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
First Union National Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Union National Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Employee
Years
Job
Industry
Ronald E. (Ron) Garrow Ronald E. (Ron) Garrow's First Union National Bank Experience September 1999 - November 2000
Job Chief Human Resources Officer at MasterCard
Industry Human Resources
Experience
MasterCard April 2013 - Present
MasterCard March 2010 - March 2013
Bank of America September 2008 - March 2010
Bank of America February 2008 - September 2008
Bank of America April 2004 - February 2008
Wachovia March 2003 - April 2004
Wachovia December 2000 - April 2004
First Union National Bank September 1999 - November 2000
First Union National Bank March 1992 - November 2000
First Union National Bank August 1984 - March 1992
Education
Pfeiffer University 1990 — 1993
MBA, MBA
University of North Carolina at Charlotte 1982 — 1986
BA, Business
MasterCard April 2013 - Present
MasterCard March 2010 - March 2013
Bank of America September 2008 - March 2010
Bank of America February 2008 - September 2008
Bank of America April 2004 - February 2008
Wachovia March 2003 - April 2004
Wachovia December 2000 - April 2004
First Union National Bank September 1999 - November 2000
First Union National Bank March 1992 - November 2000
First Union National Bank August 1984 - March 1992
Education
Pfeiffer University 1990 — 1993
MBA, MBA
University of North Carolina at Charlotte 1982 — 1986
BA, Business
Patrick Floyd Patrick Floyd's First Union National Bank Experience January 1999 - January 2000
Job Customer Support Supervisor at Wolfram
Industry Computer Software
Experience
Wolfram October 2014 - Present
Wolfram Research July 2008 - Present
Patterson Companies, Inc. December 2003 - July 2008
Swiss Colony Retail Brands July 2003 - December 2003
AXA Equitable January 2000 - January 2003
First Union National Bank January 1999 - January 2000
PNC January 1995 - January 1999
Bank One Credit Cards 1995 - 1998
Skills
Customer Satisfaction, Customer Service, Call Centers, Performance Management, Training, Analysis, Team Building, Troubleshooting, Process Improvement, Sales, Customer Focus, Project Management, Solution Selling, Social Media, Team Leadership, Product Management, Data Analysis, PowerPoint, Technical Writing, Account Management, SugarCRM, System Administration, Leadership, Management, Business Analysis, Direct Sales, Forecasting, Microsoft Excel, Microsoft Word, Budgets, Program Management, Vendor Management, Organizing, Call Center, Microsoft Office, Business Development, Databases, Data Mining, Customer Retention, HTML, Public Speaking, Coaching, Software Documentation, Sales Management, Strategic Planning, CRM, Sales Operations, Wolfram Language
Education
Parkland College 2002 — 2007
Associates, Liberal Arts
Parkland College
Liberal Arts and Sciences, General Studies and Humanities
Wolfram October 2014 - Present
Wolfram Research July 2008 - Present
Patterson Companies, Inc. December 2003 - July 2008
Swiss Colony Retail Brands July 2003 - December 2003
AXA Equitable January 2000 - January 2003
First Union National Bank January 1999 - January 2000
PNC January 1995 - January 1999
Bank One Credit Cards 1995 - 1998
Skills
Customer Satisfaction, Customer Service, Call Centers, Performance Management, Training, Analysis, Team Building, Troubleshooting, Process Improvement, Sales, Customer Focus, Project Management, Solution Selling, Social Media, Team Leadership, Product Management, Data Analysis, PowerPoint, Technical Writing, Account Management, SugarCRM, System Administration, Leadership, Management, Business Analysis, Direct Sales, Forecasting, Microsoft Excel, Microsoft Word, Budgets, Program Management, Vendor Management, Organizing, Call Center, Microsoft Office, Business Development, Databases, Data Mining, Customer Retention, HTML, Public Speaking, Coaching, Software Documentation, Sales Management, Strategic Planning, CRM, Sales Operations, Wolfram Language
Education
Parkland College 2002 — 2007
Associates, Liberal Arts
Parkland College
Liberal Arts and Sciences, General Studies and Humanities
Sedrick Dunson Sedrick Dunson's First Union National Bank Experience 1992 - 1994
Job Account Manager at United Office Systems
Industry Information Technology and Services
Experience
United Office Systems February 2014 - Present
Aramark Uniform Services September 2011 - January 2014
Dillard Goldsboro Alumni and Friends 2013 - 2014
Konica Minolta Business Solutions January 2003 - September 2011
Network Telephone July 2002 - November 2002
Cell Phone Depot February 2002 - July 2002
Network Plus 2001 - 2002
First Union National Bank 1992 - 1994
Skills
Customer Retention, Selling, B2B, Positioning, Team Building, Territory..., High-Impact Sales..., Sales Operations, Sales Management, Cold Calling, Sales Process, Direct Sales, Solution Selling, Salesforce.com, Outside Sales, Leadership, Strategy, Sales, CRM, Customer Service, Account Management, Management, Customer Satisfaction, Business Planning, Cloud Computing, Forecasting, Sales Presentations
Education
North Carolina State University 1986 — 1990
Bachelor of Arts, Business Management
Goldsboro High School 1983 — 1986
High School Diploma
Southwest Dekalb
United Office Systems February 2014 - Present
Aramark Uniform Services September 2011 - January 2014
Dillard Goldsboro Alumni and Friends 2013 - 2014
Konica Minolta Business Solutions January 2003 - September 2011
Network Telephone July 2002 - November 2002
Cell Phone Depot February 2002 - July 2002
Network Plus 2001 - 2002
First Union National Bank 1992 - 1994
Skills
Customer Retention, Selling, B2B, Positioning, Team Building, Territory..., High-Impact Sales..., Sales Operations, Sales Management, Cold Calling, Sales Process, Direct Sales, Solution Selling, Salesforce.com, Outside Sales, Leadership, Strategy, Sales, CRM, Customer Service, Account Management, Management, Customer Satisfaction, Business Planning, Cloud Computing, Forecasting, Sales Presentations
Education
North Carolina State University 1986 — 1990
Bachelor of Arts, Business Management
Goldsboro High School 1983 — 1986
High School Diploma
Southwest Dekalb
Jeanie McAlister Jeanie McAlister's First Union National Bank Experience 1998 - 2001
Job Realtor at Keller Williams Realty New Tampa
Industry Real Estate
Experience
Keller Williams Realty New Tampa April 2008 - Present
Keller Williams Dade City/Wesley Chapel office April 2008 - February 2009
INLAND HOMES July 2001 - December 2007
First Union National Bank 1998 - 2001
First Union National Bank 1992 - 1998
First Union National Bank February 1989 - 1992
First Union National Bank August 1987 - February 1989
Barnett Banks Inc May 1985 - August 1987
First Union National Bank February 1983 - March 1985
Continental Illinois National Bank November 1978 - June 1982
Skills
New Home Sales, Short Sales, Investments, Sales, Selling, Buyer Representation, Residential Homes, Single Family Homes, REO, Investment Properties
Education
Oral Roberts University
Bachelor of Arts (BA), Telecommunicatons and Education
University of South Florida
Keller Williams Realty New Tampa April 2008 - Present
Keller Williams Dade City/Wesley Chapel office April 2008 - February 2009
INLAND HOMES July 2001 - December 2007
First Union National Bank 1998 - 2001
First Union National Bank 1992 - 1998
First Union National Bank February 1989 - 1992
First Union National Bank August 1987 - February 1989
Barnett Banks Inc May 1985 - August 1987
First Union National Bank February 1983 - March 1985
Continental Illinois National Bank November 1978 - June 1982
Skills
New Home Sales, Short Sales, Investments, Sales, Selling, Buyer Representation, Residential Homes, Single Family Homes, REO, Investment Properties
Education
Oral Roberts University
Bachelor of Arts (BA), Telecommunicatons and Education
University of South Florida
Bud Luke Bud Luke's First Union National Bank Experience 1999 - 2002
Job Bartender at The Breaker at The Kravis Ctyr
Industry Food & Beverages
Experience
The Breaker at The Kravis Ctyr January 2001 - Present
Team Lending 2001 - 2009
First Union National Bank 1999 - 2002
Skills
Catering, Event Planning, Customer Service, Food, Wine, Food Service, Volunteer Management, Strategic Planning, Sales, Restaurant Management, Non-profits, Menu Development, Hospitality Management, Investments, Marketing Strategy, Hospitality, Bartending, Fine Dining, Beer
Education
FAU
Palm Beach Community College
Bus
The Breaker at The Kravis Ctyr January 2001 - Present
Team Lending 2001 - 2009
First Union National Bank 1999 - 2002
Skills
Catering, Event Planning, Customer Service, Food, Wine, Food Service, Volunteer Management, Strategic Planning, Sales, Restaurant Management, Non-profits, Menu Development, Hospitality Management, Investments, Marketing Strategy, Hospitality, Bartending, Fine Dining, Beer
Education
FAU
Palm Beach Community College
Bus
Viviana Galeano's First Union National Bank Experience January 1998 - May 2001
Job Administrative Assistant at Nano Pet Products LLC Dog Gone Smart
Industry Computer Software
Experience
Nano Pet Products LLC Dog Gone Smart May 2015 - Present
Questionmark March 2006 - October 2014
Questionmark Corporation March 2006 - October 2014
YellowBook USA May 2001 - March 2006
First Union National Bank January 1998 - May 2001
Skills
Spanish, Microsoft Office, Customer Relations, Word, Excel, PowerPoint, Windows, Event Management, Microsoft Excel, Microsoft Word, Management, Customer Service, Sales, Training, Administrative..., Advertising, Editing, Outlook, Invoicing, Event Planning, Administrative..., Marketing
Education
Norwalk Community College
Associate of Science Degree, Business Administration
Norwalk Community College
Nano Pet Products LLC Dog Gone Smart May 2015 - Present
Questionmark March 2006 - October 2014
Questionmark Corporation March 2006 - October 2014
YellowBook USA May 2001 - March 2006
First Union National Bank January 1998 - May 2001
Skills
Spanish, Microsoft Office, Customer Relations, Word, Excel, PowerPoint, Windows, Event Management, Microsoft Excel, Microsoft Word, Management, Customer Service, Sales, Training, Administrative..., Advertising, Editing, Outlook, Invoicing, Event Planning, Administrative..., Marketing
Education
Norwalk Community College
Associate of Science Degree, Business Administration
Norwalk Community College
Elizabeth Roscoe Elizabeth Roscoe's First Union National Bank Experience 1995 - 2000
Job Trainer/Training Coordinator | I help banks, attorneys & title companies improve their productivity
Industry Financial Services
Experience
Millennium Software Developers, Inc., 2005 - Present
Monticello Bank/Mortgage Lion 2004 - 2005
Monticello Bank/Mortgage Lion 2003 - 2004
Florida Bank 2000 - 2002
First Union National Bank 1995 - 2000
Merrill Lynch 1989 - 1995
Skills
Training & Development, Instructor-led Training, Job-Aids, Corporate Training, Technical Training, Soft Skills, ADDIE, Training Delivery, E-Learning, VILT, Training Evaluation, Coaching, Banking, Staff Development, Adult Learning..., Custom Content..., Curriculum Development, Needs/Skills Assessment, Activity/Job Aid Design, Evaluation/Gap Analysis, Computer-Based Training, Web-Based Training, Workshop Presentations, WebEx, GoToMeeting, Technical Skills, Train the Trainer, Mortgage Lending, Mortgage Banking, Residential Mortgages, Commerical Mortgages, Mortgage Processing, Presentations Skills, Communication Skills, Employee Training, Cold Calling, Needs Analysis, Sales, Team Building, Credit
Education
Florida State College
Associate’s Degree
Pensacola State College
Ward Clerk Certification
Millennium Software Developers, Inc., 2005 - Present
Monticello Bank/Mortgage Lion 2004 - 2005
Monticello Bank/Mortgage Lion 2003 - 2004
Florida Bank 2000 - 2002
First Union National Bank 1995 - 2000
Merrill Lynch 1989 - 1995
Skills
Training & Development, Instructor-led Training, Job-Aids, Corporate Training, Technical Training, Soft Skills, ADDIE, Training Delivery, E-Learning, VILT, Training Evaluation, Coaching, Banking, Staff Development, Adult Learning..., Custom Content..., Curriculum Development, Needs/Skills Assessment, Activity/Job Aid Design, Evaluation/Gap Analysis, Computer-Based Training, Web-Based Training, Workshop Presentations, WebEx, GoToMeeting, Technical Skills, Train the Trainer, Mortgage Lending, Mortgage Banking, Residential Mortgages, Commerical Mortgages, Mortgage Processing, Presentations Skills, Communication Skills, Employee Training, Cold Calling, Needs Analysis, Sales, Team Building, Credit
Education
Florida State College
Associate’s Degree
Pensacola State College
Ward Clerk Certification
Adam Holtzschue Adam Holtzschue's First Union National Bank Experience 1992 - 2000
Job Head of Lending & Banking Services at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors June 2012 - Present
Wells Fargo January 2009 - June 2012
Wachovia 2007 - 2009
Wachovia 2000 - 2007
First Union National Bank 1992 - 2000
Skills
Wealth Management, Series 7, Asset Allocation, Securities, Retirement Planning, Investments, Credit Risk, Investment Management, Strategic Financial..., Equities, Commercial Banking, Portfolio Management, Credit Analysis, Investment Advisory, Loans
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Securities Industry Institute
Wake Forest University - Babcock Graduate School of Management 1990 — 1992
MBA, Management & Corporate Finance
Ohio Wesleyan University 1982 — 1986
BA, Psychology, Minor in Economics
Wells Fargo Advisors June 2012 - Present
Wells Fargo January 2009 - June 2012
Wachovia 2007 - 2009
Wachovia 2000 - 2007
First Union National Bank 1992 - 2000
Skills
Wealth Management, Series 7, Asset Allocation, Securities, Retirement Planning, Investments, Credit Risk, Investment Management, Strategic Financial..., Equities, Commercial Banking, Portfolio Management, Credit Analysis, Investment Advisory, Loans
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Securities Industry Institute
Wake Forest University - Babcock Graduate School of Management 1990 — 1992
MBA, Management & Corporate Finance
Ohio Wesleyan University 1982 — 1986
BA, Psychology, Minor in Economics
Cathy Crosby Cathy Crosby's First Union National Bank Experience January 1999 - January 2000
Job VP Senior Financial Analyst Finance Business Support Customer Segment Controller at Bank of America
Industry Financial Services
Experience
Bank of America May 2014 - Present
Bank of America July 2011 - May 2014
Bank of America January 2006 - July 2011
Columbia Management January 2000 - January 2006
First Union National Bank January 1999 - January 2000
First Union National Bank January 1996 - January 1999
First Union National Bank January 1994 - January 1996
Nalle Clinic January 1991 - January 1994
Nalle Clinic January 1990 - January 1991
Nalle Clinic January 1986 - January 1990
Skills
Coaching, Data Analysis, Accounting, Leadership, Access, Management, Process Improvement, Auditing, Risk Management, Team Building, Strategic Planning, Financial Risk, Business Analysis, Change Management
Education
Queens University of Charlotte 2008 — 2009
Business Coaching Certificate
Pfeiffer University 1976 — 1980
BA, Accounting major, Mathematics minor
Bank of America May 2014 - Present
Bank of America July 2011 - May 2014
Bank of America January 2006 - July 2011
Columbia Management January 2000 - January 2006
First Union National Bank January 1999 - January 2000
First Union National Bank January 1996 - January 1999
First Union National Bank January 1994 - January 1996
Nalle Clinic January 1991 - January 1994
Nalle Clinic January 1990 - January 1991
Nalle Clinic January 1986 - January 1990
Skills
Coaching, Data Analysis, Accounting, Leadership, Access, Management, Process Improvement, Auditing, Risk Management, Team Building, Strategic Planning, Financial Risk, Business Analysis, Change Management
Education
Queens University of Charlotte 2008 — 2009
Business Coaching Certificate
Pfeiffer University 1976 — 1980
BA, Accounting major, Mathematics minor
Patricia Gardner Patricia Gardner's First Union National Bank Experience 1991 - 1994
Job Experienced Office/Facilities Management and Administrative Services Professional
Industry Facilities Services
Experience
Steven E. Mirsky, LLC July 2013 - Present
Steven E. Mirsky, LLC 2013 - 2015
Steven E. Mirsky, LLC 2013 - 2015
Steven E. Mirsky, LLC 2013 - 2015
Reed Elsevier January 2008 - December 2011
Elsevier September 2006 - December 2008
CURRENT Group, LLC 2005 - 2006
Ernst & Young August 1999 - July 2005
Lincoln Property Company 1994 - 1999
First Union National Bank 1991 - 1994
Skills
Facilities Management, Office Management, Supervisory Skills, Customer Service, Operating Budgets, Budgets, Property Management, Project Management, Integration, Contract Negotiation, Management, Accounting, Training, Process Improvement, Security, Access, Operations Management, Real Estate, Performance Management, PowerPoint, Administration, Microsoft Excel, Project Planning, Customer Satisfaction, Human Resources, Program Management, Contract Management, Microsoft Office, Construction, Accounts Payable
Education
Northern Virginia Community College
Northern Virginia Community College
Steven E. Mirsky, LLC July 2013 - Present
Steven E. Mirsky, LLC 2013 - 2015
Steven E. Mirsky, LLC 2013 - 2015
Steven E. Mirsky, LLC 2013 - 2015
Reed Elsevier January 2008 - December 2011
Elsevier September 2006 - December 2008
CURRENT Group, LLC 2005 - 2006
Ernst & Young August 1999 - July 2005
Lincoln Property Company 1994 - 1999
First Union National Bank 1991 - 1994
Skills
Facilities Management, Office Management, Supervisory Skills, Customer Service, Operating Budgets, Budgets, Property Management, Project Management, Integration, Contract Negotiation, Management, Accounting, Training, Process Improvement, Security, Access, Operations Management, Real Estate, Performance Management, PowerPoint, Administration, Microsoft Excel, Project Planning, Customer Satisfaction, Human Resources, Program Management, Contract Management, Microsoft Office, Construction, Accounts Payable
Education
Northern Virginia Community College
Northern Virginia Community College
Kevin I. Sewell Kevin I. Sewell's First Union National Bank Experience January 1996 - November 1999
Job Executive Client Consultant at Kentriece International Marketing, Promotions & Graphics
Industry Higher Education
Experience
Kentriece International Marketing, Promotions & Graphics January 1998 - Present
Howard University Coll. of Eng. Arch. & Comp. Sci. November 2004 - 2011
District of Columbia Public Schools September 2001 - November 2004
Computer Associates November 1999 - April 2001
First Union National Bank January 1996 - November 1999
Skills
Project Management, Public Speaking, New Business Development, Retention Programs, College Recruiting, Graduate Recruitment, Graphic Design, Recruiting
Education
South Carolina State University 1982 — 1987
Bachelor of Science (BS), Marketing
Nyack College
Master of Science (MS), Organizational Leadership
Kentriece International Marketing, Promotions & Graphics January 1998 - Present
Howard University Coll. of Eng. Arch. & Comp. Sci. November 2004 - 2011
District of Columbia Public Schools September 2001 - November 2004
Computer Associates November 1999 - April 2001
First Union National Bank January 1996 - November 1999
Skills
Project Management, Public Speaking, New Business Development, Retention Programs, College Recruiting, Graduate Recruitment, Graphic Design, Recruiting
Education
South Carolina State University 1982 — 1987
Bachelor of Science (BS), Marketing
Nyack College
Master of Science (MS), Organizational Leadership
Wayne Magerl Wayne Magerl's First Union National Bank Experience 1982 - 1986
Job Identifying & Placing Top Talent in the Food Industry Managing Partner at GRN Winter Garden. Contact us at 4079054441
Industry Staffing and Recruiting
Experience
GRN Winter Garden (Global Recruiters) May 2011 - Present
American Income Life April 2011 - December 2011
Symcor August 2008 - February 2011
SunTrust Bank August 2003 - August 2008
SunTrust Bank 1998 - 2003
KeyBank April 1995 - July 1998
MidLantic Bank 1986 - 1995
First Union National Bank 1982 - 1986
Skills
Process Improvement, Banking, Vendor Management, Risk Management, Operations Management, Change Management, Team Building, Strategic Planning, Six Sigma, Leadership, Project Management, Business Analysis, Coaching, Program Management, Business Process..., Outsourcing, Forecasting, Management, Team Management, Integration, Management Consulting, Business Planning, Process Engineering, Cross-functional Team..., SDLC, CRM, Team Leadership, Strategy, Business Strategy, Supply Chain, Business Development, Quality Assurance, Negotiation, Performance Management, Contract Negotiation, Human Resources, Project Planning, Budgets, Analysis, Recruiting, Executive Management, Finance, Sourcing, Retail, Training, P&L Management, Customer Service, Start-ups, Mergers & Acquisitions, Enterprise Software
Education
North Carolina State University 1982 — 1986
Masters of Science, Textile Technology
Philadelphia University 1975 — 1979
Bachelor of Science, Textile Management
GRN Winter Garden (Global Recruiters) May 2011 - Present
American Income Life April 2011 - December 2011
Symcor August 2008 - February 2011
SunTrust Bank August 2003 - August 2008
SunTrust Bank 1998 - 2003
KeyBank April 1995 - July 1998
MidLantic Bank 1986 - 1995
First Union National Bank 1982 - 1986
Skills
Process Improvement, Banking, Vendor Management, Risk Management, Operations Management, Change Management, Team Building, Strategic Planning, Six Sigma, Leadership, Project Management, Business Analysis, Coaching, Program Management, Business Process..., Outsourcing, Forecasting, Management, Team Management, Integration, Management Consulting, Business Planning, Process Engineering, Cross-functional Team..., SDLC, CRM, Team Leadership, Strategy, Business Strategy, Supply Chain, Business Development, Quality Assurance, Negotiation, Performance Management, Contract Negotiation, Human Resources, Project Planning, Budgets, Analysis, Recruiting, Executive Management, Finance, Sourcing, Retail, Training, P&L Management, Customer Service, Start-ups, Mergers & Acquisitions, Enterprise Software
Education
North Carolina State University 1982 — 1986
Masters of Science, Textile Technology
Philadelphia University 1975 — 1979
Bachelor of Science, Textile Management
Mike Lesmeister Mike Lesmeister's First Union National Bank Experience June 1989 - August 1994
Job Branch Manager at CORE Lending
Industry Real Estate
Experience
CORE Lending November 2013 - Present
Blue Ribbon Agent December 2007 - Present
AmeriPro Funding January 2012 - November 2013
Home Loan Specialists, Inc. January 2008 - January 2012
AmREIT February 2008 - December 2008
AllianceBernstein March 1998 - July 2007
Evergreen Investments August 1994 - March 1998
First Union National Bank June 1989 - August 1994
Skills
Mortgage Lending, Real Estate, First Time Home Buyers, Strategic Financial..., Selling Skills, Investments, Mortgage Marketing, Refinance, Loans, Selling, Residential Homes, Referrals, Sales, Training, USDA, Finance, Marketing, Residential Mortgages, Small Business, Commercial Mortgages, Commercial Real Estate, Investors, Portfolio Management, Foreclosures, Investment Properties, Business Planning, Sellers, Real Estate Economics, Management, Real Estate Transactions, Single Family Homes, New Homes, Loan Origination, REO, FHA, Credit, Short Sales, Mortgage Banking, Property Management, Relocation, Buyers, Certified Mortgage..., Reverse Mortgages, Real Estate Financing, VA loans, FHA financing, Construction Loans
Education
Oklahoma State University 2001 — 2007
M.S., Financial Planning
Wake Forest University 1985 — 1989
B.A., Economics and Politics
CORE Lending November 2013 - Present
Blue Ribbon Agent December 2007 - Present
AmeriPro Funding January 2012 - November 2013
Home Loan Specialists, Inc. January 2008 - January 2012
AmREIT February 2008 - December 2008
AllianceBernstein March 1998 - July 2007
Evergreen Investments August 1994 - March 1998
First Union National Bank June 1989 - August 1994
Skills
Mortgage Lending, Real Estate, First Time Home Buyers, Strategic Financial..., Selling Skills, Investments, Mortgage Marketing, Refinance, Loans, Selling, Residential Homes, Referrals, Sales, Training, USDA, Finance, Marketing, Residential Mortgages, Small Business, Commercial Mortgages, Commercial Real Estate, Investors, Portfolio Management, Foreclosures, Investment Properties, Business Planning, Sellers, Real Estate Economics, Management, Real Estate Transactions, Single Family Homes, New Homes, Loan Origination, REO, FHA, Credit, Short Sales, Mortgage Banking, Property Management, Relocation, Buyers, Certified Mortgage..., Reverse Mortgages, Real Estate Financing, VA loans, FHA financing, Construction Loans
Education
Oklahoma State University 2001 — 2007
M.S., Financial Planning
Wake Forest University 1985 — 1989
B.A., Economics and Politics
Phedra Remarais Phedra Remarais's First Union National Bank Experience June 1994 - September 1999
Job Learning & Development, Banking Professional, and NonProfit Executive
Industry Professional Training & Coaching
Experience
Digital Risk, LLC April 2012 - October 2014
Fondation Etre Ayisyen September 2010 - November 2011
BNY Mellon May 2005 - September 2010
Konbit for Haiti January 2010 - June 2010
Northern Trust August 1999 - May 2004
First Union National Bank June 1994 - September 1999
Skills
Capacity Building, Teaching, Team Leadership, Problem Solving, Process Improvement, Proposal Writing, Program Facilitation, Entrepreneurship..., Mentoring, Non-profits, Portfolio Management, Compliance, New Business Development, Business Development, Nonprofits, Entrepreneurship, Fundraising, CRM, Strategic Planning, Management, Leadership, Training, Organizational..., Staff Development
Education
Nova Southeastern University 2005 — 2009
Master of Science, Conflict Resolution
Saint John's University 1989 — 1994
Bachelor of Science, Economics
Digital Risk, LLC April 2012 - October 2014
Fondation Etre Ayisyen September 2010 - November 2011
BNY Mellon May 2005 - September 2010
Konbit for Haiti January 2010 - June 2010
Northern Trust August 1999 - May 2004
First Union National Bank June 1994 - September 1999
Skills
Capacity Building, Teaching, Team Leadership, Problem Solving, Process Improvement, Proposal Writing, Program Facilitation, Entrepreneurship..., Mentoring, Non-profits, Portfolio Management, Compliance, New Business Development, Business Development, Nonprofits, Entrepreneurship, Fundraising, CRM, Strategic Planning, Management, Leadership, Training, Organizational..., Staff Development
Education
Nova Southeastern University 2005 — 2009
Master of Science, Conflict Resolution
Saint John's University 1989 — 1994
Bachelor of Science, Economics
Sherry Latten Sherry Latten's First Union National Bank Experience 2000 - 2001
Job President, Senior Project Manager (PMP) & Instructional Designer at Latten & Associates Inc
Industry Professional Training & Coaching
Experience
Latten & Associates, Inc. February 2001 - Present
First Union National Bank 2000 - 2001
First Union National Bank 1998 - 2000
First Union National Bank 1996 - 1998
First Union National Bank 1992 - 1996
First Union National Bank 1991 - 1992
First Union National Bank 1990 - 1991
Skills
Performance Consulting, Instructional Design, ADDIE, Learning Management, Training, Leadership, Program Management, Needs Analysis, Coaching, Distance Learning, Leadership Development, Project Management, Blended Learning, Strategy, Software Documentation
Education
Penn State University 2014 — 2018
Master of Professional Studies, Organization Development and Change, 4.0 GPA
University of North Carolina at Greensboro 1986 — 1990
Bachelor of Science, Finance, Management Concentration
University of North Carolina at Greensboro 1986 — 1990
Bachelor of Science, Economics
Latten & Associates, Inc. February 2001 - Present
First Union National Bank 2000 - 2001
First Union National Bank 1998 - 2000
First Union National Bank 1996 - 1998
First Union National Bank 1992 - 1996
First Union National Bank 1991 - 1992
First Union National Bank 1990 - 1991
Skills
Performance Consulting, Instructional Design, ADDIE, Learning Management, Training, Leadership, Program Management, Needs Analysis, Coaching, Distance Learning, Leadership Development, Project Management, Blended Learning, Strategy, Software Documentation
Education
Penn State University 2014 — 2018
Master of Professional Studies, Organization Development and Change, 4.0 GPA
University of North Carolina at Greensboro 1986 — 1990
Bachelor of Science, Finance, Management Concentration
University of North Carolina at Greensboro 1986 — 1990
Bachelor of Science, Economics
Nicole (Nicole Carinci) Kern's First Union National Bank Experience July 2000 - July 2002
Job
Industry
Experience
Wachovia Bank, NA 2006 - April 2007
Wachovia Bank, NA 2002 - 2006
First Union National Bank July 2000 - July 2002
Skills
Bloomberg, Reuters, SuperDerivatives, Microsoft Excel, Microsoft Word, PowerPoint, Opics, FXall, FX Options, Finance, ECN
Education
North Carolina State University 1995 — 2000
Bachelor of Science (BS), Business
Wachovia Bank, NA 2006 - April 2007
Wachovia Bank, NA 2002 - 2006
First Union National Bank July 2000 - July 2002
Skills
Bloomberg, Reuters, SuperDerivatives, Microsoft Excel, Microsoft Word, PowerPoint, Opics, FXall, FX Options, Finance, ECN
Education
North Carolina State University 1995 — 2000
Bachelor of Science (BS), Business
Anitria Roberts, MBA Anitria Roberts, MBA's First Union National Bank Experience 1997 - 1998
Job Sr. Team Leader, Onsite Prov Cons at BCBSNC
Industry Insurance
Experience
BCBSNC December 2014 - Present
BCBSNC March 2011 - December 2014
BCBSNC June 1998 - March 2011
First Union National Bank 1997 - 1998
Skills
Health Insurance, Process Improvement, Leadership, Insurance, Business Analysis, Employee Benefits, Data Warehousing, Claim, Medicare, Business Intelligence, Targeted Selection..., Provider Relations, Provider Education, Service Providers, Consulting, Claims Resolution, Customer Service, Presentations, Data Analysis, Customer Satisfaction, Microsoft Office, Microsoft Excel, PowerPoint, Business Objects, Siebel, SharePoint, Amisys, Macess, Root Cause Analysis
Education
Strayer University-North Carolina 2009 — 2011
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General, 3.8
North Carolina Wesleyan College 2002 — 2004
Bachelor of Science (BS), Business Administration and Management, General
BCBSNC December 2014 - Present
BCBSNC March 2011 - December 2014
BCBSNC June 1998 - March 2011
First Union National Bank 1997 - 1998
Skills
Health Insurance, Process Improvement, Leadership, Insurance, Business Analysis, Employee Benefits, Data Warehousing, Claim, Medicare, Business Intelligence, Targeted Selection..., Provider Relations, Provider Education, Service Providers, Consulting, Claims Resolution, Customer Service, Presentations, Data Analysis, Customer Satisfaction, Microsoft Office, Microsoft Excel, PowerPoint, Business Objects, Siebel, SharePoint, Amisys, Macess, Root Cause Analysis
Education
Strayer University-North Carolina 2009 — 2011
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General, 3.8
North Carolina Wesleyan College 2002 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Timur Tunador Timur Tunador's First Union National Bank Experience May 1998 - August 2000
Job President & CEO at Atlantic Coast Mortgage, LLC, Company NMLS ID 643114
Industry Financial Services
Experience
Atlantic Coast Mortgage, LLC October 2011 - Present
George Mason Mortgage December 2002 - September 2011
JP Morgan Chase September 2000 - December 2002
First Union National Bank May 1998 - August 2000
ICM Mortgage (Pulte Homes) June 1992 - May 1998
Skills
Banking, Construction Loans, Credit, Credit Analysis, Customer Service, FHA, FHA financing, First Time Home Buyers, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Negotiation, Real Estate, Refinance, Residential Mortgages, Sales, Short Sales, Strategic Planning, Team Building, VA loans
Education
Penn State University 1987 — 1991
BA, Speech Communication
Atlantic Coast Mortgage, LLC October 2011 - Present
George Mason Mortgage December 2002 - September 2011
JP Morgan Chase September 2000 - December 2002
First Union National Bank May 1998 - August 2000
ICM Mortgage (Pulte Homes) June 1992 - May 1998
Skills
Banking, Construction Loans, Credit, Credit Analysis, Customer Service, FHA, FHA financing, First Time Home Buyers, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Negotiation, Real Estate, Refinance, Residential Mortgages, Sales, Short Sales, Strategic Planning, Team Building, VA loans
Education
Penn State University 1987 — 1991
BA, Speech Communication
Tommy Trimble's First Union National Bank Experience June 1997 - February 2001
Job Vice President at CNL Commercial Real Estate
Industry Commercial Real Estate
Experience
CNL Commercial Real Estate September 2011 - Present
FOCUS Property Advisors, LLC June 2007 - September 2011
Lat Purser & Associates, Inc. February 2001 - May 2007
First Union National Bank June 1997 - February 2001
Skills
Leases, Location Intelligence, Land Assembly, Retail Site Selection, Tenant Representation, Corporate Real Estate, Brokerage, Real Estate Economics, Real Estate Development, Disposition, Landlords, Shopping Centers, Tenant, Property Management, Contract Negotiation, Lease Negotiations, Real Estate Transactions, Commercial Real Estate, Dispositions
Education
North Carolina State University 1993 — 1997
CNL Commercial Real Estate September 2011 - Present
FOCUS Property Advisors, LLC June 2007 - September 2011
Lat Purser & Associates, Inc. February 2001 - May 2007
First Union National Bank June 1997 - February 2001
Skills
Leases, Location Intelligence, Land Assembly, Retail Site Selection, Tenant Representation, Corporate Real Estate, Brokerage, Real Estate Economics, Real Estate Development, Disposition, Landlords, Shopping Centers, Tenant, Property Management, Contract Negotiation, Lease Negotiations, Real Estate Transactions, Commercial Real Estate, Dispositions
Education
North Carolina State University 1993 — 1997
Jarrod Debardlabon's First Union National Bank Experience June 2002 - February 2003
Job Resource Development Manager at Microstrategy
Industry Accounting
Experience
MicroStrategy February 2015 - Present
MicroStrategy August 2013 - Present
Heritage Fellowship Church 2013 - 2014
Heritage Fellowship Church 2013 - 2014
DLT Solutions May 2007 - August 2013
Provident Bank September 2004 - April 2007
Potomac Video Merrifield June 2002 - July 2004
Lee Highway Multiplex Cinemas/National Amusement October 2001 - May 2004
First Union National Bank June 2002 - February 2003
Skills
Customer Service, PowerPoint, Excel, Accounting, Microsoft Office, Research, Data Entry, Mentoring, Word, Billing, Customer Relations, Teamwork, Microsoft Word, Microsoft Excel, Invoicing, Management, Access, Account Reconciliation, Salesforce.com, Accounts Receivable, Lead Generation, CRM, Leadership, Sales, Account Management, Government, PeopleSoft, Accounts Payable, Training
Education
University of Phoenix 2011 — 2014
Bachelor of Business Management, Business
University of Alabama at Birmingham 2005 — 2005
Incomplete, Business Administration and Management, General
Northern Virginia Community College 2002 — 2003
Business Admin, Pyschology
Ramsay High School 1997 — 2001
High School Diploma, Adavance Placement Studies
MicroStrategy February 2015 - Present
MicroStrategy August 2013 - Present
Heritage Fellowship Church 2013 - 2014
Heritage Fellowship Church 2013 - 2014
DLT Solutions May 2007 - August 2013
Provident Bank September 2004 - April 2007
Potomac Video Merrifield June 2002 - July 2004
Lee Highway Multiplex Cinemas/National Amusement October 2001 - May 2004
First Union National Bank June 2002 - February 2003
Skills
Customer Service, PowerPoint, Excel, Accounting, Microsoft Office, Research, Data Entry, Mentoring, Word, Billing, Customer Relations, Teamwork, Microsoft Word, Microsoft Excel, Invoicing, Management, Access, Account Reconciliation, Salesforce.com, Accounts Receivable, Lead Generation, CRM, Leadership, Sales, Account Management, Government, PeopleSoft, Accounts Payable, Training
Education
University of Phoenix 2011 — 2014
Bachelor of Business Management, Business
University of Alabama at Birmingham 2005 — 2005
Incomplete, Business Administration and Management, General
Northern Virginia Community College 2002 — 2003
Business Admin, Pyschology
Ramsay High School 1997 — 2001
High School Diploma, Adavance Placement Studies
Kim Hocutt Kim Hocutt's First Union National Bank Experience January 2000 - November 2001
Job Director Financial Services Advisory
Industry Financial Services
Experience
KPMG US February 2010 - Present
Wells Fargo 2008 - 2009
Wachovia March 2007 - October 2008
Wachovia March 2004 - March 2007
Wachovia November 2001 - March 2004
First Union National Bank January 2000 - November 2001
First Union National Bank March 1999 - January 2000
First Union National Bank July 1998 - March 1999
First Union National Bank July 1997 - July 1998
First Union National Bank May 1992 - July 1997
Skills
Mergers, Customer Service, Process Engineering, Divestitures, Integration, Training Assessment, Acquisition Integration, Strategic Planning, Retail, Risk Management, Retail Banking, Program Management, Training, Business Process..., Vendor Management, Outsourcing, Financial Services, Mergers & Acquisitions, Leadership, Project Management, Banking, Leadership Development, Change Management, Process Improvement, Business Strategy, Management, Business Process
Education
North Carolina State University
BA, Business Management and Economics
North Carolina State University
AA, Horticulture/Flower and Nursery Crops Technology
KPMG US February 2010 - Present
Wells Fargo 2008 - 2009
Wachovia March 2007 - October 2008
Wachovia March 2004 - March 2007
Wachovia November 2001 - March 2004
First Union National Bank January 2000 - November 2001
First Union National Bank March 1999 - January 2000
First Union National Bank July 1998 - March 1999
First Union National Bank July 1997 - July 1998
First Union National Bank May 1992 - July 1997
Skills
Mergers, Customer Service, Process Engineering, Divestitures, Integration, Training Assessment, Acquisition Integration, Strategic Planning, Retail, Risk Management, Retail Banking, Program Management, Training, Business Process..., Vendor Management, Outsourcing, Financial Services, Mergers & Acquisitions, Leadership, Project Management, Banking, Leadership Development, Change Management, Process Improvement, Business Strategy, Management, Business Process
Education
North Carolina State University
BA, Business Management and Economics
North Carolina State University
AA, Horticulture/Flower and Nursery Crops Technology
Joseph Tibbetts Joseph Tibbetts's First Union National Bank Experience 1998 - 2001
Job Assistant Vice President at State Street Bank
Industry Investment Management
Experience
State Street Bank 2006 - April 2011
Evergreen Investments 2001 - 2006
First Union National Bank 1998 - 2001
Education
Penn State University 1990 — 1995
Bachelor of Science, Major in Finance, Minor in Economics
State Street Bank 2006 - April 2011
Evergreen Investments 2001 - 2006
First Union National Bank 1998 - 2001
Education
Penn State University 1990 — 1995
Bachelor of Science, Major in Finance, Minor in Economics
Brad Moses Brad Moses's First Union National Bank Experience 1979 - 1981
Job Owner/CEO, Global Professional Solutions, Inc.
Industry Information Services
Experience
Global Professional Solutions, Inc. October 2001 - Present
Global Professional Solutions, Inc. October 2001 - Present
Alliance of Professionals & Consultants, Inc. October 2002 - May 2014
Quantum Technology Recruiting May 2001 - October 2001
Information Systems Professionals, Inc. September 1991 - May 2001
Pliant Systems Corporation 1998 - 2001
Starling and Associates, Inc. 1990 - 1991
First Citizens Bank 1981 - 1990
First Union National Bank 1979 - 1981
Southwest Florida Banks 1974 - 1980
Skills
Requirements Analysis, Biopharmaceuticals, Software Development, Finance, Business Planning, Lifesciences, Business Analysis, Leadership, Information Technology, Program Management, Recruiting, Manufacturing, SaaS, Management, Contract Negotiation, Business Development, Strategy, Team Building, New Business Development, Consulting, Strategic Planning, Vendor Management, Team Leadership, Business Strategy, Outsourcing, Process Improvement, Management Consulting, Business Process..., Project Management, Start-ups, Training, Change Management, Human Resources, IT Strategy, Account Management, Technical Recruiting, Telecommunications, Cloud Computing, Temporary Placement, Strategic Partnerships, Professional Services, Cross-functional Team..., Business Intelligence, CRM, Integration, Budgets, Data Center, Executive Management, Networking, Executive Search
Education
Northeastern University 1964 — 1969
B.S. Business Administration, Corporate Finance
Global Professional Solutions, Inc. October 2001 - Present
Global Professional Solutions, Inc. October 2001 - Present
Alliance of Professionals & Consultants, Inc. October 2002 - May 2014
Quantum Technology Recruiting May 2001 - October 2001
Information Systems Professionals, Inc. September 1991 - May 2001
Pliant Systems Corporation 1998 - 2001
Starling and Associates, Inc. 1990 - 1991
First Citizens Bank 1981 - 1990
First Union National Bank 1979 - 1981
Southwest Florida Banks 1974 - 1980
Skills
Requirements Analysis, Biopharmaceuticals, Software Development, Finance, Business Planning, Lifesciences, Business Analysis, Leadership, Information Technology, Program Management, Recruiting, Manufacturing, SaaS, Management, Contract Negotiation, Business Development, Strategy, Team Building, New Business Development, Consulting, Strategic Planning, Vendor Management, Team Leadership, Business Strategy, Outsourcing, Process Improvement, Management Consulting, Business Process..., Project Management, Start-ups, Training, Change Management, Human Resources, IT Strategy, Account Management, Technical Recruiting, Telecommunications, Cloud Computing, Temporary Placement, Strategic Partnerships, Professional Services, Cross-functional Team..., Business Intelligence, CRM, Integration, Budgets, Data Center, Executive Management, Networking, Executive Search
Education
Northeastern University 1964 — 1969
B.S. Business Administration, Corporate Finance
Carlos M Gonzalez's First Union National Bank Experience May 1997 - October 1999
Job Personal Banker at Bank of America
Industry Retail
Experience
Bank of America March 2014 - Present
Pier 1 Imports March 2013 - March 2014
Aaron's, Inc September 2011 - March 2013
New Street Realty September 2005 - September 2011
Coldwell Banker Real Estate May 2004 - September 2005
Miami Beach Federal Credit Union October 1999 - July 2003
First Union National Bank May 1997 - October 1999
Miami Beach FCU May 1995 - May 1997
Skills
Sales Management, Collections, Negotiation, Marketing, Bilingual, Logistics, Inventory Control, Product Development, Financial Analysis, Market Research, Strategy, Real Estate, Management, Business Development, Contract Negotiation, Project Management, Banking, Customer Service, Sales, Strategic Planning, Training
Education
Seminole Community College 2008 — 2009
Building Construction Management
Nova Southeastern University 1994 — 1995
BSBA, Finance
Bank of America March 2014 - Present
Pier 1 Imports March 2013 - March 2014
Aaron's, Inc September 2011 - March 2013
New Street Realty September 2005 - September 2011
Coldwell Banker Real Estate May 2004 - September 2005
Miami Beach Federal Credit Union October 1999 - July 2003
First Union National Bank May 1997 - October 1999
Miami Beach FCU May 1995 - May 1997
Skills
Sales Management, Collections, Negotiation, Marketing, Bilingual, Logistics, Inventory Control, Product Development, Financial Analysis, Market Research, Strategy, Real Estate, Management, Business Development, Contract Negotiation, Project Management, Banking, Customer Service, Sales, Strategic Planning, Training
Education
Seminole Community College 2008 — 2009
Building Construction Management
Nova Southeastern University 1994 — 1995
BSBA, Finance
Scott Crowell Scott Crowell's First Union National Bank Experience January 1991 - June 2000
Job SVP Group Technology Manager, Technology Service Delivery at Wells Fargo, MBA, PMP
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
Wells Fargo January 2011 - September 2012
Wells Fargo July 2009 - December 2010
Wells Fargo January 2006 - July 2009
Wachovia Securities - LLC June 2000 - December 2005
First Union National Bank January 1991 - June 2000
Skills
Strategy, Risk Management, Project Portfolio..., Vendor Management, Program Management, Cross-functional Team..., Business Analysis, Financial Services, Banking, PMP, Management, Project Delivery, Resource Management, Strategic Planning, Leadership, Integration, Mergers & Acquisitions, IT Management, SDLC, Process Improvement, Outsourcing, Data Center, Business Process..., Enterprise Architecture, Enterprise Software, Infrastructure, IT Strategy, Information Technology, Cloud Computing, ITIL
Education
North Carolina State University - College of Management
BA, Economics
University of North Carolina at Charlotte - Belk College of Business
MBA, Business
Wells Fargo October 2012 - Present
Wells Fargo January 2011 - September 2012
Wells Fargo July 2009 - December 2010
Wells Fargo January 2006 - July 2009
Wachovia Securities - LLC June 2000 - December 2005
First Union National Bank January 1991 - June 2000
Skills
Strategy, Risk Management, Project Portfolio..., Vendor Management, Program Management, Cross-functional Team..., Business Analysis, Financial Services, Banking, PMP, Management, Project Delivery, Resource Management, Strategic Planning, Leadership, Integration, Mergers & Acquisitions, IT Management, SDLC, Process Improvement, Outsourcing, Data Center, Business Process..., Enterprise Architecture, Enterprise Software, Infrastructure, IT Strategy, Information Technology, Cloud Computing, ITIL
Education
North Carolina State University - College of Management
BA, Economics
University of North Carolina at Charlotte - Belk College of Business
MBA, Business
Joellen Reichenbach Joellen Reichenbach's First Union National Bank Experience December 1997 - September 1999
Job Creative Marketing Solutions Select Sales
Industry Marketing and Advertising
Experience
Select Sales PA - Creative Marketing Solutions / Promotional Products August 1999 - Present
Awakening Arts Stress Management June 1985 - December 1999
First Union National Bank December 1997 - September 1999
Lucent Technologies 1996 - 1999
Skills
Social Media, Public Relations, Social Networking, Leadership Development, Public Speaking, Advertising, Staff Development, Illustration, Event Planning, Media Relations, Social Media Marketing, Customer Service, Creative Problem Solving, Copywriting, Creative Services, Corporate Branding, Direct Mail, Online Marketing, Brochures, Corporate Gifts, Online Advertising, Email Marketing, Non-profits, Web Design, Fundraising, Blogging, Small Business, Marketing, Trade Shows, Creative Direction, Annual Reports, Event Management, Facebook, Brand Awareness, Constant Contact, Marketing Communications, Graphic Design, Marketing Strategy, Brand Development, Newsletters, Specialty Advertising, Networking, Sales, Nonprofits, Creativity, Time Management, Integrated Marketing, Catalogs, Direct Marketing
Education
Northampton Community College 1993 — 1995
Early Childhood Education
Select Sales PA - Creative Marketing Solutions / Promotional Products August 1999 - Present
Awakening Arts Stress Management June 1985 - December 1999
First Union National Bank December 1997 - September 1999
Lucent Technologies 1996 - 1999
Skills
Social Media, Public Relations, Social Networking, Leadership Development, Public Speaking, Advertising, Staff Development, Illustration, Event Planning, Media Relations, Social Media Marketing, Customer Service, Creative Problem Solving, Copywriting, Creative Services, Corporate Branding, Direct Mail, Online Marketing, Brochures, Corporate Gifts, Online Advertising, Email Marketing, Non-profits, Web Design, Fundraising, Blogging, Small Business, Marketing, Trade Shows, Creative Direction, Annual Reports, Event Management, Facebook, Brand Awareness, Constant Contact, Marketing Communications, Graphic Design, Marketing Strategy, Brand Development, Newsletters, Specialty Advertising, Networking, Sales, Nonprofits, Creativity, Time Management, Integrated Marketing, Catalogs, Direct Marketing
Education
Northampton Community College 1993 — 1995
Early Childhood Education
Barbara Mealmaker Barbara Mealmaker's First Union National Bank Experience 1996 - 2002
Job SVP/Service & Market Administration Greater Phila Market
Industry Financial Services
Experience
Citizens Bank August 2004 - Present
Citizens Financial Group 2004 - Present
Citizens Bank / Royal Bank of Scotland 2004 - Present
Junior Achievement of New Jersey 1997 - September 2010
Wachovia Bank June 1973 - July 2004
Wachovia 2000 - 2004
First Union 1973 - 2004
First Union National Bank 1996 - 2002
Industrial Valley Bank 1983 - 1987
Skills
Credit, Banking, Credit Analysis, Retail Banking, Fundraising, Loans, Leadership, Consumer Lending, Coaching, Commercial Lending, Commercial Banking, Risk Management, Financial Risk, Mergers, Customer Service, Small Business Lending, Mergers & Acquisitions, Operational Risk..., Portfolio Management, AML, Process Improvement, Event Management, Mortgage Lending, Performance Management, Retail, Financial Analysis, Bank Secrecy Act, Branch Management, Cross Selling, Mortgage Banking, Operational Risk, Non-profit Volunteering, Lines Of Credit
Education
Penn State University 1973 — 1977
Journalism
Marple Newtown
Citizens Bank August 2004 - Present
Citizens Financial Group 2004 - Present
Citizens Bank / Royal Bank of Scotland 2004 - Present
Junior Achievement of New Jersey 1997 - September 2010
Wachovia Bank June 1973 - July 2004
Wachovia 2000 - 2004
First Union 1973 - 2004
First Union National Bank 1996 - 2002
Industrial Valley Bank 1983 - 1987
Skills
Credit, Banking, Credit Analysis, Retail Banking, Fundraising, Loans, Leadership, Consumer Lending, Coaching, Commercial Lending, Commercial Banking, Risk Management, Financial Risk, Mergers, Customer Service, Small Business Lending, Mergers & Acquisitions, Operational Risk..., Portfolio Management, AML, Process Improvement, Event Management, Mortgage Lending, Performance Management, Retail, Financial Analysis, Bank Secrecy Act, Branch Management, Cross Selling, Mortgage Banking, Operational Risk, Non-profit Volunteering, Lines Of Credit
Education
Penn State University 1973 — 1977
Journalism
Marple Newtown
Patricia L Ackerman's First Union National Bank Experience April 1996 - June 2000
Job Realtor/Broker at Wilkinson & Associates Real Estate
Industry Real Estate
Experience
Wilkinson & Associates Real Estate ParalegalClawson and Staubes Law OfficeFebruary 2001 - October 2003
First Union National Bank April 1996 - June 2000
Education
Center for Advanced Legal Studies 1989 — 1991
Paralegal
Northern Kentucky University 1975 — 1977
Wilkinson & Associates Real Estate ParalegalClawson and Staubes Law OfficeFebruary 2001 - October 2003
First Union National Bank April 1996 - June 2000
Education
Center for Advanced Legal Studies 1989 — 1991
Paralegal
Northern Kentucky University 1975 — 1977
Michael Mixon's First Union National Bank Experience May 1986 - January 1991
Job dba Mixon Realty
Industry Real Estate
Experience
Michael L. Mixon dba Mixon Realty December 1992 - Present
Mixon Properties Resort Rentals March 1991 - Present
Bay County Association of Realtors 1992 - 2013
Mixon Realty 1991 - 2012
First Union National Bank May 1986 - January 1991
First Union 1986 - 1991
First Union 1986 - 1991
Skills
Property Management, Sellers, Condos, Real Estate, Investment Properties, Foreclosures, Residential Homes, Single Family Homes, Property, Townhomes, Negotiation, Contract Negotiation, Vacation Homes, Real Estate Transactions, Relocation, Short Sales, Marketing, Rentals, Small Business, Vacation Rental
Education
Palm Beach Atlantic University 1972 — 1975
BA, Religion and Speech Arts
Palm Beach Atlantic University 1972 — 1975
BA, Religion and Speech Arts
University of South Carolina-Columbia 1970 — 1972
Cheraw High School
Michael L. Mixon dba Mixon Realty December 1992 - Present
Mixon Properties Resort Rentals March 1991 - Present
Bay County Association of Realtors 1992 - 2013
Mixon Realty 1991 - 2012
First Union National Bank May 1986 - January 1991
First Union 1986 - 1991
First Union 1986 - 1991
Skills
Property Management, Sellers, Condos, Real Estate, Investment Properties, Foreclosures, Residential Homes, Single Family Homes, Property, Townhomes, Negotiation, Contract Negotiation, Vacation Homes, Real Estate Transactions, Relocation, Short Sales, Marketing, Rentals, Small Business, Vacation Rental
Education
Palm Beach Atlantic University 1972 — 1975
BA, Religion and Speech Arts
Palm Beach Atlantic University 1972 — 1975
BA, Religion and Speech Arts
University of South Carolina-Columbia 1970 — 1972
Cheraw High School
Randi Tolber, CFA's First Union National Bank Experience August 1986 - December 1995
Job Director of Society Relations, Americas at CFA Institute
Industry Financial Services
Experience
CFA Institute January 2014 - Present
CFA Institute April 2013 - Present
CFA Institute February 2012 - March 2013
Northern Trust Bank June 1999 - December 2001
First Union National Bank August 1986 - December 1995
Skills
Portfolio Management, Alternative Investments, Investments, Investment Strategies, New Business Development, Equities, Financial Analysis, Relationship Management, Wealth Management, Investment Advisory, Fixed Income Portfolio..., Financial Modeling, Estate Planning, Charitable Trusts, Pension Funds, Trust Services, Client Education, Proposal Writing, Sales Presentations, Project Management, Team Management, Sponsorship Programs, Professional..., Component Development, Finance, Hedge Funds, Capital Markets, Fixed Income, Asset Management, Valuation, Investment Management, Equity Research
Education
Nova Southeastern University 1997 — 2000
Master of Business Administration (M.B.A.)
Auburn University 1982 — 1986
Bachelor of Science (B.S.), International Finance and French
CFA Institute January 2014 - Present
CFA Institute April 2013 - Present
CFA Institute February 2012 - March 2013
Northern Trust Bank June 1999 - December 2001
First Union National Bank August 1986 - December 1995
Skills
Portfolio Management, Alternative Investments, Investments, Investment Strategies, New Business Development, Equities, Financial Analysis, Relationship Management, Wealth Management, Investment Advisory, Fixed Income Portfolio..., Financial Modeling, Estate Planning, Charitable Trusts, Pension Funds, Trust Services, Client Education, Proposal Writing, Sales Presentations, Project Management, Team Management, Sponsorship Programs, Professional..., Component Development, Finance, Hedge Funds, Capital Markets, Fixed Income, Asset Management, Valuation, Investment Management, Equity Research
Education
Nova Southeastern University 1997 — 2000
Master of Business Administration (M.B.A.)
Auburn University 1982 — 1986
Bachelor of Science (B.S.), International Finance and French
Chaun Mikuleza Chaun Mikuleza's First Union National Bank Experience October 1999 - May 2001
Job Vice President at XL Group
Industry Financial Services
Experience
XL Catlin August 2013 - Present
ManpowerGroup December 2010 - March 2013
ManpowerGroup September 2009 - December 2010
Bank of America October 2008 - October 2009
Bank of America February 2007 - October 2008
Bank of America September 2006 - February 2007
Bank of America January 2006 - September 2006
Wachovia November 2004 - January 2006
Wachovia May 2001 - November 2004
First Union National Bank October 1999 - May 2001
Skills
Project Management, PMP, Change Management, Performance Management, Financial Services, Program Management, Design for Six Sigma, Organizational..., Six Sigma, Lean Sigma, Cross-functional Team..., Strategy, Team Building, Strategic Planning, Business Process..., Leadership, Business Process, Management, Recruiting, Risk Management, Lean Manufacturing, Process Improvement, Training, CRM, Continuous Improvement, Analysis, Sourcing, Leadership Development, Vendor Management, Talent Acquisition, Process Engineering, PMO, Operations Management, Human Resources
Education
University of West Florida - College of Business 1994 — 1996
MBA, MBA
Pensacola Christian College 1990 — 1994
English, English
XL Catlin August 2013 - Present
ManpowerGroup December 2010 - March 2013
ManpowerGroup September 2009 - December 2010
Bank of America October 2008 - October 2009
Bank of America February 2007 - October 2008
Bank of America September 2006 - February 2007
Bank of America January 2006 - September 2006
Wachovia November 2004 - January 2006
Wachovia May 2001 - November 2004
First Union National Bank October 1999 - May 2001
Skills
Project Management, PMP, Change Management, Performance Management, Financial Services, Program Management, Design for Six Sigma, Organizational..., Six Sigma, Lean Sigma, Cross-functional Team..., Strategy, Team Building, Strategic Planning, Business Process..., Leadership, Business Process, Management, Recruiting, Risk Management, Lean Manufacturing, Process Improvement, Training, CRM, Continuous Improvement, Analysis, Sourcing, Leadership Development, Vendor Management, Talent Acquisition, Process Engineering, PMO, Operations Management, Human Resources
Education
University of West Florida - College of Business 1994 — 1996
MBA, MBA
Pensacola Christian College 1990 — 1994
English, English
Tim Escott, CFA Tim Escott, CFA's First Union National Bank Experience 1987 - 1994
Job Regional Director at Maple Capital Mgmt. tescott@maplecapital.com Telephone #'s (O)7706937690 (C)7708762742
Industry Financial Services
Experience
Maple Capital Management September 2005 - Present
Mellon Financial July 2004 - August 2005
SunTrust Bank March 2000 - June 2004
TradeStreet Investment Associates 1998 - 2000
NationsBank 1996 - 1998
Valuemetrics 1994 - 1996
First Union National Bank 1987 - 1994
Skills
Portfolio Management, Mutual Funds, Investments, Equities, Wealth Management, Financial Analysis, Asset Allocation
Education
Wake Forest University - Babcock Graduate School of Management 1997 — 1999
MBA
CFA Institute 1994 — 1996
CFA, Investment Management
North Carolina State University - College of Management 1981 — 1986
BA, Business Management
Charlotte Catholic High School 1981 — 1985
Maple Capital Management September 2005 - Present
Mellon Financial July 2004 - August 2005
SunTrust Bank March 2000 - June 2004
TradeStreet Investment Associates 1998 - 2000
NationsBank 1996 - 1998
Valuemetrics 1994 - 1996
First Union National Bank 1987 - 1994
Skills
Portfolio Management, Mutual Funds, Investments, Equities, Wealth Management, Financial Analysis, Asset Allocation
Education
Wake Forest University - Babcock Graduate School of Management 1997 — 1999
MBA
CFA Institute 1994 — 1996
CFA, Investment Management
North Carolina State University - College of Management 1981 — 1986
BA, Business Management
Charlotte Catholic High School 1981 — 1985
Andrew Leech Andrew Leech's First Union National Bank Experience March 1994 - September 2000
Job Vice President, Area Retail Manager at Gateway Bank of FL
Industry Banking
Experience
Gateway Bank of FL January 2006 - Present
SouthTrust Bank September 2000 - December 2005
First Union National Bank March 1994 - September 2000
Skills
Banking, Retail Banking, Sales, Team Building, Management, Marketing, Community Banking, Leadership, Customer Service, Finance, Cross Selling, Relationship Management, Loan Origination
Education
Florida School of Banking 2012 — 2014
Penn State University
Gateway Bank of FL January 2006 - Present
SouthTrust Bank September 2000 - December 2005
First Union National Bank March 1994 - September 2000
Skills
Banking, Retail Banking, Sales, Team Building, Management, Marketing, Community Banking, Leadership, Customer Service, Finance, Cross Selling, Relationship Management, Loan Origination
Education
Florida School of Banking 2012 — 2014
Penn State University
Judy Barndt Judy Barndt's First Union National Bank Experience 1985 - 1990
Job at Cavalier Logistics
Industry Accounting
Experience
Cavalier Logistics April 2009 - Present
Cavalier Logistics April 2009 - 2011
PNC September 1997 - September 2008
Mercantile Bank 1990 - 1996
First Union National Bank 1985 - 1990
Skills
Accounts Payable, Invoicing, Accounting, Microsoft Office, Customer Service, Lotus Notes, Administrative..., Sales, Outlook, Customs Regulations, Windows, Inventory Management, Microsoft Excel, Administration, Analysis, Logistics, Accounts Receivable, Process Improvement
Education
Northern Virginia Community College 1972 — 1973
Madison High 1968 — 1971
College Prep, Science, English
Cavalier Logistics April 2009 - Present
Cavalier Logistics April 2009 - 2011
PNC September 1997 - September 2008
Mercantile Bank 1990 - 1996
First Union National Bank 1985 - 1990
Skills
Accounts Payable, Invoicing, Accounting, Microsoft Office, Customer Service, Lotus Notes, Administrative..., Sales, Outlook, Customs Regulations, Windows, Inventory Management, Microsoft Excel, Administration, Analysis, Logistics, Accounts Receivable, Process Improvement
Education
Northern Virginia Community College 1972 — 1973
Madison High 1968 — 1971
College Prep, Science, English
Pablo de la Canal's First Union National Bank Experience June 1995 - November 2001
Job Head Coach Boys Soccer at Carmel Middle School
Industry Import and Export
Experience
Choice Translating 2008 - Present
Carmel Middle School February 2007 - Present
Ole Futbol May 2002 - Present
First Union National Bank June 1995 - November 2001
LACCC 1998 - 2001
Skills
Customer Service, Spanish, Public Speaking, Microsoft Excel, Strategic Planning, Marketing, PowerPoint, Banking, Business Strategy, Sales Management, Marketing Strategy, Negotiation
Education
Rensselaer Polytechnic Institute at Hartford 1990 — 1999
MS, International Management
Occidental College 1985 — 1988
BA, Economics
Choice Translating 2008 - Present
Carmel Middle School February 2007 - Present
Ole Futbol May 2002 - Present
First Union National Bank June 1995 - November 2001
LACCC 1998 - 2001
Skills
Customer Service, Spanish, Public Speaking, Microsoft Excel, Strategic Planning, Marketing, PowerPoint, Banking, Business Strategy, Sales Management, Marketing Strategy, Negotiation
Education
Rensselaer Polytechnic Institute at Hartford 1990 — 1999
MS, International Management
Occidental College 1985 — 1988
BA, Economics
Tina Price Tina Price's First Union National Bank Experience 2001 - 2002
Job Vice President, AmeriSource Bergen Consulting Services Lash Group
Industry Human Resources
Experience
AmerisourceBergen Lash Group August 2010 - Present
Wachovia - A Wells Fargo Company June 2009 - August 2010
Wachovia Bank November 2007 - 2009
Wachovia Corporation 2005 - 2007
Wachovia Bank 2002 - 2005
First Union National Bank 2001 - 2002
First Union National Bank 1999 - 2001
First Union National Bank 1996 - 1999
Education
Ohio Wesleyan University
BA, Psychology
Rensselaer Polytechnic Institute
MS, Industrial/Organizational Psychology
AmerisourceBergen Lash Group August 2010 - Present
Wachovia - A Wells Fargo Company June 2009 - August 2010
Wachovia Bank November 2007 - 2009
Wachovia Corporation 2005 - 2007
Wachovia Bank 2002 - 2005
First Union National Bank 2001 - 2002
First Union National Bank 1999 - 2001
First Union National Bank 1996 - 1999
Education
Ohio Wesleyan University
BA, Psychology
Rensselaer Polytechnic Institute
MS, Industrial/Organizational Psychology
Marianne Cook (Frame) Marianne Cook (Frame)'s First Union National Bank Experience 1998 - 2003
Job SVP Senior Treasury Sales Officer at Bank of America
Industry Banking
Experience
Bank of America 2006 - Present
First Union National Bank 1998 - 2003
CoreStates Bank N.A. October 1996 - October 1998
Skills
Treasury Management, Risk Management, Loans, Treasury, Credit Cards, Mortgage Banking, Cash Management, Financial Analysis, Banking, Portfolio Management, Commercial Banking, Financial Services
Education
Penn State University 1983 — 1987
Bachelor of Science (BS), Marketing/Marketing Management, General
Downingtown Senior High School 1980 — 1983
High School Diploma
Downingtown senior high
Bank of America 2006 - Present
First Union National Bank 1998 - 2003
CoreStates Bank N.A. October 1996 - October 1998
Skills
Treasury Management, Risk Management, Loans, Treasury, Credit Cards, Mortgage Banking, Cash Management, Financial Analysis, Banking, Portfolio Management, Commercial Banking, Financial Services
Education
Penn State University 1983 — 1987
Bachelor of Science (BS), Marketing/Marketing Management, General
Downingtown Senior High School 1980 — 1983
High School Diploma
Downingtown senior high
Dan Teclaw Dan Teclaw's First Union National Bank Experience 1995 - 1997
Job Ratings, Research, and Risk Management Professional
Industry Capital Markets
Experience
A.M Best Company 2013 - Present
Standard & Poor's May 2007 - December 2012
Wachovia Securities, LLC 2004 - 2007
First Union Securities 1999 - 2003
First Union Securities 1997 - 1999
First Union National Bank 1995 - 1997
NBD 1993 - 1995
US Navy 1984 - 1991
Skills
Debt Capital Markets, Credit Risk, Counterparty Risk, Loan Structuring, Syndications, Structured Products, Derivatives, Commercial Banking, International Banking..., Corporate Finance, Banking Relationships, Risk Management, Program Management, Project Management, Business Process..., Capital Markets, Credit, Portfolio Management, Financial Risk, Banking, Finance, Loans, Financial Services
Education
United States Naval Academy 1980 — 1984
Bachelor of Science (B.S.), Economics
Penn State University 1991 — 1993
MBA, Finance
A.M Best Company 2013 - Present
Standard & Poor's May 2007 - December 2012
Wachovia Securities, LLC 2004 - 2007
First Union Securities 1999 - 2003
First Union Securities 1997 - 1999
First Union National Bank 1995 - 1997
NBD 1993 - 1995
US Navy 1984 - 1991
Skills
Debt Capital Markets, Credit Risk, Counterparty Risk, Loan Structuring, Syndications, Structured Products, Derivatives, Commercial Banking, International Banking..., Corporate Finance, Banking Relationships, Risk Management, Program Management, Project Management, Business Process..., Capital Markets, Credit, Portfolio Management, Financial Risk, Banking, Finance, Loans, Financial Services
Education
United States Naval Academy 1980 — 1984
Bachelor of Science (B.S.), Economics
Penn State University 1991 — 1993
MBA, Finance
Philip Davanzo Philip Davanzo's First Union National Bank Experience September 1990 - February 1999
Job Fairway Independent Mortgage Corp. NMLS #207513
Industry Financial Services
Experience
PNC Mortgage June 2013 - March 2015
Susquehanna Bank January 2013 - June 2013
Wells Fargo Home Mortgage August 2010 - December 2012
Integrated Financial Group, Inc. February 2010 - August 2010
ADP November 2008 - December 2009
Franklin American Mortgage Company June 2007 - November 2008
SunTrust Mortgage June 2002 - June 2007
HomeSide Lending, Inc March 1999 - June 2002
First Union National Bank September 1990 - February 1999
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Refinance, Residential Mortgages, Loans, Customer Service, USDA, Credit, VA loans, FHA financing, Underwriting, Banking, Credit Analysis, Reverse Mortgages, Government Loans, Mortgage Underwriting, First Time Home Buyers, Recruiting
Education
Penn State University 1979 — 1983
BA, Political Science
PNC Mortgage June 2013 - March 2015
Susquehanna Bank January 2013 - June 2013
Wells Fargo Home Mortgage August 2010 - December 2012
Integrated Financial Group, Inc. February 2010 - August 2010
ADP November 2008 - December 2009
Franklin American Mortgage Company June 2007 - November 2008
SunTrust Mortgage June 2002 - June 2007
HomeSide Lending, Inc March 1999 - June 2002
First Union National Bank September 1990 - February 1999
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Refinance, Residential Mortgages, Loans, Customer Service, USDA, Credit, VA loans, FHA financing, Underwriting, Banking, Credit Analysis, Reverse Mortgages, Government Loans, Mortgage Underwriting, First Time Home Buyers, Recruiting
Education
Penn State University 1979 — 1983
BA, Political Science
Scott Polinski Scott Polinski's First Union National Bank Experience August 1993 - August 1995
Job Director, Southeast Regional Sales at LDiscovery
Industry Legal Services
Experience
LDiscovery January 2012 - Present
Jones Lang LaSalle January 2010 - January 2012
Wilson Hull & Neal Real Estate April 2004 - December 2009
On Site Sourcing Inc. August 1995 - March 2004
First Union National Bank August 1993 - August 1995
Skills
Contract Negotiation, Real Estate, Litigation Support, Digital Forensics, Document Review, ESI Processing, Relativity, SaaS, Corporate Law, Litigation, Document Management
Education
Old Dominion University 1986 — 1991
Bachelor of Science, Finance
Kecoughtan HS
LDiscovery January 2012 - Present
Jones Lang LaSalle January 2010 - January 2012
Wilson Hull & Neal Real Estate April 2004 - December 2009
On Site Sourcing Inc. August 1995 - March 2004
First Union National Bank August 1993 - August 1995
Skills
Contract Negotiation, Real Estate, Litigation Support, Digital Forensics, Document Review, ESI Processing, Relativity, SaaS, Corporate Law, Litigation, Document Management
Education
Old Dominion University 1986 — 1991
Bachelor of Science, Finance
Kecoughtan HS
Dara Campbell's First Union National Bank Experience October 1998 - May 1999
Job District Executive
Industry Nonprofit Organization Management
Experience
Boy Scouts of America 2014 - Present
Univar June 2012 - April 2014
DaVita April 2011 - March 2012
Good Shepherd Mediation Program January 2010 - August 2010
Gospel World Communications January 2001 - June 2009
AETNA Insurance Co September 2005 - February 2007
Chrysler Financial Corporation September 1999 - February 2001
First Union National Bank October 1998 - May 1999
Skills
Leadership, Management, Time Management, Networking, Fundraising, Customer Service, Microsoft Excel, Teamwork, Accounting, Quality Assurance, Spreadsheets, Call Centers, Auditing, Interviews, Advertising, Databases, Outlook, Data Entry, Invoicing, Accounts Receivable, Administrative..., Public Speaking, Event Planning, Community Outreach, Team Building, Nonprofits, Training, Leadership Development, Volunteer Management, Strategic Planning, Event Management, Program Management, Program Development
Education
Penn State University 2008 — 2010
Bachelor's degree, Psychology and Social Sciences
The Pennsylvania State University 2008 — 2010
B.A, Psychological & Social Sciences
Boy Scouts of America 2014 - Present
Univar June 2012 - April 2014
DaVita April 2011 - March 2012
Good Shepherd Mediation Program January 2010 - August 2010
Gospel World Communications January 2001 - June 2009
AETNA Insurance Co September 2005 - February 2007
Chrysler Financial Corporation September 1999 - February 2001
First Union National Bank October 1998 - May 1999
Skills
Leadership, Management, Time Management, Networking, Fundraising, Customer Service, Microsoft Excel, Teamwork, Accounting, Quality Assurance, Spreadsheets, Call Centers, Auditing, Interviews, Advertising, Databases, Outlook, Data Entry, Invoicing, Accounts Receivable, Administrative..., Public Speaking, Event Planning, Community Outreach, Team Building, Nonprofits, Training, Leadership Development, Volunteer Management, Strategic Planning, Event Management, Program Management, Program Development
Education
Penn State University 2008 — 2010
Bachelor's degree, Psychology and Social Sciences
The Pennsylvania State University 2008 — 2010
B.A, Psychological & Social Sciences
Dawn DuVal Dawn DuVal's First Union National Bank Experience December 1986 - June 1996
Job Vice President/Branch Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank September 2012 - Present
SunTrust Mortgage December 2000 - August 2012
First Union National Bank December 1986 - June 1996
Skills
Sales Management, Direct Sales, Customer Retention, Cold Calling, First Time Home Buyers, Leadership, Coaching, Training, Business Development, New Business Development, Management, Salesforce.com, Sales Process, CRM, Microsoft Office, Team Leadership, Selling
Education
Park University 1998 — 2000
BS, Human Resource Management
SunTrust Bank September 2012 - Present
SunTrust Mortgage December 2000 - August 2012
First Union National Bank December 1986 - June 1996
Skills
Sales Management, Direct Sales, Customer Retention, Cold Calling, First Time Home Buyers, Leadership, Coaching, Training, Business Development, New Business Development, Management, Salesforce.com, Sales Process, CRM, Microsoft Office, Team Leadership, Selling
Education
Park University 1998 — 2000
BS, Human Resource Management
Nita C. Chrissy Crites's First Union National Bank Experience March 2000 - August 2000
Job Student Systems Analyst, Union Public Schools
Industry Education Management
Experience
Union Public Schools June 2005 - Present
Harbor Investment Group May 2004 - June 2005
Smith Financial Group/Harbor Investment Group June 2002 - May 2004
Smith Financial Group April 2001 - May 2002
First Union National Bank March 2000 - August 2000
First Union National Bank November 1999 - March 2000
Wal-Mart Super Center March 1995 - February 1998
Rogers State College July 1993 - January 1995
Skills
Training, Technical Support, Research, Problem Solving, Coaching, Staff Development, Customer Service, External Audit, Time Management, Non-profits, Leadership, Sales, Organization, Outlook, Writing, Microsoft Excel, Microsoft Word, Event Planning, Public Relations, Social Media, Community Outreach
Education
Oklahoma State University 1995 — 1997
Bachelor of Arts, University Studies/Public Relations and Marketing
Tulsa Community College 1988 — 1991
Associate of Arts, Liberal Arts
Union Public Schools June 2005 - Present
Harbor Investment Group May 2004 - June 2005
Smith Financial Group/Harbor Investment Group June 2002 - May 2004
Smith Financial Group April 2001 - May 2002
First Union National Bank March 2000 - August 2000
First Union National Bank November 1999 - March 2000
Wal-Mart Super Center March 1995 - February 1998
Rogers State College July 1993 - January 1995
Skills
Training, Technical Support, Research, Problem Solving, Coaching, Staff Development, Customer Service, External Audit, Time Management, Non-profits, Leadership, Sales, Organization, Outlook, Writing, Microsoft Excel, Microsoft Word, Event Planning, Public Relations, Social Media, Community Outreach
Education
Oklahoma State University 1995 — 1997
Bachelor of Arts, University Studies/Public Relations and Marketing
Tulsa Community College 1988 — 1991
Associate of Arts, Liberal Arts
Charles Noble Charles Noble's First Union National Bank Experience November 1990 - November 1998
Job Small Business Banking
Industry Banking
Experience
Bank of America December 1998 - Present
First Union National Bank November 1990 - November 1998
Skills
Banking, Commercial Banking, Mortgage Lending, Credit, Loans, Risk Management, Training, Relationship Management, Credit Cards, Financial Analysis, Commercial Lending, Management, Credit Analysis, Small Business Lending, Leadership, Portfolio Management
Education
University of Cincinnati 1978 — 1980
Masters, Music
Penn State University 1974 — 1978
Bachelors, Music
Bank of America December 1998 - Present
First Union National Bank November 1990 - November 1998
Skills
Banking, Commercial Banking, Mortgage Lending, Credit, Loans, Risk Management, Training, Relationship Management, Credit Cards, Financial Analysis, Commercial Lending, Management, Credit Analysis, Small Business Lending, Leadership, Portfolio Management
Education
University of Cincinnati 1978 — 1980
Masters, Music
Penn State University 1974 — 1978
Bachelors, Music
Ginia Moodie Polyzos's First Union National Bank Experience 1999 - 2002
Job Vice President, Service Delivery Consultant | Global Network & Infrastructure Solutions at Bank of America
Industry Professional Training & Coaching
Experience
Bank of America November 2014 - Present
Logos Development Group LLC February 2002 - Present
Bank of America August 2010 - August 2014
Genesis10 June 2009 - August 2010
LPL July 2007 - April 2008
UVEST Financial Services June 2003 - June 2007
First Union National Bank 1999 - 2002
Management Advisors International 1993 - 1998
Barclays American Mortgage 1990 - 1992
Barnett Bank of Pasco County 1984 - 1986
Education
Institute of Neuro Semantics 1997 — 1999
Master Practitioner Certification, Neuro Semantics, Cognitive Psychology, Neuro Linguistic Programming
Nova Southeastern University 1984 — 1987
MBA, Business Administration and Finance, 3.84 GPA - With Honors
Nova Southeastern University 1982 — 1984
B.S.P.M, Professional Management
Forest Park High School 1969 — 1973
High School Diploma
Bank of America November 2014 - Present
Logos Development Group LLC February 2002 - Present
Bank of America August 2010 - August 2014
Genesis10 June 2009 - August 2010
LPL July 2007 - April 2008
UVEST Financial Services June 2003 - June 2007
First Union National Bank 1999 - 2002
Management Advisors International 1993 - 1998
Barclays American Mortgage 1990 - 1992
Barnett Bank of Pasco County 1984 - 1986
Education
Institute of Neuro Semantics 1997 — 1999
Master Practitioner Certification, Neuro Semantics, Cognitive Psychology, Neuro Linguistic Programming
Nova Southeastern University 1984 — 1987
MBA, Business Administration and Finance, 3.84 GPA - With Honors
Nova Southeastern University 1982 — 1984
B.S.P.M, Professional Management
Forest Park High School 1969 — 1973
High School Diploma
John Waldeck John Waldeck's First Union National Bank Experience April 1995 - March 1997
Job Presales Technical Consultant at GE Healthcare
Industry Information Technology and Services
Experience
GE Healthcare October 2011 - Present
Open Text 2010 - October 2011
GE Healthcare March 2005 - April 2010
GE Healthcare April 2000 - April 2005
GE Healthcare March 1997 - April 2000
First Union March 1995 - April 1997
First Union National Bank April 1995 - March 1997
Fiserv EFT May 1989 - March 1995
Crestar Bank October 1988 - July 1991
SunTrust Bank February 1986 - May 1989
Skills
Sales, Technical Sales, Technical Services, Enterprise Software, Disaster Recovery, Solution Selling, Cloud Computing, Virtualization, VMware, Enterprise Content..., Storage, Enterprise Architecture, Software Implementation, Salesforce.com
Education
Old Dominion University 1981 — 1985
BS, Management Information Systems
United States Military Academy at West Point 1981 — 1981
GE Healthcare October 2011 - Present
Open Text 2010 - October 2011
GE Healthcare March 2005 - April 2010
GE Healthcare April 2000 - April 2005
GE Healthcare March 1997 - April 2000
First Union March 1995 - April 1997
First Union National Bank April 1995 - March 1997
Fiserv EFT May 1989 - March 1995
Crestar Bank October 1988 - July 1991
SunTrust Bank February 1986 - May 1989
Skills
Sales, Technical Sales, Technical Services, Enterprise Software, Disaster Recovery, Solution Selling, Cloud Computing, Virtualization, VMware, Enterprise Content..., Storage, Enterprise Architecture, Software Implementation, Salesforce.com
Education
Old Dominion University 1981 — 1985
BS, Management Information Systems
United States Military Academy at West Point 1981 — 1981
Linda Anhalt, M.Ed., CPLP Linda Anhalt, M.Ed., CPLP's First Union National Bank Experience January 1995 - May 1999
Job Environmental Health &Safety (EHS) Training Manager at The Mosaic Company
Industry Mining & Metals
Experience
The Bank of Tampa May 2014 - November 2014
PwC February 2013 - April 2014
Gerdau Long Steel North America - Tampa Office April 2011 - January 2013
Gerdau Ameristeel/Jacksonville Mill November 2006 - April 2011
Compass Bank, NA 2005 - 2005
Option One Mortgage October 2003 - December 2004
Bombardier Capital December 1999 - April 2002
Bombardier Capital December 1999 - April 2002
First Union National Bank January 1995 - May 1999
Skills
Employee Training, Training Delivery, Training, Instructional Design, Adult Learning Theory, Needs Analysis, Performance Consulting, Performance Improvement, Onboarding, Project Management, Performance Management, Talent Management, Organizational..., Change Management, Leadership Development, Myers-Briggs Certified, Coaching, Leadership, MBTI, Employee Engagement, Program Management, Employee Relations, Human Resources, Succession Planning, Management Development, Organizational..., Situational Leadership, Six Sigma, Culture Change, Internal Communications, Career Development, Call Center, SAP HR, DDI Certified, StrengthsFinder, Manufacturing, Job Task Analysis, Structured Writing, Human Performance...
Education
Northcentral University 2008 — 2011
M.Ed.
University of North Florida 1986 — 1987
BA
The Bank of Tampa May 2014 - November 2014
PwC February 2013 - April 2014
Gerdau Long Steel North America - Tampa Office April 2011 - January 2013
Gerdau Ameristeel/Jacksonville Mill November 2006 - April 2011
Compass Bank, NA 2005 - 2005
Option One Mortgage October 2003 - December 2004
Bombardier Capital December 1999 - April 2002
Bombardier Capital December 1999 - April 2002
First Union National Bank January 1995 - May 1999
Skills
Employee Training, Training Delivery, Training, Instructional Design, Adult Learning Theory, Needs Analysis, Performance Consulting, Performance Improvement, Onboarding, Project Management, Performance Management, Talent Management, Organizational..., Change Management, Leadership Development, Myers-Briggs Certified, Coaching, Leadership, MBTI, Employee Engagement, Program Management, Employee Relations, Human Resources, Succession Planning, Management Development, Organizational..., Situational Leadership, Six Sigma, Culture Change, Internal Communications, Career Development, Call Center, SAP HR, DDI Certified, StrengthsFinder, Manufacturing, Job Task Analysis, Structured Writing, Human Performance...
Education
Northcentral University 2008 — 2011
M.Ed.
University of North Florida 1986 — 1987
BA
Jo Cochran Arsenault's First Union National Bank Experience November 1985 - January 1999
Job ACTIVE JOB SEEKER! Customer Service, Collections, Financial Services, Telecom, Claims, Administrative and Sales Support
Industry Consumer Services
Experience
XO Communications 2000 - 2008
Iron Mountain March 2007 - September 2007
Travelers February 2006 - March 2007
First Union National Bank November 1985 - January 1999
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Research, PowerPoint, Management, Training, Photoshop, Analytical Skills, Customer Service, Invoicing, Problem Solving, Outlook, Call Centers, Credit, Customer Satisfaction, Analysis, Customer Retention, Data Entry, Risk Management, Strategic Planning, Teamwork, Collections, Telecommunications..., Billing Solutions, Customer Relations
Education
Pennsylvania State University-Penn State Berks 1995 — 1997
Paralegal Certification, 4.0
Pennsylvania State University-Penn State Berks
Paralegal Certification, Legal Assistant/Paralegal
XO Communications 2000 - 2008
Iron Mountain March 2007 - September 2007
Travelers February 2006 - March 2007
First Union National Bank November 1985 - January 1999
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Research, PowerPoint, Management, Training, Photoshop, Analytical Skills, Customer Service, Invoicing, Problem Solving, Outlook, Call Centers, Credit, Customer Satisfaction, Analysis, Customer Retention, Data Entry, Risk Management, Strategic Planning, Teamwork, Collections, Telecommunications..., Billing Solutions, Customer Relations
Education
Pennsylvania State University-Penn State Berks 1995 — 1997
Paralegal Certification, 4.0
Pennsylvania State University-Penn State Berks
Paralegal Certification, Legal Assistant/Paralegal
Kevin D. Blanchard's First Union National Bank Experience June 1993 - May 2000
Job Vice President, Digital Technology at David's Bridal
Industry Apparel & Fashion
Experience
David's Bridal July 2015 - Present
Hanesbrands, Inc. March 2008 - June 2015
Republic Mortgage Insurance Company June 2000 - March 2008
First Union National Bank June 1993 - May 2000
Skills
Management, Leadership, Integration, Project Planning, B2B, Marketing, Team Leadership, Contract Negotiation, Enterprise Architecture, Sourcing, IT Strategy, Business Intelligence, Strategy, Business Process..., Team Building, Product Development, Business Process, Disaster Recovery, Team Management, Product Management, Competitive Analysis, Analysis, EDI, Operations Management, CRM, Customer Service, Information Technology, Business Strategy, Requirements Analysis, Business Development, Analytics, Risk Management, Software Project..., ERP, Program Management, Training, Call Centers, Platform Migration, eCommerce, SaaS, Cloud Based Solutions, Vendor Management
Education
North Carolina Wesleyan College 1994 — 1999
BS, Business Administration
University of Phoenix 2003 — 2005
MS, Technology Management
David's Bridal July 2015 - Present
Hanesbrands, Inc. March 2008 - June 2015
Republic Mortgage Insurance Company June 2000 - March 2008
First Union National Bank June 1993 - May 2000
Skills
Management, Leadership, Integration, Project Planning, B2B, Marketing, Team Leadership, Contract Negotiation, Enterprise Architecture, Sourcing, IT Strategy, Business Intelligence, Strategy, Business Process..., Team Building, Product Development, Business Process, Disaster Recovery, Team Management, Product Management, Competitive Analysis, Analysis, EDI, Operations Management, CRM, Customer Service, Information Technology, Business Strategy, Requirements Analysis, Business Development, Analytics, Risk Management, Software Project..., ERP, Program Management, Training, Call Centers, Platform Migration, eCommerce, SaaS, Cloud Based Solutions, Vendor Management
Education
North Carolina Wesleyan College 1994 — 1999
BS, Business Administration
University of Phoenix 2003 — 2005
MS, Technology Management
Heather (Hayes) Stanfield Heather (Hayes) Stanfield's First Union National Bank Experience June 1998 - June 2000
Job Director of Marketing and Communications at Crown Financial Ministries
Industry Marketing and Advertising
Experience
Crown Financial Ministries February 2015 - Present
Crown Financial Ministries March 2012 - Present
Crown Financial Ministries October 2010 - March 2012
RE/MAX Greater Atlanta August 2000 - October 2010
First Union National Bank June 1998 - June 2000
Skills
Non-profits, Fundraising, Marketing, Problem Solving, Leadership, Budgets, Project Management, Nonprofits, Strategic Planning, Analysis, Strategy, Social Media, Product Development, Management, Business Development, Team Building, Cross-functional Team..., Customer Service, Event Planning, Contract Negotiation, CRM, Sales
Education
Northwestern University - Kellogg School of Management 2014 — 2017
Kellogg Executive Scholars Program, Marketing
University of Georgia - Terry College of Business 1994 — 1998
BBA, Risk Management and Insurance/Finance
Crown Financial Ministries February 2015 - Present
Crown Financial Ministries March 2012 - Present
Crown Financial Ministries October 2010 - March 2012
RE/MAX Greater Atlanta August 2000 - October 2010
First Union National Bank June 1998 - June 2000
Skills
Non-profits, Fundraising, Marketing, Problem Solving, Leadership, Budgets, Project Management, Nonprofits, Strategic Planning, Analysis, Strategy, Social Media, Product Development, Management, Business Development, Team Building, Cross-functional Team..., Customer Service, Event Planning, Contract Negotiation, CRM, Sales
Education
Northwestern University - Kellogg School of Management 2014 — 2017
Kellogg Executive Scholars Program, Marketing
University of Georgia - Terry College of Business 1994 — 1998
BBA, Risk Management and Insurance/Finance
Helen Swift-Dovel Helen Swift-Dovel's First Union National Bank Experience 1998 - 2002
Job Financial Advisor/ Vice PresidentInvestments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. August 2002 - Present
First Union National Bank 1998 - 2002
Commonwealth Copiers Bus Mchs 1983 - 1996
Skills
Wealth Strategies, Investment Strategies, Retirement Planning, Financial Services
Education
Penn State University 1974 — 1976
Bachelor of Humanities, Humanities, Secondary Education-English
Wells Fargo Advisors, LLC. August 2002 - Present
First Union National Bank 1998 - 2002
Commonwealth Copiers Bus Mchs 1983 - 1996
Skills
Wealth Strategies, Investment Strategies, Retirement Planning, Financial Services
Education
Penn State University 1974 — 1976
Bachelor of Humanities, Humanities, Secondary Education-English
Joseph Waitz's First Union National Bank Experience January 2000 - November 2003
Job Loan Officer
Industry Financial Services
Experience
PNC Mortgage March 2015 - Present
PNC Wealth Management May 2011 - March 2015
Wachovia Bank December 2003 - April 2011
First Union National Bank January 2000 - November 2003
Felipe Gregorio 1996 - 1999
Prudential Real Estate Professionals 1990 - 1996
Shafran Companies 1985 - 1990
Skills
Banking, Portfolio Management, Investments, Credit, Private Banking, Loans, Retail Banking, Retirement Planning, Financial Services, Strategic Financial..., Mortgage Lending, Consumer Lending, Commercial Lending, Investment Advisory, Commercial Banking, Financial Planning, Credit Analysis, Finance, Wealth Management
Education
Nova Southeastern University 1978 — 1981
Bachelor of Science (BS), Communication and Media Studies
Friends Select School, Philadelphia, PA 1972 — 1978
PNC Mortgage March 2015 - Present
PNC Wealth Management May 2011 - March 2015
Wachovia Bank December 2003 - April 2011
First Union National Bank January 2000 - November 2003
Felipe Gregorio 1996 - 1999
Prudential Real Estate Professionals 1990 - 1996
Shafran Companies 1985 - 1990
Skills
Banking, Portfolio Management, Investments, Credit, Private Banking, Loans, Retail Banking, Retirement Planning, Financial Services, Strategic Financial..., Mortgage Lending, Consumer Lending, Commercial Lending, Investment Advisory, Commercial Banking, Financial Planning, Credit Analysis, Finance, Wealth Management
Education
Nova Southeastern University 1978 — 1981
Bachelor of Science (BS), Communication and Media Studies
Friends Select School, Philadelphia, PA 1972 — 1978
Noreen Huebner Noreen Huebner's First Union National Bank Experience 1996 - 2000
Job Personal Trust Specialist at BB&T Wealth
Industry Financial Services
Experience
BB&T Wealth May 2015 - Present
BB&T Wealth Management April 2011 - Present
Wells Fargo 2006 - 2010
Wachovia Bank 2000 - 2006
First Union National Bank 1996 - 2000
Skills
Wealth Management, Investment Management, Financial Services, Portfolio Management, Wealth Management..., Retirement Planning, Banking, Estate Planning, Asset Managment, Retirement, Relationship Management, Wealth, Private Banking, Trust Services, Retail Banking, Alternative Investments, Consumer Lending, High Net Worth..., Financial Advisory, Trusts, Mortgage Lending, Commercial Lending, Asset Management, Equities, Small Business, Financial Analysis, Cross Selling, Fixed Income, Succession Planning, Mutual Funds, Non-profits, Credit Analysis
Education
Northwestern University 2004 — 2006
CTFA, Certified Trust and Financial Advisor
Valencia Community College 1998 — 2002
AS, Computer Programming and Analysis
Winter Haven High School 1974 — 1978
Diploma, General Studies
BB&T Wealth May 2015 - Present
BB&T Wealth Management April 2011 - Present
Wells Fargo 2006 - 2010
Wachovia Bank 2000 - 2006
First Union National Bank 1996 - 2000
Skills
Wealth Management, Investment Management, Financial Services, Portfolio Management, Wealth Management..., Retirement Planning, Banking, Estate Planning, Asset Managment, Retirement, Relationship Management, Wealth, Private Banking, Trust Services, Retail Banking, Alternative Investments, Consumer Lending, High Net Worth..., Financial Advisory, Trusts, Mortgage Lending, Commercial Lending, Asset Management, Equities, Small Business, Financial Analysis, Cross Selling, Fixed Income, Succession Planning, Mutual Funds, Non-profits, Credit Analysis
Education
Northwestern University 2004 — 2006
CTFA, Certified Trust and Financial Advisor
Valencia Community College 1998 — 2002
AS, Computer Programming and Analysis
Winter Haven High School 1974 — 1978
Diploma, General Studies
Scott Janzen Scott Janzen's First Union National Bank Experience 1990 - 1994
Job Corporate Finance Supervisor Wholesale Credit at Verizon
Industry Financial Services
Experience
Merrill Lynch 2013 - January 2015
Williams & Williams 2011 - 2012
FDIC 2010 - 2011
Central National Bank of Enid 2007 - 2009
SpiritBank 2003 - 2007
Gold Bank 1999 - 2003
Bank of Oklahoma 1994 - 1999
First Union National Bank 1990 - 1994
Skills
Analysis, Commercial Banking, Banking, Commercial Lending, Credit Analysis, Financial Analysis, Loans, Venture Capital, Financial Advisory, Real Estate Lending, Real Estate Development, Credit, Real Estate, Series 7, Series 66, Finance, Uniform Combined State..., Commercial Real Estate, Private Equity, Mergers & Acquisitions, Business Planning, Credit Risk, Portfolio Management, Capital Markets, Business Development, Loan Origination, Life Insurance, Health Insurance, Accident Insurance, Variable Annuities, Fixed Annuities, Risk Management, Asset Management, Commercial Mortgages, Valuation, Mortgage Lending, Investments, Underwriting, Financial Structuring, Due Diligence, Structured Finance, Small Business Lending, Financial Services, Strategic Financial..., Financial Modeling, Securities, Cash Management, Financial Risk, Asset Based Lending, Private Banking
Education
Oklahoma State University 1982 — 1987
Bachelor's Degree, Economics
Merrill Lynch 2013 - January 2015
Williams & Williams 2011 - 2012
FDIC 2010 - 2011
Central National Bank of Enid 2007 - 2009
SpiritBank 2003 - 2007
Gold Bank 1999 - 2003
Bank of Oklahoma 1994 - 1999
First Union National Bank 1990 - 1994
Skills
Analysis, Commercial Banking, Banking, Commercial Lending, Credit Analysis, Financial Analysis, Loans, Venture Capital, Financial Advisory, Real Estate Lending, Real Estate Development, Credit, Real Estate, Series 7, Series 66, Finance, Uniform Combined State..., Commercial Real Estate, Private Equity, Mergers & Acquisitions, Business Planning, Credit Risk, Portfolio Management, Capital Markets, Business Development, Loan Origination, Life Insurance, Health Insurance, Accident Insurance, Variable Annuities, Fixed Annuities, Risk Management, Asset Management, Commercial Mortgages, Valuation, Mortgage Lending, Investments, Underwriting, Financial Structuring, Due Diligence, Structured Finance, Small Business Lending, Financial Services, Strategic Financial..., Financial Modeling, Securities, Cash Management, Financial Risk, Asset Based Lending, Private Banking
Education
Oklahoma State University 1982 — 1987
Bachelor's Degree, Economics
Carissa Wiggins's First Union National Bank Experience October 1998 - March 2001
Job Administrative Assistant at Wells Fargo
Industry Consumer Services
Experience
Wells Fargo June 2014 - Present
Private Owner April 2013 - October 2013
GiftCards.com May 2008 - October 2013
Wells Fargo March 2001 - May 2008
First Union National Bank October 1998 - March 2001
Office Specialists Temporary Services January 1998 - October 1998
Skills
Executive..., Event Planning, Outlook, Customer Service, Team Building, Calendars, Microsoft Office, Travel Arrangements, Confidentiality, Executive Support, Process Improvement, Office Administration, Account Management, Inventory Management, Team Leadership, Employee Relations, Project Management, Executive Management, PowerPoint, Operations Management, Debit Cards, Gift Cards, Windows, Filing, Office Equipment, Social Media, Calendaring, 10 Key, Morale, Organizing Meetings, Spreadsheets, Administrative Support, Reception, UPS systems, Data Cards, Excel, Word, Vendor Relations, Problem Solving, Staff Scheduling, Minutes, Organizing, Shipping/receiving, Operations, Customer Relations, Typing, Answering Phones, Office Work, International Travel, Call Centers
Education
Penn Foster 1998 — 2000
Administrative Assistant Career Diploma, Administrative Assistant and Secretarial Science, General
Providence Senior Highschool 1994 — 1997
Diploma, General Studies
Wells Fargo June 2014 - Present
Private Owner April 2013 - October 2013
GiftCards.com May 2008 - October 2013
Wells Fargo March 2001 - May 2008
First Union National Bank October 1998 - March 2001
Office Specialists Temporary Services January 1998 - October 1998
Skills
Executive..., Event Planning, Outlook, Customer Service, Team Building, Calendars, Microsoft Office, Travel Arrangements, Confidentiality, Executive Support, Process Improvement, Office Administration, Account Management, Inventory Management, Team Leadership, Employee Relations, Project Management, Executive Management, PowerPoint, Operations Management, Debit Cards, Gift Cards, Windows, Filing, Office Equipment, Social Media, Calendaring, 10 Key, Morale, Organizing Meetings, Spreadsheets, Administrative Support, Reception, UPS systems, Data Cards, Excel, Word, Vendor Relations, Problem Solving, Staff Scheduling, Minutes, Organizing, Shipping/receiving, Operations, Customer Relations, Typing, Answering Phones, Office Work, International Travel, Call Centers
Education
Penn Foster 1998 — 2000
Administrative Assistant Career Diploma, Administrative Assistant and Secretarial Science, General
Providence Senior Highschool 1994 — 1997
Diploma, General Studies
Jennifer M Murray, CFP Jennifer M Murray, CFP's First Union National Bank Experience 1995 - 1996
Job Principal at Stonebridge Financial Advisors, LLC
Industry Investment Management
Experience
Stonebridge Financial Advisors, LLC January 2004 - Present
Credit Suisse/Northport Partnership Management, LLC January 1997 - December 2004
First Union National Bank 1995 - 1996
Chase Manhattan Bank, NA 1982 - 1995
Skills
Financial Planning, Asset Management, Financial Advisory, Retirement Planning, Estate Planning, Portfolio Management, Tax, Wealth Management, Investments, Personal Finance, Budgeting, Strategic Financial..., Financial Planners, Accounting
Education
Pace University - Lubin School of Business 1985 — 1988
Masters, Business Administration
Villanova University 1978 — 1982
Bachelors of Science, Chemistry, with a Business Minor
Stonebridge Financial Advisors, LLC January 2004 - Present
Credit Suisse/Northport Partnership Management, LLC January 1997 - December 2004
First Union National Bank 1995 - 1996
Chase Manhattan Bank, NA 1982 - 1995
Skills
Financial Planning, Asset Management, Financial Advisory, Retirement Planning, Estate Planning, Portfolio Management, Tax, Wealth Management, Investments, Personal Finance, Budgeting, Strategic Financial..., Financial Planners, Accounting
Education
Pace University - Lubin School of Business 1985 — 1988
Masters, Business Administration
Villanova University 1978 — 1982
Bachelors of Science, Chemistry, with a Business Minor
Laura Lyles Laura Lyles's First Union National Bank Experience 1993 - 1999
Job Customer Service at Arysta LifeScience
Industry Chemicals
Experience
Arysta LifeScience April 2010 - Present
Forbo Adhesives, LLC 1999 - 2010
First Union National Bank 1993 - 1999
Skills
SAP, Supply Chain, Logistics, SAP R/3, Supply Chain Management, Purchasing, Materials Management, Account Management, Product Development, Inventory Management, Process Improvement, Customer Service, Cross-functional Team..., Lean Manufacturing, Microsoft Excel, Budgets, Continuous Improvement, Forecasting, Microsoft Office, Pricing, Procurement, Six Sigma, Management
Education
North Carolina State University
Arysta LifeScience April 2010 - Present
Forbo Adhesives, LLC 1999 - 2010
First Union National Bank 1993 - 1999
Skills
SAP, Supply Chain, Logistics, SAP R/3, Supply Chain Management, Purchasing, Materials Management, Account Management, Product Development, Inventory Management, Process Improvement, Customer Service, Cross-functional Team..., Lean Manufacturing, Microsoft Excel, Budgets, Continuous Improvement, Forecasting, Microsoft Office, Pricing, Procurement, Six Sigma, Management
Education
North Carolina State University
Raquel Aussieker Raquel Aussieker's First Union National Bank Experience February 1998 - February 2001
Job
Industry Information Technology and Services
Experience
NAVEX Global March 2001 - Present
First Union National Bank February 1998 - February 2001
Walt Disney World August 1991 - January 1998
Skills
New Business Development, Sales, Customer Service, Account Management, Strategic Planning, Salesforce.com, Project Management, Solution Selling, Sales Management, SaaS, Marketing, Lead Generation, Training, Direct Sales, Sales Process, CRM, Telecommunications, Strategic Partnerships, Management, Enterprise Software, Selling
Education
Penn State University 1987 — 1991
BS
NAVEX Global March 2001 - Present
First Union National Bank February 1998 - February 2001
Walt Disney World August 1991 - January 1998
Skills
New Business Development, Sales, Customer Service, Account Management, Strategic Planning, Salesforce.com, Project Management, Solution Selling, Sales Management, SaaS, Marketing, Lead Generation, Training, Direct Sales, Sales Process, CRM, Telecommunications, Strategic Partnerships, Management, Enterprise Software, Selling
Education
Penn State University 1987 — 1991
BS
Jay Wentzel Jay Wentzel's First Union National Bank Experience August 1998 - May 1999
Job Credit Underwriter at NJEDA
Industry Financial Services
Experience
NJEDA June 2008 - February 2015
ACE Group February 2001 - June 2008
Sovereign Bank May 1999 - February 2001
First Union National Bank August 1998 - May 1999
CoreStates Bank NA July 1997 - August 1998
Skills
Credit, Credit Risk, Budgets, Management, Microsoft Excel, Marketing, Underwriting, Business Development, Program Management, Finance, Strategic Planning, Risk Management, Financial Analysis, Analysis, Portfolio Management, Investments, Financial Modeling, Loans, Structured Finance, Credit Analysis, Banking, Project Management, Commercial Lending, New Business Development, Business Analysis, Commercial Banking, Due Diligence, Corporate Finance, Relationship Management, Financial Structuring, Small Business Lending, Financial Risk
Education
Penn State University 1991 — 1995
Bachelor of Science, Finance
William Allen High School 1987 — 1991
Diploma
NJEDA June 2008 - February 2015
ACE Group February 2001 - June 2008
Sovereign Bank May 1999 - February 2001
First Union National Bank August 1998 - May 1999
CoreStates Bank NA July 1997 - August 1998
Skills
Credit, Credit Risk, Budgets, Management, Microsoft Excel, Marketing, Underwriting, Business Development, Program Management, Finance, Strategic Planning, Risk Management, Financial Analysis, Analysis, Portfolio Management, Investments, Financial Modeling, Loans, Structured Finance, Credit Analysis, Banking, Project Management, Commercial Lending, New Business Development, Business Analysis, Commercial Banking, Due Diligence, Corporate Finance, Relationship Management, Financial Structuring, Small Business Lending, Financial Risk
Education
Penn State University 1991 — 1995
Bachelor of Science, Finance
William Allen High School 1987 — 1991
Diploma
Leigh Lippard Leigh Lippard's First Union National Bank Experience August 1985 - May 1986
Job Retired from St. Stephen UMC Preschool
Industry Religious Institutions
Experience
St. Stephen UMC Preschool August 1990 - Present
First Union National Bank August 1985 - May 1986
Northwestern Bank December 1983 - August 1985
Skills
Teaching, Curriculum Design, Curriculum Development, Tutoring, Public Speaking, Lesson Planning, Classroom, Classroom Management, Elementary Education, Educational Leadership, Community Outreach, Staff Development, Teacher Training, Nonprofits, Educational Technology, Higher Education, Differentiated..., Literacy, Research, Editing
Education
Peace College 1975 — 1977
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
St. Stephen UMC Preschool August 1990 - Present
First Union National Bank August 1985 - May 1986
Northwestern Bank December 1983 - August 1985
Skills
Teaching, Curriculum Design, Curriculum Development, Tutoring, Public Speaking, Lesson Planning, Classroom, Classroom Management, Elementary Education, Educational Leadership, Community Outreach, Staff Development, Teacher Training, Nonprofits, Educational Technology, Higher Education, Differentiated..., Literacy, Research, Editing
Education
Peace College 1975 — 1977
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Clifford Johnson Clifford Johnson's First Union National Bank Experience August 1983 - April 1992
Job Senior Pastor at Zion Hope Baptist Church
Industry Information Technology and Services
Experience
Zion Hope Baptist Church April 2004 - Present
City of Jacksonville January 2013 - Present
City of Jacksonville April 2012 - January 2013
FCSO July 2007 - March 2009
TSYS May 1999 - December 2006
TSYS January 2000 - December 2001
AT&T American Transtech 1992 - 1998
First Union National Bank August 1983 - April 1992
Skills
SDLC, Databases, DB2, COBOL, Business Analysis, MS Project, Program Management, SQL, Systems Analysis, Project Management, JCL, CICS, Technical Analysis, Database Design, Data Center, Program Development, User Acceptance Testing, Data Quality Assurance, Integration, IMS DB/DC, Software Documentation, SQL Server 2000-2008, IMS DBA, Microsoft SQL Server, VSAM, Mainframe, IT Strategy, Vendor Management, Project Planning, Software Project..., Leadership, ITIL, Requirements Gathering, Analysis, Team Building, Training, IT Management, Requirements Analysis, Performance Tuning, Process Improvement, Information Technology, Management, Security, Budgets, Interviews, System Administration, Enterprise Architecture, Spiritual Counselor, Spiritual Leadership, Ministry Leadership
Education
Berean Bible College & Seminary 2009 — 2012
Doctor of Theology, Bible/Biblical Studies
Nova Southeastern University 1995 — 1997
MBA, Business Administration
Stetson University 1978 — 1981
BBA, Business Administration
University of Oklahoma 1976 — 1978
Business
Zion Hope Baptist Church April 2004 - Present
City of Jacksonville January 2013 - Present
City of Jacksonville April 2012 - January 2013
FCSO July 2007 - March 2009
TSYS May 1999 - December 2006
TSYS January 2000 - December 2001
AT&T American Transtech 1992 - 1998
First Union National Bank August 1983 - April 1992
Skills
SDLC, Databases, DB2, COBOL, Business Analysis, MS Project, Program Management, SQL, Systems Analysis, Project Management, JCL, CICS, Technical Analysis, Database Design, Data Center, Program Development, User Acceptance Testing, Data Quality Assurance, Integration, IMS DB/DC, Software Documentation, SQL Server 2000-2008, IMS DBA, Microsoft SQL Server, VSAM, Mainframe, IT Strategy, Vendor Management, Project Planning, Software Project..., Leadership, ITIL, Requirements Gathering, Analysis, Team Building, Training, IT Management, Requirements Analysis, Performance Tuning, Process Improvement, Information Technology, Management, Security, Budgets, Interviews, System Administration, Enterprise Architecture, Spiritual Counselor, Spiritual Leadership, Ministry Leadership
Education
Berean Bible College & Seminary 2009 — 2012
Doctor of Theology, Bible/Biblical Studies
Nova Southeastern University 1995 — 1997
MBA, Business Administration
Stetson University 1978 — 1981
BBA, Business Administration
University of Oklahoma 1976 — 1978
Business
Suzanne Lazarchick, PHR's First Union National Bank Experience 1988 - 1999
Job Director of Human Resources at Confidential: Pharma Company
Industry Human Resources
Experience
Confidential: Pharma Company April 2014 - Present
SML July 2012 - March 2014
Duane Reade January 2009 - June 2012
Duane Reade January 2009 - October 2010
St. Rose High School August 2007 - December 2008
bloomberg news October 2000 - June 2006
Kaplan May 1999 - October 2000
First Union National Bank 1988 - 1999
Skills
Organizational..., Employee Relations, Performance Management, Talent Management, Hiring, Coaching, Vendor Management, Interviewing, Succession Planning, Vendor Relations, Team Building, Change Management, Talent Acquisition, Leadership Development, Strategic Planning, Customer Service, Employee Engagement, PowerPoint, PeopleSoft, Social Networking, Public Speaking, Customer Relations, Negotiation, Problem Solving, Onboarding, Sourcing, Mentoring, Compliance, Word, Outlook, Management Consulting, Event Planning, Writing, Policy, Excel, Microsoft Office, Process Improvement, Public Relations, Fundraising, Contract Negotiation, Recruiting, Human Resources, Management, Interviews, Microsoft Word, Strategy, Training, Deferred Compensation, HR Policies, Leadership
Education
Ocean County College 1986 — 1989
St. Rose High School 1982 — 1986
Thomas Edison State College
Human Resources Management and Services
Confidential: Pharma Company April 2014 - Present
SML July 2012 - March 2014
Duane Reade January 2009 - June 2012
Duane Reade January 2009 - October 2010
St. Rose High School August 2007 - December 2008
bloomberg news October 2000 - June 2006
Kaplan May 1999 - October 2000
First Union National Bank 1988 - 1999
Skills
Organizational..., Employee Relations, Performance Management, Talent Management, Hiring, Coaching, Vendor Management, Interviewing, Succession Planning, Vendor Relations, Team Building, Change Management, Talent Acquisition, Leadership Development, Strategic Planning, Customer Service, Employee Engagement, PowerPoint, PeopleSoft, Social Networking, Public Speaking, Customer Relations, Negotiation, Problem Solving, Onboarding, Sourcing, Mentoring, Compliance, Word, Outlook, Management Consulting, Event Planning, Writing, Policy, Excel, Microsoft Office, Process Improvement, Public Relations, Fundraising, Contract Negotiation, Recruiting, Human Resources, Management, Interviews, Microsoft Word, Strategy, Training, Deferred Compensation, HR Policies, Leadership
Education
Ocean County College 1986 — 1989
St. Rose High School 1982 — 1986
Thomas Edison State College
Human Resources Management and Services
Amy Smith Amy Smith's First Union National Bank Experience 1997 - 2001
Job Recruiting Manager, Pet Supplies Plus
Industry Retail
Experience
Pet Supplies "Plus" 2011 - Present
IBM 2010 - 2011
ZeroChaos 2007 - 2010
Spherion Staffing 2005 - 2007
Hughes Supply 2003 - 2005
Erfurt Volkshochschule 2002 - 2003
First Union National Bank 1997 - 2001
Trane 1995 - 1997
Westinghouse Electric Company 1990 - 1995
Skills
Hiring, Metrics, Building Relationships, Full-cycle Recruiting, Applicant Tracking..., Recruiting, Project Management, Talent Acquisition, Training, Process Improvement, Leadership, Management, Human Resources, Interviews, Employee Relations, Leadership Development, Personnel Management, SDLC, Relationship Building
Education
Ohio University
BBA, Business
Pet Supplies "Plus" 2011 - Present
IBM 2010 - 2011
ZeroChaos 2007 - 2010
Spherion Staffing 2005 - 2007
Hughes Supply 2003 - 2005
Erfurt Volkshochschule 2002 - 2003
First Union National Bank 1997 - 2001
Trane 1995 - 1997
Westinghouse Electric Company 1990 - 1995
Skills
Hiring, Metrics, Building Relationships, Full-cycle Recruiting, Applicant Tracking..., Recruiting, Project Management, Talent Acquisition, Training, Process Improvement, Leadership, Management, Human Resources, Interviews, Employee Relations, Leadership Development, Personnel Management, SDLC, Relationship Building
Education
Ohio University
BBA, Business
Hazel Colon Hazel Colon's First Union National Bank Experience August 1994 - February 2000
Job Construction Division Executive Assistant/Legal Assistant at Cole, Scott & Kissane, P.A.
Industry Legal Services
Experience
Cole, Scott & Kissane, P.A. February 2008 - Present
Hall, Lamb and Hall July 2006 - February 2008
Wadsworth and King, L.L.C August 2004 - July 2006
Seiden, Alder & Matthewman, P.A. November 2002 - July 2004
Goldberg & Rosen August 2001 - August 2002
Bill Ullman, P.A. September 2000 - August 2001
First Union National Bank August 1994 - February 2000
Skills
Litigation, Legal Research, Insurance, Arbitration, Pleadings, Billing, Document Review, Depositions, Civil Litigation, Commercial Litigation, Research, Personal Injury, Courts, Outlook, Family Law, Medical Malpractice, Product Liability, PowerPoint, Excel, Contract Negotiation, Defense, Mediation, Customer Relations, Administrative Support, Microsoft Office, Word, Real Estate, Public Speaking, Westlaw, Legal Writing, Wrongful Death, Negotiation, Writing, Administration, Problem Solving, Personal Injury..., Hiring, Criminal Law, Customer Service, Editing, Spanish, Bankruptcy, Trial Preparation, Disputes, Event Planning, Data Entry, Trials
Education
Pennsylvania State University 1995 — 1999
BA, Administration of Justice
Pennsylvania State University 1995 — 1999
Bachelor of Arts, Administration of Justice
Cole, Scott & Kissane, P.A. February 2008 - Present
Hall, Lamb and Hall July 2006 - February 2008
Wadsworth and King, L.L.C August 2004 - July 2006
Seiden, Alder & Matthewman, P.A. November 2002 - July 2004
Goldberg & Rosen August 2001 - August 2002
Bill Ullman, P.A. September 2000 - August 2001
First Union National Bank August 1994 - February 2000
Skills
Litigation, Legal Research, Insurance, Arbitration, Pleadings, Billing, Document Review, Depositions, Civil Litigation, Commercial Litigation, Research, Personal Injury, Courts, Outlook, Family Law, Medical Malpractice, Product Liability, PowerPoint, Excel, Contract Negotiation, Defense, Mediation, Customer Relations, Administrative Support, Microsoft Office, Word, Real Estate, Public Speaking, Westlaw, Legal Writing, Wrongful Death, Negotiation, Writing, Administration, Problem Solving, Personal Injury..., Hiring, Criminal Law, Customer Service, Editing, Spanish, Bankruptcy, Trial Preparation, Disputes, Event Planning, Data Entry, Trials
Education
Pennsylvania State University 1995 — 1999
BA, Administration of Justice
Pennsylvania State University 1995 — 1999
Bachelor of Arts, Administration of Justice
PATRICIA (MELIN) CERQUA's First Union National Bank Experience 1995 - 1998
Job Senior Peoplesoft Developer at Atria Senior Living Group
Industry Computer Software
Experience
Atria Senior Living Group July 2010 - Present
Tek Systems November 2009 - July 2010
Yum! Brands 2005 - 2009
Yum! Brands 2000 - 2005
Yum! Brands 1998 - 2000
First Union National Bank 1995 - 1998
Pratt & Whitney 1984 - 1995
Skills
Peopletools Developer..., PeopleSoft
Education
Palm Beach Atlantic University 1990 — 1991
Bachelor, Human Resource Management
Sullivan University 1982 — 1983
Associate, Computer Science
Atria Senior Living Group July 2010 - Present
Tek Systems November 2009 - July 2010
Yum! Brands 2005 - 2009
Yum! Brands 2000 - 2005
Yum! Brands 1998 - 2000
First Union National Bank 1995 - 1998
Pratt & Whitney 1984 - 1995
Skills
Peopletools Developer..., PeopleSoft
Education
Palm Beach Atlantic University 1990 — 1991
Bachelor, Human Resource Management
Sullivan University 1982 — 1983
Associate, Computer Science
Kristen Cooksley, SPHR's First Union National Bank Experience May 2000 - December 2000
Job Organizational Development, Change Management and Human Resources Practitioner
Industry Management Consulting
Experience
RGP January 2015 - Present
Kacey Consulting November 2010 - Present
Resources Global Professionals 2011 - 2011
Sony Pictures Entertainment July 2009 - May 2010
Sony Pictures Entertainment May 2005 - July 2009
Blue Shield of California May 2004 - July 2005
Saint Agnes Medical Center December 2002 - May 2004
Can-Train Development Corporation 2000 - 2001
First Union National Bank May 2000 - December 2000
Education
University of North Carolina at Charlotte 1999 — 2001
M.A., Industrial/Organizational Psychology, 3.9
Northern Illinois University 1994 — 1998
Bachelor of Arts (B.A.), Psychology, 3.8
RGP January 2015 - Present
Kacey Consulting November 2010 - Present
Resources Global Professionals 2011 - 2011
Sony Pictures Entertainment July 2009 - May 2010
Sony Pictures Entertainment May 2005 - July 2009
Blue Shield of California May 2004 - July 2005
Saint Agnes Medical Center December 2002 - May 2004
Can-Train Development Corporation 2000 - 2001
First Union National Bank May 2000 - December 2000
Education
University of North Carolina at Charlotte 1999 — 2001
M.A., Industrial/Organizational Psychology, 3.9
Northern Illinois University 1994 — 1998
Bachelor of Arts (B.A.), Psychology, 3.8
David Pescherine,CFA davidpescherine@adelphia.net's First Union National Bank Experience July 1997 - April 1999
Job Investment Management/Director of Equity Research/Sr. Equity Research Analyst
Industry Investment Management
Experience
RNC Genter Capital Management September 2006 - Present
Citigroup April 1999 - February 2006
First Union National Bank July 1997 - April 1999
Pepsico September 1993 - August 1995
Skills
Equity Research, Investments, Banking, Equity Valuation, Investment Management, Financial Modeling, Asset Managment, Portfolio Management, Wealth Management, Corporate Finance, Equities, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA
Penn State University 1989 — 1993
BS
RNC Genter Capital Management September 2006 - Present
Citigroup April 1999 - February 2006
First Union National Bank July 1997 - April 1999
Pepsico September 1993 - August 1995
Skills
Equity Research, Investments, Banking, Equity Valuation, Investment Management, Financial Modeling, Asset Managment, Portfolio Management, Wealth Management, Corporate Finance, Equities, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA
Penn State University 1989 — 1993
BS
Monica Reese's First Union National Bank Experience September 1998 - June 2001
Job Portfolio Property Manager, Wells Fargo Bank
Industry Banking
Experience
Wachovia, A Wells Fargo Company May 2010 - Present
Wachovia March 2008 - Present
Wachovia Bank March 2005 - April 2008
ERA Sunrise Realty 2004 - 2007
Wachovia Bank December 2003 - March 2005
Wachovia Bank June 2001 - November 2003
First Union National Bank September 1998 - June 2001
Noble Staffing Services March 1997 - April 1998
Key Bank 1996 - 1997
Jenny Craig 1994 - 1996
Skills
Program Management, Project Management, Management, Budgets, Training, Real Estate, Leadership, Portfolio Management, Team Building, Coaching, Analysis, Sales, Accounting, Selling, Customer Service, Microsoft Office, Contract Negotiation
Education
Northern Kentucky University 1992 — 1994
BS, Business Management
Barney Fletcher
Real Estate License
Wachovia, A Wells Fargo Company May 2010 - Present
Wachovia March 2008 - Present
Wachovia Bank March 2005 - April 2008
ERA Sunrise Realty 2004 - 2007
Wachovia Bank December 2003 - March 2005
Wachovia Bank June 2001 - November 2003
First Union National Bank September 1998 - June 2001
Noble Staffing Services March 1997 - April 1998
Key Bank 1996 - 1997
Jenny Craig 1994 - 1996
Skills
Program Management, Project Management, Management, Budgets, Training, Real Estate, Leadership, Portfolio Management, Team Building, Coaching, Analysis, Sales, Accounting, Selling, Customer Service, Microsoft Office, Contract Negotiation
Education
Northern Kentucky University 1992 — 1994
BS, Business Management
Barney Fletcher
Real Estate License
Fran McVey's First Union National Bank Experience 1995 - 1997
Job Risk Manager at Bank of America
Industry Financial Services
Experience
Bank of America June 1997 - Present
First Union National Bank 1995 - 1997
Education
West Chester University of Pennsylvania 1991 — 1993
Penn State University 1988 — 1991
Bank of America June 1997 - Present
First Union National Bank 1995 - 1997
Education
West Chester University of Pennsylvania 1991 — 1993
Penn State University 1988 — 1991
Paul Berkowitz's First Union National Bank Experience November 1996 - February 2001
Job Sr HRIS Analyst at Lehigh Valley Health Network
Industry Information Technology and Services
Experience
Lehigh Valley Health Network February 2011 - Present
Selective Insurance Co. of America 2007 - Present
Selective Insurance October 2007 - January 2011
TCS of America May 2006 - June 2007
CentraState Healthcare System November 2004 - May 2006
Select Medical Corporation February 2002 - February 2004
Kessler Rehabilitation Corporation January 2002 - February 2004
Wachovia November 1997 - February 2001
First Union National Bank November 1996 - February 2001
Wachovia Corporation, N.A., Charlotte, NC 1997 - 2001
Skills
Oracle SQL, SSIS, Crystal Reports, Problem Solving, Project Management, IT Project Leadership, Lawson HRIS, Lawson Lbi, Access, Microsoft Excel, Teamwork, Cross-functional Team..., IIS, Healthcare, Benefits Administration, Systems Analysis, Business Process, System Administration, Performance Management, Analysis, Business Intelligence, Process Improvement, Business Analysis, Deferred Compensation, Visio, Testing, HRIS, Leadership, SQL, Human Resources, Databases, Integration, Team Building, SharePoint, Applicant Tracking..., ERP, Troubleshooting, Training
Education
Penn State University 2005 — 2009
BS, Business Admin/Management&Marketing
Ocean County College 1984 — 1986
ASBA, Business Administration
Lehigh Valley Health Network February 2011 - Present
Selective Insurance Co. of America 2007 - Present
Selective Insurance October 2007 - January 2011
TCS of America May 2006 - June 2007
CentraState Healthcare System November 2004 - May 2006
Select Medical Corporation February 2002 - February 2004
Kessler Rehabilitation Corporation January 2002 - February 2004
Wachovia November 1997 - February 2001
First Union National Bank November 1996 - February 2001
Wachovia Corporation, N.A., Charlotte, NC 1997 - 2001
Skills
Oracle SQL, SSIS, Crystal Reports, Problem Solving, Project Management, IT Project Leadership, Lawson HRIS, Lawson Lbi, Access, Microsoft Excel, Teamwork, Cross-functional Team..., IIS, Healthcare, Benefits Administration, Systems Analysis, Business Process, System Administration, Performance Management, Analysis, Business Intelligence, Process Improvement, Business Analysis, Deferred Compensation, Visio, Testing, HRIS, Leadership, SQL, Human Resources, Databases, Integration, Team Building, SharePoint, Applicant Tracking..., ERP, Troubleshooting, Training
Education
Penn State University 2005 — 2009
BS, Business Admin/Management&Marketing
Ocean County College 1984 — 1986
ASBA, Business Administration
Mark Hostetler's First Union National Bank Experience 1990 - 1999
Job Vice President at Bank of North Carolina
Industry Banking
Experience
Bank of North Carolina September 2012 - Present
KeySource Commercial Bank March 2007 - September 2012
RBC Centura Bank 1999 - 2007
First Union National Bank 1990 - 1999
Skills
Credit, Loans, Banking, Financial Services, Lines Of Credit, Sales, Commercial Banking, Marketing, Financial Analysis, Commercial Lending, Customer Service, Insurance, Finance, Accounting, Business Development, Underwriting, Mergers & Acquisitions, Portfolio Management, Marketing Strategy, Risk Management, FHA, Loan Origination, Leadership, Small Business Lending, Small Business, Credit Analysis, New Business Development, Life Insurance, Mortgage Lending, Strategic Planning, Commercial Mortgages, Estate Planning, Consumer Lending, Retail Banking, First Time Home Buyers, Real Estate, Mortgage Banking, Treasury Management, Asset Based Lending, USDA, Residential Mortgages, Refinance, Construction Loans, Government Loans, Credit Risk
Education
Ohio University 1981 — 1985
Bachelor of Business Administration, Marketing
Bank of North Carolina September 2012 - Present
KeySource Commercial Bank March 2007 - September 2012
RBC Centura Bank 1999 - 2007
First Union National Bank 1990 - 1999
Skills
Credit, Loans, Banking, Financial Services, Lines Of Credit, Sales, Commercial Banking, Marketing, Financial Analysis, Commercial Lending, Customer Service, Insurance, Finance, Accounting, Business Development, Underwriting, Mergers & Acquisitions, Portfolio Management, Marketing Strategy, Risk Management, FHA, Loan Origination, Leadership, Small Business Lending, Small Business, Credit Analysis, New Business Development, Life Insurance, Mortgage Lending, Strategic Planning, Commercial Mortgages, Estate Planning, Consumer Lending, Retail Banking, First Time Home Buyers, Real Estate, Mortgage Banking, Treasury Management, Asset Based Lending, USDA, Residential Mortgages, Refinance, Construction Loans, Government Loans, Credit Risk
Education
Ohio University 1981 — 1985
Bachelor of Business Administration, Marketing
Deborah Chaffee's First Union National Bank Experience May 1997 - October 2000
Job Director, Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2000 - Present
First Union National Bank May 1997 - October 2000
Skills
Retirement, 401k, Pensions, Employee Benefits, Banking, Process Improvement, Vendor Management, Mergers, Project Management, Retirement Planning, Mutual Funds, Investments, Derivatives, Strategic Planning, Financial Services, Mergers & Acquisitions, Asset Allocation, Wealth Management
Education
Pfeiffer University 1991 — 1993
MBA
Presbyterian College 1984 — 1987
BS, Business
Charles Schwab 2000 - Present
First Union National Bank May 1997 - October 2000
Skills
Retirement, 401k, Pensions, Employee Benefits, Banking, Process Improvement, Vendor Management, Mergers, Project Management, Retirement Planning, Mutual Funds, Investments, Derivatives, Strategic Planning, Financial Services, Mergers & Acquisitions, Asset Allocation, Wealth Management
Education
Pfeiffer University 1991 — 1993
MBA
Presbyterian College 1984 — 1987
BS, Business
Chuck Stubbs's First Union National Bank Experience 1999 - 2000
Job Senior Vice President at Raymond James
Industry Investment Banking
Experience
Raymond James & Associates, Inc April 2011 - Present
Howe Barnes Hoefer & Arnett 2005 - 2011
KeyBanc Capital Markets 2000 - 2005
First Union National Bank 1999 - 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2005
MBA
North Carolina State University - College of Management 1994 — 1998
Bachelor of Science (BS), Accounting
Raymond James & Associates, Inc April 2011 - Present
Howe Barnes Hoefer & Arnett 2005 - 2011
KeyBanc Capital Markets 2000 - 2005
First Union National Bank 1999 - 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2005
MBA
North Carolina State University - College of Management 1994 — 1998
Bachelor of Science (BS), Accounting
Travis Whitfield's First Union National Bank Experience February 1998 - May 2001
Job Engagement Director at CLA Custom Accounting Solutions Team (Formerly Monaghan Group)
Industry Accounting
Experience
CLA Custom Accounting Solutions Team (Formerly Monaghan Group) April 2014 - Present
Whitfield Elliott, PLLC March 2012 - December 2013
Travis L. Whitfield, CPA, PLLC November 2009 - March 2012
Axiant, LLC August 2008 - September 2009
McGladrey & Pullen April 2005 - August 2008
Bank of America February 2002 - April 2005
Belk May 2001 - February 2003
First Union National Bank February 1998 - May 2001
Skills
Financial Reporting, Analysis, Auditing, Internal Controls, Finance, Employee Benefits, Budgets, CPA, Accounting, Mergers & Acquisitions, Consolidation, Tax, Financial Statements, Compliance, Due Diligence, Variance Analysis, Sarbanes-Oxley Act
Education
North Carolina State University 1991 — 1995
North Carolina State University - College of Management 1991 — 1995
B.A., Accounting
CLA Custom Accounting Solutions Team (Formerly Monaghan Group) April 2014 - Present
Whitfield Elliott, PLLC March 2012 - December 2013
Travis L. Whitfield, CPA, PLLC November 2009 - March 2012
Axiant, LLC August 2008 - September 2009
McGladrey & Pullen April 2005 - August 2008
Bank of America February 2002 - April 2005
Belk May 2001 - February 2003
First Union National Bank February 1998 - May 2001
Skills
Financial Reporting, Analysis, Auditing, Internal Controls, Finance, Employee Benefits, Budgets, CPA, Accounting, Mergers & Acquisitions, Consolidation, Tax, Financial Statements, Compliance, Due Diligence, Variance Analysis, Sarbanes-Oxley Act
Education
North Carolina State University 1991 — 1995
North Carolina State University - College of Management 1991 — 1995
B.A., Accounting
Ben Landis's First Union National Bank Experience January 1998 - May 2000
Job Owner at FitLab
Industry Health, Wellness and Fitness
Experience
FitLab January 2014 - Present
Indomitus CrossFit January 2014 - September 2014
Volvo June 2000 - March 2013
First Union National Bank January 1998 - May 2000
Skills
Marketing Research, Program Management, Forecasting, Marketing, Finance, Cross-functional Team..., Management Consulting, Strategy, Business Planning, Business Strategy, Project Management
Education
Weatherhead School of Management at Case Western Reserve University 1995 — 1996
MBA, Finance/Marketing
Penn State University 1988 — 1992
BS, Marketing, Finance
FitLab January 2014 - Present
Indomitus CrossFit January 2014 - September 2014
Volvo June 2000 - March 2013
First Union National Bank January 1998 - May 2000
Skills
Marketing Research, Program Management, Forecasting, Marketing, Finance, Cross-functional Team..., Management Consulting, Strategy, Business Planning, Business Strategy, Project Management
Education
Weatherhead School of Management at Case Western Reserve University 1995 — 1996
MBA, Finance/Marketing
Penn State University 1988 — 1992
BS, Marketing, Finance
Kirk Right, MBA's First Union National Bank Experience December 1999 - August 2000
Job 2nd VP; Product Management & Client Services at Allied Solutions LLC
Industry Financial Services
Experience
Allied Solutions LLC June 2014 - Present
JPMorgan Chase May 2012 - June 2014
Wells Fargo April 2012 - May 2012
Bank of America October 2009 - February 2012
Bank of America March 2009 - December 2009
Bank of America February 2008 - March 2009
Bank of America June 2006 - February 2008
Bank of America February 2003 - June 2006
Bank of America August 2000 - February 2003
First Union National Bank December 1999 - August 2000
Skills
Product Management, Product Marketing, Partner Relationship..., P&L Management, Direct Marketing, Membership Services, Online Marketing, Product Development, Insurance, Protection, Competitive Analysis, Mergers, Product Launch, Customer Experience, Vendor Relations, Financial Reporting, Financial Modeling, Budgeting, Variance Analysis, Forecasting, Cost Control, Budgets, Strategic Financial..., Financial Analysis, Banking, Leadership, Business Planning, Finance, Management, Strategic Planning, Mergers & Acquisitions, Sales, Project Management, Risk Management, Analytics, Retail Banking, Vendor Management, Relationship Management, Portfolio Management, Credit Cards, Cross-functional Team..., Financial Services, Financial Planning
Education
Pfeiffer University 2005 — 2007
MBA, Business
Slippery Rock University of Pennsylvania 1992 — 1996
BSBA, Accounting
Allied Solutions LLC June 2014 - Present
JPMorgan Chase May 2012 - June 2014
Wells Fargo April 2012 - May 2012
Bank of America October 2009 - February 2012
Bank of America March 2009 - December 2009
Bank of America February 2008 - March 2009
Bank of America June 2006 - February 2008
Bank of America February 2003 - June 2006
Bank of America August 2000 - February 2003
First Union National Bank December 1999 - August 2000
Skills
Product Management, Product Marketing, Partner Relationship..., P&L Management, Direct Marketing, Membership Services, Online Marketing, Product Development, Insurance, Protection, Competitive Analysis, Mergers, Product Launch, Customer Experience, Vendor Relations, Financial Reporting, Financial Modeling, Budgeting, Variance Analysis, Forecasting, Cost Control, Budgets, Strategic Financial..., Financial Analysis, Banking, Leadership, Business Planning, Finance, Management, Strategic Planning, Mergers & Acquisitions, Sales, Project Management, Risk Management, Analytics, Retail Banking, Vendor Management, Relationship Management, Portfolio Management, Credit Cards, Cross-functional Team..., Financial Services, Financial Planning
Education
Pfeiffer University 2005 — 2007
MBA, Business
Slippery Rock University of Pennsylvania 1992 — 1996
BSBA, Accounting
Leaett Lipker's First Union National Bank Experience 1990 - 1996
Job Owner, The Office Cleaners
Industry Environmental Services
Experience
The Office Cleaners Assistant ManagerFirst Union1991 - 1997
First Union National Bank 1990 - 1996
Champs Sports 1990 - 1995
Education
Nyack College 1986 — 1987
The Office Cleaners Assistant ManagerFirst Union1991 - 1997
First Union National Bank 1990 - 1996
Champs Sports 1990 - 1995
Education
Nyack College 1986 — 1987
James Maley's First Union National Bank Experience April 1998 - November 2000
Job Manager, Systems Engineering
Industry Hospital & Health Care
Experience
St. Luke's Hospital September 2001 - Present
Agere Systems November 2000 - September 2001
First Union National Bank April 1998 - November 2000
Skills
Active Directory, Data Center, Disaster Recovery, Cisco Technologies, Healthcare Information..., Help Desk Support, Hospitals, Information Technology, HIPAA, Microsoft Office, Network Security, Networking, Security, Operating Systems, Servers, Troubleshooting, VMware, Windows
Education
Penn State University 1987 — 1991
Bachelor's, Art Education
St. Luke's Hospital September 2001 - Present
Agere Systems November 2000 - September 2001
First Union National Bank April 1998 - November 2000
Skills
Active Directory, Data Center, Disaster Recovery, Cisco Technologies, Healthcare Information..., Help Desk Support, Hospitals, Information Technology, HIPAA, Microsoft Office, Network Security, Networking, Security, Operating Systems, Servers, Troubleshooting, VMware, Windows
Education
Penn State University 1987 — 1991
Bachelor's, Art Education
Roberto Gatica's First Union National Bank Experience April 1997 - April 1998
Job USA and LatinAmerican markets
Industry Banking
Experience
Independent Financial Advisor June 2015 - Present
Banco Sabadell May 2014 - June 2015
Banco BCI October 2013 - May 2014
Banco BCI September 2012 - September 2013
Banco BCI March 2003 - August 2012
Banco Santander Mexico April 1998 - March 2003
First Union National Bank April 1997 - April 1998
Citi April 1993 - April 1997
Skills
Banking, Commercial Banking, Credit Risk, Structured Finance, Trade Finance, Corporate Finance, Credit, Financial Analysis, Financial Risk, Cash Management, Finance, Private Banking, Syndications, Commercial Lending, Retail Banking, Treasury Services, Structured Commodity..., Factoring, Operational Risk, Credit Analysis, Management, Correspondent Banking, Asset Based Lending, Team Leadership, Long-term Customer..., Letters of Credit, International Banking..., Portfolio Management, Investment Banking, Compliance, commodities, Emerging Markets, Investments
Education
Northwestern University - Kellogg School of Management 2009 — 2009
KMI Advance Management Program, Business Administration and Management, General
Independent Financial Advisor June 2015 - Present
Banco Sabadell May 2014 - June 2015
Banco BCI October 2013 - May 2014
Banco BCI September 2012 - September 2013
Banco BCI March 2003 - August 2012
Banco Santander Mexico April 1998 - March 2003
First Union National Bank April 1997 - April 1998
Citi April 1993 - April 1997
Skills
Banking, Commercial Banking, Credit Risk, Structured Finance, Trade Finance, Corporate Finance, Credit, Financial Analysis, Financial Risk, Cash Management, Finance, Private Banking, Syndications, Commercial Lending, Retail Banking, Treasury Services, Structured Commodity..., Factoring, Operational Risk, Credit Analysis, Management, Correspondent Banking, Asset Based Lending, Team Leadership, Long-term Customer..., Letters of Credit, International Banking..., Portfolio Management, Investment Banking, Compliance, commodities, Emerging Markets, Investments
Education
Northwestern University - Kellogg School of Management 2009 — 2009
KMI Advance Management Program, Business Administration and Management, General
Barbara Angel's First Union National Bank Experience 1993 - 2001
Job Senior Vice President at Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Bank 1985 - Present
Wachovia Bank NA 2001 - 2009
First Union National Bank 1993 - 2001
Skills
Commercial Lending, Maintaining Strong..., New Business Development, Financial Analysis, Loan Structuring, Corporate Finance, Treasury Services, Middle Market, Financial Structuring, Lines Of Credit, Strategic Financial..., Relationship Management, Executive Management, Financial Modeling, Finance, Credit Risk, Due Diligence, Mergers & Acquisitions, Consumer Lending, Financial Services, Commercial Mortgages
Education
Grove City High School
Penn State University
Bachelor of Science (BS), Finance, Smeal College of Business
Wells Fargo Bank 1985 - Present
Wachovia Bank NA 2001 - 2009
First Union National Bank 1993 - 2001
Skills
Commercial Lending, Maintaining Strong..., New Business Development, Financial Analysis, Loan Structuring, Corporate Finance, Treasury Services, Middle Market, Financial Structuring, Lines Of Credit, Strategic Financial..., Relationship Management, Executive Management, Financial Modeling, Finance, Credit Risk, Due Diligence, Mergers & Acquisitions, Consumer Lending, Financial Services, Commercial Mortgages
Education
Grove City High School
Penn State University
Bachelor of Science (BS), Finance, Smeal College of Business
Tennie James's First Union National Bank Experience 1995 - 1997
Job Sr. Trust Administrator at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2010 - Present
West Philadephia Financial Services Institution March 2009 - September 2010
Einnet Business Management Services August 2006 - August 2008
Bank of America December 2003 - August 2006
Morgan Stanley Dean Witter April 2002 - September 2003
First Union National Bank 1995 - 1997
First Fidelity Bank 1985 - 1997
Girard College School 1974 - 1983
Skills
Investments, Banking, Loans, Business Development, Asset, Portfolio Management, Asset Managment, Strategic Financial..., Financial Analysis, Wealth Management, Estate Planning, Credit, Financial Services, Underwriting, Management, Fixed Income, CRM, Finance, Asset Management, Marketing, Small Business, Equities, Analysis, Risk Management, Investment Management, Sales, Mutual Funds, Commercial Lending, Funding, Management Consulting, Credit Analysis, Financial Risk, Investment Advisory, Asset Allocation, Private Equity, 401k, Real Estate, Accounting, Securities, Mergers & Acquisitions, Retirement Planning, Mortgage Lending, Financial Advisory, Series 7, Relationship Management, New Business Development, Investment Strategies, Insurance, Private Banking
Education
Saint Joseph's University 1986 — 1993
B.S., Finance
Penn State University 1983 — 1985
Girard College School 1974 — 1983
H.S. Diploma, General Business
Wells Fargo August 2010 - Present
West Philadephia Financial Services Institution March 2009 - September 2010
Einnet Business Management Services August 2006 - August 2008
Bank of America December 2003 - August 2006
Morgan Stanley Dean Witter April 2002 - September 2003
First Union National Bank 1995 - 1997
First Fidelity Bank 1985 - 1997
Girard College School 1974 - 1983
Skills
Investments, Banking, Loans, Business Development, Asset, Portfolio Management, Asset Managment, Strategic Financial..., Financial Analysis, Wealth Management, Estate Planning, Credit, Financial Services, Underwriting, Management, Fixed Income, CRM, Finance, Asset Management, Marketing, Small Business, Equities, Analysis, Risk Management, Investment Management, Sales, Mutual Funds, Commercial Lending, Funding, Management Consulting, Credit Analysis, Financial Risk, Investment Advisory, Asset Allocation, Private Equity, 401k, Real Estate, Accounting, Securities, Mergers & Acquisitions, Retirement Planning, Mortgage Lending, Financial Advisory, Series 7, Relationship Management, New Business Development, Investment Strategies, Insurance, Private Banking
Education
Saint Joseph's University 1986 — 1993
B.S., Finance
Penn State University 1983 — 1985
Girard College School 1974 — 1983
H.S. Diploma, General Business
Sara Shute's First Union National Bank Experience April 1999 - April 2000
Job Senior Vice President at Meridian Bank
Industry Banking
Experience
Meridian Bank PA August 2013 - Present
Meridian Bank PA August 2012 - Present
Meridian Bank PA 2004 - 2012
Stonebridge Bank April 2002 - October 2004
Residential Capital Network October 2000 - May 2002
First Union National Bank April 1999 - April 2000
CoreStates Bank May 1996 - April 1999
CoreStates Bank January 1990 - May 1996
Skills
Commercial Lending, Commercial Banking, Credit, Banking, Portfolio Management, Credit Analysis, Mortgage Lending, Underwriting, Commercial Mortgages, Loan Origination, Financial Analysis, Credit Risk, Cash Management, Real Estate, Risk Management, Merchant Services, Merchant Acquiring, Nonprofits, Project Management, Construction Loans, Policy Writing, Real Estate Financing, Credit Cards, Loans, Anti Money Laundering, Bank Secrecy Act, Compliance, Regulatory Guidelines, Suspicious Activity...
Education
Penn State University 1978 — 1982
Bachelor of Science (BS), Agricultural Business and Management
Meridian Bank PA August 2013 - Present
Meridian Bank PA August 2012 - Present
Meridian Bank PA 2004 - 2012
Stonebridge Bank April 2002 - October 2004
Residential Capital Network October 2000 - May 2002
First Union National Bank April 1999 - April 2000
CoreStates Bank May 1996 - April 1999
CoreStates Bank January 1990 - May 1996
Skills
Commercial Lending, Commercial Banking, Credit, Banking, Portfolio Management, Credit Analysis, Mortgage Lending, Underwriting, Commercial Mortgages, Loan Origination, Financial Analysis, Credit Risk, Cash Management, Real Estate, Risk Management, Merchant Services, Merchant Acquiring, Nonprofits, Project Management, Construction Loans, Policy Writing, Real Estate Financing, Credit Cards, Loans, Anti Money Laundering, Bank Secrecy Act, Compliance, Regulatory Guidelines, Suspicious Activity...
Education
Penn State University 1978 — 1982
Bachelor of Science (BS), Agricultural Business and Management
Ben Branscom's First Union National Bank Experience 1996 - 2001
Job Customer Service Manager at ThosMoserCabinetmakers
Industry Luxury Goods & Jewelry
Experience
ThosMoserCabinetmakers Customer Relations DirectorThomas Moser Cabinetmakers2007 - Present
Thos. Moser Cabinetmakers 2006 - Present
HomEq 2001 - 2006
Wachovia Bank/HomEq Servicing 1996 - 2001
First Union 1996 - 2001
First Union National Bank 1996 - 2001
FIRST UNION BANK 1996 - 2001
Education
Parsons School of Design 1977 — 1981
ThosMoserCabinetmakers Customer Relations DirectorThomas Moser Cabinetmakers2007 - Present
Thos. Moser Cabinetmakers 2006 - Present
HomEq 2001 - 2006
Wachovia Bank/HomEq Servicing 1996 - 2001
First Union 1996 - 2001
First Union National Bank 1996 - 2001
FIRST UNION BANK 1996 - 2001
Education
Parsons School of Design 1977 — 1981
Larry Froelich's First Union National Bank Experience 1979 - 1982
Job International Business & Management Professor at Berkeley College
Industry Education Management
Experience
Berkeley College September 1999 - Present
American Express 1995 - 1997
American Express 1985 - 1995
BPF Travel 1982 - 1985
First Union National Bank 1979 - 1982
Fleet Bank (Industrial National Bank) 1977 - 1979
United States Air Force June 1967 - June 1971
Skills
Sales, Banking, Leadership Development, Business Travel, Spanish, Marketing, Management, Recruiting, Marketing Strategy, International Business, Business Strategy, Training, Entrepreneurship, Resume Writing, Finance, Leadership
Education
University of South Carolina - Darla Moore School of Business 1975 — 1977
Master of International Business, International Business
Northern Michigan University 1971 — 1973
BS, Business Administration
University of Dayton 1965 — 1967
Business Adminstration
St Benedict's Prep
High School
Berkeley College September 1999 - Present
American Express 1995 - 1997
American Express 1985 - 1995
BPF Travel 1982 - 1985
First Union National Bank 1979 - 1982
Fleet Bank (Industrial National Bank) 1977 - 1979
United States Air Force June 1967 - June 1971
Skills
Sales, Banking, Leadership Development, Business Travel, Spanish, Marketing, Management, Recruiting, Marketing Strategy, International Business, Business Strategy, Training, Entrepreneurship, Resume Writing, Finance, Leadership
Education
University of South Carolina - Darla Moore School of Business 1975 — 1977
Master of International Business, International Business
Northern Michigan University 1971 — 1973
BS, Business Administration
University of Dayton 1965 — 1967
Business Adminstration
St Benedict's Prep
High School
Jeffrey Herrera's First Union National Bank Experience June 1997 - August 2007
Job Acupuncturist and Massage Therapy Instructor
Industry Health, Wellness and Fitness
Experience
Hollywood Institute of Beauty Careers June 2013 - Present
First Diagnostic Inc. May 2012 - May 2013
Massage Envy August 2009 - May 2012
Sekito Chiropratic Centet 2012 - 2012
First Union National Bank June 1997 - August 2007
Skills
Tui Na, Cupping, Traditional Chinese..., Acupuncture, Holistic Health, Chinese Herbal Medicine, Alternative Medicine, Wellness, Herbal, Deep Tissue Massage, Therapeutic Massage, Trigger Point Therapy
Education
Pacific College of Oriental Medicine 2008 — 2012
Master of Science in Traditional Oriental Medicine, Acupuncture and Oriental Medicine
Florida College of Natural Health 2006 — 2007
Certificate, Massage Therapy/Therapeutic Massage
Hollywood Institute of Beauty Careers June 2013 - Present
First Diagnostic Inc. May 2012 - May 2013
Massage Envy August 2009 - May 2012
Sekito Chiropratic Centet 2012 - 2012
First Union National Bank June 1997 - August 2007
Skills
Tui Na, Cupping, Traditional Chinese..., Acupuncture, Holistic Health, Chinese Herbal Medicine, Alternative Medicine, Wellness, Herbal, Deep Tissue Massage, Therapeutic Massage, Trigger Point Therapy
Education
Pacific College of Oriental Medicine 2008 — 2012
Master of Science in Traditional Oriental Medicine, Acupuncture and Oriental Medicine
Florida College of Natural Health 2006 — 2007
Certificate, Massage Therapy/Therapeutic Massage
LaTonya Taylor's First Union National Bank Experience October 1998 - February 2002
Job Technical Support Engineer at Eaton Corporation
Industry Law Practice
Experience
Eaton Corporation November 2010 - Present
Self Employed - Transcription January 2005 - October 2010
Gudger and Gudger, P.A. December 2002 - October 2010
GlaxoSmithKline May 2007 - August 2007
Central Carolina Bank February 2002 - December 2002
First Union National Bank October 1998 - February 2002
Education
North Carolina State University 2005 — 2010
Engineering, Mechatronics Concentration
University of North Carolina at Asheville 2005 — 2010
Engineering, Mechatronics
Asheville-Buncombe Technical Community College 2001 — 2004
Assc. of Science, Engineering prep
Eaton Corporation November 2010 - Present
Self Employed - Transcription January 2005 - October 2010
Gudger and Gudger, P.A. December 2002 - October 2010
GlaxoSmithKline May 2007 - August 2007
Central Carolina Bank February 2002 - December 2002
First Union National Bank October 1998 - February 2002
Education
North Carolina State University 2005 — 2010
Engineering, Mechatronics Concentration
University of North Carolina at Asheville 2005 — 2010
Engineering, Mechatronics
Asheville-Buncombe Technical Community College 2001 — 2004
Assc. of Science, Engineering prep
Vasudev Kumarjiguda's First Union National Bank Experience 1997 - 1999
Job Enterprise Solutions Architect
Industry Information Technology and Services
Experience
UnitedHealth Group January 2014 - Present
Aetna March 2012 - November 2013
PHH Mortgage April 2011 - February 2012
TD Bank Group 2010 - 2011
Merrill Lynch March 2004 - December 2004
First Union National Bank 1997 - 1999
Broadway & Seymour 1994 - 1997
IBM 1993 - 1994
Skills
SDLC, SOA, Enterprise Architecture, Consulting, Vendor Management, Requirements Analysis, Business Analysis, Agile Methodologies, Software Project..., Business Intelligence, Solution Architecture, Software Development, Integration, IT Strategy
Education
University of South Carolina-Columbia 1991 — 1993
Masters, Computer Engineering
Osmania University 1987 — 1991
Bachelor of Engineering (B.E.), Electrical Engineering
UnitedHealth Group January 2014 - Present
Aetna March 2012 - November 2013
PHH Mortgage April 2011 - February 2012
TD Bank Group 2010 - 2011
Merrill Lynch March 2004 - December 2004
First Union National Bank 1997 - 1999
Broadway & Seymour 1994 - 1997
IBM 1993 - 1994
Skills
SDLC, SOA, Enterprise Architecture, Consulting, Vendor Management, Requirements Analysis, Business Analysis, Agile Methodologies, Software Project..., Business Intelligence, Solution Architecture, Software Development, Integration, IT Strategy
Education
University of South Carolina-Columbia 1991 — 1993
Masters, Computer Engineering
Osmania University 1987 — 1991
Bachelor of Engineering (B.E.), Electrical Engineering
Gwen Gordon's First Union National Bank Experience June 1992 - March 1996
Job Financial Analyst at IBM
Industry Financial Services
Experience
IBM September 1996 - Present
First Union National Bank June 1992 - March 1996
Skills
Essbase, Hyperion, Financial Analysis, Financial Modeling, Variance Analysis
Education
North Carolina State University 1988 — 1992
Bachelor of Arts (BA), Finance
IBM September 1996 - Present
First Union National Bank June 1992 - March 1996
Skills
Essbase, Hyperion, Financial Analysis, Financial Modeling, Variance Analysis
Education
North Carolina State University 1988 — 1992
Bachelor of Arts (BA), Finance
Shawn Savage's First Union National Bank Experience May 1998 - September 2001
Job VP, Business Development Officer at Fidelity Bank
Industry Banking
Experience
Fidelity Bank October 2001 - Present
First Union National Bank May 1998 - September 2001
Skills
Credit, Loans, Banking, Commercial Banking, Small Business Lending, Portfolio Management, Cash Management, Commercial Lending, Consumer Lending, Financial Risk, Underwriting, Business Development, Credit Analysis, Lines Of Credit, Finance
Education
North Carolina State University - College of Management 1996 — 1998
BS, Finance
Fidelity Bank October 2001 - Present
First Union National Bank May 1998 - September 2001
Skills
Credit, Loans, Banking, Commercial Banking, Small Business Lending, Portfolio Management, Cash Management, Commercial Lending, Consumer Lending, Financial Risk, Underwriting, Business Development, Credit Analysis, Lines Of Credit, Finance
Education
North Carolina State University - College of Management 1996 — 1998
BS, Finance
Carla Martinez's First Union National Bank Experience April 1993 - May 1995
Job Vice President at JPMorgan Securities, LLC
Industry Investment Management
Experience
JPMorgan Securities, LLC May 1995 - Present
First Union National Bank April 1993 - May 1995
Education
Northwestern University - Kellogg School of Management 1999 — 2002
Master of Business Administration (M.B.A.), Finance, General
University of Florida 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
JPMorgan Securities, LLC May 1995 - Present
First Union National Bank April 1993 - May 1995
Education
Northwestern University - Kellogg School of Management 1999 — 2002
Master of Business Administration (M.B.A.), Finance, General
University of Florida 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Marla McGee's First Union National Bank Experience 1993 - 1997
Job Senior Project Manager at Schaller Anderson an Aetna Company
Industry Design
Experience
Schaller Anderson an Aetna Company August 2010 - Present
Johnson Controls April 2006 - April 2009
University of Texas at El Paso 2000 - 2004
Visa U.S.A. 1998 - 2000
MCI/Worldcom May 1997 - April 1998
First Union National Bank 1993 - 1997
Education
Penn State University 1981 — 1985
BA, Journalism
University of Maryland University College
MS, Project Management
Schaller Anderson an Aetna Company August 2010 - Present
Johnson Controls April 2006 - April 2009
University of Texas at El Paso 2000 - 2004
Visa U.S.A. 1998 - 2000
MCI/Worldcom May 1997 - April 1998
First Union National Bank 1993 - 1997
Education
Penn State University 1981 — 1985
BA, Journalism
University of Maryland University College
MS, Project Management
Estela Rodriguez's First Union National Bank Experience April 1993 - April 1998
Job Assistant Principal at MiamiDade County Public Schools
Industry Education Management
Experience
Dr. Rolando Espinosa K-8 Center January 2012 - Present
South Hialeah Elementary August 2007 - January 2012
First Union National Bank April 1993 - April 1998
Skills
Curriculum Development, Teacher Training
Education
Nova Southeastern University
Dr. Rolando Espinosa K-8 Center January 2012 - Present
South Hialeah Elementary August 2007 - January 2012
First Union National Bank April 1993 - April 1998
Skills
Curriculum Development, Teacher Training
Education
Nova Southeastern University
Elizabeth Demetropoulos's First Union National Bank Experience 1993 - 1997
Job Internet Sales/Charitable Donations Coordinator at Marks
Industry Internet
Experience
www.chainsandcharms.com October 2010 - Present
Marks Jewelers October 2010 - Present
Silpada Designs 2006 - 2011
Konica Minolta November 2008 - February 2010
First Merit Title October 2005 - March 2006
NVR Settlement Service September 2003 - September 2005
H & R Block Mortgage September 2002 - September 2003
First Union National Bank 1993 - 1997
Skills
Marketing, New Business Development, Team Building, Sales
Education
Penn State University 1988 — 1989
M.S., Health Education
Penn State University 1984 — 1988
B.S., Communication Disorders
www.chainsandcharms.com October 2010 - Present
Marks Jewelers October 2010 - Present
Silpada Designs 2006 - 2011
Konica Minolta November 2008 - February 2010
First Merit Title October 2005 - March 2006
NVR Settlement Service September 2003 - September 2005
H & R Block Mortgage September 2002 - September 2003
First Union National Bank 1993 - 1997
Skills
Marketing, New Business Development, Team Building, Sales
Education
Penn State University 1988 — 1989
M.S., Health Education
Penn State University 1984 — 1988
B.S., Communication Disorders
Dan Crawley's First Union National Bank Experience 1987 - 1990
Job District Sales Coordinator at Aflac
Industry Insurance
Experience
Aflac Account ExecutiveFreeMarkets1999 - 2000
Mellon Bank 1983 - 1995
First Union National Bank 1987 - 1990
Education
Penn State University 1981 — 1983
MBA, Business
Penn State University 1976 — 1980
Bachelors, Man Environment Relations
Aflac Account ExecutiveFreeMarkets1999 - 2000
Mellon Bank 1983 - 1995
First Union National Bank 1987 - 1990
Education
Penn State University 1981 — 1983
MBA, Business
Penn State University 1976 — 1980
Bachelors, Man Environment Relations
Sherry Cox's First Union National Bank Experience June 1996 - June 1998
Job Sr. Test Manager at Bank of America
Industry Banking
Experience
Bank of America August 2006 - Present
Compuware 2000 - 2006
Bank of America June 1998 - June 2000
First Union National Bank June 1996 - June 1998
Skills
Vendor Management, Process Improvement, Agile Methodologies, SDLC, Management, Testing, Quality Assurance, Program Management, Software Documentation, Team Building, Six Sigma, Requirements Analysis, Leadership, Business Process..., Project Management, Integration, Performance Management, Agile Testing, Risk Management
Education
Queens University of Charlotte 2002 — 2005
MA, Organizational Communication
North Carolina State University - College of Management 1992 — 1996
BA, Management
Bank of America August 2006 - Present
Compuware 2000 - 2006
Bank of America June 1998 - June 2000
First Union National Bank June 1996 - June 1998
Skills
Vendor Management, Process Improvement, Agile Methodologies, SDLC, Management, Testing, Quality Assurance, Program Management, Software Documentation, Team Building, Six Sigma, Requirements Analysis, Leadership, Business Process..., Project Management, Integration, Performance Management, Agile Testing, Risk Management
Education
Queens University of Charlotte 2002 — 2005
MA, Organizational Communication
North Carolina State University - College of Management 1992 — 1996
BA, Management
Loretto Rett Polachek's First Union National Bank Experience July 1995 - January 2001
Job Estates Administrative Assistant at The Great Commission Foundation of Campus Crusade for Christ Inc.
Industry Nonprofit Organization Management
Experience
The Great Commission Foundation of Campus Crusade for Christ Inc. February 2013 - July 2013
The Great Commission Foundation of Campus Crusade for Christ Inc. October 2011 - February 2013
Campus Crusade for Christ August 2010 - October 2011
Florida Virtual School October 2009 - February 2010
Campus Crusade for Christ February 2009 - May 2009
Campus Crusade for Christ July 2003 - January 2009
AmSouth Bank February 2002 - July 2003
AmSouth Bank July 2001 - December 2001
First Union National Bank July 1995 - January 2001
First Union National Bank August 1993 - July 1995
Skills
Outlook, Non-profits, Leadership, Administrative...
Education
Spring Hill College 1976 — 1977
Broadcast Journalism
University of South Alabama 1973 — 1976
BS, Environmental Studies
Oglethorpe University 1972 — 1973
Sociology, General Studies
The Great Commission Foundation of Campus Crusade for Christ Inc. February 2013 - July 2013
The Great Commission Foundation of Campus Crusade for Christ Inc. October 2011 - February 2013
Campus Crusade for Christ August 2010 - October 2011
Florida Virtual School October 2009 - February 2010
Campus Crusade for Christ February 2009 - May 2009
Campus Crusade for Christ July 2003 - January 2009
AmSouth Bank February 2002 - July 2003
AmSouth Bank July 2001 - December 2001
First Union National Bank July 1995 - January 2001
First Union National Bank August 1993 - July 1995
Skills
Outlook, Non-profits, Leadership, Administrative...
Education
Spring Hill College 1976 — 1977
Broadcast Journalism
University of South Alabama 1973 — 1976
BS, Environmental Studies
Oglethorpe University 1972 — 1973
Sociology, General Studies
Dominic Stigi's First Union National Bank Experience July 1994 - June 1998
Job VP Investment Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2015 - Present
Wells Fargo Bank January 2010 - March 2015
Wachovia, A Wells Fargo Company June 1998 - 2010
First Union National Bank July 1994 - June 1998
Republic National Bank January 1993 - July 1994
Merrill Lynch January 1990 - April 1992
Skills
Fixed Income, Series 7, Trading, Finance, Bloomberg, Bonds, Options, Investment Management, Treasury, Investments, Money Market, Banking, Hedge Funds, Portfolio Management, Mutual Funds, Mergers & Acquisitions, Management, Equities, Funding, Mortgage Lending, Currency, Asset Management
Education
Pace University 1986 — 1990
bs, Finance
Wells Fargo March 2015 - Present
Wells Fargo Bank January 2010 - March 2015
Wachovia, A Wells Fargo Company June 1998 - 2010
First Union National Bank July 1994 - June 1998
Republic National Bank January 1993 - July 1994
Merrill Lynch January 1990 - April 1992
Skills
Fixed Income, Series 7, Trading, Finance, Bloomberg, Bonds, Options, Investment Management, Treasury, Investments, Money Market, Banking, Hedge Funds, Portfolio Management, Mutual Funds, Mergers & Acquisitions, Management, Equities, Funding, Mortgage Lending, Currency, Asset Management
Education
Pace University 1986 — 1990
bs, Finance
Pam Humphrey's First Union National Bank Experience 1977 - 1981
Job Consultant
Industry Accounting
Experience
Pam M. Humphrey, CPA January 2011 - Present
Chapter 13 Bankruptcy Trustee's Office October 1991 - December 2010
Nasekos, Ryan & Co August 1990 - September 1991
Pam M. Humphrey, CPA October 1989 - April 1990
Network Computing Corporation (NCC) 1989 - 1989
Springs Industries 1989 - 1989
Coca-Cola Bottling Company Consolidated 1985 - 1988
Price Waterhouse Management Consultants 1981 - 1985
First Union National Bank 1977 - 1981
Education
Pfeiffer University 2010 — 2012
Masters, Christian Edcuation
University of North Carolina at Charlotte 1974 — 1977
BS, Accounting
North Carolina State University 1973 — 1974
Liberal Arts
Pam M. Humphrey, CPA January 2011 - Present
Chapter 13 Bankruptcy Trustee's Office October 1991 - December 2010
Nasekos, Ryan & Co August 1990 - September 1991
Pam M. Humphrey, CPA October 1989 - April 1990
Network Computing Corporation (NCC) 1989 - 1989
Springs Industries 1989 - 1989
Coca-Cola Bottling Company Consolidated 1985 - 1988
Price Waterhouse Management Consultants 1981 - 1985
First Union National Bank 1977 - 1981
Education
Pfeiffer University 2010 — 2012
Masters, Christian Edcuation
University of North Carolina at Charlotte 1974 — 1977
BS, Accounting
North Carolina State University 1973 — 1974
Liberal Arts
Shelley Derr, CPIA's First Union National Bank Experience October 1988 - November 1998
Job Member Service Specialist
Industry Insurance
Experience
AAA Central Penn October 2013 - Present
Zinn Insurance August 1999 - October 2011
NetVU 1999 - 2011
The Insurance Alliance of Central PA, Inc 1999 - 2010
First Union National Bank October 1988 - November 1998
Education
Penn State University 1986 — 1988
Associates, Business
AAA Central Penn October 2013 - Present
Zinn Insurance August 1999 - October 2011
NetVU 1999 - 2011
The Insurance Alliance of Central PA, Inc 1999 - 2010
First Union National Bank October 1988 - November 1998
Education
Penn State University 1986 — 1988
Associates, Business
Heike Coates's First Union National Bank Experience May 1992 - July 1995
Job Licensed Realtor, Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage March 2003 - Present
First Union National Bank May 1992 - July 1995
First Union National Bank August 1992 - June 1995
Skills
Foreclosures, First Time Home Buyers, Marketing, Real Estate Transactions, Listings, Real Estate, REO, Relocation, ABR, Residential Homes, Customer Service, Sellers, Investors, Investment Properties, Negotiation, Buyer Representation, Real Property, Townhomes, Rentals, New Home Sales, Move Up Buyers, Referrals, Condos, Selling, Luxury, Buyers, Single Family Homes, Short Sales, HUD, FHA, Resellers
Education
Northern Virginia Community College 1993 — 1994
Biology
Simon Fraser University 1986 — 1988
Psychology, Criminology
Vancouver Community College 1985 — 1986
Psychology
Coldwell Banker Residential Brokerage March 2003 - Present
First Union National Bank May 1992 - July 1995
First Union National Bank August 1992 - June 1995
Skills
Foreclosures, First Time Home Buyers, Marketing, Real Estate Transactions, Listings, Real Estate, REO, Relocation, ABR, Residential Homes, Customer Service, Sellers, Investors, Investment Properties, Negotiation, Buyer Representation, Real Property, Townhomes, Rentals, New Home Sales, Move Up Buyers, Referrals, Condos, Selling, Luxury, Buyers, Single Family Homes, Short Sales, HUD, FHA, Resellers
Education
Northern Virginia Community College 1993 — 1994
Biology
Simon Fraser University 1986 — 1988
Psychology, Criminology
Vancouver Community College 1985 — 1986
Psychology
Anderson Leslie's First Union National Bank Experience 1999 - 2000
Job Project Coordinator, Trust and Estate Administration, Duke University
Industry Higher Education
Experience
Duke University December 2002 - Present
Brame Specialty Company 2000 - 2001
First Union National Bank 1999 - 2000
Skills
Data Analysis, Microsoft Excel, Non-profits, PowerPoint, Research, Fundraising, Community Outreach, Access, Microsoft Office, Project Management, Leadership, Microsoft Word, Outlook, Customer Service, Nonprofits, Accounting, Program Management, Analysis, Payroll, Budgets
Education
North Carolina Wesleyan College 2009 — 2013
B.S., Accounting
Duke University December 2002 - Present
Brame Specialty Company 2000 - 2001
First Union National Bank 1999 - 2000
Skills
Data Analysis, Microsoft Excel, Non-profits, PowerPoint, Research, Fundraising, Community Outreach, Access, Microsoft Office, Project Management, Leadership, Microsoft Word, Outlook, Customer Service, Nonprofits, Accounting, Program Management, Analysis, Payroll, Budgets
Education
North Carolina Wesleyan College 2009 — 2013
B.S., Accounting
Kristi Welch's First Union National Bank Experience 1994 - 1997
Job Realtor
Industry Real Estate
Experience
Keller Williams September 2015 - Present
Berry Real Estate May 2014 - Present
radius financial group inc. July 2011 - February 2014
Spillane Consulting Associates January 2000 - August 2011
Taylor, Bean & Whitaker August 2004 - August 2009
JPMorgan Chase 2002 - 2004
washington mutual bank 1998 - 2000
First Union National Bank 1994 - 1997
Skills
Credit, Home Equity Lines of..., Loan Origination, VA loans, Residential Mortgages, FHA financing, Real Estate, Mortgage Lending, Residential Homes, FHA, USDA, Banking, Real Estate Financing, First Time Home Buyers, Sales, Relationship Management, Government Loans, Retail Banking, Mortgage Servicing, 203K, Real Estate Transactions, Condos, Lines Of Credit, Home Equity, Loans, FHA Financing, VA Loans
Education
Northeastern University 1988 — 1993
Bachelors, Finance
Keller Williams September 2015 - Present
Berry Real Estate May 2014 - Present
radius financial group inc. July 2011 - February 2014
Spillane Consulting Associates January 2000 - August 2011
Taylor, Bean & Whitaker August 2004 - August 2009
JPMorgan Chase 2002 - 2004
washington mutual bank 1998 - 2000
First Union National Bank 1994 - 1997
Skills
Credit, Home Equity Lines of..., Loan Origination, VA loans, Residential Mortgages, FHA financing, Real Estate, Mortgage Lending, Residential Homes, FHA, USDA, Banking, Real Estate Financing, First Time Home Buyers, Sales, Relationship Management, Government Loans, Retail Banking, Mortgage Servicing, 203K, Real Estate Transactions, Condos, Lines Of Credit, Home Equity, Loans, FHA Financing, VA Loans
Education
Northeastern University 1988 — 1993
Bachelors, Finance
Robert C. Farmer's First Union National Bank Experience 2000 - 2001
Job Owner, Sphinx Group, Inc.
Industry Financial Services
Experience
Community Capital Partners, LLC July 2005 - Present
Sphinx Group, Inc. April 1997 - Present
First Union National Bank 2000 - 2001
North Philadelphia Financial Partnership 1999 - 2000
Education
University of Pittsburgh-Johnstown 1986 — 1989
Bachelor of Arts, Economics - Finance
Pennsylvania State University-Erie Campus 1984 — 1986
Community Capital Partners, LLC July 2005 - Present
Sphinx Group, Inc. April 1997 - Present
First Union National Bank 2000 - 2001
North Philadelphia Financial Partnership 1999 - 2000
Education
University of Pittsburgh-Johnstown 1986 — 1989
Bachelor of Arts, Economics - Finance
Pennsylvania State University-Erie Campus 1984 — 1986
Mehul M. Shah's First Union National Bank Experience April 2000 - March 2001
Job High Net Worth Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 2013 - Present
Merrill Lynch March 2007 - July 2012
Morgan Stanley September 2003 - March 2007
Dreyfus September 2002 - September 2003
Deustche Bank July 2001 - May 2002
First Union National Bank April 2000 - March 2001
Skills
Fixed Income, Series 7, Interest Rate..., Series 63, Credit Derivatives, Equity Derivatives, OTC Derivatives, Business Relationship..., Client Service Oriented, SharePoint, Dedicated Professional, Multi Tasking, Collateral Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Strategic Planning, Client Relationships..., Relationship Management, Equities, Finance, Trading
Education
North Carolina State University 1991 — 1996
Bachelor's degree, Business/Managerial Economics
Vanguard May 2013 - Present
Merrill Lynch March 2007 - July 2012
Morgan Stanley September 2003 - March 2007
Dreyfus September 2002 - September 2003
Deustche Bank July 2001 - May 2002
First Union National Bank April 2000 - March 2001
Skills
Fixed Income, Series 7, Interest Rate..., Series 63, Credit Derivatives, Equity Derivatives, OTC Derivatives, Business Relationship..., Client Service Oriented, SharePoint, Dedicated Professional, Multi Tasking, Collateral Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Strategic Planning, Client Relationships..., Relationship Management, Equities, Finance, Trading
Education
North Carolina State University 1991 — 1996
Bachelor's degree, Business/Managerial Economics
Walter Anasovitch's First Union National Bank Experience June 1999 - August 2000
Job Mortgage, Credit Card, Collections Professional
Industry Banking
Experience
Mortgage, Credit Card, Collection Industry February 2014 - Present
SN Servicing Corporation August 2013 - January 2014
JPMorgan Chase September 2011 - July 2013
HomEq Servicing (First Union National Bank, Wachovia, Barclays CRE) September 2000 - March 2011
First Union National Bank June 1999 - August 2000
First Union National Bank September 1997 - May 1999
First Union National Bank May 1996 - August 1997
The Associates April 1995 - May 1996
Advanta April 1993 - April 1995
Advanta April 1990 - March 1993
Skills
Credit, Risk Management, Banking, Mortgage Servicing, Loan Servicing, Mortgage Lending, Credit Cards, Loss Mitigation, Portfolio Management, Forecasting, Financial Risk, Default, Process Improvement, Performance Management, Leadership, Call Centers, Due Diligence, Vendor Management, Credit Risk, Underwriting, Asset, Debt Collection, 1st and 3rd Part..., Outsource Programs, Legal Collections, Strategy Development /..., Dashboards /..., Policy Development, Behavioral and Risk..., Risk Managment of CFPB,..., Business Controls, Special Servicing, Customer Experience, Lending Criteria, Credit Processing
Education
Pennsylvania State University-Great Valley Graduate Center
MS, Management
University of Pennsylvania
BA, Mathematics
Mortgage, Credit Card, Collection Industry February 2014 - Present
SN Servicing Corporation August 2013 - January 2014
JPMorgan Chase September 2011 - July 2013
HomEq Servicing (First Union National Bank, Wachovia, Barclays CRE) September 2000 - March 2011
First Union National Bank June 1999 - August 2000
First Union National Bank September 1997 - May 1999
First Union National Bank May 1996 - August 1997
The Associates April 1995 - May 1996
Advanta April 1993 - April 1995
Advanta April 1990 - March 1993
Skills
Credit, Risk Management, Banking, Mortgage Servicing, Loan Servicing, Mortgage Lending, Credit Cards, Loss Mitigation, Portfolio Management, Forecasting, Financial Risk, Default, Process Improvement, Performance Management, Leadership, Call Centers, Due Diligence, Vendor Management, Credit Risk, Underwriting, Asset, Debt Collection, 1st and 3rd Part..., Outsource Programs, Legal Collections, Strategy Development /..., Dashboards /..., Policy Development, Behavioral and Risk..., Risk Managment of CFPB,..., Business Controls, Special Servicing, Customer Experience, Lending Criteria, Credit Processing
Education
Pennsylvania State University-Great Valley Graduate Center
MS, Management
University of Pennsylvania
BA, Mathematics
Christine Palermo's First Union National Bank Experience October 1999 - September 2000
Job Technical Buyer at AlcatelLucent (Randstad Staffing Contractor)
Industry Telecommunications
Experience
Alcatel-Lucent June 2007 - Present
Kelly Services Engineering October 2003 - October 2005
First Union National Bank October 1999 - September 2000
Omni Charlottesville Hotel 1997 - 1999
Omni Richmond Hotel 1992 - 1997
Omnit Hotels Sagamore Resort March 1991 - March 1992
Howard Johnson's Tiki Resort June 1990 - February 1991
Skills
Ten Key, 40 wpm
Education
DeVry University North Brunswick 2005 — 2009
AAS, Network Communication Management
Paul Smith's College 1988 — 1990
AAS, Tourism & Travel
Alcatel-Lucent June 2007 - Present
Kelly Services Engineering October 2003 - October 2005
First Union National Bank October 1999 - September 2000
Omni Charlottesville Hotel 1997 - 1999
Omni Richmond Hotel 1992 - 1997
Omnit Hotels Sagamore Resort March 1991 - March 1992
Howard Johnson's Tiki Resort June 1990 - February 1991
Skills
Ten Key, 40 wpm
Education
DeVry University North Brunswick 2005 — 2009
AAS, Network Communication Management
Paul Smith's College 1988 — 1990
AAS, Tourism & Travel
Chaka Gatling's First Union National Bank Experience June 2000 - July 2001
Job Training & Development Specialist at 1st Advantage Federal Credit Union
Industry Banking
Experience
1st Advantage Federal Credit Union February 2012 - Present
1st Advantage Federal Credit Union April 2010 - February 2012
EyeWitness Wear 2010 - 2012
1st Advantage Federal Credit Union May 2007 - April 2010
AmSouth Bank March 2003 - September 2003
UNION SQUARE FEDERAL CREDIT UNION September 2001 - February 2002
First Union National Bank June 2000 - July 2001
Skills
Public Speaking, Loans, Customer Service, Payroll, Accounting, Microsoft Office, Human Resources, Leadership, Auditing
Education
Old Dominion University 2009 — 2015
Bachelor of Science, Accounting, To be
Bossier Parish Community College
Accounting and Finance
1st Advantage Federal Credit Union February 2012 - Present
1st Advantage Federal Credit Union April 2010 - February 2012
EyeWitness Wear 2010 - 2012
1st Advantage Federal Credit Union May 2007 - April 2010
AmSouth Bank March 2003 - September 2003
UNION SQUARE FEDERAL CREDIT UNION September 2001 - February 2002
First Union National Bank June 2000 - July 2001
Skills
Public Speaking, Loans, Customer Service, Payroll, Accounting, Microsoft Office, Human Resources, Leadership, Auditing
Education
Old Dominion University 2009 — 2015
Bachelor of Science, Accounting, To be
Bossier Parish Community College
Accounting and Finance
David Le Maire's First Union National Bank Experience September 2000 - October 2001
Job Owner, David H Le Maire Ltd.
Industry Financial Services
Experience
David H Le Maire Ltd. 1996 - Present
Wachovia, A Wells Fargo Company January 2009 - February 2010
Wachovia, A Wells Fargo Company/Spherion 2009 - 2010
Piedmont Natural Gas August 2005 - October 2008
Oak Ridge National Laboratory August 2004 - October 2004
Los Alamos National Laboratory August 2003 - October 2003
Duke Energy Corporation November 2001 - April 2003
First Union National Bank September 2000 - October 2001
Craig and Associates 1990 - 1996
AAR Corp 1988 - 1990
Skills
Auditing, Accounting, Finance, Management, Budgets, Leadership, Tax, Strategic Financial..., Microsoft Office, Financial Statements
Education
Northern Illinois University 1971 — 1973
BS, Accountancy
David H Le Maire Ltd. 1996 - Present
Wachovia, A Wells Fargo Company January 2009 - February 2010
Wachovia, A Wells Fargo Company/Spherion 2009 - 2010
Piedmont Natural Gas August 2005 - October 2008
Oak Ridge National Laboratory August 2004 - October 2004
Los Alamos National Laboratory August 2003 - October 2003
Duke Energy Corporation November 2001 - April 2003
First Union National Bank September 2000 - October 2001
Craig and Associates 1990 - 1996
AAR Corp 1988 - 1990
Skills
Auditing, Accounting, Finance, Management, Budgets, Leadership, Tax, Strategic Financial..., Microsoft Office, Financial Statements
Education
Northern Illinois University 1971 — 1973
BS, Accountancy
Laurel Lovelace's First Union National Bank Experience June 1996 - 2002
Job Senior Programmer Analyst at Bank of Tennessee
Industry Banking
Experience
Bank of Tennessee June 2005 - Present
First Union National Bank June 1996 - 2002
CVS Caremark Corporation 1993 - 1996
Skills
SQL, Databases, Systems Analysis, Requirements Analysis, RPG Free, Cobol, GoAnywhere Director, iSeries development
Education
Northeastern Illinois University 1991 — 1993
Bachelor of Science (BS), Computer Science
Bank of Tennessee June 2005 - Present
First Union National Bank June 1996 - 2002
CVS Caremark Corporation 1993 - 1996
Skills
SQL, Databases, Systems Analysis, Requirements Analysis, RPG Free, Cobol, GoAnywhere Director, iSeries development
Education
Northeastern Illinois University 1991 — 1993
Bachelor of Science (BS), Computer Science
Anthony DeVivo's First Union National Bank Experience December 1999 - May 2003
Job Email professional
Industry Marketing and Advertising
Experience
eWayDirect September 2003 - August 2008
eWayDirect September 2003 - August 2008
First Union National Bank December 1999 - May 2003
Education
Norwalk Community College 2000 — 2009
Associates, Business Administration
eWayDirect September 2003 - August 2008
eWayDirect September 2003 - August 2008
First Union National Bank December 1999 - May 2003
Education
Norwalk Community College 2000 — 2009
Associates, Business Administration
Glenn Blum's First Union National Bank Experience 1991 - 2000
Job Corporate Travel/Account Management
Industry Events Services
Experience
Orbitz Worldwide 2003 - 2011
First Union National Bank 1991 - 2000
Skills
Business Travel, Online Travel, Hotel Booking, New Business Development, B2B, Tourism, Strategic Partnerships, Contract Negotiation, RFP, Sabre, Pricing, Account Management, Salesforce.com, Hotels, Travel Management, Amadeus, Travel Technology, Sales Management, Sales Process, Leisure Travel, E-commerce, Negotiation, Call Centers, CRM, Business Development, Customer Service, Vendor Management, Competitive Analysis, Strategy, Sales, Process Improvement, Team Building, Leadership, Strategic Planning, Customer Retention, Product Management, Hospitality
Education
Northern Illinois University
BS, Management & Administration
Orbitz Worldwide 2003 - 2011
First Union National Bank 1991 - 2000
Skills
Business Travel, Online Travel, Hotel Booking, New Business Development, B2B, Tourism, Strategic Partnerships, Contract Negotiation, RFP, Sabre, Pricing, Account Management, Salesforce.com, Hotels, Travel Management, Amadeus, Travel Technology, Sales Management, Sales Process, Leisure Travel, E-commerce, Negotiation, Call Centers, CRM, Business Development, Customer Service, Vendor Management, Competitive Analysis, Strategy, Sales, Process Improvement, Team Building, Leadership, Strategic Planning, Customer Retention, Product Management, Hospitality
Education
Northern Illinois University
BS, Management & Administration
Alba Marina Orozco's First Union National Bank Experience May 1992 - August 1999
Job Multicultural Ministry Director at Diocese of St. Augustine
Industry Religious Institutions
Experience
Diocese of St. Augustine September 1999 - Present
First Union National Bank May 1992 - August 1999
Florida State College at Jacksonville August 1990 - April 1992
Skills
Microsoft Office, Community Outreach, Public Speaking, Nonprofits, Strategic Planning, Volunteer Management, Leadership Development, Fundraising, Recruiting, Employee Relations, Project Management, Leadership, Event Management, Program Development, Grant Writing, Public Relations, Event Planning, Organizational..., Training, Team Building, Social Networking, Staff Development, Community Development, Teaching
Education
Nova Southeastern University 1995 — 1997
Master, Business Administrator
UNAN- Managua Nicaragua 1973 — 1980
Bachelor, Business Administrator
Diocese of St. Augustine September 1999 - Present
First Union National Bank May 1992 - August 1999
Florida State College at Jacksonville August 1990 - April 1992
Skills
Microsoft Office, Community Outreach, Public Speaking, Nonprofits, Strategic Planning, Volunteer Management, Leadership Development, Fundraising, Recruiting, Employee Relations, Project Management, Leadership, Event Management, Program Development, Grant Writing, Public Relations, Event Planning, Organizational..., Training, Team Building, Social Networking, Staff Development, Community Development, Teaching
Education
Nova Southeastern University 1995 — 1997
Master, Business Administrator
UNAN- Managua Nicaragua 1973 — 1980
Bachelor, Business Administrator
Nicolle Pack's First Union National Bank Experience February 1993 - September 1993
Job Chief Accounting Officer
Industry Banking
Experience
Citizens State Bank (Florida) September 1994 - Present
Compass Bank September 1993 - August 1994
First Union National Bank February 1993 - September 1993
Skills
Banking, Credit, Loans, Commercial Banking, Customer Service, Microsoft Excel, Time Management, Microsoft Word, Finance, Financial Analysis, Financial Risk, Accounts Receivable, Microsoft Office, Budgets, Financial Services, PowerPoint
Education
University of Phoenix 2014 — 2016
Bachelor's degree, Accounting
North Florida Community College 1996 — 2001
Associate of Arts (AA), Accounting
Robert E. Lee Highschool 1990 — 1993
High School Diploma, Accounting and Business/Management
Citizens State Bank (Florida) September 1994 - Present
Compass Bank September 1993 - August 1994
First Union National Bank February 1993 - September 1993
Skills
Banking, Credit, Loans, Commercial Banking, Customer Service, Microsoft Excel, Time Management, Microsoft Word, Finance, Financial Analysis, Financial Risk, Accounts Receivable, Microsoft Office, Budgets, Financial Services, PowerPoint
Education
University of Phoenix 2014 — 2016
Bachelor's degree, Accounting
North Florida Community College 1996 — 2001
Associate of Arts (AA), Accounting
Robert E. Lee Highschool 1990 — 1993
High School Diploma, Accounting and Business/Management
Margaret Henry's First Union National Bank Experience 1996 - 1998
Job Administrator at By the Sea Sotheby's International Realty
Industry Real Estate
Experience
By the Sea Sotheby's International Realty February 2005 - August 2015
RE/MAX Gallery 2003 - 2004
Essex Conference Center and Retreat 1998 - 2001
First Union National Bank 1996 - 1998
Commonwealth of Virginia 1991 - 1994
Norfolk Yacht and Country Club 1986 - 1990
Skills
Real Estate, Investment Properties, Luxury, Relocation, Condos, Buyer Representation, Residential Homes, Real Estate Transactions, Referrals, Single Family Homes, Sellers, First Time Home Buyers, New Home Sales, Short Sales, Listings, Townhomes, Investors, Real Property, Buyers, Microsoft Office, Legal Documents, Business Analysis, Business Strategy, Customer Service, Customer Satisfaction, Office Administration, Office Management, Financial Accounting, Financial Analysis, Tenacious Work Ethic, Computer Proficiency
Education
Old Dominion University
Business Management
By the Sea Sotheby's International Realty February 2005 - August 2015
RE/MAX Gallery 2003 - 2004
Essex Conference Center and Retreat 1998 - 2001
First Union National Bank 1996 - 1998
Commonwealth of Virginia 1991 - 1994
Norfolk Yacht and Country Club 1986 - 1990
Skills
Real Estate, Investment Properties, Luxury, Relocation, Condos, Buyer Representation, Residential Homes, Real Estate Transactions, Referrals, Single Family Homes, Sellers, First Time Home Buyers, New Home Sales, Short Sales, Listings, Townhomes, Investors, Real Property, Buyers, Microsoft Office, Legal Documents, Business Analysis, Business Strategy, Customer Service, Customer Satisfaction, Office Administration, Office Management, Financial Accounting, Financial Analysis, Tenacious Work Ethic, Computer Proficiency
Education
Old Dominion University
Business Management
ROY DETWEILER's First Union National Bank Experience January 2001 - January 2004
Job Store Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank January 2004 - Present
First Union National Bank January 2001 - January 2004
First Union National Bank July 1998 - December 2000
Skills
Credit, Loans, Small Business Lending, Consumer Lending, Banking, Mortgage Lending, Commercial Lending, Commercial Banking, Retail Banking, Cross Selling, Credit Analysis, Loan Origination, Lines Of Credit, Relationship Management, Sales
Education
Northampton Community College 1990 — 1996
Associate's degree, Banking and Financial Support Services
Millersville University of Pennsylvania 1986 — 1988
Business Administration and Management, General
Liberty High School, Bethlehem, PA 1982 — 1986
Wells Fargo Bank January 2004 - Present
First Union National Bank January 2001 - January 2004
First Union National Bank July 1998 - December 2000
Skills
Credit, Loans, Small Business Lending, Consumer Lending, Banking, Mortgage Lending, Commercial Lending, Commercial Banking, Retail Banking, Cross Selling, Credit Analysis, Loan Origination, Lines Of Credit, Relationship Management, Sales
Education
Northampton Community College 1990 — 1996
Associate's degree, Banking and Financial Support Services
Millersville University of Pennsylvania 1986 — 1988
Business Administration and Management, General
Liberty High School, Bethlehem, PA 1982 — 1986
Danne Anderson's First Union National Bank Experience December 1993 - December 1999
Job Relationship Manager at PNC Bank, NA
Industry Banking
Experience
PNC Bank, NA December 1999 - Present
First Union National Bank December 1993 - December 1999
Education
Penn State University 1982 — 1985
Bachelor's degree, Business Administration, Accounting
PNC Bank, NA December 1999 - Present
First Union National Bank December 1993 - December 1999
Education
Penn State University 1982 — 1985
Bachelor's degree, Business Administration, Accounting
Kim Manchette's First Union National Bank Experience March 1988 - July 1996
Job VP, Sr Business Systems Consultant/Team Lead at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2007 - September 2012
Wells Fargo March 2003 - July 2007
Wachovia Bank March 2001 - March 2003
Wachovia Bank March 2000 - March 2001
Wachovia Bank July 1996 - March 2000
First Union National Bank March 1988 - July 1996
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft SQL Server, PowerPoint, Emerald, G&D Compass Vault..., Glory Vault Software, Cross-functional Team..., Mergers, Process Improvement, Strategic Planning, Cash Management, Financial Risk, Banking, Business Analysis, Vendor Management, Management, Risk Management, Mergers & Acquisitions, Strategy, Access
Education
Palm Beach Community College
Wells Fargo July 2007 - September 2012
Wells Fargo March 2003 - July 2007
Wachovia Bank March 2001 - March 2003
Wachovia Bank March 2000 - March 2001
Wachovia Bank July 1996 - March 2000
First Union National Bank March 1988 - July 1996
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft SQL Server, PowerPoint, Emerald, G&D Compass Vault..., Glory Vault Software, Cross-functional Team..., Mergers, Process Improvement, Strategic Planning, Cash Management, Financial Risk, Banking, Business Analysis, Vendor Management, Management, Risk Management, Mergers & Acquisitions, Strategy, Access
Education
Palm Beach Community College
Virgin Anika's First Union National Bank Experience February 1998 - August 1998
Job Assistant Director at York/Poquoson Victim Witness Program
Industry Legal Services
Experience
York/Poquoson Victim Witness Program October 2002 - Present
Newport News Juvenile and Domestic Relations District Court August 2001 - October 2002
Victim Witness Services of South Philadelphia August 1998 - April 2001
First Union National Bank February 1998 - August 1998
Skills
Enforcement, Legal Research, Criminal Investigations, Private Investigations, Criminal Justice
Education
Old Dominion University 1994 — 1997
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
York/Poquoson Victim Witness Program October 2002 - Present
Newport News Juvenile and Domestic Relations District Court August 2001 - October 2002
Victim Witness Services of South Philadelphia August 1998 - April 2001
First Union National Bank February 1998 - August 1998
Skills
Enforcement, Legal Research, Criminal Investigations, Private Investigations, Criminal Justice
Education
Old Dominion University 1994 — 1997
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Wendy King Wardlaw's First Union National Bank Experience May 1994 - April 1998
Job
Industry
Experience
First Union National Bank May 1994 - April 1998
First Union National Bank August 1992 - April 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Editing, Project Management
Education
North Carolina State University 1987 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
First Union National Bank May 1994 - April 1998
First Union National Bank August 1992 - April 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Editing, Project Management
Education
North Carolina State University 1987 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
Sara Hendershot's First Union National Bank Experience February 1998 - November 2000
Job Reimbursement Specialist at Walgreens Infusion & Respiratory Services
Industry Accounting
Experience
Walgreens Infusion & Respiratory Services March 2013 - Present
Fresenius Medical Care North America February 2010 - November 2012
Helping Hands Medical Equipment January 2009 - January 2010
Young's Medical Equipment November 2000 - January 2009
First Union National Bank February 1998 - November 2000
Education
Northampton Community College 2003 — 2009
Associate's degree, Business Management
Penn State University, Allentown 1994 — 1997
Accounting/Business
Walgreens Infusion & Respiratory Services March 2013 - Present
Fresenius Medical Care North America February 2010 - November 2012
Helping Hands Medical Equipment January 2009 - January 2010
Young's Medical Equipment November 2000 - January 2009
First Union National Bank February 1998 - November 2000
Education
Northampton Community College 2003 — 2009
Associate's degree, Business Management
Penn State University, Allentown 1994 — 1997
Accounting/Business
Barbara Doll's First Union National Bank Experience 1994 - 1996
Job Senior Vice President and Senior Trust Officer at US Trust
Industry Financial Services
Experience
US Trust February 1997 - Present
First Union National Bank 1994 - 1996
SunTrust Bank 1992 - 1994
Education
Nova Southeastern University
Master of Business Administration (M.B.A.)
Nova Southeastern University
Bachelor's Degree
US Trust February 1997 - Present
First Union National Bank 1994 - 1996
SunTrust Bank 1992 - 1994
Education
Nova Southeastern University
Master of Business Administration (M.B.A.)
Nova Southeastern University
Bachelor's Degree
Erich Frey's First Union National Bank Experience 2000 - 2002
Job Partner at Kleen Tech Solutions
Industry
Experience
National Rug Cleaners February 2007 - Present
Kleen Tech Solutions September 2004 - Present
Summit National Bank 2004 - 2006
First Union National Bank 2000 - 2002
First Union National Bank 2000 - 2002
First Union National Bank 2000 - 2002
Skills
Microsoft Excel, Microsoft Office
Education
Palm Beach Atlantic University 1987 — 1990
Bachelor's Degree, Business Administration and Management, General
National Rug Cleaners February 2007 - Present
Kleen Tech Solutions September 2004 - Present
Summit National Bank 2004 - 2006
First Union National Bank 2000 - 2002
First Union National Bank 2000 - 2002
First Union National Bank 2000 - 2002
Skills
Microsoft Excel, Microsoft Office
Education
Palm Beach Atlantic University 1987 — 1990
Bachelor's Degree, Business Administration and Management, General
Citizens Bank
Indymac Bank
MBNA
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation
First Union