Wachovia, A Wells Fargo Company
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Wachovia, A Wells Fargo Company Employees
Lost Dog Project USA August 2012 - Present
Wilcox & McCormick January 2012 - Present
Wachovia, A Wells Fargo Company December 2010 - January 2012
New England Wealth Strategies May 2008 - May 2010
Merits Health Products February 2005 - June 2008
Skills
Cold Calling Expert, Sales Management, Strategic Planning, New Business Development, Marketing Strategy, Microsoft Office, Microsoft Excel, Microsoft Word, Apple, Outside Sales, Customer Satisfaction, QuickBooks, Account Management, Budgets, Contract Negotiation, Customer Service, Finance, Financial Analysis, Forecasting, Investments, Leadership, Management, Marketing, Sales, Salesforce.com, Team Building
Education
Rosemont College 2001 — 2004
Bachelor's degree, Political Science
St. Joseph's University 1998 — 2001
Scranton Preparatory School 1994 — 1998
BBVA Compass February 2012 - Present
BBVA Compass December 2011 - February 2012
BBVA Compass October 2010 - August 2011
PNC November 2008 - October 2010
JPMorgan Chase April 2005 - November 2008
FASTSIGNS September 1998 - April 2004
Wachovia, A Wells Fargo Company 2003 - 2004
ADP September 1996 - July 1998
Skills
Banking, Mortgage, Loans, Credit, Small Business, Sales Management, Customer Service, Team Building, Coaching, Negotiation, Product Development, Leadership Development, Retail, Account Management, Budgets, Cold Calling, Commercial Banking, Commercial Lending, Consumer Lending, Credit Analysis, Cross Selling, Customer Retention, Customer Satisfaction, FHA, Finance, Financial Analysis, Insurance, Leadership, Loan Origination, Marketing, Mortgage Banking, Mortgage Lending, New Business Development, P&L Management, Real Estate, Relationship Management, Residential Mortgages, Retail Banking, Risk Management, Sales, Sales Operations, Small Business Lending, Selling, Strategic Planning, Team Leadership, Training, USDA, Underwriting, VA loans, Sales Process
Education
Rutgers University 1991 — 1995
BS, Sports Management
Branch Banking and Trust June 2010 - Present
Wells Fargo 2010 - June 2010
The Clearing House October 2007 - February 2010
Wachovia, A Wells Fargo Company 1996 - 2007
Skills
Project Management, Banking, MS Project, Problem Solving, Leadership, Access, Microsoft Office
Education
Forsyth Technical Community College
Associates, Accounting
Salem College
BSBA, Business Administration
Infotek Consulting Services Inc. March 2015 - Present
Continuing Education and Professional Development August 2012 - March 2015
Wells Fargo November 2009 - August 2012
Wachovia, A Wells Fargo Company August 2006 - October 2009
Wachovia, A Wells Fargo Company April 1998 - August 2006
Wachovia, A Wells Fargo Company March 1992 - April 1998
Wachovia, A Wells Fargo Company August 1991 - March 1992
Skills
Employee Relations, Human Resources, Interviews, Employment Law, HR Policies, Program Management, Risk Management, Hiring, Screening, Analysis, Contract Negotiation, Project Management
Education
Rowan University 1999 — 2002
MBA, Human Resources/Finance
Rowan University
MBA, Human Resources, Finance
VERTEX, Inc. November 2011 - Present
Collabera May 2010 - January 2012
Wachovia, A Wells Fargo Company May 2011 - October 2011
The Hartford 2008 - 2010
American Skandia 1999 - 2005
Prudential Financial 1992 - 2005
Skills
Business Analysis
Education
Sacred Heart University 1993 — 1995
General Studies
Southern Connecticut State University 1991 — 1992
General Studies
Girl Scouts Carolinas Peaks to Piedmont December 2011 - Present
Second Harvest Food Bank of Northwest NC February 2009 - December 2011
Habitat for Humanity of Forsyth County, NC June 2004 - February 2009
NW Piedmont Council of Governments February 2003 - June 2004
Downtown Church Center, Winston-Salem, NC October 1998 - February 2003
Salem Academy and College October 1993 - October 1998
Wachovia, A Wells Fargo Company June 1985 - February 1993
Skills
Event Planning, Facebook, Fundraising, Social Media Marketing, Event Management, Community Outreach, Marketing, Public Speaking, Management, Nonprofits, Social Media, Training, Community Development, Sales, Volunteer Management, Email Marketing, Newsletters, Social Networking, Media Relations
Education
Salem College 1996 — 1999
BA, Psychology
Keller Williams Towne Square Realty March 2011 - Present
Wachovia, A Wells Fargo Company 1998 - 2005
BNY Mellon 1989 - 1998
Skills
Sales, Sellers, Real Estate, Selling, Investment Properties, Negotiation
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
Bachelor of Arts, Economics
TD Bank Group October 2011 - Present
TD Bank February 2006 - October 2011
Wachovia, A Wells Fargo Company May 1986 - February 2006
Skills
Small Business Lending, Credit, Credit Analysis, Commercial Banking, Banking, Retail Banking, Leadership, Consumer Lending, Lines Of Credit, Loans, Customer Service, Mortgage Lending, Coaching, Commercial Lending, Sales, Cross Selling, Sales Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
BS, Economics
Sumitomo Mitsui Banking Corporation October 2010 - Present
Wachovia, A Wells Fargo Company September 2009 - October 2010
Metlife Bank May 2009 - September 2009
Societe Generale March 2007 - October 2008
Credit Suisse July 2006 - March 2007
TD Waterhouse Investor Services May 2003 - July 2006
TD Waterhouse 2000 - 2003
Solomon Smith Barney June 1998 - June 2000
Skills
Loans, Banking, Back Office, Credit Risk, SWIFT payments, Derivatives, Business Analysis, Business Requirements, SDLC, Financial Services, Requirements Gathering, User Acceptance Testing, Requirements Analysis, Process Improvement, Business Intelligence, Project Delivery
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Bachelor's degree, Economics
Dixon Hughes Goodman LLP August 2011 - Present
Wachovia, A Wells Fargo Company February 2010 - August 2011
TEK Systems November 2008 - March 2010
KPMG Advisory September 2007 - September 2008
Skills
Sarbanes-Oxley Act, Information Technology, Recruiting, Management, SAS70, Financial Services, Software Development, Financial Analysis, Business Analysis, Financial Reporting, Accounting, Auditing, Vendor Management, Process Improvement, Risk Management, Technical Recruiting, Internal Controls, Applicant Tracking..., Access, Project Management, Leadership, Talent Acquisition, Consulting, Analysis, Enterprise Risk..., Finance, Business Process
Education
Saint Bonaventure University 2006 — 2007
MBA, Marketing/Management
Saint Bonaventure University 2002 — 2006
Bachelor of Business, Business Information Systems
Health Net October 2008 - December 2010
Health Net May 2006 - October 2008
Health Net April 2005 - May 2006
Wachovia, A Wells Fargo Company October 2002 - March 2005
Skills
Customer Service, Administration, Claims, Health, Medicare
Education
Sacred Heart University 2008 — 2011
B.S., Psychology
United Healthcare Medicare Solutions July 2012 - Present
HSBC August 2007 - May 2009
Webster Bank June 2005 - May 2007
Wachovia, A Wells Fargo Company January 2001 - May 2005
HealthNet of the Northeast aka PHS aka Physicians Health Services May 1990 - October 2001
Skills
Health Insurance, Sales, Business Development, Microsoft Word, Small Business, Account Management, Employee Benefits, Public Speaking, Team Leadership, Management, Medicare, Medicare Part D, Medicare Advantage, Medicare Prescription..., Retail Banking, Branch Banking, Event Planning, Marketing, Fixed Annuities, Life Insurance, Public Relations, Disability Insurance, Fundraising, Credit, Organizational..., Healthcare, Customer Service, Finance, Insurance, Leadership
Education
Sacred Heart University 1996 — 2000
MBA, Marketing
University of Illinois at Urbana-Champaign
BA, Psychology
Acura of Pembroke Pines August 2008 - Present
Wachovia, A Wells Fargo Company July 2006 - August 2008
Countrywide Full Spectrum Lending October 2005 - June 2006
Skills
Customer Satisfaction, Sales Management, Customer Relations, Customer Service, Negotiation, Team Building, Retail, Compliance, Credit, Team Leadership, Loans, Automotive, Process Improvement, Marketing, Contract Negotiation, Leadership, Sales, Finance, Selling, Customer Retention, Banking, New Business Development, Insurance, Inventory Management, Mortgage Lending, Vehicles, Leadership Development, Dealers, Profit, Dealer Management, Automotive Aftermarket, Forecasting, Management, CRM, Coaching, Training, Business Development, Operations Management, Sales Operations, Executive Management, Strategy, Budgets, People Skills
Education
Saddleback College
Tompkins Insurance October 2014 - Present
The Bonadio Group May 2012 - October 2014
HSBC November 2009 - May 2012
HSBC September 2008 - November 2009
Wachovia, A Wells Fargo Company February 2006 - September 2008
Skills
Auditing, Risk Management, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Financial Risk, Enterprise Risk..., Banking, Risk Assessment, Leadership, IT Audit, Financial Services, Sarbanes-Oxley, Commercial Insurance, Property & Casualty..., Cyber-security
Education
Saint Bonaventure University 2009 — 2011
MBA, General Business
Saint Bonaventure University 2000 — 2004
BBA, Business Information Systems
Batavia High
TD October 2013 - Present
TD May 2012 - October 2013
ICS Risk Advisors September 2010 - May 2012
Sterling Bank, Mt. Laurel, NJ November 2005 - July 2010
Wachovia, A Wells Fargo Company August 1999 - November 2005
Skills
Banking, Financial Risk, Risk Assessment, Internal Audit, AML, Mergers, Risk Management, Bank Secrecy Act, Operational Risk, Consumer Compliance
Education
Burlington County College 2006 — 2011
AS, Business Administration
Burlington City High School 1994 — 1998
Ameriprise Financial April 2009 - Present
Halifax Chamber of Commerce 2009 - 2010
Wachovia, A Wells Fargo Company July 2004 - August 2009
Prudential Securities September 2000 - July 2004
Morgan Stanley Dean Witter September 1990 - September 2000
Skills
Lines Of Credit, Insurance, Series 63, Retirement Planning, 401k, Customer Service, Social Networking, Series 7, Team Leadership, Strategic Planning, Marketing, Wealth Management, Microsoft Office, Retirement, Strategic Financial..., Financial Services, Investment Strategies, Event Management, Life Insurance, PowerPoint, Small Business, Financial Goals, Wealth Accumulation, Investments, Estate Planning, Fixed Annuities, Research, Financial Advisory, Public Speaking, Microsoft Excel, New Business Development, Sales, Financial Analysis, Uniform Combined State..., Finance, Investment Advisory, Portfolio Management, Roth IRA, IRAs, Securities, Series 24, Long Term Care Insurance, Saving for Education, Microsoft Word, Asset Allocation, Financial Planning
Education
Rutgers University-New Brunswick 1971 — 1972
Union College (KY) 1967 — 1970
Biology
Santander Bank, N.A. January 2013 - Present
Santander Bank, N.A. September 2011 - January 2013
Wells Fargo August 2009 - September 2011
Wachovia, A Wells Fargo Company March 2006 - August 2009
Education
Rutgers, The State University of New Jersey-New Brunswick
BA
Sandcastle Physical Therapy July 2011 - January 2014
First South Bank January 2010 - January 2011
Wachovia, A Wells Fargo Company March 2004 - January 2010
Education
Saint Louis University 1990 — 1994
Bachelor of Science, Marketing
Warwick Valley High School 1986 — 1990
High School
SugarHouse Casino June 2013 - Present
Wells Fargo Inc August 2010 - April 2011
Wachovia, A Wells Fargo Company 2010 - 2011
Morgan Stanley August 2008 - August 2010
Pinnacle Energy October 2009 - July 2010
Morgan Stanley, Inc March 2008 - September 2008
Merrill Lynch November 2006 - May 2008
Merrill Lynch, Inc June 2007 - March 2008
New York Stock Exchange June 2005 - October 2006
New York Stock Exchange - Floor Clerk – S.M.F., Inc, Midwood Securities August 2005 - June 2006
Skills
Financial Analysis, Portfolio Management, Training, Equities, Consumer Lending, Business Planning, Financial Services, Sales Operations, Investment Banking, New Business Development, Financial Advisory, Trading, 401k, Finance, Mortgage Lending, Management, Recruiting, CRM, Customer Service, ETFs, Sales, Loans, Securities, Customer Retention
Education
Saint Joseph's University 2001 — 2005
Bachelor of Arts (BA), Finance and Financial Management Services
St. Joseph’s University 2001 — 2005
Bachelors of Finance, Finance
St. Joseph’s University Co 2001 — 2005
BS, Finance
Fort Billings Federal Credit Union March 2013 - Present
Wells Fargo January 2011 - March 2013
Wachovia, A Wells Fargo Company April 2008 - January 2011
Friendly's Ice Cream Corporation March 2003 - February 2010
East Greenwich Police Department June 2000 - September 2005
Skills
Customer Service, Data Entry, Customer Satisfaction, Banking, Time Management, Managerial Experience, Customer Experience, Customer Retention, Retail Banking, Commercial Banking, Banking Operations, Inventory Management, Loans, Credit, Coaching, Management
Education
Rowan University 2005 — 2007
Bachelor's
Gloucester County College 2002 — 2005
Associate of Arts (A.A.)
Kingsway Regional High School 1998 — 2002
high school diploma
Prudential Financial November 2013 - December 2013
Vypak Consulting November 2013 - December 2013
Boeing Defense, Space & Security February 2010 - July 2013
Moseley Technical Services, Inc. February 2010 - July 2013
CSS Technical Staffing October 2008 - August 2009
Boeing Integrated Defense Systems (now Boeing Defense, Space & Security) October 2008 - August 2009
Wachovia, A Wells Fargo Company March 2008 - September 2008
Addecco Technical March 2007 - March 2008
GE Energy (now GE Power & Water) March 2007 - March 2008
Wachovia, A Wells Fargo Company July 2006 - September 2006
Skills
Technical Writing, RoboHelp, Microsoft Word, Visio, SDLC, Structured Authoring, SharePoint, Online Help, Software Documentation, Integration, Manuals, Technical Documentation, Task Analysis, SnagIt, Information Mapping, XML, Agile Methodologies, Adobe Acrobat, Process Improvement, Technical Communication, Training, Content Development, Single Sourcing, Security, Release Notes, Content Management, DITA
Education
Rowan University 1972 — 1976
Bachelor of Arts, Communications/Journalism
Free Agent August 2015 - Present
Chauffeur Driven Magazine & Trade Show March 2014 - Present
Good Time Tricyle Productions January 2011 - Present
Spw Productions March 2004 - August 2013
Harrah's Entertainment November 2005 - February 2010
Wachovia, A Wells Fargo Company November 2003 - June 2005
Skills
Event Planning, Event Management, Entertainment, Hospitality, Marketing Strategy, Direct Marketing, Marketing, Social Media, Food & Beverage, Advertising, Marketing Communications, Online Marketing, Social Networking, Social Media Marketing, Hotels, Gaming Industry, Market Planning, Team Building, Customer Service, Strategic Planning, Email Marketing, Budgets, Integrated Marketing, Banquets, Media Relations, Customer Satisfaction, Tourism, Press Releases, Online Advertising, Casino, New Business Development, Digital Marketing, Management, Public Relations, Sales, Fashion, Publicity, Leadership, Trade Shows, Marketing Management, Corporate Events, Hospitality Management, Loyalty Programs, Live Events, Brand Development, Resorts, Relationship Marketing, Sponsorship, Brand Management, Loyalty Marketing
Education
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2004
BS, Food Marketing
Jamison & Townson Logistics, LLC October 2012 - Present
Essential Products and Services September 2012 - Present
(Independant) October 2011 - Present
Wachovia, A Wells Fargo Company July 1996 - October 1998
Skills
Investment Properties, First Time Home Buyers, Buyer Representation, New Home Sales, Relocation, Referrals, Telecommunications, Logistics, Natural Gas, Electricity, VoIP, Mobile VoIP
Education
Saint Augustines College
Business Administration, Management and Operations
Pride Mobility Products Corporation October 2013 - Present
Blacklight Entertainment January 2008 - Present
American Family Insurance January 2012 - October 2013
American Family Insurance October 2008 - December 2011
Wachovia, A Wells Fargo Company February 2007 - October 2008
Ba-Da-Bing January 2005 - October 2008
US Bank June 2000 - January 2005
Skills
Customer Service, Sales Management, Microsoft Excel, Sales, New Business Development, Marketing, Microsoft Office, Strategic Planning, Insurance, Account Management, Marketing Strategy, PowerPoint, Microsoft Word, Small Business, Direct Marketing, Team Building, Public Speaking, Project Management, Team Leadership, Business Development, Social Media Marketing, Social Networking, Entertainment, Online Advertising, Public Relations, Event Planning, Event Management, Management, Advertising, Online Marketing
Education
Rutgers University-New Brunswick 2001 — 2004
Bachelor's
Leadership North Las Vegas
Leadhership North Las Vegas
Firstrust Bank January 2013 - Present
TD September 2012 - January 2013
Wachovia, A Wells Fargo Company November 2003 - September 2012
Margolis & Company August 2000 - November 2003
Education
St. Joseph's University 1996 — 2000
Self Employed October 2010 - Present
Sovereign Bank January 2010 - October 2010
Wachovia, A Wells Fargo Company February 2008 - April 2010
Option One Mortgage Corporation April 2005 - June 2006
Central Fidelity Bank 1996 - 1997
Education
University of Maryland College Park 1990 — 1993
MPM
Rutgers University-New Brunswick 1985 — 1989
PNC Bank November 2008 - Present
Cancer Support Community of the Jersey Shore/The Diney Goldsmith Center November 2012 - April 2014
Wachovia, A Wells Fargo Company January 2000 - October 2008
Wachovia, A Wells Fargo Company September 1993 - December 1999
Skills
Small Business Lending, Loans, Commercial Lending, Commercial Banking, Credit, Lines Of Credit, Credit Analysis
Education
Rutgers University-New Brunswick 1991 — 1995
HCL Americas @ Animas Corporation August 2014 - March 2015
The Bryn Mawr Trust Company December 2013 - February 2014
Ascensus January 2013 - March 2013
OptumInsight/UHC March 2012 - September 2012
ChoozOn November 2011 - February 2012
Wachovia, A Wells Fargo Company January 2011 - May 2011
GSI Commerce March 2010 - June 2010
IMS Health 2009 - 2009
GlaxoSmithKline 2008 - 2008
AllenPort Co. 2008 - 2008
Skills
Web Applications, Website Development, Portal Development, Business Analysis, Product Management, Business Process, UIX, Usability Testing, User Experience, User Acceptance Testing, Test Planning, Wireframes, Rapid Prototyping, eCommerce, Healthcare IT, Pharma IT, Multi-channel Retail, Finance IT, SDLC, E-commerce
Education
SkillPort eLearning CBAP Course Requirement 2010 — 2010
Certificate Coursework, Business Analysis
Online Courses AxureRP & Visual Use Case;Certification VB/SQLServer & MSOffice Specialist Expert 2002 — 2008
Online Courses AxureRP & Visual Use Case; VB/SQL Server and MSOffice User Specialist Expert
Saint Peter's University 1987 — 1989
Courses, Marketing/Computer Science
Wachovia, A Wells Fargo Company February 2006 - Present
AMC Theatres April 2005 - February 2006
Alamo City Chamber of Commerce March 2004 - August 2004
Santikos Theaters July 2003 - December 2003
Carver Cultural Center March 2002 - May 2002
Education
The University of Texas at San Antonio 2006 — 2009
B.B.A., Information Systems
San Antonio College 2002 — 2005
A.A., Business Administration
Carebridge Assisted Living August 2012 - Present
Wachovia, A Wells Fargo Company 1998 - 2003
Pathways Home Health January 1997 - October 1997
Skills
Loan Origination, Customer Satisfaction, Data Entry, Microsoft Office, Inside Sales, Healthcare, Medical Terminology, Vital Signs, Retail, English, Interviewing
Education
Stanly Community College 2013 — 2013
CNA II, CNA II
Stanly Community College 2011 — 2012
Certificate, Human Services, Substance Abuse Counseling
Rowan-Cabarrus Community College 2007 — 2011
Associate of Science (A.S.), Biology, General
Wells Fargo October 2013 - Present
Wells Fargo November 2010 - October 2013
Wachovia, A Wells Fargo Company April 2008 - October 2010
Wachovia August 2007 - April 2008
Skills
Financial Analysis, Process Improvement, Banking, Risk Management, Vendor Management, Business Analysis, Finance, Forecasting, Portfolio Management, Strategic Planning, Financial Reporting, Management, Analysis, Financial Modeling, Cross-functional Team..., Relationship Management, Project Management, Operations Management, Data Analysis, Business Strategy, Telecommunications
Education
Saint Bonaventure University 2005 — 2007
M.A., English
Saint Bonaventure University 2001 — 2005
B.A., Journalism / Mass Communications
F&M Bank June 2014 - Present
Patelco Credit Union December 2011 - May 2014
Patelco Credit Union November 2009 - November 2011
Wachovia, A Wells Fargo Company June 1999 - December 2008
World Savings Bank-Golden West Financial 1999 - 2006
Skills
Credit, Sales Management, Mortgage Lending, Call Center, Banking, Loans, Retail, Team Leadership, Business Development, Management, Leadership, Mortgage Banking, Loan Origination, Call Centers, Financial Services, Sales, Strategic Planning, Training, New Business Development, Executive Management, Consumer Lending, Underwriting, Risk Management, Credit Analysis, Relationship Management, Finance, Commercial Lending, Credit Unions, Refinance
Education
St. Mary's College of California
bs, economics
PNC December 2014 - Present
PNC June 2013 - November 2014
PNC February 2012 - June 2013
PNC September 2010 - February 2012
Wachovia, A Wells Fargo Company February 2010 - September 2010
Wachovia Bank N.A. January 2010 - February 2010
Wachovia Bank N.A. May 2009 - December 2009
Wachovia Securities February 2008 - April 2009
Wachovia Bank May 2005 - January 2008
Skills
Employee Engagement, Sales Management, Operational Excellence, Risk Mitigation, Employee Development, Customer Service, Customer Retention, Customer Acquisition, Community Outreach, Sales Analytics, Expense Management, Customer Engagement, Partner Management, Risk Management, Business Analytics, Recruiting, Loans, Training, Management, Coaching, Sales, Small Business Lending, Banking, New Business Development, Commercial Lending, Cross Selling, Finance, Investments, Credit, Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Political Science, History, Finance
TJHSST
TD Bank April 2005 - Present
Trumbull Chamber of Commerce September 2012 - Present
Trumbull PTSA Council January 2005 - Present
Rotary- Trumbull April 2004 - Present
BNI 2009 - 2011
Commerce Bank April 2007 - June 2008
Wachovia, A Wells Fargo Company April 1995 - December 2003
Fairfield Rotary 1995 - 1997
Skills
Small Business Lending, Banking, Retail Banking, Treasury, Mergers, Consumer Lending, Money
Education
Sacred Heart University
BS, Business
Cain Brothers July 2008 - Present
Wachovia, A Wells Fargo Company 2007 - 2008
A.G. Edwards & Sons, Inc. 1990 - 2008
Skills
Due Diligence, Investments, Corporate Finance, Series 7, Financial Analysis, Fixed Income, Capital Markets, Bonds, Financial Modeling, Strategic Planning, Management, Securities, Investment Banking, Private Equity, Strategy, Valuation, Mergers & Acquisitions, Series 63, Asset Management, Equities, Asset Managment, Bloomberg, Mergers, Healthcare, Portfolio Management
Education
Saint Louis University 1988 — 1990
MBA, Finance, Economics
Saint Louis University 1984 — 1988
BSBA, Finance, Economics
SLUH
Signature Financial Group February 2010 - Present
Wachovia, A Wells Fargo Company September 1999 - January 2010
AXA Advisors November 1996 - August 1999
Skills
Retirement Planning, Investments, Fixed Annuities, 401k, Financial Planning, IRAs, Life Insurance, Financial Advisory, Insurance, Securities, Personal Finance, FINRA, Estate Planning, Certified Financial..., Disability Insurance, Investment Management, Financial Services, Roth IRA, Long Term Care Insurance, Asset Management, 529 Plans, Strategic Financial..., Annuities
Education
Rutgers University-New Brunswick 1991 — 1996
ba, biology and economics
Park Ridge High School 1987 — 1991
Ambry Genetics June 2014 - Present
Lowe's Home Improvement February 2013 - Present
Advantex Professional Services September 2013 - December 2013
Saddleback College August 2008 - May 2013
OC Back and Body Doctors January 2012 - November 2012
TJMaxx October 2010 - May 2012
Wachovia, A Wells Fargo Company August 2004 - July 2008
EDS (contracted to Washington Mutual Bank) October 2001 - August 2004
Kelly Services January 2001 - October 2001
Videowave May 2000 - December 2000
Skills
Account Reconciliation, Accounting, Bank Reconciliation, Banking, Credit, Finance, Healthcare Information..., Medical Assisting, Medical Billing, Medical Records, Mortgage Lending, Quality Auditing, Software Documentation, Customer Service, Data Entry, Time Management, Microsoft Office, Microsoft Word, Microsoft Excel, Sales, Management
Education
Saddleback College 2011 — 2013
Associate of Science (A.S.), Health Information Technology
Saddleback College 2010 — 2012
Associate of Science (A.S.), Comprehensive Medical Assisting
Saddleback College 2008 — 2010
Associate of Science (A.S.), Computerized Accounting
Ventura Community College 1987 — 1988
Chisholm High School, Enid, OK 1983 — 1986
Wells Fargo October 2013 - Present
Wells Fargo July 2012 - October 2013
Wells Fargo April 2011 - October 2013
Wachovia, A Wells Fargo Company December 2009 - April 2011
Rutgers University March 2008 - May 2009
Rutgers University September 2005 - May 2008
Skills
Invoicing, Leadership, Management, Microsoft Office, QuickBooks, Risk Management, Access, Loans
Education
Rutgers University-New Brunswick 2005 — 2009
B.S., Business Economics
Service Delivery Manager LiquidHUB/TD Bank December 2014 - Present
Technology Professional September 2013 - Present
R H Woelpper Associates March 2010 - Present
Wachovia, A Wells Fargo Company August 2009 - March 2011
Wells Fargo August 2009 - March 2011
Managed File Transfer / Project management professional August 2009 - March 2011
EDS/EHRO 1986 - April 2008
EDS 2005 - 2008
EDS, an HP Company 1986 - 2008
Towers Perrin 1986 - 2005
Skills
System Design, Data Center, EDI, Vendor Management, Operational Support, Program Management, Solution Architecture, Project Management, SDLC, Security, Service Delivery, ITIL, Requirements Analysis, Visio, Disaster Recovery, Outsourcing, Software Project..., Enterprise Architecture, IT Management, Software Documentation, Business Analysis, Management, IT Strategy, Leadership, Data Warehousing, PMP, PMO, Integration, Requirements Gathering, IT Service Management, Enterprise Software, Team Management, Project Portfolio..., IT Operations, Business Process..., Business Process, Business Intelligence, Infrastructure, Information Technology
Education
Saint Joseph's University 1980 — 1986
BS, Information sciences
Webster Bank June 2005 - Present
Wachovia, A Wells Fargo Company 2001 - 2005
Summit Bank 1999 - 2001
Radian 1996 - 1999
Skills
Banking, Loans, Portfolio Management, Small Business Lending, Commercial Lending, Cash Management, Credit, Finance, Commercial Banking, Retail Banking, Investments, Lines Of Credit, Nonprofits, Sales Management, Property Management, Credit Analysis, Insurance, Commercial Mortgages, Consumer Lending, Mortgage Lending, Affordable Housing, Loan Origination, Cross Selling, Relationship Management, Municipalities, Private Banking, Mortgage Banking, Real Estate, Non-profits, Partnership Marketing, Asset Management, Treasury Management, Commercial Insurance, Municipal Finance, Asset Based Lending, Social Media Marketing, Event Management, Omega Credit Training, Affinity Marketing, Blogging, Healthcare Industry, Seminars, Contract Negotiation, Business Strategy, Marketing Strategy, Relationship Building, Governance, Team Leadership, Project Management, Lead Generation
Education
Sacred Heart University 1990 — 1992
MBA, Finance
University of Connecticut 1984 — 1988
BA, Economics
Wells Fargo Bank August 2012 - Present
Wells Fargo February 2009 - August 2012
Wachovia, A Wells Fargo Company April 2006 - February 2009
Wachovia, A Wells Fargo Company February 2005 - April 2006
First Union National Bank June 1998 - February 2005
Skills
Strategic Planning, Leadership, Coaching, High Performance Teams, Retail Banking, Banking, Commercial Banking, Strategy, Management, Business Planning, Leadership Development, Finance, Analysis, Budgets, Sales
Education
Rutgers University-New Brunswick 1986 — 1991
Bachelor of Arts, English, History, Math
Wachovia, A Wells Fargo Company May 2010 - Present
Merrill Lynch 2005 - May 2008
Credit Suisse 2000 - 2005
Lehman Brothers 1990 - 2000
Skills
C#, Sybase, SQL, C++, Fixed Income
Education
Saint Peter's University
BS, Compuer Science
Cisco Systems January 2012 - Present
Sandpiper Data Systems February 2011 - December 2011
Utilipath August 2010 - January 2011
Oracle Corporation September 2003 - August 2010
IBM Global Services November 2006 - August 2007
EMC January 2006 - December 2006
SunGard 2000 - 2006
Wachovia January 2000 - September 2003
Wachovia, A Wells Fargo Company 2000 - 2003
Ahold Information Services 1996 - 1998
Skills
Data Center, Program Management, CRM, Cross-functional Team..., Virtualization, Cloud Computing, Disaster Recovery, Pre-sales
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelors, Computer Science
Stanley Security Solutions December 2011 - Present
Lear Security Group, LLC March 2010 - Present
Niscayah, Inc. November 2010 - 2011
Wachovia, A Wells Fargo Company January 2009 - December 2009
Wachovia Bank January 1996 - December 2008
First Fidelity Bancorporation 1977 - 1996
Skills
Risk Management, Risk Assessment, Business Continuity, Banking, Security, Private Investigations, Team Building, Program Management, Financial Risk, Enforcement, Crisis Management, Physical Security, Leadership, Access Control, Information Security, Fraud, Corporate Security, Strategy, Security Management, Protection, Vulnerability Assessment, Risk Analysis
Education
Rutgers University-New Brunswick
PNC April 2015 - Present
PNC Bank October 2005 - Present
Wachovia, A Wells Fargo Company 1997 - 2005
mbna 1996 - 1997
Prudential Financial 1993 - 1996
Skills
Leadership, Management, Relationship Management, Cross Selling, Business Development, New Business Development, Marketing, Sales Management, Strategic Planning, Risk Management, Branch Management, Cash Management
Education
Salisbury University - Perdue School of Business 1985 — 1989
B.S., Business/ Marketing
john carroll 1981 — 1985
good shepherd
TD Wealth Management September 2015 - Present
PNC Wealth Management January 2012 - September 2015
Citi Private Bank August 2010 - February 2012
Wachovia, A Wells Fargo Company September 2006 - August 2010
Legacy Advisors April 2003 - September 2006
Montgomery, McCracken, Walker & Rhoads, LLP January 2000 - April 2003
Mattioni, Ltd January 1997 - January 2000
Skills
Portfolio Management, Estate Planning, High Net Worth..., Wealth Management, Strategic Financial..., Banking, Risk Management, Investments, Retirement Planning, Wealth Management..., Asset Management, Mutual Funds, Investment Advisory
Education
Villanova University School of Law
LLM (Taxation), Taxation
Widener University School of Law
JD
Rutgers University
BS, Accounting
Hotbox Sports Ventures September 2007 - Present
Innovative Carpets 2005 - 2011
Wachovia, A Wells Fargo Company 2000 - 2005
Skills
Social Networking, Sports, Social Media, Marketing Communications, Digital Media, Media Relations, Public Relations, Entertainment, Marketing, Marketing Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
Rutgers University-New Brunswick
Bachelor's degree
H&R Block November 2008 - Present
PINKPRINT BUSINESS SOLUTIONS January 2005 - Present
NEW JERSEY DEPARTMENT OF CHILDREN AND FAMILIES April 2004 - Present
UNION COUNTY COLLEGE January 2011 - September 2011
Wachovia, A Wells Fargo Company July 2003 - April 2004
Education
Rutgers University-New Brunswick 2007 — 2008
POST GRADUATE CERTIFICATION, GOVERNMENT FINANCIAL MANAGEMENT
Saint Peter's University 2004 — 2006
MBA, MARKETING MANAGEMENT
Saint Peter's University 1999 — 2003
B.S., MARKETING/ECONOMICS
Morgan Stanley Smith Barney May 2011 - Present
Wachovia, A Wells Fargo Company June 2000 - September 2010
Wachovia Bank June 2000 - 2010
JP Morgan Chase and Legacy June 1978 - June 2000
Chemical Bank June 1990 - August 1996
Hanover Trust Co June 1978 - May 1990
Skills
Business Process..., Securities, Banking, Financial Services, Derivatives, Settlement, Risk Management, Account Reconciliation, Analysis, Bonds, Budgets, Capital Markets, Credit, Equities, Executive Management, Fixed Income, Internal Audit, Internal Controls, Investments, Leadership, Management, Mergers, Middle Office, Mutual Funds, Portfolio Management, Relationship Management, Trading, Training, Wealth Management, Operational Risk
Education
Saint John's University
Associate
IBERIABANK December 2012 - Present
Capital One Bank October 2008 - December 2012
U.S. Army Reserve June 1983 - April 2012
Wachovia, A Wells Fargo Company December 2007 - October 2008
Regions Bank June 2004 - December 2007
Washington Mutual Bank 1999 - 2004
SunTrust Bank June 1988 - March 1999
Tenneco E&P June 1985 - June 1986
Skills
Risk Management, Credit, Credit Risk, Financial Analysis, Commercial Lending, Banking, Commercial Banking, Risk, Military Decision..., Loans, Portfolio Management, Finance, Financial Services, Project Planning, Relationship Management, Financial Structuring, Lines Of Credit, Wealth Management, Financial Risk, Loan Origination, Investment Banking, Change Management, Leadership, Credit Analysis, Analysis, Training, Private Banking, Small Business Lending, Accounting, Executive Management, Due Diligence, Enterprise Risk..., Underwriting, Treasury Management, Cash Management, Mergers & Acquisitions, Capital Markets, Strategic Financial..., Corporate Finance, Valuation, Strategy, Management, Business Development, Derivatives, Financial Modeling, Investments, Analytics, Asset Management
Education
Rollins College - Crummer Graduate School of Business 1986 — 1988
M.B.A., Finance & Accounting
Washington and Lee University 1979 — 1983
B.S., Geology
Professional Development
Regions Financial Corporation September 2010 - Present
Wells Fargo December 2009 - July 2010
Wells Fargo January 2009 - December 2009
Wachovia, A Wells Fargo Company January 1997 - December 2008
First Fidelity Bancorp September 1990 - December 1996
KPMG September 1981 - September 1990
Skills
Auditing, Risk Management, Due Diligence, Change Management, Strategy, Analysis, Internal Audit, Management, Governance, Finance, Financial Risk, Process Improvement, Financial Services, Operational Risk..., Leadership, Internal Controls, Enterprise Risk..., Budgets, Mergers & Acquisitions, Credit, Business Intelligence, Management Consulting, Business Analysis, Strategic Financial..., Financial Reporting, Risk Assessment, Banking, Compliance, Acquisition Integration, Security, Talent Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2003
Saint Joseph's University 1976 — 1980
B.S.
The Latimer Consulting Group April 2012 - August 2012
Apex Systems, Inc February 2010 - July 2011
Wachovia, A Wells Fargo Company June 2007 - July 2009
The Bank of New York December 1995 - June 2007
Credit Suisse First Boston June 1985 - April 1995
Skills
Enterprise Architecture, Disaster Recovery, DB2, Mainframe, Storage, Infrastructure, Performance Tuning, Capacity Planning, Technical Architecture, SAN, Virtualization, z/OS, Data Center, IBM Mainframe, IT Strategy, MVS, Storage Management, High Availability, IT Operations, Operating Systems, Storage Area Networks, Hardware, Unix, Business Continuity, Solution Architecture
Education
Rutgers University-New Brunswick
Masters, Computer Science
University of Maryland College Park
BS, Math, Computer Science
HSBC June 2013 - Present
Wells Fargo Advisors April 2011 - Present
Wachovia, A Wells Fargo Company June 2010 - Present
Wells Fargo Bank November 2008 - May 2010
Fidelity Investments July 2007 - May 2008
Skills
Bilingual-Spanish, Series 6, Series 63, Insurance, Strategic Financial..., Loans, Finance, Investments, Credit Analysis, Financial Planning
Education
Saint Peter's University 2003 — 2007
Bachelors of Science, Business Management & Political Science
Bank of America January 2013 - Present
Wells Fargo July 2011 - January 2013
Wachovia, A Wells Fargo Company July 2009 - January 2012
Ameriprise Financial December 2008 - July 2009
Ameriprise Financial January 2006 - December 2008
Ameriprise Financial May 2005 - December 2008
Scuba Ventures October 2002 - December 2003
Skills
Retirement Planning, Strategic Financial..., Series 7, Wealth Management, Investments, Estate Planning, Retirement, Mutual Funds, Insurance, Asset Allocation, Fixed Annuities, Banking, Finance, Management, Portfolio Management, Financial Planning, Financial Analysis, Leadership, Small Business, Financial Services, Strategic Planning, Credit, Loans, Financial Advisory, Customer Service, Small Business Lending, Commercial Lending, Marketing, Sales, Life Insurance, Retail Banking, Microsoft Office, Team Building, Public Speaking, Credit Analysis, Consumer Lending, Relationship Management, Commercial Banking, Marketing Strategy, Securities
Education
Samford University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Marketing with Spanish minor
Auburn High School 1998 — 2001
Pope High School 1997 — 1998
Datalink August 2009 - Present
Wachovia July 2008 - March 2009
Wachovia, A Wells Fargo Company 2007 - 2009
Wachovia January 2007 - June 2008
World Savings November 2005 - January 2007
World Savings November 2002 - November 2005
World Savings November 2000 - November 2002
World Savings November 1999 - November 2000
World Savings November 1998 - November 1999
World Savings December 1997 - November 1998
Skills
Enterprise Architecture, Storage, Virtualization, Disaster Recovery, Servers, Data Center, IT Management, VMware, Storage Virtualization, Storage Area Networks, VMware ESX, Cisco Technologies, Brocade, Enterprise Storage, Replication, SAN, Troubleshooting
Education
The University of Texas at San Antonio 1992 — 1994
Engineering
San Antonio College 1990 — 1992
The Salvation Army October 2013 - Present
The Salvation Army December 2011 - Present
Citizens Bank March 2008 - October 2008
Wachovia, A Wells Fargo Company June 2006 - September 2007
Enterprise Rent-A-Car August 2004 - June 2007
Clear Channel Radio 1997 - 2001
Skills
Customer Service, Customer Satisfaction, Sales Management, Team Building, Teaching, Leadership Development, Sales, Marketing, Management, Team Leadership, New Business Development, Time Management, CRM, Event Planning, Social Media, Event Management, Coaching, PowerPoint, Outlook, Microsoft Office, Recruiting, Project Management, Customer Retention, Project Planning, Training
Education
West Chester University of Pennsylvania 2001 — 2004
B.S., Marketing
Gloucester County College 1999 — 2001
Villanova University August 2009 - Present
The Funding Bridge April 2009 - June 2009
Wachovia, A Wells Fargo Company March 2008 - November 2008
Skills
Social Media, Press Releases, Photography, Marketing, Training, Strategy, Customer Service, Social Networking, Time Management, Microsoft Office, Event Planning, Microsoft Excel, Editing, Research, Leadership, Public Speaking, Management, Facebook
Education
Saint Joseph's University 2004 — 2008
B of A&S
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
B of S
Hunterdon Central Regional High School 2000 — 2004
Wells Fargo December 2010 - Present
Wachovia, A Wells Fargo Company July 2009 - December 2010
Wells Fargo November 2005 - July 2009
Baker & Taylor 2004 - 2005
Colgate Palmolive 2000 - 2004
Kwasha Lipton 1995 - 1997
Skills
Financial Modeling, Bloomberg, Portfolio Management, Financial Risk, Analytics, Fixed Income, Equities, Mutual Funds, Asset Management, Alternative Investments, Asset Allocation, Investments, Derivatives, Capital Markets, Securities, Investment Management, Valuation, Investment Strategies, Wealth Management, Risk Management, Options, Finance, Equity Derivatives, VBA, Management, Analysis
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor of Arts (B.A.), Mathematics and Statistics
Wells Fargo September 2012 - Present
Regions Bank July 2011 - August 2012
Wachovia, A Wells Fargo Company March 2005 - January 2010
United States Navy November 1996 - November 2004
Skills
Loans, Credit, Banking, Mortgage Lending, Financial Analysis, Investments, Customer Service, Strategic Financial..., Leadership, Finance, Retail Banking, Consumer Lending, Credit Risk, Cash Management, Commercial Lending, Loan Origination, Management, Team Building, Microsoft Office, Financial Services, Small Business Lending, Relationship Management
Education
University of Florida - Warrington College Of Business 2007 — 2009
Bachelors Degree of Science in Business Administration (BSBA), Business Administration
Saint Leo University 2001 — 2003
AA in Liberal Arts
Bigstock August 2015 - Present
Solidoodle January 2014 - July 2015
EXIGIS May 2012 - April 2013
Parent Media Group, Inc. March 2011 - May 2012
Car Rentals, Inc. Avis Licensee March 2008 - January 2010
Wachovia, A Wells Fargo Company November 2004 - March 2008
Knowledge Industries November 2003 - November 2004
HQ Global Workplaces May 2002 - October 2003
WATCHIT.COM January 2000 - October 2001
ROBB PECK MCCOOEY September 1998 - January 2000
Skills
Customer Service, Software Documentation, Finance, Process Scheduler, Customer Service..., Policy Analysis, Customer Retention, Strategic Planning, Budgets, Microsoft Excel, Management, Process Improvement, Account Management, Team Leadership, Training, System Administration, Microsoft Word, CRM, Social Networking, Networking, Insurance, Call Centers, Recruiting, Customer Experience, Leadership, Project Management, Online Advertising, Risk Management, Contract Negotiation, Salesforce.com, Team Building, Time Management, Business Development, Coaching, Sales Management, Lead Generation
Education
St. John's University 1989 — 1993
Bachelor of Science, Management
Career Blazers 1997 — 1997
CNE Program - IntranetWare 4.11
INET Solutions 1998 — 1998
New Horizons 2002 — 2002
Greenwich Associates January 2015 - Present
Greenwich Associates November 2012 - January 2015
Greenwich Associates April 2011 - November 2012
Wachovia, A Wells Fargo Company February 2008 - April 2011
Moore January 2002 - May 2007
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, SharePoint, Microsoft Project..., Project Server, SharePoint Designer, Microsoft Infopath, Microsoft Visio, Financial Services, Finance, Budgets, Loans, Credit, MS Project, Project Management, PowerPoint, Business Objects, FileZilla FTP, Confirmit, Relationship Management, Operations Management, Data Analysis, Banking, Strategy, Process Improvement, Market Research, Cross-functional Team..., Management Consulting
Education
Sacred Heart University 2008 — 2009
Master of Business Administration, Business Administration and Management, General
Sacred Heart University 2003 — 2007
Bachelor of Science, Business Administration, Concentration in Management, Minor in Economics
Wells Fargo February 2012 - Present
Wells Fargo December 2009 - 2012
Wachovia Bank, a Wells Fargo Company February 2007 - December 2009
Wachovia, A Wells Fargo Company May 2005 - January 2007
Phoenix Consulting & Design September 2002 - April 2005
Wachovia, A Wells Fargo Company January 2000 - August 2001
Wachovia, A Wells Fargo Company July 1997 - January 2000
Sara Lee Corporation - Now Hanes Brands March 1989 - July 1997
Skills
ACH, Treasury Management, Business Analysis, SDLC, Vendor Management, Treasury Services, Cash Management, Program Management, Software Documentation, Financial Services, Quality Assurance, Analysis, Management, Product Management, Banking, Risk Management, Payments, Process Improvement
Education
The George Washington University - School of Business 2006 — 2008
Certificate Program - CBA, Business Analysis
Salem College
BSBA, Business, Organizational Theory, Minor Communications
U.S. Department of Housing and Urban Development February 2013 - Present
Federal Home Loan Bank of Atlanta September 2006 - February 2013
The Clayton Group August 2005 - September 2006
U.S. Small Business Administration Office of Disaster Assistance February 2004 - May 2005
Prudential Financial March 2002 - April 2003
Wachovia, A Wells Fargo Company August 1999 - May 2001
Wachovia, A Wells Fargo Company May 1997 - August 1999
Skills
Credit Analysis, Banking, Credit Risk, Credit, Financial Analysis, Real Estate Finance, Real Estate Investor, Commercial Banking, Private Banking, Banking Operations, Mortgage Banking, Risk Management, Mortgage Underwriting, Portfolio Management, Core Banking, Financial Risk, Real Estate Economics, Financial Modeling, Due Diligence
Education
Saint Leo University
BA, Business Administration Degree in Finance and Management
Metrolina Field Services LLC November 2012 - Present
Quality Services June 2007 - December 2012
Wachovia, A Wells Fargo Company October 2006 - June 2007
New Concepts International Group April 2005 - August 2006
Clarke American January 2002 - April 2005
Skills
Customer Service, Loans, Residential Homes, Real Estate, Negotiation, Property Management, REO, Foreclosures, Investment Properties, HUD, Commercial Real Estate, Property, Sales, Selling, Single Family Homes, Renovation, Investors, Real Property
Education
Rowan-Cabarrus Community College 2009 — 2012
Associates in Applied Science, Business Administration
University of North Carolina
Business Administration
Wells Fargo June 2014 - Present
Wells Fargo Securities February 2013 - May 2014
Wells Fargo March 2010 - February 2013
Wachovia, A Wells Fargo Company June 2007 - March 2010
Skills
Fixed Income, Middle Office, Bloomberg, Derivatives, Trading, Commodity, VBA, Calypso, Bonds, Credit, Electronic Trading, Accounting, Finance, Capital Markets, Banking, Financial Analysis, Securities, Equities, Series 7, Portfolio Management, Investment Banking, Financial Modeling, Risk Management, Market Risk, Financial Risk, FX Options, CMBS, ABS, CDO, CLO, RMBS, Credit Derivatives, Valuation, Hedge Funds, Financial Markets
Education
Saint Bonaventure University 2006 — 2007
MBA, Finance & Accounting
Saint Bonaventure University 2002 — 2006
BBA, Finance & Management Science
Dubois Central Catholic
Infor October 2014 - Present
Infor June 2011 - November 2014
Infor September 2010 - June 2011
Wachovia, A Wells Fargo Company June 2009 - September 2010
HSBC June 2004 - June 2009
HSBC February 2004 - June 2004
HSBC January 2003 - February 2004
HSBC July 2002 - January 2003
Skills
Salesforce.com, Enterprise Software, CRM, SaaS, Business Intelligence, Business Development, Sales, Sales Process, Sales Management, B2B, Team Leadership, Team Management, Training, Management, Lead Generation, Solution Selling, Account Management, Business Analysis, New Business Development, Analytics, Leadership
Education
Rowan University 1997 — 2001
B.A., Public Relations
Pitman High School
Deloitte August 2011 - Present
SugarHouse Casino April 2010 - August 2011
KPMG August 2008 - December 2009
KPMG January 2007 - April 2007
Smart and Associates June 2006 - December 2006
Wachovia, A Wells Fargo Company June 2005 - January 2006
Skills
Auditing, Internal Controls
Education
Delran High School
St. Joseph's University
Bachelor of Science, Accounting
The American Red Cross June 2011 - Present
Muscular Dystrophy Association August 2009 - March 2011
Rutgers University 2007 - 2009
Drexel University 2006 - 2007
Mellon Financial June 1985 - May 2006
BNY-Mellon 1985 - 2006
BNY Mellon Wealth Management 1985 - 2006
Mellon Financial 1980 - 2006
Wachovia, A Wells Fargo Company 1990 - 1996
Skills
Fundraising, Philanthropy, Estate Planning, Non-profits, Volunteer Management, Public Speaking, Program Development, Planned Giving, Stewardship, Event Planning, Strategic Planning, Annual Giving, Higher Education, Community Outreach, Leadership Development, Alumni Relations, Research, Grant Writing, Board Development, Grants, Proposal Writing, Prospect Research, Gifts, Capital Campaigns, Non-profit..., Nonprofits, Program Management, Leadership
Education
University of Pennsylvania 2002 — 2005
MS, Organizational Studies
Rutgers, The State University of New Jersey-Camden 1968 — 1972
Bachelor of Arts (B.A.)
Collingswood High School
Collingswood High School
OrthoNOW LLC October 2014 - Present
Executive Assistant/ Dr. Alejandro Badia FACS - Badia Hand to Shoulder Center June 2004 - Present
Badia Hand to Shoulder Center 2004 - Present
Sterling Moon Designs, Silversmith/Metalsmith January 2002 - Present
Wachovia, A Wells Fargo Company 1993 - 1999
Skills
Elbow, Sports Medicine, Orthopedic, Hand Surgery, Wrist, Microsurgery, Surgery, Arthroplasty, Fracture Care, Reconstructive Surgery, Arthroscopy, Trauma Surgery, Shoulder Surgery, Carpal Tunnel Syndrome, Hand, Knee, Joint Replacement, Knee Surgery, Peripheral Nerve Surgery, Ankle, Medical Education, Bone, Tendonitis, Traumatology, Orthopedics
Education
Rutgers Business School 1986 — 1990
BS, Marketing
Rutgers University-New Brunswick 1986 — 1990
BS, School of Business, Marketing
Belk Stores Services November 2011 - Present
Midrex Technologies April 2006 - November 2010
Wachovia, A Wells Fargo Company January 2000 - January 2006
Wachovia, A Wells Fargo Company January 1999 - January 2000
Nationsbank/Bank of America January 1997 - January 1999
First Union National Bank/Wachovia January 1993 - January 1997
FUNB January 1991 - January 1993
Skills
Documentation, Customer Service, Letters Of Credit, Banking, Accounts Receivable, Excel, Accounting, Microsoft Excel, Management, Logistics, Software Documentation, Accounts Payable, Team Building
Education
Rowan-Cabarrus Community College 2013 — 2015
Associate's degree, Biotechnology, 3.68 GPA
University of North Carolina at Wilmington 1980 — 1983
BS, Biology
Dr. Ming Huang Family Practice April 2008 - Present
Bound Brook Board of Education January 2005 - Present
Dr Ming Huang Family Practice April 2008 - October 2009
Bound Brook Board of Education January 2005 - June 2007
United States Postal Service April 2005 - October 2005
Somerset Medical Center April 2000 - April 2003
Wachovia, A Wells Fargo Company June 1997 - December 1999
Education
Rutgers University-New Brunswick 2001 — 2007
Bachelors, Psychology, Geology, Pre-Med
Catholic Charities USA July 2014 - Present
USA Hometown Heroes April 2013 - July 2014
Creative Financial Group of NJ October 2011 - January 2013
Wachovia, A Wells Fargo Company December 2009 - January 2011
Wachovia Bank December 2004 - December 2009
Wachovia Bank December 1999 - November 2004
MetLife January 1996 - December 1999
Skills
Team Management, Program Management, Time Management, QuickBooks, Microsoft Office, Microsoft Word, Microsoft Excel, Financial Services, Series 6, Series 63, Life Insurance, Fixed Annuities, Health Insurance, Whole Life, Notary Public, Term Life Insurance, Universal Life, Long-term Care, Retirement Planning, Sales, Investments, Disability Insurance, Long Term Care, Mutual Funds, Zoho
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., American Studies
Vitality Bowls November 2014 - Present
Wells Fargo February 2012 - December 2014
Wachovia, A Wells Fargo Company April 2010 - February 2012
Wachovia, A Wells Fargo Company November 2008 - April 2010
Wachovia March 2008 - November 2008
Wells Fargo Home Mortgage February 2006 - March 2008
Cirrus Financial March 2004 - February 2006
Skills
Solution Implementation, Project Coordination, Project Planning, Meeting Planning, Live Meeting, Real Estate Transactions, Real Estate, Foreclosures, REO, Mortgage Lending, Document Drafting, Loans, Refinance, Process Management, Project Management, Procedure Manuals, Program Implementation, iGrafx, Business Process Mapping, Visio, Process Flow..., Procedure Development
Education
Saint Mary's College of California 2001 — 2003
BA, Economics
TD Bank March 2014 - Present
Wells Fargo / Strategic Staffing Solutions January 2012 - July 2013
Wachovia, A Wells Fargo Company December 2009 - October 2010
Wachovia, A Wells Fargo Company October 2007 - December 2009
Wachovia, A Wells Fargo Company January 2002 - October 2007
Wachovia, A Wells Fargo Company May 1993 - January 2002
Wachovia, A Wells Fargo Company February 1992 - May 1993
Colonial Penn Life Insurance March 1989 - September 1991
Colonial Penn Life Insurance March 1985 - March 1989
Colonial Penn Life Insurance April 1980 - March 1985
Skills
Vendor Management, SDLC, SharePoint, PMO, PMP, Process Improvement, Business Analysis, Systems Analysis, Project Management, Business Requirements, Visio, Program Management, Testing, Software Documentation, Change Management, SQL, Software Project..., Requirements Analysis, Information Technology, Requirements Gathering, Security, Analysis, Disaster Recovery, Training, Cross-functional Team..., Management, Project Portfolio..., Software Development, IT Management, Business Process..., Business Intelligence, Integration, Business Process, MS Project, Team Building
Education
Villanova University 2009 — 2009
Certificate
Rosemont College 2005 — 2008
MBA
Wells Fargo July 2015 - Present
Wells Fargo September 2014 - Present
Wells Fargo April 2011 - Present
Wells Fargo January 2010 - Present
Wachovia, A Wells Fargo Company November 2008 - Present
Wachovia November 1993 - Present
FDIC-DOL & RTC May 1990 - November 1993
KeySpan 1978 - 1990
Skills
Risk Management, Banking, Financial Risk, Credit, Portfolio Management, Credit Risk, Mortgage Lending, Operational Risk..., Loans, Operational Risk, Process Improvement, Business Analysis, Enterprise Risk..., Financial Analysis, Vendor Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
BA, Economics
Tottenville
Wells Fargo Bank 2009 - Present
Wachovia, A Wells Fargo Company 2006 - 2009
Wachovia, A Wells Fargo Company 2002 - 2006
Skills
Banking, Loans, Portfolio Management, Leadership, Commercial Banking, Sales, Strategy, Business Planning, Cross Selling, Finance, Coaching, Business Development, Customer Retention, Sales Management, Credit, Small Business Lending, Commercial Lending
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
Bachelor of Science, Accounting
Wells Fargo Bank August 2008 - Present
Wachovia, A Wells Fargo Company February 2005 - August 2008
Education
Rutgers University-New Brunswick 1989 — 1993
BA, Business Administration, Management
Wells Fargo Enterprise Technology June 2012 - Present
Above and Beyond coaching January 2005 - Present
Wachovia, A Wells Fargo Company October 2004 - February 2010
Skills
Fixed Income, Trading, Investment Banking, Visio, Financial Services, Capital Markets, Business Analysis, SDLC, Strategic Planning, Process Improvement, Vendor Management, Risk Management, Banking, Requirements Analysis, Bonds, Testing, User Acceptance Testing, Software Project..., Quality Center, Trading Systems, Business Process..., Requirements Gathering, Equities, Integration, Project Management, Change Management, Analysis, Agile Methodologies, Business Process, Leadership, SharePoint, Derivatives, Business Requirements, Financial Analysis, Financial Risk, PMO, Quality Assurance
Education
Rutgers University-New Brunswick 1994 — 1997
Wells Fargo Securities June 2005 - Present
Wachovia Securities, LLC 2005 - Present
Wachovia, A Wells Fargo Company 2005 - Present
Wells Fargo 2005 - Present
Wells Fargo (Formerly Wachovia Securities) 2005 - Present
Hibernia Southcoast Capital 2004 - 2005
Bear Stearns 2003 - 2003
Ernst & Young 1998 - 2002
Education
Rutgers University-New Brunswick 1994 — 1998
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Wells Fargo Practice Finance January 2011 - Present
Wachovia, A Wells Fargo Company July 2007 - January 2011
Accredited Home Lenders June 2004 - July 2007
Skills
Credit, Banking, Loans, Credit Analysis, Mortgage, Small Business Lending, Sales, New Business Development, Mortgage Lending
Education
Saint Mary's College of California 2001 — 2004
Wachovia, A Wells Fargo Company November 1997 - Present
Wachovia Bank June 1991 - Present
Education
Saint Joseph's University 1987 — 1991
Cardinal Investments LLC September 2007 - Present
Wachovia, A Wells Fargo Company 2004 - 2007
Skills
Commercial Lending, Credit, Consumer Lending, Credit Analysis, Credit Risk, Cross Selling
Education
Rutgers University-New Brunswick 1998 — 2002
Wells Fargo June 2013 - Present
Wells Fargo January 2013 - June 2013
Wells Fargo September 2010 - January 2013
Wachovia, A Wells Fargo Company May 2009 - November 2010
Wachovia Bank July 2007 - May 2009
Wachovia Bank June 2006 - July 2007
Wachovia Bank January 2006 - May 2006
Skills
Analysis
Education
Saint Bonaventure University 2005 — 2005
MBA, Finance and Accounting
Saint Bonaventure University 2001 — 2005
BS, Mathematics
Wells Fargo November 2014 - Present
Wells Fargo January 2013 - November 2014
Wells Fargo September 2009 - February 2013
Wachovia, A Wells Fargo Company October 2006 - September 2009
Wachovia September 2005 - October 2006
Skills
Certified Retirement..., Marketing, Customer Service, Sales, RFP, Account Management, Microsoft Office, Microsoft Excel, Strategic Planning, Vendor Management, Banking, Leadership, Process Improvement, Financial Analysis, Business Analysis, Financial Services, Event Planning, Relationship Management, Investments
Education
Saint Bonaventure University 2001 — 2005
Bachelor of Arts
Saint Bonaventure University 2001 — 2005
Minor
Queensborough National Bank & Trust Co. August 2014 - Present
Wells Fargo Insurance Services July 2013 - Present
Wells Fargo September 2010 - July 2013
Wachovia, A Wells Fargo Company August 2003 - September 2010
Skills
Commercial Banking, Customer Service, Sales Management, Public Speaking, Microsoft Excel, Small Business Lending, Credit, Banking, Underwriting, Loans, Commercial Lending, Investments, Consumer Lending
Education
Salisbury University - Perdue School of Business 1997 — 2000
BS, Finance and Accountung
Wachovia, A Wells Fargo Company August 2009 - Present
Bank of America 1991 - 2008
Bank of America September 1991 - March 2007
Education
Rutgers University-New Brunswick 1973 — 1977
Stonewall Jackson High School 1970 — 1973
Wells Fargo Home Mortgage January 2010 - Present
Wachovia, A Wells Fargo Company October 2007 - January 2010
World Savings September 1986 - October 2007
Education
University of Phoenix 1982 — 1985
MBA, Business and Marketing
Salisbury University 1968 — 1972
bs, education
Wells Fargo August 2014 - Present
Wells Fargo July 2012 - Present
Wells Fargo Bank June 2011 - July 2012
Wachovia, A Wells Fargo Company April 2006 - June 2011
Wachovia, A Wells Fargo Company November 2002 - April 2006
Skills
Credit Analysis, Portfolio Management, Risk Assessment, Business Analysis, Risk Management, Financial Risk, Finance, Strategy, Credit, Management, CRM, Leadership, Analysis, Change Management, Financial Services, Banking, Business Process...
Education
Saint Bonaventure University 1993 — 1997
BBA, Management Sciences
Santander Bank, N.A. February 2015 - Present
Santander Bank, N.A. February 2012 - Present
Sovereign Bank August 2011 - February 2012
Wells Fargo December 2009 - August 2011
Wachovia, A Wells Fargo Company July 2005 - December 2009
Skills
Banking, Branch Management, Cash Management, Commercial Lending, Commercial Banking, Commercial Mortgages, Consumer Lending, Credit Analysis, Credit, Credit Risk, Deposits, Leadership, Cross Selling, Finance, Lines Of Credit, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Portfolio Management, Refinance, Relationship Management, Residential Mortgages, Retail Banking, Sales Management, Series 63, Small Business, Small Business Lending
Education
Rowan University 1998 — 2000
BS
The Leukemia & Lymphoma Society January 2012 - Present
Wells Fargo January 2010 - January 2012
Wachovia, A Wells Fargo Company June 2009 - December 2009
Wachovia, A Wells Fargo Company October 2006 - June 2009
Wachovia 2001 - 2006
Wachovia March 1998 - July 2000
Wachovia October 1996 - February 1998
Turner Vision Inc. April 1994 - August 1996
Wachovia Student Financial Services/EduServ Technologies June 1992 - March 1994
Skills
Change Management, Vendor Management, Business Analysis, Risk Management, Project Management, Process Improvement, Budgets, Mergers & Acquisitions, Coaching, Team Leadership, Training, Performance Management, Management, Strategic Planning, Integration, Banking, Call Centers, Program Management, Leadership, Team Building, Cross-functional Team..., Strategy, Financial Services, Quality Assurance, Software Documentation, Sales, Telecommunications
Education
Salem College 1987 — 1991
B.A., Philosophy
Wells Fargo August 2007 - Present
Wells Fargo Bank 2007 - Present
Wells Fargo Bank 2007 - Present
Wachovia, A Wells Fargo Company 2007 - August 2010
Wachovia, A Wells Fargo Company 2007 - 2010
JPMorgan Chase December 1991 - August 2007
JP Morgan Chase 1991 - 2007
Bank One 1991 - 2007
Skills
SDLC, PMO, Vendor Management, Risk Management, Business Analysis, Process Improvement, Program Management, Management, Project Portfolio..., Visio, Banking, Business Process...
Education
Rollins College - Crummer Graduate School of Business 1985 — 1988
MBA, Business Administration
Southern Adventist University
BA, Physics
Southern Adventist University
BS, Computer Science
Investors Bank December 2014 - Present
Investors Bank March 2012 - November 2014
Wachovia A Wells Fargo Company January 2010 - February 2012
Sun National Bank 2008 - June 2009
Sovereign Bank 2003 - 2008
Skills
Banking, Small Business Lending, Commercial Banking, Credit, Sales Management, Coaching, Customer Relations, Strategic Planning, Commercial Lending, Compliance, Insurance, Commercial Mortgages, Asset Based Lending, Cash Management, Customer Service, Team Building, Financial Analysis, Mentoring, Excel, Problem Solving, Investments, Small Business, New Business Development, Microsoft Office, Loans, Word, PowerPoint, Access, Retail Banking, Microsoft Excel, Branch Management, Relationship Management, Consumer Lending, Sales, Cross Selling, Leadership, Mortgage Lending, AML, Branch Banking, Treasury Management, Lines Of Credit, Credit Analysis, Credit Risk, Loan Origination, Portfolio Management, Mortgage Banking, Finance, Deposits, Underwriting, Financial Services
Education
Rutgers Business School 2015 — 2017
Executive MBA, Executive MBA
Rutgers University-New Brunswick 1995 — 1997
Bachelor of Arts (B.A.), Economics
Union County College 1993 — 1994
Associate's degree, Business Administration and Management, General
Wells Fargo May 2011 - Present
Wells Fargo Bank June 2010 - May 2011
Wells Fargo May 2009 - June 2010
Wachovia, A Wells Fargo Company October 2008 - May 2009
Wachovia November 2003 - September 2008
Skills
Business Analysis, Analysis, Leadership, SDLC, Requirements Gathering, Banking, Financial Services, Credit Risk Data, Data Management, Resource Management, Project Management, Commerical Lending Data
Education
Saint Anselm College 1988 — 1992
BA
Glastonbury High School
Wells Fargo Capital Finance June 2015 - Present
Wells Fargo Capital Finance June 2014 - June 2015
Wells Fargo Capital Finance February 2012 - June 2014
Wells Fargo Capital Finance June 2009 - February 2012
Wachovia, A Wells Fargo Company July 2008 - June 2009
Wachovia, A Wells Fargo Company July 2006 - July 2008
Skills
Finance, Financial Analysis, Banking, Loans, Financial Modeling, Risk Management, Strategic Financial..., Accounting, Underwriting, Business Analysis, Microsoft Excel, Vendor Management, Forecasting, Relationship Management, Microsoft Office, Financial Reporting, Customer Service, Account Management, Analysis, Process Improvement, Sales, Management, Corporate Finance, Salesforce.com
Education
Saint Bonaventure University 2002 — 2006
Bachelor of Business Administration
West World Media February 2015 - Present
West World Media July 2007 - February 2015
Wachovia, A Wells Fargo Company July 2005 - December 2006
Shiraoka Town Board of Education July 2001 - July 2004
Skills
QuarkXPress, Adobe Creative Suite, Microsoft Office
Education
Rutgers University-New Brunswick 1999 — 2001
BA, East Asian Languages
Sacred Heart University 1997 — 1999
Fraud/AML Investigations January 2012 - January 2013
Banking March 2010 - July 2010
Wachovia, A Wells Fargo Company September 2008 - March 2010
Wachovia/Wells Fargo September 2008 - February 2010
First Union January 1987 - December 1994
Skills
AML, Risk Management, Bank Secrecy Act, OFAC, USA PATRIOT Act, User Acceptance Testing, Banking, Retail Banking, SDLC, Financial Risk, KYC, Business Analysis, Process Improvement, Risk Assessment, Quality Assurance, Internal Controls, Auditing
Education
Rutgers University-New Brunswick 1981 — 1985
BA, Spanish, Italian, Economics
Western & Southern Life March 2014 - Present
Team Effort International July 2010 - August 2013
Wachovia, A Wells Fargo Company August 1990 - April 2011
WACHOVIA CORPORATION January 2007 - October 2009
Wachovia Corporation May 2003 - December 2006
WACHOVIA CORPORATION January 1999 - January 2003
Wachovia Bank May 1994 - January 1999
Skills
Social Networking, Online Marketing, Video Branding, Online Advertising, Social Media Marketing, Banking, Market Research, Marketing, Mortgage Lending, Leadership, Loans, Risk Management, Strategic Planning, Marketing Strategy, Social Media, Credit, Marketing Communications, Advertising, Email Marketing, Entrepreneurship, Small Business, Team Building, Analysis, Public Speaking, Customer Service, Time Management, Business Planning, Business Development, Real Estate, Sales, Management, Training, New Business Development, Coaching, Data Analysis, Fundraising, Event Management, Life Insurance, Project Management
Education
Strayer University 2008 2005 — 2008
MBA, Business Administration-Management
Salem College 1995 — 1997
BA, Arts Management
Freedom High School
Freedom High School
Freedom High School, Morganton, NC
Freedom High School, Morganton, NC
Alcon, a Novartis company June 2014 - Present
Alcon Laboratories, Inc. November 2010 - May 2014
Wachovia, A Wells Fargo Company August 2009 - October 2010
ADP October 2008 - July 2009
US Home Systems 2006 - 2008
Skills
Sales Process, Direct Sales, Coaching, Sales, Sales Management, Selling Skills, Training, Account Management, Cold Calling, Sales Operations, Selling, Medical Devices, Leadership, Product Launch, Pharmaceutical Sales, Management, Pharmaceutical Industry, Sales Effectiveness
Education
Rutgers University-New Brunswick 2002 — 2006
BA, Economics
Wachovia Securities, LLC 2003 - 2009
Wachovia, A Wells Fargo Company 1993 - 2002
Skills
Process Improvement
Education
Salem State University
Bachelor of Science, Business Administration
Wachovia, A Wells Fargo Company April 2001 - Present
Wachovia Bank 2001 - Present
Skills
Vendor Management, SDLC, Project Portfolio..., Risk Management, Mainframe
Education
Saint Bonaventure University 1969 — 1973
BS, Math
Walmart October 2014 - Present
Walmart November 2010 - October 2014
Wachovia, A Wells Fargo Company 2009 - 2010
Pearson 2008 - 2009
Citibank Texas, N.A. 2006 - 2007
Transamerica 2001 - 2004
Skills
Requirements Analysis, IT Management, Business Intelligence, Visio, SharePoint, Vendor Management, Business Analysis, PMP, Management, Process Improvement, Windows, SDLC, Project Management, Software Project..., Software Documentation, Disaster Recovery, Integration, IT Strategy
Education
Saint Leo University
Bachelor of Applied Science (B.A.Sc.), Computer Science
Saint Leo University
Wachovia, A Wells Fargo Company September 2007 - Present
Liberty Mutual Insurance September 2005 - September 2007
US Army November 1984 - December 2005
Education
Saint Leo University 1999 — 2005
BA, Psychology
Jessie DNA Inc. June 2014 - Present
Dreamz Fair Inc. January 2010 - Present
Lifetime Networks November 2008 - December 2009
ARAMARK September 2005 - November 2008
Wachovia, A Wells Fargo Company June 2002 - May 2005
Skills
HRIS, Human Resources
Education
St. John's University
Bachelor of Science, Finance
Wells Fargo Bank March 2011 - Present
Wachovia, A Wells Fargo Company January 2005 - March 2011
Skills
Sales Management, Operations Management, Financial Services, Customer Service, Loans, Banking, Credit, Retail Banking, Consumer Lending
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2003
B.A, Spanish Literature
US Bank 2008 - Present
Wachovia, A Wells Fargo Company 1982 - 2008
Skills
Banking
Education
Paralegal Institute of New York
Paralegal, Completed
Rutgers, The State University of New Jersey-Newark
BA, English and Botany
J2 Properties and Investments October 2009 - Present
Central Piedmont Community College 2012 - 2012
C N Jenkins Presbyterian Church 1995 - 2011
TIAA-CREF March 2006 - May 2009
Wachovia, A Wells Fargo Company September 1992 - December 2005
US Army August 1980 - August 1992
Skills
Investments, Financial Planning, Banking, Mutual Funds, Retirement Planning, Wealth Management, Fixed Annuities, Portfolio Management, Asset Managment, Mortgage Lending, Financial Services, Equities, Bonds, Fixed Income, Asset Management, Risk Management, Relationship Management, Insurance, Financial Analysis, Process Improvement, Strategic Planning, Vendor Management, Series 63, Securities, Business Analysis, Management, Retirement, 401k, Strategic Financial..., Leadership
Education
CPCC Oracle
CPCC Progect Manageme
CPCC Project Mgmt
Saint Augustines College
BS, Business Management
Haymarket Medical August 2005 - Present
Wachovia, A Wells Fargo Company February 2004 - August 2005
Nestle North America 2003 - 2004
Nestle North America 1999 - 2003
Nestle North America 1997 - 1999
QBS Beverage 1993 - 1997
Anheuser-Busch 1989 - 1993
Anheuser-Busch 1983 - 1989
Skills
Online Advertising, Marketing, Advertising, New Business Development, Sales, Management, Account Management, Marketing Strategy, Sales Management, Email Marketing, Sales Operations, Digital Marketing, Integrated Marketing, Digital Media
Education
Rowan University 1976 — 1980
BA, Law/Justice
Ferrari North America 2012 - Present
Volkswagen of America June 2011 - August 2012
Wachovia, A Wells Fargo Company 2008 - 2010
Skills
Sales, Sales Management, Account Management, Customer Service, Strategic Planning, Marketing, New Business Development, Marketing Strategy, Customer Satisfaction, B2B, Negotiation, Microsoft Excel, Pricing, Team Building, Microsoft Office, Automotive, CRM, Social Media Marketing, Inventory Management, Lead Generation, Customer Retention, Direct Sales, Sales Operations, Business Strategy, Business Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelors, Communications
Rutgers University-New Brunswick
Bachelor of Arts (B.A.)
Wachovia, A Wells Fargo Company 1999 - 2010
Education
Rutgers, The State University of New Jersey-Newark
Barker May 2015 - Present
Wachovia, a Wells Fargo Company April 2009 - September 2013
Sovereign Bank 2011 - 2013
J.P. Morgan August 2010 - September 2011
Skills
Direct Sales, Customer Service, Investments, Retail Banking, Credit, Loans, Finance, Banking, Business Analysis, Relationship Management, Microsoft Excel, Leadership, Strategic Planning, Portfolio Management, Series 63, Sales, Management
Education
University of Phoenix 2006 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rutgers University 2000 — 2005
BS, Business Economics
Rutgers University
Masters, Social Work
Rys Research LLC January 2010 - Present
Assurant Health November 2002 - December 2009
Wachovia, A Wells Fargo Company November 1994 - October 2002
Education
Roosevelt University
B.S., Social Psychology
Liberty Mutual Insurance May 2012 - Present
Amplify January 2011 - May 2012
Wachovia, A Wells Fargo Company March 2008 - November 2010
Wachovia, A Wells Fargo Company February 2007 - March 2008
Wachovia, A Wells Fargo Company September 2005 - February 2007
CarMax August 2003 - July 2005
Skills
Insurance, Customer Service, Relationship Management, Sales, Account Management, Sales Management, Credit, Banking, Loans, Consumer Lending, Retail Banking, Finance, Underwriting, Credit Analysis, Small Business Lending, Financial Analysis, Mortgage Lending
Education
San Antonio College 2001 — 2003
Business Administration and Accounting
Raymour & Flanigan October 2010 - Present
Ayres Manufacturing February 2009 - October 2010
Wachovia, A Wells Fargo Company January 2007 - October 2009
AT&T Wireless May 2004 - January 2007
Harte-Hanks Direct Marketing May 2002 - May 2004
Sears, Roebuck and Co. May 2001 - October 2001
Education
Rowan University 2007 — 2010
Master of Business Administration, Business Administration
Rowan University 2000 — 2004
Bachelor of Science, Business Administration/Management Information Systems
PNC January 2014 - Present
PNC June 2012 - January 2014
PNC January 2009 - June 2012
Wachovia, A Wells Fargo Company 2005 - 2009
Skills
Series 7, Series 66, Series 24, Life & Health Insurance..., Banking, Credit, Commercial Lending, Retail Banking, Credit Analysis, Small Business Lending, Loans, Relationship Management, Uniform Combined State..., Wealth Management, Portfolio Management, Commercial Banking, Mortgage Lending
Education
Salisbury University - Perdue School of Business 1995 — 2000
Bachelor's, Management
Salisbury University
North Park University August 2013 - Present
DePaul University February 2013 - Present
DePaul University August 2010 - February 2013
Ghost Ocean Magazine January 2011 - August 2011
Wachovia, A Wells Fargo Company March 2010 - June 2010
BB&T August 2009 - March 2010
Scarlett Surveys The Survey Company® June 2006 - June 2009
Skills
Outlook, Microsoft Excel, PowerPoint, Access, Microsoft Office, Customer Service, Microsoft Word, Data Entry, Research, Public Speaking, Data Analysis, Time Management, Social Media, PeopleSoft, Event Planning
Education
Roosevelt University 2010 — 2013
MFA, Creative Writing
University of Notre Dame 2005 — 2009
B.A., English
SunTrust Bank January 2014 - Present
Solomon Investment Group, Inc. September 2012 - Present
Wachovia, A Wells Fargo Company December 2006 - July 2012
Education
Saint Peter's University 1984 — 1988
Bachelor of Applied Science (BASc), Marketing
Profit Investments June 2015 - Present
Janney Capital Markets August 2010 - January 2014
Telsey Advisory Group 2007 - 2010
Wachovia, A Wells Fargo Company 2001 - 2007
Goldman Sachs 2000 - 2000
Merrill Lynch 1992 - 1999
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Bronx Science
Michaels Stores, Inc. May 2014 - Present
Serra Mazda March 2014 - Present
MicroPulse Technologies September 2010 - March 2014
Dell, Inc. June 2006 - April 2010
Wachovia, A Wells Fargo Company March 2005 - June 2006
SouthTrust Bank September 2003 - March 2005
SouthTrust Bank August 2000 - September 2003
Skills
Virtualization, Disaster Recovery, Solution Selling, Salesforce.com, VMware, Customer Service, Data Center, VoIP, SaaS, Cloud Computing, Account Management, SharePoint, IT Management, New Business Development, Professional Services, Unified Communications, Direct Sales, Selling, Sales Presentations, Cisco Technologies, Networking, Sales, Enterprise Software, Storage, Managed Services, Security, Servers
Education
Samford University 1989 — 1993
B.S., Business Administration
Hoffman-La Roche 2007 - 2009
Allied Office Products 2005 - 2006
Wachovia, A Wells Fargo Company 2004 - 2005
Education
Saint Peter's University 1997 — 2001
BS, Business Management
Wood Ridge High School 1993 — 1997
Santander Bank, N.A. December 2014 - Present
Wells Fargo September 2010 - December 2014
Wachovia, A Wells Fargo Company February 2012 - October 2012
Erickson Living 2002 - 2010
Skills
Team Building, Recruiting, Customer Service, Performance Management, Mortgage Lending, Employee Relations, Policy, Customer Satisfaction, New Business Development, Operations Management, Management, Leadership Development, Staff Development, Budgets, Microsoft Excel, Onboarding, Human Resources, Strategic Planning, Coaching, Business Development, Leadership, Employee Engagement, Employee Benefits, Banking, Organizational..., Talent Acquisition, Sales, Interviews, Training
Education
Rutgers University-New Brunswick
Lake County Schools August 2011 - Present
Wachovia, A Wells Fargo Company July 2005 - October 2010
Skills
Outlook, Banking, Microsoft Office, Microsoft Excel, Credit, Data Entry, Teaching, Microsoft Word, Customer Service, PowerPoint, Leadership, Credit Analysis, Sales, Account Management
Education
Saint Leo University 2008 — 2011
Bachelors, Psychology
William T Dwyer High 1996 — 1998
Diploma
Suncoast High School 1994 — 1996
Wells Fargo Customer Sales and Service RepresentativeWells FargoNovember 2006 - Present
Wachovia, A Wells Fargo Company November 2006 - September 2010
Nations Home Mortgage 2003 - 2006
Education
Rowan College at Gloucester County 2008 — 2009
Education
Rowan College at Burlington County 2005 — 2006
Education
Wilmington University 2002 — 2003
Education
Zurich North America February 2013 - Present
Great American Insurance, Executive Liability Division September 2007 - February 2013
Wachovia, A Wells Fargo Company November 2003 - September 2007
Skills
Fiduciary, Underwriting, Directors & Officers..., Employment Practices..., CPCU, Financial Analysis, Liabilities, Relationship Management, Indemnity, Risk Analysis, Casualty, Claim, Claims Management, Commercial Insurance, Commercial Lines, D, Excess, Financial Risk, General Insurance, Insurance, Liability, Liability Analysis, Professional Liability, Property, Risk Management, Casualty Insurance
Education
Roosevelt University 2008 — 2009
M.S., Accounting
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
B.S., Finance
USAA May 2014 - Present
USAA June 2013 - May 2014
Broadway National Bank September 2009 - May 2013
Wachovia, A Wells Fargo Company August 2007 - August 2009
Double W Restaurant DBA Stuff Yer Face August 2000 - December 2007
Skills
First Aid and AED..., Cpr Certified, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Nautilus, Aperio, Microsoft CRM, Fiserv, Community Emergency..., Volunteering, Management, Train New Employees, Customer Service, Customer Acquisition, Hiring Employees, Appointment Scheduling, Employee Wellness, Employee Scheduling, Recruitments, Banking, Finance, Sales, Strategic Planning, Mortgage Lending, Loans, Financial Services, Public Speaking, Schedules
Education
Rutgers University-New Brunswick 1999 — 2003
Psychology
Rutgers, The State University of New Jersey-New Brunswick
Psychology
Saint Mary's Hall 1995 — 1999
Wachovia, A Wells Fargo Company March 2010 - Present
Wachovia January 2004 - Present
SnapFitness December 2008 - June 2009
Education
Rowan University 2008 — 2009
Bachelors, Advertising / Communications
Rowan University
Bachelor of Arts, Advertising
AIG September 2014 - Present
AIG October 2010 - September 2014
Affinity Plus Federal Credit Union July 2010 - October 2010
Wachovia, A Wells Fargo Company July 2007 - May 2009
Skills
Account Reconciliation, General Ledger, Accounting, Auditing, Journal Entries, Variance Analysis, Financial Reporting, Financial Accounting, SAP, Data Analysis, Financial Analysis, Management Accounting, Sarbanes-Oxley Act, US GAAP, Statutory Accounting, Data Management, Finance, Microsoft Office, Access, Internal Audit, Microsoft Excel
Education
Rutgers University 2006 — 2010
Bachelor of Science, Accounting
Standard & Poor's August 2009 - July 2013
Wachovia, A Wells Fargo Company 2002 - December 2007
Bear Stearns 2000 - 2002
Standard & Poor's 1999 - 2000
JPMorgan Chase 1997 - 1999
Prudential Securities Inc. 1992 - 1995
Skills
Securitization, MBS, Structured Finance, Capital Markets, Fixed Income, Structured Products, Valuation, Portfolio Management, Credit Risk, Financial Analysis, Analytics, CDO, CMBS, ABS, Derivatives, Ratings, Trading, Risk Management, Market Risk, Financial Risk..., Equities
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance and Statistics/Operations Research
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BA, Political Science
Continuum Health Alliance April 2013 - Present
Continuum Health Alliance April 2011 - April 2013
Thomas Jefferson University Hospitals October 2006 - April 2011
Saint Michael's College May 2005 - May 2006
Wachovia, A Wells Fargo Company January 2005 - December 2005
Skills
Strategic Planning, Financial Analysis, Budgeting, Financial and..., Financial Modeling, Pro Forma and..., Benchmarking, Performance Improvement, Project Management, Auditing, Management Consulting, Grant Management, Budgets, Forecasting, Research, Team Building, Market Research, Team Leadership, Data Analysis, Business Analysis, Strategy, Finance, Leadership, Healthcare, Risk Management, Program Management, Management, Business Strategy, Business Process..., Analysis, Process Improvement, Strategic Financial..., Hospitals, Analytics, Insurance, Cross-functional Team..., Healthcare Industry, Marketing
Education
Villanova University 2009 — 2011
Masters of Business Administration, Strategic Management & International Business, 3.9
Saint Michael's College 2002 — 2006
Bachelor of Arts, Economics & Finance, 3.7
Wachovia, A Wells Fargo Company January 2000 - Present
PNC Financial Services 1996 - 1999
Skills
Great People Skills, Bringing In New Clients, Stock Management, Portfolio Management, Mutual Funds, Equities, Investments, Investment Advisory, Asset Management, Relationship Management, Financial Advisory, Securities
Education
Rutgers University 1998 — 2000
Rutgers Business School, Business/Commerce, General
Rutgers University 1996 — 2000
Business, Psychology