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
Daigle Household October 2009 - Present
Wachovia May 2007 - May 2009
United First Credit Union 2008 - 2009
Skills
Operational Efficiency, Organizational..., Budget Reconciliation, Customer Service, Customer Retention, Customer Satisfaction, Client Development, Client Counseling, Manage Client..., Client Representation, Process Efficiency, Production Efficiency, Cash Handling Experience, Cash Management, Appointment Scheduling
Education
Liberty University 2010 — 2012
Bachelor of Science (B.S.), Pschology: Life Coaching
Cape Fear Community College 2006 — 2008
Associates in Arts, Accounting
Cognizant Technology Solutions January 2015 - Present
SourceHOV January 2014 - January 2015
Bank of the West April 2010 - December 2013
Blue Shield of California June 2008 - May 2010
Washington Mutual July 2003 - May 2008
Wamu 2003 - 2008
Capitol Commerce Mortgage Company January 2003 - June 2003
Wachovia November 2000 - August 2002
The Money Store January 2000 - June 2000
Education
University of the Pacific - McGeorge School of Law 1994 — 1997
Juris Doctorate
California State University-Sacramento 1989 — 1993
Washington Lee High School 1985 — 1989
American School of Niamey 1983 — 1985
Wells Fargo Financial November 2008 - Present
Wachovia June 2006 - November 2008
StellarOne Bank June 2005 - June 2006
Skills
Wealth Management, Banking, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Mutual Funds, Securities, Estate Planning, Asset Allocation, Asset Management, Financial Analysis, Retirement, Investment Advisory, Investment Management, Wealth Management..., Private Banking, High Net Worth..., Financial Planning
Education
Campbell University 2003 — 2005
Master of Business Administration (M.B.A.), Trust and Wealth Management
Campbell University 2000 — 2005
Bachelor of Business Administration (BBA), Trust and Wealth Management
Zecco Trading March 2008 - March 2012
Wachovia February 2005 - April 2007
HSBC 2003 - 2005
Skills
Series 7, Loans, Trading, Series 63, Securities, Mutual Funds, FINRA, Retirement Planning, Series 24, Investments, Wealth Management, Equities, Uniform Combined State..., Asset Allocation, Options, Business Development, Regional Development, ETFs, Finance
Education
California State University-Los Angeles
English Language and Literature/Letters
Stonegate Mortgage Corporation (NYSE: SGM) October 2014 - Present
Crossline Capital 2008 - September 2014
Wachovia 2007 - 2008
World Savings 1996 - 2007
Skills
Refinance, Mortgage Banking, Loans, Mortgage Lending, Management, Credit, USDA, Loan Origination, FHA
Education
California State University-San Bernardino
Valley View HS
CGI 2012 - Present
Informatix, Inc October 2011 - February 2012
CoreLogic June 2011 - October 2011
Wachovia 2005 - January 2011
Wachovia Small Business Capital 2004 - 2005
Homeq Servicing 2000 - 2004
Skills
Risk Management, Software Documentation, Visio, SDLC, Financial Analysis, Business Analysis, Banking, Credit
Education
California State University-Sacramento 1999 — 2004
ViaSat Inc. April 2015 - Present
Process Peak LLC June 2009 - April 2015
Gallo Wine Company October 2008 - June 2009
Advanced Marketing Strategies June 2007 - June 2008
Quiksilver September 2006 - December 2006
Wachovia August 2005 - December 2005
Skills
Marketing, Online Advertising, Email Marketing, Social Media Marketing, Advertising, Social Media, Marketing Strategy, Account Management, Online Marketing, Integrated Marketing, Lead Generation, Social Networking, Public Relations, Digital Media, Sales, Market Research, Entrepreneurship, Strategy, Direct Mail, Press Releases, Direct Marketing, Brand Development, SEO, SEM, Sales Management, Digital Marketing, Google Analytics, Market Planning, Strategic Planning, Leadership, New Business Development, Team Building, Management, Customer Service, Marketing Communications, Business Development
Education
California State University-Long Beach - College of Business Administration 2002 — 2006
Bachelor of Science, Business Adminstration/Marketing
Westminster School Of Business 2004 — 2004
Business, Marketing
USAA April 2012 - Present
University of Texas Health Science Center at San Antonio January 2009 - April 2012
Wachovia April 2008 - December 2008
Wachovia September 2006 - April 2008
Wachovia April 2005 - September 2006
Wachovia July 2003 - March 2005
Wachovia May 2002 - July 2003
Ultraserv, Inc. April 1995 - December 2001
Education
California State University-Fullerton 1989 — 1995
BA in Business Administration, HR Management
Oracle February 2014 - Present
Westamerica Bank June 2010 - January 2014
Wachovia July 2007 - October 2008
World Savings August 2000 - June 2007
Skills
Applicant Tracking..., Recruiting, Banking, Employee Relations, Human Resources, Sourcing, Internet Recruiting, Leadership, Coaching, Interviews, Talent Acquisition, Hiring, Management, Training
Education
California State University-Hayward
Bachelor of Science (BS), Business Administration (Option in Human Resources Management)
Wells Fargo June 2015 - Present
U.S. Trust September 2009 - June 2015
US Trust May 2008 - August 2008
Bank of America May 2007 - August 2007
Wachovia June 2006 - August 2006
Skills
Wealth Management
Education
Campbell University 2004 — 2009
MBA, BBA Trust and Wealth Management, Business
KP Appraisal November 2008 - Present
Wachovia October 2001 - November 2008
World Savings October 2001 - November 2008
Skills
Real Estate, Appraisals, FHA, Management, Residential Homes, Foreclosures, Valuation, Short Sales, Mortgage Lending, Refinance, REO
Education
University of California, Santa Barbara 1984 — 1989
B.A., Business Economics
California State University-Hayward - School of Business and Economics
M.B.A., Finance, Human Resources Management
RH Real Estate Brokerage 2013 - Present
Prime Equity Mortgage 2013 - Present
RH CAPITAL 2012 - Present
Topstep Trader April 2011 - Present
Executive Realtors Real Estate & Mortgage November 2006 - February 2009
Wachovia October 2004 - November 2006
Morning Star Real Estate & Mortgage Services July 2001 - August 2004
Skills
Equities, Trading, Investments, Risk Management, Financial Markets, Technical Analysis, Financial Analysis, Credit, Financial Modeling, Securities, Real Estate License, Short Sales, Real Estate Financing, Mortgage Servicing, Mortgage Analytics, Brokerage, Loans, Mortgage Lending, Asset Management, Options, Banking, Finance, Valuation, Loss Mitigation, Portfolio Management
Education
California State University-Sacramento 2009 — 2011
Bachelor of Science, Business Administration, concentration: Finance & Economics
The Federal Reserve Bank of San Francisco June 2013 - Present
The California Endowment April 2009 - Present
Wachovia July 2006 - October 2008
Wachovia October 2003 - July 2006
Wachovia August 1998 - October 2003
Skills
Microsoft Office, Concur, Gifts, Human Resources, SharePoint, Administrative..., Payroll, Strategic Planning, Organizational..., Customer Service, Non-profits, Microsoft Excel, Nonprofits
Education
Cal State Hayward
Business Administration
Wells Fargo and Company E-Business Systems Consultant: Enterprise Customer Business Services, AVPWells Fargo and CompanyApril 2010 - Present
Wachovia January 2004 - April 2010
Hite Resources, Inc. December 2002 - January 2004
Management Concepts, Inc. June 2000 - November 2002
First Union August 1993 - December 1999
Wake Technical Community College 1988 - 1993
Skills
Business Sys,..., Project Management, Analysis, Documentation, Process Improvement, Banking, Consulting, New Business Development, Coaching, Software Documentation, Training, Leadership, CRM, Business Analysis, Requirements Analysis, Sales, Vendor Management, Program Management
Education
Campbell University 1982 — 1986
BA
Tabor City High School 1978 — 1982
A Much Better Way May 2005 - Present
Wachovia August 1998 - September 2001
Skills
E-commerce, Social Media, Small Business, Online Advertising, Entrepreneurship, Marketing, Social Networking, Online Marketing, Marketing Strategy, Retail, Social Media Marketing, Advertising, Sales, SEO, Blogging, Sales Management, Merchandising, Brand Development, Fashion, New Business Development, Marketing Communications, Facebook, Email Marketing, Start-ups, Brand Management, Direct Marketing, Public Relations, Web Marketing, SEM, Lead Generation, Online Retail
Education
Calvin College 1989 — 1992
BS, Business/Finance
Ross Corners 1976 — 1988
Wells Fargo Home Mortgage March 2009 - Present
Wachovia October 2006 - March 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Loan Origination, Notary Public, California Real Estate..., Sellers, Refinance, Loans, FHA, Mortgage Banking, FHA financing, Residential Mortgages, VA loans, USDA, Investment Properties, FHA Financing, First Time Home Buyers, VA Loans, Mortgage Lending, Foreclosures, Real Estate
Education
California State University-Northridge
Bachelor of Science (BS), Business Administration - Management
University of Maryland College Park
Taipei Taiwan, General Studies
Bank of America July 2011 - Present
Wachovia January 2003 - December 2010
Education
California State University-Sacramento
BA, Organizational Communication
ResCare November 2009 - Present
ResCare October 2012 - December 2013
Wachovia January 2011 - April 2011
Citi Smith Barney January 2008 - February 2008
D.L. Davis & Company January 2007 - February 2007
Skills
Accounts Receivable, Payroll, Accounting, Analysis, Finance, Account Reconciliation
Education
Campbell University 2009 — 2010
Master of Business Administration (MBA), Finance Concentration, Cum Laude
Salem College 2005 — 2009
Bachelor of Arts, Business Administration with Finance Concentration, Minors in Economics and Spanish, Summa Cum Laude
Opes Advisors October 2013 - Present
JPMorgan Chase January 2011 - September 2013
Wachovia October 2008 - October 2009
A Hendryx Real Estate Group/IQ Smarter Investments December 2005 - October 2008
Washington Mutual July 2003 - December 2005
Bank of America July 1998 - June 2003
Skills
Mortgage Lending, Mortgage Underwriting, Mortgage Banking, Underwriting, Loans, Credit, Banking, Credit Risk, Loan Origination, FHA, Refinance, Risk Management, FHA financing, Residential Mortgages, Financial Risk, Wholesale Lending, Credit Analysis, Government Loans, Home Equity Lines of..., Home Equity Loans, Non-Conforming, Customer Service, Coaching, Recruiting, Real Estate Financing, Sales, Microsoft Excel, Residential Homes, Retail Banking, Real Estate Economics, Loss Mitigation, USDA, VA loans, FHA Financing, VA Loans
Education
California State University-Sacramento 1999 — 2002
SmartZip January 2015 - Present
Unum January 2014 - January 2015
TriNet November 2011 - January 2014
Wells Fargo February 2010 - November 2011
Wells Fargo - Customer Service and Sales Operations April 2008 - April 2010
Wachovia January 2007 - February 2008
World Savings January 2004 - January 2007
CSAA January 2003 - January 2004
Major League Baseball June 1992 - October 1999
Skills
Call Center, Insurance, Banking, Client Retention, Customer Service, Customer Satisfaction, Customer Experience, Customer Relations, Coaching, Team Building, Sales Management, Customer Retention, Social Networking, Call Centers, Credit, Leadership, Vendor Management, Human Resources, Management, Strategic Planning, Recruiting, Strategy, Process Improvement, Sales, Selling, Training, CRM, Change Management, Solution Selling, Analysis, Business Development, Time Management, Account Management, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2009 — 2009
Certificate, Management - Wells Fargo & Co. Leaders Program
California State University-Long Beach - College of Business Administration 1990 — 1995
Bachelor of Science, Finance
Southern University and Agricultural and Mechanical College at Baton Rouge 1989 — 1990
Undergraduate Studies
Salesian High School 1985 — 1988
Biogen July 2015 - Present
Biogen Idec January 2011 - Present
Walton Services August 2006 - Present
Walton Services August 2006 - Present
Kelly Scientific (Biogen Idec) May 2010 - January 2011
Wachovia, A Wells Fargo Company January 2004 - September 2006
Wachovia January 2004 - September 2006
Skills
Biotechnology, Cell Culture, GMP, Management, Microbiology, Pharmaceutical Industry, Quality Assurance, Sop, Validation, FDA, Technology Transfer, Regulatory Affairs
Education
Northeastern University 2015 — 2017
Master of Business Administration (M.B.A.)
Campbell University 2008 — 2011
Bachelor of Science, Pharmaceutical Science
BOCM Appraisal Management Company April 2010 - Present
JB Appraisals October 2008 - March 2010
Wachovia World Savings September 1991 - October 2008
World Savings September 1992 - September 2008
Wachovia Mortgage 1991 - 2008
Wachovia Bank 1991 - 2008
World Savings Bank 1991 - 2008
Wachovia 1991 - 2008
Skills
Real Estate, Valuation, Property, Appraisals, Residential Homes, Single Family Homes
Education
California State University-Hayward - School of Business and Economics 1982 — 1988
Business Administration, Management
Wells Fargo Home Mortgage July 2004 - Present
Wachovia 2004 - 2009
World Savings 2004 - 2009
Skills
FHA, Mortgage Lending, Loans, Refinance, Loan Origination, Residential Mortgages, REO, First Time Home Buyers, FHA financing, VA loans, Investment Properties, HUD, Underwriting
Education
California State University-Fullerton 2000 — 2004
BA, Communications-Public Relations
Wells Fargo September 2014 - Present
Wells Fargo November 2009 - September 2014
Wells Fargo April 2009 - November 2009
Wachovia April 2008 - April 2009
Bank of America 2007 - 2008
Bank of America 2006 - 2007
Bank of America 2001 - 2006
Bank of America 1984 - 2001
Skills
Commercial Banking, Commercial Lending, Retail Banking, Credit, Sales Management, Change Management, Financial Modeling, Small Business Lending, Sales, Credit Risk, Banking, Loans, Credit Analysis, Due Diligence, Corporate Finance, Leadership, Portfolio Management, Relationship Management, Mortgage Lending, Treasury Management, Asset Based Lending, Loan Origination, Underwriting, Finance, Cash Management, Financial Services, Lines Of Credit, Middle Market, Consumer Lending, Mortgage Banking, Wealth Management, Financial Analysis
Education
California State University-Sacramento 1987 — 1989
MBA
Wells Fargo March 2010 - Present
Wachovia May 2006 - October 2007
Barnett Bank 1997 - 2001
Education
Capella University 2007 — 2012
Project Management
University of South Florida 2007 — 2008
Certificates, Project Management, Financial Planning
Indiana University Bloomington 1987 — 1992
BS, Econ
Skiles Test Elementary
Local Lighthouse April 2015 - Present
Local Splash.com (a Relevant Ads Company) March 2010 - March 2015
Feldman Law Center April 2009 - March 2010
Wachovia 2005 - 2008
World Savings 2002 - 2005
World Savings 1994 - 2002
United States Navy 1983 - 1987
Disneyland 1980 - 1981
Skills
Cold Calling, Sales Management, Training, Marketing, Organizational..., Sales, SEO, Email Marketing, Leadership, CRM, SEM, Analysis, Lead Generation, Project Management, Budgets, Business Development, Small Business, Entrepreneurship, Online Marketing, Start-ups, Account Management, Social Media Marketing, Online Advertising, E-commerce, New Business Development, Social Networking, Marketing Strategy, PPC, Strategic Partnerships, Selling, Analytics, Digital Marketing, Management, Web Analytics, Salesforce.com, Direct Marketing
Education
California State University-Long Beach 1979 — 1983
Business Administration
Live Oak Brokerage July 2010 - Present
HouseTech, Inc. April 2008 - January 2012
Wachovia April 2007 - April 2008
Fremont Investment and Loan January 2006 - March 2007
NationPoint October 2004 - January 2006
Long Beach Convention & Entertainment Center October 2002 - October 2004
Skills
Loans, FHA, Credit, Mortgage Lending, Loan Origination, Reverse Mortgages, Banking, Real Estate, Residential Mortgages, VA loans, Customer Satisfaction, Underwriting, Mortgage Banking, Sales, Customer Service, Refinance, Credit Analysis, Real Estate Economics
Education
California State University-Long Beach 1998 — 2002
BA, Interpersonal & Organizational Communication
Bank of America February 2010 - Present
A Just Appraisal December 2008 - February 2010
Wachovia June 2004 - November 2008
World Savings June 1993 - August 1998
Skills
Appraisals, FHA, REO, Valuation, Underwriting, Real Estate
Education
California State University-Northridge
B.S., Business Administration
Price Family Household September 2007 - Present
Wachovia April 2007 - September 2007
Skills
Event Planning, Time Management, Event Management, Cpr Certified, Community Outreach, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Childcare, Logistics Management, First Aid Certified, Home Organization, Experience Working with..., Attention to Detail, Personal Shopping, Training, Desktop Publishing, Cognitive Development, House Management, Wedding Planning, Non-profit Volunteer, Lifeguarding, Home Care, Pages (MAC Application), Creativity, Day Of Coordination, Social Media, Customer Service, Photography, Party Planning
Education
UNC Charlotte
Canisius College 2004 — 2006
Bachelor of Arts (B.A.), Psychology
Corning Community College 2002 — 2004
Associate of Arts and Sciences (A.A.S.), Psychology
Forsyth Technical Community College January 2015 - Present
Center For Credentialing & Education August 2014 - Present
Independent July 2013 - Present
Center For Credentialing & Education September 2013 - July 2014
BB&T October 2005 - July 2013
BB&T July 2001 - September 2005
Wachovia January 2001 - June 2001
Wachovia July 1999 - December 2000
Wachovia January 1998 - June 1999
Wachovia November 1995 - December 1997
Skills
Banking, Analytics, Segmentation, Financial Analysis, Marketing Strategy, Product Marketing, Cross-functional Team..., Change Leadership, Thought Leadership, Organizational..., Change Management, Product Management, Management, Mergers, Strategic Planning, Strategy, Marketing, Mergers & Acquisitions, Portfolio Management, Risk Management, Business Analysis, Direct Marketing, Entrepreneurship, New Business Development, Financial Services, Leadership, Market Analysis, Analysis, CRM, Business Intelligence, Brand Management, Program Management, Forecasting, Vendor Management, Finance, Project Management, Integrated Marketing, Budgets, Sales, Executive Management, P&L Management, Pricing, Marketing Management, Product Development, Training, Competitive Analysis, Credit, Business Development, Marketing Research, Sales Management
Education
Loyola Marymount University, College of Business Administration 1983 — 1987
MBA, marketing, finance, international bus.
California State University-Long Beach 1976 — 1978
BA, Economics
Allianz Life Insurance Company 2007 - 2012
Global Supply Management 2006 - 2007
Wachovia 1996 - 2006
Skills
Strategic Sourcing, Contract Negotiation, Cross-functional Team..., Strategic Planning, Leadership, Procurement, Risk Management, Project Management, Management, Process Improvement, Sourcing, Strategy, Negotiation, Supply Chain, Team Building
Education
Wake Forest University - Babcock Graduate School of Management
MBA
Cardinal Stritch University
Masters of Science in Management (MSM)
St Catherine University
Leaders of the New Millenium, Women's Leadership Certification
College of St. Catherine
BS, Communication/Business
Central Piedmont Community College
Six Sigma, Green Belt
Apple February 2012 - Present
Lowe's Home Improvement December 2010 - August 2011
Wachovia, A Wells Fargo Company December 2009 - December 2010
GSP Marketing Technologies January 2009 - April 2009
Wachovia September 2008 - January 2009
Discover Financial Services March 2004 - June 2007
Yesmail June 2000 - June 2006
Oracle December 1996 - June 2000
Skills
Agile Training Camp..., Direct Marketing, Corporate Branding, Project Management, Marketing, Email Marketing, Customer Service, Online Advertising, Management, Cross-functional Team..., Advertising, Brochures
Education
California State University-Long Beach 1991 — 1995
Bachelor of Arts, Therapeutic Recreation
Wells Fargo July 2014 - Present
Wells Fargo August 2010 - July 2014
Wachovia, A Wells Fargo Company April 2009 - August 2010
Wachovia July 2007 - April 2009
Wachovia April 2002 - July 2007
Austin Computer Diagnostics April 2001 - March 2002
Texas Pioneer Insurance May 2000 - April 2001
Skills
Process Improvement, Strategic Planning, Six Sigma, Governance, PMI, Business Analysis, Risk Management, PMO, Banking, Change Management, Program Management, Business Process..., Project Management, Project Portfolio..., Vendor Management, PMP, SDLC, Visio, Business Requirements, Portfolio Management, Leadership, Integration, Strategy, Business Process, Management, Financial Services
Education
Capella University 2008 — 2011
BS, Business Project Management, 4.0
Coastal Bend College 1998 — 2000
AAS, Criminal Justice
SunTrust Robinson Humphrey January 2013 - Present
Imperial Capital, LLC January 2009 - January 2013
Wachovia September 1999 - August 2008
CIBC World Markets December 1987 - September 1999
Education
University of Southern California - Marshall School of Business 1983 — 1985
MBA, Business, Finance
California State University-Northridge 1977 — 1982
Bachelor's Degree, Engineering
Wells Fargo June 2009 - Present
Wachovia, A Wells Fargo Company June 2007 - June 2009
Wachovia January 2006 - June 2007
Wachovia May 2003 - January 2006
Skills
Early Talent Recruiting, Analysis, Metrics Reporting, Diversity & Inclusion, Diversity Recruiting, Internships, Graduate Entry, Program Management, Process Management, Leadership Development, Organizational..., Onboarding, Talent Acquisition, Recruiting, Technical Recruiting, Human Resources, Leadership, SDLC, Succession Planning, Talent Management, College Recruiting
Education
Campbell University 1996 — 2000
Bachelor, Communications
William Byrd 1993 — 1996
SAFE Credit Union January 2015 - Present
Bank of the West January 2013 - January 2015
Bank of the West February 2010 - January 2013
Wachovia 1998 - January 2010
The Money Store 1997 - 1998
Skills
Visio, Databases, Software Documentation, Analysis, Access, Microsoft SQL Server, Project Management, Leadership, Management, Oracle, Commercial Lending, SSRS, VBA, Banking, Toad, Microsoft Access, MS Project, Crystal Reports, Business Objects, SBAForm.wrx, Outlook, Informix, Salesforce.com, MS Office 2010, Credit, Small Business Lending, Business Analysis, Microsoft Project
Education
University of Phoenix 2010 — 2010
Master of Information Systems
California State University-Sacramento 1989 — 1991
Bachelors of Science, Finance
Fire Engine RED August 2015 - Present
Wells Fargo March 2013 - January 2015
Wells Fargo February 2011 - March 2013
Wells Fargo March 2010 - March 2011
Wachovia May 2008 - August 2008
Skills
Trust Services, Wealth Management..., Wealth Management, Retirement Planning, Estate Planning, Strategic Financial..., Trust Management, Investment Advisory, Wealth, Private Banking, Mutual Funds, Personal Financial..., Investment Management, Financial Planning, Writing, Sales, Healthcare, Nonprofits, Grants, Business Planning, Project Management, Editing, Quality Assurance, Contractual Agreements, Proposal Writing, Sales Support Tools, CRM, Marketing, Telecommuting, Associated Press style
Education
East Carolina University 2012 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.5
Wake Technical Community College 2009 — 2009
Certificate, Emergency Care Attendant (EMT Ambulance), Passed
Campbell University 2007 — 2009
Bachelor of Business Administration (BBA), Trust and Wealth Management, Minor in Financial Planning, 3.143
Wake Technical Community College 2005 — 2007
Associate of Arts (A.A.), College Transfer, 3.277
Yahoo November 2013 - Present
McKinsey & Company June 2013 - November 2013
McKinsey & Company July 2011 - June 2013
Columbia Business School September 2009 - July 2011
McKinsey & Company May 2010 - August 2010
Alloy Media + Marketing February 2009 - November 2009
Kiwibox Media Inc October 2007 - February 2009
Wachovia November 2005 - September 2007
Wachovia April 2004 - November 2005
Wachovia June 2003 - April 2004
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Business
Carnegie Mellon University 1998 — 2003
B.S., Business Administration, Concentration in Computers and Information Technology
Rabobank June 2014 - Present
Heald College October 2009 - March 2015
TEKsystems January 2013 - June 2014
All Star Consulting July 2012 - January 2013
Stone Cobra January 2012 - July 2012
Tek Systems May 2010 - January 2012
Self Employed August 2009 - December 2010
Biddle Consulting Group October 2007 - August 2009
Wachovia Education Finance 2005 - 2007
Wachovia April 2003 - 2005
Skills
Visio, SDLC, Software Documentation, Requirements Analysis, SharePoint, Business Analysis, Requirements Gathering, Process Improvement, Vendor Management, Project Management, PMP, Data Analysis, Integration, MS Project, Quality Assurance, Microsoft Office, Agile Methodologies, Analysis, Business Process, Testing
Education
Villanova University 2014 — 2015
Master's Certificate, Business Intelligence
Villanova University 2010 — 2011
Master's Certificate
Capella University 2003 — 2006
MBA
University of Phoenix 2000 — 2002
MS CIS
University of Phoenix 1998 — 2000
BS
Wells Fargo May 2013 - Present
First Citizens Bank and Trust Company, Inc. July 2011 - May 2013
SunTrust Bank January 2006 - April 2011
Wells Fargo November 2004 - December 2005
Wachovia November 2000 - November 2004
Skills
Estate Planning, Trust Services, Trust Management, Relationship Management, Wealth, Wealth Management, Private Banking, Portfolio Management, Wealth Management..., Investments, Financial Planning, Financial Services, Financial Advisory, Credit, Loans, Risk Management, Mortgage Lending, Retirement Planning
Education
Campbell University School of Law 1996 — 1998
Doctor of Law (J.D.)
Chicago-Kent College of Law, Illinois Institute of Technology 1995 — 1996
Juris Doctor (J.D.)
Centre College 1991 — 1995
Bachelor of Arts (B.A.), International Relations and Affairs
Viking Cruises December 2013 - Present
The Sliding Door Company October 2012 - July 2013
Nations Direct Mortgage May 2011 - September 2012
PMC BanCorp October 2008 - May 2011
Wachovia December 2004 - April 2008
Bank of America 2000 - 2002
Education
California State University-Northridge 1998 — 2001
Bachelor of Business Administration (B.B.A.)
McGladrey Wealth Management LLC December 2012 - Present
US Trust, Bank of America June 2009 - December 2012
Bank of America May 2008 - August 2008
Bank of America May 2007 - August 2007
Wachovia May 2006 - August 2006
Education
Campbell University 2008 — 2009
MBA, Concentration in Finance
Campbell University 2004 — 2009
BBA Trust and Wealth Management, Minor in Financial Planning
Wells Fargo Bank August 2008 - Present
Wachovia October 2006 - August 2008
Wachovia May 2004 - October 2006
Wachovia August 2001 - May 2004
First Union October 1999 - August 2001
First Union September 1998 - October 1999
North Carolina State University August 1997 - September 1998
Skills
SCCM, VMware, System Deployment, Windows 7, Network Administration, InstallShield, XP, Active Directory, VBScript, Hardware, Software Installation, Scripting, Networking, Technical Support, Microsoft Technologies, IT Service Management, Software Deployment, Vendor Management, Troubleshooting, Laptops, Operating Systems, Help Desk Support, Project Management, Citrix, SharePoint, Disaster Recovery
Education
Campbell University 1993 — 1996
Bachelors, Business Administration
Hamilton State Bank October 2012 - Present
SunTrust Bank September 2011 - October 2012
Regions Bank June 2008 - September 2011
Wachovia September 2005 - June 2008
US Express Leasing 2004 - 2005
Banco Popular - Popular Leasing September 2000 - December 2004
Skills
Risk Management, Small Business Lending, Treasury Management, Capital Markets, Aircraft Finance, Commercial Lending, Foreign Exchange..., Equipment Finance, Lockbox, SBA Lending, Purchasing Cards, 401K, Succession Planning, Asset Based Lending, ESOP
Education
Capella University 2006 — 2008
MBA, Finance - Commercial Banking & Risk Management
University of West Georgia 1996 — 2000
BBA, Marketing
GrafTech International October 2013 - February 2014
CCCi January 2013 - August 2013
TIAA-CREF April 2012 - January 2013
Amwins February 2007 - April 2012
Wachovia June 2004 - February 2007
CSX World Terminals February 2000 - June 2004
Bank of America June 1996 - February 2000
Liberty Mutual Insurance September 1986 - August 1991
Exeter Area High School February 1989 - May 1991
Skills
SSAS, SQL Server, Dundas, SSIS, SSRS, Access, Performance Point, Business Intelligence, Analysis Services, Microsoft SQL Server, ETL, Software Development, Data Warehousing, Management, Databases, Agile Methodologies, T-SQL
Education
Carnegie Mellon University
MS, Public Administration
Millikin University 1982 — 1986
BS, Finance
Coldwell Banker Residential Brokerage May 2013 - Present
US Trust Bank of America December 2011 - September 2012
Bank of America February 2008 - December 2011
US Trust Bank of America July 2007 - February 2008
Bank of America June 1999 - June 2006
Merrill Lynch May 1998 - May 1999
Womble Carlyle Sandridge & Rice LLP July 1997 - May 1998
Wachovia May 1996 - August 1996
US Navy May 1981 - May 1991
Skills
Business Development, Wealth Management, Wealth Management..., Banking, Estate Planning, Private Banking, Credit, Trust Services, Strategic Financial..., Investments, Loans, High Net Worth..., Finance, Investment Management
Education
Campbell University 1993 — 1997
BBA, Trust Administration (Minor in Financial Planning)
Epstein Becker & Green, P.C. October 2006 - Present
Seyfarth Shaw December 2005 - October 2006
Experian Hitwise August 2005 - October 2005
Sidley Austin Brown & Wood LLP February 2005 - May 2005
Wachovia December 2004 - January 2005
Piper Rudnick LLP October 2004 - December 2004
Standard & Poors May 2004 - August 2004
GarBan InterCapitol Plaza 5 December 2003 - June 2004
C.B October 2003 - February 2004
DataReturn February 2001 - July 2002
Skills
Citrix, XP, Windows XP, DNS, VPN, Blackberry Enterprise..., ITIL v3 Foundations..., Active Directory, Technical Support, Servers, Information Technology, Airwatch MDM, Networking, Blackberry, Laptops, Windows 7, SCCM, Server 2012
Education
Capella University 2009 — 2013
Bachelor, Information Technology General
Synergistic Computer Learning SchoolUnion
Metropolitan Technical Institute 1996 — 1997
Associates degree, Networking/Computer Technician
Ernst & Young August 2010 - Present
GMAC Finanancial Services (Ally Bank) 2009 - August 2010
Bank of America 2003 - 2009
Belenos Technology Partners 2002 - 2003
Pricewaterhouse Coopers 1999 - 2001
Wachovia 1999 - 2000
Aerotek /TEKsystems 1997 - 1999
Education
State University of New York College at Cortland 1992 — 1995
BA, History
Canisius College 1991 — 1992
Bachelor of Arts, History
SambaSafety driven by ADR December 2007 - Present
CoreLogic May 2010 - December 2012
First Advantage Corporation December 2007 - December 2012
Wachovia Education Finance 2003 - September 2007
Wachovia 2003 - 2007
DST Output September 2004 - December 2004
DST Output 2000 - 2004
Intel Corporation 1996 - 1999
Skills
Technical Writing, Software Documentation, Process Improvement, Visio, Business Analysis, Documentation, Agile Methodologies, SDLC, Online Help, Hardware Documentation, Writing, Creative Writing, Content Management, Program Management, XML, Editing, Project Management, Manuals, Captivate, Microsoft Office, Troubleshooting, Technical Communication, SnagIt, Training, Technical Documentation, Public Relations, Web Content, Marketing, RoboHelp, FrameMaker, Newsletters, Management, Instructional Design, Document Management, Requirements Analysis, Copy Editing, SharePoint, Proofreading, Adobe Acrobat, Content Development
Education
California State University-Sacramento 1995 — 2002
BA, MA, English
California State University-Sacramento
Duke Energy Corporation October 2011 - Present
Bank of America March 2011 - September 2011
Wells Fargo October 2009 - December 2010
Bank of America September 2008 - June 2009
Wachovia September 2005 - June 2008
IBM Global Services October 2004 - September 2005
FedEx Technology Services January 1988 - May 2004
Federal Express Telecommunications Systems January 1985 - January 1988
TransCore February 1977 - January 1985
Skills
Disaster Recovery, Network Security, Active Directory, Network Administration, Networking, Software Documentation, Windows XP, Information Security, Technical Support, Enterprise Architecture, Databases, System Administration, Access, Switches, Telecommunications
Education
Central Piedmont Community College 2011 — 2011
Health IT Workforce Training, Practice Workflow & Information Mgmt Redesign
Carnegie Mellon University - Tepper School of Business 1971 — 1975
BS, Industrial Administration
Bloomsburg High School
Wells Fargo September 2015 - Present
Wells Fargo March 2013 - Present
Wells Fargo January 2011 - February 2013
Wachovia bank, succeeded by Wells Fargo February 2009 - December 2010
Wachovia January 2001 - January 2009
Wachovia/World Savings January 2001 - January 2009
State Compensation Insurance Fund 1989 - 2000
Skills
SDLC, Business Requirements, Analysis, Software Documentation, Business Analysis, Business Process, Project Management, Quality Assurance, Risk Management
Education
California State University-Long Beach
B. A. Cum Laude, Psychology - Research
Professional development
Seminars and classes by professional organizations sponsored by State Compensation Insurance Fund
InGirl January 2014 - Present
OutsideHerPond.com July 2015 - Present
Eyefinity (a VSP Global Company) September 2008 - Present
Wachovia May 2006 - September 2007
Marketing and Brand Managment August 1999 - September 2006
Skills
Integrated Marketing, Corporate Branding, Marketing Strategy, Brand Management, Brand Awareness, Event Management, Event Planning, Digital Marketing, Marketing Communications, Blogging, Social Media Marketing, Email Marketing, Direct Marketing, Strategic Communications, Copywriting, Corporate Communications, Graphic Design, Strategic Partnerships, Public Relations, Crisis Communications, Online Advertising, Newsletters, Media Relations, Direct Mail, Press Releases, Copy Editing, Brand Development, Journalism, Media Planning, Social Media, Personal Branding, Thought Leadership, Internal Communications, Social Networking, Communications Planning, Advertising, Creative Direction, SEO, Management, Content Management, Content Development, Facebook, Digital Media, Speech Writing, Online Marketing, Web Content
Education
California State University-Sacramento 1996 — 2003
Bachelor’s Degree, Organizational Communications
Wells Fargo August 2009 - Present
Wachovia October 2007 - August 2009
Quaero Corporation November 2002 - October 2007
Network Controls International April 2000 - November 2002
Menziken Automation January 1999 - April 2000
Radix International March 1995 - January 1999
Stefan Heinzelmann System Services (Stuttgart/Germany) November 1991 - March 1995
Skills
Business Objects, Microstrategy
Education
Capella University 2006 — 2011
BA, Finance
University of Stuttgart 1986 — 1991
Computer Science
Agingo December 2009 - Present
Wells Fargo January 2009 - Present
RAINN October 2001 - February 2009
Wachovia June 2001 - December 2008
XBond April 2000 - June 2001
Intranet Communications Systems March 2000 - October 2000
marchFIRST November 1999 - March 2000
Core Technology Partners, LLC January 1999 - October 1999
First Union August 1994 - December 1998
Skills
Start-ups, Entrepreneur, Emerging Technologies, Innovation Management, Enterprise Architecture, IT Strategy, Business Strategy, IT Management, Business Management, Entrepreneurship, Management, Leadership, Strategy, Innovation Wrangling, Cloud Computing, Architecture, Project Management, Data Center, Product Management, SaaS, Program Management, Application Architecture, Business Analysis, Integration, SOA, Business Development, Team Building, Team Leadership, Management Consulting, Executive Management, Storage, Vendor Management, Cross-functional Team..., Change Management, SDLC, Software Development, Business Intelligence, Enterprise Software, Solution Architecture, System Architecture, Software Project..., Requirements Analysis, Agile Methodologies, Agile Project Management, Data Warehousing, Analysis, Big Data, Networking, Security, Technical Leadership
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
Certificate in Strategy and Innovation
Capella University 2005 — 2007
BS, Information Technology
Wachovia September 2007 - Present
Wells Fargo August 2004 - May 2007
Education
California State University-San Bernardino
BA, Finance
Robert Half International November 2009 - Present
Robert Half International February 2007 - November 2009
Wachovia September 2007 - December 2007
Wachovia Corp. 2003 - 2007
Nummi January 2003 - June 2003
Providian (Wamu) 2000 - 2003
Providian Financial (Wamu) 1999 - 2000
Providian Financial (Wamu) 1997 - 1999
Skills
Recruiting, Payroll, Employee Benefits, Invoicing, PeopleSoft, Vendor Management, Process Improvement, HRIS, Business Analysis, SDLC, Visio, Business Objects, Business Process..., Business Process, Human Resources, Training
Education
California State University-Hayward - School of Business and Economics 1995 — 2000
BA, Computer Informational Systems
Sacramento Municipal Utility District (SMUD) June 2011 - Present
Sacramento Zoo 2006 - 2014
Esurance 2008 - June 2011
Wachovia 2002 - 2008
PeopleSoft, Inc. 1998 - 2002
UC Davis 1988 - 1998
Humboldt State University 1985 - 1987
Skills
Organizational..., Training, Leadership Development, Coaching, Employee Engagement, Program Management, Leadership, Instructional Design, Team Building, Strategic Planning, Staff Development, Career Development, Talent Management, E-Learning, Change Management, Public Speaking, Management, Risk Management, Policy, Human Resources, Team Leadership, Customer Service, Workshop Facilitation, Analysis, Performance Management, Business Development, Sales, Management Consulting, Interviews, Personnel Management, Training Delivery, Succession Planning, Strategy, Executive Coaching, Conflict Resolution, Project Management, Employee Benefits, Organizational..., Employee Training
Education
California State University-Sacramento 1987 — 1990
MS
San Jose State University 1983 — 1985
BA
Certified Trainer/Facilitator
Disney Institute for Customer Service
Qualified in:
First Marblehead Education Resources November 2012 - Present
Cology Inc. February 2006 - November 2012
Wachovia 1997 - 2006
Skills
Microsoft Office, Banking, Loans, Operations Management, Credit, Account Management, Process Improvement, Marketing, Sales, Relationship Management, Leadership, Team Building, Outlook, Email Marketing, Visio, Risk Management, Marketing Strategy, Project Management, Coaching, Customer Service, Business Development, Call Center, Sales Management, Call Centers, Underwriting, Strategic Planning, Loan Origination, Vendor Management, Training, Management, Business Analysis, Customer Satisfaction, CRM, Customer Retention, Loan Servicing
Education
California State University-Sacramento 1992 — 1997
Bachelor of Science (BS), Finance and Insurance
PNC November 2014 - Present
Bank of America January 2012 - November 2014
Bank of America April 2011 - April 2012
Wells Fargo Bank October 2009 - April 2011
Wachovia, A Wells Fargo Company January 2008 - October 2009
Wachovia 2006 - January 2008
Bank of America 2004 - 2006
Fleet Bank 2002 - 2004
Dollar Financial Group 1998 - 2002
Skills
Financial Modeling, Forecasting, Portfolio Management
Education
Carnegie Mellon University
BA, Economics
Carnegie Mellon University
BS, Industrial Management
Penn State University
MBA, Business
Shawnee High School
Wells Fargo Bank September 2010 - Present
Wachovia May 2007 - September 2010
Wells FargoNewport Coast January 2005 - May 2007
Wells FargoVarious May 2001 - December 2004
Skills
Leadership, Management, Sales, Customer Service, Banking, Event Planning, Microsoft Office, Credit, Public Speaking, Consumer Lending
Education
California State University-Fullerton 2002 — 2006
Master of Arts, Communications; Advertising
Sonoma State University 1998 — 2002
Bachelor of Science, Business Administration; Marketing
Wells Fargo 2006 - Present
Radiology Business Consultants 2005 - 2006
Wachovia May 2005 - November 2005
RMIC October 2001 - May 2005
Questcon 2000 - 2001
RMIC 2000 - 2001
Eaton TISD 1998 - 2000
Skills
Requirements Analysis, XML, Testing, SQL, QTP, Quality Assurance, Manual Testing, User Acceptance Testing, Quality Center, SDLC, Test Planning, Software Quality..., Agile Methodologies, VB.NET, C#
Education
Capella University 2009 — 2011
Master of Business Administration (MBA), IT Management
Wake Forest University 1992 — 1996
BS, Biology, General
Financial Industry Regulatory Authority (FINRA) May 2015 - Present
U.S. Securities and Exchange Commission May 2012 - May 2015
Deustche Bank November 2009 - April 2012
Celeritas Capital October 2008 - March 2009
Nico Trading March 2008 - October 2008
Deutsche Bank June 2007 - August 2007
Goldman Sachs September 2006 - February 2007
Wachovia June 2005 - August 2006
Skills
Quantitative Analytics, Equities, Trading, Derivatives, Fixed Income, Proprietary Trading
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2007
Computational Finance
University of North Carolina at Charlotte - Belk College of Business 2005 — 2006
Master, Mathematical Finance
Wells Fargo Consumer Lending Group January 2009 - Present
Wachovia January 2007 - January 2009
WFS Financial Inc. 1996 - 2006
Aramark Uniform Service March 1993 - January 1996
Skills
Performance Management, Leadership Development, Onboarding, Applicant Tracking..., Employee Relations, Coaching, Succession Planning, Workforce Planning, Talent Acquisition, Talent Management, Human Resources, Leadership, Employee Benefits, HRIS, Employee Engagement, Benefits Administration
Education
California State University-Long Beach 1982 — 1984
Industrial/Organization Psychology
Eastern Illinois University 1978 — 1982
B.A., Psychology
BB&T December 2013 - Present
Barclays Capital June 2003 - December 2013
Wachovia March 1998 - June 2003
KeyCorp March 1996 - March 1998
StarBanc Corporation February 1994 - March 1996
Skills
Litigation, Mortgage, Compliance, Licensing, Risk Management, Corporate Governance, Contract Negotiation, Banking, Mortgage Lending, Legal Writing, Employment Law, Corporate Law, Commercial Litigation, Litigation Management, Legal Advice, Privacy Law, Joint Ventures, Banking Law, Financial Services, AML, Capital Markets, Securities Regulation, Dispute Resolution, Securities, Mergers & Acquisitions, Fraud, Credit, Bankruptcy, Legal Compliance, Loans, Legal Assistance, Securitization, Private Equity, Intellectual Property, Anti Money Laundering
Education
Capital University Law School 1990 — 1993
JD, Cum Laude, Law
Niagara University 1984 — 1988
BS
Wachovia March 2008 - Present
Wachovia March 2008 - Present
First Magnus Financial January 2007 - August 2007
Option One Mortgage April 2002 - March 2006
Education
Camden County College
some College, Business Adm
TIAA-CREF October 2014 - Present
TIAA-CREF July 2012 - October 2014
TIAA-CREF May 2011 - July 2012
TIAA-CREF June 2009 - May 2011
Wells Fargo June 2007 - June 2009
Wachovia January 2007 - June 2007
Wachovia September 2006 - November 2006
Wachovia May 2006 - September 2006
Wachovia September 2005 - December 2005
Wachovia May 2005 - August 2005
Education
East Carolina University - College of Business 2008 — 2010
MBA
University of North Carolina at Charlotte 2004 — 2006
B.S
Carleton University 2001 — 2002
Opes Advisors February 2014 - Present
Chase February 2013 - November 2013
J & R Fence Inc. May 2008 - February 2013
Wachovia 2005 - 2007
Fremont Bank March 2003 - June 2005
New Haven Moving Equipment 2001 - 2003
Smith Barney 2000 - 2001
Skills
Short Sales, Loans, Customer Service, Underwriting, Management, Relationship Management, Private Banking, Merchant Services, Accounting, CRM, EDI, Microsoft Office, Project Management, Business Analysis, Data Analysis, Analytics, Mortgage Banking, Loan Origination, Risk Management, Finance, Sales, Mortgage Lending, Banking, Portfolio Management
Education
California State University-Hayward 2003 — 2007
Bachelor of Arts (B.A.), History
Chabot College 1997 — 2001
A.A., Liberal Studies
Mt.Eden
G. Allen & Associates August 2011 - Present
Wells / Wachovia 2008 - July 2011
Wachovia 2004 - 2007
Bank of America 2003 - 2004
Wachovia / First Union 2000 - 2003
Andersen Consulting, LLC / Accenture 1998 - 1999
Mutual Community Savings Bank 1995 - 1998
M&T Bank 1993 - 1995
Skills
Project Management..., Business & Technical..., Issues Resolution, Systems Testing & Reuse, Contract Negotiations, Staff Development, GAP Analysis, Six Sigma, Commercial /Consumer..., Real Estate, Startegy, Outsourcing, Insourcing..., Process Improvement, Portfolio Management
Education
North Carolina Agricultural and Technical State University 1985 — 1991
BS, Finance
North Carolina Agricultural and Technical State University 1991 — 1992
BS, Accounting
Canisius College 1993 — 1993
Accounting
Central Piedmont Community College 2003 — 2003
Six Sigma Certificate
Wachovia Staffing ManagerKelly Services2002 - 2007
Education
California State University-Sacramento 1990 — 1995
Sanford Rose Associates January 2008 - Present
Wachovia August 2001 - January 2008
Agilent Technologies February 2001 - April 2001
KLA-Tencor 2000 - 2001
EDP Contract Services 1998 - 2000
Education
California State University-Hayward - School of Business and Economics 2001 — 2003
MBA, Finance and Strategic Management
California State University-Hayward - School of Business and Economics 1995 — 1998
BS, Production and Operations Management
Sallie Mae February 2010 - Present
Sallie Mae December 2003 - February 2010
Wachovia October 1999 - November 2003
Wachovia Bank December 1996 - September 1999
Wells Fargo April 1995 - December 1996
Wells Fargo Bank December 1992 - April 1995
Mount St. Mary's College January 1989 - December 1992
Skills
Leadership Development, Business Strategy, Strategic Planning, Team Building, Leadership, Sales Management, Change Management, Call Center, Process Improvement, Coaching, Customer Service, Account Management, Cross-functional Team..., Sales, Higher Education, Training, Business Development, Strategic Partnerships, Marketing, Strategy, Selling, Student Financial Aid, Sales Operations, New Business Development, Recruiting, Organizational..., Staff Development, Time Management, CRM, Management, Customer Retention, Program Management
Education
University of Colorado Boulder 1978 — 1983
B.A., Psychology
California State University-Northridge
MBA, Business
Bank of America April 2009 - Present
Wachovia 2007 - 2008
Education
California State University-Sacramento
Wachovia June 2007 - December 2007
World Savings February 2006 - June 2007
World Savings February 2005 - February 2006
World Savings March 2003 - February 2005
MedQuist October 2002 - February 2003
California State University, Hayward April 2002 - September 2002
California State University, Hayward June 2001 - June 2002
California State University, Hayward December 1998 - March 2002
Education
California State University-East Bay 1997 — 2002
Wells Fargo 2008 - Present
Wachovia October 2006 - January 2008
Wachovia 1999 - 2006
Skills
VPN, Information Security, Firewalls, Network Security, Process Improvement, Disaster Recovery, System Administration, Security, IDS, Change Management, Business Continuity, Business Process..., Leadership, Risk Analysis, Enterprise Architecture, Management, Vendor Management, IT Management, IT Strategy, SDLC, SharePoint, Information Security..., PCI DSS, Data Center
Education
Capella University 2008 — 2010
MBA
Trident Technical College
LPL Financial March 2010 - Present
Wachovia January 2009 - March 2010
Bank of America 2008 - 2009
Apple Retail 2008 - 2009
Etrade Financial 2005 - 2009
E*TRADE Financial January 2005 - June 2008
Skills
Series 63, Series 7, Finance, Financial Services, AML, Securities, Mutual Funds, Trading, Investments
Education
California State University-Sacramento 2004 — 2008
M.A., History
California State University-Sacramento 2002 — 2008
Bachelor’s Degree, History, 3.8
ICBC Financial Services July 2013 - Present
Pershing September 2009 - June 2013
Wachovia April 2005 - July 2009
Barclays Capital July 2004 - April 2005
Freddie Mac June 2001 - April 2004
Skills
MBS, Trading Systems
Education
Capella University 2005 — 2007
MBA, Finance
The Catholic University of America 1997 — 2001
BA, Business (Finance)
Bishop Eustace Prep 1993 — 1997
High School
NICHE Strategic Marketing May 2010 - Present
NICHE Communications January 1994 - May 2011
AD COMM, INC 1990 - 1994
WACHOVIA BANK & TRUST COMPANY 1977 - 1990
Wachovia 1977 - 1990
Wachovia 1977 - 1990
Skills
Strategy, Marketing, Marketing Strategy, Advertising, Direct Marketing, CRM, Management, Training, Public Relations, Market Research, Strategic Planning, Creative Direction, Program Management, Account Management, Budgets, Product Development, Project Planning, Nonprofits, Retail, Operations Management, Leadership Development, Corporate Identity, Event Planning, Business Development, SEO, Marketing Communications, Fundraising, Small Business, Business Strategy, Strategic Partnerships, Customer Service, Research, Online Advertising, Social Media, Social Networking, Public Speaking, Start-ups, Team Building, Leadership
Education
Wake Forest University 1974 — 1977
Campbell University
McKinley Tech
McKinley Tech
McKinley Tech
McKinley Tech
McKinley Tech
McKinley Tech
McKinley Tech
McKinley Tech
Wachovia March 2001 - Present
World Savings 2001 - 2003
Wachovia March 2001 - December 2001
Conseco Finance September 1999 - March 2001
Education
California State University-East Bay 2005 — 2007
B.A, Liberal Studies Studies w/ Business Management Option.
chabot college 1995 — 1998
aa, g.e
Wells Fargo Home Mortgage October 2014 - Present
Wachovia 1998 - 2008
World Savings 1998 - 2008
Skills
Loan Origination, Mortgage Banking, Mortgage Lending, FHA financing, Refinance, Loans, Credit, Underwriting, Credit Analysis, Banking, First Time Home Buyers, Investment Properties, FHA, Mortgage Underwriting, Real Estate, VA loans, Residential Mortgages, Loss Mitigation, Appraisals
Education
California State University-Sacramento 1990 — 1992
BA, Government
City College of San Francisco 1988 — 1990
Associate of Arts (A.A.), Real Estate
Nothing Bundt Cakes December 2011 - Present
Treasured Pets January 2006 - Present
Wachovia April 1995 - October 2005
Education
CSU Sacramento 1991 — 1994
BS, Business Administration, Real Estate
The Standard August 2011 - Present
The Standard September 2009 - August 2011
SuperValu February 2009 - September 2009
Sterling Jewelers October 2004 - September 2009
Milliman June 2004 - July 2008
Wachovia November 1998 - June 2004
Watson Wyatt April 1996 - November 1998
Honeywell June 1994 - February 1996
Honeywell May 1987 - July 1994
Skills
Retirement, Inventory Management, Process Improvement, Outlook, Customer Service, Leadership, Training
Education
Cardinal Stritch University 1989 — 1993
B.S., Management
Wachovia Sr Compensation ConsultantWachovia a Wells Fargo Company2008 - Present
Wells Fargo Financial 2010 - 2011
Education
California State University-Fullerton 1984 — 1987
BA
Wells Fargo March 2011 - Present
Wachovia June 2008 - February 2011
Wells Fargo January 2005 - May 2008
Education
Canisius College 1989 — 1992
Bachelor of Science, Business Management
Chelseas Light Foundation July 2010 - Present
RatePlug 2010 - Present
wachovia January 2006 - December 2008
Wachovia Mortgage 1988 - December 2008
World Savings 2004 - 2008
Skills
Mortgage, Real Estate, Purchase, Real Estate Finance, Mortgage Lending, Real Estate Economics, Mortgage Banking, Investment Properties, Leadership, Loans, Loan Origination, Strategy, Sales, Training, Management, Banking, Finance, Selling, Credit, Appraisals, Sales Management, Underwriting, Strategic Planning, Customer Service, Refinance, FHA, Residential Mortgages, Executive Management, Sales Operations
Education
California State University-Long Beach 1980 — 1985
Bachelor of Arts, Economics
Wachovia August 1986 - October 2008
World Savings 1986 - 2008
World Savings / Wachovia Mortgage 1986 - 2008
Wachovia Mortgage 1986 - 2008
Education
California State University-Long Beach 1974 — 1977
Bachelor, Finance
First Mortgage Corporation December 2014 - Present
Wells Fargo 2010 - June 2014
Wachovia 2008 - 2010
World Savings 2003 - 2008
Skills
REO, Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Closings, Refinance, Residential Mortgages, Loss Mitigation, Sales, Investment Properties, Credit
Education
Cal State Hayward
Bank of America August 2010 - April 2015
Wachovia 2006 - 2008
Wachovia March 2005 - December 2006
Wachovia Bank 1999 - 2005
Skills
Underwriting, Management, Loans, Credit, Mortgage Lending, Sales, Training, Banking, Mortgage Banking, Credit Analysis, Loan Origination, Refinance, Risk Management, Residential Mortgages
Education
California State University-Northridge 1989 — 1991
B.S., Business Administration/Marketing
Business Made EZ sales assistantPenn Mutual2000 - 2002
first union 1998 - 2000
wachovia 1998 - 2000
janney montgomery scott 1995 - 2000
janney montgomery scott 1995 - 2000
Education
Camden County College 1994 — 1998
business
Rider University 1993 — 1995
communications
Rady Children's Hospital-San Diego January 2015 - Present
Rady Children's Hospital, Information Services February 2011 - Present
Sutter Health, Information Services December 2008 - January 2011
Wachovia October 2006 - November 2008
Wachovia, Education Finance April 2004 - November 2008
Washington Mutual Bank, Mortgage Loan Fulfillment April 1999 - April 2004
Skills
Project Management, SDLC, Process Improvement, Program Management, MS Project, Team Building, Cross-functional Team..., User Acceptance Testing, Quality Assurance, Healthcare Information..., Epic Systems
Education
California State University-Sacramento
Technical Certificate, Project Management
Saint Mary's College of California
BA, Business Management
Gap/ProLImited 2013 - Present
Parkside Lending March 2013 - November 2013
Bank of America 2010 - 2013
Quantrix Valuations April 2009 - April 2010
Wachovia 2008 - 2008
World Savings 2004 - 2008
Skills
Foreclosures, Management, Real Estate Financing, Investors, Financial Analysis, Single Family Homes, Real Estate, Property Management, Microsoft Office, Marketing, FHA, REO, Mortgage Lending, Appraisals, Selling, Real Estate Transactions, Banking, Process Improvement, Credit, Research, Loss Mitigation, Valuation, Microsoft Excel, Loans, First Time Home Buyers, Access, FHA financing, Short Sales, Mortgage Banking, Residential Mortgages, Real Estate Economics
Education
College of San Mateo
Associate of Arts (A.A.), Real Estate, Sophmore
California State University-Long Beach
Area of study: Journalism
River City Bank March 2014 - Present
U.S. District Court, Eastern District of California May 2009 - February 2014
Wachovia March 2005 - May 2009
VSP March 1997 - March 2005
Citibank June 1994 - June 1996
Sprint July 1985 - June 1994
Skills
Succession Planning, Customer Service, Project Management, MBTI, Employee Benefits, Training, Inventory, Organizational..., Leadership Development, Vendor Management, Onboarding, Workshop Facilitation, Workforce Planning, Team Building, Talent Management, Leadership, Instructional Design, Management, Strategic Planning
Education
California State University-Sacramento
BS, Business Administration
Chase February 2013 - Present
Bank of America January 2010 - January 2013
Hernandez Income Tax & Bookkeeping Services Inc. January 2009 - December 2009
Wachovia May 2003 - August 2008
Skills
Payroll, Accounting, Auditing, Loans, Mortgage Lending, Credit, Credit Analysis, Credit Risk, Refinance, Portfolio Management, Financial Analysis, Mortgage Underwriting, Lines Of Credit, Financial Services, FHA financing, Loss Mitigation, Due Diligence, Funding, Government Loans, Loan Origination, Mortgage Banking, Residential Mortgages, Financial Risk, Loan Servicing, Real Estate Financing, Underwriting, FHA, Management, Sales, VA Loans, Investment Properties, Finance, Risk Management, Customer Service, Banking
Education
California State University-Los Angeles 2006 — 2007
Busines Administration, Finance, Economics
Right Management
Wachovia Business AnalystSprint1995 - 2005
Education
California State University-Sacramento
Business, Finance
Wachovia, A Wells Fargo Company June 2010 - Present
Wachovia February 2003 - December 2008
World Savings May 1998 - February 2003
World Savings January 1997 - April 1998
Education
University of the Incarnate Word 2008 — 2009
BBA, Business Administration
California State University-Los Angeles 1985 — 1989
Maintenance Connection, Inc. February 2014 - Present
CORE, Inc. December 2008 - July 2013
Wachovia July 2006 - November 2008
New Generation Software 2004 - 2006
Henwood Energy Services, Inc. 2000 - 2004
Skills
New Business Development, Sales, Lead Generation, Team Building, Strategic Planning, Marketing Strategy, Marketing Communications, Cross-functional Team..., Marketing, Email Marketing, Digital Marketing, Advertising, Integrated Marketing, Marketing Management, Customer Service, Leadership, Coaching, Social Media Marketing, Product Management, Sales Management, Training, Salesforce.com, B2B, Product Marketing, Online Marketing
Education
California State University-Sacramento 1996 — 2000
BS, Business, Marketing
University of California, Santa Barbara
Argent Trust Company February 2015 - Present
Reliance Trust Company June 2012 - January 2015
FPA of Charlotte 2009 - 2013
The Trust Company of Sterne Agee Inc March 2009 - June 2012
First Charter Bank July 2003 - March 2009
Wachovia 2001 - 2003
First Union 1998 - 2001
Education
Campbell University 1995 — 1997
Bachelor, Trust Mgmt Minor in Financial Planning
Mount Aloysius College 1978 — 1980
Associate of Science, Merchandising
CWS, Cannon Trust I, II, III, Trust Tax I, II
Johnstown High School
Bank of America April 2009 - Present
Wachovia January 2008 - October 2008
Anchor Financial 2003 - 2007
the money store 1998 - 2000
Skills
Mortgage Lending, Operations Management, Loan Origination, Credit, Mortgage Banking, Loans, FHA, Residential Mortgages
Education
California State University-Sacramento 1979 — 1984
BS, Finance
Golden Gate University
MBA, Finance
Wachovia Bank IT Process AnalystWachovia Education Finance1997 - Present
Wachovia, A Wells Fargo Company 1997 - Present
Wachovia 1997 - 2008
Skills
Banking, Process Improvement, Visio, Business Analysis, Change Management, SDLC
Education
California State University-Sacramento 1994 — 1996
BS, MIS
American River College 1990 — 1994
BS, Business
Wachovia April 2007 - March 2008
World Savings September 2005 - March 2007
World Savings February 1999 - August 2005
Education
California State University-Long Beach
Operations Management, Business Administration
Bank of America January 2015 - Present
Wells Fargo Advisors June 2013 - Present
Bank of America April 2012 - May 2013
Bank of America February 2011 - May 2013
Wells Fargo Advisors August 2009 - September 2011
BlueCross BlueShield of SC March 2009 - July 2009
Wachovia July 2006 - October 2008
Bank of America March 2005 - June 2006
Royal & SunAlliance March 2004 - May 2005
LandCraft July 2002 - June 2003
Skills
SDLC, Business Analysis, Business Process, Integration, PMP, Requirements Analysis, MS Project, Project Management, PMO, Risk Management, Strategy, ERP, Management, Analysis, Project Planning, Leadership, Data Warehousing, SAP, Disaster Recovery, Governance
Education
Carnegie Mellon University 1981 — 1985
B.S., Information Systems
wachovia July 2009 - Present
Wachovia Bank 2007 - Present
Wells Fargo 2010 - 2011
World Savings February 1988 - May 2007
Skills
Commercial Banking
Education
California State University-Fullerton
San Manuel Band of Mission Indians July 2015 - Present
San Manuel Band of Mission Indians September 2014 - July 2015
Loma Linda University Shared Services February 2009 - September 2014
Wachovia August 1989 - October 2008
World Savings August 1989 - October 2008
World Savings August 1989 - October 2008
Skills
Customer Service, Team Building, Loans, Training, Management, Outlook, Process Improvement, Leadership, Recruiting, Employee Relations, Banking, Sales
Education
University of Redlands
Master of Business Administration (MBA)
California State University-San Bernardino
Bachelor of Arts (BA), Business Administration and Management, General
University of California, Los Angeles
BB&T June 2002 - Present
Wachovia September 2000 - June 2002
National Assessment Corp 2000 - 2002
First Union Corporation August 1995 - August 2000
Niagara Asset Corporation 1991 - 1995
Skills
Environmental Awareness, Human Resources, Due Diligence, Management, Training, Risk Assessment, Commercial Lending, Policy, Risk Management, Banking, Policy Writing, Commercial Banking, Loans, Financial Analysis, Strategic Planning, Credit, Business Development, Environmental Compliance, Commercial Real Estate, Portfolio Management
Education
Canisius College 1988 — 1991
MBA, Accounting
J&E Photography 2012 - Present
Wachovia January 2003 - Present
Education
Central Piedmont Community College 2004 — 2004
Real Estate
University of Phoenix
Criminal Justice and Corrections
Capella University
Bank of America 2009 - Present
Patelco Credit Union 2000 - Present
WACHOVIA 1993 - Present
World Savings 1993 - Present
Patelco Credit Union March 2008 - November 2008
Wachovia Bank November 1998 - February 2008
Education
California State University-Hayward - School of Business and Economics 1995 — 2000
Business Adminstration
Wachovia Investment ConsultantTD WaterhouseJune 2003 - December 2004
td waterhouse 1999 - 2004
Education
Capella University 2009 — 2010
Bachelors of Science in Business
SurePayroll December 2010 - Present
Answer Center America December 2008 - January 2010
Wachovia July 2003 - December 2008
Skills
Sales, Account Management, Customer Retention, Call Centers, Telecommunications, Salesforce.com, New Business Development, Lead Generation, Customer Experience, Customer Satisfaction, Selling, CRM, Team Building, Customer Service, Outlook, Team Leadership, Employee Training, Commercial Banking, Progress 4GL, 401k
Education
California State University-Long Beach 1986 — 1991
Bachelor of Science, Political Science
Wells Fargo Home Mortgage May 2013 - Present
MGIC July 2012 - May 2013
Lake Country Valuations LLC October 2008 - July 2012
Wachovia July 1998 - November 2008
Wachovia 1998 - 2008
Wachovia 1998 - 2008
Wachovia 1998 - 2008
Skills
Appraisals, Valuation, Real Estate, FHA, Residential Homes, REO, Refinance, Foreclosures, Loan Origination, Loss Mitigation, Loans
Education
Cardinal Stritch University
BSBA
National Notary Association August 2012 - Present
Wells Fargo September 2010 - July 2014
Wachovia, A Wells Fargo Company September 2009 - September 2010
wachovia August 2009 - August 2010
Wachovia, A Wells Fargo Company March 2009 - September 2009
Luke Construction 1992 - 2009
Wachovia, A Wells Fargo Company October 2005 - October 2008
World Savings January 2005 - October 2005
World Savings September 2003 - January 2005
Skills
Mortgage Lending, Credit, Loans, REO, Mortgage Banking, Foreclosures, Loan Origination, Real Estate, Mortgage Underwriting, Underwriting, Financial Analysis, Credit Analysis, FHA, Customer Service, Refinance, Residential Mortgages, Funding, Mortgage, Compliance, Liberal Arts, Elementary Education, Working With Children, Middle School, High School Students
Education
California State University-Hayward 2000 — 2013
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities, Current 2.8 GPA-Best 3.5 GPA
Las Positas College 1995 — 2000
AA, Liberal Arts and Sciences/Liberal Studies
Wachovia November 2004 - June 2009
American Mortgage Network 2004 - 2009
American Mortgage Network 2004 - 2004
GreenPoint Mortgage 1994 - 2004
Skills
Mortgage Lending
Education
Camden County College 1991 — 1992
Business
Wells Fargo April 2010 - Present
Wells Fargo (Wachovia) May 2008 - April 2010
Wachovia December 2003 - April 2008
Wachovia February 2001 - November 2003
Wachovia June 1999 - January 2001
Skills
SDLC, Agile Methodologies, Software Development, HTML, Web Development, Java Enterprise Edition, Web Services, XML, Tomcat, JSP, Ant, Java, Servlets, Enterprise Architecture, Business Analysis, IIS, Vendor Management, SharePoint, Microsoft SQL Server, SOA
Education
Campbell University 1998 — 1999
Master of Business Administration (M.B.A.)
Campbell University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Wachovia Estate AdvisorSunTrust BankMarch 2012 - Present
Education
Campbell University 1994 — 1999
MBA, Trust Management / Financial Planning
CFP review class
Dillon High School
Wilmington Trust November 2011 - Present
Wells Fargo April 2009 - November 2011
Wachovia February 2007 - April 2009
Education
California State University-Long Beach
Bachelor of Science, Sociology
JPMorgan Chase & Co. February 2015 - Present
JP Morgan Chase July 2007 - Present
JPMorgan Chase January 2013 - February 2015
Pinnacle Financial May 2004 - July 2007
Wachovia February 1996 - January 2004
First Nationwide Mortgage 1989 - 1992
Skills
Mortgage Lending, Mortgage Underwriting, Mortgage Banking, Underwriting, Loans, Credit, Loan Origination, Risk Management, Banking, Credit Risk, Financial Risk, Operational Risk, Portfolio Management, Process Improvement, Residential Mortgages, Strategic Planning, Financial Analysis, Due Diligence, Loss Mitigation, Quality Assurance, Financial Services
Education
California State University-Sacramento 2001 — 2004
Bachelor's degree, Anthropology
Clarkson University 1986 — 1988
Economics and Finance
Cranfill, Sumner & Hartzog, LLP July 2002 - Present
Duffus and Associates 1998 - 2002
Wachovia 1992 - 1998
Skills
Civil Litigation, Litigation, Personal Injury, Wrongful Death, Appeals, Medical Malpractice, Mediation, Product Liability, Legal Research, Family Law, Automobile Accidents, Public Liability, Legal Writing, Trucking Litigation, Courts, Continuing Education, Personal Injury..., Depositions, Workers Compensation..., Hearings, Trials, Arbitration, Torts, Appellate Practice, Trial Practice, Professional Negligence, Insurance Law, Workers Compensation, Class Actions, Jury Trials, Administrative Law
Education
North Carolina Central University School of Law 1992 — 1996
Juris Doctorate
Campbell University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Trust and Financial Management
Wells Fargo March 2010 - Present
Wachovia, A Wells Fargo Company February 2008 - March 2010
Wachovia January 2007 - January 2008
Wells Fargo August 2004 - December 2006
Skills
Banking, Credit, Finance, Management, Financial Risk, Marketing, Customer Service, Loans, Credit Analysis, Portfolio Management, Commercial Banking, Financial Analysis, Consumer Lending, Retail Banking, Small Business Lending
Education
California State University-Fullerton - College of Business and Economics 2001 — 2006
Business Administration, Accounting
Four Oaks Bank & Trust February 2015 - Present
Four Oaks Bank September 2011 - January 2015
BB&T June 2009 - September 2011
Wachovia February 2008 - June 2009
Wachovia June 2004 - February 2008
Bank of America June 2003 - June 2004
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Portfolio Management, Financial Analysis, Commercial Banking, Commercial Lending, Risk Management, Underwriting, Retail Banking, Small Business Lending, Credit Risk, Residential Mortgages, Refinance, Consumer Lending, Management
Education
Campbell University 1997 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
NC School of Banking
Wells Fargo January 2011 - Present
Wachovia August 1993 - January 2011
Education
Campbell University 1990 — 1993
Bachelor of Business, Trust Administration / Financial Planning
Parkside Lending November 2012 - Present
PMI Mortgage Insurance Co. 2011 - 2012
PMI Mortgage Insurance Co. 2009 - 2011
Wachovia 2006 - 2008
World Savings 2005 - 2006
World Savings 2002 - 2005
Skills
Certified Residential..., FHA Approved, Quality Control, Risk Management, Due Diligence, Credit Resolution, Valuation Training, Quantitative Analytics, Retrospective Valuation..., Mortgage Lending, Loss Mitigation, Appraisals, Repurchase Negotiations, Refinance, Loans, REO, Mortgage Banking
Education
California State University-Fullerton
Bachelor of Fine Arts (BFA), Architecture/Design
Chase Bank October 2010 - Present
Wachovia February 2007 - October 2010
Education
California State University-Fullerton 2001 — 2005
Bachelor of Fine Arts (B.F.A.), Ceramic Arts and Ceramics
Northern Arizona University 2000 — 2001
Interior Design