Wachovia, A Wells Fargo Company
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Wachovia, A Wells Fargo Company Employees
Forsyth Technical Community College December 2011 - Present
Wachovia, A Wells Fargo Company March 1989 - July 2009
WACHOVIA/WELLS FARGO January 1989 - January 2009
WINSTON PRINTING CO January 1980 - August 1987
Skills
Service Delivery, Mail Server, Customer Service, Customer Support, Organizational..., Projects, Clerical Work, Data Processing, Team Performance, Training, Microsoft Excel, Customer Satisfaction, Team Building, Process Improvement, Software Documentation, Inventory Management, Time Management, Outlook, Budgets, Public Speaking, Research, Management, Microsoft Word, Retail, Leadership Development, Access, Employee Relations, Process Scheduler, Event Management, Data Entry, Supervisory Skills, Sales, Policy, PowerPoint, Team Leadership, Administrative..., Social Networking, Event Planning, Analysis, Logistics, Fundraising, Operations Management, Strategic Planning, Project Planning, Teamwork, Microsoft Office, Purchasing, Inventory Control, Accounting, Marketing
Education
East Carolina University 1977 — 1980
Bachelor, Parks, Recreation and Conservation
Davidson County Community College 1976 — 1977
Associate, Transferred Program
Forsyth Tech College 2009 — 2010
business
Forsyth County Public Library/Winston Net 2011 — 2011
Wells Fargo Home Mortgage October 2009 - Present
Consulting and Contracting December 2008 - October 2009
Wachovia, A Wells Fargo Company 2004 - 2008
Rose International 2003 - 2004
USAA 2002 - 2003
Kana 2000 - 2001
Daman Consulting 1998 - 2000
Computer Tech 1995 - 1997
Skills
SDLC, PMP, Business Analysis, Visio, Vendor Management, Requirements Analysis, Business Intelligence, CRM, Data Warehousing, Microsoft SQL Server, Oracle, Process Improvement, Business Requirements, Program Management, Project Management, Requirements Gathering, SQL, Software Project..., Testing
Education
Duquesne University 1991 — 1995
Bachelor of Science, Computer Science
Standard Insurance Company & StanCorp Financial Group (NYSE: SFG) July 2014 - Present
MUFG Americas Holdings Corporation July 2013 - Present
eBay Inc February 2013 - June 2013
PayPal 2011 - February 2013
Western Union March 2009 - June 2010
Wachovia, A Wells Fargo Company June 1989 - March 2009
Wachovia Bank 2007 - 2009
Deutsche Bank June 1982 - August 1987
Skills
Payments, Retail Banking, Commercial Banking, Capital Markets, Analytics, Strategy, Product Management, Segmentation, Business Strategy, E-commerce, Financial Services, Marketing Strategy, Business Development, CRM, Credit Cards, Customer Acquisition, Executive Management, Leadership, Management Consulting, Management, Product Marketing, Social Media Marketing, Strategic Partnerships
Education
Duke University 1987 — 1989
MBA, Finance concentration, Fuqua Scholar, top 10%
Indian Institute of Management, Ahmedabad 1980 — 1982
MBA, Marketing concentration
Lady Shri Ram College, Delhi 1977 — 1980
B.A., Economics
Wipro Technologies November 2011 - Present
Atmos Energy August 2011 - November 2011
Wachovia, A Wells Fargo Company January 2011 - August 2011
Shell Trading July 2009 - April 2010
SunGard Energy February 2008 - July 2009
OpenLink Financial March 2001 - February 2008
Natsource LLC July 1999 - March 2001
Skills
Commodity Markets, ETRM, Business Analysis, Endur, Options, Openlink, SDLC, Commodity, Trading Systems, Derivatives, Market Risk
Education
Dowling College 1992 — 1996
Coty October 2013 - March 2014
Caterpillar BCP August 2011 - March 2012
Wachovia, A Wells Fargo Company April 2010 - April 2011
Raymond James Ltd. January 2007 - April 2007
Skills
SQL, Visual Basic, Python, XHTML, XML, Web Application Design, Database Administration, C#, HTML, PHP, Database Design, Microsoft SQL Server, Visual Studio, MySQL, Access, Business Intelligence, Databases, Microsoft Office, Data Analysis, CSS, Microsoft Excel, Visio, Business Analysis, VBA, Programming, .NET, Process Improvement, Requirements Analysis
Education
East Carolina University 2005 — 2009
Bachelor of Science, Economics
Wachovia, A Wells Fargo Company Personal Banker 2Wells FargoApril 2011 - Present
Skills
Credit, Credit Analysis, Small Business Lending, Mortgage Lending, Commercial Banking, Consumer Lending, Banking, Loans, Commercial Lending, Lines Of Credit, Loan Origination, Coaching, Leadership, Sales, Customer Service, Management
Education
Delgado Community College
Business, Management, Marketing, and Related Support Services
Dell February 2001 - Present
Wachovia, A Wells Fargo Company August 1999 - February 2001
Skills
Toad, Quality Assurance, Management, Software Development, Oracle, Leadership, Agile Methodologies, Requirements Analysis, Enterprise Software, Databases, SQL, Cloud Computing, Version Control Tools, Test Automation, PL/SQL
Education
East Carolina University 1995 — 1999
BSBA, Management Information Systems
Ernst & Young 2011 - 2012
Accenture 2007 - 2011
Wachovia, A Wells Fargo Company 2007 - 2007
Merrill Lynch 2006 - 2007
Ethel's Chocolate Lounge 2006 - 2007
Skills
Microsoft Excel, Financial Reporting, Strategic Financial..., Financial Analysis, Financial Modeling, Process Improvement, Cost Reduction Planning, Internal Controls, Transitioning, Offshore Management, Forecasting, Team-oriented, Variance Analysis, Financial Forecasting, Data Analysis, SAP BW, Event Planning, Budget, Strategic Planning
Education
DePaul University 2004 — 2008
Bachelor, Finance, Accounting
Hickmon & Perrin, PC April 2006 - Present
Hickmon & Perrin, PC April 2006 - Present
Hickmon & Perrin, PC 2006 - Present
Hedrick Gardner Kincheloe & Garofalo November 2009 - March 2012
McGuireWoods 2003 - 2006
Williams Mullen 2001 - 2003
First Citizens Bank 1995 - 1998
Wachovia, A Wells Fargo Company 1993 - 1995
WZYC Radio 1986 - 1988
WZYC Radio 1986 - 1988
Skills
Estate Planning, Estate Administration, Charitable Trusts, Living Trusts, ERISA, Plan Design, Claim Analysis, Fiduciary Liability, Deferred Compensation, ESOP, Estate Settlement, Trusts, Estate Law, Employee Benefits, Corporate Law, Civil Litigation, Trust Services, Retirement Planning, Litigation, Fiduciary, Wills, Real Estate, Business Planning
Education
Wake Forest University School of Law 1998 — 2001
JD, LAW
East Carolina University 1994 — 1996
Master of Business Administration (MBA)
East Carolina University - College of Business 1994 — 1996
MBA, Business
University of North Carolina at Wilmington 1987 — 1992
BSBA, Finance
United Community Bank March 2015 - Present
Regions Financial Corporation September 2012 - March 2015
SunTrust Bank February 2007 - September 2012
First Charter Bank 2003 - 2007
Wachovia, A Wells Fargo Company February 2002 - February 2003
Skills
Commercial Banking, Sales Management, Banking, Customer Relations, Loans, Credit, New Business Development, Small Business Lending, Coaching, Salesforce.com, Small Business, Team Leadership, SBA, Branch Banking, Lines Of Credit, Team Building, Customer Service, Treasury Services, Treasury Management, Credit Analysis, Mortgage Lending, Relationship Management, Finance, Mortgage Banking, Consumer Lending, Portfolio Management, Retail Banking, Loan Origination, Financial Analysis, Risk Management, Commercial Mortgages, Underwriting, Deposits, Commercial Lending, Credit Cards, Financial Services, Refinance
Education
North Carlina School of Banking at Chapel Hill 2005 — 2008
East Carolina University 1997 — 2001
BS, Political Science
East Mecklenburg High School
Medtronic June 2014 - Present
Karl Storz Endoscopy January 2012 - June 2014
CareerBuilder.com October 2008 - January 2012
Big Shoulders Fund January 2008 - December 2011
Wachovia, A Wells Fargo Company January 2004 - October 2008
Ellwood Associates January 2001 - January 2004
United States Geological Survey April 1999 - July 2001
Skills
Account Management, Marketing, Sales, Training, Networking, Medical Devices, Sales Operations, Selling, Management, New Business Development, B2B, Marketing Strategy, Customer Service
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Healthcare, Marketing
The University of Kansas 1997 — 2001
Bachelor of Science, Business, Finance
Carolina One Real Estate February 2015 - Present
Keller Williams Realty Charleston November 2012 - January 2015
ERA Real Solutions Realty December 2011 - June 2012
TIAA-CREF October 2007 - January 2010
Wachovia, A Wells Fargo Company September 2002 - October 2007
Pierce Associates September 2001 - September 2002
C-bridge Internet Solutions June 2000 - September 2001
First Union National Bank August 1997 - June 2000
BISYS Fund Services August 1993 - February 1997
Prudential Securities February 1993 - August 1993
Skills
Marketing Strategy, Market Planning, Strategic Planning, Integrated Marketing, Series 7, Product Marketing, New Business Development, Business Planning, Competitive Analysis, Business Strategy, Product Management, Marketing Management, Market Analysis, Cross-functional Team..., Sales, Real Estate, Strategic Consulting, Management Consulting, Asset Management, Asset Managment, Selling, Marketing, Strategy, Leadership, Business Development, Lead Generation, Email Marketing, Seller Representation, Relocation, Buyer Representation
Education
Hofstra University 1983 — 1986
Bachelor of Business Administration Magna Cum Laude, Marketing Major/Psychology Minor
Fuqua School of Business, Duke University 2004 — 2004
Certificate, Leadership Development Program
Hondros College 2011 — 2011
State License, Real Estate, Federal portion 93%/ State portion 90%
Lower Dauphin High School 1971 — 1976
HS Diploma, College Prep
N2 Publishing April 2015 - Present
Suddenlink Communications 2012 - June 2015
Wachovia, A Wells Fargo Company June 2004 - April 2011
BB&T December 1999 - June 2004
Skills
Employee Benefits, Loans, Small Business Lending, Coaching, Banking, Commercial Lending, Human Resources, Insurance, Consumer Lending, Underwriting, Accounting, Credit Analysis, Leadership Development, Performance Management, Series 6, Life Insurance, Mortgage Lending, Refinance, Business Development, Training, Sales, Outside Sales, Customer Service, Media Planning, Media Relations, Dependable Team Player, Leadership, Account Management, Advertising
Education
East Carolina University 2004 — 2008
Georgetown University July 2011 - Present
Georgetown University October 2009 - July 2011
Georgetown University March 2006 - October 2009
Wachovia, A Wells Fargo Company October 2004 - March 2006
Skills
Higher Education, Student Affairs, Non-profits, Community Outreach, Fundraising, Strategic Planning, Leadership Development, Event Planning, Program Development, Program Management, Strategy, Management, Nonprofits, Scheduling Management, Leadership, Policy, Policy Analysis, Organizational..., Staff Development, Operations Management, Public Policy, Operational Efficiency, Organization
Education
Georgetown University 2011 — 2014
Masters of Arts in Liberal Studies, Ethics in the Professions
East Carolina University 1997 — 2001
BA, Psychology
Breezemont Holdings February 2013 - Present
Kelvingrove Capital May 2012 - May 2013
Nomura August 2010 - February 2012
Wachovia, A Wells Fargo Company June 2007 - July 2010
Barclays Capital January 2003 - May 2007
Morgan Stanley June 1994 - May 2001
Skills
CFA, Bloomberg, Bonds, capital markets, capital structure, convertible bonds, corporate finance, deal execution, deal structuring, debt, debt structuring, derivatives, due diligence, emerging markets, equities, equity capital markets, equity derivatives, equity valuation, financial markets, financial modeling, fixed income, investment banking, ipo, leveraged finance, options, origination, private equity, private placements, sell side, special situations, structuring, transaction, valuation, volatility, Capital Markets, Convertible Bonds
Education
Duke Fuqua School of Business 1996 — 1997
MBA
Duke University 1987 — 1991
BA, Economics
Wachovia, A Wells Fargo Company January 2012 - Present
Shoe Dept November 2005 - April 2012
Northgate Sales and Services 2011 - 2012
Education
Mount Olive College 2011 — 2014
Durham Technical Community College 2005 — 2007
Riverside High School
Wachovia, A Wells Fargo Company August 1998 - Present
First Union National Bank August 1996 - August 1998
Skills
Distributed File Systems, Active Directory, BMC Remedy, Novell Netware, Exchange Management...
Education
DPT Business School 1997 — 1998
Network Engineer
Bank of America Merrill Lynch October 2014 - Present
TEKsystems June 2014 - October 2014
Signature Consultants November 2013 - June 2014
Wells Fargo May 2013 - November 2013
Wells Fargo May 2012 - April 2013
Wells Fargo Bank September 2010 - May 2012
Wachovia, A Wells Fargo Company May 2009 - September 2010
Wachovia Corp. January 2007 - May 2009
Wachovia Bank January 2005 - January 2007
Wachovia Securities 2001 - 2005
Skills
Large Group Facilitation, Program Facilitation, Project Facilitation, Process Improvement, Program Management, Process Engineering, Strategic Planning, Imaging Systems, Mergers, Compliance, IT Management, Team Building, Change Management, Customer Relations, Vendor Management, Team Leadership, Cross-functional Team..., Business Analysis, Project Management, Banking, Leadership, Agile Methodologies, Visio, Disaster Recovery, Management, Mergers & Acquisitions, Quality Assurance, Software Documentation, Project Planning, Analysis, ITIL, Data Center, Enterprise Software, Start-ups, ERP, Servers, Skilled Relationship..., Cross Functional..., Budgets, Consulting, Project Portfolio..., Financial Services, Risk Management, IT Strategy, Information Technology, PMO, Software Project..., Infrastructure, Agile Project Management, Project Delivery
Education
Rowan University 1978 — 1982
BA, Communications
Drew University
Post-graduate coursework
UBS April 2014 - Present
SunTrust Private Wealth Management July 2011 - Present
Wachovia, A Wells Fargo Company March 2008 - July 2011
SteelMaster Buildings November 2005 - February 2008
Skills
Investments, Series 7, Loans, Wealth Management..., Credit, Strategic Financial..., Retirement Planning, Risk Management, Finance, Estate Planning
Education
James Madison University - College of Business 2001 — 2005
Bachelor of Business Administration, Marketing
East Carolina University 2000 — 2001
Rock Solid Home Inspections March 2012 - Present
American Gospel Tours Inc. (formerly L&S Entertainment Inc) April 2006 - Present
AmSouth Bank October 2005 - April 2006
Wachovia, A Wells Fargo Company April 2003 - October 2005
Bank of America February 2000 - April 2003
Aaron Furniture January 1998 - February 2000
White Toyota July 1992 - December 1997
Skills
Tourism, Loans, Banking, Credit, Customer Service, Mortgage Lending, Commercial Banking, Credit Analysis, Sales, Cash Management, Portfolio Management, Retail Banking, Stage Management, Promoters, Tour Management, Music Production, Music Industry, Home Inspections, Advertising, Sellers, Referrals, Small Business, FHA, Investment Properties, Foreclosures, First Time Home Buyers, Real Estate
Education
Del Mar College
Business Management
Professional Home Inspectors Institute
Home Inspection
Saint Petersburg College
Business Management
JPMorgan Chase June 2013 - Present
JPMorgan Chase March 2012 - May 2013
Bank of America August 2009 - February 2012
Citi January 2007 - August 2009
Citigroup/CitiCards 2006 - 2007
Citigroup/CitiCards 2001 - 2006
The Associates May 2000 - July 2001
Wachovia, A Wells Fargo Company September 1996 - May 1999
Skills
Predictive Dialers..., Operations Management, Credit Cards, Strategic Planning, Project Management, Performance Management, Product Development, Customer Engagement, Strategy, Call Centers, Executive Management, Leadership, Process Improvement
Education
East Carolina University - College of Business 1998 — 2000
MS, Economics
East Carolina University 1994 — 1998
Bachelor of Science, Economics
Comperio Retirement Consulting January 2010 - Present
Schneider Downs Wealth Management Advisors August 2008 - October 2009
Principal Financial Group March 2005 - July 2008
Wachovia, A Wells Fargo Company February 2002 - January 2005
New York Life Retirement Services July 2000 - October 2001
Fidelity Institutional Retirement Services Co. January 1995 - June 2000
MassMutual Financial Group April 1985 - January 1995
Skills
Business Development, Due Diligence, Investment Advisory, Leadership, Retirement Plan..., Retirement Planning, 401k, Defined Benefit
Education
Duquesne University 1979 — 1982
BS, Business Administration
CBRE September 2012 - Present
Now Studying for NCIDQ 2011 - October 2012
CB Richard Ellis June 2010 - September 2011
Professional Services Group in Camden, NJ April 2010 - June 2010
Jones Lang LaSalle May 2006 - October 2008
Trammell Crow Company October 2004 - April 2006
Wachovia, A Wells Fargo Company January 2002 - October 2004
IEI, Inc. and FSI, Inc. 1997 - 2000
CoreStates Financial Corp April 1988 - July 1997
Skills
Interior Design, Scheduling, Construction, Program Management, Documentation, Renovation, Budgeting, Customer Relations, Strategic Planning, Microsoft Office, Team Building, Planning, Facilities Management, Space Planning, Furniture, Construction Management, Problem Solving, Vendor Management, AutoCAD, Construction Documents, Cross-functional Team..., Project Planning, Budgets, Space-planning, Submittals, Customer Service, Software Documentation, Project Management, MS Project, Interior Architecture, Management, Contract Management, Leadership, Move Management, Tenant Improvement, Training, LEED, Procurement, Project Coordination, Green Building, LEED AP, Contract Negotiation, Design Research, FF&E, Feasibility Studies, Mixed-use, Space planning, Sustainable Design, AutoCAD Architecture, Revit
Education
Drexel University 1982 — 1987
B.S, Interior Design
Protective Life June 2015 - Present
Protective Life August 2014 - Present
Regions Bank January 2011 - June 2014
Wachovia, A Wells Fargo Company 2004 - 2011
BB&T September 2002 - September 2004
BB&T January 1997 - September 2002
Skills
Vendor Management, Strategy, E-commerce, Process Improvement, Project Management, Leadership, Team Management, Quality Assurance, Budgets, Financial Services, Banking, Risk Management, Program Management, Internet Banking, Portfolio Management, PMO, Management, Credit, Project Portfolio..., Commercial Banking, Business Analysis, Relationship Management, Management Consulting, Retail Banking, Strategic Planning, SDLC, Business Process...
Education
East Carolina University 1995 — 1996
Master of Business Administration (MBA)
East Carolina University 1990 — 1992
Bachelor of Science Business Administration
Wells Fargo May 2015 - Present
Amy Siebert Equestrian- Now Fox Valley Stables May 2005 - Present
Women for Success Triangle January 2013 - July 2015
Wells Fargo July 2012 - May 2015
Wells Fargo February 2012 - July 2012
Wachovia, A Wells Fargo Company July 2010 - February 2012
Amy Siebert Equestrian at Cedar Crest Farm and Royal Meath Equestrian Center May 2005 - May 2010
Skills
Loans, USDA, Mortgage Lending, Business Analysis, Market Research, Event Planning, Insurance, Horses, Customer Service, Training, Banking, CRM, Marketing, Underwriting, Finance, Management, Leadership, Sales
Education
University of Baltimore 2007 — 2009
MBA, International Business
Delaware Valley University 2001 — 2005
BS, Equine Science, Business and Training
Wachovia, A Wells Fargo Company January 2011 - Present
Education
Delaware Valley University 2008 — 2010
M.B.A., Business Administration
Penn State University 2002 — 2006
B.S., Business Administration, Management And Marketing Minor
UBS Financial Services, Inc. November 2008 - Present
NMSA Circle of the Arts 2014 - 2014
Santa Fe Community Foundation 2012 - 2013
Fine Arts for Children and Teens 2010 - 2011
Wachovia, A Wells Fargo Company May 2007 - November 2008
A.G. Edwards & Sons, Inc. December 2002 - May 2007
The Reel Life 1995 - 2002
Education
Duke University 1984 — 1988
BA, Psychology
Pine Crest School 1982 — 1984
Caribbean School 1973 — 1982
Club Deportivo
The University of Chicago Booth School of Business
The University of Chicago Booth School of Business
The University of Chicago Booth School of Business
The University of Chicago Booth School of Business
Wells Fargo June 2012 - Present
Charlotte Peace at Home May 2007 - Present
Wells Fargo April 2007 - June 2012
Wachovia, A Wells Fargo Company April 2005 - April 2007
Skills
Customer Service, Sales, Dedication to work, Troubleshooting, Microsoft Office, Management, Project Management, Process Improvement, PowerPoint
Education
East Carolina University 2000 — 2002
BB&T October 2010 - Present
Bank of America January 2009 - October 2010
Bank of America 2008 - 2009
U.S. Trust, Bank of America Private Wealth Management May 2003 - 2008
Bank of America Private Bank November 1997 - May 2003
Wachovia, A Wells Fargo Company 1993 - 1997
Skills
Wealth Management, Banking, Credit, Loans, Portfolio Management, Private Banking, Commercial Banking, Retail Banking, Investments, Risk Management, Underwriting, Financial Services, Cross Selling, Relationship Management, Credit Risk, Wealth, Investment Advisory, Strategic Financial..., Asset Management, Commercial Lending, Retirement Planning, Series 63, Wealth Management..., Financial Analysis, Credit Analysis, Leadership, Consumer Lending, Mortgage Lending, Small Business Lending, Trust Services, Investment Management, Financial Planning
Education
Duquesne University School of Law 1980 — 1983
JD, Law, Estate Planning
University at Buffalo 1976 — 1980
BA, Political Science / Accounting
First Citizens Bank July 2004 - Present
First Citizens Bank July 2004 - January 2008
Wachovia, A Wells Fargo Company 2003 - 2005
Skills
Financial Analysis, Portfolio Management, Finance, Business Development, Management, Commercial Banking, Underwriting, Commercial Lending, Loans, Credit Analysis, Credit, Banking, Lines Of Credit, Financial Modeling, Cash Management, Risk Management, Credit Risk, Leadership, Consumer Lending
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA, International/Global Studies
North Carolina State University 1999 — 2004
Business Management, Finance Concentration
CDW March 2008 - Present
CDW March 2008 - Present
Indymac Bank August 2007 - March 2008
Flagstar Bank January 2007 - July 2007
Wachovia, A Wells Fargo Company July 2006 - January 2007
Washington Mutual, Inc. January 2000 - June 2006
Skills
Solution Selling, Sales Operations, Sales, Sales Process, Leadership, Mortgage Lending, Account Management, Direct Sales, Management, Channel Partners, Data Center, Sales Management, Cold Calling, Cloud Computing, Enterprise Software, Strategic Partnerships, CRM, Professional Services, Sales Presentations, Customer Retention, Competitive Analysis, New Business Development, Project Management, Mortgage Banking, Marketing, SaaS, Lead Generation, Business Development, Managed Services, Partner Management, Networking, Vendor Management, Storage, Product Management, Strategic Planning, Cross-functional Team..., Software Industry, Operations Management, Tripp Lite Certified..., Adobe Creative Cloud..., Cisco Certified Sales...
Education
Lake Forest Graduate School of Management 2010 — 2014
MBA, Business
Drake University
BA, Political Science
PNC Wealth Management May 2010 - Present
Goldey-Beacom College 2008 - Present
Wachovia, A Wells Fargo Company 2008 - 2009
Merrill Lynch 2005 - 2008
Morgan Stanley 1999 - 2005
First Union 1997 - 1999
SunTrust Bank (formerly Crestar Bank) 1994 - 1997
PNC 1993 - 1994
PNC Bank 1989 - 1993
Skills
Portfolio Management, Wealth Management, Commercial Lending, Relationship Management, Series 7, Investments, Loans, Financial Services, Asset Allocation, Private Banking, Credit, Financial Markets, Investment Advisory, Mutual Funds, Investment Management, Investment Strategies
Education
Drexel University - LeBow College of Business
MBA, Investment Management
Michigan State University
BA, Finance
Seterus Inc. / IBM December 2010 - September 2012
Employment Security Commission October 2008 - April 2011
Wachovia, A Wells Fargo Company October 2006 - April 2008
Beneficial / Citifinancial August 2002 - October 2006
Office of Parent Services at East Carolina University January 2000 - May 2002
Project Hope after Floyd November 1999 - May 2000
Hughes Supply June 1998 - May 2000
Breedlove Electric June 1996 - June 1998
Skills
Strategic Planning, Microsoft Excel, Microsoft Office, Project Management, Outlook, PowerPoint, Microsoft Word, Mortgage Lending, Team Building, Loans, Credit, Mortgage Banking
Education
East Carolina University 1996 — 2001
Bachelor of Science (B.S.), Economics
Audio Visual Design Group June 2015 - Present
State Farm Insurance January 2011 - May 2015
Valentine Financial Services September 2010 - February 2012
Wachovia, A Wells Fargo Company May 2007 - September 2010
Quest Diagnostics August 2005 - May 2007
Best Buy 2001 - 2006
Skills
Investments, College Savings Plans, Insurance, Retirement Planning, Disability Insurance, Retirement, Mutual Funds, Employee Benefits, Fixed Annuities, Portfolio Management, Life Insurance, Small Business, Property & Casualty..., Securities, Access, Underwriting, Time Management, Financial Risk, Casualty, Finance, Financial Services, Marketing, Sales Management, Training, Credit, Risk Management, Health Insurance, Social Security, Term Life Insurance, General Insurance, Commercial Insurance
Education
Penn State University 2005 — 2009
Bachelors, Financial Services
Drexel University 2003 — 2005
Materials Engineering
Northrop Grumman Corporation June 2013 - Present
Acxiom February 2010 - March 2013
US Able Life Insurance Company April 2009 - December 2009
Wachovia, A Wells Fargo Company October 2007 - November 2008
Burton Group May 2007 - August 2007
Capital One Bank January 2006 - April 2007
Evergreen Investments April 2004 - December 2005
Sonic Automotive October 2002 - December 2003
NASA January 2001 - May 2002
NASA January 1999 - November 2001
Skills
Vendor Management, SDLC, MS Project, Business Analysis, Program Management, Integration, PMP, Requirements Analysis, Governance, Business Intelligence, Proposal Writing, Strategy, CRM, Project Management, Disaster Recovery, Software Documentation, Agile Methodologies, Outsourcing, Project Planning, Risk Management, Software Development, Testing
Education
Project Management Institute (PMI)
Project Management Professional (PMP) Certfication, Project Management
DeVry University-Missouri 1985 — 1987
BS, Computer Information Systems
CTG - System Engineering Development Program 1988 — 1988
Graduated with honors, IBM System Engineering
Southern Arkansas University 1983 — 1985
AA, Computer Science
Southern Arkansas University - Camden 1983 — 1985
BS, Computer Information Systems
Cars.com March 2015 - Present
Cars.com June 2013 - March 2015
Rise Interactive December 2012 - June 2013
JP Morgan April 2010 - December 2012
Wachovia, A Wells Fargo Company June 2006 - August 2009
Skills
Analytics, Marketing Strategy, Entrepreneurship, Strategy, Marketing, Digital Marketing, Business Development, Financial Analysis, Competitive Analysis, Market Research, Business Strategy, Project Management, Finance, Investments, Strategic Partnerships, Corporate Finance, Financial Modeling, Management, New Business Development
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
MBA, Entrepreneurship and Marketing Strategy/Planning, 3.9 GPA
Western Kentucky University 2002 — 2006
BS, Financial Management, 3.7 GPA
Coastal Federal Credit Union March 2014 - Present
West Corporation September 2008 - March 2012
Wachovia, A Wells Fargo Company 2005 - 2012
Skills
Customer Service, Banking, Microsoft Office, Customer Satisfaction, Call Centers, Retail Banking, Team Leadership, Customer Experience, Deposits, Finance, Payments, Data Entry, Team Building, Outlook
Education
DeVry University-North Carolina 2009 — 2012
Bachelor's of Science, Business Administration and Management, General
Fidelity Investments (Contract through Veritude) February 2015 - Present
University of North Carolina General Administration June 2013 - February 2015
Syngenta through Robert Half Technology March 2013 - May 2013
Quintiles through Insight Global November 2011 - February 2013
Citizens Bank August 2011 - November 2011
Bank of America August 2010 - August 2011
Wachovia, A Wells Fargo Company June 1999 - August 2010
Skills
Business Analysis, Requirements Analysis, Business Process..., SharePoint, SDLC, Agile Methodologies, Quality Assurance, Process Improvement, Business Requirements, Analysis, Data Warehousing, Data Analysis, PMP, Project Management, Requirements Gathering, Systems Analysis, Software Quality..., Project Portfolio..., Vendor Management, Technical Writing, Visio, Data Modeling, Software Development, User Acceptance Testing, Software Project..., Agile Project Management, Enterprise Architecture, Business Process, PMO, Business Intelligence, E-commerce, Banking, Waterfall, Requirements Management, Software Documentation, Quality Center, MS Project, Integration, IT Strategy, Acquisition Integration, Business Case, Process Analysis, Mortgage Lending, Accounting, Journalism, Gap Analysis, Business Process Design, Functional..., Technical Documentation, iRise
Education
East Carolina University
Bachelor's Degree
University of North Carolina at Charlotte - Belk College of Business 1990 — 1992
BSBA
The George Washington University 1985 — 1988
Kalamazoo College 1980 — 1981
First South Bank March 2015 - Present
PNC January 2013 - March 2015
The Clement Companies, Inc. November 2008 - January 2013
First Flight Federal Credit Union 2003 - 2006
the little bank, Inc. April 2000 - October 2003
Culpepper Investment Group - Wells Fargo 1999 - 2000
Wachovia, A Wells Fargo Company 1990 - 1998
Skills
Finance, Customer Service, Loans, Portfolio Management, Credit Risk, Credit Analysis, New Business Development, Business Development, Networking, Building Relationships, Relationship Management, Sales, Credit, Banking
Education
East Carolina University 1986 — 1990
BA, Economics
Wells Fargo September 2009 - Present
Wachovia, A Wells Fargo Company March 1991 - September 2009
Skills
Portfolio Management, Management, Commercial Lending, Banking, Loans, Credit Analysis, Commercial Banking, Financial Analysis, Finance, Credit Risk, Investments, Risk Management, Relationship Management
Education
Drexel University - College of Business and Administration 1980 — 1981
MBA, Marketing
Widener University 1977 — 1980
B.S., Economics
Bank of America February 2010 - Present
Acclamatio! January 2009 - June 2011
Wachovia, A Wells Fargo Company December 2007 - December 2008
Lowe's Home Improvement November 2005 - December 2007
AllPoints Research, Inc. September 2002 - October 2005
Stratapult February 2000 - September 2002
Kaplan Early Learning Company February 1999 - February 2000
Cambridge Technology Partners June 1997 - February 1999
Inmar November 1991 - June 1997
Skills
Data Quality, Data Profiling, Data Stewardship, Information Quality, Data Cleansing, Data Mapping, Data Standards, Master Data Management, Metadata Management, Reference Data, Data Governance, Project Coordination, Agile Project Management, Data Cleaning, Data Management, Program Management, Project Management, Business Intelligence, Database Design, Enterprise Architecture, OLAP, Business Analysis, Software Documentation, SDLC, Analysis, Systems Analysis, Data Warehousing, Microsoft SQL Server, Data Integration, Requirements Gathering, Governance, Cognos, Business Requirements, ETL, CRM, Risk Management, Data Migration, Data Modeling
Education
East Carolina University 2008 — 2010
Hospitality Management
Marshall University 1982 — 1984
Wells Fargo Bank N.A. January 2012 - Present
Wells Fargo Bank N.A. April 2011 - January 2012
Wells Fargo Bank N.A. September 2008 - April 2011
Merrill Lynch February 2007 - September 2008
Wachovia, A Wells Fargo Company September 2002 - February 2007
Skills
Banking, Loans, Credit, Treasury Management, Commercial Banking, Commercial Lending, Portfolio Management, Financial Analysis, Cash Management, Credit Analysis, Investments, Mortgage Lending, Risk Management, Relationship Management, Small Business Lending, Financial Risk, Cross Selling, Financial Services
Education
San Francisco State University, College of Business 2004 — 2006
BS, Finance
Diablo Valley College 2001 — 2004
General Education
Wake Forest Baptist Health August 2014 - Present
Wake Forest University Baptist Medical Center October 1999 - July 2014
Wachovia, A Wells Fargo Company November 1997 - September 1999
Wake Forest University Baptist Medical Center March 1985 - October 1997
Kayser-Roth Corporation August 1983 - February 1985
FBI September 1982 - July 1983
Skills
Customer Service, Healthcare, Programming, Administration, Research, Microsoft Office, Supervisory Skills, PowerPoint, Excel, Customer Relations, Analysis, Higher Education, Word, Purchasing, Negotiation, Budgeting, Problem Solving, Team Building, Windows, E-learning, Teamwork, Planning, System Administration, Software Documentation, SharePoint, Windows 7, Healthcare Information..., Networking, Process Improvement, Data Analysis, Visio, Troubleshooting, E-Learning, Microsoft Word, Project Planning, Microsoft Excel, Budgets
Education
East Carolina University 1978 — 1982
BA, Computer Science
East Carolina University
Bachelor's degree, Computer Science
M&T Bank January 2012 - Present
M&T Bank March 2008 - December 2011
M&T Bank March 2006 - March 2008
Wachovia, A Wells Fargo Company January 2003 - April 2006
Waypoint Bank fna Harris Savings Bank March 1999 - April 2006
Marine Bank of the Florida Keys November 1997 - April 1999
Skills
Coaching, Sales Management, Leadership Development, Retail Banking, Banking, Branch Banking, Sales, Management, Consumer Lending, Commercial Banking, Small Business Lending, Mortgage Lending, Credit, Loan Origination, Merchant Services, Branch Management, Commercial Lending, Lines Of Credit, Finance
Education
University of Phoenix 2009 — 2013
Bachelor of Applied Science (BASc), Business Management
East Carolina University 1995 — 1997
Undergraduate
Wells Fargo August 2015 - Present
Wells Fargo November 2012 - Present
The Golden State Warriors January 2013 - July 2013
Wachovia, A Wells Fargo Company December 2012 - 2013
The Sports Authority December 2007 - December 2010
Skills
Retail Banking, Cross Selling, Customer Service, Cash Management, Sales, Financial Analysis, Deposits, PowerPoint, Microsoft Excel, Teamwork, Team Leadership, Recruiting, Office Administration, Sports, Microsoft Office, Microsoft Word, Time Management, Management, Social Networking, Leadership, Team Building, Customer Satisfaction, Data Entry
Education
University of Phoenix 2010 — 2012
B.A, Marketing / Business Management
Diablo Valley College 2008 — 2010
Associate of Arts (A.A.), Marketing, 3.54
Quakertown Alive July 2015 - Present
First Savings Bank of Perkasie March 2011 - Present
Upper Bucks YMCA May 2013 - Present
Wachovia, A Wells Fargo Company June 2007 - November 2010
Unity Bank June 2006 - May 2007
2004 - 2006Union Center National Bank June 2004 - June 2006
Univest 2003 - 2004
Skills
Sales Management, Business Relationship..., Developing Client..., Sales Coaching, Staff Development, Staff Management, Staff Supervision, Retail Banking, CRM, Customer Service, Cross Selling, Nonprofits, Coaching, Customer Satisfaction, Banking, Business Development, Retail, New Business Development, Consumer Lending, Commercial Banking, Lines Of Credit, Business Coaching, Loan Origination, Management, Team Building, Refinance, Hiring, Customer Retention, Mortgage Lending, Sales, Loans, Home Equity Lines of..., Branch Management, Budgets, Cold Calling, Commercial Mortgages, Credit, Credit Analysis, Credit Risk, Employee Relations, Finance, Financial Services, Home Equity Loans, Investments, Leadership Development, Mortgage Banking, Relationship Management, Residential Mortgages, Selling, Small Business Lending
Education
DeSales University 1998 — 2002
Bachelor of Science, Business
RMA Commercial Lending School 2014 — 2014
Commercial Lending
Wayne State College 2013 — 2016
Master of Business Administration (M.B.A.)
North Penn High School 1994 — 1997
NRG Energy October 2014 - Present
SunPower Corporation July 2011 - October 2014
SunPower Corp. July 2008 - June 2011
Wachovia, A Wells Fargo Company November 2005 - June 2008
Wachovia, A Wells Fargo Company July 2003 - October 2005
Commerce Capital Markets 2001 - 2001
Skills
Renewable Energy, Solar, Energy, Photovoltaics, Clean Energy, Purchase Agreements, Project Finance, Financial Modeling, Business Development, Strategy, Competitive Analysis, Alternative Energy, Cross-functional Team..., Solar Energy, Financial Analysis, Finance
Education
Drexel University 1999 — 2002
Bachelor of Science, Finance
George Mason University 1997 — 1999
Business
Hospice and Palliative Care Charlotte Region January 2014 - Present
Hands On Charlotte November 2013 - Present
Queens University of Charlotte February 2007 - Present
Queens University of Charlotte February 2007 - Present
Wachovia, A Wells Fargo Company November 2006 - February 2007
SunTrust 2000 - 2005
MCKESSON HBOC, Atlanta, GA1985-1999 November 1985 - March 1999
Skills
Microsoft Office, ITIL, Research, Compliance, SharePoint, Compliance Audits, Quality Auditing, Banking, Process Improvement, Project Management, System Administration, Integration, Six Sigma, SDLC, Leadership, Software Documentation, IT Management, IT Strategy, Visio, Data Center, Vendor Management, Program Management, Disaster Recovery, Testing, Enterprise Software, Architectures, Business Analysis, Data Warehousing, Software Project...
Education
Decatur High School
Queens University of Charlotte
BA, Mathematics/Political Science
Dekalb Community College
Associate's Degree, Computer Science
McKinsey & Company May 2014 - Present
Duke University- The Fuqua School of Business August 2013 - Present
Bank of America June 2009 - July 2013
Bank of America June 2008 - August 2008
Wachovia, A Wells Fargo Company June 2007 - August 2007
The Allant Group June 2007 - August 2007
Harvey Nash June 2006 - December 2006
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor's Degree, Finance
Mosaic Printing & Fulfillment March 2011 - Present
ABnote North America June 2008 - January 2011
Wachovia, A Wells Fargo Company September 1993 - June 2008
Shred-All Inc January 1993 - September 1993
GMB North America June 1990 - December 1992
Landscape Maintenance Services March 1988 - May 1990
Baxter International Inc June 1985 - March 1988
Skills
Operations Management, Customer Satisfaction, Direct Mail, Sales, Management, Sales Management, Cross-functional Team..., Offset Printing, Packaging, Product Development, Recruiting, New Business Development, Leadership, Print Management, Process Improvement, Variable Data Printing, Digital Printing, Account Management, Strategic Planning, Pre-press, Forecasting, B2B, CRM, Training, Vendor Management, Direct Marketing, Marketing, Sales Operations, Solution Selling, Marketing Communications, Purchasing, Team Building, Warehousing, Customer Service, Advertising, Marketing Strategy, Key Account Management, Sales Process, Selling, Direct Sales, Manufacturing, Product Marketing, Product Management, P&L Management, Strategy, Salesforce.com, Customer Retention
Education
Drexel University 1984 — 1986
Electrical and Electronics Engineering
Saint Joseph's High School 1980 — 1984
Harris Associates L.P. June 2013 - Present
Harris Associates L.P. September 2011 - June 2013
UBS Investment Bank July 2010 - August 2011
Morgan Stanley Smith Barney May 2009 - August 2009
Eli Lilly and Company February 2009 - May 2009
Wachovia, A Wells Fargo Company May 2008 - August 2008
Skills
Microsoft Word
Education
DePauw University 2006 — 2010
B.A., Economics, Mathematics
Wells Fargo Home Mortgage August 2011 - Present
Aphha Worship Center October 2009 - Present
Transworld Systems May 2011 - December 2011
Wachovia, A Wells Fargo Company September 2009 - December 2010
Wachovia, A Wells Fargo Company January 2005 - September 2009
First Union National Bank September 1997 - September 2005
First Fidelity Bank September 1991 - September 1997
Education
Rets Electronics 1980 — 1982
Associate Degree, Electrical Engineer
Girard College 1976 — 1980
General Stuties
DeVry University
Electrical Engineering Major
Kutak Rock July 2009 - Present
Wells Fargo January 2009 - June 2009
Wachovia, A Wells Fargo Company May 2005 - December 2008
Wachovia, A Wells Fargo Company September 2002 - April 2005
Troutman Sanders LLP September 1993 - September 2002
Skills
Commercial Litigation, Securities, Securities Regulation, Litigation, Dispute Resolution, Financial Services, Arbitration, Strategy, Securities Litigation, Class Actions, Corporate Law, Mediation, Legal Research, Civil Litigation, Legal Writing
Education
The University of Texas School of Law 1990 — 1993
J.D., Law
Duke University 1986 — 1990
B.A., History
The London School of Economics and Political Science (LSE) 1988 — 1989
None, General Course Student
Wells Fargo December 2013 - Present
Wells Fargo October 2013 - Present
Wells Fargo July 2011 - Present
Wells Fargo January 2010 - June 2011
Wachovia, A Wells Fargo Company October 2009 - January 2010
Wachovia July 2007 - October 2009
Wachovia March 2007 - June 2007
Wachovia December 2006 - March 2007
JBA Network March 2006 - November 2006
Clockware February 2005 - January 2006
Skills
Enterprise Collaboration, Portal Applications, Web Applications, Agile Methodologies, XML, JavaScript, SEO, Requirements Analysis, Social Media, Intranet, Requirements Gathering, Databases, SQL, IIS, SharePoint, Web Development, User Experience, Business Analysis, Analysis
Education
University of North Carolina at Asheville 2002 — 2006
MLA
Eastern Michigan University 1995 — 1997
n/a
Dickinson College 1989 — 1993
BA
Avon Old Farms School 1985 — 1989
High School Diploma
ABM Energy and Building Solutions February 2009 - Present
ABM Building Services 2009 - Present
Hilti AG May 2002 - February 2009
Honeywell February 1996 - May 2002
Johnson Controls July 1993 - February 1996
Honeywell May 1989 - July 1993
Wachovia, A Wells Fargo Company June 1988 - May 1989
Skills
Operations Management, Leadership, Strategic Planning, P&L Management, Team Building, Marketing Strategy, Management, Sales, Executive Management, Contract Negotiation, Marketing, Project Planning, Business Development, Energy, Contract Management, Facilities Management, New Business Development, International Sales, Energy Management, Pricing, Budgets, Energy Efficiency, Strategy, Sales Management, Engineering, Energy Conservation, Coaching, Product Development, Business Strategy, Change Management, Key Account Management, Process Improvement, Management Consulting, B2B, Business Planning, Product Management, Cross-functional Team..., Product Marketing, International Business, Manufacturing, Competitive Analysis, Market Analysis, Team Leadership, Negotiation, Sales Operations, Global Business..., Start-ups, Building Automation, Business Turn-arounds, Global Business...
Education
East Carolina University 1984 — 1988
BSBA, Marketing
Wachovia, A Wells Fargo Company 2011 - Present
Carrington College Online of DeVry Inc July 2009 - October 2011
Cafe January 2007 - July 2009
Careerbuilder January 2006 - April 2007
Skills
Selling, Human Resources, CRM
Education
DePaul University 2000 — 2005
Bachelor, Communication, General
Bank of America December 2011 - Present
Eojaleet Interiors August 2003 - Present
Wells Fargo August 2010 - December 2011
Wachovia, A Wells Fargo Company March 2010 - July 2010
Hendrick Home Care, LLC May 2008 - March 2009
Bank of America August 2007 - December 2007
Bank of America August 2007 - December 2007
Wachovia Bank February 2007 - July 2007
Bank of America August 2006 - January 2007
Wachovia, A Wells Fargo Company 2007 - 2007
Skills
Change Management, Process Improvement, Customer Relations, Conflict Resolution, Scheduling, Process Scheduler, Business Requirements, Customer Service
Education
Strayer University 2009 — 2011
Masters, Project Management
Pfeiffer University 2004 — 2006
MBA, Business Administration and Management, General
Pfeiffer University
Bachelor of Science, Management of Information Systems
Pfeiffer University
Bachelor of Science, Business Administration
DeVry University
Associates Degree, Applied Science - Telecommunications Management
Comcast Cable January 2011 - Present
Wachovia, A Wells Fargo Company September 2009 - January 2011
InterDigital Communications October 2008 - April 2009
Siemens January 1982 - October 2008
Siemens Health Services April 2003 - September 2008
Siemens Corporate Research, Inc. June 1984 - March 2003
Skills
ClearCase, Perl, CVS, Java, Ruby, Defect Tracking, Programming Languages, Agile Methodologies, Configuration Management, Unix, Subversion, Software Development, Linux, Software Engineering, Shell Scripting, Eclipse, SDLC, C++, Solaris, Software Project..., Git, Data Center, Maven, Nexus, Anthill, Bamboo, Build Forge, Automated Software..., Software Testing Life..., Ant, Apache, HTTP, Httpd, Nginx, Varnish, Microsoft Office, Microsoft Excel, Microsoft Word, Firefox, Thunderbird, Lightning, Software Configuration..., Quality Assurance, Release Management, Test Automation, JUnit, Scripting
Education
Drexel University 1985 — 1986
MS, Electrical and Computer Engineering
Drexel University 1979 — 1984
BS, Electrical and Computer Engineering
Abington Senior High 1978 — 1979
Jenkintown 1972 — 1979
Bank of the West November 2011 - Present
Bank of America October 2010 - June 2011
Wachovia, A Wells Fargo Company January 2002 - October 2010
Skills
Coaching, Relationship Management, Strategic Financial..., Leadership, Financial Analysis, Executive Management, Sales Management, Team Building, Strategy, Strategic Planning, Change Management, Performance Management, New Business Development, Customer Experience, Operations Management, Risk Management, Branch Management, Team Leadership, Business Analysis, Financial Planning, Portfolio Management
Education
Graduate School of Retail Bank Management 2014 — 2016
East Carolina University - College of Business
MBA, Management
East Carolina University
BS Biology, Molecular/Biotechnology
Bank of America September 2011 - Present
Regions Bank December 2008 - August 2011
Wachovia, A Wells Fargo Company November 2006 - December 2008
Wachovia, A Wells Fargo Company June 2001 - November 2006
Skills
Small Business Lending, Credit, Banking, Loans, Financial Analysis, Consulting, SBA, CRM, Cash Management, Commercial Banking, Corporate Finance, Finance, Financial Services, Leadership, Marketing, Mergers, New Business Development, Small Business, Treasury Management
Education
East Carolina University 1993 — 1995
MBA, BUSINESS ADMINISTRATION
UNC Chapel Hill 1986 — 1988
BA, RTVMP
Nationwide Insurance November 2011 - Present
Nationwide Insurance March 2011 - December 2011
Wachovia, A Wells Fargo Company February 2010 - May 2011
Heritage Plank Floors May 2009 - February 2010
Skills
Insurance, Property & Casualty..., Sales, Customer Service, Claim, Call Centers, Customer Satisfaction, Management
Education
East Carolina University 2005 — 2009
BSBA, Marketing
Vanguard July 2012 - Present
JSW Solutions January 2000 - Present
Ally Financial Inc. August 2011 - July 2012
Wachovia, A Wells Fargo Company May 2010 - August 2011
Air Products and Chemicals June 2007 - February 2010
Verizon August 1998 - June 2007
Bell Atlantic August 1978 - August 1998
Skills
Process Improvement, Business Analysis, Integration, Requirements Analysis, Software Development, Logistics, System Design, ITIL, Web Design, Inventory Control, Customer Relations, Report Generation, Analysis, Systems Analysis, Supply Chain Management, Warehousing, Documentation, Requirements Gathering, Web Development, Software Documentation, Customer Service, COBOL, Data Warehousing, SDLC, Visio, Testing, Access, Business Intelligence, Software Project..., Quality Assurance, Enterprise Software, SharePoint, Web Applications, XML, User Acceptance Testing, Business Requirements, CRM, Management, SAP, Visual Basic, Business Process
Education
Temple University 1980 — 1982
Accounting, Information Technology
University of Phoenix 2000 — 2004
Business Administration, Information Technology
Delaware Valley University 1976 — 1977
Chemistry
West Bank December 2001 - Present
Wachovia, A Wells Fargo Company September 1996 - August 1999
AmSouth Bank February 1984 - August 1996
Education
Drake University 2003 — 2005
MA Ed, Adult and Organizational Development
Florida State University 1975 — 1977
BS, Mass Communications
Collwick Capital, LLC December 2010 - Present
Wells Fargo March 2008 - December 2010
Wachovia, A Wells Fargo Company June 2007 - March 2008
Federal Reserve Bank of Philadelphia March 2006 - December 2006
CIGNA Group Insurance March 2005 - September 2005
SEI Investments March 2004 - August 2004
Skills
Alternative Investments
Education
Drexel University - LeBow College of Business 2002 — 2007
Bachelor of Science in Business Administration, Finance and Economics
Winston Brands, Inc. June 2015 - Present
Winston Brands, Inc. January 2015 - June 2015
Winston Brands, Inc. December 2013 - January 2015
OpticsPlanet, Inc. October 2012 - December 2013
OpticsPlanet, Inc. July 2010 - October 2012
Wells Fargo Bank January 2010 - July 2010
Wachovia, A Wells Fargo Company November 2008 - December 2009
Wachovia, A Wells Fargo Company December 2007 - November 2008
Robert Bosch Tool Corporation June 2007 - September 2007
Pro Sports Experience January 2007 - June 2007
Skills
Microsoft Excel, Marketing, Customer Service, Advertising, Account Management, Sales, Analysis, Strategy, Strategic Planning, Trade Shows, Merchandising, Sales Process, Integrated Marketing
Education
DePaul University 2005 — 2007
Bachelor's, Marketing Honors, Management Minor
Wells Fargo May 2015 - Present
Wells Fargo January 2015 - May 2015
TIAA-CREF 2012 - January 2015
Wachovia, A Wells Fargo Company February 2011 - October 2011
Geek & Graphix March 2003 - January 2011
The Moore Creative Company 2009 - 2010
Synectics 2007 - 2010
LEAD Technologies, Inc. August 1997 - February 2003
Skills
Web Analytics, Web Design, Vignette, HTML, CSS, User Interface Design, Content Strategy, Copywriting, SEO copywriting, Copy Editing, Marketing Strategy, Marketing Communications, Corporate Identity, Product Marketing, Corporate Branding, Branding Development, Weblogic, Market Analysis, CMS, Web Content Management, Graphic Design, Strategic Communications, Corporate Communications, Email Marketing, Internal Communications, Search Advertising, Google Adwords, Google Analytics, User Experience, FrontPage, Photoshop, InDesign, Digital Illustration
Education
East Carolina University 1980 — 1984
BFA, Communication Art -- Minor Painting, Psychology
Carlisle & Gallagher Consulting Group 2010 - Present
Wachovia, A Wells Fargo Company 2009 - 2010
Wachovia 2008 - 2008
Wachovia Bank 2006 - 2008
Wachovia Bank 2003 - 2006
Skills
Business Analysis, Process Improvement, Cross-functional Team..., Business Intelligence, Strategy, Mortgage Lending, Credit, Loans, Project Management, Leadership, Management, E-commerce, Six Sigma, Analysis, Retail Banking, Financial Services, Mergers, MS Project, PMO, SharePoint, Product Management, Consulting, Mergers & Acquisitions, Home Equity
Education
Duke University - The Fuqua School of Business
MBA, Business
Virginia Military Institute
BA, English
Prymak, LLC January 2001 - Present
Wachovia, A Wells Fargo Company 2001 - 2009
FiTECH Systems 1992 - 2000
Richard R. Cox, CPA August 1986 - May 1992
Skills
Business Analysis, Team Management, Management, Leadership, Strategy, Team Building, Mortgage Lending, Business Process, Business Process..., Change Management, Outsourcing, Project Management, SaaS, Customer Service, Call Centers, Consulting, Analysis, Acquisition Integration, Finance, Mortgage Banking, Vendor Management, Budgets, Microsoft SQL Server, Mergers, Business Intelligence, Financial Services, Executive Management, Business Requirements, Business Relationship..., Loan Origination, Quality Assurance, Credit, Risk Management, IT Strategy, Process Improvement, Strategic Planning, Banking, Enterprise Software
Education
East Carolina University 1985 — 1992
BA, Psychology, Accounting, Decision Sciences
Eastern Guilford High School 1982 — 1985
High School
Wachovia, A Wells Fargo Company 1997 - Present
Wells Fargo September 1996 - Present
IBM May 1984 - September 1996
Skills
DBA for z/OS DB2..., System support for DB2..., Database Support for..., Application and product...
Education
Duke University 1980 — 1984
Endo Pharmaceuticals June 2014 - Present
AstraZeneca October 2012 - May 2014
AstraZeneca March 2011 - September 2012
AstraZeneca November 2009 - February 2011
AstraZeneca May 2007 - October 2009
AstraZeneca December 2005 - April 2007
AstraZeneca September 2003 - November 2005
Wachovia, A Wells Fargo Company May 2002 - August 2003
Skills
Pharmaceutical Industry, Managed Care, Forecasting, Cross-functional Team..., Pharmaceutical Sales, Financial Modeling, Financial Analysis, Analysis, Pricing, Segmentation, Financial Reporting, SAP, Essbase, Budgets, Market Analysis, Strategy
Education
Drexel University 2008 — 2010
MBA, International Business / General
Drexel University - College of Business and Administration 2001 — 2006
BS, Finance
44 Business Capital, LLC September 2009 - Present
Ciena Capital, a portfolio company of Allied Capital May 2001 - September 2009
Wachovia, A Wells Fargo Company 1995 - 2000
Wells Fargo September 1988 - May 1995
Skills
Small Business, Banking, Real Estate, Credit, Loans, Business Development, Commercial Lending, Management, Leadership, Strategic Planning, Nonprofits, Sales, Commercial Mortgages, Small Business Lending, Underwriting, Mortgage Lending, Credit Analysis
Education
Drexel University 2004 — 2014
Bachelor's Degree, Liberal Arts and Sciences, General Studies and Humanities
Diablo Valley College 1998 — 2000
Associate of Arts, Liberal Arts
San Jose State University 1988 — 1992
Wells Fargo January 2014 - Present
Wells Fargo July 2012 - December 2013
Wells Fargo July 2009 - July 2012
Wachovia, A Wells Fargo Company July 2008 - June 2009
Wachovia January 2008 - June 2008
Wachovia March 2006 - December 2007
Wachovia January 2004 - February 2006
Wachovia June 2001 - December 2003
Skills
Banking, Financial Analysis, Finance, Business Process..., Strategy
Education
East Carolina University 1996 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Wells Fargo August 2014 - Present
Wells Fargo (Insight Global contractor) May 2013 - April 2014
Wells Fargo (Collabera contractor) August 2012 - April 2013
Wells Fargo Advisors April 2011 - October 2011
Wachovia, A Wells Fargo Company May 2005 - April 2011
Getronics April 1999 - May 2005
First Union National Bank August 1998 - March 1999
First Union National Bank November 1996 - August 1998
Skills
Microsoft Office, Outlook, SharePoint, Lotus Notes, Camtasia, FrontPage, Software Training, Mentoring, Outstanding Customer..., Goal Oriented, Vendor Relationships, Technical Liaison, Organization &..., Highly motivated..., Resourceful in the..., Hands-on Training, Customer Service, Business Analysis, Access, MS Excel Pivot Tables, Project Coordination, SDLC, Troubleshooting, Software Documentation, MS Project, Process Improvement, Requirements Gathering, Business Requirements, Resource Management, Vendor Management, Risk Management
Education
East Carolina University 2008 — 2012
MS, Technology Systems
Rowan-Cabarrus Community College
Continuing Education, Project Management Fundamentals
University of North Carolina at Charlotte - Belk College of Business
Post-baccalaureate, Second Major in Management Information Systems
University of North Carolina at Charlotte - Belk College of Business
BA, Business Administration - Concentration in Management
Pantera Retail Advisors 2008 - Present
KeyBank Real Estate Capital 2007 - 2008
Inland Mortgage Capital Corporation 2003 - 2007
Wachovia, A Wells Fargo Company 2000 - March 2003
Skills
Real Estate, Real Estate Transactions, Property Management, Commercial Banking, Negotiation, Underwriting, Business Development, Credit, Commercial Real Estate, Construction Loans, Real Estate Financing, Brokerage, Disposition, Real Estate Economics, Loans, Banking, Asset Management, Commercial Lending, Commercial Mortgages, Real Estate Development, Leases, Investment Properties, Corporate Real Estate, Due Diligence, Lease Administration, Land Acquisition, Appraisals, Location Intelligence, Investments, Apartments, Valuation, Lease Negotiations, Dispositions, Management, Portfolio Management, Contract Negotiation, Financial Analysis, Finance
Education
Duquesne University
TIMET September 2012 - Present
Lockheed Martin June 2011 - September 2012
Lockheed Martin Information Technology July 2009 - May 2011
XS, Inc. January 2008 - May 2008
Wachovia, A Wells Fargo Company 2008 - 2008
Skills
Government Contracting, Proposal Writing, Technical Writing, Microsoft Office, Project Management, Process Improvement, Leadership, DoD, Earned Value Management, Security Clearance, Microsoft Excel, Team Building, FAR, Data Analysis, Government, Customer Service, Leadership Development, Operations Management
Education
Drexel University 2010 — 2012
MBA, Engineering Management & Finance
Drexel University - College of Business and Administration 2009 — 2010
Graduate Certificate, Organizational Management and Leadership
North Carolina State University 2005 — 2009
BS, Business Management - Finance & Operations/Supply Chain Logistics
North Carolina State University - College of Management 2005 — 2009
B.S., Business Management - Operations/Supply Chain, and Finance
AXA Advisors October 2013 - Present
Black Diamond Solutions, LLC August 2006 - Present
Wachovia, A Wells Fargo Company January 2001 - July 2006
Tribus Companies June 1990 - December 2000
Skills
Employee Benefits, Benefits Administration, Disability Insurance, Financial Services, Customer Service, Customer Retention, Business Strategy, Healthcare Compliance, Disability Protection, Health Care and..., Business Strategic..., ACA and ERISA Compliance, Cobra, FSA, HSA and HRA..., Retirement Planning
Education
Dickinson College
BA, Political Science
International Foundation of Benefits and Wharton School of Business
CEBS
Syracuse University
MBA, Operations Management, International Business
The Remi Group June 2013 - Present
Duke Energy Corporation April 2013 - June 2013
Wachovia, A Wells Fargo Company February 2011 - January 2013
CMS(Charlotte Mecklenburg Schools) November 2010 - July 2011
HP August 2009 - October 2010
DirectbyUs January 2005 - December 2009
National Diagnostics, Inc. November 2008 - August 2009
The Comdyn Group November 2007 - October 2008
Lash Group July 2005 - October 2005
Skills
SSIS, T-SQL, TFS, ASP.NET, SharePoint, Microsoft SQL Server, C#, SDLC, VB.NET, Oracle, SSRS, .NET, Requirements Analysis, Web Services, SQL, XML, IT Management, Agile Methodologies, ASP, Database Design, Data Warehousing, Crystal Reports, IIS, Visual Studio, Business Intelligence, SOA, Business Analysis, WCF, AJAX, Sybase, T-SQL Stored Procedures, Full SDLC
Education
DeVry University 2005 — 2005
BS, CIS
Franklin American Mortgage Company December 2012 - Present
First Republic Bank August 2011 - October 2012
CMG Mortgage October 2009 - October 2010
Pacific Union Financial 2010 - 2010
Accountemps/Wells Fargo 2009 - 2009
Wachovia, A Wells Fargo Company 2007 - 2009
Indymac Bank 2008 - 2008
Fremont Investment and Loan 2003 - 2007
Wells Fargo 1995 - 1997
Skills
Mortgage Banking, Mortgage Lending, Mortgage Industry, Loans, Mortgage, Credit, Mortgage Underwriting, Credit Analysis, Residential Mortgages, Consumer Lending, Small Business Lending, Home Equity Loans, Home Equity Lines of..., Wholesale Lending, Refinance, Underwriting, Loan Origination, Loss Mitigation, Loan Servicing, Credit Risk, Commercial Lending
Education
Diablo Valley College 1986 — 1988
Piedmont Land Conservancy July 2001 - Present
Volvo Parts February 1998 - May 2000
Wachovia, A Wells Fargo Company January 1997 - January 1998
AT&T March 1992 - December 1996
Skills
Dreamweaver, Photoshop, Data Analysis, HTML, Healthcare IT, COBOL, SQL, Raiser's Edge, Relational Databases, Report Generation
Education
East Carolina University 2008 — 2009
Graduate Certificate, Web Technology
University of North Carolina at Greensboro 1988 — 1991
B.S., Information Systems
Olympus Corporation of the Americas January 2005 - Present
Lehigh Carbon Community College December 2005 - March 2008
Wachovia, A Wells Fargo Company September 2000 - January 2005
Education
DeSales University 2003 — 2005
MBA, Finance
Penn State University 1988 — 1990
BS, Criminal Justice
Purdue University 1985 — 1988
Business
New York Institute of
Post MBA
Wells Fargo March 2011 - Present
Property Management October 2009 - March 2011
Wachovia, A Wells Fargo Company January 2009 - September 2009
HSBC July 2004 - January 2008
Skills
Project Management, Business Analysis, Requirements Analysis, Office Management, Information Technology, Job Coaching, Real Estate, Mortgage Servicing, Mortgage Banking
Education
East Carolina University 1996 — 1998
Business Administration
Silicon Valley Bank January 2012 - Present
Wells Fargo & Co. August 2010 - January 2012
Wachovia, A Wells Fargo Company April 2009 - August 2010
Wachovia Bank October 2003 - April 2009
Creative Financial Group August 2001 - October 2003
Education
Drexel University - LeBow College of Business 2009 — 2011
MBA
Gettysburg College 1997 — 2001
B.A., Business Management, Economics
National University of Ireland, Galway 2000 — 2000
Morningstar Properties July 2012 - Present
Budget Development June 2008 - February 2012
Wachovia, A Wells Fargo Company May 2005 - May 2008
Bank of America July 1998 - May 2005
Sea-Land Service, Inc. July 1995 - June 1996
Accenture July 1991 - July 1995
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Corporate Finance, Consultancy, Capital Markets, Loan Structuring, Loan Origination, Operations, Strategic Planning, Process Management, Business Process...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA, Finance
Duke University 1987 — 1991
Bachelor of Arts (BA), Chemistry
LPL Financial 2014 - Present
myEworkbook Inc September 2010 - Present
Wachovia, A Wells Fargo Company 2005 - January 2014
Cognizant Technology Solutions August 2004 - March 2005
Aon Hewitt September 2003 - August 2004
HCL Technologies July 2002 - August 2003
Tata Consultancy Services July 1999 - July 2002
Skills
Strategy Development, Marketing Strategy, Financial Markets, Financial Analysis, Non-profit Development, Brand Development, IT Strategy, Strategic Partnerships, Market Intelligence, Pricing Strategy, Strategy, Fundraising, Analytics, Marketing, Portfolio Management, Business Strategy, Strategic Planning, Business Development, Management Consulting, Social Networking, Mergers & Acquisitions, Competitive Analysis, Product Development, Digital Strategy
Education
Duke University - The Fuqua School of Business 2011 — 2012
MBA, Strategy, Finance, Marketing
CFA Institute
CFA
National Institute of Technology Kurukshetra 1995 — 1999
Bachelor Of Technology in, Electronics and Communications Engineering
Institute of International Finance August 2012 - December 2012
Fowler White Boggs May 2012 - July 2012
Wachovia, A Wells Fargo Company June 2008 - July 2010
SunTrust Robinson Humphrey June 2007 - August 2007
SunTrust Bank June 2006 - August 2006
Education
Duke University School of Law 2010 — 2013
J.D.
University of Florida - Warrington College Of Business 2004 — 2008
BSBA
US Bank April 2006 - Present
MFJ ENTERPRISES July 2004 - September 2007
Security Capital Group August 2001 - July 2002
Wachovia Securities, LLC August 1999 - August 2001
Wachovia, A Wells Fargo Company June 1993 - August 1999
Macy's June 1989 - August 1991
Skills
Credit, Corporate Finance, Credit Analysis, Portfolio Management, Financial Modeling, Financial Analysis, Banking, Loans, Commercial Banking
Education
Tulane University - A.B. Freeman School of Business 1991 — 1993
MBA, Finance, Marketing
Duke University 1985 — 1989
A.B., Public Policy and Economics
Parallon Business Solutions September 2014 - Present
Deloitte September 2012 - September 2014
Deloitte Consulting September 2010 - August 2012
Fuqua School of Business August 2008 - September 2010
CSC June 2009 - August 2009
Carolinas Healthcare System August 2003 - July 2008
Wachovia, A Wells Fargo Company June 2002 - August 2002
Skills
Project Management, Healthcare Information..., Process Redesign, Cross-functional Team..., Financial Modeling, Management Consulting, Analytics, Business Strategy, Competitive Analysis, Leadership, Enterprise Software
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA
Duke University 1999 — 2003
AB, Computer Science
Wachovia, A Wells Fargo Company January 2005 - Present
Wachovia, A Wells Fargo Company October 2003 - December 2004
National CIty Corporation January 2000 - December 2002
National City Corporation January 1999 - January 2000
First Citizens Bank & Trust Company of South Carolina, NA January 1997 - December 1998
Victory Savings Bank January 1990 - December 1996
SC State Board of Financial Institutions June 1987 - January 1990
Education
Duke University - Fuqua School of Business 1996 — 1998
Master of Business Administration, Business Administration
University of South Carolina - The Moore School of Business 1983 — 1987
Bachelor of Science in Business Administration, Investments and Business Economics
PRofessional Training
Wachovia, A Wells Fargo Company June 2010 - Present
Wells Fargo January 2010 - Present
n.a November 2005 - Present
Pier 1 Import November 2009 - June 2010
steve and barry's November 2005 - January 2009
Steve and Barry's November 2005 - January 2009
Steve and Barry's November 2005 - January 2009
Steve and Barrys 2005 - 2009
Wal-Mart Watch October 1994 - August 2005
Wal-Mart Store Inc October 1994 - August 2005
Skills
Inventory Management, Training, Retail, Loss Prevention, Leadership
Education
DeVry University
BS, Business Admin
DeVry University
Business Administration, Project Management
Truvista Communications September 2011 - Present
Wells Fargo Bank April 2011 - September 2011
Wachovia, A Wells Fargo Company June 2007 - April 2011
Spirit Telecom October 2005 - May 2007
Northrop Grumman August 2003 - October 2005
Spirit Telecom May 2002 - August 2003
Weyerhaeuser December 2000 - May 2001
Skills
MPLS, Troubleshooting, Wireless, QoS, Multicast, Sniffer, WAAS, Spirent, Cisco Technologies, Switches, Routing, Network Design, Firewalls, WAN, Data Center
Education
East Carolina University 1999 — 2001
B.S., Computer Science
Francis Marion University
Northwestern High
Wells Fargo Bank December 2008 - Present
Wachovia, A Wells Fargo Company July 2003 - December 2008
El Paso County Department of Transportation September 2000 - June 2001
US Army June 1995 - September 2000
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Finance
United States Military Academy at West Point 1991 — 1995
BS, Engineering Management
Santander Bank, N.A. 2004 - Present
Wachovia, A Wells Fargo Company 1985 - 2004
Skills
Credit, Business Development, Commercial Banking, Process Improvement, Treasury Management, Loans, Finance, Financial Analysis, Banking, Relationship Management, Portfolio Management, Cash Management, Mortgage Banking, Auditing, Middle Market, Financial Services, Commercial Lending, Wealth Management, FX Options, Small Business Lending, Sales, Credit Analysis
Education
Duke University - The Fuqua School of Business 1987 — 1989
Exec. Mgmt, Executive Leadership
Lehigh University - College of Business and Economics
MBA, Finance
The Pennsylvania State University
B.S. in Accounting, Accounting
Fidelity Bank September 2012 - Present
Banking April 1997 - Present
Wells Fargo October 2009 - September 2012
WELLS FARGO BANK / WELLS FARGO ADVISORS / WACHOVIA BANK October 2009 - September 2012
Wachovia, A Wells Fargo Company April 2004 - October 2009
East Lake Marietta Center March 2003 - September 2009
AVP / Emory / Toco Hills / Decatur Offices March 2000 - February 2003
AVP / Emory March 1999 - March 2000
Wachovia Bank April 1998 - March 1999
THE FASTENAL COMPANY December 1994 - November 1996
Skills
Sales, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Small Business Lending, Microsoft Office, Consumer Lending, Commercial Lending, Loans, Lines Of Credit, Credit, Loan Origination, Mortgage Lending, Mortgage Banking, Series 7, Banking, FHA, Branch Management, Underwriting, Finance, Strategic Financial..., Insurance
Education
East Carolina University 1987 — 1991
BS, Industrial Technology
East Carolina University
Bachelor of Science, Industrial Technology
Credit Suisse October 2009 - Present
Strategic Staffing Solutions November 1999 - October 2009
Wachovia, A Wells Fargo Company 1999 - 2009
Wachovia, A Wells Fargo Company 1999 - 2009
Celeris Corporation 1998 - 1999
McHugh Software 1997 - 1998
Encompass 1991 - 1997
Capital Data Systems 1991 - 1991
Accounting Technologies 1988 - 1991
Roger Carter Corp. 1985 - 1988
Education
East Carolina University 1986 — 1989
BS, Computer Science
Pensacola Junior College 1984 — 1985
Liberty Bible College 1982 — 1984
Music
Swarthmore Systems Inc January 2000 - Present
Wells Fargo March 2014 - September 2015
Thomas Jefferson University Hospitals December 2013 - December 2014
Legacy Data Access August 2012 - June 2014
Mastercard International February 2013 - November 2013
Thomas Jefferson University Hospitals March 2012 - February 2013
Wells Fargo October 2010 - March 2012
Exelon Energy Corp January 2010 - June 2010
Thomas Jefferson University Hospital May 2008 - December 2009
Wachovia, A Wells Fargo Company March 2004 - March 2008
Skills
Software Development, SQL, Testing, Unix, Databases, Oracle, Data Warehousing, Programming, COBOL, Program Management, Data Migration, Business Analysis, SDLC, Requirements Analysis, Software Project..., GoldenGate, Vendor Management, TAL
Education
Drexel University 1980 — 1984
MSEE, Computers and Electrical Engineering
University of Notre Dame 1976 — 1980
BSEE, Electrical Engineering / Computer Systems
Wells Fargo Advisors April 2012 - September 2013
Wells Fargo Advisors November 2009 - March 2012
Wachovia, A Wells Fargo Company December 2005 - April 2009
Creative Coaching and Associates December 2005 - April 2009
Wachovia Securities, LLC May 2003 - November 2005
Wachovia Securities, LLC July 2000 - May 2003
Skills
Training, Performance Management, Coaching, Management
Education
Duke University 2005 — 2005
Certification, Business Coaching
Wells Fargo March 2014 - Present
Wells Fargo January 2009 - Present
Wachovia, A Wells Fargo Company 2002 - Present
Wachovia 2000 - 2008
Skills
Capital Markets, Derivatives, Interest Rate..., Fixed Income, Portfolio Management
Education
Duke University 1998 — 2002
AB, Comparative Area Studies (Italian/Arabic), Economics
Strategic Staffing Solutions-Duke Energy June 2012 - Present
Collabera-Bank of America October 2011 - June 2012
TecHead-Bank of America October 2009 - June 2011
Wachovia, A Wells Fargo Company October 2007 - September 2008
Wachovia, A Wells Fargo Company September 2006 - September 2007
Baker & Taylor January 2006 - July 2006
SPX Corporation October 2003 - January 2006
Skills
Employee Relations, Employee Benefits, Performance Management, Deferred Compensation, Talent Management, HR Project Management
Education
Keller Graduate School of Management 2007 — 2009
Masters, Human Resources Management
Drexel University - LeBow College of Business 1984 — 1989
Bachelor of Science, Accounting
Wells Fargo 1985 - Present
Wachovia, A Wells Fargo Company April 1999 - December 2008
CoreStates Financial Corp March 1985 - April 1999
Skills
Risk Management, Credit, Portfolio Management, Loans, Credit Cards, Internal Audit, Internal Controls, AML, Auditing, Financial Services, Bank Secrecy Act, Consumer Lending, Leadership, Debit Cards, Trade Finance
Education
Drexel University - College of Business and Administration 1978 — 1983
BSBA, Accounting
Wells Fargo Home Mortgage May 2010 - Present
Wachovia, A Wells Fargo Company July 2009 - February 2011
Wachovia, A Wells Fargo Company September 2004 - June 2009
GECIS June 2002 - December 2003
GECIS September 2000 - June 2002
GECIS October 1999 - September 2000
Skills
Classroom Facilitation, LMS, Virtual Classroom..., Training Needs Analysis, Instructor-led Training, Coaching, Learning Management..., Training, Team Building, Project Management, Performance Management, Employee Training, Credit, Consulting, Change Management, Banking
Education
Delhi University 1996 — 1998
BA Honors, Literature
UBS Financial Services, Inc. November 2008 - Present
Wachovia, A Wells Fargo Company September 2000 - November 2008
Merrill Lynch April 1996 - February 2000
Skills
Asset Allocation, Equities, Fixed Income, Investment Advisory, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Wealth Management
Education
DePaul University
Masters, Business Administration
Illinois Institute of Technology
Bachelor of Science, Electrical Engineering
CarrKel Properties, LLC 2009 - Present
MGC Property Holdings, LLC 2009 - Present
Magin Concepts, LLC 2006 - Present
Wachovia, A Wells Fargo Company 1995 - 2002
Skills
Small Business, Public Speaking, Entrepreneurship, Leadership, Account Management, Business Development, Coaching, Credit, Customer Service, New Business Development, Team Building, Risk Management, Project Management, Microsoft Word, Process Improvement, Social Media Marketing, Outlook, Strategic Planning, Social Networking, Marketing Strategy, Management, Start-ups, System Administration, Marketing, Sales
Education
Drexel University
Electrical Engineering
Wells Fargo Bank January 2011 - Present
Wells Fargo July 2007 - January 2011
Wachovia, A Wells Fargo Company July 2007 - February 2008
Hostar International, Inc. October 2005 - July 2007
Hostar International, Inc. 2005 - 2006
Skills
Project Management, Process Improvement, Vendor Management, SDLC, Management, Integration, Project Planning, Outsourcing, Budgets, Strategy, Program Management, Testing, Change Management, ITIL, Contract Negotiation, Human Resources
Education
DeVry Institute of Technology 1992 — 1994
AS, Electronic Technology
Keller Graduate School of Management of DeVry University
Masters, Business Admin
DeVry University
BS, Technical Management
Capital One January 2014 - Present
Capital One July 2011 - Present
Wells Fargo July 2010 - July 2011
Wachovia, A Wells Fargo Company November 2008 - July 2010
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Credit Analysis, Commercial Banking, Small Business Lending, Retail Banking, Commercial Lending, Mortgage Banking, Loan Origination, Lines Of Credit, Wealth Management, Refinance, Financial Analysis, Cash Management, Investments, FHA
Education
Dowling College 2007 — 2009
Master of Business Administration (MBA), Finance, General, 3.4
Kean University 2002 — 2005
Undergraduate, Business Administration and Management, General
Time Warner Cable February 2012 - Present
MDL Consulting October 2002 - April 2013
Wachovia, A Wells Fargo Company February 2002 - July 2011
Hewitt Associates November 2005 - August 2008
First Union National Bank February 2002 - December 2002
University Park Baptist Church May 2000 - December 2001
Skills
Project Coordination, Training & Development, Technical Writing
Education
East Carolina University 1984 — 1988
BA, Communications/Journalism
Wachovia, A Wells Fargo Company September 1995 - Present
Education
East Carolina University 1972 — 1975
B.S.
SunGard Wealth & Retirement August 2015 - Present
SunGard Wealth and Retirement June 2011 - August 2015
Infovisa July 2010 - June 2011
Wachovia, A Wells Fargo Company November 2009 - July 2010
Wachovia, A Wells Fargo Company December 2007 - November 2009
Vanguard December 2006 - December 2007
Skills
Trust Accounting, Portfolio Management, Risk Management, Asset Allocation, Private Wealth..., Client Relationship..., Project Management, Problem Solving, Software Implementation, User Acceptance Testing, FinCEN, Trust Services, Securities Regulation, Tax Accounting, Investment Policy..., Investments, SharePoint, Training, Asset Management, Wealth Management, Integration, Investment Strategies, Business Analysis, Mutual Funds, Financial Services, Investment Management, Securities, Relationship Management, High Net Worth..., Back Office, Troubleshooting, Trading Systems, Bloomberg, ETFs, JIRA, Quality Control, Management, Leadership, Equities, Wealth Management...
Education
Gardner-Webb University 2013 — 2016
Master of Wealth and Trust Management
East Carolina University
B.S.
United Community Bank May 2009 - Present
Wells Fargo-Wachovia 1982 - 2008
Wachovia, A Wells Fargo Company 1996 - 2006
Skills
Small Business Lending, Portfolio Management, Credit Risk, Commercial Lending, Credit, Loans, Banking, Commercial Banking, Credit Analysis, Retail Banking, Lines Of Credit, Loan Origination, Commercial Mortgages, Asset Based Lending
Education
UNC Chapel Hill 1977 — 1979
MBA
Duke University 1972 — 1976
BA, Eoconomics
Wachovia, A Wells Fargo Company October 2009 - Present
Rosetta January 2009 - October 2009
Goldman Sachs October 2001 - November 2008
AIG May 2000 - October 2001
Covansys March 1998 - May 2000
Education
Jawaharlal Nehru Technological University 1989 — 1993
B.Tech, Electronics & Communications Engg
Devi Ahilya Vishwavidyalaya
M.Tech, Computer Science
Invesco November 2013 - Present
ING Investment Management October 2011 - November 2013
ING Investment Management April 2007 - October 2011
Wachovia, A Wells Fargo Company June 2003 - April 2007
Skills
High Yield, Portfolio Management, Trading, Emerging Markets, Series 7, Credit Analysis, Series 63, Fixed Income Analysis, Bonds, Fixed Income, Bloomberg, Alternative Investments, Asset Management, Asset Managment, Capital Markets, Corporate Finance, Credit, Financial Markets, Financial Modeling, Hedge Funds, Hedging, Investments, Valuation, Investment Management, Asset Allocation, Risk Management
Education
Duke University 1999 — 2003
BS
Notre Dame de Sion 1991 — 1999
M&T Bank Service ManagerWells Fargo Bank2010 - 2012
Wachovia, A Wells Fargo Company March 2009 - November 2010
Clinique Cosmetics 2001 - June 2004
Skills
Cash Management, Banking, Credit, Retail Banking, Consumer Lending, Commercial Banking, Small Business Lending
Education
Dominican College of Blauvelt 2006 — 2008
Bachelor's egree, Marketing/Marketing Management, General
Dominican College of Blauvelt
Bachelors Degree, Marketing
Home March 2012 - Present
Wachovia, A Wells Fargo Company July 2006 - March 2012
Enterprise Rent-A-Car 2005 - 2006
Target February 2001 - 2005
Skills
Banking, Loans, Credit, Mortgage Lending, Retail Banking, Relationship Management, Commercial Banking, Mortgage Banking, Cross Selling, Loan Origination
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master's, Accounting/CPA/CFE
DeVry University 2003 — 2005
Technical Management, Sales and Marketing
Weston High School July 2014 - Present
Weston High School October 2012 - June 2013
Sylvan Learning Centers August 2012 - June 2013
Goldman Sachs February 2007 - May 2010
Goldman Sachs January 2005 - February 2007
Wachovia, A Wells Fargo Company June 2003 - January 2005
Education
DePaul University 2011 — 2012
Master of Education, Secondary Education Mathematics
The College of New Jersey 1999 — 2003
BS, Finance
North Hunterdon High School 1995 — 1999
Wells Fargo 2009 - 2011
Wachovia, A Wells Fargo Company 2004 - 2008
Wachovia, A Wells Fargo Company 1999 - 2004
Education
East Carolina University 1983 — 1987
Bachelor of Science, Business Administration
Wachovia, A Wells Fargo Company 1982 - 2010
AIR TRANSPORT COMMAND 1994 - 2003
U.S. AIR FORCE AIR NATIONAL GUARD – NEW CASTLE, DE September 1983 - August 1989
Skills
Credit Cards, Customer Service, Banking, Microsoft Office
Education
Delaware Technical and Community College-Stanton-Wilmington 2011 — 2011
Certification, Polysomnography
BB&T September 2013 - Present
Wachovia, A Wells Fargo Company February 2003 - September 2013
Education
DeVry University-Illinois 2013 — 2015
Bachelor of Technology (B.Tech.), Network Management
North iredell High School
Statesville High School
WEST IREDELL HIGH
Charlotte-Mecklenburg Police Department June 2012 - Present
Wachovia, A Wells Fargo Company October 2010 - March 2012
ACS, a Xerox Company June 1999 - February 2010
Bayer Corporation June 1996 - May 1999
Mellon Bank June 1994 - June 1996
Duquesne Light February 1993 - June 1994
Vertex June 1989 - February 1993
Mountain Bell March 1986 - June 1989
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
Masters, Project Management - MPM
DeVry Institute of Technology 1983 — 1986
Bachelor of Science, Computer Science
Self-Employed October 2007 - Present
First Data Corporation February 2013 - February 2015
SunTrust Bank August 2011 - February 2013
Wachovia, A Wells Fargo Company September 2010 - August 2011
GreenPoint Mortgage July 2003 - April 2007
Skills
Loans, Banking, Mortgage Lending, Credit Analysis, Consumer Lending, Small Business Lending, Cross Selling, Commercial Banking, Lines Of Credit, Loan Origination, Mortgage Banking, Merchant Services, Financial Services, Insurance, Residential Mortgages, Retail Banking, Relationship Management, Credit Risk, Wealth Management, Retirement Planning, Investments, Financial Advisory, Banking Relationships, Home Equity Loans, Home Equity Lines of..., Credit Cards, Branch Banking, Credit, Sales, Business Development, Payments
Education
Dowling College 1995 — 1997
Bachelors
Wilmington Trust 2011 - Present
Wachovia, A Wells Fargo Company 2004 - 2011
Skills
Wealth Management
Education
Drexel University - LeBow College of Business 1998 — 2004
BB&T Insurance Services Inc. October 2013 - Present
IBM May 2013 - October 2013
BB&T Insurance Services Inc. April 2008 - June 2013
The Hartford May 2005 - April 2008
Wachovia, A Wells Fargo Company January 2002 - May 2005
RBC Bank June 2000 - December 2001
Wachovia, A Wells Fargo Company September 1999 - May 2000
Marriott International May 1998 - September 1999
Skills
Process Improvement, Team Building, Customer Service, Banking, Management, Recruiting, Sourcing, Program Management
Education
East Carolina University 1996 — 1998
Bachelor of Science Degree, Hospitality Management
Montreat College
Master, Business Administration
Resource Real Estate 2007 - Present
Wachovia, A Wells Fargo Company 2006 - 2007
Education
Drexel University 2009 — 2011
Masters, Property Managemet
Widener University 2002 — 2006
Bachelors of Science, Accounting
Royal Bank of Canada 2009 - Present
Credit Suisse 2007 - 2009
Wachovia, A Wells Fargo Company 1998 - 2007
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA, Finance, Accounting
University of North Carolina at Charlotte
BA, Business Administration
Sapient Global Markets October 2007 - Present
Citibank 2007 - 2009
Wachovia, A Wells Fargo Company 2005 - 2007
Wachovia, A Wells Fargo Company 2003 - 2005
Education
Duke University 1994 — 1998
BA, Economics
US Trust, Bank of America May 2004 - Present
US Trust, Bank of America October 2010 - February 2014
US Trust, Bank of America May 2004 - October 2010
Wachovia, A Wells Fargo Company October 2001 - April 2004
First Union National Bank May 1997 - September 2001
First Union December 1996 - April 1997
Skills
Relationship Management, Asset Managment, Wealth Management, Banking, Microsoft Excel, Analytics, PowerPoint, Risk Management
Education
East Carolina University 1991 — 1995
BA, English
Yadkin Valley Bank March 2013 - Present
Southern Community Bank and Trust August 2010 - March 2013
Wachovia, A Wells Fargo Company 1977 - 2010
Skills
ACH, Banking, Small Business Lending, Loans, Commercial Lending, Cash Management, Credit, Payments, Commercial Banking, Consumer Lending, Strategy, Retail Banking, Credit Analysis, Risk Management, Treasury Management
Education
East Carolina University 1975 — 1980
BSBA, Business Administration
East Carolina University - College of Business 1975 — 1980
BSBA, Business Administration and Management, General
Verizon Enterprise Solutions December 2013 - Present
General Dynamics Information Technology March 2012 - December 2013
Apex Information Technologies September 2011 - March 2012
Wells Fargo Bank 2003 - December 2010
Wachovia, A Wells Fargo Company 2000 - 2003
Wachovia, A Wells Fargo Company 1996 - 2000
US Airways 1993 - 1996
Diebold 1990 - 1993
Skills
Checkpoint, Cisco Technologies, HP Openview, Netcool, Information Security, IDS, Security, SharePoint, VPN, Servers, Visio, Firewalls, Enterprise Architecture, Network Security, Routers, Networking, Switches, Troubleshooting, Information Security..., Data Center, Hardware, TCP/IP, Enterprise Software, Computer Security, IT Management, DNS, Vulnerability Management, System Administration, Unix, Windows Server, Information Technology, Vulnerability Assessment, IT Operations, Incident Management, Integration, Operating Systems, IT Service Management, Technical Support
Education
DeVry University 2005 — 2010
BSTM, Technology
Forsyth Technical College 1998 — 2002
AS, Cisco Networking
Royal Bank of Canada April 2005 - Present
Deutsche Bank February 2000 - March 2005
Summit Bank April 1998 - January 2000
Wachovia, A Wells Fargo Company January 1989 - December 1997
Education
Duke University
B.S, Economics
Harvard Business School
MBA, Business Administration
Fundtech December 1997 - Present
Wachovia, A Wells Fargo Company June 1991 - November 1997
Skills
Software Quality..., Test Cases, Test Planning, Quality Center, Regression Testing, Test Automation, QTP, Manual Testing, Defect Tracking, Test Management, Quality Assurance, User Acceptance Testing, Test Strategy, System Testing, Test Execution, Testing, Agile Testing, Bugzilla, Functional Testing, Integration Testing
Education
DeVry University 1999 — 2003
Computer Information System
Robert W. Baird & Co. January 2009 - Present
Wachovia, A Wells Fargo Company January 2003 - January 2009
Lehman Brothers June 2000 - December 2002
Merrill Lynch July 1995 - June 1998
Education
Duke Fuqua School of Business 1998 — 2000
MBA, Finance
Wake Forest University 1991 — 1995
BS, Finance, Politics
Pitt County Schools, Greenvill NC September 2010 - June 2011
Lenoir County schools, Kiston NC February 2009 - June 2010
Wachovia Dealer Services September 2005 - January 2007
Wachovia, A Wells Fargo Company August 2004 - September 2005
Education
East Carolina University 2007 — 2008
Licensure only, Elementary Education K-6
East Carolina University 1999 — 2004
BS Child Development, Family and Community Services
M*Modal November 2000 - Present
Wachovia, A Wells Fargo Company February 1988 - November 2000
Skills
Requirements Analysis, Healthcare Information..., Cerner, Customer Service, XML, Data Warehousing, HL7, Microsoft Office, Oracle, SDLC, SQL, Windows Server, Team Leadership, Quality Assurance, Software Documentation, Training, Software Development, Databases, Leadership, VBScript, Software Project..., Troubleshooting, Web Services, Production Support, EMR, Visio, Project Management, Software Implementation, Process Improvement, Visual Basic, Microsoft SQL Server, Health Information..., Unix, EHR, Integration, .NET, Microsoft Excel, HIPAA
Education
Keller Graduate School of Management of DeVry University 2000 — 2002
MISM, Computer Information System
DeVry University-Georgia 1996 — 1998
Bachelor of Science (BS), Computer Information System
Wachovia, A Wells Fargo Company February 1998 - Present
Wells Fargo Securities 1998 - Present
Skills
Investment Banking
Education
Drexel University - College of Business and Administration 1973 — 1975
mba, finance
Villanova University 1969 — 1973
bs, finance
St. Thomas More Catholic School October 2005 - Present
Wachovia, A Wells Fargo Company 1988 - 2003
Wachovia, A Wells Fargo Company 1988 - 2003
Education
DeSales University 1989 — 1991
Teaching Certification, Secondary Education and Teaching
Penn State University 1984 — 1988
BS, Administration of Justice
TrustAtlantic Bank April 2011 - Present
Wachovia, A Wells Fargo Company June 2006 - April 2011
Education
East Carolina University
BFA, Art Degree