Wachovia, A Wells Fargo Company
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Wachovia, A Wells Fargo Company Employees
Hearst Magazines April 2014 - Present
Global Medical Imaging November 2011 - April 2014
Wachovia, A Wells Fargo Company October 2011 - November 2011
TYLER FINANCIAL SERVICES May 2011 - August 2011
CITIGROUP LATIN AMERICA REGIONAL OFFICE January 2010 - July 2010
Coastal Carolina University August 2008 - May 2009
Skills
QuickBooks, Peachtree, Financial Statements, Bank Reconciliation, Vlookup, Pivot Tables, Journal Entries, Non-profits, Tax Returns, Competitive Analysis, Macro, Accounts Payable, Accounting, Financial Reporting, Microsoft Excel
Education
Saint Joseph's College of Maine 2012 — 2013
Master of Accountancy, Accounting
Coastal Carolina University 2007 — 2011
BS/BA, Accounting
Springleaf Financial Services June 2014 - Present
Bank of America June 2013 - July 2014
Bank of America February 2013 - June 2013
Bank of America May 2012 - February 2013
Ally Financial Inc. July 2011 - June 2012
Wells Fargo Bank November 2007 - July 2011
Wachovia, A Wells Fargo Company August 2007 - November 2007
Bank of America May 2004 - August 2007
IKON Office Solutions August 2000 - May 2004
Ford Motor Company June 1999 - August 2000
Skills
PMO, Business Process..., SDLC, Process Improvement, Business Analysis, Business Requirements, Project Portfolio..., PMP, Vendor Management, Process Engineering, Operations Management, Program Management, Change Management, Strategy, Management, Risk Management, Team Management, Business Process, Requirements Analysis, Agile Methodologies, Portfolio Management, Six Sigma, Leadership
Education
Clemson University - College of Business and Behavioral Science
BS, Business Management
Motorola
Six Sigma Black Belt
TD Bank May 2009 - Present
Wachovia, A Wells Fargo Company March 2000 - March 2009
MetLife May 1996 - March 2000
Skills
Loans, Banking, Small Business Lending, Commercial Banking, Credit, Consumer Lending, Retail Banking, Mortgage Lending, Cross Selling, Lines Of Credit, Loan Origination, Commercial Mortgages, Mortgage Banking, Branch Management, Refinance, Cash Management, Residential Mortgages, Credit Cards, Branch Banking, FHA, Construction Loans, Customer Service, Series 7, Series 63, Commercial Lending, Credit Analysis, Financial Services, Private Banking, Relationship Management, Sales, Small Business, Treasury Management, Underwriting, Wealth Management, Credit Risk, AML, Mutual Funds
Education
City University of New York City College
Bachelor of Science (BS), Business Management
Higher Technical Institute
Civil Engineering
Aflac November 2013 - Present
Palmetto Payment Solutions July 2014 - Present
First Citizens Bank and Trust Company, Inc. February 2013 - September 2013
Wachovia, A Wells Fargo Company October 2005 - February 2013
Skills
Customer Service, Sales, Marketing, Banking, Employee Benefits, Financial Analysis, Commercial Lending, Small Business Lending, Cafeteria Plans, Disability Insurance, Accident Insurance, Sales Presentations, Small Business, Networking, Public Speaking, Customer Loyalty, Health Insurance, Leadership, Team Building, Strategic Planning
Education
Clemson University 2002 — 2004
B.A., Communication Studies
Trident Technical College 2000 — 2003
Associate of Arts (A.A.)
Stratford High School
West Bend Mutual Insurance April 2012 - January 2015
Safeway September 2009 - March 2012
Marlabs Inc January 2005 - March 2012
Wachovia, A Wells Fargo Company August 2005 - August 2009
Skills
DB2, Microsoft SQL Server, Oracle, Informatica, Business Objects, Data Warehousing, Database Administration, Database Design, Information Technology, Microsoft Technologies, IBM AIX, Linux
Education
University of Houston-Clear Lake 2002 — 2004
Master's Degree, Computer Science
Cochin University of Science and Technology 1997 — 2001
Bachelor's Degree, Computer Engineering
Duke Energy Corporation February 2015 - Present
Duke Energy Corporation October 2012 - January 2015
eNOugh Campaign to end Domestic Violence 2011 - 2014
Duke Energy January 2010 - October 2012
Duke Energy April 2009 - July 2010
Wachovia, A Wells Fargo Company April 2008 - April 2009
Wachovia, A Wells Fargo Company May 2004 - April 2008
Wachovia, A Wells Fargo Company April 2004 - April 2005
Corder Philips May 1996 - March 2004
Skills
Strategic Planning, Marketing, Relationship Management, Marketing Strategy, Financial Services, Integrated Marketing, Project Management, Marketing Communications, Segmentation, Strategy, Brand Management, Leadership, Business Development, Advertising, Public Relations, Business Strategy, Cross-functional Team..., Employee Engagement, Internal Communications, Mergers & Acquisitions, Talent Management, Leadership Development
Education
Wake Forest University - Babcock Graduate School of Management 2001 — 2003
MBA
Clemson University - College of Business and Behavioral Science 1988 — 1992
B.S., Marketing
Wells Fargo April 2014 - Present
Wells Fargo October 2013 - April 2014
Wells Fargo Bank April 2011 - October 2013
Wachovia, A Wells Fargo Company May 2009 - April 2011
Chasing Arrows August 2007 - January 2009
University Directories May 2008 - September 2008
Brookstone May 2006 - January 2008
Skills
Public Relations, Retail Banking, Customer Service, Customer Relations, Advertising, Writing, Inventory Management, Banking, CRM, Sales, Time Management, Leadership, Finance
Education
Christopher Newport University 2005 — 2009
Bachlors, Comminucations, Business
Langley High School
Wachovia, A Wells Fargo Company 2010 - 2011
Starbucks June 2007 - November 2009
Skills
Banking, Retail Banking, Business Analysis, Risk Management, Credit Cards, Credit Risk, Portfolio Management, Business Requirements, Access, Mortgage Lending, Troubleshooting, Team Leadership, Teamwork, Lotus Notes, Customer Service, PowerPoint, Windows 7
Education
City College of San Francisco 2010 — 2011
Wachovia Bank May 2001 - Present
Wachovia, A Wells Fargo Company 1998 - Present
Skills
Loans, Credit, Banking, Credit Analysis, Commercial Banking, Commercial Lending, Portfolio Management, Small Business Lending, Investments, Financial Analysis, Underwriting, Risk Management, Asset Management, Private Banking, Management, Sales Management, Mortgage Lending, Lines Of Credit
Education
Clark Atlanta University 1993 — 1998
BA, BUSINESS ADMINISTRATION
Wells Fargo Bank 2011 - Present
Wells Fargo Bank March 2006 - August 2011
Wachovia, A Wells Fargo Company October 2003 - March 2006
Wachovia, A Wells Fargo Company October 2003 - January 2006
Skills
Banking, Treasury Services, Cash Management, Relationship Management, Process Improvement, Mergers & Acquisitions, Product Management, Core Banking, Treasury Management, Project Management, ERP, Retail Banking, Risk Management, ACH, Treasury, Commercial Banking, Internet Banking, Payments, Credit, Portfolio Management, Financial Services, Cross-functional Team..., Management, Payment Systems, Credit Cards, Vendor Management, PMO, Electronic Payments, Program Management, Executive Management, Business Analysis
Education
Clarion University of Pennsylvania 1987 — 1991
BA, Speech Comm & Spanish
Western Title & Escrow June 2012 - Present
Wells Fargo September 2011 - February 2012
RGIS Inventory Service February 2011 - August 2011
Wachovia, A Wells Fargo Company November 2009 - November 2010
United Communities October 2008 - September 2009
Wells Fargo February 2008 - October 2008
Christ's Gift Academy June 2007 - December 2007
Wells Fargo December 2005 - June 2007
Wells Fargo August 2005 - December 2005
Skills
Microsoft Office, Lotus Notes, Internet, Intranet, Legacy Wachovia Systems, Wells Fargo Systems, 10 Key, Administrative Support, Event Planning, Hospitality, Outstanding Customer..., Call Center, Contract Recruitment, Non-profit..., Internal Communications, Online Research, Research, Coordinating Events, Volunteer Coordination, Volunteer Recruiting, Quality Auditing, Compliance Audits, Time Management, Team Oriented, Organizational..., Deadline Management, Banking, Treasury Services, Inventory Management, Internet Recruiting, Interviewing, Newsletters, Corporate Communications, Interviews, Management, Software Documentation, Recruiting, Customer Service, Training
Education
College of Charleston 2001 — 2005
BA, Communication Studies
ASTD-Research Triangle Area (RTA) Chapter January 2015 - Present
AICPA May 2013 - Present
ASTD-Research Triangle Area (RTA) Chapter January 2014 - December 2014
ASTD-Research Triangle Area (RTA) Chapter January 2013 - December 2013
AICPA January 2012 - May 2013
Charlotte Mecklenburg Black Chamber of Commerce April 2011 - January 2012
ACN June 2010 - January 2012
ITT Technical Institute December 2009 - January 2012
Gear8Media, LLC 2005 - 2010
Wachovia, A Wells Fargo Company August 2007 - January 2009
Skills
Serious Games, Virtual Worlds, Blended Learning, Instructional Design, Innovation Consulting, Technological Innovation, Adult Learning Theory, E-Learning, Learning Management..., Performance Improvement, Cross-functional Team..., Higher Education..., ActionScript, Adobe Creative Suite, JavaScript, User Experience Design, Business Analysis, Augmented Reality, Public Speaking, Curriculum Design, Needs Analysis, Coaching, Captivate, Technical Writing, Dreamweaver, Training, Project Management
Education
eLearning Guild Academy 2015 — 2015
Launching a Mobile App: From Concept to Delivery
ASTD Education Programs 2013 — 2013
Analyzing Human Performance Improvement (HPI), Certificate
ASTD Education Programs 2011 — 2011
Advanced E-Learning Instructional Design, Certificate
Clemson University 2001 — 2004
M.F.A., Digital Production Arts
North Carolina Agricultural and Technical State University 1997 — 2001
B.S., Graphic Communications Technology, Summa Cum Laude Honor Graduate
Wells Fargo Advisors, LLC. October 2014 - Present
Citi Private Wealth Management February 2013 - October 2014
LPL Financial November 2010 - February 2013
Merrill Lynch February 2009 - November 2010
Banc of America Investments February 2009 - November 2010
Wachovia, A Wells Fargo Company December 2004 - February 2009
Independent Insurance Agent June 2002 - December 2004
Morgan Stanley 1997 - 2002
Exxon Corporation 1990 - 1997
Steak and Ale Restaurant Corporation 1984 - 1989
Skills
Investments, Securities, Retirement, Retirement Planning, High Net Worth..., Insurance, Mutual Funds, Financial Analysis, Wealth, Asset Allocation, Alternative Investments, Credit, Risk Management, Fixed Annuities, Term Life Insurance, Annuities, Bonds, 401k, FINRA, Options, Equities, Long Term Care, IRA's, Fixed Income, Pensions, Investment Strategies, Business Planning, Cash Management, Trading, Customer Relations, Employee Benefits, Compliance, Funding
Education
College for Financial Planning 2002 — 2011
Various
The Regional Medical Center April 2014 - Present
Palmetto GBA December 2012 - April 2014
Palmetto GBA January 2008 - December 2012
Wachovia, A Wells Fargo Company January 2005 - January 2008
Skills
Auditing, Process Improvement, Customer Service, Healthcare, Accounts Payable, Accounts Receivable, Analysis, Financial Analysis, Financial Reporting, Internal Audit, Internal Controls, Access, Accounting, Budgets, Microsoft Excel, Outlook, Data Analysis, Variance Analysis, Microsoft Office, Training, Management, External Audit, Bookkeeping, Spreadsheets, Microsoft Word, PowerPoint, Financial Statements, Account Reconciliation, Cost Accounting, General Ledger, Payroll, PeopleSoft
Education
Strayer University 2006 — 2008
Master Of Science, Accounting
Clemson University 1998 — 2003
BS, Financial Management
Pets Are Loving Support September 2010 - Present
Towne Bank 2002 - 2007
Wachovia, A Wells Fargo Company May 1986 - October 2000
Skills
Marketing, Budgets, Strategic Planning, Team Building, Customer Service, Management, PowerPoint, Photoshop, Leadership, Public Speaking, Event Management, Microsoft Excel, Outlook, Social Media Marketing, Social Media, Process Improvement, Microsoft Office, Marketing Strategy, Entrepreneurship, Sales, Event Planning
Education
Christopher Newport University 1981 — 1985
BSA, Accounting
Wells Fargo Financial 2010 - Present
National Association of Black Accountants (NABA) 2007 - 2011
Wachovia, A Wells Fargo Company 2005 - 2010
Bank of America 2001 - 2004
Bank of America 1998 - 2001
Bank of America 1993 - 1997
Skills
Executive Dashboards, Business Process..., Strategy Development, Risk Management, Program Management, Strategy, Strategic Planning, Change Management
Education
Queens University of Charlotte
Executive MBA, Decision Strategy, Managerial Accounting, Finance, Management Systems, Competitive Marketing
University of North Carolina at Charlotte
Process Management Certificate, Process Management with Balance Sheet Management
University of North Carolina, Charlotte
Process Management, Process Management with Balance Scorecards
College of Charleston
Bachelor of Arts, Business Administration, Finance Concentration
Wells Fargo April 2007 - Present
Wachovia, A Wells Fargo Company October 2000 - Present
Wells Fargo May 1982 - Present
Wachovia, A Wells Fargo Company October 2004 - March 2007
Wells Fargo April 1995 - September 2000
Wachovia, A Wells Fargo Company December 1989 - March 1995
Wells Fargo November 1988 - November 1989
Wachovia, A Wells Fargo Company October 1986 - October 1988
Wachovia, A Wells Fargo Company May 1982 - September 1986
Skills
Customer Service, Negotiation, Mergers, Managerial Experience, Coaching, Online Training, Business Planning, Strategic Planning, Contract Negotiation, Business Strategy, Change Management, Mentoring, Planning, Sales Management, Problem Solving, Leadership Development, Customer Relations, Performance Management, Public Speaking, Hiring, Change, Budgeting, Organizational..., E-learning, Instructor-led Training, Employee Relations, Personal Development, Blended Learning, Budgets, E-Learning, Employee Engagement, Credit, Performance Consulting, Management, Needs Analysis, Career Development, Team Building, Training, Employee Training, Time Management, Program Management, Sales, Learning Management, Human Resources, Project Planning, Mergers & Acquisitions, Team Leadership, Project Management, Workshop Facilitation, Banking
Education
University of Phoenix 1996 — 1998
MBA, Management
San Francisco State University 1979 — 1981
BA, Social Sciences
City College of San Francisco 1977 — 1979
AA, Social Sciences
Husqvarna August 2011 - Present
Rowan Helping Ministries July 2010 - Present
Wachovia, A Wells Fargo Company June 2001 - August 2009
Wachovia Corporation May 1999 - June 2001
Wachovia Corporation May 1998 - August 1999
Food Lion, Inc October 1985 - July 1997
Skills
Process Improvement, Management, Supply Chain, Cross-functional Team..., Budgets, Negotiation, Procurement, Team Building, Strategic Sourcing, Purchasing, Sourcing, Supply Management
Education
Clemson University 1982 — 1984
Master of Science, Agricultural Economics
Clemson University 1974 — 1978
Bachelor of Science, Administrative Management
James I Black & Co. February 2013 - Present
The Learning Resource Center of Polk County "LRC" July 2011 - Present
Investment / Banking Professional February 2012 - March 2013
Morgan Stanley Smith Barney May 2010 - February 2012
Wachovia Securities November 2007 - June 2010
Wachovia, A Wells Fargo Company November 2007 - May 2010
Skills
Insurance, Investments, Succession Planning, Charities, Liabilities, Wealth Management, Retirement, Estate Planning, Banking, Retirement Planning, Small Business, Strategic Financial..., Financial Advisory, Financial Analysis, Loans, Communication, Board of Directors, Financial Services, Mutual Funds, Finance, Investment Advisory, Risk Management, Financial Risk, Securities, Mortgage Lending, Commercial Lending, Portfolio Management, Asset Allocation, Series 7, 401k, Credit, Credit Analysis, Fixed Annuities, Asset Management, Commercial Banking, Life Insurance, Small Business Lending, Consumer Lending, Underwriting, Relationship Management, Residential Mortgages, Retail Banking, Loan Origination, Disability Insurance, Treasury Management, Equities, Cash Management, Mortgage Banking, Investment Management, Credit Risk
Education
College for Financial Planning 2010 — 2012
CRPC®- Chartered Retirement Planning Counselor, Financial Planning
University of South Florida 2001 — 2005
BA, Finance
UBS Financial Services, Inc. 2008 - Present
Wachovia, A Wells Fargo Company 2005 - 2008
Bank of America 2002 - 2005
Education
College for Financial Planning 2009 — 2010
Chartered Retirment Planning Counselor, Finance
Florida State University 2003 — 2004
Certificate In Financial Planning Program, Finance
Florida Gulf Coast University 1997 — 1999
Bachelor of Science, Finance
TIAA-CREF January 2013 - Present
Wachovia, A Wells Fargo Company January 2010 - December 2012
Wachovia, A Wells Fargo Company April 2006 - December 2009
Pershing June 2004 - May 2006
Merrill Lynch May 2002 - June 2004
Skills
Finance, Trading, Bonds, Middle Office, Fixed Income, Financial Risk, Equities, Credit, Bloomberg, Asset Management, Credit Derivatives, FINRA, Analysis, Financial Markets, Investments, Securities, Back Office, DTC, P&L Analysis, Capital Markets, Financial Services, Investment Banking, Options, SQL, Eagle PACE, Databases, Bloomberg AIM, Risk Management, Banking, Financial Analysis
Education
Clemson University 1997 — 2001
BS, Economics
Ensemble Health Partners June 2015 - Present
Carolinas HealthCare System December 2014 - June 2015
PMMC November 2013 - December 2014
Greater Charlotte Healthcare Executives Group January 2010 - December 2014
Lash Group June 2010 - November 2013
Lash Group April 2008 - June 2010
Lash Group December 2006 - April 2008
Wachovia, A Wells Fargo Company October 1997 - December 2006
First Citizens Bank & Trust of South Carolina June 1996 - October 1997
Skills
Quality Assurance, Training & Development, Excel, PowerPoint, Group Presentations, Team Management, Database Administration, Microsoft Office, Customer Service, Account Management, Internal Audit, Healthcare, Health Insurance, Healthcare Management, Retirement Planning, Retail Banking, Healthcare Industry, Managed Care, Content Managed Websites, Microsoft Excel, CMS, Ingeniux, SQL, Medicare, Medicaid, Hospitals, Medical Devices, Team Building, Healthcare Information..., Performance Improvement, HIPAA, Strategic Planning, EHR, Process Improvement, EMR, Pharmaceutical Industry, Employee Training, Budgets, Software Documentation, SharePoint, Reimbursement, Payer Relations, Healthcare Reimbursement, Leadership, Sales Operations, Healthcare Consulting, Data Analysis, Project Management, Management, Sales
Education
University of North Carolina at Charlotte 2006 — 2008
Masters, Health Administration (MHA)
Clemson University 1990 — 1995
BS, Economics
Wachovia, A Wells Fargo Company October 2010 - March 2011
Spartanburg Methodist College August 2007 - May 2008
Michaels Arts and Crafts September 2007 - April 2008
Education
Clemson University 2008 — 2010
Bachelor, Psychology
Spartanburg Methodist College 2006 — 2008
Associate, Liberal Arts
Elliott Davis Decosimo 1998 - Present
Capital Insights, LLC 1997 - 1998
Wachovia, A Wells Fargo Company 1987 - 1997
Education
Clemson University
MBA
Furman University
BA
DS Advisors 2011 - Present
Cowen and Company 2005 - 2007
Wachovia, A Wells Fargo Company 2003 - 2005
Skills
Equity Research, Financial Modeling, Hedge Funds, Equities, Valuation, Asset Management
Education
Colgate University
BA
Columbia University - Columbia Business School
Value investing
Trinity HS
Liberty Mutual December 2010 - Present
Wachovia, A Wells Fargo Company September 2010 - December 2010
Wells Fargo Financial December 2008 - September 2010
Skills
Insurance, Fixed Annuities, Mortgage Lending, Customer Service, Property & Casualty..., Credit, Outlook, Banking, Cold Calling, Sales, Life Insurance, Financial Planners, Financial Analysis, Employee Benefits, Umbrella Insurance, Retirement Planning, General Insurance
Education
Christopher Newport University 2004 — 2008
Bachelor's, Communication, Business
First Tennessee Bank August 2007 - Present
SunTrust Bank October 2006 - July 2007
BB&T March 2004 - September 2006
Wachovia, A Wells Fargo Company December 1988 - February 2004
Herlitz, Inc 1984 - 1986
RepublicBank Dallas 1979 - 1984
Ethyl Corporation June 1978 - October 1979
Skills
Wealth Management, Strategic Financial..., Commercial Lending, Capital Markets, Credit Analysis, Financial Analysis, Risk Management, Banking, Securities, Investment Advisory, Asset Management, Credit Risk, Portfolio Management, Financial Planning, Management, Commercial Banking, Credit, Financial Services, Business Development
Education
Wake Forest University School of Business 1976 — 1978
MBA, Finance
Wake Forest University 1971 — 1975
BA, Economics
College for Financial Planning 2001 — 2003
CFP, Financial Planning
Strategikon Ventures January 2013 - Present
Washington State House of Representatives January 2001 - January 2013
Bellevue College June 2003 - June 2005
Strategic Intelligence Group July 1990 - November 2000
Wells Fargo Bank January 1988 - July 1990
Wachovia, A Wells Fargo Company February 1984 - December 1987
AmSouth Bank May 1980 - December 1983
Skills
Non-profits, Strategic Planning, Public Policy, Executive Management, Program Management, Economic Development, Community Outreach, Mergers, Consulting, Cross-functional Team..., Economics, Start-ups, Public Speaking, Business Development, Social Media, Fundraising, Nonprofits, Strategy, Organizational..., Leadership, Mergers & Acquisitions, Entrepreneurship, Social Networking, Politics, Policy
Education
University of Alabama 1980 — 1983
B.A., Economics, Political Science
The University of Georgia 1979 — 1980
Finance and Economics
Georgia College and State University 1978 — 1979
History and Economics
College of Charleston 1977 — 1978
Literature and Political Science
The University of Georgia 1976 — 1977
Accounting
Wells Fargo February 2015 - Present
Wells Fargo October 2011 - Present
Wells Fargo February 2010 - October 2011
Wachovia, A Wells Fargo Company May 2005 - January 2010
Wachovia, A Wells Fargo Company November 2002 - May 2005
Wachovia, A Wells Fargo Company May 1994 - November 2002
NationsBank, a Legacy Bank of America Company April 1991 - May 1994
Control Data, a Legacy Ceridian Company January 1990 - March 1991
NCNB, a legacy Bank of America Company June 1986 - January 1990
Skills
Workforce Planning, Instructional Design, Process Improvement, Strategic Planning, Project Management, Behavior Analysis, Staff Development, Leadership, Human Capital, Organizational..., Succession Planning, Onboarding, Talent Management, Organizational Design, Employee Engagement, Training, Change Management
Education
Clemson University - College of Business and Behavioral Science 1982 — 1986
B.S., Accounting
Bank of America April 2011 - Present
TIAA-CREF February 2011 - April 2011
Wachovia, A Wells Fargo Company January 2010 - October 2010
TIAA-CREF July 1999 - January 2009
TIAA-CREF July 1999 - September 2001
Value Line April 1996 - July 1999
Harrico Drugs Retail Store 1990 - 1996
Education
Pace University - Lubin School of Business 1998 — 2001
Masters, Business Management
City University of New York-Brooklyn College 1991 — 1995
Bachelors, Business Management
Wells Fargo March 2010 - Present
Wachovia, A Wells Fargo Company April 2004 - March 2010
Wachovia 1997 - 2004
Wachovia 1993 - 1997
Skills
Organizational..., Strategy, Leadership Development, Leadership, Coaching, Change Management, Employee Engagement, Diversity & Inclusion, Management, Talent Management, Organizational..., Workshop Facilitation, Culture Change, Team Building, Risk Management, Banking, Executive Coaching, Business Planning, Succession Planning, Executive Management, Consulting, Organizational Design, Performance Management, Training, Program Management, Employee Training, Personnel Management, Career Development, Management Consulting, Mergers & Acquisitions, Workforce Planning, Diversity Training, Talent Acquisition, Vendor Management, Business Process..., Human Resources, Intercultural Education, Financial Services, Emotional Intelligence, Project Management, Analysis, Governance, Process Improvement, Performance Consulting, Budgets, Onboarding, Talent Development, Human Capital Management, Conflict Resolution, Transformational Life...
Education
CTI 2014 — 2016
Certified Professional Co-Active Coach (CPCC)
Clark University 1985 — 1987
Bank of America July 2014 - Present
Bank of America July 2012 - June 2014
Mergent, Inc. 2011 - July 2012
Wachovia, A Wells Fargo Company June 2010 - February 2011
Eddie Bauer September 2007 - June 2010
Skills
Customer Service, Sales, PowerPoint, Microsoft Excel, Microsoft Word, Management, Outlook, Inventory Management, Data Entry, Access, Time Management, Customer Satisfaction, Microsoft Office, Retail, Inventory Control, Forecasting, Data Analysis, Marketing, Finance, Portfolio Management, Credit, Account Reconciliation, Teamwork, Windows, Telephone Skills, Banking, Loans, Financial Services, Commercial Lending, Financial Analysis, Risk Management
Education
Coastal Carolina University 2006 — 2010
Bachelors, Management, 3.2
HPT February 2013 - Present
EMC October 2011 - January 2013
EMC October 2010 - November 2011
Midwest Region - via 3rd Party July 2010 - September 2010
EMC - Norton Health Care - via 3rd Party February 2010 - August 2010
RoundTower Technologies, Inc. March 2010 - May 2010
Wachovia, A Wells Fargo Company May 2008 - February 2010
EMC - Resident at Citizens Property June 2007 - May 2008
EMC - Resident for Land O'Lakes March 2007 - June 2007
Florida Department of Revenue September 2006 - March 2007
Skills
Storage Area Networks, SAN, Disaster Recovery, Storage, EMC Storage, Virtualization, Servers, Windows Server, Cisco Technologies, HP-UX, Symmetrix, Storage Virtualization, Replication, Infrastructure, Clariion, Switches, NAS, DMX, Pre-sales
Education
Cincinnati State Technical and Community College 1990 — 1991
Computer Technology
Cincinnati State Technical and Community College 1989 — 1991
The Noerr Programs Corporation September 2009 - Present
The Noerr Programs Corporation January 2012 - Present
Keller Williams Realty, Inc. February 2011 - September 2012
Love 2CU Smile Photography November 2007 - September 2012
The Noerr Programs Corporation December 2008 - September 2009
Glamour Shots May 2009 - August 2009
Colonial Downs October 2007 - September 2008
Dr. Gontarek and Associates February 2007 - May 2007
Wachovia, A Wells Fargo Company March 2006 - January 2007
Kohl's Department Stores August 2005 - January 2006
Skills
Real Estate, Referrals, Event Photography, Marketing, Special Events..., Sales Management, Event Planning, Microsoft Word, Retail Sales, Training, Wedding Photography, Sales, Real Estate Photography, Portrait Photography, Sales Operations, Interviewing Skills, Hiring Personnel, Crew Scheduling, Inventory Control, Cash Management, Procedure Development, Procedure Manuals, Recruiting, Strengthening Client..., Microsoft Excel, Wedding Planning, Project Planning, Customer Service, Leadership, Budgets, Event Management, Public Speaking, Marketing Strategy, Contract Negotiation, Negotiation, Microsoft Office, Visual Merchandising, Social Networking, Social Media, Team Building, Customer Experience, MS Excel Pivot Tables, Management
Education
Chattahoochee Technical College 2010 — 2012
TCC, Early Childhood Care and Education
Barney Fletcher Schools 2011 — 2011
Pre-Licensing for Real Estate Sales
University of North Carolina at Charlotte 2004 — 2005
General Studies
Cleveland Community College 2003 — 2004
General Studies
Kings Mountain High School 2000 — 2004
Charlotte Mecklenburg Schools August 2012 - June 2013
Deloitte & Touche LLP September 2010 - August 2012
INROADS May 2007 - August 2009
National Association of Black Accountants 2006 - 2009
Claflin University 2005 - 2009
Wachovia, A Wells Fargo Company 2007 - 2007
Education
University of North Carolina at Charlotte 2013 — 2015
Master of Arts (MA), Counseling: School Counseling
Claflin University 2005 — 2009
Bachelor of Science, Business Administration and Accounting
University of South Carolina 2005 - Present
University Specialty Clinics June 2010 - January 2012
Wachovia Bank June 2001 - January 2002
Wachovia, A Wells Fargo Company 2001 - 2002
Skills
Office Management, PowerPoint, Research, Event Planning, Administrative..., Public Speaking, Outlook, Microsoft Word, Fundraising
Education
University of South Carolina-Columbia 2009 — 2011
Paralegal
Mary Brewer School of Insurance 2002 — 2002
South Carolina Insurance License
College of Charleston
InterContinental Hotels Group January 2008 - Present
Wachovia, A Wells Fargo Company 2005 - 2007
Koret of California 1990 - 2005
Skills
Customer Service, Microsoft Excel, Outlook, Lotus Notes, Event Planning, Microsoft Word, PowerPoint, Microsoft Office, Budgets, Merchandising, Negotiation, Event Management, Employee Benefits, Fashion, Forecasting, Insurance, Applicant Tracking..., Banking, Sales, Leadership
Education
University of Phoenix 2011 — 2013
Bacholor of Science in Business Management, GPA 3.84
City College of San Francisco 1991 — 1992
Associate Degree, Paralegal
Self Employed August 2014 - Present
CertusBank August 2011 - June 2014
Whitney National Bank September 2009 - August 2011
CB Richard Ellis January 2008 - March 2009
First Horizon Bank September 2003 - September 2007
Carlson Design Construction January 2001 - September 2003
HomeBanc Mortgage January 1998 - January 2001
Akzo Nobel Chemicals June 1992 - January 1998
Wachovia, A Wells Fargo Company August 1986 - June 1992
Fluor August 1973 - August 1986
Skills
Project Management, Management, Program Management, Procurement, Project Planning, Budgets, Facilities Management, Construction, Team Building, Real Estate, Process Scheduler, Due Diligence, Contract Negotiation, Construction Management, Strategic Planning, Contract Management
Education
Clemson University 1966 — 1970
BS, Civil Engineering
WT Clark HS ????
Wells Fargo Advisors January 2015 - Present
Wells Fargo October 2012 - Present
Wells Fargo October 2012 - Present
Coldwell Banker Riviera Realty April 2012 - Present
Sovereign Bank July 2011 - December 2011
Wachovia, A Wells Fargo Company February 2010 - June 2011
Macy's May 2008 - January 2010
Northern Neck Seafood September 2006 - October 2008
Northern Neck Seafood October 2006 - April 2008
Skills
Customer Service, Banking, Microsoft Office, Word, Compliance, Retail, Outlook, Retail Banking, Real Estate, Small Business Lending, Commercial Banking, Excel, Loans, Customer Relations, Investments, Credit, Teamwork, Lines Of Credit, Customer Satisfaction, Negotiation, Funding, Cross Selling, Administration, Notary Public, Financial Modeling, Scheduling, Mortgage, Mortgage Lending, Sales, Finance, First Time Home Buyers, Single Family Homes
Education
City University of New York-College of Staten Island
Real Estate
Target July 2015 - Present
Target March 2014 - July 2015
Target August 2012 - March 2014
Target December 2011 - August 2012
Target January 2011 - December 2011
Target January 2009 - January 2011
Target June 2008 - August 2008
Wachovia, A Wells Fargo Company June 2005 - July 2007
Skills
Retail, Logistics, Sales, Inventory Management, Store Management, Inventory Control, Finance, Merchandising, Operations Management, Team Building, Succession Planning, Performance Management, Leadership Development, Cross-functional Team..., Microsoft Excel, Recruiting, Driving Results, Talent Management, Microsoft Word, Training, Distribution Center..., Leadership, Loss Prevention, Management
Education
Clemson University 2007 — 2008
MBA, Supply Chain Management
Clemson University 2001 — 2005
Bachelor of Science, Financial Management, Accounting
Wells Fargo April 2015 - Present
Wells Fargo Company March 2010 - April 2015
Wachovia, A Wells Fargo Company January 2009 - March 2010
Wachovia, A Wells Fargo Company October 2007 - January 2009
Wachovia, A Wells Fargo Company January 2007 - October 2007
Wachovia, A Wells Fargo Company March 2004 - January 2007
Wachovia, A Wells Fargo Company August 2001 - March 2004
Wachovia, A Wells Fargo Company January 1997 - August 2001
Compuware August 1982 - January 1997
Skills
SDLC, Business Requirements, Cross-functional Team..., COBOL, Requirements Gathering, Requirements Analysis, Testing, Business Analysis, Database Design, Project Management
Education
Clemson University 1974 — 1978
BS, Science Teaching
Bank of San Francisco August 2014 - Present
Wells Fargo May 2011 - August 2014
Wells Fargo February 2010 - May 2011
Bay Equity, LLC November 2009 - January 2010
Wachovia, A Wells Fargo Company September 2008 - July 2009
World Savings June 2005 - September 2008
Pacific National Bank December 1999 - June 2005
Skills
Banking, Loans, Mortgage Lending, Portfolio Management, Leadership, Management, Auditing, Insurance, Underwriting, Accounting, Customer Service, Software Documentation, REO, Real Estate, Microsoft Excel, Credit, Mortgage Banking
Education
City College of San Francisco
Associate's Degree, Business/Accounting
Ally Bank November 2009 - January 2012
Bank of America September 2005 - January 2007
Wachovia, A Wells Fargo Company June 2004 - September 2005
Skills
Financial Modeling, Investment Banking, Credit Analysis, Financial Analysis, Sales, Portfolio Management, Credit, Credit Risk, Financial Risk, Management, Investments, Finance
Education
Teachers College of Columbia University 2015 — 2017
Master of Arts (M.A.), Higher and Postsecondary Education
Clemson University - College of Business and Behavioral Science 2000 — 2004
Financial Management, Minor: Accounting
Wells Fargo/Ettain Group February 2015 - Present
Wells Fargo/Advantage Technical Resourcing February 2013 - August 2014
Wells Fargo/Advantage Technical Resourcing January 2011 - July 2012
Deutsche Bank/Advantage xPO March 2010 - January 2011
Wachovia, A Wells Fargo Company March 2007 - February 2009
Education
Cincinnati State Technical and Community College
AAB, Business Management
Northern Kentucky University
BS, Political Science
Wells Fargo November 2013 - Present
Wells Fargo Bank October 1986 - October 2013
Wachovia 1986 - 2011
Wachovia, A Wells Fargo Company 1986 - 2011
Owens-Corning 1986 - 1986
Skills
Change Management, Business Analysis, Consumer Lending, Commercial Lending, Credit, Credit Analysis, Credit Risk
Education
Clemson University - College of Business and Behavioral Science 1982 — 1986
BS, Financial Management
KPMG June 2011 - Present
Wachovia, A Wells Fargo Company 2008 - 2009
Hewitt Associates 2006 - 2008
Hewitt Associates 2003 - 2006
Wachovia, A Wells Fargo Company 2000 - 2003
Wachovia, A Wells Fargo Company 1999 - 2000
Wachovia, A Wells Fargo Company 1995 - 1999
Skills
Leadership, Instructional Design, Project Management, Coaching, Process Management, Outsourcing, Building Relationships, Collaboration, Learning Agility, Re-organization, Organized
Education
City University of New York-College of Staten Island
B.A., Psychology
Wachovia, A Wells Fargo Company July 2009 - Present
Skills
Credit, Customer Service, Loans, Retail Banking, Banking
Education
City University of New York-Herbert H. Lehman College
Accounting
Wiese State Farm July 2015 - Present
State Farm November 2014 - June 2015
Experient Health, A Virginia Farm Bureau Company October 2012 - November 2014
Virginia Farm Bureau Mutual Insurance Company April 2009 - October 2012
Southern Farm Bureau Life Insurance Company April 2009 - October 2012
Wachovia, A Wells Fargo Company May 2004 - March 2009
RK Toyota and Volvo May 2003 - May 2004
Christopher Newport University 2000 - 2003
Skills
Employee Benefits, Health Insurance, Dental Insurance, Disability Insurance, Group Life, Insurance, Benefits Design, Defined Benefit, Benefits Negotiation, Benefits Administration, Compensation & Benefit, Pharmacy Benefit..., HR Consulting, Corporate Benefits, Banking, Annuities, Customer Service, Retirement Planning, Long Term Care, Term Life Insurance, Commercial Insurance, Marketing, Social Media Marketing, Social Networking, Commercial Lending, Consumer Lending, Small Business Lending, Investments, Fixed Annuities, Long-term Care, Consulting, Strategic Consulting, Sales, Small Business, Long Term Care Insurance, Retirement, Property & Casualty..., Workers Compensation
Education
Christopher Newport University 1999 — 2003
BA, Political Science, Magna Cum Laude
Flandreau High School 1995 — 1999
HS Diploma, General Studies
U.S. Senate Page School 1997 — 1998
Affordable Language Services June 2013 - Present
Duke Energy March 2008 - February 2011
Duke Energy Corporation January 2006 - March 2008
Wachovia, A Wells Fargo Company July 2003 - June 2005
Wachovia, A Wells Fargo Company (Formerly South Trust Corporation) February 2002 - June 2003
Custom Photo Art, Inc. October 1997 - September 2001
Custome Photo Art, Inc. October 1994 - September 1997
Skills
Financial Reporting, Benefit Cost Analysis, General Accounting, Cash Management, Mergers / Acquisitions, Accounts Payable, Accounts Receivable, Profit / Loss Analysis, Internal Accounting..., Inventory Analysis, Variance Analysis, Account Reconciliation, Journal Entries, Financial Research, Billing Process, Sales & Use Tax, Budget Monitoring, Statistical Modeling, PeopleSoft, Microsoft Dynamics, Business Objects, Microsoft Excel, Microsoft Word, Microsoft Access, Hyperion Financial ..., US GAAP, Cash Flow Statements, SOX Compliancy, Franchise Tax, Property Tax, Financial Analysis, General Ledger, Hyperion Enterprise, Accounting
Education
University of Alabama at Birmingham 1992 — 1994
Masters, Accounting
Chinese Culture University
Bachelors, International Trade
Leith Automotive Group July 2015 - Present
Hendrick Motorsports September 2014 - February 2015
Uncle Joe's Cars and Trucks September 2013 - May 2014
Bill Gatton Honda October 2012 - May 2013
Johnson City Honda May 2012 - October 2012
Carolina Silverhawks Minor League Football April 2011 - May 2012
Wachovia, A Wells Fargo Company September 2009 - September 2010
Sealed Air Corporation March 2007 - October 2008
Skills
Customer Service, Sales Management, Invoicing, Sports, Entertainment, Accounting, Finance, Music, Event Planning, Marketing, Sales, Social Networking, Team Building
Education
College of Charleston 2001 — 2005
B.S., Business Admin
The University of Northampton 2004 — 2004
Arts
Guaranteed Rate November 2013 - Present
CTC Lending, LLC, an affiliate of PNC Bank N.A. December 2010 - November 2013
PNC Mortgage April 2010 - November 2013
Wells Fargo Home Mortgage April 2009 - April 2010
Bank of America September 2008 - April 2009
Wachovia, A Wells Fargo Company October 2005 - September 2008
Skills
FHA financing, Jumbo Mortgages, New Business Development, Mortgage Lending, Banking, Wealth Management, Financial Analysis, Branch Banking, Finance, Leadership, Financial Services, Loans, Credit, Commercial Lending, Credit Analysis, Sales, Real Estate, Business Development, Mortgage Banking, Refinance, Loan Origination, Mortgage Marketing, Residential Mortgages, Portfolio Management, FHA Financing
Education
Colgate University 2001 — 2005
Bachelor's of Arts, Political Science, Liberal Arts Core Curriculum
O-Tex Holdings, Inc. September 2012 - Present
The Silverfern Group, Inc. September 2010 - Present
GE Capital January 2005 - June 2010
Young & Partners 2002 - 2004
Bear Stearns & Co, Inc, 2000 - 2002
Citigroup 1998 - 2000
Wachovia, A Wells Fargo Company 1997 - 1997
Law Companies Group, Inc. 1994 - 1996
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Capital Markets, Finance, Acquisitions, Restructuring, Structured Finance, Mergers, Equities, Strategy, Investments, Venture Capital, Syndications, Leveraged Finance, Joint Ventures, Debt, Corporate Finance, Credit, Corporate Development, Risk Management, Financial Modeling, Financial Analysis, Due Diligence, Divestitures, LBO, Valuation, Mezzanine, M&A experience, Structuring, M&A due diligence, IPO, Project Finance, Industry Analysis, Financial Structuring
Education
Emory University - Goizueta Business School 1996 — 1998
MBA, Finance
Clemson University 1988 — 1990
MS, Environmental Systems Engineering
Jadavpur University 1983 — 1987
BS, Chemical Engineering
Chase October 2010 - Present
Wells Fargo December 2008 - October 2010
Wachovia, A Wells Fargo Company February 2006 - December 2008
Skills
Banking, Consumer Lending, Small Business Lending, Loans, Mortgage Lending, Branch Management, Mortgage Banking, Loan Origination, Retail Banking, Lines Of Credit, Cross Selling, Financial Analysis, Finance, Leadership, Private Banking, Relationship Management
Education
Citrus College 1998 — 2001
AA, Business Management
Community Housing Capital Inc., February 2012 - Present
Wells Fargo Bank June 2006 - September 2011
Wachovia, A Wells Fargo Company 1999 - 2004
Wachovia, A Wells Fargo Company 1996 - 1999
Wells Fargo Bank 1994 - 1996
Wells Fargo Bank 1992 - 1994
Wells Fargo Bank 1988 - 1992
Skills
Operations Management, Credit Portfolio..., Process Improvement, Customer Service, Continuous Improvement, Internal Audit, Operational Efficiency, Effective Communicator, Loans, Compliance Management, Staff Leadership &..., Collateral Management, Reconciling, Accruals, Year End Close, Month End, Operational Risk, Portfolio Management, Financial Services
Education
Clark Atlanta University
BA, Mass Communication, Public Relation
Gallo Enterprises, Inc. 2006 - Present
Wachovia, A Wells Fargo Company 1981 - 2006
Skills
Banking, Strategic Planning, Commercial Banking, Coaching, Forecasting, Sales, Leadership, Sales Management, New Business Development
Education
Queens University 2003 — 2005
Masters, Business
Queens University of Charlotte 2003 — 2005
EMBA
City University of New York
Business
HCI Equity Partners July 2006 - Present
Wachovia, A Wells Fargo Company June 2003 - July 2006
Skills
Wealth Management, Alternative Investments, Investment Banking, Private Equity, Financial Modeling, Mergers, Series 7, Capital Markets, IPO, Investments, Financial Analysis, Securities, Operations Management, Management, LBO, Portfolio Management, Due Diligence, Equities, Mutual Funds, Middle Market, Acquisitions, Venture Capital, Asset Allocation, Valuation, Series 63, Leveraged Finance, Finance, Private Placements, Corporate Development, Financial Structuring, Structured Finance, Asset Management, Financial Advisory, Equity Research, M&A experience, Fixed Income, Investment Management, Emerging Markets, Business Valuation, Bloomberg, Corporate Finance, Risk Management, Hedge Funds, Mergers & Acquisitions
Education
Colgate University 1999 — 2003
Bachelor of Arts, Major: Economics; Minor: Geography
Wells Fargo November 2010 - Present
Wachovia, A Wells Fargo Company December 2006 - November 2010
Burkett Burkett & Burkett CPA's, P.A. November 2004 - December 2006
Transamerica Reinsurance October 2001 - October 2004
Skills
Financial Analysis, Risk Management, Budgets, Finance, Accounting, Banking, Leadership, Program Management, Asset Management, Sarbanes-Oxley Act
Education
Winthrop University 1999 — 2000
MBA - Accounting, Business Administration-Accounting
Coastal Carolina University 1988 — 1992
BS, Major: Applied Mathematics, Minor: Computer Science
Cardinal Innovations Healthcare Solutions April 2014 - Present
Mecklenburg County Area Mental Health October 2012 - March 2014
The Arc of NC April 2012 - November 2012
Family Support Services Inc July 2009 - March 2012
Wachovia, A Wells Fargo Company March 2009 - May 2010
EquiFirst Corp November 2008 - February 2009
Residential Mortgage February 2008 - July 2008
Irwin Home Equity June 2006 - October 2007
Education
Clarion University of Pennsylvania 1990 — 1995
BS, Psychology
Bank of America September 2015 - Present
Capital One Bank April 2011 - September 2015
SunTrust Bank March 2010 - May 2011
Wachovia, A Wells Fargo Company March 2008 - March 2010
Wachovia January 2005 - March 2008
Prudential Financial September 2003 - January 2005
EXCALIBER MARKETING November 2002 - September 2003
Skills
Strategy, Risk Management, Banking, Financial Analysis, Portfolio Management, Credit, Strategic Planning, Business Strategy, Loans, Finance, Commercial Banking, Credit Analysis, Small Business Lending, Commercial Lending, Cash Management, Retail Banking, Consumer Lending, Treasury Management, Credit Risk, Lines Of Credit, Investments, Cross Selling, Wealth Management, Financial Modeling, Financial Risk, Financial Services, Loan Origination, Mergers, Financial Reporting, Accounting, Leadership, Corporate Finance, Commercial Mortgages, CRM, Mortgage Lending, Relationship Management, Underwriting, Strategic Financial...
Education
Coastal Carolina University 1999 — 2003
Bachelor of Business Administration, Management
Rowan College at Gloucester County
R Thomas Deluxe Grille 2009 - Present
Noble Investment Group 2007 - 2008
SunTrust Bank 2005 - 2006
Wachovia, A Wells Fargo Company 2002 - 2005
SunTrust Bank 1999 - 2002
Skills
Small Business Lending, Loans, Customer Service, Team Building, Microsoft Office, Mortgage Lending, Banking, Accounts Receivable, Business Development, Commercial Banking, Outlook, Hotels, Credit Analysis, Event Planning, Employee Training, New Business Development, Leadership, Budgets, Marketing, Sales Management, Hospitality, Management, Sales, Training
Education
College of Charleston 1993 — 1997
B.A., B.S., Communications, Sociology
Ally Financial Inc. October 2011 - Present
Wachovia, A Wells Fargo Company December 2000 - October 2011
SeaLand Service/CSX Corp March 1995 - December 2000
Sealand-Services Inc 1995 - 2000
United Mechanical Corp November 1991 - March 1995
Education
Clemson University 1990 — 1991
MS, Industrial Management
Presbyterian College 1987 — 1990
BS, Business Administration
Sykes Enterprises, Inc. July 2015 - Present
Sykes Enterprises December 2011 - July 2015
YMCA of Sumter June 2011 - August 2011
Wachovia, A Wells Fargo Company November 2008 - August 2010
Lockheed Martin May 2006 - August 2006
Internal Revenue Service January 1999 - July 2003
Skills
Benefits Administration, Human Resources, Employee Relations, Onboarding, PeopleSoft, Behavioral Interviewing, HRIS, Payroll, Unemployment Claims, Meeting Planning, New Hire Orientations, FMLA, Interviews, Personnel Management, Internet Recruiting, Screening Resumes, Employee Benefits, Labor Relations, HR Policies
Education
North Carolina Central University 2005 — 2008
MBA, Business Administration
Clark Atlanta University 1998 — 2001
Bachelor of Science, Social Work (BSW)
FiberTech, Inc March 2011 - Present
Touchmark National Bank / Touchmark Bancshares, Inc. December 2006 - July 2010
Wachovia, A Wells Fargo Company 1976 - 2006
Education
Duke University - The Fuqua School of Business 1974 — 1976
MBA, Finance
Clemson University 1970 — 1974
BS, Industrial Management
Graybar January 2014 - Present
Graybar February 2012 - December 2013
Graybar Electric May 2010 - January 2012
Harry Norman, Realtors August 2009 - January 2010
Wachovia, A Wells Fargo Company April 2009 - July 2009
Fastlane 1a Marketing Communications March 2008 - September 2008
Conxit Technology Group January 2007 - September 2007
Skills
Advertising, Social Media Marketing, Sales Management, Sales, Forecasting, New Business Development, Customer Service, Marketing, Account Management, Team Building, Inventory Management, Microsoft Excel, Outlook, Marketing Strategy, Negotiation, Microsoft Office, Contract Negotiation, Networking, Selling, Recruiting
Education
Coastal Carolina University 2002 — 2006
BSBA, Marketing and Business Management
The South Carolina Historical Society February 2015 - Present
The South Carolina Historical Society July 2012 - January 2015
The Citadel September 2011 - May 2014
Womble Carlyle Sandridge & Rice LLP February 2012 - July 2012
Waring Historical Library at Medical University of South Carolina August 2011 - February 2012
Wachovia, A Wells Fargo Company March 2009 - May 2011
The Sanctuary at Kiawah Island Golf Resort April 2006 - April 2008
The Ritz-Carlton, Bachelor Gulch October 2005 - April 2006
Charlestowne Landing State Park November 2004 - May 2005
Skills
Libraries, Library Research, Archiving, Research, Records Management, Document Management, Library Reference, Virtual Reference, Archival Description, Library, Cataloging, Digital Preservation, Collection Development, Library Science, Nonprofits, Archives, Community Outreach, Special Collections, History, Archival Research, Digitization, Information Literacy, Digital Libraries, Library Instruction, Historical Research, Academic Libraries
Education
Georgia Archives Institute 2012 — 2012
University of South Carolina-Columbia 2009 — 2011
Masters, Library & Information Science
College of Charleston 1999 — 2003
Bachelor of Science, Anthropology
Wells Fargo Bank April 2009 - Present
Wachovia, A Wells Fargo Company 2009 - Present
Wells Fargo 2009 - 2011
Wachovia November 2006 - April 2009
Wachovia Securities November 2004 - October 2006
Wachovia June 1994 - November 2004
Crimms Insurance January 1992 - February 1994
Skills
AML, Risk, Compliance, Fraud, Privacy, Mergers, Risk Management, Banking, Risk Assessment, Risk Mitigation, Finance, Financial Risk, Policy, Financial Services, Mergers & Acquisitions, Securities, Project Management, Leadership
Education
Clark University 1987 — 1991
B.A., Business Management
Wells Fargo March 2012 - Present
Wells Fargo January 2009 - March 2012
Wachovia, A Wells Fargo Company 2006 - 2009
Wachovia Corporation 2005 - 2006
Wachovia Corporation 2003 - 2005
Skills
Disposition, Leases, Real Estate, Negotiation, Corporate Real Estate, Real Estate Transactions, Portfolio Management, Commercial Real Estate, Contract Negotiation, Management, Dispositions, Real Estate Development
Education
City University of New York 1974 — 1978
Wells Fargo November 2010 - Present
Wells Fargo January 2009 - 2010
Wachovia, A Wells Fargo Company 2008 - 2009
Wachovia 2001 - April 2008
Lucent Technologies 1998 - 2001
INS - International Network Services 1998 - 2001
MCI/WorldCom 1997 - 1998
Vistech / IMI Systems 1996 - 1997
Skills
Cisco Technologies, Data Center, CISSP, Firewalls, Network Engineering, Disaster Recovery, Network Security, Information Security, CCNA, Network Architecture, Integration, Security, Enterprise Architecture, Networking, Information Security..., Routers, Switches, WAN, Visio, Routing, Servers, Vendor Management
Education
Clarkson University 1989 — 1993
B.S., Mechanical Engineering
Gallina LLP August 2005 - Present
Cellular Specialties, Inc. October 2003 - August 2005
Wachovia, A Wells Fargo Company May 2000 - May 2002
Education
Clemson University - College of Business and Behavioral Science 1999 — 2002
Bachelors of Science, Financial Management
TIAA-CREF November 2013 - Present
Ally Financial Inc. February 2012 - November 2013
Cognilytics, Inc. April 2010 - February 2012
Wachovia, A Wells Fargo Company April 2008 - April 2010
Key Bank June 2004 - April 2008
Skills
Risk Management, Mergers, Project Management, Regulatory Capital, Stress Testing, Forecasting, Pricing, Banking, Credit Risk, Financial Risk, Financial Modeling, Basel II, Strategy, Strategic Planning, Analysis, Commercial Banking, Finance, Financial Analysis, Mergers & Acquisitions, Portfolio Management, Retail Banking
Education
Cleveland State University 2003 — 2005
MBA, Finance
Ness Wadia College Of Commerce, Pune, India 1999 — 2003
Masters and Bachelors in Commerce, Banking and Finance
Och-Ziff Capital Management September 2013 - Present
Citadel Investment Group December 2009 - August 2013
Wachovia, A Wells Fargo Company September 2006 - December 2009
Bank Of America January 2001 - September 2006
UConnections.com May 2000 - December 2000
Lehman Brothers January 1996 - May 2000
The Chase Manhattan Bank October 1994 - January 1996
Skills
Trading Systems, Sybase, Electronic Trading, Equity Derivatives, Derivatives, Software Development, Market Data, SQL, Unix, SDLC, Options, Equity Trading, .NET, WPF, C#, Distributed Systems, Multithreading, Credit Derivatives, Fixed Income, Fixed Income Derivatives, Interest Rate Swaps, MVVM, Project Management, OOP, Software Design Patterns, Government Securities, WCF
Education
City University of New York-Brooklyn College
MS, Computer Science
City University of New York-Brooklyn College
BS, Computer Science
Atlas Copco November 2011 - Present
Muzak 2007 - November 2011
Compass Group North America 2002 - 2006
Wachovia, A Wells Fargo Company 1999 - 2001
Skills
Employee Relations
Education
Clemson University 2009 — 2011
Masters, Human Resources
University of North Carolina at Charlotte 1994 — 1999
BS, History
Wachovia, A Wells Fargo Company October 2009 - Present
Wachovia July 2004 - September 2009
Transamerica Reinsurance 1999 - 2004
Skills
Analysis, Finance, Accounting, Variance Analysis, Investments, Outlook, Access, Microsoft Excel, Microsoft Office, Microsoft Word
Education
College of Charleston 1995 — 1999
Accounting
Wachovia, A Wells Fargo Company March 2010 - Present
Time Warner Cable March 2008 - February 2010
RolloverSystems February 2005 - February 2008
Skills
Web Services, C#, .NET, JavaScript, Java, Microsoft SQL Server
Education
Clemson University 1995 — 2001
United States Senate Sergeant at Arms August 2014 - Present
Fannie Mae August 2013 - August 2014
Wells Fargo October 2011 - August 2013
Wells Fargo April 2010 - October 2011
Wachovia, A Wells Fargo Company June 2007 - April 2010
Skills
Accounting, Auditing, Financial Analysis, Internal Controls, Financial Reporting, Securities
Education
Gardner-Webb University 2009 — 2011
MAcc, Accounting
Clark Atlanta University 2003 — 2007
B.A., Accounting
Wachovia, A Wells Fargo Company July 2010 - October 2012
Wachovia June 2004 - July 2010
wachovia 2004 - 2008
MetLife 2001 - 2002
Skills
Loans, Cash Management, Leadership, Sales, Investments, Credit, Banking, Commercial Lending, Real Estate, Real Estate Economics, Mortgage Lending, Financial Services, Finance, Refinance, Mortgage Banking, Credit Analysis, Management
Education
City University of New York-John Jay College of Criminal Justice 1995 — 2000
BS Legal Studies
Holy Cross High School 1991 — 1995
Goochland County Public Schools August 2009 - Present
Wachovia, A Wells Fargo Company January 2007 - August 2009
Education
Clemson University - College of Business and Behavioral Science 2000 — 2004
Fairfax County Public Schools February 2012 - Present
Rubenstein Communications July 2007 - January 2012
Bright Horizons 2006 - 2007
Wachovia, A Wells Fargo Company 2004 - 2006
Skills
Editing, Proposal Writing, Copywriting, Microsoft Office Suite, Communications Planning, Media Analysis, Team Management, Microsoft Office, Publicity, Press Releases, Social Media, Event Management, Public Relations
Education
University of Maryland College Park 2000 — 2003
BA, English
Hunter College
Master's degree, Elementary Education and Teaching
Commission Express June 2013 - Present
Bohland & Graham June 2008 - Present
Wells Fargo Insurance Services January 2012 - July 2013
MetLife March 2011 - December 2011
Wachovia, A Wells Fargo Company January 2000 - June 2008
J.P. Morgan January 1998 - December 1999
Skills
Real Estate Transactions, Real Estate, Closings, Factoring, Investments, Investment Properties, Underwriting, Risk Management, Insurance, Strategic Planning, Asset Management, Mergers & Acquisitions, Financial Modeling, Sales Commission
Education
Colgate University 1991 — 1995
BA, Philosophy, Religion, Economics
The Lawrenceville School 1989 — 1991
Graduate, Communication and Media Studies
Vidant Health August 2012 - Present
Wachovia August 2004 - August 2012
Wachovia Bank August 2004 - August 2012
Wachovia, A Wells Fargo Company August 2004 - August 2012
Wells Fargo 2010 - 2010
TIAA August 1984 - September 2003
Skills
Analysis, Analytics, Banking, Business Analysis, Business Intelligence, Consulting, Cross-functional Team..., Customer Service, Data Analysis, Database Marketing, Financial Analysis, Financial Services, Leadership, Process Improvement, Program Management, Project Management, SDLC, Risk Management, Vendor Management
Education
City University of New York-College of Staten Island 1991 — 1995
BS, Business
Flushing Savings Bank Financial Center ManagerWachovia Bank2003 - 2006
Wachovia 2003 - 2005
Wachovia, A Wells Fargo Company 2003 - 2005
Skills
Banking, Loans, Retail Banking, Credit Analysis, Small Business Lending, Commercial Banking, Credit
Education
City University of New York
Bachelor of Applied Science (B.A.Sc.), Biology/Biological Sciences, General
Credit Suisse January 2014 - December 2014
Rex Healthcare November 2011 - January 2013
Wachovia, A Wells Fargo Company October 1999 - August 2011
Wachovia Bank July 1998 - September 1999
Wachovia Bank October 1994 - July 1998
USAF 1983 - 1992
Skills
Software, Business Analysis, Business Process, Visio, SharePoint, MS Project, Microsoft Office, Infrastructure, Workshop Facilitation, Process Management, Payment Card Processing, Checks, Core Banking, Vendor Management, SDLC, PMO, PMP, Unix, Integration, Testing, Training, Data Center, Program Management, Project Management, Agile Methodologies, Management, Requirements Gathering, Project Planning, Change Management, Cross-functional Team..., Leadership, Enterprise Software, System Administration, Process Improvement, Telecommunications, Project Portfolio..., Requirements Analysis
Education
Clemson University 1979 — 1983
BS
United Community Bank September 2013 - Present
certusBANK March 2012 - September 2013
Wachovia, A Wells Fargo Company 1984 - February 2012
Safe Federal Credit Union November 1978 - November 1979
Skills
Loans, Underwriting, Financial Services, Leadership, Retail Banking, Training, Financial Analysis, Risk Management, Credit, Mortgage Lending, Commercial Banking, Portfolio Management, Credit Analysis, Team Building, Loan Origination, Commercial Lending, Relationship Management, Financial Risk, Business Analysis, Small Business, Business Process..., Management, Finance
Education
University of Phoenix 2004 — 2007
MBA, Buisness Administration
Clemson University 1972 — 1976
B.S., Financial Management
South Atlantic Bank June 2014 - Present
TD August 2012 - June 2014
TD February 2011 - August 2012
Wachovia, A Wells Fargo Company July 2010 - January 2011
Skills
Loans, Credit, Consumer Lending, Mortgage Lending, Banking, Lines Of Credit, Credit Analysis, Portfolio Management, Credit Risk, Underwriting, Financial Analysis, Financial Services, Commercial Banking, Retail Banking, Loan Origination, Financial Statement..., Banking Relationships
Education
The Citadel 2012 — 2015
Master of Business Administration (M.B.A.)
Coastal Carolina University 2006 — 2010
Bachelor of Science (B.S.), Economics
Collegiate Peaks Bank February 2015 - Present
Collegiate Peaks Bank January 2011 - January 2015
AmeriCorps National Civilian Community Corps October 2009 - July 2010
Wachovia, A Wells Fargo Company June 2007 - June 2009
State Farm Insurance June 2006 - August 2006
K2 Financial May 2005 - August 2005
Ripken Baseball May 2004 - August 2004
Skills
Strategy, Leadership, Finance, Budgets, Access, Financial Risk, Financial Analysis, Credit, Credit Analysis, Portfolio Management, Team Leadership
Education
Clemson University 2003 — 2007
B.S., Financial Management
Cornerstone Services August 2015 - Present
Independent Financial Planner September 1988 - Present
MetLife 2011 - October 2012
Wachovia, A Wells Fargo Company July 2000 - July 2011
MetLife July 1981 - July 2000
Skills
Retirement, IRA's, Series 63, Investments, Term Life Insurance, Insurance Planning, Retirement Planning, Series 66, Mutual Funds, Property & Casualty..., 401k, Asset Allocation, Estate Planning, IRAs, Uniform Combined State...
Education
College for Financial Planning 1988 — 1989
CFP, Financial Planning
Pont Park University
BA Journalism, Broadcast Journalism, cum laude
Wachovia, A Wells Fargo Company May 2010 - Present
Wachovia Senior Vice President-Operational Risk ManagerWachovia Bank2004 - Present
Skills
Retail Banking, Banking, Management, Financial Risk, Risk Management, Portfolio Management, Financial Services
Education
Clemson University 1982 — 1986
Financial Management
FM Sylvan Holding, LLC July 2010 - Present
FM Sylvan Holding, LLC November 2008 - July 2010
T&H Group Inc. July 2007 - November 2008
Wachovia, A Wells Fargo Company September 2000 - July 2007
Skills
Negotiation, Risk Management, Due Diligence, Sales Management, Strategic Planning, Private Equity, Team Building, Mergers & Acquisitions, Investments
Education
NYU Stern School of Business 1999 — 2001
MBA, Finance
Colgate University 1990 — 1994
BA, History
PayPal October 2010 - Present
Wachovia, A Wells Fargo Company 1990 - 2010
Skills
Business Strategy, CRM, Call Centers, Change Management, Credit, Customer Experience, E-commerce, Financial Services, Leadership, Loans, Management, Mergers, Operational Excellence, Operations Management, Payments, Portfolio Management
Education
Clemson University
B.S., Financial Management
TD Bank Group April 2012 - Present
SunTrust Bank March 2005 - April 2012
Wachovia, A Wells Fargo Company January 1998 - February 2005
Skills
Banking, Commercial Banking, Loans, Retail Banking
Education
College of Charleston 1993 — 1997
B.S., Biology
East Penn Bank September 2007 - December 2008
Wachovia, A Wells Fargo Company December 2005 - September 2007
Career Education Corporation August 2002 - December 2005
Update Legal 1997 - 2002
Education
City University of New York-John Jay College of Criminal Justice
Bachelors of Science, Criminal Justice
Ernst & Young November 2009 - Present
Wachovia, A Wells Fargo Company November 2005 - February 2009
Ernst & Young October 1993 - November 2005
Education
Clemson University 1991 — 1993
MPAcc, Taxation
Clemson University 1987 — 1991
BS, Economics, Finance
Morristown High School 1984 — 1987
Thompson, Cobb, Bazilio & Associates, PC 2010 - 2010
Thompson, Cobb, Bazilio & Associates, PC 2010 - 2010
Brranch Banking & Trust ("BB&T") April 2008 - June 2009
Wachovia, A Wells Fargo Company October 2006 - February 2008
Fifth Third Bancorp February 2004 - November 2005
Key Bank January 1999 - December 2003
Education
Cleveland State University
BBA, Business Administration
Weatherhead School of Management at Case Western Reserve University
Master's, Business
Wachovia, A Wells Fargo Company Sr. Relationship AssociateWachovia Bank2004 - Present
Education
Clark Atlanta University
Clark Atlanta University
Clark Atlanta University
Clark Atlanta University
Clark Atlanta University
Wells Fargo Bank October 2012 - Present
Wells Fargo August 2009 - October 2012
Wachovia, A Wells Fargo Company February 2007 - August 2009
Wachovia, A Wells Fargo Company February 2007 - February 2007
Education
Cleveland State University
MBA, Finance
Bank of North Carolina June 2008 - Present
Wachovia, A Wells Fargo Company 1995 - 2008
Skills
Credit Analysis, Commercial Lending, Small Business Lending, Financial Modeling, Banking, Risk Management, Credit, Credit Risk, Loans, Commercial Banking, Portfolio Management, Underwriting, Strategic Planning, Cash Management, Investments, Management, Retail Banking, Financial Analysis, Financial Risk, Mergers & Acquisitions, Valuation, Loan Origination, Mortgage Lending, Lines Of Credit, Consumer Lending, Commercial Mortgages, Treasury Management, Asset Based Lending, Construction Loans, Mortgage Banking, SBA, Cross Selling, Refinance
Education
Clemson University - College of Business and Behavioral Science 1979 — 1983
BS, Business
Wachovia, A Wells Fargo Company 2010 - Present
CB Richard Ellis 2004 - 2009
Metrolina CompuTech 1996 - 2004
Philips 1980 - 1996
Skills
Financial Statements, Forecasting, Financial Reporting, Accounting, Finance, Analysis
Education
LIU Brooklyn 1982 — 1985
MBA, Finance
City University of New York-Brooklyn College 1971 — 1974
B.S., Accounting
TD Bank Group July 2011 - Present
The South Financial Group March 2008 - July 2011
Wachovia, A Wells Fargo Company January 2005 - January 2008
Skills
Commercial Banking, CRM, Project Management, Sales Management, Banking, Commercial Lending, Salesforce.com, Leadership, Management, Credit, Credit Analysis, Loans, Retail Banking, Small Business Lending, Financial Analysis, Finance, Portfolio Management, Sales, Credit Risk
Education
Clark Atlanta University 1985 — 1987
MBA, Decision Science/Finance
Wachovia, A Wells Fargo Company February 2008 - Present
Wachovia, A Wells Fargo Company 2003 - 2008
Wachovia, A Wells Fargo Company 2000 - 2003
Education
Clemson University 1993 — 1997
BS, Biology
SPX Corporation 2012 - Present
Aym Technologies, LLC 2012 - 2012
BGEA 2010 - 2012
Wachovia, A Wells Fargo Company 2008 - 2010
Cardinal Logistics 2008 - 2008
Celanese 2005 - 2007
UNC Charlotte 2001 - 2005
Integrated Systems Technologies 2000 - 2001
Keystone 1997 - 2000
Love's Jewelry 1993 - 1997
Skills
Web Development, Microsoft SQL Server, SQL, C#, Project Management, .NET, SDLC, ASP.NET, Databases, Infrastructure, Information Security, JavaScript, SharePoint, Visual Basic, SDL Tridion, IIS, ITIL, VMware, Active Directory, Cloud Computing, Management, Windows Servers, Project Planning, Team Management, Disaster Recovery, Teamwork, Web Applications, HTML, PHP, Visual Studio, Linux, High Availability..., Systems Engineering, IT Security Best..., Enterprise Architecture
Education
University of North Carolina at Charlotte 2001 — 2005
B.S., Computer Science
Winthrop University 1995 — 1997
M.Ed, Education, Counseling
Clemson University 1988 — 1993
Bank of America March 2015 - Present
Bank of America - Corporate Audit May 2000 - March 2015
First Union National Bank January 1999 - May 2000
Bank of America January 1996 - 1999
Wachovia, A Wells Fargo Company March 1993 - January 1996
Skills
Risk Management, Auditing, AML, Banking, Governance, Internal Controls, Internal Audit, Enterprise Risk..., Financial Risk, Management, Risk Assessment, Operational Risk, Anti Money Laundering, Financial Analysis, Process Improvement, Sarbanes-Oxley Act, Operational Risk..., Finance
Education
Clemson University - College of Business and Behavioral Science 1988 — 1992
Bachelors of Science, Accounting
Wells Fargo September 2008 - Present
Wachovia, A Wells Fargo Company September 2005 - September 2008
Wachovia, A Wells Fargo Company January 2002 - September 2005
First Union National Bank August 1998 - September 2005
Skills
Business Intelligence, Banking, Financial Services, Management, Mergers, Business Analysis, Process Improvement, Certified Scrum Master..., PeopleSoft, Oracle Applications, SQL, Microsoft Office
Education
Coastal Carolina University
Univest National Bank and Trust Co March 2010 - Present
Wachovia, A Wells Fargo Company January 1997 - January 2010
Skills
Wealth Management, Loans, Credit, Banking, Portfolio Management, Mortgage Lending, Small Business Lending, Mortgage Banking, Commercial Lending, Consumer Lending, Commercial Banking, Loan Origination, Lines Of Credit, Retirement Planning
Education
College for Financial Planning
Bank of America June 2012 - Present
Wachovia, A Wells Fargo Company March 1988 - December 2009
Wachovia, A Wells Fargo Company March 1988 - December 1997
Skills
Operations Management
Education
City University of New York-Brooklyn College 1974 — 1977
N/A, Phys Ed
City University of New York-Brooklyn College 1974 — 1977
N/A, Phys Ed
Carolina One Mortgage March 2015 - Present
Hitched, Hatched & Home Photography June 2014 - Present
DR Horton / DHI Mortgage April 2014 - March 2015
DR Horton / DHI Mortgage August 2012 - March 2015
Sticky Fingers Restaurants October 2011 - June 2012
Virginia College June 2009 - June 2011
Wachovia, A Wells Fargo Company 2007 - 2009
HSBC January 2004 - June 2007
First Citizens Bank and Trust Company, Inc. November 2000 - January 2004
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Outlook, Social Media, Social Networking, Sales, Public Speaking, Leadership, Event Planning, Training, Budgets, Research, Public Relations, Event Management, Recruiting, Team Building, Account Management, Editing, Inventory Management
Education
College of Charleston 2011 — 2014
Bachelor's Degree, Communication and Media Studies
PNC Advisors August 2006 - October 2014
Wachovia, A Wells Fargo Company April 2006 - August 2006
National City Bank October 2000 - April 2006
Key Bank 1993 - 2000
Education
Weatherhead School of Management at Case Western Reserve University 1994 — 1997
MBA, Finance
Cleveland State University 1988 — 1992
BBA, Quatitative Business Analysis
Wells Fargo June 2010 - Present
First Tennessee Bank June 2009 - May 2010
Wachovia, A Wells Fargo Company January 2003 - May 2009
Wachovia, A Wells Fargo Company June 2001 - December 2002
Skills
Portfolio Management, Credit Analysis, Strategic Planning, Sales Management, Financial Analysis, Loans
Education
Clemson University 1997 — 2001
Bachelor of Science, Financial Management
HD Supply Waterworks February 2014 - Present
Fidelity National Information Services August 2012 - October 2012
Fidelity National Information Services April 2011 - August 2011
FIS November 2005 - December 2009
Wachovia, A Wells Fargo Company January 1996 - January 2000
Bureau of Public Debt/Dept. of Treasury January 1989 - June 1995
Centerior Energy Corporation September 1987 - January 1989
Skills
SDLC, Requirements Analysis, Testing, COBOL, CICS, VSAM, IMS DB/DC, Credit Cards, Payroll, Business Analysis
Education
Cleveland State University 1983 — 1987
Bachelor of Science in Computer Information Science
JPMorgan Chase February 2014 - Present
JPMorgan Chase May 2012 - January 2014
Wachovia, A Wells Fargo Company August 2008 - May 2010
Wachovia, A Wells Fargo Company August 2005 - 2008
Cerberus Capital Management September 2002 - August 2005
ABN AMRO Bank N.V. May 1999 - May 2002
Skills
Social Media, Social Media Marketing, Social Networking, Digital Marketing, Techinical, Marketing, Management, Strategy, Marketing Strategy, Event Planning, Marketing Communications
Education
City University of New York-John Jay College of Criminal Justice 1995 — 2000
Bachelor of Science, Criminal Justice/ Pre Law
John Jay College of Criminal Justice 1995 — 2000
Bachelor of Applied Science (B.A.Sc.), Criminal Justice
Spivey and Olmstead June 2010 - Present
Wachovia Corporation June 2006 - June 2009
Wachovia, A Wells Fargo Company 2000 - 2009
Skills
Executive HR..., Diversity and..., Executive Coaching, Succession Planning, Coaching, Strategy, Leadership, Talent Management, Employee Engagement, Human Resources, Executive Development, Leadership Development, Organizational..., Change Management, Deferred Compensation, Organizational..., Talent Acquisition, Management, Performance Management, Workshop Facilitation, Banking, Acquisition Integration, Employee Relations, Personnel Management, Mergers & Acquisitions, Program Management, Career Development, Management Development, Vendor Management, Strategic Planning, Organizational Design, Onboarding, Team Building, HR Policies
Education
Fielding Graduate University 2002 — 2004
MA, Human and Organizational Behavior
Clemson University 1981 — 1985
BS, Business
Moody's Investors Service July 2013 - Present
Standard & Poor's January 2011 - July 2013
Sumitomo Mitsui Banking Corporation January 2003 - May 2011
Zurich Financial Services May 2002 - December 2002
Andersen, LLP July 2001 - April 2002
Wachovia, A Wells Fargo Company March 1999 - June 2001
Bank of America January 1991 - February 1999
Skills
Securitization, Operational Risk..., Risk Management, Operational Risk, Banking, Basel II, Business Process..., Enterprise Risk..., Financial Institutions, AML, Financial Services, Securities, Financial Markets, Structured Products, Capital Markets, Financial Risk, Fixed Income
Education
Fordham Gabelli School of Business 2008 — 2010
M.B.A., Business Management
Clemson University 1989 — 1990
M.A., Financial Economics
University of South Carolina-Columbia 1984 — 1988
B.S., Economics
Wells Fargo April 2015 - Present
Wells Fargo July 2013 - March 2015
Wells Fargo Bank November 2010 - July 2013
Wachovia, A Wells Fargo Company June 2005 - October 2010
Resurgent Capital Services June 2003 - June 2005
Skills
Accounting, Financial Analysis, Financial Reporting, Banking, Access, Accounts Payable, Process Improvement, Portfolio Management, Analysis, Outlook, Visio, Account Reconciliation, Data Analysis, Microsoft Excel, Intellimatch, SRPL (Subsystem..., International Operations, Variance Analysis, Finance, Insurance, Auditing, Sarbanes-Oxley Act, Accounts Receivable
Education
Clemson University 1995 — 2000
BS, Accounting
Strayer University-North Carolina 2008 — 2010
MBA, Accounting
SunTrust Bank June 2014 - Present
ING (acquisition from Citigroup / State Street) 2010 - December 2013
Wells Fargo June 2008 - September 2010
Wachovia, A Wells Fargo Company February 2006 - June 2008
Mooney Communications March 2002 - February 2006
Evergreen Funds June 1997 - March 2002
First Union July 1995 - June 1997
Fidelity Investments January 1994 - June 1995
Scudder Investments January 1990 - January 1994
Skills
Financial Services, Marketing Strategy, Retirement, Marketing, Direct Marketing, Strategy, Strategic Partnerships, Analytics, Integrated Marketing, Marketing Communications, Investments, Leadership, Management
Education
Clark University
MBA, Marketing
Vassar College
Bachelor of Arts, French
Wells Fargo April 2010 - Present
Wachovia, A Wells Fargo Company 2010 - 2010
JPMorgan Chase 2008 - 2010
Verizon Wireless 2004 - 2008
Education
Clemson University - College of Business and Behavioral Science 1998 — 2000
Business Management
Wachovia, A Wells Fargo Company September 2006 - October 2010
Wachovia, A Wells Fargo Company May 2005 - September 2006
Education
College of Charleston 1994 — 1998
BS
Wachovia, A Wells Fargo Company January 2000 - Present
Skills
Credit Analysis, Loans, Banking, Credit, Mortgage Lending, Commercial Banking, Commercial Lending, Consumer Lending, Small Business Lending, Cross Selling, Loan Origination, Lines Of Credit, Public Speaking, Microsoft Office, Event Planning, Customer Service, Nonprofits, Leadership, Team Building, Strategic Planning, Fundraising, Community Outreach, Retail Banking
Education
Clark Atlanta University
Master's degree, Public Administration
Erskine Theological Seminary
Master's degree, Divinity/Ministry
Fisk University
Political Science and Government
University of the District of Columbia - The David A. Clarke School of Law
Doctor of Law (J.D.), Law
UBS May 2011 - Present
CGI April 2010 - May 2011
Wells Fargo Advisors July 2008 - March 2010
Wachovia, A Wells Fargo Company November 2006 - June 2008
Education
Clemson University 1998 — 2002
BS, Marketing
Union First Market Bank March 2010 - Present
First Market Bank 2003 - 2010
Wachovia, A Wells Fargo Company June 1998 - March 2004
Central Fidelity Bank March 1997 - June 1998
Education
City University of New York-Hunter College 1982 — 1986
Business
Wachovia, A Wells Fargo Company June 2011 - Present
Education
Coastal Carolina University 2006 — 2010
Business, Managment
Wells Fargo Bank September 2009 - Present
TEK Systems 2008 - 2009
Wachovia, A Wells Fargo Company 2001 - 2008
Skills
SDLC, Business Requirements, Vendor Management, Business Analysis, Requirements Gathering, PMP, Requirements Analysis, Risk Management, Process Improvement, Enterprise Architecture
Education
Christopher Newport University
Business Administration and Management, General
SunTrust Bank February 2013 - Present
Wachovia, A Wells Fargo Company March 2000 - April 2012
SunTrust Bank September 1998 - February 2000
Chase Manhattan Corporation September 1981 - June 1998
Skills
Small Business Lending, Lines Of Credit, Loans, Commercial Banking, Credit, Commercial Lending, Loan Origination, Cross Selling, Sales
Education
John Jay College of Criminal Justice 1995 — 1998
Polytechnic University Trinidad
Amy G. Montague, Attorney at Law November 2009 - Present
Wachovia, A Wells Fargo Company March 2003 - April 2007
Evans, Carter, Kunes & Bennett January 1994 - October 1999
Skills
Trust and Estate..., DSS Appointments, Private Guardian ad...
Education
University of South Carolina School of Law 1979 — 1982
JD, Law
College of Charleston 1975 — 1977
BS, Psychology
Converse College 1973 — 1975
DUMC February 2012 - Present
Oak Value Capital Management, Inc. July 2001 - August 2010
Wachovia, A Wells Fargo Company 1994 - 2001
Education
College for Financial Planning
Croft Business College
Southeastern Trust School
Wachovia, A Wells Fargo Company February 2012 - Present
United Homes Realty February 2010 - March 2012
Allen Tate Realtors February 2000 - March 2010
Education
University of Sacred Heart UNIFE 1985 — 1989
Bachelor's degree, Foreign Languages and Literatures, General
City Colleges of Chicago-Harry S Truman College