Experience
Deutsche Bank  July 2013 - Present
Wachovia, A Wells Fargo Company   February 1999 - Present

Education
Colorado Technical University   2011 — 2013
Bachelor of Applied Science (BASc), Accounting, 3.84

Colorado Technical University   2009 — 2011
Associate of Science (A.S.), Business Administration, 3.73

Experience
St. Louis Community College  August 2010 - Present
St. Louis Community College/MoHealthWINS   February 2012 - November 2014
Express Scripts  November 2009 - April 2010
Wachovia, A Wells Fargo Company   July 2003 - July 2008
St. Louis Community College  November 1998 - April 2007
Wachovia Securities (Formerly A.G. Edwards & Sons)   June 2000 - July 2003

Skills
Access, PowerPoint, Word, Research, Excel, Information Systems for..., Database Management, Training, Management, Public Speaking, Event Planning, Microsoft Office, Program Management, Customer Service, Leadership, Team Building, Social Media, Software Documentation, Microsoft Excel, Microsoft Word, Recruiting, Database Admin, Employee Relations, Human Resources, Strategic Planning

Education
Lindenwood University   2006 — 2007
Master of Science in Administration, Emphasis in Human Resource Management

Columbia College   1995 — 1998
Bachelor of Science, Business Administration

Experience
ProBuild  August 2014 - Present
U.S. Immigration and Customs Enforcement (ICE)   January 2013 - September 2013
Denver Public Defender's Office   February 2011 - October 2011
Wachovia, A Wells Fargo Company   March 2008 - December 2010
Boulder County Probation Department   September 2004 - December 2007
Johns Manville  May 2006 - August 2007
St. Mary Land & Exploration Company   May 2005 - August 2005

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Picasa, Photoshop, Facebook, Twitter, Google Docs, Google Maps, Google Earth, Microsoft Windows 98, Windows 2000, Capital Markets, Financial Reporting, Leadership, PowerPoint, Credit Analysis, Corporate Finance, Financial Accounting, Budgets, Forecasting, Outlook, Public Speaking, Analysis, Social Media, Finance, Sales

Education
University of Colorado at Denver   2010 — 2012
Graduate, Criminal Justice, emphasis in Homeland Defense

Community College of Denver   2008 — 2010
Paralegal Certificate, Legal Assistant/Paralegal, 4.0

University of Colorado at Boulder - Leeds School of Business   2003 — 2007
BS, Finance

Experience
ServiceLink, a Black Knight company  March 2014 - Present
ServiceLink  January 2013 - March 2014
Bank of America  October 2012 - January 2013
PacketVideo  March 2012 - October 2012
Wells Fargo  October 2010 - March 2012
Ally Financial Inc.  January 2010 - October 2010
Cardinal Solutions  2007 - 2010
Premier Healthcare  May 2009 - October 2009
Wachovia, A Wells Fargo Company   October 2007 - May 2009
Northland, A Church Distributed  January 2006 - October 2007

Skills
Software Development, SDLC, Business Analysis, Systems Analysis, Requirements Analysis, System Architecture, Solution Architecture, Data Architecture, Software Configuration..., Unit Testing, Design Patterns, Databases, Relational Databases, Network Programming, Database Administration, Performance Tuning, Contact Centers, Web Applications, Sun Certified Java..., Java, Java Enterprise Edition, ActionScript, C, C++, Groovy, SpringSource, Oracle, MySQL, Hibernate, MyBatis, SQL, Oracle PL/SQL..., Data Modeling, Adobe Flex, HTML, JavaScript, jQuery, CSS, SOA, Web Services, Ant, Maven, CVS, Subversion, AccuRev, Perforce, Git, Unix, AOP, AspectJ

Education
West Virginia University   1991 — 1992
Bachelor of Science (BS), Computer Science

Concord University   1989 — 1990
Bachelor of Science, Math and Computer Science

Experience
Fifth Third Bank  December 2010 - Present
Wachovia, A Wells Fargo Company   July 2009 - November 2010
Regions Bank  June 2007 - March 2009
Harbor Federal/National City   July 2005 - June 2007
Washington Mutual  March 1995 - April 2000

Skills
Financial Analysis, Retail, Customer Service, Banking, Sales, Credit, Consumer Lending, Retail Banking, Commercial Lending, Leadership, Small Business Lending, Loans, Lines Of Credit, Finance, Deposits, Commercial Banking

Education
Daytona State College   1989 — 1992
aa

Spruce Creek High School   1986 — 1989
diploma

Experience
Comcast  January 2012 - Present
RadGov, Inc.   September 2011 - December 2011
CBIZ Actuarial & Benefit Consultants   August 2008 - May 2011
Wachovia, A Wells Fargo Company   October 2003 - October 2007

Skills
Contract Negotiation, Accounting, Personnel Management, File Management, Database Admin, Human Resources, Payroll, Microsoft Office, Office Administration, PeopleSoft, SAP, Oracle Applications, Sales, Client Liaison, Purchase Orders, Bookkeeping, Peachtree, QuickBooks, Logistics, Front Office, Receptionist Duties, AS400 system, FileMaker, Internet Explorer, Mortgage Lending, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Access, Invoicing, General Ledger, Back Office, Recruiting, Batch Release, Bank Reconciliation, Payment Card Processing, Sunguard, Relius, SAP ERP, ERP Oracle, Social Media, CNET

Education
Concordia University Texas   2011 — 2014
B.A., Human Resources Management, Senior

Houston Community College   2010 — 2011
A.A.S., Human Resources Management

Texas State Technical College Waco   1998 — 1999
Certificate, Office Technology

Gilmer High School
Diploma

Experience
TIAA-CREF  October 2014 - Present
TIAA-CREF  March 2012 - Present
Independent  May 2009 - February 2012
Goldman Sachs  November 2006 - November 2008
Leonard, Street and Deinard  February 2005 - October 2006
Wachovia, A Wells Fargo Company   March 2003 - February 2005

Skills
Mutual Funds, Wealth Management, Talent Acquisition, Management, Financial Advisory, Retirement Planning, Business Development, Finance, Retirement, Financial Services, Investments, Fixed Annuities, Options, Asset Management, Relationship Management, Financial Analysis

Education
College of St. Benedict   1999 — 2002
Bachelor of Arts, Management

Experience
Wells Fargo  December 2013 - Present
Wallis State Bank  July 2011 - November 2013
Wells Fargo  October 2007 - July 2011
Wachovia, A Wells Fargo Company   February 2006 - October 2007

Skills
Customer Service, Banking Operations, Banking, Credit, Loans, Risk Management, Financial Analysis, Finance, Business Analysis, Vendor Management, Commercial Banking, Retail Banking, Consumer Lending, Credit Analysis, Core Banking, Analysis

Education
Dallas Baptist University
B.B.S., Business Administration

Experience
Salem Investment Partners   June 2014 - Present
Blue Sage Capital  June 2012 - June 2014
Salem Halifax Capital   January 2005 - June 2012
Wachovia, A Wells Fargo Company   2003 - 2005
Thomas J. Watson Fellowship  2002 - 2003

Education
Davidson College   1998 — 2002
Bachelors, Economics

Experience
Hinda Incentives  November 2014 - Present
Bank of America  September 2013 - September 2014
City of Charlotte  May 2012 - September 2013
Wells Fargo Bank  June 2010 - March 2012
Wachovia, A Wells Fargo Company   June 2010 - March 2012
PepsiCo  August 2007 - January 2009
RR Donnelley  April 2001 - February 2007

Skills
Requirements Gathering, Visio, Teradata, SDLC, Business Analysis, SAP, SQL Server, PeopleSoft, Filezilla, SharePoint, Microsoft Office, UltraEdit, Microsoft SQL Server, PMO, Software Documentation, Databases, Project Management, Management, Access, Business Intelligence, Program Management, Data Analysis, Training, Analysis, Business Process, Process Improvement, Business Requirements, Integration, Vendor Management, Microsoft Project, ERP, Leadership

Education
National-Louis University
Bachelor of Arts (BA), Behavioral Sciences/Managemnt, 3.87

College of DuPage
Certificate of Completion in Business Management & Marketing, Business, 3.6

Experience
TIAA-CREF  August 2013 - Present
Leslie Frady Consulting   November 2012 - August 2013
JPMorgan RPS   May 2012 - November 2012
Wells Fargo  January 2007 - July 2012
Wachovia, A Wells Fargo Company   June 2006 - February 2007
Ameriprise Financial Services, Inc.   June 2005 - June 2006
Leslie Guida Communications and Project Management Consulting   October 1998 - June 2005
American Express Retirement Services  August 1996 - October 1998
United Way  September 1992 - July 1995
NCNB of FL (NationsBank/Bank of America)   January 1989 - September 1992

Skills
Project Management, Project Planning, Strategic Communications, Program Management, Technical Writing, Long-term Customer..., Process Improvement..., Marketing Communications, Marketing..., Creative Campaign..., Technical Writers, Corporate Communications, CRM, Product Marketing, Financial Services, Leadership, Management, Process Improvement, Strategy

Education
Cornell College   1982 — 1986
BA, English and Psychology

Experience
Wells Fargo  October 2014 - Present
Wells Fargo  July 2011 - September 2014
Wells Fargo  September 2009 - July 2011
Wachovia, A Wells Fargo Company   May 2008 - September 2009
Wachovia  September 2005 - May 2008
Wachovia  October 2003 - August 2005

Skills
Performance Management, Banking, Onboarding, Process Improvement, Applicant Tracking..., Succession Planning, Human Resources, Strategy, Recruiting, Employee Engagement, Talent Management, Training, Policy Analysis, HR Policies, Policy Writing, Contractors, International Policy, Analysis, Business Strategy, Program Management, Business Process..., Leadership, Policy, Vendor Management, Talent Acquisition, Project Planning, Project Management, Management, Compliance Management, Coaching, Business Process Design

Education
Webster University   2006 — 2008
Master of Arts

Webster University   2003 — 2006
Masters

Columbia College (SC)   2000 — 2002
Bachelor of Arts

Experience
H.G. Fenton Company   April 2013 - Present
H.G. Fenton Company   July 2010 - April 2013
Sun Microsystems  March 2009 - January 2010
Robert Half International  July 2008 - February 2009
Ashford University  December 2007 - May 2008
Wachovia, A Wells Fargo Company   August 2003 - October 2007
La Jolla International Gardens   February 2003 - August 2003
Student Express/Vacation Travel International   December 2001 - April 2002
City of Dana Point  May 2001 - August 2001

Skills
Loans, Program Management, Vendor Management, Leadership, PowerPoint, Recruiting, Microsoft Excel

Education
Colorado State University   1997 — 2001
B.S

Colorado State University   1997 — 2001

Experience
Bank of America Merrill Lynch  May 2015 - Present
Bank of America Merrill Lynch  February 2014 - Present
Bank of America Merrill Lynch  April 2013 - January 2014
Bank of America  June 2012 - April 2013
Bank of America  June 2011 - June 2012
Bank of America  July 2010 - June 2011
Wachovia, A Wells Fargo Company   May 2009 - July 2010
Wachovia  June 2007 - May 2009
Bank of America  May 2006 - May 2007
Bank of America  May 2004 - May 2006

Skills
Banking, Risk Management, Operational Risk..., Credit, Financial Risk, Governance, Change Management, Process Improvement, Enterprise Risk..., Business Strategy, Strategic Planning, Operational Risk, Credit Risk, Business Process..., Commercial Banking, Mergers & Acquisitions, Team Management, PMO, Underwriting, Mergers, Business Analysis, Analysis, Program Management, Business Continuity, Project Management, Leadership, Six Sigma, Cross-functional Team..., Business Process, Portfolio Management, Business Intelligence, Management, Financial Services, Finance, Integration, Team Leadership, Executive Management, Relationship Management, Enterprise Software, Strategic Financial..., Credit Cards, Vendor Management, Project Portfolio..., Commercial Lending, Retail Banking, Credit Analysis, Consumer Lending, Loans, AML, Basel II

Education
Davidson College

Experience
Wells Fargo  April 2015 - Present
Wells Fargo  October 2013 - August 2015
Wells Fargo  March 2012 - October 2013
Wells Fargo  June 2011 - March 2012
Amaris Salon and Day Spa   November 2008 - March 2012
Wachovia, A Wells Fargo Company   January 2009 - June 2011
Premier Bathrooms  June 2008 - November 2008

Skills
Customer Service, Credit, Loans, Banking, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Deposits, 10 Key, Cross Selling, Sales, Credit Cards, Branch Banking, Finance, Call Centers, Cash Management, Mortgage Lending

Education
Columbia Southern University   2011 — 2013
Bachelor's degree, Business Administration, Management and Human Resources

International Academy of Design   2004 — 2005
License, Cosmetology

Johnson and Wales University   2000 — 2002
Associate, Business Administration

Experience
Wells Fargo  August 2008 - Present
Wachovia, A Wells Fargo Company   1997 - Present
Auctioneers Association of NC   2007 - 2013
Auctions by Marshall   1999 - 2013
Wachovia Bank  1997 - April 2009
Hewitt Associates  2005 - 2008
Wachovia Bank  1997 - 2000

Skills
Learning Management, Instructor-led Training, General Banking, Mergers, Call Center, Performance Management, Banking, Performance Consulting, Succession Planning, Needs Analysis, Employee Engagement, Organizational..., Leadership Development, Training Delivery, Executive Coaching, Leadership, Mergers & Acquisitions, Career Development, Talent Management, Onboarding, Workshop Facilitation, Learning Management..., Performance Improvement, Training, Employee Training, Coaching, Call Centers, New Hire Orientations, Organizational..., Captivate, Workforce Planning, Human Resources, Blended Learning, Instructional Design, Organizational Design, Change Management, E-Learning, Talent Acquisition, Recruiting, ADDIE

Education
Strayer University   2005 — 2007
MBA, Human Resources

Concord University

Experience
Wells Fargo  March 2013 - Present
Wells Fargo  April 2011 - October 2012
Duke Energy Corporation  October 2009 - December 2010
Wachovia, A Wells Fargo Company   February 2005 - October 2009
Bank One  June 1999 - December 2004
Huntington National Bank  1995 - 1999

Skills
Project Coordination, MS Project, Technical Writing, Financial Services, Risk Management, Data Analysis, Team Leadership, Team Building, Outlook, Customer Service, Lotus Notes, Relationship Management, Creation Of Training..., Training Delivery, Graphic Design, Marketing Communications, Budget Process, Corporate Events, Event Management, Communications Planning, Data Quality Assurance, Quality Assurance, Microsoft Project

Education
Columbus State Community College   2002 — 2004
Graphic Design

Eastland Career Center
Technical Diploma, Administrative Assistant & Management Program

Experience
TIAA-CREF  December 2014 - Present
Wells Fargo & Company  May 2011 - December 2014
Wachovia, A Wells Fargo Company   January 2008 - May 2011
Wachovia Bank, NA  September 2004 - January 2008
Wachovia Bank, NA  2002 - September 2004
Wachoiva Bank, NA   1996 - 2002
Wachovia Bank, NA  1992 - 1996
Wachovia Bank, NA  August 1988 - 1992
US Treasury, OCC   May 1983 - August 1988

Skills
Banking, Risk Management, Financial Risk, Governance, OFAC, Operational Risk, AML, Financial Services, Risk Assessment, Internal Audit, Regulations, Bank Secrecy Act, Loans, Portfolio Management, USA PATRIOT Act, Securities, Anti Money Laundering, Cross-functional Team..., Leadership, Teamwork

Education
Wake Forest University School of Business   1988 — 1992
MBA, Banking and Finance

Concord University   1980 — 1983
BS, Banking and Finance

Experience
United Bank  February 2014 - Present
Santander Bank, N.A.   October 2012 - January 2014
Wells Fargo  June 2009 - September 2012
Wachovia, A Wells Fargo Company   2003 - 2008
Fleet Bank  1985 - 2002

Skills
Banking, Commercial Banking, Credit, Loans, Leadership, Relationship Management, Middle Market, Portfolio Management, Sales Management, Credit Analysis, Finance, Mortgage Lending, Capital Markets, Credit Risk, Management, Commercial Lending

Education
Cornell University
MBA, Finance

University of Connecticut   1980 — 1985
BA, Political Science/International Trade and Finance

Experience
Chase Bank  March 2009 - Present
Wachovia, A Wells Fargo Company   November 2007 - February 2009

Education
Colorado State University

Experience
Wells Fargo  October 2013 - Present
Deloitte & Touche, LLP   2007 - Present
Wachovia, A Wells Fargo Company   2005 - 2007
Wachovia Securities  2004 - 2007
Toll Brothers  2001 - 2004
Lazard Freres & Co.   1997 - 1998
PaineWebber  1995 - 1997

Skills
Valuation, Investment Banking, Financial Modeling, Due Diligence, Asset Managment, Corporate Finance, Financial Analysis, Mergers, Capital Markets, Banking, Risk Management, Private Equity, Credit, Financial Structuring, Investments, Credit Risk, Strategic Financial..., Financial Risk, Loans, Strategy, Mergers

Education
Columbia University - Columbia Business School   1998 — 2000
Master of Business Administration (MBA), Finance, General

Georgetown University   1991 — 1995
Bachelor of Arts (B.A.)

Experience
Verizon Wireless  February 2013 - Present
Wells Fargo  August 2010 - July 2013
Wachovia, A Wells Fargo Company   January 2009 - July 2011
Bank of America  January 2004 - August 2008

Skills
Direct Sales, Telecommunications, Solution Selling, Customer Retention, Account Management, Management, Cold Calling, Mobile Devices, Sales Operations, Wireless, Sales, Sales Process, Customer Experience, B2B, Customer Service, Retail Banking, Sales Management, Credit Analysis, Loans, Salesforce.com

Education
William Paterson University of New Jersey   2006 — 2010
Bachelor of Arts (B.A.), Education

County College of Morris

County College of Morris

Experience
Santander Bank, N.A.   May 2012 - October 2014
Bank of America  March 2010 - May 2012
MetLife  April 2009 - March 2010
Wachovia, A Wells Fargo Company   October 2006 - December 2009

Skills
Financial Services, CRM, Relationship Management, Finance, Credit, Strategic Financial..., Loans, Selling, Investments, Banking, Management, Leadership and..., Executive level..., Analysis, Sales

Education
Cornell University   2012 — 2012
Financial Management Certificate Program

Northwood University - Richard DeVos Graduate School of Management   1998 — 1999
MBA, Intergrated Management

Northwood University   1997 — 1998
Bachelor of Business Administration, Cum Laude

United States International University   1994 — 1997
Bachelor of Science, International Business Administration

Experience
PHanToM4   August 2014 - Present
the Church  January 2011 - Present
Civil Air Patrol  January 2004 - Present
Madison Investment Advisors  February 1997 - Present
Wachovia, A Wells Fargo Company   March 1993 - January 1997
Bank of America  March 1990 - March 1993
first bank of whiting   1986 - 1989

Skills
Chartered Financial..., Commissioned Minister..., Investments, Asset Management, Excel, Portfolio Management, Trading, Microsoft Office, Risk Management, Financial Analysis, Fixed Income, Research, Finance, Leadership, Mutual Funds, Microsoft Excel, Asset Managment, Series 7

Education
Concordia Seminary   2010 — 2014
SMP, Pastor Formation

Concordia University-Wisconsin   2005 — 2009
Certified Lay Minister of Religion, Religion

Indiana University-Northwest   1987 — 1989
M.B.A., Finance & Accounting

Valparaiso University   1982 — 1986
B.S. Business Administration, Finance

james madison high school

Experience
Accurate Methods Consulting, LLC   November 2012 - September 2015
Blue Sky Miami   December 2011 - September 2012
Urbaniza Realty   October 2010 - January 2011
Law Offices of Steve Rossi   March 2010 - January 2011
Apple Inc.  March 2008 - June 2010
Wachovia, A Wells Fargo Company   October 2009 - March 2010

Skills
Banking, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, TOPS Management Software, Macintosh Applications, QuickBooks, Accounting, Accounts Payable, Accounts Receivable, Financial Analysis, Tax, Financial Statements, Photoshop, Time Management, Customer Service, Microsoft Office, Journal Entries, Account Reconciliation, Payroll, Small Business, Tax Preparation, Corporate Tax, Tax Accounting, Financial Reporting, Budgets, Project Management, Invoicing, Management

Education
Nova Southeastern University   2012 — 2015
Master’s Degree, Accounting, 3.2

University of Miami   2008 — 2011
BA, Economics

Cornell University   2005 — 2008
Labor and Industrial Relations

Experience
Wachovia, A Wells Fargo Company   September 2003 - Present

Skills
SDLC, Risk Management, Banking, Program Management, Process Improvement, Vendor Management, PMO, Business Analysis, Project Portfolio..., Portfolio Management, Business Process..., PMP, Change Management, Requirements Gathering, Requirements Analysis

Education
CUNY New York City College of Technology
Master of Computer Applications (MCA)

Experience
Wells Fargo  October 2011 - Present
Wells Fargo Home Mortgage  May 2009 - October 2011
Wachovia, A Wells Fargo Company   October 2005 - May 2009
National Association of Home Builders  September 2003 - October 2005
National Confectioners Association  October 2002 - September 2003

Skills
Corporate Communications, Strategic Communications, Internal Communications, Press Releases, Editing, Blogging, Copywriting, Leadership, Content Strategy, Writing, Web Content, Communications Planning, Copy Editing, Social Media, Journalism, Speech Writing, Event Management, Public Relations, Marketing, Marketing Communications, Crisis Communications, Training, Management, Nonprofits, Fundraising, Content Management, Facebook, Publications, Content Development, Communication Training, Change Management, Brand journalism

Education
Davidson College   1993 — 1997
BA, English

Experience
Cigna-HealthSpring  January 2014 - Present
CareFirst BlueCross BlueShield  May 2012 - December 2013
Broad-Path Healthcare Solutions   September 2013 - October 2013
CareFirst BlueCross BlueShield  September 2011 - May 2012
Wachovia, A Wells Fargo Company   August 2010 - December 2010
Wells Fargo Financial  May 2010 - July 2010

Skills
Customer Service, Leadership, Sales, Employee Benefits, Customer Satisfaction, Microsoft Office, PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Accounting, Finance, Human Resources, Insurance, Time Management

Education
Colorado Technical University   2011 — 2012
Master of Business Administration, Business Administration; Marketing; Marketing/Business Management

Delaware State University   2005 — 2010
Bachelors, Business, Management, Marketing, and Related Support Services

Experience
Jekyll Recruiting   December 2014 - Present
Kannar Earth Science   June 2014 - December 2014
Supported Mother Doula Service   January 1994 - February 2012
Knollwood Lakes HOA   January 2003 - November 2008
Wachovia, A Wells Fargo Company   February 1991 - January 1992
AAA Auto Club South  December 1989 - November 1990
Pickett Suite Hotel ( now Hilton suites)   April 1988 - May 1989

Skills
Childbirth, Babies, Customer Service, Pregnancy, Wellness, Microsoft Office, Holistic Health, Public Speaking, Research, PowerPoint, Lactation, Prenatal Care, Microsoft Word, Mindfulness, Stress, Healing, Birth

Education
Dekalb Community College   2007 — 2008
Business Admin

Dekalb Community College   1991 — 1992
Business Admin

Kennesaw State University   1988 — 1989
Business Admin

Experience
Wells Fargo  January 2013 - Present
Wells Fargo  November 2011 - December 2012
Wells Fargo  March 2010 - October 2011
Wachovia, A Wells Fargo Company   August 2008 - March 2010
Wachovia, A Wells Fargo Company   June 2006 - August 2008
Wachovia, A Wells Fargo Company   June 2002 - June 2006

Skills
Access, PowerPoint, Project Management, Microsoft Word, Process Improvement, Data Analysis, Microsoft Excel, Visio, Requirements Gathering, Financial Analysis, Banking, Human Resources, Management, Risk Management

Education
Davidson College   1998 — 2002
BA, Economics

Experience
BBVA Compass  2015 - Present
JPMorgan Chase  May 2013 - February 2015
BBVA Compass  December 2007 - May 2013
International Bank  December 2007 - August 2011
Wachovia, A Wells Fargo Company   2004 - 2006
Porvenir  August 1995 - August 2001

Skills
Bilingual-Spanish, Team Management, Tax Preparation, Leadership, Coaching, Banking, Training, Sales, CRM, Team Building, Finance, Customer Service, Negotiation, Credit, Retail Banking, Financial Analysis, Accounting, Cross Selling, Commercial Banking, Risk Management, Portfolio Management, Relationship Management, Mortgage Lending, Insurance, Small Business Lending, Treasury Management, Credit Risk, Commercial Lending, Sales Management, Consumer Lending, Strategic Financial..., Mutual Funds

Education
Cornell University   2011 — 2011
Effective communication., Management

Universidad de San Buenaventura   1992 — 1999
CPA, Economics

Experience
Holland Financial   July 2010 - Present
Wachovia, A Wells Fargo Company   January 2005 - January 2010
Wachovia Bank  January 2001 - January 2005
Wachovia, A Wells Fargo Company   January 1994 - January 2001
Wachovia Bank  January 1989 - January 1994

Skills
Investments, Retirement Planning, Retirement, Investment Advisory, Insurance, Strategic Financial..., Relationship Management, Portfolio Management, Credit, Financial Services, Investment Strategies, Fixed Annuities, Wealth, Finance, Financial Advisory

Education
University of Florida - Warrington College of Business Administration   2015 — 2019
Bachelor’s Degree, Business Administration

Daytona State College
Associate of Arts (A.A.), Associate of Arts (A.A.)

Experience
Deutsche Bank  August 2014 - Present
Barclays Capital  February 2011 - August 2014
BP Shoes Inc   March 2005 - December 2008
CMC Markets  August 2003 - March 2005
Wachovia, A Wells Fargo Company   June 2002 - August 2003

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2009 — 2010
M.S., OR: Finance

University of Pennsylvania
Post-Baccalaureate, Mathematics, Economics, Statistics

Yale University
B.A., Political Science: International Relations

Experience
Infosys  March 2015 - Present
John Wiley (TCS) – Somerset, NJ   December 2013 - February 2015
G&S Consulting Inc   November 2012 - November 2013
CareCore National  April 2011 - October 2012
Wachovia, A Wells Fargo Company   May 2007 - September 2009
Fannie Mae Foundation  January 2006 - May 2007
Social Security Administration  May 2005 - October 2005
IBM  1995 - 2002

Skills
Disaster Recovery, System Administration, Data Center, Databases, High Availability, IBM iSeries, Storage, Operating Systems, DB2, Networking, Virtualization, Security, Linux, Infrastructure, SAN, Enterprise Architecture, Testing, Red Hat Linux, Computer Security, IT Management, Hardware, IT Service Management, IBM AIX, Systems Analysis, HMC, AIX, Network Administration, Information Security, IBM Storage DS8870, ITIL Process, Oracle RAC

Education
Herzing College   1987 — 1989
Computer Programming Analyst, IT

Concordia University   1985 — 1987
Computer science, Computer Engineering

Related, I think..

Shapor High

Experience
The Wharton School  August 2014 - Present
The Boston Consulting Group  July 2013 - August 2014
The Boston Consulting Group  July 2011 - July 2013
GE Healthcare  June 2010 - August 2010
Barclays Capital  June 2009 - August 2009
Wachovia, A Wells Fargo Company   June 2008 - August 2008
North Carolina Museum of Art  2007 - 2008

Skills
Research, Microsoft Office, PowerPoint, Business Strategy, Microsoft Excel, Strategy, Corporate Finance, Strategic Consulting, Financial Modeling, Mandarin, Social Media, Financial Analysis, Management Consulting, Valuation, Economics, Market Research, Project Management, Data Analysis

Education
University of Pennsylvania - The Wharton School   2014 — 2016
Master of Business Administration (MBA)

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2007 — 2011
Bachelor of Business Administration (B.B.A.)

The Chinese University of Hong Kong   2010 — 2010

Copenhagen Business School   2009 — 2009

Experience
Wachovia, A Wells Fargo Company   September 2004 - June 2005
Dillards  September 2001 - May 2004
Dillards  September 1996 - September 2001
Dillards  June 1990 - September 1996

Skills
Merchandising, Retail, Inventory Management, Customer Service, Negotiation, Sales Management, Training, Pricing, Event Management, Budgets, Project Planning, Purchasing, Risk Management, Microsoft Office, Time Management, Banking, Coaching, Strategic Planning, Analysis, Process Improvement, Market Planning, Executive Management, Supervisory Skills, PowerPoint, Customer Relations, Budgeting, Problem Solving, Excel, Teamwork, Children's Theatre, School Library Media

Education
University of North Carolina at Greensboro   1986 — 1990
BS, Apparel Marketing & Merchandising, 3.87 GPA

Collin County Community College   2013 — 2015
Continuing Education Program, Spanish

Experience
Thomson Reuters  September 2010 - Present
Liquidnet  May 2007 - September 2010
Wachovia, A Wells Fargo Company   December 2005 - April 2007
Credit Suisse First Boston  March 1997 - December 2005

Skills
Market Data, Financial Markets, Team Leadership, Vendor Management, Product Management, Electronic Trading, Equities, Reference Data, RMDS, Reuters, SharePoint, Unix, Business Analysis, Management, IT Management, Trading Systems, Financial Services, Program Management, Hedge Funds, Fixed Income, Project Management, Capital Markets, Strategy, SDLC, CRM, Trading, Bloomberg, Investment Banking, Project Portfolio..., Business Intelligence, Equity Trading, Low Latency, Derivatives, Software Development, Equity Derivatives, Credit Derivatives, FX Options, Options, Sybase, Emerging Markets, Databases, Quantitative Finance, Interest Rate..., Quantitative Analytics, Structured Products, Analysis, Securities, Portfolio Management, Risk Management

Education
Columbia University - Columbia Business School
MBA, Finance and Management

Columbia University - Fu Foundation School of Engineering and Applied Science
MS, Biomedical Engineering

The Cooper Union for the Advancement of Science and Art
BE, Chemical Engineering

Experience
Wells Fargo Insurance Services USA, Inc.   March 1998 - Present
Wells Fargo  1998 - Present
Wachovia, A Wells Fargo Company   1998 - Present

Education
Colorado State University   1965 — 1969

Experience
Clear Markets   October 2014 - Present
Ally Financial Inc.  December 2013 - October 2014
Ally Financial Inc.  January 2012 - November 2013
Bank of America  December 2009 - December 2011
Wachovia, A Wells Fargo Company   September 2005 - December 2009
ProKarma  February 2002 - August 2005
Cybermate Infotek  1996 - 2001

Skills
SDLC, SOA, Software Project..., Enterprise Architecture, Agile Methodologies, Requirements Analysis, Business Analysis, Solution Architecture, Web Services, Weblogic, Java Enterprise Edition, Spring, Oracle, Data Warehousing, Integration, WebLogic, Spring Framework

Education
Harvard Extension School   2011 — 2015
Master's degree, Computer/Information Technology Administration and Management

College of Engineering, Trivandrum   1992 — 1996
B. Tech., Industrial Engineering

Experience
Wells Fargo  August 1994 - Present
Wells Fargo US Corporate Bank   1994 - Present
Wachovia Bank  1994 - Present
Wachovia, A Wells Fargo Company   1994 - Present

Skills
ACH, Banking, Cash Management, Commercial Banking, Commercial Lending, Credit, Financial Analysis, Financial Services, Payments, Portfolio Management, Risk Management, Treasury, Treasury Management, Treasury Services, Working Capital...

Education
Columbus State University   1984 — 1987

Experience
Wells Fargo  August 2014 - Present
Wells Fargo  April 2014 - August 2014
Wells Fargo  April 2013 - April 2014
Wells Fargo  April 2011 - April 2013
Wachovia, A Wells Fargo Company   June 2010 - April 2011
Superior Court of Athens-Clarke & Oconee Counties   May 2006 - December 2009

Skills
Banking, Retail Banking, Customer Service, Cross Selling, Financial Services, Sales, Fraud Prevention, Fraud Detection

Education
Georgia Southwestern State University   2012 — 2014
Bachelor's Degree, Accounting

The University of Georgia   2005 — 2009
ABJ, Magazines/Journalism

Columbus State University   2002 — 2005
Communication

Experience
branch banking & trust co  August 2013 - Present
BB&T  November 2005 - August 2013
Wachovia, A Wells Fargo Company   May 2001 - November 2005
Wells Fargo  2001 - 2005
Wachovia  2001 - 2005

Education
Concordia University   1982 — 1985
business

Experience
AxisPoint Health  June 2015 - Present
McKesson  July 2007 - May 2015
TransFirst  March 2005 - July 2007
The Home Depot  February 2002 - November 2004
Federated Systems Group  June 2001 - December 2001
Certegy  July 2000 - April 2001
SunTrust Bank  January 2000 - June 2000
Certegy  July 1998 - December 1999
Wachovia, A Wells Fargo Company   March 1996 - June 1998
TSYS  April 1994 - March 1996

Skills
Testing, Business Analysis, Program Management, Software Documentation, Quality Assurance, Analysis, Cross-functional Team..., Requirements Gathering, Requirements Analysis, Visio, Databases, SDLC

Education
University of Denver College of Law   2006 — 2010
JD, Law

Columbus State University   1993 — 1994
BS, Computer Science

Georgia Southern University   1989 — 1993
BA, English

Experience
Benchmark Bank  April 2012 - Present
FDIC (Contractor/Imprimis)   February 2012 - March 2012
Home Savings of America  July 2009 - February 2012
Wachovia, A Wells Fargo Company   November 2006 - December 2008
World Savings  1990 - 2006
ISC Systems/Olivetti International   1982 - 1990
World Savings  1970 - 1982

Skills
FHA, Loan Origination, Problem Analysis, Mortgage Banking, Loans, Mortgage Lending, Compliance, Problem Solving, Underwriting, Residential Mortgages, Risk Management, Loan Servicing, Refinance, Banking, Management, Credit, Finance, Commercial Banking, Financial Risk, Portfolio Management, Financial Services, Executive Management, Credit Risk, Real Estate, Due Diligence, Credit Cards, Investment Properties

Education
Colorado College
BA

Punahou School

Experience
CGI  April 2015 - Present
CGI  March 2013 - April 2015
BB&T  June 2008 - April 2012
Wachovia Bank  July 1996 - June 2006
Wachovia, A Wells Fargo Company   1996 - 2006
Wachovia, A Wells Fargo Company   1996 - 2006
Hagemeyer North America (then Cameron & Barkley)   July 1993 - June 1996
BlueCross BlueShield of SC  May 1990 - June 1992
PMSC  September 1987 - May 1990

Skills
DB2, JCL, Business Analysis, Business Requirements, CICS, COBOL, EDI, IBM Mainframe, MVS, Mainframe, Production Support, Programming, Requirements Analysis, Requirements Gathering, SDLC, SQL, SharePoint, TSO, VSAM, Visio, ISPF, z/OS, Software Development, Fileaid, Software Project...

Education
Converse College   1983 — 1987
BA, Math/Computer Science

Experience
Evergreen Investments  November 2007 - June 2009
Evergreen Investments  April 2003 - October 2007
Wachovia, A Wells Fargo Company   May 2002 - April 2003
First Union National Bank  August 2000 - May 2002

Education
University of South Carolina-Columbia   2010 — 2011
Psychology

University of Delaware   1997 — 2000
International Relations

College of Charleston   1996 — 1997

Experience
COUNTRY Financial ®  July 2012 - Present
Adams Bank & Trust  June 2010 - April 2012
Wachovia, A Wells Fargo Company   July 2007 - May 2010
CitiFinancial  November 2005 - July 2007
Key Bank  November 2004 - November 2005
Northwestern Mutual  September 2000 - November 2004

Skills
Retirement Planning, Fixed Annuities, Retirement, Commercial Insurance, Property & Casualty..., Life Insurance, Disability Insurance, Umbrella Insurance, Health Insurance, Term Life Insurance, Long Term Care Insurance, Business Development, Estate Planning, Finance, Financial Services, Insurance, Investments, Long-term Care, Risk Management, Property, Strategic Financial..., Small Business, Securities, Portfolio Management, Financial Planning

Education
Colorado State University   1997 — 2001
Speech Communications

Experience
Happy in Retirement   January 2013 - Present
First Southern Bank  September 2010 - Present
Wachovia, A Wells Fargo Company   1986 - 2004

Education
University of North Carolina at Chapel Hill   1961 — 1962
MBA, Finance

Davidson College   1957 — 1961
BS, Math Physics

Experience
BK Consulting   January 2005 - Present
Georgia Planned Giving Council   1997 - 2010
Arthritis Foundation  2000 - 2009
Wachovia, A Wells Fargo Company   1997 - 2005
First Union National Bank  1997 - 2001

Skills
Philanthropy, Non-profits, Fundraising, Estate Planning, Planned Giving, Investments, Strategic Planning, Strategic Financial..., Public Speaking, Volunteer Management, Insurance, Grant Writing, Retirement, Grants, Community Outreach, Nonprofits, Annual Giving, Board Development, Non-profit..., Charities, Program Development, Leadership Development, Community Development, Strategic Communications, Stewardship, Organizational..., Workshop Facilitation, Proposal Writing, Leadership, Staff Development, Event Planning, Non-profit Board..., Foundations, Volunteering, Public Relations, Resource Development, Program Evaluation, Newsletters, Media Relations, Funding, Policy, Trusts, Event Management, Volunteer Recruiting, Small Business

Education
Concordia University, Nebraska
Education

National Graduate Trust School

Wisner High School

Experience
The Family Place  June 2008 - Present
Code Hatchery   September 2007 - April 2008
Wachovia, A Wells Fargo Company   January 2007 - September 2007
Wells Fargo  May 2001 - November 2006
Edelman  January 2000 - March 2001
Pizza Hut  August 1996 - December 1999

Education
Collin County Community College
general course work

Texas A&M University-Commerce
Journalism, Psychology

Experience
Winstead PC  October 2013 - Present
Alston & Bird LLP  February 2011 - Present
Hessel, Aluise and Neun, P.C.   May 2010 - March 2011
Wachovia, A Wells Fargo Company   August 2009 - September 2010
Cadwalader, Wickersham & Taft LLP   November 2000 - March 2009

Skills
Commercial Real Estate, Corporate Law, Due Diligence, Loans, Real Estate

Education
Suffolk University Law School   1996 — 1999
J.D.

Cornell University   1990 — 1994
B.S., Urban and Regional Studies

Experience
Colorado Technical University  February 2011 - Present
Higherone Bank   January 2010 - August 2011
Ivy Ridge Capital   January 2007 - January 2009
Wachovia, A Wells Fargo Company   October 1989 - March 2007

Skills
Customer Service, Data Entry, Time Management, ICD-9, Management, Telephone Skills, Medical Billing, Microsoft Office, Photocopier, Medical Terminology, Filing, Team Building, Invoicing, Spreadsheets, Medical Records, Medical Coding, Microsoft Word, Accounts Payable, Office Management, HIPAA, 10 Key, Fax, Administrative..., Credit, Outlook, CPT, Microsoft Excel, QuickBooks, Teamwork, Office Administration, Office Equipment, Phone Etiquette, Accounts Receivable, Multi-line Phone, Leadership, Appointment Scheduling, Medical Transcription, Project Management, Copying, General Office Duties, Receptionist Duties, Call Centers, Microsoft Office 2007, Clerical Skills, Process Scheduler, HIPAA Certification, Strategic Planning

Education
Lavell Bible College-NOBTS   2014 — 2015
Biblical Training Certification, Pre-Theology/Pre-Ministerial Studies, A-

Colorado Technical University-Online   2013 — 2015
Bachelor of Science (BS), Health/Health Care Administration/Management, 3.8 GPA

Colorado Technical University   2011 — 2013
Associate of Science in Health Administration Services, Healthcare Administration

Dudley Hughes Vocational   1968 — 1970
High School Diploma, Academic

Experience
Triple Point Technology  July 2012 - Present
American Bureau of Shipping  March 2011 - July 2012
Wachovia, A Wells Fargo Company   January 2010 - March 2011
FocusFrame  April 2008 - August 2009
Good Guys Consulting   October 2007 - March 2008
United States Air Force  April 2002 - September 2007

Education
Community College of the Air Force   2002 — 2007
N/A, Computer Science

Experience
Bank of America  February 2013 - Present
Duke Energy Corporation  September 2012 - Present
Bank of America  August 2010 - July 2012
TIAA-CREF  February 2009 - March 2010
Wachovia, A Wells Fargo Company   2008 - 2009
TIAA-CREF  April 2006 - April 2008
Wachovia, A Wells Fargo Company   August 2003 - June 2005
Knowledge Impact  2000 - 2001
UnitedHealth Group  May 1996 - April 1999
National Defense University  May 1995 - June 1996

Skills
Project Management, Financial Management..., Risk Management, Software Development, MS Project, Project Planning, Agile Methodologies, Software Development..., Agile & Waterfall..., Program Facilitation, Training Delivery, SDLC, Project Portfolio..., Business Analysis, Vendor Management, PMO

Education
Southeastern University   1998 — 2000
MBA, Information Systems

Columbia Union College   1993 — 1996
BS, Business Management

N.C. A&T S.U.   1988 — 1990
Business Administration

Experience
TD Ameritrade  January 2010 - May 2011
WACHOVIA: A WELLS FARGO COMPANY  October 2008 - October 2009
WACHOVIA SECURITIES  August 2005 - October 2008
New York Life Insurance Company  July 2004 - April 2005

Education
College of the Holy Cross   1999 — 2003
Bachelor of Arts (BA), History

Chaminade High School   1995 — 1999

Experience
BBVA Compass  2008 - December 2013
Wachovia, A Wells Fargo Company   2005 - 2007
Bank of America  2003 - 2005

Skills
Trilingual: English,..., Loans, Mortgage Lending, Banking, Credit, Credit Analysis, Retail Banking, Loan Origination, Commercial Lending, Cross Selling, Mortgage Banking, Residential Mortgages, Consumer Lending, Lines Of Credit, Branch Banking, Deposits, Core Banking, Relationship Management, Operational Risk, Customer Service, Referrals, Payments, Loan Servicing, Portfolio Management, First Time Home Buyers, Financial Risk, Operational Risk..., Cash Management, Internet Banking, Credit Cards, Refinance, Real Estate Financing, Branch Management, Risk Management, Small Business Lending, Sales, Investment Properties, Financial Services, KYC, Financial Transactions, Home Equity Loans, Merchant Services, Mortgage Servicing, Finance, Real Estate Transactions, Home Equity Lines of..., Sales Presentations, Cards, Back Office, Debit Cards

Education
Collin County Community College
Business

Experience
HGA  December 2011 - Present
The Myers Group  November 2007 - July 2010
Booth Research Services   2002 - 2005
Scientific Atlanta, A Cisco Company  June 2000 - 2002
Wachovia, A Wells Fargo Company   1994 - 2000
The Coca-Cola Company  1989 - 1994

Skills
Data Analysis, Marketing Communications, Market Research, Quantitative Research, Segmentation, Marketing Research

Education
Davidson College   2010 — 2010
Yes

University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA

Webb School

Experience
Wells Fargo  July 2015 - Present
Wachovia, A Wells Fargo Company   June 2010 - July 2015
Wells Fargo  June 2009 - June 2010
Starbucks  September 2007 - July 2009
The Savannah Bancorp  May 2005 - December 2007

Skills
Banking, Credit, Customer Service, Finance, Leadership, Loans, Microsoft Office, Microsoft Word, Retail Banking, Risk Management, Commercial Banking, Credit Analysis, Financial Analysis, Portfolio Management, Sales

Education
Columbus State University   2003 — 2009
Music Teacher Education

Experience
Wells Fargo  August 2010 - Present
Wells Fargo  June 2007 - August 2011
Wachovia, A Wells Fargo Company   October 2004 - June 2007
Bank of America  May 2002 - September 2004
Bank of America  September 2001 - May 2002

Skills
Strategic Planning, Analytics, Cross-functional Team..., Segmentation, Market Research, Data Analysis, SAS, Process Improvement, Business Strategy, Direct Marketing, Program Management, Analysis, Mortgage Lending, Management, Banking, Leadership, Credit, Portfolio Management, Customer Acquisition, Marketing, Six Sigma, Customer Retention, Financial Services

Education
University of North Carolina at Charlotte   2000 — 2002
Master's Degree, Economics (Finance concentration)

Davidson College   1997 — 2000
Bachelor's Degree, Psychology

Experience
First Presbyterian Church  March 2014 - Present
Wachovia, A Wells Fargo Company   June 1985 - November 1991

Skills
Financial Analysis, Credit, Banking, Strategic Planning, Mergers & Acquisitions, Leadership, Public Speaking, Portfolio Management, Investments, Fundraising, Team Building, Strategy, Management, Due Diligence, Program Management

Education
Fuqua School of Business, Duke University   1983 — 1985
Masters of Business Administration, finance

Davidson College   1979 — 1983
Bachelor of Arts, Economics

First Presbyterian Church

Experience
Fidelity Investments  October 2014 - Present
Fidelity Investments  May 2012 - October 2014
Merrill Lynch  November 2011 - March 2012
Wells Fargo  November 2006 - September 2011
Wachovia, A Wells Fargo Company   November 2006 - May 2011
Wells Fargo Bank  November 2006 - May 2011

Skills
Investment Strategies, Securities, series 9, series 10, Series 7, Series 63, Investments, Wealth Management, Retirement Planning, Mutual Funds, IRAs, Asset Allocation, Financial Advisory, Portfolio Management, Retirement, Strategic Financial..., Wealth Management...

Education
Colorado State University-Global Campus   2014 — 2017
Business Management

Northern Arizona University   2003 — 2004
Secondary Education

Northern Arizona University   2003 — 2004

Rio Salado College   2001 — 2003

Deer Valley High School   1999 — 2003

Experience
PHH Mortgage  September 2011 - Present
Merrill Lynch  September 2010 - July 2011
Wachovia, A Wells Fargo Company   September 2002 - June 2010

Skills
Investments, Portfolio Management, Asset Managment, Series 7, Loans, Real Estate, Mortgage Lending, Credit, Loan Origination, Credit Analysis, Mortgage Banking, Underwriting, Asset Management, Commercial Lending

Education
Concorde Career Institute-Jacksonville   2001 — 2002

First Coast High School   1996 — 1999

Experience
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

Experience
Local Community Bank  February 2010 - Present
Wachovia, A Wells Fargo Company   November 2005 - January 2010
South Trust Bank  1998 - 2005

Skills
Small Business Lending, Credit Analysis, Mortgage Lending, Portfolio Management, Credit Risk, Cash Management, Financial Analysis, Asset, Asset Managment, Risk Management, Lines Of Credit, Consumer Lending, Finance, Retail Banking, Cross Selling, Private Banking, Due Diligence, Restructuring, Loan Origination, Real Estate

Education
Florida State University - College of Business   2003 — 2005
BS, Finance and Marketing

Daytona Beach Community College   2001 — 2003
Associate of Arts (A.A.)

Experience
Babson Capital Management  April 2006 - Present
Wachovia, A Wells Fargo Company   April 2002 - April 2006
Bear Stearns  2000 - 2002
Bank of America  October 1996 - September 2000
Accenture  September 1993 - October 1996

Skills
Alternative Investments, Hedge Funds, Structured Products, Fixed Income, Capital Markets, Structured Finance, Securitization, Asset Managment, High Yield, Investments, Equities, Portfolio Management, Private Equity, Investment Banking, Series 7, ABS, CDO, Valuation, Securities, Financial Structuring

Education
Cornell University

Liverpool High School

Experience
Wachovia, A Wells Fargo Company   August 2010 - August 2011
Wells Fargo Financial  June 2009 - August 2010
Wells Fargo Financial  March 2008 - June 2009

Education
Colorado Technical University   2011 — 2012
Masters in Business Administration, Concentration in Accounting

Wayne State College   2003 — 2007
Bachelor of Science, Mathematics

Experience
Master Restorations Ltd.   April 2014 - Present
TDC Family Trust   September 2012 - October 2013
QIC  September 2009 - July 2012
QIC  February 2006 - September 2009
Wachovia, A Wells Fargo Company   May 2005 - June 2006
Invesco Ltd.  May 1992 - May 2006

Skills
Asset Managment, Investment Strategies, Portfolio Management, Investments, Equities, Fixed Income, Alternative Investments, Asset Allocation, Wealth Management, Financial Modeling, Valuation, Investment Management, Private Equity, Financial Analysis, Hedge Funds, Due Diligence, Risk Management, Strategic Financial..., Investment Banking, Financial Risk

Education
University of Colorado at Denver   1994 — 1996
MS, Finance, Statistics

Colorado State University   1988 — 1991
BS, Finance

Experience
Corrib Biofuels Holdings   October 2013 - Present
Corrib Biofuels Holdings   October 2012 - Present
Angelo, Gordon & Co.   February 2012 - September 2012
Evolution Energies LLC   2009 - September 2012
Bear Stearns  2007 - 2008
Wachovia, A Wells Fargo Company   2004 - 2007
Merrill Lynch  2000 - 2003
KPMG  1996 - 1999

Skills
Investment Banking, Asset Management, Accounting

Education
Columbia Business School   1999 — 2001
MBA, Finance

University of Notre Dame   1991 — 1995
BBA, Accounting

Loyola School
High School