Experience
Bank of America Merrill Lynch  October 2015 - Present
Bank of America Merrill Lynch  December 2013 - October 2015
Bank of America Merrill Lynch  July 2012 - December 2013
Bank of America Merrill Lynch  September 2011 - July 2012
Wells Fargo Advisors  March 2007 - August 2011
Wachovia, A Wells Fargo Company   January 2004 - March 2007

Skills
Financial Planning, Wealth Management, Investments, Retirement Planning, Mutual Funds, Series 7, Series 63, Series 65, Series 9, Series 10, Brokerage, Financial Advisory, Client Relationship..., Retirement Solutions, Sales Management, Sales Management..., Finance, Banking, Loans

Education
UNC Charlotte   1998 — 2002
Bachelors of Science in Business Administration, Marketing

Experience
Fixing A Project Gone Bad   May 2014 - Present
Why Good Projects Go Bad   February 2014 - Present
Sometimes You Manage The Project And Sometimes It Manages You   September 2013 - Present
Wells Fargo  February 2012 - August 2013
Wells Fargo  February 2011 - February 2012
Loaves & Fishes - Groceries for Neighbors in Need   January 2011 - May 2011
Wachovia, A Wells Fargo Company   October 2009 - February 2011
Wachovia National Bank and Wachovia, a Wells Fargo Company   November 2007 - October 2009
Wachovia National Bank  December 2002 - October 2007
First Union National Bank and Wachovia National Bank   March 2001 - December 2002

Skills
SDLC, Visio, Business Analysis, SQL, Data Warehousing, Business Requirements, PMP, ETL, MS Project, Program Management, DB2, Software Development, Requirements Gathering, Project Coordination, Data Analysis, User Acceptance Testing, Mainframe, Software Project..., Project Planning, IT Management, MS Office Suite, Requirements Analysis, Teradata, Business Process..., Quality Assurance, Testing, Databases, Oracle, Data Modeling, Disaster Recovery, Business Process Design, Data Management, Software Documentation, Unix, Analysis, Project Management, Business Intelligence, Vendor Management, Management, Systems Analysis, Enterprise Architecture, Strategy, SharePoint, COBOL, PMO, Integration, Team Leadership, Data Center, Leadership, IT Strategy

Education
University of North Carolina at Charlotte   1968 — 1972
BA, Physics

Garinger High School   1965 — 1968
High School Diploma, College Preparitory

Experience
Xerox  March 2013 - Present
Ice Hockey In Harlem  October 2011 - Present
iCIMS  August 2012 - January 2013
Source Technologies  January 2008 - August 2012
Source Technologies  January 2007 - January 2008
Source Technologies  February 2005 - January 2007
Wachovia, A Wells Fargo Company   August 2004 - February 2005

Skills
Solution Selling, Direct Sales, Account Management, Resellers, Sales Process, Channel, Sales Management, Enterprise Software, SaaS, New Business Development, Sales, B2B, Product Management, Business Development

Education
University of North Carolina at Charlotte   2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing

Experience
Wells Fargo  January 2014 - Present
Wachovia, A Wells Fargo Company   January 2007 - January 2014

Skills
Treasury Services, Commercial Banking, Cross Selling, Cash Management, Treasury Management, Portfolio Management, Banking, Financial Services, Project Management, Solution Selling, Commercial Lending, Credit Analysis, Credit

Education
University of North Carolina at Charlotte   1996 — 2001
Bachelor of Arts (B.A.), Computer Science

Experience
Northstar Capital Group, LLC   June 2009 - Present
Monk Investment Real Estate, LLC   July 2008 - June 2009
Wachovia, A Wells Fargo Company   June 2005 - July 2008
RBC Bank  September 1999 - June 2005

Skills
Strategic Planning, Single Family Homes, Sales, Real Estate Development, Real Estate, Portfolio Management, Negotiation, Mergers, Marketing, Management, Leadership, Investments, Financial Analysis, Customer Service, Credit, Contract Negotiation, Asset Management

Education
University of North Carolina at Chapel Hill   1994 — 1997
BA, Economics

Woodberry Forest School   1990 — 1993
High School

Experience
Bank of America  January 2011 - Present
Bank of America  May 2005 - January 2011
Bank of America  May 2004 - May 2005
Bank of America  October 2001 - May 2004
Bank of America  December 1999 - October 2001
Bank of America  November 1994 - December 1999
Bank of America  April 1992 - November 1994
Bank of America  November 1988 - April 1992
Wachovia, A Wells Fargo Company   May 1985 - November 1988

Skills
Six Sigma, Banking, Mortgage, Risk, Financial Management, Treasury Management, Operational Risk..., Process Improvement, Mortgage Lending, Financial Risk, Program Management, Risk Management, Managerial Finance, Financial Analysis, Financial Services, Strategy, Management, Cross-functional Team..., Credit Risk, Accounting, Business Process, Finance, Portfolio Management

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1981 — 1985
BSBA, Finance

Experience
Bank of America  June 2014 - Present
Bank of America  June 2013 - June 2014
Bank of America  March 2011 - June 2013
Bank of America  February 2010 - March 2011
Bank of America  April 2008 - February 2010
Bank of America  April 2007 - April 2008
Wachovia, A Wells Fargo Company   July 2006 - April 2007
Charlotte Regional Visitors Authority  2005 - 2005
Charlotte Center City Partners  2004 - 2004

Skills
Access, SharePoint, Excel, Microsoft Excel, Human Resources, Recruiting, Data Analysis, Management, Training, Event Planning, Payroll, Process Improvement, Risk Management, Business Analysis, Banking, Testing, Change Management, Project Management, Analysis, Microsoft Office, Interviews

Education
University of North Carolina at Chapel Hill   2002 — 2006
BSBA, Business

Experience
All In Productions, Inc   November 2011 - Present
University City United Methodist Church  June 2007 - November 2011
Wachovia, A Wells Fargo Company   1999 - 2003

Skills
Team Leadership, Public Speaking, Project Implementation

Education
University of North Carolina at Charlotte   1996 — 1999
Bachelor of Science, Business Administration - Finance

Experience
Wells Fargo  March 2014 - Present
Wells Fargo Bank  November 2011 - March 2014
Wells Fargo Bank  February 2010 - November 2011
Wells Fargo  March 2009 - February 2010
Wachovia, A Wells Fargo Company   February 2008 - March 2009

Skills
Call Center, Call Centers, Process Improvement, Banking, Relationship Management, Customer Service, Training, Business Analysis, Financial Services, Analysis, Vendor Management, Team Building, Change Management

Education
South Mecklenburg H.S.   1991 — 1994

University of North Carolina at Charlotte
B.A., Political Science

Experience
SciQuest  August 2013 - Present
Resolvit  March 2013 - August 2013
eGroup, Inc. Technology Solutions for Serious Competitors.   June 2011 - March 2013
Competitive Solutions Inc  February 2008 - June 2011
Digital Audio Corporation   April 2003 - March 2008
BuildLinks  April 2001 - April 2003
Wachovia, A Wells Fargo Company   June 1997 - April 2001
Southeast Guilford High School  August 1993 - June 1997

Skills
Channel Partners, Continuous Improvement, Cisco Sales Expert..., Cisco Data Center..., Citrix Certified Sales..., EMC Velocity Sales..., VMware Sales..., VMware IaaS..., Program Management, Security, Cloud Computing, Management, Cisco Technologies, Cross-functional Team..., Sales, Sales Management, Process Improvement, Strategic Partnerships, Direct Sales, Change Management, Strategy Alignment, Enterprise Software, Leadership, Leadership Development, Business Intelligence, Management Consulting, Team Leadership, Information Technology, Training, Team Building, Solution Selling, Business Process, Performance Management, Salesforce.com

Education
University of North Carolina at Greensboro   1992 — 1994
Master, Counselor Education

University of North Carolina at Chapel Hill   1987 — 1991
BA, Industrial Relations

Experience
The McEachernGroup   July 2009 - Present
Wachovia, A Wells Fargo Company   July 1982 - July 2008

Skills
Strategic Partnerships, Organizational..., Leadership Development, Executive Coaching, Coaching, Succession Planning, Performance Management, Talent Management, Change Management, Organizational..., Strategy, HR Consulting, Team Leadership, Employee Engagement, Recruiting, Human Resources, Leadership, Talent Acquisition, Training, Team Building, Business Process..., Personnel Management, Management, Onboarding, Strategic Planning, Vendor Management, Management Consulting, Executive Management, Organizational Design, Employee Benefits, Employee Relations, Mergers & Acquisitions, Career Development, Workforce Planning, Consulting, Workshop Facilitation, Deferred Compensation, Process Improvement, Employee Training, Interviews

Education
University of North Carolina at Chapel Hill

University of North Carolina at Greensboro

Experience
Edward Jones  March 2012 - Present
Wells Fargo  June 2009 - March 2012
Wachovia, A Wells Fargo Company   June 1996 - June 2009

Skills
Sales, Talent Acquisition, Applicant Tracking..., Management, Recruiting, Credit, Mortgage Lending, College Recruiting, Mortgage Banking, Onboarding, Relationship Management, Finance, Customer Service, Leadership, Loan Origination, Internet Recruiting, Loans, Banking, Building Relationships, Cold Calling, Financial Services

Education
University of North Carolina at Charlotte   1991 — 1994
BA, Psychology/Sociology

Experience
Wells Fargo  November 2014 - Present
Wells Fargo  October 2011 - Present
ITT Technical Institute  October 2011 - April 2012
Wells Fargo  February 2010 - October 2011
Wachovia, A Wells Fargo Company   October 2000 - February 2010
First Union National Bank  2001 - 2001
Wachovia Bank  October 1999 - October 2000
First Union National Bank  October 1995 - October 1999
Piedmont Natural Gas  October 1993 - October 1995
First Union National Bank  June 1990 - October 1993

Skills
Process Improvement, Database Administration, Database Analysis, Business Systems, Excel, Access, VBA, Quality Center, PAC2000, SharePoint, Erwin, ADW, MS Project, MS Office Suite, Java, Oracle, SQL Server 2008..., Unix, Hogan, EZT+, DB2, DB2/SQL, IMS, CICS, IBM DBA Tools, BMC DBA Tools, Mainview, Omegamon, JCL, REXX, KORE, Fileaid, QUIC, TSO, DATA / DB2 XPERT, CLIST, Change Management, Changeman, Xpediter, COBOL, SAS, ITIL, HTML5, IMS DB/DC, Disaster Recovery, Data Modeling, Visio, Databases, Database Design, Testing

Education
University of North Carolina at Charlotte   1995 — 1999
MBA, Business - Concentration in Information and Technology Management

Virginia Polytechnic Institute and State University   1986 — 1990
BS, Management Science - DSS option

Experience
Wells Fargo  March 2010 - Present
Wachovia, A Wells Fargo Company   January 2008 - March 2010
Wachovia, A Wells Fargo Company   December 2005 - January 2008

Education
Winthrop University   2007 — 2009
MBA

University of North Carolina at Chapel Hill   1997 — 2001
BA, Economics

Experience
Wells Fargo  March 2014 - Present
The Archipelago Group llc   January 2010 - Present
The Community Building Initiative   April 2013 - May 2015
Women's Inter-Cultural Exchange   2009 - 2014
Innovation Institute at McColl Center for Visual Art   December 2010 - December 2012
Wachovia  January 2002 - September 2009
Wachovia, A Wells Fargo Company   September 1998 - January 2002
First Union National Bank  September 1995 - September 1998
Stork Screens America   June 1992 - June 1994
Personnel Services at the University of North Carolina, Charlotte   August 1991 - December 1993

Skills
Executive Coaching, Organizational..., Talent Management, Culture Change, Diversity & Inclusion, HR Consulting, Change Management, Strategic Planning, Strategy, Management, Leadership, Leadership Development, Nonprofits, Performance Consulting, Employee Engagement, Coaching, Organizational..., Management Consulting, Succession Planning, Workshop Facilitation, Personnel Management, Employee Relations, Organizational Design, Consulting, Human Resources, Performance Management, Career Development, MBTI, 360 Feedback, Talent Acquisition, Executive Development, Conflict Resolution, Workforce Planning, Onboarding

Education
University of North Carolina at Charlotte   1993 — 1995
MA abt, Industrial Organizational Psychology

University of North Carolina at Charlotte   1988 — 1992
BA, General Psychology

Experience
Ironwood Capital Management  August 2015 - Present
Alternative Investment Management, LLC  September 2012 - July 2015
JJRS, LLC   2011 - 2014
Morgan Creek Capital Management  July 2009 - August 2012
Wachovia, A Wells Fargo Company   June 2008 - August 2008
University Directories  May 2007 - August 2007

Skills
Capital Markets, Investments, Stock Market, Excel, PowerPoint, Programming, Word, Bloomberg, Investment Strategies, Hedge Funds, Alternative Investments, Microsoft Word, Microsoft Excel, Risk Management, Private Equity, Portfolio Management, Structured Products

Education
University of North Carolina at Chapel Hill   2005 — 2009
Mathmatical Decision Sciences, Math, Statistics, Actuarial Modeling

CAIA Association   2011 — 2011
Chartered Alternative Investment Analyst designee, Alternative Investments

Experience
Wells Fargo  March 2010 - Present
Wells Fargo  June 2008 - February 2010
Wachovia, A Wells Fargo Company   August 2004 - June 2008

Skills
Risk Management, PMP, Project Management, Banking, Vendor Management, Management, SharePoint

Education
University of North Carolina at Charlotte
BSBA, Management

Experience
Wells Fargo  October 2010 - Present
Wachovia, A Wells Fargo Company   January 2010 - September 2010
Wachovia Bank  December 2006 - December 2009
First Place  April 2006 - December 2006
Wachovia  July 2004 - April 2006
Wachovia Bank  April 2000 - July 2004
First Union National Bank  November 1996 - April 2000
Federal Reserve Bank of Richmond  April 1988 - November 1996

Skills
Essbase, Access, Financial Planning, Microstrategy, Data Management, Automation, Decision Support, Analysis, Relational Databases, Consultancy, Process Improvement, Financial Analysis, Financial Reporting, Excel, Banking, Financial Modeling, Data Warehousing, Forecasting, Business Analysis, Budgeting, Data Analysis, Strategic Planning, SQL, Process Engineering, Business Intelligence, Analytics, Mergers, Problem Solving, Management Consulting, Data Mining, MS Project, Requirements Analysis, MIS, Accounting, Program Management, Budgets, Business Process..., Strategic Financial..., Management, Mergers & Acquisitions, Financial Services, Project Management, Operations Management, Microsoft Excel, Databases, Vendor Management

Education
University of North Carolina at Charlotte - Belk College of Business   1998 — 1999
MBA, Marketing

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1978 — 1982
BS, Business Administration

Experience
Bank of America  September 2013 - Present
Bank of America  March 2007 - September 2013
Wachovia, A Wells Fargo Company   June 2004 - March 2007

Skills
Derivatives, FX Hedging, G/L Reconciliations, Interest Rate..., Energy Derivatives, Fixed Income, Treasury, Banking, Microsoft Excel, Hedging

Education
Wake Forest University - Babcock Graduate School of Management   2008 — 2009
Masters Degree, Business Administration

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2000 — 2004
Bachelor of Science, Business Administration, with concentrations in Finance and International Business

Experience
Wells Fargo  April 2013 - Present
Unity Center for Spiritual Living   2001 - Present
Wells Fargo  2009 - 2010
New Life Metropolitan Community Church   1998 - 2006
Myers Park Presbyterian Church  2004 - 2005
Wachovia, A Wells Fargo Company   2002 - 2003
First Union National Bank  2000 - 2002
First Union National Bank  January 1998 - 2000
Black & Decker  1995 - 1997

Skills
Management, Music, Business Analysis, Project Management, Writing, Technical Support, Troubleshooting, Help Desk Support, Microsoft Office, Access, Databases, Testing, Operating Systems, System Administration, Process Improvement, System Testing, Computer Hardware, Editing, Copy Editing, SharePoint, Musical Directing, Accompaniment, Choral Conducting, Piano, Vocalist, Keyboardist, Vocal Coaching, Music Transcription, Solo Piano, Musical Improvisation, Church Music, Musical Theatre, Leadership, Training, Classical, Singing, Choral, Vocal

Education
University of North Carolina at Charlotte
Liberal Arts and Music

Garinger High School   1982 — 1985
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Experience
Wells Fargo  March 2013 - Present
Consultant  December 2003 - March 2013
Wachovia, A Wells Fargo Company   September 2001 - December 2003
Bank of America  June 1998 - May 2001
Consultant  April 1997 - May 1998

Skills
E-commerce, Trade Finance, Banking, MS Project, Risk Management, Six Sigma, Change Management, Project Portfolio..., Software Project..., SharePoint, Data Warehousing, Business Process..., SDLC, Requirements Gathering, Integration, Business Requirements, Project Management, Requirements Analysis, Visio, Program Management, Strategy, CRM, Leadership, PMO, Management, Microsoft Project

Education
Wells Fargo Internal Training   2009 — 2009
Project Management Tools Training

International Institute of Learning   2002 — 2002
PMP Certification

Keane Productivity Management
Project Management

University of North Carolina at Charlotte
BS, Computer Science

Experience
Carolinas Healthcare System  June 2010 - Present
The Mergis Group  January 2010 - June 2010
Wachovia, A Wells Fargo Company   August 2008 - June 2009
TIAA-CREF  November 2005 - February 2008
Compliance Concepts, Inc  June 1998 - October 2005

Education
University of Phoenix   2001 — 2003
MBA, Global Management

University of North Carolina at Charlotte   1997 — 1998
Bachelors, Philosophy- Ethics

University of North Carolina at Charlotte   1991 — 1996
Bachelors, Biology

Experience
AvidXchange, Inc.   January 2013 - Present
ACN  August 2011 - January 2013
Premier, Inc.   March 2009 - July 2011
Wachovia, A Wells Fargo Company   December 2007 - November 2008
Wachovia, A Wells Fargo Company (via The Nakoma Group)   June 2007 - November 2007
Amdocs, Incorporated   July 2005 - May 2007
DST Innovis  October 2002 - July 2005
DBS Systems  January 2000 - October 2002
Business Control Systems  1996 - 1998

Skills
Test Director, Visio, PVCS, SQL, SharePoint, Agile Methodologies, Agile Testing, Agile Project Management, Scrum, Quality Center, Testing, SDLC, Test Cases, Integration Testing, Regression Testing, PL/SQL, Quality Assurance, Software Quality..., Test Automation, Integration, Management, Test Planning, Software Documentation, System Testing, HP Quality Center

Education
University of North Carolina at Charlotte   1990 — 1994
Bachelor of Arts Degree, Computer Science

University of North Carolina at Wilmington   1988 — 1990
Bachelor's degree, Computer Science

Experience
MetLife  March 2015 - Present
Time Warner Cable  July 2014 - March 2015
Sports & Spine Physical Therapy   July 2011 - February 2014
American Red Cross  September 2013 - December 2013
UNC Charlotte  January 2010 - December 2012
Wachovia, A Wells Fargo Company   January 2000 - December 2009

Skills
PowerPoint, Crisis Communications, Management, Facebook, Brand Development, AP style writing, Event Planning, Social Networking, Internal Communications, Communication Training, Social Media, Strategic Communications, Corporate Communications, Social Media Marketing, Press Kits, Wordperfect, Microsoft Excel, Visio, Access Database, Facebook Marketing, Twitter, Research, Lotus Notes, Outlook Express, Photoshop, Publisher, All office equipment, Content Development, Brand Management, SEO, SEM, SMM, Online Marketing, *Travel Arrangements..., Media Relations

Education
UNCC   2010 — 2012
Bachelor of Arts (B.A.), Communication/Public Relations

CPCC
Associate of Arts (A.A.), Communication/ Public Relations

Experience
Wells Fargo  August 2014 - Present
Bank of America  February 2012 - August 2014
Bank of America  June 2010 - February 2012
Bank of America  October 2007 - June 2010
Wachovia, A Wells Fargo Company   January 2005 - October 2007
Wachovia, a Wells Fargo Company   July 2002 - January 2005

Skills
Risk Management, Analysis, Data Analysis, Leadership, Microsoft Office, Program Management, Banking, Fraud, Mortgage Lending, Microsoft Excel, PowerPoint, Credit, SharePoint, Team Leadership, Customer Service, Human Resources, Security, Risk Assessment, Employee Relations, Coaching, Access, Training, Business Continuity, Management

Education
University of North Carolina at Chapel Hill   1996 — 2000
BA, Communication Studies

Experience
Financial Analytical Services LLC   April 2015 - Present
Boardwalk Capital Managment   March 2013 - March 2015
Wells Fargo (Evergreen Investments, a Wachovia Company)   January 2002 - December 2010
Wachovia, A Wells Fargo Company   June 1997 - December 2001
Wachovia, A Wells Fargo Company   June 1993 - June 1997
Wachovia, A Wells Fargo Company   August 1990 - July 1993
IBM  July 1988 - August 1990
Wachovia, A Wells Fargo Company   August 1983 - July 1986
Robinson, Bradshaw & Hinson   August 1980 - August 1983

Skills
Customer Service, Portfolio Management, Investments, Asset Allocation, Investment Strategies, Investment Management, Fixed Income, Mutual Funds, Equities, Relationship Management, Asset Managment, Superior Client Service, Asset Management, Mergers & Acquisitions, Finance, Financial Services, Client Services

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1986 — 1988
MBA

The College of William and Mary   1976 — 1980
B.A.

Experience
State Farm Insurance Agency  August 2012 - Present
Emma Allen State Farm   January 2012 - Present
City of Charlotte  2006 - Present
Emma Allen Enterprises   January 1999 - Present
Les Brown Speakers Network   2010 - 2013
Wachovia, A Wells Fargo Company   2006 - 2010
Wachovia, A Wells Fargo Company   2006 - 2010
Bank of America  February 2000 - February 2006

Skills
Six Sigma, Leadership, Administrative..., Recruiting, Management, Entrepreneurship, Public Speaking, Organizational..., Coaching, Talent Acquisition, Employee Benefits, Onboarding, Teaching, Strategic Planning, Leadership Development, Banking, Creative Direction, Mergers & Acquisitions, Employee Relations, Insurance, Training, Project Planning, Marketing, Access, Customer Service, Microsoft Office, Event Planning, Team Building, Fundraising, Nonprofits, Social Networking, Sales, Performance Management, Risk Management, Project Management, PowerPoint, Budgets, Process Improvement, Interviews, Time Management, Change Management, Human Resources

Education
University of North Carolina at Charlotte   1980 — 1984
BS, Business Administration

University of North Carolina at Charlotte   1980 — 1984
Bachelor's degree, Business Administration and Management, General

Experience
LPL Financial  July 2012 - Present
LPL Finanical  June 2011 - July 2012
Fifth Third Bank  October 2006 - March 2009
Wachovia, A Wells Fargo Company   April 2006 - September 2006
ADP Small Business Solutions   August 2004 - November 2005
First Union/ Wachovia Bank   December 1999 - September 2003
First Union National Bank  June 1998 - December 1999
First Union National Bank  January 1997 - June 1998
First Union National Bank  November 1995 - January 1997
BlueCross BlueShield of SC  December 1993 - April 1995

Skills
Outlook, Lotus Notes, Windows, Rumba, Beta (TPX), AS400, Leadership, Excel, Word, Access, SharePoint, MS Project, Analysis, Quality Assurance, Asset Management, Attention To Detail, Banking, Team Building, Customer Relations, Coaching, Customer Service, Call Center, Client Service, Data Analysis, Data Entry, DOS, Administrative Duties, Feedback, Medical Coding, Health Insurance, Project Coordination, 10 Key, Notary Public, Oracle, Organizing, PowerPoint, Quality Management, Problem Solving, Administrative Support, Stellent, Citrix, Financial Services, Program Management, Recruiting

Education
University of North Carolina at Charlotte   2008 — 2013
Bachelors, Communications

Experience
Fifth Third Bank  September 2011 - Present
Wells Fargo  May 2010 - September 2011
Wells Fargo  September 2005 - September 2011
Wachovia, A Wells Fargo Company   September 2001 - September 2005

Skills
Leadership, Fundraising, Nonprofits, Strategy, Management, Banking, Community Outreach, Event Planning, Public Speaking, Program Management, Training, Marketing, Strategic Planning, Non-profits, Community Development, Coaching, Leadership Development, Volunteer Management, Customer Service, Team Building, Project Management, Relationship Management, Workshop Facilitation, Grants, Organizational..., Public Relations, Advertising, Event Management, Finance, Sponsorship, Employee Engagement, CRM, Philanthropy, Social Media, Credit, Social Networking, Marketing Communications, Press Releases, Grant Writing, Regulatory Compliance, project, Corporate Communications, Change Management

Education
Pfeiffer University
Bachelor of Science (BS)

Boston College
Center for Corporate Citizenship

University of North Carolina at Charlotte

North Carolina School of Banking at UNC Chapel Hill

Experience
Telit Wireless Solutions  October 2014 - Present
Informatica  June 2014 - October 2014
StrikeIron  February 2014 - June 2014
Wells Fargo Advisors  November 2012 - January 2014
Wells Fargo  February 2012 - November 2012
Wachovia, A Wells Fargo Company   March 2011 - February 2012

Skills
APIs, Cloud Applications, Small Business, Small Business Lending, Portfolio Management, Investments, Consumer Lending, Account Management, Management, Sales, CRM, Retirement Planning, Customer Service, Finance, Consumer Business, Customer Relations, Sales Management, Commercial Banking, Project Management, Small Business..., Strategic Account..., Marketing, Leadership, Microsoft Office, Business Development, Public Speaking, Salesforce.com, Social Media

Education
University of North Carolina at Chapel Hill   2005 — 2009
Bachelor of Arts (B.A.), Political Science and Public Policy

Experience
Wachovia, A Wells Fargo Company   October 2009 - Present
Wachovia, A Wells Fargo Company   March 2007 - October 2009
Plumtree Software/BEA Systems   May 2003 - June 2006

Education
University of North Carolina at Chapel Hill   1997 — 2001
BA, Economics, Minor in Chemistry

Experience
Pokorny Sales & Mfg.   Acqusition Manager of a small self storage facilityU-Stor-It of JeffersonJanuary 2005 - Present
Wachovia, A Wells Fargo Company   January 2003 - January 2005

Skills
Leadership, Real Estate, Contract Negotiation, Manufacturing, New Business Development

Education
University of North Carolina at Charlotte   1998 — 2003

Experience
Lowe's Home Improvement  April 2013 - Present
Lowe's Home Improvement  March 2010 - March 2013
Wachovia - A Wells Fargo Company  April 2009 - April 2010
Wachovia Corporation  November 2005 - April 2009
Wachovia Corporation  June 2004 - November 2005
Wachovia Corporation  August 2000 - June 2004
First Union  August 1995 - August 2000

Skills
Succession Planning, Talent Management, Performance Management, Leadership Development, Change Management, Organizational..., Workforce Planning, Talent Assessment, Mergers, Selection, Certified Project..., Competency Management, 360 Feedback, Executive Coaching, Strategy Facilitation, Management Consulting, Mergers & Acquisitions, Personnel Management, Human Resources, Strategy, Leadership, Training, Career Development, Onboarding, Organizational..., Facilitation, Facilitators, Training Delivery, Program Management, Organizational Design, Human Capital, Employee Engagement

Education
University of North Carolina at Charlotte   1991 — 1993
Master of Arts, Industrial/Organizational Psychology

West Virginia University   1987 — 1991
Bachelor of Arts, Liberal Arts/Psychology

Experience
Quicken Loans  March 2013 - Present
Wells Fargo  August 2011 - Present
Wells Fargo  February 2010 - August 2011
Wachovia, A Wells Fargo Company   May 2009 - January 2010
Wachovia  February 2008 - May 2009
Decision One Mortgage, Member HSBC Group  September 2001 - December 2007
Decision One Mortgage  March 1999 - September 2001
Decision One Mortgage  September 1998 - March 1999
First Indiana Bank  July 1997 - September 1998

Education
University of North Carolina at Charlotte   1993 — 1997
BA, History

Experience
AltaMira Mortgage, LLC   October 2013 - Present
Wachovia, A Wells Fargo Company   March 2009 - October 2013
Wells Fargo  March 2008 - February 2009
Wachovia Bank  May 1994 - March 2008
First Union National Bank  May 1991 - May 1994
NCNB  June 1990 - May 1991

Skills
Mortgage Lending, Loans, Residential Mortgages, Finance, Loan Origination, Product Development, Mortgage Banking, Credit, Insurance, Banking, Capital Markets, Portfolio Management, Credit Analysis, Risk Management, Underwriting

Education
University of North Carolina at Chapel Hill   1986 — 1990
Bachelor of Arts, Economics

Experience
Wells Fargo  October 2009 - Present
Wachovia, A Wells Fargo Company   July 2005 - May 2009
Wachovia, A Wells Fargo Company   February 2000 - June 2005
University of North Carolina at Chapel Hill  August 1997 - December 1999

Education
University of North Carolina at Chapel Hill   1993 — 1997

Experience
Bank of America  May 2013 - Present
Wells Fargo Home Mortgage  January 2012 - March 2013
Wells Fargo  October 2011 - December 2011
LPL Financial  March 2011 - October 2011
Wachovia, A Wells Fargo Company   July 2006 - December 2010

Skills
.NET, C#, ASP.NET, VB.NET, WCF, OOP, SQL, Oracle, MVC3, Entity Framework, jQuery, SQL Server 2005/2000, T-SQL, ADO, Interop, Windows Services, WinForms, PL/SQL, Oracle SQL, LPS, ASP.NET MVC, Agile Methodologies, Microsoft SQL Server, SSIS, SDLC, Databases, Java, Database Design, Software Development, Web Services, SSRS, Architecture, LINQ, Web Applications, Visual Studio, JavaScript, IIS, Requirements Analysis, Visual Basic, XML, SOA, SharePoint, Scrum, TFS, UML, SOAP, ASP, Java Enterprise Edition, DB2, VBScript

Education
University of North Carolina at Charlotte   1999 — 2002
bachelor, Computer Science

East Mecklenburg High School   1998 — 1999
Diploma, High School/Secondary Diplomas and Certificates

Experience
Duke Energy Corporation  January 2013 - Present
Duke Energy Corporation  October 2011 - December 2012
Wells Fargo Advisors  September 2010 - October 2011
Wachovia, A Wells Fargo Company   March 2010 - August 2010
FIRST PLACE/ WACHOVIA CORPORATION   December 2008 - June 2009
Wachovia, A Wells Fargo Company   September 2002 - September 2008
OfficeMax  June 1999 - June 2001
SOUTHHALL EXECUTIVE SERVICES   January 1997 - April 1999
First Union National Bank  January 1992 - January 1996

Skills
60 wpm Typing, Advanced Microsoft..., Administrative Support, Customer Relations, Typing, Research, Retail, Administrative..., Customer Service, Payroll, Management, Microsoft Excel, Administrative..., Banking, Microsoft Office, PowerPoint, Data Entry, Microsoft Word, Spreadsheets, Training, Access, Leadership

Education
University of North Carolina at Charlotte   1981 — 1984
Bachelor of Arts, Psychology

Western Carolina University   1979 — 1980

Experience
Silverpeak Real Estate Partners  May 2010 - Present
Lehman Brothers  June 2007 - May 2010
Wachovia, A Wells Fargo Company   June 2004 - June 2007

Education
University of North Carolina at Chapel Hill   2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General

Experience
Wells Fargo  May 2011 - Present
Wachovia, A Wells Fargo Company   2009 - May 2011
Wachovia  January 2008 - January 2009

Skills
Direct Mail, Marketing, Product Management, Banking, Direct Marketing, Project Management, Financial Services, Portfolio Management, Credit, Underwriting, Multi-channel Marketing, Segmentation, Analytics

Education
University of North Carolina at Chapel Hill   1989 — 1993
BA, Journalism and Mass Communications, Business Administration

Experience
Financial Risk Analysts   June 2008 - Present
Central Piedmont Community College  August 2007 - Present
Wachovia  October 2001 - June 2007
Wachovia, A Wells Fargo Company   2000 - 2007
Wachovia  May 2000 - October 2001
RSA  August 1998 - May 2000
Aon Consulting  January 1998 - June 1998

Skills
Financial Analysis, Risk Management, Derivatives, Hedging, ALM, Treasury Management, Financial Modeling

Education
University of North Carolina at Chapel Hill   1996 — 1997
MAT, Mathematics

University of North Carolina at Chapel Hill   1990 — 1994
BA, Mathematics

Experience
SunTrust Mortgage  March 2011 - Present
Wachovia, A Wells Fargo Company   May 1986 - August 2009

Skills
Credit, Mortgage Lending, Financial Services, Underwriting, Financial Risk, Real Estate, Mortgage Banking, Banking, Due Diligence, Loans, Leadership, Access, Consumer Lending, Risk Management, Management, Residential Mortgages, Commercial Lending

Education
University of North Carolina at Chapel Hill   1978 — 1982
B.A., Economics

Experience
M&J Partners, LLC   September 2009 - Present
Brookgreen Gardens  2007 - 2013
Wachovia, A Wells Fargo Company   April 1993 - March 2002

Skills
Credit, Mergers & Acquisitions, Banking, Portfolio Management, Fundraising, Due Diligence, Loans, Financial Analysis, Investments, Real Estate, Asset Management, Marketing

Education
University of South Carolina - Darla Moore School of Business   1990 — 1993
MBA, Finance

University of North Carolina at Chapel Hill   1982 — 1986
BA, Journalism

Experience
AmerisourceBergen  February 2011 - Present
ESP Systems  June 2009 - March 2011
Wachovia, A Wells Fargo Company   June 2003 - June 2009

Skills
XP, Troubleshooting, Operating Systems, Windows 7, Unix, Microsoft Office, Java, C++, Customer Service

Education
University of North Carolina at Charlotte   2005 — 2009
Computer Engineering

Experience
Duke Energy - Contractor at   July 2009 - January 2010
Wachovia, A Wells Fargo Company   September 1990 - May 2009
Little & Co.   1986 - 1990
AEA, INCORPORATED   1978 - 1986

Education
University of North Carolina at Charlotte
BA, Math / Computer Science

Experience
TIAA-CREF  April 2012 - Present
TIAA-CREF  January 2010 - April 2012
Wachovia, A Wells Fargo Company   February 2008 - December 2009
Wachovia Securities, LLC  June 2006 - January 2008

Skills
Bloomberg, Trepp, Intex, Advanced Excel & MS..., Barclays POINT, Fixed Income, CMBS, Structured Finance, Capital Markets, Financial Modeling, Portfolio Management, Equities

Education
University of North Carolina at Charlotte - Belk College of Business   2013 — 2015
Master of Science in Real Estate

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2002 — 2006
Bachelor of Science in Business Administration, Finance

Experience
Client Solutions Analyst, Commercial Mortgage Servicing   December 2009 - Present
Wachovia, A Wells Fargo Company   May 2008 - October 2010
CBS Radio  August 2008 - September 2008
NBC Universal - News Channel   May 2008 - August 2008

Education
University of North Carolina at Charlotte   2005 — 2009
BA, Communication Studies-Mass Media

Experience
US Navy Reserve  April 1991 - Present
Wells Fargo  September 2014 - Present
Bank of America  August 2010 - September 2014
Bank of America  November 2009 - August 2010
Bank of America  March 2009 - November 2009
Bank of America  June 2006 - March 2009
Wachovia, A Wells Fargo Company   1991 - 1996

Skills
Strategy, Command, AML, Banking, Operational Risk, Investments, Program Management, Military, Commercial Banking, Security Clearance, Navy, Operational Risk..., Intelligence Analysis, DoD, Risk Management, Risk Assessment, Operational Planning, Regulations, Military Experience, Government Contracting, Organizational..., National Security, Intelligence, Government, Policy, Anti Money Laundering

Education
University of North Carolina at Chapel Hill   1985 — 1989
BS, Business Administration

Experience
Wells Fargo  May 2015 - Present
Empowered Benefits, LLC  August 2014 - March 2015
TIAA-CREF  January 2014 - August 2014
Wells Fargo Home Mortgage  July 2013 - December 2013
Branch Banking and Trust  April 2011 - July 2013
Lowe's  October 2008 - April 2011
Wachovia, A Wells Fargo Company   February 2005 - October 2008
SAIC  July 2003 - March 2004
IBM Global Services  July 2000 - July 2003
PricewaterhouseCoopers  2000 - 2003

Skills
SAP Solution Manager, Lean Fundamentals, Lean Facilitation, Six Sigma, Testing, Regression Testing, Test Case Generation, Project Management, Project Management Plan, Project Management Tools, Project Management..., Software Project..., Defense Contracting, Management Consulting, Accounting Consulting, Banking, Banking Technologies, Hyperion Planning, Hyperion Interactive..., Microsoft Applications, iGrafx, BPMN, Warehouse Management, SAP, Transportation, Workflow, Document Imaging, Process Improvement, Change Management, Business Process Mapping, Supply Chain, Business Analysis, Process Simulation, Project Portfolio..., Business Process, Visio, Business Process Design, Business Process..., Business Requirements, Requirements Gathering, SDLC, Business Process..., SharePoint, Process Management, Requirements Analysis, MS Project, Operational Excellence, Performance Metrics, Performance Improvement, Risk Management

Education
School name:   1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1996 — 2000
BSBA, Business Administration

Experience
Wells Fargo  February 2010 - Present
Wells Fargo  February 2002 - February 2010
Wachovia, A Wells Fargo Company   2002 - 2007

Skills
Banking, Financial Services, Business Analysis, Process Improvement, Business Requirements, Visio, Leadership, Project Management, Strategic Planning, Requirements Analysis, Program Management, Retirement Planning, Wealth Management

Education
UNC Charlotte   1996 — 2000
Bachelor of Science (BS), Finance and Financial Management Services

University of North Carolina at Charlotte - Belk College of Business   1996 — 2000
BA, Financial Management

Experience
Wells Fargo  December 2014 - Present
Wells Fargo  December 2012 - Present
Wachovia, A Wells Fargo Company   August 2006 - December 2012

Skills
Microsoft Excel, SQL, VBA, Problem Solving, Efficiency, Thinking Outside The Box, Eating, Programming, Regular Expressions

Education
University of North Carolina at Charlotte   2000 — 2004
Computer Science

Experience
South State Bank  October 2009 - Present
Wachovia, A Wells Fargo Company   March 2007 - October 2009
RBC Bank  May 2003 - March 2007
Wachovia Securities  June 2000 - May 2003
First Union  February 1993 - June 2000
First Union National Bank  January 1990 - February 1993
Front Page Pubs Limited   June 1989 - November 1989

Skills
Banking, Commercial Banking, Commercial Lending, Credit Analysis, Financial Analysis

Education
Wake Forest University School of Business   1997 — 1999
MBA, Business Administration

University of North Carolina at Chapel Hill   1985 — 1989
BA, Political Science

Experience
Wells Fargo  Project Management ManagerWells FargoNovember 2012 - Present
Wells Fargo  November 2012 - 2012
Wells Fargo  January 2011 - December 2011
Wachovia, A Wells Fargo Company   January 2006 - November 2011
Wachovia, A Wells Fargo Company   January 1997 - January 2006

Skills
Change Management, Process Improvement, Leadership Development, Performance Management, Leadership, Call Center, Project Management, Recruiting, Team Building, Strategic Planning, Onboarding, Business Analysis, Mergers, Technology, Prioritize Workload, Executive Coaching, Risk Management, Mergers & Acquisitions, Call Centers, Management, Outsourcing, Training, Strategy

Education
University of North Carolina at Charlotte   1979 — 1983
BA, Business Adminstration

Providence Day School   1976 — 1979
high school diploma

Experience
TIAA-CREF  March 2015 - Present
TIAA-CREF  January 2013 - February 2015
TIAA-CREF  April 2012 - January 2013
TIAA-CREF  December 2009 - April 2012
Wachovia, A Wells Fargo Company   March 2009 - December 2009
RBC Capital Markets  May 2008 - December 2008
Boston Financial Investment Management  July 2006 - March 2008
Warren & Associates  June 2003 - July 2006

Skills
Structured Finance, CMBS, CDO, Commercial Real Estate, LIHTC, Investments, Asset Management, Fixed Income, Portfolio Management, Valuation, Real Estate Development, Bonds, Equities

Education
University of North Carolina at Charlotte   1998 — 2002
B.S., Geography

Experience
BCBSNC  December 2014 - Present
BB&T  October 2012 - December 2014
BB&T  September 2011 - October 2012
BB&T  February 2008 - September 2011
Wachovia, A Wells Fargo Company   June 2004 - February 2008

Skills
SAS/SQL, Cross Selling, Small Business, Customer Acquisition, Analysis, Customer Analytics, Analytics, Product Management, SAS, Competitive Intelligence, Banking

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2000 — 2004
Bachelor of Science, Business Administration

UNC-Chapel Hill
Bachelor's of Science in Business Administration

Experience
GrayCo, Inc.   January 2010 - Present
Wachovia, A Wells Fargo Company   1997 - 2009
Morgan Stanley  March 1996 - August 1997
J.P. Morgan   August 1992 - March 1996

Education
University of North Carolina at Chapel Hill
AB Economics

University of Virginia Darden School of Business
MBA

Woodberry Forest School

Experience
Icon Advisory Group   January 2012 - Present
Wachovia, A Wells Fargo Company   June 1987 - January 2007

Skills
Credit, Mortgage Lending, Quality Assurance, Mortgage Banking

Education
University of North Carolina at Chapel Hill
Bachelor of Science, Business Administration

Experience
Wells Fargo  October 2010 - Present
Wells Fargo  July 2009 - October 2010
Wachovia, A Wells Fargo Company   October 2005 - July 2009

Skills
SAS programming, Data Analysis, Data Mining, Management Consulting, Loss Mitigation, Business Process..., Commercial Real Estate, Small Business Lending, Home Equity Loans, Databases, Finance, Portfolio Management, Credit Risk, Credit, Financial Services, Financial Modeling, Loans, Banking, Analysis, Mortgage Lending, Analytics, SAS, Management, Risk Management, Financial Risk, Retail Banking, Operational Risk, Underwriting, Credit Analysis, Commercial Lending, Basel II, Risk Analytics, Process Improvement, Loan Origination, Operational Risk..., Credit Scoring, Home Equity, Project Portfolio..., Teradata, Fraud, AML, Consumer Lending, Risk Analysis, Credit Cards, Customer Analysis, Economics, Enterprise Risk..., Financial Analysis, Treasury Management

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1990 — 1994
B.S., Business Administration

Experience
Wells Fargo  February 2015 - Present
Bank of America  May 2011 - February 2015
Morgan Stanley  May 2010 - May 2011
Wachovia, A Wells Fargo Company   December 2007 - May 2010
Wachovia, A Wells Fargo Company   March 2005 - December 2007
The Fidelity Bank  July 2004 - March 2005

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2001 — 2004
BSBA, Business Administration

Kenan-Flagler Business School
Bachelor of Science; BSBA, Business Administration

UNIVERSITY OF NORTH CAROLINA

Experience
Wells Fargo  June 2012 - Present
Charlotte, NC  November 2011 - June 2012
Wachovia, A Wells Fargo Company   May 2009 - October 2011
Wachovia, A Wells Fargo Company   June 2007 - April 2009
Wachovia, A Wells Fargo Company   October 2005 - February 2007
Businesses in Charlotte, NC   July 1999 - February 2004
First Union National Bank  October 1995 - March 1996
Broadway & Seymour, Inc   1984 - 1995

Skills
Business Analysis, Process Improvement, Project Management, Project Financial..., Compliance/Audit, Technical Documentation..., Project Initiation and..., Business Case...

Education
University of North Carolina at Chapel Hill   1978 — 1981
Bachelor or Arts, Journalism and Mass Communications

Lenoir High School   1975 — 1978

Experience
Capital Bank  July 2009 - Present
Capital Bank  July 2009 - Present
Wachovia, A Wells Fargo Company   September 2007 - July 2009
Wachovia  September 2007 - July 2009

Skills
North Carolina Notary..., Mac/PC proficient

Education
University of North Carolina at Chapel Hill   2003 — 2007
Bachelor of Arts, History

University of North Carolina at Chapel Hill
Bachelor of Arts; S, History; U; History Since