Wachovia, A Wells Fargo Company
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Wachovia, A Wells Fargo Company Employees
Manufacturers Bank August 2011 - Present
Union Bank April 2009 - May 2011
Community South Bank November 2006 - August 2008
Wachovia, A Wells Fargo Company September 2005 - November 2006
Citibank December 2003 - September 2005
Bank of America October 2001 - November 2003
Skills
Loans, Commercial Banking, Portfolio Management, Lines Of Credit, Underwriting, Investments, Financial Risk, Finance, Financial Structuring, Credit Analysis, Small Business Lending, Cash Management, SBA 504, Credit Risk, Treasury Management, Mortgage Lending, Commercial Real Estate, Construction Loans, Business Development, Risk Assessment, Credit Rating, Investment Property..., Credit, Banking, Real Estate, Commercial Lending
Education
Osmania University
Bachelor Of Commerce, Accounting, Mercantile Law, Business Management
Osmania University
Bachelors of Commerce, Accounting and Business/Management
Valley Medical Center February 2015 - Present
Erin Pierson Counseling November 2013 - Present
Wellspring Family Services May 2014 - February 2015
Valley Cities Counseling & Consultation July 2012 - May 2014
Imagine Housing August 2011 - July 2012
The Vision House September 2010 - June 2011
Mars Hill Graduate School August 2008 - June 2010
Roxcel Corporation October 2007 - August 2008
Wachovia, A Wells Fargo Company June 2006 - October 2007
Skills
Crisis Intervention, Group Therapy, Mental Health, Counseling Psychology, Case Managment, Individual Counselling, DBT, Post Traumatic Stress, Treatment, Therapists, Community Outreach, Psychotherapy, Mental Health Counseling, Family Therapy, Social Services, Volunteer Management, Teaching, Case Management, Interventions, Motivational..., Program Development, Stress Management, Public Speaking, Nonprofits, Fundraising
Education
The Seattle School of Theology and Psychology 2008 — 2011
M.A., Counseling Psychology
Presbyterian College 2002 — 2006
B.A., Spanish
Wells Fargo June 2014 - Present
State of Georgia- Dept of Community Health (SPI Resources) February 2013 - Present
Signature Consultants February 2014 - May 2014
Advantage Technical Resources for Wells Fargo Bank June 2011 - December 2012
Peter Bell CPA August 2005 - May 2011
Wachovia, A Wells Fargo Company June 2002 - March 2005
Skills
Business Operations, MS Office Suite, Data Analysis, Business Requirements, Resource Management, Cross-functional Team..., MS Project, SDLC, Business Analysis, SharePoint, Lotus Notes, Process Improvement, Software Documentation, Access, Microsoft Office, Project Management, Business Process, Quality Assurance, Leadership, Strategy
Education
University of Phoenix 2004 — 2007
Bachelor of Science, Business Management
Penn State University 1998 — 1999
Wells Fargo January 2009 - Present
Wachovia, A Wells Fargo Company October 2003 - January 2009
IBEX Construction 1999 - 2003
NTX Interiors September 1995 - August 1998
Tishman Construction February 1994 - August 1995
AJ Contracting September 1988 - April 1993
Skills
Contract Negotiation, Business Development, Project Management, Strategic Planning, Construction Management, Budgets, Construction, Contract Management, Program Management, Project Planning, New Business Development, Team Building, Real Estate, Business Planning, Business Strategy, Change Management, Contractors, Customer Service, Cross-functional Team...
Education
Pace University 1970 — 1972
None, Political Science
Brooklyn Tech HS 1966 — 1970
Grad, Industrial Design
CUNA Mutual Group December 1994 - Present
GPCE Credit Union December 1991 - December 1994
Wachovia, A Wells Fargo Company March 1981 - May 1991
Skills
Credit Unions, Banking, Coaching, Leadership Development, Team Building, Leadership, Insurance, Customer Service, Consumer Lending, Sales, Public Speaking, Customer Satisfaction, Training, Customer Retention, Team Leadership, Change Management, Performance Management, Retail Banking, Financial Services, Account Management, Loans, Underwriting, Management, Cross Selling, Credit Analysis
Education
Gulf Breeze High School
Pensacola Junior College
Capital One August 2014 - Present
Capital One February 2011 - July 2014
Wachovia, A Wells Fargo Company August 2003 - January 2011
Skills
Commercial Lending, Commercial Banking, Loans, Mortgage Lending, Credit, Small Business Lending, Banking, Consumer Lending, Credit Analysis, Retail Banking, Loan Origination, Cross Selling, Lines Of Credit, Credit Risk, Commercial Mortgages, Branch Management, Treasury Management, Financial Services, Portfolio Management, Mortgage Banking, Relationship Management, Asset Based Lending, Underwriting, Wealth Management, SBA
Education
Maryland Banking School 2013 — 2015
Penn State University
RR Donnelley October 2001 - Present
D&E Communications February 2001 - October 2001
Westfield Group/Westfield Insurance January 1999 - February 2001
Lancaster General Health May 1998 - December 1998
Wachovia, A Wells Fargo Company April 1989 - May 1998
Skills
Oracle Database 11g..., RMAN, Databases, Microsoft SQL Server, Database Design, PostgreSQL, Unix, Unix Shell Scripting, Performance Tuning, Shell Scripting, SQL Tuning, Disaster Recovery, Data Warehousing, PL/SQL, AIX, Oracle, Oracle Database..., Process Improvement, SDLC, Database Administration, Troubleshooting
Education
University of Phoenix 2014 — 2018
Bachelor's Degree, Information Technology with a Certification in Database Administration
Millersville University of Pennsylvania
Computer Science
Penn State University
Computer Science
BB&T September 2015 - Present
United Guaranty Corporation July 2013 - August 2015
Campus Partners March 2011 - April 2014
Wachovia, A Wells Fargo Company January 2009 - January 2011
Wachovia Bank 1999 - 2008
Skills
Cisco routers/switches, Checkpoint Firewalls, ASA5500 Firewalls, Routers, VPN, Firewalls, Switches, ASA, Network Engineering, Routing, IDS, IPS, TCP/IP, HSRP, OSPF, BGP, Routing Protocols, Cisco Technologies, Checkpoint, Network Security, Networking, Network Design, Data Center, Troubleshooting, Disaster Recovery
Education
Old Dominion University 1983 — 1985
BS, Computer Science
Sealed Air Corporation April 2015 - Present
Performance Fibers December 2013 - April 2015
TIAA-CREF August 2009 - October 2013
Wachovia, A Wells Fargo Company June 1999 - June 2009
Crompton & Knowles June 1996 - June 1999
US Navy October 1984 - October 1988
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Finance, Asset Management, Financial Reporting, Risk Management, Investments, Portfolio Management, Financial Services, Banking, Economics, Internal Audit, Financial Risk, Managerial Finance, Financial Planning, Analysis, Budgets, Process Improvement
Education
Pfeiffer University 1996 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Pfeiffer University 1993 — 1996
Bachelor's degree, Accounting
SunTrust Bank January 2015 - Present
SunTrust Bank March 2012 - December 2014
Wachovia, A Wells Fargo Company February 2006 - March 2012
Education
Old Dominion University
Business, Management, Marketing, and Related Support Services
National Employment June 2013 - Present
Baylor College of Medicine October 2008 - April 2009
Harris County Protective Services May 2007 - October 2008
Wachovia, A Wells Fargo Company August 2005 - May 2007
Skills
Account Reconciliation, Accounts Payable, Journal Entries, Accounting, Tax, Microsoft Excel, Accounts Receivable, Outlook, Financial Analysis, General Ledger, Financial Reporting, Microsoft Word, QuickBooks, Payroll, Invoicing, Financial Accounting, Finance, Cash Management, Microsoft Office, Customer Service, PowerPoint, Access
Education
Prairie View A&M University 2007 — 2014
Master of Science (MS), Accounting
Prairie View A&M University 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Daniel Forensics August 2014 - Present
The Daniel Law Firm, P.C. January 2014 - Present
Cranwell, Moore, Emick PLC April 2013 - January 2014
Revelation SLD Advisors, LLC August 2012 - July 2013
Integrated Imaging, LLC January 2010 - February 2012
Wachovia, A Wells Fargo Company May 2006 - January 2009
Pro-Line Performance February 2005 - May 2006
Skills
Legal Writing, Legal Research, Legal Documents, Legal Assistance, Pleadings, Confidentiality, Notary Public, File Management, Administrative..., Office Management, Office Administration, Litigation Support, Document Drafting, Loans, Management, Outlook, Insurance, Banking, Wordperfect, Calendars, Microsoft Excel, Accounts Receivable, Credit, Lotus Notes, Accounts Payable, Spreadsheets, Process Improvement, Calendaring, Microsoft Word, PowerPoint, Filing, Travel Arrangements, Data Entry, Document Review, Lexis, Executive Support, Office Equipment, Expense Reports, 10 Key, Medical Records, Expenses, Paralegals, Microsoft Office 2007, Business Correspondence, Sales, Time Management, Fax, Microsoft Office
Education
Roanoke College 2013 — 2016
Criminal Justice, Criminal Justice / Pre-Law, 3.2
Virginia Western Community College 2011 — 2013
Associate of Science (A.S.), Paralegal, 3.5 GPA
Old Dominion University 2010 — 2012
Finance
Virginia Western Community College 2008 — 2010
Associate of Science (A.S.), Business Administration
Northside High School 1991 — 1994
Advanced Studies Diploma, General Studies
New Richmond Ventures July 2014 - Present
Virginia Community Capital November 2011 - July 2014
PhiloSophia August 2010 - January 2012
Walnut Grove Holdings, LLC November 2010 - October 2011
Wells Fargo Advisors August 2010 - November 2010
Union First Market Bank May 2009 - August 2010
Bank of America October 2005 - April 2009
Bank of America January 2005 - October 2005
Wachovia, A Wells Fargo Company January 2004 - January 2005
Wachovia, A Wells Fargo Company May 2003 - January 2004
Education
Dale Carnegie Institute of Public Speaking 2004 — 2004
High Impact Presentations
McIntire Business Institute at the University of Virginia School of Commerce 2001 — 2001
Finance
Pontificia Universidad Católica del Perú 2000 — 2000
Foreign Affairs, Spanish, History, Archeology
University of Virginia 1997 — 2001
BA, Foreign Affairs
Douglas S. Freeman High School 1994 — 1997
Eagle Bank October 2012 - Present
Fulton Bank 2001 - 2012
Wachovia, A Wells Fargo Company 1990 - 2001
Skills
Banking, Commercial Lending, Real Estate Finance, Commercial Banking, New Business Development, Loans
Education
Penn State University 1982 — 1986
BS, Finance/Real Estate
Cognizant Technology Solutions November 2013 - Present
Coventry Health Care 2009 - 2010
Wachovia, A Wells Fargo Company 2007 - 2009
Skills
PL/SQL, SDLC, Requirements Analysis, Solution Architecture, Microsoft SQL Server, XML, WCF, SSIS, Oracle, SSRS, Java, Requirements Gathering, Web Services, ETL, C#, UML, Visio, ASP.NET, SQL, Visual Studio, SOA, .NET, VB.NET, Software Project..., Database Design, Databases, Enterprise Architecture, VSS, LINQ, Visual Basic, Data Modeling, Design Patterns, Trackwise, WPF, Silverlight, Project Management
Education
Pandit Ravishankar Shukla University 2000 — 2004
BE, Information Technology
Salem English School 1989 — 2000
Wells Fargo Advisors November 2012 - Present
Wachovia, A Wells Fargo Company August 2011 - November 2012
Wachovia March 2007 - August 2011
Skills
Quality Center 9.2, User Acceptance Testing, Quality Assurance, Quality Center, SDLC, Test Planning, Process Improvement, Management, Testing, Customer Service, Requirements Analysis, Business Analysis
Education
Pfeiffer University 1997 — 2000
Master of Business Administration (MBA), Business Administration and Management, General, 3.4
PNC August 2013 - Present
North Carolina Technology Association January 2013 - Present
Principal Financial Group May 2012 - July 2013
Crescent State Bank May 2011 - January 2012
Wachovia, A Wells Fargo Company October 2006 - January 2011
Education
Coursera 2012 — 2012
Gamification
Aveta Business Institute 2011 — 2012
Six Sigma Black Belt
Cary Leadership 2011 2011 — 2011
Old Dominion University 1981 — 1985
B.S, Business Management, Computer Engineering
Old Dominion University 1981 — 1984
BS, Business Administration, Economics
DNB First November 2011 - Present
Wachovia, A Wells Fargo Company March 2008 - July 2011
Wachovia Bank November 2006 - March 2008
GlaxoSmithKline February 2000 - May 2001
CCH January 1995 - February 2000
Skills
Clinical Trials, Banking, Credit, Wealth Management, Management, Finance, Sales, Microsoft Excel, Loans, Risk Management, Investments, Commercial Lending, Consumer Lending, Relationship Management, Mortgage Lending, Portfolio Management, Customer Service
Education
West Chester University of Pennsylvania 1990 — 1994
Bachelor of Science, Exercise Physiology
Penn State University 1989 — 1990
Bishop Shanahan High School
U.S. Bank April 2015 - Present
U.S. Bank September 2013 - Present
US Bank July 2010 - September 2013
Wachovia, A Wells Fargo Company 2006 - 2010
Skills
Banking, Loans, Sales, Customer Service, Credit, Leadership, Team Leadership, Coaching, Staff Training, Quality Assurance, Management, Staff Supervision, Call Centers, Cross Selling, Sales Management, Retail Banking, Customer Satisfaction, Team Building, Microsoft Office, Training, Process Improvement, Customer Experience, Consumer Lending, Credit Cards, Standards Compliance
Education
Portland State University 2014 — 2015
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Portland Community College 2012 — 2014
ASOT, Oregon Transfer Degree
McLagan April 2015 - Present
McLagan March 2014 - April 2015
GE Asset Management September 2013 - March 2014
GE Asset Management August 2012 - September 2013
GE Asset Management July 2011 - March 2013
K2 Advisors April 2011 - June 2011
Legg Mason February 2011 - April 2011
Wachovia, A Wells Fargo Company August 2010 - December 2010
Wells Fargo Financial March 2010 - July 2010
Pace University Student Athlete Advisory Committee May 2008 - May 2009
Skills
Analytical, Bloomberg Terminal, Microsoft Office, Leadership, Public Speaking, Highly Adaptable, Quick Learner, Analytical Skills, Analysis, Management, Finance, Strategy, Banking, Process Improvement, Accounting, Training, Microsoft Excel, Financial Analysis
Education
Sacred Heart University 2010 — 2011
MBA, Finance
Pace University - Lubin School of Business 2005 — 2009
BA, Finance
Trumbull High School 2001 — 2005
KPMG US October 2014 - Present
KPMG US October 2009 - October 2014
KPMG US June 2008 - August 2008
Wachovia, A Wells Fargo Company June 2007 - August 2007
Skills
College Recruiting, Student Recruiting, Technical Recruiting, US GAAP, IFRS, Accounting, Financial Statements, Analysis, Consolidation, Financial Services
Education
Penn State University 2005 — 2009
Bachelor, Accounting
Bechtel Oil, Gas, & Chemicals May 2012 - March 2015
Bechtel Power Corporation July 2010 - April 2012
Sherwin Williams January 2010 - July 2010
Adhezion Biomedical, LLC August 2009 - December 2009
Penn State University January 2003 - December 2009
Wachovia, A Wells Fargo Company June 2005 - 2009
Skills
Analysis, Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Project Planning, Access, Public Speaking, Process Scheduler, Project Management, Engineering, Construction Management, Contract Management, Project Control, EPC, Primavera P6, Procurement, Construction, MS Project, Microsoft Project
Education
Penn State University 2003 — 2009
B.S. Business Administration, Business
TD February 2013 - Present
Wachovia, A Wells Fargo Company June 2011 - Present
Wells Fargo June 2011 - February 2013
TD 2013 - 2013
TD 2013 - 2013
Wachovia, A Wells Fargo Company November 2009 - June 2011
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Credit Risk, Risk Management, Mortgage Lending, Credit, Banking, Loans, Financial Analysis, Investments, Portfolio Management, Finance, Underwriting, Financial Risk
Education
Conwell-Egan Catholic
Penn State University
St. Ephrem School
The Haverford Trust Company February 2005 - Present
Wachovia, A Wells Fargo Company February 2002 - February 2004
Skills
Series 7, Uniform Combined State..., Investments, Equities, Series 63, Wealth Management, Series 65, Portfolio Management, Asset Allocation, Fixed Income
Education
Penn State University 2003 — 2007
MBA, Business
Presbyterian College 1994 — 1998
Bachelor of Science, Psychology and Business Administration
Wachovia, A Wells Fargo Company January 2008 - September 2010
sunny oaks inc February 1997 - November 2008
Skills
Writing, Art, Blogging, Social Media, Editing, Microsoft Office, Public Speaking, Social Networking, Nonprofits, Advertising
Education
Oregon State University 1984 — 1987
bachelor of science, geology
Willamette University 1982 — 1984
art/math
CarMarie Consulting January 2011 - Present
Morgan Stanley Smith Barney October 2010 - January 2011
Bank of America October 2006 - October 2010
Merrill Lynch October 2006 - September 2010
Mainline January 2002 - October 2006
Wachovia, A Wells Fargo Company January 2002 - October 2006
GLOBIX CORPORATION February 2001 - September 2001
TSI BROADBAND, INC November 1996 - January 2001
Education
Penn State University 1994 — 1996
Speech Comm
AmerisourceBergen September 2011 - Present
Wells Fargo October 2009 - August 2011
Wachovia, A Wells Fargo Company 1995 - 2011
Wachovia November 1995 - October 2009
First Union 1995 - 2001
PNC Bank 1987 - 1994
Education
Pennsylvania State University-Great Valley Graduate Center 1996 — 2000
Education, Training Management, Design and Development
Penn State University 1983 — 1987
Business, Finance and Economics
Willis April 2013 - Present
Allstate Financial October 2007 - April 2013
New York Life Insurance Company October 2004 - October 2007
Wachovia, A Wells Fargo Company May 2003 - October 2004
Skills
Fixed Annuities, Insurance, Underwriting, Retirement Planning, Teamwork, Commercial Insurance, Management, Life Insurance, Health Insurance, Long-term Care, Disability Insurance, Property & Casualty..., Investments, 401k, Sales
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelors, Finance
Terra Tech Corp (TRTC) February 2012 - Present
GrowOp Technology Ltd. January 2010 - Present
Morgan Stanley Smith Barney December 2008 - December 2010
Wachovia, A Wells Fargo Company July 2006 - December 2008
Crowell, Weedon & Co. October 2000 - July 2006
Skills
Insurance, Private Equity, Series 7, Series 3, Series 65, Certified Financial..., Public Companies, Strategic Financial..., Financial Modeling, Reverse Mergers, Mergers, Mergers & Acquisitions, Financial Planning, Business Development, Business Strategy, Risk Management, Investments, Alternative Investments, Management, Venture Capital, Entrepreneurship, Start-ups, Finance, Marketing Strategy, FINRA, Marketing, Sales, New Business Development, Strategic Planning, Leveraging Strategic..., Cultivation, Blogging, Life Insurance, Joint Ventures, Real Estate
Education
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business/ Management
D.A. Davidson & Co. July 2011 - Present
D.A. Davidson & Co. December 2009 - July 2011
Wachovia, A Wells Fargo Company 2007 - 2009
A.G. Edwards & Sons, Inc. 2006 - 2007
Skills
Series 7
Education
Oregon State University 2000 — 2005
B.S. Business Administration (Accounting & International Business), B.S. Speech Communication
Glide High School
Verizon Enterprise Solutions March 2015 - Present
Verizon Enterprise Solutions April 2014 - Present
Verizon Enterprise Solutions January 2013 - April 2014
Verizon Business April 2012 - January 2013
Verizon Business August 2010 - April 2012
Wachovia, A Wells Fargo Company August 2009 - August 2010
General Electric August 2008 - August 2009
Time Warner Cable June 2006 - August 2008
Skills
IT Governance, Security, Business Analysis, Process Improvement, Program Management, Professional Services, Professional Services..., Information Security..., Information Security..., Consultancy, Information Security, Governance, Management, Enterprise Software, Information Technology, Cloud Computing, Information Assurance, Risk Management, Integration, Enterprise Architecture, Vendor Management, Data Center, CISSP, Data Security, Consulting
Education
University of Maryland University College 2013 — 2015
Masters of Science
Pfeiffer University 2006 — 2008
Masters Degree
University of North Carolina at Charlotte 1994 — 1998
BA
M&T Bank September 2015 - Present
UBS Wealth Management February 2013 - June 2015
Penn State University August 2011 - May 2014
KOSC January 2008 - May 2010
Wachovia, A Wells Fargo Company March 1999 - December 2007
Wells Fargo Financial August 1997 - November 1998
Education
Penn State University 2011 — 2014
Master's Degree
University of Southern California
BA
Wells Fargo January 2015 - Present
Wells Fargo Merchant Services January 2014 - Present
Wells Fargo October 2010 - January 2014
Wachovia, A Wells Fargo Company February 2008 - October 2010
Skills
Series 6, Series 63, Licensed Life Insurance..., Notary Public, Banking, Commercial Lending, Consumer Lending, Insurance, Loans, Mortgage Lending, Small Business Lending, Wealth Management, Credit Analysis, Retail Banking
Education
Pontificia Universidad Católica Madre y Maestra
Ferguson Counseling & Forensic Services, P.A. March 2008 - Present
Mayo Clinic May 2012 - August 2014
Wachovia, A Wells Fargo Company 2007 - 2008
Skills
Clinical Research, Public Speaking, Customer Service, Community Outreach, Strategic Planning, Analysis, Research, Training, Program Management, Team Building, Nonprofits, Mental Health, Psychology, Psychotherapy, Behavioral Health, Family Therapy, Treatment, Adolescents, Supervisory Skills, Social Services, Motivational..., Conflict Resolution, Healthcare, Fundraising, Program Development, Coaching, CBT, Leadership, Teaching, Clinical Supervision, Leadership Development, Crisis Intervention, Psychological Assessment, Therapists, Mental Health Counseling, Group Therapy, Counseling Psychology, Grant Writing
Education
University of Florida 2014 — 2015
Master's degree, Medicine
University of Florida 2012 — 2013
Master of Science (MS) Pharmacy, Medicinal & Pharmaceutical Chemistry
Southwestern Baptist Theological Seminary 1992 — 1996
Master of Arts (MA) Dual degrees, Marriage and Family Counseling & Education
Old Dominion University 1988 — 1991
Bachelor of Science (BS), Counseling-Psychology
Regions Bank June 2015 - Present
American Mortgage Servicing Co. September 2014 - June 2015
Crosscountry Mortgage June 2013 - August 2014
BB&T March 2010 - May 2013
Wachovia, A Wells Fargo Company July 2008 - March 2010
Wachovia, A Wells Fargo Company 2005 - 2008
Skills
Loans, Mortgage Lending, Banking, Customer Service, Leadership, Consumer Lending, Finance, Refinance, Loan Origination, Mortgage Banking, Small Business Lending, FHA, New Business Development, Credit, Management, Real Estate, Business Development, Customer Retention, Leadership Development, Team Leadership, Financial Analysis, Commercial Lending, Residential Mortgages, Critical Thinking, Data Collection, USDA, Home Equity Loans, Cost Benefit, VA loans, Business Management, Problem Solving, Cost Analysis, Evaluating, Decision Making, Diagnosis, Concision, Confidence, Small Business, Analysis
Education
Pensacola Junior College 1995 — 1997
Allscripts March 2014 - Present
Allscripts April 2013 - Present
Allscripts April 2011 - Present
Allscripts January 2008 - April 2011
AICPA April 2007 - December 2007
Quintiles January 2007 - April 2007
Misys Healthcare Systems (Now Allscripts) July 2006 - December 2006
Clinical Data Inc. March 2006 - July 2006
PSS World Medical August 2004 - December 2005
Wachovia, A Wells Fargo Company September 2000 - July 2004
Skills
Salesforce.com, Account Management, Healthcare, Customer Service, Process Improvement, Microsoft Excel, Microsoft Word, Microsoft Office, Quote Preparation, RFP Generation, Trade Show Exhibitor, Meeting Planning, Sales Operations, Analysis, Complaint Investigations, Complaint Management, Contract Negotiation, Contractual Agreements, Pricing Strategy, Marketing Strategy, EHR, Project Management
Education
Peace College
Bachelor of Science (BS), Business Administration
Seterus, Inc December 2013 - Present
Wachovia, A Wells Fargo Company November 2006 - November 2010
Wachovia, A Wells Fargo Company April 2001 - November 2006
Skills
Small Business Lending, Mortgage Lending, Mortgage Banking, Deposits, Branch Management, Relationship Management, Loan Servicing, Credit Cards, Refinance, Risk Management, Bank Secrecy Act, Consumer Lending, Credit, Private Banking, AML, Payments, Home Equity Loans, Loans, Operational Risk, Banking
Education
Penn State University
n/a, Business
SunTrust Investment Services, Inc. August 2015 - Present
Wachovia, A Wells Fargo Company February 2011 - Present
Skills
Loans, Credit, Banking, Mortgage Lending, Loan Origination, Consumer Lending, Lines Of Credit, Refinance, Commercial Lending, Commercial Banking, Credit Analysis, Investments, Mortgage Banking, Retail Banking, Small Business Lending, USDA
Education
Old Dominion University
Thomas Nelson Community College
Registered Nursing/Registered Nurse
PBS Engineering and Environmental Inc. March 2008 - Present
Wachovia, A Wells Fargo Company November 2006 - October 2007
Premier Event Management November 2005 - November 2006
Fidelity Information Services April 2001 - November 2005
Mt. Hood Meadows Ski Resort August 2000 - April 2001
Portland State University January 1996 - August 2000
Skills
Marketing Strategy, Marketing Communications, Business Development, Proposal Writing, Social Media Marketing, Graphic Design, New Business Development, Newsletters, Strategic Planning, Networking, Adobe Creative Suite, Client Development, Public Relations, Event Management, Event Planning, Wordpress, HTML, SharePoint, Advertising Management, Interview Preparation, Conference Coordination, Advertising, Marketing, Press Releases, Trade Shows, InDesign, Social Media, WordPress, Management, Project Management, Budgets, Microsoft Office, Market Research
Education
Portland State University
B.S., Business Administration; Marketing and Advertising Management
Oregon State University
Chemical Engineering
TIAA-CREF September 2014 - Present
Perficient June 2012 - September 2014
Wells Fargo 2009 - 2011
Wachovia, a Wells Fargo Company 2006 - 2009
Wachovia Bank 1997 - 2006
First Union 1994 - 1997
Skills
Banking, Relationship Management, Financial Services, Product Management, Portfolio Management, Retail Banking, Cross-functional Team..., Leadership, Segmentation, Customer Experience, Strategy, Wealth Management, Vendor Management, Management, Analytics, Competitive Analysis, Process Improvement, Training, Team Building, Program Management
Education
Pfeiffer University 2006 — 2009
MS, Organizational Leadership & Change Management
Virginia Commonwealth University 1984 — 1986
B.S., Business Administration & Management
Helixplan
Telvista Inc. March 2013 - Present
Real Page Inc. June 2012 - March 2013
Generation Work January 2010 - May 2011
InStar Services Group June 2009 - August 2009
Wachovia, A Wells Fargo Company June 2008 - August 2008
NATIONAL SEMICONDUCTOR CAFETERIA June 2006 - August 2007
One Stop Learning Shop February 2002 - June 2003
Skills
Data Entry, Time Management, Access, Payroll, Human Resources, Management, Invoicing, Customer Service, Customer Satisfaction, Employee Training, Sales, Marketing, Accounting, Filing, Personnel Management
Education
Prairie View A&M University 2005 — 2011
B.B.A., Business Management
Prairie View A&M University 2005 — 2011
B.B.A, Business Management
We Put Your Name on Stuff July 2009 - February 2015
Fulton Financial Advisorss/Clermont Wealth Strategies January 2005 - May 2009
Wachovia, A Wells Fargo Company March 2000 - December 2004
Skills
Advertising, Marketing Strategy, President of Dillsburg..., Membership Committee..., Customer Relations, Customer Service, Public Relations, Negotiation, Past Chair of..., Marketing, Time Management, Budgets, Social Media Marketing, Account Management, Small Business, Sales, Email Marketing, Sales Management, Marketing Communications
Education
Penn State University 1980 — 1981
Business Administration
Northern York County High School 1976 — 1979
Anixter February 2013 - Present
Wachovia, A Wells Fargo Company April 2011 - January 2013
Farmers Insurance March 2009 - April 2011
Pfizer May 2007 - February 2009
Panasonic September 2005 - April 2007
Oracle October 2003 - September 2005
Skills
LoadRunner, Test Planning, SDLC, SOA, Requirements Analysis, Oracle, Software Project..., XML, Web Services, Quality Assurance, JMeter, SQL, JavaScript, Business Analysis, Agile Methodologies, Unix, Linux, Java, Quality Center, PMP, SiteScope, Performance Tuning, Data Warehousing, Wily Introscope, HP..., HP Performance Center, JIRA, TFS
Education
Osmania University 2000 — 2002
MBA, Information Systems
MSD Capital, L.P. March 2015 - Present
GlobeOp Financial Services December 2011 - March 2015
Empire Entertainment 2007 - 2012
Gen II November 2010 - December 2011
USA Hockey 2007 - November 2011
Wachovia, A Wells Fargo Company 2008 - 2009
ACC Capital Holdings - North Fork Bank 2003 - 2008
Skills
Investments, Accounting, Equities, Bloomberg, Hedge Funds, Financial Analysis, Loans, Banking, Capital Markets, Trading, Fixed Income, Alternative Investments, Equity Trading, Series 7, Due Diligence, Credit, Finance, Financial Reporting, Management, Valuation, Private Equity
Education
Pace University - Lubin School of Business 2008 — 2011
MBA, Accounting and Finance
State University of New York at Stony Brook 1998 — 2003
BA, Economics
AIG November 2014 - Present
Crown World Mobility February 2014 - October 2014
Cartus July 2007 - February 2014
Wachovia, A Wells Fargo Company June 2005 - July 2007
ABN Group November 2003 - May 2005
Catholic Relief Services May 1999 - June 2002
Skills
Italian, Albanian, Microsoft Office, Budgeting, Operations Management, Real Estate, Customer Relations, Customer Service, Negotiation, Administration, Research, Policy, Sales
Education
Post University 2012 — 2014
Bachelor of Business Administration (B.B.A.), International Business
Naugatuck community college 2006 — 2010
Associate Degree, Business Finance
Union Bank July 2013 - Present
Northwestern Mutual 2012 - July 2013
J P Morgan CHASE June 2010 - June 2012
Wachovia, A Wells Fargo Company March 2008 - June 2010
Boys & Girls Club 2007 - 2009
California Bank & Trust November 2001 - January 2008
Bank of America March 1998 - April 2001
KFMB 1993 - 1994
Education
Pepperdine University 1980 — 1984
B A
Point Loma High School
Tory Burch August 2011 - Present
Goldman Sachs October 2009 - August 2011
Wachovia, A Wells Fargo Company August 2006 - October 2009
Skills
Social Media, Event Planning, Marketing, Social Media Marketing, Microsoft Excel, Event Management, Microsoft Office, PowerPoint, Sales, Marketing Communications, Outlook, Project Management, CRM, Social Networking, Fashion
Education
Palm Beach Atlantic University 2002 — 2006
Bachelor of Science (B.S.), Business Marketing
Credit Suisse 2011 - Present
HCL Technologies 2010 - 2011
Wachovia, A Wells Fargo Company 2010 - 2010
Lenovo January 2009 - December 2009
Lenovo April 2007 - January 2009
IBM April 2004 - March 2007
Balaji Industries and Engineering Corporation October 2001 - November 2003
DRDL March 2001 - September 2001
Skills
SQL, Oracle, Data Warehousing, Business Intelligence, Microsoft SQL Server, ETL, SDLC, DB2, Integration, PL/SQL
Education
Osmania University 1998 — 2001
Masters, Masters in Computer Applications
Osmania University 1994 — 1997
Bachelor of Science, Bachelors in Computer Science
Key Bank July 1999 - Present
Dutchess County Economic Development, Corp. January 2000 - December 2011
Wachovia, A Wells Fargo Company 2005 - 2006
Fleet Bank March 1993 - July 1999
Poughkeepsie Savings Bank March 1992 - March 1993
Riverside Bank January 1990 - March 1992
Poughkeespie Savings Bank October 1984 - January 1990
Skills
Commercial Lending
Education
Pace University - Lubin School of Business 1980 — 1984
MBA, Finance
Vassar College 1976 — 1980
BA, Political Science
Bank of America April 2011 - Present
Bank of America December 2010 - April 2011
Wachovia, A Wells Fargo Company August 2009 - April 2010
Time Warner Cable June 2008 - March 2009
Bank of America June 2006 - April 2007
Wells Fargo February 2006 - June 2006
Wells Fargo February 2005 - July 2005
Wells Fargo 2004 - 2005
D1 Mortgage 2003 - 2004
Bank of America March 1997 - November 2003
Skills
SharePoint, Business Requirements, Test Planning, Testing, Test Cases, Functional Requirements, User Acceptance Testing, Quality Center, SDLC, Waterfall, Metrics, Software Quality..., Software Documentation, Visio, Change Management, Requirements Analysis, Integration, Business Analysis, Quality Assurance, Software Project..., Test Automation, Vendor Management, Process Improvement, Business Process..., Management, Banking, MS Project, Leadership, Test Management, Requirements Gathering, Project Portfolio..., PMP, Business Process, Resource Management, IT Strategy, Project Delivery, Release Management, Financial Services, Systems Analysis, Data Warehousing, Risk Management, Agile Project Management, PMO, Business Intelligence, Agile Methodologies, Project Management, Enterprise Software, HP Quality Center
Education
Pfeiffer University 1995 — 1999
Bachelor, Management Information Systems
Rowan Cabarrus Community College 1979 — 1981
Associates, Data Processing
Hardball Cellars August 2012 - Present
Westerberg Appraisals Services Inc February 2010 - Present
Cellars of Sonoma March 2009 - March 2011
Wachovia, A Wells Fargo Company April 2008 - September 2009
Wachovia April 2008 - September 2009
Wachovia, previously World Savings 1989 - 2009
World Savings September 2004 - April 2008
World Savings January 2001 - January 2002
World Savings January 2000 - January 2001
Westerberg Appraisal Services January 1995 - January 2000
Skills
Mortgage Lending, Loss Mitigation, Appraisals, Real Estate, Customer Service, Leadership, Foreclosures, Investors, Management, Single Family Homes, REO, Sellers, Loans, FHA, Property, Contract Negotiation, Mortgage Banking, Refinance, Winemaking, Wine Tasting, Mergers & Acquisitions, Wine, Residential Homes, Investment Properties, Residential Mortgages, Loan Origination, Social Media Marketing, FHA financing, Real Estate Financing, Real Estate Transactions, Condos, Selling, Sales, Marketing Strategy
Education
Napa Valley College 1990 — 2006
AA, Social and Behavioral Sciences
Oregon State University 1984 — 1986
Business Administration
California Office of Real Estate Appraisers
Infocrossing February 2015 - Present
Bank of America December 2013 - February 2015
Boeing August 2011 - June 2014
Life Technologies April 2011 - June 2011
Bank of America October 2010 - February 2011
Express Scripts May 2010 - September 2010
Wachovia, A Wells Fargo Company August 2008 - March 2009
The Walt Disney Company September 2007 - March 2008
Charlotte Bobcats September 2003 - May 2004
Skills
Corporate Governance, Business Development, Program Management, PMO, Project Management, Human Resources, Information Technology, Vendor Management, Resource Management, Training, Management, Agile Methodologies, Infrastructure, Data Center, HRIS, ITIL, Corporate Finance, SharePoint, Leadership, HR Consulting, Business Continuity, Banking, Financial Analysis, SDLC, Web Design, Software Documentation, Integration, Security, Talent Acquisition, Interviews, PMBOK, National Basketball..., PII, PCI Standards, NFL, Real Estate Transactions, Process Management, Executive Management, Executive Office..., Hospitality Management, Healthcare Information..., Biotechnology, Retail Sales, Interior Design, Event Management, Six Sigma, JAD, Account Management, Migration Projects
Education
Pfeiffer University
Bachelor of Science (BS), Information Technology
Pfeiffer University
HSBC Commercial Banking September 2014 - Present
Bank of America Merrill Lynch July 2012 - August 2014
Wells Fargo February 2011 - July 2012
Wachovia, A Wells Fargo Company July 2010 - February 2011
Wachovia, A Wells Fargo Company January 2009 - November 2009
Wachovia May 2008 - January 2009
Wachovia July 2007 - May 2008
BB&T December 2005 - July 2007
Bank of America January 2004 - December 2005
Bank of America September 2002 - January 2004
Education
Pfeiffer University 2001 — 2004
B.S. Business Administration & MIS
Penn State University 1987 — 1990
Administration of Justice
Marlborough High School 1982 — 1986
Sandy Spring Bank May 2014 - Present
PNC Financial Services Group October 2008 - May 2014
Wachovia, A Wells Fargo Company September 2006 - October 2008
Enterprise Rent-A-Car February 2003 - September 2006
Sesame Place 1994 - 2000
Skills
Small Business Lending, Credit, Loans, Banking, Lines Of Credit, Consumer Lending, Customer Service, Team Building, Management, Customer Satisfaction, Credit Analysis, Retail Banking, Sales Management, Refinance, Deposits, Branch Management, Commercial Lending
Education
Penn State University 1997 — 2006
BA, Marketing
Maui Jim February 2014 - Present
Sunglass Hut February 2010 - March 2014
Wachovia, A Wells Fargo Company December 2009 - February 2011
Wells Fargo, Bank December 2009 - February 2011
Best Buy August 2009 - April 2010
Verizon December 2008 - August 2009
East Coast Karate Academy May 2001 - August 2009
Circuit City July 2003 - October 2008
Quantum Scientific Publishing May 2008 - September 2008
Skills
Customer Service, Sales, Sales Process, Team Leadership, Training, Management
Education
Point Park University 2003 — 2007
BA, photojournalism
Moon Area High School 1999 — 2003
Diploma
Sunbelt Rentals, Inc. August 2015 - Present
Chiquita March 2014 - Present
Higher One May 2011 - September 2013
Limpiex Cleaning Services May 2010 - April 2011
Bank of America-Home Loans May 2009 - July 2009
Bank of America-US Trust March 2008 - March 2009
Webster Bank October 2008 - February 2009
Wells Fargo-Mortgages October 2005 - July 2007
Wachovia, A Wells Fargo Company October 2002 - October 2005
Citigroup April 1989 - June 2002
Skills
Call Center, Customer Service, Access, Word, Team Building, Outlook, Financial Analysis, Supervisory Skills, Operations Management, Retail Banking, Call Centers, Financial Risk, Time Management, Software Documentation, Payroll, Teamwork, Financial Services, Credit, Credit Cards, Employee Training, Relationship Management, Loan Servicing, Microsoft Word, Banking, Mortgage Lending
Education
Gateway Community College 2011 — 2012
Certificate, Bookkeeping
Pace University
Took Accounting Courses, Accounting
Hiking for Multiple Sclerosis January 2012 - Present
Self January 2012 - Present
Equity Trust Company January 2015 - Present
Bank March 2013 - June 2014
Wachovia, A Wells Fargo Company 2008 - 2011
Silver King Lodge June 1988 - June 2002
Skills
Series 6, Series 63, Public Speaking
Education
Park University 2014 — 2016
Masters in Communication and Leadership
Suny Cortland
Bachelor's degree, Romance Languages, Literatures, and Linguistics
University of Neuchatel
Le Certificat, French Language and Literature
Wachovia, A Wells Fargo Company September 2011 - Present
Wells Fargo October 2010 - August 2011
Wells Fargo December 2009 - August 2010
Skills
Customer Service, Financial Analysis, Sales, Microsoft Excel, Relationship Management, Microsoft Office, Portfolio Management, Management, Underwriting, Consumer Lending, Strategic Planning, PowerPoint, Sales Management, Microsoft Word, New Business Development, Marketing, Wealth Management, Coaching, Account Management, Budgets
Education
Penn State University 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Wells Fargo August 2009 - Present
Wachovia Bank July 2006 - August 2009
Wachovia, A Wells Fargo Company February 2002 - June 2006
First Union/Wachovia April 2001 - February 2002
First Union/Wachovia January 2001 - April 2001
First Union/Wachovia August 2000 - January 2001
Target August 1999 - July 2000
Leggett Stores a division of Belk September 1997 - August 1999
Leggett Stores October 1988 - September 1997
Leggett Stores August 1981 - September 1988
Skills
Retail, Retail Management, Retail Buying, Merchandising, Retail Banking, Training &..., Training Delivery, Teaching, Learning Management, Curriculum Management, Project Planning, Project Implementation, Project Coordination, Project Execution, Performance Improvement, Performance Measurement, Consultancy, Highly Adaptable, Customer Relations, Employee Relations, Employment Law, Sales Management, Sales Support, Mentoring, Banking, Mergers, Executive Management, Customer Experience, Performance Consulting, Leadership Development, Project Management, Mergers & Acquisitions, Process Improvement, Team Leadership, Onboarding, Customer Service, Human Resources, Training, Sales Operations, Curriculum Design, Loans, Leadership, Performance Management, Credit, Staff Development, Coaching, Personnel Management, Succession Planning, Finance, Employee Training
Education
Old Dominion University 1975 — 1979
Bachelor of Science, Education, Marketing
Old Dominion University 1975 — 1979
Bachelor's degree, Education
Wells Fargo December 2011 - Present
Bank of America via DISYS October 2010 - November 2011
Bank of America October 2010 - November 2011
DISYS 2010 - November 2011
Wachovia, A Wells Fargo Company 2008 - October 2010
Wells Fargo 2008 - October 2010
Wachovia September 2007 - October 2010
Wachovia Bank 2002 - October 2010
Wachovia Securities 2002 - October 2010
Koch Industries 1998 - 2002
Skills
Trading Systems, Commodity, Trading, Market Risk, Commodity Markets, Interest Rate..., Derivatives, SDLC, Options, Fixed Income, Business Analysis, Quantitative Finance, Credit Derivatives, SQL, Unix, Market Data
Education
Penn State University 1984 — 1985
Graduate Work, Computational Fluid Dynamics
Texas A&M University 1980 — 1984
B. S., Aerospace Engineering
The Vanguard Group February 2008 - Present
Vanguard February 2008 - Present
Wachovia, A Wells Fargo Company February 2006 - February 2008
UNC Charlotte February 2002 - May 2003
Education
Pfeiffer University 2004 — 2004
Master of Business Administration
University of North Carolina at Charlotte 2000 — 2003
BSBA, Management Info. Systems
Central Parking Corporation March 2012 - Present
E Content Managers June 2008 - Present
Financial Software Solutions LLC May 2007 - Present
Material Software Systems Inc May 1998 - Present
KPMG LLP, GSC February 2012 - March 2012
Comdata August 2011 - January 2012
Panzer Solutions August 2011 - January 2012
Wachovia, A Wells Fargo Company January 2010 - December 2010
Strategic Staffing Solutions January 2010 - August 2010
Material Software Systems Inc 2004 - 2006
Skills
Test Planning, Quality Center, Testing, User Acceptance Testing, SDLC, Regression Testing, Manual Testing
Education
Osmania University 1988 — 1994
M&T Bank April 2015 - Present
Santander Bank, N.A. January 2011 - April 2015
Santander UK Corporate & Commercial September 2013 - December 2013
Sovereign Bank September 2008 - December 2010
Wachovia, A Wells Fargo Company 2007 - 2008
CitiFinancial 1996 - 2008
Skills
Commercial Banking, Small Business Lending, Middle Market, Consumer Lending, Relationship Management, Credit, Treasury Management, Sales Management, Sales, Financial Services, Commercial Lending, Cross Selling, Investments, Banking, Management, Credit Analysis, Lines Of Credit, Retail Banking, Finance
Education
Penn State University 1992 — 1996
B.S., Marketing and International Business
University of Limburg, Maastricht, The Netherlands 1995 — 1995
Education Abroad
Thirty-One Gifts January 2012 - Present
FFARMS - The Foundation for Food Allergy Research for MS October 2010 - December 2012
University City United Methodist Church 2009 - 2011
Wachovia, A Wells Fargo Company June 2004 - September 2006
Skills
Event Planning, Fundraising, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Team Building, Customer Service, Teaching, Food, Leadership, Staff Development, Social Media, Budgets, Sales, Event Management, Strategic Planning, Analysis, PowerPoint, Process Improvement
Education
Conestoga Senior High School 1993 — 1997
Berwyn, PA, Honors
Penn State University 1993 — 1997
BS, Human Development
TMS Group, Inc. February 2009 - Present
Administar Services Group LLC July 2002 - January 2009
Computershare 2007 - 2009
Wachovia, A Wells Fargo Company October 1998 - June 2002
TMS Group, Inc. January 1991 - October 1998
Various Clients January 1989 - December 1990
The Charter Company 1981 - 1989
Coopers & Lybrand 1979 - 1981
Skills
Financial Modeling
Education
Penn State University 1975 — 1979
Toyota Financial Services 2011 - Present
Westlake Financial Services 2010 - 2011
Wachovia, A Wells Fargo Company 2006 - 2010
LECG 2004 - 2006
Skills
Financial Modeling, Risk Management, Cross-functional Team..., Forecasting, Finance, Credit, Portfolio Management, Management, Valuation, Investments, Banking, Equities, Strategic Planning, Financial Risk, Financial Analysis, Economics, Analysis, Corporate Finance, Credit Analysis, Bloomberg, Asset Management, Due Diligence, Strategic Financial..., Credit Risk, Financial Services
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance
University of California, Los Angeles
BA, Business Economics
University of California, Santa Barbara
MA, Economics
Ansonia High School, Ansonia CT August 2012 - Present
Naugatuck Valley Savings and Loan December 2010 - August 2012
Wachovia Mortgage Corporation May 2007 - April 2009
Wachovia, A Wells Fargo Company 2004 - 2006
Skills
Change Management, Strategic Planning, Excel, Word, Performance Consulting, Microsoft Excel
Education
University of Bridgeport 2010 — 2011
MS, Secondary Business Education
Post University 1988 — 1992
BS, Merchandising
Wells Fargo February 2008 - Present
Wachovia, A Wells Fargo Company February 2008 - Present
Skills
Banking, Relationship Management
Education
Pfeiffer University 2007 — 2011
MBA/MSL
University of North Carolina at Charlotte
TIAA Direct a division of TIAA-CREF Trust Company, FSB March 2013 - Present
TIAA Direct is a division of TIAA-CREF Trust Company, FSB January 2012 - March 2013
TIAA-CREF Trust Company, FSB November 2010 - December 2011
Wachovia, A Wells Fargo Company July 2009 - June 2010
Wachoiva / Marketing / eCommerce February 2008 - June 2009
Wachovia (First Union) May 2000 - January 2008
Credit Systems 1993 - 2000
Maximum Potential 1990 - 1993
Skills
Passionate about..., Integrity in..., Knowledge Management, Retail, Mobile Devices, Vendor Relationships, Operational Efficiency, ATM networks, Financial Services, Vendor Management, Mergers, Relationship Management, Banking, Credit, Risk Management, Integrity, Customer Experience, Internet Banking, SDLC, Mergers & Acquisitions, Analytics, Business Requirements, PMO, Business Analysis, Strategy, CRM, Integration, Process Improvement, Management
Education
Ken Zahn - CFP Broad Exam Review Course 2014 — 2014
Prepare for CFP Broad Exam, Passed the CFP Board Exam on 11/22/14
The American College 2014 — 2014
Certified Financial Planning, Pass
CCPC 2013 — 2014
Certified Financial Planner Program Certificate, Certified Financial Planner (CFP) Candidate
Oral Roberts University 1983 — 1987
Bachelor of Arts, English Philosophy
Capital One Multifamily Finance July 2010 - Present
Wachovia, A Wells Fargo Company November 2003 - June 2010
AMI Capital, Inc. 1990 - 2003
Skills
Real Estate Economics, Loans, Commercial Mortgages, Valuation, Mortgage Lending, Financial Analysis, Financial Modeling, CMBS, Real Estate, Asset Management, Real Estate Financing, Portfolio Management
Education
Penn State University 1986 — 1990
BS, Finance
Bank of America November 2010 - Present
Signature Consultants April 2009 - October 2010
Wachovia, A Wells Fargo Company July 2002 - March 2009
Wachovia Securities (formerly First Union, formerly Everen Securities) March 1999 - June 2002
Northwestern Memorial Hospital January 1992 - February 1999
CodeMaster-Cascade September 1997 - June 1998
Education
DeVry Institute of Technology 1996 — 1999
BS, Computer Information Systems
Parkland College 1985 — 1987
AAS, Respiratory Care
Bank of America Home Loans October 2002 - Present
Wachovia, A Wells Fargo Company July 1994 - October 2002
Blazer Financial Services June 1992 - July 1994
Skills
Credit Risk, Risk Management, Financial Analysis, Loans, Credit, Banking, Loan Origination, Mortgage Banking, Underwriting, Mortgage Underwriting, Credit Analysis, Loss Mitigation, Mortgage Servicing, Consumer Lending, Commercial Lending, Mortgage Lending, Commercial Banking, Management, Financial Services
Education
Old Dominion University 1982 — 1986
BSBA, Marketing/Management
Old Dominion University 1982 — 1986
BSBA, Marketing Management
Wells Fargo November 1993 - Present
Wachovia, A Wells Fargo Company November 1993 - May 2009
Skills
Loans, Credit, Mortgage Lending, Training, Financial Services, Leadership, Management, Project Management, Underwriting, Internal Audit, FHA, Sales, Marketing, Real Estate, Policy, Executive Management, Banking, Risk Management, Mortgage Banking, Loan Origination, Credit Risk
Education
Pfeiffer University 2002 — 2006
BS, Business Administration
Netflix October 2012 - Present
Netflix October 2011 - October 2012
Wachovia, A Wells Fargo Company May 2011 - October 2011
Infosys Technologies Ltd October 2009 - October 2011
Aetna October 2010 - April 2011
Capital One Financials January 2009 - October 2009
Wachovia 2006 - 2007
Hero Honda July 2004 - February 2005
Skills
ETL, Teradata, Data Modeling, Data Warehousing, Business Intelligence, Microstrategy, Splunk, Hadoop, SDLC, Informatica, Ab Initio, Unix Shell Scripting, Data Warehouse..., Data Integration, Master Data Management, Big Data, SQL, Business Objects, Requirements Analysis, Dimensional Modeling, Hive, Apache Pig, Sqoop, Software Project..., Oracle, PL/SQL, Erwin, Datastage, Data Quality, Performance Tuning, Data Architecture, Data Migration, OLAP, Database Design, Unix, Business Analysis, Agile Methodologies, Databases, Software Development, Requirements Gathering, Shell Scripting
Education
Panjab University 2000 — 2004
Bachelor of Engineering, Chemical Engineering
BB&T September 2012 - Present
Wells Fargo August 1994 - August 2012
Wachovia, A Wells Fargo Company 2003 - 2004
IDS Financial Services 1990 - 1993
IDS Financial Services 1990 - 1993
IDS Financial Services 1990 - 1993
IDS Financial Services 1990 - 1993
IDS Financial Services 1990 - 1993
Skills
Wealth Management, Portfolio Management, Management, Loans, Investment Advisory, Banking, CRM, Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Consumer Lending, Credit, Treasury Management, Lines Of Credit, Cross Selling, Retail Banking, Cash Management, Relationship Management, Finance
Education
Old Dominion University 1986 — 1990
Bachelor of Science (BS), Finance, General
Regions Bank October 2011 - Present
Wachovia, A Wells Fargo Company October 2009 - December 2010
BB&T May 2008 - October 2009
Wachovia Bank 1999 - 2008
Skills
Financial Services, Small Business Lending, Residential Mortgages, Retail Banking, Consumer Lending, Leadership, Loan Origination, Refinance, Coaching, Loans, Commercial Banking, Banking, Lines Of Credit, Cross Selling
Education
Penn State University
BS
Bank of America March 2010 - Present
Wachovia, A Wells Fargo Company July 2006 - March 2010
US Army January 2000 - January 2008
Wachovia, A Wells Fargo Company March 2003 - December 2003
Skills
Analysis, Customer Service, Leadership, Logistics, Management, Program Management, SharePoint, Vendor Management, Training
Education
Pfeiffer University 2008 — 2009
MBA
University of North Carolina at Charlotte
Bachelor's degree, Political Science and Government
BNY Mellon 2006 - Present
Wachovia, A Wells Fargo Company 2004 - 2006
Wachovia 2004 - 2006
Wachovia Bank 2004 - 2006
Harris Bank 1980 - 2004
Skills
Valuation, Commercial Lending, Fixed Income, Capital Markets, Cross-functional Team..., FX Options, Corporate Finance, Credit, Banking, Wealth Management, Investment Banking, Finance, Project Finance, Structured Finance, Mergers & Acquisitions, Commercial Banking, Credit Risk, Financial Risk, Loans, Relationship Management, Securities, Credit Analysis, Treasury Management, Financial Institutions, Financial Analysis, Payments, Financial Services, Asset Management, Equities, Derivatives, Financial Reporting, Portfolio Management, Financial Markets, Investments, Trade Finance, Risk Management, Cash Management, Financial Modeling, AML, Trading, Due Diligence
Education
Pace University
BB&T March 2012 - Present
Wachovia, A Wells Fargo Company June 2009 - Present
Piedmont Natural Gas June 2008 - June 2009
Triad Guaranty Insurance Corp January 2005 - May 2008
Skills
VB.NET, Telerik
Education
University of North Carolina at Greensboro 2001 — 2003
Masters, Computer Science
Osmania University 1997 — 2000
Masters, Math and Computer Science
U.S. Department of Education, Federal Student Aid June 2013 - Present
US Department of Education, Federal Student Aid July 2010 - May 2013
U.S. Department of Education October 2009 - June 2010
JHR & Associates LLC 2004 - 2010
Wachovia, A Wells Fargo Company 2001 - 2004
JPMorgan Chase 1988 - 2001
Skills
Vendor Management, Risk Management, Process Improvement, Business Analysis, Program Management, IT Strategy, Disaster Recovery, Portfolio Management, Project Management, Change Management, Information Technology, Information Security, Business Intelligence, Business Process..., Business Continuity, Enterprise Architecture, Financial Services, Leadership, Governance, Management
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Management
Pace University - Lubin School of Business 1977 — 1979
BBA, Accounting/Information Systems
Wells Fargo May 2011 - Present
Wachovia, A Wells Fargo Company 1979 - Present
Wachovia Bank 1979 - June 2011
Skills
Portfolio Management, Financial Risk, Mortgage Banking, Vendor Management, Business Requirements, Requirements Gathering, SDLC, Risk Management, Business Process..., Credit, Mortgage Lending, Cross-functional Team..., Commercial Lending, Credit Risk, Visio, Business Process, Financial Services, Relationship Management
Education
Penn State University 1975 — 1979
bs, finance
PNC Capital Markets July 2007 - Present
Wachovia, A Wells Fargo Company 2003 - 2007
Skills
Loans, Commercial Banking, Credit Analysis, Portfolio Management, Financial Analysis, Banking
Education
The George Washington University - School of Business 2004 — 2007
MBA, Business
Penn State University 1995 — 1999
Bachelor of Science, Marketing
Wachovia, A Wells Fargo Company 2004 - Present
Education
Pfeiffer University 2000 — 2002
MBA, Business
Meridian Technologies/Bank of America October 2011 - Present
Wachovia, A Wells Fargo Company April 1998 - June 2011
Tracor Information Systems February 1986 - April 1998
Skills
SDLC, Unix, Oracle, Databases, Software Development, SQL
Education
Penn State University
B.S., Computer Science
Wells Fargo 2009 - June 2014
Wachovia, A Wells Fargo Company 2007 - 2009
Golden West Financial, Wachovia Bank 1996 - 2007
Skills
Microsoft Word, Vendor Management, Microsoft Office, Business Analysis, Strategic Planning, Process Improvement, Leadership, Financial Services, Project Management, Marketing Communications, Marketing, Banking, Management, Budgets
Education
Park University
Bachelor's Degree, Management
Wells Fargo Bank. April 2015 - Present
Wells Fargo Advisors June 2005 - March 2015
Wachovia, A Wells Fargo Company February 2003 - May 2005
Skills
Credit Risk Analysis, Market Analysis, Data Mining, Data Analytics, Risk Reporting, Database/SQL Programming, Quality Control, Project Management, Financial Analysis, Systems Integration, Data Modeling, Microsoft Suite
Education
Old Dominion University 2000 — 2002
MBA, Finance
System Soft Technologies, LLC March 2011 - Present
Blue Shield March 2010 - March 2011
Wachovia, A Wells Fargo Company October 2008 - February 2010
Skills
SDLC, Agile Methodologies, Requirements Analysis, SOA, Software Project...
Education
Osmania University 1997 — 2000
MCA, Computer Science
Well Fargo 2010 - Present
Wells Fargo 2009 - 2010
Wachovia Bank 2008 - 2010
Wachovia Bank June 2003 - June 2007
Wachovia, A Wells Fargo Company 1996 - 1998
Skills
Banking, Sales Management, Customer Experience, Strategic Communications, Strategic Planning, Small Business, Retail Banking, Relationship Management, Financial Services, Mortgage Lending, Analytics, Leadership, Credit, Vendor Management, Financial Analysis, Risk Management, Mergers & Acquisitions
Education
Penn State University
BS, Quantitative Business Analysis
Price Waterhouse Coopers July 2010 - Present
Frank Hawkins Kenan Institute of Private Enterprise June 2009 - October 2009
Wachovia, A Wells Fargo Company January 2007 - June 2008
Wachovia, A Wells Fargo Company April 2004 - January 2007
Globe Express Services October 2003 - April 2004
Congresswomen Loretta Sanchez 2002 - 2002
Skills
Financial Analysis, Strategic Planning, Data Analysis, Analysis, Corporate Finance, Due Diligence, Business Strategy, Process Improvement, Project Management, Management Consulting, Forecasting, Mergers, Business Analysis, Microsoft Excel, Portfolio Management, Commercial Real Estate, Affordable Housing, Sustainability..., Business Transformation, Real Estate, Strategy, Banking, Financial Services, Consulting, Acquisition Integration, Mergers & Acquisitions, Finance, Economics, Market Research
Education
Pontificia Universidad Católica de Chile
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA)
University of North Carolina at Charlotte
BA, Spanish
University of North Carolina at Charlotte - Belk College of Business
BSBA, International Business, Management Informtion Systems
Palm Beach School District September 2014 - Present
Nordstrom May 2014 - September 2014
Isle of Boca Dunes II Assoc. January 2010 - May 2014
Wachovia, A Wells Fargo Company April 2010 - April 2011
Adventure Costume July 2009 - November 2009
Adventure Costume outlet August 2008 - November 2008
Consumer Brands Limited August 2006 - December 2007
Getcaught Media July 2005 - August 2005
Skills
PowerPoint, Photoshop, Graphic Design, Video Editing, Video, Final Cut Pro, Premiere, Microsoft Publisher, Microsoft Office, Customer Service, Marketing, Microsoft Excel, Public Speaking, Retail, Sales, Television, Video Production
Education
University Of The West Indies (Mona) 2003 — 2006
BA, Media and Communication (major), Linguistics (Minor)
Palm Beach State College
Graphic Design
Wells Fargo April 2012 - Present
Susquehanna Bank September 2009 - April 2012
M&T Bank June 2008 - September 2009
Wachovia, A Wells Fargo Company June 2004 - June 2008
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Loans, Credit, Credit Analysis, Consumer Lending, Banking, Lines Of Credit, Commercial Mortgages, Retail Banking, Mortgage Lending, Portfolio Management, Credit Risk, Financial Analysis
Education
Penn State University
Bachelor of Science (BS), Finance
Pennsylvania College of Technology 1992 — 1994
Associate's degree, Civil Engineering Technology/Technician
Pennsylvania College of Technology 1990 — 1992
Asoociate's degree, Electrical and Electronics Engineering
Shikellamy 1986 — 1990
Sierra Pacific Mortgage June 2008 - Present
Wachovia, A Wells Fargo Company March 2007 - November 2007
American Brokers Conduit April 2002 - March 2007
Charter Bank 1982 - 1994
Education
Phoenix College 1965 — 1967
Business
TIAA-CREF February 2014 - Present
Wells Fargo April 2013 - February 2014
Wachovia, A Wells Fargo Company November 2010 - April 2013
Wachovia, A Wells Fargo Company May 2010 - October 2010
Nashua Country Club 2002 - August 2009
Skills
Customer Service, Time Management, Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Credit Analysis, Small Business Lending, Loan Origination, Retail Banking, Commercial Banking, Sales, Finance, Investments
Education
Plymouth State University 2006 — 2009
Bachelor of Science (BS), Finance, General
Western State College 2005 — 2006
Business Administration and Management, General
PNC Wealth Management September 2014 - Present
PNC Wealth Management June 2011 - September 2014
Citizens Bank January 2011 - June 2011
Wachovia, A Wells Fargo Company 2005 - 2009
Wachovia, A Wells Fargo Company 2002 - 2005
7-Eleven 1998 - 2001
Skills
Wealth Management, Estate Planning, Investments, Credit, Banking, Financial Advisory, Series 7, Loans, Commercial Banking, Insurance, Retirement Planning, Securities, Mutual Funds, Series 63, Portfolio Management, Management, Investment Advisory, Finance, Asset Allocation
Education
Temple University 1992 — 1996
M. Ed, Psychoeducational Processes
Penn State University 1986 — 1991
B.S., Labor & Industrial Relations
SunTrust Mortgage February 2011 - Present
Wachovia, A Wells Fargo Company April 2005 - August 2008
First Franklin Financial 1999 - 2003
Skills
Real Estate, Mortgage Lending, Investment Properties, First Time Home Buyers, FHA, Loans, Short Sales, Mortgage Banking, Refinance, Credit, Foreclosures, REO, Loan Origination, Property Management, Investments, Residential Homes, Customer Service, Selling, Real Estate Transactions, Financial Analysis, Residential Mortgages, Sales, Banking, Credit Analysis, USDA, VA Loans, Underwriting, Consumer Lending
Education
Palomar College 2001 — 2003
Business
Palomar College 2001 — 2003
Business
The Bryn Mawr Trust Company May 2007 - Present
Wachovia, A Wells Fargo Company June 2002 - May 2007
Education
Penn State University 1981 — 1985
Bachelor of Science, Business Finance
Wells Fargo March 2015 - Present
Wells Fargo Bank January 2010 - March 2015
Wachovia, A Wells Fargo Company June 1998 - 2010
First Union National Bank July 1994 - June 1998
Republic National Bank January 1993 - July 1994
Merrill Lynch January 1990 - April 1992
Skills
Fixed Income, Series 7, Trading, Finance, Bloomberg, Bonds, Options, Investment Management, Treasury, Investments, Money Market, Banking, Hedge Funds, Portfolio Management, Mutual Funds, Mergers & Acquisitions, Management, Equities, Funding, Mortgage Lending, Currency, Asset Management
Education
Pace University 1986 — 1990
bs, Finance
Wells Fargo Home Mortgage June 2009 - Present
Gap Inc. March 2000 - Present
Wachovia, A Wells Fargo Company January 2009 - April 2009
Urban Enterprises June 2007 - December 2008
Education
Toccoa Falls College 1997 — 1998
None, Early Childhood Education
Piedmont College 1996 — 1997
None, Early Childhood Education
Berkshire Hathaway HS Anderson Properties June 2014 - Present
Ridge Run United, LLC July 2001 - Present
Lone Star College August 2012 - Present
HBCU Chamber of Commerce February 2012 - Present
HBCU Endowment Foundation 2007 - Present
Prairie View A&M University January 2007 - May 2008
SNL Financial May 2006 - August 2006
Wachovia, A Wells Fargo Company 2005 - 2006
Skills
Finance, Financial Modeling, Analysis, Investments, Economics, Research, Equities, Financial Analysis, Managerial Finance, Risk Management, Portfolio Management, Data Analysis, Valuation, Strategic Planning, Business Analysis, Asset Managment, Management Consulting, Corporate Finance, Statistics, Project Management, Banking, Budgets, Leadership, Process Improvement
Education
Prairie View A&M University 2007 — 2008
Master of Arts, Community Development/Urban Planning
Virginia State University 2000 — 2004
Bachelor of Science, Economics/Finance
WellSpan Health September 2009 - Present
Wachovia, A Wells Fargo Company July 2006 - October 2007
Skills
Healthcare, Hospitals, Spanish, Medical Terminology, Medicine, EMR, Nonprofits, Public Speaking, Community Outreach, Editing, Microsoft Office
Education
Penn State University 2008 — 2009
medical interpretation
University of Puerto Rico 1986 — 1992
Associate's degree, Executive Assistant/Executive Secretary
Elliott Davis, LLC August 2013 - Present
Pacific Coast Bankers' Bank January 2008 - August 2013
Silverton Bank, N.A. May 2001 - January 2007
Federal Home Loan Bank of Atlanta October 1995 - May 2001
Wachovia, A Wells Fargo Company April 1994 - October 1995
Office of Thrift Supervision October 1987 - April 1994
Skills
Financial Analysis, Credit, Banking, Finance, Salesforce.com, Commercial Banking, Retail Banking, Credit Analysis, Business Development, Commercial Lending, Capital Markets, Loans, Risk Management, Credit Risk, Portfolio Management, Financial Institutions, Treasury Management, Relationship Management
Education
University of Georgia 1985 — 1986
MBA, Corporate Finance
University of Georgia 1983 — 1985
BBA, Economics
Peace College 1981 — 1983
AA, Liberal Arts
Infovisa November 2012 - Present
Wells Fargo September 2011 - November 2012
Wells Fargo Bank January 2010 - September 2011
Wachovia, A Wells Fargo Company January 2003 - January 2010
Infovisa 1998 - 2003
Skills
Requirements Analysis, Microsoft SQL Server, Oracle, Access, Testing, Program Management, Training, SDLC, Requirements Gathering, Business Requirements, SQL, Process Improvement, Data Warehousing, Business Analysis, Visio
Education
Pennsylvania State University-Erie Campus 1994 — 1998
BS, Management Information Systems
Windber Area High School
US Customs and Border Protection March 2009 - Present
Wachovia, A Wells Fargo Company 2007 - 2009
Skills
Government, Enforcement, Emergency Management, Security Clearance, Military, Homeland Security, Private Investigations, Policy, Counterterrorism, Physical Security, National Security, Command, DoD, Investigation, Intelligence Analysis, Military Operations, Program Management, Police, Crisis Management, Firearms
Education
Temple University 2006 — 2008
Bachelor's degree, Finance, General
Pace University 2004 — 2006
Bachelor's degree, Finance, General
The Springs Company June 2013 - Present
The Springs Company December 2008 - June 2013
Wachovia, A Wells Fargo Company 2006 - 2008
Compass Group NAD 2005 - 2006
Giant International 2003 - 2005
Skills
Financial Reporting, Accounting, Forecasting, Budgets, General Ledger, GAAP, Financial Statements, Account Reconciliation, Financial Analysis, Tax Preparation, Microsoft Excel, Auditing, Tax, Internal Controls
Education
Winthrop University 2006 — 2007
MBA, Accounting
Presbyterian College 1999 — 2003
Bachelor of Science, Business/Accounting
Wachovia, A Wells Fargo Company Store ManagerCoach LeatherwareMay 2000 - March 2008
Education
Old Dominion University
B.A.
Kelly Educational Staffing September 2014 - Present
Le Creuset of America (via John Shell Accountants) July 2013 - February 2014
Robert Half Finance & Accounting November 2012 - May 2013
Pepsi Bottling Group July 2009 - March 2011
Pepsi Bottling Group August 2004 - July 2009
Pepsi Bottling Group May 2002 - April 2004
Pepsi Bottling Group March 2000 - June 2002
Wachovia, A Wells Fargo Company January 1998 - March 2000
Skills
Sarbanes-Oxley Act, Financial Reporting, Property Tax, Tax Returns, Internal Audit, Finance, Tax, Auditing, Tax Accounting, Account Reconciliation, Internal Controls, Access, Accounting, Financial Statements
Education
University of Maryland University College 2010 — 2013
Master's degree, Finance and Financial Management Services, 3.5
Pace University-Pleasantville/Briarcliff Campus 2004 — 2006
Bachelors, Professional Technology/Internet for e-Commerce
Wachovia, A Wells Fargo Company Teller ManagerWachovia, A Wells Fargo CompanyOctober 2006 - Present
Education
Pierce College 2009 — 2011
St. Paul Baptist Church October 2006 - Present
Wachovia, A Wells Fargo Company February 2002 - October 2006
Keystone Financial 1995 - 2002
Education
Penn State University 1969 — 1974
BS, Liberal Arts
Wachovia, A Wells Fargo Company February 2006 - October 2009
Education
Pennsylvania State University-Erie Campus 2001 — 2005
BA, Business Economics
Wells Fargo Bank June 2013 - Present
KPMG LLP February 2012 - May 2013
MoneyGram International December 2010 - January 2012
Wachovia, A Wells Fargo Company April 2008 - December 2010
Skills
LexisNexis, Accurint..., KYC, OFAC, Accurint, AML, Financial Analysis
Education
Oxford Brookes University 2005 — 2008
Wells Fargo Bank December 2008 - Present
Wachovia, A Wells Fargo Company May 2001 - December 2008
Wachovia, A Wells Fargo Company June 2000 - May 2001
Wells Fargo February 1996 - June 2000
Wells Fargo 1990 - 1995
Skills
Commercial Lending, Credit, Wealth Management, Loans, Commercial Banking, Underwriting, Portfolio Management, Mortgage Lending, Financial Services, Financial Structuring, Financial Risk, Management
Education
Penn State University 1987 — 1989
MBA
Rider University 1982 — 1986
Bachelor
H&R Block November 2011 - Present
Wachovia, A Wells Fargo Company May 2005 - May 2010
Education
Park University 1999 — 2001
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services
University of Oklahoma 1996 — 1998
Bachelor's degree, General Studies
Euler Hermes August 2001 - Present
Fleet Bank September 1998 - August 2001
Wachovia, A Wells Fargo Company March 1994 - August 1998
Hamdan Trading Group June 1989 - July 1991
H & M Associates, Chartered Accountants July 1987 - August 1990
Skills
Credit Risk, Accounting, Auditing, Tax, Risk, Banking, Business Management, Financial Risk
Education
Philadelphia University 1997 — 1999
MBA, Finance
Osmania University 1987 — 1989
M.Com, Accounting
Osmania University 1984 — 1987
B.Com, Accounting
NAVFAC June 2010 - Present
Wachovia, A Wells Fargo Company October 2005 - June 2010
Skills
Loans, Credit, Mortgage Lending, Government Contracting, Business Planning, Negotiation, Team Building, Analysis, Banking, Financial Analysis, Leadership, Marketing, Operations Management, Program Management, Proposal Writing, Strategic Planning, Training
Education
Old Dominion University 2007 — 2009
MBA, Business Administration
Minsk State Linquistic University 1997 — 2005
Bachelor's, Linquistics
BNY Mellon December 2012 - Present
TD Bank June 2011 - December 2012
TD Bank January 2008 - June 2011
Wachovia, A Wells Fargo Company October 1993 - July 2006
Education
Penn State University
Bachelor's degree, Accounting
CMA CGM January 2015 - Present
CMA CGM October 2013 - January 2015
CMA CGM October 2012 - October 2013
CMA CGM July 2011 - October 2012
Wachovia, A Wells Fargo Company July 2010 - April 2011
North Shore Pediatrics April 2006 - July 2010
American Greetings October 2004 - April 2006
Skills
Teamwork, Logistics, Negotiation, Customer Service, Microsoft Excel, Microsoft Office, Management, Shipping, Sales, Microsoft Word, PowerPoint, Outlook, Budgets, Financial Analysis, Team Leadership, Process Improvement, Access Database, SQL, Reporting & Analysis, Cost Reporting, Internal Controls, Ad Hoc Reporting, Project Management, Quality Assurance, Research, Visio
Education
Old Dominion University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Vanderbilt Owen Graduate School of Management June 2015 - Present
Rolling Hills Community Church (Franklin, TN) September 2013 - June 2015
LifeWay Christian Resources 2010 - 2013
Vanderbilt Owen Graduate School of Management 2010 - 2010
Young Life 2003 - 2007
Fellowship Bible Church Dallas 2000 - 2003
Arthur Andersen 1997 - 1999
Chase Paymentech 1996 - 1997
Wachovia, A Wells Fargo Company 1994 - 1996
The Joey Reiman Agency 1993 - 1994
Skills
Advertising, Management, Project Management, Social Media Marketing, Marketing Communications, Email Marketing, B2B, Marketing Strategy, Online Advertising, Event Planning, Digital Marketing, Creative Direction, Marketing Management, Product Marketing, Direct Marketing, Nonprofits, Marketing, Direct Mail, Non-profits, Market Planning, Competitive Analysis, Adobe Creative Suite, Publishing, Strategic Planning, Strategic Communications, Brand Development, Internal Communications, Market Research, Online Marketing, Budgets, Event Management, Trade Shows, Integrated Marketing
Education
Southern Methodist University 1988 — 1992
BA, Advertising
Portfolio Center 1993 — 1994
Copywriting
Wells Fargo May 2012 - Present
Wells Fargo July 2007 - May 2012
Wachovia, A Wells Fargo Company May 2004 - June 2007
Trenton Titans 2000 - 2004
Skills
Series 7, Series 63, Series 6, Life Insurance, Series 66
Education
Penn State University 1997 — 2000
BS, Marketing
New Hope Solebury HS 1993 — 1996
Wachovia, A Wells Fargo Company Assistant Store ManagerCircuit CityAugust 1999 - February 2009
Education
Phoenix College 2007 — 2011
BA, Business
Wells Fargo Bank November 2013 - Present
Wells Fargo Private Bank July 2012 - November 2013
Wachovia, A Wells Fargo Company March 2010 - July 2012
Skills
Series 7, Series 66, Credit, Small Business Lending, Portfolio Management, Commercial Lending, Loans, Consumer Lending, Banking, Commercial Banking, Retail Banking, Investments, Treasury Management, New York State Life..., Lines Of Credit, Mortgage Lending, Credit Risk, Wealth Management, Cross Selling, Private Banking, Cash Management, Deposits, Relationship Management, Wealth Management..., Asset Management, Wealth
Education
Pace University - Lubin School of Business 2006 — 2010
B.B.A, Finance
Wells Fargo Home Mortgage August 2012 - Present
SunTrust Bank April 2011 - September 2012
Wachovia Bank, A Wells Fargo Company April 2000 - April 2011
Wachovia, A Wells Fargo Company January 2007 - October 2008
Education
Penn State University 1992 — 1996
TIAA-CREF June 2012 - February 2014
Wells Fargo October 2011 - January 2012
Bank of America Merrill Lynch April 2011 - June 2011
Muzak October 2010 - April 2011
The Clearing House March 2008 - July 2009
Wachovia, A Wells Fargo Company October 2007 - February 2008
Advantage Software Company, Inc. March 2006 - July 2007
Wachovia, A Wells Fargo Company January 2006 - March 2006
Telespectrum Worldwide, Inc. January 1995 - January 2006
Skills
Testing, Manual Testing, Quality Assurance, Vendor Management, User Acceptance Testing, Test Planning, SQL, Quality Control, Business Analysis, SDLC, Visio, Quality Center
Education
Pfeiffer University 1994 — 1998
Sports Medicine
Wells Fargo Bank July 2010 - Present
Wachovia, A Wells Fargo Company July 2006 - August 2010
First Data Merchant Services 2004 - 2006
Nextel August 2001 - January 2005
Verizon Wireless February 1998 - June 2001
Skills
Customer Service, Management, Leadership, Team Building
Education
Prairie View A&M University 1983 — 1987
BA, Management/Marketing
UpLift Solutions April 2015 - Present
Citizens Bank April 2011 - April 2015
Wachovia, A Wells Fargo Company March 2008 - March 2011
Wells Fargo March 2006 - March 2008
Signature Financial Group (SFG) August 2005 - March 2006
Skills
Banking, Mortgage Lending, Credit, Consumer Lending, Credit Analysis, Loans, Small Business Lending, Branch Management, Deposits, Coaching, Team Building, New Business Development, Relationship Management, Insurance, Portfolio Management, Series 6, Series 63, Mutual Funds, Investments, Sales Management, Sales, Customer Service, Business Planning, Commercial Lending, Cross Selling, Retail Banking, Commercial Banking, Commercial Mortgages, Financial Analysis
Education
Penn State University
United Bank September 2015 - Present
First Niagara Bank 2010 - September 2015
PNC Investments 2008 - 2010
Wachovia, A Wells Fargo Company 2003 - 2007
Skills
Finance, Loans, Retail Banking, Banking, Commercial Lending, Consumer Lending, Financial Services, Investments, Mortgage Lending, Mutual Funds, Small Business Lending, Wealth Management, Cross Selling, Portfolio Management
Education
Penn State University 1994 — 1998
BS, Finance
Wachovia, A Wells Fargo Company July 2010 - Present
Kranz Apartments December 2008 - March 2010
Altig International June 2007 - May 2008
Altig International November 2006 - June 2007
Education
Pennsylvania College of Technology 2008 — 2010
still in progress, Marketing
Blueprint Services, LLC June 2009 - Present
Wachovia, A Wells Fargo Company May 2004 - Present
Education
Old Dominion University 1995 — 2000
Bachelor of Science
Columbia Sportswear 2013 - Present
Glover Century Farm 2002 - Present
Netflix August 2010 - December 2012
Wachovia, A Wells Fargo Company January 2004 - July 2010
US Bank 1993 - 2002
Skills
Leadership, Coaching, Training, Management, Customer Satisfaction, Customer Experience, Call Centers, Call Center, Customer Service, Performance Management, Team Building, Recruiting, Time Management, Vendor Management, Customer Retention, Metrics, Process Improvement, Team Leadership, Banking, Workforce Management, Performance Metrics, Hiring, Sales, Employee Relations, Leadership Development, Data Analysis, Interviews, Operations Management, CRM, Technical Support, Software Documentation, Quality Assurance, Professional..., Avaya, Fraud Prevention
Education
Portland State University 1990 — 1993
BS, Psychology
Portland State University
Bachelor of Science (B.S.), Sociology
Bank of America April 2015 - Present
Bank of America April 2013 - March 2015
Bank of America May 2011 - March 2013
Wachovia, A Wells Fargo Company January 2009 - May 2011
Chrysler Financial October 2006 - January 2009
Skills
Loans, Credit, Negotiation, Customer Service, Banking, Team Building, Real Estate, Mortgage Banking
Education
University of Phoenix 2011 — 2014
Masters Degree, Business Management - Project Management, 3.00
Penn State University 2001 — 2006
Bachelor of Science, Administration of Justice
Wachovia, A Wells Fargo Company September 2004 - October 2007
Financial Resources Federal Credit Union September 2001 - October 2003
Prudential Financial June 1997 - December 2000
NatWest Bank September 1991 - May 1997
Macy's 1991 - 1993
Skills
Customer Service, Recruitment/HR Process, Regulatory Compliance, Revenue Growth, Training & Development, Business Intelligence, Relationship Management, Account Development &..., Competitor Intelligence, Process Improvement, Leadership, Call Centers, Management, Human Resources, Banking, Interviews
Education
Post University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Florida Open Imaging August 2006 - February 2010
Wachovia, A Wells Fargo Company February 1998 - August 2005
Education
Philippine School of Business Administration
Bachelor of Science in Business Administration, Accounting
SunTrust Bank July 2011 - Present
Wachovia, A Wells Fargo Company March 1997 - July 2001
Education
Old Dominion University 1986 — 1991
Operations Management
Federated Investors May 2009 - Present
Wells Fargo January 2009 - May 2009
Wachovia, A Wells Fargo Company October 2003 - December 2008
Mellon Bank December 1988 - October 2003
Mellon Financial Corp 1988 - 2003
Chubb Insurance 1987 - 1988
Phillips Van Heusen 1986 - 1987
Ingersoll Rand 1985 - 1986
Skills
Information Technology, IT Audit, Auditing, SDLC, Disaster Recovery, Business Continuity, Information Security..., Enterprise Risk..., Information Security, Governance, Vendor Management, Risk Management, IT Strategy, SAS70, Sarbanes-Oxley Act
Education
Penn State University 1981 — 1985
BS, Accounting and Economics
Chez D'Artagnan and Draegan February 2009 - Present
Wachovia, A Wells Fargo Company July 2002 - February 2009
Ticketmaster 1994 - 2001
Education
The Ohio State University 1992 — 1994
MA, English and Women's Studies
Otterbein College 1987 — 1991
BA, English
Huron Consulting Group July 2013 - Present
Monroe Carell Jr. Children's Hospital at Vanderbilt May 2012 - July 2012
The American Equity Underwriters, Inc. October 2009 - July 2011
The American Equity Underwriters, Inc. May 2008 - October 2009
Wachovia, A Wells Fargo Company June 2005 - April 2008
Skills
Risk Management, Strategic Planning, Process Improvement
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
Masters of Business Administration, Human and Organizational Performance and Strategy
Presbyterian College 2001 — 2005
Bachelor of Science, Accounting and Business Management, summa cum laude
Darlington School 1998 — 2001
Wachovia, A Wells Fargo Company August 2009 - Present
Wells Fargo April 2008 - April 2009
Skills
Small Business Lending, Consumer Lending, Lines Of Credit, Commercial Banking, Loans, Commercial Lending, Banking, Retail Banking, Credit, Credit Analysis, Cross Selling, Mortgage Lending, Loan Origination, Treasury Services, Home Equity Lines of..., Commitment to Customer..., Building Relationships, Highly personable
Education
Passaic County Community College 2009 — 2011
Associate's degree, Business Administration and Management, General
Passaic County Technical Institute 2005 — 2008
American Airlines April 2013 - Present
Wachovia, A Wells Fargo Company April 2010 - March 2013
Skills
Banking, Credit, Loan Origination, Loan Servicing, Home Equity Lines of..., Home Equity Loans, Management, Internal Audit, Credit Analysis, Credit Scoring, Credit Unions, Loans, Program Management
Education
Pace University
Wachovia, A Wells Fargo Company November 2009 - Present
Skills
Customer Satisfaction, Customer Service, Customer Retention, Customer Oriented, Management, Job Coaching, Mentoring Of Staff, Operational Excellence, Computer Program, Windows
Education
Palm Beach Community College 1981 — 1983
Basic Banking related courses, Banking and Financial Support Services
Cardinal Newman High School 1975 — 1979
high school diploma