Wachovia Bank
Industry: Financial services company
DescriptionWachovia was a diversified financial services company based in Charlotte, North Carolina. Before its acquisition by Wells Fargo and Company in 2008, Wachovia was the fourth-largest bank holding company in the United States, based on total assets. Headquarters: Charlotte, North Carolina, United States Acquisition date: 31 December 2008 Founded: 16 June 1879 Defunct: 2008 (as an independent corporation); 2011 (as a brand) Subsidiaries: Wells Fargo Advisors, Wachovia Service Corp, Parent organization: Wells Fargo
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Wachovia Bank Employees
Rosewood Marketing January 2014 - Present
Russell Athletic 2002 - 2005
Wachovia Bank July 1997 - October 2000
Skills
Project Management, Marketing Strategy, Budget Forecasts, Integrated Marketing..., PowerPoint, Collateral Materials..., Brand Management, Forecasting, Professional Writing, Sales Presentations, Marketing Communications, Strategy
Education
Duke University - The Fuqua School of Business 2001 — 2003
Master of Business Administration (M.B.A.), Marketing
Smith College 1993 — 1997
Bachelor of Arts (B.A.), Mathematics
SunTrust Bank September 2013 - Present
VantageSouth Bank January 2013 - September 2013
Vantage South Bank May 2010 - September 2013
RBC Bank February 2007 - May 2010
Wachovia Bank January 2005 - February 2007
Skills
Accounting, Customer Service, Team Building, Microsoft Excel, Financial Analysis, Microsoft Word, Strategic Planning, Finance, Credit Analysis, Marketing, Business Development, Underwriting, Negotiation, Project Management, Microsoft Office, Budgets, Commercial Banking, Credit, Loans
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2009
MBA, MBA
East Carolina University 2000 — 2004
BS, Economics
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
Square 1 Bank February 2015 - Present
Harrington Bank December 2002 - September 2014
Comerica Bank January 2002 - October 2002
Wachovia Bank October 2000 - January 2002
Wachovia Bank August 1998 - October 2000
Skills
Leadership, Financial Analysis, Data Analysis, Microsoft Excel, Commercial Banking, Training, Loans, Portfolio Management, Oral & Written..., Problem Solving, Management, Risk Management, Project Management, Databases, Finance, Credit Analysis, Underwriting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
Master of Business Administration (MBA)
Duke University 1986 — 1990
Bachelor of Engineering (B.E.), Civil Engineering
Norfolk Academy 1974 — 1986
US Trust December 2013 - Present
Weatherly Investment Associates, LLC January 2009 - November 2013
Wachovia Bank March 2007 - January 2009
Wachovia Bank February 2005 - March 2007
Skills
Financial Analysis, Credit, Time Management, Insurance, Team Building, Forecasting, Management, Cash Management, Budgets, Financial Services, Training, Employee Benefits, Consumer Lending, Payroll, Credit Analysis, Business Development, Loan Origination, Portfolio Management
Education
East Carolina University 1991 — 1994
Bachelor of Science (B.S.), Merchandising
Fellerman & Ciarimboli July 2012 - Present
Duquesne University School of Law August 2009 - June 2012
Fellerman and Ciarimboli, PC June 2010 - September 2011
Wachovia Bank September 2005 - June 2009
Wachovia Bank September 2005 - June 2009
Skills
Trial Advocacy, Litigation, Evidence, Civil Litigation, Marketing, Leadership, Legal Writing, Legal Research, Insurance, Westlaw, Estate Planning, Trials, Personal Injury, Product Liability, Automobile Accidents, Wrongful Death, Sales, Recruiting, Workshops, Due Diligence, Mergers, Courts, Mediation, Contract Negotiation, Mergers & Acquisitions, Medical Malpractice, Arbitration, Lexis, Jury Selection, Bankruptcy, Public Liability, Criminal Law, Commercial Litigation, Legal Issues, Legal Assistance
Education
Duquesne University 2009 — 2012
Juris Doctorate
2006-2008Wilkes UniversityWilkes 2006 — 2008
Master's, Business Administration; Organizational Leadership and Development and Human Resource Management
Saint Joseph's University 2001 — 2005
Bachelor of Science, Management
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
Bachelor of Science, Management
Resolvit December 2010 - Present
Re/Max One Realty February 2010 - October 2010
SunTrust Bank June 2007 - December 2009
Wachovia Bank October 2004 - July 2006
Boston Market August 2001 - October 2004
Skills
Customer Service, Telecommunications, Technical Recruiting, Salesforce.com, Talent Acquisition, Vendor Management, Cold Calling, Sourcing, Recruiting, Applicant Tracking..., Customer Satisfaction, Integration, Internet Recruiting, Interviews, Leadership, Management, Management Consulting, Marketing, Process Improvement, Resource Management, Resume Writing, Screening Resumes, Security, Staff Augmentation, Staffing Services, Team Leadership, Temporary Placement, Time Management
Education
East Carolina University 1998 — 2001
Bachelor's degree
Wells Fargo August 2012 - Present
TIAA-CREF September 2010 - June 2012
Wachovia Bank November 2005 - December 2008
Wachovia November 2005 - December 2008
S1 Corporation January 2004 - October 2005
J.D. Edwards Inc. / YOUcentric, Inc. 2000 - 2004
YOUcentric October 2000 - December 2003
J.D. Edwards July 2001 - March 2003
Unisys 1998 - 2000
Broadway and Seymour 1994 - 1998
Skills
Performance Tuning, Performance Analysis, Systems Analysis, Performance Testing, Capacity Planning, Quality Assurance, Automation, Network Engineering, SDLC, Quality Center, HP, LoadRunner, Troubleshooting, Analysis, Test Automation, Requirements Analysis, Architecture, System Testing, User Acceptance Testing, Cloud Computing, Web Services, PMP, Process Improvement, Testing, Test Planning, Software Quality..., Agile, Test Cases, Business Analysis, Software Development, Linux, Visio, Windows, ITIL, Software Project..., Manual Testing, VMware, Perl, Test Management, Documentation, SharePoint, Unix Shell Scripting, SiteScope, Performance Center, Configuration Management, IT Management, Regression Testing, Defect Tracking, Shell Scripting, Test Strategy
Education
Walden University 2009 — 2011
MBA, Technology Management
East Carolina University - College of Business 1988 — 1992
BSBA, Decision Science (computer information systems)
Wells Fargo Bank January 2009 - Present
Wachovia Bank May 2001 - January 2010
Wachovia Bank June 1987 - May 2001
Skills
SPHR, Succession Planning, Onboarding, Employee Relations, Talent Management, Performance Management, Employee Engagement, Recruiting, Human Resources, Organizational Design, Talent Acquisition, Employee Training, Public Speaking, Applicant Tracking..., College Recruiting
Education
East Carolina University - College of Business
Batchelor of Science, Business Administration / Management & Human Resources
Wachovia Bank June 2006 - January 2010
Wachovia Bank July 2004 - May 2006
Skills
Financial Analysis, Retail Banking, Customer Service, Trust Services, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Team Building, Sales
Education
Drexel University 1987 — 1992
Bachelor of Science (B.S.), Accounting
SunTrust Bank April 2013 - Present
SunTrust Bank November 2009 - April 2013
Wachovia Bank November 2005 - September 2009
Wachovia Bank April 2004 - November 2005
Wachovia Bank February 2001 - April 2004
Wachovia Bank August 1999 - January 2001
Wachovia Bank June 1997 - August 1999
Wachovia Bank May 1994 - May 1997
Wachovia Bank July 1990 - May 1994
Wachovia Bank August 1988 - July 1990
Skills
Credit, Loans, Middle Market, Asset Based Lending, Commercial Banking, Commercial Lending, Workout, Banking, Financial Services, Portfolio Management, Underwriting, Small Business Lending, Credit Analysis, Loan Origination
Education
Duke University 1977 — 1981
Bachelor's Degree, Management Science/Accounting
The Alcaraz Fisher Justis Wealth Management Group of Wells Fargo Advisors 2006 - Present
Morgan Stanley 1995 - 2005
Wheat First Securities 1991 - 1994
Wachovia Bank 1985 - 1992
Skills
Retirement Planning, Estate Planning, 401k Rollovers, Investment Strategies, Life Insurance..., College Savings Plans, Social Security
Education
East Carolina University 1991 — 1995
Bachelor of Science (BSBA), Finance
East Carolina University 1991 — 1995
Bachelor of Arts (BS), Psychology
SunTrust Bank 2013 - Present
JPMorgan Chase 2011 - 2013
JPMorgan Chase 2010 - 2011
JPMorgan Chase 2009 - 2010
JPMorgan Chase 2007 - 2009
Wachovia Bank 2001 - 2005
Skills
Product Management, Segmentation, Analytics, Banking, Financial Modeling, Competitive Analysis, Cross-functional Team..., Financial Services, Business Analysis, Management, CRM, Finance, Financial Analysis, Forecasting, Strategy, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Finance
Duke University 1997 — 2001
B.A, Economics; History
Wells Fargo November 2013 - Present
Wells Fargo July 2012 - November 2013
C and J Venture Partners 2000 - 2013
Wells Fargo June 2011 - July 2012
Wells Fargo Bank 2008 - June 2011
Fuqua School of Business 2009 - 2010
Wachovia Bank 2003 - 2008
First Union 1995 - 2003
Rack Room Shoes 1994 - 1995
University of North Carolina 1991 - 1995
Skills
Cross-functional Team..., Integration, Compliance, Requirements Analysis, Process Improvement, Process Engineering, Management Consulting, Strategic Planning, Risk Management, Business Strategy, Mergers, Financial Analysis, Team Leadership, Financial Modeling, System Architecture, J2EE Application..., Websphere, SOAP, SOA, C, C++ and C#, Cloud Computing, Management, SQL, Software Development, Databases, Change Management, Leadership, Strategy
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA
The George Washington University 2007 — 2007
Certificate
University of North Carolina at Charlotte 1986 — 1989
MS
Worcester Polytechnic Institute 1984 — 1986
MS
Worcester Polytechnic Institute 1981 — 1984
BS
Sabre Capital, Inc. 1984 - Present
Wachovia Bank 1979 - 1984
Skills
Mergers, Mergers & Acquisitions, Start-ups, Real Estate, Investments, Investment Banking, Corporate Law, Business Planning, Financial Analysis, Strategic Planning, Sales, Due Diligence, Consulting, Management, Private Equity, Banking
Education
East Carolina University
BSBA, Finance
Wharton
Executive Program, Mergers & Acquisitions
Wells Fargo August 2012 - Present
Wells Fargo April 2012 - August 2012
Wells Fargo Bank April 2011 - March 2012
Wells Fargo August 2010 - April 2011
Wells Fargo November 2009 - July 2010
Wachovia Bank January 2009 - November 2009
Skills
Sales, Customer Service, Training, Customer Satisfaction, Banking, Team Management, Coaching, Quality Assurance, Small Business Lending, Commercial Banking, Interviews, Microsoft Excel, Social Media, Social Media Marketing, Marketing, Event Planning
Education
East Carolina University - College of Business 2011 — 2014
MBA, Marketing Certificate
East Carolina University 2004 — 2008
BSBA, Marketing
Asheboro High School 2000 — 2004
Paragon Bank June 2014 - Present
SunTrust Bank February 2012 - June 2014
NewDominion Bank September 2010 - February 2012
Terra Group, LLC 2008 - February 2012
Indymac Bank 2006 - 2008
Key Bank Real Estate Capital 2005 - 2007
Washington Mutual 2003 - 2005
Wachovia Bank 1998 - 2003
SunTrust Bank 1990 - 1995
Wachovia Bank 1984 - 1988
Skills
Commercial Banking, Real Estate, REO, Credit, Sales Management, Management, Mortgage Lending, Loan Origination, Commercial Lending, Underwriting, Loans, Residential Homes, Commercial Real Estate, Risk Management, Sales, Asset Management, Credit Risk, Finance, Real Estate Development, Credit Analysis, Commercial Mortgages, Investments, Portfolio Management, Corporate Finance, Real Estate Economics, Banking, Financial Services, Relationship Management, Financial Analysis, Private Equity, Treasury Management, Leadership, Mergers & Acquisitions, Cash Management, Valuation, Equities, Due Diligence, Financial Structuring, Financial Modeling, Financial Risk, Capital Markets, Funding, Small Business Lending, Asset Based Lending, Real Estate Financing, Strategic Financial..., Structured Finance, Executive Management
Education
East Carolina University - College of Business 1979 — 1984
BSBA, Finance
Capital Group July 2012 - Present
QED Systems, Inc. January 2012 - Present
East Carolina University 2010 - 2011
Wachovia Bank June 2008 - September 2008
Skills
Microsoft Office, Financial Analysis, Team Leadership, Leadership Development, MBA Finance, Adobe, Finance, Teaching, Data Analysis, Leadership, Payroll, Public Speaking, Microsoft Excel, Customer Service, PowerPoint, Time Management, Management, Microsoft Word
Education
East Carolina University 2010 — 2011
MBA, Finance
East Carolina University 2006 — 2010
BSBA, Financial Services
U.S. Environmental Protection Agency - CBRN Consequence Management Advisory Division (CMAD) October 2010 - Present
U.S. Environmental Protection Agency September 2002 - October 2010
Wachovia Bank December 1999 - August 2002
Skills
Government, Emergency Management, Program Management, Homeland Security, Policy, Public Speaking, Data Analysis, Customer Service, Strategic Planning, Microsoft Office, Public Policy, Management, Research, Hazardous Waste..., Leadership
Education
UNC Chapel Hill
Master's degree program in Public Health, Community Preparedness & Disaster Management, 4.0
East Carolina University 1997 — 2000
Business Management
Strayer University (VA)
Bachelor of Business Administration (B.B.A.), Management
ParkSide Realty Group February 2012 - Present
Castle Appraisal and Consulting, LLC August 1999 - Present
Wachovia Bank April 2006 - November 2008
Skills
Appraisals, Real Estate, REO, Residential Homes, Valuation, Loans, Investment Properties, Foreclosures, FHA, Banking, Credit, Investors, First Time Home Buyers, Refinance, Loan Origination, Sellers, Short Sales, Real Estate Economics, Mortgage Banking, USDA
Education
Drexel University 1992 — 1997
Bachelor of Science, Environmental Science
Drexel University - College of Business and Administration 1986 — 1988
Business Administration
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
Sunovion Pharmaceuticals Inc. January 2015 - Present
inVentiv Health June 2014 - December 2014
PDI, Inc. September 2010 - June 2014
sanofi-aventis February 2003 - January 2010
Wachovia Bank January 1996 - January 1998
Skills
Cardiology, Endocrinology, Sales, Competitive Analysis, Sales Operations, Rheumatology, OB/GYN, Selling Skills, Pharmaceutical Sales, Managed Care, Sales Effectiveness, Neurology, Hospital Sales, Urology, Product Launch
Education
East Carolina University 1995 — 1999
Bachelor of Science, Business Administration; Marketing
Comcast Business February 2015 - Present
JPMorgan Chase February 2014 - February 2015
PNC January 2012 - July 2014
PNC Bank September 2009 - January 2012
PNC Bank May 2007 - September 2009
Commerce Bank March 2005 - May 2007
Wachovia Bank January 2003 - March 2005
Skills
Underwriting, Analysis, Process Improvement, Credit, Management, Banking, Training, Auditing, Loans, Customer Service, Business Analysis, Financial Analysis, Portfolio Management, Commercial Lending, Access, Commercial Banking, Retail Banking, Sales
Education
Drexel University 2013 — 2015
Master of Science (MS), Management Information Systems, General
Rutgers, The State University of New Jersey-Camden 2010 — 2012
Bachelors of Science2010, Business Administration and Management, General, 3.4
Rowan College at Gloucester County 2008 — 2010
Associates, Science2008-2010Business Administration
Lindenwold High School
Lindenwold High School
Branch Banking and Trust July 2009 - Present
Riverside National Bank of Florida October 2006 - July 2009
Riverside National Bank 2006 - 2009
Wachovia Bank June 1991 - October 2006
SunTrust Bank 1977 - 1991
Education
Eastern Florida State College 1971 — 1997
AA, Business
BB&T March 2007 - Present
Pepe Bayard Foundation April 2008 - July 2009
Colonial Bank 2007 - 2009
Wachovia Bank 2002 - 2006
BankAtlantic 1997 - 2000
Skills
Finance, Certified Treasury..., Sales, Negotiation, Management, Spanish, Non-profits, Competitive Analysis, French, Market Penetration, Cash Flow, Pricing, Financial Risk, Treasury Management, Treasury Services, Loans, Banking, Commercial Lending, Cash Management, Commercial Banking, Portfolio Management
Education
Duke University 1991 — 1995
BA, Economics, History
Florida International University - College of Business 1998 — 2000
MBA, Finance, Management
First Citizens Bank February 2015 - Present
First Citizens Bank October 2013 - February 2015
First Citizens Bank August 2012 - October 2013
Wells Fargo Bank April 2006 - August 2012
BB&T September 2005 - March 2006
BB&T August 2003 - August 2005
BB&T March 2002 - July 2003
Bank of America July 2001 - February 2002
Wachovia Bank March 2000 - June 2001
Wachovia Bank June 1999 - February 2000
Skills
Loans, Credit, Banking, Portfolio Management, Finance, Commercial Banking, Underwriting, Leadership, Loan Origination, Management, Capital Markets, Analysis, Sales, Training, Negotiation, Sales Management, Commercial Real Estate, Market Research, Analytics, Sales Operations
Education
Wake Forest University - Babcock Graduate School of Management 1997 — 1999
MBA, Finance, Graduated with Distinction
University of Virginia 1991 — 1994
MA, Foreign Affairs
Duke University 1987 — 1991
BA, Political Science, Graduated with Distinction
SunTrust Bank September 2012 - Present
SunTrust Bank March 2006 - September 2012
First Citizens Bank November 2004 - March 2006
Wachovia Bank June 2000 - November 2004
Skills
Business Acquisition..., Loans, Cash Management, Finance, Commercial Lending, Credit, Small Business Lending, Commercial Banking, Portfolio Management, Lines Of Credit, Credit Analysis, Banking, Financial Analysis, Treasury Management, Commercial Mortgages, SBA, Retail Banking, Credit Risk
Education
East Carolina University - College of Business 1997 — 1999
Master of Business Administration (MBA)
Western Carolina University 1992 — 1996
Bachelor of Science (BS), International Business
TCG Consulting March 2013 - Present
Carolina Raptor Center April 2011 - Present
aVERT Energy September 2011 - December 2012
MICROBAN INTERNATIONAL LTD September 2008 - November 2010
Wachovia Bank April 2003 - December 2007
Wachovia Bank N.A. January 2002 - April 2003
First Union National Bank September 2000 - January 2002
Championship Produce Inc. May 1999 - July 2000
Arthur Andersen Business Consulting January 1998 - May 1999
ADDISON WHITNEY INC January 1997 - January 1998
Skills
Marketing Strategy, Cross-functional Team..., Strategic Planning, Analysis, Strategy
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Marketing
Georgetown Prep
Georgetown Prep
Roanoke College
BBA, Business
Waterstone Asset Management January 2010 - December 2011
Wells Fargo January 2007 - September 2009
Wachovia Bank January 1996 - September 2006
Education
Duke University 1984 — 1986
MBA, Business
J.P. Morgan February 2013 - Present
JPMorgan Chase 2006 - April 2013
ELS Consulting LLC 2004 - 2006
First Horizon National Corporation 1999 - 2004
National Processing Company 1995 - 1999
National Processing Company 1992 - 1995
National Processing Company 1990 - 1992
IBM 1989 - 1990
Barnett Bank 1987 - 1989
Wachovia Bank 1979 - 1987
Skills
Contract Negotiation, Government Liaison, Strategic Planning, Cross-functional Team..., Organizational..., M&A experience, Budgeting, Analysis, Banking, Budgets, Business Analysis, Business Development, Business Process..., Business Strategy, Cash Management, Change Management, Coaching, Corporate Finance, Customer Retention, Customer Satisfaction, Customer Service, Executive Management, Financial Analysis, Financial Modeling, Forecasting, Human Resources, Leadership, Leadership Development, Management, Management Consulting, Managerial Finance, Marketing, Mergers, Mergers, Operations Management, P, Performance Management, Process Improvement, Product Management, Program Management, Project Management, Retail, Risk Management, Sales, Six Sigma, Start-ups, Strategy, Team Building, Team Leadership, Training
Education
East Carolina University - College of Business 1977 — 1979
BSBA, Management, Marketing
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Management, Finance, Strategy
Wells Fargo Bank January 2012 - Present
Wells Fargo Bank January 2010 - January 2012
Wachovia Bank 2005 - January 2010
Bank of America June 2004 - January 2005
Rite Aid September 2002 - June 2004
Skills
Quality Assurance, Project Management, Visio, Vendor Management, Strategic Planning, SDLC, Risk Management, Management, Capital Markets, Business Analysis, Mergers & Acquisitions, Process Improvement, Requirements Analysis, Requirements Gathering, Mergers, Software Project...
Education
Duquesne University
B.S., Communications, Computer Technology
Pericles Productions, Inc. November 2004 - Present
Pericles Productions, Inc. November 2004 - Present
Finley Mortgage Consultants February 2009 - July 2010
CUDL August 2005 - August 2008
Hawthorne Credit Union June 2001 - August 2005
Wachovia Bank August 1996 - May 2001
Skills
Entertainment, Music, Leadership, Sales, Entrepreneurship, Festivals, Loans, Finance, Mortgage Lending, Photography, Corporate Events, Credit, Banking, Marketing, Parties, Credit Unions, Advertising, Social Media, Comedy, Marketing Strategy, Online Marketing, Business Development, Customer Service, Public Relations, Email Marketing, New Business Development, Digital Media, Online Advertising, Event Management, Video, Event Planning, Radio, Social Networking, Facebook, Social Media Marketing, Marketing Communications, Direct Marketing, Blogging, Copywriting, Media Relations
Education
Atlanta Christian College 1971 — 1975
Eastern Florida State College
Cisco Systems November 2012 - Present
ASP Holdings January 2012 - November 2012
Power Pros, Inc. May 2007 - December 2011
Progress Energy June 1997 - February 2007
Fonville Morisey Realty December 1995 - June 1997
Encompass April 1994 - December 1995
Capital Data February 1993 - April 1994
Wachovia Bank June 1990 - February 1993
Skills
Inside Sales, Ecommerce, Project Management, Online Marketing, Marketing Strategy, SEO, Business Management, Google PPC, Strategic Planning, Vendor Management, Accounting, Software Implementation, Business Analysis, Google Analytics, SEO copywriting, Software Integration, Data Integration, Web Design, HTML + CSS, Oracle SQL, XML, Database Design, Project Implementation, SQL database design, Quickbooks, PCI Compliance, corecommerce, AspDotNetStorefront, ShopSite, Comparison Shopping..., Microsoft Project, Primavera, E-commerce, QuickBooks, Integration, Management, MS Project, Enterprise Software, HTML, Telecommunications, Oracle, Testing, SQL, SDLC, Networking, PPC, Software Development
Education
East Carolina University - College of Business 1987 — 1990
Bachelor of Business Administration (BBA), Computer Information Systems
Allen Tate Realtors September 2012 - January 2015
TEKsystems September 2011 - February 2012
Wells Fargo July 2009 - February 2011
Wachovia Bank July 2004 - October 2008
Wachovia Bank January 2000 - March 2004
Sabre Airline Solutions January 1998 - January 2000
US Airways September 1984 - November 1997
East Carolina University September 1981 - November 1984
Skills
SDLC, PMP, Vendor Management, Visio, Business Analysis, Process Improvement, SharePoint, Requirements Analysis, MS Project, Program Management, Software Project..., Project Management, PMO, Resource Management, Software Documentation, Team Building, Risk Management, IT Management, Integration, Management, Software Development, Databases, Leadership, Training, Budgets, Information Technology, Networking, CRM, Analysis, Business Intelligence, Business Process..., Testing, Business Process, Cross-functional Team..., Team Leadership, Project Planning, Change Management, Project Portfolio..., Data Warehousing, Residential Home Buying..., Residential Home..., Consulting, Requirements Gathering, Quality Assurance, IT Strategy
Education
East Carolina University 1978 — 1981
BSBA, Business Admin, Quantitative Methods
Chartwells Higher Education Dining Services August 2013 - Present
La-tea-da's Catering Company April 2012 - July 2013
Marriott International January 2011 - August 2012
Marriott International October 2009 - December 2010
Marriott International June 2009 - October 2010
Wachovia Bank May 2006 - December 2008
Skills
People Skills, Catering, Mass Production, Time Management, Stress Management, Event Planning, Cooking, Events, Private Events, Hospitality Management, Operating Systems, Supervisory Experience, Communication Skills, Hospitality, Culinary Skills, Hotels, Restaurants, Microsoft Office, Event Management, Fine Dining, Food Service, Team Building
Education
Sullivan University 2011 — 2012
Associate's degree, Professional Catering, 3.89
East Carolina University 2006 — 2008
Hospitality Management, Special Events and Convention Coordinating, 3.4
University of North Carolina at Pembroke 2004 — 2006
Allen Tate Realtors October 2009 - Present
Charlotte Bobcats April 2005 - Present
Addison Klein Group August 2009 - January 2010
Wachovia July 2003 - August 2009
Wachovia Bank January 1999 - July 2003
First Union National Bank 1999 - 2002
ImageMax, Inc. May 1998 - January 1999
Education
Virginia Western Community College 1990 — 1991
Business Management
East Tennessee State University 1989 — 1990
Accounting and Business Management
William Fleming High School
Citibank May 2003 - Present
Wachovia Bank May 1997 - March 2003
Wachovia Bank January 1996 - May 1997
Education
Drexel University 1991 — 1997
M.B.A., Business Administration
Synergy Legal Professionals August 2012 - Present
Bank of America April 2011 - August 2012
City of Charlotte January 2009 - April 2009
Kullmann & Associates May 2007 - May 2008
Charotte School of Law May 2007 - August 2007
Ferguson Stein Chambers Gresham & Sumter, P.A. January 2007 - April 2007
Wachovia Bank August 2004 - May 2006
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Civil Litigation, Trials, Mediation, Courts, Criminal Law, Family Law, Commercial Litigation, Employment Law, Real Estate, Research, Microsoft Office, Public Speaking, Government, Litigation Support, Nonprofits, Outlook
Education
Charlotte School of Law 2006 — 2009
Juris Doctorate, Law
East Carolina University 2001 — 2004
BA, Political Science, Sociology
1st Global September 2015 - Present
TD Ameritrade January 2013 - July 2015
Fidelity Investments May 2011 - January 2013
Cornerstone Wealth Strategies January 2010 - May 2011
Wells Fargo Private Bank November 1999 - July 2009
HD Vest Advisory Services May 1998 - October 1999
Wachovia Bank August 1993 - April 1998
East Carolina University August 1987 - May 1993
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Financial Services, Investments, Investment Strategies, Mutual Funds, Equities, Bonds, Investment Advisory, Fixed Income, Derivatives, Financial Analysis, Equity Research, Equity Valuation, Analysis, Performance Measurement, Equity Derivatives, Equity Trading, Limited Partnerships, Performance Reporting, Valuation, Investment Management, Asset Management, Performance Attribution, Fund Analysis, Wealth Management, Finance, Series 7, Securities, Risk Management, Trading, Microsoft Excel, MS Excel Pivot Tables, Excel Models, series 66, Financial Statements
Education
East Carolina University - College of Business 1984 — 1986
MBA, Business
East Carolina University 1977 — 1982
BA, Philosophy & Psychology
The Fauquier Bank April 2014 - Present
Capital One June 2010 - April 2014
Capital One Bank June 2010 - August 2013
HSBC October 2008 - June 2010
Wachovia March 2007 - October 2008
SunTrust Bank 2005 - 2007
Citbank 2005 - 2005
Wachovia Bank 2001 - 2005
Fleet Bank March 1999 - December 2001
Dowling College 1996 - 1999
Skills
Leadership, Banking, Commercial Lending, Commercial Banking, Educational Programs, Strategy Formulation, Strategy Execution, Small Business Lending, Business Strategy, Management, Credit, Finance, Leadership Development, Credit Analysis, Loans, Coaching, Top-notch Customer..., Consumer Lending, Lines Of Credit, Retail Banking, SBA, Sales, Team Building, Middle Market, Mortgage Lending, Treasury Management, Customer Service
Education
Consumer Bankers Association 2006 — 2008
Graduate School of Retail Bank Management, Executive Retail Managment
Dowling College 1996 — 1998
MBA, Total Quality Management
Dowling College 1991 — 1995
BBA, Finance
John H Glenn HS (aka Elwood HS)
REGIONS FINANCIAL CORPORATION July 2003 - August 2014
FEDERAL RESERVE BANK OF ATLANTA July 2002 - July 2003
WACHOVIA BANK January 1998 - January 2002
EMI - CAPITOL MUSIC GROUP June 1997 - August 1997
SELF-EMPLOYED August 1991 - August 1996
Skills
Credit Risk, Structured Finance, Capital Markets, Banking, Credit, Corporate Finance, Finance, Portfolio Management, Financial Services, Investment Banking, Financial Analysis, Loans, Equities
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration, Finance
Duke University
Bachelor of Arts, Mathematics and Music
TCG Consulting July 2015 - Present
Scripps Networks Interactive August 2014 - April 2015
inVentiv Health April 2012 - June 2014
Self Employed August 2002 - April 2012
Ally Financial Inc. January 2012 - March 2012
Wells Fargo April 2011 - November 2011
Lowe's Companies, Inc. May 2010 - March 2011
Wells Fargo January 2009 - March 2010
Wachovia Bank September 2005 - December 2008
Coca-Cola Bottling Co. Consolidated June 2003 - March 2005
Skills
Project Management, SharePoint, Visio, SDLC, Process Improvement, MS Project, Project Delivery, Analysis, Vendor Management, Cross-functional Team..., Project Portfolio..., Program Management, Strategy, Metrics, Software Documentation, Project Planning, Training, Leadership, Access, Management, Risk Management, Microsoft Excel, Business Process, Business Analysis, Business Requirements, Team Building, Project Coordination, Change Management, PowerPoint, Human Resources, MS SharePoint, Databases, Business Process..., PMP, Requirements Gathering, Resource Management, Budgets, Microsoft Project, PMO, Data Center
Education
East Tennessee Chapter of Project Management Institute 2014 — 2014
PMP Certification Preparation, Project Management
East Carolina University 1993 — 1997
BS, Communications
Microsoft August 2015 - Present
Northwest Asset Management May 2012 - May 2015
Northwest Asset Management April 2012 - May 2015
Self employed April 2009 - May 2012
UBS Financial Services December 2007 - March 2009
Wachovia Securities March 2006 - December 2007
Wachovia Bank December 2000 - March 2006
Skills
Series 7, Credit, Mortgage Lending, Loans, Banking
Education
East Carolina University 1993 — 1997
East Carolina University 1993 — 1997
History
BB&T Scott & Stringfellow June 2014 - Present
Merrill Lynch June 2003 - June 2014
Wachovia Bank August 1993 - June 2003
Skills
Investment Advisory, Banking, Asset Allocation, Financial Analysis, Strategic Financial..., Credit Analysis, Financial Planning, Retirement Planning, Asset Protection, Life Insurance, Long-term Care, Stock Management, Multi-generational..., Wealth Preservation, Wealth Accumulation, Financial Services, Insurance, Wealth Management, Investment Strategies, Securities
Education
East Carolina University 1990 — 1993
Bachelor's of Science, Economics
Louisburg College 1988 — 1989
Fifth Third Bank February 2011 - Present
Wachovia Bank January 2007 - February 2011
HSBC January 2001 - October 2007
FDIC January 1997 - December 1997
Skills
Banking
Education
East Carolina University 1998 — 2001
BSBA, Business Management
Pitt Community College
Associates of Arts Degree, Business Administration
Rockville High School 1992 — 1995
diploma, General Studies
Wyoming Medical Center August 2015 - Present
East Carolina University December 2014 - April 2015
Carolina Donor Services July 2009 - September 2014
Garris Evans Lumber November 2007 - January 2009
Dixon Hughes LLP January 2007 - November 2007
Wachovia Bank March 1998 - June 2005
Skills
CPA, Accounting, Process Improvement, Strategic Planning, General Ledger, G/L Reconciliations, Financial Statement..., Budgets, Accounts Payable, Audit Management, Collections, GAAP, Medicare Cost Reporting, Sage 300 ERP, MS Dynamics, SAP, Customer Service, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Healthcare, Public Speaking, Leadership, Employee Training, Staff Supervision, Financial Analysis
Education
East Carolina University 2004 — 2006
MS, Accounting
East Carolina University 1999 — 2001
Bachelor’s Degree, Finance
HomeCareAssist.com January 2015 - Present
Perpetual Home Care November 2009 - Present
Wachovia September 2007 - October 2011
Wachovia Bank 2003 - 2007
Wachovia 2001 - 2003
Skills
Healthcare, Home Care, Private Duty, Website Development, Web Applications, Strategic Planning, Healthcare Management, Digital Marketing, Small Business, Sales Management, Insurance, Finance, Coaching, Team Building, Banking, Financial Analysis, Budgets, Process Improvement, Financial Management, Strategic Financial..., Leadership, Recruiting, Credit, Executive Management, Sales, Business Development, Financial Planning
Education
Meredith College 2003 — 2005
MBA, Business
East Carolina University 1992 — 1995
BA, English
Burke Resolution Partners June 2014 - Present
Renova Partners, LLC November 2009 - June 2014
Silverton Bank, N.A. January 2009 - September 2009
Silverton Bank, N.A. September 2008 - January 2009
Silverton Bank, N.A. July 2006 - September 2008
Wachovia Bank January 2005 - July 2006
Wachovia Bank September 2003 - December 2004
SouthTrust Bank May 1997 - September 2003
Skills
Portfolio Management, Finance, Credit Risk, Commercial Real Estate, Real Estate, Banking, Credit
Education
Jacksonville State University 1995 — 1998
Master of Business Administration (MBA), Finance
East Carolina University 1988 — 1991
Economics
Community Foundation of Gaston County June 2015 - Present
Carolinas HealthCare Foundation September 2014 - May 2015
St. Stephen United Methodist Church September 2010 - September 2014
Advocate Grant Writing Services October 2008 - December 2011
Wachovia Bank September 2003 - November 2007
Sea Land / CSX Lines / Horizon Lines December 1998 - September 2003
Weyerhaeuser March 1996 - December 1998
Niblock Homes February 1994 - March 1996
Skills
Nonprofits, Grants, Financial Analysis, Non-profits, Grant Writing, Financial Reporting, Analysis, Accounting, Forecasting, Variance Analysis, General Ledger, Management, Finance, Internal Controls
Education
Queens University of Charlotte 2001 — 2005
MBA
Duke University 2008 — 2008
Certificate in Nonprofit Management
University of North Carolina at Charlotte - Belk College of Business 1989 — 1993
Bachelor of Science, Accounting, minor in Political Science
LPL Financial October 2014 - Present
LPL Financial July 2012 - October 2014
Compass Group May 2012 - July 2012
Compass Group July 2011 - April 2012
freelance editor/writer 2009 - 2011
Wachovia Bank a Wells Fargo Company May 2007 - December 2009
National Community Development Organization January 2006 - February 2009
Wachovia Bank October 2005 - May 2007
Girl Scout Council of Coastal Carolina July 2004 - October 2005
Skills
Internal Communications, Editing, Proofreading, Training, Publications, Corporate Communications, SharePoint, Copy Editing, Copywriting, HTML, Content Management, Technical Writing, Customer Experience, Web Design, Management, Press Releases, Troubleshooting, Volunteer Management, Blogging, Writing, Focus Groups, English grammar, Webinars, Creative Writing, Team Leadership, Volunteer Recruiting, Web Content Management, ExactTarget, Ingeniux, Social Networking, Email Marketing, Strategic Communications, Project Implementation, Survey Design, Partnering, Constant Contact, Microsoft Office..., InfoPath Forms, SharePoint Designer, Adobe Creative Suite, Data Analysis, Strategic Partnerships, Financial Services, Brand Management, Consulting, Content Strategy, Corporate Websites, Web Content Creation, Collaborative Problem..., Partnerships
Education
University of Denver 2006 — 2009
Master in Liberal Studies, Liberal Studies, Creative Writing
East Carolina University 2000 — 2004
Bachelor of Arts, Communication and English
Harvie Wealth Management Group of Wells Fargo Advisors April 2008 - Present
Bank of America Investment Services March 1993 - April 2008
Wachovia Bank June 1990 - March 1993
United States Air Force January 1990 - July 1990
Skills
Analytical Skills, Highly detail oriented, Organized Multi-tasker
Education
East Carolina University 1985 — 1990
Bachelor's Degree, Business Administration and Management, General
Shoes For Crews, an AEA Investors portfolio company April 2012 - Present
Pabst Brewing Company 2006 - 2011
Cannondale Associates 2005 - 2006
The Clorox Company 1999 - 2004
SC Johnson 1998 - 1998
Wachovia Bank 1993 - 1997
Skills
Business Analysis, Marketing, P&L Management, Brand Management, Cross-functional Team..., Sales, Forecasting, Business Development, Business Strategy, Market Research, Marketing Strategy, Advertising, Leadership, Product Development, Consumer Products, Competitive Analysis, Trade Marketing
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA, Business
Duke University 1989 — 1993
AB, Economics, Public Policy
The Prairie School 1986 — 1989
HS
Designer Doors December 2013 - Present
The Window Man July 2010 - November 2013
Atlantic Remodeling August 2009 - July 2010
Every Body Golf School June 2004 - September 2009
Wachovia Bank October 2006 - July 2008
Backyard Greens February 2002 - June 2004
Skills
Golf, Golf Instruction, Contract Negotiation, New Business Development, Outside Sales, Customer Service, Account Management, Marketing, Marketing Strategy, Sales Presentations, Small Business, Proposal Writing, Customer Acquisition, Project Management
Education
Regis University 2004 — 2006
MBA, Business
East Carolina University 1994 — 1999
BA, Psychology
Lake Braddock
Wells Fargo August 2015 - Present
The Mariner Group January 2014 - July 2015
AGDATA, March 2009 - December 2013
The Mariner Group August 2008 - March 2009
Wachovia Bank January 2008 - August 2008
DCR Developers May 2007 - January 2008
American Wholesale Insurance Group July 2005 - May 2007
LendingTree September 2003 - June 2005
Royal and Sun Alliance April 2002 - August 2003
Team Technology Inc July 1998 - April 2002
Skills
AJAX, ASP.NET, Access, SQL, Microsoft SQL Server, Databases, C#, T-SQL, Oracle, SDLC, Visual Studio, VB.NET, XML, jQuery, ASP, .NET
Education
East Carolina University 2013 — 2016
Master of Science (M.S.), Networking Technology
The University of Connecticut 1986 — 1991
B.S, Computer Science
HootBoard April 2012 - Present
Citi March 2010 - March 2012
CXI September 2009 - December 2009
Teradata June 2006 - August 2009
Wachovia Bank 2006 - 2007
Citigroup Global Corporate Investment Banking (GCIB), NYC August 2005 - June 2006
Capital One Financial Corp September 2003 - August 2005
Skills
Data Warehousing, Business Intelligence, Data Modeling, SDLC, Business Analysis, Requirements Analysis, Solution Architecture, Innovation, Visionary, Leadership, Strategy, IT Strategy, Data Integration, Databases, Data Warehouse..., Master Data Management, Database Design, Agile Project Management, Enterprise Architecture, Data Quality, Internet Entrepreneur, Management, Recruiting, Start-ups, Entrepreneurship, Analytics, Analysis, Creative..., Lean Startup, Inspiring People, Team Management, Software Project..., Big Data, Integration, ETL, CRM, Agile Methodologies, Business Process, Architectures, Consulting, Enterprise Software, Software Development, Oracle, Project Management, Business Development, Program Management
Education
Drexel University 2000 — 2003
MS, Information Systems
Shivaji University 1993 — 1997
BE, Mechanical Engineering
King George High School 1981 — 1991
INMAR February 2015 - Present
PARAGON COACHING GROUP December 2013 - Present
INMAR January 2014 - January 2015
INMAR April 2012 - January 2014
REPUBLIC MORTGAGE INSURANCE COMPANY 2000 - March 2012
WACHOVIA BANK 1996 - 1999
WACHOVIA BANK 1995 - 1996
CMS/DATA CORPORATION 1994 - 1995
CMS/DATA CORPORATION 1992 - 1994
CMS/DATA CORPORATION 1991 - 1992
Skills
Program Management, Project Portfolio..., Agile Methodologies, Team Leadership, Strategic Planning, Process Improvement, SDLC, PMP, Cross-functional Team..., Quality Assurance, Leadership Development..., Executive Coaching, Career Development..., Budgets, MS Project, Software Project..., Analysis, IT Management, Change Management, Certified Scrum Master..., Leadership, Software Documentation, Microsoft Office, Strategic Leadership, Management, Mentoring, SharePoint, Agile, Individual Development, Partnering, Problem Solving, Leadership Mentoring, Business Intelligence, Consulting, Training, Project Management, Vendor Management, Budget Management, Risk Management, Building Strong..., Acquisition Integration, Personal Coaching, Integration, Analytics
Education
College of Executive Coaching 2013 — 2014
Post Graduate - Advanced Certified Personal and Executive Coach (ACPEC)
Wake Forest University 2001 — 2002
Master of Business Administration (Executive)
Stetson University 1988 — 1990
Master of Science, Counseling, Marriage and Family Therapy
Duke University 1981 — 1985
B.S., Economics
LIMRA April 2013 - Present
MetLife June 2010 - April 2013
WACHOVIA BANK October 2005 - August 2010
New Edge Networks June 2004 - October 2005
DSL.NET, INC August 2002 - April 2004
THE GILLETTE COMPANY June 2000 - August 2002
Skills
Sales, Fixed Annuities, Series 63, Series 6, New Business Development, Insurance, Banking, Mutual Funds, Forecasting, Business Development, Retirement Planning, Investments, Variable Annuities, IRAs, Retirement, Market Research, Indexed Annuities, Finance, Financial Advisory, Life Insurance, Strategic Financial..., Securities, Wealth Management, Financial Planning
Education
Eastern Connecticut State University 1995 — 2000
BACHELOR OF SCIENCE, Accounting
Wells Fargo September 2015 - Present
The Norman Group January 2013 - September 2015
The Norman Group September 2010 - September 2015
The Norman Group April 2012 - September 2012
The Norman Group September 2010 - April 2012
CNLBank October 2008 - June 2010
Wachovia Bank May 1998 - February 2007
Hibernia National Bank September 1992 - May 1998
Dominion Bank, NA 1991 - 1992
Dominion Bank, NA 1989 - 1991
Skills
Product Management, Treasury Management, Banking, Mergers, Project Management, Business Development, Treasury Services, Cash Management, New Business Development, Sales, Leadership, Financial Modeling, Training, Management, Integration, Internet Banking, Electronic Payments, Mergers & Acquisitions, Treasury
Education
Duke University 1985 — 1989
Bachelor of Arts, History major with an additional concentration in Mathematics
Wachovia Bank November 2006 - April 2007
Market Resource Partners 2004 - 2005
CTBMcGraw Hill 2000 - 2005
Skills
Marketing, Investments, Leadership, Customer Service, Financial Services
Education
Duke University 1989 — 1993
East Carolina University April 2013 - Present
Colorado Technical University Online January 2010 - February 2015
East Carolina University April 2010 - April 2013
Vidant Health (formerly UHS Physicians - corporation name change - 1/25/12) April 2008 - April 2010
Vidant Medical Center March 2003 - April 2008
Wachovia Bank June 2000 - February 2003
Food Lion March 1994 - May 2000
Skills
Medical Auditing, Medical Coding, Medical Documentation, Medical Terminology, Healthcare Information..., Healthcare Management, CPT, ICD-9, Medical Billing, Epic Systems, EHR, Medicaid, Medicare, Customer Service, PowerPoint, HIPAA, Healthcare, Physicians, EMR, Health Information..., Team Building, Hospitals, Clinical Outcomes, Medical Records, Training, Software Documentation, Outlook, Leadership, Invoicing, Microsoft Word, Management
Education
East Carolina University
Bachelor of Science, Health Information Management
East Carolina University
Bachelor of Science, Health Services Management
Wells Fargo June 2010 - Present
Wells Fargo May 2009 - May 2010
Wachovia Bank August 2008 - April 2009
Wachovia January 2004 - July 2008
Wachovia Bank April 2001 - July 2004
First Union National Bank January 1998 - April 2001
Skills
IT Strategy, Business Strategy, Service Delivery, IT Leadership, Vendor Management, Business Analysis, Portfolio Management, SDLC, Process Improvement, Program Management, Financial Services, Risk Management, Business Intelligence, Governance, Relationship Management, Enterprise Architecture, Banking, Strategic Planning, Project Management, Change Management, Capital Markets
Education
Duke University - The Fuqua School of Business 2006 — 2007
MBA
New Jersey Institute of Technology 1994 — 1996
MS
Central Electro-chemical Research Inst 1990 — 1994
BTech
Harland Clarke Marketing Services June 2007 - Present
Alcott Routon August 2003 - May 2007
Alcott Routon May 2000 - July 2003
Wachovia Bank June 1996 - May 2000
Vanguard Cellular Systems February 1995 - June 1996
BannerDirect August 1992 - February 1995
Bank of America/NationsBank/NCNB September 1986 - August 1992
Skills
Multi-channel Marketing, Integrated Marketing, Direct Marketing, Analytics, Direct Mail, Strategy, Retail Banking, Product Marketing, Financial Services, Database Marketing, Marketing Strategy, Onboarding, Competitive Analysis, Interactive Marketing, Marketing, Segmentation, Strategic Planning, In-store Marketing, Mergers & Acquisitions, CRM, Customer Acquisition, Email Marketing
Education
East Carolina University - College of Business 1981 — 1985
BSBA, Marketing, Business Administration
Wachovia Bank February 2002 - October 2008
Education
Duke University - The Fuqua School of Business 1974 — 1980
Mayer Brown LLP September 2003 - Present
U.S. Court of Appeals for the Tenth Circuit September 2001 - September 2003
AmSouth Bank July 1996 - August 1998
Wachovia Bank August 1993 - July 1996
Skills
Corporate Governance, Corporate Law, Mergers, Commercial Litigation, Joint Ventures, Securities
Education
University of Illinois College of Law 1998 — 2001
JD
Duke University 1989 — 1993
BA, English, Economics
Champaign Central 1985 — 1989
Yadkin Bank August 2015 - Present
Rural Financial Services Association (RFSA) February 2015 - Present
Mid Atlantic Federal Credit Union April 2015 - July 2015
Premara Bank / Premara Financial Inc. July 2012 - April 2015
Carolina Premier Bank November 2008 - July 2012
Wachovia Bank November 2005 - December 2008
Skills
Mergers, Treasury Management, Customer Relations, New Business Development, Credit, Strategic Planning, Customer Service, Sales Management, Team Building, Excel, Public Speaking, Marketing Strategy, Microsoft Office, Account Management, Coaching, Banking, Leadership Development, Word, Community Relations, Public Relations, Retail, Social Media, Team Leadership, Online Marketing, Marketing Communications, Hiring, Mergers & Acquisitions, Sales, Loans, Business Development, Small Business, Finance, Relationship Management, Mortgage Lending, Leadership, Strategy, Risk Management, Marketing, Financial Analysis, Management, Executive Management, Commercial Lending, Underwriting, Small Business Lending
Education
Graduate School of Banking at LSU 2013 — 2015
Banking, Finance, General
East Carolina University 1999 — 2003
B.A., Communication Arts
CommunityOne Bank January 2015 - Present
Yadkin Bank September 2011 - January 2015
Southern Community Bank and Trust June 2010 - September 2011
St. Timothy's School February 2010 - 2010
The Fidelity Bank 2006 - 2009
First Citizens Bank December 2003 - April 2006
Wachovia Bank June 1995 - December 2003
Skills
VA loans, FHA, Real Estate Transactions, Commercial Lending, FHA financing, Loans, Mortgage Banking, Credit, Commercial Banking, Underwriting, Small Business Lending, Business Strategy, Loan Origination, Credit Analysis, Mortgage Lending, Refinance, FHA Financing
Education
East Carolina University 1990 — 1993
BS, Economics
Peace College 1988 — 1990
AA, Liberal Arts
Wells Fargo Home Mortgage December 2002 - Present
Wachovia Bank December 2002 - May 2005
Skills
Mortgage Banking, FHA, Mortgage Lending, Loan Origination, Loans, Refinance, Finance, Sellers, First Time Home Buyers, Real Estate, Reverse Mortgages, FHA financing, USDA, Deeds, VA loans, Titles, Residential Mortgages, Government Loans, Management, Commercial Lending, Credit, Referrals, Consumer Lending, Investment Properties, Short Sales
Education
East Stroudsburg University of Pennsylvania 1996 — 2000
Fort Lee High School 1992 — 1996
Westinghouse Electric Company November 2009 - Present
Sociey for Modeling and Simulation International 2008 - 2009
Creative Dimensions in Education June 2006 - June 2008
Wachovia Bank March 2003 - June 2008
Skills
Public Speaking, Copy Editing, Video Editing, Tutoring, Document Management, Documentum, SAP Portal, Microsoft Office 2007, Military History, Performing Arts, Team Building, Team Leadership, Acting, Strategic Analysis, Training Delivery, Staff Training, Risk Management, Project Planning, MS Project, Process Scheduler, Human Performance, Microsoft Exchange, Corporate Communications, Six Sigma, Process Analysis, Operational Excellence, Nonprofits, Creative Writing, Social Media, Analysis, Microsoft Office
Education
Drew University 2003 — 2008
MA, Modern History and Literature
The College of Wooster 1997 — 2001
BA, English, Theater, Comparative Lit.
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
Ally Financial Inc November 2009 - Present
Bank of America November 2007 - June 2009
Bank of America August 2005 - November 2007
Wachovia Bank 2004 - 2005
CSX World Terminals 2000 - 2004
Skills
Analytics, Strategic Financial..., Financial Analysis, Finance, Analysis, Financial Modeling, Credit, Credit Analysis, Investments, Banking
Education
Queens University of Charlotte 1996 — 1999
MBA
Duke University 1984 — 1988
BA, Political Science
Wells Fargo December 2008 - Present
Wachovia November 1994 - December 2008
Wachovia Bank November 1994 - November 2006
First Union 1994 - 1998
Wintegration Software November 1993 - November 1994
Microsoft August 1991 - November 1993
Skills
Disaster Recovery, Continuous Integration, Java, High Availability, .NET, Java Enterprise Edition, Testing, ALM, SDLC, Enterprise Architecture, SOA, Network Monitoring Tools, Agile Methodologies, Unix, Release Management, Microsoft SQL Server, Integration, SQL, DB2, Data Warehousing, IT Management, Databases, IT Service Management, Security, Software Project..., Visio, Oracle, Requirements Analysis
Education
East Carolina University - College of Business 1989 — 1991
MBA, Concentration - Management Information Systems
Original 13 Ciderworks July 2014 - Present
TD September 2013 - Present
TD October 2011 - Present
TD Bank February 2010 - October 2011
TD Bank/Commerce Bank February 2008 - February 2010
Commerce Bank July 2007 - February 2008
Wachovia Bank February 2006 - July 2007
Enterprise Car Sales April 2002 - February 2006
Enterprise Rent-A-Car July 2000 - April 2002
Atlantictelcom 1996 - 1999
Skills
Microsoft Excel, Microsoft Word, Access, Visual Basic, Statistics, Databases, Data Analysis, Database Design, HRIS Database Management, HRIS, Web Design, Home Networking, Computer Repair, Report Writing, Large Budget Management, Department Budgeting, Budget Monitoring, Research, Financial Analysis, Business Analysis, Project Management, Performance Management, Training, Analysis, Human Resources, Finance, Banking, Leadership
Education
Drexel University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
University of Scranton 1996 — 2000
BA, Communication / History
East Stroudsburg High School 1992 — 1996
High School Diploma, Honors
Wachovia Bank 1978 - 2002
Education
East Carolina University - College of Business 1974 — 1978
Crawford Advisors, LLC May 2004 - Present
Wachovia Bank July 2000 - May 2004
Benefit Resources, Inc July 2000 - May 2001
CoreTech Consulting Group May 1999 - June 2000
Skills
Strategic Planning, Negotiation, Budgeting, Mergers & Acquisitions, Strategy, Employee Benefits, Insurance, Mergers, Budgets, Due Diligence, Leadership Development, Business Strategy, System Deployment, Financial Analysis, Team Building, Financial Reporting, Risk Management, Strategic Financial..., Health Insurance, Business Analysis, Operations Management, Organizational..., Executive Management, Term Life Insurance, Start-ups, Human Resources, Training, Management, Process Improvement, Disability Insurance, COBRA, Health Savings Accounts, Underwriting, Life Insurance, Brokers, Leadership, Group Insurance, Financial Services, Finance, Account Management, Benefits Administration, Sales
Education
Drexel University - LeBow College of Business 1996 — 2000
MBA, Corporate Finance
Rutgers University – Camden 1989 — 1995
BS, Accounting
BB&T April 2008 - Present
Sovereign Bank August 2006 - February 2008
Wachovia Bank September 1997 - August 2006
Skills
Credit Cards, Start-ups, Customer Service, Microsoft Excel, Sales, Banking, Employee Training, Credit Analysis, Leadership, Loans, Time Management, Credit, Portfolio Management, Analysis, Team Building, Retail Banking, Business Development, Financial Risk, Negotiation, Project Management, Management, Risk Management, Training, Small Business Lending, Consumer Lending, Commercial Lending, Finance, Financial Analysis, Loan Origination, Credit Risk, Commercial Banking
Education
East Carolina University - College of Business 1991 — 1993
BSBA, Business Administration, Marketing
BB&T Banking School
2012 Graduate
PwC August 2012 - Present
Bank of America June 2011 - August 2011
Coastal Community Bank September 2009 - July 2010
North Cascades National Bank July 2007 - August 2009
Mid State Bank July 2003 - July 2007
Mid State Bank September 2002 - July 2003
Wachovia Bank January 2002 - September 2002
Skills
Financial Analysis
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA
Pacific Coast Banking School 2005 — 2007
Washington State University 1995 — 1999
Bachelor of Arts, Magna cum Laude, Finance, MIS
State Street October 2006 - Present
Wachovia Bank May 2001 - October 2006
Accountemps February 2001 - May 2001
Merrill Lynch July 2000 - November 2000
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Portfolio Management, Financial Services, Project Management, Communication, Databases, SharePoint, Fixed Income, Account Reconciliation, Bloomberg Terminal, Fund Accounting, Asset Management, Investment Management, Securities, Mutual Funds, Equities, Derivatives, Bonds, Middle Office, Portia, Data Integration, Process Integration, Business Requirements, Requirements Gathering, Requirements Analysis, Process Improvement
Education
East Stroudsburg University of Pennsylvania 1997 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo Home Mortgage January 2015 - Present
Wells Fargo Home Mortgage May 2013 - January 2015
Wells Fargo Home Mortgage April 2012 - May 2013
Wells Fargo Bank June 2008 - April 2012
Wachovia Bank October 2007 - June 2008
Wachovia Bank June 2006 - October 2007
Skills
Series 6, Series 63, Series 65, NC Life Insurance..., Consumer Lending, Small Business Lending, Loans, Credit Analysis, Banking, Retail Banking, Mutual Funds, Residential Mortgages, Mortgage Banking, Mortgage Lending, Credit, Commercial Banking, Life Insurance, Commercial Lending, Wealth Management, Refinance
Education
Duke University 2006 — 2006
Paralegal certification
East Carolina University 2000 — 2005
Economics, Applied Economics
East Carolina University
Master of Business Administration (MBA)
TIAA-CREF December 2014 - Present
Wells Fargo August 2013 - Present
Wells Fargo August 2011 - August 2013
Wachovia Bank April 2006 - August 2011
Skills
Credit Cards, Risk Management, Portfolio Management, Banking, Financial Modeling, Credit, Mortgage Lending, Fraud, Financial Analysis, Management, Analysis, Loans, Securities, Series 7, Process Improvement
Education
Duke University 1990 — 1994
Marsh ClearSight December 2014 - Present
CS STARS January 2011 - Present
CS STARS June 2007 - December 2010
CS STARS October 2005 - June 2007
CS STARS November 2003 - October 2005
Wachovia Bank 1997 - 2000
Skills
Project Management, Software Development, Salesforce.com..., Client Services, SDLC, Agile Methodologies, SQL, Software Project..., Business Analysis, Requirements Analysis, Requirements Gathering, Business Intelligence, Integration, Product Management, C#, .NET, ASP.NET, Strategy, Web Services, Microsoft SQL Server
Education
North Carolina State University 1993 — 1997
Certificate of Computer Programming, Computer Science
East Carolina University 1988 — 1992
Bachelor of Fine Arts (B.F.A.), Theatre/Theater
Idol's Incorporated October 2009 - Present
Citigroup, Inc. November 2006 - October 2009
PNC November 2005 - November 2006
Wachovia Bank September 2004 - November 2005
Sovereign Bank Corporation November 2002 - September 2004
Skills
Banking, Credit, Financial Services, Loans, Leadership, Sales Management, Relationship Management
Education
Drexel University 1997 — 2001
Bachelor's Degree, Business Administration & Marketing
Wells Fargo 2008 - Present
Wells Fargo 1998 - Present
Wells Fargo December 1996 - Present
Wachovia Bank 1995 - Present
Wachovia Bank/Wells Fargo Bank 1996 - 2009
Interspace Inc 1982 - 1995
Skills
Architecture, Space-planning, Strategic Planning, Project Management, Program Management, Interior Design, Vendor Management, Microsoft Office, Construction, Process Improvement, Project Planning, Facilities Management, AutoCAD, Construction Management, Space planning, Furniture, Budgets, Renovation, Team Building, Contract Management, Contract Negotiation, Project Coordination, Space Planning, Real Estate, Architectures, Management, Customer Service
Education
Drexel University
Security Service Federal Credit Union April 2011 - Present
San Antonio Federal Credit Union April 2010 - March 2011
USAA June 2009 - March 2010
Wachovia Bank February 2006 - November 2008
World Savings/Wachovia Mortgage July 2004 - January 2006
World Savings/Wachovia Mortgage December 2002 - July 2004
World Savings/Wachovia Mortgage February 2000 - December 2002
Education
East Carolina University 1997 — 1999
Business
The University of Texas at Austin 1992 — 1995
Civil Engineering
Wells Fargo Capital Finance June 2015 - Present
Wells Fargo Capital Finance January 2012 - May 2015
Wells Fargo Capital Finance 2009 - 2012
Wachovia Bank 2006 - 2009
Ben Franklin Technology Partners 2004 - 2006
JP Morgan Chase 2001 - 2003
Skills
Credit Analysis, Syndications, Commercial Lending, Loans, Credit, Portfolio Management, Capital Markets, Banking, Underwriting, Asset Based Lending
Education
Drexel University 2007 — 2009
MBA, International Business & Finance
Philadelphia University 1997 — 2001
BS, International Business & Finance
Wells Fargo June 2009 - Present
Wachovia Bank 2000 - 2008
Wachovia Comm Development Finance 2000 - 2008
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1979 — 1981
MA, International Economics and Latin American Studies
Drake University 1975 — 1979
BA, Public Administration and Spanish
UBS Financial Services December 2007 - Present
Wachovia Securities April 2006 - December 2007
Wachovia Bank December 1999 - April 2006
Education
East Carolina University 1993 — 1997
none, History Education
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
Wells Fargo November 2008 - Present
Wachovia Bank 1998 - 2008
Corestates Financial Corporation 1982 - 1998
Education
Drexel University
Procter & Gamble July 2014 - Present
Procter & Gamble July 2010 - Present
Procter & Gamble 2009 - 2009
Wachovia June 2005 - July 2008
Wachovia Bank 2005 - 2008
Skills
Marketing, Marketing Strategy, Marketing Communications, Marketing..., Business Analysis, Data Analysis, Strategy, Project Management, Leadership, Financial Analysis, Business Strategy
Education
Duke University - The Fuqua School of Business 2008 — 2010
Master of Business Administration (MBA)
Duke University - The Fuqua School of Business 2008 — 2010
Master of Business Administration (MBA)
Fifth Third Bank 2009 - Present
SunTrust Robinson Humphrey 1998 - 2008
Wachovia Bank 1995 - 1998
Education
University of South Carolina - Darla Moore School of Business 1993 — 1995
MBA, Finance
East Tennessee State University 1989 — 1993
BBA, Economics
Just Being Healthy April 1999 - Present
Goochland County Chamber of Commerce 2007 - 2008
SunTrust Bank April 1998 - March 2000
Wachovia Bank March 1995 - March 1998
Best Products 1994 - 1996
IBM January 1964 - March 1992
Education
Drexel University - LeBow College of Business 1958 — 1962
BSC&E, Accounting
Teradata April 2011 - Present
Carlisle and Gallagher Consulting Group July 2010 - March 2011
Meridian Technologies September 2008 - July 2010
Wachovia Bank May 2002 - September 2008
Wachovia Bank January 1996 - April 2002
Barnett Banks, Inc. September 1992 - September 1995
Chiat/Day June 1990 - December 1990
Skills
Financial Services, Process Improvement, Project Management, Data Analysis, Professional Services, Software Development, Strategic Consulting, Data Mining, Profit, Health Insurance, Business Analysis, Business Intelligence, SDLC, Data Warehousing, Vendor Management, Enterprise Software, Integration, Program Management, IT Strategy, Management, PMO, Consulting, Analysis, Requirements Gathering, PMP, Management Consulting, Project Portfolio..., Business Process..., Project Planning, Business Process, Software Project..., Requirements Analysis, Analytics, Enterprise Architecture, Visio, Business Requirements, Outsourcing, Solution Architecture, Governance, IT Management, Data Modeling
Education
Duquesne University 1991 — 1992
MBA, Finance
Duquesne University 1986 — 1990
B.S. B.A., Finance
Mt Lebanon HS 1982 — 1986
Drexel University January 2013 - Present
Gemalto August 2007 - October 2012
Gemalto August 2007 - October 2011
Gemalto Inc August 2007 - October 2011
Spencers Gifts August 2006 - July 2007
Wachovia Bank July 2004 - July 2006
US Navy May 2000 - May 2004
US Navy May 2000 - May 2004
Skills
Logistics, Manufacturing, Process Improvement, Six Sigma, Supply Chain, Training, Lean Manufacturing, Human Resources, Management, Warehousing, Project Planning, Materials Management, Project Management, Purchasing, Access, ERP, Value Stream Mapping, Operations Management, Program Management, Leadership
Education
Drexel University 2013 — 2017
Bachelor's Degree, Physics
Katherine Gibbs School 2007 — 2009
Associates, Graphic Arts
Katharine Gibbs School
Associates degree, Graphic Design
Naval Supply School
Twin Valley High School
High School Diploma
central catholic
Ingersoll-Rand Company September 2011 - Present
Ingersoll-Rand Company January 2004 - August 2011
Ingersoll-Rand Company July 2001 - December 2003
Wachovia Bank August 1997 - June 2001
Skills
Forecasting, Credit, Finance, Credit Risk, Accounts Receivable, Cash Flow, Financial Risk, Portfolio Management, Financial Analysis, Analysis, Strategy
Education
East Carolina University 1991 — 1995
Bachelor of Science, Business Administration; Finance
Wells Fargo December 2011 - Present
Wachovia/Wells Fargo September 2009 - December 2011
Wachovia, A Wells Fargo Company September 2007 - March 2010
Wachovia Bank March 2004 - September 2007
First Union National Bank February 1998 - 2004
Signet Bank 1996 - February 1998
Signet Bank, previously Bank of Virginia January 1988 - 1995
Signet Bank 1988 - 1990
Signet Bank 1985 - 1988
Bank of Virginia 1979 - 1984
Skills
Risk Management, Change Management, Program Management, SDLC, Process Improvement, Financial Analysis, Requirements Analysis, Banking, Management, Project Management, Business Process..., Finance, Portfolio Management, Quality Assurance, Strategy, Governance, Mergers & Acquisitions, Leadership, Financial Risk, Analytics, Enterprise Architecture, Business Analysis, Vendor Management, Enterprise Software, Project Portfolio..., Financial Services, PMO
Education
Virginia Commonwealth University - School of Business 1994 — 1996
MBA
East Tennessee State University 1974 — 1977
BSBA, Real Estate
Michell Junior College 1972 — 1974
AA
Wachovia Bank October 2005 - Present
AAA Mid-Atlantic-KEYSTONE INS CO June 1989 - October 2001
Education
Drexel University
BS BUS ADM, OPERATIONS MGT AND HUMAN RES
Wells Fargo Bank May 2009 - Present
Wachovia Bank March 2002 - May 2009
First Union National Bank October 1989 - March 2002
Skills
Credit Risk, Portfolio Management, Government Banking, Education and..., Commercial Banking, Team Leadership
Education
Duke University 1979 — 1981
MBA
Wake Forest University 1975 — 1979
Business
The Jordan McKenzie Group January 2014 - Present
First National Bank of PA December 2011 - October 2013
PNC Bank Institutional Investments Group September 2008 - December 2011
Wachovia Bank May 2006 - September 2008
The Hartford March 2004 - April 2006
Skills
Investments, 401k, Series 7, Mutual Funds, Wealth Management, Portfolio Management, Asset Allocation, Series 63, Financial Services, Asset Management, Banking, Alternative Investments, Retirement Planning, Securities, Relationship Management, Financial Analysis, Retirement, Investment Advisory, Investment Management, Risk Management, Investment Strategies, Finance, Financial Advisory, High Net Worth..., Wealth
Education
Duquesne University
MBA, Finance
Registered Representative
Series 7
Robert Morris University
BSBA, Accounting
Uniformed Combined State Law / Registered Investment Advisor
Series 66
Credit Suisse April 2011 - Present
Credit Suisse September 2006 - April 2011
Wachovia Bank June 2004 - August 2006
Skills
Financial Accounting, Financial Reporting, Financial Analysis, Banking, Finance, Oral Arguments
Education
East Carolina University 2002 — 2004
MBA, Business Policy, Small Business, Real Estate
University of Mount Union 1998 — 2002
Bachelor, Business Administration
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
Integrity Always LLC 2010 - Present
TCBA 2011 - 2011
RER Financial Group January 2010 - March 2010
Integrity Always LLC 2010 - 2010
TD Equipment Finance, Inc July 2006 - November 2009
TD Bank NA November 2005 - July 2006
Wachovia Bank 2000 - 2005
Atlantic and Penn Del Regions January 1993 - January 2000
First Union National Bank 1993 - 2000
Fidelity Bank 1984 - 1994
Skills
Credit, Leadership, Banking, Loans, Credit Risk, Commercial Lending, Commercial Banking, Mortgage Lending, Portfolio Management, Underwriting, Financial Risk, Real Estate, Asset Based Lending, Investment Properties, Credit Analysis, Loan Origination, Commercial Mortgages, Consumer Lending, Training, Small Business Lending, New Business Development, Risk Management, Wealth Management, Budgets, Mortgage Banking, Private Banking, Commercial Real Estate, Lines Of Credit, Finance, Investments, Financial Structuring, Relationship Management, Structured Finance, Financial Services, Capital Markets, Real Estate Financing, Retail Banking, Securities, Financial Analysis, Cash Management, Due Diligence, Real Estate Economics, Valuation, Management, Small Business, Auditing, Residential Mortgages, Mergers & Acquisitions, Strategic Financial...
Education
Drexel University - College of Business and Administration 1969 — 1972
Pre-MBA Program
La Salle University 1967 — 1969
B.A., English
St. Joseph's Preparatory Seminary 1962 — 1967
CA Technologies September 2012 - Present
Wells Fargo Bank October 2008 - September 2012
Wachovia Bank October 2002 - October 2008
IBM June 1989 - October 2002
Skills
IT Strategy, Enterprise Architecture, Business Analysis, Leadership, Project Management, Vendor Management, Strategy, Program Management, SDLC, Process Improvement, Banking, Consulting
Education
Duke University 2003 — 2004
Master of Business Administration (MBA), Executive MBA
North Carolina State University 1984 — 1989
Bachelor of Science (BS), Computer Science
Wells Fargo Bank May 1998 - Present
Wachovia Bank January 1989 - May 1998
First Federal Savings & Loan Association June 1986 - September 1988
Kelly's January 1983 - January 1986
Education
Dekalb Technical Institute 1993 — 1994
Paralegal Certification
East Carolina University 1978 — 1981
BS, Fashion Merchandising
Louisburg Junior College 1976 — 1978
Associate of Arts, General
College Gradute
Firstrust Bank 2006 - 2008
Wachovia Bank 1985 - 1995
Education
Drexel University - LeBow College of Business 1984 — 1988
MBA, Finance
New Dimensions Community Church October 2007 - Present
Cornerstone Missionary Baptist Church June 1998 - August 2008
Triangle Bank January 1990 - May 1998
Wachovia Bank August 1971 - December 1989
Skills
Customer Service, Event Planning, Public Speaking, Strategic Planning, Fundraising, Non-profits, Research, Public Relations, Community Outreach, Government, Nonprofits, Leadership, Marketing Strategy, Project Management, Program Management, Leadership Development, Organizational..., Grant Writing, Program Development, Team Building, Training, Teaching, Volunteer Management, Conflict Resolution, Coaching, Budgets, Event Management, Administration, Proposal Writing, Grants, Social Media, Editing, Microsoft Word, Team Leadership, Staff Development, Microsoft Excel, Higher Education, Data Analysis
Education
Louisiana State University 1993 — 1996
Graduate School of Banking Diploma, Banking and Financial Support Services
East Carolina University - College of Business 1964 — 1972
BSBA, Business
E. J. Hayes High School 1960 — 1964
Diploma
Wachovia, A Wells Fargo Company Relocation CounselorWachovia Corporation1994 - Present
Wachovia Bank 1994 - 2009
Education
East Carolina University - College of Business 1964 — 1968
BSBA, Economics
SunPocket Management LLC September 2000 - Present
Wachovia Bank September 1990 - September 2000
Skills
Real Estate, Real Estate Transactions, Real Estate Development, Financial Modeling, Entrepreneurship
Education
East Carolina University - College of Business
BSBA, Finance
Wells Fargo April 2002 - Present
Wachovia Bank October 1997 - April 2002
Hanesbrands Inc. April 1996 - October 1997
First Union August 1990 - April 1996
Skills
Unix, Operating Systems, Disaster Recovery, Data Center, Business Analysis, AIX, Requirements Analysis, Computer Hardware, Visio, Integration, Enterprise Architecture, Virtualization, VMware, Software Project..., IBM AIX
Education
East Carolina University 1986 — 1989
Bachelor of Science (BS), Finance, General
Hantz Group March 2015 - Present
Lotus Bank February 2010 - February 2015
Citizens Bank / RBS January 2000 - January 2004
Wachovia Bank January 1996 - January 1998
Wachovia Bank January 1996 - January 1997
Wachovia Bank January 1995 - January 1996
Bank Of America January 1993 - January 1995
Skills
Credit, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Loan Origination, Commercial Mortgages, Consumer Lending, Credit Risk, SBA, Cross Selling, Financial Analysis, Cash Flow, Underwriting, Cash Management, Loans, Banking, Asset Based Lending, Lines Of Credit
Education
East Carolina University 1988 — 1992
Bachelor of Arts, Communication/Business Administration
TD February 2013 - Present
Sovereign Bank October 2010 - January 2013
PNC Bank June 2008 - February 2010
Bank of America December 2005 - June 2008
Provident Bank March 2005 - December 2005
MidAtlantic Capital September 2002 - March 2005
Wachovia Bank January 2001 - September 2002
Skills
Training, Sales Operations, Loans, Banking, Credit Analysis, Analysis, Finance, Risk Management, Leadership, Portfolio Management, Financial Analysis, Investments, Retail Banking, Program Management, Management, Business Development, Sales
Education
Drexel University 2010 — 2012
Finance; Business Administration
PNC Wealth Management March 2007 - Present
Wachovia Bank June 1997 - March 2007
Education
Washington University in St. Louis School of Law 1993 — 1996
J.D.
Duke University 1989 — 1993
B.A.
Arbor Investment Advisors 2003 - Present
Wachovia Bank 1991 - 2003
Education
Duke University 1987 — 1991
B.A., Public Policy Studies
BB&T March 2014 - Present
Bank of America November 2012 - March 2014
BB&T October 2008 - October 2012
Wachovia Dealer Services 2006 - 2008
Wachovia Bank 2000 - 2006
Bank of America 1998 - 2000
Bank of America 1995 - 1998
Bank of America 1993 - 1995
Bank of America 1991 - 1993
Bank of America 1991 - 1993
Education
East Carolina University - College of Business 1986 — 1988
MBA, Business
SolomonEdwardsGroup, LLC July 2007 - Present
Verizon Communications August 1999 - July 2007
Devereux Foundation January 1998 - August 1999
Wachovia Bank May 1995 - January 1998
PNC Bank September 1992 - May 1995
Skills
Cash Flow, Accounting, Financial Statements, Account Reconciliation, Ad Hoc Reporting, Balance Sheet, Journal Entries, Variance Analysis, Capital Budgeting, Revenue Recognition, Financial Forecasting
Education
Drexel University 1995 — 1998
MBA, Financial Management
Virginia Tech 1988 — 1992
Bachelor of Science, Finance
GE Capital 2012 - Present
Wells Fargo Home Mortgage 2012 - 2012
Wells Fargo 2003 - 2011
Wachovia Bank 1998 - 2003
National Processing Company 1995 - 1998
Skills
Leadership, Management, Vendor Management, Process Improvement, Project Management, Business Process..., Budgets, Training
Education
Duquesne University
The Forté Institute May 2014 - Present
Wachovia Bank/Wells Fargo Bank April 2009 - April 2011
Wachovia Bank January 1998 - March 2009
Wachovia Bank June 1984 - January 1998
Skills
Sales, Management, Contract Negotiation, Marketing, Sales Management, Marketing Strategy, Team Building, Strategic Planning, New Business Development, Leadership
Education
East Carolina University 1974 — 1979
Bachelor of Science (B.S.), Education
Bugg & Wolf January 1997 - Present
Faison & Gillespie May 2005 - August 2010
Insurance People of NC, Inc. 1995 - December 1996
Wachovia Bank 1980 - 1995
Skills
Civil Litigation, Construction Law, Pleadings, Depositions, Document Drafting, Legal Documents, Collections, Medical Malpractice, Client Liaison, Legal Research, Westlaw, Client Billing, File Management, Calendaring
Education
Durham Technical Community College 2003 — 2005
Associate of Science (A.S.), Paralegal Technology, 4.0 GPA
Thomas Jefferson University August 2004 - Present
Wachovia Bank October 1979 - November 2003
Education
Drexel University - College of Business and Administration 1980 — 1985
None, Accounting
Cascia Career Center 1977 — 1979
Business
St. Maria Goretti High School 1976 — 1977
St. Rita's Elementary School 1967 — 1976
Coder Foundry February 2015 - Present
Sirchie July 2013 - February 2015
NCEMC April 2012 - August 2013
PNC January 2012 - March 2012
RBC September 2005 - January 2012
Wachovia Bank July 1999 - August 2000
Siemens Westinghouse August 1998 - June 1999
Skills
MVC, AngularJS, MVVM, C#, HTML5, VB.NET, Entity Framework, JavaScript, CSS, Bootstrap, Web Applications, SQL, LINQ, Visual Studio, Software Deployment, Microsoft SQL Server, SQL Azure, Web Services API, Github, Windows Azure, jQuery, JSON, Agile Methodologies, SDLC, Software Development, Web Development, C++, VB, Business Analysis, Requirements Analysis, Requirements Gathering, Software Project..., Databases, Integration, SharePoint, Visio, Database Design, DB2, Systems Analysis, User Acceptance Testing, Management
Education
East Carolina University 1997 — 2002
Bachelor of Science, Computer Science
East Carolina University 1997 — 2002
BS, Computer Science
M & T Bank April 2015 - Present
BNY Mellon May 2012 - November 2014
Bank of New York Mellon December 2008 - March 2012
US Bank August 2004 - November 2008
Wachovia Bank January 1999 - July 2004
Skills
Customer Relations, Banking, Process Improvement, Client Relationship..., Compliance, Change Management, Team Leadership, Documentation, Project Planning, Financial Services, Management, Business Analysis, Equities, Software Documentation, Investments, Risk Management, Business Development, New Business Development, Sales, Customer Service, Cross-functional Team..., CRM, Financial Reporting, Securities, Project Management
Education
Drexel University - College of Business and Administration 1982 — 1988
Bachelor of Science (BS), Accounting
Drexel University 1981 — 1988
Bachelor's degree, Accounting
The Home Depot 2008 - 2012
The Home Depot 2007 - 2008
The Home Depot 2002 - 2006
The Home Depot 2000 - 2002
The Home Depot 1999 - 2000
AirTouch Cellular (Now Verizon Wireless) 1998 - 1999
Wachovia Bank 1997 - 1998
Wachovia Bank 1995 - 1997
Wachovia Bank 1994 - 1995
Skills
SAP CRM, SAP ERP, MS Office, Leadership, Results Driven, Organization, Teamwork, Problem Solving, Builds Relationships, Projects, Process Improvement, Multi-Task, Strategy, Communications, Presentations, Microsoft Office, Customer Service, Human Resources, Merchandising, Result Oriented, Business Process..., Management, Training
Education
East Carolina University 1991 — 1994
Bachelor of Science (BS), Computer and Information Sciences and Support Services
East Carolina University 1991 — 1994
Bachelor of Science (BS), Information Technology Project Management
Gateway Bank December 2012 - Present
Wachovia Bank December 1988 - December 2006
Education
East Carolina University - College of Business 1984 — 1988
Bachelor’s Degree, Business Administration and Management, General