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
Cloud & Williams Law Firm October 2013 - November 2013
Charlotte-Mecklenburg Schools November 2005 - June 2013
Wachovia Bank June 1996 - August 2003
Skills
Team Leadership, Multi Tasking, Customer Service, Business Ethics, Microsoft Office, Strategic Research &..., Team Collaboration, Detail Oriented, Quality Standards, Problem Resolution, Data Entry, Windows 7, Microsoft word, Microsoft Word, Administration, Time Management, Process Scheduler, Staff Development, Problem Solving, Leadership, Microsoft Excel, Training, Public Speaking
Education
ITT Technical Institute-Charlotte North 2009 — 2013
Bachelor of Science (B.S.), Criminal Justice
Carrington 2010 - Present
PCV Murcor 2009 - 2010
Wachovia Bank August 2005 - July 2009
World Savings 2005 - 2007
East West Partners May 2003 - August 2005
Skills
Portfolio Management, Loans, Valuation, Loan Servicing, Loss Mitigation, Underwriting, Securitization, Real Estate, Loan Origination, Mortgage Banking, Real Estate Economics, Investment Banking, REO, Business Development, Mortgage Servicing, Business Strategy, Hedge Funds, Vendor Management, Default, CMBS, Real Estate Development, Executive Management, Relationship Management, CDO, Asset Managment, Short Sales, Trading, Sales Management, Strategic Partnerships, Series 7, Spanish, Sales Operations, Operations Management, Property Management, Government, Retail, Collections, Enterprise Risk..., Managing Key Accounts, International Sales, International, Real Estate Private..., Series 63, MBA, Bilingual, Travel, Deal Execution, Institutional Sales, Distressed Debt, Mortgage Lending
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Capital Markets / Quantitative Analytics
IE (Instituto de Empresa)
MBA, International Business
Universidad de Granada / Universidad del Pais Vasco
International Business and Language
University of Nevada-Reno
Doctoral Candidate, Behavioral Science / Developmental Psychology
University of Nevada-Reno
BS / BA, DUAL MAJOR - International Business / Psychology
Urban League of Central Carolinas, Inc. January 2014 - Present
Wharton & Wharton Associates LLC July 2000 - Present
The Chris Canty Foundation March 2010 - Present
Women's Intercultural Exchange May 2010 - Present
Urban League of Central Carolinas March 2009 - Present
Charlotte Latin School July 2006 - 2012
Wachovia Bank August 2003 - October 2005
Ithaca City School District June 2002 - June 2003
Corning Incorporated August 2000 - October 2002
State University of New York at Binghamton July 1996 - September 2000
Skills
Leadership, Change Management, Program Management, Diversity, Public Speaking, Diversity Training, Succession Planning, Organizational..., Workshop Facilitation, Employee Engagement, Talent Acquisition, Conflict Resolution, Executive Coaching, Public Relations, Cultural Diversity, Community Outreach, Recruiting, Training, Program Development, Organizational..., Strategy, Fundraising, Diversity & Inclusion, Employee Training, Coaching, Nonprofits, Budgets, Analysis, Microsoft Office
Education
Ithaca College
Masters of Science
State University of New York College at Cortland
BA
Canine Vaxcare Inc 2009 - Present
Wachovia Bank June 2007 - June 2009
Skills
Operations Management, Project Management, Program Management, Management, Property Management, Investments, Investment Properties, Real Estate
Education
Jackson State University 1993 — 1998
Bachelor of Science (B.S.), psychology/math
NewCity - An Interactive Design Agency June 2015 - Present
South Central Digital March 2014 - June 2015
South Central Digital January 2012 - February 2014
South Central Media March 2010 - December 2011
Royall & Company June 2007 - March 2010
Wachovia Bank May 2006 - August 2006
Skills
Project Management, Online Advertising, Digital Marketing, SEO, Social Media Marketing, Strategy, Copywriting, Leadership, Creative Direction, Team Leadership
Education
James Madison University 2003 — 2007
BA, Media Arts and Design and Communication Studies
Kinecta Federal Credit Union June 2013 - Present
Wells Fargo June 2009 - May 2013
Wachovia Bank July 2006 - June 2009
Commercial Capital Bank January 2005 - July 2006
Skills
Loans, Credit, Investments, Commercial Lending, Banking, Loan Origination, Underwriting, Refinance, Credit Analysis, Real Estate, Portfolio Management, Commercial Banking, Financial Analysis, Asset Managment
Education
CSU Fullerton 2002 — 2005
B.A, Business Administration; Finance; Real Estate
Irvine Valley College 1999 — 2002
A.A, Business Administration; General Studies
The Haney Company July 2012 - Present
MassMutual Greater Washington September 2007 - Present
SunTrust Investment Services February 2006 - August 2007
Wachovia Bank February 2003 - January 2006
Skills
Investments, Insurance, Retirement, Life Insurance, Securities, Finance, Portfolio Management, Employee Benefits, Estate Planning, Retirement Planning, Financial Services, Fixed Annuities, Loans, Wealth Management, Banking, Customer Service, Analysis, Financial Analysis, Long-term Care, Disability Insurance, Leadership, Investment Strategies, Mergers & Acquisitions, Mutual Funds, Underwriting, Asset Allocation, Small Business, Management, Due Diligence, Business Development, Asset Managment, IRAs, Business Strategy, Risk Management, Long Term Care Insurance
Education
Indiana University Bloomington 1999 — 2002
BA, Journalism
Landon 1993 — 1999
1021 Magazine February 2002 - Present
Wachovia Bank January 2005 - April 2008
Wachovia Bank November 2003 - December 2004
First Union Bank February 2000 - August 2003
PNC December 1996 - January 2000
The Charlotte Post January 1991 - April 1994
Skills
Digital Media, Journalism, Producing, Radio Broadcasting, Publishing, Public Speaking, Magazine Layout Design, Voiceovers, Media Production, Broadcast, Editorial, Online Publishing, Writing, Interviews, Sports Writing, Leadership, Volunteering, Training, Community Service, Research, Strategic Planning, Social Media, Project Management, Published Author, Music Industry, Speech Writing, Entertainment, Business Intelligence, Consulting, TV News Production, News Writing
Education
University of North Carolina at Charlotte 1991 — 1993
Political Science and Government
Johnson C. Smith University - JCSU 1989 — 1991
Political Science and Government
Bishopville High School 1985 — 1989
High School
B2R Finance April 2015 - July 2015
Vanguard March 2014 - March 2015
Wells Fargo September 2007 - April 2013
Wachovia Bank February 2006 - September 2007
Skills
Recruiting, Human Resources, Retail Banking, Communication, Interviewing Skills, Applicant Tracking..., Onboarding, Interviews, Benefits Negotiation, Customer Service, Financial Services, Finance, Talent Acquisition, Screening, Job Fairs, Employee Benefits, Internet Recruiting, College Recruiting
Education
James Madison University 2000 — 2004
Marketing
Charlotte Country Day School
Virginia National Bank August 2012 - Present
Virginia National Bank October 2010 - August 2012
Quantum/G & A Joint Venture June 2010 - October 2010
Distressed Asset Investment July 2008 - October 2010
Quantum Financial/G&A Joint Venture January 2010 - June 2010
Wachovia Bank September 2002 - June 2008
Northwestern Mutual Financial Network October 2000 - October 2002
J. W. Sieg and Company, Inc. May 1988 - October 2000
Skills
Strategic Planning, Banking, Financial Planning, Financial Analysis, New Business Development, Relationship Management, Commercial Lending, Consumer Lending, Strategic Financial..., Loans, Sales, Financial Modeling, Commercial Banking, Credit, Business Development, Finance, Investments, Portfolio Management, Mortgage Lending, Risk Management
Education
James Madison University 1997 — 1999
M.B.A., Business Administration
University of Virginia 1984 — 1988
B.A., Foreign Affairs
Charlotte Mecklenburg Library November 2013 - Present
Mecklenburg County March 2009 - November 2013
Wachovia Bank August 2007 - March 2009
Lowe's March 2006 - August 2007
Marriott International January 2003 - March 2007
KPMG June 2001 - January 2003
Skills
Auditing, Accounting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Strategic Planning, Budgets, Forecasting, Leadership, Change Management, Finance, Corporate Finance, Internal Audit, Process Improvement, Customer Service
Education
Queens University of Charlotte 2008 — 2011
MBA, Management
James Madison University 1997 — 2001
Bachelor of Business Administration (BBA), Accounting
GenSpring Family Offices June 2004 - Present
GenSpring Family Offices 2008 - 2011
GenSpring Family Offices 2004 - 2008
Wachovia Bank 2004 - 2004
Bank of America 2003 - 2003
Vanguard 2000 - 2003
Education
James Madison University
Bachelor of Business Administration (BBA)
Queens University of Charlotte
Financial Planner Program
Bank of America August 2010 - Present
Wachovia, A Wells Fargo Company January 2009 - August 2010
Wachovia Bank June 2008 - December 2008
Wachovia Bank February 2006 - July 2008
Sprint Nextel March 2005 - February 2006
Skills
Marketing, Data Mining, SAS, Quantitative Analytics, Analysis, Customer Analysis, Market Research, Business Analytics, Predictive Modeling, Analytics, SAS programming, Data Analysis, Banking, Strategy, Segmentation
Education
Illinois State University 2003 — 2004
M.B.A, Finance & Marketing
Illinois State University 2001 — 2003
M.S, Agribusiness Economics
Private Investment Bank May 2012 - Present
Genworth Financial May 2008 - May 2012
Wachovia Securities April 2004 - November 2007
Standex Engraving January 1999 - April 2004
Wachovia Bank January 1995 - January 1999
Skills
microsoft office 2013, Microsoft CRM, Calendar Planning, Concur, Travel, SharePoint, WebEx, Department Budgeting, Notary Public, Event Planning, SurveyMonkey, Mac OS, Microsoft Office 2007, Lotus Notes, Access
Education
Varina High School 1990 — 1994
Fred Pryor
J Sargeant Reynolds Community College
Associate in Applied Science, Administrative Support Technologies
Bank of America June 2010 - Present
Meridian Technologies March 2010 - June 2010
Wachovia Corporation January 2007 - March 2010
Wachovia Bank March 1998 - August 2007
Bank of America January 1996 - March 1998
Computer Task Group January 1995 - January 1996
Presbyterian Hospital January 1994 - January 1995
HI Communications January 1992 - January 1994
Skills
SDLC, Oracle, Data Warehousing, Unix, Databases, SQL, ETL, PL/SQL, DB2, Performance Tuning, Informatica, Access, Data Integration, IT Strategy, Software Documentation
Education
Computer Learning Center of Washington DC
Howard University
Bachelor of Science
Pacific Life February 2012 - Present
Capital Group Companies February 2011 - January 2012
Infosys October 2003 - January 2012
SunTrust Bank September 2008 - February 2011
SunTrust Bank May 2010 - December 2010
SunTrust Bank May 2008 - September 2008
Wachovia Bank September 2005 - April 2008
Skills
Microsoft SQL Server, Oracle, PL/SQL, XML, Visual Basic, UML, ASP, HTML, Lotus Notes, OOAD, Microsoft Office, Actuate Report, SQL Navigator, SDLC, Business Analysis, Project Management, Data Warehousing, SQL, Management, Unix, Requirements Gathering, Testing, CRM, Software Project...
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2013
MBA, Business
Jadavpur University 1999 — 2003
Bachelor, Electrical Engineering
Salt Lake BD 1997 — 1999
High School, Science Major
Christ Church Girls High School 1986 — 1997
PMA
PMA
Project Management Academy
Project Management Academy
Project Management Academy
Project Management Academy
State of Texas April 2010 - Present
Michael Baker Corporation September 2007 - February 2009
Wachovia Bank February 2007 - September 2007
Nationstar Mortgage April 2004 - February 2007
Nationstar Mortgage April 2004 - February 2007
Randstad (CitiCapital) March 2003 - March 2004
Santa Fe Adolescent Services April 2001 - March 2003
Computer Sciences Corporation February 2000 - February 2001
Skills
Analysis, Project Management, Marketing, Finance, Logistics, Credit, Loans, Contract Management, Mortgage Lending, Account Reconciliation, Nonprofits, Portfolio Management, Training, Testing, Strategic Planning, Security Clearance, Security, Risk Management, Project Planning, Program Management, Process Improvement, Policy, New Business Development, Microsoft Office, Management, MS Project, Leadership, Government, Event Management, Budgets, Change Management, Customer Service, Contract Negotiation, Disaster Recovery, Proposal Writing, Software Documentation, Team Building, Time Management
Education
University of North Carolina at Asheville
Bachelor of Arts, Psychology
University of Alabama at Birmingham 1991 — 1993
Psychology
Howard University 1990 — 1991
Liberal Arts
Huntington National Bank 2001 - Present
PNC Financial Services Group 1994 - 2001
Wachovia Bank 1987 - 1994
National Futures Association 1986 - 1987
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Credit, Treasury Management, Banking, Lines Of Credit, Credit Analysis, SBA, Cash Management, Financial Analysis, Portfolio Management, Relationship Management, Payments, Credit Cards, Credit Risk, Loan Origination
Education
Graduate School of Banking - University of Wisconsin-Madison 1995 — 1997
Graduate Diploma, Banking
Indiana University - Kelley School of Business 1983 — 1986
BS, Accounting
Equinix November 2012 - Present
KPMG January 2009 - October 2012
Wachovia Bank July 2007 - December 2008
HDFC Bank Ltd January 2006 - June 2007
Skills
Essbase, Hyperion Planning, Hyperion FDQM, Hyperion EPM, Hyperion Reports, EPM, Dashboard, OBIEE, Data Integration, Business Intelligence, Hyperion Enterprise, Business Performance..., Data Warehousing, Oracle E-Business Suite, Oracle Applications, Solution Architecture, Hyperion, Requirements Analysis
Education
International Institute of Information Technology
MS
State of Texas November 2010 - Present
Accenture Technology Solutions February 2010 - December 2010
VF Corporation July 1999 - January 2009
Wachovia Bank January 1998 - June 1999
Wrangler June 1990 - January 1998
Ranndolph County Schools January 1988 - June 1990
Education
Illinois State University 1987 — 1988
BS, Math Education
Northwestern University 1980 — 1984
BA, Economics
Wachovia Bank August 2008 - April 2009
PNC Bank December 2007 - February 2008
Education
Howard University 2003 — 2006
N/A, Finance
Wachovia Bank January 2006 - January 2009
Golden West Financial / World Savings January 2000 - January 2006
Education
Springfield College
Master, Education and Health Science
Ithaca College 1992 — 1997
Bachelor of Science, Exercise Science
Barthelemy Commercial Capital January 2000 - Present
Barthelemy Commercial Capital January 1990 - Present
Wachovia Bank December 1997 - June 2002
Skills
Loans, Residential Homes, Investment Properties, Private Equity, Mortgage Banking, Business Planning, Investors, Due Diligence, Small Business, Disposition, Asset Managment, Financial Structuring, Short Sales, Valuation, REO, Risk Management, Real Estate, Real Estate Economics, Loan Origination, Time Management, Marketing, Funding, Marketing Strategy, Finance, Commercial Lending, New Business Development, Construction Loans, Commercial Real Estate, Sales, Refinance, Entrepreneurship, Construction, Leadership, Investments, Mortgage Lending, Mergers & Acquisitions, Sellers, First Time Home Buyers, Negotiation, Credit, Portfolio Management, Mergers, Contract Negotiation, Financial Modeling, Brokerage, Acquisitions, Credit Analysis, Financial Analysis, Property Management, Wealth Management
Education
Iowa State University 1986 — 1994
BA, Speech Communication
TEKsystems January 2013 - September 2013
CDI August 2010 - May 2012
Volt Workforce Solutions April 2010 - July 2010
R J Reynolds Tobacco October 2000 - December 2009
Wachovia Bank 1996 - 2000
Kleen Business Solutions 1994 - 1995
Sara Lee Branded Apparel 1988 - 1993
Sara Lee Branded Apparel 1983 - 1988
GROWMARK, Inc. 1981 - 1983
Steak n Shake 1979 - 1981
Skills
XML, Data Warehousing, CICS, TSO, DB2, BizTalk, EDI, SAP, JCL, ISPF, COBOL, Visual Basic, Analysis, Systems Analysis, Microsoft SQL Server, Endeavor, Testing, Data Modeling, SQL, Project Planning, SDLC, Informatica, Databases, Disaster Recovery, Visio
Education
Illinois State University 1970 — 1973
BS, Mathematics, Physics
University of Illinois at Urbana-Champaign
Electrical Engineer
Tennessee Temple University September 2008 - Present
Wachovia Bank July 2007 - October 2008
Junior Achievement of Chattanooga July 2004 - June 2006
Education
Tennessee Temple University 2009 — 2012
Masters in Educational Leadership, Leadership
The University of Tennessee at Chattanooga 1991 — 1996
Jacksonville State University
Indaco Risk Advisors November 2013 - November 2014
UVA Health System January 2012 - November 2013
United Bankshares, Inc July 2007 - April 2011
Albemarle First Bank 2005 - 2007
Wachovia Bank January 2005 - December 2005
Sterling Bank - Montgomery, AL January 2004 - January 2005
Tower Bank & Trust Co. January 2003 - January 2004
Bank One July 1997 - January 2003
Skills
Marketing, Research, English, Outlook, Windows, Microsoft Office, Data Entry, Customer Service, Management, Sales, Insurance, Strategic Planning, Social Media, Leadership
Education
Indiana University—Purdue University Fort Wayne 1989 — 1991
Elementary Education and Teaching
Folio Investing January 2015 - Present
Wells Fargo Advisors June 2014 - January 2015
BB&T June 2011 - June 2014
E*TRADE Financial September 2009 - December 2010
Wachovia Securities August 2006 - March 2009
Wachovia Securities, LLC January 2004 - August 2006
Wachovia Securities, LLC January 2003 - January 2004
Wachovia Securities, LLC January 2001 - January 2003
Wachovia Bank September 1999 - January 2001
Wachovia Bank September 1998 - September 1999
Skills
Securities, Trading, Banking, Software Documentation, Equities, Process Improvement, Credit, FINRA, Management, Investments, Financial Services, Leadership, Series 63, Portfolio Management, Loans, Customer Service, Mutual Funds, Business Planning, Back Office, Mergers & Acquisitions, Series 7, Mergers, Security Operations, Operations Management, Training, Insurance, Risk Management, Fixed Income, Asset Management, Wealth Management, Innovation Development, Relationship Management
Education
Virginia Commonwealth University - School of Business 1994 — 1996
Business
J Sargeant Reynolds Community College 1993 — 1994
Business Administration and Management, General
Henrico High School 1989 — 1993
High School
Brookland Middle School
Alliant Credit Union July 2014 - Present
Alliant Credit Union January 2013 - July 2014
Sun East Federal Credit Union September 2010 - January 2013
Sun East Federal Credit Union January 2005 - August 2010
Wachovia Bank January 2003 - December 2004
American Express Financial Advisors August 2001 - December 2002
Arlington Capital Mortgage Company 2000 - 2001
Equity One Mortgage 1999 - 2000
Atlantic Credit Union May 1996 - April 1999
Skills
Credit, Financial Planning, Public Speaking, Business Development, Personal Finance, Business Banking, Banking, Blogging, Relationship Development, Credit Unions, Inter-personal, Loans, Strategic Financial..., Finance, Commercial Banking, Consumer Lending, Training, Employee Benefits, Investments, Relationship Management, Financial Services, Budgets, CRM, Commercial Lending, Business Planning, Customer Service, Small Business Lending, Human Resources, Risk Management, Leadership, New Business Development, Credit Analysis, Retail Banking, Insurance, Coaching, Underwriting, Customer Retention, Mortgage Lending, Cross Selling, Strategic Planning, Building Relationships, Sales, Process Improvement
Education
Immaculata University 2006 — 2008
Bachelor's, Finance Management
West Chester University of Pennsylvania 1997 — 1998
English
Academy Park High School 1990 — 1994
BBVA Compass April 2013 - January 2015
Redstone Federal Credit Union July 2008 - November 2012
Wachovia Bank 2006 - 2008
AmSouth Bank 2004 - 2006
Bank of America 2001 - 2004
Bentley's Luggage & Gifts 2000 - 2001
Allstate 1996 - 1998
Allstate 1993 - 1996
US Army January 1984 - September 1992
Skills
Customer Service, Strategic Planning, Marketing Strategy, Credit Unions, Banking, Retail, Insurance, Sales, Leadership, Staff Development, Training, Military Experience, Management, Team Building, Sales Management, Marketing, Customer Satisfaction, Finance, Coaching, Credit, Loans
Education
John C Calhoun State Community College 2010 — 2014
Associate's Degree, Business Administration and Management, General
Macy's 2008 - Present
The Home Depot 1998 - 2008
Wachovia Bank 1993 - 1998
GENERAL ELECTRIC AEROSPACE January 1990 - January 1993
Skills
•Project Leadership, •Software Development..., •Systems Implementation, •Database Management, •QA Testing, •Build Process..., •Software Release..., •Vendor SW..., •Complex..., •Connectivity Solutions, •Process Improvement, •Applications Training, Troubleshooting, Vendors, Business Process, Process Improvement, Applications, Program Management, Software Development, Software Documentation, Testing, Developers, Management, Databases, SSRS, Business Analysis, Inventory Management, XML, Project Management, Team Building
Education
Howard University
Bachelor of Business Administration, Management Information Systems
Allstate Insurance 2010 - Present
WACHOVIA BANK January 1999 - January 2003
Skills
Staff Development, Life Insurance, Financial Risk..., Small Business, Credit, Team Building, Banking, Property & Casualty..., Strategic Planning, Underwriting, General Insurance, Commercial Insurance, Operations Management, Customer Service, Coaching, Health Insurance
Education
Keller Graduate School of Management of DeVry University 2006 — 2010
MBA, Finance
Jackson State University 1981 — 1985
Bachelor of Science, Management
Wells Fargo Advisors, LLC January 2015 - Present
Merrill Lynch November 2011 - January 2015
Morgan Stanley Smith Barney January 2010 - November 2011
Florida Capital Bank October 2005 - July 2009
Mercantile Bank February 2003 - October 2005
Wachovia Bank May 2000 - February 2003
CIBC National Bank August 1999 - May 2000
IronStone Bank April 1997 - August 1999
Barnett Bank KNA Bank of America October 1993 - April 1997
Skills
Financial Analysis, Finance, Investments, Credit, Insurance, Budgets, Financial Reporting, Loans, Strategy, Strategic Planning, Sales, Strategic Financial..., Financial Planning, Start-ups, Portfolio Management, Real Estate, Risk Management, Retirement Planning, Management, Retail, Microsoft Excel, New Business Development, Mutual Funds
Education
Indiana University Bloomington 1989 — 1993
B.A., Psychology, Jewish Studies
mccallie school 1982 — 1989
SunTrust Bank February 2011 - Present
Wells Fargo July 2009 - March 2011
Wachovia Bank January 2006 - July 2009
Education
Indiana University Bloomington 1996 — 2000
BS, Public Affairs
United Wealth Group 2011 - 2015
Citibank 2008 - 2010
Wachovia Bank 2006 - 2008
JPMorgan Chase 2003 - 2006
AXA Advisors 2001 - 2003
MCB Bank Limited 1993 - 2000
Skills
Credit Analysis, Portfolio Management, Commercial Banking, Credit Risk, Retail Banking, Investments, Financial Analysis, Loans, Financial Services, Capital Markets, Financial Risk, Financial Modeling, Relationship Management, Islamic Finance, Finance, Cash Management, Investment Banking, Banking
Education
Institute of Business Administration 1990 — 1992
MBA, Management Information Systems
University of the Punjab, Lahore, Pakistan (Gordon College Rawalpindi) 1986 — 1988
Bachelor of Science (BSc), Mathematics and Physics
Organic Realty October 2011 - Present
T Values, A Chicagoland Residential Appraisal Company January 2008 - Present
Dream Town Realty February 2010 - October 2011
Coldwell Banker Residential Brokerage - Lakeview/Wrigleyville July 2006 - February 2010
Wachovia, (Formerly World Savings) August 2004 - November 2008
Wachovia Bank 2008 - 2008
Skills
Contract Negotiation, Appraisals, Sellers, Residential Homes, REO, Foreclosures, Short Sales, Single Family Homes, Condos, Investors, Investment Properties, First Time Home Buyers, Relocation, Real Estate, Real Estate Transactions
Education
Illinois State University 1995 — 1999
Bachelors of Science
Illinois State University 1995 — 1999
Bachelor's degree
Long and Foster Real Estate October 2014 - Present
Keller Williams Realty August 2006 - October 2014
Elite REO Network 2009 - 2014
Samson Realty July 2004 - August 2006
Wachovia Bank 2002 - 2004
Xerox Corporation June 1986 - June 1993
Skills
Short Sales, Distressed Property, Sellers, Residential, Home, Relocation, Resale, Foreclosures, First Time Home Buyers, HUD, Residential Homes, Real Estate, Property, Investors, Buyers, Real Property, Single Family Homes, REO, Condos, Selling, Resellers, Investment Properties, Real Estate Transactions, Buyer Representation, Referrals, Listings, New Home Sales, SFR, Townhomes, FHA, Move Up Buyers
Education
Indiana University Bloomington 1984 — 1986
Economics
Washington University in St. Louis 1982 — 1984
Bank of America June 2015 - Present
Wells Fargo September 2013 - June 2015
Bank of America January 2010 - August 2013
QINVEST LLC February 2007 - August 2008
Wachovia Bank January 1997 - January 2007
Royal Insurance March 1995 - January 1997
Skills
SDLC, ITIL, Strategic Planning, E-commerce, SharePoint, .NET, COBIT, PMBOK, DMAIC, Problem Solving, IT Service Management, IT Operations, PMP, Process Improvement, Vendor Management, Change Management, Program Management, Business Analysis, Team Leadership, IT Management, IT Strategy, Risk Mitigation, Six Sigma, Visio, MS Project, Mentoring, Systems Analysis, Team Building, Customer Relations, Risk Management, Team Management, Application Development, Service Delivery, Operations Management, Security, Leadership, Customer Service, Software Development, Software Documentation, Integration, Information Technology, Business Process..., Strategy, Infrastructure, Troubleshooting, Project Portfolio..., Technical Support, Software Project..., PMO, Operating Systems
Education
ISACA 2014 — 2014
CISM
Keller School of Management 2009 — 2010
Masters, Information Systems
Keller School of Management 2003 — 2005
MBA, Business Administration/Project Management
University of North Carolina at Charlotte 1986 — 1989
BS, Computer Science
ITT Technical Institute-Indianapolis
Wachovia, A Wells Fargo Company February 2009 - Present
Wells Fargo Bank February 2007 - January 2009
Wachovia Bank January 2003 - March 2007
Skills
Leadership, Management, Loans, Credit, Banking, Business Planning, Management Consulting, Organizational..., Finance, Training, Performance Management, Service Quality, Mortgage Lending, Financial Reporting, Customer Experience, Financial Analysis
Education
James Madison University 1992 — 1995
James Madison University 1992 — 1995
Griswold Home Care February 2013 - Present
BDO USA, LLP January 2010 - January 2013
McBride Shopa & Company, LLP 2006 - 2010
Wachovia Bank 2000 - 2005
Wachovia Bank 1996 - 1999
Wachovia Bank 1987 - 1996
Skills
Outstanding time..., Proposal Writing, Creative Writing, Client Development, Relationship Marketing, Microsoft Office, Microsoft Excel, CRM, PowerPoint, Critical Thinking, Leadership, Training, Teaching, Team Building, Strategic Planning, Accounting, Sales, Business Development, Due Diligence, Nonprofits, Public Speaking, Management Consulting, Time Management, Social Networking, Fundraising, Finance, Social Media Marketing, Marketing, Strategy, Leadership Development, Auditing, Banking, Small Business, Budgets
Education
Indiana University Bloomington 1971 — 1972
MS, Secondary Education
Millburn High School 1967 — 1971
Diploma
St. Mary's College, Notre Dame, Ind 1967 — 1971
BS, History and Sociology
Chesterfield Steelers / Chalkley Rams August 2013 - Present
Happy Heart Academy September 2009 - March 2011
Wachovia Securities March 2006 - May 2009
Wachovia Bank March 2003 - March 2006
US Navy December 1998 - November 2002
Skills
Troubleshooting, Access, Training, Customer Service, Management, Technical Support, Analysis, Networking, Testing, Call Centers, Marketing, Computer Hardware, Time Management, Telecommunications, Technical Writing, Hardware, Budgets, Recruiting, Software Installation, Event Management, Military, Security Clearance, DoD, Team Building, Process Improvement
Education
John Tyler Community College 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Mechanical Engineering
United States Navy 1999 — 2000
Cryptologic Technical Maintenance
Manchester High School 1994 — 1998
Advanced Diploma, General Studies
AutoTown Insurance July 2008 - Present
Akamai Technologies 2001 - 2008
Wachovia Bank 1997 - 1998
Wachovia Bank 1997 - 1998
Education
Indiana University Bloomington 1993 — 1997
BS in Finance and Marketing
Lifecoach.com 2000 - Present
Wachovia Bank 1989 - 1999
Education
John Carroll University 1984 — 1988
Peoples United Bank March 2013 - Present
RBS Citizens Bank October 2008 - March 2013
Wachovia Bank March 2003 - October 2008
InterPay Payment Solutions Inc 1997 - 2003
McBee 1995 - 1996
Skills
Banking, Credit, Loans, Finance, Commercial Lending, Relationship Management, Real Estate, New Business Development, Lines Of Credit, Commercial Mortgages, Small Business, Sales, Commercial Banking, Small Business Lending, Credit Analysis, Mortgage Lending, Consumer Lending, Cross Selling, Loan Origination, Treasury Management, Mortgage Banking, Retail Banking, Branch Management, Asset Based Lending
Education
Iona College 1984 — 1986
Precision Fitness Training Co. June 2011 - Present
GulfShore Bank August 2008 - May 2011
Wachovia Bank June 2005 - July 2008
Merrill Lynch February 2004 - June 2005
2004International Insurance Cons August 2001 - February 2004
Skills
Sales, Training, Leadership, New Business Development, Start-ups, Investments, Small Business, Finance, Management
Education
Ithaca College 1997 — 2001
B.S, Applied Psychology
SDI System Dynamics International, Inc. June 2015 - Present
System Studies and Simulation, Inc EOE/Minorities/Females/Vet/Disabled January 2015 - June 2015
BBVA Compass December 2012 - December 2014
Troy University January 2011 - December 2013
Tyonek Manufacturing Group, Inc. November 2009 - October 2012
Wells Fargo February 2009 - October 2009
Wachovia Bank March 2008 - February 2009
LM Berry CO September 2007 - January 2008
Motion Industries May 2007 - July 2007
Internal Revenue Services February 2007 - April 2007
Skills
Security Clearance, Personnel Management, Employee Relations, Government, Human Resources, EEO, Leadership Development, Conflict Resolution, Training, Management, Project Management, Time Management, Applicant Tracking..., Administrative..., Onboarding, Customer Service, Employee Benefits, Resume Writing, Military, Program Management, Microsoft Excel, Access, Analysis, Research, Recruiting, Employee Training, Public Speaking, Leadership, Team Leadership, DoD, Outlook, HRIS, Security, Organizational..., Data Analysis, New Hire Orientations, Team Building, System Administration, Strategic Planning, Interviews, College Recruiting, Strategy, Administration, Performance Management, Cross-functional Team...
Education
Florida Institute of Technology 2014 — 2016
Master of Science (M.Sc.), Acquisition and Contract Management; Human Resource Management
Troy State University 2011 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
John C Calhoun State Community College 2009 — 2010
Associate of Science (A.S.), Accounting
John C Calhoun State Community College 2009 — 2010
Associate of Science (A.S.), Business
Bay Bank, FSB January 2014 - Present
Bay Bank, FSB October 2012 - Present
Wells Fargo Bank May 2011 - October 2012
Wachovia Bank November 2005 - May 2011
Chesapeake Financial Group June 2002 - November 2005
Skills
Banking, Commercial Lending, Commercial Banking, Lines Of Credit, Finance, Loans, Small Business Lending, Cash Management, Credit, Leadership Development, Leadership, Treasury Management, Sales, Credit Analysis, Commercial Mortgages, Loan Origination, Underwriting, Mortgage Lending, Consumer Lending, SBA, Merchant Services, Asset Based Lending, Retail Banking, Management, Real Estate, Mortgage Banking, Financial Analysis, Credit Risk, Cross Selling, Relationship Management, New Business Development, Financial Services, Cash Flow, Commercial Real Estate, Deposits, Refinance, Manufacturing, Lockbox, Strategic Financial..., Investments, Real Estate Financing, Retirement Planning, Financial Risk
Education
Jack Welch Management Institute at Strayer University 2013 — 2016
Executive MBA
Salisbury University - Perdue School of Business 1998 — 2002
BS, Marketing, Finance
Wicomico High School 1994 — 1998
General
Covenant Bank PA May 2011 - Present
Coventry First, LLC August 2005 - May 2011
Sovereign Bank March 2004 - August 2005
Wachovia Bank March 2001 - March 2004
Skills
Finance, Banking, Commercial Lending, Portfolio Management, Loans, Financial Analysis, Investments, Risk Management, Underwriting, Credit
Education
Temple University 1999 — 2003
MBA, Finance
James Madison University 1994 — 1998
Bachelor's Degree, Speech Communication, Public Relations
Chestnut Hill Academy 1980 — 1994
High School
AT&T August 2012 - Present
Banker's Life and Casualty December 2011 - March 2012
AT&T January 2011 - November 2011
Titlemax June 2010 - December 2010
Wachovia Bank April 2007 - November 2009
Skills
Communication, Public Relations, Networking, Customer Service, Customer Engagement, Collections, Oral Communication, Cold Calling, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Direct Sales, Sales, Troubleshooting, Social Networking, Social Media, Teamwork, Advertising, Marketing Strategy, Public Speaking, Customer Satisfaction, Data Entry, B2B, Microsoft Office, Analysis, Marketing, Account Management
Education
Lawson State Community College-Birmingham Campus 2005 — 2007
English
Jacksonville State University 2001 — 2006
Public Relations, Mass Communications
Citizens Bank & Trust Co. April 2015 - Present
Village Bank & Village Bank Mortgage Corporation September 2014 - March 2015
BNI August 2014 - 2015
Chesterfield Center for the Arts Foundation 2005 - 2015
Village Bank & Village Bank Mortgage Corporation July 2005 - August 2014
Wachovia Bank 1999 - 2005
Skills
Loans, Consumer Lending, Mortgage Lending, Small Business Lending, Credit, Banking, Commercial Banking, Retail Banking, Branch Management, Refinance, Branch Banking, Supervision, Sales Management, Investment Banking, Non-profit Leadership, Office Management, Business Development, Lines Of Credit, Finance, Sales, Mortgage Banking, Commercial Lending, Credit Analysis, Small Business, Loan Origination, Customer Service, Management
Education
Virginia Bankers School of Bank Management 2013 — 2015
James Madison University 1986 — 1990
Bachelor of Arts (BA), Business
Manchester High School 1982 — 1986
PNC January 2015 - Present
PNC March 2012 - January 2015
RBC Bank October 2011 - April 2013
RBC Bank 2009 - October 2011
Wachovia Bank 2005 - 2009
Anchor Sign 2003 - 2005
Skills
Banking, Finance, Loans, Management, Portfolio Management, Mortgage Lending, Mortgage Banking
Education
James Madison University
BS
World Wide Technology June 2009 - Present
The Signature Group May 1998 - June 2009
First Union National Bank December 1995 - May 1998
Wachovia Bank 1995 - 1997
Bayer January 1990 - December 1995
Dairy Farm Products 1981 - 1990
Skills
Cisco, Unified Communications, Routing, Network Security, Wireless, Cisco Technologies, Network Architecture, Network Engineering, Network Design, VoIP, Data Center, Cisco Networking
Education
Indiana University South Bend 1983 — 1993
BS, Computer Science
MUFG Americas December 2014 - Present
N/A Independent 2012 - December 2014
Canaccord Genuity Inc. 2011 - 2012
Jefferies & Co. 2005 - 2011
Wachovia Bank November 2004 - March 2005
Calyon Securities 2001 - 2004
Bear Stearns 1999 - 2001
Skills
Investment Banking, Valuation, Private Equity, Capital Markets, Financial Modeling, Venture Capital, Equities, Corporate Development, Corporate Finance, Private Placements, Emerging Markets, LBO, Due Diligence, Hedge Funds, IPO
Education
The Johns Hopkins University 2013 — 2014
Master of Science (MS)
Howard University 1996 — 1999
BBA (magna cum laude)
Tile Collection, Inc February 2014 - Present
Thomasville Home Furnishings January 2013 - December 2013
Gerri Livingston Interior Design September 2011 - December 2012
Furnitureland South, Inc 2010 - 2010
Wachovia Bank February 2007 - November 2008
Boyles Distinctive Furniture Design Center November 2000 - January 2007
Diane's Interiors September 1997 - July 2000
Skills
Management, Financial Analysis, Interior Design, Bidding Process, Space-planning, Furniture, Retail, Residential Homes, Renovation, Customer Service, Project Management, Sales, PowerPoint, Marketing, Merchandising, Events Organizer, Microsoft Office, Budgets, Microsoft Word, Visual Merchandising, Space planning, Upholstery, Furnishings, Selling, Design Consulting, Flooring, Interior Architecture, Draperies, Floor Plans, Finish Selections, FF&E, Events Organisation, Space Planning
Education
Indiana State University
Bachelor of Science (BS), Interior Design
Indiana State University
B.S., Interior Design-Economics
U.S. Bank March 2015 - Present
Dorsey & Whitney LLP October 2012 - March 2015
US Securities and Exchange Commission January 2012 - May 2012
Howard University School of Law Investor Justice and Education Clinic August 2011 - January 2012
Dorsey & Whitney LLP May 2010 - August 2010
US Navy May 2010 - July 2010
U.S. House of Representatives May 2010 - July 2010
Northwestern Mutual August 2008 - July 2009
Wachovia Bank 2006 - 2008
Cardinal Bank June 2005 - August 2005
Skills
Commercial Lending, Mezzanine Lending, Small Business Lending, Finance, Securities, Restructuring, Private Equity, Leveraged Finance, Banking Regulatory Law, Banking, Corporate Governance, Investments, Project Finance
Education
Howard University School of Law 2009 — 2012
J.D., Law, cum laude
Western Carolina University 2002 — 2005
BS, Political Science, summa cum laude
On the List, LLC August 2013 - Present
McKesson February 2011 - Present
Hubbard Systems, Inc. February 2008 - January 2011
Wachovia Bank January 2006 - July 2007
Skills
Business Analysis, Quality Assurance, User Acceptance Testing, Regression Testing, Requirements Analysis, SDLC, Analysis, Testing, Test Cases, Test Planning, Defect Tracking, Software Documentation
Education
Jacksonville State University 1997 — 2002
BS, Computer Information Systems
Bank of America May 2014 - Present
Capital One May 2012 - October 2013
Wal-Mart December 2007 - May 2010
Wachovia Bank January 2007 - January 2010
Wal-Mart January 2001 - January 2002
First North American National Bank January 2001 - January 2002
Wal-Mart January 2000 - January 2000
Nation's Sound and Security January 2000 - January 2000
Capital One Financial January 1998 - January 2000
Adecco Temp Services January 1998 - January 1998
Skills
Data Entry, Customer Service, Sales, Insurance, Customer Retention, Credit Cards, Payments, Banking, Credit, Retail Banking, Consumer Lending, Commercial Banking, Cash Management, Cross Selling, Deposits, Lines Of Credit, Financial Risk, Multi-line Phone, Call Centers, Outlook, Microsoft Word, Retail, Real Estate, Troubleshooting, Loans, Credit Analysis, Mortgage Lending, Databases, Commercial Lending, Credit Risk, Risk Management, Relationship Management, Financial Services, Microsoft Excel, Customer Satisfaction, Business Analysis, Time Management
Education
J Sargeant Reynolds Community College 2013 — 2016
currently working on Associates degree, Criminal Justice
Goochland High School 1992 — 1996
High School Diploma, General Studies
KPMG US November 2014 - Present
KPMG US August 2012 - November 2014
KPMG US June 2011 - August 2011
Wachovia Bank May 2008 - September 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Accounting, PowerPoint, Management, Auditing, Financial Analysis, Internal Controls, Financial Accounting, Access
Education
James Madison University 2011 — 2012
MSA, Masters of Accountancy
James Madison University - College of Business 2007 — 2011
BBA, Accounting, European Business Concentration
Universiteit de Antwerpen
Business
RBS Citizens Financial Group April 2014 - Present
SunTrust Bank June 2012 - April 2014
SunTrust Bank April 2011 - September 2012
SunTrust Mortgage August 2010 - July 2011
SunTrust Bank March 2009 - August 2010
Accretive Solutions July 2008 - 2009
Fairlawn Consulting LLC April 2007 - August 2008
Amstar Mortgage 2004 - 2007
Wachovia Bank 2000 - 2004
Beneficial Finance Co., Subsidiary of Household International August 1998 - June 2000
Skills
Risk Management, SQL, Microsoft Excel, SAS, Underwriting, Credit Risk, Credit, Financial Reporting, Financial Risk, Auditing, Finance, Process Improvement, Internal Audit, Commercial Banking, Business Analysis, Internal Controls, Leadership, Management, Credit Analysis, Mortgage Banking, Risk Assessment, Training, Access, Enterprise Risk..., Mortgage Lending, Compliance, Gap Analysis, FHA, Banking, Loans, Consumer Lending, Analytics, Financial Services, Visio, Microsoft Access, Lean Six Sigma, Analysis
Education
East Lyme High School
None, College Prep
James Madison University
Bachelor of Science (B.S.)
Yamasaki BJJ
SunTrust Bank June 2009 - Present
SunTrust Bank March 2014 - September 2014
SunTrust Bank March 2014 - August 2014
Wachovia Bank May 2007 - November 2009
Deluxe Financial Services November 2005 - May 2006
Deluxe Financial Service 1990 - 2005
Skills
Customer Insight, Product Development, Change Management, Public Speaking, Experience Design, Client Loyalty, Customer Experience, Customer Loyalty, Consumer Insights, Segmentation, Cross Selling, Cross-functional Team..., Competitive Analysis, Marketing Strategy, Strategic Planning, Customer Satisfaction, Customer Acquisition, Employee Engagement, New Business Development, Customer Retention, Marketing Management, Brand Loyalty, Long-term Customer..., Market Research, Banking, Leadership, Strategy
Education
Iowa State University - College of Business 1986 — 1989
Royal Bank of Scotland August 2011 - July 2013
Standard Chartered Bank January 2010 - August 2011
Wachovia Bank October 2007 - July 2009
Wachovia Bank September 2006 - October 2007
Wachovia Bank May 2004 - September 2006
Wachovia Bank September 2001 - May 2004
Wachovia Bank July 1999 - September 2001
Education
Indiana University of Pennsylvania
Bachelor, Human Resource Management
STR Software August 2010 - December 2012
Wachovia Bank 1987 - 2001
Skills
Strategic Planning, Business Development, Sales Management, Project Management, Marketing Strategy, Process Improvement, Account Management, CRM, Leadership, Management Consulting, Marketing, New Business Development, Product Marketing, Project Planning, Sales, Team Building, Vendor Management
Education
James Madison University 1976 — 1980
Bachelor of Science (BS), Marketing/Marketing Management
Bel Air Senior High 1972 — 1976
Hearst Corporation November 2012 - Present
Belk Corporation May 2012 - November 2012
Lowe's Corporation June 2010 - May 2012
Wells Fargo Bank January 2010 - May 2010
Jefferson Wells International, Inc. April 2008 - December 2009
Wachovia Bank August 2006 - March 2008
Cybertrust February 2006 - August 2006
Bank of America March 2005 - February 2006
Ford Motor Co. 1995 - 2005
United States Marine Corps 1987 - 1997
Education
Indiana University - Kelley School of Business 1993 — 1995
MBA, Information Systems/Operations Management
United States Naval Academy 1983 — 1987
BS, History, Engineering
Appalachian State Univ August 2008 - Present
First Union National Bank (now Wachovia) 1996 - 2001
Wachovia Bank 1996 - 2000
Education
North Carolina State University 2005 — 2008
James Madison University 2003 — 2005
MBA, Information Security
DAG - Derivatives Advisory Group 2004 - Present
Bank of America 1998 - 2004
Wachovia Bank 1993 - 1998
JPMorgan Chase 1992 - 1993
Toronto-Dominion Bank 1988 - 1992
Skills
Derivatives, Fixed Income, Capital Markets, Debt, Risk Management, Bonds, Alternative Investments, Portfolio Management, Equities, Hedge Funds, Investments, Investment Banking, Options, Private Equity, Asset Management, Securities, Valuation, Financial Structuring
Education
Northwestern University - Kellogg School of Management 1985 — 1988
Masters of Management (MBA), Finance, Marketing
University of Chicago 1980 — 1983
Bachelor of Arts (BA), Philosophy
Illinois Institute of Technology 1978 — 1980
Mechanical Engineering
MainStreet Bank Teller managersuntrust bank2005 - 2006
Wachovia Bank December 2003 - July 2005
Education
James Madison University 1999 — 2001
MSC Mortgage June 2006 - Present
Wachovia Bank April 2002 - June 2006
First Chicago NBD (now Chase Bank) October 1997 - December 2001
First Chicago NBD (now Chase Bank) August 1989 - October 1997
Skills
Mortgage Lending, Mortgage Banking, Public Relations, Refinance, Government Loans, FHA, Credit, Marketing, VA loans, FHA financing, Lines Of Credit, Condos
Education
Indiana University South Bend 1973 — 1977
BA, Psychology
Wells Fargo April 2009 - Present
Wachovia Corp 1997 - Present
Wachovia Bank 2001 - October 2008
Skills
SDLC, Business Requirements, Business Analysis, Vendor Management, IT Strategy, Visio, Project Portfolio..., PMP, SharePoint, PMO, Requirements Gathering, Enterprise Architecture, Requirements Analysis, IT Management, Disaster Recovery, Release Management, Systems Analysis, Software Documentation, Software Project..., User Acceptance Testing, Risk Management, Business Process..., Data Warehousing, Information Technology, Solution Architecture, SOA
Education
Howard University 1984 — 1989
Bachelor's degree, Systems Engineering
Wells Fargo May 2014 - Present
BB&T October 2012 - April 2014
Wells Fargo April 2012 - September 2012
Ally Financial Inc. July 2011 - March 2012
Bank of America December 2010 - June 2011
Wells Fargo Advisors July 2009 - December 2010
Wachovia Bank May 2008 - September 2008
Bank of America November 2007 - April 2008
Wachovia Bank, N.A. March 2007 - November 2007
Bank of America October 2005 - February 2007
Skills
Banking, SDLC, User Acceptance Testing, Business Analysis, Requirements Gathering, HP Quality Center, Regression Testing, Derivatives, Financial Risk, Fixed Income, Finance, Credit, Credit Risk, Portfolio Management, Analysis, Capital Markets
Education
Indiana University South Bend 1981 — 1986
B.A., Psychology
Indiana University South Bend
Wells Fargo August 2011 - Present
Wells Fargo January 2005 - July 2011
Wachovia Bank 2003 - 2005
Wachovia Bank 1999 - 2002
Wachovia Bank 1998 - 1999
Wachovia Bank 1995 - 1998
Skills
Project Portfolio..., Process Management, Release Management, User Acceptance Testing, Test Management, Usability Testing, Microsoft Office, Financial Reporting, Reporting & Analysis, Visio, Business Requirements, SDLC, Requirements Gathering, Business Analysis, Requirements Analysis, Project Management, Requirements Management, Functional..., Vendor Management, Business Process, SharePoint, Business Process..., Software Project..., Process Improvement, Test Planning, MS Project, Resource Management, Testing, Analysis, Banking, Management, Risk Management, PMO, Program Management, Financial Services
Education
Winston-Salem State University 1989 — 1993
Bachelor of Science, Management Information Systems, 3.89
Forsyth Technical College 1982 — 1986
Completed 47 Credit hours, Computer and Information Systems, 4.0
Howard University 1981 — 1982
Completed 44 Credit hours, Computer Information Systems, 3.0
Stockton Consulting Group January 2009 - Present
Stockton Insurance Service December 2007 - January 2009
Camarda Financial Advisors, Inc January 2006 - December 2007
Compass Bank NA September 2004 - January 2006
Countrywide Home Loans July 2002 - September 2004
Wachovia Bank November 1999 - September 2002
NationsBank 1990 - 1998
Jacksonville Jaycees 1989 - 1990
Skills
Portfolio Management, Investments, Banking, Training, Recruiting, Sales, Strategic Financial..., Finance, Insurance, Business Development, Loans, Mortgage Lending, Relationship Management
Education
Webster University 2006 — 2009
Master's of Science in Finance, Finance
Jacksonville University 2002 — 2006
MBA, BUSINESS
Jacksonville University 2002 — 2005
MBA, Business Administration
Jacksonville University 2002 — 2005
MBA, BUSINESS
University of North Florida 1982 — 1983
Bachelor of Business Administration, Marketing
University of North Florida - College of Business Administration 1982 — 1983
Bachelor's, Business Administration - Marketing
University of Florida 1978 — 1982
Business, Marketing
University of Florida - Warrington College of Business Administration 1978 — 1982
Business, Marketing
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1977 — 1977
business
GE Power & Water September 2014 - Present
GE Capital January 2012 - August 2014
Alston & Bird LLP September 2005 - January 2012
Troutman Sanders LLP May 2004 - August 2004
Wachovia Bank August 2000 - August 2002
Skills
Corporate Law, Contract Negotiations, Contract Writing, Corporate Governance, Leveraged Finance, Corporate Finance, Asset Management, Dispute Resolution, Mediation, Project Finance, Legal Research, Commercial Litigation, Intellectual Property, Negotiation, Real Estate, Trademarks, Securities, Licensing, Private Placements, Civil Litigation, Investments, Mergers & Acquisitions, Employment Law, Privacy Law, Business, Estate Planning, Syndications, Portfolio Management, Finance, Contract Negotiation, Funding, Financial Risk, Insurance, Legal Advice, Credit, Litigation, Litigation Management, Joint Ventures, Financial Structuring, Loans, Cross-border..., Legal Writing, Securities Regulation, Leadership, Bankruptcy, Arbitration, Capital Markets, IPO, Acquisitions, Private Equity
Education
Howard University School of Law 2002 — 2005
JD, Law
University of North Carolina at Chapel Hill 1996 — 2000
2000, Economics
Bank of America 2010 - Present
Ally Financial Inc. (fomerly GMAC) November 2009 - November 2010
Wachovia, a Wells Fargo Company April 2008 - November 2009
Wachovia Bank April 2005 - May 2008
SouthTrust Bank February 1987 - April 2005
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Treasury Management, Risk Management, Accounting, Forecasting, Process Improvement, Banking, Essbase, Financial Modeling, Budgets, Cash Management, Managerial Finance, Management, Finance, Mergers & Acquisitions, Corporate Finance, Internal Audit
Education
Jacksonville State University 1983 — 1986
Bachelor of Science (BS), Accounting/Computer Science
U.S.Government October 2011 - Present
Martin Marietta Materials April 2011 - October 2011
Wachovia, A Wells Fargo Company July 1999 - August 2010
Wachovia, A Wells Fargo Company 1999 - 2010
Wachovia Bank 1999 - 2009
Skills
Printers, SharePoint, Software Documentation, Vendor Management, Windows 7, Windows Server, Technical Support, Networking, Microsoft Office, Visio, Banking, Project Management, Information Technology, Disaster Recovery, Troubleshooting, Help Desk Support, Requirements Analysis, Active Directory, SQL
Education
Johnson & Wales University 1980 — 1984
Bank of America 2010 - 2015
New Beginings Fellowship Church 2006 - 2010
Ajilon Consulting March 2008 - April 2009
Wachovia Bank 2004 - January 2008
IBM Global Services 2001 - 2004
Bank of America 1997 - 2001
Bank of America 1995 - 1997
Skills
Cross-functional Team..., Change Management, Strategy, Project Management, Relationship Management, Process Improvement, Business Process, Business Strategy, Strategic Planning, Management, CRM
Education
Northwestern University - Kellogg School of Management 1991 — 1993
Johnson C. Smith University - JCSU 1983 — 1987
BS, Math/ Computer Science
Regent University
Wells Fargo August 2013 - Present
Bank of America March 2009 - May 2013
Wachovia Bank March 2008 - December 2008
Wachovia Bank August 1994 - January 2008
Skills
PMP certified, Six Sigma certified, PMP, Strategy, Project Management, SDLC, Business Analysis, Risk Management, Program Management, Requirements Analysis, Change Management, Financial Services, Enterprise Architecture
Education
Indian Institute of Science
BE, Electrical Engineering
Wells Fargo 1998 - Present
Wachovia 1998 - 2011
Wachovia 1998 - 2008
Wachovia Bank 1998 - 2008
Wachovia Mortgage 1998 - 2008
World Savings 1998 - 2006
Interstate Corporation 1995 - 1998
Skills
Banking, Mortgage Lending, Credit, Loans, Underwriting, Leadership, Mortgage Banking, Sales, Sales Management, Loan Origination, Finance
Education
Johnson & Wales University 1990 — 1994
UC Berkeley January 2012 - Present
Home Savings of America February 2010 - August 2011
Wachovia Bank October 2006 - March 2008
World Savings Bank 2000 - 2006
World Savings January 1987 - January 1998
Education
John F. Kennedy University 1996 — 1998
MA, Management
Saint Mary's College of California 1992 — 1994
BA, Management
Wells Fargo Bank 2006 - 2013
LaSalle Bank / ABN Amro 2005 - 2006
Integra Bank 2001 - 2005
Wachovia Bank 2000 - 2001
Wachovia Bank 1995 - 2000
PNC Bank 1991 - 1995
Skills
Loans, Credit, Commercial Banking, Commercial Lending, Finance, Corporate Finance, Small Business Lending, Banking, Credit Analysis, Financial Analysis, Portfolio Management, Management, Risk Management, Underwriting, Credit Risk, Loan Origination
Education
Indiana University - Kelley School of Business 1988 — 1991
B.S., Finance
Carmel High School
Carmel High School
The Home Depot June 1998 - Present
Wachovia Bank May 1993 - June 1998
General Electric Aerospace July 1990 - April 1993
Education
Howard University 1985 — 1992
BBA, Information Systems
Howard University 1985 — 1990
BBA, Management Information Systems
(APEX Systems) TIAA-CREF May 2014 - July 2015
(MiScource, Inc) Capital One Bank July 2013 - May 2014
Wells Fargo August 2012 - July 2013
Wells Fargo May 2005 - August 2012
Wachovia Bank September 2003 - May 2005
Wachovia Bank June 2002 - September 2003
Wells Fargo June 2000 - June 2002
Wachovia Bank January 1999 - June 2000
Rockingham Memorial Hospital 1995 - 1999
Skills
Unix, Servers, Security, IIS, Network Design, Cisco Technologies, TCP/IP, Checkpoint, Solaris, Disaster Recovery, Enterprise Software, Computer Security, PHP, Web Applications, Networking, Oracle, Troubleshooting, Firewalls, Tomcat, Leadership, Apache, MySQL, F5 BigIP, Red Hat Linux, VPN, Active Directory, Windows Server, Network Security, VMware ESX, DNS, Load Balancing, VMware, Virtualization
Education
James Madison University 1990 — 1993
Prince George High School
Metro North Community Development Corporation May 2011 - Present
OneJax 2006 - December 2011
CDLA Services, Inc. January 1995 - May 2011
Beaver Street Enterprise Center 2006 - 2010
Renaissance Behavioral Health Services 1985 - 2010
Hands on Jax (formerly Volunteer Jacksonville) 2005 - 2008
First Coast Black Business Investment Corporation July 1995 - September 2007
Leadership Jacksonville 2003 - 2004
Jackson Hewitt Tax Service 1996 - 2000
Wachovia Bank December 1980 - December 1994
Skills
Loans, Financial Analysis, Strategic Planning, Non-profits, Team Building, Fundraising, Community Outreach, Public Speaking, Grant Writing, Leadership Development, Customer Service, Event Planning, Public Relations, Organizational..., Media Relations, Government, Coaching, Marketing, Research, Budgets
Education
Jacksonville University 1984 — 1986
MBA, Business Admnistration
University of Georgia - Terry College of Business 1970 — 1973
BBA, Banking and Finance
Suncoast Schools FCU October 2010 - Present
Mary Kay Inc. April 2008 - Present
Wachovia Bank February 2003 - October 2010
Skills
Skin Care, Cosmetics, Customer Service, Training, Banking, Time Management, Sales, Marketing, Teamwork, Social Networking, Event Planning, Beauty Industry, Outlook, Microsoft Word
Education
Indiana University-Southeast 1995 — 1996
Jeffersonville High School 1974 — 1979
Wells Fargo Bank January 2009 - Present
Wachovia Bank May 2004 - Present
IBM 2000 - 2004
Techna Digital 1995 - 1999
Education
Regional Computer Center (RCC) 1995 — 1996
PGDCA Computer Science & Application
Jadavpur University 1992 — 1994
Masters, Economics
First Capital Bank May 2011 - Present
First Citizens Bank April 2003 - May 2011
Wachovia Bank August 2001 - April 2003
Bank of America July 1990 - August 2001
First American Bank February 1986 - July 1990
Skills
Small Business, Loans, Banking, Commercial Banking, Commercial Lending, Underwriting, Credit, Mortgage Lending, Risk Management, Small Business Lending, Portfolio Management, Wealth Management, Credit Analysis, Management, Financial Analysis, Consumer Lending
Education
James Madison University 1982 — 1985
BBA, Marketing, Economics
Virginia Polytechnic Institute and State University 1981 — 1982
Stonewall Jackson High School
Thomas Jefferson Adult and Career Education August 2005 - Present
James Madison University January 2004 - June 2006
Wachovia Bank December 1993 - October 1998
Skills
Public Speaking, Adult Education, Teaching, Curriculum Design, Coaching, Customer Service, Staff Development, Team Building, Strategic Planning, Microsoft Office, Event Planning, Volunteer Management, Community Outreach, Research, Program Development, Training, Editing, Sales, Team Leadership, Leadership Development
Education
James Madison University 2000 — 2004
MS Ed, Human Resources Development
Virginia Polytechnic Institute and State University 1979 — 1983
Bachelor of Science (BS), Education
Wells Fargo Home Mortgage May 2012 - Present
Chase February 2010 - June 2012
Wachovia Bank October 2008 - October 2009
Countrywide Bank April 2005 - September 2008
Washington Mutual Bank January 1997 - January 2005
First Union Bank January 1994 - January 1997
Skills
Customer Relations, Credit, Customer Service, Excel, Word, Coaching, Microsoft Word, Microsoft Excel, Leadership, Banking, Credit Analysis, Event Planning, Financial Analysis, Loans, Mortgage Lending, Portfolio Management, Operations Management, Risk Management, Sales, Process Improvement, Finance, Business Development, Visio, Refinance, Management, Loan Origination, Training, Customer Satisfaction, Team Building
Education
Nova Southeastern University 2010 — 2011
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Jacksonville University 2006 — 2009
B.S, Business Development & Leadership
Dream Home Brokerage, LLC 2007 - Present
ReMax Suburban 2004 - 2007
Citibank April 2003 - November 2004
Wachovia Bank 1998 - 2003
Bridgeview Bank Group 1995 - 1998
Skills
Short Sales, Real Estate, First Time Home Buyers, REO, Foreclosures, Sellers, Investors, Listings, Property, Buyers, Brokerage, New Homes, Contract Negotiation, Investment Properties, Loans, Property Management, Investments, Mortgage Lending, Leases, Selling
Education
Iowa State University 1994 — 1994
University of Illinois at Chicago
Wells Fargo June 2011 - Present
Wachovia Bank September 2007 - June 2011
Wachovia, A Wells Fargo Company March 1990 - September 2007
Education
Jacksonville University 2005 — 2007
Masters, MBA
Carlisle & Gallagher Consulting Group June 2013 - Present
Wells Fargo - Wholesale Technology Services July 2010 - May 2013
Wells Fargo May 2009 - July 2010
Wachovia Bank September 2008 - May 2009
Wachovia Bank June 2007 - 2008
Bank of America October 2005 - June 2007
A.G. Edwards February 2000 - September 2005
Deutsche Financial Services November 1998 - January 2000
CompUSA October 1997 - November 1999
Eastern Washington University October 1994 - November 1996
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Business Process, MS Project, Data Warehousing, Project Management, Integration, Software Documentation, User Acceptance Testing, Project Planning, Access, Systems Analysis, Compliance, Testing, Financial Risk, Change Management, Requirements Management, Visio, Banking, Risk Management, Process Improvement, Analysis, Management, Business Requirements, Business Process..., Governance, Leadership
Education
Iowa State University - College of Business 1981 — 1984
BBA
Cambria Consulting PrincipalKrisann Davis ConsultingFebruary 2000 - November 2011
Wachovia Bank 2000 - 2007
Wachovia 1993 - 2000
Wachovia Bank 1993 - 2000
Skills
Executive Coaching, Emotional Intelligence, Succession Planning, Organizational..., Leadership, Workshop Facilitation, Career Development, Personal Development, Management Development, Organizational..., Change Management, Leadership Development, MBTI, Executive Development, Instructional Design, Culture Change, Training, Talent Management, 360 Feedback, Coaching, Performance Management, Team Building, Organizational Design, Conflict Resolution, Employee Engagement, Career Counseling, Performance Improvement, Onboarding
Education
Institute of Transpersonal Psychology
M.A., Psychology
University of Kentucky
Bachelors, Communication
California State University, Fullerton August 2012 - August 2014
Indiana University August 2008 - May 2011
Indiana University August 2006 - May 2008
Public Health and Science Department, Wake Forest University Baptist Medical Center October 2004 - May 2005
Targacept, Inc. May 2004 - August 2004
Wachovia Bank January 2004 - February 2004
Skills
Data Analysis, Teaching, Research, Statistics, Economics, Microsoft Office, Policy Analysis, Analysis, Qualitative Research, Microsoft Excel, Stata, Lecturing, Higher Education, Empirical Research
Education
Indiana University Bloomington 2006 — 2012
Doctor of Philosophy (Ph.D.), International Trade and Economic Development
Indiana University Bloomington 2006 — 2008
Master of Arts (M.A.), Economics
Salem College 2001 — 2005
Bachelor’s Degree, Economics and Mathematics
Budhanilkantha School
Cambridge Advanced Level, Economics and Mathematics
Wachovia Bank February 2006 - August 2008
AmSouth Bank September 2004 - February 2006
Wells Fargo Financial February 2003 - September 2004
Spinnaker February 1999 - December 2001
Education
Jacksonville State University 1998 — 2002
BS, Computer Science Minor in Marketing
Wells Fargo February 2010 - Present
Wachovia Bank July 2008 - February 2010
The Breeze JMU Student Newspaper - Advertising Sales Dept. 2006 - 2008
Skills
Banking, Financial Analysis, Loans, Portfolio Management, Credit, Finance, Credit Risk
Education
James Madison University 2004 — 2008
Essex High School
Walmart May 2011 - Present
CSC 2011 - 2013
Infosys August 2005 - May 2011
Infosys Technologies Ltd July 2005 - May 2011
Gap Inc. January 2011 - April 2011
Wachovia, A Wells Fargo Company January 2010 - December 2010
Wachovia, A Wells Fargo Company August 2009 - December 2010
Wachovia Bank October 2007 - December 2010
Wachovia, A Wells Fargo Company October 2006 - December 2010
Skills
XML, EDI, FTP, HTML, MySQL, Linux, AS2, EDI mapping, Global Delivery, Testing, PL/SQL, Quality Center, User Acceptance Testing, Test Planning, System Testing, Test Director, QTP, Regression Testing, Quality Assurance, Manual Testing, ClearQuest, DB2, Test Cases, Requirements Analysis, Unix, Software Quality..., VBScript, Test Strategy, Visual Basic, Unix Shell Scripting, Business Analysis, Scripting, Waterfall, Agile, Oracle SQL, SQL, Shell Scripting, Release Management, Integration, Software Configuration..., MS Project, Black Box Testing, CMMI, System Integration..., Java, Hummingbird, Defect Tracking, Defect Life Cycle, Project Coordination, Project Documentation
Education
Uttar Pradesh Technical University 2001 — 2005
B Tech, Electronice Engg
Jawaharlal Nehru Vishvavidyalaya
GE Capital August 2008 - Present
Citi August 2007 - August 2008
Citigroup 2007 - 2008
Mercantile Bank June 2006 - April 2007
Mercantile Bank July 2005 - June 2006
Wachovia Bank November 2002 - July 2005
VyStar Credit Union September 2001 - November 2002
TRW Systems Incorporated May 2000 - June 2001
VEropulos DOOEL August 1999 - May 2000
Education
Jacksonville University 2002 — 2004
MBA, Business Administration
Univerzitet 'Sv. Kiril i Metódij' vo Skopje 1995 — 2000
Bachelor's, Financial Accounting
Canon Business Process Services, Inc. January 2011 - Present
Miles Technologies May 2008 - June 2011
Wachovia Bank May 2007 - May 2008
Hertz Local Edition March 2003 - March 2007
OPTAx Systems 2001 - 2002
The Smartport.com Inc August 1999 - June 2001
Skills
Project Management, Business Intelligence, Business Analysis, Management, Visio, Team Leadership, Process Improvement, Leadership, Business Development, Sales, Databases, Online Marketing, Analysis, Vendor Management, Program Management, Business Process..., Cloud Computing, Integration, Enterprise Software, Lean Six Sigma, CRM, Information Technology, Networking
Education
Jack Welch Management Institute 2015 — 2017
Master of Business Administration
Ithaca College 1995 — 1999
B.A., Computer Science
Wells Fargo Bank 2009 - Present
Wachovia Bank January 2007 - January 2009
Education
John Carroll University 1984 — 1988
BSBA, Business - Marketing
Wachovia Bank August 2006 - Present
BNP Paribas July 2001 - August 2006
Education
Queen City Bible College 2009 — 2013
Bachelors of Biblical Studies
Iona College 1990 — 1995
Bachelor of Science, Humanities
Wells Fargo 2004 - Present
Wachovia Bank July 2004 - December 2008
Principal Financial Group June 1999 - June 2004
Skills
ACH, Banking, Business Analysis, Business Process..., Cash Management, Commercial Banking, Electronic Payments, Financial Analysis, Financial Modeling, Financial Services, Internet Banking, Management, Mergers, New Business Development, Payment Systems, Payments, Portfolio Management, Pricing, Process Improvement, Product Development, Product Management, Project Management, Relationship Management, Retail Banking, Risk Management, Sales, Selling, Treasury Management, Treasury Services, Working Capital...
Education
John Brown University 2006 — 2011
Master of Business Administration (M.B.A.)
John Brown University 1988 — 1992
Bachelor's degree, Accounting
Wachovia Bank September 2006 - Present
JPMorgan Chase January 2001 - September 2002
Prudential Financial June 1999 - December 2000
Skills
Financial Analysis, Financial Modeling, Forecasting, Finance, Analysis, Portfolio Management, Investments, Valuation
Education
University of Rochester - Simon Business School 1994 — 1996
MBA
Howard University 1989 — 1993
BBA, Finance, International Business
Univest Bank and Trust Co. October 2008 - Present
Wachovia Bank September 1972 - December 2007
Skills
Credit, Loans, Wealth Management, Commercial Banking, Commercial Lending, Financial Services, Financial Risk, Mortgage Lending, Banking, Business Development, Portfolio Management, Retail Banking, Asset Based Lending, Small Business, Cash Management, Small Business Lending, Investments, Commercial Mortgages, Executive Management, Asset Managment, Consumer Lending, New Business Development, Risk Management, Strategic Financial..., Underwriting, Finance, Mutual Funds, Loan Origination, Credit Risk, Cross Selling, Due Diligence, Financial Analysis, Credit Analysis, Sales Management, Valuation, Relationship Management, Mortgage Banking, Retirement Planning, Insurance, Investment Advisory, Lines Of Credit, Mergers & Acquisitions, Real Estate Financing, Retirement, Business Planning, 401k
Education
Indiana University of Pennsylvania 1968 — 1972
BS, Business Managment
Stonier Graduate School of Banking 1980 — 1983
PNC Bank February 2012 - Present
PNC Bank January 2009 - February 2012
National City Bank December 2007 - December 2008
National City Bank 2006 - December 2007
Wachovia Bank September 1995 - May 1998
Skills
Credit, Underwriting, Credit Analysis, Commercial Lending, Corporate Finance, Credit Risk, Banking, Commercial Banking, Portfolio Management, Loans, Financial Analysis, Learning Management, Training
Education
Indiana University Bloomington 1991 — 1995
Bachelors, Finance
US Tech Solutions Sr Software Developer
Wachovia Bank March 2008 - April 2009
Merrill Lynch April 2007 - February 2008
Education
Indira Gandhi National Open University 1998 — 1999
Osmania University 1995 — 1999
Wachovia Bank Certified Nursing AssistantArcadia Developmental CenterApril 2008 - July 2008
Alexandria Care Center January 2008 - April 2008
Education
Ivy Tech Community College 2006 — 2008
certified nursing assisitant program
Wachovia Bank July 2007 - December 2012
Avon Products Inc. July 1984 - November 2004
Skills
Small Business, Sales, Real Estate, Customer Service, Public Speaking, Selling, Strategic Planning, Leadership, Team Building, Credit, Budgets, Training
Education
Isothermal Community College 1980 — 1982
Basic Law Enforcement Training
Marion-McDowell High 1968 — 1972
Peak Health Solutions February 2014 - Present
Centra Health March 2005 - February 2014
Stay at home dad 2002 - 2005
Wachovia Bank 2002 - 2003
Anthem 2001 - 2002
Randolph College 1998 - 2000
Skills
SQL, CPC, EMR, Healthcare Information..., EHR, Visio, Visual Paradigm, MS Project, McKesson STAR, Business Process..., Systems Analysis, ICD-10, CPT, HPF, Healthcare, Software Documentation, Data Analysis, HIPAA, Security+, Microsoft Excel, Microsoft Access, Microsoft SQL Server, Access, Medical Records, Medical Billing, Hospitals, Medical Coding
Education
University of Illinois Springfield 2009 — 2012
M.S., Management Information Systems, GPA 3.8 out of 4.0
James Madison University 1995 — 1998
Bachelor of Business Administration (B.B.A.), Management, Graduated cum laude
PNC Bank February 2012 - Present
PNC Bank January 2011 - February 2012
Comerica Bank November 1987 - October 2010
Wachovia Bank October 1983 - November 1987
Skills
Business Analysis, Banking, Business Strategy, Cash Management, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Credit Risk, Executive Management, Financial Analysis, Financial Modeling, Financial Services, Loans, Management, Mergers, Mobile Payments, Payments, Portfolio Management, Product Management, Public Speaking, Relationship Management, Risk Management, Sales, Sales Management, Treasury, Treasury Management, Vendor Management
Education
Indiana University Bloomington 1977 — 1979
MBA, Finance
University of Notre Dame 1973 — 1977
BA, Economics
UST Global May 2014 - Present
Sodexo January 2013 - May 2014
Gabrielle Hurtt, Independent Recording Artist May 2010 - May 2014
Sodexo August 2009 - January 2013
Parkhurst Dining Services December 2008 - August 2009
Wachovia Bank May 2006 - June 2008
Skills
Client/server, JSP, MVC Architecture, J2EE Web Services, SDLC, JDBC, Basic HTML, Servlets, Sales, Invoicing, HACCP, Supervisory Skills, Customer Service, Training, Leadership, Event Management
Education
Johnson & Wales University 2003 — 2007
Bachelor's degree, Restaurant/Food Services Management
Johnson & Wales University Charleston 2003 — 2005
Associates in Applied Science, Baking and Pastry Arts
Wells Fargo June 2007 - Present
SunTrust Bank August 2005 - June 2007
Wachovia Bank February 1998 - August 2005
Skills
Banking, Risk Management, Loans, Portfolio Management, Credit Risk, Commercial Lending, Consumer Lending, Commercial Real Estate, Underwriting, Commercial Banking, Mortgage Lending, Credit Analysis, Loan Origination, Credit, Small Business Lending, Financial Analysis, Real Estate
Education
Jacksonville University
Bachelor of Business Administration (B.B.A.)
Citi October 2013 - Present
Wells Fargo Advisors February 2012 - November 2013
Wells Fargo Bank July 2009 - February 2012
Wachovia Bank July 2009 - January 2011
UBS Private Wealth Management June 2008 - August 2008
Skills
Wealth Management, Retirement Planning, Investments, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Investment Management, Financial Advisory, Insurance, Fixed Annuities, Securities, Life Insurance, Strategic Financial..., High Net Worth..., Finance
Education
Indiana University - Kelley School of Business
Bachelor of Science, Business; Finance, 3.7 GPA
Tel Aviv University 2008 — 2009
Finance and Economics
Ameriprise Financial Services, Inc. June 2013 - Present
Merrill Lynch October 2007 - June 2013
Wachovia Bank April 2004 - October 2007
State Farm 1998 - 2005
State Farm 1998 - 2005
Education
James Madison University - College of Business 1990 — 1992
B.B.A., Finance
TD Bank June 2014 - Present
Sterling National Bank December 2012 - June 2014
Capital One December 2010 - December 2012
Wells Fargo October 2004 - November 2010
Wachovia Bank 2005 - 2010
Skills
Small Business Lending, Consumer Lending, Credit, Financial Services, Branch Management, Branch Banking, Commercial Lending, Credit Analysis, Commercial Banking, Relationship Management, Loans, Coaching, Banking, Mortgage Lending, Retail Banking, Mortgage Banking, Loan Origination, Cross Selling
Education
Iona College 2001 — 2004
BBA, Management and Information Systems
ACS Group April 2013 - Present
Guilford Technical Community College July 2011 - Present
Guilford Technical Community College August 2005 - July 2011
Wachovia Bank September 1988 - February 2002
Education
UNC-Greensboro 2004 — 2007
MA
Indiana University Bloomington 1980 — 1982
Religious Studies
Indiana Wesleyan University 1976 — 1979
BA, Philosophy & Religion
Fuqua School of Business, Duke University
Certificate
Innova Exams, Inc. July 2009 - Present
YOLO Gruup Properties, LLC June 2012 - Present
Wachovia Bank October 2005 - October 2008
Skills
Physician Practice..., Physician Relations, Medical Billing, Organizational..., Workers Compensation, Physicians, Claims Management, Orthopedic, Psychiatry
Education
Indiana University Bloomington 1996 — 2000
BS, Management
Empire Electronic Corp September 2010 - Present
Slaton Properties, LLC August 2007 - Present
Georgia Perimeter College Foundation September 1990 - Present
Ga Association of Educators March 1998 - March 2009
Wachovia Bank 1986 - 2007
Atlanta Area Council Boy Scouts of America June 1976 - October 1986
Skills
Business Development, K-12, Higher Education, Fundraising, Real Estate, Commercial Real Estate, Retail, Property Management, Public Speaking, Non-profits, Strategic Planning, Start-ups, Investment Properties, Marketing, Small Business, Negotiation, Finance, Customer Service, Budgets, Team Building, Contract Negotiation, Leadership, Disposition, Real Estate Transactions, Leadership Development, Selling, Residential Homes, Recruiting, Community Outreach, Entrepreneurship, Leases, Affordable Housing, Real Estate Economics, Research, Training, Nonprofits, Investments, Location Intelligence, Corporate Real Estate, Sellers, Foreclosures, Brokerage, Short Sales, Real Estate Development, Investors, Apartments, Due Diligence, Real Estate Financing, First Time Home Buyers, Tenant
Education
Jackson State University 1973 — 1976
BS, Social Work
Tensator, Inc. January 2015 - Present
PSEGLI August 2013 - October 2014
People's United Bank June 2012 - January 2013
RBS Citizens April 2011 - June 2012
Sovereign Bank January 2010 - April 2010
JPMorgan Chase September 2008 - October 2009
JPMorgan Chase September 2006 - August 2008
Wachovia Bank July 2005 - August 2006
Goodwill Industries, Inc May 2005 - June 2005
PFP Insurance May 2000 - November 2004
Skills
Credit, Banking, Customer Service, Management, Leadership, Retail Banking, Loans, Commercial Banking, Finance, Sales, Insurance, Microsoft Office, PowerPoint, Investments, Public Speaking, Mortgage Lending, Call Centers, Sales Management
Education
State University of New York Empire State College 2010 — 2013
Bachelor of Science, Business Administration and Management, General
Hudson Valley Community College 1993 — 1995
Associates of Arts, Individual Studies
Mosaic Design and Build April 2009 - Present
Four Brothers Carpentry May 2008 - April 2009
Self Employed November 2007 - May 2008
Commercial and Treasury Services February 2006 - November 2007
SunTrust Bank July 2005 - February 2006
Wachovia Bank December 2003 - July 2005
SunTrust Bank November 2002 - November 2003
General Employment September 1997 - November 2002
Education
South Lakes High School
Calhoun Community College
James Madison University
Northern Virginia Community College
Webster Bank January 2013 - Present
Wells Fargo January 2004 - January 2013
Wells Fargo Bank NA January 2004 - January 2013
Wachovia Bank January 2004 - January 2013
Wachovia Bank NA January 2004 - January 2013
Wachovia, A Wells Fargo Company January 2004 - April 2012
Regional Bank February 2006 - August 2011
Washington Mutual Bank, FA October 2001 - December 2003
CB Bank October 1997 - September 2001
The Bank of New York November 1975 - September 1997
Skills
Banking, Commercial Banking, Credit, Mortgage Lending, Small Business Lending, Loans, Lines Of Credit, Commercial Lending
Education
American Institute of Banking
Advanced Degree
Iona College
Economics
Sacramento Superior Court September 2015 - Present
New York & Company October 2012 - September 2015
New York & Company September 2014 - January 2015
Howard University January 2006 - October 2013
Howard University May 2005 - January 2006
Wachovia Bank August 2004 - May 2005
Skills
Research, Non-profits, PowerPoint, Customer Service, Microsoft Office, Outlook, Microsoft Word, Data Entry, Microsoft Excel, Student Financial Aid, Editing, Administrative..., Nonprofits, Training, Management, Student Affairs, Higher Education, Analysis
Education
Howard University 2006 — 2009
MSW, Social Work
Howard Univerisity 2001 — 2004
BS, Psychology
Sacramento City College 1997 — 2000
Associate of Science (A.S.), Math, Science and Engineering
John F. Kennedy High School 1995 — 1997
Compton High
York Traditions Bank December 2007 - Present
Wachovia Bank August 2005 - November 2007
Fulton Bank January 2005 - August 2005
Skills
Customer Service, Banking, Client Acquisition, Small Business Lending, Volunteer Leadership
Education
Indiana University of Pennsylvania 1983 — 1987
Bachelor of Science, Business
Federal Home Loan Bank of Atlanta October 2008 - Present
Credit Suisse June 2006 - February 2008
E*TRADE Financial 2008 - 2008
Wachovia Bank January 2002 - May 2006
Skills
Credit, Financial Analysis, Financial Services, Loans, Management, Analysis, SDLC
Education
Indiana University of Pennsylvania 1996 — 2000
BA, Journalism
Opus Capital Markets Consultants LLC 2013 - 2014
JPMorganChase 2009 - 2012
PHH Mortgage 2009 - 2009
Wachovia 2008 - 2008
JPMorgan Chase 2008 - 2008
American Brokers Conduit 2006 - 2007
Valley Bank 2006 - 2006
Resource Mortgage Solutions 2004 - 2006
Wachovia Bank 2000 - 2004
JPMorgan Chase 1989 - 1999
Skills
Mortgage Banking, Mortgage Lending, Residential Mortgages, Loans, Banking, Mortgage Servicing, Refinance, Mortgage Underwriting, Customer Service, Due Diligence, Investors, Home Equity Loans, Funding
Education
Jacksonville University
Bachelor's degree, Business Administration with a major in Business Management
London Central High School
Diploma
Self employed October 2011 - Present
Altegrity, Inc September 2008 - October 2011
WACHOVIA BANK June 2007 - September 2008
FREDDIE MAC March 1999 - February 2007
IBM October 1998 - March 1999
MAHER & BROWN November 1996 - October 1998
ERNST & YOUNG, LLP January 1995 - August 1996
NATIONAL COUNCIL ON COMPENSATION INSURANCE, INC January 1992 - January 1995
FOSTER HIGGINS & COMPANY, INC January 1989 - January 1991
Hughes Aircraft Company January 1987 - January 1989
Education
Howard University School of Law 1980 — 1983
JD, Tax and Securities Law
Howard University 1976 — 1980
B.A. Degree, Political Science
JPMorgan Chase February 2007 - Present
JPMorgan Private Bank February 2007 - Present
Wells Fargo December 2005 - February 2007
Wachovia Bank December 2005 - February 2007
ING DIRECT January 2005 - December 2005
ING DIRECT January 2005 - December 2005
Skills
FINRA Series 7, FINRA Series 63, Microsoft Office, Banking, Finance, Loans, Financial Services, Credit, Securities, Fixed Income, Mutual Funds, Mortgage Lending, Private Banking, Cross Selling, Accounting, Underwriting, Financial Analysis, Investment Management, Sales, Risk Management, Small Business, Tax, Investments
Education
Indiana University Bloomington 1998 — 2001
81 Credit Hours Completed, General Studies
Indiana University
Bachelor of Arts
Bob Muller Income Tax 2012 - Present
Aflac January 2013 - April 2015
Bank of America 2007 - 2011
Wachovia Bank April 2004 - June 2007
JPMorgan Chase May 1990 - March 2004
Skills
Management, Sales Management, Sales Process, Operations Management, Banking, Loans, Mortgage Lending, Finance, Leadership, Sales, Asset Management, Customer Satisfaction, Process Improvement, Team Building, Call Centers, Customer Retention, Team Leadership, Business Analysis, Customer Service
Education
NYU SCPS 2007 — 2011
Certificate Degree, Project Management
Iona College 1998 — 2002
Bachelor of Science (BS), Mass Communication/Media Studies
Wachovia Bank 2001 - 2007
Bank of America July 1999 - June 2001
Education
Hudson County Community College 2009 — 2010
Certification, Hospitality and Recreation Marketing Operations
McNair High School 1993 — 1997
High School, Dipolma
Child Find International October 2014 - Present
Marke Insurance Company 1998 - 2012
Wachovia Bank March 1993 - August 1998
Continental Insurance Company October 1984 - October 1992
Home Insurance Company September 1981 - October 1992
Virginia Mutual Insurance Company May 1978 - August 1981
Skills
Microsoft Excel, Microsoft Word, Filing, Accurate Data Entry, Insurance, Data Entry, Administrative..., Invoicing, Lotus Notes, Telephone Skills, Risk Management, Property & Casualty..., Customer Service, Spreadsheets, Access, Outlook, Underwriting, Microsoft Office, Policy, Financial Analysis
Education
J Sargeant Reynolds Community College 1976 — 1977
Henrico High School
Wells Fargo September 2009 - Present
Wachovia Bank May 2001 - September 2009
First Union National Bank November 1989 - May 2001
Mellon Bank November 1988 - November 1989
First Citizens Bank May 1983 - July 1985
Education
Indiana University Bloomington 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
North Carolina State University 1977 — 1982
Bachelor of Arts (BA), Business Administration and Management, General
Harmony Bank April 2015 - Present
TD June 2013 - February 2015
Wells Fargo April 2009 - June 2013
Wachovia Bank January 2006 - April 2009
Wachovia Bank July 2003 - January 2006
Wachovia Bank January 2001 - July 2003
First Union September 1998 - January 2001
Skills
Mortgage Banking, Loans, Mortgage Lending, Loan Origination, Credit, Commercial Lending, Banking, Portfolio Management
Education
Indiana University of Pennsylvania
Bachelor of Science (BS), Accounting