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
The Intersect Group March 2014 - Present
Beacon Hill Staffing Group January 2011 - March 2014
Pareto Staffing Group December 2009 - January 2011
Ajilon February 2008 - August 2009
Wachovia October 2005 - February 2008
Skills
Technical Recruiting, Talent Acquisition, Full-cycle Recruiting, Executive Search, Cold Calling, Networking, SDLC, Information Technology, CRM, Business Analysis, Training, Talent Management, ERP, Project Management, Staff Augmentation, System Administration, Temporary Staffing, Temporary Placement, Employee Relations, Building Relationships, Interviews, Recruiting, Sourcing, Software Development, Consulting, Hiring, Permanent Placement
Education
University of Florida 1999 — 2004
Bachelor of Arts, History
Brundage Management Company August 2014 - Present
InVision Results October 2007 - August 2014
Visionworks of America January 2010 - November 2012
Wachovia 1999 - 2007
Skills
Team Building, Customer Service, Coaching, Microsoft Office, Performance Management, Organizational..., Presentation Coaching, Adult Learning..., Healthcare Billing and..., Leadership, Organizational..., Leadership Development, Sales, Strategic Planning
Education
University of Colorado Boulder 1993 — 1996
Bachelor’s Degree, International Relations and Affairs
ASTD Certified Trainer
Fiserv January 2003 - Present
Fiserv September 1997 - January 2003
Orange County Public Schools August 1993 - August 1997
Wachovia January 1991 - August 1993
Skills
Requirements Analysis, Requirements Gathering, Business Analysis, Visio, Business Requirements, Testing, Software Documentation, Integration, Business Analysis..., Systems Analysis, Use Case Analysis, UML, Sparx Enterprise..., Context Diagrams, Use Case Diagrams, Activity Diagrams, Sequence Diagrams, User Interface..., RequisitePro, Functional..., Requirements..., Agile Methodologies, RUP Methodologies, CRM, Microsoft Word, Microsoft Excel, PowerPoint, SharePoint, Google Docs, Online Help Development, User Documentation, Analysis, Business Process, SDLC, Software Project..., User Acceptance Testing, ISO, Waterfall, Gap Analysis, Requirements Management, Software Implementation, Process Improvement
Education
University of Central Florida 1986 — 1991
Bachelor of Science (B.S.), English Language Arts Education
Wells Fargo April 2013 - Present
Wells Fargo November 2010 - April 2013
Wachovia November 2009 - November 2010
Etrade Financial March 2007 - March 2009
Etrade Financial March 2007 - March 2009
Skills
Investments, Wealth Management, Loans, Financial Services, Equities, Risk Management, New Business Development, Valuation, Securities, Investment Strategies, Retirement Planning, Series 7, Estate Planning, Financial Advisory, Series 63, Mutual Funds, Options, Trading, Portfolio Management, Asset Allocation, Strategic Financial..., Financial Risk, Credit
Education
University of Florida 2013 — 2015
Master of Business Administration (MBA)
University of Central Florida 2001 — 2005
BS in Legal Studies
USAmeriBank August 2012 - Present
Wells Fargo Bank July 2009 - July 2012
Wachovia Bank August 1995 - July 2009
Wachovia 2000 - 2009
First Union National Bank 1990 - 1995
Skills
Sales Management, Loans, Credit, Strategic Planning, Leadership Development, Performance Management, Cross Selling
Education
University of Florida 1984 — 1988
BS, Advertising and Journalism, Advertising/Marketing
NRT February 2014 - Present
NRT December 2008 - Present
Wachovia May 2005 - December 2008
Synapse Technology June 2001 - May 2005
Skills
Microsoft SQL Server, SQL Server Reporting..., Agile Methodologies, Database Administration, Database Design, Scrum, MS Reporting Services, Data Warehousing, SSRS, SharePoint, T-SQL, SSIS, Databases, ETL, Oracle, TFS
Education
University of North Carolina at Charlotte 1999 — 2001
B.S.
University of Colorado Boulder 1989 — 1994
B.A.
Northland Pines High School 1984 — 1988
Wells Fargo May 2009 - Present
Wachovia 2002 - 2009
First Union 1989 - 2001
Skills
Project Management,..., Personnel Management, Curriculum Design, Training Delivery, Needs Analysis, Performance Management, Blended Learning, Leadership Development, Talent Management, Learning Management, Training, Instructional Design, Coaching
Education
University of Florida 1984 — 1986
Communications/Journalism
McKesson Corporation (McKesson Technology Solutions) January 2014 - Present
McKesson Corporation (McKesson Technology Solutions) 2007 - 2013
McKesson Corporation (McKesson Provider Technologies) 2003 - 2007
Peregrine Systems and Inovis 2001 - 2003
Peregrine Systems 2000 - 2001
Harbinger Corporation 1998 - 2000
Wachovia 1998 - 1998
John H. Harland 1997 - 1998
Cameron-Newell Advertising (now TMP Worldwide) 1995 - 1997
Skills
Integrated Marketing, Social Media, Web Analytics, Web Content, Web Project Management, Web Marketing, SEO, SEM, Email Marketing, B2B Marketing Strategy, Lead Generation, Team Leadership, Web Marketing Strategy, Usability, Copywriting, Copy Editing, Integrated Marketing..., Project Management, Demand Generation, Online Advertising, Account Management, Digital Strategy, Strategic Thinking, Marketing Management, Strategy, Marketing Strategy, Product Development, Advertising, Marketing, E-commerce, Online Marketing
Education
University of Florida
BS, Advertising with Outside Concentration in Marketing
Manchester Capital Management, LLC June 2012 - Present
SEI Private Wealth Management April 2008 - June 2012
US Trust March 2007 - April 2008
Wachovia May 2002 - April 2007
JP Morgan Chase February 1992 - September 2002
Skills
Wealth Management, Investments, Investment Advisory, Asset Allocation, Alternative Investments, Private Equity, Estate Planning, Credit, Asset Managment, Portfolio Management, Due Diligence, Equities, Insurance, Strategic Financial..., Hedge Funds, Corporate Finance, Asset Management
Education
University of Delaware - Lerner College of Business and Economics 1987 — 1991
BS, Finance and Marketing
Charlotte Family Housing August 2015 - Present
Carolina Breast Friends, Inc. January 2012 - May 2015
Lakewood Community Development Corporation May 2011 - December 2011
Serenity House Inc. January 2006 - December 2011
Foundation For The Carolinas December 2009 - May 2011
Foundation For The Carolinas 2009 - 2011
Diversity Council of the Carolinas 2006 - 2011
YWCA CENTRAL CAROLINAS June 2009 - March 2010
MECKLENBURG MINISTRIES March 2009 - September 2009
Wachovia July 2006 - June 2009
Skills
Data Analysis, Program Evaluation, Market Research, Direct Mail, Program Development, Management Consulting, Strategy, Leadership, Management, Nonprofits, Program Management, Organizational..., Fundraising, Leadership Development, Consulting, Marketing, Strategic Planning, Change Management, Budgets, Training, Public Speaking
Education
University of Georgia - Terry College of Business
Masters, Marketing Research
University of Georgia - Terry College of Business
Bachelors, Business Administration
Ernst & Young November 2012 - Present
SunTrust Bank August 2006 - November 2012
Wachovia October 2003 - August 2006
The Vanguard Group October 1998 - October 2003
Avnet 1990 - 1993
Skills
Direct Sourcing, Banking, Salary Negotiation, Full-cycle Recruiting, Talent Acquisition, Executive Search, Recruitment/Retention, Internet Recruiting, Diversity Recruitment, College Recruiting, Screening, Management, Leadership
Education
University of Delaware 1985 — 1989
BA, Political Science
Discover Technologies September 2014 - Present
Cardinal Solutions Group April 2007 - September 2014
Market6 December 2013 - June 2014
Vantiv 2013 - 2013
KnowledgeWorks Foundation 2012 - 2013
Cengage Learning 2011 - 2012
i3 Research 2009 - 2011
Wachovia 2007 - 2009
Great American Insurance 2001 - 2007
GE Aviation 1997 - 2000
Skills
SOA, SharePoint, PMO, Business Analysis, Solution Design, Architecture, Integration, EAI, Business Management, Business Requirements, .NET, System Design, Document Management, Requirements Analysis, Software Development, Project Planning, Process Engineering, Web Applications, Governance, Consultancy, Strategic Business, MS Project, Enterprise Architecture, Management, Data Warehousing, Program Management, Architectures, Microsoft SQL Server, Solution Architecture
Education
University of Cincinnati 1993 — 1996
Master's Degree, Nuclear Engineering
University of Cincinnati 1988 — 1993
Bachelor's Degree, Nuclear Engineering
Coldwell Banker Real Estate 2008 - Present
Wachovia February 1997 - February 2002
Skills
Local East Boca Raton..., Luxury Brand Marketing, Distressed Properties..., Contract Negotiation, e-PRO, Residential Homes, Short Sales, Sellers, Condos, Leases, Foreclosures, Property, Single Family Homes, Investment Properties, Brokerage, Sales, Real Estate, Selling, New Homes, Buyer Representation, Relocation Buyers, Relocation, REO, Property Management, Luxury, Budgets, First Time Home Buyers, Rentals, Investors, Listings, Vacation Homes
Education
University of Florida - Warrington College of Business Administration 1982 — 1986
BSBA FINANCE, Business Administration
Atlantic Capital Bank May 2007 - Present
SunTrust Bank January 2002 - May 2007
Wachovia March 1988 - January 2002
Skills
Capital Structure, Cash Management, Corporate Lending, Financial Analysis, Loans, Commercial Lending, Credit, Investments, Treasury Management, Commercial Banking, Lines Of Credit, Working Capital..., Banking, Credit Analysis, Small Business Lending, Management
Education
University of Georgia - Terry College of Business 1983 — 1988
BBA, Accounting
Bank of America December 2009 - Present
Currently Looking October 2009 - Present
Wachovia October 2007 - November 2009
PAETEC January 2007 - October 2007
US LEC April 2003 - January 2006
Education
University of Central Florida
Wells Fargo July 2010 - Present
IntePoint LLC October 2006 - July 2010
Wachovia October 2003 - October 2006
http://www.sharpreader.net October 2002 - August 2006
CSX World Terminals March 2002 - September 2003
Bank of America September 1999 - March 2002
Moody's Investors Service April 1997 - August 1999
Syner Organization 1996 - 1997
Tensor Technology 1993 - 1996
Skills
Web Services, Agile Methodologies, .NET, SOA, Java, Visual Studio, XML, IntelliJ IDEA, JUnit, SQL, Microsoft SQL Server, Oracle, Programming, C#, Servlets
Education
University of Groningen 1987 — 1992
Masters, Computer Science
Bank of America December 2012 - Present
The L. Warner Companies August 2009 - May 2013
Colonial Life March 2009 - August 2009
Colonial Life September 2007 - February 2009
Colonial Life 2005 - 2007
Wachovia 1998 - 2005
ABN AMRO 1988 - 1998
ABN AMRO Bank, Inc, and N.V. 1988 - 1998
Wells Fargo 1986 - 1988
LaSalle Bank 1978 - 1988
Skills
Process Improvement, Call Centers, Leadership, Operations Management, Call Center, Insurance, Employee Benefits, Health Insurance, Analysis, Quality Assurance
Education
Capella University 2003 — 2007
MBA
University of Colorado at Boulder 1971 — 1975
BA
Barclays Capital July 2012 - Present
Morgan Stanley April 2009 - July 2012
Ernst & Young October 2004 - March 2009
Wachovia June 2000 - September 2004
Skills
Process Improvement, Six Sigma, Management, Banking, Business Process Mapping, Finance Transformation, Program Management
Education
University of Florida 1995 — 2000
B.S., Industrial & Systems Engineeting
Bank of America June 2012 - Present
Bank of America October 2011 - June 2012
United Capital Financial Advisers, LLC January 2009 - October 2011
Wachovia October 2005 - September 2008
Skills
Investments, Retail Banking, Financial Services, Relationship Management, Sales, Banking, Sales Management, Wealth Management, Portfolio Management, Small Business Lending, Loans, Mortgage Lending, Finance, Credit
Education
University of Florida 2001 — 2005
Bachelor's degree
Wells Fargo December 2014 - Present
Wells Fargo June 2014 - Present
Wells Fargo Bank July 2010 - Present
Wells Fargo Bank June 2009 - September 2010
Wachovia Securities June 2008 - June 2009
Wachovia June 2006 - June 2008
Skills
Portfolio Management, Banking, Investments, Credit, Financial Analysis, Real Estate, Asset Management, Mortgage Lending, Due Diligence
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Science in Real Estate, Real Estate Development and Finance
University of Florida 2002 — 2006
Bachelor of Science in Business Administration, Finance, General, 3.9 GPA
University of Florida 2002 — 2006
Communication Studies, 4.0
State Bank and Trust Company August 2013 - Present
State Bank and Trust Company August 2011 - August 2013
First Horizon National Corporation July 2009 - August 2011
Wachovia June 2008 - July 2009
Wachovia March 2007 - June 2008
Wachovia September 2006 - March 2007
Wachovia June 2000 - September 2006
SunTrust Bank August 1997 - May 1999
Education
University of Georgia - Terry College of Business 1999 — 2000
MBA, Corporate Finance, Investments and Organizational Consulting
University of Georgia - Terry College of Business 1993 — 1997
BBA, Finance
Wells Fargo Home Mortgage February 2013 - Present
Allonhill November 2010 - January 2013
Wachovia Settlement Services January 2009 - November 2010
USAA May 2009 - September 2009
Wachovia 1992 - 2008
Skills
Risk Management, Mortgage Lending, Loans, Underwriting, Banking, Credit Analysis, Leadership, Credit Risk, Loan Origination, Financial Risk, Change Management, Mortgage Underwriting, Management, Portfolio Management, Performance Management
Education
University of Colorado Boulder - Leeds School of Business 1987 — 1991
BS, Finance/Marketing
Bank of America June 2004 - Present
Wachovia April 2001 - June 2004
Hydrogen Media August 2000 - January 2001
Ernst & Young June 1999 - May 2000
Skills
Banking, Analytics, Risk Management, Business Intelligence, Portfolio Management, Vendor Management, Data Analysis, SDLC, Financial Services, CRM, Financial Analysis, Credit Cards, Strategy, Financial Modeling, Credit Risk, Business Development, Relationship Management, Management
Education
University of Florida - Warrington College of Business Administration 1997 — 2000
M.B.A.
West Virginia University 1987 — 1991
B.A., Economics
USAA May 2012 - Present
USAA November 2010 - May 2012
USAA November 2009 - November 2010
Wachovia January 2008 - May 2009
Wachovia October 2005 - December 2007
Bank of America 2003 - 2005
Premier, Inc. August 1999 - April 2002
Healthmatics- A GlaxoWellcome Company May 1995 - July 1999
Glaxo Inc January 1993 - May 1995
United States Marine Corps June 1985 - September 1992
Skills
Product Development, Innovation, Innovation Management, Business Process Design, Process Management, Outsourcing, Shared Services..., Operations Management, Enterprise Risk..., Operational Risk, Operational Risk..., Six Sigma, Lean Sigma, Strategic Supplier..., BPO, KPO, Process Maturity, Shared Services, Transformation Design, Transformation Programs, Business Process..., Process Engineering, Leadership, Change Management, Process Improvement, Operational Excellence, Business Strategy, Management, Strategy, Business Process..., Executive Management, Strategic Planning, Governance, Cross-functional Team..., Project Portfolio..., Risk Management, Business Process, Analysis, Financial Services, Strategic Sourcing, Consulting, Coaching, Management Consulting, PMO, Business Analysis, Sourcing, Program Management, Vendor Management, Business Transformation, Project Management
Education
University of Colorado Boulder 1981 — 1985
BA
University of Colorado Boulder
HomeBridge Financial Services, Inc. August 2013 - Present
Old Florida National Bank April 2013 - July 2013
FBC Mortgage LLC June 2009 - April 2013
Greenlight Home Mortgage December 2008 - June 2009
Wachovia July 2007 - December 2008
Ivanhoe Financial / CPM / Fidelity Funding 2001 - 2006
SunTrust Mortgage 1997 - 2000
Skills
Loans, Mortgage Lending, Credit, FHA, Refinance, VA loans, Mortgage Banking, Short Sales, Real Estate, Loan Origination, Underwriting, FHA financing, USDA, Residential Mortgages, Reverse Mortgages, Government Loans, Certified Mortgage...
Education
University of Florida 1986 — 1990
Associate of Arts (A.A.), Mathematics
Lake Howell High School 1982 — 1986
Kaplan University January 2009 - Present
Wachovia January 2008 - January 2009
Countrywide Mortgage April 2005 - January 2008
Education
University of Florida 1999 — 2003
BS Business Administration, Marketing
Wells Fargo August 2012 - Present
Wells Fargo Bank May 2010 - May 2012
Wells Fargo May 2009 - May 2010
Wachovia June 2003 - April 2009
Wachovia May 1999 - June 2003
New Media August 1998 - May 1999
National City Bank October 1988 - August 1998
Norwood Chevrolet December 1985 - October 1988
Skills
Process Management, Scenario Planning, Governance, Financial Risk, Architecture, Operational Risk..., Operational Risk, COBIT, Banking, Risk Management, PMO, SDLC, Enterprise Risk..., IT Strategy, COSO, Business Analysis, ITIL v3 Foundations...
Education
University of Denver - Daniels College of Business 1981 — 1984
MBA, Business
University of Colorado Boulder 1974 — 1978
BA, Communications - Radio, TV, Film
Wells Fargo The Private Bank September 2011 - Present
Wachovia 2007 - 2011
Wachovia Bank September 2005 - March 2007
Skills
Commercial Banking, Wealth Management, Finance, Wealth Management..., Series 63, Retirement Planning, Loans, Banking, Credit, Private Banking, Small Business Lending, Mortgage Banking, Strategic Financial..., Financial Services, Commercial Lending, Mortgage Lending, Retail Banking, Loan Origination, Financial Planning
Education
University of Central Florida - College of Business Administration 2003 — 2006
Masters of Business Administration
University of North Florida 1996 — 2000
Bachelor of Banking and Finance, Corporate Finance
Money Counts, Inc. 2011 - Present
Stay at home mom 2011 - 2015
Wachovia October 2007 - July 2011
Wachovia, A Wells Fargo Company 2007 - 2011
Wachovia 2003 - 2007
First Union National Bank 1999 - 2001
Skills
Cash Flow Management, Financial Services, Financial Analysis, Retirement Planning, Investments, Loans, Consumer Lending, Banking, Credit, Commercial Lending, Credit Analysis, Mortgage Lending, Small Business Lending, Risk Management, Commercial Banking, Loan Origination, Mortgage Banking, Retail Banking, Portfolio Management, Relationship Management
Education
University of Central Florida 1996 — 1998
Bachelor's degree, Finance, General
Parallon Workforce Solutions December 2013 - Present
Nightingale Nurses October 2011 - December 2013
Ultimate Software June 2007 - December 2011
Wachovia November 1999 - May 2007
Novartis, Inc. April 1999 - October 1999
First Union National Bank (now Wachovia) March 1998 - April 1999
General Motors Corporation May 1994 - March 1998
Skills
Microsoft SQL Server, SQL, JavaScript, .NET, ASP, IIS, XML, Visual Studio, Access, COBOL, Visual Basic, HTML, Java, Oracle, Subversion, Perl, XP, Sybase, Lotus Notes, Windows NT, Web Services, SDLC, ASP.NET, Software Development, Databases, SSRS, Web Applications, Data Warehousing, T-SQL, Windows XP, Windows, VB.NET, C#, TFS, MVC
Education
University of Central Oklahoma 1991 — 1995
Computer Science Management
Patriot National Insurance Group May 2012 - Present
FirstComp Insurance May 2010 - October 2011
Liberty Mutual Insurance October 2008 - May 2010
Wachovia April 2007 - August 2008
Trilogy Marketing Group April 2006 - August 2006
Skills
Property & Casualty..., Casualty, Management, Underwriting, Sales, Time Management, Banking, Insurance, Liability, Analysis, Claim, Customer Satisfaction, Commercial Insurance, Legal Liability, Risk Management, Workers Compensation, Marketing, General Insurance, Accounting, Financial Analysis, Commercial Lines, Health Insurance, Umbrella Insurance, Professional Liability
Education
University of Florida 2004 — 2008
Bachelor of Science, Finance
Fifth Third Bank November 2010 - Present
Guardian Savings Bank April 2007 - November 2010
WACHOVIA April 2004 - March 2007
Education
University of Cincinnati 1995 — 1999
BS
Wells Fargo, The Private Bank 2009 - Present
Wachovia September 2003 - December 2008
KPMG 1984 - 2002
Skills
Financial Planning, Estate Planning, Business Succession..., Income Tax, Gift Tax, Family Dynamics, Planning for Closely..., Planning for Corporate..., Trusts, Strategic Financial..., Succession Planning, Wealth Management, Retirement Planning, Financial Planners, Wealth Management..., Financial Advisory, Estate Tax Planning, Wealth, Investment Advisory, Asset Allocation, High Net Worth..., Trust Services, Financial Services, Portfolio Management, Finance
Education
University of Denver 1979 — 1980
MT, Taxation
Wells Fargo December 2009 - Present
AT&T August 2009 - December 2009
TIAA-CREF 2009 - December 2009
Wachovia June 2007 - August 2009
IBM December 2003 - June 2007
Michelin IT/IS Support 1990 - 2004
Michelin North America January 1996 - December 2003
Fluor 1986 - 1989
Skills
Project Management, NTP, Cisco Technologies, Data Center, Networking, Network Design, Hardware, Network Security, Network Administration, TCP/IP, WAN, Disaster Recovery, Troubleshooting, VPN, Network Engineering, Switches
Education
University of Cincinnati 1980 — 1986
BS, Electrical and Computer Engineering
University of Cincinnati
Bachelor of Science (BS), Electrical and Electronics Engineering
Fifth Third Bank May 2014 - Present
Fifth Third Bank October 2010 - May 2014
Wachovia, A Wells Fargo Company June 2009 - October 2010
Wachovia, A Wells Fargo Company January 2004 - June 2009
Wachovia May 1999 - December 2003
Wachovia December 1997 - May 1999
First Union National Bank January 1989 - December 1997
Skills
Commercial Banking, Retail Banking, Sales Management, Mergers, Executive Management, New Business Development, Banking, Leadership Development, Commercial Lending, Credit, Mergers & Acquisitions, Budgets, Small Business Lending, Finance, Portfolio Management, Management, Recruiting, Training, Employee Engagement, Leadership, Loans, Sales, Coaching, Credit Analysis, Risk Management, Treasury Management, Financial Services, Mortgage Lending, Human Resources, Team Building, Consumer Lending, Insurance, Relationship Management, Cash Management, Loan Origination, Underwriting, Wealth Management, Credit Risk, Investments, Mortgage Banking, Asset Based Lending, Capital Markets, Financial Analysis, Financial Risk, Commercial Mortgages, Strategic Financial..., Strategic Planning, Cross Selling
Education
University of Central Florida - College of Business Administration 1994 — 1995
MBA, Masters Degree
University of Florida - Warrington College of Business Administration 1984 — 1988
BSBA, Finance
Intuit May 2015 - Present
Make-A-Wish America April 2014 - Present
Worldpay November 2011 - May 2015
Intuit March 2009 - November 2011
It's a Big Idea Marketing Consulting July 2008 - March 2009
Wachovia February 2006 - September 2007
Capital One December 2000 - January 2006
Procter & Gamble June 1990 - October 2000
Skills
Direct Marketing, Marketing Strategy, Marketing Communications, Brand Architecture, Advertising, Consulting, Segmentation, Analytics, Customer Acquisition, Product Management, Product Marketing, Customer Insight, Strategy, Email Marketing, Cross-functional Team..., Marketing Research, Marketing Management, Marketing, Market Research, Product Development, Leadership, Management, Market Planning, Start-ups, Strategic Partnerships, Program Management, Competitive Analysis, E-commerce, Integrated Marketing, Customer Experience, Lead Generation, Creative Direction, Mergers & Acquisitions, Multi-channel Marketing, Customer Retention
Education
University of Cincinnati 1995 — 1998
MBA, Marketing, International Business
Worcester Polytechnic Institute 1986 — 1990
BS, Chemical Engineering
SolarCity July 2015 - Present
Mortimers Casino January 2014 - Present
Banker's Casino July 2010 - October 2013
Wachovia August 2009 - April 2010
Staples June 2009 - August 2009
Verizon Wireless December 2004 - March 2009
Circuit City August 2004 - November 2004
Circuit City June 2003 - August 2004
Skills
Sales Management, Financial Specialist, Casino Gaming, Retail Sales, Outside Sales, Exceeding Quotas, Customer Satisfaction
Education
University of California, Santa Cruz 2000 — 2005
B.A, MCD Biology
The Home Depot March 2015 - Present
The Home Depot May 2013 - March 2015
The Home Depot July 2011 - May 2013
University of Georgia August 2009 - July 2011
Chick-fil-A May 2010 - July 2010
Wachovia April 2008 - July 2009
Wachovia June 2006 - March 2008
Skills
Financial Analysis, Risk Management, Leadership, Financial Modeling, Data Analysis, Six Sigma, Investments, Finance, Sales, Internal Audit, Process Improvement, Microsoft Excel, Customer Satisfaction, Business Analysis, Strategic Planning, Customer Service, Project Management, Microsoft Office, Underwriting, PowerPoint, Cross-functional Team..., Access, Marketing, Management
Education
University of Georgia - Terry College of Business 2009 — 2011
MBA, Finance, Operations
University of Georgia - Terry College of Business 2003 — 2006
BBA, Management
Deloitte August 2015 - Present
Deloitte August 2014 - July 2015
Deloitte October 2012 - July 2014
PricewaterhouseCoopers January 2010 - August 2011
Wachovia June 2008 - August 2008
Wachovia May 2007 - May 2008
Skills
Financial Analysis
Education
University of Florida - Fisher School of Accounting 2011 — 2012
MAcc
University of Florida - Warrington College of Business Administration 2005 — 2009
BSBA, Finance
Georgia Bankers Association March 2008 - Present
Wachovia January 2005 - March 2008
SouthTrust Bank 2000 - 2005
Alabama Power Company 1993 - 2000
Skills
Crisis Communications, Media Relations, Internal Communications, Social Media, Message Development, Speech Writing, Marketing, Public Relations, Banking, Corporate Communications, Management, Strategic Communications, Corporate Social..., Strategic Planning, Employee Engagement, Leadership, Messaging, Public Speaking, Press Releases
Education
University of Colorado Boulder 1987 — 1991
Bachelor of Science, Journalism
Dadeville High School
Cracker Barrel December 2012 - Present
BankFIRST May 2011 - December 2012
Stay at Home Mom August 2009 - May 2011
Riverside National Bank of Florida January 2007 - August 2009
Wachovia April 2002 - January 2007
Skills
Training & development..., Customer Service, Microsoft Office, Management, Microsoft Word, PowerPoint, Sales, Leadership, Staff Development
Education
University of Central Florida
Merrill Lynch March 2010 - October 2011
BB&T formally Colonial Bank October 2008 - March 2010
Wachovia June 2005 - October 2008
Ker's Winghouse May 2002 - June 2005
Sago Homes May 2001 - May 2002
Nolan Carter, P.A. May 1999 - May 2001
Education
University of Central Florida - College of Business Administration 2000 — 2004
BSBA, Finance
Finance
BSBA
University of Central Florida
Fidelity National Information Services January 2010 - Present
Metavante July 2006 - January 2010
Metavante January 2006 - July 2006
Metavante 2004 - 2006
Kirchman Corporation 2002 - 2004
Wachovia 1998 - 2002
First Union National Bank 1995 - 1998
Skills
Pricing, Account Management, Sales, Marketing, Strategic Planning, Professional Services, Business Analysis, Process Improvement, Strategic Partnerships, Sales Presentations, Business Development, Banking, Financial Analysis, Team Building, New Business Development, Marketing Strategy, Negotiation, Salesforce.com, CRM, B2B, Risk Management, Product Management, Team Leadership, Selling, Sales Operations, Portfolio Management, Contract Negotiation, Forecasting, Business Strategy, Solution Selling, Sales Process, Product Marketing, Strategy, Management Consulting, Credit, Customer Service, Management, Start-ups, Leadership, Cross-functional Team..., Executive Management, Sales Management, Consulting, Customer Retention, Finance, Security, SaaS, Lead Generation, Vendor Management
Education
University of Florida 1995 — 1999
Warrington College of Business BSBA, Finance & Insurance
Gibson, Dunn & Crutcher LLP May 2012 - July 2012
Paul Hastings June 2011 - August 2011
Wachovia July 2008 - June 2009
Wachovia June 2007 - August 2007
Education
University of Chicago Law School 2010 — 2013
JD, with Honors
University of North Carolina at Chapel Hill 2004 — 2008
B.A., Political Science, Psychology
TIAA-CREF September 2014 - Present
TIAA-CREF May 2012 - September 2014
Bank of America November 2010 - May 2012
Bank of America August 2010 - December 2010
Wells Fargo June 2009 - August 2010
Wachovia December 2006 - November 2008
Wachovia Bank April 2004 - December 2006
Bank of America March 2000 - April 2004
Wells Fargo (First Union National Bank) March 1998 - April 2000
Skills
Project Management, Program Management, Systems Analysis, Portfolio Management, Product Management, Workshop Facilitation, Quality Assurance, Analysis, Business Strategy, Software Documentation, E-commerce, Integration, Business Analysis, Change Management, Management, Business Process..., Disaster Recovery, Six Sigma, Business Intelligence, CRM, Leadership, PMO, Testing, Training, SDLC, Building Relationships, Process Improvement, Governance, User Acceptance Testing
Education
University of Florida
BS
University of North Carolina at Charlotte 2008 — 2009
Continuing Education
Mondelēz International November 2011 - Present
Boden 2010 - 2011
BabyAge.com 2008 - 2010
Wachovia 2005 - 2007
UniGraphic 2003 - 2004
Allegiance Telecom Inc 1999 - 2003
Skills
Management, Leadership, Team Leadership, Strategic Planning, Process Improvement, Microsoft Office, Call Centers, Training, Customer Service, Team Building, Customer Experience, Cross-functional Team..., Human Resources, Time Management, Invoicing, Operations Management, Customer Retention, Change Management, Marketing, Marketing Strategy
Education
University of Colorado at Boulder
BS, Psychology
Mindseeker, Inc. September 2012 - May 2013
Bank of America April 2011 - September 2012
Bank of America September 2010 - December 2010
Bank of America May 2010 - September 2010
Bank of America March 2010 - June 2010
Bank of America September 2009 - March 2010
Bank of America March 2009 - September 2009
Bank of America September 2006 - September 2009
Wachovia May 2004 - September 2006
Wells Fargo, Private Client Services October 2001 - November 2002
Skills
Business Requirements, Banking, Metrics, SDLC, Business Process, Risk Management, Training & Development, Stakeholder Management, Program Management, Cross-functional Team..., Gap Analysis, Solution Implementation, Employee Training, Business Analysis, Training, Performance Management, Leadership, Process Improvement, PMO, Team Leadership, Project Management, Integration, Change Management, Strategy, Management, Six Sigma, Testing, Databases, Data Warehousing, CRM, Business Process..., Project Portfolio..., PMP, Business Intelligence, IT Strategy
Education
University of Phoenix 2004 — 2006
Bachelor of Science, Information Technology
University of Colorado at Boulder
Environmental Science
Wells Fargo November 2014 - Present
Wells Fargo Home Mortgage July 2013 - October 2014
Bank of America October 2010 - July 2013
Exervio Management Consulting March 2008 - October 2010
Wachovia November 2003 - March 2008
Safety-Kleen Services, Inc. June 2002 - November 2003
Andersen Business Consulting September 1997 - June 2002
Skills
Internal Audit, SAP, Project Management, Business Process..., Procurement, Business Strategy, Risk Assessment, Outsourcing, Program Management, Risk Management, Business Process, Strategic Sourcing, Process Improvement, Financial Services, Internal Controls, Finance, Leadership, Strategic Planning, Cross-functional Team..., Management Consulting, Vendor Management, Business Analysis, Banking, Financial Analysis, Mergers & Acquisitions
Education
University of Cincinnati College of Business 1993 — 1997
Bachelors of Business Administration
PNC Bank NA May 2005 - Present
Wachovia January 2001 - May 2005
Skills
Banking, Credit, Loans, Commercial Banking, Credit Analysis, Retail Banking, Commercial Lending, Mortgage Lending, Financial Analysis, Small Business Lending, Consumer Lending, Credit Risk, Loan Origination, Relationship Management, Customer Service
Education
University of Delaware 1985 — 1990
Econimics
Brandywine High 1982 — 1985
Berkadia July 2014 - Present
Meridian Capital Group April 2013 - June 2014
J.P. Morgan August 2011 - February 2013
Wells Fargo August 2009 - August 2011
Wachovia June 2007 - July 2009
Skills
Loans, Commercial Real Estate, Real Estate, Commercial Mortgages, Portfolio Management, Asset Management, Real Estate Transactions, Finance, Credit Analysis, Commercial Lending, Mortgage Lending, Real Estate Economics, Underwriting, Loan Origination, Credit, Investment Properties, Due Diligence, Financial Analysis, Financial Modeling, Banking, Capital Markets, Investments, Equities, Real Estate Financing, Valuation, Funding, Property, Real Estate Development, Refinance, CMBS, Construction Loans, Financial Structuring, Securitization, Brokerage, Disposition, Mezzanine, Private Equity
Education
University of Florida
B.S., Finance
Wachovia April 2006 - October 2008
World Savings April 2000 - April 2006
World Savings August 1995 - April 2000
World Savings October 1987 - July 1995
Siemens September 1985 - June 1987
Skills
Mortgage Lending, Banking, Underwriting, Analysis, Coaching, Commercial Lending, Credit, Credit Analysis, Customer Service, Finance, Leadership, Loan Origination, Loans, Management, Negotiation, Sales Management, Strategic Planning
Education
University of Detroit Mercy 1980 — 1983
BSE, Electrical Engineering
Wachovia January 2006 - Present
Wells Fargo Bank January 2003 - January 2004
SunTrust Bank January 2001 - January 2002
Education
University of Delaware 1996 — 2000
MA, Economics
Mythic January 2013 - Present
Yvette W Ferris Foundation, Inc. October 2011 - May 2014
Mythic January 2011 - January 2013
Wachovia, A Wells Fargo Company January 2009 - October 2010
Wachovia April 2007 - January 2009
Bank of America 2006 - 2007
Bank of America 2002 - 2006
Bank of America 2001 - 2002
Domino's Pizza 1998 - 2001
Domino's Pizza 1997 - 1998
Skills
Integrated Marketing, Strategic Planning, Leadership, Brand Architecture, Channel Strategy, Segmentation, Direct Marketing, Analytics, Marketing Strategy, One-to-one Marketing, Customer Acquisition, Financial Services, B2B Marketing, Product Marketing, Cross-functional Team..., Strategy, Marketing Communications, E-commerce, Marketing, Digital Marketing, CRM
Education
University of North Carolina at Chapel Hill 1987 — 1991
BA, Economics
University of Colorado at Boulder 1994 — 1996
MBA/MA, Integrated Marketing
Wells Fargo Home Mortgage March 2009 - Present
Wachovia March 2007 - Present
Skills
Talent Management, Employee Relations, Compensation, Executive Coaching, Talent Acquisition, Diversity Strategy, Employee Engagement, Human Resources, Leadership, Team Building, Organizational..., Recruiting, Performance Management, Strategy, Risk Management, Leadership Development, Deferred Compensation, Team Leadership, Process Improvement, Succession Planning, Onboarding, Restructuring, Personnel Management, HR Consulting, Sales, Program Management, Workforce Planning, Employee Benefits, Organizational..., Coaching, Training, Career Development, Consulting, Management, Business Strategy, Workshop Facilitation, Change Management, Organizational Design
Education
UNC Charlotte 2003 — 2005
MA
University of Georgia - Terry College of Business 1985 — 1989
BA
Wells Fargo Bank January 2011 - Present
Apex Systems October 2009 - December 2010
Art.com October 2008 - October 2009
Wachovia January 2007 - October 2008
World Savings March 2004 - December 2006
Finaplex December 2002 - March 2004
Robertson Stephens November 2000 - November 2002
Cambridge Technology Partners April 1997 - January 2000
Rockwell International-North American Aircraft (NAA) 1991 - 1997
Skills
Product Management, Software Documentation, Agile Methodologies, Program Management, Business Process..., Requirements Analysis, Cross-functional Team..., E-commerce, Process Improvement, Business Analysis, Software Quality..., Project Management, Analytics, Integration, Business Development, User Experience
Education
University of Southern California 1993 — 1996
MS
University of Colorado Boulder 1985 — 1990
BS
Top 4 U.S Bank August 2009 - Present
Wachovia February 2008 - December 2009
Logical Advantage, LLC. August 2007 - January 2008
TSYS November 2004 - July 2007
TSYS October 2002 - November 2005
Skills
Program Management, Visio, Banking, Requirements Gathering, SDLC, Requirements Analysis, Software Project..., Business Analysis, SharePoint, Vendor Management, Project Management, Credit Cards, Agile Methodologies, Analysis, Business Requirements, Integration, Management, Payment Card Processing
Education
University of Florida 1996 — 1997
Masters, Elementary Education/ Special Education
University of Florida 1992 — 1996
Bachelors, Elementary Education
Spanish River 1987 — 1992
Wells Fargo December 2011 - Present
Wachovia January 1995 - Present
Education
University of Florida 1988 — 1992
Wachovia
Skills
PMO, Business Analysis, Business Process..., Leadership, Program Management, Project Portfolio..., Risk Management, Cross-functional Team..., Team Building, Public Speaking, Project Planning, Process Improvement
Education
Wake Forest University School of Business 1982 — 1984
MBA, Business
Wake Forest University School of Law 1982 — 1984
MBA, Information Systems & Marketing
University of Cincinnati 1978 — 1982
R.J. REynolds High School
PNC Mortgage October 2012 - Present
Bank of America May 2006 - October 2012
Bank of America May 2006 - April 2009
AIG United Guaranty 2004 - 2006
Wachovia 2002 - 2004
Pedestal Networks 2000 - 2003
Education
University of Georgia - Terry College of Business
BBA, Real Estate and Finance
Stay-at-Home Mom February 2010 - Present
Wachovia September 2005 - August 2010
Crispin Porter + Bogusky March 2004 - September 2005
Young & Rubicam New York August 2001 - February 2004
Education
University of Florida 1997 — 2001
B.S., College of Journalism & Communications
Regions Bank 2011 - Present
Regions Bank January 2009 - February 2011
SunTrust Bank October 2001 - January 2009
Key Bank October 2000 - September 2001
Wachovia January 1996 - October 2000
Skills
Foreign Exchange, Capital Markets, Middle Office, Derivatives, FX Options, Banking, Cash Management, Management, Leadership, Financial Institutions
Education
University of Florida 1986 — 1990
Bachelor of Science, Finance
WV State College 1991 — 1992
BS, Accounting
Wells Fargo Advisors February 2004 - Present
Wachovia December 2007 - December 2009
A.G. Edwards & Sons, Inc. February 2004 - December 2007
Education
University of Florida 1995 — 1998
Java Hut Coffee August 2012 - Present
5/3 Bank November 2009 - August 2012
Guardian Savings Bank October 2005 - December 2009
Wachovia March 2002 - October 2005
Skills
Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Refinance, VA loans, Credit, FHA, Underwriting, Customer Service, Banking, Credit Analysis, Sales, Residential Mortgages, Insurance, Selling, First Time Home Buyers, Construction Loans, Finance, Real Estate, Sales Management, Consumer Lending, FHA financing, Investment Properties, Mortgage Underwriting
Education
University of Cincinnati College of Business 1995 — 1999
Computer Aid, Inc. August 2000 - Present
Wachovia January 1998 - August 2000
The Bank of New York Mellon June 1994 - December 1997
Skills
Solution Selling, Process Improvement, Project Management, Business Analysis, Vendor Management, ITIL, IT Service Management, IT Strategy, Business Process, Program Management, CRM, Business Process..., Outsourcing, SaaS, Strategy, Enterprise Software, Professional Services
Education
University of Delaware 1993 — 1997
Bachelor of Science (B.S.), Finance
University of Delaware
B.S. Finance
Wachovia Mortgage BankerR-G Crown Bank2003 - 2006
Education
University of Central Florida 1996 — 2000
Globe Express Services June 2014 - January 2015
Clarifire September 2013 - June 2014
Walt Disney World September 2012 - September 2013
AmWINS Group August 2010 - August 2012
Sapphire Technologies February 2010 - July 2010
Red Bridge Consulting Group September 2009 - January 2010
Nakoma Group December 2008 - September 2009
Coca-Cola Bottling Co. Consolidated 2009 - 2009
Wachovia 2008 - 2009
Liberty Medical Supply September 2007 - October 2008
Skills
T-SQL, Microsoft SQL Server, C#, SQL, .NET, Visual Studio, SharePoint, SSRS, SDLC, SSIS, XML, Software Development, ASP.NET, VB.NET, IIS
Education
University of Central Florida
BS, Computer Information Technology
Stay at Home Mom November 2009 - Present
The University of Alaska August 2007 - Present
Wachovia August 2006 - June 2007
Education
University of Georgia - Terry College of Business 2000 — 2004
Bachelor of Business Administration (BBA), Risk Management and Insurance
Bank of America 2013 - 2014
Bank of America 2013 - 2014
Home Savings of America July 2010 - February 2012
Wachovia Bank July 2007 - October 2008
Wachovia 2005 - 2007
Education
University of California, Santa Cruz 2000 — 2004
Wachovia October 2005 - Present
Education
University of California, Santa Barbara 1995 — 1997
BS, Ecology and Evolution
Wachovia Account ExecutiveNB Lending2005 - 2005
Education
University of Connecticut 1999 — 2003
USAA December 2010 - Present
Kforce Technology Staffing July 2010 - January 2011
Independent Contractor 2009 - July 2010
ALAMO PMI 2010 - 2010
Wachovia 2006 - 2008
Wachovia Bank 2006 - 2008
World Savings/Wachovia 1992 - 2008
World Savings (acquired by Wachovia) 2004 - 2006
World Savings 2003 - 2004
World Savings 2000 - 2004
Skills
Integration, Team Building, Project Management, Banking, Organizational Learning, Management, Process Improvement, Leadership, Strategic Planning, PMP, Risk Management, Crisis Management, Program Management, Testing, Mergers & Acquisitions, Business Analysis, Vendor Management, Project Portfolio..., Business Process..., Disaster Recovery, SDLC, IT Management, PMO, Visio, Change Management, Requirements Analysis, Information Technology, Business Requirements, Business Intelligence, MS Project, Requirements Gathering, Resource Management, Financial Services, Software Project..., Business Process, Systems Analysis, Call Centers, SharePoint
Education
University of Connecticut 1988 — 1992
B.S., Applied Math, Physics
First Data Corporation April 2005 - Present
Wachovia 1997 - 2004
Education
University of Delaware
Steeplechase, LLC April 2012 - Present
Water Tower Capital, LLC May 2014 - August 2015
Keyser Associates April 2012 - May 2014
Wachovia, A Wells Fargo Company June 2010 - December 2012
Wachovia May 2008 - June 2010
LaSalle Bank N.A. 2005 - 2008
Skills
Asset Based Lending, Commercial Lending, Credit Analysis, Middle Market, Financial Analysis, Credit, Financial Modeling, Loans, Commercial Banking, Underwriting, Finance, Banking, Valuation, Portfolio Management, Lines Of Credit, Strategic Financial..., Due Diligence, Risk Management, Forecasting, Capital Markets
Education
University of Florida - Warrington College of Business Administration 2009 — 2010
Masters, Business
University of Wisconsin-Milwaukee - School of Business Administration 1999 — 2002
Bachelor of Science (B.S.), Accounting
CNL Financial Group, Inc. July 2001 - December 2011
Wachovia 1999 - 2001
Skills
Recruiting, Human Resources, College Recruiting, HRIS, Employee Relations, Talent Management, Talent Acquisition, Succession Planning, Financial Analysis, Applicant Tracking...
Education
University of Florida 1994 — 1999
Billie Jean King's Eye Coach June 2012 - Present
Variety of Companies January 2010 - Present
endPoverty.org 1991 - Present
IFG Capital October 2010 - June 2011
Trust Title and TT Lender Solutions October 2008 - August 2010
Wachovia 2006 - 2008
World Savings (Wachovia and Wells Fargo) 1997 - 2008
Enterprise Capital Corporation 1991 - 1997
H.F. Ahmanson 1984 - 1991
First S&L Shares and Central Savings 1976 - 1984
Skills
Credit, Loans, REO, Strategic Planning, Team Building, Coaching, Customer Service, Mergers, New Business Development, Public Speaking, Mortgage, Business Strategy, Public Relations, Banking, Change Management, Marketing Strategy, Mentoring, Leadership Development, Mortgage Lending, Mergers & Acquisitions, Leadership, Strategy, Sales Management, Organizational..., Executive Management, Marketing, Entrepreneurship
Education
University of Colorado at Boulder 1965 — 1969
BS, Business (Marketing)
U.S. Naval Academy 1963 — 1964
GW High School
A R Events January 2009 - Present
Hyatt Regency McCormick Place November 2007 - January 2009
JR2 Ministries June 2006 - May 2007
Arthur's Catering January 2006 - May 2007
Wachovia May 2003 - August 2006
Education
University of Central Florida 2002 — 2007
B.S., Hospitality Management
Wachovia Finance ManagerBank of America2006 - 2008
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Wachovia Securities October 2007 - Present
wachovia 2000 - 2007
Education
University of Connecticut 2003 — 2007
BS, Political Science
Tim Kelley Consulting September 2009 - Present
Cameron Bruce Associates January 2009 - October 2009
Wachovia May 2006 - September 2008
Eden I&R 2005 - 2006
AIDS Marathon Training Program 2004 - 2005
Zengine 1999 - 2001
Skills
Editing, Customer Service, Proofreading, Newsletters, Email Marketing
Education
University of California, Santa Cruz 1992 — 1996
UC Berkeley Extension
UC Berkeley Extension
United Healthcare May 2007 - Present
Wachovia 2005 - 2007
Skills
Employee Benefits, Health Insurance, Insurance, Managed Care, Benefits Administration
Education
University of Florida 1995 — 1999
CREDO Mobile November 2013 - Present
Charles Schwab Bank June 2008 - November 2013
Wachovia September 2000 - 2008
Skills
Project Management, Marketing Strategy, Strategic Planning, Marketing, Financial Services, Cross-functional Team..., Creative Direction, Leadership
Education
University of California, Santa Cruz 1991 — 1994
Fifth Third Bank May 2013 - Present
Kroger February 2011 - May 2013
Kroger Personal Finance February 2008 - July 2012
Macy's April 1999 - February 2008
InfiStar Corporation October 1998 - April 1999
Wachovia April 1997 - October 1998
Fifth Third Bank 1993 - 1996
Skills
Budgeting, Risk, Credit, Policy, Team Building, Customer Service, Microsoft Office, Strategic Planning, Product Management, Process Improvement, P&L Management, Problem Solving, Supervisory Skills, Policy/Procedure..., Operational Streamlining, Development Of Teams, Budget Forecast, Profit & Loss Management, Vendor Relations, Portfolio Management, Compliance, Forecasting, Financial Analysis, Operations Management, Risk Management, Product Development, Coaching, Negotiation, Team Leadership, Vendor Management, Excel, Accounts Receivable, Business Planning, Analysis, Executive Management, Word, Account Management, Internal Controls, Mentoring, PowerPoint, Financial Reporting, Analytics, Staff Development, P&L, Hiring, Financial Planning, Planning, Retail, Credit Cards, Financial Risk
Education
University of Cincinnati College of Business 1981 — 1985
Bachelor's of Business Administration, Management
Wachovia June 1982 - September 2007
World Savings March 1989 - March 1999
World Savings June 1982 - March 1989
Education
University of California, Santa Cruz
B.A., Psychology
SunTrust Bank June 2011 - Present
City of Charlotte June 2010 - June 2011
United States Green Building Council - Charlotte Region Chapter October 2009 - May 2010
Wachovia June 2006 - October 2009
ERI, LLC January 2001 - June 2006
Coler & Colantonio, Inc. February 1999 - August 2000
Marin Environmental October 1996 - October 1998
Fuss & O'Neill October 1997 - December 1997
Skills
Banking, Credit, Due Diligence, Energy, Energy Efficiency, Environmental Awareness, Environmental Compliance, Environmental Impact..., Leadership, Management, Portfolio Management, Program Management, Project Management, Strategic Planning, Strategy, Sustainability
Education
University of Connecticut 1993 — 1997
BS, Geology & Geophysics
HSBC April 2013 - Present
Wells Fargo Bank April 2011 - March 2013
Wells Fargo Bank August 2009 - March 2011
Wachovia February 2004 - August 2009
SouthTrust Bank May 1998 - February 2004
Summit National Bank 1994 - 1996
First Alabama Bank 1991 - 1993
Skills
Banking, Commercial Banking, Credit, Credit Analysis, Due Diligence, Leadership, Loans, Trade Finance, Credit Risk, Portfolio Management, Finance, Loan Origination, Commercial Lending, Financial Analysis, Underwriting, Lines Of Credit, Cash Management, Small Business Lending, Asset Based Lending, Risk Management, Structured Finance, Investment Banking, Financial Risk
Education
University of Georgia - Terry College of Business 1990 — 1991
MBA, Banking, Finance, Economics
University of Mobile 1987 — 1990
BS, Economics/Finance
Strongwood Insurance Holdings, Inc. November 2011 - June 2013
Frank Crystal & Company July 2009 - March 2011
Wachovia June 2005 - June 2009
Willis June 1986 - February 2005
Skills
Property & Casualty..., Insurance, Finance, Commercial Insurance, Casualty, Employee Benefits, Risk Management, Strategy, Reinsurance, Enterprise Risk..., Executive Management, Process Improvement, Change Management, Vendor Management, Underwriting, Brokers, Disability Insurance, Financial Risk, General Insurance, Customer Service, Management, Health Insurance, Legal Liability, Team Building, Life Insurance, Salesforce.com, Financial Analysis, Professional Liability, Operations Management, Solution Selling, D&O, Claims Management, Mergers & Acquisitions, Investments, Employment Practices..., Leadership, Commercial Lines, Outsourcing, Budgets, Liability, Financial Services, Small Business, Project Planning, Workers Compensation, Umbrella Insurance, Inland Marine, Excess, Claim, Liability Analysis, Term Life Insurance
Education
University of Connecticut 1977 — 1981
BA, Accounting
Wells Fargo January 2009 - Present
Wachovia June 2004 - December 2008
Education
University of Florida 2000 — 2004
Guaranteed Rate December 2012 - Present
Wells Fargo Home Mortgage January 2009 - November 2012
Wachovia July 2006 - November 2008
Erico Motorsports July 2000 - March 2006
Skills
Refinance, Residential Homes, Mortgage Lending, Loans, Mortgage Banking, Loan Origination, FHA, Credit, First Time Home Buyers, Investment Properties, Underwriting, FHA financing, Residential Mortgages, Real Estate, VA loans, Reverse Mortgages, Banking, Leadership, Short Sales, REO, Condos, Investors, Certified Mortgage..., Foreclosures, Real Estate Transactions, Selling, Property, USDA, Real Estate Financing, Credit Analysis, Construction Loans, Commercial Lending, Home Equity Lines of..., Mortgage Underwriting, Commercial Mortgages, Government Loans, Home Equity Loans, Loss Mitigation, Real Estate Economics, Mortgage Servicing, Investments, Consumer Lending, Non-Conforming, Finance, Small Business Lending, Loan Servicing, Debt Consolidation, Credit Risk, Financial Structuring, Referrals
Education
University of Colorado Boulder - Leeds School of Business 1987 — 1990
BS, Finance & Accounting
University of East Anglia 1991 — 1991
BS, International Finance
Thomas Weisel Partners November 2009 - Present
Wachovia September 2006 - December 2009
BMO Capital Markets April 2005 - July 2006
Stifel Nicolaus September 2003 - April 2005
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
BA, Finance, Acctg, mgmt
Wells Fargo March 2012 - Present
Wachovia/Wells Fargo December 2009 - March 2012
Symcor March 2008 - November 2009
Symcor LP March 2008 - November 2009
Market Intelligence and May 2001 - December 2007
Wachovia Treasury Services December 1985 - December 2007
Wachovia Bank, Charlotte January 1985 - December 2007
Wachovia Bank 1985 - 2007
Wachovia February 2000 - March 2001
First Union National Bank January 1997 - February 2000
Skills
Treasury Management, Treasury Services, Commercial Banking, Cash Management, Banking, Cross-functional Team..., Product Marketing, Credit Risk, Payments, Cross Selling, Leadership, Relationship Management, Financial Services
Education
University of Connecticut 1975 — 1979
BA, Economics
University of Connecticut 1975 — 1979
BA, Economics
University of Connecticut
Bachelor of Arts, Economics
Premier Sotheby's International Realty September 2015 - Present
Roost Real Estate™ January 2014 - July 2015
Re/Max Executive at the Lake December 2012 - December 2013
Green Systems, LLC. 2010 - 2011
Wachovia 2001 - 2003
First Union National Bank 1999 - 2000
Fifth Third Bank 1995 - 1999
Skills
Single Family Homes, Real Estate, Retail Banking, New Home Sales, Sellers, Investment Properties, Buyers, Buyer Representation, Loans, Banking, Credit, Commercial Banking, First Time Home Buyers, Short Sales, Relocation, Foreclosures, REO, Real Estate Transactions, Referrals, Sales
Education
University of Dayton 1989 — 2003
Bachelor of Arts (B.A.), English Language and Literature/Letters
Wachovia Bank 1999 - Present
Wachovia Bank 1981 - 2009
Wachovia 1998 - 1999
Education
University of Central Florida 1977 — 1979
BA, History
NBDC Bank March 2014 - Present
Platinum Group Services August 2009 - August 2012
Wachovia Mortgage 1989 - 2008
Wachovia 1989 - 2008
Wachovia 1989 - 2008
Wachovia Bank 1989 - 2008
Skills
Mortgage Lending, Mortgage Banking, Banking, Credit, Management, Sales, Leadership, FHA, Refinance, Underwriting, Loss Mitigation, Loan Origination, Customer Service, Residential Mortgages, Real Estate
Education
University of Central Florida 1980 — 1984
education
Oneonta High 1976 — 1980
highschool
PHH Mortgage June 2012 - Present
National City Mortgage July 2009 - June 2012
Wachovia 2006 - 2008
Wachovia Bank 2002 - 2008
Skills
Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Banking, Underwriting, Construction Loans, Credit Analysis, Consumer Lending, USDA, Real Estate Economics, Commercial Lending, Customer Service, Mortgage Servicing, Loan Servicing, Residential Mortgages, Finance, FHA, Loans, Loan Origination, Refinance, Small Business Lending, FHA financing, Loss Mitigation, Portfolio Management, Credit Risk, Credit, Non-Conforming, Real Estate, VA loans
Education
University of Chittagong 1972 — 1976
M.A., Political Science
University of Chittagong
Master of Arts (M.A.), Political Science and Government
Credit Suisse First Boston June 2009 - Present
Wachovia / Wells Fargo 2007 - Present
Wachovia 2007 - Present
RaaD/S, inc February 1997 - Present
RaaD/S, Inc. February 1997 - Present
Venture Group 2013 - 2015
Wachovia, A Wells Fargo Company 2007 - 2009
Education
University of Florida 1979 — 1982
BSNE, Nuclear Engineering, Software Development
Comcast Spotlight August 2013 - Present
Royal Bank America July 2011 - August 2013
Lowe's Home Improvement April 2011 - July 2011
Wachovia June 2007 - November 2010
CAM Advertising January 2007 - April 2007
The Home Depot June 2002 - July 2006
Skills
Leadership, Cross Selling, Finance, Financial Modeling, Investments, Risk Management, Lines Of Credit, Deposits, Underwriting, Strategic Financial..., Mortgage Banking, Cash Flow, Microsoft Excel, Customer Service, Accounting, Analysis, Access, Branch Banking, Wealth Management, Microsoft Office
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor's of Science, Economics
Wells Fargo Advisors, LLC April 2014 - Present
Wells Fargo April 2009 - April 2014
Wachovia June 2006 - March 2009
Wachovia Bank April 2005 - August 2005
Skills
Relationship Management, Finance, Investments, Customer Service, Customer Satisfaction, Retirement Planning, College Education..., Wealth Planning, Portfolio Construction, Insurance, Financial Services, Risk Management
Education
University of Florida 2001 — 2005
Bachelor, Finance
Costa Rican Language Academy 2005 — 2006
Spanish
Wachovia Mortgage Banking LeaderWachovia BankSeptember 1997 - Present
Education
University of Florida 1993 — 1997
BA, Business
Digital Risk January 2009 - Present
Wachovia 2003 - 2008
Skills
Operations Management, Process Improvement, Leadership, Performance Management, Performance Improvement, Employee Training, Team Building, Team Leadership, Management, Change Management, Quality Assurance, Strategic Planning, Residential Mortgages, Succession Planning, Mortgage Lending, Mortgage Underwriting
Education
University of Central Florida - College of Business Administration 1998 — 2002
Business Administration, Finance
Brand Banking Company March 2012 - Present
Signature Bank of Georgia August 2008 - April 2012
Signature Bank of Georgia April 2006 - August 2008
Main Street Bank May 2003 - April 2006
Wachovia April 1994 - April 2003
Wachovia Bank September 1988 - March 1994
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Banking, Lines Of Credit, Underwriting, Loan Origination, Credit, Credit Analysis, SBA, Consumer Lending
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Bank of America December 2009 - Present
Wachovia June 2006 - September 2011
Wachovia November 2004 - May 2006
Wachovia December 1998 - November 2004
Skills
Mortgage Lending, Mortgage Banking, Underwriting, Credit
Education
University of Central Florida 1986 — 1992
Legal Studies, Paralegal
Clark Management Services LLC April 2009 - Present
Wachovia April 2004 - March 2009
Skills
FHA, Real Estate, Mortgage Lending, Appraisals
Education
University of Cincinnati 1975 — 1980
BS, Interior Design
Wachovia Bank May 2006 - Present
Wachovia November 2006 - April 2011
Skills
Risk Management, User Acceptance Testing, Test Planning, Test Management, Financial Risk, Capital Markets, Process Improvement, Testing, QTP, Requirements Gathering, Cash Management
Education
The University of Connecticut 1997 — 2001
Bachelor of Science (BS), Mechanical Engineering
Wells Fargo August 2012 - Present
Bank of America 2002 - August 2012
Wachovia 1997 - 2002
Wachovia Bank 1996 - 2002
MDR 1988 - 1994
Skills
Digital Marketing, Marketing Strategy, Segmentation, Business Planning, Marketing Communications, Market Planning, B2B Marketing, Sales Management, Direct Marketing, Integrated Marketing, Marketing, CRM
Education
University of Connecticut 1983 — 1988
BA, Political Science
Wells Fargo October 2012 - Present
Wells Fargo Bank April 2009 - September 2012
Wachovia June 2008 - November 2009
Bank of America April 2007 - June 2008
First Hawaiian Bank November 2003 - April 2006
American Savings Bank - HEI, Inc. 1998 - 2003
Education
Pacific Coast Banking School
University of Denver 1985 — 1987
BSBA, Finance
University of Hawaii at Manoa 1983 — 1985
SilkRoad technology October 2009 - Present
SilkRoad October 2008 - October 2009
Triad Guaranty November 2006 - September 2008
Hanesbrands Inc. July 2003 - October 2006
RJ Reynolds July 1999 - July 2003
Wachovia May 1997 - July 1998
US Airways 1995 - 1997
Deloitte & Touche 1994 - 1995
Skills
C#, ASP.NET, Software Development, T-SQL, Microsoft SQL Server, .NET, IIS
Education
Beijing University of Science & Technology
BS, Engineering
University of Charleston
MS, Computer Information Systems
Webster Bank August 2007 - Present
Wachovia 2000 - 2007
Wachovia, A Wells Fargo Company 1992 - 2007
Centerbank 1992 - 2000
Education
University of Connecticut 1985 — 1989
Pacific Union Financial, LLC April 2014 - Present
American Mortgage Network March 2012 - February 2014
Home Savings of America April 2009 - April 2012
Wachovia March 2003 - June 2008
Skills
Mortgage Banking, Underwriting, Loss Mitigation, Mortgage Underwriting, Real Estate, Credit Analysis, Loans, FHA, VA loans, Mortgage Lending, Refinance, Residential Mortgages, Management, Banking, Loan Origination, Portfolio Management, FHA financing, USDA, Credit, Real Estate Economics
Education
University of California, Santa Barbara 1997 — 2001
BA, Business and Economics
Bellarmine College Preparatory 1993 — 1997
Wells Fargo January 2014 - Present
Wells Fargo June 2011 - Present
Wells Fargo January 2009 - June 2011
Wachovia May 2007 - January 2009
Wachovia January 2004 - May 2007
Skills
Solaris, Security, Information Security, System Administration, CISSP, Disaster Recovery, Operating Systems, Perl, Cluster, Storage Area Networks, SAN, Security Engineering, Software Engineering, BoKS, VAS, Bash, Computer Security, Linux, High Availability, AIX, HP-UX, Server Architecture, Vendor Management, Information Security..., Servers, IBM AIX
Education
University of Florida 2014 — 2017
Master's Degree, Industrial Engineering
University of Florida 2014 — 2017
Master of Business Administration (M.B.A.), Engineering Management
University of South Florida 1994 — 1996
BSCS, Computer Science
University of Florida 1991 — 1993
AA, General Education
Investors Bank June 2015 - Present
1st Constitution Bank June 2014 - June 2015
Capital One Bank October 2008 - May 2014
Wachovia Bank January 1988 - October 2008
Wachovia 1988 - 2008
Risk Management Assoc 2000 - 2007
First Fidelity Bank 1988 - 1993
Skills
Commercial Banking, Asset Based Lending, Loans, Middle Market, Commercial Lending, Credit Analysis, Banking, Portfolio Management, Small Business Lending, Funding, Loan Origination, Corporate Finance, Credit Risk, Treasury Management, Lines Of Credit, Commercial Mortgages, Consumer Lending, Financial Services
Education
University of Delaware - Lerner College of Business and Economics 1982 — 1987
BS, Economics
St Rose High School
Wachovia July 2003 - Present
Xerox June 1989 - July 2003
Education
University of Dayton 1985 — 1989
B.A., Communication
Bank of America April 2010 - January 2012
Washington Mutual Card Services January 2004 - March 2009
Wachovia 1986 - 2001
Skills
Workforce Management, Business Process..., Banking, Credit, Management, Payments, Financial Services, Analytics, Operations Management, Credit Cards, Vendor Management, Business Analysis, Risk Management, Cross-functional Team..., Process Improvement, Credit Risk, Executive Management, Call Centers, Consumer Lending, Program Management, Visio
Education
University of Delaware
BS, Business Administration
HSBC July 2010 - Present
Wells Fargo July 2009 - June 2010
Wachovia July 2008 - July 2009
Wachovia 2007 - June 2008
Wachovia April 2002 - June 2008
First Union December 1999 - March 2002
Skills
Credit, Portfolio Management, Banking, Credit Risk, Credit Analysis, Risk Management
Education
University of Delaware 1997 — 1999
Bachelor of Arts, Major: International Relations, Minors: French, Economics
First Data Corporation 1993 - Present
Wachovia 1983 - 1993
Education
University of Central Florida - College of Business Administration 1979 — 1982
BS, Finance
Wells Fargo January 2013 - Present
Wells Fargo March 2007 - January 2013
Wachovia March 2007 - February 2011
Raymond James August 2003 - February 2007
Skills
Series 7, Bloomberg, Series 63, Fixed Income
Education
University of Florida 1999 — 2003
BS, Sports Management/Business Administration
Wachovia Markieting, Corp. Comm., Govt RelationsWachovia Bank1985 - 2008
Education
Univ. of North Carolina at Greensboro
University of Colorado Boulder
Arthur Rutenberg Homes / Monterey Bay Charlotte February 2013 - Present
Constable Builders Inc. 2001 - March 2013
Wachovia May 1998 - August 2008
Lake Norman Home Builders Association 2008 - 2008
Pulte Homes March 1994 - May 1998
Skills
Construction, Residential Homes, Renovation, Real Estate, Contract Negotiation, Construction Management, Real Estate Development, Process Scheduler, Budgets, Contractors, Contract Management, Strategic Planning, Project Estimation, Negotiation, Sales, Purchasing, Value Engineering, Green Building
Education
University of Florida
BS, Construction Management
Wells Fargo December 2008 - Present
Wachovia July 2001 - December 2008
Education
University of Connecticut 1990 — 1991
MBA, Finance
Whirlpool Corporation April 2012 - Present
Whirlpool Corporation May 2010 - April 2012
Whirlpool Corporation November 2007 - April 2010
University of Dayton August 2004 - August 2007
Wachovia November 2001 - February 2003
Boston Red Sox June 1998 - December 2001
Skills
Pricing, Operations Management, Merchandising, Management, Marketing, Sales, P&L Management, Analytics, Budgets, Training, Program Management, Supply Chain, Leadership, Project Management
Education
University of Dayton 2004 — 2006
MBA, Finance
University of North Carolina at Greensboro 1996 — 1998
B.S., Finance, Insurance & Real Estate
Bank of America July 2009 - Present
US Bank October 2006 - July 2009
Wachovia April 2004 - October 2006
Wachovia July 2001 - May 2004
Skills
Microsoft SQL Server, Web Services, .NET, C#, ASP.NET, Visual Studio, SDLC, SQL, Oracle, Databases, PL/SQL, VB.NET, JavaScript, Visio, UML, AJAX
Education
University of Delaware 1992 — 1996
BA, Technology and Operations Management
USAA August 2010 - Present
Wachovia November 2008 - July 2010
Education
University of Tampa
Master of Business Administration (MBA)
University of Florida - Warrington College Of Business
Bachelor's degree, Finance, General
Wells Fargo September 2014 - Present
Bank of America October 2013 - July 2014
Duke Energy Corporation April 2013 - September 2013
Bank of America March 2012 - April 2013
Wachovia, A Wells Fargo Company June 2010 - January 2012
Wachovia, A Wells Fargo Company July 2005 - June 2010
Wachovia July 2002 - July 2005
Wachovia February 2002 - July 2002
Bank of America October 2000 - November 2001
Bank of America April 1998 - October 2000
Skills
Project Management, Financial Forecasting, Project Facilitation, SharePoint, Business Process, Integration, Strategy, SDLC, Program Management, Management, Software Documentation, CRM, Data Warehousing, Business Analysis, Banking, Testing
Education
University of Hartford 1977 — 1982
BA-BS, Accounting, Business
Certified Public Accountant
CPA, Accounting, Auditing, Business Law
WACHOVIA CO-FOUNDER ,FIELD OPERATION MANAGERFIREDOG COMPUTER SUPPORT SERVICESMay 2009 - Present
Douglas County College & Career Institute August 2009 - June 2010
Circuit City May 1997 - January 2009
Computer Support Services, Inc. January 1996 - May 1997
INCO-INDUSTRIAL CONTRACTORS-SAUDI ARABIA January 1994 - December 1995
Skills
Customer Service, Banking, Strategic Planning, Operations Management, Contract Negotiation, Income Statement, Coaching, Performance Management
Education
University of Colombo 1986 — 1989
FINANCE/BUSINESS MANAGEMENT
BB&T May 2002 - Present
Wachovia 2000 - 2002
SunTrust Bank 1988 - 2000
Skills
Commercial Banking, Loans, Credit Analysis, Credit, Portfolio Management, Banking, Mortgage Lending, Strategic Financial..., Cash Management, Financial Analysis, Insurance, Credit Risk, Risk Management, Commercial Lending, Real Estate, Underwriting, Retail Banking, Small Business Lending
Education
University of Central Florida - College of Business Administration 1982 — 1986
Finance
Bank of America September 2014 - Present
Bank Of America 2012 - September 2014
Bank of America June 2011 - July 2012
Wake Forest University August 2009 - May 2011
First American Bank and Trust Company September 2007 - July 2009
Wachovia January 2007 - August 2007
Skills
Financial Analysis, Banking, Financial Modeling, Operations Management, Project Management, Financial Reporting, Marketing Strategy, Management, Finance, Strategy, Risk Management, Strategic Planning, Process Improvement, Analysis, Leadership, Business Analysis, Data Analysis, Forecasting, Cross-functional Team...
Education
Wake Forest University - Babcock Graduate School of Management 2009 — 2011
MBA, Finance & Operations
University of Georgia - Terry College of Business 2002 — 2006
BBA, Managment, Accounting, Finance
Sapphire Elegance Event Designers September 2013 - Present
Smokey Jay's Bar-B-Q Pit January 2010 - Present
Karl's Event Services July 2012 - October 2012
Exhilarate Events December 2011 - May 2012
Three Pillars Cafe August 2010 - November 2011
2009 - 2010Charles Schwab for Adecco Staffing June 2009 - February 2010
2009 - 2010Guess by Marciano March 2009 - July 2009
2008NestEggs, Inc February 2007 - November 2008
Fidelity Investments October 2006 - February 2007
Wachovia March 2006 - September 2006
Skills
Microsoft Office, Customer Relations, Administration, Telephone Skills, Corporate Events, Customer Service, Sales, Budgets, Advertising, Event Management, Hospitality
Education
University of Central Florida 2011 — 2012
B.S., Bachelor's of Science, Event Management
Valencia Community College 2009 — 2010
A.A., Associate of Arts, General Studies
Mallinckrodt Pharmaceuticals July 2014 - Present
Mallinckrodt Pharmaceuticals March 2010 - July 2014
Bausch + Lomb June 2008 - September 2009
Wachovia December 2005 - April 2008
Eli Lilly and Company September 2002 - December 2005
Skills
Sales, Account Management, Pharmaceutical Sales, Product Launch, Project Planning, Marketing, Customer Service, Sales Presentations
Education
University of Guam 1994 — 1998
BA Management & Business Administration, Business Administration and Management, General
Wells Fargo July 2014 - Present
Wachovia 2007 - Present
Wells Fargo October 2010 - July 2014
Education
University of Florida - Warrington College of Business Administration 2006 — 2007
Masters of Science, Finance
Sealed Air Corporation January 2009 - Present
WEICHERT RELOCATION RESOURCES June 2006 - June 2008
IPC INFORMATION SYSTEMS January 2005 - January 2006
Hewlett Packard / Novadigm August 2001 - December 2004
Wachovia December 1999 - July 2001
WACHOVIA February 1997 - July 2001
Wachovia April 1998 - December 1999
Wachovia February 1997 - April 1998
SAATCHI & SAATCHI ADVERTISING January 1994 - January 1997
SMITH, LYONS January 1993 - January 1994
Education
SHRM SPHR H
Fairleigh Dickenson
University of Guelph
Bachelor of Arts Degree, Sociology; Human Resources Management