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
Steven Tunney Steven Tunney's First Union National Bank Experience 1996 - 1998
Job Executive Vice PresidentPlanning & Strategy at MetTel
Industry Telecommunications
Experience
Gravy - The First Local Insights & Context Platform December 2014 - Present
MetTel 2013 - Present
MCG Capital 2006 - 2011
Broadview Networks 2005 - 2011
MCG Capital 2001 - 2006
MCG Capital 1998 - 2000
First Union National Bank 1996 - 1998
Cambridge Information Group, Inc 1989 - 1995
Legent 1986 - 1989
PwC 1982 - 1986
Skills
Investments, Funding, Mergers, Equities, Capital Markets, Business Development, Executive Management, Finance, Mergers, Strategy, Venture Capital, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Corporate Finance, Strategic Planning, Management, Strategic Partnerships, Start-ups
Education
Towson University 1979 — 1982
Bachelor's degree, Administration & Accounting
Gravy - The First Local Insights & Context Platform December 2014 - Present
MetTel 2013 - Present
MCG Capital 2006 - 2011
Broadview Networks 2005 - 2011
MCG Capital 2001 - 2006
MCG Capital 1998 - 2000
First Union National Bank 1996 - 1998
Cambridge Information Group, Inc 1989 - 1995
Legent 1986 - 1989
PwC 1982 - 1986
Skills
Investments, Funding, Mergers, Equities, Capital Markets, Business Development, Executive Management, Finance, Mergers, Strategy, Venture Capital, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Corporate Finance, Strategic Planning, Management, Strategic Partnerships, Start-ups
Education
Towson University 1979 — 1982
Bachelor's degree, Administration & Accounting
Kisha English's First Union National Bank Experience January 1996 - December 2002
Job .
Industry Hospital & Health Care
Experience
Paycation Travel June 2015 - Present
Novant Health February 2014 - July 2015
Fifth Third Securities 2012 - 2013
Zenta August 2010 - February 2012
Serenity Behavioral Health Systems February 2009 - August 2010
Georgia Bank and Trust June 2003 - June 2008
First Union National Bank January 1996 - December 2002
Skills
Banking, Consumer Lending, FHA, Mortgage Lending, Refinance, Loan Origination, Residential Mortgages, Credit, Credit Analysis, Loans, USDA, Lines Of Credit, Cross Selling, Commercial Lending, Customer Service, Mortgage Banking, Underwriting
Education
Strayer University 2012 — 2015
Master’s Degree, Human Resources Management and Services
Troy University 2006 — 2008
Bachelor of Science (BS), Criminal Justice
Paycation Travel June 2015 - Present
Novant Health February 2014 - July 2015
Fifth Third Securities 2012 - 2013
Zenta August 2010 - February 2012
Serenity Behavioral Health Systems February 2009 - August 2010
Georgia Bank and Trust June 2003 - June 2008
First Union National Bank January 1996 - December 2002
Skills
Banking, Consumer Lending, FHA, Mortgage Lending, Refinance, Loan Origination, Residential Mortgages, Credit, Credit Analysis, Loans, USDA, Lines Of Credit, Cross Selling, Commercial Lending, Customer Service, Mortgage Banking, Underwriting
Education
Strayer University 2012 — 2015
Master’s Degree, Human Resources Management and Services
Troy University 2006 — 2008
Bachelor of Science (BS), Criminal Justice
Edgar Montanez's First Union National Bank Experience May 1996 - March 2001
Job SVP, Private Client Manager at BBVA Compass Wealth Management
Industry Banking
Experience
BBVA Compass September 2012 - Present
US Trust April 2002 - September 2012
Bank of America 2002 - 2003
Bank of America 2002 - 2003
Bank of America 2002 - 2003
First Union National Bank May 1996 - March 2001
First Union National Bank June 1991 - May 1996
First Union National Bank July 1990 - July 1991
Skills
Wealth Management, Loans, Banking, Asset Management, Credit, Small Business Lending, Commercial Lending, Commercial Banking, Strategic Financial..., High Net Worth..., Series 7, Wealth, Private Banking, Portfolio Management, Spanish-English, Credit Analysis, Risk Management, Financial Advisory, Finance, Series 63, Trust Services, Wealth Management..., Life Insurance, Health Insurance, Variable Annuities, Financial Planning
Education
University of Central Florida 1987 — 1990
Bachelor's degree, Accounting and Finance
Forest Lake Academy 1981 — 1984
First Union
BBVA Compass September 2012 - Present
US Trust April 2002 - September 2012
Bank of America 2002 - 2003
Bank of America 2002 - 2003
Bank of America 2002 - 2003
First Union National Bank May 1996 - March 2001
First Union National Bank June 1991 - May 1996
First Union National Bank July 1990 - July 1991
Skills
Wealth Management, Loans, Banking, Asset Management, Credit, Small Business Lending, Commercial Lending, Commercial Banking, Strategic Financial..., High Net Worth..., Series 7, Wealth, Private Banking, Portfolio Management, Spanish-English, Credit Analysis, Risk Management, Financial Advisory, Finance, Series 63, Trust Services, Wealth Management..., Life Insurance, Health Insurance, Variable Annuities, Financial Planning
Education
University of Central Florida 1987 — 1990
Bachelor's degree, Accounting and Finance
Forest Lake Academy 1981 — 1984
First Union
Joseph Riggs Joseph Riggs's First Union National Bank Experience 1990 - 1995
Job SVP, Market Manager at USAmeriBank
Industry Banking
Experience
USAmeriBank August 2012 - Present
Wells Fargo Bank July 2009 - July 2012
Wachovia Bank August 1995 - July 2009
Wachovia 2000 - 2009
First Union National Bank 1990 - 1995
Skills
Sales Management, Loans, Credit, Strategic Planning, Leadership Development, Performance Management, Cross Selling
Education
University of Florida 1984 — 1988
BS, Advertising and Journalism, Advertising/Marketing
USAmeriBank August 2012 - Present
Wells Fargo Bank July 2009 - July 2012
Wachovia Bank August 1995 - July 2009
Wachovia 2000 - 2009
First Union National Bank 1990 - 1995
Skills
Sales Management, Loans, Credit, Strategic Planning, Leadership Development, Performance Management, Cross Selling
Education
University of Florida 1984 — 1988
BS, Advertising and Journalism, Advertising/Marketing
Lesley Fluke's First Union National Bank Experience January 1989 - January 2001
Job Business Banking Relationship Manager
Industry Banking
Experience
Wells Fargo April 2011 - Present
SunTrust Bank February 2003 - April 2011
BB&T January 2000 - January 2002
First Union National Bank January 1989 - January 2001
Skills
Commercial Lending, Commercial Banking, Loans, Lines Of Credit, Treasury Management, Mortgage Lending, Cash Management, Financial Analysis, Credit Risk, Foreign Exchange, Cash Flow Forecasting, Finance, Business Services, Banking, SBA, Credit, Mergers & Acquisitions, Small Business Lending, International Trade, Asset Based Lending, Credit Analysis
Education
University of Georgia - Terry College of Business 1984 — 1988
BBA, Marketing, Economics
Wells Fargo April 2011 - Present
SunTrust Bank February 2003 - April 2011
BB&T January 2000 - January 2002
First Union National Bank January 1989 - January 2001
Skills
Commercial Lending, Commercial Banking, Loans, Lines Of Credit, Treasury Management, Mortgage Lending, Cash Management, Financial Analysis, Credit Risk, Foreign Exchange, Cash Flow Forecasting, Finance, Business Services, Banking, SBA, Credit, Mergers & Acquisitions, Small Business Lending, International Trade, Asset Based Lending, Credit Analysis
Education
University of Georgia - Terry College of Business 1984 — 1988
BBA, Marketing, Economics
Jennifer Pigott Jennifer Pigott's First Union National Bank Experience November 2000 - September 2001
Job Senior Manager, Contract Administration at Disney and ESPN Media Networks
Industry Media Production
Experience
Disney and ESPN Media Networks April 2015 - Present
Disney and ESPN Media Networks February 2011 - April 2015
Disney and ESPN Media Networks January 2006 - February 2011
ESPN August 2003 - December 2005
ESPN March 2002 - July 2003
ESPN September 2001 - February 2002
First Union National Bank November 2000 - September 2001
First Union National Bank March 1998 - October 2000
Education
The University of Connecticut
B.A., Urban Studies, an interdepartmental major focusing on political science, sociology and economics
Disney and ESPN Media Networks April 2015 - Present
Disney and ESPN Media Networks February 2011 - April 2015
Disney and ESPN Media Networks January 2006 - February 2011
ESPN August 2003 - December 2005
ESPN March 2002 - July 2003
ESPN September 2001 - February 2002
First Union National Bank November 2000 - September 2001
First Union National Bank March 1998 - October 2000
Education
The University of Connecticut
B.A., Urban Studies, an interdepartmental major focusing on political science, sociology and economics
Mary Smith (Wells Fargo) Mary Smith (Wells Fargo)'s First Union National Bank Experience 1987 - 2001
Job Private Mortgage Banker at Wells Fargo Bank NMLSR 453308
Industry Financial Services
Experience
Wells Fargo Bank May 2010 - Present
First Union National Bank 1987 - 2001
Skills
Mortgage Banking, Loan Origination, Credit, Residential Mortgages, Credit Analysis, Banking, Commercial Lending, Underwriting, Investments, Wealth Management, Portfolio Management, Series 7
Education
University of Florida 1981 — 1986
Bachelor of Business Administration (BBA), Finance, General
St. Johns Country Day School
Wells Fargo Bank May 2010 - Present
First Union National Bank 1987 - 2001
Skills
Mortgage Banking, Loan Origination, Credit, Residential Mortgages, Credit Analysis, Banking, Commercial Lending, Underwriting, Investments, Wealth Management, Portfolio Management, Series 7
Education
University of Florida 1981 — 1986
Bachelor of Business Administration (BBA), Finance, General
St. Johns Country Day School
Geri Rucker Geri Rucker's First Union National Bank Experience January 1993 - January 1997
Job Chief Operations Officer at Founders Federal Credit Union
Industry Banking
Experience
Founders Federal Credit Union January 1997 - Present
First Union National Bank January 1993 - January 1997
Skills
Credit Analysis, Strategic Financial..., Series 7, Financial Analysis, Investments, Customer Service, Business Development, Sales Management, Marketing, Mortgage Banking, Microsoft Excel, Portfolio Management, Microsoft Office
Education
University of Florida 1988 — 1992
B.S., Finance
Founders Federal Credit Union January 1997 - Present
First Union National Bank January 1993 - January 1997
Skills
Credit Analysis, Strategic Financial..., Series 7, Financial Analysis, Investments, Customer Service, Business Development, Sales Management, Marketing, Mortgage Banking, Microsoft Excel, Portfolio Management, Microsoft Office
Education
University of Florida 1988 — 1992
B.S., Finance
Jane Milici's First Union National Bank Experience March 1998 - April 2003
Job Virginia Manager at Urban Land Institute
Industry Construction
Experience
Urban Land Institute May 2015 - Present
Hourigan Construction Corp. May 2012 - January 2015
Donley's August 2009 - September 2011
Cornerstone Architects August 2002 - August 2009
First Union National Bank March 1998 - April 2003
Skills
Strategic Planning, Contract Negotiation, Customer Relations, New Business Development, Budgeting, Business Development
Education
Virginia Commonwealth University 1991 — 1994
Master of Fine Arts (M.F.A.), Theatre/Theater
University of Hartford 1980 — 1984
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Urban Land Institute May 2015 - Present
Hourigan Construction Corp. May 2012 - January 2015
Donley's August 2009 - September 2011
Cornerstone Architects August 2002 - August 2009
First Union National Bank March 1998 - April 2003
Skills
Strategic Planning, Contract Negotiation, Customer Relations, New Business Development, Budgeting, Business Development
Education
Virginia Commonwealth University 1991 — 1994
Master of Fine Arts (M.F.A.), Theatre/Theater
University of Hartford 1980 — 1984
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Eileen C. Smith Eileen C. Smith's First Union National Bank Experience 1999 - 2001
Job Marketing Communications Professional
Industry Marketing and Advertising
Experience
Savannah, Bluffton Area January 2012 - Present
Abt Associates June 2011 - October 2011
American Institutes for Research 2005 - 2011
Pillowtex 2002 - 2003
First Union National Bank 1999 - 2001
Farmers Insurance Group of Companies 1985 - 1999
Skills
Digital Marketing, Marketing, Leadership, Strategic Communications, Email Marketing, Marketing Strategy, Social Media, Public Relations, Marketing Communications, Social Media Marketing, Strategic Partnerships, Strategy, Proposal Writing, Project Management, Online Advertising, Advertising, Lead Generation, Brand Management, Cross-functional Team..., Management, Sales, Business Development, Community Outreach, Event Management, Editing, Strategic Planning, Competitive Analysis, E-commerce, Corporate Branding, Product Development, Social Marketing, Web Marketing, Digital Marketing..., Integrated Marketing..., Development &..., Digital Strategy, Online Marketing, Advertising Management, Team Leadership, Consulting, Program Management, Digital Project..., Digital Communication..., Development of..., Highly detail oriented, Integrated Marketing, Corporate Communications, Media Relations, Market Research, Direct Marketing
Education
University of Portland 1978 — 1982
BS, Business Management / Communications
University of California, Los Angeles 1991 — 1993
Certificate, Film, Television and Video
Savannah, Bluffton Area January 2012 - Present
Abt Associates June 2011 - October 2011
American Institutes for Research 2005 - 2011
Pillowtex 2002 - 2003
First Union National Bank 1999 - 2001
Farmers Insurance Group of Companies 1985 - 1999
Skills
Digital Marketing, Marketing, Leadership, Strategic Communications, Email Marketing, Marketing Strategy, Social Media, Public Relations, Marketing Communications, Social Media Marketing, Strategic Partnerships, Strategy, Proposal Writing, Project Management, Online Advertising, Advertising, Lead Generation, Brand Management, Cross-functional Team..., Management, Sales, Business Development, Community Outreach, Event Management, Editing, Strategic Planning, Competitive Analysis, E-commerce, Corporate Branding, Product Development, Social Marketing, Web Marketing, Digital Marketing..., Integrated Marketing..., Development &..., Digital Strategy, Online Marketing, Advertising Management, Team Leadership, Consulting, Program Management, Digital Project..., Digital Communication..., Development of..., Highly detail oriented, Integrated Marketing, Corporate Communications, Media Relations, Market Research, Direct Marketing
Education
University of Portland 1978 — 1982
BS, Business Management / Communications
University of California, Los Angeles 1991 — 1993
Certificate, Film, Television and Video
Robert John Robert John's First Union National Bank Experience March 2000 - September 2001
Job SVPRetail Bank Operations DirectorConsumer Collections, Default, Recovery, Customer Service Center and Bankcard
Industry Banking
Experience
First Citizens Bank and Trust Co Inc August 2009 - Present
Citi September 2003 - August 2009
Citigroup-Citibank NA August 2002 - September 2003
First Union National Bank March 2000 - September 2001
Seligman Data Corp November 1997 - March 2000
Dreyfus Service Corporation October 1996 - November 1997
Gruntal and Co. Incorporated September 1994 - February 1995
Skills
Default Operations, Operational Risk..., Debt Recovery, Collections, Assets Recovery, Repos, Foreclosures, Foreclosure Prevention, Loss Mitigation, Loss Forecasting, HAMP, Fannie Mae, Freddie Mac, Loss Analysis, Risk Mitigation, Dialers, CGI, Aspect, IVR, fiserv, Credit Cards, mortgage collections, Risk Management, Forecasting, Debt Settlement, Analysis
Education
University at Buffalo 1990 — 1994
Bachelor of Arts, Economics
First Citizens Bank and Trust Co Inc August 2009 - Present
Citi September 2003 - August 2009
Citigroup-Citibank NA August 2002 - September 2003
First Union National Bank March 2000 - September 2001
Seligman Data Corp November 1997 - March 2000
Dreyfus Service Corporation October 1996 - November 1997
Gruntal and Co. Incorporated September 1994 - February 1995
Skills
Default Operations, Operational Risk..., Debt Recovery, Collections, Assets Recovery, Repos, Foreclosures, Foreclosure Prevention, Loss Mitigation, Loss Forecasting, HAMP, Fannie Mae, Freddie Mac, Loss Analysis, Risk Mitigation, Dialers, CGI, Aspect, IVR, fiserv, Credit Cards, mortgage collections, Risk Management, Forecasting, Debt Settlement, Analysis
Education
University at Buffalo 1990 — 1994
Bachelor of Arts, Economics
Merri Koolik Merri Koolik's First Union National Bank Experience 1991 - 1993
Job Client Services Director, NMB Custom Homes & Renovations
Industry Construction
Experience
NMB Custom Homes & Renovations, LLC September 1994 - Present
First Union National Bank 1991 - 1993
Skills
Construction, Construction Management, Contractors, Remodeling, Renovation, Kitchen planning
Education
University of Florida 1986 — 1990
Bachelor of Science (B.S.), Finance, General
NMB Custom Homes & Renovations, LLC September 1994 - Present
First Union National Bank 1991 - 1993
Skills
Construction, Construction Management, Contractors, Remodeling, Renovation, Kitchen planning
Education
University of Florida 1986 — 1990
Bachelor of Science (B.S.), Finance, General
Deborah J. Walker, Ph.D. Deborah J. Walker, Ph.D.'s First Union National Bank Experience 1999 - 2000
Job Principal at Deborah J. Walker Consulting, LLC
Industry Professional Training & Coaching
Experience
Deborah J. Walker Consulting, LLC January 2012 - Present
VISIONS, Inc. February 2000 - Present
Deborah J. Walker & Associates February 2000 - December 2011
First Union National Bank 1999 - 2000
DIVERSITY June 1989 - October 1999
Human Resource Services, Inc. June 1986 - June 1989
Miles College June 1974 - June 1986
Skills
Organizational..., Coaching, Organizational..., Intercultural..., Executive Coaching, Management Consulting, Personal Development, Organizational Change, Change Leadership, Change Management, Workshop Facilitation, Leadership, Program Development, Non-profits, Training, Nonprofits, Research, Leadership Development, Succession Planning, Team Building, Public Speaking, Community Outreach, Human Resources, Employee Relations, Recruiting, Program Management, Instructional Design, Strategic Planning, Policy, Management, Proposal Writing, Entrepreneurship, Staff Development, Conflict Resolution, Project Management, Career Development, Talent Management, Performance Management, Employee Training, Career Counseling, Strategy, Employee Engagement, Organizational Design, Consulting
Education
University of Alabama 1981 — 1991
Ph.D., Administration in Higher Education
University of Alabama at Birmingham 1973 — 1976
Masters, Education--Guidance and Counseling
University of Alabama at Birmingham 1972 — 1973
BA, Sociology
Deborah J. Walker Consulting, LLC January 2012 - Present
VISIONS, Inc. February 2000 - Present
Deborah J. Walker & Associates February 2000 - December 2011
First Union National Bank 1999 - 2000
DIVERSITY June 1989 - October 1999
Human Resource Services, Inc. June 1986 - June 1989
Miles College June 1974 - June 1986
Skills
Organizational..., Coaching, Organizational..., Intercultural..., Executive Coaching, Management Consulting, Personal Development, Organizational Change, Change Leadership, Change Management, Workshop Facilitation, Leadership, Program Development, Non-profits, Training, Nonprofits, Research, Leadership Development, Succession Planning, Team Building, Public Speaking, Community Outreach, Human Resources, Employee Relations, Recruiting, Program Management, Instructional Design, Strategic Planning, Policy, Management, Proposal Writing, Entrepreneurship, Staff Development, Conflict Resolution, Project Management, Career Development, Talent Management, Performance Management, Employee Training, Career Counseling, Strategy, Employee Engagement, Organizational Design, Consulting
Education
University of Alabama 1981 — 1991
Ph.D., Administration in Higher Education
University of Alabama at Birmingham 1973 — 1976
Masters, Education--Guidance and Counseling
University of Alabama at Birmingham 1972 — 1973
BA, Sociology
Victor Colon Victor Colon's First Union National Bank Experience 1999 - 2001
Job Administrative/Financial Manager at Smarte Carte
Industry Airlines/Aviation
Experience
Smarte Carte December 2012 - Present
H&R Block December 2011 - April 2012
Wells Fargo Bank January 2010 - November 2011
Wachovia Corp. 2003 - 2009
First Union National Bank 1999 - 2001
Skills
Banking, Call Center, Team Leadership, Sales, Leadership, Process Improvement, Credit, Customer Service, Automated Retail
Education
Colegio San José
University of Puerto Rico
Bachelor of Science (B.S.), Mathematics
Smarte Carte December 2012 - Present
H&R Block December 2011 - April 2012
Wells Fargo Bank January 2010 - November 2011
Wachovia Corp. 2003 - 2009
First Union National Bank 1999 - 2001
Skills
Banking, Call Center, Team Leadership, Sales, Leadership, Process Improvement, Credit, Customer Service, Automated Retail
Education
Colegio San José
University of Puerto Rico
Bachelor of Science (B.S.), Mathematics
Stacy Morningstar Stacy Morningstar's First Union National Bank Experience 1995 - 1997
Job Senior Information Technology Specialist at Broward County Florida
Industry Information Technology and Services
Experience
Broward County Florida June 2013 - Present
Aptitude Solutions October 2008 - May 2013
Centex Homes August 2005 - January 2008
Centex Homes April 2005 - August 2005
Centex Homes March 2003 - April 2005
Budget Rent a Car 1999 - 2003
Enterprise Rent-A-Car 1997 - 1999
First Union National Bank 1995 - 1997
Skills
Troubleshooting, Management, Team Building, SQL, Windows, Process Improvement, Testing, Project Management, Customer Service, Strategic Planning, Business Analysis, Budgets, Training, Leadership, Vendor Management, Microsoft Office, Crystal Reports, Active Directory, Networking, Software Documentation, Technical Support, Customer Satisfaction, Analysis, Databases, Access, PMP, Requirements Gathering, Process Scheduler, Integration, Requirements Analysis, Team Leadership, System Administration, Project Planning, Business Process, Program Management, Business Intelligence, Business Process..., Change Management, Microsoft SQL Server, MS Project, SDLC, Software Project..., IIS, IT Management, Software Implementation, ITIL, Disaster Recovery
Education
University of Central Florida - College of Business Administration 1994 — 1996
BSBA
Valencia College 1992 — 1994
AA
Hamilton High School 1986 — 1990
Broward County Florida June 2013 - Present
Aptitude Solutions October 2008 - May 2013
Centex Homes August 2005 - January 2008
Centex Homes April 2005 - August 2005
Centex Homes March 2003 - April 2005
Budget Rent a Car 1999 - 2003
Enterprise Rent-A-Car 1997 - 1999
First Union National Bank 1995 - 1997
Skills
Troubleshooting, Management, Team Building, SQL, Windows, Process Improvement, Testing, Project Management, Customer Service, Strategic Planning, Business Analysis, Budgets, Training, Leadership, Vendor Management, Microsoft Office, Crystal Reports, Active Directory, Networking, Software Documentation, Technical Support, Customer Satisfaction, Analysis, Databases, Access, PMP, Requirements Gathering, Process Scheduler, Integration, Requirements Analysis, Team Leadership, System Administration, Project Planning, Business Process, Program Management, Business Intelligence, Business Process..., Change Management, Microsoft SQL Server, MS Project, SDLC, Software Project..., IIS, IT Management, Software Implementation, ITIL, Disaster Recovery
Education
University of Central Florida - College of Business Administration 1994 — 1996
BSBA
Valencia College 1992 — 1994
AA
Hamilton High School 1986 — 1990
Rebecca Scorso Rebecca Scorso's First Union National Bank Experience 2000 - 2002
Job Managing Director at Charter Oak Cultural Center
Industry Performing Arts
Experience
Charter Oak Cultural Center May 2006 - Present
Connecticut Women's Hall of Fame 2002 - 2006
First Union National Bank 2000 - 2002
First Union National Bank 1997 - 2000
Skills
Nonprofits, Community Outreach, Fundraising, Grant Writing, Event Management, Event Planning, Public Speaking, Volunteer Management, Program Development, Arts Administration, Management, Grants, Non-profit..., Non-profits, Graphic Design
Education
Trinity College-Hartford
MA
University of Hartford
BA
Charter Oak Cultural Center May 2006 - Present
Connecticut Women's Hall of Fame 2002 - 2006
First Union National Bank 2000 - 2002
First Union National Bank 1997 - 2000
Skills
Nonprofits, Community Outreach, Fundraising, Grant Writing, Event Management, Event Planning, Public Speaking, Volunteer Management, Program Development, Arts Administration, Management, Grants, Non-profit..., Non-profits, Graphic Design
Education
Trinity College-Hartford
MA
University of Hartford
BA
Frank Bamberger Frank Bamberger's First Union National Bank Experience 1995 - 1996
Job
Industry Computer Software
Experience
Virtual Financial, Inc. 1996 - 1996
First Union National Bank 1995 - 1996
Citibank, N.A., U.S. Consumer Bank, Technology Division December 1984 - December 1994
Data Architects, Inc. 1984 - 1984
Anacomp, Inc. 1983 - 1984
Data Architects, Inc. February 1981 - 1983
General Systems Group, Inc. 1977 - January 1981
Charles Stark Draper Laboratory, Computer Science Division 1975 - 1977
Honeywell Information Systems, Inc. 1969 - 1975
University of Chicago 1958 - 1969
Skills
Organizing for advocacy..., Advocate policy to..., Policy Analysis, Customer Service, Strategy, Architectures, Community Outreach, Public Policy, Project Planning, Fundraising, Algorithms, Program Management, Software Engineering, Distributed Systems, Public Speaking, Nonprofits, Software Development
Education
The University of Chicago 1951 — 1996
none, Political Science
University of California, Los Angeles 1944 — 1948
Physics, Political Science
Virtual Financial, Inc. 1996 - 1996
First Union National Bank 1995 - 1996
Citibank, N.A., U.S. Consumer Bank, Technology Division December 1984 - December 1994
Data Architects, Inc. 1984 - 1984
Anacomp, Inc. 1983 - 1984
Data Architects, Inc. February 1981 - 1983
General Systems Group, Inc. 1977 - January 1981
Charles Stark Draper Laboratory, Computer Science Division 1975 - 1977
Honeywell Information Systems, Inc. 1969 - 1975
University of Chicago 1958 - 1969
Skills
Organizing for advocacy..., Advocate policy to..., Policy Analysis, Customer Service, Strategy, Architectures, Community Outreach, Public Policy, Project Planning, Fundraising, Algorithms, Program Management, Software Engineering, Distributed Systems, Public Speaking, Nonprofits, Software Development
Education
The University of Chicago 1951 — 1996
none, Political Science
University of California, Los Angeles 1944 — 1948
Physics, Political Science
Ellen Kelbert's First Union National Bank Experience 1984 - 1988
Job Career Consultant, Talent Development Professional, Facilitator, Management Coach
Industry Professional Training & Coaching
Experience
Ellen Kelbert Learning and Talent Development Consultant 1995 - Present
Lee Hecht Harrison 2014 - Present
Florida State College at Jacksonville April 2009 - Present
First Union National Bank 1984 - 1988
Skills
Instructional Design, Training, Adult Education, Leadership Development, Workshop Facilitation, Resume Writing, Performance Improvement, Staff Development, Higher Education, Employee Training, Instructor-led Training, Team Building, Career Development, Learning Management, MBTI, Training Delivery, Customer Service, Change Management, Nonprofits, Coaching, Performance Consulting, Public Speaking, Blended Learning, Performance Management, Organizational..., Team Leadership, Teaching, Strategic Planning, Executive Coaching, E-Learning, Organizational..., Public Relations
Education
University of Florida
Masters, Food and Resource Economics
University of Florida
Bachelor of Applied Science (B.A.Sc.), Extension Education
Ellen Kelbert Learning and Talent Development Consultant 1995 - Present
Lee Hecht Harrison 2014 - Present
Florida State College at Jacksonville April 2009 - Present
First Union National Bank 1984 - 1988
Skills
Instructional Design, Training, Adult Education, Leadership Development, Workshop Facilitation, Resume Writing, Performance Improvement, Staff Development, Higher Education, Employee Training, Instructor-led Training, Team Building, Career Development, Learning Management, MBTI, Training Delivery, Customer Service, Change Management, Nonprofits, Coaching, Performance Consulting, Public Speaking, Blended Learning, Performance Management, Organizational..., Team Leadership, Teaching, Strategic Planning, Executive Coaching, E-Learning, Organizational..., Public Relations
Education
University of Florida
Masters, Food and Resource Economics
University of Florida
Bachelor of Applied Science (B.A.Sc.), Extension Education
Martha Huch Fleming's First Union National Bank Experience November 1994 - April 1996
Job Commercial Real Estate Paralegal, Child Custody Advocate, Notary Public
Industry Banking
Experience
The Counsel For Children's Rights October 2012 - Present
Commercial Real Estate February 2003 - Present
Capital Advisors, Inc. April 1998 - February 2003
Cadwalader, Wickersham & Taft LLP April 1996 - May 1998
First Union National Bank November 1994 - April 1996
AMRESCO February 1991 - April 1994
NCNB March 1989 - April 1991
Womble Carlyle Sandridge & Rice PLLC 1987 - 1989
Skills
Loans, Documentation, Banking, Due Diligence, Customer Relations, Real Estate, Contract Negotiation, Microsoft Office, Excel, Problem Solving, Compliance, Loan Origination, Customer Service, Real Estate Economics, Construction Loans, Budgets, Commercial Real Estate, Strategic Planning, Microsoft Excel, Real Estate Development
Education
University of London, London, England 1985 — 1985
Paralegal Studies Summer Program, Criminal Law
University of Southern Mississippi 1981 — 1985
Bacherlor of Science, Paralegal, Criminal Law as a minor
The Counsel For Children's Rights October 2012 - Present
Commercial Real Estate February 2003 - Present
Capital Advisors, Inc. April 1998 - February 2003
Cadwalader, Wickersham & Taft LLP April 1996 - May 1998
First Union National Bank November 1994 - April 1996
AMRESCO February 1991 - April 1994
NCNB March 1989 - April 1991
Womble Carlyle Sandridge & Rice PLLC 1987 - 1989
Skills
Loans, Documentation, Banking, Due Diligence, Customer Relations, Real Estate, Contract Negotiation, Microsoft Office, Excel, Problem Solving, Compliance, Loan Origination, Customer Service, Real Estate Economics, Construction Loans, Budgets, Commercial Real Estate, Strategic Planning, Microsoft Excel, Real Estate Development
Education
University of London, London, England 1985 — 1985
Paralegal Studies Summer Program, Criminal Law
University of Southern Mississippi 1981 — 1985
Bacherlor of Science, Paralegal, Criminal Law as a minor
Sondra Monroe Sondra Monroe's First Union National Bank Experience January 1997 - January 1998
Job Director Class Action Services at Kurtzman Carson Consultants LLC (KCC)
Industry Legal Services
Experience
Kurtzman Carson Consultants LLC January 2015 - Present
Charlotte School of Law January 2014 - July 2014
Charlotte School of Law May 2013 - September 2013
Fifth Third Bank February 2003 - April 2004
Wachovia (First Union National Bank) February 1998 - July 2002
Wachovia (First Union National Bank) January 1998 - January 2001
First Union National Bank January 1997 - January 1998
Wachovia (First Union National Bank) February 1996 - February 1997
First Union National Bank January 1996 - January 1997
Bank of America (NationsBank) January 1994 - January 1996
Skills
Legal Research, Banking, Investments, Legal Writing, Strategy, Trials, Westlaw, Management, Analysis, Litigation, Financial Analysis, Lexis, Leadership, Mergers & Acquisitions, Courts, Business Development, Cross-functional Team..., Civil Litigation
Education
Charlotte School of Law 2010 — 2013
Doctor of Law (J.D.)
The University of Southern Mississippi 1985 — 1990
BS, Business and Finance
Kurtzman Carson Consultants LLC January 2015 - Present
Charlotte School of Law January 2014 - July 2014
Charlotte School of Law May 2013 - September 2013
Fifth Third Bank February 2003 - April 2004
Wachovia (First Union National Bank) February 1998 - July 2002
Wachovia (First Union National Bank) January 1998 - January 2001
First Union National Bank January 1997 - January 1998
Wachovia (First Union National Bank) February 1996 - February 1997
First Union National Bank January 1996 - January 1997
Bank of America (NationsBank) January 1994 - January 1996
Skills
Legal Research, Banking, Investments, Legal Writing, Strategy, Trials, Westlaw, Management, Analysis, Litigation, Financial Analysis, Lexis, Leadership, Mergers & Acquisitions, Courts, Business Development, Cross-functional Team..., Civil Litigation
Education
Charlotte School of Law 2010 — 2013
Doctor of Law (J.D.)
The University of Southern Mississippi 1985 — 1990
BS, Business and Finance
Leigh (Davis) Reid -Hope Leigh (Davis) Reid -Hope's First Union National Bank Experience January 1987 - January 1997
Job Principal Fisher Mortgage Charlotte NC and Pawleys Island SC
Industry Banking
Experience
Fisher Mortgage Co Charlotte NC January 1997 - Present
Fisher Mortgage Co DBA First Trust Mortgage Co Pawleys Island SC January 1997 - Present
First Union National Bank January 1987 - January 1997
Education
University of Georgia - Terry College of Business 1982 — 1986
BS Business, International Business
Fisher Mortgage Co Charlotte NC January 1997 - Present
Fisher Mortgage Co DBA First Trust Mortgage Co Pawleys Island SC January 1997 - Present
First Union National Bank January 1987 - January 1997
Education
University of Georgia - Terry College of Business 1982 — 1986
BS Business, International Business
Christopher D. Hughes Christopher D. Hughes's First Union National Bank Experience August 1997 - August 1999
Job Commercial Insurance Agent Middle Markets at Wilson, Washburn, & Forster Insurance
Industry Insurance
Experience
Wilson, Wasburn & Forster 2011 - Present
Merck February 2002 - April 2009
First Union National Bank August 1997 - August 1999
Ameriquest Technologies February 1993 - June 1997
Skills
Business Planning, Sales Management, Territory, Cold Calling, Negotiation, Sales Operations, Selling, Business Development, Sales, Leadership, Marketing, CRM, Forecasting, Marketing Strategy, Strategic Planning, Training, Management
Education
University of Florida 1999 — 2001
MBA, Finance, Global Management
University of Miami - BBA
BBA, Marketing, Psychology
Wilson, Wasburn & Forster 2011 - Present
Merck February 2002 - April 2009
First Union National Bank August 1997 - August 1999
Ameriquest Technologies February 1993 - June 1997
Skills
Business Planning, Sales Management, Territory, Cold Calling, Negotiation, Sales Operations, Selling, Business Development, Sales, Leadership, Marketing, CRM, Forecasting, Marketing Strategy, Strategic Planning, Training, Management
Education
University of Florida 1999 — 2001
MBA, Finance, Global Management
University of Miami - BBA
BBA, Marketing, Psychology
Marianna Corder Marianna Corder's First Union National Bank Experience January 1999 - January 2000
Job Senior Technology Leader | Program Management | Application Development
Industry Computer Software
Experience
Bank of America January 2000 - July 2015
First Union National Bank January 1999 - January 2000
MBNA January 1997 - January 1999
Electronic Data Systems December 1994 - January 1997
Hogan Systems February 1993 - November 1994
EDS December 1989 - January 1993
Skills
Process Improvement, SDLC, Credit Cards, Vendor Management, Business Analysis, Software Development, Agile Methodologies, Requirements Analysis, Management, Banking, Software Project..., IT Strategy, Integration, Program Management, Project Management, IT Management, Systems Analysis, Leadership, Business Requirements, Data Warehousing, Project Portfolio..., SharePoint, Performance Metrics, PMO, Enterprise Architecture, Business Process, Risk Management, Information Technology, Testing, Requirements Gathering, Six Sigma, Change Management, Consulting, SQL, Disaster Recovery
Education
University of Dayton 1985 — 1989
Bachelor of Science (BS), Industrial Engineering
Bank of America January 2000 - July 2015
First Union National Bank January 1999 - January 2000
MBNA January 1997 - January 1999
Electronic Data Systems December 1994 - January 1997
Hogan Systems February 1993 - November 1994
EDS December 1989 - January 1993
Skills
Process Improvement, SDLC, Credit Cards, Vendor Management, Business Analysis, Software Development, Agile Methodologies, Requirements Analysis, Management, Banking, Software Project..., IT Strategy, Integration, Program Management, Project Management, IT Management, Systems Analysis, Leadership, Business Requirements, Data Warehousing, Project Portfolio..., SharePoint, Performance Metrics, PMO, Enterprise Architecture, Business Process, Risk Management, Information Technology, Testing, Requirements Gathering, Six Sigma, Change Management, Consulting, SQL, Disaster Recovery
Education
University of Dayton 1985 — 1989
Bachelor of Science (BS), Industrial Engineering
Jane Shannon Jane Shannon's First Union National Bank Experience 1994 - 2000
Job Senior Program Support at The Discovery Program
Industry Higher Education
Experience
The Discovery Program August 2014 - Present
University of New Hampshire December 2010 - July 2014
Aurora Waldorf School September 2007 - June 2010
Big Tree Gallery April 2005 - July 2007
Dover Adult Learning Center October 2001 - June 2004
First Union National Bank 1994 - 2000
Skills
Grant Writing, Fundraising, Nonprofits, Event Planning, Community Outreach, Editing, Volunteer Management, Social Media, Program Development, Facebook, Data Analysis, Social Networking
Education
State University of New York at Buffalo 1985 — 1990
Bachelor of Arts (B.A.), Political Science and African American Studies
Nardin Academy 1981 — 1985
The Discovery Program August 2014 - Present
University of New Hampshire December 2010 - July 2014
Aurora Waldorf School September 2007 - June 2010
Big Tree Gallery April 2005 - July 2007
Dover Adult Learning Center October 2001 - June 2004
First Union National Bank 1994 - 2000
Skills
Grant Writing, Fundraising, Nonprofits, Event Planning, Community Outreach, Editing, Volunteer Management, Social Media, Program Development, Facebook, Data Analysis, Social Networking
Education
State University of New York at Buffalo 1985 — 1990
Bachelor of Arts (B.A.), Political Science and African American Studies
Nardin Academy 1981 — 1985
Dawn Frier Dawn Frier's First Union National Bank Experience 1995 - 1999
Job Cancer Partner at Hope Cancer Ministries
Industry Apparel & Fashion
Experience
Hope Cancer Ministries February 2014 - Present
Self Employed July 2008 - Present
Suncoast Hospice March 2010 - June 2013
Self Employed 2007 - 2009
Lee Hecht Harrison 1999 - July 2008
First Union National Bank 1995 - 1999
Wells Fargo Bank 1981 - 1995
Skills
Business Development, Training, Change Management, Commercials, Leadership, Management, New Business Development, Film, Employee Relations, Sales, Talent Management, Team Leadership, Strategic Planning, Team Building, Talent Acquisition, Performance Management, Budgets, Public Speaking, Healthcare, Leadership Development, Career Counseling, Coaching, Organizational..., Networking, Social Networking, Human Resources
Education
University of California, Santa Cruz
B.A., Spanish and French Literature
Hope Cancer Ministries February 2014 - Present
Self Employed July 2008 - Present
Suncoast Hospice March 2010 - June 2013
Self Employed 2007 - 2009
Lee Hecht Harrison 1999 - July 2008
First Union National Bank 1995 - 1999
Wells Fargo Bank 1981 - 1995
Skills
Business Development, Training, Change Management, Commercials, Leadership, Management, New Business Development, Film, Employee Relations, Sales, Talent Management, Team Leadership, Strategic Planning, Team Building, Talent Acquisition, Performance Management, Budgets, Public Speaking, Healthcare, Leadership Development, Career Counseling, Coaching, Organizational..., Networking, Social Networking, Human Resources
Education
University of California, Santa Cruz
B.A., Spanish and French Literature
Kevin Mathis Kevin Mathis's First Union National Bank Experience 1992 - 1999
Job Market President
Industry Banking
Experience
State Bank and Trust Company May 2010 - Present
Essex Bank April 2009 - May 2010
Gwinnett Banking Company 2003 - 2008
Premier Bank/BB&T 1999 - 2003
First Union National Bank 1992 - 1999
C & S National Bank 1991 - 1992
AgFirst Farm Credit Bank 1983 - 1991
U.S.D.A. - Farmer's Home Administration June 1980 - May 1983
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Banking, Banking, Credit, Credit Analysis, Lines Of Credit, Retail Banking, Consumer Lending, Credit Risk, Real Estate Lending, Portfolio Management, Underwriting, Private Banking, Treasury Management, Cash Management, Risk Management, Asset Based Lending, Commercial Mortgages, Mergers & Acquisitions, Construction Loans
Education
LSU - Graduate School of Banking of the South 1989 — 1991
Post Baccalaureate Degree, Banking
University of Florida 1978 — 1983
Bachelor of Science (BS), Food and Resources Economics
State Bank and Trust Company May 2010 - Present
Essex Bank April 2009 - May 2010
Gwinnett Banking Company 2003 - 2008
Premier Bank/BB&T 1999 - 2003
First Union National Bank 1992 - 1999
C & S National Bank 1991 - 1992
AgFirst Farm Credit Bank 1983 - 1991
U.S.D.A. - Farmer's Home Administration June 1980 - May 1983
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Banking, Banking, Credit, Credit Analysis, Lines Of Credit, Retail Banking, Consumer Lending, Credit Risk, Real Estate Lending, Portfolio Management, Underwriting, Private Banking, Treasury Management, Cash Management, Risk Management, Asset Based Lending, Commercial Mortgages, Mergers & Acquisitions, Construction Loans
Education
LSU - Graduate School of Banking of the South 1989 — 1991
Post Baccalaureate Degree, Banking
University of Florida 1978 — 1983
Bachelor of Science (BS), Food and Resources Economics
Chris Kendall Chris Kendall's First Union National Bank Experience 1989 - 2001
Job Commercial Team Lead at SunTrust Bank
Industry Banking
Experience
SunTrust Bank January 2010 - Present
Wachovia Bank March 2006 - 2009
SMALL BUSINESS BANKER October 2003 - March 2006
First Union National Bank 1989 - 2001
Southeast Bank/First Union June 1989 - October 1997
Skills
Cash Management, Training, Credit, Management, Loans, Sales Management, Leadership, Banking, Commercial Banking, Mortgage Lending, Investments, Finance, CRM, Team Building, Commercial Lending, Customer Service, Sales, Mergers & Acquisitions, Small Business Lending
Education
University of Florida - Warrington College of Business Administration 1985 — 1989
COMMUNITY INVOLVEMENTUNIVERSITY OF FLORIDA
Bachelor of Business Administration, Finance
Satellite High
SunTrust Bank January 2010 - Present
Wachovia Bank March 2006 - 2009
SMALL BUSINESS BANKER October 2003 - March 2006
First Union National Bank 1989 - 2001
Southeast Bank/First Union June 1989 - October 1997
Skills
Cash Management, Training, Credit, Management, Loans, Sales Management, Leadership, Banking, Commercial Banking, Mortgage Lending, Investments, Finance, CRM, Team Building, Commercial Lending, Customer Service, Sales, Mergers & Acquisitions, Small Business Lending
Education
University of Florida - Warrington College of Business Administration 1985 — 1989
COMMUNITY INVOLVEMENTUNIVERSITY OF FLORIDA
Bachelor of Business Administration, Finance
Satellite High
Phil Allison, GRI, ABR Phil Allison, GRI, ABR's First Union National Bank Experience July 1988 - September 1991
Job REALTOR at MKB Realtors
Industry Real Estate
Experience
MKB Realtors January 2012 - Present
Wells Fargo Home Mortgage December 2009 - January 2011
Wachovia Mortgage FSB, a Wells Fargo Company February 2008 - November 2009
Wachovia Mortgage Corporation February 2007 - January 2008
Wachovia Bank, NA November 1997 - February 2007
First Virginia Bank April 1992 - October 1997
First Union National Bank July 1988 - September 1991
Dominion Bank September 1978 - June 1988
Skills
Small Business Lending, Refinance, Leadership, FHA, Loss Mitigation, Commercial Banking, Commercial Lending, Team Leadership, Credit Analysis, Foreclosures, Underwriting, Referrals, VA loans, Consumer Lending, USDA, Risk Management, Sales, Loan Origination, Call Centers, Selling, Sellers, HUD, REO, Short Sales, Loans, Residential Homes, Single Family Homes, Relocation, Real Estate, First Time Home Buyers, New Home Sales, Mortgage Banking, Real Estate Transactions, Condos, Buyers, Investors, Investment Properties, Move Up Buyers, Property, Buyer Representation, Residential Mortgages, Real Estate Financing, Listings, FHA financing, Property Management, Real Estate Economics, Commercial Real Estate, Luxury, Banking, Mortgage Lending
Education
University of Georgia - Terry College of Business 1971 — 1978
BBA, Business Administration/Personnel Management
Virginia Banker's School of Bank Management at the University of Virginia 1993 — 1995
Bank Management
City of Roanoke Innovative Leadership Program 2012 — 2012
MKB Realtors January 2012 - Present
Wells Fargo Home Mortgage December 2009 - January 2011
Wachovia Mortgage FSB, a Wells Fargo Company February 2008 - November 2009
Wachovia Mortgage Corporation February 2007 - January 2008
Wachovia Bank, NA November 1997 - February 2007
First Virginia Bank April 1992 - October 1997
First Union National Bank July 1988 - September 1991
Dominion Bank September 1978 - June 1988
Skills
Small Business Lending, Refinance, Leadership, FHA, Loss Mitigation, Commercial Banking, Commercial Lending, Team Leadership, Credit Analysis, Foreclosures, Underwriting, Referrals, VA loans, Consumer Lending, USDA, Risk Management, Sales, Loan Origination, Call Centers, Selling, Sellers, HUD, REO, Short Sales, Loans, Residential Homes, Single Family Homes, Relocation, Real Estate, First Time Home Buyers, New Home Sales, Mortgage Banking, Real Estate Transactions, Condos, Buyers, Investors, Investment Properties, Move Up Buyers, Property, Buyer Representation, Residential Mortgages, Real Estate Financing, Listings, FHA financing, Property Management, Real Estate Economics, Commercial Real Estate, Luxury, Banking, Mortgage Lending
Education
University of Georgia - Terry College of Business 1971 — 1978
BBA, Business Administration/Personnel Management
Virginia Banker's School of Bank Management at the University of Virginia 1993 — 1995
Bank Management
City of Roanoke Innovative Leadership Program 2012 — 2012
Loren Kohl Loren Kohl's First Union National Bank Experience December 1993 - February 2000
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
GlaxoSmithKline 2010 - 2011
GXS April 2008 - July 2008
GlaxoSmithKline November 2006 - February 2008
NCDENR May 2003 - August 2006
North Carolina Department of State Treasurer October 2002 - December 2002
University of North Carolina at Chapel Hill February 2000 - September 2001
Siebel Systems February 2000 - March 2001
Wachovia, A Wells Fargo Company December 1993 - February 2000
First Union National Bank December 1993 - February 2000
PMSC October 1992 - December 1993
Skills
Agile Methodologies, C#, Web Applications, SDLC, Database Design, Web Services, SQL, JUnit, Testing, Databases
Education
Truman State University
BS, Computer Science
GlaxoSmithKline 2010 - 2011
GXS April 2008 - July 2008
GlaxoSmithKline November 2006 - February 2008
NCDENR May 2003 - August 2006
North Carolina Department of State Treasurer October 2002 - December 2002
University of North Carolina at Chapel Hill February 2000 - September 2001
Siebel Systems February 2000 - March 2001
Wachovia, A Wells Fargo Company December 1993 - February 2000
First Union National Bank December 1993 - February 2000
PMSC October 1992 - December 1993
Skills
Agile Methodologies, C#, Web Applications, SDLC, Database Design, Web Services, SQL, JUnit, Testing, Databases
Education
Truman State University
BS, Computer Science
Compie Newman's First Union National Bank Experience 1989 - 1996
Job Senior Vice President at CBRE
Industry Financial Services
Experience
CBRE June 2010 - Present
NorthMarq Capital August 2007 - June 2010
RBC Capital Advisors April 1996 - May 2007
First Union National Bank 1989 - 1996
US Navy 1987 - 1989
VP-24 1983 - 1987
US Navy 1982 - 1983
Skills
Investment Properties, Real Estate Development, Real Estate, Land Acquisition, Asset Management, Real Estate Economics, Brokerage, Leases, Real Estate Transactions, Equities, Financial Modeling, Contract Negotiation, Disposition, Location Intelligence, Asset Managment, CMBS, Commercial Real Estate, Corporate Real Estate, Property Management, Investments, Real Estate Financing, Landlords, Due Diligence, Tenant, Acquisitions, Valuation, Entitlements, Lease Administration, Tenant Representation, Lease Negotiations, Investors, Investment Sales, Apartments, Appraisals, Shopping Centers, Real Estate Private..., Commercial Real Estate..., International Real..., Commercial Real Estate..., Transaction Management, Dispositions, Debt & Equity Financing
Education
United States Naval Academy 1978 — 1982
BS, Resources Management
CBRE June 2010 - Present
NorthMarq Capital August 2007 - June 2010
RBC Capital Advisors April 1996 - May 2007
First Union National Bank 1989 - 1996
US Navy 1987 - 1989
VP-24 1983 - 1987
US Navy 1982 - 1983
Skills
Investment Properties, Real Estate Development, Real Estate, Land Acquisition, Asset Management, Real Estate Economics, Brokerage, Leases, Real Estate Transactions, Equities, Financial Modeling, Contract Negotiation, Disposition, Location Intelligence, Asset Managment, CMBS, Commercial Real Estate, Corporate Real Estate, Property Management, Investments, Real Estate Financing, Landlords, Due Diligence, Tenant, Acquisitions, Valuation, Entitlements, Lease Administration, Tenant Representation, Lease Negotiations, Investors, Investment Sales, Apartments, Appraisals, Shopping Centers, Real Estate Private..., Commercial Real Estate..., International Real..., Commercial Real Estate..., Transaction Management, Dispositions, Debt & Equity Financing
Education
United States Naval Academy 1978 — 1982
BS, Resources Management
Cathy Morrill's First Union National Bank Experience January 1980 - April 1996
Job Product Support Representative at Fidelity National Information Services
Industry Financial Services
Experience
Fidelity National Information Services January 2012 - Present
Connextions August 2011 - January 2012
Wells Fargo Home Mortgage November 2010 - April 2011
Digital Risk, LLC April 2009 - May 2010
JPMorgan Chase Bank June 2008 - January 2009
Fiserv Lending Solutions February 1998 - July 2005
First Union National Bank January 1980 - April 1996
Skills
Mortgage Lending, Loans, Loan Origination, Software Documentation, Access, Banking, Credit, Customer Service, Call Center, Team Building, Windows, Outlook, Quality Control, Analysis, Visio, SQL, Team Leadership, Training, Insurance, Sales
Education
University of Central Florida 1973 — 1977
B.A., Psychology
Winter Park High School
Fidelity National Information Services January 2012 - Present
Connextions August 2011 - January 2012
Wells Fargo Home Mortgage November 2010 - April 2011
Digital Risk, LLC April 2009 - May 2010
JPMorgan Chase Bank June 2008 - January 2009
Fiserv Lending Solutions February 1998 - July 2005
First Union National Bank January 1980 - April 1996
Skills
Mortgage Lending, Loans, Loan Origination, Software Documentation, Access, Banking, Credit, Customer Service, Call Center, Team Building, Windows, Outlook, Quality Control, Analysis, Visio, SQL, Team Leadership, Training, Insurance, Sales
Education
University of Central Florida 1973 — 1977
B.A., Psychology
Winter Park High School
Jeff Raxlin Jeff Raxlin's First Union National Bank Experience 1988 - 1990
Job Executive Benefits and Retirement Income Planning Advisor | Community Catalyst
Industry Financial Services
Experience
The Carolinas Financial Network November 2011 - Present
Lincoln Financial Securities, member SIPC November 2011 - Present
Kelaca August 2013 - October 2014
AXA Advisors May 2007 - November 2011
SunTrust 2003 - 2007
AXA Advisors 2002 - 2003
First Citizens Bank 1990 - 2002
First Union National Bank 1988 - 1990
Skills
Sales, Recruiting, Business Development, Retirement Planning, Building Relationships, Entrepreneurship, Life Insurance, Disability Insurance, Team Building, Start-ups, Long-term Care, Financial Planning, Financial Services, Nonprofits, Connecting People, Professional Networking, Strategic Partnerships, Employee Benefits, Relationship Building, Board of Director..., Chambers of Commerce, Concierge Introductions, Estate Planning
Education
Woodrow Wilson College of Law 1977 — 1980
Juris Doctorate, Law
University of Cincinnati 1973 — 1977
Bachelor of Science (B.S.), Urban Affairs
The Carolinas Financial Network November 2011 - Present
Lincoln Financial Securities, member SIPC November 2011 - Present
Kelaca August 2013 - October 2014
AXA Advisors May 2007 - November 2011
SunTrust 2003 - 2007
AXA Advisors 2002 - 2003
First Citizens Bank 1990 - 2002
First Union National Bank 1988 - 1990
Skills
Sales, Recruiting, Business Development, Retirement Planning, Building Relationships, Entrepreneurship, Life Insurance, Disability Insurance, Team Building, Start-ups, Long-term Care, Financial Planning, Financial Services, Nonprofits, Connecting People, Professional Networking, Strategic Partnerships, Employee Benefits, Relationship Building, Board of Director..., Chambers of Commerce, Concierge Introductions, Estate Planning
Education
Woodrow Wilson College of Law 1977 — 1980
Juris Doctorate, Law
University of Cincinnati 1973 — 1977
Bachelor of Science (B.S.), Urban Affairs
Michelle Bragg Hogan's First Union National Bank Experience 1988 - 1992
Job Sales Director Southeast Large Enterprise at Level 3 Communications
Industry Telecommunications
Experience
Level 3 Communications January 2012 - Present
Global Crossing July 2008 - December 2011
Global Crossing November 1999 - June 2008
Intermedia Communications October 1997 - October 1999
Sprint 1993 - 1997
Kirchman Corporation 1992 - 1993
First Union National Bank 1988 - 1992
Skills
MPLS, Managed Services, Unified Communications, SIP Trunking, Telecommunications, Sales Engineering, VoIP, Juniper, IP, WAN, Data Center, Ethernet, Co-location, LAN-WAN, Professional Services, SIP, Solution Selling, Business Strategy, Telephony, Direct Sales, Converged Communications, Cloud Computing, Leadership, Wireless, DWDM, Network Design, Private Line, T1, Frame Relay, Network Architecture, TDM, VPLS, Metro Ethernet, Broadband, ATM networks, MPLS VPN, Optical Fiber
Education
Tulane University 1984 — 1988
BA
Scottsboro 1981 — 1984
Level 3 Communications January 2012 - Present
Global Crossing July 2008 - December 2011
Global Crossing November 1999 - June 2008
Intermedia Communications October 1997 - October 1999
Sprint 1993 - 1997
Kirchman Corporation 1992 - 1993
First Union National Bank 1988 - 1992
Skills
MPLS, Managed Services, Unified Communications, SIP Trunking, Telecommunications, Sales Engineering, VoIP, Juniper, IP, WAN, Data Center, Ethernet, Co-location, LAN-WAN, Professional Services, SIP, Solution Selling, Business Strategy, Telephony, Direct Sales, Converged Communications, Cloud Computing, Leadership, Wireless, DWDM, Network Design, Private Line, T1, Frame Relay, Network Architecture, TDM, VPLS, Metro Ethernet, Broadband, ATM networks, MPLS VPN, Optical Fiber
Education
Tulane University 1984 — 1988
BA
Scottsboro 1981 — 1984
Frank Stanton Frank Stanton's First Union National Bank Experience January 1985 - December 1987
Job Sales & Customer Development Senior Leader
Industry Consumer Goods
Experience
Retired January 2015 - Present
Tyson Foods August 2007 - December 2014
Tyson Foods, Inc. August 2007 - July 2010
Procter & Gamble April 2006 - August 2007
The Gillette Company July 2000 - April 2006
The Gillette Company January 1997 - July 2000
The Gillette Company July 1995 - January 1997
The Gillette Company June 1994 - July 1995
The Gillette Company December 1987 - June 1994
First Union National Bank January 1985 - December 1987
Skills
Category Management, Customer Development, Retail, Business Planning, Marketing Strategy
Education
University of Florida
Bachelor, Business Administration - Marketing
Retired January 2015 - Present
Tyson Foods August 2007 - December 2014
Tyson Foods, Inc. August 2007 - July 2010
Procter & Gamble April 2006 - August 2007
The Gillette Company July 2000 - April 2006
The Gillette Company January 1997 - July 2000
The Gillette Company July 1995 - January 1997
The Gillette Company June 1994 - July 1995
The Gillette Company December 1987 - June 1994
First Union National Bank January 1985 - December 1987
Skills
Category Management, Customer Development, Retail, Business Planning, Marketing Strategy
Education
University of Florida
Bachelor, Business Administration - Marketing
Barbara Ryan Barbara Ryan's First Union National Bank Experience December 1984 - January 1986
Job CEO at Stormers Marketing
Industry Marketing and Advertising
Experience
Amelia Island Film Festival 2008 - Present
St. Marys Magazine 2004 - Present
Stormers Marketing May 2002 - Present
Soffer Adkins 2000 - 2006
The Creative Group 1999 - 2003
Robert Half International 1999 - 2002
Ryan-Stapleton Group 1992 - 1998
Harris Drury 1984 - 1987
First Union National Bank December 1984 - January 1986
Steve Walker & Associates 1981 - 1985
Skills
Advertising, Social Media Marketing, Email Marketing, Writing, Marketing, Magazines, Web Content Management, Public Speaking, Books, Social Media, Lead Generation, Copywriting, Corporate Communications, Online Advertising, Online Marketing, Creative Direction, Newspapers, Marketing Communications, Brand Development, Media Relations, Digital Marketing, Marketing Strategy, Integrated Marketing, Social Networking, Direct Mail, Direct Marketing, Press Releases, Media Planning, Corporate Branding, Digital Strategy, Interactive Marketing, Content Strategy, Newsletters, Mobile Marketing, New Media, Publicity, Facebook, Creative Strategy, Blogging, Television, Content Development, Brand Awareness, Publishing, Web Content, Media Buying, Sponsorship, Public Relations, Video Production, SEO, B2B Marketing
Education
University of Cincinnati 1972 — 1976
BS, Marketing
Amelia Island Film Festival 2008 - Present
St. Marys Magazine 2004 - Present
Stormers Marketing May 2002 - Present
Soffer Adkins 2000 - 2006
The Creative Group 1999 - 2003
Robert Half International 1999 - 2002
Ryan-Stapleton Group 1992 - 1998
Harris Drury 1984 - 1987
First Union National Bank December 1984 - January 1986
Steve Walker & Associates 1981 - 1985
Skills
Advertising, Social Media Marketing, Email Marketing, Writing, Marketing, Magazines, Web Content Management, Public Speaking, Books, Social Media, Lead Generation, Copywriting, Corporate Communications, Online Advertising, Online Marketing, Creative Direction, Newspapers, Marketing Communications, Brand Development, Media Relations, Digital Marketing, Marketing Strategy, Integrated Marketing, Social Networking, Direct Mail, Direct Marketing, Press Releases, Media Planning, Corporate Branding, Digital Strategy, Interactive Marketing, Content Strategy, Newsletters, Mobile Marketing, New Media, Publicity, Facebook, Creative Strategy, Blogging, Television, Content Development, Brand Awareness, Publishing, Web Content, Media Buying, Sponsorship, Public Relations, Video Production, SEO, B2B Marketing
Education
University of Cincinnati 1972 — 1976
BS, Marketing
Glenn Shafer Glenn Shafer's First Union National Bank Experience July 1995 - September 2002
Job LPL Investment Advisor Representative
Industry Investment Management
Experience
Shafer Investment Management Co., LLC January 2003 - Present
Journal Register Company January 2003 - December 2008
Salomon Smith Barney September 1999 - December 2002
First Union National Bank July 1995 - September 2002
Education
University of Hartford 1990 — 2003
MA/MBA, Business Administration and Management
University of Colorado Boulder 1985 — 1989
BA, History
Kingswood-Oxford School 1979 — 1985
Shafer Investment Management Co., LLC January 2003 - Present
Journal Register Company January 2003 - December 2008
Salomon Smith Barney September 1999 - December 2002
First Union National Bank July 1995 - September 2002
Education
University of Hartford 1990 — 2003
MA/MBA, Business Administration and Management
University of Colorado Boulder 1985 — 1989
BA, History
Kingswood-Oxford School 1979 — 1985
Nicole Milone's First Union National Bank Experience 1999 - 2001
Job Financial Advisor, Specializing in Personal Cash Flow Management and Retirement Income Planning
Industry Financial Services
Experience
Money Counts, Inc. 2011 - Present
Stay at home mom 2011 - 2015
Wachovia October 2007 - July 2011
Wachovia, A Wells Fargo Company 2007 - 2011
Wachovia 2003 - 2007
First Union National Bank 1999 - 2001
Skills
Cash Flow Management, Financial Services, Financial Analysis, Retirement Planning, Investments, Loans, Consumer Lending, Banking, Credit, Commercial Lending, Credit Analysis, Mortgage Lending, Small Business Lending, Risk Management, Commercial Banking, Loan Origination, Mortgage Banking, Retail Banking, Portfolio Management, Relationship Management
Education
University of Central Florida 1996 — 1998
Bachelor's degree, Finance, General
Money Counts, Inc. 2011 - Present
Stay at home mom 2011 - 2015
Wachovia October 2007 - July 2011
Wachovia, A Wells Fargo Company 2007 - 2011
Wachovia 2003 - 2007
First Union National Bank 1999 - 2001
Skills
Cash Flow Management, Financial Services, Financial Analysis, Retirement Planning, Investments, Loans, Consumer Lending, Banking, Credit, Commercial Lending, Credit Analysis, Mortgage Lending, Small Business Lending, Risk Management, Commercial Banking, Loan Origination, Mortgage Banking, Retail Banking, Portfolio Management, Relationship Management
Education
University of Central Florida 1996 — 1998
Bachelor's degree, Finance, General
Ryan Evans,CFP® Ryan Evans,CFP®'s First Union National Bank Experience August 1994 - May 1997
Job President, Evans FInancial Partners
Industry Financial Services
Experience
Evans FInancial Partners March 2007 - Present
Cash & Associates, P.A. January 2002 - March 2007
Fleming Agency January 2001 - December 2001
Darden Restaurants July 1998 - December 2000
First Union National Bank August 1994 - May 1997
Skills
Strategic Financial..., Finance, Investments, Insurance, Risk Management, Financial Services, Securities, Estate Planning, Financial Modeling, Financial Planning
Education
University of Florida - Warrington College of Business Administration 1997 — 1998
MBA, Finance and Security Analysis
University of Florida 1989 — 1994
BSBA, Marketing and Economics
Evans FInancial Partners March 2007 - Present
Cash & Associates, P.A. January 2002 - March 2007
Fleming Agency January 2001 - December 2001
Darden Restaurants July 1998 - December 2000
First Union National Bank August 1994 - May 1997
Skills
Strategic Financial..., Finance, Investments, Insurance, Risk Management, Financial Services, Securities, Estate Planning, Financial Modeling, Financial Planning
Education
University of Florida - Warrington College of Business Administration 1997 — 1998
MBA, Finance and Security Analysis
University of Florida 1989 — 1994
BSBA, Marketing and Economics
Jeff DeJongh Jeff DeJongh's First Union National Bank Experience December 1998 - September 2000
Job Agency Principal at Jackson, DeJongh & Associates
Industry Insurance
Experience
Jackson, DeJongh & Associates September 2012 - Present
Intra-Lock System International July 2011 - October 2012
The Hartford January 2010 - July 2011
Florida Dental Imaging, LLC January 2008 - December 2009
Nobel Biocare September 2005 - January 2008
AstraZeneca October 2000 - September 2005
First Union National Bank December 1998 - September 2000
Skills
Sales Operations, Sales, Underwriting, Selling, Dentistry, Health Insurance, Management, Property & Casualty..., Retirement Planning, Account Management, Disability Insurance, Financial Analysis, Strategic Planning, Insurance, Sales Process, Employee Benefits, Cold Calling, Marketing Strategy, Sales Management, Salesforce.com, Managed Care, Marketing
Education
University of Florida 1993 — 1998
BS, Finance
Jackson, DeJongh & Associates September 2012 - Present
Intra-Lock System International July 2011 - October 2012
The Hartford January 2010 - July 2011
Florida Dental Imaging, LLC January 2008 - December 2009
Nobel Biocare September 2005 - January 2008
AstraZeneca October 2000 - September 2005
First Union National Bank December 1998 - September 2000
Skills
Sales Operations, Sales, Underwriting, Selling, Dentistry, Health Insurance, Management, Property & Casualty..., Retirement Planning, Account Management, Disability Insurance, Financial Analysis, Strategic Planning, Insurance, Sales Process, Employee Benefits, Cold Calling, Marketing Strategy, Sales Management, Salesforce.com, Managed Care, Marketing
Education
University of Florida 1993 — 1998
BS, Finance
Eric Asare Eric Asare's First Union National Bank Experience February 2001 - September 2004
Job Managing Partner at Empire Consulting LP
Industry Accounting
Experience
Empire Consulting LP January 2006 - Present
Magellan Health Services February 2006 - January 2010
First Union National Bank February 2001 - September 2004
Skills
Strategic Financial..., Accounting, Management, Financial Reporting, Internal Controls, Tax, International Tax, Mergers & Acquisitions, Financial Analysis, Finance, Corporate Tax
Education
Thomas Jefferson School of Law 2010 — 2012
LLM, International Taxation and Financial Services
Keller Graduate School Of Management 2009 — 2011
MBA, Accounting
Virginia Commonwealth University - School of Business 2002 — 2005
Post-Graduate Certificate, Accounting
University of Ghana 1994 — 1998
BA, History
Empire Consulting LP January 2006 - Present
Magellan Health Services February 2006 - January 2010
First Union National Bank February 2001 - September 2004
Skills
Strategic Financial..., Accounting, Management, Financial Reporting, Internal Controls, Tax, International Tax, Mergers & Acquisitions, Financial Analysis, Finance, Corporate Tax
Education
Thomas Jefferson School of Law 2010 — 2012
LLM, International Taxation and Financial Services
Keller Graduate School Of Management 2009 — 2011
MBA, Accounting
Virginia Commonwealth University - School of Business 2002 — 2005
Post-Graduate Certificate, Accounting
University of Ghana 1994 — 1998
BA, History
Kent Lytle Kent Lytle's First Union National Bank Experience 1994 - 2000
Job Senior Vice President and Advisory Services Manager at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank August 2011 - Present
Wealth Management Group / Wells Fargo & Co. 2008 - August 2011
Region/AmSouth Bank 2002 - 2007
Goldman Sachs Trust Company, N.A. October 2000 - February 2002
First Union National Bank 1994 - 2000
Skills
Wealth Management, Wealth Management..., Investments, Asset Managment, Private Banking, Estate Planning, Financial Services, High Net Worth..., Asset Management, Retirement, Trust Services, Mutual Funds, Asset Allocation, Securities, Series 7, Investment Management, Portfolio Management, Alternative Investments, Strategic Financial..., Investment Advisory, Retirement Planning, Banking, Wealth, Investment Strategies, Financial Risk, Financial Advisory, Loans, Commercial Lending, AML, Risk Management, Relationship Management, Fixed Income, Equities, Financial Planning
Education
University of Florida - Fredric G. Levin College of Law 1976 — 1978
Juris Doctor, Law
University of Florida 1972 — 1975
Bachelor of Science in Business Administration, Accounting
SunTrust Bank August 2011 - Present
Wealth Management Group / Wells Fargo & Co. 2008 - August 2011
Region/AmSouth Bank 2002 - 2007
Goldman Sachs Trust Company, N.A. October 2000 - February 2002
First Union National Bank 1994 - 2000
Skills
Wealth Management, Wealth Management..., Investments, Asset Managment, Private Banking, Estate Planning, Financial Services, High Net Worth..., Asset Management, Retirement, Trust Services, Mutual Funds, Asset Allocation, Securities, Series 7, Investment Management, Portfolio Management, Alternative Investments, Strategic Financial..., Investment Advisory, Retirement Planning, Banking, Wealth, Investment Strategies, Financial Risk, Financial Advisory, Loans, Commercial Lending, AML, Risk Management, Relationship Management, Fixed Income, Equities, Financial Planning
Education
University of Florida - Fredric G. Levin College of Law 1976 — 1978
Juris Doctor, Law
University of Florida 1972 — 1975
Bachelor of Science in Business Administration, Accounting
Steven Weisberg Steven Weisberg's First Union National Bank Experience June 2000 - June 2001
Job Manager Risk Analysis Charles Schwab & Co
Industry Financial Services
Experience
Charles Schwab November 2013 - Present
Weisberg & Weisberg PA May 2005 - October 2013
Wells Fargo Corporate Trust July 2001 - July 2002
First Union National Bank June 2000 - June 2001
Skills
Legal Writing, Corporate Law, Bonds, Litigation, Management, Corporate Governance, Negotiation, Strategy, Customer Service
Education
University of Miami School of Law 2002 — 2004
juris doctor, law
Tulane University 1995 — 1999
Bachelor of Science, Business
Charles Schwab November 2013 - Present
Weisberg & Weisberg PA May 2005 - October 2013
Wells Fargo Corporate Trust July 2001 - July 2002
First Union National Bank June 2000 - June 2001
Skills
Legal Writing, Corporate Law, Bonds, Litigation, Management, Corporate Governance, Negotiation, Strategy, Customer Service
Education
University of Miami School of Law 2002 — 2004
juris doctor, law
Tulane University 1995 — 1999
Bachelor of Science, Business
Julie Vinar Julie Vinar's First Union National Bank Experience 1999 - 2000
Job Senior Client Service Professional at Seix Investment Advisors LLC
Industry Investment Management
Experience
Seix Investment Advisors LLC October 2000 - Present
First Union National Bank 1999 - 2000
First Union National Bank 1998 - 1999
Skills
Series 7, Series 66, Institutional Money..., Fixed Income, Investments, Customer Service, Microsoft Office, PowerPoint, Excel, Word
Education
The University of Georgia 1993 — 1998
Bachelor, Business Administration; Finance
Eastern High School, Louisville KY 1989 — 1993
Seix Investment Advisors LLC October 2000 - Present
First Union National Bank 1999 - 2000
First Union National Bank 1998 - 1999
Skills
Series 7, Series 66, Institutional Money..., Fixed Income, Investments, Customer Service, Microsoft Office, PowerPoint, Excel, Word
Education
The University of Georgia 1993 — 1998
Bachelor, Business Administration; Finance
Eastern High School, Louisville KY 1989 — 1993
Jason Baldwin Jason Baldwin's First Union National Bank Experience 1997 - 1999
Job North Alabama CEO at BBVA Compass Bank, Huntsville, AL
Industry Banking
Experience
BBVA Compass June 1998 - Present
First Union National Bank 1997 - 1999
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Credit Analysis, Loans, Lines Of Credit, Credit, Banking, Consumer Lending, Commercial Mortgages, Loan Origination, Asset Based Lending, Underwriting, SBA, Mortgage Lending, Treasury Management, Credit Risk
Education
Troy University 2000 — 2002
Master of Business Administration (M.B.A.), Accounting and Finance
Troy University 1991 — 1996
Bachelor's Degree, Finance and Financial Management Services
BBVA Compass June 1998 - Present
First Union National Bank 1997 - 1999
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Credit Analysis, Loans, Lines Of Credit, Credit, Banking, Consumer Lending, Commercial Mortgages, Loan Origination, Asset Based Lending, Underwriting, SBA, Mortgage Lending, Treasury Management, Credit Risk
Education
Troy University 2000 — 2002
Master of Business Administration (M.B.A.), Accounting and Finance
Troy University 1991 — 1996
Bachelor's Degree, Finance and Financial Management Services
Charles H. Green Charles H. Green's First Union National Bank Experience February 1988 - September 1990
Job Commercial Lender Training
Industry Financial Services
Experience
Small Business Finance Institute September 2010 - Present
Charles Green & Company March 2010 - December 2014
Atlanta Medical Center January 2009 - December 2014
Fulton County Arts Council July 2003 - November 2012
Sunrise Bank of Atlanta July 2002 - February 2010
US Bank 1998 - 2002
Southeast Capital Associates April 1992 - November 1998
Standard Chartered Bank October 1990 - April 1992
First Union National Bank February 1988 - September 1990
Modern Technologies International, Ltd. June 1984 - January 1988
Skills
Financial..., Analyzing financial..., Corporate Governance, Business Writer, Public Speaking, Business Intelligence, Effective business..., Excel expert, Business mentor and..., Financing advice, SBA Guaranteed Loans, Small Business Lending, Analysis, Finance, SBA, Advice, Problem Solving, Loans, Troubleshooting, Business Communications, Microsoft Excel, Financial Results, Non-profits, Management, Coaching, Entrepreneurship, Start-ups, Mergers & Acquisitions, Leadership, Investments, Nonprofits, New Business Development, Marketing, Strategy, Banking, Business Development, Training, Accounting, Corporate Finance, Account Management, Consulting, Executive Management, Strategic Planning, Business Strategy, Financial Analysis, Business Planning, Small Business, Team Building, Fundraising, Real Estate
Education
Stonier National Graduate School of Banking 2006 — 2009
Diploma, Graduate Banking Practices
Harvard Business School Executive Education 2006 — 2006
Certificate, Governing for Nonprofit Excellence
University of Alabama 1976 — 1979
B.S., Finance
Small Business Finance Institute September 2010 - Present
Charles Green & Company March 2010 - December 2014
Atlanta Medical Center January 2009 - December 2014
Fulton County Arts Council July 2003 - November 2012
Sunrise Bank of Atlanta July 2002 - February 2010
US Bank 1998 - 2002
Southeast Capital Associates April 1992 - November 1998
Standard Chartered Bank October 1990 - April 1992
First Union National Bank February 1988 - September 1990
Modern Technologies International, Ltd. June 1984 - January 1988
Skills
Financial..., Analyzing financial..., Corporate Governance, Business Writer, Public Speaking, Business Intelligence, Effective business..., Excel expert, Business mentor and..., Financing advice, SBA Guaranteed Loans, Small Business Lending, Analysis, Finance, SBA, Advice, Problem Solving, Loans, Troubleshooting, Business Communications, Microsoft Excel, Financial Results, Non-profits, Management, Coaching, Entrepreneurship, Start-ups, Mergers & Acquisitions, Leadership, Investments, Nonprofits, New Business Development, Marketing, Strategy, Banking, Business Development, Training, Accounting, Corporate Finance, Account Management, Consulting, Executive Management, Strategic Planning, Business Strategy, Financial Analysis, Business Planning, Small Business, Team Building, Fundraising, Real Estate
Education
Stonier National Graduate School of Banking 2006 — 2009
Diploma, Graduate Banking Practices
Harvard Business School Executive Education 2006 — 2006
Certificate, Governing for Nonprofit Excellence
University of Alabama 1976 — 1979
B.S., Finance
Bob Hightower Bob Hightower's First Union National Bank Experience 1987 - 1992
Job Agent at Dream Homes Realty
Industry Real Estate
Experience
Dream Homes Realty 2010 - Present
ReMax Center 2006 - 2010
Kids R Kids Child Care Center 2000 - 2006
SunTrust Bank 1992 - 2000
First Union National Bank 1987 - 1992
Education
University of Georgia - Terry College of Business 1983 — 1987
BBA, Banking and Finance
Dream Homes Realty 2010 - Present
ReMax Center 2006 - 2010
Kids R Kids Child Care Center 2000 - 2006
SunTrust Bank 1992 - 2000
First Union National Bank 1987 - 1992
Education
University of Georgia - Terry College of Business 1983 — 1987
BBA, Banking and Finance
Jill Hathaway's First Union National Bank Experience 1989 - 2002
Job Business Coach at ScaleUp Kansas City
Industry Management Consulting
Experience
ScaleUp Kansas City July 2015 - Present
Missouri State University Small Business and Technology Development Center January 2015 - Present
American Diabetes Association September 2014 - Present
J. Hathaway Ltd. May 2009 - April 2014
St. Peters School 2005 - 2012
Hathaway Shoe January 2000 - May 2009
First Union National Bank 1989 - 2002
Skills
Retail, Marketing, Entrepreneurship, Shoes, Fashion, Inventory Management, Business Development, Retail Marketing, Sales, Strategic Partnerships, Footwear, Fashion Buying, Management, Selling, Retail Branding, Merchandising, Advertising, Brand Management, Customer Service, Strategic Planning, Forecasting, Sales Management, Shoe Design, Shoe Retail, How to Open a Retail..., Acquisitions, Team Building, Small Business, Community Development, Commercial Lending, Fundraising, Community Relations, Training, Marketing Strategy, Management Consulting, Recruiting, Small Business...
Education
St. Joseph's Academy, St. Louis, Missouri 1985 — 1989
Highschool
Tulane University 1985 — 1989
BA, Economics, French
ScaleUp Kansas City July 2015 - Present
Missouri State University Small Business and Technology Development Center January 2015 - Present
American Diabetes Association September 2014 - Present
J. Hathaway Ltd. May 2009 - April 2014
St. Peters School 2005 - 2012
Hathaway Shoe January 2000 - May 2009
First Union National Bank 1989 - 2002
Skills
Retail, Marketing, Entrepreneurship, Shoes, Fashion, Inventory Management, Business Development, Retail Marketing, Sales, Strategic Partnerships, Footwear, Fashion Buying, Management, Selling, Retail Branding, Merchandising, Advertising, Brand Management, Customer Service, Strategic Planning, Forecasting, Sales Management, Shoe Design, Shoe Retail, How to Open a Retail..., Acquisitions, Team Building, Small Business, Community Development, Commercial Lending, Fundraising, Community Relations, Training, Marketing Strategy, Management Consulting, Recruiting, Small Business...
Education
St. Joseph's Academy, St. Louis, Missouri 1985 — 1989
Highschool
Tulane University 1985 — 1989
BA, Economics, French
Leonard Stern Leonard Stern's First Union National Bank Experience 1994 - 1996
Job Marketing/Communications Writer
Industry Publishing
Experience
Arkansas NewSixty Magazine August 2008 - March 2010
Convergys Corporation November 2004 - July 2008
Charlotte North Carolina 1996 - 2004
First Union National Bank 1994 - 1996
Univest Financial Group 1986 - 1994
Hunter Gray Associates 1973 - 1986
Skills
Writing, Editing, Public Speaking, Creative Writing
Education
University of Arkansas at Little Rock 1981 — 1983
Masters, Interpersonal/Organizational Communications
The University of Texas at Austin 1970 — 1972
BA, English/Journalism
Tulane University 1967 — 1970
Undergratuate
Arkansas NewSixty Magazine August 2008 - March 2010
Convergys Corporation November 2004 - July 2008
Charlotte North Carolina 1996 - 2004
First Union National Bank 1994 - 1996
Univest Financial Group 1986 - 1994
Hunter Gray Associates 1973 - 1986
Skills
Writing, Editing, Public Speaking, Creative Writing
Education
University of Arkansas at Little Rock 1981 — 1983
Masters, Interpersonal/Organizational Communications
The University of Texas at Austin 1970 — 1972
BA, English/Journalism
Tulane University 1967 — 1970
Undergratuate
Ron Carpenter Ron Carpenter's First Union National Bank Experience January 1999 - December 1999
Job Banking Direct Team Leader, MidAtlantic & Northeast Regions, Wells Fargo Wealth Management
Industry Banking
Experience
Wells Fargo Bank, N.A. June 2011 - Present
Wells Fargo Bank, N.A. June 2010 - June 2011
Wachovia Bank, N.A. October 2006 - June 2010
Wachovia Bank December 1999 - October 2006
First Union National Bank January 1999 - December 1999
Education
University of Mississippi 1981 — 1982
BA, Business Advertising
The University of Southern Mississippi 1977 — 1980
Journalism/Political Science/English/History/German
Wells Fargo Bank, N.A. June 2011 - Present
Wells Fargo Bank, N.A. June 2010 - June 2011
Wachovia Bank, N.A. October 2006 - June 2010
Wachovia Bank December 1999 - October 2006
First Union National Bank January 1999 - December 1999
Education
University of Mississippi 1981 — 1982
BA, Business Advertising
The University of Southern Mississippi 1977 — 1980
Journalism/Political Science/English/History/German
Russell Anderson Russell Anderson's First Union National Bank Experience 1985 - 1992
Job President and CEO at Guardian Mortgage Company, Inc.
Industry Banking
Experience
Guardian Mortgage Company, Inc. July 2015 - Present
Consulting and looking for next opportunity September 2014 - Present
Bank of America October 2011 - Present
Bank of America January 2011 - October 2011
Bank of America 2008 - 2011
Bank of America (fka Countrywide Financial Corp) 2001 - 2008
Wells Fargo Financial Corp (fka Norwest Financial Corp) 1992 - 2001
First Union National Bank 1985 - 1992
First Union National Bank 1984 - 1992
Skills
Mortgage Banking, Credit, Mortgage Lending, Banking, Loans, Strategy, Portfolio Management, Credit Analysis, Risk Management, Loan Origination, Capital Markets, Financial Services, Sales, Leadership, Finance, Management, Residential Mortgages
Education
Transylvania University 1979 — 1983
BA Economics
Guardian Mortgage Company, Inc. July 2015 - Present
Consulting and looking for next opportunity September 2014 - Present
Bank of America October 2011 - Present
Bank of America January 2011 - October 2011
Bank of America 2008 - 2011
Bank of America (fka Countrywide Financial Corp) 2001 - 2008
Wells Fargo Financial Corp (fka Norwest Financial Corp) 1992 - 2001
First Union National Bank 1985 - 1992
First Union National Bank 1984 - 1992
Skills
Mortgage Banking, Credit, Mortgage Lending, Banking, Loans, Strategy, Portfolio Management, Credit Analysis, Risk Management, Loan Origination, Capital Markets, Financial Services, Sales, Leadership, Finance, Management, Residential Mortgages
Education
Transylvania University 1979 — 1983
BA Economics
Martie Thompson Martie Thompson's First Union National Bank Experience June 1985 - February 1992
Job Editor at Local Community News
Industry Newspapers
Experience
Local Community News/RT Publishing September 2001 - Present
Jazzercise Inc. November 1992 - Present
First Union National Bank June 1985 - February 1992
Skills
Organizational..., News Writing, Communication, Adobe Creative Suite, Microsoft Office, Copy Editing, English Grammar, Fitness Instruction, Credit Analysis, Marketing, Editing, Newspapers, Banking, Management
Education
University of Florida 1981 — 1985
Bachelor’s Degree, Business Administration, Finance, Cum Laude
Local Community News/RT Publishing September 2001 - Present
Jazzercise Inc. November 1992 - Present
First Union National Bank June 1985 - February 1992
Skills
Organizational..., News Writing, Communication, Adobe Creative Suite, Microsoft Office, Copy Editing, English Grammar, Fitness Instruction, Credit Analysis, Marketing, Editing, Newspapers, Banking, Management
Education
University of Florida 1981 — 1985
Bachelor’s Degree, Business Administration, Finance, Cum Laude
Michelle Sturgill's First Union National Bank Experience November 1998 - October 1999
Job Operations Supervisor at Branch Banking and Trust
Industry Financial Services
Experience
Branch Banking and Trust April 2001 - Present
Colonial Bank April 2001 - August 2009
First National Bank October 1999 - June 2000
First Union National Bank November 1998 - October 1999
Skills
Microsoft Excel, Training, Management, Microsoft Word, Microsoft Office, PowerPoint, Banking, Outlook, Human Resources, Performance Reviews, Supervisory Experience, New Hire Training, Leadership, Process Improvement, Mortgage Lending, Interviewing Skills, Hiring Employees, Job Coaching, OS X, Public Speaking, Team Building, Customer Service, Finance, Mentoring New Hires, Workday, Advertising, Risk Management, Budgets, Strategic Planning, Operations Management, Business Development, Marketing, New Business Development, Small Business Lending, Time Management, Organizational..., Employee Training, Retail Banking, Project Management, Contract Negotiation, Sales Management, ProMerit, Mac OS X, testing, Quality Assurance, Test Planning, User Acceptance Testing, Manual Testing, test cases, Business Analysis
Education
University of Central Florida 2000 — 2005
Bachelor's degree, Heathcare Services Administration
Branch Banking and Trust April 2001 - Present
Colonial Bank April 2001 - August 2009
First National Bank October 1999 - June 2000
First Union National Bank November 1998 - October 1999
Skills
Microsoft Excel, Training, Management, Microsoft Word, Microsoft Office, PowerPoint, Banking, Outlook, Human Resources, Performance Reviews, Supervisory Experience, New Hire Training, Leadership, Process Improvement, Mortgage Lending, Interviewing Skills, Hiring Employees, Job Coaching, OS X, Public Speaking, Team Building, Customer Service, Finance, Mentoring New Hires, Workday, Advertising, Risk Management, Budgets, Strategic Planning, Operations Management, Business Development, Marketing, New Business Development, Small Business Lending, Time Management, Organizational..., Employee Training, Retail Banking, Project Management, Contract Negotiation, Sales Management, ProMerit, Mac OS X, testing, Quality Assurance, Test Planning, User Acceptance Testing, Manual Testing, test cases, Business Analysis
Education
University of Central Florida 2000 — 2005
Bachelor's degree, Heathcare Services Administration
Brad Ridinger, CFA Brad Ridinger, CFA's First Union National Bank Experience July 1987 - June 1999
Job Chief Investment Officer at LionsBridge Wealth Management
Industry Investment Management
Experience
LionsBridge Asset Management December 2008 - Present
Morgan Stanley Smith Barney June 2001 - November 2008
First Union National Bank July 1987 - June 1999
Skills
Asset Allocation, Wealth Management, Investments, Portfolio Management, Series 7, Alternative Investments, Asset Management, Investment Advisory, Investment Strategies, Series 63, Investment Management, Securities, Private Equity
Education
University of Florida - Warrington College of Business Administration 1982 — 1987
B.S.B.A., Finance
LionsBridge Asset Management December 2008 - Present
Morgan Stanley Smith Barney June 2001 - November 2008
First Union National Bank July 1987 - June 1999
Skills
Asset Allocation, Wealth Management, Investments, Portfolio Management, Series 7, Alternative Investments, Asset Management, Investment Advisory, Investment Strategies, Series 63, Investment Management, Securities, Private Equity
Education
University of Florida - Warrington College of Business Administration 1982 — 1987
B.S.B.A., Finance
Randy Koporc's First Union National Bank Experience January 1989 - December 1997
Job President , Enterprise Payments at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank May 2014 - Present
Fifth Third Bank October 2010 - May 2014
Wachovia, A Wells Fargo Company June 2009 - October 2010
Wachovia, A Wells Fargo Company January 2004 - June 2009
Wachovia May 1999 - December 2003
Wachovia December 1997 - May 1999
First Union National Bank January 1989 - December 1997
Skills
Commercial Banking, Retail Banking, Sales Management, Mergers, Executive Management, New Business Development, Banking, Leadership Development, Commercial Lending, Credit, Mergers & Acquisitions, Budgets, Small Business Lending, Finance, Portfolio Management, Management, Recruiting, Training, Employee Engagement, Leadership, Loans, Sales, Coaching, Credit Analysis, Risk Management, Treasury Management, Financial Services, Mortgage Lending, Human Resources, Team Building, Consumer Lending, Insurance, Relationship Management, Cash Management, Loan Origination, Underwriting, Wealth Management, Credit Risk, Investments, Mortgage Banking, Asset Based Lending, Capital Markets, Financial Analysis, Financial Risk, Commercial Mortgages, Strategic Financial..., Strategic Planning, Cross Selling
Education
University of Central Florida - College of Business Administration 1994 — 1995
MBA, Masters Degree
University of Florida - Warrington College of Business Administration 1984 — 1988
BSBA, Finance
Fifth Third Bank May 2014 - Present
Fifth Third Bank October 2010 - May 2014
Wachovia, A Wells Fargo Company June 2009 - October 2010
Wachovia, A Wells Fargo Company January 2004 - June 2009
Wachovia May 1999 - December 2003
Wachovia December 1997 - May 1999
First Union National Bank January 1989 - December 1997
Skills
Commercial Banking, Retail Banking, Sales Management, Mergers, Executive Management, New Business Development, Banking, Leadership Development, Commercial Lending, Credit, Mergers & Acquisitions, Budgets, Small Business Lending, Finance, Portfolio Management, Management, Recruiting, Training, Employee Engagement, Leadership, Loans, Sales, Coaching, Credit Analysis, Risk Management, Treasury Management, Financial Services, Mortgage Lending, Human Resources, Team Building, Consumer Lending, Insurance, Relationship Management, Cash Management, Loan Origination, Underwriting, Wealth Management, Credit Risk, Investments, Mortgage Banking, Asset Based Lending, Capital Markets, Financial Analysis, Financial Risk, Commercial Mortgages, Strategic Financial..., Strategic Planning, Cross Selling
Education
University of Central Florida - College of Business Administration 1994 — 1995
MBA, Masters Degree
University of Florida - Warrington College of Business Administration 1984 — 1988
BSBA, Finance
Steve Self's First Union National Bank Experience 1995 - 1999
Job Finance and Administration Manager at Calvary Worship Center
Industry Religious Institutions
Experience
Calvary Worship Center July 2014 - Present
BBVA Compass July 2005 - April 2014
Compass Bank 2001 - 2005
Compass Bank 1999 - 2001
First Union National Bank 1995 - 1999
SouthTrust Bank 1990 - 1995
Colonial Bank 1985 - 1990
AmSouth Financial Corporation 1984 - 1985
Skills
Negotiation, Commercial Banking, Financial Structuring, Small Business Lending, Financial Services, Commercial Lending, Loans, Networking, Business Development, Credit Analysis, Critical Thinking, Deductive Reasoning, Social Perceptiveness, Oral & Written..., Analytical Skills, High Performance Teams, Energetic Leader, Team Leadership, Team Management, Team-oriented, Cross-functional Team..., Asset Based Finance, Board Governance, Business Acquisition..., C&I Lending, Cash Flow Lending, Consultative Sales..., Consultative Sales..., Equipment Loans, High Performance..., Interact with All..., Mentoring, Multi Tasking, Non-profit Boards, Non-profit Volunteer, Positive Youth..., Pro-active Leader, Professional..., Real Estate Lending, Revolving Lines of..., Work Independently with..., Strategic Planning, Leadership, Management, Banking, Credit, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2011
Executive Leadership Program, BBVA Compass School of Management
University of Alabama at Birmingham 1987 — 1989
Master of Business Administration (MBA), Finance
University of Oklahoma 1986 — 1986
Commercial Banking Degree, Commercial Banking School
University of Alabama at Birmingham 1980 — 1984
Bachelor of Science (BS) - Business Administration, Finance
Homewood High School 1977 — 1980
HS Diploma, General Studies
Calvary Worship Center July 2014 - Present
BBVA Compass July 2005 - April 2014
Compass Bank 2001 - 2005
Compass Bank 1999 - 2001
First Union National Bank 1995 - 1999
SouthTrust Bank 1990 - 1995
Colonial Bank 1985 - 1990
AmSouth Financial Corporation 1984 - 1985
Skills
Negotiation, Commercial Banking, Financial Structuring, Small Business Lending, Financial Services, Commercial Lending, Loans, Networking, Business Development, Credit Analysis, Critical Thinking, Deductive Reasoning, Social Perceptiveness, Oral & Written..., Analytical Skills, High Performance Teams, Energetic Leader, Team Leadership, Team Management, Team-oriented, Cross-functional Team..., Asset Based Finance, Board Governance, Business Acquisition..., C&I Lending, Cash Flow Lending, Consultative Sales..., Consultative Sales..., Equipment Loans, High Performance..., Interact with All..., Mentoring, Multi Tasking, Non-profit Boards, Non-profit Volunteer, Positive Youth..., Pro-active Leader, Professional..., Real Estate Lending, Revolving Lines of..., Work Independently with..., Strategic Planning, Leadership, Management, Banking, Credit, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2011
Executive Leadership Program, BBVA Compass School of Management
University of Alabama at Birmingham 1987 — 1989
Master of Business Administration (MBA), Finance
University of Oklahoma 1986 — 1986
Commercial Banking Degree, Commercial Banking School
University of Alabama at Birmingham 1980 — 1984
Bachelor of Science (BS) - Business Administration, Finance
Homewood High School 1977 — 1980
HS Diploma, General Studies
Derrick Lesesne, VCP5 Derrick Lesesne, VCP5's First Union National Bank Experience January 1996 - November 1997
Job Regional IT Operations Manager End User Services at Stanley Black & Decker, Inc.
Industry Computer Networking
Experience
Stanley Black & Decker, Inc. June 2015 - Present
HP Enterprise Services October 2013 - June 2015
HP Enterprise Services January 2013 - October 2013
SCANA October 2005 - January 2013
Blue Cross and Blue Shield April 1999 - October 2005
Omni Southeastern Chemical June 1998 - April 1999
Blue Cross Blue Shield December 1997 - April 1998
First Union National Bank January 1996 - November 1997
US Navy September 1991 - September 1995
Skills
VMware Certified..., DNS, vSphere, Data Center, Active Directory, Servers, VMware, Troubleshooting, System Administration, WAN, Software Documentation, DHCP
Education
Limestone College
BS, Management Information Systems
Troy University
Masters, Public Administration
Stanley Black & Decker, Inc. June 2015 - Present
HP Enterprise Services October 2013 - June 2015
HP Enterprise Services January 2013 - October 2013
SCANA October 2005 - January 2013
Blue Cross and Blue Shield April 1999 - October 2005
Omni Southeastern Chemical June 1998 - April 1999
Blue Cross Blue Shield December 1997 - April 1998
First Union National Bank January 1996 - November 1997
US Navy September 1991 - September 1995
Skills
VMware Certified..., DNS, vSphere, Data Center, Active Directory, Servers, VMware, Troubleshooting, System Administration, WAN, Software Documentation, DHCP
Education
Limestone College
BS, Management Information Systems
Troy University
Masters, Public Administration
Jill Kirkland Jill Kirkland's First Union National Bank Experience October 1991 - January 1996
Job Estimator at Coleman Floor Company
Industry Construction
Experience
Coleman Floor Company April 2014 - Present
Bonitz Flooring Group August 2006 - April 2014
Summer Brook Tile January 2001 - April 2006
Chavous Painting February 1996 - January 2001
First Union National Bank October 1991 - January 1996
Edmunds Drugs 1985 - 1987
Skills
Construction, Contract Negotiation, Contract Management, Contractors, Construction Management, Budgets, Flooring, New Business Development, Negotiation, Strategic Planning, Team Building, Sales, Account Management, Customer Service, Sales Management, Purchasing, Pre-construction, Value Engineering, Project Estimation, Process Scheduler, Renovation, Building Materials, Project Planning, LEED, Project Management, Forecasting, Submittals, Estimates, Project Bidding, Change Orders, Subcontracting, Pricing, Sales Operations
Education
University of Georgia - Terry College of Business 1987 — 1991
BBA, Business Administration
Evans High School 1984 — 1987
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Coleman Floor Company April 2014 - Present
Bonitz Flooring Group August 2006 - April 2014
Summer Brook Tile January 2001 - April 2006
Chavous Painting February 1996 - January 2001
First Union National Bank October 1991 - January 1996
Edmunds Drugs 1985 - 1987
Skills
Construction, Contract Negotiation, Contract Management, Contractors, Construction Management, Budgets, Flooring, New Business Development, Negotiation, Strategic Planning, Team Building, Sales, Account Management, Customer Service, Sales Management, Purchasing, Pre-construction, Value Engineering, Project Estimation, Process Scheduler, Renovation, Building Materials, Project Planning, LEED, Project Management, Forecasting, Submittals, Estimates, Project Bidding, Change Orders, Subcontracting, Pricing, Sales Operations
Education
University of Georgia - Terry College of Business 1987 — 1991
BBA, Business Administration
Evans High School 1984 — 1987
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Cristina Kovarick Cristina Kovarick's First Union National Bank Experience 1999 - 2000
Job Vice President, Treasury Management Sales Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank February 2013 - Present
Independent June 2012 - January 2013
Nap Nanny, LLC October 2011 - November 2012
Nap Nanny, LLC November 2008 - August 2011
National City Bank June 2000 - November 2009
First Union National Bank 1999 - 2000
CoreStates Financial Corp 1990 - 1999
Skills
Treasury Management, Relationship Management, Project Management, Banking, Commercial Banking, Cash Management, Business Development, Finance, CRM, Account Management, Credit, Portfolio Management, Start-ups, Sales, Financial Services, Payments, Financial Risk, Loans, Management
Education
University of Delaware
BSBA, Finance, Marketing
Radnor High School
Wells Fargo Bank February 2013 - Present
Independent June 2012 - January 2013
Nap Nanny, LLC October 2011 - November 2012
Nap Nanny, LLC November 2008 - August 2011
National City Bank June 2000 - November 2009
First Union National Bank 1999 - 2000
CoreStates Financial Corp 1990 - 1999
Skills
Treasury Management, Relationship Management, Project Management, Banking, Commercial Banking, Cash Management, Business Development, Finance, CRM, Account Management, Credit, Portfolio Management, Start-ups, Sales, Financial Services, Payments, Financial Risk, Loans, Management
Education
University of Delaware
BSBA, Finance, Marketing
Radnor High School
Andy Phan Andy Phan's First Union National Bank Experience June 1999 - December 2003
Job Software Engineer at Jack Henry & Associates
Industry Computer Software
Experience
Jack Henry & Associates February 2013 - Present
SciQuest 2012 - 2013
LinkTeams Consulting 2004 - 2012
First Union National Bank June 1999 - December 2003
Skills
C#, JavaScript, Java, SQL, Architectures, Web Development, HTML/XML, .NET, Distributed Systems, Web Applications, Object Oriented Design, Database Design, Enterprise Software, REST, SOAP, WCF, Web Services, ASP.NET MVC, OOP, Scrum, jQuery, ASP.NET, Microsoft SQL Server, Oracle, Node.js, MongoDB, Software Architectural..., Software Development, Databases, SOA, Integration, SDLC, XML, Agile Methodologies, Project Management, Systems Analysis
Education
University of Houston
Management & Information System
Jack Henry & Associates February 2013 - Present
SciQuest 2012 - 2013
LinkTeams Consulting 2004 - 2012
First Union National Bank June 1999 - December 2003
Skills
C#, JavaScript, Java, SQL, Architectures, Web Development, HTML/XML, .NET, Distributed Systems, Web Applications, Object Oriented Design, Database Design, Enterprise Software, REST, SOAP, WCF, Web Services, ASP.NET MVC, OOP, Scrum, jQuery, ASP.NET, Microsoft SQL Server, Oracle, Node.js, MongoDB, Software Architectural..., Software Development, Databases, SOA, Integration, SDLC, XML, Agile Methodologies, Project Management, Systems Analysis
Education
University of Houston
Management & Information System
Daneen Gimson's First Union National Bank Experience 2000 - 2003
Job Life Insurance Product Manager at PNCI
Industry Insurance
Experience
PNC March 2015 - Present
PNC February 2014 - March 2015
Saybrus Partners April 2013 - October 2013
Highland Capital Brokerage February 2009 - March 2011
Financial Independence Group October 2006 - March 2008
HIGHLAND CAPITAL BROKERAGE April 2003 - October 2006
First Union National Bank 2000 - 2003
Skills
Disability Insurance, Insurance, Term Life Insurance, Life Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Series 6, Universal Life, Operations Management, Whole Life, Long Term Care Insurance, Estate Planning, Life, Marketing, Sales Management, Sales Presentations, Underwriting, Health Insurance, Series 63, Travel Planning, Sales, Travel Management, IRAs, 401k, Variable Annuities, Life & Health Insurance..., Mutual Funds, Series 7, Financial Planners, Wealth Management, Financial Planning
Education
The University of Memphis 1994 — 1997
Communications
Millington High School 1990 — 1994
PNC March 2015 - Present
PNC February 2014 - March 2015
Saybrus Partners April 2013 - October 2013
Highland Capital Brokerage February 2009 - March 2011
Financial Independence Group October 2006 - March 2008
HIGHLAND CAPITAL BROKERAGE April 2003 - October 2006
First Union National Bank 2000 - 2003
Skills
Disability Insurance, Insurance, Term Life Insurance, Life Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Series 6, Universal Life, Operations Management, Whole Life, Long Term Care Insurance, Estate Planning, Life, Marketing, Sales Management, Sales Presentations, Underwriting, Health Insurance, Series 63, Travel Planning, Sales, Travel Management, IRAs, 401k, Variable Annuities, Life & Health Insurance..., Mutual Funds, Series 7, Financial Planners, Wealth Management, Financial Planning
Education
The University of Memphis 1994 — 1997
Communications
Millington High School 1990 — 1994
Carnell Moore, CFP®'s First Union National Bank Experience June 1994 - February 1996
Job Wealth Advisor, MLO, REALTOR® / CEO & Founder
Industry Sports
Experience
Vital Guidance Financial Management October 2014 - Present
Premier Players Inc. & Premier Players Sports Foundation January 2010 - Present
Merrill Lynch February 1996 - October 2014
First Union National Bank June 1994 - February 1996
U.S. Air Force December 1985 - October 1991
Skills
Public Speaking, Social Media, Marketing, Non-profits, Public Relations, Fundraising, Event Planning, Nonprofits, Entrepreneurship, Social Networking, Event Management, Social Media Marketing, Facebook, Advertising, Media Relations, Press Releases, Strategic Planning, Marketing Communications, Email Marketing, Marketing Strategy, Corporate Communications, Small Business, Online Advertising, Strategy, Leadership, Wealth Management, Sales, Business Development, New Business Development, Business Planning, Strategic Partnerships, Start-ups, Management, Team Building, Online Marketing, Budgets, Account Management, Business Strategy, Market Research, Sports, Brand Development
Education
University of Florida 1991 — 1993
Master's degree, Mass Communications (Investor Relations), 3.0+
University of Florida 1991 — 1993
MS in Communications (Investor Relations), Investor Relations
Vital Guidance Financial Management October 2014 - Present
Premier Players Inc. & Premier Players Sports Foundation January 2010 - Present
Merrill Lynch February 1996 - October 2014
First Union National Bank June 1994 - February 1996
U.S. Air Force December 1985 - October 1991
Skills
Public Speaking, Social Media, Marketing, Non-profits, Public Relations, Fundraising, Event Planning, Nonprofits, Entrepreneurship, Social Networking, Event Management, Social Media Marketing, Facebook, Advertising, Media Relations, Press Releases, Strategic Planning, Marketing Communications, Email Marketing, Marketing Strategy, Corporate Communications, Small Business, Online Advertising, Strategy, Leadership, Wealth Management, Sales, Business Development, New Business Development, Business Planning, Strategic Partnerships, Start-ups, Management, Team Building, Online Marketing, Budgets, Account Management, Business Strategy, Market Research, Sports, Brand Development
Education
University of Florida 1991 — 1993
Master's degree, Mass Communications (Investor Relations), 3.0+
University of Florida 1991 — 1993
MS in Communications (Investor Relations), Investor Relations
eddie yarbrough's First Union National Bank Experience April 2000 - July 2005
Job Energetic Banking Professional
Industry Banking
Experience
Bank of America January 2014 - Present
Suntrust Bank June 2013 - December 2013
City National Bank of Florida April 2010 - June 2013
Wells Fargo July 2009 - April 2010
Wachovia National Bank, Dade North, Miami, Florida December 2006 - July 2009
Wells Fargo July 2005 - March 2006
First Union National Bank April 2000 - July 2005
First Union National Bank January 1997 - January 1998
The HoneyBaked Ham Co. & Cafe November 1984 - December 1996
Skills
Microsoft Excel, Research, Leadership, Training, Photoshop
Education
Troy University 1982 — 1984
Bachelor of Business Administration (B.B.A.)
University of Alabama
Business Administration and Management, General
Bank of America January 2014 - Present
Suntrust Bank June 2013 - December 2013
City National Bank of Florida April 2010 - June 2013
Wells Fargo July 2009 - April 2010
Wachovia National Bank, Dade North, Miami, Florida December 2006 - July 2009
Wells Fargo July 2005 - March 2006
First Union National Bank April 2000 - July 2005
First Union National Bank January 1997 - January 1998
The HoneyBaked Ham Co. & Cafe November 1984 - December 1996
Skills
Microsoft Excel, Research, Leadership, Training, Photoshop
Education
Troy University 1982 — 1984
Bachelor of Business Administration (B.B.A.)
University of Alabama
Business Administration and Management, General
Lee Meneses's First Union National Bank Experience 1995 - 1998
Job Strategic Account Manager at FIS
Industry Banking
Experience
Fidelity National Information Services January 2010 - Present
Metavante July 2006 - January 2010
Metavante January 2006 - July 2006
Metavante 2004 - 2006
Kirchman Corporation 2002 - 2004
Wachovia 1998 - 2002
First Union National Bank 1995 - 1998
Skills
Pricing, Account Management, Sales, Marketing, Strategic Planning, Professional Services, Business Analysis, Process Improvement, Strategic Partnerships, Sales Presentations, Business Development, Banking, Financial Analysis, Team Building, New Business Development, Marketing Strategy, Negotiation, Salesforce.com, CRM, B2B, Risk Management, Product Management, Team Leadership, Selling, Sales Operations, Portfolio Management, Contract Negotiation, Forecasting, Business Strategy, Solution Selling, Sales Process, Product Marketing, Strategy, Management Consulting, Credit, Customer Service, Management, Start-ups, Leadership, Cross-functional Team..., Executive Management, Sales Management, Consulting, Customer Retention, Finance, Security, SaaS, Lead Generation, Vendor Management
Education
University of Florida 1995 — 1999
Warrington College of Business BSBA, Finance & Insurance
Fidelity National Information Services January 2010 - Present
Metavante July 2006 - January 2010
Metavante January 2006 - July 2006
Metavante 2004 - 2006
Kirchman Corporation 2002 - 2004
Wachovia 1998 - 2002
First Union National Bank 1995 - 1998
Skills
Pricing, Account Management, Sales, Marketing, Strategic Planning, Professional Services, Business Analysis, Process Improvement, Strategic Partnerships, Sales Presentations, Business Development, Banking, Financial Analysis, Team Building, New Business Development, Marketing Strategy, Negotiation, Salesforce.com, CRM, B2B, Risk Management, Product Management, Team Leadership, Selling, Sales Operations, Portfolio Management, Contract Negotiation, Forecasting, Business Strategy, Solution Selling, Sales Process, Product Marketing, Strategy, Management Consulting, Credit, Customer Service, Management, Start-ups, Leadership, Cross-functional Team..., Executive Management, Sales Management, Consulting, Customer Retention, Finance, Security, SaaS, Lead Generation, Vendor Management
Education
University of Florida 1995 — 1999
Warrington College of Business BSBA, Finance & Insurance
Pamela Holliday Pamela Holliday's First Union National Bank Experience September 1990 - August 1994
Job Owner at UsborneSoutheast WWW.USBORNESOUTHEAST.COM
Industry Higher Education
Experience
UsborneSoutheast 2001 - Present
UsborneSoutheast 2001 - Present
Holliday Consulting Group 1992 - 1997
First Union National Bank September 1990 - August 1994
First Union National Bank 1987 - 1990
Skills
Fundraising, Media Literacy, Marketing Strategy, Public Speaking, Leadership Development, Manage Client..., Sales Management, Staff Development, Team Leadership, Training Delivery, Distance Learning, Direct Sales, Sales, Management, Recruiting, Leadership, Training, Coaching, B2B, Customer Service, Customer Retention
Education
The University of Georgia 1983 — 1987
Bachelor's degree, Speech Communication
The University of Georgia
UsborneSoutheast 2001 - Present
UsborneSoutheast 2001 - Present
Holliday Consulting Group 1992 - 1997
First Union National Bank September 1990 - August 1994
First Union National Bank 1987 - 1990
Skills
Fundraising, Media Literacy, Marketing Strategy, Public Speaking, Leadership Development, Manage Client..., Sales Management, Staff Development, Team Leadership, Training Delivery, Distance Learning, Direct Sales, Sales, Management, Recruiting, Leadership, Training, Coaching, B2B, Customer Service, Customer Retention
Education
The University of Georgia 1983 — 1987
Bachelor's degree, Speech Communication
The University of Georgia
Frederick Cruz Frederick Cruz's First Union National Bank Experience 1997 - 2000
Job Finance Manager
Industry Hospital & Health Care
Experience
Inovalon September 2013 - Present
Verizon Ventures December 2000 - July 2012
First Union National Bank 1997 - 2000
Skills
Telecommunications, Executive Reports, Vendor Management, Project Management, International Business..., Change Management, Strategic Financial..., People & project..., Business Process..., Strategic Sourcing, Planning Budgeting &..., Benefit Cost Analysis, Expense Control, Global Business..., Financial Analysis, Manage Client..., Needs Assessment, Policies & Procedures, Process Improvement, Product Management, Program Management, Project Planning, Strategic Planning, Policy, IT Strategy, Disaster Recovery, Budgets, Strategy, Resource Management, Negotiation, Facilities Management, Cross-functional Team..., Expense Management, Recruiting, CRM, Technology Needs...
Education
Universidad Iberoamericana 1989 — 1995
BA, Administration
George Mason Jr. & Sr. H.S 1988 — 1989
Colegio Calasanz 1976 — 1988
Inovalon September 2013 - Present
Verizon Ventures December 2000 - July 2012
First Union National Bank 1997 - 2000
Skills
Telecommunications, Executive Reports, Vendor Management, Project Management, International Business..., Change Management, Strategic Financial..., People & project..., Business Process..., Strategic Sourcing, Planning Budgeting &..., Benefit Cost Analysis, Expense Control, Global Business..., Financial Analysis, Manage Client..., Needs Assessment, Policies & Procedures, Process Improvement, Product Management, Program Management, Project Planning, Strategic Planning, Policy, IT Strategy, Disaster Recovery, Budgets, Strategy, Resource Management, Negotiation, Facilities Management, Cross-functional Team..., Expense Management, Recruiting, CRM, Technology Needs...
Education
Universidad Iberoamericana 1989 — 1995
BA, Administration
George Mason Jr. & Sr. H.S 1988 — 1989
Colegio Calasanz 1976 — 1988
Hubert Talavera, CAPM's First Union National Bank Experience September 1998 - April 2001
Job Sr. Business Process Consultant at D+H
Industry Computer Software
Experience
D+H September 2013 - Present
Harland Financial Solutions September 2013 - Present
Seminole County Regional Chamber of Commerce May 2012 - February 2013
Wells Fargo June 2001 - November 2011
Wachovia Bank January 2001 - January 2002
First Union National Bank September 1998 - April 2001
First Union National Bank June 1995 - June 1998
Skills
Diversity Strategy, Project Coordination, Innovative Thinking, Customer Service, Bank Operations, Process Improvement, Operations Management, Risk, Strategic Planning, Team Building, Problem Solving, Coaching, Change Management, Employee Relations, Performance Management, Risk Management, Leadership Development, Customer Relations, Budgeting, Mentoring, Forecasting, Cash Handling, Compliance, Continuous Improvement, Staff Training, Budgets, Banking, Vendor Management, Cash Flow, Program Management, Contract Management, Human Resources, Business Development, Project Management, Team Management, Negotiation, Team Leadership, Marketing, Business Process, Employee Engagement, Entrepreneurship, Time Management, Sales Management, Finance, Nonprofits, Business Process..., Analysis, Leadership, Management, Strategy
Education
University of Central Florida 1982 — 1990
BS, Business Administration/Management
American Military Academy 1975 — 1982
General
D+H September 2013 - Present
Harland Financial Solutions September 2013 - Present
Seminole County Regional Chamber of Commerce May 2012 - February 2013
Wells Fargo June 2001 - November 2011
Wachovia Bank January 2001 - January 2002
First Union National Bank September 1998 - April 2001
First Union National Bank June 1995 - June 1998
Skills
Diversity Strategy, Project Coordination, Innovative Thinking, Customer Service, Bank Operations, Process Improvement, Operations Management, Risk, Strategic Planning, Team Building, Problem Solving, Coaching, Change Management, Employee Relations, Performance Management, Risk Management, Leadership Development, Customer Relations, Budgeting, Mentoring, Forecasting, Cash Handling, Compliance, Continuous Improvement, Staff Training, Budgets, Banking, Vendor Management, Cash Flow, Program Management, Contract Management, Human Resources, Business Development, Project Management, Team Management, Negotiation, Team Leadership, Marketing, Business Process, Employee Engagement, Entrepreneurship, Time Management, Sales Management, Finance, Nonprofits, Business Process..., Analysis, Leadership, Management, Strategy
Education
University of Central Florida 1982 — 1990
BS, Business Administration/Management
American Military Academy 1975 — 1982
General
Cornelius Bailey Jr Cornelius Bailey Jr's First Union National Bank Experience October 1996 - August 2001
Job Lending Manager for collateral underwriting and processing of C o Ops & Condo's at Wells Fargo Home Mortgage
Industry Banking
Experience
Well Fargo Home Mortgage Inc June 2013 - Present
Wachovia, A Wells Fargo Company August 2009 - Present
Wachovia/Wells Fargo Bank June 2009 - August 2009
Wachovia/Wells Fargo Bank July 2008 - June 2009
Wachovia Bank April 2002 - July 2008
Wachovia Bank October 2006 - June 2008
Weichert Financial August 2001 - April 2002
First Union National Bank October 1996 - August 2001
Olsten Staffing Services June 1991 - April 1996
Shiff and Goldman July 1994 - July 1995
Skills
Loans, Credit, Mortgage Lending, Underwriting
Education
Tuskegee University 1991 — 1993
Mechanical Engineering
Pace
Well Fargo Home Mortgage Inc June 2013 - Present
Wachovia, A Wells Fargo Company August 2009 - Present
Wachovia/Wells Fargo Bank June 2009 - August 2009
Wachovia/Wells Fargo Bank July 2008 - June 2009
Wachovia Bank April 2002 - July 2008
Wachovia Bank October 2006 - June 2008
Weichert Financial August 2001 - April 2002
First Union National Bank October 1996 - August 2001
Olsten Staffing Services June 1991 - April 1996
Shiff and Goldman July 1994 - July 1995
Skills
Loans, Credit, Mortgage Lending, Underwriting
Education
Tuskegee University 1991 — 1993
Mechanical Engineering
Pace
Chris Mull's First Union National Bank Experience October 1998 - September 2001
Job
Industry Information Technology and Services
Experience
Wachovia Corporation September 2001 - September 2005
First Union National Bank October 1998 - September 2001
First Union National Bank November 1994 - October 1998
Skills
Quality Assurance, Business Requirements, Project Management
Education
The University of Memphis 1988 — 1992
Bachelor of Fine Arts, Graphic Design
Wachovia Corporation September 2001 - September 2005
First Union National Bank October 1998 - September 2001
First Union National Bank November 1994 - October 1998
Skills
Quality Assurance, Business Requirements, Project Management
Education
The University of Memphis 1988 — 1992
Bachelor of Fine Arts, Graphic Design
Peter V. Seneca's First Union National Bank Experience 1991 - 1996
Job Partner at Securitas Global Risk Solutions, LLC
Industry Insurance
Experience
Securitas Global Risk Solutions January 2004 - Present
Euler Hermes ACI 1996 - 2004
First Union National Bank 1991 - 1996
Skills
Finance, Credit Risk, Financial Risk, Due Diligence, Insurance, Risk Management, Credit, Capital Markets, Mergers, Management, Financial Analysis, Analysis, Economics, Sales Management, Mergers & Acquisitions, Business Strategy, Corporate Finance, International Business, International Trade, Credit Insurance, Trade Credit Insurance, International Sales, Political Risk Analysis, global trade finance
Education
Tulane University - A.B. Freeman School of Business 1985 — 1989
BSM, Finance and Economics
Annandale High School 1980 — 1985
Securitas Global Risk Solutions January 2004 - Present
Euler Hermes ACI 1996 - 2004
First Union National Bank 1991 - 1996
Skills
Finance, Credit Risk, Financial Risk, Due Diligence, Insurance, Risk Management, Credit, Capital Markets, Mergers, Management, Financial Analysis, Analysis, Economics, Sales Management, Mergers & Acquisitions, Business Strategy, Corporate Finance, International Business, International Trade, Credit Insurance, Trade Credit Insurance, International Sales, Political Risk Analysis, global trade finance
Education
Tulane University - A.B. Freeman School of Business 1985 — 1989
BSM, Finance and Economics
Annandale High School 1980 — 1985
Greg Romine's First Union National Bank Experience January 2000 - December 2004
Job Senior Implementation Specialist at Black Mountain Systems
Industry Financial Services
Experience
Black Mountain Systems December 2013 - Present
Bank of America October 2012 - December 2013
Bank of America October 2005 - December 2013
Bank of America December 2004 - October 2005
First Union National Bank January 2000 - December 2004
Boeing / McDonnell Douglas Space and Defense Systems August 1996 - January 2000
McDonnell Douglas Space and Defense Systems March 1995 - August 1996
Analex Space Systems August 1993 - February 1995
Skills
Microsoft SQL Server, DTS, ETL, T-SQL, Database Queries, Data Quality, Database Triggers, Stored Procedures, OLTP, OLAP, Data Warehousing, SSIS, Microsoft Access, Microsoft Office, Microsoft Excel, Microsoft Word, SSRS, Informatica, HTML, SFDC, Visual Basic, Visual C++, Java, WebSphere MQ, Websphere, IIS, DB2, WSAD, Informatica Data Quality, Informatica IDQ/IDE, Consistency, Pay Close Attention to..., Pattern, SQL, Access
Education
University of Central Florida 1987 — 1993
Bachelor of Science (B.S.), Computer Engineering
Black Mountain Systems December 2013 - Present
Bank of America October 2012 - December 2013
Bank of America October 2005 - December 2013
Bank of America December 2004 - October 2005
First Union National Bank January 2000 - December 2004
Boeing / McDonnell Douglas Space and Defense Systems August 1996 - January 2000
McDonnell Douglas Space and Defense Systems March 1995 - August 1996
Analex Space Systems August 1993 - February 1995
Skills
Microsoft SQL Server, DTS, ETL, T-SQL, Database Queries, Data Quality, Database Triggers, Stored Procedures, OLTP, OLAP, Data Warehousing, SSIS, Microsoft Access, Microsoft Office, Microsoft Excel, Microsoft Word, SSRS, Informatica, HTML, SFDC, Visual Basic, Visual C++, Java, WebSphere MQ, Websphere, IIS, DB2, WSAD, Informatica Data Quality, Informatica IDQ/IDE, Consistency, Pay Close Attention to..., Pattern, SQL, Access
Education
University of Central Florida 1987 — 1993
Bachelor of Science (B.S.), Computer Engineering
Jo Ann Doyle's First Union National Bank Experience 1993 - 1998
Job Broker/Owner Carolinas Choice, Realtors
Industry Real Estate
Experience
Carolinas Choice, Realtors May 2003 - Present
Charlotte Regional Realtor Association January 2012 - December 2014
Charlotte Regional Realtor Association 2003 - 2009
RE/MAX Executive Realty June 2003 - December 2008
First Charlotte Properties February 1998 - June 2003
Wachovia Bank December 1979 - February 1998
First Union National Bank 1993 - 1998
Skills
Real Estate, Buyer Representation, Sellers, Relocation, Move Up Buyers, New Home Construction, Residential Homes, Investment Properties, Seniors, Commercial Real Estate, Real Estate Transactions, Condos, Property Management, Luxury, ABR, Real Property, Property, New Homes, Selling, New Home Sales, Single Family Homes, Listings, Foreclosures, SFR, HUD, Referrals, Townhomes, Buyers, Short Sales, REO, First Time Home Buyers, Relocation Buyers, e-PRO, Vacation Homes, Council of Residential..., Income Properties, Investors, Sales
Education
University of Georgia - Terry College of Business 1964 — 1968
BBA, Accounting
Southwest Miami Senior High School 1961 — 1964
College Prep, College Prep
Carolinas Choice, Realtors May 2003 - Present
Charlotte Regional Realtor Association January 2012 - December 2014
Charlotte Regional Realtor Association 2003 - 2009
RE/MAX Executive Realty June 2003 - December 2008
First Charlotte Properties February 1998 - June 2003
Wachovia Bank December 1979 - February 1998
First Union National Bank 1993 - 1998
Skills
Real Estate, Buyer Representation, Sellers, Relocation, Move Up Buyers, New Home Construction, Residential Homes, Investment Properties, Seniors, Commercial Real Estate, Real Estate Transactions, Condos, Property Management, Luxury, ABR, Real Property, Property, New Homes, Selling, New Home Sales, Single Family Homes, Listings, Foreclosures, SFR, HUD, Referrals, Townhomes, Buyers, Short Sales, REO, First Time Home Buyers, Relocation Buyers, e-PRO, Vacation Homes, Council of Residential..., Income Properties, Investors, Sales
Education
University of Georgia - Terry College of Business 1964 — 1968
BBA, Accounting
Southwest Miami Senior High School 1961 — 1964
College Prep, College Prep
Cissy Larkin Cissy Larkin's First Union National Bank Experience January 1996 - January 2000
Job Mortgage Management Professional
Industry Financial Services
Experience
American State Bank, Tyler, TX January 2014 - July 2015
Baytree National Bank & Trust Co. May 2012 - December 2013
LeaseTerm Insurance Group, LLC June 2011 - December 2011
Home State Bank / N.A. December 2009 - March 2011
2008 ComCor Mortgage a Division of Southport Bank March 2008 - November 2008
HLB Mortgage a division of American Home Mortgage 2003 - 2007
HLB Mortgage a division of American National Bank of Dekalb County September 2001 - September 2003
First Union National Bank January 1996 - January 2000
Marin Mortgage January 1991 - January 1995
Skills
Trust Services, Loans, Mortgage Lending, Mortgage Banking, Middle Market, Refinance, FHA, Underwriting, Banking, Real Estate, Loan Origination, Credit, Residential Mortgages, Sales, Finance, Management, Credit Analysis, Investment Properties
Education
University of Houston
American State Bank, Tyler, TX January 2014 - July 2015
Baytree National Bank & Trust Co. May 2012 - December 2013
LeaseTerm Insurance Group, LLC June 2011 - December 2011
Home State Bank / N.A. December 2009 - March 2011
2008 ComCor Mortgage a Division of Southport Bank March 2008 - November 2008
HLB Mortgage a division of American Home Mortgage 2003 - 2007
HLB Mortgage a division of American National Bank of Dekalb County September 2001 - September 2003
First Union National Bank January 1996 - January 2000
Marin Mortgage January 1991 - January 1995
Skills
Trust Services, Loans, Mortgage Lending, Mortgage Banking, Middle Market, Refinance, FHA, Underwriting, Banking, Real Estate, Loan Origination, Credit, Residential Mortgages, Sales, Finance, Management, Credit Analysis, Investment Properties
Education
University of Houston
Wendy Stiles-Tardieu Wendy Stiles-Tardieu's First Union National Bank Experience January 1998 - January 1999
Job Writer, English Instructor at Valencia College
Industry Writing and Editing
Experience
Valencia College August 2010 - Present
BANK OF AMERICA OPERATIONS CENTER November 1999 - April 2014
First Union National Bank January 1998 - January 1999
JO-ANN FABRICS January 1994 - January 1996
Skills
Creative Writing, Published Author, Fiction Writing, Editing, English Literature, English Composition, Screenwriting, Award-winning writer, Academic Writing, Essays, Literary Criticism, College Teaching, Self-publishing
Education
University of Central Florida 2006 — 2008
Master of Fine Arts (MFA), Creative Writing, 3.5
University of Central Florida 1999 — 2001
Bachelor's Degree, English, 3.0
Valencia Community College 1996 — 2001
Associate in Arts, English
Valencia College August 2010 - Present
BANK OF AMERICA OPERATIONS CENTER November 1999 - April 2014
First Union National Bank January 1998 - January 1999
JO-ANN FABRICS January 1994 - January 1996
Skills
Creative Writing, Published Author, Fiction Writing, Editing, English Literature, English Composition, Screenwriting, Award-winning writer, Academic Writing, Essays, Literary Criticism, College Teaching, Self-publishing
Education
University of Central Florida 2006 — 2008
Master of Fine Arts (MFA), Creative Writing, 3.5
University of Central Florida 1999 — 2001
Bachelor's Degree, English, 3.0
Valencia Community College 1996 — 2001
Associate in Arts, English
Maria. Colbert's First Union National Bank Experience 1996 - 2000
Job Vice President Securities Operations at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2012 - Present
JP Morgan May 2009 - April 2012
JP Morgan July 2008 - May 2009
JPMorgan Chase July 2003 - July 2008
First Union National Bank 1996 - 2000
Skills
Management, Investment Banking, Leadership, Securities Lending, Equities, Fixed Income, Derivatives, Securities, Capital Markets, Financial Modeling, Hedge Funds, Back Office
Education
Wilmington College 1998 — 2000
MBA, Business Administration and Management, General
University of Delaware 1993 — 1997
Bachelor of Science (B.S.), Biology, General
J.P. Morgan April 2012 - Present
JP Morgan May 2009 - April 2012
JP Morgan July 2008 - May 2009
JPMorgan Chase July 2003 - July 2008
First Union National Bank 1996 - 2000
Skills
Management, Investment Banking, Leadership, Securities Lending, Equities, Fixed Income, Derivatives, Securities, Capital Markets, Financial Modeling, Hedge Funds, Back Office
Education
Wilmington College 1998 — 2000
MBA, Business Administration and Management, General
University of Delaware 1993 — 1997
Bachelor of Science (B.S.), Biology, General
Patrick S. Kaplan's First Union National Bank Experience 1997 - 2000
Job Financial Analyst at Archway Marketing Services
Industry Accounting
Experience
Archway Marketing Services December 2012 - Present
Delhaize Group 2011 - 2012
ACN 2008 - 2011
First Charter 2006 - 2008
TIAA-CREF 2005 - 2006
Bank of America 2000 - 2005
First Union National Bank 1997 - 2000
Sunbelt Rentals 1996 - 1997
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, nVision, PeopleSoft, BondEdge, Bloomberg Terminal, Fecet, Crystal Reports, Sequel
Education
The University of Georgia
BS BusinesAdministration, Accounting
Archway Marketing Services December 2012 - Present
Delhaize Group 2011 - 2012
ACN 2008 - 2011
First Charter 2006 - 2008
TIAA-CREF 2005 - 2006
Bank of America 2000 - 2005
First Union National Bank 1997 - 2000
Sunbelt Rentals 1996 - 1997
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, nVision, PeopleSoft, BondEdge, Bloomberg Terminal, Fecet, Crystal Reports, Sequel
Education
The University of Georgia
BS BusinesAdministration, Accounting
Denise Rau's First Union National Bank Experience July 1988 - January 1991
Job President at Rau Financial Group, LLC
Industry Financial Services
Experience
Rau Financial Group, LLC January 2005 - Present
Guardian Life Insurance/Park Avenue Securities September 2001 - January 2005
JPMorgan Chase May 1992 - July 2001
First Union National Bank July 1988 - January 1991
First Rebublic Bank Dallas January 1984 - May 1988
Skills
Financial Risk, Strategic Financial..., Retirement Planning, Investments, Portfolio Management, Financial Analysis, Wealth Management, Series 7, Securities, Mutual Funds, Investment Advisory, Financial Advisory, Retirement, 401k, Estate Planning, Investment Strategies, Asset Allocation, Financial Planners, Alternative Investments, Investment Management, Asset Managment, Asset Management, FINRA, High Net Worth..., Wealth Management..., Equities, Small Business, Venture Capital, Wealth, Commercial Banking, IRAs, Insurance, Commercial Lending, Fixed Annuities, ETFs, 401k Rollovers, Life Insurance, Fixed Income, Financial Planning, Financial Services
Education
The University of Texas at Austin - Red McCombs School of Business 1981 — 1983
MBA, Accounting/Finance
Tulane University 1977 — 1981
Bachelor of Science (B.S.), Psychology
Rau Financial Group, LLC January 2005 - Present
Guardian Life Insurance/Park Avenue Securities September 2001 - January 2005
JPMorgan Chase May 1992 - July 2001
First Union National Bank July 1988 - January 1991
First Rebublic Bank Dallas January 1984 - May 1988
Skills
Financial Risk, Strategic Financial..., Retirement Planning, Investments, Portfolio Management, Financial Analysis, Wealth Management, Series 7, Securities, Mutual Funds, Investment Advisory, Financial Advisory, Retirement, 401k, Estate Planning, Investment Strategies, Asset Allocation, Financial Planners, Alternative Investments, Investment Management, Asset Managment, Asset Management, FINRA, High Net Worth..., Wealth Management..., Equities, Small Business, Venture Capital, Wealth, Commercial Banking, IRAs, Insurance, Commercial Lending, Fixed Annuities, ETFs, 401k Rollovers, Life Insurance, Fixed Income, Financial Planning, Financial Services
Education
The University of Texas at Austin - Red McCombs School of Business 1981 — 1983
MBA, Accounting/Finance
Tulane University 1977 — 1981
Bachelor of Science (B.S.), Psychology
Lamar Kaleel's First Union National Bank Experience May 1985 - June 1996
Job Senior Credit Officer at American Enterprise Bank of Florida
Industry Banking
Experience
American Enterprise Bank of Florida February 2009 - Present
American Enterprise Bank of Florida October 2007 - February 2009
Mercantile Bank September 2005 - September 2007
Merrill Lynch January 2004 - September 2005
SouthTrust Bank June 1999 - January 2004
Compass Bank June 1996 - June 1999
First Union National Bank May 1985 - June 1996
Skills
Credit, Finance, Loans, Banking, Commercial Banking, Mergers & Acquisitions, Investments, Cash Management, Financial Services, Portfolio Management, Real Estate
Education
University of North Florida - College of Business Administration 1986 — 1990
MBA, Banking/Finance
University of Florida - Warrington College Of Business 1978 — 1982
Bachelor of Science, Business Administration, Marketing, Finance
American Enterprise Bank of Florida February 2009 - Present
American Enterprise Bank of Florida October 2007 - February 2009
Mercantile Bank September 2005 - September 2007
Merrill Lynch January 2004 - September 2005
SouthTrust Bank June 1999 - January 2004
Compass Bank June 1996 - June 1999
First Union National Bank May 1985 - June 1996
Skills
Credit, Finance, Loans, Banking, Commercial Banking, Mergers & Acquisitions, Investments, Cash Management, Financial Services, Portfolio Management, Real Estate
Education
University of North Florida - College of Business Administration 1986 — 1990
MBA, Banking/Finance
University of Florida - Warrington College Of Business 1978 — 1982
Bachelor of Science, Business Administration, Marketing, Finance
Cindy McGoldrick's First Union National Bank Experience March 2000 - March 2001
Job Sales and Service Officer at BB&T
Industry Banking
Experience
BB&T January 2013 - Present
BB&T January 2009 - December 2012
BB&T June 2006 - January 2009
SunMark Community Bank September 2003 - January 2006
UBS Paine Webber March 2001 - November 2002
First Union National Bank March 2000 - March 2001
SunTrust Bank November 1995 - March 2000
Bank South November 1994 - November 1995
Bank of America April 1986 - November 1994
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Underwriting, Credit, Portfolio Management, Problem Loan Management, Real Estate Sales, Financial Advisor, Real Estate, Loans
Education
Stonier Graduate School of Banking 1997 — 1999
Banking and Financial Support Services
University of Central Florida - College of Business Administration 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
BB&T January 2013 - Present
BB&T January 2009 - December 2012
BB&T June 2006 - January 2009
SunMark Community Bank September 2003 - January 2006
UBS Paine Webber March 2001 - November 2002
First Union National Bank March 2000 - March 2001
SunTrust Bank November 1995 - March 2000
Bank South November 1994 - November 1995
Bank of America April 1986 - November 1994
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Underwriting, Credit, Portfolio Management, Problem Loan Management, Real Estate Sales, Financial Advisor, Real Estate, Loans
Education
Stonier Graduate School of Banking 1997 — 1999
Banking and Financial Support Services
University of Central Florida - College of Business Administration 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Elaine Ingebritson's First Union National Bank Experience February 1987 - January 1995
Job Innovation & NPI Manager at GE Capital
Industry Financial Services
Experience
GE Capital February 2009 - Present
GE Healthcare Financial Services September 2005 - February 2009
GE Healthcare Financial Services August 2003 - September 2005
Allfirst Bank (acquired by M&T Bank) January 1995 - March 2003
First Union National Bank February 1987 - January 1995
First Union National Bank of Florida 1984 - 1987
RepublicBank Spring Branch, Houston, TX 1982 - 1984
First Bank South Dakota 1979 - 1981
Skills
Product Development, Risk Management, Strategic Planning, Credit, Underwriting, Research Project..., Innovation, Innovation Management, Product Innovation, Innovator, Innovation Development, Problem Solving, Workshop Facilitation, Project Management, Product Marketing, Product Management, Business Development, Financial Services, Analysis, Commercial Banking, Program Management, Banking, Operations Management, Start-ups, Software Documentation, Change Management, Six Sigma, Marketing, Business Process..., Process Improvement, Forecasting, Portfolio Management, Cross-functional Team..., New Business Development, Commercial Lending, Team Building, Business Strategy, Business Planning, Pricing, Management, Competitive Analysis, Process Engineering, Pricing Strategy, Leadership, Loans, Vendor Management
Education
The University of South Dakota 1975 — 1979
Bachelor of Science (B.S.), Business Administration and Management, General
GE Capital February 2009 - Present
GE Healthcare Financial Services September 2005 - February 2009
GE Healthcare Financial Services August 2003 - September 2005
Allfirst Bank (acquired by M&T Bank) January 1995 - March 2003
First Union National Bank February 1987 - January 1995
First Union National Bank of Florida 1984 - 1987
RepublicBank Spring Branch, Houston, TX 1982 - 1984
First Bank South Dakota 1979 - 1981
Skills
Product Development, Risk Management, Strategic Planning, Credit, Underwriting, Research Project..., Innovation, Innovation Management, Product Innovation, Innovator, Innovation Development, Problem Solving, Workshop Facilitation, Project Management, Product Marketing, Product Management, Business Development, Financial Services, Analysis, Commercial Banking, Program Management, Banking, Operations Management, Start-ups, Software Documentation, Change Management, Six Sigma, Marketing, Business Process..., Process Improvement, Forecasting, Portfolio Management, Cross-functional Team..., New Business Development, Commercial Lending, Team Building, Business Strategy, Business Planning, Pricing, Management, Competitive Analysis, Process Engineering, Pricing Strategy, Leadership, Loans, Vendor Management
Education
The University of South Dakota 1975 — 1979
Bachelor of Science (B.S.), Business Administration and Management, General
Chris Clipper's First Union National Bank Experience September 2004 - July 2005
Job Senior Solutions Consultant at Black Duck Software
Industry Computer Software
Experience
Black Duck Software August 2008 - Present
Black Duck Software May 2013 - October 2014
Office of the Comptroller of the Currency November 2006 - July 2007
FDIC May 2006 - November 2006
USDA February 2005 - February 2006
First Union National Bank September 2004 - July 2005
USDA June 2004 - February 2005
Zone Trading October 2003 - January 2004
Joule Software June 2003 - October 2003
The 401(k) Company January 2003 - April 2003
Education
University of Cincinnati College of Business 1982 — 1988
Black Duck Software August 2008 - Present
Black Duck Software May 2013 - October 2014
Office of the Comptroller of the Currency November 2006 - July 2007
FDIC May 2006 - November 2006
USDA February 2005 - February 2006
First Union National Bank September 2004 - July 2005
USDA June 2004 - February 2005
Zone Trading October 2003 - January 2004
Joule Software June 2003 - October 2003
The 401(k) Company January 2003 - April 2003
Education
University of Cincinnati College of Business 1982 — 1988
Courtney A. Shipp's First Union National Bank Experience 1998 - 2002
Job Attorney, U.S. Tax Counsel Group, General Motors
Industry Law Practice
Experience
General Motors Company November 2013 - Present
General Motors Company February 2012 - November 2013
Tax Resources Unlimited, LLC October 2009 - February 2012
Shipp Consulting 2002 - October 2009
First Union National Bank 1998 - 2002
Skills
International Taxation, Corporate Tax, Corporate Tax Return..., Tax Reporting, State and Local Taxation, Negotiation, Strategic Planning, Mortgage Lending, Banking, Loans, Credit, Risk Management, Mortgage Banking, Consumer Lending, Financial Risk
Education
Thomas M. Cooley Law School 2009 — 2011
Master of Laws (LL.M.), Taxation
Thomas M. Cooley Law School 2005 — 2009
Doctor of Law (J.D.), Law
University of North Carolina at Chapel Hill
Bachelor's Degree, Business Administration and Management, General
General Motors Company November 2013 - Present
General Motors Company February 2012 - November 2013
Tax Resources Unlimited, LLC October 2009 - February 2012
Shipp Consulting 2002 - October 2009
First Union National Bank 1998 - 2002
Skills
International Taxation, Corporate Tax, Corporate Tax Return..., Tax Reporting, State and Local Taxation, Negotiation, Strategic Planning, Mortgage Lending, Banking, Loans, Credit, Risk Management, Mortgage Banking, Consumer Lending, Financial Risk
Education
Thomas M. Cooley Law School 2009 — 2011
Master of Laws (LL.M.), Taxation
Thomas M. Cooley Law School 2005 — 2009
Doctor of Law (J.D.), Law
University of North Carolina at Chapel Hill
Bachelor's Degree, Business Administration and Management, General
Cai Levesque's First Union National Bank Experience 1996 - 2000
Job Teacher at Madawaska School Department
Industry Education Management
Experience
Madawaska School Department August 2004 - Present
First Union National Bank 1996 - 2000
Skills
Curriculum Design, Teaching, Curriculum Development, Lesson Planning, Classroom Management, Classroom, Tutoring, Educational Technology, Elementary Education, Literacy, Differentiated..., K-12, Special Education, Public Speaking, ESL, Instructional Design
Education
University of New England 2010 — 2012
Master of Science (M.S.), Education
University of Maine 1984 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Madawaska School Department August 2004 - Present
First Union National Bank 1996 - 2000
Skills
Curriculum Design, Teaching, Curriculum Development, Lesson Planning, Classroom Management, Classroom, Tutoring, Educational Technology, Elementary Education, Literacy, Differentiated..., K-12, Special Education, Public Speaking, ESL, Instructional Design
Education
University of New England 2010 — 2012
Master of Science (M.S.), Education
University of Maine 1984 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Dennie McGarry's First Union National Bank Experience 1992 - 1994
Job Vice President of Sales at Vertex Innovations, Inc.
Industry Telecommunications
Experience
Vertex Innovations, Inc. August 2015 - Present
Causely, Inc. May 2015 - August 2015
Zen Planner July 2011 - July 2015
Pendum LLC May 2010 - May 2011
Denver Area Council, Boy Scouts of America January 2009 - May 2010
Denver Area Council, Boy Scouts of America May 2005 - December 2008
Mecklenburg County Council, Boy Scouts of America January 2000 - May 2005
First Union National Bank 1992 - 1994
Skills
Operations Management, Quality Assurance, Process Improvement, Customer Retention, Customer Service, Leadership, Management, Sales, Sales Management, Strategic Planning, Team Building, Leadership Development, Team Leadership, Fundraising, Strategy, Marketing, CRM, Training, Relationship Management, Non-profits, Project Management, Business Analysis, Customer Satisfaction, Logistics, Program Management, Business Strategy, Public Speaking, Coaching, Recruiting, Team Management, Event Management
Education
University of Colorado Denver 2006 — 2008
MBA, Marketing Track
Wake Forest University School of Business 2004 — 2005
Transfer, MBA
University of North Carolina at Chapel Hill 1988 — 1992
BA, Economics, Minor in Business Administration
Vertex Innovations, Inc. August 2015 - Present
Causely, Inc. May 2015 - August 2015
Zen Planner July 2011 - July 2015
Pendum LLC May 2010 - May 2011
Denver Area Council, Boy Scouts of America January 2009 - May 2010
Denver Area Council, Boy Scouts of America May 2005 - December 2008
Mecklenburg County Council, Boy Scouts of America January 2000 - May 2005
First Union National Bank 1992 - 1994
Skills
Operations Management, Quality Assurance, Process Improvement, Customer Retention, Customer Service, Leadership, Management, Sales, Sales Management, Strategic Planning, Team Building, Leadership Development, Team Leadership, Fundraising, Strategy, Marketing, CRM, Training, Relationship Management, Non-profits, Project Management, Business Analysis, Customer Satisfaction, Logistics, Program Management, Business Strategy, Public Speaking, Coaching, Recruiting, Team Management, Event Management
Education
University of Colorado Denver 2006 — 2008
MBA, Marketing Track
Wake Forest University School of Business 2004 — 2005
Transfer, MBA
University of North Carolina at Chapel Hill 1988 — 1992
BA, Economics, Minor in Business Administration
Brian Lyles's First Union National Bank Experience May 1999 - August 2003
Job Sales Manager at Verizon Wireless
Industry Wireless
Experience
Verizon Wireless April 2012 - Present
Verizon Wireless June 2013 - July 2013
Verizon Wireless March 2008 - March 2012
Verizon Wireless October 2006 - February 2008
Verizon Wireless November 2005 - September 2006
First Union National Bank May 1999 - August 2003
Skills
Customer Retention, Mobile Devices, Direct Sales, Wireless, Telecommunications, Account Management, Budgets, CRM, Customer Service, Leadership, Management, Retail, Sales, Sales Management, Sales Operations, Solution Selling, Strategic Planning, Team Building, Team Leadership, Time Management
Education
The University of Memphis 2013 — 2014
Executive MBA
University of Tennessee at Martin
Bachelor of Business Administration (BBA), Marketing/Marketing Management
Verizon Wireless April 2012 - Present
Verizon Wireless June 2013 - July 2013
Verizon Wireless March 2008 - March 2012
Verizon Wireless October 2006 - February 2008
Verizon Wireless November 2005 - September 2006
First Union National Bank May 1999 - August 2003
Skills
Customer Retention, Mobile Devices, Direct Sales, Wireless, Telecommunications, Account Management, Budgets, CRM, Customer Service, Leadership, Management, Retail, Sales, Sales Management, Sales Operations, Solution Selling, Strategic Planning, Team Building, Team Leadership, Time Management
Education
The University of Memphis 2013 — 2014
Executive MBA
University of Tennessee at Martin
Bachelor of Business Administration (BBA), Marketing/Marketing Management
Mich Engleman's First Union National Bank Experience August 1992 - May 1997
Job Supervisor at Lynx Services
Industry Financial Services
Experience
Lynx Services April 2012 - Present
Making Strides Against Breast Cancer 2009 - Present
Cattle Barons' Ball 2007 - Present
Board Member, American Cancer Society 2007 - Present
Engleman Wealth Management September 2009 - April 2012
UBS Wealth Management September 2007 - April 2009
Blue March 2003 - September 2007
Lee County Automotive Funding Group October 1997 - January 2003
First Union National Bank August 1992 - May 1997
Skills
Estate Planning, Retirement Planning, Wealth Management, Investments, Strategic Financial..., Strategic Planning, Management
Education
University of Florida 1990 — 1992
Bachelor of Science, Finance, General, 3.3
Pine View
Sarasota High School
The University of Texas at Austin
Lynx Services April 2012 - Present
Making Strides Against Breast Cancer 2009 - Present
Cattle Barons' Ball 2007 - Present
Board Member, American Cancer Society 2007 - Present
Engleman Wealth Management September 2009 - April 2012
UBS Wealth Management September 2007 - April 2009
Blue March 2003 - September 2007
Lee County Automotive Funding Group October 1997 - January 2003
First Union National Bank August 1992 - May 1997
Skills
Estate Planning, Retirement Planning, Wealth Management, Investments, Strategic Financial..., Strategic Planning, Management
Education
University of Florida 1990 — 1992
Bachelor of Science, Finance, General, 3.3
Pine View
Sarasota High School
The University of Texas at Austin
Karen Karch's First Union National Bank Experience September 1986 - June 2001
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America September 1986 - Present
First Union National Bank September 1986 - June 2001
CoreStates Bank of Delaware 1986 - 1998
Education
University of Delaware 1975 — 1979
Bank of America September 1986 - Present
First Union National Bank September 1986 - June 2001
CoreStates Bank of Delaware 1986 - 1998
Education
University of Delaware 1975 — 1979
Paul Selig's First Union National Bank Experience March 1998 - February 2000
Job Solutions Engineer II at Teradata Corporation
Industry Computer Software
Experience
Teradata Corporation April 2005 - Present
Electrolux Home Products January 2002 - September 2004
Microsoft February 2000 - January 2001
First Union National Bank March 1998 - February 2000
NCR July 1994 - March 1998
University of Dayton January 1989 - March 1994
Skills
Virtualization, TCP/IP, System Administration, Hardware, Operating Systems, Troubleshooting, Data Center, SQL, Network Security, VMware, Process Improvement, Linux, Notary Public, Software Development, Web Development, MCSE 2003, Suse, Teradata, Data Warehousing, Microsoft SQL Server, MySQL, Customer Support, Programming, Networking, Unix Operating Systems, Technical Support, Cisco Technologies, Servers, Unix, Business Intelligence
Education
University of Dayton 1985 — 1993
Bachelor of Science (B.S.), Computer Systems Analysis
Teradata Corporation April 2005 - Present
Electrolux Home Products January 2002 - September 2004
Microsoft February 2000 - January 2001
First Union National Bank March 1998 - February 2000
NCR July 1994 - March 1998
University of Dayton January 1989 - March 1994
Skills
Virtualization, TCP/IP, System Administration, Hardware, Operating Systems, Troubleshooting, Data Center, SQL, Network Security, VMware, Process Improvement, Linux, Notary Public, Software Development, Web Development, MCSE 2003, Suse, Teradata, Data Warehousing, Microsoft SQL Server, MySQL, Customer Support, Programming, Networking, Unix Operating Systems, Technical Support, Cisco Technologies, Servers, Unix, Business Intelligence
Education
University of Dayton 1985 — 1993
Bachelor of Science (B.S.), Computer Systems Analysis
Barbara Casulli's First Union National Bank Experience June 1986 - April 2001
Job Sr. Director at McGladrey
Industry Accounting
Experience
McGladrey April 2008 - Present
KPMG LLP 2001 - 2008
First Union National Bank June 1986 - April 2001
Skills
Financial Reporting, Strategy, Business Strategy, Marketing Communications, Marketing, Marketing Strategy, Strategic Planning, Accounting, Financial Analysis, Due Diligence, Management, Management Consulting, Budgets, Mergers & Acquisitions, Thought Leadership
Education
University of Delaware 1982 — 1986
Bachelor of Science (B.S.), Management
McGladrey April 2008 - Present
KPMG LLP 2001 - 2008
First Union National Bank June 1986 - April 2001
Skills
Financial Reporting, Strategy, Business Strategy, Marketing Communications, Marketing, Marketing Strategy, Strategic Planning, Accounting, Financial Analysis, Due Diligence, Management, Management Consulting, Budgets, Mergers & Acquisitions, Thought Leadership
Education
University of Delaware 1982 — 1986
Bachelor of Science (B.S.), Management
Melissa Malmberg's First Union National Bank Experience March 1992 - September 1995
Job Real Estate Agent at Keller Williams Atlanta North
Industry Banking
Experience
Keller Williams Atlanta North June 2013 - Present
First Union National Bank March 1992 - September 1995
Frost Bank 1983 - 1990
Skills
Credit, Loans, Banking, Retail Banking, Credit Analysis, Commercial Banking, Real Estate License, Investments, FHA, Real Estate Transactions, First Time Home Buyers, Investment Properties, Commercial Real Estate, Real Estate, Referrals, Foreclosures, Investors, REO, Short Sales, New Home Sales, Relocation, Single Family Homes
Education
Trinity University 1978 — 1982
Bachelor of Science (B.S.), Business and Geology
Highland Park High School 1974 — 1978
High School Diploma
Keller Williams Atlanta North June 2013 - Present
First Union National Bank March 1992 - September 1995
Frost Bank 1983 - 1990
Skills
Credit, Loans, Banking, Retail Banking, Credit Analysis, Commercial Banking, Real Estate License, Investments, FHA, Real Estate Transactions, First Time Home Buyers, Investment Properties, Commercial Real Estate, Real Estate, Referrals, Foreclosures, Investors, REO, Short Sales, New Home Sales, Relocation, Single Family Homes
Education
Trinity University 1978 — 1982
Bachelor of Science (B.S.), Business and Geology
Highland Park High School 1974 — 1978
High School Diploma
Gilbert J Pomar III's First Union National Bank Experience 1987 - 1999
Job Market President at CenterState Bank of Florida
Industry Banking
Experience
CenterState Bank of Florida July 2011 - Present
The Jacksonville Bank 1999 - 2011
First Union National Bank 1987 - 1999
First National Bank of Chicago 1983 - 1987
Barnett Bank of Palm Beach County 1982 - 1984
Education
University of Florida 1978 — 1982
BS, Finance
The Bolles School 1972 — 1978
CenterState Bank of Florida July 2011 - Present
The Jacksonville Bank 1999 - 2011
First Union National Bank 1987 - 1999
First National Bank of Chicago 1983 - 1987
Barnett Bank of Palm Beach County 1982 - 1984
Education
University of Florida 1978 — 1982
BS, Finance
The Bolles School 1972 — 1978
Laura Bogan's First Union National Bank Experience January 1993 - August 1997
Job Asst. General Counsel (Employment Law) at The Home Depot
Industry Law Practice
Experience
The Home Depot September 2003 - Present
Alston & Bird LLP August 2000 - August 2003
First Union National Bank January 1993 - August 1997
Education
University of Georgia School of Law 1997 — 2000
JD
The University of Georgia 1989 — 1992
BA
The Home Depot September 2003 - Present
Alston & Bird LLP August 2000 - August 2003
First Union National Bank January 1993 - August 1997
Education
University of Georgia School of Law 1997 — 2000
JD
The University of Georgia 1989 — 1992
BA
Scott Leavitt, CCM's First Union National Bank Experience January 1997 - February 2000
Job Senior Vice President, Healthcare Treasury Management
Industry Banking
Experience
Wells Fargo March 2012 - Present
Wachovia/Wells Fargo December 2009 - March 2012
Symcor March 2008 - November 2009
Symcor LP March 2008 - November 2009
Market Intelligence and May 2001 - December 2007
Wachovia Treasury Services December 1985 - December 2007
Wachovia Bank, Charlotte January 1985 - December 2007
Wachovia Bank 1985 - 2007
Wachovia February 2000 - March 2001
First Union National Bank January 1997 - February 2000
Skills
Treasury Management, Treasury Services, Commercial Banking, Cash Management, Banking, Cross-functional Team..., Product Marketing, Credit Risk, Payments, Cross Selling, Leadership, Relationship Management, Financial Services
Education
University of Connecticut 1975 — 1979
BA, Economics
University of Connecticut 1975 — 1979
BA, Economics
University of Connecticut
Bachelor of Arts, Economics
Wells Fargo March 2012 - Present
Wachovia/Wells Fargo December 2009 - March 2012
Symcor March 2008 - November 2009
Symcor LP March 2008 - November 2009
Market Intelligence and May 2001 - December 2007
Wachovia Treasury Services December 1985 - December 2007
Wachovia Bank, Charlotte January 1985 - December 2007
Wachovia Bank 1985 - 2007
Wachovia February 2000 - March 2001
First Union National Bank January 1997 - February 2000
Skills
Treasury Management, Treasury Services, Commercial Banking, Cash Management, Banking, Cross-functional Team..., Product Marketing, Credit Risk, Payments, Cross Selling, Leadership, Relationship Management, Financial Services
Education
University of Connecticut 1975 — 1979
BA, Economics
University of Connecticut 1975 — 1979
BA, Economics
University of Connecticut
Bachelor of Arts, Economics
Kelly Leed's First Union National Bank Experience 1999 - 2000
Job Listing Coordinator at Premier Sotheby's International Realty
Industry Real Estate
Experience
Premier Sotheby's International Realty September 2015 - Present
Roost Real Estate™ January 2014 - July 2015
Re/Max Executive at the Lake December 2012 - December 2013
Green Systems, LLC. 2010 - 2011
Wachovia 2001 - 2003
First Union National Bank 1999 - 2000
Fifth Third Bank 1995 - 1999
Skills
Single Family Homes, Real Estate, Retail Banking, New Home Sales, Sellers, Investment Properties, Buyers, Buyer Representation, Loans, Banking, Credit, Commercial Banking, First Time Home Buyers, Short Sales, Relocation, Foreclosures, REO, Real Estate Transactions, Referrals, Sales
Education
University of Dayton 1989 — 2003
Bachelor of Arts (B.A.), English Language and Literature/Letters
Premier Sotheby's International Realty September 2015 - Present
Roost Real Estate™ January 2014 - July 2015
Re/Max Executive at the Lake December 2012 - December 2013
Green Systems, LLC. 2010 - 2011
Wachovia 2001 - 2003
First Union National Bank 1999 - 2000
Fifth Third Bank 1995 - 1999
Skills
Single Family Homes, Real Estate, Retail Banking, New Home Sales, Sellers, Investment Properties, Buyers, Buyer Representation, Loans, Banking, Credit, Commercial Banking, First Time Home Buyers, Short Sales, Relocation, Foreclosures, REO, Real Estate Transactions, Referrals, Sales
Education
University of Dayton 1989 — 2003
Bachelor of Arts (B.A.), English Language and Literature/Letters
Dana Trumpower's First Union National Bank Experience October 1994 - July 1996
Job Event Planner
Industry Nonprofit Organization Management
Experience
Girl Scouts, Hornets' Nest Council August 2002 - June 2015
Living Saviour Lutheran Church August 2008 - June 2010
Sweet Celebrations July 2001 - January 2009
Home-based Creative Memories Business July 1997 - July 1998
Adecco Group November 1996 - April 1997
Just Fresh Bakery Cafe Market July 1996 - November 1996
First Union National Bank October 1994 - July 1996
Museum of Fine Arts, Boston April 1993 - July 1994
Skills
Event Planning, Research, Microsoft Office, Customer Service, Social Media, Hospitality, Event Management, Teaching, Training, Lesson Planning, Travel Planning, Financial Reporting, Inventory Management
Education
Tufts University 1989 — 1992
BA, Art History
Girl Scouts, Hornets' Nest Council August 2002 - June 2015
Living Saviour Lutheran Church August 2008 - June 2010
Sweet Celebrations July 2001 - January 2009
Home-based Creative Memories Business July 1997 - July 1998
Adecco Group November 1996 - April 1997
Just Fresh Bakery Cafe Market July 1996 - November 1996
First Union National Bank October 1994 - July 1996
Museum of Fine Arts, Boston April 1993 - July 1994
Skills
Event Planning, Research, Microsoft Office, Customer Service, Social Media, Hospitality, Event Management, Teaching, Training, Lesson Planning, Travel Planning, Financial Reporting, Inventory Management
Education
Tufts University 1989 — 1992
BA, Art History
Steve Nodine's First Union National Bank Experience July 1997 - January 2002
Job Broker Associate at McGraw Realtors
Industry Real Estate
Experience
McGraw Realtors February 2013 - Present
SB Holdings LLC January 2002 - February 2013
Destiny Ventures, LLC January 2002 - February 2013
First Union National Bank July 1997 - January 2002
FGB Realty Advisors/ First Nationwide Bank February 1994 - June 1997
Skills
Foreclosures, Real Estate Investment..., Real Estate Broker in..., Property Management, REO, Investment Properties, Selling, Real Estate, Investors, Real Estate Transactions, Evictions, Sellers, Single Family Homes, Short Sales, Portfolio Management, Banking, Marketing, First Time Home Buyers, HUD, Income Properties, Loss Mitigation, Property, Real Estate Financing, Residential Homes, Disposition, FHA, Real Estate Economics, Rentals, Brokerage, Real Estate Development
Education
Tulsa Community College 1983 — 1985
Accounting, Business
McGraw Realtors February 2013 - Present
SB Holdings LLC January 2002 - February 2013
Destiny Ventures, LLC January 2002 - February 2013
First Union National Bank July 1997 - January 2002
FGB Realty Advisors/ First Nationwide Bank February 1994 - June 1997
Skills
Foreclosures, Real Estate Investment..., Real Estate Broker in..., Property Management, REO, Investment Properties, Selling, Real Estate, Investors, Real Estate Transactions, Evictions, Sellers, Single Family Homes, Short Sales, Portfolio Management, Banking, Marketing, First Time Home Buyers, HUD, Income Properties, Loss Mitigation, Property, Real Estate Financing, Residential Homes, Disposition, FHA, Real Estate Economics, Rentals, Brokerage, Real Estate Development
Education
Tulsa Community College 1983 — 1985
Accounting, Business
Gregory Renaghan's First Union National Bank Experience 1992 - 1999
Job Risk Consultant, Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Home Mortgage 2010 - Present
Wells Fargo Home Mortgage 2008 - 2010
Wachovia Bank 2001 - 2008
Wachovia Bank, NA 1999 - 2001
First Union National Bank 1992 - 1999
Security First Federal Savings and Loan 1986 - 1992
Skills
Credit Risk, Banking, Financial Analysis, Risk Management, Financial Risk, Credit, Portfolio Management, Credit Analysis
Education
University of Central Florida - College of Business Administration
BSBA, Finance
St. Pius X
St. Pius X
Wells Fargo Home Mortgage 2010 - Present
Wells Fargo Home Mortgage 2008 - 2010
Wachovia Bank 2001 - 2008
Wachovia Bank, NA 1999 - 2001
First Union National Bank 1992 - 1999
Security First Federal Savings and Loan 1986 - 1992
Skills
Credit Risk, Banking, Financial Analysis, Risk Management, Financial Risk, Credit, Portfolio Management, Credit Analysis
Education
University of Central Florida - College of Business Administration
BSBA, Finance
St. Pius X
St. Pius X
Cindy Boatright's First Union National Bank Experience 2001 - 2004
Job VP Compliance & Operations at Heritage Bank
Industry Banking
Experience
Heritage Bank January 2010 - Present
Wachovia Bank September 2007 - November 2008
Wachovia Bank September 1974 - November 2008
Wachovia Bank 2005 - 2007
First Union National Bank 2001 - 2004
First Union National Bank 1997 - 2001
First Union National Bank 1990 - 1997
Skills
Leadership, Banking, Strategic Planning, Sales, KYC, Process Improvement, Mergers, Management, Loans, Project Management, Credit, Project Planning, Risk Management, Security, Financial Risk, Retail Banking, Finance, Commercial Lending, Operational Risk..., Sales Management, AML, Mortgage Lending, Business Continuity, Internal Audit, Credit Risk, Consumer Lending, Credit Analysis, Mergers & Acquisitions, Commercial Banking, Integration, Retail, Internal Controls, Portfolio Management, Financial Services, Small Business Lending, Bank Secrecy Act
Education
University of Florida 1972 — 1976
BSBA, Business, Banking & Finance
Heritage Bank January 2010 - Present
Wachovia Bank September 2007 - November 2008
Wachovia Bank September 1974 - November 2008
Wachovia Bank 2005 - 2007
First Union National Bank 2001 - 2004
First Union National Bank 1997 - 2001
First Union National Bank 1990 - 1997
Skills
Leadership, Banking, Strategic Planning, Sales, KYC, Process Improvement, Mergers, Management, Loans, Project Management, Credit, Project Planning, Risk Management, Security, Financial Risk, Retail Banking, Finance, Commercial Lending, Operational Risk..., Sales Management, AML, Mortgage Lending, Business Continuity, Internal Audit, Credit Risk, Consumer Lending, Credit Analysis, Mergers & Acquisitions, Commercial Banking, Integration, Retail, Internal Controls, Portfolio Management, Financial Services, Small Business Lending, Bank Secrecy Act
Education
University of Florida 1972 — 1976
BSBA, Business, Banking & Finance
Jason Hurdle's First Union National Bank Experience 1998 - 2000
Job Vice President Fixed Income Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2015 - Present
KGS-Alpha Capital Markets, L.P. June 2012 - July 2015
Raymond James Financial May 2008 - June 2012
FTN Financial February 2004 - May 2008
GMAC-RFC February 2000 - February 2004
First Union National Bank 1998 - 2000
Skills
ABS, MBS, Capital Markets, Bonds, Series 7, CDO, Bloomberg, Portfolio Management, CMBS, Hedge Funds, Securitization, Structured Products, Securities, Asset Managment, Alternative Investments, Series 63, Structured Finance, Trading, Equities, Derivatives
Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Securities July 2015 - Present
KGS-Alpha Capital Markets, L.P. June 2012 - July 2015
Raymond James Financial May 2008 - June 2012
FTN Financial February 2004 - May 2008
GMAC-RFC February 2000 - February 2004
First Union National Bank 1998 - 2000
Skills
ABS, MBS, Capital Markets, Bonds, Series 7, CDO, Bloomberg, Portfolio Management, CMBS, Hedge Funds, Securitization, Structured Products, Securities, Asset Managment, Alternative Investments, Series 63, Structured Finance, Trading, Equities, Derivatives
Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), Finance, General
Karen Potts's First Union National Bank Experience 1995 - 1998
Job Construction Loan Administrator at Florida Capital Bank
Industry Banking
Experience
Florida Capital Bank July 2005 - Present
Florida Capital Bank Mortgage January 2013 - June 2013
Florida Capital Bank March 2009 - February 2013
Florida Capital Bank July 2005 - November 2012
Stampin' Up! 2006 - 2010
The South Financial Group February 2004 - July 2005
First Union National Bank 1995 - 1998
Barnett Bank 1992 - 1995
Dominion Bank 1982 - 1992
Skills
Loans, Budget, Financial Risk, Time Management, Credit, Banking, Credit Analysis, Financial Analysis, Customer Service, Real Estate, Underwriting, Microsoft Excel, Commercial Lending, Risk Management, Budgets, Commercial Real Estate, Sales Management, Loan Origination, Consumer Lending, Small Business Lending, Construction Loans
Education
Tidewater Community College 1983 — 1984
Florida Capital Bank July 2005 - Present
Florida Capital Bank Mortgage January 2013 - June 2013
Florida Capital Bank March 2009 - February 2013
Florida Capital Bank July 2005 - November 2012
Stampin' Up! 2006 - 2010
The South Financial Group February 2004 - July 2005
First Union National Bank 1995 - 1998
Barnett Bank 1992 - 1995
Dominion Bank 1982 - 1992
Skills
Loans, Budget, Financial Risk, Time Management, Credit, Banking, Credit Analysis, Financial Analysis, Customer Service, Real Estate, Underwriting, Microsoft Excel, Commercial Lending, Risk Management, Budgets, Commercial Real Estate, Sales Management, Loan Origination, Consumer Lending, Small Business Lending, Construction Loans
Education
Tidewater Community College 1983 — 1984
John Pacek's First Union National Bank Experience 1988 - 2002
Job AVP; Application Systems Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Bank January 2009 - Present
Wachovia, A Wells Fargo Company January 2002 - December 2008
First Union National Bank 1988 - 2002
Independent Life 1983 - 1988
Compu South 1980 - 1982
Skills
Mainframe Applications, COBOL, DB2/SQL, Mainframe, JCL, CICS, Requirements Gathering, Systems Analysis, Visio, SDLC
Education
University of Florida - Warrington College of Business Administration 1974 — 1978
BSBA, Marketing
Wells Fargo Bank January 2009 - Present
Wachovia, A Wells Fargo Company January 2002 - December 2008
First Union National Bank 1988 - 2002
Independent Life 1983 - 1988
Compu South 1980 - 1982
Skills
Mainframe Applications, COBOL, DB2/SQL, Mainframe, JCL, CICS, Requirements Gathering, Systems Analysis, Visio, SDLC
Education
University of Florida - Warrington College of Business Administration 1974 — 1978
BSBA, Marketing
Joyce Hanks's First Union National Bank Experience January 1990 - August 1996
Job Human Resources and Accounting at 2Guys Business Ventures, Inc (The Storage Group)
Industry Information Technology and Services
Experience
2Guys Business Ventures, Inc May 2012 - Present
SunTrust Bank April 2009 - May 2012
Allegis Group (aka Aerotek, Teksystems, Maxim Group) August 1996 - October 2001
First Union National Bank January 1990 - August 1996
Skills
Customer Service, Social Media Marketing, Accounting, Microsoft Office, Payroll, Public Speaking, Sales, Coaching, Management, Accounts Payable, Human Resources
Education
University of Alabama 1983 — 1988
business
University of Alabama 1983 — 1987
BS, Finance
2Guys Business Ventures, Inc May 2012 - Present
SunTrust Bank April 2009 - May 2012
Allegis Group (aka Aerotek, Teksystems, Maxim Group) August 1996 - October 2001
First Union National Bank January 1990 - August 1996
Skills
Customer Service, Social Media Marketing, Accounting, Microsoft Office, Payroll, Public Speaking, Sales, Coaching, Management, Accounts Payable, Human Resources
Education
University of Alabama 1983 — 1988
business
University of Alabama 1983 — 1987
BS, Finance
Bill Poppen's First Union National Bank Experience December 1994 - March 2001
Job SVP, Risk Management at Union Bank
Industry Banking
Experience
Union Bank March 2013 - Present
Bank of America June 2008 - March 2013
Wachovia March 2001 - May 2008
First Union National Bank December 1994 - March 2001
Skills
Credit, Mortgage Lending, Portfolio Management, Risk Management, Credit Cards, Forecasting, Credit Risk, Financial Risk, Banking, Loans, Credit Analysis, Capital Markets, Operational Risk..., Basel II, Financial Analysis, Financial Modeling, Enterprise Risk..., Retail Banking, Underwriting, Analytics, Consumer Lending, Loan Origination, Valuation
Education
The University of Texas at Arlington 1988 — 1990
MSAE, Aerospace Engineering
University of Tennessee-Knoxville 1982 — 1987
BSAE, Aerospace Engineering
Union Bank March 2013 - Present
Bank of America June 2008 - March 2013
Wachovia March 2001 - May 2008
First Union National Bank December 1994 - March 2001
Skills
Credit, Mortgage Lending, Portfolio Management, Risk Management, Credit Cards, Forecasting, Credit Risk, Financial Risk, Banking, Loans, Credit Analysis, Capital Markets, Operational Risk..., Basel II, Financial Analysis, Financial Modeling, Enterprise Risk..., Retail Banking, Underwriting, Analytics, Consumer Lending, Loan Origination, Valuation
Education
The University of Texas at Arlington 1988 — 1990
MSAE, Aerospace Engineering
University of Tennessee-Knoxville 1982 — 1987
BSAE, Aerospace Engineering
Lorien Smith Johnson's First Union National Bank Experience 1988 - 1991
Job Of Counsel at Hines Norman Hines
Industry Law Practice
Experience
Hines Norman Hines January 2015 - Present
Law Firm in Tampa May 2012 - February 2013
Arbonne International June 2007 - March 2012
BNI Collaborators 2008 - 2010
Bush Graziano and Rice 2005 - 2007
Hillsborough County Attorney's Office 2000 - 2005
Annis Mitchell 1996 - 2000
Carlton Fields, P.A. 1994 - 1996
First Union National Bank 1988 - 1991
Skills
Fundraising, Real Estate, Public Speaking, Business, Negotiation, Referrals, Training, Sales, Entrepreneurship, Customer Service, Management, Litigation, Civil Litigation, Strategic Planning, Mediation, Commercial Litigation, Legal Research
Education
University of Florida - Fredric G. Levin College of Law 1991 — 1994
J.D.
Tulane University 1984 — 1988
B.A., Political Economy
Hines Norman Hines January 2015 - Present
Law Firm in Tampa May 2012 - February 2013
Arbonne International June 2007 - March 2012
BNI Collaborators 2008 - 2010
Bush Graziano and Rice 2005 - 2007
Hillsborough County Attorney's Office 2000 - 2005
Annis Mitchell 1996 - 2000
Carlton Fields, P.A. 1994 - 1996
First Union National Bank 1988 - 1991
Skills
Fundraising, Real Estate, Public Speaking, Business, Negotiation, Referrals, Training, Sales, Entrepreneurship, Customer Service, Management, Litigation, Civil Litigation, Strategic Planning, Mediation, Commercial Litigation, Legal Research
Education
University of Florida - Fredric G. Levin College of Law 1991 — 1994
J.D.
Tulane University 1984 — 1988
B.A., Political Economy
Sylvia Pagani's First Union National Bank Experience January 1993 - January 1997
Job Regional Director Busines sDevelopment at Universal Health Services
Industry Hospital & Health Care
Experience
Universal Health Services February 2011 - Present
Amedisys Metro Preferred Home Care November 2007 - Present
River Oaks Hospital 1997 - 2000
First Union National Bank January 1993 - January 1997
Crowley Maritime Corporation 1987 - 1990
Education
Presbyterian Hospital School of Nursing 1966 — 1970
Nursing
Universidad de Puerto Rico
Nursing, Behaviotal Health Nursing; Employee Assistance Counselor and Chemical Dependancy Counselor
Universal Health Services February 2011 - Present
Amedisys Metro Preferred Home Care November 2007 - Present
River Oaks Hospital 1997 - 2000
First Union National Bank January 1993 - January 1997
Crowley Maritime Corporation 1987 - 1990
Education
Presbyterian Hospital School of Nursing 1966 — 1970
Nursing
Universidad de Puerto Rico
Nursing, Behaviotal Health Nursing; Employee Assistance Counselor and Chemical Dependancy Counselor
Brian Koonce, CFP®, ChFC®, CLU®'s First Union National Bank Experience March 2000 - March 2001
Job Sales Vice President at Lincoln
Industry Financial Services
Experience
Lincoln Financial Distributors August 2014 - Present
Lincoln Financial Distributors August 2011 - August 2014
TailorMade Financial January 2008 - August 2011
Wachovia Securities, LLC September 2006 - December 2007
Evergreen Investments May 2005 - August 2006
AXA Equitable October 2004 - April 2005
AXA Distributors March 2001 - September 2004
First Union National Bank March 2000 - March 2001
Skills
Series 7, Wealth Management, Annuities, Mutual Funds, Investments, Financial Planning, Asset Management, Insurance, Series 63, Securities, Series 26, Fixed Annuities, Retirement Planning, Series 65, Series 6, Retirement, Strategic Financial..., Life Insurance, Variable Annuities, Long-term Care, Financial Services, FINRA
Education
University of North Carolina at Charlotte 1996 — 1998
Industrial and Organizational Psychology
United States Air Force Academy 1994 — 1996
Lincoln Financial Distributors August 2014 - Present
Lincoln Financial Distributors August 2011 - August 2014
TailorMade Financial January 2008 - August 2011
Wachovia Securities, LLC September 2006 - December 2007
Evergreen Investments May 2005 - August 2006
AXA Equitable October 2004 - April 2005
AXA Distributors March 2001 - September 2004
First Union National Bank March 2000 - March 2001
Skills
Series 7, Wealth Management, Annuities, Mutual Funds, Investments, Financial Planning, Asset Management, Insurance, Series 63, Securities, Series 26, Fixed Annuities, Retirement Planning, Series 65, Series 6, Retirement, Strategic Financial..., Life Insurance, Variable Annuities, Long-term Care, Financial Services, FINRA
Education
University of North Carolina at Charlotte 1996 — 1998
Industrial and Organizational Psychology
United States Air Force Academy 1994 — 1996
Brett Rees's First Union National Bank Experience June 1987 - October 1989
Job Regional President at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management May 2013 - Present
Northern Trust December 2007 - May 2013
Northern Trust June 2002 - December 2007
Northern Trust September 1997 - June 2002
NationsBank, N.A. April 1994 - September 1997
Bank of Boston, N.A. October 1989 - April 1994
First Union National Bank June 1987 - October 1989
Skills
Wealth Management, Series 7, Commercial Lending, Asset Allocation, Alternative Investments, Sales Management, Team Leadership, Strategic Communications, Series 24, Banking, Credit, Financial Services, New Business Development, Private Banking, Risk Management, Securities
Education
The University of Texas at Austin 1981 — 1986
Bachelor of Arts (B.A.), Economics
Randolph High School 1980 — 1981
Oakton High School 1978 — 1980
Northern Trust Wealth Management May 2013 - Present
Northern Trust December 2007 - May 2013
Northern Trust June 2002 - December 2007
Northern Trust September 1997 - June 2002
NationsBank, N.A. April 1994 - September 1997
Bank of Boston, N.A. October 1989 - April 1994
First Union National Bank June 1987 - October 1989
Skills
Wealth Management, Series 7, Commercial Lending, Asset Allocation, Alternative Investments, Sales Management, Team Leadership, Strategic Communications, Series 24, Banking, Credit, Financial Services, New Business Development, Private Banking, Risk Management, Securities
Education
The University of Texas at Austin 1981 — 1986
Bachelor of Arts (B.A.), Economics
Randolph High School 1980 — 1981
Oakton High School 1978 — 1980
Bonnie McNeil's First Union National Bank Experience May 2000 - April 2001
Job Consultant, Tastefully Simple
Industry Food & Beverages
Experience
Tastefully Simple July 2011 - Present
Homemade Gourmet April 2008 - June 2011
Columbus Bank and Trust Company September 2003 - May 2004
Columbus Bank and Trust Company September 2002 - September 2003
Hewitt Associates April 2001 - September 2002
First Union National Bank May 2000 - April 2001
Skills
Strategic Planning, Customer Service, Team Building, Leadership, Process Improvement, Risk Management, Coaching, Business Analysis, Financial Analysis, Account Management, Budgets, Microsoft Office
Education
University of Georgia - Terry College of Business 1996 — 2000
BBA, Finance
Tastefully Simple July 2011 - Present
Homemade Gourmet April 2008 - June 2011
Columbus Bank and Trust Company September 2003 - May 2004
Columbus Bank and Trust Company September 2002 - September 2003
Hewitt Associates April 2001 - September 2002
First Union National Bank May 2000 - April 2001
Skills
Strategic Planning, Customer Service, Team Building, Leadership, Process Improvement, Risk Management, Coaching, Business Analysis, Financial Analysis, Account Management, Budgets, Microsoft Office
Education
University of Georgia - Terry College of Business 1996 — 2000
BBA, Finance
Pete Hennis's First Union National Bank Experience 1993 - 2000
Job Executive Consultant at StoneLaurel
Industry Management Consulting
Experience
Technology Project Management, Inc. September 2013 - Present
Technology Project Management, Inc. January 2012 - August 2013
Wells Fargo 2009 - 2010
Wachovia Bank 1998 - 2002
First Union National Bank 1993 - 2000
Skills
Project Portfolio...
Education
University of Florida 1977 — 1981
Bachelor of Science, Economics
Technology Project Management, Inc. September 2013 - Present
Technology Project Management, Inc. January 2012 - August 2013
Wells Fargo 2009 - 2010
Wachovia Bank 1998 - 2002
First Union National Bank 1993 - 2000
Skills
Project Portfolio...
Education
University of Florida 1977 — 1981
Bachelor of Science, Economics
Jill Pittman's First Union National Bank Experience 1990 - 1991
Job JJ's Wine Bar
Industry Restaurants
Experience
JJ's Wine Bar January 2011 - Present
A.A. Pittman & Sons Concrete Co. 1999 - 2007
Barnett Technologies 1991 - 1997
First Union National Bank 1990 - 1991
Florida National Bank 1983 - 1988
Barnett Computing Company 1981 - 1983
Education
University of Florida 1977 — 1981
BS, Computer Information Sciences
JJ's Wine Bar January 2011 - Present
A.A. Pittman & Sons Concrete Co. 1999 - 2007
Barnett Technologies 1991 - 1997
First Union National Bank 1990 - 1991
Florida National Bank 1983 - 1988
Barnett Computing Company 1981 - 1983
Education
University of Florida 1977 — 1981
BS, Computer Information Sciences
Theresa Groves's First Union National Bank Experience October 1999 - February 2001
Job Cashier
Industry Retail
Experience
Walmart November 2011 - Present
NHS Human Services March 2011 - October 2011
NCO Group September 2008 - February 2011
Bureau of Labor Statistics February 2010 - May 2010
jcpenney 2007 - 2007
Design & Production Inc. February 2001 - August 2003
First Union National Bank October 1999 - February 2001
Pushkin & Pushkin, Inc. February 1990 - March 1992
Loyola Federal Savings & Loan January 1989 - February 1990
F.W. Woolworth Company June 1988 - December 1988
Skills
Accounting, Accounts Payable, Purchasing, Banking, General Ledger..., Customer Service, Problem Solving, Clerical Skills, Critical Thinking, Retail, Teamwork
Education
Towson University 1984 — 1988
Bachelor's degree, Actuarial Science
Walmart November 2011 - Present
NHS Human Services March 2011 - October 2011
NCO Group September 2008 - February 2011
Bureau of Labor Statistics February 2010 - May 2010
jcpenney 2007 - 2007
Design & Production Inc. February 2001 - August 2003
First Union National Bank October 1999 - February 2001
Pushkin & Pushkin, Inc. February 1990 - March 1992
Loyola Federal Savings & Loan January 1989 - February 1990
F.W. Woolworth Company June 1988 - December 1988
Skills
Accounting, Accounts Payable, Purchasing, Banking, General Ledger..., Customer Service, Problem Solving, Clerical Skills, Critical Thinking, Retail, Teamwork
Education
Towson University 1984 — 1988
Bachelor's degree, Actuarial Science
Elizabeth (Liz) Rabaskas's First Union National Bank Experience 1986 - 1997
Job Financial Manager Consultant at Specialty Furniture ( New England Custom)
Industry Financial Services
Experience
Specialty Furniture (New England Custom) April 2009 - Present
Specialty Furniture ( New England Custom) April 2009 - Present
The Community's Bank February 2008 - September 2008
Elizabeth Arden June 2006 - February 2008
Arch Insurance Group November 2000 - July 2004
Daimler Chrysler Capital Services (debis financial services) 1998 - 2000
First Union National Bank 1986 - 1997
Skills
Account Reconciliation, Banking, Credit Analysis, Financial Analysis, Forecasting, Portfolio Management, Cash Flow, Regulatory Affairs, Debt Restructuring, Reconciliations, Pivot Tables, Access, Interpersonal Skills, Budgeting, Solving your balance..., Management, Finance, Loans, Credit, Risk Management, Insurance, Commercial Lending, Analysis, Financial Modeling, Sales
Education
Trinity College-Hartford 1982 — 1986
BA - Bachelor of Arts, Liberal Arts
Park School of Baltimore 1975 — 1982
Specialty Furniture (New England Custom) April 2009 - Present
Specialty Furniture ( New England Custom) April 2009 - Present
The Community's Bank February 2008 - September 2008
Elizabeth Arden June 2006 - February 2008
Arch Insurance Group November 2000 - July 2004
Daimler Chrysler Capital Services (debis financial services) 1998 - 2000
First Union National Bank 1986 - 1997
Skills
Account Reconciliation, Banking, Credit Analysis, Financial Analysis, Forecasting, Portfolio Management, Cash Flow, Regulatory Affairs, Debt Restructuring, Reconciliations, Pivot Tables, Access, Interpersonal Skills, Budgeting, Solving your balance..., Management, Finance, Loans, Credit, Risk Management, Insurance, Commercial Lending, Analysis, Financial Modeling, Sales
Education
Trinity College-Hartford 1982 — 1986
BA - Bachelor of Arts, Liberal Arts
Park School of Baltimore 1975 — 1982
Larry Kennedy's First Union National Bank Experience July 1995 - January 2001
Job Field Agent Volusia County at Knights of Columbus
Industry Insurance
Experience
Knights of Columbus December 2014 - Present
Florida Capital Bank July 2012 - June 2014
Wells Fargo Bank January 2010 - April 2012
Wachovia Bank February 2001 - December 2009
First Union National Bank July 1995 - January 2001
Coral Gables Federal Savings & Loan Association May 1987 - June 1995
Skills
Public Speaking, Business Development, Small Business Lending, Loans, Residential Mortgages, Training, Refinance, Customer Service, Time Management, Credit, Banking, Small Business, Mortgage Lending, Teamwork, Management, Sales, Analysis, Meeting, Commercial Mortgages, Real Estate, Team Leadership, Commercial Lending, Mortgage Banking, SBA 7A/504, Deposits, instructed seminars, advised clients, analyze financial data, approve or deny credit..., delegate work, manage large staff, communicate visually..., schedule meetings both..., plan and organize work, make presentations, identify financial..., use time management..., work as a team member, resolve conflicts, make decisions, develop bugets, Finance, Commercial Banking, Credit Analysis, Consumer Lending, Underwriting, Retail Banking
Education
University of Central Florida
Bachelor of Science, Business Administration; Finance
Knights of Columbus December 2014 - Present
Florida Capital Bank July 2012 - June 2014
Wells Fargo Bank January 2010 - April 2012
Wachovia Bank February 2001 - December 2009
First Union National Bank July 1995 - January 2001
Coral Gables Federal Savings & Loan Association May 1987 - June 1995
Skills
Public Speaking, Business Development, Small Business Lending, Loans, Residential Mortgages, Training, Refinance, Customer Service, Time Management, Credit, Banking, Small Business, Mortgage Lending, Teamwork, Management, Sales, Analysis, Meeting, Commercial Mortgages, Real Estate, Team Leadership, Commercial Lending, Mortgage Banking, SBA 7A/504, Deposits, instructed seminars, advised clients, analyze financial data, approve or deny credit..., delegate work, manage large staff, communicate visually..., schedule meetings both..., plan and organize work, make presentations, identify financial..., use time management..., work as a team member, resolve conflicts, make decisions, develop bugets, Finance, Commercial Banking, Credit Analysis, Consumer Lending, Underwriting, Retail Banking
Education
University of Central Florida
Bachelor of Science, Business Administration; Finance
Brad Leyhe NMLSR 482824's First Union National Bank Experience 1979 - 1984
Job Private Mortgage Banker
Industry Banking
Experience
Wells Fargo Private Mortgage Bank August 2011 - Present
Bank of America Home Loans 2008 - 2011
Graduate School of Retail Bank Management 1986 - 2009
Wells Fargo Bank August 2002 - January 2007
Bank of America 1997 - 2002
HomeBanc, FSB 1993 - 1995
First Union National Bank 1979 - 1984
Education
Woodrow Wilson College of Law 1982 — 1985
JD, Law
University of Hawaii at Manoa 1971 — 1975
BBA, Finance
Wells Fargo Private Mortgage Bank August 2011 - Present
Bank of America Home Loans 2008 - 2011
Graduate School of Retail Bank Management 1986 - 2009
Wells Fargo Bank August 2002 - January 2007
Bank of America 1997 - 2002
HomeBanc, FSB 1993 - 1995
First Union National Bank 1979 - 1984
Education
Woodrow Wilson College of Law 1982 — 1985
JD, Law
University of Hawaii at Manoa 1971 — 1975
BBA, Finance
Karen Hartsfield's First Union National Bank Experience March 1998 - October 1999
Job IT Team Leader at BB&T
Industry Information Technology and Services
Experience
BB&T January 2013 - Present
BB&T January 2010 - January 2013
Colonial Bank/BB&T November 2006 - January 2010
Colonial Bank April 2002 - November 2006
Colonial Bank October 1999 - April 2002
First Union National Bank March 1998 - October 1999
Skills
Software Documentation, Banking, Visio, Business Analysis, CQIA, Windows, SDLC, Treasury Management, Risk Management, Portfolio Management, Vendor Management, Disaster Recovery, Process Improvement, Project Management, MS Project, Requirements Analysis, Integration, Microsoft Office, Business Process..., Analysis, Oracle, Management
Education
University of Central Florida 2005 — 2007
Master of Science, Management Information Systems
University of Central Florida 1997 — 2001
Bachelor of Science, Business Administration, MIS Track
St. Petersburg Catholic H.S. 1993 — 1997
BB&T January 2013 - Present
BB&T January 2010 - January 2013
Colonial Bank/BB&T November 2006 - January 2010
Colonial Bank April 2002 - November 2006
Colonial Bank October 1999 - April 2002
First Union National Bank March 1998 - October 1999
Skills
Software Documentation, Banking, Visio, Business Analysis, CQIA, Windows, SDLC, Treasury Management, Risk Management, Portfolio Management, Vendor Management, Disaster Recovery, Process Improvement, Project Management, MS Project, Requirements Analysis, Integration, Microsoft Office, Business Process..., Analysis, Oracle, Management
Education
University of Central Florida 2005 — 2007
Master of Science, Management Information Systems
University of Central Florida 1997 — 2001
Bachelor of Science, Business Administration, MIS Track
St. Petersburg Catholic H.S. 1993 — 1997
John Giovanazi's First Union National Bank Experience August 1983 - September 1992
Job Vice President, Commercial Lending at Arundel Federal Savings Bank
Industry Banking
Experience
Arundel Federal Savings Bank July 2013 - Present
Bay Bank January 2012 - July 2013
NBRS Financial Bank March 2010 - December 2011
Carrollton Bank August 1996 - March 2007
Citizens Bank of Maryland October 1992 - August 1996
First Union National Bank August 1983 - September 1992
Skills
Portfolio Management, Banking, Commercial Lending, Risk Management, Management, Mortgage Lending, Loans, Small Business Lending, Commercial Mortgages, Credit, Investments, Executive Management, Retail Banking, Credit Analysis, Commercial Banking, Underwriting
Education
Towson University 1975 — 1980
B.S., Bus. Admin. Finance and Management
Arundel Federal Savings Bank July 2013 - Present
Bay Bank January 2012 - July 2013
NBRS Financial Bank March 2010 - December 2011
Carrollton Bank August 1996 - March 2007
Citizens Bank of Maryland October 1992 - August 1996
First Union National Bank August 1983 - September 1992
Skills
Portfolio Management, Banking, Commercial Lending, Risk Management, Management, Mortgage Lending, Loans, Small Business Lending, Commercial Mortgages, Credit, Investments, Executive Management, Retail Banking, Credit Analysis, Commercial Banking, Underwriting
Education
Towson University 1975 — 1980
B.S., Bus. Admin. Finance and Management
Jeanne Lobosco's First Union National Bank Experience March 1997 - June 2000
Job Training Consultant at Capital One Bank
Industry Banking
Experience
Capital One Bank July 2009 - Present
TD Bank March 2002 - June 2009
JP Morgan Chase 2001 - 2002
MACY*S June 2000 - January 2001
First Union National Bank March 1997 - June 2000
Summit Bank/Chase Manhattan Bank/PNC Bank 1996 - 1997
Citibank August 1994 - April 1996
JP Morgan & Company, Inc. August 1987 - July 1994
Education
Saint John's University 1991 — 1995
MBA, Management/Marketing
University at Albany, SUNY 1983 — 1987
BA, Psychology/Business Administration
Capital One Bank July 2009 - Present
TD Bank March 2002 - June 2009
JP Morgan Chase 2001 - 2002
MACY*S June 2000 - January 2001
First Union National Bank March 1997 - June 2000
Summit Bank/Chase Manhattan Bank/PNC Bank 1996 - 1997
Citibank August 1994 - April 1996
JP Morgan & Company, Inc. August 1987 - July 1994
Education
Saint John's University 1991 — 1995
MBA, Management/Marketing
University at Albany, SUNY 1983 — 1987
BA, Psychology/Business Administration
Michael Bracci's First Union National Bank Experience September 1987 - July 1993
Job President Palm Beach/Treasure Coast Region at Northern Trust
Industry Financial Services
Experience
Northern Trust 2003 - Present
Northern Trust January 2001 - November 2003
Northern Trust July 1998 - November 2003
Northern Trust July 1993 - July 1998
First Union National Bank September 1987 - July 1993
Skills
Banking, Wealth Management, Asset Managment, Investments, Portfolio Management, Asset Management, Series 7, Mutual Funds, Private Banking, Estate Planning, Alternative Investments, Wealth Management..., Fixed Income, Asset Allocation, Equities, Hedge Funds, Series 63, Securities
Education
Tulane University 1983 — 1987
BA, Economics
Northern Trust 2003 - Present
Northern Trust January 2001 - November 2003
Northern Trust July 1998 - November 2003
Northern Trust July 1993 - July 1998
First Union National Bank September 1987 - July 1993
Skills
Banking, Wealth Management, Asset Managment, Investments, Portfolio Management, Asset Management, Series 7, Mutual Funds, Private Banking, Estate Planning, Alternative Investments, Wealth Management..., Fixed Income, Asset Allocation, Equities, Hedge Funds, Series 63, Securities
Education
Tulane University 1983 — 1987
BA, Economics
Christie Angel's First Union National Bank Experience 1996 - 1999
Job Benefits Specialist
Industry Human Resources
Experience
Senture, LLC March 2015 - September 2015
Bank of America October 2010 - December 2014
TIAA-CREF 2009 - 2010
First Union National Bank 1996 - 1999
Skills
Requirements Gathering, SDLC, Requirements Analysis, Vendor Management, User Acceptance Testing, Business Analysis, Visio, Business Requirements, Business Intelligence, Process Improvement, Banking, Project Management, Business Process...
Education
University of Kentucky 1982 — 1987
Economics
Senture, LLC March 2015 - September 2015
Bank of America October 2010 - December 2014
TIAA-CREF 2009 - 2010
First Union National Bank 1996 - 1999
Skills
Requirements Gathering, SDLC, Requirements Analysis, Vendor Management, User Acceptance Testing, Business Analysis, Visio, Business Requirements, Business Intelligence, Process Improvement, Banking, Project Management, Business Process...
Education
University of Kentucky 1982 — 1987
Economics
Eric Weisel's First Union National Bank Experience May 1998 - June 2001
Job Receiving Manager at Macys
Industry Retail
Experience
Macy*s Christiana October 2009 - Present
Barclaycard US March 2005 - September 2009
Entity Services Group, LLC April 2004 - December 2004
Wells Fargo December 1992 - June 2004
Commercial Domicile August 2001 - March 2004
First Union National Bank May 1998 - June 2001
CoreStates Bank of Delaware July 1996 - May 1998
Skills
Inventory Control, Banking, Process Improvement, Credit Cards, Performance Management, Vendor Management, Operations Management, Strategic Planning, Customer Experience, Forecasting, Customer Service, Coaching, Team Leadership, Credit, Employee Relations, Sales, Software Documentation
Education
Wesley College 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wesley College 2005 — 2007
Bachelor's Degree, Business Administration
University of Delaware 1995 — 1997
Macy*s Christiana October 2009 - Present
Barclaycard US March 2005 - September 2009
Entity Services Group, LLC April 2004 - December 2004
Wells Fargo December 1992 - June 2004
Commercial Domicile August 2001 - March 2004
First Union National Bank May 1998 - June 2001
CoreStates Bank of Delaware July 1996 - May 1998
Skills
Inventory Control, Banking, Process Improvement, Credit Cards, Performance Management, Vendor Management, Operations Management, Strategic Planning, Customer Experience, Forecasting, Customer Service, Coaching, Team Leadership, Credit, Employee Relations, Sales, Software Documentation
Education
Wesley College 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wesley College 2005 — 2007
Bachelor's Degree, Business Administration
University of Delaware 1995 — 1997
Denise Osterhues's First Union National Bank Experience August 1998 - December 2000
Job Sr. Director, Corporate Associate Communications, The Kroger Co.
Industry Retail
Experience
Kroger September 2007 - Present
First Union National Bank August 1998 - December 2000
The Dow Chemical Company June 1991 - June 1998
The Dow Chemical Company June 1991 - June 1998
Skills
Internal Communications, Media Relations, Public Relations, Advertising, Press Releases, Social Media Marketing, Newsletters, Copywriting, Strategic Communications, Corporate Communications, Social Media, Copy Editing, Editing, Marketing Communications, Web Content
Education
The University of Kansas 1985 — 1989
Bachelor's in, Journalism
Kroger September 2007 - Present
First Union National Bank August 1998 - December 2000
The Dow Chemical Company June 1991 - June 1998
The Dow Chemical Company June 1991 - June 1998
Skills
Internal Communications, Media Relations, Public Relations, Advertising, Press Releases, Social Media Marketing, Newsletters, Copywriting, Strategic Communications, Corporate Communications, Social Media, Copy Editing, Editing, Marketing Communications, Web Content
Education
The University of Kansas 1985 — 1989
Bachelor's in, Journalism
Kristin Sarka's First Union National Bank Experience June 1994 - July 1996
Job Realtor at Park Place Real Estate
Industry Real Estate
Experience
Park Place Real Estate June 2011 - Present
John L Scott Real Estate May 2005 - June 2011
McGee Financial Strategies December 2000 - September 2005
Portland and Western RR January 1998 - October 2000
Key Bank August 1996 - January 1998
First Union National Bank June 1994 - July 1996
Clay County School District August 1992 - June 1994
Skills
First Time Home Buyers, New Home Sales, Sellers, Short Sales
Education
Portland State University 1999 — 2000
Accounting
University of West Florida 1989 — 1990
Certificate, Teacher Certification
University of Colorado Boulder 1986 — 1988
BA, History
Park Place Real Estate June 2011 - Present
John L Scott Real Estate May 2005 - June 2011
McGee Financial Strategies December 2000 - September 2005
Portland and Western RR January 1998 - October 2000
Key Bank August 1996 - January 1998
First Union National Bank June 1994 - July 1996
Clay County School District August 1992 - June 1994
Skills
First Time Home Buyers, New Home Sales, Sellers, Short Sales
Education
Portland State University 1999 — 2000
Accounting
University of West Florida 1989 — 1990
Certificate, Teacher Certification
University of Colorado Boulder 1986 — 1988
BA, History
carreme nackashi's First Union National Bank Experience August 1981 - December 1989
Job Guidance Assistant at Bishop Kenny High School
Industry Education Management
Experience
Bishop Kenny High School February 2007 - Present
Order Now Professional Organizer July 2004 - February 2006
San Jose Catholic School July 2000 - July 2005
First Union National Bank August 1981 - December 1989
Skills
Research, Teaching, Public Speaking, Strategic Planning, Public Relations, Analysis, Statistics, Microsoft Excel, Advertising, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Management, Project Management
Education
University of South Carolina - Darla Moore School of Business 1980 — 1981
Market Research and Quantitative Analysis
University of Mississippi - School of Business Administration 1978 — 1979
MBA, Market Research
University of Alabama 1974 — 1978
BS, Market Research
Bishop Kenny High School February 2007 - Present
Order Now Professional Organizer July 2004 - February 2006
San Jose Catholic School July 2000 - July 2005
First Union National Bank August 1981 - December 1989
Skills
Research, Teaching, Public Speaking, Strategic Planning, Public Relations, Analysis, Statistics, Microsoft Excel, Advertising, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Management, Project Management
Education
University of South Carolina - Darla Moore School of Business 1980 — 1981
Market Research and Quantitative Analysis
University of Mississippi - School of Business Administration 1978 — 1979
MBA, Market Research
University of Alabama 1974 — 1978
BS, Market Research
M Pape's First Union National Bank Experience 1990 - 1990
Job
Industry Management Consulting
Experience
Self 1999 - Present
Pape Advisory 2004 - Present
Tap Root Realty / Pape Construction 2001 - 2014
Affiniscape 2005 - 2010
Affinipay, Inc. 2005 - 2008
Dell, Inc. 1990 - 2001
First Union National Bank 1990 - 1990
Texas Commerce Bancshares / Chemical Bank 1983 - 1990
Skills
Cross-functional Team..., Program Management, Start-ups, Management, Project Management, Business Strategy, Management Consulting, Budgets, ERP, Business Process, Project Planning, Public Speaking
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1983
BBA
Self 1999 - Present
Pape Advisory 2004 - Present
Tap Root Realty / Pape Construction 2001 - 2014
Affiniscape 2005 - 2010
Affinipay, Inc. 2005 - 2008
Dell, Inc. 1990 - 2001
First Union National Bank 1990 - 1990
Texas Commerce Bancshares / Chemical Bank 1983 - 1990
Skills
Cross-functional Team..., Program Management, Start-ups, Management, Project Management, Business Strategy, Management Consulting, Budgets, ERP, Business Process, Project Planning, Public Speaking
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1983
BBA
Natasha Tompkins's First Union National Bank Experience September 1992 - July 1997
Job Product Specialist II at FIS
Industry Computer Software
Experience
FIS Business Systems Analyst IIFIS1997 - Present
Kirchman Corporation 1997 - 2005
First Union National Bank September 1992 - July 1997
Southeast Bank July 1989 - September 1992
Skills
Business Analysis, Process Improvement, Software Documentation, Software Implementation, Business Process, Business Process..., Disaster Recovery, Troubleshooting, Requirements Gathering, Requirements Analysis, Customer Service, Training, Banking, Microsoft Office, SharePoint, Business Requirements, SDLC, Testing, Leadership
Education
University of Florida 1985 — 1989
1985, Business Management
Oak Ridge High School
FIS Business Systems Analyst IIFIS1997 - Present
Kirchman Corporation 1997 - 2005
First Union National Bank September 1992 - July 1997
Southeast Bank July 1989 - September 1992
Skills
Business Analysis, Process Improvement, Software Documentation, Software Implementation, Business Process, Business Process..., Disaster Recovery, Troubleshooting, Requirements Gathering, Requirements Analysis, Customer Service, Training, Banking, Microsoft Office, SharePoint, Business Requirements, SDLC, Testing, Leadership
Education
University of Florida 1985 — 1989
1985, Business Management
Oak Ridge High School
Stephen Houck's First Union National Bank Experience September 1997 - October 2001
Job Senior Online Content Developer Mandatory Training
Industry Banking
Experience
TD Bank Group September 2011 - Present
TD Bank September 2005 - September 2011
Lockheed Federal Credit Union February 2002 - June 2005
First Union National Bank September 1997 - October 2001
Skills
Banking, Risk Management, Process Improvement, Coaching, Project Management, Team Building, Analysis, Credit, Change Management, Customer Service, Training, Instructional Design, Team Leadership, Software Documentation, Microsoft Word, Microsoft Excel, Leadership, Financial Analysis, Finance, Data Analysis, Retail Banking, Loans, Mortgage Lending, Mentoring, Employee Training, Financial Services
Education
Trinity College-Hartford 1985 — 1989
Delbarton
TD Bank Group September 2011 - Present
TD Bank September 2005 - September 2011
Lockheed Federal Credit Union February 2002 - June 2005
First Union National Bank September 1997 - October 2001
Skills
Banking, Risk Management, Process Improvement, Coaching, Project Management, Team Building, Analysis, Credit, Change Management, Customer Service, Training, Instructional Design, Team Leadership, Software Documentation, Microsoft Word, Microsoft Excel, Leadership, Financial Analysis, Finance, Data Analysis, Retail Banking, Loans, Mortgage Lending, Mentoring, Employee Training, Financial Services
Education
Trinity College-Hartford 1985 — 1989
Delbarton
Brian Hovekamp's First Union National Bank Experience July 1997 - February 1999
Job Commodity Broker at OTC Global Holdings LP
Industry Financial Services
Experience
OTC Global Holdings LP December 2013 - Present
ICAP February 1999 - September 2013
First Union National Bank July 1997 - February 1999
Skills
Trading, Equities, Risk Management, Financial Markets, Procurement, Options, Commodity, Natural Gas, Investments, Derivatives, Commodity Markets
Education
University of Kentucky 1992 — 1997
BBA, Marketing, Management
OTC Global Holdings LP December 2013 - Present
ICAP February 1999 - September 2013
First Union National Bank July 1997 - February 1999
Skills
Trading, Equities, Risk Management, Financial Markets, Procurement, Options, Commodity, Natural Gas, Investments, Derivatives, Commodity Markets
Education
University of Kentucky 1992 — 1997
BBA, Marketing, Management
Denise Lea's First Union National Bank Experience June 1995 - August 2002
Job Vice President Special Assets Officer
Industry Banking
Experience
Florida Community Bank July 2011 - Present
Wachovia, A Wells Fargo Company September 2009 - July 2011
Wachovia, A Wells Fargo Company September 2002 - August 2009
First Union National Bank June 1995 - August 2002
First Union National Bank October 1991 - May 1995
Florida Federal Savings Bank September 1982 - September 1991
Skills
Mergers & Acquisitions, Loans, Portfolio Management, Credit, Commercial Banking, Commercial Lending, Banking, Consumer Lending, Credit Analysis, Commercial Mortgages, Lines Of Credit, Loan Origination, Small Business Lending, Cross Selling, Mortgage Lending
Education
University of Central Florida - College of Business Administration 2000 — 2003
Bachelor of Science, Business Administration
Valencia Community College 1996 — 1999
Associates in Science, Business
Florida Community Bank July 2011 - Present
Wachovia, A Wells Fargo Company September 2009 - July 2011
Wachovia, A Wells Fargo Company September 2002 - August 2009
First Union National Bank June 1995 - August 2002
First Union National Bank October 1991 - May 1995
Florida Federal Savings Bank September 1982 - September 1991
Skills
Mergers & Acquisitions, Loans, Portfolio Management, Credit, Commercial Banking, Commercial Lending, Banking, Consumer Lending, Credit Analysis, Commercial Mortgages, Lines Of Credit, Loan Origination, Small Business Lending, Cross Selling, Mortgage Lending
Education
University of Central Florida - College of Business Administration 2000 — 2003
Bachelor of Science, Business Administration
Valencia Community College 1996 — 1999
Associates in Science, Business
Nancie McQueen's First Union National Bank Experience 1984 - 1988
Job Education Ministry Assistant at First baptist Church Prattville
Industry Religious Institutions
Experience
First Baptist Church Prattville June 2009 - Present
First Baptist Kindergarten 1994 - 2006
First Union National Bank 1984 - 1988
Skills
Student Ministry, Discipleship, Biblical Studies, Customer Service, Religion
Education
University of Alabama 1976 — 1979
Special Education and Teaching
University of Mobile 1974 — 1975
Elementary Education and Teaching
First Baptist Church Prattville June 2009 - Present
First Baptist Kindergarten 1994 - 2006
First Union National Bank 1984 - 1988
Skills
Student Ministry, Discipleship, Biblical Studies, Customer Service, Religion
Education
University of Alabama 1976 — 1979
Special Education and Teaching
University of Mobile 1974 — 1975
Elementary Education and Teaching
tammy betz's First Union National Bank Experience 1985 - December 2001
Job First VicePresident, Branch Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank December 2001 - Present
First Union National Bank 1985 - December 2001
Wells Fargo / Wachovia Bank 1985 - 2001
Education
University of Central Florida
SunTrust Bank December 2001 - Present
First Union National Bank 1985 - December 2001
Wells Fargo / Wachovia Bank 1985 - 2001
Education
University of Central Florida
Sande McCloskey's First Union National Bank Experience July 1983 - September 1984
Job Underwriter at RLI Insurance Company
Industry Insurance
Experience
RLI Insurance Company August 2014 - Present
RLI Insurance Company July 2013 - August 2014
RLI Insurance Co. August 2002 - July 2013
Georgia Federal Bank September 1984 - January 1987
First Union National Bank July 1983 - September 1984
Skills
Customer Service, Commercial Insurance, Insurance, Property & Casualty...
Education
University of Florida 1979 — 1982
Bachelor of Science, Business Admin/Marketing
RLI Insurance Company August 2014 - Present
RLI Insurance Company July 2013 - August 2014
RLI Insurance Co. August 2002 - July 2013
Georgia Federal Bank September 1984 - January 1987
First Union National Bank July 1983 - September 1984
Skills
Customer Service, Commercial Insurance, Insurance, Property & Casualty...
Education
University of Florida 1979 — 1982
Bachelor of Science, Business Admin/Marketing
Mona Gerren's First Union National Bank Experience January 1990 - December 1998
Job Educator at DeKalb School District
Industry Education Management
Experience
ANN INC. May 2009 - Present
DeKalb School District March 1998 - Present
First Union National Bank January 1990 - December 1998
Skills
Management, Customer Service, Teaching, Microsoft Word, PowerPoint, Microsoft Office, Strategic Planning, Staff Development, Public Speaking
Education
Tuskegee University 1983 — 1988
Bachelor of Science (B.S.), Clothing and Related Arts/Business Adminstration
Tuskegee University 1983 — 1988
Bachelor's degree, Clothing and Related Arts
ANN INC. May 2009 - Present
DeKalb School District March 1998 - Present
First Union National Bank January 1990 - December 1998
Skills
Management, Customer Service, Teaching, Microsoft Word, PowerPoint, Microsoft Office, Strategic Planning, Staff Development, Public Speaking
Education
Tuskegee University 1983 — 1988
Bachelor of Science (B.S.), Clothing and Related Arts/Business Adminstration
Tuskegee University 1983 — 1988
Bachelor's degree, Clothing and Related Arts
Susan McBee's First Union National Bank Experience 1989 - 1991
Job Banking Professional
Industry Banking
Experience
Bank of North Georgia 2003 - 2010
Bank of North Georgia 1999 - 2003
SouthTrust Bank N.A. 1991 - 1999
First Union National Bank 1989 - 1991
SunTrust Bank 1985 - 1989
Skills
Banking, Merchant Services, Credit, Branch Management, Loans
Education
The University of Georgia 1980 — 1985
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Bank of North Georgia 2003 - 2010
Bank of North Georgia 1999 - 2003
SouthTrust Bank N.A. 1991 - 1999
First Union National Bank 1989 - 1991
SunTrust Bank 1985 - 1989
Skills
Banking, Merchant Services, Credit, Branch Management, Loans
Education
The University of Georgia 1980 — 1985
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Joseph Cornwell's First Union National Bank Experience February 1985 - April 1999
Job Retired at BCR
Industry Leisure, Travel & Tourism
Experience
Black Cat Ranch April 1999 - Present
First Union National Bank February 1985 - April 1999
US Navy October 1960 - October 1981
Education
University of Idaho 1966 — 1970
Bachelor of Science (BS), Electrical and Electronics Engineering
Black Cat Ranch April 1999 - Present
First Union National Bank February 1985 - April 1999
US Navy October 1960 - October 1981
Education
University of Idaho 1966 — 1970
Bachelor of Science (BS), Electrical and Electronics Engineering
Mitch Smith, MAI's First Union National Bank Experience 1994 - 1999
Job Director Quality Assurance/Quality Control at Capital One
Industry Real Estate
Experience
Capital One January 2015 - Present
SunTrust 2007 - 2014
Wachoiva Corporation 1999 - 2007
First Union National Bank 1994 - 1999
Skills
Management, Loans, Leadership, Banking, Valuation, Commercial Real Estate, Internal Audit, Credit, Mortgage Lending, Portfolio Management, Investments, Real Estate, Mortgage Banking, Asset Management, Loan Origination, Commercial Lending, Credit Analysis, Underwriting, Finance, Risk Management, Financial Analysis, Financial Services, Refinance, Retail Banking, Quality Assurance, Due Diligence, Consumer Lending, Relationship Management, Financial Risk, Commercial Banking
Education
University of Central Florida 1982 — 1984
Bachelor's Degree, Business Administration and Finance
Valencia College 1981 — 1982
Associate's Degree
Capital One January 2015 - Present
SunTrust 2007 - 2014
Wachoiva Corporation 1999 - 2007
First Union National Bank 1994 - 1999
Skills
Management, Loans, Leadership, Banking, Valuation, Commercial Real Estate, Internal Audit, Credit, Mortgage Lending, Portfolio Management, Investments, Real Estate, Mortgage Banking, Asset Management, Loan Origination, Commercial Lending, Credit Analysis, Underwriting, Finance, Risk Management, Financial Analysis, Financial Services, Refinance, Retail Banking, Quality Assurance, Due Diligence, Consumer Lending, Relationship Management, Financial Risk, Commercial Banking
Education
University of Central Florida 1982 — 1984
Bachelor's Degree, Business Administration and Finance
Valencia College 1981 — 1982
Associate's Degree
Jennifer Reakes's First Union National Bank Experience June 1984 - June 1986
Job Administrative Assistant, City of Barberton
Industry Government Administration
Experience
City of Barberton July 1993 - Present
Thirty-One Gifts February 2011 - Present
AFSCME September 2011 - Present
City of Barberton January 1991 - July 1993
Allstate June 1986 - August 1989
First Union National Bank June 1984 - June 1986
Trinity Baptist College August 1983 - June 1986
Skills
Data Entry, Administrative..., Spreadsheets, Telephone Skills, Filing, Accounts Payable, 10 Key, Microsoft Office, Office Administration, Customer Service, File Management, Receptionist Duties, Records Management, Office Management, Invoicing, Fax, Outlook, Accounts Receivable, Product Marketing, Gregg Shorthand, Organization &..., Fundraising, Calendars, Office Equipment, Travel Arrangements, Confidentiality, Expenses, Bookkeeping, Wordperfect, Internet Explorer, Appointment Scheduling, Clerical Skills, Invoice Processing, Lotus Notes, Time Management, Calendaring, Microsoft Publisher, Typing, QuickBooks, Administrative...
Education
Trinity Baptist College 1983 — 1986
Associate of Science (A.S.), Administrative Assistant and Secretarial Science, General
Buckeye Trail High School 1979 — 1983
City of Barberton July 1993 - Present
Thirty-One Gifts February 2011 - Present
AFSCME September 2011 - Present
City of Barberton January 1991 - July 1993
Allstate June 1986 - August 1989
First Union National Bank June 1984 - June 1986
Trinity Baptist College August 1983 - June 1986
Skills
Data Entry, Administrative..., Spreadsheets, Telephone Skills, Filing, Accounts Payable, 10 Key, Microsoft Office, Office Administration, Customer Service, File Management, Receptionist Duties, Records Management, Office Management, Invoicing, Fax, Outlook, Accounts Receivable, Product Marketing, Gregg Shorthand, Organization &..., Fundraising, Calendars, Office Equipment, Travel Arrangements, Confidentiality, Expenses, Bookkeeping, Wordperfect, Internet Explorer, Appointment Scheduling, Clerical Skills, Invoice Processing, Lotus Notes, Time Management, Calendaring, Microsoft Publisher, Typing, QuickBooks, Administrative...
Education
Trinity Baptist College 1983 — 1986
Associate of Science (A.S.), Administrative Assistant and Secretarial Science, General
Buckeye Trail High School 1979 — 1983
Catherine Wheeling's First Union National Bank Experience 1991 - 1999
Job Banking Professional
Industry Banking
Experience
First Union National Bank 1991 - 1999
Skills
Retail Banking, Banking, Credit, Human Resources, Commercial Banking, Consumer Lending, Sales
Education
University of Florida 1987 — 1991
Bachelor's of Science, Advertising and Communications and a Minor in Business
Westminster Christian School
First Union National Bank 1991 - 1999
Skills
Retail Banking, Banking, Credit, Human Resources, Commercial Banking, Consumer Lending, Sales
Education
University of Florida 1987 — 1991
Bachelor's of Science, Advertising and Communications and a Minor in Business
Westminster Christian School
Citizens Bank
Indymac Bank
MBNA
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation
First Union