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
Citi September 2014 - Present
Citi June 2014 - Present
Citi May 2013 - Present
Wells Fargo June 2011 - May 2013
Bank of America April 2007 - June 2011
JPMorgan Chase August 2005 - April 2007
Wachovia Bank January 2003 - August 2005
SDD Corner Store Deli January 2001 - December 2003
First Union National Bank August 2002 - December 2002
DHL October 1985 - December 2000
Skills
Leadership, Team Building, Coaching, Sales Management, Customer Retention, Customer Service, Customer Satisfaction, Performance Management, Account Management, Recruiting, Teamwork, Public Speaking, Business Development, Management, Team Leadership, Banking, CRM, Business Planning, Relationship Management, Financial Services, Credit
Education
Helwan University Cairo 1979 — 1983
Bachelor's degree, Major Accounting Minor Computer Science, Passed and completed 4 years of college education.
Lutheran World Relief January 2008 - Present
Bariatric Foodie 2012 - 2014
Bariatric Foodie 2012 - 2014
Lutheran Immigration and Refugee Service 1999 - 2008
First Union National Bank September 1998 - November 1999
Skills
Fundraising, Non-profits, Copy Editing, Publishing, Community Outreach, Volunteer Management, Public Relations, Media Relations, Public Speaking, Grants, Community Development, Proposal Writing, Research, Marketing Communications, Feature Articles, Newsletter Production, Blogging, Nonprofits, Editing
Education
University of Maryland Baltimore County 1995 — 2006
Bachelor of Arts, English
Frostburg State University 1994 — 1995
Rob McKown, MAI April 2014 - Present
Worsley Real Estate Co. December 2010 - April 2014
Pedro Bay Corporation May 2009 - April 2010
Terra Firma Capital, CPMX, LLC, Rob McKown Realty October 1992 - May 2009
Carolina Financial Group August 1996 - December 2001
First Union National Bank January 1988 - October 1992
Skills
Commercial Banking, Corporate Finance, Real Estate, Investments, Investment Banking, Brokerage, Venture Capital, Real Estate Development, Loans, Commercial Real Estate, Sellers, Start-ups, Leadership, Banking, Public Speaking, Investment Properties, Strategic Planning, Management, Negotiation
Education
Harvard Business School 1980 — 1982
MBA
University of Florida 1972 — 1975
B.S., Finance
Ameris Bank August 2012 - Present
FirstAtlantic Bank April 2008 - June 2012
Compass Bank 1998 - 2008
Barnett Bank of Jacksonville 1993 - 1998
First Union National Bank 1983 - 1991
Skills
Leadership, CRM, Commercial Lending, Investment Banking, Small Business Lending, Banking, Loans, Commercial Banking, Credit
Education
Slippery Rock University of Pennsylvania 1981 — 1982
Bachelor of Arts, Journalism & Communications
Florida State University 1978 — 1980
Terry Parker High School 1975 — 1978
US BANK, N.A January 2004 - Present
WACHOVIA BANK: MUTUAL FUND CUSTODY January 1997 - January 2004
FIRST UNION NATIONAL BANK January 1995 - January 1997
CORESTATES BANK January 1992 - January 1995
Skills
Relationship Management, Account Management, Sales, Compliance, Reconcilement, Legal Documents, Communication Skills, Financial Analysis, Financial Risk, Financial Services, Banking, Securities, Securities Regulation, Securities Lending, Custodial Services, Global Custody, Settlement Services, Corporate Trust, mutual fund custody, Mutual Funds, Trust Operations, Trust Services, Trustee Investments, Business Development, Customer Conversion, System Conversion, Wealth Management..., Small Business Lending, CRM, Risk Management, Investments
Education
Gwynedd-Mercy College 2004 — 2007
Bachelor of Science, Business Administration – Organizational Management
Carolina Cargo Inc 2005 - Present
Wachovia Securities Financial Network 2002 - 2005
First Union National Bank 1998 - 2002
Duke Energy Corporation 1981 - 1998
Skills
Transportation, Freight, Shipping, Container, Logistics, Transportation..., Trucking, Freight Forwarding, Ocean, Logistics Management, LTL, Ports, Truckload, 3PL
Education
Wren High School 1977 — 1981
Greenville Technical College
Alpharetta Chamber of Commerce November 2013 - Present
Wells Fargo June 2013 - Present
Georgia REsource Capital May 2010 - Present
Fidelity Bank May 2012 - May 2013
Main Street Resources, Inc. March 2005 - May 2012
City of Alpharetta October 2007 - January 2012
Renasant Bank June 2005 - February 2011
Bank of North Georgia February 2002 - July 2005
First Union National Bank 1996 - 2001
Skills
Working Capital..., Commercial Lending, Loans, Portfolio Management, Banking, Commercial Mortgages, Commercial Banking, Real Estate, Management, Private Banking, Lines Of Credit, Loan Origination, Executive Management, Asset Based Lending, Cash Flow, Underwriting, Leadership, Mergers & Acquisitions, Small Business Lending, Credit, Finance, Risk Management, Investments, Treasury Management, Retail Banking, Credit Analysis, Commercial Real Estate, Financial Analysis, Accounts Receivable, Consumer Lending, Cash Management, Credit Risk, Mortgage Lending, Mortgage Banking, Wealth Management, Real Estate Financing, Refinance
Education
Georgia State University
B.B.A, Finance
Deutsche Bank August 2002 - September 2013
Deutsche Bank National Trust Company August 2002 - March 2011
Wachovia, A Wells Fargo Company May 1998 - August 2002
First Union National Bank May 1997 - August 1998
Southeast Corporate Federal Credit Uion July 1992 - May 1997
Florida State University December 1990 - July 1992
Skills
Banking, Risk Management, Financial Analysis, Financial Modeling, Budget Process, Disaster Recovery, Strategic Planning, Project Management, Corporate Trust, Forecasting, Internal Audit, Compliance, Six Sigma, Business Strategy, Benefit Cost Analysis, Process Improvement, Financial Services, Corporate Finance, Management, Leadership, Finance, Securities
Education
Nova Southeastern University 1994 — 1996
Masters, Business Administration
Florida State University - College of Business 1986 — 1990
Bachelors of Science, Finance
Masonic Villages of PA May 2013 - Present
Creative Memories Independent Advisor February 2006 - Present
Heritage Makers Independant Consultant June 2014 - Present
Heberlig Consulting July 2001 - Present
SGS Architects & Engineers, Inc. December 1999 - October 2001
First Union National Bank October 1998 - February 2000
CoreStates Bank August 1996 - October 1998
Meridian bank, December 1988 - August 1996
Commonwealth National Bank January 1988 - December 1988
Skills
Craft, Photography, Instruction on Memory..., Microsoft Office, Customer Service, Cosmetology, Social Media, Drawing, Oil Painting
Education
Harrisburg Area Community College 2015 — 2015
Nursing Assistant
HACC, Central Pennsylvania's Community College 1998 — 2000
Associate of Arts (A.A.), Architectural Technology/Technician
Reired-from Geico February 2013 - Present
Geico October 1998 - February 2013
First Union National Bank June 1978 - September 1996
Skills
Commercial Lending, 2nd..., Managed Teller Line and..., Helped customers with..., Did annual review for..., Called on Commercial..., Offered Commerical..., Discussed our Trust..., Loans, Underwriting, Analysis, Auditing, Commercial Lending, Accounting
Education
George Mason University 1973 — 1980
Associate’s Degree, Business Administration and Management, General, A
George Mason University 1972 — 1974
2 years, Business/Managerial Economics, A
JPMorgan Chase March 2014 - Present
SunTrust Bank October 2012 - March 2014
First Citizens Bank and Trust Company, Inc. September 2005 - April 2012
ASIS International January 2009 - January 2012
Metrotech 2002 - 2012
Wachovia, A Wells Fargo Company 2003 - 2005
Wachovia January 2000 - January 2003
First Union National Bank 1995 - 1997
Coral Gables Federal Savings and Loan November 1984 - July 1995
Skills
Investigations, Physical Security, Loss Prevention, Fraud, Risk, Crisis Management, Fraud Investigations, Risk Assessment, Business Continuity, Security, Compliance, Risk Management, Security Management, Microsoft Office, Word, Excel, Risk Mitigation, PowerPoint, Budgeting, Access Control, Banking, Problem Solving, Corporate Security, Policy, Private Investigations, Microsoft Word, Norkom, Security Training, Asset Protection, Internal Investigations, Investigation, Operational Risk..., CCTV, Risk Analysis, AML, Bank Secrecy Act, Workplace Violence, Operational Risk, Fraud Detection, Outlook, Interrogation, Certified Fraud Examiner, Analysis
Education
Georgia State University
Business, Accounting, General Studies and law
Kennedy & Western University
General Studies/BA
American Bankers Association
Banking Regulations
Control Data Institution 1976 — 1977
Diploma, Software programming
Capital One August 2014 - June 2015
Capital One September 2010 - August 2014
Capital One January 2006 - August 2010
Wachovia Bank 2004 - January 2006
First Union Morgage 2003 - 2004
First Union Mortgage Corp January 2001 - January 2003
First Union National Bank 2001 - 2003
First Union Mortgage Corporation January 1999 - January 2001
Skills
Underwriting, Auditing, Banking, Credit, Fraud, Loans, Management, Mortgage Banking, Mortgage Lending, Process Improvement, Quality Assurance, Residential Mortgages, Sales, Training
Education
Georgetown University 2009 — 2010
MA, Real Estate
North Carolina Wesleyan College 1994 — 1999
BS, Business Administration
BOK Financial June 2013 - Present
BOK Financial June 2004 - June 2013
RemX Financial April 2002 - May 2004
Accounting Solutions 1996 - 2002
First Union National Bank June 1986 - August 1996
Skills
Talent Acquisition, Recruiting, Talent Management, Banking, Sourcing, Executive Search, Employee Relations, Succession Planning, Human Resources, Financial Services, Performance Management, Applicant Tracking..., Internet Recruiting, Vendor Management, Strategic Planning, Boolean Searching, Talent Mining, Financial Recruiting, Full-life Cycle..., High-volume Recruiting, Talent Pipelining, Strategic Recruitment..., Passive Candidate..., Client/Hiring Manager..., Corporate Recruiting, iCIMS, HireDesk, Behavioral Interviewing, Retained Search, Workforce Planning, Staffing Metrics, Leadership, Employee Engagement, New Hire Orientations, Onboarding, Management, Mergers & Acquisitions, PeopleSoft, College Recruiting, Business Development, Employee Benefits
Education
Georgia State University 1987 — 1991
BBA, Finance
Institute of Education Sciences February 2008 - Present
KGS (Kforce Government Solutions) May 2006 - Present
Apex Internet Systems April 2001 - December 2005
Symmetron, Inc. January 2000 - April 2001
User Friendly Web Design February 1998 - January 2000
First Union National Bank June 1997 - June 1998
Skills
Web Development, CSS, Microsoft SQL Server, HTML, SharePoint, Program Management, Dreamweaver, Government, User Interface Design, Project Management, Web Design, SQL, MySQL, JavaScript, Apache, Requirements Analysis, XML, Visio, IIS, Network Security, Integration, Management, Security
Education
George Mason University
SunTrust Bank September 2013 - Present
City National Bank April 2011 - August 2013
Wells Fargo/Wachovia Bank October 2001 - February 2011
Bank of America November 1999 - October 2001
First Union National Bank August 1984 - November 1999
Skills
Loans, Commercial Lending, Commercial Mortgages, Underwriting, Credit, Real Estate, Commercial Banking, Credit Analysis, Finance, Portfolio Management, Banking, Credit Risk, Commercial Real Estate, Mortgage Lending, Financial Risk, Loan Origination, Risk Management, Small Business Lending, Consumer Lending, Lines Of Credit, Treasury Management, Asset Based Lending, Investments, Asset Management, Real Estate Economics, Financial Structuring, Cash Management, Insurance, Mortgage Banking, Executive Management, Refinance, Disposition, Private Banking
Education
Florida State University 1980 — 1984
BS, Finance & Real Estate
Ransom Everglades 1974 — 1980
Tenant Union Representative Network July 2005 - Present
Tenants Action Group February 1998 - June 2005
First Union National Bank August 1993 - October 1995
Skills
Business Analysis, Strategic Financial..., Corporate Communications, Problem Solving, Program Development, Proposal Writing, Strategic Planning, Microsoft Office, Microsoft Excel, Business Development, Financial Analysis, Business Strategy, Community Outreach, Environmental Awareness, Office Management, Public Speaking, Public Relations, Government, Policy Analysis, Motivational..., Public Health, Grassroots Organizing, Healthcare, Grants, Research, Capacity Building, Grant Writing, Nonprofits, Social Media, Policy, Fundraising, Project Planning, Public Policy, Volunteer Management, Community Organizing, Budgets, Program Management, Community Development, Workshop Facilitation, Administration, Social Services, Non-profit..., Community Engagement, Case Managment, Economic Development, Philanthropy, Event Planning, Event Management, Leadership Development, Board Development
Education
Gwynedd Mercy University 2015 — 2016
Master of Business Administration (MBA), Non-Profit/Public/Organizational Management
Gwynedd-Mercy College 2015 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, General
TIAA-CREF December 2014 - Present
Empowered Benefits March 2013 - September 2014
Aon Hewitt September 2011 - March 2013
Wells Fargo January 2009 - November 2010
Wachovia November 2005 - December 2008
First Union/Wachovia December 2001 - October 2005
First Union December 2000 - December 2001
First Union National Bank February 1999 - December 2000
First Union National Bank March 1998 - January 1999
First Union National Bank October 1995 - March 1998
Skills
Change Management, Project Management, Program Management, Personnel Management, Process Improvement, Performance Management, Business Analysis, Project Portfolio..., Team Building, Collaborative Leadership, Acquisition Integration, Leadership, PMO, MS Project, Strategy, Executive Coaching, Management, Succession Planning, Employee Engagement, Organizational..., Business Process..., Strategic Planning
Education
Georgia Institute of Technology 1980 — 1984
BSIM, Industrial Management
Controls Southeast, Inc March 1990 - March 2014
First Union National Bank June 1986 - October 1989
Education
Furman University 1982 — 1986
BA, Business Administration
The Carlyle Group May 2011 - Present
Morgan Stanley Investment Management December 2009 - July 2011
Morgan Stanley 2007 - 2009
Torrey Associates 2003 - 2006
Wachovia National Bank 2001 - 2004
First Union National Bank 1997 - 2000
Skills
Alternative Investments, Hedge Funds, Investment Strategies, Asset Allocation, Investments, Private Equity, Capital Markets, Asset Management, Wealth Management, Equities, Securities, Real Estate Private..., Investment Banking, Fixed Income, Mutual Funds, Investment Management, Fund Of Funds, Series 7, Portfolio Management, Derivatives, Bonds
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2000
MBA
Gannon University 1990 — 1994
Bachelor of Science
New Life Church December 2006 - Present
Daughters of the King July 2004 - Present
Online Resources September 2006 - January 2012
Online Resources July 1999 - September 2006
Online Resources January 1998 - July 1999
Online Resources August 1996 - January 1998
First Union National Bank January 1994 - July 1996
Skills
MISROSOFT Outlook, Excel, Word, PowerPoint, Quickbooks, Quicken, CRM software, Oracle Applications, Cash Management, Sales Management
Education
George Mason University 1988 — 1992
Bachelor of Arts, Communications
CERTIFIED PUBLIC ACCOUNTANT 1998 - Present
CLEMSON UNIVERSITY 2014 - Present
Anmed Health Center - Cannon Memorial September 1999 - April 2013
Haynsworth Sinkler Boyd, P.A. November 1998 - September 1999
Elbert Memorial Hospital January 1995 - November 1998
First Union National Bank May 1984 - August 1989
Skills
Accounting, Tax, Income Tax, Financial Reporting, Auditing, CPA, Internal Controls, Financial Accounting, GAAP, General Ledger, Finance, Fixed Assets, Accounts Payable, Payroll, Accounts Receivable, Financial Statements
Education
University of Central Florida 1990 — 1992
BSBA
Furman University 1987 — 1989
TD Equipment Finance 2013 - Present
Nations Equipment Finance LLC 2012 - 2013
National Capital Leasing 2011 - 2012
Wells Fargo Equipment Finance 2009 - 2010
Wachovia Equipment Finance 2007 - 2008
Wachovia Equipment Finance 2002 - 2007
First Union National Bank/Wachovia Bank, N.A. 2000 - 2002
First Union National Bank 1993 - 2000
SunBank 1981 - 1983
Skills
Underwriting, Credit, Portfolio Management, Commercial Banking, Corporate Finance, Finance, Relationship Management, Leadership, Treasury Management, Business Development, Negotiation, Commercial Lending, Credit Analysis, Problem Solving, Loans, Financial Services, Financial Analysis
Education
Florida State University - College of Business
BS, Finance and Marketing
Monsignor Edward Pace High School
University of Miami - School of Business
MASTERS, BUSINESS ADMINISTRATION
SGS International January 2013 - Present
Kelly Services September 2012 - January 2013
Georgia Highlands College January 2010 - August 2012
Law Office of Kenneth R. Luther January 2007 - November 2008
Morris Hardwick Schneider May 1995 - January 2007
NCNB Bank 1989 - 1991
First Union National Bank 1977 - 1989
Skills
Microsoft Word, PowerPoint, Data Entry, Accounts Receivable, Customer Service, Microsoft Office, Outlook, Bookkeeping, File Management, Public Speaking, Spreadsheets, Accounts Payable, Teamwork, Event Planning, Microsoft Excel, Certified Nursing Aide..., Lotus Notes
Education
Georgia Highlands College 2011 — 2012
Associate of Science (AS), General Studies, 3.3
Chattahoochee Technical College 2009 — 2011
Healthcare Science, Health Science
Wells Fargo January 2011 - Present
Wells Fargo Advisors, LLC August 2008 - December 2010
Wells Fargo Advisors July 2007 - August 2008
First Clearing Correspondent Services/Wachovia 2004 - 2007
First Union National Bank February 2000 - June 2004
BANK OF AMERICA June 1999 - January 2000
First Union National Bank September 1997 - May 1999
MELTON’S APP & TAP August 1996 - August 1997
Brinker International September 1995 - August 1996
Outback Steakhouse February 1993 - August 1995
Skills
Series 7, Training, Banking, Securities, Financial Services, Sales, Mutual Funds, Investments, Portfolio Management, Budgets, Marketing
Education
Hampden-Sydney College 1985 — 1989
BA, Managerial Economics
Cox Communications, Inc. October 2012 - Present
Chamberlin Edmonds 2004 - 2011
Cox Communications - Business Services Division 1999 - 2001
First Union National Bank 1997 - 1999
First Union National Bank 1994 - 1997
Proudfoot/Crosby 1990 - 1994
RJR Nabisco 1987 - 1990
Skills
Strategic Planning, Recruiting, Employee Relations, Team Building, Performance Management, Finance, Personnel Management, Employee Benefits, Leadership, Process Improvement, Talent Acquisition, Human Resources, Management, Benchmarking, Sales, Healthcare, Policy, Coaching, Organizational..., Strategy, Organizational Design, Cross-functional Team..., Deferred Compensation, Talent Management, Training, Onboarding, Time Management
Education
Georgia State University 1978 — 1980
Bachelor of Science (Honors Graduate), Business Administration
Pull-A-Part August 2014 - Present
GreenSky Trade Credit February 2013 - March 2014
Convergent Outsourcing, Inc. February 2012 - August 2012
CompuCredit 2001 - April 2011
First Union National Bank 1992 - 2001
Skills
Call Center, Compliance, Customer Service, Risk Management, Vendor Management
Education
Gardner-Webb University
Bachelor of Science, Business Administration
Wilkes Community College
Associate Art Degree, Business
Cox Communications June 2011 - Present
Verizon Business April 2007 - August 2009
Verizon Business formerly MCI January 2003 - April 2007
MCI November 2001 - January 2003
MCI March 1999 - November 2001
MCI September 1998 - March 1999
MCI June 1997 - September 1998
First Union National Bank January 1995 - May 1997
BANK SOUTH January 1993 - January 1995
Skills
Performance Management, Salary, Process Management, Compensation, Sales Operations, Sales Support, Business Analysis, Budgeting, Telecommunications, Budgets, Deferred Compensation, Team Building, Process Improvement, Cross-functional Team..., Program Management, Leadership, Sales Management, Sales, Management, Vendor Management, Solution Selling, Professional Services, Human Resources, Training
Education
Georgia State University - J. Mack Robinson College of Business 1994 — 1996
MBA, International Business
Florida State University - College of Business 1988 — 1992
BS, Finance
MasterCard March 2015 - Present
Vantiv November 2010 - February 2015
TSYS Loyalty January 2010 - November 2010
Marsh USA 2007 - 2010
JBTM Associates LLC March 2006 - November 2007
GE Money September 2001 - March 2006
GE Money September 1998 - September 2001
Performance Systems Group July 1997 - September 1998
First Union National Bank 1995 - 1997
Western Union Financial Services 1991 - 1995
Skills
Business Development, Leadership, Management, B2B, New Business Development, E-commerce, Strategy, Marketing, Start-ups, Key Account Management, Analytics, Debit Cards, Underwriting, Strategic Planning, Program Management, Customer Satisfaction, Forecasting, Market Analysis, Marketing Strategy, Financial Services, Sales, Credit Cards, Relationship Management, P, Product Development, Salesforce.com, Strategic Partnerships
Education
Villanova University 2007 — 2007
Lean Six Sigma
Gonzaga University 1976 — 1980
Bachelor's Degree
AAA Auto Club South August 2009 - Present
Wachovia 1998 - 2008
First Union National Bank 1995 - 1998
Education
Henry Ford Community College
Some College, Business and Business Admin
Wyndham Vacation Ownership January 2015 - Present
ID Life 2014 - 2015
ID Life 2014 - 2015
Wyndham Vacation Ownership October 2011 - December 2014
YMCA of Central Florida January 2008 - October 2011
YMCA of Central Florida September 2005 - January 2008
Bank of New York August 2003 - September 2005
First Union National Bank December 2001 - April 2003
Skills
Business Process, Program Management, CRM, Requirements Analysis, Requirements Gathering, Analysis, Training, Oracle, Management, Microsoft Office, Business Analysis, Data Analysis, Leadership, Oracle E-Business Suite, Testing, Data Migration, Team Leadership, Team Building, SQL, Microsoft Excel, Microsoft Word, TradeStation, Foreign Exchange, FX trading, Proprietary Trading, Martial Arts, Motivation
Education
Grand Valley State University
Movement Science and Kinesiology, BS, Movement Science
Daytona International Speedway February 1999 - Present
St. Augustine Alligator and Zoological Park May 1995 - Present
Daytona Regional Chamber of Commerce January 2000 - January 2001
First Union National Bank January 1994 - December 2000
First Union National Bank January 1989 - December 1994
Florida National Bank January 1983 - August 1987
Peoples Bank of St. Augustine January 1980 - November 1983
United States Marine Corps-American Spirit Honor Medal Recipient September 1956 - September 1958
Education
Florida State University - College of Business
BS, School of Business
Bank of North Georgia July 2001 - Present
First Union National Bank 1999 - 2001
First Sierra Financial, Inc./Omega Financial Services, Atlanta, GA 1995 - 1999
Georgia Business Associates 1990 - 1995
Fillman and Associates 1986 - 1990
National Bank of Georgia 1984 - 1986
Skills
Small Business Lending, Credit Analysis, Commercial Banking, Commercial Lending
Education
Georgia State University
MBA, Finance
The Citadel
BA, Political Science
McQuain Consulting March 2011 - Present
Global Axcess Corp October 2006 - February 2011
Global Axcess July 2002 - September 2006
HTE October 2001 - February 2002
Ntercept Communications 2001 - 2001
Speakout.com 1998 - 2001
First Union National Bank 1998 - 1998
QuestPoint 1996 - 1998
QuestPoint 1995 - 1996
NRC 1992 - 1995
Skills
P&L Management, Mergers, Strategic Planning, Product Management, BPO, Six Sigma, Sales Management, Negotiation, Customer Relations, Change Management, Multi-Site Operations, Performance Monitoring, Executive Management, Acquisition Integration, Business Transformation, Start-ups, Operations Management, Strategy Development, Cross-functional Team..., Process Improvement, Business Process..., Performance Improvement, Strategic Leadership, Cost Reduction, Re-engineering, Outsourcing, Strategic Partnerships, Operational Excellence, Due Diligence
Education
George Mason University
MBA, General Management and Finance
George Mason University
B.S., Business Administration--Accounting
Regions Business Capital August 2014 - Present
Atlantic Capital Bank April 2007 - August 2014
Bank of America Business Capital 1992 - 2007
First Union National Bank 1991 - 1992
Citicorp 1986 - 1990
Maryland National Bank 1983 - 1985
Skills
Banking, Financial Analysis, Corporate Finance, Risk Management, Mergers & Acquisitions, Commercial Lending, Commercial Banking, Credit Analysis, Accounting, Finance, Credit, Loans, Asset Management, Private Equity, Process Improvement, Private Banking, Strategic Planning, Lines Of Credit, Portfolio Management, Small Business Lending, Investment Banking, Asset Based Lending, Financial Reporting
Education
Georgia State University 1978 — 1982
BBA, MBA, Finance
3rd Park Properties 1993 - Present
Kilburn Young Asset Management 1991 - 1993
Security Pacific National Bank 1988 - 1991
First Union National Bank 1987 - 1988
MetLife Incorporated 1983 - 1987
Skills
Investments, Real Estate, Real Estate Development, Land Acquisition, Investment Properties, Commercial Real Estate, Real Estate Economics, Disposition, Redevelopment, Brokerage, Real Estate Transactions, Mortgage Lending, Commercial Lending, Site Selection, Market Segmentation and..., Lease Negotiations, Tenant, Property, Leases, Asset Management, Location Intelligence, Landlords, Entitlements, Real Estate Financing, Apartments, 1031 Exchanges, Corporate Real Estate, Real Property
Education
Georgia State University - J. Mack Robinson College of Business 1985 — 1988
MSRE, Real Estate
Valdosta State University - Langdale College of Business 1979 — 1981
MBA, Finance
Florida State University - College of Business 1976 — 1979
BS, Finance
Kroll Bond Rating Agency, Inc. March 2014 - Present
Santander Bank, N.A. July 2011 - March 2014
Mizuho Corporate Bank October 2008 - July 2011
Credit Suisse May 2002 - June 2008
Wachovia January 2000 - February 2002
First Union National Bank May 1998 - January 2000
First Union National Bank 1997 - 1998
First Fidelity Bank, NJ 1994 - 1997
First Fidelity Bank, NJ 1993 - 1994
Skills
Credit Analysis, Portfolio Management, Credit, Finance, Financial Modeling, Banking, Loans, Corporate Finance, Capital Markets, Due Diligence, Risk Management, Financial Analysis, Analysis, Underwriting
Education
Fordham University - Graduate School of Business Administration 2011 — 2011
Pre-MBA Program Participant
Rutgers University-New Brunswick 1990 — 1994
BS, Marketing and German
Franklin High School
Invictus Consulting Group, LLC 2014 - Present
OceanFirst Bank and Holding Company 2004 - 2012
Trust Company Bank 2003 - 2005
Dime Savings Bank 2000 - 2003
First Union National Bank 1994 - 2000
New Jersey Economic Development Authority 1991 - 1994
Marine Midland Bank 1982 - 1991
JPMorgan Chase 1976 - 1981
Skills
Banking, Finance, Strategic Planning, Strategic Financial..., Marketing, Employee Training, Economics, Employee Management, Municipal Bonds, Operations Management, Operational Planning, Office Administration, Risk Management, Risk Assessment, Financial Risk, Credit Risk, Enterprise Risk..., Mergers & Acquisitions, Consolidation, Leadership, Leadership Development, Client Relations Skills, Human Resources, Retail Banking, Trust, Investments, Investor Relations, Motivation, Modeling, Community Outreach, Communication, Alternative Investments, Loan Origination, Loan Portfolio Analysis, Consumer Lending, Regulatory Affairs, Regulatory Requirements, Commercial Lending, Credit Analysis, Asset Based Lending, Credit, Small Business Lending, Business Development, Executive Management, Management, Cash Management, Financial Analysis, Mortgage Lending, Mortgage Banking, Accounting
Education
Fordham University School of Law 1975 — 1978
Juris Doctor, Corporate and Commercial Law
St. John's University , Queens N.Y. 1973 — 1975
Master of Business Administration (M.B.A.), Executive Management
Gabelli School of Business, Fordham University, New York,NY 1968 — 1972
Bachelor of Science (B.S.), Accounting, Dean's List
Gemalto May 2014 - Present
Cardiff Holdings Corp. March 2012 - May 2014
Source One Direct, Inc. February 2001 - March 2012
First Union National Bank April 1994 - February 2001
AT&T Universal Card 1991 - 1994
TSYS 1989 - 1991
Skills
Six Sigma, Gift Cards, Process Improvement, New Business Development, Team Leadership, Project Management, Program Management, Management, Account Management, Operations Management, Cross-functional Team..., Solution Selling, Sales Management, Budgets, Product Management, Training, Sales, Vendor Management, Customer Service, Inventory Management, Strategy, Team Building, Product Development, Marketing, CRM, Continuous Improvement, B2B, Business Strategy, Start-ups, Business Development, Strategic Partnerships
Education
Georgia Institute of Technology 1985 — 1989
BS Industrial Management
Lansdowne Elementary IB World School August 2006 - Present
Piedmont Middle School, Union County Public Schools September 2005 - June 2006
Mountain Island Elementary School August 2002 - June 2005
Irwin Avenue Elementary School August 2000 - June 2002
Hidden Valley Elementary School, Charlotte Mecklenburg Schools April 1994 - June 2000
First Union National Bank March 1993 - August 1993
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Photoshop, HTML, Strategic Planning, Budgets, Negotiation, Curriculum Design, Leadership, Choral
Education
Grove City College 1984 — 1988
Bachelor of Music, Pipe Organ
Grove City College 1984 — 1988
Bachelor's Degree, Music Education, K-12
Home Depot.Com January 2012 - Present
James H. Hayes, Jr. PHOTOGRAPHER December 1985 - Present
Home Depot September 2008 - January 2012
Home Depot Fuel 2006 - October 2008
The Home Depot January 2001 - November 2003
Home Depot USA November 1994 - December 2000
Federal Deposit Insurance Corporation FDIC January 1992 - November 1994
ITT Financial Services 1990 - 1991
First Union National Bank 1987 - 1989
The Bankhead Bank 1986 - 1987
Skills
SAP R/3, Accounting and Finance, Account Management, Public Speaking, Accounting, Accounts Receivable, General Ledger, Team Building, Account Reconciliation, Banking, Forecasting, Expenses, Budgeting, Financial Analysis, Financial Reporting, Accounts Payable, P&L, Process Improvement, Excel, Retail, SAP, Credit, Hiring, Analysis, Digital Content..., Digital Imaging, Photography, Omniture Analytics, Epipahny Software, Training Delivery, Microsoft Excel, Content Management, Budgets, Inventory Management, Leadership, Management, Income Statement, Access, Sales, Training, Team Leadership, Time Management, Software Documentation, Start-ups, Pricing, Finance, Customer Satisfaction, Operations Management, Customer Service, Purchasing
Education
Troy University 2004 — 2006
MBA, Management
Georgia State University - J. Mack Robinson College of Business 1986 — 1987
Post graduate studies in accounting
American Institute of Banking 1983 — 1985
Commercial Lending
Kennesaw State University - Michael J. Coles College of Business 1980 — 1981
Bachelor of Science, Dual Management Marketing-Minor Finance
University of Georgia - Terry College of Business 1974 — 1979
Management
TIAA-CREF April 2013 - Present
TIAA-CREF September 2010 - April 2013
AXA Equitable July 2009 - November 2010
Morgan Stanley October 2007 - June 2009
BANK OF AMERICA April 2006 - August 2007
BANK OF AMERICA April 2005 - March 2006
BANK OF AMERICA April 2003 - March 2005
BANK OF AMERICA April 2001 - March 2003
First Union National Bank January 1999 - January 2001
Wachovia HR Division January 1996 - January 2001
Skills
Customer Relations, Problem Solving, Coaching, Microsoft Office, Teamwork, Supervisory Skills, Troubleshooting, Writing, Spreadsheets, Telephone Skills, Series 7, Banking, Series 63, Customer Service, PowerPoint, Mentoring, Insurance, Series 65, Financial Services, Securities, Quality Assurance, Root Cause Analysis, Uniform Combined State..., Investment Advisory, Process Improvement, Retirement
Education
Hampton University 1986 — 1990
Psychology, Psychology
NARFE PREMIER FCU January 2014 - Present
NARFE Premier FCU October 2013 - January 2014
Educational Systems Federal Credit Union September 2013 - October 2013
Congressional Federal Credit Union March 2009 - August 2012
MARRIOTT October 2006 - July 2008
M & T Bank 1998 - 2001
First Union National Bank August 1994 - March 1997
Skills
Public Speaking, Microsoft Office, New Business Development, Credit, Banking, Sales, Loans, Strategic Planning, Financial Analysis, Business Strategy, Marketing, Customer Service, Account Management, Strategy, Marketing Strategy, Coaching, Microsoft Excel, Executive Management, Finance, Nonprofits, Consumer Lending, Investments, Outlook, Social Media, PowerPoint, Financial Risk, Human Resources, Business Development, Budgets, Leadership, Management, Analysis, Time Management, Risk Management, Financial Services, Social Networking, Retail Banking, Relationship Management, Portfolio Management, Credit Unions, Training, Credit Cards, Mortgage Lending, Advertising, Team Leadership, Team Building, Government, Process Improvement
Education
George Mason University 1990 — 1994
Wells Fargo Bank May 1988 - Present
First Union National Bank 1997 - 1999
VyStar Credit Union 1986 - 1988
Skills
Loans, Commercial Banking, Credit, Banking, Retail Banking, Mergers, Process Improvement, Real Estate, Team Building, Coaching, Training, Mergers & Acquisitions, Risk Management, Credit Risk, Portfolio Management, Employee Training, Credit Analysis, Onboarding, Financial Services
Education
University of Phoenix 2003 — 2006
Business Management, Business
Florida State University 1986 — 1987
Business Administration and Management, General
TIAA-CREF April 2010 - Present
Wachovia June 2007 - June 2010
Red Ventures August 2004 - May 2007
Duke Energy January 1999 - July 2004
First Union National Bank June 1997 - January 1999
First Union National Bank August 1993 - June 1997
First Union National Bank September 1989 - August 1993
Skills
Marketing, Advertising, Segmentation, Multi-channel Marketing, Financial Services, Analytics, Direct Marketing, Relationship Management, Strategy, Integrated Marketing, Marketing Strategy, Strategic Planning
Education
Wake Forest University School of Business 2002 — 2004
MBA
Furman University 1985 — 1989
BA, History
LioraFarkovitz.com November 2013 - Present
The Electronic Advantage September 2010 - Present
Louis Farkovitz Guitars 2009 - 2014
Legacy Strategic Development, LLC June 2001 - December 2012
LTC Dietary & Medical Supply Procurement Company May 2009 - December 2010
EagleSoft Solutions, Inc. October 2008 - December 2009
TeleMedical Environments, Inc. December 2007 - March 2009
DupliSoft, Inc. July 1993 - June 2001
First Union National Bank April 1988 - June 1991
TPF&C October 1986 - April 1988
Skills
Strategy, Management, Marketing, Entrepreneurship, Business Development, Public Relations, Start-ups, Strategic Planning, Training, Program Management, Strategic Partnerships, Marketing Strategy, Public Speaking, Blogging, Leadership, Analysis, Email Marketing, Consulting, Executive Management, Newsletters, Content Strategy, Team Building, Project Management, New Business Development, Proposal Writing, Editing, Research, Publishing, Content Development, Business Strategy, Business Planning, Contract Negotiation, Intellectual Property, Market Research, Small Business, Writing, Project Planning, Content Marketing, Product Development, Licensing, Litigation Support, Litigation, Subject Matter Experts, Technical Writing, Content Writing, Strategic Content..., Business Writing, Content Management, Software Publishing, Narration
Education
Grand Canyon University 2005 — 2006
Masters of Special Education, Curriculum and Instruction - for one year of the program.
University of Kentucky 1980 — 1986
BASW, Social Work
Fiserv 2010 - Present
Fiserv - Risk and Compliance 1998 - 2010
IPS-Sendero 1991 - 1997
First Union National Bank 1988 - 1990
Skills
Product Management, Financial Services, Banking, Sales Management, Vendor Management, Payments, Business Development, Business Analysis, Risk Management, Relationship Management, Analytics, Credit Cards, Process Improvement, Portfolio Management, Strategic Planning, Loans, Financial Analysis, Business Strategy, Account Management, CRM, Mergers, Executive Management, Sales, Leadership, Electronic Payments, Strategy, Strategic Partnerships, Mergers & Acquisitions, Outsourcing, Management
Education
Georgia State University 1990 — 1991
MBA, Finance
Georgia State University 1986 — 1988
BA, Finance
The University of Georgia 1985 — 1986
St. Johns County School Board September 2011 - Present
Cracker Barrell Restaurant August 2010 - February 2014
Wells Fargo August 2007 - November 2008
Bank of America Merrill Lynch August 2002 - July 2007
MetLife December 2001 - July 2002
Compass SpA - Gruppo Mediobanca June 2000 - December 2001
First Union National Bank October 1996 - May 2000
Stephens Inc. March 1995 - September 1996
Skills
Sales, Communication, Customer Service, Financial Planning, Financial Analysis, Account Management, Investment Strategies, Tactical Asset..., Statistical Data..., Interpreting Data, Business Writing, Editing, Marketing Strategy, Team Building, Event Planning, Event Management, Teaching Adults, Program Management, Marketing, Public Relations, Strategic Planning, Technical Writing, Creative Writing, Leadership, Public Speaking, Impromptu Speaking, English Literature, English Grammar, Proofreading, Microsoft Word, PowerPoint, Outlook
Education
Georgia Southern University 1991 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General, 3.2
Georgia Southern University 1991 — 1994
Bachelor of Science (B.S.), Psychology, 3.0
University of Mississippi 1988 — 1990
None, Finance, General
Good Will Publishers-Beyond This Day April 2012 - Present
Wells Fargo Corporation-Wachovia Bank January 1995 - March 2012
Wells Fargo-Wachovia January 1995 - March 2012
First Union National Bank 1995 - 2002
Skills
Marketing, Customer Service, Leadership, New Business Development, Finance, Sales, Banking, Marketing Strategy, Small Business, Time Management, Mortgage Lending, Credit, Loans, Relationship Management, Retail Banking, Customer Retention, Customer Experience, Commercial Banking, Account Management, Customer Advocacy, Small Business..., Direct Marketing, Collections, Sales Operations, Marketing Management, Sales Management, Microsoft Word, Microsoft Excel, PowerPoint
Education
Gaston College 1981 — 1982
Business Administration and Management, General
East Gaston
Gaston College
Community & Southern Bank June 2010 - Present
Atlanta Business Bank August 2009 - June 2010
Silverton Bank, N.A. October 2006 - July 2009
Colonial Bank 2001 - 2006
First Union National Bank 1998 - 2001
First Union National Bank 1993 - 1997
Skills
Real Estate, Credit, Underwriting, Financial Analysis, Excel, Negotiation, Portfolio Management, Microsoft Office, Word, Banking, Loans, New Business Development, Financial Risk, Cash Management, Capital Markets, Credit Analysis, Asset Management, Mergers & Acquisitions, Commercial Lending, Asset Based Lending, Strategic Planning, Financial Structuring, Risk Management, Valuation, Commercial Real Estate, Microsoft Word, Microsoft Excel, Due Diligence
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2001
MBA, Commercial Real Estate
University of Georgia - Terry College of Business 1989 — 1992
BBA, Marketing
The Marist School 1982 — 1988
The DARTON GROUP October 2012 - April 2014
Boston National Title May 2012 - October 2012
Wells Fargo Home Mortgage January 2011 - October 2011
Wells Fargo September 2008 - December 2010
Wachovia April 2005 - September 2008
Wachovia Securities May 2003 - April 2005
First Union National Bank February 2001 - May 2002
First Union National Bank April 1997 - February 2001
Turner Broadcasting November 1995 - April 1997
Peachtree Software February 1992 - October 1996
Skills
Strategic Planning, Strategic Leadership, Leading..., Cultural Transformation, Executive Team Alignment, Expense Management, Business Development, Executive Coaching, P&L Financial Management, Leadership, Coaching, Risk Management, Banking, Mortgage Lending, Valuation, Credit, Relationship Management, Financial Services, Loans, Strategy, Leadership Development, Vendor Management, Process Improvement, Underwriting, Retail Banking, Mergers & Acquisitions, Change Management, Management, Operational Risk..., Employee Engagement, Analysis, Team Management, Finance, Business Process, Sales, Team Leadership, Human Resources, Management Consulting, Sales Operations, Budgets, Financial Analysis, Business Process..., Business Analysis, Financial Risk, Portfolio Management, Outsourcing, Mortgage Banking, Corporate Finance, Executive Management, Analytics
Education
Georgia College and State University
Better Buy Glass, Mirror & Screen Co. February 2014 - Present
Better Buy Glass, Mirror & Screen Co. November 2013 - February 2014
Self June 2013 - November 2013
Big Thinkers Science Exploration February 2013 - May 2013
Crawford, Merritt & Company September 2012 - November 2012
PCI Millwork March 2006 - November 2011
Total Supply, Inc. June 2003 - March 2006
Mortensen Woodwork, Inc. February 1999 - February 2003
First Union National Bank February 1983 - September 1993
Ramac, Inc December 1988 - July 1990
Skills
Organizing, Account Management, Problem Solving, Outlook, Accounts Payable, Quickbooks, Accounts Receivable, Research, Account Reconciliation, Process Scheduler, Process Improvement, Human Resources, Microsoft Office, Customer Service, Invoicing, Hiring, Training, Financial Analysis, Data Entry, File Management, Teamwork, Budgets, Office Management, Leadership, Office Equipment, Spreadsheets, QuickBooks, Time Management, Peachtree, Administrative..., Employee Relations, Journal Entries, Employee Benefits, Finance, Accounting, Management, Team Building, Expenses, Filing, Telephone Skills, Insurance, Project Management, Coordination, Payroll, Microsoft Excel, Confidentiality, General Ledger, Microsoft Word, Auditing, PowerPoint
Education
Georgia Southwestern College 1977 — 1981
B.S, Biology
Georgia Southwestern State University 1977 — 1981
Bachelor of Science (BS), Biology
Sylvan Hills High 1972 — 1976
Diploma, College Prep
Patterson Pope July 1991 - Present
First Union National Bank October 1990 - May 1991
Central Fidelity Bank 1988 - 1989
Skills
Document Management, Consultative Selling, Strategic Planning, Account Management, Marketing Strategy, Problem Solving, Selling, New Business Development, Sales Process, B2B, Marketing, Solution Selling, Sales Operations, Cold Calling, Direct Sales, Customer Service, Business Development, Contract Negotiation, Salesforce.com, Customer Satisfaction, Team Building, Email Marketing, Sales Presentations, Negotiation, Document Imaging, Budgets, Sales
Education
Hampden-Sydney College 1984 — 1988
Bachelor of Arts, History
First Union National Bank 1982 - 1992
Skills
Team Building, Customer Service, Loans, Banking, Loss Mitigation, Mortgage Lending, Consumer Lending, Credit, Small Business Lending, Loan Origination, Mortgage Banking, Branch Management, Branch Banking, Lines Of Credit, Sales, Sales Management, Cross Selling, Strategic Planning, Management
Education
Florida State University
Bachelor of Arts (BA), Psychology
University of South Florida
Bachelor of Arts (BA), Psychology - behavorial
Wells Fargo April 2010 - Present
Wachovia 2008 - April 2010
Wachovia 2006 - 2008
First Union National Bank 1998 - 2006
First Union National Bank 1997 - 1998
First Union National Bank 1996 - 1997
First Fidelity Bank, Newark NJ 1994 - 1996
Skills
Banking, Client Relations Skills, Client Service Oriented, Process Improvement, Solution Orientated, Treasury Management, Risk Management, Financial Analysis, Strategic Planning, ACH, Payments, Vendor Management, Project Planning, Strategy, Forecasting, Team Leadership, Product Management, Management, Business Development, Executive Management, Portfolio Management, Client Services, New Business Development, Business Analysis, Financial Services
Education
Holy Family University
MBA, Business Administration and Management, General, 4.0
Arch Mortgage Insurance November 2005 - Present
Governor's Housing Opportunity Task Force February 2010 - March 2010
CU National Mortgage Company May 2005 - November 2005
CUMAnet, LLC January 2000 - March 2005
New Jersey Housing and Mortgage Finance Agency-NJHMFA June 1994 - January 2000
East Brunswick Township January 1989 - December 1996
East Brunswick Township January 1988 - December 1996
First Union National Bank March 1988 - June 1994
Manufacturers Hanover Trust Company June 1981 - July 1988
Skills
Mortgage Lending, Underwriting, Loans, Credit, Banking, Strategic Planning, Risk Management, Credit Analysis, Real Estate, Sales Management, Credit Risk, Team Building, Process Improvement, Business Development, Negotiation
Education
Hofstra University 1977 — 1981
BBA, Accounting
Yancey Financial, LLC April 2015 - Present
Counsel Advisors, LLC January 2013 - April 2015
Fifth Third Bank (formerly First Charter Bank) June 2008 - December 2012
First Charter Bank July 2002 - June 2008
First Union National Bank March 1997 - July 2002
First Union Naitonal Bank November 1993 - March 1997
First Union National Bank January 1991 - November 1993
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Small Business Lending, Credit Analysis, Banking, Portfolio Management, Mortgage Lending, Consumer Lending, Loan Origination, Wealth Management, Financial Analysis, Investments
Education
Georgia State University - J. Mack Robinson College of Business 1990 — 1994
Bachelor's degree, Risk Management / Insurance
Gordon College (GA) 1989 — 1990
Associates of Science, Business Administration
State Farm Agent October 1991 - Present
State Farm Agent October 1991 - Present
First Union National Bank August 1986 - September 1991
Skills
Term Life Insurance, Homeowners, Whole Life, Disability Insurance, Health Insurance, Insurance, General Insurance, Motorcycle, Long Term Care Insurance, Liability, Legal Liability, Customer Service, IRAs, Small Business, Mortgage Lending, Workers Compensation, Casualty, Claim, Casualty Insurance, Critical Illness, Business, Marine Insurance, Retirement, Retirement Planning, 401k, Flood Insurance, Underwriting, Professional Liability
Education
Georgia College and State University 1979 — 1983
BA, Business Information Systems
Edmund Burke Academy
S'wish - Sterling Silver Jewelry 2013 - Present
Fairfax County Public Schools September 2009 - Present
Etcetera (Casuals Etcetera, Inc) 2011 - 2012
Westminster Weekday Preschool September 2007 - June 2009
Location Solvers 2003 - 2004
Starwood Hotels & Resorts Worldwide, Inc. 1999 - June 2003
Marriott International 1997 - 1999
Sheraton City Center DC 1996 - 1997
First Union National Bank 1994 - 1996
Skills
Hospitality Industry, Hospitality Management, Hotels, Tourism, Event Management, Leisure, Hospitality, Revenue Analysis, Event Planning, Meeting Planning, Fundraising, Sales, Sales Process, Sales Presentations, Elementary Education, Banking, Brokerage, Resorts
Education
George Mason University
B.S. Economics, Economics
Lowe's August 2001 - Present
Lowe's Home Improvement August 2001 - Present
Certified Claims Professional Accreditation, INC. April 2013 - February 2015
Lowe's Home Improvement May 1994 - August 1998
Lowe's Home Improvement June 1986 - May 1994
First Union National Bank 1984 - July 1986
Skills
Inventory Management, Profit, Merchandising, Vendor Relations, Retail, Accounting, Audit, Inventory Control, Logistics, Distribution Center..., Supply Chain Management, Income Statement, Loss Prevention, Forecasting, Auditing, Supply Chain, CPFR, Transportation, Shipping, Team Building, Truckload, Operations Management, Import, Budgets, Warehouse Management, Warehousing, Freight, Logistics Management, P&L Management, Purchasing, Transportation..., Supply Chain..., 3PL, Pricing, Hiring, Customer Satisfaction, Demand Planning, Process Scheduler, Process Improvement, Reverse Logistics, Store Management, Planograms, JDA, Manugistics, Demand Forecasting, Global Sourcing, International Logistics, Cross-functional Team..., Supply Chain Operations, EDI
Education
Gardner-Webb University 2000 — 2003
Bachelor of Science, Business Adm.
Fairplains Elementary
North Wilkes High School
Wilkes Community College
Business Administration and Management, General
L3 Display Systems October 2011 - Present
US Navy October 2000 - February 2007
First Union National Bank March 1999 - June 2000
Education
Georgia Institute of Technology 2008 — 2011
Bachelor of Science, Electrical Engineering
Northern Virginia Community College 2007 — 2008
Engineering
Cox Communications October 2012 - Present
Cox Communications November 2013 - August 2014
Cox Communications February 2011 - November 2012
Cox Communications February 2010 - February 2011
Cox Communications April 2005 - February 2010
Wachovia September 2003 - March 2005
Wachovia, A Wells Fargo Company February 2003 - September 2003
First Union National Bank April 1998 - February 2003
Skills
Sales Management, Direct Sales, Customer Service, Budgeting, Consultative Selling, Coaching, Contract Negotiations, Sales Process, Telecommunications, Performance Management, Sales Support, Contract Negotiation, Management, Marketing Strategy, Sales, Customer Satisfaction, Selling, Cross-functional Team..., Vendor Management, Budgets, Sales Operations, Leadership, Team Building, Cold Calling, New Business Development, Forecasting, VoIP, B2B, Solution Selling, Product Marketing, Negotiation, Customer Experience, Customer Retention, Team Leadership, Strategic Planning, Strategy, CRM, Salesforce.com, Marketing, Insurance, Product Management, Advertising, Account Management, Strategic Partnerships, Business Development, Retail, Process Improvement, Recruiting, Competitive Analysis, Training
Education
Hollins University 2000 — 2004
MALS, Psychology, Incomplete
Radford University 1994 — 1998
BS, Psychology
GreenPoint Mortgage August 2001 - May 2006
First Union National Bank January 1994 - April 2001
Education
George Mason University 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting, 3.75 GPA
UT Federal Credit Union January 1990 - Present
First Union National Bank 1980 - 1989
Education
University of Tennessee-Knoxville 1995 — 2000
Master's, Human Resource Development
Georgia State University 1986 — 1989
BBA, Business Administration
University of Florida July 2015 - Present
Johns Hopkins University June 1999 - June 2015
First Union National Bank 1995 - 1999
First Union National Bank (formerly First Fidelity Bank) 1993 - 1995
First Union National Bank (formerly Bank of Baltimore) 1990 - 1993
Skills
Event Planning, Fundraising, Non-profits, Higher Education, Leadership, Program Management, Public Relations, Marketing, Nonprofits, Alumni Relations, Philanthropy, Planned Giving, Program Development, Volunteer Management, Community Outreach, Budgets
Education
Goucher College 1980 — 1984
BA, Communications
K12 October 2011 - Present
Bonsack Business Strategies May 2008 - April 2012
The RLJ Companies February 2007 - May 2008
Credit Suisse August 2002 - February 2007
Pepsi Bottling Ventures March 2000 - August 2000
First Union National Bank August 1997 - March 2000
Skills
Mergers & Acquisitions, Financial Analysis, Financial Modeling, Due Diligence, Finance, Mergers, Strategy, Business Strategy, Valuation
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA, Finance
South Carolina State University 1995 — 1997
MS, Agribusiness
South Carolina State University 1990 — 1995
BS, Agribusiness
Oxon Hill
Bank of America October 2013 - Present
SunTrust Bank October 2012 - September 2013
Wells Fargo Bank April 2006 - October 2012
Wachovia Bank, a Wells Fargo Company April 1998 - April 2006
First Union National Bank March 1997 - April 1998
First Union National Bank June 1995 - March 1997
Skills
Talent Management, Employee Engagement, Leadership Development, Change Management, Customer Retention, Performance Management, Employee Relations, Human Resources, Recruiting, Coaching, Conflict Resolution, Banking, Succession Planning, Leadership, Risk Management, Management, Training, Retail Banking, Business Development, Mergers, Strategy
Education
Florida State University - College of Business
B.S., Marketing Management
Square 1 Art, LLC September 2013 - Present
Fifth Third Bank March 2011 - August 2013
Wells Fargo Bank January 2009 - March 2011
Wachovia Bank, NA September 2006 - December 2008
Wachovia Bank, NA June 2006 - September 2006
First Union January 1999 - May 2006
First Union National Bank August 1997 - January 1999
Skills
Commercial Lending, Cash Management, Client Relationship..., Commercial Banking, Loans, SBA 7a and 504 Lending, USDA Loans, M&A experience, Small Business Lending, Credit, Cash Flow, Banking, USDA, Management, Financial Risk, Finance, Private Banking, Consumer Lending, Business Strategy, Credit Analysis, Asset Based Lending, CRM, Small Business, Lines Of Credit, Portfolio Management, Mortgage Lending, Mortgage Banking, Treasury Management, Underwriting
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2005
MBA, Finance
Furman University 1991 — 1995
BS, Biology
Asheville School 1987 — 1991
Diploma
Woodforest National Bank November 2007 - May 2015
STARLIGHT SOURCE LLC July 2003 - December 2007
Sheffield Financial, a division of BB&T. December 1996 - July 2005
GRAVELY INTERNATIONAL June 1992 - December 1996
First Union National Bank April 1988 - November 1991
US Army May 1986 - March 1988
Skills
Banking, Customer Service, Credit, Loans, Compliance, Retail, Small Business, Sales Management, Retail Banking, Profitability, Deposits, Microsoft Office, Strategic Planning, Contract Negotiations, Management Consulting, Budgets, Sales
Education
High Point University 1988 — 1992
BS, Business Administration
University of Pittsburgh 1984 — 1986
Business Administration/Economics
Altoona Area High School 1982 — 1985
High School Diploma, College Prep
Personnel Resource Management (Morelli, Tricey) 2001 - Present
Direct Marketing Resources 1998 - 2001
Bank of Montreal 1993 - 1998
First Union National Bank 1986 - 1992
Lloyds Bank 1981 - 1986
Manufacturers Hanover Trust 1979 - 1981
SNCF 1978 - 1979
Skills
Executive Search, Permanent Placement, Technical Recruiting, Recruiting, Digital Marketing, SDLC, Talent Acquisition, Account Management, Sales, CRM, Sourcing, Management, Talent Management, New Business Development, Consulting, Cold Calling, B2B, Team Building, Lead Generation
Education
Hartwick College 1974 — 1978
BA, French, Business Management
Scotia Capital Inc. October 1999 - September 2008
First Union National Bank January 1997 - June 1999
Overseas Private Investment Corporation September 1996 - May 1997
Export-Import Bank of the United States May 1996 - August 1996
Chase January 1994 - January 1995
Chase January 1992 - January 1994
Skills
Sales, Business Strategy, Loan Origination, Credit Analysis, Financial Structuring, Structured Finance, Financial Modeling, Corporate Finance, Securitization, Risk Management, Leveraged Finance, Loans, Project Finance, Banking, Credit Risk, Capital Markets, Strategy, Management, Fixed Income, Portfolio Management
Education
Georgetown University 1995 — 1997
Master's degree, Business Administration and Management, General
Providence College 1988 — 1992
Liberal Arts, Business Minor
DS Solutions March 2011 - Present
SK Solutions LLC 2009 - March 2011
Wachovia Bank June 2008 - December 2008
Wachovia Bank March 2002 - December 2007
First Union National Bank 1999 - 2001
NationsBank- BofA 1996 - 1998
First Union National Bank 1988 - 1996
Skills
Banking, Risk Management, Financial Risk, Due Diligence, Process Improvement, Mergers, Business Analysis, Financial Services, Mergers & Acquisitions, Equities, Management, Capital Markets, Hedge Funds, Portfolio Management, FX Options, Payments, Acquisition Integration, Management Consulting, Operational Risk, Databases, Vendor Management, Fixed Income, Consulting, Project Management, Operational Risk..., Executive Management, MS Project, Financial Analysis, Data Warehousing, Commercial Banking, SDLC, Credit, Enterprise Risk..., Business Process..., Derivatives, Investment Banking, Governance, Treasury Management, Basel II, Relationship Management, Securities
Education
Georgia State University 1972 — 1975
BBA, Accounting, Finance
Georgia Institute of Technology 1967 — 1969
None, Engineering
Lucas Group 2004 - Present
US Army 1999 - 2003
First Union National Bank 1993 - 1996
Education
Hampden-Sydney College 1989 — 1993
DFASS Group May 2012 - April 2015
Sabre Holdings, Inc October 2007 - July 2012
Citigroup May 2000 - June 2007
First Union National Bank 1998 - 2000
Associates First Capital Corp 1994 - 1998
Skills
Business Development, CRM, Cross-functional Team..., Management, Market Research, Marketing, New Business Development, Online Marketing, Product Management, Strategic Partnerships, Strategic Planning, Strategy, Program Management, Marketing Strategy, Product Marketing
Education
Visa Business School 1999 — 1999
Credit card aquisition, retention and servicing
Hofstra University
BBA, Marketing
NetCracker May 2012 - Present
Convergys 2009 - May 2012
VeriSign March 2008 - December 2008
VeriSign October 2005 - March 2008
VeriSign July 2001 - October 2005
VeriSign January 2001 - July 2001
VeriSign January 2000 - January 2001
H.O. Systems October 1998 - January 2000
H.O. Software August 1998 - October 1998
First Union National Bank August 1997 - August 1998
Skills
Business Analysis, SDLC, Visio, Oracle, Telecommunications, Requirements Gathering
Education
Georgia Southern University - College of Business Administration 1993 — 1997
Memorial Day School 1990 — 1993
The Futures Company January 2011 - Present
Yankelovich June 2007 - December 2010
Energetics, Inc. July 2001 - September 2002
First Union National Bank September 1999 - June 2001
Skills
Customer Insight, Segmentation, Quantitative Research, Market Research, Marketing Research, Focus Groups, Marketing Strategy, Strategic Planning, Strategy, Analytics
Education
Florida State University 2005 — 2007
Ph.D., Mass Communication
Florida State University 2003 — 2004
M.S., Integrated Marketing & Mass Communication
Washington & Lee University 1994 — 1998
BA, English
CCM Investment Advisers October 1998 - Present
The Seibels Bruce Group August 1996 - October 1998
First Union National Bank July 1989 - August 1996
South Carolina National Bank June 1982 - July 1989
Skills
Portfolio Management, Investments, Financial Analysis, Relationship Management, Bloomberg, Derivatives, Asset Based Lending, Securities, Leadership, Valuation, Investment Advisory, Banking, Structured Finance, Financial Structuring, Investment Banking, Private Equity, Management, Financial Markets
Education
University of South Carolina-Columbia 1980 — 1982
Master of Business Administration (MBA), Finance, General
Furman University 1976 — 1980
Bachelor's degree, Political Science
Ericsson October 2012 - Present
Ericsson October 2008 - October 2012
Tandberg Television June 2006 - October 2008
N2 Broadband (Acquired by Tandberg Television) June 2003 - June 2006
INT2 May 2002 - June 2003
Racemi May 2001 - April 2002
Nortel Networks December 1999 - March 2001
Scientific Atlanta March 1992 - November 1999
CompUSA 1989 - 1991
First Union National Bank 1987 - 1989
Skills
Telecommunications, Cloud Computing, VOD, IPTV, Troubleshooting, Integration
Education
Georgia State University 1988 — 1992
BBA, Computer Information Systems
Georgia Institute of Technology 1981 — 1986
Target September 2014 - Present
The Bryn Mawr Trust Company August 2014 - Present
PNC Bank November 2011 - July 2014
Wells Fargo 2009 - 2011
Wachovia Bank 2001 - 2009
Chester County Library June 2006 - June 2007
First Union National Bank 1998 - 2001
CoreStates Bank, NA 1984 - 1998
Skills
Banking, Commercial Banking, Commercial Lending, Financial Services, Small Business Lending, Customer Service, Loans, Financial Analysis, Mutual Funds, Strategic Planning, Sales, Credit Analysis
Education
Holy Family University 1998 — 2002
B.A., History
PNC March 2012 - Present
RBC Bank December 2005 - March 2012
RBC Bank December 2005 - September 2008
Wachovia Bank June 2002 - December 2005
First Union National Bank June 2000 - June 2002
First Union National Bank February 1998 - June 2000
Pitney Bowes Copier Systems August 1997 - January 1998
Minolta Business Systems June 1996 - June 1997
Textiles Populares de Costa Rica April 1993 - April 1996
Skills
Strategic Business, Entrepreneurial Skills, Credit, Executive Management, Segmentation, Management, Entrepreneurship, Private Banking, Banking, Portfolio Management, Strategy, Commercial Banking, Small Business, Leadership, CRM, Start-ups, Cross-functional Team..., Financial Services, Credit Analysis
Education
Georgia Institute of Technology 1987 — 1993
Bachelor of Science, Management
Trane-Raleigh DSO January 2008 - January 2014
Volvo Financial Services January 2006 - January 2007
Time Warner Cable January 2003 - January 2006
Fain Enterprises January 2002 - January 2003
Mullen / LHC Advertising January 1999 - January 2001
Pepsi-Cola Inc January 1996 - January 1998
First Union National Bank January 1996 - January 1996
Levolor Home Fashions January 1995 - January 1996
American Express Corporation January 1991 - January 1995
Skills
HVAC, Air Conditioning, HVAC Controls, Contract Negotiation, Sales Management, Construction Management, Manufacturing, Contract Management, Refrigeration, Energy Efficiency, Heating, Value Engineering, Energy Management, Budgets, Customer Service, Customer Oriented, Customer Acquisition, Sales, Operations Management
Education
High Point University
Bachelor of Science, Computer Information Systems; Computer Information Systems
North Carolina State University
Accenture January 2014 - Present
Credit Suisse 2015 - 2015
Credit Suisse 2015 - 2015
SunTrust Banks, Inc. November 2010 - November 2013
Corporate Real Estate Solutions August 2008 - November 2010
BankAtlantic May 2006 - July 2008
Stanford Financial 2008 - 2008
Casa Antiguo de Panama 2008 - 2008
Bank of America 1999 - 2006
First Union National Bank 1999 - 2000
Skills
Banking, Loans, Credit, Commercial Banking, Portfolio Management, Treasury Management, Credit Analysis, Risk Management, Small Business Lending, Financial Analysis, Financial Modeling, Credit Risk, Treasury Services, Financial Risk, Consumer Lending, Commercial Lending, Retail Banking, Cash Management, Credit Cards, Corporate Finance, Strategy, Forecasting, Finance, Analysis, Financial Reporting, Process Improvement, Business Development, Accounting, Investments
Education
Fordham University - Graduate School of Business Administration 1993 — 1995
MBA, Finance / International Banking
University of Missouri-Columbia 1982 — 1986
BS, Banking, Corporate, Finance, and Securities Law
Branch Banking & Trust March 1998 - Present
SouthTrust Bank 1995 - 1998
First Union National Bank 1991 - 1995
BancBoston Mortgage 1987 - 1991
Georgia Federal Bank 1984 - 1987
Skills
Loans, Commercial Lending, Credit, Small Business Lending, Real Estate, Commercial Banking, Asset Management, Investments, Portfolio Management, Credit Analysis, Loan Origination, Commercial Real Estate, Banking, Real Estate Economics, Mortgage Lending, Underwriting
Education
Georgia State University - J. Mack Robinson College of Business 1979 — 2004
Georgia State University 1979 — 1984
Buckhead Leadership Development
First Horizon/First Tennessee Bank January 2014 - Present
First Horizon/First Tennessee Bank April 2008 - December 2013
HSBC / Decision One Mortgage 1999 - 2007
Ocwen Financial Corporation 1998 - 1999
First Union National Bank 1995 - 1998
Associates Financial Services 1991 - 1995
Education
Grove City College 1987 — 1991
BA, Business Administration
Fiduciary Tax Consultants January 2015 - Present
Joseph J. Fiandra, Attorney at Law October 1997 - Present
Pitcairn 2000 - October 2013
First Union National Bank August 1997 - January 2000
Skills
Fiduciary, Estate Planning, Tax, Trusts, Estate Administration, Investment Advisory, Estate Tax Planning, Accounting, Wills, Income Tax, Wealth Management, Due Diligence, Tax Preparation
Education
University of Dayton School of Law 1990 — 1993
JD, Law
Haverford College 1986 — 1990
Political Science
Holy Ghost Prep 1982 — 1986
Bruegger’s April 2011 - Present
Brunner Advertising September 2010 - April 2011
Engauge Advertising September 2007 - March 2010
Chipotle Mexican Grill January 1998 - January 2007
Nationwide January 1995 - January 1998
First Union National Bank January 1992 - January 1995
Skills
Advertising, Social Media, Marketing Strategy, Marketing Communications, Social Media Marketing, Email Marketing, Public Relations, Marketing, Market Planning, Online Advertising, Integrated Marketing, Positioning, Hospitality, Strategic Planning, Media Buying, Restaurants, Sales, Franchising, Management, Brand Management, Strategy, Account Management, Leadership, Field Marketing
Education
Franklin University
B.S, Business Administration and Marketing
Franklin University
BS, Marketing
PNC Bank July 2011 - Present
PNC Financial Services Group (formerly National City Bank) January 2007 - July 2011
National City Bank August 2005 - January 2007
First American Bank of GA March 1989 - July 1992
First Union National Bank February 1987 - March 1989
Skills
Banking Software..., Six Sigma, Requirements Management..., Project Management..., SQL, PL/SQL, Access, Financial Analysis, Project Management, Credit, Portfolio Management, Credit Risk, Analysis, Management, Banking, Requirements Analysis, Program Management, Data Analysis, Loans, Financial Risk
Education
Georgia State University - J. Mack Robinson College of Business 1976 — 1982
MBA, Finance
New Jersey Resources June 2015 - Present
PSE&G January 2015 - June 2015
Energy Resources & Trade (PSEG) January 2012 - January 2015
Energy Resources & Trade (PSEG) July 2007 - December 2011
PSEG July 1999 - July 2007
First Union National Bank January 1994 - July 1999
Skills
Commodity Markets, Energy Markets, Energy, Risk Management, Process Improvement, Financial Analysis, Auditing, Trading, Natural Gas, Commodity, Renewable Energy, Financial Modeling, Due Diligence, Project Finance, Energy Industry, Forecasting, Internal Controls, Electric Power, Valuation, Petroleum, Accounting, Mergers & Acquisitions, Sarbanes-Oxley, Smart Grid, Sarbanes-Oxley Act
Education
Georgian Court University 1986 — 1990
Bachelor's degree, Accounting
SunTrust Mortgage June 2015 - Present
Seacoast National Bank December 2013 - May 2015
Envoy Mortgage July 2013 - November 2013
PNC Mortgage March 2012 - July 2013
RBC Bank December 2008 - March 2012
RBC December 2008 - March 2012
SunTrust Mortgage January 2006 - June 2008
Wells Fargo Home Mortgage March 1998 - January 2006
Fidelity Federal March 1996 - March 1998
First Union National Bank January 1985 - March 1996
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Sales Management, FHA, Banking, Refinance, Residential Mortgages, Home Equity, Consumer Lending, Jumbo Loans, HARP Loans, Loan Officer, Loan Origination, VA loans, Retail Banking, Finance, FHA financing, Reverse Mortgages, Certified Mortgage..., Government Loans, Construction Loans, Real Estate, Mortgage Underwriting, Home Equity Loans, Credit Analysis, VA Loans
Education
Florida State University - College of Business
Bachelor of Science, Marketing. Psychology
Chaminade-Madonna High School
Bank of America Senior Operational Risk Specialist, Global Trade Exposure ManagementBank of AmericaOctober 2008 - Present
Bank of America 1999 - Present
First Union National Bank 1997 - 1999
Crestar Bank 1994 - 1997
Richmond Braves 1989 - 1993
Skills
International Trade, Risk Management, Trade Finance, Credit, Banking, Financial Risk, Commercial Banking, Export, Management, Customer Service, Payments, Credit Risk, Relationship Management
Education
George Mason University 1989 — 1993
Bachelor of Science (BS), Sports Management
J.R. Tucker High School 1985 — 1989
Federal Public Defender April 1996 - December 2011
First Union National Bank 1988 - 1994
Education
Georgia State University 1988 — 1993
BS, Criminal Justice
Whitney Bank (Hancock Bank Holding Company) April 2013 - Present
First Horizon National Corporation December 2009 - March 2013
Wells Fargo / Wachovia Bank March 1995 - December 2009
Price Waterhouse 1989 - 1995
First Union National Bank October 1985 - March 1989
Skills
Risk Management, Enterprise Risk..., Operational Risk..., Stress Testing, Credit Risk, Financial Risk, Operational Risk, Financial Analysis, Acquisition Integration, Business Analysis, Financial Services, Basel II, Consumer Lending, Mergers, Financial Modeling, Vendor Management, Process Improvement, Mergers
Education
Guilford College
Bachelor's degree, Accounting
Chevy Chase Bank June 2009 - Present
Chevy Chase Bank June 2009 - Present
Chevy Chase Bank May 2006 - June 2009
Chevy Chase Bank October 1998 - May 2006
Toyota/ Lexus Financial Services January 2004 - March 2005
First Union National Bank March 1995 - October 1998
First Union National Bank January 1996 - May 1998
Toyota/ Lexus Financial Services January 1991 - December 1993
Toyota/ Lexus Financial Services January 1986 - December 1990
General Motors Acceptance Corporation September 1981 - December 1985
Education
Furman University 2006 — 2008
Graduate, Bank Management
Towson University
Business Administration, Marketing/ Management; Bank Management
State of Maryland - DHCD September 2013 - Present
Prince George's Community College 2009 - Present
Mid-Atlantic Real Estate Solutions 2008 - Present
Tristar Realty Inc. 2008 - Present
Washington Management Services 2010 - 2012
Fannie Mae 1999 - 2008
City of Baltimore 1996 - 1999
First Union National Bank 1994 - 1996
Skills
Affordable Housing, Real Estate, Public Speaking, Underwriting, Negotiation, Non-profits, Property, Investment Properties, Short Sales, Contract Management, Team Building, Project Management, Financial Analysis, Customer Service, Coaching, Investors
Education
Hampton University
BS, Mathematics
University of Baltimore
MBA, Business
Western High School
Diploma
Wells Fargo 2012 - Present
Wells Fargo November 2008 - January 2012
Wachovia January 2001 - November 2008
First Union National Bank July 1994 - January 2001
Bank of America January 1992 - July 1994
Texas Instruments March 1983 - January 1992
Skills
Disaster Recovery, Data Center, Integration, Unix, Vendor Management, Telecommunications, SharePoint, Servers, IT Management, Process Improvement, Visio, Computer Operations, System Administration, IT Operations, SDLC, Microsoft SQL Server, Windows, Autosys, Perl, Network Administration, Team Leadership, Operating Systems, Linux, TCP/IP, Technical Support, Shell Scripting, Business Continuity, Solaris, Infrastructure, Change Management, Hardware, ITIL, Security, Enterprise Architecture, Testing, Program Management, CMMI, IT Hardware Support, AIX, Risk Assessment, Operational Risk..., Access, IT Strategy, Information Technology, Leadership, System Deployment, Networking, Management, Service Delivery, Governance
Education
Louisiana Tech University 1980 — 1983
BS, Computer Science
Hinds Community College 1977 — 1983
Music
Clinton High School 1973 — 1977
Diploma, College Prep
Citco March 2015 - July 2015
Lincoln Harris August 2012 - October 2014
Genesis10 December 2011 - August 2012
Bank of America April 2010 - September 2011
Bank of America September 2005 - May 2010
Wachovia 2001 - 2005
First Union National Bank September 1996 - September 2001
Matrix Resources December 1995 - May 1997
Federal Highway Administration 1992 - 1995
Skills
Program Management, Project Management, Change Management, Vendor Management, Enterprise Software, Management, Process Improvement, Project Portfolio..., Leadership, IT Strategy, Strategy, Strategic Planning, Business Analysis, IT Service Management, Risk Management, Software Project..., Information Technology, ITIL, Governance, SDLC, IT Management, IT Operations, Organizational Changes, Team Building, Team Leadership, Enterprise Architecture, Business Intelligence, Service Delivery, Disaster Recovery, Operations Management, IT Governance, Business Process..., Integration, Consulting, PMO, Requirements Analysis, Cross-functional Team..., Infrastructure, Board Presentations, Data Center, Product Management, Business Strategy, Business Development, Product Development
Education
Georgia Institute of Technology 1993 — 1994
Masters, Civil Engineering
University of North Carolina at Charlotte 1989 — 1991
B.S., Civil Engineering
The Citadel 1986 — 1989
Civil Engineering
United Community Bank February 2014 - Present
Park Sterling Bank May 2011 - April 2013
Carolina First Bank November 2006 - May 2011
Carolina First Bank November 2006 - May 2011
Farmers and Merchants Bank March 2006 - November 2006
2006Independence National Bank November 2004 - March 2006
Wachovia 2001 - 2005
First Union National Bank March 1986 - November 2004
Southern Bank & Trust March 1985 - November 2004
Citizens & Southern National Bank of SC September 1971 - March 1985
Skills
Loans, Credit, Portfolio Management, Asset Based Lending, Policy, Commercial Lending, Commercial Banking, Banking, Financial Analysis, Credit Analysis, Small Business Lending, Mergers, Risk Management, Strategic Planning, Underwriting, Risk, Negotiation, Team Building, Due Diligence, Cash Flow, Finance, Financial Risk, Analysis, Credit Risk, Treasury Management, Private Banking, Lines Of Credit, Loan Origination, Consumer Lending, Retail Banking, Mortgage Lending, Commercial Mortgages, Investments, Cash Management, Financial Services, Refinance, Management
Education
University of South Carolina 1979 — 1981
Master, Business Administration
University of South Carolina - The Moore School of Business 1979 — 1981
MBA
Georgia Southern University 1965 — 1969
Bachelor of Business Administration, Marketing
Georgia Southern University - College of Business Administration 1965 — 1969
BBA, Marketing
Wells Fargo 1992 - Present
Wachovia June 1992 - June 2010
First Union National Bank 1992 - 2004
Skills
Program Management, MS Project, Agile Project Management, Problem Solving, Technology..., Social Media, PowerPoint, Strategic Planning, Business Strategy, Social, Mentoring, Planning, Project Planning, Project Portfolio..., Risk Management, Business Analysis, Process Improvement, Leadership, Mergers & Acquisitions, Financial Services, Visio, Coaching, Integration, SDLC
Education
Queens University of Charlotte 1997 — 2001
Art, Business
Harford Community College 1983 — 1987
AA, Computer Operator, Computer Programer Certificates
University of Tampa 1980 — 1982
AA, Fine Arts, Business Management
Wilmington Trust October 2014 - Present
BNY Mellon October 2003 - May 2014
Bank of New York Mellon July 2006 - August 2011
Freddie Mac 2000 - 2003
First Union National Bank 1995 - 2000
Prudential Home Mortgage 1989 - 1995
Skills
Financial Services, Competitive Analysis, Mortgage Banking, Capital Markets, Structured Finance, Securities, Fixed Income, Derivatives, Investments, MBS, Securitization, Mortgage Lending, Finance, Financial Risk, Portfolio Management, Hedge Funds, Valuation, Loans, Risk Management, Bonds, Investor Relations, Asset Management, Due Diligence, Residential Mortgages, Financial Markets, Alternative Investments, Financial Analysis, Banking, Structured Products, Corporate Finance, CMBS, Financial Modeling, Relationship Management, Mergers & Acquisitions, Credit
Education
The George Washington University - School of Business 1989 — 1993
MBA, Finance and Investments
Georgetown University 1981 — 1985
BSBA, Accounting
JLS Associates April 1997 - Present
JLS Associates 1999 - 2013
AmSouth Bank 1992 - 1996
First Union National Bank 1980 - 1992
Skills
Management Consulting, Business Process..., Business Strategy, Change Management, Business Intelligence, Business Analysis, Program Management, Business Transformation, Strategy, Project Portfolio..., Risk Management, Analysis, Analytics, Banking, Business Development, Business Planning, CRM, Commercial Banking, Credit, Cross-functional Team..., Financial Analysis, Financial Services, Governance, Integration, Mergers, Management, Leadership, PMO, Outsourcing, Portfolio Management, Process Improvement, Product Management, Project Management, Requirements Analysis, Start-ups, SDLC, Requirements Gathering, Strategic Planning, Vendor Management
Education
Georgia State University 1974 — 1976
Eat Carolina University 1965 — 1969
Bachelor of Science (BS), Business Administration and Management, General
BB&T October 2005 - Present
BB&T April 2004 - September 2005
Vendors Choice Financial 1999 - 2005
First Union National Bank 1988 - 1998
First RepublicBank 1985 - 1988
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Credit, Portfolio Management, Banking, Risk Management, Underwriting, Finance, Loan Origination, Investments, Financial Risk, Relationship Management, Small Business Lending, Loans, Credit Risk
Education
Golden Gate University 1983 — 1985
MBA, Finance
Penn State University 1975 — 1979
BS, PNGE
UBS A&Q Hedge Fund Solutions March 2000 - Present
Raffaldini Vineyards and Winery LLC January 2001 - Present
Graham Capital Management, L.P. January 1999 - March 2000
Fuji Securities Inc. April 1997 - January 1999
Nippon Credit Trust Company November 1994 - April 1997
Nippon Credit Bank March 1990 - November 1994
First Union National Bank June 1987 - March 1990
Skills
Investments, Business Strategy, Capital Markets, Finance, Risk Management, Alternative Investments, Asset Management, Asset Allocation, Fixed Income, Hedge Funds, Portfolio Management, Equities
Education
New York University 1983 — 1986
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Georgetown University 1981 — 1983
Bachelor of Applied Science (BASc), Economics
Wabash College 1979 — 1981
BB&T January 1998 - Present
First Union National Bank March 1984 - July 1997
Skills
Consumer Lending, Public Speaking, Motivational Speaking, Teaching, Risk Management, Credit Risk, Data Analysis, Loan Portfolio Analysis, Commercial Banking, Loans, Credit Analysis, Customer Service, Program Management, Strategic Planning, Banking, Credit, Team Building, Small Business Lending, Negotiation, Underwriting, Loan Origination, Finance
Education
George Mason University 1974 — 1981
BA, BM, English, Music, Education
Rowan-Cabarrus Community College August 2004 - Present
First Union National Bank January 1984 - June 1996
Education
Georgia Southern University - College of Business Administration 1975 — 1978
BBA, Marketing
Deloitte Corporate Finance February 2012 - Present
Houlihan Lokey May 2008 - May 2011
Fortress Investment Group May 2007 - May 2008
Houlihan Lokey March 2000 - May 2007
First Union National Bank July 1998 - February 2000
Skills
FINRA Series 79, 7, and..., Investment Banking, Mergers, Fairness Opinions, Securities, Derivatives, Purchase Price..., Intangible Assets, Business Valuation, Equities, Valuation, Portfolio Management, Financial Advisory, Mergers & Acquisitions, M&A experience, Venture Capital, Investments, Corporate Finance, Financial Analysis, Private Equity, Divestitures, Strategy, Hedge Funds, Finance
Education
Furman University 1994 — 1998
BA, Business Administration, Political Science
The Bolles School 1991 — 1994
High School
SunTrust Bank 2012 - Present
SunTrust Bank 2009 - 2012
SunTrust Bank 2004 - 2009
SunTrust Bank 1999 - 2004
State of Florida 1999 - 1999
Georgia Tech Research Institute 1998 - 1999
First Union National Bank 1997 - 1998
GTE 1996 - 1996
Attorneys' Title Insurance Fund, Inc 1995 - 1996
TSW International 1994 - 1995
Skills
Process Improvement, Visio, Vendor Management, Business Process, Project Management, Software Project..., Data Analysis, Integration, Disaster Recovery, Business Requirements, Software Documentation, MS Project, Quality Assurance, Analysis, Testing, SDLC, Banking
Education
Harding University
BBA, Business Systems Analysis
Louisiana Tech University
MBA, Management
GS1 US August 2012 - Present
Audible, Inc. April 2011 - July 2012
Bank of America / Merrill Lynch March 2010 - April 2011
Viewpointe LLC. April 2008 - October 2009
Wachovia Bank April 2004 - March 2008
First Union National Bank July 2001 - February 2004
First Unioun Nationl bank June 1997 - July 2001
Skills
User Acceptance Testing, Regression Testing, Test Cases, Requirements Analysis, Quality Center, Testing, Quality Assurance, SharePoint, System Testing, SQL, Test Automation, Microsoft SQL Server, Test Planning, HP Quality Center, QTP, Software Quality..., Manual Testing, SDLC
Education
Computech Institute 1992 — 1993
Diploma in Computer Applications
Gujarat University
BS, Accounting
Regions Bank June 2012 - Present
First Southern Bank November 2010 - June 2012
Florida Capital Bank August 2006 - November 2010
Ewing Loan Advisors July 2004 - August 2006
Florida Bank Inc June 1999 - July 2004
First Union National Bank June 1985 - June 1999
SunTrust Bank December 1983 - June 1985
Florida National Bank June 1981 - November 1983
Office of the Comptroller of the Currency August 1979 - June 1981
Skills
Commercial Lending, Commercial Banking, Problem Asset Management, Loans, Portfolio Management, Credit Analysis, Credit, Underwriting, Training, Credit Risk, Financial Risk, Small Business Lending, Consumer Lending, Banking, Lines Of Credit, Commercial Mortgages
Education
Furman University 1975 — 1979
BA, Accounting
First Baptist High School
Make Today Matter, LLC 2009 - Present
H&R Block January 2007 - Present
Village Center Community Development District (VCCDD) September 2000 - March 2005
First Union National Bank July 1998 - September 2000
Florida Municipal Power Agency (FMPA) 1982 - 1998
Orlando Utilities Commission (OUC) March 1975 - May 1980
Education
Rollins College - Crummer Graduate School of Business 1979 — 1982
MSM
Florida State University 1970 — 1972
BSEd
Seminole State College of Florida 1968 — 1970
AA
Thomas Worthington High School 1964 — 1968
Worthington High School 1964 — 1968
EverBank September 2015 - Present
EverBank December 2013 - Present
Palms Presbyterian November 2012 - December 2013
Wells Fargo 2010 - 2012
Wells Fargo 2006 - 2010
Wachovia Bank, N.A. 2002 - 2006
Wachovia Bank, N.A. 1999 - 2002
Merrill Lynch March 1999 - December 1999
First Union National Bank June 1998 - March 1999
Barnett Bank March 1993 - June 1998
Skills
Change Management, Risk Management, Goal Oriented, CTFA, Team Building, Compliance, Fiduciary Management, Cross Selling, Matrix Management, Microsoft Office, Microsoft Excel, Microsoft Word, SharePoint, Six Sigma, Strategic Planning, KYC, AML, Complaint Management, Business Continuity..., Regulatory Guidelines, Legal Compliance, Service Level Agreements, Customer Retention, Customer Engagement, Event Planning, Trust Services, Private Banking, Investment Management, Training, Vendor Management, Property Management, Banking, Wealth Management..., Financial Risk, Process Improvement, Management, Finance, Financial Services, Investments, Portfolio Management, Wealth Management
Education
Florida State University - College of Business 1990 — 1992
Business Management, Management and Finance
Jacksonville University 1988 — 1990
St. Johns Country Day School 1982 — 1988
Rollins, Inc. August 2000 - Present
NDC February 1999 - July 2000
First Union National Bank May 1985 - October 1989
Skills
IT Audit, Auditing, SEC filings, Sarbanes-Oxley Act, Process Improvement, Internal Controls, Forecasting, Financial Reporting, Internal Audit, Acquisition Integration, Financial Analysis, Budgets, Income Statement, Accounting, Strategic Financial..., Risk Management, Account Reconciliation, Cash Flow Forecasting, Enterprise Risk..., Business Process..., Mergers & Acquisitions, Financial Modeling, Due Diligence
Education
Georgia State University 1980 — 1985
Bachelor of Business Administration (BBA), Accounting
St. Margaret Mary Catholic Church 2010 - Present
AmSouth Bank 2001 - 2003
First Union National Bank 1997 - 2001
Skills
Credit, New Business Development, Program Management, Organizational..., CRM, Team Building, Selling, Change Management, Leadership, Networking, Public Speaking, Leadership Development, Strategic Planning
Education
Florida State University - College of Business 1980 — 1984
Bachelor of Science, Finance
Santander Bank September 2012 - Present
Wells Fargo Bank November 2008 - September 2012
Wachovia, A Wells Fargo Company November 2008 - June 2011
TD Bank January 2006 - July 2008
Hudson United Bank 2002 - 2008
First Union National Bank June 1995 - September 2002
First Fidelity Bank 1991 - 1995
First National Bank of Toms River 1973 - 1991
Skills
Commercial Lending, Credit, Asset Based Lending, Commercial Mortgages, Banking, Coaching, Financial Analysis, Sales Management, Customer Service, Leadership, Team Building, Small Business Lending, Loans, Commercial Banking, Mortgage Lending, Management, Relationship Management, Retail Banking, Lines Of Credit, Branch Management, Credit Analysis, Consumer Lending, Loan Origination, Cross Selling, Portfolio Management, Risk Management, Cash Management, Financial Services, Branch Banking, Finance, Refinance, Underwriting, Mutual Funds, Credit Risk, Series 63, Wealth Management
Education
Georgian Court University 1973 — 1985
Bachelor of Science, Business Administration
Georgian Court College 1973 — 1975
Bachelor of Business Administration (B.B.A.), Business Administration
Ocean County College 1971 — 1973
as, Mathematics
Florida Board of Professional Engineers August 2010 - Present
Florida Association of District School Superintendents March 1995 - March 2009
Florida Association of District School Superintendents, Inc March 1995 - March 2009
Lehman, Moore & Associates, CPA's March 1994 - February 1995
Big Bend Transit July 1992 - March 1994
Big Bend Transit, Inc July 1992 - March 1994
Wanda A January 1991 - April 1993
First Union National Bank August 1981 - March 1990
Education
Florida State University - College of Business 1990 — 1992
Bachelors, Entreprenuership and Small Business Management
Florida State University - College of Business 1990 — 1992
Bachelors, Business Management
Buchholz High School
High School Diploma
Florida State University
BS; BS, Entrepreneurship and Small Business Management and; General Management
Santa Fe Community College
AA, Business Management
SPX Corporation October 2014 - Present
Marley Engineered Products August 2013 - October 2014
Curo Health Services, Inc. December 2012 - June 2013
Health Management Associates April 2010 - August 2012
Lake Norman Neurological June 2008 - April 2010
Piedmont HealthCare November 2000 - August 2007
Piedmont Healthcare January 1999 - January 2000
First Greensboro Home Equity 1998 - 1999
First Union National Bank 1996 - 1998
Skills
ICD-9, HCPCS, Health Insurance, Healthcare Management, Healthcare, Medical Billing, Workers' Compensation..., Claims Handling, Claims Resolution, Medicaid, Medical Coding, Invoicing, Medicare, Medical Records, Microsoft Excel, Practice Management, CPT, Accounts Receivable, Data Entry, Finance, NextGen, Appointment Scheduling, Accounts Payable, Office Management, Insurance, HIPAA, Accounting
Education
Gardner-Webb University 2008 — 2010
Bachelor's Degree, Business Administration
Wilkes Community College 1995 — 1997
Associate Degree, Microcomputer Systems Technology
Windstream Communications Inc. - NuVox Communications August 2008 - July 2010
MBI Financial Staffing Inc. November 2007 - August 2008
Charlotte Metro Credit Union April 2004 - April 2008
MacBeth Group, L.L.C. April 1999 - April 2004
Barclays of America February 1988 - December 1990
First Union National Bank April 1986 - September 1987
KPMG (Peat, Marwick, Mitchell & Co.) August 1984 - April 1986
Education
Haslam College of Business at the University of Tennessee
BS, Accounting
BBVA Compass October 1999 - Present
First Union National Bank October 1997 - October 1999
Central and Southern National Bank October 1994 - October 1997
NationsBank 1990 - 1993
Skills
Commercial Lending, Loans, Portfolio Management, Lines Of Credit, Banking, Consumer Lending, Credit, Credit Analysis, Small Business Lending, Commercial Banking, Treasury Management, Retail Banking, Loan Origination, Commercial Mortgages, Credit Risk, Mortgage Banking, Mortgage Lending, SBA
Education
Georgia College and State University 1995 — 1996
BA, Accounting
Mercer University - Stetson School of Business and Economics 1990 — 1993
MBA, Finance
Georgia Institute of Technology 1985 — 1989
BS, Management
State Farm July 2015 - Present
Francis Cove United Methodist Church June 2001 - Present
Haywood Community College Foundation March 2010 - June 2015
SunTrust Bank March 2002 - October 2008
First Union National Bank March 1992 - March 2002
Skills
Grant Writing, Volunteer Management, Community Outreach, Nonprofits, Public Speaking, Program Development, Leadership Development, Strategic Planning, Higher Education, Grants, Teaching, Staff Development, Public Relations, Event Planning, Non-profits, Editing, Philanthropy, Event Management, Research, Stewardship, Organizational..., Social Media, Microsoft Office, Program Management, Team Building, Annual Giving, Marketing Communications, Marketing, Financial planning
Education
Strayer University 2008 — 2009
Bachelor of Business Administration (BBA), Business - Finance
Haywood Community College 1978 — 1980
Associate of Science (AS), Business Administration and Management, General
EIA Global September 1998 - Present
State Street Bank 1996 - 1998
NationsBank July 1994 - September 1996
First Union National Bank March 1990 - July 1994
Shawmut Bank June 1979 - December 1989
Education
Georgetown University 1977 — 1979
M.S.F.S., Foreign Service
Tufts University 1973 — 1977
B.A.
Capital One June 2008 - Present
Wachovia, A Wells Fargo Company 2001 - 2008
First Union National Bank 1998 - 2001
CoreStates Bank 1986 - 1998
Skills
Real Estate Transactions, Asset Management, Commercial Real Estate, Due Diligence, Commercial Banking, Credit, Investments, Financial Analysis, Mortgage Lending, Real Estate Development, Valuation, Commercial Lending, Financial Modeling
Education
Saint Joseph's University - Erivan K. Haub School of Business 1989 — 1992
MBA, Finance
Franklin & Marshall College 1982 — 1986
BA, Business Administration
Michelin June 2011 - Present
sanofi-aventis February 2006 - December 2010
BB&T January 2003 - January 2006
NBSC, a division of Synovus Bank November 2000 - January 2003
First Union National Bank March 1998 - November 2000
TNS Mills, Inc. August 1994 - March 1998
Skills
Account Management, Budgets, Business Development, Business Strategy, Coaching, Healthcare, Investments, Key Account Management, Leadership, Management, Marketing, Marketing Strategy, Medical Devices, New Business Development, Pharmaceutical Industry, Pharmaceutical Sales, Process Improvement, Product Launch, Program Management, Product Development, Sales, Sales Force Development, Sales Effectiveness, Sales Management, Sales Operations, Sales Process, Selling, Strategic Planning, Territory Management, Training, B2B
Education
Furman University 1990 — 1994
BA, History
Integrated Management Resources Group, Inc. (IMRG< Inc.) October 2009 - Present
IMRG, Inc. September 1998 - September 2009
IMRG, Inc. September 1998 - September 1999
Office Specialists, Inc. February 1997 - September 1998
Office Specialists, Inc February 1996 - February 1997
First Union National Bank June 1988 - February 1996
Skills
Benefits Administration, Employee Benefits, Recruiting, Applicant Tracking..., Sourcing, Screening, Internet Recruiting, Performance Management, Onboarding, Training, Employee Relations, Technical Recruiting, Talent Acquisition, Interviews, Human Resources, Contract Recruitment, Management, Outlook, Employee Training, Business Development, Access, Temporary Placement, Consulting, Benefits Negotiation, Talent Management, Employee Engagement, Leadership, Vendor Management, Customer Service, SDLC, Executive Search, CRM, Microsoft Excel, Administration, PowerPoint
Education
Georgia State University - J. Mack Robinson College of Business 1990 — 1995
Master's of Science, Personnel and Employment Relations
Georgia State University 1986 — 1990
Bachelor's of Business, Business Administration
Susquehanna Bank April 2013 - Present
Susquehanna Bank February 2012 - April 2013
Susquehanna Bank October 2011 - February 2012
Abington Bank March 2007 - October 2011
Harleysville National Bank 2006 - 2007
First Union National Bank January 1993 - February 1998
Mahopac National Bank 1991 - 1993
Skills
Customer Service, Banking, Customer Relations, Microsoft Office, Excel, Retail, Loans, Notary Public, NMLS Licence, Teach Children To Save...
Education
Goucher College 1982 — 1985
Westchester Community College 1984 — 1984
BANKING July 2011 - September 2012
Wells Fargo January 2009 - June 2011
Wachovia Bank January 2005 - December 2009
First Union National Bank June 2000 - December 2004
Skills
Loans, Commercial Lending, Private Banking, Wealth Management, Mortgage Lending, Credit, Consumer Lending, Small Business Lending, Series 7, Banking, Commercial Banking, Credit Analysis, Lines Of Credit, Wealth Management..., Portfolio Management, Loan Origination, Series 63, Investments, Retail Banking, Series 65, Life and Health..., Deposits, Financial Advisory, Relationship Management, Strategic Financial..., Mutual Funds, Insurance
Education
Guru Nanak Dev University 1995 — 1997
Master's degree, Physical Sciences
Hans Raj Mahila College 1989 — 1994
Bachelor's degree, Physical Sciences
US Trust March 2009 - Present
US Trust, Bank of America Private Wealth Management June 2000 - March 2009
First Union National Bank December 1996 - June 2000
First Union National Bank May 1995 - December 1996
Skills
Investments, Portfolio Management, Investment Strategies, Mutual Funds, Investment Management, Wealth Management..., Retirement, Philanthropy, Wealth Management, Alternative Investments, Asset Allocation
Education
Hampden-Sydney College 1989 — 1993
BA, Economics
The Lawrenceville School 1987 — 1988
Santander Bank, N.A. February 2014 - Present
Citizens Bank 2002 - December 2013
First Union National Bank 1996 - 2001
Skills
Mortgage Lending, Team Building, Consumer Lending, Coaching, Small Business Lending, Credit Analysis, Loan Origination, Credit, Commercial Lending, Customer Service, Branch Management, Banking, Lines Of Credit, Retail Banking
Education
Goldey-Beacom College
Bachelor's degree, Accounting
Lowes May 2000 - Present
Lowe's Home Improvement May 2000 - Present
First Union National Bank August 1995 - May 2000
Skills
Journal Entries, General Ledger, Payroll
Education
Gardner-Webb University 2000 — 2002
Bachelor, Business Administration
Wilkes Community College 1994 — 1997
Associates, Administrative Office Technology
ShowPros January 2001 - Present
First Union National Bank September 1950 - June 1995
First Union National Bank September 1950 - June 1995
Skills
Social Media, Customer Service, Social Media Marketing, Event Management, Public Relations, Theatre, Advertising, Public Speaking, Film, Event Planning, Video Production, Film Production, Marketing, Marketing Strategy, Television, Strategic Planning, Video, Facebook, Corporate Events, Social Networking, Press Releases, Media Relations, Copywriting, Creative Direction, Creative Writing, Pre-production, New Media, Sponsorship, Music, Reality, Independent Film, Online Advertising, Final Draft, Blogging, Publicity
Education
Guilford College
UNC-G
Palmetto GBA November 2007 - Present
Clark Brady & Associates, LLP March 2007 - October 2007
City of Columbia December 2006 - March 2007
South Carolina Lottery Commission April 2006 - November 2006
Scott and Company, LLC August 2003 - April 2006
Safety-Kleen October 2001 - May 2003
Moore Beauston & Woodham LLP February 1999 - October 2001
First Union National Bank March 1998 - November 1998
BI-LO, LLC October 1996 - February 1998
Columbia County Board of Commissioners April 1995 - September 1996
Skills
Internal Controls, Auditing, Internal Audit, Accounting, Financial Reporting, GAAP, External Audit, US GAAP, Assurance, General Ledger, Financial Analysis, Financial Accounting, Accounts Payable, Account Reconciliation, Financial Statements, Financial Audits
Education
Georgia Southern University 1985 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
Cherokee County Schools August 2006 - Present
Leon County Schools August 1998 - June 2006
First Union National Bank 1986 - 1998
Education
Grand Canyon University 2005 — 2007
Master's degree, Special Education and Teaching
University of South Florida 1995 — 1997
Bachelor of Applied Science (B.A.Sc.), Communication Sciences and Disorders, General
SunTrust Bank December 2014 - Present
BB&T July 1994 - September 2014
First Union National Bank January 1987 - July 1994
Skills
Microsoft Office, Microsoft Word, Research, Microsoft Excel, PowerPoint, English, Photoshop, Customer Service, Outlook, Windows, HTML, Teaching
Education
High Point University 1967 — 1971
Accounting & Finance
Wells Fargo Treasury Management February 2013 - Present
Wells Fargo November 2008 - February 2013
Wachovia Bank March 2008 - November 2008
Wachovia June 2003 - March 2008
Wachovia May 1996 - June 2003
First Union National Bank April 1990 - May 1996
Skills
Banking, Commercial Banking, Credit, Financial Services, Loans, Mortgage Lending, Sales, Treasury Management, Relationship Management, Management, Cross Selling, Credit Analysis
Education
Georgia State University 2001 — 2005
Bachelor's degree, Sociology
Dalton Strategic Advisory Services, LLC June 2014 - Present
Regions Financial Corporation June 2008 - June 2014
Wachovia Secutities January 2000 - June 2008
First Union National Bank January 1992 - January 2000
SunTrust January 1974 - December 1991
Skills
Customer Service, Management, Strategic Planning, Microsoft Office, Sales, Marketing, Leadership, Microsoft Excel, Marketing Strategy, Investment Banking, Mergers & Acquisitions
Education
Georgia State University 1977 — 1978
Master of Business Administration (MBA), Accounting and Finance
West Fulton High School 1962 — 1965
High School graduate