Experience
Bank of America  March 2012 - June 2015
JP Morgan Chase  August 2010 - March 2012
Wachovia, A Wells Fargo Company   March 2006 - August 2010
Wachovia/Wells Fargo  2005 - 2009
Homeowers Direct Funding   January 2002 - May 2006

Skills
B2B, Banking, Branch Banking, Commercial Lending, Consumer Lending, Credit, Cross Selling, Customer Retention, Finance, Financial Services, Loans, Mortgage Lending, Negotiation, New Business Development, Payroll, Sales, Selling, Small Business, Small Business Lending

Education
Broward College   1998 — 2000

Experience
Regions Bank  September 2010 - Present
First Citizens Bank  January 2008 - July 2010
Georgian Bank  February 2007 - July 2010
Wachovia, A Wells Fargo Company   January 1995 - October 2007
HomeBanc  1979 - 1995
HomeBanc  1979 - 1995

Skills
Banking, Commercial Lending, Commercial Banking, Small Business Lending, Mortgage

Education
Brenau University   1975 — 1979
bs, Business Administration

Experience
LOL Party Shop   October 2013 - Present
Wells Fargo Bank  1994 - Present
Wachovia, A Wells Fargo Company   December 2009 - May 2013

Skills
Loans, Banking, Consumer Lending, Credit, Retail Banking, Retail, Relationship Management, Merchandising, Marketing, Cross Selling, Start-ups, Commercial Banking, Purchasing, Mortgage Lending, Credit Cards

Education
Bryant and Stratton College   1991 — 1993
Associate of Science (A.S.), Computer Science

DeSales University
Bachelor of Arts (B.A.), E-Commerce/Electronic Commerce

Experience
West Wind Realty LLC   April 2013 - Present
UPS Supply Chain Solutions  2013 - Present
William Raveis Real Estate  May 2011 - April 2013
State Street  December 1996 - April 2012
Wachovia, A Wells Fargo Company   1995 - 1996
Travelers  1984 - 1995

Skills
Maintaining Strong..., Defined Benefit, Defined Contribution, New Business Generation, Team Management, Trust Management, Cross Selling, Short Sales and..., Home Affordable..., At Home with Diversity:..., Real Estate Appraisal, 401k, Appraisals, Asset Management, CRM, ERISA, Employee Benefits, Equities, Finance, Financial Services, Fixed Income, Investments, Management, Mutual Funds, Pension Funds, Portfolio Management, Retirement, Risk Management, Sales

Education
Bentley College
BS, Finance, Accounting

CAR Real Estate Classes

Experience
BMO Harris Bank  March 2015 - Present
BMO Harris Bank  October 2013 - Present
Citizens Bank  June 2010 - September 2013
Wachovia, A Wells Fargo Company   July 2008 - August 2011
Iron Mountain  2005 - 2008
Bank of America  2003 - 2005
First North American National Bank  1999 - 2002

Skills
Retail Banking, Finance, Commercial Banking, Credit Cards, Leadership, Sales, Credit, Banking, Commercial Lending, Human Resources, Management, Customer Retention, Coaching, Operations Management, Mortgage Lending, Small Business Lending, Consumer Lending, Cross Selling, Loans

Education
Briarcliffe College   1997 — 2001
BA, Business Management

freeport high school

Experience
Brendle, CPA P.A.   January 2008 - Present
Perkins & Long, CPAs   2005 - 2007
Wachovia, A Wells Fargo Company   June 1998 - October 2000

Skills
Tax Preparation, Accounting, QuickBooks, CPA, Fixed Assets, Variance Analysis, Small Business, Budgets, Tax, Accountants, Account Reconciliation, Forecasting, Estate Planning, S Corporations, Public Speaking, Preparation, Finance, Internal Controls

Education
Boston University   2010 — 2012
Certificate, Financial Planning and Services

Roanoke College   1994 — 1998
BBA, Business Administration

Experience
FCE Entertainment   January 2005 - Present
Sweet Auburn Music Fest   2011 - 2012
Wachovia, A Wells Fargo Company   February 2008 - March 2010
Avis Budget Group  January 2007 - January 2008
E*TRADE Financial  January 2006 - January 2007

Skills
Events Organizing, Marketing Communications, Product Marketing, Customer Service, Marketing, Strategic Planning, Outlook, Social Media, Program Management, New Business Development, Account Management, Negotiation, Events Organisation, Leadership, Music, Business Strategy, Market Research, Project Management, Event Planning, Entrepreneurship, Operations Management, Nonprofits, Start-ups, Public Speaking, Budgets, Volunteer Management, Online Advertising, Social Networking, Business Planning, Corporate Communications, Public Relations, Social Media Marketing, Leadership Development, Festivals, Sales, Strategy, Analysis, Advertising, Management Consulting, Business Development, Online Marketing, Strategic Communications, Team Building, Fundraising, Media Relations, Email Marketing, Team Leadership, Event Management, Customer Satisfaction, Contract Negotiation

Education
Berea College   2001 — 2005
B.S., Business Management/ Finance

Berea College

Experience
Fifth Third Bank  December 2013 - Present
Fifth Third Bank  January 2013 - December 2013
Wells Fargo  2006 - 2011
Wachovia, A Wells Fargo Company   2004 - 2005
Wachovia, A Wells Fargo Company   1998 - 2003
First Union National Bank  1994 - 1998
First Union National Bank  1993 - 1994
First Union National Bank  1992 - 1993
Southeast Bank, N.A.   1985 - 1991
Southeast Bank, N.A.   1978 - 1985

Skills
Credit Analysis, Underwriting, Due Diligence, Cash Flow, Financial Modeling, Loans, Complex Credit..., Bond Credit Enhancement, Customer Development, Portfolio Management, Risk Management, Training and Coaching, Relationship Management, Sales Management, Leveraged Finance, Accounts Receivable..., Inventory Finance, Treasury Services, Money Market Investments, Documentary Letters of..., Standby Letters of..., Credit, Finance, Sales, Consultative Selling..., Government Accounting, Municipal Bonds, Public Finance, Healthcare, Healthcare Industry, Healthcare Finance, Non-profits, Not for Profit, Team Leadership, Team Management, Business, Business Analysis, Banking, Commercial Banking, Corporate Finance, Management, Customer Service, Risk Assessment, Financial Risk, Credit Risk, Liquidity Risk, Leadership, Commercial Lending, Asset Based Lending, CRM

Education
University of Florida   1973 — 1978
Master of Business Administration / Bachelor of Science in Business Administration, Finance

Broward Community College   1973 — 1973

University of Tampa   1972 — 1972

Charles F. Brush High School   1969 — 1972
Lyndhurst, Ohio

Experience
Wells Fargo  July 2015 - Present
Life Extension  May 2013 - July 2015
AT&T  July 2012 - May 2013
Casual Male Retail Group  January 2012 - July 2012
Comerica Bank  2010 - 2011
Wachovia, A Wells Fargo Company   May 2007 - November 2010
Genesco  May 2002 - May 2007

Skills
Customer Service, Team Building, Banking, Team Leadership, Scheduling, Supervisory Skills, Customer Satisfaction, Account Management, Business Analysis, Business Development, Call Center, Cash Management, Call Centers, Coaching, Forecasting, Leadership Development, Leadership, Retail, Sales

Education
Florida Atlantic University   2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Broward Community College   2011 — 2014
Associates, Business Administration

Experience
SunTrust Robinson Humphrey  January 2008 - Present
Wachovia, A Wells Fargo Company   January 2000 - March 2007
TD Securities  1991 - 2000
Toronto Dominion Securities  1991 - 2000
UBS Investment Bank  1989 - 1991
Kidder Peabody  June 1987 - January 1990

Skills
Investment Banking, Private Equity, Valuation, Corporate Finance, Capital Markets, Mergers & Acquisitions, Financial Modeling, Venture Capital, Corporate Development, Due Diligence, Investments, Equities, Portfolio Management, Leveraged Finance, Emerging Markets

Education
Boston College   1983 — 1987
BA, Economics

Experience
BBVA Compass  June 2015 - Present
BBVA Compass  June 2010 - June 2015
Wells Fargo Home Mortgage  November 2009 - March 2010
Robert Half International  March 2009 - November 2009
Tractor and Equipment Company   August 2007 - October 2008
Wachovia, A Wells Fargo Company   May 2000 - August 2007

Skills
Commercial Lending, Insurance, Commercial Banking, Retail Banking, Business Strategy, Mortgage Banking, Leadership, Leadership Development, Financial Analysis, Sales Operations, Credit, Software Documentation, Loan Servicing, USDA, Team Building, Strategic Planning, Time Management, Underwriting, Microsoft Excel, Accounting, Investments, Refinance, New Business Development, Portfolio Management, Finance, Coaching, Sales Management, Mortgage Lending, Budgets, Credit Risk, Management, Operations Management, Cash Management, Banking, Microsoft Word, Loans, Negotiation, Team Leadership, Employee Benefits, Accounts Receivable, Financial Reporting, Recruiting, Small Business Lending, Credit Analysis, Customer Service, Loan Origination, Contract Negotiation, Sales, Consumer Lending

Education
Birmingham-Southern College   1992 — 1996
Bachelor of Science, Marketing, Management, Finance, Accounting, Economics

Experience
Law Office of Allan C. Smith, P.C.   September 2011 - Present
Wachovia, A Wells Fargo Company   February 2008 - February 2011
AT&T  April 1999 - May 2004
Rite Aid  January 1996 - March 1998

Skills
Legal Research, Outlook, Customer Service, Microsoft Office, Microsoft Excel, Document Management, PowerPoint, Litigation Support, Software Documentation, Negotiation, Management, Due Diligence, Microsoft Word, Research, Strategic Planning, Access, Wordperfect, Public Speaking, Administrative..., Call Center, Legal Assistance, Analysis, Sales, Data Entry, Team Building, Leadership, Policy, Training, Office Management, Call Centers, Litigation, Document Review

Education
Bucknell University   1985 — 1989
business

Western Michigan University - Haworth College of Business
BS, Business Management

Experience
Planet 21 Salon   June 2006 - Present
Wachovia, A Wells Fargo Company   2005 - 2006

Skills
Customer Service, Advertising, Direct Sales, Event Planning, Leadership, Marketing, Microsoft Excel, Microsoft Office, Photoshop, Public Speaking, Sales, Social Media, Social Networking, Team Building

Education
Levittown Beauty Academy   2003 — 2004
Cosmetology License, Cosmetology

Bucks County Community College   2002 — 2003
Liberal Arts

Experience
Wells Fargo  February 2013 - Present
Bank of America Merrill Lynch  August 2011 - February 2013
Wells Fargo Bank  March 2010 - September 2011
Wachovia, A Wells Fargo Company   October 2007 - February 2010
Wachovia Bank  2005 - 2006

Skills
Financial Services, Sales, Banking, Treasury Services, Sales Operations, Commercial Banking, Payments, Portfolio Management, Treasury Management, Cash Management, Management, Credit, Relationship Management, Solution Selling, Loans, Vendor Management, Marketing

Education
Saint Bonaventure University   2000 — 2004
Bachelors, Marketing

Bond University   2002 — 2002
Marketing

Experience
www.ihangtvs.com   December 2012 - Present
D&L Transport   July 2011 - December 2012
Wachovia, A Wells Fargo Company   November 2007 - July 2009

Skills
Banking, Credit, Loans, Mortgage Lending, Retail Banking, Consumer Lending, Commercial Banking, Credit Analysis, Customer Service, Small Business Lending, Portfolio Management, Risk Management, Cross Selling, Commercial Lending, Mortgage Banking, Business Development, PowerPoint, Microsoft Excel, Leadership, Accounting, Payroll, Management, Community Outreach, Event Planning, Microsoft Word, Public Speaking, Social Media, Research, Microsoft Office, Nonprofits, Access, Team Building

Education
Berea College   1991 — 2001
Bachelor of Arts (B.A.), Black Studies Bachelor of Arts

Alabama School of Fine Arts

Experience
PNC Bank  March 1999 - Present
Wachovia, A Wells Fargo Company   March 1987 - March 1999

Skills
Banking, Loans, Credit, Commercial Lending, Commercial Banking, Small Business Lending, Consumer Lending, Credit Analysis, Treasury Management, Lines Of Credit, Finance, Cross Selling, Loan Origination, Portfolio Management

Education
Binghamton University - School of Management   1979 — 1981
MBA, Marketing

Lycoming College   1970 — 1974
BS, Business Adm

Experience
Charter School Capital, Inc.   November 2011 - Present
Wachovia, A Wells Fargo Company   April 2007 - October 2011
Bank of America  October 2003 - March 2007
Wells Fargo  August 1992 - October 2003

Skills
Banking, Cross-functional Team..., charter school..., facilities financing, charter school business..., business development, Marketing Strategy, Business Development, Product Management, CRM, Risk Management, Leadership, Strategic Financial..., Strategy, Mergers & Acquisitions, Management, Product Development, Strategic Planning, Change Management, Forecasting, Financial Modeling, Analytics, E-commerce, Marketing, Financial Services

Education
Bethel University
BA, Accounting

Experience
Wachovia, A Wells Fargo Company   June 2010 - June 2014
Wachovia Bank  June 2007 - January 2010
Wachovia Bank  1999 - April 2007
Central Fidelity Bank  1996 - 1999
GVA Advantis  1993 - 1996

Skills
New Business Development, Real Estate, Finance, Sellers, Investments, Loans, Commercial Lending, Cold Calling, Wealth Management, Banking, Series 7, Mortgage Lending, Credit

Education
Virginia Commonwealth University - School of Business   1989 — 1993
BS, Business, Real Estate and Urban Development

Bridgewater College   1988 — 1989

Saint Gertrude High School   1984 — 1988

Experience
SchoolsFirst Federal Credit Union  December 2012 - Present
Schools First Federal Credit Union  June 2012 - November 2012
Mayans Development   January 2011 - February 2012
Wachovia, A Wells Fargo Company   February 2007 - September 2008
World Savings  January 2005 - February 2007
World Savings  August 1999 - January 2005
World Savings  February 1997 - August 1999
World Savings  January 1994 - January 1997
Hyatt Hotels Corporation  August 1987 - December 1993

Skills
Leadership Development, Training, Employee Engagement, Employee Relations, Performance Management, Coaching, Team Building, Organizational..., Recruiting, Human Resources, Strategic Planning, Talent Management, Executive Management, Process Improvement, Change Management, Business Development, Customer Retention, Customer Engagement, Business Strategy, Operational Excellence, Employee retention, Employee On-boarding, Presentation/Facilitatio..., Appreciatve Leadership, Leadership, Strategy, Onboarding, Sales, Succession Planning, Management, Workshop Facilitation, Program Management, Staff Development, Talent Acquisition, Mergers & Acquisitions, Organizational..., Personnel Management, Time Management

Education
Bowling Green State University   1984 — 1987
BA, Psychology

Experience
Wachovia, A Wells Fargo Company   April 2010 - Present
Blue Cross Blue Shield  September 2009 - October 2010
Synergistix  January 2008 - March 2008
HIP Health Insurance Plan   July 2001 - September 2006
Parkstone   2000 - 2002
CASI-RUSCO  June 1998 - January 1999
U.S. Air Force   July 1975 - November 1976

Education
Broward College
AS, Business Administration

Broward College
AA, Computer Science

Florida Atlantic University
BA, General Studies

Experience
PHH Corporation  October 2012 - Present
Wachovia, A Wells Fargo Company   2001 - 2011
US Navy  September 1997 - September 2001

Skills
Microsoft Office, Pegasus, Mainframe, Banking, Lotus Notes

Education
Brenau University   2008 — 2011
Masters Business Admin, Business Admin

Experience
St. Mary Medical Center  August 2014 - Present
St. Mary Medical Center  October 2010 - Present
Wachovia, A Wells Fargo Company   December 2009 - October 2010
Acme Markets  October 2005 - December 2009

Skills
Customer Service, Microsoft Excel, Microsoft Word, Outlook, Teamwork, Accounting, Telephone Skills, Banking, Data Entry, Accounts Receivable, Cashiering, Time Management, PowerPoint, Spreadsheets

Education
Bucks County Community College   2006 — 2009
Associates, Business Administration

Experience
U.S. Bank   March 2015 - Present
Citi  June 2014 - March 2015
Citi  August 2012 - June 2014
Wells Fargo Bank  January 2010 - August 2012
Wachovia, A Wells Fargo Company   October 2007 - January 2010
Wells Fargo  September 2004 - October 2007

Skills
Risk Management, AML, Fraud, Banking, Credit, Credit Risk, Six Sigma, Financial Services, Retail Banking, Bank Secrecy Act, KYC, Enterprise Risk..., Risk Assessment, USA PATRIOT Act, Operational Risk..., Operational Risk, Credit Cards, Financial Risk, Credit Analysis, Fraud Detection, OFAC, Due Diligence, Anti Money Laundering, Portfolio Management, Quality Assurance, Risk Analysis, Finance, Internal Audit, Relationship Management, Consumer Lending, Commercial Banking, Underwriting, Investment Banking, Mortgage Lending, Loans, Management, Visio, Loss Mitigation, Debit Cards, Analysis, Business Continuity, Business Continuity..., Business Analysis, Business Process..., Process Improvement, Investigation, Team Building, Quality Auditing, Private Investigations, Project Planning

Education
Broward Community College   1994 — 1996
Physical Therapy/Therapist

Experience
Glenmede  November 2010 - Present
Wells Fargo  April 2007 - January 2009
Wachovia, A Wells Fargo Company   April 2007 - January 2009

Skills
Wealth, Wealth Management, Asset Allocation, Investments, Asset Management, Alternative Investments, Investment Advisory, Portfolio Management, Investment Management, Strategic Financial..., Equities

Education
Weatherhead School of Management at Case Western Reserve University   1980 — 1984
MBA

Bowling Green State University   1975 — 1979
BSBA, Accounting

Experience
OG Trading LLC   February 2014 - Present
Mckenzie Hicks   March 2010 - October 2013
Wachovia, A Wells Fargo Company   1999 - 2009

Skills
Strong Business Acumen, Strong written and..., PowerPoint, Microsoft Office, Microsoft Excel, Marketing Strategy, Relationship Management, Banking, Business Strategy, Credit, Email Marketing, Sales, Strategic Planning, Strategy, Negotiation, Sales Management

Education
Borough of Manhattan Community College   1998 — 2001
Associates in Applied Science, Business Administration and Management, General

Fairleigh Dickinson University-Metropolitan Campus
Communication, General, 3.8 GPA

Experience
Wells Fargo Securities  August 2012 - August 2015
Bank of Tokyo-Mitsubishi UFJ  November 2010 - June 2011
Wachovia, A Wells Fargo Company   July 2007 - September 2009

Skills
Commodity Markets, Bloomberg, Hedge Funds, Trading, Software Documentation, Payments, Equities, Capital Markets, Credit, FX Options, Customer Service, Financial Analysis, Banking, Fixed Income, Risk Management, Investments, Management, Microsoft Office, Investment Banking

Education
Berkeley College   1998 — 2000
BBA, Business Administration

Berkeley College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Experience
Deloitte & Touche LLP  August 2013 - Present
Deloitte & Touche  September 2001 - Present
Deloitte & Touche  September 2006 - September 2009
Deloitte & Touche  September 2001 - September 2006
Kroll, Lindquist, Avey   May 2000 - August 2000
Wachovia, A Wells Fargo Company   May 1999 - August 1999

Skills
Risk Management, Team Leadership, Project Portfolio..., Business Strategy, Business Management, Business Analysis, Project Implementation, Project Execution, Banking Operations, Mortgage Banking, Credit Analysis, Financial Services, Project Management, Management, Finance, Enterprise Risk..., CRM, Governance

Education
Villanova University   2008 — 2010
Masters in Business Administration, Business/Finance

Bucknell University   1997 — 2001
Bachelor of Science in Business Administration, Business Management and Economics

Experience
Davidson College  January 2009 - Present
Wachovia, A Wells Fargo Company   December 1998 - August 2007
GE Capital  February 1988 - May 1998

Skills
Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Data Analysis, Research, Outlook, Microsoft Word, Customer Service, Critical Thinking, Nonprofits, Access, Data Entry, Leadership, Social Media, Lotus Notes

Education
Florida Atlantic University   1993 — 1998
MBA, Business Administration

Bentley University
BS, Business Communications

Experience
Marcus Daly Memorial Hospital  November 2013 - Present
Willow Creek Physical Therapy   July 2012 - November 2013
Wachovia, A Wells Fargo Company   February 2008 - June 2012
Wells Fargo Bank  June 2002 - February 2008

Skills
Mortgage Lending, Loans, Credit, Underwriting, Foreclosures, REO, Training, Management, Software Documentation, Auditing, Property, Customer Satisfaction, Time Management, Quality Assurance, Appraisals, Banking, Customer Service, FHA, Real Estate

Education
Berkeley College   1996 — 2000

Experience
Edward Jones  April 2006 - Present
Wachovia, A Wells Fargo Company   December 2001 - April 2006

Skills
Finance, Leadership, Public Speaking, Wealth Management, Securities, Customer Service, Strategic Planning, Management, Marketing

Education
Bob Jones University   1996 — 2000
BA, History/Phychology

Experience
Service Experts Heating & Air Conditioning  March 2014 - Present
State of Florida  April 2011 - January 2014
Wachovia, A Wells Fargo Company   2006 - 2010

Skills
Customer Service, Mortgage Lending, Underwriting, Risk Management, Insurance, Credit, Public Speaking, Property & Casualty..., Analysis, Training

Education
Broward College   1977 — 1979
Associate's degree, Business Administration and Management, General

Piper High School   1973 — 1977
High School

Experience
Lundell & Lofgren P.C.   August 2013 - Present
Wachovia, A Wells Fargo Company   October 2011 - October 2013
Zumba Fitness LLC  August 2011 - October 2013
Amigo Tickets   February 2007 - September 2011

Skills
Banking, Retail Banking, Accounting, Credit, Credit Analysis, Cross Selling, Customer Service, Payments, Teamwork, Customer Satisfaction, Loans

Education
University Inca Garcilazo de la Vega Lima Peru   1995 — 1998

Brigham Young University - Idaho
Associate's Degree

Experience
KeyBank  January 2012 - Present
KeyBank  June 2011 - December 2011
KeyBank  January 2009 - June 2011
Wachovia, A Wells Fargo Company   May 2004 - November 2008

Skills
Cross Selling, Loans, Loan Origination, Small Business Lending, Investments, Credit, Mortgage Lending, Sales, Customer Service, Banking, Commercial Lending, Insurance, Consumer Lending, Commercial Banking, Credit Analysis, Credit Risk, Management, Selling, CRM, Branch Banking, Financial Analysis, FHA, Small Business, Retirement Planning, Finance

Education
Utah State University   2000 — 2004
Bachelor's degree, Finance, General

Ricks College   1998 — 2000
Associate's degree, Mechanical Engineering

Experience
Mariner Investment Group LLC  September 2007 - Present
UBS Investment Bank  2006 - 2007
IBM Global Services  2004 - 2006
Wachovia, A Wells Fargo Company   2000 - 2003
WeiserMazars LLP  August 1998 - September 2000

Skills
Accounting, Auditing, Financial Reporting, US GAAP, Financial Modeling, Revenue Recognition, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Hedge Funds, Corporate Finance, Sales Compensation..., General Ledger, General Ledger..., System Migration, Collateral Management, Technical Accounting..., Experienced Business..., Excel Pivot, Access Database, Chart of Accounts, Internal Audit, FRx, Epicor, Hyperion Enterprise, Project Management, Management Accounting, Financial Forecasting, Forensic Accounting, Revenue Analysis, Revenue Streams, Fund Accounting, Fund Of Funds, Private Equity, Expense Allocation, Process Engineering, Public Accounting, Process Automation, VBA, Excel Macro Development, PeopleSoft, Data Migration

Education
Binghamton University - School of Management   1994 — 1998
Bachelor of Science (BS), Accounting

State University of New York at Binghamton   1994 — 1998
Bachelor of Science (BS), Accounting

Experience
Wells Fargo  December 2014 - Present
Wells Fargo  March 2010 - Present
Wachovia, A Wells Fargo Company   October 2009 - March 2010
Wachovia Bank  February 2007 - January 2010
Wachovia Bank  January 2007 - January 2008
Wachovia Bank  December 2005 - February 2007
Omega Sports  2003 - 2005
Sherwin-Williams Paints  1994 - 2004
Winston Salem Police Department  1998 - 2003

Skills
Lines Of Credit, Consumer Lending, Finance, Loan Origination, Credit, Loans, Small Business Lending, Commercial Lending, Banking, Commercial Banking, Mortgage Lending, Portfolio Management, Management, Underwriting, Financial Analysis, Risk Management, Cross Selling, Retail Banking, Credit Analysis, Relationship Management, Credit Risk, Financial Services, Leadership, Investments, Sales, Financial Risk, Business Development, Analysis, Strategy, Customer Service, Team Building, Mortgage Banking, Cash Management, Microsoft Office, Real Estate, Deposits, Coaching, Process Improvement, Corporate Finance, Private Banking, Anti Money Laundering, CRM

Education
Liberty University   2007 — 2011
MBA

Bowling Green State University   1993 — 1997
Bachelor’s Degree

Marietta College   1992 — 1993

Oak Harbor High School, Oak Harbor, Ohio   1988 — 1992

Experience
Time Warner Cable  January 2008 - Present
HSBC Consumer and Mortgage Lending  May 2006 - November 2007
HSBC Mortgage Services  May 2006 - December 2006
Wachovia, A Wells Fargo Company   June 2000 - April 2006
First Union National Bank  October 1994 - May 2000

Skills
Analytics, Product Management, Database Marketing, Multi-channel Marketing, Data Integration, Business Intelligence, Data Warehouse..., Vendor Management, Business Analysis, IT Strategy, Data Quality, Data Governance, SAS, Pegasystems PRPC, IBM Campaign, Eloqua, Salesforce.com, Email Marketing, CRM Integration, Marketing Automation, Campaign Management, Online Marketing, Lead Generation, People Development, Team Management, Capital Budgeting, Budgets, Customer Segmentation..., Predictive Analytics, Teradata Aprimo, Microstrategy, Cognos, Tableau, Product Marketing, Enterprise Software, CRM, Marketing Strategy, E-commerce, Segmentation, Leadership, Strategy

Education
Colorado State University   1990 — 1992
MBA, Management

Bloomsburg University of Pennsylvania   1986 — 1990
BS, Marketing

Experience
M&T Bank  August 2014 - Present
M&T Bank  March 2013 - August 2014
First Niagara Bank  April 2012 - March 2013
M&T Bank  September 2008 - April 2012
Wachovia  August 2007 - August 2008
Wachovia  April 2002 - July 2007
Wells Fargo Home Mortgage  June 2001 - April 2002
Wachovia, A Wells Fargo Company   August 1998 - June 2001
Bank of America  March 1997 - July 1998

Skills
Mortgage Lending, Banking, Risk Management, Legal Research, Real Estate, Credit, Bankruptcy, Privacy Law, Consumer Lending, Corporate Governance

Education
State University of New York at Buffalo - Law School   2005 — 2007
J.D.

Temple University - James E. Beasley School of Law   2004 — 2005

University at Buffalo   1996 — 1998
B.A., English

Binghamton University   1994 — 1996
Political Science

Lewiston-Porter Senior High School   1990 — 1994

Experience
Wells Fargo Securities  2011 - Present
Wachovia Bank  2000 - 2011
Wachovia, A Wells Fargo Company   2009 - 2010
Lockheed Martin  October 1999 - May 2000
Rapid Response  June 1995 - August 1999

Education
Binghamton University   1998 — 2000
MBA, Finance

Hobart and William Smith Colleges   1995 — 1998
BA, Economics

Liverpool High School   1991 — 1995
1995

Experience
Wells Fargo  September 2013 - Present
Wells Fargo  June 2012 - September 2013
Wells Fargo  October 2011 - June 2012
Wells Fargo  September 2009 - October 2011
Wachovia, a Wells Fargo Company   January 2009 - September 2009
Wachovia Corporation  October 2006 - January 2009
Wachovia Bank  December 2001 - September 2006
First Union National Bank  September 1999 - December 2001
First Union National Bank  February 1998 - September 1999
United Parcel Service  January 1993 - February 1998

Skills
Visio, Active Directory, SharePoint, Disaster Recovery, Vendor Management, Business Analysis, SDLC, Process Improvement, Windows Server, Training, System Administration, Virtualization, Servers, Troubleshooting, Integration, VMware, IIS, Operating Systems, Microsoft SQL Server, Data Center, Citrix, System Deployment, Technical Support, Networking, SAN, Software Documentation, Windows, Infrastructure, Information Technology, Testing, Storage Area Networks, Enterprise Software, IT Management, High Availability, Service Delivery, Enterprise Architecture, ITIL

Education
University of North Carolina at Charlotte - Belk College of Business   1988 — 1994
Bachelor of Science in Business Administration, In addition to business courses, completed 2 and a half years of Engineering curriculum

Berklee College of Music   2011 — 2013
Professional Certificate in ProTools - April 2013, ProTools, 4.0 GPA

Experience
Fisher Clinical Services  April 2015 - Present
Bank of America Merrill Lynch  May 2013 - April 2015
Connolly Healthcare  February 2012 - May 2013
Bank of America Merrill Lynch  September 2009 - August 2011
Travelers Insurance  December 2008 - June 2009
theBROKERSgroup   June 2008 - December 2008
Travelers Insurance  March 2008 - June 2008
Wachovia, A Wells Fargo Company   October 2007 - February 2008
Kraft Foods  January 2007 - October 2007
JPMorgan Chase  November 1996 - December 2006

Skills
Microsoft SQL Server, Database Design, SSRS, Troubleshooting, Databases, SSIS, Data Warehousing, Software Documentation, Disaster Recovery, Requirements Analysis, T-SQL, Business Intelligence, SQL, Web Applications, Business Analysis, SDLC, ETL, Data Modeling, SQL Tuning, Performance Tuning, Team Leadership, Information Technology, Business Process, Testing, Stored Procedures, Data Migration, Analysis, Leadership, Data Mining

Education
Borough of Manhattan Community College   1993 — 1996

Experience
H & R Block, Maplewood, NJ   December 2012 - Present
Citibank  January 2007 - April 2011
LeTip International  2002 - 2007
Wachovia, A Wells Fargo Company   January 1969 - November 2006

Skills
Small Business Lending, Banking, Small Business, Coaching, Branch Banking, Team Building, Commercial Banking, Relationship Management, Loan Origination, Insurance, Financial Analysis, Customer Service, Leadership, Business Planning, Loans, Mortgage Lending, Finance, Strategic Financial..., Portfolio Management, Commercial Mortgages, Commercial Lending, Business Strategy, Credit, Strategic Planning, Investments, New Business Development, Sales, Retail Banking, Cross Selling, Sales Management, Real Estate, Management, Deposits, Consumer Lending, Networking

Education
Bloomfield College   1971 — 1973
business management

Experience
Farm Credit Express at MidAtlantic Farm Credit, ACA   October 2014 - Present
MidAtlantic Farm Credit  October 2003 - October 2014
Wachovia, A Wells Fargo Company   May 2000 - October 2003
Meridian Bank/CoreStates Bank/First Union National Bank   January 1994 - May 2000

Skills
Credit Analysis, Portfolio Management, Loans, Financial Risk, Analysis, Underwriting, Commercial Lending, Credit, Banking, Credit Risk, Small Business Lending

Education
ABA Stonier Graduate School of Banking   2012 — 2014
Currently enrolled

Bloomsburg University of Pennsylvania   1988 — 1992
Bachelor's degree, Accounting

Experience
Liberty Mutual Insurance  April 2013 - Present
Kachina Lead Paint Solutions   May 2010 - September 2012
Charming Shoppes  September 2008 - July 2009
Wachovia, A Wells Fargo Company   May 2007 - September 2008
Mortgage Lenders Network  April 2006 - January 2007
GOGO Worldwide Vacations  September 2002 - March 2006
Gemini Bakery Equipment Company   August 1999 - September 2002

Skills
Administrative..., Data Entry, Office Management, Fax, Filing, Telephone Skills, Appointment Scheduling, Spreadsheets, Office Equipment, Outlook, File Management, Calendaring, 10 Key, Payroll, Event Planning, Administration, Time Management, Customer Service, Accounts Payable

Education
Bucks County Community College   2012 — 2016
Business Administration

The Cittone Institute   1998 — 1999
Certificate, PC & Business Administration

Experience
First Bank of Dalton   January 2011 - Present
Covenant Bank & Trust   March 2006 - January 2011
Wachovia, A Wells Fargo Company   September 2001 - March 2006
Premier National Bank  March 2000 - August 2001
Cohutta Banking Company (An affiliate of Synovus Financial)   March 1996 - March 2000
Prudent Risk Management (Now part of BB&T Insurance)   August 1992 - March 1996
Bank of America, NationsBank, Citizens & Southern National Bank   March 1986 - August 1992

Skills
Banking, Loans, Insurance, Financial Analysis, Team Building, New Business Development, Budgets, Strategic Planning, Due Diligence, Policy, Negotiation, Coaching, Management, Customer Service, Contract Negotiation, Commercial Banking, Commercial Lending, Credit Analysis, Finance, Small Business Lending, Credit, Asset Based Lending, Lines Of Credit, SBA, Construction Loans, Credit Risk, Risk Management, Accounting, Analysis, Business Analysis, Business Development, Business Planning, Business Strategy, Commercial Mortgages, Consumer Lending, Executive Management, Portfolio Management, Process Improvement, Real Estate, Sales, Sales Management, Treasury Management, Underwriting, Cash Management, Mortgage Lending, Retail Banking, Cash Flow Lending, Leadership, Forecasting, Loan Origination

Education
Dalton State College   2010 — 2012
B.A., Accounting

Brenau University   1985 — 1988
B.S., Business Administration

Experience
Electrolux Major Appliances  February 2013 - Present
Ingersoll Rand  July 2010 - February 2013
Wachovia, A Wells Fargo Company   August 2003 - July 2010
Wachovia, A Wells Fargo Company   July 1998 - August 2003
Wachovia, A Wells Fargo Company   March 1994 - July 1998
Wachovia, A Wells Fargo Company   December 1988 - March 1994

Skills
Performance Management, Employee Relations, Organizational..., Talent Management, Leadership, Leadership Development, Strategy, Human Resources, Change Management, Executive Coaching, Organizational..., Recruiting, Employee Engagement, Management, Succession Planning

Education
Bloomsburg University of Pennsylvania   1984 — 1988
Bachelor of Science, Business Administration

Experience
Wells Fargo  1996 - Present
Wachovia, A Wells Fargo Company   1997 - 2010
Boeing  October 1985 - December 1994

Skills
Banking, SDLC, Business Analysis, Vendor Management, Enterprise Architecture, Visio, Risk Management, Requirements Gathering, IT Strategy, Disaster Recovery, Agile Methodologies, Business Requirements, Digital Image Processing, Information Technology, Leadership

Education
Bowie State University   1972 — 1976
BS, Biology

Experience
AmeriHealth Caritas  October 2013 - Present
.   June 2011 - Present
Lincoln Technical Institute  July 2009 - October 2013
CVS Caremark Corporation  May 2002 - July 2009
Wachovia, A Wells Fargo Company   August 2005 - March 2006

Skills
Teaching, Staff Development, Customer Service, Cpr Certified, Public Speaking, Microsoft Office, Adult Education, Admissions, Enrollment Management, Curriculum Design, Healthcare, Student Affairs, Curriculum Development, CampusVue, Research, Higher Education, Educational Technology, Educational Leadership, Training, Classroom, Retaining Customers, Team Building, Instructional Design, Distance Learning, Time Management, Resume Writing

Education
Penn State University   2007 — 2009
Bachelors, Organizational Psychology

Bucks County Community College   2005 — 2007
Associates, Education

Experience
Wells Fargo  September 2012 - November 2013
Strategic Staffing Solutions  September 2012 - November 2013
Strategic Staffing Solutions, LLC  August 2010 - February 2012
Wachovia, A Wells Fargo Company   2006 - 2010
Wachovia, A Wells Fargo Company   2006 - 2010
Solectron Technology  1998 - 1999
IBM  1979 - 1998

Skills
Business Requirements, Requirements Gathering, Agile Methodologies, Visio, SQL, Mortgage Lending, Process Improvement, Software Documentation, Business Analysis, SharePoint

Education
State University of New York at Binghamton   1974 — 1976
Bachelor of Technology (B.Tech.), Electrical Engineering Technology

Broome Community College   1972 — 1976
AASET, Electrical Technology

Experience
The Standard  November 2012 - Present
Lincoln Financial Group  October 2012 - Present
Total Benefits Corp.   2010 - Present
Wachovia, A Wells Fargo Company   2006 - 2009
First Banks   2002 - 2006
Magna Bank/ Union Planters Bank   1995 - 2002

Skills
Leadership, Employee Benefits, Insurance, Risk Management, Customer Service, Team Building, Strategic Planning, Sales, Public Speaking, Process Improvement, Training, Coaching

Education
Norwich University   2009 — 2011
Master of Arts Military History, American Military Studies

Boston College   1968 — 1972
BA, History

Experience
Axis Communications  September 2014 - Present
Honeywell Security Group  January 2014 - September 2014
Honeywell  April 2012 - January 2014
Warren Associates  March 2008 - March 2012
Wachovia, A Wells Fargo Company   May 2004 - February 2008

Skills
Account Management, Solution Selling, Sales Management, Access Control, Partnerships, New Business Development, Strategy, Market Analysis, Selling, Strategic Partnerships, Business Development, Cross-functional Team..., Product Marketing, Channel Partners, Team Building, Sales Operations, Contract Negotiation, Direct Sales, Telecommunications, Team Leadership, Sales Process, Competitive Analysis, Channel, Marketing, Sales Presentations, Go-to-market Strategy, Cloud Computing, Start-ups, Product Management, B2B, Key Account Management, Product Development, Business Planning

Education
Brigham Young University   1994 — 2003

Foothill High School

Experience
SunGard  April 2011 - Present
The Newport Group  September 2002 - April 2011
Transamerica  July 1999 - September 2002
Wachovia, A Wells Fargo Company   October 1995 - July 1999

Education
Queens University of Charlotte   1996 — 1998
MBA, Business Administration

Boston University
BA, English Literature

Series 7 and Series 63 licensure

United States Army
Military Intelligence, Germany

Experience
Bank Of America, Charlotte NC  June 2010 - Present
Calsoft Corp   April 2007 - June 2010
Wachovia, A Wells Fargo Company   April 2004 - June 2009
G4 Technologies   2002 - 2006
G4Software Technologies, Mumbai   2002 - 2003

Skills
Enterprise Architecture, SOA, SDLC, Requirements Analysis, Web Services, Mule ESB, Appian BPM, Java Enterprise Edition, DataPower

Education
Bharathiar University   1993 — 1996
bsc, computer science

Experience
Wachovia Wealth Management and Wells Private Bank   January 2010 - Present
Wachovia, A Wells Fargo Company   January 2008 - Present
Wachovia, A Wells Fargo Company   1990 - 2007
Wachovia, A Wells Fargo Company   1984 - 1989
Wachovia, A Wells Fargo Company   1980 - 1984
Wachovia, A Wells Fargo Company   1977 - 1980
Wachovia, A Wells Fargo Company   1974 - 1977

Education
University of Pennsylvania - The Wharton School   1983 — 1984
Business

Bucknell University
Trust Administration, Central Atlantic School of Trust

Experience
Harris Teeter  2012 - Present
UniversalBusinessListing.org and Name Dynamics, Inc   March 2010 - March 2012
Wachovia, A Wells Fargo Company   June 2005 - December 2009

Education
California Coast University   1998 — 2005
BS Business Management, Business Focused

Experience
PNC  July 2015 - Present
PNC  August 2012 - July 2015
Capital One  July 2011 - August 2012
Wachovia, A Wells Fargo Company   February 2010 - July 2011
Wachovia, A Wells Fargo Company   May 2005 - February 2010

Education
Boston College   1995 — 1999

Experience
Pegasystems  March 2010 - Present
Wachovia, A Wells Fargo Company   July 2007 - February 2010
TEKsystems  June 2006 - July 2007
Global Resource Management Inc   November 1999 - June 2006
IMR Global & PWC project at Blockbuster Video Inc   1998 - 1999
Blockbuster  1998 - 1999

Skills
SOA, Solution Architecture, Websphere, Agile Methodologies, Enterprise Architecture, Enterprise Software, Pega PRPC, Web Services, Java Enterprise Edition, SDLC

Education
Shivaji University   1991 — 1993
M.B.A, Information Systems & Quantitative Techniques and Stastical Analysis for Decision Making

Bharathiar University   1989 — 1991
Bachelor's, Computer Science

Experience
Wachovia, A Wells Fargo Company   October 2009 - Present
Essex County Division of Welfare  June 2008 - August 2008

Education
Bloomfield College   2006 — 2010
BS, Finance

Experience
Cisco  October 2014 - Present
City of Raleigh  April 2013 - August 2014
GlaxoSmithKline  January 2011 - August 2012
CancerGuide Diagnostics, Inc.   April 2010 - November 2010
SunTrust Bank  June 2006 - July 2009
Wachovia, A Wells Fargo Company   October 2005 - June 2006
Del Laboratories  March 2000 - July 2005
The New York Hotel Trades Council   January 1999 - February 2000
The Durst Organization/Royal Realty Corporation   February 1997 - December 1998
UPS Corporate Headquarters   November 1993 - April 1996

Skills
Outlook, Customer Service, Office Management, Human Resources, Travel Arrangements, Spreadsheets, Budgets, Payroll, Accounts Payable, Invoicing, Management, QuickBooks, Accounts Receivable, Teamwork, PowerPoint, Microsoft Office, Process Improvement, Microsoft Excel, Employee Benefits, Risk Management, Training, Inventory Management, Administration, Administrative..., Team Building, Microsoft Word

Education
Briarcliffe College   2003 — 2005
BBA - Bachelor Business Administration, Management

Briarcliffe College   2002 — 2004
AAS, Business Administration - Management

Betty Owens School of Paralegal StudiesNew   1992 — 1992
Real Estate Law, Criminal Law

Tuskegee UniversityTuskegee Inst   1986 — 1988
Business Administration

Experience
Wells Fargo  January 2013 - Present
Wachovia, A Wells Fargo Company   March 2011 - Present
Wachovia, A Wells Fargo Company   August 1994 - August 2010

Education
Black Hills State University   1992 — 1994
BSS, Business Administration

University of South Carolina-Sumter   1987 — 1989
Associate, Business Administration

Experience
Stock Yards   June 2015 - Present
Harry & David  November 2012 - Present
Best Buy  September 2008 - November 2012
Wachovia Securities Financial Network  September 2008 - June 2009
Wachovia, A Wells Fargo Company   October 2005 - September 2007

Skills
Customer Service, Series 63, Sales, Time Management, Merchandising, Microsoft Office, Retail Sales, Retail, Inventory Management, Leadership, Management, Store Management, Marketing

Education
South University   2008 — 2010
Bachelors, Business Administration

Bucks County Community College

Experience
Tek Systems  May 2010 - Present
Premier Alliance Group  May 2009 - April 2010
Tek Systems  2010 - 2010
Wachovia, A Wells Fargo Company   2007 - 2008

Education
Bowling Green State University   1985 — 1988
BFA, Specialized Jewelry & Metalsmithing

Experience
Iron Hound Managment Company LLC   2009 - Present
Wachovia, A Wells Fargo Company   2001 - 2009

Education
Bucknell University   1997 — 2001
BSBA, Business / Finance

Experience
Regions Financial Corporation  October 2013 - Present
Capital One  November 2012 - October 2013
Fannie Mae  December 2010 - October 2012
Wells Fargo Bank  January 2009 - December 2010
Wachovia, A Wells Fargo Company   March 2005 - December 2008
Bank of America  September 2002 - March 2005
Independent Trading and Risk Management Consultant   February 2002 - September 2002
KPMG  September 1997 - October 2001
The Frustum Group, Inc   April 1997 - September 1997
ANZ  November 1995 - December 1996

Skills
Enterprise Risk..., Risk Management, Financial Risk, Internal Audit, Operational Risk..., Auditing, Internal Controls, Banking, Sarbanes-Oxley Act, Operational Risk, Credit Risk, Financial Analysis, Capital Markets, Financial Reporting, Basel II, Credit, Risk Assessment, AML

Education
Bucknell University   1984 — 1988
BA

Experience
Wells Fargo Bank  May 2009 - Present
Wachovia, A Wells Fargo Company   May 2005 - May 2009
Kolter Property Management   January 1997 - December 2003

Skills
Accounting, Customer Service, Excel, Lotus Notes, Microsoft Office, Outlook, Organizing, Quality Assurance, SAP, Problem Solving, Teamwork, Word

Education
Brookhaven Community College
General Studies

Executive Secretarial School
Secretarial Degree

Experience
Wells Fargo  December 2012 - Present
Wells Fargo  June 2010 - December 2012
Wachovia, A Wells Fargo Company   June 2007 - June 2010

Skills
Employee Benefits, Relationship Management, Compliance Testing, Form 5500 preparation, Qualified Retirement..., Service Level Agreements, Technical Documentation, Regulatory Documentation, Fiduciary Services, Quality Control, Legal Documents, Microsoft Office, Asset Allocation, Qualified Domestic..., Document Drafting

Education
University of North Carolina at Charlotte - Belk College of Business   2014 — 2017
Master of Business Administration (MBA)

Bowling Green State University
BA

Experience
SunTrust Bank  April 2013 - April 2014
Wachovia, A Wells Fargo Company   February 2009 - August 2012
Hilton Hotels Worldwide  February 2008 - February 2009
Holiday Inn  May 2007 - May 2008
Kerzner International  February 2005 - May 2006
Millennium Development Enterprises, LLC   July 2000 - September 2004

Skills
Loans, Consumer Lending, Commercial Banking, Cross Selling, Commercial Lending, Deposits, Portfolio Management, Cash Management, Risk Management, Sales, Retail Banking

Education
Broward College

Experience
Shoprite  December 2012 - December 2014
Wachovia, A Wells Fargo Company   2007 - 2010

Skills
Consumer Lending, Small Business Lending, Banking, Commercial Banking, Loans, Credit, Commercial Lending, Lines Of Credit, Credit Analysis, Retail Banking, Cross Selling, Deposits, Mortgage Lending, Teller Operations, Loan Origination, Bank Secrecy Act, Treasury Services, Cash Management, Credit Risk, Home Equity Lines of...

Education
Brookdale Community College   1998 — 2001
Associate of Arts (AA), Education