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
PNC March 2012 - Present
Branch Banking and Trust April 2006 - February 2012
Wachovia 1980 - September 2005
Skills
Wealth Management, Credit, Small Business, Banking, Coaching, Trust Management, Financial Planning, Business succession..., Investment, Investment Advisory, Insurance Planning, Community Outreach, Financial Services, Mutual Funds, Investments
Education
Armstrong Atlantic State University
Bachelor of Arts (B.A.), Marketing
Aon Hewitt April 2013 - Present
Wells Fargo Financial July 2012 - April 2013
US Buildings May 2011 - September 2011
Wachovia May 2008 - September 2009
Skills
Credit, Banking, Credit Analysis, Loss Prevention, Anti Money Laundering, Financial Crimes..., Accounting, Economics, SAS, Administrative..., Data Entry, Chargebacks, AML, Call Centers, Employee Benefits, Microsoft Excel, Sales, Microsoft Word, Insurance, Training, Risk Management, Data Analysis, PeopleSoft, Outlook, Onboarding, Employee Training, PowerPoint, Telephone Skills, New Hire Orientations
Education
Appalachian State University 2007 — 2012
Sociology
Madison County Health Department May 2007 - August 2012
Wachovia August 2005 - May 2007
Micro Switch/ Honeywell August 1987 - December 2003
Skills
Time Management, Training, Management, Microsoft Office, Sales, Process Scheduler, Budgets, Accounts Receivable, Accounts Payable, Process Improvement, Cold Calling
Education
Asheville-Buncombe Technical Community College 2004 — 2005
Business Administration (AAS) and Marketing & Retailing (AAS), Business Administration and Management, General
SECU July 2006 - Present
Wachovia May 2005 - June 2006
Turtle Creek Apartments May 2003 - May 2004
Skills
Financial Services, Loans, Mortgage Lending, Credit, Consumer Lending, Credit Analysis, Banking, Investments, Loan Origination, Financial Analysis, Retirement Planning, Strategic Financial..., Mutual Funds, Series 63, Retail Banking, Credit Risk, Finance, Insurance, Finance, Marketing,...
Education
Mars Hill College 2004 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Asheville-Buncombe Technical Community College 2000 — 2002
Associate of Science (A.S.), Marketing and Retailing
Appalachian State University July 2012 - Present
Appalachian State University June 2012 - Present
Appalachian State University August 2015 - Present
Appalachian State January 2011 - July 2012
Appalachian State June 2008 - January 2011
Bank of America July 2006 - April 2008
Wachovia October 2004 - July 2006
Skills
Leadership, Student Development, Sales, Customer Service, Marketing, Teaching, Training, Academic Administration, Public Speaking, Microsoft Excel, Social Media, Analysis, Higher Education, Fundraising, Management, Microsoft Office
Education
Appalachian State University 2008 — 2012
Master of Business Administration (MBA), General Management
Appalachian State University 2011 — 2012
Master of Arts (M.A.), Higher Education/Higher Education Administration
Appalachian State University 2001 — 2004
Bachelor of Science, Business Administration; Marketing and Management
Walden University 2015 — 2017
DBA, International Business
Wells Fargo March 2010 - Present
Wachovia, A Wells Fargo Company 2006 - February 2011
Evergreen Investments September 2004 - November 2005
Huron Consulting Group August 2003 - September 2004
Enterprise Value Consulting, LLC March 2001 - August 2003
First Union National Bank August 2000 - March 2001
Price Waterhouse Coopers July 1999 - August 2000
Wachovia 1999 - 1999
Skills
Portfolio Management, Asset Allocation, Equities, Valuation, Fixed Income, Business Valuation, Mutual Funds, Investments, Alternative Investments, Financial Modeling, Hedge Funds, Investment Management, Financial Analysis, Wealth Management, Due Diligence, Equity Valuation, Investment Advisory, Risk Management, Bonds, Private Equity, Banking, Wealth Management..., Securities, Investment Banking, Equity Research, Corporate Finance, Strategic Financial..., Financial Services, Derivatives, Finance, Options, Mergers, Financial Risk, Credit Analysis, ETFs, Mergers, Trading, Credit, Financial Planning
Education
Wake Forest University School of Business 1996 — 1999
Master of Business Administration, Finance
Wake Forest University School of Law 1995 — 1999
Juris Doctor
Appalachian State University 1990 — 1995
BSBA, Finance, Banking, and Economics
BBVA Compass January 2012 - Present
BB&T December 2009 - January 2012
Wachovia August 2006 - December 2009
Lenox Financial Mortgage January 2006 - August 2006
Morgan Stanley March 2004 - January 2006
Skills
Loans, Credit, Series 7, Investments, Banking, Commercial Lending, Credit Analysis, Consumer Lending, Retirement Planning, Wealth Management, Small Business Lending, Commercial Banking, Portfolio Management, Mortgage Lending, Retail Banking, Series 63, Underwriting, Financial Analysis, Asset Managment, Strategic Financial..., Financial Advisory
Education
LSU Graduate School of Banking 2012 — 2014
Auburn University 1998 — 2003
B. A, Political Science / Economics
NewBridge Bank September 2014 - Present
Capital Bank (Capital Bank Financial Corp.) August 2013 - September 2014
Capital Bank (Fomerly Southern Community Bank and Trust) November 2012 - August 2013
Southern Community Bank and Trust January 2010 - November 2012
Southern Commuity Bank and Trust July 2008 - January 2010
Southern Community Bank and Trust July 2006 - July 2008
Wachovia January 2004 - July 2006
Skills
Small Business Lending, Commercial Lending, Banking, Commercial Banking, Consumer Lending, Credit Analysis, Loans, Credit, Customer Service, Loan Origination, Lines Of Credit, Microsoft Excel, Real Estate, Commercial Mortgages, Finance, Underwriting
Education
Appalachian State University 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Vanguard July 2011 - Present
Wachovia September 2009 - March 2011
Chase Bank September 2007 - September 2009
Chase July 2005 - September 2007
Clinique November 1998 - August 2005
Skills
Leadership, Sales Management, Relationship Management, Series 7, Series 63, Leadership Development, Microsoft Word, Customer Service, Consultative Sales..., Microsoft Office, Coaching, Banking, Financial Analysis, Windows, Public Speaking, Retail Sales, Retail Banking, Finance, Sales
Education
Arizona State University 2012 — 2016
Organizational Leadership, Organizational Leadership
Bank of America August 2014 - Present
Bank of America September 2009 - August 2014
Wachovia June 2008 - September 2009
Wachovia May 2007 - June 2008
Lowe's Companies Inc January 2006 - May 2007
Wachovia November 2003 - December 2005
Siebel 2000 - 2003
Deloitte & Touche June 1999 - March 2000
Skills
Process Improvement, PMO, Cross-functional Team..., CRM, Business Process..., Business Process, Budgets, Dependency Management, Leadership, Management, Project Management, Risk Management, Banking, Business Development, CPM Scheduling, ERP, Financial Services, Strategic Planning
Education
Ashland University 1992 — 1996
BSBA, Accounting and Finance
Wells Fargo July 2009 - Present
Wachovia October 2001 - July 2009
Senior Learning Group Leader May 2000 - October 2001
Education
Appalachian State University 1983 — 1985
BSBA
Brevard College 1981 — 1983
Associates Degree
BB&T December 2014 - Present
BB&T 2006 - 2013
BB&T 2000 - 2006
Wachovia 1996 - 2000
Piece Goods Corporate Office 1994 - 1995
Integon Corporation 1987 - 1994
BlueCross BlueShield of SC 1986 - 1987
Skills
Marketing Communications, Strategic Planning, Brand Development, Brand Management, Editing, Copywriting, Advertising, Public Relations, Corporate Communications, Project Management, Vendor Relationships, Staff Management, Marketing Budget..., Internal Communications
Education
Appalachian State University 1981 — 1985
Bachelor of Science (B.S.), Advertising, Public Relations, Marketing and Management
Bottomline Technologies April 2012 - March 2014
S1 Corporation May 2004 - April 2012
Wachovia 1991 - 2000
Skills
Payments, Product Management, Electronic Payments, Strategic Partnerships, Financial Services, Mobile Payments, Business Analysis, Treasury Management, Banking, SaaS, Payment Systems, ACH, Internet Banking, Portfolio Management, Mobile Banking, Executive Management, SWIFT payments, Credit Cards, Enterprise Software, Professional Services, SWIFT Payments
Education
Wake Forest University - Babcock Graduate School of Management 2003 — 2005
MBA
Appalachian State University 1987 — 1991
BS, Technology
Bank of America April 2015 - Present
Bank of America 2013 - 2014
Bank of America 2011 - 2013
Wachovia 2010 - 2011
Wachovia Corporation 2009 - 2009
Bank of America 2009 - 2009
Wachovia Corporation 2008 - 2009
Barefoot Consulting LLC 2006 - 2008
Wachovia Corporation 2005 - 2006
First Union/Wachovia Corporation 1997 - 2005
Skills
SharePoint, SQL, COBOL, Mainframe, DB2, SDLC, Business Analysis, Microsoft SQL Server, Disaster Recovery, Data Analysis, Credit Risk, Oracle, Mortgage Lending, Data Management, SAS, Loans, Requirements Gathering, Visio, Data Warehousing, Banking, Analysis
Education
Appalachian State University 1993 — 1997
BSBA, Information Systems
Cresa May 2013 - Present
CB Richard Ellis January 2010 - May 2013
Wachovia April 2008 - January 2010
CBRE January 2007 - March 2008
Trammell Crow Company 2003 - 2007
Skills
Facilities Management, LEED, Budgets, AutoCAD, MS Project, Project Planning, Green Building, Program Management, Move Management, Corporate Real Estate, Strategic Planning, Value Engineering, Contractors
Education
Appalachian State University 1992 — 1996
BS, Interior Design
First Citizens Bank September 2013 - Present
CresCom Bank June 2011 - September 2013
Atlantic Bank & Trust October 2009 - June 2011
Wachovia April 2005 - October 2009
Skills
Mortgage Lending, Banking, Sales, Loans, Credit, Mortgage Banking, Refinance, FHA, Credit Analysis, Financial Analysis, Loan Origination, Residential Mortgages, Underwriting, Real Estate, Customer Service, Marketing, Credit Risk, Insurance, Consumer Lending, Commercial Banking, VA loans, Commercial Lending
Education
Appalachian State University 1999 — 2003
Bachelor of Science (B.S.), Government/Business
Concinnity Marketing & Technology February 2015 - Present
Vernon Ridge Farm and GEM Investments June 2010 - Present
R.J. Reynolds Tobacco Company 1988 - May 2010
Wachovia 1986 - 1988
Burlington Industries 1982 - 1986
Skills
Project Management, Integration, Process Improvement, Project Planning, Negotiation, Billing Systems, Control Theory, SDLC, SharePoint, Project Estimation, Business Intelligence, Cross-functional Team..., Business Analysis, Testing, Strategy, Business Process, CRM, DB2, Leadership, Management, Systems Analysis
Education
Appalachian State University 1977 — 1981
BSBA, Business Information Systems
Ameriprise Financial Services February 2012 - Present
Ameriprise Financial Services July 2009 - February 2012
Ameriprise Financial Services March 2007 - July 2009
Wachovia November 2005 - March 2007
Education
University of North Carolina at Greensboro 2002 — 2005
Business Administration, Finance
Appalachian State University 2000 — 2002
Pre-Law
SSHS 1997 — 2000
Land Home Financial Services August 2013 - Present
Caliber Funding March 2013 - August 2013
Prostaff Mortgage June 2012 - March 2013
Real Estate Mortgage Network April 2011 - January 2012
JPMorgan Chase November 2008 - March 2011
Wachovia Mortgage, FSB May 2005 - October 2008
Wachovia 2002 - 2008
Wachovia Mortgage Corporation May 2004 - May 2005
Wachovia Mortgage Corporation June 2002 - May 2004
Zee Enterprizes 2001 - 2003
Skills
Mortgage Lending, Mortgage Banking, Training, Mergers & Acquisitions, Credit Analysis, Banking, Refinance, Underwriting, Loans, Loan Origination, Marketing, Residential Mortgages, Credit, VA loans, FHA
Education
Arizona State University 2000 — 2002
Bachelors of Science, Global Business; Marketing
Arizona State University West 2000 — 2002
global business, marketing
Wells Fargo June 2009 - Present
Pinepatch Christmas Trees January 1998 - Present
Wachovia Bank November 2004 - June 2009
Wachovia Bank March 2000 - October 2004
Wachovia May 1998 - February 2000
Wachovia Bank June 1997 - May 1998
Wachovia Bank October 1995 - June 1997
Wachovia Bank January 1995 - October 1995
Wachovia Bank June 1994 - December 1994
Skills
Commercial Banking
Education
Appalachian State University 1990 — 1994
Bachelor of Science, Management and Marketing
Ingersoll Rand July 2013 - Present
Ingersoll Rand September 2012 - July 2013
Ingersoll Rand January 2011 - September 2012
Girl Scouts, Hornets' Nest Council October 2009 - January 2011
Lee Hecht Harrison July 2009 - October 2009
Wachovia December 2006 - July 2009
The Charlotte Observer August 1997 - December 2006
Duke Energy Corporation August 1984 - August 1997
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, Education
Appalachian State University
Master's Degree, Adult Education
Keller Williams April 2014 - Present
New York & Company July 2013 - April 2014
Morgan Stanley June 2003 - August 2013
Wachovia April 2000 - June 2003
A. G. Edwards March 1995 - April 2000
Skills
Customer Service, Gatekeeper, Typing, Manage Client..., Investments, Mutual Funds, Banking, Sales, Client Services, Back Office, Relationship Management, KYC, Securities, Financial Services
Education
Arkansas Tech University 1993 — 1994
Bachelor of Business Administration (B.B.A.), Business
Parkview High School 1990 — 1993
High School Diploma, Business Administration, Management and Operations
Pulaski Technical College
Business
Acting Up Creative Drama Academy April 2008 - Present
Wachovia 2001 - 2007
Wachovia (formerly World Savings) 2001 - 2007
World Savings/Wachovia/Wells Fargo 2001 - 2007
World Savings 2004 - 2006
Fireman's Fund Insurance Company 1993 - 2000
Skills
Mortgage Lending, Loans, Banking, Mortgage Banking, Underwriting, Process Improvement, Loan Servicing, Call Centers, Teaching Acting, Acting, Training, Employee Training, Instructor-led Training, Drama, Teaching Adults, Performing Arts, Fine Art, Film, Childcare, Children, Special Needs, Stage Direction, Stage Make-up, Stage, Risk Management, Team Building, Coaching, Loan Origination, Community Theatre, Microsoft Office, Theatre, Management, Credit, Customer Service, Child Development, Advertising, Staff Development, Musical Theatre, Leadership, Public Speaking, Sales
Education
Arizona State University 1988 — 1991
Master of Fine Arts, Theatre for Youth
Texas State University-San Marcos 1985 — 1988
Bachelor of Fine Arts, Acting and Directing
Incarnate Word High School 1979 — 1983
High School Diploma
St. Luke's Catholic School 1974 — 1979
Atlantic Capital Bank May 2011 - Present
Wachovia, A Wells Fargo Company December 1995 - May 2011
Wachovia 1995 - May 2011
Colonial Pipeline Company 1985 - 1995
Skills
Treasury Management, Cash Management, Accounts Payable, Payments, ACH, Financial Services, Electronic Payments, Treasury Services, Internet Banking, Banking, Banking Relationships, Commercial Banking, Credit Cards, Cross Selling, Debit Cards, FX Options, Finance, Liquidity Management, Merchant Services, Mobile Payments, Payment Card Processing, Payment Systems, Treasury, Relationship Management, Commercial Lending, Financial Analysis
Education
Auburn University 1977 — 1981
Cox Communications December 2014 - Present
PMI Phoenix Chapter 2009 - Present
Wells Fargo June 2014 - December 2014
Cox Communications August 2013 - June 2014
Cox Communications September 2007 - August 2013
Cox Communications Arizona September 2007 - August 2013
Wells Fargo April 1997 - August 2007
Wells Fargo Auto Finance 2004 - 2006
Wachovia March 1993 - April 1997
Skills
Vendor Management, PMP, Process Improvement, Management, Business Analysis, Project Management, Cross-functional Team..., Telecommunications, Business Intelligence, Integration, Project Portfolio..., Call Centers, SDLC, Program Management, Software Project..., Visio, Business Process..., MS Project, Business Process, PMO, SharePoint, Requirements Analysis, Project Planning, Six Sigma, Change Management, Leadership, Team Leadership
Education
Thunderbird School of Global Management 2011 — 2011
Certificate, Leading Global Projects for Strategic Results
Arizona State University 1998 — 2000
MBA, Business Administration
Virginia Polytechnic Institute and State University 1985 — 1987
BS, Business Management
Virginia Polytechnic Institute and State University - Pamplin College of Business 1983 — 1987
BS, Business Management
Lee Davis 1979 — 1983
High School Diploma, College Prep Curriculum
Habitat for Humanity East Bay January 2011 - Present
USE Credit Union June 2010 - Present
Nationwide Residential Lending October 2008 - July 2010
Wachovia April 2007 - September 2008
Fremont Investment & Loan January 2007 - April 2007
E-LOAN August 2001 - January 2007
E-Loan.com, Pleasanton, CA 2001 - 2007
Eloan 2001 - 2007
Eloan 2001 - 2007
Skills
Contract Negotiation, Financial Analysis, Strategic Consulting, Loan Origination, Business Development, Training, Real Estate, Banking, Mortgage Banking, New Business Development, Mortgage Lending, Loans, Sales, First Time Home Buyers, Investment Properties, Credit, Refinance, FHA, Residential Mortgages, Consumer Lending, Credit Analysis, Residential Homes, Government Loans, FHA financing, Mortgage Underwriting, Sales Management, Retail Banking, Home Equity Lines of..., Credit Unions, Credit Cards, Team Building, Negotiation, Short Sales, Financial Services, Real Estate Transactions, Strategic Planning, Foreclosures, Process Improvement, Mortgage Marketing, Funding, Leadership, Commercial Lending, Certified Mortgage..., Call Centers, Executive Management, Real Estate Financing, Loan Servicing, Underwriting, Finance, Loss Mitigation
Education
Ashford University 2008 — 2011
Master of Education (MEd) - Leadership, Education Leadership and Public Policy
San Jose State University 1996 — 2000
Landmark 24 Realty, Inc. 2005 - Present
Wachovia 1997 - 2003
The Coastal Bank 1995 - 1997
First Liberty Bank & Trust 1992 - 1994
Skills
Email Marketing
Education
Armstrong State University 1979 — 1982
Economics, Marketing
Savannah Christian Preparatory School 1969 — 1976
Degree
Wells Fargo October 2014 - Present
Wells Fargo December 2013 - October 2014
Wells Fargo May 2012 - November 2013
Wells Fargo April 2008 - May 2012
Wachovia February 2006 - March 2008
Texmac Inc. March 2003 - February 2006
Skills
Microsoft Office 2007, Documentation, Spreadsheets, Customer Service, Microsoft Office, Excel, Lotus Notes, Word, PowerPoint, Process Improvement, Database Administration, Problem Solving, Data Analysis, Analysis, Business Analysis, System Administration, Customer Satisfaction, Software Documentation, Microsoft Excel, Team Building, Outlook, Strategy, Management, Databases, Business Process, Microsoft Word
Education
Appalachian State University 1996 — 2000
Bachelor of Science, Psychology
Southern Company August 2012 - Present
CCCi October 2011 - August 2012
HGS Engineering February 2010 - October 2011
IEM June 2009 - February 2010
Wachovia June 2008 - June 2009
Skills
Active Directory, Windows Server, VMware, IIS, Operating Systems, Technical Support, Solaris
Education
Athens State University 2005 — 2009
Bachelor of Science, Computer Science (CIS)
Northeast Alabama Community College 2002 — 2005
Associate of Science, Computer Information Systems
Western Union July 2014 - Present
Various Law Firms January 2012 - Present
Archer Bay PA formerly known as Lynch & Robbins January 2012 - June 2014
Wells Fargo January 2011 - December 2011
Wells Fargo November 2007 - April 2010
Wachovia, A Wells Fargo Company October 2007 - March 2010
Wachovia 2007 - 2010
World Savings September 1996 - October 2007
World Savings May 1986 - September 1995
Skills
Notary Public, Legal Research, Banking, Legal Assistance, Analysis, Office Management, Risk Management, Private Investigations, Fraud, Litigation, Training, Investigation, Litigation Support, Enforcement, Document Review, Legal Writing, Leadership, Interviews, Trials, Lexis, Pleadings, Bankruptcy, Criminal Law, Courts
Education
Holmes College 2011 — 2011
Paralegal
Arapahoe Community College
Business Managment, Business
Colorado State University
Interior Design
University of California, Santa Cruz
Psychology
Wells Fargo Home Mortgage December 2013 - Present
The Private Bank And Trust Company February 2013 - August 2013
Wells Fargo Home Morgage January 2010 - February 2013
Wachovia May 2005 - January 2010
Skills
FHA, Mortgage Lending, Loan Origination, Refinance, Mortgage Banking, Loans, Residential Mortgages, VA loans, FHA financing, First Time Home Buyers, USDA, Government Loans, Non-Conforming, Real Estate, Investment Properties, Credit, Investments, Home Equity, Condos, Real Estate Financing, Foreclosures, Short Sales, Loss Mitigation, REO, Residential Homes, Single Family Homes, Investors, Underwriting, Commercial Mortgages, Sellers
Education
Arizona State University 1997 — 2002
Bachelor of Science, Tourism Marketing
Nova Home Loans March 2012 - Present
W.J. Bradley Company July 2011 - March 2012
Nova Home Loans April 2010 - July 2011
W.J. Bradley Company October 2008 - July 2010
Wachovia Bank August 2007 - July 2008
Wachovia 2006 - 2008
Stone Creek Funding 2003 - 2007
Skills
Mortgage Lending, Loans, FHA, Refinance, Mortgage Banking, Banking, Short Sales, Loan Origination, USDA, VA loans, Residential Mortgages, Referrals, FHA financing, Certified Mortgage..., Reverse Mortgages, FHA Financing
Education
Arizona State University 1981 — 1985
Business, Business Managment
Mitchell High School 1976 — 1980
Dwellworks July 2010 - Present
Wachovia June 1991 - October 2008
Skills
Customer Service, Management, Real Estate
Education
Arizona State University
BS, Mass Communications
TPM Consulting, Inc. July 2013 - November 2013
Carolinas Healthcare System April 2011 - November 2011
Progress Energy July 2010 - August 2010
CompuDoctor, Inc. December 2006 - January 2009
Welcome Neighbor, Inc. December 1999 - June 2007
Wachovia April 2002 - September 2006
First Union (Wachovia) 1995 - 2002
Avon Products April 1988 - December 1994
Mondotels June 1986 - April 1988
Skills
Vendor Management, Negotiation, Problem Solving, Mergers, Contract Negotiations, Application Development, Strategic Planning, Vendor Relations, Start-ups, Contract Management, Contract Negotiation, Compliance, Team Building, Business Analysis, Team Leadership, IT Strategy, Marketing, Mergers & Acquisitions, Process Improvement, Project Management, Software Development, Program Management, Enterprise Software, Business Development, Telecommunications, Training, Budgets, Recruiting, SDLC, Consulting, Sourcing, Business Process..., Cross-functional Team..., Change Management, Risk Management, Management Consulting, Project Portfolio..., Product Development, Outsourcing, PMP
Education
Appalachian State University 1980 — 1985
BSBA, Information Systems, Management, International Business
Essec Business School Paris 1984 — 1984
Minor, International Business
- June 2010 - April 2015
Consultant April 2007 - June 2010
Wachovia April 2006 - April 2007
Raytheon Missile Systems September 2003 - April 2006
Novell September 2001 - August 2003
PwC Consulting January 1997 - September 2001
Nabisco Biscuit Company August 1992 - January 1997
Skills
Supply Chain, Supply Chain Management, Strategic Sourcing, Supply Management, Procurement, Materials Management, Six Sigma, Management, Cross-functional Team..., Change Management, Contract Negotiation, Leadership, Contract Management, MRP, Sourcing, Project Management, Strategic Planning, Manufacturing, Warehousing, Lean Manufacturing, Business Process, Supply Chain..., Global Sourcing, Inventory Management, Outsourcing, Value Stream Mapping, Vendor Management, Logistics, Purchasing, Forecasting, Business Process..., Operations Management, Process Improvement, Negotiation, Continuous Improvement, Strategy, ERP, SAP, Process Engineering, Operational Excellence, Program Management, Logistics Management, Supplier Development, Management Consulting, Project Planning, Quality Management, Analysis, Business Transformation, Business Strategy, Pricing
Education
Arizona State University
MBA
Arizona State University
MS
Texas A&M University
MS
Wells Fargo January 2006 - Present
Wachovia August 1998 - January 2006
First Union July 1994 - November 1998
Skills
Enterprise Risk..., Operational Risk, Sarbanes-Oxley Act, Sarbanes-Oxley, Financial Risk, Internal Audit, Banking, Internal Controls, Auditing, Risk Management, CISA, IT Audit, Leadership, AML, Fraud, Financial Analysis
Education
Appalachian State University 1990 — 1994
B S, Management
JPMorgan Chase April 2009 - Present
Professional/College Sporting Events August 1993 - Present
Wachovia March 2008 - November 2008
UAMC September 2005 - February 2008
University of Tampa August 2004 - September 2005
Empire Sports Network April 2001 - August 2003
Buffalo State College August 1998 - April 2001
Skills
Mortgage Lending, Management, Loans, Public Relations, Customer Service, Leadership, Press Releases, Credit, Sales, Event Management, Underwriting, Cold Calling, Banking, Loan Origination, Coaching, Sports, Mortgage Underwriting, Mortgage Banking, Event Planning, Publicity, Real Estate, Refinance, Training, Analysis, Customer Satisfaction, Negotiation, Loss Mitigation, Radio, Public Speaking, Sports Marketing, Marketing, Broadcast, Social Media, Budgets, Social Networking, Facebook, Social Media Marketing, Television, Media Relations, Marketing Communications, Microsoft Office
Education
Syracuse University 1993 — 1995
Masters, Communications
Ashland University 1987 — 1989
Bachelors, Sports Communications
Bishop Timon High School 1980 — 1984
Lowe's Home Improvement August 2013 - Present
Lowe's Home Improvement August 2011 - August 2013
Lowe's Home Improvement October 2010 - July 2011
Strategic Staffing Solutions August 2010 - October 2010
Barclays Capital July 2007 - December 2009
Wachovia Education Finance October 2006 - July 2007
Wachovia June 2006 - October 2006
Skills
Coaching, Risk Management, PeopleSoft, Microsoft Excel, Human Resources, Training, Employee Training, Leadership, Management, Strategy, Project Planning, Performance Management, Call Centers, Leadership Development, Customer Service, Process Improvement, Employee Engagement, Talent Management, Recruiting, Policy, Time Management, Forecasting
Education
Appalachian State University
CareCore/MedSolutions February 2015 - Present
MedSolutions August 2013 - February 2015
MedSolutions August 2012 - August 2013
USA TODAY July 2008 - August 2012
Wachovia February 2005 - August 2007
Skills
Customer Service, Management, Analysis, Process Improvement, Call Centers, Business Analysis, Budgets, Financial Analysis, Financial Reporting, Microsoft Excel, Accounts Receivable
Education
Appalachian State University 2002 — 2005
Bachelor of Science (B.S.), Political Science and Government
Nationwide February 2007 - Present
Wachovia May 2004 - November 2004
Skills
Risk Management, Insurance, Commercial Insurance, Property & Casualty..., Underwriting, Liability, Casualty, Workers Compensation, Analysis, Data Analysis, New Hire Training, Presentations, Speech Writing, Sales Trainings, Sales Presentations, Employee Engagement, Interviews, Research, Negotiation, Decision Making, Fermentation
Education
Appalachian State University 2002 — 2006
BSBA, Economics, Risk Management and Insurance, 3.7
Southeast Raleigh & Wakefield HS 1998 — 2002
Accounting and Finance
Amazon July 2015 - Present
Morgan Stanley November 2014 - July 2015
American Express December 2013 - November 2014
American Express January 2013 - December 2013
American Express March 2011 - January 2013
American Express May 2010 - March 2011
VirtualBank - Lydian Private Bank March 2008 - May 2010
Wachovia August 2007 - December 2007
HomEq June 2005 - July 2007
HomEq June 2005 - June 2007
Skills
Banking, Financial Analysis, Credit, Financial Modeling, Credit Analysis, Loans, Risk Management, Finance, Mortgage Lending, Financial Reporting, Relationship Management, Plannning, Pricing Analysis, Pricing Strategy, Analysis, Strategic Financial..., Management, Data Analysis, Strategic Planning, Corporate Finance, Financial Risk, Financial Services, Credit Cards, Forecasting, Investments, Analytics, Business Analysis, Strategy, Financial Planning, Leadership, Business Strategy
Education
Appalachian State University 2003 — 2007
Bachelors, Finance & Banking
Appalachian State University 2003 — 2007
Bachelor's Degree, Risk Management & Insurance
Wells Fargo Securities Director, Technology Relationship ManagementWells Fargo SecuritiesMay 2011 - Present
Wells Fargo December 2009 - May 2011
Wachovia October 2005 - December 2010
Goodrich Corporation October 1999 - October 2005
Skills
Enterprise Software, SDLC, Data Center, Project Portfolio..., Program Management, Leadership, Risk Management, ITIL, Enterprise Architecture, Integration, Business Analysis, Networking, Visio, Relationship Management, Vendor Management, Team Management, Team Leadership, IT Management, Process Improvement, Unix, Portfolio Management, Disaster Recovery
Education
Appalachian State University 1994 — 1998
BS, Geography, Information Systems
Ally Financial Inc. March 2014 - Present
Ally Financial Inc. August 2011 - March 2014
Wachovia, A Wells Fargo Company October 2009 - August 2011
Wachovia August 2005 - September 2009
Hendrick Motorsports December 2003 - August 2005
United States Marine Corps October 1996 - October 2000
Skills
SharePoint, Data Analysis, Finance, Project Management, Accounting, Financial Reporting, SQL, Portfolio Management, Microsoft Excel, Microsoft Office, Credit Derivatives, Credit Risk, Counterparty Risk, Risk, Risk Management, Enterprise Risk..., Risk Based Testing, Trading, Software Development, Software Engineering, Software Project..., Software Design, Executive Reporting, Ad Hoc Reporting, Reporting Systems, Statistical Reporting, Visual C#, Java, Pearl, Visual Basic, Visual Studio, SSRS, SSIS, Microsoft SQL Server, Databases, Database Design, Relational Databases, ETL, Business Intelligence, Logical Data Modeling, Financial Risk, Credit Analysis, Credit, Basel II, Access, Loans, Banking, Operational Risk..., Operational Risk, Stress Testing
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2009
MBA, Business, 3.79 GPA
Appalachian State University 2001 — 2004
BS, Computer Science, 3.83 GPA
City of Winston-Salem September 2006 - Present
Wachovia August 2004 - September 2006
RJ Reynolds August 1980 - September 2003
R. J. Reynolds Tobacco Company 1987 - 2003
Skills
SDLC, Teaching, Data Warehousing, Databases, Project Management, GIS, Requirements Analysis, Visio, SharePoint, Access, Business Analysis, PL/SQL, Data Analysis, SQL, iOS, Microsoft Office, iPad, Microsoft SQL Server, Process Improvement, Software Documentation, Integration, Change Management, Program Management, Project Planning, Business Intelligence, Disaster Recovery, Systems Analysis
Education
Appalachian State University 2006 — 2008
Master of Arts, Educational Media
Salem College 1998 — 2001
Bachelor of Science, Business Administation
University of Oxford 2000 — 2000
International Business
Forsyth Technical Community College 1984 — 1988
Associates in Applied Science
Elkin High School 1969 — 1973
Wells Fargo August 2014 - Present
Publishing 1990 - Present
Bank of America November 2011 - August 2014
Wells Fargo Advisors January 2011 - October 2011
Premier, Inc. November 2006 - October 2010
Premier, Inc. November 2006 - October 2010
Wachovia Retail & Equity Technologies - Securities 2004 - October 2007
Wachovia 2004 - 2007
TEK Systems 2005 - 2006
Wells Fargo Financial 2004 - 2006
Skills
Risk and Compliance..., Agile Methodologies, Quality Assurance, SharePoint, Project Management, Management, Leadership, Testing, Business Development, Business Analysis, SDLC, Training, Legal Assistant/Office..., E-commerce, Vendor Management, CRM, ITIL, Team Leadership, Process Improvement, Program Management, eCommerce, Project Manager, Agile Coach, Advertising, Business Intelligence, Change Management, Release Manager, Sr System Engineer, Public Speaking, Visio, Strategic Planning, Software Project..., Integration, Requirements Analysis, Business Process..., Technical Writing, Software Documentation, Pharmaceutics, Sr. Business Analyst, Process & Project..., Siebel Certified, Development, ITIL Certified, Siebel, User Acceptance Testing, Test Automation, SQL, Technical Delivery..., Healthcare Information..., Interfaces
Education
Montreat College 2010 — 2012
Masters of Science, Management and Leadership (MSML)
Asbury College
North Carolina State University
PreLaw & Mass Communication
Wells Fargo July 2013 - Present
Wells Fargo May 2012 - July 2013
Wells Fargo 2011 - 2012
Wachovia 2011 - 2011
Rosetta Stone 2008 - 2011
Skills
Account Management, Sales, Sales Process, Solution Selling, Direct Sales, Sales Management, Cold Calling, Customer Service, Sales Operations, Training, Recruiting, Selling, Lead Generation, Team Leadership, B2B, Team Building, Sales Presentations, Retail
Education
Appalachian State University 2001 — 2005
Bachelor of Science (BS), Sociology
Appalachian State University
A Total Solution, Inc. January 1997 - Present
Lowe's 1997 - Present
Emory University July 2009 - October 2009
Wachovia 1999 - 2001
Ross Stores January 1997 - June 1997
Aflac 1993 - 1996
Skills
PeopleSoft, PeopleCode, SQR, Oracle, DB2, Payroll, HRIS, SQL, Crystal Reports, Business Analysis, Kronos, Employee Benefits, Business Process, SDLC, Data Conversion, System Administration, ADP Payroll, PeopleTools, Requirements Analysis, COBOL, Database Administration, Human Resources, Training, Composite, Teradata Data Warehouse, JCL, Payroll Analysis, Benefits Analysis, Hiring Practices, Data Interfaces, Globalization, JDA, Microstrategy, Leadership, Business Intelligence, Data Modeling, Visio, Recruiting, Strategy, Software Implementation, ETL, Integration, SharePoint, Data Warehousing, Software Project..., Business Process..., IT Strategy, Systems Analysis, Oracle Applications, Vendor Management
Education
Auburn University 1988 — 1993
BS, Computer Engineering
Duke Energy Corporation December 2010 - Present
Duke Energy March 2010 - December 2010
Duke Energy December 2008 - March 2010
Wachovia June 2008 - December 2008
Wachovia, A Wells Fargo Company July 2007 - June 2008
Skills
Vendor Management, Process Improvement, Leadership, Program Management, Management, Budgets, Strategic Planning, Business Process, Contract Management, Customer Satisfaction, Customer Service, Marketing, Auditing, Time Management
Education
Appalachian State University 2002 — 2007
B.S, MBA, Business Administration
Purecloud at Interactive Intelligence February 2012 - Present
WebAssign May 2010 - February 2012
BlueStripe February 2009 - May 2010
cognitivevent.com October 2008 - February 2009
Lulu Enterprises April 2007 - October 2008
Wachovia December 2006 - April 2007
Wachovia FirstPlace February 2006 - December 2006
TekSystems November 2004 - January 2006
S1 Corporation December 1995 - August 2004
Peachtree Software April 1994 - December 1995
Skills
Product Management, E-commerce, Internationalization, Financial Transactions, User Experience, User Interface Design, Prototyping, Analysis, Information Architecture, Usability Testing, Interaction Design, User Interface, User-centered Design, Agile, Web Applications, CSS, HTML, Web Development, DHTML, Requirements Analysis, Web Design, SEO, Accessibility, Product Development, Web Analytics, Graphic Design, Analytics, Photoshop, Visio, Technical Writing, Scrum, Enterprise Software, Heuristic Evaluation, Industrial Design, Design Leadership, Social Design, Customer Service, Management, Prototype, Agile Methodologies, HTML 5, Change Management, Concept Ideation, Personas, Brainstorming, User Research, Wireframes, Usability Engineering, Mobile Applications, Software Design
Education
Auburn University 1978 — 1983
B.IND
Children's of Alabama March 2012 - Present
Cadence Bank, N.A. November 2011 - February 2012
Superior Bank, N.A. August 2007 - November 2011
Wachovia January 2005 - August 2007
SouthTrust Bank May 2004 - December 2004
SouthTrust Bank November 2002 - May 2004
SouthTrust Bank June 2002 - November 2002
Skills
Onboarding, Employee Relations, Employee Benefits, Applicant Tracking..., Human Resources, Recruiting, Performance Management, Deferred Compensation, FMLA, HRIS, Benefits Administration, Talent Management, HR Policies, College Recruiting, Talent Acquisition, Employee Engagement
Education
Auburn University 1998 — 2002
Bachelor of Science in Business Administration, Human Resources
FirstBank May 2011 - Present
Wachovia August 2004 - March 2008
Skills
Banking, Finance, Financial Analysis, Management, Core Banking, Internet Banking, Customer Service, Branch Banking, Real Estate, ACH, Entrepreneurship, Call Centers, Marketing Strategy, Loans, Credit, Credit Analysis, Commercial Lending, Commercial Banking, Consumer Lending, Mortgage Lending
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
Master of Business Administration
Arizona State University, W. P. Carey School of Business 2000 — 2003
Bachelors in Finance, Management, International Business
Bank of America March 2010 - March 2013
Well Fargo Advisors October 2009 - July 2010
Wachovia Bank September 2006 - January 2009
Wachovia September 2006 - January 2009
Skills
Change Management, Project Portfolio..., Vendor Management, SharePoint, Business Analysis, Program Management
Education
Athens State University 1967 — 1970
Wells Fargo March 2014 - Present
Wells Fargo Bank December 2011 - March 2014
Wachovia, A Wells Fargo Company May 2009 - December 2011
Wells Fargo 2009 - December 2011
Wachovia April 2007 - May 2009
Wachovia January 2006 - May 2007
ConAgra 2001 - 2006
Conagra Foods, Inc. January 2001 - December 2005
Sara Lee December 1999 - September 2000
Bank of America March 1989 - January 1999
Skills
Management, Process Improvement, Supply Chain Management, Strategic Partnerships, Program Management, Leadership, Strategy, Contract Negotiation, Performance Management, Vendor Management, Procurement, Strategic Sourcing, Change Management, Cross-functional Team..., Outsourcing, Sourcing, Supply Management, Recruiting, Sales, Training
Education
Bellevue University 2002 — 2004
BA, LAPA
Cornell University 2001 — 2003
CCTE, Certified Corp Travel Exec
Appalachian State University 1976 — 1979
Commerical Art/Interior Design
William HS, Burlington, NC 1973 — 1976
Green Leaf 2013 - Present
TIAA-Cref November 2006 - April 2011
Wachovia 2002 - 2006
Arthur Andersen February 1997 - January 2001
Skills
Risk Management, CISSP, IT Audit, Business Analysis, CISA, SDLC, Vendor Management, Enterprise Risk..., Information Security, Project Management, PMP, Information Security..., IT Strategy, Disaster Recovery, Information Technology, IT Management, Security
Education
University of South Carolina-Columbia 1990 — 2005
Arizona State University 1995 — 1997
MACC, information systems
Wells Fargo October 2013 - Present
Wells Fargo June 1996 - Present
Wells Fargo December 2009 - October 2013
Wachovia, A Wells Fargo Company February 2009 - December 2009
Wells Fargo November 2004 - January 2009
Wachovia April 2002 - November 2004
Wachovia June 2001 - April 2002
Wachovia December 1997 - June 2001
Skills
Networking, Integration, Network Engineering, Vendor Management, Security, Data Center, Disaster Recovery, Risk Management, System Administration, Management, Business Analysis, IT Strategy, SDLC, Team Leadership, Enterprise Architecture, Change Management, Visio, Process Improvement, PMP, ITIL, SharePoint, Project Portfolio..., IT Service Management, PMO, IT Operations, Business Intelligence, Program Management
Education
Appalachian State University
Bachler of Science in Business Administration, Computer Information Systems
Wachovia Bank PM3Wells Fargo2009 - Present
Wachovia 1998 - Present
Wachovia, A Wells Fargo Company 1997 - Present
Wells Fargo Bank 1989 - Present
Education
Appalachian State University 1978 — 1983
Wells Fargo November 2013 - Present
TEKsystems January 2013 - November 2013
TEKsystems on Site at Bank of America August 2011 - January 2013
Charlotte WebPROS, Inc. May 2001 - September 2011
Wachovia August 2010 - August 2011
Easysoft Solutions 2000 - 2001
Bank of America 1997 - 1999
Skills
ASP.NET, C#, ASP.NET MVC, MVC, MVC Razor, Microsoft SQL Server, SQL, HTML, CSS, SQL Server, LINQ, Entity Framework, Visual Studio, jQuery, jQuery UI, TFS, Microsoft CRM, XML, ADO.NET, IIS, Web Applications, Web Application Design, SEO, HTML 5, Balsamiq U/I Mock Ups, ReSharper, AJAX, AJAX Toolkit, JSON, Windows Server, Dreamweaver, Data Modeling, Relational Databases, JavaScript, Microsoft Dynamics, Database-driven Web..., Adobe Creative Suite, Lightroom, UI / UX Design and..., Website Building, Website Development, N-tier, Agile Methodologies, Extreme Programming, Version One, Business Process..., Business Analysis, Database Design
Education
Appalachian State University 1989 — 1993
Bachelor of Science, Computer Information Systems
The Art Institute of Charlotte 2002 — 2003
Web Design Track, Web Design
MedAssets January 2014 - Present
MedAssets July 2012 - December 2013
MedAssets April 2011 - July 2012
MedAssets March 2010 - March 2011
Stockamp, A Huron Consulting Group Practice June 2008 - December 2009
Stockamp & Associates October 2007 - June 2008
ABE Federal Credit Union August 2006 - October 2007
Wachovia 2003 - 2006
Skills
Revenue Cycle Management, Product Management, Management Consulting, Consulting, Business Analysis, Healthcare, Revenue Cycle, Process Improvement, Management, Healthcare Consulting, Managed Care, Training, Analysis, Business Process..., Hospitals, Healthcare Management, Accounts Receivable
Education
Appalachian State University - Walker College of Business 2004 — 2005
MBA, Finance
Appalachian State University 2000 — 2004
Bachelor, Computer Information Systems
Wells Fargo Advisors September 2010 - Present
Wachovia May 1997 - November 2010
GTE Government Systems June 1996 - June 1997
Skills
Websphere, WebSphere Application..., SOA, Enterprise Architecture, Solaris, Unix Shell Scripting, Design Patterns, Unix, Perl, SQL
Education
Appalachian State University 1991 — 1996
BS, Computer Science
TIAA-CREF April 2014 - Present
Bank of America January 2011 - Present
Bank of America (Collabera/Premier Alliance) October 2012 - April 2014
Signature Consultants July 2009 - November 2010
Bank of america April 2007 - March 2009
CSI Deleeuw 2009 - 2009
Wachovia April 2005 - February 2007
Wachovia Bank April 2002 - April 2005
Wachovia Bank May 2000 - April 2002
GMAC Insurance 1990 - 2000
Skills
Financial Analysis, Process Improvement, Financial Modeling, Banking, Budgets, Project Management, Analysis, Portfolio Management, Change Management, Finance, Risk Management, Credit, Access, New Business Development, Business Analysis, Negotiation, Financial Risk, Business Process..., Retail Banking, Strategic Planning, Leadership
Education
Appalachian State University 1996 — 1999
MBA, Finance
Appalachian State University 1986 — 1990
Master of Business Administration (MBA)
Cameron M. Harris & Company November 2014 - Present
Wells Fargo Insurance Services September 2012 - November 2014
Wachovia June 2006 - September 2012
Wells Fargo July 2004 - June 2006
Skills
Banking, Risk Management, Underwriting, Insurance, Commercial Insurance, Property & Casualty..., General Insurance, Workers Compensation, Liability, Brokers, Casualty Insurance, Professional Liability, Management, Umbrella Insurance
Education
Appalachian State University 2000 — 2001
MBA
Appalachian State University 1995 — 1998
BSBA, Finance / Risk and Insurance
MUFG in the Americas May 2014 - Present
Fifth Third Bank April 2010 - May 2014
SunTrust Bank April 2008 - April 2010
Washington Mutual October 2007 - March 2008
Wachovia July 2004 - October 2007
Wells Fargo 2003 - 2004
Skills
Credit, Portfolio Management, Loans, Cash Management, Mergers & Acquisitions, Accounting, Underwriting, Finance, Treasury Management, Financial Reporting, Leadership, Commercial Lending
Education
Auburn University 1999 — 2003
Pope high school
Kailo Healthcare Technologies August 2014 - Present
Wake Forest University Baptist Health September 2012 - August 2014
Wake Forest University School of Medicine September 1999 - September 2012
NCBH October 1998 - November 1999
Wachovia March 1992 - October 1998
Skills
EDI, Active Directory, System Administration, Troubleshooting, Windows 7, Operating Systems, Computer Hardware, Software Documentation, Access, Network Security, Servers, Microsoft Excel, Customer Service, SharePoint, Technical Support, Networking, Visio, Windows XP, Healthcare Information..., Process Improvement, XP
Education
High Point University 2006 — 2009
MBA
High Point University 2003 — 2005
BS, Business Administration
Forsyth Technical Community College 1998 — 2001
AS, Networking Administration
Appalachian State University 1987 — 1991
Computer Information Systems
Duke Energy Corporation August 2015 - Present
Bank of America April 2005 - August 2015
Wachovia June 2004 - March 2005
IBM Global Services June 1998 - June 2004
Skills
Capital Markets, Banking, Fixed Income, SDLC, Investment Banking, Trading Systems, Software Project..., Requirements Analysis, SQL, Leadership, Requirements Gathering, Enterprise Architecture, Oracle, Software Development, Agile Methodologies, Integration, Business Analysis
Education
Appalachian State University 1992 — 1998
Wells Fargo August 2007 - Present
Wachovia Bank July 2001 - August 2007
Wachovia August 1996 - May 2001
Education
Appalachian State University 1987 — 1991
Bank of America May 2010 - Present
Wachovia September 2008 - February 2010
Etrade Financial March 1999 - July 2008
E*TRADE Financial 1999 - 2008
Skills
Banking, Equities, Risk Management, Financial Services, Securities, Series 24, Series 7
Education
Appalachian State University 1994 — 1998
Time Warner Cable April 2014 - Present
Time Warner Cable January 2013 - March 2014
Time Warner Cable October 2009 - December 2012
Time Warner Cable January 2008 - September 2009
Time Warner Cable October 2006 - January 2008
Wachovia January 2004 - October 2006
Wachovia December 1999 - January 2004
Keane May 1998 - December 1999
Skills
Data Warehousing, SDLC, Business Intelligence, Business Analysis, ETL, Program Management, Project Management, PMO Services, CRM, Requirements Analysis, Vendor Management, Project Portfolio..., Visio, Integration, Requirements Gathering, PMO, IT Strategy, Software Project..., Solution Architecture, Business Process
Education
Appalachian State University 1994 — 1998
Bachelors, Marketing, Management
Jefferies & Company February 2002 - Present
Wachovia October 1999 - February 2002
ABN AMRO January 1999 - January 2000
Banc of America Securities September 1990 - January 1999
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance
Arizona State University 1982 — 1985
Bachelor of Science, Finance
Loyola University Chicago
Guilford Savings Bank May 2013 - Present
Sovereign Bank October 2011 - May 2013
Sovereign Bank July 2010 - October 2011
Wachovia October 2007 - July 2010
Equifirst December 2006 - October 2007
Aames Home Loan June 2005 - December 2006
Equity Concepts INC June 2003 - June 2005
Home Loan And Investment Bank 2001 - 2003
Skills
Relationship Management, Recruiting, Banking, Financial Services, Commercial Banking, Risk Management, Underwriting, Sales, Refinance, Credit Analysis, Small Business Lending, Credit, Retail Banking, Residential Mortgages, Loans, Mortgage Lending, Finance, Investments, Mortgage Banking, Training, Loan Origination, FHA, Consumer Lending, Portfolio Management, Commercial Lending, USDA, FHA financing, Insurance, Funding, VA loans
Education
Assumption College 1997 — 2001
Bachelor of Arts (BA), Psychology
Ally Financial Inc. 2011 - Present
Bank of America 1997 - 2011
Wachovia 1993 - 1996
Education
Appalachian State University
Wells Fargo May 2014 - Present
Wells Fargo June 2009 - May 2014
Wachovia March 2003 - June 2009
Lowe's Home Improvement 2001 - 2003
Aon Consulting 1997 - 2001
Wachovia 1994 - 1997
Skills
Risk Management, Business Continuity, Operational Risk..., Information Security..., Internal Audit, Retail Banking, Operational Risk, Financial Services, Enterprise Risk..., Vendor Management, Banking, Governance, Business Continuity..., Financial Risk, Risk Assessment, Business Process..., Incident Management, Risk Analysis, Business Analysis, Disaster Recovery, Financial Analysis, Credit Risk, Fraud, Information Security, Process Improvement, Crisis Management
Education
Appalachian State University 1997 — 1999
MBA, Business
Appalachian State University 1990 — 1994
Bachelor of Science, Business Administration
Petterson Consulting Inc October 2013 - Present
Petterson Consulting Inc October 2012 - September 2013
Petterson Consulting Inc September 2012 - September 2012
Petterson Consulting Inc March 2012 - August 2012
Petterson Consulting Inc April 2011 - December 2011
Petterson Consulting, Inc. November 2010 - April 2011
Petterson Consulting June 2009 - October 2010
TUSC January 2009 - May 2009
Wachovia January 2005 - January 2009
Petterson Consulting, Inc. February 2004 - July 2005
Skills
Oracle E-Business Suite, Oracle Applications, HP-UX, Solaris, Databases, AIX, System Administration, Oracle Financials, Performance Tuning, PL/SQL, Oracle SQL, ERP, Oracle Discoverer, Database Administration, Oracle Application..., Shell Scripting, Unix, High Availability, SDLC, Enterprise Architecture, SQL*Plus, Grid Control, SQL Tuning, Requirements Analysis, Unix Shell Scripting, Integration, IT Strategy, Solution Architecture, Data Migration, Oracle, Oracle Enterprise..., Oracle RAC, Program Management, Database Design, Process Improvement, Testing, Red Hat Linux, Enterprise Software, Data Warehousing
Education
Appalachian State University 1983 — 1987
BS, Computer Science
Resources Global Professionals April 2009 - Present
Deloitte Consulting October 2007 - April 2009
IBM August 2000 - July 2007
Arthur Andersen August 1998 - March 2000
Wachovia April 1997 - July 1998
Northern Trust Retirement Consulting August 1994 - February 1997
Education
Auburn University 1988 — 1992
BA, Philosopy
stay at home dad 2009 - Present
Wachovia 2005 - 2009
Wachovia 1997 - 2008
First Union National Bank 1997 - 2008
First Union 1997 - 2008
IBM 1995 - 1995
Skills
Wealth Management, Marketing Communications, Portfolio Management, Small Business, Business Analysis, Strategic Planning, Sales Management, Banking, Business Development, Mutual Funds, Strategic Financial..., Asset Allocation, Securities, Retirement Planning, Investments, New Business Development, Asset Management, Insurance, Financial Analysis, Investment Management, Estate Planning, Equities, Investment Strategies
Education
Presbyterian College 1993 — 1996
BS, Business Administration and Management, General
Appalachian State University 1992 — 1993
Semi- Retired 2005 - Present
Marketing Reinforcements October 2009 - February 2012
Sprint Nextel Corporation April 2004 - April 2008
Best Software August 2003 - April 2004
APlus Consulting 2000 - 2002
Fair Isaac February 1998 - November 2001
Wachovia November 1995 - February 1998
First Card 1987 - 1996
JPMorgan Chase ( First Chicago/ First Card/ Bank One) 1987 - 1995
First Chicago 1980 - 1995
Skills
Direct Marketing, Cross-functional Team..., CRM, Analytics, Strategy
Education
Northwestern University - Kellogg School of Management 1980 — 1982
MM, MIS and Accounting
Arizona State University 1971 — 1976
BS, Psychology
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities August 2013 - June 2015
Wells Fargo September 2012 - August 2013
Wells Fargo June 2010 - September 2012
Wells Fargo January 2009 - June 2010
Wachovia June 2007 - January 2009
Skills
Risk Management, Internal Audit, Financial Risk, Enterprise Risk..., Auditing, Data Analysis, Financial Analysis, Leadership, Operational Risk..., Operational Risk, Internal Controls, Financial Services
Education
Appalachian State University 2006 — 2007
MBA
Appalachian State University 2002 — 2006
BSBA, Business Management, Hospitality and Tourism Management
Bank of America March 2013 - Present
Bed Bath & Beyond April 2011 - March 2013
Wachovia, A Wells Fargo Company October 2008 - October 2011
Wachovia April 2008 - October 2008
Wachovia March 2006 - April 2008
Wachovia February 2001 - March 2006
First Union Mortgage Corporation December 1998 - February 2001
Skills
Mortgage Lending, Loans, Credit, Banking, Mortgage Banking, Cross Selling, Residential Mortgages, Retail Banking, Consumer Lending, Loan Origination, Refinance, Series 63, Asset Based Lending, Relationship Management, Series 6, Sales, New Business Development, Customer Service, Home Equity, Financial Services, Leadership, Investments, Finance, Coaching, Call Centers, Wealth Management, Business Development, Credit Cards, Deposits, Cash Management, Commercial Banking
Education
Appalachian State University 1992 — 1996
Appalachian State University
BS, Business Management
Keller Williams Real Estate April 2010 - June 2013
Keller Williams Real Estate 2010 - June 2013
Dawn Appraisal January 2009 - April 2010
Wachovia July 2006 - December 2009
Skills
Foreclosures, First Time Home Buyers, REO, Single Family Homes, Short Sales, Relocation, Condos, Customer Service, FHA, Negotiation, Real Estate, Contract Negotiation, Investment Properties, Residential Homes, Investors, Sellers
Education
Ashford University 2014 — 2015
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Portland State University 2013 — 2015
Brigham Young University 1999 — 2004
Wells Fargo April 2012 - Present
Wells Fargo September 2009 - April 2012
Wachovia September 2008 - September 2009
Wachovia November 2006 - September 2008
Equity Residential Properties Trust February 2006 - November 2006
Equity Residential Properties Trust January 2005 - February 2006
Skills
Financial Analysis, Real Estate, Vendor Management, Property Management, Asset Managment, Analysis, Asset Management, Budgets, Contract Management, Contract Negotiation, Corporate Real Estate, Customer Service, Investments, Portfolio Management, Process Improvement, Program Management, Project Management, Relationship Management, Risk Management, Banking
Education
North Carolina State University 2003 — 2005
BA, Communication
Appalachian State University 2001 — 2003
Wachovia Community Banking Human Resources ManagerWachovia, A Wells Fargo Company2010 - Present
Wells Fargo 2010 - Present
Wachovia 2001 - 2008
Bank of America June 2000 - April 2001
Skills
Employee Engagement, Employee Relations, Financial Services, HR Policies, Human Resources, Leadership, Leadership Development, Onboarding, Performance Management, Succession Planning, Talent Acquisition, Talent Management, Team Building, Recruiting, College Recruiting, Management, Process Improvement
Education
Appalachian State University 1995 — 1997
Masters, Industrial/Organizational Psychology & Human Resource Management
Washington and Lee University 1992 — 1995
First Republic Bank October 2011 - Present
wachovia December 2003 - October 2007
world savings 2004 - 2007
Chase Home Finance August 2001 - November 2003
Skills
Credit Analysis, Loans, Finance, Mortgage Underwriting, Banking, Credit Risk, Portfolio Management, Financial Risk, Financial Analysis, Risk Management, Investments
Education
Asian Institute of Technology 1999 — 2001
Master of Business Administration (MBA), International Business
Asian Institute of Technology 1999 — 2001
Master of Business Administration (M.B.A.), International Business
Yangon Science and Art University 1993 — 1996
B.Sc, Physics
Wachovia VP, Leadership Development ConsultantWachovia BankApril 2004 - January 2007
Education
Appalachian State University
University of North Carolina at Charlotte
Certification, Organizational Development
JPMorgan Chase March 2010 - Present
Wachovia July 2008 - June 2009
Washington Mutual Bank January 2000 - June 2008
Skills
Refinance, Banking, Construction Loans, Credit, Credit Analysis, FHA, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Residential Mortgages, Sales
Education
Assumption College
SEPA Area Health Education Center July 2012 - Present
Temple University 2011 - Present
Metropolitan Career Center November 1997 - August 2010
Main Line Paralegal Institute April 1990 - April 1996
Wachovia June 1979 - June 1989
Skills
Grant Writing, Program Development, Operations Management, Non-profits, Policy, Strategy Facilitation, Classroom Instruction
Education
Temple University - Fox School of Business and Management 1995 — 1998
MBA, International Business
Arcadia University 1979 — 1984
BS, Business Administration, Marketing
Wells Fargo December 2013 - Present
Wells Fargo July 2010 - December 2013
Wachovia Bank February 2009 - July 2010
Wachovia January 2006 - February 2009
Wachovia March 2004 - January 2006
Wachovia October 2003 - March 2004
Skills
Risk Management, Internal Audit, Auditing, Banking, Internal Controls, Operational Risk..., Enterprise Risk..., Risk Assessment, AML, Operational Risk, Financial Services, Wealth Management, Risk Analysis, OFAC
Education
Cannon Financial Institute - Investment Management 2014 — 2015
Cannon Financial Institute - Trust Audit, Compliance & Risk Management 2011 — 2013
Appalachian State University 2002 — 2003
MBA
Appalachian State University 1998 — 2002
BSBA, Information Systems
Brilliant Sky Toys & Books February 2008 - Present
Bank of America March 1993 - Present
Wachovia 1999 - 2002
Skills
Middle Office, Derivatives, Capital Markets, CDO, Credit Derivatives, Financial Reporting, Mortgage Banking
Education
ASU 1988 — 1992
Accounting
Appalachian State University 1988 — 1992
BSBA, Accounting
South Meck 1985 — 1988
ASU
BSBA, Accounting
Wells Fargo Home Mortgage September 2007 - Present
Wachovia September 2007 - February 2009
Equifirst February 2007 - July 2007
Wilmington Finance October 2001 - February 2007
Skills
Mortgage Lending, Underwriting, Loans, Credit, Compliance, Retail, Auditing, Risk, Mortgage Industry, Mortgage, Credit Analysis, FHA, Banking, Financial Risk, Loan Origination, Consumer Lending, Mortgage Banking
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2000
BA, Risk Management
Appalachian State University 1994 — 1997
Transferred, Risk Management
McKean Family November 2013 - Present
TEKsystems March 2012 - November 2013
Accrue Partners June 2011 - August 2011
Accrue Partners 2005 - 2006
Wachovia 2002 - 2005
Accountants Inc. 1999 - 2002
TekSystems 1998 - 1999
Skills
Applicant Tracking..., Technical Recruiting, Talent Acquisition, Staffing Services, Internet Recruiting, Sourcing, Cold Calling, Management, CRM, Networking, Vendor Management, Time Management, Staff Augmentation, Temporary Placement, Sales, Screening, Business Development, SharePoint, Information Technology, Telecommunications, Workforce Planning, Recruiting, Contract Recruitment, Personnel Management, IT Service Management, IT Recruitment, Building Relationships, Skill Assessment, Relationship Management, SDLC, Screening Resumes, Follow Through, Permanent Placement, Following Up, Benefits Negotiation, Long Term Relationship..., Talent Management, College Recruiting
Education
Appalachian State University 1994 — 1998
Bachelor of Science, Communication
Albemarle High School 1990 — 1994
Cabarrus County November 2012 - Present
Town of Harrisburg, NC 2000 - Present
Central Piedmont Community College August 1990 - June 2012
Wells Fargo February 2011 - December 2011
Ally Financial, Inc July 2010 - November 2010
Wells Fargo January 2010 - June 2010
Wachovia September 2007 - December 2009
Wachovia April 2007 - June 2007
Wachovia, A Wells Fargo Company September 2003 - April 2007
Skills
Visio, SharePoint, MS Project, Project Management, Risk Management, Change Management, Technical Writing, Access, Disaster Recovery, Business Process, Project Planning, Management
Education
UNC 2001 — 2002
Credits toward IT certification
Appalachian State University 1975 — 1989
B.S., M.A.
Ryan Homes Sales & Settlements AdministratorRyn HomesApril 2006 - January 2008
Wachovia August 2003 - April 2006
Skills
Customer Service, Leadership, Real Estate, Sales, Management, Time Management, Account Management, Marketing, Budgets, Training
Education
Appalachian State University 1998 — 2002
BA, Mathematics
Conor Acquisitions April 2011 - Present
National Hospitality Consulting Group January 2010 - December 2012
Wachovia July 2008 - August 2009
Americorps June 2003 - August 2003
Skills
Financial Analysis, Budgets, Hospitality, Forecasting, Strategic Planning, Contract Negotiation, Accounting, Financial Modeling, Leadership, Hotel Management, Investments, Finance, Management, Analysis, Microsoft Excel
Education
Aston University 2008 — 2008
University of Florida - Warrington College Of Business 2007 — 2008
Masters, International Business
University of Florida 2003 — 2007
Bachelor, Finance
Rels Valuation February 2010 - Present
Arizona Board of Appraisal January 2015 - July 2015
Appraisal Board 2011 - 2013
Desert Hills Bank November 2008 - July 2010
Wachovia March 2003 - November 2008
Skills
Foreclosures, Single Family Homes, Mortgage Lending, Residential Homes, Sales, FHA, Real Estate, Refinance, Leadership, Appraisals, Short Sales, Real Estate Transactions, Selling, Credit, REO, Customer Service, Investment Properties, Loan Origination, Real Estate Development, Sellers, First Time Home Buyers, Property Management, Negotiation, Mortgage Banking, Residential Mortgages, Relocation, Investors, Loss Mitigation, Loans, Underwriting, Marketing, Condos, Appraisal Skills, Strategic Planning
Education
Arizona State University 1996 — 2001
BS, Justice Studies
Wells Fargo 2009 - Present
ISC2 2011 - 2011
Wachovia Bank 2006 - 2008
Wachovia 2003 - 2006
Wachovia 2001 - 2003
Data Directions, Inc. 1995 - 2000
Skills
Information Security, Information Security..., Code Review, Software Development, Cisco Technologies, Windows
Education
University of North Carolina at Charlotte 2004 — 2006
Graduate Certificate, Information Security
Kansas State University 1993 — 1995
M.S., Environmental Engineering
Iowa State University 1987 — 1991
Ph.D., Biological and Agricultural Engineering
Asian Institute of Technology 1985 — 1986
M.Engg., Agricultural and Food Engineering
Tamil Nadu Agricultural University 1979 — 1984
B.E. (AG), Agricultural Engineering
Washington Trust Bank April 2014 - Present
Wells Fargo August 2010 - April 2014
Idaho Central Credit Union June 2009 - August 2010
Wachovia February 2007 - October 2008
World Savings January 2005 - February 2007
Skills
Financial Analysis, Leadership, Commercial Real Estate, Loss Mitigation, Loans, Mortgage Banking, Relationship Management, Underwriting, Management, Loan Origination, Mortgage Lending, Mortgage Servicing, Risk Management, Finance, Credit
Education
Arizona State University - W. P. Carey School of Business 2007 — 2009
MBA, Business
Brigham Young University 2001 — 2003
Bachelor's degree, Finance, General
Regions Financial Corporation March 2012 - Present
ADTRAV November 2010 - March 2012
BBVA Compass August 2009 - November 2010
Wachovia Bank April 2005 - October 2008
Wachovia 1993 - 2008
Education
Auburn University
Viewpointe March 2014 - Present
Bank of America May 2010 - March 2014
Wells Fargo December 2008 - May 2010
IBM March 2006 - November 2008
Wachovia, A Wells Fargo Company November 2005 - 2006
Wachovia August 2004 - November 2005
Skills
Databases, Process Improvement, Servers, Security
Education
Appalachian State University 2000 — 2004
Bachelors, Information Systems
Wells Fargo May 2014 - Present
Wells Fargo 2009 - May 2014
Wachovia 2004 - 2009
First Union / Wachovia 1999 - 2004
ESI Inc. of Tennessee 1989 - 1999
Southern Company Services, Inc. 1984 - 1989
Skills
Data Analysis, Compliance, Auditing, Audit, Problem Solving, Testing, Internal Audit, Process Improvement, Risk Assessment, Risk Management, Business Analysis, Internal Controls, Excel, Access, ACL, Word, SQL, Microsoft Office, Data Mining, Analysis, Risk, PowerPoint, Fraud, Analytics, CAMS, ACDA, PE, Financial Risk, Banking, Enterprise Risk..., Operational Risk, Operational Risk..., IT Audit, Business Process..., Sarbanes-Oxley Act, Financial Analysis, Microsoft Excel
Education
University of Alabama at Birmingham 1985 — 1987
MSCE, Civil Engineering
Auburn University 1978 — 1984
BSCE, Civil Engineering
South State Bank April 2013 - Present
South State Bank February 2012 - April 2013
South State Bank May 2007 - January 2012
United Community Bank 2004 - 2007
Wachovia 2001 - 2004
Wachovia Bank 1995 - 2001
Skills
Banking, Commercial Banking, Risk Management, Credit, Finance, Mergers & Acquisitions, Financial Analysis, Cash Management, Credit Analysis, Corporate Finance
Education
Appalachian State University 1980 — 1984
BSBA, Accounting
Apple Inc. September 2010 - Present
Wells Fargo Bank January 2009 - August 2010
Wachovia August 2007 - December 2009
Lowe's Home Improvement May 2005 - August 2007
Skills
VPN, Routing, Citrix, Juniper, CCNP, Cisco Nexus, Payment Industry, Switching, JUNOS, CWNA, Cisco Technologies, Data Center, Load Balancing, SSL, Netscaler, DNS, Disaster Recovery, OS X, Network Engineering, Firewalls, Cisco IOS, Routers, Global Server Load..., Dynamic Content..., Applications Delivery, Access Points, Web Applications, iOS, Mac OS X, Client Certificate..., Surveying, Network Security, Networking, Security, Wireless, TCP/IP, Integration, F5 BigIP, Cloud Computing
Education
Appalachian State University 2003 — 2005
BSBA, Information Systems
Surry Community College 2001 — 2003
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Citrix conferences
Wake Forest University September 2011 - Present
Wachovia Bank April 2005 - September 2011
Wachovia January 2002 - April 2005
Wachovia May 1998 - January 2002
Skills
Project Management, Project Planning, Mergers, Projects, Performance Management, Human Resources, Vendor Management, Risk Management, Business Process..., Project Portfolio..., MS Project, Program Management, Leadership, Management, Process Improvement, Team Leadership, Team Building, Business Analysis, Change Management, Training, Microsoft Office, Budgets
Education
High Point University 1999 — 2001
MBA, Management
Appalachian State University 1985 — 1989
BSBA, Management
Express Scripts June 2013 - Present
Express Scripts February 2013 - June 2013
Express Scripts May 2010 - February 2013
Express Scripts November 2007 - May 2010
Delta Dental of Virginia August 2003 - September 2007
Wachovia February 2002 - August 2003
Keane January 1998 - December 2001
Education
Wake Forest University School of Business 2000 — 2002
MBA
Appalachian State University 1995 — 1997
BSBA, Computer Information Systems
University of North Carolina at Charlotte 1993 — 1995
Wells Fargo September 2000 - Present
Wells Fargo 2000 - Present
Wachovia May 2008 - October 2008
Deustche Bank July 1996 - September 2000
Education
Auburn University 1989 — 1993
BS, International Business (Finance Concentration)
Frachon Risk Management August 2013 - Present
CommScope February 2012 - July 2013
CommScope June 2010 - February 2012
Wachovia February 2003 - July 2009
OFS Fitel, LLC February 2002 - February 2003
Alcatel-Lucent 1983 - 2002
Skills
Risk Management, Management Consulting, Mergers, Cash Management, Finance, Banking, Credit, Vendor Management, Insurance, Mergers & Acquisitions, Negotiation, Treasury Management, Financial Analysis, Executive Management, Portfolio Management, Strategy
Education
Appalachian State University
MBA, Business Administration
Gardner-Webb University
BS, Business
CIT February 2014 - Present
Wells Fargo July 2012 - February 2014
Wells Fargo Advisors December 2008 - July 2012
Wachovia January 2008 - July 2008
Bank of America May 2007 - January 2008
Skills
Credit, Banking, Credit Analysis, Risk Management, Financial Analysis, Customer Service, Portfolio Management, Commercial Lending, Loans
Education
Appalachian State University 2002 — 2006
BA, Finance
5th/3rd Bank February 2009 - Present
Wachovia October 2006 - November 2008
World Savings September 2000 - October 2006
Norwest Mortgage 1992 - 1997
Skills
Real Estate, Appraisals, appraisal review, REO, Contract Negotiation, FHA, Foreclosures, Mortgage Lending, Loans, Refinance, Mortgage Banking, Underwriting, Loan Origination, Credit, Investment Properties
Education
Ashland University 1984 — 1987
M.B.A., Business
The Ohio State University 1974 — 1978
B.S., Agricultural Economics
United States Air Force Academy 1973 — 1974
N/A
Wells Fargo Home Mortgage January 2009 - Present
Wachovia February 1996 - October 2008
Skills
Loans, Underwriting, Mortgage Lending, Analysis, Training, Management
Education
Arizona State University 1992 — 1993
Business
Mesa Community College 1990 — 1992
Associate in Arts
Agua Fria High School 1984 — 1988
R. J. Reynolds Tobacco Co. July 2001 - Present
Wachovia June 1992 - July 2001
Skills
Portfolio Management, Trade Marketing, Market Planning, Management, Market Analysis, Strategy, Competitive Analysis, Credit, Accounting, Marketing, Cross-functional Team..., Finance, Business Analysis, Investments, Brand Management, Supply Chain, Marketing Strategy, Customer Insight, Marketing Research, SAP, Strategic Planning, Pricing, Forecasting, Budgets, Consumer Products, FMCG, Financial Analysis, Loans, Strategic Thinking, Analysis, Key Account Development, Account Management, Process Improvement, Compliance, Hyperion Enterprise
Education
Gardner-Webb University 2002 — 2004
Masters, Business Administration
Appalachian State University 1986 — 1990
Bachelor of Science, Mathematics
White Oak
Wells Fargo 2009 - Present
wachovia 2007 - 2009
Wachovia Bank 2000 - 2006
Skills
Banking, Investment Banking, Financial Analysis, Treasury Management, Credit, Risk Management, Capital Markets, Credit Analysis, Financial Modeling, Credit Risk, Portfolio Management, Loans, Financial Risk, Fixed Income, Securities
Education
Arizona State University 1985 — 1986
BS, Accounting
Minnesota State University, Moorhead 1977 — 1981
North Dakota State University 1976 — 1981
Wells Fargo July 2015 - Present
Wells Fargo July 2011 - Present
Wachovia March 2009 - July 2011
Charlotte Regional Realtors Association 2007 - 2008
Carolina Panthers 2003 - 2005
Skills
Sales, Marketing, Accounting, Recruiting, Budget, Customer Service, Real Estate, Project Management, Access, Leadership, CRM, Social Media, Event Management, Analysis, Microsoft Excel, Banking, Social Media Marketing
Education
Appalachain State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
Appalachian State University 1999 — 2003
BSBA, Marketing
Local Concord CPA Firm April 2011 - October 2011
Wells Fargo October 2009 - April 2011
Wachovia / Wells Fargo August 2003 - September 2009
Wachovia July 2002 - July 2003
Wachovia April 1999 - June 2002
Wachovia June 1997 - March 1999
Wachovia March 1994 - May 1997
Wachovia March 1992 - February 1994
Skills
Financial Reporting, General Ledger, Finance, Internal Controls, Accounting, Financial Risk, Journal Entries
Education
Appalachian State University 1987 — 1991
BSBA, Accounting
Wachovia December 1980 - Present
Skills
Tax, Mergers, Banking, Process Improvement, Process Engineering, Tax Preparation, Excel, Mergers & Acquisitions, Strategic Financial..., Financial Reporting, Corporate Tax, Accounting
Education
Appalachian State University 1976 — 1978
BSBA, Accounting
Mitchell County NC July 2014 - Present
State of North Carolina October 2013 - July 2014
Wachovia 2005 - 2013
AFOSI 1992 - 2009
Skills
Banking, Credit Analysis, Consumer Lending, Loans, Mortgage Lending, Credit, Financial Services, Finance, Loan Origination, Small Business Lending
Education
Lesley University 1988 — 1991
MSMgt, Human Resources
Auburn University 1982 — 1985
BS, Criminal Justice
Wells Fargo Securities June 2015 - Present
Wells Fargo March 2015 - June 2015
Wells Fargo March 2014 - March 2015
Wells Fargo August 2011 - March 2014
Wells Fargo March 2010 - August 2011
Wachovia June 2008 - August 2008
Education
Appalachian State University 2005 — 2009
BSBA, Management, International Business, Political Science
Fachhochschule Vorarlberg
International Entrepreneurship
Fudan University
Business
Wachovia 1986 - 2009
First Union National Bank 1991 - 1996
Skills
Leadership, Accounting, Business Development, Process Improvement
Education
Appalachian State University 1980 — 1984
BSBA, Accounting
Wachovia Bank N.A. April 1998 - Present
wachovia 2007 - 2009
Wachovia, A Wells Fargo Company July 2004 - May 2007
Education
Art Institute of Pittsburgh 1983 — 1985
Associates, Photography/Multi-media
Charles Schwab October 2012 - January 2013
PayPal March 2012 - September 2012
Charles Schwab February 2011 - February 2012
Wells Fargo June 2010 - December 2010
JP Morgan Chase June 2008 - January 2010
Wachovia October 2007 - June 2008
Skills
SAS/SQL, SAS, Credit Risk, Basel II, Predictive Modeling, Statistical Modeling, Teradata, SAS programming, Risk Management, Financial Risk
Education
Arizona State University 2003 — 2005
Master of Science (M.S.), Industrial Engineering
Sri Venkateswara University 1996 — 2000
Bachelor of Technology (B.Tech.), Mechanical Engineering
Red Rock Insurance Group January 2009 - Present
Wachovia June 2006 - June 2009
Skills
Insurance, Financial Analysis, Business Analysis, Process Improvement, Business Strategy, Business Planning, New Business Development, Marketing Strategy, Online Advertising, Contract Negotiation, Marketing, Project Management, C#, .NET, JavaScript, PHP, Microsoft SQL Server, MySQL, Java, ASP.NET
Education
Auburn University 2000 — 2006
Bachelors, Economics, Computer Science
Jackson Prep 1994 — 2000
BMO Harris Bank May 2015 - Present
Toronto Dominion Bank U.S. October 2012 - May 2015
Bank of America May 2011 - September 2012
Bank of America February 2010 - April 2011
Bank of America October 2008 - February 2010
Bank of America July 2007 - October 2008
Wachovia June 2006 - June 2007
Skills
Banking, Risk Management, Financial Risk, Credit, Financial Analysis, Operational Risk..., Credit Risk, Credit Analysis, Portfolio Management, Operational Risk, Financial Services, Capital Markets, Financial Modeling, Enterprise Risk..., Credit Cards, Process Improvement, Relationship Management, Finance, Internal Audit, Equities, Auditing, Strategic Financial...
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2012
Master of Business Administration (MBA)
Appalachian State University 2001 — 2006
Bachelor's degree, Finance and Banking
US Bank September 2008 - Present
Wachovia June 2005 - July 2008
J P Morgan May 1994 - June 2005
Bank of America December 1986 - April 1994
Skills
Real Estate, Asset, Corporate Finance, Loans, Commercial Banking, Commercial Real Estate, Credit Analysis, Credit, Commercial Lending, Portfolio Management, Commercial Mortgages, Loan Origination, Real Estate Economics, Real Estate Financing, Cash Management, Credit Risk, Financial Analysis, Lines Of Credit, Risk Management, Construction Loans, Finance, Mortgage Lending, Underwriting, Investments, Banking, Investment Properties
Education
Arizona State University
Bachelor of Science in Business Administration, Accounting
Saguaro High School
Ally Financial 2011 - Present
Wachovia 2004 - 2007
Skills
Banking, Credit, Financial Risk, OFAC, Credit Risk, Consumer Lending, Operational Risk, AML, Loans, Retail Banking, Bank Secrecy Act, Operational Risk..., Financial Services, Anti Money Laundering
Education
Appalachian State University
Charlotte Ambush Field Hockey Club October 2007 - Present
Providence Day SChool August 2001 - Present
Wachovia 2002 - 2005
Morningside Marketing 2000 - 2002
IJL Wachovia 1999 - 2001
Purcell & Associates 1998 - 1999
Education
Appalachian State University 1995 — 1997
B.S. Communication, Marketing & Advertising
The University of Georgia 1995 — 1997
The Law Office of Richard K. Keith July 2012 - Present
Law Offices of Aimee C. Smith August 2011 - July 2012
A.I.T. Labs March 2010 - February 2011
MFG Resources November 2009 - March 2010
Wachovia February 2008 - September 2009
Holiday Inn Express June 2002 - December 2007
Skills
Communication, Listening Skills, Typing, Interviewing, Writing, Customer Ser, Data Entry, Filing, Time Management, Analytical Abilities
Education
South University, Montgomery 2009 — 2011
Associate of Science (A.S.), Legal Assistant/Paralegal
Auburn University 2002 — 2006
Psychology, Criminology
James H Faulkner State Community College 1999 — 2002
Paralegal
GMAC Insurance May 2003 - Present
GMAC Insurance December 1992 - May 2003
Wachovia July 1991 - December 1992
Skills
Adjusting, Insurance Claims, Claims Management, Auto Liability, Litigation Management, Casualty, Liability, Coverage, Claims, Commercial Lines, Property & Casualty..., General Insurance
Education
Appalachian State University 1987 — 1991
Bachelor of Science, Business
West Forsyth High School
High School Diploma
Regions Financial 2012 - Present
BlueCross BlueShield of Alabama 2008 - 2012
Wachovia 2006 - 2008
Education
Auburn University
Bachelor's degree
Texas A&M University-Commerce
MBA
Citizens South Bank April 2007 - Present
Wachovia January 2001 - March 2007
Skills
Credit Analysis, Loans, Credit, Underwriting, Banking
Education
Gardner-Webb University 1996 — 1998
Master of Business Administration (MBA)
Appalachian State University 1979 — 1983
BSBA, Finance & Economics
Independent Contractor January 2010 - Present
Palmetto Subacute Care Center 2009 - 2010
Wachovia 2007 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Java
Education
University of St. Augustine for Health Sciences 2012 — 2016
Doctor of Physical Therapy (DPT), Physical Therapy/Therapist
Ashford University 2011 — 2012
Bachelor's degree, Health/Health Care Administration/Management
Florida State College at Jacksonville 2008 — 2009
Associate of Science (A.S.), Physical Therapy Assistant
Southwest Miami High School 2001 — 2005
High School Diploma
Wells Fargo March 2014 - Present
Wells Fargo August 2008 - March 2014
Wachovia 2007 - 2008
EquiFirst 2003 - 2007
Skills
Banking, Financial Analysis, Portfolio Management, Financial Modeling, Investments, Credit, Risk Management, Equities, Loans, Valuation, Business Analysis, Credit Analysis, Mortgage Banking, Financial Risk, Loan Servicing
Education
Appalachian State University 1999 — 2003
Bachelor's degree, Criminal Justice
Wells Fargo VP, Organizational Effectiveness Development ConsultingWells Fargo1995 - 2015
Wells Fargo 1995 - 2015
Wells Fargo 1995 - 2014
Wachovia June 2008 - January 2010
Skills
Leadership and..., Strategic Thinking, Organizational..., Career Development and..., Organizational..., Program Management, Coaching, Creativity, Financial Services, Leadership Development, Vendor Relationship..., Strategic Partnerships, Collaborative Leadership, Project Management, Program Evaluation, Collaborative Problem..., Thought Leadership, Benchmarking, Professional Mentoring, Presentation Skills, Workshop Facilitation, Meeting Facilitation, Photography, Process Improvement, Scenic Painting, Event Planning, Event Photography, Strategy, Performance Management, Team Building, Management, Succession Planning, Leadership, Change Management, Executive Coaching, Employee Training, Management Consulting, Strategic Planning, Onboarding
Education
Appalachian State University 1997 — 2001
Master's Degree, Leadership and Higher Education
Univeristy of North Carolina at Charlotte 1975 — 1977
Bachelor of Arts (BA), Business Admnistration
Wells Fargo March 2014 - Present
Bank of America August 2012 - October 2013
TIAA-CREF May 2010 - July 2012
Wells Fargo Advisors November 2009 - May 2010
Bank of America July 2008 - October 2009
Wachovia February 2007 - May 2008
Bank of America October 2006 - January 2007
Phillips-Van Heusen April 2000 - June 2004
Staples August 1997 - October 1999
Skills
Project Management, Building Business..., Business Partner Support, Strategic Negotiations, Business Requirements, Requirements Management, Issue Management, Financial Forecasting, Problem Solving, Solution Implementation, Gap Analysis, Software Development..., PMO, Waterfall, Release Management, Scope Management
Education
Asheville-Buncombe Technical Community College
Associate's degree, Computer and Information Sciences, General