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
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First Union National Bank Employees
EEOC April 2015 - Present
Miami August 2000 - April 2015
US Army December 1997 - October 2005
First Union National Bank July 1998 - July 2000
Skills
Law Enforcement, Investigation, Criminal Investigations, Fraud Investigations, Instructor-led Training, Criminal Justice, Public Safety, Evidence, Interrogation, Crime Prevention, Surveillance, Physical Security, Executive Protection, Private Investigations, Firearms, Internal Investigations, Counterterrorism, Government, Security Operations, Homeland Security, Police, Tactical Operations, Tactics, Patrol, Emergency Management, Weapons, Crisis Management, Personal Protection, Security Management, Intelligence Analysis, Counterintelligence, Combat, First Responder, Fraud, Protection, Personal Security, Force Protection, SWAT, Military, Security Training, Corporate Security, Intelligence, Background Checks, Criminal Intelligence, Training, Security
Education
University of Miami 1994 — 1997
History, Political Science and Government
Impellam May 2014 - Present
Randstad January 2012 - May 2014
Spherion/SFN Group February 2008 - January 2012
Steven Douglas Associates 2007 - 2008
Spherion/The Mergis Group June 2003 - March 2007
Venturi Staffing Partners September 2000 - October 2002
First Union National Bank 1998 - 2000
Skills
PeopleSoft, Applicant Tracking..., Cold Calling, Full-cycle Recruiting, Technical Recruiting, Sourcing, Onboarding, Interviewing, Recruitment/Retention, Training Delivery, Internet Recruiting, Recruiting, Interviews, Temporary Placement, Human Resources, SDLC, Talent Acquisition, Training, Staffing Services
Education
University of North Carolina at Charlotte 1992 — 1996
BA, Psychology and Sociology
SoundConnect LLC May 2015 - Present
Arkadin October 2012 - March 2015
Budget Conferencing May 2012 - October 2012
PGi October 2007 - May 2012
The Lending Group, LLC 2006 - 2007
Superior Lending Inc. 2004 - 2006
M& N Enterprise Inc. 2002 - 2004
Sandy Spring Bank 2000 - 2002
First Union National Bank 1995 - 2000
Skills
Video Conferencing, SaaS, Webinars, Contract Negotiations, Account Management, New Business Development, Salesforce.com, Direct Sales, Cold Calling, Team Building, Social Networking, Social Media Marketing, B2B, Contract Negotiation, Telecommunications, Solution Selling, Sales Process, Customer Relations, Consultative Selling, Polycom, Cisco Telepresence, Tandberg, Polycom Video..., Cloud-based, Brainshark, Live Meeting, Adobe Connect, AT&T Connect, WebEx, Web Collaboration, Collaboration Solutions, Selling, Awesomeness, Audio Conferencing, Relationship Marketing, Channel Partners, CRM, Cloud Computing, Competitive Analysis, Customer Service, Customer Retention, Enterprise Software, Demand Generation, Hosted Services, Go-to-market Strategy, Leadership, Lead Generation, Managed Services, Marketing, Sales
Education
University of Maryland College Park 1990 — 1995
B.A., Management and Consumer Studies
Winston Churchill High School in Potomac MD. 1987 — 1990
Maplewood....
LHL designs November 2005 - Present
Max Gardner's Bankruptcy Boot Camps LLC September 2011 - 2013
Duke EAP August 1999 - October 2003
First Union National Bank March 1995 - June 1999
Skills
Small Business, New Business Development, Selling, Sales Management, Recruiting, Sales Process, Social Media Marketing, Entrepreneurship, Lead Generation, Marketing, Direct Sales, Account Management, Advertising, CRM, Cold Calling, Customer Service
Education
UNC Chapel Hill
Wells Fargo April 2001 - Present
Wachovia Bank April 2001 - November 2011
First Union National Bank April 1998 - April 2001
NationsBank 1994 - 1996
Skills
Treasury Management, Business Process Review, Working Capital..., Liquidity Management, Electronic Payments, Commercial Banking, Relationship Management, Commercial Cards, Leadership, Procure-to-Pay, Solution Selling, Banking, Internet Banking, Accounts..., Business Process..., Cash Management, Treasury Services, ACH, Portfolio Management, Commercial Lending, Loans, Lines Of Credit, Cross Selling, Consumer Lending, Merchant Services, Financial Services, Credit Cards, Deposits, Asset Based Lending, Retail Banking, Loan Origination, Credit Risk, Credit, Financial Risk, Underwriting, Commercial Mortgages, Payment Systems, Mortgage Lending, Treasury, Banking Relationships
Education
University of North Carolina at Asheville
BA, Political Science, Math, History
Wells Fargo Bank 2008 - Present
Wachovia Bank 2001 - 2008
First Union National Bank 1992 - 2001
Southeast Bank 1979 - 1992
Walter E. Heller & Company 1975 - 1979
Skills
Commercial Lending, Credit Analysis, Credit, Wealth Management, Commercial Banking, Loans, Portfolio Management, Asset Based Lending, Middle Market, Underwriting, Banking, Credit Risk, Lines Of Credit, Private Banking, Risk Management, Financial Risk, Private Equity, Consumer Lending, Loan Origination, Mortgage Lending
Education
University of Miami 1973 — 1974
Master of Business Administration (M.B.A.)
University of South Florida 1971 — 1973
Bachelor of Arts (B.A.), Economics
Family Financial Management, LLC November 2011 - Present
Georgia Family Office LLC December 2009 - Present
ASF (Apogee Scholarship Fund) November 2009 - April 2013
Tyler Perry Studios 2006 - 2008
Bank of America 2001 - 2006
First Union National Bank 1997 - 2001
Allmerica Financial 1992 - 1997
Skills
Trust Management, Estate Administration, Estate Planning, Finance, Accounting, Accounts Payable, Independent Financial..., Business Strategy, Banking, Credit, Property Management, Wealth Management, Investments, Insurance, Mortgage Lending, Fixed Income, Strategic Financial..., Financial Advisory, Financial Services, Financial Planning, Management, Cash Management
Education
University of Massachusetts, Amherst
BA
On Line Retail Sales January 2007 - Present
Weichert Realtors June 2008 - January 2013
Tastefully Simple September 2006 - December 2012
Home-based Creative Memories Business January 2000 - December 2011
Kellys Kids January 1996 - December 2006
Our Kidz Closet January 1992 - December 2006
Kirchman Corporation January 1983 - September 1990
Fort Myers FL January 1982 - December 1982
Exchange National Bank Fort Myers FL December 1980 - January 1982
First Union National Bank May 1978 - March 1980
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Budgets, HTML, Strategic Planning, Credit
Education
UNC Charlotte 1979 — 1980
worked on MBA
UNC Chapel Hill 1974 — 1978
Bachelor's degree, Psychology/Anthropology
Long and Foster Real Estate April 2013 - Present
Anne Arundel County Board of Elections December 2011 - March 2013
Anne Arundel County Public Schools March 2008 - December 2011
U.S. Census Bureau -- Census Coverage Management January 2010 - October 2010
Independent Contractor/Mortgage Signings February 2003 - October 2009
First Union National Bank July 1998 - September 2002
Revco Drug Stores, now known as, CVS, Inc. October 1991 - June 1998
U.S. Air Force May 1971 - September 1991
Skills
Training, Program Management, Government, Leadership, Team Building, Management, Recruiting, Public Speaking, Sales, Customer Service, Real Estate, Project Management, First Time Home Buyers
Education
University of Maryland University College 1991 — 1995
BA, Management Studies
Lilac Realty September 2014 - Present
Allen Tate Realtors September 2012 - September 2014
Wells Fargo June 2010 - October 2011
Charlotte Chamber Music September 2005 - October 2009
First Union National Bank 1993 - 1999
First Union National Bank of Florida 1987 - 1993
Skills
Business Analysis, Data Analysis, Quality Assurance, SQL, SharePoint, Access, Process Improvement, Real Estate, Data Warehousing, QuickBooks, SDLC, Seller Representation, Buyer Representation, Due Diligence, Contract Negotiation, Investment Properties, HUD, First Time Home Buyers, Home Staging, Nonprofits, Sales, Foreclosures, New Home Sales, Relocation, Single Family Homes, Residential Homes
Education
University of North Florida 1987 — 1990
MBA, Business
University of Mississippi 1981 — 1984
Bachelor of Business Administration, Business, Computer Science
VantageSouth Bank 2011 - Present
Capital Bank 1989 - September 2010
First Union National Bank June 1983 - April 1989
Skills
Leadership, Commercial Banking, Consumer Lending, Banking, Commercial Lending, Small Business Lending, Sales Management, Loans, Strategic Planning, Marketing, Credit, Credit Analysis, Credit Risk, Budgets, Portfolio Management, Business Planning, Accounting, Public Speaking, Sales, Financial Analysis, Management
Education
Wake Forest University School of Business 1975 — 1977
MBA, Finance
University of North Carolina at Chapel Hill 1971 — 1975
BA Chemistry
CommunityOne Bank February 2013 - Present
CommunityOne Bank March 2012 - February 2013
Wells Fargo August 2009 - November 2011
Wachovia Bank August 2007 - August 2009
Wachovia Bank June 1997 - August 2007
First Union National Bank September 1996 - June 1997
Skills
Customer Experience, Call Center, Process Improvement, Customer Satisfaction, Team Building, Mentoring, Business Process..., Change Management, Employee Engagement, Leadership Development, Performance Management, Customer Relations, Coaching, Customer Service, Strategic Planning, Hiring, Conflict Resolution, Continuous Improvement, Problem Solving, Change Leadership, People Management, Business Analysis, Organizational..., Staff Development, Banking, Business Strategy, Operational Excellence, Customer Retention
Education
University of North Carolina at Charlotte
B.A., Business Administration with Finance Concentration
UNC Charlotte July 2012 - Present
T2VC January 2010 - Present
Henry H. Doss, LLC August 2002 - January 2010
PNC Financial Services February 1998 - February 2002
First Union National Bank July 1988 - February 1998
Skills
Strategy, Start-ups, Management Consulting, Leadership, Strategic Planning, CRM, Research, Cross-functional Team..., Entrepreneurship, Management, Nonprofits, Change Management, Marketing, Innovation Consulting, Banking, Program Management, Strategic Partnerships, Market Analysis, Business Strategy, Business Planning, Process Improvement, Product Management, Product Development, Executive Management, Venture Capital, Analytics, TQM, Leadership Development, Coaching, Executive Coaching, Sales, Marketing Research, Strategic Thinking, Product Marketing, Innovation Management, Retail Banking, Data Mining, Thought Leadership, Financial Services, Coaching & Mentoring, Business Advisory, Angel Investing
Education
UNC Charlotte 2012 — 2016
MALS
University of North Carolina at Charlotte 1973 — 1977
BA
Wells Fargo June 2014 - Present
Wells Fargo November 2011 - June 2014
Wells Fargo 2007 - December 2011
Wachovia Corp April 2007 - April 2009
Barclays Capital 2003 - 2007
First Union National Bank 1992 - 2003
Jefferson Pilot Communication 1984 - 1992
Skills
Strategic Human..., Performance Consulting, Leading Organizational..., Talent Management, Risk Management, Compensation, Employee Relations, Demand Managment, Organizational..., Recruiting, Learning Management, Compliance, Employee Engagement, Mergers & Acquisitions, Performance Improvement, Strategic Communications, Leadership Development, Financial Services, Human Resources, Leadership, Succession Planning, Banking, Change Management, Performance Management, Training, Talent Acquisition
Education
University of North Carolina at Chapel Hill
BA
First Citizens Bank March 2015 - Present
First Citizens Investor Services 2012 - Present
SunTrust Bank & Investment Services 2008 - 2012
SunTrust Sports & Entertainment Specialty Group 2006 - 2008
Wachovia Securities, LLC 2003 - 2006
Wachovia Securities, LLC 1999 - 2003
First Union National Bank 1998 - 1999
First Union National Bank 1993 - 1998
Skills
Series 7, Series 9, Series 10, Series 24, Series 63, Series 65, Life & Health Insurance, FINRA
Education
University of North Carolina at Chapel Hill 1988 — 1992
Bachelor of Arts, Communications
Siemens October 2014 - Present
Siemens Energy March 2012 - September 2014
Siemens Energy Inc. March 2000 - March 2012
GMAC Insurance November 1988 - March 2000
First Union National Bank 1987 - 1988
Skills
Lotus Notes, PowerPoint, Quality Assurance, Database Administration, Outlook, People Skills, Quality System, Six Sigma, Microsoft Excel, Quality Systems, Database Management, Training, SharePoint, Microsoft Office 2003, Internet, Minitab, Leadership, Project Management, Analysis, Data Analysis, Idea Management, Corporate Communications, Company Newsletters, KPI Reports, Gas Turbines, Contract Management, Project Planning, Energy, MS Project, Power Generation, Wind Turbines, Wind, Procurement, Turbines, Process Improvement, Program Management, Power Plants, Engineering Management, Microsoft Office, Microsoft Project
Education
Wilkes Community College 1987 — 1988
Technical, Office Technology
University of North Carolina at Chapel Hill 1986 — 1987
Business Administration
Starmount High School 1982 — 1986
High School Diploma, College Prep
The Ormond Group Landscape Services, LLC August 2010 - Present
Barringer & Barringer, Inc. September 1995 - August 2010
First Union National Bank January 1990 - August 1995
Skills
Small Business, Team Building, Strategic Planning, Public Speaking, Business Coaching, Landscaping, Landscape Maintenance, Irrigation, Employee Training, Coaching, Leadership Development
Education
University of North Carolina at Chapel Hill 1987 — 1989
BA, Industrial Relations
Pentagon Federal Credit Union May 2012 - Present
PenFed Credit Union April 2001 - May 2012
First Union National Bank July 1999 - April 2001
Skills
Consumer Lending, Sales, Operations Management, Customer Service, Training, Research, Compliance
Education
University of Maryland University College 2001 — 2004
MBA, Business Administration
Wells Fargo December 2014 - Present
Wachovia, A Wells Fargo Company August 2008 - December 2014
Wachovia, A Wells Fargo Company March 2007 - August 2008
Wachovia, A Wells Fargo Company August 2006 - February 2007
Wachovia, A Wells Fargo Company July 2005 - July 2006
Wachovia, A Wells Fargo Company August 1999 - July 2005
Wachovia, A Wells Fargo Company October 2004 - January 2005
First Union National Bank June 1998 - August 1999
Skills
Banking, Compliance, Underwriting, AML, Credit Cards, Policy, Microsoft Office, Training & Development, Quality Assurance, Process Improvement, Fraud Investigations, Fraud, Fraud Prevention, Financial Regulation, Bank Secrecy Act, Privacy Policies, Information Security..., Management, Leadership, Risk Management, Six Sigma, Team Leadership, Training, Operational Risk...
Education
Stat-A-Matrix 2008 — 2008
Certification, Six Sigma Green Belt Certification
University of Phoenix 2007 — 2008
Master, Psychology
University of North Carolina at Charlotte 1994 — 1998
Bachelor of Science, Criminal Justice
Actively Seeking New Opportunity June 2015 - Present
CFO to GO March 2008 - Present
The PrivateBank August 2006 - February 2008
Bank of America July 2001 - July 2006
First Union National Bank February 1992 - June 2001
Skills
Commercial Banking, Commercial Credit, Mortgage Underwriting, Commercial Lending, Business Planning, Business Development, Small Business, Credit, Banking, Financial Analysis, Management, Sales Management, Portfolio Management, Leadership, Finance, Strategic Planning, CRM, Sales, New Business Development, Loans, Mortgage Lending, Consulting, Analysis, Financial Planning, Customer Service
Education
University of North Carolina at Chapel Hill
Bachelor's degree, Economics
Wells Fargo November 2014 - Present
Wells Fargo October 2011 - Present
ITT Technical Institute October 2011 - April 2012
Wells Fargo February 2010 - October 2011
Wachovia, A Wells Fargo Company October 2000 - February 2010
First Union National Bank 2001 - 2001
Wachovia Bank October 1999 - October 2000
First Union National Bank October 1995 - October 1999
Piedmont Natural Gas October 1993 - October 1995
First Union National Bank June 1990 - October 1993
Skills
Process Improvement, Database Administration, Database Analysis, Business Systems, Excel, Access, VBA, Quality Center, PAC2000, SharePoint, Erwin, ADW, MS Project, MS Office Suite, Java, Oracle, SQL Server 2008..., Unix, Hogan, EZT+, DB2, DB2/SQL, IMS, CICS, IBM DBA Tools, BMC DBA Tools, Mainview, Omegamon, JCL, REXX, KORE, Fileaid, QUIC, TSO, DATA / DB2 XPERT, CLIST, Change Management, Changeman, Xpediter, COBOL, SAS, ITIL, HTML5, IMS DB/DC, Disaster Recovery, Data Modeling, Visio, Databases, Database Design, Testing
Education
University of North Carolina at Charlotte 1995 — 1999
MBA, Business - Concentration in Information and Technology Management
Virginia Polytechnic Institute and State University 1986 — 1990
BS, Management Science - DSS option
Family Dollar July 2013 - Present
Flynn Heath Holt Leadership August 2012 - July 2013
Wells Fargo 2009 - 2011
Wachovia Corporation 2006 - 2008
Wachovia Corporation 2002 - 2005
First Union National Bank 1999 - 2002
First Union National Bank 1995 - 1998
First Union National Bank 1991 - 1994
First Union National Bank 1989 - 1990
First Union National Bank 1986 - 1989
Skills
Talent Management, Performance Management, Human Resources, Succession Planning, Change Management, Recruiting, Employee Relations, Leadership Development, Strategy, Management, Program Management, Employee Engagement, Mergers & Acquisitions, Deferred Compensation, Process Improvement, Executive Coaching, Employee Benefits, Project Management, Organizational..., Coaching, Team Building, Customer Service, Performance Consulting, Mergers, Strategic Leadership, Consulting, Team Leadership, Workforce, Diversity & Inclusion, HR Transformation, Human Capital, HRIS, Communication, Payroll, HR Policies, Learning & Development..., Outsourcing, Onboarding, Re-engineering, Operational Management, HR Shared Services, Trusted Business Partner, Mentoring, Influencing, Presentations, Driving Change, Compensation & Benefits..., Workforce Metrics &..., Talent Acquisition, Leadership
Education
UNC Chapel Hill
BA, Psychology
SunAmerica Financial Group May 2012 - Present
The Hartford January 2012 - May 2012
Sun Life Financial June 2006 - January 2012
Wachovia, A Wells Fargo Company August 1999 - June 2006
First Union National Bank January 1998 - August 1999
Signet Bank January 1997 - January 1998
Skills
Public Speaking, Seminars, Retirement Planning, Group Presentations, Annuities, Wholesaling, Retirement, Annuity, Sales, Fixed Annuities, Financial Advisory, Series 7, Wholesale, Financial Services
Education
The University of Montana 1989 — 1992
BS, Business Finance
Wells Fargo April 2015 - Present
Brink's, Inc. - Cash Logistics September 2000 - February 2015
First Union National Bank January 1997 - September 2000
Tampa Amalgamated Steel January 1991 - September 1996
Internal Revenue Service January 1986 - May 1989
Skills
Logistics, Operations Management, Logistics Management, Transportation, Process Improvement, Supply Chain Management, Transportation..., Team Building, Change Management, Customer Service, Inventory Management, Supply Chain, Forecasting, Shipping, Purchasing, Freight, P&L, Customer Satisfaction, Budgets, Continuous Improvement, Warehousing, Air Freight, Management, Warehouse Management, Negotiation, Cross-functional Team..., Fleet Management, Inventory Control, Leadership, Account Management, P&L Management
Education
University of New Hampshire 1986 — 1990
Accounting and Business/Management
Hillsborough Community College 1981 — 1984
Accounting and Business/Management
Brandon High School 1978 — 1981
HS Diploma, Accounting and Business/Management
New Hanover Regional Medical Center July 2014 - Present
NorthEast Foundation January 2011 - July 2014
NorthEast Foundation January 2009 - January 2011
NorthEast Foundation October 2004 - January 2009
First Charter Bank April 2003 - October 2004
First Union National Bank June 2000 - April 2003
Skills
Fundraising, Nonprofits, Leadership, Strategic Planning, Community Outreach, Non-profits, Team Building, Healthcare, Public Speaking, Program Development, Event Planning, Volunteer Management, Event Management, Community Development, Marketing Communications, Grant Writing, Public Relations
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA, Communication Studies
The Rummage Group September 2007 - Present
Morgan Stanley July 2004 - July 2007
Branch Banking and Trust October 2002 - July 2004
Wachovia Securities September 1999 - September 2002
H&R Block Financial Advisors (Olde Discount Stockbrokers) September 1996 - September 1999
First Union National Bank January 1993 - September 1996
Rumweb Enterprises Inc. June 1986 - October 1992
Education
University of Maryland College Park 1990 — 1993
Bachelor's Degree, Business Finance
University of Maryland - Robert H. Smith School of Business 1989 — 1993
B.S.B.A., Finance, Psychology, Economics
Wells Fargo January 2007 - Present
Wachovia, A Wells Fargo Company June 2001 - March 2005
Wachovia, A Wells Fargo Company November 2000 - June 2001
First Union National Bank August 2000 - November 2000
First Union National Bank April 1998 - August 2000
Marshall Consulting July 1997 - April 1998
Transamerica Reinsurance April 1996 - July 1997
Dataserv, Inc. June 1994 - March 1996
University of Michigan July 1989 - May 1994
Skills
Data Center, Requirements Analysis, Team Leadership, PMO, Integration, Solution Architecture, MS Project, Analysis, Team Building, Portfolio Management, Relationship Management, Leadership, Business Intelligence, Management, ITIL, Strategy
Education
University of Michigan 1985 — 1991
Bachelor's of Science, Actuarial Science
UNOS May 2013 - Present
Signature Consultants January 2013 - April 2013
Virginia Tech January 2012 - September 2012
VCU-VISSTA (School of Social Work) March 2005 - September 2011
Protodesign LLC April 2003 - January 2005
CIBER November 1998 - December 2004
First Union National Bank June 1994 - November 1998
Signet Banking Corporation January 1994 - January 1998
Skills
Adult Education, E-learning, Curriculum Design, E-learning Development, Curriculum Development, Instructor-led Training, Training, Technical Writing, Captivate, Employee Training, Organizational..., Staff Development, Research, Blended Learning, Software Documentation, Higher Education, Distance Learning, Management, Change Management, Human Resources, Leadership Development, E-Learning, Needs Analysis, Adult Learning Theory, Instructional Technology, Camtasia, Technical Training, Hands-on Training, ADDIE, Training Delivery, Editing, Resume Writing
Education
Virginia Polytechnic Institute and State University 2010 — 2012
EdS, Instructional Design and Technology
Virginia Commonwealth University 2006 — 2009
Master of Education, Adult Learning-HRD concentration
Mary Washington College 1986 — 1990
Bachelor of Arts, English
Dragon Slayer Consultants October 2005 - Present
Howard Community College August 2006 - December 2013
First Horizon February 2004 - March 2005
M&T Bank October 2002 - February 2004
Harbor Capital National Bank April 2001 - October 2002
Columbo Bank October 1999 - April 2002
First Union National Bank March 1993 - October 1998
Skills
Business Strategy, Team Building, Coaching, Workshop Facilitation, Training, Risk Management, Organizational..., Strategic Planning, Public Speaking, Change Management, Risk Assessment, Internal Audit, Financial Analysis, Banking, Management, Auditing, Process Improvement, Policy, Leadership, Human Resources, Loans, Management Consulting, Analysis, Nonprofits, Program Management
Education
Walden University 2006 — 2009
Masters, Psycholgy
University of Maryland College Park 1972 — 1975
Bachelors, Economics
Wells Fargo July 2008 - Present
Wells Fargo 2008 - Present
Wachovia, A Wells Fargo Company January 2004 - February 2006
First Union National Bank January 1999 - January 2004
Skills
Credit, Loans, Wealth Management, Wealth, Mortgage Lending, Banking, Consumer Lending, Credit Analysis, Mortgage Banking, Underwriting, Financial Analysis, Finance, Loan Origination, Portfolio Management, Lines Of Credit, Investments
Education
University of North Carolina at Charlotte 1988 — 1993
Bachelor of Arts (B.A.), History
Anson Senior High School
Anson Senior High School
First Citizens Bank August 1993 - Present
First Union National Bank August 1984 - August 1993
Skills
Consumer Lending, Commercial Lending, Small Business Lending, Credit Analysis, Lines Of Credit, Commercial Banking, Credit, Loans, Mortgage Lending, Underwriting, Mortgage Banking, Cash Management, Loan Origination, Banking, Construction Loans, Commercial Mortgages, Refinance, Retail Banking, Home Equity Loans, Credit Risk, USDA, Relationship Management
Education
University of North Carolina at Chapel Hill 1974 — 1978
Bachelor of Science, Business Administration
Express Scripts January 2013 - Present
Express Scripts June 2012 - December 2012
Express Scripts June 2010 - June 2012
Express Scripts July 2008 - June 2010
Robert Half Finance & Accounting March 2007 - July 2008
Citigroup January 2002 - January 2007
First Union National Bank November 1999 - September 2001
Skills
Account Management, Process Improvement, Relationship Management, Insurance, Sales, Forecasting, Vendor Management, Recruiting, Business Development, Sales Presentations, Executive Management, Direct Sales, Financial Analysis, Business Analysis, Sales Management, Credit, Contract Negotiation, Training, Financial Services, Pharmacy Benefit..., Management, Marketing, Strategy, Negotiation, Sales Operations, Leadership, New Business Development, Program Management, Strategic Planning, Selling, Budgets, Analysis, Project Management, Team Building, Team Leadership, Customer Satisfaction
Education
University of Missouri-Saint Louis 1994 — 1998
BSBA, Finance and Accounting
CBC High School 1989 — 1993
Bachelor of Science, Business Administration
Holy Redeemer
Capital One 2013 - 2013
Bank of America 2012 - 2012
Fidelity Investments 2006 - 2009
All Seasons Events January 2001 - 2006
First Union National Bank 1998 - 2001
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
ReMax Results 2004 - Present
First Union National Bank January 1993 - April 2004
Skills
My expertise includes...
Education
University of Minnesota-Twin Cities
History
City of Roanoke, VA August 2006 - Present
Junior League of Roanoke Valley, Inc. 1987 - 2010
John Lambert Associates Advertising & Public Relations January 2001 - August 2006
City of Roanoke Parks and Recreation Department March 1997 - January 2001
First Union National Bank January 1993 - February 1997
Dominion Bankshares Corporation January 1986 - January 1993
Education
University of Mary Washington 1975 — 1979
BA, Economics
City University of Seattle 2015 - Present
Hopkins-Associates 1995 - Present
Carolinas College of Health Sciences 2001 - Present
National University 2013 - Present
Montreat College 2011 - Present
UNC Charlotte 2007 - 2013
First Union National Bank 1998 - 2001
Skills
Leadership Development, Organizational..., Thought Leadership, Higher Education, Research, Non-profits, Nonprofits, Distance Learning, Leadership, Strategic Planning, Training, Student Affairs, Educational Leadership, Management, Teaching, Ninja Skills, Instructional Design, Adult Education, E-Learning, Organizational..., Workshop Facilitation, Curriculum Development, Public Speaking
Education
University of North Carolina at Charlotte 2003 — 2007
Ed.D., Educational Administration
University of Tennessee-Knoxville 1993 — 1995
M.S., Leadership Studies
Winthrop University 1985 — 1989
B.S., Business Administration
Business Executive AssistantMIKE SPEZIALLI CONSUNTANTAugust 2011 - October 2011
First Union National Bank May 1998 - June 2005
The Kosan Crisplant Group January 1998 - May 1998
BB&T September 1997 - January 1998
US Army October 1996 - July 1997
Skills
Team Management, Banking, Social Media Marketing
Education
D.C.School of Law 1993 — 1994
US ARMY SCHOLARSHIP TO LAW SCHOOL, Juris Doctorate (JD), 3.9
Virginia Commonwealth University 1990 — 1993
Master's Degree, English Literature and Theatre Arts, 4.0
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor's Degree, English Literature and Dramatic Arts, 3.9
CliftonLarsonAllen January 2012 - Present
LarsonAllen November 2010 - January 2012
LarsonAllen September 2007 - November 2010
LarsonAllen August 2006 - September 2007
LarsonAllen May 2001 - July 2006
LarsonAllen May 2000 - May 2001
Wachovia Securities, LLC July 1999 - May 2000
First Union National Bank October 1997 - July 1999
Axcess National Network April 1996 - September 1996
The Record Newspaper April 1995 - April 1996
Skills
Email Marketing, Project Management, Inbound Marketing, Writing and Editing, Search Engine..., Marketing Strategy, Journalism, SEO, Marketing, Editing, Marketing Communications, Leadership, Blogging, Press Releases, Proofreading
Education
University of North Carolina at Charlotte 1990 — 1994
Bachelor of Arts, English Major; Journalism Minor
Charlotte Christian School 1985 — 1990
Reid Street Consulting August 2012 - Present
UNC Center for International Understanding July 2014 - November 2014
North Carolina Global TransPark June 2011 - July 2012
KDI Capital Partners April 2009 - June 2011
The State of North Carolina February 2001 - January 2009
First Union National Bank March 1986 - March 1999
Skills
Public Relations, Strategic Planning, Public Policy, Governmental Affairs, Economic Development, Financial Analysis, Public Speaking, Community Development, Marketing, International Relations, Policy Analysis, Analysis, Program Management, Fundraising, Policy, State Government, Project Planning, Coalitions, Management, Grants, Research, Community Outreach, Leadership, Proposal Writing, Grant Writing, Strategic Communications, Political Campaigns, Public Administration, Workforce Development, Legislative Relations, Politics, Program Development, Program Evaluation, Grassroots Organizing, Volunteer Management, Media Relations, Public/private..., Legislation, Speech Writing, Political Consulting, Organizational..., Sustainability, Local Government, Land Use Planning, Public Affairs, Board Development, Energy Policy, Crisis Communications, Political Science, Leadership Development
Education
University of North Carolina at Chapel Hill 1973 — 1975
Master of Business Administration (MBA), Business Administration and Management, General
University of North Carolina at Chapel Hill 1961 — 1966
Bachelor of Arts (BA), Political Science
First Data Corporation 2014 - Present
Chameleon Investments and Chameleon Gymnastics 2010 - Present
Western Union 2011 - 2013
CSD Consulting Inc / Crishara Inc 2002 - 2011
SunTrust Bank 2002 - 2004
AmSouth Bank 2000 - 2002
First Union National Bank 1997 - 2000
Paine Webber 1991 - 1997
Skills
Financial Services, Sales, Investments, Entrepreneurship, Business Development, Sales Management, Leadership, Banking, Finance, Relationship Management, Strategic Financial..., Asset Management, Financial Advisory, Accounting, Real Estate, Management, Sales Process, Payments, Financial Planning
Education
University of Nebraska-Lincoln
BS - Journalism, Economics, Music
Investment - Registered Representative
Licenses - Series 7, 65 and Insurance
Cannon Trust School
Trust Sales
Certified Financial Planner - CFP
CFP
Cedar Fair Entertainment Company January 2014 - Present
Bank of America November 2009 - January 2014
Bank of America February 2008 - November 2009
Bank of America August 2005 - February 2008
Wachovia Bank 2001 - 2005
First Union National Bank 1998 - 2001
Rosenberg Associates Advertising 1990 - 1992
Skills
Relationship Management, Event Management, New Media, Banking, Financial Services, Mortgage Lending, Analytics, Credit, Loans, Credit Cards, Cross Selling, Customer Acquisition, E-commerce, Marketing Strategy, Customer Experience, Retail Banking, Digital Marketing, Online Advertising, Portfolio Management, Integrated Marketing, Strategy, Direct Marketing, Leadership, Marketing, Online Marketing, Segmentation, Brand Development, Management, Sales, PPC, Analysis, Team Leadership, Program Management, Product Marketing, Strategic Communications, Social Media, Project Management, CRM, Internet Banking, Creative Direction
Education
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor of Arts (B.A.), Journalism & Mass Communication
Gibraltar Private Bank & Trust June 2011 - Present
Infinex Financial Group August 2011 - Present
BankUnited August 2006 - June 2011
Citibank 2001 - 2002
First Union National Bank 1990 - 2001
Education
University of Miami - School of Business 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance
Ramius LLC April 2015 - Present
Arden Asset Management LLC September 2011 - March 2015
Belenos Capital Management LLC May 2010 - February 2011
Ivy Asset Management LLC March 2005 - May 2010
Parker Global Strategies, LLC May 2003 - October 2004
Tower Capital, Inc March 2002 - December 2002
Union Bancaire Privée Asset Management December 2000 - March 2002
Morgan Stanley Smith Barney June 1996 - November 2000
Oak Hall Capital Advisors September 1994 - January 1996
First Union National Bank February 1993 - October 1993
Skills
Risk Management, Institutional..., Investment Strategies, Trading, Asset Managment, Capital Markets, Private Equity, Asset Allocation, Series 63, Investments, Portfolio Management, Mutual Funds, Commodity, Fixed Income, Equities, Asset Management, Investment Management, Investor Relations, Fund Of Funds, Alternative Investments, Hedge Funds, Licenses: Series 7, Derivatives, Global Macro, Hedging, Managed Futures
Education
University of North Carolina at Chapel Hill 1982 — 1987
Episcopal High School 1979 — 1982
Burchette & Associates, Inc. January 2000 - Present
Duke Energy 1996 - 1999
First Union National Bank 1978 - 1996
Skills
Strategy, Marketing Strategy, Marketing, Public Relations, Marketing Communications, Media Relations, Fundraising, Integrated Marketing, Advertising, Digital Marketing, Corporate Communications, Social Media, Strategic Planning, Strategic Partnerships, Email Marketing, Social Media Marketing, Strategic Communications, Market Research, Product Development, Pricing, Branding, Corporate Branding, Branding & Identity, User Experience, UX, Strategic Brand..., Positioning, Brand Positioning..., Brand Development, Entrepreneurship
Education
UNC Chapel Hill
B.A., M.A., Double major in English and Psychology; Master's in Research in Education; focus on Human Learning
Wells Fargo October 2010 - Present
Wachovia, A Wells Fargo Company January 2010 - September 2010
Wachovia Bank December 2006 - December 2009
First Place April 2006 - December 2006
Wachovia July 2004 - April 2006
Wachovia Bank April 2000 - July 2004
First Union National Bank November 1996 - April 2000
Federal Reserve Bank of Richmond April 1988 - November 1996
Skills
Essbase, Access, Financial Planning, Microstrategy, Data Management, Automation, Decision Support, Analysis, Relational Databases, Consultancy, Process Improvement, Financial Analysis, Financial Reporting, Excel, Banking, Financial Modeling, Data Warehousing, Forecasting, Business Analysis, Budgeting, Data Analysis, Strategic Planning, SQL, Process Engineering, Business Intelligence, Analytics, Mergers, Problem Solving, Management Consulting, Data Mining, MS Project, Requirements Analysis, MIS, Accounting, Program Management, Budgets, Business Process..., Strategic Financial..., Management, Mergers & Acquisitions, Financial Services, Project Management, Operations Management, Microsoft Excel, Databases, Vendor Management
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 1999
MBA, Marketing
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1982
BS, Business Administration
Wells Fargo April 2013 - Present
Unity Center for Spiritual Living 2001 - Present
Wells Fargo 2009 - 2010
New Life Metropolitan Community Church 1998 - 2006
Myers Park Presbyterian Church 2004 - 2005
Wachovia, A Wells Fargo Company 2002 - 2003
First Union National Bank 2000 - 2002
First Union National Bank January 1998 - 2000
Black & Decker 1995 - 1997
Skills
Management, Music, Business Analysis, Project Management, Writing, Technical Support, Troubleshooting, Help Desk Support, Microsoft Office, Access, Databases, Testing, Operating Systems, System Administration, Process Improvement, System Testing, Computer Hardware, Editing, Copy Editing, SharePoint, Musical Directing, Accompaniment, Choral Conducting, Piano, Vocalist, Keyboardist, Vocal Coaching, Music Transcription, Solo Piano, Musical Improvisation, Church Music, Musical Theatre, Leadership, Training, Classical, Singing, Choral, Vocal
Education
University of North Carolina at Charlotte
Liberal Arts and Music
Garinger High School 1982 — 1985
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
PNC September 2013 - Present
PNC May 2008 - September 2013
Wachovia 2001 - 2008
First Union National Bank May 1997 - 2001
Education
University of South Florida 2001 — 2005
MBA, Finance, International, Management
University of North Carolina at Chapel Hill 1991 — 1995
BA, History/Geography
Landon School 1983 — 1991
HS, General
iQuanti, Inc. July 2014 - Present
Sallie Mae 2006 - April 2014
IDT Corporation 1999 - 2006
First Union National Bank 1998 - 1999
AT&T 1996 - 1998
AT&T 1988 - 1996
Skills
Digital Marketing, Digital Strategy, Mobile Marketing, Entrepreneurship, Multi-channel Marketing, Strategic Planning, Customer Experience, Financial Services, Analytics, Strategy, Strategic Partnerships, Segmentation, E-commerce, Customer Acquisition, Product Management, Marketing Strategy, Competitive Analysis, Database Marketing, Start-ups
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
University of Nebraska-Lincoln
BS, Industrial and Management Systems Engineering
Dassault Systemes August 2007 - Present
Wordscape Communications June 1998 - August 2007
First Union National Bank March 1997 - June 1998
Skills
Speech Writing, Feature Writing, Strategic Communications, Magazine Production, Customer case history..., Demand Generation, Feature Articles, Marketing Communications, Magazines, Product Management, B2B Marketing, Journalism, Corporate Communications, Marketing, Management, Product Marketing, Integrated Marketing, Lead Generation, Product Launch, Messaging, Strategic Partnerships
Education
University of North Carolina at Chapel Hill 1975 — 1979
Bachelor's, Journalism, political science
University of North Carolina at Chapel Hill 1975 — 1979
BA, Journalism
TIAA-CREF February 2014 - Present
TransCentra January 2012 - February 2014
Regulus November 2010 - December 2011
Wells Fargo January 2009 - November 2010
Wachovia, A Wells Fargo Company August 2007 - January 2009
Wachovia November 2004 - August 2007
Wachovia January 2003 - October 2004
Wachovia September 2001 - January 2003
First Union National Bank September 2000 - September 2001
First Union National Bank April 2000 - September 2000
Skills
Data Center, Vendor Management, Network Engineering, VoIP, VPN, Unix, Troubleshooting, Software Documentation, Switches, Servers, Security, Routers, Networking, Network Administration, Management, Integration, ITIL, IT Management, Firewalls, Enterprise Architecture, Disaster Recovery, Cloud Computing, Cisco Technologies
Education
University of Mississippi 1988 — 1989
Physics
Bank of America May 2012 - Present
Bank of America June 2011 - May 2012
Tivoli Partners March 2008 - May 2011
BlueTarp Financial July 2005 - February 2008
BannerDirect June 1999 - June 2005
First Union National Bank January 1989 - June 1999
FGI Research 1986 - 1988
Skills
Direct Marketing, Email Marketing, Marketing, Advertising, Integrated Marketing, Marketing Strategy, Market Research, Direct Mail, Account Management, Creative Direction, Strategy, Public Relations, Trade Shows, Digital Marketing, B2B Marketing, Business Development, Sales, Leadership, Management, Product Development, Sales Operations, Sales Management, Budgets, Training, Program Management, CRM, Lead Generation, Project Management, Customer Retention, E-commerce, Banking, Strategic Partnerships, Interactive Marketing, Customer Acquisition, Financial Services
Education
University of North Carolina at Chapel Hill 1982 — 1986
BA, Advertising/Journalism
RJ Reynolds 1980 — 1982
Sandy Spring Bank July 1997 - Present
Anne Arundel Community College September 1994 - Present
Anne Arundel Community College January 1994 - Present
First Union National Bank January 1996 - June 1997
First Union National Bank January 1996 - January 1997
Household Bank January 1984 - January 1996
Skills
Small Business Lending, Underwriting, Loans, Consumer Lending, Commercial Lending, Banking, Commercial Banking, Business Development, Mortgage Lending, Sales, Coaching, Management, Customer Service, Credit, Loan Origination, Treasury Management, Commercial Real Estate, Small Business, Financial Analysis, Finance, Marketing, Investments, Financial Services, Leadership, Retail Banking, Credit Analysis
Education
State of MD Life & Health
University of Maryland
M.B.A
University of Maryland
B.S, Business Management
University of Maryland Baltimore
Master of Business Administration (MBA)
University of Maryland College Park
MBA
BALTIMORE WASHINGTON MEDICAL CENTER August 1999 - Present
WELLS FARGO BANK September 1986 - Present
First Union National Bank August 1986 - Present
SIGNET BANK/FIRST UNION BANK May 1986 - Present
SIGNET BANK September 1987 - August 1996
Macy's July 1987 - November 1992
HAMBURGERS CLOTHIERS March 1987 - September 1992
First National Bank April 1984 - February 1987
Howard County General Hospital January 1980 - January 1984
UNIVERSITY OF MARYLAND HOSPITAL June 1974 - April 1982
Skills
Real Estate, Investment Banking, Retail Banking, Nursing, Critical Care, Retail Design, Retail Category..., Retail Sales, Retail Marketing, Retail Buying, Hospitals, Automotive Repair, Electronics Repair, Home Repairs, Fashion Buying, Buyer Representation, Patient Safety, Commercial Banking, Banking, Healthcare, Healthcare Management, Program Management, Healthcare Information..., Customer Service, Leadership, Credit, Finance, Risk Management, Financial Analysis, HIPAA, Management, Loans
Education
The Community College of Baltimore County 1989 — 1991
Masters Degree in Nursing and Associate of Arts (AA) in Banking, Business Administration and Management, General
University of Maryland College Park 1970 — 1978
Master's degree, Registered Nursing/Registered Nurse
FOREST PARK SENIOR HIGH 1966 — 1969
DIPLOMA, Business Administration and Management, General
Charlotte Mecklenburg Schools September 2001 - Present
Charlotte Mecklenburg Schools January 2000 - September 2001
Charlotte Housing Authority April 1993 - January 2000
First Union National Bank 1987 - 1993
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), Mathematical Sciences
Seasoned Professional skilled in operations, accounting, controller, non-profits, civic development July 2015 - Present
Service Foods, Inc December 2002 - July 2015
Blue Ribbon Foods, Inc December 2002 - July 2015
Trauner, Cohen & Thomas, LLP 1998 - 2001
Atlanta Culinary Herbs, Inc 1996 - 1998
First Union National Bank 1994 - 1995
US Foods 1993 - 1994
Skills
Process Improvement, CRM, Forecasting, Analysis, Team Building, Leadership, Nonprofits, Sales Operations, Management, New Business Development, Strategic Planning, Sales, Training, Public Speaking, Customer Service, Marketing, Budgets, Marketing Strategy, Business Development, Entrepreneurship, Account Management, Sales Management, Strategy, Start-ups, Team Leadership, Microsoft Office, Microsoft Excel, Budgeting
Education
University of Maryland College Park
Bachelor’s Degree, Economics, one marketing class away from Accounting degree also extensive Urban Studies classes
CLEAResult November 2014 - Present
Goodman Speakers Bureau, Inc. April 2013 - October 2014
Jeff Rutherford Media Relations January 2013 - July 2014
TNR Global June 2011 - November 2012
TNR Global February 2011 - June 2011
Barnes & Noble June 1997 - June 2011
Various online and print publications January 2003 - August 2010
First Union National Bank June 1996 - June 1997
Herman's Sporting Goods April 1994 - May 1996
Skills
Social Media, Customer Relations, Blogging, SEO, Writing, Online Marketing, Internet, Interviewing, Event Management, Sales Management, Sales Operations, Sales Process, HTML, MailChimp, Wordpress, E-commerce, Business Planning, Business Analysis, Management, Human Resources, Customer Service, Interviews, Creative Writing, Marketing, Social Media Marketing, Training, Research, Succession Planning, Editing, Lead Generation, Leadership, Publishing, CRM, Digital Strategy, Business Development, Creative Direction, Sales, Public Relations, Editorial, Public Speaking, Email Marketing, Magazines, Social Networking, Event Planning, Facebook, Integrated Marketing, Copywriting, Content Management
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Science (B.S.), Isenberg School of Management
Bank of America October 2010 - Present
Bank of America March 2002 - October 2010
KPMG Consulting / BearingPoint April 1999 - March 2002
First Union National Bank February 1998 - April 1999
Veda Inc. January 1997 - February 1998
Skills
Risk Management, Mergers & Acquisitions, Banking, Business Analysis, Vendor Management, Business Process..., Program Management, Financial Services, Process Improvement, Portfolio Management, Change Management, IT Strategy, Project Management, Financial Risk, Governance, Business Process, Integration
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1992 — 1996
BS, Mgmt Science & Information Technology
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Women In Business - Executive Leadership Program
Little Idea, LLC 2010 - 2012
Chip Shots Photography, Inc. August 2007 - December 2009
Kelly McCardle Properties February 2007 - August 2007
The Hammond Group LLC May 2005 - December 2006
Wachovia, A Wells Fargo Company February 2002 - May 2005
First Union National Bank October 1997 - February 2000
Education
University of North Carolina at Chapel Hill 1993 — 1997
Business Administration
Devereux Foundation March 2015 - Present
Mono County June 2014 - March 2015
Rite Of Passage February 2013 - June 2014
Douglas County Juvenile probation February 2013 - July 2013
Wic Overseas January 2011 - June 2012
United States Marine Corps August 2006 - June 2009
Teddy Bears Den January 2000 - June 2003
First Union National Bank June 1989 - February 2000
Skills
Elder Care, Gerontology, Case Managment, Mental Health, Program Development, Nonprofits, Community Outreach, Healthcare, Healthcare Management, Administrative..., Crisis Intervention, Home Care, Psychotherapy, Public Speaking, Volunteer Management, Psychology, Fundraising, Interventions, Group Therapy, Training, Case Management, Adolescents, Treatment, Mental Health Counseling, Motivational..., CBT, Behavioral Health, Social Services
Education
University of Southern California 2012 — 2014
Master of Social Work (M.S.W.), Mental Health Counseling/Counselor
University of Maryland College Park 2009 — 2012
Psychology/Criminal Justice, Speech Communication/Nutrition
Upper Darby
Upper Darby
JBS Accretive Consulting December 2012 - Present
PriceSchwenck July 2014 - Present
The Jacksonville Bank March 1999 - Present
PCB Bancorp January 2000 - December 2003
First Union National Bank March 1994 - January 1999
First Union National Bank August 1988 - March 1994
Interbanc February 1984 - August 1988
Skills
Leadership, Banking, Mergers & Acquisitions, Program Management, Finance, Management, Process Improvement, Leadership Development, Team Management, Risk Management, Commercial Lending, Small Business Lending, Executive Management, Credit Analysis, Portfolio Management, Loans, Credit, Mortgage Lending
Education
University of Miami 1992 — 1996
Master of Science (MS) in Quality Management, Graduated with honors
University of South Florida 1968 — 1970
Master of Business Administration (MBA), Accounting and Finance, Graduated with honors
University of South Florida
Bachelor of Science (BS), Accounting and Finance
LPL Financial July 2012 - Present
LPL Finanical June 2011 - July 2012
Fifth Third Bank October 2006 - March 2009
Wachovia, A Wells Fargo Company April 2006 - September 2006
ADP Small Business Solutions August 2004 - November 2005
First Union/ Wachovia Bank December 1999 - September 2003
First Union National Bank June 1998 - December 1999
First Union National Bank January 1997 - June 1998
First Union National Bank November 1995 - January 1997
BlueCross BlueShield of SC December 1993 - April 1995
Skills
Outlook, Lotus Notes, Windows, Rumba, Beta (TPX), AS400, Leadership, Excel, Word, Access, SharePoint, MS Project, Analysis, Quality Assurance, Asset Management, Attention To Detail, Banking, Team Building, Customer Relations, Coaching, Customer Service, Call Center, Client Service, Data Analysis, Data Entry, DOS, Administrative Duties, Feedback, Medical Coding, Health Insurance, Project Coordination, 10 Key, Notary Public, Oracle, Organizing, PowerPoint, Quality Management, Problem Solving, Administrative Support, Stellent, Citrix, Financial Services, Program Management, Recruiting
Education
University of North Carolina at Charlotte 2008 — 2013
Bachelors, Communications
Carlisle & Gallagher Consulting Group December 2010 - Present
Community Involvement and Volunteer Leadership 2007 - 2013
General Physics May 2009 - December 2010
Wachovia March 2006 - December 2006
Wachovia June 2004 - February 2006
Wachovia 2002 - June 2004
Wachovia 2001 - 2002
First Union National Bank 1997 - 2001
FacFind Marketing Research 1995 - 1997
First Union National Bank 1992 - 1994
Skills
Interview Coaching, Resume Writing, Training Documentation, Corporate Communications, Partner Relationship..., Strategic Projects, Team Performance, Volunteer Leadership, Membership Recruitment, Committee Management, Employee Surveys, Interview Skills, Job Search Support, Job Coaching, Performance Improvement, Customer Experience, Business Process Mapping, Recruiting, Business Analysis, Employee Engagement, Process Improvement, Onboarding, Needs Analysis, Learning Management, Talent Management, Training, Change Management, Program Management, Strategy, Leadership, CRM, Coaching, Business Process, Leadership Development, Management, Human Resources, Analysis, SharePoint, Consulting
Education
University of North Carolina at Charlotte 1989 — 1992
BS, Psychology
Wells Fargo June 2009 - Present
Wachovia April 1994 - June 2009
First Union National Bank February 1993 - April 1994
DeRoyal Industries June 1992 - February 1993
First Union National Bank June 1986 - June 1992
Skills
Performance Consulting, Leadership Development, Needs Analysis, Instructional Design, Organizational..., Learning Management, Blended Learning, Instructor-led Training, Project Management, Employee Engagement, Training, Talent Management, Employee Training, Team Building, ADDIE, Technical Writing, Succession Planning, Management, Leadership, Workshop Facilitation, Training Delivery, E-Learning, Organizational..., Performance Management, Analysis, Captivate, Performance Improvement, Onboarding, Executive Coaching
Education
University of North Carolina at Chapel Hill 1982 — 1986
Bachelor of Arts, Journalism/Mass Communication
North Carolina Office Of The Commissioner of Banks January 2012 - Present
Fidelity Bank December 1999 - January 2012
First Union National Bank 1982 - 1999
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1973 — 1977
BS Business Administration, Finance, Marketing, Sales
North Carolina School of Banking
City of Raleigh Municipal Government September 2014 - Present
Regions Financial Corporation March 2006 - December 2013
Wachovia Bank, National Association July 2005 - March 2006
Wachovia Bank, National Association March 2004 - June 2005
Wachovia Bank, National Association December 2001 - February 2004
First Union National Bank December 1999 - December 2001
Norwest Mortgage October 1999 - December 1999
Vail Resorts September 1997 - September 1999
Waterfall Information Systems, Inc. September 1996 - August 1997
OPC Mental Health Center June 1996 - August 1996
Skills
Corporate Trust, Banking, Relationship Management, Account Management, Municipal Bonds, Bonds, Escrow, Cash Management, Asset Management, Finance, Document Review, Compliance, Risk Management, Priority Management, Customer Service, Customer Satisfaction, Customer Retention, New Customer..., Proposal Writing, Negotiating Fees, Sales, New Business Development, Cold Calling, Salesforce.com, Marketing, Issue Resolution, Problem Solving, Employee Training
Education
University of North Carolina at Chapel Hill 1992 — 1996
Bachelor of Arts (BA), Communication Studies
CAPTRUST June 2012 - Present
NCM Capital February 2008 - October 2011
Lehman Brothers March 2004 - February 2008
First Union National Bank June 1997 - June 2001
Skills
Equity Research, Investments, Banking, Financial Modeling, Portfolio Management, Equities, Valuation, Alternative Investments, Asset Allocation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Investment Management
Washington and Lee University 1993 — 1997
BA, Economics
Charlotte Latin 1980 — 1993
Ed Mullis Properties April 2012 - February 2014
ATI Allvac June 2010 - April 2012
Air-1 Inc. May 2003 - June 2010
Air-1 Inc. December 2000 - May 2003
First Union National Bank 1997 - 1999
Alanby August 1992 - October 1995
Skills
Performance Management, Sales Process, Sales, Account Management, New Business Development, Strategic Planning, Contract Negotiation, Pricing, Forecasting, Negotiation, Cross-functional Team..., Inventory Management, Sales Management, Cold Calling, Recruiting, Training, Inside Sales, Field Sales, Marketing, Communicaitons, Leadership, Management, Customer Service, Business Development, Staffing Services
Education
University of North Carolina at Charlotte 1995 — 2000
Bachelor's degree, Political Science
Medalist Capital March 2004 - Present
Capital Land Partners 2004 - Present
Capital Advisors March 1994 - February 2004
Cameron Brown Company/First Union Mortgage Corp 1986 - 1994
First Union National Bank 1984 - 1986
Skills
Banking, Commercial Real Estate, Retail, Hotels, Finance
Education
University of North Carolina at Chapel Hill 1980 — 1984
BA, History
Episcopal High School, Alexandria, Va 1977 — 1980
Northwestern Mutual Financial AdvisorNorthwestern MutualAugust 1996 - Present
Northwestern Mutual Financial Network August 1996 - Present
First Union National Bank January 1992 - August 1996
Skills
Strategic Financial..., Asset Management, Life Insurance, Retirement Planning, Risk Management, Wealth Management, Small Business, Leadership, Fixed Annuities, Loans, Long-term Care, Finance, Disability Insurance, Estate Planning, Insurance, Investment Management, Customer Service, Public Speaking, Portfolio Management, Financial Analysis, Retirement, Management, Investments, Strategic Planning, Long Term Care Insurance
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS Business Administration
WellStar Foundation January 2011 - Present
Wachovia Bank April 2006 - January 2011
Wachovia Bank March 2003 - April 2006
Wachovia Bank January 2001 - March 2003
First Union National Bank September 1997 - January 2001
First Union National Bank July 1996 - September 1997
First Union National Bank August 1994 - July 1996
First Union National Bank August 1993 - August 1994
First Union National Bank January 1988 - August 1993
BOYDEN INTERNATIONAL January 1987 - January 1988
Skills
CRM, Management, Banking, Mergers & Acquisitions, Sales, Credit, Portfolio Management, Customer Satisfaction, Finance, Financial Services, Customer Service, Customer Retention, Commercial Banking, Project Planning, Customer Experience, Small Business Lending, Lines Of Credit, Cash Management, Risk Management, Mortgage Lending, Credit Analysis, Consumer Lending, Underwriting, Relationship Management, Leadership, Commercial Lending, Cross Selling, Loans, Retail Banking, Asset Based Lending, Loan Origination, Strategic Financial..., Mortgage Banking, Financial Analysis, Small Business, Treasury Management
Education
University of North Carolina at Chapel Hill 1969 — 1971
BS, Industrial Relations
Keller Graduate School of Management
TriNet January 2009 - Present
Lead Dog Realty, Inc March 2006 - July 2010
First Union National Bank 1991 - 2002
Education
University of North Carolina at Chapel Hill 1990 — 1994
BA, Industrial Relations
Truliant Federal Credit Union Senior Vice President of MarketsTruliant Federal Credit Union2005 - Present
BB&T April 1998 - July 2005
Allegacy Federal Credit Union January 1997 - April 1998
First Union National Bank July 1993 - January 1997
Adecco 1987 - 1993
Education
University of North Carolina at Chapel Hill 1982 — 1986
Bachelor of Arts, International Studies, Spanish
Cardinal Logistics Management April 2015 - Present
Cardinal Logistics Management August 2014 - April 2015
Wells Fargo Bank 2008 - March 2014
Wachovia Bank 2003 - 2008
Wachovia Bank 2001 - 2003
First Union National Bank 1998 - 2001
JDSU/Acterna/TTC 1989 - 1998
Skills
Vendor Management, SDLC, Enterprise Architecture, Cisco Technologies, Integration, Data Center, Disaster Recovery, Business Strategy, Process Improvement, Change Management, Visio, Business Analysis, Switches, Servers, WAN
Education
University of Maryland College Park 1983 — 1989
Master's degree, Computer Systems Management
University of Maryland College Park
Bachelor's degree, Computer Science
The Langley School April 2004 - Present
VIPdesk July 2001 - 2004
FutureNext, Inc. June 2000 - July 2001
Boland Services, Inc. August 1998 - June 2000
First Union National Bank August 1996 - June 1997
Skills
Accounting, Budgets, Finance, Financial Analysis, Nonprofits, Public Speaking, Management
Education
University of Maryland College Park 1991 — 1996
NCR Corporation March 2007 - Present
Bank of America 2007 - 2007
Bank of America 2003 - 2007
Bank of America 1998 - 2003
Bank of America 1993 - 1998
First Union National Bank 1990 - 1993
First Union National Bank 1988 - 1990
First Union National Bank 1983 - 1988
First Union National Bank 1982 - 1983
Network Computing Corporation 1982 - 1982
Skills
Microsoft SQL Server, Visual Basic, Databases, Enterprise Software, Software Development, ATM networks, Integration, Architectures, Troubleshooting, COBOL, Access, Project Management, Testing, Management
Education
University of North Carolina at Charlotte 1975 — 1978
Chemistry, Computer Science
Bank of America June 2015 - Present
Bank of America January 2005 - June 2015
Mentor 4 September 2004 - January 2005
The Elevator Channel 2003 - September 2004
TechTrain 2001 - 2003
First Union National Bank 2000 - 2001
Skills
Security, Information Security, Risk Assessment, Business Continuity, IT Strategy, Enterprise Architecture, Information Security..., CISSP, Identity Management, Vulnerability Assessment, Operational Risk..., PCI DSS, Banking, Security Awareness, Network Security, Risk Management, IT Audit, Firewalls, Information Technology, Disaster Recovery, CISA, Financial Risk, Vendor Management, Computer Security, Computer Forensics, IT Management, Vulnerability Management, Penetration Testing, Active Directory, Enterprise Risk..., Business Analysis, Data Security, Application Security, Security Audits, SharePoint, VPN, VMware, IT Operations, Security Architecture..., Incident Management, Information Assurance, Business Continuity..., Network Architecture
Education
University of North Carolina at Charlotte 1992 — 1995
BA, English Language and Literature, General
AltaMira Mortgage, LLC October 2013 - Present
Wachovia, A Wells Fargo Company March 2009 - October 2013
Wells Fargo March 2008 - February 2009
Wachovia Bank May 1994 - March 2008
First Union National Bank May 1991 - May 1994
NCNB June 1990 - May 1991
Skills
Mortgage Lending, Loans, Residential Mortgages, Finance, Loan Origination, Product Development, Mortgage Banking, Credit, Insurance, Banking, Capital Markets, Portfolio Management, Credit Analysis, Risk Management, Underwriting
Education
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor of Arts, Economics
Helix Financial, now Blackrock Solutions May 2009 - August 2009
Wachovia Securities February 2003 - October 2008
First Union National Bank June 1998 - September 2000
Skills
CMBS, Securitization, Business Development, Real Estate, Portfolio Management, Asset Management, Fixed Income, Loan Origination, Loans, Structured Products, Due Diligence, Valuation, Real Estate Economics, Commercial Mortgages, Structured Finance, Commercial Real Estate, Financial Modeling, Financial Structuring, Underwriting, Credit, Real Estate Financing, Mortgage Servicing, Real Estate Transactions, Financial Analysis, Loan Servicing, Mortgage Underwriting
Education
University of Mary Washington
B.S., Business Administration
First Union National Bank 1993 - 2002
Education
University of North Carolina at Chapel Hill 1989 — 1993
First Union 1985 - Present
RemX Financial Staffing 2007 - 2007
Strategic Search, Inc. 2004 - 2007
First Union National Bank 1987 - 2003
Education
University of Minnesota-Twin Cities 1981 — 1986
Duke Energy Corporation January 2013 - Present
Duke Energy Corporation October 2011 - December 2012
Wells Fargo Advisors September 2010 - October 2011
Wachovia, A Wells Fargo Company March 2010 - August 2010
FIRST PLACE/ WACHOVIA CORPORATION December 2008 - June 2009
Wachovia, A Wells Fargo Company September 2002 - September 2008
OfficeMax June 1999 - June 2001
SOUTHHALL EXECUTIVE SERVICES January 1997 - April 1999
First Union National Bank January 1992 - January 1996
Skills
60 wpm Typing, Advanced Microsoft..., Administrative Support, Customer Relations, Typing, Research, Retail, Administrative..., Customer Service, Payroll, Management, Microsoft Excel, Administrative..., Banking, Microsoft Office, PowerPoint, Data Entry, Microsoft Word, Spreadsheets, Training, Access, Leadership
Education
University of North Carolina at Charlotte 1981 — 1984
Bachelor of Arts, Psychology
Western Carolina University 1979 — 1980
TIAA-CREF June 2014 - Present
BB&T September 2012 - July 2013
BB&T June 2008 - September 2012
Wachovia Bank September 2004 - June 2008
Wachovia Corporation May 2002 - September 2004
First Union National Bank June 1999 - May 2002
WJZY- TV 1987 - 1990
Skills
Strategy, Strategic Planning, Financial Services, Wealth Management, Succession Planning, Leadership Development, Talent Management, Performance Management, Performance Consulting, Banking, Instructional Design, Leadership, Employee Engagement
Education
American Society of Trainers and Developers 2004 — 2004
Certificate, Human Performance Improvement
University of North Carolina at Chapel Hill 1979 — 1983
BA, Communications
Trey W. Siner Insurance & Investments 2014 - Present
UNC Nutrition Research Institute 2009 - 2012
Wachovia 2002 - 2007
First Union National Bank 1995 - 2002
NC Small Business & Technolgy Development Center 1993 - 1995
Skills
Marketing Strategy, Entrepreneurship, Marketing, Start-ups, Project Management, Strategy, Program Management, Strategic Planning, Marketing Management, Leadership, Internal Communications, Management, Integrated Marketing, Process Improvement, Cross-functional Team..., Vendor Management, Online Marketing, Communication, Social Skills
Education
University of North Carolina at Charlotte - Belk College of Business 1992 — 1995
MBA, M.B.A., Marketing
University of North Carolina at Chapel Hill 1988 — 1992
BA, Industrial Relations
Ameris Bank September 2013 - Present
The PrivateBank and Trust Company July 2005 - July 2013
Royal Bank of Canada 2002 - 2005
First Union National Bank 1999 - 2002
Skills
Commercial Banking, Loans, Treasury Management, Credit, Credit Analysis, Underwriting, Banking, Credit Risk, Commercial Lending, Portfolio Management, Capital Markets, Investments, Financial Analysis, Asset Managment
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelors, Communications
James Sprunt Community College 2013 - Present
Independent November 1981 - January 1997
First Union National Bank 1977 - 1984
Skills
Project Management, Microsoft SQL Server, Windows, Data Analysis, Access, Microsoft Office, Program Development, Servers, Outlook, Financial Analysis, Software Documentation, Change Management, Databases, Unix, HRIS, System Administration, Computer Hardware, Non-profits, Operating Systems, Higher Education, Team Building, Public Speaking, Negotiation, Project Planning, Problem Solving, IT Management, Staff Development, Program Management, Process Improvement, Business Analysis, Microsoft Word, Network Administration, Leadership Development, IT Operations, Visio, Teaching, Program Evaluation, Budgets, PowerPoint, Business Intelligence, ITIL, Strategic Planning, Troubleshooting, Research, Microsoft Excel, Programming, SharePoint, IT Strategy, Customer Service, Business Process
Education
Lenoir Community College 1985 — 1987
Business Computer programming
University of North Carolina at Chapel Hill 1972 — 1976
Bachelors, Math Education
Renasant Bank July 2010 - Present
Crescent Bank March 2000 - July 2010
Futurus Bank 2000 - 2005
First Union National Bank 1998 - 2000
REFS 1996 - 1998
Education
Leadership North Fulton
University of North Carolina at Chapel Hill
Gordon Brothers-AccuVal July 2015 - Present
SunTrust Bank 2009 - July 2015
Atlantic Capital Bank March 2007 - December 2009
Wachovia Bank July 2000 - March 2007
Deutsche Financial Services January 1998 - June 2000
First Union National Bank February 1994 - January 1998
Skills
Asset Based Lending, New Business Development, Commercial Lending, Commercial Banking, Banking, Loans, Portfolio Management, Credit Analysis, Underwriting, Small Business Lending, Private Equity, Corporate Finance, Cash Flow, Structured Finance, Middle Market, Management, Credit, Factoring, Mergers & Acquisitions, Finance, Financial Structuring, Credit Risk, Due Diligence, Cash Management, Loan Origination, Capital Markets, Treasury Management, Commercial Mortgages, Commercial Finance, Cash Flow Lending, Funding
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1973 — 1977
BS, Business Administration
Wells Fargo Bank November 2001 - Present
Invesco Funds Group January 2000 - January 2001
LendingTree January 1999 - January 2000
First Union National Bank January 1998 - January 1999
Wachovia, A Wells Fargo Company January 1996 - January 1998
MCI Corporation January 1995 - January 1996
DynCorp International January 1991 - January 1995
Unisys January 1989 - January 1991
ARINC Research Corp March 1986 - August 1989
SSAI January 1984 - March 1986
Education
University of Maryland University College 1992 — 1995
MS, Computer Systems Management
University of Maryland College Park 1981 — 1987
BS, Computer Science
Bank of America June 1997 - Present
First Union National Bank October 1993 - June 1997
Skills
Banking, Financial Services, Insurance, Management, Program Management, Operations Management, Credit, Product Management, Risk Management, Loans, Relationship Management, Sales, Budgets, Portfolio Management
Education
UNC Chapel Hill 1974 — 1978
BA, History
Chemical Bank February 2009 - Present
Southern Michigan Bank and Trust April 2006 - February 2009
Standard Federal Bank November 2002 - April 2006
First Union National Bank 1991 - 2002
Education
University of Michigan 1985 — 1989
BA, Economics
Capital One January 2013 - Present
Bank of America May 2009 - January 2013
Owner, Heather Wingo February 2004 - May 2009
First Union National Bank October 1998 - December 2000
First Union National Bank October 1996 - October 1998
First Union National Bank January 1996 - October 1996
Wal-Mart May 1994 - August 1994
Skills
Client Education, Development, Instructional Design, Management, Marketing Communications, Project Management, Strategic Partnerships, Training
Education
Winthrop University 2011 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1995
B.S., Business Administration
Charlotte Psychotherapy&Consultation Group June 2001 - Present
First Union National Bank 1991 - 1996
CMC Behavioral Health March 1983 - February 1987
Skills
Child/Adolescent..., Couples Counseling, Executive Coaching, Psychotherapy, Family Therapy, Life Transitions, Group Therapy, CBT, Grief Counseling, Clinical Supervision, EMDR, Mindfulness, Mental Health, Anger Management
Education
University of North Carolina at Chapel Hill
Master of Social Work (MSW), Clincial Social Work
Brady Distributing Company August 1995 - Present
First Union National Bank August 1993 - August 1995
Skills
Strategic Planning, Sales Management, Marketing, Sales, Purchasing, Business Development, Team Building, Mergers & Acquisitions, Financial Analysis, Credit, New Business Development, Leadership, Customer Service, Marketing Strategy
Education
UNC Chapel Hill 1989 — 1993
Bachelor of Arts (B.A.), Economics
Charlotte Country Day
Charlotte Country Day
UNC- Chapel Hill
Bachelor of Arts (B.A.), Economics
Sprint July 2011 - July 2015
Donald Poles/ Frances Laine July 2010 - July 2011
Sprint March 2001 - July 2008
First Union National Bank May 1998 - March 2001
GE Capital January 1995 - April 1998
Skills
Training Facilitation, Management, Microsoft Office, Customer Service, Coaching, Microsoft Excel, Public Speaking, Leadership, Strategic Planning
Education
University of North Carolina at Chapel Hill 1981 — 1985
Bachelor of Arts (B.A.), Speech Communications
Pfeiffer University, Charlotte, NC
Master of Arts (M.A.), Organizational Management
Wells Fargo January 2009 - Present
Wachovia, A Wells Fargo Company April 2006 - December 2008
Wachovia Bank February 2002 - April 2006
First Union National Bank May 1998 - February 2002
First Union National Bank June 1992 - May 1998
First Union July 1990 - June 1992
University of North Carolina at Charlotte August 1988 - June 1990
Skills
AML, Risk Management, Risk Assessment, Compliance, Trust Services, Private Banking, OFAC, Estate Administration, Policy
Education
University of North Carolina at Charlotte 1987 — 1990
BS, Business
Fifth Third Bank August 2012 - Present
SunTrust Bank January 2010 - July 2012
KeyBank Real Estate Capital January 2005 - December 2009
SouthTrust Bank January 1994 - December 2004
First Union National Bank June 1987 - December 1994
Education
University of North Carolina at Chapel Hill 1983 — 1987
BS, Business Administration/Economics
Coastal Federal Credit Union Vice PresidentCoastal Federal Credit Union2008 - Present
First Union National Bank 1981 - 2001
Skills
Banking, Risk Management, Team Building, Mortgage Lending, Loans, Credit, Sales Management, Financial Analysis, Coaching, Leadership Development, Strategic Planning, Customer Service, Process Improvement, Training, Management, Leadership, Consumer Lending, Credit Cards, Credit Unions, Change Management
Education
University of North Carolina at Chapel Hill 1980 — 1984
Journalism, Advertising
First Citizens Bank April 2010 - Present
Wachovia Corporation Legal Division April 2002 - August 2009
First Union National Bank February 1999 - April 2002
Wachovia Bank, N.A. April 1993 - January 1999
Skills
Wealth Management, Compliance, Risk Management, Legal Compliance, Retirement Planning, Management, Securities, Banking, Portfolio Management, Asset Management
Education
University of North Carolina School of Law 1988 — 1991
JD, Law
University of North Carolina at Chapel Hill 1981 — 1985
BA, English & Economics
Blythe Development Co. July 2004 - Present
First Union National Bank 1990 - 1995
Skills
Strategic Planning
Education
University of North Carolina at Chapel Hill 1984 — 1988
AB, Economics
C. Schrader May 2013 - Present
Livingston International November 2011 - April 2013
Livingston International November 2011 - March 2012
The Hipage Company,Inc. 1989 - January 2012
First Union National Bank 1984 - 1989
Southern Overseas Corporation 1964 - 1984
Skills
International Trade..., Trade Compliance, Freight Forwarding, International Logistics, Import, Ocean, International Trade, Air Freight, Freight, Transportation, Export, Logistics, Shipping, Business Strategy, Strategic Planning, Team Building, International Sales, Sales, Management, International Business, Business Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1959 — 1963
BS, Business Administration/Marketing
Door Ministries August 2014 - Present
Meals on Wheels April 2014 - Present
Sacred Heart Cathedral June 2014 - Present
North Raleigh Ministries April 2014 - November 2014
ClearPoint Credit Counseling Solutions January 2001 - October 2013
First Union National Bank 1992 - 2001
Skills
Reverse Mortgages, Loans, Mortgage Lending, Credit, Credit Counseling, Financial Education
Education
University of North Carolina at Chapel Hill 1970 — 1974
BA, Sociology
Bank of America October 2012 - Present
Bank of America September 2009 - October 2012
Bank of America August 2006 - September 2009
Bank of America March 2003 - August 2006
Ballantyne Consulting Group September 2000 - March 2003
CapGemini Ernst & Young April 1999 - September 2000
Bank of America April 1997 - April 1999
First Union National Bank January 1994 - April 1997
Skills
Management, PowerPoint, Leadership, Research, Data Warehousing, Presentation Skills, Data Management, Stakeholder Engagement, IT Business Strategy, Business Requirements, Metadata Management, Data Provisioning, Data Quality Control, Data Control, Online Marketing, Analytics, Web Analytics, Online Sales Management, Mobile Marketing, Vendor Management, Business Strategy, Business Analysis, Banking, Business Process, Process Improvement
Education
University of North Carolina at Charlotte 1988 — 1993
Bachelor's Degree, Mathematics
IT consultant Self Employed 2012 - Present
MedCath 2010 - 2012
Northrop Grumman M5 Network Security 2009 - 2010
Azaleos 2007 - 2009
M3 Technology Group 2005 - 2007
TierServe.com 2000 - 2005
IKON Office Solutions 1998 - 2000
Vanstar 1996 - 1998
First Union National Bank 1990 - 1995
Skills
Integration, Professional Services, SAN, Management, Active Directory, Quest Archive Manager, NDS Migrator, VMware, Hyper-V, P2V, Windows Server, IT Service Management, Citrix, Quest Migration Manager, Databases, Migration Projects, Microsoft Exchange, SQL, Mimosa, Nimble, Disaster Recovery, System Deployment, Servers, Microsoft SQL Server, Visio, Help Desk Support, SharePoint
Education
University of North Carolina at Charlotte 1989 — 1995
Bachelor of Science (B.S.) in Business Administration, Management Information Systems
University of North Carolina at Chapel Hill 1987 — 1989
Business Administration and Management, General
South State Bank October 2009 - Present
Wachovia, A Wells Fargo Company March 2007 - October 2009
RBC Bank May 2003 - March 2007
Wachovia Securities June 2000 - May 2003
First Union February 1993 - June 2000
First Union National Bank January 1990 - February 1993
Front Page Pubs Limited June 1989 - November 1989
Skills
Banking, Commercial Banking, Commercial Lending, Credit Analysis, Financial Analysis
Education
Wake Forest University School of Business 1997 — 1999
MBA, Business Administration
University of North Carolina at Chapel Hill 1985 — 1989
BA, Political Science
Citizens Bank July 2014 - Present
Union Bank May 2007 - July 2014
SunTrust Bank July 2001 - April 2007
First Union National Bank June 1995 - March 2000
Skills
Derivatives, Interest Rate Swaps, Fixed Income, Management, Trading, Interest Rate..., FX trading, Portfolio Management, Proprietary Trading, Derivatives Trading, Bonds, Options, Hedging, Financial Markets, Swaps, Foreign Exchange, Structured Products, FX Options, Capital Markets, Bloomberg, Market Risk, Financial Structuring, Credit Derivatives, Treasury Management, Equity Derivatives, Equities, Hedge Funds
Education
University of North Carolina at Chapel Hill 1991 — 1995
B.A., Economics
Wells Fargo Home Mortgage July 2013 - Present
Wells Fargo home March 2012 - June 2013
Wells Fargo Home Mortgage February 2011 - March 2012
HomEq March 2008 - October 2010
HomEq May 2007 - March 2008
HomEq March 2002 - April 2007
Wachovia Bank January 1999 - February 2002
Fist Union Mortgage Corp. August 1998 - November 1999
First Union National Bank January 1994 - August 1998
Fist Union Mortgage Corp. January 1991 - January 1994
Skills
Mortgage Servicing, Budgets, Financial Reporting, Default, Bankruptcy, Foreclosures, Loans, Loss Mitigation, Loan Servicing, Mortgage Lending, Analysis, Mortgage Banking, Process Improvement
Education
University of North Carolina at Chapel Hill
Bachelor of Arts, Economics
Signature Smiles July 2008 - August 2013
Morgan Stanley October 2007 - July 2008
Wachovia Mortgage Corp August 2004 - December 2005
Pinnacle Lending Group December 2003 - July 2004
International Banking Technologies April 2003 - December 2003
Careers USA March 2002 - June 2002
Certified Vacation Group June 2001 - September 2001
First Union National Bank August 1998 - January 2001
Amnex International, Inc July 1997 - August 1998
First Union National Bank March 1996 - July 1997
Skills
Dynamic Trainer, Consultants, Sales Management, Sales Presentations, Customer Service, Marketing, Coaching, Budgets, Management, Finance, New Business Development, Account Management, Microsoft Office, Analysis, Training, Purchasing, Customer Retention, Sales, Social Media Marketing, Recruiting, Research
Education
University of Maryland Baltimore County
BA, Education, English
self August 2008 - Present
Central Carolina Bank & SunTrust Banks 1984 - 2008
First Union National Bank August 1972 - August 1984
Skills
Risk Management, Mortgage Lending, Portfolio Management, Series 7, Licensed Life and..., Accident, Securities, Investments, Licensing, Financial Risk, Finance, Retail Banking, Mutual Funds, Leadership, Capital Markets, Financial Advisory, Fixed Annuities, Estate Planning, Due Diligence, Small Business, Strategic Financial..., Management, Underwriting, Private Banking, Asset Managment, Retirement Planning, Business Strategy, Cross Selling, Branch Management, Credit Risk, Insurance, Equities, Financial Services, Investment Advisory, Alternative Investments, Asset Allocation, Project Finance, Wealth Management..., Treasury Management, Bonds, Retirement, Lines Of Credit, Investment Banking, Fixed Income, Management Consulting, Investment Management, Cash Management, Derivatives, Relationship Management, Wealth
Education
UNC Chapel Hill 1963 — 1968
A.B., Political Science and History
NC School of Banking, UNC-CH
Certificate in Banking/Finance, Banking and Financial Support Services
Wells Fargo Securities March 2012 - Present
Credit Suisse January 2006 - March 2012
US Foodservice November 2003 - December 2005
US Foodservice May 2003 - November 2003
US Foodservice October 2001 - May 2003
First Union National Bank January 1998 - January 2001
Skills
Back Office, Business Process, SDLC, Testing, SharePoint, Unix, Production Support, ITIL, Software Documentation, Databases, Technical Support, Management, Credit Derivatives, XML
Education
University of North Carolina at Charlotte 1997 — 2000
BA, Computer Science
Wells Fargo March 2013 - Present
Wells Fargo Bank July 2010 - February 2013
Wachovia Bank/Wells Fargo Bank 2007 - 2010
Bank of America 1999 - 2007
First Union National Bank 1998 - 1999
Central Carolina Bank 1989 - 1998
Skills
Loans, Underwriting, Wealth Management, Commercial Lending, Credit, Banking, Risk Management, Portfolio Management, Mortgage Lending, Mortgage Underwriting, Credit Analysis, Commercial Mortgages, Consumer Lending, Loan Servicing, Cross Selling
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, Economics
Kindermusik International September 1996 - Present
First Union National Bank 1984 - 1996
Skills
Music, Teaching, Public Speaking, Teacher Training, Early Childhood Music..., Professional..., Piano, Early Childhood..., Staff Development, Grant Writing, Curriculum Design, Curriculum Development, Fundraising, Program Development, Lesson Planning, Classroom, Nonprofits, Community Outreach, Educational Technology, Volunteer Management
Education
University of North Carolina at Chapel Hill
Bachelor of Science (BS)
HSBC PRIVATE BANK INTERNATIONAL November 2002 - Present
DRESDNER BANK LATEINAMERIKA A.G July 1996 - November 2002
First Union National Bank October 1986 - September 1996
FIRST UNION NATIONAL BANK OF FLORIDA January 1991 - January 1996
First Union September 1991 - October 1994
SOUTHEAST BANK, N.A. July 1989 - September 1991
Southeast Bank, N.A. September 1983 - July 1987
Skills
Microsoft Office, Excel, Customer Service, Word, Analysis, Banking, Commercial Banking, Credit, Credit Analysis, Credit Risk
Education
Southeast
University of Miami 1978 — 1981
BBA, Business Management & Organization
Miami Dade Community College 1976 — 1978
AA
Invesco August 2013 - Present
USAA September 2009 - August 2013
AIG Investments 2006 - 2009
Invesco 2004 - 2006
ING Capital Advisors 2001 - 2004
First Union National Bank 1997 - 2001
Education
University of Mississippi 1995 — 1997
Bachelor of Accountancy
Wells Fargo June 2012 - Present
Charlotte, NC November 2011 - June 2012
Wachovia, A Wells Fargo Company May 2009 - October 2011
Wachovia, A Wells Fargo Company June 2007 - April 2009
Wachovia, A Wells Fargo Company October 2005 - February 2007
Businesses in Charlotte, NC July 1999 - February 2004
First Union National Bank October 1995 - March 1996
Broadway & Seymour, Inc 1984 - 1995
Skills
Business Analysis, Process Improvement, Project Management, Project Financial..., Compliance/Audit, Technical Documentation..., Project Initiation and..., Business Case...
Education
University of North Carolina at Chapel Hill 1978 — 1981
Bachelor or Arts, Journalism and Mass Communications
Lenoir High School 1975 — 1978
Dade County School January 2000 - Present
First Union National Bank January 1998 - January 2000
Skills
Teaching, Staff Development, Curriculum Design, Teacher Training, Public Speaking, Program Development, Community Outreach, Leadership Development, Higher Education, Nonprofits, Grant Writing, Fundraising, Coaching, Educational Leadership, Conflict Resolution, Classroom, Workshop Facilitation, Volunteer Management, Training, Event Planning, Organizational..., Adult Education, Curriculum Development, Career Counseling, Instructional Design, Tutoring, Team Building, Leadership, Research, Employee Training, Editing, Policy, E-Learning, Social Networking, Program Management
Education
University of Miami
Business Administration and Management, General
Bank of America April 2012 - Present
First Union National Bank March 1997 - November 2001
Signet Bank December 1995 - March 1997
Skills
Branch Management, Branch Operation, Strategic Planning, Compliance, Coaching, Operational Risk..., Team Building, Timely Decision Making, Customer Retention, Customer Satisfaction, Motivation, Banking, Retail Banking, Loans, Commercial Banking
Education
University of Maryland College Park 1989 — 1993
Bachelor of Science, Business Management
Bank of America March 2013 - Present
Bank of America March 2012 - March 2013
Bank of America February 2009 - December 2011
Bank of America June 2006 - February 2009
Wachovia October 2003 - June 2006
First Union National Bank June 2001 - October 2003
Skills
Business Process Design, Project Management, Leadership, Business Analysis, Governance, IT Operations Management, Reporting & Analysis
Education
University of North Carolina at Charlotte 1997 — 2001
Bachelors Degree, Finance
Emory University January 2015 - Present
UCSF Medical Center September 2013 - August 2014
Stanford University 2009 - 2010
First Union National Bank 2000 - 2001
Skills
Hospitals, EMR, Healthcare Management, Clinical Research, Dermatology, Healthcare
Education
University of North Carolina at Chapel Hill 2003 — 2008
Doctor of Medicine (MD)
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Arts (BA), Economics
Arrowpoint Capital January 2011 - Present
Arrowpoint Capital July 1990 - January 2011
First Union National Bank 1986 - July 1990
Skills
Human Resources, Employee Benefits, Employee Relations, Performance Management, Workers Compensation, PeopleSoft, Insurance, Payroll, Training, ADP Payroll, Process Improvement, Vendor Management, Benefits Administration, Talent Acquisition, Leadership, Recruiting, Deferred Compensation, Onboarding, Organizational..., Management, Succession Planning, Employee Engagement, Personnel Management
Education
UNC Chapel Hill 1982 — 1986
BS, Industrial Relations/Business and Psychology
Hospice of Rockingham County, Inc. July 1994 - Present
First Union National Bank October 1987 - July 1994
Skills
Marketing Communications, Fundraising, Editing, Event Planning, Social Media, Public Relations, Nonprofits, Newsletters, Entrepreneurship, Press Releases, New Business Development, Training, Microsoft Office, Grant Writing, Microsoft Excel, Customer Service, Copy Editing, Marketing, Project Management, Social Networking, Event Management, Program Development, Brand Development, Leadership, Marketing Strategy, Strategic Planning, Social Media Marketing, Account Management, Budgets, Community Outreach, Copywriting, Public Speaking, Media Relations, Advertising, Creative Writing, Volunteer Management, Community Development, Journalism, Digital Marketing, Online Marketing, Graphic Design, Leadership Development, Organizational..., AP Style, Grants, Board Development, Time Management
Education
UNC Chapel Hill 1983 — 1987
BA, English Language and Literature/Letters
Highlands Christian Academy March 2003 - Present
First Union National Bank January 1980 - September 1999
Grove Street Elementary Vicksburg, Ms. January 1979 - December 1979
Skills
All types depending on...
Education
University of Mississippi 1975 — 1979
Education
Warren Central 1969 — 1975
Mecklenburg Area Catholic Schools - CCHS August 2002 - Present
Huntington Learning Center 1997 - 2002
First Union National Bank 1994 - 1997
Skills
Mathematics, English, Customer Service, Customer Service..., Diabetes, Music, Banking
Education
University of North Carolina at Chapel Hill 1999 — 2001
MSW
University of North Carolina at Charlotte 1991 — 1994
Bachelor's Degree, Middle Grades Education, English/Mathematics Concentration
Wells Fargo June 1972 - December 2002
First Union National Bank 1974 - 1988
Skills
Risk Management, Banking, Financial Analysis, Credit, Portfolio Management, Management, Finance, Customer Service, Loans, Investments, International Banking...
Education
University of North Carolina at Chapel Hill 1970 — 1972
Master of Business Administration (MBA), Finance, General
Vanderbilt University 1959 — 1963
Bachelor of Engineering (BE), Electrical and Electronics Engineering