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
First Citizens Bank January 2015 - Present
First Citizens Bank January 2012 - December 2014
Wells Fargo August 2009 - January 2012
Wachovia/ Wells Fargo August 2007 - August 2009
Wachovia June 2006 - August 2007
Skills
Loans, Banking, Private Banking, Management, Small Business Lending, Commercial Lending, Cash Management, Investments, Insurance, Portfolio Management, Wealth Management, Leadership, Retail Banking, Business Development, Credit
Education
Auburn University, College of Business 2001 — 2005
Bachelor of Science in Business Administration, Finance
UGA - Terry College of Business 2013 — 2014
Executive Program for Certified Financial Planning
Marist High School 1995 — 2001
McGladrey July 2015 - Present
Sunera LLC October 2010 - July 2015
Carolinas Healthcare System 2009 - 2010
Carolinas HealthCare System 2009 - 2010
Wachovia 2007 - 2008
KPMG Advisory 2004 - 2007
PricewaterhouseCoopers 2001 - 2004
KPMG Advisory 1999 - 2001
Carolinas HealthCare System 1998 - 1999
Skills
Integration, Risk Management, Mergers & Acquisitions, Program Management, Information Technology, HIPAA, CPOE, Financial Risk, Healthcare, Financial Reporting, Process Improvement, IT Audit, Governance, Business Process..., Enterprise Risk..., Risk Assessment, Sarbanes-Oxley Act, Internal Audit
Education
Ball State University 1990 — 1994
Bachelor of Science, Nursing
Wells Fargo 2008 - Present
Wachovia December 2004 - 2008
Energen Corp 2002 - December 2004
Harris Corporation 1989 - 2000
Education
Auburn University, College of Business 2005 — 2007
MBA
Rollins College 1990 — 1997
B.S., Computer Information Systems
CIT June 2013 - Present
CIT June 2012 - May 2013
Wells Fargo Advisors February 2012 - June 2012
New York Life Insurance Company February 2012 - June 2012
Barclays December 2011 - December 2011
Wachovia April 2007 - June 2009
Skills
Financial Modeling, Financial Accounting, Finance, Corporate Finance, Financial Reporting, Bloomberg, Investments, Financial Services, Strategic Financial..., Access, Leadership
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2013
Bachelor of Science, Accounting and Finance
Bergen Community College 2009 — 2011
Associate of Science, Accounting
Abacus Properties December 2014 - Present
Abacus Properties February 2013 - December 2014
Amerihomes Realty of New York August 2011 - January 2013
Polonsky Consulting, L.L.C. April 2010 - December 2012
Oleg Polonsky October 2008 - April 2010
TD Ameritrade 2007 - 2008
Wachovia Bank September 2005 - January 2007
Wachovia 2005 - 2006
TD Waterhouse February 2004 - August 2005
Skills
Investments, Portfolio Management, Real Estate, Real Estate Negotiating, Co-ops, Equities, Banking, Mutual Funds, Finance, Loans, Leadership, Russian, Listings, Residential Homes, Investment Properties, Sellers, Real Estate Transactions, Negotiation, Management, Buyers, First Time Home Buyers, Sales, Condos, Investors
Education
City University of New York-Baruch College 2009 — 2011
Bachelor of Business Administration (BBA)
Specialized English School #14 in Moscow, Russia 1985 — 1987
Pace University
MB Financial Bank February 2011 - Present
Wells Fargo July 2007 - January 2011
Wachovia November 2007 - December 2009
Wachovia May 2006 - May 2007
Wachovia July 2005 - April 2006
Bank of America May 2004 - February 2005
Bank of America January 2004 - February 2005
Bank of America January 2003 - December 2003
Skills
Life Licenses, Coaching, Human Resources, Banking, Retail Banking, Loans, Credit, Small Business Lending, Mortgage Lending, Consumer Lending, Commercial Banking, Finance, Credit Analysis, Financial Analysis, Commercial Lending, Customer Service, Series 7, Team Building, Lines Of Credit, Investments, Risk Management, Sales
Education
Barry University 2008 — 2010
Masters, MBA
Florida Atlantic University 2002 — 2006
Bachelor, Business Administration; Management and Marketing - 2006
Thayer Legal Services PLLC October 2011 - Present
TCF Bank October 2010 - October 2011
Wells Fargo January 2007 - September 2010
World Savings Bank April 2005 - January 2007
Wachovia 2006 - 2007
Fredrikson & Byron May 2000 - April 2005
Green Tree Servicing August 1999 - May 2000
Green Tree 1999 - 2000
Faegre & Benson LLP August 1997 - August 1999
Dorsey & Whitney LLP 1991 - 1993
Skills
Mortgage lending and..., CFPB rule implementation, CFPB examination..., Foreclosure compliance..., Complaint Management, Bankruptcy compliance, Licensing, Bankruptcy, Loans, Legal Compliance, Consumer Lending, Risk Management, Credit, Foreclosures, Loss Mitigation, Financial Services, Privacy Law, Legal Writing, Mortgage Lending, AML, Retail Banking
Education
William Mitchell College of Law 1988 — 1991
JD
Bennington College 1981 — 1985
Intel Corporation January 2015 - Present
Dell June 2011 - February 2014
QA Systems April 2011 - June 2011
Leapforce March 2010 - December 2010
Wachovia March 2007 - May 2008
Mitac January 2006 - March 2007
Smartronix December 2003 - April 2004
Intel Corporation December 2001 - December 2003
Coremetrics April 2001 - October 2001
Skills
Testing, Hardware, Troubleshooting, Operating Systems, Technical Support, Data Center, Software Documentation, Process Improvement, Project Management, Technical Writing, Computer Security, Enterprise Software, Active Directory, Security, Analysis, Infrastructure, Computer Hardware, Windows, Servers
Education
Austin Community College 2009 — 2011
Associate's Degree, Computer Science
Culhane Premier Properties February 2014 - Present
TxHome Realty February 2013 - February 2014
Casa Grande Realty January 2010 - February 2013
Security National Mortgage 2010 - 2010
Shacklett Insurance Team January 2008 - October 2009
Wachovia March 2007 - October 2007
Argent Mortgage May 2005 - March 2007
Harbor First Mortgage February 2002 - May 2005
Skills
Real Estate, Process Improvement, Sales, Marketing, First Time Home Buyers, Customer Service, New Construction Sales, First Time Renters, Apartment Locating, Investment Properties, New Home Sales, Apartments, Mortgage Lending, Renters, Locating, Foreclosures, Referrals, Loan Origination, Banking, Loans, Brokerage, Short Sales, Contract Negotiation, Finance, Selling, Relocation, Condos, Investors, REO, Sellers, Listings, Budgets, Residential Homes, Insurance, Real Estate Transactions, FHA, Residential Mortgages, Buyer Representation, Single Family Homes, HUD, FHA financing, Property Management, VA loans, Real Estate Financing, Refinance, Vacation Homes, Property, Rentals, Commercial Real Estate, Real Estate Development
Education
Austin Institute of Real Estate 2007 — 2008
Austin Community College 1991 — 1992
Business Administration Studies
Adaptivity, Inc. August 2011 - Present
Wells Fargo March 2010 - August 2011
Wachovia October 2007 - August 2011
Wells Fargo 2009 - March 2010
EMC August 2006 - October 2007
EMC April 2004 - August 2005
EMC Computer Systems 1999 - 2001
Fore Systems / Marconi Communications 1996 - 1999
FORE Systems, Inc 1996 - 1997
EMC Computer Systems 1994 - 1996
Skills
Data Center, IT Strategy, Product Management, Architecture, Cloud Computing, Governance, Enterprise Architecture, IT Operations, Leadership, Inventory Management, IT Service Management, IT Transformation, ITIL, Software Development..., Lean IT, Entrepreneurship, IT Management, Storage, Cross-functional Team..., Business Continuity, Vendor Management, Disaster Recovery, Integration, Oracle, Program Management, Solution Architecture, Enterprise Software, Professional Services, SaaS, Management, Infrastructure, Testing, Project Portfolio..., Virtualization, Business Intelligence, PMP, Outsourcing, Software Project..., Process Engineering, Business Analysis, Architectures, SDLC
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2002
BS
University of New Hampshire 1986 — 1990
BS
manchester high school west
Ivy Hill Asset Management LP April 2010 - Present
Allied Capital March 2009 - March 2010
Emporia Capital Management, LLC March 2005 - March 2009
Cohen and Company 2005 - 2009
PB Captial 2003 - 2005
GMAC Commercial Finance January 2002 - September 2003
Bank of America Business Credit 1998 - 2002
Wachovia 1996 - 1998
Lafayette American Bank 1994 - 1996
Bank of New York, National Community Division 1992 - 1994
Skills
Workout, Asset Based Lending, Leveraged Finance, CLO, Middle Market, Asset Managment, Financial Analysis, Commercial Finance, Cash Flow Lending, Structured Finance, Loan Origination, Mezzanine, Debt Restructuring, Portfolio Management, Credit, Financial Structuring, High Yield, Securitization, LBO, Capital Markets, Special Situations, Alternative Investments, CDO, Mergers, Leveraged Lending, Restructuring, Underwriting, Banking, Private Equity, Mergers & Acquisitions, Financial Modeling, Finance, Asset Management, Loans, Investments, Credit Analysis, Funding, Corporate Finance, Valuation
Education
Pace University - Lubin School of Business 1994 — 1998
Masters, Accounting
State University of New York at Binghamton 1987 — 1990
BS, Management-Finance
Bowdoin College
Prevalent Inc. June 2014 - Present
Prevalent Inc. July 2009 - June 2014
Prevalent Inc. September 2008 - July 2009
Wachovia June 2007 - August 2008
EMC 2000 - 2007
Fidelity Investments June 1999 - June 2000
Skills
EMC Certified..., Symantec Technical..., Risk Management, IT Governance, Compliance, Application Security, Data Loss Prevention, Endpoint Security, Governance, DLP, Security, Sales, Information Security, Network Security, Pre-sales, SAN, Vulnerability Assessment, PCI DSS, Information Security..., Storage, Enterprise Software, Cloud Computing, Business Continuity, SaaS
Education
Keene State College 1996 — 1999
B.S. Management, Business Management
Bentley University 1995 — 1996
undeclared
Acton Boxborough 1991 — 1995
TLR Notary Services April 2015 - Present
Wells Fargo July 2012 - Present
Wells Fargo 2010 - Present
Wells Fargo November 2009 - Present
Aon Hewitt March 2008 - March 2009
MECKLENBURG CO February 2005 - March 2009
Mecklenburg county DSS March 2005 - January 2006
Wachovia October 2004 - October 2004
SPHERION PERSONNEL July 2003 - August 2004
MECKLENBURG CO. PARKS & RECREATION October 2003 - March 2004
Skills
Banking, Credit, Customer Service, Data Entry, Employee Benefits, Human Resources, Outlook, Software Documentation, Management, Time Management, PeopleSoft, Access, Insurance, Interviews, Applicant Tracking..., Onboarding, Leadership, Microsoft Office
Education
Strayer University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Project Management
Belmont Abbey College 2007 — 2010
Bachelor of Business Administration (B.B.A.), Business Management
North Greenville University
MBA/MSL, Business Admin/Human Resources
City National Bank January 2008 - Present
Wachovia December 2004 - January 2008
Wells Fargo Home Mortgage May 2003 - December 2004
Citibank Private Bank June 1994 - May 2003
Citibank December 1979 - June 1994
Skills
Banking, Commercial Banking, Credit, Credit Analysis, Credit Risk, Loans, Mortgage Lending, Portfolio Management, Retail Banking, Underwriting
Education
Baruch College 1978 — 1982
Bachelor of Arts (B.A.), Mathematics and Statistics
Bronx High School of Science 1975 — 1978
BancorpSouth Equipment Finance 2015 - Present
M&T Bank 2012 - 2014
ATEL Leasing Corporation 2005 - 2012
Wachovia 1993 - 2005
Skills
Asset Based Lending, Credit Analysis, Finance, Commercial Lending, Credit, Portfolio Management, Loans, Middle Market, Banking, Underwriting, Loan Origination, Commercial Finance, Credit Risk, Commercial Banking, Capital Markets, Relationship Management, Structured Finance, Corporate Finance, Leveraged Finance, Funding, Financial Structuring
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration, Finance
Stonehill College
Bachelor of Science in Business Administration, Accounting
Goodwill Industries serving Central Virginia & Hampton Roads 2002 - 2011
Wachovia May 2001 - October 2002
NYC Department of Education October 1994 - June 2000
Education
Averett University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Royal Business School 1982 — 1984
Certificate in Office Automation, Data Entry/Microcomputer Applications
Corporate Aviation October 2010 - Present
JETPOOL October 2009 - October 2010
Wachovia March 2004 - March 2009
Charter Flight May 2002 - February 2004
US Airways April 1999 - January 2002
Skills
Aviation, Airlines, Aircraft, Flights, Aircraft Maintenance, Piloting, Aerospace, CFI, Commercial Aviation, Charter, Flight Safety, Flight Planning, Safety Management..., Type Rating, Military
Education
Averett University
BS, Business Administration/Aviation Management
Wells Fargo August 2010 - December 2010
Wachovia 2005 - 2008
Bank of America 1992 - 2005
Citicorp POS Information Services 1990 - 1992
CIBA Consumer Pharmaceuticals 1986 - 1990
Pepsi-Cola U.S.A. 1981 - 1986
The Quaker Oats Company 1979 - 1981
Grey Advertising, Inc. 1977 - 1977
Skills
Direct Marketing, Marketing Strategy, Positioning, Product Management, Strategy, Marketing Management, Analytics, Management, Marketing, Advertising, Marketing Research, Leadership, Product Development, Program Management, Business Analysis, New Business Development, Process Improvement
Education
Binghamton University - School of Management
BS Management, Marketing
Purdue University - Krannert School of Management
MSM, Marketing
BNP Paribas September 2015 - Present
BNP Paribas June 2011 - Present
Wells Fargo Capital Finance May 2010 - June 2011
Wachovia, A Wells Fargo Company October 2008 - April 2010
Wachovia July 2006 - September 2008
Skills
Cash Management, Portfolio Management, Credit, Hedge Funds, Structured Finance, Loans, Trading, Financial Analysis, Corporate Finance, Credit Analysis, Valuation, Banking, Asset Based Lending, Management, Commercial Banking, Financial Reporting, Commercial Lending, Financial Modeling, Investments, Investment Banking, Risk Management, Financial Risk, Capital Markets, Finance, Financial Services, Bloomberg, Underwriting, Credit Risk, Loan Origination, Financial Structuring, Fixed Income, Small Business Lending
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Finance & Investments
Archbishop Molloy Highschool
Keller Williams Cornerstone Realty February 2012 - Present
Ventanas de San Miguel Golf & Resort July 2010 - September 2011
Ventanas de San Miguel Golf Resort January 2008 - January 2011
Wells Fargo Home Mortgage February 2006 - April 2009
Wachovia 1992 - 2006
Georgia Real Estate Commission 1989 - 1997
Coldwell Banker 1989 - 1990
Skills
Selling, Short Sales, Relocation, Mortgage Lending, Investment Properties, REO, First Time Home Buyers, Sellers, Real Estate, Referrals, Buyer Representation, Property, Sales, Buyers, Foreclosures, Real Estate Transactions, New Home Sales, Investors, Single Family Homes, Condos, Residential Homes, Property Management, FHA, Listings, Real Property, Move Up Buyers, Real Estate Development, Seniors, HUD, Real Estate Financing, Vacation Homes, New Homes, Home Staging, Relocation Buyers, Townhomes, Real Estate Economics, Loans, Investments, Refinance, ABR, Brokerage, Commercial Real Estate, Finance, Leases, Luxury, Real Estate License, Rentals, Resellers, Residential Mortgages, SFR
Education
Augusta State University 1990 — 1992
Finance/Business Admin
Barney Fletcher School of Real Estate 1988 — 1988
Real Estate
Air Products July 2014 - Present
Air Products and Chemicals November 2012 - July 2014
Air Products & Chemicals May 2003 - November 2012
Air Products and Chemicals May 2003 - February 2012
Wachovia 1998 - 2003
Leading Edge Technologies Ltd October 1990 - August 1997
ANZ Grindlays Bank February 1985 - May 1990
Skills
SharePoint, Project Management, Microsoft SQL Server, Windows Server, ITIL, Servers, Information Technology, Disaster Recovery, ERP, Security, SQL, SAP, Visual Basic, Operating Systems, VMware, Java, IIS, Troubleshooting, C#, Visio, Active Directory, Requirements Analysis, Integration, Microsoft Technologies, Enterprise Software
Education
Bangladesh University of Engineering and Technology 1979 — 1983
B. S, E.E Eng
Bangladesh University of Engineering and Technology
Bachelor's degree, Electrical and Electronics Engineering
BB&T April 2014 - Present
Capital One Home Loans January 2012 - April 2014
RBC Bank January 2011 - January 2012
Wells Fargo May 2009 - September 2010
Wachovia Bank June 2006 - December 2009
Wachovia 2005 - 2006
Wachovia 2003 - 2005
Wells Fargo/First Union 1998 - 2003
Skills
Cash Management, Performance Management, Operations Management, Team Leadership, Loans, Vendor Management, Strategic Planning, Risk Management, Leadership, Call Centers, Underwriting, Finance, Credit Risk, Strategy, Credit, Financial Risk, Training, Team Building, Change Management, Credit Analysis, Forecasting, Process Improvement, Loan Origination, Recruiting, Mortgage Lending, Credit Rating, Banking, Mortgage Banking, Executive Management, Management, Budgets, Relationship Management, P&L Management, Loss Mitigation, Residential Mortgages, Portfolio Management, Consumer Lending, Financial Services, Financial Analysis, FHA, Mortgage Underwriting
Education
Augsburg College 1994 — 1998
Bachelor of Arts, Finance
Rice Lake High School 1990 — 1994
Wells Fargo October 2008 - Present
Wachovia October 2008 - March 2009
Skills
Series 7, Financial Services, Portfolio Management, Series 6, Asset Managment, Business Analysis, Asset Management, Direct Marketing, Mergers & Acquisitions, Risk Management, Strategic Financial..., Securities, Capital Markets, Financial Risk, Wealth Management, Process Improvement, Banking, Relationship Management, Cash Management, SDLC, 401k, Financial Modeling, Equities, Treasury Management, AML, Asset Allocation, Investment Advisory, Commercial Banking, Executive Management, Retirement Planning, Salesforce.com, Vendor Management, Call Centers, Investments, Fixed Income, Investment Management, Credit, Financial Analysis, Series 63, Hedge Funds, Mutual Funds, Payments, Estate Planning, Bonds, Client Services, Leadership, Alternative Investments, FINRA, Business Process..., Retirement
Education
Bellevue University
BSBA
Wachovia, A Wells Fargo Company January 2008 - June 2009
Wachovia January 2008 - June 2009
Allied Air Enterprises August 2006 - April 2007
Allied Air Enterprises April 2006 - August 2006
BellSouth Telecommunication December 2002 - September 2003
Alltel Communications July 2001 - September 2002
University Hospital December 2000 - July 2001
T Telecommunications November 1998 - June 2000
Education
Augusta State University 1997 — 2000
none, Business Administration
Retired April 2013 - Present
Wells Fargo Advisors, LLC February 1995 - Present
Wachovia February 1995 - Present
Prudential Securities February 1995 - April 2004
Self employed 1992 - 1995
Drexel Burnham Lambert 1984 - 1992
People Care Inc 1981 - 1984
Cosmopolitan Personnel 1978 - 1981
Cresco Sales 1976 - 1978
Gaynor Stafford Industries 1973 - 1976
Skills
Series 7, Tax, Wealth Management, Investments, Retirement Planning
Education
Baruch College, City University of New York (CUNY) 1964 — 1969
Comstock Mortgage March 2013 - Present
Paramount Equity March 2012 - December 2012
US Bank October 2009 - March 2012
Wachovia August 2008 - August 2009
Wells Fargo Bank November 1991 - August 2008
Skills
Credit, Commercial Lending, Finance, Financial Analysis, Credit Analysis, Leadership, Mortgage Banking, Loans, Loan Origination, Mortgage Lending, Portfolio Management, Wealth Management, Sales Management
Education
Bentley University 1979 — 1983
Bachelor of Science Marketing/Management; Associate of Science Accountancy
Wells Fargo January 2009 - Present
Wells Fargo Bank 2009 - 2011
Wachovia January 2006 - December 2009
Regions 1998 - 2006
Skills
Banking, Analytics
Education
Auburn University at Montgomery
Master, Business Administration
Auburn University at Montgomery
Bachelor, Marketing
Wells Fargo April 2015 - Present
Wells Fargo February 2013 - Present
Wells Fargo 2009 - Present
Wachovia February 2004 - June 2009
Wachovia January 2002 - February 2004
Wachovia August 1999 - January 2002
First Union October 1997 - August 1999
First Union September 1996 - October 1997
Skills
Talent Development, Onboarding, Organizational..., Employee Engagement, Executive Coaching, Talent Management
Education
Queens University of Charlotte 2009 — 2012
MS, Organization Development
Belmont Abbey College
BA, History
Winthrop University
MA, History
Wells Fargo January 2009 - Present
Wachovia June 2003 - October 2009
PFPC December 1999 - June 2003
First Data, Investor Services Group April 1995 - November 1999
Allmerica Financial June 1980 - March 1995
Skills
Information Technology, Technology Management, Project Management, Risk Assessment, Technology Risk..., Information Security, Information Systems, Information Security..., IT Audit, IT Strategy, Vendor Management, Business Analysis, SDLC, Process Improvement, Requirements Analysis, Enterprise Architecture, Software Project..., Leadership, IT Management, Integration, Management, Business Process..., Requirements Gathering
Education
Babson College 1976 — 1980
BS, Finance/Quantitative Methods and Communications
Deutsche Bank January 2015 - Present
Citi Corporate & Investment Banking June 2011 - January 2015
Sumitomo Mitsui Banking Corporation August 2006 - May 2011
Citi Corporate & Investment Banking November 2000 - July 2006
Wachovia April 1997 - October 2000
PRIMUS Automotive Financial Services August 1991 - March 1996
Education
Belmont University - Jack C. Massey Graduate School of Business 1993 — 1995
MBA, Finance
University of Tennessee-Knoxville 1989 — 1991
BS / BA, Finance
Lambuth University 1987 — 1989
Business
Battle Ground Academy 1981 — 1987
First Community Bank July 2007 - Present
Wachovia Dealer Services January 2003 - July 2007
Wachovia January 2001 - January 2003
Bank of America January 1995 - January 2001
Skills
Banking, Credit, Loans, Commercial Banking, Analysis, Asset, Real Estate, Risk, Mortgage, Portfolio Management, New Business Development, Underwriting, Cash Management, Treasury Management, Small Business, Customer Relations, Private Banking, Small Business Lending, Commercial Lending, Commercial Mortgages, Lines Of Credit, Commercial Credit, Credit Analysis, Consumer Lending, Loan Structuring, Financial Analysis, Cross Selling, Credit Risk, Banking Relationships, Wealth Management, Loan Origination, Customer Service
Education
University of Georgia - Terry College of Business 1987 — 2002
BBA, Business
Augusta State University - College of Business Administration 1997 — 1999
MBA, Business
The University of Georgia 1988 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General
The Roasterie, Inc. March 2015 - August 2015
Musician's Friend December 2013 - February 2015
Gibson Guitar October 2012 - November 2013
Musicians Friend September 2008 - October 2012
Wachovia May 2006 - September 2008
Skills
Inside Sales, Guitar, Launching Of New..., Product Development, Music Industry, Music Theory, Guitarist, Musicians, Sales, Musical Instruments, Bass, Rock, Product Launch, Sound, Music, Festivals, Audio Post Production, Studio Recording, Drums, Live Sound, Band, Songwriting, Music Production, Composition, Bass Guitar, Recording, Keyboards, Pro Tools, Audio Engineering, Music Education, Entertainment, Acoustic Guitar, Singing, Mastering, Professional Audio, Musical Theatre, Marketing
Education
Benedictine College 2000 — 2004
Bachelor of Arts (B.A.), Music Performance, General
LPL Financial April 2014 - Present
Wells Fargo 2005 - April 2014
Wells Capital Management 2009 - 2012
Evergreen Investments 2005 - 2009
Wachovia 2004 - 2009
Deutsche Asset Management 1993 - 2004
Zurich Scudder Investments 1998 - 2002
Scudder Kemper Investments 1998 - 2002
Scudder, Stevens and Clark 1993 - 1998
City National Bank 1986 - 1993
Skills
Managing Teams, Investment Management, Fixed Income, Equities, Post Trade, Data Management, Data Warehousing, SQL, Integration, Business Analysis, Asset Management, Mobile Technology, Asset Managment, SharePoint, Team Leadership, Back Office, Trading Systems, Databases, VBA, Business Intelligence, Data Integration, Securities, Data Modeling, ETL, Prezi, Process Improvement, ITIL, Market Data, Strategy, Analysis, Team Management
Education
Azusa Pacific University 1992 — 1996
Masters, Applied Computer Science
The Master's College 1982 — 1986
BA, Business
Wells Fargo Corporation January 2009 - March 2013
Wachovia August 2008 - January 2009
The Community Deveopment Trust July 2008 - August 2008
JP Morgan June 1976 - December 2007
United States Marine Corps October 1969 - December 1973
Skills
Portfolio Management, Mergers & Acquisitions, Loans, Capital Markets, Credit, Investment Banking, Risk Management, Structured Finance, Banking, Real Estate, Finance, Credit Risk
Education
Babson College - Franklin W. Olin Graduate School of Business 1974 — 1976
MBA
Harvard University 1965 — 1969
AB, American History
Tambry Harris and Associates January 2008 - Present
Wachovia May 2005 - December 2007
First Union National Bank July 1996 - May 2005
Arthur Anderson July 1994 - July 1996
Duke Energy November 1991 - July 1994
Skills
Emotional Intelligence, Performance Consulting, Leadership Development, Performance Management, Organizational..., Organizational..., Succession Planning, Executive Coaching, Talent Management, Change Management, Coaching, Career Development, Employee Engagement, Acquisition Integration, Diversity & Inclusion, MBTI, Organizational Design, Employee Relations, Onboarding, Deferred Compensation, Needs Analysis, Workshop Facilitation, Team Building, Management Development, Leadership, Culture Change, Human Resources, Program Management
Education
University of North Carolina at Charlotte 1991 — 1993
Masters, Industrial/Organizational Psychology
Auburn University 1986 — 1990
Bachelors, Industrial/Organizational Psychology, Human Resources Management
VY Partners October 2004 - Present
OI Partners, Inc. Gateway International January 2009 - Present
Wachovia March 2004 - July 2008
Simmons Associates, Inc. October 2001 - February 2004
Riotto-Jones Associates September 1993 - October 2001
A-L Associates May 1982 - September 1993
Skills
Talent Acquisition, Career Transition..., Executive Search, Recruiting, Talent Management, Business Development, CRM, Career Counseling, Networking, Onboarding, Executive Coaching, Consulting, Leadership, Coaching, HR Consulting, Sales, Interviews, Program Management, Job Coaching, Management Consulting, Sourcing, Management, Employee Benefits, Outplacement, Resume Writing, Search, Human Resources, Time Management, Employee Relations, Technical Recruiting, Employee Training, Team Building, Leadership Development, Employee Engagement, Relationship Management
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing and Industrial Psychology
QED National October 2014 - Present
BHGRE Coccia Realty Rutherford July 2014 - Present
CENTURY 21 GOLD REALTY February 2010 - July 2014
Alliance Sourcing Network, Inc June 2011 - October 2013
Weichert Realtors August 2005 - February 2010
Stopka and Associates December 2004 - March 2009
ERNST & YOUNG GLOBAL July 2004 - December 2004
GHI March 2004 - July 2004
Wachovia March 2003 - March 2004
Ross Stores March 2000 - March 2003
Skills
Marketing, Selling, Microsoft Office, Vendor Management, Leadership, Management, Project Management, Strategy, Investment Properties, Team Building, Consulting, Recruiting, Sourcing, Information Technology, Temporary Placement, Interviews, Analysis, Networking, Sales, Cold Calling, Customer Service, Time Management
Education
Hohokus Hackensack School of Business & Medical Sciences 2009 — 2010
BS, Business Administration with Computerized Accounting/Bookkeeping
Weichert Real Estate School Independent Real Estate Professional at Weichert Realtors 2005 — 2006
no, Real Estate
New York University 1995 — 1996
Associate's degree, Education Program in MIS
Baruch College, CUNY 1994 — 1995
MIS, Continuing Education Program in Business
TALLINN SCHOOL OF ECONOMICS 1986 — 1990
BS, Economics
SunTrust Bank December 2011 - Present
Wells Fargo June 2009 - January 2012
Wachovia October 2003 - May 2009
Circuit City/ FNANB September 2002 - September 2003
Speer & Associates, Inc. June 1995 - September 2002
Alex Sheshunoff Management Services September 1993 - May 1995
Skills
Strategic Planning, Financial Analysis, Product Management, Marketing Analytics, Team Building, E-commerce, Business Case, Direct Mail Campaigns, Banking, Credit Cards, Retail Banking, Segmentation, Analytics, Executive Management, Database Marketing, Portfolio Management, Competitive Analysis, Leadership, Start-ups, Analysis, Management, Business Strategy, Direct Marketing, Forecasting, CRM
Education
Auburn University, College of Business 1992 — 1993
MBA, Finance
Auburn University, College of Business 1988 — 1992
Bachelor of Science, Accounting
Wells Fargo April 2013 - Present
Wells Fargo October 2012 - Present
Wells Fargo October 2011 - November 2012
Wells Fargo October 2008 - March 2012
Wachovia October 2004 - March 2012
Wachovia December 2000 - October 2004
Wachovia Bank July 1990 - December 2000
Fleet Bank January 1986 - June 1990
Merchants Bank January 1985 - January 1986
Skills
Mergers, Program Management, Payment Systems, Banking, ACH, Process Improvement, Compliance, IT Management, Mainframe, Software Documentation, Change Management, Strategy, Mergers & Acquisitions, Management, Cross-functional Team..., Leadership, Project Management, Relationship Management, Test Strategy, Financial Analysis, Access, SDLC, Security, Testing, Risk Management, Business Analysis, Project Planning, Business Process..., PMO, Integration, IT Strategy, Vendor Management, Software Project..., Portfolio Management
Education
Wake Forest University School of Business 1999 — 2001
MBA, Business
Bentley University 1979 — 1981
BS, Computer Information Systems
Becker College 1977 — 1979
Assoc in BA, Business Administration
IBERIABANK September 2014 - Present
IBERIABANK September 2009 - September 2014
Wachovia Securities February 2006 - August 2009
Wachovia November 2002 - February 2006
Wachovia February 2001 - October 2002
Wachovia February 1995 - February 2001
Northern Trust September 1988 - May 1995
Skills
Strategic Planning, New Business Development, Financial Services, Business Development, Banking, Marketing, Sales, Marketing Strategy, Advertising, Project Management, Leadership, CRM, Budgets, Social Media, Public Speaking, Management, Mergers, Market Research, Marketing Communications, Public Relations, Non-profits, Process Improvement, Team Building, Business Planning, Training, Event Management, Event Planning, Program Management, Strategy, Press Releases, Product Development, Strategic Communications, Project Planning, Market Planning, Mergers & Acquisitions
Education
Augustana College 1984 — 1988
BA, Business Adminstration, Speech Communication
Augustana College
Bachelor of Arts, Business, Speech Communication
TCB 5400 Bar and Grill November 2013 - Present
Wells Fargo November 2011 - December 2012
Wells Fargo March 2008 - November 2011
Wachovia March 2008 - November 2011
Regional Ambulance July 2007 - March 2008
DirecTV /Apple One September 2006 - December 2006
UPS/Spherion October 2005 - July 2006
Skills
Customer Service, Banking, Microsoft Office, Excel, Word, Administration, Leadership, Microsoft Excel, Sales
Education
2008 Orangeburg Calhoun Tech 2008 — 2008
Certificate, EMT - Basic
Benedict College 2001 — 2005
N/A, Biology/Biological Sciences, General
University of South Carolina-Columbia 1995 — 2001
N/A, Biology
Dreher High School 1991 — 1995
Diploma, ALL
IDC March 2006 - Present
IDC 2006 - September 2010
Wachovia 2004 - 2006
SG Cowen 2001 - 2004
IDC 1999 - 2001
Pioneer Investments 1993 - 1999
Skills
Equity Research, Strategic Financial..., Project Management, Personal Financial..., Asset Management, Buy-side, Maintaining Strong..., Investment Research, Global Business..., Mutual Funds, Hedge Funds, Partnerships, Entrepreneurship, Equities, Private Equity
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1999
MBA, Finance
University of Vermont 1989 — 1993
Bachelor of Science (B.S.)
Springfield High School 1985 — 1989
Jusuru International November 2009 - Present
Melaleuca January 2007 - August 2009
Wachovia April 1988 - September 1999
Education
Baruch College, City University of New York (CUNY)
Business/Economics
Internal Revenue Service February 2010 - July 2011
Wachovia November 2005 - January 2010
National Black MBA Association March 2005 - October 2009
Charlotte Saves March 2005 - July 2008
National Association of Black Accountants (NABA) January 2005 - January 2006
TIME WARNER CABLE October 2004 - October 2005
ALFA INSURANCE CORPORATION July 2001 - October 2004
Alfa Insurance June 2000 - July 2001
Alfa Insurance November 1999 - June 2000
Skills
Analysis, Accounting, Process Improvement, Finance, Budgets, General Ledger, Auditing, Banking, Internal Controls, Management, Financial Analysis, Leadership, PeopleSoft, Project Management, Microsoft Excel, Financial Accounting, Mergers & Acquisitions, Accounts Payable, Account Reconciliation, Managerial Finance, Policy, Internal Audit, Data Analysis, Financial Reporting, Life Coaching, Business Coaching, Coaching, Transformational Life..., Leadership Development, TeamMate, Cross-functional Team...
Education
Queens University of Charlotte 2005 — 2007
Certified Financial Planners Program
Troy University in Montgomery 2003 — 2004
MBA, General Business
Auburn University at Montgomery 1995 — 1999
BS, Accounting
Institute for Professional Excellence in Coaching (iPEC)
Business Coaching
Fencing Academy of Denver June 2013 - Present
US Fencing Association July 2010 - August 2012
Redlands Fencing Center January 2010 - June 2012
UTC Fire & Security July 2007 - January 2010
Tyco Electronics April 2006 - July 2007
Wachovia August 2004 - January 2006
Fidelity Investments October 1993 - May 2004
Skills
Strategic Planning, Public Speaking, Coaching, Program Management, Event Planning, Nonprofits, Non-profit..., Volunteer Management, Volunteer Recruiting, Non-profit Leadership, Non-profit Program..., Non-profit Fund..., Individual Donor..., Board Development, Non-profit Board..., Non-profit Boards, Non-profit Director, Sports Management, Sport Administration, Non-profit Finance, Staff Development, Organizational..., Marketing, Sponsorship Activation, Event Management, Budgets, Leadership, Business Strategy, Sports, Research, Small Business, Human Resources, Recruiting, Entrepreneurship, Team Building
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2002
MBA, Business Administration and Management, General
Texas A&M University 1988 — 1992
BS, Economics
Bond New York Properties LLC September 2007 - May 2015
WACHOVIA November 2005 - August 2007
Lombard Street Research August 2004 - October 2005
USAlliance Federal Credit Union August 2000 - June 2004
Skills
Real Estate Economics, Investments, Real Estate Transactions, Real Estate, Investment Properties, Investors, Condos, Brokerage, Rentals, Sellers, Relocation, Residential Homes, Leases, Luxury, First Time Home Buyers, Listings, Property Management, Real Estate Development, Selling, Apartments, Finance, Management, Negotiation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2004
MBA, Finance
University of South Florida 1996 — 2000
Bachelor’s Degree, Finance, General
University Health Care System September 2014 - Present
Trinity Hospital of Augusta October 2011 - September 2014
First Bank Mortgage August 2008 - October 2011
Wachovia September 2004 - August 2008
Skills
Employee Relations, Outlook, Customer Service, PowerPoint, Microsoft Excel, Data Entry, Microsoft Office, Microsoft Word, Sales, Healthcare, Applicant Tracking..., Recruiting, Team Leadership, Hospitals, Team Building, Inventory Management, Performance Management, Leadership, Employee Benefits, Training, Management, Public Speaking, Benefits Administration, Analysis
Education
Augusta State University 2001 — 2006
Bachelor's Degree, Marketing
Citi April 2015 - Present
Capital One January 2012 - January 2015
Apollo Global Management LLC February 2009 - January 2012
Bank of America October 2006 - January 2009
GE Capital September 1994 - October 2006
MasterCard 1991 - 1994
Wachovia 1987 - 1991
Skills
Strategy, Leadership, Process Improvement, Executive Management, Change Management, Finance, Management, Financial Services, Operations Management, Mortgage Lending, Mergers & Acquisitions, Risk Management, Six Sigma, Credit, Credit Cards, Sales, Negotiation, Banking, Portfolio Management, Loans, CRM, Mortgage Banking, Loan Origination, Strategic Planning
Education
Auburn University, College of Business 1983 — 1987
Bachelor of Science, Business Administration - Quantitative Marketing
Target August 2014 - Present
Target April 2012 - August 2014
Capstone Publishers September 2009 - March 2012
HealthEZ June 2008 - September 2009
Turner Broadcasting March 2004 - June 2008
Radiant Systems 2000 - 2004
Wachovia 1999 - 2000
Equifax 1996 - 1999
Uptons 1992 - 1996
Skills
Microsoft SQL Server, Databases, T-SQL, SSRS, Software Documentation, Troubleshooting, Crystal Reports, Analysis, Oracle, Reporting Systems, SSIS, Security, Analysis Services, Technical Support, Management, Budgets, Performance Tuning, VB.NET, Training, Servers, Business Analysis, SQL Server, Database Administration, Database Design, Windows Server, TFS, SharePoint, Litespeed, Quest Spotlight, SCOM, SQL, Process Improvement, SDLC, Leadership
Education
Kennesaw State University 1994 — 2004
Bachelor, Business Administration in Management
Berry College - Campbell School of Business 1993 — 1994
Wells Fargo April 2010 - Present
National BDPA November 2013 - Present
CompTIA's Creating IT Futures Foundation January 2012 - June 2015
National BDPA May 2010 - December 2011
BDPA Charlotte January 2010 - December 2011
ITT Technical Institute October 2010 - February 2011
University of Fairfax December 2008 - 2011
Wells Fargo Bank January 2008 - April 2010
BDPA Charlotte Chapter December 2007 - December 2009
Wachovia June 2006 - January 2008
Skills
CISSP, CISA, MCSE, Information Security, Security, Information Technology, IT Audit, Risk Management, Microsoft Certified..., Non-profit..., Mobile App Development, Social Media Consulting, Team Leadership, Technical Leadership, Cross-functional Team..., Youth Leadership, Teamwork, Leading Positive Change, Community Outreach, Youth Mentoring, Thought Leadership, Strategic Visionary, Social Skills, Personal Development, Network Security, Mobile Applications, Leadership, Penetration Testing, Troubleshooting, Disaster Recovery, Computer Security, Project Management, Business Continuity, Windows Server, Networking, Program Management, IT Management, Software Documentation, Information Security..., Servers, SharePoint, Data Center, Switches, ITIL, Technical Support, Operating Systems, Testing, IT Strategy, Microsoft Exchange, Business Process
Education
Salem International University 2004 — 2006
MBA, Information Security
University of Fairfax 2004 — 2006
MSIS, Information Security
Wentworth Institute of Technology 1994 — 1997
BS, Electronic Engineering
Benjamin Franklin Institute of Technology 1986 — 1988
Associate's degree, Electrical, Electronic and Communications Engineering Technology/Technician
Madison Park High School 1982 — 1986
Wells Fargo April 2008 - Present
University of South Carolina Lancaster January 2005 - Present
Wachovia April 2006 - April 2008
Wachovia February 2000 - April 2006
Wachovia July 1996 - February 2000
Household International October 1992 - June 1996
Household International March 1990 - October 1992
Skills
Financial Analysis, Financial Operations, Treasury Management, Vendor Management, Banking, Strategic Planning, Hyperion Enterprise, Corporate Finance, Sarbanes-Oxley Act, Risk Management, Asset Managment, Accounting, Essbase, Equities, Investments, Managerial Finance, Credit, Financial Modeling, Strategic Financial..., Financial Forecasting, Loans, Business Process..., Management, Program Management, Finance, Project Finance, Financial Reporting, Mergers & Acquisitions, Business Analysis, Process Improvement, Auditing, Leadership, Business Process, Financial Services, Variance Analysis
Education
Lake Forest Graduate School of Management 1994 — 1996
MBA, Business
Barat College of DePaul University 1987 — 1989
Bachelors, Accounting and Finance
Antioch Community High School
Zillow January 2013 - Present
HRnovations July 2012 - November 2012
Walden Media November 2008 - May 2010
The True Agency October 2007 - December 2008
Wachovia March 2007 - October 2007
Bank of America June 2006 - March 2007
Skills
Great Plains Software, Darwin/Darwinet, JD Edwards, Microsoft Office, QuickBooks, Sentryfile, Mintel, Datatech, Lotus Notes, Mainframe, Budgets, Accounts Payable, Invoicing, Access, Accounting, Social Media, Bank Reconciliation, Outlook
Education
University of Washington 2011 — 2012
Bachelor of Arts (B.A.), Psychology
Bellevue Community College 2010 — 2010
Santa Monica College 2007 — 2009
University of North Carolina at Asheville 2003 — 2005
Devellocus September 2014 - Present
The Norman Group October 2012 - June 2014
Wells Fargo September 2008 - September 2012
Wachovia June 2005 - September 2008
Wachovia September 2000 - June 2005
Fleet Bank April 1999 - September 2000
State Street September 1997 - April 1999
State Street August 1996 - September 1997
Skills
Fixed Income, Capital Markets, Portfolio Management, Risk Management, Investment Banking, Securities, Investments, Banking, Derivatives, Financial Services, Asset Managment, Options, Hedge Funds, Alternative Investments, Wealth Management, Trading, Credit, Operational Risk, Operational Risk..., Asset Management, AML, Vendor Management, Treasury Management, FX Options, Business Analysis, Mutual Funds, Trading Systems, Financial Risk, Trade Finance, Retail Banking, Investment Management, Syndications, Financial Analysis, Commercial Banking, Bonds, Relationship Management, Mergers & Acquisitions, Structured Finance, Loan Origination, Funding, Financial Institutions, Loans, Financial Markets, Treasury
Education
Bentley University
Bachelor's degree
Worcester Polytechnic Institute
SunTrust February 2015 - Present
SunTrust Bank September 2009 - Present
Wachovia 2006 - September 2009
Wachovia 2000 - 2006
Wachovia 1997 - 2000
Wachovia Bank 1995 - 1997
Wachovia 1990 - 1994
Skills
Consumer Lending, Cross Selling, Mortgage Banking, Loan Origination, Mortgage Lending, Financial Services, Leadership, Training, Wealth Management, Sales, Banking, Loans, Small Business Lending
Education
Augusta State University - College of Business Administration 2015 — 2019
Bachelor's degree, Marketing
Augusta State University - College of Business Administration 1985 — 1990
BBA, Marketing & Finance
Deutsche Bank April 2008 - Present
Wachovia February 1995 - December 2006
Skills
Equities, Series 7, Equity Trading, Trading, Electronic Trading, Hedge Funds, Bloomberg, Capital Markets, Fixed Income, Securities, Options, Trading Systems, Asset Management, Investment Banking, Wealth Management, Series 63, Financial Markets, Investments, Derivatives
Education
Bahçeşehir Üniversitesi 2014 — 2015
MBA candidate, Entrepreneurship/Entrepreneurial Studies
Virginia State University 1989 — 1994
B.S., Accounting and Finance
First Investors Corporation October 2008 - Present
Wachovia March 2003 - May 2008
DeHart's 1990 - 2002
Education
Azusa Pacific University 1998 — 2002
BA, Business Administration
Wachovia Bank, N.A. January 2003 - Present
Wachovia January 2001 - December 2002
First Union National Bank September 1998 - December 2000
US Army June 1990 - September 1998
Skills
Process Improvement, Business Analysis, CRM, Risk Management, Performance Management, Management, Leadership, Call Centers, Banking, Customer Satisfaction, Training, Analysis, Business Process, Forecasting, Quality Assurance
Education
University of Phoenix 2005 — 2007
MBA, Global Management
Auburn University 1984 — 1990
BS, Finance
Lincoln Harris June 2013 - October 2014
Perficient 2010 - February 2013
Wachovia 2000 - 2010
Skills
Business Process..., SDLC, Business Analysis, Vendor Management, Requirements Gathering, Requirements Analysis, PMO, Visio, Business Requirements, Procurement, Survey Research, Business Process, Disaster Recovery, Integration, PMP, SharePoint, Business Intelligence
Education
The George Washington University 2007 — 2010
Masters Certificate, Project Management
Bellarmine University 1993 — 1996
Master of Business Administration (M.B.A.), Business Administration and Management, General
PepsiCo June 2008 - Present
Sabre Holdings May 2007 - May 2008
Wachovia November 2006 - May 2007
Nationwide Insurance August 1999 - November 2006
Analysts International Corporation (AIC) April 1997 - July 1999
HCL Infosystems Ltd October 1995 - April 1997
Skills
Teradata, Teradata DBA, Data Warehousing, ETL, Informatica, SQL Tuning, Erwin, Data Modeling, Data Quality, Databases, Unix, BTEQ, Database Administration, COBOL
Education
Bharathidasan University 1992 — 1995
Master of Computer Applications, Computer Applications
Madurai Kamaraj University 1987 — 1990
Bachelor of Science (BS), Physics
Permanent Makeup Lounge 2010 - February 2014
Wachovia 2006 - 2008
Merit Property Management 2006 - 2006
PacifiCare Health Systems 2005 - 2005
Young and Rubicam 1998 - 2003
PreVision Marketing March 1998 - June 1998
Pamet River Partners 1996 - 1998
Skills
Marketing Communications, Management, Strategic Planning, Project Management, Training, Sales, Marketing, Time Management, Marketing Strategy, Social Media Marketing, Advertising, Public Speaking, Social Media, Leadership, Event Planning, Public Relations
Education
Bentley University
BS Marketing
Wells Fargo May 2014 - Present
Wells Fargo January 2008 - Present
Wachovia February 2006 - January 2008
HomeVestors January 2004 - December 2005
Coca Cola 2004 - 2004
Coming Adtractions 2003 - 2004
The Fox Companies August 1996 - August 2002
Microdoctor September 1995 - July 1996
Converse All Steel Services December 1994 - September 1995
IDS American Express Financial Services 1993 - 1993
Skills
Management, Recruiting, Financial Analysis, Business Development, Real Estate, Sales, Team Building, Business Analysis, Finance, Project Planning, Strategic Planning, Selling, Risk Management, Retail, Marketing, Business Strategy, Market Research, Process Improvement, Customer Service, Analytics, Banking, Program Management, Leadership, Strategy, Analysis, Change Management
Education
Baldwin Wallace University 1989 — 1993
BS, Business Administration - Finance
Crestview High 1985 — 1989
New York Life Insurance Company August 2013 - Present
New York Life Insurance Company February 2011 - October 2013
New York Life Insurance Company November 2009 - February 2011
TIAA-CREF July 2007 - November 2009
Wachovia May 2002 - June 2007
Unisys 1999 - 2002
Skills
Business Analysis, Program Management, Customer Relations, Consultancy, Project Portfolio..., Software Project..., Full SDLC, Software Quality..., Technology Strategy..., Technical Writing, Technical Management, Business Relationship..., Technology Product..., Project Management, User Acceptance Testing, Management, Project Planning, Leadership, Systems Analysis, Customer Service, Resource Management, Cross-functional Team..., Technology Management, IT Management, Analysis, Business Strategy, Requirements Analysis, Consulting, Process Improvement, Business Process..., SharePoint, PMO, IT Strategy, Business Process, Change Management, Portfolio Management, Governance, Financial Services, Information Technology, Agile Methodologies, Strategy, Integration, Team Building, Software Implementation, Waterfall, Management Consulting, SDLC, PMP, Project Delivery, Testing
Education
Benedictine University 2010 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Western Carolina University 2004 — 2006
MPM, Project Management
University of North Carolina at Charlotte 2001 — 2006
MA, English
Southern Connecticut State University 1993 — 1998
BA, English
Workscape Business AnalystWorkscape, an ADP Company2006 - Present
ADP-Workscape 2006 - Present
Sun Life Financial 2004 - 2006
Sunlife Financial 2004 - 2006
Wachovia 2001 - 2004
PFPC 2000 - 2001
First Data Corporation 1997 - 2000
BOSTON FEDERAL SAVINGS BANK 1988 - 1997
Education
University of Mumbai 1974 — 1976
M. Sc.
University of Mumbai 1969 — 1974
B.Sc
Bentley University
Boston University Questrom School of Business
NetSmart Technologies March 2008 - Present
EquiFirst July 2003 - March 2008
Wachovia February 2002 - July 2003
NuVox Communications April 2000 - February 2002
Ahold Information Services May 1997 - April 2000
Osbon Medical Systems September 1993 - May 1997
Skills
.NET, C#, jQuery, ASP.NET, JavaScript, Web Applications, WCF, WPF, ASP.NET MVC, HTML5, CSS3, Kendo, Bootstrap, AngularJS, WebAPI, SAML, Leadership, Microsoft SQL Server, Oracle, XAML
Education
Augusta State University 1992 — 1995
Bachelor, Computer Science
Clemson University 1988 — 1991
Computer Science / Engineering
Bank of America October 2012 - Present
Bank of America October 2010 - October 2012
Bank of America February 2009 - October 2010
Bank of America January 2006 - February 2009
Wachovia June 2003 - December 2005
Skills
Compliance, Portfolio Management, Risk Management, Process Improvement, Strategy, Business Transformation, Governance, Analytics, Management, Financial Risk, Banking, Retail Banking, Commercial Banking, Financial Analysis, Risk, Strategic Planning
Education
Auburn University
MBA, Finance, 3.7 of 4.0
Florida Agricultural and Mechanical University
Bachelor of Science (B.S.), Chemical Engineering, 3.67 of 4.0
Barclays Capital January 2011 - Present
UBS February 2007 - February 2011
Wachovia June 2006 - February 2007
Bank of America 1999 - 2003
JP Morgan 1997 - 1999
Lehman Brothers 1994 - 1997
Skills
Equities, Derivatives, Hedge Funds, Investment Banking, Fixed Income, Financial Risk, Capital Markets, Risk Management, Operational Risk, Operational Risk..., Financial Analysis, Securities, Financial Modeling, Banking, Equity Derivatives, Middle Office, Enterprise Risk..., Series 7
Education
Suffolk University 2001 — 2003
MBA, Finance
Baruch College, City University of New York (CUNY) 1989 — 1994
BBA, Accountancy
IBM Smarter Workforce Lead a team for the proper scoping of Implementation Services needed in conjunction with IBM Smarter Workforce products of Applicant Tracking, Talent Manager, LMS and LCMS.Implementation Project Director / Strategic Enablement, Global Talent ManagementKenexa, an IBM CompanyMarch 2008 - Present
Colonial Properties Trust January 2006 - December 2007
Wachovia July 2004 - January 2006
SouthTrust Bank January 1997 - June 2004
Compass Bank 1994 - 1996
American Cast Iron Pipe Company 1987 - 1993
Skills
Human Resources, Talent Management, HRIS, Applicant Tracking..., Onboarding, Performance Management, Strategy, Organizational..., Recruiting, Leadership, Employee Relations, Personnel Management, Technical Recruiting, Workforce Planning, Employee Engagement, Deferred Compensation, Talent Acquisition, Succession Planning, HR Consulting, Sourcing, Employer Branding
Education
University of Alabama at Birmingham 1988 — 1992
MBA, Business Administration
Auburn University 1983 — 1987
Bachelors, Human Resource Management
Free Agent - Looking for a New Job January 2015 - Present
Signature Consultants January 2014 - January 2015
Stone Laurel Consultants May 2013 - December 2013
Bank of America September 2004 - December 2012
National Multiple Sclerosis Society August 2003 - September 2004
Wachovia March 1996 - July 2003
Lockheed Missiles and Space 1987 - 1990
Skills
Design for Six Sigma..., Project Management..., Project Management, SDLC, Process Improvement, Vendor Management, Leadership, Program Management, Risk Management, Banking, Agile Project Management
Education
Auburn University 1990 — 1992
MBA, Finance
Auburn University 1978 — 1982
BS, Management
Wachovia
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
Bank of America July 2009 - December 2010
Wachovia Securities November 2006 - June 2009
Strategic Staffing Solutions February 2005 - June 2009
Wachovia February 2005 - October 2006
Family Dollar January 2004 - January 2005
Independant July 2003 - January 2004
Bank of America September 2000 - June 2003
Lockheed Martin Information Technology October 1997 - September 2000
Lockheed Martin IBS September 1997 - September 2000
Lockheed Martin Space Operations January 1989 - January 1995
Skills
Requirements Analysis, Oracle, ETL, Data Warehousing
Education
Belmont Abbey College
B.S. degree, Computer Information Systems
Oracle
Master's Certificate, Application
Wachovia Operational Risk Senior AnalystWachoviaJanuary 2005 - April 2007
Education
Bentley University 1987 — 1991
Wells Fargo September 2008 - Present
Wachovia November 2007 - September 2008
Wachovia May 2005 - November 2007
First Union National Bank 1999 - 2001
Education
Augusta State University - College of Business Administration 1998 — 1999
MBA, Master of Business Administration
Clarkson University 1990 — 1992
BS, Finance
SUNY Canton 1988 — 1990
AS, Business Administration
PNC November 2010 - Present
Wachovia August 2004 - December 2010
Wachovia August 2003 - July 2004
Education
Baruch College, City University of New York (CUNY)
BBA, Management, Finance
RDJ Consulting June 2013 - Present
Manulife Financial / John Hancock October 2008 - March 2013
Evergreen Investments June 2006 - October 2008
Wachovia June 2006 - October 2008
Integrity Financial Services Consulting 2005 - 2006
Fidelity Investments July 1995 - June 2005
Fidelity Capital Markets 1997 - 2005
Lehman Brothers 1991 - 1995
Skills
Capital Markets, Business Intelligence, Asset Management, Investments, Fixed Income Technology, Equities, Mutual Funds, Fixed Income, Mentoring, Securities, Financial Services, Portfolio Management, Asset Managment, Strategic Planning, Risk Management, Vendor Management, Enterprise Architecture, Bloomberg, Alternative Investments, Electronic Trading, Investment Management, Relationship Management, Trading, Analysis, Trading Systems, Outsourcing, Business Analysis, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, MBA
SUNY Albany
Bachelor of Arts (B.A.), Economics
wachovia
Education
Baruch College, City University of New York (CUNY) 1976 — 1978
US Banccorp April 2013 - Present
Wells Fargo December 2005 - April 2013
Wachovia June 2004 - December 2005
State University of New York January 2002 - December 2003
Skills
Quality Assurance, Testing, Test Automation, Analysis, Business Process..., Management, Strategy, Visual Basic, User Acceptance Testing, SDLC, Automation, Project Planning, Business Analysis, Requirements Analysis, Requirements Gathering, Vendor Management, Quality Center, Agile Methodologies, QTP
Education
State University of New York at Binghamton 2002 — 2004
Master's degree, Systems Science and Industrial Engineering
Wachovia
Education
Baruch College, City University of New York (CUNY) 1981 — 1986
M&T Bank August 2014 - Present
M&T Bank March 2013 - August 2014
First Niagara Bank April 2012 - March 2013
M&T Bank September 2008 - April 2012
Wachovia August 2007 - August 2008
Wachovia April 2002 - July 2007
Wells Fargo Home Mortgage June 2001 - April 2002
Wachovia, A Wells Fargo Company August 1998 - June 2001
Bank of America March 1997 - July 1998
Skills
Mortgage Lending, Banking, Risk Management, Legal Research, Real Estate, Credit, Bankruptcy, Privacy Law, Consumer Lending, Corporate Governance
Education
State University of New York at Buffalo - Law School 2005 — 2007
J.D.
Temple University - James E. Beasley School of Law 2004 — 2005
University at Buffalo 1996 — 1998
B.A., English
Binghamton University 1994 — 1996
Political Science
Lewiston-Porter Senior High School 1990 — 1994
Wachovia teacherst. maarten montessori school2004 - 2005
Waco ISD August 1999 - May 2004
Education
Baylor University 1994 — 1998
patrick henry high school 1991 — 1994
ITG October 2014 - Present
Tradeweb August 2012 - October 2014
Bonds.com August 2011 - June 2012
Cohen & Company March 2008 - July 2011
WaMu Capital Corp August 2006 - February 2008
Wachovia January 2005 - August 2006
Tullett Prebon June 2002 - January 2005
Skills
Bonds, Fixed Income, Trading, Investments, Electronic Trading, Emerging Markets, MBS, Series 24, Series 7, Series 63, ABS, Bloomberg, CDS, Capital Markets, Finance, Hedge Funds, Middle Office
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
BS, Economics
Deloitte August 2014 - Present
Deloitte September 2011 - July 2014
Deloitte October 2009 - August 2011
Holbrook Capital LLC October 2007 - August 2009
Wachovia June 2007 - August 2007
Skills
Management Consulting, Leadership, Business Process..., Financial Analysis, Strategy, Business Strategy, Mergers & Acquisitions, Change Management, IT Strategy, Risk Management, Business Analysis, Strategic Planning, Process Improvement, Finance, Financial Modeling, Microsoft Office
Education
Baruch College, City University of New York (CUNY) 2004 — 2009
BBA, Finance & Investments
Harvard Business School 2008 — 2008
Summer Venture Management Program (SVMP)
Ajilon Consulting Test Coordinator/Test ManagerSapphire2008 - Present
Wachovia 1999 - 2007
Education
Auburn University at Montgomery
BBVA Compass March 2011 - Present
Edward Jones November 2008 - March 2011
Frameworks Community Development Company July 2007 - June 2008
Wachovia July 2006 - October 2007
Standard Pacific Homes May 2004 - July 2006
David Weekley Homes February 2000 - June 2003
Liberty Bank 1997 - 2000
Liberty National Bank 1997 - 2000
Bank of the HIlls 1984 - 1991
Skills
Credit, Mortgage Banking, Real Estate, Loans, Loan Origination, Mortgage Lending, Relationship Management, Insurance, Investments, Leadership, Customer Service, Refinance
Education
Austin Community College
USAA September 2013 - Present
Ally Financial Inc. March 2011 - September 2013
Independent Consultant Banking June 2009 - March 2011
Wachovia July 2007 - June 2009
Fifth Third Bank April 2006 - July 2007
Wachovia Mortgage Company July 2004 - April 2006
Wachovia Bank March 2000 - June 2004
First Union /Wachovia 1998 - 2000
First Union / Wachovia 1998 - 1999
First Union / Wachovia 1996 - 1998
Skills
Leadership, Recruiting, Leading Change, Corporate Governance, Mortgage Lending, Credit, P&L Management, Loans, Mortgage Banking, Strategy, Finance, Banking, Retail Banking, Underwriting, Mergers & Acquisitions, Consumer Lending, FHA, Financial Services, Commercial Banking, Loan Origination, Sales, Coaching, Refinance, Credit Risk, Executive Management, Credit Analysis, Residential Mortgages, Management, Wealth Management, Portfolio Management, Commercial Lending, Loss Mitigation, Risk Management, Mortgage Underwriting, Investments, Leadership Development, Financial Risk, Mortgage Servicing, Commercial Mortgages, Change Management
Education
Auburn University 1981 — 1985
BS, Finance
Sonepar USA May 2008 - Present
Wachovia September 2007 - May 2008
MetLife February 2007 - August 2007
Ministry Of Interior, Abu Dhabi, UAE November 1999 - February 2007
Skills
SharePoint, Visio, Microsoft SQL Server, Disaster Recovery, IIS, Integration, SQL, Netbackup, Windows, AIX, Project Management, VMware, Business Analysis, JCL, SAN, TSO, EMC Storage, Solaris, Active Directory
Education
Bangalore University 1986 — 1990
Bachelor of Engineering (BE), Computer Engineering
Saint Aloysius , Kollam
The Newport Group July 2007 - Present
Wachovia July 2002 - July 2007
DST Innovis November 1998 - November 2001
EDS - Bellsouth Account July 1997 - November 1998
Skills
SharePoint, Windows 7, Team Building, Technical Support, Software Documentation, Business Analysis, Troubleshooting, Management, Visio, Help Desk Support
Education
Belmont Abbey College 1989 — 1994
Bachelor of Arts, Business Administration - Major, Computer Info Systems - Minor
Gaston College 2001 — 2003
AAS, Network Administration and Support
Moodys Investor Services July 2008 - Present
Moody's Investors Service September 2006 - July 2008
Wachovia November 2004 - September 2006
Skills
Financial Modeling, Credit Analysis, Financial Analysis, Corporate Finance
Education
Binghamton University - School of Management 2002 — 2004
Bachelor of Science Management, Finance
Wells Fargo August 2014 - Present
Wells Fargo July 2009 - August 2014
Wachovia December 2003 - June 2009
WBTV-TV July 2002 - November 2003
Accenture April 1998 - September 2000
Osprey November 1996 - April 1998
Bank of America January 1990 - November 1996
Skills
Leadership Development, Training, Leadership, Coaching, Human Resources, Project Management, Staff Development, Marketing, Budgets, Time Management, Customer Service, Business Process, Performance Management, Needs Analysis, Performance Consulting, Technology Needs..., Workshop Facilitation, Program Management, Strategy, Instructional Design, Organizational..., Strategic Planning, Interviews, Curriculum Development
Education
Northwestern University 2000 — 2001
M.S., Journalism with a Concentration in Broadcast
Berea College 1986 — 1989
B.A., English
Forest Park High School
Fifth Third Bank September 2009 - January 2014
JPMorgan Chase October 2007 - September 2009
Wachovia August 2005 - September 2007
Education
Auburn University 1999 — 2003
finance
Auburn University, College of Business 1999 — 2003
finance
JPMorgan Chase & Co. October 2010 - Present
Wachovia June 2008 - October 2010
UBS Investment Bank 2002 - 2008
Skills
Derivatives, Commodity, Interest Rate..., Stress Testing, VAR, Bond Pricing, CCAR, Volker Rule, Basel III, Dodd-Frank, Basel II, Stress VAR, Accounting
Education
University of Houston
MBA, Finance
Bengal Engineering and Science University, Shibpur
Bachelor of Science (BS), Electrical, Electronics and Communications Engineering
Tribridge Residential June 2011 - Present
E.D.D.S LLC September 2008 - June 2011
Community Management Associates September 2007 - August 2008
United Dominion Realty Trust August 2002 - September 2007
United Dominion 1997 - 2007
Archon Group February 2002 - August 2002
Wachovia 1993 - 1995
Skills
Residential Homes, Turnaround Experience, Customer Service, Budgets
Education
IREM 2015 — 2017
CPM Candidate
Barney Fletcher School of Real Estate 2003 — 2003
Real Estate Sales License
Berry College 1989 — 1993
BS, Finance and Economics
Saratoga Financial Systems March 2010 - June 2012
San Francisco Police Department August 2009 - November 2009
Wachovia July 2007 - November 2008
World Savings and Loan/Wachovia January 1997 - November 2008
World Savings January 1997 - July 2007
Skills
COBOL, CICS, MVS, TSO, JCL, Easytrieve, Mainframe, Visio, Disaster Recovery, ISPF, Xpediter, SDLC, VSAM, Requirements Gathering, Testing, DB2, Requirements Analysis, Fileaid, Business Requirements, IBM Utilities
Education
Ball State University
M.A.E., math education and computer science
Ball State University
B.S., Elementary Education
Wells Fargo March 2007 - Present
Wachovia April 2005 - March 2007
Wachovia September 2000 - April 2004
Skills
Quality Center, Quality Assurance, User Acceptance Testing, Test Planning, Software Quality..., SDLC, Regression Testing, Test Cases, Waterfall, Defect Tracking, Manual Testing
Education
Belmont Abbey College 2002 — 2004
BS, Biology
Central Piedmont Community College
Associate of Science (AS)
Wells Fargo 2009 - Present
Wachovia 2005 - 2009
Wachovia Securities, LLC 2003 - 2005
Wachovia Securities, LLC 1996 - 2003
McKesson 1995 - 1996
Resource Opportunities Inc 1993 - 1994
Muhleman & Associates 1991 - 1992
The Bernstein Companies 1987 - 1989
Coldwell Banker Residential Real Estate, DC 1985 - 1987
Skills
Risk Management, Business Process..., Analysis, Management, PMO, Budgets, Banking, Financial Services, Process Improvement, Operational Risk..., Relationship Management, SDLC, Leadership
Education
Averett University 1997 — 1999
BA, Business Administration
Vincennes University 1982 — 1983
BB&T March 2011 - Present
First Western Financial, Inc. December 2008 - May 2010
Exclusive Resorts August 2005 - October 2008
Wachovia 1998 - 2005
Bernstein Investment Research and Management June 1996 - November 1998
Bank of America June 1987 - June 1996
Skills
Sales Management, Marketing, Marketing Strategy, Staff Development, Selling, Financial Analysis, Business Development, Investments, Strategic Financial..., Mergers, New Business Development, Sales, Mergers & Acquisitions, Leadership, Portfolio Management, Strategy, Strategic Partnerships, Management, Business Planning, Sales Process, Sales Operations, Change Management, Executive Management, Financial Services, Relationship Management, Banking, Asset Management, Finance
Education
Indiana University of Pennsylvania 1979 — 1982
MBA, Finance
Bethany College 1977 — 1981
Indiana University of Pennsylvania
BA, Business Administration
Bank of America June 2013 - August 2013
Wells Fargo October 2012 - May 2013
TIAA-CREF January 2011 - September 2012
Bank of America August 2010 - November 2010
Wells Fargo September 2009 - July 2010
Domtar November 2007 - March 2009
Wachovia January 2006 - December 2007
Skills
MS Project, Information Technology, Information Security..., Information Management, IT Project & Program..., IT Business Management, Business Analysis, Project Coordination, Resume Writing
Education
Belmont Abbey College 2007 — 2011
BA, Business Management
Wells Fargo 2009 - 2011
Wachovia 2003 - 2009
First Union National Bank 2000 - 2003
First Union National Bank 1996 - 2000
First Fidelity Bank, NA 1993 - 1996
First Fidelity Bank, NA 1992 - 1993
First Fidelity Bank, NA 1990 - 1992
Fidelity Bank, NA 1988 - 1990
Fidelity Bank, N.A. 1987 - 1988
Fidelity Bank, N.A. 1985 - 1987
Skills
Underwriting, Risk Management, Credit Analysis, Loans, Credit, Credit Risk, Financial Services, Capital Markets, Banking, Commercial Lending, Financial Risk, Relationship Management, Commercial Banking, Financial Analysis, Due Diligence, Finance, Portfolio Management
Education
Cornell University - S.C. Johnson Graduate School of Management 1981 — 1983
MBA (with distinction)
Binghamton University 1973 — 1976
BA
Wells Fargo September 2009 - Present
Wachovia Bank December 2008 - Present
Wachovia Bank January 2008 - December 2008
Wachovia January 2002 - December 2007
Education
Belmont Abbey College 1998 — 2000
Bachelor or Arts, Business Management
Malatesta Appraisal December 2008 - Present
Wachovia January 2002 - November 2008
World Savings 2002 - 2006
Accountants Inc. 1990 - 1996
Skills
FHA, REO, Real Estate, Foreclosures, Short Sales, Single Family Homes
Education
Bentley University 1974 — 1978
BS, Accounting
Capital One April 2011 - Present
Alcatel-Lucent June 2001 - March 2011
Wachovia May 1988 - June 2001
Skills
Cross-functional Team..., Product Management, Business Development, Telecommunications, Vendor Management, Business Planning, Forecasting, Strategic Financial..., Risk Management, Cloud Computing, Corporate Finance, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2008
Masters, Finance
Belmont Abbey College 1983 — 1987
BA, Business Administration
Pope John XXIII High School 1980 — 1983
Montgomery Central Appraisal District February 2011 - Present
RLM Valuation Group November 2008 - February 2011
Wachovia October 2006 - November 2008
World Savings June 1994 - October 2006
Skills
FHA, Appraisals, Property, Residential Homes, Real Estate, Commercial Real Estate, Mortgage Lending, REO, Foreclosures, Mortgage Banking, Loans
Education
Baylor University - Hankamer School of Business 1980 — 1984
BBA, Management/Marketing
Richfield High School, Waco, TX 1976 — 1980
WACHOVIA studentAuburn University Montgomery2008 - 2008
Arby's Restaurant Group May 2004 - May 2006
Education
Auburn University at Montgomery
bachelors, finance
Wachovia, A Wells Fargo Company January 2010 - Present
Wachovia August 1983 - September 2008
Wachovia Bank January 2001 - January 2008
Wachovia January 1997 - January 2001
Wachovia January 1994 - January 1999
First Union January 1990 - January 1994
Education
Averett University 1975 — 1979
BS, Retail/Mangement
Averett College
BS, Business Management
Wells Fargo October 2010 - Present
Wachovia December 2003 - Present
Hewlett-Packard March 2003 - December 2003
Pharmaceutical Industry March 2000 - December 2002
Sonata Software February 1999 - March 2000
Skills
Web Services, SOA, Java Enterprise Edition, Weblogic, Spring, Enterprise Content..., EMC Documentum, Oracle Universal..., Business Process..., EMC xCP, Agile Methodologies, Oracle, Eclipse, SOAP, Documentum, XML, JSP, WebLogic, Spring Framework
Education
Bangalore University
Bachelor of Engineering, Computer Science
Citi Group December 2010 - Present
Wachovia November 2006 - September 2010
Synechron May 2006 - September 2010
Zensar April 2003 - May 2006
Cygsoft June 2000 - April 2003
Skills
SDLC, Requirements Analysis, Java Enterprise Edition, Linux, Project Management, Software Project..., PMP, SOA, Requirements Gathering, Software Design, Application Architecture, SOAP, Business Analysis, Agile Methodologies
Education
Project Management Institute 2006 — 2007
PMP, Project Management Professional
University of Pune 1998 — 2000
MBA, Information Technology
Bharati Vidyapeeth 1992 — 1996
BE, Production
The C12 Group August 2008 - Present
Willow Creek Community Church May 2005 - May 2008
Wachovia November 2000 - August 2005
Merrill Lynch Investment Managers December 1995 - November 2000
Northern Trust April 1991 - December 1995
Skills
Organizational..., Team Building, Leadership Development, Mentoring, Leadership, Coaching, Entrepreneurship, Executive Coaching, Small Business, Non-profits, Public Speaking, Strategic Planning, Fundraising, Sales Management, Staff Development, Conflict Resolution, Management Consulting, Teaching, Team Leadership, Event Planning, Training, Community Outreach, Risk Management, Budgets
Education
Bethel University 2005 — 2008
Masters, Leadership
Illinois State University 1977 — 1982
Bachelors, Sports medicine and business
Wachovia May 2006 - Present
Wachovia January 2002 - April 2006
Wachovia June 2000 - January 2002
Wachovia August 1997 - June 2000
Wachovia November 1993 - August 1997
Education
Belmont Abbey College 1985 — 1989
Bachelor of Arts, Business, English Minor
Wells Fargo December 1999 - Present
Wachovia 1999 - Present
Wells Fargo Bank 1999 - Present
Skills
SQL, Agile Methodologies, SDLC, CICS, COBOL, VSAM, SOA, Visio, Requirements Analysis, DB2, TSO, Data Modeling, Requirements Gathering, Business Requirements, Software Project..., Software Documentation, Systems Analysis, Business Analysis, SharePoint, Integration
Education
Bentley College
Bachelor Of Science, Computer Information Systems
RSC Advisors July 2011 - Present
Regions Business Capital July 2009 - July 2011
Wachovia Bank January 2001 - July 2009
Wachovia 2001 - 2009
Wachovia Bank May 2003 - July 2006
Wachovia Bank January 2001 - April 2003
Bank of America July 1990 - October 2000
GlenFed Financial Corporation February 1986 - June 1990
Glenfed 1986 - 1990
GE Capital April 1970 - January 1986
Skills
Portfolio Management, Asset Based Lending, Small Business Lending, Capital Markets, Financial Modeling, Commercial Banking, Strategic Financial..., Banking, Valuation, Mergers, Mergers & Acquisitions
Education
Georgia State University - J. Mack Robinson College of Business 1970 — 1972
MBA, Finance
Baruch College, City University of New York (CUNY) 1960 — 1969
BBA, Finance
National Wild Turkey Federation March 2010 - Present
MCG Health October 2006 - February 2010
MCG Health April 2005 - October 2006
Wachovia 1993 - 2004
Skills
Fundraising, Research, Grants, Event Planning, Nonprofits, Strategic Planning, Budgets, Public Relations, Social Media, Microsoft Office, Microsoft Excel, Leadership, Customer Service, Grant Writing
Education
Augusta State University - College of Business Administration 1998 — 2002
Bachelor, Finance
Wachovia, A Wells Fargo Company 2009 - May 2011
Wachovia 1997 - 2009
Skills
Technical Writing, SnagIt, Microsoft Office, Microsoft Word, Leadership, Editing, Public Speaking, Microsoft Excel, Customer Service, Visio, Software Documentation, Team Building
Education
Auburn University 1984 — 1986
M.Ed., Instructional Design
Wells Fargo May 2004 - Present
Wachovia March 2003 - May 2004
Wachovia September 2001 - May 2004
Skills
Performance Consulting, Relationship Management, Performance Management, Process Improvement, Needs Analysis, Change Management, Coaching, Banking, Leadership, Employee Training, Training, Management, Strategy, Team Leadership, Project Management
Education
Averett University 2006 — 2008
MBA, Business Administration
Freed-Hardeman University 1979 — 1981
BS, Secondary Education /English
Wachovia October 1998 - August 2009
Education
Belmont Abbey College 2006 — 2010
Business, Business Management/Marketing
Wells Fargo December 2009 - Present
Wells Fargo January 2009 - December 2009
Wachovia Bank 2007 - 2009
Wachovia July 2006 - December 2007
Wachovia November 2000 - July 2006
Education
University of North Carolina at Charlotte 1999 — 2010
Master's Degree, Computer Science
Beijing University of Technology
Bachelor's Degree, Computer Science
Bank of America 2010 - Present
Wachovia February 1998 - September 2008
Merrill Lynch September 1996 - February 1998
Union Bank of Switzerland January 1992 - September 1996
Skills
Fixed Income, Market Risk, Credit Derivatives, Trading, FX Options, Quantitative Finance, Hedge Funds, Interest Rate..., Derivatives, Equities, Pricing, Risk Management, Quantitative Analytics
Education
Bangalore University 1972 — 1979
B.S, Electrical Engineering
Princeton University
Ph. D, Computer Science
University of California, Berkeley
Berkeley M.S, Operations Research
Wells Fargo Advisors LLC July 2013 - Present
Wells Fargo February 2011 - July 2013
Wells Fargo April 2010 - January 2011
Wachovia May 2007 - April 2010
Education
Fresno Pacific University 2000 — 2002
BA, Bachelor of Arts Business Finance
Bakersfield College 1999 — 2000
AA, Associate of Arts
Regions Financial Corporation June 2014 - Present
Regions Financial Corporation March 2011 - June 2014
Wachovia June 1989 - March 1996
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Risk, Loans, Portfolio Management, Small Business Lending, Underwriting, Treasury Management, Consumer Lending, Commercial Mortgages, Lines Of Credit, Asset Based Lending
Education
Emory University - Goizueta Business School 1987 — 1989
Master of Business Administration (MBA)
Auburn University 1982 — 1986
Bachelor’s Degree, Accounting
Mountain Brook High School
Self-employed 2013 - Present
KeyBanc Capital Markets May 2010 - January 2013
Piper Jaffray March 2008 - May 2010
Wachovia August 1999 - January 2007
Skills
FINRA, Securities, Capital Markets, Series 24, Equities, Private Equity, Series 7, Hedge Funds, Private Placements, Mergers & Acquisitions, Investment Banking, AML, Series 63, Fixed Income, Corporate Governance
Education
Bates College
George Mason University School of Law
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Merrill Lynch Trust Company April 2007 - Present
Wachovia June 2004 - August 2006
Cititgroup/Smith Barney June 2000 - June 2004
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Equities, Estate Planning, Estate Tax Planning
Education
Baylor Law School 1986 — 1989
Juris Doctor, Law
Baylor University 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo Securities September 2012 - Present
Sagent Advisors January 2009 - September 2012
Wachovia January 1996 - January 2009
Education
Baylor University 1986 — 1991
Economics
prefer not to say November 2010 - Present
prefer not to say November 2010 - Present
Piedmont Plastics January 2005 - July 2005
wachovia June 1994 - August 2004
Education
Belmont Abbey College 2010 — 2011
none was wanting to become a 2nd grade teacher funds dried up, Elementary Education and Teaching
Central Piedmont Community College
college transfer classes and computer classes, Elementary Education and Teaching
Richland School District One August 2001 - Present
Wachovia May 1995 - July 2001
Skills
Teacher of: Social..., Lesson Planning
Education
Columbia College (SC) 2007 — 2009
Master's degree, Divergent Learning
Benedict College
Bachelor of Science, Elementary Education and Teaching