Wachovia, A Wells Fargo Company
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Wachovia, A Wells Fargo Company Employees
Bank of America 2012 - Present
Bank of Texas September 2009 - May 2012
Wachovia, A Wells Fargo Company October 2003 - September 2009
Bank One January 2001 - September 2003
Skills
Small Business Lending, Branch Management, Finance, Financial Services, Credit, Banking, Credit Analysis, Portfolio Management, Commercial Lending, Retail Banking, Mortgage Lending, Consumer Lending, Sales Management, Commercial Banking, Leadership, Relationship Management, Cross Selling, Lines Of Credit, Risk Management, Loans
Education
University of Alabama at Birmingham 1994 — 1996
MBA, Finance
University of Alabama at Birmingham 1989 — 1992
BS, Marketing
Union Bank November 2012 - Present
Celebrity Stylist/ Style Expert July 2010 - Present
Aya Couture September 2008 - Present
The Gallery Los Angeles May 2011 - September 2012
Rue de Jeans January 2011 - May 2011
Wachovia, A Wells Fargo Company August 2008 - September 2009
Skills
Apparel, Marketing, Fashion, Wardrobe, Creative Direction, Public Relations, Blogging, Fashion Design, Advertising, Photography, Styling, Textiles, Merchandising, Market Research, Fashion Shows, Business Planning, Customer Service, Photoshop, Public Speaking, Sales
Education
School of Style 2010 — 2010
Fashion
University of California, San Diego 2005 — 2007
Bachelor of Arts, Sociology/Marketing
Union Bank October 2012 - Present
Realty World June 2008 - September 2012
Wachovia, A Wells Fargo Company September 1986 - May 2008
Skills
Mortgage Lending, Loans, Marketing, Sales, REO, Leadership, Investment Properties, Loss Mitigation, Sellers, Short Sales, Business Development, Mortgage Banking, Loan Origination, Residential Mortgages, Investments, Real Estate
Education
UC Santa Barbara 1982 — 1985
B.A>, Business Economics
Bank of America January 2015 - Present
Bank of America February 2013 - January 2015
Bank of America September 2011 - December 2013
Bank of America July 2010 - September 2011
US Bank January 2010 - July 2010
AXA Advisors 2009 - 2009
Wachovia, A Wells Fargo Company February 2006 - September 2008
Skills
Mortgage Underwriting, Residential Mortgages, Team Leadership, Six Sigma, Lean Logistics, Process Improvement, Risk Management, Logistics, Loans, Mortgage Lending, FHA, Underwriting, Banking, Consumer Lending, Credit Analysis, Credit Risk, Finance, Financial Analysis, Financial Risk, Loan Origination, Loan Servicing, Portfolio Management, Mortgage Banking, Financial Modeling, Microsoft Office, Leadership, Analysis, Strategy, Credit, Management, Real Estate, Strategic Planning, Refinance, Retail Banking, Financial Services, Investment Properties, Sales, Investments, Customer Service, Relationship Management, FHA Financing, VA Loans, USDA, Team Building, Due Diligence, Marketing
Education
University of California, Irvine - The Paul Merage School of Business 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
University of California Los Angeles 2010 — 2015
Certificate, Accounting
Wachovia's Leadership Development Program 2008 — 2008
Leadership & Management Training
University of Southern California 2001 — 2005
B.A., International Relations/Business
Harvard-Westlake High School 1997 — 2001
SolomonEdwards April 2015 - Present
SmartHab, LLC January 2006 - Present
The RWC Group August 2014 - April 2015
BBVA Compass July 2012 - August 2014
BBVA Compass March 2012 - July 2012
Omega Companies/Omega Building Service/Omega Cleaning Service September 2010 - December 2011
SunTrust Bank June 2010 - September 2010
Wachovia, A Wells Fargo Company February 2010 - June 2010
Colonial Bank February 2008 - September 2009
Neighborhood Assistance Corporation of America March 2007 - November 2007
Skills
Mortgage, Treasury Management, Green Building, Banking, Credit, Cash Management, Commercial Banking, Executive Management, Payments, Business Analysis, Business Strategy, Deal Structuring, Closing Deals, Competitive Analysis, System Requirements, Product Development, Matrix Management, Stakeholder Management, Sales Management, Lean Transformation, UAT coordination, Business Process Design, Agile Project Management, Mortgage Lending, Negotiation, Loans, Business Development, Management, Strategic Planning, Finance, Sales, New Business Development, Analysis, CRM, Program Management, E-commerce, Integration, Cross-functional Team..., Risk Management, Product Management, Forecasting, Project Management, Visio, Training, Business Process, Financial Risk, Strategy, Financial Analysis
Education
University of Alabama at Birmingham 2007 — 2009
University of Houston 2003 — 2007
John Carroll Catholic High School
Oak Mountain High School
UPS December 2011 - Present
Cellular Sales 2010 - 2011
VA Medical Center October 2009 - March 2010
VA Medical Center June 2009 - October 2009
VA Medical Center March 2009 - June 2009
Wachovia, A Wells Fargo Company December 2007 - December 2008
Dumas & Associates, LLC January 2006 - March 2008
Skills
Team Building, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Process Scheduler, Software Documentation, Financial Analysis, Insurance, Customer Service, Market Analysis, Finance, Budgets, Accounting, Access, Leadership, Outlook, Strategic Planning, Process Improvement, Sales, Logistics, New Business Development, Supply Chain, Account Management, Transportation, Marketing, Business Planning, Market Research, Business Strategy, Coaching, Inventory Management, Training, Management
Education
Villanova University 2009 — 2009
Master's Certification, Government Contract Management
University of Alabama 2001 — 2005
B.S, MANAGEMENT
American Momentum Bank March 2014 - Present
CNLBank November 2010 - February 2014
ZOM October 2006 - November 2010
Wachovia, A Wells Fargo Company October 1999 - October 2006
SunTrust Bank August 1996 - October 1999
Skills
Real Estate Economics, Commercial Lending, Loans, Real Estate, Real Estate Development, Portfolio Management, Credit, Loan Origination, Commercial Real Estate, Commercial Banking, Disposition, Asset Managment, Underwriting, Investments, Due Diligence, Valuation, Asset Management, Mergers & Acquisitions, Real Estate Financing, Appraisals, Real Estate Transactions, Leases, Investment Properties, Residential Homes, Mortgage Lending, Corporate Finance, Location Intelligence, Private Equity, Property Management, Acquisitions, Investors, Brokerage, Commercial Mortgages, Finance, Financial Structuring, Mortgage Banking, Asset Based Lending, Construction Loans, Financial Modeling, Relationship Management, Financial Analysis, Refinance, Lines Of Credit, Credit Risk, Treasury Management, Small Business Lending, Dispositions
Education
University of Central Florida 1993 — 1996
BA, Business Finance
WPHS
Presidio Ventures April 2014 - Present
Presidio Ventures September 2010 - March 2014
Eton Corporation September 2009 - September 2010
Wachovia, A Wells Fargo Company March 2008 - August 2008
Skills
Start-ups, Venture Capital, Investments, Entrepreneurship, New Business Development, New Business..., Due Diligence, Analytical Skills, Quantitative, Financial Analysis, Market Research, Business, Communication, Negotiation, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Access, Dreamweaver, Program Management, Financial Modeling, Corporate Development, Finance, Strategic Partnerships, Portfolio Management, Valuation, Product Management, Business Strategy, Competitive Analysis, Mergers & Acquisitions
Education
University of California, Irvine
B.A., Economics, Sociology, Management
Regions Financial Corporation November 2013 - Present
First Citizens Bank January 2009 - January 2013
Wachovia Bank, A Wells Fargo Company June 2007 - November 2009
Wachovia, A Wells Fargo Company March 2007 - June 2007
Wachovia / Evergreen Investments December 2003 - February 2006
Skills
Investment Management, Sales, New Business Development, Relationship Management, Alternative Investments, Philanthropy, Custodial Services, Escrow, Wealth Management, Trust Services, Business Development, Financial Services, Portfolio Management, Investments, High Net Worth..., Finance, Banking, Mutual Funds, Series 7, Series 63, Asset Allocation, Asset Management, CRM, Commercial Lending, Investment Advisory
Education
The University of Connecticut
Bachelor's of Science, Finance
University of North Carolina at Charlotte
Master of Business Administration (MBA), Finance
Sotheby's International Realty February 2015 - Present
Sail Real Estate January 2013 - Present
ResortQuest Real Estate April 2010 - January 2013
Miyathwe Consulting September 2011 - May 2012
Wachovia, A Wells Fargo Company June 2009 - May 2010
Rush Health Systems September 2008 - June 2009
AT&T Mobility October 2007 - August 2008
Dell August 2005 - August 2007
Merrill Lynch January 2007 - June 2007
Skills
Real Estate Investment, Online Marketing, Real Estate Development, Real Estate, Selling, Customer Service, Marketing, Investments, Watercolor, Microsoft Office, Sales, Contract Negotiation, Residential Homes, Property Management, Negotiation, Budgets, Financial Analysis, Microsoft Excel, Online Advertising, Investment Properties, Vacation Homes, Marketing Strategy, Sales Management, Short Sales, Buyers, Condos, Sellers, Leases, New Homes, REO, Buyer Representation, Property, Investors, Foreclosures, Real Property, Luxury, Relocation, Real Estate Transactions, Listings, First Time Home Buyers, Waterfront, Single Family Homes, Seniors, Referrals
Education
University of Alabama 2005 — 2007
B.S., Finance & Real Estate
Northwest-Shoals Community College 2003 — 2005
Associate, General Business
SunTrust 2008 - 2015
Wachovia, A Wells Fargo Company 2001 - 2007
Education
University of Alabama 1991 — 1995
B.S., Management/Marketing
Venture Bank November 2014 - Present
Sunrise Banks June 2013 - November 2014
Franklin National Bank June 2009 - June 2013
Wachovia, A Wells Fargo Company October 2007 - June 2009
Associated Bank 2005 - 2009
Skills
Commercial Lending, Credit, Consumer Lending, Banking, Retail Banking, Mortgage Lending, SBA, Portfolio Management, Loan Origination, Financial Analysis
Education
UC Berkeley 1997 — 1999
International Trade and Commerce
Institut Superieur du Commerce - Paris, France 1995 — 1998
Lycee Paul Gauguin
Arbitrage Compliance Specialists, Inc. April 2009 - Present
Key Bank February 2009 - April 2009
Wachovia, A Wells Fargo Company October 2006 - February 2009
FirstBank of Colorado January 2003 - October 2006
Foothills Park and Recreation District August 1999 - January 2003
Skills
Arbitrage, Bonds, Securities, IRS, Finance, Investments, Public Finance, Banking, Loans, Fixed Income, Equities, Capital Markets, Financial Analysis, Cash Management, Leadership, Business Development, Executive Management, Management, Account Management, New Business Development, Sales Management, Relationship Management, Risk Management, Options, Insurance, Credit Analysis, Budgets, CRM, Contract Negotiation, Hedging, Financial Services, Strategic Financial..., Derivatives, Swaps, Structured Finance, Cold Calling, Financial Markets, Structured Products, Asset Management, Mortgage Lending, Financial Structuring, Treasury Management, Financial Modeling, Underwriting, Microsoft Office, Commodity, Credit, Procurement, Government Contracting, Corporate Finance
Education
University of Colorado Denver 2001 — 2005
BSBA
Columbine High School 1997 — 2001
Diploma
National Association of Home Builders February 2012 - Present
National Association of Home Builders February 2012 - Present
Wachovia, A Wells Fargo Company January 2011 - February 2012
Expedia Local Expert November 2009 - January 2011
Hilton Grand Vacations November 2008 - November 2009
Hilton Grand Vacations November 2007 - November 2008
Starwood Vacation Ownership March 2005 - November 2007
Skills
Hospitality Management, Microsoft Office, Adobe Acrobat, Facilitators, Hotels, Customer Service, Meeting Planning, Event Planning, Property Management..., Hospitality, Event Management, Hospitality Industry, Sales, Outlook, Microsoft Word, Marketing, PowerPoint, Hotel Management, Leadership, Budgets, Management, Front Office, Training, Resorts, Trade Shows, Process Scheduler, Customer Satisfaction, Food & Beverage, Social Media Marketing, Contract Negotiation
Education
University of Central Florida 2003 — 2007
Bachelor, Hospitality Management
Farmers Insurance October 2014 - Present
Farmers Insurance Group of Companies July 2013 - October 2014
Farmers Insurance April 2011 - July 2013
Farmers Insurance August 2009 - April 2011
Wachovia, A Wells Fargo Company March 2008 - August 2009
Skills
Sales Process, Series 63, Customer Service, Nonprofits, Leadership Development, Credit, Retirement, Management Consulting, Fixed Annuities, Business Networking, Small Business, Financial Analysis, Budgets, Social Media Marketing, Sales Management, Portfolio Management, Risk Management, Strategic Planning, Strategy, Financial Modeling, B2B, Fixed Income, Mortgage Lending, Training, Employee Relations, Cold Calling, Leadership, Operations Management, Securities, Investments, Business Planning, CRM, Finance, Banking, Microsoft Excel, Property & Casualty..., Negotiation, Forecasting, Lead Generation, Team Building, Business, Sales, Account Management, Microsoft Word, Entrepreneurship, Series 7, Email Marketing, Strategic Financial..., New Business Development, Marketing
Education
Florida Institute of Technology 2009 — 2012
M.B.A., Management
University of California, Los Angeles 2002 — 2006
B.A., Economics
Vaco Technology October 2014 - Present
Collabera November 2012 - October 2014
Premier Alliance February 2012 - November 2012
Carlisle & Gallagher Consulting Group October 2010 - December 2011
Wachovia, A Wells Fargo Company June 2008 - October 2010
Wachovia Securities August 2006 - June 2008
Personnel Board of Jefferson County, Alabama January 2003 - July 2006
SouthTrust Bank October 1999 - January 2003
AmSouth Bank January 1998 - October 1999
Birmingham Fire and Rescue Service, Birmingham, AL 1996 - 1998
Skills
Process Improvement, Business Intelligence, Project Management, Business Analysis, Six Sigma, Visio, PMP, SQL, Management, Vendor Management, Project Portfolio..., Data Analysis, SDLC, SharePoint, Team Leadership, Team Management, Software Project..., Analysis, SAP, Microsoft Office, MS Project, Business Communications, Data Governance, Microsoft Excel, Project Delivery, Quality Management, Problem Solving, Process Engineering, Data Mapping, Financial Reporting, Teradata, Quality Center, Databases, Excel, Access, PowerPoint, Business Objects, Crystal Reports, Business Management, Project Execution, Process Flow, Process Mapping, Mind Mapping, Oracle SQL, MySQL, Software Training, Google Docs, Lawson, Metadata Management, Metadata Standards
Education
University of Alabama at Birmingham 1996 — 1997
MBA, Business Administration
University of Alabama at Birmingham 1990 — 1995
BS, Business Management
University of Alabama 1989 — 1991
Business
Hueytown High School 1988 — 1989
eSportsPhoto April 2007 - Present
PNC February 2013 - June 2014
BMO Harris Bank August 2010 - February 2013
Wachovia, A Wells Fargo Company March 2000 - August 2010
Publix Super Markets, Inc November 1989 - March 2000
Skills
Retirement Solutions, Intergenerational..., Training & Development, Banking, Mergers, Cash Management, Loans, Small Business Lending, Mortgage Lending, Consumer Lending, Credit, Retirement, Financial Analysis, Leadership, Finance, Mergers & Acquisitions, Employee Training, Lines Of Credit, Retail Banking, Loan Origination, Credit Analysis, Strategic Financial...
Education
University of Central Florida 1991 — 2010
B. S., Interdisciplinary Studies with concentrations in Education and Biology, and a Minor in Psychology
Wells Fargo Securities, Market Risk Oversight April 2011 - Present
Wells Fargo Home Mortgage August 2009 - April 2011
Wachovia, A Wells Fargo Company August 2008 - August 2009
Wachovia Securities April 2007 - August 2008
KPMG LLP 2001 - 2007
Education
University of Arkansas 1995 — 1997
M of Accountancy
University of International Business and Economics
XPO Logistics, Inc. September 2010 - Present
Pep Boys February 2005 - September 2010
Wachovia, A Wells Fargo Company August 2004 - March 2005
Teradata March 2004 - August 2004
Lowe's March 2000 - March 2004
Lowe's November 1997 - March 2000
Lowe's May 1995 - September 1997
Electronic Data Systems February 1994 - May 1995
Electronic Data Systems April 1988 - January 1994
Electronic Data Systems March 1985 - February 1988
Skills
Management, Vendor Management, Process Improvement, Program Management, Project Management, Leadership, Integration, Business Analysis, Business Process..., Team Building
Education
University of Charleston 1980 — 1984
B.S., Computer Information Systems
Union Bank October 2009 - Present
Wachovia, A Wells Fargo Company December 2007 - October 2009
Bank of America June 1986 - November 2007
Skills
Banking, Cash Management, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Finance, Financial Analysis, Financial Services, Investments, Leadership, Loans, Management, Management Consulting, Mortgage Lending, Portfolio Management, Relationship Management, Sales, Valuation
Education
University of California, Irvine 1985 — 1989
Bachelor's, Economics
Florida Justice Association August 2015 - Present
Florida Democratic Party September 2014 - November 2014
Val Demings For Orange County Mayor April 2014 - June 2014
Re-Elect Cheh 2014 2013 - April 2014
Matt Frumin For DC Council March 2013 - April 2013
Presidential Inaugural Committee December 2012 - January 2013
Obama for America March 2012 - November 2012
U.S. House of Representatives November 2011 - February 2012
Wachovia, A Wells Fargo Company September 2009 - September 2011
Barack Obama Campaign For Change August 2008 - November 2008
Skills
Policy Analysis, Public Speaking, Community Outreach, Government, Public Policy, Fundraising, Politics, Leadership, Financial Analysis, Financial Services, Grassroots Organizing, Grassroots Fundraising, Finance, Personal Finance, Political Campaigns, Political Consulting, Campaign Management, Campaign Strategies, Campaigns, Microsoft Excel, PowerPoint, Research, GOTV, Brand Development, Customer Service, Consulting, Social Media, Microsoft Office, Strategic Planning, Strategic Partnerships, Volunteer Management, Nonprofits, Data Analysis, Legislative Relations, Management, Legislation, Strategic Communications, Community Organizing, Policy, Legal Writing, Grassroots
Education
University of Central Florida - College of Business Administration 2004 — 2008
BS, Finance
Bank of the West July 2015 - Present
Bank of the West March 2013 - Present
Wells Fargo January 2010 - March 2013
Wachovia A Wells Fargo Company October 2007 - December 2010
Cingular January 2001 - September 2004
Skills
Customer Service, Compliance, Team Leadership, Strategic Leadership, Subject Matter Experts, HR Consulting, Strategic Consulting, Screening Resumes, Phone Screening, Interviewing Skills, Behavioral Interviewing, Persuasiveness, Service Level Agreements, Client Intake, Interviews, Project Management, Human Resources, Management, Talent Management, Payroll, Recruiting, Banking, Financial Services, Sales, Credit, Finance, Leadership, Relationship Management, Applicant Tracking..., Commercial Banking, Loans, Hiring, Temporary Placement, Retail Banking, Mortgage Lending
Education
University of California, Los Angeles 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Patrick Henry High School
Wells Fargo April 2013 - Present
Wells Fargo October 2011 - April 2013
Bank of America July 2011 - October 2011
TIAA-CREF April 2011 - June 2011
Wells Fargo September 2009 - April 2011
Wachovia - A Wells Fargo Company October 2006 - May 2009
CP Ships August 2004 - May 2006
SCC Soft Computer Consultants 2002 - 2004
Gulf Coast Community Care 2002 - 2002
Alltel Information Services 2000 - 2001
Skills
Project Management, Software Project..., Leadership, Team Leadership, Change Management, Software Development, SDLC, Management, Team Management, Integration, PMO, Telecommunications, Strategic Planning, Analysis, Business Strategy, Requirements Gathering, Software Documentation, Outsourcing, Training, Process Improvement, CRM, Software Quality, PMP, Strategy, ITIL, Risk Management, Business Process, Program Management, Enterprise Software, MS Project, SharePoint, Visio, Vendor Management, Microsoft Project
Education
University of Central Florida 1986 — 1988
BS
University of Massachusetts, Amherst 1982 — 1984
AS
City National Bank April 2013 - Present
Citibank January 2012 - April 2013
JPMorgan Chase 2009 - November 2011
Wachovia, A Wells Fargo Company July 2007 - August 2009
Wells Fargo November 2005 - July 2007
Education
University of Arizona, Eller College of Management 2000 — 2004
bachelors, business management and entrepreneurship
Agoura High School 1996 — 2000
CI Azumano Travel 2011 - Present
Heritage Bank 2005 - 2011
Wachovia, A Wells Fargo Company 1985 - 2005
Central Fidelity Bank 1985 - 1995
Skills
Travel Management, Incentive Travel, Corporate Meetings, Leadership, Project Planning, Event Planning, Strategic Planning, New Business Development, Business Development, Event Management, Social Media, Marketing Strategy, Customer Service, Sales Management, Marketing, Contract Negotiation, Marketing Communications, Sales, Budget, Negotiation, Corporate Communications, Team Building, Business Strategy, Account Management, Hospitality, Tourism, Trade Shows, Hotels, Public Relations, Advertising, Meeting Planning, Online Advertising, Online Marketing, Market Planning, Marketing Management, Business Travel, Strategic Partnerships, Incentives, B2B, Entrepreneurship, Budgets
Education
University of Colorado at Boulder
BMA School of Bank Marketing, Marketing
University of North Carolina at Charlotte
Diploma, Banking & Estate Administration
Reston Concierge, LLC September 2011 - Present
Cushman & Wakefield March 2008 - June 2010
Wachovia, A Wells Fargo Company August 2000 - February 2007
Skills
Real Estate, Investment Properties, Marketing Strategy, Customer Service, Mortgage Lending, Real Estate Transactions, Investments, Marketing, Small Business, Concierge Services, Finance, Event Management, Coordinating Events, Corporate Relocation, Relocation, International..., Luxury Lifestyle, Virtual Assistance, Non Medical Care, Ticket Sales, Social Networking, Sellers, Selling, Advertising, Online Marketing, Strategic Planning, Management, Start-ups, Short Sales, Negotiation, Entrepreneurship, Commercial Real Estate
Education
University of Cape Town 1980 — 1984
B.Sc, Industrial Psychology
Marist Brothers Observatory, Johannesburg 1977 — 1980
Matriculation
LP Capital Advisors June 2010 - August 2011
Wachovia, A Wells Fargo Company March 2008 - June 2010
Education
University of California, Davis 2007 — 2011
Managerial Economics, Economics
Mira Loma High School
Bank of America October 2011 - Present
Bank of America March 2010 - October 2011
Bank of America July 2007 - November 2009
Wachovia, A Wells Fargo Company July 2003 - May 2007
Skills
Access, Mortgage Lending, Loans, Software Documentation, Auditing, Forecasting, FHA, Microsoft Office, Budgets, PeopleSoft, Banking, Microsoft Excel, Risk Management, Financial Analysis, Disaster Recovery, Process Improvement
Education
UCSD 1999 — 2003
BA, Psychology
Miramar College
eCornell University
Northwestern Mutual May 2015 - Present
Autism Society of Alabama 2006 - Present
Johnson Search Group June 2013 - 2015
Regions Financial Corporation June 2010 - May 2014
Wachovia, A Wells Fargo Company February 2008 - June 2010
Autism Society of Alabama May 2007 - May 2009
Autism Society of Alabama January 2006 - May 2006
Skills
Leadership, Business Development, Budgets, Sales, Sales Management, Fundraising, Public Relations, Public Speaking, Advertising, Finance, Customer Service, Microsoft Office, Non-profits, PowerPoint, Microsoft Excel, Event Planning, Microsoft Word, Asset Managment, Underwriting, Recruiting, Banking, Commercial Banking, Commercial Lending, Securities
Education
University of Alabama 2011 — 2012
Business Administration, Finance
University of Alabama 2003 — 2008
Communications, Public Relations
SunTrust Bank October 2014 - Present
SunTrust Bank November 2013 - September 2014
Comerica Bank January 2013 - September 2013
BMO Harris Bank June 2011 - December 2012
RBC Bank 2009 - June 2011
RBC Bank 2007 - 2009
RBC Bank 2006 - 2007
Wachovia, A Wells Fargo Company 2000 - 2006
Skills
Retail Banking, Business Analysis, Banking, Process Engineering, SharePoint Designer, SharePoint, SQL, SQL Server, ASP.NET, VB.NET, Quality Center, SDLC, Microsoft SQL Server, Business Development, Loans, Management, Process Improvement, Training, Leadership, Finance, Strategy, Salesforce.com, Consumer Lending, Financial Services
Education
University of Central Florida - College of Business Administration 2000 — 2004
Bachelor of Science, Finance
CRI of Alabama December 2010 - Present
SunGard March 2007 - November 2010
Jack Henry & Associates January 2005 - March 2007
Wachovia, A Wells Fargo Company January 2004 - December 2004
Skills
Databases, Visio, Windows Server, Training, SQL, SharePoint, SDLC, Troubleshooting, Microsoft SQL Server, Access, Software Documentation, Business Analysis
Education
University of Alabama 1997 — 2001
BS in Business Administration, Management Information Systems
RPM Mortgage Inc October 2011 - Present
Bank of America September 2009 - October 2011
Wells Fargo Home Mortgage January 2009 - September 2009
Wachovia, A Wells Fargo Company May 2008 - December 2008
Washington Mutual, Inc. April 1998 - April 2008
Home Savings of America January 1970 - April 1998
Skills
Mortgage Lending, Loan Origination, Mortgage Banking, Refinance, Residential Mortgages, Credit, Loans, FHA, Government Loans, Real Estate Transactions, Banking, Residential Homes, Real Estate, FHA financing, Reverse Mortgages, USDA, VA loans, VA Loans, Certified Mortgage..., Mortgage Underwriting, Real Estate Financing, FHA Financing
Education
UCLA 1959 — 1961
aa business + cert real estae, reral estate, b
Huntington National Bank September 2009 - Present
Citizens Bank December 2006 - September 2009
The Bank Brevard January 2004 - October 2006
Titusville Playhouse, Inc. June 2005 - May 2006
Wachovia, A Wells Fargo Company June 1993 - December 2003
Skills
Securities, Banking, Loans, Commercial Banking, Cash Management, Risk Management, Credit, Retail Banking, Fraud, Financial Analysis, Process Improvement, Underwriting, Budgets, Microsoft Excel, Financial Services, Due Diligence, Outlook, Finance, Treasury Management, Relationship Management, Treasury Services, Private Banking, Mortgage Lending, Consumer Lending, Customer Service, Lines Of Credit, Commercial Lending, Portfolio Management, Corporate Finance
Education
University of Central Florida 1992 — 1996
BA, Journalism, Advertising, Public Relations
DARTON GROUP Consulting September 2015 - Present
Wells Fargo November 2014 - June 2015
Bank of America Merrill Lynch July 2010 - January 2014
Wells Fargo May 2008 - July 2010
Wachovia, A Wells Fargo Company February 2005 - January 2008
Wachovia Securities November 2005 - February 2006
Wachovia, A Wells Fargo Company July 2002 - May 2005
Wachovia, A Wells Fargo Company September 2001 - July 2002
Bank of America January 2000 - March 2001
Bank of America February 1999 - January 2000
Skills
Leadership, Project Portfolio..., Strategy, Risk Management, Program Management, E-commerce, Financial Services, Governance, Credit, Banking, Product Management, Analytics, Project Management, Vendor Management, Management, Project Planning, Executive Management, Financial Risk, Training, Operations Management, Online Marketing, Mergers & Acquisitions, Budgets, Capital Markets, Forecasting, Business Process, Portfolio Management, Analysis, Business Intelligence, Business Strategy, Management Consulting, Thought Leadership, CRM, SDLC, Enterprise Software, Business Process..., Sales, Investment Banking, Process Improvement, Integration, Requirements Gathering, Strategic Planning
Education
University of California, Berkeley 1986 — 1989
Masters, Architecture
University of California, Berkeley 1984 — 1986
Bachelor's Degree, Environmental Design
Duke Energy September 2011 - Present
TIAA-CREF September 2008 - September 2011
Wachovia, A Wells Fargo Company September 2005 - September 2008
Skills
C#, SharePoint, Oracle UCM, Microsoft SQL Server, Web Services, CSS, Access, InfoPath, Project Management, .NET, XSLT, Business Analysis, jQuery, Integration, Oracle, SQL, SDLC, ADO.NET, Microsoft Office..., ASP.NET MVC, Weblogic, SOA, SSRS, Enterprise Architecture, Database Design, Business Process, Databases, Visio, Security, XML, SharePoint Designer, IIS, Requirements Analysis, Requirements Gathering, SSIS, Data Warehousing, VB.NET, Software Project..., Business Intelligence, Agile Methodologies, Solution Architecture, T-SQL, Software Development, PL/SQL
Education
Wilmington College 2000 — 2002
Bachelor of Science, Business Administration/Leadership
University of Cincinnati 1994 — 1996
Associate of Science, Economics
M.Y. Safra Bank, FSB December 2013 - Present
EY July 2013 - November 2013
EY May 2012 - July 2013
Community National Bank July 2009 - May 2012
American Community Bank November 2005 - June 2008
Wachovia, A Wells Fargo Company January 2005 - November 2005
Skills
Microsoft Office, Financial Crime, USA PATRIOT Act, Bank Secrecy Act, Community Reinvestment..., Anti-corruption, Anti-money laundering, Customer Due Diligence, Enhanced Due Diligence..., Due Diligence, Banking, AML, Credit, Financial Services, Loans, Risk Assessment, OFAC, Auditing, Analysis, Risk Management, Financial Risk, KYC, Anti Money Laundering, Finance, Management
Education
State University of New York at Albany 1998 — 2002
Bachelor of Arts; Bachelor of Arts, Criminal Justice; Psychology
Robert W. Baird & Co. April 2009 - Present
Wachovia, A Wells Fargo Company 2005 - 2009
Lehman Brothers 1999 - 2005
Skills
Valuation, Research, Hedge Funds, Financial Modeling, Equities, Capital Markets, Equity Research
Education
University of California, Davis 1995 — 1999
PhD, Chemical Engineering
University of California, Davis 1995 — 1999
M.S., Economics
University of Washington 1991 — 1995
B.S., Chemical Engineering
Come SiEB Me! August 2010 - Present
PM International Suppliers October 2009 - August 2010
Wachovia, A Wells Fargo Company July 2009 - September 2009
Education
University of Central Florida - College of Business Administration 2007 — 2009
Bachelor, Management
Eastern Virginia Medical School December 2013 - Present
Eastern Virginia Medical School February 2013 - Present
Valour Edge October 2010 - January 2012
UDR January 2006 - October 2010
Wachovia, A Wells Fargo Company September 2004 - December 2006
Skills
Customer Service, PowerPoint, Program Management, Microsoft Word, Budgets, Outlook, Property Management, DoD, Research, Government Contracting, Sales, Marketing, Account Management, Social Media, Security Clearance, Nonprofit, Government, Project Management, Fundraising, Project Planning, Training, Analysis, Strategic Planning, Proposal Writing, Leadership, Nonprofits
Education
University of Mary Washington 2007 — 2010
MBA, Project Management
University of Alabama at Birmingham 2000 — 2004
BS, Finance & Accounting
Hewitt Trussville High School
Wachovia Securities November 1979 - Present
Wachovia, A Wells Fargo Company January 1995 - December 2009
North Coast Repertory Theatre 1979 - 1999
Skills
Real Estate, Strategic Planning, Coaching, Sales, Customer Service, Team Building, Contract Negotiation, Leadership, Fundraising, Marketing, Entrepreneurship, Investments, New Business Development, Forecasting, Financial Analysis, Training, Public Speaking, Retail, Management, Account Management, Marketing Strategy, Social Media, Business Development, First Time Home Buyers, Microsoft Office, Insurance, Negotiation
Education
University of Michigan 1970 — 1977
Literature, Economics
University of California, San Diego
Dixon Hughes Goodman LLP 1999 - Present
Wachovia, A Wells Fargo Company May 1998 - May 1999
Skills
ASA, Business Valuation, Mergers, Valuation, Corporate Finance, Restructuring, Bankruptcy, Purchase Price..., Litigation Support, Financial Analysis, Forecasting, Mergers & Acquisitions, Auditing, Credit, Strategic Financial..., CPA, SEC filings, Financial Reporting, Investments, US GAAP, Private Equity
Education
Vanderbilt University 1990 — 1992
MBA, Finance and accounting
University of Alabama 1986 — 1990
BS, Finance
Money Counts, Inc. 2011 - Present
Stay at home mom 2011 - 2015
Wachovia October 2007 - July 2011
Wachovia, A Wells Fargo Company 2007 - 2011
Wachovia 2003 - 2007
First Union National Bank 1999 - 2001
Skills
Cash Flow Management, Financial Services, Financial Analysis, Retirement Planning, Investments, Loans, Consumer Lending, Banking, Credit, Commercial Lending, Credit Analysis, Mortgage Lending, Small Business Lending, Risk Management, Commercial Banking, Loan Origination, Mortgage Banking, Retail Banking, Portfolio Management, Relationship Management
Education
University of Central Florida 1996 — 1998
Bachelor's degree, Finance, General
TD Private Client Group, a business of TD Wealth October 2010 - Present
Wachovia, A Wells Fargo Company January 2010 - October 2010
Wachovia, A Wells Fargo Company April 2007 - January 2010
TD Bank August 2005 - April 2007
Morgan Stanley Smith Barney October 2004 - June 2005
Skills
Finance, Banking, Loans, Investments, Wealth Management, Credit, Private Banking, Relationship Management, Wealth, High Net Worth..., Due Diligence, Management, Financial Services, Portfolio Management
Education
University at Albany, SUNY 2001 — 2005
BA, Finance & Economics
Regions Mortgage September 2014 - Present
Wells Fargo Home Mortgage February 2009 - July 2011
Wachovia, A Wells Fargo Company December 2006 - October 2008
Skills
Mortgage Underwriting, Underwriting, Conforming, Conventional, Mortgage Industry, Mortgage Lending, Investments, Loss Mitigation, Training, Financial Risk, Analysis, Due Diligence, Mortgage Banking, FHA, Residential Mortgages
Education
University of Alabama at Birmingham 1978 — 1982
Bachelors Degree, Social Work, Psychology and Anthropology
Homewood High School 1977 — 1978
Advanced, General
ResCare March 2013 - Present
Mira Solutions, Inc. October 2009 - October 2011
Wachovia, A Wells Fargo Company August 2008 - July 2009
N. CA Career & Leadership Summit, CPC Job Connections January 2008 - June 2008
CMG Mortgage October 2007 - June 2008
Diablo Funding Group January 2006 - October 2007
AmeriWorld Mortgage January 2004 - December 2005
HJW GeoSpatial, Inc. 1984 - 2003
Education
University of California, Los Angeles
BA, Art Design
Barclays May 2015 - Present
PricewaterhouseCoopers August 2012 - Present
Wells Fargo July 2010 - August 2012
Wachovia, A Wells Fargo Company August 2008 - June 2010
Fannie Mae July 2006 - July 2008
Skills
SDLC, Project Management, Release Management, Business Analysis, Quality Assurance, Process Improvement, Business Process..., Program Management, BMC Remedy, Analysis, Change Management, Requirements Analysis, Requirements Gathering, IT Strategy, Business Requirements, IT Service Management, ITIL, User Acceptance Testing, Quality Center, Agile Methodologies, Testing, IT Management, Software Quality..., PMO, Business Process, Project Portfolio..., Software Project..., Integration, Agile Project Management, Outsourcing, Offshoring
Education
College of William & Mary 2004 — 2006
Master of Arts (M.A.)
University of Calcutta 1998 — 2001
Bachelor of Arts (B.A.)
Regions Financial Corporation April 2013 - Present
Gumdrop Books August 2005 - April 2013
Regions Morgan Keegan July 2004 - July 2005
A.G. Edwards & Sons, Inc. December 2000 - July 2004
Wachovia, A Wells Fargo Company May 1999 - December 2000
Val-Pak of Charlotte, North Carolina September 1998 - April 1999
Gumdrop Books August 1995 - June 1998
Parisian 1993 - 1995
Skills
Sales Management, Training, Teaching, Instructional Design, Sales, Coaching, Public Speaking, Customer Service, Microsoft Office, Leadership, Sales Process, Strategic Planning, Sales Operations, Management, Insurance, Finance, Recruiting
Education
University of Alabama 1989 — 1993
BS, Marketing, Summa cum laude
Headland High School 1985 — 1989
Wells Fargo 2005 - Present
Northridge fitness 2005 - 2011
Wachovia, A Wells Fargo Company 2005 - 2008
Skills
Lines Of Credit, Small Business Lending, Equipment Finance, Business Acquisition..., Treasury Services, Commercial Lending, Loans, Relationship Management, Finance, Credit, Credit Analysis, Commercial Banking, Financial Services, Mortgage Lending, Banking, Portfolio Management, Treasury Management, Underwriting, Loan Origination, Consumer Lending, Asset Based Lending, Commercial Mortgages, Mortgage Banking, Credit Risk, Wealth Management, Retail Banking, Strategic Financial..., Investments, Financial Risk, Cash Management, Funding, Risk Management
Education
Alabama Banking School 2005 — 2008
University of Alabama in Huntsville 1998 — 2003
BS
Central Hiigh School Tuscaloosa
MLB Scout School
Wells Fargo August 2013 - Present
Wells Fargo Bank October 2011 - July 2013
Wells Fargo March 2007 - August 2011
Wachovia, A Wells Fargo Company July 2005 - February 2007
Wachovia, A Wells Fargo Company April 2002 - June 2005
Wachovia, A Wells Fargo Company May 1998 - April 2002
Wachovia, A Wells Fargo Company February 1992 - May 1998
Skills
Financial Analysis, Forecasting, Strategy, Management, Business Analysis, Analysis, Process Improvement
Education
University of Central Florida 1984 — 1988
Bachelor of Science in Business Administration, Finance
Arthur J. Gallagher & Co. November 2013 - Present
Wells Fargo Insurance Services, Orange county CA April 1996 - November 2013
Wachovia, A Wells Fargo Company 1996 - 2011
Skills
Risk Management
Education
University of California, Los Angeles 1971 — 1975
BA, Political science
Wachovia, A Wells Fargo Company 2007 - 2010
Wachovia, A Wells Fargo Company 2006 - 2007
Legg Mason 2001 - 2005
Legg Mason 1997 - 2001
Skills
Organizational..., Training, Strategy, Leadership, Operations Management, Management, Investments, Policy, Budgets
Education
University of Connecticut 1987 — 1990
B.S., Apparel Technology; Retail Merchandising and Management
SEFCU (STATE EMPLOYEE FEDERAL CREDIT UNION March 2013 - Present
Bank United September 2010 - March 2012
TD BANK December 2009 - June 2010
WACHOVIA BANK June 2007 - April 2009
Wachovia, A Wells Fargo Company March 2002 - April 2009
SunTrust Bank March 2007 - June 2007
WACHOVIA BANK March 2002 - March 2007
PaineWebber July 1994 - April 2001
CHASE MANHATTAN BANK February 1991 - June 1994
Chemical Bank August 1989 - December 1990
Education
University at Albany, SUNY 1989 — 1992
Coxsackie Athens High School 1984 — 1987
Business
Xenith Bank August 2011 - Present
Paragon Commercial Bank January 2006 - July 2011
Wachovia, A Wells Fargo Company July 1997 - December 2005
United Virginia Bank/Crestar Bank June 1982 - July 1991
Skills
Commercial Banking, Retail Banking, New Business Development, Business Relationship..., Banking, Relationship Management, Sales Management, Customer Service, Business Strategy, Credit Analysis, Loan Origination, Business Development, Commercial Lending, Small Business Lending, Credit, Treasury Management, Management
Education
University at Albany, SUNY 1972 — 1976
BA, Literature/Biology
MedData 2010 - Present
Wachovia, A Wells Fargo Company 2003 - 2010
Henwood Energy Services, Inc. 1999 - 2003
McCormick & Co., Inc. 1993 - 1998
Skills
Marketing Communications, PPC, Marketing Strategy, Integrated Marketing, Strategy, Online Advertising, Marketing, Advertising, Brand Development, Strategic Planning, SEO, B2B, Public Relations, Leadership, Product Development, Management, Social Networking, Public Speaking, Customer Engagement, Sales, Corporate Communications, Digital Marketing, Social Media, E-commerce, Project Management, Market Analysis, Business Development, Team Building, Sales Operations, Budgets, Program Management, Product Marketing, Marketing Management, Strategic Partnerships, Customer Acquisition, CRM, Segmentation, Direct Mail, Mergers & Acquisitions, Analysis, Email Marketing, Direct Marketing, Revenue Cycle Management, Lead Generation, Salesforce.com, Analytics, Product Management
Education
University of California, Los Angeles 1987 — 1991
BA, English
TrialPay January 2012 - May 2013
Rothstein Kass January 2011 - January 2012
The Walt Disney Company June 2010 - December 2010
PlayMesh July 2009 - June 2010
Wachovia, A Wells Fargo Company July 2008 - September 2008
Education
University of California, Irvine 2006 — 2010
B.A., Business Economics, Accounting
LoadSpring Solutions, Inc. July 2014 - Present
ST Tech Inc. June 2012 - July 2014
Abtech Systems Inc October 2011 - June 2012
Hitachi Data Systems September 2009 - October 2011
Genworth Financial May 2007 - September 2009
Wachovia, A Wells Fargo Company January 2002 - January 2007
Wachovia, A Wells Fargo Company January 1997 - January 2002
Skills
Bilingual, Corporate Communications, Contract Negotiation, Client Relationship..., Lead Generation, Sales Management, Sales Presentations, Salesforce.com, Microsoft Office, Solution Selling, Virtualization, Enterprise Software, Cloud Computing, SaaS, Public Speaking, Sales Operations, CRM, Direct Sales, Sales, Managed Services, Storage, Data Center, B2B, Cold Calling, Marketing, SAN, Business Development, Strategic Partnerships
Education
University of California, Santa Cruz 1990 — 1995
Bachelor Science, Economics
Fifth Third Bank May 2014 - Present
Fifth Third Bank October 2010 - May 2014
Wachovia, A Wells Fargo Company June 2009 - October 2010
Wachovia, A Wells Fargo Company January 2004 - June 2009
Wachovia May 1999 - December 2003
Wachovia December 1997 - May 1999
First Union National Bank January 1989 - December 1997
Skills
Commercial Banking, Retail Banking, Sales Management, Mergers, Executive Management, New Business Development, Banking, Leadership Development, Commercial Lending, Credit, Mergers & Acquisitions, Budgets, Small Business Lending, Finance, Portfolio Management, Management, Recruiting, Training, Employee Engagement, Leadership, Loans, Sales, Coaching, Credit Analysis, Risk Management, Treasury Management, Financial Services, Mortgage Lending, Human Resources, Team Building, Consumer Lending, Insurance, Relationship Management, Cash Management, Loan Origination, Underwriting, Wealth Management, Credit Risk, Investments, Mortgage Banking, Asset Based Lending, Capital Markets, Financial Analysis, Financial Risk, Commercial Mortgages, Strategic Financial..., Strategic Planning, Cross Selling
Education
University of Central Florida - College of Business Administration 1994 — 1995
MBA, Masters Degree
University of Florida - Warrington College of Business Administration 1984 — 1988
BSBA, Finance
Regions Financial Corporation July 2014 - Present
IBERIABANK March 2011 - July 2014
Wells Fargo May 2009 - March 2011
Wachovia, A Wells Fargo Company February 2005 - May 2009
SouthTrust August 1988 - February 2005
Skills
Risk Management, Compliance, Operational Risk..., Banking, Internal Audit, Retail Banking, Vendor Management, Operational Risk, Financial Risk, Auditing, Credit, Analysis, Credit Cards, Mortgage Lending, Management, Portfolio Management, Risk Assessment, Commercial Lending, Loans, Consumer Lending, Commercial Banking, Small Business Lending, Credit Risk, Bank Secrecy Act, Cash Management, Credit Analysis, Loan Origination, Financial Services, Payments, Treasury Management, Enterprise Risk..., Lines Of Credit, Mortgage Banking, Internet Banking, Private Banking, Underwriting, Deposits
Education
University of Alabama 1982 — 1986
BS, Business and Economics
JPMorgan Chase November 2010 - Present
JPMorgan Chase July 2009 - November 2010
Wachovia, A Wells Fargo Company May 2007 - July 2009
Wells Fargo Financial July 2002 - May 2007
Skills
Banking, Cash Management, Commercial Banking, Consumer Lending, Credit, Credit Analysis, Finance, Loans, Lines Of Credit, Mortgage Lending, Management, Process Improvement, Portfolio Management, Sales, Retail Banking, Small Business Lending, Commercial Lending, Branch Banking, Treasury Management, Cross Selling, Deposits, Loan Origination
Education
University of California, San Diego 1998 — 2002
BS, Management Science
Allstate Insurance Medical Claims Office February 2015 - Present
PRA USA GROUP October 2014 - Present
Fidelity National Information Services May 2014 - October 2014
Newbold Advisors February 2014 - April 2014
Recovco Mortgage Management July 2013 - February 2014
Fannie Mae August 2012 - June 2013
SolomonEdwardsGroup November 2011 - July 2012
Vantium Capital Inc March 2011 - November 2011
JPMorgan Chase August 2010 - March 2011
Wachovia, A Wells Fargo Company July 2009 - July 2010
Skills
Forensic Underwriting, Internal Audit, Quality Assurance, Fraud, Loss Mitigation, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Credit, Loans, Loan Servicing, Mortgage Servicing, Loan Origination, Credit Analysis, Banking, Risk Management, Residential Mortgages, Credit Risk, FHA, Financial Analysis, Financial Risk, Refinance, Due Diligence, Retail Banking, Portfolio Management, Securitization, Consumer Lending, Funding, Analysis, Valuation, Finance, Operational Risk..., Underwriting, Asset Management, Operational Risk, Insurance, Auditing, Financial Services, Commercial Lending, Investments, Real Estate, Default, Commercial Banking, Commercial Mortgages, Foreclosures, Home Equity Loans, Investment Properties, VA loans, FHA financing, Loan Modifications
Education
Concordia College & University 1998 — 2000
Bachelor of Business Administration (BBA), Banking and Financial Support Services, 3.75
University of Arkansas at Pine Bluff 1991 — 1996
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services, 3.5
Regions Bank September 2015 - Present
Regions Financial Corporation May 2014 - September 2015
Regions Financial Corporation March 2012 - May 2014
Home August 2010 - March 2012
BB&T (formerly Colonial Bank) 2007 - 2010
Wachovia, A Wells Fargo Company January 2006 - February 2007
Southtrust Bank May 1998 - December 2005
Skills
Banking, Loans, Credit, Retail Banking, Consumer Lending, Credit Analysis, Cross Selling, Deposits, Debit Cards, Fraud, Probate Claims, FCRA, Property & Casualty..., Complaint Management, Invoice Processing, General Ledger, Customer Service, Supply Ordering, Insurance, Lines Of Credit, Financial Risk, Leadership, Management, Risk Management
Education
University of Alabama at Birmingham 1990 — 1990
University of Alabama 1987 — 1990
Citi Private Bank October 2014 - Present
Fidelity Investments February 2012 - October 2014
Merrill Lynch August 2008 - September 2011
Wachovia, A Wells Fargo Company July 2005 - May 2008
Skills
Series 7, Strategic Financial..., Retirement Planning, Wealth Management, Finance, Investments, Loans, Portfolio Management, Mutual Funds, Financial Advisory, Mortgage Lending, Securities, Fixed Annuities, Capital Markets, Relationship Management, Sales, Financial Analysis, Investment Strategies, Asset Allocation, Asset Management
Education
CFA Institute
CFA Charterholder
University of Central Florida - College of Business Administration 2000 — 2004
BSBA, Finance
Wells Fargo, Wholesale Technology January 2005 - Present
Wells Fargo, Wholesale Technology January 2009 - January 2012
Wachovia, A Wells Fargo Company January 2005 - January 2009
Peoplesoft/YouCentric August 2002 - January 2005
Amdocs April 1998 - August 2002
Skills
Spring, Java Enterprise Edition, Hibernate, Tomcat, Spring Integration, Hadoop, Maven, Weblogic, JUnit, Spring Batch, Vaadin, Quality Assurance, Spring Roo, Mule ESB, Spring Webflow, MongoDB, Primefaces, Spring Data, angularjs, Dynatrace, EJB, IntelliJ IDEA, JBoss Application Server, Spring Framework, Agile Methodologies, WebLogic, SOA, Unix, SDLC, JSP, XML, JMS, Web Services, Java, Oracle
Education
University at Albany, SUNY 1990 — 1994
BS, MIS, Computer Science
The Mortgage Connection Inc. November 2008 - Present
Wachovia, A Wells Fargo Company January 2008 - October 2008
First Franklin October 2004 - December 2007
Desana Systems January 2000 - April 2002
Skills
Loans, Mortgage Banking, Credit, Loan Origination, FHA, Refinance, Mortgage Lending, Banking, Underwriting, Sales, Consultative Selling, Account Management, Identifying Sales..., Follow up, Marketing, Needs Analysis, Client Relations, B2B Sales, Self-Initiative, Time Management, Business Development
Education
University of California, Santa Barbara 1986 — 1991
BA, History
Growing Kings August 2014 - Present
AmeriCorps VISTA August 2014 - August 2015
Regions Financial Corporation September 2013 - August 2014
Wachovia, A Wells Fargo Company September 2011 - September 2013
Skills
Public Speaking, Leadership, Customer Service, Microsoft Office, Event Planning, Research, Fundraising, Community Outreach, Health and Fitness..., Nonprofits, Youth Mentoring, Negotiation, Special Events..., Training & Development, Interpreting Data, Volunteer Recruiting, Retention Strategies, Problem Solving
Education
University of Alabama
Bachelor of Science (BS), Kinesiology and Exercise Science
ACD Optics Networks Inc CEOACD Optics Networks IncJanuary 2007 - Present
Wachovia, A Wells Fargo Company January 2008 - February 2009
Sprint Nextel 2000 - 2003
Skills
Software Documentation, Telecommunications, Operating Systems, Networking, Data Center, Multitasking Skills, Technical Support, System Administration
Education
University of Cincinnati College of Business 1997 — 1999
Business Admin, Information Systems
John Hancock Investments November 2013 - Present
Bank of America September 2004 - April 2012
Wachovia, A Wells Fargo Company November 1998 - September 2004
Putnam Investments September 1996 - October 1998
Skills
Fixed Income, Derivatives, Bloomberg, Emerging Markets, Series 63, Asset Management, Capital Markets, Financial Risk, ABS, Credit, Analysis, Options, Wealth Management, Mutual Funds, Valuation, Banking, Investments, Series 7, Securities, Forecasting, Financial Analysis, Trading, Equities, Management, Hedge Funds, Portfolio Management, Finance, CDS
Education
University of Arizona 1992 — 1996
BS, 4.0 (major)
Luxury Home Magazine Charlotte January 2014 - Present
Ally Financial Inc. March 2011 - March 2014
Bank of America April 2008 - March 2011
Wachovia, A Wells Fargo Company March 2007 - March 2008
Skills
Luxury Brand Marketing, Social Media Marketing, Print Marketing, Business Strategy, Real Estate, Business Analysis, Portfolio Management, Risk Management, Mortgage Banking, Mortgage Lending, Management, Relationship Management, Banking, Loans, Project Management, Analysis, Mergers & Acquisitions, Negotiation, SDLC, Team Building, Business Intelligence, Vendor Management, Training, Project Portfolio..., Finance, Investments, Strategy, Leadership, Insurance, Business Process..., Project Planning, Process Improvement, Financial Risk, Entrepreneurship, Small Business Marketing
Education
University at Albany, SUNY 2000 — 2003
BA, Psychology
IBERIABANK July 2010 - Present
Wachovia, A Wells Fargo Company August 2005 - July 2010
BBVA Compass 2003 - 2005
AmSouth Bank 2001 - 2003
Skills
Treasury, Commercial Banking, Banking, Sales, Treasury Management, Cash Management
Education
University of Alabama 1996 — 2000
Bachelor of Science, Finance
BBVA Compass December 2013 - Present
Regions Financial Corporation October 2013 - December 2013
Cotton States Insurance® and COUNTRY Financial® October 2011 - September 2013
Wells Fargo Home Mortgage October 2010 - July 2011
Wachovia, A Wells Fargo Company March 2005 - October 2010
Skills
Retirement Planning, Bloomberg, Home Equity Loans, Financial Services, Insurance, Mortgage Lending, Banking, Investments, Retirement, Series 7
Education
University of Alabama 1990 — 1995
Bachelor's Degree, Finance
Allstate September 2014 - Present
TPM Consulting, Inc. June 2010 - September 2014
Wachovia, A Wells Fargo Company 2007 - 2010
Wachovia, A Wells Fargo Company 2005 - 2007
Wachovia, A Wells Fargo Company 2004 - 2005
SouthTrust Bank 2001 - 2004
Skills
Program Management, Strategy, Process Improvement, Integration, Leadership, Management, Project Management, Mergers & Acquisitions, Performance Management, Strategic Planning, Strategic IT Management, PMO Services, SDLC, PMO, Banking, Training, Risk Management, Enterprise Software, PMP, Project Portfolio..., Finance, Team Management, Event Planning, Recruiting
Education
University of Alabama, Manderson Graduate School of Business 1994 — 1996
MBA, Strategic Management
University of Montevallo 1989 — 1994
BBA, Marketing Concentration
University of South Alabama 1997 — 2001
Alabama Banking Association, School of Banking
Consulting for small and mid-sized companies October 2014 - Present
Bexil American Mortgage Inc. October 2011 - Present
Corrao Group October 2009 - October 2011
Wachovia, A Wells Fargo Company January 2006 - October 2009
American Mortgage Network December 2001 - December 2005
Long Beach Acceptance Corp June 1995 - November 2001
AMERICAN RESIDENTIAL MORTGAGE CORPORATION November 1987 - June 1995
Skills
Leadership, Problem Solving, Strategic Planning, Recruiting, Sourcing, Customer Service, Mentoring, Talent Management, Talent Acquisition, Performance Improvement, Organizational..., Leadership Development, Business Process..., Strategic Human..., Employee Relations, Employment Law, Oral & Written..., Strategic Partnerships, Strategic Thinking, Total Rewards, Strategy, Change Management, Executive Management, Management, HRIS, Team Building, Coaching, Start-ups, Mergers & Acquisitions, Employee Benefits, Program Management, Policy, Temporary Placement
Education
University of California, Los Angeles 1983 — 1987
Bachelors, Psychology with Business Emphasis
USDHS
Silicon Valley Bank March 2011 - Present
Bridge Bank April 2010 - March 2011
Comerica Bank September 2007 - March 2010
M&T Bank January 1997 - September 2007
M&T Bank (formerly Allfirst Bank) January 2001 - January 2002
M&T Bank (formerly Allfirst Bank) January 1997 - January 2001
Wachovia, A Wells Fargo Company January 1994 - January 1997
Skills
Banking, Asset Based Lending, Credit, Business Strategy, Portfolio Management, Equities, Venture Capital, Commercial Banking, Private Equity, Commercial Lending, Financial Services, Loans, Middle Market, Structured Finance
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
MBA, Finance
University of Baltimore
Bachelor of Science, Finance
Wells Fargo February 2012 - March 2015
Wachovia, A Wells Fargo Company September 2008 - August 2009
Wachovia July 2006 - September 2008
Wachovia June 2004 - January 2007
CORPORATE & INVESTMENT BANKING RECRUITING June 2004 - July 2006
Wachovia July 2003 - June 2004
National Broadcasting Company January 2002 - March 2002
Skills
Customer Service, Event Management, Event Planning, Management, Marketing, Sales, Marketing Strategy, Public Relations
Education
University of North Carolina at Charlotte
University of Alabama
B.A, Communication and Information Sciences, Public Relations
Applied Strategy Incorporated 2011 - December 2011
Wachovia, A Wells Fargo Company February 2011 - November 2011
Wachovia, A Wells Fargo Company 2009 - 2011
Wachovia, A Wells Fargo Company 2007 - 2009
Skills
Bilingual-Spanish, Business Analysis, Fast Learning, Detail Orientation, Goal Oriented, Cross-functional Team..., Problem Analysis
Education
University of Central Florida - College of Business Administration 2006 — 2011
BSBA Accounting
Valencia Community College
Associate Degree in Accounting
Bank of the West March 2012 - Present
Wells Fargo January 2010 - March 2012
Wachovia, A Wells Fargo Company August 2006 - January 2010
Washington Mutual Bank October 2000 - August 2006
Bank of America 1998 - 2000
Skills
Coaching, Talent Acquisition, Performance Management, Employee Engagement, Banking, Full-cycle Recruiting, Salary Negotiation, Workforce Planning, Recruitment/Retention, Talent Management, Applicant Tracking..., Interviewing, Hiring, Sourcing, Compensation, Direct Sourcing, Cold Calling, Resume Writing, PeopleSoft, Succession Planning, College Recruiting, Vendor Management, Compliance, Executive Search, Mentoring, Team Building, Employment Law, Process Improvement, Talent Development, Management Consulting, Career Counseling, Team Leadership, Leadership Development, Mergers, New Business Development, Strategic Sourcing, Mortgage, Change Management, HR Strategy, Recruiting, Mortgage Lending, Social Networking, Social Media, Deferred Compensation, Interviews, Benefits Negotiation, SDLC, Screening Resumes, Mergers & Acquisitions, Personnel Management
Education
University of California, Los Angeles
Human Resource Management Certification Program
University of California, Riverside
BA Psychology, Double Minor in Business and Human Development
Mythic January 2013 - Present
Yvette W Ferris Foundation, Inc. October 2011 - May 2014
Mythic January 2011 - January 2013
Wachovia, A Wells Fargo Company January 2009 - October 2010
Wachovia April 2007 - January 2009
Bank of America 2006 - 2007
Bank of America 2002 - 2006
Bank of America 2001 - 2002
Domino's Pizza 1998 - 2001
Domino's Pizza 1997 - 1998
Skills
Integrated Marketing, Strategic Planning, Leadership, Brand Architecture, Channel Strategy, Segmentation, Direct Marketing, Analytics, Marketing Strategy, One-to-one Marketing, Customer Acquisition, Financial Services, B2B Marketing, Product Marketing, Cross-functional Team..., Strategy, Marketing Communications, E-commerce, Marketing, Digital Marketing, CRM
Education
University of North Carolina at Chapel Hill 1987 — 1991
BA, Economics
University of Colorado at Boulder 1994 — 1996
MBA/MA, Integrated Marketing
Corporate America Credit Union December 2012 - Present
Corporate America Credit Union December 2008 - December 2012
Regions Financial Corporation November 2007 - December 2008
Wachovia, A Wells Fargo Company September 2005 - November 2007
Wells Fargo Financial May 2003 - September 2005
Education
University of Alabama 2000 — 2003
Bachelor of Commerce and Business Administration, Finance
Allstate December 2012 - Present
Covenant Wealth Management, LLC May 2010 - December 2012
Covenant Financial Advisors March 2007 - May 2010
Wachovia, A Wells Fargo Company October 2005 - March 2007
Metropolitan Life Insurance Company June 2003 - October 2005
Ameriprise Financial Services, Inc. January 2003 - June 2003
AT&T, Inc. 1998 - 2002
SBC August 1978 - July 2001
Skills
Disability Insurance, Life Insurance, IRAs, Insurance, Long-term Care, Estate Planning, ERISA, Investment Portfolio, Retirement Planning, Fixed Annuities, Account Management, Financial Services, Wealth Management, Finance, 401k, Financial Advisory, Employee Benefits, 401k Rollovers, Long Term Care Insurance, Investments, Roth IRA, Wealth, Health Insurance, Portfolio Management
Education
Webster University 1991 — 1994
MA, Management
University of Central Arkansas 1973 — 1978
BS, Business, Management, Marketing, and Related Support Services
Bank of America Merrill Lynch January 2011 - Present
Wachovia, A Wells Fargo Company September 2006 - January 2011
Wells Fargo Bank June 2004 - January 2011
Skills
Spanish, Notary Public, Series 7, Insurance, Real Estate License, Series 66, English, Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, FINRA, Financial Analysis, Business Analysis, Financial Services, Lines Of Credit, Loans, Mergers, Mergers & Acquisitions, Mortgage Lending, Portfolio Management, Private Equity, Relationship Management, SBA 504, Sales, Series 63, Structured Finance, Uniform Combined State..., Valuation, Wealth Management, Small Business Lending, Cash Management, Commercial Mortgages, Loan Origination, Cross Selling, Underwriting
Education
University of California, Irvine 2000 — 2004
BA, Law
Universitat de Barcelona 2002 — 2002
Certificate, Spanish
Davis High School 1998 — 2000
General
QuietStream Financial June 2014 - April 2015
SN Servicing Corporation 2013 - 2014
Hilltop Advisors 2011 - February 2013
Wachovia, A Wells Fargo Company January 2002 - 2010
Deloitte & Touche LLP July 1998 - December 2001
Skills
Budgeting, Financial Forecasting, Revenue Forecasting, Underwriting, Portfolio Management, Financial Analysis, Financial Accounting, Financial Reporting, Financial Modeling, Commercial Real Estate, Process Improvement, Microsoft Office..., Investor Reporting, Sarbanes-Oxley Act, Internal Controls, Compliance Testing, Auditing, Credit, Mortgage Lending, Loans, Loan Servicing, Financial Services, Executive Management, Mortgage Servicing, Banking, Budgets, Loss Mitigation, Real Estate, Mortgage Banking, Financial Risk, Finance, Management
Education
University of Cincinnati 1994 — 1998
Bachelor of Business Administration, Double Major -Accounting and Finance
Grandview Heights
Grandview Heights
Grandview Heights
Grandview Heights
JPMorgan Chase February 2012 - Present
JP Morgan Chase April 2011 - August 2012
Bank Mendes Gans October 2003 - April 2011
Wachovia, A Wells Fargo Company 2002 - 2003
Wachovia Bank 1998 - 2002
Bank of Tokyo-Mitsubishi 1989 - 1996
Bankers Trust 1987 - 1989
Goldman Sachs 1986 - 1987
Skills
Treasury, Banking, Treasury Management, Cash Management, Liquidity Management
Education
University of North Carolina at Chapel Hill 2000 — 2000
Executive Leadship Program
Saint John's University 1987 — 1990
MBA, International Finance
University at Albany, SUNY 1981 — 1985
B.S., Economics and Business
Wachovia, A Wells Fargo Company 2004 - Present
Wells Fargo 2004 - Present
Provident Bank September 1984 - July 2004
Skills
Internal Audit, Financial Analysis, Internal Controls, Auditing, Financial Reporting, US GAAP, Enterprise Risk..., Sarbanes-Oxley, Financial Risk, External Audit, Accounting
Education
University of Cincinnati 1987 — 1990
Wells Fargo Bank December 1989 - September 2014
BeauMeck Development January 2000 - December 2010
Capital One May 2002 - June 2005
Price Waterhouse Coopers December 1987 - November 1999
Wachovia, A Wells Fargo Company December 1989 - April 1998
Andersen Consulting July 1985 - December 1987
Education
University of Alabama
MBA, Finance
University of North Carolina at Chapel Hill
B.A., Journalism
Fifth Third Bank March 2015 - Present
Fifth Third Bank March 2014 - March 2015
Fifth Third Bank April 2012 - March 2014
Fifth Third Bank November 2009 - April 2012
Fifth Third Bank June 2008 - November 2009
Wachovia, A Wells Fargo Company July 2006 - June 2008
Fifth Third Bank October 2003 - July 2006
EY July 2000 - October 2003
Education
The University of Chicago 2003 — 2006
MBA, Finance and Economics
University of Cincinnati 1999 — 2000
MS, Accounting
University of Cincinnati 1995 — 2000
BBA, Finance and Accounting
Wachovia, A Wells Fargo Company 2001 - 2004
Family Dollar 1998 - 2001
Skills
Editing, Copy Editing, Proofreading
Education
University at Buffalo
Jefferies & Company March 2010 - Present
Wachovia, A Wells Fargo Company May 2006 - May 2011
Calypso Technology 2005 - 2006
Principia Partners 2004 - 2005
SunGard Risk & Trading 1999 - 2003
Integral Development Corporation 1999 - 2002
Skills
Professional Services, Trading Systems, Fixed Income, Product Management, Capital Markets, Credit Derivatives, Interest Rate..., Equities, Back Office, Equity Derivatives, Financial Markets, Trading, Middle Office, Swaps, Calypso, Options, Software Development, Derivatives, IT Strategy, Financial Services, Business Analysis, Electronic Trading, Market Risk, FX Options, Bonds
Education
University of California, Santa Barbara 1988 — 1993
Wells Fargo co July 2010 - Present
Wachovia, A Wells Fargo Company January 2010 - July 2010
Wells Fargo January 2009 - August 2009
Merrill Lynch January 2007 - December 2008
First Residential Mortgage 2004 - 2007
JS Analytics May 2006 - October 2006
Skills
Mortgage Lending, Portfolio Management, Investments, Wealth Management, Asset Managment, Insurance, Financial Analysis, Loans, Banking, Finance, Credit Analysis, Credit, Underwriting, Valuation, Strategic Planning, Financial Modeling, Real Estate, Credit Risk, Business Analysis, Equities
Education
University of Alabama, Manderson Graduate School of Business 2003 — 2004
Master of Arts (M.A.), Banking and Finance
University of Alabama in Huntsville 2000 — 2003
BSBA, Finance
Devotio Consulting, L.L.C. October 2006 - Present
Wachovia, A Wells Fargo Company May 2006 - October 2006
Sage Software January 2005 - May 2006
Catalina Marketing November 2002 - November 2004
General Electric Medical Systems January 1999 - May 2002
Hollywood Video Entertainment July 1998 - December 1999
Network Computing Devices (NCD) December 1997 - July 1998
VitalWorks March 1996 - December 1997
Intel, Inc March 1995 - March 1996
Education
University of Alaska Anchorage 1989 — 1995
Computer Science, Electrical Engineering
Equifax October 2013 - Present
Equifax April 2012 - October 2013
Wells Fargo Bank June 2008 - August 2011
Wachovia, A Wells Fargo Company June 2008 - October 2010
Household Finance January 2005 - May 2008
Skills
Series 6, Series 63, Loans, Mortgage, Investments, Credit, Teamwork, Credit Analysis, Mortgage Lending, Consumer Lending, Banking, Financial Planning, Customer Service, Mutual Funds, Portfolio Management, Risk Management, CRM, Finance, Strategic Financial..., Insurance
Education
University of Alabama 1998 — 2003
Bachelor's
UNC Charlotte December 2014 - Present
University of North Carolina at. Charlotte October 2012 - Present
University of North Carolina at Charlotte August 2010 - Present
Wachovia, A Wells Fargo Company August 2008 - February 2010
Back Creek Christian Academy June 2004 - July 2008
Miles & Associates February 1998 - August 1999
UNC Charlotte October 1997 - January 1998
Miles & Associates September 1995 - October 1997
United Way of South Carolina February 1992 - 1995
American Red Cross September 1989 - February 1992
Skills
Accounts Payable, Financial Analysis, Microsoft Office, Microsoft Excel, Budgets, System Administration, Process Improvement, Data Analysis
Education
Lewiston High School 1984 — 1985
Amana High School 1978 — 1984
University of Alabama
Liberal Arts and Sciences/Liberal Studies
University of Iowa
Liberal Arts and Sciences/Liberal Studies
University of South Carolina-Columbia
Accounting and Finance
University of Southern Maine
Organizational Communication, General
West Coast Financial April 2014 - Present
West Coast Financial January 2013 - April 2014
Wells Fargo Bank April 2010 - January 2013
Wachovia, A Wells Fargo Company November 2009 - April 2010
Game Crazy January 2007 - November 2009
The Limited June 2006 - September 2006
JC Penney April 2005 - August 2005
Skills
Customer Service, Inventory Management, Loss Prevention, PowerPoint, Microsoft Word, Banking
Education
University of California, Santa Barbara 2005 — 2009
B.A, History
Moorpark High School 2001 — 2005
Graduated, 2005
Self Employed October 2014 - Present
Wells Fargo December 2013 - September 2014
High Country Resort Properties June 2012 - December 2013
Sun Valley Resort February 2010 - February 2012
Transcom Payment Services February 2009 - June 2009
Wachovia, A Wells Fargo Company July 2001 - October 2008
Skills
Marketing, Sales Management, Negotiation, New Business Development, Online Advertising, Budgets, Social Networking, Microsoft Office, Sales, Account Management, Real Estate, Customer Service
Education
University of Arizona 1996 — 2001
Economics with a General Business Minor
Andrews' Family July 2012 - Present
Wachovia, A Wells Fargo Company January 2011 - July 2012
Premier Members FCU June 2010 - November 2010
Wells Fargo December 2008 - April 2010
Victoria's Secret June 2008 - July 2009
AXA Financial January 2008 - May 2008
University of Colorado at Boulder February 2007 - January 2008
Skills
Microsoft Excel, Customer Service
Education
University of Colorado Boulder 2004 — 2008
Finance
Bay Point Advisors, LLC 2012 - Present
Citadel Investment Group 2010 - 2011
ING Investment Management 2003 - 2009
EARNEST Partners 2002 - 2003
Wachovia, A Wells Fargo Company 2001 - 2002
Arthur Andersen Institutional Investment Consulting 1999 - 2001
Goldman Sachs 1996 - 1998
Calibre Financial Group 1993 - 1996
Calibre Financial Group 1993 - 1996
Calibre Financial Group 1993 - 1996
Skills
Asset Managment, Fixed Income, Strategic Planning, Financial Services, Business Development, Hedge Funds, Asset Management, Investment Strategies, Investments, Asset Allocation, Capital Markets, Due Diligence, Equities, Investment Advisory, Finance, Portfolio Management
Education
Briarcrest
University of Alabama
BS
Wachovia Bank June 2009 - Present
Wells Fargo 2002 - Present
Wachovia, A Wells Fargo Company 2002 - 2010
Wells Fargo 2002 - 2009
Education
University of Alabama 1997 — 2001
Bachelor's, Marketing
Applied Biosystems October 2009 - Present
Acquity Group July 2008 - Present
Wachovia, A Wells Fargo Company 2010 - 2011
Wachovia, A Wells Fargo Company 2010 - 2011
Best Western International June 2009 - October 2009
Adobe Systems May 2009 - October 2009
NBC Universal August 2008 - October 2008
University of California August 2007 - March 2008
Seven Studios June 2007 - September 2007
Education
University of California, Irvine 2005 — 2008
B.S., Information and Computer Science
Keeping My Options Open Mortgage Loan OfficerPNC MortgageJune 2010 - September 2014
San Ramon Chamber of Commerce 2009 - 2011
Wachovia, A Wells Fargo Company 1998 - 2008
Cal Band Alumni 1976 - 1986
Skills
Loans, Mortgage Lending, Accounting, FHA, Series 6, Refinance, Marketing Strategy, Mortgage Banking, Training, Commercial Real Estate, Residential Mortgages, Loan Origination, Investment Properties, Underwriting, FHA financing, Referrals, Credit, Home, Residential Homes, Investments, Banking, Certified Mortgage..., Finance, First Time Home Buyers, Real Estate Financing
Education
University of California, Berkeley 1971 — 1976
BA, Sociology
Wells Fargo August 2015 - Present
Wells Fargo October 2014 - August 2015
Wells Fargo February 2013 - October 2014
Wells Fargo Securities, LLC August 2007 - February 2013
Wachovia, A Wells Fargo Company May 2005 - August 2007
Leggett & Platt June 2003 - May 2005
Education
University of Tulsa 2001 — 2003
MS, Finance
Universität Siegen 1999 — 2001
Business
Wells Fargo Home Mortgage August 2013 - Present
Wells Fargo September 2012 - August 2013
Independent Investments November 2009 - September 2012
Wachovia, A Wells Fargo Company June 2009 - October 2009
Wachovia Bank 2005 - 2008
Wachovia Mortgage 1982 - 2008
World Savings / Wachovia Mortgage 1981 - 2008
World Savings July 2001 - October 2005
World Savings July 1990 - July 2001
World Savings 1987 - 1991
Skills
Loans, Underwriting, Compliance, Risk Management, Appraisal, Credit, Mortgage, Mortgage Lending, Call Center, Process Improvement, Loss Mitigation, Strategic Planning, Loan Origination, Team Building, Executive Management, Policy, Customer Service, Vendor Management, Problem Solving, Leadership Development, Mortgage Industry, Insurance, Operations Management, Sales Management, Portfolio Management, Change Management, Hiring, Coaching, Performance Management, Customer Relations, Organizational..., Staff Development, Budgeting, Risk, Asset Management, Banking, Call Centers, Leadership, Appraisals, Mortgage Underwriting, Training, Mortgage Banking, Management, Finance, FHA, Refinance
Education
University of Colorado Boulder 1974 — 1979
Bachelors, Biology / Business
Boulder High School
Wells Fargo Securities, LLC January 2011 - Present
Wells Fargo March 2009 - January 2011
Wachovia, A Wells Fargo Company July 2004 - March 2009
Duke Energy January 2001 - July 2004
Arthur Andersen LLP September 1997 - 2001
Education
University of Alabama 1993 — 1997
BS, Accounting
Wachovia, A Wells Fargo Company 2006 - Present
Wachovia, A Wells Fargo Company November 1998 - June 2006
Education
Università Cattolica del Sacro Cuore
Economia e Gestione Aziendale, Economics
TD December 2014 - Present
TD July 2013 - December 2014
Bank of America January 2012 - June 2013
Wachovia, A Wells Fargo Company March 2010 - February 2012
Barclaycard December 2007 - October 2009
AIG September 2007 - November 2007
Anexinet December 2005 - September 2007
Access Group September 2004 - December 2005
Independence Blue Cross May 2004 - August 2004
BankOne July 2003 - February 2004
Skills
SDLC, Business Intelligence, Project Management, Troubleshooting, Networking, Data Warehousing, Software Documentation, Quality Assurance, Business Process, Data Analysis, Business Requirements, Integration, Visio
Education
University of California, San Diego 1988 — 1991
BA, Political Science, English
Common Sense Media June 2015 - Present
Common Sense Media August 2011 - June 2015
KQED 2000 - January 2014
Common Sense Media August 2009 - July 2011
Wachovia, A Wells Fargo Company June 2006 - July 2009
World Savings March 2005 - June 2006
NBC, CBS, FOX News Affiliates 1998 - 2005
Academy of Art University 1997 - 2005
University of California at Berkeley January 1996 - December 1997
Public Television 1995 - 1997
Skills
Video Producer, Journalism, Video Editing, Video Production, Script Writer, Production Planning, Field Producer, Strategic Communications, Screenwriter, Video Instruction, Proposal Writing, Department Budgeting, Corporate Communications, Corporate Training, Digital Storytelling, News Editing, Directing, Post Production, Castings, News Writing, Documentaries, Project Management, Editing, Video, Digital Media, Web Video, Final Cut Pro, Producing, Creative Direction, Content Development, Field Producing, Broadcast Television, Digital Video, Non-linear Editing, Creative Writing, Production Managment, Commercials, Broadcast Journalism, Storytelling, Television, Media Production, Entertainment, Editorial, Videography, Content Strategy, Broadcast, Pre-production, New Media, Product Marketing, Multimedia
Education
University of California, Berkeley 1988 — 1991
Masters, Journalism
University of California, Los Angeles 1984 — 1988
Bachelors of Arts, Mass Communications
MetLife September 2015 - Present
MetLife August 2013 - September 2015
Bank of America January 2010 - August 2013
Wachovia, A Wells Fargo Company November 2007 - July 2009
Wachovia September 2007 - November 2007
Wachovia 2005 - 2007
Skills
Monthly Reporting, Monthly Close, Essbase, Variance Analysis, Ad Hoc Reporting, Excel, Access, PowerPoint, Outlook, Pivot Tables, Database Administration, Databases, Financial Reporting, Performance Reporting, Partnering, Strategic Partnerships, Financial Forecasting, Trend Forecasting, Budget Process, Expense Management, Trend Analysis, Problem Solving, Microsoft Excel, Loans, Banking, Budgets, Corporate Finance, Internal Controls, Management, Analysis, Finance, Financial Analysis
Education
University of Alabama at Birmingham 2004 — 2007
Bachelor, Accounting, Finance, Business Administration
US Bank September 2003 - Present
TD Bank Group September 2000 - September 2003
Wachovia, A Wells Fargo Company 1998 - September 2000
Barnett Bank February 1988 - July 1998
Skills
Credit Risk, Commercial Banking, Banking, Credit, Credit Analysis, Financial Analysis, Wealth Management, Private Banking, Underwriting, Commercial Lending, Commercial Real Estate, Consumer Lending, Mortgage Lending, Small Business Lending, Loans, Loan Origination, Retail Banking, Portfolio Management, Lines Of Credit, Treasury Management, Commercial Mortgages
Education
University of Central Florida - College of Business Administration 1983 — 1987
B.S.B.A, Business Administration
Citi 2013 - Present
Wachovia, A Wells Fargo Company February 2009 - May 2012
Bank of America December 1997 - February 2009
Skills
Portfolio Management, Investments, Banking, Credit, Loans, Finance, Financial Services, Leadership, Management, Series 63, Mortgage Lending, Credit Analysis, Loan Origination, Mortgage Banking, Consumer Lending, Commercial Lending, Commercial Banking, Small Business Lending, Financial Analysis, Credit Risk
Education
Université du Québec 1991 — 1994
Bachelor, Business Administration
Wells Fargo 2009 - Present
Wachovia, A Wells Fargo Company 2005 - 2009
Pine Ridge Partners, a private equity firm 2004 - 2005
PriceWaterhouseCoopers Consulting, a management consulting firm 1999 - 2003
AirTouch Communications (now Vodafone) 1995 - 1999
AirTouch Communications (now Vodafone) 1993 - 1995
Education
University of California, Berkeley, Haas School of Business 1997 — 1999
Masters, Business Administration
University of California, Berkeley
Bachelor of Arts (BA), Economics
Starz Entertainment December 2011 - Present
Reliant Tax Consulting, Inc August 2010 - November 2011
Wachovia, A Wells Fargo Company October 2009 - July 2010
Education
University of California, Riverside 2004 — 2009
Wachovia, A Wells Fargo Company hmc complianceshell1995 - 2009
Education
University of Arizona 1991 — 1995
Anthropology
Wells Fargo Bank November 2011 - Present
Wells Fargo January 2011 - October 2011
Wachovia, A Wells Fargo Company August 2009 - January 2011
Wachovia, A Wells Fargo Company August 2008 - August 2009
Wachovia, A Wells Fargo Company July 2007 - August 2008
World Savings March 2004 - May 2006
Skills
FHA, Mortgage Lending, Real Estate, Appraisals, Risk Management
Education
University of California, Los Angeles 1999 — 2003
BA
Eli Lilly and Company May 2015 - Present
Pfizer November 2012 - Present
Pamlab, LLC 2010 - 2012
Bernini Construction Corporation 2007 - 2010
Wachovia, A Wells Fargo Company 2005 - 2007
JPMorgan Chase 2004 - 2005
Wachovia, A Wells Fargo Company 2000 - 2004
Abbott 1997 - 2000
Skills
Sales Operations, Business Development, Negotiation, Sales, Sales Effectiveness, Marketing, New Business Development, Pharmaceutical Industry, Neurology, Account Management, Endocrinology, Strategic Planning, Cardiology, Pharmaceutical Sales
Education
University of Bridgeport 1991 — 1995
B.A., Mass Communication/ Minor in Marketing
Sunwest Bank April 2014 - Present
Comerica June 2011 - January 2014
First Private Bank & Trust October 2009 - June 2011
Wachovia, A Wells Fargo Company August 2006 - August 2009
Wells Fargo Bank 2001 - 2006
Skills
Asset Based Lending, Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Fundraising, Leadership, Loans, Portfolio Management, Small Business Lending, Underwriting, Credit Risk, Treasury Management, Lines Of Credit
Education
University of California, San Diego 1987 — 1990
BA, Management Sciences
Duke Energy February 2009 - Present
Wachovia, A Wells Fargo Company February 2006 - March 2008
Silver Freidman & Taff 1988 - 1992
Skills
Financial Analysis, Mergers & Acquisitions, Program Management, Project Management, Analysis, Process Improvement, Finance, Financial Reporting, Contract Management, Government Contract..., Sarbanes-Oxley Act, Cost Control, Cost Reporting, Management, Budgets, Sales, Microsoft Excel, Customer Service, Microsoft Office, cross-functional..., Research, Group Financial...
Education
University of Maryland University College 2015 — 2019
MBA, Business-Financial Management, 4.0
University of Maryland University College 2004 — 2005
Master of Business Administration (M.B.A.), Finance and Financial Management, 4.0
University of Maryland University College 2001 — 2004
MS, Business-Financial Management, 3.8
State University of New York at Albany 1979 — 1983
Bachelor's Degree, Political Science and Biological Anthropology, 3.0
Wachovia, A Wells Fargo Company November 2007 - September 2009
Education
University of Bridgeport 2009 — 2012
bachelor's, general studies
University of Bridgeport 2009 — 2012
bachelor's, general studies
Housatonic College 1999 — 2001
none, art/psychology
Wachovia, A Wells Fargo Company January 1985 - June 2008
Education
University of California, Hastings College of the Law 1977 — 1980
JD, Law
Colonial Bank February 2007 - Present
Wachovia, A Wells Fargo Company November 2005 - January 2007
SouthTrust Bank June 1999 - November 2005
SouthTrust Bank May 1998 - June 1999
Education
University of Alabama at Birmingham 1989 — 1990
none, Business Managemen
University of Alabama 1987 — 1989
none, Business Management
Sherpa, LLC November 2007 - Present
Bank of America March 2008 - April 2010
Bank of America November 2007 - March 2008
Wachovia, A Wells Fargo Company March 2002 - January 2007
Wachovia, A Wells Fargo Company September 1996 - March 2002
Education
University at Albany, SUNY
Complete Benefit Alliance January 2008 - June 2013
Wachovia, A Wells Fargo Company June 2007 - January 2008
Skills
Visio, System Administration, MS Project, Visual Basic, Databases, Employee Benefits, Access, SharePoint, PeopleSoft, Banking, Management, Volunteering, Employee Training, Training, Whole Life
Education
University of Alabama at Birmingham 2003 — 2007
Bachelor of Sciance, Management Information System
Adams Communications and Engineering Inc January 2015 - Present
Intratek Computer Inc October 2013 - Present
KellyConnect -Kelly Services May 2013 - July 2013
Wells Fargo Home Mortgage September 2011 - April 2013
Pangeatwo March 2011 - May 2011
Career Concepts 2010 - 2011
SunGard February 2007 - December 2010
Hubbard Systems Inc October 2005 - January 2007
Wachovia, A Wells Fargo Company April 2001 - September 2005
Consolidated Pipe & Supply Co., Inc 1991 - 1994
Skills
Excel, PowerPoint, Outlook, Access, OMNI, Microsoft Office, Customer Service, Adobe Acrobat, Spreadsheets, Data Entry, Internet Explorer, Research, Typing, Telephone Skills, Administrative Support, Windows, Word, Benefits Administration, Customer Relations, Problem Solving, Accounting, Call Center, Teamwork, Employee Benefits, Writing, Benefits, Accounts Receivable, Microsoft Excel, Financial Services, Training, Human Resources, Call Centers, Coaching, Lotus Notes, Team Building, Software Documentation, Analysis, Administrative..., Employee Relations, Process Improvement, 401k, Management, Microsoft Word, Defined Benefit, Retirement, Payroll, Time Management, iOS, Apple OS, Business Analysis
Education
New Horizons Learning 1999 — 1999
MCP, MicroSoft Network
University of Alabama at Birmingham 1983 — 1988
BS, Accounting major Management minor
University of Alabama at Birmingham 1983 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo September 2011 - Present
Wells Fargo November 2009 - August 2011
Wachovia, A Wells Fargo Company 2005 - 2009
Wachovia, A Wells Fargo Company 2003 - 2005
Transamerica Reinsurance 1999 - 2003
Education
University of North Carolina at Charlotte 1998 — 2000
MBA, Finance
Universität Hohenheim 1995 — 1998
Business Administration and Economics
Wirtschaftsgymnasium Schwaebisch Hall
Western & Southern Financial Group 2011 - Present
Fifth Third Bank 2010 - 2011
Wells Fargo 2006 - 2010
Wachovia, A Wells Fargo Company 2002 - 2006
Education
University of Cincinnati
Associates, Criminal Justice
California Republic Bank Vice PresidentWells Fargo Bank2008 - 2010
Wachovia, A Wells Fargo Company 2005 - 2008
Western Financial Bank 1999 - 2005
Education
University of California, Irvine - The Paul Merage School of Business 2001 — 2004
MBA, Strategic Planning
Villanova University 1993 — 1997
BS, Finance
Southern Energy Homes September 2009 - Present
Cavalier Homes, Inc. April 2005 - September 2009
Cavalier Homes, Inc. April 2005 - September 2008
Crowe Horwath LLP March 2003 - January 2005
Domtar July 2001 - March 2003
Georgia-Pacific LLC May 2000 - June 2001
Wachovia, A Wells Fargo Company September 1999 - May 2000
Regions Financial Corporation February 1997 - September 1999
Regions Financial Corporation January 1995 - February 1997
Skills
General Ledger, Financial Reporting, Accounting, Financial Accounting, Tax
Education
Vanderbilt University - Owen Graduate School of Management 1989 — 1991
Master of Business Administration (M.B.A.), Accounting and Finance
University of Alabama at Birmingham 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Wachovia, A Wells Fargo Company August 1997 - Present
Skills
Financial Analysis, Retail Banking, Microsoft Office, Banking, Customer Service, Mortgage Lending, Financial Services
Education
State University of New York at Buffalo 1987 — 1991
Business Administration and Management, General
Florida Community Bank July 2011 - Present
Wachovia, A Wells Fargo Company September 2009 - July 2011
Wachovia, A Wells Fargo Company September 2002 - August 2009
First Union National Bank June 1995 - August 2002
First Union National Bank October 1991 - May 1995
Florida Federal Savings Bank September 1982 - September 1991
Skills
Mergers & Acquisitions, Loans, Portfolio Management, Credit, Commercial Banking, Commercial Lending, Banking, Consumer Lending, Credit Analysis, Commercial Mortgages, Lines Of Credit, Loan Origination, Small Business Lending, Cross Selling, Mortgage Lending
Education
University of Central Florida - College of Business Administration 2000 — 2003
Bachelor of Science, Business Administration
Valencia Community College 1996 — 1999
Associates in Science, Business
Capital One May 2012 - Present
Bank of America June 2007 - June 2011
Wachovia, A Wells Fargo Company January 2006 - June 2007
intercontinental bank PLC August 1999 - September 2004
Skills
Credit, Small Business Lending, Loans, Retail Banking, Banking, Mortgage Lending, Relationship Management, Cash Management, Consumer Lending, Credit Analysis, Financial Analysis, Risk Management
Education
The University of Birmingham
MBA
University of Ilorin
Bsc, Accounting
Wells Fargo April 2012 - Present
Wells Fargo Bank October 2008 - March 2012
Wachovia, A Wells Fargo Company November 2006 - September 2008
First Data Corporation - REMITCO June 2004 - October 2006
First Union National Bank - Wachovia Bank 1997 - 2004
Star Bank 1996 - 1997
Skills
Risk, Vendor Management, Banking, Reg Z, Lockbox, Remittance Processing, Third Party Vendor..., Vendor Relationships, Payment Card Processing, Outsourcing, Credit Card Transaction..., Vendor Audit, Transaction Processing, Operations Management, Financial Risk, Treasury Management, Relationship Management, Treasury Services, Project Management, Cash Management, Operational Risk..., Business Analysis, Financial Services
Education
Hanover High School
University of Cincinnati
Wachovia, A Wells Fargo Company 2005 - 2011
Wells Fargo 2005 - 2011
FIS - Fidelity Information Services January 1995 - June 2005
Skills
Project Coordination, Process Development, Process Improvement
Education
Villanova University 2010 — 2010
Green Belt, Six Sigma
University of Alabama
BS, Mathematics