Wachovia, A Wells Fargo Company
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Wachovia, A Wells Fargo Company Employees
Bank of America January 2015 - Present
Bank of America January 2014 - December 2014
Bank of America January 2011 - January 2014
Bank of America January 2010 - January 2011
Wells Fargo July 2007 - January 2010
Washington Gas July 2006 - July 2007
Wachovia, A Wells Fargo Company June 2005 - June 2006
Wachovia, A Wells Fargo Company January 2004 - June 2005
Skills
Word, Excel, PowerPoint, Access, ACL, Lotus Notes, Outlook, Peachtree, Visio, PwC TeamMate, Microsoft Word, Auditing, Internal Controls, Project Management, Compliance, Risk Management, Risk Assessment, Internal Audit, SharePoint, Banking, Financial Risk, Analysis, Microsoft Excel, Management, Financial Analysis
Education
Strayer University (VA) 2003 — 2005
Master of Science, Accounting
University of South Carolina - The Moore School of Business 1997 — 2001
Bachelor of Science, Business Administration
Greenridge Realty December 2012 - Present
Credit Suisse August 2010 - June 2012
Wells Fargo June 2009 - August 2010
Wachovia, A Wells Fargo Company November 2008 - June 2009
Ada Bike Shop February 2006 - July 2008
Pavlat's Prestige Cycles February 2002 - August 2005
Skills
Real Estate, Finance, Investments, Loans, Leadership, Strategic Planning, Investment Banking, Customer Service, Investment Properties, First Time Home Buyers, First Time Home Sellers, Condos, Residential Homes, Foreclosures, Listings, Capital Markets, Sales Process, Retail Banking, Business Development, Buyers, Sellers, Move Up Buyers, Short Sales, Real Estate Marketing, Selling, Process Improvement, Financial Reporting, Credit, Home Builders, Construction, Entrepreneurship, Budgets, Real Estate Transactions, Training, Real Estate Investment..., Referrals, Homebuilding, New Homes, Custom Homes, Sales
Education
Grand Valley State University - Seidman College of Business 2003 — 2007
Bachelor of Business Administration, • Finance & Business Economics: Real Estate Emphases
Symbiosis institute of Management Studies 2006 — 2006
Pune, India • Study Abroad Program, • International Finance & Business Culture of India
De La Salle Collegiate - High School 2000 — 2003
Strayer University December 2013 - Present
Strayer University April 2012 - November 2013
Strayer University July 2010 - March 2012
Wachovia, A Wells Fargo Company March 2007 - August 2009
Ameriprise Financial January 2007 - May 2008
Skills
Investments, Financial Analysis, Portfolio Management, Series 7, Student Financial Aid, Finance, Retirement Planning, Financial Modeling, Banking, Credit, Insurance, Risk Management, Uniform Combined State..., Retirement, Securities, Series 63, Financial Planners
Education
State University of New York College at Oswego 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Syracuse University 2004 — 2006
Business, ROTC
Wells Fargo February 2014 - Present
Wells Fargo February 2013 - February 2014
Wells Fargo March 2012 - February 2013
Wachovia, A Wells Fargo Company July 2010 - March 2012
Gap Inc./Old Navy May 2006 - December 2010
Skills
Organizational Behavior, Fast Learner, efficient, Management, Loss Prevention, Time Management, Customer Service, Cash Flow, Customer Experience, Credit, Coaching, Retail Banking, Deposits, Teamwork, Microsoft Office, Process Improvement
Education
St. Petersburg College 2007 — 2009
Aon Hewitt October 2011 - Present
Time Warner Cable April 2010 - September 2011
Wachovia, A Wells Fargo Company October 2008 - April 2010
Skills
Management, Training, Time Management, Talent Acquisition, Employee Relations, Performance Management, Applicant Tracking..., Recruiting, Benefits Administration, Employee Engagement, Interviews, New Hire Orientations, Deferred Compensation, FMLA, HR Policies, Workforce Planning
Education
Strayer University 2009 — 2011
General Business, Human Resources Management/Personnel Administration, General
Strayer University (DC) 2009 — 2011
General Business, Human Resources Management and Services
HEB June 2015 - Present
HEB February 2012 - Present
HEB December 2010 - Present
Saint Mary's University TX August 2007 - December 2012
Xerox May 2011 - August 2011
Saint Mary's University August 2010 - December 2010
Wachovia, A Wells Fargo Company May 2007 - September 2007
Skills
Market Research, Management, Public Speaking, Analysis, Leadership, Microsoft Office, Microsoft Excel, Sales, PowerPoint, Event Planning, Customer Service, Strategy, Microsoft Word, Time Management
Education
St. Mary's University 2013 — 2014
Master of Business Administration (MBA)
St. Mary's University 2007 — 2011
BBA, International Business
Universitat Autònoma de Barcelona 2010 — 2010
Summer International Studies Program, International Business
Wells Fargo - Global Banking April 2013 - Present
Wells Fargo Bank N.A. July 2011 - March 2013
Wachovia, A Wells Fargo Company June 2010 - July 2011
Waddell & Reed February 2010 - April 2010
U.S. Department of Commerce, U.S Commercial Service May 2009 - August 2009
Skills
Banking, Credit, Financial Analysis, Loans, Credit Analysis, Small Business Lending, Trade Finance, Commercial Banking, Consumer Lending, Investments
Education
St. Louis University, Madrid
Susquehanna University
Wells Fargo August 2009 - Present
Wachovia, A Wells Fargo Company November 2007 - August 2009
Wachovia, A Wells Fargo Company February 2006 - November 2007
Wachovia, A Wells Fargo Company July 2005 - February 2006
Skills
Banking, Credit, Commercial Banking, Cross Selling, Coaching, Customer Satisfaction, Finance, Leadership, Loans, Management, Mergers & Acquisitions, Retail, Retail Banking, Sales, Small Business Lending, Team Management, Underwriting
Education
AIP Language Institute 2001 — 2001
NA
SUNY Oneonta 1996 — 2000
BA, Business
SunTrust Bank September 2014 - Present
Wells Fargo Home Mortgage February 2013 - November 2013
Wells Fargo Home Mortgage February 2012 - January 2013
Wells Fargo Bank June 2010 - August 2011
Wells Fargo Home Mortgage April 2007 - January 2010
Wachovia, A Wells Fargo Company 1995 - April 2007
Wachovia, A Wells Fargo Company February 1993 - April 1995
Skills
Excel, Word, PowerPoint, Mortgage Lending, Mortgage, Loan Origination, Call Center, Loans, Credit, Underwriting, Banking, FHA, Mortgage Banking, Consumer Lending, Customer Service, Outlook, Microsoft Excel, Finance, Call Centers, Sales, Microsoft Word, Training, Selling, Refinance, Team Building, Access, Coaching, Home Equity Loans, Sales Management, Commercial Lending, Management, Commercial Banking, Residential Mortgages
Education
Strayer University (VA) 2009 — 2011
Business Administration
LiftFund June 2015 - Present
Bank of America January 2012 - April 2015
Comerica Bank November 2009 - June 2011
Wachovia, A Wells Fargo Company June 2005 - November 2009
Skills
Small Business Lending, Commercial Lending, Loans, Commercial Banking, Banking, Consumer Lending, Lines Of Credit, Credit, Leadership, Retail Banking, Management, Loan Origination, Strategic Planning, Mortgage Lending, Finance, Credit Analysis, Branch Management, Small Business, Underwriting, Mortgage Banking, Treasury Management, Mergers & Acquisitions, Branch Banking, Risk Management, Portfolio Management, Cross Selling, Cash Management, Commercial Mortgages, Financial Services, Asset Based Lending, Wealth Management, Credit Risk, Refinance, Relationship Management, Home Equity Lines of..., Credit Cards, Deposits, Investments, Residential Mortgages, Private Banking, Merchant Services, Financial Analysis, Financial Risk, Series 63
Education
St. Mary's University 1979 — 1982
Political Science
Richard King High School
Archi FX LLC October 2014 - Present
Raymond James Financial Inc. May 2012 - October 2014
Archi FX LLC January 2011 - April 2013
Wachovia, A Wells Fargo Company October 2009 - January 2011
HSN January 2008 - October 2009
Skills
Microsoft Excel, Microsoft Office, Social Media, Outlook, Microsoft Word, Customer Service, Financial Analysis, Social Networking, Access, Accounts Payable, Accounting, Account Reconciliation, Auditing, Budgets, Analysis, PowerPoint, Leadership, Teamwork, Software Documentation, Data Analysis, Data Entry, Time Management, Management
Education
St. Petersburg College 2002 — 2004
Associate in Arts, General Education
Bledsoe & Associates Insurance and Financial Services January 2013 - Present
American General Life and Accident March 2012 - Present
Wachovia, A Wells Fargo Company May 2009 - March 2012
Quality Deer Management Association 2008 - 2009
Insurance/Financial Services 2002 - 2008
TGB Landscaping Services 1999 - 2004
Skills
Public Relations, Marketing, Sales, Public Speaking, Management, Account Management, Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Customer Service, Finance, Investments, Financial Services
Education
Surry Central High School 1995 — 1999
Surry Community College
Business/Accounting
Wells Fargo Home Mortgage September 2012 - Present
Red Lobster October 2008 - October 2012
University of Virginia April 2011 - April 2012
Wachovia, A Wells Fargo Company August 2010 - April 2011
Wells Fargo Financial June 2003 - August 2010
Kids R Us May 2001 - June 2003
Skills
Software Documentation, Management, Training, Customer Service
Education
Sweet Briar College 1997 — 2001
BA, Psychology and Business Management
Wells Fargo March 2000 - Present
Wachovia, A Wells Fargo Company June 1984 - March 2000
Skills
Wealth Management, Asset Allocation, Portfolio Management, Investments, Banking, Strategic Financial..., Securities, Estate Planning, Trust Services, Financial Services, Risk Management, Capital Markets, High Net Worth..., Equities, Investment Advisory, Wealth Management...
Education
Temple University 1984 — 1988
BA, Business
Apple August 2012 - Present
Wachovia, A Wells Fargo Company July 2010 - July 2012
Skills
Banking, Credit, Sales, Customer Service, Cross Selling, Retail Banking, Cash Management, Financial Analysis, Microsoft Excel, Account Management, Leadership, Microsoft Office, Outlook, Call Centers, Cold Calling, PowerPoint, Access, Microsoft Word, Team Leadership, Strategic Financial..., Customer Experience, Deposits, Time Management, Retail, Business Analysis, Lines Of Credit, Team Building, CRM, Sales Operations, Business Development, Commercial Banking, Mortgage Lending, Commercial Lending, Credit Analysis, Consumer Lending, Mortgage Banking, Customer Satisfaction, Financial Services, Portfolio Management, Customer Retention, Management, Marketing, Marketing Strategy
Education
State University of New York College at Buffalo 2010 — 2012
Masters business administration, Organizational Leadership, 3.6
State University of New York College at Buffalo 2007 — 2009
Bachelor of Science (BS), Political science and information technology, 4.0
Lowe's Companies, Inc. January 2015 - Present
SunGard Consulting Services May 2013 - October 2014
Pontoon Solutions November 2012 - May 2013
Springleaf Financial Services August 2011 - October 2012
Wegmans Food Markets March 2009 - June 2012
Wachovia, A Wells Fargo Company February 2007 - July 2011
Wachovia Bank June 2005 - February 2007
Kohl's Department Store June 2003 - November 2004
Skills
Banking, Customer Service, Microsoft Office, Loans, Consumer Lending, SharePoint, Fieldglass, Customer Satisfaction, Outlook, Notary Public, Behavioral Interviewing, Life & Annuities License, Planview, Executive..., Auditing, Travel Arrangements, Expense Reports, Office Management, Coaching / Mentoring
Education
Syracuse University 2000 — 2003
BS
Syracuse University - Martin J. Whitman School of Management 2000 — 2003
BS
Fayetteville-Manilus HS 1994 — 1998
Midtown Consulting Group / Suntrust Bank January 2014 - Present
Midtown Consulting Group/ TIAA-CREF March 2011 - December 2013
Wachovia, A Wells Fargo Company December 2009 - August 2010
Wachovia Corporation 2006 - December 2009
Wachovia 2004 - 2006
Wachovia 2003 - 2004
DeLeeuw Associates 1999 - 2003
Bank of America 1995 - 1999
Coopers & Lybrand 1992 - 1994
Skills
Strategy, Management Consulting, Financial Analysis, Cross-functional Team..., Analytics, Program Management, Forecasting, Banking, Management, Business Intelligence, Business Analysis, Leadership, Integration, Project Management, SDLC, Analysis, Mergers & Acquisitions, Finance, Strategic Planning, financial modeling, Business Strategy, Business Process..., Financial Services, Consulting
Education
Pace University - Lubin Graduate School of Business
MBA Finance \ MS Accounting
State University of New York at New Paltz
B.S
Great Neck North HS
Publicis Healthcare Communications Group April 2010 - Present
CorrectNet September 2006 - 2009
Lehman Brothers April 2004 - April 2006
AT&T / SBC Communications 2003 - 2004
Cingular Wireless 2001 - 2002
Wachovia, A Wells Fargo Company 1999 - 2001
Lucent Technologies June 1997 - December 1998
Skills
Mercury QTP, Mercury Quality Center, JIRA, PMP, HP ALM 11, HP LoadRunner, HP PPM, Mercury LoadRunner, Quality Center, LoadRunner, SAP Solution..., Panaya Automation Tool, Bugzilla, Project Portfolio..., Testing Process, QTP, Risk Based Testing, Proof of Concept, Selenium, Test Management, Mercury Tools, Resource Management, Test Effort Estimation, Test Processes, Test Cases, Software Documentation, SDLC, Quality Assurance, Agile Methodologies, Test Planning, Software Quality..., User Acceptance Testing, Testing, HP Quality Center, HP QTP, Requirements Analysis, Scrum, SQL, Business Requirements, Software Development, Business Analysis
Education
Stony Brook University 2010 — 2010
Certificate
State University of New York - System 1995 — 1997
AAS
State University of New York - System 1993 — 1997
BS
Wells Fargo March 2012 - Present
Wells Fargo Bank May 2005 - March 2012
Wachovia, A Wells Fargo Company 2006 - 2011
Wells Fargo August 2007 - December 2009
EAB 2000 - 2005
Skills
Credit, Small Business Lending, Loans, Consumer Lending, Retail Banking, Mortgage Lending, Commercial Lending, Commercial Banking, Portfolio Management
Education
Strayer University (VA) 2008 — 2009
Master of Business Administration (MBA), Finance, A
EnablePath November 2011 - Present
JMS Solutions January 2009 - February 2013
Agility Recovery Solutions August 2009 - May 2011
Jones Lang LaSalle July 2008 - April 2009
The Staubach Company March 2005 - July 2008
Wachovia, A Wells Fargo Company April 2004 - March 2005
Wachovia, A Wells Fargo Company July 2002 - April 2004
Arthur Andersen July 2001 - July 2002
Bank of America 1999 - 2001
Wegmans Federal Credit Union March 1997 - November 1999
Skills
Forecasting, Financial Analysis, Financial Reporting, Finance, Strategic Planning, Budgets, Salesforce.com, Cost Accounting, Strategy, Accounting, Due Diligence, Variance Analysis, Analysis, Business Strategy, PeopleSoft, Financial Modeling, Process Improvement, Auditing, Hyperion Enterprise, Essbase, QuickBooks, Microsoft Office, Monarch Pro, Managerial Finance, General Ledger, Real Estate, Entrepreneurship, Leadership, Change Management, Management, Mergers & Acquisitions
Education
State University of New York College at Buffalo 1989 — 1993
BS, Finance
Active North Carolina Real Estate License
Lewisville Drug Company February 2014 - Present
CVS Caremark Corporation January 2013 - February 2014
Walmart February 2008 - June 2011
Wachovia, A Wells Fargo Company December 2004 - December 2006
Bombay Company January 2003 - September 2003
Skills
Customer Service, Microsoft Office, Pharmacy, Pharmacy Compounding
Education
Strayer University 2008 — 2010
B.A., Business Administration, concentration in Marketing
University of North Carolina at Charlotte 2000 — 2002
EverBank January 2015 - Present
Brand Mortgage April 2014 - January 2015
Union Mortgage Group July 2013 - April 2014
Navy Federal Credit Union February 2013 - July 2013
Wells Fargo Home Mortgage September 2010 - April 2013
Wachovia, A Wells Fargo Company October 2006 - November 2010
Briner, Inc September 2005 - October 2006
Briner, Inc. September 2004 - October 2006
MCM Consulting January 2000 - October 2006
2003-2005Carteret Mortgage July 2003 - July 2005
Skills
First Time Home Buyers, Mortgage Lending, Loans, FHA, Credit, Investment Properties, Sales, Customer Service, Negotiation, Foreclosures, Short Sales, Sales Management, Banking, Coaching, Finance, Notary Public, Signing Agent, Translation, Employment Contracts, Hiring Employees, Sales Hiring, Small Business, Mortgage Banking, Residential Mortgages, Mortgage Servicing, Loan Modifications, Government Loans, Home Equity Loans, Consulting, Student Loans, Spanish-English, Spanish-speaking, Direct Marketing, Real Estate Financing, Construction Loans, Consumer Lending, USDA, Lines Of Credit, HUD, FHA financing, Investors, Loan Origination, Refinance, Insurance, VA loans, Call Centers, Referrals, Certified Mortgage..., Reverse Mortgages, Real Estate
Education
Syracuse University 1995 — 2011
Associates, Business Admin
Syracuse University - Martin J. Whitman School of Management 1994 — 1996
Bachelor of Business Administration (B.B.A.), Business Management
Medline Industries July 2012 - Present
Saint Pete MRI October 2010 - July 2012
Wachovia, A Wells Fargo Company February 2003 - November 2009
American Home Mortgage Corp 2007 - 2008
HomeBanc Mortgage August 2000 - February 2003
Skills
B2B Sales, B2B, Mortgage Lending, New Business Development, Selling, Sales, Leadership, Account Management, Cold Calling, Customer Service, Sales Management, Social Networking, Finance, Banking, Healthcare, Marketing, Loans, Team Building, Management, Sales Operations
Education
University of South Florida 1999 — 2001
Finance
St. Petersburg College 1995 — 1999
AA, Business
Air Force Research Laboratory May 2003 - Present
Wachovia, A Wells Fargo Company 2001 - 2002
Skills
Information Assurance, DoD, Computer Science, Algorithms, Software Engineering, Artificial Intelligence, Machine Learning, Java, Programming, Computer Security, C, Software Development, Program Management, Linux, Parallel Computing, Perl, Embedded Systems, Systems Engineering, Security Clearance, High Performance..., Distributed Systems, Technical Leadership, Unix, Integration, Computer Vision
Education
SUNY Polytechnic Institute 2002 — 2004
MS, Computer and Information Science
State University of New York College at Plattsburgh 1996 — 2001
BS, Computer Science
Home Helpers and Direct Link 2007 - Present
Wachovia, A Wells Fargo Company 1985 - 2007
Fazio's 1974 - 1984
Skills
Elder Care, Home Care, Senior Services, Compassion, Independent Living, Companion Care, Transportation, Running Errands, Organization, Bill Payment, Long-term Care, Community Outreach, Seniors, Marketing, Public Speaking, Healthcare, Training, Fixed Annuities, Customer Service, Social Networking, Team Building, Strategic Planning, Coaching, Fundraising, Term Life Insurance, Leadership, Sales, Executive Management, Small Business, New Business Development, Personal Care, Nursing, Estate Planning, Entrepreneurship, Managed Care, Leadership Development, Medicaid, Healthcare Management, Insurance, Medicare, Wellness, Employee Benefits, Health Insurance, Healthcare Industry, Customer Retention, Hiring, Retirement, Sales Management, Cold Calling, Networking
Education
St. Petersburg College 1986 — 1987
none
Elyria High School 1972 — 1974
graduate
Wells Fargo June 2012 - Present
Wells Fargo January 2011 - June 2012
Wells Fargo January 2011 - June 2012
Wachovia, A Wells Fargo Company August 2009 - December 2010
Wachovia Bank December 2000 - August 2009
Parks Consulting May 2000 - December 2000
MCI WorldCom 1999 - 2000
Oracle 1998 - 1999
GTE Government Systems 1993 - 1998
ANSER 1988 - 1993
Skills
Process Improvement, Analysis, Management, Project Management
Education
Strayer University-Maryland 2006 — 2010
Master's, Public Administration
The George Washington University - School of Business
Masters Certificate, Project Management
Strayer University
BS, Business, Accounting
Bank of America Merrill Lynch August 2011 - Present
NSHMBA January 2010 - December 2013
Wells Fargo Bank October 2010 - August 2011
Wachovia, A Wells Fargo Company June 2008 - October 2010
Citibank January 2004 - May 2008
Skills
Portfolio Management, Investments, Credit, Financial Analysis, Banking, Series 63, Loans, Retirement Planning, Mortgage Lending, Wealth Management, Finance, Series 6, Life & Health Insurance..., Fixed Annuities, Commercial Banking, Commercial Lending, Strategy, Leadership, Financial Services, Small Business Lending, Sales, Credit Analysis, Treasury Management, Relationship Management, Cash Management, Loan Origination, Financial Advisory, Commercial Mortgages
Education
University of Tampa 2009 — 2011
MBA
University of South Florida 2004 — 2006
Bachelor of Arts, Finance
St. Petersburg College 2002 — 2004
Associate of Arts (AA), Business Administration and Management, General
Capital One October 2012 - Present
Allstate June 2012 - September 2012
State Farm Insurance October 2011 - May 2012
Sun America Financial Group (VALIC) August 2011 - October 2011
J.P. Morgan Chase April 2010 - June 2011
Wachovia, A Wells Fargo Company August 2009 - March 2010
Wachovia Bank N.A. December 2008 - January 2010
Wachovia Bank N.A. April 2006 - December 2008
Skills
Banking, Financial Planning, Home Equity Lines of..., IRA Rollovers, Roth IRA, IRA's, 401 K Rollovers, Retirement Savings, Loans, Customer Service, Retirement, Savings, 401k, Credit, Mortgage, Financial Analysis, Small Business, Retail Banking, B2B, B2B Marketing, Outside Sales, Business Development, Sales, Direct Sales, Sales Management, Small Business Lending, Commercial Lending, Small Business..., New Business Development, Commercial Banking, Financial Services, Finance, Personal Finance, Cross Selling, Relationship Management, Residential Mortgages, Lines Of Credit, Consumer Lending, Loan Origination, Selling, Wealth, Asset Allocation, Personal Banking, Commercial Mortgages, Refinance, Home Equity Loans, High Net Worth..., Mortgage Banking, Mortgage Lending
Education
Stephen F. Austin State University 2000 — 2001
Cy-Fair High School 1996 — 2000
Wells Fargo August 2015 - Present
Kristy James Robertson, Accountant January 2011 - Present
Wachovia, A Wells Fargo Company August 1994 - August 2015
Skills
Accounting, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Customer Service, Finance, Loans, Management, Payroll, Sales, Small Business, Small Business Lending, Treasury Management
Education
Strayer University 2008 — 2010
Diploma in Accounting, Accountant
University of Florida - Warrington College of Business Administration 1988 — 1992
Bachelor of Science in Business Administration, Marketing
Carolina Voices June 2010 - June 2013
Carlisle & Gallagher Consulting Group June 2011 - May 2013
Various: Banking, Software, Retail January 2007 - May 2011
Wachovia, A Wells Fargo Company April 1998 - December 2006
Clarity Software November 1990 - December 1997
Market Insights of Silicon Valley May 1988 - November 1990
Skills
Product Management, Strategy, E-commerce, Management Consulting, Strategic Planning, Business Strategy, Business Process, Marketing Strategy, Competitive Analysis, Executive Management, Program Management, Product Marketing, Lead Generation, Business Planning, Change Management, Vendor Management, Management, Consulting, Product Launch, Financial Services, Mergers & Acquisitions, Integration, Business Intelligence, Business Requirements, Banking, Leadership, Positioning, Customer Communication, IT Strategy, Governance, Mergers, Channel Optimization, Online and Mobile, Market Positioning, Channel integration, Productivity Software, Start-ups, Cross-functional Team..., Analytics, Analysis, Business Analysis
Education
Stanford University Graduate School of Business
MBA, Marketing
Wellesley College
BA, Political Science
Wells Fargo August 2014 - Present
SunTrust Bank May 2012 - August 2014
Wells Fargo July 2010 - June 2012
Wachovia, A Wells Fargo Company March 2007 - August 2010
Skills
Sales Management, Retail Banking, Banking, Finance, Financial Services, Coaching, Consumer Lending, Bilingual, Customer Service, Loans, mac, Small Business Lending, Credit, Sales
Education
State College of Florida-Manatee-Sarasota
Business Administration and Management, General
National City Bank September 1999 - August 2001
Wachovia, A Wells Fargo Company March 1976 - August 1999
Skills
Trading Strategies
Education
Susquehanna University 1972 — 1976
BS, Finance
Windham Distributing Company September 2015 - Present
Yildiz Entegre USA, Inc. September 2011 - September 2015
Wachovia, a Wells Fargo Company July 2001 - September 2011
The Drillot Corporation D/B/A HADCO January 2000 - May 2001
Bank of America Commercial Corporation, Distribution Finance Division September 1998 - January 2000
Skills
Accounts Payable, Accounts Receivable, Customer Service, Process Improvement, Contract Negotiation, Budgets, Management
Education
Strayer University-North Carolina 2004 — 2007
Bachelor of Science (BS), Accounting
William Allen High School 1976 — 1979
Diploma
Cerberus Capital Management May 2013 - Present
Charlotte, North Carolina January 2013 - May 2013
Wells Fargo Bank 2010 - January 2013
Wells Fargo Bank 2009 - 2010
Wachovia, A Wells Fargo Company 2008 - 2009
Bank of America 2006 - 2008
Bank of America 2005 - 2006
GE Water & Process Technologies 2003 - 2005
GE Water & Process Technologies 2002 - 2003
GE Infrastructure 2001 - 2002
Skills
P&L Financial Management, FP&A, Financial Analysis, Commercial Finance, Auditing, Corporate Finance, Strategy, Strategic Financial..., Strategy Execution, Change Management, Business Process..., Six Sigma, Mergers, Financial Modeling, Due Diligence, Acquisition Integration
Education
Technische Universität Graz
Master of Science of Industrial Engineering
simon kramer institute of therapeutical oncology May 2011 - Present
Wachovia, A Wells Fargo Company May 2009 - January 2011
Evangelical Community Hospital June 2010 - July 2010
Susquehanna University 2008 - 2010
Skills
Research
Education
Susquehanna University 2008 — 2012
Biology, Health Care Studies
Temple University Rome 2011 — 2011
italian language, design, byzantine art, popular culture in modern italy
North Schuylkill Jr./Sr. High School 2002 — 2008
Self Employed August 2012 - Present
Calm & Sense Communications September 2012 - Present
The Piseco Company June 2014 - Present
BioWorks Inc. January 2008 - August 2012
Wachovia, A Wells Fargo Company January 2004 - September 2006
Freed Advertising June 2001 - September 2003
Talent Tree October 2000 - June 2001
Coastal Banc October 1997 - October 2000
Ameritas Direct Life Insurance February 1992 - October 1997
Prime Equipment February 1990 - February 1992
Skills
Integrated Marketing, Digital Marketing, Marketing, Email Marketing, Strategic Communications, Public Relations, Product Development, B2B, Marketing Communications, Social Media, Marketing Strategy, Brand Development, Direct Marketing, Social Media Marketing, Advertising, Sales, Direct Mail, Newsletters, Competitive Analysis, Market Planning, Web Content, Packaging
Education
Syracuse University 1985 — 1988
BS, Communications
Carter's OshKosh B'gosh September 2010 - Present
Wachovia, A Wells Fargo Company June 2008 - September 2010
Bath & Body Works May 2007 - June 2008
Carter's OshKosh B'gosh September 2003 - May 2007
Skills
Merchandising, Fashion, Customer Satisfaction, Trend Analysis, Recruiting, Sales Management, Forecasting, POS, Team Building, Customer Experience, Coaching, Human Resources, Performance Management, Accountability, Schedules, Payroll, Hiring Practices, New Hire Training, Store Operations, Management Training..., Talent Management, Training Management, Customer Retention, Retail, Staff Retention, Leadership Development, Visual Merchandising, Driving Results, New Store Openings, Store Management, Loss Prevention, Retail Sales, Customer Service, Employee Training, Time Management
Education
Strayer University-North Carolina 2011 — 2014
Bachelor of Business Administration (BBA), Human Resources Management and Services
UNC Charlotte
Dables Jewels and Treasures April 2010 - Present
Wachovia, A Wells Fargo Company March 2001 - October 2008
Surety Bank January 1997 - March 2001
Skills
Retail Banking, Banking Operations, Direct Sales, Painting, Art, Sales Management, Craft, Retail, Wholesale, Core Banking, Jewelry Design
Education
University of Phoenix 2011 — 2015
Associate’s Degree, Business, Management, Marketing, and Related Support Services, Graduate
University of Phoenix 2012 — 2014
Associate of Arts and Sciences (AAS), Business, Management, Marketing, and Related Support Services
Strayer University (VA) 2011 — 2012
advertising and marketing
Alvarado High School 1987 — 1991
Diploma
Capital One November 2014 - Present
Capital One July 2011 - November 2014
Wachovia, A Wells Fargo Company August 1999 - November 2011
Pink Cookie Shoes August 2008 - December 2009
Skills
Banking, Risk Management, Management, Finance, Business Analysis, Human Resources, Financial Analysis, Financial Services, Relationship Management, Commercial Banking
Education
University of Phoenix 2010 — 2011
Graduate Accounting Certificate, Graduate Accounting Certificate
Strayer University 2006 — 2009
MBA, Finance
Strayer University 2002 — 2006
Bachelor's Degree, Business Administration and Management, General
AJM Consultants April 2007 - Present
AJM Consultants April 2007 - Present
Wachovia, A Wells Fargo Company June 2005 - July 2007
Mortgage Concepts November 2006 - April 2007
Wachovia Bank June 2005 - November 2006
Education
Temple University 2001 — 2005
BS, Finance, Criminal Justice
Pierce Business School
Business Management
Wells Fargo Bank July 2011 - Present
Wachovia, A Wells Fargo Company November 2010 - July 2011
Sears Holdings Corporation June 2010 - November 2010
Target February 2007 - January 2009
Target Corporation April 2005 - January 2007
The Community Builders, Inc. May 1996 - April 2005
Skills
Commercial Banking, Commercial Lending, Commercial Mortgages, Asset Based Lending, Credit Analysis, Credit Risk, Loan Origination, Lines Of Credit, Management, Retail, Store Management, Program Management, Project Planning, Business Analysis, Microsoft Office, Strategic Planning, Project Management, Customer Service, Financial Analysis, Financial Modeling, Portfolio Management, Training, Leadership, Budgets, Process Improvement, Customer Satisfaction, Team Leadership, Strategy, Sales, Team Building, Finance, Recruiting
Education
St. Thomas University 2013 — 2014
Master of Business Administration (M.B.A.), Accounting
University of Miami 2001 — 2004
BLA
Havening.Org 2012 - Present
FelicianaTello.com 2008 - Present
Wachovia, A Wells Fargo Company September 2006 - April 2008
JPMorgan Chase 2003 - 2006
Bank of New York 2001 - 2003
Skills
Small Business..., Customer Service, Banking, New Business Development, Insurance, Invoicing, Finance, Budgets, Leadership, Marketing, Training, Team Building, Small Business, Sales, Credit, Time Management, Presentation Coaching, Healing, Public Speaking, Social Media, Coaching, Management
Education
State University of New York at New Paltz 1984 — 1988
Bachelor of Science (BS), Theatre/Theater
cardozo
Raishein Productions, Inc. November 2001 - Present
Trinity Fellowship Church 2004 - 2010
Wachovia, A Wells Fargo Company 2007 - 2008
Education
State University of New York - System
Radio/ Television
Merrill Lynch September 2008 - Present
Wachovia, A Wells Fargo Company September 2005 - September 2008
JPMorgan Chase August 2000 - September 2005
Skills
Cash Management, Credit, Customer Service, Finance, Investment Advisory, Leadership, Loans, Management, Marketing, Mutual Funds, Portfolio Management, Retirement, Sales Operations, Strategic Planning, Strategy, Wealth Management
Education
Tarleton State University 1991 — 1994
BBA, Human Resources Management
TIAA-CREF March 2015 - Present
LPL Financial June 2014 - March 2015
Charlotte Couples June 2008 - March 2015
The Mergis Group August 2012 - November 2013
Wachovia, A Wells Fargo Company 2002 - 2008
Travelers Life & Annuity 1998 - 2002
Skills
Marketing Communications, Writing, Copywriting, Creative Development, Marketing Management, Communications Strategy, Corporate Communications, Internal Communications, Marketing Strategy, Project Planning, Project Execution, Social Media Marketing, Advertising, Budgeting, Team Leadership, Retirement Services, Product Marketing, Project Management, Creative Direction, Retirement, Management, Strategic Communications, Marketing, Leadership, Public Speaking, Sales
Education
Syracuse University 1986 — 1988
BS
Home June 2014 - Present
Charlotte State Banc Investor Services May 2013 - June 2014
Sequoia Financial Group July 2012 - February 2013
SunTrust Bank February 2008 - July 2012
Partners Bank of Naples June 2007 - February 2008
Huntington Private Bank, Naples December 2005 - July 2007
TIB Bank 2002 - 2004
Wachovia, A Wells Fargo Company 2000 - 2002
Skills
Loans, Commercial Banking, Banking, Commercial Lending, Investments, Retirement Planning, Finance, Credit, Leadership, New Business Development, Sales, Wealth Management, Private Banking, Financial Services, Management, Mortgage Lending, Small Business, Strategy, Strategic Financial..., Portfolio Management, Real Estate, Business Development, Financial Analysis, Risk Management, Financial Advisory
Education
St. Mary's College of Maryland 1979 — 1984
CASICO Asset Management, LLC May 2014 - Present
MNS Consulting Group LLC January 2009 - Present
JPMorgan Chase May 2006 - August 2009
Wachovia, A Wells Fargo Company 2005 - 2006
Merrill Lynch 2003 - 2005
Skills
Credit, Hedge Funds, Private Equity, Relationship Management, Wealth Management, Commercial Lending, Business Strategy, Business Planning, Credit Analysis, Financial Services, Investments, Marketing, Marketing Strategy, Portfolio Management, Business Development, Series 7, Alternative Investments
Education
State University of New York College at Plattsburgh 1993 — 1997
Wells Fargo Bank October 2009 - August 2012
Wachovia, A Wells Fargo Company August 2008 - July 2009
Wachovia, A Wells Fargo Company August 2007 - August 2008
Wachovia, A Wells Fargo Company September 2006 - August 2007
Bank of America 2003 - 2004
Bank of America 2001 - 2003
Skills
Event MC/Host, Speaker, Nonprofits, Workshop Development, Building Relationships, Social Networking, Marketing, Facebook, Social Media Marketing, Social Media Blogging, Blogging, Instagram, Twitter, Social Media, Sales Management, Leadership, Microsoft Word, Referrals, Customer Service, Sales, PowerPoint, Retirement, Project Management, Event Planning, Team Leadership, Treasury Management, Social Media Consulting, Social Media Integration, Facebook Fan Page..., Hootsuite, CRM, Public Speaking
Education
Career Path Academy 2012 — 2012
Real Estate Certificate, Real Estate
FINRA NASD Registration of Agents 2008 — 2008
Series 63, Series 63 Securities Law
FINRA NASD Registration of Agents 2007 — 2007
Series 6, Series 6 Securities License
State University of New York Empire State College
BS, Business Management
Wells Fargo Bank March 2010 - Present
Wachovia Corp 2006 - March 2010
Tyler Technologies June 2006 - November 2006
TD Banknorth November 2005 - June 2006
Wachovia, A Wells Fargo Company February 2002 - November 2005
Coss Development Corporation March 2001 - February 2002
First Union National Bank 1998 - 2001
First Union Home Equity Bank 1997 - 1998
First Union Home Equity Bank 1996 - 1997
Peoples Heritage Savings Bank 1993 - 1996
Skills
User Acceptance Testing, Requirements Gathering, Test Planning, Requirements Analysis, Business Requirements, Quality Assurance, Testing, Software Documentation, Business Analysis, SDLC, Test Cases, Management, Regression Testing, Project Management, Analysis, Manual Testing, Release Management, Gap Analysis, Functional..., Systems Analysis
Education
State University of New York College at Brockport 1979 — 1983
BA, Speech Communications(Radio and TV)
Newburgh Free Academy 1976 — 1979
BMO Harris Bank January 2015 - Present
BMO Harris Bank October 2013 - Present
Citizens Bank January 2011 - September 2013
Wachovia, A Wells Fargo Company October 2006 - January 2011
Wachovia August 2004 - September 2006
Skills
Banking, Retail Banking, Commercial Banking, Wealth Management, Coaching, Financial Services, Performance Management, Leadership, Credit, Strategy, Finance, Sales, Management, Strategic Planning, Executive Management, Recruiting, Team Building, Commercial Lending, Small Business Lending, Investments, Consumer Lending
Education
University of Phoenix 1999 — 2002
Masters Degree, Organizational Management (MAOM)
Strayer University 1994 — 1998
Bachelor of Science, Business Administration (BSBA)
Beachbody January 2014 - Present
Wachovia, A Wells Fargo Company October 2008 - June 2014
Wells Fargo Financial 2001 - 2007
Skills
Consumer Lending, Credit, Loans, Loan Origination, Small Business Lending, Mortgage Lending, Mortgage Banking, Sales, Finance, Customer Service, Management, Leadership, Team Building
Education
Strome College of Business 1999 — 2001
BS, Business and Public Administration
Personnel Resource, Inc. August 2014 - Present
Personnel Resource, Inc. February 2014 - February 2014
World Wildlife Fund March 2007 - November 2011
World Wildlife Fund June 2006 - March 2007
Wachovia, A Wells Fargo Company May 2005 - May 2006
Grand Lady Cruises 2002 - 2004
Office of Senator Charles Schumer 2003 - 2003
Skills
written Spanish, MS Office Suite, Writing, Budgeting, Economics, International..., Non-profits, International Relations, Songwriting, Project Accounting, Social Networking, Comparative Politics, Public Policy Research, Public Speaking, Staff Scheduling, Banquets, Spanish, Word, Facebook, Excel, Editing, Policy Analysis, Microsoft Office, Social Media, Blogging, Outlook, Customer Service, SharePoint, Government Contracting, Budgets, Research, Program Management, Event Management, Microsoft Word, Public Policy, Microsoft Excel, Event Planning, Nonprofits, Proposal Writing
Education
SUNY Fredonia 2001 — 2004
Bachelor of Science (B.S.), International Studies
SUNY at Buffalo 2000 — 2001
U.S. Department of the Treasury (Contracted by BAE Systems) December 2014 - Present
E-9 Corporation September 2012 - November 2014
Olgoonik Development, LLC December 2011 - July 2012
Miracle Systems, Washington DC May 2011 - December 2011
U.S. Department of State January 2011 - April 2011
Syracuse University January 2010 - December 2010
UNAIDS June 2010 - August 2010
Office of the Mayor, City of Syracuse, NY September 2009 - December 2009
Wachovia, A Wells Fargo Company June 2006 - June 2009
Skills
International Relations, Public Relations, Event Planning, Community Outreach, Strategic Communications, Non-profits, Public Policy, Public Speaking, Research, Social Media, Editing, Qualitative Research, Interpersonal..., Logistics Management, Management, Project Management, Adaptability, Writing, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Problem Solving, Budget Monitoring, Liaison, Organization, Cultural Awareness, Cultural Sensitivity, Public Diplomacy, Team Building, Motivated self-starter, Dependable Team Player, Ethical Decision Making, Security Clearance, Event Management, Nonprofits, Project Planning, Government, Marketing
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2009 — 2011
Master of Arts (M.A.), International Relations
Syracuse University- S.I. Newhouse School of Public Communications 2009 — 2011
M.S, Public Relations
University of Georgia - Terry College of Business 2002 — 2006
B.B.A, Marketing
ECPI University January 2010 - Present
SHARP EDGE ENTERPRISES, LLC March 2010 - Present
MKTG INC October 2009 - December 2009
Wachovia Securities January 2007 - March 2009
Wachovia, A Wells Fargo Company June 2004 - January 2007
MetLife (Richmond Financial Group) September 2001 - June 2004
Ameriprise Financial Services, Inc. (Formerly American Express Financial Advisors) January 1994 - September 2001
Skills
Insurance, Finance, Strategic Financial..., Credit, Training, Investments, Customer Service, Sales, Teamwork, Marketing, Project Management, Microsoft Office, Due Diligence, Leadership, Certified Professional..., Lotus Notes, Retail, Equities, Bonds, Positioning, Acquisitions, Funding, Public Speaking, Process Improvement, Security, Small Business, Program Management, Outlook, Analysis, Adult Education, Networking, Team Building, Strategy, Interviews, Strategic Planning, Microsoft Excel, Resume Writing, Human Resources, Organizational..., Change Management, Data Entry, Time Management, Coaching, Business Analysis, Business Development, Management, Policy, Higher Education, Market Research, Leadership Development
Education
Strayer University 2005 — 2007
MBA, Management
Virginia Commonwealth University - School of Business 1989 — 1993
BS, Marketing
Nottoway High School 1986 — 1989
Advanced Diploma, Business Foundations
Buck Consultants May 2008 - Present
Wachovia, A Wells Fargo Company October 2003 - April 2008
Towers Perrin April 1998 - October 2003
Mercer June 1987 - April 1998
Skills
Employee Benefits, Pensions, Retirement, Benefits Administration, Mergers & Acquisitions, Deferred Compensation, Employee Engagement, Project Management, 401k, ERISA, Executive Pay, Defined Contribution, Incentive Programs, Defined Benefit, Actuarial Science, Retirement Plan..., Strategy, Leadership, Consulting
Education
Stony Brook University 1979 — 1982
BS, Applied Mathematics and Statistics
Wachovia, A Wells Fargo Company June 2010 - January 2015
Cortera, Inc. 2009 - 2010
Skills
Salesforce.com, Sales Management, Credit, New Business Development, Marketing Strategy, Cold Calling, Account Management, Business Development, Customer Retention, Customer Service, Direct Sales, Lead Generation, Marketing, Microsoft Excel, PowerPoint, Real Estate, Sales, Selling, Social Networking, Strategic Planning, Team Building
Education
State University of New York College at Oneonta 1991 — 1995
Amerigroup December 2013 - May 2015
Amerigroup April 2012 - December 2013
Amerigroup March 2006 - April 2012
Amerigroup November 2004 - March 2006
Amerigroup March 2003 - November 2004
Amerigroup April 2002 - March 2003
Amerigroup July 2001 - March 2002
Amerigroup May 2000 - June 2001
Wachovia, A Wells Fargo Company September 1995 - October 1999
SunTrust Bank June 1994 - June 1995
Skills
Software Documentation, Access, Leadership, HIPAA, Insurance, Training, Management, Healthcare, Medicaid, Hospitals, Claim, Quality Assurance
Education
Strayer University 2004 — 2012
Associates, Accounting
Woods of Filmore April 2015 - Present
Capital City Bank Group, Inc. June 2014 - March 2015
Capital City Bank Group, Inc. January 2012 - June 2014
Capital City Bank Group, Inc. 2011 - 2012
Wachovia, A Wells Fargo Company October 2007 - October 2008
Lifetime Family Fitness August 2005 - August 2007
Citi September 2002 - August 2004
AOL September 1995 - November 2000
Skills
Banking, Retail Banking, Deposits, Consumer Lending, Credit, Commercial Lending, Strategic Planning, Web Chat, QuickBooks, Microsoft Word, Microsoft Excel, PowerPoint, Customer Satisfaction, Loans
Education
Tallahassee Community College 2009 — 2013
AA, Computer Engineer
Shire August 2015 — Present
American Tower October 2014 — August 2015
Blast Fitness May 2013 — August 2013
Worcester District Court June 2012 — August 2012
Suffolk County District Attorney's Office January 2011 — May 2011
BNY Mellon Wealth Management 2009 — 2009
Wachovia, A Wells Fargo Company June 2008 — August 2008
Skills
Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Word, Research, Social Media
Education
Suffolk University Law School 2011 — 2014
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, 3L
University of Massachusetts, Amherst 2006 — 2010
BBA, Finance and Operations Management
USAA January 2010 - Present
Wachovia, A Wells Fargo Company April 2009 - December 2009
Wachovia Bank June 2007 - October 2009
World Savings April 2006 - June 2007
H-E-B Grocery Company September 2003 - October 2005
H-E-B Grocery Company September 2002 - September 2003
H-E-B October 2001 - September 2002
USAA March 1986 - August 2001
Skills
Process Improvement, Project Management, Management, Microsoft SQL Server, Budgets, Procurement, Supply Chain, SDLC, Business Analysis, Systems Analysis, Visio, Requirements Analysis, SharePoint, Requirements Gathering, Vendor Management
Education
St. Mary's University 1985 — 2001
BAM, Management, Info Systems Mgmt
Texas A&M University
Wachovia, a Wells Fargo company February 2009 - Present
BizJournals.com March 2007 - February 2009
NASCAR Scene January 2008 - August 2008
Grid3 Internet Solutions January 2001 - March 2007
Studio Seven January 2000 - March 2007
Singapore Armed Forces January 2004 - June 2006
Skills
Computer Forensics, Network Forensics, Malware Analysis, Penetration Testing, Metasploit, Ruby, Ruby on Rails, Python, Django, PHP, Perl, MySQL, Reverse Engineering, Linux, Information Security, Web Applications, Unix, Software Development, CSS, AJAX, Databases, Shell Scripting, Solaris
Education
SANS Institute 2011 — 2011
FOR610, Reverse-Engineering Malware
SANS Institute 2010 — 2010
FOR508, Computer Forensic Investigations and Incident Response
Technology Management College 2002 — 2004
Associate of Art, Information Systems
Temasek Polytechnic 2000 — 2002
Technical Diploma, Mechatronics Engineering
Wachovia, A Wells Fargo Company 1995 - 2011
Education
SUNY at Stony Brook 1987 — 1989
Softchoice January 2014 - Present
JPMorgan Chase January 2010 - January 2014
Quality Financial Solutions July 2007 - January 2010
Wachovia, A Wells Fargo Company August 2006 - June 2007
Cellular Telephone Communications 1999 - 2006
Yuasa Exide 1994 - 1998
Preimier Industrial Corporation 1992 - 1994
AT&T 1990 - 1992
Skills
Reverse Mortgages, Residential Mortgages, Mortgage Lending, Mortgage Banking, FHA, Sales, Residential Homes, Investment Properties, Loan Origination, Loans, Negotiation, Refinance, Credit, Sales Process, Finance, USDA
Education
State University of New York College at Oneonta
Bachelor of Science, Business-Economics
TIAA-CREF March 2015 - Present
TIAA-CREF June 2011 - March 2015
United Guaranty Corporation December 2010 - June 2011
Wachovia, A Wells Fargo Company December 2009 - December 2010
Fidelity Investments September 2007 - December 2009
RMIC 2005 - 2007
Fannie Mae 1993 - 2005
Skills
PMP, SDLC, Project Portfolio..., Vendor Management, PMO, Program Management, Software Project..., Requirements Gathering, IT Strategy, Business Process..., Business Analysis, Change Management, Process Improvement, SharePoint, Risk Management, Requirements Analysis, Enterprise Architecture, Visio, Business Requirements, Business Process, Resource Management, Integration, IT Management, Agile Methodologies, Governance, MS Project, Agile Project Management, Project Management, Microsoft Project
Education
Toronto High School 1976 — 1981
Stanford University
First Citizens Bank August 2003 - Present
First Citizens Bank August 2003 - Present
Wells Fargo August 2000 - March 2003
Wachovia, A Wells Fargo Company 1995 - 1998
First Chicago NBD Corp. 1977 - 1995
NBD Bank 1977 - 1995
Skills
Wealth Management, Investment Advisory, Leadership, Portfolio Management, Training, Wealth, Financial Services, Banking, Retirement, Trust Management, Trust Services, Commercial Banking, Securities, Wealth Management..., Mutual Funds, High Net Worth..., Series 7
Education
St Mary's College 1973 — 1977
Bachelor of Business Administration (BBA), Marketing, Computer Science
Merchants United LLC April 2011 - Present
New Penn Financial, LLC October 2011 - July 2012
Fifth Third Processing Solutions May 2009 - April 2011
Wachovia, A Wells Fargo Company August 2007 - January 2009
Option One Mortgage May 1999 - August 2007
Armada Mortgage Services / Approved Federal Savings Bank December 1996 - May 1999
Skills
FHA, Real Estate, Loan Origination, Mortgage Lending, Refinance, Marketing, Team Building, Investments, Banking, Loans, Credit Analysis, B2B, Relationship Management, Mortgage Banking, Salesforce.com, Sales Management, Business Development, Account Management, Underwriting, Risk Management, Sales, Customer Service, VA loans, New Business Development, Residential Mortgages, USDA, Finance, Strategic Planning, Negotiation, Cold Calling, Credit, Investment Properties, FHA financing, Selling
Education
State University of New York at Buffalo - School of Management 1988 — 1990
MBA, Marketing and Finance
State University of New York College at Fredonia 1984 — 1988
BA, Economics, Finance
Kenmore West Senior High School 1980 — 1984
Regents, General Business
WellMed Medical Management January 2014 - Present
Clear Channel Communications June 2011 - Present
Wachovia, A Wells Fargo Company May 2009 - April 2011
Wachovia June 2008 - November 2008
Wachovia August 2003 - May 2008
Skills
SharePoint, Lotus Notes, Requirements Analysis, SDLC
Education
St. Mary's University 1996 — 1998
BBA, Marketing
Our Lady of the Lake University
Master of Science, Information Systems & Security
CSC October 2011 - Present
Wells Fargo Bank May 2010 - August 2011
Wells Fargo October 2009 - May 2010
Wachovia April 1998 - October 2009
Wachovia, A Wells Fargo Company 1998 - 2009
Curtin, Nolan and Ryan May 1996 - December 1997
Office of the Comptroller of the Currency December 1994 - May 1996
Associates Relocation Management Company June 1990 - December 1994
Skills
Relocation, Global Mobility, Employee Benefits, Process Improvement, Business Strategy, Program Management, Real Estate, Vendor Management, Contract Negotiation, Human Resources, Talent Management, Management, Talent Acquisition, Corporate Relocation, Mergers & Acquisitions, Leadership, Expatriate Management, Payroll, HR Policies, Employee Engagement, Policy, Employee Relations, Performance Management, Recruiting, Analysis, Onboarding, Sales, Customer Service, Training
Education
St. John Fisher College
Communications/Journalism
RJMT April 2004 - Present
Panam Mortgage and Financial Services 2004 - 2009
Baruch College 1986 - 2002
Orthodox Union October 1999 - August 2001
Wachovia, A Wells Fargo Company 1988 - 2000
CCI Communications 1984 - 1986
SIAC 1983 - 1984
Skills
Visio, Account Management, Personnel Management, Software Development, Strategic Planning, Integration, Negotiation, Training, Vendor Management, CRM, Business Development, Banking, Leadership, Finance, Team Building, Change Management, Entrepreneurship, Team Leadership, Management, Start-ups, Security, Access, Program Management, MS Project, Management Consulting, Business Intelligence, Business Analysis, Analysis, Sales, Project Planning, Mortgage Lending, Loans, Strategy, Process Improvement, Business Strategy, Business Process..., Project Management
Education
Temple University 1980 — 1982
MBA, Management
Union University-Albany Law School 1979 — 1980
MS, Computers
Union College 1976 — 1980
BS, Computer Science
YHSQ 1976 — 1980
CapitalSource April 2011 - Present
JPMorgan Chase August 2010 - March 2011
Bank of Texas February 2009 - August 2010
Southwest Bank September 2007 - January 2009
Wachovia, A Wells Fargo Company 2005 - 2007
Temucula Valley Bank 2004 - 2005
Bank United 1999 - 2001
Inwood National Bank 1997 - 1999
Skills
Loans, Small Business Lending, Credit, Commercial Lending, Commercial Banking, Small Business, SBA, Underwriting, Business Development, Financial Structuring, Portfolio Management, Banking, Loan Origination, Asset Based Lending, Investment Properties, Commercial Mortgages, Mortgage Lending, Credit Analysis, Real Estate, Finance, Commercial Real Estate, Lines Of Credit
Education
Texas A&M University 1990 — 1993
B.S., Agricultural Economics
Tarleton State University
Genworth Financial June 2012 - Present
Genworth Mortgage Insurance November 2007 - June 2012
Wachovia, A Wells Fargo Company July 2005 - November 2007
SouthTrust Bank 2001 - 2005
Skills
Financial Analysis, Commercial Banking, Credit, Banking, Analysis, Strategic Planning, Budgets, Loans, Mortgage Lending, Commercial Lending, Portfolio Management, Risk Management, Cash Management, Investments, Microsoft Excel, Training, Training Delivery, Quality Assurance
Education
State University of New York College at Oneonta 2007 — 2012
Bachelor of Business Administration (BBA), Management
Strayer University 2007 — 2012
Bachelors, Business Administration
Wells Fargo 2009 - Present
Wachovia, A Wells Fargo Company October 2000 - Present
A.G. Edwards October 2000 - July 2009
INTRAV September 1997 - October 2000
Clipper Cruise Line March 1992 - October 1994
Maritz Travel Company May 1990 - March 1992
Skills
Requirements Gathering, SDLC, Visio, Business Analysis
Education
St. Louis Community College 1986 — 1990
Wachovia Bank June 2000 - Present
Wachovia a Wells Fargo Company June 2000 - Present
Wachovia, A Wells Fargo Company 2000 - 2010
World Savings June 2000 - February 2009
Skills
Banking, Commercial Banking, Consumer Lending, Finance, Leadership, Loans, Mortgage Lending, Retail Banking, Small Business Lending
Education
State University of New York - System 1985 — 1986
Half Hollow Hills
Captive-Aire Systems July 2012 - Present
Allscripts October 2011 - July 2012
Credit Suisse May 2011 - January 2012
Norfolk Southern August 2010 - May 2011
Wachovia, A Wells Fargo Company April 2010 - August 2010
Interactive Achievement, Inc. January 2010 - March 2010
SoftWise July 2008 - December 2009
Vitech May 2006 - July 2008
National Diabetic Pharmacies October 2003 - May 2006
LEGO Education North America 1988 - 1990
Skills
WPF, C#, WinForms, Multithreading, WCF, Microsoft SQL Server, ASP.NET, Silverlight, Embedded Software, .NET, C# 4.0, Visual Studio, Software Development, Software Engineering, VB.NET
Education
State University of New York Institute of Technology at Utica/Rome 1994 — 1998
BS, Computer Science
Lowe's Companies, Inc. September 2014 - Present
Lowe's Home Improvement November 2013 - September 2014
Lowe's Home Improvement October 2011 - November 2013
Wells Fargo Bank June 2010 - June 2011
Wachovia, A Wells Fargo Company October 2006 - June 2010
Wachovia September 2005 - October 2006
Wachovia November 2003 - September 2005
Skills
Leadership, Process Improvement, Management, E-commerce, Analytics, Training, Customer Satisfaction, Customer Experience, Banking, Mergers & Acquisitions, Financial Services, Business Analysis, Vendor Management, SDLC, Visio, Relationship Management, Program Management, CRM, Business Process..., Strategy, Requirements Gathering, Cross-functional Team...
Education
State University of New York College at Geneseo 1999 — 2003
Bachelors, Business Administration
Wells Fargo Bank August 1993 - Present
Wachovia Capital Finance June 1993 - Present
Wachovia, A Wells Fargo Company 1993 - Present
CIT August 1989 - June 1993
Skills
Credit, Management, Underwriting, Portfolio Management, Financial Analysis, Finance, Credit Analysis, Capital Markets, Banking, Financial Modeling
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1993
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1985 — 1989
BS, Finance
Garden City HS 1982 — 1985
Wells Fargo Private Bank March 2014 - Present
Wells Fargo Bank November 2011 - March 2014
Wells Fargo Advisors November 2011 - March 2014
Wells Fargo Bank January 2010 - November 2011
Wachovia, A Wells Fargo Company October 2007 - January 2010
Wachovia, A Wells Fargo Company May 2006 - October 2007
AIG June 2005 - May 2006
Skills
Series 7, Series 63, Retirement Planning, Investments, Wealth Management, Loans, Private Banking, Small Business Lending, Banking, Retirement, Credit, Mutual Funds, Commercial Lending, Portfolio Management, Finance, Mortgage Lending, Securities, Credit Analysis, Financial Services, Strategic Financial..., Commercial Banking, Asset Allocation, Relationship Management, Asset Management, Equities, Fixed Income, Financial Analysis, Risk Management, Consumer Lending, Estate Planning, Insurance, Loan Origination, Customer Service, Lines Of Credit, Investment Advisory, Mortgage Banking, Financial Advisory, Underwriting, Credit Risk, Cash Management
Education
Stetson University 2001 — 2005
B.B.A., Business
Avon Old Farms School 1997 — 2001
American National Bank of Texas July 2009 - Present
BBVA Compass June 2005 - June 2009
Wachovia, A Wells Fargo Company April 2000 - June 2005
Skills
Treasury Management, Cash Management, Banking, Treasury Services, Banking Relationships, Retail Banking, Remote Deposit Capture, Treasury, Lockbox, ACH, Consumer Lending, Cross Selling, Credit Risk, Relationship Management, Loan Origination, Internet Banking, Merchant Services, Branch Management, SBA, Asset Based Lending, Financial Services, Branch Banking, Payments, Credit Cards, Middle Market, Electronic Payments
Education
Stephen F. Austin State University 1990 — 1993
BBA, Business Administration
Pine Tree ISD 1975 — 1988
High School Diploma
Wells Fargo May 2013 - Present
Wachovia, A Wells Fargo Company November 2010 - March 2011
World Networking Services June 2010 - October 2010
Dassault Systemes June 2005 - November 2008
Dassault Systemes October 2000 - June 2005
International Computex Inc November 1996 - October 2000
Special Metals Corp 1995 - 1996
Special Metals Corp 1987 - 1993
Skills
MatrixOne, Software Development, Java, Java Enterprise Edition, C++, Oracle, Catia, Unix, Product Lifecycle..., Websphere, Linux, XML, SQL, SDLC
Education
SUNY Polytechnic Institute 1995 — 1996
B.S., Computer and Information Science
Wells Capital Management December 2013 - Present
Wells Fargo September 2008 - July 2013
Wells Fargo December 2004 - September 2008
Wachovia, A Wells Fargo Company September 2002 - December 2004
Mizuho Corporate Bank November 2000 - September 2002
Goldman Sachs November 1999 - November 2000
Skills
Derivatives, Capital Markets, Fixed Income, Banking, Investment Banking, Risk Management, ISDA, Document Management, Interest Rate..., Energy Derivatives, Derivative Operations, Credit Derivatives, Regulatory Submissions, Regulatory Requirements, Reports, Scrittura, Calypso, Endur, Microsoft Office, Management, Mentoring, FX Derivatives, MBA, Hedge Funds, Contract Negotiation, Financial Services, Bonds
Education
Wake Forest University - Babcock Graduate School of Management 2009 — 2011
Master of Business Administration (M.B.A.)
State University of New York at Albany 1997 — 1999
Bachelor of Arts (B.A.), Economics
State University of New York College of Agriculture and Technology at Morrisville 1995 — 1997
Associate of Arts (A.A.), Accounting
BBVA Compass May 2015 - Present
State Farm Insurance August 2012 - Present
State Farm Insurance June 2011 - August 2012
State Farm Insurance November 2009 - June 2011
Bank of America January 2008 - May 2009
Wachovia, A Wells Fargo Company December 2005 - January 2008
Skills
Recruiting, Series 63, Series 6, Business Development, Estate Planning, Relationship Management, Insurance, Leadership, Risk Management, Sales, Team Leadership, Banking, Financial Services, Life & Health Insurance..., Permanent Life Insurance, Health Insurance, Mutual Funds, Term Life Insurance, Investments, Disability Insurance, Retirement Planning, Loans, Strategic Financial..., Whole Life, Wealth Management, Long Term Care Insurance, Financial Advisory, Universal Life, Sales Management, Life Insurance, Fixed Annuities, Long-term Care
Education
St. Mary's University 2000 — 2004
BBA, Business Administration
Cranberry Way March 2012 - Present
Democratic National Convention June 2012 - June 2012
Holiday Retirement January 2010 - October 2011
The Shaw Group June 2008 - September 2009
Wachovia, A Wells Fargo Company May 2005 - May 2008
Walt Disney World September 2003 - July 2006
Walt Disney World Resort Call Center January 2001 - September 2003
Walt Disney World Food and Beverage Department December 1999 - January 2001
Walt Disney World Resort Organizational Improvement October 1999 - December 1999
DISNEY CRUISE VACATIONS/ DISNEY CRUISE LINE September 1997 - October 1999
Skills
Employee Engagement, Talent Management, Performance Management, Employee Relations, Organizational..., Leadership Development, Training, Change Management, Coaching, Organizational..., Leadership, Team Building, Human Resources, Hiring, Onboarding, Project Planning, New Hire Orientations, Start-ups, Talent Acquisition, Succession Planning, Culture Change, Recruiting, Workforce Planning, Interviews, College Recruiting, Applicant Tracking..., Employee Training, Customer Service, Training Delivery, HR Policies, New Business Development, HR Consulting, Personnel Management, Deferred Compensation, Career Development, Employee Benefits, HRIS, Strategy, Workshop Facilitation
Education
Stetson University 1997 — 2000
Master of Science, School Counseling and Family Consultation
University of Nebraska 1988 — 1993
Bachelor of Arts, Psychology
US Bank July 2010 - 2012
Wachovia, a Wells Fargo Company July 1996 - June 2010
NCR Corporation January 1989 - June 1996
Skills
P&L Management, Product Management, Payments, New Business Development, Client Relationship..., Product and Service..., Process Improvement, Cross-functional Team..., Credit Cards, Sales Management, Payment Processing, Merchant Services, CRM, Product Innovation, Strategy, Payment Card Processing, Commercial Banking, Financial Services, Business Development, Leadership, Relationship Management
Education
State University of New York College at Geneseo
BS
Wells Fargo Bank April 2014 - Present
Wells Fargo Bank May 2010 - March 2014
Wachovia, A Wells Fargo Company March 2005 - May 2010
Skills
Derivatives, Trading, Foreign Exchange, International Sales, Financial Risk, Banking, Hedging, Risk Management, FX Options, Middle Office, Payments, Fixed Income, Treasury Management, Capital Markets, Portfolio Management, Financial Services
Education
State University of New York College at Oneonta 1995 — 1999
BS, Business Economics
Taylor Made Truckers Service Inc Audit SupervisorNorth Carolina Department of RevenueOctober 2006 - April 2012
Robert Half International January 2006 - October 2006
Sumitomo Electric Lightwave November 2000 - July 2002
Wachovia, A Wells Fargo Company October 1997 - November 2000
Skills
Auditing, Personnel Management, General Ledger, Accounting, IFTA, Accounts Receivable, Accounts Payable, Variance Analysis, Financial Reporting, Payroll, Tax, Financial Statements
Education
Strayer University 2003 — 2005
MBA, Management
Winston-Salem State University 1992 — 1996
Bachelor of Science, Accounting
Athens Drive High School
PNC March 2012 - Present
RBC Bank August 2003 - March 2012
Wachovia, A Wells Fargo Company May 1982 - September 2001
Skills
Credit, Risk Management, Banking, Financial Modeling, Portfolio Management, Loans, Underwriting, Credit Analysis, Commercial Lending, Commercial Banking, Business Development, Credit Risk, Cross-functional Team..., Financial Structuring, Treasury Management
Education
State University of New York College at Buffalo
BS, School of Management
University of North Carolina at Greensboro
MBA, Finance
Wells Fargo February 1990 - Present
Wachovia, a Wells Fargo Company 1990 - Present
Wells Fargo Corporation 1990 - Present
First Union National Bank 1990 - 2000
Education
Syracuse University
American Express 2011 - Present
Wachovia, A Wells Fargo Company August 2008 - May 2011
Hewitt Associates 2005 - 2008
Wachovia, A Wells Fargo Company 2003 - 2005
Fidelity Investments 1995 - 2002
Skills
Management, Instructional Design, E-Learning, SharePoint, Captivate, Training, Leadership Development, Workshop Facilitation, Learning Management, Leadership, Technical Writing, Learning Management..., ADDIE, Banking, Content Management, Adult Education, Needs Analysis, Instructor-led Training, Requirements Analysis, Performance Consulting, Organizational..., Project Management, SnagIt, Employee Training, Training Delivery, Visio, Human Resources, Blended Learning, Software Documentation, CRM, Consulting, Content Development, Curriculum Design, Call Centers, Technical Training, Performance Improvement, Knowledge Management
Education
Syracuse University
BS, Marketing and Finance
University of Massachusetts Boston
Masters, Instructional Design
Robert Half International December 2010 - Present
The Human Development Corporation December 2010 - April 2011
Wachovia, A Wells Fargo Company January 2004 - March 2009
A.G. Edwards & Sons, Inc. September 1999 - March 2004
Education
St. Louis Community College 1982 — 1988
Business Adminstration
Hardin Compliance Consulting LLC March 2014 - Present
Education Law Center September 2013 - February 2014
Syracuse University September 2012 - May 2013
Education Law Center June 2012 - August 2012
Syracuse University Parent Advocacy Center September 2011 - May 2012
Syracuse University August 2011 - May 2012
JetBlue Airways June 2011 - August 2011
Wachovia, A Wells Fargo Company March 2010 - August 2010
Wells Fargo Financial May 2009 - March 2010
Paychex January 2009 - May 2009
Skills
Fundraising, Event Planning, Policy, Research, PowerPoint, Leadership, Microsoft Office, Microsoft Excel, Legal Research, Legal Writing, Recruiting, Competitive Analysis, Advertising, Westlaw, Policy Analysis, Editing, Outlook, Public Speaking, Securities Regulation, Securities Compliance
Education
Syracuse University College of Law 2010 — 2013
Juris Doctor
Syracuse University School of Education 2012 — 2013
Master of Science (M.S.), Cultural Foundations of Education
State University of New York College at Geneseo 2005 — 2009
BA, Communication: Interpersonal/Organizational
Vantage Bank Texas 2010 - Present
Wachovia, A Wells Fargo Company 2009 - 2010
Wachovia, A Wells Fargo Company 2005 - 2009
Bank of America 2003 - 2005
Bank of America 1995 - 2003
Skills
Forecasting, Financial Modeling, Finance, Strategic Financial..., Financial Reporting, Managerial Finance, Strategic Planning, Project Management, Executive Management, Accounting, Internal Controls, Pricing, Coaching, Banking, ALM, Financial Analysis, Microsoft Excel, Investments, Performance Management, Commercial Banking, Financial Risk, Leadership, Retail Banking, Analysis, Management, Financial Services, Risk Management, Loans, Consumer Lending, Credit Risk, Treasury Management, Credit Analysis, Portfolio Management, Small Business Lending, Credit, Mergers & Acquisitions, Mortgage Banking, Mortgage Lending, Training, AML
Education
Stephen F. Austin State University
BBA, Finance
Citi December 2012 - Present
Wells Fargo - The Private Bank November 2010 - Present
Wells Fargo - The Private Bank April 2010 - November 2010
Wells Fargo - The Private Bank March 2008 - April 2010
Wachovia, A Wells Fargo Company October 2007 - March 2008
Skills
Insurance, Banking, Excel, PowerPoint, Word, Business Analysis, Customer Service, Risk Management, Wealth Management, Microsoft Word, Microsoft Excel
Education
Temple University
Bachelor's, Finance
BB&T June 2010 - Present
Wachovia, A Wells Fargo Company July 1997 - September 2009
ARC November 1996 - May 1997
Phonetree October 1993 - August 1996
Millard Fillmore Hospital June 1985 - October 1993
Education
Syracuse University 1979 — 1982
BS, Computer Science
Wells Fargo May 1995 - Present
Wachovia a Wells Fargo Company 1995 - Present
Wachovia Trust 1995 - Present
Skills
Banking, Investments, Strategic Planning, Charitable Trusts, Portfolio Management, Wealth Management, Philanthropy, Retirement Planning, High Net Worth..., Charities, Retirement, Investment Advisory, Wealth Management..., Investment Strategies, Wealth, Trust Services, Series 7
Education
CFA Institute
CFA
Susquehanna University
Bachelor of Science (B.S.) - Economics, Finance
Bank of America July 2010 - Present
Wells Fargo October 2009 - July 2010
Wachovia, A Wells Fargo Company February 2007 - June 2008
Wachovia, A Wells Fargo Company May 2003 - November 2006
Fleet Bank June 2000 - May 2003
Skills
Banking, Credit, Cash Management, Loans, Accounting, Accounts Receivable, Management, Payments, General Ledger, Mergers, Consumer Lending, Small Business Lending, Commercial Lending, Lines Of Credit, Credit Analysis, Commercial Banking, Strategic Planning, Loan Origination, Mortgage Lending, Mortgage Banking
Education
Suffolk University - Sawyer Business School 1998 — 2000
MBA, Management
University of Scranton 1994 — 1998
BS, Management
Mint Hill Athletic Association 2004 - Present
The Next Level 1999 - Present
Wachovia, A Wells Fargo Company December 1995 - Present
Wachovia Bank 1995 - Present
Nike 2009 - 2012
Strayer University 2005 - 2012
US Army 1985 - 1993
Schweinfurt Ballbearings Football (GFL) March 1987 - April 1991
Skills
Coaching, Financial Analysis, Leadership, Leadership Development, Loans, Management, Microsoft Office, Non-profits, Operations Management, Process Improvement, Program Management, Project Management, Public Relations, Risk Management, Strategic Planning, Team Building, Team Leadership, Training, Vendor Management
Education
Strayer University (VA) 2002 — 2004
MBA, Management
Fayetteville Sate University 1993 — 1995
BS, Business Administration/Economics
Wachovia, A Wells Fargo Company Engineering Group LeaderEastman KodakOctober 1988 - August 1996
Education
State University of New York College at Buffalo 1983 — 1985
MBA, MIS, Management Science
University of North Carolina at Wilmington 1978 — 1981
Wells Fargo January 2012 - Present
Wachovia Bank, NA - Wholesale November 2009 - Present
Wachovia, A Wells Fargo Company July 2004 - November 2009
Education
Syracuse University 1994 — 1997
BS, Biology, Chemistry
Wells Fargo Home Mortgage December 2009 - Present
Wachovia, A Wells Fargo Company October 2008 - January 2010
Wachovia May 2006 - 2009
Wachovia Bank / World Savings 2003 - 2009
World Savings 2003 - 2006
Education
Stephen F. Austin State University 1977 — 1980
BBA, Info Systems
Godfrey-Dean, Incorporated June 2011 - September 2012
Wells Fargo January 2010 - July 2011
Wachovia, A Wells Fargo Company April 2006 - June 2009
Bank of America September 2004 - September 2005
Sapphire Technologies February 2004 - September 2004
IBM December 2000 - June 2004
Parks & Company LLC. April 1997 - November 1999
International Business Machines June 1983 - November 1994
International Business Machines June 1982 - November 1994
Skills
SDLC, Program Management, Business Process..., Cross-functional Team..., Process Improvement, PMP, Integration, Project Management, MS Project, Risk Management, Business Process, Management, Project Planning, Business Strategy, Leadership, Strategic Planning, Governance, CRM, Strategy, Analysis, Outsourcing, Enterprise Software, Software Documentation, Requirements Gathering, Vendor Management, E-commerce, Project Portfolio...
Education
State University of New York College at Plattsburgh
BA
On Sabbatical Solutions Support ArchitectInterwovenJune 2008 - August 2008
Wachovia, A Wells Fargo Company March 2006 - November 2007
PHH Mortgage February 2004 - March 2006
ICG Commerce July 2003 - January 2004
Bank of America November 2000 - December 2002
Education
Villanova University 1999 — 2001
MS, Computer Science
Temple University 1997 — 2000
MS, Mechanical Engineering
Wachovia, A Wells Fargo Company Project ManagementWachovia Bank
Skills
Banking, Credit, Loans, Risk Management, Financial Services, Vendor Management, Portfolio Management, Process Improvement, Business Analysis, Team Building, Series 7, Relationship Management
Education
State University of New York College at Geneseo 1983 — 1986
Management Science, Human Relations
HCL Technologies/ USAA (Contract) September 2014 - Present
The Exchange August 2012 - August 2014
The Exchange August 2010 - August 2012
Wachovia, A Wells Fargo Company June 2008 - August 2010
Covenant Design Technologies 2007 - 2008
Skills
Active Directory, Windows Server, TCP/IP, Operating Systems, Troubleshooting, Software Installation, Linux, Wireless Networking, Networking, Windows, CCNA, Help Desk Support, Testing, Microsoft Certified..., Visual Basic, Red Hat Linux, Windows Vista, Telecommunications, Security+, Windows 7, Technical Support, BMC Remedy, McAfee Webgateway 7.2, McAfee EPO, McAfee Web Reporter, RSA enVision, Netscout, Servers, VPN, Printers, CompTIA, A+ Certified, Security, Software Documentation, Network Security
Education
Tarleton State University 2013 — 2015
Bachelor's Degree, Information Technology
ITT Technical Institute 2003 — 2005
Associate, Information Technology/Computer Network Systems
JPMorgan Chase May 2012 - Present
21st Century Insurance March 2011 - May 2012
Wachovia, A Wells Fargo Company May 2009 - October 2010
Bank of America 2006 - 2008
Skills
Microsoft Office, Microsoft Works, Lotus Notes, Consumer Lending, Credit, Student Loans, Health Insurance, Insurance
Education
Strayer University (DE) 2009 — 2013
Criminal Justice, Junior
University of Delaware 2005 — 2006
Clearview Capital Management LLC April 2010 - February 2015
Wachovia, A Wells Fargo Company January 2006 - January 2010
JP MORGAN CHASE BANK January 2003 - January 2006
JPMorgan Chase 2000 - 2003
CANADIAN IMPERIAL BANK OF COMMERCE January 1999 - January 2000
Skills
Derivatives, FX Options, Hedge Funds, Currency, Commodity, Fixed Income, Capital Markets, Equities, Middle Office, Investments, Management, Options, FX Trading, Foreign Exchange Risk..., Bloomberg, Investment Banking
Education
State University of New York at Stony Brook 1994 — 1999
Bachelor of Arts, Political Science
Stony Brook University
BB&T 2011 - Present
Citi 2009 - 2011
EDS Credit Union 2009 - 2009
Wachovia, A Wells Fargo Company August 2004 - February 2008
Bank of America August 1998 - 2004
Skills
Banking, Finance, Loans, Financial Services, Coaching, Team Building, Mortgage Lending, Sales Process, Retirement Planning, Customer Service, Small Business, Credit Cards, Consulting, Spanish, Credit, Credit Analysis, Commercial Banking, Portfolio Management
Education
Old Dominion University - College of Business and Public Administration 1991 — 1995
Bachelor of Science, Finance and Economics
Strome College of Business 1986 — 1995
Bachelor of Science, Finance with Economics and International Management
Poquson High School 1982 — 1986
M&T Bank July 2011 - Present
Wachovia, A Wells Fargo Company July 2008 - January 2009
Skills
Credit, Customer Service, Leadership, Loans, Management
Education
State University of New York College at Buffalo
Bachelor of Applied Science (BASc)
TD Bank Group June 2008 - Present
Wachovia, A Wells Fargo Company 2006 - 2007
Wachovia, A Wells Fargo Company 2004 - 2006
Wells Fargo 1996 - 2006
Skills
Loans, Investments, Small Business, Coaching, Customer Service, Leadership, Student Financial Aid, Financial Aid..., Banking, Commercial Banking, Branch Banking, Operations Management, Financial Analysis, Financial Services, Financial Management..., Sales Management, Marketing Strategy, Team Leadership, Team Management, Cross-functional Team..., Staff Management, Staff Training, Training Delivery, Operational Oversight, Financial Oversight, Workflow Management, Performance Management, Strategic Hiring, Revenue & Profit Growth, Revenue Enhancement, Financial Planning, Financial Risk, Risk Management, Financial Strategy, Business Development, Staff Development, Student Affairs, Student Engagement, Employee Engagement, Stakeholder Engagement, Customer Retention, Business Process..., Management, Retail Banking, Sales, Relationship Management, Marketing, Finance, Strategic Planning
Education
Strayer University (VA)
Master of Business Administration (MBA), Business Administration
Thomas Edison State College
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Union County College
Associate’s Degree, Business Administration and Management, General
Abercrombie & Fitch December 2012 - Present
TIAA-CREF June 2011 - December 2012
Wachovia, A Wells Fargo Company March 2010 - June 2011
LendingTree.com July 2001 - January 2010
Skills
SDLC, Agile Methodologies, SSRS, SSIS, Analytics, SharePoint, T-SQL, Microsoft SQL Server, Software Project..., SQL, SOA, .NET, Visio, Web Services, VB.NET, IIS, Business Analysis, Business Intelligence, Software Development, XML, JavaScript, Testing, Web Development
Education
State University of New York at Buffalo - School of Management 1993 — 1995
MBA, Manufacturing and Operations Management
University at Buffalo 1988 — 1992
BA, Economics
Wachovia, A Wells Fargo Company
Skills
Credit, Loans, Mortgage Lending, Credit Analysis, Portfolio Management, Commercial Banking, Retail Banking, Risk Management, Relationship Management, Financial Analysis, Investments, Commercial Lending
Education
Syracuse University 1974 — 1978
Federal Reserve System December 2002 - Present
Wachovia, A Wells Fargo Company April 1987 - December 2002
Skills
Operating Systems, SAN, Disaster Recovery, Data Center, Servers, Enterprise Architecture, Security, Computer Security, Enterprise Storage, Cisco Technologies, High Availability, ITIL, System Administration, AIX, Enterprise Software, Network Security, Unix, Troubleshooting, Storage, Testing, Software Installation, Project Management, Storage Area Networks, IT Management, VMware ESX, Business Continuity, Virtualization, Windows Server, Integration, Windows, Solaris, VMware, Technical Support, Databases
Education
Strayer University
BS, Information Systems
BB&T April 2013 - Present
Hampton Inn/Embassy Suites February 2004 - June 2015
Wachovia, A Wells Fargo Company August 2007 - February 2012
IUC, Inc. March 2005 - February 2006
SAMS CLUB August 2002 - January 2004
Skills
Banking, Call Centers, Credit, Loans, Retail Banking, Consumer Lending, Mortgage Lending, Customer Service, Commercial Banking, Cross Selling, Customer Satisfaction, Credit Analysis, Small Business Lending, Customer Experience, Underwriting, Telephone Skills
Education
Strayer University 2013 — 2015
Bachelor of Business Administration (BBA)/Banking , Banking and Financial Support Services
Strayer University-North Carolina 2013 — 2015
Bachelor of Business Administration (B.B.A.), Banking, 3.2
TIAA-CREF August 2015 - Present
GE Capital (now Synchrony Financial) December 2013 - July 2015
Bank of America May 2012 - December 2013
Bank of America July 2009 - October 2012
Bank of America October 2007 - July 2009
Bank of America December 2005 - October 2007
Wachovia, A Wells Fargo Company March 2003 - December 2005
Wachovia Insurance March 2001 - March 2003
Skills
Operational Risk..., Disaster Recovery, Business Continuity, Program Management, Facilities Management, Risk, Crisis Management, Risk Mitigation, Compliance, Risk Assessment, Process Improvement, Process Engineering, Enterprise Risk..., Visio, Cross-functional Team..., Strategic Planning, Governance, IT Governance, Policy, Financial Risk, Risk Management, Information Security, Project Management, Emergency Management, IT Audit, Leadership, Strategy, Business Continuity..., Management, Banking, Information Technology, Project Planning, Vendor Management, PMO, SDLC, Analysis, Training, Operational Risk, Business Process...
Education
State University of New York College at Oswego 1994 — 1997
Bachelor's Degree, Technology Education, 3.73
Wachovia, A Wells Fargo Company March 2009 - May 2011
GEICO May 2005 - September 2008
Stony Brook University July 2002 - July 2005
Stony Brook University September 2004 - December 2004
Education
State University of New York at Stony Brook 2001 — 2005
Bachelor of Science, Business Management
Touro College
Master of Science, Early Education and Special Education, Birth to Grade 2
Guilford County Schools August 2013 - Present
Guilford County Schools August 2012 - June 2013
Wachovia, A Wells Fargo Company March 2008 - September 2011
First Citizens Bank February 2007 - March 2008
Wachovia, A Wells Fargo Company March 2002 - February 2007
Center for Creative Leadership August 1999 - March 2002
Skills
Microsoft Suites, Financial Analysis, Client Development, Client Education, Training and Development, Management, Finance, Time Management, Customer Service, Small Business, Staff Development
Education
University of Phoenix 2008 — 2013
EDD, Doctor of Education
Strayer University 2005 — 2007
MED, Education
University of Minnesota Duluth 1994 — 1999
BA, English, Psychology, Biology
Orrico Realty Sales AssociateOrrico Realty2012 - Present
Wachovia, A Wells Fargo Company October 2007 - November 2010
Skills
Home Equity Loans, Sales, Investments, Loans
Education
Stetson University 2001 — 2005
CNHS 1999 — 2001
Business Administration and Management, General, A
Union Bank July 2015 - Present
Wells Fargo May 2010 - July 2015
Wachovia, A Wells Fargo Company October 2007 - April 2010
World Savings January 2006 - October 2007
Skills
Customer Service, Program Management, Loans, Banking, Mortgage Lending, Credit, Sales Management, Risk Management, Retail Banking, Team Leadership, Operations Management, Sales, Strategic Financial..., Leadership, Business Analysis, Project Management, Investments, Vendor Management, Cross-functional Team..., Insurance, Series 7, Retirement Planning, Relationship Management, Financial Analysis, Financial Services, Team Building
Education
Tehnièeski universitet Sofija 1982 — 1987
MS, Electrical Engineering
Bank of America June 2011 - Present
Wachovia, A Wells Fargo Company July 2010 - June 2011
ALDO Groupe August 2008 - April 2010
Home Quest Mortgage September 2006 - July 2007
Education
Sullivan University 2000 — 2005
Marketing
Wachovia, A Wells Fargo Company June 1999 - Present
JCPenney November 1998 - July 1999
Liner Agencies March 1993 - October 1998
Education
Strayer University-Virginia 2004 — 2009
BSC ACCOUNTING, ACCOUNTING AND FINANCE
Strayer University-Virginia
BSC ACCOUNTING, ACCOUNTING, FINANCE MINOR
Wachovia, A Wells Fargo Company November 2005 - Present
Skills
Business Analysis, Access, Risk Management, Security, Troubleshooting, Active Directory, Process Improvement, Disaster Recovery, Visio, Software Documentation, Vendor Management, SDLC, SharePoint
Education
Strayer University 2000 — 2008
Business Administration, Economics, Information Security
Virginia Western 1993 — 1997
Business Administration, Economics
Fifth Third Bank June 2012 - Present
Fifth Third Bank April 2010 - July 2012
Florida Capital Bank April 2005 - April 2010
Wachovia, A Wells Fargo Company 1990 - 2005
Southeast Bank 1986 - 1990
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Small Business Lending, Loans, Consumer Lending, Capital Markets, Treasury Management, Credit Risk, Credit, Lines Of Credit, Banking, Financial Structuring, Investments, Finance, Underwriting, Loan Origination, Relationship Management, Mortgage Lending, Asset Based Lending, Cash Management, Commercial Mortgages, Portfolio Management, Private Banking, Retail Banking, Financial Risk, SBA, Middle Market, Construction Loans, Financial Services, Wealth Management, Cross Selling, Mortgage Banking, Cash Flow Lending, Refinance, Management, Leadership, Strategy, Financial Analysis, Risk Management
Education
Stetson University 1981 — 1986
Business, Business and Finance
Southern Company November 2014 - Present
Wachovia, A Wells Fargo Company October 2000 - 2013
Skills
Disaster Recovery, Active Directory, Cisco Technologies, Visio, Data Center, Windows Server, Vendor Management, VMware, Firewalls, SharePoint, ITIL, Servers, Network Security, Unix, SDLC, IT Management, Routers, Networking, Troubleshooting, Switches
Education
Stillman College 1992 — 1998
Bachelor's degree, Engineering Physics
Capital One Basel II Commercial / Market Risk Workstream LeaderAlly Financial Inc.June 2009 - August 2010
Wachovia, A Wells Fargo Company June 1994 - June 2009
Education
State University of New York at Buffalo - School of Management 1987 — 1988
MBA, Financial Planning and Control
State University of New York College at Geneseo 1983 — 1987
BS, Economics
Wells Fargo November 2011 - Present
Wachovia, A Wells Fargo Company September 2009 - November 2011
Skills
Banking, Retail Banking, Financial Services
Education
Strayer University-North Carolina 2007 — 2009
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Winston-Salem State University 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Edge promotion November 2009 - Present
Wachovia, A Wells Fargo Company June 2002 - October 2008
Skills
Small Business, Mortgage Lending, Fixed Annuities, FHA, Retirement Planning, Credit, Refinance, IRAs, 529 Plans, Small Business Lending, Strategic Financial..., Loans, USDA, Investments, Sales
Education
State University of New York College at Plattsburgh
BS, international buisness, 3.0
State University of New York College of Agriculture and Technology at Morrisville
AS, buisness
CohnReznick LLP December 2010 - Present
Wachovia, A Wells Fargo Company May 2010 - November 2010
Skills
Microsoft Excel, Financial Analysis, Economics, Microsoft Office, Accounting, PowerPoint, Microsoft Word, Data Analysis, Customer Service, Tax Credits, Analysis, Financial Reporting
Education
St. Mary's College of Maryland 2007 — 2010
BA, Economics
Pinnacle Bank June 2014 - Present
BBVA Compass November 2013 - May 2014
BBVA Compass January 2012 - November 2013
BBVA Compass July 2010 - December 2011
Wachovia, A Wells Fargo Company June 2006 - July 2010
Chase March 2005 - June 2006
Washington Mutual Savings Bank March 2004 - March 2005
Washington Mutual Savings Bank March 2002 - March 2004
Skills
Mortgage Lending, Retirement Planning, Loans, Consumer Lending, Small Business Lending, Commercial Lending, Series 6, Lines Of Credit, Series 63, Credit, Loan Origination, Mortgage Banking, Portfolio Management, Commercial Banking, Treasury Management, Relationship Management, SBA, Merchant Services, Banking, Finance, Financial Analysis
Education
Texas Christian University 2012 — 2013
Master of Business Administration (MBA)
Tarrant County College 2010 — 2012
University of Denver 2000 — 2001
Backyard Lazyrivers & Pools May 2013 - Present
Reliance Residential Realty June 2012 - November 2013
Synergy Properties July 2002 - June 2012
Wachovia, A Wells Fargo Company January 2006 - January 2010
Skills
Investment Properties, Real Estate, First Time Home Buyers, Loans, REO, Sellers, Buyer Representation, FHA, Mortgage Lending, Refinance, Real Estate Financing, Investments, Mortgage Banking, USDA, Commercial Mortgages, Construction, pool builder, Decorative Concrete, concrete construction
Education
St. Mary's University 1994 — 1999
International Business
Amazon July 2015 - Present
GlebusTech 2012 - July 2015
Parchment Inc. 2011 - 2012
Wachovia, A Wells Fargo Company 2011 - 2011
Scottsdale Insurance Company 2009 - 2010
Kryterion 2007 - 2009
Londen Insurance Group 2005 - 2006
Empire BCBS of NY 2001 - 2005
Skills
Spring, Java Enterprise Edition, Hibernate, Agile Methodologies, REST, Software Development, Web Services, XML, SQL, Scrum, Linux, Java, SOA, Groovy, Servlets, JavaScript, EJB, Web Applications, JMS, Grails, Test Driven Development, Tomcat, Continuous Delivery, Continuous Integration, UML, RESTful WebServices, MongoDB, Cassandra, NoSQL, Enterprise Architecture, jQuery, AJAX, SOAP, Ehcache, Distributed Applications, Google App Engine, Amazon Web Services..., Spring Boot, Cloud Foundry, Google Compute Engine, Scala, Python, Gradel, AngularJS, Bootstrap, R, Apache Spark, Spring Framework, Team Leadership, Functional Programming
Education
Stevens Institute of Technology
Computer Science
Jettison Car Wash Corp February 2015 - Present
Jettison Group LLC January 2012 - Present
Genesee Regional Bank January 2011 - May 2012
Wachovia, A Wells Fargo Company August 2008 - June 2010
Skills
Banking, Commercial Banking, Commercial Lending, Credit Analysis, Financial Analysis, Foreclosures, Investment Properties, Investments, Loans, Management, Mortgage Banking, Mortgage Lending, Property, Real Estate Transactions, Refinance, Small Business, Credit, Finance, Underwriting
Education
State University of New York College at Geneseo 2000 — 2002
Wells Fargo January 2010 - Present
Wachovia, A Wells Fargo Company July 1998 - December 2009
First Union National Bank January 1994 - December 1997
Skills
Banking
Education
Hialeah Miami Lakes High School 1977 — 1980
St. Thomas University
Wachovia, A Wells Fargo Company March 2011 - Present
St. Mary's University August 2005 - August 2007
San Deigo August 2000 - February 2003
Skills
Financial Understanding, Computers, Typing, Creative Writing, Theatre, Performance Poetry, Sports, Communication
Education
St. Mary's University 2005 — 2007
Accounting
University of New Orleans 2002 — 2005
Accounting
Wachovia, A Wells Fargo Company May 2011 - Present
Rapid Tax, Inc. January 2007 - Present
Skills
Banking, Operating Systems, Business Analysis, Visio, SharePoint, Disaster Recovery, Software Documentation, Call Centers, Lotus Notes, Active Directory, Business Requirements, Process Improvement, User Acceptance Testing, Troubleshooting, Access, System Deployment
Education
Strayer University-North Carolina 2010 — 2012
Master of Business Administration (MBA), Project Management
Winston-Salem State University 2001 — 2005
Bachelor's of science, Computer Science
GameStop September 2012 - April 2013
The Beaufort Inn April 2012 - August 2012
Bank of America August 2011 - February 2012
Wachovia A Wells Fargo Company March 2010 - December 2010
Advance Mortgage LLC January 2005 - August 2008
Tom Kilgro’s Agency Farmers’ Insurance January 2002 - August 2004
Education
Technical College of the Lowcountry
Computer Technology; computer technology of hardware and software; Computer Information Systems
Calhoun Community College 2003 — 2007
Computer and Information Sciences, General, 3.45
Investors Bank November 2013 - Present
Capital Business Credit April 2012 - April 2013
Wachovia, A Wells Fargo Company August 2001 - April 2012
Fleet Capital June 1996 - August 2001
CIT June 1972 - June 1996
Skills
Commercial Lending, Loans, Banking, Commercial Banking, Credit, Small Business Lending, Retail Banking, Credit Analysis, Mortgage Lending, Loan Origination, Consumer Lending, Portfolio Management, Credit Risk, Mortgage Banking, Lines Of Credit, Cross Selling, Risk Management, Cash Management, Refinance, Residential Mortgages
Education
St. Francis College 1966 — 1970
BA, Economics