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
Prestige Properties of the Carolinas LLC ManagerDeloitteNovember 1993 - November 2007
Collins and Aikman June 1985 - October 1993
First Union National Bank June 1984 - June 1985
JP Stevens June 1982 - June 1984
Skills
Investment Properties, Buyers, Property, Customer Service, ERP, Sellers, Microsoft Excel, Relocation, Real Estate Transactions, Real Estate
Education
University of North Carolina at Charlotte 1978 — 1980
Bachelor's Degree, Business Administration and Management, General
University of North Carolina at Chapel Hill 1974 — 1976
Bachelor's Degree, American History (United States)
East Carolina University 1972 — 1974
General College
Barcoding Inc. April 2012 - Present
Barcoding Inc. May 2009 - April 2012
UPS Logistics Technologies April 2007 - May 2009
Christomel Inc. June 2006 - December 2006
Thomas Cook/Travelex Foreign Exchange 2003 - 2006
MCI Worldcom/Verizon 1998 - 2003
First Union National Bank 1997 - 1998
Skills
Solution Selling, Account Management, Salesforce.com, Enterprise Software, SaaS, Channel, Strategic Partnerships, Business Development, Mobile Devices, Direct Sales, Cloud Computing, New Business Development, Channel Partners, Sales Process, Wireless, Integration, Start-ups, Business Alliances, B2B, Business Strategy, Professional Services, Team Building, Team Leadership, Lead Generation, Selling, Product Management, Product Marketing, CRM, Managed Services, Go-to-market Strategy, International Sales, Cross-functional Team..., Sales Management, Key Account Management, Sales Operations, Business Intelligence, Pre-sales, Strategy, Management, Contract Negotiation, Competitive Analysis, Program Management
Education
Dickinson College
BA
The Johns Hopkins University
MBA
Lash Group May 2014 - Present
ettain group April 2013 - May 2014
CSC January 2008 - February 2013
First Consulting Group, Inc. (NASDAQ: FCGI) May 1998 - January 2008
First Data Corporation March 1997 - April 1998
First Union National Bank November 1993 - March 1997
Wang Labs Inc 1982 - 1993
Wang Laboratories, Inc. 1982 - 1993
Skills
Technical Project..., Enterprise Application..., Healthcare Information..., IT Strategy, HL7, Integration, Healthcare, EAI, Program Management, PMO, IT Management, Vendor Management, Requirements Analysis, Business Analysis, Management Consulting, Process Improvement, Project Management, Contract Management, Staff Development, Start-ups, Software Implementation, Business Process..., SDLC, Management, Enterprise Architecture, Software Project..., Solution Architecture, Business Intelligence, Enterprise Software, Disaster Recovery, ITIL, Requirements Gathering, SOA, IT Service Management, Agile Methodologies, Leadership, Change Management, Software Development, Consulting, PMP, Outsourcing, Project Portfolio..., Business Process
Education
University of Illinois at Chicago 1973 — 1975
Bachelor's Degree
DePauw University 1972 — 1973
Willowbrook High School 1968 — 1972
High School
Wells Fargo September 2014 - Present
Wells Fargo 2010 - August 2014
First Union/Wachovia/Wells Fargo 1997 - 2010
First Union National Bank 1995 - 1997
First Union National Bank 1994 - 1995
First Union National Bank 1993 - 1994
Dominion Bankshares 1992 - 1993
Skills
Banking, Risk Management, Application Security..., Penetration Testing, Web Application Firewall, Security Policy, Security Controls, DDoS Mitigation, Security Research, Application Security..., Security Architecture..., Authentication Systems, SAML, SDLC, Microsoft Excel, Microsoft Office, Integration, Internet Banking, Information Security, Security, Web Applications, Application Security, Architectures, Application Architecture, Data Security, Vulnerability Assessment, Encryption, Identity Management, Incident Management, Design Patterns, E-commerce, Computer Security, Web Application Security, Solution Architecture, Network Security, Architecture
Education
East Tennessee State University
Bachelor's Degree, Computer Science
. September 2002 - Present
Old Bridge Township Board of Education September 1996 - Present
Private Tutor September 1995 - Present
Independent Consultant for The Pampered Chef January 1999 - August 2002
First Union National Bank May 1995 - September 1996
Upper Freehold Reg School Dist September 1995 - June 1996
Old Bridge Township Raceway March 1985 - July 1994
H&R Block January 1994 - May 1994
Central Jersey Bank September 1991 - May 1994
Marty's Shoe Store March 1990 - June 1992
Skills
Curriculum Design, Classroom, Curriculum Development, Educational Leadership, Special Education
Education
Seton Hall University 2014 — 2015
Educational Specialist (Ed.S), Educational Leadership and Administration, General
Drake University 2005 — 2007
Mathematics
Marygrove College 2000 — 2001
Master of Education (M.Ed.), Education
Georgian Court University 1991 — 1995
Bachelor of Arts (B.A.), Special Education and Teaching
Flaharty Asset Management, LLC August 2012 - Present
Wells Fargo Bank April 2006 - August 2012
Neuberger Berman January 2003 - April 2006
SunTrust Bank 1997 - 2002
First Union National Bank 1987 - 1993
Skills
Investments, Asset Allocation, Series 7, Series 66, Wealth Management, Series 63, Securities, Estate Planning, Mutual Funds, Retirement, Investment Advisory, Alternative Investments, Retirement Planning, Investment Management, FINRA, 401k, Asset Management, Portfolio Management, Strategic Financial..., Hedge Funds, High Net Worth..., Bonds, Fixed Income, Investment Strategies
Education
NYU Stern School of Business 1981 — 1982
Master's degree, Accounting
Dartmouth College 1977 — 1981
Bachelor of Arts (B.A.), History
Tarpon Springs High School
Carolina One Real Estate February 2015 - Present
Keller Williams Realty Charleston November 2012 - January 2015
ERA Real Solutions Realty December 2011 - June 2012
TIAA-CREF October 2007 - January 2010
Wachovia, A Wells Fargo Company September 2002 - October 2007
Pierce Associates September 2001 - September 2002
C-bridge Internet Solutions June 2000 - September 2001
First Union National Bank August 1997 - June 2000
BISYS Fund Services August 1993 - February 1997
Prudential Securities February 1993 - August 1993
Skills
Marketing Strategy, Market Planning, Strategic Planning, Integrated Marketing, Series 7, Product Marketing, New Business Development, Business Planning, Competitive Analysis, Business Strategy, Product Management, Marketing Management, Market Analysis, Cross-functional Team..., Sales, Real Estate, Strategic Consulting, Management Consulting, Asset Management, Asset Managment, Selling, Marketing, Strategy, Leadership, Business Development, Lead Generation, Email Marketing, Seller Representation, Relocation, Buyer Representation
Education
Hofstra University 1983 — 1986
Bachelor of Business Administration Magna Cum Laude, Marketing Major/Psychology Minor
Fuqua School of Business, Duke University 2004 — 2004
Certificate, Leadership Development Program
Hondros College 2011 — 2011
State License, Real Estate, Federal portion 93%/ State portion 90%
Lower Dauphin High School 1971 — 1976
HS Diploma, College Prep
Pinnacle Products International, Inc. May 2015 - Present
Penn Warehousing and Distribution Company October 2010 - October 2014
SCA January 2008 - June 2010
Wachovia Bank June 2006 - January 2008
Red Bull May 2002 - June 2006
R.A.H. Paper Company June 2001 - May 2002
First Union National Bank July 1999 - June 2001
Skills
Management, Training, Leadership, Forecasting, Account Management, Logistics, Customer Service, Negotiation, Program Management, Sales, Pricing, Microsoft Excel, New Business Development, Employee Training, Sales Management, Selling, Accounting, Customer Retention, Product Development, Finance, Team Building, Process Improvement
Education
Delaware County Community College 1996 — 1999
A.S., General Education
Silverhawk Capital Partners June 2005 - Present
Wachovia Capital Partners January 2001 - April 2005
First Union Capital Partners 1999 - 2001
First Union National Bank 1995 - 1998
Skills
Private Equity, Investments, Portfolio Management, Mergers & Acquisitions, Asset Management, Due Diligence, Valuation, Finance, Equities
Education
Duke University 1990 — 1994
Bachelor's degree, Economics
American School in London 1984 — 1990
Wilson & Cofield Electric Service, Inc. February 2006 - Present
First Union National Bank 1986 - June 1988
Skills
Contract Management
Education
East Carolina University 1980 — 1982
Genesis HealthCare May 2013 - Present
abc Pediatric Home Health Care June 2012 - April 2013
Independence Blue Cross January 2005 - August 2012
Independence Blue Cross June 2001 - January 2005
First Union National Bank June 2000 - December 2000
Skills
Nursing, Critical Thinking, Healthcare, Medicare, Hospitals, Medicaid, Managed Care, Insurance, HIPAA, Medical Terminology, Cpr Certified, Leadership, Patient Advocacy
Education
La Salle University 2008 — 2011
Bachelors, Nursing
Community College of Philadelphia 2004 — 2007
Associates, Liberal Arts
Wachovia, A Wells Fargo Company August 1998 - Present
First Union National Bank August 1996 - August 1998
Skills
Distributed File Systems, Active Directory, BMC Remedy, Novell Netware, Exchange Management...
Education
DPT Business School 1997 — 1998
Network Engineer
Rittenhouse Book Distributors May 2003 - January 2012
Sanchez Computer Associates February 1999 - March 2003
First Union National Bank May 1984 - February 1999
Skills
Customer Service, Call Center, Product Marketing, Retail Banking, Business Analysis, Quality Assurance, Web Design, Microsoft Office, Systems Analysis, Requirements Gathering, Use Case Analysis, Functional..., Requirements Analysis, Branch Banking, Product Development, Technical Training, Documentation, Customer Relations, Problem Solving, Testing, Forecasting, HTML, Leadership, People Skills
Education
Dickinson College 1973 — 1977
Bachelor of Arts, English
Starr Companies May 2015 - Present
AIG May 1999 - September 2013
First Union National Bank January 1992 - June 1998
Skills
Property & Casualty..., Insurance Essentials, Conflict Resolution, Negotiation, Effective Leadership..., Banking Platform Skills..., Professional Sales..., Automated Underwriting..., Brokerage Product..., Administrative..., Underwriting, General Insurance, Professional Liability, Liability, Finance, Administration, Insurance, Claim, Workers Compensation, Time Management, Casualty, Employment Practices..., Administrative..., Customer Service, Microsoft Office, Commercial Insurance
Education
Drexel University - College of Business and Administration 1999 — 2000
Banking, Corporate, Finance, and Securities Law
Philadelphia Training Center 1988 — 1989
Certification Diploma, Computerize Operation
Abraham Lincoln High School 1984 — 1988
SunTrust Bank February 2002 - October 2012
First Union National Bank December 1997 - October 2001
Skills
Banking, Commercial Lending
Education
Denison University
Bachelor's degree, Political Science
Pennsylvania State Universisty
Master of Public Administration (MPA), Public Administration
Temple University - James E. Beasley School of Law
Doctor of Law (JD), Law
Wells Fargo 1995 - Present
First Union National Bank 1991 - 1995
First Fidelity Bank, N.A.and Fidelity Bank 1981 - 1991
Skills
Portfolio Management, Management, Underwriting, Cash Management, Commercial Banking, Relationship Management, Financial Services, Credit, Strategy, Leadership, Insurance, Corporate Finance, Credit Risk, Banking, Financial Structuring
Education
Drexel University 1981 — 1984
MBA, Finance
Muhlenberg College 1977 — 1981
BA, Business Administration
Kudu Investment Management April 2014 - Present
Alpha Strategic plc January 2013 - March 2014
Asset Management Finance October 2003 - November 2012
Putnam Lovell NBF December 1998 - October 2003
First Union National Bank July 1995 - December 1998
T. Rowe Price 1990 - 1993
Education
Thunderbird School of Global Management 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Dickinson College 1985 — 1989
Bachelor of Arts (B.A.), International/Global Studies
Countybank November 2012 - Present
Countybank July 2011 - Present
Greer State Bank July 2004 - April 2011
CAROLINA FIRST BANK 1995 - 2004
First Union National Bank 1986 - 1995
Skills
Credit, Commercial Lending, Credit Analysis, Commercial Banking, Loans
Education
Louisiana State University 1997 — 1999
Graduate School of Banking
Duke University 1982 — 1986
BA, Economics
Balentine January 2013 - Present
Balentine March 2011 - January 2013
Franklin Street Partners 2003 - March 2011
Trident Financial Corp./Trident Securities, Inc. 2000 - 2002
First Union National Bank June 1998 - June 2000
Skills
Asset Managment, Risk Management, Equities, Investments, Strategy, Investment Advisory, Management, Alternative Investments, Asset Management, Private Equity, Portfolio Management, Institutional..., Asset Allocation, Financial Modeling, Wealth Management, Investment Banking, Investment Management, Hedge Funds, Financial Analysis, Strategic Planning, Financial Services, Valuation, Series 7, Pensions
Education
Duke University - The Fuqua School of Business 2002 — 2004
M.B.A., Finance
University of North Carolina at Chapel Hill
B.A., Psychology & History
The Lawrenceville School 1989 — 1993
Diploma
Hampden-Sydney College
Hampden-Sydney College
Hampden-Sydney College
Hampden-Sydney College
iFrame Building Solutions January 2010 - Present
Desert iNet 2004 - 2014
EMI Advisors, LLC May 2008 - March 2010
Sparkplug Communications (Formerly Telespectra, LLC) July 2006 - March 2008
TeleSpectra, LLC January 2005 - June 2006
Extend America October 2003 - October 2005
Koch Ventures July 1998 - July 2001
First Union National Bank June 1992 - July 1998
Skills
Start-ups, Business Strategy, Contract Negotiation, Strategic Planning, Telecommunications, Corporate Finance, Private Equity, Investment Banking, Leadership, Management, New Business Development, Strategy, Business Development, Executive Management, Green Building, Construction, Strategic Partnerships, Entrepreneurship, Business Planning, Mergers & Acquisitions, Team Leadership, Marketing, Investments
Education
Duke University - The Fuqua School of Business 1990 — 1992
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Wichita State University 1984 — 1987
Bachelor of Applied Science (BASc), Finance, General
GATOR MOVING & STORAGE, CO August 2009 - Present
FINANZSTARK, LLC January 2008 - Present
ENTRUST FREEDOM August 2009 - December 2011
Millennium Bank March 2006 - July 2008
AmSouth's Wealth Management Group November 2001 - March 2006
AmSouth Bank January 1997 - January 2006
Merrill Lynch January 1995 - January 1997
First Union National Bank January 1988 - January 1994
Skills
Business Development, Project Management, Investments, Real Estate, Loans, Marketing, Sales Management, Financial Analysis, Portfolio Management, CRM, Strategic Financial..., New Business Development, Investors, Leadership, Business Planning, Selling, Sales, Networking, Customer Service, Property, Banking, Investment Properties, Commercial Real Estate, Customer Satisfaction
Education
Duke University
Texas Tech University
Bachelor, Business Administration; finance
Texas Tech University - Rawls College of Business 1980 — 1985
Canyon High School 1973 — 1976
Cohen Brown Performance Solutions
SAS July 2014 - Present
SAS November 2010 - June 2014
SAS April 2008 - November 2010
SAS December 2005 - June 2008
SAS May 2002 - December 2005
SAS June 2000 - May 2002
First Union National Bank December 1996 - May 2000
Skills
Demand Generation, Analytics, Marketing Automation, SaaS, B2B Marketing, Go-to-market Strategy, Marketing, Enterprise Software, Multi-channel Marketing, Lead Generation, Product Marketing, Marketing Communications, Project Management, Operations Management, SEO, Leadership
Education
Western Carolina University 2001 — 2003
Masters, Project Management
Duke University 1988 — 1992
BA, Sociology
University of Miami Health System 2012 - Present
E Research Technology 2009 - April 2012
Pfizer Pharmaceuticals 2002 - 2009
Pfizer Health Solutions 1996 - 2009
Pfizer Health Solutions 1998 - 2002
Pfizer Health Solutions 1996 - 1998
Pfizer Inc 1993 - 1996
First Union National Bank 1987 - 1990
Education
The Tuck School of Business at Dartmouth 1991 — 1993
Vanderbilt University 1983 — 1987
BA
Deerfield Academy 1980 — 1983
Edge Capital Partners, LLC September 2010 - December 2012
StableRiver Capital Management March 2008 - October 2010
Trusco Capital Management May 2000 - March 2008
Crestar Asset Management Company September 1996 - May 2000
First Union National Bank July 1987 - September 1996
Skills
Fixed Income, Liquidity Management, Portfolio Management, Credit Analysis, Residential Mortgages, Commercial Mortgages, Trading, Client Development, Sales Process, Compliance, Performance Measurement, Strategic Thinking, Product Marketing, Relationship Management, Fixed Income Portfolio..., Teamwork, Capital Management, Asset Management, MBS, Due Diligence, Alternative Investments, Asset Allocation, Investment Management, Equities, Investment Strategies, Investments, Bonds, Investment Advisory
Education
Drexel University - LeBow College of Business 1983 — 1987
Wells Fargo June 2012 - Present
Wells Fargo July 2010 - Present
Wachovia January 2001 - June 2010
First Union National Bank January 1994 - December 1999
First Union National Bank April 1990 - January 1994
Skills
Sales, Loans, Finance, Banking, Consumer Lending, Small Business Lending, Credit, Mortgage Lending, Commercial Lending
Education
Farmingdale State University of New York 1984 — 1996
Dowling College 1986 — 1989
Bachelor of Science, Computer and Information Sciences and Support Services
TCG Consulting March 2013 - Present
Carolina Raptor Center April 2011 - Present
aVERT Energy September 2011 - December 2012
MICROBAN INTERNATIONAL LTD September 2008 - November 2010
Wachovia Bank April 2003 - December 2007
Wachovia Bank N.A. January 2002 - April 2003
First Union National Bank September 2000 - January 2002
Championship Produce Inc. May 1999 - July 2000
Arthur Andersen Business Consulting January 1998 - May 1999
ADDISON WHITNEY INC January 1997 - January 1998
Skills
Marketing Strategy, Cross-functional Team..., Strategic Planning, Analysis, Strategy
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Marketing
Georgetown Prep
Georgetown Prep
Roanoke College
BBA, Business
Duke Energy Corporation July 2013 - Present
Marker 111: Navigating Change January 2012 - Present
University of South Carolina May 2013 - January 2015
OD on the Edge, a Community of Practice September 2010 - August 2014
The ABEO Group June 2007 - January 2012
Bank of America November 1998 - June 2007
Central Piedmont Community College March 1999 - June 2005
Wells Fargo / Wachovia February 1997 - November 1998
First Union National Bank February 1997 - November 1998
CompUSA January 1996 - February 1997
Skills
Change Management, Project Management, Process Improvement, Organizational..., Management Consulting, Coaching, PMP, Six Sigma, Consulting, Program Management, Strategic Planning, Executive Coaching, Management, Leadership Development, Training, Vendor Management, Business Transformation, Project Planning, Mergers & Acquisitions, Business Process..., Strategy, Leadership, Project Portfolio..., Risk Management, Governance, Business Analysis, Cross-functional Team...
Education
McColl School of Business, Queens University of Charlotte 2009 — 2011
MS Organizational Development - student
East Carolina University 1983 — 1985
BA, English and Philosophy
Providence Day School
Providence Day School
Providence Consulting Group May 2009 - Present
New Covenant Campus June 2008 - May 2013
Various Companies June 1999 - February 2009
Various Companies January 2000 - June 2008
First Union National Bank April 2000 - August 2001
Mid Bronx Council, Inc. May 1994 - July 1996
Skills
Leadership, Program Management, Nonprofits, Training, Strategic Planning, Grants, Budgets, Proposal Writing, Team Building, Business Development, Non-profits, Management, Public Speaking, Risk Management, Community Development, Leadership Development, Employee Training, Fundraising, Start-ups, Project Planning, Process Improvement, Operations Management, Data Analysis, Volunteer Management, Marketing, Workshop Facilitation, Marketing Strategy, Research, Administration, Organizational..., Policy, Management Consulting, Contract Negotiation, WordPress Design, SEO Optimization, Entrepreneurship, QuickBooks, Social Media, Event Planning, Community Outreach, Customer Service, Analysis
Education
Eastern University 2009 — 2011
MS, Non Profit Management
Chitwood & Chitwood Non Profit Compliance 2006 — 2006
Certificate, Non Profit Compliance
Temple University 2006 — 2006
Coursework, Real Estate State Laws & Sales
Investment and Lending School 2003 — 2004
Licensing, Investments, Lending and Insurance
Drexel University - LeBow College of Business 1997 — 1999
BA, Finance / Psychology
Charlotte Mecklenburg Library July 2012 - Present
Barry, Evans, Josephs & Snipes (BEJS) February 2011 - June 2012
Arts & Science Council of Charlotte-Mecklenburg October 2004 - June 2009
Wachovia Bank, N.A. April 1999 - September 2004
First Union National Bank July 1990 - March 1999
Skills
Banking, New Business Development, Executive Management, Microsoft Excel, Marketing Strategy, Strategic Financial..., Business Planning, Sales Management
Education
Wake Forest University Schools of Business 1977 — 1979
MBA, General Management
Duke University 1972 — 1976
B. A., Economics
Humana January 2015 - Present
Humana March 2012 - Present
Humana May 2007 - March 2012
Humana March 2006 - May 2007
BusinessGenetics, Inc. October 2005 - March 2006
Wachovia Corp. June 2004 - September 2005
Wachovia Corp September 2001 - July 2004
First Union National Bank January 1999 - September 2001
First Union National Bank January 1997 - December 1998
First Union National Bank December 1995 - December 1996
Skills
IT Strategy, Process Improvement, SDLC, Change Management, Program Management, Strategic Planning, Vendor Management, Enterprise Architecture, Project Portfolio..., Business Process..., Business Analysis, Business Intelligence, Project Management, Product Management, PMO, SaaS, Executive Management, Software Project..., Management Consulting, Leadership, Audience Response..., Management, Risk Management, Strategy, Healthcare Information..., IT Enabled Business..., IT Leadership, Enterprise IT Strategy, IT Cost Optimization, Information Technology..., Strategic IT Management, Business Development, Analysis, Security, Disaster Recovery
Education
Duke University - The Fuqua School of Business 2008 — 2009
MBA, Health Sector Mgmt - Alumni Certificate
Duke University - Fuqua School of Business 1998 — 1999
MBA, General Management
University of Louisville 1989 — 1991
B.S., Business Management / MIS
TIAA-CREF 2012 - Present
Wells Fargo 2009 - 2012
Evergreen Investments 2008 - 2009
Evergreen Investments 2003 - 2008
Evergreen Investments 2000 - 2003
First Union National Bank 1998 - 2000
US Army October 1985 - October 1988
Skills
Bloomberg, Morningstar, Microsoft Office, Lipper, Portfolio Management, Investments, Asset Allocation, Mutual Funds, Fixed Income, Asset Managment, Equities, Investment Management, Investment Strategies, Asset Management, Investment Advisory, Bonds, Management, Financial Services, Alternative Investments, Strategy, Wealth Management, Leadership
Education
East Carolina University - College of Business 1996 — 1998
MBA, Investments
East Carolina University 1988 — 1993
Bachelor of Science, Criminal Justice, Pre-Law
Citrix August 2014 - Present
Intuit September 2013 - Present
Intuit Health December 2011 - August 2013
Intuit August 2010 - December 2011
Intuit August 2008 - August 2010
Intuit August 2002 - August 2008
First Union National Bank January 2000 - August 2002
First Union National Bank June 1997 - January 2000
Decision Consultants, Inc June 1995 - June 1997
Skills
Marketing, Strategy, Product Marketing, Cross-functional Team..., Software Product..., Integrated Marketing, Start-ups, Go-to-market Strategy, Direct Marketing, Competitive Analysis, Lead Generation, Marketing Strategy, Cloud Computing, Leadership, CRM, Outsourcing, Digital Marketing, Segmentation, SaaS, Business Development, Team Building, Multi-channel Marketing, Mobile Devices, Product Launch, Demand Generation, Strategic Partnerships, Sales, Selling, Product Management
Education
Duke University - The Fuqua School of Business 2006 — 2007
MBA, General Management, Marketing
University of North Carolina at Chapel Hill 1991 — 1995
BA, Industrial Relations
US Bank August 2011 - Present
Morgan Stanley June 2010 - August 2011
US Bank 1996 - 2010
First Union National Bank 1996 - 2005
Education
Duke University - The Fuqua School of Business 2003 — 2004
MBA
Florida State University 1992 — 1996
BS, Finance & Psychology
GE Transportation November 2014 - Present
Harris Corporation April 2006 - August 2014
GE Energy 2002 - 2006
GE Transportation 1999 - 2002
First Union National Bank 1993 - 1996
First Union National Bank 1993 - 1996
Skills
Talent Management, Employee Relations, Organizational..., Human Resources, Personnel Management, Onboarding, HRIS, Leadership, Workforce Planning, Organizational..., Strategy, Applicant Tracking..., Succession Planning, Talent Acquisition, Recruiting, Strategic Planning, Change Management, Performance Management, College Recruiting, Employee Engagement, Deferred Compensation, Employee Training, Process Improvement
Education
DePaul University
BA, Secondary Education
Creative Kitchen & Bath June 2005 - Present
Creech's Plumbing, Inc. June 2005 - Present
BB&T 2002 - 2005
BB&T 2000 - 2002
BB&T 1998 - 2000
Granutec 1996 - 1998
First Union National Bank 1993 - 1996
Skills
Design, Marketing Strategy, Project Management, Sales, Product Development, Cross-functional Team..., Product Marketing, Negotiation, Team Building, Customer Service, Market Research, Segmentation, Sales Management, New Business Development, Sales Operations, Marketing, Marketing Communications, Product Launch, Analysis, Integrated Marketing, Strategic Planning, Strategy, Management, Training, Advertising, Retail, Program Management, Contract Negotiation, Product Management, Customer Satisfaction, Digital Marketing, Competitive Analysis, Account Management, Space planning, Trade Shows, Purchasing, Business Planning, Budgets, Email Marketing, Lead Generation
Education
East Carolina University - College of Business 1993 — 1996
BSBA, Marketing
TD July 2012 - Present
American Express January 2012 - July 2012
Ally Financial Inc. December 2010 - December 2011
Wells Fargo February 2009 - November 2010
Bank of America September 2007 - January 2009
Ernst & Young March 2005 - September 2007
Wachovia Bank March 2002 - February 2005
First Union National Bank September 1992 - February 2002
IBM February 1980 - March 1992
Skills
Enterprise Risk..., Operational Risk..., Risk Management, Governance, IT Audit, Financial Risk, Information Security, COBIT, Financial Services, Sarbanes-Oxley Act, Basell II, Data Governance, Expert Witness, Banking, Fraud, Project Portfolio..., Program Management, Internal Audit, Security, Risk Assessment
Education
Coventry University 1975 — 1980
MS, E & EE
Coventry University
Master's degree, Electrical and Electronics Engineering
HYC, LLC March 2012 - Present
US Bank September 2010 - March 2012
Childress Klein Properties July 2009 - September 2010
Real Estate Strategic Solutions, LLC January 2005 - June 2009
RBC 1999 - 2005
First Union National Bank 1987 - 1999
Skills
Finance, Leadership, Commercial Real Estate, Real Estate, Asset Management, Real Estate Transactions, Strategic Planning, Loans, Banking, Management, Real Estate Financing, Project Management, Commercial Lending
Education
Duke University 2005 — 2006
Certificate, Business Coaching
Oklahoma State University 1982 — 1986
BS, Business Administration, Marketing Major
Relias Learning August 2013 - Present
A Wireless June 2001 - August 2011
A Wireless March 2004 - May 2008
A Wireless June 2001 - February 2004
First Union National Bank June 2000 - May 2001
Metrocall January 1999 - May 2000
Absolute Wireless March 1997 - December 1998
Camelot Music August 1984 - February 1997
Skills
Cellular Communications, Training, Management, Sales Management, Wireless, Recruiting, Hiring Personnel, Sales, Account Management, Sales Operations, Customer Retention, Customer Satisfaction, Sales Process, Strategy, Employee Training, Customer Service, Direct Sales, Salesforce.com, Leadership, Team Building, Strategic Planning, Solution Selling, Team Leadership, Business Development, New Business Development, SaaS, Interviews
Education
East Carolina University 1988 — 1992
Bachelor's degree, English Language and Literature/Letters
East Carolina University
DXM Marketing Group, LLC February 2011 - Present
Leslie Advertising/the bounce agency October 1991 - February 2011
Crown National Bank 1989 - 1991
First Union National Bank 1986 - 1989
Southern Bank and Trust Company 1981 - 1986
Raleigh County National Bank 1976 - 1981
Skills
Direct Marketing, Integrated Marketing, Direct Mail, Email Marketing, Digital Marketing, Marketing Strategy, Advertising, Interactive Marketing, Media Planning, Marketing, New Business Development, Social Media, Creative Strategy, Marketing Communications, Online Marketing, CRM, Analytics, Digital Strategy, Mobile Marketing, Brand Development, Database Marketing, Multi-channel Marketing, B2B Marketing, Social Media Marketing, Media Buying, Strategic Planning
Education
Concord University
B.S. Business Administration, Marketing
Allen Tate Realtors October 2009 - Present
Charlotte Bobcats April 2005 - Present
Addison Klein Group August 2009 - January 2010
Wachovia July 2003 - August 2009
Wachovia Bank January 1999 - July 2003
First Union National Bank 1999 - 2002
ImageMax, Inc. May 1998 - January 1999
Education
Virginia Western Community College 1990 — 1991
Business Management
East Tennessee State University 1989 — 1990
Accounting and Business Management
William Fleming High School
OpenRevolution April 2008 - Present
American Express January 2001 - December 2007
American Express February 2000 - December 2000
American Express August 1996 - February 2000
NYCE Corporation June 1996 - August 1996
First Union National Bank March 1994 - June 1996
Equal Access Group January 1992 - March 1994
Biosponge June 1986 - December 1991
Skills
Payment Systems, Financial Services, Strategic Partnerships, Mobile Payments, Payments, Business Strategy, New Business Development, Marketing Strategy, Credit Cards, Strategic Planning, Electronic Payments
Education
Duke University - The Fuqua School of Business 1984 — 1986
Master of Business Administration (MBA)
University of Kansas 1975 — 1979
BS, Journalism
Sara Collins and Heritage Elementary Schools schools August 2014 - Present
Riverview Elementary School August 2009 - June 2014
Riverview Elementary School August 2003 - June 2009
First Union National Bank January 2000 - May 2001
Education
Converse College 2001 — 2003
MAT Elem ED, Elementary Education and Teaching
Winthrop University 1995 — 1999
Spanish, Spanish Language Teacher Education
UNC Management Company, Inc. April 2013 - Present
Workplace Options November 2007 - April 2013
Bank of America August 2006 - October 2007
Tarheel Mortgage Corporation February 2003 - August 2006
JPMorgan Chase fka Chase Manhattan Mortgage Corporation August 2000 - February 2003
Saxon Mortgage dba American Mortgage Source January 1999 - August 2000
Dominion dba America's MoneyLine Mortgage Corporation July 1997 - January 1999
First Union National Bank December 1994 - July 1997
BB&T fka Southern National Bank June 1990 - December 1994
Skills
Real Estate, Credit, Banking, Cold Calling, Loans, Mortgage, Customer Satisfaction, Customer Relations, Excel, PowerPoint, Microsoft Office, Word, Research, Paralegal, Social Media, Project Management, Public Relations, strategic marketing, Microsoft Word, Mortgage Lending, Sales, Customer Service, Microsoft Excel, Recruiting, New Client Acquisitions, Database Marketing, Managing Database, Sourcing, Office Management, Legal Ethics, Legal Research, Legal Writing, Marketing Strategy, Marketing Communications, Social Media Marketing, New Business Development, Business Development, Client Development, Time Management, Outlook, Public Speaking, CRM, Insurance, Training, Management
Education
Meredith College 2011 — 2013
Paralegal Program, An ABA-Approved and North Carolina State Bar Qualified Post-Baccalaureate Certifi, Masters in Paralegal Studies, A
East Carolina University - College of Business 1986 — 1990
BSBA, Marketing Management
Western Harnett High School 1984 — 1986
11-12
Union Pines High School 1982 — 1984
Tidal Capital Advisory Services, L.L.C. 2011 - Present
Live Oak Banking Company / Live Oak Bancshares, Inc 2007 - 2010
Port City Capital Bank / Crescent State Bank 2001 - 2007
First Citizens Bank 1993 - 2001
BB&T 1989 - 1993
First Union National Bank 1986 - 1989
Skills
Commercial Credit..., Treasury & Finance, Cross-functional Team..., Strategic Planning, Budgeting, Forecasting, Product Development, Problem Solving, Banking, Team Building, Business Strategy, Change Management, Contract Negotiation, Yield Management, Excel, Financial Reporting, Customer Relations, Real Estate, Risk Management, New Business Development, Operations Management, Organizational..., Mergers, Compliance, Start-ups, Restructuring, Negotiation, P&L Management, Commercial Credit, Credit, Financial Analysis, Portfolio Management, Loans, Due Diligence, Finance, Commercial Lending, Mergers & Acquisitions, Financial Institutions, Entrepreneurship, Strategy, Underwriting, Management, Budgets, Accounting, Business Planning, Microsoft Excel, Business Development, Strategic Financial..., Leadership, Cash Flow
Education
University of Georgia - Terry College of Business 1985 — 1986
MBA, Corporate Finance / Risk Management & Insurance
East Carolina University - College of Business 1980 — 1984
BSBA - Finance, Finance
Clipper Magazine February 2007 - Present
Clipper Magazine February 2004 - 2007
Clipper Magazine February 2001 - 2004
First Union National Bank September 1999 - December 2000
Skills
Microsoft Office, Outlook, Time Management, Attention To Detail, Customer Service, Customer Relations, Supervisory Skills, Staff Development, Staff Training, Staff Mentoring, Risk Management, Prioritization, Training, Recruiting, Leadership, Account Management, Management, Business Analysis, Marketing, Advertising, Mentoring
Education
Consolidated School of Business-Lancaster 1997 — 1999
Computerized Office Management
JOHN PIERSOL MCCASKEY HIGH SCHOOL 1992 — 1995
Diploma, College Prep
USMD Health System 2015 - Present
Lehigh Hanson, HeidelbergCement Group 2012 - 2014
Lehigh Hanson, HeidelbergCement Group 2008 - 2012
Lehigh Cement Company, HeidelbergCement Group 2004 - 2008
Lehigh Cement Company, HeidelbergCement Group 2001 - 2004
First Union National Bank 1998 - 1999
Keystone Savings Bank 1996 - 1998
Skills
Risk Management, Treasury, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Accounting, Forecasting, Variance Analysis, General Ledger, Internal Controls, Cost Accounting, Accounts Payable, Cash Flow, Process Improvement, Cash Management, Finance, Analysis, SAP, Account Reconciliation, Management
Education
DeSales University
Master of Business Administration (M.B.A.), Finance, 2010
Moravian College
Bachelor's Degree, Accounting, 2002
Northampton Community College
Associate's Degree, Business Administration and Management, General
The PrivateBank and Trust Company March 2008 - Present
Derivis LLC December 2007 - March 2008
ABN AMRO July 2005 - November 2007
AIG Financial Products April 2004 - June 2005
Fleet Bank April 2001 - April 2004
First Union National Bank April 1994 - March 2001
JPMorgan August 1991 - April 1994
Lehman Brothers May 1990 - August 1990
Skills
Interest Rate Swaps, Risk Management, Options, Currency, Swaps, Forwards, Hedging, FX, Derivatives, Interest Rate..., Capital Markets, Banking, Fixed Income, Financial Institutions, FX Options, Treasury Management, Investments, Financial Markets, Corporate Finance, Financial Risk, Credit, Portfolio Management, Finance, Structured Finance, Securities, Loans, Financial Services, Equity Derivatives, Financial Structuring, Commodity, FX trading
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Finance
Duke University 1986 — 1989
BS, Computer Science, Economics
University of Oxford 1988 — 1988
British Literature
Admiral Farragut Academy 1980 — 1986
First Bank (FBNC) 2013 - Present
RBC Bank 2005 - 2013
Keane 1995 - 2005
TriVenture Services Inc 1992 - 1995
Southern National Bank 1985 - 1992
First Union National Bank 1981 - 1985
Skills
Base SAS, SAS Enterprise Guide, Data Analysis, Data Warehousing, SQL, Banking Software, SDLC, Project Management..., MS Office Suite, COBOL, JCL, Basic, Visual Basic, Direct Marketing, Customer Insight, Great People Skills, Partnering, Project Delivery, SAS, Analysis, Banking, Business Analysis, Business Intelligence
Education
East Carolina University 1977 — 1981
BSBA, Quantitative Methods
Chick-fil-A September 2006 - Present
Mt Moriah Baptist Church of Tucker March 2002 - September 2006
Luther Rice Seminary & University 2002 - 2006
Luther Rice Seminary & University 2002 - 2006
Luther Rice Seminary & University 2002 - 2006
First Union National Bank June 1987 - March 2002
Skills
Organizational..., Onboarding, Employee Relations, Event Planning, Conflict Resolution, FMLA, Non-profits, Community Outreach, Recruiting, Data Entry, Customer Service, Fundraising, Succession Planning, Talent Management, PowerPoint, Talent Acquisition
Education
Luther Rice University 2002 — 2006
Master of Arts (M.A.), Ministry
Davidson College 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
CME Group May 2015 - Present
Hewlett-Packard December 2012 - April 2015
CommScope, Inc. September 2005 - 2012
CommScope 2001 - September 2005
First Union National Bank 1999 - 2000
Skills
Computer Security, Security, Network Security, IPS, Blackberry Enterprise..., Microsoft Technologies, Identity Management, Nessus, IDS, VMware Infrastructure, ArcSight, Lotus Notes, Nmap, PGP, Microsoft Servers, Microsoft SQL Server, Hyperion Enterprise, CLP, SQL Server, Linux server..., Data Center, Disaster Recovery, Enterprise Software, Information Security, Integration, Networking, SIEM, Telecommunications, VMware ESX, Wireless
Education
East Carolina University 1996 — 1999
BSBA, MIS
Wells Fargo Home Mortgage August 2011 - Present
Aphha Worship Center October 2009 - Present
Transworld Systems May 2011 - December 2011
Wachovia, A Wells Fargo Company September 2009 - December 2010
Wachovia, A Wells Fargo Company January 2005 - September 2009
First Union National Bank September 1997 - September 2005
First Fidelity Bank September 1991 - September 1997
Education
Rets Electronics 1980 — 1982
Associate Degree, Electrical Engineer
Girard College 1976 — 1980
General Stuties
DeVry University
Electrical Engineering Major
Porta-Nails, Inc. October 1996 - July 2011
Cranford-Coleman Interiors 1993 - 1996
First Union National Bank 1990 - 1993
BB&T 1989 - 1990
BB&T 1987 - 1990
First Union National Bank 1984 - 1987
BB&T 1982 - 1984
Skills
Quantitative Research, Corporate Finance, Volunteering, Creative Problem Solving, Community Outreach, Strategic Planning, Meeting Planning, Grant Preparation, Non-profit Volunteer, Marketing Strategy, Team Facilitation, Educational Research, Political Campaign..., Leadership Development, Retail Banking, Business Analysis, Branch Banking, Mentoring, Entrepreneurship, Banking, Financial Analysis, Mergers & Acquisitions, Management, Retail, Small Business, Project Management, Meeting Scheduling, Executive Support, Executive..., Expense Reports, Calendars, Calendaring, Budget Reconciliation, Conference Coordination, Travel Arrangements, Organizing Meetings, Confidentiality, Travel Planning
Education
Duke University 1988 — 1990
Master of Business Administration (MBA)
Wake Forest University 1979 — 1982
Bachelor of Science in Business Administration, Business Administration and Management, General
Uber February 2015 - Present
Affinity Connection Inc. September 2012 - January 2013
Schoolwires November 2012 - December 2012
First Union National Bank June 2012 - September 2012
Schoolwires January 2012 - March 2012
Express Employment Professionals November 2011 - December 2011
Schoolwires June 2011 - September 2011
General Dynamics UK Limited July 2010 - August 2010
South Hills School of Business and Technology June 2010 - July 2010
Spectrum Control June 2009 - August 2009
Skills
Photoshop, Photography, Web Design, HTML, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Management, Outlook, Databases
Education
DeVry University 2014 — 2016
Bachelor of Technical Management, Human Resource Management Specialization, Junior
South Hills Buisiness School 2008 — 2011
Associate's degree, Computer Infomation Systems
Trammo, Inc. 2015 - Present
IFC - International Finance Corporation (member of The World Bank Group) 2010 - 2013
Fortress Investment Group / DBZ Global Advisors 2008 - 2009
Sagres, S.A.R.L. 2008 - 2009
United States Arbitrage Finance 2008 - 2009
Multisegmentos, S.A.R.L. 2008 - 2009
Goldin Associates 2004 - 2007
Lucent T 1998 - 2004
First Union National Bank 1986 - 1998
Princeton Gate 1992 - 1993
Skills
Due Diligence, Capital Markets, Portfolio Management, Investments, Restructuring, Alternative Investments, Finance, Private Equity, Credit, Management, Financial Structuring, Banking, Emerging Markets, Fixed Income, Mergers & Acquisitions, Investment Banking, Asset Managment, Special Situations, Commercial Real Estate, Financial Modeling, Underwriting, Credit Risk, Operations Management, Financial Analysis, Corporate Finance, Structured Finance, Financial Markets, Risk Management, Hedge Funds, Valuation, Leverage Finance, Equities, Asset Management
Education
Duquesne University
B.A., Business Administration, Finance.
University of Pittsburgh
M.S., Industrial Engineering
Tinsley Media October 2012 - Present
Visual Arts Center of Richmond August 2006 - July 2012
Virginia Center for Architecture November 2000 - August 2006
The Valentine August 1993 - October 2000
Virginia Commonwealth University September 1990 - July 1993
Jerald Melberg Gallery September 1987 - August 1989
First Union National Bank March 1983 - September 1987
Skills
Writing, Editing, Content Writing, Web Content, Copy Editing, Copywriting, Social Media, Media Relations, Publications, Magazines, Social Marketing, Key Message Development, Marketing Communications, Technical Writing, Public Relations, Brochures, Proofreading, Project Management, Event Management, Advertising, Nonprofits, Press Releases, Creative Writing, Public Speaking, Journalism, Strategy, Social Media Marketing, Adobe Creative Suite, WordPress, Marketing, Crisis Communications, Web Design, Strategic Communications, Corporate Communications, Blogging
Education
Virginia Commonwealth University 1989 — 1992
MFA, Creative Writing - Poetry
Duke University 1978 — 1982
BA, English
Wells Fargo June 2010 - Present
Wells Fargo May 2009 - May 2010
Wachovia Bank August 2008 - April 2009
Wachovia January 2004 - July 2008
Wachovia Bank April 2001 - July 2004
First Union National Bank January 1998 - April 2001
Skills
IT Strategy, Business Strategy, Service Delivery, IT Leadership, Vendor Management, Business Analysis, Portfolio Management, SDLC, Process Improvement, Program Management, Financial Services, Risk Management, Business Intelligence, Governance, Relationship Management, Enterprise Architecture, Banking, Strategic Planning, Project Management, Change Management, Capital Markets
Education
Duke University - The Fuqua School of Business 2006 — 2007
MBA
New Jersey Institute of Technology 1994 — 1996
MS
Central Electro-chemical Research Inst 1990 — 1994
BTech
Geneva Community Unit School 304 October 2014 - Present
Scott B. Franklin & Associates July 2002 - June 2008
First Union National Bank March 2000 - June 2002
Skills
Legal Research, Real Estate, Real Estate Transactions
Education
East Carolina University 1994 — 1997
Bachelor of Arts (B.A.), Psychology
Quinnipiac University 1992 — 1994
TIAA-CREF March 2008 - Present
genesis10 July 2007 - March 2008
Hewitt Associates November 2005 - December 2006
Wachovia Bank,NA January 2002 - October 2005
First Union National Bank January 1998 - December 2001
First Union National Bank January 1996 - December 1997
First Fidelity Bank,NA January 1992 - December 1995
Atlantic Financial November 1988 - January 1992
PSFS February 1982 - October 1988
Skills
Instructional Design, Visio, E-Learning, Training, Program Management, Process Improvement, Needs Analysis, Performance Management, Business Analysis, Vendor Management, Project Management, Talent Management, Software Documentation, Process Management, Management, Strategy, Learning Management..., Analysis, Organizational..., Project Planning, Instructor-led Training, Learning Management, PeopleSoft, Change Management, Technical Writing, Leadership, Employee Training, Interviews, Leadership Development, SharePoint, Captivate, SDLC, Outsourcing, Technical Training, Call Centers, Employee Engagement, Training Delivery, Banking, Coaching, Succession Planning, Consulting
Education
Community College of Philadelphia 1988 — 1988
Business Adminastration
First Citizens Capital Management April 2003 - Present
Banc of America Capital Management January 1999 - January 2003
First Union Capital Management 1996 - 1998
First Union National Bank 1990 - 1997
First Union Capital Management 1990 - 1995
Education
Davidson College 1978 — 1983
Bachelor's of Arts, Economics
Delphi June 2002 - Present
First Union National Bank July 1995 - July 1999
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2001
MBA, Finance, Marketing
Duke University 1991 — 1995
Stratford
Mason Harriman Group, Inc May 2007 - Present
JPMorgan Chase February 2000 - November 2003
First Union National Bank March 1998 - February 2000
Wachovia 1998 - 2000
Marsh October 1995 - February 1998
Education
Fordham Gabelli School of Business 1978 — 1981
De La Salle University 1971 — 1976
BS, Engineering
Aegion Corporation (Formerly Insituform Technologies) July 2011 - December 2014
Aegion Corporation (Formerly Insituform Technologies) September 2006 - December 2014
Aegion Corporation (formerly Insituform Technologies) January 2009 - November 2014
E-Commerce & Trade Services, Ltd. July 2000 - June 2006
First Union National Bank May 1999 - June 2000
Skills
Strategic Planning, Business Strategy, Corporate Finance, Global Management, Leadership, Leadership Development, P&L Management, Manufacturing, International Expansion, New Markets Development, Entrepreneurship, Board of Directors, International Business, Mandarin, Ethical Leadership, Management Consulting, Executive Management, Corporate Development, Energy, Mergers, Construction, Construction Management, Contract Management, Contract Negotiation, Cross-functional Team..., New Business Development, Program Management, Project Management, Strategy, Water, Mergers & Acquisitions
Education
Oklahoma State University 2013 — 2015
Doctor of Philosophy (PhD), Business Administration (Executive Research Option)
Duke University - The Fuqua School of Business 2002 — 2004
Master of Business Administration (MBA), Cross Continent Program
Davidson College 1995 — 1999
Bachelor's degree, East Asian Studies
Cartersville High School 1991 — 1995
Von Deak Associates September 2001 - Present
Lincoln Financial Distributors 2003 - 2010
First Union National Bank 1996 - 2001
First Fidelity Bancorp 1991 - 1995
First Fidelity Bancorp 1989 - 1990
Fidelity Bank & Fidelcor, Inc. 1985 - 1988
Fidelity Bank & Fidelcor, Inc. 1983 - 1985
Fidelity Bank & Fidelcor, Inc. 1981 - 1983
Education
Cornell University
BS, Industrial & Labor Relations
GAD Group Technology, Inc. October 2001 - Present
Village of Bolingbrook July 2002 - May 2005
Microsoft Corporation January 2001 - January 2002
US LEC 1998 - 2001
First Union National Bank November 1998 - March 1999
Allied Waste August 1997 - November 1998
Alternative Distribution Systems, Inc October 1995 - August 1997
Whiting Corporation May 1994 - October 1995
Weinstein Family Services Inc. December 1992 - March 1994
Metropolitan Structures May 1990 - December 1992
Skills
Software Development, Requirements Analysis, Business Analysis, Telecommunications, SQL Server, SQL, Databases, HTML, Cloud Computing, PHP, Windows, MySQL, Windows Server, C#, SaaS, Application Development, Web Development, Linux, Product Management, Unix, Team Leadership, Crystal Reports, Virtualization, .NET, IT Strategy, Operating Systems, Active Directory, Analysis, Disaster Recovery, Managed Services, Integration, Business Intelligence, ITIL, Network Administration, ERP, Networking, Information Technology, Project Management, Technical Support, IT Management, WAN, Strategy, SharePoint, CRM, Data Center, Software Engineering, Microsoft SQL Server
Education
DePaul University
Computer Science
BB&T ConsultantHome Depot2002 - 2003
First Union National Bank 1998 - 2000
First Union 1997 - 2000
Citigroup 1982 - 1994
Education
Drake University 1978 — 1982
BA, Computer Science
Hampton Rose Designs May 2014 - Present
MSI-Viking Gage LLC March 2011 - November 2014
Expressions by Gwyn June 2010 - March 2011
Emily Ray, Inc. March 2001 - April 2010
Converse College August 1998 - March 2001
National Bank of South Carolina March 1997 - August 1998
First Union National Bank June 1994 - March 1997
Converse College July 1990 - June 1994
Skills
Management, Customer Service, Loans, Sales, Accounting, Program Management, Sales Operations, Recruiting, Purchasing, Sales Management, Marketing, Process Improvement, Project Planning, New Business Development, Team Building
Education
Converse College 1986 — 1990
BA, Business Administration/Sociology
FastGrade Solutions October 2012 - Present
Datavision Resources May 2008 - October 2012
Wells Fargo November 2004 - May 2008
Marsh & McLennan November 2001 - November 2004
Mid American Energy October 1997 - July 1999
First Union National Bank 1995 - 1997
Iowa Air Natonal Guard 1980 - 1993
Skills
Vendor Management, Process Improvement, Program Management, Strategic Planning, Insurance, Business Analysis, Risk Management, Business Process..., Financial Services, SDLC, IT Strategy, Mortgage Lending, Executive Management, Relationship Management, Leadership
Education
Upper Iowa University 2001 — 2003
B.S, Business
Academy of Military Science 1987 — 1988
Commissioned Officer, Commissioned Officer US Air Force
Des Moines Area Community College 1983 — 1985
A.A.S, Computer Programming
Grand View College 1979 — 1981
East High School 1977 — 1979
High School Diploma
Babson Capital Management LLC December 2008 - Present
MassMutual December 2008 - May 2011
Babson Capital Management LLC August 2007 - December 2008
Babson Capital Management June 2002 - December 2008
First Union Institutional Debt Management, Inc. September 1998 - June 2002
Bear Stearns June 1994 - March 1997
Mellon Bank July 1991 - June 1994
Westpac February 1988 - July 1989
First Union National Bank June 1986 - February 1988
Skills
Investment Management, Capital Markets, High Yield, Alternative Investments, Hedge Funds, Asset Allocation, Investment Strategies, Asset Managment, Investment Advisory, Fixed Income, Investments, Leveraged Finance, Portfolio Management, Private Equity, Structured Finance, Bonds, Securities
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Finance
University of Virginia 1982 — 1986
BS, Commerce
KPM Financial July 2012 - Present
Commercial Defeasance March 2013 - Present
First Tryon Securities March 2010 - July 2012
Wachovia Bank June 2001 - April 2010
First Union National Bank January 2000 - June 2001
First Union National Bank June 1999 - January 2000
Skills
Series 7, Series 63, Bonds, Fixed Income, Capital Markets, Securities, Investment Banking, Trading, Derivatives, Credit, Bloomberg, Interest Rate..., Options, Financial Structuring, FX Options, Hedging
Education
Davidson College 1996 — 1999
Bachelor's, Mathematics
Greensville County High School 1991 — 1995
Visa Inc. SVP Card ServicesBank of America1998 - 2003
First Union National Bank 1993 - 1998
American Express 1984 - 1993
Education
Drexel University 1976 — 1981
SunTrust Bank 1995 - Present
First Union National Bank 1983 - 1995
BB&T 1980 - 1983
Education
The George Washington University - School of Business 1982 — 1985
MBA, Finance
Duke University
B.A., Economics
Steele Creek Investment Management April 2014 - Present
Regions Financial Corporation September 2012 - April 2014
Apollo Capital Management October 2011 - August 2012
Gulf Stream Asset Management June 2005 - October 2011
Citigroup July 2001 - June 2005
First Union National Bank 1996 - 1999
Skills
Credit, Bloomberg, Research, Fixed Income, Credit Analysis, Leveraged Finance, Credit Risk, Asset Management, Financial Modeling, Loans, Corporate Finance, Bonds, High Yield, Investment Management, Valuation, Portfolio Management, Capital Markets, Structured Finance, Investments, Investment Banking
Education
Wake Forest University - Babcock Graduate School of Management 1999 — 2001
MBA, Finance
Drew University 1992 — 1996
BA, Economics
Wells Fargo August 2014 - Present
Wells Fargo (Insight Global contractor) May 2013 - April 2014
Wells Fargo (Collabera contractor) August 2012 - April 2013
Wells Fargo Advisors April 2011 - October 2011
Wachovia, A Wells Fargo Company May 2005 - April 2011
Getronics April 1999 - May 2005
First Union National Bank August 1998 - March 1999
First Union National Bank November 1996 - August 1998
Skills
Microsoft Office, Outlook, SharePoint, Lotus Notes, Camtasia, FrontPage, Software Training, Mentoring, Outstanding Customer..., Goal Oriented, Vendor Relationships, Technical Liaison, Organization &..., Highly motivated..., Resourceful in the..., Hands-on Training, Customer Service, Business Analysis, Access, MS Excel Pivot Tables, Project Coordination, SDLC, Troubleshooting, Software Documentation, MS Project, Process Improvement, Requirements Gathering, Business Requirements, Resource Management, Vendor Management, Risk Management
Education
East Carolina University 2008 — 2012
MS, Technology Systems
Rowan-Cabarrus Community College
Continuing Education, Project Management Fundamentals
University of North Carolina at Charlotte - Belk College of Business
Post-baccalaureate, Second Major in Management Information Systems
University of North Carolina at Charlotte - Belk College of Business
BA, Business Administration - Concentration in Management
SAS October 2006 - Present
Hunton & Williams LLP September 2002 - February 2006
SAS Institute Inc. February 1990 - April 1999
First Union National Bank June 1987 - January 1989
Skills
Software Licensing, Contract Negotiation, Contract Law, Management, Legal Writing, Legal Research, Employment Law, Traditional Labor Law, Civil Litigation, Fitness Industry
Education
Georgia State University College of Law 1999 — 2002
J.D., Law
University of North Carolina at Chapel Hill 1989 — 1992
M.A., Exercise Physiology
Duke University 1983 — 1987
B.A., Political Science
Jordan High School
Jordan High School
Capital One Bank Sr. ManagerCapital One Bank2001 - Present
First Union National Bank June 1998 - October 2001
Education
Dowling College 1976 — 1978
BBA, Business Administration
Wells Fargo Advisors January 2010 - Present
Wachovia Securities January 2006 - December 2009
First Union National Bank February 2001 - December 2005
First Union National Bank April 1998 - February 2001
CoreStates Bank January 1996 - April 1998
Meridian Asset Management January 1990 - December 1995
Meridian Bank July 1982 - January 1990
Skills
Banking, Process Improvement, Asset Managment, Investments, Mutual Funds, Financial Services, Strategy, Leadership, Management, Credit, Business Development, Cash Management, Analysis, Finance, New Business Development, Business Process, Executive Management, Training, Risk Management, Securities, Relationship Management, Asset Management
Education
Dickinson College 1977 — 1981
Bachelor of Arts (BA), anthropology, biology
Schuylkill River Heritage Area May 2003 - Present
Allentown Economic Development Corporation 1996 - 2003
First Union National Bank 1984 - 1996
Pennsylvania House Of Representatives 1973 - 1984
Skills
Grant Writing, Economic Development, Public Speaking, Community Development, Non-profits, Public Relations, Historic Preservation, Community Outreach, Fundraising, Research, Grants, Board Development, Program Development, History, Museums, Event Planning, Cultural Heritage, Leadership, Government, Archives, Nonprofits, Non-profit..., American History, Museum Education, Historical..., Archival Research, Historical Research, Conservation Issues, Cultural Resource...
Education
Lehigh University 1976 — 1982
Master of Arts, American History
East Stroudsburg University of Pennsylvania 1969 — 1972
B.S., Education
Wells Fargo 2009 - Present
Wachovia 2002 - 2009
Wachovia Bank 2000 - 2002
Parks Consulting 1997 - 2000
First Union National Bank 1985 - 1993
Northwestern Bank 1980 - 1985
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
University of North Carolina at Chapel Hill 1976 — 1980
BS, Business Administration
John J. Wright, P.A. October 2012 - Present
Bogin, Munns & Munns, P.A. May 2007 - July 2011
Bogin, Munns & Munns January 2005 - May 2007
Fish & Neave September 2000 - December 2003
First Union National Bank March 1995 - September 2000
Florida Community College at Jacksonville 1997 - 1998
Sheppard Mullin Richter & Hampton LLP September 1990 - March 1994
Exxon September 1980 - September 1987
Skills
Estate Planning, Powers of Attorney, Non-disclosure..., Living Will, Wills, LLC, Trade Secrets, Business Formation, Corporate Law, Business Transactions, Contract Law, Licensing, Promissory Notes, Trusts, Trademarks, Copyright Law, Registered Patent..., Asset Protection, Commercial Real Estate, Employment Contracts, Partnerships, Non-compete Agreements, Special Needs Trusts, Legal Writing, Intellectual Property
Education
Duke University School of Law 1987 — 1990
J.D.
Stanford University 1979 — 1980
M.S., Chemcial Engineering
University of Notre Dame 1975 — 1979
B.S., Chemical Engineering
Greycourt & Company, Inc 2006 - 2007
Hunter Associates, Inc 2002 - 2006
Mellon Financial Corporation January 1989 - January 2002
BNY Mellon Financial 1989 - 2002
Laurel Capital Management January 1993 - January 2000
Mellon Financial Corporation January 1989 - January 1993
PNC Financial Services Group, Inc January 1986 - January 1989
Federal Reserve January 1982 - January 1984
First Union National Bank January 1979 - January 1982
Federal Reserve January 1977 - January 1979
Education
Duquesne University 2008 — 2009
Certificate, Financial Planning
University of North Carolina at Chapel Hill
M.B.A, Finance
Mount Holyoke College 1973 — 1977
BA, Economics
Wells Fargo December 2011 - Present
Wachovia/Wells Fargo September 2009 - December 2011
Wachovia, A Wells Fargo Company September 2007 - March 2010
Wachovia Bank March 2004 - September 2007
First Union National Bank February 1998 - 2004
Signet Bank 1996 - February 1998
Signet Bank, previously Bank of Virginia January 1988 - 1995
Signet Bank 1988 - 1990
Signet Bank 1985 - 1988
Bank of Virginia 1979 - 1984
Skills
Risk Management, Change Management, Program Management, SDLC, Process Improvement, Financial Analysis, Requirements Analysis, Banking, Management, Project Management, Business Process..., Finance, Portfolio Management, Quality Assurance, Strategy, Governance, Mergers & Acquisitions, Leadership, Financial Risk, Analytics, Enterprise Architecture, Business Analysis, Vendor Management, Enterprise Software, Project Portfolio..., Financial Services, PMO
Education
Virginia Commonwealth University - School of Business 1994 — 1996
MBA
East Tennessee State University 1974 — 1977
BSBA, Real Estate
Michell Junior College 1972 — 1974
AA
Liberty National Life Insurance Company November 2009 - April 2010
NetTech 2005 - 2008
Commercial Defeasance 2004 - 2005
Royal & SunAlliance 1999 - 2002
First Union National Bank 1998 - 1999
British Consulate 1994 - 1995
US Navy 1986 - 1993
Education
Drake University Law School 1995 — 1997
Law
University of North Carolina at Charlotte 1993 — 1995
History, History, Political Science
University of North Carolina at Wilmington 1984 — 1985
East Mecklenburg High School 1981 — 1984
High School
Jack Henry & Associates February 2015 - Present
Bank of America March 2012 - February 2015
Bank of America November 2010 - March 2012
Wells Fargo Advisors, LLC February 2005 - November 2010
Wachovia January 2004 - February 2005
Bank of America August 2002 - January 2004
Libby Hill Seafood Restaurants, Inc April 2001 - September 2003
First Union National Bank September 2001 - August 2002
University of Florida May 1999 - June 2001
Skills
CRM, SQL, JavaScript, Project Management, .NET, Web Development, Testing, Management, ASP.NET, Web Design, CSS, Web Applications, SDLC, Business Requirements, Vendor Management, Business Analysis, Customer Service, Visio, Program Management, Process Improvement, Information Architecture, Oracle
Education
University of Florida 1996 — 1999
MA, Communications
East Carolina University 1990 — 1994
BA, History, English
Bank of America May 2000 - Present
First Union National Bank 1998 - 2000
Education
Dickinson College 1990 — 1993
BA, Sociology, French
Wells Fargo Bank May 2009 - Present
Wachovia Bank March 2002 - May 2009
First Union National Bank October 1989 - March 2002
Skills
Credit Risk, Portfolio Management, Government Banking, Education and..., Commercial Banking, Team Leadership
Education
Duke University 1979 — 1981
MBA
Wake Forest University 1975 — 1979
Business
Grows strong organizations w/ inspired leadership ability, due diligence and lending credit quality December 2013 - Present
SunTrust Bank June 2012 - November 2013
Fifth Third Bank June 2010 - June 2012
Zenta July 2009 - June 2010
Pulte Mortgage 2005 - 2008
Countrywide Home Loans 2002 - 2005
Bank of America January 2001 - January 2002
Paragon Lending January 2000 - January 2001
First Union National Bank October 1996 - January 2000
United States Army September 1989 - October 1996
Skills
Six Sigma Green Belt,..., Mortgage Lending, Loans, Credit, Mortgage Underwriting, Credit Analysis, FHA, Finance, Underwriting, Credit Risk, Portfolio Management, Analysis, Management, Customer Service, Program Management, Team Leadership, Performance Management, Time Management, Accounting, Payroll, Auditing, Financial Services, Project Management, Microsoft Office, Leadership Development, Strategic Leadership, Situational Leadership, Customer Oriented
Education
DeVry University 2009 — 2011
Bachelors of Science, Business Technical Management-Health Services Management
Integrity Always LLC 2010 - Present
TCBA 2011 - 2011
RER Financial Group January 2010 - March 2010
Integrity Always LLC 2010 - 2010
TD Equipment Finance, Inc July 2006 - November 2009
TD Bank NA November 2005 - July 2006
Wachovia Bank 2000 - 2005
Atlantic and Penn Del Regions January 1993 - January 2000
First Union National Bank 1993 - 2000
Fidelity Bank 1984 - 1994
Skills
Credit, Leadership, Banking, Loans, Credit Risk, Commercial Lending, Commercial Banking, Mortgage Lending, Portfolio Management, Underwriting, Financial Risk, Real Estate, Asset Based Lending, Investment Properties, Credit Analysis, Loan Origination, Commercial Mortgages, Consumer Lending, Training, Small Business Lending, New Business Development, Risk Management, Wealth Management, Budgets, Mortgage Banking, Private Banking, Commercial Real Estate, Lines Of Credit, Finance, Investments, Financial Structuring, Relationship Management, Structured Finance, Financial Services, Capital Markets, Real Estate Financing, Retail Banking, Securities, Financial Analysis, Cash Management, Due Diligence, Real Estate Economics, Valuation, Management, Small Business, Auditing, Residential Mortgages, Mergers & Acquisitions, Strategic Financial...
Education
Drexel University - College of Business and Administration 1969 — 1972
Pre-MBA Program
La Salle University 1967 — 1969
B.A., English
St. Joseph's Preparatory Seminary 1962 — 1967
Manor Golf Club, Inc January 1999 - Present
Manor Golf Club 1998 - Present
First Union National Bank 1987 - 1997
Skills
Customer Service, Public Speaking, Social Media, Credit, Loans, Budgets, Small Business, Sales, Small Business Lending, Sales Management, Golf Courses, Event Planning, New Business Development, Marketing, Entrepreneurship, Tournaments, Team Building
Education
Dickinson College 1983 — 1987
bs, Economics, 3.67
BK Consulting January 2005 - Present
Georgia Planned Giving Council 1997 - 2010
Arthritis Foundation 2000 - 2009
Wachovia, A Wells Fargo Company 1997 - 2005
First Union National Bank 1997 - 2001
Skills
Philanthropy, Non-profits, Fundraising, Estate Planning, Planned Giving, Investments, Strategic Planning, Strategic Financial..., Public Speaking, Volunteer Management, Insurance, Grant Writing, Retirement, Grants, Community Outreach, Nonprofits, Annual Giving, Board Development, Non-profit..., Charities, Program Development, Leadership Development, Community Development, Strategic Communications, Stewardship, Organizational..., Workshop Facilitation, Proposal Writing, Leadership, Staff Development, Event Planning, Non-profit Board..., Foundations, Volunteering, Public Relations, Resource Development, Program Evaluation, Newsletters, Media Relations, Funding, Policy, Trusts, Event Management, Volunteer Recruiting, Small Business
Education
Concordia University, Nebraska
Education
National Graduate Trust School
Wisner High School
Watson Realty Corp. January 1993 - Present
Art for HOPE 2009 - Present
First Union National Bank 1988 - 1990
FCCJ and UNF 1980 - 1984
Episcopal High School August 1973 - June 1981
Skills
Foreclosures, Condos, New Home Sales, Relocation, Listings, Townhomes, Real Estate, Single Family Homes, First Time Home Buyers, Sellers, Short Sales, Investment Properties, REO, Buyer Representation, ABR, Vacation Homes, SFR, Move Up Buyers, New Homes, Real Property, Referrals, Waterfront
Education
UNF 1980 — 1982
Master of Education (MEd), Vocational Education
East Carolina University
Bachelor of Science (BS), Business Education
Berkley Mid-Atlantic Group March 2011 - Present
Jenzabar January 2005 - August 2010
Alaska Airlines January 2001 - September 2004
Stoner Associates March 2000 - December 2000
First Union National Bank 1998 - 2000
Skills
SQL Server, Requirements Analysis, C#, ASP.NET, XML, Microsoft Office, HTML, Mentoring, Databases, .NET, Problem Solving, Windows, CSS, Software Design, Software Engineering, Software Development, JQuery, AJAX, SQL, Business Analysis, Data Analysis, Visio, JavaScript, Quality Assurance, Technical Documentation, VMware Workstation, Windows Server 2012, Access, Visual Basic, Microsoft SQL Server, Technical Support, SharePoint, SSIS, Agile Methodologies, jQuery, Scrum, Requirements Gathering, Software Documentation, Web Services, Windows Server, ASP, Java, SDLC, Testing, Web Applications, UML, LINQ, Data Modeling, Visual Studio, IIS
Education
University of Virginia 2008 — 2011
Bachelor of Interdisciplinary Studies, Interdisciplinary Studies, Social Sciences
University of North Carolina at Charlotte 1995 — 2000
Earth Sciences, Computer Science
Dowling College 1985 — 1986
Computer Science
Western Rivers Conservancy July 2014 - Present
Ecosystem Investment Partners June 2012 - June 2014
Western Rivers Conservancy February 2008 - June 2012
The Nature Conservancy 1996 - 2008
First Union National Bank December 1993 - July 1996
Fleet Bank August 1986 - October 1993
Skills
Fundraising, Wetlands, Real Estate Transactions, Strategic Financial..., Endangered Species, Non-profits, Philanthropy, Nonprofits, Real Estate, Sustainability, Acquisitions, Land Use, Forestry, Natural Resources, Private Equity, Environmental Policy
Education
East Carolina University 1982 — 1984
Master of Business Administration (MBA), Business (Finance)
Wake Forest University 1978 — 1982
Bachelor of Arts (B.A.), Biology, General
Hancock Horizon Investments October 2004 - Present
Hibernia National Bank March 2002 - October 2004
First Union National Bank February 1986 - December 2001
Skills
Investments, Financial Services, Marketing, Retirement Planning, 401k
Education
Davidson College 1968 — 1972
B.S., Pre-Med and Pre-Law
TD Bank June 2015 - Present
TD Bank February 2005 - June 2015
First Citizens Bank November 2004 - February 2005
First Citizens Bank May 2000 - November 2004
First Citizens Bank December 1996 - May 2000
First Union National Bank December 1995 - December 1996
First Union National Bank December 1994 - December 1995
First Union National Bank February 1993 - December 1994
First Union National Bank January 1990 - February 1993
First Union National Bank June 1988 - January 1990
Skills
Banking, Commercial Banking, Commercial Lending, Small Business Lending, Credit, Retail Banking, Branch Banking, Consumer Lending, Portfolio Management, Mortgage Lending, Strategic Planning, Lines Of Credit, Credit Analysis, Sales, Management, Finance, Financial Services, Underwriting, Loan Origination, Credit Risk, Relationship Management, Small Business, Loans, Risk Management, Cross Selling, Commercial Mortgages
Education
Davidson College 1982 — 1986
BA in History, History
Time Warner Cable February 2012 - Present
MDL Consulting October 2002 - April 2013
Wachovia, A Wells Fargo Company February 2002 - July 2011
Hewitt Associates November 2005 - August 2008
First Union National Bank February 2002 - December 2002
University Park Baptist Church May 2000 - December 2001
Skills
Project Coordination, Training & Development, Technical Writing
Education
East Carolina University 1984 — 1988
BA, Communications/Journalism
Element Financial Corp. June 2006 - Present
De Lage Landen June 1997 - March 2006
First Union National Bank 1995 - 1997
First Fidelity Bank Leasing Group 1987 - 1995
Skills
Portfolio Management, Credit, Structured Finance, Process Improvement, Credit Risk, Strategic Planning, Banking, Valuation, Loans, Financial Analysis, Credit Analysis, Finance, Financial Modeling, Change Management, Capital Markets, Commercial Lending, Management, Budgets, Asset Based Lending, Mergers, Asset Management, Financial Risk, Strategic Financial..., Mortgage Lending, Due Diligence, Risk Management, Mergers & Acquisitions, Financial Services, Executive Management, Commercial Banking, Corporate Finance
Education
Drexel University 1982 — 1984
MS, Finance
East Stroudsburg University of Pennsylvania 1977 — 1980
BA, Economics
DeSales University August 2009 - Present
Computer Aid, Inc. September 2007 - August 2009
Computer Aid, Inc. March 2003 - September 2007
First Consulting Group December 2001 - March 2003
First Union National Bank November 1998 - December 2001
Skills
Instructional Technology, Computer Repair, Software Installation, Learning Management..., Angel LMS, Microsoft Office, Windows 7, Windows XP Pro, Firefox, Smartboard, Wowza, Panopto Focus, Blackboard Collaborate, Blackboard Learn LMS, eInstruction CPS, Blackboard Learn, Camtasia, Research, Moodle, Higher Education, Community Outreach, Teaching, Program Development, Public Speaking, E-Learning, Nonprofits, Editing
Education
University of Wisconsin-Madison 2014 — 2014
Professional Certificate, Online Education: Instruction and Instructional Design
DeSales University
Master's Degree, Educational/Instructional Technology
Susquehanna University 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Government, Religion
Giant Foodstore August 2011 - Present
KYW Newsradio March 2004 - October 2008
First Union National Bank April 1993 - May 1997
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Data Entry, Cpr Certified, Medical Terminology, Outlook, Healthcare, Public Speaking, Research, Time Management, Teamwork, Vital Signs, Phlebotomy, Cashiering
Education
CHI Institute Philadelphia 2009 — 2009
Diploma, Medical Assistant w/Phlebotomy
Community College of Philadelphia 1986 — 1990
Associate's degree, Business Administration and Management, General
SCOR Global Life - Americas August 2011 - Present
Transamerica Reinsurance September 2006 - August 2011
Marsh April 2004 - September 2006
Carolina Financial Group LLC January 1997 - March 2004
First Union Capital Markets June 1994 - June 1996
Credit Suisse 1993 - 1995
RBS Greenwich Capital 1992 - 1993
Credit Suisse 1988 - 1991
First Union National Bank 1986 - 1988
Skills
Capital Management, Reinsurance, Solvency II, Enterprise Risk..., Financial Risk, Investments, Risk Management, Life Insurance, Insurance, Portfolio Management, Financial Modeling, Financial Services, Valuation, ALM, Asset Management, Fixed Income, Alternative Investments, Capital Markets, Structured Finance, Mergers & Acquisitions, Investment Management, Derivatives, Financial Structuring, Due Diligence, Investment Banking, Hedge Funds, Equities, Bonds, Securities, Strategic Financial..., Private Equity
Education
Duke University 1980 — 1984
BS, Geology
Millburn H.S.
Tobin & Clark Inc. February 2011 - Present
Target Marketing of the Americas 2002 - 2009
Legend automotive December 1992 - October 1997
Various Third Party Collection Agencies February 1993 - September 1997
Pura Vedra Reforestation Project 1992 - 1997
Ferranti & Associates. Recovery & Repossession Specialist December 1991 - March 1993
First Union National Bank May 1989 - December 1991
Sam inc. October 1990 - September 1991
Skills
Credit, Management, Finance, Budgets, Sales, Negotiation, Time Management, Accounting, Insurance, Credit Cards, Software Documentation, Advertising, Accounts Payable, Pricing, Credit Scoring, Repossessions, New Home Sales, Skip Tracing, Public Speaking, Employee Training, Account Management, Medical Billing, Marketing, Real Estate, Selling, Customer Service
Education
Drury University 1985 — 1989
Architecture Design and Business Administration
bioMerieux Inc. December 1996 - Present
bioMerieux Inc December 1996 - April 2008
IBM June 1990 - December 1996
IBM Contractor June 1990 - December 1996
First Union National Bank August 1983 - June 1990
First Union National Bank August 1983 - June 1990
Skills
Troubleshooting, Validation, Analysis, Hardware, Medical Devices, FDA, Technical Support, Servers, Windows, TCP/IP, CAPA, Networking, Quality Assurance, Computer System..., Computer Hardware, Disaster Recovery, Lotus Notes, Operating Systems, Visio, Quality System, Printers, Technical Writing, Microsoft Exchange, Help Desk Support, Software Documentation, Hardware Diagnostics, Laptops, Training, Security, Software Installation, Biotechnology, ISO 13485, XP, GMP, Windows XP, Active Directory, Change Control, Cisco Technologies, Network Administration, Windows Vista, Windows 7, 21 CFR Part 11, IT Operations, Citrix, Microbiology
Education
DeVry University 2008 — 2010
Bachelor of Applied Science (BASc), Techinical Management
Wake Technical Community College 1998 — 1999
Certifaction, Networking Essentials
Hardbarger Junior College of Business 1981 — 1983
Associates, Compter Technology
Foundation Technologies 2014 - Present
Foundation Technologies February 2008 - Present
Foundation Technologies, Inc, December 2001 - January 2006
Cauthen Development Corporation 1999 - 2001
JCC Land Holding Partners 1996 - 1999
First Union National Bank 1994 - 1996
NationsBank 1988 - 1994
Skills
Customer Service, Real Estate Development, Residential Homes, Commercial Real Estate, Sales, Contract Negotiation, Strategic Planning
Education
USC Moore School of Business 1986 — 1988
MBA, Finance/Real Estate Finance
Duke University 1982 — 1986
Bachelor, Political Science
Smith Moore Leatherwood LLP PartnerSmith Moore Leatherwood LLPJuly 2003 - Present
First Union National Bank 1978 - 1982
First Union National Bank 1978 - 1982
First Union National Bank 1978 - 1982
First Union National Bank 1978 - 1982
Education
Washington and Lee University School of Law
Doctor of Law (J.D.)
Davidson College
Bachelor of Arts (B.A.), History
EC Liner Inc October 2011 - Present
Wells Fargo July 1989 - January 2001
First Union National Bank 1989 - 1994
Skills
Social Media, Microsoft Office, Weddings, Automobile, Office Management, Social Networking, Event Management, Event Planning, Corporate Events, Customer Service, New Business Development, Sales, Customer Satisfaction, Sales Process, Retail
Education
Ridley High School 1987 — 1989
Delaware County Community College
Sharon Marra/Arbonne International May 2010 - Present
Toyota Financial Services November 1999 - May 2010
First Union National Bank 1993 - 1999
Education
Drexel University 1992 — 1993
Marketing, Financial Accounting, Financial Management
Queen's University 1987 — 1991
B.A. (Honors), Italian & Philosophy
BASF April 2013 - Present
Conclusive Analytics November 2010 - June 2011
Conclusive Analytics (formerly Synapse Technology) April 2001 - June 2007
First Union National Bank 2000 - 2001
Sharonview FCU 1998 - 2000
Skills
Database Marketing, Direct Marketing, Direct Mail, Marketing Strategy, CRM, Marketing, Account Management, Marketing Communications, Email Marketing, Analytics, Marketing Management, Project Management, Client Presentation, Designing Marketing..., Survey Design, Report Writing, Database Segmentation &..., Data Hygiene
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2004
MBA
Dalhousie University 1992 — 1996
Bachelor of Commerce (BCom)
White Oaks Secondary
Wachovia, A Wells Fargo Company Service Leader - Wilmington, NCWachovia Bank2007 - 2009
Wachovia Bank 2006 - 2007
First Union National Bank 1995 - 2006
Education
Dallas Baptist University 1991 — 1993
Hillcrest International 1987 — 1991
FIS June 1999 - Present
Strength in Motion 1996 - 2013
First Union National Bank January 1998 - May 1999
National Penn Bank November 1995 - December 1997
Meridian Bank September 1977 - September 1995
Skills
fluent in German, fluent in French, professional flutist, Business Analysis, ATM networks, SQL, Vendor Management, Process Improvement, Banking, Requirements Analysis, Requirements Gathering, Analysis
Education
Dickinson College
BA, German and French
US Trust, Bank of America May 2004 - Present
US Trust, Bank of America October 2010 - February 2014
US Trust, Bank of America May 2004 - October 2010
Wachovia, A Wells Fargo Company October 2001 - April 2004
First Union National Bank May 1997 - September 2001
First Union December 1996 - April 1997
Skills
Relationship Management, Asset Managment, Wealth Management, Banking, Microsoft Excel, Analytics, PowerPoint, Risk Management
Education
East Carolina University 1991 — 1995
BA, English
Lowe's Home Improvement February 2011 - Present
Amazon.com October 2010 - December 2010
First Union National Bank February 2002 - May 2003
MBNA America May 2001 - December 2001
First Union National Bank June 1998 - May 2001
First Union National Bank May 1993 - May 1998
American Eagle Outfitters February 1988 - May 1993
Skills
Management, Retail, Merchandising, Leadership, Banking, Sales, Credit Cards, Customer Service, Call Centers, Customer Satisfaction, Teamwork, Microsoft Word, Television Studio...
Education
Delaware Technical and Community College-Stanton-Wilmington 2009 — 2009
Computer Software
University of Delaware 2003 — 2008
Health, History
Lynchburg College 1984 — 1987
B.A., Communications
Wesley College 1982 — 1984
A.A., Communications
First Union National Bank November 1982 - Present
First Union National Bank 1982 - 1993
First Union National Bank 1982 - 1993
Skills
Bonds, Strategic Planning
Education
Converse College 1967 — 1971
Bachelor's degree
RBC Wealth Management December 2011 - Present
ARAMARK August 2001 - April 2011
PNC Investments January 1999 - August 2001
First Union National Bank January 1986 - August 1999
Skills
Customer Service, Financial Analysis, Accounts Payable, Banking, Human Resources, Microsoft Office, Process Improvement, Training, Management, Budgets, Cash Management, Accounting, Mutual Funds, General Ledger, New Business Development, Financial Reporting, Portfolio Management, Financial Statements, Finance, Time Management, Risk Management, Forecasting, Strategic Financial..., Account Reconciliation, Analysis, Access, Cash Flow, Sarbanes-Oxley Act
Education
Community College of Philadelphia 1974 — 1979
Associates, Business Administration
SunTrust Bank January 2005 - Present
First Tennessee Bank July 1995 - June 2005
First Union National Bank April 1989 - June 1995
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Loans, Retail Banking, Banking, Mortgage Lending, Real Estate Financing, Financial Analysis, Credit, Real Estate, Credit Risk, Consumer Lending, Portfolio Management
Education
University of Tennessee-Knoxville 1981 — 1982
Davidson College 1977 — 1981
Bachelor of Arts, Economics
FIRSTRUST BANK June 2014 - Present
GREEN TREE SERVICING LLC (formerly GMAC RESCAP) 2012 - 2013
AKCELERANT SOFTWARE LLC 2010 - 2011
AUTOMATED FINANCIAL SYSTEMS 2008 - 2010
AUTOMATED FINANCIAL SYSTEMS 2004 - 2008
AUTOMATED FINANCIAL SYSTEMS 2000 - 2004
FIRST UNION NATIONAL BANK 1992 - 2000
CORESTATES BANK, NA 1989 - 1992
CORESTATES BANK, NA 1983 - 1989
Skills
Vendor Management, Loan Servicing, Business Analysis, Process Improvement, Operations Management, Team Building, Training, Budgets, Coaching, Recruiting, Customer Service, Leadership, Quality Assurance, Banking, SDLC, Cross-functional Team..., CRM, Software Documentation, Analysis, Software Testing, Loan Document..., Collateral Management, Mortgage Servicing, Mortgage Lending, Project Management, Change Management, Business Process, Product Management, Commercial Banking, Loan Origination, Small Business Lending
Education
Drexel University
MS, Human Services Management
University of Pittsburgh
BS, Psychology
Dicker, Krivok, Stoloff, P.A. January 2009 - Present
law firm December 2001 - Present
State of Florida's, 15 Judicial Circuit Public Defender's Office, West Palm Beach, Floirda June 2001 - Present
Powers • McNalis • Torres • Teebagy • Luongo September 2002 - January 2009
Clear Channel Media + Entertainment May 2006 - May 2008
W. Trent Steele, P.A. January 2001 - December 2002
First Union National Bank October 1989 - January 2001
Skills
Teaching, Photoshop, Litigation, Personal Injury, Legal Research, Legal Writing, Civil Litigation, Westlaw, Courts, Mediation, Criminal Law, Legal Assistance, Trials, Document Review, Legal Documents, Pleadings, Commercial Litigation, LexisNexis, Litigation Support, Family Law, Document Drafting, Appeals, Intellectual Property, Corporate Law, Hearings, Depositions, Arbitration, Product Liability, Employment Law, Legal Issues, Bankruptcy, Notary Public, Legal Advice
Education
South University-West Palm Beach 2014 — 2016
Masters Degree Criminal Justice, Criminal Justice and Corrections
Connecticut School of Broadcasting 2006 — 2006
Certificate Boodcasting and Production, Radio and Television, A
South University-West Palm Beach 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Legal Studies, Paralegal
Marist College 1995 — 1996
Certificate, Paralegal Studies, A
Dutchess Community College 1993 — 1995
Business Administration and Management, General, A
Lockheed Martin Aeronautics October 2010 - Present
Lockheed Martin April 2001 - October 2010
Intranet Communications Systems March 2000 - April 2001
First Union National Bank April 1996 - March 2000
Skills
Logistics Management, Earned Value Management, Network Architecture, Supply Chain, Purchasing, Subcontracting, Vendor Management, Business Case, 3PL, Government Contracting, Supply Management, FAR, Security Clearance, Aerospace, Six Sigma, Process Improvement, Continuous Improvement, Transportation
Education
Drexel University 1985 — 1990
BS, Commerce and Engineering
National Penn Bank March 2011 - Present
Sovereign Bank February 2003 - March 2011
First Union National Bank December 1975 - March 2004
Education
Drexel University 1972 — 1976
Accounting and Finance
NeighborWorks America August 2012 - Present
Branch Banking & Trust Co September 2005 - July 2012
Wachovia NA, Bank of America Corporation, L.L.Bean, Cingular Wireless and Canon ITS January 2003 - September 2005
Underwriters Laboratories Inc May 1996 - August 2002
First Union National Bank May 1994 - August 1995
Brendle's Stores Inc. May 1988 - January 1992
Skills
Leadership Development, Change Management, Curriculum Design and..., Performance Management, Process Management, Employment
Education
East Carolina University
MA, I/O Psychology
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Psychology/Studio Art
First Savings Bank of Perkasie August 2013 - Present
Penn Community Bank August 2013 - Present
Avenue 365 Lender Services 2012 - 2013
Sovereign Bank, N.A. May 2011 - June 2012
Apex Mortgage Corp November 2009 - May 2011
De Lage Landen Financial Services, Inc February 2008 - November 2009
Firstrust Bank December 2006 - January 2008
Firstrust Bank April 2006 - December 2006
Firstrust Bank June 2001 - April 2006
First Union National Bank October 1999 - June 2001
Skills
Loss Mitigation, Courts, Loans, Banking, Mortgage Banking, Credit, Bankruptcy, Default, Portfolio Management, Mortgage Lending, Customer Service, Foreclosures, Commercial Mortgages, Commercial Lending, Credit Analysis, Loan Modifications, Loan Origination, Loan Servicing, Residential Mortgages, Risk Management
Education
Community College of Philadelphia
Associate of Arts and Sciences (AAS), Paralegal Studies
Community College of Philadelphia
Associate of Applied, Science Paralegal Studies
University Hospitals of Cleveland April 2013 - Present
1 EDI Source, Inc. January 2013 - March 2013
Mobile Defense March 2012 - January 2013
Allscripts June 2010 - March 2012
Allscripts August 2008 - June 2010
Allscripts August 2007 - August 2008
Allscripts January 2007 - August 2007
Misys Healthcare Systems April 2002 - January 2007
Misys Healthcare Systems June 1999 - April 2002
First Union National Bank May 1998 - May 1999
Skills
Healthcare Information..., Software Documentation, HIPAA, End User Training, Troubleshooting, Technical Support, EMR, EDI, SQL, Project Management, Integration, EHR, Ambulatory, Healthcare, Process Improvement, Software Implementation
Education
Miami University 1993 — 1997
Bachelor of Arts (BA), Political Science and Government
Cuyahoga Community College 2012 — 2013
Certificate Course, Certified Healthcare Technology Specialist - Techincal/Software Support, Completed 2/2013
T-Mobile February 2003 - Present
VarTec Telecom July 2002 - February 2003
First Union National Bank August 1998 - April 1999
Skills
GSM, Telecommunications, IP
Education
The University of Texas at Dallas
Bachelor of Science (BSc), Computer Software Engineering
Dallas County Community College
Locks Braids & Fades Hair Studio 1999 - 2012
First Union National Bank June 1997 - August 1999
Skills
Data Entry, Cosmetology
Education
Community College of Philadelphia 2006 — 2010
Associate of Arts and Sciences (A.A.S.), Social/Behavioral Science
Hillsborough County Property Appraiser March 1999 - Present
Bank of America October 1994 - February 1999
First Union National Bank April 1987 - October 1994
Education
Duquesne University
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Health Net Federal Services March 2014 - Present
Popular Community Bank July 2008 - February 2014
Popular Community Bank June 2006 - June 2008
Popular Community Bank April 2001 - June 2004
Wells Fargo September 2000 - March 2001
First Union National Bank December 1999 - August 2000
Skills
Automated credit..., System management and..., Business Process..., Consumer Lending, Product Development, Analytical Skills, Problem Solving, Procedure Development
Education
Valencia Community College 2008 — 2011
Cosumnes River College 2004 — 2006
Wells Fargo Bank November 2010 - Present
Wachovia Bank, NA January 2007 - July 2008
Wachovia Bank, NA January 2004 - December 2006
First Union National Bank April 2000 - January 2004
Skills
Hold Series 7, Series 63, Series 65, NC and Virginia FINRA..., Banking, Credit, Loans, Credit Analysis, Financial Analysis, Portfolio Management, Commercial Banking, Retail Banking, Investments, Commercial Lending, Loan Origination, Wealth Management, Small Business Lending, Consumer Lending, Finance, Financial Modeling, Series 7
Education
Davidson County Community College 1982 — 1985
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Johnson's Accounting Group January 2004 - Present
Johnson's Accounting Group January 2004 - Present
Urban Affairs Coalition January 2005 - May 2009
Memories Bridal Salon January 1994 - January 2000
First Union National Bank September 1994 - September 1998
National Association of Fashion & Design September 1985 - August 1989
Skills
Accounting, Account Reconciliation, Tax Preparation, QuickBooks, Accounts Receivable, Payroll, Cost Accounting, Tax Research, Forecasting, Income Tax, Tax Accounting, Finance, Tax, Strategic Financial...
Education
Gwynedd-Mercy College 2003 — 2005
Bachelor of Science (BS), Accounting and Finance
Community College of Philadelphia
Associate of Arts and Sciences (AAS), Business Administration and Management, General