First Union National Bank
Industry: Bank
DescriptionFirst Union Corporation was a bank holding company that provided commercial and retail banking services in eleven states in the eastern U.S. Successor: Wachovia (now Wells Fargo) Ceased operations: 2001 Founder: H.M. Victor Founded: 1908 Headquarters: Charlotte, North Carolina, United States Number of employees: 71,262
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2,143 First Union National Bank employees in database. Find out everything there's to know about First Union National Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
First Union National Bank Employees
Farmers Insurance July 2014 - Present
MassMutual Financial Group October 2013 - May 2014
New York Life Insurance Company November 2012 - October 2013
PNC 2008 - 2009
Citigroup 1999 - 2002
First Union National Bank 1999 - 1999
International Finance Bank (IFB) 1996 - 1998
Home Savings of America 1991 - 1996
Skills
Investments, Strategic Financial..., Portfolio Management, Insurance, Financial Services, Life Insurance, Banking, Estate Planning, Risk Management, Finance, Leadership, Loans, Retail Banking, Wealth Management, Securities, Private Banking, Term Life Insurance, Investment Banking, Asset Management, Disability Insurance, Trust Services, Trust Management, Capital Markets, Derivatives, Private Equity, Mergers & Acquisitions, Private Pilot, Fixed Annuities, Health Insurance, Bank Operations, Credit and Lending, Long Term Care Insurance, Retirement Planning, Long-term Care, Whole Life, Economics, STEAM Coach, Menor for Aviation, Retirement, Management
Education
Florida Atlantic University 1986 — 1989
Finance and Corpoate Management
Florida International University 1980 — 1984
Studies concentrates in Finance and Corporate Mmgt
Pontificia Universidad Catolica del Ecuador 1980 — 1984
Law
Colegio Aleman 1966 — 1977
Hertz October 2014 - Present
First Data Corporation August 2013 - January 2014
Best Buy January 2012 - April 2013
Barclays Bank August 2009 - December 2011
Bank of America August 2003 - July 2009
Delta Air Lines August 1999 - August 2003
Ford Motor Company June 1995 - August 1999
BB&T July 1992 - July 1994
First Union National Bank July 1988 - July 1992
Arthur Andersen & Co. September 1986 - July 1988
Skills
Finance, Restructuring, Strategy, Retail, Financial Analysis, Financial Modeling, Strategic Financial..., Forecasting, Credit, Cash Management, Management, Leadership, Banking, Credit Analysis, Loans, Financial Risk, Business Planning, Operations Management, Change Management, Program Management, Process Improvement, Pricing, Risk Management, Financial Services, Portfolio Management, Due Diligence, Sourcing, E-commerce, Mergers & Acquisitions, Executive Management, Managerial Finance, Income Statement, Corporate Finance, Business Strategy, Business Process..., Integration, Business Analysis, Insurance, Analysis, Retail Banking, Enterprise Software, Team Leadership, P&L, Leadership Development, Cross-functional Team..., Financial Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1994 — 1995
MBA, Finance
Elon University 1982 — 1986
BS, Accounting
Sunovion Pharmaceuticals Inc. June 2011 - Present
XenoPort, Inc. 2013 - 2014
BIOGEN IDEC, PDI Contract Sales September 2010 - June 2011
LEO Pharma, Quintiles Contract Sales January 2010 - September 2010
Janssen, Pharmaceutical Companies of Johnson and Johnson 2004 - 2009
Janssen, Pharmaceutical Companies of Johnson and Johnson 2002 - 2004
Janssen, Pharmaceutical Companies of Johnson and Johnson 2000 - 2002
First Union National Bank 1997 - 2000
Nations Bank (Bank of America) 1994 - 1997
Skills
Pharmaceutical Sales, Neurology, Urology, Cardiology, Managed Care, Pharmaceutical Industry, Sales Operations, Sales Effectiveness, Sales Force Development, Sales Presentations, Account Management, Product Launch, Cold Calling, Selling, Diabetes, Sales, Medical Devices, Gastroenterology, Sales Management, Direct Sales
Education
Fayetteville State University 1989 — 1993
Bachelor's degree, Accounting, 3.8 magna cum laude
The Stockroom, Inc. April 2013 - Present
Watusi Creative December 2010 - January 2012
AEBN / DataTech Ventures / Intermark Brands September 2004 - November 2010
Watusi Design January 1999 - September 2004
Blackbird Holdings, Inc June 2000 - December 2001
LendingTree October 1999 - June 2000
Ingersoll Rand November 1997 - September 1999
First Union National Bank September 1995 - November 1997
UNC-Charlotte October 1994 - October 1995
Skills
Creative Direction, Web Project Management, Multimedia Project..., User Interface Design, Logo Design, User Experience, Marketing Strategy, Web Design, Commercial Production, Adobe Creative Suite, Social Media, Social Media Marketing, Brand Development, Art Direction, Graphic Design, Digital Marketing, Online Advertising, Web Development, Facebook, Advertising, E-commerce, Copywriting, InDesign, Marketing, Marketing Communications, Photography, Creative Writing, Information Architecture, Management, Leadership, Social Networking, Email Marketing, Graphics, Online Marketing, Multimedia
Education
University of North Carolina at Charlotte 1992 — 1995
English
Florida Southern College 1989 — 1991
Bellwether Enterprise Real Estate Capital, LLC April 2015 - Present
Hunt Mortgage Group May 2011 - March 2015
Grandbridge Real Estate Capital July 2008 - May 2011
Fannie Mae May 2002 - July 2008
American Property Financing October 2001 - April 2002
First Union Securities January 1998 - July 2001
First Union National Bank March 1993 - December 1997
SunTrust Bank September 1988 - February 1993
Pardue, Heid, Church, Smith & Waller August 1987 - August 1988
Skills
Real Estate Economics, Real Estate, Real Estate Transactions, Asset Management, Investment Properties, Loans, Due Diligence, Real Estate Financing, Leases, HUD, Commercial Real Estate
Education
University of Florida 1984 — 1987
BSBA, Finance & Real Estate
Brevard Community College 1982 — 1984
Associate of Arts (AA), General Studies
Wells Fargo Advisors, LLC July 1999 - Present
Essa Enterpirses, Inc. December 1993 - July 1999
First Union National Bank June 1988 - January 1993
Skills
Wealth Management, Investment Advisory, Retirement, Investments, Investment Strategies, Securities, Retirement Planning, Portfolio Management, Strategic Financial..., Estate Planning, 401k, Asset Management, Bonds, Finance, Financial Services, Mortgage Lending, Fixed Annuities, Financial Advisory, Wealth Management..., Financial Planning
Education
Florida Atlantic University 2005 — 2006
Financial Planning and Services
Nova Southeastern University 1990 — 1992
Master of Business Administration (MBA), Banking and Finance
Florida State University - College of Business 1986 — 1988
BS, Finance, Accounting and Finance
American Airlines August 2012 - Present
Norlinx Inc. 2008 - 2009
Cisco 2006 - 2007
Cisco 2003 - 2005
Cisco 2002 - 2003
First Union National Bank 2000 - 2001
Skills
Data Center, Training, Coaching, CCDA, Solution Selling, Cloud Computing, SaaS, CCSE, Salesforce.com, Account Management, Sales Management, Security, Cisco Technologies, Sales, Customer Satisfaction, Managed Services, Management, Team Building, Team Leadership, Product Marketing, Analysis, Business Development, Project Management, Sales Operations
Education
Elmira College 1993 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo March 2015 - Present
Wells Fargo October 2013 - March 2015
Wells Fargo June 2010 - October 2013
Wachovia November 2007 - June 2010
First Union September 1998 - October 2007
First Union January 1998 - September 1998
First Union National Bank July 1996 - January 1998
Bank of America February 1995 - July 1996
Winn Dixie April 1990 - January 1995
Skills
Banking, Accounting, Customer Service, Accounts Payable, Accounts Receivable, Bookkeeping, Bank Reconciliation, Account Reconciliation, Accounting Research, Credit, Financial Accounting, Budgets
Education
ECPI University 2002 — 2004
Associate of Science (A.S.), Information Technology
ABC Distributors June 2014 - Present
T & S Property Management June 2001 - Present
ABC Academy June 1999 - Present
TransAmerica March 1996 - December 1998
First Union National Bank May 1993 - February 1996
Skills
Customer Service, Strategic Planning, Team Building, Staff Development, Research, Leadership Development, Teaching, Payroll, Parent Education, Employee Training, Employee Relations, Employee Management, Strategic Financial..., Children, Coaching, Small Business, Leadership, Training, Time Management, Event Planning, Marketing, Community Outreach, Management, Budgets, Microsoft Excel, Program Development, Public Speaking
Education
University of Phoenix 2013 — 2015
Masters, Early Childhood Education and Teaching
Fayetteville State University 1988 — 1992
Bachelor of Science (B.S.), Business Administration, Management and Operations
East Mecklenburg High School 1985 — 1988
Cosmetology, Math, English
PwC May 2014 - Present
Financial Services Industry September 2001 - Present
Wachovia Securities, LLC 2004 - 2006
First Union National Bank July 1998 - August 2001
American Recruiters April 1995 - July 1998
David Wood Personnel 1994 - 1995
Skills
Mortgage Lending, Wealth Management, Finance, Investments, Insurance, Management, Marketing, Securities, Retail Banking, Engineering, Accountants, Talent Acquisition, Executive Search, Applicant Tracking..., Technical Recruiting, Interviews, Recruiting, Human Resources, Onboarding, Sourcing, Employee Relations, CRM, Screening, Cold Calling, Training, Financial Services, Staffing Services, Talent Management, Internet Recruiting, Temporary Staffing, Temporary Placement, Leadership, Business Development, Benefits Negotiation, College Recruiting, Contract Recruitment, Executive Management, Employee Benefits, Permanent Placement, Workforce Planning, Screening Resumes, Taleo, Hiring, SDLC, Behavioral Interviewing, Employer Branding, Search, Resume Writing, Recruitment Advertising, Job Fairs
Education
Florida State University
Sandalwood High School
Self-employed August 2009 - Present
Merrill Lynch Trust Company January 1999 - August 2009
First Union National Bank August 1994 - January 1999
Skills
Banking, Trusts, Trust Management, Trust Taxation, Trust Services, Multi-tasked, Private Banking, Volunteering, Non-profit Volunteer
Education
Florida Southern College 1989 — 1993
Bachelor of Science (B.S.), Human Resources Management and Services
Harvard Maintenance, Inc. July 2014 - Present
Harvard Maintenance, Inc. January 2012 - Present
First Coast Service Options, Inc November 2003 - September 2011
First Union National Bank November 2000 - May 2001
First Union Bank January 1999 - November 2000
First Union National Bank June 1995 - January 1999
Skills
Employee Relations, Onboarding, Recruiting, Employment Law, Applicant Tracking..., Human Resources, Management, Resume Writing, New Hire Orientations, Training, Temporary Placement, Personnel Management, Temporary Staffing, Talent Management, Interviews, Employee Benefits, HRIS, Deferred Compensation, Hiring, Talent Acquisition, Performance Management, Benefits Administration, Policy, College Recruiting, FMLA, Customer Service, Team Building, Strategic Planning, Leadership, HR Policies, Employee Training
Education
Florida A&M University
LEVERAGE LLC (The for-profit division of League of Southeastern Credit Unions) April 2012 - June 2014
SunTrust Bank January 2008 - April 2012
SunTrust Bank July 2002 - December 2007
First Union National Bank July 1998 - July 2002
First Union National Bank September 1995 - July 1998
Skills
Loans, Financial Analysis
Education
Elon University 1991 — 1995
Bachelor of Science (B.S.), Accounting
Sport Systems, LLC February 1999 - Present
First Union National Bank January 1996 - January 1999
Skills
Contract Negotiation, New Business Development, Sales Management, Negotiation, Budgets, Contract Management, Strategic Planning, Account Management, Team Building, Customer Service, Selling, Business Development, Real Estate, Construction, Project Management, Sales Operations, Team Leadership, Advertising, Training, Direct Sales, Management, Project Planning, B2B, Sales, Marketing Strategy, Key Account Management, Leadership, Marketing, Trade Shows, CRM
Education
Elon University 1991 — 1995
Bachelor of Science, School of Business - Marketing
Bowie High School 1988 — 1991
Imperial Freight Brokers May 1998 - Present
First Union National Bank July 1993 - March 1998
Skills
Operations Management, Logistics, Supply Chain Management, Transportation, Supply Chain, Customs Brokerage, Customs Regulations, International Logistics, Air Freight, Ocean Freight, New Business Development, Trucking, Import Export, Warehouse Management, Financial Analysis, Strategic Planning, Business Strategy, Process Improvement, Negotiation, Budgets, Forecasting, Contract Negotiation, Team Building
Education
Florida International University 1988 — 1993
Bachelor of Business Administration (BBA), Finance, General
Christopher Columbus High School
Christopher Columbus High School
Christopher Columbus High School
First Union Consumer Associate
First Union Consumer Associate
YMCA June 2012 - December 2013
LLT Management, LLC 2011 - 2012
Golden Palm Realty, LLC September 2005 - September 2010
Stirling Sotheby's International Realty October 2001 - September 2005
First Union National Bank January 1998 - January 2000
Merrill Lynch July 1996 - January 1997
First National Bank of Central Florida August 1994 - August 1996
Skills
Organizational..., Account Management, Business Management, Real Estate, Financial Analysis, Sellers, Management, Time Management, Training, Marketing, Marketing Strategy, Entrepreneurship, Banking, Commercial Real Estate, Retail, Leadership Development, Social Media, Negotiation, Finance, Team Building, Advertising, Social Networking, Market Research, Online Marketing, Microsoft Word, Business Planning
Education
University of Central Florida 1994 — 1996
Master, Business Administration
Florida International University 1990 — 1992
Bachelor of Science, Hospitality Management
University of Florida 1987 — 1990
AA, Business Administration
Wells Fargo Bank January 2009 - Present
Wells Fargo Bank, Wachovia Bank January 2002 - Present
Wachovia Bank, First Union National Bank January 1999 - January 2001
First Union National Bank January 1997 - January 1999
First Union National Bank January 1993 - January 1996
First Union National Bank January 1991 - January 1992
Skills
Risk Management, Banking, Management, Process Improvement, Leadership, Forecasting, Payments, Cash Management, Team Building, Commercial Banking, Treasury Management, Change Management, Budgets, Business Analysis, Financial Risk, Training, Strategic Planning, Mergers & Acquisitions, Analysis, Operations Management
Education
Florida Atlantic University
Business Administration
School District of Palm Beach County May 2000 - Present
School District of Palm Beach County January 1997 - May 2000
SCHOOL DISTRICT OF PALM BEACH COUNTY July 1996 - January 1997
First Union National Bank February 1990 - June 1996
Skills
Treasury Management, Public Finance, Cash Management, Accounting, Banking, Budgets, Capital Budgeting, Cash Flow, Credit Analysis, Finance, Financial Statements, Forecasting, Investments, Treasury, Financial Analysis, Financial Reporting, Leadership, Management, Managerial Finance
Education
Florida Atlantic University 1985 — 1988
Bachelor of Business Administration (BBA), Finance, General
Palm Beach Junior College 1984 — 1985
e3 Partners / I Am Second June 2014 - Present
Success Builders May 2007 - Present
Association of Experiential Education 2009 - Present
WorkShop, the creative workplace January 2013 - July 2013
Team Leadership Center May 1998 - August 2010
The Matthew 25 Project May 2001 - December 2007
J.C.'s Cafe November 1998 - April 2001
McCreary Central High School March 1994 - July 1997
Columbus Bank & Trust Company December 1991 - May 1992
First Union National Bank January 1987 - October 1991
Skills
Leadership Development, Organizational..., Coaching, Facilitators, Team Building, Entrepreneurship..., Human Performance, Instructional Design, Fundraising, Nonprofits, Leadership, Entrepreneurship, Start-ups, Program Management, Human Resources, Workshop Facilitation, Executive Coaching, Grants, Conflict Resolution, Staff Development, Facilitation
Education
University of Louisville 2010 — 2012
Master of Science (MS), Organizational Leadership
Eastern Kentucky University 1995 — 1997
Bachelor of Science (BS), Business Teacher Education
Georgia State University 1981 — 1985
Bachelor of Business Administration (BBA), Marketing, Magna Cum Laude
Monarch July 2009 - Present
Terrifik Kids: Before & After School May 2002 - October 2009
Chemical Dependency Center April 2006 - April 2008
Union County Health Dept. October 2000 - May 2002
Carolinas HealthCare System- The Willows June 1999 - August 2001
York County Treatment Center May 1998 - June 1999
First Union National Bank August 1993 - October 1996
Skills
Leadership, Leadership Development, Mental Health, Microsoft Excel, Nonprofits, Program Development, Public Speaking, Social Services, Teaching, Team Building, Training
Education
Fisk University 1987 — 1991
Bachelor’s Degree, Social Work/ Sociology/ Psychology
Wells Fargo May 2012 - Present
MooselyEco December 2010 - October 2012
Wells Fargo 2011 - May 2012
Lowe's Home Improvement July 2011 - September 2011
ProNet Charlotte 2011 - 2011
Wachovia, A Wells Fargo Company 2000 - 2010
Toastmasters International July 2007 - June 2008
First Union National Bank 1999 - 2001
First Union National Bank 1998 - 1999
First Union National Bank 1995 - 1997
Skills
ITIL, Risk Management, Project Management, Team Building, Governance, Asset Managment, Process Management, Managerial Finance, Disaster Recovery, Vendor Management, Business Continuity, Program Management, Process Improvement, Business Analysis, PMP, Visio, Project Portfolio..., SharePoint, Strategic Planning, Requirements Analysis, Enterprise Architecture, Management, Asset Management, Training, Data Center, Requirements Gathering, IT Service Management, Integration, Virtualization, Strategy, Leadership, Servers, Networking, Security, Project Planning, Information Technology, IT Management, Resource Management, SDLC, IT Operations, Software Documentation, Cross-functional Team...
Education
Queens University of Charlotte 2004 — 2005
Preliminary MBA Course Work
The George Washington University 2004 — 2005
Masters Certification, Project Management
Eckerd College 1982 — 1986
Bachelor of Arts, Liberal Arts
Naples High School
Wilkes Community College August 2009 - Present
Federation of State Massage Therapy Boards 2014 - 2015
Self Employed Massage Therapist March 2001 - August 2009
Surry Community College November 2008 - May 2009
Hugh Chatham Memorial Hospital March 2001 - October 2003
The International Center for Computer Enhanced Learning June 1998 - May 2000
A+ Management Recruitors January 1998 - May 1998
First Union National Bank May 1996 - December 1997
Wake Forest Baptist Health September 1989 - January 1991
US Navy June 1981 - August 1989
Skills
Therapeutic Massage, Reflexology, Neuromuscular Therapy, Bodywork, Teaching, Training, Curriculum Development, Leadership, Program Administration, Stress, Reiki, Nonprofits, Certified in..., Health, Leardership, Certified Program...
Education
Eastern New Mexico University 2014 — 2016
Master's Degree, Professional Technical Education
LERN Program Management Institute 2014 — 2014
Certified Program Planner
Southeastern School Of Neuromuscular and Massage Therapy 2000 — 2000
Certificate of Completion, Therapeutic Massage and NMT
Wake Forest University 1994 — 1996
BA, History and Education
Wells Fargo 2007 - Present
Wachovia 2004 - 2007
Wachovia 1999 - 2004
First Union National Bank 1993 - 1998
Skills
Six Sigma, Banking, Risk Management, Financial Services, Process Improvement, Relationship Management, Change Management, Business Process..., Program Management, Strategic Planning, Customer Experience, Cross-functional Team..., Call Center, Mergers, Leadership, Credit Cards, Retail Banking, Business Analysis, Operational Excellence, Project Management, Performance Management, PMO, Strategy, Mergers & Acquisitions, Call Centers, Operations Management, Credit, Management, Process Engineering, Sales, Vendor Management, Executive Management, Portfolio Management, Management Consulting, Analysis, Outsourcing, Financial Analysis, Marketing
Education
Ferrum College 1989 — 1993
B.S., Business
Chexar Networks, Inc. March 2003 - Present
First Union National Bank February 1984 - September 1993
Skills
Executive Management, Risk Management, Leadership, Credit Cards, Financial Services, Management, Banking, Start-ups, Strategic Planning, Team Leadership, Payments, Team Building, Mergers & Acquisitions, Strategic Partnerships, Microsoft Office, Debit Cards, Electronic Payments
Education
Florida Institute of Technology 2011 — 2013
Master of Business Administration (MBA), Project Management
Georgia State University 1980 — 1983
BBA, Business Management
Wells Fargo April 2009 - Present
Wachovia, A Wells Fargo Company July 2008 - April 2009
Wachovia Bank January 2000 - June 2008
First Union National Bank September 1996 - December 1998
Comerica January 1988 - August 1996
Comerica Bank 1978 - 1996
Comerica January 1978 - December 1987
Skills
Strategic Planning, ITIL, Business Analysis, Risk Management, Quality Management, Benchmarking, Management Consulting, Project Management, Vendor Management, Process Improvement, Business Process..., Banking, SDLC, Disaster Recovery, Analytics, Management, Business Intelligence, Program Management, PMO, Governance, IT Strategy, PMP
Education
The Ohio State University 1974 — 1977
BBA, Business Administration - Finance
Eastern Michigan University 1978 — 1981
MBA, General
Member Support Services, LLC Athlete, Team Novo NordiskTeam Novo Nordisk2009 - Present
Service Credit Union November 2009 - September 2015
PEFCU December 2000 - October 2009
First Union National Bank October 1999 - December 2000
Applied Innovations, Inc. February 1996 - June 1998
Skills
Project Management, Team Building, Strategic Planning, Banking, Change Management, Vendor Management, Budgets, Team Leadership, SharePoint, Management, Business Analysis, Process Improvement, Program Management, Customer Service, Data Center, Disaster Recovery, E-commerce, Networking, Security, Leadership, IT Strategy, IT Management, Risk Management, Integration, Information Technology, Business Intelligence, Business Continuity, Information Security, Visio, Software Documentation, SDLC, System Administration, Executive Management
Education
Southeastern CUNA Management School 2002 — 2004
Certificate, Credit Union Management
The University of Georgia 1991 — 1993
MS, Artificial Intelligence
Emory University 1982 — 1984
Theology
Florida Southern College 1979 — 1981
BA, Philosophy & Religion
Lincoln Financial Group April 2011 - Present
American Express March 2010 - December 2010
GMAC Insurance 1996 - 2009
First Union National Bank February 1995 - August 1996
Siebels Bruce Insurance Company December 1990 - August 1994
American Bankers Insurance Group March 1978 - December 1990
Skills
Knowledge Management, ERP Implementations, SDLC, PMP, PMO, Vendor Management, IT Strategy, Business Process..., Business Analysis, Process Improvement, Program Management, Project Portfolio..., Requirements Gathering, Requirements Analysis, Business Process, Change Management, Enterprise Architecture, Visio, Software Project..., Project Management, Disaster Recovery, Data Center, Management, Cross-functional Team..., IT Service Management, Outsourcing, Leadership
Education
Excelsior College 1988 — 1991
B.S., Business
Quantum3 Group, LLC June 2010 - Present
Quantum3 Group, LLC June 2009 - June 2010
B-Line, LLC December 2006 - June 2009
B-Line, LLC September 2001 - December 2006
First Union National Bank January 1997 - August 2001
Florida International University January 1997 - August 2001
Somague January 1992 - August 1994
Skills
Portfolio Management, Operations Management, Executive Management, Financial Services, Management, Credit, Process Improvement, Loans, Vendor Management, Financial Modeling, Risk Management, Financial Analysis, Strategic Planning, Mergers & Acquisitions, Mergers, Credit Cards, Finance, Banking, Call Centers, Strategy
Education
Florida International University - College of Business 1994 — 1996
MBA, Business
Universidade de Lisboa 1982 — 1987
BS Civil Engineering, Structural Engineering
Naples Sailing @ Yacht Club November 2012 - Present
Grey Oaks Country Club January 1990 - December 2012
First Union National Bank January 1980 - April 1989
Skills
Marketing Communications, Social Media Marketing, Marketing, Marketing Strategy, Advertising, Email Marketing, Direct Marketing, Public Relations, Social Media, Event Management, Integrated Marketing, Online Advertising, Digital Marketing, Event Planning, Trade Shows, Strategic Planning, Customer Service, Hospitality, Sales
Education
Burt Rogers School of Real Estate 1991 — 1991
Florida Real Estate Sales License
Edison Community College 1985 — 1987
Associates, Florida Licensed Real Estate Professional
MetLife January 2014 - Present
BB&T October 2005 - July 2013
Wachovia Securities Financial Network 2000 - 2005
First Union National Bank 1998 - 2000
Skills
Customer Relationship..., Risk Management, Project Management, Process Improvement, PC, Mac, Microsoft Office, Thompson One, WebCRD, Mobius, Securities, Accounting, CRM, Customer Service, Banking, Training, Series 6, Series 63, Series 7, Series 24, Equities, Management, Finance, Auditing, Mutual Funds, Fixed Annuities, Retirement Planning, Bank Secrecy Act, Retirement, KYC, IRAs, Wealth Management, FINRA, AML, 401k, Investments, Financial Risk, Asset Allocation
Education
Ferrum College 1992 — 1995
Bachelor of Science (B.S.), Business Administration with concentration in Finance
Virginia Western Community College 1986 — 1990
Associate of Science (A.S.), Business Administration
Wachovia Bank March 2000 - July 2011
First Union National Bank August 1999 - March 2000
Wachovia Mortgage Corporation April 1998 - August 1999
First Union Mortgage Corporation January 1997 - April 1998
Wachovia Bank May 1996 - December 1996
Lerner New York September 1994 - October 1996
Bulky's Treats and Gifts January 1993 - August 1994
Afterthoughts Boutique September 1990 - January 1993
Skills
Recruiting, Training
Education
University of Central Florida - College of Business Administration 2014 — 2016
Human Resources Management and Services
Florida State College 2011 — 2013
Associate of Arts (A.A.), Business Administration/Management
Florida State College at Jacksonville 2011 — 2013
Associate of Arts (A.A.), Business Administration and Management, General
Wells Fargo January 2012 - June 2014
Wells Fargo Bank 2009 - January 2012
Wachovia, A Wells Fargo Company 2008 - 2009
Wachovia, A Wells Fargo Company 2003 - 2007
Wachovia, A Wells Fargo Company 1995 - 2002
First Union National Bank 1992 - 1994
First Union National Bank 1988 - 1991
Office of the Comptroller of the Currency 1982 - 1988
Skills
Banking, Risk Management, Commercial Banking, Credit Analysis, Credit Risk, Credit, Financial Risk, Loans, Portfolio Management, Commercial Lending
Education
Graduate School of Banking of the South - LSU 1988 — 1991
Eastern Illinois University 1978 — 1982
BS in Business, Finance & Management
Federal Reserve Bank of New York September 2011 - Present
Credit Suisse 2001 - 2009
Bank Austria Creditanstalt 1999 - 2000
First Union National Bank 1995 - 1999
Chemical Bank 1976 - 1995
Skills
Banking, Credit, Loans, Investment Banking, Credit Risk, Commercial Banking, Leadership, Investments, Financial Institutions, Risk Management, Management, Fixed Income, Credit Analysis, Corporate Finance, Capital Markets
Education
Fairfield University 1972 — 1976
B.A., Economics
THE ROBINSON REALTY GROUP District ManagerAXA Advisors1989 - 1996
First Union National Bank August 1986 - September 1989
Education
Florida Agricultural and Mechanical University 1982 — 1986
First Union National Bank July 2000 - September 2002
Myrtle Beach National Company January 1999 - May 2000
Skills
Outlook, Budgets, Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, English, Fundraising, Athletics, Event Management, Social Networking, Public Speaking, Administrative..., Event Planning, Sales
Education
East Tennessee State University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Banco Sabadell Americas - Sabadell United Bank & Banco Sabadell Miami Branch April 2008 - Present
BBVA Miami Branch 2007 - April 2008
BBVA Miami Branch 2005 - 2007
BBVA Miami Branch 2002 - 2005
BBVA Miami Branch 2001 - 2002
BBVA Miami Branch 1999 - 2001
First Union National Bank 1995 - 1999
Skills
Accounts Payable, Human Resources, Physical Security, Banking, Access Control..., Project Manager, Department Budgeting, Spanish-English, Office Management, Corporate Events, Purchasing Supplies, Negotiation, Strategic Planning, Spanish, Customer Service, Management, Project Planning, Microsoft Office
Education
El Camino College 1992 — 1994
TNT Limousine January 1999 - Present
First Union National Bank January 1987 - June 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Account Management, Leadership, Marketing, New Business Development, Sales, Team Building
Education
Virginia Commonwealth University 1984 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
Ferrum College 1982 — 1984
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Wells Fargo Home Mortgage May 2012 - Present
Wells Fargo December 2008 - April 2012
Wachovia Bank December 2006 - December 2008
Wachovia Bank December 2001 - December 2006
First Union National Bank December 1984 - December 2001
Northwestern Bank December 1981 - December 1984
Skills
Software Quality..., Program Management, IT Management, Vendor Management, Business Analysis, Requirements Analysis, Process Improvement, Visio, Integration, Business Requirements, SharePoint, Systems Analysis, Risk Management, Enterprise Architecture, Quality Assurance, Disaster Recovery, PMP, User Acceptance Testing, SDLC, Databases, Requirements Gathering, Business Continuity, DB2, Business Process..., Project Management, Project Portfolio..., Agile Methodologies, Testing
Education
ECPI College of Technology 1973 — 1974
BS, Computer Technology
North Carolina State University 1972 — 1973
Bachelor of Science (BS), Mathematics and Computer Science
Weichert Realtors October 2011 - Present
USPS January 2008 - June 2015
Horizon Blue Cross Blue Shield of New Jersey September 2002 - June 2005
First Union National Bank October 2000 - November 2001
Jones Transportation Inc. August 1997 - June 1999
Skills
Research, Organizing, Public Relations, Value Based Selling, Strategic Consulting, Event Management, Business Planning, Promotion Planning
Education
Essex County College
Katherine Gibbs School
Mallinckrodt Pharmaceuticals (formerly Cadence) August 2013 - Present
Endo Pharmaceuticals January 2012 - July 2013
MedImmune, LLC October 2007 - May 2011
Sanofi-Aventis Pharmaceuticals August 1998 - September 2007
First Union National Bank January 1994 - July 1998
First Union National Bank January 1994 - January 1998
Bankers Financial Funding January 1994 - January 1994
Skills
Pharmaceutical Sales, Pulmonology, Cardiology, Orthopedic, Pharmaceutical Industry, Hospitals, Oncology, Sales Operations, OB/GYN, Hospital Sales, Internal Medicine, Urology, Managed Care, Product Launch, Neurology, Orthopedics
Education
Florida State University 1987 — 1991
BS, Economics, Business
The Federal Reserve Bank of Boston May 2009 - Present
Bender and Company 1995 - Present
Wachovia 1996 - 2008
Los Alamos Laboratory January 2003 - May 2003
Sealand Services, Inc. 1995 - 1996
First Union National Bank 1990 - 1995
Skills
Project Planning, Six Sigma, Business Process..., Executive Development, Leadership, Business Strategy, Leadership Development, Organizational..., Training, Employee Engagement, Change Management, Strategic Planning, Executive Coaching, Talent Management, Organizational..., Performance Management, Strategy, Team Building, Workshop Facilitation, Coaching, Succession Planning, Outsourcing, Culture Change, Process Improvement
Education
MIT Sloan School of Management 2012 — 2012
Greater Boston Executive Program
Fielding Graduate University
Masters, Organization Development & Effectiveness
Wake Forest University - Babcock Graduate School of Management
MBA
Franklin Consulting Group February 2014 - Present
Urban Land Institute July 2014 - February 2015
H&R Block January 2014 - April 2014
Coco Vedra, inc. October 2011 - January 2014
First Union National Bank January 1992 - January 1994
Skills
Customer Service, Team Building, Event Management, Strategic Planning, Fundraising, Non-profits, Small Business, Food, PowerPoint, Account Management, New Business Development, Youth Mentoring, Business Development, Weddings, Event Planning, Nonprofits, Business Strategy, Business Planning, Retail, Management, Customer Satisfaction, Project Planning, Human Resources, Employee Relations, Entrepreneurship, Team Leadership
Education
University of North Florida 2007 — 2008
2008BS, Psychology
Florida Community College at Jacksonville 2005 — 2007
2007AA, Psychology
Scott Dickson Voiceover July 2015 - Present
John Wiley and Sons August 2012 - June 2015
SeaWorld Parks & Entertainment December 2006 - September 2012
Southwest Airlines September 2003 - November 2006
Boston Celtics 2003 - 2003
First Union National Bank September 2000 - January 2002
March of Dimes August 1999 - September 2000
Skills
Social Media Marketing, Event Management, Account Management, Marketing Strategy, Team Leadership, Public Speaking, Sales, Budgets, Corporate Branding, Building Relationships, Contract Negotiation, Tourism, Digital Media, Presentations, Theme Parks, Team-oriented, Sales Management, Brand Management, Travel Marketing, Airline Management, Advertising Management, Brand Implementation, Passion to Succeed, Business Relationship..., Cross-functional..., Budget Management, Radio Advertising, Outdoor Advertising, Not-for-profit, Hospitality Industry, Integrated Marketing, Advertising, Online Advertising, Marketing, Social Media, Email Marketing, Marketing Communications, Management, Leadership, Online Marketing, Strategy, Digital Marketing, Customer Service
Education
The George Washington University 2001 — 2003
Master of Tourism Administration, Events Management and Sport Management, 3.8
The George Washington University - School of Business 2001 — 2003
Masters of Tourism Administration, Sports Management and Events Management
Flagler College 1992 — 1996
Bachelors of Arts, Communications - PR and Advertising
Academy of Voice
Voiceover
Charlotte Christian August 2012 - Present
Morrison Family YMCA 1996 - Present
Flip Flop Shops November 2009 - July 2012
Virtual Image Technology May 2000 - November 2000
First Union National Bank June 1996 - May 2000
Infosystems, Inc. April 1995 - May 1996
Skills
Customer Service, Training, Management, Marketing, Leadership, Account Management, Public Speaking, Sales, Marketing Strategy, Strategic Planning
Education
Elon University 1989 — 1993
Bachelor of Arts, Communication and Media Studies
Wells Fargo February 2013 - Present
Wells Fargo Bank July 2011 - January 2013
Wachovia, A Wells Fargo Company June 2005 - July 2011
Wachovia April 2002 - June 2005
Wachovia June 2001 - April 2002
Wachovia February 2000 - June 2001
First Union National Bank May 1997 - February 2000
Skills
Banking, AML, Risk Management, Fraud, OFAC, Loss Mitigation, Bank Secrecy Act, Credit, Operational Risk, Operational Risk..., Corporate Security, Financial Risk, Risk Assessment, Security, Protection, Certified Fraud Examiner, Anti Money Laundering
Education
Florida Institute of Technology
Business Management
Berkshire Hathaway HomeServices Florida Realty April 2008 - Present
The International Bank of Miami 1996 - 1998
First Union National Bank 1988 - 1992
Skills
Real Estate, Short Sales, Condos, REO, Sellers, Investment Properties, New Home Sales, Investors, Negotiation, Residential Homes, Rentals, Real Estate Transactions, Property Management, Selling, Commercial Real Estate, Foreclosures, Marketing, First Time Home Buyers, Single Family Homes, Relocation, Social Media Marketing, Vacation Homes, Listings, New Homes, Townhomes, e-PRO, Buyer Representation, Real Property, Waterfront, Luxury, Referrals, Relocation Buyers, Buyers, Income Properties, SFR, 1031 Exchanges, National Association of..., Listing Homes, Move Up Buyers, Property, Seniors, First Time Home Sellers, Council of Residential..., Resellers, Brokerage, Seller Representation, HUD, International Real..., Sales
Education
Florida International University 2002 — 2005
Master of Science, Mass Communications
Central HS
Central HS
Central HS
Heron Stone LLLP 2015 - Present
Jay H Wetcher PA, Inc. May 1997 - Present
The Heron Group of Companies 1992 - 2015
Turnberry Associates 2009 - 2014
Akatoo January 2007 - December 2010
Vector Group, Ltd May 1997 - July 2005
First Union National Bank June 1997 - December 1998
KPMG July 1986 - May 1997
Skills
Tax, Accounting, Strategic Financial...
Education
Florida International University - College of Business 1987 — 1991
Taxation
University of Florida 1982 — 1986
MS, Accounting
Baptist Health South Florida March 2014 - Present
Baptist Health South Florida located in Miami, Florida September 2010 - Present
Baptist Health South Florida March 2004 - September 2010
Wachovia March 1997 - March 2004
First Union National Bank 1997 - 2001
Burdines/Macy's 1987 - 1995
Skills
Hospitals, Employee Benefits, Onboarding, Employee Relations, Retail, Healthcare, HIPAA, Leadership, Human Resources, Performance Management, Recruiting, Employee Engagement, Coaching, Organizational..., Training, Employee Training, Management, Leadership Development, Personnel Management, Budgets, Applicant Tracking..., Succession Planning, Talent Management, Deferred Compensation, HRIS, Change Management, Benefits Administration, Team Building, Employment Law, Healthcare Information..., Selling Skills, New Hire Orientations, Talent Acquisition, Workforce Planning, FMLA
Education
Florida International University - College of Business 1984 — 1987
B.A., Management
Delta Air Lines October 2013 - Present
Social Sola, LLC. May 2010 - Present
AL DIA Foundation March 2014 - September 2014
Delta Air Lines April 2012 - October 2013
NHS Management Services Co., Inc. October 2008 - July 2011
Wachovia Bank N.A. May 2007 - July 2008
Wachovia Bank N.A. September 1998 - May 2007
First Union National Bank October 1998 - October 2002
Skills
Twitter, Social Media, Social Media Monitoring, Social Networking, Social Media Marketing, Non-profit Marketing, Non-profit..., Social Media Development, Facebook, LinkedIn, YouTube, Email Marketing, Website Development, Website Management, Promoting Events, Webmaster Services, Promotions, Non-profits, Marketing, Nonprofits, Online Advertising, Social Media Measurement, Marketing Strategy, New Business Development, Advertising, Training, Entertainment, Entrepreneurship, Account Management, Analysis, Blogging, Customer Service, Event Management, Event Planning, Fundraising, Management, Online Marketing, Program Management, Public Relations, Sales, Small Business, Time Management, Lead Generation, Leadership, Marketing Communications, Negotiation, Networking, Newsletters, Sponsorship, Public Speaking
Education
Eastern University 1989 — 1991
John W. Hallahan Catholic Girls High School 1985 — 1989
Diploma
ESIS, Inc. November 2014 - Present
Sentry Insurance November 2012 - November 2014
Allianz Global Assistance May 2010 - November 2012
Wachovia Securities March 2007 - March 2009
Wachovia Securities January 2006 - February 2007
Wachovia Securities January 2004 - January 2006
First Union National Bank October 1999 - January 2004
Skills
Customer Relations, Customer Service, Insurance, Microsoft Office, Negotiation, Banking, Problem Solving, Customer Satisfaction, Account Management, Call Center, Administration, Telephone Skills, Data Entry, Teamwork
Education
Bethel High School
A.A, IT/Networking
ECPI University 2002 — 2004
AAS, IT/Networking
Latitudes & Steelheads NMG 2007 - Present
First Union National Bank 1993 - 1997
Burlingame Company 1990 - 1993
Skills
Communication Skills, Organizing Skills, Basic Office Skills, Receptionist Duties, Appointment Scheduling, Microsoft Office, Microsoft Excel, Peachtree, Accounts Payable, Customer Service, Budgets, Team Building, Outlook, Strategic Planning, Leadership, Training, Operations Management, Forecasting, Inventory Management, Account Reconciliation, Customer Satisfaction, Account Management, Management
Education
Grand Valley State University 1989 — 1990
Ferris State University 1988 — 1989
Accounting
McKesson August 2013 - Present
Overstock.com May 2011 - July 2013
Overstock.com October 2009 - May 2011
USA TODAY 2001 - August 2009
USA TODAY June 1997 - 2001
First Union National Bank 1996 - 1997
First Union National Bank June 1988 - 1996
Skills
Business Intelligence, SQL, Business Objects, Data Analysis, Microsoft SQL Server, Crystal Reports, Databases, Oracle, Analytics, Access, Microstrategy, Leadership, Requirements Analysis, Teradata, Analysis, Team Leadership, VBA, Training, Data Mining, Business Analysis, Data Integration, Customer Service, T-SQL, SSRS, Business Intelligence..., Team Management, Newspapers, E-commerce, SQL Server Management..., Microsoft Excel, Order Fulfillment, Tableau, Projects, Mentoring, Management, Netezza, SharePoint
Education
University of Central Florida 1993 — 1996
Bachelor of Arts, English - Creative Writing
Florida Community College at Jacksonville 1988 — 1992
AA, General
Merrill Lynch July 2012 - Present
Merrill Lynch May 2010 - July 2012
Wachovia Bank 2003 - December 2009
Wachovia Bank 2000 - 2003
First Union National Bank 1998 - 2000
Skills
Banking, Cash Management, Commercial Lending, Credit, Investments, Loans, Mortgage Lending, Financial Services, Private Banking, Finance, Securities, Retirement Planning, Securities Lending, Series 7, Wealth Management
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2010
M.B.A., Personal Financial Planning
Florida State University 1994 — 1998
B.S., Finance
Diebold, Global Advisory Services January 2013 - Present
Bank of America January 2011 - November 2011
Bank of America August 2006 - December 2010
Bank of America August 2005 - August 2006
Bank of America May 2004 - August 2005
Bank of America August 2002 - May 2004
Bank of America April 1997 - July 2002
First Union National Bank February 1996 - April 1997
AT&T June 1991 - January 1996
Skills
Microsoft Office, Hyperion, Project Execution, Financial Forecasting, Financial Planning, Strategic Planning, P&L Management, Customer Analytics, Cross-functional Team..., Cost Allocation, Accounts Receivable, Real Estate Finance, Deposits, Credit Cards, Debit Cards, Revenue Management, Growing Revenue, Pricing Strategy, Financial Modeling, Financial Analysis, Financial Accounting, Expense Management, Budgeting, Corporate Real Estate, Strategic Financial..., Banking, Credit Risk, Financial Reporting, Budgets, Credit, Retail Banking, Project Management, Forecasting, Portfolio Management, Financial Services, Analytics, Process Improvement, Analysis, Leadership, Product Management, Managerial Finance, Management, Segmentation, Corporate Finance, Pricing, Cash Management, Treasury Management, Payments, Executive Management, Network Optimization
Education
University of North Florida 1991 — 1994
BS, Accounting / Systems
Florida Community College at Jacksonville 1989 — 1991
A.A, Accounting
EverBank July 2012 - Present
Wells Fargo January 2008 - Present
WELLS FARGO BANK, N. A January 1988 - Present
WELLS FARGO BANK, N. A. (formerly Wachovia January 2009 - June 2012
Wachovia Bank, N. A. January 2006 - January 2009
First Union National Bank January 1995 - January 2003
Florida National Bank NKA Wachovia Bank January 1995 - January 2003
Skills
Customer Service, Loans, Customer Satisfaction, Word, Coaching, Microsoft Office, Banking, Negotiation, Telephone Skills, Lotus Notes, Mortgage, Customer Relations, Team Building, Call Center, Business Analysis, Documentation, Teamwork, Problem Solving, Microsoft Word, Call Centers, Mortgage Lending, New Business Development, Customer Retention
Education
Florida State College at Jacksonville 1979 — 1981
Associate of Arts Degree, Secretarial Science
Trinity Christian Academy 1976 — 1979
High School Diploma, General
Florida State College at Jacksonville
Bachelors, Business Supervision and Management
Florida Junior College
Associate of Arts Degree, Secretarial Science
Citi June 2011 - Present
ista North America August 2008 - April 2011
FSV Payment Systems August 2007 - August 2008
Fifth Third Bank January 2006 - July 2007
GUARANTEC, LLP January 1999 - January 2006
First Union National Bank January 1998 - January 1999
InTuition January 1994 - January 1998
GuaranTec January 1993 - January 1994
InTuition January 1992 - January 1993
BARNETT BANK - TECHNOLOGIES, INC January 1984 - January 1992
Education
Florida Coastal School of Law
Juris Doctorate
Florida State University
Bachelor of Science, Economics, Business and Communications
The Provident Bank February 2015 - Present
The Provident Bank April 2007 - Present
The Provident Bank October 2004 - Present
The Provident Bank January 2003 - October 2004
Hudson United Bank 2002 - 2003
First Union National Bank 2001 - 2002
sovereign bank 1995 - 2001
United Jersey Bank 1988 - 1991
National State Bank 1984 - 1988
Skills
Commercial Banking, Commercial Lending, Banking, Loans, Credit, Credit Analysis, Mortgage Lending, Small Business Lending, Portfolio Management, Credit Risk, Retail Banking, Investments, Risk Management, Financial Analysis, Consumer Lending, Commercial Mortgages, Strategic Financial..., Mergers, Strategic Planning, Sales Management, Capital Markets, Leadership, Management, Business Development, Vendor Management, Sales, Mergers & Acquisitions, CRM, Finance, Financial Services, Strategy, Relationship Management, Customer Service
Education
Fairfield University 2007 — 2009
Diploma, National Graduate School of Banking
Union County College
Regions Bank September 2013 - Present
Regions Bank 2006 - September 2013
Wells Fargo 2004 - 2006
SunTrust Bank 2002 - 2004
First Union National Bank 1998 - 2001
BNY Mellon 1995 - 1998
Skills
Banking, Commercial Banking, Credit, Loans, Securities, Bonds, Corporate Trust, Treasury Management, Business Development, Credit Analysis, Commercial Lending, Small Business Lending, Cash Management, New Business Development, Portfolio Management, Financial Analysis, Management, Investments
Education
University of North Florida 1997 — 2000
MBA, Finance
Florida State University 1991 — 1993
BS, Finance
Tallahassee Community College 1989 — 1991
AA
Education Foundation for the St. Vrain Valley November 2011 - Present
SunTrust Bank June 2006 - October 2009
Bank of North Georgia & RBC, Inc. 2001 - 2006
GMAC Commercial Mortgage 1998 - 2001
First Union National Bank 1996 - 1998
Barnett Bank 1986 - 1996
Skills
Business Development, Marketing Strategy, Leadership, Educational Fundraising, Management, Project Management, Corporate Fundraising, Budgeting & Forecasting, Collaborative Problem..., Fundraising, Bank Management, Collaborative Leadership, Negotiation, Banking, New Business Development, Analysis, Strategic Planning, Strategy Implementation, Crowdsourcing, Small Business Lending, Loans, Real Estate, Mortgage Lending, Small Business, Financial Analysis, Credit, Portfolio Management, Investments, Credit Analysis, Sales Management, Strategic Financial..., Risk Management, Strategy, Budgets, Insurance, Accounting, Commercial Lending, Program Management, Crowdfunding, Public Speaking
Education
Eastern Florida State College
A.A., General Studies
Merritt Island High School
General Studies/College Prep
Nova Southeastern University
B.S., Management, 3.0
Capital One February 2015 - Present
Xerox Government Healthcare November 2014 - February 2015
Xerox State Healthcare, LLc July 2014 - November 2014
Convergys Corporation March 2009 - October 2013
Convergys June 2006 - March 2009
Convergys November 2003 - May 2006
Winn Dixie Stores March 2003 - November 2003
Law Office March 2002 - March 2003
First Union National Bank August 2000 - March 2002
Eckert & Smith P January 1998 - July 2000
Skills
Software Documentation, Analysis, Project Management, Visio, Training, Management, Outsourcing, Training Delivery, Business Process, Research, Microsoft Excel, Call Center, Cross-functional Team..., Customer Service, Budgets, Vendor Management, Recruiting, Call Centers, Process Improvement
Education
Florida Community College at Jacksonville 1997 — 2000
Associate Science, Business Management
Florida Community College at Jacksonville 1997 — 2000
AA, Business Administration and Management; General Education
New Management Services LLC March 2015 - Present
New Management Services LLC September 2014 - March 2015
Suddath Workplace Solutions April 2014 - June 2014
Astadia February 2013 - December 2013
Lender Processing Services, Inc. (LPS) December 2010 - February 2013
The St. Joe Company November 2005 - December 2010
The St. Joe Company April 1999 - November 2005
GATX Logistics May 1997 - April 1999
First Union National Bank July 1995 - May 1997
First Union National Bank September 1994 - July 1995
Skills
Vendor Management, Project Management, Management, Leadership, Process Improvement, Program Management, Risk Management, Business Analysis, Budgets, Strategic Planning, Sales, Team Building, Microsoft Excel, Human Resources, Business Development, Contract Management, Outlook, SharePoint, Business Strategy, Business Process..., Real Estate, Microsoft Office, Visio, MS Project, Oracle Applications, Facilities Management, Asset Management, Logistics, Negotiation, Enterprise Software, Contract Negotiation, Operations Management, Asset Managment, Construction Drawings, Space planning, Tenant Improvement, Procurement, Change Management, Customer Oriented, Strategy, Operational Risk, Operational Excellence, Operational Efficiency, Operational Due..., Operational Streamlining, Operational Risk..., Office Administration, Infrastructure, Facilities Operations, Start-ups
Education
Florida State University 1989 — 1991
Bachelor of Science, Criminology
University of North Florida 2005 — 2005
Masters of Public Administration
Trader Joe March 2014 - Present
On The Go Fitness November 2005 - Present
Weight Watchers March 2001 - November 2013
Matrix Wealth Advisors, Inc. September 2001 - February 2005
First Union National Bank February 2000 - September 2001
Claire Bridge Alterra September 1998 - February 2000
Skills
Nutrition, Fitness, Strength Training, Leadership, Training, Coaching, Public Speaking, Team Building, Administrative..., Nutritional Counseling, Wellness Coaching, Wellness, Management, Health Education, Budgets, Customer Service, Healthcare, Process Scheduler, Marketing, Time Management
Education
Fisher College 1993 — 1995
Associate of Arts (A.A.), Business Administration
Elements Financial Federal Credit Union November 2014 - Present
Eli Lilly Federal Credit Union September 2013 - October 2014
Clackamas Federal Credit Union September 2010 - September 2013
Open Solutions August 2007 - September 2010
Raddon Financial Group August 2002 - September 2010
SunTrust Bank 1999 - 2000
First Union National Bank 1997 - 1999
Ford Motor Credit Company 1995 - 1997
Skills
Corporate Finance, Strategic Marketing, Strategic Planning, ALM, Banking, Credit, Financial Analysis, Risk Management, Business Strategy, Analytics, Mergers, Business Analysis, Financial Modeling, Due Diligence, Business Development, Team Building, Executive Management, Enterprise Risk..., Senior Executive..., Institutional Investing, Investments, Financial Management, Marketing Strategy, Portfolio Management, Finance, Financial Services, Mergers & Acquisitions, Leadership, Forecasting, Loans
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA, Business
Emory University 1993 — 1997
BA, Political Science/French Cultural Studies
Montgomery Bell Academy 1987 — 1993
Diploma
Charlotte-Mecklenburg Schools August 2010 - Present
Charlotte Mecklenburg Schools August 2003 - August 2010
In Serve Corporation February 2000 - October 2002
First Union National Bank July 2000 - January 2001
PwC March 1998 - July 2000
The Dodge Group March 1997 - March 1998
Education
Queens University of Charlotte 2001 — 2005
Master's degree, Elementary Education and Teaching
Elmira College 1990 — 1994
Bachelor of Science (B.S.), International Business, Minor in Japanese Language
VMware April 2011 - Present
iHeadHunt September 2009 - April 2011
TechReps 2007 - June 2009
Builders Recruiting 2005 - 2007
GlaxoSmithKline March 2001 - June 2005
First Union National Bank 1998 - 2000
Rusch, Inc 1997 - 1999
Skills
Apache, Java, Java Enterprise Edition, Spring, Internet Recruiting, Technical Recruiting, Staff Augmentation, Applicant Tracking..., Contract Recruitment, Screening, Screening Resumes, Recruiting, JBoss Application Server, Information Technology, Onboarding, Staffing Services, Temporary Staffing, Talent Acquisition, Interviews, Sourcing, Temporary Placement, Talent Management, Vendor Management, Building Relationships, IT Recruitment, Tomcat, College Recruiting, Professional Services, Training, SDLC, Cold Calling, Human Resources, Executive Search, Permanent Placement, Hiring, Leadership, SaaS, PeopleSoft, Consulting, Enterprise Software, Networking, Account Management, Management, Resource Management, HRIS, Candidate Generation, Corporate Recruiting, Sales, Salesforce.com, CRM
Education
Florida State University 1990 — 1995
BS, Economics
Montana State University-Billings 1991 — 1992
MetLife July 2014 - Present
MetLife August 2011 - August 2014
Prudential Insurance April 2007 - August 2011
Prudential Financial July 2002 - April 2007
Prudential Financial February 2000 - July 2002
Zachary Jackson Financial September 1998 - February 2000
Fleet Bank March 1997 - September 1998
First Union National Bank August 1993 - March 1997
The Gap June 1992 - August 1993
Lord & Taylor February 1990 - June 1992
Skills
Employee Benefits, Dentistry, Long Term Care Insurance, Disability Insurance, Insurance, Training, Claim, Critical Illness, Management, Process Improvement, Life Insurance, Health Insurance, Strategic Planning, Group Insurance, Sales, Leadership, Long-term Care, Risk Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
BA, English
Excelsior College
MBA
Lake Norman Charter School November 2013 - Present
Diocese of Charlotte January 2002 - November 2013
First Union National Bank January 2000 - January 2001
Skills
Marketing Communications, Integrated Marketing, Brand Management, Public Relations, Collaboration, Project Management, Branding & Identity, Budgets, Customer Service, Process Improvement
Education
Eastern Michigan University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Marketing
R. Keith Pearce, CPA October 2000 - Present
PHH Mortgage September 2010 - February 2015
Masters, Smith & Wisby PA October 2007 - April 2009
Robert Half International 2007 - 2007
Southwest Signal Eng Co April 2002 - September 2005
LTSJAX, Inc September 2000 - October 2003
First Union National Bank April 1998 - October 2000
Deloitte & Touche LLP September 1994 - April 1998
Skills
Tax Preparation, Income Tax, Tax, Accounting, Finance, Real Estate, Investment Properties, Financial Analysis, Small Business
Education
Florida State University 1993 — 1994
Masters, Accounting
Florida State University 1991 — 1993
Bachelor of Science, Accounting and Finance
Miller Electric Company April 1999 - Present
Self Employed 1990 - 1999
First Union National Bank January 1989 - July 1990
Florida National Bank January 1987 - January 1988
GE Credit Corp 1986 - 1987
Skills
Fleet Leasing, Fleet Management, Fleet Operations, Supervisory Skills, Purchasing, Inventory Management, Flight Instruction, Training, Management, Administration, Procurement, Flight Training, Process Scheduler, Contract Management
Education
Jacksonville University 1984 — 1986
Master of Business Administration (MBA), Business Administration and Management, General
University of Florida 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Embry-Riddle Aeronautical University 1975 — 1977
Commercial Pilot/Flight Instructor Certification, Flight Technology, Pass
Federal Reserve Board January 1998 - Present
BICSA MIAMI 1995 - 1999
First Union National Bank January 1992 - January 1994
Consolidated Bank 1994 - 1994
Consolidated Bank 1994 - 1994
Consolidated Bank 1994 - 1994
Chase Federal Bank 1991 - 1993
Skills
Capital Markets, Equity Research, Financial Analysis, Derivatives, Credit Risk, Portfolio Management, Banking, Credit, Finance, Financial Risk, Enterprise Risk..., Financial Modeling, Operational Risk, Credit Analysis, Corporate Finance, Loans, Risk Management, Commercial Banking, AML
Education
Florida State University 1987 — 1990
BS, Finance
Florida International University 1990 — 1992
MBA, Finance
IBERIABANK November 2009 - Present
Orion Bank 2005 - 2009
Harbor Federal Savings Bank 2000 - 2005
Republic Security Bank 1995 - 2001
First Union National Bank 1988 - 1995
Skills
Retail Banking, Commercial Banking, Banking, Mortgage Lending, Credit, Consumer Lending, Commercial Lending, Small Business Lending, Loans, Portfolio Management, Credit Analysis, Branch Banking, Deposits, Financial Analysis, Risk Management, Treasury Management
Education
Elon University
BA, History/Economics
Gibbons P.C. April 1997 - Present
First Union National Bank April 1995 - April 1997
First Fidelity Bank April 1995 - April 1997
United Jersey Bank 1987 - April 1995
Skills
Corporate Governance, Mergers and..., Health Care..., Banking and Finance, Licensing, Business Strategy, Mergers & Acquisitions, Loans, Joint Ventures, Commercial Real Estate, Negotiation, Finance, Restructuring, Banking, Corporate Law, Leases, Private Equity, Real Estate, Due Diligence, Commercial Litigation, Commercial Lending, Intellectual Property, Litigation
Education
New York Law School 1992 — 1996
J.D.
Fairleigh Dickinson University 1988 — 1992
B.S.
Independence Blue Cross October 2006 - Present
First Union National Bank January 1986 - May 2000
Skills
Insurance, Underwriting, Health Insurance, Claim, Risk Management, Property & Casualty..., Claims Management, Workers Compensation, Strategic Planning, Non-profits, Commercial Insurance, Reinsurance, Medicare, Brokers, Process Improvement, Employee Benefits, Change Management, Disability Insurance, Nonprofits, Life Insurance
Education
Eastern University 2006 — 2007
MBS, Non Profit Management
JPMorgan Chase & Co. January 2012 - Present
Wells Fargo Bank April 2008 - January 2012
Wachovia Bank July 2005 - July 2008
Wachovia Bank January 2002 - July 2005
First Union National Bank 2000 - 2002
Skills
Leadership Development, Sales Management, Achieving Results, Finance, Financial Services, Banking, Investments, Retail Banking, Loans, Management, Leadership, Cross Selling, Mutual Funds
Education
Florida Southern College 1996 — 2000
BS, Business Administration; Finance concentration
Florida Southern College 1996 — 2000
Bachelor of Science (BS), Finance, General
Robert Half Management Resources March 2009 - Present
CDK Enterprises, Inc August 2006 - Present
Resources Global Professionals December 2007 - September 2008
Robert Half Management Resources January 2007 - December 2007
Merrill Lynch & Co. Inc. October 1996 - August 2006
GAB Business Services, Inc. 1990 - 1992
First Union National Bank 1985 - 1990
Skills
Account Reconciliation, Accounting, Analysis, Auditing, Budgets, Corporate Finance, Executive Management, Finance, Financial Analysis, Financial Reporting, Forecasting, General Ledger, Human Resources, Leadership, Management, Process Improvement, Risk Management, Sarbanes-Oxley Act
Education
Fairleigh Dickinson University 1979 — 1981
MBA, Finance
AutoTrader.com February 2013 - Present
Goizueta Business School at Emory University 2006 - 2010
Cap Gemini Ernst & Young 1995 - 2002
First Union National Bank 1989 - 1994
Skills
Project Management, Management Consulting, Change Management, Cross-functional Team..., Leadership Development, Needs Analysis, Issue Resolution, Business Development, Training
Education
Emory University - Goizueta Business School 1994 — 1995
MBA
Florida State University - College of Business 1985 — 1989
BS, Marketing
BlackBerry December 2008 - Present
Freescale Semiconductor June 2008 - November 2008
Motorola September 2000 - May 2008
First Union National Bank 1997 - 2000
Skills
Integration, Unix, Perl, Linux, ClearCase, Quality Assurance, ClearQuest, Perforce, Operating Systems, Scripting, Release Management, Wireless, Mobile Devices, Windows, GSM, Debugging, Test Automation, Embedded Software, Test Planning, Software Engineering, Testing
Education
Florida International University 1989 — 1994
B.S., Electrical Engineering
Cigna September 2013 - Present
ShoreGroup January 2011 - September 2013
eLoyalty February 2004 - December 2010
United Health Group January 2003 - 2004
Wachovia Bank 2002 - 2003
NTT/Verio 2000 - 2002
First Union National Bank October 1998 - 2000
Skills
Cisco Unified Contact..., Cisco Customer Voice..., Cisco Unified..., Cisco IP-IVR, Cisco Call Manager, Training, IVR, Unified Communications, Cisco Technologies, Contact Centers, IP, Avaya, CTI, Telephony, Call Center, VoIP, ACD, Cisco IOS, ICM, Project Estimation, Aspect ACD, Pre-Sales Technical..., Cost Down, Enterprise Software, System Deployment, Call Centers, Professional Services, Pre-sales, Call Logging, Routing, Telecommunications, SIP, Vendor Management, Managed Services
Education
Florida Atlantic University 1994 — 1998
Computer Information Systems
Dillard High School 1990 — 1994
High Technology Magnet Program
Fleet Advantage September 2014 - Present
Southern Wine & Spirits February 2014 - September 2014
Ryder System June 2007 - October 2013
Ryder System, Inc. June 2004 - June 2007
Ryder System, Inc. August 1999 - June 2004
First Union National Bank June 1995 - August 1999
Skills
Supply Chain, Transportation..., Operations Management, Team Building, Logistics, Transportation, Management, Business Strategy, Process Improvement, Shipping, Warehouse Management, Logistics Management, Business Process..., Trucking, Mergers & Acquisitions, Financial Reporting, Supply Chain Management, Contract Negotiation, Leadership, Supply Chain..., Pricing, 3PL, Risk Management, Forecasting, Negotiation, Business Analysis, Account Management, Income Statement, Team Leadership, Inventory Management, Container, Project Management, Cross-functional Team..., Freight, International Logistics, New Business Development, Continuous Improvement, Warehousing, Strategic Planning, Financial Modeling, Financial Analysis, Strategy, Business Development, Strategic Thinking, Freight Forwarding, Fleet Management, Six Sigma, Strategic Sourcing, P&L Management, Vendor Management
Education
Florida State University 1994 — 1995
Master of Business Administration (MBA), Finance, General
Florida State University 1990 — 1994
Bachelor's degree, Finance, General
PwC January 2009 - Present
Mirji Investments LLC June 2005 - September 2010
Jackson Hewitt January 2008 - April 2008
US Interactive 1999 - 2000
Oracle April 1999 - November 1999
IBS Systems (Integrated Business Solutions), Mumbai November 1997 - June 1998
Vithal Co-operative Bank Ltd., Mumbai June 1996 - February 1997
First Union National Bank 1997 - 1997
Skills
Banking, Accounting, Tax Preparation, Customer Service, QuickBooks, General Ledger, Peachtree, Bank Reconciliation, Accounting Applications, Financial Analysis, Payments, Finance
Education
The City University of New York, School of Profession Studies 2015 — 2016
Advanced Certificate in Immigration Law Studies, Immigration Law
Golden Gate University 2008 — 2009
Masters of Taxation, Tax Law/Taxation
Excelsior College 2003 — 2004
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Core Soft and Oracle Corp. 1999 — 1999
Professional Certification, Accounting/Financials Package
National Institute Of Information Technology, Mumbai 1997 — 1998
Professional Certification, Computers and Information Science
University of Mumbai 1991 — 1994
Bachelor's, Commerce
BB&T February 2015 - Present
BB&T January 2014 - May 2015
Signature Consultants May 2012 - November 2013
Ally Financial Inc. April 2011 - February 2012
Wells Fargo May 2009 - December 2010
Wachovia Bank (a Wells Fargo Company) January 2001 - May 2009
First Union National Bank 1998 - 2001
First Union National Bank 1996 - 1998
First Union National Bank 1990 - 1996
SunTrust Bank 1986 - 1990
Education
Florida Institute of Technology 1980 — 1983
M.B.A., Management
Rollins College 1970 — 1974
B.S., Sociology/Psychology (Minor in Humanities)
Coach U 2012 — 2012
Professional Coaching Certificate, Personal and Business Coaching
Charlotte Mecklenburg Schools August 2003 - Present
InServe Corporation February 2001 - October 2002
First Union National Bank July 2000 - January 2001
PwC March 1998 - June 2000
The Dodge Group March 1997 - March 1998
Skills
Education, Educational Technology, Language Arts, Business Analysis, Business Process..., Strategy, Team Building
Education
Queens University of Charlotte 2002 — 2005
Masters in Teaching
Elmira College 1990 — 1994
BS, International Business
Gibraltar Private Bank & Trust December 2013 - Present
U.S. Florida Realty, Inc. April 2012 - December 2013
Federal Home Loan Bank of New York November 2011 - April 2012
U.S. Century Bank September 2007 - November 2011
Regions Bank September 1999 - September 2007
Union Planters Bank September 1999 - June 2003
U.S. MORTGAGE COMPANY September 1997 - September 1999
Wachovia National Bank September 1995 - September 1997
First Union National Bank August 1992 - September 1995
Southeast National Bank May 1987 - September 1992
Skills
Second language..., Florida Mortgage License, Notary Public, Photography, Mortgage Lending, Budget, Banking, Loans, Retail Banking, Treasury Management, Capital Markets, Cash Management, Financial Institutions, Risk Management, Financial Risk, OFAC, Customer Service, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Office Management, Quality Management, User Acceptance Testing, Budgets, Management, Business Analysis, Training, SWIFT payments, Underwriting, Payments, Accounting, Executive Management, Finance, Loan Origination, Analysis, Internet Banking, Portfolio Management, Financial Analysis, Private Banking, Operational Risk, Operational Risk..., ACH, Cross Selling, Consumer Lending, Credit Cards, Operations Management, Loan Servicing, Financial Services, Branch Banking
Education
Florida International University - College of Business Administration 1983 — 1987
BA, International Management and Computer Science
Miami Dade College 1981 — 1983
AA, Business and Computer Science
South Miami Senior High 1978 — 1981
High School Diploma, Business Managment
Ambassador Services Inc April 2000 - Present
T Rowe Price December 2000 - November 2001
First Union National Bank May 1996 - April 2000
Skills
Public Relations, Marketing, Training, Organization, HVAC, Account Management, New Business Development, Sales Management, Budgets, Customer Service, Team Building, Selling, Negotiation, Small Business, Strategic Planning, Operations Management, Marketing Strategy, Customer Satisfaction, Sales Process, Team Leadership, Sales
Education
Essex Community College 1982 — 1984
AA Interior Design
Bel Air High School 1980 — 1982
Diploma, General Studies
Wells Fargo September 2012 - Present
Wells Fargo Bank June 2010 - September 2012
Wachovia Bank January 1999 - June 2010
First Union National Bank August 1985 - January 1999
Atlantic Bank September 1984 - August 1985
Skills
Banking, Risk Management, Business Analysis, Financial Risk, Team Leadership, Process Improvement, Operations Management, Coaching, Financial Analysis, Budgets, Management, Business Process..., Microsoft Excel, Change Management, Customer Service, Strategic Planning, Microsoft Office, Training, Credit, Leadership, Relationship Management, Team Building, Data Analysis, Cash Management, Vendor Management, Analysis, Forecasting, Finance, Consumer Lending, Commercial Banking, Portfolio Management, Call Centers
Education
Fisk University 1979 — 1983
Bachelor of Business Administration (B.A.), Management and Economics
Jones High School
Verizon Wireless January 2011 - Present
Verizon Wireless September 2003 - January 2011
Alltel August 2002 - September 2003
First Union National Bank April 1996 - August 2002
Skills
B2B, Customer Retention, Sales Process, Account Management, Customer Satisfaction, Solution Selling, Sales Operations, Wireless, Team Leadership, Telecommunications, Customer Experience, Customer Service, CRM, Contract Negotiation, Salesforce.com, Call Centers, Selling, Sales, Direct Sales, Mobile Devices, Cold Calling, Quotas, Cellular Communications, M2M, Managed Services
Education
Eastern Connecticut State University 1988 — 1992
Bachelor of Science, Communications
Bloomfield High School 1985 — 1988
Citizens Property Insurance July 2012 - Present
EverBank 2009 - 2012
Lender Processing Services, Inc. (LPS) 2008 - 2009
Nelnet 2001 - 2008
Nelnet 1999 - 2001
First Union National Bank 1996 - 1999
First Union National Bank 1993 - 1996
Skills
Business Analysis, Requirements Gathering, Quality Assurance, SDLC, MS Project, Crystal Reports, Visio, Data Analysis, SharePoint, Access, User Acceptance Testing, Microsoft SQL Server, MS word, Ms Excel, MS Access, TFS, Salesforce.com, Serena, Toad, PowerPoint, kronos, Kronos WFC, SuccessFactors, OrgPlus, Microsoft Project, Process Improvement
Education
Florida State University - College of Business 1990 — 1992
Bachelor's Degree, Business Management
Florida Community College at Jacksonville 1988 — 1990
Associate's Degree, Business Administration and Management, General
Bank of America Merrill Lynch October 2010 - Present
Citi Private Bank 2000 - 2008
Citibank, FSB 1999 - 2000
Geoffrey M. Swan, CPA 1996 - 1999
First Union National Bank 1996 - 1996
NationsBank 1995 - 1996
NationsBank 1987 - 1995
NationsBank 1984 - 1987
Southeast Bank, N.A. 1980 - 1984
Peat, Marwick, Mitchell & Co. 1978 - 1980
Skills
Portfolio Management, Banking, Due Diligence, Credit, Capital Markets, Wealth Management, Investments, Asset Management, Finance, Loans, Negotiation, Financial Services, Credit Analysis, Commercial Banking, Securities, Mergers & Acquisitions, Private Equity, Treasury Management, Credit Underwriting, Credit Approval, Commercial Lending
Education
Florida State University 1976 — 1978
B.S., Accounting
Fidelity National Financial February 2006 - Present
The River Club of Jacksonville January 2004 - February 2006
Bank of America 1998 - 2002
First Union National Bank 1994 - 1996
Skills
Microsoft Word, Accounts Payable, Microsoft Office, Microsoft Excel, File Management, SharePoint, Outlook, PowerPoint, 10 Key, Data Entry, Meeting Planning, Travel Arrangements, Expenses, Multi Tasking, Payroll, Administrative..., Invoicing, Office Management, Lotus Notes, Access, Administrative..., Office Administration, Accounting, Customer Service
Education
Florida State College at Jacksonville 2009 — 2011
Associate's Degree, Business, Management, Marketing, and Related Support Services
Florida State College of Jacksonville 2009 — 2011
Associate's Degree, Business
Wells Fargo 2008 - Present
Wachovia, a Wells Fargo company 2001 - 2008
First Union National Bank 1997 - 2001
First Citizens Bank 1992 - 1997
Skills
Executive Pay, PeopleSoft, HRIS, Employee Benefits, HR Transformation, HR Consulting, 401k, Management, CRM, Deferred Compensation, Policy, Incentive Programs, Performance Management, Human Resources, Mergers & Acquisitions, Leadership
Education
Florida Atlantic University - College of Business
First Data Corporation March 2005 - Present
Wachovia, A Wells Fargo Company May 2003 - March 2005
Wachovia, A Wells Fargo Company January 1999 - May 2003
First Union National Bank January 1997 - January 1999
First Union National Bank January 1995 - January 1997
First Union National Bank 1991 - 1995
Skills
Electronic Payments
Education
University of Phoenix 2008 — 2012
Currently Attending, Visual Communications
Florida State College at Jacksonville 2005 — 2008
AA, Business
Orange Park High School
Diploma
Wells Fargo April 2013 - Present
Wells Fargo April 2011 - April 2013
Wachovia, A Wells Fargo Company November 2004 - April 2011
Wachovia December 2002 - October 2004
Wachovia May 2002 - December 2002
First Union National Bank June 1998 - March 2002
First Union National Bank December 1995 - May 1998
First Union National Bank September 1991 - December 1995
General Aerospace Materials May 1986 - October 1989
Skills
Vendor Management, Banking, Firewalls, Network Security, DNS, Software Documentation, Visio, Management, Networking, Unix, Project Management, Disaster Recovery, Network Engineering, Infrastructure, Data Center, IT Management, System Deployment, SDLC, Integration
Education
LIU Post 1990 — 1991
MBA, Information Technology
LIU Post 1983 — 1986
Bachelor, Marketing
Farmingdale State College 1981 — 1983
Associate, Data Processing
United Capital Business Lending, Inc. August 2015 - Present
GE Capital May 2011 - July 2015
People's Capital & Leasing Corporation March 2009 - June 2011
GE Capital April 1999 - December 2008
First Union National Bank 1996 - 1999
First Fidelity Bank/Union Trust Co. 1979 - 1993
Skills
Underwriting, Loans, Financial Structuring, Finance, Commercial Finance, Banking, Commercial Lending, Financial Risk, Risk Management, Due Diligence, Credit Risk, Credit Analysis
Education
Fairfield University 1975 — 1979
BS, Finance
Family Foundations of Northeast Florida May 2011 - Present
Jacksonville Sheriff's Office April 2009 - September 2010
Pickett Consulting June 2004 - April 2009
NetBank, Inc. June 2003 - June 2004
Blue Cross Blue Shield of Florida June 1997 - June 2003
Jacksonville Electric Authority September 1994 - June 1997
First Union National Bank June 1991 - September 1994
Florida National Bank June 1989 - June 1991
Florida National Bank June 1983 - June 1989
Florida National Bank August 1982 - June 1983
Education
University of North Florida - College of Business Administration 1989 — 1991
MBA, Business
Florida State University 1979 — 1982
bs, accounting
Terry Parker High School 1974 — 1976
high school diploma
Poway High School 1971 — 1974
high school, none
Landmark Atlantic Management December 2004 - Present
Allied Capital Corp June 1998 - December 2004
First Union National Bank September 1986 - November 2004
First Union National Bank September 1986 - November 1998
Skills
Asset Managment, Real Estate, Commercial Lending, Portfolio Management, Finance, Due Diligence, Commercial Real Estate, Valuation, Commercial Mortgages, Real Estate Transactions, Strategic Planning, Loans, Management, Asset Management
Education
BBA
BBA, Finance
Emory University
Signature Consultants August 2012 - Present
ettain group January 2012 - June 2012
Signature Consultants August 2010 - January 2012
Wachovia 2003 - 2008
First Union National Bank 1996 - 2003
Education
Elon University 1980 — 1984
BA, Human Services, Psychology
VyStar Credit Union August 1998 - Present
First Union National Bank 1994 - 1998
Skills
Team Leadership, Banking, Loans, Investments, Coaching, Customer Service, Call Centers, Consumer Lending, Leadership, Underwriting, Vendor Management, Strategic Planning, Credit, Business Analysis, Change Management, Contract Negotiation
Education
Florida State College at Jacksonville
Business
BBVA Compass 2006 - Present
AmSouth Bank 2003 - 2006
SunTrust Bank 1992 - 2003
First Union National Bank 1987 - 1992
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Credit Analysis, Lines Of Credit, Loans, Credit, Banking, Retail Banking, Consumer Lending, Treasury Management, Portfolio Management, Mortgage Lending, Loan Origination, SBA, Private Banking, Commercial Real Estate, Credit Risk, Underwriting, Asset Based Lending, Commercial Mortgages, Business Development, Tax-exempt bond..., Church Financing, Management, Financial Analysis, Leadership, Risk Management, Financial Services
Education
University of South Florida
B.A., Finance & Investments
Florida Atlantic University
M.B.A., Finance
Accenture Technology Solutions May 2004 - November 2008
Accenture 2004 - 2008
Thoughtmill June 2003 - May 2004
S1 Corporation July 1999 - December 2001
First Union National Bank October 1997 - June 1999
Education
Emory and Henry College 1979 — 1987
Bachelor
Sprint Nextel July 2006 - Present
Wachovia Bank May 2004 - July 2006
Bank of America November 2003 - May 2004
Nextel November 1999 - March 2003
First Union National Bank March 1996 - November 1999
Education
Elite Medical Training 2009 — 2009
C.N.A
Florida State College at Jacksonville 2004 — 2005
Data Entry
JACK PATTERSON & COMPANY March 2014 - December 2014
Banesco USA June 2012 - February 2014
City National Bank September 2011 - June 2012
Regions Financial Corporation April 2005 - August 2011
First Union National Bank April 1999 - April 2005
Skills
Loans, Banking, Small Business Lending, Mortgage Lending, Finance, Commercial Lending, Cash Management, Cross Selling, Credit, Credit Analysis, Commercial Banking, Portfolio Management, Private Banking, Consumer Lending, Investments, Financial Analysis, Customer Service, Lines Of Credit, Treasury Management, Asset Based Lending, Wealth Management, Real Estate, Commercial Mortgages, Loan Origination, Refinance, Credit Risk, SBA, AML, Internet Banking, Real Estate Financing, Wealth Management..., Strategic Financial..., Retail Banking, Branch Banking, Risk Management, Underwriting, Financial Risk, Mortgage Banking, Asset Management, Investment Properties, Small Business, Commercial Real Estate, Relationship Management, Bank Secrecy Act, ACH, Fixed Annuities, Life Insurance, Financial Planning
Education
National Association of Insurance Commissioners 2015 — 2015
Property & Casualty Mini Course
Florida International University - College of Business Administration 2002 — 2008
Bachelors in Business Administration, Management Information Systems
Miami Dade College
Associate of Arts (A.A.), Business Administration and Management, General
Contemporary VA January 2001 - Present
First Union National Bank September 2007 - July 2008
First Union National Bank March 2006 - September 2007
Skills
Social Media, Finance, Entrepreneurship, Data Entry, Financial Analysis, Banking, Accounting, Bookkeeping, Coaching, Small Business, Strategic Planning, Budgets, Customer Service, Research, Financial Services, Business Development, Social Networking, Management, Team Building, Time Management, Business Planning, Marketing, Start-ups
Education
University of Miami - School of Business 2003 — 2006
M.S., Finance
Florida Atlantic University 1998 — 2002
B.S, Accounting
Northfield Savings Bank December 2008 - November 2009
Citifinancial August 2004 - August 2005
T-Mobile November 1998 - March 2004
First Union National Bank April 1997 - November 1998
Blockbuster Music March 1995 - April 1997
Skills
Banking, Customer Service, Risk Management, Credit, Management, Change Management, Loans, Microsoft Office, Project Management, Retail Banking, Microsoft Excel, Business Analysis, Process Improvement, Financial Analysis, Strategic Planning, Team Leadership, Leadership, Operations Management, Team Building, Microsoft Word
Education
Florida Community College at Jacksonville
Elementary Education and Teaching
University of North Florida
Communication and Media Studies
BBVA Compass 2011 - Present
Royal Bank of Scotland 2005 - 2011
Deutsche Bank 2003 - 2005
TD Securities 2001 - 2003
First Union National Bank June 2000 - August 2000
Skills
Banking, Capital Markets, Commercial Banking, Credit, Credit Analysis, Credit Risk, Financial Analysis, Financial Modeling, Investment Banking, Loans, Portfolio Management, Restructuring, Commercial Lending
Education
Emory University - Goizueta Business School 1999 — 2001
MBA
Murray State University 1991 — 1992
MS, Economics
Mississippi State University 1988 — 1991
BBA, Economics
CenterState Banks, Inc. July 2005 - Present
CenterState Bank of Florida, NA November 2001 - July 2006
First Union National Bank January 1977 - November 2001
Skills
Commercial Mortgages, Commercial Lending, Commercial Banking, Credit Analysis, Finance, Loans, Financial Institutions, Mortgage Lending, Credit, Risk Management, Banking, Retail Banking, Asset Based Lending, Consumer Lending, Underwriting, Portfolio Management, Lines Of Credit, Financial Analysis, Small Business Lending, Middle Market, Loan Origination, Credit Risk, Treasury Management, Cash Management, Real Estate, Mortgage Banking, Construction Loans, Financial Structuring, Cross Selling, Deposits
Education
Florida Southern College 1974 — 1976
BS, Economics
Polk State College 1972 — 1974
AA, Business
KJM Associates, LLC. 2006 - Present
Wells Fargo March 1998 - July 2006
First Union National Bank July 1995 - February 1998
First Fidelity Bank June 1991 - June 1995
Skills
Wealth Management, Real Estate, Loans, Budgets
Education
Fairleigh Dickinson University 1968 — 1974
BA, marketing
Florida Community Loan Fund November 2013 - Present
Florida Community Loan Fund January 2005 - November 2013
Florida Community Loan Fund April 2001 - January 2005
First Union National Bank August 1984 - April 2001
Skills
Banking, Customer Service, Microsoft Office, Financial Analysis, Risk Management, Credit, Microsoft Excel, Business Analysis, Loans, Project Management, Change Management, Strategic Planning, Retail Banking, Portfolio Management, Microsoft Word, PowerPoint, Business Strategy, Management, Credit Risk, Commercial Banking, Policy, Nonprofits, Public Speaking, Affordable Housing, Commercial Lending, Economic Development, Real Estate Economics, Community Development, Budgets, Commercial Mortgages,..., Finance, Program Management, Underwriting, Grants, Board Development, Funding, Loan Origination, Credit Analysis, Commercial Mortgages, Financial Structuring, New Markets Tax Credits
Education
University of Florida 1973 — 1976
BA, English Language and Literature, General
Brevard Community College 1972 — 1973
Associate of Arts (A.A.), Journalism
Cocoa beach high school 1970 — 1972
H.S. Diploma
U.S. Department of State August 2014 - Present
U.S. Department of State August 2012 - August 2014
U.S. Department of State September 2010 - August 2012
U.S. Department of State September 2007 - August 2010
U.S. Department of State July 2005 - May 2007
U.S. Department of State March 2003 - March 2005
First Union National Bank 2001 - May 2002
Waffle House 2000 - 2001
Bank of America 1993 - 1999
Skills
Public Relations, Crisis Management, Strategic Planning, International Relations, Diplomacy, Foreign Policy, Policy Analysis, Government, International..., Public Policy, Human Rights, Spanish, Public Speaking, Economics, Policy, Italian, Foreign Affairs, Public Diplomacy, Research, Public Affairs, Social Media, Politics, Political Science, Fundraising, Strategy, Strategic Communications, Political Risk Analysis, Management, Intercultural..., Program Management, NGOs, National Security, Community Development, Rule Of Law, Speech Writing, Economic Development
Education
Georgia State University 1996 — 1999
MBA, International Business
Emory University 1988 — 1992
BA, International Studies
Gastro Health, P.L. October 2011 - Present
MCM - Munilla Construction Management January 2011 - July 2011
Medlink Professional Mgmt January 2010 - December 2010
Wachovia Bank 2000 - 2009
First Union National Bank 1992 - 2000
Skills
Onboarding, Strategic Planning, Leadership Development, Employee Relations, Talent Management, Deferred Compensation, New Hire Orientations, Performance Management, HRIS, Workforce Planning, Employee Engagement, Legal Compliance, Human Resources, ADP Payroll, Employee Benefits, COBRA, Leadership, Process Improvement, Applicant Tracking..., Training, Employee Training
Education
Florida International University
Bachelors Degree, Business Administration
Member - GM SHRM (Greater Miami Society for Human Resource Management)
Member - MGMA (Medical Group Management Association)
Member - SHRM (Society for Human Resource Management)
Member - South Florida MGMA
Summit Financial Corp. November 2014 - Present
Wells Fargo July 2013 - November 2014
Capital One, N.A. October 2009 - November 2012
Bay Federal Credit Union January 2008 - May 2009
TruWest Credit Union July 2006 - January 2008
ARCHER VENTURES LLC September 2003 - June 2006
Compass Bank July 2000 - August 2003
CONTIMORTGAGE December 1997 - July 2000
First Union National Bank October 1991 - December 1997
CORESTATES BANK January 1987 - January 1991
Skills
Process Improvement, Client Relations Skills, Portfolio Management, Team Building, Project Management, Default, Management, Loans, Analysis, Negotiation, Credit, REO, Consumer Lending, Leadership, Banking, Mortgage Lending, Loan Origination, Loan Servicing, Loss Mitigation, Commercial Lending, Bankruptcy, Risk Management, Six Sigma, Loan Modifications, Foreclosures, Lean Six Sigma, Default Management, Portfolio Sales, Vendor Management
Education
Eastern New Mexico University 1982 — 1986
Business Administration
Wells Fargo November 2013 - Present
Wells Fargo Bank N.A & Wells Fargo Advisors October 2011 - November 2013
Wachovia Bank(Wells Fargo Bank) February 2009 - September 2011
First Union National Bank 2004 - 2008
Skills
Consumer Lending, Banking, Credit, Mortgage Lending, Loans, Commercial Banking, Small Business Lending, Commercial Lending, Series 7, Series 63, Credit Analysis, Wealth Management, Mortgage Banking, Loan Origination, Investments, Private Banking, Lines Of Credit, Retail Banking, Uniform Combined State..., Treasury Management, Insurance, Retirement Planning, Cross Selling, Leadership, Finance, Strategic Financial..., investment, Succession Planning, Business Analysis, General Insurance, Licensed Life & Health..., Management, Financial Services, Relationship Management, Analysis, Risk Management, Financial Analysis, Sales, Strategy, Cash Management, Financial Risk, Credit Risk, CRM, Coaching, Credit Cards, Asset Management, Deposits
Education
Florida International University 2009 — 2011
MBA, Major in Finance and Management
Florida International University 2002 — 2006
Business Administration, Business Management
Darla Adair Davis Photography August 2014 - Present
Trying to Live Better & Wiser Every Day 2012 - Present
Trying to Live Better & Wiser Every Day July 2004 - Present
First Union National Bank/Wachovia Bank January 1999 - July 2004
First Union National Bank February 1996 - December 1998
Cybertek January 1991 - January 1996
Fidelity Union Life Insurance Company December 1981 - June 1990
Texas Municipal Power Agency June 1979 - December 1981
Skills
Mindfulness, Workshop Facilitation, Meditation, Coaching, Leadership Development, Public Speaking, Conflict Resolution, Holistic Health, Change Management, Organizational..., Team Building, Leadership, Strategic Planning, Event Planning, Nonprofits, Team Leadership, Nonviolent Communication, Project Management, Management, Non-profits, Compassion, Digital Photography
Education
East Tennessee State University 1974 — 1978
BS, Art, Special Education
University of Tennessee-Knoxville 1969 — 1970
Lender Processing Services, Inc. (LPS) March 2011 - Present
Barclays Capital Real Estate August 1998 - September 2010
HomEq Servicing 1998 - 2010
HomEq Servicing 2005 - 2008
HomEq Servicing January 1999 - January 2002
First Union National Bank January 1998 - January 1999
MoneyNet Mortgage January 1996 - January 1998
Education
2004 - 2011Strayer University
Masters, Business Administration; Project Management
Fayetteville State University
Bachelors of Business Administration, Banking and Finance
Terrabank N.A. June 2015 - Present
Executive National Bank May 2014 - June 2015
Wells Fargo Bank 2008 - 2012
Wachovia Bank 1998 - 2008
First Union National Bank 1992 - 1998
Skills
Banking, Credit, Loans, Mortgage Lending, Real Estate, Consumer Lending, Lines Of Credit, AML, Retail Banking, Financial Services, Loan Origination, Commercial Lending, Leadership, Call Centers, Credit Analysis, Commercial Banking, Customer Satisfaction, Cross Selling, Mortgage Banking, Small Business Lending, Credit Cards, Underwriting, Operational Risk..., Cash Management, Treasury Management, KYC, Risk Management
Education
Florida International University 2012 — 2013
AMLCA-FIBA
Florida International University 1992 — 1996
BS, Criminal Justice
Hudson Commmunity Enterprises July 2015 - Present
United States Postal Service December 2006 - September 2011
United States Postal Service September 1995 - September 2011
United States Postal Service March 2002 - December 2006
United States Postal Service September 1995 - February 2002
First Union National Bank January 1996 - July 1998
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, Windows, Public Speaking, English, Retail, Customer Satisfaction, Training, Data Entry, Leadership, Social Media, Team Building, Nonprofits, Leadership Development, Budgets, Sales, Social Networking, Event Management
Education
Florida Agricultural and Mechanical University 1984 — 1988
Bachelor's degree, Criminal Justice and Corrections, B
Regions Bank April 1999 - Present
Regions Bank April 1999 - November 2007
Guaranty Bank, Charlottesville VA October 1989 - December 1997
First Union National Bank May 1982 - October 1989
Education
Emmanuel College 1972 — 1974
Associate of Arts (A.A.), General Studies
Emmanuel College
Associate of Arts (A.A.), General Studies
Wells Fargo Bank January 2002 - Present
Wachovia, A Wells Fargo Company January 1998 - January 2002
First Union National Bank June 1996 - January 1998
Education
East Tennessee State University 1991 — 1996
BS, Computer Science
Western Inventory December 2003 - January 2004
Petro Express January 2001 - June 2002
First Union National Bank January 2000 - November 2000
Advance Imaging Systems July 1999 - December 1999
Best Buy June 1998 - April 1999
Super 10 January 1998 - July 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Word Processing, PowerPoint, Internet, 70 wpm
Education
ITT Technical Institute- Charlotte 2011 — 2014
ECPI College of Technology 2010 — 2011
Blackston Music February 2012 - Present
Pinnacle Bank April 2002 - October 2010
Wells Fargo October 2005 - May 2008
The Palmetto Bank August 2000 - July 2001
First Union National Bank October 1999 - August 2000
Education
Emmanuel College
Bachelor of Arts (B.A.), Music
NHS Human Services 2007 - 2010
NKB Consulting 1998 - 2007
First Union National Bank 1995 - 1998
CoreStates Bank, N.A. 1993 - 1995
Philadelphia International Bank 1989 - 1993
Philadelphia National Bank 1985 - 1989
Philadelphia National Bank 1980 - 1985
Skills
Employee Relations, Organizational..., Leadership Development, Human Resources, Training, HRIS, Performance Management, Culture Change, HR Consulting, Employment Law, Talent Management, Succession Planning, Career Development, Change Management, Payroll, Labor Relations, Team Building, Executive Coaching, Deferred Compensation, Management, Recruiting, Employee Engagement, Personnel Management, Employee Benefits
Education
East Tennessee State University
M.A.T., Education
East Tennessee State University
Bachelor of Science (B.S.)
Retired and enjoying life January 2009 - Present
MortgageIT October 2005 - October 2007
ADT Security Services April 2001 - March 2005
First Union National Bank January 1962 - June 1994
Education
Robert E. Lee High School 1958 — 1961
Florida Community College at Jacksonville
No Degree
Self-employed August 2001 - Present
R J Thayer Consulting LLC August 2001 - Present
First Union National Bank January 1990 - August 1996
Southeast Bank, NA 1988 - 1990
Skills
PowerPoint, Accounts Payable, Budgets, Bookkeeping, Accounts Receivable, Account Reconciliation, General Ledger, Income Tax, Payroll, Customer Service, IFRS, Corporate Tax, Sarbanes-Oxley Act, Asset Based Lending, Commercial Banking, Banking, Commercial Lending, Accounting, Portfolio Management
Education
Florida Atlantic University 1969 — 1973
Bachelor of Business Administration (B.B.A.), Accounting
Burlington Coat Factory October 2011 - Present
Carolinas Healthcare System March 2003 - December 2010
First Union National Bank September 2000 - October 2002
Skills
Excellent Communication..., Strong Orginizational..., Conflict Resolution, Cash Management, Multi-line Phone, Creative problem solver
Education
Elizabeth City State University
Bachelor of Science (B.S.), Accounting
Elizabeth City State University
Bachelor of Business Administration (B.B.A.), Management
United Bankshares, Inc November 2012 - Present
Union First Market Bank March 2010 - December 2012
PNC May 2007 - April 2010
First Union National Bank May 1985 - September 2003
First Union National Bank 1990 - 1995
Skills
Commercial Lending, Portfolio Management, Credit Analysis, Wealth Management, Commercial Banking, Fixed Income, Equities, Risk Management, Financial Analysis, Mutual Funds
Education
Fairmont State University
Business Administration and Management, General
BB&T June 2006 - July 2013
BB&T June 2004 - June 2006
BB&T January 2004 - June 2004
Republic Bank October 2001 - June 2004
Republic Bank April 1998 - October 2001
Republic Bank November 1997 - April 1998
First Union National Bank June 1994 - 1997
Skills
Customer Service..., Auditing, Customer Experience, Training Delivery, Training Development, Instructional Design, Technical Writing, Policy Writing, Policy Analysis, Process Improvement, Project Management, Risk Analysis, Risk Management, Problem Resolution, Abstract Reasoning, Communication Skills, Consultative Services, Internal Controls, Regulatory Requirements, Coaching, Employee Training, Retail Banking, Operations Management, Training, Training
Education
Florida State University 1994 — 1996
BearingPoint September 2000 - September 2001
Bank of America November 1999 - August 2000
KPMG Consulting June 1998 - October 1999
KPMG July 1997 - May 1998
KPMG April 1996 - June 1997
First Union National Bank March 1995 - March 1996
First Union National Bank May 1994 - February 1995
First Union National Bank September 1993 - April 1994
Crédit Commercial de France January 1992 - June 1992
Skills
Management Consulting, Business Analysis, Business Process..., Strategy, Change Management, Process Improvement, Project Management, Business Strategy, Program Management, Risk Management, Financial Software..., Software Implementation..., Capital Markets..., Foreign Exchange...
Education
Washington and Lee University 1989 — 1993
Bachelor of Arts (B.A.), French
ESCP Europe 1991 — 1992
Internship in European Business Program
IBERIABANK August 2012 - Present
Florida Gulf Bank December 2000 - August 2012
First Union National Bank January 1994 - December 2000
Skills
Banking, Financial Services, Team Management, Community Development, Non-profit Board...
Education
University of Central Florida 1990 — 1993
Bachelor of Arts (B.A.), Fine and Studio Arts
Florida Southern College