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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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
Leticia Salas Leticia Salas's First Union National Bank Experience June 1997 - March 2001
Job Senior Business Analyst at Fifth Third Bank
Industry Information Technology and Services
Experience
Fifth Third Bank July 2015 - Present
Cincinnati Bell October 2004 - September 2014
Cincinnati Bell December 2001 - October 2004
Cincinnati Bell June 2001 - December 2001
First Union National Bank June 1997 - March 2001
First Union National Bank November 1995 - June 1997
Skills
Business Analysis, Integration, Project Management, Software Documentation, Databases, Change Management, Application Lifecycle..., Requirements Gathering, Enterprise Architecture, Vendor Management, Process Improvement, Telecommunications, Quality Assurance, Testing, Production Support, SQL, Microsoft Office, Microsoft Project, Banking, Higher Education, Call Centers, Unix, Microsoft SQL Server, SDLC
Education
University of Puerto Rico-Rio Piedras
Master of Business Administration (M.B.A.), Finance, General, Cum Laude
University of Puerto Rico-Rio Piedras
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences, General
Fifth Third Bank July 2015 - Present
Cincinnati Bell October 2004 - September 2014
Cincinnati Bell December 2001 - October 2004
Cincinnati Bell June 2001 - December 2001
First Union National Bank June 1997 - March 2001
First Union National Bank November 1995 - June 1997
Skills
Business Analysis, Integration, Project Management, Software Documentation, Databases, Change Management, Application Lifecycle..., Requirements Gathering, Enterprise Architecture, Vendor Management, Process Improvement, Telecommunications, Quality Assurance, Testing, Production Support, SQL, Microsoft Office, Microsoft Project, Banking, Higher Education, Call Centers, Unix, Microsoft SQL Server, SDLC
Education
University of Puerto Rico-Rio Piedras
Master of Business Administration (M.B.A.), Finance, General, Cum Laude
University of Puerto Rico-Rio Piedras
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences, General
Alicia Prado Alicia Prado's First Union National Bank Experience September 1984 - March 2000
Job Designated Broker at Prado Realty Services, Inc.
Industry Financial Services
Experience
Prado Realty Services, Inc. April 2012 - Present
Alite Realty/ A.P. Mortgage April 2000 - July 2008
First Union National Bank September 1984 - March 2000
Education
University of Phoenix 2010 — 2011
Bachelor of Science with a concentratin in Finance, Business/Finance
Prado Realty Services, Inc. April 2012 - Present
Alite Realty/ A.P. Mortgage April 2000 - July 2008
First Union National Bank September 1984 - March 2000
Education
University of Phoenix 2010 — 2011
Bachelor of Science with a concentratin in Finance, Business/Finance
Alan Wingler Alan Wingler's First Union National Bank Experience January 1993 - January 1996
Job Sr. Manager Contact Center Operations
Industry Retail
Experience
Lowe's Companies, Inc. March 2014 - Present
Lowe's Companies Inc. December 2012 - Present
Lowe's Companies Inc. July 2010 - Present
Compucredit July 2002 - July 2011
First Union/Compucredit January 1998 - January 2002
First Union National Bank January 1993 - January 1996
Skills
Call Center, Microsoft Office, Risk Management, Leadership, Forecasting, Credit, Strategy, Analysis, Process Improvement, Team Leadership, Team Building, Operations Management, Negotiation, Management, Financial Services, Quality Assurance, Call Centers, Coaching, Customer Satisfaction, Business Analysis, Team Management, Leadership Development, Business Process..., Cross-functional Team..., Customer Retention, Strategic Planning, Budgets, Inventory Management, Customer Service, Customer Experience, Performance Management, Sales, Time Management, Training, Vendor Management
Education
University of North Carolina at Charlotte - Belk College of Business 1988 — 1993
BS, Business Administration
Wilkes Central Senior High 1985 — 1988
Lowe's Companies, Inc. March 2014 - Present
Lowe's Companies Inc. December 2012 - Present
Lowe's Companies Inc. July 2010 - Present
Compucredit July 2002 - July 2011
First Union/Compucredit January 1998 - January 2002
First Union National Bank January 1993 - January 1996
Skills
Call Center, Microsoft Office, Risk Management, Leadership, Forecasting, Credit, Strategy, Analysis, Process Improvement, Team Leadership, Team Building, Operations Management, Negotiation, Management, Financial Services, Quality Assurance, Call Centers, Coaching, Customer Satisfaction, Business Analysis, Team Management, Leadership Development, Business Process..., Cross-functional Team..., Customer Retention, Strategic Planning, Budgets, Inventory Management, Customer Service, Customer Experience, Performance Management, Sales, Time Management, Training, Vendor Management
Education
University of North Carolina at Charlotte - Belk College of Business 1988 — 1993
BS, Business Administration
Wilkes Central Senior High 1985 — 1988
monica ford monica ford's First Union National Bank Experience February 1983 - June 2002
Job Customer Account Executive at Comcast Cable
Industry Telecommunications
Experience
Comcast Cable August 2006 - Present
First Union National Bank February 1983 - June 2002
Skills
Cisco Technologies, Broadband, Cable Modems, Cable Television, Cables, Cabling, Call Centers, Computer Network..., Customer Experience, Customer Retention, Customer Satisfaction, DOCSIS, Ethernet, Fiber Optics, HFC, IP, IPTV, MPLS, Metro Ethernet, Networking, Optical Fiber, Provisioning, Routers, Security, Switches, TCP/IP, Technical Support, Telecommunications, Telephony, Training, Troubleshooting, VOD, Vendor Management, VoIP, Wireless, Wireless Networking, Team Leadership, Team Building, Project Management, Customer Service, Performance Management, Coaching, Management, Employee Training
Education
University of Phoenix
Information Technology and Visual Communication
University of Phoenix
Associate's degree, Information Technology/Visual Communication
Comcast Cable August 2006 - Present
First Union National Bank February 1983 - June 2002
Skills
Cisco Technologies, Broadband, Cable Modems, Cable Television, Cables, Cabling, Call Centers, Computer Network..., Customer Experience, Customer Retention, Customer Satisfaction, DOCSIS, Ethernet, Fiber Optics, HFC, IP, IPTV, MPLS, Metro Ethernet, Networking, Optical Fiber, Provisioning, Routers, Security, Switches, TCP/IP, Technical Support, Telecommunications, Telephony, Training, Troubleshooting, VOD, Vendor Management, VoIP, Wireless, Wireless Networking, Team Leadership, Team Building, Project Management, Customer Service, Performance Management, Coaching, Management, Employee Training
Education
University of Phoenix
Information Technology and Visual Communication
University of Phoenix
Associate's degree, Information Technology/Visual Communication
Sheryl Murdock Sheryl Murdock's First Union National Bank Experience September 1992 - October 2002
Job Post Issue Supervisor at MetLife
Industry Financial Services
Experience
MetLife August 2013 - Present
Wells Fargo October 2009 - March 2013
Wachovia September 2002 - October 2009
First Union National Bank September 1992 - October 2002
Skills
Team Leadership, Coaching, Customer Service, Decision Making, Banking, Call Center, Process Improvement, Relationship Management, Customer Satisfaction, Customer Experience, Retail Banking, Competency Based..., Candidate Selection, Employee Engagement, Call Centers
Education
University of North Carolina at Greensboro 1984 — 1989
Bachelor of Applied Science (BASc), Business Administration and Management
University of North Carolina at Charlotte 2012 — 2013
Human Resources Certification
MetLife August 2013 - Present
Wells Fargo October 2009 - March 2013
Wachovia September 2002 - October 2009
First Union National Bank September 1992 - October 2002
Skills
Team Leadership, Coaching, Customer Service, Decision Making, Banking, Call Center, Process Improvement, Relationship Management, Customer Satisfaction, Customer Experience, Retail Banking, Competency Based..., Candidate Selection, Employee Engagement, Call Centers
Education
University of North Carolina at Greensboro 1984 — 1989
Bachelor of Applied Science (BASc), Business Administration and Management
University of North Carolina at Charlotte 2012 — 2013
Human Resources Certification
Jim Nowlan Jim Nowlan's First Union National Bank Experience January 2001 - September 2001
Job Senior Audio / Video Engineer at ESPN
Industry Entertainment
Experience
ESPN January 2015 - Present
ESPN August 2012 - Present
AEG April 2002 - August 2012
Clarent Corporation 2001 - 2002
First Union National Bank January 2001 - September 2001
Packard Bell NEC 1994 - 2000
Skills
Mac, VoIP, Network Engineering, Broadcast Engineering, Intelligence Analysis, Physics, Quantum Theory, Video, HD Video, Broadcast, Television, Telecommunications, Hardware, Windows, Testing, Call Centers, Troubleshooting, Computer Hardware, Video Production
Education
University of Phoenix 2011 — 2013
Master's degree, Information Technology
University of Phoenix 2007 — 2011
BS, Information Systems
University of Phoenix 2007 — 2009
AA, Information Systems
ESPN January 2015 - Present
ESPN August 2012 - Present
AEG April 2002 - August 2012
Clarent Corporation 2001 - 2002
First Union National Bank January 2001 - September 2001
Packard Bell NEC 1994 - 2000
Skills
Mac, VoIP, Network Engineering, Broadcast Engineering, Intelligence Analysis, Physics, Quantum Theory, Video, HD Video, Broadcast, Television, Telecommunications, Hardware, Windows, Testing, Call Centers, Troubleshooting, Computer Hardware, Video Production
Education
University of Phoenix 2011 — 2013
Master's degree, Information Technology
University of Phoenix 2007 — 2011
BS, Information Systems
University of Phoenix 2007 — 2009
AA, Information Systems
Ginny Schlosser, MBA Ginny Schlosser, MBA's First Union National Bank Experience September 1999 - January 2001
Job Client Service Director | Finance Executive
Industry Management Consulting
Experience
Robert Half Management Resources July 2012 - Present
Lead It Forward, Inc 2010 - 2012
Wachovia October 2008 - August 2009
Wachovia February 2001 - September 2008
First Union National Bank September 1999 - January 2001
First Union National Bank December 1994 - August 1999
First Union National Bank July 1992 - November 1994
First Union National Bank April 1988 - June 1992
First Union National Bank June 1987 - March 1988
Skills
Strategic Financial..., Management Consulting, Human Capital Management, Business Process..., Business Metrics, Leadership Development, Financial Forecasting, Financial Management, Coaching Leaders, Public Speaking, Management, Leadership, Business Performance..., Start-ups, Personnel Management, Managerial Finance, Business Coaching, Financial Analysis, Portfolio Management, Strategy, Mergers & Acquisitions, Forecasting, Risk Management, Budgets, Coaching, Executive Management, Finance, Business Process, Talent Management, Team Management, Project Planning, Training, Financial Planning
Education
University of North Florida - College of Business Administration 1989 — 1993
MBA
Robert Half Management Resources July 2012 - Present
Lead It Forward, Inc 2010 - 2012
Wachovia October 2008 - August 2009
Wachovia February 2001 - September 2008
First Union National Bank September 1999 - January 2001
First Union National Bank December 1994 - August 1999
First Union National Bank July 1992 - November 1994
First Union National Bank April 1988 - June 1992
First Union National Bank June 1987 - March 1988
Skills
Strategic Financial..., Management Consulting, Human Capital Management, Business Process..., Business Metrics, Leadership Development, Financial Forecasting, Financial Management, Coaching Leaders, Public Speaking, Management, Leadership, Business Performance..., Start-ups, Personnel Management, Managerial Finance, Business Coaching, Financial Analysis, Portfolio Management, Strategy, Mergers & Acquisitions, Forecasting, Risk Management, Budgets, Coaching, Executive Management, Finance, Business Process, Talent Management, Team Management, Project Planning, Training, Financial Planning
Education
University of North Florida - College of Business Administration 1989 — 1993
MBA
Tara Boucher's First Union National Bank Experience November 1998 - May 2002
Job Closing Coordinator/Real Estate Assistant
Industry Real Estate
Experience
KW Real Estate Agent November 2011 - Present
Wilson Realty January 2010 - November 2011
First Union National Bank November 1998 - May 2002
Skills
First Time Home Buyers, Marketing, Negotiation, Real Estate, Sales, New Business Development, Budgets, Sellers, Investment Properties, Residential Homes, Relocation, Foreclosures, Time Management, Buyer Representation, Short Sales, Single Family Homes, Condos, Real Estate Transactions, New Home Sales, Property Management, Selling, Buyers, Business Planning
Education
University of North Carolina at Wilmington 1994 — 1996
BA, Communications Studies
KW Real Estate Agent November 2011 - Present
Wilson Realty January 2010 - November 2011
First Union National Bank November 1998 - May 2002
Skills
First Time Home Buyers, Marketing, Negotiation, Real Estate, Sales, New Business Development, Budgets, Sellers, Investment Properties, Residential Homes, Relocation, Foreclosures, Time Management, Buyer Representation, Short Sales, Single Family Homes, Condos, Real Estate Transactions, New Home Sales, Property Management, Selling, Buyers, Business Planning
Education
University of North Carolina at Wilmington 1994 — 1996
BA, Communications Studies
Erin Nucci Erin Nucci's First Union National Bank Experience February 2000 - August 2001
Job Implementation Manager at IBM
Industry Human Resources
Experience
IBM Smarter Workforce January 2013 - Present
Rodan + Fields Dermatologists June 2014 - Present
Kenexa, an IBM Company December 2009 - February 2013
Wachovia, A Wells Fargo Company March 2003 - October 2009
Wachovia Securities, LLC September 2001 - January 2003
First Union National Bank February 2000 - August 2001
Skills
Applicant Tracking..., Change Management, Requirements Analysis, Team Building, Software Implementation, Project Management, Leadership, Cross-functional Team..., User Acceptance Testing, Management, Recruiting, Software Documentation, Training, Visio, Business Process..., Consulting, PeopleSoft, Process Improvement, Human Resources, Cross Functional Team..., System Implementations, Business Intelligence, Maintaining Strong..., Sales, Business Requirements, HRIS, Business Analysis, Business Process..., Technical Training, Data Analysis
Education
University of North Carolina at Wilmington
BA, Communication Studies
IBM Smarter Workforce January 2013 - Present
Rodan + Fields Dermatologists June 2014 - Present
Kenexa, an IBM Company December 2009 - February 2013
Wachovia, A Wells Fargo Company March 2003 - October 2009
Wachovia Securities, LLC September 2001 - January 2003
First Union National Bank February 2000 - August 2001
Skills
Applicant Tracking..., Change Management, Requirements Analysis, Team Building, Software Implementation, Project Management, Leadership, Cross-functional Team..., User Acceptance Testing, Management, Recruiting, Software Documentation, Training, Visio, Business Process..., Consulting, PeopleSoft, Process Improvement, Human Resources, Cross Functional Team..., System Implementations, Business Intelligence, Maintaining Strong..., Sales, Business Requirements, HRIS, Business Analysis, Business Process..., Technical Training, Data Analysis
Education
University of North Carolina at Wilmington
BA, Communication Studies
Denise Stock Denise Stock's First Union National Bank Experience May 1995 - February 1997
Job Sr. Technical Recruiter at S3, Strategic Staffing Solutions
Industry Information Technology and Services
Experience
S3, Strategic Staffing Solutions May 2008 - Present
Computer Task Group April 2003 - April 2008
Analysts International May 2002 - April 2003
Relativity Technologies August 2000 - May 2002
Computer Associates February 1997 - August 2000
First Union National Bank May 1995 - February 1997
Skills
Technical Recruiting, Sourcing, Applicant Tracking..., Contract Recruitment, Recruiting
Education
University of North Carolina at Charlotte 1991 — 1995
BS, Information Technology
S3, Strategic Staffing Solutions May 2008 - Present
Computer Task Group April 2003 - April 2008
Analysts International May 2002 - April 2003
Relativity Technologies August 2000 - May 2002
Computer Associates February 1997 - August 2000
First Union National Bank May 1995 - February 1997
Skills
Technical Recruiting, Sourcing, Applicant Tracking..., Contract Recruitment, Recruiting
Education
University of North Carolina at Charlotte 1991 — 1995
BS, Information Technology
Victoria McAfee Victoria McAfee's First Union National Bank Experience October 1990 - September 1995
Job Owner at Victoria Campbell Photography
Industry Photography
Experience
Victoria Campbell Photography May 2007 - Present
First Union National Bank October 1990 - September 1995
Skills
Art, Photography, Commercial Photography, Digital Photography, Event Photography, Fashion, Fine Art Photography, Image Editing, Photos, Photoshop, Portrait Photography, Wedding Photography, Customer Service, Image Manipulation, Lightroom, Strategic Planning
Education
Ursuline College 2012 — 2014
Masters/Doctoral, Art Therapy
University of Phoenix 2007 — 2011
Bachelor, Psychology, 3.92
Victoria Campbell Photography May 2007 - Present
First Union National Bank October 1990 - September 1995
Skills
Art, Photography, Commercial Photography, Digital Photography, Event Photography, Fashion, Fine Art Photography, Image Editing, Photos, Photoshop, Portrait Photography, Wedding Photography, Customer Service, Image Manipulation, Lightroom, Strategic Planning
Education
Ursuline College 2012 — 2014
Masters/Doctoral, Art Therapy
University of Phoenix 2007 — 2011
Bachelor, Psychology, 3.92
Leigh Poplin, CTP's First Union National Bank Experience July 1995 - July 1997
Job Commercial Card Sales Analyst, VP at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank October 2012 - Present
Wells Fargo Bank June 2008 - October 2012
Wachovia, A Wells Fargo Company April 2003 - June 2008
Wachovia Bank July 1997 - April 2003
First Union National Bank July 1995 - July 1997
Skills
Banking, Treasury Management, Working Capital..., Cross Selling, Treasury Services, Cash Management, Leadership, Risk Management, Portfolio Management, Commercial Banking
Education
University of North Carolina at Charlotte - Belk College of Business 1991 — 1995
BS, Business Management
Wells Fargo Bank October 2012 - Present
Wells Fargo Bank June 2008 - October 2012
Wachovia, A Wells Fargo Company April 2003 - June 2008
Wachovia Bank July 1997 - April 2003
First Union National Bank July 1995 - July 1997
Skills
Banking, Treasury Management, Working Capital..., Cross Selling, Treasury Services, Cash Management, Leadership, Risk Management, Portfolio Management, Commercial Banking
Education
University of North Carolina at Charlotte - Belk College of Business 1991 — 1995
BS, Business Management
Melanie M Wells Melanie M Wells's First Union National Bank Experience February 1972 - July 1976
Job Wildlife Rehabilitator
Industry Veterinary
Experience
Owls Roost Wildlife Sanctuary, Inc January 1981 - Present
Yost & Little Realty July 2004 - May 2009
FNB Southeast (NewBridge Bank) February 2004 - June 2004
Wachovia Bank December 1999 - February 2004
First Union National Bank February 1972 - July 1976
Skills
Real Estate, Advertising, Animal Husbandry
Education
University of North Carolina at Greensboro 1973 — 1992
Still a Junior, Business
Wingate University 1968 — 1969
Secretarial
Greensboro Grimsley Senior High Class of 68
Owls Roost Wildlife Sanctuary, Inc January 1981 - Present
Yost & Little Realty July 2004 - May 2009
FNB Southeast (NewBridge Bank) February 2004 - June 2004
Wachovia Bank December 1999 - February 2004
First Union National Bank February 1972 - July 1976
Skills
Real Estate, Advertising, Animal Husbandry
Education
University of North Carolina at Greensboro 1973 — 1992
Still a Junior, Business
Wingate University 1968 — 1969
Secretarial
Greensboro Grimsley Senior High Class of 68
Daniel Morisset's First Union National Bank Experience July 1998 - June 2001
Job Client Services Rep
Industry Media Production
Experience
TransCentra October 2012 - February 2015
Polymer Group Inc January 2012 - September 2012
AT&T Corp June 2003 - September 2010
McClancey Corp June 2001 - June 2003
First Union National Bank July 1998 - June 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, HTML, Account Management, Sales, Project Management, Process Improvement, Team Building, Banking
Education
University of North Carolina at Charlotte 1989 — 1994
B.S, Business Administration; Economics
Worcester Academy 1986 — 1989
Business Administration and Management, General
TransCentra October 2012 - February 2015
Polymer Group Inc January 2012 - September 2012
AT&T Corp June 2003 - September 2010
McClancey Corp June 2001 - June 2003
First Union National Bank July 1998 - June 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, HTML, Account Management, Sales, Project Management, Process Improvement, Team Building, Banking
Education
University of North Carolina at Charlotte 1989 — 1994
B.S, Business Administration; Economics
Worcester Academy 1986 — 1989
Business Administration and Management, General
Jeff Crouse Jeff Crouse's First Union National Bank Experience September 1989 - December 1995
Job Senior Manager, Accounting at Health Industry Distributors Association
Industry Nonprofit Organization Management
Experience
Health Industry Distributors Association February 2011 - Present
NAADAC, The Association for Addiction Professionals January 1996 - February 2011
First Union National Bank September 1989 - December 1995
Skills
Cash Flow, Budgets, Nonprofits, Process Improvement, Microsoft Excel, Policy Analysis, Strategic Planning, Revenue Recognition, Leadership, GAAP, Sarbanes-Oxley Act, General Ledger, Microsoft Office, US GAAP, PowerPoint, Variance Analysis, Internal Controls, Sarbanes-Oxley, Healthcare, Office Management, Human Resources, IT Management
Education
University of Pittsburgh 1985 — 1989
Bachelor's degree, Economics and Business Mgmt
Health Industry Distributors Association February 2011 - Present
NAADAC, The Association for Addiction Professionals January 1996 - February 2011
First Union National Bank September 1989 - December 1995
Skills
Cash Flow, Budgets, Nonprofits, Process Improvement, Microsoft Excel, Policy Analysis, Strategic Planning, Revenue Recognition, Leadership, GAAP, Sarbanes-Oxley Act, General Ledger, Microsoft Office, US GAAP, PowerPoint, Variance Analysis, Internal Controls, Sarbanes-Oxley, Healthcare, Office Management, Human Resources, IT Management
Education
University of Pittsburgh 1985 — 1989
Bachelor's degree, Economics and Business Mgmt
Kimberlee Shukes's First Union National Bank Experience December 1994 - June 1999
Job Field Research Manager at Metrostudy, a Hanley Wood Company
Industry Research
Experience
Metrostudy, a Hanley Wood Company June 1999 - Present
First Union National Bank December 1994 - June 1999
Internet May 1994 - September 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, HTML, Data Analysis, Leadership, Training, Sales, Real Estate, Contract Negotiation, Business Analysis, CRM
Education
University of North Carolina at Charlotte 1982 — 1987
Bachelor of Arts (B.A.), French Studies / Business Administration
Metrostudy, a Hanley Wood Company June 1999 - Present
First Union National Bank December 1994 - June 1999
Internet May 1994 - September 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, HTML, Data Analysis, Leadership, Training, Sales, Real Estate, Contract Negotiation, Business Analysis, CRM
Education
University of North Carolina at Charlotte 1982 — 1987
Bachelor of Arts (B.A.), French Studies / Business Administration
steve mateo's First Union National Bank Experience January 2003 - June 2003
Job Client Service Specialist at Kalejta Financial Management
Industry Financial Services
Experience
Kalejta Financial Management December 2013 - Present
SEI Investment July 2007 - August 2013
SEI July 2007 - August 2013
PNC November 2004 - July 2007
Educational Testing Service (ETS) February 2004 - November 2004
First Union National Bank January 2003 - June 2003
Skills
Finance, Bilingual-Spanish, Customer Service, Tax, Trading, Sales, Access, Microsoft Excel, Call Centers, Microsoft Office, Analytical Skills, Life & Health Insurance...
Education
Cittone Institute 2003 — 2004
Medical Certified, Medical Administrative/Executive Assistant and Medical Secretary
University of Phoenix
Bachelor Degree, Finance
Kalejta Financial Management December 2013 - Present
SEI Investment July 2007 - August 2013
SEI July 2007 - August 2013
PNC November 2004 - July 2007
Educational Testing Service (ETS) February 2004 - November 2004
First Union National Bank January 2003 - June 2003
Skills
Finance, Bilingual-Spanish, Customer Service, Tax, Trading, Sales, Access, Microsoft Excel, Call Centers, Microsoft Office, Analytical Skills, Life & Health Insurance...
Education
Cittone Institute 2003 — 2004
Medical Certified, Medical Administrative/Executive Assistant and Medical Secretary
University of Phoenix
Bachelor Degree, Finance
George Swygert George Swygert's First Union National Bank Experience May 1988 - March 1994
Job Helping people build careers at CapOne Regional Executive
Industry Financial Services
Experience
Capital One February 2012 - Present
Consultant January 2011 - January 2012
Wells Fargo Bank January 2009 - December 2010
Wachovia Bank August 2008 - February 2009
Wachovia October 2005 - August 2008
First Union May 1998 - April 2001
First Union March 1994 - May 1998
First Union National Bank May 1988 - March 1994
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Credit, Banking, Loans, Retail Banking, Asset Based Lending, Branch Banking, Branch Management, Cash Management, Commercial Mortgages, Consumer Lending, Credit Analysis, Credit Cards, Credit Risk, Cross Selling, Executive Management, Finance, Deposits, Financial Analysis, Financial Services, Leadership, Financial Risk, Investments, Lines Of Credit, Loan Origination, Management, Marketing, Mergers, Mortgage Banking, Mortgage Lending, Portfolio Management, Private Banking, Relationship Management, Risk Management, Sales Management, Small Business, Strategic Financial..., Strategy, Treasury Management, Underwriting, Wealth Management
Education
University of North Carolina at Charlotte - Belk College of Business 1985 — 1989
Bachelor of Arts (B.A.), Business Administration and Management, General
Capital One February 2012 - Present
Consultant January 2011 - January 2012
Wells Fargo Bank January 2009 - December 2010
Wachovia Bank August 2008 - February 2009
Wachovia October 2005 - August 2008
First Union May 1998 - April 2001
First Union March 1994 - May 1998
First Union National Bank May 1988 - March 1994
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Credit, Banking, Loans, Retail Banking, Asset Based Lending, Branch Banking, Branch Management, Cash Management, Commercial Mortgages, Consumer Lending, Credit Analysis, Credit Cards, Credit Risk, Cross Selling, Executive Management, Finance, Deposits, Financial Analysis, Financial Services, Leadership, Financial Risk, Investments, Lines Of Credit, Loan Origination, Management, Marketing, Mergers, Mortgage Banking, Mortgage Lending, Portfolio Management, Private Banking, Relationship Management, Risk Management, Sales Management, Small Business, Strategic Financial..., Strategy, Treasury Management, Underwriting, Wealth Management
Education
University of North Carolina at Charlotte - Belk College of Business 1985 — 1989
Bachelor of Arts (B.A.), Business Administration and Management, General
Bryan Wynns Bryan Wynns's First Union National Bank Experience March 1992 - February 2001
Job Sales Engineer at Riverbed Technology
Industry Information Technology and Services
Experience
Riverbed Technology August 2014 - Present
xMatters, inc October 2012 - August 2014
BlueStripe Software February 2012 - September 2012
Quest Software October 2007 - January 2012
North Carolina National Guard September 1985 - December 2007
Quest Software February 2005 - May 2006
Quest Software January 2004 - January 2005
Quest Software February 2001 - December 2003
First Union National Bank March 1992 - February 2001
Skills
Systems Management, Application Performance..., Public Sector, Solution Selling, IT Operations, Application Management, Software Sales, Virtualization, ITIL, Pre-sales, Enterprise Software, Data Center, Consultative Selling, IT Management, Solution Architecture, Sales Engineering, System Administration, Application Lifecycle..., Technical Discussions, Technical Demonstrations, Database Servers, Product Demonstration, Professional Services, Technical Analysis, Technical Architecture, Technical Presentations, Software Industry, SaaS, Management, Cloud Computing, Selling, Salesforce.com, Storage, Start-ups, Managed Services, Sales Process, Direct Sales, VMware, Microsoft SQL Server, Databases, Enterprise Architecture, Servers, Business Continuity, Sales Enablement, Consulting
Education
University of North Carolina at Greensboro 1986 — 1990
BS, Finance with a concentration in Risk Management and Insurance
Riverbed Technology August 2014 - Present
xMatters, inc October 2012 - August 2014
BlueStripe Software February 2012 - September 2012
Quest Software October 2007 - January 2012
North Carolina National Guard September 1985 - December 2007
Quest Software February 2005 - May 2006
Quest Software January 2004 - January 2005
Quest Software February 2001 - December 2003
First Union National Bank March 1992 - February 2001
Skills
Systems Management, Application Performance..., Public Sector, Solution Selling, IT Operations, Application Management, Software Sales, Virtualization, ITIL, Pre-sales, Enterprise Software, Data Center, Consultative Selling, IT Management, Solution Architecture, Sales Engineering, System Administration, Application Lifecycle..., Technical Discussions, Technical Demonstrations, Database Servers, Product Demonstration, Professional Services, Technical Analysis, Technical Architecture, Technical Presentations, Software Industry, SaaS, Management, Cloud Computing, Selling, Salesforce.com, Storage, Start-ups, Managed Services, Sales Process, Direct Sales, VMware, Microsoft SQL Server, Databases, Enterprise Architecture, Servers, Business Continuity, Sales Enablement, Consulting
Education
University of North Carolina at Greensboro 1986 — 1990
BS, Finance with a concentration in Risk Management and Insurance
Rex Croff's First Union National Bank Experience January 1990 - September 1996
Job Senior Treasury Analyst
Industry Hospital & Health Care
Experience
Children's Healthcare of Atlanta July 2014 - Present
Federal Reserve Bank of Atlanta September 2012 - July 2014
Global Payment Inc December 2011 - July 2014
CarMax 2014 - 2014
Mirant July 1999 - February 2011
Wachovia, A Wells Fargo Company September 1996 - July 1999
First Union National Bank January 1990 - September 1996
Skills
Financial Analysis, Oracle Financial, Financial Reporting, Accounting, Accounts Payable, Analysis, Cash Flow Forecasting, Cash Management, Finance, Forecasting, Management, PeopleSoft, Risk Management, Account Reconciliation, General Ledger, Sarbanes-Oxley Act, Treasury Management
Education
University of Phoenix 2008 — 2010
2010, B.S. Business Management
Children's Healthcare of Atlanta July 2014 - Present
Federal Reserve Bank of Atlanta September 2012 - July 2014
Global Payment Inc December 2011 - July 2014
CarMax 2014 - 2014
Mirant July 1999 - February 2011
Wachovia, A Wells Fargo Company September 1996 - July 1999
First Union National Bank January 1990 - September 1996
Skills
Financial Analysis, Oracle Financial, Financial Reporting, Accounting, Accounts Payable, Analysis, Cash Flow Forecasting, Cash Management, Finance, Forecasting, Management, PeopleSoft, Risk Management, Account Reconciliation, General Ledger, Sarbanes-Oxley Act, Treasury Management
Education
University of Phoenix 2008 — 2010
2010, B.S. Business Management
Tommy Watkins Tommy Watkins's First Union National Bank Experience 1995 - 2002
Job Head of Operational Risk for WFS, CBG, GIB and PI at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Securities, Corporate Bank, Government and Institutional Bank, and Principal Investing August 1995 - Present
Wachovia Corp., a Wells Fargo Company July 2006 - December 2009
Wachovia Bank April 2004 - July 2006
Wachovia September 2002 - April 2004
First Union National Bank 1995 - 2002
Skills
Vendor Management, Operational Risk..., Risk Management, Banking, Operational Risk, Capital Markets, Risk Assessment, Strategy, Leadership, Securities, Governance, Fixed Income, Financial Services, Derivatives, Business Continuity..., Enterprise Risk..., Security, Financial Risk, Awesomeness, Interest Rate..., Equities, Internal Audit, Sarbanes-Oxley Act, Analysis, Auditing, Trading, Portfolio Management, Credit, Insurance, Investment Banking, Management, Finance, Program Management, Investments, Process Improvement
Education
University of North Carolina at Charlotte 1990 — 1995
Garinger
Wells Fargo Securities, Corporate Bank, Government and Institutional Bank, and Principal Investing August 1995 - Present
Wachovia Corp., a Wells Fargo Company July 2006 - December 2009
Wachovia Bank April 2004 - July 2006
Wachovia September 2002 - April 2004
First Union National Bank 1995 - 2002
Skills
Vendor Management, Operational Risk..., Risk Management, Banking, Operational Risk, Capital Markets, Risk Assessment, Strategy, Leadership, Securities, Governance, Fixed Income, Financial Services, Derivatives, Business Continuity..., Enterprise Risk..., Security, Financial Risk, Awesomeness, Interest Rate..., Equities, Internal Audit, Sarbanes-Oxley Act, Analysis, Auditing, Trading, Portfolio Management, Credit, Insurance, Investment Banking, Management, Finance, Program Management, Investments, Process Improvement
Education
University of North Carolina at Charlotte 1990 — 1995
Garinger
Jodi Yeager Jodi Yeager's First Union National Bank Experience September 1986 - January 1996
Job Vice President, Elavon MidMarket National Sales Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank July 2015 - Present
U.S. Bank Elavon May 2014 - Present
US Bank May 2011 - Present
First Data Corporation October 2008 - November 2009
Chase Paymentech August 2000 - September 2008
Nova Information Systems January 1996 - July 2000
First Union National Bank September 1986 - January 1996
Skills
Electronic Payments, Merchant Services, Sales Management, Business Development, Payment Card Processing, Commercial Banking, Management, Strategic Partnerships, Relationship Management, CRM, Credit Cards, Banking, Debit Cards, Financial Services, Payment Systems, Sales
Education
University of North Florida
B.B.A., Business Administration-Management
Fletcher High School
U.S. Bank July 2015 - Present
U.S. Bank Elavon May 2014 - Present
US Bank May 2011 - Present
First Data Corporation October 2008 - November 2009
Chase Paymentech August 2000 - September 2008
Nova Information Systems January 1996 - July 2000
First Union National Bank September 1986 - January 1996
Skills
Electronic Payments, Merchant Services, Sales Management, Business Development, Payment Card Processing, Commercial Banking, Management, Strategic Partnerships, Relationship Management, CRM, Credit Cards, Banking, Debit Cards, Financial Services, Payment Systems, Sales
Education
University of North Florida
B.B.A., Business Administration-Management
Fletcher High School
Scott Newell Scott Newell's First Union National Bank Experience May 1995 - August 1998
Job Sr. IT Manager at Mecklenburg County
Industry Computer Software
Experience
Mecklenburg County January 2007 - Present
Mecklenburg County November 2003 - January 2007
Queen Associates August 2002 - November 2003
Advisor Technology Services March 2000 - July 2002
First Union August 1998 - March 2000
First Union National Bank May 1995 - August 1998
Microsoft January 1992 - May 1995
Skills
SOA, Web Applications, Scalability, .NET, Microsoft Office, Web Development, Web Services, SQL Server, HTML, ASP.NET, WCF, Visual Studio, Databases, Windows, SharePoint, Agile, XML, VB.NET, JavaScript, Architecture, Distributed Systems, Software Development, SQL, WinForms, Agile Methodologies, Microsoft SQL Server, SDLC, T-SQL, Enterprise Software, SSIS, SSRS, Database Design, Software Project..., Architectures
Education
United States 1988 — 1992
Bachelor of Science, Business Administration, MIS Concentration
University of North Carolina at Charlotte
Mecklenburg County January 2007 - Present
Mecklenburg County November 2003 - January 2007
Queen Associates August 2002 - November 2003
Advisor Technology Services March 2000 - July 2002
First Union August 1998 - March 2000
First Union National Bank May 1995 - August 1998
Microsoft January 1992 - May 1995
Skills
SOA, Web Applications, Scalability, .NET, Microsoft Office, Web Development, Web Services, SQL Server, HTML, ASP.NET, WCF, Visual Studio, Databases, Windows, SharePoint, Agile, XML, VB.NET, JavaScript, Architecture, Distributed Systems, Software Development, SQL, WinForms, Agile Methodologies, Microsoft SQL Server, SDLC, T-SQL, Enterprise Software, SSIS, SSRS, Database Design, Software Project..., Architectures
Education
United States 1988 — 1992
Bachelor of Science, Business Administration, MIS Concentration
University of North Carolina at Charlotte
Pam Parker - Dzikowski Pam Parker - Dzikowski's First Union National Bank Experience 1985 - 2000
Job VP and Controller at The Jacksonville Bank
Industry Management Consulting
Experience
The Jacksonville Bank January 2011 - Present
Accretive Solutions 2005 - March 2011
Winn Dixie Stores June 2003 - August 2005
Bombardier Capital 2000 - 2003
CFO Services 2000 - 2003
Wachovia, First Union, Florida National Bank August 1985 - August 2000
First Union National Bank 1985 - 2000
Education
University of North Florida - College of Business Administration 2000 — 2000
MBA, Accounting
University of North Florida 1990 — 1994
Bachelors of Science in Business Administration, Accounting
The Jacksonville Bank January 2011 - Present
Accretive Solutions 2005 - March 2011
Winn Dixie Stores June 2003 - August 2005
Bombardier Capital 2000 - 2003
CFO Services 2000 - 2003
Wachovia, First Union, Florida National Bank August 1985 - August 2000
First Union National Bank 1985 - 2000
Education
University of North Florida - College of Business Administration 2000 — 2000
MBA, Accounting
University of North Florida 1990 — 1994
Bachelors of Science in Business Administration, Accounting
Michael Ferraiuolo Michael Ferraiuolo's First Union National Bank Experience 1995 - 1996
Job
Industry Executive Office
Experience
EisnerAmper LLP 2006 - 2007
IPSA International 2003 - 2006
Yohalem Gillman & Co. 1998 - 2003
Summit Bancorporation 1996 - 1998
First Union National Bank 1995 - 1996
Dean Witter Reynolds Inc. 1994 - 1995
Magazines and More, inc 1991 - 1994
A.G. Edwards & Sons, Inc. 1982 - 1991
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Investments, Equities, Private Banking, Private Equity, Fixed Income, Hedge Funds, Employee Management, Diversified Background, Result Oriented, New Business Development, Business Services, Negotiation, Wealth Management, Strategic Partnerships, Sales
Education
University of Northern Colorado 1971 — 1975
Bachelor's degree, Communication and Media Studies
EisnerAmper LLP 2006 - 2007
IPSA International 2003 - 2006
Yohalem Gillman & Co. 1998 - 2003
Summit Bancorporation 1996 - 1998
First Union National Bank 1995 - 1996
Dean Witter Reynolds Inc. 1994 - 1995
Magazines and More, inc 1991 - 1994
A.G. Edwards & Sons, Inc. 1982 - 1991
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Investments, Equities, Private Banking, Private Equity, Fixed Income, Hedge Funds, Employee Management, Diversified Background, Result Oriented, New Business Development, Business Services, Negotiation, Wealth Management, Strategic Partnerships, Sales
Education
University of Northern Colorado 1971 — 1975
Bachelor's degree, Communication and Media Studies
Fred Young Fred Young's First Union National Bank Experience May 1995 - December 2001
Job Managing Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2011 - Present
Glenmede Trust Company February 2009 - August 2011
Wild River Review 2005 - December 2008
Wells Fargo February 1986 - December 2007
First Union National Bank May 1995 - December 2001
First Union National Bank 1986 - May 1995
Skills
Wealth Management, Leadership, Asset Managment, Management, Business Development, Strategic Financial..., Financial Services, Investments, Program Management, Asset Management, Talent Management, Asset Allocation, Change Management, Wealth Management..., High Net Worth..., Integrity, Wealth, Credit, Investment Management, Banking, Alternative Investments, Mergers & Acquisitions, Estate Planning, Private Banking, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1987 — 1990
BBA, Finance & Management
Marquette University High School (MUHS) 1974 — 1978
BNY Mellon Wealth Management August 2011 - Present
Glenmede Trust Company February 2009 - August 2011
Wild River Review 2005 - December 2008
Wells Fargo February 1986 - December 2007
First Union National Bank May 1995 - December 2001
First Union National Bank 1986 - May 1995
Skills
Wealth Management, Leadership, Asset Managment, Management, Business Development, Strategic Financial..., Financial Services, Investments, Program Management, Asset Management, Talent Management, Asset Allocation, Change Management, Wealth Management..., High Net Worth..., Integrity, Wealth, Credit, Investment Management, Banking, Alternative Investments, Mergers & Acquisitions, Estate Planning, Private Banking, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1987 — 1990
BBA, Finance & Management
Marquette University High School (MUHS) 1974 — 1978
Sheila Cook, QKA, CRSP, CRPS Sheila Cook, QKA, CRSP, CRPS's First Union National Bank Experience 1981 - September 1996
Job Learning & Development Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2003 - Present
First Union September 1996 - November 1998
First Union National Bank 1981 - September 1996
Skills
Training Delivery, Training, Employee Training
Education
UNC Charlotte 1979 — 1981
Wells Fargo 2003 - Present
First Union September 1996 - November 1998
First Union National Bank 1981 - September 1996
Skills
Training Delivery, Training, Employee Training
Education
UNC Charlotte 1979 — 1981
Phil Orr's First Union National Bank Experience August 2000 - March 2001
Job Manager, Information Architecture
Industry Online Media
Experience
Lowe's Home Improvement July 2013 - August 2015
Lowe's April 2010 - June 2013
Lowe's Home Improvement April 2004 - April 2010
Luquire George Andrews April 2001 - August 2002
First Union National Bank August 2000 - March 2001
Tatum Toomey Whicker November 1997 - August 2000
Mall Advocate 1992 - 1994
Skills
Copywriting, Marketing Strategy, Project Management, Content Strategy, Email Marketing, Online Advertising, Content Management, Marketing Communications, Advertising, Digital Marketing, Content Development, Web Analytics, User Experience, Web Content, SEO, Copy Editing, Information Architecture, Taxonomy, Ontology, E-commerce, Creative Direction, Knowledge Management, Usability Testing, Usability, Editing, Strategic Communications, Creative Writing, Retail, Newsletters, Google Adwords, Website Development, Corporate Branding, Online Marketing, Google Analytics, Creative Strategy, Brand Development, Web Content Management, Digital Strategy, Market Research, Interactive Marketing, Dark Comedy
Education
University of Pittsburgh 1987 — 1990
MFA, English Writing
UNC Charlotte 1983 — 1986
Bachelor of Arts, English
Lowe's Home Improvement July 2013 - August 2015
Lowe's April 2010 - June 2013
Lowe's Home Improvement April 2004 - April 2010
Luquire George Andrews April 2001 - August 2002
First Union National Bank August 2000 - March 2001
Tatum Toomey Whicker November 1997 - August 2000
Mall Advocate 1992 - 1994
Skills
Copywriting, Marketing Strategy, Project Management, Content Strategy, Email Marketing, Online Advertising, Content Management, Marketing Communications, Advertising, Digital Marketing, Content Development, Web Analytics, User Experience, Web Content, SEO, Copy Editing, Information Architecture, Taxonomy, Ontology, E-commerce, Creative Direction, Knowledge Management, Usability Testing, Usability, Editing, Strategic Communications, Creative Writing, Retail, Newsletters, Google Adwords, Website Development, Corporate Branding, Online Marketing, Google Analytics, Creative Strategy, Brand Development, Web Content Management, Digital Strategy, Market Research, Interactive Marketing, Dark Comedy
Education
University of Pittsburgh 1987 — 1990
MFA, English Writing
UNC Charlotte 1983 — 1986
Bachelor of Arts, English
Sabrina Linger Sabrina Linger's First Union National Bank Experience December 1993 - January 1998
Job Patient Concierge at William Linger, DDS, PA
Industry Hospital & Health Care
Experience
William Linger, DDS, PA October 2012 - Present
Wachovia Securities Financial Network 2000 - 2005
First Union National Bank December 1993 - January 1998
Skills
Customer Service, Healthcare, Financial Analysis, Process Improvement, Strategic Planning, Budgets, Financial Reporting, Project Management, Change Management, Data Analysis, Analysis, Cosmetic Dentistry, Dental Care, Dental Insurance, Dental Software, Concierge Services
Education
University of North Carolina at Charlotte 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
William Linger, DDS, PA October 2012 - Present
Wachovia Securities Financial Network 2000 - 2005
First Union National Bank December 1993 - January 1998
Skills
Customer Service, Healthcare, Financial Analysis, Process Improvement, Strategic Planning, Budgets, Financial Reporting, Project Management, Change Management, Data Analysis, Analysis, Cosmetic Dentistry, Dental Care, Dental Insurance, Dental Software, Concierge Services
Education
University of North Carolina at Charlotte 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
Anna Sison- Principal, The Archipelago Group's First Union National Bank Experience September 1995 - September 1998
Job Proven HR Consultant working with Financial Services, Healthcare, Public and NonProfit Leaders
Industry Human Resources
Experience
Wells Fargo March 2014 - Present
The Archipelago Group llc January 2010 - Present
The Community Building Initiative April 2013 - May 2015
Women's Inter-Cultural Exchange 2009 - 2014
Innovation Institute at McColl Center for Visual Art December 2010 - December 2012
Wachovia January 2002 - September 2009
Wachovia, A Wells Fargo Company September 1998 - January 2002
First Union National Bank September 1995 - September 1998
Stork Screens America June 1992 - June 1994
Personnel Services at the University of North Carolina, Charlotte August 1991 - December 1993
Skills
Executive Coaching, Organizational..., Talent Management, Culture Change, Diversity & Inclusion, HR Consulting, Change Management, Strategic Planning, Strategy, Management, Leadership, Leadership Development, Nonprofits, Performance Consulting, Employee Engagement, Coaching, Organizational..., Management Consulting, Succession Planning, Workshop Facilitation, Personnel Management, Employee Relations, Organizational Design, Consulting, Human Resources, Performance Management, Career Development, MBTI, 360 Feedback, Talent Acquisition, Executive Development, Conflict Resolution, Workforce Planning, Onboarding
Education
University of North Carolina at Charlotte 1993 — 1995
MA abt, Industrial Organizational Psychology
University of North Carolina at Charlotte 1988 — 1992
BA, General Psychology
Wells Fargo March 2014 - Present
The Archipelago Group llc January 2010 - Present
The Community Building Initiative April 2013 - May 2015
Women's Inter-Cultural Exchange 2009 - 2014
Innovation Institute at McColl Center for Visual Art December 2010 - December 2012
Wachovia January 2002 - September 2009
Wachovia, A Wells Fargo Company September 1998 - January 2002
First Union National Bank September 1995 - September 1998
Stork Screens America June 1992 - June 1994
Personnel Services at the University of North Carolina, Charlotte August 1991 - December 1993
Skills
Executive Coaching, Organizational..., Talent Management, Culture Change, Diversity & Inclusion, HR Consulting, Change Management, Strategic Planning, Strategy, Management, Leadership, Leadership Development, Nonprofits, Performance Consulting, Employee Engagement, Coaching, Organizational..., Management Consulting, Succession Planning, Workshop Facilitation, Personnel Management, Employee Relations, Organizational Design, Consulting, Human Resources, Performance Management, Career Development, MBTI, 360 Feedback, Talent Acquisition, Executive Development, Conflict Resolution, Workforce Planning, Onboarding
Education
University of North Carolina at Charlotte 1993 — 1995
MA abt, Industrial Organizational Psychology
University of North Carolina at Charlotte 1988 — 1992
BA, General Psychology
Bryan Masten Bryan Masten's First Union National Bank Experience September 2000 - April 2001
Job Senior Credit Consultant at DHI Mortgage
Industry Financial Services
Experience
DHI Mortgage July 2004 - Present
LendingTree September 2002 - June 2004
American Credit Counselors Corporation November 2001 - May 2002
First Union National Bank September 2000 - April 2001
Skills
Mortgage Lending, Loans, Sellers, FHA, Refinance, Credit, Investment Properties, Real Estate Transactions, Customer Service, Residential Mortgages, Loan Origination, VA loans, FHA financing, Underwriting, USDA, First Time Home Buyers, Credit Analysis, Real Estate, Banking
Education
University of Oregon 1995 — 1999
Psychology, Business, History
Milford Senior High School 1991 — 1995
DHI Mortgage July 2004 - Present
LendingTree September 2002 - June 2004
American Credit Counselors Corporation November 2001 - May 2002
First Union National Bank September 2000 - April 2001
Skills
Mortgage Lending, Loans, Sellers, FHA, Refinance, Credit, Investment Properties, Real Estate Transactions, Customer Service, Residential Mortgages, Loan Origination, VA loans, FHA financing, Underwriting, USDA, First Time Home Buyers, Credit Analysis, Real Estate, Banking
Education
University of Oregon 1995 — 1999
Psychology, Business, History
Milford Senior High School 1991 — 1995
Tom Cobb Tom Cobb's First Union National Bank Experience 1996 - 1998
Job Sr. HR Business Partner, SVP Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2002 - Present
Bombardier Capital 2000 - 2002
Bombardier Capital 1999 - 2000
Bombardier Capital 1998 - 1999
First Union National Bank 1996 - 1998
First Union National Bank 1995 - 1996
First Union National Bank 1993 - 1995
Methodist Hospitals 1986 - 1993
Skills
Talent Management, Organizational..., Recruiting, Leadership, Strategic HR, Consulting, Succession Planning, Employee Engagement, Organizational..., Performance Management, Career Development, Workforce Planning, Human Resources, Human Resource..., Executive Coaching, Mergers & Acquisitions, Training, Management, Personnel Management, Performance Improvement, Policy, Deferred Compensation, Onboarding
Education
University of North Florida
B.S., Health Science
Wells Fargo September 2002 - Present
Bombardier Capital 2000 - 2002
Bombardier Capital 1999 - 2000
Bombardier Capital 1998 - 1999
First Union National Bank 1996 - 1998
First Union National Bank 1995 - 1996
First Union National Bank 1993 - 1995
Methodist Hospitals 1986 - 1993
Skills
Talent Management, Organizational..., Recruiting, Leadership, Strategic HR, Consulting, Succession Planning, Employee Engagement, Organizational..., Performance Management, Career Development, Workforce Planning, Human Resources, Human Resource..., Executive Coaching, Mergers & Acquisitions, Training, Management, Personnel Management, Performance Improvement, Policy, Deferred Compensation, Onboarding
Education
University of North Florida
B.S., Health Science
Deborah Hendrix Deborah Hendrix's First Union National Bank Experience 1999 - 2001
Job Financial Crimes Manager ATM/Debit Card Claims and Online Banking Fraud Claims Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank July 2009 - Present
Wachovia 2007 - July 2009
Wachovia Bank 2006 - 2007
Wachovia 2003 - 2006
Wachovia 2001 - 2003
First Union National Bank 1999 - 2001
Skills
Credit Cards, Fraud Prevention, Fraud, Fraud Investigations, Inventory Management, Loss Prevention, Risk Management, Loss Mitigation, Financial Crime, Financial Crimes..., Dispute Resolution
Education
University of North Carolina at Charlotte 1997 — 2000
BA, Criminal Justice
Wells Fargo Bank July 2009 - Present
Wachovia 2007 - July 2009
Wachovia Bank 2006 - 2007
Wachovia 2003 - 2006
Wachovia 2001 - 2003
First Union National Bank 1999 - 2001
Skills
Credit Cards, Fraud Prevention, Fraud, Fraud Investigations, Inventory Management, Loss Prevention, Risk Management, Loss Mitigation, Financial Crime, Financial Crimes..., Dispute Resolution
Education
University of North Carolina at Charlotte 1997 — 2000
BA, Criminal Justice
Robin Lootens Robin Lootens's First Union National Bank Experience June 1997 - May 1999
Job Technology Manager at Bank of America
Industry Banking
Experience
Bank of America June 2006 - February 2012
Bank of America May 1999 - June 2006
First Union National Bank June 1997 - May 1999
Shared Data Systems, Inc. October 1989 - June 1997
Skills
Oracle, J2EE applications, WebSphere Application..., Java, JSP, HTML, Microsoft Project, Six Sigma, Management, MS Project, Java Enterprise Edition, J2EE Application..., JavaScript, SDLC, .NET, Requirements Analysis, XML, Software Development, Enterprise Architecture, Web Applications, SharePoint, Visio, Business Intelligence, Integration, Business Analysis, Project Portfolio..., IT Strategy, Linux
Education
University of North Carolina at Charlotte 1983 — 1987
BA, Mathematics/Business Administration
Bank of America June 2006 - February 2012
Bank of America May 1999 - June 2006
First Union National Bank June 1997 - May 1999
Shared Data Systems, Inc. October 1989 - June 1997
Skills
Oracle, J2EE applications, WebSphere Application..., Java, JSP, HTML, Microsoft Project, Six Sigma, Management, MS Project, Java Enterprise Edition, J2EE Application..., JavaScript, SDLC, .NET, Requirements Analysis, XML, Software Development, Enterprise Architecture, Web Applications, SharePoint, Visio, Business Intelligence, Integration, Business Analysis, Project Portfolio..., IT Strategy, Linux
Education
University of North Carolina at Charlotte 1983 — 1987
BA, Mathematics/Business Administration
Jennifer Byerly Jennifer Byerly's First Union National Bank Experience 1994 - 1997
Job Senior Financial Analyst at Volvo Construction Equipment
Industry Accounting
Experience
Volvo Construction Equipment December 2004 - Present
GE Lighting Systems October 1997 - September 2004
First Union National Bank 1994 - 1997
Skills
Forecasting, Financial Analysis, Financial Reporting, Cost Accounting, Essbase, Variance Analysis, Sarbanes-Oxley Act, Internal Controls, Consolidation, Accounting, SAP, US GAAP, Financial Modeling, Cash Flow, Budgets, Cash Flow Forecasting, Process Improvement, Managerial Finance, Financial Audits, Finance, SAP R/3, General Ledger
Education
UNCC 1990 — 1994
Bachelor of Science (BS), Accounting
Volvo Construction Equipment December 2004 - Present
GE Lighting Systems October 1997 - September 2004
First Union National Bank 1994 - 1997
Skills
Forecasting, Financial Analysis, Financial Reporting, Cost Accounting, Essbase, Variance Analysis, Sarbanes-Oxley Act, Internal Controls, Consolidation, Accounting, SAP, US GAAP, Financial Modeling, Cash Flow, Budgets, Cash Flow Forecasting, Process Improvement, Managerial Finance, Financial Audits, Finance, SAP R/3, General Ledger
Education
UNCC 1990 — 1994
Bachelor of Science (BS), Accounting
Kay Morrison Kay Morrison's First Union National Bank Experience January 1999 - August 2006
Job Real Estate Consultant at ERA Wilkinson Real Estate
Industry Real Estate
Experience
Wilkinson & Associates March 2011 - Present
Coldwell Banker Real Estate 2007 - 2009
First Union National Bank January 1999 - August 2006
Skills
Foreclosures, First Time Home Buyers, Real Estate, Short Sales, Sellers, Real Estate Transactions, Buyers, New Home Sales, Single Family Homes, Buyer Representation, Relocation, Investment Properties, Investors, HUD, Condos, ABR, Listings, Move Up Buyers, Luxury, Townhomes, SFR, Residential Homes, Vacation Homes, Relocation Buyers, Referrals, Real Property, REO, Property, New Homes, Home Staging
Education
University of North Carolina at Charlotte 2014 — 2017
BA Communications, Human Resources Management and Services
Wilkinson & Associates March 2011 - Present
Coldwell Banker Real Estate 2007 - 2009
First Union National Bank January 1999 - August 2006
Skills
Foreclosures, First Time Home Buyers, Real Estate, Short Sales, Sellers, Real Estate Transactions, Buyers, New Home Sales, Single Family Homes, Buyer Representation, Relocation, Investment Properties, Investors, HUD, Condos, ABR, Listings, Move Up Buyers, Luxury, Townhomes, SFR, Residential Homes, Vacation Homes, Relocation Buyers, Referrals, Real Property, REO, Property, New Homes, Home Staging
Education
University of North Carolina at Charlotte 2014 — 2017
BA Communications, Human Resources Management and Services
Tony Whitley Tony Whitley's First Union National Bank Experience May 1996 - August 1998
Job Operations Specialist at Adhesion Wealth Advisor Solutions Inc
Industry Computer Software
Experience
Adhesion Wealth Advisor Solutions Inc September 2011 - Present
Infovisa March 2007 - August 2011
Wachovia, A Wells Fargo Company April 2006 - September 2006
Wachovia, A Wells Fargo Company June 2003 - March 2006
Wachovia, A Wells Fargo Company August 1998 - June 2003
First Union National Bank May 1996 - August 1998
Skills
Cash Management, Banking, Wealth Management, Commercial Banking, Asset Managment
Education
UNC Charlotte 1993 — 1997
BSBA, Operations Management
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
BSBA, Operations Management
North Wilkes 1986 — 1990
Adhesion Wealth Advisor Solutions Inc September 2011 - Present
Infovisa March 2007 - August 2011
Wachovia, A Wells Fargo Company April 2006 - September 2006
Wachovia, A Wells Fargo Company June 2003 - March 2006
Wachovia, A Wells Fargo Company August 1998 - June 2003
First Union National Bank May 1996 - August 1998
Skills
Cash Management, Banking, Wealth Management, Commercial Banking, Asset Managment
Education
UNC Charlotte 1993 — 1997
BSBA, Operations Management
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
BSBA, Operations Management
North Wilkes 1986 — 1990
Robert Bingham Robert Bingham's First Union National Bank Experience 1989 - 1995
Job Independent Lawson / Infor Software Consultant
Industry Computer Software
Experience
Independent Lawson / Infor S3 Consultant April 1999 - Present
LAWSON SOFTWARE September 1996 - April 1999
SAFECARD SERVICES, INC. January 1995 - September 1996
FIRST UNION NATIONAL BANK 1989 - 1995
AMERICAN EXPRESS September 1991 - September 1994
Skills
Integration, General Ledger, Accounts Payable, Accounting, Accounts Receivable, Business Process, Crystal Reports, ERP, Business Analysis, Access, Databases, Financials, Finance, Budgets, Management, SQL, Financial Accounting
Education
University of North Florida - College of Business Administration 1993 — 1996
MBA
University of North Florida 1989 — 1993
BBA, Accounting
Independent Lawson / Infor S3 Consultant April 1999 - Present
LAWSON SOFTWARE September 1996 - April 1999
SAFECARD SERVICES, INC. January 1995 - September 1996
FIRST UNION NATIONAL BANK 1989 - 1995
AMERICAN EXPRESS September 1991 - September 1994
Skills
Integration, General Ledger, Accounts Payable, Accounting, Accounts Receivable, Business Process, Crystal Reports, ERP, Business Analysis, Access, Databases, Financials, Finance, Budgets, Management, SQL, Financial Accounting
Education
University of North Florida - College of Business Administration 1993 — 1996
MBA
University of North Florida 1989 — 1993
BBA, Accounting
Dawn Orsini's First Union National Bank Experience 1998 - 2001
Job Senior Vice President, Deposit Administration & Retail Delivery at Ion Bank
Industry Banking
Experience
Ion Bank June 2015 - Present
Ion Bank December 2001 - Present
Naugatuck Savings Bank 2004 - 2009
Naugatuck Savings Bank January 2001 - January 2004
First Union National Bank 1998 - 2001
Centerbank 1993 - 1997
Skills
Retail Banking, Credit, Small Business Lending, Branch Banking, Leadership, Loans, Banking, Branch Management, Consumer Lending, Management, Strategic Planning, Commercial Banking
Education
Stonier Graduate School of Banking, University of Pennsylvania 2012 — 2014
Certificate of Completion
University of Pennsylvania - The Wharton School 2012 — 2014
Leadership Program Certificate of Compeltion
Connecticut School of Finance & Management 1990 — 1992
Certificate of Completion
Post University
Ion Bank June 2015 - Present
Ion Bank December 2001 - Present
Naugatuck Savings Bank 2004 - 2009
Naugatuck Savings Bank January 2001 - January 2004
First Union National Bank 1998 - 2001
Centerbank 1993 - 1997
Skills
Retail Banking, Credit, Small Business Lending, Branch Banking, Leadership, Loans, Banking, Branch Management, Consumer Lending, Management, Strategic Planning, Commercial Banking
Education
Stonier Graduate School of Banking, University of Pennsylvania 2012 — 2014
Certificate of Completion
University of Pennsylvania - The Wharton School 2012 — 2014
Leadership Program Certificate of Compeltion
Connecticut School of Finance & Management 1990 — 1992
Certificate of Completion
Post University
Mark Misenheimer Mark Misenheimer's First Union National Bank Experience January 1991 - August 2000
Job Senior Credit Officer at First Tennessee Bank
Industry Banking
Experience
First Tennessee Bank June 2010 - Present
Wachovia, A Wells Fargo Company November 2002 - May 2009
First Union National Bank: Intitutional Debt Management August 2000 - May 2002
First Union National Bank January 1991 - August 2000
Skills
Portfolio Management, Credit, Risk Management, Loans, Investments, Commercial Banking, Financial Structuring, Credit Analysis, Credit Risk, Underwriting, Securities, Commercial Lending, Consumer Lending, Loan Origination, Financial Risk, Asset Based Lending, Lines Of Credit, Capital Markets, Cash Management, Financial Services, Cash Flow Lending, Financial Institutions, Relationship Management, Small Business Lending, Treasury Management, Corporate Finance, Operational Risk
Education
University of North Carolina at Charlotte 1978 — 1982
BA, Finance, accounting, marketing
First Tennessee Bank June 2010 - Present
Wachovia, A Wells Fargo Company November 2002 - May 2009
First Union National Bank: Intitutional Debt Management August 2000 - May 2002
First Union National Bank January 1991 - August 2000
Skills
Portfolio Management, Credit, Risk Management, Loans, Investments, Commercial Banking, Financial Structuring, Credit Analysis, Credit Risk, Underwriting, Securities, Commercial Lending, Consumer Lending, Loan Origination, Financial Risk, Asset Based Lending, Lines Of Credit, Capital Markets, Cash Management, Financial Services, Cash Flow Lending, Financial Institutions, Relationship Management, Small Business Lending, Treasury Management, Corporate Finance, Operational Risk
Education
University of North Carolina at Charlotte 1978 — 1982
BA, Finance, accounting, marketing
Vincent Toye Vincent Toye's First Union National Bank Experience June 1994 - March 2001
Job EVP, Head of GSE Production at Wells Fargo Multifamily Capital
Industry Commercial Real Estate
Experience
Wells Fargo Bank August 2006 - Present
Wells Fargo Multifamily Capital August 2006 - Present
Fannie Mae March 2001 - August 2006
First Union National Bank June 1994 - March 2001
Skills
Asset Managment, Real Estate Economics, Due Diligence, Loans, Portfolio Management, Valuation, Underwriting, Financial Modeling, Investments, Capital Markets, Commercial Mortgages, Financial Analysis, Mortgage Lending, Structured Finance, Credit, Risk Management, Loan Origination, Financial Structuring, Securitization, Real Estate, Finance, Asset Management, Credit Analysis, Commercial Lending, Real Estate Financing
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Accounting
University of Virginia 1982 — 1986
BS, Aerospace Engineering
Wells Fargo Bank August 2006 - Present
Wells Fargo Multifamily Capital August 2006 - Present
Fannie Mae March 2001 - August 2006
First Union National Bank June 1994 - March 2001
Skills
Asset Managment, Real Estate Economics, Due Diligence, Loans, Portfolio Management, Valuation, Underwriting, Financial Modeling, Investments, Capital Markets, Commercial Mortgages, Financial Analysis, Mortgage Lending, Structured Finance, Credit, Risk Management, Loan Origination, Financial Structuring, Securitization, Real Estate, Finance, Asset Management, Credit Analysis, Commercial Lending, Real Estate Financing
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Accounting
University of Virginia 1982 — 1986
BS, Aerospace Engineering
Charles Bodine's First Union National Bank Experience March 1997 - March 1999
Job Sales and Leasing Consultant with Hendrick Automotive Group
Industry Automotive
Experience
Lowcountry Volkswagen August 2015 - Present
Hendrick Automotive Group August 2013 - August 2015
Lowe's Home Improvement September 2003 - April 2013
Union Planters Bank March 1999 - May 2000
First Union National Bank March 1997 - March 1999
Skills
Loans, Mortgage Lending, Selling, Sales, Finance, Underwriting, Refinance, Merchandising, Accounting, Sales Operations, Sales Management, Retail, Customer Satisfaction, Negotiation, Retail Sales, Time Management, Wholesale, Management, Account Management, Cold Calling, Customer Retention, Customer Service, Inventory Management, New Business Development, Profit, Sales Process, Team Building
Education
University of Rhode Island 1989 — 1993
BS, Economics
Lowcountry Volkswagen August 2015 - Present
Hendrick Automotive Group August 2013 - August 2015
Lowe's Home Improvement September 2003 - April 2013
Union Planters Bank March 1999 - May 2000
First Union National Bank March 1997 - March 1999
Skills
Loans, Mortgage Lending, Selling, Sales, Finance, Underwriting, Refinance, Merchandising, Accounting, Sales Operations, Sales Management, Retail, Customer Satisfaction, Negotiation, Retail Sales, Time Management, Wholesale, Management, Account Management, Cold Calling, Customer Retention, Customer Service, Inventory Management, New Business Development, Profit, Sales Process, Team Building
Education
University of Rhode Island 1989 — 1993
BS, Economics
Kelly. McSwain-Campbell Kelly. McSwain-Campbell's First Union National Bank Experience August 1998 - October 2001
Job Senior Executive Customer Experience
Industry Banking
Experience
U.S. Bank April 2012 - July 2015
U.S.Bancorp December 2009 - April 2012
Wells Fargo October 2008 - December 2009
Wachovia April 2003 - October 2008
Wachovia October 2001 - April 2003
First Union National Bank August 1998 - October 2001
First Union National Bank April 1996 - August 1998
First Union National Bank April 1994 - April 1996
First Union National Bank August 1992 - April 1994
Skills
Customer Experience, Customer Satisfaction, Performance Management, Process Improvement, Change Management, Cross-functional Team..., Vendor Management, Program Management, Market Research, Banking, Customer Loyalty, Analytics, Brand Loyalty, Financial Services, Leadership, Management, Relationship Management, Segmentation, Analysis, CRM, Strategy, Risk Management, Business Process..., Call Centers
Education
University of North Carolina at Charlotte - Belk College of Business 1988 — 1992
Bachelor’s Degree, Business Administration
U.S. Bank April 2012 - July 2015
U.S.Bancorp December 2009 - April 2012
Wells Fargo October 2008 - December 2009
Wachovia April 2003 - October 2008
Wachovia October 2001 - April 2003
First Union National Bank August 1998 - October 2001
First Union National Bank April 1996 - August 1998
First Union National Bank April 1994 - April 1996
First Union National Bank August 1992 - April 1994
Skills
Customer Experience, Customer Satisfaction, Performance Management, Process Improvement, Change Management, Cross-functional Team..., Vendor Management, Program Management, Market Research, Banking, Customer Loyalty, Analytics, Brand Loyalty, Financial Services, Leadership, Management, Relationship Management, Segmentation, Analysis, CRM, Strategy, Risk Management, Business Process..., Call Centers
Education
University of North Carolina at Charlotte - Belk College of Business 1988 — 1992
Bachelor’s Degree, Business Administration
Carla Payne's First Union National Bank Experience 1999 - 2001
Job Certified Geriatric Care Manager
Industry Hospital & Health Care
Experience
Care Management July 2015 - Present
Brandywine Elder Care Management, LLC October 2010 - July 2015
North Carolina Community Foundation 2006 - 2007
American Red Cross 2005 - 2006
First Union National Bank 1999 - 2001
First Union National Bank 1995 - 1999
UNC Charlotte 1989 - 1995
National MS Society 1988 - 1989
Skills
Care Management, Elder Care, Gerontology, Home Care, Healthcare Management, Alzheimer's disease, Social Services, Case Managment, Medicare, Patient Advocacy, Seniors, Acute Care, Nursing Education, Managed Care, Long-term Care, Healthcare, Care Planning, Nursing, Palliative Care, Medicaid, Independent Living, Compassion, Disease Management, Caregiving, Health Education, Mental Health, Case Management
Education
West Chester University of Pennsylvania
Certification, Gerontology
University of North Carolina at Charlotte 1984 — 1988
Masters, Counseling
Care Management July 2015 - Present
Brandywine Elder Care Management, LLC October 2010 - July 2015
North Carolina Community Foundation 2006 - 2007
American Red Cross 2005 - 2006
First Union National Bank 1999 - 2001
First Union National Bank 1995 - 1999
UNC Charlotte 1989 - 1995
National MS Society 1988 - 1989
Skills
Care Management, Elder Care, Gerontology, Home Care, Healthcare Management, Alzheimer's disease, Social Services, Case Managment, Medicare, Patient Advocacy, Seniors, Acute Care, Nursing Education, Managed Care, Long-term Care, Healthcare, Care Planning, Nursing, Palliative Care, Medicaid, Independent Living, Compassion, Disease Management, Caregiving, Health Education, Mental Health, Case Management
Education
West Chester University of Pennsylvania
Certification, Gerontology
University of North Carolina at Charlotte 1984 — 1988
Masters, Counseling
Meg Quaintance, MBA Meg Quaintance, MBA's First Union National Bank Experience July 1989 - November 2000
Job Bookkeeper at Phillips Goldman & Spence
Industry Financial Services
Experience
Phillips Goldman & Spence February 2015 - Present
Self-employed 2007 - Present
Quaintance Household 2004 - Present
Murphy Consulting Services 2008 - 2011
WSFS Bank February 2003 - September 2007
First Union National Bank July 1989 - November 2000
Skills
Leadership, Banking, Negotiation, Contract Negotiation, Finance, Process Improvement, Portfolio Management, Securities, Computer Proficiency, Budgets, Calendar Planning, QuickBooks, quicken, Networking
Education
Widener University School of Law 2001 — 2002
Law School
University of Phoenix 1999 — 2001
MBA, Global Management
University of Richmond 1985 — 1989
BA, Sociology
Wilmington Friends School 1978 — 1985
Preparatory
Phillips Goldman & Spence February 2015 - Present
Self-employed 2007 - Present
Quaintance Household 2004 - Present
Murphy Consulting Services 2008 - 2011
WSFS Bank February 2003 - September 2007
First Union National Bank July 1989 - November 2000
Skills
Leadership, Banking, Negotiation, Contract Negotiation, Finance, Process Improvement, Portfolio Management, Securities, Computer Proficiency, Budgets, Calendar Planning, QuickBooks, quicken, Networking
Education
Widener University School of Law 2001 — 2002
Law School
University of Phoenix 1999 — 2001
MBA, Global Management
University of Richmond 1985 — 1989
BA, Sociology
Wilmington Friends School 1978 — 1985
Preparatory
Bonnie Gandy Bonnie Gandy's First Union National Bank Experience January 1998 - January 2003
Job PMO Director Bluewolf
Industry Information Technology and Services
Experience
Bluewolf May 2015 - Present
The Weather Channel December 2013 - April 2015
Vonage Business Solutions January 2013 - December 2013
Beazer Homes - Corporate January 2005 - July 2012
Beazer Homes – South Atlantic Region January 2003 - January 2005
Beazer Homes January 2001 - January 2003
First Union National Bank January 1998 - January 2003
Crossmann Communities Inc January 2000 - January 2001
Zaring Homes, Inc January 1999 - January 2000
Rack Room Shoes January 1995 - January 1998
Skills
Contract Management, Salesforce.com, Process Improvement, Project Management, Budgets, JD Edwards, Business Analysis, Customer Service, MS Project, Process Scheduler, Contract Negotiation, Strategic Planning, System Administration, Negotiation, Software Documentation, Leadership, SharePoint, Training, Management, CRM, Vendor Management
Education
University of North Carolina at Charlotte 1995 — 1997
AL Brown High School 1991 — 1995
Diploma
Bluewolf May 2015 - Present
The Weather Channel December 2013 - April 2015
Vonage Business Solutions January 2013 - December 2013
Beazer Homes - Corporate January 2005 - July 2012
Beazer Homes – South Atlantic Region January 2003 - January 2005
Beazer Homes January 2001 - January 2003
First Union National Bank January 1998 - January 2003
Crossmann Communities Inc January 2000 - January 2001
Zaring Homes, Inc January 1999 - January 2000
Rack Room Shoes January 1995 - January 1998
Skills
Contract Management, Salesforce.com, Process Improvement, Project Management, Budgets, JD Edwards, Business Analysis, Customer Service, MS Project, Process Scheduler, Contract Negotiation, Strategic Planning, System Administration, Negotiation, Software Documentation, Leadership, SharePoint, Training, Management, CRM, Vendor Management
Education
University of North Carolina at Charlotte 1995 — 1997
AL Brown High School 1991 — 1995
Diploma
Jill Powell's First Union National Bank Experience September 1999 - September 2002
Job AML Compliance Analyst at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. November 2014 - Present
Wells Fargo July 2014 - October 2014
Healthstat, Inc. August 2011 - July 2014
Electrolux Professional March 2011 - August 2011
Skyland Distributing May 2009 - September 2010
First Union National Bank September 1999 - September 2002
jcpenney October 1998 - September 1999
IBM May 1996 - September 1998
Skills
Microsoft Excel, Visual Basic, Access Database, SQL, COBOL, JCL, Crystal Reports, Pentaho, Relational Data Modeling, Data Analysis, Systems Analysis, Sales, Access
Education
University of North Carolina at Charlotte 1992 — 1997
Bachelor of Science (BS) degrees, Accounting, Business Administration: Management Information Systems
Ally Financial Inc. November 2014 - Present
Wells Fargo July 2014 - October 2014
Healthstat, Inc. August 2011 - July 2014
Electrolux Professional March 2011 - August 2011
Skyland Distributing May 2009 - September 2010
First Union National Bank September 1999 - September 2002
jcpenney October 1998 - September 1999
IBM May 1996 - September 1998
Skills
Microsoft Excel, Visual Basic, Access Database, SQL, COBOL, JCL, Crystal Reports, Pentaho, Relational Data Modeling, Data Analysis, Systems Analysis, Sales, Access
Education
University of North Carolina at Charlotte 1992 — 1997
Bachelor of Science (BS) degrees, Accounting, Business Administration: Management Information Systems
Nathan David's First Union National Bank Experience January 1991 - January 1997
Job Strategic Accounts Director, Empirix
Industry Telecommunications
Experience
Empirix January 2007 - Present
Empirix January 2004 - December 2007
Alternative Delivery Systems January 1997 - December 1999
First Union National Bank January 1991 - January 1997
Skills
IVR, CTI, Unified Communications, Contact Centers, Product Management, Customer Experience..., VoIP, E-commerce, Product Launch, Solution Selling, Call Centers, SaaS, Enterprise Software, Strategic Partnerships, Cloud Computing, Professional Services, Telecommunications, Solution Architecture, Management, Leadership, SIP, Managed Services, Telephony, Go-to-market Strategy, Avaya, ACD, IP, Sales Engineering, Pre-sales, Speech Recognition, Channel Partners, Sales, Product Marketing, SIP Trunking, Wireless, Genesys, Ethernet, Mobile Technology, Salesforce.com, Mobile Devices, MPLS, Customer Experience, CRM, Direct Sales, Hosted Services
Education
University of North Florida 1984 — 1989
Empirix January 2007 - Present
Empirix January 2004 - December 2007
Alternative Delivery Systems January 1997 - December 1999
First Union National Bank January 1991 - January 1997
Skills
IVR, CTI, Unified Communications, Contact Centers, Product Management, Customer Experience..., VoIP, E-commerce, Product Launch, Solution Selling, Call Centers, SaaS, Enterprise Software, Strategic Partnerships, Cloud Computing, Professional Services, Telecommunications, Solution Architecture, Management, Leadership, SIP, Managed Services, Telephony, Go-to-market Strategy, Avaya, ACD, IP, Sales Engineering, Pre-sales, Speech Recognition, Channel Partners, Sales, Product Marketing, SIP Trunking, Wireless, Genesys, Ethernet, Mobile Technology, Salesforce.com, Mobile Devices, MPLS, Customer Experience, CRM, Direct Sales, Hosted Services
Education
University of North Florida 1984 — 1989
Duane Bunn Duane Bunn's First Union National Bank Experience July 1992 - December 1997
Job SVP, DFS Treasury Management at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 1999 - Present
Bank of America Merrill Lynch February 2006 - Present
Bank of America Merrill Lynch December 2003 - February 2006
Bank of America Merrill Lynch June 2000 - December 2004
Bank of America Merrill Lynch June 1999 - July 2000
Chase Manhattan Corporation December 1997 - July 1999
First Union National Bank July 1992 - December 1997
American Express March 1990 - July 1992
Florida National Bank January 1989 - February 1990
Skills
Public Speaking, Consultative Selling, Strategic Consulting, Six Sigma, Green Belt, Product Management, Product Development, Sales Management, Cross-functional Team..., Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Financial Control, Fraud Prevention, Fraud Analysis, Sales Presentations, Leadership Development, Treasury Management, Cash Management, Cash Flow Management, Credit Analysis, Credit Risk, Merchant Services, Financial Institutions, Credit Cards, Mortgage Banking, Commercial Lending, Commercial Mortgages, Interest Rate..., Capital Budgeting, Information Systems..., Product Profitability, EVA / SVA Modeling, International Cash..., Sales Process, New Business Development, Strategic Planning, Team Management, Business Case, Credit, Underwriting, Portfolio Management, Banking, Commercial Banking, Risk Management, Risk, Loans, Acquisition Integration, Dealer Finance
Education
University of North Florida - College of Business Administration 1995 — 1997
MBA, Finance
University of North Florida - College of Business Administration 1986 — 1991
BBA, Finance
Nathan Bedford Forrest 1983 — 1986
HS Diploma
Bank of America Merrill Lynch June 1999 - Present
Bank of America Merrill Lynch February 2006 - Present
Bank of America Merrill Lynch December 2003 - February 2006
Bank of America Merrill Lynch June 2000 - December 2004
Bank of America Merrill Lynch June 1999 - July 2000
Chase Manhattan Corporation December 1997 - July 1999
First Union National Bank July 1992 - December 1997
American Express March 1990 - July 1992
Florida National Bank January 1989 - February 1990
Skills
Public Speaking, Consultative Selling, Strategic Consulting, Six Sigma, Green Belt, Product Management, Product Development, Sales Management, Cross-functional Team..., Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Financial Control, Fraud Prevention, Fraud Analysis, Sales Presentations, Leadership Development, Treasury Management, Cash Management, Cash Flow Management, Credit Analysis, Credit Risk, Merchant Services, Financial Institutions, Credit Cards, Mortgage Banking, Commercial Lending, Commercial Mortgages, Interest Rate..., Capital Budgeting, Information Systems..., Product Profitability, EVA / SVA Modeling, International Cash..., Sales Process, New Business Development, Strategic Planning, Team Management, Business Case, Credit, Underwriting, Portfolio Management, Banking, Commercial Banking, Risk Management, Risk, Loans, Acquisition Integration, Dealer Finance
Education
University of North Florida - College of Business Administration 1995 — 1997
MBA, Finance
University of North Florida - College of Business Administration 1986 — 1991
BBA, Finance
Nathan Bedford Forrest 1983 — 1986
HS Diploma
Keith Combs's First Union National Bank Experience March 1998 - August 1998
Job National Program Manager, Credit Counseling at Operation HOPE
Industry Nonprofit Organization Management
Experience
Operation HOPE August 2014 - Present
National Disability Institute October 2013 - August 2014
ClearPoint Credit Counseling Solutions January 2007 - October 2012
AIG Agency Auto May 2006 - January 2007
Michael Nesbit LLC March 2005 - March 2006
North Carolina Farm Bureau November 1999 - March 2005
ECPI Technical College November 1998 - November 1999
First Union National Bank March 1998 - August 1998
Capital One June 1995 - March 1998
Skills
Community Outreach, Community Development, Non-profit Fund..., Financial Education, Building Business..., Hiring Employees, Job Coaching, Training, Team Leadership, Budget Monitoring, Branch Operation, Regional Development, Grant Management, Recruiting, Management, Non-profits, Non-profit..., Claims Investigations, Claims Management, Claims Resolution, Accident Claims, Property Claims, Bookkeeping, Accounts Payable, Accounts Receivable, Account Reconciliation, Bank Reconciliation, Employee Benefits, Benefits Administration, Sales Management, Credit Counseling, Budget Counseling, Office Management, Payroll, Event Management, Event Planning, Microsoft Excel, Customer Service, Leadership, Strategic Planning, Budgets, Credit, Insurance, Building Relationships, Coaching, Staff Development, Team Building, Public Speaking, Workshop Facilitation, Project Management
Education
University of North Carolina at Wilmington 1989 — 1993
Bachelor of Science, Business Management
Operation HOPE August 2014 - Present
National Disability Institute October 2013 - August 2014
ClearPoint Credit Counseling Solutions January 2007 - October 2012
AIG Agency Auto May 2006 - January 2007
Michael Nesbit LLC March 2005 - March 2006
North Carolina Farm Bureau November 1999 - March 2005
ECPI Technical College November 1998 - November 1999
First Union National Bank March 1998 - August 1998
Capital One June 1995 - March 1998
Skills
Community Outreach, Community Development, Non-profit Fund..., Financial Education, Building Business..., Hiring Employees, Job Coaching, Training, Team Leadership, Budget Monitoring, Branch Operation, Regional Development, Grant Management, Recruiting, Management, Non-profits, Non-profit..., Claims Investigations, Claims Management, Claims Resolution, Accident Claims, Property Claims, Bookkeeping, Accounts Payable, Accounts Receivable, Account Reconciliation, Bank Reconciliation, Employee Benefits, Benefits Administration, Sales Management, Credit Counseling, Budget Counseling, Office Management, Payroll, Event Management, Event Planning, Microsoft Excel, Customer Service, Leadership, Strategic Planning, Budgets, Credit, Insurance, Building Relationships, Coaching, Staff Development, Team Building, Public Speaking, Workshop Facilitation, Project Management
Education
University of North Carolina at Wilmington 1989 — 1993
Bachelor of Science, Business Management
Michael Pennella's First Union National Bank Experience December 1995 - September 1999
Job Head of Design & Digital Strategy at Ally
Industry Financial Services
Experience
Ally Financial Inc. March 2008 - Present
Bank of America January 2003 - March 2008
Wachovia Bank September 1999 - December 2002
First Union National Bank December 1995 - September 1999
First Data Health Systems Corporation August 1990 - November 1995
FIS (formerly Systematics) June 1988 - August 1990
Skills
Product Management, Internet Banking, E-commerce, User Interface Design, Vendor Management, SEO, Enterprise Architecture, Mobile Devices, Cross-functional Team..., Integration, Information Architecture, Management, Banking, Integrated Marketing, Strategy, Business Analysis, Leadership, SDLC
Education
University of Notre Dame 1986 — 1988
Master of Business Administration (MBA)
University of Oklahoma 1982 — 1986
Bachelor of Science (BS)
Ally Financial Inc. March 2008 - Present
Bank of America January 2003 - March 2008
Wachovia Bank September 1999 - December 2002
First Union National Bank December 1995 - September 1999
First Data Health Systems Corporation August 1990 - November 1995
FIS (formerly Systematics) June 1988 - August 1990
Skills
Product Management, Internet Banking, E-commerce, User Interface Design, Vendor Management, SEO, Enterprise Architecture, Mobile Devices, Cross-functional Team..., Integration, Information Architecture, Management, Banking, Integrated Marketing, Strategy, Business Analysis, Leadership, SDLC
Education
University of Notre Dame 1986 — 1988
Master of Business Administration (MBA)
University of Oklahoma 1982 — 1986
Bachelor of Science (BS)
Jenny Merck Jenny Merck's First Union National Bank Experience 1990 - 1993
Job Instructional Assistant at Union Academy
Industry Education Management
Experience
Union Academy Charter School July 2006 - Present
First Union National Bank 1990 - 1993
Ivey's Department Store 1983 - 1990
Skills
Customer Service, Organization Skills, Interpersonal..., Time Management, Microsoft Word, Microsoft Excel, Teamwork, Collaborative Problem..., Penmanship
Education
University of North Carolina at Charlotte 1985 — 1989
Bachelor's Degree, Psychology
Union Academy Charter School July 2006 - Present
First Union National Bank 1990 - 1993
Ivey's Department Store 1983 - 1990
Skills
Customer Service, Organization Skills, Interpersonal..., Time Management, Microsoft Word, Microsoft Excel, Teamwork, Collaborative Problem..., Penmanship
Education
University of North Carolina at Charlotte 1985 — 1989
Bachelor's Degree, Psychology
Jasmine Ridley Jasmine Ridley's First Union National Bank Experience September 1997 - 2002
Job Underwriter III with a National Mortgage Company
Industry Financial Services
Experience
National Mortgage Company Senior DE Underwriter / Team LeadResidential Home Funding2012 - 2014
SunQuest Funding 2011 - 2012
Bank of America 2010 - 2011
Chase Home Finance May 2009 - August 2010
EquiFirst / Barclays 2008 - 2009
Weichert Financial Services February 2004 - June 2008
Countrywide Home Loans October 2002 - January 2004
First Union National Bank September 1997 - 2002
Skills
Mortgage Banking, Loan Origination, Mortgage Lending, Residential Mortgages, Commercial Lending, FHA, Loans, Refinance, Credit, Underwriting, Mortgage Underwriting, Credit Analysis, Banking, First Time Home Buyers, Consumer Lending, Encompass, Allregs, DU,..., VA loans, USDA, FHA financing, Funding, Home Equity Lines of..., Non-Conforming, FHA Financing, VA Loans
Education
University of Phoenix 2010 — 2014
Accounting
National Mortgage Company Senior DE Underwriter / Team LeadResidential Home Funding2012 - 2014
SunQuest Funding 2011 - 2012
Bank of America 2010 - 2011
Chase Home Finance May 2009 - August 2010
EquiFirst / Barclays 2008 - 2009
Weichert Financial Services February 2004 - June 2008
Countrywide Home Loans October 2002 - January 2004
First Union National Bank September 1997 - 2002
Skills
Mortgage Banking, Loan Origination, Mortgage Lending, Residential Mortgages, Commercial Lending, FHA, Loans, Refinance, Credit, Underwriting, Mortgage Underwriting, Credit Analysis, Banking, First Time Home Buyers, Consumer Lending, Encompass, Allregs, DU,..., VA loans, USDA, FHA financing, Funding, Home Equity Lines of..., Non-Conforming, FHA Financing, VA Loans
Education
University of Phoenix 2010 — 2014
Accounting
Brian McGraw Brian McGraw's First Union National Bank Experience 2001 - 2002
Job Management Consultant
Industry Banking
Experience
The DARTON GROUP August 2010 - Present
Wachovia 2003 - 2008
Wachovia Bank 2002 - 2003
First Union National Bank 2001 - 2002
First Union National Bank 1999 - 2001
First Union 1998 - 1999
First Union National Bank 1995 - 1998
Skills
Banking, Mortgage Lending, Loans, Credit, Financial Services, Finance, Retail Banking, Financial Analysis, Strategic Financial..., Mortgage Banking, Compliance, Cash Management, Risk Management, Financial Modeling, Treasury Management, Financial Risk, Commercial Banking
Education
University of North Carolina at Charlotte 1992 — 1995
Bachelors of Science, Accounting
The DARTON GROUP August 2010 - Present
Wachovia 2003 - 2008
Wachovia Bank 2002 - 2003
First Union National Bank 2001 - 2002
First Union National Bank 1999 - 2001
First Union 1998 - 1999
First Union National Bank 1995 - 1998
Skills
Banking, Mortgage Lending, Loans, Credit, Financial Services, Finance, Retail Banking, Financial Analysis, Strategic Financial..., Mortgage Banking, Compliance, Cash Management, Risk Management, Financial Modeling, Treasury Management, Financial Risk, Commercial Banking
Education
University of North Carolina at Charlotte 1992 — 1995
Bachelors of Science, Accounting
Tatiana L. Moklebust, MBCP, PMP Tatiana L. Moklebust, MBCP, PMP's First Union National Bank Experience 1999 - 2001
Job Director, Disaster Recovery & Business Continuity at AmerisourceBergen
Industry Pharmaceuticals
Experience
AmerisourceBergen April 2015 - Present
TIAA-CREF November 2013 - April 2015
TIAA-CREF April 2013 - November 2013
TIAA-CREF October 2010 - April 2013
TIAA-CREF August 2005 - October 2010
Wachovia January 2001 - August 2005
First Union National Bank 1999 - 2001
Skills
Program Management, Disaster Recovery, Business Continuity..., Process Improvement, Business Continuity, PMP, Business Process..., Vendor Management, Risk Management, Project Management, Risk Assessment, Incident Management, Management, Operations Management, Cross-functional Team..., Governance, Operational Risk..., Change Management, Business Analysis, Strategy, Project Planning, BC Program Development, MBCP, Business Continuity..., Disaster Recovery Plan..., BC Program / Plan..., BC Program Strategy, Business Impact..., Leadership, SDLC, Integration, IT Strategy, Analysis
Education
UNC Charlotte 1999 — 2003
Masters, Public Administration
Hunter College, CUNY 1987 — 1993
Bachelor of Arts (B.A.), Economics
AmerisourceBergen April 2015 - Present
TIAA-CREF November 2013 - April 2015
TIAA-CREF April 2013 - November 2013
TIAA-CREF October 2010 - April 2013
TIAA-CREF August 2005 - October 2010
Wachovia January 2001 - August 2005
First Union National Bank 1999 - 2001
Skills
Program Management, Disaster Recovery, Business Continuity..., Process Improvement, Business Continuity, PMP, Business Process..., Vendor Management, Risk Management, Project Management, Risk Assessment, Incident Management, Management, Operations Management, Cross-functional Team..., Governance, Operational Risk..., Change Management, Business Analysis, Strategy, Project Planning, BC Program Development, MBCP, Business Continuity..., Disaster Recovery Plan..., BC Program / Plan..., BC Program Strategy, Business Impact..., Leadership, SDLC, Integration, IT Strategy, Analysis
Education
UNC Charlotte 1999 — 2003
Masters, Public Administration
Hunter College, CUNY 1987 — 1993
Bachelor of Arts (B.A.), Economics
Sophia Czaus Sophia Czaus's First Union National Bank Experience 1997 - 1999
Job
Industry Information Technology and Services
Experience
Fidelity National Information Services April 2014 - Present
Taylor White January 2006 - April 2014
Granicus, Inc. October 2011 - June 2013
Resources Global Professionals 2005 - 2005
SPX Corporation 2002 - 2002
IBM Global Business Services 1999 - 2002
Lotus Consulting, an IBM company 1999 - 2002
First Union National Bank 1997 - 1999
IMC Global Services 1995 - 1997
U.S. Department of Labor 1994 - 1995
Skills
Business Process..., Technical Training, Sarbanes-Oxley Act, Management Consulting, Internal Controls, Internal Audit, Auditing, Process Improvement, Financial Analysis, Mergers, Software Documentation, ERP, IT Strategy, Governance, Business Analysis, Enterprise Architecture, Requirements Analysis, Requirements Gathering, Government, Computer Software..., Federal Government, State Government, Local Government, Social Services, Integration, Management, Analysis, Project Management, Security, Mergers & Acquisitions, Information Technology, Business Process, Consulting, IT Audit, Change Management
Education
University of Pennsylvania 1991 — 1995
Bachelor of Arts, Economics
Fidelity National Information Services April 2014 - Present
Taylor White January 2006 - April 2014
Granicus, Inc. October 2011 - June 2013
Resources Global Professionals 2005 - 2005
SPX Corporation 2002 - 2002
IBM Global Business Services 1999 - 2002
Lotus Consulting, an IBM company 1999 - 2002
First Union National Bank 1997 - 1999
IMC Global Services 1995 - 1997
U.S. Department of Labor 1994 - 1995
Skills
Business Process..., Technical Training, Sarbanes-Oxley Act, Management Consulting, Internal Controls, Internal Audit, Auditing, Process Improvement, Financial Analysis, Mergers, Software Documentation, ERP, IT Strategy, Governance, Business Analysis, Enterprise Architecture, Requirements Analysis, Requirements Gathering, Government, Computer Software..., Federal Government, State Government, Local Government, Social Services, Integration, Management, Analysis, Project Management, Security, Mergers & Acquisitions, Information Technology, Business Process, Consulting, IT Audit, Change Management
Education
University of Pennsylvania 1991 — 1995
Bachelor of Arts, Economics
Rose Brown, CAPM Rose Brown, CAPM's First Union National Bank Experience July 2000 - April 2001
Job Infrastructure Project Manager
Industry Banking
Experience
Wells Fargo Retirement Technology February 2013 - Present
Wells Fargo July 2012 - February 2013
Bank of America November 2011 - March 2012
Duke Energy Corporation January 2011 - July 2011
Wells Fargo January 2003 - January 2011
Duke Energy Corporation November 2001 - June 2002
First Union National Bank July 2000 - April 2001
Skills
MS Project, Visio, Project Planning, SharePoint, Project Execution, MS Office Suite, SharePoint Designer, HTML, SDLC, PMBOK, CAPM, Project Management, Financial Tracking, WBS Development, Virtual Environment, Project Coordination, Software Documentation, Microsoft Office, ITIL, Leadership, PMP, Databases, Vendor Management, Project Portfolio..., Requirements Gathering, Business Analysis, Testing, PMO
Education
University of North Carolina at Charlotte
Bachelor of Science, Electrical Engineering Technology
Wells Fargo Retirement Technology February 2013 - Present
Wells Fargo July 2012 - February 2013
Bank of America November 2011 - March 2012
Duke Energy Corporation January 2011 - July 2011
Wells Fargo January 2003 - January 2011
Duke Energy Corporation November 2001 - June 2002
First Union National Bank July 2000 - April 2001
Skills
MS Project, Visio, Project Planning, SharePoint, Project Execution, MS Office Suite, SharePoint Designer, HTML, SDLC, PMBOK, CAPM, Project Management, Financial Tracking, WBS Development, Virtual Environment, Project Coordination, Software Documentation, Microsoft Office, ITIL, Leadership, PMP, Databases, Vendor Management, Project Portfolio..., Requirements Gathering, Business Analysis, Testing, PMO
Education
University of North Carolina at Charlotte
Bachelor of Science, Electrical Engineering Technology
Timothy Bice Timothy Bice's First Union National Bank Experience February 1993 - April 1998
Job Senior Vice President, International Operations at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank July 2012 - Present
Wells Fargo Bank June 2009 - July 2012
Wachovia, A Wells Fargo Company September 2003 - June 2009
Wachovia, A Wells Fargo Company April 1998 - September 2003
First Union National Bank February 1993 - April 1998
First Union National Bank August 1988 - February 1993
Skills
Operational Risk..., Creative Problem Solving, Financial Risk, Banking, Financial Regulation, Operational Risk, Internal Audit, Finance, Risk Assessment, Auditing, Internal Controls, Program Management, Information Security, Management, Leadership, Mentoring, Business Ethics, Business Continuity..., Risk Management, Vendor Management
Education
Queens University of Charlotte - McColl School of Business 2012 — 2014
Master of Business Administration (MBA), EMBA Program
University of North Florida - College of Business Administration 1984 — 1988
Bachelor of Business Administration, Finance and Banking
Wells Fargo Bank July 2012 - Present
Wells Fargo Bank June 2009 - July 2012
Wachovia, A Wells Fargo Company September 2003 - June 2009
Wachovia, A Wells Fargo Company April 1998 - September 2003
First Union National Bank February 1993 - April 1998
First Union National Bank August 1988 - February 1993
Skills
Operational Risk..., Creative Problem Solving, Financial Risk, Banking, Financial Regulation, Operational Risk, Internal Audit, Finance, Risk Assessment, Auditing, Internal Controls, Program Management, Information Security, Management, Leadership, Mentoring, Business Ethics, Business Continuity..., Risk Management, Vendor Management
Education
Queens University of Charlotte - McColl School of Business 2012 — 2014
Master of Business Administration (MBA), EMBA Program
University of North Florida - College of Business Administration 1984 — 1988
Bachelor of Business Administration, Finance and Banking
Michael P Davis's First Union National Bank Experience August 1999 - September 2001
Job Secure File Transfer Infrastructure and Architecture SME at TIAACREF
Industry Investment Management
Experience
TIAA-CREF April 2012 - September 2014
TIAA-CREF April 2011 - March 2012
TIAA-CREF September 2010 - May 2011
Bank of America April 2010 - September 2010
Wachovia Corporation March 2008 - April 2010
Wachovia Corporation October 2001 - March 2008
First Union National Bank August 1999 - September 2001
EDS Corporation March 1997 - August 1999
Skills
SharePoint, Web Design, IT Infrastructure Design, Enterprise Architecture, System Architecture, Visio, IBM HTTP Server, iPlanet Web Server, WebSphere Application..., iPlanet, WebSphere MQ, WebSphere Message Broker, DataPower, Sterling Integrator, Connect Direct, Linux System..., Windows System..., Unix Shell Scripting, Windows Scripting, Java, JCL, COBOLII, DB2, SQL, Novell Netware, Team Management, Project Management, Unix, Managed File Transfer, Websphere, Linux, High Availability, Mainframe, Cluster, COBOL, WebSphere, Shell Scripting
Education
University of North Carolina at Charlotte 1989 — 1995
BA, Computer Science
Appalachian State University 1977 — 1983
Physics/Microelectronics/Astrophysics
TIAA-CREF April 2012 - September 2014
TIAA-CREF April 2011 - March 2012
TIAA-CREF September 2010 - May 2011
Bank of America April 2010 - September 2010
Wachovia Corporation March 2008 - April 2010
Wachovia Corporation October 2001 - March 2008
First Union National Bank August 1999 - September 2001
EDS Corporation March 1997 - August 1999
Skills
SharePoint, Web Design, IT Infrastructure Design, Enterprise Architecture, System Architecture, Visio, IBM HTTP Server, iPlanet Web Server, WebSphere Application..., iPlanet, WebSphere MQ, WebSphere Message Broker, DataPower, Sterling Integrator, Connect Direct, Linux System..., Windows System..., Unix Shell Scripting, Windows Scripting, Java, JCL, COBOLII, DB2, SQL, Novell Netware, Team Management, Project Management, Unix, Managed File Transfer, Websphere, Linux, High Availability, Mainframe, Cluster, COBOL, WebSphere, Shell Scripting
Education
University of North Carolina at Charlotte 1989 — 1995
BA, Computer Science
Appalachian State University 1977 — 1983
Physics/Microelectronics/Astrophysics
Jay Saunders Jay Saunders's First Union National Bank Experience June 1993 - April 1998
Job Director at KPM Financial
Industry Financial Services
Experience
KPM Financial LLC April 2015 - Present
First Tryon Advisors July 2012 - April 2015
Wachovia Bank, NA April 2004 - June 2008
Bank of America April 1998 - April 2004
First Union National Bank June 1993 - April 1998
Skills
Commercial Lending, Credit, Banking, Commercial Banking, Capital Markets, Fixed Income, Loan Origination, Derivatives, Structured Finance, Municipal Bonds, Corporate Finance, Not-for-profit, Investments, Finance, Portfolio Management, Investment Banking, Financial Services, Financial Analysis, Bonds, Financial Modeling, Series 7, Securities
Education
University of North Carolina at Charlotte 1988 — 1993
Bachelor of Science (BS), Business Finance
KPM Financial LLC April 2015 - Present
First Tryon Advisors July 2012 - April 2015
Wachovia Bank, NA April 2004 - June 2008
Bank of America April 1998 - April 2004
First Union National Bank June 1993 - April 1998
Skills
Commercial Lending, Credit, Banking, Commercial Banking, Capital Markets, Fixed Income, Loan Origination, Derivatives, Structured Finance, Municipal Bonds, Corporate Finance, Not-for-profit, Investments, Finance, Portfolio Management, Investment Banking, Financial Services, Financial Analysis, Bonds, Financial Modeling, Series 7, Securities
Education
University of North Carolina at Charlotte 1988 — 1993
Bachelor of Science (BS), Business Finance
Thomas Vanderkin Thomas Vanderkin's First Union National Bank Experience 1997 - 1998
Job Sales Executive Global Accounts
Industry Computer Hardware
Experience
Lenovo May 1998 - Present
IBM May 1998 - May 2005
First Union National Bank 1997 - 1998
GE Capital 1992 - 1997
Skills
Solution Selling, Cloud Computing, Professional Services, Outsourcing, SaaS, Enterprise Software, Data Center, Pre-sales, Sales Enablement, Managed Services, IT Strategy, IT Service Management, SDLC, Solution Architecture, Storage, Channel, Account Management, Vendor Management, Business Alliances, Operating Systems, Integration, Channel Partners, Business Development, Virtualization, Hardware, Go-to-market Strategy
Education
University of Phoenix 2001 — 2003
MBA, Technical Administration
University of Wisconsin-Oshkosh 1987 — 1991
BS
Lenovo May 1998 - Present
IBM May 1998 - May 2005
First Union National Bank 1997 - 1998
GE Capital 1992 - 1997
Skills
Solution Selling, Cloud Computing, Professional Services, Outsourcing, SaaS, Enterprise Software, Data Center, Pre-sales, Sales Enablement, Managed Services, IT Strategy, IT Service Management, SDLC, Solution Architecture, Storage, Channel, Account Management, Vendor Management, Business Alliances, Operating Systems, Integration, Channel Partners, Business Development, Virtualization, Hardware, Go-to-market Strategy
Education
University of Phoenix 2001 — 2003
MBA, Technical Administration
University of Wisconsin-Oshkosh 1987 — 1991
BS
Jennifer Kulpa Kennedy Jennifer Kulpa Kennedy's First Union National Bank Experience June 1998 - June 2000
Job Technology Project Manger at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2014 - Present
Wells Fargo August 2005 - Present
Wachovia Bank June 2000 - August 2005
First Union National Bank June 1998 - June 2000
First Union National Bank July 1996 - June 1998
First Union National Bank June 1993 - July 1996
Skills
Project Management, SDLC, Problem Solving, Microsoft Office, Microsoft Project, Business Analysis, MS Project, Process Improvement, JavaScript, Enterprise Architecture, Banking, Java, Integration, Risk Management, Troubleshooting, Visio, Requirements Analysis, Business Intelligence, Microsoft SQL Server, SharePoint, Vendor Management, User Acceptance Testing, Management, Strategy, Requirements Gathering, Software Documentation, PMO, IT Strategy, Project Portfolio..., Quality Assurance, Business Requirements, Software Project...
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo April 2014 - Present
Wells Fargo August 2005 - Present
Wachovia Bank June 2000 - August 2005
First Union National Bank June 1998 - June 2000
First Union National Bank July 1996 - June 1998
First Union National Bank June 1993 - July 1996
Skills
Project Management, SDLC, Problem Solving, Microsoft Office, Microsoft Project, Business Analysis, MS Project, Process Improvement, JavaScript, Enterprise Architecture, Banking, Java, Integration, Risk Management, Troubleshooting, Visio, Requirements Analysis, Business Intelligence, Microsoft SQL Server, SharePoint, Vendor Management, User Acceptance Testing, Management, Strategy, Requirements Gathering, Software Documentation, PMO, IT Strategy, Project Portfolio..., Quality Assurance, Business Requirements, Software Project...
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Jeff Manore's First Union National Bank Experience January 1996 - March 1997
Job Motorola Manufacturers Representative
Industry Telecommunications
Experience
Wireless Communications, Inc. February 2011 - Present
Wireless Communications, Inc. January 2000 - February 2011
Wireless Commuinications, Inc. March 1997 - January 2000
First Union National Bank January 1996 - March 1997
Skills
Specialties: RF and...
Education
University of North Carolina at Charlotte 1992 — 1996
Bachelor of Business Administration (B.B.A.) Finance Concentration, Finance and Financial Management Services
University of North Carolina at Charlotte 1992 — 1995
Bachelors, Financial Management
Wireless Communications, Inc. February 2011 - Present
Wireless Communications, Inc. January 2000 - February 2011
Wireless Commuinications, Inc. March 1997 - January 2000
First Union National Bank January 1996 - March 1997
Skills
Specialties: RF and...
Education
University of North Carolina at Charlotte 1992 — 1996
Bachelor of Business Administration (B.B.A.) Finance Concentration, Finance and Financial Management Services
University of North Carolina at Charlotte 1992 — 1995
Bachelors, Financial Management
Jennifer Otten's First Union National Bank Experience June 2000 - June 2001
Job Operational Risk Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
Wells Fargo July 2012 - June 2014
Wells Fargo August 2009 - July 2012
Wachovia, A Wells Fargo Company December 2007 - August 2009
Wachovia, A Wells Fargo Company June 2007 - December 2007
Bank of America February 2006 - June 2007
Bank of America March 2004 - February 2006
Wachovia Bank September 2002 - March 2004
Wachovia Bank June 2001 - September 2002
First Union National Bank June 2000 - June 2001
Skills
Banking, Risk Management, Process Improvement, Operational Risk, Credit Cards, Fraud, Analysis, Business Analysis, Quality Assurance, Customer Service, Internal Audit, SharePoint, Risk Assessment, Project Planning, Loss Mitigation, Fraud Detection, Business Process, Training, Business Continuity, Business Process Design, Records Management, Project Coordination, Root Cause Analysis, Process Simulation, KYC, USA PATRIOT Act, Bank Secrecy Act, Employee Training, Management, AML, Business Process Mapping, Software Documentation, Operational Risk..., Program Management, Fraud Investigations, Fraud Prevention, Fraud Analysis, Process Mapping, Trend Analysis, Trend Research, Trend Spotting, Trend Identification, Process Development, Project Implementation, Risk Mitigation, Training & Development
Education
University of North Carolina at Charlotte 1996 — 2000
B.S., Business Administration, Marketing and Small Business Management
South Mecklenburg High School 1993 — 1996
Wells Fargo June 2014 - Present
Wells Fargo July 2012 - June 2014
Wells Fargo August 2009 - July 2012
Wachovia, A Wells Fargo Company December 2007 - August 2009
Wachovia, A Wells Fargo Company June 2007 - December 2007
Bank of America February 2006 - June 2007
Bank of America March 2004 - February 2006
Wachovia Bank September 2002 - March 2004
Wachovia Bank June 2001 - September 2002
First Union National Bank June 2000 - June 2001
Skills
Banking, Risk Management, Process Improvement, Operational Risk, Credit Cards, Fraud, Analysis, Business Analysis, Quality Assurance, Customer Service, Internal Audit, SharePoint, Risk Assessment, Project Planning, Loss Mitigation, Fraud Detection, Business Process, Training, Business Continuity, Business Process Design, Records Management, Project Coordination, Root Cause Analysis, Process Simulation, KYC, USA PATRIOT Act, Bank Secrecy Act, Employee Training, Management, AML, Business Process Mapping, Software Documentation, Operational Risk..., Program Management, Fraud Investigations, Fraud Prevention, Fraud Analysis, Process Mapping, Trend Analysis, Trend Research, Trend Spotting, Trend Identification, Process Development, Project Implementation, Risk Mitigation, Training & Development
Education
University of North Carolina at Charlotte 1996 — 2000
B.S., Business Administration, Marketing and Small Business Management
South Mecklenburg High School 1993 — 1996
Edna Norwood's First Union National Bank Experience 1985 - 1989
Job President at E. Norwood & Associates and Human Resources Consultant
Industry Human Resources
Experience
E. Norwood & Associates Inc. April 1996 - Present
CBI 2000 - 2012
Wachovia 1996 - 2006
Wachovia Bank 1996 - 2006
First Union National Bank 1985 - 1989
Education
Institute of Computer Technology 1965 — 1967
Computer Science
University of North Carolina at Charlotte
Certification, Organizational Development
E. Norwood & Associates Inc. April 1996 - Present
CBI 2000 - 2012
Wachovia 1996 - 2006
Wachovia Bank 1996 - 2006
First Union National Bank 1985 - 1989
Education
Institute of Computer Technology 1965 — 1967
Computer Science
University of North Carolina at Charlotte
Certification, Organizational Development
Chris Cauley's First Union National Bank Experience November 1994 - March 1998
Job Management, Data and MIS Reporting professional
Industry Information Services
Experience
Newbold Advisors March 2015 - May 2015
Bank of America October 2011 - March 2015
Freddie Mac August 2010 - September 2011
Aurora Loan Services March 2003 - August 2010
Bayview Financial Trading Group April 2000 - January 2002
Aurora Loan Services Inc November 1998 - April 2000
First Union May 1994 - October 1998
First Union National Bank November 1994 - March 1998
Skills
Loan Servicing, Mortgage Lending, Financial Modeling, Databases, Structured Finance, Program Management, Portfolio Management, Mortgage Banking, Access, Loans, Management, Banking, Mortgage Servicing, Financial Services, Loan Origination, Residential Mortgages, Process Improvement, Risk Management, Vendor Management, Leadership, Financial Analysis, Business Analysis, Loss Mitigation
Education
University of North Carolina at Wilmington 1988 — 1992
B.S, Business Management
Newbold Advisors March 2015 - May 2015
Bank of America October 2011 - March 2015
Freddie Mac August 2010 - September 2011
Aurora Loan Services March 2003 - August 2010
Bayview Financial Trading Group April 2000 - January 2002
Aurora Loan Services Inc November 1998 - April 2000
First Union May 1994 - October 1998
First Union National Bank November 1994 - March 1998
Skills
Loan Servicing, Mortgage Lending, Financial Modeling, Databases, Structured Finance, Program Management, Portfolio Management, Mortgage Banking, Access, Loans, Management, Banking, Mortgage Servicing, Financial Services, Loan Origination, Residential Mortgages, Process Improvement, Risk Management, Vendor Management, Leadership, Financial Analysis, Business Analysis, Loss Mitigation
Education
University of North Carolina at Wilmington 1988 — 1992
B.S, Business Management
Jay Danforth's First Union National Bank Experience March 1998 - September 2001
Job Vice President, Relationship Manager at PNC Business Credit
Industry Banking
Experience
PNC Business Credit March 2010 - Present
The CIT Group 2005 - March 2010
CIT Business Credit Canada Inc. February 2003 - March 2005
The CIT Group September 2001 - February 2003
First Union National Bank March 1998 - September 2001
Skills
Credit, Underwriting, Financial Structuring, Credit Analysis, Asset Based Lending, Commercial Lending, Portfolio Management, Loans, Corporate Finance, Cash Flow, Credit Risk, Banking
Education
University of North Carolina at Wilmington 1995 — 1997
B.S., Finance
PNC Business Credit March 2010 - Present
The CIT Group 2005 - March 2010
CIT Business Credit Canada Inc. February 2003 - March 2005
The CIT Group September 2001 - February 2003
First Union National Bank March 1998 - September 2001
Skills
Credit, Underwriting, Financial Structuring, Credit Analysis, Asset Based Lending, Commercial Lending, Portfolio Management, Loans, Corporate Finance, Cash Flow, Credit Risk, Banking
Education
University of North Carolina at Wilmington 1995 — 1997
B.S., Finance
Avery Wilkerson's First Union National Bank Experience 1997 - 1998
Job Business Consultant/Project Manager, at BB&T
Industry Banking
Experience
BB&T August 2010 - Present
Wachovia Bank 1997 - May 2010
First Union National Bank 1997 - 1998
First Union National Bank 1995 - 1997
Education
Strayer University 2003 — 2005
MBA, Management
University of North Carolina at Charlotte 1990 — 1995
BS, Finance
University of North Carolina at Charlotte - Belk College of Business 1990 — 1995
Bachelor of Science (BS), Business Administration and Management, General
North Rowan HS 1986 — 1990
BB&T August 2010 - Present
Wachovia Bank 1997 - May 2010
First Union National Bank 1997 - 1998
First Union National Bank 1995 - 1997
Education
Strayer University 2003 — 2005
MBA, Management
University of North Carolina at Charlotte 1990 — 1995
BS, Finance
University of North Carolina at Charlotte - Belk College of Business 1990 — 1995
Bachelor of Science (BS), Business Administration and Management, General
North Rowan HS 1986 — 1990
Carla Shepherd's First Union National Bank Experience 1994 - 1996
Job Business Systems Consultant, MBA at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank January 2010 - Present
Wachovia, a Wells Fargo Company 2007 - 2010
Wachovia, a Wells Fargo Company 1996 - 2007
First Union National Bank 1994 - 1996
First Union National Bank 1993 - 1994
Henry County Plywood 1992 - 1993
Sara Lee Branded Apparel 1992 - 1992
Skills
Requirements Gathering, SDLC, Visio, Business Analysis, Banking, Vendor Management, Business Process..., Credit, Process Improvement, Requirements Analysis, MS Project, Lotus Notes, Analysis, Mergers, Customer Relations, Excel, Business Management, Strategic Planning, Testing, Word, PowerPoint, Business Requirements, User Acceptance Testing, Data Analysis, Business Process Design, Management Consulting, Management, Loans, Integration, Cross-functional Team..., Leadership, Risk Management, Project Management, Software Documentation, Financial Risk, Credit Cards, Credit Risk, Financial Services, Mergers & Acquisitions, PMO, Customer Service, Relationship Management, SharePoint, Business Process, Mortgage Lending, Consumer Lending, Loan Servicing, Microsoft Excel, Microsoft Word
Education
University of Phoenix 2005 — 2008
MBA
University of Virginia 1988 — 1992
Bachelor of Arts (B.A.), Rhetoric and Communication Studies
Wells Fargo Bank January 2010 - Present
Wachovia, a Wells Fargo Company 2007 - 2010
Wachovia, a Wells Fargo Company 1996 - 2007
First Union National Bank 1994 - 1996
First Union National Bank 1993 - 1994
Henry County Plywood 1992 - 1993
Sara Lee Branded Apparel 1992 - 1992
Skills
Requirements Gathering, SDLC, Visio, Business Analysis, Banking, Vendor Management, Business Process..., Credit, Process Improvement, Requirements Analysis, MS Project, Lotus Notes, Analysis, Mergers, Customer Relations, Excel, Business Management, Strategic Planning, Testing, Word, PowerPoint, Business Requirements, User Acceptance Testing, Data Analysis, Business Process Design, Management Consulting, Management, Loans, Integration, Cross-functional Team..., Leadership, Risk Management, Project Management, Software Documentation, Financial Risk, Credit Cards, Credit Risk, Financial Services, Mergers & Acquisitions, PMO, Customer Service, Relationship Management, SharePoint, Business Process, Mortgage Lending, Consumer Lending, Loan Servicing, Microsoft Excel, Microsoft Word
Education
University of Phoenix 2005 — 2008
MBA
University of Virginia 1988 — 1992
Bachelor of Arts (B.A.), Rhetoric and Communication Studies
Hal Telimen's First Union National Bank Experience January 1984 - December 2000
Job Principal at Cerium Capital, LLC
Industry Financial Services
Experience
Cerium Capital, LLC December 2010 - Present
ATA NC Charlotte January 2010 - December 2011
Wachovia Securities, LLC 2001 - 2007
Wachovia Bank, NA 2001 - 2007
First Union National Bank January 1984 - December 2000
First Union National Bank January 1979 - December 1983
Skills
Financial Modeling, Interpersonal..., Highly personable, Proposal Writing, Creative Solutions, Investment Banking, Bonds, Finance, Project Management, Mergers & Acquisitions, Investments, Derivatives, Banking, Capital Markets, Financial Analysis, Management, Risk Management, Credit
Education
University of North Carolina at Greensboro 1976 — 1978
MBA, Finance
University of North Carolina at Greensboro 1974 — 1978
Master of Business Administration (MBA), Finance, General
English High School 1966 — 1973
high school
Cerium Capital, LLC December 2010 - Present
ATA NC Charlotte January 2010 - December 2011
Wachovia Securities, LLC 2001 - 2007
Wachovia Bank, NA 2001 - 2007
First Union National Bank January 1984 - December 2000
First Union National Bank January 1979 - December 1983
Skills
Financial Modeling, Interpersonal..., Highly personable, Proposal Writing, Creative Solutions, Investment Banking, Bonds, Finance, Project Management, Mergers & Acquisitions, Investments, Derivatives, Banking, Capital Markets, Financial Analysis, Management, Risk Management, Credit
Education
University of North Carolina at Greensboro 1976 — 1978
MBA, Finance
University of North Carolina at Greensboro 1974 — 1978
Master of Business Administration (MBA), Finance, General
English High School 1966 — 1973
high school
Sadie Andrus's First Union National Bank Experience 1997 - 1999
Job Emerging Risk Analyst at First Horizon
Industry Banking
Experience
First Horizon November 2008 - Present
Superior Staff Resources March 2008 - June 2008
HSBC 2001 - 2007
Expanded Mortgage Credit 2000 - 2001
Conti Mortgage 1999 - 2000
First Union National Bank 1997 - 1999
NationsCredit Financial Services 1995 - 1997
Education
Continuing Education 2008 — 2008
FHA Loan Origination and Fundamentals
HUD Dept Of Housing and Urban Development 2008 — 2008
Continuing Education - HUD/FHA Property Training/Credit Training
University of North Carolina at Charlotte 1988 — 1993
First Horizon November 2008 - Present
Superior Staff Resources March 2008 - June 2008
HSBC 2001 - 2007
Expanded Mortgage Credit 2000 - 2001
Conti Mortgage 1999 - 2000
First Union National Bank 1997 - 1999
NationsCredit Financial Services 1995 - 1997
Education
Continuing Education 2008 — 2008
FHA Loan Origination and Fundamentals
HUD Dept Of Housing and Urban Development 2008 — 2008
Continuing Education - HUD/FHA Property Training/Credit Training
University of North Carolina at Charlotte 1988 — 1993
Greg McDougal, CDMP, CBDM's First Union National Bank Experience August 1997 - April 2001
Job Senior Database Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2009 - Present
Wachovia Bank April 2002 - September 2010
Wachovia Bank April 2001 - April 2002
First Union National Bank August 1997 - April 2001
Coats December 1995 - August 1997
GTE Government Systems November 1990 - December 1995
Computer Sciences Corporation May 1989 - November 1990
Dorsetts, Inc. December 1987 - March 1989
Unifi, Inc. June 1986 - December 1987
Skills
Data Warehousing
Education
University of North Carolina at Charlotte 1981 — 1986
BS, Math/Computer Science
BHS
Wells Fargo January 2009 - Present
Wachovia Bank April 2002 - September 2010
Wachovia Bank April 2001 - April 2002
First Union National Bank August 1997 - April 2001
Coats December 1995 - August 1997
GTE Government Systems November 1990 - December 1995
Computer Sciences Corporation May 1989 - November 1990
Dorsetts, Inc. December 1987 - March 1989
Unifi, Inc. June 1986 - December 1987
Skills
Data Warehousing
Education
University of North Carolina at Charlotte 1981 — 1986
BS, Math/Computer Science
BHS
Jaya Panuganti, PMP's First Union National Bank Experience April 2002 - September 2003
Job HRIS Manager at TIAACREF
Industry Human Resources
Experience
TIAA-CREF January 2014 - Present
TIAA-CREF January 2010 - January 2014
TIAA-CREF September 2007 - July 2009
Hewitt Associates February 2006 - June 2007
Amdocs 2003 - 2006
First Union National Bank April 2002 - September 2003
Blackbird Technologies December 1999 - February 2002
Skills
Requirements Analysis, SDLC, Software Project..., Testing, Agile Methodologies, Requirements Gathering, Quality Assurance, Business Analysis, Integration, SQL
Education
University of North Carolina at Charlotte
BS, Microbiology, Chemistry, Biology
TIAA-CREF January 2014 - Present
TIAA-CREF January 2010 - January 2014
TIAA-CREF September 2007 - July 2009
Hewitt Associates February 2006 - June 2007
Amdocs 2003 - 2006
First Union National Bank April 2002 - September 2003
Blackbird Technologies December 1999 - February 2002
Skills
Requirements Analysis, SDLC, Software Project..., Testing, Agile Methodologies, Requirements Gathering, Quality Assurance, Business Analysis, Integration, SQL
Education
University of North Carolina at Charlotte
BS, Microbiology, Chemistry, Biology
Daphany K. Branch's First Union National Bank Experience April 1986 - May 1988
Job Credit Manager at Fireside Distributors Inc
Industry Wholesale
Experience
Fireside Distributors Inc Consumer Loan SupervisorAmerican Home CenterMay 1999 - June 2000
University of Pittsburgh Medical Center January 1992 - December 1995
First Union National Bank April 1986 - May 1988
Skills
Debt Management, DSO, Credit Analysis, Loans, Working Capital..., Accounts Receivable, Negotiation, Credit Insurance, Analysis, Credit Risk, Credit, Process Improvement, Letters of Credit, Strategic Planning, Account Management, Cash Flow, Debtors, Purchasing, Forecasting, Sales Management, Credit Management, Financial Analysis
Education
University of Pittsburgh
BA, Urban Studies
Fireside Distributors Inc Consumer Loan SupervisorAmerican Home CenterMay 1999 - June 2000
University of Pittsburgh Medical Center January 1992 - December 1995
First Union National Bank April 1986 - May 1988
Skills
Debt Management, DSO, Credit Analysis, Loans, Working Capital..., Accounts Receivable, Negotiation, Credit Insurance, Analysis, Credit Risk, Credit, Process Improvement, Letters of Credit, Strategic Planning, Account Management, Cash Flow, Debtors, Purchasing, Forecasting, Sales Management, Credit Management, Financial Analysis
Education
University of Pittsburgh
BA, Urban Studies
Kip Reed's First Union National Bank Experience March 1995 - December 1999
Job Senior Vice President for Revenue Enhancement and Emerging Risk at Bank of America
Industry Banking
Experience
Bank of America April 2009 - Present
Bank of America January 2005 - April 2009
Self Employed Advisory Services May 2001 - December 2004
McGladrey December 1999 - April 2001
First Union National Bank March 1995 - December 1999
Bank of America October 1992 - February 1995
Skills
Strategy, Leadership, Risk Management, Banking, Vendor Management, Relationship Management, Financial Services, Management, Business Process..., Process Improvement, Portfolio Management, Finance, Financial Risk, Change Management, Business Analysis, Credit, Financial Analysis, Executive Management, Project Portfolio..., Outsourcing, Credit Cards, Mergers & Acquisitions, Program Management, Operational Risk..., Six Sigma, Strategic Planning, Project Management, Analysis, Commercial Banking, Operations Management, Financial Modeling, Business Transformation, Corporate Finance, Retail Banking, PMO, Loans, Cross-functional Team..., Governance, Consumer Lending, IT Strategy, CRM, Analytics, Commercial Lending, Forecasting, Credit Risk, Mortgage Lending, SDLC, Credit Analysis, Strategic Financial..., Business Strategy
Education
UNCC 1992 — 1994
Master of Business Administration (M.B.A.), International Business and Banking
Winthrop University 1985 — 1988
Bachelor's of Science in Business Administration, Finance
Bank of America April 2009 - Present
Bank of America January 2005 - April 2009
Self Employed Advisory Services May 2001 - December 2004
McGladrey December 1999 - April 2001
First Union National Bank March 1995 - December 1999
Bank of America October 1992 - February 1995
Skills
Strategy, Leadership, Risk Management, Banking, Vendor Management, Relationship Management, Financial Services, Management, Business Process..., Process Improvement, Portfolio Management, Finance, Financial Risk, Change Management, Business Analysis, Credit, Financial Analysis, Executive Management, Project Portfolio..., Outsourcing, Credit Cards, Mergers & Acquisitions, Program Management, Operational Risk..., Six Sigma, Strategic Planning, Project Management, Analysis, Commercial Banking, Operations Management, Financial Modeling, Business Transformation, Corporate Finance, Retail Banking, PMO, Loans, Cross-functional Team..., Governance, Consumer Lending, IT Strategy, CRM, Analytics, Commercial Lending, Forecasting, Credit Risk, Mortgage Lending, SDLC, Credit Analysis, Strategic Financial..., Business Strategy
Education
UNCC 1992 — 1994
Master of Business Administration (M.B.A.), International Business and Banking
Winthrop University 1985 — 1988
Bachelor's of Science in Business Administration, Finance
Lynn Haile's First Union National Bank Experience May 1998 - October 2000
Job at TIAACREF
Industry Banking
Experience
TIAA-CREF January 2011 - Present
Cookie Lee Jewelry 2006 - 2012
Bank of America October 2000 - May 2006
First Union National Bank May 1998 - October 2000
Skills
Banking, Portfolio Management, Credit, Relationship Management, Financial Services, Risk Management, Credit Risk, Retail Banking, Treasury Management, Financial Risk, Business Analysis, Process Improvement, Series 63, Loans, Credit Cards, Series 6, Contract Negotiation
Education
University of North Carolina at Charlotte 1987 — 1991
BS, Business
TIAA-CREF January 2011 - Present
Cookie Lee Jewelry 2006 - 2012
Bank of America October 2000 - May 2006
First Union National Bank May 1998 - October 2000
Skills
Banking, Portfolio Management, Credit, Relationship Management, Financial Services, Risk Management, Credit Risk, Retail Banking, Treasury Management, Financial Risk, Business Analysis, Process Improvement, Series 63, Loans, Credit Cards, Series 6, Contract Negotiation
Education
University of North Carolina at Charlotte 1987 — 1991
BS, Business
Douglas Innocenti's First Union National Bank Experience 1997 - 2000
Job Vice President Technology Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2011 - Present
Wells Fargo May 2003 - May 2011
Wells Fargo March 2000 - April 2003
First Union National Bank 1997 - 2000
First Union April 1996 - March 1998
First Union May 1994 - April 1996
Skills
Genesys, Cisco Call Manager, IVR, CTI, ACD, Cisco ICM, Avaya PBX, nice, Verint, Verizon, Avaya, Cisco Technologies, Unified Communications, Contact Centers, Call Center, VoIP, Call Logging, Routing, Telephony, IP, WAN, Data Center, NICE, Disaster Recovery, SIP, Visio, System Deployment, Call Centers, LAN-WAN, ITIL, Vendor Management, Integration, Switches, Troubleshooting, Network Design, Avaya Technologies
Education
University of North Carolina at Charlotte 1992 — 1995
Wells Fargo April 2011 - Present
Wells Fargo May 2003 - May 2011
Wells Fargo March 2000 - April 2003
First Union National Bank 1997 - 2000
First Union April 1996 - March 1998
First Union May 1994 - April 1996
Skills
Genesys, Cisco Call Manager, IVR, CTI, ACD, Cisco ICM, Avaya PBX, nice, Verint, Verizon, Avaya, Cisco Technologies, Unified Communications, Contact Centers, Call Center, VoIP, Call Logging, Routing, Telephony, IP, WAN, Data Center, NICE, Disaster Recovery, SIP, Visio, System Deployment, Call Centers, LAN-WAN, ITIL, Vendor Management, Integration, Switches, Troubleshooting, Network Design, Avaya Technologies
Education
University of North Carolina at Charlotte 1992 — 1995
Richard J (Jack) Stone, Jr's First Union National Bank Experience January 1992 - November 1996
Job Loan Servicing Specialist III at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2012 - December 2013
JPMorgan Chase April 2010 - August 2011
VyStar Credit Union September 1999 - November 2009
Bombardier Capital November 1997 - June 1999
Intergroup Property Management November 1996 - November 1997
First Union National Bank January 1992 - November 1996
GMAC August 1987 - September 1991
Skills
Credit, Retail, Telephone Skills, Debt Collection, Excel, Word, PowerPoint, Access, Liquidation, Customer Service, Problem Solving, Banking, Credit Analysis, Loss Mitigation, Microsoft Excel, Microsoft Word, Credit Cards, Credit Unions, Consumer Lending, Mortgage Lending, Microsoft Office, Training, Commercial Banking, Sales, Risk Management, Mortgage Banking, Loan Origination, Finance, Residential Mortgages, Commercial Lending, Underwriting, Credit Risk, Loan Servicing, Retail Banking, Financial Analysis, Loan Modifications
Education
University of North Florida
B.S, Political Science
Wells Fargo March 2012 - December 2013
JPMorgan Chase April 2010 - August 2011
VyStar Credit Union September 1999 - November 2009
Bombardier Capital November 1997 - June 1999
Intergroup Property Management November 1996 - November 1997
First Union National Bank January 1992 - November 1996
GMAC August 1987 - September 1991
Skills
Credit, Retail, Telephone Skills, Debt Collection, Excel, Word, PowerPoint, Access, Liquidation, Customer Service, Problem Solving, Banking, Credit Analysis, Loss Mitigation, Microsoft Excel, Microsoft Word, Credit Cards, Credit Unions, Consumer Lending, Mortgage Lending, Microsoft Office, Training, Commercial Banking, Sales, Risk Management, Mortgage Banking, Loan Origination, Finance, Residential Mortgages, Commercial Lending, Underwriting, Credit Risk, Loan Servicing, Retail Banking, Financial Analysis, Loan Modifications
Education
University of North Florida
B.S, Political Science
Margarida Veloz's First Union National Bank Experience July 1999 - July 2000
Job Senior Accounting Analyst at The Steritech Group, Inc.
Industry Environmental Services
Experience
The Steritech Group March 2010 - Present
Atlantic Concrete Structures, Inc. April 2007 - February 2010
Allied Concrete Forming & Associates, Inc. February 2005 - April 2007
Allied Concrete Forming & Associates, Inc. July 2001 - February 2005
First Union National Bank July 1999 - July 2000
David Love, CPA (prior Cunning Accounting) December 1994 - April 1999
Management Accounting Services August 1993 - December 1994
Skills
Notary Public, Great Plains Software, Timberline, Quickbooks, Turbo Tax, Mas 90, Peachtree, Spanish, French, Payroll, Financial Reporting, Financial Analysis, Outlook, Tax Preparation, Journal Entries, Accounting, Accounts Payable, Job Costing, Financial Statements, General Ledger, Account Reconciliation, Year-end Close, Accounts Receivable, Microsoft Excel, Accruals, Depreciation, Sales, Fixed Asset Management, Fixed Assets, Sales Tax, Construction Accounting, Project Accounting, Microsoft Word, Invoicing, Bank Reconciliation, Quicken, Payroll Taxes, Small Business, Microsoft Office, Multi-State Sales Tax, Timberline Accounting, Monthly Close, Access, Microsoft Dynamics GP, QuickBooks, Sage, Sales
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1993
Bachelor of Science, Accounting
West Charlotte Senior High School 1986 — 1989
Diploma, General Studies
The Steritech Group March 2010 - Present
Atlantic Concrete Structures, Inc. April 2007 - February 2010
Allied Concrete Forming & Associates, Inc. February 2005 - April 2007
Allied Concrete Forming & Associates, Inc. July 2001 - February 2005
First Union National Bank July 1999 - July 2000
David Love, CPA (prior Cunning Accounting) December 1994 - April 1999
Management Accounting Services August 1993 - December 1994
Skills
Notary Public, Great Plains Software, Timberline, Quickbooks, Turbo Tax, Mas 90, Peachtree, Spanish, French, Payroll, Financial Reporting, Financial Analysis, Outlook, Tax Preparation, Journal Entries, Accounting, Accounts Payable, Job Costing, Financial Statements, General Ledger, Account Reconciliation, Year-end Close, Accounts Receivable, Microsoft Excel, Accruals, Depreciation, Sales, Fixed Asset Management, Fixed Assets, Sales Tax, Construction Accounting, Project Accounting, Microsoft Word, Invoicing, Bank Reconciliation, Quicken, Payroll Taxes, Small Business, Microsoft Office, Multi-State Sales Tax, Timberline Accounting, Monthly Close, Access, Microsoft Dynamics GP, QuickBooks, Sage, Sales
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1993
Bachelor of Science, Accounting
West Charlotte Senior High School 1986 — 1989
Diploma, General Studies
Victor Harris's First Union National Bank Experience February 2000 - November 2000
Job PeopleSoft Security Analyst at UNC Chapel Hill
Industry Information Technology and Services
Experience
UNC Chapel Hill September 2009 - Present
UNC Chapel Hill December 2000 - August 2009
First Union National Bank February 2000 - November 2000
Sykes Enterprises January 2000 - February 2000
Information Architects January 1997 - June 1999
Skills
PeopleSoft, SQL, PL/SQL, Visual Basic, Databases, Oracle, Programming, Java, Requirements Analysis, XML, Visio, Analysis, Business Analysis, SDLC, SharePoint, Systems Analysis, Crystal Reports, Unix, Troubleshooting, Technical Support, Windows, System Administration
Education
University of North Carolina at Charlotte 1990 — 1996
Bachelor of Arts, Computer Science
UNC Chapel Hill September 2009 - Present
UNC Chapel Hill December 2000 - August 2009
First Union National Bank February 2000 - November 2000
Sykes Enterprises January 2000 - February 2000
Information Architects January 1997 - June 1999
Skills
PeopleSoft, SQL, PL/SQL, Visual Basic, Databases, Oracle, Programming, Java, Requirements Analysis, XML, Visio, Analysis, Business Analysis, SDLC, SharePoint, Systems Analysis, Crystal Reports, Unix, Troubleshooting, Technical Support, Windows, System Administration
Education
University of North Carolina at Charlotte 1990 — 1996
Bachelor of Arts, Computer Science
Helen Amodio's First Union National Bank Experience January 1996 - August 1999
Job Business Manager at TerraSource Valuation, LLC
Industry Financial Services
Experience
TerraSource Valuation, LLC August 2012 - Present
LendingTree August 1999 - June 2008
First Union National Bank January 1996 - August 1999
Skills
Reporting and Analysis, GIS Modeling, Credit, SDLC, CRM, Management, Business Development, User Acceptance Testing, Quality Assurance, Product Management, Cross-functional Team..., Mortgage Lending, Loans, Business Analysis, Banking, Risk Management, Analysis
Education
University of North Carolina at Charlotte 1990 — 1994
BSBA, Marketing
TerraSource Valuation, LLC August 2012 - Present
LendingTree August 1999 - June 2008
First Union National Bank January 1996 - August 1999
Skills
Reporting and Analysis, GIS Modeling, Credit, SDLC, CRM, Management, Business Development, User Acceptance Testing, Quality Assurance, Product Management, Cross-functional Team..., Mortgage Lending, Loans, Business Analysis, Banking, Risk Management, Analysis
Education
University of North Carolina at Charlotte 1990 — 1994
BSBA, Marketing
Keith Swainey's First Union National Bank Experience 1993 - 1996
Job Solutions Architect at NWN Corporation
Industry Information Services
Experience
NWN Corporation October 2011 - Present
CARQUEST Technologies LLC 2005 - 2011
CARQUEST 1998 - 2005
Alphanumeric Systems 1995 - 1998
First Union National Bank 1993 - 1996
Skills
Data Center, Disaster Recovery, Virtualization, ITIL, VMware, Cloud Computing, IT Strategy, IT Service Management, Vendor Management, Managed Services, Enterprise Architecture, Business Process..., Cisco UCS, EMC design
Education
University of North Carolina at Charlotte 1988 — 1993
BS, Business Administration - MIS
NWN Corporation October 2011 - Present
CARQUEST Technologies LLC 2005 - 2011
CARQUEST 1998 - 2005
Alphanumeric Systems 1995 - 1998
First Union National Bank 1993 - 1996
Skills
Data Center, Disaster Recovery, Virtualization, ITIL, VMware, Cloud Computing, IT Strategy, IT Service Management, Vendor Management, Managed Services, Enterprise Architecture, Business Process..., Cisco UCS, EMC design
Education
University of North Carolina at Charlotte 1988 — 1993
BS, Business Administration - MIS
James Liner, PMP's First Union National Bank Experience May 1998 - October 1999
Job Project Manager / Technical Delivery Manager at Bank of America
Industry Banking
Experience
Bank of America December 2010 - Present
Bank Of America January 2007 - December 2010
Bank of America November 1999 - December 2006
First Union National Bank May 1998 - October 1999
Bank of America June 1996 - April 1998
Bank of America October 1992 - May 1996
Skills
PMP, Banking, Java, Visual Basic, Microsoft Excel, Waterfall, SQL, Oracle, Databases, Microsoft SQL Server, Analysis, Testing, Management, Sales, Agile Project Management, Access, Financial Services, Leadership, PMO, Risk Management, SDLC, Project Management, Process Improvement, Software Project...
Education
University of North Carolina at Charlotte 1985 — 1988
Bachelor of Arts, Business
Bank of America December 2010 - Present
Bank Of America January 2007 - December 2010
Bank of America November 1999 - December 2006
First Union National Bank May 1998 - October 1999
Bank of America June 1996 - April 1998
Bank of America October 1992 - May 1996
Skills
PMP, Banking, Java, Visual Basic, Microsoft Excel, Waterfall, SQL, Oracle, Databases, Microsoft SQL Server, Analysis, Testing, Management, Sales, Agile Project Management, Access, Financial Services, Leadership, PMO, Risk Management, SDLC, Project Management, Process Improvement, Software Project...
Education
University of North Carolina at Charlotte 1985 — 1988
Bachelor of Arts, Business
DeeDee Fowler's First Union National Bank Experience 2001 - 2001
Job Brand Strategy Manager at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo 2009 - Present
Wachovia 2008 - 2009
Wachovia/Evergreen Investments 2006 - 2008
Wachovia 2001 - 2005
First Union National Bank 2001 - 2001
First Union National Bank 2000 - 2001
First Union National Bank 1998 - 2000
First Union National Bank 1994 - 1998
First Union National Bank 1993 - 1994
Skills
Marketing, Marketing Communications, Advertising, Marketing Strategy, Management, Strategy, Leadership, Competitive Analysis, Sales, Segmentation, Direct Marketing
Education
University of North Florida - College of Business Administration 1994 — 1996
MBA, Business Management
University of North Florida - College of Business Administration 1991 — 1993
BS, Double Major: Marketing and Management
Wells Fargo 2009 - Present
Wachovia 2008 - 2009
Wachovia/Evergreen Investments 2006 - 2008
Wachovia 2001 - 2005
First Union National Bank 2001 - 2001
First Union National Bank 2000 - 2001
First Union National Bank 1998 - 2000
First Union National Bank 1994 - 1998
First Union National Bank 1993 - 1994
Skills
Marketing, Marketing Communications, Advertising, Marketing Strategy, Management, Strategy, Leadership, Competitive Analysis, Sales, Segmentation, Direct Marketing
Education
University of North Florida - College of Business Administration 1994 — 1996
MBA, Business Management
University of North Florida - College of Business Administration 1991 — 1993
BS, Double Major: Marketing and Management
Steve Cooney's First Union National Bank Experience December 1986 - May 1996
Job Senior Vice President at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank 2000 - Present
Northern Trust 1998 - 2000
SunTrust Bank May 1996 - October 1998
First Union National Bank December 1986 - May 1996
Barnett Bank 1979 - 1984
Education
University of Notre Dame 1975 — 1979
BBA, Finance
Universite Catholique de l'Ouest
Wells Fargo Private Bank 2000 - Present
Northern Trust 1998 - 2000
SunTrust Bank May 1996 - October 1998
First Union National Bank December 1986 - May 1996
Barnett Bank 1979 - 1984
Education
University of Notre Dame 1975 — 1979
BBA, Finance
Universite Catholique de l'Ouest
Nalini Samuel's First Union National Bank Experience 1996 - 2000
Job CEO at TADE Management
Industry Medical Practice
Experience
Levatus Consulting January 2015 - Present
TADE Management 2001 - Present
BM Medical Management January 2014 - December 2014
Infectious Disease Doctors, PA October 1999 - August 2012
First Union National Bank 1996 - 2000
First Fidelity Bank 1992 - 1995
Hay Management Consultants October 1991 - October 1992
Education
University of Oklahoma Health Sciences Center 1992 — 1994
MS, Physics and Applied Math
University of Pennsylvania 1987 — 1991
BS, Biological Basis of Behavior
Levatus Consulting January 2015 - Present
TADE Management 2001 - Present
BM Medical Management January 2014 - December 2014
Infectious Disease Doctors, PA October 1999 - August 2012
First Union National Bank 1996 - 2000
First Fidelity Bank 1992 - 1995
Hay Management Consultants October 1991 - October 1992
Education
University of Oklahoma Health Sciences Center 1992 — 1994
MS, Physics and Applied Math
University of Pennsylvania 1987 — 1991
BS, Biological Basis of Behavior
Latonia Rogers's First Union National Bank Experience September 1998 - June 1999
Job Office Manager at Datalogics Inc.
Industry Computer Software
Experience
Datalogics July 1999 - Present
Datalogics Inc July 1999 - March 2012
First Union National Bank September 1998 - June 1999
Skills
Loans, Accounting, Salesforce.com, SaaS, Microsoft Office, SharePoint, Windows, Process Improvement, System Administration, Project Management, Adobe Acrobat, Business Analysis, Accounts Payable, Enterprise Software, Accounts Receivable, Lotus Notes, Sales, SQL, Requirements Analysis, Financial Services, Customer Service, Public Speaking, Analysis, Tax, XML, Auditing, Software Documentation, Recruiting, Management, HTML, Account Management, SDLC, Databases, Software Development, Financial Reporting
Education
University of Phoenix 2012 — 2013
Associate's degree, Accounting and Finance
University of Phoenix 2011 — 2013
Associate's degree, Accounting and Finance
Datalogics July 1999 - Present
Datalogics Inc July 1999 - March 2012
First Union National Bank September 1998 - June 1999
Skills
Loans, Accounting, Salesforce.com, SaaS, Microsoft Office, SharePoint, Windows, Process Improvement, System Administration, Project Management, Adobe Acrobat, Business Analysis, Accounts Payable, Enterprise Software, Accounts Receivable, Lotus Notes, Sales, SQL, Requirements Analysis, Financial Services, Customer Service, Public Speaking, Analysis, Tax, XML, Auditing, Software Documentation, Recruiting, Management, HTML, Account Management, SDLC, Databases, Software Development, Financial Reporting
Education
University of Phoenix 2012 — 2013
Associate's degree, Accounting and Finance
University of Phoenix 2011 — 2013
Associate's degree, Accounting and Finance
LaShonia Long's First Union National Bank Experience January 1997 - January 1998
Job Financial Sales Consultant at PNC Bank
Industry Banking
Experience
PNC Bank January 2009 - Present
Superior Mortgage Group June 2007 - October 2008
EZ Mortgage Corp May 2006 - June 2007
Lady Foot Locker August 1995 - May 2006
First Union National Bank January 1997 - January 1998
Education
University of Phoenix
Bachelor of Science, Business/Accounting
PNC Bank January 2009 - Present
Superior Mortgage Group June 2007 - October 2008
EZ Mortgage Corp May 2006 - June 2007
Lady Foot Locker August 1995 - May 2006
First Union National Bank January 1997 - January 1998
Education
University of Phoenix
Bachelor of Science, Business/Accounting
Stephanie Pollinger, VP's First Union National Bank Experience June 1998 - January 2000
Job Business Process Consultant (Project Governance & Integration Office)Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company February 2010 - Present
Wachovia, A Wells Fargo Company January 2009 - February 2010
Wachovia December 2004 - January 2009
Wachovia January 2000 - December 2004
First Union National Bank June 1998 - January 2000
Skills
Business Analysis, Consulting, Project Management, PMO, Visio, Program Management, Business Process, Process Improvement, Quality Management, Integration, Risk Management, SharePoint, Change Management, Microsoft Project
Education
University of North Carolina at Charlotte 1980 — 1984
BA, Business Administration
Wachovia, A Wells Fargo Company February 2010 - Present
Wachovia, A Wells Fargo Company January 2009 - February 2010
Wachovia December 2004 - January 2009
Wachovia January 2000 - December 2004
First Union National Bank June 1998 - January 2000
Skills
Business Analysis, Consulting, Project Management, PMO, Visio, Program Management, Business Process, Process Improvement, Quality Management, Integration, Risk Management, SharePoint, Change Management, Microsoft Project
Education
University of North Carolina at Charlotte 1980 — 1984
BA, Business Administration
Albert Rusty Mills's First Union National Bank Experience 1984 - 2003
Job Senior Vice President at M&F Bank NC
Industry Commercial Real Estate
Experience
M&F Bank NC 2015 - Present
Urban Business Network August 2013 - August 2015
Fannie Mae March 2011 - September 2013
Fannie Mae September 2006 - March 2011
Fannie Mae December 2003 - September 2006
First Union National Bank 1984 - 2003
Skills
Loans, Credit, Financial Analysis, Asset Management, Loan Servicing, Loan Origination, Credit Analysis, Financial Modeling, Risk Management, Credit Risk, Mortgage Lending, Underwriting, Business Analysis, Portfolio Management, Asset Managment, Commercial Real Estate..., Community Development, Project Management, Risk Assessment, Operational Risk, Market Risk, Financial Risk, Business Process..., Business Development, Real Estate Lending, Team Management, Banking, Multi-family Investments, Business Strategy
Education
University of North Carolina at Charlotte - Belk College of Business
BA, Business Administration
M&F Bank NC 2015 - Present
Urban Business Network August 2013 - August 2015
Fannie Mae March 2011 - September 2013
Fannie Mae September 2006 - March 2011
Fannie Mae December 2003 - September 2006
First Union National Bank 1984 - 2003
Skills
Loans, Credit, Financial Analysis, Asset Management, Loan Servicing, Loan Origination, Credit Analysis, Financial Modeling, Risk Management, Credit Risk, Mortgage Lending, Underwriting, Business Analysis, Portfolio Management, Asset Managment, Commercial Real Estate..., Community Development, Project Management, Risk Assessment, Operational Risk, Market Risk, Financial Risk, Business Process..., Business Development, Real Estate Lending, Team Management, Banking, Multi-family Investments, Business Strategy
Education
University of North Carolina at Charlotte - Belk College of Business
BA, Business Administration
T. Adam Hill's First Union National Bank Experience October 1999 - April 2001
Job Learning and Development Manager 2 at Wells Fargo Home Mortgage
Industry Human Resources
Experience
Wells Fargo Home Mortgage June 2012 - Present
Wachovia Bank October 1999 - Present
Wachovia Corporation / Wells Fargo May 2004 - June 2012
Wells Fargo 2004 - April 2012
Wachovia Corporation / Wells Fargo April 2001 - May 2004
First Union National Bank October 1999 - April 2001
Central YMCA January 1997 - January 1998
Skills
Training, Employee Training, Leadership, Management, Human Resources, Coaching, Interviews, Team Leadership, Project Management, Personnel Management, Time Management, Budgets, E-Learning
Education
University of North Carolina at Charlotte 1995 — 1999
BA, Communications, Psychology
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Arts, Organizational Communication and Developmental Psychology
Wells Fargo Home Mortgage June 2012 - Present
Wachovia Bank October 1999 - Present
Wachovia Corporation / Wells Fargo May 2004 - June 2012
Wells Fargo 2004 - April 2012
Wachovia Corporation / Wells Fargo April 2001 - May 2004
First Union National Bank October 1999 - April 2001
Central YMCA January 1997 - January 1998
Skills
Training, Employee Training, Leadership, Management, Human Resources, Coaching, Interviews, Team Leadership, Project Management, Personnel Management, Time Management, Budgets, E-Learning
Education
University of North Carolina at Charlotte 1995 — 1999
BA, Communications, Psychology
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Arts, Organizational Communication and Developmental Psychology
Ken McNair's First Union National Bank Experience June 1996 - February 1997
Job Director, Business Implementation
Industry Insurance
Experience
SCOR Global Life Americas March 2007 - Present
SCOR Global Life Americas June 2005 - March 2007
The Hartford Financial Services Group, Inc. August 2003 - June 2005
The Hartford Insurance Group February 2002 - August 2003
The Hartford Insurance Group November 2000 - February 2002
The Hartford Insurance Group September 1999 - November 2000
The Hartford February 1997 - September 1999
First Union National Bank June 1996 - February 1997
First Union National Bank October 1995 - June 1996
Skills
Six Sigma, Business Analysis, Insurance, Process Improvement, Underwriting, Business Process..., Risk Management, Reinsurance, Project Management, Operations Management, Property & Casualty..., Change Management, Strategic Planning, Talent Management, Team Leadership
Education
University of North Carolina at Charlotte 1990 — 1995
BA
SCOR Global Life Americas March 2007 - Present
SCOR Global Life Americas June 2005 - March 2007
The Hartford Financial Services Group, Inc. August 2003 - June 2005
The Hartford Insurance Group February 2002 - August 2003
The Hartford Insurance Group November 2000 - February 2002
The Hartford Insurance Group September 1999 - November 2000
The Hartford February 1997 - September 1999
First Union National Bank June 1996 - February 1997
First Union National Bank October 1995 - June 1996
Skills
Six Sigma, Business Analysis, Insurance, Process Improvement, Underwriting, Business Process..., Risk Management, Reinsurance, Project Management, Operations Management, Property & Casualty..., Change Management, Strategic Planning, Talent Management, Team Leadership
Education
University of North Carolina at Charlotte 1990 — 1995
BA
Pia Jacobs's First Union National Bank Experience May 1999 - January 2000
Job Customer Care Professional at Alpine Access
Industry Banking
Experience
Alpine Access November 2011 - March 2012
Youth Mentoring April 2009 - October 2011
Bank of America October 2007 - March 2009
Bank of America July 2005 - October 2007
Price Waterhouse Coopers March 2004 - April 2005
First Union National Bank May 1999 - January 2000
First Union National Bank October 1993 - May 1999
Skills
Data Analysis, Internal Audit, Auditing, Job Analysis, Banking, Human Resources
Education
University of North Carolina at Charlotte 2000 — 2003
Bachelor of Science, Accounting
Alpine Access November 2011 - March 2012
Youth Mentoring April 2009 - October 2011
Bank of America October 2007 - March 2009
Bank of America July 2005 - October 2007
Price Waterhouse Coopers March 2004 - April 2005
First Union National Bank May 1999 - January 2000
First Union National Bank October 1993 - May 1999
Skills
Data Analysis, Internal Audit, Auditing, Job Analysis, Banking, Human Resources
Education
University of North Carolina at Charlotte 2000 — 2003
Bachelor of Science, Accounting
LeRene Brantley's First Union National Bank Experience April 1994 - April 1998
Job Enterprise Project Manager
Industry Banking
Experience
Wachovia May 2001 - April 2009
First Union National Bank/Wachovia April 1998 - May 2001
First Union National Bank April 1994 - April 1998
Education
Western Carolina University 2002 — 2002
Professional Project Management Certification Program, Project Management
University of North Carolina at Charlotte 1986 — 1989
BA
Wachovia May 2001 - April 2009
First Union National Bank/Wachovia April 1998 - May 2001
First Union National Bank April 1994 - April 1998
Education
Western Carolina University 2002 — 2002
Professional Project Management Certification Program, Project Management
University of North Carolina at Charlotte 1986 — 1989
BA
Jeffrey Pugh's First Union National Bank Experience September 2000 - March 2001
Job QA Test Lead at BB&T
Industry Computer Software
Experience
BB&T May 2013 - Present
Time Warner Cable September 2009 - May 2013
Amdocs March 2001 - August 2009
First Union National Bank September 2000 - March 2001
Bank of America June 1998 - September 2000
Bank of America November 1995 - June 1998
Skills
Quality Center, Testing, Regression Testing, Test Automation, User Acceptance Testing, Test Planning, Business Analysis, Software Documentation, System Testing, Quality Assurance, Software Development, Test Management, SharePoint, Manual Testing, Troubleshooting, SDLC, Agile Methodologies, Test Cases, Unix, QTP, Defect Tracking, Requirements Analysis, JIRA, Agile Testing, Scrum, Software Project..., Requirements Gathering, Waterfall, Software Quality..., Integration, SQL, Agile Project Management, Selenium, Visio, Oracle, Business Requirements, Databases, Project Management
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1994
Bachelor of Science, Business Administration with a concentration in Management Information Systems
Indian River High School
BB&T May 2013 - Present
Time Warner Cable September 2009 - May 2013
Amdocs March 2001 - August 2009
First Union National Bank September 2000 - March 2001
Bank of America June 1998 - September 2000
Bank of America November 1995 - June 1998
Skills
Quality Center, Testing, Regression Testing, Test Automation, User Acceptance Testing, Test Planning, Business Analysis, Software Documentation, System Testing, Quality Assurance, Software Development, Test Management, SharePoint, Manual Testing, Troubleshooting, SDLC, Agile Methodologies, Test Cases, Unix, QTP, Defect Tracking, Requirements Analysis, JIRA, Agile Testing, Scrum, Software Project..., Requirements Gathering, Waterfall, Software Quality..., Integration, SQL, Agile Project Management, Selenium, Visio, Oracle, Business Requirements, Databases, Project Management
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1994
Bachelor of Science, Business Administration with a concentration in Management Information Systems
Indian River High School
Jim Devane's First Union National Bank Experience September 1965 - March 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
First Union National Bank September 1965 - March 2002
Education
University of North Carolina at Charlotte 1965 — 1969
BA, Busines Adminstration
First Union National Bank September 1965 - March 2002
Education
University of North Carolina at Charlotte 1965 — 1969
BA, Busines Adminstration
Hermia Snipes's First Union National Bank Experience 1992 - 1996
Job Human Resources Professional
Industry Human Resources
Experience
UNC Charlotte December 2010 - June 2011
Time Warner Cable February 2008 - December 2008
Time Warner Cable 2003 - 2008
Exult, Inc. 2001 - 2003
Bank of America 1996 - 2001
First Union National Bank 1992 - 1996
Hecht's 1989 - 1992
Skills
Human Resources, Performance Management, Employee Relations, Onboarding, Deferred Compensation, HRIS, PeopleSoft, Leadership Development, Training, Recruiting, Employee Benefits, Employee Engagement, Employee Training, Organizational..., Personnel Management
Education
Central Piedmont Community College
Six Sigma Green Belt
University of North Carolina at Greensboro
Masters
UNC Charlotte December 2010 - June 2011
Time Warner Cable February 2008 - December 2008
Time Warner Cable 2003 - 2008
Exult, Inc. 2001 - 2003
Bank of America 1996 - 2001
First Union National Bank 1992 - 1996
Hecht's 1989 - 1992
Skills
Human Resources, Performance Management, Employee Relations, Onboarding, Deferred Compensation, HRIS, PeopleSoft, Leadership Development, Training, Recruiting, Employee Benefits, Employee Engagement, Employee Training, Organizational..., Personnel Management
Education
Central Piedmont Community College
Six Sigma Green Belt
University of North Carolina at Greensboro
Masters
Christy Chaffee's First Union National Bank Experience 1997 - 1999
Job Realtor/Broker at Ivester Jackson Distinctive Properties an Exclusive Affiliate of Christies International Real Estate
Industry Real Estate
Experience
Ivester Jackson Distinctive Properties - Exclusive Affiliate of Christie's International Real Estate January 2012 - Present
Keller Williams Realty January 2011 - January 2012
Bank of America June 1999 - December 2010
First Union National Bank 1997 - 1999
Skills
Real Estate, Buyer Representation, First Time Home Buyers, Single Family Homes, Luxury, Negotiation, Sellers, Foreclosures, Buyers, Marketing, Investment Properties, Relocation, New Home Sales, Short Sales, Condos, Referrals, REO, Real Estate Transactions, Residential Homes, Investors, Listings, HUD, Real Property
Education
Mingle School of Real Estate 2006 — 2006
JY Monk Real Estate School 2005 — 2005
University of North Carolina at Charlotte 1989 — 1993
BA, Psychology
Ivester Jackson Distinctive Properties - Exclusive Affiliate of Christie's International Real Estate January 2012 - Present
Keller Williams Realty January 2011 - January 2012
Bank of America June 1999 - December 2010
First Union National Bank 1997 - 1999
Skills
Real Estate, Buyer Representation, First Time Home Buyers, Single Family Homes, Luxury, Negotiation, Sellers, Foreclosures, Buyers, Marketing, Investment Properties, Relocation, New Home Sales, Short Sales, Condos, Referrals, REO, Real Estate Transactions, Residential Homes, Investors, Listings, HUD, Real Property
Education
Mingle School of Real Estate 2006 — 2006
JY Monk Real Estate School 2005 — 2005
University of North Carolina at Charlotte 1989 — 1993
BA, Psychology
Jennifer Hanigan's First Union National Bank Experience 1994 - 2002
Job Project Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank July 2009 - Present
Wachovia Bank April 2006 - June 2009
Wachovia Bank 2002 - 2006
First Union National Bank 1994 - 2002
Education
University of North Florida 1985 — 1988
BA
Wells Fargo Bank July 2009 - Present
Wachovia Bank April 2006 - June 2009
Wachovia Bank 2002 - 2006
First Union National Bank 1994 - 2002
Education
University of North Florida 1985 — 1988
BA
Steve McKinney's First Union National Bank Experience 1995 - 2001
Job Market Research Manager at Major Financial Services Firm
Industry Financial Services
Experience
Major Financial Services Firm February 2015 - Present
Lowe's Home Improvement September 2013 - 2014
Bank of America March 2001 - August 2013
First Union National Bank 1995 - 2001
Education
University of North Carolina at Charlotte 1985 — 1989
BA, Economics / Finance
Major Financial Services Firm February 2015 - Present
Lowe's Home Improvement September 2013 - 2014
Bank of America March 2001 - August 2013
First Union National Bank 1995 - 2001
Education
University of North Carolina at Charlotte 1985 — 1989
BA, Economics / Finance
Jay Asuncion's First Union National Bank Experience March 1995 - April 2001
Job VP Construction Loan Admin at BB&T
Industry Real Estate
Experience
BB&T Technical Manager of Major ProjectsGE Capital Modular SpaceApril 2001 - May 2004
First Union National Bank March 1995 - April 2001
Skills
Construction Loans, Construction, Commercial Real Estate, Credit Analysis, Loans, Management, Proposal Writing, Commercial Lending
Education
University of North Florida 1987 — 2008
Bachelor, Construction Management
BB&T Technical Manager of Major ProjectsGE Capital Modular SpaceApril 2001 - May 2004
First Union National Bank March 1995 - April 2001
Skills
Construction Loans, Construction, Commercial Real Estate, Credit Analysis, Loans, Management, Proposal Writing, Commercial Lending
Education
University of North Florida 1987 — 2008
Bachelor, Construction Management
Mark McKeithan's First Union National Bank Experience January 1990 - March 1995
Job Regional Manager at Equity LifeStyle Properties, Inc.
Industry Hospitality
Experience
Equity LifeStyle Properties, Inc. February 2015 - Present
Sea Trail Golf Resort & Convention Center February 2014 - February 2015
Arbor Landing at Ocean Isle June 2010 - February 2014
Home-Towne Suites Hotel August 2008 - May 2010
Sunset Properties May 2006 - May 2008
Ocean Isle Beach Realty & The Islander Inn May 2005 - May 2006
Lodge Works February 1998 - November 2004
StudioPLUS Hotels various March 1995 - February 1998
First Union National Bank January 1990 - March 1995
Skills
Hotels, Marketing, Training, Pre-opening, Management, Hospitality Industry, Hospitality, Sales, Real Estate, Hospitality Management, Leadership, Hotel Management, Food & Beverage, Event Management, Resorts
Education
University of North Carolina at Wilmington 1983 — 1987
B.A., Communications;Public Relations
Lumberton Senior High School, Lumberton, NC 1979 — 1982
Equity LifeStyle Properties, Inc. February 2015 - Present
Sea Trail Golf Resort & Convention Center February 2014 - February 2015
Arbor Landing at Ocean Isle June 2010 - February 2014
Home-Towne Suites Hotel August 2008 - May 2010
Sunset Properties May 2006 - May 2008
Ocean Isle Beach Realty & The Islander Inn May 2005 - May 2006
Lodge Works February 1998 - November 2004
StudioPLUS Hotels various March 1995 - February 1998
First Union National Bank January 1990 - March 1995
Skills
Hotels, Marketing, Training, Pre-opening, Management, Hospitality Industry, Hospitality, Sales, Real Estate, Hospitality Management, Leadership, Hotel Management, Food & Beverage, Event Management, Resorts
Education
University of North Carolina at Wilmington 1983 — 1987
B.A., Communications;Public Relations
Lumberton Senior High School, Lumberton, NC 1979 — 1982
Jason Rippy's First Union National Bank Experience November 1998 - December 1999
Job Account Opening & Maintenance Team Leader, Business Services Group at Wachovia Securities, LLC
Industry Financial Services
Experience
Wachovia Securities, LLC April 2005 - Present
Wachovia Securities, LLC May 2001 - April 2005
Wachovia Securities, LLC December 1999 - May 2001
First Union National Bank November 1998 - December 1999
Education
University of North Carolina at Charlotte 1995 — 1998
Wachovia Securities, LLC April 2005 - Present
Wachovia Securities, LLC May 2001 - April 2005
Wachovia Securities, LLC December 1999 - May 2001
First Union National Bank November 1998 - December 1999
Education
University of North Carolina at Charlotte 1995 — 1998
Tamara Durham's First Union National Bank Experience 1997 - 2001
Job Banking Professional
Industry Banking
Experience
Wells Fargo Advisors January 2012 - Present
Randstad, Contractor with Wells Fargo Advisors 2010 - 2012
Wells Fargo Advisors 2006 - May 2009
Wells Fargo Advisors 2004 - 2006
Wells Fargo Advisors 2001 - 2004
First Union National Bank 1997 - 2001
Education
University of Phoenix 2010 — 2014
Bachelors of Science, Business Management
University of Phoenix 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Management and Operations
Wells Fargo Advisors January 2012 - Present
Randstad, Contractor with Wells Fargo Advisors 2010 - 2012
Wells Fargo Advisors 2006 - May 2009
Wells Fargo Advisors 2004 - 2006
Wells Fargo Advisors 2001 - 2004
First Union National Bank 1997 - 2001
Education
University of Phoenix 2010 — 2014
Bachelors of Science, Business Management
University of Phoenix 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Management and Operations
J.P. Ward's First Union National Bank Experience July 2000 - June 2003
Job Senior Advisor at Allstate Financial
Industry Financial Services
Experience
Allstate Financial June 2003 - January 2009
First Union National Bank July 2000 - June 2003
The Advisors Group/The Acacia Insurance Group June 1996 - July 2000
Education
University of Pittsburgh 1965 — 1969
BA, Business Administration
Allstate Financial June 2003 - January 2009
First Union National Bank July 2000 - June 2003
The Advisors Group/The Acacia Insurance Group June 1996 - July 2000
Education
University of Pittsburgh 1965 — 1969
BA, Business Administration
Jeanine A. Stewart's First Union National Bank Experience January 1985 - January 1999
Job Branch Manager and Small Business Relationship Manager
Industry Financial Services
Experience
Fulton Bank, N.A. June 2013 - Present
Citibank June 2011 - May 2013
M&T Bank November 2001 - April 2011
M&T Bank November 2001 - April 2011
M&T Bank - Philadelphia August 1999 - November 2001
Soveriegn Bank August 1999 - November 2001
Sovereign Bank May 1999 - November 2001
Sovereign Bank January 1999 - January 2001
First Union National Bank January 1985 - January 1999
First Union National Bank 1985 - 1999
Skills
Retail Banking, Banking, Consumer Lending, Strategic Planning, Business Planning, Commercial Lending, Loans, Commercial Banking, Human Resources, Project Management, Regulatory Requirements, Training, Team Leadership, Portfolio Management, Investments, Cross Selling, Financial Analysis, Sales Management, Wealth Management, Finance, Financial Services, Performance Management, Lines Of Credit, Loan Origination
Education
The Wharton School, University of Pennsylvania 1979 — 1983
B.S, Economics
University of Pennsylvania 1979 — 1983
B.S., Management
Bronx High School of Science, class of 1979 1975 — 1979
Fulton Bank, N.A. June 2013 - Present
Citibank June 2011 - May 2013
M&T Bank November 2001 - April 2011
M&T Bank November 2001 - April 2011
M&T Bank - Philadelphia August 1999 - November 2001
Soveriegn Bank August 1999 - November 2001
Sovereign Bank May 1999 - November 2001
Sovereign Bank January 1999 - January 2001
First Union National Bank January 1985 - January 1999
First Union National Bank 1985 - 1999
Skills
Retail Banking, Banking, Consumer Lending, Strategic Planning, Business Planning, Commercial Lending, Loans, Commercial Banking, Human Resources, Project Management, Regulatory Requirements, Training, Team Leadership, Portfolio Management, Investments, Cross Selling, Financial Analysis, Sales Management, Wealth Management, Finance, Financial Services, Performance Management, Lines Of Credit, Loan Origination
Education
The Wharton School, University of Pennsylvania 1979 — 1983
B.S, Economics
University of Pennsylvania 1979 — 1983
B.S., Management
Bronx High School of Science, class of 1979 1975 — 1979
Teresa Bednarski's First Union National Bank Experience June 1997 - June 2001
Job VP Market Data Vendor Management at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America October 2013 - Present
Bank of America Merrill Lynch April 2012 - October 2013
Bank of America Merrill Lynch November 2009 - March 2012
Bank of America April 2004 - October 2009
MDSL July 2001 - March 2004
First Union National Bank June 1997 - June 2001
Maersk Line May 1996 - May 1997
Skills
Market Data, Trading Floor, Reference Data, Trading Systems, Electronic Trading, Low Latency, Capital Markets, Order Management, Financial Markets, Bloomberg, Investment Banking, Trading, Options, Vendor Management, Commodity, Back Office, Investments
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
Bachelor of Science Degree in Business Administration, Management & Marketing (dual degree)
Bank of America October 2013 - Present
Bank of America Merrill Lynch April 2012 - October 2013
Bank of America Merrill Lynch November 2009 - March 2012
Bank of America April 2004 - October 2009
MDSL July 2001 - March 2004
First Union National Bank June 1997 - June 2001
Maersk Line May 1996 - May 1997
Skills
Market Data, Trading Floor, Reference Data, Trading Systems, Electronic Trading, Low Latency, Capital Markets, Order Management, Financial Markets, Bloomberg, Investment Banking, Trading, Options, Vendor Management, Commodity, Back Office, Investments
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
Bachelor of Science Degree in Business Administration, Management & Marketing (dual degree)
Carol Stowers Brock's First Union National Bank Experience 1995 - 1999
Job Duval County Public Schools
Industry Program Development
Experience
Duval County Public Schools 2003 - Present
Jacksonville Housing Partnership 2000 - 2003
First Union National Bank 1995 - 1999
Jacksonville Chamber of Commerce 1989 - 1995
Skills
Grant Writing, Coordinating Special..., Elementary Education, Workshops, Community Outreach, Volunteer Management, Membership Development, Teaching, Classroom Management, Public Speaking, Differentiated..., Lesson Planning, Curriculum Development, Educational Leadership, Educational Technology, Leadership Development, Board Development, time management, K-12
Education
University of North Florida 1988 — 1991
Master of Public Administration (MPA)
University of North Florida 1985 — 1988
Bachelor of Arts (BA), Criminal Justice
Duval County Public Schools 2003 - Present
Jacksonville Housing Partnership 2000 - 2003
First Union National Bank 1995 - 1999
Jacksonville Chamber of Commerce 1989 - 1995
Skills
Grant Writing, Coordinating Special..., Elementary Education, Workshops, Community Outreach, Volunteer Management, Membership Development, Teaching, Classroom Management, Public Speaking, Differentiated..., Lesson Planning, Curriculum Development, Educational Leadership, Educational Technology, Leadership Development, Board Development, time management, K-12
Education
University of North Florida 1988 — 1991
Master of Public Administration (MPA)
University of North Florida 1985 — 1988
Bachelor of Arts (BA), Criminal Justice
Kathleen Biddle's First Union National Bank Experience April 1998 - March 2001
Job Customer Support Financial Reporting Specialist at Certent, Inc.
Industry Financial Services
Experience
Certent, Inc. September 2011 - Present
AST Equity Plan Solutions August 2010 - August 2011
AST Equity Plan Solutions July 2006 - August 2010
Wachovia Bank March 1991 - July 2006
First Union National Bank April 1998 - March 2001
CoreStates Bank NA January 1992 - April 1998
Skills
Executive Pay, CRM, Financial Reporting, Accounting, Equities, Stocks, Management, Incentive Programs, Deferred Compensation, Payroll, Business Development, Financial Services, Tax, Business Planning, Financial Analysis, Relationship Management
Education
University of Phoenix 2007 — 2011
Associates, Accounting
Certent, Inc. September 2011 - Present
AST Equity Plan Solutions August 2010 - August 2011
AST Equity Plan Solutions July 2006 - August 2010
Wachovia Bank March 1991 - July 2006
First Union National Bank April 1998 - March 2001
CoreStates Bank NA January 1992 - April 1998
Skills
Executive Pay, CRM, Financial Reporting, Accounting, Equities, Stocks, Management, Incentive Programs, Deferred Compensation, Payroll, Business Development, Financial Services, Tax, Business Planning, Financial Analysis, Relationship Management
Education
University of Phoenix 2007 — 2011
Associates, Accounting
Diana Agee's First Union National Bank Experience October 1995 - July 1996
Job Territory Supervisor
Industry Staffing and Recruiting
Experience
Hallmark Cards August 2011 - Present
SC COM October 2009 - October 2010
School District of Pickens County October 2008 - May 2009
Robertson Homes October 2005 - April 2006
University of North Carolina at Chapel Hill January 2002 - April 2002
2K Innovations June 1999 - November 2000
BCBSNC July 1998 - June 1999
OAO Technology Solutions December 1996 - April 1998
First Union National Bank October 1995 - July 1996
First Union National Bank June 1990 - October 1995
Skills
Recruiting, Training, Employee Training
Education
University of North Carolina at Charlotte - Belk College of Business 1985 — 1989
B.A., Business Management
Hallmark Cards August 2011 - Present
SC COM October 2009 - October 2010
School District of Pickens County October 2008 - May 2009
Robertson Homes October 2005 - April 2006
University of North Carolina at Chapel Hill January 2002 - April 2002
2K Innovations June 1999 - November 2000
BCBSNC July 1998 - June 1999
OAO Technology Solutions December 1996 - April 1998
First Union National Bank October 1995 - July 1996
First Union National Bank June 1990 - October 1995
Skills
Recruiting, Training, Employee Training
Education
University of North Carolina at Charlotte - Belk College of Business 1985 — 1989
B.A., Business Management
Jim Mabry's First Union National Bank Experience 1979 - 1981
Job Executive Vice President
Industry Banking
Experience
South State Bank August 2015 - Present
KBW June 2000 - August 2015
Wheat First Securities 1991 - 2000
KBW 1983 - 1991
First Union National Bank 1979 - 1981
Education
UNC Chapel Hill - Kenan Flager 1981 — 1983
MBA, Finance
UNC Charlotte 1975 — 1979
BA, Business Administration
South State Bank August 2015 - Present
KBW June 2000 - August 2015
Wheat First Securities 1991 - 2000
KBW 1983 - 1991
First Union National Bank 1979 - 1981
Education
UNC Chapel Hill - Kenan Flager 1981 — 1983
MBA, Finance
UNC Charlotte 1975 — 1979
BA, Business Administration
TARSHIA FANIEL's First Union National Bank Experience July 1997 - December 1997
Job Middle Market Underwriter Assistant at The Hartford
Industry Insurance
Experience
The Hartford June 2013 - Present
The Hartford Insurance Company May 2011 - June 2013
The Hartford January 1998 - March 2011
First Union National Bank July 1997 - December 1997
ITT Hartford Insurance Company February 1996 - June 1997
Caldor, Inc December 1988 - June 1997
Skills
Accounts Payable, Vendor Management, Retirement Planning, Retirement, Analysis, Software Documentation, Auditing, Account Reconciliation, Insurance, Business Analysis, Risk Management, Accounts Receivable, Financial Analysis, Payroll, Strategic Financial..., Investments
Education
University of Phoenix 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.25
University of Phoenix 2006 — 2010
Bachelor of Science, Business Administration
Crosby High School
Diploma
The Hartford June 2013 - Present
The Hartford Insurance Company May 2011 - June 2013
The Hartford January 1998 - March 2011
First Union National Bank July 1997 - December 1997
ITT Hartford Insurance Company February 1996 - June 1997
Caldor, Inc December 1988 - June 1997
Skills
Accounts Payable, Vendor Management, Retirement Planning, Retirement, Analysis, Software Documentation, Auditing, Account Reconciliation, Insurance, Business Analysis, Risk Management, Accounts Receivable, Financial Analysis, Payroll, Strategic Financial..., Investments
Education
University of Phoenix 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.25
University of Phoenix 2006 — 2010
Bachelor of Science, Business Administration
Crosby High School
Diploma
Tammy Conkin's First Union National Bank Experience 1996 - 2000
Job Vice President, Project Management Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage 2014 - Present
Wells Fargo Home Mortgage 2010 - 2014
Bank of America November 2008 - May 2010
Bank of America October 2006 - November 2008
Wachovia November 2000 - October 2006
First Union National Bank 1996 - 2000
Skills
Change Management, Business Process..., Process Improvement, Risk Management, Leadership, Project Management, Business Analysis, Vendor Management, Management, PMO, SDLC, Visio, Banking, Program Management
Education
University of North Carolina at Charlotte 1998 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration w/ concentration in Human Resources Management
Wells Fargo Home Mortgage 2014 - Present
Wells Fargo Home Mortgage 2010 - 2014
Bank of America November 2008 - May 2010
Bank of America October 2006 - November 2008
Wachovia November 2000 - October 2006
First Union National Bank 1996 - 2000
Skills
Change Management, Business Process..., Process Improvement, Risk Management, Leadership, Project Management, Business Analysis, Vendor Management, Management, PMO, SDLC, Visio, Banking, Program Management
Education
University of North Carolina at Charlotte 1998 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration w/ concentration in Human Resources Management
John Munger's First Union National Bank Experience September 1987 - August 2001
Job Regional Manager/Commercial Banking Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2007 - Present
JPMorgan Chase August 2001 - January 2007
First Union National Bank September 1987 - August 2001
First National Bank and Trust Company of Oklahoma City May 1981 - December 1986
U.S. Department of the Treasury/Comptroller of the Currency 1979 - 1981
Skills
Loans, Commercial Lending, Credit, Commercial Banking, Small Business Lending, Banking, Relationship Management
Education
University of Oklahoma
Wells Fargo February 2007 - Present
JPMorgan Chase August 2001 - January 2007
First Union National Bank September 1987 - August 2001
First National Bank and Trust Company of Oklahoma City May 1981 - December 1986
U.S. Department of the Treasury/Comptroller of the Currency 1979 - 1981
Skills
Loans, Commercial Lending, Credit, Commercial Banking, Small Business Lending, Banking, Relationship Management
Education
University of Oklahoma
Nina Hanselmann's First Union National Bank Experience 1998 - 1999
Job Vice President, Working Capital Consultant
Industry Banking
Experience
U.S. Bank September 2014 - Present
KeyBank July 2010 - December 2012
Key Bank July 2009 - July 2010
M&I Bank January 2006 - February 2009
PNC July 1999 - February 2005
First Union National Bank 1998 - 1999
CoreStates Bank 1996 - 1998
CoreStates Bank 1984 - 1988
Mellon Bank 1982 - 1984
Northern Trust Company 1981 - 1982
Skills
Commercial Lending, Credit Analysis, Small Business Lending, Loans, Credit, Commercial Mortgages, Treasury, Financial Services, Portfolio Management, Treasury Management, Retail Banking, Financial Institutions, Asset Based Lending, Cross Selling, Relationship Management, Product Management, Sales, Lines Of Credit, Internet Banking, Credit Risk, Loan Origination
Education
University of Notre Dame 1977 — 1981
Bachelor of Business Administration, Management
U.S. Bank September 2014 - Present
KeyBank July 2010 - December 2012
Key Bank July 2009 - July 2010
M&I Bank January 2006 - February 2009
PNC July 1999 - February 2005
First Union National Bank 1998 - 1999
CoreStates Bank 1996 - 1998
CoreStates Bank 1984 - 1988
Mellon Bank 1982 - 1984
Northern Trust Company 1981 - 1982
Skills
Commercial Lending, Credit Analysis, Small Business Lending, Loans, Credit, Commercial Mortgages, Treasury, Financial Services, Portfolio Management, Treasury Management, Retail Banking, Financial Institutions, Asset Based Lending, Cross Selling, Relationship Management, Product Management, Sales, Lines Of Credit, Internet Banking, Credit Risk, Loan Origination
Education
University of Notre Dame 1977 — 1981
Bachelor of Business Administration, Management
Julie O'Steen's First Union National Bank Experience November 1986 - April 1989
Job Accounts Payable/Accounting Clerk at PrimeSouth Bank
Industry Banking
Experience
PrimeSouth Bank 2007 - Present
Barnett Bank February 1992 - March 1998
Aikenhead and Odom, Inc April 1989 - February 1992
First Union National Bank November 1986 - April 1989
Skills
General Ledger, Accounting, Accounts Receivable, Accounts Payable, Account Reconciliation, Financial Reporting, Journal Entries, Invoicing, Financial Statements, Payments, Human Resources, QuickBooks, Financial Accounting
Education
Waycross College 1984 — 1986
Associate, Business Administration
University of North Florida
PrimeSouth Bank 2007 - Present
Barnett Bank February 1992 - March 1998
Aikenhead and Odom, Inc April 1989 - February 1992
First Union National Bank November 1986 - April 1989
Skills
General Ledger, Accounting, Accounts Receivable, Accounts Payable, Account Reconciliation, Financial Reporting, Journal Entries, Invoicing, Financial Statements, Payments, Human Resources, QuickBooks, Financial Accounting
Education
Waycross College 1984 — 1986
Associate, Business Administration
University of North Florida
Tina Fotopoulos's First Union National Bank Experience July 2000 - June 2001
Job Director, Enterprise Capital Management at Bank of America
Industry Banking
Experience
Bank of America October 2011 - Present
Keller Williams Real Estate June 1999 - Present
Bank of America June 2001 - October 2011
First Union National Bank July 2000 - June 2001
Skills
Multi-lingual; Fluent..., Computer savvy; highly..., Finance, Management, Asset Management, Capital Markets, CMBS, Structured Finance, Underwriting, Loans, Real Estate Economics, Financial Analysis
Education
University of North Carolina at Charlotte 1990 — 1994
Bachelor of Science (BS), Accounting, Graduated with Magna Cum Laude Honors
Bank of America October 2011 - Present
Keller Williams Real Estate June 1999 - Present
Bank of America June 2001 - October 2011
First Union National Bank July 2000 - June 2001
Skills
Multi-lingual; Fluent..., Computer savvy; highly..., Finance, Management, Asset Management, Capital Markets, CMBS, Structured Finance, Underwriting, Loans, Real Estate Economics, Financial Analysis
Education
University of North Carolina at Charlotte 1990 — 1994
Bachelor of Science (BS), Accounting, Graduated with Magna Cum Laude Honors
Deborah Tait Riley's First Union National Bank Experience December 1996 - June 1997
Job Pension Administrator at Associated Benefit Planners
Industry Financial Services
Experience
Associated Benefit Planners December 2013 - Present
First Savings Retirement Services November 2012 - December 2013
The Friendship Home 2003 - 2007
Merrill Lynch June 1997 - April 2000
various consulting companies June 1985 - March 2000
First Union National Bank December 1996 - June 1997
Aon April 1994 - December 1995
Sedgwick Noble Lowndes January 1991 - November 1993
Skills
Customer Service, Microsoft Word, Microsoft Excel, Qualified Retirement..., Typing, Proofreading, Profit Sharing, Employee Benefits, Pensions, Access
Education
University of Pennsylvania
Bachelor of Business Administration (BBA), 3.55
University of Pennsylvania - The Wharton School
BBA, Business Administration and Management, General
Associated Benefit Planners December 2013 - Present
First Savings Retirement Services November 2012 - December 2013
The Friendship Home 2003 - 2007
Merrill Lynch June 1997 - April 2000
various consulting companies June 1985 - March 2000
First Union National Bank December 1996 - June 1997
Aon April 1994 - December 1995
Sedgwick Noble Lowndes January 1991 - November 1993
Skills
Customer Service, Microsoft Word, Microsoft Excel, Qualified Retirement..., Typing, Proofreading, Profit Sharing, Employee Benefits, Pensions, Access
Education
University of Pennsylvania
Bachelor of Business Administration (BBA), 3.55
University of Pennsylvania - The Wharton School
BBA, Business Administration and Management, General
Gretchen Fahringer's First Union National Bank Experience September 1999 - May 2001
Job Cashier at The Home Depot
Industry Retail
Experience
The Home Depot March 2006 - Present
First Union National Bank September 1999 - May 2001
Giant 1994 - 1998
Skills
Retail, Customer Service, Cashiering, Cpr Certified, Store Management, Data Entry, Cash Register, Inventory Management, Loss Prevention, Retail Sales, Telephone Skills, Time Management, Team Building, Teamwork
Education
University of Phoenix
Associate of Science (A.S.), Healthcare Administration
The Home Depot March 2006 - Present
First Union National Bank September 1999 - May 2001
Giant 1994 - 1998
Skills
Retail, Customer Service, Cashiering, Cpr Certified, Store Management, Data Entry, Cash Register, Inventory Management, Loss Prevention, Retail Sales, Telephone Skills, Time Management, Team Building, Teamwork
Education
University of Phoenix
Associate of Science (A.S.), Healthcare Administration
Angelynn Harrison-Satterwhite's First Union National Bank Experience June 1998 - February 1999
Job Independent Contractor at Working Solutions
Industry Consumer Services
Experience
Working Solutions June 2015 - Present
Sykes September 2008 - October 2014
Progressive Nursing Staffers 2002 - 2005
Online Resources June 1999 - November 2000
First Union National Bank June 1998 - February 1999
First Union Brokerage August 1997 - June 1998
Microdyne April 1995 - June 1997
Sterling Capital Management LLC October 1994 - January 1995
Smith Barney Brokerage Firm August 1990 - October 1994
Marriott Hotels 1989 - 1990
Skills
Call Centers, Avaya, Technical Support, Troubleshooting, Service Delivery, Workforce Management, Active Directory, Cisco Technologies, Sla, Outsourcing, Vendor Management, ITIL, BPO, VPN, Windows Server, Customer Service
Education
West Charlotte Senior High 1985 — 1989
University of Phoenix
Working Solutions June 2015 - Present
Sykes September 2008 - October 2014
Progressive Nursing Staffers 2002 - 2005
Online Resources June 1999 - November 2000
First Union National Bank June 1998 - February 1999
First Union Brokerage August 1997 - June 1998
Microdyne April 1995 - June 1997
Sterling Capital Management LLC October 1994 - January 1995
Smith Barney Brokerage Firm August 1990 - October 1994
Marriott Hotels 1989 - 1990
Skills
Call Centers, Avaya, Technical Support, Troubleshooting, Service Delivery, Workforce Management, Active Directory, Cisco Technologies, Sla, Outsourcing, Vendor Management, ITIL, BPO, VPN, Windows Server, Customer Service
Education
West Charlotte Senior High 1985 — 1989
University of Phoenix
Gary Nesbitt, AAP's First Union National Bank Experience 1981 - 1994
Job Principal, GNesbitt Consulting
Industry Banking
Experience
GNesbitt Consulting 2013 - Present
EastPay 1996 - 2013
US Army Reserve 108th Training Division 1976 - 2003
NC Automated Clearing House Association (NorCACHA) October 1994 - April 1996
First Union National Bank 1981 - 1994
Federal Reserve Bank 1970 - 1981
Skills
Banking, Payments, Risk Management, Electronic Payments, Payment Systems, Financial Risk, ACH, Cash Management, Training, Management, Finance, Financial Services, Operational Risk..., Commercial Banking, Deposits, Financial Institutions, Treasury Management, Payment Rules and..., Credit Cards, Banking and Payments, Retail Banking, Mergers & Acquisitions, Operational Risk, Payment Operations, Accounting, Business Process..., Relationship Management, Internet Banking, Credit Risk, Payroll, Not-for-profit..., Nonprofits, Wire Transfers, Wire
Education
University of North Carolina at Charlotte
Master of Business Administration (MBA), Finance, General
South Carolina School of Banking
Cerificate, Banking
University of North Carolina at Charlotte
Bachelor of Arts (BA), Business Administration and Management, General
GNesbitt Consulting 2013 - Present
EastPay 1996 - 2013
US Army Reserve 108th Training Division 1976 - 2003
NC Automated Clearing House Association (NorCACHA) October 1994 - April 1996
First Union National Bank 1981 - 1994
Federal Reserve Bank 1970 - 1981
Skills
Banking, Payments, Risk Management, Electronic Payments, Payment Systems, Financial Risk, ACH, Cash Management, Training, Management, Finance, Financial Services, Operational Risk..., Commercial Banking, Deposits, Financial Institutions, Treasury Management, Payment Rules and..., Credit Cards, Banking and Payments, Retail Banking, Mergers & Acquisitions, Operational Risk, Payment Operations, Accounting, Business Process..., Relationship Management, Internet Banking, Credit Risk, Payroll, Not-for-profit..., Nonprofits, Wire Transfers, Wire
Education
University of North Carolina at Charlotte
Master of Business Administration (MBA), Finance, General
South Carolina School of Banking
Cerificate, Banking
University of North Carolina at Charlotte
Bachelor of Arts (BA), Business Administration and Management, General
Brandon Dvorak's First Union National Bank Experience November 1993 - July 2001
Job Vice President, Corporate Trust Services at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank July 2001 - Present
First Union National Bank November 1993 - July 2001
Education
University of North Florida
Bachelor’s Degree, Economics and Political Science
Wells Fargo Bank July 2001 - Present
First Union National Bank November 1993 - July 2001
Education
University of North Florida
Bachelor’s Degree, Economics and Political Science
Citizens Bank
Indymac Bank
MBNA
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation
First Union