Wachovia, A Wells Fargo Company
Wachovia, A Wells Fargo Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wachovia, A Wells Fargo Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wachovia, A Wells Fargo Company Salaries. You can even request information on how much does Wachovia, A Wells Fargo Company pay if you want to. Learn about salaries, pros and cons of working for Wachovia, A Wells Fargo Company directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
5,166 Wachovia, A Wells Fargo Company employees in database. Find out everything there's to know about Wachovia, A Wells Fargo Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wachovia, A Wells Fargo Company Employees
SunTrust February 2015 - Present
JP Morgan Chase June 2011 - September 2014
Wachovia, A Wells Fargo Company August 2010 - June 2011
FIU Phi Chi Theta - Zeta Theta Chapter June 2010 - June 2011
Florida International University May 2007 - June 2011
Phi Chi Theta August 2009 - April 2010
Phi Alpha Delta Law Fraternity, International April 2009 - April 2010
Miami Golf September 2007 - December 2009
Birks & Mayors Inc. September 2006 - September 2007
Joe's Pizza September 2005 - October 2006
Skills
Customer Service, Retail, Leadership, Management, Banking, Investments, Negotiation, Time Management, Finance, Recruiting, Sales, Spanish
Education
Florida International University 2007 — 2011
BA, Economics, Minor Political Sciences and Certificate Law, Ethics and Society
Miami Dade College 2004 — 2007
AS, Economics
Miami Palmetto Senior High School 2002 — 2004
High School, 2004
oXYGen Financial Inc November 2013 - Present
Aim Systems, Inc. November 2011 - November 2013
BIS Benefits, Inc. June 2010 - September 2011
Wachovia, A Wells Fargo Company October 2009 - June 2010
MaxxAthlete March 2008 - April 2009
Skills
Series 7, Series 6, Series 65, Series 63, Life & Health Insurance..., Life Insurance, Health Insurance, Variable Products, eMoney Advisor software
Education
Florida State University 2004 — 2008
Bachelors, Marketing
Florida State University - College of Business 2004 — 2008
B.S., Marketing
Sabadell United Bank May 2012 - Present
Bayview Asset Management September 2010 - May 2012
Wachovia, A Wells Fargo Company June 2009 - September 2010
Thomas D. Wood and Company November 2007 - December 2008
BPD Bank November 2006 - November 2007
Emigrant Bank March 2003 - November 2006
Skills
Real Estate, Loans, Mortgage Lending, Investment Properties, Commercial Mortgages, Credit, Real Estate Economics, REO, Asset Managment, Investors, Real Estate Transactions, Foreclosures, Mortgage Banking, Real Estate Development, Underwriting, Refinance, Investments, Due Diligence, Portfolio Management, Loan Origination, Financial Analysis, Banking, Disposition, Commercial Real Estate, Loan Modifications, Valuation, Financial Structuring, Leases, Construction Loans, Referrals, Short Sales, Commercial Lending, Asset Management, Selling, Mortgage Underwriting, Loan Servicing, Credit Risk, Sales, Mortgage Servicing, Funding, Loss Mitigation, Finance, Credit Analysis, Residential Homes, Financial Modeling, Real Estate Financing, Financial Services, Structured Finance, Management, Analysis
Education
Florida International University 2006 — 2006
MSIRE, International Real Estate Masters
University of Miami 2000 — 2003
BBA, International Finance and Marketing
Trend Group USA October 2012 - Present
ARC Analytics September 2011 - October 2012
Wachovia, A Wells Fargo Company April 2010 - March 2011
Wachovia, A Wells Fargo Company March 2009 - April 2010
Wachovia, A Wells Fargo Company June 2003 - March 2009
The St. Joe Company November 2002 - May 2003
The St. Joe Company August 2000 - November 2002
Skills
Spreadsheets, Customer Service, Excel, PowerPoint, Word, Access, Compliance, Administration, Microsoft Office, Microsoft Excel, Accounts Payable, Microsoft Word, Budgets, Financial Analysis, Banking, Financial Reporting, Sales, Management, Team Building, Strategic Planning
Education
Florida Atlantic University 2000 — 2004
BBA, Accounting
Miami Springs Senior High
Wells Fargo January 2014 - Present
Time Warner Cable June 2011 - January 2014
AXA Equitable June 2010 - May 2011
Wachovia, A Wells Fargo Company June 2007 - May 2010
Lab One April 2004 - May 2007
Fidelity Information Services November 2001 - April 2004
Sprint August 1997 - November 2001
US Air Force October 1990 - July 1997
Skills
SDLC, Project Management, Integration, Cross-functional Team..., Data Center, Quality Assurance, Security, Management, Project Planning, Leadership, Enterprise Software, Governance, Information Technology, Networking, Operations Management, Windows, Servers, Vendor Management, Program Management, Requirements Analysis, Business Analysis, Process Improvement, Team Building
Education
DeVry University's Keller Graduate School of Management-Missouri 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Computer Science
Florida State University 1995 — 1997
Associate of Arts and Sciences (AAS), Computer Information Systems
East High School, Kansas City Missouri 1987 — 1990
Diploma, Military Applied Sciences
BankUnited-Private Banking June 2010 - Present
Wachovia, A Wells Fargo Company February 2007 - June 2010
LendAmerica Home Loans 2005 - 2007
Skills
Loans, Commercial Lending, Mortgage Lending, Credit Analysis, Banking, Credit, Commercial Banking, Small Business Lending, Consumer Lending, Portfolio Management, Lines Of Credit, Series 63, Financial Analysis, Private Banking, Retail Banking, Investments, Loan Origination, FHA, Mortgage Banking, Wealth Management, Cross Selling, Finance, Residential Mortgages, Insurance, Commercial Mortgages, Treasury Management, Refinance, Retirement Planning, Cash Management, Credit Risk, Asset Based Lending, Financial Services, Relationship Management
Education
Florida International University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Florida State University 2002 — 2004
Associate of Arts (A.A.), Finance and Financial Management Services
Christopher Columbus High School 1999 — 2002
High School Diploma
St. Brendan
St. Brendan
St. Brendan
Symantec May 2014 - Present
TradePulse September 2006 - May 2014
Enterprise Events Group July 2006 - August 2006
Wachovia, A Wells Fargo Company December 2003 - June 2006
Miami-Dade County December 2001 - December 2003
Entre-Nos August 2001 - October 2001
Medtronic Vascular May 1997 - June 2001
Skills
SQL, Microsoft SQL Server, Database Administration, IT Management, Development Management, .NET, Project Management, Databases, Data Warehousing, Web Services, Business Analysis, SDLC, Crystal Reports, ASP.NET, Management, Web Applications, Software Development, Software Project..., Cloud Computing
Education
Florida International University 2003 — 2003
Master of Science (M.S.), Management Information Systems
Sonoma State University 1992 — 1996
Bachelor of Science (B.S.), Business Administration (Management Information Systems)
Wells Fargo Bank September 2015 - Present
TD January 2013 - September 2015
TD Bank Group October 2011 - September 2015
TD Bank Group October 2011 - September 2015
TD Bank Group October 2011 - January 2013
Zenta June 2009 - March 2011
Wells Fargo Home Mortgage December 2008 - June 2009
Bank of America November 2007 - November 2008
Wells Fargo Bank December 2002 - March 2007
Wachovia, A Wells Fargo Company May 2000 - December 2002
Skills
Credit, Mortgage Lending, Underwriting, Mortgage Banking, Risk Management, Financial Analysis, Community Outreach, Finance, Residential Mortgages, Relationship Management, Strategic Planning, Banking, Commercial Lending, Credit Analysis, Leadership, Management, Loans
Education
Webster University 1997 — 1998
MBA, Management, 3.5
Florida Agricultural and Mechanical University 1991 — 1995
BS, Business Administration
TD Bank
Lean Six Sigma Yellow Belt
JY Monk Real Estate School
N.C. Real Estate
CrossBodywork + Massage January 2014 - Present
Wells Fargo Home Mortgage June 2012 - April 2013
Wachovia, A Wells Fargo Company July 2007 - February 2011
Skills
Banking, Customer Service, Insurance, Retirement, Customer Relations, Small Business, Credit, Sales, Therapeutic Massage, Loans, Finance, Sports, Financial Services, Data Entry, Mortgage Lending, Customer Satisfaction, Microsoft Word, Process Improvement, Management, Healthcare, Leadership
Education
Florida College of Natural Health-Pompano Beach 2009 — 2010
Massage Therapy License, Massage Therapy/Therapeutic Massage
University of Florida 2003 — 2006
Bachelor of Arts (BA), Physical and Biological Anthropology
CarMax October 2014 - Present
Infosys McCamish Systems December 2011 - October 2014
Enova Financial June 2010 - August 2011
JP Morgan Chase September 2008 - June 2010
Wachovia, A Wells Fargo Company September 2007 - September 2008
Nuvell Financial Services July 2005 - September 2007
Education
Florida A&M University 2001 — 2004
Civil Engineering
Midwest-Health April 2012 - Present
Wachovia, A Wells Fargo Company 1999 - 2004
ABN AMRO Bank N.V. 1994 - 1999
Bank of America 1990 - 1994
Skills
Relationship Management, Financial Analysis, Project Management, Strategic Communications, Contract Negotiation, New Business Development, Supply Chain Management, Cross-functional Team..., Banking, Strategic Planning, Process Improvement, Sales, Team Building, Management, Business Development, Negotiation, Purchasing, Vendor Management, Forecasting, Operations Management, Strategy, Leadership
Education
Florida Atlantic University
Masters, Business Administration
Florida State University - College of Business
Bachelors, Finance
Target May 2014 - Present
Target August 2012 - May 2014
TOYS "R" US August 2011 - August 2012
Starboard Cruise Service May 2011 - August 2011
Wachovia, A Wells Fargo Company August 2010 - August 2011
New York and Company May 2008 - August 2009
Skills
Recruiting, Human Resources, HRIS, Training, Interviews, Customer Service, Employee Training, Leadership, Applicant Tracking..., New Hire Orientations, Management, Hiring, Personnel Management, Employee Relations, Onboarding, Employee Benefits, Sales
Education
Nova Southeastern University 2013 — 2015
Master of Science (M.S.), Organizational Leadership
Florida International University 2010 — 2011
Bachelor of Business Administration, Human Resource Management
Florida State University - College of Business 2007 — 2010
Associates of Arts, Business
The Fresh Market February 2012 - Present
American Express March 2008 - August 2011
Wachovia, A Wells Fargo Company November 2006 - February 2008
Lowe's Home Improvement August 2005 - October 2006
Education
Florida Atlantic University 1977 — 1979
BBA, Management
Cullman College 1973 — 1975
AA, Business Administration
Bank of America Merrill Lynch October 2013 - Present
Merrill Lynch October 2010 - October 2013
Wachovia, A Wells Fargo Company January 2010 - October 2010
Wachovia Bank January 2009 - December 2009
Wachovia Bank August 2007 - December 2009
Wachovia Bank February 2007 - December 2008
Caspers Group McDonald's March 2006 - February 2007
Caspers Group McDonald's June 2002 - February 2006
Skills
Microsoft Office, Banking, Call Center, Retail Banking, Cash Management, Microsoft Excel, PowerPoint, Microsoft Money, Microsoft Word, Internet Explorer, Customer Service, Budgets, Outlook, Access, Accounting, Call Centers, Customer Satisfaction, Coaching, Management, Training, Retail, Forecasting, Recruiting, Insurance, Data Analysis, Public Speaking, Process Improvement, Strategic Planning, Event Planning, Business Analysis, Sales, Auditing, PeopleSoft
Education
Strayer University 2010 — 2013
Bachelor of Business Administration, Finance
Florida Agricultural and Mechanical University 2000 — 2003
Business Administration
Wells Fargo May 2013 - Present
Wachovia, A Wells Fargo Company December 2011 - Present
Wells Fargo August 2011 - December 2011
Wells Fargo June 2010 - August 2011
Skills
Ability to Multi-task, Management, Banking, Time Management, Sales, Customer Service, Coaching, Sales Management, Loans, Credit, Consumer Lending, Retail Banking, Cross Selling, Small Business Lending, Commercial Banking, Commercial Lending, Lines Of Credit, Loan Origination, Relationship Management, Deposits, Risk Management, Cash Management, Portfolio Management, Credit Cards, Credit Risk, Insurance, Microsoft Office, Outlook, Financial Risk, Customer Satisfaction, Finance
Education
Florida International University 2010 — 2012
Bachelor's degree, Psychology
Miami Dade College 2007 — 2009
Associate of Arts (A.A.), Psychology
NeoGenomics Laboratories September 2013 - Present
Strategy Marketing Consulting September 2012 - Present
Power Bolt and Tools April 2012 - May 2013
5k Runners for the Future January 2012 - March 2013
DD's Product January 2007 - April 2012
Wachovia, A Wells Fargo Company December 2006 - December 2009
Skills
Online Marketing, Marketing Strategy, SEO, Social Media Marketing, Direct Marketing, Digital Marketing, Social Media, Business Development, Social Networking, Strategy, Strategic Planning, Web Analytics, Online Advertising, Investments, LinkedIn, Sales, Analytics, Market Planning, Small Business, Digital Media, Economics, SEM, Business Planning, Marketing Plan, Finance, Email Marketing, Product Marketing, Digital Strategy, Web Design, Blogging, Facebook, Social Marketing, Strategic Consulting, Twitter, YouTube, Wordpress, Dreamweaver, Inbound Marketing, markting planing, Online Branding, Managerial Finance, PPC Bid Management, Strategy Development, Web Development, Marketing, Brand Development, Advertising
Education
Google 2014 — 2014
AdWords Certification, Social Media I PPC I Google Ads I Basic Analytics
Inbound Marketing University 2013 — 2013
Inbound Marketing Certification Digital Marketing B2C B2B, Blogs, Social Media, Inbound Marketing, Landing Pages
Market Motive
Full Sail University 2012 — 2013
Master's degree, Internet Marketing Digital Marketing B2C B2B, 3.95
Florida Gulf Coast University 2010 — 2012
M.B.A, Business Administration concentration in Finance, 3.9
Florida Gulf Coast University 2004 — 2009
Bachelors, Marketing Digital Marketing B2C B2B
Florida Gulf Coast University 2004 — 2009
Bachelors, Management concentration Entrepreneurship Digital / Online Marketing B2C B2B
Broward Health Medical Center, CCS Perfsuion September 2012 - Present
Medical University of South Carolina August 2009 - September 2012
Wachovia, A Wells Fargo Company September 2007 - August 2009
Wells Fargo Financial March 2007 - September 2007
Skills
Leadership, Process Improvement, Sales, Customer Service, Strategic Planning, Research, Microsoft Excel, Patient Safety, Direct Patient Care, Clinical Research, Point of Care, Drug Recognition, BLS, EKG, Financial Analysis, Finance, Analysis, Budgets, Team Building, Long-term Care, Forecasting, Financial Modeling, Hospitals, Healthcare, ECMO, Cardiac Surgery, Perfusion, Surgery, Heart Failure, Medical Devices, Operating Room
Education
Medical University of South Carolina 2009 — 2012
BS, Cardiovascular Perfusion
Florida State University 2005 — 2006
B.S., Biology/Biological Sciences, General
Tallahassee Community College 1999 — 2005
A.A., Biology/Biological Sciences, General
Amtrak October 2012 - Present
Ryder Systems, Inc. February 2011 - October 2012
Lowe's Home Improvement May 2011 - October 2011
Ingersol Rand Corporation October 2010 - January 2011
Wachovia Corporation December 2003 - June 2010
Wachovia, a Wells Fargo Company June 2007 - May 2010
Wells Fargo December 2003 - May 2010
USAA; United Services Automobile Association June 2000 - September 2003
Eli Lilly and Comp[any April 1995 - May 2000
Amoco Corporation 1993 - 1995
Skills
Performance Consulting, Leadership Development, Succession Planning, Talent Management, Needs Analysis, Instructional Design, Organizational..., Performance Management, Organizational..., Employee Engagement, Change Management, Coaching, Organizational Design, Performance Improvement, Workforce Planning, Executive Coaching, Onboarding, Strategic Planning, Staff Development, Human Resources, Management, Team Leadership, E-Learning, Team Building, Leadership, Executive Development, Training, Business Development, Strategy, Employee Training, Training Delivery, Executive Management, Workshop Facilitation
Education
Florida State University 1980 — 1984
PhD, Education
SunTrust Bank November 2012 - Present
YMCA of South Palm Beach County 2011 - 2015
YMCA of South Palm Beach County 2011 - 2015
YMCA of South Palm Beach County 2011 - 2015
Fifth Third Bank October 2006 - November 2012
Wachovia, A Wells Fargo Company August 1990 - October 2006
First Union Bank/Wachovia August 1990 - September 2006
Skills
Cash Flow Lending, Asset Based Lending, Commercial Lending, Commercial Banking, Series 7, Strategic Leadership, Situational Leadership, Sales Management, Account Management, Client Relationship..., New Business Development, Partnership Development, Employee Recognition, Financial Analysis, Certified Cash Manager, Relationship Cultivation, Community Engagement, Strategic Thinking, Coaching, Financial Management, Sales Recruitment, Client Retention, Staff Retention, Middle Market, Loans, Small Business Lending, Partnerships, Management, Customer Retention, Leadership, Banking, Finance, Lines Of Credit, Portfolio Management, Mergers & Acquisitions, Financial Services, Credit Analysis, Recruiting, Credit, CRM, Managerial Finance, Treasury Management, Certified Treasury..., Treasury Services
Education
University of Florida - Warrington College of Business Administration
BSBA, Finance and Accounting
Florida Atlantic University 1989 — 1994
MBA, Finance
The Proven Method January 2015 - Present
Independent Contactor / Consultant January 2006 - January 2015
Delaware Bay Risk Solutions (DBRS) 2007 - 2008
GE Capital 2005 - 2005
Synovus 2001 - 2002
Wachovia, A Wells Fargo Company 1999 - 2001
Southeastern Mortgage and Financial Services, Inc. 1991 - 1999
Kidder Peabody 1986 - 1990
Skills
IT Solutions, IT Strategy, Strategic Planning, IT Management, IT Recruitment, Sales Management, Sales Process, Decision Analysis, Software Project..., Software Development, Data Warehousing, Data Analysis, Credit, Due Diligence, Leadership Development, Negotiation, Capital Markets, Risk Analysis, Turnarounds
Education
Florida State University 1974 — 1978
B. S.
Hernando High School - Brooksville, FL. 1973 — 1974
High School
Brick Township HS 1971 — 1972
JPMorgan Chase Bank,N.A. January 2011 - Present
Wachovia, A Wells Fargo Company September 2007 - December 2010
CitiFinancial June 2006 - September 2007
Education
Florida International University - College of Business 2002 — 2005
Bachelor, Business Management
CFA LEVEL 1 CANDIDATE
Wachovia, A Wells Fargo Company August 2010 - Present
Skills
Banking, Commercial Banking, Credit, Leadership, PowerPoint, Strategic Planning, Marketing
Education
Florida Atlantic University 2007 — 2009
Valencia Community College 2004 — 2006
Verizon Wireless February 2011 - January 2013
Muscular Dystrophy Association August 2010 - January 2011
Wachovia, A Wells Fargo Company January 2010 - August 2010
JP Morgan Chase -ChaseHealthAdvance August 2007 - August 2009
Skills
Sales, Marketing, Banking, Finance, Management Consulting, Salesforce.com, Customer Service, Account Management, Cold Calling, Customer Satisfaction, Microsoft Office, Sales Management, Coaching, New Business Development, Strategic Planning, Public Speaking, Time Management, Sales Presentations, Team Building, Microsoft Excel, B2B, Training, Recruiting, Analysis, Fundraising, Microsoft Word, Marketing Strategy, Social Networking, Event Planning, Business Development, Social Media Marketing, Team Leadership, Research, Sales Operations, Retail, Event Management, Advertising, PowerPoint, Direct Sales, Strategy, Marketing Communications, Sales Process, Trade Shows, Forecasting, Lead Generation, Business Planning, Contract Negotiation, Employee Training, Facebook, Strategic Partnerships
Education
Florida State University 2003 — 2006
BA, Political Science & International Affairs
Single Stop USA May 2009 - August 2012
Miami Dade College August 2010 - May 2012
Wachovia, A Wells Fargo Company June 2008 - February 2009
Skills
Customer Service, PowerPoint, Research, Microsoft Excel, Singing, Public Speaking, Graphic Design, Nonprofits
Education
Florida International University 2012 — 2014
Bachelor of Arts (B.A.), Psychology
Miami Dade College 2009 — 2012
Associate of Arts (A.A.), Biology
Florida Capital Bank March 2015 - Present
Florida Capital Bank December 2006 - Present
Wachovia, A Wells Fargo Company January 1995 - December 2006
First Union 1995 - 1998
Skills
Banking, Analysis, ACH, Wire Transfers, Treasury Services, Treasury Management, Electronic Payments, Internet Banking, Management, Payments, Financial Services
Education
Florida State College at Jacksonville
Finance
HSBC June 2010 - Present
Wachovia, A Wells Fargo Company April 2006 - January 2011
Wachovia, A Wells Fargo Company June 2006 - April 2008
Washington Mutual Bank/Chase Bank January 2004 - June 2006
Skills
Banking, Loans, Partner Management, Risk Assessment, Treasury Services, Investment Products, Portfolio Management, Commercial Banking, Research Analysis, Credit Analysis, Corporate Finance, Commercial Lending
Education
Florida Atlantic University 2008 — 2010
MBA, Finance and International Business
Florida Atlantic University
Bachelor of Arts, Social & Political Science
Enjoying intellectual freedom July 2015 - Present
BMO Private Bank, BMO Harris Bank N.A. February 2009 - July 2015
Certified Financial Planner Board of Standards, Inc. January 2013 - December 2013
Friends of MacArthur Beach State Park January 2010 - June 2013
Wachovia, A Wells Fargo Company 2001 - 2009
Kislak National Bank 1999 - 2001
BankUnited 1997 - 1999
Boca Bank 1991 - 1996
Southeast Bank 1979 - 1991
East First National Bank 1977 - 1979
Skills
Credit Analysis, Private Banking, Financial Analysis, Wealth Management, Loans, Credit, Banking, Underwriting, Commercial Lending, Portfolio Management, Financial Structuring, Retail Banking, Consumer Lending, Small Business Lending, Commercial Banking, Treasury Management, Investment Advisory, Wealth Management..., Financial Advisory, Securities
Education
Florida Gulf Coast University 2001 — 2002
Financial Planning Curriculum, Certified Financial Planner®
Louisiana State University 1999 — 2000
Professional Master of Banking, Banking
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1982
Graduate Degree in Banking, The Stonier Graduate School of Banking
University of Oklahoma
American Bankers' Association National Commercial Lending School
University of Oklahoma
Instalment Lending
University of Florida 1969 — 1970
Miami Dade College 1968 — 1969
A.S., Earth Sciences
Norland High School 1964 — 1967
Wachovia, A Wells Fargo Company August 2008 - June 2009
Fidelity Information Services August 2006 - June 2008
Wachovia, A Wells Fargo Company May 2005 - August 2006
Education
University of Phoenix 2004 — 2006
BS, Business Management
Florida State College at Jacksonville 1990 — 1997
Associates
Miami-Dade Public Defender's Office June 2014 - Present
St. Thomas University August 2013 - Present
Wachovia, A Wells Fargo Company May 2011 - August 2013
Skills
Marketing, Customer Service, Social Media, Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Financial Analysis, Teamwork, Data Entry, Sales, Customer Satisfaction, Access, Time Management, Accounting, Process Improvement, Public Speaking, Research
Education
St. Thomas University School of Law 2013 — 2016
Florida A&M University 2008 — 2013
Bachelor of Science (B.S.), Business Administration
Inmar July 2012 - Present
Wells Fargo Bank June 2006 - August 2011
Wachovia, A Wells Fargo Company June 2006 - April 2010
Wachovia Securities, LLC June 2002 - June 2006
Skills
Banking, Finance, Financial Analysis, Financial Planning, Forecasting, Management, Strategic Financial..., Strategy, Wealth Management
Education
Florida Atlantic University 1998 — 2001
Bachelors of Science, Finance
terra HR May 2015 - Present
ADP March 2014 - May 2015
ADP April 2012 - March 2014
ADP February 2011 - April 2012
Wachovia, A Wells Fargo Company February 2009 - February 2011
BankAtlantic July 2006 - March 2008
Skills
Banking, Commercial Banking, Cross Selling, Deposits, Payroll, Reports, Retail Banking, ADP Payroll, Payroll Taxes, Certified Payroll, Payroll Services, Payroll Analysis, Multi-state Payroll..., Payroll Conversions, Time & Attendance, PeopleSoft, Ceridian, 401k
Education
Saint Thomas University 2014 — 2016
Master of Business Administration (MBA), Specialization in Accounting
Florida International University - College of Business Administration 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Space Coast Credit Union January 2012 - March 2014
US Army Reserve October 2010 - July 2011
Mass Mutual April 2010 - November 2010
Pratt Financial Group October 2009 - October 2010
Nationwide Credit, Inc. July 2008 - February 2009
Wachovia, A Wells Fargo Company July 2005 - April 2008
Skills
Credit Counseling, Banking, Fundraising, Public Speaking, Customer Service, Strategic Financial..., Program Management, Strategic Planning, Management, Budgets, Portfolio Management, Analysis, Marketing, Microsoft Office, Microsoft Word, Small Business, Finance
Education
Florida International University 2003 — 2010
Finance
Follow Me Realty Associates with Atlanta Communities January 2015 - Present
Wachovia, A Wells Fargo Company June 2007 - November 2008
Wachovia, A Wells Fargo Company November 1988 - November 2008
Skills
Customer Service, Community Outreach, Entrepreneurship, Foreclosures, Inspection, Leadership, Contract Negotiation, Social Networking, Office Management, Problem Solving, Pricing, Relocation, Real Estate, First Time Home Buyers, Residential Homes, Real Property, Investment Properties, Sellers, Marketing, Referrals, Negotiation, Short Sales, Selling, Investors, Condos
Education
Georgia Southern University 1974 — 1976
BS, Science/Dental
Florida Community College at Jacksonville 1972 — 1974
ACSI Translations October 2010 - Present
Wachovia, A Wells Fargo Company June 2009 - May 2011
Wachovia Bank June 2009 - May 2011
Finesa Real Estate Group April 2007 - May 2009
Wachovia Bank January 2006 - April 2007
Wachovia Bank May 2004 - January 2006
Frozen Foods June 1996 - May 2001
Skills
Banking, Credit, Spanish, Commercial Lending, Loans, Small Business Lending, Finance, Commercial Banking, Mortgage Lending, Investments, Credit Analysis, Underwriting, Insurance, Financial Analysis, Financial Services, Asset Managment, Cash Management, Strategic Planning, Translation, Technical Translation, Legal Translation, Medical Translation, Financial Translation, Interpreting, Interpretation, Conference Interpreting, Simultaneous..., Multicultural, Multicultural Marketing, Multicultural..., Multicultural Education, Project Planning, Project Management, Project Delivery, Cross-functional Team..., Strategy, Leadership, Multilingual, Marketing, Small Business, Portfolio Management, Globalization, Foreign Languages, Latin America, Intercultural..., Internationalization, Terminology, Portuguese, French, Localization
Education
American University - Kogod School of Business 2011 — 2014
MBA, Global Emerging
Florida Gulf Coast University 2001 — 2004
Bachelors, Marketing
SunTrust Bank February 2011 - Present
TotalBank February 2010 - February 2011
Wachovia, A Wells Fargo Company January 2009 - February 2010
Regions Financial Corporation October 2006 - December 2008
Morgan Stanley July 2006 - October 2006
Mercantil Commercebank, N.A. December 2004 - July 2006
Wachovia Bank December 2003 - December 2004
Skills
Portfolio Management, Underwriting, Microsoft Excel, IBM iSeries, Lotus 123, Loans, Banking, Credit, Commercial Banking, Commercial Lending, Mortgage Lending, Financial Analysis, Credit Analysis, Risk Management, Credit Risk, Investments, Leadership, Business Development, Insurance, Retail Banking, Cash Management, CRM, Financial Services, Small Business Lending, Real Estate, Finance, Cross Selling, Cash Flow, Consumer Lending, Customer Service, New Business Development, Coaching, Management, Sales, Treasury Management, Commercial Mortgages, Relationship Management, Small Business, Lines Of Credit, Loan Origination, Budgets, Training, Asset Based Lending, SBA
Education
Florida International University - College of Business 2008 — 2009
Master's in Business Administration, Professional MBA
University of Phoenix 2002 — 2004
B.S. in Business Management, Business Management
Burgess Group, LLC July 2015 - Present
TEKsystems October 2014 - July 2015
Altarum February 2014 - August 2014
eGlobalTech May 2013 - February 2014
Public Consulting Group May 2011 - May 2013
Lockheed Martin April 2009 - February 2011
HP October 2007 - March 2009
HBS Health Business Solutions January 2007 - August 2007
TMG Health July 2005 - January 2007
Wachovia, A Wells Fargo Company August 2005 - August 2006
Skills
SQL*Plus, Perl, VBA, CSS Javascript, Java, Microsoft SQL Server, Medical Terminology, Medical Billing, Medical Coding, Microsoft Office, Medicaid, Medicare/Medicaid..., HTML, XHTML, PHP, DRG, CPT, HCPCS, EDI, 5010, 4010, Trend Analysis, Health Care Fraud, EMR, EHR, HIPAA, Medical Information..., Healthcare Information..., Medical Informatics, Data Analysis, Third Party Billing, Informatics, Visio, Analysis, Healthcare, Managed Care, Training, Databases, ICD-9, Health Insurance, Policy, Insurance, ICD-10, Hospitals, SQL, Access, Revenue Cycle, Troubleshooting, SharePoint, Data Entry
Education
Nova Southeastern University 2012 — 2015
Master of Business Administration (M.B.A.), Business Intelligence / Analytics
University of West Florida 2010 — 2011
Bachelors of Science, Medical Information Technology, Certificate in Medical Informatics, Certificate in HIPAA of 1996
Tallahassee Community College 2007 — 2009
Associates of Arts, General Study
Keiser College 2006 — 2006
Certified Billing and Coding Specialist from National Healthcareer Association
Florida Agricultural and Mechanical University
Henry Schein Dental September 2012 - Present
Evershore Financial Group October 2010 - August 2012
Triomphe Medical January 2008 - September 2010
Colonial Bank June 2006 - December 2007
IronStone Bank September 2005 - May 2006
Palm Beach County Bank December 2002 - June 2005
Celtec Communications December 1999 - November 2002
J.D. Gilbert & Co. C.P.A February 1988 - December 1999
Wachovia, A Wells Fargo Company March 1980 - February 1988
Skills
Wealth Management, Estate Planning, Series 6, Retirement Planning, Employee Benefits, Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit, Banking, Portfolio Management, Annuities, Investments, Securities, Credit Analysis, Financial Analysis, Insurance, Risk Management, Mortgage Lending, Business Development, Strategic Financial..., Sales, Sales Management, Financial Risk, Financial Services, Relationship Management, Financial Advisory, Fixed Annuities, Finance, CRM, Series 7, Mutual Funds, Cross Selling, Small Business, Treasury Management, Underwriting, Management
Education
Florida Atlantic University
Bachelor Of Business Administration, Finance and Accounting
Florida Atlantic University
Bachelor; Post graduate work, Business Administration;Accounting and marketing
Florida Gulf Coast University
Certified Financial Planning Certification
Florida Gulf Coast University
Old Orchard Brands June 2010 - Present
Wachovia, A Wells Fargo Company 2004 - 2009
US Airways January 1999 - March 2002
Pinnacle Airlines Corp. March 1996 - December 1998
Education
Florida Institute of Technology 1988 — 1992
Aviation Management/Flight Technology, Aviation
Regions Financial Corporation April 2013 - Present
Bank of America May 2009 - April 2013
Wachovia, A Wells Fargo Company 2008 - 2009
Residential Concepts Credit and Financial Services, Inc. August 1999 - June 2007
Skills
Mortgage Lending, Loans, Credit, VA loans, Refinance, FHA, USDA, FHA financing, Government Loans, Mortgage Banking, Non-Conforming, Residential Mortgages, Loan Origination, Construction Loans, Reverse Mortgages, Home Equity Lines of..., Home Equity, HomePath, Home Equity Loans, Debt Consolidation, FHA Financing, Financial Services, Mortgage Servicing, Mortgage Underwriting, Real Estate, VA Loans
Education
Florida Agricultural and Mechanical University 1978 — 1983
Bachelor's Degree, Public Administration
First Commerce Credit Union December 2010 - Present
Wachovia, A Wells Fargo Company January 1990 - December 2010
Skills
Inventory Management, Small Business Lending, Loans, Budgets, Commercial Lending, Credit, Finance, Public Speaking, Banking, Retail Banking, Leadership, Credit Analysis, Commercial Real Estate, Financial Analysis, Executive Management, Team Building, Risk Management, Commercial Banking, Analysis, Customer Service, Loan Origination, Management, New Business Development, Policy, Portfolio Management, Relationship Management, Sales, Sales Management, Small Business, Strategic Planning, Underwriting, Insurance
Education
Florida Agricultural and Mechanical University 1985 — 1989
Bachelor of Science, Business Administration
Radixx International December 2014 - Present
Apple May 2013 - December 2014
Aon March 2012 - December 2014
Target HOPE 2000 - 2012
Wachovia, A Wells Fargo Company January 2007 - December 2011
STEER May 2009 - January 2011
Skills
Microsoft Office, SharePoint, Visio, HTML, Access, WordPress
Education
Florida State University 2006 — 2010
ACTS: Applications Consulting Training Solutions, Inc. June 2015 - Present
DocuTech February 2013 - June 2015
JP Morgan Chase May 2011 - February 2013
Lender Processing Services April 2009 - May 2011
Thought Leadership Institute June 2008 - December 2009
Edible Arrangements May 2006 - December 2009
Wachovia January 2004 - May 2006
Wachovia, A Wells Fargo Company March 2001 - January 2004
Wachovia, A Wells Fargo Company June 1999 - March 2001
Modis/Accustaff 1996 - 1999
Skills
Sourcing, Project Management, Human Resources, CRM, Vendor Management, Recruiting, Talent Acquisition, Process Improvement, Applicant Tracking..., Temporary Placement, Talent Management, Business Analysis, Technical Recruiting, Performance Management, Onboarding
Education
Flagler College 1990 — 1994
BA
Connect International Group, Inc. May 2014 - Present
Apollo Bank December 2011 - May 2014
SunTrust Bank January 2008 - December 2011
Wachovia, A Wells Fargo Company 1997 - 2007
JRP Screen Printing, Inc 1990 - 1997
Skills
Commercial Banking, Credit, Banking, Loans, Wealth Management, Investments, Mortgage Lending, Sales, Commercial Lending, Retail Banking, Relationship Management, Credit Analysis, Small Business Lending, Underwriting, Portfolio Management, Cross Selling, Private Banking, Treasury Management, Cash Management, Business Development, Risk Management, Credit Risk, Financial Analysis, Business Strategy, Consumer Lending, Leadership, Marketing, Finance, Financial Services, Refinance, Strategic Partnerships, Asset Based Lending, Coaching, Financial Risk, Branch Banking, Branch Management, Commercial Mortgages, Lines Of Credit, Loan Origination, AML, Deposits, KYC, SBA, Residential Mortgages, Financial Institutions, Mortgage Banking, Credit Cards, Wealth Preservation, Client Retention..., Management
Education
Florida International University - College of Business Administration 1994 — 1995
International Business
Miami Dade College 1992 — 1994
Associates in Arts, Business
Monsignor Edward Pace 1989 — 1992
High School Diploma, High School
Nuance Communications July 2014 - Present
Contractor and Consultant January 1990 - Present
Edgewater Technology February 2014 - July 2014
Aspect Software September 2013 - February 2014
Haley & Aldrich April 2011 - September 2013
Liberty Mutual December 2008 - April 2011
Connected Data Systems, Inc. (NET1Plus) January 1995 - December 2008
Wachovia, A Wells Fargo Company May 2008 - July 2008
Northeast Computer Associates (Founder & Partner) September 1980 - December 1994
Skills
Hyper-V, VMware ESX, Microsoft Exchange, VPN, VLAN, Data Center, BGP, OSPF, Juniper, Fortigate, Windows Server 2008, Virtualization, Xen, CentOS, Redhat, TCP, DNS management, DNS, Dell PowerEdge Servers, NetApp, Ironport, Websense, Riverbed, Linux, cPanel, Ensim Unify, Microsoft SQL, SAN, Microsoft DPM, Cisco Switches, Cisco Routers, Microsoft SQL Server, Windows Server, Cloud Computing, WAN, Integration, Switches, System Administration, Cisco Technologies, Cisco Nexus
Education
Microsoft Education 2003 — 2012
MSCE, Exchange, Hyper-V
Fitchburg State College 1983 — 1987
Computer Science
Farmers Insurance October 2014 - Present
Seterus, Inc. (a subsidiary of IBM) February 2012 - December 2013
Barclays Capital Real Estate Inc., DBA HomEq Servicing January 2008 - November 2010
HomEq Servicing January 2002 - April 2009
Wachovia, A Wells Fargo Company January 1999 - June 2001
Baptist Health South Florida located in Miami, Florida November 1998 - January 1999
Baptist Health South Florida located in Miami, Florida February 1991 - October 1998
Southeast Bank, NA April 1988 - January 1991
Southeeast Bank, NA April 1987 - April 1988
Skills
Credit, Mortgage Servicing, Management, Loans, Finance, Loan Servicing, Call Centers, Financial Services, Loss Mitigation, Risk Management, Mortgage Lending, Analysis, Banking, Default, Process Improvement, Portfolio Management, Financial Risk, Customer Service, Forecasting, Business Analysis, Credit Risk, Training, Mortgage Banking, Performance Management, Loan Modifications, Strategy, Program Management, Insurance, Credit Cards, Mortgage Underwriting, Team Leadership, Call Center, Loan Origination, Marketing, Life Insurance, Property and Casualty..., Retirement, Fixed Annuities, Variable Annuities
Education
Florida International University - College of Business Administration 1995 — 2001
MBA
Florida International University - College of Business 1982 — 1986
BBA, Marketing Management
Miami Dade College 1980 — 1982
AA, Business Administration
Goldstein Schechter Koch January 2014 - April 2014
Fort Lauderdale Auto Rental April 2012 - December 2013
Crowe Horwath LLP January 2012 - March 2012
Wachovia, A Wells Fargo Company February 2008 - December 2009
Countrywide Home Loans August 2006 - February 2008
The Continental Group August 2005 - August 2006
Carnival Cruise Lines October 1999 - July 2005
Skills
Computer, Foreign Languages, Client Retention, Team Leadership, Team Coordination, Project Execution, Social Networking, Corporate Branding, Self-starter, Tax Accounting, Financial Accounting, Real Estate, Banking, Loan Origination, Property Management, Project Management, Microsoft Office, Spanish-speaking, French, Financial Services, Financial Analysis, Finance, Customer Retention, Team Building
Education
Florida International University - College of Business Administration 2009 — 2012
Bachellor, Accounting
Miami Dade College 2007 — 2009
Associate of Arts (AA)
Aldi Food Markets January 2013 - Present
PwC June 2011 - August 2012
Distinguished Young Gentlemen April 2010 - July 2012
Florida A&M University May 2011 - May 2012
Wachovia, A Wells Fargo Company June 2010 - August 2010
Skills
Management, PowerPoint, Public Speaking, Marketing, Event Planning, Public Relations, Budgets, Social Media, Leadership, Time Management, Microsoft Excel, Community Outreach, Sales, Research, Customer Service, Human Resources, Recruiting, Employee Training, Staff Development, Social Networking
Education
Florida Agricultural and Mechanical University 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
School of Business and Industry 2008 — 2012
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
World Fuel Services September 2015 - Present
Ryder System, Inc. February 2014 - Present
Redbox November 2012 - February 2014
Redbox July 2011 - November 2012
University of Chicago Booth School of Business August 2009 - July 2011
Eli Lilly and Company June 2010 - August 2010
Wachovia, A Wells Fargo Company June 2008 - July 2009
Wachovia Wells Fargo June 2006 - August 2008
Franklin Templeton Investments October 2005 - June 2006
Franklin Templeton Investments September 2005 - June 2006
Skills
SAS, SQL, Portfolio Management, Strategy, Cross-functional Team..., Risk Management, Financial Risk, Corporate Finance, Valuation, Analysis, Forecasting, Tableau, Finance, Sales Analysis, Analytics, Retail Sales Analysis, APT, Financial Modeling, Financial Analysis, Leadership, Management
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Finance, Strategic Management
University of Chicago 2009 — 2011
MBA, Finance
Florida Atlantic University 2001 — 2005
Bachelor, Business Administration; Finance
Morgan Stanley Private Bank, NA January 2014 - Present
Morgan Stanley Private Bank, NA May 2011 - January 2014
Wachovia A Wells Fargo Company November 2009 - May 2011
Wachovia Bank March 2007 - November 2009
Wachovia Bank October 2001 - March 2007
Wachovia Bank August 1987 - October 2001
Skills
Banking, Management, Coaching, Recruiting, Series 7, Commercial Lending, Leadership, Small Business Lending, Credit, Loans, Commercial Banking, Private Banking, Training, Wealth Management, Finance, Sales, Portfolio Management, Credit Analysis, Consumer Lending, Retail Banking, Relationship Management, Cash Management, Retirement Planning, Equities, Mortgage Lending, Risk Management, Financial Services, Securities, Underwriting, Lines Of Credit, Financial Analysis, Investments, Cross Selling
Education
Florida Int'l University - College of Business Administration - MBA 1995 — 1998
MBA
Florida International University 1986 — 1998
Florida Int'l Univ. - BA in Economics/Int'l Relations 1986 — 1993
B.A, Economics & Int'l Rel, Double Major
Florida International University 1986 — 1993
Rosenburg & Rosenburg April 2015 - Present
Pacine & Levine, P. A. June 2013 - Present
Schwartz & Roller LLP September 2012 - Present
411-PAIN June 2010 - Present
Law Office of Arturo Dopazo, III, P.A. September 2008 - Present
Welt & Rheaume, P.A. September 2013 - January 2015
Nuñez Law, P.L. April 2012 - April 2014
Law Office of Alexis Izquierdo, P. A. June 2010 - January 2014
Wachovia, A Wells Fargo Company March 2006 - August 2008
Skills
Personal Injury, Microsoft Excel, Spanish, Microsoft Office, Legal Assistance, Microsoft Word
Education
Florida International University
Criminal Justice
University of Miami
Paralegal studies
Wells Fargo February 2013 - Present
Wells Fargo Bank July 2011 - January 2013
Wachovia, A Wells Fargo Company June 2005 - July 2011
Wachovia April 2002 - June 2005
Wachovia June 2001 - April 2002
Wachovia February 2000 - June 2001
First Union National Bank May 1997 - February 2000
Skills
Banking, AML, Risk Management, Fraud, OFAC, Loss Mitigation, Bank Secrecy Act, Credit, Operational Risk, Operational Risk..., Corporate Security, Financial Risk, Risk Assessment, Security, Protection, Certified Fraud Examiner, Anti Money Laundering
Education
Florida Institute of Technology
Business Management
Perfectly Imperfect Photos June 2008 - Present
Wachovia, A Wells Fargo Company March 2005 - Present
Wachovia, A Wells Fargo Company July 2004 - March 2005
Wachovia, A Wells Fargo Company January 2004 - July 2004
Education
Florida State College at Jacksonville 1997 — 2005
General
Broward County Schools April 2013 - Present
Wachovia, A Wells Fargo Company August 1998 - October 2012
Skills
Customer Service, Budgets, Microsoft Office, Project Management, Account Management, Microsoft Excel, Sales Management, New Business Development, Negotiation, Microsoft Word, SEM, Online Advertising, Operations Management, Substitute Teacher, Manage/Motivator, Policy/Procedures..., Performance Measurements, Program Development, Customer Retention, Business Strategy, Business Analysis, Business Intelligence, Banking, Coaching, C++, Visual Arts, SQL, Cross-functional Team..., Contract Negotiation, Inventory Management, Inventory Control, Risk Management, Vendor Relationship..., Leadership Development, Human Resources, SAP, Purchasing Negotiation, Lean Warehousing, Forecasting, Financial Analysis, Information Systems..., Business Administration, Organizational Design, Ethical Decision Making, Predictive Modeling, Capstone, SPSS, Database Administration, Marketing Strategy, Statistical Data...
Education
Florida Memorial University 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration
Florida Memorial College 2008 — 2011
Bachelor’s Degree, Management Information Systems, Graduate in the top 10% Magna Cum Laude
JPMorgan Chase & Co. August 2015 - Present
Chase July 2010 - August 2015
Wachovia, A Wells Fargo Company September 2009 - June 2010
BankAtlantic June 2007 - September 2009
Education
Florida Atlantic University
BS, Political Science
JPMorgan Chase Bank, N.A July 2011 - February 2015
RBC Bank 2009 - 2010
Wachovia, A Wells Fargo Company August 2008 - September 2009
Wachovia, A Wells Fargo Company March 2005 - August 2008
Skills
Banking, Loans, Credit, Mortgage Lending, Consumer Lending, Small Business Lending, Commercial Banking, Commercial Lending, Retail Banking, Loan Origination, Mortgage Banking, Investments, Series 63, Lines Of Credit, Cross Selling, Refinance, Series 6, Private Banking, Fixed Annuities, Credit Cards, Mutual Funds, Relationship Management
Education
Florida A&M University
B. S., Business Administration
Vizergy Digital Travel Marketing April 2015 - Present
Florida Blue April 2012 - January 2015
HSN October 2011 - April 2012
GuideWell 2012 - 2012
HSN February 2011 - October 2011
HSN May 2009 - February 2011
HSN March 2009 - May 2009
Clutch Magazine January 2008 - August 2008
Talbots January 2007 - July 2007
Wachovia, A Wells Fargo Company October 2002 - July 2007
Skills
E-commerce, Merchandising
Education
Florida State University 2007 — 2009
Bachelor of Science, Textiles and Consumer Sciences; Textile Merchandising
PNC Financial Services Group June 2007 - Present
Wachovia, A Wells Fargo Company December 2005 - June 2007
Skills
Bilingual, Spanish-English, Recruiting, Interviews, Employee Relations, Talent Management, Sourcing, Banking, Management, Talent Acquisition, Onboarding, College Recruiting, Applicant Tracking..., Time Management, Human Resources
Education
Florida Atlantic University
Human Resources and Business Administration courses
Palm Beach Community College
AA, Business Administration
Wells Fargo Advisors, LLC. March 2013 - Present
Wells Fargo Bank December 2009 - March 2013
Wachovia, A Wells Fargo Company December 2007 - December 2009
Wachovia, A Wells Fargo Company 1997 - 2007
Skills
Banking, Investments, Management, Financial Services, Finance, Financial Advisory, Insurance, Sales, Business Development, Small Business, Budgets, Portfolio Performance...
Education
Flagler College 1983 — 1985
Business Administration and Management
FIS February 2015 - Present
Fidelity National Information Services April 2013 - February 2015
Greenwise Bankcard, LLC October 2010 - April 2013
Greenwise Bankcard, LLC April 2011 - October 2012
Greenwise Bankcard, LLC October 2010 - March 2011
First Data Corporation October 2008 - October 2010
Wachovia, A Wells Fargo Company October 2007 - October 2008
Clayton 2007 - 2008
Skills
Underwriting, Risk Management, Financial Risk, Credit Risk, Technical Writing, Technology Integration, Operations Management, IT Operations, Payments, Management, Credit Cards, Analysis, Credit, Debit Cards, Merchant Services, Payment Card Processing, Strategic Planning, Operational Risk..., Product Development, Business Analysis, Vendor Management, Process Improvement, E-payments, Credit Analysis, Financial Analysis, Risk Assessment, PCI DSS, Payment Industry, Strategy, Cards, Electronic Payments, Acquiring, Training
Education
Florida Atlantic University
BA, Finance/ Real Estate
E-Source Tax Express, Corp (Franchises) May 2013 - Present
Digital Risk January 2013 - October 2014
Bank of America July 2011 - January 2013
JPMorgan Chase & Co. April 2009 - July 2011
Wachovia, A Wells Fargo Company July 2007 - August 2008
Skills
Underwriting, Mortgage Lending, Credit, Loans, Credit Analysis, Risk Management, Financial Analysis, Banking, Portfolio Management, Credit Risk, Financial Risk, Mortgage Banking, Loan Origination, Insurance, Refinance, Operations Management, Sales Management, Sales Operations, Executive Management, Executive Coaching, Financial Services, Finance, Commercial Banking, Investments, Relationship Management, Retail Banking, Financial Modeling, Due Diligence, Asset Management, Analysis
Education
AHU School of Law
Law
Florida International University
Political Science, Political Science and Government
Keiser University-Ft Lauderdale
Legal Studies, Legal Studies, General
Hall Consulting Services November 2011 - December 2013
Volunteer Income Tax Assistance (VITA) January 2011 - April 2012
Kaplan University August 2011 - November 2011
Johnny Session CPA Firm June 2010 - July 2011
WANM 90.5 The Flava Station November 2006 - June 2011
Wachovia, A Wells Fargo Company June 2010 - November 2010
Camp Adventure Youth Services 2006 - 2007
Skills
Customer Service, Auditing, Training, Budgets, Time Management, Recruiting, Marketing, Sales, Account Reconciliation, General Ledger, Accounting, Financial Analysis, Financial Reporting, Networking, Tax, Credit, QuickBooks, Microsoft Excel, Employee Benefits, Financial Accounting, Small Business, Access
Education
Florida A&M University 2009 — 2011
MBA, Business Administration
Florida Agricultural and Mechanical University 2005 — 2009
Bachelor of Science in Accounting, Accounting
TD May 2015 - Present
TD November 2012 - May 2015
TD December 2010 - November 2012
TD Bank November 2009 - December 2010
PNC Financial Services Group October 2008 - October 2009
Wachovia, A Wells Fargo Company April 2007 - October 2008
Wachovia/ December 2005 - April 2007
Wachovia June 2001 - November 2005
Capgemini May 2000 - May 2001
Atea May 1999 - May 2000
Skills
Leadership, Loans, Management, Marketing, Marketing Strategy, Mortgage Lending, New Business Development, Small Business Lending, CRM, Coaching, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Customer Service, Finance, Financial Services, Investments, Portfolio Management, Recruiting, Retail Banking, Sales, Sales Management, Team Management, Training, Program Management, Banking, Wealth Management, Lines Of Credit, Cross Selling, Relationship Management, Risk Management, Branch Banking, Loan Origination, Commercial Mortgages, Branch Management, Residential Mortgages, Treasury Management, SBA, Mortgage Banking, Financial Analysis, Deposits, Cold Calling, Credit Risk, Refinance, Home Equity Lines of..., Series 63, Credit Cards, Mutual Funds, Retail
Education
Florida State University
Janney Montgomery Scott LLC January 2008 - Present
Wachovia, A Wells Fargo Company March 2002 - December 2007
Washington Mutual Bank June 1999 - March 2002
Skills
Asset Allocation, Asset Management, Banking, Financial Analysis, Financial Services
Education
Florida International University - College of Business
Business Administration, Management and Operations
elementry
First Citizens Bank July 2014 - Present
JP Morgan Chase July 2008 - July 2014
JPMorgan Chase July 2008 - July 2014
wamu July 2007 - July 2008
Wachovia, A Wells Fargo Company July 2003 - July 2007
Skills
Customer Relations, Banking, Commercial Lending, Credit, Loans, Small Business Lending, Commercial Banking, Loan Origination, Cash Management, Lines Of Credit, Relationship Management, Treasury Management, Cross Selling, Financial Services, Business Development, Deposits, Forecasting, New Business Development, Treasury Services, Cash Flow Lending, Team Building, Business Relationship..., Risk Management, Customer Service, Wealth Management, Commercial Mortgages, Credit Analysis, Real Estate, Finance
Education
Florida International University 2005 — 2008
Bachelor, Finance
Morgan Stanley July 2015 - September 2015
UBS Wealth Management February 2005 - August 2012
Wachovia, A Wells Fargo Company August 2002 - February 2005
Wachovia, A Wells Fargo Company May 2002 - August 2002
Skills
Equities, Mutual Funds, Investments, Fixed Income, Portfolio Management, Finance, Alternative Investments, Banking, Leadership, Bloomberg, Risk Management, Wealth Management, Trading, Microsoft Office, Securities, Bloomberg Terminal, Financial Services, Leadership Development, Interpersonal Skill, Time Management, Asset Management, Relationship Management, Project Management, Asset Allocation, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Trading Operations, Presentations, KYC, anti-money laundering..., Micros, Capital Markets, MS Excel Pivot Tables, Cross Functional Team..., Interpersonal Skills, Analytical Skills, Social Media, Social Media..., Bonds, Financial Analysis, Marketing Strategy
Education
Florida International University - College of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8
Morgan State University 1997 — 2003
Bachelor of Science, International Finance
Ryder System, Inc. April 2015 - Present
Ryder System, Inc. February 2012 - Present
MarketGrader March 2011 - February 2012
Baptist Health South Florida located in Miami, Florida 2008 - 2011
Wachovia, A Wells Fargo Company 2007 - 2008
Skills
Corporate Finance, Security Analysis, Financial Analysis, Financial Modeling, Banking, Finance, Risk Management, Credit, Investments, Accounting, Portfolio Management, Strategic Financial..., Access, Financial Reporting, Data Analysis, Leadership, Due Diligence, Microsoft Excel, Business Analysis, Analysis, Forecasting, Process Improvement, Financial Planning
Education
Florida International University - College of Business Administration 2010 — 2011
Master in Finance, Financial Investments
Florida International University 2006 — 2009
Bachelor of Arts, Psychology
American Express August 2014 - Present
Management Leadership for Tomorrow March 2014 - August 2014
SBS - Mega TV April 2014 - July 2014
Comcast Spotlight June 2011 - March 2014
Wachovia, A Wells Fargo Company February 2011 - June 2011
FIU, Recreation Services October 2008 - April 2011
DraftFCB NYC June 2009 - August 2009
Broward Health June 2008 - August 2008
Skills
Web Design, InDesign, Social Media Marketing, Facebook, Event Planning, Public Relations, Microsoft Office, Marketing, PowerPoint, Digital Marketing, Online Advertising, Microsoft Excel, Marketing Communications, Social Networking, Digital Media, Public Speaking, Account Management, Cold Calling, Cable Television, New Business Development, Social Media, Television
Education
Florida International University 2006 — 2010
Bachelor of Science, Advertising
St. Thomas Aquinas High School 2002 — 2006
St. Helen Catholic School
COOLA Suncare April 2015 - Present
LIVE LOVE SPA April 2014 - April 2015
COOLA Suncare October 2013 - April 2014
COOLA Suncare January 2010 - October 2013
Wachovia, A Wells Fargo Company January 2007 - November 2009
Skills
Spa, Retail, Account Management, Skin Care, Customer Service, Sales Management, Merchandising, Cosmetics, Sales, Marketing, Beauty, Brand Development, Beauty Industry, Marketing Strategy, Sales Operations, Social Media Marketing, Hospitality, Brand Management, Trade Shows, Direct Sales, Product Development
Education
Florida Gulf Coast University 2004 — 2008
Business
University of Florida
Wachovia, A Wells Fargo Company February 1979 - Present
Skills
Data Warehousing, SDLC, Erwin, DB2, ETL, Data Modeling, Autosys, Requirements Gathering, SQL, Disaster Recovery, Informatica, Mainframe, Requirements Analysis, Business Intelligence, Data Integration, JCL, COBOL, Integration, Enterprise Architecture, Database Design, Business Analysis, Visio, Performance Tuning, Unix Shell Scripting
Education
Regis University 2003 — 2006
MBA
Florida Atlantic University 1971 — 1973
BAS, Computer Systems
Johns Hopkins University May 2014 - Present
Johns Hopkins University September 2012 - May 2014
Baptist Health South Florida located in Miami, Florida October 2010 - September 2012
Baptist Health South Florida located in Miami, Florida March 2009 - October 2010
Wachovia, A Wells Fargo Company November 2007 - October 2008
Wachovia, A Wells Fargo Company July 2005 - November 2007
Skills
Medicare, Healthcare Management, Data Analysis, Healthcare, Process Improvement, Budgets, HIPAA, Managed Care, Quality Assurance, Change Management, Leadership, Team Building, Insurance, Healthcare Information...
Education
Florida International University
Nova Southeastern University
MBA, Finance
McLeod, Bennett & Knupe July 2015 - Present
Tax Defense Network February 2015 - July 2015
MarkOne Holdings March 2014 - February 2015
Bank of America October 2009 - March 2014
BOSSports Inc. November 2007 - October 2009
LendingTree January 2005 - November 2007
Wachovia, A Wells Fargo Company April 2004 - December 2005
Bombardier Capital April 1997 - April 2004
Florida Notice Corporation April 1995 - April 1997
Skills
Banking, Strategic Financial..., Credit, Loans, Financial Analysis, Financial Modeling, Credit Analysis, Portfolio Management, Financial Risk, Risk Management, Finance, Mortgage Lending, Mergers & Acquisitions, Treasury Management, Process Improvement, Forecasting, Retail Banking, Financial Reporting, Cash Management, Credit Risk, Financial Services, Commercial Banking, Due Diligence, Accounting, Executive Management, Sarbanes-Oxley Act, Commercial Lending, Internal Controls, Management, Budgets, Leadership, Start-ups, Corporate Finance, Pricing, Strategic Planning, Managerial Finance, Cash Flow, Internal Audit, P&L, Treasury, Auditing, Analysis, Valuation, SEC filings, Enterprise Risk..., Capital Markets, Private Equity, Variance Analysis, Financial Accounting, Business Process...
Education
Florida Southern College 1993 — 1995
CPA, Accounting
University of Central Florida - College of Business Administration 1990 — 1992
BSBA, Accounting
University of Central Florida - College of Business Administration 1987 — 1990
BSBA, Finance
SunTrust Mortgage July 2009 - Present
Wachovia, A Wells Fargo Company October 2007 - July 2009
Webb Mortgage January 1992 - September 2007
Glendale Fed December 1985 - January 1992
Skills
Loans, FHA, Mortgage Lending, Home Equity Loans, Residential Homes, Construction Loans, Mortgage Marketing, Mortgage Banking, VA loans, Loan Origination, FHA financing, Refinance, Short Sales, Portfolio Management, Mortgage Underwriting, Certified Mortgage..., Commercial Mortgages, USDA, Real Estate Economics, Condos, Credit, First Time Home Buyers, Residential Mortgages, Real Estate Financing, Reverse Mortgages, Foreclosures, Investment Properties, Real Estate, Government Loans, Referrals, Mortgage Servicing, Relocation, Investors, Credit Analysis, Consumer Lending, Underwriting, Single Family Homes, REO, HUD, Sellers, Loss Mitigation, Commercial Lending, Real Estate Transactions
Education
Florida Atlantic University 1984 — 1985
BBA, Finance
North Texas State University 1981 — 1984
Business, Banking, Corporate, Finance, and Securities Law
Short Sale Specialist Network February 2011 - August 2012
Wachovia, A Wells Fargo Company September 2008 - June 2009
Wachovia Mortgage September 2008 - June 2009
Gale Insulation May 2005 - April 2007
Department of Juvenile Justice October 2004 - May 2005
Citi Cards August 2001 - October 2004
Citibank 2001 - 2004
Education
Florida Metropolitan University 2003 — 2007
Bachelors, Criminal Justice
West Nassau High 1997 — 2000
Everest University
Bachelor of Science, Criminal Justice
Family Recovery Specialists, PA December 2010 - Present
Private Practice April 2007 - Present
Elements Behavioral Health July 2013 - October 2014
South Miami Hospital Addiction Treatment Center June 2003 - June 2010
Wachovia, A Wells Fargo Company 1989 - 2002
Skills
Mental Health, Psychology, Case Managment, Family Therapy, Group Therapy, Treatment, Psychotherapy, Adults, Adolescents, Clinical Research, Public Speaking, Interventions, Crisis Intervention, Community Outreach, Google Groups, Healthcare, Coaching, Conflict Resolution, Therapists, Wellness, CBT, Counseling Psychology, Self-esteem, Mental Health Counseling, Social Services, Behavioral Health, Stress Management, Program Development, Addiction Recovery, Career Counseling, Young Adults, Substance Use Disorders, Mindfulness, Dual Diagnosis, Life Transitions, Psychological Assessment, Co-occurring Disorders, Prevention, Grief Counseling, Non-profits, Motivational..., Post Traumatic Stress, Chemical Dependency, Anger Management, Teaching, Clinical Supervision, Play Therapy, Nonprofits, Phobias, Child Development
Education
St. Thomas University 2000 — 2002
MS, Mental Health Counseling
Florida International University 1993 — 1995
BA, Psychology
St. Brendan's High School 1985 — 1989
Diploma
Costa Farms November 2011 - Present
Costa Farms March 2010 - November 2011
Wachovia, A Wells Fargo Company June 2007 - March 2010
Wachovia, A Wells Fargo Company June 2007 - May 2008
Skills
Business Modeling, Pricing, Budgeting, Process Improvement, Business Analysis, Vendor Relations, Forecasting, Financial Analysis, Supply Chain Management, Excel, PowerPoint, Logistics, Negotiation, Data Analysis, Supply Chain, Customer Relations, Financial Modeling, Vendor Management, Management, Ad Hoc Reporting, Budgets, Contract Negotiation, Sales, Finance
Education
University of Florida - Warrington College Of Business 2009 — 2011
Master of Business Administration (MBA), 3.85/4.00
Florida International University - College of Business Administration 2002 — 2006
Bachelor of Business Administration (BBA), Finance, 3.93/4.00
Hancock Bank August 2014 - Present
Hancock Bank September 2009 - August 2014
Wachovia, A Wells Fargo Company June 2005 - July 2009
American General Finance February 2001 - June 2005
Skills
Coaching, Credit, Sales Management, Banking, Strategic Planning, Negotiation, Customer Service, Customer Relations, Team Building, Financial Analysis, Budgeting, Compliance, Insurance, New Business Development, Loans, Account Management, Problem Solving, Private Banking, Leadership, Management, Sales, Training, Business Development, Finance
Education
Flagler College
BA, Business Administration
Louisiana State University 2014 — 2016
Graduate School of Banking
Ally Financial Services July 2010 - August 2010
Wachovia, A Wells Fargo Company May 2006 - August 2009
Wachovia, A Wells Fargo Company August 2005 - May 2006
Interchanges.com 2004 - 2004
Education
Florida State College at Jacksonville 2001 — 2004
Associates, Internet Services Technology
U.S. Coast Guard July 2010 - Present
Morgan Stanley July 2001 - March 2003
Wachovia, A Wells Fargo Company July 1999 - July 2001
Skills
Personal Finance, Operations Management, Strategic Leadership
Education
Florida International University 2000 — 2002
Bachelor of Science, Finance
Miami Dade College 1998 — 2000
Associate in Arts, Business Administration
Florida Capital Bank April 2014 - Present
Florida Capital Advisors April 2014 - Present
PNC October 2010 - April 2014
Wachovia, A Wells Fargo Company September 1993 - October 2010
Skills
Commercial Banking, Commercial Lending, Loans, Small Business Lending, Credit, Credit Analysis, Banking, Portfolio Management, Mortgage Lending, Treasury Management, Lines Of Credit, Cross Selling, Retail Banking, Underwriting, Relationship Management, Loan Origination, Asset Based Lending, Consumer Lending, Cash Management, Leadership, Credit Risk, Wealth Management
Education
Florida International University - College of Business Administration 1990 — 1994
Finance
MasterCard Advisors September 2014 - Present
MasterCard Advisors March 2012 - September 2014
Wachovia, A Wells Fargo Company November 2009 - December 2011
Wachovia Bank February 2009 - December 2009
Unique Vacations October 2005 - October 2008
Subasta! July 2004 - October 2005
Skills
Data Analysis, Bilingual, Direct Sales, Analysis, Problem Solving, Business Strategy, Banking, Coaching, Microsoft Office, Management, Process Improvement, CRM, Credit, Customer Satisfaction, Budgets, Sales, Customer Service, Business Analysis, Training, Risk Management, Leadership, Strategy, Teamwork
Education
Florida International University - College of Business 2010 — 2011
Corporate MBA, Business
Florida International University 2001 — 2004
Corporate MBA, Sociology and Anthropology
Beverly-Hanks Mortgage Services, Inc. July 2014 - Present
BB&T June 2013 - July 2014
AAA of the Carolinas/Nationwide October 2011 - November 2012
Plasticard Locktech International November 2009 - February 2011
Wachovia, A Wells Fargo Company October 2006 - November 2009
Washington Mutual Bank/Savings of America October 1997 - September 2006
Skills
Salesforce.com, Sales, PowerPoint, Customer Service, Outlook, Marketing, Account Management, Microsoft Word, Microsoft Excel, Sales Management, New Business Development, Microsoft Office, Team Building, Social Media
Education
Florida Atlantic University
BBA, Marketing/Management
Bridge Real Estate Group/Waypoint Property Management May 2013 - Present
Bridge Real Estate Group June 2012 - May 2013
Fleet Advantage October 2011 - July 2012
Gables Residential September 2007 - October 2011
Wachovia Mortgage September 2006 - September 2007
Wachovia, A Wells Fargo Company 2006 - 2007
CBIZ MHM, LLC February 2004 - September 2006
CBIZ Accounting, Tax & Advisory Services February 2004 - September 2006
Skills
QuickBooks, Financial Statements, Accounting, Accounts Payable, Microsoft Word, PowerPoint, Financial Planners, Budgets, Microsoft Excel, Outlook, Finance, Customer Service, JD Edwards, Accounting Applications, Sales, Account Reconciliation, Invoicing
Education
Florida Atlantic University 2005 — 2008
MBA, Accounting
University of Central Florida - College of Business Administration 1999 — 2003
Accounting
Wells Fargo 2012 - Present
Miami Dade College August 2002 - Present
Wachovia, A Wells Fargo Company March 2011 - March 2012
Skills
Banking, Credit, Financial Analysis, Loans, Finance, Cash Management, Commercial Banking, Retail Banking, Microsoft Excel, Financial Modeling, Access, Customer Service, Mortgage Lending
Education
Nova Southeastern University 2011 — 2013
MBA, Finance
Florida International University - College of Business 2007 — 2008
Bachelors, Management
MCM Educational Management, Inc 2013 - Present
MCM Education & Management 2013 - 2015
MCM Education & Management 2013 - 2015
MCM Education & Management 2013 - 2015
Millennia Atlantic University February 2011 - February 2013
Millennia Atlantic University February 2011 - February 2013
Mi Ranchito Copr. October 2010 - February 2011
Millennia Atlantic University 2011 - 2011
BUSINESS CONSULTING October 2010 - December 2010
Wachovia, A Wells Fargo Company March 2004 - September 2010
Skills
Student Financial Aid, Management, Public Relations, Recruiting, Student Affairs, Budgets, Training, Business Development, Microsoft Office, Research, Policy, Staff Development, Non-profits, Customer Service, Public Speaking, Fundraising, Coaching, Marketing, Teaching, Nonprofits, Admissions, Human Resources, Time Management, Community Outreach, Strategy, Resume Writing, Program Management, Higher Education, Sales, Leadership, Finance, Campus, Business Strategy, Marketing Strategy, Team Building, Project Management, Leadership Development
Education
Polythech University 2013 — 2014
Master of Business Administration (M.B.A.), Project Management
Florida International University 1983 — 1986
Bachelor of Arts; BA, International
Miami Dade Community College 1980 — 1983
Associate in Science, Business Administration
Universidad de 1978 — 1979
Bachelor of Science, Economics
Wells Fargo 2008 - Present
Wachovia, a Wells Fargo company 2001 - 2008
First Union National Bank 1997 - 2001
First Citizens Bank 1992 - 1997
Skills
Executive Pay, PeopleSoft, HRIS, Employee Benefits, HR Transformation, HR Consulting, 401k, Management, CRM, Deferred Compensation, Policy, Incentive Programs, Performance Management, Human Resources, Mergers & Acquisitions, Leadership
Education
Florida Atlantic University - College of Business
Bank March 1990 - Present
Wachovia, A Wells Fargo Company 1990 - Present
Education
Florida International University - College of Business 1985 — 1989
Bachelor of Business Administration, Mangement Information Systems
First Data Corporation March 2005 - Present
Wachovia, A Wells Fargo Company May 2003 - March 2005
Wachovia, A Wells Fargo Company January 1999 - May 2003
First Union National Bank January 1997 - January 1999
First Union National Bank January 1995 - January 1997
First Union National Bank 1991 - 1995
Skills
Electronic Payments
Education
University of Phoenix 2008 — 2012
Currently Attending, Visual Communications
Florida State College at Jacksonville 2005 — 2008
AA, Business
Orange Park High School
Diploma
Wachovia Bank June 2006 - Present
Wachovia/Wells Fargo 2006 - Present
Wachovia, A Wells Fargo Company 2004 - 2005
Education
Florida Agricultural and Mechanical University 2002 — 2005
Bachelor's Degree, Business Administration
Premier, Inc September 2014 - Present
Premier, Inc June 2009 - September 2014
Wachovia, A Wells Fargo Company May 2009 - June 2009
US Bank July 2007 - April 2009
Spherion June 2005 - August 2007
Skills
Java Enterprise Edition, Spring, SQL, Java, SDLC, JBoss Application Server, Hibernate, Agile Methodologies, Ant, Architectures, Websphere, SOA, XML, Enterprise Architecture, Web Services, Architecture, Scrum, Struts, Tomcat, Oracle, JMS, JSP, JDBC, Eclipse, JSF, REST, SOAP, Maven, Netezza, PostgreSQL, Microsoft SQL Server, DB2, HTML, JavaScript, Unix, Data Modeling, Unit Testing, TestNG, JUnit, JPA, Hadoop, Map Reduce, Hbase, Avro, NoSQL, Hive, Big Data, Batch Processing, Batch Programming, Spring Batch
Education
Florida Atlantic University 2003 — 2007
Master of Science, Computer Science/Engineering
Regency Centers November 2014 - Present
Wachovia, A Wells Fargo Company October 2002 - 2011
Wachovia, A Wells Fargo Company October 2002 - May 2009
CFA Society of Jacksonville, FL 2005 - 2009
Skills
Wealth Management, Investments, Portfolio Management, Asset Allocation, Asset Managment, Valuation, Microsoft Office, Due Diligence, Public Speaking, Research, Strategic Planning, Competitive Analysis, Nonprofits, Management, Asset Management, Risk Management, Banking, Mutual Funds, Relationship Management, Strategic Financial..., Financial Analysis, Financial Services, Financial Planning, Leadership
Education
University of North Florida 2011 — 2012
Bachelor of Arts (B.A.), English and History
Georgia State University 2010 — 2011
BA, English
Florida State College at Jacksonville 2007 — 2009
AA, English
Wachovia Bank November 2003 - October 2008
Wachovia Bank November 2003 - October 2008
Wachovia Bank November 2003 - October 2008
Wachovia, A Wells Fargo Company 2003 - 2008
Colonial Bank December 2002 - November 2003
Education
Florida Atlantic University 2000 — 2002
BS, Finance/Economics
Premier Appraisal February 2013 - August 2015
Alpha Valuation, LLC January 2008 - December 2012
Wachovia July 2007 - November 2008
Wachovia Bank / World Savings Legacy 2007 - 2008
Wachovia, A Wells Fargo Company 2007 - 2008
Skills
FHA, Appraisals, Loans, Condos, Mortgage Lending, Real Estate, First Time Home Buyers, Real Estate Transactions, Refinance, Single Family Homes, Investment Properties, Investors, Residential Homes, Sellers, Valuation, Short Sales, Property, Rentals, Foreclosures, Real Property, Relocation, Real Estate Financing, Listings, REO, Luxury, Loss Mitigation, FHA financing
Education
Florida State University 2015 — 2017
Philosophy
Tallahassee Community College 2014 — 2014
Associate of Arts (A.A.), 3.89 GPA
Miami Northwestern Senior High 1993 — 1997
Medical Magnet
Florida International University
2.33 GPA
LendingTree September 2015 - Present
Apple December 2014 - September 2015
Cisco October 2013 - December 2014
Bank of America September 2013 - October 2013
Bank of America October 2012 - May 2013
SGA onsite at Bank of America June 2010 - May 2012
Bank of America September 2008 - August 2009
Wachovia, A Wells Fargo Company 1998 - 2007
Skills
Penetration Testing, Vulnerability Assessment, Intrusion Detection, Log Analysis, Deep Packet Inspection, Security, Hardware, Information Security, Information Security..., Network Security, Project Planning, Unix, System Administration, SharePoint, Virtualization
Education
University of Maryland University College
Software Development and Security
Florida Institute of Technology
BS, Computer Information Systems, Computer and Information Systems Security/Information Assurance
eVestment January 2014 - Present
Bennett & Associates July 2009 - Present
Uprising Sound August 2005 - Present
Transamerica Financial Advisors, Inc. September 2013 - April 2014
Floor & Decor July 2012 - March 2014
Comprehesive Counseling Solutions October 2011 - April 2012
Ameriprise Financial Services, Inc. 2011 - 2011
Wachovia, A Wells Fargo Company December 2006 - August 2009
Wachovia, A Wells Fargo Company June 2003 - December 2006
E*TRADE Financial Corporation September 2000 - April 2003
Skills
Financial Analysis, Finance, Portfolio Management, Investments, Leadership, Microsoft Office, Management, Sales, Strategic Financial..., Insurance, Customer Service, Account Management, Business Development, Marketing, Asset Management, Securities, Public Speaking, Strategy, Bloomberg Terminal, Morningstar, Thompson One, People Skills, Sales Management, Sales Operations, Budgets, CRM, Series 7, Mutual Funds, Alternative Investments, Team Building, Time Management, Equities, Employee Benefits, Analysis, Forecasting, Business Planning, Small Business, Coaching, Wealth Management, Cold Calling, Financial Services, Microsoft Excel, Sales Support, Financial Planning, Competitive Analysis, Fixed Annuities, Asset Allocation, Online Marketing, eVestment Analytics, Fixed Income
Education
Florida Agricultural and Mechanical University
Bachelor of Science, Economics
St. John's University
Bank of America 2010 - Present
Wachovia a Wells Fargo Company 2009 - 2010
Citibank 2000 - 2008
Bank of America 1998 - 2000
Bank of America 1994 - 1998
Great Western Bank 1989 - 1994
CenTrust Bank 1988 - 1989
SunTrust Bank 1977 - 1988
Skills
Commercial Lending, Portfolio Management, Underwriting, Financial Services, Sales Management, Management, Credit Risk, Mortgage Lending, Loan Origination, Lines Of Credit, Risk Management, Financial Analysis, Cash Management, Commercial Mortgages, Small Business Lending, Middle Market, Banking, Loans, Finance, Retail Banking, Consumer Lending, New Business Development, Financial Modeling, Sales, Branch Banking, CRM, Capital Markets, Credit Cards, Cross Selling, Financial Risk, Mortgage Banking, Relationship Management, SBA, Treasury Services, AML, Merchant Services, Strategic Financial...
Education
Florida International University - College of Business Administration 1978 — 1984
Finance
Miami Dade College 1975 — 1978
Business Administration
JPMorgan Chase October 2012 - Present
JPMorgan Chase May 2007 - Present
Wachovia, A Wells Fargo Company November 2003 - May 2007
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Banking, Loans, Credit, Credit Analysis, Lines Of Credit, Retail Banking, Credit Risk, Portfolio Management, Commercial Mortgages, Finance, Financial Analysis, Risk Management, Deposits, Asset Based Lending, AML, Branch Management, SBA, Cash Flow, Loan Origination, Mortgage Lending, Consumer Lending, Treasury Management, Relationship Management, Underwriting, Cross Selling, Financial Services, Private Banking, Cash Management, Financial Risk, Branch Banking, Strategic Financial..., Cash Flow Lending, KYC, Core Banking, Financial Structuring, Business Relationship..., Banking Relationships, Financial Institutions, Financial Planning
Education
Florida International University 2010 — 2011
MBA
Florida Community Bank June 2011 - Present
Wachovia, A Wells Fargo Company June 2009 - June 2011
Citrus & Chemical Bank October 1997 - December 2007
Barnett Bank of Polk County December 1979 - January 1996
Education
Florida Southern College 1996 — 1998
B.S., Accounting
Accenture September 2011 - Present
Wachovia, A Wells Fargo Company November 2009 - February 2011
Accenture September 2007 - February 2009
Doubletree Hotel September 2005 - May 2007
Skills
Business Analysis, Business Process Design, Management Consulting, Business Process..., CRM, Requirements Gathering, Data Analysis, Change Management, Process Improvement, Vendor Management, Business Intelligence, Program Management, Business Process, Management, SDLC
Education
Palm Beach Atlantic University 2010 — 2011
MBA, Business
Florida Agricultural and Mechanical University 2002 — 2007
B.S., Business Administration
Mackinac Savings Bank FSB August 2011 - Present
ScrapYourTrip.com August 2010 - June 2011
The Peabody Orlando March 2009 - August 2010
All Design Systems August 2008 - December 2008
Wachovia, A Wells Fargo Company May 2007 - August 2008
JetBlue Airways December 2002 - April 2007
Candlewood Suites June 1999 - December 2002
AMC Theatres June 1996 - June 1999
Skills
Training, Customer Service, Outlook, Payroll, Vendor Management, Microsoft Office, Management, Hospitality, Microsoft Excel
Education
Florida State University 1990 — 1994
BS, Hospitality Administration
Wells Fargo 2000 - Present
Wachovia, A Wells Fargo Company March 1983 - May 2013
Education
University of North Florida 2003 — 2004
PMP, Project Management
Florida State College at Jacksonville 1980 — 1982
AA, General
Florida State College at Jacksonville 1975 — 1979
AS, Medical Technology
Fidelity Investments April 2011 - Present
Private Client Resources, LLC January 2011 - April 2011
Chase Manhattan Corporation June 2009 - January 2011
Fairfield County Bank May 2006 - May 2009
Wachovia, A Wells Fargo Company July 1997 - May 2006
A.G. Edwards & Sons, Inc. 1994 - 1997
Cohig 1992 - 1994
Skills
CFA, FINRA Series: 7, 9, 10, 26, 63 and 65, Insurance: Health, Life, Fixed and Variable..., Series 7, Insurance, Securities, Portfolio Management, Equities, Financial Modeling, Financial Analysis, Risk Management, Fixed Income, Coaching, Customer Relations, Due Diligence, Derivatives, Asset Management, Investments, Research, Financial Reporting, Wealth Management, Compliance, Corporate Finance, Analysis, Banking, Financial Planning, Mutual Funds, PowerPoint, Microsoft Office, Excel, Word, Series 63, Series 65, Strategic Financial..., Customer Service, Microsoft Excel, 401k, Financial Advisory, Retirement, Microsoft Word, Asset Allocation, Investment Management, Fixed Annuities, Financial Services
Education
Florida Institute of Technology 1988 — 1993
BS, Business
Duos Technologies July 2007 - Present
Wachovia, A Wells Fargo Company January 2006 - July 2007
SHELL GAS STATION January 2002 - January 2006
Skills
Troubleshooting, Process Improvement, Security, Integration, Team Leadership, Visual Studio, Team Building, Customer Service, Account Management, Windows, Business Development, Customer Satisfaction, Program Management, Product Management, Sales, New Business Development
Education
Comptia 2010 — 2020
SERVER+ Server Technician
Miami Dade College 2008 — 2010
A.A, Computer Engineering
Comptia 2009 — 2009
A+, Computer Technician
Comptia 2009 — 2009
N+, Network Technician
ITT Technical Institute-Tampa 2004 — 2006
A.S Computer and Electronics Engineering
The International Association for Radio, Telecommunications and Electromagnetics 2004 — 2006
iNARTE Junior Technician
Florida International University
Bachelor's degree, Information Technology
Wells Fargo October 2012 - Present
Ricoh Americas Corporation October 2011 - October 2012
Wachovia, A Wells Fargo Company April 2003 - October 2011
Skills
Sales Management, Sales, Sales Operations, Team Building, Management, Leadership, Marketing, Training, CRM, Account Management, Strategy, Direct Sales, Sales Process, Cold Calling, Solution Selling, Salesforce.com, New Business Development, Selling, B2B, Customer Service, Business Development, Strategic Planning, Process Improvement, Mortgage Lending, Customer Retention, Banking, Sales Presentations, Finance, Customer Satisfaction, Consulting, Coaching, Employee Benefits, Recruiting, Call Centers, Building Relationships, Professional Services, Vendor Management, Negotiation, Team Leadership, Contract Negotiation, Executive Management, Forecasting, Strategic Partnerships, SaaS, Enterprise Software, Qualifying Prospects, Business Planning, Credit, Start-ups, Hiring
Education
Florida Atlantic University 1995 — 1998
Business Administration
Wachovia, A Wells Fargo Company Private BankerWells FargoAugust 2001 - Present
Skills
Loans, Credit Analysis, Mortgage Lending, Commercial Lending, Loan Origination, Commercial Banking, Portfolio Management, Series 7, Life and Health..., Investments, Investments and Lending
Education
Florida Atlantic University
B.A.
Accenture May 2013 - Present
Events Delighted October 2012 - Present
Procurian October 2011 - May 2013
Toyota Motor Engineering & Manufacturing North America November 2010 - October 2011
Accenture June 2010 - November 2010
Accenture 2009 - 2010
Accenture 2009 - 2009
Accenture 2008 - 2008
Toyota January 2007 - August 2007
Wachovia, A Wells Fargo Company 2006 - 2006
Skills
Integrated Supply Chain..., Project Management, MS Project, Procurement, Procurement Outsourcing, Process Improvement, Management, Leadership, Strategy, Continuous Improvement, Strategic Sourcing
Education
Florida Agricultural and Mechanical University 2006 — 2008
MBA, Supply Chain Management
Florida Agricultural and Mechanical University 2003 — 2006
BS, Accounting
Wells Fargo 2011 - Present
Wachovia, A Wells Fargo Company October 1995 - March 2011
Skills
Visio, Disaster Recovery, SDLC, Active Directory, ITIL, SharePoint, Vendor Management, Citrix, Software Documentation, Windows Server, Troubleshooting, Technical Support, Windows 7, Servers, Help Desk Support
Education
Florida State College at Jacksonville
SunTrust Bank June 2014 - Present
Wells Fargo Bank April 2011 - June 2014
BankUnited July 2010 - April 2011
Wachovia, A Wells Fargo Company October 2003 - July 2010
SouthTrust Bank October 2003 - June 2005
Lennar 2000 - 2004
Skills
Banking, Commercial Lending, Small Business Lending, Merchant Services, Loans, Consumer Lending, Branch Banking, Commercial Banking, Credit, Credit Analysis, Cross Selling, Finance, Financial Analysis, Financial Services, Lines Of Credit, Loan Origination, Mortgage Lending, Retail Banking, Small Business, Underwriting
Education
Christopher Columbus High School
Florida International University
Temenos August 2010 - Present
Temenos October 2006 - Present
Temenos USA 2011 - 2013
Wachovia, A Wells Fargo Company January 2005 - October 2006
Banco Santander International August 1997 - December 2004
Banco Ganadero April 1995 - August 1997
Skills
FX, Banking, Loans, Treasury Management, Cash Management, Retail Banking, Financial Markets, Trading, Strategic Analysis, Business Analysis, Financial Planning, Private Banking, Analysis, FX Options, Core Banking, Treasury, SWIFT payments, Financial Services, Business Process, Requirements Analysis, Requirements Gathering, SWIFT Payments
Education
University of Miami - School of Business 1998 — 2000
MBA
Florida International University - College of Business 1991 — 1995
BA
University Credit Union February 2005 - Present
Wachovia, A Wells Fargo Company August 1998 - January 2005
Crowne Plaza Hotels May 1996 - August 1998
Doubletree Hotels October 1992 - April 1996
Sheraton Royal Biscayne Hotel March 1992 - September 1992
Radisson Mart Plaza Hotel Miami Airport October 1988 - March 1992
Sofitel Luxury Hotels and Resorts March 1986 - October 1988
Trusthose Forte Viscount Hotel January 1985 - March 1986
Marriott Hotels May 1981 - January 1985
Sheraton RiverHouse Hotel 1980 - 1981
Skills
Business Development, Microsoft Excel, Marketing, Strategic Planning, Team Building, Customer Service, Loans, Hotels, Marketing Strategy, Leadership, Business Planning, Public Speaking, Social Networking, Sales, Budgets, Sales Management, New Business Development, Event Management
Education
Florida International University 1978 — 1981
Bachelor of Science, Hospitality Management
Miami Dade College 1972 — 1978
General Studies - Business
Coral Gables Senior High School
AT&T August 2013 - Present
Hult International Business School December 2011 - July 2012
Wachovia, A Wells Fargo Company May 2006 - October 2011
Skills
Banking, Small Business Lending, Commercial Banking, Retail Banking, Cross Selling, Deposits, Leadership, Relationship Management, Social Networking, Microsoft Excel, Microsoft Office, PowerPoint, Social Media
Education
Florida International University 2007 — 2013
Bachelor of Arts (BA), Psychology
Advantech Services, Inc. March 2008 - Present
Wachovia, A Wells Fargo Company October 1999 - March 2008
Bennigans July 1993 - October 1999
Golden Eagle Country Club May 1989 - February 1993
Education
Florida State University 1989 — 1993
Bachelor of Science, Economics
Ryder System, Inc. May 2010 - Present
Mercantil Commercebank N.A. January 2009 - January 2010
Mercantil Commercebank N.A. November 2006 - January 2009
Experian July 2005 - November 2006
Wachovia, A Wells Fargo Company May 2003 - July 2005
URS Corporation October 2000 - May 2003
Skills
Internal Audit, Vendor Management, Financial Risk, Banking, Risk Management, Information Security, Network Security, Vulnerability Assessment, Microsoft SQL Server, Information Technology, Risk Assessment, Security, IT Audit, Disaster Recovery, Process Improvement, Information Security..., Networking, CISSP
Education
Florida International University 2003 — 2004
MS Management Information Systems, Business, IT
University of Miami 1999 — 2002
BS Information Technology
SunTrust Bank January 2010 - Present
Voices Of Faith 2004 - 2014
Wachovia, A Wells Fargo Company August 2007 - February 2009
Skills
Credit, Treasury Management, Credit Analysis, Banking, Cash Management, Financial Analysis, Underwriting, Investments, Small Business Lending, Small Business, Cash Flow, Financial Planning, Commercial Lending, Lines Of Credit, Compliance, Consumer Lending, Customer Relations, Sales Management, Risk Management, Coaching, Retail Banking, Business Planning, Strategic Planning, Customer Service, Finance, Commercial Banking, Asset Based Lending, Strategic Financial..., Leadership, Loans, SBA, Loan Origination, Commercial Mortgages, Cross Selling, Deposits, Branch Management, Credit Risk, Relationship Management, Portfolio Management, Mortgage Banking, Treasury Services, Private Banking, Banking Relationships, Construction Loans, Mortgage Lending, Wealth Management
Education
Florida Agricultural and Mechanical University
BS, Business Administration
TotalBank July 2011 - Present
Wachovia, A Wells Fargo Company August 2008 - July 2011
Education
Florida International University 2008 — 2010
B.S., Advertising
Voya Financial June 2013 - December 2014
Voya Financial May 2012 - June 2013
Voya Financial October 2010 - June 2012
Wachovia, A Wells Fargo Company October 2008 - October 2010
Skills
Process Improvement, Sales, Data Entry, Coaching, Strategic Planning, Team Leadership, Teamwork, Public Speaking, Event Planning, Negotiation, Organizational..., Performance Management, Data Analysis, Customer Satisfaction, Leadership, Training
Education
Florida State College at Jacksonville 2014 — 2014
Associate of Arts (A.A.)
Florida State College at Jacksonville 2005 — 2008
Associate of Science (A.S.), Human Services, Addictions Counseling
Merrill Lynch July 2011 - Present
Wachovia, A Wells Fargo Company November 2010 - May 2011
JP Morgan June 2010 - August 2010
Sponsors for Educational Opportunity 2010 - 2010
Skills
Wealth Management..., Wealth Management, Private Banking, Financial Modeling, Finance, Equities, Bloomberg, Asset Management, Fixed Income
Education
Florida International University - College of Business 2006 — 2010
PlanSource August 2015 - Present
Cross, Fernandez & Riley, LLP February 2012 - July 2015
Hacker, Johnson & Smith P.A. July 2010 - February 2012
Em-On's Thai Cafe June 2000 - June 2010
VITA Program January 2010 - April 2010
Thai Student Association July 2008 - February 2009
Wachovia, A Wells Fargo Company June 2007 - August 2007
Skills
Internal Controls, Accounting, GAAP, Financial Reporting, US GAAP, Auditing, ProSystem fx Tax, CPA, Sarbanes-Oxley Act, Account Reconciliation, Accounts Payable, Bookkeeping, Tax, Financial Analysis, Not for Profit, General Ledger, Financial Accounting, External Audit, Assurance, Tax Preparation, Cash Flow, Financial Statements, Microsoft Excel, QuickBooks
Education
University of Florida 2007 — 2010
Bachelor, Accounting
University of Florida 2007 — 2010
Master of Accounting, Accounting
Florida Gulf Coast University
Wachovia, A Wells Fargo Company March 2010 - Present
SunTrust Bank July 2008 - March 2010
SunTrust Bank August 2007 - July 2008
Skills
SBA, Loans, Middle Market, Banking, Business Development, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit, Cross Selling, Due Diligence, Finance, Financial Risk, Home Equity Lines of..., Leadership, Management, Mezzanine, Portfolio Management, Qualifying Prospects, Treasury Management, Underwriting
Education
Florida International University - College of Business Administration 2006 — 2006
M.S., Finance
Florida International University - College of Business Administration 2002 — 2005
B.A., Business Administration with a concentration in Finance
Wachovia, A Wells Fargo Company July 1999 - June 2010
Education
Florida State College at Jacksonville 1995 — 1998
AA, Phychology
NOONAN ELEMENTARY ACADEMY June 2013 - Present
BB&T December 2011 - June 2013
FGCU 2012 - 2013
Wachovia, A Wells Fargo Company 1997 - December 2011
SouthTrust Bank 1997 - 2005
Barnett Banks 1994 - 1997
Skills
Commercial Lending, Loans, Business Development, Commercial Banking, Management, Sales Management, Small Business Lending, Credit, Training Delivery, Employee Training, Project Management, Financial Analysis, Loan Origination, Consumer Lending, Underwriting
Education
Florida Gulf Coast University 2012 — 2014
Master of Education (M.Ed.), Cirriculum and Instruction
University of North Florida 1996 — 1998
MBA, Business Administration
Michigan State University 1990 — 1994
BA, Economics
AT&T May 2013 - Present
Insight Global May 2011 - May 2013
Wachovia, A Wells Fargo Company April 2004 - January 2011
First Union National Bank/Wachovia Bank August 2000 - April 2004
Naval Air Warfare Center Training Systems Division September 1986 - July 2000
Skills
Firewalls, Data Center, Checkpoint, TCP/IP, Network Security, Switches, Information Security, Security, Routers
Education
University of Central Florida 1984 — 1987
MS, Computer Science
Florida Institute of Technology 1980 — 1984
BS, Computer Science
Visa November 2014 - Present
Banesco USA 2013 - October 2014
Ocean Bank 2011 - 2012
JPMorgan Chase September 2010 - June 2011
Wells Fargo April 2009 - September 2010
Wachovia, A Wells Fargo Company April 2007 - April 2009
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Financial Analysis, Banking, Financial Reporting, PowerPoint, Access, Auditing, Credit, Loans, Microsoft Office, Analysis, Customer Service, Budgets, Consumer Lending, Credit Analysis, Software Documentation, Forecasting, Finance, Internal Controls, Sales
Education
Florida International University 2014 — 2014
Six Sigma Green Belt Certification, Engineering and Computing
Florida International University 2010 — 2012
MBA, Business Administration
Florida International University 2007 — 2009
Bachelor of Business Administration, Majors: Finance & International Business
Savastano, Kaufman & Company, LLC July 2011 - April 2012
JM Family Enterprises / JM Associates Federal Credit Union June 2008 - January 2011
Wachovia, A Wells Fargo Company September 2006 - June 2008
Boca Raton Community Hospital January 2006 - May 2006
Education
Florida Atlantic University 2009 — 2013
Bachelor, Accounting
Florida Atlantic University 2002 — 2006
Bachelor, Health Administration
Booz Allen Hamilton November 2012 - February 2015
Florida Atlantic University October 2010 - January 2012
Management Leadership for Tomorrow July 2010 - December 2011
Target June 2011 - August 2011
Wachovia, A Wells Fargo Company June 2010 - October 2010
Walt Disney World January 2009 - May 2009
Skills
Training, Sales, Customer Service, Leadership, Management, Spanish, Data Analysis
Education
St. John's University 2015 — 2017
Master of Science in Adolescent Education, Mathematics
Florida Atlantic University
BBA, International Business and Hospitality Management
Harvard Business School 2011 — 2011
Summer Venture in Management Programs
Estudio Sampere in Madrid, Spain
Summer Abroad
Wells Fargo 2014 - Present
Florida Capital Bank October 2012 - Present
University of Phoenix 2001 - Present
SunTrust Bank May 2011 - October 2012
Wachovia, A Wells Fargo Company 2004 - 2011
Skills
Loans, Banking, Credit, Commercial Lending, Mortgage Lending, Credit Analysis, Commercial Banking, Portfolio Management, Small Business Lending, Loan Origination, Risk Management, Mentoring, Training and Development, Regional Sales..., Branch Management, Instructional Design, Leadership Development, Consumer Lending, Strategy, Sales, Coaching, Retail Banking, Sales Management, Team Building, Small Business, Training, Financial Analysis, Process Improvement, Finance, Management, Leadership, Financial Services, Customer Service, Strategic Planning, Public Speaking, Program Management
Education
Florida Southern College
Master of Business Administration (MBA)
Philippines Women's University
Bachelor of Business Administration (B.B.A.)
Wachovia, A Wells Fargo Company 1999 - 2011
Education
Florida International University
Project Management Institute
2011Associate; Bachelors of Science, Project Management; Computer Science
TD Bank May 2013 - Present
TotalBank December 2011 - May 2013
Great Florida Bank February 2005 - October 2011
Wachovia, A Wells Fargo Company February 1999 - February 2005
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Loans, Credit, Treasury Management, Consumer Lending, Loan Origination, Banking, Mortgage Banking, Commercial Mortgages, Portfolio Management, Mortgage Lending, Private Banking
Education
Florida International University
BS
Wachovia, A Wells Fargo Company September 2009 - Present
Publix January 1996 - August 2007
Education
University of Phoenix 2008 — 2010
MBA, Business
Flagler College 2007 — 2008
Bachelor's, Business Administration
Acro Insurance Inc December 2011 - Present
JPMorgan Chase August 2009 - December 2011
Raymond James Financial Inc. June 2008 - July 2009
Wachovia, A Wells Fargo Company May 2004 - June 2008
Skills
Investments, Insurance, Banking, Securities, Portfolio Management, Strategic Financial..., Wealth Management, Risk Management, Retirement Planning
Education
Florida Atlantic University
Bachelors, Finance
Wachovia, A Wells Fargo Company
Skills
Cash Management, Banking
Education
Florida Atlantic University 2006 — 2011
B.B.A, Accounting and Management
Palm Beach Community College 2003 — 2006
A.A, Accounting
Wachovia, A Wells Fargo Company May 2011 - Present
Dunbar Armored March 2009 - March 2010
Education
Florence-Darlington Technical College
Wachovia, A Wells Fargo Company 2005 - 2011
Blue Cross Blue Shield of Florida August 2004 - May 2005
Education
University of Phoenix 2006 — 2008
Florida Community College at Jacksonville 1995 — 1998
Associates, Science
Florida Community College at Jacksonville