 1996
Bachelor of Science (BS), Political Science
Wells Fargo Bank August 2012 - Present
Wells Fargo February 2009 - August 2012
Wachovia, A Wells Fargo Company April 2006 - February 2009
Wachovia, A Wells Fargo Company February 2005 - April 2006
First Union National Bank June 1998 - February 2005
Skills
Strategic Planning, Leadership, Coaching, High Performance Teams, Retail Banking, Banking, Commercial Banking, Strategy, Management, Business Planning, Leadership Development, Finance, Analysis, Budgets, Sales
Education
Rutgers University-New Brunswick 1986 — 1991
Bachelor of Arts, English, History, Math
Bailey Publishing & Communications, Inc. June 2003 - Present
Children's Home Society September 2001 - June 2003
First Union National Bank July 1996 - July 2001
Skills
Copy Editing, Typing, Data Entry, Public Records, Transcribing, Microsoft Office, English grammar, Spelling, Vocabulary, Legal Documents, Internet Explorer, Adobe Acrobat, Journalism
Education
University of Houston 1975 — 1977
University of Houston, English Language and Literature, General
University of Houston 1975 — 1977
BA, English Language and Literature, General
San Jacinto College 1970 — 1971
Pfeiffer University November 2010 - Present
S.C. Financial Services Association September 2007 - Present
Asbury Management Group, Inc. April 2005 - Present
American Financial Services Association-Independents March 2009 - April 2012
Citifinancial / Citigroup January 2004 - March 2005
Washington Mutual Finance (a Washington Mutual Bank subsidiary) 1997 - 2004
Aristar, Inc. (a Great Western Bank subsidiary) 1992 - 1997
Capitol Finance Group, Inc. (a First Union National Bank subsidiary) 1987 - 1992
First Union National Bank 1987 - 1988
First Union National Bank 1985 - 1987
Education
Pfeiffer University 1985 — 1987
MBA, Finance
Pfeiffer University 1974 — 1978
B.S., Business Administration / Economics
Weber & Associates, Inc. September 2014 - Present
Brian Snipes Consulting April 2013 - Present
Universidad del Valle de México June 2010 - April 2013
Gulfstream Marine Finance June 2001 - May 2010
Wachovia Securities, LLC February 2000 - June 2001
First Union National Bank January 1999 - February 2000
Skills
Strategic Planning, Marketing Strategy, Leadership, Business Strategy, Sales, Business Planning, Start-ups, Marketing, Market Research, Management, New Business Development, Project Management, Financial Analysis, Sales Management, Team Leadership, Social Media, Strategy, Analysis, Microsoft Office, Public Speaking, Budgets, Negotiation, Insurance, Excel, PowerPoint, Spanish, Problem Solving, Research, Product Development, Financial Modeling, Microsoft Excel, Microsoft Word, Program Management, Customer Service, Customer Relations, Budgeting, Word, Online Marketing, Access, Competitive Analysis, Team Building, Change Management, Project Planning, Entrepreneurship, Management Consulting, Business Development, Coaching, Banking, Business Analysis
Education
University of Florida - Warrington College Of Business 2008 — 2010
MBA, Masters of Business Administration
Rollins College 1994 — 1998
BA, Economics, Business Administration
Christ Church Episcopal School 1990 — 1994
HS Diploma
Huntingdon Valley Bank November 2008 - Present
Sun National Bank October 2007 - October 2008
Citizens Bank June 2005 - June 2006
First Union National Bank 2001 - 2005
First Union National Bank 2001 - 2005
First Union/Wachovia Bank 1983 - 2005
Skills
Banking, Loans, Mortgage Lending, Commercial Lending, Credit, Commercial Banking, Business Development, Customer Service, Mergers & Acquisitions, Marketing Management, Change Management, Performance Management, Building Relationships, Strategic Sales, Organizational..., Process & Procedures, Strategic Hiring, Staff Development, Business Develop, Marketing Event Planning, Department Budgeting, Non-Deposit Program..., Small Business Lending, Owner Occupied, Remote Deposit Capture, Mortgage Banking, Business, Team Building, Management, Coaching, Training, Sales, Risk Management, Recruiting, Sales Management, Finance, Business Planning, Human Resources, Analysis, Budgets, Program Management, Lines Of Credit, Consumer Lending, Leadership, Strategic Planning, Small Business, Public Speaking, Financial Services, New Business Development
Education
Philadelphia University 2015 — 2017
Bachelor's Degree, Organizational Leadership
University of Phoenix 2002 — 2004
Associate's degree, Business Administration and Management, General
College Roadmap Group LLC October 2013 - Present
Hennion & Walsh November 2008 - September 2013
Scottrade November 2001 - May 2008
Charles Schwab June 2000 - November 2001
Charles Schwab December 1998 - June 2000
First Union National Bank December 1997 - December 1998
Charles Schwab June 1996 - December 1997
Charles Schwab June 1983 - December 1993
Skills
Customer Service, Series 7, Series 63, Series 24, Series 9, Series 10, CCPS, Wealth Management, Retirement Planning, Investments, Mutual Funds, Management, Portfolio Management, Asset Management, Leadership, Financial Planning, Securities, Investment Advisory, Financial Services, Asset Allocation, Risk Management, Retirement
Education
Saint Michael's College 1975 — 1978
Business
Ramapo High School 1970 — 1974
Bank of the Ozarks July 2015 - Present
Altavista Wealth Management, Inc. May 2014 - July 2015
First Citizens Bank May 2003 - May 2014
Wachovia Bank, N.A. July 1996 - May 2003
First Union National Bank June 1993 - July 1996
First Union National Bank July 1987 - June 1993
Skills
Personal Trust..., Investment Management, Certified Financial..., Leadership, Estate Planning
Education
Queens University of Charlotte
BA, English, History
College for Financial Planning 1999 — 2000
CFP, Financial Planning
Self-Employed March 2014 - Present
Examiner.com August 2012 - December 2012
International Paper March 2011 - August 2012
Robert Half Technology January 2011 - February 2011
Pema Karpo Meditation Center September 2009 - January 2011
Polk County School Board August 2007 - February 2008
Blockbuster Video March 2003 - October 2003
Alexandria's Vault February 2001 - March 2003
Blockbuster Video July 1999 - February 2001
First Union National Bank February 1998 - August 1999
Skills
Writing, Technical Writing, Copywriting, Content Writing, Editing, Blogging, Research, Academic Writing, Computer Hardware, Windows 7, Network Administration, Microsoft Office, Social Media, Customer Service, Public Speaking, Fundraising, Non-profit Experience, Computer Repair, Computer Maintenance, General Business..., Microsoft Operating..., Wireless Networking, Computer Security, Organizing
Education
University of South Florida 2003 — 2007
Bachelor of Arts Degree, History
ITT Technical Institute 2009 — 2010
Associate of Applied Science Degree, Information Technology - Computer Network Systems
Polk State College 1998 — 2001
Associate of Arts Degree, History
Grassroots Organizers Training for Power 2008 — 2008
Eastern University November 2014 - Present
Eastern University January 2013 - Present
NHS Human Services February 2014 - May 2014
American European Insurance Group, Inc March 2011 - June 2012
Word of Life Fellowship, Inc. February 2001 - October 2010
Word of Life Fellowship January 2001 - March 2006
First Baptist Church of Woodstock March 2005 - May 2005
Escuela Americana January 2004 - May 2004
First Union National Bank December 1999 - January 2001
Skills
Spanish, Translation, Public Speaking, Teaching, Customer Service, Teaching English as a..., Higher Education, Microsoft Excel, Microsoft Office, Youth Mentoring, Youth Leadership, ESL, Spanish-English, Tutoring, Multi-line Phone, Multilingual, Youth Programs, Microsoft Word, Bilingual, Typing, Interpretation, Experience Working with..., Spiritual Counselor, Evangelism, Bookkeeping, Marketing, Language Teaching, Bible teaching, Crisis Counselling, Secretarial Skills, Insurance, Religious Studies, Simultaneous..., Discipleship, Interpreting, Editing, Child Life Specialist, Transcription
Education
Regent University 2015 — 2018
Master's Degree, Clinical Mental Health Counseling
Tennessee Temple University 2011 — 2014
Bachelor of Science (B.S.), Counseling Psychology
Word of Life Bible Institute 1997 — 1998
Diploma, Theology
Instituto Biblico Palabra de Vida, Argentina 1996 — 1997
Diploma, Theology
Beth Harrelson Consulting, LLC 2011 - Present
Wells Fargo Corporation 2007 - 2009
Wachovia Corporation 2005 - 2007
Wachovia Corporation 2000 - 2004
First Union National Bank 1988 - 2000
Skills
Performance Consulting, Banking, Organizational..., Financial Services, Executive Coaching, Strategic Planning, Communications Coach, Productivity Trainer..., DISC, Workplace Big 5, Targeted Selection..., Coaching, Performance Management, Leadership Development, HR Consulting, Consulting, Succession Planning, Strategy, Process Improvement, Leadership, Program Management, Relationship Management, Career Development, Workshop Facilitation, Change Management, Organizational..., Commercial Banking, Management, Team Building
Education
Queens University of Charlotte
Masters of Organization Development
University of North Carolina at Charlotte
Business
TIAA-CREF February 2007 - Present
Beacon Trust February 2006 - February 2007
PNC Advisors June 2001 - June 2006
First Union National Bank May 1998 - June 2001
First Union National Bank April 1993 - June 1998
Skills
Portfolio Management, Equity Research Analysis, Economic Research, Fixed Income Analysis, New Business..., Performance Appraisal, Written & Oral..., Client Development, Client Communication, CFA Level I passed, Wealth Management, Equity Research, Trading, Financial Risk, Asset Allocation, Fixed Income, Investments, Asset Management, Alternative Investments, Management, Investment Strategies, Mutual Funds, Equities, Hedge Funds
Education
Rider University 1987 — 1991
Bachelor of Science (BS), Finance, General
TIAA-CREF May 2013 - February 2015
TIAA-CREF June 2010 - May 2013
Damselfly Consulting January 2006 - February 2010
HR XCEL September 2004 - April 2007
Baker & Taylor July 2000 - September 2003
Southern Shows, Inc. September 1998 - July 2000
The Nabatoff Group Strategic Marketing Firm January 1997 - September 1998
First Union National Bank May 1996 - August 1997
Skills
Project Management, Marketing Event Planning, writing, Client Relations Skills, Cost Reduction/Avoidance, Process Improvement..., Marketing Strategy, Strategic Public..., Design-Build, Large Budget Management, Collaborative Leadership, Agency Relationship..., Cross Functional Team..., Integrated Marketing, Financial Services, Direct Mail, Strategy, Marketing Communications, Process Improvement, Press Releases, Newsletters, Direct Marketing, Public Relations, Sales, Marketing, Leadership, Advertising
Education
Queens University of Charlotte 1994 — 1998
Bachelor of Arts (B.A.), Corporate Communications
National Multiple Sclerosis Society July 2015 - Present
TSYS October 2013 - May 2015
Cascade Hills August 2011 - September 2013
Cascade Hills May 2006 - September 2013
Cascade Hills May 2006 - September 2013
Gold's Gym October 2008 - January 2011
Chocolate Fountain City April 2006 - August 2009
First Union National Bank July 2000 - December 2000
U.S. Bank April 1999 - July 2000
Skills
Volunteer Management, Non-profits, Public Speaking, Fundraising, Leadership, Event Planning, Teaching, Customer Service, Social Media, Editing, Time Management, Public Relations, Church Music, Team Building, Administrative..., Nonprofits, Management, Sales, Music Licensing, Analysis, Microsoft Office, Project Management, Social Media Marketing
Education
Regis University 2011 — 2012
Masters of Science in Management, Organizational Leadership
University of Northern Colorado 1995 — 1998
Bachelor of Arts (B.A.), Liberal Arts
Westcor Land Title Insurance Company July 2012 - Present
First Choice Bank-Mortgage Division February 2010 - December 2011
First Choice Bank February 2010 - December 2011
Chase Home Finance October 1996 - November 2008
JPMorgan Chase 1996 - November 2008
Chase Home Finance 1996 - November 2008
Chase Home Mortgage 1996 - 2008
JPMorgan: Chase Home Finance 1996 - 2002
First Union National Bank 1993 - 1996
first fidelity 1993 - 1996
Skills
Internal Controls, Mortgage Banking, Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Financial Management, Financial Accounting, Change Management, Risk Management, Operational Risk..., Accounting, Process Improvement, Internal Reporting, Risk Assessment, Risk Mitigation, Accounts Payable, Cash Management, Trend Analysis, Staff Mentoring, Executive Management, Executive Reporting, Controller, Managerial Finance, Strategic Financial..., Sales, Title Insurance, Communication Skills, Community Development, Cross-functional Team..., Team Leadership, Loans, Credit, Loan Origination, Strategy, Closings, Auditing, FHA, Refinance, Underwriting, Escrow, Residential Mortgages, Mortgage Servicing, Banking, Financial Services, Commercial Mortgages, VA loans, Construction Loans, Real Estate, Mortgage Underwriting
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1987
B.S., Accounting
Peapack-Gladstone Bank February 2014 - Present
Peapack-Gladstone Bank May 2013 - Present
M & T Bank May 2006 - May 2013
Wachovia Bank, N.A July 2003 - April 2006
First Union National Bank September 1995 - July 2003
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Moody's KMV Financial..., Loan Servicing, Account Management, Customer Oriented, Customer Service, Self-driven, Multi Tasking, Confidentiality, Business Planning, Sales, Analysis, Public Speaking, Financial Services, Loans, Data Analysis, Financial Analysis, Management, Leadership
Education
The Risk Management Association Commercial Lending School 2010 — 2010
LaSalle University 2004 — 2008
Master of Arts, Professional Communication
Rider University 1991 — 1995
Bachelor of Science, Business Mgmt. & Organizational Behavior
Federal Reserve Bank of Richmond April 2014 - Present
Capital One June 2011 - April 2014
Wells Fargo Bank September 2009 - May 2011
Wachovia Bank April 2006 - September 2009
Wachovia Bank, NA January 2001 - April 2006
First Union National Bank January 2000 - January 2001
First Union National Bank September 1998 - January 2000
Peebles Department Store June 1997 - September 1998
Education
Radford University - College of Business and Economics 1993 — 1997
Business Administration, Organizational Management
Bank of America April 2013 - Present
Bank of America April 2012 - April 2013
Bank of America February 2010 - April 2012
Bank of America April 2009 - February 2010
Bank of America January 2007 - December 2008
Bank of America November 2003 - January 2007
Bank of America 2000 - 2004
First Union National Bank 1994 - 1996
Skills
Relationship Management, Banking, Financial Services, Change Management, Risk Management, Leadership, Business Analysis, Business Process..., Strategy, Program Management, Strategic Planning, Operations Management, Project Management, Analytics, PMO, Team Management, Integration, Project Planning, Human Resources, Marketing, Management, Vendor Management, Finance, Process Improvement, Executive Management, Portfolio Management
Education
Queens University of Charlotte 1995 — 1998
MBA, Business
University of North Carolina at Chapel Hill 1989 — 1991
BA, Radio, Television, Motion Pictures
VIVUS, Inc. June 2015 - July 2015
Eisai Pharmaceuticals February 2008 - June 2015
The Ledger January 2006 - February 2008
St. Johns County School Board January 2000 - January 2003
UPS January 1998 - January 2000
First Union National Bank January 1995 - January 1997
Skills
Sales Operations, Pharmaceutical Sales, Sales, Selling, Leadership, Gastroenterology, Management, Strategy, Neurology, Sales Process, Selling Skills, Pulmonology, Sales Management, Endocrinology, Managed Care, Urology, Pharmaceutical Industry, Cardiology, OB/GYN, Psychiatry, Internal Medicine, Family Medicine, Osteopathic..., Strategic Planning, Key Account Management, Business Development, Cold Calling, Networking, New Product..., Conference Coordination, Conventions, Budget Management, Team Mentoring, Team Leadership, Strategic Communications, Sample Management
Education
Warner Southern College 1998 — 2000
Bachelors, Education
Polk State College 1995 — 1997
Associate of Arts
Ferrum College January 2013 - Present
Ferrum College October 2011 - January 2013
Roanoke College July 2004 - August 2010
Roanoke College July 2000 - June 2004
CVS Pharmacy July 1997 - July 2000
First Union National Bank July 1994 - June 1997
Skills
Non-profits, Fundraising, Research, Student Affairs, Public Relations, Higher Education, Grant Writing, Student Development, Microsoft Word, Microsoft Excel, Microsoft Office, Management, Customer Service, Project Management, Community Outreach, Public Speaking, Teaching, Statistics, Data Analysis, Event Planning, Nonprofits
Education
Roanoke College 1989 — 1993
BA, History
Gruber Real Estate Agency, Inc. December 2002 - Present
First Union National Bank June 2001 - December 2002
Nicole Miller March 1998 - May 2000
Skills
Real Estate
Education
Philadelphia University 1994 — 1996
Bachelors, Business Administration - Fashion Merchandising
Rowan University 1991 — 1994
Capital One Bank August 2010 - Present
Fifth Third Bank 2007 - 2008
Wachovia Bank 2004 - 2006
First Union National Bank 2001 - 2006
Wachovia 1986 - 2006
Skills
Banking, Marketing Communications, Financial Services, Relationship Management, Strategic Planning, Strategy, Business Development, Sales, Team Building, Business Planning, Leadership
Education
Salem College 1976 — 1979
BA, English
Wilmington Trust April 2012 - Present
M&T Bank February 2008 - April 2012
M&T Bank November 2003 - February 2008
Legg Mason November 2000 - October 2003
Wells Fargo March 1999 - November 2000
National City Bank September 1998 - March 1999
First Union National Bank August 1996 - September 1998
Crestar Bank December 1995 - August 1996
NationsBank September 1987 - December 1995
Skills
Securitization, Escrow, Bonds, Trusts, Administration, Structured Finance, Public Finance, Equipment Finance, ABS, MBS, Investments, Bankruptcy, Restructuring, Default, Management, Banking, Finance, Financial Services, Securities, Portfolio Management, Capital Markets, Investment Management, Mergers & Acquisitions
Education
Randolph-Macon College 1983 — 1987
B.A., Political Science
Towson University 2004 — 2009
Accounting
Cannon Financial Institute 1994 — 1997
CCTS, Corporate Trust
Schneider Electric December 2013 - Present
GE Energy December 2010 - December 2013
Spencer Title and Abstract October 2005 - May 2006
First Union National Bank July 1998 - May 2001
DataNational, Inc July 1997 - April 1998
Mill Mountain Coffee & Tea October 1994 - June 1997
Skills
Business Development, Team Building, Training, Account Management, Customer Service, Marketing Strategy, Sales, New Business Development, Banking, Sales Management, Sales Operations, Proposal Writing, Program Management, Project Management
Education
Roanoke College 1993 — 1997
Bachelor of Arts, Sociology
The Lawrenceville School 1990 — 1992
Broadridge Inc. July 2012 - December 2012
Jefferies & Co. Inc August 2011 - May 2012
Jefferies & Co. Inc. June 2007 - August 2011
Pinnacle Associates September 2006 - June 2007
BKF Management/John A. Levin & Co. Inc October 2000 - April 2006
First Union National Bank November 1999 - August 2000
Family Management October 1998 - November 1999
Glickenhaus & Co. Inc July 1991 - October 1998
Education
Saint Peter's University
BA, English /Journalism
Info Tech April 2011 - Present
Bowne / RR Donnelley September 2005 - January 2011
Bowne September 1999 - September 2005
BCTCollege January 1994 - January 1999
First Union National Bank 1990 - 1994
Ernst & Young January 1986 - January 1989
Ernst & Young 1986 - 1989
Skills
Process Improvement, Vendor Management, SharePoint, Project Management, Software Documentation, Training, Requirements Analysis, Adobe Acrobat, Management, Analysis, Customer Service, XML, Troubleshooting, HTML, Business Analysis, Program Management, Testing, Team Building, Technical Support, Account Management
Education
Shaw University 1989 — 1992
Psychology, Speech Pathology/Audiology
Charles Schwab October 2013 - Present
Fidelity Investments August 2010 - September 2012
Charles Schwab 1999 - 2010
First Union National Bank 1994 - 1999
Skills
Financial Services, Investments, Mutual Funds, Securities, Series 63, Series 7, Wealth Management, Asset Management, Asset Allocation, Retirement Planning, Management
Education
Rutgers University 1990 — 1994
BA, English
PayPal 2012 - 2014
US Department of Homeland Security October 2010 - November 2012
SunLife Financial April 2007 - July 2009
HSBC October 2004 - October 2006
GE Consumer Finance June 2000 - October 2004
GE Capital July 1999 - June 2000
GE Plastics May 1998 - July 1999
General Electric November 1997 - May 1998
First Union National Bank August 1996 - August 1997
Skills
Process Improvement, Six Sigma, Cross-functional Team..., Business Process..., Operational Excellence, Change Management, Financial Analysis, Vendor Management, Management Consulting, Business Analysis, Risk Management, Project Portfolio..., Management, Process Management, Program Management, Analysis, Strategy, Training, Business Transformation, PMP, Project Management, Leadership, Operations Management, PMO, SDLC, Strategic Planning
Education
Rutgers, The State University of New Jersey-New Brunswick
BS
University of Pittsburgh
MBA
Johnson & Johnson Consumer 2010 - Present
Johnson & Johnson December 2006 - 2010
Pfizer January 2002 - December 2006
First Union National Bank February 1987 - January 2002
Skills
Management, Cross-functional Team..., Meeting Planning, Customer Service, Trade Shows, Pharmaceutical Industry, Event Management, Strategic Planning, Contract Negotiation, Product Launch, Account Management, Sales Management, Sales, Budgets, Forecasting, Sales Operations
Education
Rutgers University-New Brunswick 1975 — 1979
Bank of America July 2015 - Present
Bank of America July 2001 - June 2015
Bank of America February 2001 - July 2001
Wachovia Securities, LLC February 2000 - February 2001
Royal & Sun Alliance June 1999 - February 2000
First Union National Bank May 1998 - May 1999
Rubamin Systems, India August 1996 - December 1997
Skills
Sybase, SDLC, Software Project..., SOA, Oracle, Data Warehousing, Visual Basic, Vendor Management, Solution Architecture, Business Analysis, Unix, ASP, Requirements Analysis, Datastage, Teradata, Referrals, Wholesale Banking, Liquidity Coverage Ratio, IT Strategy, Enterprise Architecture, Management
Education
Sardar Patel University 1993 — 1996
MCA, Computer Science
Sardar Patel University 1990 — 1993
B. Sc, Computer Science
First American Title Escrow OfficerPacific Northwest TitleMarch 1997 - March 2001
First Union National Bank January 1996 - March 1997
National City Bank August 1992 - December 1995
Mitsubishi Motors Credit 1987 - 1992
Education
Portland Community College
BBVA Compass March 2015 - Present
Cadence Bank, N.A. May 2014 - March 2015
TRUPOINT Partners November 2013 - April 2014
First Victoria National Bank February 2012 - October 2013
Banc Financial Group, Inc. October 2001 - February 2012
Jefferson Wells July 2000 - September 2001
First Union National Bank August 1999 - July 2000
EY February 1998 - March 1999
SouthTrust Bank 1993 - 1998
Skills
Bank Regulatory..., Bank Secrecy Act, Certified Anti-Money..., Bank Regulatory..., BSA Trainer, Auditing, Regulatory Compliance..., Mortgage Lending, Consumer Lending, Enterprise Risk..., USA PATRIOT Act, OFAC, Mortgage Banking, Retail Banking, Anti Money Laundering, Loans, Commercial Lending, Commercial Banking, Banking Law
Education
Samford University 1997 — 2000
M.B.A., Management
Samford University 1984 — 1987
Bachelor of Business Administration (B.B.A.), Finance
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
Summit Career Coaching September 2008 - Present
PlanetBuzz September 2006 - Present
Vautier Enterprises September 2006 - September 2008
Suncoast Schools Federal Credit Union April 2005 - September 2006
GATX Technology March 2000 - March 2005
First Union National Bank 1998 - 2000
AT&T Universal Card Services 1990 - 1998
Skills
HRIS, Coaching, Employee Relations, Organizational..., Succession Planning, Performance Management, Leadership Development, Talent Management, Compensation, Talent Acquisition, Strategic Planning, Employee Engagement, Employment Law, Team Building, Executive Coaching, Change Management, Mergers, Career Development, Change Leadership, Mentoring, Conflict Resolution, Vendor Relations, Organizational Design, Organizational Change, Strategy Development, Benefits, Compliance, HR Consulting, Human Capital Management, Process Engineering, Onboarding, Process Improvement, Management Consulting, Interviewing, HR Policies, Executive Development, Hiring, Employee Benefits, Business Strategy, Restructuring, Organizational..., Performance Appraisal, Personnel Management, Recruiting, Deferred Compensation, Training, Employee Training, Benefits Administration, Labor Relations, Career Counseling
Education
Rutgers University-New Brunswick 1980 — 1983
MS, Industrial/Organizational Psychology
Fairleigh Dickenson University 1976 — 1980
Bachelor's Degree, Psychology
Ezras Choilim Health Center January 2013 - Present
BK Communications Group January 2009 - January 2013
Imagineer Technology Group December 2002 - November 2008
Rochdale Research 2000 - 2002
First Union National Bank 1999 - 2000
Morgan Stanley 1997 - 1999
Skills
Marketing, Hedge Funds, Fund Of Funds, Strategic Planning, Alternative Investments, Project Management, Strategic Partnerships, Business Strategy, Finance, Investments, Team Management, Strategy, Press Releases, Prime Brokerage, Equities, Asset Management, Start-ups, Newsletters, Risk Management, Portfolio Management, Financial Services
Education
Rutgers University-New Brunswick
BA, Political Science
Wells Fargo November 2013 - Present
Stewart Title March 2012 - November 2013
Accenture January 2009 - March 2012
Fifth Third Bank July 2007 - February 2008
Union Commerce Title Company July 2001 - July 2007
Stewart Title August 2000 - July 2001
First Union National Bank February 1999 - August 2000
Great American Bank 1987 - 1989
Great American Bank 1987 - 1989
Skills
Mortgage Lending, Commercial Real Estate, Customer Service, Analysis, Due Diligence, Insurance, Risk Management, Capital Markets, Outlook, PeopleSoft, Process Improvement, Microsoft Excel, Underwriting
Education
San Diego State University-California State University 1989 — 1994
BA, Sociology
Belmont Savings Bank August 2012 - Present
Belmont Savings Bank January 2011 - July 2012
First Marblehead Corporation October 2009 - August 2010
Citizens Bank February 2000 - October 2009
First Union National Bank January 1996 - February 2000
First Fidelity Bancorp December 1993 - December 1995
Skills
Forecasting, Strategic Planning, Expense Management, Pricing, Profitability, Budgeting, Financial Analysis, Corporate Management, Incentives, P&L Management, Contract Negotiations, Financial Reporting, Mergers, Banking, Portfolio Management, Accounting, Financial Management, Credit, Risk Management, Financial Services, Strategy
Education
Rutgers Graduate School of Management 1979 — 1981
M.B.A., Finance
Rutgers University-New Brunswick 1974 — 1978
B.A., Economics and English
Brasidas Group AG November 2009 - Present
HSBC May 2008 - November 2009
Wachovia July 2007 - May 2008
Wachovia Mortgage Corp. December 2003 - July 2007
Citibank May 2000 - December 2003
First Union National Bank August 1997 - May 2000
Skills
Start-ups, Financial Analysis, Relationship Management, Portfolio Management, Wealth Management, Commercial Banking, Investments, Retail Banking, Emerging Markets, Risk Management, Credit, Loans, Strategic Planning, Mortgage Lending
Education
Rutgers University-New Brunswick 1991 — 1995
BA, Administration of Justice/Economics
St. Peters Prep (Student Class of 91)
Bank of America April 2014 - Present
Bank of America June 2013 - April 2014
Bank of America February 2011 - June 2013
Bank of America December 2009 - February 2011
Bank of America March 2005 - December 2009
Bank of America April 2004 - March 2005
Bank of America May 2003 - April 2004
First Landmark, Inc April 2001 - May 2003
Pin N Pay October 1999 - January 2001
First Union National Bank May 1997 - October 1999
Skills
Financial Reporting, Forecasting, Analysis, Planning, Cash Management, Financial Analysis, Strategic Planning, Finance, Accounting, Project Planning, Financial Modeling, Financial Statements, Banking, Strategy, Risk Management, Corporate Finance, Credit, Management, Process Improvement
Education
Pfeiffer University 2005 — 2007
MBA
University of North Carolina at Charlotte
Bachelor of Science
Crusader Homes, LLC October 2010 - Present
Iron Horse Properties, LLC May 2002 - May 2012
First Union National Bank January 1997 - April 2002
Skills
Mortgage Lending, Loans, Sellers, New Business Development, Real Estate, Real Estate Economics, Real Estate Development, Real Estate Transactions, Management, Residential Homes, Investors, Selling, Strategic Planning, Investment Properties
Education
Randolph-Macon College 1990 — 1994
Bachelor of Arts (B.A.), Business & Economics
St. Paul's School 1988 — 1990
Nelnet Business Solutions September 2014 - Present
Nelnet December 2011 - September 2014
SunTrust Bank March 2008 - January 2012
Nelnet January 2007 - January 2008
Regions Financial Corp March 2004 - December 2006
AmSouth Bank April 2000 - March 2004
First Union National Bank March 1997 - April 2000
Reinhardt College February 1995 - March 1997
Shorter College 1992 - 1995
Skills
Team Building, Sales Management, CRM, New Business Development, Strategic Planning, Marketing, Project Planning, Sales, Management, Loans, Project Management, Marketing Strategy, Student Financial Aid, Sales Operations, Leadership, Customer Service, Higher Education, Portfolio Management, Budgets, Admissions, Public Speaking, Nonprofits, Enrollment Management, Relationship Management, Business Development, Selling, Staff Development
Education
Shorter University 1985 — 1989
Bachelor of Science Business Administration, Marketing
Highbridge Capital Management February 2014 - Present
Mizuho Alternative Investments, LLC 2010 - 2014
Societe Generale 2002 - 2007
First Union National Bank 1994 - 1997
DKB 1989 - 1994
Education
Rensselaer Polytechnic Institute 1984 — 1988
Bachelor's Degree, Industrial and Management Engineering
Bronxville HS 1979 — 1983
Sparta Systems, Inc. March 2012 - Present
Knowledge Continuity Consultants February 2010 - February 2012
Drake Beam Morin November 2007 - February 2010
HR Backbone 2006 - 2007
Right Management/Manchester Consulting 2001 - 2007
First Union National Bank March 1982 - February 2001
Skills
Career Counseling, Resume Writing, Job Search, Career Management, MBTI, Executive Coaching, Organizational..., Coaching, Recruiting, Training, Consulting, Outplacement, Interviews, Personnel Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1989
MS, Industrial Relations & Human Resources
Rutgers University-New Brunswick 1977 — 1981
BA, Human Communications
M3 Engineering & Technology Corp. June 2015 - Present
Duke Energy Corporation August 2014 - June 2015
CB&I August 2010 - August 2014
Wingate University 2008 - 2009
Time Warner Cable 2006 - 2009
YMCA 2000 - 2006
First Union National Bank 1999 - 2001
Skills
Primavera P6, Scheduling, Excel, Coaching, Project Management, Social Skills, Employee Management, Customer Satisfaction, Project Planning, Leadership, Team Building, Team Leadership, Program Management, Budgets, Analysis, Strategic Planning, Contract Negotiation, Staff Development, Microsoft Office, Training, Time Management, Customer Service, Process Scheduler, Proposal Writing, Microsoft Excel, Process Improvement, Management
Education
Wingate University 2006 — 2008
Masters, Sports Administration
Roberts Wesleyan College 1993 — 1997
BS, Criminal Justice
Scio Central School 1987 — 1997
Hard Target
SunTrust Bank July 2010 - Present
Wells Fargo December 2009 - August 2010
Wachovia, A Wells Fargo Company January 1999 - December 2009
First Union National Bank 1998 - 1999
Education
Radford University - College of Business and Economics 1990 — 1994
B.B.A.
Bellco Federal Credit Union March 2010 - Present
Wachovia Bank 1998 - 2008
First Union National Bank 1995 - 1998
Education
Saint Vincent College 1976 — 1980
BA, Liberal Arts
Financial Services Management Consulting 2005 - Present
Wells Fargo Bank 2001 - 2005
First Union National Bank 1999 - 2001
U.S. Trust Company 1996 - 1999
Bank of America 1989 - 1995
First Interstate Bank 1987 - 1989
Bankers Trust Company 1986 - 1987
Crocker National Bank 1977 - 1986
Education
Saint Bonaventure University 1968 — 1972
BS, Pre Medical Sciences
Wells Fargo November 2008 - Present
Wachovia September 2001 - November 2008
First Union National Bank July 1995 - September 2001
First Fidelity National Bank April 1991 - September 1995
Chase September 1987 - April 1991
Manufacturers Hanover Trust September 1977 - September 1987
Crum & Forster June 1976 - September 1977
US Trust June 1973 - June 1976
Skills
Banking, Enterprise Architecture, Credit Risk, Wholesale Lending, Commercial Real Estate, Operational Risk..., Information Technology, Financial Accounting, Trade Finance, Mortgage Servicing, Strategic Thinking, IT Portfolio, IT Outsourcing, Portfolio Management, Financial Services, Risk Management, Financial Risk, Vendor Management, Executive Management, SDLC, Relationship Management, Finance, Cash Management, Payments, PMO, IT Strategy, Business Analysis, Business Process..., Commercial Banking, Commercial Lending, Credit, Retail Banking, Consumer Lending, Enterprise Risk..., ACH, Operational Risk
Education
St. Peter's College 1973 — 1977
Bachelor of Science (BS), Accounting
St. Peter's College 1973 — 1975
Associate's degree, Computer Science
Wells Fargo 2007 - Present
Wachovia Securities November 2005 - July 2007
Wachovia Securities February 2001 - October 2005
First Union National Bank June 1999 - January 2001
Citigroup January 1995 - April 1999
IDT September 1996 - January 1997
Skills
System Administration, Unix, Disaster Recovery, SharePoint, Networking, Data Center, Team Leadership, Visio, Cisco IOS, Solaris, Security, Network Engineering, Network Administration, Active Directory, Network Security, ITIL, Enterprise Architecture, Vendor Management, Business Continuity, Integration, Process Improvement, IT Operations, Network Architecture, SDLC, Program Management, Cisco Technologies, Firewalls
Education
Chubb Institute 1996 — 1996
Computer Sciance, Computer Sciance
Saint Peter's University 1994 — 1995
Associate, Political science
West Pharmaceutical Services November 2009 - Present
Canon Financial Services July 2007 - September 2008
Yellow Book USA December 1999 - July 2007
First Union National Bank January 1999 - December 1999
Skills
Process Improvement, Microsoft Excel
Education
Rowan University 1993 — 1995
BS, Business
Across the Floor School of Dance and Gymnastics August 2007 - Present
Menlo School 2000 - 2004
First Union National Bank August 1993 - August 1998
First Fidelity Bank 1993 - 1998
Education
Rutgers University-New Brunswick 1988 — 1992
BA, Political Science & Spanish
David Mealmaker-Banking Recruiter 2004 - Present
First Union National Bank September 1974 - March 1997
Fidelity Bank 1987 - 1994
Skills
Credit, Mortgage Lending, Financial Analysis, Risk Management, Portfolio Management, Commercial Banking, Commercial Lending, Strategic Planning, Credit Analysis, Cash Management, Investments
Education
Rider University 1969 — 1973
BA, Business Management
Rider University 1969 — 1973
Bachelor of Science (BS), Business Administration and Management, General
First Citizens Bank 2014 - Present
First Citizens Bank 2012 - 2014
First Citizens Bank 2010 - 2012
First Citizens Bank 2001 - 2010
First Union National Bank 1986 - 1999
Skills
Lines Of Credit, Investments, Commercial Lending, Small Business Lending, Mortgage Banking, Commercial Mortgages, Wealth Management, Risk Management, Cash Management, Financial Services, Loan Origination, Financial Analysis, Relationship Management, Credit Risk, Real Estate, Private Banking, Cross Selling, Retirement Planning, Strategic Financial..., Financial Planning
Education
Sewanee-The University of the South 1979 — 1983
BA, English
Putnam Investments September 1998 - Present
First Union National Bank June 1995 - May 1998
Skills
Series 65, Series 24, Fixed Income, Separately Managed..., Alternative Investments, Equities, Investments, Asset Allocation, Series 6, FINRA, Hedge Funds, Asset Managment, Portfolio Management, 401k, Wealth Management, Series 7, Series 63, Financial Planners, Financial Wholesaler
Education
Pomona College 1988 — 1992
Bachelor of Arts (BA), Philosophy
La Jolla High School 1984 — 1988
CU Consulting Service June 2013 - May 2014
121 Financial Credit Union April 2009 - May 2013
Wachovia 1984 - 2008
First Union National Bank 1996 - 2002
First Fidelity Bank 1994 - 1996
Greenwich Federal Savings & Loan 1984 - 1994
City Trust 1982 - 1984
Van Dusen and Meyer 1980 - 1982
State National Bank 1978 - 1980
Howland's 1973 - 1975
Skills
Account Reconciliation, Accounting, Auditing, Banking, Financial Accounting, Financial Analysis, General Ledger, Internal Controls, Sarbanes-Oxley Act, US GAAP, Analysis, Finance
Education
Post University 2011 — 2012
Accounting, 4.0
Sacred Heart University 1984 — 1994
Accounting, 3.74
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
TEKsystems January 2005 - Present
Wells Fargo 2013 - 2013
Wachovia January 2005 - November 2009
TAC WorldWide January 2005 - November 2009
TAC WORLDWIDE January 2005 - November 2009
First Union National Bank December 2002 - September 2007
Wachovia Corporation July 2002 - December 2004
WACHOVIA CORPORATION July 2002 - December 2004
First Union National Bank May 2000 - July 2002
Education
Radford University
BS, English
University of Phoenix
MBA, Human Resource Management
Wells Fargo November 1997 - Present
First Union National Bank October 1997 - 2001
Skills
Fixed Income, Capital Markets, Bonds, Asset Management, Equities, Portfolio Management, Investments, Derivatives, Investment Banking, Series 7, Bloomberg, Structured Finance, Hedge Funds, Securities, Structured Products, Alternative Investments, Banking, Trading, Credit, Risk Management, Valuation, Financial Modeling
Education
Rollins College 1978 — 1981
ba, economics
Bucks Realty Group April 2004 - Present
Mutual Real Estate January 2000 - April 2004
First Union National Bank April 1998 - December 1999
Skills
Real Estate, Real Estate Transactions, Investment Properties, Commercial Real Estate, Sellers, Foreclosures, REO, Condos
Education
Rider University 1988 — 1994
Master of Business Administration (MBA), International Business
Temple University 1976 — 1981
Bachelor of Science (BS), Accounting and Finance
Wachovia Bank, a Wells Fargo Company 2002 - 2009
Wachovia Bank 2000 - 2001
First Union National Bank 1994 - 1999
HSBC Bank, USA 1988 - 1993
Marine Midland Bank 1984 - 1987
Education
Purdue University - Krannert School of Management
B.S., Industrial Management
University of Pennsylvania - The Wharton School
MBA, Finance
Self Employed January 2011 - Present
Birchfield Ventures LLC October 2001 - August 2002
First Union National Bank March 1997 - January 2000
First Fidelity Bank, NA February 1987 - March 1997
Skills
Accounting, Finance, Leadership, Management, Customer Service, Time Management, Budgets, Training, Team Building, Team Leadership, Developing and..., Payroll, Banking, Cash Flow, Process Improvement, Mergers & Acquisitions, Credit, General Ledger, Sales, Analysis, Program Management, Team Management, Copywriting, Management Consulting, Online Marketing, Marketing Communications, Blogging, Strategic Partnerships, Web Design, Advertising, Web Development, WordPress, Online Advertising, Financial Analysis, Executive Coaching, Business Analysis, Public Relations, E-commerce, Marketing Strategy, Project Management, Business Development, Small Business, Business Planning, SEO, Marketing, Organizational..., Strategy, Coaching, Interim Management, Negotiation
Education
Southern New Hampshire University 2011 — 2015
MS Accounting, Taxation, Accounting and Business/Management, 4.0
Rutgers University 1981 — 1984
Bachelor of Arts (B.A.), English Language and Literature/Letters
Caterpillar Financial March 2001 - Present
First Union National Bank June 1984 - January 2000
Skills
Process Improvement, Onboarding, Employee Relations, Performance Management, Human Resources, Talent Management, Employee Engagement, Deferred Compensation, Talent Acquisition, Risk Management, Leadership, Management
Education
Sewanee-The University of the South 1977 — 1981
Bachelor’s Degree, Political Science and Government
Sewanee-The University of the South 1977 — 1981
Bachelor's degree, Political Science and Government
New England Carpenters Benefit Funds June 2011 - Present
Zwicker & Associates, P.C. October 2009 - May 2011
First Marblehead Education Resources June 2007 - September 2009
Columbia Credit Services April 2005 - May 2007
First Union National Bank February 1991 - January 2001
Skills
Collections, Risk Management, Call Centers, Loss Mitigation, Finance, Microsoft Excel, Loan Servicing, Compliance, Credit Cards, Credit, Portfolio Management, Loans, Financial Services, Financial Risk, Banking, Credit Risk, Mortgage Lending
Education
Saint Mary's College of California 2003 — 2004
Bachelor of Management Science, Business
The Cottage Shop 1993 - Present
Savannah Bank November 1982 - September 1988
First Union National Bank 1982 - 1987
SunTrust Robinson Humphrey May 1981 - October 1982
Skills
Customer Service, Event Planning, Social Media, Microsoft Office, Event Management, Art, Photography, Teaching, Fundraising, Public Relations, Nonprofits, Advertising, Facebook, Strategic Planning, Social Media Marketing, Social Networking, Public Speaking, Negotiation, Marketing, Marketing Communications, Sales, Editing, Research, Leadership
Education
Scripps College 1972 — 1976
ba, european studies
Aareal Capital Corporation September 2006 - Present
Commerzbank AG November 1998 - August 2006
First Union National Bank May 1993 - October 1998
Skills
Financial Structuring, Investments, Structured Finance, Funding, Due Diligence, Portfolio Management, Credit Analysis, Loans, Capital Markets, Real Estate Economics, Asset Management, Real Estate Transactions, Underwriting, Securitization, CMBS, Financial Analysis, Valuation
Education
Seton Hall University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
Fifth Third Bank March 2010 - Present
Wells Fargo November 2006 - October 2009
Evergreen Investments/Wachovia, A Wells Fargo Company 2002 - 2006
Evergreen Investments and Wachovia Bak, A Wells Fargo Company January 1996 - December 2001
First Union National Bank 1993 - 1996
Wallace Computer Services 1991 - 1993
First Union National Bank 1985 - 1989
Skills
Asset Allocation, Strategy, Positioning, Investments, Portfolio Management, Wealth Management, Risk Management, CRM, Financial Services, Process Management, Product Development
Education
Vanderbilt University - Owen Graduate School of Management 1989 — 1991
MBA, Finance
Sewanee-The University of the South 1981 — 1985
BA, Economics
Hawthorn PNC Family Wealth December 2012 - Present
Semper Trust Company November 1999 - November 2012
First Union National Bank September 1979 - November 1999
Education
Saint Joseph's University
B.A.
Apex Systems September 2011 - Present
AMF December 2009 - April 2011
Wachovia Securities, LLC 2006 - 2009
Wachovia, A Wells Fargo Company 2000 - 2006
First Union National Bank 1998 - 2000
Education
Randolph-Macon College 1993 — 1997
Bachelor of Arts, Political Science, History
Blue Cross and Blue Shield of South Carolina May 2012 - Present
Wells Fargo Advisors/Wachovia February 1997 - October 2011
Wells Fargo Advisors February 1997 - September 2011
First Union National Bank, Charlotte NC Registry Inc July 1995 - December 1996
First Union National Bank October 1994 - June 1995
NationsBank July 1994 - September 1994
First Union National Bank March 1994 - June 1994
First Union National Bank July 1993 - February 1994
UPS January 1990 - July 1993
UPS June 1987 - January 1990
Skills
Data Warehousing, Mainframe, Team Building, Analysis, COBOL, Software Documentation, Testing, VSAM
Education
Ramapo College of New Jersey
BS, Management Information System
Weddington United Methodist Church - February 2011 - Present
WordPress 2011 - Present
Boxman Studios January 2014 - April 2014
Boxman Studios January 2014 - April 2014
Remax Business 2004 - 2005
First Union National Bank 1989 - 1999
Skills
Research, Teaching, Public Speaking, Budgets, Strategic Planning, Event Planning, Negotiation, Blogging, Nonprofits, Social Networking, Marketing, Fundraising, Marketing Communications, Coaching, Training, Team Building, Sales, Customer Service, Event Management, Volunteer Management, Editing, Communication
Education
Allen Tate School of Real Estate
Real Estate Broker
Reinhardt College
Maryland Department of General Services December 2013 - Present
Maryland Department of General Services May 2012 - December 2013
Sandy Spring Bank March 2006 - February 2012
1st Mariner Bank April 2004 - March 2006
Maryland Department of Human Resources August 2001 - April 2004
Maryland Department of Human Resources December 1996 - August 2001
First Union National Bank March 1988 - July 1996
Bank of Baltimore 1988 - 1992
Skills
Banking, Treasury Management, Commercial Banking, ACH, Cash Management, Internet Banking, Vendor Management, Customer Relations, Payments, Customer Service, Commercial Lending, Loans, Financial Services, Credit, Certified Treasury..., Small Business Lending, Retail Banking, Relationship Management, Portfolio Management, Risk Management, Management
Education
Roanoke College
B.A., History
Montenero, LLC June 2006 - Present
Magnolia Point Management Group, Inc. September 1997 - Present
Diversified Sustems of Jax, Inc. October 2008 - January 2011
First Union Securities March 1998 - April 2001
First Union Securities February 1995 - March 1998
First Union National Bank January 1980 - February 1995
First Florida Bank Corporation May 1974 - December 1979
Education
Rutgers University-New Brunswick 1983 — 1986
Banking
University of Georgia - Terry College of Business 1971 — 1974
BBA, Finance
Lees-McRae College 1969 — 1970
AS, Biology
US Bank May 2007 - Present
Lowe's Home Improvement September 2006 - Present
Affiliated Computer Services July 2005 - November 2005
Affiliated Computer Services November 2002 - July 2005
Wachovia, A Wells Fargo Company July 2001 - November 2002
Lowe's Home Improvement May 1999 - November 2002
First Union National Bank May 2000 - July 2001
First Union National Bank January 1997 - May 2000
Mellon Bank January 1989 - January 1997
Skills
Customer Service, Finance, Banking, Credit, Cash Management, Financial Analysis, Loans, Relationship Management, Access, Financial Services, Microsoft Excel, Portfolio Management, Retail Banking, Risk Management, Credit Analysis
Education
Robert Morris University 1985 — 1988
BSBA, Finance
City of Roanoke, VA October 2001 - Present
First Union National Bank August 1995 - September 2001
Skills
Customer Service, Government, Public Administration, Policy, Community Outreach, Leadership, Local Government
Education
Roanoke College 1977 — 1979
Bachelor of Business Administration (B.B.A.)
First Citizens Bank October 1996 - Present
First Union National Bank June 1981 - October 1996
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Sales Management, Loans, Credit, Relationship Management, Credit Analysis, Banking, Business Development, Wealth Management, New Business Development, Portfolio Management, Underwriting, Strategic Financial..., Investments, Financial Analysis, Risk Management, Small Business, Mortgage Lending, Consumer Lending, Commercial Mortgages
Education
Retail Banking School of the South - UVA 1986 — 1988
Roanoke College 1977 — 1981
BBA
34 x 37 Fabrics November 2012 - Present
Eliassen Group / Fidelity Investments June 2012 - November 2012
Insight Global / Ally Bank August 2010 - September 2011
Jones Lang LaSalle October 2008 - August 2010
hawkeye November 2007 - October 2008
United Way of Central Carolinas July 2007 - November 2007
Bank of America March 2006 - January 2007
Wachovia, A Wells Fargo Company 2000 - March 2006
First Union National Bank 1999 - 2000
First Union National Bank 1998 - 1999
Skills
Applications Support, Project Coordination, Customer Survey Analysis, Content Management..., Process Improvement, Diversity & Volunteer..., CMS, Technical Support, Cross-functional Team..., User Experience, SEO, Web Analytics, Analysis, Leadership, E-commerce, Web Content Management, Content Strategy, Management, SharePoint, CSS, Software Documentation
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2006
BS, Marketing & Public Relations
Queens University of Charlotte 1994 — 1998
BA, Business Administration & Computer Information System
CPCC 2008 - 2010
Union County Schools September 2005 - June 2006
Charlotte Mecklenburg Schools January 2003 - June 2005
First Union National Bank 1996 - 2002
Education
University of North Carolina at Charlotte 1991 — 1993
MA English, English Education, Technical Writing
Plymouth State University 1987 — 1991
BS English Ed, English Education
Wells Fargo Bank / Wachovia Bank January 2006 - Present
Precision Technology, Inc. March 2001 - January 2006
First Union National Bank January 1998 - December 2000
Corestates February 1997 - December 1997
Meridian Bank September 1993 - January 1997
Meridian Bank and the former American Bank January 1986 - September 1993
American Bank January 1984 - December 1985
American Bank July 1983 - December 1983
Skills
Credit, Credit Analysis, Banking, Loans, Leadership, Management, Retail Banking, Portfolio Management, Strategy, Financial Services
Education
Shippensburg University of Pennsylvania 1979 — 1983
BSBA, Accounting
Christianson Patterson Courtney & Associates December 1993 - Present
First Union National Bank December 1987 - August 1990
Skills
Relocation, First Time Home Buyers, Residential Homes, Sellers, Sales, Buyer Representation, Real Estate, Selling, Single Family Homes, Real Estate Transactions, Investment Properties, Strategic Planning, Condos, ABR, Townhomes, Short Sales, Disposition, Luxury, New Homes, Referrals, REO, New Home Sales, Seniors, Property Management, Leases, Listings, Investors, Negotiation, Marketing, Foreclosures
Education
Rutgers University 1972 — 1975
Graduate School of Banking
Vanderbilt University 1959 — 1963
BA, History, Political Science
Tompkins Vist Bank September 1998 - Present
First Union National Bank January 1975 - September 1998
Kmart Corporation November 1973 - January 1975
Skills
Customer Service, Team Building, Coaching, Banking, Loans, Insurance, Investments, Business Development, Networking, Business, Commercial Lending, Credit, Commercial Banking, Underwriting, Sales Management, Consumer Lending, Credit Analysis, Deposits, Training, Customer Satisfaction, Small Business Lending, Mortgage Lending, Asset Based Lending, Retail Banking, Lines Of Credit, Residential Mortgages, Small Business, Cash Management, Branch Management, Finance, Commercial Mortgages, Branch Banking
Education
Hamburg Area High School
Reading Area Community College
Certificate of Banking
CSC - Computer Sciences Corporation 2000 - Present
General Dynamics C4 Systems August 1999 - July 2000
GTE August 1987 - September 1999
First Union National Bank April 1986 - August 1987
Blue Cross Blue Shield of Rochester NY April 1982 - April 1986
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Budgets, Oracle PL/SQL..., Oracle Reports, Oracle Forms, Oracle, Enterprise Software, Team Leadership, Project Management, Applications..., Resource Management, ERP, Integration, IFS ERP, Requirements Management, SDLC, Software Project..., IT Outsourcing
Education
Rochester Institute of Technology 1976 — 1980
Bachelor of Science (B.S.), Mathematics
Bishop Kearney High School 1972 — 1976
High School
Wells Fargo August 2009 - Present
First Union National Bank January 1996 - August 2009
First Fidelity Bank January 1993 - January 1996
First Fidelity Bank January 1986 - December 1992
Skills
Business Analysis, Risk Management, Process Improvement, Vendor Management, Change Management, Project Management, Leadership, Access, SAP, Cross-functional Team..., Team Building, Customer Service
Education
Rider University 1981 — 1983
Master of Business Administration (MBA), Finance, General
Rider University 1976 — 1980
Bachelor of Science (BS), Accounting
Verizon Wireless technical support on pnones ,ipads ,internetfax n'pullsams clubOctober 1999 - April 2012
First Union National Bank August 1988 - April 2001
Skills
Marketing Communications, Computers, rotateand organize..., Customer Service, Customs Regulations, Mathematics, Productivity, Increase Productivity, Communication Skills, Supervisory Experience, Analyze Problems, Identifying Sales..., Identifying Issues, Solution Implementation, Readability, ability to..., Filing, Copying, ten key adding machine, Cashiering, Cash Register, Order Processing, Order to Cash, Management, Change Management, Cash Management, Inventory, Hands-on Training, handle customer..., provide promotion..., Interviewing Skills, Telephone Interviewing, Detailed Organization, computed and record..., Merchandising, Visual Merchandising, Merchant Accounts, Stock Picking, Stock Control, stock shelves, mark prices on shelves..., paying and recieving..., maintained stock in...
Education
Robert Morgan Educational Center 1980 — 1980
Accounting Technology/Technician and Bookkeeping
souyh dade high 1973 — 1976
Piggly Wiggly Carolina October 2006 - Present
PIGGLY WIGGLY SUPERMARKETS October 2006 - October 2012
FRITO LAY, INC May 2005 - May 2006
RADIO SHACK October 2002 - December 2003
First Union National Bank September 2000 - October 2002
Skills
Customer Service, Retail, Customer Satisfaction, Data Entry, Sales, Microsoft Excel, Credit, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Inventory Management, Teamwork, Financial Analysis, Forecasting, Marketing, Access, Leadership, Sales Management, Finance, Customer Experience, Team Leadership, Negotiation, Pricing
Education
Shaw University 1998 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Shaw University 1998 — 2001
B.S, Business Administration
Beaufort High School 1992 — 1996
State Street Bank October 2006 - February 2013
Evergreen Investments 2004 - 2006
Evergreen Investments August 2002 - August 2004
First Union National Bank August 2000 - August 2002
First Union National Bank August 1999 - August 2000
First Union National Bank July 1998 - August 1999
First Union National Bank February 1998 - July 1998
Skills
Fixed Income, Middle Office, Portfolio Management, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1996
Bachelor of Arts (B.A.), Economics
Comerica Bank September 2002 - June 2008
First Union National Bank September 1997 - June 2001
First Union National Bank September 1997 - June 2000
Comerica Bank March 1994 - May 1997
Comerica Bank September 1984 - May 1994
Skills
Wordperfect, Lotus, Lotus Approach, OMNIPLAN, SEI accounting system, Trustmark, Intrader, Paragon
Education
Schoolcraft College 2010 — 2013
CORESTAFF Services July 2013 - Present
Wells Fargo (formally Wachovia Bank) May 2005 - September 2011
Wachovia (formally First Union) 2002 - 2005
First Union 2000 - 2002
First Union National Bank 1998 - 2000
First Union National Bank 1993 - 1998
Fundraising, Inc. 1988 - 1993
King, Weiser, Edelman & Bazar, Law Company 1980 - 1988
McDonald's Corporation 1976 - 1980
Skills
Text Editing, Microsoft Word, Customer Service, Travel Management, Event Management, Team Management, Budgets
Education
UCLA 1974 — 1976
Bachelor of Arts (B.A.), English
Santa Monica College 1971 — 1974
Associate of Arts (A.A.), English Language and Literature/Letters
Pfizer August 2013 - Present
Pfizer December 2003 - August 2013
AHP/Wyeth 2001 - 2003
First Union National Bank 1997 - 2001
Skills
Pharmaceutical Industry, Validation, Vendor Management, Business Analysis, Project Management, Biotechnology, Software Documentation, SharePoint, Project Portfolio..., Business Process, Document Management, SDLC, Requirements Analysis, Analysis, Sop, Managed Care, Cross-functional Team...
Education
Salem College 1993 — 1997
Bachelor of Arts (B.A.), Marketing Research
Salem College