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
Wachovia List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wachovia. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wachovia Salaries. You can even request information on how much does Wachovia pay if you want to. Learn about salaries, pros and cons of working for Wachovia directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
5,245 Wachovia employees in database. Find out everything there's to know about Wachovia employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wachovia Employees
Markem Imaje October 2009 - Present
CheckPoint HR October 2008 - November 2009
Wachovia October 2007 - October 2008
HSBC Mortgage Services September 2005 - September 2007
Imaje September 1999 - September 2005
Whatman - Balston May 1991 - September 1999
Skills
B2B, New Business Development, Sales Operations, Sales, Key Account Management, Management, Account Management, Leadership, Manufacturing, Sales Management, Direct Sales, Program Management, Networking, Cross-functional Team..., Solution Selling, Business Development, Product Development, CRM, Strategic Planning
Education
Rowan University 1994 — 1998
MBA, Business
Millersville University of Pennsylvania 1986 — 1990
BS, Business
Wells Fargo October 2007 - Present
Wachovia April 2007 - October 2007
Ameriprise Financial 2002 - April 2007
American Express 2000 - 2002
APW 1993 - 2000
Skills
Retirement Planning, Pensions, Human Resources, Leadership, Defined Contribution, Program Management, Finance, Financial Services, Mutual Funds, Series 63, Strategic Communications, Investments, Relationship Management, Employee Benefits, Fundraising, Asset Management, Insurance, Strategic Planning, Risk Management, Financial Analysis, Personal Finance, Coaching
Education
Saint Mary's University of Minnesota 1987 — 2001
BA, Major: Political Science; Minor: Psychology, LaSallian (Honors) Institute
AFLAC November 2008 - Present
Wachovia Bank 2006 - 2008
Wachovia 2005 - 2008
Sealy mattress 2001 - 2003
Beck's North America January 1997 - May 2001
Skills
Leadership, Sales, Credit, Account Management, Banking, Risk Management, Process Improvement, Marketing, Negotiation, Customer Service
Education
Sacred Heart University 2003 — 2005
Masters, Education
University of New Hampshire 1992 — 1997
bachelors, Sociology
Nationwide Insurance August 2014 - Present
Verizon January 2007 - 2014
Wachovia September 2006 - January 2007
Educational Testing Service (ETS) July 2006 - September 2006
Motor Vehicle License Systems January 2006 - June 2006
Skills
Telecommunications, Sales, Customer Service, Customer Retention, Long-term Customer..., Teller Operations, Multi Tasking, Customer Engagement, Customer Satisfaction, Call Centers, Insurance Claims, Claims Handling, Auto Claims, Claims Investigations, Negotiation
Education
Strayer University-New Jersey 2010 — 2014
Masters Business Administration, Public Administration, 3.56
Saint Augustine’s University 2000 — 2004
Bachelor of Arts Degree, Communications
Wells Fargo September 2012 - Present
Wells Fargo April 2010 - September 2012
Wells Fargo November 2008 - 2010
Wachovia September 2006 - November 2008
Wachovia Education Finance September 2006 - 2008
Citibank, The Student Loan Corporation September 1994 - September 2006
The Student Loan Corporation 1994 - 2006
Citibank 1994 - 2006
xerox January 1993 - August 1994
Skills
Relationship Management, Strategy, Wealth Management, Risk Management, Financial Services, Process Improvement, Capital Markets, Consumer Lending, Business Development, Credit, Retail Banking, Financial Modeling, Banking, Product Management, Business Analysis, Product Development, Sales, Strategic Planning, New Business Development, Vendor Management, Portfolio Management, Enterprise Software, Loans, Mortgage Lending, Loan Origination, Credit Risk, Credit Cards, Management, Underwriting, Analytics, Treasury Management, Leadership, Building High..., Customer Acquisition, Credit Analysis, Competitive Analysis, Account Management, Cross-functional Team..., Project Management, Strategic Financial..., Salesforce.com, Debit Cards, Finance, Financial Analysis, Cash Management, Business Relationship..., Payments
Education
Rochester Institute of Technology 1992 — 1994
MBA, Organizational Development
State University of New York College at Geneseo 1987 — 1991
BS, Business/Industrial Relations
West Genesee Highschool
West Genesee Highschool
West Genesee Highschool
Salem College 2013 - Present
ClearVision Coaching & Consulting 2010 - 2014
Winston-Salem State University 2002 - 2013
RMIC 1999 - 2001
Wachovia October 1998 - November 1999
Skills
Career Development..., Direct Sales, Recruiting, Student Affairs, Academic Advising, Training Delivery, Instructors, Microsoft Office, Career Development, Leadership, Higher Education, Event Planning, Community Outreach, Social Networking, Training, Interviews, Resume Writing, Conflict Resolution, Career Counseling, Public Speaking, Leadership Development, Staff Development, College Recruiting, Nonprofits, Job Fairs, Employee Relations, Budgets, Coaching, Customer Service, Management, Human Resources, MBTI, Program Development, Job Coaching, Organizational..., Workshop Facilitation, Student Development
Education
University of Phoenix 2008 — 2010
Master of Education (MEd), Adult Education and Training
NC Workforce Development Training Center 2009 — 2009
Certificate, Career Development Facilitator
CPP / Qualifying.Org 2007 — 2007
Certificate, Myers Briggs Type Indicator Assessment
Salem College
BA, Communications
RJ Reynolds High School
Capital One June 2013 - Present
Deloitte May 2011 - June 2013
Virtual-Link.com LLC August 2009 - May 2011
Wells Fargo February 2010 - April 2011
SPX Corporation January 2010 - February 2010
Wachovia December 2007 - July 2009
Wachovia Bank November 2003 - December 2007
Wachovia Bank May 2001 - December 2003
Butler Technology Solutions January 2000 - March 2001
MCI WorldCom June 1997 - May 2000
Skills
Network Security, Cisco Technologies, Firewalls, Security, Disaster Recovery, Network Design, Network Engineering, Networking, Routers, Telecommunications, Information Security, Data Center, VoIP, WAN, System Deployment, Penetration Testing, Computer Security, Infrastructure, Network Administration, IT Strategy, Checkpoint, Perl, Enterprise Software, Network Architecture, Technical Support, Wireless, IP, Cisco Routers, Business Continuity, Information Security..., Integration, Network Modeling, Troubleshooting, Juniper, Virtualization, Information Technology, Testing, Enterprise Architecture, ITIL, IT Management, ASA, IPS, PCI DSS, MPLS, Hadoop, Big Data, Hive, Splunk, Java, Swift
Education
Ryerson University 1991 — 1995
Bsc., Applied Computer Science
Bank of America September 2012 - Present
Bank of America August 2011 - September 2012
Bank of America July 2009 - August 2011
Wachovia Bank June 2007 - July 2009
Wachovia Bank May 2003 - May 2007
Wachovia Bank January 2002 - May 2003
Wachovia January 1998 - January 2002
IBM June 1988 - March 1994
Skills
SOA, Data Warehousing, Architecture, Software Engineering, IT Leadership, Agile Methodologies, SDLC, Enterprise Architecture, XML, Software Development, Enterprise Software, Business Intelligence, Leadership, Strategy, Agile Project Management, IT Strategy, Software Project..., Integration, Web Services, Requirements Analysis, E-commerce, Program Management, Financial Services, Business Requirements, Java Enterprise Edition, Application Architecture, Microsoft SQL Server, Databases, Web Applications, Testing, Websphere, UML, Solution Architecture, Business Analysis, Banking, Project Management, Requirements Gathering, Management, Vendor Management, Project Portfolio..., Information Technology, Analysis, Architectures, Senior Executive...
Education
Rutgers University 1988 — 1990
MSEE, Computer Engineering
Rutgers University 1984 — 1988
BSEE, Electrical Engineering
Virtua Health October 2014 - Present
Liberty Mutual Group October 2010 - October 2014
Wachovia July 2010 - October 2010
Comcast Cable July 2007 - July 2010
Skills
Insurance, Call Centers, Sales, Account Management, Customer Service, Risk Management, Customer Retention, Process Improvement, Employee Benefits, Customer Satisfaction, Relationship Management, Training, Microsoft Excel, Outlook, Underwriting, Leadership, Property & Casualty..., Microsoft Office, Team Building, Microsoft Word, Coaching
Education
Saint Joseph's University 2015 — 2017
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Rowan University 2013 — 2015
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
Burlington County College 2012 — 2013
Associate of Science (AS), Business Administration and Management, General
Tradition North America January 2015 - Present
MetLife October 2005 - Present
Bank of America August 2003 - August 2005
Wachovia April 2002 - December 2002
Skills
Series 7, Series 63, Series 24, Series 53, Series 55, Series 4, Bloomberg, BondDesk, KnightBondPoint, TheMunicenter, Excel, Fluent in Italian, Fixed Income, Trading, FINRA, Structured Products, Investments, Finance, Mutual Funds, Securities, Microsoft Excel, MBS, Asset Allocation, Bonds, Equities
Education
Rutgers Graduate Business School 2005 — 2007
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey - Rutgers Business School 1994 — 1998
Bachelor of Science (BS), Finance & Italian
Mindseeker November 2009 - Present
Wachovia July 2007 - November 2009
Wachovia July 2005 - July 2007
Wachovia Bank N.A. August 2003 - May 2005
Wachovia Bank N.A. May 2000 - July 2003
Skills
Recruiting, Banking, Business Analysis, Project Management, Finance, Temporary Placement, Accounting, Talent Acquisition, Technical Recruiting, Financial Services, Sourcing, Vendor Management, Applicant Tracking..., Contract Recruitment, Executive Search, Risk Management, Process Improvement, Relationship Management, Internet Recruiting, Talent Management, Benefits Negotiation, Program Management, Leadership, PeopleSoft, Sales, Staffing Services, College Recruiting, SDLC, Staff Augmentation, Team Leadership, Temporary Staffing, Onboarding, Training, Consulting, Resource Management, Management, Management Consulting, CRM, Account Management, Information Technology, Search, Professional Services, Business Development, Human Resources, Permanent Placement, Performance Management, Interviews, Screening Resumes, Mergers & Acquisitions, Operations Management
Education
Saint Bonaventure University 1994 — 1999
Bachelor of Arts (B.A.)
Saint Bonaventure University 1994 — 1999
Master of Business Administration (MBA)
Maple Shade Animal Hospital (VCA Antech) May 2014 - Present
Morrisville Veterinary Hospital August 2013 - April 2014
Protocall Staffing March 2013 - April 2013
Emerson Personnel Group March 2013 - March 2013
Passanante's Home Food Services August 2012 - November 2012
Classic Dezert Company July 2010 - August 2011
WACHOVIA March 2007 - October 2008
WACHOVIA December 2005 - February 2007
SOUTHERN LIVING AT HOME February 2003 - March 2006
NOVO NORDISK PHARMACEUTICALS, INC March 1996 - November 1997
Skills
Certified NJ Public...
Education
Burlington County College 2013 — 2013
Beginner and Intermediate MS Excel 2010 Courses
CDM Institute, Marlton, NJ 2009 — 2009
Medical Billing & Coding/Certifications
Mercer County Community College, West Windsor, NJ
Business Administration
Rider University, Lawrenceville, NJ
Liberal Arts
Sovereign Bank November 2011 - Present
TD Bank November 2009 - November 2011
Valley National Bank December 2008 - October 2009
PNC Bank 2005 - 2008
Hudson United Bank 2004 - 2005
Wachovia 1997 - 2004
Midlantic Bank (PNC) November 1994 - April 1997
United Jersey Bank 1988 - 1994
Skills
Banking, Small Business Lending, Loans, Credit, Mortgage, Coaching, Sales Management, Retail Banking, Team Building, New Business Development, Talent Acquisition, Recruiting, Leadership, Strategic Planning, Talent Management, Operations Management, Policy Management, Business Relationship..., Relationship Management, budget developement &..., Policy, Mortgage Lending, Commercial Lending, Consumer Lending, Cross Selling, Lines Of Credit, Commercial Banking, Cash Management, Commercial Mortgages, Sales, Branch Management, Credit Analysis, Loan Origination, Financial Services, Mortgage Banking, Refinance, Residential Mortgages, Branch Banking, Deposits, Credit Risk, Underwriting, Portfolio Management, Private Banking, Risk Management, Asset Based Lending, Finance, Credit Cards, Financial Risk, Wealth Management, Treasury Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor's Degree, English, Russian
Deloitte March 2014 - Present
Deloitte May 2012 - March 2014
Deloitte July 2010 - May 2012
Deloitte November 2008 - July 2010
Deloitte January 2008 - July 2010
Independent Contractor April 2006 - December 2007
Wachovia December 1999 - July 2004
Equisport Marketing 1994 - 2000
Skills
Budget, Consulting, Management Consulting, Vendor Management, Strategic Planning, Marketing, Business Development, Event Planning, Program Management, Market Research, Marketing Strategy, Internal Communications, Marketing Communications, Relationship Marketing, Business Strategy, Budgets
Education
Sacred Heart University 2001 — 2006
MBA, International Business
University of Connecticut 1992 — 1994
BA, Communications
Red Bull New York March 2010 - Present
Hudson County Schools of Technology September 2009 - Present
Independent Contractor February 2011 - September 2012
Starting Points, Inc. May 2010 - September 2012
Bank of America April 2008 - April 2009
Banc of America Investments 2008 - 2009
Wachovia January 1996 - February 2008
First Union January 2000 - February 2003
Skills
Commercial Lending, Credit, Loans, Banking, Teaching, Consulting, Sports Marketing, Series 6, Series 63, Customer Retention, Management
Education
Saint Peter's University 2011 — 2014
Master's Degree
Rutgers, The State University of New Jersey-Newark
Bachelor of Science
Mortgage Company May 2015 - Present
Digital Risk 2013 - May 2015
Bank of America April 2009 - October 2013
Wachovia August 2008 - April 2009
American Loss Mitigation Firm February 2008 - August 2008
Skills
Bilingual, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Highly Detailed, FHA financing, Government Loans, VA Financing, Appraisal Skills, reviewing titles, Managerial Finance, Analysis, CRM, Software Documentation, VA loans, Loans, Short Sales, Banking, Portfolio Management, Credit, Teamwork, Leadership, Consumer Lending, Loan Modifications, Mortgage Servicing, Mortgage Banking, Loss Mitigation, Credit Analysis, Finance, Retail Banking, Mortgage Lending, Residential Mortgages
Education
Rowan University 1991 — 1993
Associate's degree, Psychology
Woodrow Wilson High School 1987 — 1991
Diploma, Bilingual Administrative Assistant
ZPI 2007 - Present
JRA Studios 1978 - Present
Wachovia 2003 - 2007
SP Associates 1995 - 2002
Skills
Real Estate, Budgets, Negotiation, Project Management, Photography, Finance, Banking, Investment Properties, Real Estate Development, Commercial Real Estate, Mortgage Lending, Investments, Contract Negotiation, Analysis, Public Speaking, Entrepreneurship, Sales Management, Management, Marketing, Customer Service, Cold Calling, Sales, Team Building, Due Diligence, Strategic Planning, Business Development, Portrait Photography, Small Business, Selling, Time Management, Strategy, Online Marketing, Business Planning, Start-ups, Real Estate Economics, Mergers & Acquisitions, Leadership, Email Marketing, Professional Photography, Digital Photography, Executive Headshots, Commercial Photography, Commercial Product..., Event Photography, Social Media Marketing, Social Networking, Sales Operations, Marketing Management
Education
Rochester Institute of Technology 1974 — 1978
BSBA, PhotoMarketing Management, Honors Diploma
The Employers Association July 2006 - Present
Wachovia 2005 - 2006
MetLife 2003 - 2004
Donaldson, Lufkin & Jenrette 2000 - 2003
First Union National Bank 1997 - 2000
Wachovia 1995 - 1997
Skills
Employee Relations..., Training Design and..., Internal Investigations, Audits, Department Leader
Education
Salem College 1989 — 1993
BA
RJ Reynolds High School
Allstate January 2014 - Present
TPM Consulting, Inc. January 2010 - January 2014
Wells Fargo October 2008 - November 2009
Wachovia April 1987 - January 2009
BancFlorida April 1987 - December 1994
Ingersoll Machine Tools June 1985 - March 1987
Skills
Program Management, Project Portfolio..., Project Management, Strategy, PMO, Leadership, Management, Vendor Management, Business Transformation, Process Improvement, IT Strategy, PMP, Business Process..., Business Analysis, Governance, Management Consulting, Disaster Recovery, Team Building, Integration, Consulting, Requirements Analysis, Change Management, Cross-functional Team..., Outsourcing, Risk Management, Strategic Planning, Mergers & Acquisitions, Team Management, Business Process, Mergers, Developing High..., Resource Management, Organizational..., Organizational Change..., Metrics & Reporting, Project Delivery, Offshoring, Information Technology, Enterprise Architecture, Professional Services
Education
Rockford University 1981 — 1985
BS, Computer Science
Rockford University 1981 — 1985
Bachelor of Science (B.S.), Computer Science
Wells Fargo Digital Channels Group March 2013 - Present
Wells Fargo December 2010 - March 2013
Wachovia January 2004 - December 2010
Wachovia 2001 - 2004
First Union 1998 - 2001
First Union 1996 - 1998
Skills
Business Innovation, Strategic Planning, Change Management, Cross-functional Team..., Business Strategy, Product Management, Merger Integration, Operations Management, Technology Integration, Strategic Consulting, Business Process..., Process Improvement, Program Management, Acquisition Integration, Management, Financial Services, Team Leadership, Vendor Management, Executive Management, Mergers & Acquisitions, Leadership
Education
Rochester Institute of Technology 1991 — 1995
BS, Business
Dixon Hughes Goodman LLP May 2014 - Present
Bank of America February 2014 - May 2014
Wells Fargo August 2013 - February 2014
Bank of America July 2011 - July 2013
Wachovia January 2010 - April 2012
Valley Yellow Pages January 2009 - June 2009
St. Bonaventure University August 2004 - May 2008
STAR USA INC May 2007 - August 2007
Skills
Risk Management, Account Management, Sales, Customer Service, Marketing, Social Media, Cold Calling, Event Planning, Microsoft Office, Advertising, Microsoft Excel, Public Relations, Financial Analysis, PowerPoint, Sales Management, Public Speaking, New Business Development, Marketing Communications, Time Management, Business Analysis, Recruiting, Salesforce.com, Forecasting, Finance, Financial Reporting, SAS, Management, Financial Risk, Balance Sheet, Communication Skills, Negotiation, Strategic Financial..., Organization, Coaching
Education
Saint Bonaventure University 2004 — 2008
BA, Management Science and Sports Marketing
Berea High 2000 — 2004
TIAA-CREF September 2015 - Present
Centro Grille August 2012 - Present
PNC Financial Services Group October 2008 - September 2015
Wachovia May 2002 - September 2008
Education
Rutgers University-New Brunswick 2009 — 2012
MBA, Finance
Roger Williams University 1996 — 1999
Bachelor of Science (BS), Marketing
Middletown High School 1991 — 1995
Lyon Real Estate August 2009 - Present
Five Star Bank - California January 2011 - November 2011
Wachovia February 2007 - August 2008
World Savings/Wachovia 2003 - 2006
World Savings 2002 - 2006
Indymac Bank August 2000 - December 2001
The Money Store/ First Union Bank October 1992 - August 2000
First Union National Bank 1997 - 2000
The Money Store/First Union 1996 - 2000
The Money Store 1996 - 2000
Skills
Loan Origination, Portfolio Management, Negotiation, Short Sales, Mortgage Banking, Loans, Commercial Lending, Leadership, Underwriting, Refinance, Mortgage Underwriting, Real Estate, Mortgage Lending, Management, Loan Servicing, Single Family Homes, FHA
Education
Sacramento City College 1996 — 2000
Associate of Arts (AA), Criminal Justice/Law Enforcement Administration
Sacramento City College
Associate of Arts (AA), Criminal Justice/Law Enforcement Administration
Prevalent Inc. October 2014 - Present
eXscan 2013 - Present
The Santa Fe Group 2010 - September 2014
Keller Advisory Group, LLC July 2008 - January 2010
Wachovia June 2005 - June 2008
SunTrust 2000 - 2004
Oracle 1998 - 2000
Skills
Risk Management, Financial Risk, Security, Vendor Management, Financial Services, Risk Assessment, Certified Third Party..., Privacy Law, Internet Security, Operational Risk..., Management, Governance, Banking, Business Strategy, Information Security..., Program Management, Strategy, Enterprise Risk..., Fraud, CISA, Portfolio Management, E-commerce, Information Security, Business Continuity, Online Advertising, Due Diligence, IT Audit, Electronic Payments, Credit Cards, PCI DSS
Education
Saint Louis University School of Law 1981 — 1984
J.D.
University of Missouri-Saint Louis 1979 — 1981
BS in BA
Metavante Corp. April 2007 - November 2008
Wachovia July 2005 - June 2006
SouthTrust 1999 - 2005
SouthTrust Bank 1999 - 2005
Bank of America February 1993 - February 1999
Dominion Bankshares February 1990 - September 1993
Boatmens Bank of Kansas City May 1981 - December 1987
Commerce Bank of KC 1970 - 1978
Skills
Risk Management, Banking, Leadership, Management, Process Improvement, Team Building, Change Management, Vendor Management, Strategic Planning, Team Leadership, Budgets, Customer Service, Merger and Acquisitions, Program Management, Employee Engagement, Project Management, Mergers & Acquisitions, Financial Services
Education
Rockhurst University 1978 — 1978
BSBA, Finance
Wells Fargo Home Mortgage April 2009 - Present
PHH Mortgage January 2009 - Present
Right Management 2008 - 2009
Wachovia February 2008 - October 2008
World Savings 2002 - 2008
World Savings January 2007 - December 2007
World Savings August 2003 - December 2006
World Savings March 2002 - July 2003
Education
Sam Houston State University 1995 — 2000
BBA, General
Commonwealth of Massachusetts March 2015 - Present
Gryphon Networks August 2014 - February 2015
Deltek April 2014 - August 2014
Deltek February 2011 - April 2014
SunGard Availability Services December 2009 - November 2010
Thomson Reuters October 2007 - April 2009
Wachovia January 2007 - October 2007
Duane Morris LLP June 2004 - December 2006
Skills
Software Project..., project managemen, Scrum, Business Analysis, Lean Tools, Process Improvement, Visio, Program Management, Project Management, SharePoint, Business Process, Enterprise Software, SDLC, Business Intelligence, Requirements Analysis, PMO, Requirements Gathering, Process Optimization, Continuous Improvement
Education
Villanova University 2006 — 2006
Certificate, Project Management
Saint Joseph's University 2002 — 2004
BA, English
Nazareth Academy H.S. 1994 — 1998
EXIT PLATINUM REALTY, Montclair, NJ 07042 June 2010 - Present
Xerox HR Solutions, LLC January 2013 - March 2013
ACS, a Xerox Company March 2011 - December 2012
Curves for Change, Inc November 2010 - November 2011
ACS June 2005 - May 2009
WACHOVIA August 2001 - January 2005
ALCOHOL, TOBACCO January 2004 - May 2004
ST. PETER'S COLLEGE January 1999 - January 2001
ARDEN B. WET SEAL, INC January 2000 - September 2000
5-7-9 January 1997 - June 1999
Skills
Microsoft Office, Visio, Customer Relations, Customer Service, Strategic Planning, Project Management, Adobe Photoshop, Access, Data Analysis
Education
Rutgers, The State University of New Jersey-Camden 2011 — 2011
Certification
Saint Peter's University 1999 — 2006
BACHELOR OF SCIENCE
Montclair High School 1995 — 1999
Wells Fargo October 2013 - Present
Wells Fargo November 2010 - October 2013
Wachovia, A Wells Fargo Company April 2008 - October 2010
Wachovia August 2007 - April 2008
Skills
Financial Analysis, Process Improvement, Banking, Risk Management, Vendor Management, Business Analysis, Finance, Forecasting, Portfolio Management, Strategic Planning, Financial Reporting, Management, Analysis, Financial Modeling, Cross-functional Team..., Relationship Management, Project Management, Operations Management, Data Analysis, Business Strategy, Telecommunications
Education
Saint Bonaventure University 2005 — 2007
M.A., English
Saint Bonaventure University 2001 — 2005
B.A., Journalism / Mass Communications
Fidelity Investments January 2012 - Present
Clark Consulting 2008 - December 2011
CBS Financial 2004 - 2008
Wachovia 2000 - 2003
Skills
Investments, Pensions, Investment Strategies, Employee Benefits, Investment Management, Mutual Funds, Series 7, Asset Managment, Asset Allocation, Portfolio Management, Investment Advisory, Series 63, Retirement, Equities
Education
Royal Military Academy
Swansea University
BSc Economics, Economics
Union Bank July 2013 - Present
Union Bank June 2011 - Present
Five Star Bank - California June 2009 - June 2011
Wachovia October 2006 - December 2008
World Savings October 2005 - December 2006
World Savings June 2002 - October 2005
Skills
Marketing, Mortgage Marketing, Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Risk Management, Refinance, Residential Mortgages, Underwriting, USDA, Appraisals, Strategic Planning, Mortgage Servicing, Leadership, Credit, Real Estate, Management, Strategy, FHA, Mortgage Underwriting, FHA financing, Investment Properties, Valuation, VA loans, Credit Analysis, Loss Mitigation, Banking, Financial Services, Commercial Lending, Portfolio Management, Commercial Banking, Consumer Lending, Finance, Sales, Small Business Lending, Investments, Sales Management, Lines Of Credit, Credit Risk, Commercial Mortgages, Retail Banking, Home Equity Loans, Construction Loans, Financial Analysis, Loan Servicing, Real Estate Financing
Education
Saint Mary's College of California 1986 — 1989
MBA, Finance
Saint Mary's College of California 1982 — 1986
B.S.- Business Administration, Finance, Economics
MBA - Finance
EY July 2014 - Present
PwC January 2012 - June 2014
Lowe's Home Improvement April 2008 - January 2012
H&R Block January 2011 - April 2011
Wachovia July 2010 - September 2010
Rutgers University September 2007 - May 2008
Skills
Management, Customer Service, Microsoft Word
Education
Rutgers Graduate Business School 2011 — 2011
Master of Accounting- Financial, Accounting
Rutgers University Business School 2007 — 2011
Bachelor of Science, Accounting
Customers Bank February 2013 - Present
Freedom Mortgage October 2012 - January 2013
Mortgage Management Consulting (MMC) December 2011 - 2012
Real Estate Mortgage Network December 2010 - 2012
Platinum Group Services June 2009 - January 2011
Wachovia May 2006 - October 2008
World Savings Bank October 2003 - May 2006
World Savings 1993 - 2003
Skills
Operations Management, Mortgage Lending, Loss Mitigation, Loans, Underwriting, Credit, Compliance, Short Sales
Education
Villanova University 1991 — 1993
Master of Arts, Philosophy
Rutgers University-New Brunswick 1987 — 1990
Bachelor of Arts, Economics
United States Air Force Academy 1986 — 1987
N/A, Economics
Cisco Systems January 2012 - Present
Sandpiper Data Systems February 2011 - December 2011
Utilipath August 2010 - January 2011
Oracle Corporation September 2003 - August 2010
IBM Global Services November 2006 - August 2007
EMC January 2006 - December 2006
SunGard 2000 - 2006
Wachovia January 2000 - September 2003
Wachovia, A Wells Fargo Company 2000 - 2003
Ahold Information Services 1996 - 1998
Skills
Data Center, Program Management, CRM, Cross-functional Team..., Virtualization, Cloud Computing, Disaster Recovery, Pre-sales
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelors, Computer Science
Consulting&Coaching January 2014 - Present
Ballet Conservatory of South Texas July 2012 - March 2014
Whataburger August 2009 - June 2013
Wachovia 2008 - 2008
USAA 2004 - 2008
Sirius Computer Solutions 1997 - 2004
CompUSA March 1998 - September 1999
Office Communications Systems 1992 - 1997
Skills
Vendor Management, IT Management, Project Management, Change Management, Infrastructure, Software Development, Business Process..., Projects, Stakeholder Management, Due Diligence, PMP, SDLC, Program Management, Business Analysis, ITIL, Solution Architecture, IT Strategy, Integration, Process Improvement, Business Process, Business Intelligence, PMO, Management, Leadership, Strategy, Team Leadership, Project Delivery, Project Planning, Six Sigma, Analysis, Governance, Enterprise Software, Agile Methodologies, Project Portfolio..., Strategic Planning, Business Process..., Enterprise Architecture, Budgets, Service Delivery, Requirements Analysis, Information Technology, Software Project..., IT Operations, Cross-functional Team..., Data Warehousing, Process Engineering, Quality Assurance, Requirements Gathering, Forecasting, Risk Management
Education
Saint Leo University 2004 — 2005
General Studies
NetG 2004 — 2004
PMP, Project Management
Chauncey International 2003 — 2003
Information Systems Management
University of Phoenix 2002 — 2003
General Studies
American Management Institute 2002 — 2002
Developing Executive Leadership
Citrix Systems 1999 — 1999
CCA, Citrix Server
IBM 1999 — 1999
PSE, IBM Servers
Zeff Training and Consulting 1999 — 1999
MCT, Microsoft Certified Trainer
Cisco 1998 — 1998
Advanced Router Configuration, Router Configuration
New Horizons 1997 — 1997
MCSE, Microsoft Systems Engineer
SHADOKA October 2013 - Present
The Parksonian Institute March 2013 - Present
American Society of Certified Housing Executives September 2012 - February 2013
Temple Global Strategies May 2010 - August 2012
Independent Contractor January 2003 - August 2012
Fannie Mae June 2004 - December 2007
New Paradigm Solutions January 1994 - June 2004
Wachovia 1985 - 1994
Precision Asset Management 1990 - 1991
Wachovia Securities November 1985 - March 1990
Skills
Change Management, Coaching, Public Speaking, Team Building, Time Management, Process Improvement, Quality Management, Marketing Strategy, Portfolio Management, New Business Development, Mindfulness, Writing, Cross-functional Team..., Team Leadership, Continuous Improvement, Teamwork, Non-profits, Problem Solving, Strategic Planning, Creative Problem Solving, Leadership Development, Management Consulting, Organizational Change, Executive Coaching, Organizational..., Strategy Development, Small Business, Talent Development, Business Planning, Business Management, Organizational..., Organizational..., Strategy, Policy, Talent Management, Management, Performance Management, Risk Management, Leadership, Nonprofits
Education
Washington University in St. Louis - Olin Business School 1978 — 1980
MBA, Finance/Marketing
Rutgers University-New Brunswick 1974 — 1978
BA, Business Administration
Université François Rabelais de Tours 1976 — 1977
International Relations
Université Sorbonne Nouvelle - Paris 3 1976 — 1976
Intensive Language and Culture Study
Maumee Valley Country Day School 1968 — 1974
HS Diploma, Liberal Arts and Humanities
Cisco Systems October 2012 - Present
JPR May 2002 - October 2012
RJB Investors, LLC May 2002 - January 2012
Wachovia October 1999 - April 2002
Wachovia September 1998 - September 1999
First Union January 1995 - August 1998
Skills
Mortgage Lending, Credit, Banking, Loans, Investments, Portfolio Management, Finance, Insurance, Financial Services, Risk Management, Mortgage Banking, Cross-functional Team..., Customer Service, Management, Process Improvement, Real Estate, Sales, Team Building, CRM, Program Management, Leadership, Microsoft Office, Social Media, Vendor Management
Education
Salem International University 2010 — 2011
M.B.A, International Business
University of Phoenix 2006 — 2009
BS, Criminal Justice
Beneficial Bank June 2012 - Present
Beneficial Savings Bank April 2008 - June 2012
Wachovia May 2006 - April 2008
Smith Barney July 2004 - May 2006
Commerce Bank May 1995 - July 2004
Skills
Banking, Credit, Commercial Lending, Investments, Financial Analysis, Mortgage Lending, Insurance, Small Business, Commercial Banking, Commercial Mortgages, Wealth Management, Retail Banking, Real Estate, Strategic Financial..., Small Business Lending, New Business Development, Marketing, Finance, Sales Management, Credit Analysis, Business Development, Financial Risk, Consumer Lending, Asset Based Lending, Cross Selling, Financial Services, Portfolio Management, Retirement Planning, Leadership, Credit Risk, Lines Of Credit, Mortgage Banking, Underwriting, Risk Management, Management, Investment Advisory, Mutual Funds, Due Diligence, Mergers & Acquisitions, Cash Management, Loan Origination, Series 7, Relationship Management, Securities, Credit Cards, Treasury Management, Deposits, Merchant Services, Branch Management, Asset Management
Education
Rutgers University – Camden 2002 — 2005
BS, Finance
Wells Fargo August 2015 - Present
Wells Fargo Advisors March 2012 - September 2015
Panera Bread March 2009 - March 2012
Wachovia May 2008 - April 2011
Perficient November 2005 - May 2008
SBC June 2000 - November 2005
Skills
Integration, Process Improvement, Program Management, SQL, Project Management, Management, Testing, Visio, Windows, Business Analysis, Software Development, Strategy, Quality Assurance, Analysis, Consulting, Quality Center, Networking, Project Planning, Budgets, SDLC, Vendor Management, Leadership, Team Building, Requirements Analysis, Enterprise Software, Cross-functional Team..., IT Strategy, Test Planning, Business Intelligence, Agile Methodologies
Education
Saint Louis University 1995 — 2000
Bachelor of Science, Business Administration
Wells Fargo 2009 - Present
Wachovia December 1999 - December 2008
IBM Global Business Services July 1998 - December 1999
Research Institute of America Group May 1997 - June 1998
Wegmans Food Markets May 1996 - October 1996
Skills
Data Modeling, Master Data Management, Metadata, Information Architecture, Risk Management, Information Management, Requirements Analysis, Erwin, Data Integration, Database Design, Data Warehouse..., Data Warehousing, Metadata Management, Dimensional Modeling, Data Governance, Data Management, Enterprise Architecture, Data Analysis, Teradata, Data Marts, Business Analysis, Data Profiling, Requirements Gathering, Data Migration, Application Development, SDLC, Analytics, Integration, Software Development, Business Intelligence, Data Quality, Databases, ETL
Education
Strayer University 2007 — 2010
EGC, Information Systems
Rochester Institute of Technology 1993 — 1997
BS Business/MIS, Information Systems, Minor in History
LoanCare, A ServiceLink Company March 2014 - Present
LoanCare, A ServiceLink Company June 2013 - March 2014
Bank of America December 2009 - June 2013
Wachovia December 2007 - August 2009
Skills
Employee Training, Banking, Management, Financial Services, Microsoft Office, Process Improvement, Coaching, Customer Experience, Office Management, Human Resources, Change Management, Organizational..., Access, Risk Management, SharePoint, Career Development..., Database Design, Data Entry, SharePoint..., Records Management, Notary Public, Spreadsheets, Databases, Articulate Storyline, E-Learning, Learning Management..., SCORM, Project Management, Performance Management, SharePoint Designer
Education
Saint Leo University 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Saint Leo University 2011 — 2014
Bachelor's degree, Human Resources Management/Personnel Administration, General
Tidewater Community College 2006 — 2009
Associate of Science (A.S.), Business Administration and Management, General
New York Life Insurance Company September 2012 - Present
NYLIFE Securities LLC December 2009 - September 2012
First Investors Corporation January 2005 - December 2009
Wachovia May 2004 - December 2004
Morgan Stanley May 2000 - August 2003
Skills
Coaching, Curriculum Development, Financial Services, Insurance, Leadership, Management, New Business Development, Sales Process, Sales Rep Training, Team Building, Time Management, Training, Workshop Facilitation, Strategic Planning, Strategy, Marketing
Education
Saint Bonaventure University 1999 — 2004
BA & MBA, Finance & Accounting
Aquinas Institute 1995 — 1999
Regents Diploma, General Education
EyeFormatics, Inc April 2010 - April 2015
Yodle September 2009 - July 2010
Wachovia 2005 - 2009
Skills
New Business Development, Sales Management, Project Management, Start-ups, Salesforce.com..., Price Negotiations..., Manage Client..., Sales Operations, New Hire Orientations, Computer Software..., Client Development, Sales Presentations, Sales Process, Client Retention..., Client Education, Product Marketing, Product Development, Product Launch, Product Management, Market Pricing, Pricing Strategy, Cold Calling Management, Lead Generation, Physicians, Salesforce.com, EMR, Sales, Ophthalmology, Cold Calling, Practice Management, Selling, Direct Sales, Selling Skills, Sales Force Development, Strategic Partnerships, CRM
Education
University of Rhode Island 2001 — 2004
Bachelor of Business Administration (B.B.A.), Political Science and Government
UMass Dartmouth 1998 — 2001
Business, Management, Marketing, and Related Support Services
Hanover High School 1994 — 1998
Salve Regina University
Wells Fargo January 2011 - Present
Wells Fargo December 2005 - January 2011
Wachovia January 2002 - December 2005
Wachovia June 2000 - January 2002
Wachovia March 1998 - April 2000
BB&T August 1996 - March 1998
Wachovia October 1995 - July 1996
Wachovia June 1989 - October 1995
Random House 1985 - 1988
Skills
Strategy, Communications..., Strategic Planning, Strategic Communications, Program Management, Vendor Management, Analytics, Process Improvement, E-commerce, Management
Education
Salem College 2000 — 2009
B.A., History
Wake Forest University
B.A., Speech, Communications
Ericsson December 2012 - Present
AT&T August 2011 - August 2013
TradeMarc Solutions January 2010 - April 2011
Tesoro Corp July 2009 - October 2009
QTC Management(ServiceDesk) March 2009 - July 2009
Rackspace October 2008 - March 2009
Citibank September 2008 - November 2008
Wachovia April 2008 - September 2008
Verizon Wireless January 2007 - March 2008
The Home Depot ATC(Austin Tech Center) March 2005 - June 2006
Skills
Cisco, Linux Server, Blackberry Enterprise..., Active Directory, Windows 7, BMC Remedy, Linux, Lotus Notes, Mac OS X, PeopleSoft, Amdocs Clarify, Windows 3.1, Microsoft Exchange, Troubleshooting, Cisco Technologies, Technical Support, VPN, Help Desk Support, Software Installation, Network Administration, Blackberry, Networking, OS X, Hardware, Laptops, Testing, XP, Firewalls, Computer Hardware, Printers, Software Documentation
Education
Rowan University 1997 — 2001
B.S., Computer Information Systems
Rowan University 1997 — 2001
B.S; BS, CIS; Computer Information Systems; Network Management
Wachovia December 2007 - Present
NCO Financial Systems Inc. March 2007 - December 2007
Sapphire Technologies August 2005 - March 2007
Design Strategy Corporation June 2003 - June 2005
The Cubb Institute September 2004 - November 2004
HP - Compaq - Inacom Information Systems January 1995 - December 2002
Skills
Cisco Technologies, CCNP, Troubleshooting, Network Security, Servers, WAN, SDLC, Active Directory, DNS, Load Balancing, Disaster Recovery, Routers, VPN, Software Installation, Networking, Information Technology, Windows Server, Hardware, VMware
Education
Saint Joseph's University
BACHELOR OF SCIENCE, Management Information Systems
Mindseeker, Inc. June 2012 - Present
Advantage Technical Resourcing June 2010 - May 2012
Achieve Technologies November 2008 - June 2010
Aerotek April 2007 - November 2008
Wachovia September 2006 - April 2007
Skills
Technical Recruiting, Applicant Tracking..., Vendor Management, Talent Acquisition, Business Analysis, Business Development, Sourcing, Contract Recruitment, Sales, Account Management, Finance, Networking, Staffing Services, Management Consulting, CRM, College Recruiting, SDLC, Consulting, Financial Services, Investment Banking, Temporary Placement, Recruiting
Education
Saint Bonaventure University 2001 — 2005
Accounting
McQuaid Jesuit High School 1998 — 2001
Enterprise Iron Financial Industry Solutions, Inc. August 2013 - December 2013
Sunrise Senior Living July 2010 - July 2013
Patni Computer Services January 2010 - July 2010
Allianz Life March 2009 - January 2010
Enterprise Iron Financial Industry Solutions, Inc. October 2006 - February 2009
LarsonAllen January 2006 - October 2006
Ameriprise Financial June 2005 - January 2006
Milliman July 2003 - October 2004
Wachovia July 2002 - July 2003
Wells Fargo Home Mortgage December 2001 - July 2002
Skills
Employee Benefits, Pensions, Retirement, Business Analysis, SDLC, 401k, Payroll, Data Analysis, Retirement Planning, Defined Contribution, ERISA, Financial Services, Benefits Administration, Requirements Gathering, Quality Assurance, Requirements Analysis, Human Resources, Relius, Vendor Management, Analysis, Plan Conversions, Retirement Plan..., OmniPlus, ADP Payroll, PeopleSoft, Profit Sharing, Testing, Management, Business Requirements, Process Improvement, Business Process..., Form 5500 preparation, Nondiscrimination..., 403 b, Customer Service, User Acceptance Testing, Benefit Plan..., Qualified Retirement..., QKA, ASC (retirement plan..., SharePoint, Series 6, Consulting
Education
Saint John's University 1990 — 1994
B.A
Cloquet Senior High School 1986 — 1990
High School
M&T Bank January 2010 - March 2013
M&T Bank February 2008 - January 2010
TD June 2005 - October 2007
Wachovia October 2003 - June 2005
M&T Bank June 2000 - October 2003
Skills
Proficient in AnalytiX..., Project Management..., Banking, Management, Financial Services, Analysis, Marketing, Investments, Commercial Banking, Consulting, Loans, Business Analysis
Education
St. Bonaventure University 1997 — 2000
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
State University of New York College at Buffalo 1990 — 1994
Bachelor's degree, Sociology
PNC Wealth Management September 2010 - Present
Wells Fargo October 2005 - July 2010
Wachovia/Wells Fargo October 2003 - October 2005
Wachovia September 2000 - October 2003
Chevy Chase/Capital One June 1997 - September 2000
Education
Salisbury University - Perdue School of Business 1983 — 1988
Bachelor of Science, Accounting
Capital One Bank August 2010 - Present
Fifth Third Bank 2007 - 2008
Wachovia Bank 2004 - 2006
First Union National Bank 2001 - 2006
Wachovia 1986 - 2006
Skills
Banking, Marketing Communications, Financial Services, Relationship Management, Strategic Planning, Strategy, Business Development, Sales, Team Building, Business Planning, Leadership
Education
Salem College 1976 — 1979
BA, English
Fidelity Investments January 2007 - Present
Wachovia March 2004 - December 2006
Lehman Brothers May 1996 - March 2004
Education
University of Delaware - Lerner College of Business and Economics 1993 — 1995
MBA, Information Systems
Rutgers University-New Brunswick 1989 — 1993
B.S., Computer Science
AT&T Wireless August 2010 - Present
Creative Financial Group January 2009 - Present
Principal Financial Group 2011 - 2012
Financial Advisors of Delaware Valley 2011 - 2011
New England Financial January 2009 - March 2010
Philly2Night.com 2010 - 2010
Weichert Realty July 2007 - August 2009
Wachovia March 2008 - June 2008
Wachovia Bank March 2008 - June 2008
Cordua & Co October 2006 - July 2007
Skills
Series 7, Mortgage Lending, Investments, Management, Loans, Real Estate, Finance, Financial Services, Team Building, Retail, Sales, Sales Management, Training, Life Insurance, Residential Mortgages, Customer Service
Education
Rowan College at Burlington County 1994 — 1995
N/A, General Studies
Holy Cross High School
Life & Health Insurance
Our Lady of Good Council
Our Lady of Good Council
State of New Jersey Real Estate
Glenmede Investment Management January 2011 - Present
Galileo Weather Risk Management Advisors LLC June 2009 - August 2009
Wachovia June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Portfolio Management, Investments, Derivatives, Capital Markets, Strategy, Fixed Income, Finance, Wealth Management, Bonds, Market Analysis, New Business Development, Bloomberg, Alternative Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Science (BS), Finance
PHS
Interdigital Communications Inc May 2011 - Present
Interdigital Communications Inc May 2007 - May 2011
NeighborCare Inc/Omnicare Inc January 2005 - May 2007
NeighborCare 2002 - 2007
NeighborCare Inc May 2002 - January 2005
Verizon Telecommunications Inc June 2001 - May 2002
Wachovia March 2000 - May 2001
Skills
Financial Reporting, Accounting, Financial Analysis, Accounts Receivable, Accounts Payable, SEC filings, Finance, Sarbanes-Oxley Act, Variance Analysis, Mergers, Sarbanes-Oxley, PeopleSoft, Fixed Assets, General Ledger, Forecasting, Account Reconciliation, Revenue Recognition, Microsoft Excel
Education
Villanova University 2013 — 2013
Professional Certification(s) ROI Methodology, Business Analysis, and Business Intelligence, Business Finance
Saint Joseph's University 2004 — 2005
MBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2005
MBA, Finance
West Chester University of Pennsylvania 1997 — 2001
Business, Finance and Accounting
Vitality Bowls November 2014 - Present
Wells Fargo February 2012 - December 2014
Wachovia, A Wells Fargo Company April 2010 - February 2012
Wachovia, A Wells Fargo Company November 2008 - April 2010
Wachovia March 2008 - November 2008
Wells Fargo Home Mortgage February 2006 - March 2008
Cirrus Financial March 2004 - February 2006
Skills
Solution Implementation, Project Coordination, Project Planning, Meeting Planning, Live Meeting, Real Estate Transactions, Real Estate, Foreclosures, REO, Mortgage Lending, Document Drafting, Loans, Refinance, Process Management, Project Management, Procedure Manuals, Program Implementation, iGrafx, Business Process Mapping, Visio, Process Flow..., Procedure Development
Education
Saint Mary's College of California 2001 — 2003
BA, Economics
Wells Fargo July 2015 - Present
Wells Fargo September 2014 - Present
Wells Fargo April 2011 - Present
Wells Fargo January 2010 - Present
Wachovia, A Wells Fargo Company November 2008 - Present
Wachovia November 1993 - Present
FDIC-DOL & RTC May 1990 - November 1993
KeySpan 1978 - 1990
Skills
Risk Management, Banking, Financial Risk, Credit, Portfolio Management, Credit Risk, Mortgage Lending, Operational Risk..., Loans, Operational Risk, Process Improvement, Business Analysis, Enterprise Risk..., Financial Analysis, Vendor Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
BA, Economics
Tottenville
wachovia 2001 - Present
Education
Rutgers University-New Brunswick 1979 — 1985
Wachovia April 2008 - Present
ConferenceDirect December 2006 - August 2007
Wachovia Corporation October 2004 - December 2006
Education
Saint Bonaventure University 2000 — 2004
BBA, Marketing
Bank of America September 2010 - Present
Wells Fargo December 2009 - September 2010
Wells Fargo April 2007 - December 2009
TIAA-CREF July 2006 - April 2007
Wachovia November 2004 - July 2006
Syngenta December 2001 - November 2004
ITW June 1998 - December 2001
Compuware July 1996 - June 1998
Skills
Enterprise Architecture, Business Analysis, IT Strategy
Education
Royal Holloway, University of London 1993 — 1996
BSc (Honors), Computer Science
Independent Consultant / Contractor January 2015 - Present
The North Highland Company September 2010 - December 2014
Various firms May 2009 - September 2010
Wachovia 2007 - 2009
Radian Guaranty, Inc 1998 - 2007
Skills
Risk Management, Vendor Management, Change Management, Integration, Financial Services, Strategic Planning, Mortgage Lending, Product Development, Business Process..., Business Process..., Mortgage Banking, Strategy, Business Process, Portfolio Management, Financial Risk, Project Management, Credit Risk, Business Strategy, Relationship Management, Requirements Gathering
Education
Saint Joseph's University 1993 — 1997
BA, Economics
Prudential Financial May 2013 - Present
National Association of Black Accountants (NABA) 2009 - 2015
National Association of Black Accountants (NABA) 2009 - 2015
National Association of Black Accountants (NABA) 2009 - 2015
National Association of Black Accountants (NABA) 2009 - 2015
Deloitte & Touche January 2011 - May 2013
Rutgers Business School May 2009 - December 2010
Wachovia August 2007 - May 2009
Starpoint Mortgage July 2004 - July 2007
Skills
Financial Analysis, Accounting, Financial Reporting, Investments, Auditing, Finance, Financial Audits, IFRS, Internal Controls, Microsoft Excel, PowerPoint, Sarbanes-Oxley Act, Budgets, Financial Statements
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
MBA, Finance
Rutgers University-New Brunswick 1998 — 2003
BA, Journalism, Africana Studies
Columbia Sr. High School 1994 — 1998
Diploma, College Prep
Wells Fargo 2009 - Present
Wachovia June 2008 - Present
A.G. Edwards & Sons, Inc. June 1996 - June 2008
Education
Saint Louis University 2002 — 2006
Bachelors, Computer Science
TGA Premier Youth Golf and Tennis of Essex & Morris County 2009 - Present
Business Golf Connection March 2006 - Present
Wachovia December 2001 - June 2007
Morgan Stanley 2000 - 2002
Painewebber 1994 - 1998
Skills
Financial Analysis, Financial Forecasting, Grant Writing, Strategic Planning, Program Management, Programd development, Leadership, Personal Development, Advertising, Sales, Marketing Strategy, Microsoft Certified..., Customer Service, Risk Management, Operations Management, Business Strategy, Managing Multi-Million..., Public Speaking, Team Building, New Business Development
Education
Rutgers, The State University of New Jersey-Newark
Rutgers, The State University of New Jersey-Newark
Catapult Learning August 2008 - Present
Catapult Learning August 2008 - June 2009
Wachovia March 2008 - August 2008
Franklin First Financial June 2006 - March 2008
First Franklin, A division of Merrill Lynch June 2004 - June 2005
Skills
Event Planning, Marketing Communications, Marketing Strategy, Marketing, Strategic Planning, Customer Service, Leadership, Organizational..., Microsoft Office, Constant Contact
Education
Rutgers, The State University of New Jersey-Camden 1998 — 2002
Bachelor's degree, Marketing, 3.5
JPMorgan Chase July 2013 - Present
Bank of America April 2011 - July 2013
BBVA Compass 2009 - 2011
wachovia September 2005 - July 2009
Enterprise Rent-A-Car 2000 - 2003
Skills
Commercial Banking, Loans, Banking, Credit, Business Relationship..., Financial Analysis, Insurance, Risk Management, Coaching, Relationship Management, Customer Service, FINRA Series 6 and 63, Commercial Lending, Credit Analysis, New Business Development, Retirement Planning, Portfolio Management
Education
Saint Louis University 1997 — 2000
Bachelor of Science (BS)
Jack O'Boyle and Associates June 2012 - Present
JP Morgan Chase August 2010 - June 2012
Bank of America June 2008 - August 2010
Wachovia January 2002 - March 2008
Washington Mutual January 1981 - January 2002
Skills
Team Building, Mortgage Banking, Marketing, Risk Management, Mortgage Lending, Loan Origination, REO, Loan Servicing, Strategic Planning, Loss Mitigation, Management, Loans, Banking, Mortgage Servicing, Sales, Portfolio Management, Credit, Financial Services, Leadership, Refinance, Underwriting, Residential Mortgages, FHA, Commercial Lending, Consumer Lending, Executive Management, Real Estate, Asset Management, Finance, Default, Relationship Management, Credit Risk
Education
Sam Houston State University
Macy's May 2010 - Present
Citibank December 2008 - May 2010
Wachovia February 2008 - November 2008
World Savings 2006 - 2007
Banana Republic August 2004 - January 2006
Macy's September 1997 - August 2004
Skills
Employee Relations, Onboarding, Recruiting, Succession Planning, College Recruiting, Customer Service, Human Resources, Leadership, Management, Merchandising, Retail, Talent Acquisition, Talent Management, Team Building, Time Management, Training
Education
St. Mary's College of California 2003 — 2005
Master of Business Administration (M.B.A.)
University of Arizona 1993 — 1997
BS, Retailing and Consumer Studies
Brasidas Group AG November 2009 - Present
HSBC May 2008 - November 2009
Wachovia July 2007 - May 2008
Wachovia Mortgage Corp. December 2003 - July 2007
Citibank May 2000 - December 2003
First Union National Bank August 1997 - May 2000
Skills
Start-ups, Financial Analysis, Relationship Management, Portfolio Management, Wealth Management, Commercial Banking, Investments, Retail Banking, Emerging Markets, Risk Management, Credit, Loans, Strategic Planning, Mortgage Lending
Education
Rutgers University-New Brunswick 1991 — 1995
BA, Administration of Justice/Economics
St. Peters Prep (Student Class of 91)
Wells Fargo September 2009 - Present
Wachovia August 2006 - January 2010
Wachovia Bank June 2003 - August 2006
Bank of America May 2001 - June 2003
Summit Bank January 1999 - March 2001
Skills
Operational Risk..., Financial Risk, Enterprise Risk..., Risk Management, IT Audit, Sarbanes-Oxley Act, CISA, Auditing, Governance, Banking, Sarbanes-Oxley, Operational Risk, Business Continuity, Internal Audit, Internal Controls
Education
Rutgers University-New Brunswick 1986 — 1990
BA, Economics
Wells Fargo Home Mortgage August 2012 - Present
Wachovia November 2001 - December 2010
Wachovia November 2001 - December 2010
Education
Saint Joseph's University
Progressing, History/ Political Science
Rels July 2012 - Present
MountainView Appraisal January 2008 - July 2012
Wachovia January 2007 - December 2007
World Savings October 2005 - January 2007
World Savings 2003 - 2005
Skills
Customer Satisfaction, Appraisals, Mortgage Lending, Loans, Loan Origination, Management, REO, Training, Leadership, Mortgage Banking, Sales, FHA, Risk Management, Customer Service, Foreclosures, Real Estate, Recruiting, Investors, Investment Properties
Education
Strayer University (UT) 2011 — 2011
Salt Lake Community College 2008 — 2009
business
U. S. Trust, Bank of America Private Wealth Management Board MemberUnited Way of Greater New HavenDecember 2010 - Present
Hartford CFA Society 2008 - Present
CFA Institute 2002 - Present
Hartford CFA Society 2008 - 2009
Wachovia 1998 - 2002
Union Trust Co. 1981 - 2002
Skills
Asset Allocation, Portfolio Management, Wealth Management, Investments, Banking, Asset Management, Equities, Hedge Funds, Alternative Investments, Fixed Income, Mergers & Acquisitions, Mutual Funds, Securities, Investment Strategies, Investment Management, Valuation, Bloomberg, Capital Markets, Investment Advisory, Bonds, Derivatives, Equity Research, Equity Valuation, Estate Planning, Financial Advisory, Financial Modeling, Financial Risk, Financial Services, Options, Retirement, Retirement Planning, Strategic Financial..., Structured Finance, Trading, Wealth Management...
Education
Sacred Heart University 1977 — 1981
The Burlington County planning and zoning board January 2015 - Present
Sovereign Bank September 2012 - Present
Wachovia Securities November 2007 - September 2012
Wachovia 2007 - September 2012
PHH Mortgage August 2000 - November 2007
Skills
Mortgage Lending, Mortgage Banking, Sales, Loans, Credit, Loan Origination, Residential Mortgages, Refinance, FHA, Banking, Underwriting, Credit Analysis, Financial Services, Leadership, Insurance, Risk Management, Financial Analysis, Sales Management, Retail Banking, Account Management, Customer Retention
Education
Rowan University 1994 — 1999
Economics
Bank of America March 2008 - Present
Wachovia August 2007 - February 2008
MobileHWY February 2007 - July 2007
CC Communications January 2005 - February 2007
Education
Rochester Institute of Technology 2000 — 2004
BS, Information Technology
Wachovia Director Human ResourcesOnyxx2001 - 2006
Education
Rutgers University-New Brunswick 1986 — 1990
B.A., English
Wells Fargo June 2014 - Present
Wells Fargo April 2010 - June 2014
Wachovia, A Wells Fargo Company April 2008 - April 2010
Wachovia September 2006 - May 2007
Compass Group April 2006 - April 2007
Paychex April 2005 - July 2006
Rochester Institute of Technology August 2001 - April 2005
Skills
Employee Relations, Legal Compliance, Procedure Creation, HR Service Delivery, HR Business Partnering, Coaching Leaders, Disciplinary, Works Council, Operational HR, Change Initiatives, Workplace Learning, Human Resources, Management, Recruiting, Business Coaching, Performance Management, Employee Engagement, Program Management, Talent Acquisition, Personnel Management, Succession Planning, HRIS, Organizational..., Talent Management, Deferred Compensation, Onboarding, Coaching, Team Building, Training, Leadership Development, Policy, FMLA, Change Management, Performance Appraisal, HR Policies, Conflict Resolution, Project Management, Staff Development, Career Development, Employee Benefits, Applicant Tracking...
Education
Rochester Institute of Technology 2002 — 2004
Masters Degree, HR Development
St. Augustine's College 1989 — 1993
Bachelors, Broadcast Communications
Sears Holding Company March 2015 - Present
Sears Holdings Corporation February 2014 - March 2015
Capital One March 2012 - October 2013
Capital One July 2009 - March 2012
Bank of America June 2008 - July 2009
Wachovia Bank January 2005 - January 2008
PNC January 2004 - January 2005
Wachovia July 1998 - December 2004
Skills
Management, Banking, Leadership
Education
William Paterson University of New Jersey
Bachelor of Arts (BA), Art with Education Concentration
Rutgers University-New Brunswick 1990 — 1992
Rightpoint 2013 - Present
RDA 2007 - 2013
Harmony IS 2008 - 2008
Perficient 2004 - 2007
Wachovia 2002 - 2006
Genisys Consulting 2000 - 2004
3rd Rail Technology 1999 - 2000
Geneer 1998 - 1999
Skills
ASP.NET, Microsoft SQL Server, Software Development, jQuery, SharePoint, C#, .NET, ASP.NET MVC, Agile Methodologies, Web Services, LINQ, SQL, XML, Visual Studio, JavaScript, T-SQL, Requirements Analysis, TFS, SOA, SDLC, IIS, AJAX, Database Design, Software Project..., WCF, WPF, SharePoint Designer, Design Patterns, Object Oriented Design, Microsoft Office..., Software Engineering, REST
Education
Rose-Hulman Institute of Technology 1994 — 1998
BS, Computer Science
TIAA-CREF June 2013 - Present
Wells Fargo January 2011 - June 2013
Wells Fargo May 2009 - January 2011
Wachovia February 2008 - May 2009
PwC September 2001 - August 2004
Skills
Asset Management, Management, Accounting, Financial Modeling, Financial Analysis, Commercial Real Estate, Banking, Finance, Credit, Financial Reporting, Investments
Education
Saint Bonaventure University 1996 — 2001
Master of Business Administration (MBA), Accounting and Finance
Verizon Wireless July 2013 - Present
Verizon Wireless April 2010 - Present
Verizon Wireless November 2007 - December 2010
Verizon Wireless March 2005 - November 2007
Wachovia March 2002 - February 2004
RadioShack September 2001 - March 2002
Skills
Competitive Analysis, Cross-functional Team..., Go-to-market Strategy, Management, Product Management, Product Marketing, Strategy, Telecommunications, Vendor Management, Wireless, Wireless Networking
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2011
Master of Business Administration (M.B.A.), Marketing
The College of New Jersey 2000 — 2005
BSCE, Computer Engineering
west morris central 1996 — 2000
AIG April 2011 - Present
AIG April 2007 - April 2011
Wachovia 2005 - 2007
Skills
Insurance, Property & Casualty..., Commercial Insurance, Underwriting, Risk Management, Liability, General Insurance, Reinsurance, Brokers
Education
Rutgers University-New Brunswick
Bachelor's degree, Financial Economics
Wells Fargo November 2014 - Present
Wells Fargo January 2013 - November 2014
Wells Fargo September 2009 - February 2013
Wachovia, A Wells Fargo Company October 2006 - September 2009
Wachovia September 2005 - October 2006
Skills
Certified Retirement..., Marketing, Customer Service, Sales, RFP, Account Management, Microsoft Office, Microsoft Excel, Strategic Planning, Vendor Management, Banking, Leadership, Process Improvement, Financial Analysis, Business Analysis, Financial Services, Event Planning, Relationship Management, Investments
Education
Saint Bonaventure University 2001 — 2005
Bachelor of Arts
Saint Bonaventure University 2001 — 2005
Minor
Wachovia Store ManagerWachovia, A Wells Fargo CompanyDecember 2009 - Present
Education
Saint Leo University
MBA, Administration
Citi Private Bank July 2014 - Present
Citi Private Bank September 2007 - July 2014
Wachovia May 2005 - September 2007
Citi Private Bank January 2001 - April 2005
KLS Professional Advisors June 1998 - January 2001
BBH June 1995 - May 1998
Skills
Banking, Wealth Management, Risk Management, Credit, Financial Analysis, Equities, Securities, Fixed Income
Education
Rutgers University-New Brunswick 1991 — 1995
BS, Marketing
United Guaranty Corporation December 2009 - August 2015
United Guaranty Corporation December 2009 - August 2011
Fifth Third Bank October 2008 - December 2009
Wachovia March 2007 - October 2008
AIG United Guaranty September 1998 - December 2006
Chase Manhattan Mortgage March 1992 - August 1998
Skills
Underwriting, Mortgage Banking, Credit, Mortgage Lending, Loans, Credit Analysis, Banking, FHA, Mortgage Underwriting, Process Improvement, Sales, Insurance, Risk Management, Customer Service, Due Diligence, Finance, Fraud, Credit Risk, Financial Analysis, Strategic Planning
Education
Saint Xavier University 2010 — 2011
Graduate Certificate of Financial Fraud Examination and Management
Saint Xavier University 1984 — 1988
BA, Business Administration/Management
Wells Fargo Advisors October 2009 - Present
Wachovia January 2008 - October 2009
AG Edwards July 1985 - December 2007
Skills
Business Analysis, Visio, Unix, Requirements Analysis, SOA, SharePoint, Testing, Requirements Gathering, Enterprise Architecture, SDLC, Integration, Data Warehousing, Software Project..., Agile Methodologies, SQL, IT Strategy, PMP, Microsoft SQL Server, DB2, Software Documentation, Vendor Management, Web Services, Databases, Systems Analysis, XML, ASP.NET, ETL, Database Design, PL/SQL, Software Development, Oracle, Business Intelligence
Education
Saint Louis University 1978 — 1982
Bachelor of Science (B.S.), Engineering
FRSTeam by Tri State Textile Restoration May 2014 - Present
FRSTeam Fabric Restoration 2009 - Present
FRSTeam 2009 - Present
ADP October 2008 - August 2009
Wachovia October 1994 - October 2008
World Savings October 1994 - August 2008
World Savings October 1994 - August 2008
Skills
Insurance, Sales Management, Business Development, Sales, Training, Recruiting, Account Management, Strategy, Strategic Planning, Coaching, Management, Leadership, Banking, Marketing, CRM, New Business Development, Team Building, Customer Retention, Cold Calling, Operations Management, Sales Process, Selling
Education
Rutgers University – Camden 1990 — 1993
BA, History
Sloan Industries, and Smyle Inc July 2014 - Present
JoakimSoftware LLC April 2013 - April 2015
Primedia August 2012 - March 2013
Manning 2013 - 2013
Locomotive LLC 2011 - 2012
TradeKIng August 2008 - March 2011
Cardinal Solutions 2011 - 2011
McClatchy Interactive January 2008 - August 2008
Wachovia August 2004 - December 2007
Lowe's April 2001 - August 2004
Skills
Node.js, AngularJS, MongoDB, Protractor, GruntJS, Ruby on Rails, MySQL, JavaScript, Java, Java Enterprise Edition, HTML 5, REST, Objective-C, Heroku, Amazon S3, Amazon Web Services..., Scala, JRuby, Groovy
Education
Rollins College 1977 — 1980
BS, Business Administration & Economics
Fannie Mae October 2010 - Present
Princeton Fitness and Wellness 2010 - 2010
Wachovia November 2006 - October 2008
Wachovia 2005 - 2007
World Savings 2003 - 2005
World Savings 1998 - 2003
Skills
Competitive Analysis, Loss Mitigation, Risk Analytics, Risk Management, Market Analysis, Risk Based Inspection, REO, Management, Appraisals, Training, Research, Vendor Management, Analysis, Refinance, Banking, Valuation, FHA, Leadership, Loans, Real Estate, Budgets, Mortgage Lending, Mortgage Underwriting, Credit, FHA financing, Program Management, Underwriting, Sales, Marketing
Education
Rutgers University-New Brunswick 1993 — 1998
BA, English
Hillsborough High School 1989 — 1993
Atlantic Residential Mortgage June 2009 - October 2009
Peoples United Bank - Chittenden Mortgage Services February 2009 - May 2009
Wachovia 1993 - 2008
Education
Sacred Heart University
AA, LIberal Arts
Emerson October 2010 - Present
Emerson Electric July 2008 - October 2010
Wachovia October 2006 - July 2008
Edward Jones 2004 - 2006
Skills
Financial Analysis, Investments, Portfolio Management, Leadership, Management, Negotiation, Strategy, Finance, Employee Benefits, Benefits Administration, Fixed Income, Asset Managment, Forecasting, Asset Allocation, Project Management, Equities, Employee Relations, Succession Planning, Onboarding
Education
Saint Louis University 2006 — 2008
MBA, Marketing
Saint Louis University 2000 — 2004
Bachelor, Finance
Sun National Bank VP Retail Branch ManagerSovereign BankFebruary 2002 - May 2008
Wachovia 2000 - 2004
Education
Rutgers University-New Brunswick 1995 — 1997
BA, Economics
Valuations And Consulting January 2008 - Present
Wachovia Bank 2001 - 2008
Wachovia 1970 - 2008
Wachovia Wealth Management 2001 - 2007
Wachovia Trust 1997 - 2001
Wachovia 1992 - 2000
Wachovia Bank and Trust Company, NA March 1970 - January 1992
Skills
Wealth Management, Investments, Portfolio Management, Valuation, Business Valuation, Asset Allocation, Estate Planning, Asset Management, Equities, Investment Advisory, Financial Analysis, Investment Management
Education
Salem College
BA
University of North Carolina at Greensboro
MBA
Wells Fargo Wealth Management 2009 - Present
Wachovia 2007 - 2008
Wachovia Securities 2002 - 2007
Wachovia Securities 1995 - 2002
First Charter Bank 1993 - 1995
Deutsche Financial Services Corp. 1991 - 1992
Skills
Financial Analysis, Credit Risk, Financial Risk, Financial Advisory, Operational Risk, Risk Management, Mortgage Banking, Mortgage Lending, Loans, Credit Analysis, Loan Origination, Credit, Underwriting, Banking, Commercial Lending
Education
Roosevelt University 1991 — 1992
MBA, Business
University of Iowa - Henry B. Tippie College of Business 1983 — 1987
BBA, Finance
Vanguard May 2014 - Present
AssetMark January 2014 - May 2014
TD Ameritrade January 2009 - January 2014
Wachovia March 2007 - December 2008
Thrivent Financial for Lutherans 2005 - 2007
Ameriprise Financial 2003 - 2005
Centerpoint Energy 1998 - 2003
Spring ISD 1997 - 1998
Texas House of Representatives - State Representative Kevin Brady 1993 - 1996
Skills
401k, Retirement Planning, Microsoft Office, Asset Allocation, Options, Series 7, Mutual Funds, Retirement, Asset Managment, Investments, Securities, ETFs, Finance, Risk Management, Wealth Management, Portfolio Management, Visio, Business Process, Process Improvement, Strategic Financial..., Series 66, Investment Advisory, Asset Management, Uniform Combined State..., Insurance, Financial Analysis, Investment Strategies, Estate Planning, Financial Advisory, Wealth Management..., Long-term Care, Alternative Investments, IRAs, Wealth, Series 65, Analysis, FINRA, Separately Managed..., Series 6, Financial Planners, High Net Worth..., 401k Rollovers, Retirement Plan..., Wealth Accumulation, Personal Financial..., Investment Management
Education
Sam Houston State University 1993 — 1995
Bachelor of Arts (BA), Political Science and Government
Wells Fargo March 2013 - Present
Wells Fargo February 2011 - March 2013
Wachovia July 2008 - November 2009
Wachovia July 2007 - June 2008
Citicapital Commercial Corporation August 2004 - July 2007
Pitney Bowes January 2002 - August 2004
Christian Brothers Investment Services July 2001 - December 2001
debis Financial Services July 1996 - October 2000
Education
Sacred Heart University
Temple University
Wells Fargo November 2008 - Present
Wachovia September 2001 - November 2008
First Union National Bank July 1995 - September 2001
First Fidelity National Bank April 1991 - September 1995
Chase September 1987 - April 1991
Manufacturers Hanover Trust September 1977 - September 1987
Crum & Forster June 1976 - September 1977
US Trust June 1973 - June 1976
Skills
Banking, Enterprise Architecture, Credit Risk, Wholesale Lending, Commercial Real Estate, Operational Risk..., Information Technology, Financial Accounting, Trade Finance, Mortgage Servicing, Strategic Thinking, IT Portfolio, IT Outsourcing, Portfolio Management, Financial Services, Risk Management, Financial Risk, Vendor Management, Executive Management, SDLC, Relationship Management, Finance, Cash Management, Payments, PMO, IT Strategy, Business Analysis, Business Process..., Commercial Banking, Commercial Lending, Credit, Retail Banking, Consumer Lending, Enterprise Risk..., ACH, Operational Risk
Education
St. Peter's College 1973 — 1977
Bachelor of Science (BS), Accounting
St. Peter's College 1973 — 1975
Associate's degree, Computer Science
Google March 2012 - Present
Wells Fargo September 2009 - March 2012
Wachovia August 2007 - September 2009
World Savings November 2001 - August 2007
Skills
Project Management, Program Management, Leadership, Training, Accounting, Real Estate, Portfolio Management, Financial Analysis, Process Improvement, Vendor Management, Budgets, Strategic Planning, Forecasting, Banking, Microsoft Excel, Fixed Assets, Finance, Business Analysis
Education
St. Mary's College of California 2010 — 2012
MBA
University of California, Berkeley 1992 — 1998
BA, English
Wells Fargo Home Mortgage September 2012 - Present
Wells Fargo August 2002 - September 2012
Wachovia March 1991 - July 2002
Skills
Accounting, Risk Assessment, Business Process..., Governance, Capital Markets, Operational Risk, Internal Audit, Operations Management, Security Operations, Mortgage Lending, Mortgage Servicing, Enterprise Risk..., Operational Risk..., Financial Risk, Auditing, Risk Management, Sarbanes-Oxley Act
Education
Rutgers University – Camden 1988 — 1992
MBA, Management
Saint Joseph's University 1984 — 1988
B.S., Accounting
The Leukemia & Lymphoma Society January 2012 - Present
Wells Fargo January 2010 - January 2012
Wachovia, A Wells Fargo Company June 2009 - December 2009
Wachovia, A Wells Fargo Company October 2006 - June 2009
Wachovia 2001 - 2006
Wachovia March 1998 - July 2000
Wachovia October 1996 - February 1998
Turner Vision Inc. April 1994 - August 1996
Wachovia Student Financial Services/EduServ Technologies June 1992 - March 1994
Skills
Change Management, Vendor Management, Business Analysis, Risk Management, Project Management, Process Improvement, Budgets, Mergers & Acquisitions, Coaching, Team Leadership, Training, Performance Management, Management, Strategic Planning, Integration, Banking, Call Centers, Program Management, Leadership, Team Building, Cross-functional Team..., Strategy, Financial Services, Quality Assurance, Software Documentation, Sales, Telecommunications
Education
Salem College 1987 — 1991
B.A., Philosophy
MSC Industrial Supply Co. October 2014 - Present
Ally Financial Inc. March 2009 - June 2013
Wachovia September 2002 - March 2009
Post & Schell, P.C. 1999 - 2001
GMAC Mortgage Company 1998 - 1999
Witman, Stadtmauer & Michaels 1997 - 1998
Skills
HR Policies, Employee Relations, Performance Management, Succession Planning, Talent Management, Talent Acquisition, Onboarding, Employee Benefits, Deferred Compensation, Employee Engagement, Management, Labor Relations
Education
Rutgers University School of Law - Camden
J.D., Law
Temple University
B.A., Political Science
Bank of America April 2009 - Present
Wachovia November 2001 - March 2009
YOUcentric March 2000 - February 2001
SphereSix 2001 - 2001
Teranet Inc. January 1997 - February 2000
Skills
SDLC, Requirements Analysis, Business Analysis, Agile Methodologies, Enterprise Architecture, Software Project..., SQL, SOA, Microsoft SQL Server, Visio
Education
Ryerson University 1990 — 1995
BSc, Comp Sci
JPMorgan Chase May 2011 - Present
wachovia 2007 - 2009
Education
Rutgers, The State University of New Jersey-Camden 1979 — 1981
BA, Business Administration
Vantage Point Corporation August 2014 - Present
CDW June 2008 - August 2014
Wachovia May 2003 - May 2007
Admiral enegy 2005 - 2006
WorldCom July 1999 - October 2003
Skills
Salesforce.com, Project Management, Solution Selling, Account Management, Cold Calling, Direct Sales, Sales Process, Sales, Cloud Computing, Selling, SaaS, New Business Development, Sales Management, Lead Generation, B2B, Sales Presentations, Customer Service, Sales Operations, Team Building, CRM, Strategic Planning, Networking, Project Planning
Education
Saint Xavier University 1994 — 2005
BA, Psychology
Saint Laurence HS 1990 — 1994
diploma, general
FHM 1984 — 1990
Wells Fargo March 2010 - Present
Wachovia December 2001 - March 2010
Wachovia Asset Management March 1998 - December 2001
Wachovia Asset Management September 1991 - March 1998
Skills
Portfolio Management, Investments, Asset Management, Wealth Management, Equities, Asset Allocation, Mutual Funds, Investment Management, Client Relations, Investment Advisory
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1991
MBA, Investments
Rutgers University-New Brunswick 1982 — 1986
BA, English Lit, Classical Humanities
BB&T July 2007 - Present
Wachovia May 2005 - June 2007
Wachovia Securities, LLC June 2000 - May 2005
IJL 1989 - 2000
Skills
Corporate Actions, Management Accounting, Risk Management, Securities, Enterprise Risk..., Financial Risk, Operational Risk..., Sarbanes-Oxley Act, Financial Analysis, Capital Markets, Series 7, Mutual Funds, Back Office, Account Reconciliation, Internal Audit, Portfolio Management, Banking, Operational Risk, Financial Services
Education
Virginia Commonwealth University 2000 — 2005
MACC, Accounting
St. Peter's College 1975 — 1979
Bachelor of Science (BS), History
Ally Bank July 2009 - Present
Wachovia 2004 - 2008
Wachovia Bank 2004 - 2007
Skills
Leadership, Coaching, Banking, Credit, Loans, Consumer Lending, Retail Banking, Small Business Lending, Cross Selling, Commercial Banking, Mortgage Lending, Call Center, Portfolio Management, Call Centers, Risk Management, Loan Origination, Sales, Customer Service, Operations Management, Relationship Management, Financial Services, Customer Experience, Process Improvement, Executive Management
Education
Rutgers, The State University of New Jersey-Newark 1972 — 1978
mba, business administration
Wells Fargo November 2013 - Present
Wells Fargo, formerly Wachovia 2008 - November 2013
Wachovia 2002 - 2008
Fleet Bank 1997 - 2002
Middle Market 1996 - 1997
IBJ Schroder Bank & Trust Company 1995 - 1996
Chemical Bank 1991 - 1995
National Westminster Bank 1986 - 1991
Skills
Collaborative Leadership, Inspiring People, Communication, Community Engagement, Wholesale Banking, Retail Banking, High Performance Teams, Public Speaking, Strategic Planning, Treasury Management, Sales, Cross Selling, Consumer Lending, Mergers & Acquisitions, Commercial Mortgages, Lines Of Credit, Loan Origination, Small Business, Series 6, Portfolio Management, Asset Based Lending, Middle Market
Education
NYU Stern School of Business 1992 — 1996
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1981 — 1986
BA, Business
Wells Fargo May 2011 - Present
Wells Fargo Bank June 2010 - May 2011
Wells Fargo May 2009 - June 2010
Wachovia, A Wells Fargo Company October 2008 - May 2009
Wachovia November 2003 - September 2008
Skills
Business Analysis, Analysis, Leadership, SDLC, Requirements Gathering, Banking, Financial Services, Credit Risk Data, Data Management, Resource Management, Project Management, Commerical Lending Data
Education
Saint Anselm College 1988 — 1992
BA
Glastonbury High School
Wells Fargo August 2010 - Present
Wachovia March 2006 - August 2010
Wachovia February 2002 - February 2006
Wachovia February 2001 - February 2002
Wachovia August 1997 - January 2001
Wachovia April 1992 - July 1997
Wachovia October 1989 - March 1992
Wachovia April 1987 - September 1989
First Atlanta Corporation June 1982 - March 1987
First Atlanta Corporation January 1982 - May 1982
Education
MBA Georgia State University 1979 — 1984
Master of Business Administration (M.B.A.), Accounting
Rutgers University-New Brunswick 1970 — 1974
BA, Economics
Lawrence High School 1966 — 1970
Wells Fargo February 2013 - Present
Wells Fargo Advisors August 2010 - February 2013
Wells Fargo Bank June 2006 - August 2010
Wachovia August 1998 - June 2006
Wachovia January 1993 - August 1998
KPMG Peat Marwick August 1987 - April 1991
Skills
Financial Reporting, Bank Mergers, Regulatory Submissions, Accounting, Budget Forecasts, Acquisition Integration, Internal Controls, Finance, Forecasting, Variance Analysis, Mergers & Acquisitions, Corporate Finance, Banking, Auditing, Account Reconciliation, Financial Analysis, Analysis, Financial Services, Management
Education
Rutgers University-New Brunswick 1983 — 1987
BS, Accounting and Economics
University of North Carolina at Charlotte - Belk College of Business 1994 — 1999
MBA, Commercial Banking and Finance
Wells Fargo June 2009 - Present
Wachovia, A Wells Fargo Company August 2007 - June 2009
Wachovia Securities, LLC April 2005 - November 2006
Wachovia Bank April 2004 - March 2005
Wachovia July 2002 - March 2004
Minnesota Timberwolves 1995 - 1997
Skills
Securities, Start-ups, Financial Services, Wealth Management, Time Management, Budgets, AML, Integration, Project Management, Microsoft Excel, Microsoft Office, Loans, Credit
Education
Robert Morris University - Illinois 1998 — 2002
BA, Management
Univest February 2015 - Present
Beneficial Bank March 2012 - February 2015
Citizens Bank June 2005 - February 2012
Wachovia February 1981 - June 2005
Skills
Commercial Lending, Commercial Banking, Banking, Credit, Small Business Lending, Credit Analysis, Cash Management, Consumer Lending, Financial Analysis, Asset Based Lending, Portfolio Management, Loans, Strategic Sales, Retail Banking, Lines Of Credit, Relationship Management, Strategic Financial..., Finance, Leadership, Capital Markets, Loan Origination, Credit Risk, Treasury Management, Commercial Mortgages, Deposits, Underwriting, Cross Selling, Mortgage Lending, Financial Services, Mortgage Banking, Financial Risk, SBA, Branch Management, Financial Institutions, Wealth Management, Risk Management, AML, Credit Cards, Financial Structuring, Operational Risk, Middle Market, Branch Banking, Loan Servicing, Executive Management, Treasury Services, Financial Planning
Education
Saint Joseph's University
BS, Accounting
Mln Enterprises August 2014 - Present
Delta Dental August 2010 - August 2014
Delta Dental August 2010 - August 2014
4 Hands Are Better Than 2 November 2006 - March 2010
Allstate February 2006 - November 2006
Wachovia April 2004 - November 2006
AT&T Wireless June 1999 - July 2004
High Technical Institute June 2000 - August 2001
Foundation Health January 1998 - June 1999
Skills
Insurance, Training, Certified Project..., Supervisory Skills, Customer Relations, Dental Insurance, Dental Assisting, Claims Management, Claims Resolution, dental
Education
Sacramento City College 1995 — 1998
AA, Math, Science & Engineering
Dental Hygiene, Onondaga Community College 2001 — 2003
Wachovia Lead TellerWells FargoFebruary 2011 - Present
Skills
Banking, Retail Banking, Consumer Lending, Microsoft Excel, Customer Service, Loans
Education
Rutgers University-New Brunswick 1999 — 2004
Merrill Lynch Wealth Management, Bank of America Corporation September 2013 - Present
Stifel Financial Corp. July 2009 - September 2013
Wachovia July 2006 - July 2009
Edward Jones Trust Company January 2005 - July 2006
Skills
Estate Planning, Investments, Wealth Management, Retirement Planning, Finance, Financial Planning, Portfolio Management, Financial Services, Mutual Funds, Strategy, Management Consulting, Mergers & Acquisitions, Due Diligence, Legal Writing, Real Estate, 401k Rollovers
Education
Saint Louis University School of Law 2001 — 2004
Doctor of Law (JD)
Saint Louis University 1996 — 2000
BA, English
St. Xavier High School - Louisville, KY 1992 — 1996
High School
Charlotte-Mecklenburg Schools August 2014 - Present
Loudoun County Public Schools August 2012 - June 2014
Ken Harris and Associates April 2008 - February 2011
Holder Construction Company March 2000 - July 2001
Wachovia 1993 - 1995
Skills
Highly Qualified to...
Education
Shenandoah University 2012 — 2014
Master's degree, Education
Salem College 1993 — 1997
Bachelor's degree, Business Administration and Management, General
Marriott Hotels April 2010 - Present
Affinity Federal Credit Union November 2008 - March 2010
Marriott Hotel 2008 - 2009
McGraw Hill Employees Federal Credit Union 2006 - 2008
United Teletech Financial Federal Credit Union 2005 - 2006
Wachovia 2004 - 2005
Commerce Bank 2003 - 2004
Sharonview Federal Credit Union January 2000 - January 2003
Skills
Training, Sales
Education
Saint Peter's University 1987 — 1992
B.S., Management/Marketing
Principis Capital, LLC May 2011 - Present
EquiNest Inc. 2002 - 2010
Wachovia 1978 - 2001
Education
Rutgers University-New Brunswick
Deutsche Bank July 2008 - Present
Citi May 2005 - July 2008
Merrill Lynch Financial September 2003 - March 2005
Wachovia June 2002 - September 2003
Skills
Risk Management, Project Management, Change Management, Operations Management, Quality Control, Business Process &..., Negotiations &..., Technology Management, Data Privacy, Process Improvement
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2005
BSc, Finance
Wachovia, A Wells Fargo Company March 2010 - Present
Wachovia January 2004 - Present
SnapFitness December 2008 - June 2009
Education
Rowan University 2008 — 2009
Bachelors, Advertising / Communications
Rowan University
Bachelor of Arts, Advertising
TD Bank Group January 2012 - Present
Wells Fargo Family Wealth 2004 - January 2012
Wachovia 2001 - 2004
PwC 1999 - 2001
The Ayco Company 1997 - 1999
Skills
Strategic Financial..., Estate Planning, Wealth, Wealth Management..., Tax, Finance, Wealth Management, Investments, Asset Allocation, Portfolio Management, Investment Advisory, Mutual Funds, Asset Management, Investment Strategies, High Net Worth..., Equities, Financial Services, Retirement Planning, Risk Management, Financial Advisory
Education
Villanova Law School 1994 — 1995
Master of Laws (LL.M.), Taxation
Rutgers University School of Law - Camden 1991 — 1994
Doctor of Law (JD)
Villanova University 1986 — 1990
Bachelor of Arts (BA), Political Science and Government
CIGNA Tel-Drug July 2012 - Present
Bank of New York Mellon August 2011 - May 2012
Philadelphia County Assistance 2009 - 2010
Nutrisystem 2008 - 2009
Recordtrak 2008 - 2008
Taylor, Bean & Whitaker May 2007 - July 2007
Advanta 2007 - 2007
Pearle Vision 2005 - 2007
Wachovia 2004 - 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Team Building, Sales Management, Sales, Coaching, Negotiation, Social Media, New Business Development, Public Speaking, Outlook, Budget, Project Management, Marketing, Marketing Strategy, Account Management, Time Management, Management
Education
St. Joseph's University 2012 — 2012
Master's, Health/Health Care Administration/Management
Chestnut Hill College 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Citi May 2013 - Present
Citi August 2012 - May 2013
Insight Global/Hewlett Packard February 2012 - July 2012
Randstad/ Vanguard October 2011 - January 2012
Santander Bank, N.A. September 2010 - September 2011
Citi Financial Auto June 2009 - September 2010
Spherion/ Hewitt Associates October 2008 - February 2009
CSI Companies GMAC Auto June 2008 - September 2008
Wells Fargo Home Mortgage November 2007 - May 2008
Wachovia December 2006 - November 2007
Skills
Customer Relations, Customer Service, Administration, Accounts Payable, Payroll, Invoicing, Finance, Accounting, Data Entry, Software Documentation, Management, Time Management, Banking, Call Centers, Microsoft Excel
Education
Saint Leo University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services, 4.0
West Charlotte Highschool 1993 — 1996
Diploma, Graduation Requirements
Northern Trust April 2012 - Present
Wells Fargo April 2009 - April 2011
Wachovia June 2002 - May 2008
Skills
Marketing, Strategic Planning, Customer Service, Leadership, Business Development, Team Building, Event Planning, Marketing Strategy
Education
University of Florida 1994 — 1995
Saint Mary's College 1991 — 1993
Citi January 2013 - Present
Interbank Mortgage Company October 2012 - January 2013
Accenture Credit Services September 2009 - October 2012
Bank of America May 2009 - August 2009
Wachovia March 2009 - May 2009
East Coast Mortgage Lending January 2009 - March 2009
Citizens Lending Group August 2006 - December 2008
Skills
Mortgage Lending, Loans, Mortgage Banking, Underwriting, Credit Risk, Credit, Banking, Credit Analysis, Finance, Risk Management, Customer Service, Residential Mortgages, Mortgage Underwriting, Loan Origination, Refinance
Education
Saint Francis University, Harrisburg PA 1999 — 2002
Masters Degree, Human Resources Management & Industrial Relations
Saint Vincent College 1992 — 1996
Bachelor's degree, Sociology