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
HomeSmart Realty January 2015 - Present
Wells Fargo Home Mortgage February 2009 - January 2014
Wachovia Bank 2007 - 2008
Skills
Mortgage Lending, Loans, FHA, Refinance, Mortgage Banking, Loan Origination, Residential Mortgages, Credit, VA loans, FHA financing, USDA, Credit Analysis, Banking, Underwriting, Investments, Commercial Lending, Consumer Lending, Government Loans, First Time Home Buyers, Reverse Mortgages, Commercial Mortgages, Mortgage Underwriting
Education
Arizona State University 2012 — 2014
Language Interpretation and Translation
Freelance Contractor January 2004 - Present
Closets By Design September 2013 - November 2014
Floor and Decor April 2012 - September 2013
Wachovia Bank October 2005 - October 2009
Shekinah Glory Tabernacle June 2004 - August 2005
Skills
Interior Design, Residential Homes, Textiles, Interior Architecture, Customer Service, Telephone Skills, Space-planning, Event Planning, Microsoft Word, Drawing, Kitchen & Bath Design, Illustrator, Sketching, Architectural Drawings, Design Research, Microsoft Excel, Space planning, Furniture, Residential Design, Hand Drafting, Adobe Creative Suite
Education
Art Institute of Atlanta 2010 — 2011
Associate of Arts (A.A.)
Clayton State University 2002 — 2004
Associate's Degree, Drafting and Design
Landmark Realty Group June 2014 - Present
Marty Jones Realty February 2006 - June 2014
RE/MAX Summit Properties March 2005 - June 2014
Macon Bank April 2004 - January 2006
Wachovia Bank June 1990 - April 2004
Skills
Short Sales, Real Estate Transactions, First Time Home Buyers, Real Estate, Listings, New Home Sales, Buyer Representation, Foreclosures, Loans, Sellers, Property, Single Family Homes, Residential Homes, Relocation, Vacation Homes, Condos, Real Property
Education
Appalachian State University 1985 — 1990
BSBA, Economics
Appalachian State University 1985 — 1990
Bachelor of Business Administration (B.B.A.), Economics
RJR
RJR
RJR
Fannie Mae December 2014 - Present
Advance Auto Parts October 2008 - December 2014
Wachovia Bank July 2006 - October 2008
Wachovia Bank 2006 - 2008
Lowe's Companies, Inc. 1998 - 2005
Skills
PHP, Information Security, Computer Security, Perl, CISSP, Network Security, Security, Application Security, Incident Response, Cisco Technologies, Disaster Recovery, DNS, Enterprise Architecture, TCP/IP, Vulnerability Management, VMware, Computer Forensics, Software Development, Servers, VPN, Unix, Networking, Active Directory, Security Architecture..., Firewalls, Troubleshooting, System Administration, Windows Server, Incident Management, Virtualization, Data Center, Penetration Testing, Integration, Network Administration, Network Architecture, ITIL, IT Management, Linux, Information Technology, Information Security...
Education
Appalachian State University 1992 — 1997
B.S. (2), Computer Science and Mathematics Education
First Community Bank of South Carolina April 2012 - Present
Capital Bank April 2007 - April 2012
Wachovia Bank November 2000 - April 2007
Skills
Commercial Mortgages, Loans, Banking, Commercial Lending, Small Business Lending, Credit Analysis, Commercial Banking, Finance, Investment Properties, Commercial Real Estate, Relationship Management, Construction Loans, Financial Services, Small Business
Education
Appalachian State University 1991 — 1995
NorthgateArinso September 2009 - February 2013
Convergys September 2008 - July 2009
Wachovia Bank April 2006 - August 2008
Aon Hewitt / Exult February 2001 - March 2006
Weyerhaeuser October 1984 - February 2001
Skills
Offshoring, Integration, SAP, Process Improvement, Business Process..., IT Service Management, Project Management, Shared Services, Outsourcing, IT Strategy, Vendor Management, Information Technology, Business Analysis, Disaster Recovery, HRIS, Change Management, ERP, Leadership, ERP Implementations, SDLC, Data Center, BPO, Business Intelligence, Mergers, Program Management, Business Process, Management, Professional Services, Software Project..., PeopleSoft, Oracle, Human Resources, Team Leadership, Strategic Planning, IT Management, Service Delivery, Automation, Requirements Analysis, Start-ups, Software Development, Analysis, Governance, Mergers & Acquisitions, PMO, ITIL, IT Outsourcing, Business Transformation, PMP, Data Migration, Project Portfolio...
Education
Arkansas State University
BS
Ruby Tuesday July 2011 - October 2012
Global Spectrum July 2011 - November 2011
The Free Library of Philadelphia October 2009 - July 2011
The Olive Garden November 2007 - May 2009
Starbucks September 2005 - September 2007
Wachovia Bank September 2005 - September 2006
Burger King Corporation August 2002 - May 2004
Skills
Team-oriented, Flexable, Reliable, Dependable Team Player, Professional appearance..., Computer/Technical..., Highly personable, Quick & Eager Learner, Customer Service, Event Management, Food, Friendly Personality, Phone Etiquette, Cash Handling Experience, Always Punctual, Fast-paced, Organized Multi-tasker, Highly detail oriented, Motivated self-starter, Cashiering, Social Skills, Positive Personality, Highly motivated..., Close Attention to..., Highly responsible, Oral, Interpersonal..., Critical Thinking, Cash Register, Highly Dedicated, Clerical Skills, Receptionist Duties, Highly Ambitious, Great communications..., Detailed Organization, High Organizational..., Highly Reliable, Self-motivated..., Work Well Independently, Learning Quickly, Telephone Skills, Fax, Goal Oriented, Patience, Enthusiasm to learn, Always Willing to Learn, Customer-focused Service, People-oriented, Diligent, Organization
Education
Art Institute of Philadelphia 2009 — 2012
Pending, Fashion Marketing
La Roche College 2004 — 2005
none, Dance
University City High School 2000 — 2004
Diploma, Dance
Verizon May 2010 - Present
Wachovia/Wells Fargo June 2007 - June 2009
Wachovia Bank 1998 - 2007
Skills
Process Improvement, Call Center, Strategy, Vendor Management, Business Analysis, Account Management, Cross-functional Team..., Strategic Planning, Sales Operations, Customer Experience, Program Management, Financial Services, Business Development, Employee Training, Selling, Solution Selling, Recruiting, Financial Analysis, Team Building, Team Leadership, Operations Management, Customer Service, Leadership, Project Management, New Business Development
Education
Art Institute of Pittsburgh 1983 — 1985
Photography/Multimedia, Associates
Wells Fargo Home Mortgage October 2014 - Present
Wells Fargo Home Mortgage October 2013 - October 2014
Wells Fargo Home Mortgage November 2011 - October 2013
Wachovia Bank August 2010 - November 2011
Wells Fargo June 2010 - August 2010
Skills
Underwriting, Accounting, Risk Management, Banking, Financial Analysis, Financial Reporting, Finance, Strategic Financial..., Corporate Finance, Credit, Portfolio Management, Loans
Education
Appalachian State University 2005 — 2010
Bachelor of Science (B.S.), Finance and Banking, Certificate in Financial Planning
RBC Bank May 2013 - Present
RBC Bank (Georgia), N.A. July 2012 - May 2013
PNC, formerly RBC Bank (USA) August 2009 - July 2012
Special Counsel October 2008 - March 2009
Womble Carlyle August 1999 - February 2004
Wachovia Bank July 1997 - July 1999
Skills
Due Diligence, Editing, Management, Real Estate, Recruiting, Microsoft Office, Contract Negotiation, Customer Service, Public Speaking, Event Planning, Loans, Program Management, Marketing, Negotiation, Sales, Software Documentation, Training, Legal Writing, Commercial Real Estate, Banking, Corporate Governance, Legal Research
Education
ABA National Compliance School 2015 — 2015
Deposit Compliance and Program Management Modules
Appalachian State University 1992 — 1995
BS, Communications - Journalism
Pfeiffer University 1990 — 1992
Treasury Strategies, Inc. February 2014 - Present
Treasury Strategies, Inc. September 2013 - January 2014
The RWC Group May 2013 - August 2013
Brink’s January 2013 - April 2013
Brinks, Inc. 2011 - 2012
Brink's, Inc. 2007 - 2010
Fifth Third Bank 2005 - 2007
Bank of America 2004 - 2004
Wachovia Bank 1991 - 1997
Skills
Cash Management, Banking, Payments, Executive Management, Product Management, Product Strategy, P&L Management, Strategy Development, Pricing, Treasury Management, Product Development, Operations Management, Sales Management, Mergers & Acquisitions, Strategy, Cross-functional Team..., Process Improvement, Competitive Analysis, Business Strategy, Business Planning, Business Process..., Treasury, Portfolio Management, Business Development, Sales Operations, Risk Management, Team Building, New Business Development, Forecasting, Contract Negotiation, Leadership, Financial Analysis, Business Analysis, Financial Services, Strategic Planning, Business Intelligence, Vendor Management, CRM, Change Management, Strategic Partnerships, Outsourcing, Electronic Payments, Sales, Relationship Management, Marketing Strategy, Six Sigma, Finance, Analysis, Management, Management Consulting
Education
Appalachian State University 1987 — 1991
Bachelor of Science (B.S.), Political Science and Economics
Wachovia, A Wells Fargo Company January 2010 - Present
Wachovia Bank June 2004 - January 2010
Wachovia Bank August 1998 - May 2004
Wachovia Bank March 1998 - July 1998
Wachovia Bank December 1996 - April 1998
Bruce Alan Bags 1994 - 1996
Skills
Leadership, Training, Project Management, Banking, Customer Service, Process Improvement, Business Analysis, Time Management, Risk Management, SharePoint, Security, Requirements Analysis, Employee Benefits, Team Leadership, Recruiting, Financial Services, Loans
Education
Appalachian State University 1990 — 1995
B.S., Communications, Public Relations & Marketing
Appalachian State University 1990 — 1995
BS, Communication
Actuarial Management Resources November 2014 - Present
B.L. Sizemore & Associates, Inc. October 2013 - Present
E & K Logistics, Inc. July 2014 - November 2014
Truliant Federal Credit Union May 2012 - September 2013
Truliant Federal Credit Union June 2011 - May 2012
Family Dollar April 2011 - June 2011
Wachovia (Bank June 2010 - March 2011
Dillards Department Stores September 2009 - June 2010
JCPenney December 2008 - September 2009
Gallins Foods Inc July 2007 - February 2008
Skills
Customer Service, Word, PowerPoint, Microsoft Office, Customer Relations, Financial Analysis, Social Media, Retail, Problem Solving, Inventory Management, Banking, Sales, Consumer Lending, Deposits, Credit, Loans, Loan Origination, Credit Unions, Credit Analysis, Mortgage Lending, Finance, Loan Servicing, Management, Microsoft Word, Payroll
Education
Robert B. Glenn High School 1997 — 2001
Appalachian State University
Winston-Salem State University
Exercise Science; Health, Exercise Science Major; Physical Education, Recreation; Dance
SageView Advisory Group April 2009 - Present
HRH Investment Advisors January 2007 - March 2009
SunTrust Bank 2001 - 2006
Wachovia Bank 1995 - 1999
Skills
Retirement, Retirement Planning, Retirement Plan..., Defined Benefit, Defined Contribution, Series 6, Securities, Financial Advisory, Financial Services, Investment Advisory..., FINRA, 403 b, 401k, Fiduciary, Series 63
Education
Appalachian State University 1994 — 1995
MBA, Business Administration
Meredith College 1989 — 1993
Bachelor of Science (B.S.), Business Management
Catalyst Commercial Group May 2008 - Present
Charles Schwab July 2000 - May 2010
Wachovia Bank January 1997 - July 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Arizona State University 1990 — 1994
Bachelor of Science (B.S.), Finance, General
Utah Valley University 1988 — 1990
GSA South Carolina March 2012 - Present
WESTERN & SOUTHERN FINANCIAL August 2010 - October 2011
CAROLINA FIRST BANK October 2002 - March 2010
Kiwanis Club 2002 - 2004
WACHOVIA BANK May 1997 - September 2002
WAL-MART STORES, INC June 1988 - May 1997
Skills
Team Leadership, Sales Management..., Sales Execution, Selling Skills, Overcome Objections, Probing, Retail Banking
Education
Appalachian State University 1984 — 1988
Bachelor of Science, Business Administration; Management; Marketing
Myers Park High School 1981 — 1984
Hewitt Analytics, LLC. November 2012 - July 2013
Wells Fargo 2009 - 2011
Wachovia Bank 1998 - 2008
Bank of America October 1993 - October 1998
Network Computing Corporation (Utilities Billing) 1990 - 1992
AGDATA, 1989 - 1990
Systems Associates Inc. (Healthcare Systems) 1986 - 1989
Pro-Law Systems (Law Firm Automation Systems) 1984 - 1986
Skills
Strategic Technology..., Organizational..., ITService Management, ITIL Certified, ITIL Metrics..., Process Lifecycle..., Process Development, Process Management, Process Engineering, Process Improvement, Program Management, Team Management, Organizational Change, CMMI, Enterprise Architecture, Enterprise Frameworks, Enterprise-level..., LEAN Six Sigma Certified, Six Sigma, Metrics, Change Management, IT Strategy, SDLC
Education
Appalachian State University
BS, Mathematics (Computer Science)
Davidson College
BA, Philosophy
FranNet March 2013 - Present
RBC Bank June 2009 - March 2012
RBC Bank August 2005 - June 2009
Wachovia Bank 2002 - 2005
Skills
Loans, Commercial Banking, Retail Banking, Leadership, Executive Management, Franchising, Team Building, Credit, Financial Analysis, Banking, Finance, Investments, Portfolio Management, Sales Management, Strategy, Small Business Lending, Credit Analysis, Business Development, Commercial Lending
Education
Appalachian State University 1990 — 1992
Bachelor of Science (BS), Business
Louisburg College 1988 — 1990
Associate of Arts (A.A.)
WSFCS December 2014 - Present
Appalachian State University March 2009 - Present
WSFCS April 2008 - March 2009
Wachovia Bank March 2004 - December 2006
RJ Reynolds 1984 - 2003
RJ Reynolds Tobacco Company 1984 - 2003
Education
Appalachian State University 1978 — 1982
BSBA, Information Systems
Ally Financial Inc. October 2014 - Present
Bank of America August 2010 - September 2014
Wells Fargo June 2007 - July 2010
Wachovia, A Wells Fargo Company February 2004 - May 2007
Wachovia, A Wells Fargo Company January 2004 - January 2004
Wachovia Bank December 2003 - December 2003
Skills
Risk Management, Business Intelligence, Troubleshooting, Business Process..., Management, Leadership, Project Management, Portfolio Management, Banking, Financial Services, Credit, Financial Risk, Business Analysis, Financial Analysis, Finance
Education
Appalachian State University 1999 — 2003
Bachelor of Science, Business Administration in Information Systems
Wells Fargo June 2009 - Present
Pinepatch Christmas Trees January 1998 - Present
Wachovia Bank November 2004 - June 2009
Wachovia Bank March 2000 - October 2004
Wachovia May 1998 - February 2000
Wachovia Bank June 1997 - May 1998
Wachovia Bank October 1995 - June 1997
Wachovia Bank January 1995 - October 1995
Wachovia Bank June 1994 - December 1994
Skills
Commercial Banking
Education
Appalachian State University 1990 — 1994
Bachelor of Science, Management and Marketing
MetLife February 2015 - Present
LPL Financial June 2013 - January 2015
Compass Group July 2011 - March 2013
Wells Fargo Bank February 2005 - October 2010
The Home Depot February 2007 - October 2009
Wachovia Bank June 2004 - February 2005
Claremont Restaurant Group- LLC April 2001 - May 2004
Skills
Access, Accounting, Payroll, Auditing, 401k, Audit, SAP, Workbrain, SharePoint, Visio, 401k Rollovers, Account Reconciliation, Finance, Budgets, Accounts Payable, Human Resources, Analysis, Process Improvement
Education
Winthrop University 2010 — 2015
MBA, Finance
Appalachian State University 1996 — 2000
BSBA, Marketing / Hospitality Management
Eastside 1993 — 1996
Wells Fargo October 2009 - Present
Wachovia Bank June 2007 - October 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Event Planning, Project Management, Budgets, Vendor Management, Salesforce.com, SharePoint, Strategic Planning, Data Analysis, Time Management, Business Analysis, Program Management, Management
Education
Appalachian State University 2002 — 2006
English, Sociology
o2kl May 2014 - Present
Anthem, Inc. May 2012 - January 2014
Echo Media January 2004 - May 2012
Echo Media July 2002 - December 2003
Wachovia Bank September 1998 - November 2001
Wachovia Bank June 1998 - August 1998
Skills
Text Messaging, Mobile Marketing, Media Planning, Marketing Strategy, Social Media Marketing, New Media, Advertising, Strategic Planning, Advertising Sales, Marketing, B2B, Product Marketing, CRM, Online Advertising, Integrated Marketing, Direct Marketing, Lead Generation, Email Marketing, Marketing Communications, Digital Marketing
Education
Appalachian State University 1994 — 1998
BS, Communications/Journalism
University of California, Office of the President 2010 - Present
Unisource Solutions 2009 - 2010
Wachovia Bank October 2006 - June 2008
World Savings August 1996 - September 2006
CG Consultants April 1996 - July 1996
World Savings March 1989 - March 1996
World Savings March 1984 - March 1989
Skills
Access, Data Warehousing, Business Intelligence, SQL, Project Management, SharePoint, COBOL, Crystal Reports, Database Design, DB2, Unix, Business Objects, ETL, Data Analysis, Testing
Education
Arizona State University 1978 — 1982
BS, Business Administration, Management
Creative Office Environments February 2010 - Present
LandAmerica 2008 - February 2010
LoanCare Servicing Center 2003 - 2008
Wachovia Bank 1993 - 2002
Skills
Financial Reporting, Forecasting, Project Management, Management, Accounting, Financial Analysis, Budgets, Analysis, Risk Management, Strategic Planning, Finance
Education
Appalachian State University 1996 — 1999
MBA, Business Administration
Wake Forest University 1988 — 1992
BS, Accounting
Wilmington Trust February 2007 - Present
Wachovia Bank August 2004 - January 2007
JPMorgan Chase November 1992 - August 2004
US Trust August 1983 - November 1991
Skills
Asset Managment, Trust Services, Wealth Management, Portfolio Management, Mutual Funds, Trust Management, Asset Management, High Net Worth..., Asset Allocation, Estate Planning, Wealth Management..., Investment Advisory, Alternative Investments, Securities, Investment Management
Education
The George Washington University 1977 — 1979
BA
Arcadia University 1975 — 1977
Ingram Micro October 2012 - Present
Toshiba TEC USA October 2011 - October 2012
Toshiba TEC USA June 2010 - October 2012
Wachovia Bank 2006 - 2008
Skills
Cold Calling, Salesforce.com, Sales, Sales Management, Direct Sales, Sales Process, Relationship Management, New Business Development, Business Development, Sales Presentations, Customer Service, Solution Selling, Mortgage Lending, Sales Force Development, Qualifying Prospects, Cross-functional Team..., Selling
Education
Arizona State University 1998 — 2002
BS, Biology
Walgreens June 2011 - Present
Walgreens June 2011 - Present
Highwoods Properties June 2008 - February 2011
Wachovia Bank August 2001 - June 2008
Southern Community Bank and Trust April 2000 - February 2001
Education
Appalachian State University 1986 — 1989
BSBA, Finance, Economics, Banking and Real Estate
Community Reach Center February 2011 - Present
Savio House September 2009 - January 2011
Wachovia Bank January 2003 - January 2008
Skills
Referrals, Business Development, Spanish, Customer Service, Microsoft Office, Family Therapy, Couples Work, Early Childhood..., Play Therapy, Functional Family..., Grant Writing
Education
University of Denver 2005 — 2008
Master of Social Work, Marriage and Family Therapy
Arizona State University 1997 — 2001
B.S. Economics/B.A. Political Science
City of Philadelphia June 2009 - Present
CJG Management Concepts, LLC December 2007 - June 2009
Wachovia Bank 2005 - 2008
PNC Bank 2002 - 2005
Key Bank November 1995 - December 2001
Skills
Leadership, Management Consulting, Strategic Planning, Public Speaking, Management, Mergers & Acquisitions, Policy, Small Business, Financial Analysis, Team Building, Program Management, Leadership Development, Banking, Sales Management, Organizational..., Executive Management, Business Strategy, Training, Budgets, Entrepreneurship
Education
Walden University 2011 — 2015
PhD Candidate, Leadership and Organizational Change
Antioch University Midwest 2001 — 2003
MA, Management
University of Cincinnati
BA, Management
BB&T July 2015 - Present
BB&T November 2011 - July 2015
Southern Community Bank & Trust May 2009 - November 2011
Wachovia Bank October 2004 - November 2008
AXA Advisors November 2002 - September 2004
Skills
Credit, Underwriting, Banking, Financial Analysis, Risk Management, Cash Flow, Portfolio Management, Loans, Finance, Credit Risk, Consumer Lending, Commercial Banking, Mortgage Lending, Small Business Lending, Retail Banking, Lines Of Credit, Credit Analysis
Education
Appalachian State University
University of Phoenix
B.S., Business / Finance
Myers Tire Pro's Inc. February 2010 - Present
Hewitt Associates 2008 - March 2009
Hewitt Associates 2006 - 2008
Wachovia Bank 1998 - 2006
Wachovia Corporation 1997 - 2006
Lowe's Home Improvement 1987 - 1997
Lowe's Home Improvement Corporate Office 1987 - 1997
Skills
SDLC, Employee Benefits, PeopleSoft, Payroll, Process Improvement, Vendor Management, Visio, Change Management, Business Analysis, CRM, Accounting, Human Resources, Recruiting, Management, Integration, Leadership, Analysis, Onboarding, Data Analysis, Requirements Analysis, Applicant Tracking..., Talent Management, Customer Service, Accounts Payable
Education
Appalachian State University
B.S.B.A., Information Systems
Caldwell Community College and Technical Institute
Associate Arts, Business
Wells Fargo Bank June 2012 - Present
Appalachian State University 2008 - Present
Wells Fargo Bank December 1993 - June 2012
Wachovia Bank June 2000 - September 2007
Education
Pfeiffer University 1999 — 2002
MBA
Appalachian State University 1989 — 1993
BS, Public Relations
Gainesville High School
CAPTRUST 2007 - Present
Citigroup Global Markets 2005 - 2007
Citigroup Global Markets 2004 - 2004
LarsonAllen 2000 - 2003
Wachovia Bank 1999 - 2000
Skills
Fixed Income, Corporate Finance, Trading, Asset Allocation, Series 7, Investments, Asset Management, Mutual Funds, Alternative Investments, Series 63, Investment Advisory, Portfolio Management, Wealth Management, Investment Strategies, Investment Management
Education
Appalachian State University
BSBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
Avid Technology January 2015 - Present
SilkRoad technology January 2011 - February 2014
SilkRoad technology 2007 - 2010
BB&T 2006 - 2007
Aon 2004 - 2006
Inmar 2003 - 2004
Wachovia Bank January 1998 - January 2002
Wachovia Bank January 1996 - January 1998
Wachovia Bank January 1995 - January 1996
Troy Humphrey Motorsports 1996 - 1996
Skills
Software Documentation, Process Improvement, Analysis, Product Management, Data Analysis, Management, Project Planning, Business Process, Business Requirements, Quality Assurance, Salesforce.com, SaaS, Testing, Human Resources, Enterprise Software, Training, Account Management, Leadership, CRM, Marketing, Sales Operations
Education
Appalachian State University 1993 — 1995
Bachelor of Science (BS), Concentration in Advertising
Appalachian State University 1993 — 1995
BS, Communications; Advertising
Surry Community College 1991 — 1993
Associate of Arts, and Sciences
Cannon Financial Institute Trust Operations School
CSOP, Certified Securities Operations Professional
North Stokes
North Stokes
T-Mobile October 2012 - Present
Ikon Financial Group June 2013 - August 2014
Wells Fargo November 2009 - October 2012
Wachovia bank November 2007 - November 2009
Bonefish Grill October 2005 - October 2007
Hooters of America October 2001 - October 2005
Skills
Small Business Lending, Mortgage Lending, Lines Of Credit, Loans, Home Equity Lines of..., Series 63, Credit, Consumer Lending, Commercial Lending, Series 6, Management, Leadership, Multi-unit, Mortgage Banking, Banking, Relationship Management, Retail Banking, Cross Selling, Loan Origination, Residential Mortgages, Business Relationship..., FHA, Financial Advisory, Credit Cards, Notary Public, Fleet Management, Mobile Phone Industry, Executive Coaching, Salesforce.com, VA loans, Cold Calling, Customer Experience, Sales Process, Team Building, Customer Satisfaction, Sales, Training, Inventory Management, Sales Management, Customer Service, Strategic Planning
Education
Georgia State University - J. Mack Robinson College of Business 1995 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Armstrong Atlantic State University 1993 — 1995
Photography
Insurance / Bail Bonds June 2008 - Present
United Estates Navy June 2000 - Present
Wachovia Bank March 2005 - December 2008
Skills
Property and Casualty..., Surety License, Bilingual-Spanish, Sales, Sales, Sales!!!, PowerPoint, Data Entry, Team Leadership, Access, Organizational..., Outlook, Employee Training, Financial Services, Time Management, Critical Thinking, Supervisory Skills, Office Management, Conflict Resolution, Office Administration, Supervisory Experience, Team-oriented, Supervising, Teamwork, Microsoft Office 2007, Customer Satisfaction
Education
Arkansas State University
"AS" Business Management.
Miami Dade Community College
"AA", "Associate in Arts Degree"
Wells Fargo April 2012 - Present
Wells Fargo May 2000 - April 2012
Wachovia Bank November 1999 - April 2000
Wachovia Bank June 1987 - November 1999
Skills
Team Leadership, Information Technology, Project Management, Management, Developers, Budgets, Business Strategy, Customer Service, HR Policies, Contract Negotiation, Outsourcing, Organization, Quality Management, Disaster Recovery, Employee Engagement, Hiring Employees, Systems Analysis, Leadership, Business Analysis, Enterprise Architecture, SDLC, Vendor Management, Risk Management, Program Management, System Administration, IT Strategy, Process Improvement, Business Process..., Software Project..., Requirements Gathering, IT Management, Requirements Analysis, Banking, Change Management, Analysis, Treasury Management, Financial Services, Strategy, Application Architecture, Software Development, Governance, Business Requirements, Integration, Project Portfolio..., PMO, PMP, Payments, SharePoint
Education
Appalachian State University 1983 — 1987
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
Newport Group April 2012 - Present
Clark Consulting August 2010 - April 2012
Clark Consulting January 2008 - August 2010
Wachovia Bank February 2004 - December 2007
AXA Equitable 2002 - 2004
Skills
Series 7, Banking, Investments, Mutual Funds, Financial Analysis, Retirement Planning, Portfolio Management, Mortgage Lending, Strategic Financial..., Relationship Management, Retirement, Insurance, Life Insurance, Employee Benefits, Investment Advisory, Account Management, Financial Advisory, Investment Strategies, Alternative Investments, Microsoft Excel, Financial Reporting, Credit, Wealth Management, Risk Management, Financial Risk, Credit Risk, Asset Allocation, Financial Services, Series 63, Finance, Securities, Series 6, 401k, CRM, Capital Markets, Leadership, Credit Analysis, Sales, Bonds
Education
SNL Center for Financial Education 2015 — 2015
Bank Portfolio Management
SNL Center for Financial Education 2014 — 2014
Understanding Debt Capital Markets
SNL Center for Financial Education 2013 — 2013
Fundamentals of Bank Credit Analysis
The American College 2011 — 2013
Chartered Financial Consultant
Appalachian State University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Deloitte February 2005 - Present
Wachovia Bank 2002 - 2005
Navigant Consulting 1995 - 2002
Skills
Due Diligence, Litigation Support, Fraud, Mergers & Acquisitions, Business Valuation, Corporate Governance, Forensic Accounting, Restructuring, Management Consulting, Internal Controls, FCPA
Education
Arizona State University 1978 — 1982
BS, Business
Nova Home Loans March 2012 - Present
W.J. Bradley Company July 2011 - March 2012
Nova Home Loans April 2010 - July 2011
W.J. Bradley Company October 2008 - July 2010
Wachovia Bank August 2007 - July 2008
Wachovia 2006 - 2008
Stone Creek Funding 2003 - 2007
Skills
Mortgage Lending, Loans, FHA, Refinance, Mortgage Banking, Banking, Short Sales, Loan Origination, USDA, VA loans, Residential Mortgages, Referrals, FHA financing, Certified Mortgage..., Reverse Mortgages, FHA Financing
Education
Arizona State University 1981 — 1985
Business, Business Managment
Mitchell High School 1976 — 1980
Ally Financial Inc. December 2010 - Present
Wells Fargo November 2009 - December 2010
Bank of America May 2009 - July 2009
Wachovia Bank September 2008 - February 2009
Wachovia Bank May 2007 - August 2008
Merchandising Corporation of America April 2006 - April 2007
Wachovia Bank June 2002 - April 2006
Information Architects April 1999 - April 2002
EDS Group January 1998 - April 1999
Moody’s Investors Service September 1992 - January 1998
Skills
Software Project..., Project Execution, Infra, Internet Product..., Business Process, System Architecture, Systems Analysis, Project Planning, Project Implementation, Technical Architecture, Technical Management, Technical Leadership, Program Management, MS Office Suite, Visio, MS Project, SDLC, Disaster Recovery, Waterfall, Vendor Management, Process Engineering, Business Analysis, Process Improvement, PMP, Resource Management, Application Development, Team Leadership, Requirements Analysis, Risk Management, IT Management, Cross-functional Team..., IT Strategy, Microsoft Office, Project Management, Data Center, CRM, Enterprise Software
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
MBA, Concentration in IT Management
Appalachian State University 1985 — 1989
BSBA, Computer Information Systems
Wells Fargo March 2012 - Present
Wells Fargo November 2010 - March 2012
Aerotek August 2009 - November 2010
SpringCM January 2009 - March 2009
United Way of Metropolitan Chicago May 2008 - July 2008
Fifth Third Bank July 2005 - March 2008
Wachovia Bank November 2003 - July 2005
Wachovia October 2000 - November 2003
Wachovia, A Wells Fargo Company 2000 - November 2003
Bank of America 1998 - 2000
Skills
Program Management, Project Management, Salesforce.com, Command Center, Process Improvement, Cash Management, Payments, Receivables, Change Management, Management, Product Development, Requirements Analysis, Requirements Gathering, Business Analysis, Product Management, Business Process, CRM, Cross-functional Team..., Risk Management, Leadership
Education
Appalachian State University
Bachelor of Science
North Carolina State University
Asheville High School
Cisco Systems March 2012 - Present
Genworth Mortgage Insurance January 2010 - June 2011
Modality November 2007 - January 2010
Credit Suisse June 2006 - November 2007
Wachovia Bank October 2004 - June 2006
Silent Uproar 2003 - 2006
Wachovia Securities July 2002 - October 2004
ClickCulture February 2001 - June 2002
WomenGamers.Com May 2000 - November 2000
Skills
Data Analysis, Copywriting, Copy Editing, Project Coordination, Excel, Windows, Mac, Customer Relations, Business Analysis, Content Management, Microsoft Excel, Visio, SQL, Software Documentation, Research, Customer Service, Process Improvement, User Experience, Project Management, Microsoft Office, Analysis, System Administration, Management, Dreamweaver, Photoshop, HTML, Marketing, Team Leadership, Social Networking, Team Management, Salesforce.com
Education
North Carolina State University 1998 — 2001
MA, Modern German History
Appalachian State University
BA, English Literature / German
Santander Bank March 2005 - Present
BANK OF AMERICA September 2001 - March 2005
Automated Financial Systems August 2000 - August 2001
WACHOVIA BANK January 2000 - June 2000
Wachovia Bank March 1999 - December 1999
Wachovia Bank February 1995 - November 1998
Wachovia Bank January 1994 - February 1995
Wachovia Bank March 1992 - January 1994
Hahnemann University Hospital February 1991 - March 1992
Pennsylvania Hospital February 1988 - January 1991
Skills
Cash Management, Banking, Treasury Management, Process Improvement, Financial Services, Training, Commercial Banking, Sales, Relationship Management, Customer Service
Education
La Salle University 1986 — 1990
BA, Sociology
Arcadia University
M Ed, Elementary Education
DSW Designer Shoe Warehouse September 2012 - Present
Wells Fargo March 2011 - September 2011
Wells Fargo September 2009 - March 2011
Wachovia Bank August 2006 - September 2009
YMCA Camp Silver Beach May 2002 - September 2005
Skills
Customer Satisfaction, Real Estate, PowerPoint, Customer Service, Sales, Outlook, Data Entry, Training, Microsoft Excel, Social Media
Education
Appalachian State University
Bachelor's of Science, Psychology
Grocery Store September 2012 - Present
Weddings by Brooke November 2008 - January 2010
California Budget Finance May 2005 - June 2008
Wachovia Bank September 2000 - April 2005
Skills
Research, Microsoft Office, Microsoft Word, Team Building, PowerPoint, Microsoft Excel, Customer Service, Photoshop
Education
Arizona State University 2010 — 2013
Bachelor of Arts (BA), Film/Cinema/Video Studies
Antelope Valley College 2005 — 2009
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Compuware March 2000 - Present
Compuware April 2013 - January 2015
Compuware June 2010 - April 2013
Compuware March 2000 - December 2010
Wachovia Bank March 1992 - March 2000
Douglas Battery Manufacturing Company 1988 - 1991
Skills
Technical Training, DB2, Customer Relations, Testing, Mainframe, Data Management, Solution Selling, Pre-sales, Requirements Analysis, Enterprise Software, Integration, Databases, Application Development, Software Sales, Team Leadership, Sales Support, Team Management, Cloud Computing, Enterprise Architecture, Professional Services, Sales Enablement, Software Industry, Customer Service, Account Management, Sales Operations, Software Development, Solution Architecture, Product Management, Oracle, XML, SaaS, z/OS, Microsoft SQL Server, Application Performance..., SDLC, SOA, Management, CRM, Software Project..., Salesforce.com, Business Analysis, Disaster Recovery, Data Warehousing, Data Center, IT Strategy
Education
High Point University 1989 — 1991
BS, Computer Information Systems
Appalachian State University 1979 — 1981
U S Army 2000 - Present
Koniag Development Corporation November 2008 - June 2011
Wachovia Bank March 2000 - August 2005
DC Army National Guard 2000 - 2005
DC Army National Guard 2000 - 2005
DC Army National Guard 2000 - 2005
Skills
PowerPoint, Problem Solving, Budget, Teamwork, Customer Service, Coordination, Event Planning, Administrative..., Logistics, Access, Banking, Budgets, Leadership, Finance, Program Management, Team Building, Government
Education
Anne Arundel Community College 2008 — 2013
Fayetteville Technical Community College 1991 — 1998
Merrill Lynch Wealth Management Banking Group October 2009 - Present
National City Mortgage June 2002 - December 2008
Wachovia Bank February 2008 - October 2008
National City Home Equity 2002 - 2008
Washington Mutual January 2000 - June 2002
Education
Scottsdale School of Real Estate 1998 — 1998
Loan Originating
Arizona State University
TD Bank Group February 2011 - Present
The South Financial Group June 2004 - June 2011
Citibank 2002 - 2004
Wachovia Bank 1987 - 2002
Education
Appalachian State University 1984 — 1987
MBA
University of North Carolina School of the Arts 1976 — 1979
BM, Classical Guitar
University of North Carolina at Chapel Hill 1969 — 1973
BA, Economics
Wachovia Bank PM3Wells Fargo2009 - Present
Wachovia 1998 - Present
Wachovia, A Wells Fargo Company 1997 - Present
Wells Fargo Bank 1989 - Present
Education
Appalachian State University 1978 — 1983
Shoreline, a Gemalto company November 2014 - Present
Elan Financial Services May 2013 - October 2014
Shoreline Business Solutions January 2008 - May 2013
Wachovia Bank December 2004 - January 2008
Wachovia Bank July 2002 - December 2004
Computer Education Services Corporation July 2001 - July 2002
PSI Net March 1999 - April 2001
Harcourt Health Science Publishers October 1994 - December 1998
Skills
Negotiation, Product Marketing, Customer Satisfaction, Sales Presentations, Merchant Services, Business Development, Lead Generation, Territory Management, Pre-Paid Cards, Visa Debit/Credit Card..., MasterCard Debit/Credit..., EMV Card Production, Credit Cards, EMV, Building Relationships
Education
Appalachian State University 1989 — 1993
BS, Communications, Marketing Minor
Cary High School 1984 — 1988
HS Diploma
Wells Fargo February 2011 - Present
Bank of North Carolina October 2008 - June 2010
Quizno's Franchise July 2005 - February 2010
Wachovia Bank March 2006 - October 2008
Skills
Payments, Cash Management, Banking, Electronic Payments, Commercial Banking, Risk Management, Treasury Services, Business Analysis, Strategic Planning, Treasury Management, Internet Banking, Financial Services, Portfolio Management, ACH, Credit, Relationship Management, Loans, Project Management, Financial Analysis, Product Management, Management, Financial Risk, Retail Banking, Credit Cards, Payment Systems
Education
Appalachian State University 1999 — 2002
MBA, Finance
Brigham Young University 1986 — 1991
BA, Theater Arts
TIAA-CREF April 2014 - Present
Bank of America January 2011 - Present
Bank of America (Collabera/Premier Alliance) October 2012 - April 2014
Signature Consultants July 2009 - November 2010
Bank of america April 2007 - March 2009
CSI Deleeuw 2009 - 2009
Wachovia April 2005 - February 2007
Wachovia Bank April 2002 - April 2005
Wachovia Bank May 2000 - April 2002
GMAC Insurance 1990 - 2000
Skills
Financial Analysis, Process Improvement, Financial Modeling, Banking, Budgets, Project Management, Analysis, Portfolio Management, Change Management, Finance, Risk Management, Credit, Access, New Business Development, Business Analysis, Negotiation, Financial Risk, Business Process..., Retail Banking, Strategic Planning, Leadership
Education
Appalachian State University 1996 — 1999
MBA, Finance
Appalachian State University 1986 — 1990
Master of Business Administration (MBA)
Wells Fargo September 2014 - Present
Aquesta Bank October 2006 - September 2014
SunTrust Bank May 2005 - October 2006
First Charter Bank February 2004 - May 2005
Wachovia Bank September 2002 - February 2004
First Union National Bank October 2000 - September 2002
DLJDirect July 1998 - September 2000
Skills
Commercial Lending, Portfolio Management, Financial Analysis, Business Relationship..., Credit Analysis, Loan Origination, Deposits, Lines Of Credit, Refinance
Education
Appalachian State University 1992 — 1996
Wells Fargo August 2007 - Present
Wachovia Bank July 2001 - August 2007
Wachovia August 1996 - May 2001
Education
Appalachian State University 1987 — 1991
Wachovia October 2007 - Present
Wachovia Bank 2007 - Present
Hewitt Associates November 2005 - October 2007
Wachovia June 1999 - November 2005
Education
Appalachian State University
B.S., Business Education
PNC Investments October 2013 - Present
Fidelity Investments April 2012 - October 2013
Fidelity Investments August 2011 - April 2012
Fidelity Investments May 2010 - July 2011
Fidelity Investments November 2007 - May 2010
Wachovia Bank November 2005 - October 2007
The University of North Carolina at Greensboro August 1999 - October 2005
Education
Appalachian State University 1993 — 1999
BS, Communication
Bank of America August 2011 - Present
Bank of America March 2010 - July 2011
Bank of America September 2008 - February 2010
Bank of America March 2007 - August 2008
Bank of America February 2005 - March 2007
The Newport Group February 2004 - February 2005
Duke Energy January 2000 - December 2003
Wachovia Bank June 1996 - December 1999
Skills
Product Management, E-commerce, Management, Product Marketing, SDLC, Project Management
Education
Appalachian State University 1991 — 1996
BSBA, Accounting/Computer Information Systems
Boston Continuing Ed
Summit Technologies, Inc. June 1997 - Present
Pepsi Bottling Group October 1996 - June 1997
Wachovia Bank August 1990 - October 1996
Education
Appalachian State University 1984 — 1986
BSBA, Management Information Systems
Capital One June 2014 - Present
everis 2012 - December 2013
Carlisle & Gallagher Consulting Group 2011 - 2012
TIAA-CREF 2005 - 2010
Wachovia Bank 2003 - 2004
Wachovia Bank 2001 - 2003
American Express 1999 - 2001
Skills
Program Management, Process Improvement, CRM, Strategy, Enterprise Software, IT Strategy, Global Delivery, PMO, Business Process..., Project Portfolio..., Integration, Business Analysis, Enterprise Architecture, Leadership, IT Transformation, Vendor Management, Technical Project..., Business Transformation, SDLC, Governance, PMP, Management Consulting, Software Project..., Business Intelligence, Management, Analytics, Business Process, Consulting, Outsourcing, Business Process..., ITIL, Bilingual ( Spanish,..., Offshore Delivery..., IT Management, Agile Project Management, Building Relationships, Agile Methodologies, IT Infrastructure, Project Management, SaaS, Cloud Computing, SOA, Big Data, Requirements Analysis, Solution Architecture, Requirements Gathering, Information Technology, Project Delivery, Payments, IT Governance
Education
University of Phoenix
MBA/TM
Arizona State University
Pontificia Universidad Católica Madre y Maestra
Bachelor of Engineering (B.Eng.)
Wells Fargo September 2010 - Present
Lowes Companies June 2006 - August 2010
Wachovia Bank January 2003 - June 2006
Skills
BMC Remedy, Vendor Management, Troubleshooting, ITIL, Incident Management, Process Improvement, Visio, Security, Active Directory, Business Analysis, AIX, SDLC, Executive Reporting, IT Management, Windows, IT Operations, Management, Project Management, IT Service Management, Windows 7, Hardware, Information Technology, Help Desk Support, Information Security, SharePoint, System Administration
Education
Appalachian State University 1997 — 2001
BSBA, Computer Information Systems
Realtor September 2001 - Present
Sunrise Bank of Arizona April 2012 - January 2013
Huron Consulting Group October 2009 - June 2011
Wachovia Bank March 2008 - July 2009
Arizona Bank & Trust 2006 - 2008
JP Morgan Chase 2002 - 2005
Skills
Credit, Credit Analysis, Commercial Lending, Loans, Portfolio Management, Underwriting, Real Estate, Mortgage Lending, Financial Analysis, Commercial Banking, Due Diligence, Risk Management, Financial Risk, Small Business Lending, Investment Properties, Banking, Disposition, FHA, Mortgage Banking, Loan Origination, Commercial Mortgages, Credit Risk, Loss Mitigation, Investments, Insurance, Real Estate Economics, Commercial Real Estate, First Time Home Buyers, Real Estate Financing, Negotiation, Residential Homes, Residential Mortgages, Loan Servicing, Short Sales, Foreclosures, Real Estate Transactions, REO, Refinance, Asset Management, Investors, Financial Structuring, Finance, Real Estate Development, Brokerage, Property Management, Property, Selling, Leases, Valuation, Sellers
Education
Arizona State University
BS, Finance
United States Military Academy at West Point
Wachovia Bank August 2006 - Present
Citizens Bank June 2004 - August 2006
Seton Hill University September 2005 - December 2005
Education
Arcadia University 2007 — 2008
M.B.A, International Business
Wachovia Bank VP, Business LogisticsWachovia Wealth Management2001 - Present
Skills
Banking, Commercial Lending, Credit, Credit Analysis, Financial Services, Financial Analysis, Loans, Management, Mortgage Lending, Portfolio Management, Retail Banking, Risk Management, Sales
Education
Appalachian State University 1988 — 1992
Novell January 2008 - Present
Wachovia Bank October 2000 - January 2008
Education
Appalachian State University
BS
Apex Systems October 2006 - March 2009
Wachovia Bank October 2002 - October 2006
Appalachian State University 2000 - 2002
Skills
Human Resources, Employee Benefits
Education
Appalachian State University 1999 — 2002
BS, Political Science
University of North Carolina at Charlotte 1999 — 1999
Wachovia Bank Communication ConsultantWells Fargo InvestmentsSeptember 2000 - Present
Ameriprise Financial 2004 - 2007
Skills
Time Management, Coaching, Strategic Planning, Relationship Management, Retirement, Financial Services, Microsoft Excel, Leadership, Team Leadership, Mutual Funds, Training, Customer Service, Management
Education
Metropolitan State University 2001 — 2006
Anoka Ramsey Community College 1995 — 2000
TIAA-CREF March 2014 - Present
Ally Financial Inc. April 2011 - Present
Wells Fargo Financial October 2009 - April 2011
BANK OF AMERICA March 2009 - October 2009
TIAA-CREF March 2008 - December 2008
WACHOVIA BANK May 2006 - March 2008
Work Software Systems May 2005 - May 2006
WACHOVIA BANK February 2002 - May 2005
Carolinas Healthcare System November 2001 - February 2002
TRIANGLE SYSTEMS, INC June 2001 - November 2001
Skills
Change Management, Project Delivery, Integration, Project Management, SharePoint, Agile Methodologies, Requirements Analysis, Software Documentation
Education
Appalachian State University 1993 — 1997
Bachelor of Science (BS), Communication
Montreat College 2006 — 2008
MBA
C&L Logistics February 2010 - Present
Trading Ford Baptist Church November 2009 - November 2010
Wachovia Bank May 2005 - July 2009
Skills
Customer Service, Budgets, Credit, Leadership, Microsoft Excel, Microsoft Office, Accounts Receivable, Accounts Payable, Microsoft Word, Outlook, PowerPoint, Public Speaking
Education
Southeastern Baptist Theological Seminary 2013 — 2014
Master of Theology (Th. M.)
Southeastern Baptist Theological Seminary 2009 — 2012
Master of Divinity (MDiv), Christian Ministry
Appalachian State University 2004 — 2008
B.S., Management
Wells Fargo June 2014 - Present
Wells Fargo Bank October 2009 - June 2014
Wachovia Bank April 2008 - October 2009
JPMorgan Chase June 2002 - April 2008
Skills
Wealth Management, Banking, Risk Management, Loans, Mortgage Lending, Commercial Banking, Process Improvement, Portfolio Management, Private Banking, Project Management, Project Planning, Sales Operations, Financial Statement..., Sales, Credit Analysis, Management
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
MBA, Finance and International Business
Arizona State University West 2004 — 2006
BA, Management and Leadership
YAM Capital May 2015 - Present
Bank of America January 2010 - April 2015
Wachovia Bank December 2007 - December 2009
Keystone Commercial Capital May 2007 - December 2007
GMAC Commercial Mortgage January 2005 - May 2007
Skills
Portfolio Management, Credit, Customer Service, Loan Origination, Real Estate, Underwriting, Loans, Commercial Real Estate, Mortgage Lending, Credit Analysis, Banking, Commercial Banking, Real Estate Transactions, Commercial Mortgages, Real Estate Economics, Real Estate Financing, Refinance, Commercial Lending
Education
Arizona State University, W. P. Carey School of Business 1997 — 2001
Finance, Bachelors of Science
Wells Fargo December 2013 - Present
Wells Fargo July 2010 - December 2013
Wachovia Bank February 2009 - July 2010
Wachovia January 2006 - February 2009
Wachovia March 2004 - January 2006
Wachovia October 2003 - March 2004
Skills
Risk Management, Internal Audit, Auditing, Banking, Internal Controls, Operational Risk..., Enterprise Risk..., Risk Assessment, AML, Operational Risk, Financial Services, Wealth Management, Risk Analysis, OFAC
Education
Cannon Financial Institute - Investment Management 2014 — 2015
Cannon Financial Institute - Trust Audit, Compliance & Risk Management 2011 — 2013
Appalachian State University 2002 — 2003
MBA
Appalachian State University 1998 — 2002
BSBA, Information Systems
First Citizens Bank November 2014 - Present
First Citizens Bank and Trust Company, Inc. August 2013 - October 2014
Wells Fargo April 2010 - July 2013
Wachovia Bank January 2008 - April 2010
Skills
Banking, Loans, Credit, Mortgage Lending, Financial Services, Commercial Banking, Insurance, Consumer Lending, Underwriting, Finance, Cross Selling, Private Banking, Estate Planning, Deposits, New Business Development, Portfolio Management, Small Business Lending, Wealth Management, Retirement Planning, Series 6, Relationship Management, Credit Analysis, Financial Planning, Asset Management, Wealth, Investments
Education
Iowa State University 2012 — 2014
Masters in Family and Consumer Sciences, Family Financial Planning
The Citadel 2006 — 2010
Masters in Business Administration
Appalachian State University 1998 — 2002
Psychology, Industrial/Organizational Psych
South State Bank April 2013 - Present
South State Bank February 2012 - April 2013
South State Bank May 2007 - January 2012
United Community Bank 2004 - 2007
Wachovia 2001 - 2004
Wachovia Bank 1995 - 2001
Skills
Banking, Commercial Banking, Risk Management, Credit, Finance, Mergers & Acquisitions, Financial Analysis, Cash Management, Credit Analysis, Corporate Finance
Education
Appalachian State University 1980 — 1984
BSBA, Accounting
Duke Energy Corporation August 2014 - Present
Duke Energy Corporation February 2013 - August 2014
Duke Energy May 2009 - February 2013
Wachovia Bank June 2006 - May 2009
Business Incubator at Asheville-Buncombe Technical Community 2005 - 2005
Skills
IT Audit, Sarbanes-Oxley Act, Internal Audit, CISA, Business Continuity, Information Security, Risk Management, Enterprise Risk..., Management, Information Security..., Data Analytics, Physical Security, Risk Assessment, NERC CIP, Process Improvement, CISSP, Internal Controls
Education
Appalachian State University 2002 — 2006
B.S.B.A., Computer Information Systems, Marketing
Wake Forest University September 2011 - Present
Wachovia Bank April 2005 - September 2011
Wachovia January 2002 - April 2005
Wachovia May 1998 - January 2002
Skills
Project Management, Project Planning, Mergers, Projects, Performance Management, Human Resources, Vendor Management, Risk Management, Business Process..., Project Portfolio..., MS Project, Program Management, Leadership, Management, Process Improvement, Team Leadership, Team Building, Business Analysis, Change Management, Training, Microsoft Office, Budgets
Education
High Point University 1999 — 2001
MBA, Management
Appalachian State University 1985 — 1989
BSBA, Management
Baptist Health January 2012 - Present
AR Department of Human Services November 2009 - January 2012
Verizon September 2008 - September 2009
Wachovia Bank December 2007 - July 2008
Alltel February 2005 - August 2007
Education
University of Arkansas at Little Rock 2003 — 2005
Bachelor of Science, Accounting
Arkansas State University 1996 — 2000
Bachelor of Science, Finance
Wells Fargo June 2002 - Present
Wells Fargo Investment & Fiduciary Services 1999 - Present
Wachovia Bank March 1993 - June 2002
Wachovia Bank February 1989 - March 1993
BB&T July 1980 - February 1989
Belk Stores Services June 1978 - July 1980
Skills
Investments, Financial Services, Risk Management, Banking
Education
Appalachian State University 1974 — 1978
Bachelor, Business Administration
Wells Fargo August 2012 - Present
Wachovia Bank March 2003 - Present
Skills
Credit Analysis, Portfolio Management, Philanthropy, Community Development, Program Management, Financial Education, Affordable Housing, Public Relations, Banking, Commercial Banking, Credit, Small Business Lending
Education
Appalachian State University
Bachelor of Science (BS), Mathematics
Appalachian State University
BSBA, Health Care Management
Bishop McGuinness High School
The Fidelity Bank March 2013 - Present
PNC March 2008 - February 2013
HSBC May 2004 - March 2008
Wachovia Bank November 2002 - May 2004
SunTrust Bank February 2001 - November 2002
Skills
Credit, Long-term Customer..., Small Business Lending, Consumer Lending, Mortgage Banking, Sales Management, Sales Process, Banking, Credit Analysis, Finance, Retail Banking, Sales, Commercial Banking, CRM
Education
Appalachian State University 1996 — 2000
BSBA, Management and International Business Minor
Wells Fargo September 1997 - Present
Wachovia Bank 1997 - Present
Education
Appalachian State University 1992 — 1997
MBA, CIS
J.P. Morgan July 2015 - Present
J.P. Morgan June 2013 - Present
JP Morgan November 2010 - May 2013
Citigroup June 2009 - November 2010
Bank of America September 2007 - December 2008
Wells Fargo April 2004 - September 2007
Wachovia Bank June 2003 - October 2005
Skills
Operational Risk, Change Management, Credit Risk, Basel II, Sarbanes-Oxley Act, COBIT, Information Security, Analysis, Internal Audit, Investment Banking, Information Technology, Management, Capital Markets, Internal Controls, Sarbanes-Oxley, SDLC, Risk Management, Vendor Management, Business Analysis, PMO, Program Management, Enterprise Risk..., Project Management, Process Improvement, Requirements Analysis
Education
Appalachian State University 2001 — 2003
B.S. Business Administration, Information Systems
Wells Fargo February 2015 - Present
Wells Fargo August 2009 - January 2015
Wells Fargo/Wachovia March 2006 - July 2009
Wachovia Bank December 2001 - March 2006
Education
Appalachian State University 1988 — 1992
BSBA, Finance
Cabarrus County ITS January 2015 - Present
Cabarrus County ITS July 2009 - Present
DNS eSolutions 2007 - 2010
Wachovia Bank October 2000 - July 2009
Skills
ASP.NET, VB.NET, jQuery, Sharepoint 2010, Laserfiche SDK, Sharepoint API, ASP, VBScript, SharePoint Designer, IIS, Android Development, CSS, JavaScript, Microsoft SQL Server, HTML 5, Northwoods Compass Pilot, Northwoods Compass..., SharePoint, Active Directory, Windows 7, CSS3, Database Design, Windows Server, Visual Studio, TFS, Web Applications, C#, Databases, Microsoft Exchange, SQL, .NET, Visual Basic, HTML, Visio, SSRS, Software Development
Education
University of North Carolina at Charlotte 2000 — 2002
B.S., Computer Science
Appalachian State University 1997 — 2000
Independent Consultant (self employed) June 2014 - Present
Volcafe Ltd. July 2012 - May 2014
SunEdison November 2011 - July 2012
Swissotel Nankai Osaka April 2010 - November 2011
BHP Billiton 2006 - 2009
American Crystal Inc. 2004 - 2006
State Street Bank 1999 - 1999
AXA Assistance 1995 - 1998
Wachovia Bank 1992 - 1992
Bank of Tokyo-Mitsubishi UFJ 1988 - 1991
Skills
USCPA, Financial Analysis, Financial Reporting, Internal Controls, Corporate Finance, Managerial Finance, Accounting, Forecasting, US GAAP, Strategic Financial..., Financial Accounting, Mergers, Financial Audits, Finance, Business Strategy, Due Diligence, Risk Management, Variance Analysis, Cash Management
Education
Thunderbird School of Global Management 1991 — 1992
MBA, Finance
Aoyama Gakuin University 1984 — 1988
BA, International Business
Dusseldorf Japanese School 1973 — 1975
Wells Fargo August 2011 - Present
Wells Fargo July 2010 - July 2011
Wachovia Bank May 2008 - July 2010
Wachovia Bank July 2005 - May 2008
Wachovia Bank May 2003 - July 2005
Wachovia Bank June 1993 - May 2003
Skills
Treasury Management, Cash Management, Product Management, Commercial Banking, Pricing, Banking, Payments, Treasury Services, Certified Treasury..., Electronic Payments, Treasury, Strategy, CRM, Portfolio Management, Credit, Risk Management, Competitive Analysis, Internet Banking, Financial Services, Financial Risk, Credit Cards, ACH, Leadership, Liquidity Management, Sales, Relationship Management, Merchant Services, Working Capital..., Management, Strategic Planning, FX Options
Education
Appalachian State University
Bachelor's Degree, Finance & Real Estate
GlaxoSmithKline March 2015 - Present
GlaxoSmithKline March 2012 - March 2015
GlaxoSmithKline March 2011 - March 2012
GlaxoSmithKline January 2003 - February 2011
GlaxoSmithKline February 2002 - December 2002
GlaxoSmithKline July 1998 - January 2002
BCBSNC June 1997 - July 1998
Wachovia Bank December 1991 - May 1997
Skills
Team Leadership, Communication, Analytical/Research, Managing Multiple..., Interpersonal, Planning and Organizing, Teamwork, Flexibility, Time Management, Information Security, ITIL, Project Management, Internal Audit, Auditing, Vendor Management, Strategy, Security, Business Process..., Change Management, IT Audit, Process Improvement, Cross-functional Team..., Management, Risk Management, Pharmaceutical Industry, Strategic Planning, Outsourcing
Education
The George Washington University
Master’s Certificate in Project Management
Appalachian State University 1987 — 1991
BSBA, Accounting
Wells Fargo 2009 - Present
wachovia 2007 - 2009
Wachovia Bank 2000 - 2006
Skills
Banking, Investment Banking, Financial Analysis, Treasury Management, Credit, Risk Management, Capital Markets, Credit Analysis, Financial Modeling, Credit Risk, Portfolio Management, Loans, Financial Risk, Fixed Income, Securities
Education
Arizona State University 1985 — 1986
BS, Accounting
Minnesota State University, Moorhead 1977 — 1981
North Dakota State University 1976 — 1981
Salem Academy and College April 2008 - Present
Wachovia Bank 2003 - 2006
Skills
Investments, Banking, Strategic Financial..., Risk Management, Financial Analysis, Nonprofits, Financial Modeling
Education
Wake Forest University School of Law 2000 — 2003
JD, Law
Appalachian State University 1992 — 1993
MS, Accounting
Campbell University 1988 — 1992
BBA, Accounting
York Real Estate, Inc. 2012 - Present
Century21 2013 - 2013
NewDominion Bank July 2010 - June 2012
CommunityOne Bank May 2009 - June 2010
Wachovia Bank February 2009 - April 2009
York & Associates Consulting, Inc. July 2004 - February 2009
BB&T February 1980 - July 2004
Skills
Loans, Real Estate, Commercial Lending, Foreclosures, Receiverships, Chapter 11 Case Trustee, Problem Loan Portfolio..., Portfolio Management, Banking, Commercial Mortgages, Property Management, Negotiation, Credit, Mortgage Lending, Underwriting, Credit Analysis, Commercial Real Estate, Small Business Lending, Asset Based Lending, Commercial Banking
Education
Appalachian State University 1970 — 1972
BSB, History Education
Ally Financial Inc. October 2014 - Present
Ally Financial Inc. November 2011 - October 2014
Ally Financial Inc. March 2009 - November 2011
Wachovia Bank June 2008 - March 2009
The Art Institute of Charlotte May 2006 - April 2008
Skills
Employee Relations, Onboarding, Human Resources, Applicant Tracking..., Management, Talent Management, Vendor Management, Talent Acquisition, Performance Management, Process Improvement, HR Policies
Education
Appalachian State University 2000 — 2004
BS, Communication
Asheville Savings Bank March 2014 - Present
Bank of the Ozarks April 2010 - February 2014
Paragon Commercial Bank October 2006 - February 2010
Wachovia Bank June 1997 - October 2006
Skills
Credit, Underwriting, Finance, Commercial Real Estate, CRM, Mergers & Acquisitions, Relationship Management, Refinance, Commercial Lending, Credit Analysis, Commercial Banking, Small Business Lending, Banking, Loan Origination, Mortgage Lending, Business Development, real estate appraising
Education
Appalachian State University 1995 — 1997
MBA, Finance
University of North Carolina at Wilmington 1986 — 1989
B.S., Business Administration
Wachovia, A Wells Fargo Company September 2012 - Present
Wachovia Bank 1996 - Present
Wells Fargo April 1996 - August 2012
Sara Lee 1979 - 1996
Sara Lee Direct 1979 - 1996
Hanesbrands Inc. 1979 - 1996
Skills
SDLC, Mainframe, Business Analysis, Requirements Gathering, PMO, Cross-functional Team..., Vendor Management, Enterprise Architecture, PMP, IT Management, Integration, Data Warehousing, Visio, Process Improvement, IT Strategy, Project Management, Software Project..., Project Portfolio..., Requirements Analysis, Resource Management, Change Management, Disaster Recovery, Program Management
Education
The University of Georgia 1973 — 1977
Mathematics
Appalachian State University 1970 — 1971
MA, Mathematics
Appalachian State University 1966 — 1968
BS, Mathematics
Gaston College 1964 — 1966
A.A.
BB&T May 2010 - Present
Wachovia, A Wells Fargo Company January 2009 - May 2010
Wachovia, A Wells Fargo Company March 1998 - December 2008
Wachovia Bank March 1997 - March 1998
Wachovia Bank December 1996 - March 1997
GMAC Insurance January 1995 - December 1996
Skills
Cisco Technologies, Troubleshooting, Networking, Switches, Vendor Management, Telecommunications, Data Center, VoIP, Process Improvement, Network Security, Information Technology, Incident Management, Management, WAN, IT Management, IT Service Management, System Administration, Network Monitoring Tools, Remote Monitoring, System Monitoring, Environmental Monitoring, Cisco Call Manager, Frame Relay, MPLS Networking, LAN-WAN, Threat Management
Education
Winston-Salem State University 1994 — 1996
Computer Information Systems, Information Systems, Information Technology, Business, Management
Appalachian State University 1990 — 1993
BS in MIS, Business, Information Systems, Information Technology
University of Phoenix March 2005 - Present
Central Piedmont Community College February 2010 - June 2012
Central Piedmont Community College November 2008 - February 2010
Wachovia Bank February 2008 - July 2008
Wachovia Bank December 2003 - March 2006
Solectron Corporation February 2001 - July 2003
Wachovia Bank October 1997 - February 2001
R J Reynolds Tobacco Company August 1976 - September 1992
Skills
Professional in Human..., Six Sigma Green Belt, Six Sigma, Microsoft Office, Leadership, Customer Service, Employee Relations, Human Resources, Management, Performance Management, Program Management, Training
Education
Central Piedmont Community College 2010 — 2011
Post-Baccalaureate Diploma, Paralegal, 4.0
Wake Forest University 1989 — 1991
MBA, Operations Management
High Point University 1984 — 1987
BA, Organizational Behavior, 3.73
Appalachian State University 1971 — 1975
BS, Accounting
Forsyth Technical Community College
AAS, Microcomputer Systems Technology, 4.0
S&N Communications, Inc. March 2012 - Present
Sonoco-CorrFlex, LLC July 2001 - September 2011
Stump & Stuff, Inc January 2000 - January 2001
Wachovia Bank January 1997 - January 2000
Inventory Auditors, Inc. January 1995 - January 1997
Skills
Microsoft Office, Troubleshooting, Lotus Notes, Microsoft Excel, Windows, Database Administration, Outlook, PowerPoint, Inventory Management, Networking, Visual Basic, Microsoft Word, Training, Automation, Consulting, Process Improvement, Databases, Integration, Account Management, Customer Service, Management
Education
Appalachian State University
English Literature
Forsyth Technical Community College
General College and Electronics
Russell Investments March 2013 - Present
Russell Investments January 2011 - March 2013
Russell Investments June 2003 - July 2011
EVERGREEN PORTFOLIO SERVICES October 2002 - June 2003
EVERGREEN PORTFOLIO SERVICES February 2001 - October 2002
Wachovia Bank March 2000 - February 2001
Wachovia Bank - Performance Measurement Group June 1998 - February 2001
Skills
Equities, Investments, Analysis, Asset Allocation, Trading, Financial Services, Mutual Funds, Finance, Financial Risk, Investment Banking, Asset Management, Investment Strategies, Portfolio Management
Education
Appalachian State University 1994 — 1998
BSBA, Finance, Management, Int'l Business
City of Gastonia June 2009 - October 2009
Wachovia Bank January 2006 - January 2009
Wachovia Bank January 2001 - January 2006
Wachovia Bank July 2002 - January 2005
North Carolina Department of Corrections January 2002 - May 2002
Courtyard by Marriott June 1997 - August 1998
Education
Appalachian State University
Bachelor of Science, Criminal Justice
Gaston College
Wells Fargo March 2014 - Present
Wells Fargo May 2008 - March 2014
Wachovia Bank 2007 - 2007
Education
Appalachian State University 2004 — 2008
Economics, Finance & Banking
Asheville Area Habitat for Humanity August 2014 - Present
Habitat for Humanity Charlotte July 2006 - July 2014
Wachovia Bank October 2005 - July 2006
Wachovia Bank January 2003 - October 2005
Wachovia Bank N.A. March 2002 - December 2002
Wachovia Bank December 2000 - March 2002
Wachovia Bank N.A. July 1999 - December 2000
Skills
Nonprofits, Fundraising, Event Planning, Public Speaking, Volunteer Management, Community Outreach, Microsoft Office, Leadership, Community Development, Program Development, Customer Service, Budgets, PowerPoint, Public Relations, Training, Social Media, Team Building, Microsoft Word, Coaching, Research, Non-profits, Grant Writing
Education
UNC Charlotte 2007 — 2014
B.S.B.A, Administration and Marketing
Appalachian State University 1995 — 1998
B.S. Health Promotion
Publicis Hawkeye December 2007 - Present
Wachovia Bank April 2004 - December 2007
Wachovia Bank August 2002 - April 2004
First Union Securities May 1999 - August 2002
Skills
Analysis, Banking, Financial Analysis, Management, Access, Finance, Microsoft Excel, Performance Management, Process Improvement, Retail, SQL, Sales, Team Building, Segmentation, Analytics, Data Analysis, Strategy, Database Marketing, Project Management, Marketing Strategy, SAS
Education
Appalachian State University 1995 — 1999
BSBA, Finance and Banking
Wachovia Bank
Skills
Banking
Education
ASA Institute of Business and Computer Technology
Aon Hewitt September 2011 - Present
TIAA-CREF May 2007 - April 2011
Helzberg Diamonds November 2006 - May 2007
Wachovia Bank January 2001 - January 2005
State Employees Credit Union March 2001 - October 2001
First Union National Bank January 1992 - January 1999
Skills
Banking, Training, Analysis, Management, Leadership, Call Centers, Human Resources, Time Management, Customer Service, Employee Benefits, Mergers & Acquisitions, Interviews, Internal Audit, Databases, Policy
Education
Appalachian State University 1997 — 2000
Bachelor of Arts
Select Staffing June 2012 - Present
Wells Fargo May 2009 - December 2011
Buncombe County Board of Education May 2008 - May 2009
Wachovia Bank January 2005 - August 2007
Skills
Fluent in Spanish, Microsoft Office..., Department Startup, Training and Development
Education
Appalachian State University 2004 — 2008
Bachelor's of Arts, English
Florida Community Bank March 2014 - Present
Regent Bank January 2014 - March 2014
Sutherland Healthcare Solutions November 2012 - October 2013
BankAtlantic n/k/a BB&T 2006 - November 2012
BankAtlantic n/k/a BB&T November 2004 - January 2006
Steak-Out Charbroiled Delivery September 1998 - June 2004
Wachovia Bank November 1995 - September 1998
BankAtlantic n/k/a BB&T January 1986 - November 1995
Skills
Outlook, Excel, Scanners, Calculator, Accurint, Microsoft Excel, PowerPoint, Retail Banking, Leadership, Banking, Fax, Microsoft Word, Customer Satisfaction, Customer Service, Account Reconciliation, Team Building, Deposits, Loans, Analysis, Consumer Lending, Time Management, Business Analysis, Access, Cash Flow, Call Centers, Commercial Banking, Cash Management, Credit, Software Documentation, Training, Policy, Management, Risk Management, Accounting, AML, Finance, Employee Relations, Process Improvement, Fraud, Treasury Management
Education
Art Institute of Fort Lauderdale 1981 — 1983
Institute Of Banking
PepsiCo March 2013 - Present
Credit Suisse June 2012 - March 2013
Credit Suisse March 2009 - June 2012
Credit Suisse June 2007 - March 2009
Wachovia Bank January 2005 - August 2006
Skills
Consumer Products, Finance, SAP, IRI, Microsoft Excel, Investments, Reporting & Analysis, Process Improvement, Microsoft Office, Banking, Trade Promotions, Equities, Securities, Credit, Credit Risk, Marketing, Bonds, Risk Management, Grocery, Food & Beverage, Interest Rate...
Education
Appalachian State University 2003 — 2007
Bachelor of Science (BS), Finance & Banking / Risk Management & Insurance
Wells Fargo Auto Finance March 2003 - March 2012
Wells Fargo Financial June 2002 - February 2003
Wachovia Bank June 1998 - May 2002
First Union Bank September 1992 - May 1998
Education
Art Institute of Philadelphia 1987 — 1990
Visual Communications, Graphic Design
CertusBank January 2014 - September 2014
Executive Assistant March 2005 - July 2008
Wachovia Bank April 1997 - March 2005
Skills
Sales, Customer Service, Data Entry, Loans, Credit, Banking, Insurance, Microsoft Excel, Outlook, Leadership, Customer Retention, Microsoft Word, Time Management, Budgets, Customer Satisfaction
Education
Armstrong Atlantic State University
Capital One June 2013 - October 2014
JP Morgan Chase February 2008 - June 2013
Wachovia Bank January 2006 - January 2008
Skills
Strategy, Management, Banking, Leadership, Analysis, Customer Service, Portfolio Management, Finance, Financial Services, Risk Management, CRM, Credit, Loans, Financial Analysis, Microsoft Office, ERP, Information Security..., Executive Management, Planning & Forecasting, P & L Management, Revenue & Profit Growth, Business Development, Relationship Building, Project Management, Sales Planning &..., Staff Training &..., Problem Resolution
Education
Arizona State University
Master of Science (M.S.), Information Management
Brooklyn College
Bachelor of Science (B.S.), Political Science with Minor in Human Resource Management
Nations Direct Mortgage DBA Motive Lending September 2014 - Present
Accenture August 2010 - January 2014
Bank of America March 2009 - July 2010
EquiFirst January 2004 - April 2009
Wachovia Bank May 1996 - December 2001
Decison One Mortgage 2000 - 2001
Wachovia Bank February 1994 - June 1996
Skills
Risk Assessment, Fraud Detection, Problem Solving, Compliance, Organizational..., Financial Analysis, Tax Returns, Appraisals, Real Estate Financing, Sales, Sales Channel..., Training, Manage Client..., Mortgage Banking, Retail Banking, Due Diligence, Collections, Loan Closings, Mortgage Underwriting, Mortgage Lending, Business Coaching, Compliance Analysis
Education
Appalachian State University
Bachelor of Science (BS), Finance, General
Cherokee County School System August 2001 - Present
RBC Centura 2000 - 2001
Wachovia Bank 1997 - 2000
Skills
Teaching, Curriculum Development, Classroom, Leadership, Curriculum Design, Microsoft Office, Educational Leadership, Team Building, Educational Technology
Education
Appalachian State University 1991 — 2005
BSBA, Health Care Management