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
Primer Urology Group, LLC April 2010 - January 2011
Title Experts LLC November 2009 - April 2010
Wachovia Bank September 2007 - April 2009
Skills
Medical Terminology, Hospitals, Medical Records, Medical Billing, Phlebotomy, Medisoft, Venipuncture, Microsoft Word, Insurance, Urinalysis, Physicians, Data Entry, Customer Service, Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Administrative..., Telephone Skills, Sterilization, Appointment Scheduling, Time Management, Ultrasound, Healthcare, Teamwork, Phone Etiquette, Spreadsheets, HIPAA
Education
Hohokus School-RETS Nutley 2011 — 2012
Vascular sonography
Citi September 2014 - Present
Citi June 2014 - Present
Citi May 2013 - Present
Wells Fargo June 2011 - May 2013
Bank of America April 2007 - June 2011
JPMorgan Chase August 2005 - April 2007
Wachovia Bank January 2003 - August 2005
SDD Corner Store Deli January 2001 - December 2003
First Union National Bank August 2002 - December 2002
DHL October 1985 - December 2000
Skills
Leadership, Team Building, Coaching, Sales Management, Customer Retention, Customer Service, Customer Satisfaction, Performance Management, Account Management, Recruiting, Teamwork, Public Speaking, Business Development, Management, Team Leadership, Banking, CRM, Business Planning, Relationship Management, Financial Services, Credit
Education
Helwan University Cairo 1979 — 1983
Bachelor's degree, Major Accounting Minor Computer Science, Passed and completed 4 years of college education.
School District of Philladelphia January 2011 - Present
Wachovia Bank May 2004 - October 2009
Skills
Microsoft Office, PowerPoint, Microsoft Word, Teaching, Microsoft Excel, English, Research, Public Speaking, Event Planning, Outlook, Social Media, Administrative..., Editing, Coaching, Event Management, Teamwork, Higher Education
Education
Gwynedd-Mercy College 2010 — 2014
Bachelor of Business Administration (BBA, Health/Health Care Administration/Management
Wells Fargo November 2011 - Present
Wells Fargo Bank August 2009 - December 2011
Wachovia - A Wells Fargo Company September 2008 - July 2009
Wachovia Bank May 2006 - September 2008
Mergent, Inc. September 2001 - April 2006
Titan Technology Partners March 2000 - February 2001
Skills
Process Management, Business Analysis, Databases, Integration, Management, Project Management, Servers, Linux, Enterprise Software, Disaster Recovery, Data Center, Active Directory, IT Service Management, Enterprise Architecture, Microsoft SQL Server, Security, System Administration, SharePoint, Visio, Windows Server, Windows, Operating Systems, IT Strategy, ITIL, Solaris, Software Documentation, IT Operations, Middleware, Troubleshooting, Vendor Management, Software Project..., Hardware, Strategy, Business Continuity, Service Delivery, Requirements Analysis, IT Management, SDLC, Virtualization, Information Technology, System Deployment, AIX, IIS, Infrastructure, Unix, VMware, Solution Architecture, Project Portfolio..., PMO, Leadership
Education
High Point University 1991 — 1993
B.S., Computer Information Systems
Forsyth Community College 1987 — 1989
A.S., Marketing and Retailing
Wilkes Community College 1983 — 1985
A.S., Broadcast Communication
Office of the State Attorney, 20th Judicial Circuit Florida 2012 - Present
Office of the State Attorney, 20th Judicial Circuit Florida July 2010 - November 2012
Solutions Logistics March 2010 - May 2010
Wachovia Bank January 2009 - March 2010
Skills
Type 80 WPM, Microsoft Office, Photoshop, GoLive, QuarkXPress, Illustrator, Florida Notary, NCIC Certified, Courts, Criminal Law, Microsoft Excel, Training, Trials, Customer Service, Government, Policy, Criminal Justice
Education
Grand Valley State University 2005 — 2008
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
Grand Rapids Community College 2003 — 2005
Sovereign Bank (Texas) May 2012 - Present
BBVA Compass September 2007 - May 2012
Azle Area Chamber of Commerce 2009 - 2011
Wachovia Bank May 2002 - September 2007
Fort Worth Bolt & Tool Co 2000 - 2002
American Bank 1998 - 2000
Bank of Commerce 1995 - 1998
Skills
Consumer Lending, Small Business Lending, Finance, Retail Banking, Loans, Branch Management, Banking, Mortgage Lending, Home Equity Lines of..., Branch Operation, Home Equity Loans, Leadership, Investments, Training, Sales Operations, Team Building, Credit Analysis, Credit, Commercial Lending, Commercial Banking, Compliance, Praise & Worship, Profit & Loss Management, Public Speaking, Relationship Management, Sales, Customer Service, Customer Service..., Management, Portfolio Management, Loan Origination, Lines Of Credit, Cross Selling, Financial Analysis, Mortgage Banking, Financial Services, Branch Banking, Risk Management, Credit Risk, Deposits, Financial Risk, Microsoft Office, Refinance, Sales Management, Credit Cards, Treasury Management, Coaching
Education
Grand Canyon University 2013 — 2017
Bachelor of Applied Science (BASc), Business Management
Keller High School 1989 — 1993
Aspect Commercial Realty & Business Brokers June 2014 - Present
County South Real Estate & Business Brokers January 2005 - June 2014
Wachovia Bank January 2000 - September 2006
Skills
Negotiation, Real Estate Transactions, Selling, Sales, Retail, Real Estate, Investors, Commercial Real Estate, Contract Negotiation, Financial Analysis, Investment Properties, Property Management, Investments, Business Analysis, Team Building, Strategic Planning, Due Diligence, Small Business, Asset Managment, Multilingual, Client Representation, Brokerage, Sellers, Real Estate Development, Short Sales, Valuation, Real Estate Economics, Leases, Business Brokerage
Education
University of North Carolina at Charlotte 1996 — 1998
BS in Computer Science, Software Engineering
Gujarat University 1988 — 1992
BS in Civil Engineering, Civil Engineering
C N Vidyalaya 1977 — 1988
SunTrust Bank September 2010 - Present
Wells Fargo November 2008 - September 2010
Wachovia Bank May 2004 - September 2010
Skills
Commecial Banking, Credit, Commercial Lending, Banking, Commercial Banking, Small Business Lending, Loans
Education
University of Virginia 1991 — 1993
Banking and Financial Support Services
Hampden-Sydney College 1981 — 1985
Bachelor of Arts (BA), Economics
Experian November 2010 - Present
Citigroup May 2009 - October 2010
Citigroup May 2009 - November 2009
JPMorgan Chase August 2005 - May 2009
First USA November 2001 - August 2005
Wachovia January 1999 - November 2001
Wachovia Bank October 1996 - January 1999
AT&T 1996 - 1996
Barnett Bank 1995 - 1996
UJA-Federation 1991 - 1995
Skills
Risk Management, Credit Cards, Marketing, Strategy, Cross-functional Team..., Analytics, Financial Services, Process Improvement, Business Analysis, Credit Risk, Management, Banking, Portfolio Management, Analysis, Business Development, Program Management, Credit, Financial Risk, Leadership, Segmentation, Account Management, Marketing Strategy, Team Leadership, Retail Banking, Sales, Product Development, Loans, CRM, Business Intelligence, Management Consulting, Relationship Management, Vendor Management, Consumer Lending, Business Process..., Payments, Credit Scoring, Predictive Analytics, Basel II, Customer Acquisition
Education
Hofstra University 1983 — 1986
Invesco Ltd. June 2011 - Present
Laffer Investments August 2010 - June 2011
Stone Tower Capital October 2006 - December 2008
Wachovia Bank September 2005 - October 2006
Skills
Account Reconciliation
Education
Haslam College of Business at the University of Tennessee 2001 — 2005
BS, Finance
Wells Fargo Home Mortgage August 2015 - Present
TD Bank; TD Wealth June 2012 - August 2015
WHM Capital Advisors June 2011 - December 2011
SunTrust Bank April 2008 - April 2011
Wachovia Bank June 1983 - September 2006
Atlantic Savings Bank July 1997 - January 2000
Skills
Series 7, Investments, Loans, Commercial Lending, Banking, Credit Analysis, Mortgage Lending, Credit, Commercial Banking, Small Business Lending, Portfolio Management, Wealth Management, Loan Origination, Series 63, Mortgage Banking, Alternative Investments, Financial Analysis, Consumer Lending, Investment Strategies, Capital Markets, Asset Management, Securities, Wealth Management..., Mutual Funds, Financial Services, Retirement Planning, Cash Management, Investment Advisory, Financial Modeling, High Net Worth..., Investment Management, Estate Planning, Strategic Financial..., Equities, Relationship Management, Asset Allocation
Education
University of North Carolina - Kenan-Flagler Business School 1999 — 2000
Executive Leadership Program
Douglas S. Freeman High School
Hampden-Sydney College
Bachelor's Degree, Managerial Economics
CRC-Evans Pipeline International October 2014 - Present
Wood Group Mustang February 2013 - May 2014
Massage Envy Spa April 2012 - January 2013
MIKE CALVERT TOYOTA (Courtesy Of LPC Personnel) August 2010 - February 2011
The Lanier Law Firm (Courtesy of Quest Personnel) January 2009 - July 2009
Wachovia Bank 2007 - 2008
United Healthcare/Uniprise 2006 - 2007
Manhattan Insurance Group 2004 - 2006
Skills
Organizational..., Oracle R12, SharePoint, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Citrix, Invoicing, AS400, Adobe Acrobat, Shipping & Receiving, FedEx, USPS, UPS Shipping, Concur, 40WPM, Microsoft Power Point, Staples Advantage, Purchase Orders, Metastorm, SAP
Education
Houston Community College 2014 — 2016
Associates, Mass Communication/Media Studies
M & T Bank December 2009 - Present
M & T Bank August 2003 - December 2009
Wachovia Bank March 1998 - August 2003
Wachovia Bank December 1995 - March 1998
Skills
Risk Management, Business Development, Coaching, Management, Leadership
Education
Harford Community College
Associate's degree, Business Administration and Management, General
Perry Hall
University of Maryland University College
Finance, General
Origami Owl April 2015 - Present
Mary Kay Inc. May 2014 - Present
Founders Federal Credit Union November 2013 - Present
Thirty-One Gifts February 2012 - Present
Thirty-One Gifts January 2012 - Present
Duncan First Baptist Church February 2010 - November 2013
Knights Apparel, Inc. June 2008 - November 2013
Wachovia Bank January 2007 - June 2008
John Pauls March 2003 - February 2007
Acadia Design Centre February 2006 - April 2006
Skills
Illustrator, Mac, Adobe Creative Suite, Typography, Logo Design, Graphic Design, Graphics, Art Direction, Art, Drawing, Advertising, Brand Development, Word, PowerPoint, Excel, Microsoft Office, Logos, Layout, QuarkXPress, Apparel, Adobe Acrobat, Photography, Event Planning, Posters, Web Design, Customer Service, Print Production, Brochures, Lotus Notes, Packaging, Production, Patterns
Education
Greenville Technical College 2002 — 2006
Associates, Graphic Design, Photography, Web Site Design
James F. Byrnes 1998 — 2002
Diploma, High School Diploma
Child Care services July 2012 - Present
Wells Fargo November 2011 - May 2012
Wachovia Bank March 1999 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Data Entry, Information Analysis, Banking, Marketing Strategy
Education
South Philadelphia High School 1991 — 1993
Harcum College
Not yet complete, Organizational Leadership
Virginia Tech September 2009 - Present
Dell, Inc. September 2006 - September 2009
Performance Training & Development, Inc. January 2005 - February 2007
Saxon Mortgage, Inc. 2001 - 2005
Homebytes.com 2000 - 2001
Wachovia Bank 1996 - 2000
US Airways 1988 - 1996
Skills
Training, Leadership Development, Organizational..., Leadership, Human Resources, Employee Training, Organizational..., Management, Team Building, Employee Relations, Onboarding, Time Management, Recruiting, Executive Coaching, Strategy, Program Management, Career Development, Coaching, Team Leadership, Sales, Talent Management, Customer Service, Instructional Design, Vendor Management, Career Counseling, Project Planning, Staff Development, Performance Management, Succession Planning, Employee Engagement, Public Speaking, Strategic Planning, Higher Education, Change Management, Hiring, Training & Development
Education
Virginia Tech 2011 — 2015
PhD., Educational Psychology
Virginia Tech 2010 — 2011
M.A., Education - Curriculum & Instruction
Virginia Tech 2010 — 2011
Graduate Certificate, Motivation & Cognition
University of Illinois at Urbana-Champaign 2009 — 2010
Ed.M.*, Human Resource Development
High Point University 1991 — 1993
BS Business Administration, Management / Economics
Wells Fargo Bank September 2009 - Present
Wachovia Bank March 2001 - September 2009
Banco Wachovia S.A. January 1997 - March 2001
Wachovia Bank January 1992 - January 1997
Wachovia Bank January 1985 - January 1992
Wachovia Bank April 1981 - January 1985
Skills
Credit, Risk Management, Banking, Credit Analysis, Portfolio Management, Financial Institutions, Credit Risk, Business Development, Negotiation, Commercial Banking, Trade Finance, Strategy Implementation, Cash Management, Trading, Financial Risk, International Trade, Financial Structuring, Analysis, Growing Revenue, Risk Mitigation, Global, Deal Structuring, Economic Development
Education
Wake Forest University School of Business 1979 — 1981
MBA, Finance
Guilford College 1975 — 1979
BA, Economics, International Finance and Marketing
Millennium Wealth Management and Private Banking, a division of Harleysville National Bank May 2008 - March 2010
Kopos & Baker January 2007 - April 2008
M&T Bank May 2005 - January 2007
Peoples' Bank, York, PA April 2004 - July 2004
Wachovia Bank October 2000 - April 2004
Christina Barbieri & Associates 1992 - 1998
Skills
Estate Planning, Trust Services, Special Needs Trusts, Wealth Management, Trusts, Marketing, Accounting, Alternative Investments, Asset Allocation, Asset Managment, Bonds, Commercial Lending, Banking, Employment Law, Contract Negotiation, Estate Administration, Estate Tax Planning, Finance, Financial Advisory, Financial Planners, Financial Services, High Net Worth..., Human Resources, Investment Advisory, Insurance, Investment Management, Investment Strategies, Investments, Litigation, Loans, Management, Mergers & Acquisitions, Mortgage Lending, Mutual Funds, Negotiation, Policy, Portfolio Management, Private Banking, Real Estate, Retirement Planning, Securities, Series 7, Strategic Financial..., Trust Management, Wealth, Wealth Management..., Financial Risk, Retirement, Series 63
Education
Temple University - James E. Beasley School of Law 1985 — 1988
J.D., Law
Hellenic College/Holy Cross Greek Orthodox School of Theology 1979 — 1983
Wells Fargo Bank January 2009 - Present
Wachovia, A Wells Fargo Company October 2005 - December 2008
Wachovia Bank December 1995 - October 2005
Wachovia Bank August 1993 - December 1995
Burns Aerospace September 1989 - August 1993
Skills
Disaster Recovery, Production Support, Vendor Management, Visio, Management, SDLC, Business Requirements, Analysis, Testing, DB2, Software Development, Requirements Gathering, Data Warehousing, Autosys, Sybase, JCL, Requirements Analysis, Unix, Software Documentation, Mainframe, Mergers, Business Analysis, Troubleshooting, SharePoint, Process Improvement
Education
High Point University 1992 — 1995
BS, Computer Information Systems
Forsyth Technical Community College 1990 — 1992
AS, Business Computer Programming
Volvo Financial Services January 2013 - Present
Volvo Financial Services August 2005 - December 2012
Wachovia Bank July 1997 - February 2001
Skills
Credit, Loans, Sales Management, Direct Sales, Financial Analysis, Forecasting, Credit Analysis, Finance, Credit Risk, Negotiation, Underwriting, Business Development, Business Planning, Pricing, Commercial Lending, Portfolio Management, Risk Management
Education
Greensboro College 1993 — 1997
B.S., Business Administration and Economics
Chesapeake Investment Group March 2014 - Present
The Trust Company of Virginia October 2000 - February 2014
Wachovia Bank January 1998 - October 2000
Jefferson National Bank 1994 - January 1998
American General Life Companies is now part of the AIG Family! 1988 - 1994
Davenport & Company LLC 1985 - 1987
Anderson & Strudwick 1983 - 1985
Education
The College of William and Mary - The Mason School of Business 1981 — 1983
MBA, Finance
Hampden-Sydney College 1977 — 1981
BS/BA, Mathematics and Economics
Collegiate 1965 — 1977
High School
Turlington Reeves & Orlando PLL July 2013 - Present
Sotam Inc January 2013 - July 2013
JCG ACCOUNTING FIRM September 2011 - January 2013
Mass Mutual Financial Group September 2010 - December 2010
Wachovia Bank August 2006 - May 2010
Neighborhood Tax Center January 2009 - April 2009
Skills
Auditing, Reconciliation, Tax, Data Entry, Accounting, Excel, Customer Service, QuickBooks, Account Reconciliation
Education
Houston Baptist University 2008 — 2010
Bachelor of Business Administration (BBA), Accounting and Business
Julian Appraisal Group November 2009 - Present
The Appraiser's Coach November 2007 - Present
First National Bank June 2012 - August 2013
Appraisal Institute 2007 - 2013
Wells Fargo 2011 - 2012
Wachovia June 2007 - August 2009
Wachovia, A Wells Fargo Company 2007 - 2009
Wachovia Bank 2007 - 2009
Champions School of Real Estate 2004 - 2007
RBC Mortgage 1995 - 2004
Skills
Appraisals, FHA, Real Estate, REO, Valuation, Risk Management, Disposition, Commercial Real Estate, Management, Loans, Property, Mortgage Lending, Residential Homes, Expert Witness, Real Estate Development, Short Sales, Relocation, Credit, Leadership, Underwriting, Due Diligence, Brokerage, Property Management, Asset Management, Apartments, Single Family Homes, Investment Properties, Investors, Credit Risk, Real Estate Transactions, Foreclosures, Real Estate Economics, Leases, Strategic Planning, Financial Risk, Condos, Real Property, Mortgage Banking, Investments, Sellers
Education
Appraisal Institute 1988 — 2013
SRA, Real Estate Appraisal
CBCS 2006 — 2007
DOCE, Education
Southwestern Baptist Theological Seminary 1998 — 2002
MDIV, Theology
University of Houston-Downtown 1994 — 1998
BSIS, PSY and Speech
Houston Community College 1983 — 1989
AAS, Real Estate
First Citizens Bank October 2010 - October 2013
Comerica Bank May 2007 - October 2010
Regions Mortgage May 2006 - November 2006
Wachovia Bank March 2005 - May 2006
Wachovia Bank September 2004 - October 2004
Bank of America December 1999 - September 2004
Bank of America January 1999 - January 2004
Skills
Banking, Credit, Sales, Customer Service, Microsoft Office, Finance, Customer Satisfaction, Business Planning, Marketing, Outside Sales, Funding, 10 Key, Books, Financial Analysis, Mortgage Lending, Risk Management
Education
Houston Community College 1995 — 1996
Business
University of Houston 1993 — 1995
Business
Kingwood High School 1989 — 1993
general
Wake Forest University School of Medicine 2004 - Present
Wake Forest University School of Medicine 2001 - 2003
Wake Forest University School of Medicine 1999 - 2001
Calvary Church, Greensboro 1996 - 1999
Wachovia Bank 1995 - 1996
Skills
Project Management, Research, PowerPoint, Customer Service, Event Planning, Microsoft Excel, Leadership, Data Analysis, Management, Microsoft Word, Change Management, Microsoft Office, Budgets
Education
Western Carolina University 2007 — 2008
MPM, Project Management
John Wesley College 1999 — 2002
BA, Management & Ethics
Guilford Technical Community College 1995 — 1999
AA, General Studies
ExploreLearning May 2011 - Present
Coca-Cola Refreshments January 2010 - April 2011
Media General March 2009 - December 2009
Circuit City April 2008 - March 2009
Wachovia Bank April 2006 - April 2008
Enterprise Rent-A-Car August 2003 - March 2006
Skills
Leadership, Sales, Sales Management, Salesforce.com, Account Management, Cold Calling, Customer Service, Digital Media, Lead Generation, Sales Process, Direct Sales
Education
Lynchburg College 2000 — 2003
Bachelor's, Marketing & Biology
Hampden-Sydney College
Biology, General
Wachovia Bank Project DirectorNorfolk State UniversityJanuary 2004 - February 2008
Education
Hampton University 2008 — 2010
M.B.A, Management
Wayne State University 1993 — 1998
B.S, Public Affairs
U.S Security Associates/Stein Mart June 2012 - Present
Andrews International May 2009 - June 2011
M.S.I Inventory Service June 2010 - August 2010
K.S.I Inc. May 2008 - September 2008
Wachovia Bank June 2008 - August 2008
Skills
Corporate Security, Security Management, Security Operations, Security Training, Physical Security, Surveillance, CCTV, Firearms, Access Control, Risk Assessment, Private Investigations, Executive Protection, Law Enforcement, Emergency Management, Customer Service, Protection, Investigation, Personal Protection, Personal Security, Training, Close Protection, Security Audits, Asset Protection, First Aid, Workplace Violence, Loss Prevention, Security Clearance, Patrol, Security Awareness, Counterterrorism, Fraud, Alarm Systems, Security, Internal Investigations
Education
Medtech College-Atlanta-Marietta Campus 2014 — 2015
Medical Assistant, Medical/Health Management and Clinical Assistant/Specialist
Gordon College (GA) 2008 — 2010
Pre-Medicine/Pre-Medical Studies
Frederick Douglass High School 2004 — 2008
College prep/Honors, College/University Preparatory and Advanced High School/Secondary Diploma Program
First NIagara Bank, N.A. December 2014 - Present
First Niagara Bank, N.A. September 2010 - December 2014
Merrill Lynch Trust Company May 2005 - July 2008
Merrill Lynch Trust Company September 2002 - May 2005
Merrill Lynch Trust Company July 2001 - September 2002
Merrill Lynch Trust Company April 2000 - July 2001
Wachovia Bank April 1986 - March 2000
Philanthropic Development Council, Inc. June 1983 - December 1985
Skills
Leadership, Wealth Management
Education
Holy Family University
B.A., Management and Marketing, Magna Cum Laude
Bank of America Merrill Lynch February 2015 - Present
Wells Fargo September 2013 - Present
PNC Bank March 2010 - Present
New Insights, Inc. August 2003 - April 2011
Wachovia Bank March 1998 - December 2001
Skills
Sales, Loans, Consumer Lending, Banking, Credit, Relationship Management, Wealth Management, Customer Service, Team Building, Strategic Planning, Cold Calling, Coaching, Recruiting, New Business Development, Public Speaking, Marketing, Training, Leadership Development, Direct Sales, Small Business Lending, Retail Banking, Commercial Lending, Fundraising, Financial Analysis, Leadership, Commercial Banking, Team Leadership, Marketing Strategy, CRM, Residential Mortgages, Credit Risk, Portfolio Management, Social Networking, Credit Analysis, Human Resources, Technical Recruiting, Account Management, Underwriting, Strategic Financial..., Sales Management, Mortgage Lending, Project Management, Process Improvement, Talent Acquisition, Microsoft Excel, Risk Management, SDLC, Business Analysis, Loan Origination, Commercial Mortgages
Education
Western Seminary 2001 — 2003
Master's Degree, Counseling Psychology
High Point University 1998 — 2001
Bachelor of Science, Psychology
Business Finance Group October 2010 - Present
Mainstreet Lender LLC 2007 - 2008
Business Loan Express 2005 - 2007
Provident Bank 2003 - 2005
Wachovia Bank 2001 - 2003
Bank of America 1991 - 2001
Skills
Commercial Lending, Credit Analysis, Loans, Credit, Banking, Commercial Banking, Small Business Lending, Small Business, Underwriting, Portfolio Management, Credit Risk, Business Development, Mortgage Lending, SBA, Finance, Real Estate, Lines Of Credit, Commercial Mortgages, Commercial Real Estate, Loan Origination, SBA 504
Education
University of Maryland University College 1994 — 1996
BS, Finance
Howard University 1983 — 1987
Communication and Media Studies
Wells Fargo Securities, LLC September 2013 - Present
Wells Fargo January 2012 - September 2013
Wells Fargo February 2010 - December 2011
Wells Fargo June 2009 - February 2010
Wachovia Bank April 2006 - June 2009
Skills
AML, Risk Assessment, Financial Risk, Risk Management, OFAC, Bank Secrecy Act, Banking, USA PATRIOT Act, Process Improvement, Portfolio Management, P&L Budget Management, Development Projects, Operational Risk, Finance, Regulations, P&L Financial Management, Auditing, Operational Risk..., Business Alliance..., P&L Analysis, P&L Forecasting, Loans, Internal Audit, Training, Credit, Due Diligence
Education
Hampton University 1993 — 1997
B.S., Business Mgmt
Corus360 May 2011 - June 2013
McCormick International USA, Inc. June 2010 - June 2011
Office Suites PLUS May 2009 - May 2010
WACHOVIA BANK September 2006 - May 2009
Lowe's April 2006 - September 2006
The Target Group February 2005 - August 2005
Skills
Microsoft Word, Microsoft Office, Customer Service, Administrative..., Marketing, Outlook, Data Entry, Management
Education
Gwinnett Technical College 2009 — 2011
Technical Communication
Analysis of the Wells Fargo / Wachovia 401K for ProActive Investors January 2003 - Present
Clausen Capital Management, Inc. 2002 - Present
Clausen Captial Management, Inc. 2001 - Present
Analysis of the Bank of America 401k for ProActive Investors 2006 - 2012
Wachovia Bank 1994 - 2002
Skills
Portfolio Management, Investments, Tactical Asset..., Trading Strategies, Asset Management, Asset Allocation, 401k, Wealth Management, Mutual Funds, Asset Managment
Education
Golden Gate University 1980 — 1981
Masters
Oregon State University 1971 — 1975
BS, Business Management
Fifth Third Bank February 2008 - Present
Wachovia Bank, a Wells Fargo Company September 2005 - November 2007
Wachovia Bank July 2004 - September 2005
SouthTrust Bank March 1992 - June 2004
Bank South June 1988 - March 1992
Skills
Loans, Commercial Banking, Small Business Lending, Commercial Lending, Treasury Management, Banking, Credit, Asset Based Lending, Portfolio Management, Financial Analysis, Credit Analysis
Education
Grove City College 1972 — 1976
A.B., Accounting
Regions bank September 2014 - Present
Fifth Third Bank July 2013 - September 2014
Fifth Third Bank August 2012 - July 2013
Fifth Third Bank November 2011 - August 2012
Fifth Third Bank April 2011 - November 2011
Wachovia bank January 2001 - May 2008
Sovereign bank January 1997 - January 2001
Skills
Leadership, Retail, Customer Satisfaction, Deposits, Relationship Management, Branch Banking, Notary Public, Loans, Cross Selling, Treasury Management, Branch Management, Consumer Lending, Banking, Retail Banking, Sales
Education
Harrisburg Area Community College 2005 — 2008
Associate's degree, Business Administration and Management, General
Chase February 2015 - Present
JPMorgan Chase & Co. July 2013 - February 2015
JPMorgan Chase & Co. May 2012 - July 2013
JPMorgan Chase & Co. June 2009 - July 2012
Washington Mutual Finance Co March 2007 - May 2009
America Online February 2004 - January 2006
Wachovia Bank January 2003 - March 2004
Wachovia Bank January 2001 - January 2003
United States Navy July 1979 - August 2000
Skills
Microsoft Office, Sales, Leadership, Requirements Analysis, Process Improvement, Visio, Research, Team Building, Quality Assurance, Microsoft Word, PowerPoint, Training, Teamwork, Team Leadership, Troubleshooting, Military Experience, Analysis, Management, Internal Audit, Typing, Verbal Communication, Quality Control, Fraud Detection, FHA, Veterans, Veterans Benefits, SDLC, Banking, Loans, Mortgage Lending, Call Centers
Education
Hampton University 1992 — 1996
Criminal Justice, Criminal Justice/Law Enforcement Administration
Ocular Systems a SightLife Company January 2009 - Present
Wachovia Bank February 1988 - October 2008
Skills
Change Management, Project Management, Strategic Planning, Process Improvement, Program Management, Vendor Management, Strategy, Risk Management, Team Building, Management, Biotechnology, Cross-functional Team..., Leadership, Medical Devices, Start-ups, Product Development, Business Planning, Business Process...
Education
Guilford College 1981 — 1985
B.S., Business Management
Salem College
Special Education
The George Washington University
Masters, Project Management
Visa March 2012 - Present
Bank of the Orient December 2008 - February 2012
Wachovia Bank December 2007 - October 2008
World Savings June 1988 - November 2007
Deloitte & Touche June 1982 - June 1988
Skills
Financial Analysis, Risk Management, Credit, Mergers, Financial Modeling, Due Diligence, Valuation, Accounting, Investments, Loans, Forecasting
Education
Golden Gate University 1984 — 1990
M.S., Taxation
University of California, Berkeley - Walter A. Haas School of Business 1978 — 1982
B.S., Business Administration
Wells Fargo Home Mortgage 2010 - Present
Robert Half Finance & Accounting 2009 - 2010
Wachovia bank 2000 - 2009
Skills
Mortgage Servicing, Data Entry, Customer Service, Collections, Clerical Skills, Microsoft Office
Education
Herzing University-Birmingham 1999 — 2000
Associate's degree, Business Administration and Management, General
Kailo Healthcare Technologies June 2014 - Present
Siemens Healthcare March 2013 - June 2014
Novant Health February 2011 - March 2013
Anthelio Healthcare Solutions February 2010 - February 2011
Novant Health January 2008 - February 2010
Wachovia Bank July 2000 - January 2008
Wake Forest Baptist Health March 1995 - July 2000
Skills
ITIL, Service Delivery, CISA, Compliance, Change Management, Incident Management, Vendor Management, IT Service Management, Strategic Planning, Management, Visio, Software Documentation, CRM, Requirements Analysis, Healthcare Information..., Security, Healthcare, Risk Management, Strategy, Project Management, Enterprise Software, Training, Testing, Information Technology, IT Operations, SDLC, Process Improvement, PMP, Leadership, EHR, IT Management, IT Strategy, Disaster Recovery, Team Management, Consulting, Program Management, EMR
Education
High Point University 1995 — 1999
BS, Computer Information Systems
Hoosac School July 2013 - Present
Williams College 1995 - 2013
Williams College 1992 - 1995
Xavier University 1989 - 1992
A Better Chance 1989 - 1989
Harvard University 1988 - 1989
Davidson College 1985 - 1988
Davidson College 1983 - 1985
Wachovia Bank 1979 - 1983
Skills
Fundraising
Education
Harvard University Graduate School of Education 1988 — 1989
Master’s Degree, Administration Planning and Social Policy
Williams College 1972 — 1976
Bachelor’s Degree, Art History
Bibliotheca Hertziana, Rome Italy
15th Century Art and Architecture
Seven Hills School ( Hillsdale)
Diploma
American Camp Association January 2015 - Present
Rawhide Ranch September 2010 - September 2013
YMCA Camp Manitou-Lin March 2009 - September 2009
Rawhide Ranch January 2002 - March 2009
Wachovia Bank 2005 - 2007
American Mortgage Network 2002 - 2007
Washington State University 1996 - 1998
Skills
Nonprofits, Fundraising, Volunteer Management, Public Speaking, Event Planning, Teaching, Cross Functional Team..., Leadership Development..., Staff Training, Program Management..., Curriculum Development, Organizational..., Servant Leadership, Event Management, Program Management, Leadership, Leadership Development, Customer Service
Education
Gonzaga University 2007 — 2009
Masters, Organizational Leadership
Washington State University 1996 — 2001
Bachelors, Social Sciences
ARTIST Music Center September 2015 - Present
J Macks LLC March 2011 - Present
ARTIST Music Center April 2014 - September 2015
ITT Technical Institute August 2013 - March 2014
TAS Academy August 2011 - July 2013
JSW Media Group April 2011 - December 2012
BLUMENTHAL PERFORMING ARTS CENTER April 2009 - August 2011
WACHOVIA BANK November 2003 - August 2011
NABFEME 2009 - December 2010
Flipped The Script Entertainment Group January 2008 - September 2009
Skills
Music, Entertainment, Recording, Social Media, Music Industry, Composition, A&R, Sound, Social Networking, Public Relations, Singing, Leadership, Advertising, Musical Theatre, Performing Arts, Acting, Event Management, Publicity, Training, Teaching, Creative Writing, Event Planning, Theatre, Time Management
Education
Goucher College 2015 — 2018
Master of Arts in Arts Administration
North Carolina A&T State University 2011 — 2013
Speeh Language and Pathology/ Vocal Performance, Voice and Speech
Johnson C. Smith University 1999 — 2003
Bachelor of Arts, Music Business
Carolinas Healthcare System March 2006 - Present
Carolinas Healthcare System March 1999 - March 2006
Wachovia Bank 1993 - 1999
Skills
Software Project..., Project Portfolio..., Capital Budgeting, Resource Management, Healthcare Information..., EMR, Healthcare, Cerner, Process Improvement, Hospitals, Ambulatory Care
Education
Guilford College 1989 — 1993
Bachelor of Business Administration (BBA), Management & Finance
Merrill Edge March 2015 - Present
Wells Fargo April 2014 - March 2015
PNC November 2008 - April 2014
Wachovia Bank June 2007 - November 2008
Skills
Mortgage Lending, Consumer Lending, Relationship Management, Retirement Planning, Strategic Financial..., Financial Services, Business Development, Credit Analysis, Management, Small Business Lending, Cold Calling, Commercial Lending, Real Estate, Investments, Loans
Education
Gwynedd Mercy University
Business Administration and Management
Bank of America 2010 - Present
CAPITAL ONE BANK 2008 - 2010
WACHOVIA BANK 2005 - 2008
BANK OF AMERICA 2002 - 2005
Americorps 1999 - 2002
Pepsi Corporation 1994 - 1999
Skills
Leadership, Strategy, Management, Customer Service, Banking, Credit, Program Management, Portfolio Management, Finance, Loans, Sales, Business Process..., Retail Banking, Financial Services, Relationship Management, Project Management, Customer Satisfaction, Process Improvement, Operations Management, Risk Management, Business Strategy, Sales Management, Business Analysis, Human Resources, Analysis, CRM, Vendor Management
Education
Henderson State University
BBA, Finance
Project Management Institute
Project Management Professional, Project Management
PNC Wealth Management April 2012 - Present
Financial Literacy Solutions, Inc. September 2011 - Present
Vanguard July 2010 - September 2011
Kelley School of Business August 2008 - September 2010
Bank of America August 2005 - July 2008
Wachovia Bank January 1997 - August 2005
Skills
Portfolio Management, Strategic Financial..., Cash Management, Wealth Management, Credit Analysis, Private Banking, Retirement Planning, Investment Management, Investments, Project Management, Financial Modeling, Management, Financial Analysis, Banking, Business Development, Finance
Education
Queens University of Charlotte 2011 — 2012
Certified Financial Planner (CFP)
Hong Kong University of Science and Technology - School of Business and Management 2010 — 2010
MBA, International Business
Indiana University - Kelley School of Business 2008 — 2010
MBA, Marketing
University of North Carolina at Charlotte 1994 — 1998
Bachelor of Science
Three Oak Consulting, LLC January 2013 - Present
Velocity Micro January 2005 - December 2012
Velocity Micro January 2003 - January 2005
Branch Marketing Group 2002 - 2003
Miravo Communications 2000 - 2002
Wachovia Bank 1994 - 1997
Skills
SAP Business One, Inventory Management, Manufacturing, Financial Analysis, Operations, Accounting, Strategic Planning, Supply Chain Management, Operations Management, Financial Reporting, Entrepreneurship, Retail
Education
The College of William and Mary - The Mason School of Business 1997 — 1999
MBA, Entrepreneurship and Marketing
Hampden-Sydney College 1990 — 1994
Bachelor of Arts (BA), Managerial Economics and English
Envoy Mortgage February 2015 - Present
HomeBridge Financial Services, Inc. March 2013 - June 2014
Bank Of America March 2008 - February 2013
Wachovia Bank March 2005 - February 2008
Skills
Loan Origination, Mortgage Lending, Residential Mortgages, Loans, Mortgage Brokers, Jumbo Mortgage, VA loans, Real Estate, Condos, Home Equity Loans, Single Family Homes, Refinance, Mortgage Banking, FHA financing, FHA, USDA, Investment Properties, VA Loans
Education
Golden Gate University
Master of Business Administration (MBA)
Unversity of Arizona
Bachelor of Science (BS)
Knox County Schools July 2014 - Present
H.L. Brooker & Sons, LLC January 2002 - Present
Mold Busters, LLC October 2005 - December 2014
Kids and pros August 2010 - August 2014
Whitfield County Schools August 2008 - July 2014
Regions Bank November 2001 - June 2003
Wachovia Bank March 2000 - November 2001
Skills
Teaching, Credit, Coaching, Insurance, Customer Service, Microsoft Word, Team Leadership, Sales, Strategic Planning, Public Speaking, Outlook, Marketing, Public Relations, Microsoft Office, Leadership, Team Building, Event Planning, Management, Microsoft Excel, Social Media, Budgets, Negotiation, PowerPoint, Account Management, Nonprofits, Fundraising, Research, Community Outreach, Inventory Management, Leadership Development, Recruiting, Sales Operations, New Business Development, System Administration, Marketing Strategy, Retail, Event Management, Social Networking, Sales Management, Organizational..., Time Management, Staff Development, Small Business, Customer Satisfaction, Teamwork, Training, Social Media Marketing, Human Resources, Business Development, Administration
Education
Grand Canyon University 2010 — 2012
Master's degree in Education, Educational/Instructional Technology
Sue Bennett College 1994 — 1995
B.A., Business Administration
Tennessee Wesleyan College 1991 — 1994
Human Resource Management
Northwest Whitfield High School 1986 — 1990
College/University Preparatory and Advanced High School/Secondary Diploma Program
Carolinas Healthcare System September 2010 - Present
MedCath Inc. October 2006 - September 2010
Wachovia, A Wells Fargo Company May 2003 - October 2006
Wachovia Bank May 2000 - May 2003
Charles Schwab October 1994 - August 1998
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Healthcare, Strategic Financial..., Healthcare Management, Forecasting, Corporate Development, Management, Finance, Leadership
Education
Wake Forest University School of Business 1998 — 2000
MBA, Finance
Guilford College 1989 — 1993
BS, Business Management
TIS Insurance Services, Inc. October 2006 - Present
Wachovia Bank May 2004 - September 2006
Skills
Surety Bonds, Contractors, Risk Management, Bonds, Financial Analysis, Surety, Construction, Contract Negotiation, Strategic Planning, Commercial Insurance, commercial surety, Underwriting, Finance, Financial Risk, Leadership
Education
University of Tennessee-Knoxville - College of Business Administration 1999 — 2003
Economics
WASTE MANAGEMENT OF NEW JERSEY 2013 - Present
WASTE MANAGEMENT OF PENNSYLVANIA 2008 - 2012
WACHOVIA BANK 2006 - 2008
FIRST UNION BANK 1997 - 2006
CORESTATES BANK 1994 - 1997
Skills
Brilliant Leader, Successful Client..., Articulate Engagement, Logic in Decision Making, Negotiating & Closing..., Strategic Sales &..., Fosters Teamwork, Recognizes..., Increased Sales Revenues, SALESFORCE, Customer Satisfaction, MICROSOFT OFFICE SUITE, Platinum leader and..., Selected for toughest..., Leadership, Team Building, Contract Negotiation, Sales Management, Management, Sales, Training, Customer Service, Operations Management, Purchasing, Recycling, Selling, Project Management, Team Leadership, Time Management, Analysis, Environmental Services, Marketing Strategy, Strategic Planning, PowerPoint, Business, New Business Development, Inventory Management, Marketing, Facilities Management, Microsoft Word, Budgets, Negotiation, Process Improvement, Outlook, Solution Selling, Consultative Selling, Bilingual, Coaching, Employee Relations
Education
HOLY FAMILY UNIVERSITY PHILADELPHIA, PA 1993 — 1999
B.A., MANAGEMENT MARKETING
Trust Company of the West November 2013 - Present
Stadion Money Management August 2009 - November 2013
Transamerica Mutual Funds October 2008 - June 2009
U.S. Trust, Bank of America Private Wealth Management July 2006 - October 2008
Wachovia Bank September 2005 - July 2006
Putnam Investments August 1997 - September 2005
United States Marine Corps November 1992 - August 1997
Skills
Wealth Management, Mutual Funds, Portfolio Management, Series 7, Financial Advisory, Banking, High Net Worth..., Marketing, Alternative Investments, Asset Allocation, Series 63, Asset Management, Investment Strategies, Investments, Retirement Planning, Investment Advisory, Technical Analysis, Salesforce.com, Marketing Strategy
Education
Virginia Military Institute
BA
Hampden-Sydney College
US Bank 2006 - Present
Wachovia Bank 2002 - 2006
Arthur Andersen 1998 - 2002
Skills
Risk Mitigation, Compliance Management, Regulatory Risk, Operational Risk, Anti-fraud, Enterprise Risk...
Education
Grand Valley State University 1991 — 1995
Long & Foster Companies December 1992 - Present
Wachovia Bank May 1989 - May 1991
Skills
Real Estate, Real Estate Transactions, Residential Homes, Relocation, Sellers, First Time Home Buyers, Small Business, Marketing, Foreclosures, Listings, Property, New Home Sales, Move Up Buyers, Investment Properties, ABR, Single Family Homes, Referrals, Buyers, Condos, e-PRO, Buyer Representation, Investors, Real Property, Short Sales, Waterfront, Townhomes
Education
Hampden-Sydney College 1985 — 1989
BA
BB&T Capital Markets July 2002 - Present
Wachovia Securities Financial Network November 1996 - March 2002
Wachovia Bank September 1993 - November 1996
Education
Guilford College 1979 — 1983
Bachelor of Science (B.S.), Business Administration
University of Virginia Darden School of Business 1989 — 1989
3 week program for young managers
First Wesleyan Church High Point September 2014 - Present
Greener Pastures for Seniors + Novant Health + Hanes-Lineberry Funeral Services September 2013 - November 2014
Wake Forest Baptist Health August 2011 - August 2013
Gate City Baptist Church January 2003 - September 2010
Crescent Ford / BB and T / Wachovia September 1983 - August 2000
Wachovia Bank 1983 - 1986
Skills
Pastoral Care, Grief & Bereavement Care, Hospitality, Church Administration, automotive sales..., autmobile finance &..., senior adult ministry, Chaplaincy, Negotiation, Discipleship, Grief, Training, Automotive, Pastoral Counseling, Grief Counseling, Theology, Religion, Liturgy, Leadership Development, Preaching, Youth Ministry, Spiritual Direction, Church Events, Community Outreach, Biblical Studies, Volunteer Management
Education
Houston Graduate School of Theology 2000 — 2002
M.A., Pastoral Ministry
High Point University 1979 — 1983
B.A., Human Relations
BB&T July 2015 - Present
DS Solutions, LLC September 2011 - Present
Wells Fargo August 2010 - Present
CertusBank April 2012 - July 2015
Wells Fargo September 2008 - February 2010
Wachovia June 2002 - September 2008
Wachovia Bank August 1999 - July 2002
Wachovia 1995 - 1995
Skills
Risk Management, Banking, Mergers, Project Management, Business Process, Financial Risk, Management, Change Management, Compliance, Mergers & Acquisitions, Training, Loans, Credit, Operational Risk, Operational Risk..., Commercial Banking, Integration, Financial Services, Finance, Business Process..., Enterprise Risk..., Financial Analysis, Leadership, Retail Banking, Corporate Governance, Mortgage Lending, Relationship Management, Internal Controls, Strategic Planning, Vendor Management, SDLC, Business Analysis, Credit Risk, Treasury Management, Credit Cards, Portfolio Management
Education
University of Phoenix 2007 — 2011
Doctor of Management, Organizational Leadership
University of Phoenix 2002 — 2005
MBA, Accounting
High Point University 1988 — 1997
BS, Accounting
Expense Reduction Analysts November 2007 - Present
Wachovia Bank June 1985 - June 2007
Bank One 1988 - 1998
Skills
Marketing Strategy, Mergers, Profit Maximization, Managerial Finance, Strategic Financial..., Acquisition Integration, Process Improvement, Corporate Finance, Change Management, Cash Flow, Cost Management, Executive Management, Budgets, Business Analysis, Accounting, Due Diligence, Finance, Financial Reporting, Business, Management Consulting, Financial Analysis, Retail, Capital Structure, IPO, Capital Markets, Credit, Financial Services
Education
Texas Christian University 1984 — 1986
MBA, Finance & Marketing
Haslam College of Business at the University of Tennessee 1979 — 1984
BSBA, Accounting
Medalist Capital 2004 - Present
Capital Advisors 1996 - 2004
Woodberry Forest School 1994 - 1996
Wachovia Bank 1992 - 1994
Education
Hampden-Sydney College 1988 — 1992
Bachelor’s Degree, Economics
Woodberry Forest School
International SOS March 2007 - Present
GMAC Mortgage June 2005 - October 2006
GMAC Mortgage 2005 - 2006
Wachovia Bank August 1987 - June 2005
Wachovia/Meridian Bank August 1987 - June 2005
Wachovia 1987 - 2005
Girard/Mellon Bank June 1983 - August 1987
Skills
Performance Management, Employee Relations, Talent Management, Process Improvement, Organizational..., Employee Engagement, Vendor Management, Project Management, Training Delivery, Strategic Planning, Staff Development, Personnel Management, Management, Program Management, Team Leadership
Education
Holy Family University 2003 — 2006
Bachelors of Science, Human Resource Management
Wachovia Bank August 2006 - Present
Advance Auto Parts June 2004 - June 2005
Skills
SDLC
Education
Hampden-Sydney College 1993 — 1997
BA, English, Philosophy
Wells Fargo Bank February 2010 - Present
Wachovia Bank October 2005 - February 2010
MBNA 1996 - 2005
Education
High Point University 1991 — 1996
Robinson
Bank of America 2008 - Present
United Bank of Philadelphia 2006 - 2008
Wachovia Bank 2005 - 2006
Skills
Business Development, Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Risk, Finance, Financial Analysis, Financial Modeling, Leadership, Investments, Loans, Management, Portfolio Management, Strategic Planning, Small Business Lending, Risk Management, Relationship Management, Underwriting, Loan Origination
Education
Temple University - Fox School of Business and Management
Executive MBA
Hampton University 1991 — 1995
Bachelor of Science (BS), Finance
Essex Catholic
Wells Fargo August 2013 - Present
American Diabetes Association October 2005 - Present
SCOR October 2012 - August 2013
SCOR Global Life July 2006 - October 2012
Synergy Legal Consulting April 2006 - July 2006
Legal Aid of North Carolina September 2003 - December 2003
Discovery Place Museum August 1999 - July 2001
Wachovia Bank June 1997 - August 1999
Skills
Risk Management, Insurance, Contract Negotiation, Litigation, Reinsurance, Management, Contract Management, Process Improvement, Supervising, Negotiation, Budgets, Cross-functional Team..., Negotiating Contracts, Supervising Staff, Microsoft Office, Legal Writing
Education
Golden Gate University, School of Law 2002 — 2005
Juris Doctorate
University of North Carolina at Charlotte 1992 — 1997
Bachelor of Arts, Education, History and Political Science; Public Policy
Wachovia Bank 2005 - Present
Education
Grove City College 1982 — 1986
Wachovia Bank 2012 - Present
Wells Fargo 2010 - 2012
Wells Fargo 2007 - 2010
Wachovia Corporation 2003 - 2006
Wells Fargo 2000 - 2002
R.J. Reynolds Tobacco company 1998 - 2000
United Engineers and Constructors 1987 - 1998
Skills
SDLC, Enterprise Architecture, Business Analysis, Visio, Vendor Management, Integration, EAI, Requirements Analysis, Disaster Recovery, IT Strategy, ITIL, Enterprise Software, PMP, Management, IT Management, Leadership
Education
High Point University
Bachelor's Degree, Computer Information Systems, Magna cum Laude
Homeowners Mortgage, A subsidiary of CoastalStates Bank April 2014 - Present
LLTMC, LLC • YOUR PIE March 2012 - April 2014
Florida Capital Bank August 2008 - March 2014
AmTrust Bank December 2007 - July 2008
American Home Mortgage July 2006 - November 2007
HomeSide Lending April 1988 - June 2006
Lincoln Service Coporation March 1984 - March 1988
Wachovia Bank June 1982 - February 1984
Skills
Loan Origination, FHA, Banking, Residential Mortgages, VA loans, Real Estate, Sales Management, Financial Services, Strategic Planning, Process Improvement, Team Building, Capital Markets, New Business Development, Cross Selling, Relationship Management, Business Development, Sales, Coaching, Vendor Management, Operations Management, Executive Management, FHA financing, Refinance, USDA, Credit, Key Account Management, Territory..., Building New Business, Customer-focused Sales, Strategic Selling, Situational Sales..., Targeted Account Selling, Risk Management, Mortgage Lending, Mortgage Banking, Underwriting, Mortgage Underwriting, Loss Mitigation, Management, Commercial Mortgages, Construction Loans, Leadership, Credit Analysis, Finance, Mortgage Servicing, Consumer Lending, Credit Risk, Financial Risk, Commercial Lending, Reverse Mortgages
Education
Hampden-Sydney College 1978 — 1982
BA/BS, Business & Psychology
Douglas Freeman High School 1974 — 1978
High School Diploma
JareMarc Advisors, L.L.C. July 2011 - Present
Fifth Third Bank August 2008 - July 2011
Merrill Lynch November 2005 - August 2008
Wachovia Bank August 1998 - November 2005
KeyBank June 1987 - August 1998
Skills
Series 7, Wealth Management, Series 65, Retirement Planning, Estate Planning, Strategic Financial..., Asset Allocation, Retirement, Investments, Portfolio Management, Financial Advisory, Fixed Annuities, Mortgage Lending, Mutual Funds, Investment Management, Wealth, Financial Risk, Investment Advisory, Finance, High Net Worth..., Small Business, Risk Management, Certified Financial..., Leadership, Private Banking, Loans, Financial Services, Financial Analysis, Investment Strategies, Securities, 401k, Alternative Investments, Asset Management, Uniform Combined State..., Relationship Management, Commercial Lending, FINRA, Credit, Banking, Small Business Lending, Equities, Financial Planning
Education
Heidelberg College 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
BB&T June 2012 - Present
Kilpatrick Townsend & Stockton LLP September 1991 - June 2012
Wachovia Bank July 1985 - August 1987
Skills
Corporate Law, Commercial Litigation, Trade Secrets, Litigation, Dispute, Corporate Governance, Product Liability
Education
Wake Forest University School of Law 1988 — 1991
JD, Law
Wake Forest University School of Business 1987 — 1991
MBA, Business
Hampden-Sydney College 1981 — 1985
Bachelor of Arts (B.A.), Economics
Wachovia Bank February 1994 - Present
Education
High Point University 1998 — 2001
Blue Shield of California 2011 - Present
Barclays Capital 2006 - 2010
Wachovia Bank 1997 - 2006
The Money Store 1995 - 1997
Innova Solutions, Bank of America 1993 - 1994
IPC Service Corporation 1991 - 1993
Platte Valley Bank 1988 - 1991
Skills
Visio, Vendor Management, SDLC, Disaster Recovery, IT Management, Enterprise Architecture, Unix, Business Analysis, IT Strategy, ITIL, Software Documentation, Requirements Analysis, SharePoint, Integration, SQL, Microsoft SQL Server, Process Improvement, IT Service Management, Software Project..., System Administration
Education
Golden Gate University
Bachelor of Science (B.S.), Computer Information Systems, Cum Laude
Wachovia Bank 2007 - Present
Wachovia April 2003 - Present
World Savings 2004 - 2007
Harlandale ISD March 1998 - April 2003
Solo Server 1994 - 1998
Education
Houston Baptist University 2002 — 2004
Master
University of Houston-Downtown 1989 — 1994
BA
University of Houston
Webfortis, LLC June 2013 - Present
CH2M HILL October 2012 - June 2013
State of California February 2011 - November 2012
HP November 2007 - February 2011
Enterprise Solutions, Inc 2007 - 2011
Wachovia Bank August 2006 - November 2007
IBM Global Services November 2004 - January 2006
Micrsoft Corp 2006 - 2006
TCS February 2003 - January 2004
Rave Technologies 2002 - 2003
Skills
Microsoft SQL Server, Web Services, .NET, WCF, ASP.NET, SharePoint, SSRS, AJAX, C#, LINQ, WF, Sharepoint 2007/2010, XML, WSE, Oracle, SDLC, ADO.NET, SQL, ASP.NET MVC, Agile Methodologies, Microsoft Dynamics, SQL Server..., SQL Server Reporting..., Web Serices, Microsoft CRM, CRM, UML, ASP
Education
Hemchandracharya North Gujarat University 1998 — 2002
Bachelor of Engineering (BE), Information Technology
Wachovia Bank Field CoordinatorWachovia2000 - Present
Education
Wake Forest University School of Business 2005 — 2007
MBA
Haslam College of Business at the University of Tennessee 1995 — 1999
B.S., Marketing
University of Tennessee-Knoxville 1995 — 1999
B.A., Spanish
Target September 2014 - Present
The Bryn Mawr Trust Company August 2014 - Present
PNC Bank November 2011 - July 2014
Wells Fargo 2009 - 2011
Wachovia Bank 2001 - 2009
Chester County Library June 2006 - June 2007
First Union National Bank 1998 - 2001
CoreStates Bank, NA 1984 - 1998
Skills
Banking, Commercial Banking, Commercial Lending, Financial Services, Small Business Lending, Customer Service, Loans, Financial Analysis, Mutual Funds, Strategic Planning, Sales, Credit Analysis
Education
Holy Family University 1998 — 2002
B.A., History
Huntington National Bank April 2015 - Present
JPMorgan Chase September 2011 - Present
Fannie Mae March 2010 - September 2011
Joy Outdoor Education Center October 2008 - March 2010
Wachovia Bank August 1992 - October 2007
World Savings 1992 - 2007
Wachovia 1991 - 2007
Skills
Mortgage Lending, Loan Origination, Business Analysis, Employee Training, Management, Nonprofits, Leadership, Sales, Banking, Loans, Investments, Credit, Customer Service, Process Improvement, Leadership Development, Mortgage Banking, Strategic Planning
Education
Hobart and William Smith Colleges 1977 — 1981
Time Warner Cable May 2015 - Present
Bank of America April 2014 - April 2015
Mecklenburg County November 2013 - April 2014
Merck October 2011 - July 2012
Wachovia Bank March 2001 - December 2009
PSCH Inc 1989 - 1996
Merrill Lynch 1977 - 1980
Skills
Financial Analysis, Financial Reporting, Forecasting, Finance, Process Improvement, Customer Service, Leadership, Financial Modeling, Business Analysis, Essbase, Accounting
Education
Hofstra University 1973 — 1977
BBA, Accounting, Finance
Deer Park High 1968 — 1972
Hofstra University
Union First Market Bank May 2014 - Present
Southern Bank & Trust 2012 - May 2014
TowneBank August 2010 - August 2011
Monarch Bank November 2006 - August 2010
Wachovia Bank January 2001 - November 2006
Skills
Loans, Banking, Consumer Lending, Small Business Lending, Mortgage Lending, Commercial Banking, Credit, Loan Origination, Credit Analysis, SBA, Financial Analysis, Retail Banking, Investment Properties, Investments, Small Business, Commercial Lending, Management
Education
University of Virginia 2008 — 2011
School of Bank Management, Banking, Corporate, Finance, and Securities Law
Houghton College 1994 — 1998
Batchelor of Arts, Writing & Literature
Freddie Mac May 1998 - Present
American Management Systems 1997 - 2001
Wachovia Bank 1990 - 1997
Skills
Mortgage Banking, Risk Management, Process Improvement, Executive Management, Business Analysis, Project Management, Change Management, Program Management, Consulting, Cross-functional Team..., Product Management, Mortgage Lending, Strategic Planning, Training, Team Building, Leadership, PMP
Education
High Point University 1985 — 1989
Bachelor of Science (BS), Business Administration/Finance
Polypore January 2011 - Present
Personal Communication Systems, Inc March 2010 - June 2010
SilkRoad technology November 2007 - August 2009
Wachovia Bank March 2005 - October 2007
EDS January 1996 - March 2005
Electronic Equipment Analyzers March 1993 - January 1996
United States Air Force March 1989 - June 1992
Skills
Workforce Management, Troubleshooting, Software Documentation, Technical Support, Performance Management, Software Project..., Management, Leadership, Operations Management
Education
High Point University 1999 — 2001
BS, Computer Information Systems
North Carolina State University 1985 — 1989
Computer Science, History
SCF Funding January 2000 - Present
Small Business Loans Depot.com 2000 - 2013
Wachovia Bank June 1989 - March 2000
Skills
Finance, Loans, Credit, Entrepreneurship, Small Business
Education
Haslam College of Business at the University of Tennessee 1982 — 1987
Wells Fargo Bank January 2008 - Present
Wachovia Bank 2007 - Present
7-Eleven Inc. October 1983 - December 2007
Skills
Facilities Management, Property Management, Leases, Retail, Construction Management, Property, Portfolio Management, Real Estate, Management
Education
Golden Gate University
MBA, Business
University of Arizona
BSBA
World Savings/Wachovia Bank February 1993 - February 2008
Wachovia Bank 2006 - 2008
Wachovia Bank/World Savings, FSB 1993 - 2008
Wachovia 1993 - 2008
Wachovia/World 1993 - 2008
World Savings/Wachovia Bank 1993 - 2008
Wells Fargo 1993 - 2008
World Savings 2003 - 2005
World Savings Bank 2000 - 2002
World Savings 1993 - 1999
Skills
Consensus Building, Leadership, Risk Management, Management, Analysis, Banking, Budgets, Process Improvement
Education
Golden Gate University
Bachelor of Arts, Business Administration
Wells Fargo March 2013 - Present
Wells Fargo Bank October 1998 - March 2013
Wachovia, A Wells Fargo Company June 2003 - July 2010
Wachovia Bank August 2000 - June 2003
Wachovia Bank June 1997 - August 2000
Skills
JCL, Visual Basic, Access, Visual Studio, HTML, COBOL, Unix, Visio, SQL Server, DB2, Windows, SQL, VB.NET, Application Development, Java, Problem Solving, Database Design, ASP.NET, C#, XML, .NET, Databases, Analysis, IIS, JavaScript, Excel, VBScript, SDLC, Microsoft SQL Server, Data Warehousing, Mainframe, Requirements Gathering, SharePoint, Websphere, ASP, WebSphere
Education
High Point University 1994 — 1997
BS CIS, Computer Information Systems, Computer Science, Business Administration, Mathematics
North Carolina State University 1986 — 1991
Computer Science, Business
USAA October 2012 - Present
USAA October 2009 - October 2012
USAA January 2009 - October 2009
Wachovia October 2008 - December 2008
Wachovia Bank May 2007 - September 2008
Skills
Customer Analysis, SAS, Analytics, Segmentation, SAS programming, Database Marketing, Data Analysis, Banking, Quantitative Analytics, Financial Services, Business Analysis, Analysis, Market Analysis, Business Intelligence
Education
North Carolina State University 2005 — 2006
Masters, Economics
Guilford College 2001 — 2005
Bachelors, Economics
Wachovia Bank Unix AdministratorPRNewswire a United Business Media Co.2009 - 2010
Mlogic Technologies Pvt Ltd 2008 - 2009
JPMorgan Chase 2005 - 2007
Open Systems Technologies 2005 - 2006
Bharat Vijay Mills Ltd, Kalol, (NG), INDIA 1984 - 1985
Skills
Virtualization, Enterprise Architecture, Unix, Disaster Recovery, VMware, Solaris, Servers, Red Hat Linux, Data Center
Education
Gujarat University 1980 — 1987
Bank of America January 2011 - Present
GMAC 2009 - November 2011
Wachovia July 2004 - May 2009
Wachovia Bank July 2004 - September 2008
National City 1999 - 2004
KeyCorp 1989 - 1999
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1996
Hiram College 1985 — 1989
B.A., Economics
Confidential January 2012 - Present
TIMCO Aviation Services August 2009 - June 2010
B/E Aerospace October 2005 - March 2009
Wachovia Bank July 1997 - June 2004
Landmark Aviation June 1993 - July 1997
Skills
Troubleshooting, Security, Technical Support, Active Directory, Network Security, Process Improvement, System Administration, Computer Hardware, Help Desk Support, Training, Hardware, Citrix, RSA Security, IT Management, Windows 7, Continuous Improvement, Six Sigma, Access, Windows 7 Professional..., Crisis Communications, Privacy Protection, Trade Compliance, MobileIron
Education
High Point University 1997 — 2000
Bachelor of Science, Computer Information Systems - Analyst Track
New Horizons - IT Learning Center 2007 — 2007
Certificate, 2274 - Managing a Microsoft Server 2003 Environment
Forsyth Technical Community College 2003 — 2003
Certificate, Cisco - Routing / Switching
Wells Fargo January 2009 - Present
Wachovia Bank May 2004 - January 2009
Nomura Securities September 1998 - May 2004
Fidelity Investments February 1995 - September 1998
Education
Hofstra University 1992 — 1994
BBA, Banking and Finance
SunTrust Bank December 2012 - Present
Florida Community Bank June 2011 - December 2012
RBC Bank November 2009 - June 2011
RBC Bank December 2008 - November 2009
Wachovia Bank December 1991 - December 2008
Skills
Commercial Lending, Banking, CRM, Cash Management, Commercial Banking, Consumer Lending, Credit, Financial Analysis, Financial Risk, Financial Structuring, Leadership, Lines Of Credit, Loan Origination, Loans, Management, Mergers, Portfolio Management, Private Banking, Risk Management, Sales, Small Business Lending, Underwriting
Education
Hofstra University 1978 — 1982
BBA, Marketing
Grey Bull, Inc January 2010 - Present
Intracoastal Development Group January 2003 - January 2010
JDA Software January 1999 - January 2003
First Citizens Bank June 1993 - June 1994
Wachovia Bank June 1987 - June 1993
Skills
Start-ups, Business Strategy, Strategic Planning, Business Development, Contract Negotiation, Sales Management, Enterprise Software, Leadership
Education
Hampden-Sydney College 1983 — 1987
BA, Economics
Virginia Episcopal School 1979 — 1983
City of San Antonio July 2013 - Present
City of San Antonio September 2009 - Present
Wachovia Bank March 2005 - November 2008
Billing Concepts 2000 - 2005
Skills
SDLC, Visio, Business Analysis, SharePoint, Requirements Analysis, Systems Analysis, User Acceptance Testing, Business Process, Business Objects, Requirements Gathering, Business Requirements, SQL, MS Project, Testing, PMP, ERP, Business Process Mapping, Analysis, Process Improvement, Software Documentation, Business Process..., Management, Project Planning, Microsoft Project, Project Management, Leadership, IT Management, Software Project..., IT Strategy, Integration, Business Intelligence
Education
Grantham University 2012 — 2014
Master of Science in Information Management, Project Management, 4.00
University of the Incarnate Word 2003 — 2006
BA w/Info Systems, Information Systems
Wilmington Trust Vice PresidentSEI InvestmentsJanuary 2005 - July 2008
SEI 2005 - 2008
iGATE Global Solutions April 2001 - October 2004
Wachovia Bank 1970 - 2000
Wachovia 1970 - 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1980
Executive Management Program, Business
Guilford College 1966 — 1970
Bachelor of Arts, Economics & Social Studies
Automotive Theater September 2009 - Present
Duke Photo Boutique September 2009 - Present
Wachovia Bank January 2009 - November 2009
21st Mortgage January 2008 - August 2008
Home Federal Bank of Tennessee May 2007 - December 2007
Chattanooga Golf and Country Club May 2006 - August 2006
Mtn View Ford May 2004 - August 2005
Education
Haslam College of Business at the University of Tennessee 2003 — 2007
Bachelor of Science in Business Administraion, Marketing
Wells Fargo July 2009 - Present
Wachovia Bank January 2004 - June 2009
Wells Fargo July 2002 - December 2003
Skills
Retail Banking, Cross Selling, Vendor Management, Small Business Lending, Financial Analysis, Loan Origination, Call Centers, Business Analysis, Finance, Management, Financial Risk, Credit Analysis, Credit, Strategy, Leadership, Payments
Education
Wake Forest University - Babcock Graduate School of Management 2001 — 2003
Master of Business Administration (MBA)
High Point University 1994 — 1998
Bachelors, Business
Wells Fargo 2009 - Present
Wachovia January 2005 - Present
Wachovia Bank January 2005 - January 2009
Bank of America September 1986 - January 2005
Skills
Commercial Banking, Risk Management, Basel II, Wealth Management, Portfolio Management, Credit Risk, Credit Analysis, Capital, Operational Risk, Internal Audit, Auditing, Cash Management, Analytics, Mortgage Lending, Operational Risk..., Enterprise Risk..., Mergers & Acquisitions
Education
Tulane University - A.B. Freeman School of Business 1984 — 1986
Master of Business Administration (MBA), MBA
Hollins University 1980 — 1984
Bachelor of Science (BS), Economics
Wachovia Bank AdministrativeM&T Bank1995 - 1998
Education
Goldey-Beacom College 1973 — 1975
AFLAC Deposits Development OfficerSecurity Bank2007 - 2008
Wachovia Bank December 2005 - October 2006
Education
Gwinnett Technical College 1985 — 1986
Masters, Cosmetology
Hawthorne Christian 1983 — 1985
High School, General
Wells Fargo Bank August 2010 - Present
Wachovia Bank May 2006 - 2010
The Bank of New York December 1997 - May 2006
Fleet Bank May 1996 - December 1997
National Westminster Bank May 1987 - May 1996
Skills
Construction Loans, Capital Markets, Commercial Mortgages, Underwriting, New Business Development, Treasury Management, Portfolio Management, Commercial Banking, Commercial Lending, Loan Origination, Credit, Loans, Banking, Finance, Asset Management, Mortgage Lending, Credit Analysis, Management, Real Estate, Financial Modeling, Financial Analysis
Education
Hofstra University 1991 — 1995
MBA, Finance
Hofstra University 1984 — 1988
BBA, Business Management
Northwest Savings Bank April 2013 - Present
Wells Fargo Bank August 2010 - April 2013
Sovereign Bank August 2008 - August 2010
PNC BANK December 2007 - February 2008
WACHOVIA BANK April 2004 - November 2007
WACHOVIA BANK April 2004 - November 2007
Fulton Bank November 1998 - July 2002
Fulton Bank January 1997 - October 1998
Harris Savings 1990 - 1998
Skills
Sales, Sales Management, People Management, Sales Coach, Leadership, Banking, Management, Loans, Consumer Lending, Strategy, Training, Cross Selling, Coaching, Finance, Business Development, Marketing, Insurance, Analysis, Mergers & Acquisitions, Direct Sales, New Business Development, Small Business, Retail, Commercial Banking, Credit, Financial Services, Commercial Lending, Small Business Lending, Leadership Development, Mortgage Lending, Credit Analysis, Lines Of Credit, Relationship Management, Branch Management, Loan Origination, Retail Banking, Mortgage Banking, Risk Management
Education
HACC, Central Pennsylvania's Community College
AA, Business Administration
Shippensburg University
BS, Business Administration, Marketing
Fly-By-Knight September 2012 - Present
The Pictsweet Company May 2010 - September 2012
Wachovia Bank 2005 - 2009
Wachovia, A Wells Fargo Company 2002 - 2005
Wachovia, A Wells Fargo Company 2000 - 2002
Cottonair 1994 - 2000
Fieldcrest-Cannon 1991 - 1994
Amoskeag Management Company 1980 - 1991
Southeast Air 1978 - 1980
USAF 1971 - 1978
Skills
Aviation
Education
Gordon College 1967 — 1971
BA, Biblical and Theological Studies
The Bartech Group 2011 - 2012
MetLife 2008 - 2010
Wachovia Bank 2003 - 2008
Skills
Vendor Management, Strategic Sourcing, Procurement, Sourcing, Process Improvement, Contract Negotiation, Cross-functional Team..., Project Management, Business Process..., RFP, Ariba, Outsourcing, SAP, Forecasting, Leadership, Management, Analysis
Education
Howard University 2004 — 2007
MBA, Supply Chain Management, Marketing
University of Houston 1999 — 2002
BS, Consumer Science & Merchandising
North Carolina Office of Commissioner of Banks April 2012 - Present
RBC Bank February 2011 - April 2012
Branch Banking and Trust September 2005 - February 2011
Waccamaw Financial Services April 2002 - October 2004
Jones Coggins & Jones April 2001 - April 2002
Wachovia Bank July 1997 - April 2001
Skills
Credit Analysis, Loans, Banking, Credit, Commercial Lending, Commercial Banking, Financial Analysis, Portfolio Management, Underwriting, Risk Management, Small Business Lending, Excel, Customer Service, Sales Management, New Business Development, PowerPoint, Microsoft Office, Coaching, Commercial Credit, Credit Risk, Word, Risk, Commercial Mortgages, Account Management, Small Business, Team Leadership, Cash Flow, Team Building, iPhone, Relationship Management, Loan Origination, Financial Services, Business Analysis, Cross Selling, Forensic Accounting, Credit Management, Financial Regulation, Commercial Real Estate, Financial Institutions, Auditing, Lines Of Credit, Finance, Construction Loans, Real Estate Financing, Consumer Lending, Retail Banking, Financial Risk
Education
North Carolina School of Banking 2013 — 2016
Banking
University of North Carolina at Wilmington - Cameron School of Business
MBA, Business
Hampden-Sydney College
BA, Psychology
The Asheville School 1987 — 1990
High School Diploma
Cape Fear Academy
MarketSource December 2011 - May 2014
Jani King Franchise September 2009 - December 2011
Wachovia Bank September 2005 - April 2010
PNC August 2003 - June 2005
Skills
Customer Service, Mortgage Lending, Recruiting, Leadership, Marketing Strategy, Sales, Training, Life Insurance, Marketing, Loans, Account Management, Budgets, Business Development, Leadership Development, Business Strategy, Business Planning, Financial Analysis, Banking, Contract Negotiation, Team Building, Advertising, New Business Development, Management, Finance, Forecasting, Credit, Coaching, Relationship Management, Commercial Lending
Education
Hiram College 1997 — 2001
Bachelor of Arts, Business Administration and Management, General Minor Communications & Marketing
Wachovia Bank
Skills
Banking, Customer Service, Management, Sales, Financial Analysis, Risk Management, Leadership, Retail Banking, Credit Analysis, Portfolio Management
Education
Hampton University 1998 — 2002
Bachelor of Arts (B.A.), Political Science
Univest August 2013 - Present
Univest February 2006 - August 2013
Wachovia Bank 2002 - 2006
Education
Pennsylvania Bankers Association - Advanced School of Banking 2009 — 2012
Diploma, Banking, Corporate, Finance, and Securities Law
Gwynedd Mercy University
Liberal Arts and Sciences, General Studies and Humanities
Experian July 2008 - Present
Experian July 2008 - Present
Experian March 2007 - June 2008
BB&T March 2005 - June 2006
Wachovia Bank July 2003 - June 2005
Skills
Management, Customer Service, Sales, Microsoft Office, Leadership, Marketing, Project Management, Strategic Planning, New Business Development, Account Management
Education
Hampton University 2004 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Hampton 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Cherry Energy December 1995 - Present
First Citizens Bank December 1992 - December 1995
Wachovia Bank August 1986 - November 1992
Skills
Strategic Planning, Budgets, Team Building, Account Management, Operations Management, Mergers, Customer Service, Business Development, Process Improvement, Financial Analysis, Sales Management, Forecasting, Contract Negotiation, Marketing Strategy, Program Management, Sales, Marketing, Public Speaking, Mergers & Acquisitions, New Business Development, Leadership, Management, Business Planning, Negotiation, Business Strategy, Pricing, Inventory Management, Team Leadership, Sales Operations
Education
Hampden-Sydney College 1982 — 1986
BA, Math/Econ
St. Chritopher's School 1970 — 1982
High School, High School/Secondary Diplomas and Certificates
Citizens Bank May 2008 - June 2015
Wachovia Bank January 1995 - May 2008
Skills
Commercial Banking, Commercial Lending, Banking, Credit Analysis, Credit, Loans, Small Business Lending, Credit Risk, Portfolio Management, Loan Origination, Mortgage Lending, Financial Risk, Risk Management, Underwriting, Financial Analysis, Finance
Education
Guilford College
Bachelor's degree, Economics
GS1 US August 2012 - Present
Audible, Inc. April 2011 - July 2012
Bank of America / Merrill Lynch March 2010 - April 2011
Viewpointe LLC. April 2008 - October 2009
Wachovia Bank April 2004 - March 2008
First Union National Bank July 2001 - February 2004
First Unioun Nationl bank June 1997 - July 2001
Skills
User Acceptance Testing, Regression Testing, Test Cases, Requirements Analysis, Quality Center, Testing, Quality Assurance, SharePoint, System Testing, SQL, Test Automation, Microsoft SQL Server, Test Planning, HP Quality Center, QTP, Software Quality..., Manual Testing, SDLC
Education
Computech Institute 1992 — 1993
Diploma in Computer Applications
Gujarat University
BS, Accounting
Sherpa Staffing contracting with Wells Fargo November 2011 - Present
Bank of America June 2010 - September 2011
Wachovia, A Wells Fargo Company 2009 - 2009
Wachovia Bank 2003 - 2009
Wachovia Bank (Pre-First Union Merger) February 1997 - March 2002
NatWest Bank June 1980 - February 1997
Education
Hofstra University 1984 — 1987
MBA, Management Information Systems
Hofstra University
BBA, Accounting
Suffolk County Community College
AAS, Accounting
Forest Commercial Bank July 2008 - Present
Wachovia Bank May 1985 - August 1998
Education
Haslam College of Business at the University of Tennessee 1983 — 1985
BS Business Administration, Finance, Accounting
BankNewport May 2015 - Present
Festival Ballet Providence September 2013 - May 2015
Stocks in the Future April 2012 - September 2013
Big Brothers Big Sisters and the Maryland Mentoring Partnership October 2011 - April 2012
University of Connecticut August 2009 - May 2011
Amistad Academy September 2008 - July 2009
Wachovia Bank October 2000 - July 2008
Prince William County Schools August 1998 - July 2000
Skills
Non-profits, Strategy, Nonprofits, Management, Marketing Communications, Sales, Marketing, Strategic Planning, Event Planning, Community Outreach
Education
The University of Connecticut 2009 — 2011
MBA, Marketing
University of Virginia 1997 — 1998
MT, Secondary Science Education
Hampden-Sydney College 1991 — 1995
BS, Biology
Western Albemarle High School
Ameris Bank June 2014 - November 2014
The Coastal Bank July 2009 - June 2014
Fifth Third Bank November 2005 - October 2007
Wachovia Bank October 2002 - November 2005
Wachovia, A Wells Fargo Company 1998 - 2005
Skills
Employee Engagement, Banking, Performance Management, Talent Management, Employee Relations, Recruiting, Leadership, Time Management, Risk Management, Personnel Management, Coaching, Change Management, Succession Planning, Team Building, Onboarding, Human Resources, HRIS, Management, Applicant Tracking..., Strategic Planning, Process Improvement, Organizational..., Call Centers, Benefits Administration, Talent Acquisition
Education
John Walker School of Business 1985 — 1987
MBA, MBA Studies
High Point University 1981 — 1983
BA, English/Communications
Wachovia, A Wells Fargo Company January 2009 - Present
Wachovia Bank October 2006 - December 2008
World Savings March 2001 - October 2006
World Savings March 2000 - March 2001
Ultramar Diamond Shamrock May 1999 - February 2000
City & County of Honolulu November 1998 - January 1999
City & County of Honolulu November 1991 - November 1998
State of Hawaii January 1988 - November 1991
Education
Hawaii Pacific University 1984 — 1987
BS, Computer Science
Kohala
The Goddard School November 2005 - Present
Barclays January 2012 - November 2012
Pencader Charter Business and Finance High School August 2010 - June 2011
Wachovia Bank June 2003 - May 2005
MBNA January 1991 - May 1998
Skills
Six Sigma trained -..., Project Management..., Staff Management..., Financial Management..., Account Management..., Successful Business..., Business Process, Microsoft Excel, SQL, VBA, Staff Management
Education
Wilmington University, Wilmington, DE 2007 — 2010
Master of Arts (M.A.), Secondary Education
Goldey Beacom College 1995 — 2001
BS, Business Management
Citibank, N.A. July 2006 - Present
Citibank, N.A. June 2006 - Present
Wachovia Bank October 2000 - June 2006
Ashley Stewart February 1998 - October 2000
Skills
Microsoft Excel, PowerPoint, Photoshop, Microsoft Office
Education
Hampton University 1989 — 1995
Bachelor's Degree, Speech Communications
Hampton University 1989 — 1995
Bachelor's degree, Speech Communications
Concentra April 2014 - Present
Shred-it June 2010 - April 2014
Wachovia Bank March 2007 - June 2010
Long Beach Wholesale Mortgage Company 2003 - 2007
Enterprise Rent-A-Car November 2002 - August 2004
UNITED STATES MARINE CORPS October 1994 - September 1998
Skills
Account Management, Leadership, Customer Service, Strategic Planning, Sales Process, Sales Operations, Customer Retention, Sales Management, Team Leadership, Process Improvement, Training, Healthcare, Analysis
Education
Houston Baptist University 1999 — 2002
Bachelor of Arts (B.A.)
Houston Baptist University
Wachovia, A Wells Fargo Company February 2008 - Present
Wachovia Bank February 2008 - Present
Wachovia Bank May 2007 - February 2008
First Community Bank August 2006 - May 2007
United Healthcare May 2006 - August 2006
Wachovia Bank September 2005 - May 2006
Forsyth Police Department September 2004 - June 2005
GEICO September 2003 - September 2004
Port Wentworth Police Department September 2001 - September 2003
Chatham County Police Dept October 1995 - September 2001
Education
Benedictine Military School
High School Diploma
High Point University
Computer Information Systems
TIAA-CREF (Contractor) TTI of USA May 2015 - Present
Amerock January 2015 - March 2015
Ally Financial Inc. July 2012 - June 2014
American Red Cross July 2011 - July 2012
Time Warner Cable April 2011 - April 2011
Merck Shared Business Service September 2010 - February 2011
Compass Group USA June 2005 - July 2009
Wachovia Retirement Svcs June 2004 - June 2005
Wachovia Bank November 2003 - June 2005
Wachovia Bank February 2004 - June 2004
Skills
Demand Supply Planning, Demand Forecasting, Inventory Management, Vendor Relations, Supply Chain..., Vendor Management, Sourcing & Procurement, Contract Management, Data Analysis, Process Improvement, Microsoft Office, PeopleSoft, Microsoft Excel, Access, Customer Service, PowerPoint, Strategic Planning, Six Sigma, Microsoft Word, Business Analysis, Accounts Receivable, Non-profits, Public Speaking, Strategic Sourcing, Financial Reporting, Project Management, Customer Relations, Documentation, Budgeting, Outlook, Compliance, Excel, Word, Payroll, Problem Solving, Analysis, Accounting, Administration, Billing, Performance Management, Call Center, Negotiation, MS Project, Ariba, Salesforce.com, Oracle, Order Management, Procure to Pay, Data Mining, Leadership
Education
Purdue University
Certificate, Lean Six Sigma GreenBelt
Pfeiffer University
MBA Degree, Business Administration
Grambling State University
BA Degree, English
Georgetown High
Hertz June 2014 - Present
Allybella Trading LLC September 2010 - Present
Bonefish Grill December 2011 - Present
Wachovia Bank February 2008 - August 2010
State Farm February 2000 - October 2007
US Navy May 1991 - May 1999
Skills
Social Media, Social Media Marketing, Social Media Consulting, Social Media Advertising, Account Management, Military Experience, Military Training, Military Logistics, Loans, Credit, Mortgage Lending, Banking, Consumer Lending, Small Business Lending, Commercial Lending, Credit Analysis, Loan Origination, Commercial Banking, Retail Banking, Investments, Stock Trading, Options Strategies, Small Business, Financial Services, Equities, Mutual Funds, Series 7, Insurance
Education
Heartland Community College
Associate of Science (AS), Finance and Financial Management Services
Pontiac Township High School
Open Mtg October 2009 - Present
Wachovia Bank June 2008 - September 2009
Education
Grambling State University 1968 — 1972
BS, Institutional Management
Assurant October 2011 - September 2014
TMX Finance December 2009 - October 2011
State Farm Agent July 2006 - December 2009
Washington Mutual January 2005 - July 2006
Wachovia Bank June 2002 - January 2005
Skills
Insurance, Banking, Credit, Loans, Life Insurance, Mortgage Lending, Health Insurance, Term Life Insurance, Risk Management, Customer Service, Fixed Annuities
Education
Argosy University Atlanta 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Oglethorpe University 2008 — 2011
BA, Business Administration, Accounting
Herzing University-Atlanta 2004 — 2006
Associates, Legal Studies/Paralegal
Wells Fargo Capital Finance July 2012 - Present
Agdata Inc. March 2006 - November 2010
Wachovia September 2005 - January 2006
Wachovia Bank June 2000 - September 2005
Winston-Salem Police Department June 1991 - June 2000
Education
High Point University
Bachelors, Computer Information Services
BANKING July 2011 - September 2012
Wells Fargo January 2009 - June 2011
Wachovia Bank January 2005 - December 2009
First Union National Bank June 2000 - December 2004
Skills
Loans, Commercial Lending, Private Banking, Wealth Management, Mortgage Lending, Credit, Consumer Lending, Small Business Lending, Series 7, Banking, Commercial Banking, Credit Analysis, Lines Of Credit, Wealth Management..., Portfolio Management, Loan Origination, Series 63, Investments, Retail Banking, Series 65, Life and Health..., Deposits, Financial Advisory, Relationship Management, Strategic Financial..., Mutual Funds, Insurance
Education
Guru Nanak Dev University 1995 — 1997
Master's degree, Physical Sciences
Hans Raj Mahila College 1989 — 1994
Bachelor's degree, Physical Sciences
Catch My Story, LLC March 2012 - Present
Holton Consulting Services March 2004 - Present
Transamerica Reinsurance September 2007 - February 2011
Wachovia Bank 1973 - 2004
Education
High Point University 1966 — 1970
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Core Studio Pilates & Yoga December 2011 - Present
First Presbyterian Church Preschool September 2009 - May 2011
Union County Inspections Dept. August 1999 - May 2001
Wachovia Bank July 1997 - August 1999
Skills
PowerPoint, Accounts Receivable, Office Management, Customer Service, Accounts Payable, Microsoft Word, Microsoft Office, Microsoft Excel, Event Planning, Outlook, Administrative..., QuickBooks, Office Administration, Data Entry
Education
Guilford Technical Community College 1993 — 1994
Manatee Community College 1992 — 1993
Wells Fargo July 2012 - Present
Wells Fargo September 2010 - Present
Wells Fargo August 2008 - September 2010
Wachovia Bank November 2006 - August 2008
Skills
Operations Management, Trade Desk, Estimated Tax, Team Leadership
Education
Guilford College 2004 — 2006
BS, Computer Information/HR
High Point University 1998 — 2001
Maxwell Technologies May 2014 - Present
Independant Consultant February 2010 - April 2014
E-volve Creative Group April 2013 - July 2013
SkyePharma LTD August 2000 - December 2009
Dynasty Mortgage February 2001 - June 2003
Triton Mortgage 2003 - 2003
Genmar Property Management 1998 - 1998
Creative Computers July 1994 - August 1996
Wachovia Bank 1996 - 1996
Sun Computers September 1989 - April 1994
Skills
ERP, Microsoft SQL Server, ITIL, Management, SDLC, Enterprise Architecture, Software Documentation, Servers, T-SQL, SQL Microsoft Certified..., Compaq Server Certified, VMware ESX, ASP and ASP.NET..., WEB Developer, Wonderware, Applications Trainer, Mortgage Origination..., Sales And Marketing..., Expandable, AMMS, Chemstore, Trackwise, Openlab, SQL, Databases, Disaster Recovery, SSRS, VMware, SSIS
Education
San Diego State University-California State University 1987 — 1989
Computer Science
Grossmont College 1985 — 1987
AA, Computer Science
WFBH-Lexington Medical Center 2009 - Present
NewBridge Bank -- Lexington State Bank September 2003 - December 2008
Wachovia Bank February 1988 - February 2003
Skills
Customer Service, Event Planning, Public Speaking, Strategic Planning, Microsoft Office, Fundraising, Nonprofits, Team Building, Research, Leadership Development, Microsoft Word, Microsoft Excel, Budgets, Editing, PowerPoint, Volunteer Management, Healthcare, Leadership
Education
High Point University 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
Worldwide Machinery April 2013 - Present
Wells Fargo July 2010 - April 2013
Wachovia Bank October 2007 - July 2010
World Savings Bank January 2005 - October 2007
World Savings Bank January 2001 - January 2005
Skills
Training, Banking, Loans, Human Resources, Credit, Mortgage Lending, Retail Banking, Consumer Lending, Branch Banking, Management, Customer Service, Business Development, Team Building, Refinance, Insurance, Credit Analysis
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Houston Baptist University - College of Business and Economics 1998 — 2001
Bachelor of Science (BS), Finance and Management
HL College of Commerce 1992 — 1995
Bachelor of Commerce (BCom), Accounting and Statistics
Pacific Valley Bank 2011 - 2013
Wachovia Bank September 2006 - January 2010
Skills
75 WPM Typiing, 10 Key, Multitasking Skills, Phone Etiquette, Oral & Written..., Customer Service, Microsoft Office, Administrative Assistant, Banking, Cash Handling Experience
Education
Hartnell College 2006 — 2006
Everett Alvarez High School 2003 — 2005
High School Diploma
Wells Fargo Bank July 2006 - Present
Wells Fargo 2006 - Present
Wachovia Bank March 1983 - April 2006
Skills
Commercial real estate..., Loans, Real Estate Development, Commercial Lending, Commercial Mortgages, Commercial Real Estate
Education
Hampden-Sydney College 1977 — 1981
Bachelor's degree, Political Science and Government
Wake Forest Baptist Health March 2009 - Present
McRae Signs & Displays, Inc. March 2003 - Present
Wachovia Bank September 1996 - March 2003
Education
High Point University 1990 — 1994
Bachelor's degree, Business Administration