First Union National Bank
Industry: Bank
DescriptionFirst Union Corporation was a bank holding company that provided commercial and retail banking services in eleven states in the eastern U.S. Successor: Wachovia (now Wells Fargo) Ceased operations: 2001 Founder: H.M. Victor Founded: 1908 Headquarters: Charlotte, North Carolina, United States Number of employees: 71,262
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First Union National Bank Employees
Employee
Years
Job
Industry
Bryan Barber Bryan Barber's First Union National Bank Experience August 1992 - October 1998
Job Expense Administration Manager at Lexicon Relocation
Industry Accounting
Experience
Lexicon Relocation February 2014 - Present
Wells Fargo July 2008 - May 2012
Wachovia Bank February 2005 - July 2008
Wachovia Bank October 1998 - January 2005
First Union National Bank August 1992 - October 1998
Skills
Accredited ACH..., Financial Risk, Customer Service, Business Analysis, Analysis, Leadership, Project Management, Financial Services, NACHA, Banking, Team Building, Mergers, Process Improvement, Strategic Planning, AML, ACH, Internal Audit, Payments, Auditing, Change Management, Business Process, Electronic Payments, Operational Risk..., Payment Systems, Training, Compliance, Management, Integration, Problem Solving, Cross-functional Team..., Financial Analysis, Cash Management, Credit, Strategy, Mergers & Acquisitions
Education
Capella University 2007 — 2009
MBA, General Business Administration
University of North Florida 1988 — 1992
Bachelor of Arts, History
Lexicon Relocation February 2014 - Present
Wells Fargo July 2008 - May 2012
Wachovia Bank February 2005 - July 2008
Wachovia Bank October 1998 - January 2005
First Union National Bank August 1992 - October 1998
Skills
Accredited ACH..., Financial Risk, Customer Service, Business Analysis, Analysis, Leadership, Project Management, Financial Services, NACHA, Banking, Team Building, Mergers, Process Improvement, Strategic Planning, AML, ACH, Internal Audit, Payments, Auditing, Change Management, Business Process, Electronic Payments, Operational Risk..., Payment Systems, Training, Compliance, Management, Integration, Problem Solving, Cross-functional Team..., Financial Analysis, Cash Management, Credit, Strategy, Mergers & Acquisitions
Education
Capella University 2007 — 2009
MBA, General Business Administration
University of North Florida 1988 — 1992
Bachelor of Arts, History
H. Ken Smith H. Ken Smith's First Union National Bank Experience August 1997 - March 1999
Job Business Development Officer, Vice President at Fidelity Bank
Industry Financial Services
Experience
Fidelity Bank July 2010 - Present
Alliance Bank and Trust February 2008 - July 2010
Community One Bank July 2007 - February 2008
SouthTrust Bank March 1999 - June 2004
First Union National Bank August 1997 - March 1999
Skills
Credit, Loans, Banking, Commercial Banking, Underwriting, Consumer Lending, New Business Development, Sales Management, Customer Service, Retail Banking, Finance, Business Development
Education
Belmont Abbey College 2000 — 2002
B.A., Business Managment
Gaston College 1996 — 1997
A.A., Business
Loara 1990 — 1994
High School Diploma, N/A
Fidelity Bank July 2010 - Present
Alliance Bank and Trust February 2008 - July 2010
Community One Bank July 2007 - February 2008
SouthTrust Bank March 1999 - June 2004
First Union National Bank August 1997 - March 1999
Skills
Credit, Loans, Banking, Commercial Banking, Underwriting, Consumer Lending, New Business Development, Sales Management, Customer Service, Retail Banking, Finance, Business Development
Education
Belmont Abbey College 2000 — 2002
B.A., Business Managment
Gaston College 1996 — 1997
A.A., Business
Loara 1990 — 1994
High School Diploma, N/A
Nikki Blevins Nikki Blevins's First Union National Bank Experience January 1996 - January 2001
Job Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Banking
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
SunTrust Bank/ Orlando January 2011 - September 2012
Popular Community Bank January 2010 - January 2011
Old Southern Bank January 2009 - January 2010
Harbor Federal Savings Bank/ Clermont Fl January 2005 - January 2008
CFE FEDERAL CREDIT UNION/ Winter Garden Fl January 2003 - January 2005
AmSouth Bank January 2001 - January 2003
First Union National Bank January 1996 - January 2001
Skills
Banking, Commercial Lending
Education
Baker College Business and Corporate Services 2002 — 2004
AA, Business
Ameriprise Financial Services, Inc. September 2012 - Present
SunTrust Bank/ Orlando January 2011 - September 2012
Popular Community Bank January 2010 - January 2011
Old Southern Bank January 2009 - January 2010
Harbor Federal Savings Bank/ Clermont Fl January 2005 - January 2008
CFE FEDERAL CREDIT UNION/ Winter Garden Fl January 2003 - January 2005
AmSouth Bank January 2001 - January 2003
First Union National Bank January 1996 - January 2001
Skills
Banking, Commercial Lending
Education
Baker College Business and Corporate Services 2002 — 2004
AA, Business
Ana Maria Sencovici Ana Maria Sencovici's First Union National Bank Experience 1992 - 1993
Job Principal at The River Group LLC
Industry Management Consulting
Experience
The River Group LLC April 2015 - Present
Success Academy Charter Schools November 2013 - April 2015
American Express September 2012 - November 2013
The Senco Group, LLC December 2008 - September 2012
The Trium Group February 2007 - December 2008
American Express January 2006 - February 2007
American Express Bank July 2003 - December 2005
Bear Stearns & Co. 2002 - 2003
Hamilton Lane Advisors 1998 - 2000
First Union National Bank 1992 - 1993
Skills
Strategy, Management Consulting, Change Management, Entrepreneurship, Leadership, Leadership Development, Human Resources, Mergers & Acquisitions, Organizational..., Executive Management, Learning & Development..., Training, Organizational..., Management, Business Transformation, Culture Change, Talent Management, Team Building, Organizational Culture, Employee Engagement, Business Development, Financial Services, Private Equity, Marketing, Strategic Planning, Investment Management, Portfolio Management, Mergers, Corporate Development, Enterprise Software, Analysis, Investment Advisory..., Corporate Finance, Banking, Business Innovation, Defined Contribution, Start-ups, Defined Benefit, Global Asset Management, Neuroscience, Behavioral Finance, Behavioural Change, Design Thinking, Critical Thinking, Instructional Design, Curriculum Development, Executive Coaching, Public Speaking
Education
Wharton School, University of Pennsylvania 2000 — 2002
MBA, Change Management
Bryn Mawr College 1993 — 1996
MA, French Literature
Haverford College 1992 — 1996
BA, French / Comparative Literature
The River Group LLC April 2015 - Present
Success Academy Charter Schools November 2013 - April 2015
American Express September 2012 - November 2013
The Senco Group, LLC December 2008 - September 2012
The Trium Group February 2007 - December 2008
American Express January 2006 - February 2007
American Express Bank July 2003 - December 2005
Bear Stearns & Co. 2002 - 2003
Hamilton Lane Advisors 1998 - 2000
First Union National Bank 1992 - 1993
Skills
Strategy, Management Consulting, Change Management, Entrepreneurship, Leadership, Leadership Development, Human Resources, Mergers & Acquisitions, Organizational..., Executive Management, Learning & Development..., Training, Organizational..., Management, Business Transformation, Culture Change, Talent Management, Team Building, Organizational Culture, Employee Engagement, Business Development, Financial Services, Private Equity, Marketing, Strategic Planning, Investment Management, Portfolio Management, Mergers, Corporate Development, Enterprise Software, Analysis, Investment Advisory..., Corporate Finance, Banking, Business Innovation, Defined Contribution, Start-ups, Defined Benefit, Global Asset Management, Neuroscience, Behavioral Finance, Behavioural Change, Design Thinking, Critical Thinking, Instructional Design, Curriculum Development, Executive Coaching, Public Speaking
Education
Wharton School, University of Pennsylvania 2000 — 2002
MBA, Change Management
Bryn Mawr College 1993 — 1996
MA, French Literature
Haverford College 1992 — 1996
BA, French / Comparative Literature
TRACI TAYLOR WELCH TRACI TAYLOR WELCH's First Union National Bank Experience June 1992 - June 1996
Job Quality Service Programs Manager at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation May 2013 - Present
Northwestern Mutual January 2012 - December 2012
Wells Fargo Bank June 2010 - December 2011
Wachovia Bank July 1999 - April 2010
Interstate/Johnson Lane June 1996 - July 1999
First Union National Bank June 1992 - June 1996
First Union National Bank June 1986 - June 1992
Skills
Succession Planning, E-Learning, Executive Management, Performance Management, Training, Leadership, Process Improvement, Change Management, Organizational..., Payroll, Talent Management, Strategy, Strategic Planning, Management, Employee Engagement, Needs Analysis, Human Resources, Mentoring, Team Building, Performance Consulting, Program Management, Customer Experience, Customer Experience...
Education
Capella University 2007 — 2010
Masters, Human Resource Management
University of Alabama 1981 — 1985
Bachelor of Science in Commerce and Business Administration, Accounting
Bradshaw High School
Bradshaw/Coffee
Bradshaw/Coffee
Regions Financial Corporation May 2013 - Present
Northwestern Mutual January 2012 - December 2012
Wells Fargo Bank June 2010 - December 2011
Wachovia Bank July 1999 - April 2010
Interstate/Johnson Lane June 1996 - July 1999
First Union National Bank June 1992 - June 1996
First Union National Bank June 1986 - June 1992
Skills
Succession Planning, E-Learning, Executive Management, Performance Management, Training, Leadership, Process Improvement, Change Management, Organizational..., Payroll, Talent Management, Strategy, Strategic Planning, Management, Employee Engagement, Needs Analysis, Human Resources, Mentoring, Team Building, Performance Consulting, Program Management, Customer Experience, Customer Experience...
Education
Capella University 2007 — 2010
Masters, Human Resource Management
University of Alabama 1981 — 1985
Bachelor of Science in Commerce and Business Administration, Accounting
Bradshaw High School
Bradshaw/Coffee
Bradshaw/Coffee
Shana Meadows's First Union National Bank Experience April 1997 - December 2003
Job VP, Card Services at Member One Federal Credit Union
Industry Financial Services
Experience
Member One Federal Credit Union July 2010 - Present
Member One Federal Credit Union March 2006 - July 2010
Member One Federal Credit Union September 2004 - March 2006
Member One Federal Credit Union December 2003 - September 2004
First Union National Bank April 1997 - December 2003
Skills
Banking, Credit Analysis, Credit Cards, Vendor Management, Customer Service, Sales, Microsoft Excel, Microsoft Word, PowerPoint, Coaching, Leadership, Debit Cards, Loans, Process Improvement
Education
Averett University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business/Commerce, 3.87
Member One Federal Credit Union July 2010 - Present
Member One Federal Credit Union March 2006 - July 2010
Member One Federal Credit Union September 2004 - March 2006
Member One Federal Credit Union December 2003 - September 2004
First Union National Bank April 1997 - December 2003
Skills
Banking, Credit Analysis, Credit Cards, Vendor Management, Customer Service, Sales, Microsoft Excel, Microsoft Word, PowerPoint, Coaching, Leadership, Debit Cards, Loans, Process Improvement
Education
Averett University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business/Commerce, 3.87
Jacqueline Shelton Jacqueline Shelton's First Union National Bank Experience February 1998 - July 1998
Job Accountant at Layton & Gage, CPAs, LLP
Industry Accounting
Experience
Layton & Gage, CPAs, LLP July 2014 - March 2015
Davis Kinard & Co. PC January 2013 - July 2014
Ketel Thorstenson, LLP December 2008 - April 2011
First Union National Bank February 1998 - July 1998
ERE Yarmouth June 1996 - October 1997
Education
University of Texas at Tyler 2013 — 2015
Master of Business Administration (M.B.A.), 4.0
Black Hills State University 2004 — 2009
Bachelor of Business Administration (BBA), Accounting
Mitchell Community College
Layton & Gage, CPAs, LLP July 2014 - March 2015
Davis Kinard & Co. PC January 2013 - July 2014
Ketel Thorstenson, LLP December 2008 - April 2011
First Union National Bank February 1998 - July 1998
ERE Yarmouth June 1996 - October 1997
Education
University of Texas at Tyler 2013 — 2015
Master of Business Administration (M.B.A.), 4.0
Black Hills State University 2004 — 2009
Bachelor of Business Administration (BBA), Accounting
Mitchell Community College
Julie Ann Southern's First Union National Bank Experience February 1995 - January 2000
Job Program Specialist IITaxation
Industry Accounting
Experience
Franchise Tax Board, State of California December 2008 - Present
Franchise Tax Board May 2005 - December 2008
Franchise Tax Board September 2001 - May 2005
CA Department of Housing and Community Development February 2001 - September 2001
Franchise Tax Board January 2000 - February 2001
First Union National Bank February 1995 - January 2000
Skills
Financial Modeling, Data Analysis, Project Management, Tax Law, Program Implementation, Web Development, Collaboration, Technical Writing, Legal Compliance, Strategic Communications, Finance, HTML, Income Tax, Management, Tax, International Tax
Education
California State University-Sacramento
Bachelor of Science (B.S.), Accounting
California State University-Sacramento
Web Certification, Computer and Information Sciences and Support Services
Franchise Tax Board, State of California December 2008 - Present
Franchise Tax Board May 2005 - December 2008
Franchise Tax Board September 2001 - May 2005
CA Department of Housing and Community Development February 2001 - September 2001
Franchise Tax Board January 2000 - February 2001
First Union National Bank February 1995 - January 2000
Skills
Financial Modeling, Data Analysis, Project Management, Tax Law, Program Implementation, Web Development, Collaboration, Technical Writing, Legal Compliance, Strategic Communications, Finance, HTML, Income Tax, Management, Tax, International Tax
Education
California State University-Sacramento
Bachelor of Science (B.S.), Accounting
California State University-Sacramento
Web Certification, Computer and Information Sciences and Support Services
Karen Schnabel Karen Schnabel's First Union National Bank Experience May 1998 - August 2000
Job Account Executive at VSP
Industry Insurance
Experience
VSP August 2000 - Present
First Union National Bank May 1998 - August 2000
Wells Fargo Bank February 1990 - May 1998
Skills
Health Insurance, Employee Benefits, Investments, Portfolio Management, Customer Service, Loans, Mortgage Lending, Banking, Underwriting, Life Insurance, Sales, Voluntary Employee..., Group Insurance
Education
California Polytechnic State University-San Luis Obispo 1981 — 1985
VSP August 2000 - Present
First Union National Bank May 1998 - August 2000
Wells Fargo Bank February 1990 - May 1998
Skills
Health Insurance, Employee Benefits, Investments, Portfolio Management, Customer Service, Loans, Mortgage Lending, Banking, Underwriting, Life Insurance, Sales, Voluntary Employee..., Group Insurance
Education
California Polytechnic State University-San Luis Obispo 1981 — 1985
jacqueline barton's First Union National Bank Experience July 2000 - July 2002
Job Senior Operations Analyst International Prime Broker at Bank of America Merrill Lynch
Industry
Experience
Bank of America Merrill Lynch June 2014 - Present
Wells Fargo June 2009 - April 2014
Wachovia Bank August 2002 - May 2009
First Union National Bank July 2000 - July 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word
Education
Belmont Abbey College
Bank of America Merrill Lynch June 2014 - Present
Wells Fargo June 2009 - April 2014
Wachovia Bank August 2002 - May 2009
First Union National Bank July 2000 - July 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word
Education
Belmont Abbey College
Amy Weightman Amy Weightman's First Union National Bank Experience March 1997 - September 1998
Job Administrative Professional
Industry Financial Services
Experience
Eros Wholesale March 2014 - Present
Delta Lighting Products July 2013 - August 2013
7Marketing January 2013 - June 2013
Staffing Plus November 2010 - July 2012
General Heathcare Resources October 2007 - June 2010
LearnQuest January 2006 - October 2007
GMAC Mortgage October 1998 - November 2005
First Union National Bank March 1997 - September 1998
Skills
Marketing Communications, Social Media Marketing, Digital Marketing, Direct Marketing, Email Marketing, Public Relations, Sales, Database Design, Database Administration, Data Entry, Payroll, Customer Service, Training Delivery, Training, Administrative..., Administrative Work, Project Coordination, Applicant Tracking..., CRM, Employee Relations, Human Resources, Interviews, Leadership, Onboarding, Public Speaking, Talent Acquisition
Education
Bucks County Community College 2004 — 2004
Mathematics, 4.0
Germantown Friends School 1992 — 1996
High School, General Education with a Major in Music, 3.5
Eros Wholesale March 2014 - Present
Delta Lighting Products July 2013 - August 2013
7Marketing January 2013 - June 2013
Staffing Plus November 2010 - July 2012
General Heathcare Resources October 2007 - June 2010
LearnQuest January 2006 - October 2007
GMAC Mortgage October 1998 - November 2005
First Union National Bank March 1997 - September 1998
Skills
Marketing Communications, Social Media Marketing, Digital Marketing, Direct Marketing, Email Marketing, Public Relations, Sales, Database Design, Database Administration, Data Entry, Payroll, Customer Service, Training Delivery, Training, Administrative..., Administrative Work, Project Coordination, Applicant Tracking..., CRM, Employee Relations, Human Resources, Interviews, Leadership, Onboarding, Public Speaking, Talent Acquisition
Education
Bucks County Community College 2004 — 2004
Mathematics, 4.0
Germantown Friends School 1992 — 1996
High School, General Education with a Major in Music, 3.5
Andrea Bassett Andrea Bassett's First Union National Bank Experience September 1997 - February 2001
Job Executive Assistant at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. October 2009 - Present
Merrill Lynch October 2002 - October 2009
First Union National Bank September 1997 - February 2001
Education
Belmont Abbey College 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business
Stifel Financial Corp. October 2009 - Present
Merrill Lynch October 2002 - October 2009
First Union National Bank September 1997 - February 2001
Education
Belmont Abbey College 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business
Tim Chapin Tim Chapin's First Union National Bank Experience January 1994 - January 1998
Job Central Credit Services Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank, NA January 1994 - Present
Wachovia Bank January 2002 - January 2008
Business Credit Solutions, Wachovia Bank January 1999 - January 2001
First Union National Bank January 1994 - January 1998
NationsBank 1987 - 1991
Skills
Commercial Lending, Portfolio Management, Loans, Risk Management, Underwriting, Banking, Credit
Education
Baylor University 1983 — 1984
Masters of Business Administration, Accounting and finance
University of the South 1978 — 1982
Bachelor of Arts, English Literature
Wells Fargo Bank, NA January 1994 - Present
Wachovia Bank January 2002 - January 2008
Business Credit Solutions, Wachovia Bank January 1999 - January 2001
First Union National Bank January 1994 - January 1998
NationsBank 1987 - 1991
Skills
Commercial Lending, Portfolio Management, Loans, Risk Management, Underwriting, Banking, Credit
Education
Baylor University 1983 — 1984
Masters of Business Administration, Accounting and finance
University of the South 1978 — 1982
Bachelor of Arts, English Literature
Mike Lawler's First Union National Bank Experience 1998 - 1999
Job Sr. Director, Product Management / ECommerce at Nava Health & Vitality Center
Industry Health, Wellness and Fitness
Experience
Nava Health & Vitality Center 2013 - Present
Care One Services, Inc. 2008 - Present
Pieces of the Puzzle, LLC July 2006 - December 2009
CareOne Debt Relief Services 2003 - 2008
Amerix Corporation 2000 - 2003
Amerix Corporation 1999 - 2000
First Union National Bank 1998 - 1999
Advanced Technology Solutions 1997 - 1998
Studio B Productions 1991 - 1997
Skills
Search Advertising, Email Marketing, Customer Experience, Online Advertising, E-commerce, Web Analytics, Web Development, jQuery, Project Management, Digital Strategy, Team Management, Closing Deals, Motivation, Strategic Consulting, Web Strategy, Mobile Strategy, Web Design, Social Media Integration, T-SQL, .NET, C#, JavaScript, SDLC, Data Analysis, A/B testing, Test Design, Development Of Employees, Web Services, Multivariate Testing, HTML 5, Social Media Marketing, Business Analysis, Lead Generation, Strategy, Integration, Marketing, Product Management, Cross-functional Team..., Product Development, Sales, Management, Leadership, Entrepreneurship, User Experience, Content Management, CRM, Analytics, PPC, SEM
Education
The Johns Hopkins University - Carey Business School 2006 — 2008
Business Administration and Management, General
Berklee College of Music 1988 — 1991
Bachelor of Music, Film Scoring
Nava Health & Vitality Center 2013 - Present
Care One Services, Inc. 2008 - Present
Pieces of the Puzzle, LLC July 2006 - December 2009
CareOne Debt Relief Services 2003 - 2008
Amerix Corporation 2000 - 2003
Amerix Corporation 1999 - 2000
First Union National Bank 1998 - 1999
Advanced Technology Solutions 1997 - 1998
Studio B Productions 1991 - 1997
Skills
Search Advertising, Email Marketing, Customer Experience, Online Advertising, E-commerce, Web Analytics, Web Development, jQuery, Project Management, Digital Strategy, Team Management, Closing Deals, Motivation, Strategic Consulting, Web Strategy, Mobile Strategy, Web Design, Social Media Integration, T-SQL, .NET, C#, JavaScript, SDLC, Data Analysis, A/B testing, Test Design, Development Of Employees, Web Services, Multivariate Testing, HTML 5, Social Media Marketing, Business Analysis, Lead Generation, Strategy, Integration, Marketing, Product Management, Cross-functional Team..., Product Development, Sales, Management, Leadership, Entrepreneurship, User Experience, Content Management, CRM, Analytics, PPC, SEM
Education
The Johns Hopkins University - Carey Business School 2006 — 2008
Business Administration and Management, General
Berklee College of Music 1988 — 1991
Bachelor of Music, Film Scoring
Chris Crabtree Chris Crabtree's First Union National Bank Experience 1998 - 2000
Job Executive Director at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group 2014 - Present
naviHealth, Inc. 2012 - 2014
MedSolutions 2005 - 2012
Countrywide Financial Corporation 2001 - 2005
eFocust Financial Services 1999 - 2001
First Union National Bank 1998 - 2000
First North American National Bank 1996 - 1998
Skills
Executive Management, Healthcare, Operations Management, Process Improvement, Vendor Management, P&L Management, Contract Negotiations, Managed Care, Start-ups, Strategic Planning, Call Center, P&L, Insurance, Mergers, Change Management, Customer Retention, Contract Negotiation, Vendor Relations, Compliance, New Business Development, Customer Relations, Customer Service, Call Centers, Team Building, Leadership, Project Management, Account Management, Training, Medicare, Medicaid, Budgets, Performance Management, Business Process..., Strategy, Business Development, Project Planning, Cross-functional Team..., Healthcare Information..., HIPAA, Provider Relations, Hospitals, Healthcare Industry, Healthcare Consulting, Healthcare Management, Revenue Cycle, Health Policy, Performance Improvement, Physicians, Employee Benefits, Health Insurance
Education
Averett University 1996 — 1999
M.B.A.
Elon University - B.S. (Management and Marketing) 1990 — 1994
B.S., Management and Marketing
UnitedHealth Group 2014 - Present
naviHealth, Inc. 2012 - 2014
MedSolutions 2005 - 2012
Countrywide Financial Corporation 2001 - 2005
eFocust Financial Services 1999 - 2001
First Union National Bank 1998 - 2000
First North American National Bank 1996 - 1998
Skills
Executive Management, Healthcare, Operations Management, Process Improvement, Vendor Management, P&L Management, Contract Negotiations, Managed Care, Start-ups, Strategic Planning, Call Center, P&L, Insurance, Mergers, Change Management, Customer Retention, Contract Negotiation, Vendor Relations, Compliance, New Business Development, Customer Relations, Customer Service, Call Centers, Team Building, Leadership, Project Management, Account Management, Training, Medicare, Medicaid, Budgets, Performance Management, Business Process..., Strategy, Business Development, Project Planning, Cross-functional Team..., Healthcare Information..., HIPAA, Provider Relations, Hospitals, Healthcare Industry, Healthcare Consulting, Healthcare Management, Revenue Cycle, Health Policy, Performance Improvement, Physicians, Employee Benefits, Health Insurance
Education
Averett University 1996 — 1999
M.B.A.
Elon University - B.S. (Management and Marketing) 1990 — 1994
B.S., Management and Marketing
Michael Ninassi Michael Ninassi's First Union National Bank Experience 1988 - 2009
Job Vice President MidAtlantic Regional Manager of Operations at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 1988 - Present
Wells Fargo 1988 - Present
Wells Fargo 1988 - Present
First Union National Bank 1988 - 2009
Skills
Operations Management, Risk Management, Banking, Process Improvement, Relationship Management, Call Center, Treasury Management, Financial Analysis, Cash Management, Vendor Management, Customer Service, Commercial Lending, Business Process..., Financial Risk, Team Leadership, Financial Services, Credit, Team Building, Strategy, Business Analysis, Consumer Lending, Program Management, Portfolio Management, SDLC, Change Management, Financial Modeling, Leadership, Mergers & Acquisitions, Business Strategy, Commercial Banking, Payments, Project Management, Strategic Planning, Retail Banking, Finance, Loan Origination, Loans, Executive Management
Education
Belhaven University 2000 — 2002
MBA, Business Administration
Wells Fargo March 1988 - Present
Wells Fargo 1988 - Present
Wells Fargo 1988 - Present
First Union National Bank 1988 - 2009
Skills
Operations Management, Risk Management, Banking, Process Improvement, Relationship Management, Call Center, Treasury Management, Financial Analysis, Cash Management, Vendor Management, Customer Service, Commercial Lending, Business Process..., Financial Risk, Team Leadership, Financial Services, Credit, Team Building, Strategy, Business Analysis, Consumer Lending, Program Management, Portfolio Management, SDLC, Change Management, Financial Modeling, Leadership, Mergers & Acquisitions, Business Strategy, Commercial Banking, Payments, Project Management, Strategic Planning, Retail Banking, Finance, Loan Origination, Loans, Executive Management
Education
Belhaven University 2000 — 2002
MBA, Business Administration
Lynn Castle Lynn Castle's First Union National Bank Experience December 2006 - December 2008
Job Compliance at Dominion Virginia Power
Industry Utilities
Experience
Dominion Virginia Power June 2012 - Present
Dominion Virginia Power January 2011 - June 2012
Southern Mama's Cleaning May 2010 - May 2011
Wells Fargo Advisors December 2008 - June 2010
First Union National Bank December 2006 - December 2008
Genworth Financial December 2004 - December 2006
First Union National Bank May 1995 - December 2004
Skills
Securities, Banking, Loans, Investments, Series 63, Credit, Mutual Funds, Life and Health, Variable Annuities, Fixed Annuities, Immediate Annuities, Sales, Small Business Lending, Compliance, SAP
Education
Liberty University 2010 — 2012
Master of Arts (M.A.), Human Services, General
Averett University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Dominion Virginia Power June 2012 - Present
Dominion Virginia Power January 2011 - June 2012
Southern Mama's Cleaning May 2010 - May 2011
Wells Fargo Advisors December 2008 - June 2010
First Union National Bank December 2006 - December 2008
Genworth Financial December 2004 - December 2006
First Union National Bank May 1995 - December 2004
Skills
Securities, Banking, Loans, Investments, Series 63, Credit, Mutual Funds, Life and Health, Variable Annuities, Fixed Annuities, Immediate Annuities, Sales, Small Business Lending, Compliance, SAP
Education
Liberty University 2010 — 2012
Master of Arts (M.A.), Human Services, General
Averett University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Marcheta Turner, PHR Marcheta Turner, PHR's First Union National Bank Experience July 1994 - March 2001
Job Human Resources Consultant at City of Roanoke, VA
Industry Government Administration
Experience
City of Roanoke, VA December 2012 - Present
Shenandoah Life Insurance Company December 2001 - December 2012
First Union National Bank July 1994 - March 2001
Skills
Employee Benefits, Benefits Administration, Recruiting, Insurance, Open Enrollment, Training, FMLA, Disability Insurance, Health Insurance, I-9 Compliance, Affirmative Action, HRIS Database Management, EEO, EEOC, Employee Recognition, Talent Acquisition
Education
Bluefield College
BS, Behavioral Sciences
Virginia Western Community College
Associate of Science (AS), General Studies
City of Roanoke, VA December 2012 - Present
Shenandoah Life Insurance Company December 2001 - December 2012
First Union National Bank July 1994 - March 2001
Skills
Employee Benefits, Benefits Administration, Recruiting, Insurance, Open Enrollment, Training, FMLA, Disability Insurance, Health Insurance, I-9 Compliance, Affirmative Action, HRIS Database Management, EEO, EEOC, Employee Recognition, Talent Acquisition
Education
Bluefield College
BS, Behavioral Sciences
Virginia Western Community College
Associate of Science (AS), General Studies
Pamela Bernstein Pamela Bernstein's First Union National Bank Experience September 1996 - January 1999
Job Administrator
Industry Nonprofit Organization Management
Experience
PN Bernstein Services November 2007 - June 2012
Software Express August 2006 - March 2007
Verizon Wireless June 1999 - September 2000
Analysts International Corporation February 1999 - May 1999
First Union National Bank September 1996 - January 1999
CompConTech November 1995 - September 1996
ComputerAge February 1994 - November 1995
Cato Research Limited January 1991 - February 1994
Skills
Help Desk Support, Non-profit..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Lotus Notes, Windows, Organization, Event Planning, Microsoft Publisher, Internet Explorer
Education
Campbell University 1987 — 1991
B.B.A, Computer Information Systems
PN Bernstein Services November 2007 - June 2012
Software Express August 2006 - March 2007
Verizon Wireless June 1999 - September 2000
Analysts International Corporation February 1999 - May 1999
First Union National Bank September 1996 - January 1999
CompConTech November 1995 - September 1996
ComputerAge February 1994 - November 1995
Cato Research Limited January 1991 - February 1994
Skills
Help Desk Support, Non-profit..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Lotus Notes, Windows, Organization, Event Planning, Microsoft Publisher, Internet Explorer
Education
Campbell University 1987 — 1991
B.B.A, Computer Information Systems
Amy Sheetz Amy Sheetz's First Union National Bank Experience September 1997 - August 1999
Job Division Office Manager at Norfolk Southern Corporation
Industry Railroad Manufacture
Experience
Norfolk Southern Corporation April 2015 - Present
Norfolk Southern Corporation September 2014 - Present
Norfolk Southern Corporation May 2014 - Present
Greater Blue Ridge Chapter JDRF 2012 - Present
Norfolk Southern September 2012 - May 2014
Norfolk Southern Corporation September 2008 - September 2012
Law Office of John P. Frye April 2008 - September 2008
Carilion August 2007 - January 2008
Home Shopping Network July 2000 - May 2007
First Union National Bank September 1997 - August 1999
Skills
Change Management, Strategic Planning, Budgets, Call Center, Leadership, Coaching, Management, Process Improvement, Organizational..., Access, Customer Service, Telecommunications, Training, Sales, Logistics, Operations Management
Education
Averett University 2005 — 2007
MBA, Business Administration
Radford University 2002 — 2004
BS, Elementary Education
Old Dominion University 1996 — 1997
Norfolk Southern Corporation April 2015 - Present
Norfolk Southern Corporation September 2014 - Present
Norfolk Southern Corporation May 2014 - Present
Greater Blue Ridge Chapter JDRF 2012 - Present
Norfolk Southern September 2012 - May 2014
Norfolk Southern Corporation September 2008 - September 2012
Law Office of John P. Frye April 2008 - September 2008
Carilion August 2007 - January 2008
Home Shopping Network July 2000 - May 2007
First Union National Bank September 1997 - August 1999
Skills
Change Management, Strategic Planning, Budgets, Call Center, Leadership, Coaching, Management, Process Improvement, Organizational..., Access, Customer Service, Telecommunications, Training, Sales, Logistics, Operations Management
Education
Averett University 2005 — 2007
MBA, Business Administration
Radford University 2002 — 2004
BS, Elementary Education
Old Dominion University 1996 — 1997
Amy George, CPPB Amy George, CPPB's First Union National Bank Experience April 1989 - September 1997
Job Procurement at Chesapeake Public Schools
Industry Education Management
Experience
Chesapeake Public Schools September 1997 - Present
First Union National Bank April 1989 - September 1997
Life Savings Bank March 1985 - April 1989
Skills
Government Procurement, IT Procurement, Software Procurement, Transportation..., Bid Strategy, Negotiation, Contract Management, Customer Relations, Microsoft Office, Advertising, Customer Service, Team Leadership, Coaching, Contract Negotiation
Education
Troy University 2012 — 2013
Master of Business Administration (MBA), Information Systems Management
Barton College 1981 — 1985
Bachelor of Science, Business Administration
Indian River High School
Chesapeake Public Schools September 1997 - Present
First Union National Bank April 1989 - September 1997
Life Savings Bank March 1985 - April 1989
Skills
Government Procurement, IT Procurement, Software Procurement, Transportation..., Bid Strategy, Negotiation, Contract Management, Customer Relations, Microsoft Office, Advertising, Customer Service, Team Leadership, Coaching, Contract Negotiation
Education
Troy University 2012 — 2013
Master of Business Administration (MBA), Information Systems Management
Barton College 1981 — 1985
Bachelor of Science, Business Administration
Indian River High School
Nancy Testa, SPHR Nancy Testa, SPHR's First Union National Bank Experience 1996 - 1998
Job
Industry Financial Services
Experience
American Express January 2014 - Present
Bank of America Merrill Lynch March 2013 - December 2013
Bank of America Merrill Lynch January 2012 - February 2013
Bank of America Merrill Lynch December 2009 - January 2012
Wachovia Bank N.A, Hong Kong January 2007 - December 2009
Ingersoll Rand 2005 - 2007
Wachovia Bank - Charlotte, NC May 2000 - October 2005
Target Stores September 1998 - May 2000
First Union National Bank 1996 - 1998
Skills
Compensation, Performance Management, Employee Relations, Onboarding, Coaching, Organizational..., Recruitment/Retention, Learning, Change Management, Team Leadership, Talent Management, Deferred Compensation, Leadership, Sourcing, Recruiting, Banking, Human Resources, Mergers & Acquisitions, Leadership Development, Personnel Management, HRIS, Management, Strategy, Strategic Planning, Team Building, Employee Engagement, Succession Planning, Talent Acquisition, Workforce Planning, Organizational Design, Organizational..., Program Management, Executive Coaching, HR Consulting, Executive Search, Employee Benefits, Employer Branding, Vendor Management, Technical Recruiting, Applicant Tracking..., Career Development, College Recruiting, Interviews, HR Policies
Education
Capella University 2002 — 2005
Master's Degree
University of North Carolina at Charlotte - Belk College of Business 1994 — 1996
BS
American Express January 2014 - Present
Bank of America Merrill Lynch March 2013 - December 2013
Bank of America Merrill Lynch January 2012 - February 2013
Bank of America Merrill Lynch December 2009 - January 2012
Wachovia Bank N.A, Hong Kong January 2007 - December 2009
Ingersoll Rand 2005 - 2007
Wachovia Bank - Charlotte, NC May 2000 - October 2005
Target Stores September 1998 - May 2000
First Union National Bank 1996 - 1998
Skills
Compensation, Performance Management, Employee Relations, Onboarding, Coaching, Organizational..., Recruitment/Retention, Learning, Change Management, Team Leadership, Talent Management, Deferred Compensation, Leadership, Sourcing, Recruiting, Banking, Human Resources, Mergers & Acquisitions, Leadership Development, Personnel Management, HRIS, Management, Strategy, Strategic Planning, Team Building, Employee Engagement, Succession Planning, Talent Acquisition, Workforce Planning, Organizational Design, Organizational..., Program Management, Executive Coaching, HR Consulting, Executive Search, Employee Benefits, Employer Branding, Vendor Management, Technical Recruiting, Applicant Tracking..., Career Development, College Recruiting, Interviews, HR Policies
Education
Capella University 2002 — 2005
Master's Degree
University of North Carolina at Charlotte - Belk College of Business 1994 — 1996
BS
Debbie Freedman Debbie Freedman's First Union National Bank Experience August 1997 - March 1999
Job Heath and Wellness Consultant Who can I help get healthy today?
Industry Health, Wellness and Fitness
Experience
Isagenix December 2013 - Present
Independent Contractor November 2011 - June 2013
Bank of America August 2000 - July 2002
Gensec Asset Management July 1999 - April 2000
First Union National Bank August 1997 - March 1999
Skills
Direct Marketing, Marketing, Sales, Management, Start-ups, Social Media Marketing, Finance, Wellness Coaching, Nutritional Counseling, Event Planning, CRM
Education
Binghamton University - School of Management 1994 — 1996
Masters in Business Administration, Finance
State University of New York at Albany 1990 — 1994
Bachelor of Arts, Spanish
Isagenix December 2013 - Present
Independent Contractor November 2011 - June 2013
Bank of America August 2000 - July 2002
Gensec Asset Management July 1999 - April 2000
First Union National Bank August 1997 - March 1999
Skills
Direct Marketing, Marketing, Sales, Management, Start-ups, Social Media Marketing, Finance, Wellness Coaching, Nutritional Counseling, Event Planning, CRM
Education
Binghamton University - School of Management 1994 — 1996
Masters in Business Administration, Finance
State University of New York at Albany 1990 — 1994
Bachelor of Arts, Spanish
Kenneth Slaton Kenneth Slaton's First Union National Bank Experience 1989 - 1991
Job President at Global Portfolio Strategies, Inc.
Industry Insurance
Experience
Global Portfolio Strategies, Inc. (a subsidiary of Global Benefits Group) August 2014 - Present
Global Benefits Group (GBG) 2013 - Present
ACE Group 2010 - 2013
ALICO 2002 - 2010
Balboa Insurance Group 2001 - 2002
AIG 2000 - 2001
American Bankers Insurance Group 1991 - 1999
First Union National Bank 1989 - 1991
Eagle National Bank 1986 - 1989
United States Marine Corps 1978 - 1989
Skills
Insurance, Retail Banking, Consumer Finance, New Business Development, Executive Management, Customer Relations, Financial Services, CRM, Relationship Management, Strategy, Customer Service, Business Planning, Health Insurance, Sales Management, Strategic Planning, Management, Business Development, Risk Management, Reinsurance, Life Insurance, Brokers, Employee Benefits, Credit, Financial Risk, Business Strategy, Direct Marketing, Underwriting, Business Analysis, General Insurance, Customer Retention, Leadership, Product Development, Banking, Change Management, Marketing, Bancassurance, Sales, Marketing Strategy, Portfolio Management, Casualty, Claims Management, Recruiting, Claim, Commercial Insurance, Insurance Brokerage, Property & Casualty..., Commercial Lines, Professional Liability, Actuarial Science, Legal Liability
Education
University of Pennsylvania - The Wharton School 2000 — 2000
Certificate, E-Commerce
Barry University 1989 — 1991
MBA, Business
Franklin University 1984 — 1986
Banking & Finance
Marquette University 1979 — 1980
Certificate, Consumer Credit Management
Sinclair Community College 1977 — 1979
Accounting & Data Processing
Global Portfolio Strategies, Inc. (a subsidiary of Global Benefits Group) August 2014 - Present
Global Benefits Group (GBG) 2013 - Present
ACE Group 2010 - 2013
ALICO 2002 - 2010
Balboa Insurance Group 2001 - 2002
AIG 2000 - 2001
American Bankers Insurance Group 1991 - 1999
First Union National Bank 1989 - 1991
Eagle National Bank 1986 - 1989
United States Marine Corps 1978 - 1989
Skills
Insurance, Retail Banking, Consumer Finance, New Business Development, Executive Management, Customer Relations, Financial Services, CRM, Relationship Management, Strategy, Customer Service, Business Planning, Health Insurance, Sales Management, Strategic Planning, Management, Business Development, Risk Management, Reinsurance, Life Insurance, Brokers, Employee Benefits, Credit, Financial Risk, Business Strategy, Direct Marketing, Underwriting, Business Analysis, General Insurance, Customer Retention, Leadership, Product Development, Banking, Change Management, Marketing, Bancassurance, Sales, Marketing Strategy, Portfolio Management, Casualty, Claims Management, Recruiting, Claim, Commercial Insurance, Insurance Brokerage, Property & Casualty..., Commercial Lines, Professional Liability, Actuarial Science, Legal Liability
Education
University of Pennsylvania - The Wharton School 2000 — 2000
Certificate, E-Commerce
Barry University 1989 — 1991
MBA, Business
Franklin University 1984 — 1986
Banking & Finance
Marquette University 1979 — 1980
Certificate, Consumer Credit Management
Sinclair Community College 1977 — 1979
Accounting & Data Processing
Curtis Mccullough, MBA Curtis Mccullough, MBA's First Union National Bank Experience November 1982 - December 1992
Job AVP Operational Risk Consultant at Wells Fargo WBR
Industry Financial Services
Experience
Wells Fargo - WBR September 2014 - Present
Wells Fargo October 2010 - September 2014
Wachovia Bank January 1993 - September 2010
First Union National Bank November 1982 - December 1992
First Union National Bank November 1981 - November 1982
Skills
Banking, Customer Service, Risk Management, Microsoft Office, Sales, Credit, Loans, Financial Analysis, Portfolio Management, Leadership, Microsoft Excel, Finance, Retirement, Defined Benefit, Defined Contribution, 401k, Management, Project Management, ERISA, Pensions
Education
Capella University Doctor of Business Administration Candidate 2014 — 2016
Doctor of Business Administration (DBA), Finance
Capella University 2011 — 2013
Master of Business Administration (MBA)
Winston-Salem State University 1974 — 1979
Bachelor of Arts (B.A.), Business Administration - Economics
Coulwood Jr High
University Park
University Park
Wells Fargo - WBR September 2014 - Present
Wells Fargo October 2010 - September 2014
Wachovia Bank January 1993 - September 2010
First Union National Bank November 1982 - December 1992
First Union National Bank November 1981 - November 1982
Skills
Banking, Customer Service, Risk Management, Microsoft Office, Sales, Credit, Loans, Financial Analysis, Portfolio Management, Leadership, Microsoft Excel, Finance, Retirement, Defined Benefit, Defined Contribution, 401k, Management, Project Management, ERISA, Pensions
Education
Capella University Doctor of Business Administration Candidate 2014 — 2016
Doctor of Business Administration (DBA), Finance
Capella University 2011 — 2013
Master of Business Administration (MBA)
Winston-Salem State University 1974 — 1979
Bachelor of Arts (B.A.), Business Administration - Economics
Coulwood Jr High
University Park
University Park
Diana Roth's First Union National Bank Experience January 1992 - May 1995
Job HR Coordinator at TD
Industry Banking
Experience
TD July 2011 - Present
Carolina First Bank July 2001 - July 2011
Emergent Group 1999 - 2001
First Union National Bank January 1992 - May 1995
Skills
Retail, Analysis, HRIS, Human Resources, Event Planning, Microsoft Office, Management, Risk Management
Education
Webster University 2002 — 2006
Master of Arts (MA), Human Resources Management
Bob Jones University
Bachelor of Science (BS), Business Administration and Management, General
TD July 2011 - Present
Carolina First Bank July 2001 - July 2011
Emergent Group 1999 - 2001
First Union National Bank January 1992 - May 1995
Skills
Retail, Analysis, HRIS, Human Resources, Event Planning, Microsoft Office, Management, Risk Management
Education
Webster University 2002 — 2006
Master of Arts (MA), Human Resources Management
Bob Jones University
Bachelor of Science (BS), Business Administration and Management, General
Donna Rudisill Donna Rudisill's First Union National Bank Experience 1990 - 1995
Job
Industry Computer Software
Experience
Mecklenburg County 2013 - Present
3 Hip Chicks Boutique 2006 - November 2013
Oxford Global Resources 1999 - 2005
KPMG 1997 - 1999
Public Service Company of NC 1995 - 1997
First Union National Bank 1990 - 1995
Skills
PeopleSoft HRMS, Peopletools, SQL, PS Query, SQR, Quickbooks Point OF Sale, Quickbooks Financials, Quickbooks Payroll, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Project, Access, PowerPoint, Retail, Customer Service, Employee Relations, Human Resources, Payroll, Benefits Administration, Inventory Control, Budgets, Year-end Close, Project Management, Computer Systems..., Programming, Software Development, End User Training, System Integration..., User Acceptance Testing, Accounting, Retail Buying, Retail Sales, Analytical Skills, Organization, Communication, Team-oriented
Education
Belmont Abbey College 1988 — 1989
Bachelor's degree, Business Administration and Management, General, Junior, Senior
University of North Carolina at Charlotte 1985 — 1987
Bachelor's degree, Computer Science, Freshman, Sophmore
Mecklenburg County 2013 - Present
3 Hip Chicks Boutique 2006 - November 2013
Oxford Global Resources 1999 - 2005
KPMG 1997 - 1999
Public Service Company of NC 1995 - 1997
First Union National Bank 1990 - 1995
Skills
PeopleSoft HRMS, Peopletools, SQL, PS Query, SQR, Quickbooks Point OF Sale, Quickbooks Financials, Quickbooks Payroll, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Project, Access, PowerPoint, Retail, Customer Service, Employee Relations, Human Resources, Payroll, Benefits Administration, Inventory Control, Budgets, Year-end Close, Project Management, Computer Systems..., Programming, Software Development, End User Training, System Integration..., User Acceptance Testing, Accounting, Retail Buying, Retail Sales, Analytical Skills, Organization, Communication, Team-oriented
Education
Belmont Abbey College 1988 — 1989
Bachelor's degree, Business Administration and Management, General, Junior, Senior
University of North Carolina at Charlotte 1985 — 1987
Bachelor's degree, Computer Science, Freshman, Sophmore
Brent Crawford Brent Crawford's First Union National Bank Experience January 1998 - August 2001
Job Executive Vice PresidentSr. Managing Partner at Trevett Capital Partners
Industry Financial Services
Experience
Trevett Capital Partners October 2012 - Present
US Trust August 2001 - October 2012
First Union National Bank January 1998 - August 2001
Wachovia, A Wells Fargo Company June 1995 - January 1998
Wachovia, A Wells Fargo Company August 1994 - January 1995
Skills
Wealth Management, Private Banking, Asset Managment, Investments, Wealth Management..., Portfolio Management, Series 7, Asset Allocation, Strategic Financial..., Investment Advisory, Trust Services, Wealth, Mutual Funds, Credit, Banking, Estate Planning, Risk Management, Alternative Investments, Series 63, Fixed Income, Series 65, Uniform Combined State..., Securities, Asset Management, Retirement Planning, Investment Strategies, Investment Management, High Net Worth..., Hedge Funds, Equities
Education
Campbell University 1989 — 1994
BS, Business Administration
Campbell University 1989 — 1994
MBA, Business & Finance
Campbell University 1988 — 1994
Trust Admin. Degree, Trust & Estate Administration
Trevett Capital Partners October 2012 - Present
US Trust August 2001 - October 2012
First Union National Bank January 1998 - August 2001
Wachovia, A Wells Fargo Company June 1995 - January 1998
Wachovia, A Wells Fargo Company August 1994 - January 1995
Skills
Wealth Management, Private Banking, Asset Managment, Investments, Wealth Management..., Portfolio Management, Series 7, Asset Allocation, Strategic Financial..., Investment Advisory, Trust Services, Wealth, Mutual Funds, Credit, Banking, Estate Planning, Risk Management, Alternative Investments, Series 63, Fixed Income, Series 65, Uniform Combined State..., Securities, Asset Management, Retirement Planning, Investment Strategies, Investment Management, High Net Worth..., Hedge Funds, Equities
Education
Campbell University 1989 — 1994
BS, Business Administration
Campbell University 1989 — 1994
MBA, Business & Finance
Campbell University 1988 — 1994
Trust Admin. Degree, Trust & Estate Administration
Jason Puccio Jason Puccio's First Union National Bank Experience November 1999 - January 2002
Job Regional Sales Manager at AMX by Harman
Industry Information Technology and Services
Experience
AMX by Harman August 2013 - Present
InterCall October 2009 - August 2013
LendingTree March 2005 - June 2008
Citigroup February 2002 - March 2005
First Union National Bank November 1999 - January 2002
Skills
Project Management, Salesforce.com, Account Management, SaaS, UCaaS, Solution Selling, Strategic Partnerships, B2B, Management, Leadership, Sales Management, New Business Development, Sales, Business Development, Marketing Strategy, Lead Generation, Marketing, Cold Calling, CRM, Contract Negotiation, Product Management, Customer Service, Telecommunications, Negotiation, Selling, SEM, SEO, Sales Process, Enterprise Software, Strategy, Cloud Computing, Channel Partners, Managed Services, Direct Sales, Sales Operations, Unified Communications, International Sales, Key Account Management, Professional Services, Start-ups, Go-to-market Strategy, Mobile Devices, Competitive Analysis, VoIP, Sales Presentations, Online Advertising, Partner Management, Customer Retention, Cross-functional Team..., Product Marketing
Education
Bryant University 1991 — 1995
BS/BA, Marketing
AMX by Harman August 2013 - Present
InterCall October 2009 - August 2013
LendingTree March 2005 - June 2008
Citigroup February 2002 - March 2005
First Union National Bank November 1999 - January 2002
Skills
Project Management, Salesforce.com, Account Management, SaaS, UCaaS, Solution Selling, Strategic Partnerships, B2B, Management, Leadership, Sales Management, New Business Development, Sales, Business Development, Marketing Strategy, Lead Generation, Marketing, Cold Calling, CRM, Contract Negotiation, Product Management, Customer Service, Telecommunications, Negotiation, Selling, SEM, SEO, Sales Process, Enterprise Software, Strategy, Cloud Computing, Channel Partners, Managed Services, Direct Sales, Sales Operations, Unified Communications, International Sales, Key Account Management, Professional Services, Start-ups, Go-to-market Strategy, Mobile Devices, Competitive Analysis, VoIP, Sales Presentations, Online Advertising, Partner Management, Customer Retention, Cross-functional Team..., Product Marketing
Education
Bryant University 1991 — 1995
BS/BA, Marketing
Bob Raudebaugh Bob Raudebaugh's First Union National Bank Experience 1994 - 1998
Job Banker | Credit Expert | Customer Relationship Builder | Team Leader
Industry Banking
Experience
Fifth Third Bank December 2013 - Present
Fifth Third Bank January 2013 - December 2013
Wells Fargo 2006 - 2011
Wachovia, A Wells Fargo Company 2004 - 2005
Wachovia, A Wells Fargo Company 1998 - 2003
First Union National Bank 1994 - 1998
First Union National Bank 1993 - 1994
First Union National Bank 1992 - 1993
Southeast Bank, N.A. 1985 - 1991
Southeast Bank, N.A. 1978 - 1985
Skills
Credit Analysis, Underwriting, Due Diligence, Cash Flow, Financial Modeling, Loans, Complex Credit..., Bond Credit Enhancement, Customer Development, Portfolio Management, Risk Management, Training and Coaching, Relationship Management, Sales Management, Leveraged Finance, Accounts Receivable..., Inventory Finance, Treasury Services, Money Market Investments, Documentary Letters of..., Standby Letters of..., Credit, Finance, Sales, Consultative Selling..., Government Accounting, Municipal Bonds, Public Finance, Healthcare, Healthcare Industry, Healthcare Finance, Non-profits, Not for Profit, Team Leadership, Team Management, Business, Business Analysis, Banking, Commercial Banking, Corporate Finance, Management, Customer Service, Risk Assessment, Financial Risk, Credit Risk, Liquidity Risk, Leadership, Commercial Lending, Asset Based Lending, CRM
Education
University of Florida 1973 — 1978
Master of Business Administration / Bachelor of Science in Business Administration, Finance
Broward Community College 1973 — 1973
University of Tampa 1972 — 1972
Charles F. Brush High School 1969 — 1972
Lyndhurst, Ohio
Fifth Third Bank December 2013 - Present
Fifth Third Bank January 2013 - December 2013
Wells Fargo 2006 - 2011
Wachovia, A Wells Fargo Company 2004 - 2005
Wachovia, A Wells Fargo Company 1998 - 2003
First Union National Bank 1994 - 1998
First Union National Bank 1993 - 1994
First Union National Bank 1992 - 1993
Southeast Bank, N.A. 1985 - 1991
Southeast Bank, N.A. 1978 - 1985
Skills
Credit Analysis, Underwriting, Due Diligence, Cash Flow, Financial Modeling, Loans, Complex Credit..., Bond Credit Enhancement, Customer Development, Portfolio Management, Risk Management, Training and Coaching, Relationship Management, Sales Management, Leveraged Finance, Accounts Receivable..., Inventory Finance, Treasury Services, Money Market Investments, Documentary Letters of..., Standby Letters of..., Credit, Finance, Sales, Consultative Selling..., Government Accounting, Municipal Bonds, Public Finance, Healthcare, Healthcare Industry, Healthcare Finance, Non-profits, Not for Profit, Team Leadership, Team Management, Business, Business Analysis, Banking, Commercial Banking, Corporate Finance, Management, Customer Service, Risk Assessment, Financial Risk, Credit Risk, Liquidity Risk, Leadership, Commercial Lending, Asset Based Lending, CRM
Education
University of Florida 1973 — 1978
Master of Business Administration / Bachelor of Science in Business Administration, Finance
Broward Community College 1973 — 1973
University of Tampa 1972 — 1972
Charles F. Brush High School 1969 — 1972
Lyndhurst, Ohio
Susan Bossert Susan Bossert's First Union National Bank Experience 1995 - 1999
Job Seeking role in Change Management, Marketing, Communications or Sales Management
Industry Financial Services
Experience
Financial Services & Health Care 2012 - Present
North Highland January 2014 - June 2014
SunTrust Banks, Inc. August 2001 - March 2010
HSBC April 1999 - July 2001
First Union National Bank 1995 - 1999
Bank of America March 1993 - December 1994
Chase April 1989 - August 1992
Skills
Strategy, Banking, Credit Cards, Financial Services, Leadership, Cross-functional Team..., Retail Banking, Management, Product Management, Direct Marketing, Business Development, Business Strategy, Marketing Strategy, Program Management, Marketing, Analytics, Integrated Marketing, E-commerce, Strategic Planning, CRM, Executive Management, Risk Management, Consulting, Corporate Communications
Education
Binghamton University
New York University - Marketing coursework
Financial Services & Health Care 2012 - Present
North Highland January 2014 - June 2014
SunTrust Banks, Inc. August 2001 - March 2010
HSBC April 1999 - July 2001
First Union National Bank 1995 - 1999
Bank of America March 1993 - December 1994
Chase April 1989 - August 1992
Skills
Strategy, Banking, Credit Cards, Financial Services, Leadership, Cross-functional Team..., Retail Banking, Management, Product Management, Direct Marketing, Business Development, Business Strategy, Marketing Strategy, Program Management, Marketing, Analytics, Integrated Marketing, E-commerce, Strategic Planning, CRM, Executive Management, Risk Management, Consulting, Corporate Communications
Education
Binghamton University
New York University - Marketing coursework
Kim Valetutto Kim Valetutto's First Union National Bank Experience 1997 - 1999
Job Project Manager
Industry Insurance
Experience
Blue Cross Blue Shield of Florida December 2010 - Present
A.J. Johns, Inc. December 2007 - November 2010
Convergys 2006 - 2007
Balfour Beatty Rail 2002 - 2005
Steverson Staffing 2001 - 2002
Ajilon 1999 - 2001
Jacksonville Jaguars 1997 - 2001
First Union National Bank 1997 - 1999
Skills
MS Project, Project Management, Customer Service, Applicant Tracking..., CRM, Cross-functional Team..., Leadership, Management, SharePoint, Recruiting, Budgets, Negotiation, Business Analysis, Marketing, Human Resources, Project Planning, Software Documentation, Time Management, Employee Benefits, Event Management, Process Improvement, Marketing Strategy, Forecasting
Education
Baylor University 1992 — 1994
Bachelor of Arts, Speech Communications
California State University-Fullerton 1990 — 1992
Speech Communications
Blue Cross Blue Shield of Florida December 2010 - Present
A.J. Johns, Inc. December 2007 - November 2010
Convergys 2006 - 2007
Balfour Beatty Rail 2002 - 2005
Steverson Staffing 2001 - 2002
Ajilon 1999 - 2001
Jacksonville Jaguars 1997 - 2001
First Union National Bank 1997 - 1999
Skills
MS Project, Project Management, Customer Service, Applicant Tracking..., CRM, Cross-functional Team..., Leadership, Management, SharePoint, Recruiting, Budgets, Negotiation, Business Analysis, Marketing, Human Resources, Project Planning, Software Documentation, Time Management, Employee Benefits, Event Management, Process Improvement, Marketing Strategy, Forecasting
Education
Baylor University 1992 — 1994
Bachelor of Arts, Speech Communications
California State University-Fullerton 1990 — 1992
Speech Communications
Kelley Cowan Kelley Cowan's First Union National Bank Experience May 1996 - June 2003
Job HRIS Analyst at PCI Gaming Authority
Industry Gambling & Casinos
Experience
PCI Gaming Authority June 2008 - Present
Leatherhead Tees November 2010 - December 2014
Chevy Chase Bank June 2003 - June 2008
First Union National Bank May 1996 - June 2003
Skills
HRIS, Onboarding, Employee Relations, Performance Management, Employee Benefits, Talent Management, Benefits Administration, Deferred Compensation, Human Resources, New Hire Orientations, Employee Engagement, Process Improvement, Payroll, HRIS Database Management, Training, FMLA, Applicant Tracking..., Budgets, Analysis, Recruiting, Coaching, Customer Service, CRM, Temporary Placement, Outlook, Administration, Time Management, Management, PeopleSoft, Succession Planning
Education
Barton College 1994 — 1998
BS, Business, English
PCI Gaming Authority June 2008 - Present
Leatherhead Tees November 2010 - December 2014
Chevy Chase Bank June 2003 - June 2008
First Union National Bank May 1996 - June 2003
Skills
HRIS, Onboarding, Employee Relations, Performance Management, Employee Benefits, Talent Management, Benefits Administration, Deferred Compensation, Human Resources, New Hire Orientations, Employee Engagement, Process Improvement, Payroll, HRIS Database Management, Training, FMLA, Applicant Tracking..., Budgets, Analysis, Recruiting, Coaching, Customer Service, CRM, Temporary Placement, Outlook, Administration, Time Management, Management, PeopleSoft, Succession Planning
Education
Barton College 1994 — 1998
BS, Business, English
Baron B. Holland Baron B. Holland's First Union National Bank Experience May 1998 - July 2001
Job SVPSmall Business Banking Manager at Bank of America
Industry Banking
Experience
Bank of America December 2014 - Present
Citizens Bank April 2009 - December 2014
Citizens Bank June 2005 - April 2009
Citizens Bank April 2003 - June 2005
UBS July 2001 - April 2003
First Union National Bank May 1998 - July 2001
Skills
Retail Banking, Consumer Lending, Commercial Lending, Financial Services, Loans, Credit Analysis
Education
Kutztown University of Pennsylvania 1991 — 1996
BA, Business Administration
LaSalle University
MBA Candidate, Finance and Accounting Concentrations
Babson College
Executive Education Program
Bank of America December 2014 - Present
Citizens Bank April 2009 - December 2014
Citizens Bank June 2005 - April 2009
Citizens Bank April 2003 - June 2005
UBS July 2001 - April 2003
First Union National Bank May 1998 - July 2001
Skills
Retail Banking, Consumer Lending, Commercial Lending, Financial Services, Loans, Credit Analysis
Education
Kutztown University of Pennsylvania 1991 — 1996
BA, Business Administration
LaSalle University
MBA Candidate, Finance and Accounting Concentrations
Babson College
Executive Education Program
Jason Boyd Willy Williams Jason Boyd Willy Williams's First Union National Bank Experience 1991 - 1994
Job Creative, passionate and motivational leader with hunters mentality and client centric focus .
Industry Sporting Goods
Experience
Results-oriented sales leader and individual contributor with proficiency in business development November 2014 - Present
Adams Golf November 2004 - October 2014
Pro Golf Discount of Lousiville April 1997 - September 2004
Bank of America March 1994 - March 1997
First Union National Bank 1991 - 1994
Skills
Golf, Merchandising, Sports Marketing, Tournaments, Sporting Goods, Golf Courses, Sports, Pro Engineer, Unigraphics, Club, Hypershot, Golf Instruction, Sponsorship, Tour Operators, Sports Management, Marketing, Product Development, Golf Course Management, Event Management, Retail, Sales, Marketing Strategy, Footwear, Inventory Management, Sales Management, Customer Service, Team Building, Budgets, Product Design, Sports Coaching, Online Marketing, Sales Operations, New Business Development, Event Planning, Social Media Marketing, Account Management, Apparel, Advertising, Direct Sales, Fitness, Strategic Planning, Purchasing, Coaching, Resorts, Forecasting, Athletics, Brand Management, Public Relations, Business Travel, Global Travel Management
Education
Greensboro College 1989 — 1991
BA BUSINESS/ECONOMICS, Business
Brevard College
Business, Business
Paul G. Blazer High School
High School
Results-oriented sales leader and individual contributor with proficiency in business development November 2014 - Present
Adams Golf November 2004 - October 2014
Pro Golf Discount of Lousiville April 1997 - September 2004
Bank of America March 1994 - March 1997
First Union National Bank 1991 - 1994
Skills
Golf, Merchandising, Sports Marketing, Tournaments, Sporting Goods, Golf Courses, Sports, Pro Engineer, Unigraphics, Club, Hypershot, Golf Instruction, Sponsorship, Tour Operators, Sports Management, Marketing, Product Development, Golf Course Management, Event Management, Retail, Sales, Marketing Strategy, Footwear, Inventory Management, Sales Management, Customer Service, Team Building, Budgets, Product Design, Sports Coaching, Online Marketing, Sales Operations, New Business Development, Event Planning, Social Media Marketing, Account Management, Apparel, Advertising, Direct Sales, Fitness, Strategic Planning, Purchasing, Coaching, Resorts, Forecasting, Athletics, Brand Management, Public Relations, Business Travel, Global Travel Management
Education
Greensboro College 1989 — 1991
BA BUSINESS/ECONOMICS, Business
Brevard College
Business, Business
Paul G. Blazer High School
High School
David Nunner David Nunner's First Union National Bank Experience March 1996 - December 2000
Job Banking Vice President
Industry Banking
Experience
Webster Bank September 2015 - Present
Webster Bank September 2013 - Present
Citizens March 2011 - August 2013
Bank of America April 2006 - March 2011
Bank of America April 2006 - March 2011
THE RAG SHOP April 2004 - April 2006
H & M December 2000 - April 2004
First Union National Bank March 1996 - December 2000
Skills
Business Development, Sales, Management, New Business Development, Recruiting, Training, Budgets, CRM, Commercial Banking, Customer Service, Employee Training, Team Building, Banking
Education
Cairn University
BACHELORS OF SCIENCE; BACHELORS OF SCIENCE, THEOLOGY; VOCAL PERFORMANCE
Webster Bank September 2015 - Present
Webster Bank September 2013 - Present
Citizens March 2011 - August 2013
Bank of America April 2006 - March 2011
Bank of America April 2006 - March 2011
THE RAG SHOP April 2004 - April 2006
H & M December 2000 - April 2004
First Union National Bank March 1996 - December 2000
Skills
Business Development, Sales, Management, New Business Development, Recruiting, Training, Budgets, CRM, Commercial Banking, Customer Service, Employee Training, Team Building, Banking
Education
Cairn University
BACHELORS OF SCIENCE; BACHELORS OF SCIENCE, THEOLOGY; VOCAL PERFORMANCE
Tonette (Toni) Bryant Tonette (Toni) Bryant's First Union National Bank Experience June 1997 - July 1998
Job Accounting Professional
Industry Accounting
Experience
101 Mobility June 2013 - Present
101 Mobility May 2013 - June 2013
J. Wolfe Benefits Planning Inc November 2010 - May 2013
Custom Metal Products October 2006 - January 2010
Therma Tru Corp/Fortune Brands May 2002 - October 2006
Waste Management, Inc May 2000 - March 2002
Dylan Mortgage, Inc August 1998 - May 1999
First Union National Bank June 1997 - July 1998
McAnderson’s Inc February 1988 - June 1997
Skills
Accounting, Employee Benefits, People-oriented, Highly detail oriented, Human Resources, Payroll, Microsoft Excel, Payroll Taxes, Financial Accounting, Account Reconciliation, Accruals, Accounts Payable, Intercompany, Cash Management, Bank Reconciliation, Deposits, Invoicing, General Ledger, Accounts Receivable, Auditing, Cash Flow Forecasting, Journal Entries, Balance, Financial Statements, Sales Tax, Revenue Recognition, Great Plains Software, Year End Accounts, Accountants
Education
UNC Wilmington 2011 — 2012
Bachelor of Science Business Administration, Accountancy, Major GPA 3.76
Cape Fear Community College
101 Mobility June 2013 - Present
101 Mobility May 2013 - June 2013
J. Wolfe Benefits Planning Inc November 2010 - May 2013
Custom Metal Products October 2006 - January 2010
Therma Tru Corp/Fortune Brands May 2002 - October 2006
Waste Management, Inc May 2000 - March 2002
Dylan Mortgage, Inc August 1998 - May 1999
First Union National Bank June 1997 - July 1998
McAnderson’s Inc February 1988 - June 1997
Skills
Accounting, Employee Benefits, People-oriented, Highly detail oriented, Human Resources, Payroll, Microsoft Excel, Payroll Taxes, Financial Accounting, Account Reconciliation, Accruals, Accounts Payable, Intercompany, Cash Management, Bank Reconciliation, Deposits, Invoicing, General Ledger, Accounts Receivable, Auditing, Cash Flow Forecasting, Journal Entries, Balance, Financial Statements, Sales Tax, Revenue Recognition, Great Plains Software, Year End Accounts, Accountants
Education
UNC Wilmington 2011 — 2012
Bachelor of Science Business Administration, Accountancy, Major GPA 3.76
Cape Fear Community College
Gina Corrieri's First Union National Bank Experience March 1989 - December 1992
Job Assistant Vice President at Vectra Bank Colorado
Industry Banking
Experience
Vectra Bank Colorado June 2014 - Present
BBVA Compass February 2005 - June 2014
Pre-Paid Legal Services, Inc. November 2009 - December 2013
Mountain Star Karate April 1993 - October 2003
First Union National Bank March 1989 - December 1992
Skills
Sales Management, Customer Service, P&L Management, Retail Banking, New Business Development, Mortgage Lending, Small Business Lending, Home Equity Lines of..., Bank Management, Operations Management, Banking Operations, Coaching, Team Management, Team Leadership, Cross Selling, Staff Development, Staff Management, Staff Training, Lines Of Credit, Credit Cards, Small Business, Entrepreneur, Entrepreneurship, Credit, Leadership, Loans, Training, Sales, Team Building, Finance, Management, Commercial Lending, Employee Training, Loan Origination, Time Management, Consumer Lending, Residential Mortgages, Mortgage Banking, Credit Analysis, Commercial Mortgages, Refinance, Banking, Branch Management, Relationship Management, Merchant Services, Commercial Banking, Investments
Education
Broward Community College 1983 — 1986
Business, Management & Finance
Vectra Bank Colorado June 2014 - Present
BBVA Compass February 2005 - June 2014
Pre-Paid Legal Services, Inc. November 2009 - December 2013
Mountain Star Karate April 1993 - October 2003
First Union National Bank March 1989 - December 1992
Skills
Sales Management, Customer Service, P&L Management, Retail Banking, New Business Development, Mortgage Lending, Small Business Lending, Home Equity Lines of..., Bank Management, Operations Management, Banking Operations, Coaching, Team Management, Team Leadership, Cross Selling, Staff Development, Staff Management, Staff Training, Lines Of Credit, Credit Cards, Small Business, Entrepreneur, Entrepreneurship, Credit, Leadership, Loans, Training, Sales, Team Building, Finance, Management, Commercial Lending, Employee Training, Loan Origination, Time Management, Consumer Lending, Residential Mortgages, Mortgage Banking, Credit Analysis, Commercial Mortgages, Refinance, Banking, Branch Management, Relationship Management, Merchant Services, Commercial Banking, Investments
Education
Broward Community College 1983 — 1986
Business, Management & Finance
Scott H. Husselbee Scott H. Husselbee's First Union National Bank Experience October 1994 - February 1998
Job Commercial Real Estate Finance
Industry Real Estate
Experience
Self Employed September 2012 - Present
Park Sterling Bank July 2011 - August 2012
Self Employed July 2008 - June 2011
Fifth Third Securities August 2006 - March 2008
BB&T Capital Markets May 2005 - July 2006
Black Bear Companies February 1998 - May 2005
First Union National Bank October 1994 - February 1998
Skills
Asset Management, Underwriting, Special Assets, Banking, Investment Banking, CMBS, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Loan Work-outs, Real Estate Development, Real Estate Due..., Bank Due Diligence, Bank Acquisition, Commercial Real Estate..., Property Management, Special Servicing, Real Estate Financing, Real Estate Investment..., Finance, Real Estate, Asset Managment, Commercial Mortgages, Loan Origination, Asset
Education
Babson College
Bachelor of Science Degree, Accounting / Info. Systems
Loyola College in Maryland
Master of Business Administration
Self Employed September 2012 - Present
Park Sterling Bank July 2011 - August 2012
Self Employed July 2008 - June 2011
Fifth Third Securities August 2006 - March 2008
BB&T Capital Markets May 2005 - July 2006
Black Bear Companies February 1998 - May 2005
First Union National Bank October 1994 - February 1998
Skills
Asset Management, Underwriting, Special Assets, Banking, Investment Banking, CMBS, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Loan Work-outs, Real Estate Development, Real Estate Due..., Bank Due Diligence, Bank Acquisition, Commercial Real Estate..., Property Management, Special Servicing, Real Estate Financing, Real Estate Investment..., Finance, Real Estate, Asset Managment, Commercial Mortgages, Loan Origination, Asset
Education
Babson College
Bachelor of Science Degree, Accounting / Info. Systems
Loyola College in Maryland
Master of Business Administration
Marilyn Marchiel Marilyn Marchiel's First Union National Bank Experience 1994 - 2000
Job Independent Consultant Financial Services
Industry Financial Services
Experience
Independent Consultant December 2012 - Present
SunGard Global Services November 2011 - November 2012
Capgemini April 2010 - November 2011
Independent Consultant 2009 - April 2010
State Street Bank 2006 - 2009
IBM Global Business Services 2004 - 2006
Independent Consultant 2002 - 2004
EquiServe (now Computershare) 2000 - 2004
Evergreen Investments Service Company 1998 - 2000
First Union National Bank 1994 - 2000
Skills
Financial Services, Mutual Funds, Offshoring, Consulting, Trust Operations, Corporate Trust, Process Redesign, Globalization, Mergers, Business Analysis, Business Transformation, Business Process..., Fund Accounting, Business Strategy, New Business Development, Asset Managment, Transfer Agency, Stock Transfer, Contingent Workforce, Program Management, Project Management, Governance, Key Performance..., Operations Management, Operational Excellence, Risk Management, Stocks, Process Improvement, Finance, Back Office, Mergers & Acquisitions, Change Management, Strategic Planning, Management, Banking, Cash Management, Management Consulting, Outsourcing, Financial Risk, Asset Management, Capital Markets, Portfolio Management, Vendor Management, Accounting, Integration, Strategy, IT Strategy, PMO, Executive Management, Business Development
Education
IBM Certification 2006 — 2006
Certified, Certified Professional Consultant
IBM Certification 2004 — 2004
Certified, Certified Project Manager
Canon Corporate Trust School 1994 — 1994
Certificate, Corporate Trust
Project Management Institute 1993 — 1993
PMP, Project Management Professional
California Coast University 1986 — 1987
attended, Business Administration
Independent Consultant December 2012 - Present
SunGard Global Services November 2011 - November 2012
Capgemini April 2010 - November 2011
Independent Consultant 2009 - April 2010
State Street Bank 2006 - 2009
IBM Global Business Services 2004 - 2006
Independent Consultant 2002 - 2004
EquiServe (now Computershare) 2000 - 2004
Evergreen Investments Service Company 1998 - 2000
First Union National Bank 1994 - 2000
Skills
Financial Services, Mutual Funds, Offshoring, Consulting, Trust Operations, Corporate Trust, Process Redesign, Globalization, Mergers, Business Analysis, Business Transformation, Business Process..., Fund Accounting, Business Strategy, New Business Development, Asset Managment, Transfer Agency, Stock Transfer, Contingent Workforce, Program Management, Project Management, Governance, Key Performance..., Operations Management, Operational Excellence, Risk Management, Stocks, Process Improvement, Finance, Back Office, Mergers & Acquisitions, Change Management, Strategic Planning, Management, Banking, Cash Management, Management Consulting, Outsourcing, Financial Risk, Asset Management, Capital Markets, Portfolio Management, Vendor Management, Accounting, Integration, Strategy, IT Strategy, PMO, Executive Management, Business Development
Education
IBM Certification 2006 — 2006
Certified, Certified Professional Consultant
IBM Certification 2004 — 2004
Certified, Certified Project Manager
Canon Corporate Trust School 1994 — 1994
Certificate, Corporate Trust
Project Management Institute 1993 — 1993
PMP, Project Management Professional
California Coast University 1986 — 1987
attended, Business Administration
Brian Wray Brian Wray's First Union National Bank Experience May 1996 - August 1998
Job AVP Senior Branch Manager at Union Bank & Trust
Industry Banking
Experience
Union Bankshares Corp. September 2012 - Present
StellarOne Bank September 2012 - May 2014
Wells Fargo April 2003 - September 2012
Wachovia Bank August 1998 - April 2003
First Union National Bank May 1996 - August 1998
Skills
Sales, Loans Administration, Retail Banking, Customer Service, Credit Analysis, Leadership, Problem Solving, Credit Management, Team-oriented, Underwriting, Investigative Research, Account Management, Microsoft Excel, Financial Reporting, Banking, Consumer Lending, Finance, Commercial Lending, Credit, Loans, Business Analysis, Small Business Lending, Lines Of Credit, Relationship Management, Home Equity Loans, Management
Education
Liberty University 2014 — 2015
Master of Arts (M.A.), Executive Leadership
Averett University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Virginia Western Community College
Associate's degree, Management
Union Bankshares Corp. September 2012 - Present
StellarOne Bank September 2012 - May 2014
Wells Fargo April 2003 - September 2012
Wachovia Bank August 1998 - April 2003
First Union National Bank May 1996 - August 1998
Skills
Sales, Loans Administration, Retail Banking, Customer Service, Credit Analysis, Leadership, Problem Solving, Credit Management, Team-oriented, Underwriting, Investigative Research, Account Management, Microsoft Excel, Financial Reporting, Banking, Consumer Lending, Finance, Commercial Lending, Credit, Loans, Business Analysis, Small Business Lending, Lines Of Credit, Relationship Management, Home Equity Loans, Management
Education
Liberty University 2014 — 2015
Master of Arts (M.A.), Executive Leadership
Averett University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Virginia Western Community College
Associate's degree, Management
Kimberly Dabney, MBA, AVP Kimberly Dabney, MBA, AVP's First Union National Bank Experience April 2004 - July 2006
Job Treasury Management Analyst II at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Commercial Card Division December 2014 - Present
Wells Fargo Bank July 2008 - Present
Wells Fargo December 2006 - Present
Wachovia Bank April 2004 - December 2006
First Union National Bank April 2004 - July 2006
WDA Business Service December 1998 - April 2004
Skills
Cash Management, Commercial Banking, Loans, Credit, Portfolio Management, Treasury Services, Finance, Analysis, Due Diligence, Management, Cross Selling, Customer Service, Process Improvement, Business Relationship..., Customer Experience, Deposits, Training, Sales Management, Team Building, Business Development, Sales Process, Leadership, Morale, Treasury Management, Insurance, Small Business Lending, CRM, Sales, Relationship Management
Education
Averett University 2004 — 2006
Masters of Business Administration ( MBA)
Norfolk State University 1992 — 1997
Bachelor, Science Business Management w; Decision Science Emphasis
Wells Fargo Commercial Card Division December 2014 - Present
Wells Fargo Bank July 2008 - Present
Wells Fargo December 2006 - Present
Wachovia Bank April 2004 - December 2006
First Union National Bank April 2004 - July 2006
WDA Business Service December 1998 - April 2004
Skills
Cash Management, Commercial Banking, Loans, Credit, Portfolio Management, Treasury Services, Finance, Analysis, Due Diligence, Management, Cross Selling, Customer Service, Process Improvement, Business Relationship..., Customer Experience, Deposits, Training, Sales Management, Team Building, Business Development, Sales Process, Leadership, Morale, Treasury Management, Insurance, Small Business Lending, CRM, Sales, Relationship Management
Education
Averett University 2004 — 2006
Masters of Business Administration ( MBA)
Norfolk State University 1992 — 1997
Bachelor, Science Business Management w; Decision Science Emphasis
Betsy Davis Betsy Davis's First Union National Bank Experience January 1993 - June 2001
Job Executive Director, Senior Commercial Banker, Government Banking at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase October 2012 - Present
KeyBank February 2008 - October 2012
TD February 2006 - July 2007
Hudson United Bank June 2001 - February 2006
First Union National Bank January 1993 - June 2001
Education
Boston College 1980 — 1984
B.A., English and Political Science
Boston University
Paralegal Certificate, Completed 2010
University College Dublin
Masters, Irish Studies, Graduated 1986
JPMorgan Chase October 2012 - Present
KeyBank February 2008 - October 2012
TD February 2006 - July 2007
Hudson United Bank June 2001 - February 2006
First Union National Bank January 1993 - June 2001
Education
Boston College 1980 — 1984
B.A., English and Political Science
Boston University
Paralegal Certificate, Completed 2010
University College Dublin
Masters, Irish Studies, Graduated 1986
DeLisa Lee DeLisa Lee's First Union National Bank Experience May 1999 - July 2000
Job Training Program Director
Industry Information Technology and Services
Experience
DJL Training, Inc. January 2010 - Present
Durham County Libraries October 2009 - June 2011
Computer Science Corporation November 2002 - February 2010
Lockheed Martin Information Technology August 2000 - November 2002
First Union National Bank May 1999 - July 2000
Diamond Management Systems February 1997 - April 1999
clubsystems group February 1997 - March 1999
CHI Institute January 1997 - December 1997
Army National Guard May 1988 - May 1990
Skills
Training, Microsoft Office, Zoho, Google Apps, Technical Writing, Microsoft Excel, Databases, Process Improvement, CRM, Access, Microsoft Word, PowerPoint, Outlook, Integration, Software Documentation, Technical Support, Program Management, Windows, Troubleshooting, Public Speaking, Management, Networking, Leadership, Internet Explorer, Time Management, Customer Service, Referral Networking, SharePoint, iPhone, Project Management, iPad, Information Technology, Mobile Phone Apps, Operating Systems, Instructional Design, Consulting, Testing, Windows XP, E-Learning, System Administration, Windows 7, XP
Education
Temple University 1984 — 1988
Business Administration
Bucks County Community College 1982 — 1984
AA, Business Administration
DJL Training, Inc. January 2010 - Present
Durham County Libraries October 2009 - June 2011
Computer Science Corporation November 2002 - February 2010
Lockheed Martin Information Technology August 2000 - November 2002
First Union National Bank May 1999 - July 2000
Diamond Management Systems February 1997 - April 1999
clubsystems group February 1997 - March 1999
CHI Institute January 1997 - December 1997
Army National Guard May 1988 - May 1990
Skills
Training, Microsoft Office, Zoho, Google Apps, Technical Writing, Microsoft Excel, Databases, Process Improvement, CRM, Access, Microsoft Word, PowerPoint, Outlook, Integration, Software Documentation, Technical Support, Program Management, Windows, Troubleshooting, Public Speaking, Management, Networking, Leadership, Internet Explorer, Time Management, Customer Service, Referral Networking, SharePoint, iPhone, Project Management, iPad, Information Technology, Mobile Phone Apps, Operating Systems, Instructional Design, Consulting, Testing, Windows XP, E-Learning, System Administration, Windows 7, XP
Education
Temple University 1984 — 1988
Business Administration
Bucks County Community College 1982 — 1984
AA, Business Administration
Greg Hince, ChFC® Greg Hince, ChFC®'s First Union National Bank Experience July 1995 - March 2001
Job Financial Consultant★Field Wholesaler at State Farm
Industry Financial Services
Experience
State Farm Insurance August 2002 - Present
RBC Centura November 2001 - August 2002
First Union National Bank July 1995 - March 2001
The York Bank & Trust May 1995 - February 1998
Skills
Insurance, Banking, Investments, Underwriting, Mutual Funds, Strategic Financial..., Retirement Planning, Disability Insurance, Term Life Insurance, Life Insurance, Umbrella Insurance, Financial Services, Universal Life, Fixed Annuities, Retirement, Health Insurance, Long-term Care, Financial Advisory, 401k, Wealth Management, Series 6, Whole Life, Mortgage Lending, Variable Annuities, General Insurance, Workers Compensation, Commercial Insurance, Property & Casualty..., Estate Planning, Small Business, Employee Benefits, Long Term Care Insurance, Pensions, Financial Planners, Financial Risk, IRAs
Education
University of Massachusetts, Amherst 1990 — 1993
B.A., Economics
Bloomsburg University of Pennsylvania 1988 — 1990
State Farm Insurance August 2002 - Present
RBC Centura November 2001 - August 2002
First Union National Bank July 1995 - March 2001
The York Bank & Trust May 1995 - February 1998
Skills
Insurance, Banking, Investments, Underwriting, Mutual Funds, Strategic Financial..., Retirement Planning, Disability Insurance, Term Life Insurance, Life Insurance, Umbrella Insurance, Financial Services, Universal Life, Fixed Annuities, Retirement, Health Insurance, Long-term Care, Financial Advisory, 401k, Wealth Management, Series 6, Whole Life, Mortgage Lending, Variable Annuities, General Insurance, Workers Compensation, Commercial Insurance, Property & Casualty..., Estate Planning, Small Business, Employee Benefits, Long Term Care Insurance, Pensions, Financial Planners, Financial Risk, IRAs
Education
University of Massachusetts, Amherst 1990 — 1993
B.A., Economics
Bloomsburg University of Pennsylvania 1988 — 1990
Peg Raposo Peg Raposo's First Union National Bank Experience September 1991 - January 1999
Job Market Research Professional, Operational Excellence Manager and Customer Experience Leader
Industry Market Research
Experience
PayPal January 2012 - Present
Wells Fargo Bank July 2009 - October 2011
Wachovia, A Wells Fargo Company January 1999 - July 2009
First Union National Bank September 1991 - January 1999
Southeast Bank, NA 1975 - 1991
Skills
Continuous Improvement, Customer Experience, Customer Satisfaction, Employee Engagement, Balanced Scorecard, Process Improvement, Performance Management, Strategic Planning, Team Building, Change Management, Leadership Development, Six Sigma, Coaching, Customer Service, Team Leadership, Call Center, Mergers, Negotiation, Data Analysis, Problem Solving, Budgeting, Cross-functional Team..., Banking, Mentoring, Vendor Management, Project Management, Budgets, Call Centers, Leadership, Management, Mergers & Acquisitions, Strategy, Risk Management, Operations Management, Customer Retention, Training, Business Analysis, Recruiting, Talent Management, Team Management, Sales, Operational Excellence, CRM, Business Process..., Retail, Management Consulting, Analytics, Outsourcing, Business Strategy, Quality Assurance
Education
Capella University 2004 — 2006
Master of Science, Business Organization and Management
Oriel Inc. 2002 — 2004
Black & Green Belt Certification, Six Sigma
University of Florida 1972 — 1974
Bachelor of Arts, English Education
Fort Hunt High School 1969 — 1970
High School Graduate
St.Anne's
PayPal January 2012 - Present
Wells Fargo Bank July 2009 - October 2011
Wachovia, A Wells Fargo Company January 1999 - July 2009
First Union National Bank September 1991 - January 1999
Southeast Bank, NA 1975 - 1991
Skills
Continuous Improvement, Customer Experience, Customer Satisfaction, Employee Engagement, Balanced Scorecard, Process Improvement, Performance Management, Strategic Planning, Team Building, Change Management, Leadership Development, Six Sigma, Coaching, Customer Service, Team Leadership, Call Center, Mergers, Negotiation, Data Analysis, Problem Solving, Budgeting, Cross-functional Team..., Banking, Mentoring, Vendor Management, Project Management, Budgets, Call Centers, Leadership, Management, Mergers & Acquisitions, Strategy, Risk Management, Operations Management, Customer Retention, Training, Business Analysis, Recruiting, Talent Management, Team Management, Sales, Operational Excellence, CRM, Business Process..., Retail, Management Consulting, Analytics, Outsourcing, Business Strategy, Quality Assurance
Education
Capella University 2004 — 2006
Master of Science, Business Organization and Management
Oriel Inc. 2002 — 2004
Black & Green Belt Certification, Six Sigma
University of Florida 1972 — 1974
Bachelor of Arts, English Education
Fort Hunt High School 1969 — 1970
High School Graduate
St.Anne's
Katiuska Carrazana's First Union National Bank Experience 1999 - 2005
Job Experienced Litigation Assistant, Customer Service Representative and Administrative Assistant
Industry Construction
Experience
ASR, Interiors November 2011 - Present
Yale Mortgage December 2005 - August 2011
First Union National Bank 1999 - 2005
Skills
Microsoft Excel, Loans, Data Entry, Mortgage Lending, Microsoft Word, Customer Service, Outlook, Credit, Banking, Access, Accounts Receivable, Real Estate, Microsoft Office, Training, Leadership, Sales Management, Sales, Contract Negotiation, Management
Education
Barry University 2005 — 2008
BS, Legal Studies
Connecticut School of Broadcasting 2002 — 2002
ASR, Interiors November 2011 - Present
Yale Mortgage December 2005 - August 2011
First Union National Bank 1999 - 2005
Skills
Microsoft Excel, Loans, Data Entry, Mortgage Lending, Microsoft Word, Customer Service, Outlook, Credit, Banking, Access, Accounts Receivable, Real Estate, Microsoft Office, Training, Leadership, Sales Management, Sales, Contract Negotiation, Management
Education
Barry University 2005 — 2008
BS, Legal Studies
Connecticut School of Broadcasting 2002 — 2002
Dewey Rodriguez's First Union National Bank Experience March 1999 - February 2002
Job Network Administrator at Service Access & Managment, Inc.
Industry Nonprofit Organization Management
Experience
Service Access & Managment, Inc. February 2002 - Present
First Union National Bank March 1999 - February 2002
First Union National Bank March 1999 - February 2002
Skills
Active Directory, VMware, Windows Server, Blackberry Enterprise..., Microsoft Exchange, Antivirus, Windows 7, Help Desk Support, Servers, Disaster Recovery, VMware Infrastructure, Cisco Technologies, Technical Support, SAN, Networking, VPN, XP, DNS, Virtualization, Network Administration, Routers, Firewalls, System Administration, Group Policy, DHCP, Data Center, Network Security, Citrix Metaframe, VMware ESX, ITIL, WAN, Operating Systems, Security, Cisco IOS, Citrix, HP, Switches, Information Technology, Troubleshooting, Software Documentation, Windows, vSphere, Hardware, Computer Hardware, ASA, Network Engineering, Storage Area Networks, TCP/IP, LAN-WAN, Network Architecture
Education
Berks Technical Institute 1999 — 2001
Network Administration, 3.85
Service Access & Managment, Inc. February 2002 - Present
First Union National Bank March 1999 - February 2002
First Union National Bank March 1999 - February 2002
Skills
Active Directory, VMware, Windows Server, Blackberry Enterprise..., Microsoft Exchange, Antivirus, Windows 7, Help Desk Support, Servers, Disaster Recovery, VMware Infrastructure, Cisco Technologies, Technical Support, SAN, Networking, VPN, XP, DNS, Virtualization, Network Administration, Routers, Firewalls, System Administration, Group Policy, DHCP, Data Center, Network Security, Citrix Metaframe, VMware ESX, ITIL, WAN, Operating Systems, Security, Cisco IOS, Citrix, HP, Switches, Information Technology, Troubleshooting, Software Documentation, Windows, vSphere, Hardware, Computer Hardware, ASA, Network Engineering, Storage Area Networks, TCP/IP, LAN-WAN, Network Architecture
Education
Berks Technical Institute 1999 — 2001
Network Administration, 3.85
Rochelle Rodrigue Rochelle Rodrigue's First Union National Bank Experience September 1995 - September 1997
Job Business Analyst
Industry Banking
Experience
Frontier Systems April 2015 - Present
TJX December 2013 - March 2015
TJX December 2012 - December 2013
Citizens Bank February 2010 - December 2012
SunPath LLC February 2009 - May 2009
Wachovia Bank November 2004 - October 2008
First Union National Bank September 1995 - September 1997
Skills
Outlook, Visio, Banking, Microsoft Excel, Access, Loans, Lotus Notes, Administrative..., Credit, Project Management, Data Management, Disaster Recovery, SharePoint, RFP Generation, RFP Design, Event Planning, Business Analysis
Education
State University of New York at Binghamton 1993 — 1995
BA, English
Broome Community College 1991 — 1993
AA, Liberal Arts
Frontier Systems April 2015 - Present
TJX December 2013 - March 2015
TJX December 2012 - December 2013
Citizens Bank February 2010 - December 2012
SunPath LLC February 2009 - May 2009
Wachovia Bank November 2004 - October 2008
First Union National Bank September 1995 - September 1997
Skills
Outlook, Visio, Banking, Microsoft Excel, Access, Loans, Lotus Notes, Administrative..., Credit, Project Management, Data Management, Disaster Recovery, SharePoint, RFP Generation, RFP Design, Event Planning, Business Analysis
Education
State University of New York at Binghamton 1993 — 1995
BA, English
Broome Community College 1991 — 1993
AA, Liberal Arts
Julie (Stein) Noonan Julie (Stein) Noonan's First Union National Bank Experience March 1991 - June 1999
Job Organizational Change, Leadership Development, Talent Management
Industry Human Resources
Experience
State of Tennessee June 2012 - Present
Noonan Consulting August 2011 - June 2012
The North Highland Company June 2006 - August 2011
KeyBank September 2003 - January 2006
ernst & young July 2000 - September 2003
Palmer & Cay June 1999 - July 2000
First Union National Bank March 1991 - June 1999
Skills
Succession Planning, Performance Management, Culture Assessment, Talent Management, Employee Engagement, Onboarding, Talent Acquisition, Organizational..., Executive Coaching, Change Management, Workforce Planning, Leadership Development, Strategy, Organizational..., Management, Project Management, Training, Human Resources, Employee Relations, Personnel Management, Recruiting, Consulting, Applicant Tracking..., Employee Benefits, Organizational Design, HR Consulting, Workshop Facilitation, Career Development, Business Development, Leadership, Culture Change, Employee Training, Human Capital, Interviews, HRIS, Performance Improvement, Temporary Placement, Training Delivery, Strategic Planning
Education
Kent State University 1987 — 1990
Master of Arts
Belmont Abbey College 1981 — 1985
BA
Ashbrook High School 1978 — 1981
State of Tennessee June 2012 - Present
Noonan Consulting August 2011 - June 2012
The North Highland Company June 2006 - August 2011
KeyBank September 2003 - January 2006
ernst & young July 2000 - September 2003
Palmer & Cay June 1999 - July 2000
First Union National Bank March 1991 - June 1999
Skills
Succession Planning, Performance Management, Culture Assessment, Talent Management, Employee Engagement, Onboarding, Talent Acquisition, Organizational..., Executive Coaching, Change Management, Workforce Planning, Leadership Development, Strategy, Organizational..., Management, Project Management, Training, Human Resources, Employee Relations, Personnel Management, Recruiting, Consulting, Applicant Tracking..., Employee Benefits, Organizational Design, HR Consulting, Workshop Facilitation, Career Development, Business Development, Leadership, Culture Change, Employee Training, Human Capital, Interviews, HRIS, Performance Improvement, Temporary Placement, Training Delivery, Strategic Planning
Education
Kent State University 1987 — 1990
Master of Arts
Belmont Abbey College 1981 — 1985
BA
Ashbrook High School 1978 — 1981
Andrew Schaffernoth Andrew Schaffernoth's First Union National Bank Experience October 1987 - October 2000
Job Director of Marketing at Alta Capital Management
Industry Investment Management
Experience
Alta Capital Management January 2003 - Present
Chesapeake Advisory Group, LLC July 2002 - 2009
Strong Capital October 2000 - June 2002
First Union National Bank October 1987 - October 2000
Skills
Asset Management
Education
Campbell University 1983 — 1987
BS, Trust and Investment Management
Alta Capital Management January 2003 - Present
Chesapeake Advisory Group, LLC July 2002 - 2009
Strong Capital October 2000 - June 2002
First Union National Bank October 1987 - October 2000
Skills
Asset Management
Education
Campbell University 1983 — 1987
BS, Trust and Investment Management
Joseph Crespillo Joseph Crespillo's First Union National Bank Experience 1986 - 1999
Job Real Estate/Mortgage Broker
Industry Real Estate
Experience
HUD 2010 - Present
Sellstate Realty First 1997 - Present
Realty First Real Estate and Mortgage Services January 1996 - Present
First Union National Bank 1986 - 1999
Skills
REO, First Time Home Buyers, Short Sales, Loans, Foreclosures, Single Family Homes, Investors, Buyer Representation, Listings, Investment Properties, Finance, HUD, FHA, Condos, Mortgage Lending, New Home Sales, Real Estate Transactions, Referrals, Relocation, Residential Homes, Sellers
Education
California State University-Chico 1973 — 1975
MassComm, Radio and Television
HUD 2010 - Present
Sellstate Realty First 1997 - Present
Realty First Real Estate and Mortgage Services January 1996 - Present
First Union National Bank 1986 - 1999
Skills
REO, First Time Home Buyers, Short Sales, Loans, Foreclosures, Single Family Homes, Investors, Buyer Representation, Listings, Investment Properties, Finance, HUD, FHA, Condos, Mortgage Lending, New Home Sales, Real Estate Transactions, Referrals, Relocation, Residential Homes, Sellers
Education
California State University-Chico 1973 — 1975
MassComm, Radio and Television
Bill Boswell's First Union National Bank Experience December 1979 - December 2000
Job Palmetto Trust
Industry Financial Services
Experience
Palmetto Trust March 2015 - Present
Palmetto Trust May 2013 - March 2015
Invitations on Main March 2004 - March 2014
Synovus April 2009 - February 2011
US Trust June 2004 - March 2009
First Citizens Bank & Trust of South Carolina April 2003 - May 2004
First Union National Bank December 1979 - December 2000
Skills
Wealth Management, Credit, Loans, Banking, Commercial Lending, Investments, Portfolio Management, Strategic Financial..., Series 7, Asset Managment, Credit Analysis, Retirement Planning, Investment Advisory, Small Business Lending
Education
Northwestern University 1984 — 1986
Trust, National Graduate Trust School
Campbell University
Trust School, Trust
University of Georgia - Terry College of Business 1968 — 1972
BBA, International Marketing
Palmetto Trust March 2015 - Present
Palmetto Trust May 2013 - March 2015
Invitations on Main March 2004 - March 2014
Synovus April 2009 - February 2011
US Trust June 2004 - March 2009
First Citizens Bank & Trust of South Carolina April 2003 - May 2004
First Union National Bank December 1979 - December 2000
Skills
Wealth Management, Credit, Loans, Banking, Commercial Lending, Investments, Portfolio Management, Strategic Financial..., Series 7, Asset Managment, Credit Analysis, Retirement Planning, Investment Advisory, Small Business Lending
Education
Northwestern University 1984 — 1986
Trust, National Graduate Trust School
Campbell University
Trust School, Trust
University of Georgia - Terry College of Business 1968 — 1972
BBA, International Marketing
Bill Allen Bill Allen's First Union National Bank Experience January 1991 - January 1994
Job Vice President and Southeast Area Manager at US Bank Equipment Finance
Industry Financial Services
Experience
US Bank Equipment Finance June 2014 - Present
TD Equipment Finance, Inc., a subsidiary of TD Bank, N.A. June 2011 - May 2014
Summit Funding Group, Inc. November 2009 - November 2010
Key Equipment Finance April 2007 - September 2009
Synovus Capital Finance 2002 - 2007
LaSalle National Leasing Corporation January 1999 - January 2002
GE Capital January 1997 - January 1999
First Union Leasing Group January 1995 - January 1997
First Union National Bank January 1991 - January 1994
First Union National Bank January 1989 - January 1991
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Loans, New Business Development, Sales, Finance, Credit, Risk Management, Pricing, Underwriting, Portfolio Management, Financial Analysis, Loan Origination, Financial Services, Negotiation, Commercial Finance, Asset Based Lending, Structured Finance, Financial Structuring, Relationship Management, Consumer Lending, Capital Markets, Credit Risk, Banking, Commercial Real Estate, Mortgage Banking, Asset Management, Financial Modeling, Executive Management, Business Development, Treasury Management, CRM, Real Estate Economics, Strategic Partnerships, Leadership, Small Business Lending, Retail Banking, Mergers & Acquisitions, Investments, Commercial Mortgages, Lines Of Credit, Corporate Finance, Financial Risk, Cash Management, Sales Operations, Building Relationships
Education
Brown University 1979 — 1983
Bachelor of Arts, Political Science
US Bank Equipment Finance June 2014 - Present
TD Equipment Finance, Inc., a subsidiary of TD Bank, N.A. June 2011 - May 2014
Summit Funding Group, Inc. November 2009 - November 2010
Key Equipment Finance April 2007 - September 2009
Synovus Capital Finance 2002 - 2007
LaSalle National Leasing Corporation January 1999 - January 2002
GE Capital January 1997 - January 1999
First Union Leasing Group January 1995 - January 1997
First Union National Bank January 1991 - January 1994
First Union National Bank January 1989 - January 1991
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Loans, New Business Development, Sales, Finance, Credit, Risk Management, Pricing, Underwriting, Portfolio Management, Financial Analysis, Loan Origination, Financial Services, Negotiation, Commercial Finance, Asset Based Lending, Structured Finance, Financial Structuring, Relationship Management, Consumer Lending, Capital Markets, Credit Risk, Banking, Commercial Real Estate, Mortgage Banking, Asset Management, Financial Modeling, Executive Management, Business Development, Treasury Management, CRM, Real Estate Economics, Strategic Partnerships, Leadership, Small Business Lending, Retail Banking, Mergers & Acquisitions, Investments, Commercial Mortgages, Lines Of Credit, Corporate Finance, Financial Risk, Cash Management, Sales Operations, Building Relationships
Education
Brown University 1979 — 1983
Bachelor of Arts, Political Science
Angela M. Cunningham, CSSGB's First Union National Bank Experience 2000 - 2001
Job Project Delivery Coordinator
Industry Financial Services
Experience
TIAA-CREF 2015 - 2015
Wells Fargo 2014 - 2014
Bank of America 2001 - 2013
First Union National Bank 2000 - 2001
WCNC-TV 1994 - 2000
Skills
Project Management, Change Management, SharePoint, Customer Service, Business Analysis, Training, Microsoft Excel, Process Improvement, Visio, Banking, Team Building, PowerPoint, Six Sigma, Event Management, Outlook, Executive Reporting, Analysis, Business Process..., Budgets, PMO, SDLC, Agile Methodologies, Agile Project Management, Agile & Waterfall..., Microsoft Office, Office Administration, Office Management, Office Equipment, Full SDLC, PLC, Microsoft Project, Vendor Relationship..., Onboarding, Presentations, Compliance Management
Education
Bloomfield College
Business Administration Coursework
Nassau Community College
Advertising Art Coursework
TIAA-CREF 2015 - 2015
Wells Fargo 2014 - 2014
Bank of America 2001 - 2013
First Union National Bank 2000 - 2001
WCNC-TV 1994 - 2000
Skills
Project Management, Change Management, SharePoint, Customer Service, Business Analysis, Training, Microsoft Excel, Process Improvement, Visio, Banking, Team Building, PowerPoint, Six Sigma, Event Management, Outlook, Executive Reporting, Analysis, Business Process..., Budgets, PMO, SDLC, Agile Methodologies, Agile Project Management, Agile & Waterfall..., Microsoft Office, Office Administration, Office Management, Office Equipment, Full SDLC, PLC, Microsoft Project, Vendor Relationship..., Onboarding, Presentations, Compliance Management
Education
Bloomfield College
Business Administration Coursework
Nassau Community College
Advertising Art Coursework
Anissa L Jones's First Union National Bank Experience April 1997 - April 2001
Job Lease Abstraction Specialist at Family Dollar
Industry Retail
Experience
Family Dollar June 2014 - Present
Family Dollar July 2007 - May 2014
Concord Telecommunications Company June 2004 - July 2007
Anthem BCBS Southeast May 2001 - May 2003
First Union National Bank April 1997 - April 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, General Ledger, Accounting, Data Entry
Education
California State University-Los Angeles 1994 — 1996
None, Criminal Justice/Law Enforcement Administration
El Camino Community College
Family Dollar June 2014 - Present
Family Dollar July 2007 - May 2014
Concord Telecommunications Company June 2004 - July 2007
Anthem BCBS Southeast May 2001 - May 2003
First Union National Bank April 1997 - April 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, General Ledger, Accounting, Data Entry
Education
California State University-Los Angeles 1994 — 1996
None, Criminal Justice/Law Enforcement Administration
El Camino Community College
Nicole Calantoni Nicole Calantoni's First Union National Bank Experience 1996 - 2000
Job Sales Assistant
Industry Financial Services
Experience
One Financial Services January 2015 - Present
Janney Montgomery Scott April 2000 - December 2014
First Union National Bank 1996 - 2000
Skills
Series 7, Mutual Funds, Customer Service, Wealth Management, Series 63, Investments, Retirement Planning
Education
Bloomsburg University of Pennsylvania 1992 — 1994
Bachelor of Arts (B.A.), Marketing
University of Pittsburgh 1990 — 1992
One Financial Services January 2015 - Present
Janney Montgomery Scott April 2000 - December 2014
First Union National Bank 1996 - 2000
Skills
Series 7, Mutual Funds, Customer Service, Wealth Management, Series 63, Investments, Retirement Planning
Education
Bloomsburg University of Pennsylvania 1992 — 1994
Bachelor of Arts (B.A.), Marketing
University of Pittsburgh 1990 — 1992
David Kruis David Kruis's First Union National Bank Experience April 1984 - May 1990
Job Registered Investment Advisor @Belleair Wealth Management
Industry Investment Management
Experience
Belleair Wealth Management March 2015 - Present
Fortune Bank February 1990 - May 1992
First Union National Bank April 1984 - May 1990
Skills
Investments, Financial Planning, Insurance, Social Security Benefit..., Strategic Financial..., Portfolio Management, Mutual Funds, Investment Strategies, Financial Advisory, Finance, Life Insurance, Financial Services, Wealth, Wealth Management, Risk Management, Retirement Planning, Management, Bonds, Marketing, Strategic Planning, Banking, Qualified Retirement..., Small Business..., Asset Management, Retirement, Asset Allocation, Long-term Care
Education
Calvin College 1968 — 1972
BA, Busness Mangement / Economics
Belleair Wealth Management March 2015 - Present
Fortune Bank February 1990 - May 1992
First Union National Bank April 1984 - May 1990
Skills
Investments, Financial Planning, Insurance, Social Security Benefit..., Strategic Financial..., Portfolio Management, Mutual Funds, Investment Strategies, Financial Advisory, Finance, Life Insurance, Financial Services, Wealth, Wealth Management, Risk Management, Retirement Planning, Management, Bonds, Marketing, Strategic Planning, Banking, Qualified Retirement..., Small Business..., Asset Management, Retirement, Asset Allocation, Long-term Care
Education
Calvin College 1968 — 1972
BA, Busness Mangement / Economics
Charles Ross Ed.S.'s First Union National Bank Experience March 1981 - February 1988
Job Educator at Gwinnett County Public Schools, PhD candidate
Industry Education Management
Experience
Gwinnett County Public Schools August 2015 - Present
Dekalb County School District July 2011 - July 2015
American General Life and Accident April 2012 - December 2012
Allstate August 2008 - December 2011
AIG/VALIC June 2007 - August 2008
Ross Financial Services February 1988 - June 2007
Financial Media Services, Inc. January 1988 - June 2007
First Union National Bank March 1981 - February 1988
Skills
Insurance, Public Speaking, IRAs, Retirement Planning, Retirement, Non-profits, Fixed Annuities, Educational Consulting, Life Insurance, Personal Finance, Long-term Care, Budgets, Financial Education, Term Life Insurance, Mutual Funds, Disability Insurance, Series 63, Strategic Financial..., Management, Nonprofits, Investments, Financial Services, Marketing, Finance, Sales, Small Business
Education
Capella University 2012 — 2015
Doctor of Philosophy (Ph.D.), Curriculum and Instruction
Western Governors University 2008 — 2011
Masters Degree, Elementary Education
The University of Georgia 1975 — 1979
Bachelor of Arts (B.A.), Journalism
Gwinnett County Public Schools August 2015 - Present
Dekalb County School District July 2011 - July 2015
American General Life and Accident April 2012 - December 2012
Allstate August 2008 - December 2011
AIG/VALIC June 2007 - August 2008
Ross Financial Services February 1988 - June 2007
Financial Media Services, Inc. January 1988 - June 2007
First Union National Bank March 1981 - February 1988
Skills
Insurance, Public Speaking, IRAs, Retirement Planning, Retirement, Non-profits, Fixed Annuities, Educational Consulting, Life Insurance, Personal Finance, Long-term Care, Budgets, Financial Education, Term Life Insurance, Mutual Funds, Disability Insurance, Series 63, Strategic Financial..., Management, Nonprofits, Investments, Financial Services, Marketing, Finance, Sales, Small Business
Education
Capella University 2012 — 2015
Doctor of Philosophy (Ph.D.), Curriculum and Instruction
Western Governors University 2008 — 2011
Masters Degree, Elementary Education
The University of Georgia 1975 — 1979
Bachelor of Arts (B.A.), Journalism
Virginia Rush Virginia Rush's First Union National Bank Experience 1984 - 1999
Job Event planner for The Wyomissing Foundation
Industry Philanthropy
Experience
The Wyomissing Foundation October 2015 - Present
Rush2 Realty LLC October 2005 - Present
Colonial Oaks Foundation March 2013 - October 2015
First Union National Bank 1984 - 1999
Meridian Bank/Corestates Bank/First Union Bank 1984 - 1999
Skills
Philanthropy, Confidentiality, Team-oriented, Strategic Planning, Organization, Customer Service, Passion for Helping..., Highly Dedicated, Fundraising, Management, Nonprofits, Wealth Management, Leadership Development, Board Development, Volunteer Management, Event Planning, Leadership, Public Relations, Grants
Education
Gettysburg College 1980 — 1984
B.A., Business Administration
Holy Name High School 1976 — 1980
High School diploma, A.P., honors, National Honor Society
Bucknell University
Certificate, Advanced School of Banking
The Wyomissing Foundation October 2015 - Present
Rush2 Realty LLC October 2005 - Present
Colonial Oaks Foundation March 2013 - October 2015
First Union National Bank 1984 - 1999
Meridian Bank/Corestates Bank/First Union Bank 1984 - 1999
Skills
Philanthropy, Confidentiality, Team-oriented, Strategic Planning, Organization, Customer Service, Passion for Helping..., Highly Dedicated, Fundraising, Management, Nonprofits, Wealth Management, Leadership Development, Board Development, Volunteer Management, Event Planning, Leadership, Public Relations, Grants
Education
Gettysburg College 1980 — 1984
B.A., Business Administration
Holy Name High School 1976 — 1980
High School diploma, A.P., honors, National Honor Society
Bucknell University
Certificate, Advanced School of Banking
Cathy Seymour Cathy Seymour's First Union National Bank Experience 1985 - 2000
Job Lead Instructional Designer at Amtrak
Industry Transportation/Trucking/Railroad
Experience
Amtrak May 2013 - Present
Keynote Consulting, Inc. February 2003 - Present
Time Warner Cable April 2010 - September 2012
Synovus Financial Corporation July 2006 - April 2010
Dynamic Corporate Solutions, Inc. January 2003 - January 2006
First Union National Bank 1985 - 2000
Skills
Instructional Design, E-Learning, Instructor-led Training, ADDIE, Blended Learning, Needs Analysis, Lectora, Captivate, Job Aids, Training Delivery, Adult Education, Learning Management..., SnagIt, Leadership Development, Instructional Technology, Content Development, Technical Writing, Educational Technology, Hands-on Training, Training, Technical Training, Curriculum Development, Employee Training, Software Documentation, Performance Improvement, SCORM, Workshop Facilitation, Articulate Studio, Call Centers, Multimedia, Performance Consulting, WebEx, ILT, Organizational Learning, Knowledge Management, Leadership, Coaching, Adult Learning Theory, Mobile Learning, Webinars, Interviews, Virtual Training, Adobe eLearning Suite, Training Needs Analysis, Human Performance, Camtasia, Distance Learning, Curriculum Design, Moodle, Technology Needs...
Education
Capella University 2003 — 2006
Master of Science, Education, major Instructional Design, 4.0
University of South Florida 1999 — 2003
BA, Interdisciplinary Studies, 4.0
Amtrak May 2013 - Present
Keynote Consulting, Inc. February 2003 - Present
Time Warner Cable April 2010 - September 2012
Synovus Financial Corporation July 2006 - April 2010
Dynamic Corporate Solutions, Inc. January 2003 - January 2006
First Union National Bank 1985 - 2000
Skills
Instructional Design, E-Learning, Instructor-led Training, ADDIE, Blended Learning, Needs Analysis, Lectora, Captivate, Job Aids, Training Delivery, Adult Education, Learning Management..., SnagIt, Leadership Development, Instructional Technology, Content Development, Technical Writing, Educational Technology, Hands-on Training, Training, Technical Training, Curriculum Development, Employee Training, Software Documentation, Performance Improvement, SCORM, Workshop Facilitation, Articulate Studio, Call Centers, Multimedia, Performance Consulting, WebEx, ILT, Organizational Learning, Knowledge Management, Leadership, Coaching, Adult Learning Theory, Mobile Learning, Webinars, Interviews, Virtual Training, Adobe eLearning Suite, Training Needs Analysis, Human Performance, Camtasia, Distance Learning, Curriculum Design, Moodle, Technology Needs...
Education
Capella University 2003 — 2006
Master of Science, Education, major Instructional Design, 4.0
University of South Florida 1999 — 2003
BA, Interdisciplinary Studies, 4.0
Charles Stafford Charles Stafford's First Union National Bank Experience June 2000 - December 2001
Job VP, Compliance Consultant
Industry Financial Services
Experience
Wells Fargo Wealth, Brokerage & Retirement July 2015 - Present
Bank of America Merchant Services January 2015 - July 2015
Wells Fargo Wealth Management - Governance March 2014 - December 2014
Wells Fargo Wealth Management - Testing July 2011 - February 2014
Wells Fargo Law Department - Litigation Section October 2008 - July 2011
Wachovia Corporation October 2005 - October 2008
Wachovia Corporation August 2004 - October 2005
Wachovia Bank January 2002 - July 2004
First Union National Bank June 2000 - December 2001
First Union National Bank February 1998 - September 1999
Skills
Banking, Risk Management, Litigation, Litigation Support, Legal Research, Legal Writing, Mortgage Lending, Process Improvement, Regulations, Negotiation, Business Process Mapping, Statistics, Databases, Lean Manufacturing, Compliance Testing, Business Intelligence..., Data Mining, Statistical Data..., Six Sigma, Lean Tools, Relational Data Modeling, UDAAP, Fair Lending, Privacy Compliance, RESPA, TILA, Reg Z, Reg E, Real Estate Financing, Complaint Management, Financial Regulation, Securities, Leadership, Customer Service, Management, Financial Services, Financial Risk, Credit
Education
Charlotte School of Law 2010 — 2014
Juris Doctor (J.D.), Law
Capella University
Bachelor's Degree, Finance
Wells Fargo Wealth, Brokerage & Retirement July 2015 - Present
Bank of America Merchant Services January 2015 - July 2015
Wells Fargo Wealth Management - Governance March 2014 - December 2014
Wells Fargo Wealth Management - Testing July 2011 - February 2014
Wells Fargo Law Department - Litigation Section October 2008 - July 2011
Wachovia Corporation October 2005 - October 2008
Wachovia Corporation August 2004 - October 2005
Wachovia Bank January 2002 - July 2004
First Union National Bank June 2000 - December 2001
First Union National Bank February 1998 - September 1999
Skills
Banking, Risk Management, Litigation, Litigation Support, Legal Research, Legal Writing, Mortgage Lending, Process Improvement, Regulations, Negotiation, Business Process Mapping, Statistics, Databases, Lean Manufacturing, Compliance Testing, Business Intelligence..., Data Mining, Statistical Data..., Six Sigma, Lean Tools, Relational Data Modeling, UDAAP, Fair Lending, Privacy Compliance, RESPA, TILA, Reg Z, Reg E, Real Estate Financing, Complaint Management, Financial Regulation, Securities, Leadership, Customer Service, Management, Financial Services, Financial Risk, Credit
Education
Charlotte School of Law 2010 — 2014
Juris Doctor (J.D.), Law
Capella University
Bachelor's Degree, Finance
John Zullo's First Union National Bank Experience June 1997 - July 1998
Job Major Account Executive at TransUnion
Industry Financial Services
Experience
TransUnion December 2002 - Present
Electronic Data Systems December 1999 - November 2002
TransUnion July 1998 - December 1999
First Union National Bank June 1997 - July 1998
Bear Stearns May 1994 - June 1997
Skills
Credit, Salesforce.com, Selling, Call Centers, Analytics, Account Management, Customer Retention, Solution Selling, Sales, Sales Operations, Lead Generation, Customer Acquisition, Relationship Management, CRM, Business Analysis, Process Improvement, Risk Management
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2004
MBA Candidate
Bloomsburg University of Pennsylvania 1992 — 1994
BSBA, Finance
TransUnion December 2002 - Present
Electronic Data Systems December 1999 - November 2002
TransUnion July 1998 - December 1999
First Union National Bank June 1997 - July 1998
Bear Stearns May 1994 - June 1997
Skills
Credit, Salesforce.com, Selling, Call Centers, Analytics, Account Management, Customer Retention, Solution Selling, Sales, Sales Operations, Lead Generation, Customer Acquisition, Relationship Management, CRM, Business Analysis, Process Improvement, Risk Management
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2004
MBA Candidate
Bloomsburg University of Pennsylvania 1992 — 1994
BSBA, Finance
Melissa Fenner Melissa Fenner's First Union National Bank Experience January 1999 - January 2001
Job SBA Business Development Officer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2014 - Present
Stonegate Bank June 2012 - June 2013
Fifth Third Bank August 2010 - July 2012
Wachovia, A Wells Fargo Company July 2001 - July 2010
SunTrust Bank 2005 - 2007
First Union National Bank January 1999 - January 2001
Skills
Development Of Teams, Detailed Analysis, Collaborative Leadership, Sales Management, Curriculum Development, Project Execution, Cash Management, Commercial Lending, Treasury Management, Team Building, Performance Management, Training, Leadership
Education
Capella University 2007 — 2012
candidate for BS, Business Admin - HR Management, 4
Wayne High School 1989 — 1992
Wells Fargo 2014 - Present
Stonegate Bank June 2012 - June 2013
Fifth Third Bank August 2010 - July 2012
Wachovia, A Wells Fargo Company July 2001 - July 2010
SunTrust Bank 2005 - 2007
First Union National Bank January 1999 - January 2001
Skills
Development Of Teams, Detailed Analysis, Collaborative Leadership, Sales Management, Curriculum Development, Project Execution, Cash Management, Commercial Lending, Treasury Management, Team Building, Performance Management, Training, Leadership
Education
Capella University 2007 — 2012
candidate for BS, Business Admin - HR Management, 4
Wayne High School 1989 — 1992
Lyndon Allen Lyndon Allen's First Union National Bank Experience 1997 - 1998
Job President and Founder at Total Life Victory
Industry Religious Institutions
Experience
Woodmont Bible Church October 2012 - Present
Total Life Victory November 2011 - Present
Bethel World Outreach Center May 2007 - November 2011
Schering July 1999 - March 2007
Barrington Homebuyers 2005 - 2006
First Union National Bank 1997 - 1998
Skills
Pastoral Counseling, Social Networking, Social Media, Customer Service, Selling Skills, Strategic Planning, Product Launch, Change Management, Cross-functional Team..., Business Strategy, New Business Development, Long-term Customer..., Diversity & Inclusion, Exceeding Targets, Leadership Development, Growth Strategies, Strategic Vision, Analysis, Budgets, Coaching, Community Outreach, Entrepreneurship, Fundraising, Marketing, Organizational..., Sales, Start-ups, Strategy, Teaching, Church Events, Discipleship, Leadership, Missions, Religion, Sales Operations, Team Building, Spiritual Direction, Motivational Speaking, Training, Employee Training, Blogging, Music, Conflict Resolution, Direct Sales, Editing, Hebrew, Executive Coaching, Evangelism
Education
Biola University 1992 — 1994
Organizational Leadership/Industrial Psychology, Business/Commerce, General, 3.8
Woodmont Bible Church October 2012 - Present
Total Life Victory November 2011 - Present
Bethel World Outreach Center May 2007 - November 2011
Schering July 1999 - March 2007
Barrington Homebuyers 2005 - 2006
First Union National Bank 1997 - 1998
Skills
Pastoral Counseling, Social Networking, Social Media, Customer Service, Selling Skills, Strategic Planning, Product Launch, Change Management, Cross-functional Team..., Business Strategy, New Business Development, Long-term Customer..., Diversity & Inclusion, Exceeding Targets, Leadership Development, Growth Strategies, Strategic Vision, Analysis, Budgets, Coaching, Community Outreach, Entrepreneurship, Fundraising, Marketing, Organizational..., Sales, Start-ups, Strategy, Teaching, Church Events, Discipleship, Leadership, Missions, Religion, Sales Operations, Team Building, Spiritual Direction, Motivational Speaking, Training, Employee Training, Blogging, Music, Conflict Resolution, Direct Sales, Editing, Hebrew, Executive Coaching, Evangelism
Education
Biola University 1992 — 1994
Organizational Leadership/Industrial Psychology, Business/Commerce, General, 3.8
Naida Gould Naida Gould's First Union National Bank Experience May 2001 - January 2003
Job Owner/CFO at Gould Design Inc.
Industry Construction
Experience
Gould Design Inc. March 2008 - Present
Gould Design Consultants January 2006 - March 2008
First Union National Bank May 2001 - January 2003
Speedway LLC March 1999 - April 2000
Publix March 1997 - March 1999
Skills
Customer Satisfaction, Accounting, Organizing, Customer Service, Budgets, Truss, Microsoft Excel, Purchasing, Team Building, Microsoft Office, Microsoft Word, Mitek, Strategic Planning, Team Leadership, Training, Inventory Control, New Business Development, Leadership, Walls, Time Management, Management, Construction Management, Construction, Small Business, Process Scheduler, Contract Negotiation, Sales Management
Education
Florida Community College at Jacksonville 1995 — 1998
AA Degree, Early Education
Brookdale Community College 1994 — 1995
Associate of Arts (AA), Early Childhood Education and Teaching
Marlboro High School - Marlboro, NJ 1990 — 1994
High School Diploma, Basic Academic
Gould Design Inc. March 2008 - Present
Gould Design Consultants January 2006 - March 2008
First Union National Bank May 2001 - January 2003
Speedway LLC March 1999 - April 2000
Publix March 1997 - March 1999
Skills
Customer Satisfaction, Accounting, Organizing, Customer Service, Budgets, Truss, Microsoft Excel, Purchasing, Team Building, Microsoft Office, Microsoft Word, Mitek, Strategic Planning, Team Leadership, Training, Inventory Control, New Business Development, Leadership, Walls, Time Management, Management, Construction Management, Construction, Small Business, Process Scheduler, Contract Negotiation, Sales Management
Education
Florida Community College at Jacksonville 1995 — 1998
AA Degree, Early Education
Brookdale Community College 1994 — 1995
Associate of Arts (AA), Early Childhood Education and Teaching
Marlboro High School - Marlboro, NJ 1990 — 1994
High School Diploma, Basic Academic
Darren Braun's First Union National Bank Experience May 1995 - December 2002
Job Experienced banker and financial professional
Industry Banking
Experience
N/A Licensed Personal Banker IIWells FargoJuly 2011 - May 2015
Wachovia Bank January 2003 - June 2011
First Union National Bank May 1995 - December 2002
First Union National Bank June 1992 - April 1995
First Union National Bank January 1989 - May 1992
Skills
Banking, Credit, Loans, Customer Service, Retail Banking, Mortgage Lending, Financial Analysis, Credit Analysis, Finance, Portfolio Management, Operations, Consumer Lending, Small Business Lending
Education
Broward College 1990 — 1994
Associate of Arts (AA)
N/A Licensed Personal Banker IIWells FargoJuly 2011 - May 2015
Wachovia Bank January 2003 - June 2011
First Union National Bank May 1995 - December 2002
First Union National Bank June 1992 - April 1995
First Union National Bank January 1989 - May 1992
Skills
Banking, Credit, Loans, Customer Service, Retail Banking, Mortgage Lending, Financial Analysis, Credit Analysis, Finance, Portfolio Management, Operations, Consumer Lending, Small Business Lending
Education
Broward College 1990 — 1994
Associate of Arts (AA)
Maria Ilarina's First Union National Bank Experience January 1997 - December 1997
Job VP, Chase Mortgage Banking Servicing Program Management
Industry Financial Services
Experience
Chase August 2010 - Present
HCL CapitalStream September 2007 - August 2010
EMC Mortgage Corporation April 2002 - September 2007
Fiserv Lending Solutions 1998 - 2002
Wachovia fka First Union National Bank January 1998 - October 1998
First Union National Bank January 1997 - December 1997
First Union Master Servicing January 1996 - December 1996
Bear Stearns 1994 - 1995
Skills
Program Management, Risk Management, Business Process..., SDLC, Project Management, Process Improvement, Business Development, Business Intelligence, Management, Leadership, Change Management, Business Analysis, Training, Consulting, Visio, Credit
Education
Baylor University - Hankamer School of Business 1988 — 1992
BBA, Management Information Systems
Notre Dame High School in Wichita Falls, TX 1984 — 1988
Midwestern State University
Chase August 2010 - Present
HCL CapitalStream September 2007 - August 2010
EMC Mortgage Corporation April 2002 - September 2007
Fiserv Lending Solutions 1998 - 2002
Wachovia fka First Union National Bank January 1998 - October 1998
First Union National Bank January 1997 - December 1997
First Union Master Servicing January 1996 - December 1996
Bear Stearns 1994 - 1995
Skills
Program Management, Risk Management, Business Process..., SDLC, Project Management, Process Improvement, Business Development, Business Intelligence, Management, Leadership, Change Management, Business Analysis, Training, Consulting, Visio, Credit
Education
Baylor University - Hankamer School of Business 1988 — 1992
BBA, Management Information Systems
Notre Dame High School in Wichita Falls, TX 1984 — 1988
Midwestern State University
Hugh Love's First Union National Bank Experience December 1998 - March 2000
Job Team Member Portal Service & Support Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2009 - Present
Wachovia Bank November 2005 - Present
Wachovia Bank May 2003 - October 2005
Wachovia Bank April 2000 - April 2003
First Union National Bank December 1998 - March 2000
Bank of Yazoo City November 1997 - November 1998
Bank of Yazoo City January 1995 - November 1997
Bank of Yazoo City March 1993 - December 1994
National Bank of Commerce June 1992 - February 1993
National Bank of Commerce October 1991 - May 1992
Education
University of North Carolina at Charlotte 2002 — 2006
MS, Information Technology Management
Boston University 2000 — 2002
Masters Certificate, Project Management
Mississippi State University 1986 — 1991
BBA, Banking and Finance
Mississippi State University 1986 — 1991
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Wells Fargo May 2009 - Present
Wachovia Bank November 2005 - Present
Wachovia Bank May 2003 - October 2005
Wachovia Bank April 2000 - April 2003
First Union National Bank December 1998 - March 2000
Bank of Yazoo City November 1997 - November 1998
Bank of Yazoo City January 1995 - November 1997
Bank of Yazoo City March 1993 - December 1994
National Bank of Commerce June 1992 - February 1993
National Bank of Commerce October 1991 - May 1992
Education
University of North Carolina at Charlotte 2002 — 2006
MS, Information Technology Management
Boston University 2000 — 2002
Masters Certificate, Project Management
Mississippi State University 1986 — 1991
BBA, Banking and Finance
Mississippi State University 1986 — 1991
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Donna Weaver's First Union National Bank Experience February 1992 - March 1993
Job Director of Operations
Industry Information Technology and Services
Experience
ICGI August 2007 - April 2010
Self Employed January 2001 - August 2007
Ryder System, Inc. February 1997 - December 2000
American Bankers March 1993 - December 1996
First Union National Bank February 1992 - March 1993
Southeast Bank 1981 - 1992
Skills
Project Management, Business Continuity, Data Center, IT Operations, IT Service Management, Outsourcing, Disaster Recovery, Security, Team Leadership, Business Analysis, Information Technology, SharePoint, Risk Management, IT Management, Change Management, Process Improvement, Management, Telecommunications, Networking, Infrastructure, IT Strategy, Team Building, Integration, Servers, Vendor Management, SDLC, Program Management, System Deployment, Cloud Computing
Education
Barry University 1981 — 1983
MBA, Business
ICGI August 2007 - April 2010
Self Employed January 2001 - August 2007
Ryder System, Inc. February 1997 - December 2000
American Bankers March 1993 - December 1996
First Union National Bank February 1992 - March 1993
Southeast Bank 1981 - 1992
Skills
Project Management, Business Continuity, Data Center, IT Operations, IT Service Management, Outsourcing, Disaster Recovery, Security, Team Leadership, Business Analysis, Information Technology, SharePoint, Risk Management, IT Management, Change Management, Process Improvement, Management, Telecommunications, Networking, Infrastructure, IT Strategy, Team Building, Integration, Servers, Vendor Management, SDLC, Program Management, System Deployment, Cloud Computing
Education
Barry University 1981 — 1983
MBA, Business
Erik Spitzer's First Union National Bank Experience June 1997 - September 1999
Job Sr. Financial Analyst at Comcast Cable
Industry Broadcast Media
Experience
Comcast Cable September 2005 - Present
Kraft Foods October 2004 - September 2005
The Morning Call September 1999 - September 2004
The Morning Call 1999 - 2004
First Union National Bank June 1997 - September 1999
American General Finance 1997 - 1997
The Guardian Life Insurance 1995 - 1997
Education
Lehigh University - College of Business and Economics 2000 — 2002
Bloomsburg University of Pennsylvania 1991 — 1995
BA, Finance
Comcast Cable September 2005 - Present
Kraft Foods October 2004 - September 2005
The Morning Call September 1999 - September 2004
The Morning Call 1999 - 2004
First Union National Bank June 1997 - September 1999
American General Finance 1997 - 1997
The Guardian Life Insurance 1995 - 1997
Education
Lehigh University - College of Business and Economics 2000 — 2002
Bloomsburg University of Pennsylvania 1991 — 1995
BA, Finance
Timothy Ludwig's First Union National Bank Experience 1993 - 2005
Job Operations Executive / CISO
Industry Management Consulting
Experience
JPMorgan Chase July 2013 - Present
MT&L January 2011 - May 2013
Integrated Printing Solutions 2009 - 2011
Business Logistic Services January 2007 - June 2008
Wachovia October 1993 - January 2007
First Union (Wachovia) 1993 - 2007
First Union National Bank 1993 - 2005
AT&T Universal Card Services 1990 - 1993
AT&T Universal Card 1990 - 1993
Citibank 1985 - 1990
Skills
Budgets, Operations Management, Securities, Process Improvement, New Business Development, Financial Services, Product Management, Risk Management, Coaching, Team Leadership, Sales Management, Vendor Management, Management, Team Management, Customer Service, Strategic Planning, Customer Satisfaction, Business Strategy, Team Building, Change Management, Analysis, Cross-functional Team..., Sales, Business Development, Credit Cards, Marketing Strategy, Strategy, Project Management, Banking, Account Management, Leadership, Business Process..., Inventory Management, Executive Management, Manufacturing, CRM, Transaction Processing, Start-ups, P&L Management, Program Management, Mergers & Acquisitions, Outsourcing, Business Planning, Product Development, Six Sigma, Competitive Analysis, Contract Negotiation, Strategic Partnerships, Management Consulting, Business Analysis
Education
Briar Cliff University 1980 — 1985
JPMorgan Chase July 2013 - Present
MT&L January 2011 - May 2013
Integrated Printing Solutions 2009 - 2011
Business Logistic Services January 2007 - June 2008
Wachovia October 1993 - January 2007
First Union (Wachovia) 1993 - 2007
First Union National Bank 1993 - 2005
AT&T Universal Card Services 1990 - 1993
AT&T Universal Card 1990 - 1993
Citibank 1985 - 1990
Skills
Budgets, Operations Management, Securities, Process Improvement, New Business Development, Financial Services, Product Management, Risk Management, Coaching, Team Leadership, Sales Management, Vendor Management, Management, Team Management, Customer Service, Strategic Planning, Customer Satisfaction, Business Strategy, Team Building, Change Management, Analysis, Cross-functional Team..., Sales, Business Development, Credit Cards, Marketing Strategy, Strategy, Project Management, Banking, Account Management, Leadership, Business Process..., Inventory Management, Executive Management, Manufacturing, CRM, Transaction Processing, Start-ups, P&L Management, Program Management, Mergers & Acquisitions, Outsourcing, Business Planning, Product Development, Six Sigma, Competitive Analysis, Contract Negotiation, Strategic Partnerships, Management Consulting, Business Analysis
Education
Briar Cliff University 1980 — 1985
Jeff Hurston's First Union National Bank Experience October 1994 - May 2000
Job Senior Director, Enterprise Business Intelligence & Marketing Automation at Time Warner Cable
Industry Information Technology and Services
Experience
Time Warner Cable January 2008 - Present
HSBC Consumer and Mortgage Lending May 2006 - November 2007
HSBC Mortgage Services May 2006 - December 2006
Wachovia, A Wells Fargo Company June 2000 - April 2006
First Union National Bank October 1994 - May 2000
Skills
Analytics, Product Management, Database Marketing, Multi-channel Marketing, Data Integration, Business Intelligence, Data Warehouse..., Vendor Management, Business Analysis, IT Strategy, Data Quality, Data Governance, SAS, Pegasystems PRPC, IBM Campaign, Eloqua, Salesforce.com, Email Marketing, CRM Integration, Marketing Automation, Campaign Management, Online Marketing, Lead Generation, People Development, Team Management, Capital Budgeting, Budgets, Customer Segmentation..., Predictive Analytics, Teradata Aprimo, Microstrategy, Cognos, Tableau, Product Marketing, Enterprise Software, CRM, Marketing Strategy, E-commerce, Segmentation, Leadership, Strategy
Education
Colorado State University 1990 — 1992
MBA, Management
Bloomsburg University of Pennsylvania 1986 — 1990
BS, Marketing
Time Warner Cable January 2008 - Present
HSBC Consumer and Mortgage Lending May 2006 - November 2007
HSBC Mortgage Services May 2006 - December 2006
Wachovia, A Wells Fargo Company June 2000 - April 2006
First Union National Bank October 1994 - May 2000
Skills
Analytics, Product Management, Database Marketing, Multi-channel Marketing, Data Integration, Business Intelligence, Data Warehouse..., Vendor Management, Business Analysis, IT Strategy, Data Quality, Data Governance, SAS, Pegasystems PRPC, IBM Campaign, Eloqua, Salesforce.com, Email Marketing, CRM Integration, Marketing Automation, Campaign Management, Online Marketing, Lead Generation, People Development, Team Management, Capital Budgeting, Budgets, Customer Segmentation..., Predictive Analytics, Teradata Aprimo, Microstrategy, Cognos, Tableau, Product Marketing, Enterprise Software, CRM, Marketing Strategy, E-commerce, Segmentation, Leadership, Strategy
Education
Colorado State University 1990 — 1992
MBA, Management
Bloomsburg University of Pennsylvania 1986 — 1990
BS, Marketing
Matt Lennig's First Union National Bank Experience 1999 - August 2000
Job VP, Systems Architect at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank September 2000 - Present
First Union National Bank 1999 - August 2000
The Money Store 1997 - 1998
Bi-Tech Software 1995 - 1997
Skills
Architecture, Banking, Web Applications, SOA, Risk Management, Programming, Requirements Analysis, Apple iOS Enterprise..., Enterprise Architecture, SDLC, Business Intelligence, Program Management, Integration, Data Warehousing, Software Project..., DB2, ETL, Unix, Requirements Gathering, IT Strategy, Visio, Business Requirements, Business Analysis, SharePoint, Data Modeling, Agile Methodologies, Web Services, Solution Architecture, Application Architecture, Software Development, Architectures
Education
California State University-Chico 1993 — 1995
MS
California State University-Chico 1989 — 1993
BS
Wells Fargo Bank September 2000 - Present
First Union National Bank 1999 - August 2000
The Money Store 1997 - 1998
Bi-Tech Software 1995 - 1997
Skills
Architecture, Banking, Web Applications, SOA, Risk Management, Programming, Requirements Analysis, Apple iOS Enterprise..., Enterprise Architecture, SDLC, Business Intelligence, Program Management, Integration, Data Warehousing, Software Project..., DB2, ETL, Unix, Requirements Gathering, IT Strategy, Visio, Business Requirements, Business Analysis, SharePoint, Data Modeling, Agile Methodologies, Web Services, Solution Architecture, Application Architecture, Software Development, Architectures
Education
California State University-Chico 1993 — 1995
MS
California State University-Chico 1989 — 1993
BS
Bryon B Arganbright's First Union National Bank Experience 1999 - 2001
Job Product Manager Wells Fargo Commercial Card
Industry Banking
Experience
Wells Fargo September 2008 - Present
Wachovia November 2007 - September 2008
Wachovia May 2005 - November 2007
First Union National Bank 1999 - 2001
Education
Augusta State University - College of Business Administration 1998 — 1999
MBA, Master of Business Administration
Clarkson University 1990 — 1992
BS, Finance
SUNY Canton 1988 — 1990
AS, Business Administration
Wells Fargo September 2008 - Present
Wachovia November 2007 - September 2008
Wachovia May 2005 - November 2007
First Union National Bank 1999 - 2001
Education
Augusta State University - College of Business Administration 1998 — 1999
MBA, Master of Business Administration
Clarkson University 1990 — 1992
BS, Finance
SUNY Canton 1988 — 1990
AS, Business Administration
Helen Ly's First Union National Bank Experience April 1998 - August 1999
Job Accounting, Finance, & Cognos Report Developer
Industry Financial Services
Experience
Hearst Newspaper February 2009 - Present
San Francisco Chronicle May 2006 - February 2009
Learn iT! June 2001 - May 2006
National Media Technologies, Inc. August 1999 - May 2001
First Union National Bank April 1998 - August 1999
TIAA-CREF April 1997 - April 1998
Weissman & Rudnitsky, CPA; Padell, Nadell, Fine Weinberger & Co. September 1992 - April 1997
Skills
Financial Analysis, Financial Reporting, Accounting, Forecasting, Financial Modeling, Cognos Report Developer, QlikView, Analytics, Finance, Budgets, Access, Analysis, Variance Analysis, Business Intelligence, Management, Strategic Financial...
Education
Baruch College, City University of New York (CUNY) 1989 — 1992
BA, Accounting
Hearst Newspaper February 2009 - Present
San Francisco Chronicle May 2006 - February 2009
Learn iT! June 2001 - May 2006
National Media Technologies, Inc. August 1999 - May 2001
First Union National Bank April 1998 - August 1999
TIAA-CREF April 1997 - April 1998
Weissman & Rudnitsky, CPA; Padell, Nadell, Fine Weinberger & Co. September 1992 - April 1997
Skills
Financial Analysis, Financial Reporting, Accounting, Forecasting, Financial Modeling, Cognos Report Developer, QlikView, Analytics, Finance, Budgets, Access, Analysis, Variance Analysis, Business Intelligence, Management, Strategic Financial...
Education
Baruch College, City University of New York (CUNY) 1989 — 1992
BA, Accounting
Warren Eastman's First Union National Bank Experience December 1994 - June 2000
Job Executive Director at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase September 2010 - Present
Pershing December 2008 - September 2010
TD Ameritrade February 2006 - April 2008
DTCC May 2001 - December 2005
Wachovia June 2000 - May 2001
First Union National Bank December 1994 - June 2000
BayBank February 1989 - December 1994
Skills
Business Development, Sales Management, Mergers, Relationship Management, Sales, E-commerce, Equities, Securities, Financial Services, Fixed Income, Series 7, Mutual Funds, Capital Markets, Wealth Management
Education
Boston University 1991 — 1993
Master of Business Administration (MBA), Finance
Syracuse University 1983 — 1988
Bachelor of Science (BS), Finance, Economics
JP Morgan Chase September 2010 - Present
Pershing December 2008 - September 2010
TD Ameritrade February 2006 - April 2008
DTCC May 2001 - December 2005
Wachovia June 2000 - May 2001
First Union National Bank December 1994 - June 2000
BayBank February 1989 - December 1994
Skills
Business Development, Sales Management, Mergers, Relationship Management, Sales, E-commerce, Equities, Securities, Financial Services, Fixed Income, Series 7, Mutual Funds, Capital Markets, Wealth Management
Education
Boston University 1991 — 1993
Master of Business Administration (MBA), Finance
Syracuse University 1983 — 1988
Bachelor of Science (BS), Finance, Economics
Dan Barksdale's First Union National Bank Experience March 1993 - May 2002
Job Divison Manager HECM FirstBank
Industry Real Estate
Experience
FirstBank June 2011 - Present
Henger Rast Mortgage March 2010 - July 2011
USA Title of Alabama October 2007 - March 2010
Mortgage Lenders Network (MLN) 2002 - 2006
First Union National Bank March 1993 - May 2002
Skills
Mortgage Lending, FHA, Reverse Mortgages, Loans, Mortgage Banking, Real Estate, Refinance, Loan Origination, Underwriting, Credit, Marketing, Real Estate Transactions, Sales, Referrals, Negotiation, Residential Homes, USDA
Education
Birmingham-Southern College 1988 — 1992
Bachelor of Science (BS), Marketing and Management
FirstBank June 2011 - Present
Henger Rast Mortgage March 2010 - July 2011
USA Title of Alabama October 2007 - March 2010
Mortgage Lenders Network (MLN) 2002 - 2006
First Union National Bank March 1993 - May 2002
Skills
Mortgage Lending, FHA, Reverse Mortgages, Loans, Mortgage Banking, Real Estate, Refinance, Loan Origination, Underwriting, Credit, Marketing, Real Estate Transactions, Sales, Referrals, Negotiation, Residential Homes, USDA
Education
Birmingham-Southern College 1988 — 1992
Bachelor of Science (BS), Marketing and Management
Don Woods's First Union National Bank Experience 1995 - 1998
Job Department Head, Customer Information Systems at ARI
Industry Automotive
Experience
ARI August 2012 - Present
ARI January 2011 - August 2012
CSL Behring May 2010 - May 2011
Legal Cost Control 2009 - 2010
GlaxoSmithKline 2005 - 2009
GlaxoSmithKline 2004 - 2006
GlaxoSmithKline 2001 - 2003
GlaxoSmithKline 1999 - 2001
First Union National Bank 1995 - 1998
Skills
SDLC, IT Strategy, Business Analysis, Process Improvement, Six Sigma, Change Management, Vendor Management, Program Management, Project Management, Requirements Analysis, Business Intelligence, ITIL, Data Analysis, Data Warehousing, CRM, SQL, Cross-functional Team..., Business Process..., Risk Management, ERP, IT Management, Requirements Gathering, Team Building, Strategy, Project Portfolio...
Education
Villanova University 2009 — 2011
MA, Mathematics
Boston College 1987 — 1991
BA, Mathematics
ARI August 2012 - Present
ARI January 2011 - August 2012
CSL Behring May 2010 - May 2011
Legal Cost Control 2009 - 2010
GlaxoSmithKline 2005 - 2009
GlaxoSmithKline 2004 - 2006
GlaxoSmithKline 2001 - 2003
GlaxoSmithKline 1999 - 2001
First Union National Bank 1995 - 1998
Skills
SDLC, IT Strategy, Business Analysis, Process Improvement, Six Sigma, Change Management, Vendor Management, Program Management, Project Management, Requirements Analysis, Business Intelligence, ITIL, Data Analysis, Data Warehousing, CRM, SQL, Cross-functional Team..., Business Process..., Risk Management, ERP, IT Management, Requirements Gathering, Team Building, Strategy, Project Portfolio...
Education
Villanova University 2009 — 2011
MA, Mathematics
Boston College 1987 — 1991
BA, Mathematics
Karen Phillipps MD's First Union National Bank Experience 1990 - 1996
Job Attending Physician at Heart of Florida
Industry Medical Practice
Experience
Heart of Florida July 2012 - Present
Winter Haven Hospital June 2012 - Present
Lake Wales Medical Center November 2003 - Present
TLC Family Practice 2003 - Present
Warren Hospital 2000 - 2003
First Union National Bank 1990 - 1996
Skills
Healthcare, Specializing in women's...
Education
Ross University School of Medicine 1996 — 1999
MD, Medicine
Florida Atlantic University 1994 — 1995
University of Miami 1990 — 1992
BS, Biology, Psychology
Broward College 1987 — 1989
AA, PreMedical Studies
Immaculate Conception High School 1982 — 1987
Heart of Florida July 2012 - Present
Winter Haven Hospital June 2012 - Present
Lake Wales Medical Center November 2003 - Present
TLC Family Practice 2003 - Present
Warren Hospital 2000 - 2003
First Union National Bank 1990 - 1996
Skills
Healthcare, Specializing in women's...
Education
Ross University School of Medicine 1996 — 1999
MD, Medicine
Florida Atlantic University 1994 — 1995
University of Miami 1990 — 1992
BS, Biology, Psychology
Broward College 1987 — 1989
AA, PreMedical Studies
Immaculate Conception High School 1982 — 1987
Danielle Cosmos-Horvath's First Union National Bank Experience July 1990 - November 1991
Job Release and Code Management at Key Bank
Industry Banking
Experience
Key Bank June 2010 - Present
Vertex Computer Systems October 2008 - April 2011
KeyBank January 1998 - July 2008
KeyCorp January 1998 - July 2008
BISYS Fund Services April 1992 - January 1995
First Union National Bank July 1990 - November 1991
Skills
Visio, Business Analysis
Education
Baldwin-Wallace College 1996 — 1998
MBA, Business Administration and Management, General
University of Central Florida - College of Business Administration 1985 — 1990
BA, Major:Finance Minor: Computer Science
Palm Beach State College 1985 — 1987
Forest Hill
Key Bank June 2010 - Present
Vertex Computer Systems October 2008 - April 2011
KeyBank January 1998 - July 2008
KeyCorp January 1998 - July 2008
BISYS Fund Services April 1992 - January 1995
First Union National Bank July 1990 - November 1991
Skills
Visio, Business Analysis
Education
Baldwin-Wallace College 1996 — 1998
MBA, Business Administration and Management, General
University of Central Florida - College of Business Administration 1985 — 1990
BA, Major:Finance Minor: Computer Science
Palm Beach State College 1985 — 1987
Forest Hill
John Luipold's First Union National Bank Experience July 1996 - February 1998
Job Assistant Vice President of Real Estate at Brown University
Industry Real Estate
Experience
Brown University August 2007 - Present
USI Real Estate Services July 2000 - August 2007
McDonald's 1998 - 2000
First Union National Bank July 1996 - February 1998
Centerbank August 1991 - July 1996
Skills
Disposition, Corporate Real Estate, Lease Administration, Real Estate Development, Real Estate Transactions, Location Intelligence, Leases, Financial Analysis, Real Estate, Asset Managment, Brokerage, Negotiation, Contract Negotiation, Property Management, Commercial Real Estate, Facilities Management, Mergers & Acquisitions, Asset Management, Due Diligence, Investment Properties, Strategic Planning, Real Estate Economics, Investments, Valuation, Dispositions
Education
IE Business School 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Brown University 2012 — 2013
Business Administration and Management, General
Trinity College-Hartford
MA, BA, Economics
Brown University August 2007 - Present
USI Real Estate Services July 2000 - August 2007
McDonald's 1998 - 2000
First Union National Bank July 1996 - February 1998
Centerbank August 1991 - July 1996
Skills
Disposition, Corporate Real Estate, Lease Administration, Real Estate Development, Real Estate Transactions, Location Intelligence, Leases, Financial Analysis, Real Estate, Asset Managment, Brokerage, Negotiation, Contract Negotiation, Property Management, Commercial Real Estate, Facilities Management, Mergers & Acquisitions, Asset Management, Due Diligence, Investment Properties, Strategic Planning, Real Estate Economics, Investments, Valuation, Dispositions
Education
IE Business School 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Brown University 2012 — 2013
Business Administration and Management, General
Trinity College-Hartford
MA, BA, Economics
Sara Gopal, PMP's First Union National Bank Experience 1995 - 1998
Job Global Project Director at Covance
Industry Pharmaceuticals
Experience
Covance September 2015 - Present
Covance October 2012 - August 2015
Covance May 2009 - September 2012
Covance June 2007 - May 2009
Covance January 2006 - June 2007
Merck January 1998 - December 2005
First Union National Bank 1995 - 1998
Meridian Bank 1992 - 1995
Skills
Program Management, EDC, Leadership, Project Management, Clinical Data Management, Change Management, Six Sigma, Business Analysis, Training, Project Planning, Clinical Research
Education
Villanova University 2005 — 2005
Certification, Project Management
Rutgers University-New Brunswick 1990 — 1992
MBA
Bharathiar University 1984 — 1987
BS, Math and Biology
Covance September 2015 - Present
Covance October 2012 - August 2015
Covance May 2009 - September 2012
Covance June 2007 - May 2009
Covance January 2006 - June 2007
Merck January 1998 - December 2005
First Union National Bank 1995 - 1998
Meridian Bank 1992 - 1995
Skills
Program Management, EDC, Leadership, Project Management, Clinical Data Management, Change Management, Six Sigma, Business Analysis, Training, Project Planning, Clinical Research
Education
Villanova University 2005 — 2005
Certification, Project Management
Rutgers University-New Brunswick 1990 — 1992
MBA
Bharathiar University 1984 — 1987
BS, Math and Biology
Brian Duggan's First Union National Bank Experience September 1999 - December 2001
Job AVP, Technology Relationship Manager Corporate Service Delivery Team
Industry Financial Services
Experience
Wells Fargo September 2013 - Present
Wells Fargo June 2012 - September 2013
Wells Fargo October 2011 - June 2012
Wells Fargo September 2009 - October 2011
Wachovia, a Wells Fargo Company January 2009 - September 2009
Wachovia Corporation October 2006 - January 2009
Wachovia Bank December 2001 - September 2006
First Union National Bank September 1999 - December 2001
First Union National Bank February 1998 - September 1999
United Parcel Service January 1993 - February 1998
Skills
Visio, Active Directory, SharePoint, Disaster Recovery, Vendor Management, Business Analysis, SDLC, Process Improvement, Windows Server, Training, System Administration, Virtualization, Servers, Troubleshooting, Integration, VMware, IIS, Operating Systems, Microsoft SQL Server, Data Center, Citrix, System Deployment, Technical Support, Networking, SAN, Software Documentation, Windows, Infrastructure, Information Technology, Testing, Storage Area Networks, Enterprise Software, IT Management, High Availability, Service Delivery, Enterprise Architecture, ITIL
Education
University of North Carolina at Charlotte - Belk College of Business 1988 — 1994
Bachelor of Science in Business Administration, In addition to business courses, completed 2 and a half years of Engineering curriculum
Berklee College of Music 2011 — 2013
Professional Certificate in ProTools - April 2013, ProTools, 4.0 GPA
Wells Fargo September 2013 - Present
Wells Fargo June 2012 - September 2013
Wells Fargo October 2011 - June 2012
Wells Fargo September 2009 - October 2011
Wachovia, a Wells Fargo Company January 2009 - September 2009
Wachovia Corporation October 2006 - January 2009
Wachovia Bank December 2001 - September 2006
First Union National Bank September 1999 - December 2001
First Union National Bank February 1998 - September 1999
United Parcel Service January 1993 - February 1998
Skills
Visio, Active Directory, SharePoint, Disaster Recovery, Vendor Management, Business Analysis, SDLC, Process Improvement, Windows Server, Training, System Administration, Virtualization, Servers, Troubleshooting, Integration, VMware, IIS, Operating Systems, Microsoft SQL Server, Data Center, Citrix, System Deployment, Technical Support, Networking, SAN, Software Documentation, Windows, Infrastructure, Information Technology, Testing, Storage Area Networks, Enterprise Software, IT Management, High Availability, Service Delivery, Enterprise Architecture, ITIL
Education
University of North Carolina at Charlotte - Belk College of Business 1988 — 1994
Bachelor of Science in Business Administration, In addition to business courses, completed 2 and a half years of Engineering curriculum
Berklee College of Music 2011 — 2013
Professional Certificate in ProTools - April 2013, ProTools, 4.0 GPA
Steven Lindsey's First Union National Bank Experience January 1999 - September 2001
Job Sr. Quantitative Finance Manager, SVP at Bank of America
Industry Financial Services
Experience
Bank of America December 2014 - Present
Bank of America December 2010 - December 2014
Bank of America August 2008 - December 2010
Bank of America February 2006 - August 2008
Wachovia Corporation May 2004 - February 2006
Citigroup March 2003 - April 2004
GE Mortgage Insurance October 2001 - March 2003
First Union National Bank January 1999 - September 2001
Skills
Analytics, Forecasting, Management, Financial Modeling, Credit Risk, Credit, Financial Analysis, Risk Management, SAS, Financial Risk, Banking, Valuation, Portfolio Management, Financial Services, Finance, Analysis, Loans, Credit Analysis, Consumer Credit...
Education
Clemson University 1994 — 1999
PhD, Applied Economics
Brigham Young University 1990 — 1993
BA, Economics
Bank of America December 2014 - Present
Bank of America December 2010 - December 2014
Bank of America August 2008 - December 2010
Bank of America February 2006 - August 2008
Wachovia Corporation May 2004 - February 2006
Citigroup March 2003 - April 2004
GE Mortgage Insurance October 2001 - March 2003
First Union National Bank January 1999 - September 2001
Skills
Analytics, Forecasting, Management, Financial Modeling, Credit Risk, Credit, Financial Analysis, Risk Management, SAS, Financial Risk, Banking, Valuation, Portfolio Management, Financial Services, Finance, Analysis, Loans, Credit Analysis, Consumer Credit...
Education
Clemson University 1994 — 1999
PhD, Applied Economics
Brigham Young University 1990 — 1993
BA, Economics
Sandra Scales-Siwek's First Union National Bank Experience 1985 - 1990
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Board of Governors of the Federal Reserve 1990 - 1997
First Union National Bank 1985 - 1990
First Union National Bank 1985 - 1990
First Union National Bank 1985 - 1990
First Union National Bank 1985 - 1990
Skills
Project Management, Management, Program Management, Microsoft Office, Business Analysis, Change Management, Strategic Planning, Team Management, Team Leadership, Security, Process Improvement, MS Project, IT Strategy
Education
Belmont Abbey College
Maloney High School
Board of Governors of the Federal Reserve 1990 - 1997
First Union National Bank 1985 - 1990
First Union National Bank 1985 - 1990
First Union National Bank 1985 - 1990
First Union National Bank 1985 - 1990
Skills
Project Management, Management, Program Management, Microsoft Office, Business Analysis, Change Management, Strategic Planning, Team Management, Team Leadership, Security, Process Improvement, MS Project, IT Strategy
Education
Belmont Abbey College
Maloney High School
W. Clint Collier, MBA, MST's First Union National Bank Experience August 1998 - November 1999
Job Lending Coordinator Loan Operations at Republic Bank
Industry Banking
Experience
Republic Bank & Trust Company November 2012 - Present
First Commonwealth May 2010 - November 2012
Midwest Capital Funding Corporation November 1999 - May 2010
First Union National Bank August 1998 - November 1999
Skills
Loans, Mortgage Lending, Small Business Lending, Credit Analysis, Commercial Lending, Investment Properties, Finance, Commercial Banking, Loan Origination, Contract Negotiation, Credit, Real Estate, Portfolio Management, New Business Development, Commercial Real Estate, Customer Service, Mortgage Banking, Financial Analysis, Residential Mortgages, Investments, Consumer Lending, Banking, Lines Of Credit, Strategic Planning, Leadership, Financial Services, Commercial Mortgages, Marketing Strategy, Credit Risk, Corporate Finance, Mergers & Acquisitions, Cash Flow, Contract Negotiations, Investor Relations, Closing Deals, Cash Flow Analysis, Lending Manager, Customer Relations, Deal Closure, Commerical Lending, Business Banking
Education
Bellarmine University 2012 — 2013
Master of Science in Taxation, Taxation
Indiana Wesleyan University 2007 — 2009
MBA, Management. Finance
University of Louisville 1991 — 1996
BS, Administration
Trinity High School 1986 — 1990
Diploma, Business, Finance, Banking
Republic Bank & Trust Company November 2012 - Present
First Commonwealth May 2010 - November 2012
Midwest Capital Funding Corporation November 1999 - May 2010
First Union National Bank August 1998 - November 1999
Skills
Loans, Mortgage Lending, Small Business Lending, Credit Analysis, Commercial Lending, Investment Properties, Finance, Commercial Banking, Loan Origination, Contract Negotiation, Credit, Real Estate, Portfolio Management, New Business Development, Commercial Real Estate, Customer Service, Mortgage Banking, Financial Analysis, Residential Mortgages, Investments, Consumer Lending, Banking, Lines Of Credit, Strategic Planning, Leadership, Financial Services, Commercial Mortgages, Marketing Strategy, Credit Risk, Corporate Finance, Mergers & Acquisitions, Cash Flow, Contract Negotiations, Investor Relations, Closing Deals, Cash Flow Analysis, Lending Manager, Customer Relations, Deal Closure, Commerical Lending, Business Banking
Education
Bellarmine University 2012 — 2013
Master of Science in Taxation, Taxation
Indiana Wesleyan University 2007 — 2009
MBA, Management. Finance
University of Louisville 1991 — 1996
BS, Administration
Trinity High School 1986 — 1990
Diploma, Business, Finance, Banking
Barrington Wright's First Union National Bank Experience 1994 - 2000
Job SENIOR VICE PRESIDENT AND FOUNDER at THE HOOPCENTER FOUNDATION
Industry Nonprofit Organization Management
Experience
FIRST COLONIAL REALTY June 2009 - Present
HOOP CENTER FOUNDATION October 2001 - Present
Garfield Tours 2006 - 2007
First Union National Bank 1994 - 2000
Skills
Business Development, Finance, Insurance, Leadership, Sales, Small Business, Mutual Funds, Fixed Annuities, Retail Banking, Retail, Project Planning, Loan Origination, LIFE SKILLS COORDINATOR, Site Planning, Great Motivator, MOTIVATIONAL SPEAKER
Education
California University of Pennsylvania 1980 — 1984
bachelor of Science, Business
FIRST COLONIAL REALTY June 2009 - Present
HOOP CENTER FOUNDATION October 2001 - Present
Garfield Tours 2006 - 2007
First Union National Bank 1994 - 2000
Skills
Business Development, Finance, Insurance, Leadership, Sales, Small Business, Mutual Funds, Fixed Annuities, Retail Banking, Retail, Project Planning, Loan Origination, LIFE SKILLS COORDINATOR, Site Planning, Great Motivator, MOTIVATIONAL SPEAKER
Education
California University of Pennsylvania 1980 — 1984
bachelor of Science, Business
Julie Ramdial's First Union National Bank Experience 1992 - 1999
Job Experienced Manager, Instructional Designer, Training & Development Consultant
Industry Transportation/Trucking/Railroad
Experience
Ryder System, Inc. 2012 - Present
U Learn Enterprises 2011 - Present
Greenberg Traurig, P.A. 2011 - 2011
Burger King Corporation 2005 - 2010
Arby's Restaurant Group 1999 - 2005
First Union National Bank 1992 - 1999
Southeast Bank, N.A. 1987 - 1992
Skills
Leadership Development, Performance Management, Management, Program Management, Process Improvement, Organizational..., Training, Instructional Design, Leadership, Team Building, Adult Education, Coaching, Instructor-led Training, Workshop Facilitation, Public Speaking, Employee Training, Operations Management, Employee Relations
Education
Barry University 1983 — 1987
BA, International Studies
Ryder System, Inc. 2012 - Present
U Learn Enterprises 2011 - Present
Greenberg Traurig, P.A. 2011 - 2011
Burger King Corporation 2005 - 2010
Arby's Restaurant Group 1999 - 2005
First Union National Bank 1992 - 1999
Southeast Bank, N.A. 1987 - 1992
Skills
Leadership Development, Performance Management, Management, Program Management, Process Improvement, Organizational..., Training, Instructional Design, Leadership, Team Building, Adult Education, Coaching, Instructor-led Training, Workshop Facilitation, Public Speaking, Employee Training, Operations Management, Employee Relations
Education
Barry University 1983 — 1987
BA, International Studies
Leslie Grygiel's First Union National Bank Experience 1997 - 2000
Job Director, Commercial Banking Learning & Development, Capital One University
Industry Banking
Experience
Capital One April 2011 - Present
Performance Improvement Solutions, Inc. 2000 - April 2011
First Union National Bank 1997 - 2000
First Union National Bank 1995 - 1997
First National Bank of Manatee 1995 - 1995
SunBank, National Association 1993 - 1995
SunBank, National Association 1988 - 1993
David's Bridal 1984 - 1988
Skills
Performance Consulting, Competency Assessment, Job & Task Analysis, Curriculum Assessment &..., Training Needs..., Instructional Design, Learning Evaluation, Training Facilitation, Strategic Thinking, People Management, Leadership Coaching, Curriculum Assessment, Training Needs Analysis, Performance Measurement, Project Management, Workshop Facilitation, Public Speaking, Strategic Financial..., Small Business, Designs, Leadership Development, Loans, Management, Credit Analysis, Strategy, Banking, Finance, Organizational..., Training, Commercial Banking, Leadership, Training Delivery, Needs Analysis, Change Management, Commercial Lending, Credit, Program Management, Financial Services, Coaching
Education
Boise State University
MS, Instructional & Performance Technology
University of Central Florida - College of Business Administration
B.S.B.A., Business Management
Capital One April 2011 - Present
Performance Improvement Solutions, Inc. 2000 - April 2011
First Union National Bank 1997 - 2000
First Union National Bank 1995 - 1997
First National Bank of Manatee 1995 - 1995
SunBank, National Association 1993 - 1995
SunBank, National Association 1988 - 1993
David's Bridal 1984 - 1988
Skills
Performance Consulting, Competency Assessment, Job & Task Analysis, Curriculum Assessment &..., Training Needs..., Instructional Design, Learning Evaluation, Training Facilitation, Strategic Thinking, People Management, Leadership Coaching, Curriculum Assessment, Training Needs Analysis, Performance Measurement, Project Management, Workshop Facilitation, Public Speaking, Strategic Financial..., Small Business, Designs, Leadership Development, Loans, Management, Credit Analysis, Strategy, Banking, Finance, Organizational..., Training, Commercial Banking, Leadership, Training Delivery, Needs Analysis, Change Management, Commercial Lending, Credit, Program Management, Financial Services, Coaching
Education
Boise State University
MS, Instructional & Performance Technology
University of Central Florida - College of Business Administration
B.S.B.A., Business Management
Marshall Lail's First Union National Bank Experience April 2000 - July 2003
Job Operating Systems Engineer
Industry Banking
Experience
Wells Fargo 2010 - Present
Wachovia Bank July 2003 - 2010
First Union National Bank April 2000 - July 2003
Skills
Data Center, Networking, VMware Infrastructure, Dell PowerEdge Servers, Windows Server, Operating Systems, Linux, Microsoft Servers, HP Servers, Servers, Disaster Recovery, Windows, Integration, Business Continuity, Linux RedHat servers, Basic understanding of..., Datacenters
Education
Capella University 2009 — 2012
Bachelors Degree, Information Technology, A
University of Phoenix 2006 — 2008
AS, Information Technology
Wells Fargo 2010 - Present
Wachovia Bank July 2003 - 2010
First Union National Bank April 2000 - July 2003
Skills
Data Center, Networking, VMware Infrastructure, Dell PowerEdge Servers, Windows Server, Operating Systems, Linux, Microsoft Servers, HP Servers, Servers, Disaster Recovery, Windows, Integration, Business Continuity, Linux RedHat servers, Basic understanding of..., Datacenters
Education
Capella University 2009 — 2012
Bachelors Degree, Information Technology, A
University of Phoenix 2006 — 2008
AS, Information Technology
Douglas R. Steele's First Union National Bank Experience 1980 - 2001
Job Executive Vice President, Director of Implementation and Program Management for WBR at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2012 - Present
Wachovia Bank 2007 - February 2012
Wachovia February 2001 - May 2007
Wachovia January 1995 - February 2001
First Union National Bank 1980 - 2001
First Union National Bank 1980 - 2001
Wachovia March 1991 - December 1995
Skills
Banking, Budgets, Business Analysis, Business Process..., Change Management, Commercial Banking, Credit, Cross-functional Team..., Program Management, Strategy
Education
Boise State University 1997 — 2001
MS in Instructional and Performance Technology, HR and Training
Grove City College 1973 — 1977
BA-Economics, Economics and Accounting
Wells Fargo February 2012 - Present
Wachovia Bank 2007 - February 2012
Wachovia February 2001 - May 2007
Wachovia January 1995 - February 2001
First Union National Bank 1980 - 2001
First Union National Bank 1980 - 2001
Wachovia March 1991 - December 1995
Skills
Banking, Budgets, Business Analysis, Business Process..., Change Management, Commercial Banking, Credit, Cross-functional Team..., Program Management, Strategy
Education
Boise State University 1997 — 2001
MS in Instructional and Performance Technology, HR and Training
Grove City College 1973 — 1977
BA-Economics, Economics and Accounting
Shea Evans's First Union National Bank Experience 1999 - 2002
Job Operational Risk Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Home Mortgage 2014 - Present
Wells Fargo Home Mortgage 2012 - 2013
Wachovia National Bank 2002 - 2009
First Union National Bank 1999 - 2002
First Union National Bank 1997 - 1999
First Union National Bank 1992 - 1997
Skills
Banking, Mortgage Lending, Financial Risk, Loans, Mortgage Banking, Financial Services, Relationship Management, Consumer Lending, Leadership, Management, Servicemembers Civil..., Business Analysis
Education
Virginia Western Community College 1990 — 1992
Associate of Arts (A.A.), Accounting
Averett University 1983 — 1987
Bachelor of Arts (B.A.), Psychology
Wells Fargo Home Mortgage 2014 - Present
Wells Fargo Home Mortgage 2012 - 2013
Wachovia National Bank 2002 - 2009
First Union National Bank 1999 - 2002
First Union National Bank 1997 - 1999
First Union National Bank 1992 - 1997
Skills
Banking, Mortgage Lending, Financial Risk, Loans, Mortgage Banking, Financial Services, Relationship Management, Consumer Lending, Leadership, Management, Servicemembers Civil..., Business Analysis
Education
Virginia Western Community College 1990 — 1992
Associate of Arts (A.A.), Accounting
Averett University 1983 — 1987
Bachelor of Arts (B.A.), Psychology
Chris Bille's First Union National Bank Experience December 1997 - March 1999
Job Product Marketing Manager at Bose Corporation
Industry Consumer Electronics
Experience
Bose Corporation March 2015 - Present
Bose Corporation April 2013 - March 2015
Bose Corporation September 2000 - March 2013
Compass Bank March 1999 - April 2000
First Union National Bank December 1997 - March 1999
Polygram Group Distribution May 1994 - November 1996
Polygram Group Distribution September 1991 - May 1994
Skills
Direct Marketing, Marketing, Advertising, Product Marketing, Marketing Strategy, Management, Multi-channel Marketing, Sales Operations, Sales, Competitive Analysis, Creative Direction, Consumer Electronics, Online Advertising, Marketing Communications, Strategic Partnerships, Cross-functional Team..., Retail, Product Launch, B2B, Integrated Marketing, Marketing Research, Product Development, Budgets, Marketing Management, Brand Management, Email Marketing, Product Management, Digital Marketing, Strategy, Account Management, E-commerce, Strategic Planning, Content Development, Video Production, Contract Negotiation, Creative Strategy, Sales Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1992
MBA, Marketing
Bentley University 1987 — 1991
BS, Management
Bose Corporation March 2015 - Present
Bose Corporation April 2013 - March 2015
Bose Corporation September 2000 - March 2013
Compass Bank March 1999 - April 2000
First Union National Bank December 1997 - March 1999
Polygram Group Distribution May 1994 - November 1996
Polygram Group Distribution September 1991 - May 1994
Skills
Direct Marketing, Marketing, Advertising, Product Marketing, Marketing Strategy, Management, Multi-channel Marketing, Sales Operations, Sales, Competitive Analysis, Creative Direction, Consumer Electronics, Online Advertising, Marketing Communications, Strategic Partnerships, Cross-functional Team..., Retail, Product Launch, B2B, Integrated Marketing, Marketing Research, Product Development, Budgets, Marketing Management, Brand Management, Email Marketing, Product Management, Digital Marketing, Strategy, Account Management, E-commerce, Strategic Planning, Content Development, Video Production, Contract Negotiation, Creative Strategy, Sales Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1992
MBA, Marketing
Bentley University 1987 — 1991
BS, Management
Suzanne Storm's First Union National Bank Experience 2000 - 2003
Job Senior Consultant at Ardmore Banking Advisors, Inc. ardmoreadvisors.com
Industry Financial Services
Experience
Wells Fargo 2009 - 2011
Wachovia 2003 - 2009
First Union National Bank 2000 - 2003
First Union National Bank 1996 - 2000
First Fidelity Bank, NA 1993 - 1996
First Fidelity Bank, NA 1992 - 1993
First Fidelity Bank, NA 1990 - 1992
Fidelity Bank, NA 1988 - 1990
Fidelity Bank, N.A. 1987 - 1988
Fidelity Bank, N.A. 1985 - 1987
Skills
Underwriting, Risk Management, Credit Analysis, Loans, Credit, Credit Risk, Financial Services, Capital Markets, Banking, Commercial Lending, Financial Risk, Relationship Management, Commercial Banking, Financial Analysis, Due Diligence, Finance, Portfolio Management
Education
Cornell University - S.C. Johnson Graduate School of Management 1981 — 1983
MBA (with distinction)
Binghamton University 1973 — 1976
BA
Wells Fargo 2009 - 2011
Wachovia 2003 - 2009
First Union National Bank 2000 - 2003
First Union National Bank 1996 - 2000
First Fidelity Bank, NA 1993 - 1996
First Fidelity Bank, NA 1992 - 1993
First Fidelity Bank, NA 1990 - 1992
Fidelity Bank, NA 1988 - 1990
Fidelity Bank, N.A. 1987 - 1988
Fidelity Bank, N.A. 1985 - 1987
Skills
Underwriting, Risk Management, Credit Analysis, Loans, Credit, Credit Risk, Financial Services, Capital Markets, Banking, Commercial Lending, Financial Risk, Relationship Management, Commercial Banking, Financial Analysis, Due Diligence, Finance, Portfolio Management
Education
Cornell University - S.C. Johnson Graduate School of Management 1981 — 1983
MBA (with distinction)
Binghamton University 1973 — 1976
BA
Kismet Miller's First Union National Bank Experience February 1999 - June 1999
Job Banking Professional
Industry Banking
Experience
The Alfred I. duPont Testamentary Trust May 2007 - July 2008
PDF Corporate Finance September 2000 - January 2002
First Union National Bank February 1999 - June 1999
Global Securities September 1995 - September 1996
Skills
Financial Analysis, Economic Research, Foreign Languages, Computer Proficiency, Report Writing, Presentations, Financial Markets, Investments, Mergers
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1996 — 1998
Master of Business Administration (MBA), Accounting and Finance
Bosphorus University 1991 — 1995
Bachelor of Business Administration (BBA), Accounting and Finance
The Alfred I. duPont Testamentary Trust May 2007 - July 2008
PDF Corporate Finance September 2000 - January 2002
First Union National Bank February 1999 - June 1999
Global Securities September 1995 - September 1996
Skills
Financial Analysis, Economic Research, Foreign Languages, Computer Proficiency, Report Writing, Presentations, Financial Markets, Investments, Mergers
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1996 — 1998
Master of Business Administration (MBA), Accounting and Finance
Bosphorus University 1991 — 1995
Bachelor of Business Administration (BBA), Accounting and Finance
Gloria Battista, CSM's First Union National Bank Experience 2002 - 2004
Job Lead Business Systems Analyst at Independence Blue Cross
Industry Information Technology and Services
Experience
Independence Blue Cross February 2012 - Present
Independence Blue Cross January 2011 - February 2012
Comcast Cable August 2009 - December 2010
Wachovia Bank December 2005 - December 2008
Wachovia Corporation January 2004 - March 2006
Wachovia Corporation April 2004 - December 2005
Wachovia Corporation 2005 - 2005
First Union National Bank 2002 - 2004
First Union National Bank 2001 - 2004
First Union National Bank 1999 - 2001
Skills
Business Process..., Business Analysis, Requirements Analysis, SDLC, Requirements Gathering, Business Process, Strategy, Software Documentation, Program Management, Scrum, Analysis, Databases, Management, Project Management
Education
Camden County College 1996 — 1999
AA in Applied Science, Business/Adm-Computer Studies
Independence Blue Cross February 2012 - Present
Independence Blue Cross January 2011 - February 2012
Comcast Cable August 2009 - December 2010
Wachovia Bank December 2005 - December 2008
Wachovia Corporation January 2004 - March 2006
Wachovia Corporation April 2004 - December 2005
Wachovia Corporation 2005 - 2005
First Union National Bank 2002 - 2004
First Union National Bank 2001 - 2004
First Union National Bank 1999 - 2001
Skills
Business Process..., Business Analysis, Requirements Analysis, SDLC, Requirements Gathering, Business Process, Strategy, Software Documentation, Program Management, Scrum, Analysis, Databases, Management, Project Management
Education
Camden County College 1996 — 1999
AA in Applied Science, Business/Adm-Computer Studies
Nedenia West, SPHR's First Union National Bank Experience 1993 - 1997
Job Strategic Human Resources Leader at Memorial Sloan Kettering Cancer Center
Industry Human Resources
Experience
Memorial Sloan Kettering Cancer Center September 2014 - Present
Hess Corporation 2013 - 2014
Hess Corporation 2011 - 2013
Hess Corporation April 2003 - October 2005
Hess Corporation December 2001 - April 2003
Hess Corporation July 2001 - December 2001
Hess Corporation January 1997 - August 2001
Schering-Plough 1999 - 2001
First Union National Bank 1993 - 1997
Skills
SPHR, Executive Management, Change Management, Offshore Outsourcing, Leadership Development..., Employee Relations, Organizational Design, Strategic Planning, Mergers, Acquisitions, Team Facilitation, Analysis, Talent Management, Mergers & Acquisitions, Deferred Compensation
Education
City University of New York-Baruch College
BBA, Marketing Management
State University of New York at New Paltz
State University of New York at New Paltz
Memorial Sloan Kettering Cancer Center September 2014 - Present
Hess Corporation 2013 - 2014
Hess Corporation 2011 - 2013
Hess Corporation April 2003 - October 2005
Hess Corporation December 2001 - April 2003
Hess Corporation July 2001 - December 2001
Hess Corporation January 1997 - August 2001
Schering-Plough 1999 - 2001
First Union National Bank 1993 - 1997
Skills
SPHR, Executive Management, Change Management, Offshore Outsourcing, Leadership Development..., Employee Relations, Organizational Design, Strategic Planning, Mergers, Acquisitions, Team Facilitation, Analysis, Talent Management, Mergers & Acquisitions, Deferred Compensation
Education
City University of New York-Baruch College
BBA, Marketing Management
State University of New York at New Paltz
State University of New York at New Paltz
Sue Calhoun's First Union National Bank Experience 1997 - 2001
Job Administrator at UVA Medical Center
Industry Hospital & Health Care
Experience
UVA Medical Center 2003 - Present
University of Wisconsin Hospital and Clinics 2001 - 2003
First Union National Bank 1997 - 2001
University Medical Center 1985 - 1997
Education
California State University, Fresno
MBA, Management
UVA Medical Center 2003 - Present
University of Wisconsin Hospital and Clinics 2001 - 2003
First Union National Bank 1997 - 2001
University Medical Center 1985 - 1997
Education
California State University, Fresno
MBA, Management
Brenda Boyer's First Union National Bank Experience December 1997 - July 2001
Job SVP / Portfolio Risk OfficerTeam Leader at BB&T
Industry Banking
Experience
BB&T March 2010 - Present
Frontier Bank October 2008 - January 2009
Frontier Bank September 2004 - January 2009
Commercial Federal Bank September 2001 - August 2004
First Union National Bank December 1997 - July 2001
River City Bank January 1996 - December 1997
Education
Pacific Coast Banking School 2008 — 2010
Banking
California State University-Sacramento
Bachelor of Arts
BB&T March 2010 - Present
Frontier Bank October 2008 - January 2009
Frontier Bank September 2004 - January 2009
Commercial Federal Bank September 2001 - August 2004
First Union National Bank December 1997 - July 2001
River City Bank January 1996 - December 1997
Education
Pacific Coast Banking School 2008 — 2010
Banking
California State University-Sacramento
Bachelor of Arts
Sophia Garriques's First Union National Bank Experience April 1998 - May 1999
Job Learning and Development Facilitator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2005 - Present
Wachovia, A Wells Fargo Company September 2000 - September 2005
ABN AMRO Bank N.V. May 1999 - July 2000
First Union National Bank April 1998 - May 1999
First Union National Bank November 1994 - May 1998
First Union National Bank November 1993 - November 1994
Skills
Training Delivery, Sales Management, Training & Development, Diversity Training, Consultative Selling, Consultation, Employee Training, Customer Service, Leadership, Leadership Development, Recruiting, Mortgage Lending, Credit, Banking, Human Resources, Loans, Training, Management, Finance, Interviews, Retail Banking, Onboarding, Investments, Mortgage Banking, Sales, Small Business Lending, Financial Services, Relationship Management, Consumer Lending, Team Building
Education
Capella University 2003 — 2007
Master of Science (M.Sc.), Organization and Management and Leadership, 3.83
University of South Florida 1990 — 1993
BS, Communications and Business
Immaculate Conception High School Kingston, Jamaica 1980 — 1985
Diploma, General Studies
Wells Fargo September 2005 - Present
Wachovia, A Wells Fargo Company September 2000 - September 2005
ABN AMRO Bank N.V. May 1999 - July 2000
First Union National Bank April 1998 - May 1999
First Union National Bank November 1994 - May 1998
First Union National Bank November 1993 - November 1994
Skills
Training Delivery, Sales Management, Training & Development, Diversity Training, Consultative Selling, Consultation, Employee Training, Customer Service, Leadership, Leadership Development, Recruiting, Mortgage Lending, Credit, Banking, Human Resources, Loans, Training, Management, Finance, Interviews, Retail Banking, Onboarding, Investments, Mortgage Banking, Sales, Small Business Lending, Financial Services, Relationship Management, Consumer Lending, Team Building
Education
Capella University 2003 — 2007
Master of Science (M.Sc.), Organization and Management and Leadership, 3.83
University of South Florida 1990 — 1993
BS, Communications and Business
Immaculate Conception High School Kingston, Jamaica 1980 — 1985
Diploma, General Studies
Brand Hosford's First Union National Bank Experience March 1996 - November 1999
Job Senior Credit Portfolio Manager at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation March 2014 - Present
U.S. Financial Services and Banking July 2013 - March 2014
Edward Jones Investments January 2013 - July 2013
US Bank National Association February 2003 - July 2012
Wachovia Bank November 1999 - February 2003
First Union National Bank March 1996 - November 1999
PNC Bank September 1991 - March 1996
Skills
Portfolio Management, Credit Analysis, Corporate Lending, Commercial Lending, Loans, Risk Management, Securitization, CDO, Team Mgmt, Business Development, Structured Finance, Finance, Fixed Income, Financial Analysis, Financial Risk, Financial Services, Relationship Mgmt, Commercial Banking, Series 7, Strategy
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University
Bachelor of Arts (B.A.), Economics
Regions Financial Corporation March 2014 - Present
U.S. Financial Services and Banking July 2013 - March 2014
Edward Jones Investments January 2013 - July 2013
US Bank National Association February 2003 - July 2012
Wachovia Bank November 1999 - February 2003
First Union National Bank March 1996 - November 1999
PNC Bank September 1991 - March 1996
Skills
Portfolio Management, Credit Analysis, Corporate Lending, Commercial Lending, Loans, Risk Management, Securitization, CDO, Team Mgmt, Business Development, Structured Finance, Finance, Fixed Income, Financial Analysis, Financial Risk, Financial Services, Relationship Mgmt, Commercial Banking, Series 7, Strategy
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University
Bachelor of Arts (B.A.), Economics
Greg Daughtry's First Union National Bank Experience April 1995 - December 2000
Job Business Analyst at BB&T
Industry Financial Services
Experience
BB&T December 2005 - Present
SunTrust Bank June 2003 - November 2005
RBC December 2000 - May 2003
First Union National Bank April 1995 - December 2000
Education
Campbell University 1985 — 1989
Bachelor of Arts (B.A.), English/Communications
BB&T December 2005 - Present
SunTrust Bank June 2003 - November 2005
RBC December 2000 - May 2003
First Union National Bank April 1995 - December 2000
Education
Campbell University 1985 — 1989
Bachelor of Arts (B.A.), English/Communications
J. Parker Scott, CTFA's First Union National Bank Experience 2000 - 2001
Job VP & Trust Officer II
Industry Investment Management
Experience
U. S. Trust, Bank of America Private Wealth Management (former Merrill Lynch Trust Company) 2013 - Present
SunTrust Bank 2012 - 2013
Wells Fargo 2010 - 2012
SunTrust Bank 2008 - 2010
Merrill Lynch 2001 - 2008
First Union National Bank 2000 - 2001
The Salvation Army 1998 - 2000
First Union National Bank 1996 - 1998
SunTrust Bank 1991 - 1996
SunTrust Bank 1982 - 1991
Skills
Trust Management, Risk Management, Legal Research, Writing, Client Relationship..., Team Oriented, Project Coordination, Investment Strategies, Estate Planning, Real Estate Investor, Planned Giving, Charitable Trusts, Vocal Performance, Public Speaking, Volunteer Coordination, Historic Preservation, Dog Training, Dog Rescue, Trust Services, Banking, Wealth Management, CRM, Leadership, Relationship Management, Asset Allocation, High Net Worth..., Wealth Management..., Retirement Planning, Investment Management, Singing, Volunteer Management, Investments, Team-oriented
Education
The Institute of Certified Bankers 2012 — 2012
Certified Trust & Financial Advisor (CTFA)
ABA - National Graduate Trust School Level II 2012 — 2012
ABA - National Graduate Trust School Level I 2002 — 2002
Campbell University 1996 — 1996
Southeastern Trust School
Florida Atlantic University 1990 — 1994
B.A., English
Cannon Financial Institute 1991 — 1992
Personal Trust Sales
Broward College 1980 — 1983
AA, Liberal Arts
U. S. Trust, Bank of America Private Wealth Management (former Merrill Lynch Trust Company) 2013 - Present
SunTrust Bank 2012 - 2013
Wells Fargo 2010 - 2012
SunTrust Bank 2008 - 2010
Merrill Lynch 2001 - 2008
First Union National Bank 2000 - 2001
The Salvation Army 1998 - 2000
First Union National Bank 1996 - 1998
SunTrust Bank 1991 - 1996
SunTrust Bank 1982 - 1991
Skills
Trust Management, Risk Management, Legal Research, Writing, Client Relationship..., Team Oriented, Project Coordination, Investment Strategies, Estate Planning, Real Estate Investor, Planned Giving, Charitable Trusts, Vocal Performance, Public Speaking, Volunteer Coordination, Historic Preservation, Dog Training, Dog Rescue, Trust Services, Banking, Wealth Management, CRM, Leadership, Relationship Management, Asset Allocation, High Net Worth..., Wealth Management..., Retirement Planning, Investment Management, Singing, Volunteer Management, Investments, Team-oriented
Education
The Institute of Certified Bankers 2012 — 2012
Certified Trust & Financial Advisor (CTFA)
ABA - National Graduate Trust School Level II 2012 — 2012
ABA - National Graduate Trust School Level I 2002 — 2002
Campbell University 1996 — 1996
Southeastern Trust School
Florida Atlantic University 1990 — 1994
B.A., English
Cannon Financial Institute 1991 — 1992
Personal Trust Sales
Broward College 1980 — 1983
AA, Liberal Arts
Theresa Farrington's First Union National Bank Experience August 1996 - June 1998
Job Controller at TDRILL Industries Inc.
Industry Machinery
Experience
T-DRILL Industries Inc. June 2014 - Present
Edens-Robinson Enterprises, Inc. May 1999 - June 2014
GJS October 1998 - May 1999
First Union National Bank August 1996 - June 1998
WECCO/SPS June 1993 - June 1996
ACWF/ASIWPCA June 1991 - August 1991
Skills
Payroll, Account Reconciliation, Accounts Receivable, Managerial Finance, Accounting, Cost Accounting, GAAP, HR Policies, Human Resources, Information Technology, VoIP, Ergonomics, Financial Risk..., Legal Translation, Operational Risk..., Strategic Communications, Legislation, Interstate Legislative..., Collections, Investment Management, Credit Management, Personal Tax Preparation, Sales & Use Tax..., Property Tax, Fixed Asset Management, Job Costing, Partnership Accounting, Corporate Finance, Insurance Management, Corporate Accounting, Industrial Safety, IT Training, Accounts Payable, General Ledger, Internal Audit, Finance, CPA, Tax, Fixed Assets, Sales Tax, Variance Analysis, Tax Preparation, Journal Entries, Insurance, Financial Statements, ADP Payroll, Revenue Recognition, Accruals
Education
Brenau University 2001 — 2005
Bachelor's Degree - Summa Cum Laude, Accounting, 3.99 Final (4.0 while at Brenau)
Kennesaw State University 1993 — 1998
Honors Chemistry Program through Junior Year, 4.0
Wesleyan College 1992 — 1993
Biology/Voice, Here's where I received my only "B" (in vocal performance)
T-DRILL Industries Inc. June 2014 - Present
Edens-Robinson Enterprises, Inc. May 1999 - June 2014
GJS October 1998 - May 1999
First Union National Bank August 1996 - June 1998
WECCO/SPS June 1993 - June 1996
ACWF/ASIWPCA June 1991 - August 1991
Skills
Payroll, Account Reconciliation, Accounts Receivable, Managerial Finance, Accounting, Cost Accounting, GAAP, HR Policies, Human Resources, Information Technology, VoIP, Ergonomics, Financial Risk..., Legal Translation, Operational Risk..., Strategic Communications, Legislation, Interstate Legislative..., Collections, Investment Management, Credit Management, Personal Tax Preparation, Sales & Use Tax..., Property Tax, Fixed Asset Management, Job Costing, Partnership Accounting, Corporate Finance, Insurance Management, Corporate Accounting, Industrial Safety, IT Training, Accounts Payable, General Ledger, Internal Audit, Finance, CPA, Tax, Fixed Assets, Sales Tax, Variance Analysis, Tax Preparation, Journal Entries, Insurance, Financial Statements, ADP Payroll, Revenue Recognition, Accruals
Education
Brenau University 2001 — 2005
Bachelor's Degree - Summa Cum Laude, Accounting, 3.99 Final (4.0 while at Brenau)
Kennesaw State University 1993 — 1998
Honors Chemistry Program through Junior Year, 4.0
Wesleyan College 1992 — 1993
Biology/Voice, Here's where I received my only "B" (in vocal performance)
Joan Brickey's First Union National Bank Experience January 1996 - January 2000
Job at
Industry Banking
Experience
Joan Brickey Coaching August 2009 - Present
Sovereign Bank January 2008 - May 2009
Sovereign Bank January 2002 - April 2008
Sovereign Bank January 2001 - January 2002
UNITED BANK January 2000 - September 2000
First Union National Bank January 1996 - January 2000
FIRST FIDELITY NATIONAL BANK January 1994 - January 1996
FIDELITY BANK January 1970 - January 1994
Education
Bucknell University 1993 — 1996
American Institute of Banking
Banking
Joan Brickey Coaching August 2009 - Present
Sovereign Bank January 2008 - May 2009
Sovereign Bank January 2002 - April 2008
Sovereign Bank January 2001 - January 2002
UNITED BANK January 2000 - September 2000
First Union National Bank January 1996 - January 2000
FIRST FIDELITY NATIONAL BANK January 1994 - January 1996
FIDELITY BANK January 1970 - January 1994
Education
Bucknell University 1993 — 1996
American Institute of Banking
Banking
Teresa Kravitz's First Union National Bank Experience 1984 - 1996
Job Bank Secrecy Act (BSA) and AntiMoney Laundering (AML) Operations & Data Analytics Officer / Consumer Banking
Industry Banking
Experience
City National Bank March 2013 - Present
City National Bank March 2011 - March 2013
BankAtlantic 2005 - 2011
BankAtlantic 2003 - 2005
Regal Aerospace 1999 - 2002
Feeling at Home Inc 1996 - 1999
First Union National Bank 1984 - 1996
Skills
Risk Assessment, KYC, AML, Banking, Commercial Banking, Retail Banking, Loans, USA PATRIOT Act, Commercial Lending, Bank Secrecy Act, Fraud, Consumer Lending, Risk Management, Analysis, Credit, Operations Management, Compliance
Education
Broward College
B.S. IN BUSINESS ADMINISTRATION, Business Administration and Management, General
City National Bank March 2013 - Present
City National Bank March 2011 - March 2013
BankAtlantic 2005 - 2011
BankAtlantic 2003 - 2005
Regal Aerospace 1999 - 2002
Feeling at Home Inc 1996 - 1999
First Union National Bank 1984 - 1996
Skills
Risk Assessment, KYC, AML, Banking, Commercial Banking, Retail Banking, Loans, USA PATRIOT Act, Commercial Lending, Bank Secrecy Act, Fraud, Consumer Lending, Risk Management, Analysis, Credit, Operations Management, Compliance
Education
Broward College
B.S. IN BUSINESS ADMINISTRATION, Business Administration and Management, General
Anthony Wooding's First Union National Bank Experience April 1997 - June 2005
Job Operating Systems Engineer 4 at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2005 - Present
First Union National Bank April 1997 - June 2005
Duke Power April 1996 - April 1997
US Army 15th Signal Brigade June 1995 - April 1996
US Army 1st Armor Division Support Command May 1994 - May 1995
US Army 141st Signal Battalion June 1992 - April 1994
US Army Information Systems Command April 1990 - May 1992
US Army 501st Signal Company April 1989 - March 1990
US Army Communication-Electronics Branch June 1986 - March 1989
US Army 74th Signal Company May 1985 - May 1986
Skills
Testing, Telecommunications, System Administration, Troubleshooting, Servers, Software Installation, Integration, Windows, Technical Support, Active Directory
Education
Belmont Abbey College 1996 — 1999
BS, Computer Information Systems
Cochise College 1987 — 1991
AAS, Electronics
Wells Fargo June 2005 - Present
First Union National Bank April 1997 - June 2005
Duke Power April 1996 - April 1997
US Army 15th Signal Brigade June 1995 - April 1996
US Army 1st Armor Division Support Command May 1994 - May 1995
US Army 141st Signal Battalion June 1992 - April 1994
US Army Information Systems Command April 1990 - May 1992
US Army 501st Signal Company April 1989 - March 1990
US Army Communication-Electronics Branch June 1986 - March 1989
US Army 74th Signal Company May 1985 - May 1986
Skills
Testing, Telecommunications, System Administration, Troubleshooting, Servers, Software Installation, Integration, Windows, Technical Support, Active Directory
Education
Belmont Abbey College 1996 — 1999
BS, Computer Information Systems
Cochise College 1987 — 1991
AAS, Electronics
Chrisanne Curka Flynn's First Union National Bank Experience October 1996 - October 1997
Job MDCM Standards Analyst at Lowe's Home Improvement
Industry Writing and Editing
Experience
Lowe's Home Improvement September 2013 - Present
Lowe's Home Improvement July 2012 - September 2013
Freelance Writing/Editing January 2008 - June 2012
Duke Energy January 1998 - June 1998
First Union National Bank October 1996 - October 1997
First Data Resources May 1994 - February 1996
International Masters Publishers August 1992 - April 1994
Simon & Schuster November 1990 - July 1992
Skills
Copy Editing, Training, Editing, Proofreading, Marketing, Press Releases, Web Content, Research, Proposal Writing, Editorial, Management, Books
Education
Bucknell University
BA
Lowe's Home Improvement September 2013 - Present
Lowe's Home Improvement July 2012 - September 2013
Freelance Writing/Editing January 2008 - June 2012
Duke Energy January 1998 - June 1998
First Union National Bank October 1996 - October 1997
First Data Resources May 1994 - February 1996
International Masters Publishers August 1992 - April 1994
Simon & Schuster November 1990 - July 1992
Skills
Copy Editing, Training, Editing, Proofreading, Marketing, Press Releases, Web Content, Research, Proposal Writing, Editorial, Management, Books
Education
Bucknell University
BA
Angela Clubb's First Union National Bank Experience April 2000 - April 2001
Job Ambassador at Plexus Worldwide
Industry Real Estate
Experience
Plexus Worldwide August 2015 - Present
ProBuild July 2015 - Present
Mary Kay Inc. August 2012 - Present
Coastal Carolina Home Watch September 2014 - May 2015
Sports & More February 2011 - August 2014
Bosworth & Associates May 2008 - February 2011
Smith Turner Group September 2006 - May 2008
Hampton Inn January 2005 - August 2006
Duke Energy April 2001 - April 2002
First Union National Bank April 2000 - April 2001
Skills
Data Entry, Payroll, Invoicing, Customer Satisfaction, Management, Telephone Skills, Lotus Notes, Fax, Filing, Hotels, Quality Assurance, Office Equipment, Office Management, Travel Arrangements, Time Management, Administrative Work, Event Planning, Customer Service, Administrative..., Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Scheduling
Education
King's College 1999 — 2000
Certificate, Office Management and Supervision
Belmont Abbey College
Business Management (Maintaining
Plexus Worldwide August 2015 - Present
ProBuild July 2015 - Present
Mary Kay Inc. August 2012 - Present
Coastal Carolina Home Watch September 2014 - May 2015
Sports & More February 2011 - August 2014
Bosworth & Associates May 2008 - February 2011
Smith Turner Group September 2006 - May 2008
Hampton Inn January 2005 - August 2006
Duke Energy April 2001 - April 2002
First Union National Bank April 2000 - April 2001
Skills
Data Entry, Payroll, Invoicing, Customer Satisfaction, Management, Telephone Skills, Lotus Notes, Fax, Filing, Hotels, Quality Assurance, Office Equipment, Office Management, Travel Arrangements, Time Management, Administrative Work, Event Planning, Customer Service, Administrative..., Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Scheduling
Education
King's College 1999 — 2000
Certificate, Office Management and Supervision
Belmont Abbey College
Business Management (Maintaining
Susan Tramont's First Union National Bank Experience 1991 - 1997
Job Senior Vice President at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation February 2003 - Present
Citi January 1997 - 2002
First Union National Bank 1991 - 1997
Southeast Bank 1984 - 1991
Education
Boston University
Bachelor of Arts (B.A.), Hispanic Studies
State University of New York at Buffalo
Master's degree, International Business
State University of New York at Buffalo
Master of Education (MEd), ESOL
Regions Financial Corporation February 2003 - Present
Citi January 1997 - 2002
First Union National Bank 1991 - 1997
Southeast Bank 1984 - 1991
Education
Boston University
Bachelor of Arts (B.A.), Hispanic Studies
State University of New York at Buffalo
Master's degree, International Business
State University of New York at Buffalo
Master of Education (MEd), ESOL
Mark DellaValle's First Union National Bank Experience September 2000 - August 2002
Job Technical Operations Manager at Social & Scientific Systems
Industry Research
Experience
Social & Scientific Systems April 2014 - Present
RTI International January 2012 - March 2014
RTI International October 2008 - December 2012
United Guaranty Corporation September 2002 - October 2008
First Union National Bank September 2000 - August 2002
Bank of America January 2001 - August 2001
eMedSoft.com October 1999 - August 2000
Cornell University January 1993 - October 1999
WoodWrite Systems January 1989 - December 1992
Cornell University August 1980 - December 1988
Skills
Program Management, Cross-functional Team..., PMP, Project Management, Software Project..., Vendor Management, Process Improvement, Project Portfolio..., Governance, MS Project, ITIL, SharePoint, ERP, SDLC, IT Management, PMO, Business Process..., IT Service Management, IT Strategy, Software Documentation, CRM, Security, Business Intelligence, Integration, Software Development, Change Management, Project Planning, Team Leadership, Requirements Gathering, Management, Information Technology, Business Analysis, Requirements Analysis, Analysis, Visio, Enterprise Architecture, Disaster Recovery, Resource Management, Agile Methodologies, Business Process, IT Operations, Consulting, Agile Project Management, Mentoring, Databases, Quality Assurance, Systems Analysis, Data Analysis, Process Engineering
Education
State University of New York at Binghamton 1977 — 1981
Bachelor's degree, Psychology
Social & Scientific Systems April 2014 - Present
RTI International January 2012 - March 2014
RTI International October 2008 - December 2012
United Guaranty Corporation September 2002 - October 2008
First Union National Bank September 2000 - August 2002
Bank of America January 2001 - August 2001
eMedSoft.com October 1999 - August 2000
Cornell University January 1993 - October 1999
WoodWrite Systems January 1989 - December 1992
Cornell University August 1980 - December 1988
Skills
Program Management, Cross-functional Team..., PMP, Project Management, Software Project..., Vendor Management, Process Improvement, Project Portfolio..., Governance, MS Project, ITIL, SharePoint, ERP, SDLC, IT Management, PMO, Business Process..., IT Service Management, IT Strategy, Software Documentation, CRM, Security, Business Intelligence, Integration, Software Development, Change Management, Project Planning, Team Leadership, Requirements Gathering, Management, Information Technology, Business Analysis, Requirements Analysis, Analysis, Visio, Enterprise Architecture, Disaster Recovery, Resource Management, Agile Methodologies, Business Process, IT Operations, Consulting, Agile Project Management, Mentoring, Databases, Quality Assurance, Systems Analysis, Data Analysis, Process Engineering
Education
State University of New York at Binghamton 1977 — 1981
Bachelor's degree, Psychology
Ann Worley's First Union National Bank Experience October 1992 - September 1999
Job
Industry Fund-Raising
Experience
American Institute for Cancer Research October 2000 - Present
Fisher Investments September 1999 - July 2000
First Union National Bank October 1992 - September 1999
Bank of America April 1985 - October 1992
PNC September 1981 - April 1985
Skills
Planned Giving, Stewardship, Annual Giving, Endowments, Gifts, Estate Planning, Fundraising, Charities, Asset Management, Donor Relations, Public Speaking, Individual Giving, Writing, Non-profits, Philanthropy, Nonprofits, Non-profit..., Grant Writing, Program Development, Board Development, Prospect Research, Alumni Relations, Grants, Investment Management, Fundraisers, Capital Campaigns, Major Gift Development, Newsletters, Annual Fund
Education
Baldwin Wallace University 1971 — 1975
BS, Sociology/Psychology
North Allegheny High School 1969 — 1971
American Institute for Cancer Research October 2000 - Present
Fisher Investments September 1999 - July 2000
First Union National Bank October 1992 - September 1999
Bank of America April 1985 - October 1992
PNC September 1981 - April 1985
Skills
Planned Giving, Stewardship, Annual Giving, Endowments, Gifts, Estate Planning, Fundraising, Charities, Asset Management, Donor Relations, Public Speaking, Individual Giving, Writing, Non-profits, Philanthropy, Nonprofits, Non-profit..., Grant Writing, Program Development, Board Development, Prospect Research, Alumni Relations, Grants, Investment Management, Fundraisers, Capital Campaigns, Major Gift Development, Newsletters, Annual Fund
Education
Baldwin Wallace University 1971 — 1975
BS, Sociology/Psychology
North Allegheny High School 1969 — 1971
David Thimme's First Union National Bank Experience 1989 - 1999
Job Business Information Analyst at Compass Group North America
Industry Financial Services
Experience
Compass Group North America July 2012 - Present
SMB Internet Authority October 2010 - May 2015
Aquasana For Life 2007 - May 2015
ArnoldIT 2010 - 2010
Oldham County Public Schools & Private Schools 2007 - 2009
Princeton Retirement Group, Inc. (Formerly Invesco Retirement, Inc.) 2000 - 2004
SunTrust Bank 1999 - 2000
First Union National Bank 1989 - 1999
MCI Worldcom 1995 - 1997
American Express Financial Advisors 1994 - 1995
Skills
Online Marketing, Entrepreneurship, Email Marketing, SEO, Small Business, Social Media Marketing, Start-ups, Marketing, Blogging, Marketing Strategy, SEM
Education
University of Louisville 2004 — 2006
M.A., English
Bradley University 1991 — 1993
B.S., Business Management
Barrington High School
Compass Group North America July 2012 - Present
SMB Internet Authority October 2010 - May 2015
Aquasana For Life 2007 - May 2015
ArnoldIT 2010 - 2010
Oldham County Public Schools & Private Schools 2007 - 2009
Princeton Retirement Group, Inc. (Formerly Invesco Retirement, Inc.) 2000 - 2004
SunTrust Bank 1999 - 2000
First Union National Bank 1989 - 1999
MCI Worldcom 1995 - 1997
American Express Financial Advisors 1994 - 1995
Skills
Online Marketing, Entrepreneurship, Email Marketing, SEO, Small Business, Social Media Marketing, Start-ups, Marketing, Blogging, Marketing Strategy, SEM
Education
University of Louisville 2004 — 2006
M.A., English
Bradley University 1991 — 1993
B.S., Business Management
Barrington High School
Patrick Callan's First Union National Bank Experience January 2001 - December 2003
Job Finance Business Analyst at Palmetto Health
Industry Hospital & Health Care
Experience
Palmetto Health July 2010 - Present
Wells Fargo January 2003 - December 2006
First Union National Bank January 2001 - December 2003
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Analysis, Software Documentation, PowerPoint, Microsoft Word, Business Analysis, Financial Accounting, Customer Service, Microsoft Office, Project Management, Management, Fundraising, Teamwork
Education
Augusta State University - College of Business Administration 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Virginia Polytechnic Institute and State University
Palmetto Health July 2010 - Present
Wells Fargo January 2003 - December 2006
First Union National Bank January 2001 - December 2003
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Analysis, Software Documentation, PowerPoint, Microsoft Word, Business Analysis, Financial Accounting, Customer Service, Microsoft Office, Project Management, Management, Fundraising, Teamwork
Education
Augusta State University - College of Business Administration 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Virginia Polytechnic Institute and State University
Lisa Timmerman's First Union National Bank Experience January 1996 - January 1999
Job Registered Marketing Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2007 - Present
Morgan Stanley Smith Barney February 2007 - Present
UBS April 1999 - February 2007
UBS April 1999 - February 2007
UBS Financial Services January 1999 - January 2007
First Union National Bank January 1996 - January 1999
First Union National Bank January 1993 - January 1996
First Union National Bank January 1991 - January 1993
Skills
Series 7 license, Series 66 license, Life & Health Insurance..., Banking, FINRA, Series 7, Investments, Life Insurance, Series 63, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Finance, Investment Advisory
Education
Bergen Community College 1986 — 1989
Associates of Science, Business Administration
Bergen Community College
Associate of Science, Business Administration
Morgan Stanley Smith Barney February 2007 - Present
Morgan Stanley Smith Barney February 2007 - Present
UBS April 1999 - February 2007
UBS April 1999 - February 2007
UBS Financial Services January 1999 - January 2007
First Union National Bank January 1996 - January 1999
First Union National Bank January 1993 - January 1996
First Union National Bank January 1991 - January 1993
Skills
Series 7 license, Series 66 license, Life & Health Insurance..., Banking, FINRA, Series 7, Investments, Life Insurance, Series 63, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Finance, Investment Advisory
Education
Bergen Community College 1986 — 1989
Associates of Science, Business Administration
Bergen Community College
Associate of Science, Business Administration
Anne Gerrety's First Union National Bank Experience June 1993 - January 2000
Job Human Resources Consultant at Independent
Industry Human Resources
Experience
Independent 2012 - Present
ENC Marketing and Communications, Inc 2010 - February 2012
ASI Government July 2003 - December 2009
Velocita October 2000 - December 2002
Merrill Lynch March 2000 - October 2000
First Union National Bank June 1993 - January 2000
Skills
Organizational..., Performance Management, Leading Organizational..., Human Resources, Coaching, Recruiting, Business Planning, Organizational..., Change Management, Performance Improvement, Strategic Planning, Process Improvement, Program Management, Management Consulting, Deferred Compensation, Policy, Project Management, Government, Employee Relations, Internal Communications, Leadership
Education
Boston College 1978 — 1982
B.A., Human Development
Stone Ridge
Independent 2012 - Present
ENC Marketing and Communications, Inc 2010 - February 2012
ASI Government July 2003 - December 2009
Velocita October 2000 - December 2002
Merrill Lynch March 2000 - October 2000
First Union National Bank June 1993 - January 2000
Skills
Organizational..., Performance Management, Leading Organizational..., Human Resources, Coaching, Recruiting, Business Planning, Organizational..., Change Management, Performance Improvement, Strategic Planning, Process Improvement, Program Management, Management Consulting, Deferred Compensation, Policy, Project Management, Government, Employee Relations, Internal Communications, Leadership
Education
Boston College 1978 — 1982
B.A., Human Development
Stone Ridge
Lary Heichel's First Union National Bank Experience April 1988 - April 1990
Job VP Internal Audit Manager at TD Bank Group
Industry Banking
Experience
TD Bank Group February 2012 - Present
Regent Bank September 2010 - February 2012
CommunitySouth Bank & Trust December 2006 - September 2010
Carolina First Bank 1999 - 2006
Homegold Inc. June 1997 - September 1999
American Federal Bank April 1990 - June 1997
First Union National Bank April 1988 - April 1990
First Federal Savings of South Carolina January 1987 - April 1988
Skills
Banking, Risk Management, Compliance, SOX, Internal Audit, Sarbanes-Oxley Act, Auditing, Financial Risk, Accounting, Enterprise Risk..., Finance, Financial Reporting, Internal Controls
Education
Bob Jones University 1982 — 1986
Bachelor of Science, Accounting
TD Bank Group February 2012 - Present
Regent Bank September 2010 - February 2012
CommunitySouth Bank & Trust December 2006 - September 2010
Carolina First Bank 1999 - 2006
Homegold Inc. June 1997 - September 1999
American Federal Bank April 1990 - June 1997
First Union National Bank April 1988 - April 1990
First Federal Savings of South Carolina January 1987 - April 1988
Skills
Banking, Risk Management, Compliance, SOX, Internal Audit, Sarbanes-Oxley Act, Auditing, Financial Risk, Accounting, Enterprise Risk..., Finance, Financial Reporting, Internal Controls
Education
Bob Jones University 1982 — 1986
Bachelor of Science, Accounting
Jamie Rizzo's First Union National Bank Experience May 1996 - August 1997
Job Vice President, Fixed Income Analyst at Aflac Global Investments
Industry Financial Services
Experience
Aflac Global Investments July 2014 - Present
Fitch Ratings January 2005 - July 2014
Geller & Company / Bloomberg August 1997 - January 2005
First Union National Bank May 1996 - August 1997
Education
University of Delaware
BA
University of North Carolina at Charlotte - Belk College of Business
MBA, Finance
City University of New York-Baruch College - Zicklin School of Business
MS, Accounting
Aflac Global Investments July 2014 - Present
Fitch Ratings January 2005 - July 2014
Geller & Company / Bloomberg August 1997 - January 2005
First Union National Bank May 1996 - August 1997
Education
University of Delaware
BA
University of North Carolina at Charlotte - Belk College of Business
MBA, Finance
City University of New York-Baruch College - Zicklin School of Business
MS, Accounting
Kevin Chorazak's First Union National Bank Experience June 1997 - February 2002
Job Commercial Real Estate Professional
Industry Commercial Real Estate
Experience
Property Capital February 2002 - December 2009
First Union National Bank June 1997 - February 2002
Skills
Mortgage Banking, Commercial Mortgages, Structured Finance, Commercial Real Estate..., Commercial Real Estate..., DCF Valuation, Argus Modeling, Asset Managment
Education
Canisius College 1991 — 1995
Bachelor of Science (BS), Accounting
Property Capital February 2002 - December 2009
First Union National Bank June 1997 - February 2002
Skills
Mortgage Banking, Commercial Mortgages, Structured Finance, Commercial Real Estate..., Commercial Real Estate..., DCF Valuation, Argus Modeling, Asset Managment
Education
Canisius College 1991 — 1995
Bachelor of Science (BS), Accounting
Sonya S., BA., MBA.'s First Union National Bank Experience April 1998 - June 2000
Job Compliance Officer/Consultant/Trainer
Industry Research
Experience
University of Tennessee August 2014 - May 2015
University of Tennessee August 2014 - May 2015
Purdue University March 2013 - April 2014
Novant Health February 2007 - February 2013
Carolinas Healthcare System August 2005 - August 2006
Carolinas Healthcare System June 2000 - August 2005
First Union National Bank April 1998 - June 2000
Carolinas Healthcare System June 1996 - April 1998
Skills
Hospitals, Healthcare Management, HIPAA, Administrative..., Business Development, Employee Benefits, Customer Service, Coordination, Microsoft Excel, E-Learning, General Ledger, Microsoft Office, Microsoft Word, Office Management, Community Outreach, Oncology, PowerPoint, Problem Solving, Strategic Planning, Quality Assurance, Quality Auditing, Recruiting, Unix, Youth Development, Youth Mentoring, Healthcare, Software Documentation, IRB, Time Management, Leadership, Policy, Training, Research, Clinical Research, Management, Program Management, Data Entry, Access, Critical Thinking
Education
Walden University 2013 — 2016
DBA, Project Management
Walden University 2011 — 2013
Master of Business Administration (M.B.A.), Health Care Administration, 3.56
Belmont Abbey College 2009 — 2011
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
University of Tennessee August 2014 - May 2015
University of Tennessee August 2014 - May 2015
Purdue University March 2013 - April 2014
Novant Health February 2007 - February 2013
Carolinas Healthcare System August 2005 - August 2006
Carolinas Healthcare System June 2000 - August 2005
First Union National Bank April 1998 - June 2000
Carolinas Healthcare System June 1996 - April 1998
Skills
Hospitals, Healthcare Management, HIPAA, Administrative..., Business Development, Employee Benefits, Customer Service, Coordination, Microsoft Excel, E-Learning, General Ledger, Microsoft Office, Microsoft Word, Office Management, Community Outreach, Oncology, PowerPoint, Problem Solving, Strategic Planning, Quality Assurance, Quality Auditing, Recruiting, Unix, Youth Development, Youth Mentoring, Healthcare, Software Documentation, IRB, Time Management, Leadership, Policy, Training, Research, Clinical Research, Management, Program Management, Data Entry, Access, Critical Thinking
Education
Walden University 2013 — 2016
DBA, Project Management
Walden University 2011 — 2013
Master of Business Administration (M.B.A.), Health Care Administration, 3.56
Belmont Abbey College 2009 — 2011
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Tameeka Wiggins's First Union National Bank Experience February 2000 - October 2001
Job Insurance Professional
Industry Insurance
Experience
Colony Insurance Group 2001 - 2012
First Union National Bank February 2000 - October 2001
Skills
Microsoft Office, Policy Analysis, Data Entry, Account Reconciliation
Education
Bryant and Stratton College-Richmond 2000 — 2000
Certificate, Medical Insurance Coding Specialist/Coder, 3.0
Colony Insurance Group 2001 - 2012
First Union National Bank February 2000 - October 2001
Skills
Microsoft Office, Policy Analysis, Data Entry, Account Reconciliation
Education
Bryant and Stratton College-Richmond 2000 — 2000
Certificate, Medical Insurance Coding Specialist/Coder, 3.0
Reggie Whitley's First Union National Bank Experience 1996 - 1998
Job Sr. Product Manager, Fraud & Identity Services at Experian
Industry Information Services
Experience
Experian April 2012 - Present
Bank of America April 2010 - April 2012
Bank of America August 2006 - April 2010
Wachovia Bank 2001 - 2006
First Union National Bank 1996 - 1998
Skills
Fraud, Fraud Claims, Fraud Detection, Online Fraud, Identity Fraud, Check Fraud, Identity Theft, Debit Cards, Credit Scoring, Payments, Credit Cards
Education
University of North Carolina at Charlotte 1995 — 1997
History
Campbell University 1994 — 1995
Experian April 2012 - Present
Bank of America April 2010 - April 2012
Bank of America August 2006 - April 2010
Wachovia Bank 2001 - 2006
First Union National Bank 1996 - 1998
Skills
Fraud, Fraud Claims, Fraud Detection, Online Fraud, Identity Fraud, Check Fraud, Identity Theft, Debit Cards, Credit Scoring, Payments, Credit Cards
Education
University of North Carolina at Charlotte 1995 — 1997
History
Campbell University 1994 — 1995
Adrienne Spano-Johnson's First Union National Bank Experience 1987 - 2001
Job Banking Professional
Industry Banking
Experience
Shelby's Coffee Shoppe October 2005 - Present
First Union National Bank 1987 - 2001
LaSalle Bank 1983 - 1986
Skills
Operations Management, Trading, Training, Human Resources, Fixed Income, Bonds, Securities, Treasury, Financial Advisory, Sales, MBS, Banking, Sales Management, Risk Management, Analysis, Business Development, Business Planning, Negotiation, Business Strategy, Relationship Management
Education
Boyd Anderson High School
high school
Broward Community College
Business Administration and Management, General
Shelby's Coffee Shoppe October 2005 - Present
First Union National Bank 1987 - 2001
LaSalle Bank 1983 - 1986
Skills
Operations Management, Trading, Training, Human Resources, Fixed Income, Bonds, Securities, Treasury, Financial Advisory, Sales, MBS, Banking, Sales Management, Risk Management, Analysis, Business Development, Business Planning, Negotiation, Business Strategy, Relationship Management
Education
Boyd Anderson High School
high school
Broward Community College
Business Administration and Management, General
Kimball Galbraith's First Union National Bank Experience August 1995 - March 2001
Job Teacher at BYUIdaho
Industry Education Management
Experience
BYU-Idaho September 2001 - Present
First Union National Bank August 1995 - March 2001
Delphi Structured Finance January 1994 - July 1995
Aegis Holdings May 1992 - August 1993
Education
Idaho State University 2008 — 2011
Doctor of Philosophy (PhD), Instructional Design
Rutgers, The State University of New Jersey - Rutgers Business School 1991 — 1993
Master of Business Administration (MBA), Finance, General
Brigham Young University 1987 — 1991
Bachelor of Science (BS), Management of Information Systems
BYU-Idaho September 2001 - Present
First Union National Bank August 1995 - March 2001
Delphi Structured Finance January 1994 - July 1995
Aegis Holdings May 1992 - August 1993
Education
Idaho State University 2008 — 2011
Doctor of Philosophy (PhD), Instructional Design
Rutgers, The State University of New Jersey - Rutgers Business School 1991 — 1993
Master of Business Administration (MBA), Finance, General
Brigham Young University 1987 — 1991
Bachelor of Science (BS), Management of Information Systems
Citizens Bank
Indymac Bank
MBNA
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation
First Union