Wachovia, A Wells Fargo Company
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Wachovia, A Wells Fargo Company Employees
PNC February 2013 - Present
PNC Financial Services Group June 2011 - February 2013
SunTrust Bank March 2008 - June 2011
Capital One June 2007 - February 2008
Wachovia, A Wells Fargo Company March 2004 - May 2007
Transam Travels March 2002 - February 2004
British Airways January 1997 - March 2002
Skybird Travels December 1995 - December 1997
Skills
Credit, Banking, Loans, Sales, Commercial Lending, Commercial Banking, Portfolio Management, Credit Risk, Financial Analysis, Treasury Management, Cash Management, Relationship Management, Lines Of Credit, Cross Selling, Commercial Mortgages, Small Business Lending, Risk Management, Loan Origination, Asset Based Lending, Finance, Financial Services, SBA, Merchant Services
Education
IITC
MBA
University of Mumbai
BS, Business Finance & Management, Economics, Marketing, and Accounting
Hershey Insurance Partners April 2012 - Present
Nationwide Insurance April 2011 - January 2012
Insphere Insurance Solutions June 2010 - April 2011
Wachovia, A Wells Fargo Company January 2008 - March 2009
Countrywide Home Loans January 2004 - January 2008
Continental Airlines June 1992 - March 2005
Skills
Risk Management, Underwriting, Fixed Annuities, Sales Management, Term Life Insurance, New Business Development, Retirement Planning, Sales, Negotiation, Strategic Planning, Account Management, Team Building, Insurance, Licensed Life & Health..., Health Insurance, Customer Service, CRM, Leadership, Business Development, Management, Marketing, Direct Sales, Strategy, Sales Process, Cold Calling, Analysis, Banking, Coaching, Salesforce.com, Marketing Strategy, Small Business, Lead Generation, General Insurance, Recruiting, Process Improvement, Customer Satisfaction, Financial Analysis, Sales Presentations, Brokers, Life Insurance
Education
University of Maryland University College 2009 — 2018
Business/Commerce, General
Gravity Project March 2014 - Present
Living Hope International March 2011 - March 2014
Wachovia, A Wells Fargo Company 2008 - 2010
Skills
Video Editing, Social Media, Photography, Videography, Nonprofits, Multimedia, Editing, Copy Editing, Creative Writing, Public Speaking, Journalism, WordPress, Adobe Creative Suite, Photoshop, Digital Photography, Creative Direction, Film, Project Management
Education
University of Minnesota-Twin Cities 2003 — 2007
B.A., Communication Studies, Spanish
Wells Fargo March 2012 - Present
Regions Bank November 2004 - March 2012
First Citizens Bank September 1997 - October 2004
Wachovia, A Wells Fargo Company June 1987 - September 1997
Education
University of North Carolina at Chapel Hill 1983 — 1987
BA, Industrial Relations
Bloc, Inc. October 2013 - Present
Privia Health October 2011 - January 2015
TradeKing January 2010 - September 2011
Netphase, LLC. May 2007 - August 2011
Datric Inc. February 2007 - September 2009
Third Day Web Design & Development 2004 - May 2007
Wachovia, A Wells Fargo Company September 2001 - February 2007
Compuware February 2001 - September 2001
Quovera 1999 - 2001
Planetweb 1997 - 1999
Skills
Ruby on Rails, JavaScript, Java, Photoshop, Git, MySQL, MongoDB, Server Architecture, System Administration, Unit Testing, Database Administration, Database Design, HTML 5, Healthcare, HIPAA, Data Security, Health Information..., Healthcare Information..., PHP, Unix, Linux, HTML5, OmniGraffle, Joomla, Wordpress, Titanium, Sybase, ORM, DAO, AWS, EC2, Eclipse, Jetty, Websphere, TextMate, Shell Scripting, Advanced CSS, HAML, SASS, Cucumber, RSpec, SQL, Stored Procedures, Web Sockets, Ruby, Writing Skills, Web Applications, WordPress, Mobile Applications, Web Development
Education
University of North Carolina at Chapel Hill 1994 — 1997
BA, Visual Communications - JOMC
American Century Investments April 2013 - Present
Natixis Global Asset Management May 2010 - April 2013
Principal Financial Group February 2007 - May 2010
Wachovia, A Wells Fargo Company September 1997 - February 2007
Skills
Mutual Funds, 401k, Retirement Planning, Investments, Series 7, Series 63, Financial Services, Asset Allocation, Retirement, Wealth Management
Education
University of North Carolina at Chapel Hill 1992 — 1996
Journalism and Mass Communication
Ideal Image April 2014 - Present
AIR Worldwide 2011 - February 2012
Sapient March 2011 - September 2011
Wachovia, A Wells Fargo Company February 2010 - June 2010
The Colonial Williamsburg Foundation January 2009 - May 2009
James River Institute for Archaeology September 2008 - January 2009
Fishbones November 2006 - June 2008
Skills
Customer Service, Healthcare, Mental Health Care, Psychology, Nursing, Office Administration, Office Management, Receptionist Duties, Financial Transactions
Education
University of Massachusetts Boston 2010 — 2012
M.S., Mental Health Counseling
University of Michigan-Dearborn 2006 — 2008
B.A., Anthropology
University of Toledo 2004 — 2005
B.A., Anthropology
Prudentia Fiduciary Partners December 2014 - Present
Regions Financial Corporation 2010 - December 2014
Whitney National Bank October 2009 - August 2010
Wachovia, A Wells Fargo Company February 2008 - September 2009
The Trust Company of Sterne Agee September 2006 - December 2007
Wachovia, A Wells Fargo Company August 2005 - September 2006
American Guaranty & Trust March 2002 - August 2005
Corporate Stock Transfer, Inc. January 2000 - December 2001
Skills
Retirement Planning, Investment Advisory, Portfolio Management, Estate Planning, Strategy, Risk Management, Investments, Management, Business Development, Securities, Financial Services, Asset Allocation, Investment Management, Wealth Management, Marketing
Education
University of New Orleans 1995 — 1997
B.S., Business Administration
Eagle Strategies, LLC October 2013 - November 2014
Highlander Financial Group June 2012 - August 2013
Financial Advantage Associates October 2010 - June 2012
Wachovia, A Wells Fargo Company July 2009 - September 2010
Education
University of Maryland College Park 2005 — 2009
Bachelor of Science (B.S.), Finance, General
University of Maryland College Park
Bachelor of Science (B.S.), Finance
SOUTHBank January 2007 - Present
Community Bank August 2005 - January 2007
Wachovia, A Wells Fargo Company October 1996 - July 2005
Skills
Credit, Banking, Commercial Banking, Loans, Commercial Lending, Consumer Lending, Lines Of Credit, Portfolio Management, Retail Banking, Private Banking, Real Estate Development, Mortgage Lending, Small Business Lending, Investment Properties
Education
University of Maryland College Park 1993 — 1996
BS, Business Management
Wells Fargo Bank July 2009 - Present
Wachovia, A Wells Fargo Company January 1990 - Present
Skills
Loans, Portfolio Management, Mortgage Lending, Banking
Education
University of Mobile
Organizational Management, Business
Makeup for Your Day December 2000 - Present
Chanel May 2004 - Present
Wachovia, A Wells Fargo Company April 2007 - May 2011
Laura Mercier Cosmetics 2006 - 2009
Bobbi Brown Cosmetics May 2004 - 2009
The Legacy Life Group May 2006 - November 2006
Nordstrom/ Bobbi Brown Cosmetics August 2005 - June 2006
Clarins August 2000 - July 2005
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor's, Biology/ Afro-African American Studies
Bertie High School 1996 — 2000
High School Diploma
Benfotiamine.Net, Inc. www.benfotiamine.net www.benfotiamine.org 2004 - Present
School District of Palm Beach County April 2008 - September 2011
Wachovia, A Wells Fargo Company April 2002 - April 2008
United States Air Force December 1983 - December 1990
Skills
Customer Service, Strategic Planning, Team Building, Leadership, Public Speaking, Event Planning, Coaching, Microsoft Office, Nonprofits, Microsoft Excel, Marketing, Research, Training, PowerPoint, Program Management, Management, Microsoft Word, Diabetes Management, Diabetic Neuropathy, Neuropathy, Sciatica, Diabetic Retinopathy, Vitamins, Holistic Medicine, Healthcare, Treatment
Education
University of North Carolina at Chapel Hill 1978 — 1980
BA, Political Science
University of Vermont 1976 — 1978
1976-1978, Political Science and Government
Phillips Exeter Academy 1974 — 1976
HS Diploma
Wells Fargo 2009 - Present
Wachovia, A Wells Fargo Company 2009 - Present
Wells Fargo Bank 2009 - Present
Wachovia Bank June 2006 - Present
Wachovia Bank July 2005 - June 2006
Wachovia Bank April 2002 - July 2005
Belk Stores Services June 1985 - August 1995
Skills
PMP, Instructional Design, E-learning, PMI, Adult Education, Instructor-led Training, Blended Learning, PMO, ADDIE, Instructional Technology, Curriculum Design, Learning Management, Distance Learning, E-learning Development, Online Training, Classroom Instruction, Web-based Training, Curriculum Development, Training Delivery, Performance Consulting, Needs Analysis, Classroom
Education
University of North Carolina at Chapel Hill 1978 — 1982
BS, Political Science, Psychology
Merkle December 2010 - Present
Harte-Hanks, Inc. September 2006 - December 2010
Bank of America December 2005 - September 2006
Wachovia, A Wells Fargo Company January 2002 - December 2005
Skills
CRM, Account Management, Management, Analytics, Project Management, Customer Service, Digital Marketing, Analysis, Forecasting, Email Marketing, Campaign Management, Database Marketing
Education
Maryland Hall for the Creative Arts 2008 — 2008
Independent Study Certificate, Photography
University of Maryland College Park 2001 — 2005
BA, Studio Art
All Risks, Ltd March 2011 - July 2015
Target Financial & Insurance Services July 2006 - March 2011
Wachovia, A Wells Fargo Company June 2005 - July 2006
MBNA June 2002 - June 2005
Skills
Insurance, Commercial Insurance, Underwriting, Property & Casualty..., Liability, Professional Liability, Casualty, General Insurance, Brokers, Commercial Lines, Legal Liability, Workers Compensation, Umbrella Insurance, Risk Management, Claim, Customer Service, Claims Management, Excess, Sales, Account Management, Property, Casualty Insurance
Education
University of Maryland College Park 1998 — 2002
Bachelor of Science, Economics
Wachovia, A Wells Fargo Company June 2000 - Present
TRANSAMERICA LIFE & ANNUITY COMPANY March 1998 - May 2000
INVEST FINANCIAL CORP April 1992 - March 1998
Skills
Series 7, Insurance, Fixed Annuities, Financial Services, Retirement, Mutual Funds
Education
University of Montevallo 1965 — 1969
Bachelor of Science, Business Education
Wells Fargo 2009 - Present
US Navy May 1991 - December 2012
Wachovia June 2006 - January 2009
Wachovia, A Wells Fargo Company 2009 - 2009
Wachovia May 1998 - May 2006
Skills
Process Improvement, SDLC, Visio, Program Management, Risk Management, Business Analysis, Requirements Analysis, Leadership, Vendor Management, Banking, Strategic Planning, Project Management, Analysis, SharePoint, Cross-functional Team..., Quality Assurance, Requirements Gathering, Customer Service, E-business, Software Documentation, MS Project, PMO, Team Leadership, Business Requirements, Business Process..., Microsoft Office, Data Analysis, Systems Analysis, Change Management, Software Project..., Project Planning, Integration
Education
University of Nebraska-Lincoln 1987 — 1991
Bachelor of Science (B.S.), Business Administration
Wachovia, A Wells Fargo Company September 2005 - November 2007
Wachovia, A Wells Fargo Company November 1999 - September 2005
Gap Inc./Banana Republic December 1992 - November 1999
Skills
Leadership, Budgets, Customer Service, Banking, Coaching, Sales, Employee Training, Time Management, Risk Management, Interviews, Retail, Cash Management, Strategic Planning, Process Improvement, Management, Human Resources, Finance, Loans, Training, Policy, Commercial Lending, Small Business Lending, Credit Analysis, Analysis, Commercial Banking, Microsoft Excel, Mortgage Lending
Education
University of Maryland College Park 1987 — 1991
B.S.
Manasquan High School 1983 — 1987
H.S.Diploma
Dale Carnegie Course
Cranfill Sumner & Hartzog LLP September 2015 - Present
Sensus July 2015 - August 2015
Davis & Hamrick, LLP August 2012 - July 2015
Federal Public Defender March 2012 - May 2012
Robinson & Lawing January 2012 - May 2012
Sensus May 2011 - August 2011
Mecklenburg County District Attorney's Office June 2010 - August 2010
Wachovia, A Wells Fargo Company September 2007 - August 2009
Skills
Legal Writing, Legal Research, Litigation, Westlaw, Lexis, Mediation, Contract Negotiation, Civil Litigation, Research, Policy Analysis, Courts, Trials, Legal Compliance, Public Speaking, Commercial Litigation, Appeals
Education
Wake Forest University School of Law 2009 — 2012
Juris Doctor, Law, Top 20% of Class
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Arts (B.A.), Russian, Central European, East European and Eurasian Studies
Aon Hewitt April 2015 - Present
AonHewitt October 2011 - August 2015
Time Warner Cable January 2011 - October 2011
Wachovia, A Wells Fargo Company August 1998 - January 2011
Home Place August 1996 - August 1998
Linens 'n Things May 1995 - August 1996
Skills
Payroll Processing, Performance Management, Change Management, Documentation, Human Resources, Consulting, Policy Analysis, PeopleSoft, Employee Benefits, Employee Relations, Onboarding, Process Improvement, Vendor Management, Project Management, Succession Planning, Recruiting, Management, SDLC, Software Documentation, Applicant Tracking..., Business Process, Outsourcing, Analysis, Policy, Training, Organizational..., Program Management, Business Analysis, Payroll, Strategic Planning
Education
HR Certification via CPCC2010University of North Carolina at Chapel Hill 2010 — 2010
BA, Industrial Relations
University of North Carolina at Chapel Hill 1991 — 1995
BA, Industrial Relations
Mercuri Urval April 2014 - Present
SunTrust Bank July 2011 - March 2014
Bank of America November 2010 - July 2011
Wachovia, A Wells Fargo Company June 2008 - November 2010
Informa May 2006 - July 2007
Informa September 2004 - May 2006
Bluefield Associates Inc. June 2003 - August 2004
Skills
Business Development, Leadership, Banking, Management, Management Consulting, Strategic Planning, Mergers & Acquisitions, Organizational..., International Business, Business Strategy, Strategy Implementation, Business Transformation, Private Equity
Education
University of Maryland Eastern Shore 1999 — 2003
B.S., Business Administration and Management, General
Torrent Consulting 2012 - Present
Cancer Kicker Fund May 2010 - 2013
Thomson Reuters 2007 - 2013
TIAA-Cref 2006 - 2007
Accenture 2004 - 2007
Wachovia, A Wells Fargo Company 2004 - 2006
University of Michigan Football 1999 - 2003
Skills
Software Product..., Product Requirements..., Self-driven, Proven Leader, People-oriented, Team-oriented, Highly Analytical, Social Technologies, User-centered Design, Coaching, Analytics, Public Speaking, Motivational Speaking, Leadership, Future Trends, Cloud Computing, Team Building, Management, Product Requirements, Analytical Skills, Program Management, Management Consulting, Business Development, Consulting, Entrepreneurship, Social Media, Financial Services, CRM, Salesforce.com, Cloud Applications, Strategic Partnerships, Product Management, Strategy, Enterprise Software, Project Portfolio..., Business Process..., Business Intelligence, Outsourcing, IT Strategy, Business Strategy, Mobile Applications, Strategic Consulting, Process Improvement, Digital Strategy, Executive Management, Competitive Analysis, Professional Services, Mobile Devices, E-commerce, Cross-functional Team...
Education
University of Michigan
BSE, Industrial & Operations Engineering
TD Ameritrade February 2012 - Present
Johnson & Johnson June 2011 - January 2012
Wachovia, A Wells Fargo Company January 2006 - May 2011
Allscripts December 2003 - December 2005
Skills
SDLC, SharePoint, Requirements Gathering, UML, Business Process, Testing, RUP, Management, Business Analysis, Vendor Management, Requirements Analysis, Business Intelligence, Data Warehousing, Team Building, Business Process..., Resource Management, ERP, Oracle, Microsoft SQL Server, Talent Acquisition
Education
University of Mumbai
Bachelor of Science, Science
Wells Fargo March 2012 - Present
Wells Fargo Bank February 2010 - February 2012
Wachovia, A Wells Fargo Company June 2000 - January 2010
Wachovia, A Wells Fargo Company 1995 - 2000
Wachovia, A Wells Fargo Company 1994 - 1995
Wachovia, A Wells Fargo Company 1986 - 1994
Bank of Boston 1985 - 1986
Bank of Boston 1984 - 1985
Skills
Treasury Services, Team Leadership, Leading Change, Training & Development, Financial Analysis, Financial Reporting, Critical Thinking, Mergers & Acquisitions, Employee Training, Leadership, Project Planning, Process Improvement, Program Management, Commercial Banking, Banking, Treasury Management, Product Management, Risk Management, Project Management, Analysis, Financial Institutions, ACH, Cash Management, Financial Services, Relationship Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1978 — 1982
B.S., Business Administration
Wells Fargo January 2015 - Present
Wells Fargo Advisors September 2013 - Present
Wells Fargo Bank September 2013 - January 2015
Wachovia, A Wells Fargo Company April 2011 - September 2013
Deerpark Baptist Church December 2010 - April 2011
Wachovia Corporation June 2009 - April 2011
UMW Academic Service August 2008 - May 2009
UMW Korean Exchange Program August 2008 - February 2009
Miyako Japanese Restaurant March 2005 - August 2007
UMW Residence Life August 2006 - May 2007
Skills
HSK level 3 Certificate
Education
Mary Washington College 2005 — 2009
Bachelor of Science, Economics
South State Wealth Management 2009 - Present
Wachovia, A Wells Fargo Company 2003 - 2010
Education
University of North Carolina at Asheville
BA, Political Science
The Asheville School
ADP Inc March 2006 - Present
Benefitfocus.com March 2003 - November 2005
Wachovia, A Wells Fargo Company April 2002 - March 2003
SunCom Wireless February 1999 - March 2002
Skills
Vendor Management, Customer Service, Software Project..., ADP Payroll, Integration, Employee Benefits, Account Management, Sales Process, Onboarding, Payroll, Sales, Program Management, Project Management, Software Implementation, Employee Relations, Process Improvement, Coaching, HRIS, Product Management, Benefits Administration, Applicant Tracking..., Business Development, Requirements Analysis, Leadership, Outlook, Microsoft Office, Databases, Web Services, Strategic Planning, Microsoft Excel, Microsoft SQL Server, Human Resources, Business Intelligence, Business Analysis, Performance Management, SharePoint
Education
University of North Carolina at Asheville 1993 — 1997
Bachelor of Science (B.S.), Managment
Wells Fargo June 2010 - Present
Red Hat February 2008 - March 2010
Amentra 2008 - 2010
Wachovia, A Wells Fargo Company June 2006 - February 2008
Wachovia, A Wells Fargo Company June 2005 - February 2008
C.H. Robinson Worldwide, Inc. 2001 - 2005
Skills
Microsoft SQL Server, WCF, Software Development, VB.NET, Enterprise Architecture, SQL, SDLC, Software Project..., C#, Requirements Analysis, Business Analysis, Integration, Databases, Agile Methodologies, SOA
Education
NEI Technology School 1998 — 2000
Diploma, Computer Science
University of Minnesota-Twin Cities 1989 — 1995
BA, Criminology and Social Deviance
Henry Sibley High School
BASF 2009 - Present
Wachovia Bank a Wells Fargo Company February 2007 - October 2009
Wachovia, A Wells Fargo Company July 2006 - January 2007
Best Practices, LLC September 2004 - January 2005
Interview Magazine June 2004 - August 2004
Education
University of North Carolina at Chapel Hill 2001 — 2005
B.A., Political Science
Kentucky One Health, Catholic Health Initiatives May 2015 - Present
Kindred Healthcare March 2012 - Present
Yum! Brands September 2007 - March 2012
Wachovia, A Wells Fargo Company March 2006 - September 2007
Century 21 August 1999 - August 2004
Skills
Negotiation, Real Estate Development, Real Estate Transactions, Real Estate, Property Management, Leases, Site Selection, Market Planning, Excel, Franchise Relations, Financial Analysis, Financial Reporting, New Store Development, Corporate Real Estate, Real Estate Financing, Real Estate Negotiation, Location Intelligence, Retail, Lease Negotiations, Leadership, Franchising, Finance, Microsoft Excel, Budgets
Education
University of Louisville 2001 — 2004
BS, Justice Administration
Western Kentucky University 1997 — 1999
AA, Real Estate
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase August 2013 - February 2015
JPMorgan Chase June 2012 - August 2012
Wells Fargo January 2010 - August 2011
Wachovia, A Wells Fargo Company May 2006 - December 2009
Wachovia June 2005 - August 2005
The North Highland Company March 2005 - June 2005
Duke Energy June 2004 - August 2004
Skills
CRM, Process Improvement, Project Management, Data Analysis, SharePoint, Management, Business Analysis, Agile Methodologies, Cross-functional Team..., Marketing, Agile Project Management, User-centered Design, Strategy, Analytics, Strategic Planning, Product Management, SDLC, User Experience, Business Process..., Software Project..., Leadership Development, IT Strategy, Consulting, Financial Modeling
Education
University of Virginia Darden School of Business 2011 — 2013
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2005 — 2009
B.S. Computer Science
SunAmerica Financial Group May 2012 - Present
The Hartford January 2012 - May 2012
Sun Life Financial June 2006 - January 2012
Wachovia, A Wells Fargo Company August 1999 - June 2006
First Union National Bank January 1998 - August 1999
Signet Bank January 1997 - January 1998
Skills
Public Speaking, Seminars, Retirement Planning, Group Presentations, Annuities, Wholesaling, Retirement, Annuity, Sales, Fixed Annuities, Financial Advisory, Series 7, Wholesale, Financial Services
Education
The University of Montana 1989 — 1992
BS, Business Finance
TIAA-CREF March 2013 - September 2014
UTC Aerospace Systems (Formerly Goodrich corporation) March 2012 - November 2012
Bank of America August 2010 - March 2012
Bank of America June 2004 - August 2010
Wachovia, A Wells Fargo Company March 1999 - September 2002
IBM Global Services May 1997 - August 1999
California Software October 1995 - April 1997
Agaram Instruments (P) Ltd May 1994 - October 1995
Skills
Project Management, Process Improvement, Cross-functional Team..., Program Management, Applications..., IT Operations, IT Service Delivery, Agile Methodologies, Software Development, ITIL, Business Intelligence, Agile Project Management, PMP, IT Management, IT Service Management, SDLC, Visio, Software Project..., Leadership, Management, Software Documentation, ERP, Databases, Security, Quality Assurance, Six Sigma, Data Warehousing, IT Strategy, Risk Management, Team Management, Information Technology, PMO, Project Portfolio..., Integration, Requirements Analysis, Vendor Management
Education
University of Madras 1990 — 1994
B.S., Computer Science & Engineering
Government Higher Secondary School, Chennai.
Science, Math, Languages (Tamil & English)
Hewlett-Packard March 2014 - Present
LPL Financial July 2012 - November 2013
Signature Consultants October 2011 - May 2012
Delhaize America February 2009 - September 2011
Food Lion November 2006 - February 2009
Wachovia, A Wells Fargo Company January 2000 - November 2006
Skills
Telepresence, Video Conferencing, Network Engineering, Collaboration Tools, Cloud Computing, Mobility Solutions, Active Directory, Team Leadership, Shared Services, ITIL Service Strategy, Email, IT Management, IT Strategy, Vendor Management, Information Technology, Data Center, SharePoint, Windows Server, IT Operations, Wireless Networking, SDLC, ITIL, Unified Communications, Leadership, Networking, System Administration, Project Management, Management, Incident Management, Service Management, Business Process..., IT Service Management, Solutions Marketing, Business Analysis, DNS, Integration, Troubleshooting, Visio, Security
Education
University of North Carolina at Greensboro 1991 — 1993
Bachelor of Science, Business Management
University of Massachusetts, Amherst 1987 — 1989
Mechanical Engineering / Computer Science
Wells Fargo November 2009 - Present
Wells Fargo December 2005 - November 2009
Wachovia, A Wells Fargo Company June 2005 - November 2009
Skills
Business Process..., Mergers, Banking, Corporate Communications, Community Outreach, Community Engagement, Editorial Project..., Agile Project Management, Process Improvement, Risk Management, Project Management, Mergers & Acquisitions, Analysis, Integration, Software Documentation
Education
University of Maryland University College MBA 2009 — 2011
MBA, Business Administration
University of Maryland University College 2006 — 2009
MS, Technology Management
UNC Charlotte 1999 — 2003
BA, Political Science
Wachovia, A Wells Fargo Company 1982 - 2010
Skills
Internal Audit, Compliance Management, Retail Banking, Compliance, Coaching, AML, Banking, Credit, Risk Management, Process Improvement, Commercial Banking, Portfolio Management, Financial Services, Auditing, Loans, Leadership, Credit Analysis, Mortgage Lending, Consumer Lending, Customer Service, Team Building, Employee Training, Management, Commercial Lending, Credit Risk, Cash Management, Small Business Lending, Financial Analysis, Relationship Management, Underwriting, Cross Selling, Deposits, Finance, Branch Management, Mortgage Banking, Branch Banking, Refinance, Loan Origination
Education
University of North Carolina at Chapel Hill
BS, Business Administration
Wells Fargo January 2007 - Present
Wachovia, A Wells Fargo Company June 2001 - March 2005
Wachovia, A Wells Fargo Company November 2000 - June 2001
First Union National Bank August 2000 - November 2000
First Union National Bank April 1998 - August 2000
Marshall Consulting July 1997 - April 1998
Transamerica Reinsurance April 1996 - July 1997
Dataserv, Inc. June 1994 - March 1996
University of Michigan July 1989 - May 1994
Skills
Data Center, Requirements Analysis, Team Leadership, PMO, Integration, Solution Architecture, MS Project, Analysis, Team Building, Portfolio Management, Relationship Management, Leadership, Business Intelligence, Management, ITIL, Strategy
Education
University of Michigan 1985 — 1991
Bachelor's of Science, Actuarial Science
Easterly Trade Finance, LLC January 2015 - Present
Wells Fargo 2007 - Present
EquiFirst Corporation 2005 - 2007
Wachovia, A Wells Fargo Company 2002 - 2005
Skills
Banking, Credit, Process Improvement, Product Management, Risk Management, Business Analysis, Microsoft Office, Financial Services, Leadership, Relationship Management, Commercial Banking, Credit Analysis, Financial Risk
Education
University of Maryland University College 1991 — 1995
BS Business Management
Software Business Solutions Consulting (SBSC) September 2014 - Present
JPMorgan Chase April 2008 - August 2014
Wachovia, A Wells Fargo Company 2003 - 2008
Bank of America 1999 - 2003
Eko International Bank, PLC 1994 - 1998
Commercial & Scientific Computing (CSC) 1992 - 1994
Skills
Banking, Asset Allocation, Asset Based Lending, Asset Management, Business Development, Capital Markets, Cash Flow, Cash Management, Commercial Banking, Commercial Lending, Commercial Real Estate, Consumer Lending, Corporate Finance, Credit, Credit Analysis, Credit Risk, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Fixed Income, Investment Banking, Investments, Leveraged Finance, Loan Origination, Loans, Management, Middle Market, Mortgage Lending, Mutual Funds, Negotiation, Portfolio Management, Private Banking, Private Equity, Relationship Management, Retail Banking, Risk Management, Small Business Lending, Strategic Financial..., Treasury Management, Treasury Services, Underwriting, Valuation, Wealth Management, Executive Management, Strategy, Leadership
Education
University of Lagos 1985 — 1989
Biology, Biology/Biological Sciences, General
Igbobi College 1980 — 1985
University of New Haven
MBA, Accounting
BB&T April 2012 - Present
BB&T August 2009 - April 2012
Colonial Bank April 2007 - August 2009
Wachovia, A Wells Fargo Company August 2005 - April 2007
Wachovia, A Wells Fargo Company June 2004 - August 2005
SouthTrust Bank 1999 - 2004
SunTrust Bank 1997 - 1999
Skills
Banking, Commercial Banking, Credit Analysis
Education
University of Miami 1992 — 1996
BHS, Management, Health Science
Asheville Area Chamber of Commerce July 2014 - Present
Hedrick Gardner Kincheloe & Garofalo July 2013 - July 2014
Community Eye Care February 2011 - July 2013
Dixon Hughes PLLC September 2006 - August 2010
Wachovia, A Wells Fargo Company December 2005 - July 2006
United Way of Asheville and Buncombe County August 1994 - November 2005
Skills
Fundraising, Event Planning, Marketing, Public Speaking, Marketing Strategy, Leadership, Event Management, Proposal Writing, Copywriting, Customer Service, Business Development, Training, CRM, Strategic Planning, Leadership Development, Management, Customer Relations, Sponsorship Management, Data Analysis, Microsoft Word, Excel,..., Adobe Acrobat Pro, Sage ACT! CRM Database
Education
University of North Carolina at Asheville
BA, Economics
Vicenza American High School
Diploma
UNC Charlotte March 2015 - Present
Upstate SC Alliance August 2012 - October 2014
Duke Energy Corporation March 2011 - August 2011
Charlotte Regional Partnership October 2008 - May 2010
Cabarrus Economic Development 2005 - 2008
Wachovia, A Wells Fargo Company October 2003 - May 2005
Transwestern June 2000 - September 2003
Rock Hill Economic Development Corporation 1990 - 2000
Skills
Economic Development, Tax Increment Financing, Downtown Revitalization, Public Participation, New Business Development, Business Strategy, Business Management, Marketing Strategy, Marketing Communications, Fundraising, Non-profit Consulting, Public Relations, Public Speaking, Community Relations, Community Engagement, Non-profits, Negotiation, Management, Nonprofits, Event Planning, Community Development, Strategic Planning, Budgets, Policy, Strategic Communications, Marketing, Real Estate Development, Organizational..., Team Building, Advertising, Program Management, Downtown, Social Media, Selling, Strategy, Public/private..., Leadership, Business Development, Media Relations, Event Management, Small Business, Government, Real Estate, Entrepreneurship, Public-private..., Sales, Contract Negotiation
Education
Winthrop University 1991 — 1993
MBA, Business
University of North Carolina at Chapel Hill 1978 — 1982
BA, Psychology
Noble and Greenough School September 2015 - Present
Noble and Greenough School September 2015 - Present
Noble and Greenough School December 2008 - August 2015
A.G. Edwards & Sons, Inc. May 2005 - December 2008
Wachovia, A Wells Fargo Company May 2005 - December 2008
Skills
Non-profits, Fundraising, Social Media, Research, Editing, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Marketing Communications, Sales, Philanthropy, Marketing, Facebook, Event Planning, Volunteer Management, Constant Contact, Public Speaking, Photoshop, Nonprofits, Social Networking, Community Outreach, Stewardship, Teaching, Microsoft Excel
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (B.S.), Resource Economics
L H Insurance Solutions June 2013 - Present
First Citizens Bank October 2009 - June 2013
Wachovia, A Wells Fargo Company September 2008 - September 2009
First National Bank of Olathe December 2006 - January 2008
Bank of the West April 2002 - 2006
Allstate Insurance March 2000 - April 2002
Skills
Building Long Lasting..., Business Development, Goal Oriented, Loans, Banking, Commercial Banking, Retail Banking, Customer Service, Cash Management, Sales Management, Small Business, Sales, Finance, Management, New Business Development, Coaching, Financial Analysis, Commercial Lending, Accounting, Team Building, Strategic Planning, Analysis, Investments, Mortgage Lending, Entrepreneurship, Marketing, Insurance, Budgets, Leadership, Credit, Team Leadership, Consumer Lending, Small Business Lending, Treasury Management, Commercial Mortgages, Real Estate, Lines Of Credit, Customer Retention, Relationship Management, Risk Management, Loan Origination, Portfolio Management, Credit Analysis, Strategic Financial..., Underwriting, Cash Flow, Mortgage Banking, Networking, Executive Management, Training
Education
University of Nebraska at Kearney 1985 — 1990
Bachelor of Business Administration (B.B.A.), Marketing
South Miami Sr. High School
Diploma, General Studies
Bazaarvoice February 2014 - Present
Electronic Arts November 2012 - February 2014
Electronic Arts May 2006 - November 2012
Wachovia, A Wells Fargo Company May 2002 - August 2005
Skills
C++, Game Development, MySQL, Xbox 360, Software Development, PS3, Game Programming, Web Development, Server Architecture, Scalable Architecture, RESTful WebServices, Perforce, Web Applications, Debugging, Software Engineering, C#, ActionScript, Console, Project Planning, Database Scripting, Java, Maven, ElasticSearch, JIRA, Git, Github
Education
University of Michigan 2003 — 2006
Bachelors, Engineering - Computer Science
Movement Mortgage, LLC June 2015 - Present
Prosperity Home Mortgage, LLC January 2014 - June 2015
Prosperity Mortgage Company 2010 - December 2013
Security 1 Lending August 2011 - January 2012
No B.S. Bethesda January 2009 - January 2012
MEBJEB LLC December 2008 - January 2009
Kennedy's All-American Barber Club 2009 - 2009
Wachovia 2007 - 2008
Wachovia Bank 2007 - 2008
Wachovia, A Wells Fargo Company 2007 - 2008
Skills
Reverse Mortgages, Direct Response..., Strategic Thinking, Leadership, Mortgage Banking, Direct Response, Mortgage Lending, FHA, Loans, Residential Mortgages, Refinance, Sales, Loan Origination, Team Building, Real Estate, Home Equity Loans, First Time Home Buyers, VA loans, Marketing, Investment Properties, Credit Analysis, Management, Training, Foreclosures, Small Business, VA Loans
Education
University of Maryland College Park 1982 — 1986
BA, Criminal Justice
WCHS 1977 — 1980
CTG March 2011 - June 2011
IBM August 2008 - February 2009
Food Lion April 2008 - July 2008
Wachovia, A Wells Fargo Company November 2007 - February 2008
GEICO June 2007 - December 2007
XAM Online January 2007 - March 2007
Wachovia, A Wells Fargo Company August 2005 - April 2006
Bank of America June 2004 - October 2004
SeaCrest Country Day School August 2001 - June 2002
DataWorks, Inc. October 2000 - April 2001
Education
University of Maryland Baltimore County 1998 — 2000
MA, Instructional Systems Design
University of Maryland Baltimore County 1991 — 1994
BA, Spanish and English
Wells Fargo July 2011 - Present
Wells Fargo September 2009 - July 2011
Wells Fargo April 2009 - September 2009
Wachovia, A Wells Fargo Company December 2006 - April 2009
Transamerica May 2001 - December 2006
Bank of America 1988 - 2000
Skills
PMO, Program Management, Vendor Management, Risk Management, Business Process..., Strategy, Process Improvement, Business Process, SDLC, Leadership, Cross-functional Team..., Business Analysis, Management, Relationship Building, Financial Services
Education
Pfieffer University
MBA, Finance
University of North Carolina at Chapel Hill
Bachelor of Science, Accounting
University of North Carolina at Chapel Hill
Bachlor of Science, Business Administration, Accounting and Finance
Wells Fargo Home Mortgage April 2011 - October 2012
Wachovia, A Wells Fargo Company May 2009 - March 2011
Wachovia August 2007 - April 2009
Wachovia March 2007 - August 2007
Wachovia October 2006 - March 2007
Chuck and Don's Pet Food Outlet February 2006 - July 2006
Chuck and Don's Pet Food Outlet January 2005 - February 2006
Skills
Performance Management, Recruiting
Education
University of Minnesota-Twin Cities 2001 — 2004
Bachelor of Arts, Psychology, French Studies
TIAA-CREF February 2014 - Present
TransCentra January 2012 - February 2014
Regulus November 2010 - December 2011
Wells Fargo January 2009 - November 2010
Wachovia, A Wells Fargo Company August 2007 - January 2009
Wachovia November 2004 - August 2007
Wachovia January 2003 - October 2004
Wachovia September 2001 - January 2003
First Union National Bank September 2000 - September 2001
First Union National Bank April 2000 - September 2000
Skills
Data Center, Vendor Management, Network Engineering, VoIP, VPN, Unix, Troubleshooting, Software Documentation, Switches, Servers, Security, Routers, Networking, Network Administration, Management, Integration, ITIL, IT Management, Firewalls, Enterprise Architecture, Disaster Recovery, Cloud Computing, Cisco Technologies
Education
University of Mississippi 1988 — 1989
Physics
Davidson College March 2011 - Present
Self Employed August 2007 - February 2011
Wachovia, A Wells Fargo Company September 2005 - July 2007
Wellington Management March 2000 - March 2005
State Street November 1995 - February 2000
Skills
Investments, Mutual Funds, Trading
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
BA, Economics and Finance
Fairview Search Group, LLC 2014 - Present
Colony Search Group, LLC 2010 - 2014
Hunter Hollis 2003 - 2010
Acsys 1997 - 2003
Wachovia, A Wells Fargo Company 1995 - 1997
Skills
Executive Search, Executive Search -..., Talent Acquisition, CPA Recruiter, Recruiting, CPA, MBA, CIA, CISA,..., Interviews, Staffing - Accounting,..., Accounting Recruiting, Finance Recruiting, Staffing Services, Human Resources, Management, Accounting, Building Relationships, Resume Writing, Consulting, Sourcing, Coaching, Benefits Negotiation, Strategy, Onboarding, Professional Staffing, Temporary Placement, Charlotte Information..., Relationship Building, Contract Recruitment
Education
University of North Carolina at Chapel Hill
Wells Fargo May 2015 - Present
LaGrande Photography August 2004 - Present
Wells Fargo Bank June 2008 - May 2015
Wachovia, A Wells Fargo Company June 2007 - June 2008
Wachovia, A Wells Fargo Company March 2007 - June 2007
World Savings November 2005 - March 2007
Wells Fargo Bank April 2001 - September 2005
Wells Fargo Bank October 2000 - April 2001
United States Marine Corps March 1996 - March 2001
eBay March 2000 - October 2000
Skills
Analysis, Banking, Computer Security, Customer Service, E-commerce, Enterprise Software, Fraud, Leadership, Management, Process Improvement, Program Management, Risk Management, Security, Strategy, Team Building, Vendor Management
Education
University of Maryland University College 2014 — 2018
BS Cyber Security, Computer Science
Wells Fargo Home Mortgage April 2015 - Present
Wells Fargo Bank July 2009 - Present
Wachovia, A Wells Fargo Company October 2007 - October 2009
Skills
Accounting, Risk Management, Account Reconciliation, Microsoft Excel, Microsoft Office, Asset Managment, Financial Analysis, Process Improvement, Bloomberg, Sales, Banking, Social Media, Analysis, Leadership, Customer Service, Management
Education
University of Maine 2001 — 2005
BS, Business and economics
Capital One August 2015 - Present
Capital One December 2013 - August 2015
Capital One July 2012 - December 2013
Wells Fargo August 2011 - June 2012
Wachovia, A Wells Fargo Company May 2010 - August 2011
Procter & Gamble June 2009 - May 2010
Skills
Financial Analysis, Investments, Finance, Mortgage Lending, Financial Reporting, Microsoft Excel, Accounting, Data Analysis, Microsoft Office, Banking, Credit, Customer Service, Portfolio Management, Sales
Education
University of Maryland College Park 2004 — 2008
Bachelor of Arts, Economics
Accounting & Tax Services of South FL, Corp September 2012 - Present
Vares Tax Services, Inc. January 2011 - August 2012
Wachovia, A Wells Fargo Company September 2005 - October 2009
Northern Trust January 1999 - September 2005
Skills
Tax, Accounting, High Net Worth..., Strategic Financial..., Financial Analysis, Banking, Investments, Financial Reporting, Auditing, Financial Accounting, Budget, Corporate Finance, Finance, Wealth Management, Financial Planners, GAAP, Cash Flow, Cash Management, CPA, Tax Preparation, Internal Audit, Internal Controls, QuickBooks, Trusts
Education
University of Miami 1984 — 1984
Masters in Accounting, Accounting
University of Miami - School of Business 1980 — 1983
Bachelor of Business Administration, Accounting
Ochs, Inc. December 2012 - Present
Ochs, Inc. June 2008 - December 2012
Wachovia, A Wells Fargo Company May 2007 - June 2008
Ameriprise Financial Services, Inc. March 2006 - May 2007
American Express August 2004 - March 2006
Skills
Client Services, Life Insurance, Employee Benefits, Brokers, Maintaining Strong..., Disability Insurance, New Business..., Group Insurance, Marketing Communications, Brand Management, Legal Contract Review, PowerPoint, Microsoft Publisher, Project Management, CRM
Education
University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.), Business with a Marketing Emphasis
PlainsCapital Bank January 2015 - Present
Memorial City Bank October 2013 - January 2015
Trustmark National Bank January 2008 - October 2013
Wachovia, A Wells Fargo Company August 2006 - January 2008
US Bank March 1997 - July 2006
Skills
Commercial Banking, Consumer Lending, Credit Analysis, Banking, Retail Banking, Lines Of Credit, Small Business Lending, Loans, Commercial Lending, Credit, Treasury Management, Commercial Mortgages, Credit Risk, Asset Based Lending, Deposits, Loan Origination
Education
University of Nebraska at Omaha 1992 — 1996
BS, Banking and Finance
TriMech Services March 2011 - Present
Wachovia, A Wells Fargo Company April 2010 - January 2011
New York Life Insurance Company April 2008 - May 2010
Williams Scotsman January 2007 - March 2008
Liberty Mutual March 2006 - December 2006
Enterprise Rent-A-Car August 1993 - February 2006
Skills
Customer Service, Account Management, Consultative Selling, Sales Management, Mentoring, Insurance, Cold Calling, New Business Development, Selling, Recruiting, Sales, Customer Retention, Sales Process, Leadership, Direct Sales, Snakes, Human Resources, Strategic Planning, Talent Acquisition, Training, Sales Operations, Employee Training, Coaching, CRM, Interviews, Witchcraft
Education
University of Missouri-Saint Louis 1991 — 1993
Bachelor of Arts (BA)
University of Missouri-Columbia 1986 — 1991
Parkway West Senior High 1983 — 1986
Yes
Kirkwood High 1982 — 1983
SunTrust Bank August 2005 - Present
Wachovia, A Wells Fargo Company 1987 - 2004
Skills
Loans, Commercial Banking, Credit Analysis, Credit, Commercial Lending
Education
Mary Washington College 1982 — 1986
BA
Wealth Enhancement Group March 2013 - Present
Wells Fargo April 2014 - December 2014
Wells Fargo May 2011 - March 2013
Wachovia, A Wells Fargo Company 2010 - 2011
Mahn Family Funeral Home December 2008 - September 2010
Champps Americana 2006 - 2010
TomKat Inc 2004 - 2008
Skills
Sales, Customer Service, Time Management, Marketing, Team Building, PowerPoint, Leadership, Loans, Microsoft Office, Social Media, Sales Management, Microsoft Excel, Event Planning, Coaching, Management, Outlook
Education
University of Minnesota-Twin Cities 2004 — 2007
Bachelor of Science, Mortuary Science
PNC January 2014 - Present
Fifth Third Bank October 2011 - January 2014
Fifth Third Bank October 2011 - April 2013
Virginia Company Bank September 2010 - September 2011
Wachovia, A Wells Fargo Company November 2007 - September 2010
Enterprise Rent-A-Car July 2002 - October 2007
United Rentals July 2000 - November 2001
Skills
Loans, Leadership, Small Business Lending, Business Development, Management, Credit, Banking, Training, Sales, Sales Management, Selling, Commercial Lending, Finance, Investments, Consumer Lending, Retail Banking, Credit Analysis
Education
University of Missouri-Columbia 1995 — 1999
Communications
Lowe's Companies, Inc. February 2015 - Present
Ally Financial Inc. December 2014 - February 2015
Ally Financial Inc. December 2011 - December 2014
Cocodyn Software January 2010 - May 2013
Town of Harrisburg, NC November 2007 - December 2011
Wells Fargo Bank 1999 - December 2011
Wachovia Bank 2001 - November 2007
Wachovia, A Wells Fargo Company October 1999 - 2001
Matrix Resources March 1999 - September 1999
ABB August 1998 - March 1999
Skills
Java Enterprise Edition, Object Oriented Design, Disaster Recovery, Design Patterns, Eclipse, Software Development, SDLC, Architecture, SQL, Web Development, Project Management, Oracle, JavaScript, Databases, Unix, Enterprise Software, E-commerce, Leadership, Web Applications, Java, Troubleshooting, Management, Mobile Applications, Architectures, Microsoft SQL Server, Mobile Devices, Agile Methodologies, Android, IT Management, REST
Education
University of Maryland University College 1987 — 1989
Business
Fayetteville Technical Community College 1984 — 1986
General
Brunswick High School
Wells Fargo December 2013 - May 2015
McKee Investments, Inc. June 2010 - December 2013
Wachovia, A Wells Fargo Company April 2008 - June 2010
HSBC June 2006 - November 2007
HSBC October 2003 - June 2006
HSBC June 2002 - October 2003
Beneficial, Member HSBC Group May 1999 - March 2002
Skills
Sales Management, Business Development, Business Planning, Leadership, Strategic Planning, Credit, Mortgage Lending, Loans, Marketing Strategy, Management, Sales, Program Management, Recruiting, Contract Negotiation, Marketing, Relationship Management, Risk Management, Cross-functional Team..., Training, Operations Management, Change Management, Process Improvement, New Business Development, Finance, Executive Management, CRM, Banking
Education
University of Nebraska-Lincoln 1986 — 1990
Bachelor of Science, Business Administration, 3.96
Coleridge High School 1983 — 1986
Peloros June 2011 - Present
Lowe's Home Improvement June 2012 - March 2013
Salem College August 2008 - May 2011
Salem College August 2008 - May 2011
Elon University June 2001 - August 2008
Wachovia, A Wells Fargo Company 1998 - 2001
Wake Forest University August 1988 - May 1995
Duke University August 1981 - August 1986
Boston University School of Management September 1976 - June 1981
Skills
Entrepreneurship, Economics, Statistics, Research, Data Analysis, Business Strategy, Non-profits, Strategy, Management Consulting, Organizational..., Nonprofits, Policy Analysis, SPSS
Education
University of Michigan 1965 — 1974
BBA,MBA,PhD, Economics
Little Idea, LLC 2010 - 2012
Chip Shots Photography, Inc. August 2007 - December 2009
Kelly McCardle Properties February 2007 - August 2007
The Hammond Group LLC May 2005 - December 2006
Wachovia, A Wells Fargo Company February 2002 - May 2005
First Union National Bank October 1997 - February 2000
Education
University of North Carolina at Chapel Hill 1993 — 1997
Business Administration
South State Wealth December 2009 - Present
Wachovia, A Wells Fargo Company January 2005 - December 2009
Colton Grome & Company June 1992 - April 2004
First Citzens Bank 2004 - 2004
Skills
Wealth Management, Strategic Financial..., Commercial Lending, Portfolio Management, Commercial Banking, Investment Management, Retirement Planning, Estate Planning, Banking, Credit Analysis, Finance, Financial Analysis, Financial Planning, Loans, Wealth Management...
Education
University of North Carolina at Asheville
BS, Management
Genworth Mortgage Insurance December 2009 - Present
Wachovia, A Wells Fargo Company March 2007 - December 2009
Wachovia Mortgage FSB February 2006 - February 2007
Aegis Wholesale February 2005 - February 2006
American Mortgage Network July 2002 - January 2005
Skills
Credit, Mortgage Banking, Underwriting, Loans, Residential Mortgages, Mortgage Lending, Financial Risk, Loan Origination, FHA, Credit Analysis, Leadership, Loss Mitigation, Mortgage Underwriting, FHA financing, Banking, FHA Financing, Refinance, Risk Management
Education
University of New Haven 1990 — 1994
Bachelors
Natixis Global Asset Management June 2014 - Present
Natixis Global Associates November 2008 - Present
Wachovia, A Wells Fargo Company 2006 - 2008
Pioneer Financial Group June 2005 - February 2006
Skills
Fixed Income, Investments, Mutual Funds, Sales Presentations, Equities, Finance, Financial Advisory, CRM, Management, Series 7, Series 63, Alternative Investments, Asset Allocation, ETFs, Wealth Management, Investment Strategies, Series 6, Asset Management, Securities
Education
University of Massachusetts, Amherst 2000 — 2005
Bachelor of Arts (B.A.), Economics
American Express December 2010 - Present
Mullen June 2010 - November 2010
Delta Delta Delta January 2009 - December 2009
J. Mac Consulting January 2009 - August 2009
GeneCare Medical Genetics Center September 2007 - November 2008
Wachovia, A Wells Fargo Company May 2007 - August 2007
Education
University of North Carolina at Chapel Hill 2006 — 2010
BA, Journalism and Mass Communication with concentration in Advertising
CAPCO, a division of GMS October 2013 - Present
Capitol Materials, Inc (GMS) April 2011 - October 2013
Coastal Interior Products (GMS) August 2008 - April 2011
Wachovia, A Wells Fargo Company February 2008 - August 2008
Outback Steakhouse 2006 - 2008
Ft. Myers Plumbing 2007 - 2007
University of Mobile 2005 - 2007
Skills
Customer Service, Event Planning, Customer Satisfaction, Sales, Management, Marketing Strategy, Sales Management, Microsoft Excel, Microsoft Office, Purchasing, Budgets, Marketing, Inventory Management, Negotiation, Team Building
Education
University of Mobile 2003 — 2006
B.S., Communications, Marketing and Public Relations, History
Wells Fargo February 2015 - Present
Deloitte Consulting LLP December 2010 - February 2015
Wachovia, A Wells Fargo Company November 2008 - December 2010
Wachovia, A Wells Fargo Company June 2006 - November 2008
Wachovia January 2001 - June 2006
First Union Na April 1994 - January 2001
Price Waterhouse 1988 - 1994
KeyCorp March 1986 - December 1987
KeyCorp June 1983 - March 1986
Skills
Process Improvement, Management, Change Management, Integration, Acquisition Integration, Management Consulting, Strategic Planning, Banking, Risk Management, Vendor Management, Program Management, Portfolio Management, Business Analysis, Business Transformation, Credit, Business Process..., Relationship Management, Financial Services, Strategy, Mergers & Acquisitions, Business Strategy, Leadership, Financial Modeling, IT Strategy, Financial Analysis, Business Intelligence, Project Portfolio..., Mergers
Education
University of North Carolina at Charlotte - Belk College of Business 1987 — 1988
MBA, Finance, Management, Sales
University of Mount Union 1979 — 1983
BA, Management, Marketing, Math
Cablevision February 2011 - Present
Wachovia, A Wells Fargo Company August 2010 - October 2010
TD Ameritrade May 2010 - July 2010
JPMorgan Chase & Co January 2005 - May 2010
TEKsystems January 2000 - January 2005
Inacom January 1993 - January 2000
Skills
Enterprise Systems, Software Distribution, VBScript, SCCM, Active Directory, XP, Windows 7, TCP/IP, Integration, Troubleshooting, SMS, Business Analysis, SQL, Microsoft Exchange, SDLC, Disaster Recovery
Education
University of Massachusetts at Lowell 2006 — 2008
VirtualPBX March 2014 - Present
Asset Management Specialists April 2012 - November 2012
ACTEGA Kelstar, Inc. December 2011 - January 2012
GSSLLC January 2008 - November 2011
PNC June 2007 - April 2008
Wachovia, A Wells Fargo Company December 2005 - December 2006
Best & Crompton Engineering Limited January 2001 - March 2001
Skills
Microsoft Excel, Account Reconciliation, General Ledger, Accounts Payable, Journal Entries, Financial Accounting, PowerPoint, Management, QuickBooks, SAP, Invoice Processing, Accounting, Invoicing, Microsoft Word, Bank Reconciliation, Accounts Receivable, Customer Service, Financial Reporting, Journal Entry, Accounts Receivables, Accounts Payables, SAP Financials..., Zuora, Salesforce, Financial Analysis
Education
University of Madras 1999 — 2001
MBA, Marketing
University of Madras 1996 — 1999
BS, Commerce
Becker CPA Review
CPA, Accounting
Brighter May 2015 - Present
Dex Media October 2011 - May 2015
Wachovia, A Wells Fargo Company July 2011 - November 2011
Premier, Inc. May 2009 - June 2011
Skills
Spring, Agile Methodologies, JUnit, Struts, Java, Hibernate, jQuery, JavaScript, REST, Web Applications, Maven, HTML, Scrum, Spring Framework, Struts2, java script, HTML + CSS, Node.js, AngularJS
Education
University of North Carolina at Charlotte 2008 — 2009
Masters, Computer Science
University of Mumbai 2002 — 2006
Bachelor of Engineering, Information Technology
Wells Fargo Investment Institute April 2012 - Present
Wells Fargo April 2008 - April 2012
Wachovia, A Wells Fargo Company March 2007 - March 2008
QMA Investment Management, LLC August 2003 - February 2006
Skills
Bloomberg
Education
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Arts (B.A.), History
Wells Fargo, Enterprise Technology Services (ETS) PMO within Technology Operations Group (TOG) July 2013 - Present
Wells Fargo Advisors, Technology & Operations Group (TOG) January 2013 - July 2013
Wells Fargo Home Mortgage December 2011 - February 2013
Information Security Technology (IST) within Technology & Operations Group (TOG) April 2009 - November 2011
Wachovia, A Wells Fargo Company August 2006 - April 2009
Wachovia August 2005 - August 2006
Wachovia May 2003 - August 2005
Wachovia March 2003 - May 2003
Wachovia February 2003 - March 2003
AT&T April 1998 - February 2002
Skills
PMP, Certified Project..., Project Portfolio..., Program Management, Vendor Management, Visio, Certified Green Belt, Process Improvement, Project Management, PMO, Project Planning, MS Project, IT Management, Budgets, Requirements Analysis, Telecommunications, Management, Six Sigma, Change Management, Disaster Recovery, Governance, Leadership, Security
Education
North Carolina State University
Bachelor of Arts, Business Administration
University of Maryland - Robert H. Smith School of Business
Bachelor of Arts (BA)
St. Mark's UMC Preschool August 2015 - Present
Home HQ 2006 - Present
York Simpson Underwood 2005 - 2006
CapTrust 2000 - 2004
Wachovia, A Wells Fargo Company 1998 - 2000
Skills
Series 7, Financial Analysis, Event Planning, Team Building, 401k, Customer Service, Project Management, Real Estate, Municipal Bonds, Schools, Leadership
Education
University of North Carolina at Chapel Hill 1994 — 1998
BS, Business Administration
J.H. Rose High School
Microsoft March 2011 - Present
Wachovia, A Wells Fargo Company April 2010 - March 2011
AMTdirect September 2008 - March 2010
AvidXchange July 2006 - September 2008
Recognition Research Inc October 2000 - July 2006
Sylvan Prometric August 1998 - October 2000
Skills
Agile, Agile Methodologies, Software Project..., Scrum, SDLC, SaaS, Databases, ASP.NET, Software Development, Requirements Analysis, SharePoint, Management, Project Management, Enterprise Architecture, Quality Assurance, Testing
Education
University of Maryland Baltimore County 1995 — 1999
BS
Citizens Commercial Banking March 2005 - Present
Wachovia, A Wells Fargo Company August 1988 - March 2005
Skills
Commercial Banking, Banking, Loans
Education
University of Maryland College Park 1984 — 1988
Wells Fargo Insurance Services July 2009 - Present
Wachovia, A Wells Fargo Company May 2005 - June 2009
Palmer & Cay November 2003 - May 2005
Marsh Inc. June 1992 - November 2003
Skills
Insurance, Leadership, Due Diligence, Legal Liability, Financial Analysis, Commercial Insurance, Portfolio Management, Claim, Environmental Awareness, Investments, Underwriting, Contract Negotiation, Strategic Planning, Risk Management, Team Building, Management, Risk Assessment, Professional Liability, Casualty, Workers Compensation, Financial Risk, Strategy, New Business Development, Property & Casualty..., Program Management, Business Strategy, Brokers, Liability, Mergers & Acquisitions, Project Management, Real Estate, CRM, Analysis, Change Management, D&O, Reinsurance, Excess
Education
University of Maryland College Park 1983 — 1987
B.A, Government
Wachovia, A Wells Fargo Company 2006 - October 2010
Education
University of Maine 2001 — 2004
Wells Fargo April 2012 - March 2013
Wachovia, A Wells Fargo Company July 2010 - November 2010
Bank of America 2009 - 2010
Wachovia 2007 - 2009
Skills
SQL, SDLC, Unix, SOAP, SoapUI, Microsoft SQL Server, C, see last page of resume..., T-SQL
Education
University of Michigan-Dearborn 1980 — 1985
Bachelor's degree, Computer Science
Wachovia, A Wells Fargo Company November 2008 - Present
HSBC February 1996 - 2008
Education
University of Massachusetts Dartmouth 1993 — 1997
Wells Fargo Securities June 2012 - Present
Wachovia, A Wells Fargo Company June 2011 - May 2012
Meru Capital December 2010 - November 2011
Skills
Stochastic Calculus, Numerical Analysis, SAS, Statistics, Matlab, C++, SQL, Simulation, Java, Critical Thinking, Probability Theory, Quantitative Finance, Monte Carlo Simulation, Quantitative Analysis, Financial Engineering, Equity Derivatives, Portfolio Optimization, Time Series Analysis, Interest Rate..., Market Risk, Derivatives, Volatility, Options, Fixed Income, Equities, Equity Research, Financial Modeling, Quant
Education
University of Maryland College Park
PhD, Mathematical Finance
University of Science and Technology of China
B.S., Chemical Physics
Bottomline Technologies April 2012 - Present
S1 Corporation July 2009 - April 2012
Wachovia Bank January 1999 - July 2009
Wachovia, A Wells Fargo Company 2009 - 2009
Wachovia Bank June 1989 - January 1999
Wachovia 1989 - 1999
Skills
Product Management, Financial Services, Risk Management, Internet Banking, Product Development, Business Strategy, Business Process..., Customer Relations, Client Relationship..., Partner Relationship..., Customer Service, CRM, Strategy, Business Analysis, Management Consulting, Banking, Relationship Management, Treasury Management, Payments, Vendor Management, SDLC, Cash Management, Program Management, Electronic Payments, SaaS, Portfolio Management, Payment Systems, Partner Management, Mobile Payments, Management, Executive Management, E-commerce, Analytics, ACH, Enterprise Software
Education
Wake Forest University 1992 — 1994
MBA, Finance and Financial Management Services
University of North Carolina at Chapel Hill 1985 — 1989
BS, Business Administration
Wells Fargo Securities- Finance September 2014 - Present
Wells Fargo Securities, LLC February 2014 - September 2014
Wells Fargo Securities September 2012 - January 2014
Wachovia, A Wells Fargo Company October 2010 - March 2012
Girls In Tech (GIT) January 2011 - January 2012
TrustHop, Inc. (startup) [Acquired by LinkedIn] May 2009 - December 2011
Girls In Tech December 2009 - January 2011
University of Minnesota September 2008 - January 2009
Applied Biosystems June 2008 - August 2008
University of Minnesota January 2008 - May 2008
Skills
Subversion, JUnit, Java, MySQL, XML, Perl, Software Development, Linux, Eclipse, Software Engineering, Hibernate, Ant, OOP, Web Applications, Test Automation, Programming, CVS, Selenium, WordPress, User Experience, Agile Methodologies, Networking, Web Services, Java Enterprise Edition, Scrum, Unix, Flex, Telecommunications, SQL, ClearCase, Data Analysis, UML, Software Design, Spring, Tomcat, C#, PL/SQL, SOA, C, HTML 5, Microsoft SQL Server, Management, Testing, Integration, AJAX, JSON, Computer Science, Core Java, SDLC, Databases
Education
University of Minnesota-Twin Cities 2007 — 2010
M.S., Computer Science (Major), Bioinformatics (minor)
People's Education Society Institute of Technology (PESIT) 2000 — 2004
B.E., Computer Science and Engineering
Carmel Convent School 1983 — 1999
AmerisourceBergen Consulting Services Lash Group December 2013 - Present
AmerisourceBergen Consulting Services Lash Group June 2010 - December 2013
Wachovia, A Wells Fargo Company June 2003 - June 2010
Wachovia Bank January 2000 - May 2003
Wachovia Bank December 1998 - January 2000
Skills
Business Analysis, Requirements Analysis, Documentation, Problem Solving, Project Management, Technical Support, Strong Business Acumen, Results Oriented, Software Documentation, Goal Oriented, SDLC, Vendor Management, Requirements Gathering, Testing, Risk Management, Business Requirements, Software Development, Management, Leadership, Training, Analysis
Education
University of North Carolina at Chapel Hill
BA, Political Science
Regions Bank June 2012 - Present
Living Greener LLC, Golden Buyer LLC February 2009 - June 2012
Wachovia June 2007 - February 2009
Wachovia, A Wells Fargo Company June 2002 - June 2007
American Express Financial Advisors January 2002 - August 2002
Edward Jones July 2001 - January 2002
group one financial January 2000 - June 2001
Skills
Credit, Banking, Commercial Lending, Investments, Portfolio Management, Strategic Financial..., Wealth Management, Financial Analysis, Asset Allocation, Small Business, Mutual Funds, Asset Managment, Cash Management, Finance, Credit Analysis, Commercial Banking, Loans, Small Business Lending, Retail Banking, Relationship Management, Branch Banking, Private Banking, Loan Origination, Customer Service, Financial Planning
Education
University of Minnesota-Morris 1994 — 1999
B.S, Economics
university of minnesota-morris 1994 — 1999
Bachelor's degree, Economics
McArthur H.S 1990 — 1994
Carlisle & Gallagher Consulting Group January 2011 - May 2011
Carlisle & Gallagher Consulting Group August 2010 - December 2010
Wachovia, A Wells Fargo Company September 2009 - August 2010
Bank of America January 2008 - August 2009
TransAmerica Reinsurance March 2007 - January 2008
Premier Inc. April 2006 - February 2007
Freddie Mac June 2000 - September 2004
Skills
Business Requirements, PMO, Test Planning, Testing, User Acceptance Testing, Visio, Software Documentation, Requirements Analysis, SDLC, Quality Center, Quality Assurance, Test Cases, Integration, Manual Testing
Education
University of Maryland University College 1999 — 2005
Information Systems Management
Wells Fargo December 2011 - Present
Wells Fargo January 1997 - May 2012
Wachovia, A Wells Fargo Company 2003 - 2009
PFPC 1999 - 2003
State Street Global Advisors 1997 - 1999
Skills
FINRA, Financial Services, Mutual Funds, 401k, Series 7, Recruiting, Retirement, Microsoft Excel, Business Analysis, Relationship Management, Investments, Series 6, Project Management, Series 63
Education
University of Minnesota-Twin Cities
Bachelor of Science
Wells Fargo June 1989 - Present
Wachovia, A Wells Fargo Company 2004 - 2009
Wachovia Bank 1995 - 2004
First Union, Evergreen Investments 1992 - 1995
First Fidelity / First Union June 1989 - 1992
Skills
Product Development, User Adoption, Performance Measurement, Process Engineering, Process Improvement, Vendor Management, Merger and integration..., Risk Management, Offshoring,..., Outsourcing, Software Implementation, Client Reporting, Operation Efficiencies, Peer Mentoring, Coaching, Data Analysis, MS Project, Business Process..., Leadership, Management, SDLC, Change Management, Business Intelligence, Product Management, Integration, Strategy, Program Management, Mergers & Acquisitions, CRM, Training, Budgets, Governance, Valuation, Analysis
Education
Wachovia's Transformational Leadership Program 2008 — 2008
University of Massachusetts, Amherst 1979 — 1981
University of Arkansas August 2013 - Present
Delhaize America October 2011 - July 2013
Livingstone College August 2010 - May 2013
MetLife August 2009 - December 2010
Wachovia, A Wells Fargo Company April 2006 - December 2007
Lehman Brothers August 2004 - April 2006
Skills
Financial Analysis, Mergers, Strategic Planning, Business Analysis, Due Diligence, Financial Modeling, Banking, Valuation, Mergers & Acquisitions, Finance, Investment Banking, Corporate Finance, Program Management, Public Speaking, Investments, Management Consulting, Strategy, Analysis, Leadership, Management
Education
University of Arkansas 2013 — 2017
Doctor of Philosophy (PhD), Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Finance
University of Nebraska-Lincoln 1995 — 1999
BSBA, Finance
PNC Wealth Management August 2012 - Present
Miller, McNeish, Breedlove, and Hearn, Certified Public Accountants February 2012 - August 2012
Wells Fargo Bank March 2010 - May 2011
Wachovia, A Wells Fargo Company November 2008 - February 2010
Wachovia, A Wells Fargo Company March 2002 - October 2008
Wachovia, A Wells Fargo Company December 1998 - February 2002
Wachovia, A Wells Fargo Company June 1995 - December 1998
Skills
Estate Planning, Asset Allocation, Financial Planners, Financial Analysis, Process Improvement, Business Development, Cash Flow, Contract Negotiation, Wealth Management, Strategic Financial..., Retirement Planning, Finance, Financial Services, Portfolio Management, Strategy, Financial Planning
Education
University of North Carolina at Chapel Hill 1985 — 1989
BSBA, Accounting, Managerial Law
Wells Fargo December 2010 - Present
Wells Fargo November 2009 - November 2010
Wachovia, a Wells Fargo Company January 2009 - November 2010
Wachovia June 1998 - January 2009
Travelers 1992 - 1998
CIGNA May 1985 - March 1992
Skills
Integration, Enterprise Architecture, Information Security, Mobile Devices, Linux, Business Intelligence, Strategy, Business Analysis, IT Strategy, Process Improvement, IT Management, Solution Architecture, Risk Management, SQL, Cross-functional Team..., Security, Governance, Leadership, Unix, Software Development, Databases, SDLC, Vendor Management, IT Service Management, Disaster Recovery, Program Management
Education
Southwick High School
University of Massachusetts, Amherst
Computer Science
Wells Fargo Bank November 2001 - Present
Invesco Funds Group January 2000 - January 2001
LendingTree January 1999 - January 2000
First Union National Bank January 1998 - January 1999
Wachovia, A Wells Fargo Company January 1996 - January 1998
MCI Corporation January 1995 - January 1996
DynCorp International January 1991 - January 1995
Unisys January 1989 - January 1991
ARINC Research Corp March 1986 - August 1989
SSAI January 1984 - March 1986
Education
University of Maryland University College 1992 — 1995
MS, Computer Systems Management
University of Maryland College Park 1981 — 1987
BS, Computer Science
EO April 2009 - Present
Wachovia, A Wells Fargo Company October 2006 - June 2008
RightNow Technologies January 2006 - September 2006
Hewlett-Packard October 2004 - January 2006
Education
University of Montana 1994 — 1997
BA, Psychology
Clark Consulting March 2005 - Present
Wachovia, A Wells Fargo Company October 2004 - March 2005
Volvo Commercial Finance June 1999 - October 2004
Skills
Solaris 8/9/10, Oracle Reports, Database Admin, SQL, SDLC, Business Analysis, Visio, Database Administration, Oracle, Microsoft SQL Server, Disaster Recovery, Shell Scripting, Netbackup, SharePoint, Databases, Unix, Solaris
Education
University of North Carolina at Chapel Hill 1997 — 1999
MS, Information Science
C&F Bank Chief Lending OfficerCitizens & Farmers Bank
Wachovia, A Wells Fargo Company February 1992 - April 2002
Education
University of Maryland College Park 1965 — 1969
B.S., Business (major in economics)
REACH Air Medical Services February 2015 - Present
REACH Air Medical Services July 2014 - Present
Penske Truck Leasing November 2012 - July 2014
Charter Peterbilt PacLease April 2011 - January 2013
Enterprise Rent-A-Car January 2010 - April 2011
Wachovia, A Wells Fargo Company July 2009 - January 2010
Enterprise Rent-A-Car January 2007 - October 2008
Skills
Account Management, Customer Service, PowerPoint, Microsoft Office, Fleet Management, Microsoft Excel, Customer Satisfaction, Management, Inventory Management, Leases, Time Management, Sales, Outlook
Education
University of Nevada-Reno 2004 — 2009
BS, Business Management
Wells Fargo February 2014 - Present
Independent Consulting Practice January 2013 - Present
Wells Fargo August 2008 - January 2013
Wells Fargo March 2007 - August 2008
Wachovia, A Wells Fargo Company December 2004 - March 2007
Wealth Management Advisors of the Southeast January 2003 - December 2004
MassMutual Financial Group July 2001 - January 2003
Skills
Cross-functional..., Segmentation, Change Management, Program Implementation, Strategic Partnerships, Process Improvement, Series 7, Series 63, Life & Health Insurance..., Strategy, Process alignment, Relationship Management, Process Strategy, Business Relationship..., Cross-functional Team..., Management, Program Management, Business Strategy, Sales Strategy, Financial Services, Sales, Strategic Planning, Sales Operations, Retirement, Risk Management, Marketing Strategy
Education
University of North Carolina at Chapel Hill
BA
Marbles Kids Museum March 2011 - Present
Marbles Kids Museum and IMAX Theatre 2007 - March 2011
KRON Medical 1992 - 1997
Wachovia, A Wells Fargo Company 1983 - 1987
Skills
Non-profits, Public Relations, Volunteer Management, Fundraising, Event Planning, Community Outreach, Social Media, Event Management, Social Media Marketing, Press Releases, Newsletters, Nonprofits, Strategic Communications, Media Relations, Marketing, Marketing Communications, Social Networking
Education
University of North Carolina at Chapel Hill 1983 — 1987
BA, Psychology, Recreation Therapy
Wachovia, A Wells Fargo Company UnderwriterUnited Guaranty2003 - 2007
Education
University of Mary Washington 1997 — 2001
BA, Theater
Morgan Stanley June 2010 - Present
Bloomberg May 2009 - August 2009
Elliott Associates July 2008 - August 2008
Credit Suisse May 2008 - June 2008
K&L Gates July 2007 - August 2007
Wachovia, A Wells Fargo Company June 2007 - July 2007
Skills
Financial Analysis, Capital Markets, Bloomberg Terminal, Liquidity Management, PowerPoint, Microsoft Excel, Liquidity Risk, Microsoft Office, Visual Basic, Microsoft Word, Interest Rate Risk..., Financial Reporting, ALM, Interest Rate Hedging, Money Market Funds, Regulatory Requirements, Trading, Fixed Income, Fixed Income Analysis, Available for Sale..., Investments, Bloomberg, Social Media, Finance
Education
University of Michigan 2006 — 2010
BA, Economics
Wachovia, A Wells Fargo Company Compliance consultantWells Fargo2005 - 2014
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Visio, Agile Methodologies, Software Project..., Software Documentation, Anti Money Laundering, Business Process..., Leadership, Oracle, User Acceptance Testing, Vendor Management, Project Management, Customer Service, Credit
Education
ITT 1999 — 2000
University of New Brunswick 1989 — 1995
Enterprise Holdings September 2013 - Present
Tarrant Technologies September 2009 - August 2013
Wachovia, A Wells Fargo Company January 2001 - September 2009
A.G. Edwards & Sons, Inc. June 1999 - January 2001
Lindner Mutual Funds January 1997 - January 1999
Lindner Mutual Funds January 1995 - June 1997
Lindner Mutual Funds January 1993 - January 1995
Skills
Unix, Disaster Recovery, Visio, Integration, Requirements Analysis, Linux, Testing, Enterprise Architecture, VMware, Software Development, Windows Server, Agile Methodologies, Active Directory, Operating Systems
Education
University of Missouri - St. Louis
Wachovia, A Wells Fargo Company March 2002 - Present
Education
University of Michigan 1994 — 1998
BA, Psychology, French
Wachovia, A Wells Fargo Company August 2006 - Present
The Hartford January 2003 - August 2006
Skills
SDLC, Oracle, Data Warehousing, Business Analysis, Requirements Analysis, ETL, PL/SQL, Data Modeling, Requirements Gathering, Business Intelligence, Vendor Management, Enterprise Architecture, Software Project..., SOA, Program Management, Basel II, Informatica, Unix Shell Scripting, Ofsaa
Education
University of Madras 1993 — 1996
Bachelors, Mathematics
Vijayanta Senior Secondary School 1980 — 1992
High School
BancorpSouth September 2010 - Present
Wells Fargo May 2004 - May 2010
Wachovia, A Wells Fargo Company January 2002 - May 2004
Charles Schwab February 2000 - December 2001
Skills
Trust Services, Risk Management, Wealth Management, Asset Management, Relationship Management, Wealth Management..., Wealth, Banking, Financial Services, Finance, Financial Advisory, Trusts, Private Banking, Securities, High Net Worth..., Investments, Investment Management
Education
Cannon Financial Institute - Trust Audit, Compliance & Risk Management School 2014 — 2015
University of New Orleans 1996 — 1999
Bachelor of Science, Business Administration
PNC Bank January 2013 - Present
Wachovia, A Wells Fargo Company November 2003 - January 2013
BankUnited 1999 - 2003
Skills
Commercial Banking, Small Business Lending, Loans, Credit, Commercial Lending, Treasury Management, Banking, Cross Selling, Relationship Management, Consumer Lending, Portfolio Management, Retail Banking, Credit Analysis, Commercial Real Estate
Education
University of Miami - School of Business 1989 — 1993
Bachelor's degree, International Finance and Marketing
Wachovia, A Wells Fargo Company 2002 - 2009
Wachovia Bank 1983 - 2009
First Union 1991 - 2004
Dominion Bank 1983 - 1992
Education
University of Mary Washington 1974 — 1978
BA, History and Social Sciences
First Citizens Bank March 2015 - Present
First Citizens Bank November 2011 - March 2015
Wachovia, A Wells Fargo Company January 2010 - November 2011
Sparrow & Associates May 2006 - December 2009
UNC Neuroscience Hospital September 2001 - August 2002
Education
University of North Carolina at Chapel Hill 2001 — 2006
Biology and Psychology
School name:
Capital One April 2013 - Present
Wells Fargo Bank October 2009 - April 2013
Wachovia, A Wells Fargo Company July 2008 - October 2009
Wachovia, A Wells Fargo Company October 2005 - July 2008
JPMorgan Chase January 2004 - October 2005
Skills
Portfolio Management, Commercial Lending, Credit, Commercial Banking, Banking, Customer Experience, Relationship Management, Team Building, Cross-functional Team..., Project Management, Management, Program Management, Sales, Integration, Leadership, Risk Management
Education
University of Phoenix 2009 — 2012
Masters, Business Administration
University of Nebraska-Lincoln 1995 — 1999
Bachelors, Economics
KPMG 2005 - 2009
Wachovia, A Wells Fargo Company 1999 - 2005
Education
University of Maryland College Park 2002 — 2004
MBA
University of Michigan 1995 — 1998
BA, Finance
Wells Fargo January 2011 - Present
Wachovia, A Wells Fargo Company September 2006 - January 2011
Enterprise Rent-A-Car January 1999 - June 2006
Skills
Sales Management, Small Business Lending, Financial Advisory, Private Banking, Retirement Planning, Strategic Financial..., Refinance, Wealth Management, Loan Origination, Credit Analysis, Commercial Lending, Relationship Management, Investments, Banking, Cold Calling, Coaching, Credit, Customer Service, Finance, Financial Planning, Insurance, Loans, Mortgage Lending, Networking
Education
University of Maryland College Park 1993 — 1998
Business, Marketing, Logistics & Transportaton
BNP Paribas May 2010 - December 2012
JPMorgan Chase December 2009 - May 2010
Wachovia, A Wells Fargo Company January 1989 - January 2010
Skills
Wealth Management, Investments, Private Banking, Banking, Small Business Lending, Commercial Lending, Portfolio Management, Consumer Lending, Credit, Mortgage Lending, Asset Managment, Commercial Banking, High Net Worth..., Underwriting, Hedge Funds, Structured Products, Private Equity, Retirement Planning, Wealth, Lines Of Credit, Investment Management, Wealth Management..., Branch Banking, Investment Advisory, Asset Allocation, Alternative Investments, Securities, Equities, Loans, Credit Analysis, Investment Banking, AML, Asset Management, Financial Services, Relationship Management, Series 7, Treasury Management, Mutual Funds, Credit Risk, Retail Banking, Series 63, Cash Management, Asset Based Lending, Cross Selling, Financial Risk, Loan Origination, Bonds, Fixed Income, Capital Markets, Structured Finance
Education
University of Miami 1983 — 1987
business, international business
Wachovia, A Wells Fargo Company Senior Credit Policy AnalystWachovia2000 - 2010
Skills
Financial Analysis, Merchandising, Credit, Risk Management
Education
University of Michigan
Bachelors, Business
Guy & Lady Barrel LLC 2010 - Present
Wachovia, A Wells Fargo Company 2006 - 2008
Skills
Sales Management, Festivals, Tobacco Industry, Cigars, Entertainment, Event Management, Negotiation, New Business Development, Film Production, Advertising, Business Planning, Banking, Budgets, Coaching, Business Strategy, Contract Negotiation, Corporate Finance, Credit, Due Diligence, Entrepreneurship, Event Planning, Executive Management, Finance, Financial Analysis, Fundraising, International Business, Investments, Leadership, Leadership Development, Management, Management Consulting, Market Analysis, Market Research, Marketing, Marketing Communications, Marketing Research, Marketing Strategy, Online Advertising, Online Marketing, Public Relations, Public Speaking, Real Estate, Retail, Risk Management, Sales, Small Business, Social Media, Social Media Marketing, Social Networking, Start-ups
Education
University of Maryland College Park 2001 — 2004
Finance and Economics
BrandBank (GA) 2010 - Present
First Citizens, formerly Georgian Bank January 2004 - July 2010
Wachovia, A Wells Fargo Company July 1990 - April 2002
National Bank of Georgia September 1984 - July 1990
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Banking, Credit, Credit Analysis, Mortgage Lending, Lines Of Credit, Underwriting, Portfolio Management, Treasury Management, Risk Management, Financial Analysis, Cash Management, Retail Banking, Consumer Lending, Treasury Services, Financial Modeling, Financial Services
Education
University of Mississippi 1979 — 1983
BBA, Banking and Finance
SAS January 2015 - Present
Lenovo June 2014 - January 2015
Wells Fargo February 2013 - May 2014
Wells Fargo September 2011 - January 2013
Wachovia, A Wells Fargo Company October 2010 - August 2011
Wells Fargo Financial May 2010 - September 2010
Wells Fargo Financial December 2009 - April 2010
Best Buy April 2009 - November 2009
Best Buy September 2007 - March 2009
Skills
Financial Analysis, Mortgage Lending, Banking, FHA, Loans, Credit Analysis, Residential Mortgages, Microsoft Office, Credit, Management, Investments, Salesforce.com, PowerPoint, Refinance, Finance, Sales, Social Media, CRM, Public Speaking, Customer Service, Leadership, Analytics
Education
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Lucy Ragsdale High School 2001 — 2005
High School Diploma
PNC Mortgage August 2011 - Present
Wells Fargo May 2008 - July 2011
Wachovia, A Wells Fargo Company January 2006 - May 2008
Skills
Loans, FHA, Mortgage Lending, VA, Refinance, Conventional, Loan Origination, Conforming, Mortgage Industry, VA loans, Mortgage Banking, Non-Conforming, Mortgage, Residential Mortgages, Mortgage Planning, Home Equity Lines of..., Investment Properties, Business Excellence, Small Business Lending, Credit, Underwriting, USDA, Customer Satisfaction, Banking, FHA financing, First Time Home Buyers, Real Estate, Construction Loans, Reverse Mortgages, HUD, Referrals, REO, Certified Mortgage..., Foreclosures, Investors, Real Estate Economics, Sales, Customer Service, Credit Analysis, Management, Finance, Investments, VA Loans
Education
University of Maryland College Park
PNC Bank March 2012 - Present
RBC Bank May 2011 - May 2012
Wachovia, A Wells Fargo Company January 2007 - May 2011
Performance PR Plus, Inc February 1990 - May 1995
New Brunswick Telephone Company April 1980 - January 1990
Skills
Small Business Lending, Retail Banking, Consumer Lending, Lines Of Credit, Commercial Lending, Loans, Credit, Banking, Cross Selling, Sports Marketing, Public Relations, Hospitality Management, Press Relations, Property Management, Sales, Mortgage Banking
Education
University of New Brunswick 1984 — 1989
Associate, Business Administration, Marketing
AIDS Services Foundation Orange County November 2011 - Present
AIDS Services Foundation Orange County July 2008 - November 2011
Orange County Performing Arts Center June 2008 - January 2011
Wachovia, A Wells Fargo Company June 2007 - October 2007
World Savings March 2002 - May 2007
Creative Design Consultants June 2001 - October 2001
Museum of Contemporary Art June 1996 - May 2001
Skills
Non-profits, Wordpress, Arts Administration, Raiser's Edge, Administration, Marketing Communications, Public Relations, Creative Writing, Blogging, Fundraisers, Nonprofits, Leadership, Theatre, Event Planning, Fundraising, Editing, WordPress, Social Networking, Event Management, Training, Facebook, Press Releases, Volunteer Management, Social Media, Community Outreach, Management, Strategic Planning, Social Media Marketing, Customer Service
Education
University of Massachusetts Lowell 1987 — 1992
BM, Music (Vocal Performance)
Jewish Family Service Association April 2007 - Present
Robert Half Management Resources December 2004 - December 2006
Wachovia, A Wells Fargo Company December 1991 - August 2004
Bank of America July 1984 - December 1991
Skills
Financial Analysis, Financial Modeling, Budget Management, Strategy, Management Consulting, Analysis, Budgets, Management, Nonprofits, Leadership, Financial Planning, Business Process...
Education
Wharton School, University of Pennsylvania 1977 — 1979
MBA, Finance
University of Michigan 1975 — 1977
Bachelor of Arts, Economics
Shaker Heights High School
Brad Tombers Photography April 2013 - Present
BONO Language School March 2012 - March 2013
Wells Fargo November 2010 - February 2012
Wachovia, A Wells Fargo Company November 2010 - September 2011
Skills
Cash Management, Customer Service, Strategic Financial..., Microsoft Office, PowerPoint, Credit Cards, Photography, Digital Photography, Digital Video, Blogging, Blogger, Tutoring, WordPress
Education
University of Minnesota-Twin Cities 2007 — 2010
BS, Mathematics
University of Minnesota-Twin Cities 2007 — 2010
Bachelor of Science (BS), Mathematics
Wells Fargo Advisors January 2010 - Present
Wachovia, A Wells Fargo Company August 2006 - January 2010
Atlanta Tax Service 2006 - 2006
Education
Strayer University (DC) 2007 — 2009
M.Ed., Adult Education
University of North Carolina at Chapel Hill 2002 — 2005
BA, African and African American Studies
Oracle September 2014 - Present
University of Maryland University College March 2010 - Present
Wachovia, A Wells Fargo Company January 2002 - 2003
Skills
certified pci..., Event Planning, Analysis, Public Speaking, Management
Education
University of Maryland University College 2001 — 2006
Bachelor, Social science
Wells Fargo August 2015 - Present
Bank of America February 2015 - July 2015
Wells Fargo June 2014 - February 2015
Bank of America August 2013 - April 2014
Wells Fargo January 2012 - June 2013
Bank of America August 2010 - July 2011
Wachovia, A Wells Fargo Company September 2009 - August 2010
Bank of America March 2007 - November 2008
Wachovia, A Wells Fargo Company March 2006 - October 2006
Wachovia, A Wells Fargo Company August 2005 - December 2005
Education
University of Massachusetts, Amherst 1987 — 1991
Liberal Arts, History, Economics
Santander Bank, N.A. 2010 - Present
Wachovia, A Wells Fargo Company 2007 - 2010
Bergen Capital Finance 2003 - 2007
Elite Financial Services llc 2000 - 2003
Skills
Credit, Recruiting, Loans, Finance, CRM, Sales Management, Management, Investments, Banking, Retail Banking, Insurance, Loan Origination, Sales, Lines Of Credit, Training, Marketing, Refinance, Leadership, Mortgage Lending, Start-ups
Education
University of Massachusetts, Amherst
Bachelor's degree
Wells Fargo May 2013 - Present
Wachovia, A Wells Fargo Company September 2011 - May 2013
Education
University of Michigan 2006 — 2010
Bachelor of Arts (B.A.), Political Science ad Government
University of Michigan
Wachovia, A Wells Fargo Company October 1997 - Present
Republic National Bank February 1994 - 1996
Education
Bombay University 1981 — 1985
Bachelor f Arts
Wachovia, A Wells Fargo Company 2011 - 2012
bangor, Maine October 2007 - December 2010
Skills
Bilingual
Education
University of Maine
Bachelor of Arts (B.A.), Journalism