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.
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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
Employee
Years
Job
Industry
Ann M. Lynn Skeen, C.P.M. Ann M. Lynn Skeen, C.P.M.'s First Union National Bank Experience January 1993 - January 1995
Job retired, fulltime Artist
Industry Design
Experience
Mickey & Madeline Art Glass LLC September 2004 - Present
PotashCorp (PCS Nitrogen Fertilizer, LP, Augusta) January 2011 - December 2013
CH2M HILL Lockwood Greene January 1995 - December 2009
First Union National Bank January 1993 - January 1995
Unisys January 1981 - January 1992
QED Systems January 1978 - January 1981
Skills
Procurement, Purchasing, Negotiation, Microsoft Office, Microsoft Word, Microsoft Excel, Access, Outlook, MS Project, Project Planning, Budgets, Software Documentation, Technical Writing, Technical Illustration, Engineering Drawing, Visio, AutoCAD, Technical Library, Manufacturing, Construction, Program Management, Management, Process Improvement, Proposal Writing, Project Management, PowerPoint, Contract Negotiation, Logistics, Operations Management, Training, Supply Management, Contract Management, Construction Management, Engineering, Process Scheduler, Continuous Improvement, Time Management, Human Resources, Supervisory Skills
Education
Institute for Supply Management 2006 — 2006
Certification, Certified Purchasing Manager (C.P.M.)
Charles County Community College 1979 — 1980
Certificate, Small Computer Management
St. Mary's College of Maryland 1972 — 1976
B.A., Fine Arts/Education
Mickey & Madeline Art Glass LLC September 2004 - Present
PotashCorp (PCS Nitrogen Fertilizer, LP, Augusta) January 2011 - December 2013
CH2M HILL Lockwood Greene January 1995 - December 2009
First Union National Bank January 1993 - January 1995
Unisys January 1981 - January 1992
QED Systems January 1978 - January 1981
Skills
Procurement, Purchasing, Negotiation, Microsoft Office, Microsoft Word, Microsoft Excel, Access, Outlook, MS Project, Project Planning, Budgets, Software Documentation, Technical Writing, Technical Illustration, Engineering Drawing, Visio, AutoCAD, Technical Library, Manufacturing, Construction, Program Management, Management, Process Improvement, Proposal Writing, Project Management, PowerPoint, Contract Negotiation, Logistics, Operations Management, Training, Supply Management, Contract Management, Construction Management, Engineering, Process Scheduler, Continuous Improvement, Time Management, Human Resources, Supervisory Skills
Education
Institute for Supply Management 2006 — 2006
Certification, Certified Purchasing Manager (C.P.M.)
Charles County Community College 1979 — 1980
Certificate, Small Computer Management
St. Mary's College of Maryland 1972 — 1976
B.A., Fine Arts/Education
Carrie McKnight Carrie McKnight's First Union National Bank Experience August 1997 - March 1999
Job Senior Director, Enterprise and Technology Communications
Industry Public Relations and Communications
Experience
Walmart June 2014 - Present
Cranford Johnson Robinson Woods May 2012 - May 2014
Wal-Mart Stores, Inc October 2009 - May 2012
Wal-Mart Stores, Inc. January 2005 - September 2009
U.S. Congressman John Boozman January 2002 - January 2005
Internet Security Systems, Inc March 1999 - November 2001
First Union National Bank August 1997 - March 1999
Skills
Public Affairs, Government Relations, Public Relations, Stakeholder Engagement, Issues Management, Public Policy, Crisis Management, Project Management, Crisis Communications, New Business Development, Legislative Affairs, Legislative Policy, Strategic Communications, Brand Management, Reputation Management, Community Relations, Lobbying, Walmart, Media Relations, Strategic Planning, Public Speaking, Speech Writing, Corporate Communications, Financial Services, Grassroots Organizing, Marketing Strategy, Social Media..., Consumer Promotions, Strategic Alliances, Digital Marketing, Internal & External..., Content Strategy, Strategic Content..., Social Media Marketing, Consumer Packaged Goods..., Integrated Marketing..., Employee Engagement
Education
The George Washington University 2003 — 2005
MA, Legislative Affairs
University of North Carolina at Chapel Hill 1993 — 1997
BA, Industrial Relations
University of North Carolina at Chapel Hill 1993 — 1997
BA, Political Science
Walmart June 2014 - Present
Cranford Johnson Robinson Woods May 2012 - May 2014
Wal-Mart Stores, Inc October 2009 - May 2012
Wal-Mart Stores, Inc. January 2005 - September 2009
U.S. Congressman John Boozman January 2002 - January 2005
Internet Security Systems, Inc March 1999 - November 2001
First Union National Bank August 1997 - March 1999
Skills
Public Affairs, Government Relations, Public Relations, Stakeholder Engagement, Issues Management, Public Policy, Crisis Management, Project Management, Crisis Communications, New Business Development, Legislative Affairs, Legislative Policy, Strategic Communications, Brand Management, Reputation Management, Community Relations, Lobbying, Walmart, Media Relations, Strategic Planning, Public Speaking, Speech Writing, Corporate Communications, Financial Services, Grassroots Organizing, Marketing Strategy, Social Media..., Consumer Promotions, Strategic Alliances, Digital Marketing, Internal & External..., Content Strategy, Strategic Content..., Social Media Marketing, Consumer Packaged Goods..., Integrated Marketing..., Employee Engagement
Education
The George Washington University 2003 — 2005
MA, Legislative Affairs
University of North Carolina at Chapel Hill 1993 — 1997
BA, Industrial Relations
University of North Carolina at Chapel Hill 1993 — 1997
BA, Political Science
Anne Bathurst Anne Bathurst's First Union National Bank Experience 1991 - 1994
Job Wholesale Finance at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2009 - Present
Wachovia 1995 - October 2009
First Union National Bank 1991 - 1994
First Union National Bank August 1988 - September 1990
Air Force Research Laboratory 1982 - 1986
Skills
Mergers, Data Analysis, Problem Solving, Business Strategy, Strategic Planning, Financial Modeling, Financial Analysis, Process Improvement, Finance, Treasury Management, Project Management, Mergers & Acquisitions, Commercial Banking, Banking, Analytics, Business Development, Risk Management, Corporate Finance, Financial Services
Education
University of North Florida - College of Business Administration 1986 — 1988
MBA
Simmons College 1978 — 1982
BA, Applied Mathematics and Experimental Psychology
Northfield Mount Hermon 1974 — 1978
Diploma
Wells Fargo October 2009 - Present
Wachovia 1995 - October 2009
First Union National Bank 1991 - 1994
First Union National Bank August 1988 - September 1990
Air Force Research Laboratory 1982 - 1986
Skills
Mergers, Data Analysis, Problem Solving, Business Strategy, Strategic Planning, Financial Modeling, Financial Analysis, Process Improvement, Finance, Treasury Management, Project Management, Mergers & Acquisitions, Commercial Banking, Banking, Analytics, Business Development, Risk Management, Corporate Finance, Financial Services
Education
University of North Florida - College of Business Administration 1986 — 1988
MBA
Simmons College 1978 — 1982
BA, Applied Mathematics and Experimental Psychology
Northfield Mount Hermon 1974 — 1978
Diploma
Scott Miler Scott Miler's First Union National Bank Experience 1993 - 1998
Job Regional ManagerCRE at U.S. Bank
Industry Banking
Experience
U.S. Bank February 2008 - Present
American Security Bank & Trust January 2003 - February 2008
First Union Securities 1998 - 2001
First Union National Bank 1993 - 1998
Skills
Banking, Financial Analysis, Loans, Real Estate, Commercial Lending, Management, Investments, Credit, Portfolio Management, Credit Analysis, Commercial Banking
Education
Southern Methodist University 1978 — 1982
Metairie Park Country Day School 1973 — 1978
U.S. Bank February 2008 - Present
American Security Bank & Trust January 2003 - February 2008
First Union Securities 1998 - 2001
First Union National Bank 1993 - 1998
Skills
Banking, Financial Analysis, Loans, Real Estate, Commercial Lending, Management, Investments, Credit, Portfolio Management, Credit Analysis, Commercial Banking
Education
Southern Methodist University 1978 — 1982
Metairie Park Country Day School 1973 — 1978
Vianney Pegram, MS, DTM Vianney Pegram, MS, DTM's First Union National Bank Experience June 2002 - February 2003
Job Business Analyst
Industry Professional Training & Coaching
Experience
Leading With Vision & Innovation Internationally April 2010 - Present
John Tyler Community College June 2014 - September 2014
Altria February 2006 - December 2011
Bank of America March 2005 - February 2006
Bank of America April 2003 - March 2005
First Union National Bank June 2002 - February 2003
SunTrust Bank February 1998 - June 2002
Skills
Negotiation, Business Relationship..., Project Management, Branch Management, New Business Development, Account Management, Sales Management, Team Building, Leadership, Cross-functional Team..., Marketing, Market Research, Change Management, Team Leadership, Strategic Planning, Public Relations, Project Planning, Sales, Management Consulting, Leadership Development, Process Improvement, Public Speaking, Management, Product Development, Employee Training, CRM, Training, Organizational..., Coaching, Budgets, Forecasting, Contract Negotiation, Policy, Business Strategy, Entrepreneurship, Program Management, Recruiting, Business Planning, Regulatory Compliance., Time Management, Analysis, Executive Coaching, Strategy, Performance Management, Human Resources, Risk Management, Teamwork, Proposal Writing, Employee Relations, Mergers & Acquisitions
Education
Northeastern University 2011 — 2012
Master of Science (M.S.), LEADERSHIP
Strayer University (VA) 2006 — 2010
Bachelor's degree, MANAGEMENT
Leading With Vision & Innovation Internationally April 2010 - Present
John Tyler Community College June 2014 - September 2014
Altria February 2006 - December 2011
Bank of America March 2005 - February 2006
Bank of America April 2003 - March 2005
First Union National Bank June 2002 - February 2003
SunTrust Bank February 1998 - June 2002
Skills
Negotiation, Business Relationship..., Project Management, Branch Management, New Business Development, Account Management, Sales Management, Team Building, Leadership, Cross-functional Team..., Marketing, Market Research, Change Management, Team Leadership, Strategic Planning, Public Relations, Project Planning, Sales, Management Consulting, Leadership Development, Process Improvement, Public Speaking, Management, Product Development, Employee Training, CRM, Training, Organizational..., Coaching, Budgets, Forecasting, Contract Negotiation, Policy, Business Strategy, Entrepreneurship, Program Management, Recruiting, Business Planning, Regulatory Compliance., Time Management, Analysis, Executive Coaching, Strategy, Performance Management, Human Resources, Risk Management, Teamwork, Proposal Writing, Employee Relations, Mergers & Acquisitions
Education
Northeastern University 2011 — 2012
Master of Science (M.S.), LEADERSHIP
Strayer University (VA) 2006 — 2010
Bachelor's degree, MANAGEMENT
Peter Matulis's First Union National Bank Experience July 1994 - August 1997
Job Senior Vice President/Sales Team Leader at Brown & Brown of Florida, Inc.
Industry Insurance
Experience
Brown & Brown, Inc. April 2013 - Present
Brown & Brown of Florida, Inc. August 1997 - April 2013
First Union National Bank July 1994 - August 1997
Skills
Insurance, Workers Compensation, Employee Benefits, Professional Liability, Casualty, Property, Property & Casualty..., Health Insurance, Liability, General Insurance, Legal Liability, Excess, Disability Insurance, D&O, Brokers, Employment Practices..., Commercial Lines, Umbrella Insurance, Commercial Insurance, Reinsurance, Insurance Brokerage, Inland Marine, Claims Management, Captives, Strategic Financial..., Directors & Officers..., Health Savings Accounts, Liability Analysis, Life Insurance, Investments, Surety Bonds, Small Business
Education
Stetson University 1990 — 1994
B.A., Finance
JP Taravella High School 1986 — 1990
Brown & Brown, Inc. April 2013 - Present
Brown & Brown of Florida, Inc. August 1997 - April 2013
First Union National Bank July 1994 - August 1997
Skills
Insurance, Workers Compensation, Employee Benefits, Professional Liability, Casualty, Property, Property & Casualty..., Health Insurance, Liability, General Insurance, Legal Liability, Excess, Disability Insurance, D&O, Brokers, Employment Practices..., Commercial Lines, Umbrella Insurance, Commercial Insurance, Reinsurance, Insurance Brokerage, Inland Marine, Claims Management, Captives, Strategic Financial..., Directors & Officers..., Health Savings Accounts, Liability Analysis, Life Insurance, Investments, Surety Bonds, Small Business
Education
Stetson University 1990 — 1994
B.A., Finance
JP Taravella High School 1986 — 1990
Dawn Champ Dawn Champ's First Union National Bank Experience December 1997 - December 1998
Job Site Operations Manager, Assistant Vice President
Industry Banking
Experience
Wells Fargo August 2007 - Present
Bank of America October 2006 - April 2007
Bank of America September 2003 - October 2006
Bank of America September 2001 - September 2003
Bank of America September 2000 - September 2001
Bank of America February 1999 - September 2000
First Union National Bank December 1997 - December 1998
Skills
Process Improvement, Performance Management, Call Center, Management, Leadership, Six Sigma, Strategic Planning, Training, Banking, Business Strategy, Human Resources, Customer Service, Vendor Management, Finance, Coaching, Call Centers, Employee Relations, Operations Management, Team Building, Risk Management, Customer Satisfaction, Business Analysis, Financial Services, Time Management
Education
Professional Development 2002 — 2008
St. Petersburg College
Management and Organizational Leadership, Project Management
Tucker County High School
Wells Fargo August 2007 - Present
Bank of America October 2006 - April 2007
Bank of America September 2003 - October 2006
Bank of America September 2001 - September 2003
Bank of America September 2000 - September 2001
Bank of America February 1999 - September 2000
First Union National Bank December 1997 - December 1998
Skills
Process Improvement, Performance Management, Call Center, Management, Leadership, Six Sigma, Strategic Planning, Training, Banking, Business Strategy, Human Resources, Customer Service, Vendor Management, Finance, Coaching, Call Centers, Employee Relations, Operations Management, Team Building, Risk Management, Customer Satisfaction, Business Analysis, Financial Services, Time Management
Education
Professional Development 2002 — 2008
St. Petersburg College
Management and Organizational Leadership, Project Management
Tucker County High School
Allan Elliott's First Union National Bank Experience April 1993 - September 1996
Job Director, Managed Services at SunGard Availability Services
Industry Computer Hardware
Experience
SunGard Availability Services October 2011 - Present
Oracle Corporation October 1996 - October 2011
First Union National Bank April 1993 - September 1996
Software Data Services June 1992 - March 1993
Transamerica Reinsurance March 1990 - May 1992
Glendale Federal Bank September 1989 - February 1990
Pre-1989 February 1984 - April 1984
Skills
Strategic Planning, Databases, Program Management, Financial Services, Operations Management, Balanced Scorecard, Business Intelligence, IT Operations, IT Outsourcing, ITIL, Integration, Data Center, Outsourcing, Project Management, Oracle E-Business Suite, ERP, Risk Management, Management, Cloud Computing, IT Strategy, Consulting, Business Development, SaaS, Managed Services, Strategy, Vendor Management, Professional Services, Enterprise Software, Disaster Recovery, Account Management, IT Service Management, Data Warehousing, IT Management, Solution Architecture, Enterprise Architecture, CRM, Virtualization, Solution Selling, Networking, Workforce Globalization, Security, Service Delivery, High Availability, Pre-sales, Storage Area Networks, Business Alliances, Business Continuity, Business Process, Storage
Education
St. Petersburg College
University of South Florida
SunGard Availability Services October 2011 - Present
Oracle Corporation October 1996 - October 2011
First Union National Bank April 1993 - September 1996
Software Data Services June 1992 - March 1993
Transamerica Reinsurance March 1990 - May 1992
Glendale Federal Bank September 1989 - February 1990
Pre-1989 February 1984 - April 1984
Skills
Strategic Planning, Databases, Program Management, Financial Services, Operations Management, Balanced Scorecard, Business Intelligence, IT Operations, IT Outsourcing, ITIL, Integration, Data Center, Outsourcing, Project Management, Oracle E-Business Suite, ERP, Risk Management, Management, Cloud Computing, IT Strategy, Consulting, Business Development, SaaS, Managed Services, Strategy, Vendor Management, Professional Services, Enterprise Software, Disaster Recovery, Account Management, IT Service Management, Data Warehousing, IT Management, Solution Architecture, Enterprise Architecture, CRM, Virtualization, Solution Selling, Networking, Workforce Globalization, Security, Service Delivery, High Availability, Pre-sales, Storage Area Networks, Business Alliances, Business Continuity, Business Process, Storage
Education
St. Petersburg College
University of South Florida
Greg Shealy Greg Shealy's First Union National Bank Experience 1990 - 1995
Job Shred360, Director of Sales & Marketing
Industry Information Services
Experience
Shred360 January 2011 - Present
Home Furniture Co January 1998 - January 2011
Colonial Life 1997 - 1998
Wachovia Bank of SC 1995 - 1997
First Union National Bank 1990 - 1995
First Union National Bank 1990 - 1990
Skills
Team Building, Strategic Planning, Information Management, Sales Management, Sales, Negotiation, Solution Selling, Customer Service, Public Speaking, Management, New Business Development, Business Development, Coaching, Leadership, Team Leadership, Successful Business..., Family Man, Sports Coaching, Refereeing
Education
The Citadel 1986 — 1990
BS, Business Administration
Shred360 January 2011 - Present
Home Furniture Co January 1998 - January 2011
Colonial Life 1997 - 1998
Wachovia Bank of SC 1995 - 1997
First Union National Bank 1990 - 1995
First Union National Bank 1990 - 1990
Skills
Team Building, Strategic Planning, Information Management, Sales Management, Sales, Negotiation, Solution Selling, Customer Service, Public Speaking, Management, New Business Development, Business Development, Coaching, Leadership, Team Leadership, Successful Business..., Family Man, Sports Coaching, Refereeing
Education
The Citadel 1986 — 1990
BS, Business Administration
Leise Hammer Leise Hammer's First Union National Bank Experience 1995 - 1998
Job Experienced Financial Services Associate
Industry Financial Services
Experience
The Worth Collection,Ltd. January 2009 - June 2011
Bill Blass of New York 2007 - 2009
Merrill Lynch 1998 - 1999
First Union National Bank 1995 - 1998
Skills
Trust Services, Strategic Financial..., Accounting, Insurance, Estate Planning, Wealth Management, Retirement Planning
Education
Sweet Briar College 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
The Bolles School 1984 — 1988
The Worth Collection,Ltd. January 2009 - June 2011
Bill Blass of New York 2007 - 2009
Merrill Lynch 1998 - 1999
First Union National Bank 1995 - 1998
Skills
Trust Services, Strategic Financial..., Accounting, Insurance, Estate Planning, Wealth Management, Retirement Planning
Education
Sweet Briar College 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
The Bolles School 1984 — 1988
Andre L. Gifford Andre L. Gifford's First Union National Bank Experience July 1987 - November 1996
Job Pers Lines Manager/Acct Manager Bear Insurance Service/Mt. Pleasant LocustAlbemarle Agency's Serving the Carolinas
Industry Insurance
Experience
Bear Insurance Service/Mt. Pleasant - Locust - Albemarle Agency's Serving the Carolinas September 2015 - Present
Gilmore Insurance & Associates, Inc August 2001 - August 2015
Gifford Insurance Agency November 1996 - July 2001
First Union National Bank July 1987 - November 1996
Skills
Managment, Insurance, Underwriting, Property & Casualty..., General Insurance, Auto Insurance, Homeowners, Umbrella Insurance, Inland Marine, Personal Watercraft, Liability, Customer Service, Commercial Lines, Commercial Insurance, Small Business, Life Insurance, Brokers, Management, Account Management, Claim, Sales, Sales Management
Education
Tallahassee Community College 1982 — 1985
Associate's degree, Business and Social Skills
Amos P. Godby High School 1979 — 1982
Yes
Bear Insurance Service/Mt. Pleasant - Locust - Albemarle Agency's Serving the Carolinas September 2015 - Present
Gilmore Insurance & Associates, Inc August 2001 - August 2015
Gifford Insurance Agency November 1996 - July 2001
First Union National Bank July 1987 - November 1996
Skills
Managment, Insurance, Underwriting, Property & Casualty..., General Insurance, Auto Insurance, Homeowners, Umbrella Insurance, Inland Marine, Personal Watercraft, Liability, Customer Service, Commercial Lines, Commercial Insurance, Small Business, Life Insurance, Brokers, Management, Account Management, Claim, Sales, Sales Management
Education
Tallahassee Community College 1982 — 1985
Associate's degree, Business and Social Skills
Amos P. Godby High School 1979 — 1982
Yes
Kathleen Hull Kathleen Hull's First Union National Bank Experience April 1997 - March 1999
Job Financial Analyst at Brick House Consulting LLC
Industry Accounting
Experience
Self employed in the commercial retail industry January 2003 - Present
Brick House Consulting LLC/PSMJ Resources, Inc. January 2014 - Present
BANK ONE CORPORATION March 1999 - November 2001
FIRST UNION NATIONAL BANK April 1997 - March 1999
VOCA CORPORATION February 1990 - March 1997
JC PENNEY COMPANY, INC. July 1987 - February 1990
Skills
Financial Reporting, Forecasting, Accounting, General Ledger, Auditing, Internal Controls, Budgets, Analysis, Accounts Payable, Management, Cash Flow, Finance, Payroll, Leadership, Fixed Assets, Financial Analysis, Financial Audits, Variance Analysis, Financial Statements, Journal Entries
Education
University of Dayton 1992 — 1994
Masters of Business Administration, Business Administration and Management, General
The Ohio State University 1983 — 1987
Bachelor of Science (BS)-Bus. Admin., Accounting
Self employed in the commercial retail industry January 2003 - Present
Brick House Consulting LLC/PSMJ Resources, Inc. January 2014 - Present
BANK ONE CORPORATION March 1999 - November 2001
FIRST UNION NATIONAL BANK April 1997 - March 1999
VOCA CORPORATION February 1990 - March 1997
JC PENNEY COMPANY, INC. July 1987 - February 1990
Skills
Financial Reporting, Forecasting, Accounting, General Ledger, Auditing, Internal Controls, Budgets, Analysis, Accounts Payable, Management, Cash Flow, Finance, Payroll, Leadership, Fixed Assets, Financial Analysis, Financial Audits, Variance Analysis, Financial Statements, Journal Entries
Education
University of Dayton 1992 — 1994
Masters of Business Administration, Business Administration and Management, General
The Ohio State University 1983 — 1987
Bachelor of Science (BS)-Bus. Admin., Accounting
Monica Nail Monica Nail's First Union National Bank Experience August 1997 - April 2001
Job QA Analyst at Randstad Technologies US
Industry Information Technology and Services
Experience
Randstad Technologies US June 2014 - Present
Randstad Technologies US August 2013 - November 2013
Technisource October 2009 - July 2011
Strategic Staffing Solutions February 2008 - March 2009
Signature Consultants July 2007 - February 2008
Wachovia April 2001 - September 2006
First Union National Bank August 1997 - April 2001
Penta 1996 - 1997
US Navy November 1990 - December 1995
Skills
SDLC, Quality Center, Quality Assurance, User Acceptance Testing, Software Documentation, Troubleshooting, Testing, Test Planning, Analysis, Manual Testing, Business Analysis, Requirements Gathering, Business Requirements, Vendor Management, SharePoint, QTP, Visio, Test Cases, Call Centers, Regression Testing, Integration, Waterfall, Requirements Analysis
Education
Strayer University 2004 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, 3.7
ECPI College of Technology 1999 — 2000
Computer Technology Program, Computer Technology
Randstad Technologies US June 2014 - Present
Randstad Technologies US August 2013 - November 2013
Technisource October 2009 - July 2011
Strategic Staffing Solutions February 2008 - March 2009
Signature Consultants July 2007 - February 2008
Wachovia April 2001 - September 2006
First Union National Bank August 1997 - April 2001
Penta 1996 - 1997
US Navy November 1990 - December 1995
Skills
SDLC, Quality Center, Quality Assurance, User Acceptance Testing, Software Documentation, Troubleshooting, Testing, Test Planning, Analysis, Manual Testing, Business Analysis, Requirements Gathering, Business Requirements, Vendor Management, SharePoint, QTP, Visio, Test Cases, Call Centers, Regression Testing, Integration, Waterfall, Requirements Analysis
Education
Strayer University 2004 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, 3.7
ECPI College of Technology 1999 — 2000
Computer Technology Program, Computer Technology
C. Jeff Hill, CFP®,ChFC®,ADPA®'s First Union National Bank Experience May 1996 - February 2000
Job Vice President, Regional Bank Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Wells Fargo January 2009 - Present
Wachovia 1996 - October 2011
Central Carolina Bank (Divestiture) February 2002 - August 2002
First Union National Bank May 1996 - February 2000
Skills
Real Estate, Mergers, Credit, Portfolio Management, Customer Relations, Strategic Planning, Budgeting, Coaching, Customer Service, Accounting, Mentoring, Negotiation, Team Building, Compliance, Investments, Budgets, Mergers & Acquisitions, Strategic Financial..., Finance, Loans, Wealth Management, Mortgage Lending, Recruiting, Leadership, Asset Management, Mortgage Banking, Financial Reporting, Loan Origination, Retirement Planning, Employee Benefits, Consumer Lending, Credit Risk, Financial Advisory, Management, Retirement, Banking, Commercial Lending, Financial Planning, Small Business Lending, Risk Management, Small Business, Investment Properties, Credit Analysis, Commercial Banking, Financial Analysis
Education
The American College 2005 — 2007
CFP, Certified Financial Planner
Western Carolina University 1988 — 1992
BSBA, Business Law, Computer Information Systems
Wells Fargo October 2014 - Present
Wells Fargo January 2009 - Present
Wachovia 1996 - October 2011
Central Carolina Bank (Divestiture) February 2002 - August 2002
First Union National Bank May 1996 - February 2000
Skills
Real Estate, Mergers, Credit, Portfolio Management, Customer Relations, Strategic Planning, Budgeting, Coaching, Customer Service, Accounting, Mentoring, Negotiation, Team Building, Compliance, Investments, Budgets, Mergers & Acquisitions, Strategic Financial..., Finance, Loans, Wealth Management, Mortgage Lending, Recruiting, Leadership, Asset Management, Mortgage Banking, Financial Reporting, Loan Origination, Retirement Planning, Employee Benefits, Consumer Lending, Credit Risk, Financial Advisory, Management, Retirement, Banking, Commercial Lending, Financial Planning, Small Business Lending, Risk Management, Small Business, Investment Properties, Credit Analysis, Commercial Banking, Financial Analysis
Education
The American College 2005 — 2007
CFP, Certified Financial Planner
Western Carolina University 1988 — 1992
BSBA, Business Law, Computer Information Systems
Cedric Davis Cedric Davis's First Union National Bank Experience August 1994 - May 1999
Job Account Manager at Time Warner Cable Business Class
Industry Telecommunications
Experience
Time Warner Cable Business Class August 2006 - Present
Carolina Dental Partners June 1999 - July 2005
First Union National Bank August 1994 - May 1999
Skills
Telecommunications, Account Management, Salesforce.com, Sales, Team Leadership, Microsoft Office, Finance Accounting, Technical Support, Project Management, Account Manager, Commercial Banking, Proactive Sales, Contract Negotiation
Education
South Carolina State University 1988 — 1993
Bachelor of Applied Science, Accounting
Time Warner Cable Business Class August 2006 - Present
Carolina Dental Partners June 1999 - July 2005
First Union National Bank August 1994 - May 1999
Skills
Telecommunications, Account Management, Salesforce.com, Sales, Team Leadership, Microsoft Office, Finance Accounting, Technical Support, Project Management, Account Manager, Commercial Banking, Proactive Sales, Contract Negotiation
Education
South Carolina State University 1988 — 1993
Bachelor of Applied Science, Accounting
Ben Hill Ben Hill's First Union National Bank Experience August 1990 - May 1994
Job Shareholder at Hill Ward Henderson
Industry Law Practice
Experience
Hill Ward Henderson January 2005 - Present
Akerman Senterfitt August 1997 - January 2005
First Union National Bank August 1990 - May 1994
Skills
Product Liability, Litigation, Commercial Litigation, Torts, Civil Litigation, Personal Injury, Class Actions, Personal Injury..., Legal Malpractice, Trial Practice, Business Litigation, Trials, Wrongful Death, Arbitration, Appeals, Claim, Medical Malpractice
Education
Stetson University College of Law 1994 — 1997
J.D.
Vanderbilt University 1986 — 1990
B.A., Political Science
Jesuit High School of Tampa 1983 — 1986
Hill Ward Henderson January 2005 - Present
Akerman Senterfitt August 1997 - January 2005
First Union National Bank August 1990 - May 1994
Skills
Product Liability, Litigation, Commercial Litigation, Torts, Civil Litigation, Personal Injury, Class Actions, Personal Injury..., Legal Malpractice, Trial Practice, Business Litigation, Trials, Wrongful Death, Arbitration, Appeals, Claim, Medical Malpractice
Education
Stetson University College of Law 1994 — 1997
J.D.
Vanderbilt University 1986 — 1990
B.A., Political Science
Jesuit High School of Tampa 1983 — 1986
Ingrid Winterkamp Shute's First Union National Bank Experience 1996 - 2001
Job Banking Professional
Industry Banking
Experience
Wells Fargo/Apex Systems 2014 - Present
TIAA-CREF /Diversant, LLC 2012 - 2013
Bank of America 2006 - 2011
Bank of America /TekSystems 2004 - 2006
Wachovia Bank 2001 - 2004
First Union National Bank 1996 - 2001
Skills
Business Process..., Business Process Design, Information Security..., Project Management, Access Control, Technical Documentation, Strategic Communications, Standards Compliance, Standards Development, Operations Management, Data Analysis, Risk Management, Six Sigma, Management, Business Continuity
Education
Southern Illinois University, Carbondale
Bachelor of Arts (B.A.)
Wells Fargo/Apex Systems 2014 - Present
TIAA-CREF /Diversant, LLC 2012 - 2013
Bank of America 2006 - 2011
Bank of America /TekSystems 2004 - 2006
Wachovia Bank 2001 - 2004
First Union National Bank 1996 - 2001
Skills
Business Process..., Business Process Design, Information Security..., Project Management, Access Control, Technical Documentation, Strategic Communications, Standards Compliance, Standards Development, Operations Management, Data Analysis, Risk Management, Six Sigma, Management, Business Continuity
Education
Southern Illinois University, Carbondale
Bachelor of Arts (B.A.)
Roman Tsimberg Roman Tsimberg's First Union National Bank Experience April 2000 - May 2003
Job Regional Director/ Commercial Real Estate Sales
Industry Real Estate
Experience
Coldwell Banker Commercial January 2012 - Present
Luxe International Trading Inc February 2009 - January 2012
Nations Realty Trust, Inc June 2003 - December 2009
First Union National Bank April 2000 - May 2003
Merrill Lynch April 1997 - May 2000
Skills
Russian, Commercial Real Estate, Investment Properties, Investment Strategies, Real Estate Investment..., Finance, Real Estate
Education
The Johns Hopkins University 1999 — 2001
MBA, Finance/Economics
University of Baltimore 1991 — 1995
BS, Finance
Coldwell Banker Commercial January 2012 - Present
Luxe International Trading Inc February 2009 - January 2012
Nations Realty Trust, Inc June 2003 - December 2009
First Union National Bank April 2000 - May 2003
Merrill Lynch April 1997 - May 2000
Skills
Russian, Commercial Real Estate, Investment Properties, Investment Strategies, Real Estate Investment..., Finance, Real Estate
Education
The Johns Hopkins University 1999 — 2001
MBA, Finance/Economics
University of Baltimore 1991 — 1995
BS, Finance
R. Searing Merrill R. Searing Merrill's First Union National Bank Experience 1992 - 1998
Job President at Boykin Barnett Companies
Industry Real Estate
Experience
Boykin Barnett Companies 1999 - Present
First Union National Bank 1992 - 1998
Education
University of Tampa 1998 — 1999
Master of Business Administration (MBA)
Texas Christian University 1987 — 1991
Bachelor of Science (BS), Political Science and Government
Boykin Barnett Companies 1999 - Present
First Union National Bank 1992 - 1998
Education
University of Tampa 1998 — 1999
Master of Business Administration (MBA)
Texas Christian University 1987 — 1991
Bachelor of Science (BS), Political Science and Government
Bryan Mitchell Bryan Mitchell's First Union National Bank Experience January 1997 - January 1998
Job Experienced Investment Professional, Banker and Business Builder
Industry Financial Services
Experience
TEFCO January 2011 - Present
Consulting - Private Practice June 2008 - Present
MCG Capital January 1998 - October 2006
Broadview Networks 2005 - September 2006
Jenzabar January 2004 - September 2006
JupiterKagan Research, Inc. 2003 - September 2006
First Union National Bank January 1997 - January 1998
Signet Banking Corporation January 1988 - January 1997
Skills
Customer Service, Windows, Research, Outlook, Teaching, Strategic Planning, Budgets, Negotiation, Editing, Executive Management, Situational Leadership, Organizational..., Debt Management, Private Equity, Mergers & Acquisitions, Investments, Corporate Finance, Valuation
Education
Washington College 1982 — 1984
Economics
Syracuse University 1979 — 1982
Economics
TEFCO January 2011 - Present
Consulting - Private Practice June 2008 - Present
MCG Capital January 1998 - October 2006
Broadview Networks 2005 - September 2006
Jenzabar January 2004 - September 2006
JupiterKagan Research, Inc. 2003 - September 2006
First Union National Bank January 1997 - January 1998
Signet Banking Corporation January 1988 - January 1997
Skills
Customer Service, Windows, Research, Outlook, Teaching, Strategic Planning, Budgets, Negotiation, Editing, Executive Management, Situational Leadership, Organizational..., Debt Management, Private Equity, Mergers & Acquisitions, Investments, Corporate Finance, Valuation
Education
Washington College 1982 — 1984
Economics
Syracuse University 1979 — 1982
Economics
Cheryl Hart Cheryl Hart's First Union National Bank Experience 1976 - 2001
Job Compliance & Risk Management
Industry Banking
Experience
McGraw-Hill Federal Credit Union July 2015 - Present
TruMark Financial Credit Union September 2006 - October 2014
First Union National Bank 1976 - 2001
Skills
Research, Analysis, Vendor Management, Records Management, Banking, Bank Secrecy Act, Compliance Management, Enterprise Risk..., Risk Management, AML, Retail Banking, Loans, Training, Leadership, Management, Legal Compliance, Financial Risk, Strategic Risk, Reputation Risk, Compliance Risk, Regulatory Policy, Policy Analysis, Reporting & Analysis, Project Management, Business Continuity, USA PATRIOT Act, Anti Money Laundering, OFAC, KYC, Compliance Training, Coaching, Team Building, Commercial Lending, Credit Cards, Credit Unions, Financial Services, Business Banking, Operational Risk..., ACH, Regulations, Compliance Regulations, Medical Compliance, Nursing Care, Nursing Homes, Nursing Process, Financial Institutions, Operational Risk, Fraud Detection, Regulatory Analysis, Risk Analysis
Education
Walden University 2011 — 2013
Master of Business Administration (M.B.A.), Risk Management, 4.0
Strayer University-Pennsylvania 2008 — 2011
Bachelor of Business Administration (BBA), Management, Magna cum Laude
Community College of Philadelphia 1993 — 1995
Associate of Science (AS), Registered Nursing/Registered Nurse
Penn State University 1991 — 1992
Certified in Training and Development, Training and Development
McGraw-Hill Federal Credit Union July 2015 - Present
TruMark Financial Credit Union September 2006 - October 2014
First Union National Bank 1976 - 2001
Skills
Research, Analysis, Vendor Management, Records Management, Banking, Bank Secrecy Act, Compliance Management, Enterprise Risk..., Risk Management, AML, Retail Banking, Loans, Training, Leadership, Management, Legal Compliance, Financial Risk, Strategic Risk, Reputation Risk, Compliance Risk, Regulatory Policy, Policy Analysis, Reporting & Analysis, Project Management, Business Continuity, USA PATRIOT Act, Anti Money Laundering, OFAC, KYC, Compliance Training, Coaching, Team Building, Commercial Lending, Credit Cards, Credit Unions, Financial Services, Business Banking, Operational Risk..., ACH, Regulations, Compliance Regulations, Medical Compliance, Nursing Care, Nursing Homes, Nursing Process, Financial Institutions, Operational Risk, Fraud Detection, Regulatory Analysis, Risk Analysis
Education
Walden University 2011 — 2013
Master of Business Administration (M.B.A.), Risk Management, 4.0
Strayer University-Pennsylvania 2008 — 2011
Bachelor of Business Administration (BBA), Management, Magna cum Laude
Community College of Philadelphia 1993 — 1995
Associate of Science (AS), Registered Nursing/Registered Nurse
Penn State University 1991 — 1992
Certified in Training and Development, Training and Development
Janeen Duncan Janeen Duncan's First Union National Bank Experience September 1997 - February 2000
Job
Industry Information Technology and Services
Experience
Strayer University January 2013 - June 2013
Wells Fargo December 2009 - December 2012
Wachovia August 2008 - December 2009
Aon Hewitt November 2005 - August 2008
Wachovia Bank March 2000 - October 2005
First Union National Bank September 1997 - February 2000
First Union National Bank March 1994 - August 1997
Naval Special Warfare Group TWO March 1990 - January 1994
Skills
Technical Writing, User Acceptance Testing, Visio, SharePoint, SnagIt, Software Documentation, SDLC, Instructional Design, Business Analysis, Lotus Notes, MS Project, Quality Assurance, Outlook, Requirements Analysis, Banking, Access, Vendor Management, ADDIE, E-Learning, Leadership, Training, Program Management, Performance Consulting, Content Management, Instructor-led Training, Blended Learning, Learning Management..., Training Delivery, Learning Management, Management, Integration, Cross-functional Team..., Analysis, Disaster Recovery, Call Centers, Troubleshooting, Human Resources, Technical Documentation, Needs Analysis, Dreamweaver, Technical Training, Information Technology
Education
Strayer University 2011 — 2014
Master's Degree
Strayer University (VA) 2008 — 2011
BSIS
St. Mary's College of Maryland 1981 — 1982
Strayer University January 2013 - June 2013
Wells Fargo December 2009 - December 2012
Wachovia August 2008 - December 2009
Aon Hewitt November 2005 - August 2008
Wachovia Bank March 2000 - October 2005
First Union National Bank September 1997 - February 2000
First Union National Bank March 1994 - August 1997
Naval Special Warfare Group TWO March 1990 - January 1994
Skills
Technical Writing, User Acceptance Testing, Visio, SharePoint, SnagIt, Software Documentation, SDLC, Instructional Design, Business Analysis, Lotus Notes, MS Project, Quality Assurance, Outlook, Requirements Analysis, Banking, Access, Vendor Management, ADDIE, E-Learning, Leadership, Training, Program Management, Performance Consulting, Content Management, Instructor-led Training, Blended Learning, Learning Management..., Training Delivery, Learning Management, Management, Integration, Cross-functional Team..., Analysis, Disaster Recovery, Call Centers, Troubleshooting, Human Resources, Technical Documentation, Needs Analysis, Dreamweaver, Technical Training, Information Technology
Education
Strayer University 2011 — 2014
Master's Degree
Strayer University (VA) 2008 — 2011
BSIS
St. Mary's College of Maryland 1981 — 1982
Duke Wadsworth Duke Wadsworth's First Union National Bank Experience July 1998 - April 1999
Job Author of EBooks at Smashwords.com
Industry Professional Training & Coaching
Experience
Smashwords.com August 2013 - Present
Get THAT Job April 1999 - Present
Freelance April 1999 - January 2013
City of Jacksonville Florida May 2011 - July 2011
First Union National Bank July 1998 - April 1999
Barnett Bank June 1997 - July 1998
Merrill Lynch August 1995 - June 1997
Prudential Financial March 1969 - December 1991
U. S. Army - Army Security Agency - Special Projects Unit June 1957 - June 1960
Skills
Business Analysis, Software Project..., Systems Analysis, Access, Microsoft Office, Word, Problem Solving, Customer Service, Excel, PowerPoint, MS Project, Creative Problem Solving, Interviewing, Writing, Public Speaking, Resume Writing, Training & Development, Microsoft Office 2007, COBOL, Visual Basic, C, Fortran, Basic, Marketing, Interviews, Team Building, Project Management, Published Author, Leadership Development, Management, Coaching, Supervisory Skills, Time Management, Team Leadership, Employee Benefits, Databases
Education
The University of Connecticut School of Business
MBA Courses, Business
University of Michigan
BA, Education, Mathematics, English
Smashwords.com August 2013 - Present
Get THAT Job April 1999 - Present
Freelance April 1999 - January 2013
City of Jacksonville Florida May 2011 - July 2011
First Union National Bank July 1998 - April 1999
Barnett Bank June 1997 - July 1998
Merrill Lynch August 1995 - June 1997
Prudential Financial March 1969 - December 1991
U. S. Army - Army Security Agency - Special Projects Unit June 1957 - June 1960
Skills
Business Analysis, Software Project..., Systems Analysis, Access, Microsoft Office, Word, Problem Solving, Customer Service, Excel, PowerPoint, MS Project, Creative Problem Solving, Interviewing, Writing, Public Speaking, Resume Writing, Training & Development, Microsoft Office 2007, COBOL, Visual Basic, C, Fortran, Basic, Marketing, Interviews, Team Building, Project Management, Published Author, Leadership Development, Management, Coaching, Supervisory Skills, Time Management, Team Leadership, Employee Benefits, Databases
Education
The University of Connecticut School of Business
MBA Courses, Business
University of Michigan
BA, Education, Mathematics, English
Mark Kuniansky Mark Kuniansky's First Union National Bank Experience January 1992 - September 1996
Job Business Systems Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo May 2014 - Present
ACN October 2013 - May 2014
Johnson Controls April 2013 - August 2013
Kforce Inc. July 2012 - March 2013
Duke Energy Corporation May 2011 - February 2012
Wells Fargo August 2009 - January 2011
Wachovia May 2008 - August 2009
Hewitt Associates March 2006 - May 2008
Wachovia, A Wells Fargo Company September 1996 - March 2006
First Union National Bank January 1992 - September 1996
Skills
PeopleTools, SDLC, Quality Center, PeopleSoft, HRIS, Mentoring, Large Systems..., SQL, Integration, Workday, Payroll, Requirements Gathering, Oracle, Requirements Analysis
Education
The George Washington University
A.S., Psychology, literature
University of Miami - School of Business
B.B.A., Business Administration
Wells Fargo May 2014 - Present
ACN October 2013 - May 2014
Johnson Controls April 2013 - August 2013
Kforce Inc. July 2012 - March 2013
Duke Energy Corporation May 2011 - February 2012
Wells Fargo August 2009 - January 2011
Wachovia May 2008 - August 2009
Hewitt Associates March 2006 - May 2008
Wachovia, A Wells Fargo Company September 1996 - March 2006
First Union National Bank January 1992 - September 1996
Skills
PeopleTools, SDLC, Quality Center, PeopleSoft, HRIS, Mentoring, Large Systems..., SQL, Integration, Workday, Payroll, Requirements Gathering, Oracle, Requirements Analysis
Education
The George Washington University
A.S., Psychology, literature
University of Miami - School of Business
B.B.A., Business Administration
Eddie Garrett's First Union National Bank Experience July 1998 - June 1999
Job Executive Vice President, Head of Strategy at Weber Shandwick
Industry Public Relations and Communications
Experience
Weber Shandwick June 2014 - Present
Edelman - Consumer Marketing March 2013 - June 2014
Edelman Digital June 2011 - March 2013
Porter Novelli June 2008 - June 2011
Turner Broadcasting March 2002 - June 2008
Gotham Broadband October 2000 - March 2002
Time Warner Cable Media - Road Runner June 1999 - October 2000
First Union National Bank July 1998 - June 1999
Turner Entertainment Group January 1995 - July 1998
Skills
Crisis Communications, Emerging Markets, New Media, Strategy, Mobile Devices, Product Innovation, Digital Strategy, Marketing, Corporate Communications, Leadership, Digital Media, Media Relations, Strategic Communications, Social Media, Social Media Marketing, Internal Communications, Thought Leadership, Integrated Marketing, Content Strategy, Public Relations, Message Development, Social Media Measurement, Reputation Management, Publicity, Press Releases, Communications Planning, Digital Marketing, Public Affairs, Content Development, Communication Training, Speech Writing, Spokesperson
Education
University of Georgia - Terry College of Business 2006 — 2008
MBA
The University of Georgia 1990 — 1994
BSA
Weber Shandwick June 2014 - Present
Edelman - Consumer Marketing March 2013 - June 2014
Edelman Digital June 2011 - March 2013
Porter Novelli June 2008 - June 2011
Turner Broadcasting March 2002 - June 2008
Gotham Broadband October 2000 - March 2002
Time Warner Cable Media - Road Runner June 1999 - October 2000
First Union National Bank July 1998 - June 1999
Turner Entertainment Group January 1995 - July 1998
Skills
Crisis Communications, Emerging Markets, New Media, Strategy, Mobile Devices, Product Innovation, Digital Strategy, Marketing, Corporate Communications, Leadership, Digital Media, Media Relations, Strategic Communications, Social Media, Social Media Marketing, Internal Communications, Thought Leadership, Integrated Marketing, Content Strategy, Public Relations, Message Development, Social Media Measurement, Reputation Management, Publicity, Press Releases, Communications Planning, Digital Marketing, Public Affairs, Content Development, Communication Training, Speech Writing, Spokesperson
Education
University of Georgia - Terry College of Business 2006 — 2008
MBA
The University of Georgia 1990 — 1994
BSA
Kit Carlson, RMA-CRC Kit Carlson, RMA-CRC's First Union National Bank Experience August 1990 - December 1995
Job Manager of Credit Analysis at KeyWorth Bank
Industry Banking
Experience
KeyWorth Bank February 2011 - Present
Ironstone Bank November 2001 - October 2010
Benchmark Data November 2000 - November 2001
SunTrust Bank January 1996 - November 2000
First Union National Bank August 1990 - December 1995
Skills
Banking, Commercial Real Estate, Credit, Loans, Commercial Lending, Commercial Banking, Small Business Lending, Credit Analysis, Mortgage Lending, Finance, Leadership, Training, Lines Of Credit, Consumer Lending, Commercial Mortgages, Portfolio Management
Education
Shorter College 1999 — 2001
BA, Business Administration and Management, General
University of Central Florida
Continuing Education, Florida RMA School of Commercial Lending - The Advanced School
KeyWorth Bank February 2011 - Present
Ironstone Bank November 2001 - October 2010
Benchmark Data November 2000 - November 2001
SunTrust Bank January 1996 - November 2000
First Union National Bank August 1990 - December 1995
Skills
Banking, Commercial Real Estate, Credit, Loans, Commercial Lending, Commercial Banking, Small Business Lending, Credit Analysis, Mortgage Lending, Finance, Leadership, Training, Lines Of Credit, Consumer Lending, Commercial Mortgages, Portfolio Management
Education
Shorter College 1999 — 2001
BA, Business Administration and Management, General
University of Central Florida
Continuing Education, Florida RMA School of Commercial Lending - The Advanced School
Debbie Covington Debbie Covington's First Union National Bank Experience 1995 - 2000
Job Office of the Chancellor, Appalachian State University
Industry Higher Education
Experience
Appalachian State University August 2014 - Present
dfc@1123.hotmail.com July 2010 - Present
Wells Fargo January 2008 - July 2010
Wachovia Corporation January 2007 - December 2007
Wachovia Bank June 2000 - December 2006
First Union/Wachovia Corporation May 1995 - June 2000
First Union National Bank 1995 - 2000
PNC May 1994 - May 1995
Barnett Bank May 1989 - May 1994
Burdines, Federated Department Stores June 1979 - June 1989
Skills
Customer Experience, Mergers, Budget Management, Acquisition Integration, Strategic Planning, Budgets, Sales, Customer Service, Segmentation, Marketing, Program Management, Analytics, Marketing Strategy, Mergers & Acquisitions, Leadership, Strategy, Training, Integrated Marketing, Public Relations, Brand Management, Recruiting, Vendor Management, Advertising, Social Media, Process Improvement, Online Marketing, Management, Integration, Banking, Financial Services, Executive Management, Branding & Identity, Business Planning, Forecasting
Education
University of Phoenix 2011 — 2013
Master of Business Administration (MBA), Honors
University of Phoenix 2003 — 2005
BS, Accounting
St. Petersburg College 1978 — 1980
AA, Business Administration
Appalachian State University August 2014 - Present
dfc@1123.hotmail.com July 2010 - Present
Wells Fargo January 2008 - July 2010
Wachovia Corporation January 2007 - December 2007
Wachovia Bank June 2000 - December 2006
First Union/Wachovia Corporation May 1995 - June 2000
First Union National Bank 1995 - 2000
PNC May 1994 - May 1995
Barnett Bank May 1989 - May 1994
Burdines, Federated Department Stores June 1979 - June 1989
Skills
Customer Experience, Mergers, Budget Management, Acquisition Integration, Strategic Planning, Budgets, Sales, Customer Service, Segmentation, Marketing, Program Management, Analytics, Marketing Strategy, Mergers & Acquisitions, Leadership, Strategy, Training, Integrated Marketing, Public Relations, Brand Management, Recruiting, Vendor Management, Advertising, Social Media, Process Improvement, Online Marketing, Management, Integration, Banking, Financial Services, Executive Management, Branding & Identity, Business Planning, Forecasting
Education
University of Phoenix 2011 — 2013
Master of Business Administration (MBA), Honors
University of Phoenix 2003 — 2005
BS, Accounting
St. Petersburg College 1978 — 1980
AA, Business Administration
Jim Uschelbec Jim Uschelbec's First Union National Bank Experience June 1987 - October 1989
Job Territory Sales Leader at Allstate Insurance Company
Industry Insurance
Experience
Allstate Insurance Company November 1989 - Present
First Union National Bank June 1987 - October 1989
Skills
Commercial Insurance, Property & Casualty..., Life Insurance, Casualty, Disability Insurance, Fixed Annuities, Insurance, General Insurance, Health Insurance, Underwriting, Term Life Insurance, Retirement, Long-term Care
Education
The Citadel 1983 — 1987
BS, Business Administration
Allstate Insurance Company November 1989 - Present
First Union National Bank June 1987 - October 1989
Skills
Commercial Insurance, Property & Casualty..., Life Insurance, Casualty, Disability Insurance, Fixed Annuities, Insurance, General Insurance, Health Insurance, Underwriting, Term Life Insurance, Retirement, Long-term Care
Education
The Citadel 1983 — 1987
BS, Business Administration
Richard Hixson Richard Hixson's First Union National Bank Experience 1994 - 1996
Job SVP at Wachovia Bank
Industry Information Services
Experience
Wachovia Bank SVPWachovia2004 - Present
Barclays 2010 - 2012
Hixson Associates 2004 - 2007
JPMorgan Chase November 1999 - June 2004
Canada Trust 1996 - 1999
First Union National Bank 1994 - 1996
American Express May 1989 - May 1995
Skills
Analytics, Database Marketing, Risk Management
Education
Syracuse University 1979 — 1981
MS, Mathematics
Wachovia Bank SVPWachovia2004 - Present
Barclays 2010 - 2012
Hixson Associates 2004 - 2007
JPMorgan Chase November 1999 - June 2004
Canada Trust 1996 - 1999
First Union National Bank 1994 - 1996
American Express May 1989 - May 1995
Skills
Analytics, Database Marketing, Risk Management
Education
Syracuse University 1979 — 1981
MS, Mathematics
Thomas W Clark Thomas W Clark's First Union National Bank Experience 2000 - 2001
Job Learning and Leadership Development Manager at Corning Incorporated
Industry Financial Services
Experience
Corning Incorporated November 2013 - Present
Bank of America October 2011 - November 2013
Bank of America August 2009 - September 2011
Bank of America March 2004 - August 2009
First Union National Bank 2000 - 2001
First Union National Bank 1997 - 2000
Prudential Relocation 1996 - 1997
Prudential Relocation 1995 - 1996
Skills
Program Management, Team Building, Training, Performance Consulting, Leadership, Strategic Consulting, Instructional Design, Professional..., Management, Vendor Management, Blended Learning, E-Learning, Analysis, Talent Management, Human Resources, Banking, CRM, Customer Service, Organizational..., Call Centers, Change Management, Executive Coaching, Learning Management, Leadership Development, Employee Training, Performance Management, Needs Analysis, ADDIE, Organizational...
Education
Southern Connecticut State University 1986 — 1994
B.S., Education
Corning Incorporated November 2013 - Present
Bank of America October 2011 - November 2013
Bank of America August 2009 - September 2011
Bank of America March 2004 - August 2009
First Union National Bank 2000 - 2001
First Union National Bank 1997 - 2000
Prudential Relocation 1996 - 1997
Prudential Relocation 1995 - 1996
Skills
Program Management, Team Building, Training, Performance Consulting, Leadership, Strategic Consulting, Instructional Design, Professional..., Management, Vendor Management, Blended Learning, E-Learning, Analysis, Talent Management, Human Resources, Banking, CRM, Customer Service, Organizational..., Call Centers, Change Management, Executive Coaching, Learning Management, Leadership Development, Employee Training, Performance Management, Needs Analysis, ADDIE, Organizational...
Education
Southern Connecticut State University 1986 — 1994
B.S., Education
Jim Dandro's First Union National Bank Experience November 1994 - April 1998
Job Business Data Analyst at Southern Scientific Instruments
Industry Food & Beverages
Experience
Southern Scientific Instruments December 2014 - Present
Rivermen Brewing Company March 2014 - Present
U.S. National Whitewater Center 2012 - Present
Dandro Properties Inc 2004 - Present
MDSi, Inc. May 2010 - April 2014
Wachovia 2005 - May 2009
Getronics April 1998 - July 2005
First Union National Bank November 1994 - April 1998
Skills
Project Coordination, Business Analysis, Project Management, Process Improvement, Risk Management, Visio, Business Process..., Team Leadership, Change Management, Resource Management, Account Management, IT Management, Data Center
Education
SUNY Polytechnic Institute 1991 — 1993
BS
State University of New York - System 1989 — 1991
AAS
Southern Scientific Instruments December 2014 - Present
Rivermen Brewing Company March 2014 - Present
U.S. National Whitewater Center 2012 - Present
Dandro Properties Inc 2004 - Present
MDSi, Inc. May 2010 - April 2014
Wachovia 2005 - May 2009
Getronics April 1998 - July 2005
First Union National Bank November 1994 - April 1998
Skills
Project Coordination, Business Analysis, Project Management, Process Improvement, Risk Management, Visio, Business Process..., Team Leadership, Change Management, Resource Management, Account Management, IT Management, Data Center
Education
SUNY Polytechnic Institute 1991 — 1993
BS
State University of New York - System 1989 — 1991
AAS
Robert Wayne Burton Robert Wayne Burton's First Union National Bank Experience December 1995 - December 1996
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Lowe's Home Improvement February 2012 - Present
IntellaPro September 2011 - December 2011
Rugged Wearhouse Inc January 2011 - September 2011
Target Corp August 2009 - February 2011
BJ's Wholesale Club, Inc September 2006 - August 2009
Walmart November 2001 - September 2006
Nortel Network August 2000 - May 2001
MCI Telecommunications December 1996 - August 2000
First Union National Bank December 1995 - December 1996
Bell-Northern Research January 1994 - November 1994
Skills
Product Marketing, Retail Management, Telecommunications, Customer Satisfaction, Market Research, Teaching, Troubleshooting, TCP/IP, Testing, Problem Solving, Social Media, Layout, Team Leadership, Merchandising, Microsoft Office, Pricing, Coaching, Logistics, Retail, Vendor Relations, Inventory Management, Hiring, Team Building, Customer Relations, Cross-functional Team..., Competitive Analysis, P&L, Team Management, P&L Management, Product Development, Budgeting, Mentoring, Planning, Outlook, Strategic Planning, Promotions, Word, Product Management, Marketing Strategy, Scheduling, Inventory Control, Excel, Forecasting, Account Management, Receiving, Negotiation, E-commerce, Sales Management, Advertising, Market Planning
Education
Strayer University 2007 — 2014
Business, Management, Marketing, and Related Support Services
Strayer University Raleigh,N.C. 2007 — 2011
Business Administration, Marketing
Strayer University , Raleigh, N.C. 2007 — 2010
Associate in arts, Business Administration
Strayer University
Associate's degree, Marketing
Durham Technical Community College
B.S, Business Administration/Marketing
Lowe's Home Improvement February 2012 - Present
IntellaPro September 2011 - December 2011
Rugged Wearhouse Inc January 2011 - September 2011
Target Corp August 2009 - February 2011
BJ's Wholesale Club, Inc September 2006 - August 2009
Walmart November 2001 - September 2006
Nortel Network August 2000 - May 2001
MCI Telecommunications December 1996 - August 2000
First Union National Bank December 1995 - December 1996
Bell-Northern Research January 1994 - November 1994
Skills
Product Marketing, Retail Management, Telecommunications, Customer Satisfaction, Market Research, Teaching, Troubleshooting, TCP/IP, Testing, Problem Solving, Social Media, Layout, Team Leadership, Merchandising, Microsoft Office, Pricing, Coaching, Logistics, Retail, Vendor Relations, Inventory Management, Hiring, Team Building, Customer Relations, Cross-functional Team..., Competitive Analysis, P&L, Team Management, P&L Management, Product Development, Budgeting, Mentoring, Planning, Outlook, Strategic Planning, Promotions, Word, Product Management, Marketing Strategy, Scheduling, Inventory Control, Excel, Forecasting, Account Management, Receiving, Negotiation, E-commerce, Sales Management, Advertising, Market Planning
Education
Strayer University 2007 — 2014
Business, Management, Marketing, and Related Support Services
Strayer University Raleigh,N.C. 2007 — 2011
Business Administration, Marketing
Strayer University , Raleigh, N.C. 2007 — 2010
Associate in arts, Business Administration
Strayer University
Associate's degree, Marketing
Durham Technical Community College
B.S, Business Administration/Marketing
Scott A. Barnes's First Union National Bank Experience January 2000 - January 2004
Job ALAW Operations
Industry Legal Services
Experience
ALAW - Albertelli Law April 2013 - Present
Oversite Data Services January 2014 - Present
Lender Processing Services, Inc. (LPS) January 2008 - March 2013
Fidelity National Financial January 2004 - January 2008
First Union National Bank January 2000 - January 2004
Skills
Management, Operations Management, Asset Management, Asset Managment, Banking, Bankruptcy, Credit, Default, Due Diligence, Financial Analysis, Foreclosures, Loan Origination, Loan Servicing, Loans, Loss Mitigation, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Portfolio Management, Process Improvement, Real Estate, Risk Management, Valuation, Vendor Management
Education
Stetson University 1988 — 1991
Bachelor, Finance
ALAW - Albertelli Law April 2013 - Present
Oversite Data Services January 2014 - Present
Lender Processing Services, Inc. (LPS) January 2008 - March 2013
Fidelity National Financial January 2004 - January 2008
First Union National Bank January 2000 - January 2004
Skills
Management, Operations Management, Asset Management, Asset Managment, Banking, Bankruptcy, Credit, Default, Due Diligence, Financial Analysis, Foreclosures, Loan Origination, Loan Servicing, Loans, Loss Mitigation, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Portfolio Management, Process Improvement, Real Estate, Risk Management, Valuation, Vendor Management
Education
Stetson University 1988 — 1991
Bachelor, Finance
Tracey Kingsley Tracey Kingsley's First Union National Bank Experience November 1997 - October 1999
Job Assistant Vice President/Branch Manager at Sun National Bank
Industry Banking
Experience
Sun National Bank April 2011 - Present
Cricket Communications April 2011 - April 2013
Seaview Marriott April 2004 - April 2009
First Union National Bank November 1997 - October 1999
Circuit CIty 1991 - 1993
Skills
Small Business Lending, Commercial Banking, Customer Service, Commercial Lending, Loans, Consumer Lending, Sales, Business Development
Education
Richard Stockton College of New Jersey 2002 — 2006
Bachelors of Arts, Business Administration
Holy Spirit High School 1987 — 1990
Sun National Bank April 2011 - Present
Cricket Communications April 2011 - April 2013
Seaview Marriott April 2004 - April 2009
First Union National Bank November 1997 - October 1999
Circuit CIty 1991 - 1993
Skills
Small Business Lending, Commercial Banking, Customer Service, Commercial Lending, Loans, Consumer Lending, Sales, Business Development
Education
Richard Stockton College of New Jersey 2002 — 2006
Bachelors of Arts, Business Administration
Holy Spirit High School 1987 — 1990
Alison Moreau Alison Moreau's First Union National Bank Experience August 1989 - June 2000
Job Professional Development
Industry Banking
Experience
Georgia Bankers Association September 2005 - Present
First Union National Bank August 1989 - June 2000
Skills
Fundraising, Event Planning
Education
The University of Georgia 1984 — 1987
Bachelor of Arts, Economics
Georgia Bankers Association September 2005 - Present
First Union National Bank August 1989 - June 2000
Skills
Fundraising, Event Planning
Education
The University of Georgia 1984 — 1987
Bachelor of Arts, Economics
Ann Hickman Ann Hickman's First Union National Bank Experience May 2001 - May 2002
Job Founder at Fab Marketing
Industry Marketing and Advertising
Experience
Fab Marketing June 2011 - Present
Deardorff Communications January 2011 - June 2011
Deardorff Communications January 2006 - September 2008
Deardorff Communications June 2003 - January 2006
Deardorff Communications May 2002 - June 2003
First Union National Bank May 2001 - May 2002
First Union National Bank June 1998 - May 2001
Education
The University of Georgia 1994 — 1998
BBA, International Business
University of Georgia - Terry College of Business 1994 — 1998
Fab Marketing June 2011 - Present
Deardorff Communications January 2011 - June 2011
Deardorff Communications January 2006 - September 2008
Deardorff Communications June 2003 - January 2006
Deardorff Communications May 2002 - June 2003
First Union National Bank May 2001 - May 2002
First Union National Bank June 1998 - May 2001
Education
The University of Georgia 1994 — 1998
BBA, International Business
University of Georgia - Terry College of Business 1994 — 1998
Jay Atkinson Jay Atkinson's First Union National Bank Experience 1993 - 1996
Job CEO, AIS Network
Industry Information Technology and Services
Experience
AIS Network January 2010 - Present
3Sixty Holdings, LLC March 2008 - Present
The Pamplin Group, LLC 2007 - Present
RedPeg Marketing, Inc. April 2005 - 2007
Widmeyer Communications 2000 - 2005
Goodway Graphics 1998 - 2000
Ichiban, Inc. 1996 - 1998
First Union National Bank 1993 - 1996
Riggs Bank 1989 - 1993
UVB 1986 - 1988
Skills
Professional Services, Managed Hosting, SaaS, Cloud Computing, Strategy, Strategic Partnerships, Sales, Management, Leadership, Finance, Go-to-market Strategy, Business Development, Management Consulting, Product Management, Human Resources, Enterprise Software, Private Equity, Marketing, E-commerce, Entrepreneurship, Corporate Finance, Operations Management, Networking, Program Management, Mergers & Acquisitions, Start-ups
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1989 — 1992
MBA
Strayer University 1988 — 1989
BS/BA
Fort Hunt High School
Waynewood
AIS Network January 2010 - Present
3Sixty Holdings, LLC March 2008 - Present
The Pamplin Group, LLC 2007 - Present
RedPeg Marketing, Inc. April 2005 - 2007
Widmeyer Communications 2000 - 2005
Goodway Graphics 1998 - 2000
Ichiban, Inc. 1996 - 1998
First Union National Bank 1993 - 1996
Riggs Bank 1989 - 1993
UVB 1986 - 1988
Skills
Professional Services, Managed Hosting, SaaS, Cloud Computing, Strategy, Strategic Partnerships, Sales, Management, Leadership, Finance, Go-to-market Strategy, Business Development, Management Consulting, Product Management, Human Resources, Enterprise Software, Private Equity, Marketing, E-commerce, Entrepreneurship, Corporate Finance, Operations Management, Networking, Program Management, Mergers & Acquisitions, Start-ups
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1989 — 1992
MBA
Strayer University 1988 — 1989
BS/BA
Fort Hunt High School
Waynewood
Tara Santiago Tara Santiago's First Union National Bank Experience April 1998 - July 1999
Job Senior Financial Analyst at Asset Management Specialist
Industry Accounting
Experience
Asset Management Specialist August 2010 - Present
Talley Management Group, Inc. April 2006 - November 2009
American Business Financial Services July 1999 - February 2005
First Union National Bank April 1998 - July 1999
CoreStates Bank, N.A. August 1997 - April 1998
Skills
Financial Analysis, Analysis, Auditing, Accounting, Finance, Financial Accounting, Budgets, Forecasting, Business Process, Internal Controls, General Ledger, Financial Reporting, Accounts Payable, Process Improvement, Managerial Finance, Project Management, Financial Modeling, Variance Analysis, Strategic Financial..., Financial Planning
Education
Temple University - Fox School of Business and Management
BBA, Accounting
Asset Management Specialist August 2010 - Present
Talley Management Group, Inc. April 2006 - November 2009
American Business Financial Services July 1999 - February 2005
First Union National Bank April 1998 - July 1999
CoreStates Bank, N.A. August 1997 - April 1998
Skills
Financial Analysis, Analysis, Auditing, Accounting, Finance, Financial Accounting, Budgets, Forecasting, Business Process, Internal Controls, General Ledger, Financial Reporting, Accounts Payable, Process Improvement, Managerial Finance, Project Management, Financial Modeling, Variance Analysis, Strategic Financial..., Financial Planning
Education
Temple University - Fox School of Business and Management
BBA, Accounting
Charles Barber Charles Barber's First Union National Bank Experience 1997 - 2000
Job President & CEO at The Luzerne Foundation
Industry Nonprofit Organization Management
Experience
The Luzerne Foundation 2000 - Present
First Union National Bank 1997 - 2000
Mellon Private Capital Management 1995 - 1997
Skills
Non-profit..., Community Development, Executive Management, Charitable Gift Planning, Charitable Trusts, Grantsmanship, Financial Management..., Community Foundations, Nonprofit Board..., nonprofit Governance, Nonprofit Finance and..., Grant and Program..., Building Alliances and..., Identifying Community..., Fundraising, Nonprofits, Public Speaking, Strategic Planning, Leadership, Event Planning, Grants, Management, Public Relations, Community Outreach
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1995 — 1997
Master of Business Administration (MBA), Business Administration
The George Washington University 1975 — 1977
BS, Physics
The Luzerne Foundation 2000 - Present
First Union National Bank 1997 - 2000
Mellon Private Capital Management 1995 - 1997
Skills
Non-profit..., Community Development, Executive Management, Charitable Gift Planning, Charitable Trusts, Grantsmanship, Financial Management..., Community Foundations, Nonprofit Board..., nonprofit Governance, Nonprofit Finance and..., Grant and Program..., Building Alliances and..., Identifying Community..., Fundraising, Nonprofits, Public Speaking, Strategic Planning, Leadership, Event Planning, Grants, Management, Public Relations, Community Outreach
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1995 — 1997
Master of Business Administration (MBA), Business Administration
The George Washington University 1975 — 1977
BS, Physics
Jennifer Roberts Jennifer Roberts's First Union National Bank Experience 1993 - 1997
Job Candidate for Mayor of Charlotte
Industry Public Policy
Experience
Self Employed 2013 - Present
Candidate for US Congress NC-9 January 2012 - November 2012
Mecklenburg County 2004 - 2012
UNC Charlotte 2002 - 2008
World Affairs Council of Charlotte 1997 - 2001
First Union National Bank 1993 - 1997
Skills
Public Policy, Non-profits, Policy Analysis, SPSS, Public Speaking, Presenter, Microsoft Excel, Grant Writing, Executive Coaching, Business Strategy, Fundraising, Community Outreach, Economic Development, Program Development, Volunteer Management, Leadership Development, Community Development, Policy, Politics, Public Relations, Event Planning, Media Relations, Workshop Facilitation, Strategic Planning, Sustainability, Government, Program Evaluation, Political Campaigns, Nonprofits, Proposal Writing, Leadership, Public Administration, Program Management, Research, Community Engagement, Community Organizing, Strategic Communications, Organizational..., Speech Writing, Conflict Resolution, Staff Development, Local Government, Environmental Policy, Social Services, Grants, Grassroots Organizing, Teaching, Event Management, Political Consulting, Coalitions
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1986 — 1988
M.A.I.A., European Studies
University of Toronto 1984 — 1986
M.A., European History
University of North Carolina at Chapel Hill 1978 — 1982
B.A., Double Major English Literature and Mathematics
Self Employed 2013 - Present
Candidate for US Congress NC-9 January 2012 - November 2012
Mecklenburg County 2004 - 2012
UNC Charlotte 2002 - 2008
World Affairs Council of Charlotte 1997 - 2001
First Union National Bank 1993 - 1997
Skills
Public Policy, Non-profits, Policy Analysis, SPSS, Public Speaking, Presenter, Microsoft Excel, Grant Writing, Executive Coaching, Business Strategy, Fundraising, Community Outreach, Economic Development, Program Development, Volunteer Management, Leadership Development, Community Development, Policy, Politics, Public Relations, Event Planning, Media Relations, Workshop Facilitation, Strategic Planning, Sustainability, Government, Program Evaluation, Political Campaigns, Nonprofits, Proposal Writing, Leadership, Public Administration, Program Management, Research, Community Engagement, Community Organizing, Strategic Communications, Organizational..., Speech Writing, Conflict Resolution, Staff Development, Local Government, Environmental Policy, Social Services, Grants, Grassroots Organizing, Teaching, Event Management, Political Consulting, Coalitions
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1986 — 1988
M.A.I.A., European Studies
University of Toronto 1984 — 1986
M.A., European History
University of North Carolina at Chapel Hill 1978 — 1982
B.A., Double Major English Literature and Mathematics
Sharon Villano Sharon Villano's First Union National Bank Experience February 1999 - July 2004
Job Financial Services Professional
Industry E-Learning
Experience
Everest University Online July 2010 - Present
Triad Financial Advisors, Inc. July 2004 - July 2009
First Union National Bank February 1999 - July 2004
First Union National Bank April 1980 - July 1999
Skills
Finance, Banking, Portfolio Management, Investments, Financial Services, Credit, Mergers & Acquisitions, Loans, Insurance, Mutual Funds, Sales, Accounting, Fixed Annuities, Securities, Retirement, Customer Retention, Time Management, Consumer Lending, Long-term Care, Customer Service, Relationship Management, Mortgage Lending, Strategic Financial..., Series 63, Cross Selling
Education
University of South Florida 1997 — 1997
Novell Software Certification
St. Petersburg College 1984 — 1986
American Institute of Banking
Dixie Hollins High School 1974 — 1977
HS Diploma, General
Everest University Online July 2010 - Present
Triad Financial Advisors, Inc. July 2004 - July 2009
First Union National Bank February 1999 - July 2004
First Union National Bank April 1980 - July 1999
Skills
Finance, Banking, Portfolio Management, Investments, Financial Services, Credit, Mergers & Acquisitions, Loans, Insurance, Mutual Funds, Sales, Accounting, Fixed Annuities, Securities, Retirement, Customer Retention, Time Management, Consumer Lending, Long-term Care, Customer Service, Relationship Management, Mortgage Lending, Strategic Financial..., Series 63, Cross Selling
Education
University of South Florida 1997 — 1997
Novell Software Certification
St. Petersburg College 1984 — 1986
American Institute of Banking
Dixie Hollins High School 1974 — 1977
HS Diploma, General
Charren L. Shepherd Charren L. Shepherd's First Union National Bank Experience 1993 - 1995
Job Marketing Management Professional
Industry Civil Engineering
Experience
HNTB Corporation April 2007 - Present
SMCI 2000 - 2007
American Red Cross 1996 - 1999
Associates for Renewal in Education, Inc. 1988 - 1996
First Union National Bank 1993 - 1995
Skills
Marketing Communications, Strategic Planning, Proposal Writing, Marketing Strategy, Project Management, Corporate Communications, Marketing
Education
The Johns Hopkins University - Carey Business School 2012 — 2014
Master of Science, Marketing
Spelman College 1986 — 1990
Bachelor of Arts, Economics
HNTB Corporation April 2007 - Present
SMCI 2000 - 2007
American Red Cross 1996 - 1999
Associates for Renewal in Education, Inc. 1988 - 1996
First Union National Bank 1993 - 1995
Skills
Marketing Communications, Strategic Planning, Proposal Writing, Marketing Strategy, Project Management, Corporate Communications, Marketing
Education
The Johns Hopkins University - Carey Business School 2012 — 2014
Master of Science, Marketing
Spelman College 1986 — 1990
Bachelor of Arts, Economics
Tim Roddey Tim Roddey's First Union National Bank Experience 1991 - 1997
Job
Industry Plastics
Experience
Wee Bee Enterprises - Advanced Composites February 2014 - Present
Davant Farming and Timber Company, Inc. 2011 - June 2014
Peterbilt Truck Center of Savannah, LLC 2010 - 2011
Four Rivers Peterbilt, Inc. 2003 - 2010
Seabrook Classics, Inc. 2001 - 2003
RB Properties of the LowCountry, LLC 1997 - 2001
First Union National Bank 1991 - 1997
Skills
Strategic Planning, Operations Management, Manufacturing, Financial Reporting, Compliance and Controls, Project Management, Information Technology, Business Systems..., HR Cycle Management, Budgets, Negotiation, Sales Management, Contract Negotiation, Customer Service, Microsoft Office, Business Strategy, Finance, Account Management, Marketing Strategy, Leadership, New Business Development, Sales, Business Planning, Financial Analysis, Business Development
Education
The University of Georgia 1986 — 1990
Bachelor of Arts (BA), Telecommunications Arts / Business
Charlotte Latin School
Wee Bee Enterprises - Advanced Composites February 2014 - Present
Davant Farming and Timber Company, Inc. 2011 - June 2014
Peterbilt Truck Center of Savannah, LLC 2010 - 2011
Four Rivers Peterbilt, Inc. 2003 - 2010
Seabrook Classics, Inc. 2001 - 2003
RB Properties of the LowCountry, LLC 1997 - 2001
First Union National Bank 1991 - 1997
Skills
Strategic Planning, Operations Management, Manufacturing, Financial Reporting, Compliance and Controls, Project Management, Information Technology, Business Systems..., HR Cycle Management, Budgets, Negotiation, Sales Management, Contract Negotiation, Customer Service, Microsoft Office, Business Strategy, Finance, Account Management, Marketing Strategy, Leadership, New Business Development, Sales, Business Planning, Financial Analysis, Business Development
Education
The University of Georgia 1986 — 1990
Bachelor of Arts (BA), Telecommunications Arts / Business
Charlotte Latin School
Gary Goss Gary Goss's First Union National Bank Experience 1996 - 1998
Job Debt Placement at Cassidy Turley San Diego
Industry Commercial Real Estate
Experience
Cushman & Wakefield September 2007 - Present
Burnham Real Estate 2000 - 2007
CIBC World Markets 1998 - 2000
First Union National Bank 1996 - 1998
Skills
Real Estate Economics, Loans, Real Estate, Property Management, Commercial Mortgages, Investment Properties, Structured Finance, Commercial Real Estate, Commercial Lending, Real Estate Transactions, Finance, Equities, Capital Markets, Brokerage, Loan Origination, Mortgage Lending, Real Estate Development, Credit, Real Estate Financing, Asset Management, Disposition, Corporate Real Estate
Education
Southern Methodist University 1978 — 1982
Cushman & Wakefield September 2007 - Present
Burnham Real Estate 2000 - 2007
CIBC World Markets 1998 - 2000
First Union National Bank 1996 - 1998
Skills
Real Estate Economics, Loans, Real Estate, Property Management, Commercial Mortgages, Investment Properties, Structured Finance, Commercial Real Estate, Commercial Lending, Real Estate Transactions, Finance, Equities, Capital Markets, Brokerage, Loan Origination, Mortgage Lending, Real Estate Development, Credit, Real Estate Financing, Asset Management, Disposition, Corporate Real Estate
Education
Southern Methodist University 1978 — 1982
Kevin P. Stout Kevin P. Stout's First Union National Bank Experience September 1985 - 1998
Job Fiduciary Accountant at PNC Asset Management Group
Industry Banking
Experience
PNC Wealth Management January 1999 - Present
Continental Restaurant + Bar October 1995 - Present
First Union National Bank September 1985 - 1998
Fidelity Bank / Industrial Valley Bank 1981 - 1985
Skills
Spanish, Event Planning, Banking, Asset Management, Excel, Customer Relations, Word, Microsoft Office, Writing, Financial Reporting, Wealth Management, Social Media, Microsoft Excel, Customer Service, Microsoft Word, Logistics Management, Restaurant Management, New Business Development, Market Research, Strategic Planning, Financial Analysis, Entrepreneurship, Budgets, Investments
Education
Pierce College
Computer Programming / Accounting, 3.8 GPA
Temple University 2006 — 2007
Real Estate Institute
PNC Wealth Management January 1999 - Present
Continental Restaurant + Bar October 1995 - Present
First Union National Bank September 1985 - 1998
Fidelity Bank / Industrial Valley Bank 1981 - 1985
Skills
Spanish, Event Planning, Banking, Asset Management, Excel, Customer Relations, Word, Microsoft Office, Writing, Financial Reporting, Wealth Management, Social Media, Microsoft Excel, Customer Service, Microsoft Word, Logistics Management, Restaurant Management, New Business Development, Market Research, Strategic Planning, Financial Analysis, Entrepreneurship, Budgets, Investments
Education
Pierce College
Computer Programming / Accounting, 3.8 GPA
Temple University 2006 — 2007
Real Estate Institute
Ivan Joseph Ivan Joseph's First Union National Bank Experience January 1996 - December 1997
Job Vice President, Finance & Corporate Development at Hsiri Therapeutics, LLC
Industry Pharmaceuticals
Experience
Hsiri Therapeutics, LLC June 2015 - Present
Numoda Corporation September 2011 - June 2015
Numoda Capital Innovations September 2011 - June 2015
Dough Nuts For Doughnuts dba Krispy Kreme Philadelphia July 2010 - September 2011
BioClinica March 2008 - November 2009
Phoenix Data Systems September 2003 - March 2008
Allied Medical Management January 2002 - August 2003
Cornell Capital Group January 1998 - December 2001
First Union National Bank January 1996 - December 1997
First Union National Bank July 1993 - December 1995
Skills
Investments, Executive Management, Restructuring, Portfolio Management, Mergers, Auditing, Strategic Planning, Start-ups, Financial Reporting, Venture Capital, Risk Management, Financial Analysis, Business Strategy, Accounting, Private Equity, Acquisition Integration, Budgets, Internal Controls, Business Development, Finance, Corporate Finance, Cash Management, Strategic Financial..., Valuation, Cash Flow, Business Analysis, Financial Accounting, Financial Planning, Management, Strategy, Due Diligence, Mergers, Leadership, Analysis, Forecasting, Sarbanes-Oxley Act, Financial Modeling, Financial Services, Mergers & Acquisitions
Education
Temple University - Fox School of Business and Management
MBA, General & Strategic Management
Temple University - Fox School of Business and Management
BBA, Finance & Economics
JR Masterman High School
Hsiri Therapeutics, LLC June 2015 - Present
Numoda Corporation September 2011 - June 2015
Numoda Capital Innovations September 2011 - June 2015
Dough Nuts For Doughnuts dba Krispy Kreme Philadelphia July 2010 - September 2011
BioClinica March 2008 - November 2009
Phoenix Data Systems September 2003 - March 2008
Allied Medical Management January 2002 - August 2003
Cornell Capital Group January 1998 - December 2001
First Union National Bank January 1996 - December 1997
First Union National Bank July 1993 - December 1995
Skills
Investments, Executive Management, Restructuring, Portfolio Management, Mergers, Auditing, Strategic Planning, Start-ups, Financial Reporting, Venture Capital, Risk Management, Financial Analysis, Business Strategy, Accounting, Private Equity, Acquisition Integration, Budgets, Internal Controls, Business Development, Finance, Corporate Finance, Cash Management, Strategic Financial..., Valuation, Cash Flow, Business Analysis, Financial Accounting, Financial Planning, Management, Strategy, Due Diligence, Mergers, Leadership, Analysis, Forecasting, Sarbanes-Oxley Act, Financial Modeling, Financial Services, Mergers & Acquisitions
Education
Temple University - Fox School of Business and Management
MBA, General & Strategic Management
Temple University - Fox School of Business and Management
BBA, Finance & Economics
JR Masterman High School
Beau Tompkins Beau Tompkins's First Union National Bank Experience 1999 - 2000
Job Business Sales Consultant, Wells Fargo Merchant Services
Industry Banking
Experience
Wells Fargo February 2011 - Present
Wachovia September 2007 - March 2011
Wells Fargo Home Mortgage January 2006 - August 2007
Wells Fargo Home Mortgage October 2004 - January 2006
EquiFirst 2004 - 2004
First Union/Wachovia 2000 - 2003
First Union National Bank 1999 - 2000
Skills
Loans, Account Management, Credit, CRM, Banking, Customer Service, Finance, Financial Services, Management, Mortgage Lending, New Business Development, Underwriting, Sales, Leadership, Training, Selling, Investments, Sales Management, Team Building, Key Account Management, Relationship Management, Commercial Banking, Capital Markets
Education
The Citadel 1990 — 1994
B.S.B.A., Business Administration
Independence HS
Wells Fargo February 2011 - Present
Wachovia September 2007 - March 2011
Wells Fargo Home Mortgage January 2006 - August 2007
Wells Fargo Home Mortgage October 2004 - January 2006
EquiFirst 2004 - 2004
First Union/Wachovia 2000 - 2003
First Union National Bank 1999 - 2000
Skills
Loans, Account Management, Credit, CRM, Banking, Customer Service, Finance, Financial Services, Management, Mortgage Lending, New Business Development, Underwriting, Sales, Leadership, Training, Selling, Investments, Sales Management, Team Building, Key Account Management, Relationship Management, Commercial Banking, Capital Markets
Education
The Citadel 1990 — 1994
B.S.B.A., Business Administration
Independence HS
Nick Burroughs Nick Burroughs's First Union National Bank Experience 1984 - 1999
Job SVP/Regional Manager at US Bank
Industry Banking
Experience
US Bank May 1999 - Present
First Union National Bank 1984 - 1999
First Union National Bank 1984 - 1999
Skills
Credit, Consumer Lending, Loans, Banking, Small Business Lending, Risk Management, Credit Analysis, Relationship Management, Lines Of Credit, Loan Origination, Finance, Mortgage Lending, Leadership, Commercial Lending, Commercial Banking, Retail Banking, Management, Sales Management, Credit Risk, Sales, Underwriting, Team Building, Credit Cards, New Business Development, Portfolio Management, Business Development
Education
Valdosta State University 1983 — 1985
The University of Georgia 1981 — 1983
Business Administration and Management, General
US Bank May 1999 - Present
First Union National Bank 1984 - 1999
First Union National Bank 1984 - 1999
Skills
Credit, Consumer Lending, Loans, Banking, Small Business Lending, Risk Management, Credit Analysis, Relationship Management, Lines Of Credit, Loan Origination, Finance, Mortgage Lending, Leadership, Commercial Lending, Commercial Banking, Retail Banking, Management, Sales Management, Credit Risk, Sales, Underwriting, Team Building, Credit Cards, New Business Development, Portfolio Management, Business Development
Education
Valdosta State University 1983 — 1985
The University of Georgia 1981 — 1983
Business Administration and Management, General
Lesley Harrington Lesley Harrington's First Union National Bank Experience February 1999 - February 2002
Job
Industry Aviation & Aerospace
Experience
L-3 Communications September 2011 - May 2015
CSC - Computer Sciences Corporation September 2008 - September 2011
DS2 April 2005 - September 2008
L-3 Communications May 2004 - December 2004
Lockheed Martin February 2004 - May 2004
Wells Fargo Home Mortgage February 2002 - February 2004
First Union National Bank February 1999 - February 2002
US Army November 1988 - March 1996
Skills
Management, Microsoft Office, Army, Microsoft Excel, Team Leadership, PowerPoint, Project Management
Education
South University 2002 — 2004
Business Administration and Management, General
L-3 Communications September 2011 - May 2015
CSC - Computer Sciences Corporation September 2008 - September 2011
DS2 April 2005 - September 2008
L-3 Communications May 2004 - December 2004
Lockheed Martin February 2004 - May 2004
Wells Fargo Home Mortgage February 2002 - February 2004
First Union National Bank February 1999 - February 2002
US Army November 1988 - March 1996
Skills
Management, Microsoft Office, Army, Microsoft Excel, Team Leadership, PowerPoint, Project Management
Education
South University 2002 — 2004
Business Administration and Management, General
Jessica Abel Jessica Abel's First Union National Bank Experience July 1994 - November 1996
Job Experienced Leader in IT Project Management and PMO
Industry Information Technology and Services
Experience
Western Union September 2011 - March 2015
Western Union February 2008 - September 2011
Western Union November 2002 - February 2008
TalkPoint, a PGi Company April 2000 - November 2002
SunGard November 1996 - April 2000
First Union National Bank July 1994 - November 1996
Skills
Project Management, SDLC, Requirements Analysis, Business Analysis, Process Improvement, Product Management, Financial Services, Vendor Management, Leadership, Cross-functional Team..., SQL, Visio, Integration, CRM, Telecommunications, PMO, Project Portfolio..., Management, Change Management, Payments, Electronic Payments, Cross Functional..., Cross-functional..., SharePoint, Business Process..., Team Leadership, Application Lifecycle..., Technical Requirements..., Business Requirements
Education
Stevens Institute of Technology 1999 — 2001
Master of Engineering (MEng), Telecommunications Management
State University of New York at Stony Brook 1990 — 1994
Bachelor of Engineering (B.E.), Electrical Engineering
Western Union September 2011 - March 2015
Western Union February 2008 - September 2011
Western Union November 2002 - February 2008
TalkPoint, a PGi Company April 2000 - November 2002
SunGard November 1996 - April 2000
First Union National Bank July 1994 - November 1996
Skills
Project Management, SDLC, Requirements Analysis, Business Analysis, Process Improvement, Product Management, Financial Services, Vendor Management, Leadership, Cross-functional Team..., SQL, Visio, Integration, CRM, Telecommunications, PMO, Project Portfolio..., Management, Change Management, Payments, Electronic Payments, Cross Functional..., Cross-functional..., SharePoint, Business Process..., Team Leadership, Application Lifecycle..., Technical Requirements..., Business Requirements
Education
Stevens Institute of Technology 1999 — 2001
Master of Engineering (MEng), Telecommunications Management
State University of New York at Stony Brook 1990 — 1994
Bachelor of Engineering (B.E.), Electrical Engineering
Shawn A. Thomas's First Union National Bank Experience March 1999 - February 2000
Job Senior Vice President Service Experience OfficerService Director at City National Bank
Industry Banking
Experience
City National Bank October 2013 - Present
BankUnited June 2012 - October 2013
BankUnited 2011 - June 2012
BankUnited August 2010 - November 2011
BankUnited October 2008 - August 2010
BankUnited May 2005 - October 2008
Radian July 2003 - April 2005
Comcast February 2001 - August 2002
First Union National Bank March 1999 - February 2000
Skills
Customer Experience, Customer Relations, Marketing Research, Product Development, Product Marketing, Marketing Strategy, Loss Mitigation, Customer Satisfaction, Customer Service, Customer Retention, Customer Focus, Customer Loyalty, Customer Engagement, customer, Coaching, Complaint Management, Complaint Handling, Banking Relationships, Mortgage Lending, Banking, Leadership, Brand Loyalty, Analysis, Loans, Consumer Lending, Credit, Team Leadership, Management, Business Development, Training, CRM, Underwriting, Analytics, Mortgage Banking, Competitive Analysis, Call Centers, Process Improvement, Market Research, Portfolio Management, Financial Services, Risk Management, Marketing, Retail Banking, Finance, Relationship Management, Team Building, Commercial Banking, Employee Training, Executive Management
Education
Temple University - Fox School of Business and Management 1993 — 1998
BBA, Marketing and E-Business
Hershey High School 1992 — 1993
Graduated, College/University Preparatory and Advanced High School/Secondary Diploma Program
City National Bank October 2013 - Present
BankUnited June 2012 - October 2013
BankUnited 2011 - June 2012
BankUnited August 2010 - November 2011
BankUnited October 2008 - August 2010
BankUnited May 2005 - October 2008
Radian July 2003 - April 2005
Comcast February 2001 - August 2002
First Union National Bank March 1999 - February 2000
Skills
Customer Experience, Customer Relations, Marketing Research, Product Development, Product Marketing, Marketing Strategy, Loss Mitigation, Customer Satisfaction, Customer Service, Customer Retention, Customer Focus, Customer Loyalty, Customer Engagement, customer, Coaching, Complaint Management, Complaint Handling, Banking Relationships, Mortgage Lending, Banking, Leadership, Brand Loyalty, Analysis, Loans, Consumer Lending, Credit, Team Leadership, Management, Business Development, Training, CRM, Underwriting, Analytics, Mortgage Banking, Competitive Analysis, Call Centers, Process Improvement, Market Research, Portfolio Management, Financial Services, Risk Management, Marketing, Retail Banking, Finance, Relationship Management, Team Building, Commercial Banking, Employee Training, Executive Management
Education
Temple University - Fox School of Business and Management 1993 — 1998
BBA, Marketing and E-Business
Hershey High School 1992 — 1993
Graduated, College/University Preparatory and Advanced High School/Secondary Diploma Program
Denise Povernick's First Union National Bank Experience July 1993 - February 1999
Job Certified Personal Trainer & Sports Nutrition /Empowerment Coach/ Radio Personality
Industry Health, Wellness and Fitness
Experience
Empower Hour with Tracie & Denise Radio Talk Show June 2015 - Present
InnerStrength Fitness & Nutrition July 2014 - Present
Everfit June 2014 - Present
Envision-WithInSight June 2007 - Present
Envision With InSight August 2000 - Present
LA Fitness November 2011 - June 2014
PartyLite Gifts March 1999 - May 2007
First Union National Bank July 1993 - February 1999
First Fidelity Bank July 1993 - February 1999
First Fidelity Bank December 1992 - July 1993
Skills
Training, Risk Management, Leadership, Fraud, Physical Security, New Business Development, Sales, Process Improvement, Private Investigations, Investigation, Strategic Planning, Team Building, Project Management, Recruiting, Security, Leadership Development, Coaching, Risk Assessment, Corporate Security, Interrogation, Conflict Resolution, Public Speaking, Nutritional Counseling, Nutrition Education, Weight Training, Bodybuilding, Body Image, Running, Overcome Obstacles, Plyometrics, Boot Camp, Team Leadership, Time Management, Motivational Speaking, Positive Coaching, Weight Loss Coaching, Kettlebells, Wellness Coaching, Life Coaching, Empower, Spiritual Counselor
Education
Temple University 1989 — 1993
Bachelor of Arts, Criminal Justice
Temple University 1989 — 1993
Bachelor of Arts; Bachelor of Arts, Criminal Justice
Empower Hour with Tracie & Denise Radio Talk Show June 2015 - Present
InnerStrength Fitness & Nutrition July 2014 - Present
Everfit June 2014 - Present
Envision-WithInSight June 2007 - Present
Envision With InSight August 2000 - Present
LA Fitness November 2011 - June 2014
PartyLite Gifts March 1999 - May 2007
First Union National Bank July 1993 - February 1999
First Fidelity Bank July 1993 - February 1999
First Fidelity Bank December 1992 - July 1993
Skills
Training, Risk Management, Leadership, Fraud, Physical Security, New Business Development, Sales, Process Improvement, Private Investigations, Investigation, Strategic Planning, Team Building, Project Management, Recruiting, Security, Leadership Development, Coaching, Risk Assessment, Corporate Security, Interrogation, Conflict Resolution, Public Speaking, Nutritional Counseling, Nutrition Education, Weight Training, Bodybuilding, Body Image, Running, Overcome Obstacles, Plyometrics, Boot Camp, Team Leadership, Time Management, Motivational Speaking, Positive Coaching, Weight Loss Coaching, Kettlebells, Wellness Coaching, Life Coaching, Empower, Spiritual Counselor
Education
Temple University 1989 — 1993
Bachelor of Arts, Criminal Justice
Temple University 1989 — 1993
Bachelor of Arts; Bachelor of Arts, Criminal Justice
Dan Park Dan Park's First Union National Bank Experience March 1999 - March 2000
Job Americas Group Treasurer, UBS AG
Industry Financial Services
Experience
UBS September 2014 - Present
Morgan Stanley July 2006 - August 2014
Merrill Lynch April 2000 - June 2006
First Union National Bank March 1999 - March 2000
Deutsche Bank September 1994 - February 1999
Citi February 1987 - August 1994
Skills
Capital Markets, Fixed Income, Securitization, ABS, MBS, Structured Products, Structured Finance, Equities, CDO, Portfolio Management, Bonds, Credit Derivatives, Hedge Funds, Valuation, Investment Banking, Investments, Trading, Derivatives
Education
The University of Chicago Booth School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance, Marketing
The University of Chicago 1978 — 1982
Bachelor's Degree, Economics
UBS September 2014 - Present
Morgan Stanley July 2006 - August 2014
Merrill Lynch April 2000 - June 2006
First Union National Bank March 1999 - March 2000
Deutsche Bank September 1994 - February 1999
Citi February 1987 - August 1994
Skills
Capital Markets, Fixed Income, Securitization, ABS, MBS, Structured Products, Structured Finance, Equities, CDO, Portfolio Management, Bonds, Credit Derivatives, Hedge Funds, Valuation, Investment Banking, Investments, Trading, Derivatives
Education
The University of Chicago Booth School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance, Marketing
The University of Chicago 1978 — 1982
Bachelor's Degree, Economics
Lisa Diaz aka Schrader's First Union National Bank Experience 1998 - 2001
Job Business Systems Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank March 2010 - Present
Wachovia Corp 2006 - March 2010
Tyler Technologies June 2006 - November 2006
TD Banknorth November 2005 - June 2006
Wachovia, A Wells Fargo Company February 2002 - November 2005
Coss Development Corporation March 2001 - February 2002
First Union National Bank 1998 - 2001
First Union Home Equity Bank 1997 - 1998
First Union Home Equity Bank 1996 - 1997
Peoples Heritage Savings Bank 1993 - 1996
Skills
User Acceptance Testing, Requirements Gathering, Test Planning, Requirements Analysis, Business Requirements, Quality Assurance, Testing, Software Documentation, Business Analysis, SDLC, Test Cases, Management, Regression Testing, Project Management, Analysis, Manual Testing, Release Management, Gap Analysis, Functional..., Systems Analysis
Education
State University of New York College at Brockport 1979 — 1983
BA, Speech Communications(Radio and TV)
Newburgh Free Academy 1976 — 1979
Wells Fargo Bank March 2010 - Present
Wachovia Corp 2006 - March 2010
Tyler Technologies June 2006 - November 2006
TD Banknorth November 2005 - June 2006
Wachovia, A Wells Fargo Company February 2002 - November 2005
Coss Development Corporation March 2001 - February 2002
First Union National Bank 1998 - 2001
First Union Home Equity Bank 1997 - 1998
First Union Home Equity Bank 1996 - 1997
Peoples Heritage Savings Bank 1993 - 1996
Skills
User Acceptance Testing, Requirements Gathering, Test Planning, Requirements Analysis, Business Requirements, Quality Assurance, Testing, Software Documentation, Business Analysis, SDLC, Test Cases, Management, Regression Testing, Project Management, Analysis, Manual Testing, Release Management, Gap Analysis, Functional..., Systems Analysis
Education
State University of New York College at Brockport 1979 — 1983
BA, Speech Communications(Radio and TV)
Newburgh Free Academy 1976 — 1979
Angie Nelms Angie Nelms's First Union National Bank Experience October 1996 - May 2000
Job Realtor at Keller Williams Realty First Atlanta
Industry Real Estate
Experience
Keller Williams Realty First Atlanta July 2007 - Present
Evans Simpson and Associates May 2000 - July 2004
First Union National Bank October 1996 - May 2000
Skills
Marketing, Real Estate, Investment Properties, Sellers, Real Estate Transactions
Education
The University of Georgia 1990 — 1994
Bachelor's Degree, Economics
Keller Williams Realty First Atlanta July 2007 - Present
Evans Simpson and Associates May 2000 - July 2004
First Union National Bank October 1996 - May 2000
Skills
Marketing, Real Estate, Investment Properties, Sellers, Real Estate Transactions
Education
The University of Georgia 1990 — 1994
Bachelor's Degree, Economics
Janel Giambrone Janel Giambrone's First Union National Bank Experience December 1999 - January 2002
Job Vice President, Business Banking Relationship Manager at M&T Bank
Industry Banking
Experience
M&T Bank January 2015 - Present
M&T Bank August 2013 - January 2015
Cardinal Bank July 2011 - August 2013
Access National Bank November 2010 - July 2011
Access National Bank September 2007 - November 2010
Wachovia Bank January 2003 - November 2003
First Union National Bank December 1999 - January 2002
AXA Advisors (Dallas, TX) April 1999 - December 1999
Fidelity Investments (Dallas, TX) June 1998 - April 1999
Skills
Credit, Commercial Banking, Small Business Lending, Training, Loans, Banking, Credit Analysis, Finance, Commercial Lending, Retail Banking, Credit Risk, Cash Management, Mortgage Banking, Commercial Mortgages, Cash Flow, Financial Risk
Education
The University of Dallas 1994 — 1998
BA, Economics
Oakcrest School, College Preparatory 1990 — 1994
M&T Bank January 2015 - Present
M&T Bank August 2013 - January 2015
Cardinal Bank July 2011 - August 2013
Access National Bank November 2010 - July 2011
Access National Bank September 2007 - November 2010
Wachovia Bank January 2003 - November 2003
First Union National Bank December 1999 - January 2002
AXA Advisors (Dallas, TX) April 1999 - December 1999
Fidelity Investments (Dallas, TX) June 1998 - April 1999
Skills
Credit, Commercial Banking, Small Business Lending, Training, Loans, Banking, Credit Analysis, Finance, Commercial Lending, Retail Banking, Credit Risk, Cash Management, Mortgage Banking, Commercial Mortgages, Cash Flow, Financial Risk
Education
The University of Dallas 1994 — 1998
BA, Economics
Oakcrest School, College Preparatory 1990 — 1994
Dennis Longdon Dennis Longdon's First Union National Bank Experience 1997 - 2002
Job Club Level Coach at US Speedskating
Industry Insurance
Experience
Elite Speed Program April 2010 - Present
Large Company 2006 - Present
US Speedskating January 2000 - Present
Wachovia National Bank 2005 - 2008
Wachovia 1997 - 2006
Wachovia, A Wells Fargo Company 1997 - 2006
First Union National Bank 1997 - 2002
Sabre Inc. 1995 - 1996
MCI 1994 - 1995
US Air Force 1974 - 1994
Education
Southern Illinois University, Carbondale 1987 — 1991
Elite Speed Program April 2010 - Present
Large Company 2006 - Present
US Speedskating January 2000 - Present
Wachovia National Bank 2005 - 2008
Wachovia 1997 - 2006
Wachovia, A Wells Fargo Company 1997 - 2006
First Union National Bank 1997 - 2002
Sabre Inc. 1995 - 1996
MCI 1994 - 1995
US Air Force 1974 - 1994
Education
Southern Illinois University, Carbondale 1987 — 1991
Richard P Worden Richard P Worden's First Union National Bank Experience August 1976 - December 1979
Job VP Chief Business Officer
Industry Telecommunications
Experience
North State Communications October 1989 - Present
EF Hutton & Co. 1979 - 1988
First Union National Bank August 1976 - December 1979
Skills
VoIP, Telecommunications, Sales, Marketing, Wireless, Solution Selling, Direct Sales, Product Management, Sales Management, New Business Development, Customer Service, B2B, Call Centers
Education
St. Lawrence University 1972 — 1976
BA, Economics/Geology
North State Communications October 1989 - Present
EF Hutton & Co. 1979 - 1988
First Union National Bank August 1976 - December 1979
Skills
VoIP, Telecommunications, Sales, Marketing, Wireless, Solution Selling, Direct Sales, Product Management, Sales Management, New Business Development, Customer Service, B2B, Call Centers
Education
St. Lawrence University 1972 — 1976
BA, Economics/Geology
Arlene Giametta Arlene Giametta's First Union National Bank Experience 1986 - 1997
Job Assistant Branch Manager/ Assistant Vice President at Fidelity Bank
Industry Banking
Experience
Fidelity Bank July 2010 - Present
Haven Trust Bank January 2006 - March 2009
Georgia Telco Credit Union August 2004 - January 2006
Bank of America 2002 - 2004
METLIFE RESOURCES 2001 - 2002
First Union National Bank 1986 - 1997
Education
State University of New York - System
Fidelity Bank July 2010 - Present
Haven Trust Bank January 2006 - March 2009
Georgia Telco Credit Union August 2004 - January 2006
Bank of America 2002 - 2004
METLIFE RESOURCES 2001 - 2002
First Union National Bank 1986 - 1997
Education
State University of New York - System
Claudie White Jr.'s First Union National Bank Experience September 1996 - July 1999
Job Proactive Dealer Solutions Account Manager
Industry Automotive
Experience
Proactive Dealer Solutions May 2014 - Present
TIAA-CREF January 2014 - March 2014
XPO Logistics, Inc. July 2013 - January 2014
Hendrick Automotive Group May 2003 - June 2013
Allstate July 2000 - January 2003
Sprint July 1999 - July 2000
First Union National Bank September 1996 - July 1999
Skills
Management, Customer Service, Automotive, Customer Retention, Call Centers, Sales Management, Business Development, Customer Satisfaction, Integration, Sales, Process Improvement, Strategic Planning, Training, Cold Calling, Prospecting Skills, Building Relationships, Account Management, New Business Development, Sales Operations, CRM, Sales Process, Selling, B2B, Pricing, Profit, Team Building
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1988 — 1994
Bachelor of Science, Business Management
Friendly High School
Bachelor's degree
Proactive Dealer Solutions May 2014 - Present
TIAA-CREF January 2014 - March 2014
XPO Logistics, Inc. July 2013 - January 2014
Hendrick Automotive Group May 2003 - June 2013
Allstate July 2000 - January 2003
Sprint July 1999 - July 2000
First Union National Bank September 1996 - July 1999
Skills
Management, Customer Service, Automotive, Customer Retention, Call Centers, Sales Management, Business Development, Customer Satisfaction, Integration, Sales, Process Improvement, Strategic Planning, Training, Cold Calling, Prospecting Skills, Building Relationships, Account Management, New Business Development, Sales Operations, CRM, Sales Process, Selling, B2B, Pricing, Profit, Team Building
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1988 — 1994
Bachelor of Science, Business Management
Friendly High School
Bachelor's degree
Beth (Horseman) Ladd Beth (Horseman) Ladd's First Union National Bank Experience March 1996 - March 1998
Job Vice President Global Treasury Management Services at US Bank
Industry Banking
Experience
US Bank October 2005 - Present
KeyBank June 1998 - September 2005
First Union National Bank March 1996 - March 1998
NationsBank May 1989 - October 1995
Skills
Banking, Cash Management, Treasury Management, Relationship Management, Payments
Education
Elyria High School
The Ohio State University
US Bank October 2005 - Present
KeyBank June 1998 - September 2005
First Union National Bank March 1996 - March 1998
NationsBank May 1989 - October 1995
Skills
Banking, Cash Management, Treasury Management, Relationship Management, Payments
Education
Elyria High School
The Ohio State University
Gregg Smythe Gregg Smythe's First Union National Bank Experience 1991 - 1995
Job selfunemployed acupuncturist at home
Industry Alternative Medicine
Experience
home 2007 - Present
Acupuncture Works 1999 - 2007
First Union National Bank 1991 - 1995
First Union National Bank 1986 - 1989
Citizens & Southern National Bank 1984 - 1986
McNair Law Firm 1982 - 1984
Skills
Wellness, Public Speaking, Holistic Health, Healing, Personal Development, Non-profits, Customer Service, Nonprofits, Editing, Social Media, Teaching, Entrepreneurship, Photography, Treatment, Coaching, Nutrition
Education
Southwest Acupuncture College 1995 — 1998
MSOM, Acupuncture and Chinese Medicine
University of South Carolina School of Law 1979 — 1982
JD, law
University of South Carolina-Columbia 1974 — 1977
Bachelor of Arts (B.A.), English Language and Literature, General
Sweet Briar College 1973 — 1974
home 2007 - Present
Acupuncture Works 1999 - 2007
First Union National Bank 1991 - 1995
First Union National Bank 1986 - 1989
Citizens & Southern National Bank 1984 - 1986
McNair Law Firm 1982 - 1984
Skills
Wellness, Public Speaking, Holistic Health, Healing, Personal Development, Non-profits, Customer Service, Nonprofits, Editing, Social Media, Teaching, Entrepreneurship, Photography, Treatment, Coaching, Nutrition
Education
Southwest Acupuncture College 1995 — 1998
MSOM, Acupuncture and Chinese Medicine
University of South Carolina School of Law 1979 — 1982
JD, law
University of South Carolina-Columbia 1974 — 1977
Bachelor of Arts (B.A.), English Language and Literature, General
Sweet Briar College 1973 — 1974
Elizabeth Cronenweth Elizabeth Cronenweth's First Union National Bank Experience 1998 - 2001
Job Senior Vice President at Huntington
Industry Financial Services
Experience
Huntington National Bank March 2014 - Present
Fiserv December 2011 - March 2014
IBM May 2011 - November 2011
Sterling Commerce, an IBM Company December 2006 - April 2011
National City January 2006 - December 2006
Fifth Third Bank June 2001 - January 2006
Payments Central June 2001 - January 2006
NACHA 2005 - 2006
First Union National Bank 1998 - 2001
Mellon Financial 1990 - 1998
Skills
ACH, Treasury Management, Payments, Banking, Retail Banking, Executive Management, Risk Management, Electronic Payments, AML, Vendor Management, Cash Management, Financial Analysis, Financial Risk, Credit Cards, Liquidity Management, Cross Selling, Product Management, Strategy, Loans, Strategic Partnerships, Payment Card Processing, Business Requirements, Core Banking, Payment Systems, Mobile Payments, Treasury, Internet Banking, Credit Risk, Debit Cards, Operational Risk..., Capital Markets, Business Analysis, Process Improvement, Financial Services, Financial Institutions, Relationship Management, Leadership, Commercial Banking, Deposits, Finance, Financial Modeling, Mergers & Acquisitions, SDLC, Portfolio Management, Merchant Services, FX Options, Cards, SWIFT payments, Credit
Education
The Ohio State University 1978 — 1982
B. S., Bus. Adm, Finance
Bishop Hartley High School 1974 — 1978
Huntington National Bank March 2014 - Present
Fiserv December 2011 - March 2014
IBM May 2011 - November 2011
Sterling Commerce, an IBM Company December 2006 - April 2011
National City January 2006 - December 2006
Fifth Third Bank June 2001 - January 2006
Payments Central June 2001 - January 2006
NACHA 2005 - 2006
First Union National Bank 1998 - 2001
Mellon Financial 1990 - 1998
Skills
ACH, Treasury Management, Payments, Banking, Retail Banking, Executive Management, Risk Management, Electronic Payments, AML, Vendor Management, Cash Management, Financial Analysis, Financial Risk, Credit Cards, Liquidity Management, Cross Selling, Product Management, Strategy, Loans, Strategic Partnerships, Payment Card Processing, Business Requirements, Core Banking, Payment Systems, Mobile Payments, Treasury, Internet Banking, Credit Risk, Debit Cards, Operational Risk..., Capital Markets, Business Analysis, Process Improvement, Financial Services, Financial Institutions, Relationship Management, Leadership, Commercial Banking, Deposits, Finance, Financial Modeling, Mergers & Acquisitions, SDLC, Portfolio Management, Merchant Services, FX Options, Cards, SWIFT payments, Credit
Education
The Ohio State University 1978 — 1982
B. S., Bus. Adm, Finance
Bishop Hartley High School 1974 — 1978
Charles (Chuck) Geitner's First Union National Bank Experience July 1990 - September 1993
Job Partner at Hinshaw & Culbertson, LLP
Industry Law Practice
Experience
Hinshaw & Culbertson LLP May 2009 - Present
Broad and Cassel May 2000 - May 2009
Burton & Geitner June 1996 - May 2000
First Union National Bank July 1990 - September 1993
Skills
Litigation, Commercial Litigation, Civil Litigation, Bankruptcy, Arbitration, Mediation, Appeals, Class Actions, Courts, Corporate Law
Education
Stetson University College of Law 1993 — 1996
Doctor of Law (J.D.)
University of Central Florida 1986 — 1990
BSBA, Finance, Accounting, Engineering
Hinshaw & Culbertson LLP May 2009 - Present
Broad and Cassel May 2000 - May 2009
Burton & Geitner June 1996 - May 2000
First Union National Bank July 1990 - September 1993
Skills
Litigation, Commercial Litigation, Civil Litigation, Bankruptcy, Arbitration, Mediation, Appeals, Class Actions, Courts, Corporate Law
Education
Stetson University College of Law 1993 — 1996
Doctor of Law (J.D.)
University of Central Florida 1986 — 1990
BSBA, Finance, Accounting, Engineering
Catherine Armitage Catherine Armitage's First Union National Bank Experience June 1983 - June 1996
Job Vice President at Peninsula Energy, LLC
Industry Management Consulting
Experience
Peninsula Energy, LLC May 2009 - Present
Decision One Mortgage June 1996 - January 2000
First Union National Bank June 1983 - June 1996
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1991
MBA, Finance
Smith College 1982 — 1986
BA, English
The Charlotte Country Day Schools 1969 — 1982
Peninsula Energy, LLC May 2009 - Present
Decision One Mortgage June 1996 - January 2000
First Union National Bank June 1983 - June 1996
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1991
MBA, Finance
Smith College 1982 — 1986
BA, English
The Charlotte Country Day Schools 1969 — 1982
Ray Mitchell Ray Mitchell's First Union National Bank Experience October 1995 - December 1997
Job Business Analyst at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan December 2013 - Present
Bank of America January 2012 - Present
Bank of America May 2011 - December 2012
Wachovia, A Wells Fargo Company August 2009 - December 2011
Wells Fargo Home Mortgage October 2007 - June 2008
Time Warner Cable March 2004 - April 2006
Exult October 2001 - February 2003
Cingular Wireless February 1998 - September 2001
First Union National Bank October 1995 - December 1997
United States Navy June 1987 - October 1995
Skills
Outlook, PeopleSoft, Project Management, Change Management, Business Objects, Business Process Mapping, Access, Analysis, Microsoft Excel, Quality Assurance, Training, Databases, Forecasting, Team Building, SAS, Microsoft Office, Strategic Planning, SDLC, Process Improvement, Auditing, Six Sigma, Vendor Management, Customer Service, Business Analysis, Microsoft Word, Microsoft SQL Server, Team Leadership, Banking, Business Intelligence, Accounts Payable, Troubleshooting, Relationship Management, Call Center, Cross-functional Team..., Risk Management, Program Management, Business Process, SharePoint, Call Centers, Management, Software Documentation, Visio, Data Analysis, Project Planning, Strategy, Leadership
Education
Penn State University 2013 — 2015
Bachelor of Science (B.Sc.), Economics
South Carolina State University 1990 — 1993
Chemistry
Orangeburg Wilkinson High 1983 — 1987
J.P. Morgan December 2013 - Present
Bank of America January 2012 - Present
Bank of America May 2011 - December 2012
Wachovia, A Wells Fargo Company August 2009 - December 2011
Wells Fargo Home Mortgage October 2007 - June 2008
Time Warner Cable March 2004 - April 2006
Exult October 2001 - February 2003
Cingular Wireless February 1998 - September 2001
First Union National Bank October 1995 - December 1997
United States Navy June 1987 - October 1995
Skills
Outlook, PeopleSoft, Project Management, Change Management, Business Objects, Business Process Mapping, Access, Analysis, Microsoft Excel, Quality Assurance, Training, Databases, Forecasting, Team Building, SAS, Microsoft Office, Strategic Planning, SDLC, Process Improvement, Auditing, Six Sigma, Vendor Management, Customer Service, Business Analysis, Microsoft Word, Microsoft SQL Server, Team Leadership, Banking, Business Intelligence, Accounts Payable, Troubleshooting, Relationship Management, Call Center, Cross-functional Team..., Risk Management, Program Management, Business Process, SharePoint, Call Centers, Management, Software Documentation, Visio, Data Analysis, Project Planning, Strategy, Leadership
Education
Penn State University 2013 — 2015
Bachelor of Science (B.Sc.), Economics
South Carolina State University 1990 — 1993
Chemistry
Orangeburg Wilkinson High 1983 — 1987
Tony Munoz Tony Munoz's First Union National Bank Experience 1998 - 2001
Job Mortgage Loan Officer at Capital One
Industry Real Estate
Experience
Capital One July 2014 - Present
Wells Fargo Home Mortgage December 2013 - July 2014
BBVA Compass Bank August 2012 - December 2013
Nationstar Mortgage 2010 - August 2012
Boxer Property May 2005 - May 2009
First Union National Bank 1998 - 2001
The Associates 1992 - 1998
Skills
Account Management, Commercial Real Estate, Human Resources, Investment Properties, Loan Servicing, Mortgage Banking, Mortgage Lending, New Business Development, Real Estate, Sales, Finance, Loans, Management, Refinance, FHA, Loan Origination, First Time Home Buyers, Residential Mortgages, Credit, Banking
Education
Southeastern Oklahoma State University 1985 — 1988
BS, Management
Irving High 1980 — 1984
Capital One July 2014 - Present
Wells Fargo Home Mortgage December 2013 - July 2014
BBVA Compass Bank August 2012 - December 2013
Nationstar Mortgage 2010 - August 2012
Boxer Property May 2005 - May 2009
First Union National Bank 1998 - 2001
The Associates 1992 - 1998
Skills
Account Management, Commercial Real Estate, Human Resources, Investment Properties, Loan Servicing, Mortgage Banking, Mortgage Lending, New Business Development, Real Estate, Sales, Finance, Loans, Management, Refinance, FHA, Loan Origination, First Time Home Buyers, Residential Mortgages, Credit, Banking
Education
Southeastern Oklahoma State University 1985 — 1988
BS, Management
Irving High 1980 — 1984
Cal Stowell's First Union National Bank Experience 1996 - 2000
Job Partner Resources Starbucks Coffee Company
Industry Restaurants
Experience
Starbucks Coffee Company 2002 - Present
First Union National Bank 1996 - 2000
Harris Bank 1972 - 1996
Harris Bankcorp 1972 - 1996
Skills
Leadership, Succession Planning, P&L, Performance Management, Retail, Employee Relations, Profit, Team Building, Onboarding, Recruiting, Talent Management, Leadership Development, Training, Employee Engagement, Talent Acquisition, Loss Prevention, Driving Results, Organizational..., Coaching
Education
The University of Chicago - Booth School of Business 1974 — 1979
MBA, Finance, General
University of Iowa
BBA, Finance
Starbucks Coffee Company 2002 - Present
First Union National Bank 1996 - 2000
Harris Bank 1972 - 1996
Harris Bankcorp 1972 - 1996
Skills
Leadership, Succession Planning, P&L, Performance Management, Retail, Employee Relations, Profit, Team Building, Onboarding, Recruiting, Talent Management, Leadership Development, Training, Employee Engagement, Talent Acquisition, Loss Prevention, Driving Results, Organizational..., Coaching
Education
The University of Chicago - Booth School of Business 1974 — 1979
MBA, Finance, General
University of Iowa
BBA, Finance
Stephen Decker's First Union National Bank Experience January 1995 - October 1996
Job Staff Vice President, Medicaid Member/Provider Service at Anthem
Industry Hospital & Health Care
Experience
Anthem December 2014 - Present
Quest Diagnostics June 2013 - November 2014
Apollo Health Street, a Sutherland Global Services company October 2011 - June 2013
MEDecision May 2009 - February 2011
CIGNA February 2008 - April 2009
CIGNA Healthcare February 2003 - January 2008
Capital One February 1999 - February 2003
Pepsi Bottling Group October 1997 - March 1999
Wells Fargo October 1996 - October 1997
First Union National Bank January 1995 - October 1996
Skills
Process Improvement, Call Center, Customer Relations, Talent Acquisition, Product Development, Leadership, International Operations, Revenue Cycle Management, Healthcare Industry, Professional Services, Vendor Management..., Contact Center..., Strategic Planning, Workforce Planning, CRM, Operations Management, Recruiting, BPO, Cross-functional Team..., Forecasting, Business Process..., Team Building, Executive Management, Healthcare Information..., Healthcare, SDLC, Call Centers, Customer Service, Business Analysis, Vendor Management, Talent Management, Start-ups, Human Resources, Project Management, Consulting, Project Planning
Education
Siena College 1987 — 1991
B.S., Finance
Anthem December 2014 - Present
Quest Diagnostics June 2013 - November 2014
Apollo Health Street, a Sutherland Global Services company October 2011 - June 2013
MEDecision May 2009 - February 2011
CIGNA February 2008 - April 2009
CIGNA Healthcare February 2003 - January 2008
Capital One February 1999 - February 2003
Pepsi Bottling Group October 1997 - March 1999
Wells Fargo October 1996 - October 1997
First Union National Bank January 1995 - October 1996
Skills
Process Improvement, Call Center, Customer Relations, Talent Acquisition, Product Development, Leadership, International Operations, Revenue Cycle Management, Healthcare Industry, Professional Services, Vendor Management..., Contact Center..., Strategic Planning, Workforce Planning, CRM, Operations Management, Recruiting, BPO, Cross-functional Team..., Forecasting, Business Process..., Team Building, Executive Management, Healthcare Information..., Healthcare, SDLC, Call Centers, Customer Service, Business Analysis, Vendor Management, Talent Management, Start-ups, Human Resources, Project Management, Consulting, Project Planning
Education
Siena College 1987 — 1991
B.S., Finance
Cecile Della Bernarda's First Union National Bank Experience July 1992 - November 1994
Job MIS
Industry Information Technology and Services
Experience
Arthur Andersen July 1997 - September 2000
Arthur Andersen December 1994 - July 1997
First Union National Bank July 1992 - November 1994
Education
The University of Georgia 1988 — 1992
BBA, Management Information Systems
Arthur Andersen July 1997 - September 2000
Arthur Andersen December 1994 - July 1997
First Union National Bank July 1992 - November 1994
Education
The University of Georgia 1988 — 1992
BBA, Management Information Systems
Gary Franks's First Union National Bank Experience June 1998 - August 1999
Job Sr. Technical Product Director
Industry Information Technology and Services
Experience
Premier, Inc. March 2011 - Present
Premier, Inc. September 1999 - March 2011
First Union National Bank June 1998 - August 1999
Carolina Power and Light Company September 1993 - May 1998
Andersen Consulting June 1986 - September 1993
Skills
Product Management, Program Management, Healthcare, Agile, Organizational Change, Process Engineering, Business Analysis, Supply Chain, Process Improvement, Healthcare IT, Business Intelligence, Vendor Management, Team Leadership, Requirements Analysis, Business Process..., Budgeting, Software Project..., Change Management, Healthcare Information..., Budgets, Integration, Management Consulting, Agile Methodologies, Leadership, SDLC, Consulting, Strategy, Project Management, Management, Software Development, E-commerce, ITIL, Quality Assurance, Cross-functional Team...
Education
Texas A&M University 1984 — 1986
MBA
University of Arkansas 1979 — 1983
B.S.
Premier, Inc. March 2011 - Present
Premier, Inc. September 1999 - March 2011
First Union National Bank June 1998 - August 1999
Carolina Power and Light Company September 1993 - May 1998
Andersen Consulting June 1986 - September 1993
Skills
Product Management, Program Management, Healthcare, Agile, Organizational Change, Process Engineering, Business Analysis, Supply Chain, Process Improvement, Healthcare IT, Business Intelligence, Vendor Management, Team Leadership, Requirements Analysis, Business Process..., Budgeting, Software Project..., Change Management, Healthcare Information..., Budgets, Integration, Management Consulting, Agile Methodologies, Leadership, SDLC, Consulting, Strategy, Project Management, Management, Software Development, E-commerce, ITIL, Quality Assurance, Cross-functional Team...
Education
Texas A&M University 1984 — 1986
MBA
University of Arkansas 1979 — 1983
B.S.
Joyce Wallace-Dennis's First Union National Bank Experience 1993 - 1995
Job Program Manager l (Loan Compliance Monitor) at Montgomery County Government
Industry Accounting
Experience
Montgomery County Government May 2015 - Present
Montgomery County July 2014 - Present
Montgomery County April 2014 - July 2014
Montgomery County Government November 2003 - January 2013
Montgomery County January 2012 - August 2012
PG & E NATIONAL ENERGY GROUP September 2000 - November 2003
Manugistics December 1998 - September 2000
Phillips Publishing International, Inc. 1996 - 1998
First Union National Bank 1993 - 1995
First American Bank 1993 - 1993
Skills
Accounting, Financial Reporting, Account Reconciliation, General Ledger, Auditing, Accounts Payable, GAAP, Financial Statements, Accounts Receivable, Tax, Internal Controls, QuickBooks, Financial Accounting, Financial Analysis, Tax Returns, Oracle Applications, Deltek, Variance Analysis, Banking, Cash Management, Fixed Assets, Bank Reconciliation
Education
American Institute of Banking
B. W. Harris Episcopal High School
Diploma, General Studies
Southeastern University
Bachelor of Science (BS), Accounting and Finance
Montgomery County Government May 2015 - Present
Montgomery County July 2014 - Present
Montgomery County April 2014 - July 2014
Montgomery County Government November 2003 - January 2013
Montgomery County January 2012 - August 2012
PG & E NATIONAL ENERGY GROUP September 2000 - November 2003
Manugistics December 1998 - September 2000
Phillips Publishing International, Inc. 1996 - 1998
First Union National Bank 1993 - 1995
First American Bank 1993 - 1993
Skills
Accounting, Financial Reporting, Account Reconciliation, General Ledger, Auditing, Accounts Payable, GAAP, Financial Statements, Accounts Receivable, Tax, Internal Controls, QuickBooks, Financial Accounting, Financial Analysis, Tax Returns, Oracle Applications, Deltek, Variance Analysis, Banking, Cash Management, Fixed Assets, Bank Reconciliation
Education
American Institute of Banking
B. W. Harris Episcopal High School
Diploma, General Studies
Southeastern University
Bachelor of Science (BS), Accounting and Finance
Jeryl Kronish's First Union National Bank Experience 2000 - 2003
Job Private Banker/Business Champion at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank October 2000 - Present
Rockland Business Women's Network 1995 - 2007
Jeryl's Jems April 1992 - January 2004
First Union National Bank 2000 - 2003
Citi September 1974 - September 1991
Skills
Banking, Small Business Lending, Loans, Credit, Finance, Mortgage Lending, Relationship Management, Customer Service, Commercial Lending, Investments, Small Business, Commercial Banking, Consumer Lending, Sales, Credit Analysis, Private Banking, Strategic Financial..., Mutual Funds, Financial Advisory, Portfolio Management, Lines Of Credit
Education
State University of New York College at Buffalo 1972 — 1973
Wells Fargo Bank October 2000 - Present
Rockland Business Women's Network 1995 - 2007
Jeryl's Jems April 1992 - January 2004
First Union National Bank 2000 - 2003
Citi September 1974 - September 1991
Skills
Banking, Small Business Lending, Loans, Credit, Finance, Mortgage Lending, Relationship Management, Customer Service, Commercial Lending, Investments, Small Business, Commercial Banking, Consumer Lending, Sales, Credit Analysis, Private Banking, Strategic Financial..., Mutual Funds, Financial Advisory, Portfolio Management, Lines Of Credit
Education
State University of New York College at Buffalo 1972 — 1973
Terri Swafford's First Union National Bank Experience 1999 - 2001
Job VP Treasury Management Sales at SunTrust
Industry Banking
Experience
SunTrust Bank March 2001 - Present
First Union National Bank 1999 - 2001
First Union National Bank 1994 - 1999
Fist Union National Bank 1992 - 1994
Service Merchandise 1988 - 1992
Skills
Banking, Sales, Treasury Management, Cash Management, Consultative Selling..., Cross Selling, Client Development, Branch Banking, Payments, Relationship Management
Education
The Ohio State University
SunTrust Bank March 2001 - Present
First Union National Bank 1999 - 2001
First Union National Bank 1994 - 1999
Fist Union National Bank 1992 - 1994
Service Merchandise 1988 - 1992
Skills
Banking, Sales, Treasury Management, Cash Management, Consultative Selling..., Cross Selling, Client Development, Branch Banking, Payments, Relationship Management
Education
The Ohio State University
Richard Raab's First Union National Bank Experience 1995 - 1997
Job Appraiser
Industry Real Estate
Experience
Richard Raab March 2008 - Present
CIT Group September 1997 - September 2007
First Union National Bank 1995 - 1997
Independence Appraisal Corp 1993 - 1995
Education
Syracuse University
BA;MBA, Economics; Finance
Richard Raab March 2008 - Present
CIT Group September 1997 - September 2007
First Union National Bank 1995 - 1997
Independence Appraisal Corp 1993 - 1995
Education
Syracuse University
BA;MBA, Economics; Finance
Gregg Carroll's First Union National Bank Experience October 1996 - May 2000
Job Sr. Director, Corporate Internal Systems at Broadridge
Industry Information Technology and Services
Experience
Broadridge December 2007 - Present
First Data Corp. September 2007 - December 2007
American Home Mortgage November 2004 - August 2007
LANCO Corp. November 2003 - November 2004
Marders Nurseries August 2002 - August 2003
State of South Carolina - Dept. of Health and Environmental Control May 2000 - June 2002
First Union National Bank October 1996 - May 2000
Skills
VMware, Microsoft Exchange, Servers, Windows Server, IT Management, Virtualization, Data Center, Leadership, Shell Scripting, Disaster Recovery, Active Directory, Vendor Management, Enterprise Architecture, Cloud Computing, Finance, Integration, Technical Support, SDLC, Strategic Financial..., System Administration, Windows, IT Strategy, Business Analysis, Infrastructure, Networking
Education
Stevens Institute of Technology 2012 — 2013
Masters Certificate, Information Technology Project Management
SUNY Stony Brook 2007 — 2008
University of North Carolina at Greensboro 1993 — 1995
Bachelor's degree, English Language and Literature, General
Broadridge December 2007 - Present
First Data Corp. September 2007 - December 2007
American Home Mortgage November 2004 - August 2007
LANCO Corp. November 2003 - November 2004
Marders Nurseries August 2002 - August 2003
State of South Carolina - Dept. of Health and Environmental Control May 2000 - June 2002
First Union National Bank October 1996 - May 2000
Skills
VMware, Microsoft Exchange, Servers, Windows Server, IT Management, Virtualization, Data Center, Leadership, Shell Scripting, Disaster Recovery, Active Directory, Vendor Management, Enterprise Architecture, Cloud Computing, Finance, Integration, Technical Support, SDLC, Strategic Financial..., System Administration, Windows, IT Strategy, Business Analysis, Infrastructure, Networking
Education
Stevens Institute of Technology 2012 — 2013
Masters Certificate, Information Technology Project Management
SUNY Stony Brook 2007 — 2008
University of North Carolina at Greensboro 1993 — 1995
Bachelor's degree, English Language and Literature, General
Christian Githmark's First Union National Bank Experience November 2000 - April 2001
Job Managing Director at Gupton Marrs International
Industry Financial Services
Experience
Gupton Marrs International September 2014 - Present
Fidelity National Information Services October 2012 - August 2014
Wells Fargo January 2009 - October 2012
Wachovia Corporation March 2004 - December 2008
BearingPoint March 2001 - March 2004
First Union National Bank November 2000 - April 2001
First Union National Bank June 1994 - November 2000
Lehman Brothers May 1994 - February 1996
Skills
Banking, Risk Management, Operational Risk..., Operational Risk, Financial Risk, Portfolio Management, Financial Services, Capital Markets, Enterprise Risk..., Credit, Process Improvement
Education
Syracuse University - Martin J. Whitman School of Management 1992 — 1994
Master of Business Administration (MBA), Finance and Marketing
State University of New York College of Environmental Sciences and Forestry 1986 — 1990
Bachelor of Science (B.S.), Landscape Architecture
Gupton Marrs International September 2014 - Present
Fidelity National Information Services October 2012 - August 2014
Wells Fargo January 2009 - October 2012
Wachovia Corporation March 2004 - December 2008
BearingPoint March 2001 - March 2004
First Union National Bank November 2000 - April 2001
First Union National Bank June 1994 - November 2000
Lehman Brothers May 1994 - February 1996
Skills
Banking, Risk Management, Operational Risk..., Operational Risk, Financial Risk, Portfolio Management, Financial Services, Capital Markets, Enterprise Risk..., Credit, Process Improvement
Education
Syracuse University - Martin J. Whitman School of Management 1992 — 1994
Master of Business Administration (MBA), Finance and Marketing
State University of New York College of Environmental Sciences and Forestry 1986 — 1990
Bachelor of Science (B.S.), Landscape Architecture
Jeff Leforce's First Union National Bank Experience 1990 - 1994
Job Drake Capital, LLC
Industry Real Estate
Experience
Drake Capital, LLC June 2007 - Present
Burroughs & Chapin Company 2002 - 2007
Nvision Business Consulting 1997 - 2001
WCI Investments 1994 - 1997
First Union National Bank 1990 - 1994
Accenture 1985 - 1990
Education
University of South Carolina - Darla Moore School of Business 1983 — 1985
MBA, Finance
The Citadel 1979 — 1983
Bachelor of Science (BS), Business Administration
Drake Capital, LLC June 2007 - Present
Burroughs & Chapin Company 2002 - 2007
Nvision Business Consulting 1997 - 2001
WCI Investments 1994 - 1997
First Union National Bank 1990 - 1994
Accenture 1985 - 1990
Education
University of South Carolina - Darla Moore School of Business 1983 — 1985
MBA, Finance
The Citadel 1979 — 1983
Bachelor of Science (BS), Business Administration
Don Haber's First Union National Bank Experience February 1996 - June 1999
Job Sr. Director of Information Technology at Sculptz Inc.
Industry Information Technology and Services
Experience
Sculptz Inc. September 2009 - Present
HCI Direct Inc. September 1999 - September 2009
First Union National Bank February 1996 - June 1999
CoreStates Bank February 1989 - January 1996
First Pennsylvania Bank June 1983 - January 1989
Skills
E-commerce, SQL, Vendor Management, Strategic Planning, Project Management, Strategy
Education
Temple University 1978 — 1982
BBA, Information Science
Sculptz Inc. September 2009 - Present
HCI Direct Inc. September 1999 - September 2009
First Union National Bank February 1996 - June 1999
CoreStates Bank February 1989 - January 1996
First Pennsylvania Bank June 1983 - January 1989
Skills
E-commerce, SQL, Vendor Management, Strategic Planning, Project Management, Strategy
Education
Temple University 1978 — 1982
BBA, Information Science
Brian Havlin's First Union National Bank Experience 1990 - 1995
Job Branch Manager at Waterstone Mortgage Corporation
Industry Financial Services
Experience
Waterstone Mortgage Corporation October 2011 - Present
Allied Mortgage Group February 2007 - January 2012
Loan Star Mortgage January 2000 - February 2007
Provident Bank April 1995 - April 2000
PCFS Financial Services 1995 - 2000
First Union National Bank 1990 - 1995
Skills
Loan Origination, Mortgage Lending, Mortgage Banking, Loans, USDA, FHA, Residential Mortgages, Refinance, VA loans, Sales, Reverse Mortgages, First Time Home Buyers, FHA financing, Government Loans, VA Loans, Construction Loans, Credit Analysis, Certified Mortgage..., Investment Properties
Education
The Ohio State University 1988 — 1990
Waterstone Mortgage Corporation October 2011 - Present
Allied Mortgage Group February 2007 - January 2012
Loan Star Mortgage January 2000 - February 2007
Provident Bank April 1995 - April 2000
PCFS Financial Services 1995 - 2000
First Union National Bank 1990 - 1995
Skills
Loan Origination, Mortgage Lending, Mortgage Banking, Loans, USDA, FHA, Residential Mortgages, Refinance, VA loans, Sales, Reverse Mortgages, First Time Home Buyers, FHA financing, Government Loans, VA Loans, Construction Loans, Credit Analysis, Certified Mortgage..., Investment Properties
Education
The Ohio State University 1988 — 1990
Phil Heath's First Union National Bank Experience 1988 - 1991
Job VP Commercial Asset Management at Ram Realty Services
Industry Real Estate
Experience
Ram Realty Services 2002 - Present
Safeway 2000 - 2002
Winn Dixie Stores 1991 - 2000
First Union National Bank 1988 - 1991
7-Eleven Stores 1985 - 1988
Education
Texas A&M University-Commerce
BBA, Accounting
Ram Realty Services 2002 - Present
Safeway 2000 - 2002
Winn Dixie Stores 1991 - 2000
First Union National Bank 1988 - 1991
7-Eleven Stores 1985 - 1988
Education
Texas A&M University-Commerce
BBA, Accounting
Stephanie Helder's First Union National Bank Experience November 2000 - August 2002
Job Marketing Database Consultant at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage June 2011 - Present
Wachovia, A Wells Fargo Company January 2009 - August 2011
Wachovia Bank August 2005 - January 2009
Wachovia Bank August 2002 - August 2005
First Union National Bank November 2000 - August 2002
First Union National Bank May 2000 - November 2000
Retail Investment Group August 1995 - May 2000
Skills
Analysis, Analytics, CRM, Credit, Strategy, Leadership, Competitive Analysis, Business Analysis, Data Analysis, Banking, Management, SAS, Loans, Marketing, Risk Management
Education
The Catholic University of America 1989 — 1994
Bachelor of Science, Civil Engineering
Wells Fargo Home Mortgage June 2011 - Present
Wachovia, A Wells Fargo Company January 2009 - August 2011
Wachovia Bank August 2005 - January 2009
Wachovia Bank August 2002 - August 2005
First Union National Bank November 2000 - August 2002
First Union National Bank May 2000 - November 2000
Retail Investment Group August 1995 - May 2000
Skills
Analysis, Analytics, CRM, Credit, Strategy, Leadership, Competitive Analysis, Business Analysis, Data Analysis, Banking, Management, SAS, Loans, Marketing, Risk Management
Education
The Catholic University of America 1989 — 1994
Bachelor of Science, Civil Engineering
Parkes Dibble's First Union National Bank Experience October 1987 - June 1996
Job VP Counterparty Risk, Servicing and Vendor Managment at Deephaven Mortgage LLC
Industry Banking
Experience
Deephaven Mortgage LLC March 2015 - Present
RoundPoint Financial Group January 2014 - December 2014
First Horizon National Corporation June 2010 - July 2013
First Horizon National Corporation January 2008 - May 2010
HSBC Mortgage Services August 1999 - April 2007
Decision One Mortgage June 1996 - August 1999
First Union National Bank October 1987 - June 1996
Roby and Sims June 1984 - October 1987
Andersen Consulting August 1983 - May 1984
Skills
Mortgage, Credit, Portfolio Management, Risk, Risk Management, Mergers, Analytics, Financial Analysis, Due Diligence, Strategic Planning, Mortgage Lending, Credit Risk, Credit Analysis, Securities, Financial Modeling, Business Analysis, Vendor Management, Financial Risk, Loans, Mergers & Acquisitions, Financial Services, Banking, Loss Mitigation, Finance, Valuation, Relationship Management, Treasury Management, Loan Origination, Mortgage Banking, Corporate Finance, Underwriting, Commercial Lending, Capital Markets, Commercial Banking, Management, Asset Management, Consumer Lending, Executive Management, Analysis, Loan Servicing, Leadership, Process Improvement, Residential Mortgages, Refinance
Education
Highland Park High
Southern Methodist University
BSME, Mechanical Engineering
Southern Methodist University - Cox School of Business
MBA, Finance, General
Deephaven Mortgage LLC March 2015 - Present
RoundPoint Financial Group January 2014 - December 2014
First Horizon National Corporation June 2010 - July 2013
First Horizon National Corporation January 2008 - May 2010
HSBC Mortgage Services August 1999 - April 2007
Decision One Mortgage June 1996 - August 1999
First Union National Bank October 1987 - June 1996
Roby and Sims June 1984 - October 1987
Andersen Consulting August 1983 - May 1984
Skills
Mortgage, Credit, Portfolio Management, Risk, Risk Management, Mergers, Analytics, Financial Analysis, Due Diligence, Strategic Planning, Mortgage Lending, Credit Risk, Credit Analysis, Securities, Financial Modeling, Business Analysis, Vendor Management, Financial Risk, Loans, Mergers & Acquisitions, Financial Services, Banking, Loss Mitigation, Finance, Valuation, Relationship Management, Treasury Management, Loan Origination, Mortgage Banking, Corporate Finance, Underwriting, Commercial Lending, Capital Markets, Commercial Banking, Management, Asset Management, Consumer Lending, Executive Management, Analysis, Loan Servicing, Leadership, Process Improvement, Residential Mortgages, Refinance
Education
Highland Park High
Southern Methodist University
BSME, Mechanical Engineering
Southern Methodist University - Cox School of Business
MBA, Finance, General
Katherine (Silva) Fortier's First Union National Bank Experience October 1989 - March 1996
Job at
Industry Financial Services
Experience
Merrill Lynch March 1996 - Present
Bank of America Merrill Lynch March 1996 - Present
First Union National Bank October 1989 - March 1996
Skills
Banking, Management, Financial Services, Derivatives
Education
The Catholic University of America 1984 — 1987
BA, Finance/Accounting
Merrill Lynch March 1996 - Present
Bank of America Merrill Lynch March 1996 - Present
First Union National Bank October 1989 - March 1996
Skills
Banking, Management, Financial Services, Derivatives
Education
The Catholic University of America 1984 — 1987
BA, Finance/Accounting
Daniel Dreyer's First Union National Bank Experience 1996 - 1998
Job Agency Relations Monitor Volunteer at MANNA FoodBank
Industry Accounting
Experience
MANNA FoodBank June 2010 - Present
Self Employed December 2004 - April 2010
School District of Philadelphia December 2003 - November 2004
Sanchez Computer Associates 2001 - 2003
DX2 1999 - 2001
First Union National Bank 1996 - 1998
CoreStates Financial 1992 - 1996
First Pennsylvania Bank 1989 - 1992
Office of the Comptroller of the Currency 1985 - 1989
Skills
Public Speaking, Process Improvement, Program Management, Business Analysis, Strategic Planning, Banking, Forecasting, Software Documentation, Budgets, Account Management
Education
The George Washington University 1999 — 2000
Master of Science, Project Management
Temple University - Fox School of Business and Management 1980 — 1984
BBA, Business
MANNA FoodBank June 2010 - Present
Self Employed December 2004 - April 2010
School District of Philadelphia December 2003 - November 2004
Sanchez Computer Associates 2001 - 2003
DX2 1999 - 2001
First Union National Bank 1996 - 1998
CoreStates Financial 1992 - 1996
First Pennsylvania Bank 1989 - 1992
Office of the Comptroller of the Currency 1985 - 1989
Skills
Public Speaking, Process Improvement, Program Management, Business Analysis, Strategic Planning, Banking, Forecasting, Software Documentation, Budgets, Account Management
Education
The George Washington University 1999 — 2000
Master of Science, Project Management
Temple University - Fox School of Business and Management 1980 — 1984
BBA, Business
Maribeth Schmersal's First Union National Bank Experience 1989 - 1991
Job Financial Services Professional
Industry Financial Services
Experience
PNC Financial Services Group 1998 - 2000
Crestar Bank 1995 - 1998
Citibank 1991 - 1994
First Union National Bank 1989 - 1991
Education
The Johns Hopkins University 1993 — 1997
MS, Business
Wake Forest University 1985 — 1989
BA, Economics, History
PNC Financial Services Group 1998 - 2000
Crestar Bank 1995 - 1998
Citibank 1991 - 1994
First Union National Bank 1989 - 1991
Education
The Johns Hopkins University 1993 — 1997
MS, Business
Wake Forest University 1985 — 1989
BA, Economics, History
Jeanette Griffin's First Union National Bank Experience 2003 - 2005
Job Senior Vice Presidnet at Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Bank 2009 - Present
Wachovia Securities 1989 - 2008
First Union National Bank 2003 - 2005
First Union National Bank 2001 - 2003
First Union National Bank 1996 - 2000
First Fidelity Bank 1993 - 1996
First Fidelity Bank Leasing Group 1989 - 1993
Coopers & Lybrand 1987 - 1989
Education
Temple University 1993 — 1996
MBA
University of Delaware 1982 — 1986
BS, Accounting
Wells Fargo Bank 2009 - Present
Wachovia Securities 1989 - 2008
First Union National Bank 2003 - 2005
First Union National Bank 2001 - 2003
First Union National Bank 1996 - 2000
First Fidelity Bank 1993 - 1996
First Fidelity Bank Leasing Group 1989 - 1993
Coopers & Lybrand 1987 - 1989
Education
Temple University 1993 — 1996
MBA
University of Delaware 1982 — 1986
BS, Accounting
Julie Bouhuys's First Union National Bank Experience 1996 - 2002
Job CEO at Concerto Asset Management
Industry Investment Management
Experience
Concerto Asset Management, LLC January 2007 - Present
Wachovia August 1994 - October 2006
Wachovia Securities 2002 - 2004
First Union National Bank 1996 - 2002
First Union National Bank 1994 - 1996
Chemical Bank 1983 - 1994
Manufacturers Hanover Trust Company 1983 - 1994
Skills
Asset Managment, Investments, Alternative Investments, Investment Management, Capital Markets, High Yield, Fixed Income, Leveraged Finance, Portfolio Management, Bonds, Loans, Securities, Trading, Risk Management, Enterprise Risk..., Investment Banking, Technology Management, Technology Needs..., Compliance, Change Management, Management, Art Education, Restructuring, Equities, Asset Management, Due Diligence, Structured Finance, Private Equity, Derivatives, Valuation, Financial Modeling, Hedge Funds, Corporate Finance, Credit
Education
Southern Methodist University 1980 — 1983
BBA Finance; BFA Theatre Arts, Finance, General
Concerto Asset Management, LLC January 2007 - Present
Wachovia August 1994 - October 2006
Wachovia Securities 2002 - 2004
First Union National Bank 1996 - 2002
First Union National Bank 1994 - 1996
Chemical Bank 1983 - 1994
Manufacturers Hanover Trust Company 1983 - 1994
Skills
Asset Managment, Investments, Alternative Investments, Investment Management, Capital Markets, High Yield, Fixed Income, Leveraged Finance, Portfolio Management, Bonds, Loans, Securities, Trading, Risk Management, Enterprise Risk..., Investment Banking, Technology Management, Technology Needs..., Compliance, Change Management, Management, Art Education, Restructuring, Equities, Asset Management, Due Diligence, Structured Finance, Private Equity, Derivatives, Valuation, Financial Modeling, Hedge Funds, Corporate Finance, Credit
Education
Southern Methodist University 1980 — 1983
BBA Finance; BFA Theatre Arts, Finance, General
Dave Shimko's First Union National Bank Experience 1998 - 2001
Job Project Manager at GSI Commerce
Industry Internet
Experience
GSI Commerce March 2007 - Present
GSI Commerce 2007 - 2009
MBNA 2006 - 2006
IBM Global Business Services 2005 - 2005
AmerisourceBergen 2001 - 2005
First Union National Bank 1998 - 2001
Rosenbluth International 1995 - 1998
Tokai Finacial services April 1989 - August 1995
Education
Slippery Rock University of Pennsylvania 1982 — 1987
BA/BS, Communications/Comp Sci
GSI Commerce March 2007 - Present
GSI Commerce 2007 - 2009
MBNA 2006 - 2006
IBM Global Business Services 2005 - 2005
AmerisourceBergen 2001 - 2005
First Union National Bank 1998 - 2001
Rosenbluth International 1995 - 1998
Tokai Finacial services April 1989 - August 1995
Education
Slippery Rock University of Pennsylvania 1982 — 1987
BA/BS, Communications/Comp Sci
Eric Lowman's First Union National Bank Experience April 1987 - November 1989
Job BB&T Senior Vice President / Market President
Industry Banking
Experience
BB&T July 1992 - Present
NCNB November 1989 - July 1992
First Union National Bank April 1987 - November 1989
First Union National Bank June 1986 - April 1987
First National Bank of SC January 1982 - June 1986
Skills
Credit Analysis, Banking, Commercial Lending, Credit, Financial Analysis, Underwriting, Finance, Loans, Commercial Banking, Portfolio Management, Small Business Lending, Management, Sales, Retail Banking, Loan Origination, Risk Management, Consumer Lending, Customer Service, New Business Development, Leadership, Refinance, Mortgage Lending, Investments, Deposits, Real Estate
Education
University of South Carolina-Columbia 1979 — 1981
BS, Banking and Finance, Cum Laude
Spartanburg Methodist College 1977 — 1979
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
BB&T July 1992 - Present
NCNB November 1989 - July 1992
First Union National Bank April 1987 - November 1989
First Union National Bank June 1986 - April 1987
First National Bank of SC January 1982 - June 1986
Skills
Credit Analysis, Banking, Commercial Lending, Credit, Financial Analysis, Underwriting, Finance, Loans, Commercial Banking, Portfolio Management, Small Business Lending, Management, Sales, Retail Banking, Loan Origination, Risk Management, Consumer Lending, Customer Service, New Business Development, Leadership, Refinance, Mortgage Lending, Investments, Deposits, Real Estate
Education
University of South Carolina-Columbia 1979 — 1981
BS, Banking and Finance, Cum Laude
Spartanburg Methodist College 1977 — 1979
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Jerald Jerry Collins's First Union National Bank Experience 2000 - 2002
Job Experienced Human Resources Executive
Industry Pharmaceuticals
Experience
Lee Hecht Harrison 2008 - 2009
Johnson & Johnson October 2007 - February 2008
Ortho Biotech June 2002 - September 2007
First Union National Bank 2000 - 2002
First Union National Bank 1998 - 1999
National Liberty Insurance Company (Division of Capital Holding) 1991 - 1994
National Liberty Insurance Company (Division of Capital Holding) 1991 - 1994
ARAMARK 1984 - 1990
Johnson & Johnson 1976 - 1979
Education
Springfield College 1974 — 1976
MEd., Industrial Psychology
Western Michigan University 1965 — 1969
BA, Education
Lee Hecht Harrison 2008 - 2009
Johnson & Johnson October 2007 - February 2008
Ortho Biotech June 2002 - September 2007
First Union National Bank 2000 - 2002
First Union National Bank 1998 - 1999
National Liberty Insurance Company (Division of Capital Holding) 1991 - 1994
National Liberty Insurance Company (Division of Capital Holding) 1991 - 1994
ARAMARK 1984 - 1990
Johnson & Johnson 1976 - 1979
Education
Springfield College 1974 — 1976
MEd., Industrial Psychology
Western Michigan University 1965 — 1969
BA, Education
Gail Levin's First Union National Bank Experience 1990 - 2000
Job VP, Business Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 1990 - Present
Wachovia, a Wells Fargo Company 1990 - Present
Wells Fargo Corporation 1990 - Present
First Union National Bank 1990 - 2000
Education
Syracuse University
Wells Fargo February 1990 - Present
Wachovia, a Wells Fargo Company 1990 - Present
Wells Fargo Corporation 1990 - Present
First Union National Bank 1990 - 2000
Education
Syracuse University
Aven Owen Willams's First Union National Bank Experience April 2000 - March 2001
Job Vice President Learning and Development Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo 2009 - Present
Wachovia Corporation April 2003 - April 2009
First Union National Bank April 2000 - March 2001
First Union National Bank 1997 - April 2000
First Union National Bank January 1996 - October 1997
Education
Southern Methodist University 1983 — 1987
Bachelor of Arts, Advertising, Graphic Design Minor
Wells Fargo 2009 - Present
Wachovia Corporation April 2003 - April 2009
First Union National Bank April 2000 - March 2001
First Union National Bank 1997 - April 2000
First Union National Bank January 1996 - October 1997
Education
Southern Methodist University 1983 — 1987
Bachelor of Arts, Advertising, Graphic Design Minor
Thomas A. Russo's First Union National Bank Experience January 1990 - January 1998
Job Head of Foreign Exchange Trading at KeyBank
Industry Banking
Experience
KeyBank June 2012 - Present
KeyBank July 2000 - May 2012
KeyBank 2002 - 2005
First Union National Bank January 1990 - January 1998
Skills
Capital Markets, Fixed Income, Trading, Hedging, Portfolio Management, Derivatives, Financial Markets, Interest Rate..., Interest Rate Risk..., Options, Banking, Risk Management, Interest Rate Swaps, FX Options, Currency, FX trading, Proprietary Trading, Foreign Exchange, Rates, Slavic languages, Financial Modeling, Medieval History, Performing Arts
Education
State University of New York College at Oswego 1983 — 1987
B.S. Economics, Finance
KeyBank June 2012 - Present
KeyBank July 2000 - May 2012
KeyBank 2002 - 2005
First Union National Bank January 1990 - January 1998
Skills
Capital Markets, Fixed Income, Trading, Hedging, Portfolio Management, Derivatives, Financial Markets, Interest Rate..., Interest Rate Risk..., Options, Banking, Risk Management, Interest Rate Swaps, FX Options, Currency, FX trading, Proprietary Trading, Foreign Exchange, Rates, Slavic languages, Financial Modeling, Medieval History, Performing Arts
Education
State University of New York College at Oswego 1983 — 1987
B.S. Economics, Finance
Chris VanCuyk's First Union National Bank Experience September 1998 - May 2000
Job Software Solutions Architect at Champion Solutions Group
Industry Information Technology and Services
Experience
Champion Solutions Group March 2015 - Present
Mainline Information Systems September 2013 - March 2015
ICC October 2012 - September 2013
OhioHealth February 2008 - October 2012
JPMorgan Chase May 2000 - February 2008
First Union National Bank September 1998 - May 2000
Chase Manhattan Mortgage Corporation February 1998 - September 1998
Quick Solutions June 1995 - June 1998
Nationwide Insurance March 1993 - June 1995
Skills
Infrastructure..., Healthcare Information..., HIPAA, Integration, Process Improvement, Leadership, Change Management, Project Management, EMR, Healthcare, Strategic Planning, Team Leadership, Financial Modeling, Business Strategy, Enterprise Data..., Workflow Management, Meaningful Use, Software Development, Enterprise Architecture, Business Intelligence, Healthcare Consulting, Security, Data Warehousing, Management, Enterprise Software, PMO, Information Technology, IT Strategy, Data Center, Disaster Recovery, Servers, Vendor Management, IT Management
Education
The Ohio State University 1988 — 1993
Bachelor of Science, Computer and Information Sciences in Engineering
Champion Solutions Group March 2015 - Present
Mainline Information Systems September 2013 - March 2015
ICC October 2012 - September 2013
OhioHealth February 2008 - October 2012
JPMorgan Chase May 2000 - February 2008
First Union National Bank September 1998 - May 2000
Chase Manhattan Mortgage Corporation February 1998 - September 1998
Quick Solutions June 1995 - June 1998
Nationwide Insurance March 1993 - June 1995
Skills
Infrastructure..., Healthcare Information..., HIPAA, Integration, Process Improvement, Leadership, Change Management, Project Management, EMR, Healthcare, Strategic Planning, Team Leadership, Financial Modeling, Business Strategy, Enterprise Data..., Workflow Management, Meaningful Use, Software Development, Enterprise Architecture, Business Intelligence, Healthcare Consulting, Security, Data Warehousing, Management, Enterprise Software, PMO, Information Technology, IT Strategy, Data Center, Disaster Recovery, Servers, Vendor Management, IT Management
Education
The Ohio State University 1988 — 1993
Bachelor of Science, Computer and Information Sciences in Engineering
Kathy Mixon's First Union National Bank Experience January 1992 - June 1998
Job Retired Commercial Real Estate Reporting and Analytics
Industry Commercial Real Estate
Experience
Wells Fargo August 2011 - 2014
Wells Fargo August 2009 - August 2011
Wachovia Bank July 2005 - August 2009
Wachovia SecuritiesC December 2001 - July 2005
Bank of America June 1999 - June 2001
Dunkum Mortgage Group June 1998 - June 1999
First Union National Bank January 1992 - June 1998
Skills
Real Estate, Credit, Valuation, Commercial Real Estate, Portfolio Management
Education
Texas State University
BBA, Business Management
Wells Fargo August 2011 - 2014
Wells Fargo August 2009 - August 2011
Wachovia Bank July 2005 - August 2009
Wachovia SecuritiesC December 2001 - July 2005
Bank of America June 1999 - June 2001
Dunkum Mortgage Group June 1998 - June 1999
First Union National Bank January 1992 - June 1998
Skills
Real Estate, Credit, Valuation, Commercial Real Estate, Portfolio Management
Education
Texas State University
BBA, Business Management
Frank Altieri's First Union National Bank Experience December 1998 - May 2000
Job Independent Consultant
Industry Accounting
Experience
Francis R. Altieri, CPA 1985 - Present
DVFG Companies, Inc. (Delaware Valley Financial Group) August 2009 - July 2012
Wescott Financial Advisory Group. LLC. May 2000 - June 2009
First Union National Bank December 1998 - May 2000
Mid-Atlantic Companies, Ltd. March 1992 - December 1998
Whitesell Construction Co. Inc. July 1980 - February 1992
Skills
Financial Reporting, Accounting, Strategic Financial..., Finance, Tax, Management, GAAP, Financial Analysis, Internal Controls, Leadership, Start-ups, Financial Accounting, Operations Management, Project Planning, SEC filings
Education
Temple University 1969 — 1973
BBA, Accounting/Finance
Francis R. Altieri, CPA 1985 - Present
DVFG Companies, Inc. (Delaware Valley Financial Group) August 2009 - July 2012
Wescott Financial Advisory Group. LLC. May 2000 - June 2009
First Union National Bank December 1998 - May 2000
Mid-Atlantic Companies, Ltd. March 1992 - December 1998
Whitesell Construction Co. Inc. July 1980 - February 1992
Skills
Financial Reporting, Accounting, Strategic Financial..., Finance, Tax, Management, GAAP, Financial Analysis, Internal Controls, Leadership, Start-ups, Financial Accounting, Operations Management, Project Planning, SEC filings
Education
Temple University 1969 — 1973
BBA, Accounting/Finance
kathy edman's First Union National Bank Experience June 1990 - June 1998
Job Compensation Manager at UniSelect USA
Industry Human Resources
Experience
Uni-Select USA January 2011 - Present
Bank of America June 1998 - June 2000
First Union National Bank June 1990 - June 1998
Skills
Salary Surveys, Job Evaluation, FLSA, Salary Structures, Job Analysis, Compensations, Compensation Planning, Bonus, Equity Compensation, Compensation Plans, Incentive Programs, Compensation & Benefits, Deferred Compensation, HRIS, Compensation, FMLA, Compensation & Benefit
Education
SUNY Potsdam 1981 — 1985
Bachelor's degree, Labor and Industrial Relations/Psychology
Uni-Select USA January 2011 - Present
Bank of America June 1998 - June 2000
First Union National Bank June 1990 - June 1998
Skills
Salary Surveys, Job Evaluation, FLSA, Salary Structures, Job Analysis, Compensations, Compensation Planning, Bonus, Equity Compensation, Compensation Plans, Incentive Programs, Compensation & Benefits, Deferred Compensation, HRIS, Compensation, FMLA, Compensation & Benefit
Education
SUNY Potsdam 1981 — 1985
Bachelor's degree, Labor and Industrial Relations/Psychology
Frank Hruby's First Union National Bank Experience 1995 - 1998
Job Analytics Professional successful in generating revenue growth, decreasing customer attrition and enhancing data quality
Industry Financial Services
Experience
Wells Fargo May 2008 - Present
Wells Fargo 2001 - 2007
Wells Fargo 1998 - 2001
First Union National Bank 1995 - 1998
Independent Hearing Officer March 1992 - March 1994
Private Practice - Law 1991 - 1994
Skills
Data Quality and Testing, Performance Management, Strategy Development, Data Warehousing, Banking, Reporting & Analysis, Customer Analytics, Analytics, Segmentation, Financial Services, Cross Selling, Direct Marketing, Database Marketing, SAS, Customer Acquisition, Customer Retention, Strategic Data Analysis, Performance Metrics, Tax Law, Legal Writing, Legal Research, Scorecard Management, Testing, Management, Leadership, Strategy
Education
State University of New York at Buffalo - School of Management 1991 — 1993
Master of Business Administration (MBA), Accounting
State University of New York at Buffalo - Law School 1987 — 1990
Doctor of Law (J.D.), Tax Law/Taxation
Wells Fargo May 2008 - Present
Wells Fargo 2001 - 2007
Wells Fargo 1998 - 2001
First Union National Bank 1995 - 1998
Independent Hearing Officer March 1992 - March 1994
Private Practice - Law 1991 - 1994
Skills
Data Quality and Testing, Performance Management, Strategy Development, Data Warehousing, Banking, Reporting & Analysis, Customer Analytics, Analytics, Segmentation, Financial Services, Cross Selling, Direct Marketing, Database Marketing, SAS, Customer Acquisition, Customer Retention, Strategic Data Analysis, Performance Metrics, Tax Law, Legal Writing, Legal Research, Scorecard Management, Testing, Management, Leadership, Strategy
Education
State University of New York at Buffalo - School of Management 1991 — 1993
Master of Business Administration (MBA), Accounting
State University of New York at Buffalo - Law School 1987 — 1990
Doctor of Law (J.D.), Tax Law/Taxation
Joseph Mikalic's First Union National Bank Experience May 2000 - August 2004
Job Retired Credit Card and Payment Services Executve
Industry Banking
Experience
Source4Teachers March 2010 - April 2013
Collingswood School District April 2009 - April 2013
Wells Fargo Bank, N.A. August 2005 - February 2009
Genpass Technologies August 2004 - August 2005
First Union National Bank May 2000 - August 2004
Peirce College March 1999 - November 1999
CoreStates Bank, N.A. February 1997 - August 1998
Advanta Business Services August 1995 - February 1997
Skills
Social Media Marketing, Social Media, Integrated Marketing, Email Marketing, Public Relations, Online Advertising, Digital Marketing, Event Management, CRM, Leadership, Social Networking, Editing, Management, Customer Service, Sales, Public Speaking, Business Development, Coaching, Fundraising, Leadership Development, Small Business, Team Leadership, Staff Development, Team Building, Entrepreneurship, Teaching, Budgets, Time Management
Education
Temple University 1974 — 1980
Bachelor's degree, Public Health
Bishop Neumann High School 1970 — 1974
High School Diploma, Academic
Source4Teachers March 2010 - April 2013
Collingswood School District April 2009 - April 2013
Wells Fargo Bank, N.A. August 2005 - February 2009
Genpass Technologies August 2004 - August 2005
First Union National Bank May 2000 - August 2004
Peirce College March 1999 - November 1999
CoreStates Bank, N.A. February 1997 - August 1998
Advanta Business Services August 1995 - February 1997
Skills
Social Media Marketing, Social Media, Integrated Marketing, Email Marketing, Public Relations, Online Advertising, Digital Marketing, Event Management, CRM, Leadership, Social Networking, Editing, Management, Customer Service, Sales, Public Speaking, Business Development, Coaching, Fundraising, Leadership Development, Small Business, Team Leadership, Staff Development, Team Building, Entrepreneurship, Teaching, Budgets, Time Management
Education
Temple University 1974 — 1980
Bachelor's degree, Public Health
Bishop Neumann High School 1970 — 1974
High School Diploma, Academic
Carnell Frink's First Union National Bank Experience May 1996 - 2004
Job Operations Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2010 - Present
Wachovia Bank 2004 - 2009
First Union National Bank May 1996 - 2004
Skills
Process Improvement, Customer Service, Financial Reporting, Microsoft Office, Visual Basic, Database Design, Six Sigma, Project Management, Business Analysis, Team Leadership, Team Building, Employee Engagement, Forecasting, Department Budgeting, Banking, Leadership, Operations Management, Risk Management, Strategic Planning, Vendor Management
Education
Strayer University-North Carolina 2008 — 2011
Master of Business Administration (M.B.A.), Management Information Systems, General, 4.0
University of North Carolina at Charlotte 1993 — 2003
BSBA Management Information Systems
Wells Fargo March 2010 - Present
Wachovia Bank 2004 - 2009
First Union National Bank May 1996 - 2004
Skills
Process Improvement, Customer Service, Financial Reporting, Microsoft Office, Visual Basic, Database Design, Six Sigma, Project Management, Business Analysis, Team Leadership, Team Building, Employee Engagement, Forecasting, Department Budgeting, Banking, Leadership, Operations Management, Risk Management, Strategic Planning, Vendor Management
Education
Strayer University-North Carolina 2008 — 2011
Master of Business Administration (M.B.A.), Management Information Systems, General, 4.0
University of North Carolina at Charlotte 1993 — 2003
BSBA Management Information Systems
Marilyn Johnson Bellinger, MBA's First Union National Bank Experience 1994 - 2002
Job Compliance Quality Assurance at Us Bank Corporate Trust
Industry Banking
Experience
US Bank Compliance November 2014 - Present
US Bank January 2010 - November 2014
Regions Bank 2008 - 2009
US Bank September 2006 - June 2007
Wachovia Bank 2002 - 2006
First Union National Bank 1994 - 2002
Skills
Loans, Credit, Banking, Private Banking, Portfolio Management, Underwriting, Wealth Management, Wealth Management..., Trust Services, Cash Management, Bonds, Small Business Lending, Financial Analysis, Fixed Income, Financial Statement..., Bloomberg, Securities
Education
Pfeiffer University 2011 — 2013
Masters, Business Administration
South Carolina State University 1988 — 1992
Bachelor of Science, Business Administration
HH Arnold
HH Arnold
US Bank Compliance November 2014 - Present
US Bank January 2010 - November 2014
Regions Bank 2008 - 2009
US Bank September 2006 - June 2007
Wachovia Bank 2002 - 2006
First Union National Bank 1994 - 2002
Skills
Loans, Credit, Banking, Private Banking, Portfolio Management, Underwriting, Wealth Management, Wealth Management..., Trust Services, Cash Management, Bonds, Small Business Lending, Financial Analysis, Fixed Income, Financial Statement..., Bloomberg, Securities
Education
Pfeiffer University 2011 — 2013
Masters, Business Administration
South Carolina State University 1988 — 1992
Bachelor of Science, Business Administration
HH Arnold
HH Arnold
HARRIET DOVER's First Union National Bank Experience July 1993 - August 1995
Job Business Administration/Accounting
Industry Banking
Experience
WELLS FARGO February 2010 - December 2012
WACHOVIA BANK March 2000 - February 2010
WACHOVIA August 1995 - March 2000
FIRST UNION NATIONAL BANK July 1993 - August 1995
Skills
Banking, Bank Reconciliation, Data Entry, Teller Operations, General Ledger
Education
University of Phoenix 2009 — 2014
Accounting
Sullivan University 1984 — 1986
DIPLOMA, Accounting
WELLS FARGO February 2010 - December 2012
WACHOVIA BANK March 2000 - February 2010
WACHOVIA August 1995 - March 2000
FIRST UNION NATIONAL BANK July 1993 - August 1995
Skills
Banking, Bank Reconciliation, Data Entry, Teller Operations, General Ledger
Education
University of Phoenix 2009 — 2014
Accounting
Sullivan University 1984 — 1986
DIPLOMA, Accounting
Sharon Van Auken's First Union National Bank Experience 1992 - 1996
Job Human Resources Professional
Industry Higher Education
Experience
Paul Smith's College November 2012 - Present
Lane Hospitality September 2005 - November 2012
Lake Placid-Essex County Visitors Bureau 2004 - 2005
EPRI 1997 - 2004
First Union National Bank 1992 - 1996
State Street Bank 1986 - 1992
Bear Stearns 1983 - 1986
Skills
Public Speaking, Hospitality Management, Team Leadership, Strategic Planning, Hotels, Leadership, CRM, Team Building, Employee Engagement, Customer Service, Employee Training, Food & Beverage, New Hire Orientations, Talent Acquisition, Personnel Management, Time Management
Education
St. Lawrence University
B.A., English, Secondary Education, Physical Education
Paul Smith's College November 2012 - Present
Lane Hospitality September 2005 - November 2012
Lake Placid-Essex County Visitors Bureau 2004 - 2005
EPRI 1997 - 2004
First Union National Bank 1992 - 1996
State Street Bank 1986 - 1992
Bear Stearns 1983 - 1986
Skills
Public Speaking, Hospitality Management, Team Leadership, Strategic Planning, Hotels, Leadership, CRM, Team Building, Employee Engagement, Customer Service, Employee Training, Food & Beverage, New Hire Orientations, Talent Acquisition, Personnel Management, Time Management
Education
St. Lawrence University
B.A., English, Secondary Education, Physical Education
Barbara Carroll's First Union National Bank Experience 1994 - 2003
Job Loan Team Mgr
Industry Banking
Experience
Wells Fargo July 2011 - Present
The Risk Management Association 2004 - Present
Wells Fargo Bank formerly Wachovia Bank 1994 - Present
First Union National Bank 1994 - 2003
American Credit Indemnity 1992 - 1994
Skills
Banking, Commercial Lending, Loan Origination, Loans, Credit, Commercial Banking, Credit Analysis, Portfolio Management, Asset Based Lending, Mortgage Lending, Credit Risk, Treasury Management, Small Business Lending, Financial Risk, Commercial Mortgages, Consumer Lending, Financial Services, Lines Of Credit, Underwriting, Risk Management
Education
The George Washington University - School of Business 1980 — 1982
MBA, Finance & Investments
University of Virginia 1972 — 1976
Bachelor of Arts
Wells Fargo July 2011 - Present
The Risk Management Association 2004 - Present
Wells Fargo Bank formerly Wachovia Bank 1994 - Present
First Union National Bank 1994 - 2003
American Credit Indemnity 1992 - 1994
Skills
Banking, Commercial Lending, Loan Origination, Loans, Credit, Commercial Banking, Credit Analysis, Portfolio Management, Asset Based Lending, Mortgage Lending, Credit Risk, Treasury Management, Small Business Lending, Financial Risk, Commercial Mortgages, Consumer Lending, Financial Services, Lines Of Credit, Underwriting, Risk Management
Education
The George Washington University - School of Business 1980 — 1982
MBA, Finance & Investments
University of Virginia 1972 — 1976
Bachelor of Arts
Max Hammond's First Union National Bank Experience January 1994 - June 2005
Job Manager at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank January 2006 - Present
First Union National Bank January 1994 - June 2005
United Carolina Bank January 1972 - January 1994
Skills
Banking, Vendor Management, Process Improvement, Business Analysis, Operations Management, Strategic Financial..., Management, Analysis, Mergers, Business Process..., Risk Management, Project Management, Budgets, Project Planning, Change Management, Relationship Management, Mergers & Acquisitions
Education
Southeastern Community College 1970 — 1972
AS Business administration, Business, 3.8
First Citizens Bank January 2006 - Present
First Union National Bank January 1994 - June 2005
United Carolina Bank January 1972 - January 1994
Skills
Banking, Vendor Management, Process Improvement, Business Analysis, Operations Management, Strategic Financial..., Management, Analysis, Mergers, Business Process..., Risk Management, Project Management, Budgets, Project Planning, Change Management, Relationship Management, Mergers & Acquisitions
Education
Southeastern Community College 1970 — 1972
AS Business administration, Business, 3.8
Tracey Boyle's First Union National Bank Experience March 2001 - November 2001
Job General Manager Silver Suites
Industry Facilities Services
Experience
Silverstein Properties October 2012 - Present
JPMorgan May 2012 - October 2012
JPMorgan Chase August 2010 - May 2012
JPMorgan Chase October 2008 - July 2010
JPMorgan Chase May 2005 - October 2008
PM Realty Group November 2001 - May 2005
First Union National Bank March 2001 - November 2001
RFR Realty, LLC March 1999 - March 2001
Rockefeller Center Management Corporation August 1985 - March 1999
Skills
Property Management, Real Estate, Contract Management, Operations Management, Contract Negotiation, Customer Relations, Customer Service, Team Building, Scheduling, Problem Solving, Hiring, Vendor Management, Microsoft Office, Facilities Management, Effective oral and..., Process Scheduler, Recruiting, Communication, Commercial Real Estate, Management, Negotiation, Construction, Investments, Budgets, Asset Managment, Tenant, Real Estate Economics, Asset Management, Project Management, Disposition, Property, Risk Management, Leases, Portfolio Management, Leadership, Corporate Real Estate, Lease Administration, Real Estate Transactions, Real Estate Development, Forecasting, Financial Analysis, Sales, Strategic Planning, Due Diligence
Education
State University of New York College at Geneseo 1980 — 1984
Bachelor of Arts
Silverstein Properties October 2012 - Present
JPMorgan May 2012 - October 2012
JPMorgan Chase August 2010 - May 2012
JPMorgan Chase October 2008 - July 2010
JPMorgan Chase May 2005 - October 2008
PM Realty Group November 2001 - May 2005
First Union National Bank March 2001 - November 2001
RFR Realty, LLC March 1999 - March 2001
Rockefeller Center Management Corporation August 1985 - March 1999
Skills
Property Management, Real Estate, Contract Management, Operations Management, Contract Negotiation, Customer Relations, Customer Service, Team Building, Scheduling, Problem Solving, Hiring, Vendor Management, Microsoft Office, Facilities Management, Effective oral and..., Process Scheduler, Recruiting, Communication, Commercial Real Estate, Management, Negotiation, Construction, Investments, Budgets, Asset Managment, Tenant, Real Estate Economics, Asset Management, Project Management, Disposition, Property, Risk Management, Leases, Portfolio Management, Leadership, Corporate Real Estate, Lease Administration, Real Estate Transactions, Real Estate Development, Forecasting, Financial Analysis, Sales, Strategic Planning, Due Diligence
Education
State University of New York College at Geneseo 1980 — 1984
Bachelor of Arts
Eric Weiss's First Union National Bank Experience 2000 - 2003
Job Outside Sales Representative
Industry Financial Services
Experience
Pearl Carroll & Associates March 2015 - Present
The Reorganization Management Group October 2008 - May 2014
HSBC Securities 2004 - 2007
HSBC Bank USA 2004 - 2007
First Union National Bank 2000 - 2003
First Union National Bank 2000 - 2003
Skills
Financial Analysis, Budgets, Accounts Payable, Mortgage Lending, Credit, New Business Development, Investments, Restructuring, Loans, Banking, Financial Services, Small Business, Portfolio Management, Finance, Sales, Marketing, Mutual Funds, Sales Management, Entrepreneurship, Strategic Planning, Online Marketing, Lead Generation, Coaching, Insurance, Real Estate, Business Strategy, Wealth Management, Management, Negotiation, Email Marketing, Marketing Strategy, Credit Risk, Risk Management, Business Development, Online Advertising, Strategic Financial..., Retirement Planning, Start-ups, Team Building
Education
The Ohio State University - The Max M. Fisher College of Business 1993 — 1997
BA, Marketing Business Management
CRANFORD HIGH SCHOOL 1989 — 1993
Busniess Management
Pearl Carroll & Associates March 2015 - Present
The Reorganization Management Group October 2008 - May 2014
HSBC Securities 2004 - 2007
HSBC Bank USA 2004 - 2007
First Union National Bank 2000 - 2003
First Union National Bank 2000 - 2003
Skills
Financial Analysis, Budgets, Accounts Payable, Mortgage Lending, Credit, New Business Development, Investments, Restructuring, Loans, Banking, Financial Services, Small Business, Portfolio Management, Finance, Sales, Marketing, Mutual Funds, Sales Management, Entrepreneurship, Strategic Planning, Online Marketing, Lead Generation, Coaching, Insurance, Real Estate, Business Strategy, Wealth Management, Management, Negotiation, Email Marketing, Marketing Strategy, Credit Risk, Risk Management, Business Development, Online Advertising, Strategic Financial..., Retirement Planning, Start-ups, Team Building
Education
The Ohio State University - The Max M. Fisher College of Business 1993 — 1997
BA, Marketing Business Management
CRANFORD HIGH SCHOOL 1989 — 1993
Busniess Management
Anthony Mastrome's First Union National Bank Experience February 1993 - July 1998
Job Clinical Specialist at Synapse Biomedical
Industry Hospital & Health Care
Experience
El Camino Hospital July 2015 - Present
Temple University Hospital January 1999 - Present
Temple University Hospital November 1999 - November 2012
Thomas Jefferson Hospital January 1998 - January 1999
First Union National Bank February 1993 - July 1998
First Union Bank January 1993 - January 1998
Skills
Pediatrics, Hospitals, Healthcare, Home Care, Cpr Certified, Emergency Room, Treatment, Training, Analysis, Management, Mechanical Ventilation, Ventilators, CPAP, Respiration, Administration, Teamwork, Critical Care, Blood Gas, Healthcare Management, Acute Care, CPR Certified
Education
Temple University - Fox School of Business and Management 2004 — 2009
Bachelor's, Finance
Temple University 2001 — 2009
Bachelor, Finance and Business Administration
Community College 1994 — 1998
Associates, Allied Health and Respiratory Therapy
El Camino Hospital July 2015 - Present
Temple University Hospital January 1999 - Present
Temple University Hospital November 1999 - November 2012
Thomas Jefferson Hospital January 1998 - January 1999
First Union National Bank February 1993 - July 1998
First Union Bank January 1993 - January 1998
Skills
Pediatrics, Hospitals, Healthcare, Home Care, Cpr Certified, Emergency Room, Treatment, Training, Analysis, Management, Mechanical Ventilation, Ventilators, CPAP, Respiration, Administration, Teamwork, Critical Care, Blood Gas, Healthcare Management, Acute Care, CPR Certified
Education
Temple University - Fox School of Business and Management 2004 — 2009
Bachelor's, Finance
Temple University 2001 — 2009
Bachelor, Finance and Business Administration
Community College 1994 — 1998
Associates, Allied Health and Respiratory Therapy
Jeff Fisher's First Union National Bank Experience 1989 - 1991
Job Chief Financial Officer at Covenant Surgical Partners
Industry Hospital & Health Care
Experience
Covenant Surgical Partners July 2014 - Present
Riffs 2011 - 2014
Riffs 2011 - 2014
Pinnacle Financial Partners 2003 - 2008
SunTrust Robinson Humphrey 1998 - 2003
Equitable Securities Corporation 1995 - 1998
J.B.B. Hilliard-Lyons 1991 - 1995
First Union National Bank 1989 - 1991
First American National Bank 1987 - 1989
Freeman Investments 1984 - 1987
Skills
Revenue Cycle, Budgets, Healthcare Information..., Leadership, Medicare, Healthcare, HIPAA, Financial Reporting, Managed Care, Healthcare Management, Team Building, Nonprofits, EHR, Hospitals, Process Improvement, Employee Benefits, Strategic Planning, Business Development, Physician Relations, Insurance, Financial Analysis, Finance, Health Insurance, Executive Management, Data Analysis, Performance Improvement
Education
Vanderbilt University 1973 — 1977
B.A. Business Administration, Math, History
Tennessee State University 1981 — 1984
Master of Business Administration (M.B.A.), Management
Covenant Surgical Partners July 2014 - Present
Riffs 2011 - 2014
Riffs 2011 - 2014
Pinnacle Financial Partners 2003 - 2008
SunTrust Robinson Humphrey 1998 - 2003
Equitable Securities Corporation 1995 - 1998
J.B.B. Hilliard-Lyons 1991 - 1995
First Union National Bank 1989 - 1991
First American National Bank 1987 - 1989
Freeman Investments 1984 - 1987
Skills
Revenue Cycle, Budgets, Healthcare Information..., Leadership, Medicare, Healthcare, HIPAA, Financial Reporting, Managed Care, Healthcare Management, Team Building, Nonprofits, EHR, Hospitals, Process Improvement, Employee Benefits, Strategic Planning, Business Development, Physician Relations, Insurance, Financial Analysis, Finance, Health Insurance, Executive Management, Data Analysis, Performance Improvement
Education
Vanderbilt University 1973 — 1977
B.A. Business Administration, Math, History
Tennessee State University 1981 — 1984
Master of Business Administration (M.B.A.), Management
Joseph Zdunkiewicz's First Union National Bank Experience 1999 - 2000
Job Customer Service Representative at The Dow Chemical Company
Industry Chemicals
Experience
The Dow Chemical Company July 2011 - Present
Alps Electric North America, Inc. February 2002 - November 2010
Alps Electric North America, Inc. February 2002 - November 2010
JDS Uniphase 2000 - 2001
First Union National Bank 1999 - 2000
Cendant Mortgage 1998 - 1999
United Parcel Service 1992 - 1997
United Parcel Service 1989 - 1992
United Parcel Service 1986 - 1989
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration, Management / Operations Management
The Dow Chemical Company July 2011 - Present
Alps Electric North America, Inc. February 2002 - November 2010
Alps Electric North America, Inc. February 2002 - November 2010
JDS Uniphase 2000 - 2001
First Union National Bank 1999 - 2000
Cendant Mortgage 1998 - 1999
United Parcel Service 1992 - 1997
United Parcel Service 1989 - 1992
United Parcel Service 1986 - 1989
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration, Management / Operations Management
B Allston Moore III's First Union National Bank Experience 1998 - 2001
Job Senior Vice President at ServisFirst Bank
Industry Banking
Experience
ServisFirst Bank December 2014 - Present
First Tennessee Bank September 2013 - December 2014
First Citizens Bank & Trust of South Carolina April 2001 - September 2013
First Union National Bank 1998 - 2001
Skills
Commercial Lending, Credit, Banking, Mortgage Lending, Commercial Banking, Consumer Lending, Investments, Financial Analysis, Mortgage Banking, Real Estate, Lines Of Credit, Wealth Management, Loans, Small Business Lending
Education
University of South Carolina-Columbia 1989 — 1991
Master of Business Administration (MBA), Accounting and Finance
Southern Methodist University 1983 — 1987
Bachelor of Arts (B.A.), History
Episcopal High School 1979 — 1983
ServisFirst Bank December 2014 - Present
First Tennessee Bank September 2013 - December 2014
First Citizens Bank & Trust of South Carolina April 2001 - September 2013
First Union National Bank 1998 - 2001
Skills
Commercial Lending, Credit, Banking, Mortgage Lending, Commercial Banking, Consumer Lending, Investments, Financial Analysis, Mortgage Banking, Real Estate, Lines Of Credit, Wealth Management, Loans, Small Business Lending
Education
University of South Carolina-Columbia 1989 — 1991
Master of Business Administration (MBA), Accounting and Finance
Southern Methodist University 1983 — 1987
Bachelor of Arts (B.A.), History
Episcopal High School 1979 — 1983
Bobby Townsend's First Union National Bank Experience January 1983 - May 1989
Job General mgr at Atlantic inc pest management
Industry Environmental Services
Experience
Atlantic inc pest management August 1989 - Present
First Union National Bank January 1983 - May 1989
First Citizens Bank & Trust of South Carolina July 1980 - January 1983
Skills
Contract Negotiation, Strategic Planning, Operations Management, Proposal Writing, Team Building, Sales Management, Sales Operations, Account Management, Program Management, Government Contracting, Leadership, Budgets, New Business Development, Government, Negotiation, Organizational..., Management, Military, Team Leadership, Project Planning, Sales, Process Improvement, Income Statement, Project Management, Contract Management, Risk Management, Strategy, Cross-functional Team..., Training, Leadership Development, Business Development, Analysis, Business Planning, Management Consulting, P&L Management, Coaching, Start-ups, Selling, Customer Satisfaction, Business Strategy, Direct Sales, Small Business, Executive Management, Sales Process, Entrepreneurship, P&L
Education
The Citadel 1976 — 1980
BS Business Admin, Business
Atlantic inc pest management August 1989 - Present
First Union National Bank January 1983 - May 1989
First Citizens Bank & Trust of South Carolina July 1980 - January 1983
Skills
Contract Negotiation, Strategic Planning, Operations Management, Proposal Writing, Team Building, Sales Management, Sales Operations, Account Management, Program Management, Government Contracting, Leadership, Budgets, New Business Development, Government, Negotiation, Organizational..., Management, Military, Team Leadership, Project Planning, Sales, Process Improvement, Income Statement, Project Management, Contract Management, Risk Management, Strategy, Cross-functional Team..., Training, Leadership Development, Business Development, Analysis, Business Planning, Management Consulting, P&L Management, Coaching, Start-ups, Selling, Customer Satisfaction, Business Strategy, Direct Sales, Small Business, Executive Management, Sales Process, Entrepreneurship, P&L
Education
The Citadel 1976 — 1980
BS Business Admin, Business
alton nicholson's First Union National Bank Experience January 1998 - November 2001
Job Banking Professional
Industry Banking
Experience
VALIC October 2011 - Present
SouthTrust Bank November 2001 - February 2004
First Union National Bank January 1998 - November 2001
Education
The University of Georgia 1987 — 1993
BBA, Marketing
VALIC October 2011 - Present
SouthTrust Bank November 2001 - February 2004
First Union National Bank January 1998 - November 2001
Education
The University of Georgia 1987 — 1993
BBA, Marketing
Sherri Beaty's First Union National Bank Experience January 1989 - January 1992
Job Background Specialist at Phoenix Loss Prevention, Inc.
Industry Security and Investigations
Experience
Phoenix Loss Prevention, Inc. April 2012 - Present
Valued Services, LLC November 2004 - November 2009
Valued Services, LLC 2004 - 2009
Fayette County Board of Education October 2000 - October 2004
Scotiabank January 1993 - June 1993
First Union National Bank January 1989 - January 1992
Skills
Project Management, Microsoft Office, Outlook, Negotiation, Troubleshooting, Operations Management, Customer Service, Networking, Microsoft Excel, Training, Account Management, Finance, Microsoft Word, Team Leadership, Process Improvement, Access, Technical Support, Accounting, Litigation, Risk Management, Retail, Leadership, Budgets, Call Centers, Management
Education
Texas A&M University 1984 — 1988
Bachelor of Applied Arts and Sciences, Finance
Phoenix Loss Prevention, Inc. April 2012 - Present
Valued Services, LLC November 2004 - November 2009
Valued Services, LLC 2004 - 2009
Fayette County Board of Education October 2000 - October 2004
Scotiabank January 1993 - June 1993
First Union National Bank January 1989 - January 1992
Skills
Project Management, Microsoft Office, Outlook, Negotiation, Troubleshooting, Operations Management, Customer Service, Networking, Microsoft Excel, Training, Account Management, Finance, Microsoft Word, Team Leadership, Process Improvement, Access, Technical Support, Accounting, Litigation, Risk Management, Retail, Leadership, Budgets, Call Centers, Management
Education
Texas A&M University 1984 — 1988
Bachelor of Applied Arts and Sciences, Finance
Kate Blumberg's First Union National Bank Experience June 1984 - August 1986
Job
Industry Accounting
Experience
Florida Federal Savings & Loan August 1986 - August 1988
First Union National Bank June 1984 - August 1986
Education
University of North Florida - College of Business Administration 1987 — 1989
Bachelor of Business Administration, Accounting
Tallahassee Community College 1986 — 1987
Associates of Arts, Business
Florida Federal Savings & Loan August 1986 - August 1988
First Union National Bank June 1984 - August 1986
Education
University of North Florida - College of Business Administration 1987 — 1989
Bachelor of Business Administration, Accounting
Tallahassee Community College 1986 — 1987
Associates of Arts, Business
siobhan gallagher's First Union National Bank Experience October 1998 - October 2000
Job Senor Architect at Bank of America Home Loans
Industry Banking
Experience
Lowes Companies October 2011 - Present
Bank of America October 2006 - August 2011
The Compass Group March 2005 - October 2006
Bank of America November 2003 - August 2004
Wachovia National Bank January 2002 - November 2003
S1 Corporation October 2000 - November 2001
First Union National Bank October 1998 - October 2000
Alltel Corporation March 1996 - June 1998
Education
St Andrews Presbyterian College
B.A, Management Information Technology
City College of San Francisco A.S
Computer Science
Computer Learning Center
Computer Programming
Lowes Companies October 2011 - Present
Bank of America October 2006 - August 2011
The Compass Group March 2005 - October 2006
Bank of America November 2003 - August 2004
Wachovia National Bank January 2002 - November 2003
S1 Corporation October 2000 - November 2001
First Union National Bank October 1998 - October 2000
Alltel Corporation March 1996 - June 1998
Education
St Andrews Presbyterian College
B.A, Management Information Technology
City College of San Francisco A.S
Computer Science
Computer Learning Center
Computer Programming
David Mitchell, MBA's First Union National Bank Experience April 1994 - February 1995
Job Business Systems Analyst Information Technology Specialist III
Industry Government Administration
Experience
NYS Office of Information Technology Services November 2012 - Present
NYS Department of Tax & Finance November 2003 - November 2012
New Horizons Computer Learning Centers September 2002 - November 2003
Robert Half International September 2001 - September 2002
LTI (Logic Technology Inc.) August 1997 - December 2000
Keane Inc. September 1995 - August 1997
Automated Concepts Inc. February 1995 - September 1995
First Union National Bank April 1994 - February 1995
Keane Inc. April 1993 - April 1994
Sysco September 1992 - March 1993
Skills
Software Quality..., Software Design, Software Development, Business Analysis, Data Mining, Software Project..., Financial Reporting, Change Management, Web Design, Oracle, Java, COBOL, DB2/SQL, Tax, User Interface Design, Flow Charts, Mainframe, Data Modeling, Data Analysis, SDLC, MS Project, Project Management, Requirements Analysis, RFP, Quality Assurance, IBM Mainframe, Unix, User Acceptance Testing, Visio, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Software Documentation, Analysis, Access, Business Process, Integration, Requirements Gathering, Databases, Data Warehousing, SharePoint, PMO, Enterprise Architecture, Information Technology, Systems Analysis, IT Management, Testing, Disaster Recovery
Education
The Sage Colleges-Sage Graduate School 2010 — 2013
Master of.Business Administration, Business Strategy, CGPA - 3.65
The Sage Colleges-Sage College of Albany 2004 — 2009
Bachelor of Business Administration, Business Administration and Management, Cum Laude (CGPA -3.69)
Hudson Valley Community College 1985 — 1987
Associate in Applied Sciences, Data Processing, CGPA - 3.50
NYS Office of Information Technology Services November 2012 - Present
NYS Department of Tax & Finance November 2003 - November 2012
New Horizons Computer Learning Centers September 2002 - November 2003
Robert Half International September 2001 - September 2002
LTI (Logic Technology Inc.) August 1997 - December 2000
Keane Inc. September 1995 - August 1997
Automated Concepts Inc. February 1995 - September 1995
First Union National Bank April 1994 - February 1995
Keane Inc. April 1993 - April 1994
Sysco September 1992 - March 1993
Skills
Software Quality..., Software Design, Software Development, Business Analysis, Data Mining, Software Project..., Financial Reporting, Change Management, Web Design, Oracle, Java, COBOL, DB2/SQL, Tax, User Interface Design, Flow Charts, Mainframe, Data Modeling, Data Analysis, SDLC, MS Project, Project Management, Requirements Analysis, RFP, Quality Assurance, IBM Mainframe, Unix, User Acceptance Testing, Visio, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Software Documentation, Analysis, Access, Business Process, Integration, Requirements Gathering, Databases, Data Warehousing, SharePoint, PMO, Enterprise Architecture, Information Technology, Systems Analysis, IT Management, Testing, Disaster Recovery
Education
The Sage Colleges-Sage Graduate School 2010 — 2013
Master of.Business Administration, Business Strategy, CGPA - 3.65
The Sage Colleges-Sage College of Albany 2004 — 2009
Bachelor of Business Administration, Business Administration and Management, Cum Laude (CGPA -3.69)
Hudson Valley Community College 1985 — 1987
Associate in Applied Sciences, Data Processing, CGPA - 3.50
Ayana Horn's First Union National Bank Experience 1994 - 1998
Job Project Coordinator
Industry Architecture & Planning
Experience
Portland Public Schools July 2014 - Present
Design Within Reach January 2013 - October 2013
Port of Portland September 2011 - June 2012
Zimmer Gunsul Frasca Architects LLP April 2004 - September 2011
Wieden + Kennedy 1999 - 2001
First Union National Bank 1994 - 1998
Skills
Space-planning, Interior Design, Furniture, Design Research, Designing, Rendering, InDesign, Interior Architecture, Space planning, Stakeholder Engagement, Comprehensive Planning, Sustainable Design
Education
The Art Institute of Portland 2001 — 2004
Bachelor of Science, Interior Design
Virginia Commonwealth University 1998 — 1999
Communications
Spelman College 1990 — 1994
Bachelor of Arts, Political Science
Portland Public Schools July 2014 - Present
Design Within Reach January 2013 - October 2013
Port of Portland September 2011 - June 2012
Zimmer Gunsul Frasca Architects LLP April 2004 - September 2011
Wieden + Kennedy 1999 - 2001
First Union National Bank 1994 - 1998
Skills
Space-planning, Interior Design, Furniture, Design Research, Designing, Rendering, InDesign, Interior Architecture, Space planning, Stakeholder Engagement, Comprehensive Planning, Sustainable Design
Education
The Art Institute of Portland 2001 — 2004
Bachelor of Science, Interior Design
Virginia Commonwealth University 1998 — 1999
Communications
Spelman College 1990 — 1994
Bachelor of Arts, Political Science
Robert Terziu's First Union National Bank Experience June 1999 - March 2000
Job Law Enforcement Records Supervisor at Harford County Sheriff's Office
Industry Law Enforcement
Experience
Harford County Sheriff's Office March 2002 - Present
First Union National Bank June 1999 - March 2000
Walmart September 1996 - March 2000
Skills
Enforcement, Criminal Justice, Criminal Investigations, Police, Public Safety, Investigation
Education
Harford Community College 2009 — 2015
Business Management - Administrative Professions
The Community College of Baltimore County 1995 — 1998
Business Management
Harford County Sheriff's Office March 2002 - Present
First Union National Bank June 1999 - March 2000
Walmart September 1996 - March 2000
Skills
Enforcement, Criminal Justice, Criminal Investigations, Police, Public Safety, Investigation
Education
Harford Community College 2009 — 2015
Business Management - Administrative Professions
The Community College of Baltimore County 1995 — 1998
Business Management
Gregory Broner's First Union National Bank Experience 1996 - 2000
Job The Private Bank at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank June 2012 - Present
Fifth Third Bank April 2009 - February 2012
U.S. Trust, Bank of America January 2007 - April 2009
Bank of America April 2002 - January 2006
First Union National Bank 1996 - 2000
First Union National Bank 1996 - 2000
First Union National Bank 1996 - 2000
Skills
FINRA Licenses 7,24,66, Finance, FINRA, Wealth Management..., Credit Analysis, Investments, Financial Analysis, Investment Advisory, Consumer Lending, Wealth Management, Credit, Loans, Series 7, Mortgage Lending, Series 24, Commercial Lending, Series 63, Banking, Asset Management, Asset Allocation, Small Business Lending, Commercial Banking, Portfolio Management
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelors of Science, Finance
Wells Fargo Bank June 2012 - Present
Fifth Third Bank April 2009 - February 2012
U.S. Trust, Bank of America January 2007 - April 2009
Bank of America April 2002 - January 2006
First Union National Bank 1996 - 2000
First Union National Bank 1996 - 2000
First Union National Bank 1996 - 2000
Skills
FINRA Licenses 7,24,66, Finance, FINRA, Wealth Management..., Credit Analysis, Investments, Financial Analysis, Investment Advisory, Consumer Lending, Wealth Management, Credit, Loans, Series 7, Mortgage Lending, Series 24, Commercial Lending, Series 63, Banking, Asset Management, Asset Allocation, Small Business Lending, Commercial Banking, Portfolio Management
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelors of Science, Finance
Gary Diaz's First Union National Bank Experience June 1997 - May 1999
Job Trader at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus December 2006 - Present
Ryan Beck & Co. May 1999 - December 2006
First Union National Bank June 1997 - May 1999
Skills
Series 7, Series 55, Bloomberg Terminal, Bonds, Structured Products, Series 63, Fixed Income, FINRA
Education
Stevens Institute of Technology
Stifel Nicolaus December 2006 - Present
Ryan Beck & Co. May 1999 - December 2006
First Union National Bank June 1997 - May 1999
Skills
Series 7, Series 55, Bloomberg Terminal, Bonds, Structured Products, Series 63, Fixed Income, FINRA
Education
Stevens Institute of Technology
Tania Suarez's First Union National Bank Experience January 1994 - December 1997
Job Financial Services Professional
Industry Banking
Experience
Wells Fargo January 2010 - Present
Wachovia, A Wells Fargo Company July 1998 - December 2009
First Union National Bank January 1994 - December 1997
Skills
Banking
Education
Hialeah Miami Lakes High School 1977 — 1980
St. Thomas University
Wells Fargo January 2010 - Present
Wachovia, A Wells Fargo Company July 1998 - December 2009
First Union National Bank January 1994 - December 1997
Skills
Banking
Education
Hialeah Miami Lakes High School 1977 — 1980
St. Thomas University
Sonya Tate's First Union National Bank Experience June 1997 - March 2000
Job Home Mortgage Consultant NMLSR 561042 at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage December 2012 - Present
Wells Fargo October 2009 - Present
Wachovia Bank Na April 2001 - October 2009
First Union National Bank June 1997 - March 2000
Skills
Loans, Credit, Mortgage Lending, Banking, Consumer Lending, Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Retail Banking, Loan Origination, Sales
Education
University of Phoenix 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Surry Community College 1996 — 1997
starmount high school 1982 — 1985
Wells Fargo Home Mortgage December 2012 - Present
Wells Fargo October 2009 - Present
Wachovia Bank Na April 2001 - October 2009
First Union National Bank June 1997 - March 2000
Skills
Loans, Credit, Mortgage Lending, Banking, Consumer Lending, Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Retail Banking, Loan Origination, Sales
Education
University of Phoenix 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Surry Community College 1996 — 1997
starmount high school 1982 — 1985
Sonya Tate's First Union National Bank Experience June 1999 - March 2000
Job Home Mortgage Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank December 2012 - Present
Wachovia Bank NA March 2000 - October 2009
First Union National Bank June 1999 - March 2000
Skills
Building Relationships, Mentoring, Public Speaking, Strategic Planning, Sales Management, Leadership, Leadership Development, Team Leadership, Strategic Financial..., Integrity, Bank Mergers
Education
University of Phoenix 2012 — 2014
Bachelor of Arts (B.A.), Human Resources Management and Services, Just enrolled
Surry Community College 1996 — 1998
no degree, Psychology
Starmount High School 1982 — 1985
High Honors, North Carolina Scholar
Wells Fargo Bank December 2012 - Present
Wachovia Bank NA March 2000 - October 2009
First Union National Bank June 1999 - March 2000
Skills
Building Relationships, Mentoring, Public Speaking, Strategic Planning, Sales Management, Leadership, Leadership Development, Team Leadership, Strategic Financial..., Integrity, Bank Mergers
Education
University of Phoenix 2012 — 2014
Bachelor of Arts (B.A.), Human Resources Management and Services, Just enrolled
Surry Community College 1996 — 1998
no degree, Psychology
Starmount High School 1982 — 1985
High Honors, North Carolina Scholar
Harold Prasatik's First Union National Bank Experience December 1994 - May 1996
Job Retired at Retired
Industry Financial Services
Experience
Retired September 2014 - Present
Amegy Bank January 2012 - September 2014
Transwestern 2006 - 2011
Wells Fargo May 1996 - June 2005
First Union National Bank December 1994 - May 1996
James Madison University September 1994 - December 1994
Skills
Portfolio Management, Asset Management, Finance, Underwriting, Commercial Banking, Accounting, Financial Modeling, Real Estate, Financial Analysis, Valuation, Due Diligence
Education
Texas A&M University 1973 — 1975
Master of Business Administration (MBA), Accounting
The University of Texas at Austin 1969 — 1973
Bachelor of Science (BS), Electrical Engineering
Retired September 2014 - Present
Amegy Bank January 2012 - September 2014
Transwestern 2006 - 2011
Wells Fargo May 1996 - June 2005
First Union National Bank December 1994 - May 1996
James Madison University September 1994 - December 1994
Skills
Portfolio Management, Asset Management, Finance, Underwriting, Commercial Banking, Accounting, Financial Modeling, Real Estate, Financial Analysis, Valuation, Due Diligence
Education
Texas A&M University 1973 — 1975
Master of Business Administration (MBA), Accounting
The University of Texas at Austin 1969 — 1973
Bachelor of Science (BS), Electrical Engineering
Earl McCart Huddleston's First Union National Bank Experience January 1996 - October 1998
Job Director at Sprout Pharmaceuticals, Inc.
Industry Biotechnology
Experience
Cercore May 2013 - December 2014
Transgenomic January 2008 - December 2012
Boston Scientific May 2006 - January 2008
MCC Consulting December 2004 - May 2006
LipoScience October 1998 - November 2004
First Union National Bank January 1996 - October 1998
The Upjohn Company May 1993 - January 1996
Skills
Pharmaceutical Sales, Strategy, Pharmaceutical Industry, Medical Devices, Biotechnology, Managed Care, Product Development, Clinical Research
Education
Tennessee Technological University 1991 — 1992
Master of Business Administration (M.B.A.), Business Administration and Management, General
Tennessee Technological University 1987 — 1991
Bachelor's degree, Biology, General
Cercore May 2013 - December 2014
Transgenomic January 2008 - December 2012
Boston Scientific May 2006 - January 2008
MCC Consulting December 2004 - May 2006
LipoScience October 1998 - November 2004
First Union National Bank January 1996 - October 1998
The Upjohn Company May 1993 - January 1996
Skills
Pharmaceutical Sales, Strategy, Pharmaceutical Industry, Medical Devices, Biotechnology, Managed Care, Product Development, Clinical Research
Education
Tennessee Technological University 1991 — 1992
Master of Business Administration (M.B.A.), Business Administration and Management, General
Tennessee Technological University 1987 — 1991
Bachelor's degree, Biology, General
Paris Edwards's First Union National Bank Experience January 1998 - December 1998
Job Financial Professional
Industry Financial Services
Experience
Wells Fargo October 2013 - April 2015
GM Financial June 2013 - October 2013
Ally Financial Inc. January 2012 - May 2013
Wells Fargo July 2003 - January 2012
Mobius Staffing January 2002 - July 2003
Gold Gocial Gerstein LLC September 2000 - December 2001
Marble Crafters January 2000 - September 2000
Citicorp North America January 1999 - December 1999
First Union National Bank January 1998 - December 1998
BlueCross BlueShield of SC October 1996 - December 1997
Skills
Financial Analysis, Banking, Forecasting, Budgets, Variance Analysis, Management reporting, Financial Statement..., Process Improvement, Microsoft Office, Microsoft Excel, Visio, Budget Preparation, Hyperion Planning, Microsoft Word, Ariba Spend Management, CA Clarity, Fieldglass, STAMP, Management, Accounting, SQL, SDLC
Education
South Carolina State University
Bachelor's degree, Accounting
Wells Fargo October 2013 - April 2015
GM Financial June 2013 - October 2013
Ally Financial Inc. January 2012 - May 2013
Wells Fargo July 2003 - January 2012
Mobius Staffing January 2002 - July 2003
Gold Gocial Gerstein LLC September 2000 - December 2001
Marble Crafters January 2000 - September 2000
Citicorp North America January 1999 - December 1999
First Union National Bank January 1998 - December 1998
BlueCross BlueShield of SC October 1996 - December 1997
Skills
Financial Analysis, Banking, Forecasting, Budgets, Variance Analysis, Management reporting, Financial Statement..., Process Improvement, Microsoft Office, Microsoft Excel, Visio, Budget Preparation, Hyperion Planning, Microsoft Word, Ariba Spend Management, CA Clarity, Fieldglass, STAMP, Management, Accounting, SQL, SDLC
Education
South Carolina State University
Bachelor's degree, Accounting
Citizens Bank
Indymac Bank
MBNA
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation
First Union