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
Howard M Cohen MS PA September 2011 - August 2014
Concept International Design January 2010 - September 2011
Business & Professional Group July 2008 - June 2010
Wachovia Bank July 1999 - December 2009
WORLD SAVINGS AND LOAN January 1990 - January 1999
Skills
Spanish, Series 6, Family Therapy, Group Therapy, Public Speaking, Event Planning, Social Networking, Marketing, Workshop Facilitation, Non-profits, Fundraising, Customer Service, Coaching, Community Outreach, Negotiation, Social Media Marketing, Research, Microsoft Office, Microsoft Excel, Team Building, Leadership, Time Management, Psychotherapy, Teaching, Nonprofits, Social Media, Case Managment, Mental Health, Treatment, Public Relations, Case Management, Management, Program Development, Psychology, Self-esteem, Stress Management
Education
Nova Southeastern University 2008 — 2011
Masters in Mental Health Counseling, Psychology
Florida International University 1988 — 1990
BFA, Theatre
Stonegate Bank June 2010 - Present
Regions Financial Corporation April 2007 - June 2010
Wachovia Bank January 2004 - April 2007
BankAtlantic March 2001 - January 2004
Washington Mutual Bank October 1998 - March 2001
Skills
Commercial Banking, Commercial Lending, Finance, Private Banking, Wealth Management, Credit Analysis, Small Business Lending, Consumer Lending, Credit, Lines Of Credit, Retail Banking, Commercial Mortgages, Financial Analysis, Loans, Treasury Management
Education
Florida International University 2010 — 2011
Master of Business Administration (MBA)
Florida International University 1998 — 2003
Bachelor of Business Administration (BBA), Finance
Elder Care Services, Inc. July 2014 - Present
Florida State University August 2012 - Present
2-1-1 Big Bend September 2007 - Present
2-1-1 Big Bend October 2007 - July 2014
2-1-1 Big Bend January 2006 - October 2007
Wachovia Securities August 2005 - December 2005
Wachovia Bank July 2004 - August 2005
Commander's Palace Restaurant September 2001 - June 2004
Skills
Social Media, Fundraising, Non-profits, Public Speaking, Community Outreach, Microsoft Office, Social Media Marketing, Project Planning, Volunteer Management, Public Relations, Research, Editing, Social Networking, Psychotherapy, Crisis Intervention, Customer Service, Team Building, Training, Event Management, PowerPoint, Microsoft Excel, Event Planning, Supervisory Skills, Social Services, Newsletters, Management, Mental Health Counseling, Time Management, Program Development, Grant Writing, Policy, Community Development, Program Management, Leadership, Nonprofits
Education
Florida State University 2012 — 2015
Master's degree, Social Work
Tulane University 1997 — 2001
Bachelor's degree, Sociology and Women's Studies
The University of Akron 1996 — 1997
High School, General
BB&T Insurance Services January 2014 - Present
BB&T Insurance Services Inc. November 2009 - January 2014
Wachovia Bank September 2007 - November 2009
Guess Jeans November 2005 - September 2007
Skills
Insurance, Life Insurance, Disability Insurance, Health Insurance, Term Life Insurance, Brokers, Employee Benefits, Health Savings Accounts, Customer Retention
Education
Florida State University 2003 — 2004
Bachelor of Science, Merchandising
University of South Carolina-Columbia 2000 — 2003
Bachelor of Science (B.S.), Fashion Merchandising
Desk.com February 2015 - Present
Desk.com January 2014 - January 2015
Paychex August 2010 - December 2013
AT&T August 2009 - August 2010
Wachovia Bank September 2007 - February 2009
Skills
Cold Calling, Salesforce.com, Account Management, Sales, B2B, Sales Presentations, Sales Process, Selling, Advertising, Direct Sales, Employee Benefits, Applicant Tracking..., Sales Operations, Lead Generation, Solution Selling, Recruiting, Networking, Human Resources, New Business Development, Building Relationships, CRM, Customer Retention, Payroll, Training, Leadership, Qualifying Prospects, Telemarketing, SaaS, Sales Force Development, Customer Satisfaction
Education
Flagler College 2002 — 2006
BA, Communications
Schrader & Associates January 2008 - Present
Northwestern Michigan College July 2012 - August 2014
The Old Town Playhouse September 2012 - June 2014
RBC Bank July 2007 - January 2008
Wachovia Bank January 2005 - July 2007
Skills
Finance, Banking, Financial Services, Investments, Loans, Management, Sales, Commercial Banking, Accounting, Internal Audit, Presentation Skills, Client Relations, Customer Satisfaction, Teaching
Education
University of Florida 2009 — 2011
MS, Pharmacy and Pharmaceutical Sciences; concentration; Forensic Science
Florida Atlantic University 2008 — 2009
Bachelor of Arts, Anthropology
The Skyline Group 2014 - Present
Buffett Senior Healthcare, Inc January 2013 - December 2013
SFP Synergy Financial Partners 2013 - 2013
TRC Staffing Services 2010 - 2013
Appen Newspapers, Inc. March 2010 - November 2010
GBEHAVIOR August 2008 - December 2009
American Management Services January 2008 - August 2008
Super Suppers January 2005 - February 2008
Wachovia Bank January 2000 - January 2005
Integrated Restaurant Services, Inc. January 1977 - January 1995
Skills
Strategy, Marketing, Management Consulting, Training, Leadership, Strategic Partnerships, Customer Service, Strategic Planning, Business Development, Program Management, Nonprofits, Leadership Development, Sales, Retail, Financial Services, Team Building, Team Leadership
Education
Daly's Commercial Transportation Driving School 2011 — 2012
CDL Class A
Florida State University - College of Business 1971 — 1974
BS, Business Administration: Hotel & Restaurant Administration
Florida State University 1970 — 1974
Bachelor of Business Administration (B.B.A.), Hotel, Motel, and Restaurant Management
Tulane University - A.B. Freeman School of Business
4 Credit Hours, Oenology
TD May 2014 - Present
Bank of America Merchant Services 2013 - 2014
Citi October 2010 - 2012
Bank of America 2009 - October 2010
Merrill Lynch July 2007 - 2008
Wachovia Bank March 2004 - July 2007
Skills
Banking, Commercial Banking, Merchant Services, Small Business, Sales Management, Relationship Management, Business Relationship..., Sales, Salesforce.com, Outside Sales, French, Haitian Creole, Work Ethic, Microsoft Word, Microsoft Excel, PowerPoint, Portfolio Management, Investments, Alternative Investments, Financial Services, Business Coaching, Business Development, Business Planning, Business Strategy, 401k Rollovers, 401k, Section 125 Plans, Qualified Retirement..., Retirement, Retirement Planning, Treasury Services, Insurance, CRM, Leadership, Risk Management, Treasury Management
Education
Florida International University
Bachelor of Business Administration (B.B.A.), Finance and Business Management
Florida State University CVA July 2014 - Present
Carrabba's Italian Grill January 2015 - August 2015
Dr. Raymond Tolmos Family Chiropractic April 2013 - July 2013
SunTrust January 2011 - March 2013
Wachovia Bank June 2009 - September 2010
Jiffy Lube International/ACE, LLC June 2007 - June 2009
Education
Florida State University 2013 — 2016
Bachelor's Degree, Accounting and Finance
Miami Dade College 2008 — 2012
Associate's Degree, Accounting, 3.0
State Bank of India (California) June 2012 - October 2014
State Bank of India (California) September 2010 - October 2014
State Bank of India (California) September 2010 - June 2012
H & R Block December 2008 - May 2012
State Bank of India (California) December 2008 - March 2011
Wachovia Bank April 2007 - August 2008
Central Travel Network October 2005 - March 2007
Bank of Tokyo-Mitsubishi October 2004 - October 2005
Manufacturers Bank August 1997 - September 2004
Education
Florida Metropolitan University 2003 — 2006
Santa Monica College 1988 — 1990
Velocity Advisory Group, LLC 2012 - Present
Root Theory, LLC 2009 - 2013
Wachovia Bank 2004 - 2009
Pi Lambda Phi Fraternity 1992 - 1996
Skills
Management Consulting, Strategic Planning, Leadership Development, Business Planning, Marketing, Sales, Account Management, Management, Business Development, Entrepreneurship, Leadership, Time Management, Training, Strategic Partnerships, Team Building, Consulting, Recruiting, Business Strategy, Sales Management, Mergers & Acquisitions, Negotiation, Change Management, Strategy, Organizational..., New Business Development, Customer Service, Human Resources, Coaching, Public Speaking, Program Management, Operations Management, Executive Coaching, Contract Negotiation, Team Leadership, Sales Process, Executive Management
Education
Florida Atlantic University 1992 — 1996
B.A., Education
Florida Atlantic University 1992 — 1996
Atlantic Capital Advisors, LLC April 2013 - Present
BankUnited June 2010 - April 2013
Colonial Bank March 2006 - May 2010
Wachovia Bank March 2002 - February 2006
Keys Federal Credit Union January 1997 - March 2000
The Key West Citizen January 1994 - January 1997
Henry Schein January 1988 - October 1993
Skills
Banking, Sales Management, Employee Training, Building Relationships, Risk Management, Retail Banking, Loans, Credit, Portfolio Management, Financial Services, Sales, Investments
Education
Florida Atlantic University 2001 — 2004
Master of Business Administration (MBA), Finance, General
Florida Atlantic University 2000 — 2001
Bachelor of Science (B.S.), International Business/Trade/Commerce/Finance, Magna Cum Laude
Keller Williams Realty August 2013 - Present
Chase Bank September 2011 - January 2013
Bank United October 2010 - September 2011
Wachovia Bank February 2007 - October 2010
Skills
Consumer Lending, Small Business Lending, Commercial Banking, Loans, Banking, Cross Selling, Lines Of Credit, Investments, Series 6, Commercial Mortgages, Credit, Credit Analysis, Finance, Loan Origination, Mortgage Banking, Mortgage Lending, Retail Banking, Wealth Management, Treasury Management
Education
Florida International University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Miami senior high school 2003 — 2005
High School Diploma
TOO KOI INSURANCE SOLUTIONS LLC August 2012 - Present
Cypress Capital Group February 2011 - January 2012
WACHOVIA BANK June 2007 - February 2011
Wachovia Bank January 2007 - April 2010
SMITH BARNEY January 1999 - January 2003
Morgan Stanley January 1997 - January 1999
TRESCOM INTERNATIONAL January 1992 - January 1997
Skills
Insurance, Series 7, Series 63, Securities, Investments, Series 65, Real Estate, Premium Financing, Arbitrage, Telecommunications, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Wealth Management, Banking
Education
Florida International University 1981 — 1984
Bachelor's, with; business administration and psychology
Miami Dade Junior College
Associate's degree, Psychology
City National Bank April 2015 - Present
BB&T February 2009 - April 2015
Great Florida Bank February 2005 - January 2009
Wachovia Bank April 2002 - February 2005
Skills
Banking, Credit, Loans, Credit Analysis, Portfolio Management, Financial Analysis, Commercial Banking, Commercial Lending, Risk Management, Underwriting, Credit Risk, Loan Origination, Lines Of Credit, Consumer Lending
Education
Florida International University 1988 — 1992
Master's degree, Finance
Bank of America Merrill Lynch October 2013 - Present
Merrill Lynch October 2010 - October 2013
Wachovia, A Wells Fargo Company January 2010 - October 2010
Wachovia Bank January 2009 - December 2009
Wachovia Bank August 2007 - December 2009
Wachovia Bank February 2007 - December 2008
Caspers Group McDonald's March 2006 - February 2007
Caspers Group McDonald's June 2002 - February 2006
Skills
Microsoft Office, Banking, Call Center, Retail Banking, Cash Management, Microsoft Excel, PowerPoint, Microsoft Money, Microsoft Word, Internet Explorer, Customer Service, Budgets, Outlook, Access, Accounting, Call Centers, Customer Satisfaction, Coaching, Management, Training, Retail, Forecasting, Recruiting, Insurance, Data Analysis, Public Speaking, Process Improvement, Strategic Planning, Event Planning, Business Analysis, Sales, Auditing, PeopleSoft
Education
Strayer University 2010 — 2013
Bachelor of Business Administration, Finance
Florida Agricultural and Mechanical University 2000 — 2003
Business Administration
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors March 2013 - January 2014
Wells Fargo Advisors, LLC April 2006 - March 2013
Wachovia Securities March 2005 - April 2006
Wachovia Bank October 2002 - March 2005
American Express Financial Advisors April 2000 - October 2001
Skills
Leadership, Analysis, Finance, Business Analysis, Management, Investments, Financial Services, Program Management, Training, Microsoft Excel, Relationship Management, Coaching, Strategic Financial..., PowerPoint, Financial Analysis, Financial Risk, Credit, Compliance, Community Outreach, Microsoft Word, Business Planning, Securities, Team Leadership, Budgets, Wealth Management, Uniform Combined State..., SharePoint, Insurance, Project Planning, Mutual Funds, Community Service, Strategic Leadership, FINRA, Trading, Excel, Word, Youth Leadership
Education
Florida Agricultural and Mechanical University 1995 — 1999
Bachelor of Science
University of Phoenix 2003 — 2006
MBA
CIG Financial August 2014 - Present
United Auto Credit Corporation September 2013 - August 2014
SOI April 2012 - August 2013
Bank of America January 2009 - April 2012
Regions Mortgage June 2007 - January 2009
Wachovia Bank February 2007 - June 2008
ABN AMRO October 2001 - February 2006
The New Auto Toy Store 1999 - 2001
The New Auto Toy Store 1999 - 2001
The New Auto Toy Store 1999 - 2001
Education
Florida Atlantic University 1996 — 2001
Lock Haven University of Pennsylvania 1994 — 1996
Florida Community Bank April 2013 - Present
The Crexent Business Centers April 2008 - April 2013
Falcon Funding, LLC March 2006 - March 2008
Wachovia Bank August 1984 - March 2006
Skills
Real Estate, Disposition, Property Management, Real Estate Financing, Real Estate Development, Real Estate Economics, Loans, Brokerage, Commercial Real Estate, Leases, Real Estate Transactions, Residential Homes
Education
Florida International University - College of Business 1982 — 1984
Bachelors, Finance
University of Cincinnati
Anaga Psychotherapy Center August 2014 - Present
Institute for Child and Family Health, Inc February 2013 - Present
J&L Marketing, Inc. February 2012 - Present
Larkin Community Hospital August 2013 - December 2013
Modern Luxury February 2012 - October 2012
Wade H. Silverman Ph.D. ABPP January 2009 - August 2012
University of Miami Psychology Department August 2008 - January 2009
Wachovia Bank July 2007 - July 2008
Six Degrees Magazine December 2006 - October 2007
Skills
Close Attention to..., Communicating with..., Compiling Data, Creating Ideas, Customer Service, Management, Event Planning, Public Speaking, Photoshop, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Team Management, Marketing, Fashion, Spanish, Social Media, Social Networking, Public Relations, Microsoft Office
Education
Florida International University 2012 — 2014
Master's degree, Clinical Mental Health Counseling Education
University of Miami 2007 — 2011
Bachelor's Degree, Psychology, Public Relations and Human Services
Wells Fargo September 2013 - Present
Wells Fargo September 2011 - August 2013
Wells Fargo Bank January 2007 - September 2011
Wachovia Bank 2003 - 2007
Skills
Risk Management, Analysis, Community Development, Skilled with Internet..., Investments, Banking, Nonprofits, Community Outreach, Budgets, Grants, Management, Highly Proficient in..., Knowledgeable with..., Economic Development, Internal Audit, Sponsorship, Business Analysis
Education
Florida State University 2000 — 2003
Bachelor of Science, Exercise Science
Elite Sales Inc February 2011 - Present
H&M Auto Body June 2009 - January 2011
Wachovia Bank June 2008 - June 2009
Royal Ballrooms August 2004 - June 2008
Skills
Negotiation, Sales Management, Contract Negotiation, Inventory Management, Sales Operations, Strategic Planning, Customer Service, Contract Management, Account Management, New Business Development, Sales, Microsoft Excel, Key Account Management, Teamwork, Microsoft Office, Direct Sales, Microsoft Word, PowerPoint, Purchasing
Education
Florida International University 2004 — 2009
Bachelors in Business Administration, Human Resources Management
Regions Financial Corporation June 2013 - Present
Regions Bank February 2012 - Present
Regions Bank March 2011 - February 2012
Regions Bank March 2010 - March 2011
Regions Bank July 2006 - March 2010
Wachovia Bank June 2005 - July 2006
AmSouth Bank November 2004 - June 2005
Skills
Time Management, Credit, Loans, Underwriting, Risk, Credit Risk, Cash Flow, Credit Analysis, Finance, Financial Analysis, Financial Risk, Management, Risk Management
Education
Florida Coastal School of Law 2003 — 2004
Law
University of Alabama 2001 — 2003
a Bachelor's of Art Degree, Psychology
Shelton State Community College 1999 — 2001
Northside High School 1996 — 1999
Advanced High School Diploma
TotalBank October 2010 - Present
United Way of Miami-Dade October 2009 - December 2009
WACHOVIA BANK April 2003 - December 2007
WACHOVIA BANK September 2000 - April 2003
Citibank April 1999 - December 1999
WACHOVIA BANK September 1987 - December 1998
Florida National Bank September 1987 - December 1998
First Union 1987 - December 1998
FINANCIAL FEDERAL SAVINGS & LOAN January 1983 - September 1987
BEBER SILVERSTEIN ADVERTISING January 1981 - January 1983
Skills
Banking, Event Planning, Sponsorship, Marketing, Strategic Planning, New Business Development, Marketing Strategy, Business Development, Public Relations, Budgets, Management, Strategy, Small Business Lending, Mergers & Acquisitions, Training, Investments, Advertising, Consumer Lending, Commercial Lending, Marketing Communications, Fundraising
Education
Florida State University 1973 — 1977
Bachelor's Degree (BS), Mass Communications / Speech Communications
Coral Gables High School 1970 — 1973
NAI Hallmark Partners August 2012 - Present
Penn-Florida Companies 2011 - 2012
Eola Capital 2004 - September 2009
Advantis Real Estate Services 1998 - 2004
Wachovia Bank 1993 - 1998
Skills
Disposition, Property Management, Real Estate Development, Leases, Commercial Real Estate, Brokerage, Lease Administration, Contract Negotiation, Budgets, Strategic Planning, Leasing, Real Estate, Property, Real Estate Transactions, Management, Tenant, Due Diligence, Asset Managment, Corporate Real Estate, Investment Sales, Financial Analysis, Landlord, Location Intelligence, Lease Negotiations, Leadership, Landlords, Asset Management, Construction, Real Estate Economics, Facilities Management, Investments, Portfolio Management, Finance, Shopping Centers, Land Acquisition, Real Estate Private..., Tenant Representation, Dispositions
Education
Certified Commercial Investment Member
CCIM, Commercial Real Estate and Investment
Florida State College at Jacksonville
Associates, Accounting
BankUnited December 2009 - Present
BB&T/Colonial Bank August 2006 - December 2009
Bank of Florida2004 - 2006 May 2004 - July 2006
Lydian Mortgage2003 - 2004 April 2003 - May 2004
Wachovia Bank December 1994 - April 2003
AmTrust Bank January 1992 - December 1994
AmeriFirst Bank January 1988 - January 1992
Skills
Banking, Customer Service, Supervisory Skills, Retail, Retail Banking, Mortgage, Mortgage Lending, Real Estate, Finance, Credit, Mergers & Acquisitions, Small Business, Financial Analysis, Loan Origination, Private Banking, Commercial Banking, Commercial Lending, Small Business Lending, Financial Services, Consumer Lending, Lines Of Credit, Coaching, Cash Management, Training, Business Development, Credit Analysis, Investments, Management, Portfolio Management, Loans, Underwriting, Deposits
Education
Courses/Licenses
Bachelor of Arts (BA), Sociology
Florida Atlantic University
BA, Major in Sociology, Minor in Criminal Justice, Certificate in Women's Studies
Wells Fargo Home Mortgage October 1998 - Present
Wells Fargo Home Mortgage October 1998 - Present
Wachovia Mortgage February 2005 - April 2009
Wachovia Bank October 1998 - February 2005
Skills
Historical Renovations, Whole House Renovations, Renovation, Renovation lending, Mortgage Lending, Loan Officers, Loan Origination, Banking, Retail Banking, Mortgage Banking, Branch Banking, Construction Loans, Conventional Financing, Government Loans, 203K, HomePath, Sales, FHA, Residential Mortgages, Credit, Loans, First Time Home Buyers, Investment Properties, Refinance
Education
Jacksonville University 1995 — 1998
Bachelor of Science (B.S.), Business Administration and Finance
Florida State College at Jacksonville 1989 — 1993
Associate's degree, Business Administration and Management, General
Native Sun September 2002 - October 2008
Wachovia Bank January 1998 - September 2002
Skills
JavaScript, C#, VB.NET, ASP.NET, AJAX, Web Services, SQL, .NET, Access, Crystal Reports, Visual Basic, Microsoft SQL Server
Education
Florida State College at Jacksonville 2000 — 2004
Shumaker, Loop & Kendrick, LLP February 2009 - Present
Wachovia Bank 2000 - 2008
Education
University of Florida - Fredric G. Levin College of Law
Master of Laws (LL.M.), Taxation
University of Florida - Fredric G. Levin College of Law
Doctor of Law (J.D.), with honors
Florida Southern College
Bachelor of Science (B.S.), magna cum laude, Accounting
Wachovia Bank March 2000 - July 2011
First Union National Bank August 1999 - March 2000
Wachovia Mortgage Corporation April 1998 - August 1999
First Union Mortgage Corporation January 1997 - April 1998
Wachovia Bank May 1996 - December 1996
Lerner New York September 1994 - October 1996
Bulky's Treats and Gifts January 1993 - August 1994
Afterthoughts Boutique September 1990 - January 1993
Skills
Recruiting, Training
Education
University of Central Florida - College of Business Administration 2014 — 2016
Human Resources Management and Services
Florida State College 2011 — 2013
Associate of Arts (A.A.), Business Administration/Management
Florida State College at Jacksonville 2011 — 2013
Associate of Arts (A.A.), Business Administration and Management, General
DCMA December 2012 - Present
Defense Aquisition University (DoD) August 2010 - April 2012
Wachovia Bank April 2006 - May 2010
Skills
Acquisition Analysis, Logistics, Sales Management, Internal Communications, External Relations, Business Valuation, International Relations, Government Contracting, Management, Security Clearance, DoD, Program Management, Project Planning, Contract Management, Strategy, Strategic Planning, Leadership Development, Leadership, Procurement, Government, Military, Defense, Analysis
Education
Florida Institute of Technology 2011 — 2014
Masters, Acquisition/ Contract Managment
University of Alabama in Huntsville 2009 — 2011
BSBA, Management - Acquisition ManagementMinor; Liberal Arts
University of Alabama in Huntsville 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
JP Morgan Chase October 2009 - Present
Bank of America September 2007 - September 2009
LaSalle Bank March 2002 - September 2007
Wachovia May 1998 - January 2002
Wachovia Bank 1976 - 2002
Manufacturers Hanover Trust 1973 - 1976
Education
University of Denver 1971 — 1973
MA, International Finance
Florida State University 1967 — 1971
BA, International Relations
ACSI Translations October 2010 - Present
Wachovia, A Wells Fargo Company June 2009 - May 2011
Wachovia Bank June 2009 - May 2011
Finesa Real Estate Group April 2007 - May 2009
Wachovia Bank January 2006 - April 2007
Wachovia Bank May 2004 - January 2006
Frozen Foods June 1996 - May 2001
Skills
Banking, Credit, Spanish, Commercial Lending, Loans, Small Business Lending, Finance, Commercial Banking, Mortgage Lending, Investments, Credit Analysis, Underwriting, Insurance, Financial Analysis, Financial Services, Asset Managment, Cash Management, Strategic Planning, Translation, Technical Translation, Legal Translation, Medical Translation, Financial Translation, Interpreting, Interpretation, Conference Interpreting, Simultaneous..., Multicultural, Multicultural Marketing, Multicultural..., Multicultural Education, Project Planning, Project Management, Project Delivery, Cross-functional Team..., Strategy, Leadership, Multilingual, Marketing, Small Business, Portfolio Management, Globalization, Foreign Languages, Latin America, Intercultural..., Internationalization, Terminology, Portuguese, French, Localization
Education
American University - Kogod School of Business 2011 — 2014
MBA, Global Emerging
Florida Gulf Coast University 2001 — 2004
Bachelors, Marketing
SunTrust Bank February 2011 - Present
TotalBank February 2010 - February 2011
Wachovia, A Wells Fargo Company January 2009 - February 2010
Regions Financial Corporation October 2006 - December 2008
Morgan Stanley July 2006 - October 2006
Mercantil Commercebank, N.A. December 2004 - July 2006
Wachovia Bank December 2003 - December 2004
Skills
Portfolio Management, Underwriting, Microsoft Excel, IBM iSeries, Lotus 123, Loans, Banking, Credit, Commercial Banking, Commercial Lending, Mortgage Lending, Financial Analysis, Credit Analysis, Risk Management, Credit Risk, Investments, Leadership, Business Development, Insurance, Retail Banking, Cash Management, CRM, Financial Services, Small Business Lending, Real Estate, Finance, Cross Selling, Cash Flow, Consumer Lending, Customer Service, New Business Development, Coaching, Management, Sales, Treasury Management, Commercial Mortgages, Relationship Management, Small Business, Lines Of Credit, Loan Origination, Budgets, Training, Asset Based Lending, SBA
Education
Florida International University - College of Business 2008 — 2009
Master's in Business Administration, Professional MBA
University of Phoenix 2002 — 2004
B.S. in Business Management, Business Management
BankUnited October 2010 - January 2014
Wachovia Bank 1995 - 2008
Skills
Banking, Cash Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Credit Risk, Finance, Financial Analysis, Insurance, Investments, Leadership, Lines Of Credit, Loan Origination, Loans, Mortgage Lending, Portfolio Management, Retail Banking, Risk Management, Series 7, Small Business Lending, Treasury Management, Underwriting, Wealth Management, Private Banking
Education
FAU
MBA
Florida Atlantic University
Master of Business Administration (M.B.A.), Finance
Gibraltar Private Bank & Trust September 2015 - Present
Mercantil Commercebank, N.A. May 2015 - August 2015
Solomon Edwards Group LLC February 2015 - March 2015
Popular Community Bank January 2010 - February 2015
Burger King Corporation August 2009 - January 2010
Wachovia Bank June 2007 - March 2008
Allstate Insurance 2008 - 2008
Bank of America December 2005 - May 2007
Colonial Bank September 2004 - November 2005
Northern Trust March 2000 - September 2004
Skills
Finance, Financial Analysis, Wealth Management, Asset Management, Banking, Financial Services, Portfolio Management, Management, Commercial Banking, Credit, Risk Management, Asset Allocation, Private Banking, Investments, Retail Banking, Estate Planning, Analysis, Corporate Finance, Accounting
Education
Florida International University 1990 — 1993
Bachelor's, Business - Finance
Miami Dade College 1987 — 1990
A.A., Business Administration
Miami Senior High School 1984 — 1987
High School
AT&T February 2011 - June 2011
AT&T February 2011 - June 2011
Spherion July 2010 - January 2011
Spherion July 2010 - January 2011
Assurant January 2009 - February 2010
Wachovia Bank July 2008 - January 2009
T Mobility July 2006 - July 2008
Florida Power & Light Co. May 2005 - July 2006
Florida Power May 2005 - July 2006
Florida International University August 2004 - August 2005
Education
Florida International University
Bachelors of Science, Communications 2004
Brooklyn Technical High School
New York City High School
Morgan Stanley Private Bank, NA January 2014 - Present
Morgan Stanley Private Bank, NA May 2011 - January 2014
Wachovia A Wells Fargo Company November 2009 - May 2011
Wachovia Bank March 2007 - November 2009
Wachovia Bank October 2001 - March 2007
Wachovia Bank August 1987 - October 2001
Skills
Banking, Management, Coaching, Recruiting, Series 7, Commercial Lending, Leadership, Small Business Lending, Credit, Loans, Commercial Banking, Private Banking, Training, Wealth Management, Finance, Sales, Portfolio Management, Credit Analysis, Consumer Lending, Retail Banking, Relationship Management, Cash Management, Retirement Planning, Equities, Mortgage Lending, Risk Management, Financial Services, Securities, Underwriting, Lines Of Credit, Financial Analysis, Investments, Cross Selling
Education
Florida Int'l University - College of Business Administration - MBA 1995 — 1998
MBA
Florida International University 1986 — 1998
Florida Int'l Univ. - BA in Economics/Int'l Relations 1986 — 1993
B.A, Economics & Int'l Rel, Double Major
Florida International University 1986 — 1993
Risk Transfer Holdings LLC September 2015 - Present
Aon August 2012 - September 2015
Arthur J. Gallagher & Co. May 2007 - August 2012
Wachovia Bank 2005 - 2007
Skills
Property & Casualty..., Commercial Insurance, Brokers, Liability, Insurance, General Insurance, Umbrella Insurance, Legal Liability, D&O, Risk Management, Workers Compensation, Commercial Lines, Financial Services, Captives, Employment Practices..., Reinsurance, Term Life Insurance, Excess, Claims Management
Education
Florida International University 2014 — 2016
Bachelor's Degree, Psychology
Miami Dade College 2003 — 2006
Associates in Arts Degree, Business Administration
Allstate Insurance June 2009 - Present
Orange Group Insurance March 2006 - May 2009
Wachovia Bank 2005 - 2006
Skills
Insurance, Homeowners, Commercial Insurance, Life Insurance, Renters, Fixed Annuities, Property & Casualty..., Sales, Term Life Insurance, Underwriting, Disability Insurance, Umbrella Insurance, Management, New Business Development, Universal Life, Long Term Care Insurance, Employee Benefits, Liability, Long-term Care, Inland Marine, Small Business, Health Insurance, Series 6, Series 7, Retirement Planning, Business Strategy, Casualty, Marine Insurance, Commercial Real Estate, Workers Compensation, Professional Liability, Financial Services, Motorcycle, Brokers, Legal Liability, Retirement, Whole Life, Commercial Lines, Casualty Insurance
Education
Nova Southeastern University 2008 — 2011
Master of Business Administration (MBA), Finance, General
Florida International University 2000 — 2003
BA, Finance, Management
Wells Fargo August 2015 - Present
ServisFirst Bank July 2012 - May 2015
Wells Fargo August 2010 - July 2012
Wells Fargo March 2009 - August 2010
Wachovia Bank June 2006 - March 2009
Wachovia Bank March 2004 - June 2006
Wachovia Bank/First Union Bank August 2002 - March 2004
Play It Again Sports September 1995 - August 2002
Education
Flagler College
Bachelor’s Degree, Sports Managementt/Business Management
Fahrenheit IT at Markel Insurance September 2014 - Present
Apex Systems April 2012 - July 2014
Apex Systems October 2010 - July 2012
Bay Harbor Professional Services July 2010 - September 2010
Spherion April 2009 - May 2010
First Place August 2008 - February 2009
First Place April 2008 - August 2008
Wachovia Bank 1998 - 2008
Dozier EDI 1997 - 1997
Federated Systems Group 1992 - 1996
Skills
Project Management, Employer Branding, Call Center, Business Process..., Change Management, Crisis Management, Business Analysis, People Managment, Operations Management, Analytical Skills, Diversity, Time Management, Emotional Intelligence, Telecommunications, Vendor Management, Communication, Business Continuity..., Logistics, Sarbanes-Oxley, Customer Service Systems, Facilitators, Public Speaking, Call Centers, Human Resources, Quality Assurance, Team Leadership, Management, Integration, Agile Methodologies, SDLC, Process Improvement, Leadership, Budgets
Education
Florida International University
BA, Humanities
Well Fargo Bank NA August 2014 - Present
Stein Mart July 2013 - August 2014
Wells Fargo February 1990 - May 2012
Wells Fargo Bank January 2010 - January 2012
Wells Fargo 2010 - 2012
WACHOVIA BANK January 2001 - January 2010
US Navy June 1980 - June 2005
US Navy 1980 - 2002
AVP January 1999 - January 2001
Skills
Navy, Military, Security Clearance, DoD, Command, Customer Service, Coaching, Training, Building Relationships, Team Leadership, Strategic Planning, Leadership, Management, Process Improvement
Education
University of Phoenix-Jacksonville FL 2013 — 2016
Bachelor of Science (BS), Management
Florida Community College at Jacksonville
University of Maryland
Mathematics, English, Business and Business Management
VALIC August 2014 - Present
Wells Fargo August 2012 - March 2013
Miami Axis Group LLC 2013 - 2013
J.P. Morgan September 2010 - August 2012
Wachovia Bank August 2009 - September 2010
Skills
Small Business Lending, Consumer Lending, Lines Of Credit, Personal Banking, Series 6, Loans, Home Equity Loans, Commercial Banking, Commercial Lending, Cross Selling, Home Equity Lines of..., Retail Banking, Series 63, Mortgage Lending, Credit, Banking, Mortgage Banking, Loan Origination, Credit Analysis, Refinance, Sales, Commercial Mortgages, Financial Services, Finance, Wealth Management, Investment Management, Investments
Education
Florida International University 2009 — 2011
Bachelor, Finance
Miami-Dade Community College 2007 — 2009
Associates Degree, Accounting
Christopher Columbus High School 2001 — 2005
Diploma, General Studies
Union Bankshares Corp. September 2015 - Present
IZON Models and Talent, LLC May 2015 - Present
West Corporation November 2013 - August 2014
State Farm February 2013 - September 2013
Regions Financial Corporation June 2011 - February 2013
Wachovia Bank December 2008 - 2010
Skills
Management, Elementary Education, Secondary Education, Team Leadership, Leadership, Board of Directors, Non-profit Boards, Human Resources, Mortgage Banking, Insurance, Variable Annuities, Life Insurance, Modeling, Acting, Retail Banking, Microsoft Office, Interactive Whiteboard
Education
Flagler College 2006 — 2008
Bachelor's Degree, Political Science and Government
Miami Jewish Health Systems December 2013 - Present
Geo Care, Inc. / South Florida State Hospital January 2006 - December 2013
Wachovia Bank January 2000 - December 2005
Skills
Healthcare Information..., Healthcare Management, Healthcare, HIPAA, Hospitals, Medical Records, EMR, Revenue Cycle, Data Analysis, Process Improvement, Microsoft SQL Server, Microsoft Windows Server, Cisco Call Manager, Network Design, Network Engineering, LAN-WAN, Active Directory, Training, Policy, Visio, Management, Software Documentation, Outlook, Customer Service
Education
Florida International University 1992 — 1996
Bachelors, Management Information Systems, General
Gwinnett Sexual Assault Center & Children's Advocacy Center October 2014 - Present
Brookwood Elementary School August 2010 - Present
Johns Creek Christian Preschool 2008 - 2009
Wachovia Bank 2002 - 2004
Wachovia 1999 - 2002
Wachovia November 1999 - July 2000
Skills
Victim Advocacy, Coordinating Activities, Retail Banking, Credit, Loans, Commercial Banking
Education
Florida Atlantic University 2002 — 2004
Certificate of Women's Studies, Psychology
Florida Atlantic University 1991 — 1994
B.A., Psychology
Primerica Financial Services January 2014 - Present
Kingdom Wealth Planning, Inc. 2012 - Present
Bank of America Merrill Lynch May 2011 - July 2013
PHH Mortgage May 2010 - August 2010
Wachovia Bank February 2008 - May 2010
Skills
Risk Management, Customer Service, Time Management, Retirement Planning, Credit, Budgets, Leadership, Finance, Investments, Personal Finance, Training, Coaching, Financial Analysis, Financial Counseling, Strategic Financial..., Term Life Insurance, Team Building, Financial Accounting, Fixed Annuities, Variable Annuities, Financial Planning, Public Speaking
Education
Univerisity of North Florida - Coggin College of Business 2009 — 2011
Bachelor of Business Administration, Finance - Investments
Florida Community College at Jacksonville 2006 — 2008
Associate of Arts, Business Administration2006; Finance
Nittomax Corp January 2010 - Present
Cubix Latin America November 2008 - January 2012
Mercantil Commerce Bank February 2007 - July 2008
Wachovia Bank January 2006 - November 2006
Wachovia Bank August 2005 - January 2006
Skills
Customer Satisfaction, Management, Sales, Logistics, Customer Service, Marketing Strategy, Spanish, Photoshop, Business Development, Banking, Marketing, Microsoft Office, Social Media Marketing, Financial Analysis, Online Advertising, Operations Management, Team Leadership, Import/Export Operations, District Management
Education
Miami Dade College 2006 — 2008
Business AdministrationAssociate, Arts
Florida International University
Bachelor of Business Administration (B.B.A.)
The Education Gateway Foundation September 2014 - Present
State of Florida, Auditor General September 2011 - Present
Gulfstream Realty Solutions September 2004 - Present
Office Depot May 2010 - August 2010
Wachovia Bank January 2004 - March 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, Budgets, C++, C
Education
Florida Atlantic University 2010 — 2011
Master's Degree in Accounting, Accounting
Florida Atlantic University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Palm Beach Community College 2007 — 2008
Associate's degree, Business Administration and Management, General
Glenmuir High School 1992 — 1997
High School Diploma, Business
Merrill Lynch July 2012 - Present
Merrill Lynch May 2010 - July 2012
Wachovia Bank 2003 - December 2009
Wachovia Bank 2000 - 2003
First Union National Bank 1998 - 2000
Skills
Banking, Cash Management, Commercial Lending, Credit, Investments, Loans, Mortgage Lending, Financial Services, Private Banking, Finance, Securities, Retirement Planning, Securities Lending, Series 7, Wealth Management
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2010
M.B.A., Personal Financial Planning
Florida State University 1994 — 1998
B.S., Finance
Kaplan University February 2014 - Present
Kaplan University February 2012 - February 2014
Florida Department of Revenue February 2010 - February 2012
Popular Community Bank September 2008 - February 2010
Wachovia Bank August 2005 - September 2008
Skills
Customer Service, Financial Analysis, Budgets, Excel, Microsoft Office, PowerPoint, Analysis, Strategic Planning, Policy, Word, Outlook, Research, Data Analysis, QuickBooks, Data Entry, Public Speaking, Financial Reporting, PeopleSoft, Process Improvement, Team Building, Non-profits, Retail Banking, Business Strategy, Account Management, Time Management, Microsoft Excel, Finance, Nonprofits, Software Documentation, Microsoft Word
Education
Florida Atlantic University 2010 — 2013
MBA, Health Care Administration
Florida International University - College of Business 2003 — 2008
Bachelor's, Finance
Hollywood Hills High School 2001 — 2003
High School Diploma
Sandon Mortgage Group/Open Mortgage, LLC January 2015 - Present
A & M Creative Services Inc May 2014 - December 2014
Wells Fargo May 2009 - May 2014
Wachovia Bank April 2007 - May 2009
Bank of America August 2005 - April 2007
Skills
Licenses include Series..., Sales, Customer Service, Financial Services, Leadership, Cross Selling, Finance, Microsoft Office, Marketing Strategy, Credit, Commercial Banking, Training, Time Management, Mortgage Lending, Insurance, Deposits, Banking, Loans, FHA
Education
Florida Atlantic University
Florida Atlantic University
Stearns Bank 2010 - Present
SouthTrust Bank (acquired by Well Fargo / Wachovia) 2004 - 2010
Wachovia Bank 2004 - 2010
Skills
Credit, Underwriting, Risk Management, Financial Analysis, Commercial Lending, Credit Analysis, Credit Risk, Commercial Banking, Portfolio Management, Loans, Real Estate, Sales, Banking
Education
Florida State University 1982 — 1987
Bachelor’s Degree, Finance, General
Florida Department of Transportation October 2014 - Present
Bloomin' Brands, Inc. May 2013 - May 2014
Senior Design / Construction Management December 2012 - May 2013
Wells Fargo Bank/Wachovia Bank February 2006 - June 2012
Wachovia Bank February 2004 - February 2006
The Home Depot June 2000 - October 2003
Claire’s Stores, Inc September 1998 - January 2000
The Sports Authority, inc February 1994 - August 1998
Skills
Organizational..., Customer Focus, Budgeting, Construction, Construction Management, Renovation, Leadership, Process Scheduler, MS Project, Project Planning, Operations Management, Project Management, Program Management, Vendor Management, Retail, Budgets, Management, Architecture, Contract Management, Contractors, Facilities Management, Contract Negotiation, Real Estate, LEED, Project Estimation, Supervisory Skills, Real Estate Development, Purchasing, Project Coordination, Procurement, Strategic Planning, Process Improvement, Team Building, Proposal Writing, Cost Management, Sustainability, Customer Service, Commercial Real Estate, Risk Management, Interior Design, Negotiation, Training, Analysis, Team Leadership, Sales Operations, Space planning, Cross-functional Team..., Property Management, Project Bidding, Business Development
Education
Florida International University 1981 — 1984
BA, Architecture
University of Miami 1983 — 1984
Certificate Construction Mangement, Construction Management
Life & Love Studio August 2013 - Present
SunTrust Bank August 2012 - August 2013
Colonial Spanish Quarter February 2010 - August 2012
Kevin Jones Summer Performing Arts Camps June 2001 - January 2011
Kevin Jones Performing Arts Camp 1999 - 2011
Wachovia Bank September 2006 - February 2010
Wachovia Bank January 2007 - January 2010
Wachovia Bank September 2006 - January 2007
Y.M.C.A August 2005 - January 2006
Skills
Woodworking, History, Bassist, Bartending, Inventory Management, Personnel Leadership, Budget Tracking, Revenue Forecasting, Small Business...
Education
Flagler College 2011 — 2013
B.S., Public Administration
Flagler College 2001 — 2005
B.A., Communication
Sunrise Community, Inc December 2013 - Present
Intercruises Shoreside and Port Services January 2013 - December 2013
Carranza & Associates March 2011 - December 2012
Intermarketcorp September 2011 - September 2012
Miami Dade County-Parks and Recreation, Performance Review Auditor January 2006 - June 2009
Wachovia Bank March 2005 - January 2006
Bank of America March 2002 - March 2005
Skills
Account Reconciliation, Accounts Payable, Accounts Receivable, Invoicing, Auditing, Financial Statements, Internal Controls, Software Documentation, Management, Cash Management, Process Improvement, Banking, Customer Service, Cash, Security, Balance, Sales, Commercial Banking, Payments, Accounting, Journal Entries, MRDD, Asset Keeper, FAS...
Education
Florida International University
Bachelor’s degree, Accounting
Murpcho of Florida, Inc August 2012 - Present
Hancock Bank February 2011 - August 2012
Wachovia Bank September 2003 - January 2011
Merrill Lynch June 2002 - September 2003
Education
Jacksonville University 2003 — 2005
MBA
Flagler College 1998 — 2002
BA, Business- Major, Economics- Minor
wiSource Group July 2008 - Present
Cornerstone Merchant Advisors February 2005 - March 2012
Cornerstone Private Advisors LLC January 2007 - January 2008
Merrill Lynch January 2002 - January 2006
Wachovia Bank January 2000 - February 2002
AXA US January 1996 - December 2000
American Express January 1991 - January 1996
Skills
Conversion Optimization, Cost Reduction..., Logisitcs Cost..., Small Parcel Negotiation, Mobile Technology, Finance, Telecommunications, Call Center Development, E-commerce, Payments, Strategy, Private Equity, Executive Management, Marketing, Portfolio Management, Digital Strategy, Product Management, Sales, Strategic Planning, Enterprise Software, Forecasting, Contract Negotiation, Business Strategy, Strategic Partnerships, Mergers & Acquisitions, Leadership, Start-ups, Investments, Venture Capital, Entrepreneurship, Sourcing, Competitive Analysis, Management Consulting, Business Development, Corporate Development, Analytics, Business Planning, P&L Management, CRM
Education
Florida International University - College of Business 1993 — 1997
BA, Finance
Leadership
Miami Sunset 1989 — 1991
Belen Jesuit 1985 — 1988
St Kevin
Wachovia Bank January 2000 - November 2010
1st Union Bank 1987 - 1999
Southeast Bank 1976 - 1991
Education
Nova Southeastern University 1994 — 1996
MBA, Accounting
Florida International University 1980 — 1989
BA, Finance
Miami Dade College 1976 — 1980
AA, Business
Wells Fargo February 2011 - Present
SunTrust Bank October 2008 - February 2011
Wachovia Bank June 2006 - October 2007
Wachovia Bank October 2004 - June 2007
Cendant Mortgage September 2002 - October 2004
Century 21 June 2001 - September 2002
Sears, Roebuck and Co. August 1999 - June 2001
Skills
Loans, Banking, Commercial Lending, Commercial Banking, Loan Origination, Small Business Lending, Credit, Leadership, Series 6, Cash Management, Retail Banking, Consumer Lending, Finance, Sales, Series 63
Education
Florida State University 1994 — 1998
BS, Psychology and Communications
Diaz & Cooper Advertising May 2015 - Present
Republica, LLC November 2012 - March 2015
República December 2011 - November 2012
VMark Media April 2011 - June 2011
Wachovia Bank April 2008 - August 2009
Miami Heat October 2005 - April 2008
The Beacon-Florida International University January 2006 - December 2007
Skills
Advertising, Integrated Marketing, Marketing Communications, Microsoft Word, PowerPoint, Social Media, Social Media Marketing, Social Networking, Strategic Communications, Facebook, Public Relations
Education
Florida International University 2009 — 2011
Master of Science in Mass Communications, Advertising and Public Relations
Florida International University 2006 — 2008
Bachelor of Arts, Liberal Studies
Jack Patterson & Co December 2014 - Present
Bank of America September 2014 - December 2014
Wells Fargo June 2012 - August 2014
Alcaji Shipping Services February 2009 - April 2012
Helm Bank November 2007 - February 2009
Wachovia Bank January 2006 - June 2007
Skills
Banking, Investments, Financial Services, Financial Analysis, Trade Finance, International Logistics, Finance, Personal Finance, Investment Banking, Investment Management, Investment Advisory, Return on Investment, Financial Advisory, Economics, Econometrics, International Economics, Corporate Law, Computer Proficiency, Microsoft Office, Microsoft Excel, Microsoft Word, Innovation, Creativity, Social Skills, Entrepreneurship
Education
University of North Carolina at Charlotte 2012 — 2014
Bachelor of Science in Business Administration, Finance and Financial Management Services, 3.50
Florida International University 2008 — 2011
Associate's degree, Finance, General, 3.25
JPMorgan Chase & Co. January 2012 - Present
Wells Fargo Bank April 2008 - January 2012
Wachovia Bank July 2005 - July 2008
Wachovia Bank January 2002 - July 2005
First Union National Bank 2000 - 2002
Skills
Leadership Development, Sales Management, Achieving Results, Finance, Financial Services, Banking, Investments, Retail Banking, Loans, Management, Leadership, Cross Selling, Mutual Funds
Education
Florida Southern College 1996 — 2000
BS, Business Administration; Finance concentration
Florida Southern College 1996 — 2000
Bachelor of Science (BS), Finance, General
Gilbarco Veeder Root September 2013 - Present
Wachovia Bank March 2004 - December 2011
Wachovia/Wells Fargo March 2003 - December 2011
Wachovia/Wells Fargo March 2003 - December 2011
QualChoice Healthcare - HMO November 1997 - March 2003
QualChoice of North Carolina November 1997 - March 2003
EduServ Technologies, Inc April 1994 - November 1997
Piedmont/USAIR April 1986 - July 1992
Skills
C#, SQL, Visual Basic, SQL Server, Visual Studio, JavaScript, HTML, T-SQL, VBScript, .NET, ASP.NET, Microsoft SQL Server, Crystal Reports, Requirements Analysis, Systems Analysis, Databases, DB2, Database Design, SOA, Software Development, SharePoint, ASP, Disaster Recovery, SDLC, Software Documentation, Visio, Access, Data Warehousing, Data Analysis, Testing, Requirements Gathering, Quality Assurance, Business Requirements, Agile Methodologies
Education
Florida International University 1983 — 1985
BS, Management Information Systems
Florida International University 1983 — 1985
B.S, Management Information Systems(MIS)
University of Florida 1981 — 1983
Organizational Behavior
University of Florida 1981 — 1983
B.S. M.I.S.
Miami Dade Community College 1975 — 1977
A.A, Business Administration
AltaReturn May 2008 - Present
Sungard - Investran May 2001 - May 2008
KPMG Consulting August 1996 - April 2001
Wachovia Bank January 1990 - January 1994
Skills
Financial Reporting, Private Equity, Management, Hedge Funds, Talent Management, Fund Of Funds, Alternative Investments, Leadership, Asset Managment, Venture Capital, Investments, Portfolio Management, Capital Markets, Equities, Investment Banking
Education
Florida International University - College of Business 1994 — 1995
Accounting
Florida International University - College of Business 1989 — 1991
Finance
Bank of America June 2015 - Present
Bank of America October 2013 - June 2015
Bank of America March 2011 - October 2013
Bank Of America July 2005 - April 2010
Wachovia Bank January 2005 - July 2005
Wachovia Bank August 2003 - January 2005
First Union Bank - Wachovia Bank September 1998 - August 2003
First Union Bank January 1992 - September 1998
Education
Florida State College at Jacksonville
Business Management
Wells Fargo Bank October 2010 - Present
Wells Fargo Bank January 2009 - October 2010
Wachovia Bank January 2008 - January 2009
Synergy Legal Professionals 2006 - 2008
Coastal Settlement Services, LLC September 2004 - March 2006
Sole Legal Practioner July 2000 - August 2004
Volusia County Office of the Public Defender March 1999 - May 2000
West Palm Beach State Attorney's Office May 1994 - August 1994
Kaplan & Bloom, P.A. September 1993 - June 1994
West Palm Beach State Attorney's Office June 1993 - November 1993
Skills
Real Estate, Mortgage, Credit, Loans, Financial Reporting, Asset Management, Asset Managment, Legal Writing, Civil Litigation, Litigation, Negotiation, Foreclosures, Investment Properties, Management, Mergers & Acquisitions, Real Estate Economics, Mortgage Lending, Due Diligence, Commercial Real Estate, Portfolio Management, Legal Research, Leases, Trials, Finance, Banking, Mediation
Education
Florida State University College of Law 1994 — 1997
Juris Doctorate, Law
Florida Atlantic University 1993 — 1997
Bachelor of Arts, Political Science
Cigna September 2013 - Present
ShoreGroup January 2011 - September 2013
eLoyalty February 2004 - December 2010
United Health Group January 2003 - 2004
Wachovia Bank 2002 - 2003
NTT/Verio 2000 - 2002
First Union National Bank October 1998 - 2000
Skills
Cisco Unified Contact..., Cisco Customer Voice..., Cisco Unified..., Cisco IP-IVR, Cisco Call Manager, Training, IVR, Unified Communications, Cisco Technologies, Contact Centers, IP, Avaya, CTI, Telephony, Call Center, VoIP, ACD, Cisco IOS, ICM, Project Estimation, Aspect ACD, Pre-Sales Technical..., Cost Down, Enterprise Software, System Deployment, Call Centers, Professional Services, Pre-sales, Call Logging, Routing, Telecommunications, SIP, Vendor Management, Managed Services
Education
Florida Atlantic University 1994 — 1998
Computer Information Systems
Dillard High School 1990 — 1994
High Technology Magnet Program
Amtrust Bank Customer Banking SpecialistAmtrust BankDecember 2006 - July 2007
Wachovia Bank May 2003 - November 2006
Education
Florida Atlantic University 2002 — 2006
Double Major, Marketing and Economics
Interline Brands 2013 - Present
The St. Joe Company 2007 - 2008
Wachovia Bank 2004 - 2007
Skills
Sales Operations, Management, Active Directory, Account Management, Troubleshooting, Technical Support, Blackberry Enterprise..., Team Building, Cisco Technologies, B2B, Cold Calling, Hardware, Help Desk Support, Windows XP, Customer Service, Access
Education
Florida State College at Jacksonville
HomeSource Lending January 2012 - Present
Mercedes Homes March 2006 - January 2012
Wachovia Bank September 2002 - March 2006
Wachovia 2001 - 2005
Archstone-Smith Trust (Charles E. Smith Residential) May 2000 - September 2002
Skills
Sales, Marketing, Investments, Management, Strategic Planning, Real Estate, Customer Service, Residential Homes, Selling, Microsoft Word, Contract Negotiation, Microsoft Office
Education
Florida State University 1995 — 1998
BS, Marketing and ESBM
Florida State University - College of Business 1995 — 1998
Bachelor of Science, Marketing and ESBM
MasterCard Advisors September 2014 - Present
MasterCard Advisors March 2012 - September 2014
Wachovia, A Wells Fargo Company November 2009 - December 2011
Wachovia Bank February 2009 - December 2009
Unique Vacations October 2005 - October 2008
Subasta! July 2004 - October 2005
Skills
Data Analysis, Bilingual, Direct Sales, Analysis, Problem Solving, Business Strategy, Banking, Coaching, Microsoft Office, Management, Process Improvement, CRM, Credit, Customer Satisfaction, Budgets, Sales, Customer Service, Business Analysis, Training, Risk Management, Leadership, Strategy, Teamwork
Education
Florida International University - College of Business 2010 — 2011
Corporate MBA, Business
Florida International University 2001 — 2004
Corporate MBA, Sociology and Anthropology
Douglas Elliman Real Estate August 2012 - Present
Wachovia Bank August 2004 - May 2009
American Express Financial Advisors January 2003 - July 2004
Skills
Forecasting, Loans, Commercial Banking, Investment Properties, Investments, Commercial Lending, Mortgage Lending, Credit, Portfolio Management, Financial Analysis, Asset Managment, Financial Modeling, Credit Analysis, Banking, Finance, Alternative Investments, Commercial Real Estate, Management
Education
New York University 2005 — 2006
Commercial Real Estate
Florida International University 1999 — 2002
BA, Finance
First American Title Insurance Co. June 2005 - Present
Capital City Bank 2003 - 2005
Wachovia Bank 2000 - 2003
Shoney's Restaurants June 1991 - June 2001
Education
Florida Agricultural and Mechanical University 1988 — 1993
Aegis Sciences Corporation January 2015 - Present
The Center for Health and Age Management September 2009 - October 2014
Liberty Bank June 2008 - October 2008
First Savers Bank March 2007 - February 2008
Wachovia Bank April 2006 - February 2007
HomeBanc Mortgage January 1999 - January 2006
Estee Lauder January 1994 - December 1998
Education
Florida Atlantic University 1991 — 1993
Bachelor of Arts (BA), Finance and Financial Management Services
Port Charlotte High School 1985 — 1989
SunTrust Bank March 2010 - January 2014
AT&T Mobility June 2008 - March 2010
Wachovia Bank 1999 - 2008
Bank of America 1996 - 1999
Skills
Technical Solution..., Leading Development..., Database Design, Project Management, Client Relations, Software Implementation, Vendor Management, Master Data Management
Education
Florida State University
Sabadell United Bank October 2012 - Present
HSBC Bank December 2011 - October 2012
Wachovia Bank July 2007 - December 2011
Washington Mutual Bank October 2004 - July 2007
Skills
Banking, Data Analysis, Underwriting, Forecasting, Bilingual-Spanish, Portfolio Management, Loans, Credit, Consumer Lending, Commercial Banking, Credit Analysis, Commercial Lending, Credit Risk, Microsoft Excel, Wealth Management, Notary Public, Financial Services, Investments, Cash Management, Finance, Retail Banking, Small Business Lending, Mortgage Lending, Financial Analysis, Financial Risk, Fixed Annuities, Insurance
Education
Florida International University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8
Florida International University 2009 — 2011
Bachelor, Business Administration; Finance
Wells Fargo January 2010 - Present
Wells Fargo February 2005 - Present
Wachovia Bank February 2005 - January 2010
Hello Florida! Inc. March 2004 - February 2005
INTRAWORLD INCENTIVES INC. January 2001 - March 2004
BOCA RATON RESORT & CLUB May 1997 - January 2001
Skills
Meeting Planning, Event Management, Management, Budgets, Contract Negotiation, Business Development, Hotels, Program Management, Tourism, Hospitality Industry, Food & Beverage, Catering, Project Planning
Education
Florida Atlantic University 1996 — 2000
Bachelor, Communication
Wachovia Bank January 1994 - June 2011
Education
Florida State University
B. A., Art History
Wachovia 1994 - Present
Wachovia Bank 1994 - 2008
Education
Florida Agricultural and Mechanical University
B.S., Business Administration - Magna Cum Laude
EY July 2013 - Present
Ernst & Young March 2012 - Present
Bank of America December 2009 - March 2012
Bank of America November 2008 - June 2010
Wachovia Bank April 2008 - November 2008
University of South Carolina 2006 - 2008
Skills
SAS, SAS programming, Predictive Analytics, Data Analysis, Data Mining, Statistical Modeling, Statistics, Analysis
Education
University of South Carolina-Columbia 2006 — 2008
MS, Statistics
Florida State University 2001 — 2005
BS, Economics
Baker Hughes January 2012 - Present
KB Home January 2011 - January 2012
Alpha Phi Alpha Fraternity, Inc. 2008 - December 2010
Pinnacle Financial Strategies July 2007 - January 2010
Capital One October 2006 - June 2007
Wachovia Bank May 2003 - October 2006
YBG Services October 2000 - May 2003
Novo Nordisk October 2000 - May 2002
Bank of America October 1997 - October 2000
Michelin June 1996 - October 1997
Skills
Leadership, Training, Team Building, Sales, Marketing, Account Management, Sales Operations, CRM, Strategic Planning, Program Management, Coaching, Loans, Customer Service, Product Development, Process Improvement, Retail, Team Leadership, Change Management, Strategy, Budgets, Mentoring, Sales Management, Business Development, Cross-functional Team..., Finance, Training Course...
Education
Florida Agricultural and Mechanical University
Bachelors of Science, Business Admnistration, Marketing
Wells Fargo July 1953 - Present
JPMorgan Chase August 2011 - July 2013
JP Morgan Chase September 2009 - August 2011
The South Financial Group 2008 - 2009
Wachovia Bank July 2003 - October 2008
Skills
Cash Management, Customer Relations, New Business Development, Treasury Management, Banking, Credit, Customer Service, Loans, Risk Management, Problem Solving, Commercial Banking, Spanish, Microsoft Office, Excel, Sales Management, Negotiation, Consultative Selling, Portfolio Management, Financial Analysis, Selling, Microsoft Excel, Commercial Lending, Treasury, Treasury Services, Insurance, Credit Analysis, Relationship Management, Financial Services, Small Business Lending
Education
University of Miami - School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General
Florida International University 2001 — 2003
Bachelor of Business Administration (B.B.A.), Major in Finance
Hancock Bank July 2006 - February 2014
Wachovia Bank January 2000 - June 2006
Florida Army National Guard July 1989 - July 2004
Skills
Loans, Management, Finance, Sales, Customer Service, Consumer Lending, Small Business Lending, Commercial Banking, Retail Banking, Banking, Credit, Mortgage Lending, Insurance, Underwriting, Customer Retention, Risk Management, Branch Banking, Team Building, Commercial Lending, Retail
Education
Florida Bankers Association School of Banking 2012 — 2014
Florida Agricultural and Mechanical University 1986 — 1991
BS, Criminal Justice
PNC January 2015 - Present
SunTrust Bank November 2013 - January 2015
PNC March 2012 - November 2013
RBC Bank April 2011 - March 2012
RBC Bank May 2009 - April 2011
Wachovia Bank March 2006 - May 2009
Wachovia Bank March 2005 - March 2006
Abercrombie and Fitch September 2002 - March 2005
Abercrombie & Fitch December 2000 - September 2002
Skills
Leadership, Recruiting, Banking, Management, Process Improvement, Sales, Marketing Strategy, Customer Satisfaction, Credit, Loans, Consumer Lending, Retail Banking, Mortgage Lending, Commercial Banking, Coaching, New Business Development, Strategic Sales, Social Networking, Cold Calling, Coaching Staff, Job Coaching, Customer Service, Business Development, Retail, Customer Experience, Small Business Lending, Cross Selling, Credit Analysis, Deposits, Credit Cards, Branch Management, Relationship Management, Financial Services, Loan Origination, Risk Management, Treasury Management, Cash Management, Team Building, Portfolio Management, Finance, Commercial Lending, Mortgage Banking, Branch Banking, Underwriting, Lines Of Credit
Education
Florida State University 1996 — 2000
B.A., English Literature
Fifth Third Bank April 2011 - Present
Fifth Third Bank August 2009 - April 2011
Fifth Third Bank July 2007 - August 2009
Wachovia Bank May 2006 - July 2007
Skills
Credit, Loans, Commercial Lending, Credit Analysis, Banking, Portfolio Management, Financial Analysis, Underwriting, Commercial Banking, Mortgage Lending, Small Business Lending, Consumer Lending, Treasury Management, Credit Risk, Finance
Education
Florida Gulf Coast University 2008 — 2010
MBA, Finance
Quinnipiac University - School of Business 2001 — 2005
International Business, Minor in French, European Union Studies
Nardin Academy 1997 — 2001
High School
Tullo Law Firm February 2007 - Present
Wachovia Bank February 2006 - December 2006
First Kensington Bank March 2004 - November 2005
Mortgage Masters January 2001 - December 2003
Citicorp February 1983 - April 1992
Education
Florida State University 1976 — 1980
BS, Business/Marketing
Wachovia Bank June 2006 - Present
Wachovia/Wells Fargo 2006 - Present
Wachovia, A Wells Fargo Company 2004 - 2005
Education
Florida Agricultural and Mechanical University 2002 — 2005
Bachelor's Degree, Business Administration
Fifth Third Bank 2007 - Present
Wachovia Bank 2004 - 2007
Washington Mutual Bank 2003 - 2004
ABN AMBRO Bank/LaSalle Bank 1998 - 2003
First Union Bank 1996 - 1998
Skills
Portfolio Management, Loans, Commercial Banking, Retail Banking, Loss Mitigation, Commercial Lending, Credit Analysis, Credit, Banking, Small Business Lending, Treasury Management, Mortgage Lending, Consumer Lending, Underwriting, Loan Origination, Financial Analysis, Credit Risk, Investments, Cash Management, Wealth Management, Asset Based Lending, Capital Markets, Commercial Mortgages
Education
University of Miami - School of Business
Master of Business Administration (MBA), Finance Concentration
Florida International University
Bachelor of Business Administration (BBA), Finance & International Business
Miami Dade College
Associate's Degree
Miami Killian Senior High School 1989 — 1992
High School Diploma
Fifth Third Bank June 2009 - Present
Wachovia Bank March 1980 - October 2008
Wachovia Bank March 1980 - October 2008
Wachovia Bank March 1980 - October 2008
Education
Florida State College at Jacksonville 1979 — 1980
Non-degree, General Studies
Wachovia Bank 1998 - 2008
Education
Florida Atlantic University 1993 — 1998
Bachelor of Science, Marketing and International Business
JP Morgan Chase July 2010 - Present
SunTrust Bank May 2007 - August 2010
Wachovia Bank January 2006 - May 2007
Wachovia Securities, LLC October 1999 - December 2005
Skills
Loans, Commercial Lending, Commercial Banking, Credit Analysis, Lines Of Credit, Commercial Mortgages, Cash Management, Financial Analysis, SBA, Risk Management, Relationship Management, Construction Loans, Credit, Finance, Small Business Lending, Treasury Management, Cash Flow Lending, Financial Risk
Education
Florida International University 2000 — 2003
EMBA
Florida International University - College of Business 1990 — 1993
Bachelors in Business Administration, Finance
Belen Jesuit Prep School 1980 — 1984
Wachovia Bank November 2003 - October 2008
Wachovia Bank November 2003 - October 2008
Wachovia Bank November 2003 - October 2008
Wachovia, A Wells Fargo Company 2003 - 2008
Colonial Bank December 2002 - November 2003
Education
Florida Atlantic University 2000 — 2002
BS, Finance/Economics
Wachovia Bank Financial Center ManagerWashington MutualMarch 1994 - August 2006
Education
Florida Atlantic University 1994 — 1997
Bachelor of Arts, Sociology
J.P. Morgan August 2013 - Present
Loan Value Group LLC June 2009 - July 2013
Morgan Stanley 2004 - 2009
Wachovia Bank 2000 - 2004
Skills
Fixed Income, Structured Products, Derivatives, Securitization, Credit Derivatives, Financial Structuring, Alternative Investments, Financial Modeling
Education
Florida Agricultural and Mechanical University 1998 — 2000
MS, Plasma Physics
University of North Carolina at Chapel Hill 1993 — 1998
B.A., Physics
SunTrust Mortgage June 2010 - Present
Wachovia Bank 2004 - 2009
Skills
Mortgage Lending, Mortgage Banking, Loans, FHA, Loan Origination, Banking, Refinance, Residential Mortgages, Consumer Lending, VA loans, FHA financing, First Time Home Buyers, Investments, Construction Loans, Lines Of Credit, USDA, Business Networking, Mortgage Underwriting, Branch Management, Private Banking, Commercial Lending, Underwriting, Finance, Government Loans, Real Estate, FHA Financing, Real Estate Economics, Real Estate Financing, Retail Banking, VA Loans, Commercial Banking, Commercial Mortgages, Cross Selling, Mortgage Marketing, Certified Mortgage..., Branch Banking, Credit Risk, Home Equity Lines of..., Loan Servicing, Credit Analysis, Credit, Treasury Management, Reverse Mortgages, Loss Mitigation, Mortgage Servicing, Financial Services, Home Equity Loans, Wealth Management, Deposits, Asset Based Lending
Education
Florida International University 1989 — 1991
BS, Business, Journalism
Open to Opportunities in Business Resiliency May 2009 - Present
Bank of America (Collabera) October 2008 - April 2009
Bank of America 2008 - April 2009
Bank of America 2009 - 2009
Wachovia Bank August 2003 - September 2008
Wachovia 2001 - 2003
First Union National Bank (currently Wachovia Bank) 1999 - 2001
Trans-Alaska Technology September 1998 - June 1999
Republic National Bank 1984 - 1998
Education
Florida International University
BS, Management Information Systems
Sprint Nextel July 2006 - Present
Wachovia Bank May 2004 - July 2006
Bank of America November 2003 - May 2004
Nextel November 1999 - March 2003
First Union National Bank March 1996 - November 1999
Education
Elite Medical Training 2009 — 2009
C.N.A
Florida State College at Jacksonville 2004 — 2005
Data Entry
BB&T March 2008 - Present
Wachovia Bank 2006 - 2008
Wachovia Bank 2003 - 2006
PNC Advisors 1998 - 2002
Education
Florida State University 2004 — 2005
Certified Financial Planning
Moravian College - The Moravian MBA 1995 — 1999
MBA
University of Scranton 1989 — 1993
BS, Finance
United States Army Reserve February 2014 - Present
United States Army Reserve October 2013 - Present
Wells Fargo Home Mortgage May 2013 - February 2014
Untied States Army Reserve July 2007 - October 2013
Wells Fargo Home Mortgage November 2012 - May 2013
Wachovia Bank January 2011 - November 2012
Skills
Series 6, Limited..., Series 63, Uniform..., FHA, Refinance, Underwriting, Retail Banking, Risk Management, Loss Mitigation, Finance, Cross Selling, Financial Services, Credit Risk, Investments, Portfolio Management
Education
Florida Institute of Technology 2014 — 2016
Master's degree, Human Resources Management/Personnel Administration, General
Florida Agricultural and Mechanical University 2001 — 2005
Bachelor of Arts (BA), Criminalistics and Criminal Science
Fifth Third Bank February 2015 - Present
Wells Fargo January 2010 - January 2015
RockBridge Commercial Bank March 2007 - January 2010
The Bankers Bank July 2003 - February 2007
Wachovia Bank April 1985 - July 2003
First National Bank in Palm Beach June 1980 - April 1985
Skills
Underwriting, Commercial Banking, Banking, Commercial Lending, Credit Analysis, Portfolio Management, Loans, Credit, Risk Management, Small Business Lending
Education
Florida Trust School/University of Florida 1982 — 1984
Trust Administration
Florida Southern College 1976 — 1980
BS Business Administration, Finance
SunTrust Bank May 2013 - Present
HSBC BANK USA March 2008 - May 2013
Wachovia Bank February 1989 - March 2008
Skills
Consumer Lending, Loans, Commercial Banking, Commercial Lending, Small Business Lending, Credit, Credit Analysis, Relationship Management, Mortgage Banking, Wealth Management, Financial Services, Loan Origination, Mortgage Lending, Banking, Retail Banking, Cross Selling, Credit Risk, Portfolio Management, Lines Of Credit
Education
Florida State University 1980 — 1985
B.S. Economics
A+ M.S. April 2014 - Present
Wells Fargo January 2012 - June 2013
JP Morgan Chase 2010 - 2011
Wachovia Bank 2004 - 2010
Federated Department Stores March 1999 - June 2004
Skills
Credit, Banking, Insurance, Sales, Customer Service, Budgets, Financial Analysis, Cash Flow, Microsoft Excel, Coaching, Finance, Cross Selling, Sales Management, Small Business Lending, Loans, Retail Banking, Consumer Lending, Lines Of Credit, Mortgage Banking, Investments, Treasury Management, Financial Services, Small Business, Mortgage Lending, Credit Analysis, Home Equity Loans, Deposits, Refinance, Private Banking, Asset Based Lending, SBA, Relationship Management, Branch Management, Credit Risk
Education
Florida International University 1990 — 1993
Bachelor, Finance, Banking International Business
Miami Dade College 1989 — 1990
Associate of Arts (A.A.), Accounting
Department of Housing and Community Development February 2015 - Present
Department of Housing and Community Development August 2013 - February 2015
Bryant Miller Olive June 2013 - August 2013
Wells Fargo June 2011 - May 2013
The Florida Senate August 2010 - May 2011
Hopping Green & Sams, P.A. July 2008 - January 2010
Wachovia Bank June 2006 - July 2008
The Florida Independent Alligator August 2005 - April 2008
Skills
Legal Research, Policy Analysis, Legal Writing, Community Outreach, SPSS, Research, Government, Westlaw, Public Policy, Microsoft Office, Non-profits, Community Development, International..., Policy, Public Speaking, Analysis, Oral & Written..., Presentation Development, Client Presentation, Financial Analysis, Transportation, Affordable Housing, Non-profit Program..., Nonprofits, Program Management, Legislation, Economic Development, Proposal Writing
Education
Florida State University 2009 — 2011
MSP, Urban and Regional Planning
University of Florida 2005 — 2008
B.A., Political Science
National Community Development Lending School
Graduate Certificate of Completion, Community Lending
Convergys April 2009 - Present
Wachovia Bank January 1996 - January 2008
Wachovia Bank November 1998 - April 2001
Wachovia Bank January 1996 - November 1998
Prudential Insurance Company January 1984 - June 1995
Education
Florida State College at Jacksonville 1976 — 1978
Business Admin
Gastro Health, P.L. October 2011 - Present
MCM - Munilla Construction Management January 2011 - July 2011
Medlink Professional Mgmt January 2010 - December 2010
Wachovia Bank 2000 - 2009
First Union National Bank 1992 - 2000
Skills
Onboarding, Strategic Planning, Leadership Development, Employee Relations, Talent Management, Deferred Compensation, New Hire Orientations, Performance Management, HRIS, Workforce Planning, Employee Engagement, Legal Compliance, Human Resources, ADP Payroll, Employee Benefits, COBRA, Leadership, Process Improvement, Applicant Tracking..., Training, Employee Training
Education
Florida International University
Bachelors Degree, Business Administration
Member - GM SHRM (Greater Miami Society for Human Resource Management)
Member - MGMA (Medical Group Management Association)
Member - SHRM (Society for Human Resource Management)
Member - South Florida MGMA
Department of Veterans Affairs January 2012 - Present
Department of Veterans Affairs July 2011 - December 2011
Jeff Industries January 2011 - May 2011
Wells Fargo Bank April 2010 - February 2011
Wachovia Bank February 2008 - April 2009
World Savings Bank November 2006 - February 2008
Key Transportation June 2002 - November 2006
Apollo Middle and McArthur High School January 1996 - January 1999
Skills
Counseling
Education
Florida Atlantic University 2009 — 2011
Masters of Education, Mental Health Counseling and Rehabilitation Counseling
Florida Atlantic University 2003 — 2005
B.A, Psychology
SunTrust Bank February 2009 - July 2012
SunTrust Bank March 2007 - February 2009
SunTrust Bank July 2004 - March 2007
SunTrust Bank June 2001 - July 2004
Wachovia Bank June 1999 - June 2001
SunTrust Bank June 1996 - June 1999
SunTrust Bank July 1993 - June 1996
Skills
Commercial Banking, Loans, Credit, Credit Analysis, Lines Of Credit, Portfolio Management, Financial Analysis, Underwriting, Private Banking, Risk Management, Loan Origination, Consulting, Strategic Financial...
Education
Florida State University 1989 — 1993
BS, Finance, General
University of Central Florida 1989 — 1990
Natalie Jewelry Inc, DBA Golden opportunities June 2011 - Present
PricewaterhouseCoopers, LLP August 2010 - May 2011
Wachovia Bank August 2006 - May 2007
99 Cents Stuff, INC November 2003 - August 2006
Skills
Accounting, Microsoft Word, Tax, Internal Audit, Sales, Financial Accounting, External Audit, Internal Controls, Auditing, Payroll, GAAP, Financial Reporting, Sarbanes-Oxley Act, Financial Statements, Account Reconciliation, QuickBooks, CPA, Accounts Payable, Tax Accounting, General Ledger, Financial Analysis, Finance, US GAAP, Accounts Receivable
Education
Florida Atlantic University 2006 — 2010
Master, Accounting
Florida Atlantic University 2006 — 2010
Bachelor, Management
Florida Atlantic University 2006 — 2010
Bachelor, Accounting
Morgan Stanley Wealth Management August 2014 - Present
E*TRADE Financial Corporation November 2013 - August 2014
McMaster-Carr February 2012 - August 2013
Wells Fargo Bank April 2011 - February 2012
Wells Fargo Bank June 2009 - April 2011
Wachovia Bank May 2007 - June 2009
Skills
Credit, Loans, Banking, Customer Service, Compliance, Operations, Supply Chain, Financial Analysis, Purchase Orders, Customer Information, CRM, Management, Sales, Marketing
Education
Florida Agricultural and Mechanical University 2005 — 2009
Bachelor of Science, Business Administration, 3.0
Spelman College 2004 — 2004
Early College Program, 4.0
Friends Bank April 2011 - Present
Friends Bank February 2010 - March 2011
Wachovia Bank January 2005 - January 2010
SouthTrust Bank January 2004 - January 2005
SouthTrust Bank November 2002 - January 2004
SouthTrust Bank May 2000 - November 2002
SouthTrust Bank November 1997 - May 2000
Barnett Bank May 1995 - November 1997
Senator Bob Graham August 1993 - May 1995
Education
Florida State University 1993 — 1995
Bachelor's Degree, Finance & Marketing
U.S. Trust, Bank of America Private Wealth Management April 2011 - Present
Wachovia Bank October 2002 - August 2007
RealVest Appraisal Services, Inc. May 2000 - May 2002
Education
Florida Coastal School of Law 2007 — 2010
JD, Law
University of North Florida 2003 — 2005
MBA, Business
Florida State University 1996 — 2000
BS, Finance and Real Estate
Terrabank N.A. June 2015 - Present
Executive National Bank May 2014 - June 2015
Wells Fargo Bank 2008 - 2012
Wachovia Bank 1998 - 2008
First Union National Bank 1992 - 1998
Skills
Banking, Credit, Loans, Mortgage Lending, Real Estate, Consumer Lending, Lines Of Credit, AML, Retail Banking, Financial Services, Loan Origination, Commercial Lending, Leadership, Call Centers, Credit Analysis, Commercial Banking, Customer Satisfaction, Cross Selling, Mortgage Banking, Small Business Lending, Credit Cards, Underwriting, Operational Risk..., Cash Management, Treasury Management, KYC, Risk Management
Education
Florida International University 2012 — 2013
AMLCA-FIBA
Florida International University 1992 — 1996
BS, Criminal Justice
Sprint Nextel April 2011 - Present
Bank of America September 2010 - April 2011
Sprint July 2006 - September 2010
Wachovia Bank May 2004 - July 2006
Bank of America November 2003 - May 2004
Nextel Communications November 1999 - March 2003
Skills
Call Centers, Wireless, VoIP, Vendor Management, Telecommunications, Mobile Devices, Unified Communications, IP, Managed Services, GSM, Customer Experience, Customer Retention
Education
Gwinnett Technical College 2010 — 2016
Certificate, Health Care Assistant, 4.0
Florida Community College at Jacksonville 1996 — 1996
Certificate, Data Entry
Axcess Financial July 2014 - Present
Medco Health Solutions October 2007 - July 2014
Wachovia Bank August 2005 - December 2006
First Data Corporation December 1999 - August 2005
Skills
Accounts Receivable, Process Improvement, Access, Analysis, Microsoft Excel, Microsoft Word
Education
Florida International University 1988 — 1992
Bachelor of Science, Finance
Leadership Si June 2012 - Present
Gibraltar Private Bank & Trust 2009 - May 2012
Dade County Federal Credit Union July 2006 - March 2009
CU Business Capital, LLC April 2005 - July 2006
Wachovia Bank April 1976 - April 2005
Skills
Loans, Commercial Lending, Credit, Banking, Underwriting, Business Development, Commercial Real Estate, Mortgage Lending, Credit Analysis, Financial Risk, Treasury Management, Credit Risk, Finance, Private Banking, Loan Origination, Commercial Banking, Investments, Consumer Lending, Financial Institutions, Lines Of Credit, Relationship Management, Cash Management, Portfolio Management, Financial Services, Small Business Lending, Commercial Mortgages, Retail Banking, Asset Based Lending, Management, Mergers & Acquisitions, Wealth Management, SBA
Education
Florida International University 1978 — 1984
Bachelor of Arts (B.A.), International Relations/Finance
City National Bank of Florida May 2009 - Present
Wachovia Bank January 1997 - 2009
Merrill Lynch 1991 - 1997
Skills
Credit Analysis, Credit, Loans, Credit Risk, Banking, Small Business Lending, Commercial Banking, Retail Banking, Commercial Lending, Portfolio Management, Mortgage Lending, Consumer Lending, Risk Management, Treasury Management, Loan Origination, Finance, Financial Risk, Asset Based Lending, Commercial Mortgages, Lines Of Credit, AML, Relationship Management, Anti Money Laundering
Education
Florida Atlantic University 1997 — 2000
Master of Business Administration (MBA), Finance
Baruch College 1988 — 1992
Bachelor of Business Administration (BBA), Finance
St Agnes High School
Consulting / Contractor June 2015 - Present
Technisource May 2011 - November 2011
CaroMont Health October 2010 - May 2011
Roper St. Francis Healthcare June 2009 - September 2010
Catholic Relief Services June 2008 - June 2009
Randstad January 2008 - March 2008
Wachovia Bank August 2002 - December 2007
Bank of America July 2001 - July 2002
First Union Corporation June 1995 - July 2001
Hearst October 1991 - June 1995
Skills
Data Modeling, Data Warehousing, Business Requirements, Business Analysis, Data Analysis, Business Intelligence, Requirements Gathering, Requirements Analysis, Microsoft SQL Server, Microsoft Excel, Access, Hyperion, Essbase, Business Objects, SofTrek Pledgemaker, McKesson HPP, SharePoint, Visio, ETL, SDLC
Education
Penn State World Campus 2000 — 2002
Certification, Geographic Information Science
Florida Southern College 1988 — 1989
Post Baccalaureate, Business Administration
University of Central Florida 1981 — 1984
Bachelor of Science, Business Administration; Accounting
National Planning Corporation December 2012 - Present
Wachovia Bank 2002 - 2009
Wachovia Securities Financial Network 1999 - 2002
Skills
Disability Insurance, Fixed Annuities, Long-term Care, Insurance, Long Term Care Insurance, Permanent Life Insurance
Education
Florida International University 1985 — 1990
Bachelor of Business Administration (B.B.A.), Marketing and Management
Wells Fargo November 2012 - Present
Wachovia Bank April 2010 - November 2012
Roosters Resteraunt February 1998 - May 2010
Wachovia Bank April 2008 - April 2010
Bank Atlantic December 2006 - April 2008
Education
Florida Atlantic University 2003 — 2006
Accounting and Finance
Coconut Creek High School 1998 — 2001