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
Wells Fargo Securities February 2015 - Present
Bank of America February 2012 - February 2015
Citco Fund Services March 2011 - February 2012
Wachovia, A Wells Fargo Company November 2009 - March 2011
E-tailer Solutions Inc May 2009 - November 2009
Baltic Software Solutions May 2002 - February 2009
Sonex Sistemos February 2002 - June 2002
Geras Partneris October 2001 - January 2002
Mediaworks February 2001 - October 2001
Jusu Tarpininkas May 2000 - October 2000
Skills
WinForms, NUnit, Windows Services, XSL, NAnt, ADO.NET, XML, JavaScript, UML, Databases, Subversion, Visio, CSS, CVS, Object Oriented Design, Windows, DB2, C#, SQL Server, WCF, ASP.NET, .NET, C++, Java, WPF, LINQ, AJAX, SQL, Web Services, T-SQL, jQuery, ASP.NET MVC, Crystal Reports, DevExpress, Infragistics, Telerik, Oracle, CruiseControl, Microsoft SQL Server, OOP, SOA, Visual Studio, JSP, PostgreSQL, Agile Methodologies, Software Development, SDLC, Design Patterns, MVC, Requirements Analysis
Education
Kaunas University of Technology 2002 — 2004
Master's degree, Computer Science
Kaunas University of Technology 1998 — 2002
Bachelor's degree, Computer Science
Silutes 1-oji gimnazija 1987 — 1998
High School
SunTrust Bank September 2014 - Present
SunTrust Bank July 2011 - September 2014
Reliance Trust Company - Contractor May 2011 - June 2011
Wachovia, A Wells Fargo Company July 2005 - January 2011
Wachovia Bank July 2001 - July 2005
Wachovia Bankcard Services March 2000 - July 2001
Wachovia Bankcard Services March 1998 - March 2000
Education
Kennesaw State University 2011 — 2011
Project Management Certificate, Project Management
Kennesaw State University - Michael J. Coles College of Business 2008 — 2010
Executive MBA, Business
Kennesaw State University - Michael J. Coles College of Business 2000 — 2002
BBA, Finance
Southern Trust School
Certificate of Completion, ABA Graduate Trust School
Ameriprise Financial Services, Inc. September 2013 - Present
Next Financial October 2012 - March 2013
TIAA-CREF July 2012 - August 2012
Wells Fargo November 2010 - December 2010
Wachovia, A Wells Fargo Company February 2007 - September 2010
Wachovia February 2004 - February 2007
Wachovia September 2002 - February 2004
Van Kampen Investments (within VK Trust Company) February 2000 - July 2002
Van Kampen Funds July 1998 - January 2000
Bank One January 1997 - January 1998
Education
Keller Graduate School of Management of DeVry University 2000 — 2004
MBA, Taxation & Accountancy
University of Houston 1991 — 1996
Bachelor of Arts, Psychology
Schreiner University 1990 — 1991
English
Aransas Pass High School 1986 — 1990
High School
SECU July 2013 - Present
Renfro Corporation November 2011 - July 2013
Wachovia, A Wells Fargo Company July 2010 - November 2011
Mary Kay Idependent Consultant April 2011 - July 2011
Medical Center January 2009 - July 2010
Allen Tate Mortgage January 2009 - January 2009
Dicks Sporting Goods October 2007 - December 2008
Hanks Lumber Co August 2005 - August 2006
Skills
Accounts Receivable, Accounts Payable, Accounting, Data Entry, Microsoft Excel, Microsoft Word, Financial Analysis, Customer Service, Bookkeeping, PowerPoint, 10 Key, Budgets, Sales, Forecasting, Inventory Management, Payroll, QuickBooks, Account Reconciliation, Merchandising, Team Leadership, Team Building, Invoicing, Microsoft Office, Leadership, Teamwork, Access, Cash Flow, Human Resources, Time Management, Retail, Financial Reporting, General Ledger, Management, Training, Auditing, Analysis
Education
Keller Graduate School of Management of DeVry University 2012 — 2013
MAFM, Accounting
Salem College 2006 — 2010
B.S., Accoutning
North Carolina
High School DiplomaAchieved high school diploma
North Stokes High School
High School Dipolma
Higher Education division of John Wiley and Sons September 2014 - June 2015
The University of Phoenix August 2011 - April 2014
PNC Bank January 2009 - August 2011
National City Bank/PNC Bank January 2008 - January 2009
National City Bank/PNC Bank January 2007 - January 2008
Wachovia, A Wells Fargo Company May 2005 - January 2007
Career Education Corporation March 2004 - May 2005
Career Education Corporation February 2003 - March 2004
Millikin Univeisity June 2001 - January 2003
Skills
Corporate Strategy, Consultative Selling, Business Solutions, Management, Solution Selling, Sales, Marketing Strategy, Strategic Planning, Forecasting, Student Financial Aid, Training, Team Leadership, Sales Operations, Team Building, CRM, Admissions, Coaching, Enrollment Management, Strategy, Account Management, Customer Service, Social Media, New Business Development, Business Strategy, Leadership, Leadership Development, Event Planning, Selling, Sales Management, Community Outreach, Nonprofits, Salesforce.com, Recruiting, Staff Development, Organizational...
Education
Lake Forest Graduate School of Management 2009 — 2011
MBA, Organizational Behavior, Summa Cum Laude
Millikin University 1997 — 2001
BA, Communication & Public Relations
Glenbard East High School 1993 — 1997
TD Bank February 2006 - Present
TD Bank Group February 2006 - January 2009
JPMorgan Chase January 2005 - January 2006
Wachovia, A Wells Fargo Company November 2001 - January 2005
Morgan Stanley December 1998 - October 2001
Skills
Banking, Small Business Lending, Commercial Banking, Loans, Coaching, Cash Management, Branch Management, Underwriting, Financial Services, Team Building, Portfolio Management, Mortgage Lending, Commercial Lending, Finance
Education
Villanova University 2011 — 2011
Business Certificate of Achievement, Strategic Organizational Leadership
Montclair State University 1996 — 1999
B.A., Political Science
Leeds Metropolitan University 1997 — 1997
International Exchange Program, Leeds, England
certusBANK February 2012 - Present
Regions Financial Corporation July 2008 - February 2012
CommunitySouth Bank and Trust June 2005 - June 2008
Wachovia, A Wells Fargo Company June 2000 - June 2005
Skills
Asset Based Lending, Lines Of Credit, Treasury Management, Credit, Financial Analysis, Commercial Lending, Loans, Leadership, Business Development, Cash Management, Credit Analysis, Budgets, Mortgage Lending, Small Business Lending, Finance, Commercial Banking, Cash Flow, Banking
Education
Lander University 1996 — 2000
Bachelor, Finance and Economics
Clermont Wealth Strategies February 2009 - Present
Wachovia, A Wells Fargo Company December 1996 - February 2009
Merrill Lynch 1994 - December 1996
Skills
Wealth Management..., Investment Management, High Net Worth..., Asset Allocation, Tactical Asset..., Investment Strategies
Education
King's College 1979 — 1983
BS, Accounting and Finance
Ciccone Systems Consulting, LLC September 2007 - Present
Diamond Crest Properties, LLC May 2011 - Present
HSBC March 2013 - July 2014
OfficeMax October 2011 - March 2013
Wells Fargo Bank May 2011 - November 2012
UBS Wealth Management October 2010 - March 2011
Wachovia, A Wells Fargo Company January 2008 - March 2010
UBS Wealth Management February 2007 - August 2007
Prudential Financial July 1997 - January 2007
Prudential Financial July 1993 - June 1996
Skills
SDLC, Software Documentation, COBOL, JCL, Mainframe, Disaster Recovery, Business Analysis, Program Management, Business Requirements, MVS, Requirements Gathering, IBM Mainframe, CSF, Management, Programming, Unix, Testing, HP Exstream, Endeavor, Software Project..., Requirements Analysis, Fileaid, Control-D, CA-7, Team Leadership, Outsourcing, Systems Analysis, IT Strategy, Data Analysis, Integration, IT Management, Enterprise Architecture, PMP, Analysis, Quality Assurance, StreamWeaver, Offshore Management, Citrix, Investment Properties, Software Development, Custom Statement..., AFP/PPFA/OGL, IBM MVS/ESA Mainframe, Changeman, Agile Methodologies, Technical Writing, Connect Direct, Sports Coaching, Tax Forms, System Conversion
Education
The University of Georgia 2015 — 2016
PMP Certification
Kean University 1983 — 1986
BA, Visual Communication
Chubb Institute of Technology 1992 — 1993
Certificate, Computer Science
Keller Graduate School of Management October 2012 - Present
Wachovia, A Wells Fargo Company May 2010 - January 2012
Wachovia/Wells Fargo May 2010 - January 2012
Delta Air Lines November 2009 - April 2010
Delta Airlines November 2009 - April 2010
Forrest Solutions, Inc September 2008 - May 2009
Six Flags May 2008 - September 2008
Pfizer January 2007 - May 2008
Edwin Gould Services for Children & Families October 2003 - March 2005
Skills
Customer Service, Finance, Project Management, Staff Supervision, Accounting Standards, Banking, Accounting, Microsoft Excel, Credit, Outlook, Account Reconciliation, Cash Management, Microsoft Word, Financial Analysis, PowerPoint, Microsoft Office, Team Building, Relationship Management, Risk Management, Financial Services, Leadership, Sales, Analysis, Training
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General, 3.70
City University of New York- York College 2007 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, 3.554
Avon Old Farms School 1993 — 1996
High School Diploma, 3.72
Altman & Associates October 2009 - Present
Connemara Fee Only Planning, LLC August 2009 - Present
Connemara Family Office Management, LLC August 2009 - Present
Wachovia, A Wells Fargo Company July 2007 - May 2009
Bank of America February 2001 - May 2007
Merrill Lynch September 1997 - February 2001
Law Offices of Thomas B. Conway September 1990 - September 1997
Education
University of Maryland Francis King Carey School of Law 1981 — 1984
J.D., Law
Lawrence University 1977 — 1981
B.A., English, Classics (Latin & Greek)
East Carolina University May 2012 - Present
Wachovia, A Wells Fargo Company October 1998 - December 2011
East Carolina University May 1988 - October 1998
Skills
Computer software, Computer Hardware..., Computer programming, Realtor / Broker, Sales Associate, Computer Hardware, Customer Service, Microsoft Office, Laptops, Problem Solving, Windows, MS Office Suite, Troubleshooting, Outlook, Printers, Excel, Operating Systems, XP, Software Installation, Word, Software Implementation, Microsoft Word, SharePoint, Visio, Programming, Process Improvement, Software Documentation, Disaster Recovery, SQL, Software, Windows XP, Microsoft Excel, Networking, Technical Support
Education
Lenoir Community College 1981 — 1983
AS Degree, Data Processing
Ayden Grifton 1973 — 1977
High School, College Courses
Chick-fil-A Corporate June 2014 - Present
IBM February 2014 - June 2014
IBM December 2009 - February 2014
IBM May 2000 - December 2009
Wachovia, A Wells Fargo Company May 1996 - May 2000
Skills
Inventory Management, Logistics, Order Management, Strategic Thinking, Sourcing, Oracle E-Business Suite, People Management, Supply Chain, Procurement, Problem Solving, Process Improvement, Supply Chain Management, Purchasing, Supplier Management, Acquisition Integration, Program Management, Project Management, Strategic Planning, Management, Business Process..., Project Planning, Team Building, Vendor Management, Business Strategy, Operations Management, Integration, Training, Cross-functional Team..., Manufacturing, Six Sigma, Supply Management, Outsourcing, Change Management, ERP, Budgets, SAP, Team Leadership, Business Analysis, Coaching, Forecasting, Recruiting, Business Process, Strategy, Leadership
Education
Kennesaw State University - Michael J. Coles College of Business
Bachelor of Business, Management
Sprayberry High School
Wachovia, A Wells Fargo Company May 2011 - June 2012
MetLife January 2010 - April 2011
Akamai Technologies 2007 - 2009
wachovia November 2004 - April 2006
Skills
Oracle
Education
La Roche College 2001 — 2004
Bachelor's degree, Information Technology
Job News 2013 - Present
ARS National Services 2011 - 2013
MDT Personnel April 2010 - June 2011
MDT Personnel February 2007 - April 2010
Wachovia, A Wells Fargo Company 2005 - 2007
The First American Corporation 2003 - 2004
Kemper Auto and Home Insurance Company January 2002 - December 2003
Peerless Insurance 1997 - 2001
Skills
Sales Management, Business Strategy, Sales, Employee Relations, Product Management, Selling, Sales Operations, Customer Service, Management, Recruiting, Insurance, Staffing Services, Coaching and Development, Sourcing, Training, Hiring, Account Management, Cold Calling, Customer Retention, Human Resources, Team Building, Talent Acquisition, Applicant Tracking...
Education
Le Moyne College 1995 — 1997
BS, Business Administration/MIS
Le Moyne College 1995 — 1997
Bachelor's degree, Business Administration and Management, General
MetLife April 2007 - September 2014
Wachovia, A Wells Fargo Company August 2001 - April 2007
Skills
Insurance, Employee Benefits, Sales, Employee Relations, Analysis, Strategic Planning, Finance, Term Life Insurance, Cross Selling, Training, Teaching, Management, Customer Service, Microsoft Office, Microsoft Excel
Education
Kean University 1996 — 2001
Bachelor's degree in Management Science, Business Administration and Management, General
Taffet Consulting January 2014 - Present
Sapient Global Markets May 2014 - September 2014
Wells Fargo 2011 - 2014
Wells Fargo 2009 - 2011
Wachovia, a Wells Fargo Company 2006 - 2009
Wachovia Securities 2000 - 2006
Credit Suisse First Boston 1999 - 2000
Credit Suisse First Boston 1998 - 1999
Credit Suisse First Boston Pacific Limited 1996 - 1998
Credit Suisse First Boston 1986 - 1996
Skills
Derivatives, Prime Brokerage, Options, Back Office, Fixed Income, FX Options, Capital Markets, Middle Office, Operations Management, Brokerage, Interest Rate..., Commodity, Securities Lending, Equity Derivatives, Trading Systems, Swaps, Securities, Project Management, Futures, Clearing, Project Planning, Credit Derivatives, Collateral Management, Rates, Gmi, Calypso, Cash Management, Analysis, Business Requirements, Requirements Gathering, User Acceptance Testing, Relationship Management, Vendor Management, Sungard GMI, SDLC, Program Management, Dodd-Frank, Financial Services, Risk Management, Interest Rates, Management, Financial Markets
Education
Strayer University-North Carolina
Wachovia Leadership Training Program
Kingsborough Community College
Associates, Accounting
Sheepshead Bay High School
Fifth Third Bank November 2012 - Present
NAWBO (National Association of Women Business Owners, Charlotte Chapter) June 2014 - June 2015
Regions Financial Corporation October 2010 - November 2012
Wachovia, A Wells Fargo Company August 2006 - October 2010
Wells Fargo Bank February 2004 - January 2006
Diversified Specialists, Inc. May 1999 - February 2004
Skills
Banking, Credit, Financial Analysis, Loans, Risk Management, Portfolio Management, Cash Management, Mergers, Finance, Management, Commercial Lending, Analysis, Mergers & Acquisitions, Leadership, Treasury Management, Commercial Banking, Financial Services, Loan Origination, Strategy, Wealth Management, Capital Markets, Credit Analysis, Small Business, Insurance, Mortgage Lending
Education
Kings College London
International Legal Studies
University of Houston
Bachelor of Arts, Marketing Communications
Wachovia, A Wells Fargo Company August 2006 - Present
Education
University of Phoenix 2011 — 2012
MBA, Accounting
Kennesaw State University - Michael J. Coles College of Business 2006 — 2009
FSG Bank November 2012 - Present
Regions Financial Corporation January 2007 - November 2012
Wachovia, A Wells Fargo Company January 2004 - January 2007
First Bank of Dalton January 1999 - January 2004
Skills
Loans, Commercial Lending, Commercial Banking, SBA 504, SBA, Small Business Lending, Consumer Lending, Banking, Real Estate, Lines Of Credit, Credit Analysis, Credit, Insurance, Treasury Management, Loan Origination
Education
Kennesaw State University 1996 — 1998
Business, Finance
Information Age Marketing 2010 - Present
SunTrust Bank November 2010 - August 2012
CNBC 2012 - 2012
Wachovia, A Wells Fargo Company December 2002 - 2010
Vanguard Group 1999 - 2002
Skills
Credit, Loans, Business Development, Relationship Management, Small Business Lending, Small Business, Banking, Portfolio Management, CRM, Strategy, Retail Banking, Leadership, Financial Services, Investments, Sales Management, Real Estate, Sales, Entrepreneurship, Management, Marketing, Commercial Banking, Executive Management, Mortgage Lending
Education
La Salle University 2001 — 2004
MBA, Finance
Kutztown University of Pennsylvania 1992 — 1997
Bachelors, Business Management
Abington
Topline
Topline
Womack Professional Services January 2010 - Present
Wachovia, A Wells Fargo Company July 2000 - June 2010
Skills
Leadership Development, Customer Service, Coaching, Youth Empowerment, Public Speaking
Education
Johnson C. Smith University - JCSU
Royal Bank America October 2011 - July 2012
WILMINGTON SAVINGS FUND SOCIETY December 2003 - December 2010
Wachovia, A Wells Fargo Company January 2001 - January 2003
Wachovia National Bank January 1996 - January 2001
Wachovia National Bank January 1995 - January 1996
Northeastern January 1987 - January 1995
Continental Bank January 1975 - January 1987
Skills
Sales Management, Business Development, Team Building, Credit Training, Commercial Lending, Commercial Banking, Loans, Banking, Small Business Lending, Credit, Financial Analysis, Retail Banking, Underwriting, Public Speaking, Leadership, Credit Analysis, Management, New Business Development, Portfolio Management, Training, Consumer Lending, Investments, Small Business, Finance, Customer Service, Budgets, Strategy, Commercial Mortgages, Business Planning, Executive Management, Cash Management, Cross Selling, Entrepreneurship, Forecasting, Lines Of Credit, Loan Origination, Mortgage Lending, Risk Management, Self-confidence
Education
La Salle University 1978 — 1985
BS, Finance and Accounting
Wachovia, A Wells Fargo Company Staff Review AppraiserNovaStar MortgageAugust 2003 - May 2007
Flagstar Bank August 2002 - August 2003
Metro-West Appraisal Co., LLC May 1997 - June 2000
Skills
Loans, FHA, Mortgage Lending, Credit, Investment Properties, Real Estate
Education
Middleton Real Estate Training 1998 — 1999
Real Estate Appraisal
Lake Superior State University
Business Law
Rocky Mountain Sunscreen March 2015 - Present
Urban Lending Solutions November 2011 - January 2014
Lender Processing Services, Inc. (LPS) October 2009 - July 2010
Wachovia, A Wells Fargo Company February 2002 - June 2009
World Savings August 1993 - February 2002
World Savings February 1986 - August 1993
World Savings June 1982 - February 1986
Education
Kansas State University
Bachelor of Science, Finance
LexisNexis April 2015 - Present
eVestment December 2014 - April 2015
eVestment June 2011 - December 2014
eVestment May 2007 - June 2011
Wachovia, A Wells Fargo Company June 2005 - May 2007
Skills
Analytics, Relationship Management, Team Leadership, Salesforce.com, Financial Services, Data Analysis, Investments, Project Management, SaaS, Change Management, Finance, Portfolio Management, Business Analysis, CRM, Databases, Sales, Client Services, Management, Financial Analysis
Education
Kennesaw State University 2009 — 2010
MBA
The University of Georgia 2001 — 2005
BS, Consumer Economics
The Blalock Agency March 2012 - Present
Hart Household June 2007 - Present
Liberty Mutual Insurance December 2005 - June 2007
Wachovia, A Wells Fargo Company August 2005 - December 2005
Wachovia, A Wells Fargo Company August 2003 - August 2005
Wachovia, A Wells Fargo Company January 2001 - August 2003
Wachovia Bank January 2001 - August 2003
Skills
Weight Training, Vocal Performance, Volunteer Engagement, Running, Insurance, Banking, Property, Fundraising, Building Relationships, Event Planning, Public Speaking, Mortgage Lending, Singing, Volunteering, Sales, Management, Customer Service, Training, Recruiting, Performance Management, Employee Relations, General Insurance, Hiring, Umbrella Insurance, Interviews, New Business Development, Property & Casualty..., Team Building, Commercial Insurance
Education
Kennesaw State University 1990 — 1992
Psychology and education
Shorter University 1989 — 1990
Kennesaw State University
Source Connect LLC January 2009 - October 2011
Wachovia, A Wells Fargo Company March 2010 - March 2011
Pfizer Pharmaceuticals May 2007 - January 2009
Skills
Public Speaking, PowerPoint, Excel, Access, Negotiation, Social Media Marketing, Microsoft Office, Word, Strategic Planning, Sales Management, Account Management, Spanish, Business Planning, Budgeting, Fundraising, Mentoring, Market Analysis
Education
Lehigh University 2003 — 2007
2007, Marketing, Theatre
Lehigh University - College of Business and Economics 2003 — 2007
Bachelor of Science (BS), Marketing
Wachovia, A Wells Fargo Company 2011 - Present
Aldo Group August 2009 - July 2010
Steve Madden, Inc January 2009 - July 2009
Prince George’s County Police Department July 2007 - December 2008
Forsycth Sheriff Office May 2006 - December 2006
Skills
CPR certified, Defensive driving..., fevFarm riffle certified, incident command system..., hazardous material...
Education
Kaplan University 2011 — 2012
AS, Criminal Justice
Wake Technical Community College 2010 — 2010
Certification, Basic Law Enforcement Training
Nassau Community College 2004 — 2005
AS, Criminal Justice
Microsoft October 2014 - Present
Avanade July 2012 - Present
Azaleos May 2011 - July 2012
United States Army Reserve November 1998 - June 2012
Johnson C. Smith University August 2007 - January 2010
Wachovia, A Wells Fargo Company September 2005 - August 2007
Skills
Microsoft Exchange, Blackberry Enterprise..., Microsoft Office..., Office Communications..., Active Directory, DNS, SMTP, Powershell, data protection man, Hyper-v, Lync Server 2010, IIS, Hyper-V, VMware, Windows 7, Microsoft Servers, SharePoint, Citrix, Windows Server, Group Policy, Microsoft Technologies, Windows XP Pro
Education
Johnson C. Smith University - JCSU 2000 — 2005
B.S.
St. Gertrude's High School
Tutoring Club of Charlotte/Ballantyne October 2007 - Present
Wachovia, A Wells Fargo Company January 1998 - December 2006
BancTec January 1986 - November 1994
Skills
Social Media Marketing, Strategic Planning, Online Advertising, Marketing Strategy, Public Speaking, Social Media, Customer Service, Sales Management, English, Leadership, Team Building, Advertising, Business Analysis, Project Management, Program Management, Budgets, Microsoft Office, Marketing, Team Leadership, Management, Curriculum Development, Educational Leadership, New Business Development, Business Strategy, Elementary Education, Higher Education, Small Business Marketing
Education
Kennesaw State University - Michael J. Coles College of Business 1987 — 1990
MBA, Marketing Management
Stony Brook University 1978 — 1982
BS, Applied Math, Ed, Computer Science
Tag Worldwide September 2012 - Present
RubbingsRacing.com January 2001 - Present
Robert Half International March 2012 - August 2012
Wachovia, A Wells Fargo Company March 2001 - December 2010
Wachovia, A Wells Fargo Company September 1999 - February 2001
Wachovia, A Wells Fargo Company September 1996 - August 1999
Wachovia, A Wells Fargo Company January 1988 - August 1996
Skills
Financial Modeling, Financial Reporting, Forecasting, Excel, Budgeting, Financial Analysis, Variance Analysis, Budget Analysis, Essbase, PowerPoint, Financial Accounting, Reconciliation, Word, Hyperion, Microsoft Office, Hyperion Planning, Oracle Financials, Wordpress, Microsoft Excel, Budgets, Marketing, Social Media, Hyperion Enterprise, Management, Integrated Marketing, Analysis
Education
Kennesaw State University 1981 — 1986
Bachelor of Administration, Management
North Cobb High
Willard Powell May 2011 - Present
Lasell College February 2011 - Present
Leathwaite International July 2009 - May 2011
Wachovia, A Wells Fargo Company March 2006 - July 2009
Adecco Group - Ajilon April 2004 - January 2006
TCML Ltd. May 2003 - April 2004
Skills
Human Resources, Executive Search, Talent Management, Team Building, Sourcing, Talent Acquisition, Recruiting, Screening, Behavioral Interviewing, Organizational Culture, Management Consulting, Leadership Development, Succession Planning, Investment Banking, Risk Management, Mergers & Acquisitions, Portfolio Management, Asset Management, Deferred Compensation, Alternative Investments, Hedge Funds, Private Equity, Quantitative Research, Electronic Trading, Start-ups, Competitive Analysis, Competitive Intelligence, Market Research, Organizational Design, Machine Learning, Artificial Intelligence, Cloud Computing, Big Data
Education
Lasell College 1999 — 2003
BS, Business, School of Management Information Systems
Lexmark International Inc. April 2011 - Present
Iron Mountain April 2010 - April 2011
OfficeMax October 2008 - April 2010
Wachovia, A Wells Fargo Company December 2006 - October 2008
Canon Business Solutions October 1995 - December 2006
Skills
Solution Selling, Sales Process
Education
Kean University
Raritan Valley Community College
Marketing, Program
TIAA-CREF November 2013 - Present
Fiduciary Education Center April 2013 - February 2014
Bank of America June 1994 - March 2013
Bank of America June 1994 - March 2013
Wachovia, A Wells Fargo Company November 2003 - December 2004
Skills
Applicant Tracking..., Human Resources, Training, Recruiting, Talent Acquisition, Onboarding, Cold Calling, Personnel Management, Team Building, Coaching, Business Development, Sourcing, Leadership, Employee Relations, Succession Planning, Risk Management, Management, Talent Management, Hiring, Temporary Placement, SDLC, Vendor Management, Negotiation, Sales Operations, Strategic Partnerships, Executive Management, Performance Management, Call Centers, Banking
Education
University of South Carolina-Columbia 1990 — 1992
MS, Counseling/Personnel Services
Lander University 1977 — 1982
BS, Psychology
Ernst & Young April 2012 - Present
Ernst & Young August 2010 - June 2012
EY June 2008 - August 2010
Wachovia, A Wells Fargo Company October 2000 - February 2006
Skills
Project Management, Process Improvement, Microsoft Office, Customer Service, Team Building, Event Planning, Non-profits, Marketing, Logistics, Public Relations, Marketing Strategy, New Business Development, Budgets, Vendor Management, Microsoft Excel, Change Management, Training, Validation, Healthcare
Education
La Salle University 1995 — 1998
Sage Financial Group August 2013 - Present
Corestates Capital Advisors January 2010 - July 2013
Wachovia, A Wells Fargo Company 1994 - December 2009
Skills
Investment Advisory..., Holistic Financial..., Insurance, Wealth Management, Retirement Planning, Public Speaking
Education
Lehigh University 1988 — 1994
BA and MPA
The London School of Economics and Political Science (LSE) 1990 — 1991
Junior Year abroad
Cranford High School
TIAA-CREF September 2010 - Present
Wachovia, A Wells Fargo Company May 2004 - September 2010
Wells Fargo 2009 - 2010
Wachovia 2005 - 2010
Skills
SharePoint, SharePoint Designer, Business Analysis, Access, Troubleshooting, Microsoft SQL Server, SDLC, Agile Project Management, Visio, ASP.NET, Requirements Gathering, MS Project, InfoPath, Enterprise Architecture, Business Requirements, Microsoft Project, Vendor Management, Requirements Analysis
Education
Kent State University 1977 — 1979
Salem Senior High School 1972 — 1976
Amegy Bank August 2012 - Present
Amegy Bank January 2008 - August 2012
Wachovia, A Wells Fargo Company 2006 - 2007
World Savings 2002 - 2006
Skills
Banking
Education
Lamar University 1997 — 2001
BS, Corporate Communication
StoneCastle Partners, LLC July 2014 - Present
StoneCastle Partners, LLC May 2012 - Present
Shareholder Connections January 2011 - April 2012
Institutional Deposits Corp., LLC July 2007 - December 2010
QwickRate May 2000 - July 2007
QwickRate February 1995 - April 2000
Wachovia, A Wells Fargo Company July 1986 - July 1994
Skills
Banking, Business Development, Capital Markets, Commercial Banking, Commercial Lending, Credit, Executive Management, Financial Analysis, Financial Services, Investments, Loans, Management, Mergers, Mergers, New Business Development, Portfolio Management, Risk Management, Start-ups, Team Building
Education
Kennesaw State University 1998 — 2000
MBA
Kent State University 1981 — 1985
Bachelor of Business Administration, Marketing
The Corner Office, Ltd. August 2012 - Present
Green Bank May 2011 - August 2012
Comerica Bank December 2006 - May 2011
Wachovia, A Wells Fargo Company September 2005 - December 2006
Compass Bank February 2004 - September 2005
Washington Mutual April 2003 - February 2004
SouthTrust Bank May 2000 - April 2003
Skills
Credit, Loans, Commercial Banking, Banking, Portfolio Management, Financial Analysis, Treasury Management, Capital Markets, Mergers & Acquisitions, Commercial Lending, Credit Analysis, Small Business Lending, Cash Management, Middle Market, Asset Based Lending, Underwriting, Lines Of Credit, Credit Risk, Commercial Real Estate, Commercial Mortgages, Management, Finance, Relationship Management, Loan Origination, Investments, Private Banking, Mortgage Lending, Consumer Lending, Financial Structuring, Cash Flow Lending, SBA, Wealth Management..., Financial Modeling, New Business Development, 401k, Insurance, Client Development, Valuation Methodologies, Consultative Selling
Education
Kansas State University
Bachelor of Science
Wells Fargo 2011 - Present
Wachovia, A Wells Fargo Company 2006 - 2010
Wachovia, A Wells Fargo Company 2004 - 2006
Wachovia, A Wells Fargo Company 2000 - 2004
Skills
Operational Risk..., Microsoft Excel, Banking, Retail Banking, Risk Management, Operational Risk, Financial Risk, AML, Basel II
Education
Kent State University
General Studies
Wachovia, A Wells Fargo Company January 2005 - Present
Kohl's Department Stores January 2003 - January 2005
Empress Casino Joliet Corporation 2001 - January 2003
Education
Joliet Junior College 1999 — 2001
Associates Degree in Accounting, Associates Degree in Accounting
Plainfield High School 1995 — 1999
Century 21 Beggins Enterprises February 2013 - Present
Guaranteed Home Mortgage Company, Inc. March 2012 - January 2013
Home Savings of America July 2008 - February 2012
Wachovia, A Wells Fargo Company February 1993 - August 2007
Skills
Mortgage Lending, Loans, Underwriting, Mortgage Banking, Banking, FHA, Loan Origination, Mortgage Underwriting, Refinance, VA loans, USDA, Reverse Mortgages, FHA financing, Sales Management, Investment Properties, Real Estate, Selling, Investments, Credit, Residential Mortgages, Credit Analysis, Sales, Foreclosures, First Time Home Buyers, REO, VA Loans, FHA Financing
Education
Keller Graduate School of Management of DeVry University 1996 — 1998
MBA, Business
The University of Kansas 1982 — 1987
BA, Business and Communication Studies
Citibank, N.A. June 2012 - Present
Citigroup April 2007 - July 2012
PNC Bank March 2006 - March 2007
Wachovia, A Wells Fargo Company March 2003 - March 2006
Wachovia, A Wells Fargo Company October 2002 - March 2003
Lucent Technologies Inc. April 2002 - September 2002
Lucent Technologies, Inc. February 2000 - April 2002
Wachovia, A Wells Fargo Company November 1997 - February 2000
Skills
Sales Management, Strategic Planning, Marketing Strategy, Corporate Communications, Risk Management, Partnering, Project Management, P&L Management, Strategy, Banking, Portfolio Management
Education
La Salle University - School of Business Administration 1981 — 1985
BS, Finance & Economics
Bank Of america , India February 2010 - Present
Bank of America February 2010 - November 2011
Wachovia, A Wells Fargo Company August 1998 - February 2010
Fidelity Investments December 1996 - August 1998
Mahindra Satyam January 1995 - November 1996
Skills
ETL, Team Leadership, Data Warehousing, Replication, Teradata
Education
Karnatak University 1989 — 1993
BE, Computer Science
Goutam S5
NYPD December 2013 - Present
United States Postal Service April 2012 - Present
United States Postal Service April 2012 - December 2013
Wachovia, A Wells Fargo Company January 2009 - January 2012
Skills
Outlook, Data Entry, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Access, PowerPoint, 10 Key, Banking, Administrative..., Spreadsheets, Policy, Time Management, Credit, Team Building, Training
Education
Laguardia Community College 2011 — 2013
Steritech December 2014 - Present
Via-Source May 2014 - December 2014
Ally Financial Inc. 2011 - March 2014
Family Dollar April 2010 - February 2011
VisionCor, Inc. November 2004 - May 2009
Wachovia, A Wells Fargo Company 1998 - 2009
NorthEast Medical Center November 2002 - October 2004
VisionCor June 1998 - November 2002
EDS 1996 - 1999
Skills
E-learning, Instructional Design, Web Design, Graphic Design, Blended Learning, Photoshop, Adobe Creative Suite, Learning Management, E-Learning, Training Delivery, Technical Writing, Captivate, Needs Analysis, Employee Training, Training, ADDIE, Learning Management..., Visio, Workshop Facilitation, Instructor-led Training, Performance Consulting, Project Management, SharePoint, Technical Training, SnagIt, Software Documentation, Lectora, Adult Education, Management, Performance Improvement, Organizational..., Hands-on Training, Knowledge Management
Education
Shenandoah University 1990 — 1994
BFA, Fine Arts
Lebanon Valley College 1988 — 1990
English Language and Literature, General
Wells Fargo Bank December 2006 - Present
Wachovia, A Wells Fargo Company 1998 - 2006
Education
Montreat College 1997 — 1999
MBA
Kent State University 1976 — 1980
BA, Communications
Wells Fargo September 2014 - Present
Wells Fargo Bank September 2010 - December 2013
Wachovia, A Wells Fargo Company September 2007 - August 2010
Wachovia, A Wells Fargo Company August 2006 - August 2007
Skills
Coaching, Customer Service, Retail, Consumer Lending, Loans, Credit, Budgeting, Banking, Small Business Lending, Loan Origination, Cross Selling, Retail Banking, Customer Relations, Budgets, Management, Sales, Leadership, Financial Literacy..., Financial Services
Education
Southern New Hampshire University 2012 — 2014
Master of Business Administration (M.B.A.), Forensic Accounting
Kean University 2001 — 2009
Bachelor of Science (B.S.), Business Management Science
Vernon Township High School 1997 — 2001
High School Diploma
Knights of Columbus Insurance August 2015 - Present
South State Bank September 2014 - July 2015
South State Bank May 2010 - September 2014
First Federal July 2008 - May 2010
First Federal October 2001 - July 2008
Wachovia, A Wells Fargo Company September 1999 - September 2001
Wachovia, A Wells Fargo Company July 1998 - September 1999
Wachovia, A Wells Fargo Company December 1997 - July 1998
Skills
Banking, Call Centers, Customer Service, Retail Banking, Leadership, Microsoft Office, Management, Insurance, Commercial Banking, Sales, Digital Photography
Education
Lander University 1990 — 1995
BA
Greenwood High School 1988 — 1990
Kidzcare Pediatrics PC, NC September 2014 - Present
First Citizens Bank April 2004 - August 2014
RBC 2002 - 2004
Omni National Bank 2000 - 2002
Wachovia, A Wells Fargo Company 1995 - 2000
Hyde Park Bank 1994 - 1995
Comerica Bank 1991 - 1994
5/3 1988 - 1991
Skills
Credit, Banking, Portfolio Management, Financial Analysis, Underwriting, Risk Management, Credit Analysis, Loans, Finance, Commercial Banking, Mergers, Strategic Planning, Mortgage Lending, Asset Managment, Real Estate, Business Development, Financial Reporting, Analysis, Due Diligence, Accounting, Customer Service, Leadership, Management, Public Speaking, Team Building, Budgets, Sales, Asset Management, Commercial Lending, Financial Services, Investments, Mergers
Education
Kenyon College 1984 — 1988
Bachelor of Arts, Economics
Wells Fargo August 2015 - Present
Charlotte Motor Speedway 2005 - Present
Wells Fargo Home Mortgage December 2013 - August 2015
Signature Consultants August 2013 - December 2013
Zenmonics Inc December 2012 - August 2013
Zenmonics Inc. January 2011 - December 2012
Wachovia, A Wells Fargo Company August 2007 - December 2010
Wachovia National Bank June 1999 - August 2007
First Union May 1995 - June 1999
First Union August 1992 - May 1995
Skills
SDLC, Business Process, Analysis, Banking, Project Planning, Business Requirements, Retail Banking, Project Management, Service Delivery..., Business Analysis, Vendor Management, Change Management, Testing, User Acceptance Testing, Access, Training, Leadership, Financial Services, Risk Management, Visio, Process Improvement, CRM, Management, Sales
Education
University of Phoenix 2009 — 2010
MSA, Accounting
University of Phoenix 2004 — 2005
MBA, Business
Johnson C. Smith University - JCSU 1986 — 1990
BS, Banking and Finance
Wells Fargo July 2010 - Present
Wachovia, A Wells Fargo Company September 2007 - July 2010
Spectrum Laboratory Network June 2001 - June 2007
First Union 1994 - 2001
Skills
Leadership, Management, Process Improvement, E-commerce, Strategic Planning, Salesforce.com, Integration, Banking, Project Management, Team Leadership, Product Management, CRM, Call Centers, Customer Experience, Customer Satisfaction
Education
Kent State University 1989 — 1993
B.A., Individual and Family Studies
The Gladstone Companies September 2013 - Present
Morisey Commercial February 2012 - October 2012
Madison International Realty June 2012 - August 2012
Wachovia, A Wells Fargo Company May 2009 - July 2011
Wells Fargo Bank August 2007 - May 2009
Archipelago June 2006 - August 2006
Archipelago May 2005 - August 2005
Skills
Financial Modeling, PowerPoint, Excel, Microsoft Office, Financial Analysis, Writing, Corporate Finance, Negotiation, Private Equity, Real Estate, Real Estate Private..., Real Estate Financing, Argus Modeling, Underwriting, Investment Banking, Finance, Microsoft Excel, Investments, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA)
Kenyon College 2003 — 2007
Bachelor of Arts (BA)
New Trier High School 1999 — 2003
Deloitte March 2015 - Present
Wells Fargo Securities June 2014 - September 2014
EY March 2013 - June 2014
Wells Fargo March 2012 - March 2013
20th Century Fox Television October 2011 - January 2012
Wachovia, A Wells Fargo Company June 2011 - October 2011
Con Edison March 2006 - May 2011
North Fork Bank June 2005 - March 2006
MTV Networks October 2004 - April 2005
New York State Attorney Generals Office January 2004 - October 2004
Skills
Business Process, Software Documentation, Finance, Business Analysis, Visio, SDLC, Risk Management, Requirements Gathering, Oracle, Data Warehousing, Access, Analysis, Management, Project Management, Strategy, SharePoint, SQL, Databases, Business Requirements, PL/SQL, Sarbanes-Oxley Act, Testing, Quality Assurance
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Project Management, 3.56
North Carolina Central University 1998 — 2001
BA, Business Administration, Computer Information Systems
Provident Credit Union April 2015 - Present
UNCLE Credit Union April 2013 - March 2015
Excel Mortgage Services February 2010 - April 2013
Bank of America October 2011 - August 2012
Wachovia, A Wells Fargo Company August 2008 - 2009
GMAC Mortgage December 2007 - May 2008
Washington Mutual March 2007 - December 2007
Standard Pacific Homes August 2004 - March 2007
Preferred Home Loans July 2001 - August 2004
Irwin Home Equity March 1998 - June 2001
Skills
Mortgage Lending, Loans, Customer Service, Loan Origination, Loss Mitigation, Financial Services, Refinance, Real Estate, Management, Mortgage Banking, Account Management, Credit, Residential Mortgages, CRM, Banking, FHA, Finance
Education
Las Positas College
Business
UBS November 2010 - Present
Wachovia, A Wells Fargo Company June 2010 - November 2010
Morgan Stanley Smith Barney January 2010 - May 2010
Citigroup 2003 - 2010
UBS July 2002 - June 2003
CDS Companies 2003 - 2003
Guardian Life Insurance 1997 - 2001
Shearson Lehman - Smith Barney September 1991 - April 1996
Dean Witter February 1990 - September 1991
Skills
COBOL, DB2, XML, JavaScript, HTML, REXX, Mainframe, JCL, VSAM, TSO, Visual Basic, Fileaid, Linux, MVS, SDLC, Software Development, Programming, IBM Mainframe, CICS, Business Analysis, Endeavor, Requirements Analysis, Visio, Systems Analysis, Software Project..., Java, Unix
Education
La Guardia CC 1982 — 1986
Associate's degree, Computer Programming
LaGuardia Community College 1982 — 1986
Associates, Computer Science
St. Louis Community Foundation 2011 - Present
Amelia Bond Muncipal Securities Consulting 2011 - 2015
George K. Baum & Company November 2009 - December 2011
Wachovia, A Wells Fargo Company October 2007 - August 2009
Wells Fargo 2009 - 2009
A.G. Edwards & Sons, Inc. 1987 - 2007
Municipal Securities Rulemaking Board 2003 - 2006
Skills
Management, Financial Modeling, Public Finance, Series 7, Capital Markets, Securities, Investments, Series 63, Financial Analysis, Strategic Planning, Public Speaking, Fixed Income, Asset Management, Due Diligence
Education
Washington University in St. Louis - Olin Business School
MBA, Finance
Kenyon College 1979 — 1983
BA, Economics, History
Artech Information Systems July 2015 - Present
Kurkala Solutions October 2014 - Present
Mentor Technology Solutions April 2013 - April 2015
Wells Fargo May 2012 - March 2013
Logicalis March 2012 - April 2012
Premier, Inc. October 2011 - November 2011
Artech May 2011 - October 2011
Wachovia, A Wells Fargo Company February 2005 - August 2010
UPS January 2000 - January 2006
Xicis Corporation April 1997 - March 1999
Skills
Networking, Software Development, Unix, MS SQL Server, Oracle, PL/SQL, System Administration, Windows, Integration, Perl, PHP, Databases, Testing, Tivoli Framework, Tivoli Monitoring, Oracle Applications, BMC Patrol, Tivoli Application..., Pega PRPC, Intellitracs, Actuate Reporting, Netcool, IBM Tivoli, Microsoft SQL Server, SQL Server Management...
Education
John Hopkin's University 2015 — 2016
Certification, Data Science Specialization, 3.8
University of London 2006 — 2007
Non-Degree Program, International Business, Trade, and Tax Law
West Chester University of Pennsylvania 1994 — 1996
Business Accounting
Kankakee Community College 1986 — 1988
A.AS, Computer Science, 3.8
Pennsylvania College of Technology 1983 — 1985
Certificate, Architectural Drafting and Architectural CAD/CADD, 3.0
Femfessionals LLC September 2014 - Present
Queen's Sweets August 2010 - Present
Rowan Cabarrus Community College January 2010 - Present
Wachovia, A Wells Fargo Company July 1999 - Present
Dove Chocolate Discoveries July 2011 - January 2014
Skills
Accounting, Baking, Events, Corporate Events, Event Planning, Parties, Small Business, Trade Shows, Event Management, Social Networking, Customer Service, Training, Desserts, Marketing, Food, Catering, Food
Education
Strayer University 2006 — 2008
Master of Science, Accounting
Jones College-Jacksonville 1996 — 1999
Bachelor of Science, Business Administration
Wachovia, A Wells Fargo Company August 1998 - Present
USMC Reserves May 2000 - Present
Wells Fargo Securities June 2007 - April 2014
Wachovia Bank August 1998 - June 2007
Skills
Risk Management, Financial Analysis, Analysis, Program Management, Leadership, Process Improvement, Banking, Microsoft Office, Training, Customer Service, Microsoft Word, Military, Microsoft Excel, Security Clearance, Financial Services, Strategic Planning, Security, PowerPoint, Securities
Education
Keller Graduate School of Management of DeVry University 2009 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Strayer University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Therapy with Lisa Adams June 2012 - Present
Lisa Adams Showroom June 2012 - Present
Polo Factory Outlet October 2011 - February 2012
Wells Fargo December 2006 - July 2011
Wells Fargo December 2005 - July 2011
Wachovia, A Wells Fargo Company 2006 - 2011
McCormick & Schmick’s October 2005 - February 2007
Wells Fargo September 2004 - May 2006
Blue Ridge Grill March 2003 - November 2003
Whatley, Stephenson and Voyles October 2001 - November 2003
Skills
Travel Planning, Organizing Meetings, Expense Budgeting, Business Correspondence, Rumba, Lotus Notes, Epic Go-Live, Over 9 years of..., Budgets, CRM, Software Documentation, Customer Service, Leadership, Marketing, Social Media Marketing, Human Resources
Education
Johnson C. Smith University - JCSU 2011 — 2013
South Mecklenburg High School 1986 — 1989
High School Diploma, Basic Studies
Johnson C. Smith University
Bachelor of Science, Political Science
Carlson School of Management 2011 - 2013
So. St. Paul Public Schools November 2008 - August 2009
Wachovia, A Wells Fargo Company October 2000 - January 2008
Skills
Data Analysis, Access, Microsoft Excel, Financial Analysis, Project Management, Financial Modeling, Microsoft Office, PowerPoint, Analysis, Leadership, Finance, Market Research, Business Analysis, Process Improvement, Forecasting
Education
University of Minnesota - Carlson School of Management 2011 — 2013
MBA
Kenyatta University
Mathematics and Education
Harry Collins, State Farm Agent February 1998 - Present
Willeo Baptist Church 2001 - 2011
Wachovia, A Wells Fargo Company December 1996 - January 1998
Eckerd Drugs June 1993 - November 1996
Skills
Customer Service, Insurance, Property & Casualty..., Life Insurance, Health Insurance, Microsoft Office, Commercial Insurance, General Insurance, Term Life Insurance, Homeowners, Marketing, Umbrella Insurance, Legal Liability, Renters, Universal Life, Web Based Systems, Disability Insurance, Sales, Casualty Insurance, Microsoft Word, Microsoft Publisher
Education
Kennesaw State University 1993 — 1997
Sprayberry High School 1989 — 1993
Wachovia, A Wells Fargo Company August 2009 - Present
Atlantic Realty Partners, LLC May 2005 - July 2009
Education
Kingsborough Community College 1982 — 1985
AA, Liberal Arts
A & E Villas LLC June 2008 - Present
Wachovia, A Wells Fargo Company July 2005 - August 2010
The Art Institute of Atlanta April 2003 - April 2005
Epix June 2001 - February 2003
ADP March 2000 - February 2001
MSI International August 1997 - January 2000
Education
Kent State University 1990 — 1994
BS, Fashion
The Training Associates January 2011 - Present
Private January 2010 - Present
Wachovia Bank February 2006 - Present
Wachovia, A Wells Fargo Company 2009 - January 2011
Wachovia Mortgage 2005 - January 2011
Wachovia Bank 2005 - 2007
Bank of America 2003 - 2005
Skills
Mortgage Banking, Mortgage Lending, Instructor-led Training, Instructional Design, Sales Rep Training, Account Management, Classroom Management, Microsoft Office, Microsoft Excel, Microsoft Word, Computer Proficiency, Proprietary Systems, Learning and..., Live Meeting Certified, Facilitators, Business Development, Management, Sales, Leadership, Risk Management, Leadership Development, Training, Coaching, Financial Services, Customer Service, Insurance
Education
Kennesaw State University - Michael J. Coles College of Business 1998 — 2000
Continuing Education, Business Administration and Management, General
Seneca College of Applied Arts and Technology 1982 — 1986
BA, Accounting and Finance
Aerotek 2010 - 2012
TIAA-CREF 2010 - 2011
Wachovia, A Wells Fargo Company 1996 - 2010
Skills
Customer Service, Public Speaking, Published Author, Entrepreneurship, Writing, Creative Writing, Blogging, Small Business, Social Networking, Coaching, Event Management, Training, Leadership Development, Nonprofits, Teamwork, Social Media, Marketing, Event Planning, Leadership, Social Media Marketing, Microsoft Excel, Public Relations, PowerPoint, Time Management, Team Building, Editing, Fundraising, Community Outreach, Management, Strategic Planning, Budgets, Research
Education
University of Bridgeport 1984 — 1988
BS, Accounting
Kingsborough Community College 1983 — 1984
Accounting
Uniondale High School 1978 — 1981
High School
Wells Fargo August 2012 - Present
NCAA - Men's Basketball Official June 2012 - Present
NCHSAA September 2007 - Present
YMCA of Greater Charlotte April 2000 - Present
Charlotte Mecklenburg Schools November 2010 - August 2012
Wachovia, A Wells Fargo Company January 2008 - October 2010
Wachovia, A Wells Fargo Company January 2004 - January 2008
First Union National Bank December 1999 - January 2004
Skills
Finance, Risk Management, Financial Analysis, Budgets, Accounts Payable, Process Improvement, Accounting, General Ledger, Banking, Management, Analysis, Vendor Management, Forecasting, Auditing, Non-profit Volunteer, Financial Reporting, Time Management, Business Analysis, Insurance, Coaching, Leadership, Account Reconciliation, Microsoft Excel, Financial Accounting, Team Building, Accounts Receivable, Nonprofits, Internal Audit, Internal Controls, Payroll, Sarbanes-Oxley Act, Fundraising, Financial Statements, Data Analysis, Variance Analysis, Bank Reconciliation, Tax, Sarbanes-Oxley, PeopleSoft, SAP, Outlook, Access, Customer Service, Training, Invoicing, Community Outreach, Fixed Assets, Financial Services, Leadership Development, Essbase
Education
Johnson C. Smith University - JCSU 1993 — 1997
Bachelor of Science, Management
Wells Fargo January 2011 - Present
Wells Fargo January 2010 - May 2011
Wachovia a Wells Fargo Company July 2008 - October 2010
Wachovia April 2006 - July 2008
Wachovia August 2001 - September 2005
XYAN May 1999 - August 2001
ROMAC 1997 - 1999
Chase Manhattan Corporation April 1992 - June 1996
Skills
Leadership, Onboarding, Recruiting, Sourcing, Management, Talent Acquisition, Vendor Management
Education
Kutztown University of Pennsylvania 1987 — 1991
BS, Psychology
TIAA-CREF November 2011 - Present
Wachovia, A Wells Fargo Company January 2008 - November 2011
Wells Fargo 2008 - November 2011
Wachovia January 2008 - November 2009
HSBC Corporation - Decision One April 2004 - December 2007
Bank of America June 1996 - August 2003
Skills
SDLC, Cross-functional Team..., Project Management, Business Analysis, Web Applications, Requirements Analysis, Visio, Vendor Management, Testing, Waterfall, User Acceptance Testing, Software Project..., Process Improvement, PMO, SharePoint, Quality Center, Agile Methodologies, Risk Management, Business Process..., PMP, Systems Analysis, Software Development, Requirements Gathering, Business Requirements, Data Warehousing, Online Marketing, Quality Assurance, Financial Services, Project Portfolio..., Software Documentation, Business Intelligence, Business Process
Education
Kansas State University 1983 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo July 2014 - Present
Bank of America July 2009 - April 2014
Wachovia November 2008 - November 2009
Wachovia, A Wells Fargo Company January 2009 - June 2009
Wachovia April 2008 - November 2008
Wachovia October 2007 - April 2008
Wachovia January 2006 - October 2007
Bank of America March 2003 - January 2006
Dialect Solutions October 2000 - January 2003
Efunds February 2000 - October 2000
Skills
SDLC, Process Improvement, DMAIC, DFSS, DFSS Green Belt, Certified Project..., Program Management..., Project Portfolio..., Program Management, Business Analysis, Project Management, Data Center, PMP, CRM, Business Process, Six Sigma, PMO, Disaster Recovery, Strategy, Vendor Management
Education
Queens University of Charlotte 1991 — 1993
Masters, Business
Kent State University 1979 — 1984
BBA, Computer Science
Saint Mary's
Bank of America May 2013 - April 2014
Wachovia, A Wells Fargo Company August 1999 - October 2011
Wachovia, A Wells Fargo Company July 1999 - October 2011
Citibank 1993 - 1999
Skills
Derivatives, FX Options, Credit Risk, Credit, Banking, Capital Markets, Securities, Microsoft Excel, Customer Service, Finance, Risk Management, Settlement, Investment Banking, Middle Office, Trading
Education
Central Piedmont Community College 2011 — 2012
Intermediate spanish, Spanish for Business
American Institute of Banking 1985 — 1987
International Banking, Financial Risk
Kingsborough Community College 1984 — 1986
BS, Liberal Art
EMC November 2011 - Present
EMC June 2011 - September 2011
Terenine May 2010 - June 2011
HCL Technologies January 2010 - June 2010
WellPoint April 2008 - December 2009
Wachovia, A Wells Fargo Company August 2007 - April 2008
Lowe's August 2006 - August 2007
Liberty Mutual Insurance March 2004 - August 2006
Sprint Nextel 1997 - 2002
Ernst & Young 1993 - 1997
Education
Kansas State University
MIS
Wachovia, A Wells Fargo Company November 2008 - Present
Wachovia, A Wells Fargo Company March 2007 - November 2008
Wachovia, A Wells Fargo Company November 2006 - March 2007
Johnson C. Smith University August 2003 - December 2005
Education
Strayer University 2007 — 2009
Masters in Business Administration (MBA), Management
Johnson C. Smith University - JCSU 2002 — 2005
Bachelor of Science, Computer Science/Information System
State Farm Insurance Harlan Parker Insurance Agency December 2011 - Present
Creative Marketing, Inc. March 2008 - December 2011
ProPartnersMD June 2007 - December 2007
North American Savings Bank January 2007 - May 2007
Wachovia, A Wells Fargo Company March 2001 - January 2007
Americo Financial Life and Annuity January 1999 - March 2001
Heartland Financial June 1997 - December 1998
Skills
Insurance, Life Insurance, Financial Planning, Customer Service, Sales, Retirement Planning
Education
Kansas State University 1993 — 1997
Bachelor's of science, Economics
Oklahoma Wesleyan University 1993 — 1994
Wells Fargo February 2011 - Present
Wells Fargo February 2009 - February 2011
Wachovia October 2005 - February 2009
Wachovia, A Wells Fargo Company May 2004 - October 2005
Bank of America January 2004 - March 2004
Bank of America July 2002 - December 2003
Skills
Banking, Process Improvement, Management, Risk Management, Leadership, Strategy, Business Analysis, Financial Services, Vendor Management, Program Management, Business Process..., Business Process, Cross-functional Team..., Change Management, SharePoint
Education
Lander University 1990 — 1994
Bachelor's degree, Business Administration and Management, General
TIAA-CREF December 2009 - Present
IBM November 2009 - December 2009
Bank of America May 2009 - October 2009
IBM August 2008 - May 2009
Infosys May 2008 - August 2008
Bank of America June 2007 - March 2008
Wachovia, A Wells Fargo Company September 2005 - November 2006
IBM December 2003 - June 2005
Skills
Datapower, WebSphere Application..., iPlanet, DataPower, Weblogic, Enterprise Architecture, SDLC, Websphere, SOA, Solaris, Middleware, WebSphere MQ, JMS, Unix Shell Scripting, AIX, Integration, Unix, ESB, DB2, JBoss Application Server, Linux, Disaster Recovery, Apache, Oracle
Education
City Public School
Koneru Lakshmaiah College of Engineering
University of North Texas
Wells Fargo April 2015 - Present
Wells Fargo June 2013 - April 2015
Wells Fargo February 2006 - July 2013
Wachovia, A Wells Fargo Company 2005 - 2010
Wachovia Bank March 2005 - July 2007
Skills
Public Relations, Marketing Communications, Marketing, Social Media, Strategic Communications, Leadership, Customer Service, Financial Services, Investments
Education
Kennesaw State University - Michael J. Coles College of Business 1996 — 1998
BS, Marketing and Professional Sales
Wells Fargo Institutional Retirement & Trust September 2012 - Present
S.T.A.R.S. Math & English Academy August 2009 - Present
Wells Fargo August 2010 - October 2012
Wachovia, A Wells Fargo Company February 2003 - June 2010
Wachovia, A Wells Fargo Company August 2000 - February 2003
First Union National Bank November 1999 - August 2000
Skills
Accounts Receivable, Accounts Payable, Accounting Research, Project Planning, Project Execution, Customer Relations, Client Relationship..., Legal Compliance, Auditing
Education
University of North Carolina at Charlotte 2004 — 2009
M.A., Liberal Studies, History
Johnson C. Smith University - JCSU 1990 — 1994
B.A., English
Anthem, Inc. August 2013 - Present
The Training Associates January 2011 - December 2012
Wachovia, A Wells Fargo Company August 2010 - January 2011
BCS Voice and Data Solutions December 2009 - May 2010
American Funds June 2008 - July 2009
John Hancock Financial Services April 2006 - June 2008
Integrated Business Solutions May 2004 - July 2004
Ferris, Baker Watts, Inc June 2003 - July 2003
Skills
Windows 7, Siebel, Microsoft Office, Instructor-led Training, Series 7, Coaching, Sales Management, Marketing, Investments, Sales, Insurance, OS X, Training, Relationship Management, Salesforce.com, Sales Process, Team Building, Training Delivery, Public Speaking, Fixed Annuities, Call Center, Financial Services, New Business Development, Account Management, Series 63, Mutual Funds, CRM, Customer Service, Workshop Facilitation, Management, Selling, Employee Training, Instructional Design, Mac OS X, PowerPoint, Camtasia, Articulate Studio, Team Leadership, E-Learning, Leadership, Sales Operations, Process Improvement
Education
Old Dominion University 2000 — 2005
BS, Business Administration; Finance
Keele University 2003 — 2003
Finance, General
Randolph-Macon College 1998 — 2000
U.S. Department of the Treasury June 2009 - Present
Wachovia, A Wells Fargo Company January 2009 - May 2009
Pennsylvania State Employees Retirement System August 2008 - December 2008
Skills
Investigative Research, Risk Mitigation, Time Management, Financial Analysis, Leadership, Accounting, Finance, Investments, Management, Microsoft Excel, Private Equity, Customer Service, PowerPoint, Human Resources, Negotiation, Cash Flow, Teamwork, Research, Risk Management
Education
Kutztown University of Pennsylvania 2004 — 2008
B.S.B.A.
Shubh Solutions LLC January 2004 - Present
Hewlett-Packard March 2004 - September 2007
Bank of America May 2005 - June 2006
Alderwoods Group Inc August 2001 - December 2003
Digital Generation Systems June 2000 - July 2001
Harmony Software, Inc February 2000 - May 2000
Wachovia, A Wells Fargo Company June 1998 - October 1999
Parke Warner Inc., October 1995 - May 1998
Skills
Test Automation, Quality Center, Test Planning, Testing, Manual Testing, QTP, Test Cases, Regression Testing, Quality Assurance, XML, Microsoft SQL Server, Software Quality..., .NET, HR Consulting, Automation, C#, LoadRunner
Education
Seelam Siddhareddy Degree College 1989 — 1992
Bachelor
Kakatiya University 1988 — 1991
Sri Ramakrishna Vidyalayam, Khammam 1975 — 1985
10, School
Cadbury at Cherry Hill July 2014 - Present
Woodbury Mews Senior Living March 2014 - August 2014
Woodbury Mews Senior Living August 2013 - March 2014
Comfort Keepers September 2012 - July 2013
Widerman & Company 2011 - 2012
ADP 2008 - 2011
Wachovia, A Wells Fargo Company 2002 - 2008
Skills
Insurance, Sales Management, Workers Compensation, Customer Relations, Public Speaking, Consultative Selling, Analysis, New Business Development, Account Management, Mortgage, Problem Solving, Underwriting, Business Strategy, Training, Healthcare, Long-term Care, Marketing, Home Care, Elder Care, Banking, Business Development, Business Planning, CRM, Call Centers, Coaching, Cold Calling, Contract Negotiation, Customer Retention
Education
La Salle University 1992 — 1993
Events by Celeste January 2006 - Present
Microsoft September 2013 - June 2014
TIAA-CREF August 2012 - June 2013
Wells Fargo 2009 - 2012
Wachovia, A Wells Fargo Company September 2004 - September 2008
Wachovia January 2003 - January 2004
Skills
Wedding Planning, PeopleSoft, Corporate Events, Project Management, Workshop Facilitation, SharePoint Administrator, Event Management, Weddings, Organizational..., Anniversaries
Education
LaGuardia Community College 1978 — 1981
Liberal Arts
University of Phoenix
Business Administration and Management, General
BNY Mellon March 2007 - Present
State Street Corporation 2005 - March 2007
Wachovia, A Wells Fargo Company 2002 - 2005
Skills
Alternative Investments, Asset Management, Bloomberg, Bloomberg Terminal, Derivatives, Credit, Equities, Financial Analysis, Financial Services, Fixed Income, Fund Accounting, Hedge Funds, Investments, Portfolio Management, Mutual Funds, Securities, Strategic Financial...
Education
Kean University
Bachelor of Science, Finance
Consultative Librarian and Account Executive of Knowledge Services September 2002 - September 2013
Wachovia, A Wells Fargo Company July 2006 - July 2009
Northwestern Mutual 2002 - 2006
LexisNexis June 1993 - November 1999
Skills
Account Management, New Business Development, Qualified Teacher, Market Research, Strategic Consulting, Library Instruction
Education
Jones International University 2008 — 2011
MEd, Administration and Leadership
Rutgers University-New Brunswick 1995 — 1998
Masters Library Science, Information Technology
Pratt Institute
BFA, Merchandising Management
Wachovia, A Wells Fargo Company 1998 - Present
First Union National Bank July 1997 - July 1998
ING Capital, LLC November 1986 - July 1997
First Chicago International November 1984 - November 1986
TRC, INC September 1982 - October 1984
Northern Virginia Van Lines May 1981 - September 1982
W & J Sloane October 1979 - January 1981
Skills
Change Management, Budgets, Leadership, Risk Management, Cross-functional Team..., Finance, Analysis, Accounting, Auditing, Microsoft Excel, Banking, Process Improvement, Financial Analysis, Business Analysis
Education
King's College 1975 — 1979
Bachelor of Science, Business Administration
Bank of America January 2011 - Present
Wachovia, A Wells Fargo Company December 2009 - February 2011
Wells Fargo May 1996 - December 2009
Wachovia Bank 1998 - 2004
Education
King's College 1982 — 1986
BS, Computers & Information Systems, English
SunTrust Bank June 2007 - Present
Wachovia, A Wells Fargo Company March 2003 - April 2007
Mortgage Lenders Network 2001 - 2003
HomeBanc Mortgage 2000 - 2001
Fleet Bank 1995 - 2000
Skills
Asset Management, Banking, Mortgage Lending, Credit Risk, Commercial Banking, Loan Work-outs, Credit, Mortgage Banking, Real Estate, Commercial Mortgages, Loan Origination, Loans, Commercial Lending
Education
Kennesaw State University
BBA, Finance
Wells Fargo Institutional Retirement & Trust May 2013 - Present
Wells Fargo January 2012 - May 2013
IB Investments, Inc. July 2011 - January 2012
The Newport Group January 2009 - July 2011
Wachovia February 2004 - October 2008
Wachovia, A Wells Fargo Company January 2001 - January 2004
Skills
401k, Finance, Banking, Asset Allocation, Wealth Management, Pensions, ERISA, Qualified Retirement..., Management, Project Management, Mutual Funds
Education
La Salle University 1987 — 1989
BS Business Administration, Finance
Wells Fargo April 2014 - Present
Wachovia, A Wells Fargo Company December 2007 - April 2014
E*TRADE Financial February 2007 - December 2007
U.S Bank January 2006 - February 2007
Wells Fargo Corp June 2006 - January 2007
Cincinnati Public Schools February 2004 - June 2006
Primerica June 2002 - June 2005
Skills
Finance, Series 7, Fixed Income, Series 63, Management, Equities, Investments, CRM, Banking, Asset Management, Analysis, Financial Services, Securities, Portfolio Management, Derivatives, Capital Markets, Investment Banking
Education
Kent State University 1997 — 2001
Bachelor of Science, Finance
McQueen, Ball & Associates June 2015 - Present
Zeke Capital Advisors, LLC January 2011 - June 2015
Wachovia, A Wells Fargo Company April 2008 - December 2010
Evergreen Investments June 2003 - April 2008
Skills
Portfolio Management, Equities, Fixed Income, Investments, Asset Managment, Mutual Funds, Investment Strategies, Due Diligence, Wealth Management, Investment Research
Education
La Salle University - School of Business Administration 1999 — 2003
B.S., Finance, Economics, Risk Management
Liberty High School 1995 — 1999
Wells Fargo Bank April 2009 - Present
Wachovia, A Wells Fargo Company May 2002 - April 2009
VF Corporation May 1998 - February 2002
Atrium Windows & Doors April 1994 - April 1998
US Army March 1990 - March 1994
Skills
Banking, Financial Services, Management Consulting, Program Management, Project Management, Governance, Business Analysis, Financial Risk, Leadership
Education
University of Phoenix 2009 — 2009
Six Sigma - Green Belt, Statistics, Quality Management
FT. Hauchuca 1990 — 1994
Military Intelligence
Keene State College 1986 — 1990
BA Buisness Management, Marketing, Phychology, Graphic Arts
Wells Fargo November 2014 - Present
Wells Fargo April 2014 - November 2014
Wachovia, A Wells Fargo Co August 2009 - April 2014
Wachovia, A Wells Fargo Company October 2006 - August 2009
Education
Montreat College 2003 — 2005
MBA, Business Administration
Johnson C. Smith University - JCSU 1988 — 1992
BS, Accounting
Regions Financial Corporation April 2012 - Present
Regions Financial Corporation September 2010 - April 2012
Wachovia, A Wells Fargo Company December 2009 - August 2010
Wachovia Bank, NA May 2008 - December 2009
Skills
Training Facilitation, Training, Team Building, Loans, Consumer Lending, Retail Banking, Lines Of Credit, Credit, Employee Training, Team Leadership, Program Facilitation, Team Facilitation, Coaching, Customer Service, Banking, Management, Leadership
Education
Kennesaw State University
Fulton Bank November 2008 - Present
Wachovia, A Wells Fargo Company July 1984 - September 2008
Education
Juniata College 1980 — 1984
BS, Finance
MRO Corporation November 2009 - Present
Wachovia, A Wells Fargo Company May 2002 - June 2009
Skills
Personnel Management, Operations Management, Hiring, New Hire Orientations, New Hire Training, Mentoring New Hires, Healthcare Information..., Retail Banking, Staff Retention, Customer Service, Customer Support, Microsoft Office, Strategy, Process Improvement, Strategic Planning, Team Building, Leadership, Management
Education
Kenyon College 1996 — 2000
Bachelor's, Economics
Tutoring Club of Charlotte Director/OwnerTutoring Club of CharlotteJuly 2007 - Present
Wachovia, A Wells Fargo Company December 1998 - December 2006
BancTec March 1985 - September 1998
Education
Kennesaw State University - Michael J. Coles College of Business 1987 — 1990
MBA, Marketing, Management
Stony Brook University 1978 — 1982
BS, Computer Science, Applied Mathematics
Wells Fargo December 2013 - Present
Wells Fargo Bank August 2011 - December 2013
Wells Fargo 2003 - August 2011
Wachovia, A Wells Fargo Company August 2004 - September 2009
Wachovia/Wells Fargo 2003 - August 2009
Skills
Business Development, Customer Service, Credit, Loans, Management, Leadership, Call Centers, Finance, Customer Retention, Banking, Consumer Lending, Retail Banking, Mortgage Lending, Loan Origination, Small Business Lending, Relationship Management
Education
Kutztown University of Pennsylvania 1999 — 2002
Accounting/Business
TIAA-CREF - TEKSystems November 2011 - Present
Benefitfocus April 2011 - July 2011
Wachovia, A Wells Fargo Company July 2008 - May 2009
Wachovia, A Wells Fargo Company October 2006 - May 2008
Duke Energy February 2005 - October 2006
HSBC March 2004 - December 2004
Bank of America March 2002 - February 2004
Skills
Business Analysis, Requirements Analysis, Business Intelligence, Requirements Gathering, Integration, Data Warehousing, Testing, Quality Assurance, Business Process, Data Modeling, Data Analysis, ETL, Analysis, Software Documentation, User Acceptance Testing, Systems Analysis, Management, Business Requirements, Enterprise Software, Software Engineering, Test Planning
Education
Chubb Institute for Computer Programming 1986 — 1987
Computer Science
Kean University 1979 — 1983
B.S., Computer Science
C1 Bank January 2014 - Present
Comerica Bank November 2009 - 2013
Wachovia, A Wells Fargo Company 1994 - 2009
Skills
Commercial Lending, Small Business Lending, Consumer Lending, Commercial Banking, Loans, Retail Banking, Credit, Mortgage Lending, Credit Analysis, Lines Of Credit, Banking, Mortgage Banking, Portfolio Management, Branch Management, Loan Origination, Cross Selling, Risk Management
Education
Hillsborough Community College
Liberal Arts and Sciences/Liberal Studies
Keiser University-Ft Lauderdale
Cooking and Related Culinary Arts, General
Davis & O'Mally, LLC August 2015 - Present
TRF Energy Solutions December 2014 - Present
TH Hill Associates October 2013 - December 2014
United States Air Force October 2012 - September 2013
United States Air Force January 2012 - October 2012
The Mudlogging Company July 2008 - July 2009
Wachovia, A Wells Fargo Company February 2005 - July 2008
Skills
Microsoft Excel, Microsoft Office, Customer Service, Team Building, People Skills, Cash Management, Employee Relations, Account Reconciliation, Financial Reporting, Financial Analysis, General Ledger, Access, Business Analysis, Microsoft Word, Performance Management, PowerPoint, Payroll, Data Analysis, Accounting, Human Resources, Payroll Taxes, Multi-state Payroll..., Appropriations, Communication, Interpersonal..., Highly motivated..., Great Motivator, Employee Benefits, Compensation & Benefits..., Benefits Administration, Benefit Cost Analysis, Outlook, ADP Payroll, Ultipro, Dependable Team Player, Creativity, Inspiration, Building Relationships, Diversity, Travel, Positive Can-do Attitude, Persistence, Tenacious Work Ethic, Integrity, Data Integrity, Analytical Skills, Organizational Behavior, Organization &..., Organizational..., Charismatic Leadership
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration (MBA), Human Resources Management and Services
University of Houston-Downtown 2006 — 2008
Bachelor's, Accounting
Amboy Bank November 2013 - Present
The Provident Bank April 2011 - November 2013
Amboy Bank July 2010 - April 2011
Wachovia, A Wells Fargo Company May 1988 - July 2010
First Union 1988 - 2010
Skills
Loans, Portfolio Management, Banking, Credit Risk, Underwriting, Credit Analysis, Real Estate Economics, Real Estate Financing, Commercial Real Estate
Education
New York University 1993 — 1995
Real Estate
Kean University 1983 — 1986
BA, Math
Bank of America May 2014 - Present
Bank of America October 2010 - May 2014
Wachovia, A Wells Fargo Company November 2008 - August 2010
Skills
SharePoint, Customer Service, Customer Relations, Program Management, Microsoft Office, Access, Analysis, Banking, Management, Microsoft Excel, Process Improvement, Public Speaking, Risk Management, Software Documentation, Visio, Leadership, Vendor Management
Education
Strayer University (VA) 2007 — 2009
Master's degree, Management Information Systems, General, 3.4
Johnson C. Smith University - JCSU 2001 — 2006
Bachelor of Science (B.S.), Computer and Information Sciences and Support Services
Bank of America June 2010 - Present
Wachovia, A Wells Fargo Company June 2003 - January 2010
Kelly Services April 1998 - October 2001
KELLY SERVICES, INC July 1997 - June 1999
KELLY SERVICES, INC December 1995 - June 1997
Skills
Talent Acquisition, Employee Relations, PeopleSoft, Performance Management, Career Development, Employee Engagement, HRIS, Human Resources, Interviews, Recruiting, Sourcing, Succession Planning, Talent Management, Temporary Placement
Education
Kennesaw State University
PHR, Human Resources Management
Upsala College
BA, Business Administration
Guilford County July 2013 - Present
Guilford County June 2011 - June 2013
Wachovia, A Wells Fargo Company June 2008 - January 2010
Furnitureland South, Inc December 2006 - May 2008
CitiFinancial January 1996 - January 2006
Skills
Payroll, Microsoft Excel, Customer Service, Finance, Banking, Microsoft Word, Small Business, Sales, Auditing, Account Reconciliation, Policy, Human Resources, Training, Accounting
Education
Kaplan University 2012 — 2014
Master's degree, Auditing
Kaplan University 2009 — 2011
Bachelor of Science, Accounting- Auditing/Forensic Accountancy2011
Ashworth University 2007 — 2009
Associate of Science, Accounting2007
Parkland High School 1990 — 1994
High School Diploma
Wachovia, A Wells Fargo Company October 1985 - January 2007
Credit Lyonnais 1974 - 1984
The Bank of New York September 1972 - August 1974
Citibank February 1972 - August 1972
Chemical Bank which was acquired by JPMorgan Chase & Co. August 1968 - January 1972
Skills
Loans, Commercial Banking, Wealth Management, Banking, Mortgage Lending, Loan Origination, Relationship Management, Risk Management, Leadership, Small Business Lending, Team Building, Training, Coaching, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1971 — 1973
MBA, Accounting and Financial Control
Lake Erie College 1964 — 1968
BA, Economics
Universite de Grenoble Winter Term Abroad 1967 — 1967
Kent Place School 1951 — 1964
Reckitt Benckiser July 2010 - February 2011
Virgin Mobile USA January 2009 - May 2010
Taby America, Inc April 2006 - January 2009
Wachovia, A Wells Fargo Company November 2003 - March 2006
Skills
Account Reconciliation, Finance, Accruals, Accounts Payable, Financial Analysis, Management, Customer Service, Journal Entries, Accounts Receivable, Invoicing, Spreadsheets, Budgets, Microsoft Excel, Financial Statements, Auditing, Accounting, Microsoft Office, Time Management
Education
Kean University 2005 — 2008
BA
Kaplan University May 2014 - Present
University of Florida December 2011 - May 2014
Office of the State Attorney, 8th Judicial Circuit, Florida July 2010 - December 2011
Crom Equipment Rentals, Inc. February 2007 - June 2010
Millennium Bank, N.A. 2005 - 2007
Wachovia, A Wells Fargo Company 2004 - 2006
Skills
Criminal Law, Courts, Legal Assistance, Motions, Legal Research, Juvenile Law, Event Planning, Legal Writing, Westlaw, Lexis, Mediation, Banking, Microsoft Office, Formatting Documents, Legal Documents, Electronic Filings, Deposits, Cross Selling, Accounts..., Finance, Crisis Intervention..., Travel Arrangements, Customer Service, Secretarial Skills, Social Statistics, Accounts Payable, Time Approval, Department Budget..., Attachment Parenting, Working With Children, Childcare, Research
Education
Kaplan University 2014 — 2016
Master of Public Administration (MPA), Public Administration, 4.0
University of Florida 2007 — 2012
Bachelor of Arts, Sociology
Santa Fe Community College 2004 — 2007
Associate of Arts, Sociology
Wachovia, A Wells Fargo Company
Skills
Real Estate Economics, CMBS, Underwriting, Commercial Mortgages, Asset Management, Investments, Loan Servicing, Loans, Portfolio Management, Credit, Credit Analysis, Loan Origination, Mortgage Lending, Real Estate, Real Estate Financing, Valuation
Education
Johnson C. Smith University - JCSU
Banking, Corporate, Finance, and Securities Law
Wells Fargo Bank, N.A. 2011 - Present
Wells Fargo Bank, N.A 2009 - Present
Wachovia, A Wells Fargo Company June 2007 - June 2009
Wells Fargo Bank, N.A. 2004 - 2007
Skills
Credit, Loans, Mortgage Lending, Credit Analysis, Commercial Banking, Mortgage Banking, Banking, Sales, Customer Service, Commercial Lending, Quality Auditing, Document Review, Data Analysis, Finance, Financial Analysis, Loan Origination, Portfolio Management, Loss Mitigation, Underwriting, Analysis, Refinance, Residential Mortgages
Education
Johnson C. Smith University - JCSU 1996 — 1999
Bachlor of Arts, Sociology and Criminal Justice
PNC July 2015 - Present
Affinity Federal Credit Union May 2013 - Present
Wachovia, A Wells Fargo Company May 2002 - Present
Skills
Loans, Banking, Customer Service, Credit, Customer Relations, Coaching and development, Business Development, Lines Of Credit, Consumer Lending, Team Leadership, Cross Selling, Relationship Management, Deposits, Microsoft Excel, Vendor Management, Branch Banking, Residential Mortgages, Refinance, Credit Cards, AML, Branch Management, Finance
Education
Kean University 2008 — 2012
MBA, Mareting
Widener University 1992 — 1996
Bachelor of Science, Hospitality Management
SunTrust Bank June 2014 - Present
SunTrust Bank April 2012 - Present
First Citizens Bank & Trust of South Carolina August 2010 - May 2012
Wachovia, A Wells Fargo Company October 2000 - August 2010
Wachovia Bank June 2008 - December 2009
Skills
Small Business Lending, Consumer Lending, Loans, Credit, Credit Analysis, Mortgage Lending, Retail Banking, Loan Origination, Portfolio Management, Commercial Lending, Recruiting
Education
Kent State University 1995 — 2000
B.A., History
JB Brunson Trucking LLC October 2013 - Present
Currently Unemployed June 2013 - Present
All About The Affordable HHC May 2013 - Present
Wells Fargo Advisors/ Wachovia Securities September 1999 - February 2013
Wachovia, A Wells Fargo Company September 1999 - May 2012
Skills
Microsoft Office, Banking, Sales, Customer Service, Microsoft Excel, Time Management, PowerPoint, Microsoft Word, Outlook, Teamwork, Leadership, Team Leadership, Customer Satisfaction, Account Management, Financial Analysis, Team Building, Training, Coaching, Strategic Planning
Education
East Mecklenburg
Lee University
American General Life and Accident July 2009 - Present
Bankers Insurance June 2008 - April 2009
Wachovia, A Wells Fargo Company March 1989 - April 2008
Skills
Health Insurance, Insurance, Underwriting, Fixed Annuities, Life Insurance, Commercial Insurance, Term Life Insurance, Disability Insurance, IRAs, Retirement Planning, General Insurance, Retirement, Long-term Care, Risk Management, Employee Benefits, Series 63, Umbrella Insurance, Liability, Financial Analysis, Engaging Public Speaker, Customer Service, Community Outreach, Universal Life, Consumer Lending, Small Business Lending, Financial Services, Whole Life, Management
Education
Kaplan University 2004 — 2007
Series 6 & 63 License
Federal Highway Administration March 2013 - Present
University of California Davis November 2012 - March 2013
Wachovia, A Wells Fargo Company November 1999 - September 2010
Skills
Loans, Finance, Banking, Process Improvement, Credit, Microsoft Excel, Commercial Lending, Mortgage Lending, Customer Service, Strategic Planning
Education
Jones International University
Accounting
Algomi Ltd January 2014 - Present
GALLAGHER & C0. May 2011 - Present
MarketAxess May 2006 - March 2011
Wachovia, A Wells Fargo Company February 2004 - January 2006
Banc of America Securities November 1998 - January 2004
Bear Stearns May 1996 - July 1998
Merrill Lynch March 1987 - May 1996
U.S. Army August 1979 - March 1983
Skills
Risk Management, E-commerce, Management, Mentoring Of Staff, Trading, Sales, Client Relationships, Electronic Trading, Credit and Rates, Fixed Income, Equities, FX, New Business Development, Trading Systems, Financial Technology, Bonds, Commodity, Credit, Derivatives, FX Options, Series 7, Equity Derivatives, Options, Rates, Swaps, Credit Derivatives
Education
La Salle University - School of Business Administration 1975 — 1979
B.S., Accounting
American Campus Communities September 2014 - Present
American Campus Communities August 2013 - September 2014
Always Best Care Senior Services June 2013 - August 2013
Kutztown University Housing Residence Life and Dining Services August 2012 - May 2013
Kutztown University Housing and Residential Services August 2010 - December 2010
Wachovia, A Wells Fargo Company July 2010 - August 2010
Education
Kutztown University of Pennsylvania 2011 — 2013
Master of Public Administration (M.P.A.)
Kutztown University of Pennsylvania 2006 — 2010
B.A., Sociology/ Psychology
BlueOak Arkansas April 2015 - Present
Beckmann Volmer North America, LP January 2012 - April 2014
Feld Entertainment January 2005 - January 2012
Wachovia, A Wells Fargo Company September 2009 - December 2010
Interim HealthCare July 2006 - January 2009
Skills
Customer Service, Event Planning, Quickbooks, Budgeting, Financial Planning, Financial Analysis, Hiring, Microsoft Office, New Business Development, Organizing, Payroll, Accounts Payable, Accounts Receivable, Accounting, Human Resources, Invoicing, Logistics, Account Reconciliation, Bookkeeping, Financial Reporting, Office Management, General Ledger, Cash Flow, Cash Management, Financial Statements, Safety Management..., Production Managment, Process Improvement, Budgets, Event Management, Marketing Strategy, QuickBooks
Education
Kent State University 2003 — 2008
Bachelors, Finance / Accounting & Marketing
Kent State University
Wachovia, A Wells Fargo Company August 1998 - Present
Skills
Retail Banking, Series 63
Education
Strayer University (NC) 2004 — 2007
BA, Business Administration, B
Keller Graduate School of Management of DeVry University
Third Coast Bank, SSB November 2013 - Present
Third Coast Bank, SSB 2009 - Present
Port Arthur RV Resort 2006 - Present
Wells Fargo Bank 2006 - 2009
Wachovia, A Wells Fargo Company 2001 - 2006
Bayshore National Bank 1996 - 1997
Skills
Small Business Lending, Commercial Banking, Portfolio Management, Credit Analysis, Credit, Loans, Mortgage Lending, Commercial Lending, Banking, Asset Based Lending, Commercial Mortgages, Lines Of Credit, Treasury Management, Loan Origination, Underwriting, Retail Banking, Credit Risk, Mortgage Banking, Middle Market, Consumer Lending, SBA, Treasury Services, Cash Management, Private Banking, Wealth Management, Construction Loans, Refinance, Cross Selling, Asset Management, Finance, Financial Services, Financial Risk, Financial Analysis, Investments, Risk Management, Financial Structuring, Residential Mortgages, Financial Institutions, Strategic Financial..., Real Estate Financing, Commercial Finance, Commercial Real Estate, Real Estate Economics, Executive Management, Small Business, Due Diligence, Cash Flow
Education
Lamar University 2001 — 2003
MBA
Lamar University 1998 — 2001
BBA, Finance
Robert e lee high school
SunTrust Bank March 2011 - Present
Genworth Financial April 2006 - March 2011
Central Virginia Bank 2003 - 2005
Wachovia, A Wells Fargo Company 2001 - 2003
Skills
Insurance, Fixed Annuities, Financial Services
Education
Lansing Community College 1975 — 1977
associate degree, data processing
University of Richmond
Wachovia, A Wells Fargo Company July 1994 - February 2015
Star-News Newspaper 1986 - 1989
Boddie-Noell Enterprises 1985 - 1986
Skills
Secretarial Skills, HR policies, and..., Medical Records, Delegation in Loss &..., FHA, Mortgage Lending
Education
UNC-Wilmington 1989 — 1991
completed 2 yrs of credit in Nursing
Kingsborough Community College 1978 — 1980
Associates, Concentration in Administrative Studies
LD Services, LLC January 2011 - January 2012
Wachovia Bank, a Wells Fargo Co January 2006 - January 2011
Wachovia, A Wells Fargo Company 2006 - 2011
Texas State Bank January 2004 - January 2006
Texas State Bank 2004 - 2006
Hibernia National Bank January 2001 - January 2004
Bank One, N.A January 1999 - January 2001
NationsBank, N.A January 1997 - January 1999
Bank One, Texas, N.A January 1996 - January 1997
Bank One Mortgage Corporation January 1994 - January 1996
Skills
Administrative..., Office Management, Risk Management, Finance, Small Business Lending, Accounting, Financial Analysis, Commercial Mortgages, Office Administration, Customer Service, Expense Management, Microsoft Excel, Credit, QuickBooks, File Management
Education
Lamar University 1988 — 1993
Bachelor of Business Administration, General Business
Orangefield High School 1985 — 1988
High School Diploma, General Studies
Lamar University
B.B.A Degree, General Business
Orangefield High School
Diploma
Regions Financial Corporation April 2012 - Present
Regions Financial Corporation June 2008 - June 2012
Wachovia, A Wells Fargo Company November 2002 - June 2008
Genuine Parts Company March 2000 - November 2002
Education
Kennesaw State University - Michael J. Coles College of Business 1992 — 1996
Bachelor of Business Administration, General Business
T-Mobile October 2007 - Present
T-Mobile October 1996 - Present
Wachovia, A Wells Fargo Company February 2004 - October 2007
AT&T 2004 - 2005
Canada Dry of New York 1994 - 1996
Pathmark Stores, Inc. 1983 - 1991
Skills
Wireless, Direct Sales, Sales Management, Account Management, Business Development, Salesforce.com, CRM, Team Leadership, Telecommunications, Customer Service, Client Relations, Peer Mentoring, Sports Coaching, Enterprise Solution..., Entrepreneurship, Food & Beverage, Food Industry, Third Party...
Education
Kean University 1985 — 1990
BS Marketing, Marketing
Wachovia, A Wells Fargo Company 1988 - 2011
Education
Le Moyne College
Bachelor of Arts (BA), English/Communications
Orange Savings Bank November 2011 - Present
Third Coast Bank, SSB April 2009 - September 2011
Wachovia, A Wells Fargo Company October 1998 - April 2009
Community Bank and Trust, SSB December 1993 - August 1998
Skills
Time Management, Microsoft Office, Financial Analysis, Team Management, Coaching, Risk Management, Credit Analysis, Loans
Education
Lamar University 1987 — 1988
BBA, Finance
Lamar University 1981 — 1986
BBA, Marketing
First Data Corporation June 2012 - Present
RBC Bank June 2011 - April 2012
Wachovia, A Wells Fargo Company November 2009 - June 2011
Skills
Financial Analysis, Finance, Financial Reporting, Accounting, Payments, Credit Analysis, Cash Management, Small Business Lending
Education
Kennesaw State University - Michael J. Coles College of Business 2002 — 2007
Bachelor of Business Administration (B.B.A.) in Finance, Accounting and Finance
Kennesaw State University - Michael J. Coles College of Business 2002 — 2007
BBA, Finance
Wachovia, A Wells Fargo Company July 2009 - Present
Bank of America May 2006 - June 2009
Education
Kean University
Wachovia, A Wells Fargo Company 2010 - 2012
Bamberg County Courthouse January 2009 - April 2009
Skills
Microsoft XP, Word,..., Publisher, Spreadsheet,...
Education
Voorhees College 2006 — 2010
Bachelor's of Science, Business Administration and Management, General
Kaplan University
Wachovia, A Wells Fargo Company November 1999 - Present
hexaware technologies January 1996 - November 1999
Skills
Enterprise Architecture, Internet Banking, Vendor Management, Banking, SDLC, Project Portfolio..., Risk Management, Business Analysis, Software Project..., Visio, PMO, IT Strategy, Disaster Recovery, Requirements Analysis
Education
Kendriya Vidyalaya