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
Wells Fargo August 2013 - Present
United Travels May 2009 - December 2012
Wachovia May 2006 - December 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Microsoft Word, Leadership, Time Management, Teamwork, Outlook, Event Planning, Analysis, Marketing
Education
The University of Texas at Arlington
Business Administration and Management, General
University of Texas at Dallas - Naveen Jindal School of Management
Finance
Micro Systems, Inc. (A Kratos company) June 2015 - Present
Bryla Construction, Inc. June 2014 - June 2015
DRS Technologies, Inc. Integrated Defense Systems & Services July 2011 - September 2013
DRS Training and Control Systems February 2009 - August 2011
Chromalloy Florida March 2005 - February 2009
Parties & Balloons Inc. 2001 - 2008
Wachovia January 2004 - January 2005
Manufacturing Technology, Inc. January 2001 - January 2004
Skills
Human Resources, Employee Benefits, ERP, System Administration, Oracle E-Business Suite, Business Process, Benefits Administration, Oracle Applications, Security, Change Management, Management, Recruiting, ADP Payroll, Policy, Auditing, Databases, Process Improvement, Microsoft Office, ADP ReportSmith, New Hire Orientations, Internal Audit, Oracle HR, Oracle, Visio, Sarbanes-Oxley Act, Risk Management, FMLA, IT Audit, SharePoint, Analysis, Internal Controls, Compliance, User Acceptance Testing, User Management, UPK, Data Security, Information Governance, Oracle Implementations, Employee Orientations, Enterprise Risk..., Policy Writing, GRC, Resume Writing, IT Risk Management, Segregation of Duties, Payroll, Microsoft Project, Bookkeeping, General Ledger
Education
Troy University 2001 — 2002
Northwest Florida College
Randolph Brooks Federal Credit Union May 2012 - Present
DHI Mortgage March 2010 - April 2012
Wachovia July 2007 - November 2009
University of Houston December 2006 - March 2007
Smart Financial Credit Union August 2004 - December 2006
Skills
Loan Origination, Process Improvement, Loans, Mortgage Lending, USDA, FHA, Consumer Lending, Credit, Mortgage Banking, Credit Analysis, FHA financing, Refinance, Banking, Customer Service, Residential Mortgages, Mortgage Underwriting
Education
University of Houston, C.T. Bauer College of Business 2002 — 2004
MBA, International Business
The University of Texas at Austin 1997 — 2001
BS, Nutrition
SunTrust Bank May 2015 - Present
First Citizens Bank (formerly IronStone Bank) November 2009 - Present
City of Coral Springs August 2008 - August 2009
Citibank June 2004 - July 2008
Wachovia March 2003 - June 2004
Bank of America November 2000 - February 2003
Skills
Lines Of Credit, Commercial Banking, Consumer Lending, Loans, Credit, Banking, Credit Analysis, Mortgage Lending, Retail Banking, Credit Risk, Loan Origination, Portfolio Management, Merchant Services, Deposits, Cash Management, Wealth Management, Cross Selling
Education
Troy State University 1994 — 1998
Bachelor of Science (BS), Criminal Justice
JPMorgan Chase September 2012 - Present
Bandera Road Community Church July 2009 - August 2012
Security Service Federal Credit Union May 2009 - August 2009
Wachovia October 2006 - March 2009
Wells Fargo December 2002 - October 2006
Skills
Social Media, Discipleship, Community Outreach, Public Speaking, Teaching, Leadership Development, Pastoral Care, Preaching, Church Events, Nonprofits, Coaching, Outlook, Microsoft Word, Customer Service, Volunteer Management, Microsoft Office, Team Leadership, Event Management, Supervisory Skills, Leadership
Education
The University of Texas at San Antonio 2008 — 2015
Modern Language Studies
The University of Texas at San Antonio 2008 — 2015
Minor in Bicultural Studies
Louisiana School for Math, Science and the Arts 1992 — 1994
High School, Humanities
United Bank April 2006 - Present
Wachovia 1989 - 2006
Skills
Commercial Lending, Credit, Finance, Loans, Commercial Banking, Banking, Credit Analysis, Risk Management, Small Business Lending, Portfolio Management, Business Development, Working Capital..., Private Banking, Real Estate, Underwriting
Education
George Mason University - School of Business 1984 — 1989
MBA, finance
The Ohio State University 1977 — 1979
Master of Arts, Journalism
University of Virginia 1968 — 1972
ba
Brooks School
Keller Williams April 2014 - Present
BB&T April 2012 - April 2014
BBVA Compass February 2010 - April 2012
Wachovia May 2004 - February 2010
Skills
Assisting people meet..., Small Business Lending, Retail Banking, Banking, Consumer Lending, Lines Of Credit, Mortgage Lending, Mortgage Banking, Loan Origination, Refinance, Commercial Lending, Home Equity Loans, Commercial Banking, Residential Mortgages, Credit, Loans, Real Estate
Education
The University of Texas at Arlington 2001 — 2005
Bachelor's degree, Criminology
Mercer December 2014 - Present
Wells Fargo January 2009 - November 2014
Wachovia June 2002 - December 2008
Hewitt Associates February 1993 - June 2002
Bank South, N.A June 1991 - February 1993
Skills
Vendor Management, Employee Benefits, Outsourcing, Business Analysis, Risk Management, Mergers & Acquisitions, Pensions, Team Building, Management, BPO, Financial Services, Business Process..., Relationship Management, Team Leadership, Cross-functional Team..., Project Management, Consensus Building, Strategic Influence, Strategy, Process Improvement
Education
The University of Georgia 1987 — 1991
BBA, Finance
Nido de Aguilas International School, Santiago Chile
Wells Fargo June 2013 - Present
WestStar Bank February 2013 - May 2013
Merrill Lynch August 2011 - January 2013
Smith, Salley & Associates, LLC July 2007 - April 2008
US Trust April 2002 - November 2005
Bank of America March 1995 - December 2001
Wachovia June 1986 - March 1995
Skills
Investments, Hedge Funds, Alternative Investments, Fixed Income, Asset Allocation, Bloomberg, Equity Research, Investment Strategies, Investment Management, Portfolio Management, Building Relationships, Mutual Funds, Retirement Planning, Estate Planning, Certified Financial..., Personal Financial..., Leadership, Investment Advisory
Education
Vanderbilt University - Owen Graduate School of Management 1984 — 1986
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Texas at Austin 1979 — 1982
Bachelor of Business Administration (BBA), Finance, General
Protiviti July 2014 - Present
Bank of America October 2013 - March 2014
Wells Fargo November 2009 - October 2013
Wachovia Corp 2006 - November 2009
Wachovia 2002 - 2006
Price Waterhouse GMBH 1989 - 1992
Education
Tulane University
B.L. Murden Inc. May 2014 - Present
Private August 2012 - Present
MGI, Inc. March 2012 - July 2012
McKesson October 2011 - March 2012
Trinity Industries March 2011 - October 2011
Simply 2.0 Communications April 2009 - October 2011
BMC Software May 2008 - December 2008
Wachovia January 2007 - August 2008
Merrill Lynch May 2007 - December 2007
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Process Improvement, Forecasting, Finance, Budgets, Accounting, Strategic Financial..., Risk Management, Analysis, Leadership, Management, Business Strategy, Strategy, Project Management, Managerial Finance, Internal Controls, Cash Flow, Sarbanes-Oxley Act, Project Planning, Investments, Insurance, Auditing, Banking, New Business Development
Education
The University of Dallas 2012 — 2015
Master of Science (M.S.) in Accounting, Banking, Corporate, Finance, Securities Law, Accounting, 3.9 GPA
University of Houston 2003 — 2008
Bachelors, International Business
Eye Candy Gallery May 2011 - Present
Self 2009 - Present
Self 1981 - Present
'Twas Brillig October 2008 - April 2011
Wachovia August 1993 - October 2008
Skills
Art, Fine Art, Painting, Photography, Digital Photography, Layout, Photoshop, Visual Arts, Curating, Art Direction, Art Gallery, Event Management, Customer Service, Graphic Design, Mac, Oil Painting, Watercolor Artist, Contemporary Art, Acrylic Painting, Web Design, Logo Design, Sales Management, Operations Management, Retail Banking, Customer Satisfaction, Long-term Customer..., Installations, Prismacolor, PC, Computer Proficiency, Management, Creative Writing, Editing, Marketing
Education
Thunderbird School of Global Management 1987 — 1988
MIM, International Banking, Finance
Thiel College 1982 — 1986
BA, Business Administration, French
ARDEX Americas June 2011 - Present
Scigenix January 2008 - June 2011
Smith Barney November 2006 - January 2008
Wachovia September 2004 - October 2006
New York Life August 2003 - August 2004
Skills
Sales, New Business Development, Account Management, Sales Management, Strategic Planning, Contract Negotiation, Forecasting, Budgets, Customer Service, Negotiation, Team Building, Marketing, Business Development, Marketing Strategy, Direct Sales
Education
The University of Georgia 1999 — 2003
BBA, Finance
University of Georgia - Terry College of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance
IBM May 2007 - Present
Wachovia 2006 - 2007
Skills
Java, Linux, Windows, Eclipse, Lotus Notes, C++, C, Lotus Domino, Websphere, Perl, Software Development, HTML, DB2, Sametime, Software Engineering, JavaScript, Unix, SOA, Programming, Enterprise Architecture, WebSphere Application..., Object Oriented Design, .NET, Requirements Analysis, Integration, AIX, Visual Studio, C#, XML, Cloud Computing, Architecture, Lotus Connections, Visual Basic, WebSphere Portal, Testing, UML
Education
The University of Texas at San Antonio 2002 — 2007
Bachelor's, Computer Science
The University of Texas at San Antonio 2002 — 2007
Minor, Statistics
McLaughlin Research Corporation September 2014 - Present
GEICO May 2013 - September 2014
Old Point National Bank August 2011 - May 2013
Wachovia February 2006 - December 2009
Skills
Banking, Consumer Lending, Credit, Loans, Retail Banking, Leadership, Customer Service, Sales, Microsoft Office, Data Entry, Office Automation, Defense Travel System, Management
Education
Great Bridge High School 1999 — 2003
Tidewater Community College
Tidewater Community College
General Studies
Rep Ya Set Live TV Show January 2015 - Present
Self-Employed March 1990 - Present
DuWright Tire Services August 2008 - Present
Newsight Visuals February 2014 - Present
New World Swag Radio September 2010 - April 2012
Blakelys August 2009 - May 2011
HomeTown Mortgage Corp. November 2003 - December 2010
Wachovia March 2002 - January 2005
Skills
Social Networking, Social Media Marketing, Social Media, Entertainment, Composition, Music Production, Event Management, Event Planning, Songwriting, Customer Service, Management, Music, Music Industry, Advertising, Marketing Strategy, Team Building, Leadership, Sales, Online Marketing, Online Advertising, Facebook, Directing Talent, Musical Directing, Directing Others, Program Management, Singer-songwriter, Radio Broadcasting, Program Coordination, Program Facilitation, Acting, Modeling, Entertainment Management, Media & Entertainment, Branded Entertainment, Entertainment Journalism, Entertainment Industry, DJ, Great Personality, Hosting Events, On-air Hosting
Education
Tidewater Community College GPA: 4.0 2001 — 2003
Associate's degree, Business Administration and Management, General, 4.0
Tidewater Community College
Atlas RFID Solutions, Inc. June 2007 - Present
Wachovia March 2006 - July 2007
Skills
Hardware, Sales Management, Sales, Business Development, Business Strategy, RFID+, Strategy, Management, Process Improvement, Strategic Planning, Project Management, Solution Selling, Product Management, Testing, Start-ups, Cross-functional Team...
Education
The University of Georgia 1995 — 1999
Bachelor of Arts, Criminal Justice
Ascent Services Group December 2014 - Present
Retired January 2012 - November 2014
Wells Fargo July 2011 - December 2012
Wells Fargo November 2009 - June 2011
Wachovia, A Wells Fargo Company November 2007 - October 2009
Wachovia September 2001 - October 2007
Wachovia January 1988 - August 2001
Mellon Bank January 1978 - December 1987
US Navy September 1972 - May 1977
Skills
Information Security, Risk Management, Project Management, Vendor Management, Integration, Security, ITIL, Banking, Software Documentation, Risk Assessment, Business Process, Network Security, Operational Risk..., Disaster Recovery, Internal Audit, Financial Risk, Management, Software Project..., Enterprise Architecture, Information Technology, Business Process..., Business Analysis, Visio, Training, Leadership, Data Center, Project Planning
Education
The University of Southern Mississippi 1968 — 1972
BS, Computer Science
Strategic Marketing Int'l April 2011 - Present
Kitchen Magic of the Lowcountry 2013 - 2014
Kitchen Magic of the Lowcountry 2013 - 2014
Regions Financial Corporation 2010 - 2011
Wachovia 2003 - 2008
Athens First Bank (Synovus Corp) February 2002 - November 2003
Skills
Loans, Banking, Financial Analysis, Credit, Marketing, Credit Analysis, Small Business Lending
Education
University of South Carolina-Columbia 2007 — 2009
MBA, MBA
The University of Georgia 1996 — 2001
BA, Economics
Saltzman Associates, LLC September 2009 - Present
Kehrer Saltzman & Associates May 2012 - August 2014
Northstar Financial Services (Bermuda) Ltd May 2006 - July 2008
JPMorgan Chase September 1999 - May 2006
Wachovia 1992 - 1999
Skills
Relationship Management, Fixed Annuities, Financial Services, New Business Development, Product Development, Life Insurance, Structured Investments, Benchmarking, Broker-Dealer, Series 7, Investments, Wealth Management, Series 63, Mutual Funds, Long-term Care, Securities, Insurance, Series 6, Management
Education
The University of Southern Mississippi 1987 — 1991
BSBA, Marketing & Business Administration
InterCenters, Inc. April 2012 - Present
nTeams January 2009 - January 2012
Wachovia 2001 - 2008
Qwest 2000 - 2001
IBM e-business partner 1998 - 2000
Origin Technology (Atos) 1992 - 1998
Skills
Business Strategy, Global Business..., Project Management, Serious Games, Team Leadership, Program Management, Vendor Partnerships, Virtual Worlds, Blended Learning, E-Learning, Leadership Development, Strategy, Performance Management, Training, Coaching, Performance Improvement, Leadership, Talent Management, Learning Management..., Team Building, Human Resources, Learning Management, Needs Analysis, Instructional Design, Change Management, Organizational..., Instructor-led Training, Training Delivery, Executive Coaching, Workshop Facilitation, Employee Training, Consulting, Onboarding
Education
The University of Texas at Austin
BA
University of North Carolina at Chapel Hill
MA
Edward Jones July 2015 - Present
MyCoachKim June 2008 - Present
Edward Jones October 2012 - July 2015
Wachovia June 2004 - May 2008
Countrywide June 1999 - May 2004
Skills
Coaching, Leadership Development, Team Building, Public Speaking, Personal Development, Career Development..., Group Facilitation, Microsoft Office, MBTI Certified, Entrepreneurship, MBTI, Organizational..., Facilitators, Facilitation, Workshop Facilitation, Strategic Planning, Training, Executive Coaching, Career Counseling, Conflict Resolution, Program Development, Performance Management, Resume Writing, Leadership, Employee Training, Recruiting, Emotional Intelligence, Career Development, Sales, Time Management, Motivational Speaking
Education
Coach University 2007 — 2011
The University of Texas at Austin 1994 — 1999
BA, Psychology
Wachovia September 2008 - Present
WeightWise March 2006 - August 2008
Skills
Hospitals, Microsoft Office, Team Building, Customer Service, Coaching, Microsoft Word, Software Documentation, Training, Human Resources, Microsoft Excel, Employee Relations, Leadership, Outlook
Education
Galen College of Nursing 2010 — 2011
Nursing, Nursing
The University of Texas at San Antonio 1991 — 1992
home school
Cadence Bank, N.A. October 2011 - Present
University of Houston August 2008 - Present
Regions Bank May 2009 - September 2011
Wachovia January 2007 - May 2009
KeyBanc Capital Markets April 2005 - January 2007
The Retail Advisory Group January 2002 - December 2004
Petroplex Petroleum August 1998 - December 2004
JPMorgan Chase August 1993 - August 1998
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1992
M.B.A
University of Nebraska-Lincoln 1985 — 1989
BA, Psychology
Wells Fargo September 2014 - Present
Wells Fargo Bank April 2009 - Present
Wachovia July 2006 - April 2009
Progressive Insurance March 2003 - July 2006
Skills
SAS, Database Marketing, SAS programming, Credit Cards, Direct Marketing, Data Analysis, Analytics, Teradata, Segmentation, Data Mining, Predictive Modeling, Business Analytics, Strategy, Financial Services, Customer Acquisition, Data Warehousing, Statistical Modeling, SAS/SQL, Contact Strategy, Oracle SQL, Integrated Marketing..., Tableau, Campaign Performance...
Education
The University of Akron 2001 — 2003
MA, Economics
1994 — 1998
BA, Public Administration and Political Science
Nationstar Mortgage May 2013 - December 2013
SWBC September 2012 - January 2013
Wells Fargo August 2011 - July 2012
First National Bank of Edinburg July 2009 - July 2011
Wachovia January 2008 - July 2009
Wells Fargo June 2005 - January 2008
First National Bank of Edinburg July 2004 - June 2005
Skills
Default Administration, Credit Risk, Financial Accounting, B2B Marketing, Risk Assessment, Collections, Cold Calling, Managerial Finance, Customer Service, Consumer Behaviour, Managerial Skills, Solution Selling, Call Centers, Civil Litigation, Retail Banking, Team Management, Bankruptcy Litigation, Profit Maximization, Marketing, Team Leadership, Product Marketing, Foreclosures, Mortgage Underwriting, Financial Audits, Financial Sales, Commercial Banking, Leadership, Marketing Strategy, Management
Education
The University of Texas-Pan American 2014 — 2016
Master of Business Administration (MBA)
The University of Texas at San Antonio 2006 — 2009
Bachelor of Business Administration (B.B.A.), Business Marketing
The Science Academy of South Texas 2000 — 2004
H.S. Diploma, Mathematics, Sciences, and Engineering
Wells Fargo July 2011 - Present
Morgan Stanley May 2010 - July 2011
Wachovia March 2001 - September 2009
Skills
Hedge Funds, Loans, Securities, Series 7, Private Equity, Real Estate, Managed Futures, Investments, Portfolio Management, High Net Worth..., Wealth Management, Hedging, Series 63, Asset Management, Retirement Planning, Valuation, Financial Modeling, Financial Analysis, Equities, Commercial Lending, Investment Advisory
Education
University of Georgia 1995 — 1999
BBA Finance, Finance, Economics
Harborview Capital Partners November 2013 - Present
Wells Fargo Home Mortgage March 2009 - June 2010
Wachovia December 2007 - March 2009
Metropolitan National Bank 2007 - 2008
Davis Mortgages 2001 - 2003
Skills
FHA, Real Estate, Negotiation, Mortgage Lending, Refinance, Finance, Budgets, Time Management, New Business Development, Investment Properties, Loans, Debt Consolidation, Marketing Strategy, Program Management, Marketing, Management, Residential Mortgages, Sales, Investments, Customer Service, Credit, Contract Negotiation, Financial Analysis, Real Estate Economics, Strategic Planning
Education
Touro College 1996 — 2002
bachelor's degree, Finance, General
High School 1986 — 1990
Wells Fargo January 2013 - Present
Pharmacare Management, Inc. August 2011 - December 2012
Susquehanna Bank August 2004 - August 2011
Wachovia 1998 - 2004
Skills
Commercial Banking, Small Business Lending, Loans, Commercial Lending, Treasury Management, Risk Management, Credit Analysis, Strategic Financial..., Retail Banking, Wealth Management, Underwriting, Financial Analysis, Banking, Deposits, Finance, Credit, Consumer Lending, Mortgage Lending, Lines Of Credit, Loan Origination, Cash Management, Portfolio Management, Relationship Management, Commercial Mortgages, Credit Risk, Asset Based Lending, Cross Selling, Financial Services, SBA, Insurance, Executive Management, Mergers & Acquisitions, Investments
Education
Towson University 1986 — 1991
B.S., Business Administration
MUFG Americas December 2010 - Present
Wachovia March 2004 - December 2010
Wachovia Securities 1998 - 2003
Skills
Internal Controls, Business Process, Financial Risk, Internal Audit, Operational Risk, Governance, Risk Management, Operational Risk..., ICAAP, Finance, Basel II, Investments, Enterprise Risk..., Banking, Financial Services, Credit Risk, AML, Credit Analysis, Retail Banking, Credit
Education
The University of Memphis 1993 — 1994
BBA, Finance
USAA April 2011 - Present
Bubblehead Tea November 2007 - January 2012
Accenture December 2009 - April 2011
Wachovia November 2007 - June 2009
El Paso Energy June 2007 - November 2007
The Fish January 2007 - June 2007
Time Warner Cable January 2006 - January 2007
2005 October 2005 - December 2005
TEKsystems July 2004 - October 2005
Skills
Project Delivery, Project Management, Visio, MS Project, Business Analysis, Program Management, Project Coordination, Project Planning, SharePoint, IT Service Management, SDLC, Change Management, Risk Management, Microsoft Office, Analysis, SQL, PMP, Visual Basic, Vendor Management, Integration, Process Improvement, Software Documentation, Business Planning
Education
The University of Texas at San Antonio 1998 — 2004
BA, Management Information Systems
RealPage, Inc. May 2013 - Present
JPMorgan September 2006 - April 2013
Fidelity Investments June 2006 - September 2006
Wachovia March 2005 - June 2006
Skills
Bloomberg, Microsoft Excel, Financial Research, Process Improvement, Spreadsheet Manipulation, Process Efficiency, Economic Growth, Real Estate Development, Commercial Real Estate, Equities, Investments, Spreadsheets, Fixed Income, Customer Service, Derivatives, Leadership, Securities, Management, Financial Modeling, Banking, Analysis, Financial Analysis, Finance
Education
The University of Texas at Austin 2000 — 2004
BA, Economics
Longview High School 1996 — 2000
Rackspace June 2014 - Present
WellMed Medical Management December 2012 - June 2014
Clear Channel Communications June 2010 - December 2012
Energy Transfer April 2009 - June 2010
Clear Channel October 2006 - February 2009
Wachovia January 2002 - October 2006
Cyberlog September 1998 - October 2001
Jana Inc. August 1997 - September 1998
Skills
VMware, IIS, Active Directory, Microsoft SQL Server, System Administration, Disaster Recovery, Windows Server, SharePoint, Data Center, Troubleshooting, SQL, Servers, Software Development, Citrix, BizTalk, Linux, Apache, Microsoft Exchange, Service-Now, Microsoft Dynamics, ProClarity, VMware ESX, TCP/IP, HTML, Unix, XML, Integration, Windows 7, Powershell, SSIS, Visio, Microsoft Office..., Operating Systems, Windows, Databases, Virtualization, System Deployment, SSRS, Enterprise Architecture, Blackberry Enterprise..., SCCM, Windows XP, Networking
Education
Northwest Vista Community College 2005 — 2007
Information Technology
The University of Texas at San Antonio 1996 — 1997
Information Technology
Palo Alto Community College 1994 — 1996
Information Technology
Wells Fargo February 2010 - Present
Wachovia July 2007 - July 2010
Wachovia (World Savings) December 2005 - July 2007
Wachovia (World Savings) September 2003 - December 2005
Wachovia (World Savings) February 2001 - September 2003
Skills
Requirements Analysis, Project Management, Requirements Gathering, Leadership, Banking, Team Leadership, SDLC, Business Analysis, Visio, Vendor Management, PMP, Analytics, Business Process, Business Requirements, CRM, Call Centers, Process Improvement, Program Management, SharePoint, Software Project..., User Acceptance Testing, Analysis, Portfolio Management, Call Center, Agile Methodologies, Certified Scrum Master..., CSPO
Education
Defense Language Institute 1999 — 2000
Linguist Certificate, Arabic
Trinity University 1993 — 1997
BA, Economics & History
J.P. Morgan July 2012 - Present
J.P. Morgan November 2009 - Present
Wachovia June 1995 - November 2009
Wachovia Bank 1995 - 2009
Education
The University of Georgia 1990 — 1995
Westside 1986 — 1990
Alabama Tempoary Services July 2009 - January 2012
Alabama Temporary Services July 2009 - January 2012
Wachovia March 2009 - July 2009
VP Marketing November 2008 - January 2009
Skills
Retail Banking, Commercial Lending, Finance, Customer Service, Management, Deposits, Mortgage Lending, Consumer Lending, Small Business, Selling, Retail
Education
Troy University 2003 — 2008
Business Administration, Management
BP America June 2012 - Present
BBVA Compass September 2010 - May 2012
Wachovia March 2005 - August 2010
Southwest Airlines February 2001 - March 2005
U.S. House of Representatives September 1998 - December 2000
Education
The University of Texas at San Antonio 1989 — 1994
Bachelor of Business Administration (B.B.A.), Marketing
Carlisle and Gallagher Consulting Group 2011 - Present
WELLS FARGO & COMPANY (Wachovia) January 2009 - 2011
Wachovia December 2002 - 2011
WACHOVIA CORPORATION / FIRST UNION CORPORATION January 1996 - January 2009
WELLS FARGO & COMPANY (Wachovia) August 1996 - 2009
WELLS FARGO & COMPANY (Wachovia) August 1996 - 2006
Wachovia Corporation April 2001 - November 2002
First Union June 1988 - November 2001
WELLS FARGO & COMPANY (Wachovia) August 1996 - 1999
WELLS FARGO & COMPANY (Wachovia) August 1996 - 1999
Education
Thomas Edison State College
BS, Business Administration
First Citizens Bank May 2015 - Present
First Citizens Bank April 2012 - April 2015
Wells Fargo Bank September 1998 - April 2012
Wells Fargo September 1998 - April 2012
Wachovia September 1998 - December 2009
Wachovia Bank September 1998 - December 2009
UNC Charlotte January 2004 - May 2005
DEC 1990 - 1996
Digital Equipment Corp 1990 - 1996
Day Data / DUPONT 1986 - 1990
Skills
Security, Information Security, CISSP, Risk Management, Computer Security, Enterprise Architecture, Management, SDLC, Training, Disaster Recovery, Vendor Management, Operating Systems, IT Strategy, Integration, Testing, Architectures, Consulting, Business Continuity, Information Security..., ITIL Service Strategy, Problem Management, Change Management, Incident Management, Architecture, GLBA, Governance, Java, Data Center, Program Management, SharePoint, Unix, Business Process..., Cloud Computing, Financial Risk, Information Assurance, Information Technology, Network Security, Software Development, Virtualization, Visio
Education
The University of New Mexico
ServisFirst Bank July 2015 - Present
Fifth Third Bank July 2010 - July 2015
Wachovia July 2007 - July 2010
Bank of America 2005 - 2007
Earthlink 2001 - 2005
Bank of America 1998 - 2001
The Home Depot 1995 - 1998
Skills
Risk Management, Commercial Banking, Treasury Services, Payments, Treasury Management, Cash Management, Banking, Portfolio Management, Management, Treasury, Commercial Lending, Loans, Retail Banking, Small Business Lending, Credit Analysis, Credit
Education
The University of Georgia 1992 — 1995
BA, Economics
Vanderbilt University
Corinthians College Inc. February 2011 - April 2013
Personal Design May 2009 - February 2011
Wachovia November 2005 - May 2009
Cracker Barrel November 2003 - May 2006
Skills
Teaching, Microsoft Office, Public Speaking, Research, Customer Service, Curriculum Design, Microsoft Excel, PowerPoint, Curriculum Development, Microsoft Word, Coaching, Strategic Planning, Human Resources, Management, Leadership, Project Management, Training, Resume Writing, Budgets, Data Entry, Leadership Development, Event Planning, Interviews, Nonprofits, Sales, Marketing, Team Building, Public Relations, Social Media, Staff Development, Facebook, Policy
Education
Tidewater Community College 1982 — 1984
General Studies
Wells Fargo Brand and Advertising Program Manager, In Store Digital SignageWells FargoJanuary 2009 - Present
Wachovia November 2003 - June 2010
Wray Ward Laseter March 2001 - May 2002
Self-employed 1998 - 2001
Arnold Worldwide 1995 - 1998
Skills
Marketing, Advertising, Retail, Collateral, Marketing Communications, Marketing Strategy, Social Media, Copywriting, Brand Management, Account Management, Project Management, Digital Marketing, New Business Development, Integrated Marketing, Digital Strategy, Strategic Planning, Leadership, Management, Direct Marketing, Digital Media, Strategic Communications, Coaching, Project Planning, Strategy, CRM, Negotiation
Education
The Ohio State University 1990 — 1994
BA in Journalism, English, Journalism
Fund for American Studies 1993 — 1993
Economics and Ethics in Journlism
Robinson Secondary 1986 — 1990
Wells Fargo Home Mortgage December 2009 - Present
Wachovia 2006 - 2008
World Savings / Wachovia 2004 - 2006
World Savings 2001 - 2004
World Savings 1996 - 2001
World Savings 1995 - 1996
Pitney Bowes 1993 - 1995
Skills
Mortgage Lending, Underwriting, Loans, Mortgage Banking, Loan Origination, Credit, FHA, Refinance, Residential Mortgages, Loan Servicing, Banking, Loss Mitigation, Mortgage Servicing, Credit Analysis
Education
Lee College 1989 — 1992
The University of Texas at San Antonio
Criminal Justice
Phillips 66 July 2014 - Present
MRE Consulting March 2012 - July 2014
Tesoro April 2009 - March 2012
Valero Energy Corporation June 2008 - April 2009
Wachovia February 2008 - June 2008
Skills
RightAngle, Data Analysis, Business Analysis, Business Process, Analysis, Process Improvement, ETRM, Scheduling, Microsoft Office, Commodity Markets, Trading, SAP, Risk Management, Access, Financial Analysis, Financial Modeling, SharePoint, Training, Business Process..., Testing, Integration
Education
University of the Incarnate Word 2008 — 2010
MBA, Business Administration and Management, General
The University of Texas at San Antonio 2003 — 2007
Bachelor’s Degree, Business Administration and Management, General
Berke Assessment August 2015 - Present
Wells Fargo January 2011 - June 2015
PRG Real Estate October 2008 - December 2010
Wachovia January 2008 - December 2008
Skills
Sales, Relationship Management, Customer Satisfaction, Online Marketing, Management, Leadership, Marketing, Marketing Strategy, Finance, Financial Analysis, Social Media, CRM Databases, Business Relationship..., Financial Technology, Talent Acquisition, Sales Process, Sales Presentations, Business Relationship..., Relationship Building, Employee Relations, Google Apps, Strategic Sales, Interpersonal..., Internal Communications, Client Relations, Business Ethics, Training & Development, Customer Service..., Email Marketing, Market Research, SMB Sales, Coaching & Mentoring, Career Development..., Credit Management, Mobile Applications, Merchant Card Processing, Financial Advisory, Technology Pre-Sales, Cross Selling, Microsoft Office, Identity Theft, Budget Forecasts, Educational Technology, Retirement Plan...
Education
The University of Georgia 2004 — 2008
Bachelor of Science in Business Administration, Finance at UGA's Terry College of Business, Honors
First Citizens Bank and Trust Company, Inc. July 2013 - Present
Regions Bank 2003 - 2008
Wachovia 1995 - 2003
Skills
Banking, Loans, Credit Analysis, Risk Management, Investments, Credit Risk
Education
The University of Georgia 1983 — 1987
BBA - Accounting, Accounting
J & K Tree & Land 'LLC' March 2013 - Present
Wells Fargo April 2010 - May 2015
Wachovia 2005 - 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, HTML, Budgets, Team Building, Editing, Teamwork, Marketing Strategy, Marketing, Financial Analysis, System Administration, Retail, Data Entry, Inventory Management, Team Leadership, Microsoft Excel
Education
Tidewater Community College
No, Administrative Assistant and Secretarial Science, General
John Yeates
Diploma
Keys Business College
Alert Logic May 2015 - Present
Walmart April 2014 - May 2015
Walmart October 2012 - April 2014
Booz Allen Hamilton August 2011 - September 2012
ITT Technical Institute December 2010 - August 2011
Shaw Industries December 2008 - August 2011
Dell April 2007 - December 2008
BBVA Compass October 2004 - April 2007
Wachovia October 2003 - October 2004
KPMG LLP March 2001 - October 2003
Skills
SOX, Data Privacy, IT Audit, Enterprise Risk..., Security Engineering, NERC, NEI 08-09, FISMA, PCI DSS, Security Monitoring, GLBA, FFIEC, IT Risk Management, SIEM, Incident Management, Project Management, HIPAA, NIST, Data Loss Protection, Sarbanes-Oxley Act, Security, Internal Controls, Information Security..., Information Security, Management, Computer Security, Internal Audit, Disaster Recovery, IT Strategy, Financial Risk, COBIT, Computer Forensics, Information Technology, Information Assurance, Security Audits, CISA, Penetration Testing, Vulnerability Management, Risk Assessment, Governance, Sarbanes-Oxley, Business Continuity, Process Improvement, ISO 27001, Auditing, Incident Response, CISSP, Vulnerability Assessment
Education
Troy University 1997 — 2000
Bachelor's degree
Denver Police Department 2013 - Present
Panama City Police Dept May 2010 - July 2013
Merrill Lynch November 2008 - May 2010
Smith Barney November 2007 - November 2008
Wachovia February 2000 - November 2007
Skills
Training, Analysis, Program Management, Finance, Marketing, Sales, Accounting, Strategic Financial..., Asset Management, Proposal Writing, Mutual Funds, Police, Banking, Fixed Annuities, Variable Annuities, Financial Planning, Asset Allocation, Financial Analysis, Trading, Relationship Management, Investments, Leadership, Team Building, Risk Assessment, Strategic Planning, Risk Management, Law Enforcement, Securities, Microsoft Office
Education
The University of Memphis 1993 — 1999
Bachelor of Business Administration (B.B.A.), General Sales, Merchandising and Related Marketing Operations
Keller Williams REALTY Biltmore Partners May 2013 - Present
Coldwell Banker Residential Brokerage, Phoenix AZ January 2009 - April 2013
Wachovia March 1995 - December 2008
World Savings and Loan 1995 - December 2008
Skills
Selling, Real Estate, Mortgage Lending, Customer Service, Relocation, First Time Home Buyers, Leadership Development, Negotiation, FHA, Referrals, Foreclosures, Sales, Investment Properties, Risk Management, REO, Single Family Homes, Team Building, Executive Management, Strategic Planning, Condos, Residential Homes, Problem Solving, Sales Management, Sellers, Short Sales, Loans, Loan Origination, Mortgage Banking, Luxury, Investors, Coaching, Process Improvement, Public Speaking, Change Management, Contract Negotiation, Start-ups, Refinance, Call Centers, Budgets, Process Engineering, Construction, Operations Management, Organizational..., Residential, Budgeting, Home, Purchase, Mortgage, Real Estate Transactions
Education
The University of Texas at San Antonio 2001 — 2003
EMBA, International Business
QSI NextGen Healthcare May 2014 - Present
SunGard iWorks 1990 - 2014
Komatsu 1988 - 1989
Wachovia 1984 - 1988
Skills
VB.Net, Visual C#, C++, C, Client/server, Microsoft SQL Server, Infragistics, .Net Framework, Oracle, Scrum, Visual Studio, Software Development, Software Design, VB.NET, .NET, C#, Testing, Requirements Analysis, Business Analysis, SDLC
Education
The University of Georgia
Bachelor of Science, Computer Science
Hancock Bank June 2013 - Present
Hancock Bank February 2010 - Present
RBC Bank January 2007 - February 2010
Wachovia October 2005 - January 2007
AmSouth Bank June 2001 - November 2005
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit, Banking, Portfolio Management, Credit Risk, Lines Of Credit, Underwriting, Asset Based Lending, Corporate Finance
Education
Troy University 1997 — 2001
BS, Finance
Realty Funding Partners 2011 - Present
Realty Funding P April 2010 - Present
American mortgage Specialists July 2009 - August 2010
Wachovia 2001 - 2008
Education
The University of Texas at San Antonio 1976 — 1980
BBA, Business
The University of Texas at San Antonio 1977 — 1978
BBA, Business
Wells Fargo May 2014 - Present
Wells Fargo September 2012 - April 2014
Carepoint, Inc. April 2009 - August 2012
Wachovia April 2002 - April 2009
Wachovia June 1998 - March 2002
Towers Perrin June 1996 - June 1998
AGT International June 1993 - June 1995
Skills
Team Leadership, Strategic Planning, Enterprise IT..., Enterprise Software, Project Management, Consulting, Digital Signage, Video Production, Private Cloud, Management, Business Continuity, Mergers & Acquisitions, HRIS, Start-ups, Healthcare, Compliance, Project Planning, Leadership, Application Lifecycle..., Process Improvement, IT Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2004
Certificate, Wachovia Executive Leadership
The Ohio State University 1987 — 1992
BS, Computer Science
SunTrust Robinson Humphrey March 2013 - Present
SunTrust Robinson Humphrey December 2012 - March 2013
FIG Partners April 2011 - November 2012
Regions Bank June 2009 - May 2011
Wachovia 1999 - 2009
Societe Generale June 2004 - May 2005
Nationsbanc CRT June 1996 - February 1999
US Army May 1989 - September 1994
Skills
Capital Markets, Trading, Fixed Income, Interest Rate..., Securitization, Financial Services, Portfolio Management, Series 7, Asset Managment, Derivatives, Alternative Investments, Hedge Funds, Investments, Valuation, Financial Modeling, Options, Series 63, Bloomberg, Bonds, Financial Structuring, Commodity, Financial Risk
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Analytic finance, Business Economics
United States Military Academy at West Point 1985 — 1989
BS, Mechanical Engineering, Aerospace concentration
PeoplesBank December 2014 - Present
The Patapsco Bank January 2014 - December 2014
NBRS Financial Bank July 2012 - January 2014
Long Fence and Home, LLLP 2007 - July 2012
Wachovia 2003 - 2006
Skills
New Business Development, Commercial Lending, Commercial Banking, Strategic Planning, Portfolio Management, Mortgage Lending, Financial Analysis, Credit Analysis, Credit Risk, Loan Origination, Marketing, Loans, Risk Management, Credit, Underwriting, Banking, Sales Management, Retail Banking, Real Estate, Commercial Mortgages, SBA, Asset Based Lending, Small Business Lending, Customer Service, Consumer Lending
Education
Towson University
Bachelor of Science (B.S.), Business Administration
University of Baltimore
Master of Science (M.S.), Finance
National Oilwell Varco March 2015 - Present
Entrance Software May 2012 - February 2015
INX (Now Presidio) August 2011 - March 2012
BIF Technologies May 2009 - August 2011
Wachovia May 2008 - May 2009
Skills
CSS, ASP.NET, C#, .NET, HTML, XAML, UML, SQL Server, ASP.NET MVC, JavaScript, Databases, Microsoft SQL Server, Web Applications, WordPress, MySQL, Agile Methodologies, Visual Studio, Web Development
Education
The University of Texas at San Antonio 2006 — 2011
Business Administration, Information Systems
George Bush High School
Catawba Usability November 2012 - Present
Signature Consultants January 2010 - July 2011
Wachovia December 2006 - April 2009
Wachovia May 2003 - November 2004
Bank of America July 1999 - April 2003
Bank of America - Treasury Management February 1992 - July 1999
WGBH September 1988 - September 1989
Skills
Usability Testing, User Interface Design, User-centered Design, Information Architecture, User Experience, Heuristic Evaluation, User Research, Interaction Design, Usability Engineering, Usability, Persona, Requirements Gathering, Experience Design, Information Design, User Experience Design, Human Computer..., User Interface, Agile Project Management, Wireframes
Education
Tufts University 1982 — 1987
Work towards MA
University of Miami 1978 — 1982
BA
Care+Wear February 2014 - Present
Parking Panda June 2013 - May 2014
LineJump 2009 - 2014
Goldman Sachs July 2011 - May 2013
University of Chicago Booth School of Business August 2009 - June 2011
LineJump 2009 - 2011
Goldman Sachs June 2010 - August 2010
A.T. Kearney September 2005 - July 2009
Wachovia 2004 - 2004
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Venture Capital, Due Diligence, Mergers, Corporate Finance, Strategy, Business Strategy, Management Consulting, Entrepreneurship, Mergers & Acquisitions, Strategic Planning, Equities, Market Research, Finance, Investments, Portfolio Management, Leadership, Analysis, CRM, Management, Start-ups, Economics, Corporate Development, Competitive Analysis, IPO
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Entrepreneurship, Accounting
University of Chicago 2009 — 2011
MBA
University of Virginia 2001 — 2005
B.S., Finance, Management, Spanish
McDonogh School 1989 — 2001
High School, everything
Retired July 2013 - Present
Texas workforce Commission January 2005 - July 2013
SOS Staffing May 2008 - June 2009
Wachovia Bank 1998 - 2002
Wachovia 1998 - 2002
Wang Labs May 1984 - May 1989
Skills
Strategic Planning, Team Leadership, Customer Service, Operations Management, Leadership, Process Improvement, Vendor Management, Management, Program Management, CRM, Process Engineering, TCP/IP, Team Building, Change Management, Banking, Business Development, Disaster Recovery, IT Management, Budgets, Project Management, Business Analysis, SDLC, Data Center, Unix, Enterprise Architecture, Integration, Troubleshooting, Risk Management
Education
Triton College 1967 — 1969
3M September 2012 - Present
Deloitte Consulting May 2009 - October 2012
Bearingpoint November 2008 - May 2009
Wachovia, A Wells Fargo Company September 2007 - November 2008
Wachovia 2006 - 2008
Wachovia Bank 2005 - 2008
World Savings 2006 - 2007
World Savings 2005 - 2006
World Savings 2005 - 2006
Amalgamated softwares of North America 2001 - 2004
Skills
SDLC, Business Analysis, Requirements Gathering, Project Management, SQL, .NET, Java, Hyperion Planning, Oracle SQL, Oracle, Integration, Requirements Analysis, Enterprise Architecture, Business Intelligence, Software Project..., IT Strategy, Data Warehousing, SOA, Visio, SharePoint, Business Process, Solution Architecture, Data Modeling, Agile Methodologies, Microsoft SQL Server, ETL, PMP, Databases, Management, Business Process..., Process Improvement, Vendor Management, Program Management, Testing, Software Development, Leadership, Management Consulting, Analysis, XML, Strategy
Education
University of Texas at San Antonio 2002 — 2006
Masters of Science, Information Technology
The University of Texas at San Antonio 1998 — 2002
Bachelors of Science, Computer Science
J. Hilburn Men's Clothier July 2015 - Present
Self-Employed January 2015 - Present
Children of Fallen Patriots Foundation September 2013 - January 2015
Veterans Advantage, Inc. September 2012 - November 2012
The Children of Fallen Patriots Foundation February 2011 - July 2012
The Greenwich Land Trust November 2007 - May 2008
Wachovia Bank January 1999 - 2006
Wachovia 1999 - 2006
Fleet National Bank (legacy Shawmut Bank) 1994 - 1997
Bankers Trust Company 1992 - 1994
Skills
Banking, Business Development, Start-ups, Structured Finance, Finance, Fundraising, Management, Loans, Sales, Budgets, Strategy, Financial Services, Investments
Education
Trinity College-Hartford
Bachelor of Arts (BA), Art History/Architecture
TRK Consulting, LLC May 2010 - Present
Transaction Clearing July 2007 - May 2010
Wachovia January 2002 - July 2007
Skills
.NET, SSIS, SSRS, Requirements Gathering, Business Analysis, IIS, C#, C# 4.0, Borland Delphi, Delphi, SQL, Microsoft SQL Server, Databases, XML, Data Conversion, Data Warehousing, Requirements Analysis, Web Services, ASP.NET, VB.NET, Software Development, Visual Studio, ETL, WinForms, Win32 API, Multithreading, N-tier, T-SQL, Replication
Education
The University of Texas at San Antonio 1989 — 1993
Bachelor of Science (BS), Computer Science
Cardlytics, Inc. September 2010 - Present
PBT, Inc. July 2007 - August 2010
Digital Insight an INTUIT Company 2005 - 2007
open solutions 2001 - 2005
Imagic 2000 - 2002
Wachovia January 1994 - December 2001
Skills
Software Project..., Software Quality..., Quality Assurance, Project Management, SDLC, Requirements Analysis, Agile Methodologies, Enterprise Architecture, Change Management, Integration, SQL
Education
The University of Georgia 1988 — 1993
BA, Economics
Wells Fargo April 2008 - Present
Wachovia, a Wells Fargo Company 2008 - Present
Wachovia May 2001 - April 2008
Wachovia March 2001 - June 2001
Wachovia August 1999 - March 2001
Regency Home Fashions 1995 - 1996
Skills
Vendor Management, Process Improvement, Process Engineering, Strategic Planning, Cross-functional Team..., Project Management, Team Building, Team Leadership, Leadership, Business Process..., Procurement, SharePoint, IT Management, SDLC, Disaster Recovery, Troubleshooting, Purchasing, Supply Chain, Logistics, Business Analysis, Management
Education
University of North Carolina at Charlotte 1996 — 1997
Post-bacchalaureate Business
The University of North Dakota 1987 — 1993
BS, Biology: Pre-health
GWHS 1984 — 1986
Wachovia Financial AdvisorThe Householder Group1997 - 2001
Education
The University of Texas at Austin 1993 — 1997
Wachovia June 2007 - Present
Wells Fargo 2012 - 2014
Wells Fargo 2009 - 2009
Bank of America 1994 - 2007
Skills
Banking, Loans, Mortgage Lending, Credit, Risk Management, Commercial Lending, Relationship Management, Retail Banking, Commercial Banking, Portfolio Management, Financial Services, Financial Risk, Credit Risk, Consumer Lending, Credit Analysis
Education
The University of Texas at Austin 1986 — 1988
MBA
The University of Akron 1982 — 1986
BS
NBCUniversal, Inc. September 2014 - Present
Acosta Sales and Marketing March 2009 - Present
Convergys July 2007 - January 2009
Starwood Hotels & Resorts October 1999 - July 2007
Wachovia July 1998 - October 1999
AT&T July 1991 - July 1998
AT&T January 1986 - July 1991
Skills
SAP, HRIS, PeopleSoft, Payroll, Business Process, ERP, Human Resources, Performance Management, Talent Management, Project Management, Process Improvement, Business Analysis, Business Intelligence, Management, Integration, Leadership
Education
Thomas Edison State College 1984 — 1990
BSBA, Computer Science, Business Administration
Grace Church of Marin 2004 - Present
Wachovia Securities June 1986 - August 2001
Wachovia 1986 - 2001
Skills
Theology, Pastoral Care, Discipleship, Missions, Biblical Studies, Pastoral, Preaching, Pastoral Counseling, Church Growth, Coaching, Gospel, Spiritual Direction, Religion
Education
Reformed Theological Seminary 2001 — 2004
MDIV
The University of Georgia 1984 — 1986
BBA Finance
Wachovia, A Wells Fargo Company 2009 - Present
Wachovia 1990 - Present
Wachovia Bank May 2004 - January 2013
Wells Fargo 2009 - 2009
Checkfree Advisory Board 1994 - 2004
RepublicBank Dallas January 1978 - November 1986
Skills
Treasury Services, Process Improvement, Relationship Management, Product Management, Risk Management, Payments, Portfolio Management, Treasury Management, ACH, Banking, Finance, Cash Management, Credit, Loans, Credit Cards, Product Development, Internet Banking, Cross-functional Team..., Financial Services, Electronic Payments, Retail Banking, Commercial Banking
Education
The University of Texas at Austin 1969 — 1978
MBA, Marketing, Statistics, Finance
University of Southern Missippi January 2014 - July 2014
Lowe's Home Improvement January 2013 - July 2014
Intuit Financial Services (formerly Digital Insight) November 2009 - September 2010
Wachovia March 2008 - July 2009
Wachovia June 2005 - March 2008
Copeland's of New Orleans Famous Restaurant & Bar September 2002 - May 2005
Skills
Banking, Management, Training, Leadership, Strategy, Customer Satisfaction, Budgets, Customer Service, Project Management, Project Planning, Retail, Analysis, Software Documentation, Time Management, Cash Management, Customer Retention, Research, Commercial Banking, Finance
Education
The University of Southern Mississippi 2011 — 2014
Bachelor’s Degree, Biology, General, 4.0
University of Leuven 2000 — 2002
Ph.B., Philosophy
St. Joseph Seminary College 1998 — 2000
Nationwide Insurance June 2011 - Present
Nationwide November 2009 - June 2011
Nationwide January 2007 - November 2009
Wachovia 1996 - 2006
Wachovia, A Wells Fargo Company 1996 - 2006
Andersen Consulting 1988 - 1996
Skills
Strategy, Business Development, E-commerce, Competitive Analysis, Financial Services, Sales Management, Business Strategy, Vendor Management, Strategic Planning, Sales Operations, Sales Commissions, Sales, Risk Management, Business Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 1986 — 1988
MBA, Marketing
The Ohio State University 1982 — 1986
BSBA, Finance
Wachovia January 1999 - Present
Education
The University of Texas at San Antonio 1996 — 2001
American Tire Distributors March 2014 - Present
Polymer Group Inc February 2014 - March 2014
Teva Pharmaceuticals June 2003 - February 2014
Ingersoll Rand November 2000 - April 2003
Family Dollar December 1999 - October 2000
Oracle Corporation September 1997 - December 1999
Wachovia June 1993 - September 1997
Microsoft Corporation August 1991 - June 1993
Skills
Oracle E-Business Suite, Oracle, Oracle Applications, PL/SQL, SQL, ERP, Databases, Unix, Business Intelligence, Oracle Discoverer, Linux, Database Administration, High Availability, Business Analysis, OBIEE, Oracle RAC, Performance Tuning, Data Warehousing, Data Migration, SDLC, SQL Tuning, Solaris, Unix Shell Scripting, ETL, Disaster Recovery, Consulting, Database Design, Integration, Shell Scripting
Education
The University of Memphis 1990 — 1991
MBA, MIS Concentration
Lambuth University 1988 — 1990
B.S., Computer Science
Wachovia Mktg Dbase Dec Strat ConsWells Fargo2010 - Present
Skills
Teradata, Banking, SAS, Analytics, ETL, Business Analysis, Data Warehousing, Requirements Gathering, Business Requirements, Visio, Data Analysis, Data Modeling, Business Objects, SDLC
Education
The University of Texas at Austin 1991 — 1993
MBA, Finance, General
Freddie Mac March 2011 - Present
K Force-Assigned to Freddie Mac December 2008 - December 2010
Eagle Mitigation July 2008 - December 2008
Wachovia February 2006 - October 2007
Mortgage Central March 2005 - February 2006
USA Self Employed January 1999 - January 2005
The Mortgage Banc June 1997 - December 1998
Transamerica Corp. August 1977 - February 1997
Skills
Loss Mitigation, Mortgage Banking, Mortgage Lending, Loans, Credit, Banking, Underwriting, FHA, Loan Origination, Asset Managment, Portfolio Management, Risk Management, Loan Servicing, Financial Analysis, Due Diligence
Education
University of Phoenix 2008 — 2008
BS, Criminal Justice
BJS Flight School 1999 — 1999
FAA Flight Certification
Spirit Aviation 1997 — 1999
PPL, PPL Flight Training
Penn Valley 1985 — 1987
Business/Management
Tulsa Community College 1981 — 1984
Business/Marketing
Wells Fargo Securities June 2009 - Present
Wachovia June 2006 - June 2009
Wachovia June 2003 - June 2006
Skills
Structured Finance, Capital Markets, Fixed Income, Securities, Financial Structuring
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Baltimore County Health Department February 2009 - Present
TBD 1998 - 2008
Provident Bank 2003 - 2007
wachovia 1998 - 2003
first union 1998 - 2003
wachovia 1999 - 2002
Skills
Customer Service, Relationship Management, Sales, Strategic Planning, Team Building
Education
Towson University
Fairway Independent Mortgage Corporation April 2015 - Present
St. Mark Catholic Church 2014 - Present
Summit Bank & Trust May 2014 - February 2015
Security Service Federal Credit Union February 2012 - February 2014
Good Sam Family May 2011 - January 2012
New England Financial July 2008 - January 2011
Wachovia August 2001 - January 2008
U Store America April 1998 - April 2000
Skills
Series 7, Series 63, Mortgage Lending, Loans, Credit, Investments, Banking, Real Estate, Credit Analysis, Investment Properties, Loan Origination, Residential Mortgages, Sales, Selling, Call Centers, FHA, FHA financing, Finance, Refinance, Small Business, VA loans
Education
The University of Texas at San Antonio 1999 — 2001
Bachelors of Science, Business Administration and Management, General
Heron Lake-Okabena HS 1982 — 1985
Graduated, Business
Humana September 2011 - Present
A Best Computer Repair August 2010 - July 2011
Wachovia September 2008 - July 2010
John Hancock Financial Network January 2008 - September 2008
Wells Fargo May 2006 - January 2008
Progressive Insurance May 2003 - May 2006
Dell 2001 - 2003
Louis Vuitton Moet Hennessy 2000 - 2001
Hachi International 1998 - 2000
University of Texas College of Engineering 1996 - 1998
Skills
Community Banking, Financial Services, Banking, Insurance, Investments, Strategic Financial..., Finance, Financial Analysis, Underwriting, Credit, Loans, Sales, Mortgage Lending, Retirement, Life Insurance, Portfolio Management, Credit Analysis, Small Business, Project Management, Risk Management, Relationship Management, Retirement Planning, Mutual Funds, Fixed Annuities
Education
The University of Texas at Austin 1996 — 2001
Bachelor's degree
East Central High School
Honors
Rice University
Medical Preceptorship
Centers for Medicare & Medicaid Services August 2012 - Present
Centers for Medicare & Medicaid Services August 2010 - August 2012
Crawford Advisors, LLC July 2007 - June 2010
Wachovia September 2006 - July 2007
Aon Consulting May 2004 - September 2006
CareFirst BlueCross BlueShield May 1999 - May 2003
Group Benefit Services June 1997 - May 1999
Skills
Health Insurance, Employee Benefits, Insurance, Life Insurance, Underwriting, Disability Insurance, Strategic Planning, Benefits Administration, Management, Brokers, Data Warehousing, Teradata Data Warehouse, Business Intelligence..., Business Intelligence..., ETL, Marketing, Project Management
Education
Towson University 2001 — 2005
B.S., Mathematics, Actuarial Science and Risk Management
SunTrust December 2014 - Present
SunTrust Bank April 2013 - November 2014
Wells Fargo April 2011 - 2013
Wells Fargo 2009 - 2011
Wachovia Bank 2006 - 2009
Wachovia 2003 - 2006
Skills
Banking, Commercial Lending, Finance, Loans, Commercial Banking, Credit, Mortgage Lending, Cross Selling, Leadership, Lines Of Credit, Credit Analysis, Retail Banking, Mortgage Banking, Loan Origination, Credit Risk, Portfolio Management, Financial Analysis, Risk Management, Wealth Management
Education
The University of Georgia
Bachelor of Business Administration (BBA), International Business and Economics, Minor in French
CareFusion April 2012 - Present
PhACTS April 2010 - April 2012
General Dynamics Information Technology January 2009 - March 2010
Wachovia February 2007 - January 2009
World Savings 2002 - 2007
Computer Solutions May 2000 - November 2001
Brierley & Partners January 1999 - May 2000
Skills
SDLC, Visio, Process Improvement, SharePoint, Microsoft SQL Server, Software Development, Software Documentation, Integration, Requirements Analysis, Agile Methodologies, T-SQL, Disaster Recovery, Management, MS Project, Business Analysis, Android Development, Project Management, Architecture
Education
The University of Texas at San Antonio 1994 — 1998
Mechanical Engineering
Wells Fargo May 2012 - Present
Wachovia December 1998 - Present
Wachovia December 1998 - May 2000
Equifax January 1995 - January 1999
Equifax January 1985 - January 1999
Equifax January 1985 - July 1998
Equifax January 1993 - December 1994
Equifax July 1988 - December 1994
Skills
Portfolio Management, Management, Program Management, Credit, Consumer Lending, Vendor Management, Relationship Management, Mergers, Credit Risk, Finance, Strategic Planning, Sales, Banking, Financial Services, Marketing, Mortgage Banking, Process Improvement, Loan Origination, Credit Analysis, Analytics, Customer Service, Operational Risk, Business Process..., Financial Risk, Budgets, Mortgage Lending, Contract Negotiation, Retail Banking, Account Management, Loans, Risk Management, Credit Cards, Requirements Analysis
Education
Tulane University 1982 — 1988
BS, Computer Information Services
Wells Fargo September 2004 - Present
Wells Fargo Internal Audit 2008 - 2012
Wells Fargo 2004 - 2010
Wachovia 2004 - 2010
Bankers Trust 1992 - 1996
Skills
Risk Management, Process Improvement, Auditing, Internal Audit, Leadership, Banking, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Analysis, Risk Assessment, Strategic Financial..., Business Process..., Financial Reporting, Accounting, Business Analysis
Education
Trevecca Nazarene University 1995 — 1997
Master's degree, Organizational Management
Peabody College 1969 — 1973
Bachelor of Arts (B.A.), Fine Arts
retired Senior Vice PresidentOverture Technologies2008 - 2009
Overture Technology Corporation 2007 - 2009
Wachovia 2003 - 2005
USA GROUP\SALLIE MAE 1999 - 2001
USA GROUP/Sallie Mae (Marketing Division), 1999 - 2001
USA Funds 1999 - 2001
USA Funds Services 1999 - 2001
The Chase Manhattan Bank 1996 - 1999
Education First 1996 - 1999
Sallie Mae 1987 - 1999
Education
Thunderbird School of Global Management 1980 — 1982
Bank of America 2012 - Present
Bank of America 2008 - 2012
Bank of America 2004 - 2008
Wachovia September 2002 - September 2004
Adecco Group January 1999 - August 2002
3M January 1996 - January 1999
Travelers June 1994 - January 1996
Skills
Risk Management, Vendor Management, Relationship Management, Process Improvement, Leadership, Financial Services, Financial Analysis, Banking, Mergers & Acquisitions, Business Process..., Strategy, Employee Engagement, Management, Training, Leadership Development, Talent Acquisition, Finance, Strategic Planning, Change Management
Education
Tuskegee University 1989 — 1993
Bachelor of Science, Accounting
Dartmouth College - The Tuck School of Business at Dartmouth
ASCENT Executive Leadership Program
Wells Fargo 1996 - Present
Wachovia March 1996 - November 2009
Kemper Financial Services June 1992 - March 1996
Skills
Banking, Visio, Financial Services, Business Process..., Business Analysis, Vendor Management, Securities, Process Improvement, SDLC, Account Management, Requirements Gathering, Project Management, Series 7, Risk Management, Business Requirements, PMO
Education
University of Kansas 1988 — 1992
B.S., Business
Capital Group January 2015 - Present
Wells Fargo Technology and Operations Group August 2011 - November 2014
Wachovia August 2007 - August 2011
World Savings 1999 - 2007
Skills
Management, Visio, Java, Enterprise Software, SDLC, Disaster Recovery, Web Services, Integration, SQL, Business Analysis, Requirements Analysis, Business Requirements, Requirements Gathering, Software Development, Risk Management, Project Management, User Acceptance Testing, Servers, Enterprise Architecture, Software Project..., SharePoint
Education
University of Kansas
Bachelor of Science (BSc), Computer Science
Range Resources September 2013 - Present
Chevron September 2010 - September 2013
University of Chicago Booth School of Business September 2008 - June 2010
Wachovia June 2004 - June 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Economics, Business Strategy, Investments, Energy, Competitive Analysis, Strategy
Education
The University of Chicago - Booth School of Business 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
University of South Carolina-Columbia 2000 — 2004
Bachelor of Science (BS), Business Administration
CGI March 2009 - Present
TEKsystems March 2008 - March 2009
Wachovia January 2007 - December 2007
PCA International July 2001 - January 2007
Portrait Corporation of America (PCA) 2001 - 2007
Portrait Corporation of America (PCA) 2001 - 2007
Metagon LLC August 1999 - June 2001
ADE Corporation 1987 - 1999
ARCO Oil and Gas Company October 1981 - March 1986
Skills
ADO.NET, .NET
Education
The University of Texas at El Paso 1979 — 1981
MS, Geophysics/Physics
University of Arizona 1976 — 1979
BS, Geophysics
Broome Community College 1974 — 1976
AS, Engineering/Liberal Arts
Thomson Reuters April 2013 - Present
Thomson Reuters February 2005 - Present
Wachovia June 2002 - January 2005
PRO Group February 1998 - August 2000
Skills
Customer Insight, Segmentation, Market Research, Marketing Research, Competitive Intelligence, Quantitative Research, Analytics, Focus Groups, Competitive Analysis, Management, Qualitative Research, Data Analysis, Online Research, Marketing Strategy, Strategy, Marketing
Education
The University of Texas at Arlington 2000 — 2002
MSMR
University of Denver - Daniels College of Business 1993 — 1997
BS, Marketing
Wachovia May 2003 - July 2008
FinSer November 2001 - May 2003
ECI- The Employment Choice June 2001 - November 2001
Skills
Mortgage Lending, Loans, Banking, Mortgage Banking, Loan Origination, Credit
Education
The University of Texas at Austin 1997 — 2001
BBA, Finance
Wachovia 2006 - 2008
World Savings 2001 - 2008
world savings 1985 - 2008
Skills
Process Improvement, IT Management, Leadership, SDLC, Vendor Management, Storage, Data Center, ITIL, Disaster Recovery, Business Analysis, SharePoint
Education
The University of Texas at Austin
MBA, Business
Wells Fargo March 2004 - Present
Wachovia 2007 - July 2009
World Savings March 2004 - 2007
Methodist Healthcare System July 1997 - March 2004
South Texas Blood & Tissue Center March 1992 - July 1997
Skills
Process Improvement, IT Audit, IT Security Best..., Information Security, Vendor Management, Business Analysis, Disaster Recovery, Information Technology, Risk Assessment, Project Management, Information Security..., IT Management, Risk Management, Compliance, Regulatory Requirements, SOX Compliancy, Information Management, Identity Management, Access Control, Healthcare Information..., IT Operations, Iso 9000, IT Project..., Process Management, Training, Training Delivery, Curriculum Development, Change Management, Process Automation, Gap Analysis, Team Management, Cross-functional Team..., SDLC, Management, Sarbanes-Oxley Act, Program Management, Visio
Education
The University of Texas at San Antonio
Wells Fargo October 2009 - Present
Wachovia October 2006 - September 2009
World Savings February 2001 - October 2006
Sara Lee January 1999 - November 2000
World Carpets March 1990 - February 1998
Skills
SDLC, Visio, Software Documentation, SQL, Microsoft SQL Server, Project Management, COBOL, Mortgage Lending, Systems Analysis, JCL
Education
University of Tennessee at Chattanooga 1983 — 1988
Bachelor of Science, Business Adminstration with a concentration in finance
Dalton State College 1980 — 1983
Associate of Science, Business Computer Programming
Wachovia, A Wells Fargo Company March 2009 - Present
Wachovia Bank March 2005 - October 2008
Wachovia January 2004 - December 2004
First Union/Wachovia June 1994 - December 2003
First Union April 1991 - June 1994
First Merit 1975 - 1991
Education
The University of Akron 1975 — 1978
Business
CommuniCare Health Centers December 2012 - Present
Dr. Ramos Cosmetic & General Dentistry of San Antonio September 2012 - December 2012
Encore Dental July 2012 - December 2012
UTHSCSA May 2011 - May 2012
Southwest Research Institute August 2009 - April 2011
Wachovia August 2006 - September 2009
Shipley Do-nuts September 2005 - March 2006
San Antonio College June 2005 - August 2005
Skills
Research, Dental Care, Periodontal Disease, Hygiene, Customer Service, Customer Oriented, Public Health, Ethics, Photoshop, Flash Animation, Video Editing, Technical Support, Writing, Instrumentation, PowerPoint, Microsoft Excel, Teamwork, Team-oriented, Friendliness, Proactive self-starter, Public Speaking, Leadership
Education
The University of Texas Health Science Center at San Antonio 2010 — 2012
Bachelor of Science (B.S.), Dental Hygiene/Hygienist, 3.69
Northwest Vista College 2009 — 2009
The University of Texas at Austin 2002 — 2005
B.A. Liberal Arts, Philosophy, Psychology
Wells Fargo May 2003 - Present
Wachovia July 2000 - May 2003
JPMorgan Chase July 1990 - August 2000
Skills
Treasury Management, Cash Management, Commercial Banking, Treasury Services, Banking, Payments, Relationship Management, Treasury, Finance, Financial Services
Education
The Ohio State University - The Max M. Fisher College of Business 1972 — 1975
MBA, Marketing and Finance
The Ohio State University 1969 — 1972
BS, Industrial Psychology
Wachovia February 2008 - November 2008
SS&C Technologies October 2007 - February 2008
Wachovia Bank October 2002 - October 2007
Education
The University of Connecticut 2012 — 2014
Master of Science (M.S.), Business Analytics and Project Management
The University of Texas at San Antonio 1996 — 2001
BBA, Information Technology
Wachovia June 2007 - January 2008
American Heart Association November 2005 - June 2007
The Business Monthly July 2002 - November 2005
Education
Towson University 1994 — 1999
B.S., Mass Communications
USAA October 2012 - Present
Usaa June 2009 - September 2012
JP Morgan Chase March 2009 - June 2009
Wachovia February 2002 - February 2009
Skills
Leadership, Training, Management, Sales, Loans, Mortgage Lending, Mortgage Banking, Customer Service, Loan Origination, Sales Management, Coaching, Time Management
Education
The University of Texas at San Antonio 1994 — 2001
Bachelor of Science, Kinesiology
Western Union Business Solutions 2008 - Present
FBR 2006 - 2008
Wachovia 2002 - 2006
Lowe's November 2001 - April 2002
Bank of America 1999 - 2001
Bank of America March 1998 - September 1999
Skills
Talent Acquisition, Performance Management, Recruiting, Employee Relations, Talent Management, Employee Engagement, Onboarding, Human Resources, Executive Coaching, Interviews, Succession Planning, Personnel Management, Leadership, Employee Benefits, Applicant Tracking..., HRIS, College Recruiting, HR Policies
Education
The University of Georgia 1993 — 1997
BS
Security Service Federal Credit Union February 2015 - Present
Accenture January 2014 - June 2015
Accenture July 2012 - January 2014
Wells Fargo Home Mortgage August 2009 - March 2010
Wachovia July 2003 - September 2008
Hugo Boss May 2001 - February 2003
USAA June 2000 - February 2001
JCPenney December 1997 - January 2000
Education
The University of Texas at San Antonio 1991 — 1997
BFA, Photography and painting
John Marshall High School
USAA December 2011 - Present
Fannie Mae June 2011 - December 2011
Appraisal Solutions April 2011 - June 2011
Wells Fargo September 2009 - May 2011
Wachovia 2007 - 2009
World Savings / Wachovia 2001 - 2008
Education
University of the Incarnate Word 2013 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
The University of Texas at San Antonio 2005 — 2007
Business
Wells Fargo Bank August 2009 - Present
Wachovia May 2005 - November 2008
Home Funds Direct January 2005 - February 2005
KB Home November 2002 - December 2004
USAA June 1997 - November 2002
Skills
Mortgage Lending
Education
The University of Texas at San Antonio 1995 — 1998
BA, Political Science
Wachovia Systems AnalystWellsfargo2003 - Present
Skills
SDLC, Business Analysis, Requirements Analysis, Visio, Requirements Gathering, SQL, Data Warehousing, Microsoft SQL Server, SharePoint, Business Requirements, Systems Analysis, Banking, Oracle, Agile Methodologies, Software Development, Microsoft Office, Microsoft Excel, Microsoft Word, Access, UltraEdit, Monarch Pro, HTML scripting, COBOL, C++ Language, Turbo Pascal, Assembly Language
Education
The University of Texas at San Antonio 1985 — 1990
Bachelor of Business Administration (BBA), Information Science/Studies
Rockwater Energy Solutions, Inc. August 2011 - Present
Inmar, Inc. April 2003 - August 2011
Wachovia October 2001 - March 2002
Baker Oil Tools October 1997 - October 2000
Baker Hughes, Inc. October 1991 - October 1997
Education
The Ohio State University 1983 — 1986
JD, Law
William & Mary 1979 — 1983
BA, Economics
PNC February 2010 - Present
Lindoo Installations January 2009 - July 2011
JP Morgan Chase May 2007 - January 2009
Mortgage Guaranty Insurance Corporation June 1998 - May 2007
wachovia 2001 - 2007
First Midwest Mortgage Corporation May 1995 - June 1998
Skills
Mortgage Lending, Credit, B2B, Mortgage Banking, Underwriting, Banking
Education
The University of North Dakota 1977 — 1981
BSBA, Business Administration
Bank of America October 2010 - Present
BNY Mellon 2008 - 2010
Wachovia May 2007 - October 2008
World Savings October 2005 - May 2007
Skills
Credit, Banking, Loans, Underwriting, Mortgage Lending, Mortgage Banking, Retail Banking, Loan Origination, Commercial Lending, Small Business Lending, Credit Analysis, Risk Management, Finance, Insurance, Relationship Management, Financial Risk, Accounting
Education
The University of Texas at Arlington 2010 — 2012
Bachelor of Business Administration (BBA), Marketing
Northwest Vista Community College 2007 — 2008
Business
The University of Texas at San Antonio 2002 — 2003
Sociology
Wachovia Bank/Wells Fargo Bank 2007 - Present
Wachovia November 2000 - Present
Skills
Vendor Management, Portfolio Management, Financial Analysis, Banking, Asset Management, Leadership, Process Improvement, Risk Management, Strategic Planning
Education
Towson University
Business Administration, Economics and Arbitration Law
Morgan Stanley October 2013 - Present
CertusBank October 2011 - 2013
Morgan Stanley April 2010 - July 2011
GMAC January 2009 - April 2010
Wachovia February 2008 - January 2009
Bank of America October 2006 - February 2008
Bank of America May 1999 - October 2006
Skills
Finance, Banking, Financial Analysis, Portfolio Management, Mortgage Lending, Treasury Management, Forecasting, Financial Modeling, Managerial Finance, Credit, Strategy, Process Improvement, Business Development, Relationship Management, E-commerce, Business Analysis, Leadership, Financial Risk, Financial Services, Strategic Planning, Credit Cards, Mergers & Acquisitions, Driving Profitability, Budgets, Retail Banking, Risk Management, Loans, Project Management, Credit Analysis, Business Strategy, Cash Management, Strategic Financial..., Analysis, Executive Management, Commercial Banking, Commercial Lending, Investments, Corporate Finance, Due Diligence, Valuation, Private Banking, Asset Management, Treasury, Wealth Management, Fixed Income
Education
The Ohio State University
Bachelors, Economics & Finance
Voya Financial January 1997 - Present
Consultec, Inc 1996 - 1997
Wachovia 1995 - 1996
ING Life of Georgia July 1989 - January 1995
Skills
Business Analysis, SDLC, Requirements Analysis, DB2, Mainframe, CICS, JCL, Vendor Management, TSO, Change Management, SQL, COBOLII, HP Exstream, Analysis, Disaster Recovery, IT Service Management, IT Strategy, Integration, Management, Process Improvement, Program Management, Project Management, Requirements Gathering, Resource Management, Software Project..., Testing, User Acceptance Testing, Visio, Agile Methodologies, Business Process, Data Warehousing, IT Management, Software Documentation, Consulting, Leadership, SharePoint, Enterprise Architecture, Business Requirements, Databases, PMO, Business Process..., Project Portfolio..., Business Intelligence, Insurance, Software Development, Customer Service, Risk Management, COBOL
Education
Troy University 1984 — 1989
BS, Computer Information Science
University of Alabama 1984 — 1986
Wachovia Systems Analyst
Education
The University of Texas at San Antonio 2003 — 2005
BA, Business Mgmt & HR Mgmt
Wachovia July 1993 - Present
Wells Fargo 1993 - Present
Wells Fargo Bank 1993 - Present
Wells Fargo 1993 - 2010
Wachovia, A Wells Fargo Company 1993 - 2010
Wachovia Bank 1993 - 2009
Education
The University of Texas at Austin 1978 — 1981
Bachelor of Science, Finance
Tulane University - A.B. Freeman School of Business
MBA
Northside ISD August 2009 - Present
Wachovia 2005 - 2008
World Savings 2005 - 2007
West Business Services 1998 - 2005
West Corporation November 1998 - May 2000
Skills
Leadership, Budgets, Special Education, Instructional Design, Staff Development, E-Learning, Curriculum Design, Training, Data Analysis, Curriculum Development, Adult Education, Teaching
Education
The University of Texas at San Antonio 1990 — 1996
Bachelors, Information Systems
Windmills Capital Inc July 2012 - Present
International Compliance Solutions, LLC January 2009 - Present
InterBolsa Securities April 2012 - December 2012
SFG May 2007 - December 2008
Wachovia Securities 2001 - 2007
Wachovia 2001 - 2007
Merrill Lynch 1998 - 2000
Merrill Lynch Bank Suisse 1996 - 1998
Merrill Lynch Bank (Suisse) SA Geneva 1996 - 1998
Skills
AML, Compliance, Investment Advisory, Private Banking, Latin America, Supervisory Skills, Financial Institutions, Securities, Due Diligence, Risk Management, Wealth Management, Banking, Series 7, Audit, Brokerage, Cross-border..., Series 63, Series 24, Portfolio Management, Financial Services, Capital Markets, Operational Risk..., Equities, Commercial Banking, Fraud, Emerging Markets, KYC, Investment Banking, Corporate Governance, Wealth Management..., Options, Corporate Finance, Auditing, Bank Secrecy Act, Executive Management, Financial Markets, Trading, Strategy, Alternative Investments, Financial Risk, Hedge Funds, FINRA, Derivatives, Fixed Income, Asset Allocation, ETFs, Financial Advisory, Private Equity, Investments, Asset Management
Education
Thunderbird School of Global Management 2008 — 2009
ECGM, Global Management
Universidad Católica Andrés Bello 1983 — 1990
Law
Colegio San Agustin
Forsythe Appraisals March 2009 - July 2010
WACHOVIA 1995 - 2008
Sayers & Associates, Huber & Lamb Appraisal Group, Bogdon Helbing, Inc., Neugent & Light Inc. 1984 - 1995
Skills
Single Family Homes, Credit, Real Estate, Property, Selling, Banking, Condos, Appraisals, REO, Mortgage Lending, Mortgage Banking, Townhomes, Foreclosures, Management, Loans, FHA, Apartments
Education
The University of Texas at Austin
BBA, Finance & Real Estate
Redstone Federal Credit Union 2015 - Present
Bank of America 2009 - 2014
Wachovia 2007 - 2009
Bank of America 2004 - 2007
Union University 2002 - 2004
Trevecca Nazarene University 2000 - 2002
Skills
Financial Services, Customer Experience, Sales Management, Fundraising, Mortgage Banking, Job Coaching, Team Leadership, Risk Management, Wealth Management, Operations Management, Grant Writing, Insurance, Sales, Customer Service, Banking, Leadership, Management, Credit, Finance, Retail Banking
Education
University of Kansas
MA, International Relations
University of Kansas
Bachelor of Science in Education, American History and Government
Union Bank March 2013 - Present
Bank of America June 2008 - March 2013
Wachovia March 2001 - May 2008
First Union National Bank December 1994 - March 2001
Skills
Credit, Mortgage Lending, Portfolio Management, Risk Management, Credit Cards, Forecasting, Credit Risk, Financial Risk, Banking, Loans, Credit Analysis, Capital Markets, Operational Risk..., Basel II, Financial Analysis, Financial Modeling, Enterprise Risk..., Retail Banking, Underwriting, Analytics, Consumer Lending, Loan Origination, Valuation
Education
The University of Texas at Arlington 1988 — 1990
MSAE, Aerospace Engineering
University of Tennessee-Knoxville 1982 — 1987
BSAE, Aerospace Engineering
Bank of America September 2010 - Present
Wachovia May 1997 - August 2010
Skills
Risk Management, Series 7, Market Risk, Fixed Income, Portfolio Management, Capital Markets, Banking, Credit, Investments, Business Analysis, Financial Analysis, Financial Services, Finance
Education
Wake Forest University School of Business 2003 — 2005
MBA
The University of Texas at Austin
Vacations To Go April 2012 - Present
Wells Fargo Bank April 2010 - September 2011
Wachovia October 2006 - March 2010
Wachovia, A Wells Fargo Company May 2005 - September 2006
Bank of America May 1998 - April 2005
General Nutrition Center May 1993 - May 1998
Skills
Banking, Strategic Planning, Compliance, Accounting, Process Improvement, Financial Reporting, Risk Management, Auditing, Analysis
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Mathematics
J.D. Power and Associates April 2012 - Present
U.S. Bancorp October 2009 - April 2012
Wachovia Bank December 2007 - June 2009
Wachovia April 1998 - June 2009
Wachovia October 2006 - July 2007
Wachovia May 2005 - October 2006
Skills
Customer Experience, Brand Loyalty, Customer Satisfaction, Customer Retention, Process Improvement, Employee Engagement, Call Center, Change Management, Customer Insight, Sales Management, Performance Management, Coaching, Business Strategy, Leadership Development, Leadership, Strategy, Business Development
Education
The University of Southern Mississippi 1978 — 1980
Bachelor of Science, Business Administration
PNC January 2014 - Present
Fifth Third Bank November 2010 - December 2013
Fifth Third Bank October 2009 - November 2010
Fifth Third Bank July 2008 - October 2009
Wachovia May 2007 - August 2007
Smith Barney January 2006 - May 2007
Skills
Portfolio Management, Investments, Asset Management, Economics, Mutual Funds, Asset Allocation, Asset Managment, Trading, Financial Risk, Credit, Wealth Management, Financial Planning
Education
The Ohio State University Fisher College of Business 2004 — 2008
BSBA, Finance and Economics
Wachovia August 2000 - Present
Hats Off 2 U, Inc. 2009 - 2011
IBS Conversions 1995 - 1997
Education
Tidewater Community College 1976 — 1983
AAS, Data Processing
Hampton Institute 1969 — 1970
Wells Fargo Bank SVPWachovia Bank/ First Fidelity BankJuly 1986 - July 2007
Wachovia Bank, N.A. 1986 - 2007
Wachovia 1985 - 2007
Education
Tulane University 1975 — 1979
BS, Economics
Altisource October 2009 - Present
Springhouse Appraisal Management Company August 2009 - October 2009
Wachovia 2004 - 2008
World Savings 2004 - 2006
Skills
Mortgage Lending, FHA, Accounts Receivable, Accounts Payable, Client Liaison
Education
Webster University 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General, A
The University of Kansas 1993 — 1996
Bachelor of Arts (B.A.), Psychology
TowneBank Mortgage March 2015 - Present
Bank of America March 2008 - Present
Wachovia 1983 - 2006
Wachovia, A Wells Fargo Company August 1983 - April 2005
Skills
Mortgage Servicing, Mortgage Lending, Credit, Banking, Real Estate, Leadership, Loan Origination, Refinance, Risk Management, Credit Analysis, Residential Mortgages, USDA, Consumer Lending, Commercial Lending, Commercial Banking
Education
The University of Memphis 1967 — 1972
The University of Memphis 1967 — 1972
Elementary Education and Teaching
Wachovia September 2002 - March 2010
Chico's FAS Inc. March 2000 - September 2002
Skills
Banking, Customer Service
Education
Trident Technical College
Associate's degree, Computer/Information Technology Administration and Management
Eliot Management Group September 2013 - Present
Bank of America Merchant Services January 2011 - September 2013
Radiant Payments Services November 2009 - August 2010
ADT November 2008 - November 2009
Summit Merchant Solutions January 2008 - November 2008
Wachovia June 2007 - January 2008
Gateway Funding October 2006 - May 2007
Skills
Business Development, Management, Sales Operations, Marketing, Account Management, Sales, Marketing Strategy, B2B, Training, Market Research, Sales Management
Education
Tulsa Community College 1991 — 1991
Accounting
Edaptive Systems, Inc November 2011 - Present
Code X, Inc. June 2010 - November 2011
Bank of America 2009 - 2009
Wachovia 2003 - 2007
Skills
Business Analysis, Requirements Analysis, SQL, SDLC, Requirements Gathering, Visio, Microsoft SQL Server, SharePoint, Systems Analysis, Oracle, Project Management, Business Requirements, Software Project..., User Acceptance Testing, Agile Methodologies, Business Process, Software Documentation, Testing, Data Warehousing
Education
The University of Georgia
Bachelor of Science (B.S.), Computer Science
The Game, Soffe, Xenith, Intensity Athletics November 2014 - Present
M.J. Soffe, a Delta Apparel company August 2011 - November 2014
Premiere Sales Group August 2009 - August 2011
Action Mailing October 2008 - June 2009
PlattForm December 2007 - October 2008
Washington Mutual Finance Co July 2007 - November 2007
Wachovia July 2004 - July 2007
Certified Safety Mfg December 2003 - July 2004
Skills
Team Building, Negotiation, Apparel, Classroom Management, Retail, Sales, Customer Service, Marketing Strategy, Sales Management, Strategic Planning, Merchandising, Leadership, Microsoft Office, Training
Education
The University of Kansas 2003 — 2006
Master's Degree, M.A. Sports Administration, 3.70
The University of Kansas 1998 — 2002
Bachelor's Degree, Pre-Physical Therapy Studies
ABG Pentegra June 2012 - Present
Wells Fargo September 2010 - March 2012
Wachovia April 2004 - 2008
First Charter Bank 2001 - 2004
PFPC/First Data 1999 - 2001
Bank One 1995 - 1996
Skills
Banking, Wealth Management, Portfolio Management, Financial Analysis, Financial Services, Investments, Loans, Mutual Funds, Relationship Management, Securities, Management, Pensions, Asset Management, Equities, 401k, Risk Management, Cash Management, Business Analysis
Education
The Ohio State University Fisher College of Business 1983 — 1988
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Wells Fargo 2009 - Present
Wachovia 2003 - 2009
CDI Global Staffing Services 2000 - 2003
Alltel Information Services 1998 - 2000
Skills
Project Management, MS Project, Financial Forecasting, Risk Management, Business Analysis, PMO, Management
Education
The University of Memphis 1993 — 1997
Bachelor's of Business Administration Degree in Management Information Systems and Real Estate
Security Service Federal Credit Union August 2014 - Present
JPMorgan Chase 2013 - 2013
Adobe 2012 - 2013
Real Estate 2010 - 2012
Wells Fargo 2008 - 2010
Wachovia 2003 - 2008
3Com 2000 - 2003
3Com 1999 - 2000
Creative Labs 1997 - 1999
Technology Credit Union 1993 - 1996
Skills
Bilingual, Spanish-speaking, Underwriting, Financial Analysis, Accounts Receivable, Process Improvement, Training, Credit, Collections, Forecasting, Account Reconciliation, Presentations, Relationship Management, Partnerships, Problem Solving
Education
The University of Texas-Pan American
Bachelor of Arts (BA), Marketing
Univerversity Of Texas PanAm
Bachelor of Business Administration (B.B.A.)
Wells Fargo March 2006 - Present
Wachovia March 2003 - March 2006
Wachovia March 1999 - March 2003
Education
The University of Texas at Austin 1984 — 1988
Bachelor of Business Administration (BBA), Marketing