Wachovia Company
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, North Carolina, United States Acquisition date: 31 December 2008 Founded: 16 June 1879 Defunct: 2008 (as an independent corporation); 2011 (as a brand) Subsidiaries: Wells Fargo Advisors, Wachovia Service Corp, Parent organization: Wells Fargo
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Wachovia Employees
1st United Services Credit Union November 2010 - November 2012
Wachovia 1992 - 2008
Wells Fargo (formerly World Savings) 2004 - 2007
World Savings (aquired by Wachovia) 2003 - 2004
World Savings 2000 - 2003
World Savings 1997 - 2000
World Savings 1995 - 1997
World Savings 1993 - 1995
Skills
Loans, Coaching, Functional Requirements, Banking, Relationship Management, Credit, Risk Management, Leadership, Process Improvement, Sales, Customer Service, Analysis, Team Leadership, Retail Banking, Sales Management, Mergers & Acquisitions, Credit Analysis, Training, Management, Consumer Lending, Team Building, Sales Operations, Business Development, Marketing, Cross Selling, Time Management, Retail, Customer Satisfaction, Mortgage Lending, Financial Services, Finance, Employee Engagement, Call Centers, Credit Cards, Financial Analysis, Credit Unions, Customer Experience, Customer Retention, Mortgage Banking, Performance Management, Credit Risk, Loan Origination, Commercial Banking, Vice Presidents
Education
Kean University 1987 — 1992
BA, Mathematics/Marketing
Ameriprise Financial Services, Inc. September 2013 - Present
Next Financial October 2012 - March 2013
TIAA-CREF July 2012 - August 2012
Wells Fargo November 2010 - December 2010
Wachovia, A Wells Fargo Company February 2007 - September 2010
Wachovia February 2004 - February 2007
Wachovia September 2002 - February 2004
Van Kampen Investments (within VK Trust Company) February 2000 - July 2002
Van Kampen Funds July 1998 - January 2000
Bank One January 1997 - January 1998
Education
Keller Graduate School of Management of DeVry University 2000 — 2004
MBA, Taxation & Accountancy
University of Houston 1991 — 1996
Bachelor of Arts, Psychology
Schreiner University 1990 — 1991
English
Aransas Pass High School 1986 — 1990
High School
Computer Data Services, LLC April 2004 - Present
Bank of America 2010 - 2011
Bank of America 2009 - 2011
Bank of America September 2006 - March 2009
Bank of America October 2004 - September 2006
Wachovia June 2004 - October 2004
StorageTek 2002 - 2004
PricewaterhouseCoopers August 1999 - October 2001
Kent Displays 1995 - 1999
Skills
PMO, Team Building, Mentoring, Business Management, Operations Management, Team Leadership, Business Planning, Microsoft Office, Problem Solving, Customer Relations, Change Management, Management, Leadership, Training, Time Management, Performance Management, Project Management, Integration, Risk Management, Customer Service, SAP, Business Process, Leadership Development, Budgets, Strategy, Project Planning, Strategic Planning, Business Process..., Program Management, Process Improvement
Education
Kent State University 1995 — 1999
BS, Secondary Education
University of Southern California 1989 — 1991
Bachelor of Science (B.S.), Education
The Old Globe April 2014 - Present
Balboa Park Cultural Partnership August 2011 - April 2014
LEAD San Diego November 2008 - August 2011
3rd Works LLC 2006 - October 2008
Wachovia 2002 - 2006
Skills
Member Relations, Marketing Communications, Strategic Planning, Event Management, Non-profits, Project Management, Executive Office..., Nonprofits, Community Outreach, Public Speaking, Grant Writing, Budgets, Volunteer Management, Event Planning, Project Planning, Training, Fundraising, Research, Administration, Program Management, Time Management, Sustainability, Program Development, Leadership Development, Editing, Community Development, Leadership, Grants, Teaching, Social Media, Social Networking, Museums, Proposal Writing, PowerPoint, Public Relations
Education
King College 2000 — 2002
English, Theater & Creative Writing Emphases
Asheville Christian Academy 1987 — 2000
High School Diploma, College Preparatory School
SunTrust May 2015 - Present
Wells Fargo Financial July 2009 - May 2015
Wachovia March 2006 - August 2008
GlaxoSmithKline July 2003 - August 2005
Skills
Marketing Management, Financial Services, Leadership, Training, Pharmaceutical Sales, Sales Operations, Customer Service, Problem Solving, Loans, Interviews, Key Account Development, Microsoft Office, Quality Assurance, CRM, Marketing, Sales, Business Development, Management, Team Building, Public Speaking, Financial Analysis, Negotiation, Coaching, Budgets, Process Improvement, Risk Management, Research, B2B, Sales Management
Education
DeVry University's Keller Graduate School of Management-Georgia 2013 — 2015
Human Resources and Project Management
Rutgers University 1989 — 1993
Bachelor of Arts (BA), Psychology
American Family Care June 2014 - Present
Regions Financial Corporation September 2013 - December 2013
Atos 2012 - 2012
SunGard Availability Services 2009 - 2010
Wachovia September 2007 - November 2009
Skills
Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Administrative..., 10 Key, Software Documentation, Lotus Notes, Call Centers, Windows, Outlook, Customer Satisfaction, Windows 7, Invoicing, Administration, Teamwork, Databases, Data Analysis, Process Improvement, Analysis, Critical Thinking, Accounts Receivable, Medical Billing, Accounts Payable, Banking, Accounting
Education
Herzing University-Birmingham 2013 — 2015
Associate's degree, Legal Studies, General
Lawson State Community College-Birmingham Campus 2002 — 2003
Associate's degree, Registered Nursing/Registered Nurse
CRC Health Group September 2012 - Present
TD Bank Group 2008 - 2011
Wachovia May 2005 - August 2007
Skills
Banking, Cash Management, Cross Selling, Small Business Lending, Financial Analysis, Credit Risk, Deposits, Lines Of Credit, Credit, Branch Banking, Loans, Financial Risk, Retail Banking, Consumer Lending, Commercial Banking, Payroll, Accounts Payable, Account p, Accounts Receivable, Medical Billing, General Ledger, Medical Coding, Medical Terminology, Medical Records, QuickBooks, Invoicing, Microsoft Office, Microsoft Excel, Financial Statements
Education
Keiser University-Ft Lauderdale 2011 — 2013
Associate of Science (AS), Medical/Clinical Assistant, 3.31
Keiser University-Ft Lauderdale 2011 — 2012
Associate of Arts and Sciences (A.A.S.), Medical Office Assistant/Specialist, 3.39
Ups August 2015 - Present
UPS July 2010 - Present
The Home Depot February 2010 - April 2011
CIGNA Healthcare January 2008 - April 2010
Countrywide 2005 - 2008
Home Depot January 2001 - January 2005
Home Depot January 2000 - January 2001
Wachovia January 1999 - January 2000
Skills
Accounts Payable, Applicant Tracking...
Education
Kennesaw State University
B.S, Sports Communication
Bright Beginnings September 2008 - July 2009
Carolinas Healthcare System October 2005 - January 2008
Comp USA February 2005 - September 2005
Wachovia February 2004 - November 2004
Marriott International April 2001 - August 2003
Skills
Education, Hotels, Administrative..., Banking, Telephone Reception, Receptionist Duties, Customer Service, Outlook, Microsoft Word, Team Building, Marketing
Education
Rowan-Cabarrus Community College 2011 — 2013
Associate of Science (A.S.), General Studies, Gradated
King's College 1992 — 1993
Associate's degree, Travel and Exploration
East Mecklenburg High School
Marketing Alliance September 2014 - Present
Maxmedia Studios December 2009 - September 2014
Windstream Communications February 2000 - October 2007
Wachovia November 2006 - February 2007
CT Communications 2000 - 2007
CTC Communications 2005 - 2006
Skills
Video Editing, Web Video, Video Production, eLearning Development, Non-linear Editing, Canon DSLR, Final Cut Pro, Adobe CS6, Camtasia, Mobile Marketing, E-Learning, Video, Email Marketing, Google Analytics, Web Development, Graphic Design, Online Marketing, Web Design, Publishing, Blogging, Lead Generation, Digital Marketing, Advertising
Education
Lander University 1985 — 1989
Cottrill Research December 2012 - Present
College of Southern Nevada August 2011 - December 2012
Collin College September 2007 - November 2010
Wachovia September 2005 - June 2007
JP Morgan Chase November 2002 - May 2005
Arthur Andersen March 1988 - November 2002
Ohio Dominican University September 1994 - December 2001
Skills
Research, Library Instruction, Information Literacy, Library, Academic Libraries, Blogging, Online Research, LibGuides, Special Libraries, Library Science, Social Networking, Management Consulting, Training, Change Management, Process Improvement, Public Speaking, Analysis, Leadership, Project Management, Program Management, Strategy, Vendor Management
Education
Kent State University 1982 — 1987
Master of Library Science
Capital One March 2012 - Present
Capital One January 2010 - Present
Bank of America July 2009 - December 2009
GE Money September 2008 - May 2009
wachovia June 2007 - August 2008
Capital One January 2006 - June 2007
Unilever March 2004 - December 2005
Information Tech Management Ltd. 2000 - 2002
Skills
ETL, Teradata, Data Warehousing, Ab Initio, Agile Methodologies, SDLC, Oracle, SQL, Databases, Unix, Business Analysis, Data Management, Data Warehouse..., Unix Shell Scripting, Shell Scripting, Data Quality, Erwin, Software Project..., PL/SQL, Autosys, Big Data, Hadoop, Microsoft SQL Server, Requirements Analysis, Requirements Gathering, Solution Architecture, Hadoop Ecosystem, Scala, Apache Pig, Hive, Apache Spark
Education
Kakatiya University
Wachovia, A Wells Fargo Company May 2011 - June 2012
MetLife January 2010 - April 2011
Akamai Technologies 2007 - 2009
wachovia November 2004 - April 2006
Skills
Oracle
Education
La Roche College 2001 — 2004
Bachelor's degree, Information Technology
Wells Fargo August 2009 - March 2010
Wachovia National Bank (acquired by Wells Fargo in 2008) May 2007 - December 2008
Wachovia 2005 - 2007
Microsoft 2004 - 2005
Scientific Atlanta 2002 - 2004
BarcoNet NV 1998 - 2002
Skills
Customer Service, Project Management, Human Resources, Microsoft Office, Technical Writing, Problem Solving, Liasoning, Easily Adaptable
Education
Kennesaw State University
Bachelor's Degree, Marketing
Gypsum Management and Supply July 2015 - Present
Gypsum Management and Supply May 2014 - July 2015
Gypsum Management and Supply July 2012 - May 2014
Gypsum Management and Supply July 2011 - July 2012
JE Dunn Construction dba R.J. Griffin & Company February 2006 - July 2011
Wachovia July 2001 - February 2005
Skills
CPA, Financial Reporting, Cash Management, Finance, Accounting, General Ledger, Strategic Planning, Customer Service
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2009
MBA, Finance/Accounting
Kennesaw State University - Michael J. Coles College of Business 2000 — 2006
BBA
Stalwart November 2013 - Present
Experis Technology Group July 2012 - October 2013
Research In Motion December 2009 - August 2011
Wachovia August 2006 - December 2009
Bank of America December 1996 - February 2006
Boeing 1985 - 1996
Skills
CISSP, Former US Army..., InfraGard, Compliance, ISO 27001, Privacy, Information Security..., IT Governance, Security Awareness, Policy, Domestic engineer,..., Governance, Privacy Law, Security, Information Security, SOX Compliancy, Vulnerability Assessment, Enterprise Risk..., PCI DSS, Risk Management, Computer Forensics, Business Continuity, Computer Security, Process Improvement, Network Security, Program Management, Physical Security, Leadership, Information Technology, Disaster Recovery, Risk Assessment, Identity Management, Security Policy, Cross-functional Team..., Vulnerability Management, Penetration Testing, Intrusion Detection, Security Audits, IT Audit, Enterprise Software, Data Center, Application Security, Infragard, Data Security, COBIT, Incident Response, Sarbanes-Oxley Act
Education
Lamar University 1982 — 1985
BS
Hitachi Data Systems April 2015 - Present
Strategic Business Systems, Inc. September 2012 - May 2015
Elan Financial Services January 2010 - September 2012
Wachovia June 2007 - June 2009
Healthcare Computer Corp. June 2005 - June 2007
Healthcare Computer Corp. September 2004 - June 2005
Enterprise Staffing Group January 2004 - September 2004
Harris Methodist Springwood Hospital May 2003 - November 2003
Skills
Project Management, Technical Writing, Non-profits, Event Planning, Detailed Organization, People Skills, Emergency Services, Information Technology, Visio, Microsoft Office, MS Project, Process Improvement, Vendor Management, Change Management, Project Planning, Lotus Notes, SharePoint, Business Analysis, Nonprofits, Training, Quality Assurance, Leadership, Microsoft Excel, Management, Program Management, PMP, Analysis, Telecommunications, Time Management, Integration, Databases, Software Development, Human Resources, Risk Management, PMO, Customer Service, Customer Satisfaction, Budgets, Software Documentation, SDLC, Microsoft Project
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
Master's, Project Management
Texas A&M University 1995 — 1998
BA, Anthropology
Christina School District January 2012 - Present
Girls Inc. June 2013 - August 2013
Carrera Youth Achievement Program May 2012 - May 2013
Wells Fargo November 2007 - October 2010
Wachovia September 2005 - October 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teaching, Public Speaking, Research, Event Planning, Editing, Coaching, Data Analysis, Tutoring, Special Education, Higher Education, Literacy, Classroom, Lesson Planning, Education, Elementary Education
Education
Wilmington University 2009 — 2012
Masters of Education, Elementary Education and Teaching
Johnson C. Smith University - JCSU 1994 — 1998
Bachelor of Arts (B.A.), Mass Communication/Media Studies
First National Bank April 2012 - Present
City Wide Maintenance November 2011 - March 2012
UMB Bank January 2010 - November 2011
Wachovia April 1994 - October 2008
World Savings 1994 - 2008
Talbots July 1991 - January 1994
Skills
Mortgage Lending, Loans, Refinance, Mortgage Banking, FHA, Residential Mortgages, Credit, Loan Origination, Leadership, Banking, Consumer Lending, Commercial Lending, Underwriting, Credit Analysis, Sales, Sales Management, Real Estate, Home Equity Loans, Small Business Lending, FHA financing, Training, USDA, VA loans, Portfolio Management, Lines Of Credit, Mortgage Underwriting, Home Equity Lines of...
Education
Kansas State University 1981 — 1985
B.S., Clothing and Textiles
Stafford High School - Stafford Kansas
Diamond Oil, LLC November 2010 - March 2013
SunTrust January 2008 - October 2008
Wachovia May 2006 - May 2008
Skills
Marketing, Credit, Finance, Banking, Change Management, Sales
Education
Kaplan University 2012 — 2013
Bachelor's of Science, Business Management/Marketing
University of Phoenix 2006 — 2008
Associates of Arts, Business Administration
TEKsystems December 2013 - December 2014
Aon Hewitt September 2012 - August 2013
Aon Hewitt December 2011 - September 2012
Aon Hewitt January 2006 - December 2011
Wachovia March 2002 - December 2005
Wachovia August 1998 - March 2002
Skills
Program Management, Requirements Analysis, Vendor Management, SDLC, PMO, Resource Management, Requirements Gathering, SharePoint, Integration, Business Transformation, Project Management, SQL, IT Service Management, PMP, Business Process, Management, CRM, ERP, Process Improvement
Education
Kent State University 1990 — 1995
BS, Applied Mathematics
Diebold 2013 - Present
Portfolio Recovery Associates February 2012 - April 2013
Lincoln Heritage Insurance January 2012 - August 2012
H&R Block December 2011 - April 2012
Wachovia September 2008 - August 2010
Skills
Communications..., Self-motivated, Negotiation skills, Flexible, Adaptable to Changes, Dependable Team Player, Fast learner, Computer technical..., Highly Reliable, Sales, Insurance, Close Attention to..., Analytical Skills, Time Management, Social Skills, Interpersonal..., Payments, Critical Thinking, Alarm Systems, People Skills, Telephone Skills, People-oriented, Banking, Call Centers, Team Leadership, Business, Negotiation, Customer Service, Microsoft Excel, Risk Management, Team Building, Leadership, Management, Process Improvement, Finance, Microsoft Office, Public Speaking
Education
University of Alabama at Birmingham 2014 — 2017
Bachelor of Arts (B.A.), Psychology, 3.4
Lawson State Community College-Birmingham Campus 2006 — 2008
Associate of Arts (AA), Psychology, 3.8
Wells Fargo October 2005 - Present
Wells Fargo January 2000 - October 2005
Wachovia 1994 - 1997
Skills
Treasury Services, Management, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Windows, Outlook, Teaching, Commercial Banking, Cash Management, Mortgage Banking, Cross Selling, Team Building, Banking
Education
Kennesaw State University
Bachelor of Science (BS), Business Administration and Management, General
Pure Romance September 2014 - Present
Lorraine McHale Photography 2011 - Present
Wells Fargo 2005 - 2010
Wachovia 2004 - 2010
Cendant Mortgage 1999 - 2002
Bank One 1998 - 2000
Skills
Portrait Photography, Small Business, Advertising, Social Media, Commercial Photography, New Business Development, Customer Service, Marketing, Sales Management
Education
La Salle University 1992 — 1994
Exusia, Inc. October 2012 - Present
Citigroup 2012 - 2013
Wipro Technologies October 2011 - October 2012
Infosys Technologies Ltd April 2010 - October 2011
Wachovia January 2006 - October 2011
Infosys Technologies Ltd August 2005 - October 2011
Infosys Technologies Ltd September 2008 - January 2011
Skills
Abinitio, Autosys, Teradata, Unix, ETL, Data Warehousing, PL/SQL, SQL, Business Intelligence, Unix Shell Scripting, Shell Scripting, SDLC, Data Migration, Ab Initio, Data Integration, Oracle, Requirements Analysis, Data Warehouse..., DB2, Informatica, Datastage, Business Objects, Performance Tuning
Education
National Institute of Technology Calicut 2001 — 2005
B Tech, Electronics and Communication
Kendriya Vidyalaya 1989 — 1999
School
Volvo IT October 2011 - Present
Volvo Information Technology July 2003 - October 2011
Minerva Networks May 2002 - April 2003
Extreme Networks October 2000 - April 2001
Avaya (former Lucent) May 2000 - October 2000
Windstream Communications (former US LEC) October 1998 - May 2000
Wachovia November 1995 - October 1998
Frontier Communications (former Rochester Telephone) January 1990 - October 1995
Skills
Network Design, VoIP, TCP/IP, Network Engineering, Cisco Technologies, IP, Wireless, Telecommunications, Network Security, Security, MPLS, Integration, VPN, Unix, OSPF, Cloud Computing, Ethernet, SIP, Linux, Routing, Telematics
Education
Kettering University 1989 — 1993
Wells Fargo March 2007 - Present
Wachovia 2007 - 2008
HMH 2006 - 2007
HMH 2006 - 2007
Tivoli Partners 2000 - 2005
Skills
Integrated Marketing, Direct Mail, Account Management, Advertising, Marketing Strategy, Marketing Communications, Project Management, Analytics, Direct Marketing, Strategy, Marketing Management, Lead Generation, Marketing, Banking, Segmentation, Financial Services, Database Marketing
Education
Le Moyne College 1992 — 1996
US Bank June 2015 - Present
Experis October 2014 - June 2015
Citi May 2013 - October 2014
TD November 2011 - May 2013
Wachovia September 2008 - February 2010
Bank of America March 2007 - August 2008
Bank of America April 2005 - April 2007
Bank of America April 2004 - April 2005
Bank of America April 2003 - May 2004
Bank of America June 1999 - April 2003
Skills
AML, Access, Analysis, Banking, Coaching, Credit, Customer Service, Financial Analysis, Financial Risk, Leadership Development, Management, Mortgage Lending, Policy, Project Management, Recruiting, Risk Management, Software Documentation, Talent Acquisition, Training, Troubleshooting
Education
University of Phoenix 2008 — 2014
Ph.D, Organizational Leadership
Strayer University 2004 — 2006
MBA, Management
Johnson C. Smith University - JCSU 1997 — 2001
Bachelor of Arts, Political Science
Eau Claire High School 1993 — 1997
Diploma
Wachovia October 2005 - Present
Wachovia Bank October 2005 - Present
William Paterson University, Wayne September 2003 - May 2006
Washington Mutual Bank September 2003 - October 2005
Washington Mutual Bank FA September 2003 - October 2005
Fleet Bank June 1998 - September 2003
Fleet Bank June 1998 - September 2003
Fleet Bank July 1996 - May 1998
Education
Kean University 1999 — 2001
Masters, Management
Kean University 1996 — 1998
Bachelors of Science, Management Science / International Business
Yaounde 1 University 1991 — 1994
Bachelors of Arts, English / Linguistics
Yaounde 1 University 1991 — 1994
B.S, Management Science / International Business
Kean University
M.S, Management
Seton Hall University
Yaounde 1 University
BA
Wells Fargo & Co November 2012 - Present
Wells Fargo & Company January 2010 - November 2012
Wells Fargo (Wachovia) December 2007 - January 2010
Wells Fargo/ Wachovia January 2005 - December 2007
Wachovia January 2003 - January 2005
HSBC Bank US November 2001 - June 2002
HBOS Treasury Services April 2000 - October 2001
ABN AMRO September 1997 - April 2000
The Bank of Nova Scotia July 1996 - September 1997
Deloitte - Banking Insolvency April 1992 - June 1996
Skills
AML, Banking, Financial Risk, Fraud, Risk Management, OFAC, Due Diligence, Operational Risk, Internal Audit, Risk Assessment, Operational Risk..., Auditing, Bank Secrecy Act, USA PATRIOT Act, Enterprise Risk..., Financial Analysis, Securities, Investment Banking, Capital Markets, Internal Controls, Derivatives, Financial Accounting, KYC, External Audit, Anti Money Laundering, Correspondent Banking, Information Technology
Education
Kingston University 1986 — 1989
BA Hons, Accounting & Finance
Kingston University 1986 — 1989
BA (Hons), Accounting and Finance
Liverpool University 1984 — 1989
mbchb, medicine
STRS 1977 — 1984
High School Diploma, Chemistry, Physics, and Biology
Merrill Lynch Personal BankerChase2006 - 2007
Wachovia May 2005 - March 2006
New Century Mortgage January 2003 - January 2004
Holland America 2000 - 2001
Education
Lamar University 1998 — 2002
Bank of America August 2011 - Present
Bank of America August 2011 - Present
Wachovia April 1995 - November 2007
Skills
Microsoft Office, Customer Service, Management, Process Improvement, Public Speaking, Research, Program Management, Team Building, Strategic Planning
Education
Kaplan University 2011 — 2013
Associate's Degree, Human Services, General
St. Stephen High 1985 — 1988
High School, Business/Commerce, General
Wells Fargo April 2014 - Present
Wells Fargo July 2010 - April 2014
Wachovia October 2007 - June 2010
Wachovia July 2005 - October 2007
First Union National Bank September 1997 - June 2005
Skills
Microsoft Excel, Microsoft Office, Data Entry, Analysis, Process Improvement, Accounting, Databases, Financial Services, Internal Audit, Mutual Funds, Securities, Software Documentation, Valuation, Banking, Risk Management, Relationship Management, Leadership, Customer Service, Finance, Financial Analysis, Investments, Business Analysis
Education
King's College 1996 — 1997
Associate's degree, Computer Science
Charlotte Mecklenburg Schools March 2014 - Present
Wells Fargo Bank April 2011 - September 2013
Wachovia December 2009 - December 2011
Wells Fargo February 1999 - December 2009
Skills
Banking, Accounts Payable, Pitney Bowes Postage..., Oracle Applications, Customer Service, Microsoft Excel, Wire, Funds Transfer, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, General Ledger, My Concur, LDRPS, IRIS, ACT- Access Control Tool, AMT-Access Management..., ARS - Access Review..., Financial Analysis, RACF, Business Analysis, Research
Education
Johnson C. Smith University - JCSU 1984 — 1988
Bachelor's degree, Marketing
Wells Fargo January 2015 - Present
TIAA-CREF September 2010 - January 2015
TIAA-CREF September 2010 - January 2015
Wachovia Bank May 2004 - September 2010
Wachovia Corporation May 2003 - September 2010
Wells Fargo 2002 - September 2010
Wachovia June 1997 - January 2000
Wachovia January 1996 - April 1997
Skills
SharePoint, Vendor Management, Supply Chain Management, Project Management, Strategy, Management, Leadership, PMO, Information Architecture, Intranet, Business Analysis, Process Improvement, Requirements Analysis, IT Strategy, SDLC, IT Management, Visio, Business Process..., Usability, MS Project, Training, Enterprise Architecture, Business Requirements, Requirements Gathering, Microsoft Project
Education
Kent State University 1978 — 1980
Business Administration and Management, General
Kent State University 1977 — 1980
Business
Wells Fargo January 2012 - Present
Wells Fargo February 2011 - January 2012
Wachovia July 1998 - March 2011
Skills
Risk Management, Business Analysis, Portfolio Management, Banking, Financial Risk, Process Improvement, Credit Risk, Operational Risk, Visio, SDLC, Fixed Income, Business Intelligence, Credit Analysis, Data Analysis, Microsoft Excel, Project Management, Finance, Asset Managment, SharePoint, Business Requirements, Financial Services, Management, Analysis, Analytics, Business Process..., Asset Management, Leadership, Financial Analysis, Loans, Credit
Education
Le Moyne College 1987 — 1991
Bachelor of Science (B.S.), Business Administration
West Genesee 1982 — 1986
Regents, Regents
City of Alpharetta September 2011 - Present
City of Canton May 2010 - September 2011
Association County Commissioners of Georgia December 2009 - August 2010
Wachovia May 2006 - December 2009
Skills
Government, Policy, Economic Development, Budgets, Legislation, Management, Legislative Relations
Education
Kennesaw State University 2008 — 2010
M.P.A, Governmental Relations
The University of Georgia 2002 — 2006
B.A, Political Science
The University of Georgia 2002 — 2006
B.A, Sociology
Cardinal Health March 2008 - Present
Wachovia November 2006 - February 2008
Bank One/JP Morgan Chase 2004 - 2006
JPMorgan Chase 1999 - 2004
Education
Keller Graduate School of Management of DeVry University 2004 — 2007
MBA, Business/Project Mgt
University of Dayton 1991 — 1995
City of Houston November 2011 - Present
White House Black Market March 2011 - June 2011
Peoples Trust Federal Credit Union August 2009 - August 2010
Also Temps Inc April 2008 - May 2009
Wachovia January 2005 - January 2008
Skills
Access, Accounting, Account Reconciliation, Microsoft Excel, Bank Reconciliation, Journal Entries, Invoicing, Accounts Payable
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Masters, Accounting
University of Houston-Downtown 2007 — 2011
Bachelor of Business Administration, Accounting
Ronald R. Wolfe and Associates February 2009 - October 2013
Tek Systems January 2008 - September 2008
Wachovia January 2008 - September 2008
Reverse Mortgage Solutions August 2007 - April 2008
Prommis Solutions April 2007 - January 2008
Wendover Financial Services, Inc May 1992 - April 2007
Skills
Mortgage Lending, Credit, Loans, Loss Mitigation, Default, Loan Servicing, Process Improvement, Bankruptcy, Foreclosures, Business Analysis, Mortgage Banking, Reverse Mortgages, Mortgage Servicing, Banking, Credit Analysis, Loan Origination
Education
Kent State University 1983 — 1987
Associate, Business Management, Accounting
US Federal Government July 2010 - Present
NVLP 2009 - 2010
Wachovia July 2003 - August 2006
Skills
Government, Data Analysis, Policy Analysis, Program Management, Research, Analysis, Public Speaking, Project Management, Strategic Planning, Community Outreach, Grants, Non-profits, Management Consulting, Risk Management, Process Improvement, Leadership
Education
Strayer University (DC) 2004 — 2006
MBA, Business
Johnson C. Smith University - JCSU 1999 — 2003
Bachelor of Science (BS), Computer Engineering
SWW
Chevron November 2008 - Present
MahindraSatyam November 2008 - Present
Wachovia May 2007 - November 2008
Blue Cross Blue Shield November 2006 - May 2007
Wellsfargo Bank May 2006 - November 2006
DaimlerChrysler April 2000 - May 2006
pentagon global solutions 1998 - 2000
Autoline Pvt Ltd 1996 - 1998
Skills
Data Warehousing, ETL, Replication, Oracle, Sybase, Business Intelligence, SDLC, Performance Tuning, SQL Tuning, Microsoft SQL Server, PL/SQL, DB2, Requirements Analysis, Unix, Business Analysis, Database Administration, Data Modeling, Informatica, Data Migration, Solution Architecture, IT Strategy, Database Design, Business Objects, SSIS, SSRS, Unix Shell Scripting, PMP, Integration, Data Integration, Pre-sales, Agile Methodologies, Data Warehouse..., SQL, T-SQL, Project Management, Erwin, Solaris, ERP, SharePoint, Disaster Recovery, OLAP, Business Process, Java Enterprise Edition, Production Support, .NET, User Acceptance Testing, Teradata, Visio, ITIL, Crystal Reports
Education
Karnatak University 1992 — 1996
B.E, Mechanical
tekkali 1979 — 1989
High School
Mann Center for the Performing Arts January 2009 - Present
Kean University July 2008 - Present
Metz CE Consulting LLC 2006 - Present
Wachovia 1997 - 2006
First Union 1995 - 1997
First Fidelity Bank 1992 - 1995
First Fidelity Bancorporation 1986 - 1993
First Union Corporation 1989 - 1992
First Fidelity Bank 1985 - 1989
Fidelcor, Inc 1980 - 1985
Skills
Strategic Planning, Fundraising, Public Speaking, Non-profits, Program Management, Event Planning, Leadership, Customer Service, Banking, Change Management, Budgets, Marketing, Social Media, Team Building, Research, Event Management, Process Improvement, Leadership Development, Microsoft Office, Coaching
Education
La Salle University - School of Business Administration 1978 — 1982
MBA and BS, MBA in Finance and Accounting, BS in Accounting
Bank of America May 2015 - Present
Bank of America May 2011 - May 2015
ACN June 2009 - May 2011
Wachovia November 2006 - June 2009
Premier, Inc. December 2005 - November 2006
Time Warner July 2005 - December 2005
EquiFirst July 2004 - July 2005
LendingTree September 2002 - July 2004
Skills
SQL, Testing, Technical Leadership, Databases, Quality Center, Data Warehousing, ETL, SDLC, Microsoft SQL Server, Oracle, SharePoint, Software Documentation, Business Requirements, HP Quality Center, Project Management, Test Planning
Education
Johnson C. Smith University - JCSU 1997 — 2001
BS, MIS Information Technology
Johnson C. Smith University - JCSU 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Computer Information Systems
TIAA-CREF September 2010 - Present
Wachovia, A Wells Fargo Company May 2004 - September 2010
Wells Fargo 2009 - 2010
Wachovia 2005 - 2010
Skills
SharePoint, SharePoint Designer, Business Analysis, Access, Troubleshooting, Microsoft SQL Server, SDLC, Agile Project Management, Visio, ASP.NET, Requirements Gathering, MS Project, InfoPath, Enterprise Architecture, Business Requirements, Microsoft Project, Vendor Management, Requirements Analysis
Education
Kent State University 1977 — 1979
Salem Senior High School 1972 — 1976
Oregon State University September 2015 - Present
U.S. Securities and Exchange Commission July 2014 - August 2015
University of Washington, Michael G. Foster School of Business September 2009 - June 2014
Wachovia June 2007 - June 2009
Skills
Research, Financial Analysis, Financial Modeling, Stata, SAS, R, Corporate Governance
Education
University of Washington 2009 — 2014
PhD, Finance
University of Washington 2009 — 2012
Master of Science (MS), Business Administration
University of Florida - Warrington College of Business Administration 2006 — 2007
Masters of Finance, Finance
Kansas State University 2002 — 2006
BS, Physics
Congregation B'nai Israel - Boca Raton July 2014 - October 2014
American Friends of Magen David Adom April 2013 - March 2014
United States Holocaust Memorial Museum August 2010 - April 2013
Friends of AKIM USA, Inc. July 2009 - August 2010
Simon Wiesenthal Center October 2007 - October 2008
Wachovia June 2005 - October 2007
Jewish Community Foundation of South Palm Beach County July 1990 - May 2004
Skills
Fundraising, Planned Giving, Board Development, Philanthropy, Annual Giving, Endowments, Wills, Capital Campaigns, Public Relations, Event Planning, Event Management, Charities, Trusts, Nonprofits, Prospect Research, Public Speaking, Media Relations, Charitable Trusts, Strategic Planning, Stewardship, Leadership Development, Grant Writing, Grants, Volunteer Management, Proposal Writing, Community Outreach, Program Development, Alumni Relations, Community Development, Non-profit...
Education
Kent State University 1975 — 1976
M.Ed., College Student Personnel Services
State University of New York College at Cortland 1971 — 1975
BSE, Recreation Education& Music
University of Central Florida
University of Central Florida
Prudential Fixed Income March 2015 - Present
Royal Bank of Scotland July 2010 - February 2015
Wachovia May 2005 - February 2010
BlackRock February 2004 - May 2005
Deutsche Bank February 1995 - February 2004
Bank of New York Mellon October 1988 - January 1995
Education
Lehigh University 1985 — 1988
BS, Finance
Forsythe Appraisals, LLC October 2013 - Present
Wachovia 1987 - 2008
World Savings 1987 - 2006
Skills
Appraisals, FHA, Loans, Loss Mitigation, Mortgage Lending, REO, Refinance, Banking, Valuation, Mortgage Banking, Residential Homes, Real Estate, Underwriting, Credit, Leadership, Investment Properties, Foreclosures, FHA financing, Mortgage Underwriting, Loan Origination, Residential Mortgages, Real Estate Economics, USDA, Short Sales, Investors, VA loans, HUD, First Time Home Buyers
Education
Kansas State University
Toyoda Gosei February 2014 - Present
Quest Associates USA / Coast2Coast Consulting December 1999 - Present
202EastMainStreetHoldings March 2009 - April 2014
Macy's Logistics & Operations May 2012 - January 2014
Private Investigator & Detective Training School January 2000 - December 2011
Amazon.com July 2007 - November 2008
TJX Companies - The MarMaxx Group June 2005 - June 2007
Truckee Meadows Community College January 1991 - June 2005
Wachovia 2004 - 2005
Truckee Meadows Community College January 2000 - September 2004
Skills
Forensic Investigations, Interviewing, Technical Training, Forensic Analysis, Fraud, Interviews, Investigation, Team Building, Loss Prevention, Management, Private Investigations, Physical Security, Training, Background Checks, Security, Surveillance, Policy, Asset Protection, Security Audits, Firearms, Police, Leadership Development, Process Improvement, Logistics Management, Distribution Center..., Six Sigma, Small Business, Customer Service, Microsoft Excel, Internal Audit, Kaizen, Key Performance..., Organization, Project Management, QuickBooks, Quality Assurance, Quality Management, Quality Control, Risk Assessment, Strategic Planning, Warehousing, Criminal Justice, Program Management, Drafting Policies, Human Resources, Public Safety, Time Management, Workplace Violence, Inventory Control, Supervisory Skills
Education
La Salle University 1991 — 1993
Bachelor of Science, Criminal Justice Management
La Salle University
Master of Arts, Criminal Justice & Public Administration
Monta Vista High School
San Jose State University
Bachelor of Science, Health Sciences
Waddell & Reed March 2015 - Present
JPMorgan Chase Bank N.A. 2009 - March 2015
Hillsborough City School District December 2009 - December 2013
Hillsborough Recreation Commission December 2009 - December 2013
Wachovia 2005 - 2008
JPMorgan & Co 1994 - 2005
FHLB San Francisco 1987 - 1994
Wells Fargo Bank 1985 - 1987
Education
Københavns Universitet 1983 — 1984
Advanced Certificate - with honors, International Finance
San Francisco State University 1980 — 1984
B.S. - magna cum laude, International Finance
Infotree Service Inc, (Nissan) March 2013 - September 2014
Asurion 2012 - March 2013
IBM January 2011 - September 2012
Princeton Information January 2010 - April 2010
Recruiting 2001 - 2010
Recruiting 2001 - 2010
Wachovia, A Wells Fargo Company June 2009 - December 2009
Bank of America May 2007 - August 2007
Wachovia November 2005 - January 2007
IBM 2000 - 2007
Skills
Waterfall, Global Management, Program Management, Resource Management, Risk Management, Infrastructure, Event Management, Change Management, Business Transformation, Transition Management, SDLC, Client, Client Liaison, Helping Clients Succeed, Contract Management, Government Contracting, Integration, Requirements Gathering, Management, Vendor Management, Project Management, Project Portfolio..., ITIL, PMP, PMO, Project Planning, Process Improvement, Leadership, Business Development, CRM, Requirements Analysis, Business Analysis, Software Project..., Visio, MS Project, Cross-functional Team..., Security, Business Process..., Project Delivery, Business Process, IT Strategy, IT Management, Outsourcing, IT Service Management, Agile Project Management, Information Technology, Service Delivery, SharePoint, Business Requirements, Consulting
Education
Strayer University 2009 — 2011
MBA
JCSU 1993 — 1997
BS
Johnson C. Smith University - JCSU 1993 — 1997
B.S.
Johnson C. Smith University 1990 — 1997
BS
Sandalwood high 1987 — 1993
high school
Progress Financial Services May 2014 - Present
Wells Fargo 2009 - 2014
Wachovia 2008 - 2009
A.G. Edwards 2005 - 2008
Frank Nett Company (John Deere, Ski-Doo, Purina) 1995 - 2004
Bluebonnet Milling Company 1994 - 1995
Cargill 1988 - 1995
Skills
Financial Planning, 401k Rollovers, 401k Administration, Retirement Planning, Investment Strategies, Securities, Financial Services, Insurance, Tax Efficiency, Estate Planning, Mutual Funds, Bonds, Stocks, Fixed Annuities, Variable Annuities, IRAs, Roth IRA, SEP IRA, Simple IRA
Education
Lakeland College 1986 — 1988
Bachelor’s Degree, Business Administration, Economics
University of Wisconsin-Oshkosh 1985 — 1986
Business Administration and Management, General
Northeast Wisconsin Technical College 1984 — 1986
Associate’s Degree, Criminal Justice/Police Science
Wrightstown High School 1979 — 1983
High School
The Coca-Cola Company April 2014 - Present
Earthlink October 2000 - January 2014
RTM May 1998 - October 2000
Wachovia January 1996 - June 1998
Skills
Accounting, Project Management, Fixed Assets, Purchasing, Process Improvement, Vendor Management, Visio, PeopleSoft, Essbase, Sarbanes-Oxley Act, Hyperion Enterprise, Sarbanes-Oxley, Business Analysis, Financial Analysis, Access, Business Process..., Analysis, Business Process, Telecommunications, Resource Management, Account Reconciliation, Forecasting, Software Documentation, Budgets, Finance
Education
Keller Graduate School of Management 2004 — 2006
MBA, Project Management
North Carolina Agricultural and Technical State University 1993 — 1995
BA, Accounting
North Carolina State University 1991 — 1993
Bachelor's degree, General
LPL Finanical October 2014 - Present
LPL Financial May 2012 - October 2014
LPL Finanical November 2008 - May 2012
LPL Financial August 2007 - November 2008
IBM July 2004 - August 2007
Wachovia July 1999 - November 2002
Skills
Visio, Banking, Business Analysis, Process Improvement, Financial Services, Technical Support, Software Installation, Testing, Quality Assurance, System Administration, IT Operations, XP, Data Center, Operating Systems, Integration, Troubleshooting, Hardware, Windows, Program Management, Networking, Requirements Analysis, Access, Software Documentation, Training, Databases, Computer Hardware, Information Technology, IT Management, Call Centers, Vendor Management
Education
Johnson C. Smith University - JCSU 1997 — 2002
Bachelor's of Science, Computer Engineering
Countybank August 2006 - Present
Carolina First February 2005 - August 2006
Wachovia February 2000 - February 2005
Skills
Small Business Lending, Commercial Lending, Banking, Commercial Banking, Loans, Credit, Consumer Lending, Credit Analysis, Mortgage Lending, Underwriting, Retail Banking, Financial Analysis, Portfolio Management, Relationship Management, Risk Management, Strategic Planning, Small Business, Investments, Asset Based Lending, New Business Development, Sales, Credit Risk, Lines Of Credit, Loan Origination, Mortgage Banking, Refinance, Wealth Management, Cash Management, Residential Mortgages
Education
Lander University 1994 — 1997
BS of BA, Business
Iisalmi Business College/Finland 1987 — 1989
Associate's degree, Marketing/Marketing Management, General
PATHS LLC April 2008 - Present
Wachovia January 2008 - April 2008
Walt Disney World August 2003 - August 2007
Skills
Customer Service, Health Insurance, Hospitals, Call Centers, Data Entry
Education
Kutztown University of Pennsylvania 1997 — 2003
Bachelor of Science (BS), Psychology
Fulton County Schools August 2011 - Present
Whitaker Medical June 2011 - August 2011
Crabapple Academy August 2008 - August 2010
LocumTenens.com December 2007 - August 2008
The Weather Channel August 2006 - December 2007
The Weather Channel April 2005 - August 2006
Johnny Rockets April 2003 - April 2005
Wachovia May 2002 - May 2003
Skills
Microsoft Office, Editing, Recruiting, Web Design, Teaching, Cold Calling, Research, Marketing, Curriculum Development, Public Speaking, Educational Technology, Curriculum Design, Tutoring, Sales, Teacher Training, Educational Leadership, Social Media, Instructional Design, Differentiated..., Event Planning
Education
University of North Georgia 2012 — 2013
Gifted Endorsement, Education/Teaching of the Gifted and Talented
Kennesaw State University 2008 — 2010
B.S, Middle Grades Education; Language Arts/Social Studies)
Kennesaw State University 2001 — 2006
B.S, Communication: mass media
Bank of America June 2013 - Present
Bank of America June 2013 - December 2014
Consumer Financial Protection Bureau July 2012 - May 2013
Huntington National Bank April 2011 - June 2012
JNET Communications, LLC October 2008 - April 2011
Robinson Group Consulting October 2007 - February 2008
WellPoint September 2006 - July 2007
Wachovia 2004 - 2006
JPMorganChase 2000 - 2004
Merrill Lynch 1996 - 2000
Skills
Call Center, Debit Cards, ATM, Strategic Planning, IT Management, Program Management, Service Delivery, Information Architecture, Business Applications, Production Support, Change Management, Team Building, IT Operations, VMware Infrastructure, Telecommunications..., Agile Project Management, PCI DSS, Cisco, IVR, .NET, Java, Architecture, Web Applications, Mobile Applications, CRM software, Contact Center Design, Talent Management, Business Transformation, IT Transformation, Mergers, IT Outsourcing, IT Strategy, Business Strategy, Global Management, Financial Management, ROI Accountability, Vendor Management, Portfolio Management, Technology Alignment, SOA, Web Services, Computer Security, Executive Management, Data Center Architecture, Data Center Relocation, Network Architecture, Procurement, Contract Negotiation, Client Engagement, Intranet
Education
Stevens Institute of Technology 1992 — 1994
Master of Science, Computer Science
Kean University 1983 — 1986
Bachelor of Science, Computer Science
University high school
HS Diploma
SMITH AND NEPHEW ORTHOPEDICS August 2015 - Present
Smith & Nephew September 2013 - Present
Smith & Nephew September 2011 - September 2013
USAA (via Millennium Group) April 2011 - September 2011
WACHOVIA BANK July 2008 - August 2010
Wachovia December 2007 - July 2008
Wachovia Bank January 2007 - December 2007
Citizens South Bank August 2005 - December 2006
Skills
Project Management, Customer Service, Technical Support, Training, Social Media, Data Analysis, Microsoft Office, Banking, Team Building, Marketing Communications, New Business Development, Windows, Call Center, Microsoft Excel, Team Leadership, Leadership Development, Microsoft Word, Sales, Financial Analysis, Business Development, Management, Public Speaking, Leadership, Software Documentation, Sales Management, Performance Management, SharePoint, Budgets, Negotiation, Coaching, Program Management, Process Improvement, Event Planning, Research, Operations Management, Business Analysis, Contract Negotiation, Troubleshooting, Visio, Change Management, Account Management, Analysis, System Administration, Outlook, Marketing Strategy, Strategic Planning, Project Planning, PowerPoint, Marketing, Market Research
Education
The University of Texas at San Antonio 2013 — 2016
Master of Business Administration (MBA), Management Science
Lee University 2001 — 2005
B.S., Business Administration, Computer Information Systems
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas January 2012 - Present
Wells Fargo Financial July 2010 - January 2012
Ingenix February 2010 - August 2010
Wells Fargo Financial May 2008 - January 2010
Hewlett-Packard February 2008 - May 2008
Emerson Electric Co. November 2007 - February 2008
Wachovia September 2007 - November 2007
JSMN International, INC July 2007 - September 2007
Birlasoft December 2005 - June 2007
Birlasoft December 2003 - November 2005
Skills
Quality Center, Web Services
Education
Kakatiya University 1998 — 2001
MCA, Computer Application
Saraswati Shishu Mandir School
Wells Fargo July 2014 - Present
Collabera October 2013 - July 2014
Signature Consultants May 2012 - October 2013
Ally Financial Inc. October 2011 - March 2012
Ally Financial Inc. January 2011 - October 2011
ITT Technical Institute February 2010 - March 2011
Wells Fargo November 2010 - January 2011
Wachovia, A Wells Fargo Company January 2010 - October 2010
Wachovia August 2006 - December 2009
Wachovia March 2006 - August 2006
Skills
Linux, Blade Technology, RHEL, ITIL, Data Center, Servers, Windows, Solaris
Education
Webster University 2008 — 2009
a Masters of Arts
Johnson C. Smith University - JCSU 1997 — 2000
B.A.
independence
IBERIABANK April 2015 - Present
PNC August 2014 - April 2015
Old Florida Bank August 2010 - August 2014
Wells Fargo Equipment Finance, Inc. September 2002 - July 2010
CIT 1996 - 2007
Wachovia September 2000 - September 2002
Skills
Credit Analysis, Underwriting, Business Planning, Commercial Lending, Banking, Portfolio Management, Credit, Loans, Small Business Lending, Commercial Banking, Mortgage Lending, Finance, Loan Origination, Financial Analysis, Credit Risk, Refinance, Cash Management, Retail Banking, Commercial Mortgages, Risk Management, Financial Services, Asset Based Lending, Marketing Strategy, Relationship Management, Financial Risk, Asset Management, Business Development, Construction Loans, Financial Structuring, Funding, Lines Of Credit, Insurance, Management, Middle Market, Sales, Sales Management, Sales Operations
Education
Kennesaw State University 1992 — 1996
B.B.A, MARKETING AND PROFESSIONAL SALES
Grainger June 2011 - Present
Aquent May 2010 - June 2012
Wachovia June 2005 - December 2008
W.W. Grainger July 1999 - June 2005
BP Amoco February 1991 - May 1999
Pearson North America June 1987 - May 1990
Skills
Illustrator, InDesign, QuarkXPress, Graphic Design, Direct Marketing, Advertising, Photoshop, Corel Draw, Art Direction, Direct Mail, Logo Design, 3D Studio Max, Newsletters, Marketing Strategy, Image Manipulation, Catalogs, Marketing, Brochures, Adobe Acrobat, Corporate Branding, Web Design, Cross-functional Team..., Adobe Creative Suite, Layout, Creative Direction, Photography, Pre-press, Leadership, Graphics, Sales, Brand Development, Collateral, CRM, User Interface Design, Team Leadership, Branding & Identity, Mac, Brand Management, Packaging, Typography, Image Editing, Email Marketing, Flyers, Visual Communication, Flash, Dreamweaver, Corporate Identity, WordPress, Stationery, Interaction Design
Education
Judson University 1974 — 1977
Bachelor of Fine Arts, Visual Arts
Wells Fargo January 2011 - Present
Wells Fargo January 2010 - May 2011
Wachovia a Wells Fargo Company July 2008 - October 2010
Wachovia April 2006 - July 2008
Wachovia August 2001 - September 2005
XYAN May 1999 - August 2001
ROMAC 1997 - 1999
Chase Manhattan Corporation April 1992 - June 1996
Skills
Leadership, Onboarding, Recruiting, Sourcing, Management, Talent Acquisition, Vendor Management
Education
Kutztown University of Pennsylvania 1987 — 1991
BS, Psychology
Wells Fargo Home Mortgage January 2015 - Present
Wells Fargo Home Mortgage May 2011 - December 2014
Wachovia/Wells Fargo Home Mortgage October 2005 - May 2011
Wachovia January 2001 - October 2005
Skills
Business Analysis, Mortgage Servicing, Process Improvement, Requirements Analysis, Business Process..., Risk Management, Finance, Business Process, Risk, Banking, Analysis, Access, SharePoint, Databases
Education
North Carolina State University - College of Management 2004 — 2007
MBA, Finance
Kalamazoo College 1994 — 1998
BA, Economics
Great Southern Bank November 2008 - Present
Wachovia November 2002 - October 2008
BASF October 2001 - October 2002
Education
Kansas State University 1997 — 2001
Agribusiness
Clay Center
Wachovia Bank Business System ConsultantWachovia, A Wells Fargo CompanyJune 2004 - Present
Wachovia 2004 - Present
Education
Keller Graduate School of Management of DeVry University 2002 — 2005
MBA, Management
Winston-Salem State University 1992 — 1994
B.S, MIS
UNC Charlotte 1989 — 1991
MIS - Computer Science
USAA October 2012 - Present
USAA August 2009 - October 2012
Wachovia February 2007 - September 2008
World Savings / Wachovia 2006 - 2007
World Savings 2003 - 2006
Education
McKendree College 1988 — 1990
BS, Business Administration
McKendree College 1988 — 1990
Bachelor of Business Administration (BBA), Business Administration and Management, General
Kansas State University 1986 — 1987
Penn State University
Masters, Project Management
Royal Bank of Scotland March 2015 - Present
Royal Bank of Scotland June 2012 - February 2015
RBS Greenwich Capital June 2010 - May 2012
Morgan Stanley October 2007 - June 2010
Argent Mortgage Company January 2003 - May 2007
Wachovia February 2001 - March 2002
Skills
Fixed Income, Finance, Loans, Mortgage Lending, Trading, Insurance, Settlement, Banking, Capital Markets, Bloomberg, Credit, Investment Banking, Financial Advisory, Credit Analysis, Commercial Lending, Financial Services, Risk Management, Operational Risk, Mortgage Banking, Middle Office, MBS, Operational Risk...
Education
Kutztown University of Pennsylvania 1996 — 1999
BS, Public Administration
Wells Fargo January 2009 - Present
Alan J Bond, LLC 2002 - Present
Wachovia November 2003 - 2009
Seurat / Vicious Systems January 2000 - July 2003
Premier Inc. 1999 - 2000
Sara Lee Branded Apparel 1998 - 1999
Bank of America December 1997 - February 1998
Informix Software 1990 - 1997
AT&T 1988 - 1990
Skills
Requirements Analysis, SDLC, Agile Methodologies, AJAX, Web Services, C#, Oracle, Software Development, JavaScript, XML, SOA, Databases, Microsoft SQL Server, Vendor Management, SQL, Java, Scrum, Visual Basic
Education
Kansas State University 1985 — 1987
BS, Computer Science
Wells Fargo May 2012 - Present
Bank of America May 2011 - June 2012
Bank of America September 2010 - January 2012
Bank of America July 2009 - September 2010
Bank of America February 2009 - July 2009
Bank of America February 2008 - February 2009
Bank of America June 2006 - February 2008
Wachovia Bank 2005 - 2006
Wachovia 2000 - 2006
Wachovia Bank 2001 - 2005
Education
Keller Graduate School of Management
MBA
South Carolina State University
B.S., Business Management
TIAA-CREF November 2011 - Present
Wachovia, A Wells Fargo Company January 2008 - November 2011
Wells Fargo 2008 - November 2011
Wachovia January 2008 - November 2009
HSBC Corporation - Decision One April 2004 - December 2007
Bank of America June 1996 - August 2003
Skills
SDLC, Cross-functional Team..., Project Management, Business Analysis, Web Applications, Requirements Analysis, Visio, Vendor Management, Testing, Waterfall, User Acceptance Testing, Software Project..., Process Improvement, PMO, SharePoint, Quality Center, Agile Methodologies, Risk Management, Business Process..., PMP, Systems Analysis, Software Development, Requirements Gathering, Business Requirements, Data Warehousing, Online Marketing, Quality Assurance, Financial Services, Project Portfolio..., Software Documentation, Business Intelligence, Business Process
Education
Kansas State University 1983 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo July 2014 - Present
Bank of America July 2009 - April 2014
Wachovia November 2008 - November 2009
Wachovia, A Wells Fargo Company January 2009 - June 2009
Wachovia April 2008 - November 2008
Wachovia October 2007 - April 2008
Wachovia January 2006 - October 2007
Bank of America March 2003 - January 2006
Dialect Solutions October 2000 - January 2003
Efunds February 2000 - October 2000
Skills
SDLC, Process Improvement, DMAIC, DFSS, DFSS Green Belt, Certified Project..., Program Management..., Project Portfolio..., Program Management, Business Analysis, Project Management, Data Center, PMP, CRM, Business Process, Six Sigma, PMO, Disaster Recovery, Strategy, Vendor Management
Education
Queens University of Charlotte 1991 — 1993
Masters, Business
Kent State University 1979 — 1984
BBA, Computer Science
Saint Mary's
Customers Bank May 2014 - Present
Everbank Commercial Finance February 2011 - November 2013
Diversity Capital, LLC January 2000 - March 2011
Carmel Presbytery Church 2005 - 2007
CoreStates Financial September 1991 - December 1999
Wachovia 1991 - 1999
Skills
Portfolio Management, Valuation, Finance, Financial Structuring, Investment Banking, Credit, Loans, Equities, Real Estate, Auditing, Credit Analysis, Capital Markets
Education
Lafayette College 1987 — 1991
Bachelor's degree, Economics
Wachovia May 2003 - Present
Wachovia, A Wells Fargo Company 2003 - Present
Wells Fargo 1998 - Present
Education
University of North Carolina at Charlotte 2006 — 2009
MA, Counseling, 3.88
Johnson C. Smith University - JCSU 1986 — 1990
BA, Economics, 3.0
Bank of America July 2015 - Present
Bank of America May 2012 - July 2015
Bank of America March 2011 - May 2012
QCityMetro.com July 2010 - December 2011
Lexis Nexis September 2007 - November 2010
Wachovia September 2006 - January 2007
Wells Fargo Home Mortgage February 2003 - September 2004
United States Air Force April 1997 - October 2001
Skills
Process Improvement, Project Management, Blogging, Social Media, Military Personnel, Quality Assurance, Mortgage Servicing, Microsoft Office, User Acceptance Testing, Creative Writing, Customer Service, Analysis, Banking, Risk Management, Access, Training, Loans, Human Resources, CRM, Management
Education
University of Oklahoma 1999 — 2001
Masters, Human Relations
Johnson C. Smith University - JCSU 1992 — 1996
Bachelors, Psychology
Albemarle High School 1988 — 1992
Diploma, Advanced Studies
Wachovia September 2002 - Present
Education
Overseas Military College
Leadership
Kirkwood Community College
Medical courses
US MARINES CORP
SC Staffing & Consulting March 2007 - Present
Atlantic Cape Community College 2008 - 2008
Wachovia 2000 - 2005
First Union 1988 - 2000
First Union National Bank 1985 - 1989
Skills
Recruiting, Human Resources, Finance, Talent Management, Temporary Placement, Consulting, Equities, Public Speaking, Talent Acquisition, Applicant Tracking..., Contract Recruitment, Time Management, Executive Search, Payroll, Insurance, Benefits Administration, Technical Recruiting, Internet Recruiting, Employee Benefits, Accounting, Temporary Staffing, Staffing Services, College Recruiting, Resume Writing, Onboarding, Hiring, Interviews, HR Consulting, Benefits Negotiation, Background Checks, Management
Education
La Salle University 1980 — 1982
Bachelor’s Degree
Archbishop Ryan
Archbishop Ryan
Wells Fargo March 2015 - Present
Wells Fargo December 2008 - March 2015
Cosmetic Dental Center January 2004 - April 2012
Wachovia November 2006 - December 2008
Wachovia Bank October 2003 - November 2006
First Union National Bank July 2002 - October 2003
Federal Aviation Administration November 2001 - July 2002
First Union National Bank February 2001 - November 2001
First Union National Bank October 2000 - February 2001
SC State Budget and Control Board October 1998 - October 2000
Skills
VMware, vSphere, vCenter Server, FreeBSD, Windows, Red Hat Linux, Project Management, Customer Service, Servers, Virtualization, Troubleshooting, Active Directory, SharePoint, Network Administration, Windows Server, Disaster Recovery, ITIL, VMware ESX, Data Center, Operating Systems, System Administration, Networking, Linux, Unix, Citrix, Technical Support, WAN, IIS, Solaris, SAN, DNS, HP, Software Installation, Databases, VMware vSphere, Information Technology, Storage
Education
Lander University 1992 — 1995
Bank of America April 2013 - Present
Wells Fargo January 2010 - March 2013
Wells Fargo September 2002 - March 2013
Wachovia 2002 - January 2010
First Union National Bank 2000 - 2002
First Union National Bank 1996 - 2000
First Fidelity Bank 1994 - 1996
Skills
Commercial Credit, Credit Analysis, Underwriting, Commercial Banking, Banking, Wealth Management, Commercial Lending, Small Business Lending, Loans, Lines Of Credit, Asset Based Lending, Portfolio Management, Credit Risk, Credit, Loan Origination, Mortgage Lending
Education
Temple University - Fox School of Business and Management 1999 — 2001
MBA, Finance
La Salle University - School of Business Administration 1990 — 1994
B.S., Finance
PG&E April 2009 - Present
Wachovia June 1998 - June 2008
Icon Micro Systems Inc June 1996 - June 1998
Bankers Equity Limited May 1986 - June 1996
Education
The University of Texas at Arlington 1983 — 1985
MBA, MIS & Finance
Karachi University 1970 — 1974
BE, Chemical Engineering
TIAA-CREF August 2011 - Present
ACN January 2009 - August 2011
Wachovia May 2008 - December 2008
Ness Technologies March 2006 - May 2008
State of California October 2004 - March 2006
Skills
J2EE, Weblogic, JMS, Servlets, JSP, Java Enterprise Edition, Hibernate, Oracle, Databases, Maven, SOA, Java, Tomcat, XML, Eclipse, SOAP, JavaScript, Struts, EJB, Web Services, Agile Methodologies, Ant, JSF, Software Development, Web Applications, SDLC, Microsoft SQL Server, MySQL, Architectures, Software Engineering, JDBC
Education
Kakatiya University 1995 — 1999
B. Tech, Computer Science
EMC July 2011 - Present
EMC July 2011 - March 2013
Bank of America March 2011 - July 2011
Wachovia April 2008 - March 2010
Wachovia Bank April 2008 - March 2010
Wachovia Corporation January 2007 - March 2008
Skills
ITIL, Visio, SharePoint, Lotus Notes, Access, Microsoft Excel, Human Resources, Leadership, Customer Service, PowerPoint, Database Administration, Workshop Facilitation, Change Management, Mainframe, Budgets, Finance, Analysis, SDLC, Requirements Analysis, Business Analysis, Process Improvement, Information Technology, Management, Microsoft Office, Databases, Program Management, Project Management
Education
Kaplan University 2004 — 2005
A.A.S
University of North Carolina at Charlotte 1995 — 1998
Bachelor of Arts Degree
E.A. Laney
The Provident Bank September 2008 - Present
The Provident Bank September 2008 - Present
The Provident Bank September 2008 - Present
Wachovia May 2007 - September 2007
Wachovia May 2007 - September 2007
Champion Mortgage September 2001 - April 2007
Champion Mortgage September 2001 - April 2007
Champion Mortgage 2001 - 2007
Private Brand Dist June 1999 - August 2001
Private Brand Dist June 1999 - August 2001
Education
Kean University 1996 — 2001
Kean University
B.S, Marketing
Kean University
B.S, Marketing
The Weather Channel June 2014 - Present
Turner Broadcasting System January 2009 - May 2014
Turner Broadcasting System 2005 - 2007
Turner Broadcasting System 2001 - 2005
Allied Automotive Group 1999 - 2001
Wachovia 1992 - 1999
Skills
SDLC, Software Project..., Leadership, Agile Project Management, Agile Methodologies, Project Management, Business Analysis, ITIL, Vendor Management, Scrum, Integration, CRM, Project Planning, Testing, Software Development
Education
Kennesaw State University
Bachelor of Business Administration (BBA), Management
IBM Global Process Services December 2013 - Present
IBM Global Process Services November 2011 - December 2013
IBM January 2011 - November 2011
Motricity September 2007 - December 2010
Genworth Financial February 2007 - June 2007
Wachovia October 2005 - January 2007
USAA June 2004 - July 2005
USAA July 1999 - June 2004
Skills
Customer Service, Banking, Customer Satisfaction, Lotus Notes, Account Management, Team Leadership, Microsoft Excel, Quality Assurance, Outlook, Mobile Marketing, Microsoft Office, Microsoft Word, Communication Skills, Loan Servicing, Training, Coaching, Highly detail oriented, Research, Problem Solving, PowerPoint, Taxonomy, Typing, 10 Key, Microsoft Publisher, Avaya IP Telephony, NICE, Salesforce.com, Prioritisation, Multi Tasking, Interviews
Education
Kaplan University 2005 — 2009
Bachelor, Management; Sales & Marketing
The University of Texas at San Antonio 2002 — 2002
Certificate, Paralegal
Wells Fargo February 2011 - Present
Wells Fargo February 2009 - February 2011
Wachovia October 2005 - February 2009
Wachovia, A Wells Fargo Company May 2004 - October 2005
Bank of America January 2004 - March 2004
Bank of America July 2002 - December 2003
Skills
Banking, Process Improvement, Management, Risk Management, Leadership, Strategy, Business Analysis, Financial Services, Vendor Management, Program Management, Business Process..., Business Process, Cross-functional Team..., Change Management, SharePoint
Education
Lander University 1990 — 1994
Bachelor's degree, Business Administration and Management, General
Wells Fargo Bank October 2004 - Present
wachovia 2004 - 2008
Its, Inc July 1994 - March 2004
Education
Kennesaw State University 1990 — 1998
Kent State University 1973 — 1978
Stow High School 1969 — 1973
State Bank and Trust Company February 2014 - Present
SunTrust Investment Services, Inc April 2012 - December 2013
SunTrust Bank September 2008 - April 2012
Wachovia January 2003 - March 2008
Wachovia Bank April 1993 - January 2003
Wachovia May 1990 - April 1993
Skills
Strategic Financial..., Retirement Planning, Retail Banking, Consumer Lending, Financial Services, Finance, Investments, Loans, Strategic Planning, Banking, Financial Risk, Team Building, Risk Management, Credit, Process Improvement, Financial Analysis, Leadership, Underwriting, Small Business Lending, Customer Service, Management, Retail, Credit Analysis, Commercial Banking, Financial Planning
Education
Kennesaw State University 1990 — 1993
BBA, Finance
St. Petersburg College 1988 — 1990
AA, Business Administration
Mecklenburg County February 2013 - Present
Mecklenburg County IST October 2011 - February 2013
Wachovia/Wells Fargo September 2010 - March 2012
Wachovia December 2006 - December 2010
Connextions-Logitech July 2008 - April 2009
Wachovia April 2006 - December 2006
American Product Distributors August 2003 - April 2006
American Product Distributors August 2003 - April 2006
Johnson C. Smith University August 2002 - December 2002
Skills
Lotus Notes, Customer Service, Crystal Reports, Unix, Banking, Java, Customer Support, Financial Reporting, Mainframe, E-commerce, EDI, Help Desk Support, HDI Support Center..., SharePoint, Access, Troubleshooting, Software Documentation, Technical Support, Networking, Management, Windows, Hardware, Microsoft Exchange, Windows XP, Windows 7, Visio
Education
Strayer University 2008 — 2010
Masters, Information Systems-Network Management
Johnson C. Smith University - JCSU 1998 — 2003
B.S., Computer Science
Carolinas Healthcare System October 2010 - Present
Wachovia Bank January 1999 - May 2008
Wachovia January 1999 - December 2007
Skills
Human Resources, Administrative..., Time Management, Budgets, Office Management, Policy, Logistics, Calendars, Outlook, Spreadsheets, Access, Microsoft Excel, Lotus Notes
Education
King's College 1991 — 1992
Associates, Accounting
DeVry Inc. December 2008 - Present
DeVry Inc. November 2012 - March 2013
Wintrust Mortgage November 2008 - December 2008
Wachovia Mortgage, FSB April 2007 - November 2008
Wachovia April 2007 - November 2008
YMCA of Berwn-Cicero January 2002 - February 2007
Skills
Loans, Time Management, Management, Leadership, Budgets, Customer Service, Training, Access, Outlook
Education
Keller Graduate School of Management of DeVry University 2009 — 2013
MBA, Business
Saint Xavier University 2000 — 2003
2 BAs, Philosophy and History
Wachovia March 2004 - Present
Speed TV May 2002 - March 2004
Education
Kent State University 1977 — 1981
Business
Madden Communications, Inc. July 2012 - Present
OfficeMax April 2011 - March 2012
National Express 2010 - March 2011
Wachovia 2005 - 2009
World Savings 1998 - 2005
Radio Communications Corp. 1991 - 1998
Skills
Executive Management, Financial Analysis, Forecasting, Access, Budgeting, Excel, Variance Analysis, SAP, Hyperion, Oracle
Education
Our Lady of the Lake University 1996 — 1999
M.B.A., Management
Knox College 1978 — 1982
B.A., Philosophy
Synovus February 2012 - Present
Bank of North Georgia August 2006 - January 2012
Wachovia 2005 - 2006
SouthTrust Bank 2001 - 2004
Visa 1998 - 2001
American Express 1997 - 1998
Wells Fargo 1994 - 1997
Skills
Banking, Treasury Management, Relationship Management, Portfolio Management, Commercial Banking, Risk Management
Education
Kennesaw State University 1990 — 1993
BBA, Finance
PNC Mortgage March 2012 - Present
Wells Fargo March 2011 - March 2012
Allstate Appraisal November 2009 - March 2011
Wachovia Mortgage April 2004 - February 2010
Wachovia 2004 - 2008
JMS Appraisal Group January 2002 - April 2004
Maple Chase / Invensys June 2000 - July 2001
First Alert August 1996 - December 1999
Skills
Appraisals, Residential Homes, Cross-functional Team..., Leadership, Single Family Homes, Real Estate, Valuation, Product Development
Education
Keller Graduate School of Management of DeVry University 1990 — 1993
Master's, Business Administration
University of Illinois at Chicago 1982 — 1986
Bachelor of Science, Electrical Engineering
Events by Celeste January 2006 - Present
Microsoft September 2013 - June 2014
TIAA-CREF August 2012 - June 2013
Wells Fargo 2009 - 2012
Wachovia, A Wells Fargo Company September 2004 - September 2008
Wachovia January 2003 - January 2004
Skills
Wedding Planning, PeopleSoft, Corporate Events, Project Management, Workshop Facilitation, SharePoint Administrator, Event Management, Weddings, Organizational..., Anniversaries
Education
LaGuardia Community College 1978 — 1981
Liberal Arts
University of Phoenix
Business Administration and Management, General
Wells Fargo August 2009 - Present
Wachovia February 2008 - July 2009
Wachovia February 2007 - February 2008
Skills
SDLC, Unix, Oracle, SQL, PL/SQL, Requirements Analysis, Business Analysis, Microsoft SQL Server
Education
Oklahoma State University 2004 — 2006
MS, Electrical Technology
Koneru Lakshmaiah College of Engineering 1999 — 2003
B.E, Electronis and Communications
Nalanda Institute
Nalanda Institute
Thermo Fisher Scientific HR ConsultantWells FargoSeptember 2005 - February 2008
Wachovia January 1999 - November 2004
Lattice Semiconductor 2003 - 2004
Education
Allentown Central Catholic
Kutztown University of Pennsylvania
BSBA, Management
Wachovia November 1996 - Present
Wells Fargo November 1996 - Present
Skills
Human Resources, Talent Management, Performance Management, Succession Planning, Employee Relations, Onboarding, Talent Acquisition, Employee Engagement, Recruiting, Change Management, Organizational..., Coaching
Education
Le Moyne College 1988 — 1992
BA, English Communications
Wachovia 2007 - Present
Merrill Lynch 2001 - 2006
Deloitte and Touche 1998 - January 2001
Summit Systems 1996 - 1998
Union Bank of Switzerland 1994 - 1996
ITI 1994 - 1994
General Motors 1986 - 1994
Skills
Derivatives, Capital Markets, Banking, Risk Management, Fixed Income, Financial Modeling, Investment Banking, Strategic Planning, Portfolio Management, Valuation, Equities, Financial Services, Hedge Funds, Investments
Education
The University of Chicago Booth School of Business 1993 — 1994
MBA, Analytic Finance, Total Quality Mgmt, Operations Research
Kettering University 1986 — 1991
BS Engineering, Manufacturing Systems
Leawood Parks and Recreation Advisory Board 1998 - Present
Longmire and Company August 2008 - May 2011
Wachovia/World Savings April 1998 - August 2008
Wachovia 1998 - 2008
World Savings 1998 - 2008
Hollis and Miller Architects and Engineers February 1984 - July 1988
Skills
Mortgage Lending, Sales Management, Training, Banking, Real Estate, Loans, Credit, Leadership, Sales, Human Resources, Team Building, Coaching, Time Management, Marketing
Education
Kansas State University 1972 — 1977
BA, Interior Architecture
Shawnee Mission North High School
Wachovia April 2007 - Present
Wachovia 2003 - 2007
Wachovia 2002 - 2003
First Union 2000 - 2002
Goodrich 1999 - 2000
First Union 1997 - 1999
National Grid May 1995 - August 1995
Brandano Displays Inc 1993 - 1995
Skills
Essbase, Banking, Series 7, Product Management, Financial Analysis, Analysis, Management, Risk Management, Process Improvement, Strategic Financial...
Education
Le Moyne College 1992 — 1994
B.A., Accounting
Nazareth College 1990 — 1992
Accounting
Wachovia Adjunct Professor of MathematicsJohn Tyler Community CollegeOctober 2010 - Present
Education
Kutztown University of Pennsylvania
M.S., Mathematics
Capital One March 2009 - Present
Wachovia October 1992 - March 2009
First Union National Bank 1996 - 2001
Howard Savings Bank 1987 - 1992
Skills
Underwriting, Credit Analysis, Appraising, Commercial Real Estate..., Portfolio Management, Loans, Credit Risk, Commercial Mortgages, Commercial Real Estate, Commercial Lending, Real Estate Economics, Real Estate Financing, Loan Origination, Credit, Structured Finance, Small Business Lending, Mortgage Lending, Financial Structuring, Commercial Banking, Valuation, Consumer Lending, Capital Markets, Banking, Asset Management, Financial Risk
Education
Monmouth University 2007 — 2011
Commercial Real Estate Certificate, Commercial Real Estate Institute
Kean University
BS, Business
Wachovia May 2004 - Present
Silverline Technologies 2000 - 2002
Education
Adhiyamaan College of Engineering 1994 — 1998
BE, ECE
Kendriya Vidyalaya 1982 — 1994
CAPTRUST Financial Advisors October 2012 - Present
Stock Building Supply 1998 - October 2012
Wolseley North America January 2007 - May 2009
Wachovia January 1989 - May 1996
Skills
Employee Benefits, Mergers, Deferred Compensation, Benefits Administration, PeopleSoft, 401k, Human Resources, Employee Relations, Management, Mergers & Acquisitions, Retirement, Strategy, Pensions, Retirement Planning, Training, HRIS, Defined Benefit, ERISA
Education
Meredith College 1995 — 1999
Business Administration/Concentration in Human Resources
King's College
Associate of Science (A.S.)
Wells Fargo Advisors January 2013 - Present
Wells Fargo Advisors March 2004 - Present
Wells Fargo December 2009 - August 2010
Wachovia March 2004 - December 2008
Wachovia Bank March 2004 - December 2008
Communications Equity Associates 2000 - 2002
GE Capital 1986 - 1995
Skills
Vendor Management, Strategic Planning, Process Improvement, Real Estate, Account Management, Sales, Marketing, Business Intelligence, SDLC, Business Analysis, Human Resources, PowerPoint, Microsoft Office, Access, Microsoft Excel, SharePoint, Contract Negotiation, Microsoft Word, Public Speaking, Travel Arrangements, MS Project, Budgets, Technical Support, Research, Management, Project Management, Project Planning, Outlook, Administrative..., Visio, Banking, Requirements Gathering, Risk Management, Leadership, Software Documentation, Training, Program Management, PMP, Testing
Education
Katharine Gibbs School 1985 — 1986
Certificate, English
Katherine Gibbs School
Associate's degree
Wells Fargo Chairman •Green Building & Sustainability Valuation and Consultation CommitteeUSGBC-NJ2008 - 2010
USGBC-NJ 2008 - 2010
Wachovia September 2001 - December 2008
First Union January 1996 - September 2001
First Fidelity Bank March 1994 - December 1995
Skills
Appraisals, Real Estate, Valuation, Commercial Real Estate, Financial Analysis, Green Building, Real Estate Development, Capital Markets, Banking, Sustainability, Due Diligence, Construction, Portfolio Management, Environmental Awareness, Financial Modeling, Climate Change, Investment Properties, Investments, Underwriting, Real Estate Economics, Real Estate Transactions, Entrepreneurship, Mergers & Acquisitions, Contract Negotiation
Education
Kent State University 1984 — 1988
BBA, Real Estate
Belleville High School
New York University
The Appraisal Institute
Green/Sustainable Building Valuation
USGBC EB and New Construction Techical Review Courses
Wells Fargo Institutional Retirement & Trust May 2013 - Present
Wells Fargo January 2012 - May 2013
IB Investments, Inc. July 2011 - January 2012
The Newport Group January 2009 - July 2011
Wachovia February 2004 - October 2008
Wachovia, A Wells Fargo Company January 2001 - January 2004
Skills
401k, Finance, Banking, Asset Allocation, Wealth Management, Pensions, ERISA, Qualified Retirement..., Management, Project Management, Mutual Funds
Education
La Salle University 1987 — 1989
BS Business Administration, Finance
Wells Fargo October 2014 - Present
Wells Fargo August 2012 - October 2014
Wells Fargo Bank October 2009 - August 2012
Wachovia September 2008 - October 2009
Family Dollar July 2008 - September 2008
TIAA-CREF 2005 - 2008
TIAA-CREF January 2001 - August 2005
Vanguard 1998 - 2000
Skills
FMLA, Benefits Administration, Retirement, PeopleSoft, Benefits, Pay, Payroll Processing, Payroll, Call Center, Outlook, Employee Benefits, Process Improvement, Human Resources, Performance Management, Change Management, Leadership, 401k, Financial Services, HR Policies, Program Management, Employee Relations, Management, Employee Training, HRIS, Recruiting, Talent Acquisition, Call Centers, Policy, Team Building, Coaching, Customer Service, Microsoft Office
Education
Johnson C. Smith University - JCSU 1991 — 1996
BS, Accounting
First Community Mortgage - Retail Division October 2014 - Present
Wells Fargo Home Mortgage July 2013 - September 2014
Wells Fargo Home Mortgage November 2012 - July 2013
Franklin American Mortgage Company October 2010 - November 2012
Franklin American Mortgage Company June 2009 - October 2010
SunTrust Mortgage March 2009 - June 2009
Tech Providers, Inc October 2008 - March 2009
Wachovia December 2006 - October 2008
Provident Funding Associates, LP April 2005 - November 2006
Skills
Loan Origination, Underwriting, Loans, Mortgage Banking, Mortgage Servicing, Mortgage Lending, Mortgage Underwriting, FHA, Loan Servicing, Consumer Lending, Credit Analysis, Loss Mitigation, Credit Risk, Residential Mortgages
Education
Kent State University 1999 — 2004
Bachelors, Finance
Wachovia ContractorFirst Place2007 - Present
FirstPlace 2007 - Present
Wachovia 2007 - 2009
M3 Technology Group 2006 - 2007
Education
Johnson C. Smith University - JCSU 1995 — 1997
BS, Info SYS
Savannah State University 1993 — 1995
BS, Accounting
Wachovia September 2005 - Present
Fusion Technologies August 2002 - September 2005
Education
Kakatiya University 1992 — 1996
Bachelor of technology
Bank of the West November 2009 - Present
Various August 2008 - October 2009
Wachovia January 2007 - July 2008
World Savings 2005 - 2007
World Savings 2002 - 2005
World Savings 2001 - 2002
Convergence Media Group 2000 - 2000
Bozell Advertising Agency 2000 - 2000
O'Melveny and Myers September 1996 - November 1999
Education
La Sierra University 1992 — 1996
B.A., Communications
Ascensus July 2010 - Present
Self Employed January 2010 - July 2010
Wachovia December 1998 - January 2010
CORESTATES ASSET MANAGEMENT January 1996 - December 1998
Meridian Asset Management January 1994 - January 1996
Meridian Asset Management January 1991 - January 1994
Meridian Asset Management January 1985 - January 1991
American Bank & Trust Company of PA October 1982 - June 1985
American Bank & Trust Company of Pa. July 1982 - October 1982
American Bank & Trust Company of Pa June 1981 - July 1982
Skills
401k, Retirement, Process Improvement, Training, Trading, Mutual Funds, Investments, Asset Management, Financial Services, Relationship Management, Microsoft Word, Defined Contribution, Vendor Management, Investment Strategies, Series 24, Finance, Asset Managment, Employee Benefits, Loans, Equities, Mergers & Acquisitions, Hedge Funds, Fixed Annuities, Retirement Planning, Alternative Investments, FINRA, Management, Asset Allocation, Project Management, Pensions, Investment Management, Change Management
Education
Central Atlantic School of Trust – Bucknell University 1993 — 1996
Trust School
Business 1981 — 1985
Business
Kennedy Western University
BS, Business Administration* See note
DeVry University September 2012 - Present
DeVry University February 2011 - September 2012
Wyotech August 2010 - December 2010
Wachovia August 2008 - August 2010
TD Bank February 2007 - May 2008
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Business Administration (M.B.A.), Public Administration
University of Delaware 2004 — 2008
Bachelors, History Education
Wells Fargo June 2013 - Present
Vanguard October 2012 - June 2013
Wells Fargo April 2011 - June 2012
Bank of America November 2009 - April 2011
Wachovia June 2005 - March 2009
Schering-Plough Research Institute 1999 - 2001
Independent Consultant September 1988 - March 1997
Merrill Lynch 1985 - August 1988
Skills
Agile Methodolgy, Requirements Analysis, Business Analysis, DB2, Oracle, SimCorp Dimensions, SQL, COBOL, CICS, JCL, Java, Unix, VBScript, HTML, JavaScript, Troubleshooting, Windows, XML, Microsoft SQL Server, J2EE Application..., Microsoft Excel, MS Project, Databases, Agile Methodologies, SDLC
Education
Kean University 1976 — 1980
Bachelor of Applied Science (B.A.Sc.), Computer Science and Applied Math, 3.0
Kindred Healthcare October 2011 - Present
Wachovia 2006 - 2008
Aurora Loan Services 2005 - 2006
MILA 2004 - 2005
Skills
Microsoft Office, Healthcare, Customer Service, Rehabilitation
Education
Lake Washington Institute of Technology 2009 — 2011
BNY Mellon March 2007 - Present
PNCGIS March 2007 - September 2009
Wachovia January 1980 - May 2004
Skills
Banking, Management, Process Improvement, Operations Management, Change Management, Team Management, Customer Service, Relationship Management
Education
Kaplan University
Human Services, Administration
Reading Health System October 2012 - Present
Speaker's Bureau October 2000 - Present
Various schools and universities October 2000 - Present
Hanneman University Hospital September 2000 - Present
Lorane Elementary School March 2011 - May 2011
Renfrew Foundation Fundraiser June 2010 - June 2010
Wachovia February 2002 - February 2003
The Marrella Group June 2000 - September 2001
Walt Disney World September 1999 - January 2000
Skills
Banking, Customer Service, Microsoft Excel, PowerPoint, Public Speaking, Marketing, Product Promotion, Training, Healthcare Information..., EMR, EHR, Epic Systems, Social Media, Microsoft Word, Social Networking
Education
Kutztown University of Pennsylvania 2009 — 2011
Post Baccalaureate Certification, Elementary Education
Kutztown University of Pennsylvania 1998 — 2001
B.A, Speech Communications
The Ivey May 2014 - Present
Infinisource April 2013 - February 2014
ADP January 2010 - December 2012
HR XCEL June 2007 - December 2009
Bank of America March 2006 - September 2006
Wachovia August 2005 - March 2006
Wachovia July 1998 - March 2006
Wachovia August 1996 - June 1998
Skills
Strategy, Operations Management, Manage Client..., Team Leadership
Education
Lehigh University 1975 — 1979
B.S. Accounting and Marketing
Overby-Sheppard Elementary February 2011 - Present
Encompass Environmental Supply and Rental Co. August 2004 - March 2010
Wachovia July 1993 - June 1999
Skills
Educational Leadership, Mentoring, Staff Development, Public Speaking, Coaching, Non-profits, Strategic Planning, Team Building, Leadership, Research, Team Leadership, Customer Service, Nonprofits, Fundraising, Community Outreach, Program Development, Volunteer Management
Education
Kutztown University of Pennsylvania 1986 — 1990
BS, Business Administration
Wachovia
Skills
Bank Secrecy Act
Education
Warner Robins High 1971 — 1972
Kaplan University
Criminal Justice
Wells Fargo June 2008 - Present
World Savings January 2003 - May 2008
World Savings November 2001 - July 2003
Savings Operations January 1999 - January 2002
Wachovia January 2001 - October 2001
Education
Kansas State University 1994 — 1998
B.S, Management
Capital One January 2010 - Present
Wachovia June 1989 - December 2009
Skills
Loans, Credit, Banking, Consumer Lending, Commercial Banking, Leadership, Relationship Management, Risk Management, Retail Banking, Process Improvement, Management, Financial Services, Business Analysis
Education
Johnson C. Smith University - JCSU 1985 — 1989
Bachelor of Science, Finance
Sage October 2013 - Present
CAL Consulting LLC November 2012 - July 2013
Zoom Data Holdings March 2012 - November 2012
Zoom Data Holdings September 2011 - March 2012
Zoom Data Holdings May 2011 - September 2011
Target October 2010 - May 2011
Wachovia February 2009 - October 2010
Wachovia August 2007 - February 2009
Sears, Roebuck and Co. April 2005 - August 2007
Sears, Roebuck and Co. October 2004 - April 2005
Skills
Customer Service, Oral & Written..., Team Building, Team Leadership, Staff Development, Conflict Resolution, Microsoft Office, Business Development, Organizational..., Customer Oriented, Customer Engagement, Customer Retention, Customer Acquisition, Managing Deadlines, Retail Banking, Standards Compliance, Internal Audit, Risk Assessment, Operational Risk..., Merchant Services, Merchant Banking, Merchant Acquiring, Check 21, PCI Standards, Contract Negotiation, Website Development, Software Development, Software Project..., Networking, Windows Server, Microsoft SQL Server, C++, Java, XML, Financial Analysis, VoIP, Outbound Marketing, Inbound Marketing, Inbound Lead Generation, Project Management, Procurement, Operations Management, Sales Operations, IT Operations, Insurance
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2015
Bachelor of Business Administration (B.B.A.), Information Security & Assurance, Junior
Wells Fargo June 2011 - Present
Wells Fargo June 2011 - Present
Wachovia April 2006 - May 2009
Skills
Visio, SharePoint, Risk Management, Banking, Requirements Analysis, Requirements Gathering, Project Management, Process Improvement, Software Documentation, Microsoft Excel, Microsoft Project, SQL Server Management...
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
Master of Business Administration (M.B.A.), Project Management
University of South Carolina-Columbia 1992 — 1996
Bachelor of Science (B.S.), (Dual Degree) Organizational Management and Management Science
Roundpoint Mortgage November 2014 - Present
Shutterfly Temp October 2013 - December 2013
Wachovia Securities Financial Network April 2008 - September 2008
Wachovia December 2007 - April 2008
Bank of America January 1999 - February 2005
Skills
Finance, Management, Banking, Relationship Management, Access, Financial Analysis, Financial Risk, Problem Solving, Financial Services, Portfolio Management
Education
Lees-McRae College 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General, 2.9
Lees-McRae College 1988 — 1992
Business Administration BS, Business Administration and Management, General
GameStop April 2013 - Present
Brothers multiservice January 2012 - Present
Wells Fargo 2007 - 2012
Wachovia October 2007 - June 2009
Skills
Credit, Mortgage Lending, Banking, Series 7, Retirement Planning, Wealth Management, Investments, Credit Analysis, Staff..., Dependable Team Player, Consistency in meeting..., Highly detail oriented, Efficient multi-tasker, Sales professional, Computer Hardware, Computer Network..., Financial analysis and..., Calm under pressure, Complex problem solving, Excellent communication..., Order Processing, People oriented, Fluent in Spanish, Excellent work ethic, network setup and..., Windows Server, Windows 7, Windows XP Pro, Windows 08
Education
Lansdale School of Business 2012 — 2015
Strayer University 2006 — 2007
Network and System Administration/Administrator
Montgomery County Community College 2005 — 2006
Computer Science
Upper Merion Area High School 2001 — 2005
High school Diploma
North Carolina Department of Revenue January 2008 - Present
Wachovia May 1999 - June 2005
First Union National Bank 1999 - 2002
Skills
Nonprofits, Public Speaking, Microsoft Office, Community Outreach, Program Development, Research, Social Services, Grant Writing, Fundraising, Staff Development, Volunteer Management, Customer Service, Event Planning, Leadership Development, Data Entry
Education
Johnson C. Smith University - JCSU 2015 — 2015
BSW, Social Work
J W Ligon/Cooper