First Union/ Wachovia
Industry: Financial services company
DescriptionWachovia was a diversified financial services company based in Charlotte, North Carolina. Before its acquisition by Wells Fargo and Company in 2008, Wachovia was the fourth-largest bank holding company in the United States, based on total assets. Headquarters: Charlotte, NC Acquisition date: December 31, 2008 Founded: June 16, 1879 Parent organization: Wells Fargo Subsidiaries: Wells Fargo Advisors, Wachovia Service Corp,
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First Union/ Wachovia Employees
EW Process September 2015 - Present
South State Bank October 2004 - August 2015
First Union/ Wachovia September 1998 - September 2004
Carolinas HealthCare System May 1994 - September 1998
Skills
Credit Analysis, Banking, Credit Risk, Loan Origination, Financial Analysis, Cash Management, Refinance, Finance, Construction Loans, Lines Of Credit, Business Development, Strategic Planning, Commercial Banking, Real Estate, Underwriting, Customer Service, Credit, Loans
Education
The South Carolina Economic Development Institute 2014 — 2015
Queens University of Charlotte 1995 — 1997
MBA
College of Charleston 1985 — 1989
Bachelor's degree, Business Administration
Pilot's Club Halifax Area June 2014 - Present
Gateway Bank of Florida February 2012 - Present
Pilot's Club Halifax Area June 2013 - June 2014
WellsFargo June 1991 - February 2012
Making Strides Event 2012 - 2012
First Union, Wachovia 1991 - 2012
Skills
Banking, Retail Banking, Customer Service, Community Outreach, Loss Prevention, Coaching, Team Building, Team Management, Loans, Deposits, Relationship Management, Cross Selling, Public Relations, Credit Cards, Branch Banking, Branch Management, Branch Operation, Savings Accounts, New Account, Deposit Growth, Depository Services, Commercial Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Loan Origination, Commercial Mortgages, Community Service, Credit, FHA, Asset Based Lending, Management, Series 63, Consumer Lending, Lines Of Credit
Education
Chaminade University of Honolulu
Daytona State College
FBA
LPL Financial October 2014 - Present
BB&T March 2006 - September 2014
First Union-Wachovia August 2000 - March 2006
Combined Insurance February 1995 - August 2000
Skills
Financial Planning, Wealth Management, Retirement Planning, Investments, Estate Planning, Portfolio Management, Wealth Preservation..., Life Insurance, Long Term Care Insurance
Education
North Carolina State University 1985 — 1988
Bachelor of Science, Agriculture Business Management
Academy Securities July 2014 - Present
CCM 2004 - Present
First Union/ Wachovia March 1998 - February 2004
Nationsbank January 1995 - March 1998
Goldman Sachs February 1979 - October 1994
Smith Barney November 1974 - January 1979
Skills
Strategic Planning, Investments, Customer Relations, Series 7, Coaching, Personality, Series 63, Series 24, Trading
Education
NYU Stern School of Business 1974 — 1978
MBA, Finance
Princeton University 1966 — 1970
ab, sociology
Belk - Enterprise IT Operations June 2013 - Present
Belk - Corp Internal Audit March 2013 - June 2013
TIAA-CREF - Asset Management Enterprise Services (AMES) BMO March 2012 - December 2012
Wells Fargo - Bankruptcy September 2011 - November 2011
Bank of America, HL&I - Loan Modifications June 2010 - June 2011
TIAA-CREF - Information Technology Service Management March 2007 - March 2009
First Union - Wachovia March 2002 - March 2007
Rampant Lion Interactive November 2000 - March 2002
GE Capital Card Services July 1998 - November 2000
KPMG August 1996 - May 1998
Skills
Visio, SDLC, SharePoint, Business Analysis, ITIL, Process Improvement, Analysis, Project Management, Six Sigma, Business Requirements, Technical Documentation, IT Service Management, Microsoft Excel, Agile Methodologies, Databases, IT Strategy, Change Management, Release Management, DFSS, Risk Management, Predictive Analytics, Planview Enterprise, SharePoint Designer, Data Analysis, Process Engineering, IT Governance, MCSE, Business Process Design, Policy Analysis, Functional Design, Data Modeling, Gap Analysis, Technical Presentations, Regulatory Analysis, Cross-platform..., Financial Regulation, HAMP, Mortgage Servicing, AGILE, ETL, CMMi, SQL Server, Financial Analysis, Workflow Diagrams
Education
University of North Carolina at Charlotte 1991 — 1996
Bachelor of Arts (B.A.)
GE Managerial School 1998 — 2000
Green Belt
TIAA-CREF 2007 — 2007
ITIL - Practitioner
Island Training Solutions 2012 — 2012
Certification
Xport Xperts Inc. (www.xportxpertsinc.com) January 2009 - Present
Xpert-Serve Inc. September 2012 - Present
BPD Bank January 2007 - January 2009
BPD Bank 2007 - 2009
SunTrust January 2000 - January 2007
SunTrust Bank 2000 - 2007
Bank of America 1992 - 2000
First Union Wachovia 1970 - 1992
Skills
Small Business Lending, Term Loans, Trade Finance, Credit Insurance, Structuring, Loans, Credit, Banking, Accounting, Financial Reporting, Credit Risk, Commercial Banking, Financial Structuring, Risk Management, Structured Finance, Financial Analysis, Cash Management, International Trade, Underwriting, Syndications, Commercial Lending, Project Finance, Analysis, Credit Analysis, Portfolio Management, Financial Risk, Finance, Retail Banking, Loan Origination, Investments, Letters of Credit, Trading, Financial Modeling, Asset Based Lending, Capital Markets, Investment Banking, Financial Institutions, Treasury Management, Corporate Finance, Due Diligence, Private Banking, Derivatives, Financial Transactions, Structured Trade, Operational Risk, Funding, Financial Services, Emerging Markets, Notary Public, Certified Notary...
Education
Florida International University 1977 — 1979
International Finance
FIU 1974 — 1975
International Finance
Miami Dade College 1969 — 1970
AS, Business, Secretarial Science
JPMorgan Chase October 2011 - Present
Wells Fargo May 2002 - October 2011
YMCA of Greater Charlotte January 2004 - September 2005
First Union-Wachovia May 2002 - May 2004
Carmike Cinemas November 1999 - August 2001
Skills
Leadership, Banking, Management, Financial Analysis, Finance, Customer Service, Data Analysis, Call Centers, Coaching, Product Marketing, Derivatives
Education
Villanova Online University 2014 — 2015
Six Sigma Greenbelt Certification
University of San Antonio Texas 2014 — 2014
Chase Academy of Project Management Certificate, Project Management
Strayer University (VA) 2008 — 2011
MBA, International Business
Johnson C. Smith University - JCSU 2001 — 2005
BS, Marketing
TD Bank Group February 2011 - Present
Chase Bank November 2005 - December 2010
PNC Bank July 2004 - November 2005
First Union/ Wachovia 2001 - 2004
LT Lawrence 1997 - 1998
Skills
Sales Management, Sales Operations, Telephone Skills, Great People Skills, Retail Banking, Small Business Lending, Lines Of Credit, Communication, Home Equity, Underwriting, Series 63, Loans, Commercial Banking, Risk Management, Asset Based Lending, Commercial Lending, Banking, Mortgage Lending, Consumer Lending, Credit Analysis, Commercial Mortgages, Mortgage Banking, Cash Management, Leadership, Investments, Residential Mortgages, Credit Cards, Home Equity Lines of..., Series 7, Mutual Funds, Financial Advisory, Customer Service, Portfolio Management, Personal Banking, Sales, Finance, Investment Advisory, Credit Risk, Branch Management, Wealth Management, Credit, Relationship Management, Refinance, SBA, Loan Origination, Securities, Private Banking, Financial Services, Construction Loans, Home Equity Loans
Education
John Jay College of Criminal Justice 1984 — 1985
Some college., Criminal Justice and Law.
USAA September 2013 - Present
Ally Financial Inc. March 2011 - September 2013
Independent Consultant Banking June 2009 - March 2011
Wachovia July 2007 - June 2009
Fifth Third Bank April 2006 - July 2007
Wachovia Mortgage Company July 2004 - April 2006
Wachovia Bank March 2000 - June 2004
First Union /Wachovia 1998 - 2000
First Union / Wachovia 1998 - 1999
First Union / Wachovia 1996 - 1998
Skills
Leadership, Recruiting, Leading Change, Corporate Governance, Mortgage Lending, Credit, P&L Management, Loans, Mortgage Banking, Strategy, Finance, Banking, Retail Banking, Underwriting, Mergers & Acquisitions, Consumer Lending, FHA, Financial Services, Commercial Banking, Loan Origination, Sales, Coaching, Refinance, Credit Risk, Executive Management, Credit Analysis, Residential Mortgages, Management, Wealth Management, Portfolio Management, Commercial Lending, Loss Mitigation, Risk Management, Mortgage Underwriting, Investments, Leadership Development, Financial Risk, Mortgage Servicing, Commercial Mortgages, Change Management
Education
Auburn University 1981 — 1985
BS, Finance
Wells Fargo December 2007 - Present
TBI Mortgage December 2006 - December 2007
Carolina Residential Funding January 2005 - December 2006
Wyndham Capital Mortgage May 2004 - December 2004
LendingTree March 2002 - May 2004
First Union/ Wachovia September 1998 - March 2002
Skills
Loans, Credit, Banking, Real Estate, Customer Service, Sales, Finance, Software Documentation, Consulting, Equities, Mainframe, Mortgage Lending, FHA, Residential Mortgages, Mortgage Banking, Sales Management, Cold Calling, Loan Origination, New Business Development, Account Management, Loan Servicing, Underwriting
Education
University of North Carolina at Charlotte 1994 — 2000
Bachelor of Arts, History
Penn State - Ogontz Campus 1993 — 1994
University of Phoenix
in MBA program
IBERIABANK May 2013 - Present
CaroMont Health January 2003 - December 2014
Community Foundation of Gaston County November 2006 - April 2010
First Union/ Wachovia August 1974 - August 2006
Skills
Mergers & Acquisitions, Commercial Banking, Commercial Lending, Strategic Planning, Treasury Management, Banking, Credit Analysis, Employee Relations, Credit, Executive Management, Finance, Financial Analysis, Strategic Financial..., Risk Management, Cash Management, Strategy
Education
UNC Chapel Hill 1969 — 1973
BS, Business Administration
Wells Fargo Bank July 2009 - Present
Wachovia January 2008 - July 2009
First Union - Wachovia June 2000 - January 2008
Education
Penn State University 1996 — 2000
BS, Finance
Emory Austin andCOmpany February 2007 - Present
McEwen Funeral Service November 2001 - January 2012
First Union/ Wachovia 1999 - June 2001
Skills
Workforce Planning, Coaching, Team Building, Sales Management, Business Management, Strategic Planning
Education
Central Piedmont Community College 1970 — 1971
Associates Degree, Business and Accounting
Windstream Communications December 2013 - Present
WorldPay November 2011 - Present
Taylor Pump and Lift April 2003 - August 2011
First Union/ Wachovia August 1995 - April 2003
Skills
Sales Process, Salesforce.com, Banking, Automotive, Cold Calling, Sales, Sales Operations, Forecasting, Solution Selling, Microsoft Excel, Microsoft Office, Sales Presentations, Relationship Management, Direct Sales, Merchant Services, Electronic Payments, Payment Card Processing, Account Management, Customer Retention, New Business Development, Pricing, Sales Management, Strategic Partnerships
Education
Central Piedmont Community College 1989 — 1991
Central Piedmont Community College 1988 — 1990
Business and Marketing
Wells Fargo February 2014 - June 2015
Wells Fargo April 2011 - February 2014
Wells Fargo April 2004 - February 2011
Lollytogs Ltd NY April 1999 - March 2005
First Union/ Wachovia January 1996 - April 1999
Skills
Small Business Lending, Consumer Lending, Credit, Commercial Banking, Credit Analysis, Banking, Commercial Lending, Financial Services, Loan Origination, Loans, Team Leadership, Strategic Leadership, Merchandising, Small Business, Customer Experience, Employee Engagement, Community Development, Communication, Retail Banking, Relationship Management, Risk Management, Leadership, Management, Mortgage Lending, Finance, Portfolio Management
Education
Fashion Institute of Technology 1997 — 2000
Business Management, Merchandising
Brookdale Community College 1995 — 1997
Associate's degree, Business, Fashion Merchandising
Wells Fargo Wealth Management January 2009 - Present
First Union, Wachovia August 1987 - December 2008
Phila. Natl. Bank, CoreStates May 1980 - July 1987
Skills
CFP, CTFA, Wealth Management, Asset Management, Asset Allocation, Wealth Management...
Education
Drexel University - College of Business and Administration 1971 — 1976
BS, Business Administration
EverBank October 2012 - Present
Wellsfargo June 2011 - September 2012
Wachovia May 2007 - March 2011
First Union/ Wachovia February 1997 - May 2007
Skills
Bilingual-Spanish, Bilingual, Banking, Management, Commercial Banking, Credit, Financial Analysis, Finance, Risk Management, Portfolio Management, Leadership, Mortgage Lending, Bilingual Communications
Education
Universidad José María Vargas 1985 — 1990
Bachellor Degree, Business Administration and Management, General
Discovery Communications- Discovery Education January 2013 - Present
Discovery Communications- Discovery Education April 2011 - January 2013
First Union/ Wachovia March 1998 - March 2005
Skills
Digital Media, Social Media, Social Media Marketing, Digital Marketing, Online Advertising, Advertising, Editing, Public Relations, Event Planning, Email Marketing, Media Planning, Social Networking, Marketing Communications, SEO, Marketing, Media Relations, Blogging, Strategic Planning, Integrated Marketing, Online Marketing, Marketing Strategy, Management
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
Master's degree, Project Management
University of South Carolina-Columbia 1991 — 1996
Bachelor of Arts (B.A.), Media Arts