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
Pearlz -N- Ink May 2011 - Present
H.L. McCrorey Family YMCA June 2000 - Present
AXA Equitable May 1999 - February 2011
First Union National Bank January 1993 - May 1999
Skills
Event Management, Event Planning, Social Media, Entrepreneurship, Entertainment, Social Media Marketing
Education
Montreat College 2004 — 2008
Business Management, Business
The Sales Institute, Inc April 2000 - Present
The Sales Institute, Inc December 2012 - Present
Clarity Advantage Corporation 2000 - Present
The Sales Institute, Inc. April 2000 - Present
TSI The Sales Institute, Inc. January 2014 - Present
First Union National Bank April 1988 - April 2000
First Union National Bank April 1983 - April 1988
First Union National Bank December 1978 - April 1983
Skills
Coaching, Leadership, Sales Management, Sales Process, Banking, Management, Strategic Planning, Small Business, New Business Development, Sales, Training, Commercial Banking, Experienced Trainer, Negotiation, Public Speaking, Marketing, Leadership Development, Marketing Strategy, Strategy, Marketing Communications, Business Development, Risk Management, Customer Service, Research, Business Strategy, Retail, Management Consulting, Small Business Marketing, Media Planning, Presentation Coaching
Education
Webster University 1974 — 1976
M.A., Business Management
North Carolina Agricultural and Technical State University 1965 — 1969
B.S., Music Education
PCRF NJ Chapter March 2013 - Present
TANWEER, The Arab~American Family Center of New Jersey 2006 - 2009
Volunteering 1999 - 2006
First Union National Bank 1998 - 1999
WPIX News 1989 - 1990
Skills
Social Networking, Fundraising, Event Planning, Non-profit Leadership, Community Outreach, Finance, Social Media, Fixed Annuities, Nonprofits, Insurance, Public Speaking, Strategic Planning, Research
Education
University of South Florida 1994 — 1997
M.B.A., Finance, General
Montclair State University 1985 — 1989
B.A., Communication and Media Studies
Levy Jewelers September 2012 - Present
Omega Retail USA April 2012 - September 2012
King Jewelers September 2009 - April 2012
Carlyle & Co. May 1999 - September 2009
First Union National Bank January 1998 - July 2007
First Union National Bank April 1992 - January 1998
Skills
Timepiece expert,..., Leadership, New Business Development, Team Building, Sales Management, Sales, Business Development, Recruiting, Sales Operations, Sales Process, Forecasting, Retail, Microsoft Excel, CRM, Marketing, Budgets, Event Management, Merchandising, Jewelry, Management, Marketing Strategy, Visual Merchandising, Watches, Luxury Goods, Fashion, Store Management, Wholesale
Education
Gemological Institute of America (GIA) 2007 — 2008
Gemology
Middle Tennessee State University 1992 — 1996
Business, Economics
Mercury Insurance August 2012 - Present
Mercury Insurance Group 2007 - August 2012
Mercury Insurance May 2007 - August 2009
FPC National 2006 - 2007
Lisa Frank, Inc. May 2003 - January 2006
First Union National Bank 1998 - 2000
Viga Technologies 1995 - 1995
Skills
Employee Relations, Performance Management, Full-cycle Recruiting, Talent Acquisition, Recruiting, Workers Compensation, Employee Benefits, SDLC, Succession Planning, Management, Risk Management, Human Resources, Leadership, Conflict Resolution, Payroll, Temporary Placement, College Recruiting, Onboarding, Applicant Tracking..., Talent Management, Personnel Management, Team Building
Education
National University 1998 — 2000
BBA, Business
The University of Arizona 1995 — 1998
Goodlettsville Area Chamber of Commerce October 2011 - Present
Better Business Bureau August 2008 - October 2011
Transworld Systems 2001 - 2005
F. William Taylor, DDS, MS, PC 1996 - 2000
First Union National Bank 1989 - 1996
Skills
Team Building, Public Speaking, Strategic Planning, Management, Small Business, Marketing, Event Planning, Fundraising, Customer Service, Social Media, Training, Nonprofits, Entrepreneurship, Teaching, Public Relations, Leadership Development, Social Media Marketing, Contract Negotiation, Marketing Strategy, Coaching, Sales, Leadership, Sales Management, Social Networking
Education
Middle Tennessee State University 1985 — 1989
Bachelor of Business Administration, Business Administration
Hendersonville High School
Wells Fargo July 2012 - Present
Wells Fargo December 2009 - July 2012
Wells Fargo March 2009 - December 2009
Wells Fargo November 2007 - March 2009
CFIC Home Mortgage September 2005 - September 2006
Wilmington Finance November 2001 - July 2005
First Union National Bank January 2001 - November 2001
Skills
Loans, Mortgage Lending, Credit, Mortgage Banking, Credit Analysis, Commercial Lending, Banking, Loan Origination, Refinance, FHA, Consumer Lending, Commercial Banking, Portfolio Management, Team Leadership, Customer Service, Collections, Loan Work-outs, Negotiation, Employee Training, Credit Risk
Education
Nassau Community College
Wells Fargo November 2014 - Present
Bank of America January 1998 - November 2014
First Union National Bank January 1992 - January 1998
People's United Bank January 1985 - January 1992
Skills
Team Leadership, Team Building, Coaching, New Business Development, Retail Banking, Human Resources, Customer Service, Mortgage Lending, Consumer Lending, Account Management, Loans, Credit, Banking, Lead Generation, Knowledge Management, Small Business Lending, Cross Selling, Relationship Management, Mortgage Banking, Loan Origination, Risk Management, Commercial Lending, Commercial Banking, Financial Services, Credit Analysis, Credit Cards, Portfolio Management, Finance, Sales, Lines Of Credit, Credit Risk, Cash Management, Investments
Education
Mercy College
US Bank Home Mortgages June 2000 - April 2003
First Union National Bank October 1997 - June 2000
Skills
Microsoft Excel, Microsoft Word
Education
Miami Dade College 2006 — 2006
certificate, computer training
Parkland College 1988 — 1988
Banking Courses
Universidad Latina de Costa Rica
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Central Hudson Gas & Electric April 2004 - Present
American Craft Council January 2001 - April 2004
First Union National Bank June 1992 - August 2000
Education
Marist College 1997 — 2000
BS, Computer Information Systems
Morrisville College 1991 — 1993
AAS, Business/Marketing
Early Warning Services May 2009 - Present
Wells Fargo Bank January 2009 - May 2009
Wells Fargo January 2009 - April 2009
Wachovia Bank 2000 - 2008
Spectrum EBP 1999 - 2002
First Union National Bank December 1983 - April 2000
Skills
Banking, Credit Card Fraud, Payments, E-commerce, Internet Banking, Product Development, Team Building, Financial Risk, Product Management, Financial Services, Payment Systems, Electronic Payments, Fraud Detection, Credit Cards, Team Leadership, Consortium, Risk Management, Mobile Payments, Business Analysis, Retail Banking, Sales Management, Strategic Planning, Debit Cards, Fraud, Payment Card Processing, Treasury Management, Vendor Management, Business Requirements, Business Strategy, Strategy, Process Improvement, Business Development, Analytics, Cards, Operational Risk...
Education
North Carolina State University 1979 — 1983
BS, Computer Science
TIAA-CREF May 2012 - Present
TIAA-CREF December 2010 - May 2012
TIAA-CREF August 2007 - December 2010
Allstate Insurance Company May 2001 - August 2007
Design Associates August 2000 - February 2001
First Union National Bank June 1999 - August 2000
Skills
International Relations, Retirement Planning, Wealth Management, Retirement, Investments, Strategic Financial...
Education
North Carolina State University 2003 — 2006
MA, International Studies
University at Albany, SUNY 1998 — 1999
MA, Russian Language and Literature
University of North Carolina at Asheville 1993 — 1998
BA, Political Science/International Relations
Saint Petersburg State Polytechnical University 1996 — 1997
Certificate, Russian Language
"Self Employed" 2005 - Present
Jack Frost & Big Bolder 2002 - 2005
First Union National Bank 2000 - 2002
BMG Entertainment 1991 - 1994
Joshua Bailey & Co, Inc 1989 - 1990
State Bank of India 1988 - 1989
Skills
Commercial Banking, Loans, Portfolio Management, Retail Banking, Microsoft Word, Business Analysis
Education
New York University - College of Dentistry 2015 — 2018
Dental Hygiene/Hygienist
LaGuardia Middle College High School
High School, Accounting and Business/Management
Wells Fargo Bank November 1999 - Present
Wachovia Corporation November 2002 - June 2008
First Union National Bank 1999 - 2002
SB Phillips Company April 1998 - November 1999
Dillards March 1995 - March 1998
Skills
Marketing, Corporate Events, Trade Shows, Event Management, New Business Development, Marketing Communications, Strategy, Customer Service, Program Management, Management, Strategic Planning, Marketing Strategy, Email Marketing, Event Planning, Direct Marketing, Lead Generation, Social Media Marketing
Education
Meredith College
Bachelor’s Degree
Meredith College
Dorman Home Remodeling, Inc. September 2002 - Present
Carrollton Bank September 2001 - January 2003
First Union National Bank May 1995 - May 2001
First American Bank of Maryland July 1988 - May 1995
Skills
Basements, Bathrooms, Renovation, Budgets, Customer Service, Contract Negotiation, Construction, Social Media Marketing
Education
Johns Hopkins University
Master’s Degree, Marketing and Sales Management
University of Maryland College Park 1985 — 1988
BS, Marketing
Mount St. Mary's University 1984 — 1985
Business
Apple December 2012 - Present
Apple January 2012 - December 2012
Co-Co Prints, Inc. 1997 - December 2011
Apple 1995 - 1997
First Union National Bank 1994 - 1995
Apple 1991 - 1994
Skills
iOS, iPhone, Public Speaking, Mac OS X, Leadership, Mobile Devices, Team Building, Mobile Applications, Management, Cross-functional Team..., Project Management, Team Management, Team Leadership, Communication Skills, Strategic Partnerships, Hardware, OS X, Technical Support, Mac OS, iPad, Program Management
Education
North Carolina State University 1989 — 1994
BS, Business Mgt, Intl Finance, Engineering
Charlotte Christian
DC / Prince George's County Public Schools September 2011 - Present
Home Energy Retrofit Consultants September 2009 - August 2011
Sheppard Pratt November 2005 - September 2009
Baltimore County Public Schools May 2002 - December 2004
First Union National Bank June 1999 - January 2002
United States Army September 1991 - December 2000
Skills
Budgets, Public Speaking, Community Outreach, Nonprofits, Staff Development, Leadership Development, Curriculum Development, Coaching, Instructional Design, Organizational..., Non-profits, Microsoft Office, Management, Program Management, Program Development, Fundraising, Training, Strategic Planning, Team Building, Teaching, Process Improvement, Social Media, E-Learning
Education
Morgan State University
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
University of Phoenix 2011 — 2014
Master of Education (M.Ed.), Educational/Instructional Technology, 3.1
Liberty National Life Insurance Company September 2013 - Present
Wells Fargo Advisors 2011 - 2013
Wells Fargo Advisors 2003 - 2011
First Union National Bank 2000 - 2001
First Union National Bank 1997 - 2000
Dover Mortgage Company 1996 - 1997
Yates Faison, Esq. 1994 - 1996
Skills
Series 7, Series 63, Customer Service, Creative Problem Solving, Highly detail oriented, Maintaining Strong..., Life Insurance and..., Mortgage Lending, Securities
Education
Montreat College 2002 — 2004
Business Administration and Management, General
North Carolina Community College System August 2013 - Present
Carolina Panthers September 2013 - Present
EdGash.Com - February 2012 - August 2013
Octapharma Plasma, INC.. February 2010 - March 2012
Eagle Wings - "Where Leaders Learn To Soar" INC November 2000 - May 2010
First Union National Bank November 1992 - November 2000
Skills
Management Succession, Talent Development, Team Performance, Organizational..., Executive Development, Program Facilitation, Large Group Facilitation, Retreat Facilitation, Career Development, Learning Architect, Blended Learning, Situational Leadership..., Strategic Planning..., Remote Team Management, Distance Learning, Remote Support, Contract Development, Classroom Training, Customization, Situational Leadership, Performance Management, Coaching, Onboarding, Change Management, Training, Team Building, Training Delivery, Instructional Design, Leadership, Process Improvement, Succession Planning, Employee Engagement, Management Development, Public Speaking, Classroom, Talent Management, Workshop Facilitation, Organizational..., ADDIE, Personal Development, Culture Change, Leadership Development, Executive Coaching, Strategic Planning, Retreats, Business Process..., Employee Training, Team Leadership, E-Learning, Contract Management
Education
University of North Carolina at Charlotte
Master's degree, Adult Education
North Carolina State University
Bachelor's degree, Social Psychology
Brevard High School
CitiBank March 2015 - Present
Wells Fargo March 2014 - Present
Citi through Adecco September 2014 - February 2015
LoanCare, A ServiceLink Company April 2014 - September 2014
Wells Fargo Home Mortgage April 2012 - January 2013
Wachovia Bank, a Wells Fargo Company 2001 - 2012
First Union National Bank 1998 - 2001
CoreStates New Jersey National Bank 1988 - 1998
New Jersey National Bank 1982 - 1988
Skills
Banking, Training, Call Centers, Customer Service, Coaching, Training Delivery, Outlook, Microsoft Excel, Microsoft Office, Leadership Development, Retail Banking, Live Meeting, Lotus Notes, Public Speaking, Team Building, Call Center, Time Management, Microsoft Word, Mortgage Banking, Customer Relations, Mentoring, PowerPoint, Word, Excel, Problem Solving, Compliance, Branch Operations, Branch Management, Teller Operations, Instructing, Active Listening, Monitoring Performance, LCD Projectors, Active Learning, MSP, Pacer, Branch Banking, Small Business, LexisNexis, Investigation, AML
Education
Marshall University 1972 — 1975
St. Marys High School
TIAA-CREF November 2009 - February 2013
Wells Fargo Advisors March 2002 - October 2009
Bank of America January 1999 - March 2002
First Union National Bank 1997 - 1999
Skills
Essbase, Smartview, Microsoft Excel, Access, Visual Basic, Forecasting, Netflow, Financials, Budgets, Banking, Strategic Planning, Microsoft Office, Research, Negotiation, Customer Service, English, PowerPoint, Windows, Photoshop, Microsoft Word, Outlook, Finance, Financial Modeling, Business Analysis
Education
Strayer University (DC) 2010 — 2012
Master's degree, Finance, 3.92/4.0
North Carolina State University 1988 — 1993
Bachelor's degree, Accounting
Parkwood High School
Marsh & McLennan Companies, Inc. 2004 - Present
EdisonLearning 2000 - 2002
Loewes Cineplex 1999 - 2000
Circle Housing 1997 - 1998
London Borough of the City of Westminster 1995 - 1997
First Union National Bank 1986 - 1995
Skills
Customer Service, Microsoft Office, Underwriting, Insurance, Strategic Planning, Budgets, Change Management, Management, Risk Management, Vendor Management, Process Improvement
Education
New School University 2001 — 2005
Bachelor of Arts (B.A.), Creative Writing, 4.0 GPA
Miami Dade College 1993 — 1995
Associate of Arts (A.A.), Photography, 4.0 GPA
CEM Corporation February 2014 - Present
American Tire Distributors July 2013 - October 2013
Accenture December 2011 - July 2013
ACN, Inc. June 2008 - December 2011
First Charter Bank August 2007 - April 2008
BANK OF AMERICA, N.A. September 2005 - May 2007
WACHOVIA SECURITIES June 2002 - February 2004
VMS, INC. November 1999 - June 2002
FIRST UNION NATIONAL BANK August 1990 - November 1999
Skills
Microsoft Excel, Hyperion Enterprise, PeopleSoft, nVision, SAP, QuickBooks, Quicken, Microsoft Office, Microsoft Word, Access, General Ledger, Variance Analysis, Accounting, Sarbanes-Oxley Act, Financial Analysis, Process Improvement, Financial Reporting, Budgets, Finance, Accruals, Cost Accounting, Forecasting
Education
Marshall University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Long & Foster Companies February 2008 - Present
Merck September 1989 - August 1993
First Union National Bank September 1987 - 1988
Skills
Real Estate, Purchasing Negotiation, Sellers, New Home Construction, 55+ Communities, Home Staging, Marketing Real Estate..., Skilled at Photoshoping..., Customer Service, Publisher, Word & EXCEL...
Education
Blair Academy
Mary Baldwin College
Bachelor of Arts, Economics
Gateway to Employment January 2012 - Present
Beverly Knits, Inc. October 1987 - October 2011
First Union National Bank March 1985 - September 1987
Education
Meredith College 1980 — 1984
BS, Home Economics - Fashion Concentration
Ashbrook High School, Gastonia, NC 1977 — 1980
HS Diploma
Piedmont Community College January 2009 - December 2011
SunTrust Bank (retired) April 1997 - January 2008
First Union National Bank January 1995 - January 1997
Mercantile-Safe Deposit & Trust Company January 1993 - January 1995
Huntington Bank January 1988 - January 1993
Mountain State Bank January 1985 - January 1988
Wheat First Securities January 1982 - January 1985
Skills
Academic Research, Academic Writing, Management, Research, Portfolio Management, Marketing, Finance, Banking, Policy Analysis, Strategic Planning, Analysis, Financial Analysis, Investments, Public Speaking, Customer Service, Risk Management, Leadership, Data Analysis, Business Development, Asset Allocation, Investment Management, Series 7, Entrepreneurship, Higher Education, Nonprofits, Economics, Leadership Development, Fundraising
Education
North Carolina State University 2003 — 2005
MA, Economic Policy Analysis
Ohio University 1990 — 1992
MBA, Finance
West Virginia University 1972 — 1976
BS, Agriculture
PHS
PHS
Wells Fargo Bank September 2009 - Present
Wachovia November 2006 - March 2010
Hewitt Associates November 2005 - November 2006
Wachovia Bank May 2001 - November 2005
First Union National Bank 1998 - May 2001
First Union National Bank July 1995 - 1998
First Union National Bank 1994 - 1995
First Union Mortgage Corporation August 1992 - 1994
Education
Montreat College 2000 — 2002
Business Administration
Financial Management Solutions Inc. November 2008 - Present
Triad Financial 2006 - 2008
National Auto Finance 2001 - 2006
Chevy Chase Bank 1996 - 2000
First Union National Bank 1989 - 1996
Skills
CRM, Management, Sales, Analysis, Marketing, Strategy, Strategic Planning, Leadership, Banking, Credit, Training, Business Development, Process Improvement, Vendor Management, Forecasting, Team Building
Education
Marquette University 1980 — 1984
Bachelor of Science, Business Administration
LPL Financial July 2014 - Present
Fifth Third Bank May 2012 - July 2014
Wells Fargo November 2010 - May 2012
TradeKing February 2010 - November 2010
WACHOVIA/WELLS FARGO December 2007 - September 2009
TIAA-CREF April 2006 - September 2007
TIAA-CREF March 2004 - April 2006
TIAA-CREF March 2002 - February 2004
TIAA-CREF September 2000 - February 2002
First Union National Bank July 1999 - August 2000
Skills
Investments, Retirement Planning, Retirement, Mutual Funds, IRAs, Life Insurance, Wealth Management..., Estate Planning, 529 Plans, Disability Insurance, Social Security, Financial Advisory, Qualified Retirement..., Options, Securities, Series 7, Series 66, Loans, Sales, Banking, Accounting, Credit, Wealth Management, Insurance, Fixed Annuities, Variable Annuities, 401k, 403b, Pensions, Relationship Management, FINRA, Diversification, CDS
Education
Minnesota State University, Mankato 1990 — 1995
B.S. Psychology
First Citizens Bank, Wealth Management Group 2014 - Present
Manton Consulting 2004 - 2014
Bank of America 2000 - 2004
First Union National Bank 1993 - 1999
COMPU-Help PC Consultants 1989 - 1993
Skills
Business Strategy, New Business Development, Management Consulting, Sales Management, Financial Analysis, Business Development, Strategic Planning, Data Management, Information Technology, Project Management, Proces, Vendor Management, Executive Management, Entrepreneurship, Trading Systems, Investment Compliance, Compliance, Risk Management, Strategy, Business Process, Finance, Banking, Change Management, Management, Portfolio Management, Leadership, Sales, Consulting, Integration
Education
New York Institute of Technology 1978 — 1986
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Ecomics
Stonecrest Financial March 2015 - Present
Independent Consultant September 2013 - March 2015
Family Office Exchange May 2011 - January 2013
Huron Consulting Group September 2009 - May 2011
Santa Fe Investment Advisors February 2008 - January 2009
Hovde Capital October 2003 - November 2006
Banc of America Securities October 2001 - September 2003
Interland Corporation February 1997 - December 2000
First Union National Bank June 1995 - January 1997
Western Federal Savings Bank/Resolution Trust Corp. March 1992 - April 1995
Skills
Hedge Funds, Alternative Assets, Real Estate, Banking, Client Services, Investments, Alternative Investments, Financial Services, Asset Managment, Portfolio Management, Due Diligence, Asset Management, Securities, Communication Skills, Strategic Planning, Private Equity, Fund Of Funds, Venture Capital, Investor Relations, Corporate Finance, Finance, Financial Advisory, Financial Markets, Asset Allocation
Education
Loyola Marymount University
Bachelor's degree
Loyola Marymount University
Bank of America June 2012 - Present
Bank of America September 1997 - June 2012
First Union National Bank September 1990 - October 1997
Mutual Savings and Loan August 1988 - September 1990
Skills
Mortgage Banking, Banking, Mortgage Lending, Loans, Credit Analysis, Commercial Lending, Credit, Loan Origination, Commercial Banking, Consumer Lending, Credit Risk, Finance, Financial Risk, Financial Services, Residential Mortgages, Retail Banking, Risk Management, Portfolio Management, Process Improvement, FHA, Treasury Management, Underwriting
Education
University of North Carolina at Charlotte 1986 — 1988
BA, Business Administration and Economics
North Carolina State University 1984 — 1986
Wells Fargo March 2015 - Present
Ally Financial Inc. March 2014 - Present
Duke Energy Corporation September 2013 - Present
BB&T July 2012 - September 2013
Ally Financial Inc. through VACO October 2009 - July 2012
CA Inc. May 2007 - October 2009
TIAA-CREF 2005 - 2007
First Union National Bank 2000 - 2002
Education
Norfolk State University 1985 — 1990
BS, Accounting
Marshall-Walker High School
Marshall-Walker High School
Marshall-Walker High School
Marshall-Walker High School
Apple April 2011 - Present
Wells Fargo September 2009 - March 2011
Polivec Inc September 2008 - August 2009
Zoniac Inc November 2001 - August 2008
First Union National Bank December 2000 - October 2001
Sun Microsystems September 1999 - November 2000
ACME Inc October 1998 - August 1999
Clarify Inc July 1997 - September 1998
Cybercom April 1996 - June 1997
Informix Software November 1995 - March 1996
Skills
Hibernate, Struts, Ant, Tomcat, JSP, Java Enterprise Edition, JBoss Application Server, Eclipse, Spring, XSLT, Servlets, Maven, Oracle, XML, PostgreSQL
Education
Madurai Kamaraj University 1988 — 1992
BS, Electronics and Telecommunication
Thiagarajar College of Engineering 1988 — 1992
B.E., Electronics and Telecommunication
Kate Spade & Company March 1991 - Present
Bankers Trust September 1990 - March 1991
First Union National Bank September 1986 - September 1990
US Navy August 1983 - April 1986
Skills
IBM iSeries, Process Improvement, Retail, Vendor Management, Apparel, E-commerce, EDI, SDLC, Business Analysis, IT Management, Technical Design, Active Directory, Team Building, Windows, Customer Service, Inventory Management, Disaster Recovery, Merchandising, Integration, Global Sourcing, Leadership, POS, Visio, Windows Server, Networking
Education
Montclair State University 1979 — 1983
BS, Computer Science, Mathematics
Wells Fargo August 2014 - Present
Duke Energy Corporation July 2006 - January 2014
Wachovia, A Wells Fargo Company August 2005 - July 2006
US Ship Management, Inc. July 2001 - May 2005
Neomodal.com May 2000 - April 2001
Sea Land, Inc July 1998 - December 1999
Sharonview Federal Credit Union December 1997 - July 1998
First Union National Bank December 1994 - December 1997
Skills
PMP, Six Sigma Green Belt, MCSE(Win NT), MS MCP, MS SharePoint, Business Process..., Data Center, Disaster Recovery, Enterprise Software, IT Management, IT Operations, IT Strategy, Information Technology, Integration, Leadership, Management, Oracle, PMO, Process Improvement, Program Management, Project Management, Project Planning, Project Portfolio..., Requirements Analysis, Requirements Gathering, SDLC, SharePoint, Six Sigma, Software Project..., Strategy, Testing, Vendor Management, Visio
Education
North Carolina State University
BS, Electrical Engineering
Walters State Community College 2013 — 2013
Certificate of completion, Health Information Technology Implementation Manager (Self-study)
Parkwood High School
High School Diploma, College Prep
Sungard Availability Services January 2008 - Present
SunGard Availability Services April 2005 - January 2008
Graham Partners July 2004 - March 2005
PFPC Inc October 2000 - July 2004
North American Benefits Company February 2000 - October 2000
Premier Refractories King of Prussia, PA June 1999 - December 1999
First Union National Bank August 1998 - June 1999
Skills
Salesforce.com, Accounts Payable, Microsoft Excel, Account Management, Management, Sales, Payroll, Invoicing, Spreadsheets, Databases, Accounting, Account Reconciliation, Process Improvement, Business Analysis, Customer Service, Travel Arrangements, Customer Satisfaction, Leadership, Microsoft Office, Outlook, Lotus Notes, Analysis, Training, Team Building
Education
Penn State Great Valley 2012 — 2012
Certificate, Business Analyst Certification Program
Montgomery County Community College 1998 — 2000
PNC Bank September 2008 - Present
Towson University January 2007 - May 2009
Bay National Bank July 2006 - October 2008
First Union National Bank 1995 - 2000
First National Bank of Maryland 1976 - 1995
Skills
Commercial Lending, Loans, Banking, Small Business Lending, Commercial Banking, Credit Analysis, Portfolio Management, Business Strategy, Financial Analysis, Risk Management, Credit, Financial Modeling, Corporate Finance, Management, Leadership
Education
Loyola College in Maryland 1977 — 1983
Master of Business Administration (MBA), Finance, General
Towson University 1972 — 1976
Bachelor of Business Administration (B.B.A.), Finance, General
ADP 401k September 2001 - Present
CIGNA Retirement Services August 1999 - July 2001
First Union National Bank July 1996 - July 1999
Skills
401k, Retirement, Sales Process, Sales, Selling, Salesforce.com, Business Planning, Retirement Planning, Investments, Direct Sales, Mutual Funds, Series 6, Insurance, Leadership, Management, Retirement Services, PowerPoint, Employee Benefits, Finance, Compliance, New Business Development, Word, Excel, Plan Design, Fiduciary Management, Fiduciary Services, Qualified Retirement...
Education
Post University 1994 — 1996
Bachelor, Marketing
Naugatuck Valley Community College 1991 — 1993
Associates Degree, Marketing
The Inside Edge Corp May 2005 - Present
Dale Carnegie Training September 2001 - May 2005
SunTrust Bank September 1999 - September 2001
First Union National Bank March 1995 - September 1999
US Trust Company 1993 - 1995
Skills
Executive Coaching, Coaching, Performance Management, Strategic Planning, Talent Management, Organizational Design, Employee Training, Acquisition Integration, Sales, Environmental Impact..., Leadership Development, Organizational..., Business Impact Analysis, Team Building, Management Consulting, 360 Feedback, Blended Learning, Business Development, Change Management, Career Development, Consulting, Culture Change, Conflict Resolution, Emotional Intelligence, Employee Benefits, Employee Engagement, Employee Relations, Executive Development, Human Resources, Instructional Design, Interviews, Leadership, Management Development, Onboarding, Organizational..., Performance Improvement, Personal Development, Personnel Management, Public Speaking, Recruiting, Staff Development, Strategy, Strategic Partnerships, Succession Planning, Talent Acquisition, Training, Training Delivery, Workshop Facilitation, MBTI
Education
New York Institute of Technology 1995 — 1997
Masters Degree, Psychology
New York Institute of Technology 1986 — 1989
Bachelors Degree, Business Management
Midflorida Real Estate Sales LLC April 2014 - Present
UnitedHealthcare September 2009 - Present
Realty World Home of Distinction February 2013 - March 2014
Keller Williams Realty June 2011 - February 2013
ValuTeachers March 2009 - September 2010
Yellow Book USA May 2008 - March 2009
Showcase Publications January 2004 - April 2008
First Union National Bank April 1999 - August 2001
Castaldi Marketing Group October 1999 - March 2001
Colonial Life & Accident Insurance Co January 1996 - April 1999
Skills
Real Estate, Sales, Selling, First Time Home Buyers, Short Sales, Marketing, Public Speaking, Sellers, Referrals, Foreclosures, Negotiation, Investment Properties, Online Advertising, Small Business, Marketing Strategy, Contract Negotiation, Direct Sales, Online Marketing, Networking, Customer Service, Organization, Management, Single Family Homes, Buyer Representation, Disability Insurance, Health Insurance, Leadership, Social Media Marketing, Condos, Residential Homes, Lead Generation, Investments, Cold Calling, Retirement, Mortgage Lending, Listings, Strategy, Real Estate Transactions, Customer Retention, Investors, Buyers, Finance, Time Management, Seniors, Loans
Education
Miami Dade College 1964 — 1965
Business
Archbishop Curley HS 1960 — 1964
Business
Learning International
University of North Florida
Selling Skills and Sales Operations, Selling Skills and Sales Operations
Internetwork Engineering January 2012 - May 2014
Internetwork Engineering January 2009 - December 2011
Internetwork Engineering February 2007 - December 2008
Bowater July 2002 - February 2007
Dimension Data March 2001 - September 2001
Intranet Communications Systems (ICS) March 2000 - March 2001
First Union National Bank June 1998 - March 2001
Skills
Cisco, Network Design, Data Center, CCNA, CCNP, FCoE, Data Center Architecture, Data Center Relocation, Large Scale Deployments, Solution Architecture, Cisco Technologies, VMware, Networking, Routing, Network Engineering, Virtualization, Network Security, Pre-sales, EIGRP, Security, Storage Area Networks, Switches, OSPF, BGP, TCP/IP, Network Architecture, Cisco Nexus, WAN, VMware ESX, Unified Communications, Cisco IOS, Wireless Networking, Disaster Recovery
Education
North Carolina State University 1990 — 1994
BSME, Mechanical Engineering
Williams High School 1986 — 1990
TGT Sports & Marketing April 2004 - Present
On Point Entertainment & Marketing June 2002 - March 2004
First Union National Bank October 2000 - August 2002
Skills
Management, Marketing, Nonprofits, Non-profits, Public Relations, Marketing Strategy, Risk Management, Social Media, Social Media Marketing, Advertising, Customer Service, Event Management, Online Marketing, Social Networking, Email Marketing, Marketing Communications
Education
Morehouse College 1996 — 2000
Cosio Financial Services, Inc. January 1999 - Present
NYLIFE Securities LLC July 1996 - Present
New York Life Insurance Company July 1996 - Present
First Union National Bank March 1992 - June 1996
Flagler Federal Savings August 1980 - March 1992
Skills
Strategic Financial..., Life Insurance, Fixed Annuities, Retirement Planning, Insurance, Retirement, Financial Planning, Term Life Insurance, Financial Services, IRAs, Long-term Care, Financial Advisory, Finance, Investments, Estate Planning, Whole Life, Mutual Funds, Wealth Management, Financial Planners, Long Term Care Insurance, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Charitable Giving, Wealth Transfer..., Licensed Life Insurance..., IRA Rollovers, Wealth Preservation..., Education Funding..., Lifetime Income..., Personal Finance, Permanent Life Insurance, Business Exit Strategy, Business Succession..., Supplements to Employee..., Legacy Planning
Education
University of Miami
Miami Dade College 1969 — 1971
Keller Williams NYC August 2015 - Present
The Hecht Group October 2013 - Present
Capital Mortgage Funding January 2002 - January 2008
First Union National Bank 1997 - 1999
Skills
Loans, Mortgage Banking, Refinance, Real Estate, Mortgage Lending, Investment Properties, Real Estate Transactions, Referrals, Investors, First Time Home Buyers, Sellers, Customer Service, Sales
Education
Miami Dade College
Regions Business Capital ("RBC") June 2009 - January 2015
Wells Fargo Capital Finance and Wachovia Capital Finance prior to merger October 1999 - May 2009
First Union National Bank May 1993 - October 1999
Heller Financial 1986 - 1993
Skills
Credit, Risk Management, Banking, Loans, Credit Analysis, Retail Banking, Credit Risk, Commercial Banking, Portfolio Management, Financial Analysis, Debt Restructuring
Education
Mercer University - in Atlanta
Master of Business Administration (M.B.A.), Master Business Administration
University of Delaware
Bachelor’s Degree
BRIDGE Energy Group April 2014 - May 2015
Pactera US November 2010 - January 2014
Eric Mower + Associates October 2006 - August 2010
Saatchi & Saatchi LA September 2003 - August 2006
davidandgoliath September 2002 - September 2003
First Union National Bank January 1999 - December 2001
Skills
Marketing Communications, Marketing..., Marketing Strategy, Strategic Communications, Strategic Planning, Strategic Thinking, Strategic Leadership, Strategic Consulting, Product Development, Product Marketing, Product Launch, Project Execution, Project Implementation, Planning, Market Planning, Project Planning, Management Consulting, Advertising, Agile Project Management, Agile Methodologies, Brand Management, Project Management, Marketing, Cross-functional Team..., Process Improvement, Team Leadership, Social Media Marketing, Account Management, Analytics, Leadership, B2B, Public Relations, Integrated Marketing, Management, Program Management, Strategy, Analysis, Business Process..., Digital Marketing, Strategic Partnerships, Online Advertising
Education
North Carolina State University 1993 — 1998
B.S.
NCCI June 2014 - Present
Lincoln Financial Group July 2013 - June 2014
QVC April 2001 - June 2013
First Union National Bank May 1997 - April 2001
TD Bank Group February 1990 - May 1997
Skills
Segmentation, Data Analysis, Market Research, Marketing Strategy, Analytics, Retail, SQL, Email Marketing, Microsoft Excel, Primary Research, Consumer Behaviour, Trend Analysis, Competitive Intelligence, Qualitative Research, Analysis, Merchandising, SPSS, Research, Competitive Analysis, PowerPoint, Direct Marketing, Financial Services, Marketing, Customer Analysis, Database Marketing, Report Writing, Multi-channel Marketing, Benchmarking, Marketing Management, Direct Mail, Market Analysis
Education
Monmouth University
MBA, Business Administration and Management, General
Villanova University
BS, Business Administration
CVS Health January 2015 - Present
CVS Caremark Corporation October 2005 - December 2014
Hilton Worldwide 2010 - 2010
First Union National Bank April 2001 - December 2001
Duane Reade January 1998 - April 2001
Skills
Customer Service, Merchandising, Payroll, Store Management, Process Scheduler, Inventory Management, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, PowerPoint, Customer Satisfaction, Leadership, Outlook, Team Building, Training, Sales, Management, Teamwork, Retail, Inventory Control, Employee Training, Recruiting, Team Leadership, Cashiering, Hiring
Education
Monroe College 2010 — 2013
Bachelor of Business Administration (B.B.A.), Hospitality Administration/Management
Monroe College 2010 — 2012
Associate's degree, Hospitality Administration/Management
PNC December 2014 - Present
PFSI Investments October 2013 - December 2014
JPMorgan Chase May 2010 - December 2011
Wells Fargo November 2007 - May 2010
Wachovia Bank, N.A. October 2003 - November 2007
First Union National Bank October 2001 - October 2003
Skills
Leadership, Relationship Management, Team Leadership, Talent Management, Talent Acquisition, Growth Strategies, Affluent, High Net Worth..., Affluent clients, High net worth
Education
Montclair State University 1995 — 1998
Bachelor of Science (BS), Marketing & International Business
State of Georgia October 2000 - Present
First Union National Bank January 1998 - October 2000
Skills
Auditing, Financial Audits, Account Reconciliation, PeopleSoft, External Audit, Internal Controls, Internal Audit, Accounting, GAAP, Government, Financial Analysis, IT Audit, Financial Reporting, General Ledger, Policy, Supervisory Skills, Project Management, Management
Education
Morris Brown College 1995 — 2000
Bachelor's degree, Accounting
Square 1 Bank August 2011 - Present
Square 1 Bank August 2011 - September 2012
GB Thompson and Associates, LLC November 2009 - August 2011
Wells Fargo December 2008 - July 2009
Wachovia June 2008 - December 2008
Wachovia May 2005 - June 2008
Wachovia, A Wells Fargo Company June 2003 - June 2005
Wachovia, A Wells Fargo Company June 2001 - June 2003
First Union National Bank June 1999 - June 2001
First Union National Bank June 1996 - June 1999
Skills
Big Picture Thinking, Leading Cross..., Leading Change, Leading People, Financial Analysis, Financial Planning, Financial Reporting, Forecasting, Strategic Planning, Investors, Data Governance, Employee Counseling, Process Development, Process Improvement, Process Optimization, Strategic Financial..., Cross-functional Team..., Risk Management, Leadership, Mergers & Acquisitions, Management, Process Simulation, Banking, Cash Management, Big-picture Thinking, Strategy, Business Process..., Financial Modeling, Portfolio Management, Analysis, Due Diligence, Management Consulting, Corporate Finance, Accounting, Financial Services, Treasury Management, Loans, Change Management, Budgets, Finance
Education
Louisiana Tech University 1981 — 1985
Bachelor of Science, Accounting
Ariel MarCom & Events 2012 - Present
TIAA-CREF 2007 - 2011
TIAA-CREF 2004 - 2007
Carolinas Healthcare System 2002 - 2002
Bank of America 2001 - 2002
First Union National Bank 2001 - 2001
Osprey Systems, Inc 1998 - 2000
Verbatim 1996 - 1998
Verbatim 1995 - 1996
Verbatim 1993 - 1995
Skills
Marketing Communications, Marketing Management, Marketing Strategy, Advertising, Direct Marketing, Email Marketing, Telemarketing, B2B Marketing, B2C marketing, Public Relations, Direct Mail, Promotions, Online Marketing, Event Planning, Project Management, Product Marketing, Marketing Budget..., Literature, Training, Hiring Employees, Microsoft Office, Health Insurance, Life Insurance, Integrated Marketing, Lead Generation
Education
Mississippi State University
Bachelor of Arts (BA), Communiations/Public Relations
The Home Depot March 2015 - Present
Kelly Services July 2014 - February 2015
Insurance Auto Auction August 2012 - August 2013
Automotive Finance Corporation November 2010 - February 2012
AMERICAN SUZUKI FINANCIAL SERVICES February 2004 - November 2009
e-fin LLC February 2000 - December 2003
WFS FINANCIAL CORP November 1998 - January 2000
Mitsubishi Motors Credit of America July 1996 - October 1998
First Union National Bank July 1994 - January 1996
Motors Acceptance Corporation October 1993 - June 1994
Skills
Business Development, Problem Solving, Sales Management, Sales Operations, Collections Management, Credit Analysis, New Business Development, Outside Sales, Experienced Sales..., Consulting, Business Relationship..., Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Outlook Express, Selling Skills, Sales, Customer Satisfaction, Sales Process, Team Building, Account Management, Retail, Process Improvement, Selling, Budgets, Customer Service, Forecasting, Business Planning, Negotiation, Pricing, Operations Management, Automotive, Profit, Management, Finance, Marketing, Customer Retention, Credit, Training, Automobile, Vehicles, Loans, Dealer Management, Cold Calling, B2B, Start-ups, P&L Management, Human Resources, Competitive Analysis
Education
Mississippi State University 1971 — 1973
NO, General Business
Meridian Community College 1969 — 1971
A.A, Business Administration and Management, General
Many sales and management seminars
CQuest 1996 - 2013
First Union National Bank 1995 - 1996
Resource BancShares/Republic National Bank 1986 - 1995
Skills
Mergers, Business Development, Business Strategy, Strategic Planning, Corporate Development, Strategic Partnerships, New Business Development, Start-ups, Project Management, Product Management, SaaS, Strategy, Negotiation, Program Management, Acquisition Integration, Management Consulting, Business Alliances, Change Management, Executive Management, Cross-functional Team..., Competitive Analysis, Mergers & Acquisitions
Education
Newberry College 1974 — 1978
Bachelor of Arts, Religion and Philosophy
Legislative Data Center (State of California) August 2001 - Present
First Union National Bank March 1998 - December 2000
The Money Store February 1997 - March 1998
SAI Associates February 1996 - January 1997
Skills
Lotus Notes, Unix, SharePoint, Troubleshooting, Visio, Testing, Test Design, Test Execution, Manual Testing, Manual Test Execution, JAWS, Section 508, Business Analysis, Active Directory, Software Installation, ASP.NET, Microsoft Office, Software Documentation, SDLC, Access, Windows 7, SQL
Education
UC Davis 2011 — 2012
Project Management
MTI Business College Inc 1994 — 1995
Computer Science, 3.84 GPA
Halo University 2011 — 2012
Computer Programming, Project Management
WESTMED Medical Group 2012 - Present
Telerx October 2008 - June 2011
Time Warner Cable 2005 - 2008
PSNC Energy 2004 - 2005
Bank of America 1999 - 2002
Juniper Bank 2000 - 2001
First Union National Bank 1998 - 1999
Skills
Workforce Management, Call Center, Process Improvement, Avaya, Contact Centers, ACD, Operations Management, CTI, Visio, SharePoint, Project Management, Access, Forecasting, Team Building, Management, Troubleshooting, Analysis, Customer Retention, Vendor Management, Customer Experience
Education
North Carolina State University 1995 — 1997
Computer & Electrical Engineering
Gaston College 1996 — 1996
Information Systems
Hunter Huss High School
Argo Connect March 2015 - Present
Quint Events April 2014 - April 2015
New Penn Financial, LLC April 2012 - April 2014
Kansas City Crime Stoppers December 2011 - January 2013
LoyalNation June 2010 - April 2012
Quint Events June 2007 - June 2010
HSBC Group 1997 - 2007
First Union National Bank August 1993 - October 1997
ITT 1991 - 1992
Skills
Incentive Program Design, Event Marketing, Social Media Solutions, Wholesale Mortgage..., New Business Development, Sales and Sales..., Social Networking, Program Management, Leadership, Management, Incentive Programs, Event Planning, Sales, Mortgage Lending, Social Media, Coaching, Loans, FHA, Business Development, Finance, Marketing, Time Management, Sales Management, Account Management, Selling, Marketing Strategy, Negotiation
Education
Marquette University 1986 — 1990
Political Science, Business
St Pius X 1982 — 1986
Retired and enjoying time to pursue personal interests and family May 2015 - Present
Wells Fargo Advisors December 2011 - Present
Various 1973 - May 2015
Strategic Staffing Solutions 2009 - May 2011
Eureka Land Development, Inc. 2006 - 2009
Wachovia 2004 - 2006
Wachovia Bank 2001 - 2004
First Union National Bank 1999 - 2001
First Union National Bank 1996 - 1999
BellSouth 1991 - 1996
Skills
Program Management, Business Analysis, Vendor Management, Process Improvement, Enterprise Architecture, IT Strategy, SDLC, Cross-functional Team..., Telecommunications, Project Management, Disaster Recovery, Software Development, Testing, Software Documentation, Leadership, SOA, Strategy
Education
North Carolina State University 1969 — 1973
bs, Computer Science
Livingstone College September 2013 - Present
NAVEX Global November 2011 - August 2013
Family Dollar September 2011 - November 2012
iQor October 2006 - September 2010
Aerotek Inc January 2000 - October 2006
First Union National Bank July 1999 - January 2000
Skills
Employee Relations, Recruiting, Human Resources, Leadership Development, Organizational..., Coaching, Customer Service, Benefits Administration, Team Building, New Hire Orientations, Microsoft Office, Outlook, Talent Management, Employee Benefits, Performance Management, Payroll, Project Management, PeopleSoft, HRIS
Education
Pfeiffer University 2002 — 2007
Master's, Human Resources
North Carolina Central University 1993 — 1999
Bachelor of Arts, (BA), English
Goodwill Industries July 2005 - Present
New Beginnings Employment Services April 2005 - Present
First Union National Bank August 1998 - May 2002
Education
Webster University 2006 — 2009
MA, Professional Mental Health Counseling
Winthrop University 1994 — 1996
MS, Business Education
Norfolk State University 1976 — 1980
BS, General Business: Managemen
Vanguard November 2013 - Present
Wells Fargo Advisors January 2000 - November 2013
First Union National Bank August 1997 - January 2000
Skills
Financial Services, Investments, Finance, Retirement Planning, Series 7, CRPC, Retirement, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Securities, Investment Strategies, Portfolio Management, Banking, Fixed Income, Series 6, Series 66
Education
University of South Carolina 1992 — 1994
Bachelor of Arts (B.A.), Economics
Nassau Community College 1989 — 1992
Associate of Science (A.S.), Business Administration and Management, General
Morgan Wingate & Co, PC December 2007 - Present
National Capital Homes, Inc. February 2007 - November 2007
Wells Fargo & Company June 2005 - December 2006
Oakwood Worldwide Property Management February 2001 - March 2005
Sheraton Hotels & Resorts September 1999 - September 2000
First Union National Bank June 1997 - September 1999
Systems Integraion & Management June 1995 - May 1997
Skills
QuickBooks, ProSystems, ATF Payroll Software, Quicken Medical Manager, Microsoft Outlook, Quicken, Microsoft Office, Microsoft Office..., Customer Service, Microsoft Excel, Microsoft Word, Strategic Planning, PowerPoint, Leadership, Budgets, Project Management, Financial Analysis, Public Speaking, Managerial Finance, Financial Reporting, Research, Payroll, Accounting, Finance, Account Reconciliation, Invoicing, Financial Statements, Cash Flow, Cost Accounting, Bookkeeping, Investments, Employee Benefits, Credit, Portfolio Management, Tax Returns, Start-ups, Data Entry, Banking, Customer Retention, Accounts Payable, Accounts Receivable, Time Management, Analysis, Forecasting, Teamwork, Process Improvement, Financial Accounting, Payments, Negotiation, Sales
Education
Marymount University 2000 — 2004
Bachelor’s Degree, Business Administration and Management, General
George C. Marshall High School 1991 — 1995
Management, Finance & Executive Search Consulting May 2013 - Present
Drake Incorporated June 2012 - April 2013
Lucas Group December 2009 - June 2012
CXO Consulting June 2003 - December 2009
Baltimore Community Lending January 2005 - January 2007
AMTRAK October 1997 - July 2000
First Union National Bank 1994 - 1997
Skills
Financial Management, Financial Analysis, Business Strategy, Financial Modeling, Strategic Planning, Corporate Finance, Strategy Development, Structured Finance, Management, General Administration, Finance, Managerial Finance, Strategic Financial..., Human Resources, Financial Reporting, Business Planning, Strategy, Budgets, Management Consulting, Forecasting, Negotiation, Investments, Contract Negotiation, Risk Management, Due Diligence, Executive Management, Credit, Restructuring, Portfolio Management, Start-ups, Real Estate, Valuation, Executive Search, Financial Services, Consulting, Business Development, Cash Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2002
MBA
University of Maryland Baltimore County 1985 — 1989
BA
University of Virginia 1981 — 1984
Echols Scholar
Western High School!!! 1978 — 1981
Payment Frontiers, Inc October 2011 - Present
Norman Technologies August 2010 - September 2011
Fidelity National Information Services May 2007 - August 2010
CF Sherrill, Consultant May 2007 - March 2008
Bank of Oklahoma 2005 - 2007
CF Sherrill, Consultant December 2003 - July 2005
Edward Jones 2002 - 2003
724 Solutions 2000 - 2002
First Union National Bank 1994 - 2000
First Data Resources 1991 - 1994
Skills
Payments, Business Analysis, Cash Management, Product Management, Program Management
Education
Wake Forest University School of Business 1996 — 1998
North Carolina State University 1988 — 1991
BS, Computer Science
Brevard College 1986 — 1988
AA
Fuquay-Varina High School 1983 — 1986
H.S.D.
Sacred Heart Catholic School 1974 — 1985
Brown Brothers Harriman & Co. November 2003 - Present
Bessemer Trust July 2003 - October 2003
Citigroup May 2000 - July 2003
First Union National Bank October 1998 - May 2000
Council of Europe August 1997 - December 1997
Skills
Trusts, Wealth Management, Investments, High Net Worth..., Financial Advisory, Estate Administration, Estate Law, Asset Allocation, Tax, Estate Planning, Banking
Education
New York Law School 2001 — 2005
JD
Syracuse University 1994 — 1998
Bachelor's Degree, Economics, International Relations, & French
Planet Home Lending February 2014 - Present
Homeward Residential, Inc. November 2011 - Present
Recovco Mortgage Management September 2010 - November 2011
Seery Systems Group December 2009 - September 2010
American Home Mortgage September 2005 - October 2008
Citi August 2003 - September 2005
Allstate March 2001 - August 2003
First Union National Bank 1996 - 2001
Skills
AnyDoc, FileBound, Kofax, Ascent Capture, Coaching, Business Process..., Strategic Planning, Analysis, Process Improvement, Vendor Management
Education
Marist College 1996 — 2000
Connetquat
Metlife Premier Client Group of the Mid-Atlantic, an office of MetLife September 1994 - Present
First Union National Bank February 1989 - August 1994
Education
The University of Texas at Austin 1982 — 1984
MA, Social Anthropology, Folklore, Middle East Studies
Mount Holyoke College 1979 — 1982
BA, cum laude, International Relations
Edina East Senior High School 1974 — 1978
1978
Wells Fargo 1990 - Present
First Union National Bank June 1989 - July 1990
First Atlanta Bank June 1988 - May 1989
Skills
Commercial Banking, Small Business Lending, Credit Risk, Portfolio Management, Credit, Construction Risk, Construction Management, Business Strategy, SBA 504, SBA 07A, Mezzanine Financing, C & I Lending, Cash Flow Lending, Risk Assessment, Asset Based Lending, Business Relationship..., Commercial Real Estate, Real Estate Lending, Credit Policy and..., Construction Loans, Due Diligence, Finance, Loan Origination, Loans, Mortgage Lending, SBA, Risk Management, Financial Risk, Leadership, Banking, Commercial Lending, Credit Analysis, Management, Relationship Management, Real Estate, Commercial Mortgages, Lines Of Credit
Education
University of Washington 2012 — 2014
Graduate Certificate, Pacific Coast Banking School (PCBS)
University of California, Berkeley
Graduate Certificate Studies, Construction Project Management
Morehouse College 1985 — 1989
BA, Banking and Finance
Skyline High
Wells Fargo Bank November 2010 - Present
Fifth Third Bank March 2008 - October 2010
First Bank October 2004 - October 2007
Allied Irish Bank August 1998 - August 2004
First Union National Bank February 1997 - August 1998
Skills
Capital Markets, Loans, New Business Development, Financial Services, Series 7, Credit, Commercial Lending, Banking, Portfolio Management, Credit Analysis, Commercial Banking, Financial Analysis, Healthcare, Risk Management, Financial Modeling
Education
Temple University - James E. Beasley School of Law 1993 — 1996
JD
Monmouth University 1988 — 1992
B.S.
United States Military Academy at West Point 1986 — 1988
Bank of America January 2011 - Present
Bank of America January 2009 - January 2011
Bank of America July 2005 - December 2008
Bank of America March 2004 - July 2005
Bank of America August 2002 - March 2004
Bank of America August 1999 - August 2002
Bank of America November 1998 - August 1999
First Union National Bank January 1996 - January 1998
Skills
Six Sigma, Banking, Risk Management, Process Improvement, Change Management
Education
North Carolina State University 1989 — 1993
BA, Political Science and Government
San Diego State University
Nissan North America Inc April 2014 - July 2014
Ackerman Security March 2011 - July 2012
Republic Services Inc May 2010 - December 2010
Citicorp Trust Bank July 2002 - December 2008
First Union National Bank November 2001 - April 2002
Security First Network Bank May 1999 - September 2001
Jerry Pair and Associates 1998 - 1998
SunTrust Bank 1994 - 1997
Skills
Training, Leadership, Call Centers, Management, Customer Satisfaction, Customer Service, Banking, Team Management, Project Management, Program Management, Security
Education
Middle Tennessee State University 1992 — 1995
B.S., Political Science
Charlotte-Mecklenburg Schools November 2014 - Present
S.T.A.R.S. Math & English Academy March 2000 - Present
Wells Fargo Bank June 2010 - May 2014
Wachovia Bank June 2000 - May 2010
First Union National Bank December 1999 - June 2000
Education
Strayer University 2006 — 2007
MBA, Management
Morehouse College 1993 — 1998
BA, Finance
Harlan High School
Wellington Management June 2012 - Present
State Street Corporation January 2011 - June 2012
State Street Corporation April 2006 - January 2011
State Street Corporation June 2005 - April 2006
State Street Corporation October 2004 - June 2005
State Street Corporation September 2003 - October 2004
State Street Corporation June 2002 - September 2003
First Union National Bank May 2000 - January 2002
Skills
Fund Administration, Mutual Funds, Alternative Investments, Financial Reporting, Process Improvement, Fund Accounting, Due Diligence, Financial Services, Accounting, Auditing, SEC filings, Analysis, Financial Statements, Bloomberg
Education
Loyola University Maryland 1998 — 2002
Bachelor of Business Administration degree, Business Economics
PNC Financial Services September 2012 - Present
New Jersey Redevelopment Authority February 2000 - September 2012
TSquared Consulting, LLC January 2010 - August 2012
Summit Bank 1997 - 1999
First Union National Bank June 1995 - January 1997
Skills
Commercial Lending, Small Business Lending, Lines Of Credit, Community Banking, Commercial Credit, Economic Development, Redevelopment, Loans, Mortgage Lending, Credit, Commercial Mortgages, Commercial Banking, Finance, Underwriting, Management, Strategy, Sales, Investments, Strategic Financial..., Training, Banking, Credit Cards, Leadership, Real Estate Financing, Team Building, Loan Origination, Funding, Real Estate Economics, Small Business, Financial Analysis, Credit Analysis, Business Development, Customer Service, Relationship Management, Policy, Portfolio Management, Financial Services, Asset Management, Commercial Real Estate, Financial Structuring, Mortgage Banking, Executive Management
Education
Seton Hall University 1990 — 1994
MBA, Finance
Montclair State University 1982 — 1986
Bachelor of Arts (B.A.), Economics
Science High 1977 — 1981
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Rebuilding Together August 2010 - Present
Wachovia Bank 2005 - 2008
First Union National Bank February 2001 - December 2003
Wachovia Bank 2001 - 2003
First Union National Bank 1998 - 2001
Signet Bank 1985 - 1998
Skills
Leadership, Vendor Management, Outsourcing, Staff Management, Strategy, Performance Management, Risk Management, Banking, Financial Analysis, Strategic Planning, Portfolio Management, Credit Risk, Cash Management, Treasury Management, Loans, Project Managment, Process Improvement, Budgets, Cross-functional Team...
Education
Loyola College in Maryland 1974 — 1978
Bachelor of Arts (BA), Business Administration
Wells Fargo January 1993 - Present
Wachovia, A Wells Fargo Company January 2004 - August 2009
Wachovia Bank 2001 - 2004
First Union National Bank January 1993 - 2001
Skills
Banking, Management, Leadership, Coaching, Vendor Management, Program Management, Team Building, Process Improvement, Change Management, Risk Management
Education
Mercer University - Stetson School of Business and Economics 1989 — 1993
Finance
New York Life July 1996 - Present
First Union National Bank March 1992 - June 1996
Flagler Federal Savings September 1982 - March 1992
Education
Miami Dade College
University of Miami
Dancik International June 2006 - December 2013
Dancik International June 2001 - June 2006
Dancik International July 1999 - June 2001
First Union National Bank June 1997 - May 1999
Royal Caribbean Cruises, Ltd. October 1996 - February 1997
Royal Caribbean Cruises, Ltd. April 1996 - September 1996
Royal Caribbean Cruises, Ltd. March 1995 - March 1996
Clarion Inn & Suites July 1993 - February 1995
Skills
Software Project..., Agile Methodologies, Database Administration, Microsoft Excel, Microsoft Word, Data Mining, PMP, Team Building, Requirements Analysis, Customer Service, Training, Leadership, Project Management
Education
Millikin University 1989 — 1993
Bachelor of Arts (BA), Human Services with a minor in Business Administration
Ascent Private Capital Management of U.S. Bank March 2015 - Present
PNC Wealth Management April 2001 - March 2015
First Union National Bank August 1994 - April 2001
Skills
Asset Allocation, Investments, Wealth Management, Alternative Investments, Portfolio Management, Investment Strategies, Mutual Funds, Asset Management, Investment Management, Hedge Funds, Investment Advisory, Wealth Management..., Fixed Income, Equities, Securities
Education
Miami University
BS, Finance
Evans Scholar
ADP March 2005 - Present
First Union National Bank November 1996 - April 1998
Skills
Management, Change Management, Payroll, Vendor Management, Training, Human Resources, Employee Benefits, Business Analysis, Leadership
Education
Muhlenberg College 1986 — 1993
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
MetLife - MetLife Bank November 2002 - December 2007
STORAGE TECHNOLOGY, INC. 1999 - 2002
BANKERS TRUST CO. – GLOBAL PROCESSING ALLIANCE, INC., 1998 - 1999
FIRST UNION NATIONAL BANK 1994 - 1998
Education
Montclair State University
72 credits
Wells Fargo May 2010 - Present
Wachovia May 1997 - January 2010
WACHOVIA January 2008 - November 2009
WACHOVIA July 2007 - October 2008
WACHOVIA - Business Integration Services August 2005 - July 2007
WACHOVIA - Deposit Account Underwriting September 2003 - August 2005
WACHOVIA - Recruiting Programs & Technology May 2000 - September 2003
First Union National Bank January 1997 - January 2000
Bank of New York Mellon June 1993 - April 1997
BANK OF NEW YORK - Funds Transfer Division January 1993 - January 1997
Skills
Analysis, Business Intelligence, Database Administration, Budgets, Consulting, Data Collection, Directing, Risk Management, Credit
Education
SUNY Polytechnic Institute 1991 — 1993
BA, Business Administration and Public Management
Mohawk Valley Community College 1988 — 1991
Associate, Applied Science
Astellas Pharma April 2003 - Present
Janssen Pharmaceutica August 2002 - April 2003
Janssen Pharmaceutica July 1999 - August 2002
Wyeth April 1998 - May 1999
Wyeth Pharmaceuticals October 1995 - April 1998
First Union National Bank June 1991 - September 1995
Skills
Urology, Sales Operations, Marketing, Pulmonology, Pharmaceutical Sales, Hospitals, Endocrinology, Neurology, Cardiology, Hospital Sales, Managed Care, OB/GYN, Rheumatology
Education
A. C. Reynolds High School
Mars Hill College
B.S., Business Administration
UNC Greensboro
MBA, Business
Bank of America July 2011 - Present
Bank of America 2007 - July 2011
Bank of America 2004 - 2007
Wachovia, A Wells Fargo Company 2003 - 2004
Wachovia, A Wells Fargo Company 2002 - 2003
First Union National Bank 1996 - 2002
MAMSI 1995 - 1996
Leibowitz Market Research-GroupNet 1994 - 1994
This End Up Furniture Company 1993 - 1994
Skills
Customer Experience, Business Analysis, Program Management, Six Sigma, Project Management, Marketing, Business Services, Banking, Vendor Management, Relationship Management, Financial Services, Product Management, Testing, Strategy, SDLC, Process Improvement, Management, E-commerce
Education
Marshall University 1988 — 1993
Advertising & Marketing
Garden State Autoplex March 2010 - April 2011
Bank of America November 2009 - February 2010
PPI / Comco November 2001 - March 2008
First Union National Bank October 1998 - May 2001
PPI / Comco June 1997 - October 1998
Education
New Jersey Institute of Technology 1993 — 1997
MBA, Management
William Paterson University of New Jersey 1970 — 1974
BA, Business
US Census Bureau 1998 - Present
First Union National Bank 1992 - 1998
Savannah-Chatham County Public School System 1994 - 1996
Skills
SAS, Statistical Modeling, Data Analysis, SAS programming, Logistic Regression, Teaching, Statistics, Analysis, Microsoft Office, Experimental Design, Statistical Consulting
Education
University of Maryland College Park 1999 — 2002
Master's Degree, Survey Methodology
University of South Alabama 1996 — 1998
Master of Science (M.S.), Mathematics
Morris Brown College 1990 — 1994
Bachelor of Science (BS), Actuarial Science
E S Beveridge & Associates Inc January 2001 - Present
First Union National Bank November 1999 - December 2000
Skills
Insurance, Account Management, Customer Service, Sales, ATC, Strategic Planning, Business Development, Sales Management, Direct Sales, Process Improvement, Budgets, Employee Benefits, Selling, Management, Team Building, Cold Calling, Healthcare, New Business Development, Health Savings Accounts
Education
Messiah College 1995 — 1998
BS, Sports Medicine
Clear For High School 1989 — 1993
High School
WDA September 2005 - Present
Riggs Bank January 2001 - January 2004
First Union National Bank 1994 - 1996
Resolution Trust Corporation 1992 - 1992
Education
West Virginia State University 1981 — 1985
BS, Business
New Mexico Institute of Mining and Technology
BB&T July 2006 - Present
Wachovia April 2001 - June 2006
First Union National Bank March 1997 - April 2001
Skills
Banking, Retail Banking, Consumer Lending, Commercial Banking, Credit, Credit Analysis, Mortgage Banking, Loans, Credit Risk, Residential Mortgages, Loan Origination, Funding, Mortgage Lending, Portfolio Management, Risk Management, Commercial Lending, Small Business Lending, Finance, Financial Analysis, Relationship Management, Financial Services
Education
North Carolina State University 1988 — 1993
BS, Industrial Engineering
James B Dudley Sr High School 1985 — 1988
HS Diploma, All
Wachovia February 1997 - 2009
Compuware February 1989 - June 2004
First Union 1997 - 2004
First Union National Bank November 1989 - July 1996
Skills
Visio, Business Analysis, SDLC, Risk Management, Access, SQL, Process Improvement, Microsoft SQL Server, Databases, Budgets, PL/SQL, Project Management, Microsoft Excel, Team Building, Mainframe, Microsoft Office, Customer Service, Crystal Reports, Negotiation, Microsoft Word, Fraud Prevention, Fraud Detection, Identity Chek, Early Warning Systems, Identity Fraud
Education
The University of Georgia 1975 — 1978
Midlands Technical College 1985 — 1987
Valdosta State University 1975 — 1975
Alliance Data September 2010 - Present
Bank of America October 2009 - December 2010
Bank of America February 2006 - February 2009
Wachovia 2002 - 2006
First Union National Bank 2001 - 2002
Education
North Carolina State University 1993 — 1999
BS, Accounting
North Carolina State University 1993 — 1999
BS, Business Management
The Rosen Group 2012 - Present
Johnson Controls 2004 - October 2011
Johnson Controls 2009 - 2011
Johnson Controls - T-Mobile Account 2004 - 2009
United Systems Integrators Corporation 2004 - 2006
KJ Consulting 1996 - 2004
ICF Keiser - Division of Keiser Engineering 1994 - 1996
First Union National Bank 1989 - 1994
Skills
PMP
Education
Marymount University
Commercial Design
Northern Virginia Community College
Economics, Psychology
Eagle Lending Corp. 2006 - Present
Liberty Financial Mortgage Group February 2004 - May 2006
Bank of America January 2003 - January 2004
Federated Home Mortgage September 1998 - December 2003
Bear Stearns April 1991 - May 1996
First Union National Bank 1989 - April 1991
Skills
Office Management, Loans, Sales, Refinance, FHA, Mortgage Banking, Loan Origination, Residential Mortgages, USDA, VA loans, FHA financing, Credit, Credit Analysis, Certified Mortgage..., Construction Loans, Underwriting, Government Loans, Human Resources, Receptionist Duties, Account Management, Pipeline Management, Bond Pricing, First Time Home Buyers
Education
North Carolina State University
The Commerce Funds April 2008 - Present
Commerce Investment Advisors December 1998 - Present
UMB Bank 1992 - 1998
Commercial National Bank 1990 - 1992
Bank IV 1986 - 1990
First Union National Bank 1984 - 1986
Skills
Investments, Asset Managment, Mutual Funds, Portfolio Management, Wealth Management, Asset Allocation, Alternative Investments, Series 7, Equities, Securities, Investment Management, Financial Analysis, Due Diligence, Risk Management, Asset Management
Education
Texas A&M University-Commerce 1984 — 1986
MS, Economics
Michigan State University 1978 — 1982
BA, James Madison College Social Economics
A4 Wealth Advisors LLC November 2007 - Present
Aegon / Transamerica Financial Advisors January 1998 - October 2007
First Union National Bank November 1995 - December 1998
Merrill Lynch January 1993 - May 1995
Skills
Wealth, Private Equity, Financial Goals, Management, Sales Management, Business Analysis, Sales, Wealth Accumulation, Financial Planners, Team Building, Retirement Planning, Financial Analysis, Wealth Management..., Small Business, 401k, Public Speaking, Strategic Financial..., Contract Negotiation, Investments, Account Management, Retirement
Education
Metropolitan State College of Denver 2003 — 2005
CFP
Roanoke College 1991 — 1995
Bachelors of Business Administration, Concentration in Finance
Loylola Blakefield 1988 — 1991
First Citizens Bank September 2005 - Present
Capital Bank December 2003 - September 2005
First Charter Bank March 1999 - November 2003
Centura Bank 1994 - 1999
First Union National Bank 1992 - 1994
Dominion Bank, Virginia July 1987 - 1992
Skills
Banking, Credit, Analysis, Commercial Banking, Finance, Real Estate, Commercial Lending, Management, Entrepreneurship, Small Business Lending, Loans, Team Management, Credit Analysis, Loan Origination, Consumer Lending, Portfolio Management, Retail Banking, Leadership
Education
Virginia School of Bank Management, UVa 1990 — 1992
Mars Hill University 1983 — 1987
Bachelor of Science, Banking and Finance
Bank of America June 1998 - July 2008
First Union National Bank June 1996 - May 1998
First Union National Bank June 1994 - June 1996
AmSouth Bank 1984 - 1992
Skills
Public Speaking, Strategic Planning, Leadership, Non-profits, Event Planning, Community Outreach, Entrepreneurship, Leadership Development, Nonprofits, Mergers, Fundraising, Team Building, Marketing, Strategy, Social Media, Public Relations, Budgets, Banking, Business Development, New Business Development
Education
Morehouse College 1980 — 1984
Spelman College
Business & Governmental Insurance Agency, NIP Group, Inc. October 2012 - Present
NIP Specialty Brokerage, NIP Group, Inc. February 2012 - October 2012
Marine Agency Corporation August 2003 - April 2009
National Discount Brokers June 2000 - April 2001
First Union National Bank September 1999 - May 2000
Morgan Stanley Dean Witter March 1999 - September 1999
National Westminster Bank June 1990 - March 1995
Skills
Insurance, Commercial Insurance, Brokers, Professional Liability, Underwriting, Property & Casualty..., Risk Management, Customer Service, Workers Compensation, Casualty, Life Insurance, Claim, Finance, Casualty Insurance, General Insurance, Microsoft Excel, Outlook, Financial Services, Chartered Property..., Enterprise Risk...
Education
New Jersey Institute of Technology 2006 — 2008
BS, Business, Finance, 2.92
Plainfield High School 1983 — 1987
College Prep
Bank of America Merrill Lynch August 2001 - Present
First Union National Bank April 1995 - July 2001
Education
North Carolina State University 1990 — 1994
BS, Zoology
Amicus Ventures November 2011 - Present
Yadkin Valley Bank 2010 - 2011
A Plus Business Consulting 2008 - 2011
First Union National Bank 1988 - 2004
Wachovia 1988 - 2004
Irving Bank January 1971 - April 1977
Skills
Strategic Planning, Project Management, Operational Efficiency, Decisioning, Banking, Management, Management Consulting, Business Process..., Business Process, Integration, Finance, SDLC, Portfolio Management, Process Improvement, Sales, IT Strategy, Leadership, Risk Management, Requirements Analysis, Training, Vendor Management, Business Intelligence, Business Analysis, Commercial Banking, Cross-functional Team..., Strategy, Change Management, Program Management
Education
NYU Stern School of Business 1968 — 1978
MBA, Operational Research
Manhattan College 1961 — 1965
BBA, Applied Mathematics
Premier Bankcard LLC October 2001 - Present
First Bank & Trust August 1999 - September 2001
First Union National Bank January 1996 - January 1999
First Federal Bank 1999 - 1999
AT&T Universal Card Services August 1990 - January 1996
Skills
SAS, Banking, Analytics, Business Analysis, Data Analysis
Education
Nova Southeastern University 1994 — 1996
Bachelor of Science (B.S.), Professional Management
MidAmerica Nazarene University 1979 — 1983
Meadow Lake Elementary
Meadow Lake Elementary
Eaton Corporation May 2008 - Present
Eaton Corporation August 2005 - May 2008
Eaton Corporation August 2004 - August 2005
Eaton Corporation April 2002 - August 2004
Eaton Corporation January 2001 - April 2002
Eaton Corporation February 2000 - January 2001
Eaton Corporation August 1998 - February 2000
Eaton Corporation June 1997 - August 1998
Eaton Corporation August 1995 - June 1997
First Union National Bank July 1992 - September 1995
Skills
Forecasting, Financial Analysis, Process Improvement, Variance Analysis, Accounting, Cost Accounting, Aerospace, Budgets, Finance, Manufacturing..., Strategic Planning, Budget Process, Internal Controls, Strategic Financial..., Financial Planning, Analysis
Education
Western Michigan University 2010 — 2013
Master of Business Administration (MBA)
University of Pittsburgh
Accounting Certificate
Michigan State University 1989 — 1992
B.A, Finance
Pennfield
Ashurst May 2012 - Present
Thomson Reuters November 2010 - May 2012
J.P. Morgan June 2008 - July 2009
Bear Stearns March 2005 - June 2008
Orrick, Herrington & Sutcliffe LLP July 2003 - March 2005
Sidley Austin June 1999 - July 2003
First Union National Bank July 1998 - June 1999
Bechtel July 1990 - July 1994
Skills
Capital Markets, Due Diligence, Securitization, Financial Structuring, Hedge Funds, Structured Finance, Private Equity, Corporate Law, Mergers & Acquisitions, Storytelling, Securities, Valuation
Education
NYU School of Law 1997 — 1998
LL.M., Tax Law
University of California, Davis - School of Law 1994 — 1997
J.D., Law
University of California, Berkeley 1986 — 1990
B.S., Chemical Engineering
PNC March 2015 - Present
Bank of America June 2010 - March 2015
Neighborhood Community Bank March 1998 - February 2010
Synovus December 1996 - March 1998
First Union National Bank June 1993 - December 1996
Georgia Federal Bank July 1976 - June 1993
Home Federal Savings Bank June 1974 - July 1976
Medical Center of Central Georgia May 1971 - June 1974
Skills
Leadership, Banking, Commercial Lending, Risk Management, Financial Analysis, Underwriting, Customer Service, Microsoft Word, Strategic Planning, Microsoft Office, Sales Management, New Business Development, PowerPoint, Coaching, Executive Management, Cash Management, Portfolio Management, Retail Banking, Credit, Financial Risk, Loans, Commercial Banking, Credit Analysis, Small Business Lending, Financial Institutions
Education
University of North Carolina at Chapel Hill 1978 — 1981
Banking and Marketing, Banking and Financial Support Services
Mercer University 1970 — 1974
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wachovia Securities Financial Network 1990 - 2005
Savings of America Service Corp 1989 - 1990
First Union National Bank 1986 - 1990
Policy Management Systems Corp 1984 - 1985
Colonial Life & Accident Ins. Co. 1980 - 1984
Fairchild Camera and Instrument Co 1976 - 1980
Electronic Data Systems 1970 - 1976
Education
San Jose State University 1964 — 1966
Business Administration and Management, General
Monterey Peninsula College 1962 — 1964
Associate of Arts (AA), Data Processing
Suntrust Bank 2013 - Present
Wells Fargo October 2008 - June 2012
Wachovia Bank January 2000 - October 2008
First Union National Bank January 1997 - December 2000
Skills
Sales, Sales Management, Community Outreach, Job Coaching, Business Planning, Training Delivery, Performance Management, Customer Satisfaction, Strategic Planning, Branch Management, Leadership, Training, Management, Commercial Lending, Credit, Credit Analysis, Banking, Retail Banking, Small Business Lending
Education
Miami Dade College
Associate's Degree, Business
PNC June 2011 - Present
CompuCredit June 2001 - May 2011
First Union National Bank April 1996 - September 2001
Skills
Credit, Vendor Management, Credit Cards, Team Building, Loans, Process Improvement, Financial Services, Budgets, Call Center, Leadership, Outsourcing, Banking, Insurance, Call Centers, Risk Management, Forecasting, Negotiation, Business Analysis, Financial Analysis, Team Leadership, Retail, Operations Management, Business Development, Management, Coaching, Team Management, Business Process..., Strategy, Customer Retention, CRM, Relationship Management, Project Planning, Customer Satisfaction, Performance Management, Finance, Executive Management, Training, Analysis
Education
Miami Dade College 1975 — 1977
AA, Business Administration
State Street October 2002 - Present
J&W Seligman February 2000 - October 2002
First Union National Bank July 1998 - January 2000
Tata Consultancy Services July 1997 - April 1998
Skills
Data Warehousing, Performance Measurement, ETL, Investments, Business Analysis, Sybase, Fixed Income, SQL, Autosys, SDLC, Financial Services, Requirements Gathering, Derivatives, Vendor Management, Enterprise Software, Analysis, Project Management, Leadership, Software Development, Requirements Analysis
Education
Mangalore University 1993 — 1997
B.E.
The Air Force School 1991 — 1993
POMCO Group 2014 - 2014
GHD, Inc. 2012 - 2014
Haylor, Freyer & Coon, Inc. 2011 - 2012
Wachovia/Wells Fargo 2007 - 2011
Bank of America 1998 - 2007
Bank of America 1999 - 2001
First Union National Bank 1997 - 1998
ARISE, Inc 1995 - 1997
Skills
Human Resources, Employee Benefits, HRIS, Employee Relations, Performance Management, Recruiting, HR Consulting, Leadership, Interviews, Training, FMLA, COBRA, Conflict Resolution, Sourcing, Workers Compensation, Management, Process Improvement
Education
Westhill High School
Niagara University
BS, Social Work
State University of New York Empire State College
Work toward MA, Business & Policy Studies
Capital One September 2012 - Present
CapitalSource Bank April 2004 - June 2012
GE Capital November 2001 - February 2004
First Union National Bank May 1993 - December 2000
Education
Marquette University 1983 — 1987
BS, Accounting
Van Scoy Diamonds August 2001 - Present
Carlyle & Co August 1991 - January 2000
First Union National Bank August 1985 - June 1988
Northwestern Bank 1972 - August 1985
Skills
Retail, Merchandising, Visual Merchandising, Fashion, Sales Management, Event Planning, Dress for Success, Relationship Management, Event Management, Banking, Customer Satisfaction, Leadership, Recruiting, Training, Team Building, Coaching, Public Speaking, Social Networking, Management, Customer Service, Marketing
Education
North Carolina Central University 1968 — 1972
Bachelor of Science (BS), Business Administration and Management, General
Advanced Management Program, NC School of Banking UNC=Chapel Hill, NC
Wachovia, A Wells Fargo Company September 2010 - Present
Wachovia, A Wells Fargo Company March 2005 - September 2010
Wachovia Corporation / First Union National Bank March 1999 - March 2005
First Union National Bank August 1998 - March 1999
First Union National Bank January 1997 - August 1998
First Union National Bank September 1996 - January 1997
First Union National Bank January 1996 - September 1996
First Union National Bank April 1995 - January 1996
First Union National Bank October 1994 - April 1995
Electronic Data Systems September 1986 - October 1994
Skills
Risk, Process Improvement, Change Management, Requirements Analysis, Security, Financial Risk, Analysis, IT Operations, Management, Data Center, Leadership, Project Management, Integration
Education
McKendree College
Area of study Business Administration
Oaklawn Community High School
BB&T October 2006 - Present
BB&T 2001 - 2006
First Union National Bank 1996 - 2001
First Union National Bank 1991 - 1996
Skills
Pricing, Marketing Strategy, Portfolio Management, Credit, Retail, Financial Analysis, Credit Cards, Commercial Banking, Payments, Product Management, Strategy, Relationship Management, Treasury Management, Management, Banking, Loans, Retail Banking, Financial Services, Segmentation
Education
Wake Forest University - Babcock Graduate School of Management 1984 — 1986
MBA, Finance, Marketing
North Carolina State University 1975 — 1979
BA, Business Management
Facility Solutions Group (FSGI) Summit Lighting 2006 - Present
Wiedenbach-Brown 2005 - 2006
Cooper Lighting 2000 - 2005
Hudson United Bank 1998 - 2000
First Union National Bank 1995 - 1998
P & M Electric 1987 - 1995
Skills
Energy Efficiency, Energy Conservation, Lighting Control, Energy Management, Lighting, Electrical Engineering, Electricians, Energy Audits, Lighting Design, Solid State Lighting, Construction, Value Engineering, Architectural Lighting, Contract Negotiation, Project Management
Education
Mount Saint Mary College
Proefficient Insurance services July 2005 - Present
McKeon Insurance Agency January 2002 - November 2012
Proefficient services January 2000 - January 2010
Housecare Painting Inc. January 1998 - January 2000
First Union National Bank January 1993 - January 1996
Continental Bank January 1990 - January 1992
Skills
Banking
Education
Montgomery County Community College 1998 — 2000
•Associate of Science in Business Administration, Business
Wells Fargo August 2011 - Present
Time Warner Cable February 2010 - October 2010
Bank of America September 2005 - February 2010
Wachovia Corporation October 2004 - September 2005
First Union National Bank / Wachovia Corporation August 2000 - January 2003
First Union National Bank February 1997 - August 2000
BODDIE-NOELL PROPERTIES June 1993 - January 1997
Skills
Account Reconciliation, Financial Reporting, General Ledger, Payroll, Accounting, Accounts Receivable, Variance Analysis, Finance, Forecasting, Auditing, Internal Controls, PeopleSoft
Education
Pfeiffer University 1999 — 2003
MBA, Business Administration
Queens University of Charlotte 1997 — 1998
Accounting
University of North Carolina at Charlotte 1997 — 1998
Accounting
Montclair State University 1987 — 1991
B.S., Business Administration
Regions Bank October 2005 - January 2011
Harpeth Gallery and Private Edition, Inc March 2000 - October 2005
Merrill Lynch May 1998 - December 1999
First Union National Bank December 1996 - May 1998
First American National Bank December 1985 - December 1996
Pitney Bowes, Inc January 1983 - January 1985
Education
Middle Tennessee State University
Bachelor, Business Administration; Marketing
U.S. Department of Veterans Affairs June 2014 - Present
VAMC Salem VA May 2013 - Present
U.S. Army Contracting Command December 2008 - May 2013
Alliant Techsystems June 2005 - December 2008
Designed Telecommunications January 2001 - June 2005
First Union National Bank January 1994 - October 2000
Skills
Cost Accounting, Budgeting, Cost Analysis, Cost, Contract Management, Government, Pricing, Proposal Writing, Funding, Contract Negotiation, Microsoft Office, Financial Analysis, Analysis, Accounting, Negotiation, Compliance, Strategic Planning, Planning, Inventory Management, Word, Procurement, Program Management, Customer Relations, Customer Service, Administration, Pricing Analysis, Purchasing, Excel, Policy, Research, Business Planning, Team Building, DoD, Supervisory Skills, Forecasting, Claims, Security Clearance, Access, Business Management, Supply Chain Management, Financial Reporting, Logistics, Coordination, Continuous Improvement, Employee Relations, Strategic Sourcing, Risk Management, PMP, Budgets, Earned Value Management
Education
National College 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
National Business College 2004 — 2007
MBA, Business
Roanoke College 1991 — 1993
BBA, Businees with Concentration in Accounting
Mercantil Commercebank N.A. December 2007 - Present
UAMC/Lennar Financial March 1993 - February 2007
Metro Dade Title Company September 1992 - March 1993
First Union National Bank September 1990 - August 1992
Southeast Mortgage/Southeast Bank March 1989 - August 1990
Skills
Commercial Mortgages, Mortgage Banking, Mortgage Lending, Refinance, Loan Origination, Closings, Financial Services, Branch Banking, Paralegals, Retail Banking, Residential Mortgages, FHA, VA loans, Residential Homes, Management, Mortgage Underwriting, Redisclosing, Post-Closings, Title Clearing, RESPA, Regulatory Requirements, Compliance, Title Searches, HUD audits, Car Loans, Installment Loans, Supervisory Skills, Team Management, Shipping, Foreign National Loans, Bond Program, Residential Lending..., Notary Public, Residential Lending..., Compliance Regulations, FHA financing, Bond Programs, Secondary Marketing, Dodd-Frank, TRID, HMDA Reporting
Education
FIU
Minor, Business/Commerce, General
Miami Dade College
Associate's degree, Business/Commerce, General
EASTERN NATIONAL BANK August 1996 - Present
FIRST UNION NATIONAL BANK August 1991 - August 1996
SOUTHEAST BANK N.A. March 1981 - June 1982
SOUTHEAST MORTGAGE COMPANY December 1976 - February 1981
SOUTHEAST SERVICES N.A. April 1970 - December 1976
CORAL WAY INSURANCE AGENCY January 1969 - April 1970
Skills
International Private..., Banking, Loans, Customer Service, Portfolio Management, Credit, Strategic Planning, Microsoft Office, Retail Banking
Education
Miami Dade College
Associate of Arts (AA), International Business
First Citizens Bank February 1996 - Present
First Union National Bank September 1983 - February 1996
Skills
Credit, Commercial Lending, Small Business Lending, Loans, Banking, Budgets, Consumer Lending, Commercial Banking, Lines Of Credit, Loan Origination, Retail Banking, Mortgage Lending, Underwriting, Mortgage Banking, Portfolio Management
Education
North Carolina State University 1979 — 1983
BS, Business Management/Economics
NCUA January 2012 - Present
FDIC March 2010 - September 2012
FDIC October 2005 - March 2010
Self Employed June 2001 - September 2005
EDS Group April 2000 - April 2001
First Union National Bank 1996 - 2000
IBM March 1982 - August 1987
IBM May 1979 - February 1982
Skills
Asset Management, Certified Project..., Financial Analysis, Negotiation, Creative Problem Solving, Problem Analysis, Cash Flow Forecasting, Cash Flow Management, IT Management, Risk Management, Credit, Banking, Financial Risk, Underwriting, Finance, Credit Analysis, Loans, Credit Risk, Commercial Lending, Analysis, Real Estate, Financial Institutions, Internal Controls, Auditing, Capital Markets, Project Management, Loan Origination, Risk Analysis, Loss Mitigation, Operational Risk..., Structured Finance, Loan Servicing, Loan Modifications, Commercial Mortgages, Sarbanes-Oxley Act, Commercial Banking, Cash Flow, Asset Managment, Retail Banking, Small Business Lending, Consumer Lending, Mortgage Lending, Portfolio Management, Financial Modeling, Financial Services, Investments, Treasury Management
Education
Mercer University - Stetson School of Business and Economics 1988 — 1989
MBA, Finance, Management, Law
Mercer University - Stetson School of Business and Economics 1988 — 1989
BBA, Marketing, Management
Big Brothers Big Sisters April 2010 - September 2010
Ryder Integrated Logistics November 2008 - November 2009
First Union National Bank September 1998 - April 2001
Skills
Ten key, Microsoft Office 2010, Outlook
Education
Norfolk State University
Humanities
University of Phoenix Charlotte Campus
CruiseOne June 2011 - Present
American Express March 2007 - November 2011
First Union National Bank August 1978 - September 1999
Education
Miami Dade College 2007 — 2009
G.W. Wingate High School
EMC April 2009 - Present
Wachovia Bank July 2001 - April 2009
Intranet Communications Systems March 2000 - July 2001
First Union National Bank July 1996 - February 2000
North Carolina State University May 1992 - July 1996
AGS Information Services Inc September 1990 - May 1992
Foundation Computer Systems February 1988 - September 1990
Skills
Cloud Computing, Virtualization, Enterprise Architecture, Consultancy, IT Service Management, Event Management, Performance Management, ITIL, Governance, Risk Management, Compliance, Security Management, Internet Security, Product Management, Business Analysis, Integration, Storage Management, Network Management..., System Administration, Software Development, Network Programming, Security, Unix, Network Administration, Solaris, Data Center, Consulting, SAN
Education
North Carolina A&T State University
Bachelor of Science, COMPUTER SCIENCE
SunTrust Bank March 1999 - Present
First Union National Bank 1983 - 1992
Skills
Consumer Lending, Small Business Lending, Branch Management, Commercial Lending, Banking, Loans, Sales Management, Lines Of Credit, Commercial Banking
Education
Miami Dade College
Business Administration and Management, General
Express Scripts (formerly Medco) 2012 - Present
Medco 2009 - 2012
Medco 2005 - 2009
Medco 2002 - 2005
Medco 1996 - 2000
First Union National Bank 1994 - 1996
Skills
Operations Management, Process Improvement, P&L Management, Call Center, Forecasting, Business Planning, Operations, Hyperion Planning, Hyperion, Workforce Planning, Workforce Management, Business Process..., Vendor Management, Cross-functional Team..., Management, Call Centers, Hyperion Enterprise, Change Management, Project Management, Team Building, Pharmacy Benefit..., Managerial Finance, Managed Care, Business Analysis, Performance Management, Analytics, Finance, Healthcare, Six Sigma, Medicare, Strategic Planning
Education
Montclair State University 1994 — 2000
MBA, Management
William Paterson University of New Jersey 1989 — 1994
BS, Finance
Unity Bank March 2013 - December 2013
CIT 2006 - 2012
CIT 1998 - 2006
CIT 1998 - 2000
First Union National Bank 1992 - 1997
The Howard Savings Bank 1978 - 1992
Skills
Microsoft Office, InfoLease, Shaw, •U.S. Small Business..., FDIC Regulations and..., Loan Servicing and..., Collateral and Asset..., Customer Service, Loan Workouts, Portfolio Management, Loans, Loan Servicing, Business Analysis, Process Improvement, Fiserv/Navigator, Leadership, Management
Education
Montclair State University
Bachelor of Arts (B.A.)
Wells Fargo SMC April 2011 - Present
Wachovia January 2000 - March 2011
First Union National Bank June 1978 - December 2000
Education
North Carolina State University 1969 — 1973
Bachelor of Science (BS), PSAM Computer Science
Wilmington Trust May 2010 - Present
Wilmington Trust May 2010 - Present
Wilmington Trust April 2007 - May 2010
Wilmington Trust April 2007 - May 2010
Wilmington Trust January 2004 - April 2007
Wilmington Trust January 2004 - April 2007
MetLife May 2001 - January 2004
MetLife Resources May 2001 - January 2004
First Union National Bank November 1999 - May 2001
Nationwide Insurance Company January 1996 - May 1999
Skills
Organization, Detailed Organization, Well-developed..., Financial Services, Investments, Finance, Insurance, Banking, Mutual Funds, Management, Loans, Sales, Retirement, Life Insurance, Fixed Annuities, Financial Advisory, Accounting, Call Centers, Pensions, Disability Insurance, Selling, IRAs, Policy
Education
Cannon Financial Institute
Morgan State University
Bachelors of Science, Sociology
Wilmington College
MBA, Business Administration and Management, General
Wilmington University
Masters Degree, Business Administration
First Union National Bank July 1959 - August 2006
Education
Mitchell Community College 1958 — 1959
HOME DEPOT USA, INC. March 2012 - Present
MODSPACE February 2015 - Present
GLOUCESTER COUNTY FEDERAL SAVINGS ( INVESTORS BANK) March 2013 - July 2014
SAMUELS AND SON SEAFOOD COMPANY May 2008 - December 2012
SEA-LECT WHOLESALE SEAFOOD, INC. March 2005 - May 2008
LAURENCE A. HECKER ESQ. January 2005 - March 2005
EQUITY ONE, INC. July 2003 - May 2004
COMMERCE BANK N. A. July 2002 - July 2003
COMMERCE BANK N. A. September 1999 - July 2002
FIRST UNION NATIONAL BANK January 1999 - September 1999
Skills
Management, Banking, Customer Service, Risk Management, Financial Analysis, Credit, Retail Banking, Finance, Portfolio Management, Business Analysis, Loans, Mortgage Lending, Consumer Lending, Financial Risk, Credit Cards, Financial Services, Payments, Analysis, Account Reconciliation, Accounting, Accounts Receivable, Sales, Invoicing, Refinance, Executive Management, Underwriting, Collections, Loan Servicing
Education
MONTCLAIR STATE UNIVERSITY 1977 — 1981
Bachelor's Degree, BUSINESS ADMINISTRATION
Montclair State University 1977 — 1981
Bachelor of Science (B.S.), Business Administration, Management and Operations
COUNTY COLLEGE OF MORRIS 1975 — 1977
Associate's Degree, PUBLIC ADMINISTRATION
First Hope Bank January 2006 - Present
First Hope Bank January 2006 - Present
The Bank of New York November 1999 - December 2005
First Union National Bank November 1984 - September 1999
Skills
Banking
Education
Montclair State University 1978 — 1983
Bachelor of Science (B.S.), Business Management
ACE Private Risk Services March 2015 - Present
Fireman's Fund Insurance Company April 1999 - March 2015
First Union National Bank August 1986 - April 1999
Education
Moravian College 1982 — 1986
Bachelor’s Degree, Business Administration and Management, General