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
Atlanta Allergy & Asthma Clinic July 2012 - Present
Aflac February 2012 - July 2012
Equifax August 1997 - April 2009
Wachovia Bank June 1993 - August 1997
Skills
Data Analysis, Visio, Process Improvement, Database Management, XML, SAS/SQL, PGP Encryption, Microsoft Office, Data Mining, Marketing, Team Leadership, Customer Service, Project Management, Account Management, Business Analysis, Management, Program Management
Education
Strayer University-Georgia 2012 — 2014
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Morris Brown College
Business Administration
Montgomery County Health Department May 2013 - March 2014
Forrest General Hospital November 2012 - May 2013
BB&T May 2011 - July 2012
Norton Community Hospital Home Health November 2010 - April 2011
Carilion Clinic September 2008 - July 2010
Wachovia Bank April 2006 - August 2007
Skills
Microsoft Office, Epic Systems, Banking, Marketing, Medical Billing, Appointment Scheduling, Relational Databases, Health Insurance, Cash Handling Experience, Customer Service, Sales, Microsoft Excel, Microsoft Word, Access, Time Management
Education
New River Community College 2014 — 2014
Associate of Arts and Sciences (A.A.S.), Marketing/Marketing Management, General, 3.9
Virginia Western Community College 2008 — 2009
Marketing
The University of Southern Mississippi 1999 — 2000
Graphic Design
Petal High School 1994 — 1999
High School Diploma, Business Computer Technology
BDO USA, LLP August 2015 - Present
BDO USA, LLP April 2013 - July 2015
Grant Thornton LLP January 2012 - February 2013
Sigma Chi Fraternity September 2010 - November 2011
Enterprise Rent-A-Car May 2011 - August 2011
Capital One August 2007 - November 2010
Wachovia Bank July 2006 - April 2007
Skills
Microsoft Excel, Internal Audit, CPA, Internal Controls, Compliance, Process Consulting, Auditing, Risk Management..., Supervising, Mentoring, Quality Control, Controls Development, Project Management, Financial Services, Banking, Mortgage Banking, Financial Advisory, Customer Service, Sales, Research, Microsoft Office, Financial Analysis, Data Analysis, Generating Revenue, SOX 404, Treasury, Employee Training, Social Networking, Recruiting, Inventory Control, Foreign Languages, Accounting, Finance, Training, Time Management, Human Resources, Accounts Receivable, Financial Reporting, Risk Management
Education
University of Maryland College Park 2009 — 2011
Bachelor of Science, Accounting and Finance
Montgomery College 2007 — 2008
Associate of Arts, International Business
Time Warner Cable November 2014 - Present
Girl Talk Foundation, Inc. October 2010 - Present
Time Warner Cable June 2014 - November 2014
Ulta July 2012 - September 2013
Strayer University September 2012 - June 2013
Montreat College October 2010 - July 2012
Wachovia Bank November 2005 - August 2010
Harland Clarke May 2000 - August 2005
Ashley Stewart September 1998 - October 2000
Skills
Leadership, Management, Merchandising, Inventory Control, Event Planning, Research, Process Improvement, Project Management, Team Building, Leadership Development, Customer Service, Outlook, Microsoft Office, Coordinating Special..., Events Coordination, Communication Skills, Sales, Data Entry, Teamwork, Retail, PowerPoint, Microsoft Word, Microsoft Excel, Event Management, Team Leadership, Nonprofits, Community Outreach, Volunteer Management, Inventory Management, Coaching, Social Networking, Strategic Planning, Public Speaking, Training, Public Relations, Recruiting
Education
Montreat College 2010 — 2012
Bachelors, Business Management
UNC Charlotte 2011 — 2011
Certificate of Completion, Project Management
Montreat College 2008 — 2010
Associates, Business
The Art Institute of Charlotte 1997 — 1999
Certificate of Completion, Fashion Merchandising, 3.76
Virginia Tech May 2015 - Present
StellarOne Bank July 2010 - Present
Allstate Insurance August 2009 - July 2010
Wachovia Bank December 2001 - August 2008
Skills
Managing, Teacher, Team Leadership, Motivation, Ethics, New Business Development, Leadership, Management, Retail Banking, Sales, Performance Management, Commercial Banking, Credit Analysis, Customer Service, Banking, Loans, Finance
Education
Radford University 1989 — 1991
Health and Physical Education/Fitness
New River Community College 1988 — 1990
general studies, General Studies
Wells Fargo November 2011 - Present
Wells Fargo November 2011 - Present
PNC June 2007 - February 2010
Wachovia Bank December 2006 - October 2007
Finish Line August 2003 - December 2006
Skills
Portfolio Management, Credit, Investments, Finance, Banking, Loans, Financial Services, Financial Analysis, Credit Analysis, Mortgage Lending, Financial Advisory, Relationship Management, CRM, Sales, Series 63, Series 6, General Insurance, Customer Service, Microsoft Excel, Management
Education
Morgan State University 2004 — 2006
Morgan State University
Biology, General
Thirty-One Gifts 2015 - 2015
SunTrust Bank September 2003 - July 2014
Wachovia Bank October 1983 - August 2003
Skills
Loans, Retail Banking, Consumer Lending, Small Business Lending, Risk Management, Commercial Banking, Customer Service, Sales, Finance, Banking, Branch Banking, Financial Risk, Commercial Lending, Staff Development, Performance Management, Customer Satisfaction, Problem Resolution, Quality Control Analysis, Training & Development, Operation & Control..., Management, Credit Analysis, Leadership
Education
Montreat College
Bachelor of Business Administration (BBA)
Wells Fargo Bank April 2009 - Present
T-Mobile February 2009 - April 2009
Wachovia Bank May 1986 - October 2008
Wachovia Bank May 2001 - May 2006
Northampton Area Community College September 1994 - May 2006
Skills
Human Resources, Banking, Coaching, Leadership Development, Employee Training, Credit, Change Management, Management, Operations Management, Leadership, Training, Employee Relations, Team Building, Team Leadership, Customer Experience, Loans, Risk Management, Strategic Planning, Sales, Fundraising, Time Management, Customer Service, Marketing, Call Center, Customer Satisfaction, Call Centers, Public Speaking, Employee Engagement, Retail Banking, Process Improvement, Sales Management, New Business Development, Customer Retention, Business Development, Small Business Lending, Executive Management, Portfolio Management, Performance Management, Commercial Lending, Consumer Lending, Finance, Strategy, Financial Services, Mortgage Lending, Selling, Insurance, Commercial Banking, Relationship Management
Education
Moravian College 1982 — 1986
BA, Education
salisbury high school 1980 — 1983
Well Fargo September 2011 - March 2013
Wells Fargo/Spherion January 2009 - February 2010
WACHOVIA BANK October 2005 - December 2008
WHITNEY BANK March 2005 - September 2005
L-3 Communications September 2003 - January 2005
Bank of America July 2001 - July 2003
DONALDSON, LUFTKEN & JENRETTE June 2000 - March 2001
WACHOVIA SECURITIES June 1998 - June 2000
Skills
Cash Management, Analysis, Accounting, Finance, Microsoft Office, Internal Audit, Accounts Payable, Financial Risk, Banking, Loans, Software Documentation
Education
Montreat College 2011 — 2013
Master's degree, Master of Science in Management and Leadership, 3.64
Montreat College
Bachelor of Science, Business Management
GE Energy October 2009 - Present
McKesson November 2008 - November 2009
SunTrust Bank January 2008 - September 2008
SunTrust Bank August 2004 - October 2007
BDO Seidman LLP February 2003 - August 2004
IBM January 2002 - January 2003
Deloitte & Touche LLP January 2000 - January 2001
PwC March 1998 - January 2000
TIAA-CREF January 1995 - December 1996
Wachovia Bank January 1993 - January 1995
Skills
Information Security, IT Audit, Sarbanes-Oxley Act, Risk Management, Auditing, Security, Internal Controls, Disaster Recovery, ITIL, Internal Audit, Business Continuity, Financial Risk, PCI DSS, ISO 27001, Banking, IT Risk Management, CISM, Application Security, Firewalls, Process Improvement, Computer Security, Leadership, Risk Assessment, Information Technology, SDLC, CISSP, Information Security..., Enterprise Software, Management, COBIT, Enterprise Risk..., Governance, Penetration Testing
Education
Morehouse College 1988 — 1992
BA
New York University
TIAA-CREF December 2014 - Present
Shelter Insurance Companies April 2013 - Present
Citi August 2012 - January 2013
IBM June 2011 - August 2012
International Paper November 2005 - June 2011
Thomas & Betts 1997 - 1998
Wachovia Bank 1995 - 1996
ServiceMaster 1990 - 1994
Advanced Systems Group 1984 - 1990
Skills
Unix, AIX, Middleware, Tivoli, Websphere, z/OS, DB2, Message Queue, WebSphere Application..., WebSphere Message Broker, WebSphere MQ, Netcool, Enterprise Architecture, TSO, IBM Mainframe, Performance Tuning, CICS, Solaris, Operating Systems, Mainframe, COBOL, SPUFI, Databases, Fileaid, Endeavor, Technical Architecture, SMP/E, IBM iSeries, webMethods, IMS DB/DC, Omegamon, JCL, Architectures, MVS, High Availability, SOA, WebSphere, IBM AIX, Architecture
Education
Mississippi State University 1980 — 1984
BSCS, Computer Science (Systems Programming)
Sun National Bank April 2013 - Present
Sun National Bank May 2012 - April 2013
Sun National Bank December 2011 - May 2012
Sun National Bank May 2011 - December 2011
SilEdTech April 2007 - June 2010
Wachovia Bank October 2006 - March 2007
Macmillan Kenya Publishers Ltd August 2001 - March 2006
Skills
MS Office Suite, Financial Analysis, Report Writing, Analysis, Training, Banking, Software Documentation, Management, Microsoft Excel, Finance, Budgets, Accounting, Project Management, Customer Service, Marketing, Loans, Sales, Invoicing, Administrative..., Portfolio Management, Editing, Spreadsheets, Business Strategy
Education
Rider University 2008 — 2011
MBA, Finance
Moi University 1997 — 2001
Bachelor of Science, Information Sciences
Fiserv November 2012 - Present
Klik & Fix Computer Services November 2004 - Present
INgage Networks January 2012 - November 2012
FUNDTECH CORPORATION September 2005 - January 2012
SERTEC INCORPORATED September 2002 - November 2006
DEKALB COUNTY SCHOOL January 2003 - May 2005
SERTEC INCORPORATED October 1998 - September 2002
SALES TECHNOLOGIES October 1989 - August 2002
C. NIELSEN MARKETING RESEARCH October 1990 - December 2000
WACHOVIA BANK August 1986 - August 1989
Skills
Client/server, Troubleshooting, Account Management, Documentation, Microsoft SQL Server, TCP/IP, Supervisory Skills, Customer Service, Implementing Processes, Applications, Customer Service..., Application Support, Data Center, Customer Support, Computer Repair, Windows Server, Virus Removal, Software Documentation, Quality Assurance, Networking, Databases, Technical Support, Project Management, Unix, Servers, Training, Enterprise Software, Management, Leadership
Education
Mississippi Valley State University 1981 — 1985
BS, Computer Science Minor: Math
Social Security Administration December 2008 - Present
HFC 2000 - 2008
HSBC June 2000 - December 2007
HSBC 2000 - 2007
Countrywide Mortgage May 1998 - June 2000
Wachovia Bank May 1996 - May 1998
Skills
Customer Service, Government Liaison, Compliance, Banking, Telephone Skills
Education
Walden University 2008 — 2012
DBA, Leadership
STRAYER UNIVERSITY 2006 — 2008
MBA, BUSINESS ADMINISTRATION
Morris Brown College 1994 — 1998
Northwest Savings Bank August 2013 - Present
Wells Fargo January 2013 - August 2013
Integrity Bank May 2012 - January 2013
Susquehanna Bank November 2003 - July 2012
Wachovia Bank September 1999 - November 2003
John Hancock Life Insurance Company February 1996 - September 1999
Browing Ferris Industries 1991 - 1996
Kinney Shoe Corporation 1981 - 1991
Skills
Judge of Elections for..., President of New..., St.Anthony's CCD Teacher, Habitat for Humanity..., Junior Achievement..., Coach for Rec...., Marathon Runner, Loans, Investments, Running, Banking, Mortgage Lending, Leadership, Management, Customer Satisfaction, Commercial Lending, Cash Management, Customer Service, Retail Banking, Consumer Lending, Branch Banking, Sales, Lines Of Credit, Customer Retention, Small Business Lending, CRM, Credit, Loan Origination, Commercial Banking, Underwriting, Credit Analysis, Mortgage Banking, Refinance, Home Equity Loans, Residential Mortgages, Commercial Mortgages
Education
Mount Saint Mary's College 1977 — 1981
B.S. Degree, Business and Finance
Cadence Bank, N.A. November 2013 - Present
Cadence Bank, N.A. November 2012 - November 2013
Regions Financial Corporation January 2011 - November 2012
Regions Bank December 2008 - January 2011
Regions Financial Corporation September 2007 - December 2008
WACHOVIA BANK July 2006 - September 2007
Wachovia/Southtrust Bank May 1999 - July 2006
Skills
Banking, Customer Service, Commercial Lending, Credit Analysis, Small Business Lending, Microsoft Office, Financial Accounting, Management, Mainframe, Financial Analysis, Portfolio Management, Risk Management, Leadership, Loans, Access, Commercial Banking, Credit, Lines Of Credit, Loan Servicing, Business Planning, Asset Based Lending, AFS, Management Accounting, Corporate Finance, Team Building, Document Review, Mortgage Lending, Consumer Lending, Credit Risk, Due Diligence, ADP Payroll, Staff Development, Loan Origination, Goal Oriented, Retail Banking, Cash Management, Finance, Financial Risk, Underwriting
Education
Miles College 2007 — 2011
Bachelor of Science, BUSINESS MANAGEMENT
University of Montevallo 2012 — 2014
Master of Business Administration (MBA)
Lightpath July 2015 - Present
CenturyLink Business July 2014 - July 2015
Lightpath December 2011 - September 2014
JP Morgan Chase January 2008 - December 2011
Wachovia Bank January 2006 - January 2008
Skills
Sales Management, Program Management, Management, Selling, Account Management, Cloud Computing, Customer Service, Customer Retention, New Business Development, Customer Satisfaction, Business Development, Project Management, Strategic Planning, Team Building, Cross-functional Team..., Training, CRM, Leadership, Negotiation, Networking, Salesforce.com, Enterprise Software, Sales Process, Solution Selling, Sales, Direct Sales, Strategic Partnerships, Cold Calling, Lead Generation, Sales Operations, Strategy, Sales Presentations, B2B, Telecommunications, Managed Services, Vendor Management, Data Center, SaaS, Professional Services, Disaster Recovery, MPLS, Unified Communications, Co-location, Consulting, Information Technology, Consultative Selling, VoIP, Team Leadership, Integration, Wireless
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2004
Bachelor of Arts (BA), Communication
Montclair State University 1998 — 2000
Business Administration, Management and Operations
DoodyCalls August 2009 - Present
Charlotte-Mecklenburg Police Department February 2008 - Present
Seniram, Inc. March 2003 - Present
Girl Scouts Hornets Nest Council August 2009 - June 2011
Wachovia 2001 - 2008
Wachovia Bank 2001 - 2005
SCANA 1997 - 2001
Carmax 1996 - 1997
Fleet Morgage Group 1995 - 1996
First Data Corporation - Health Systems Group 1995 - 1995
Skills
Community Service, Leadership, Customer Service, Project Management, Team Building, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Training, Marketing
Education
Midlands Technical College 1989 — 1992
Associate
Panama Canal College 1990 — 1991
Urban Advisors, LLC July 2005 - Present
Wachovia Bank June 2001 - July 2005
Wachovia Securities April 1996 - June 2001
Bank of America July 1994 - April 1996
United States Navy January 1985 - July 1989
Skills
Investments, Asset Managment, Private Equity, Financial Modeling, Portfolio Management, Due Diligence, Project Finance, Financial Structuring, Asset Management, Finance, Real Estate, Real Estate Economics, Mergers & Acquisitions, Venture Capital, Alternative Investments, Capital Markets, Entrepreneurship, Real Estate Financing, Credit Analysis, Leveraged Finance, Valuation, Strategic Planning, Financial Analysis, Management, Public Speaking
Education
Morehouse College 1989 — 1994
Finance, Finance, Engineering
Century 21 M & M Associates March 2004 - Present
Wachovia Bank June 2006 - September 2008
Chevron August 1997 - March 2004
Education
Modesto Junior College
Business Management
Navy Federal Credit Union April 2007 - May 2009
Capitol City Bank & Trust Company December 2000 - April 2007
US Small Business Administration September 1999 - September 2000
Wachovia Bank March 1996 - September 1999
Wachovia Bank December 1991 - March 1996
GMAC 1985 - 1991
Skills
Loans, Credit
Education
Morris Brown College 1978 — 1982
BS, Business Administration
Wells Fargo Bank September 2009 - Present
Wachovia November 2006 - March 2010
Hewitt Associates November 2005 - November 2006
Wachovia Bank May 2001 - November 2005
First Union National Bank 1998 - May 2001
First Union National Bank July 1995 - 1998
First Union National Bank 1994 - 1995
First Union Mortgage Corporation August 1992 - 1994
Education
Montreat College 2000 — 2002
Business Administration
Not employed January 2014 - Present
Weichert Realtors January 2009 - January 2014
Wachovia Bank 1997 - 2008
The Money Store 1995 - 2000
Education
Montclair State University 1990 — 1995
ba
rahway high school 1986 — 1990
Assurant Solutions February 2013 - Present
Assurant October 2009 - February 2013
Wachovia Bank August 1997 - September 2009
Skills
Organizational..., Coaching, Talent Management, Executive Coaching, Organizational..., Succession Planning, Leadership Development, Organizational Design, Workshop Facilitation, Culture Change, Employee Engagement, Career Development, Leadership, Training
Education
Richmont Graduate University 2009 — 2013
Professional Counseling with a Specialization in Coaching & Leadership, Counseling Psychology
Milligan College
Wachovia Bank November 1994 - October 2008
ICI Americas Inc. 1985 - 1994
ICI Americas Inc. 1980 - 1985
Education
Montgomery County Community College
Associates Degree, General Studies
First Niagara Bank May 2011 - Present
Wachovia, A Wells Fargo Company November 2010 - April 2011
Wachovia, A Wells Fargo Company November 2008 - November 2010
Wachovia Bank December 2006 - February 2008
World Savings 2003 - 2008
World Savings / Wachovia 2001 - 2006
Education
Nassau Community College
ASSOCIATES, LIBERAL ARTS
Revibe Your Life October 2010 - Present
Touching Up Our Roots, Atlanta Georgia's LGBT History Project October 2011 - August 2012
The Lesbian & Gay Community Center of Charlotte August 2009 - April 2011
West Elm August 2009 - March 2010
Computer Associates December 2007 - April 2008
Home Depot Expo Design Center September 2007 - December 2007
Wachovia Bank 1996 - 2006
Skills
Public Speaking, Leadership, Customer Service, Facebook, Marketing, Program Management, Customer Satisfaction, Visual Merchandising, Small Business, Training, Sales, Event Planning, Coaching, Social Media, Social Networking, Event Management, Management, Team Building, Strategic Planning, Leadership Development
Education
The Feng Shui Cure 2008 — 2008
Feng Shui Professional Home Stager, Home Staging
Midlands Technical College 1993 — 1994
Math
University of South Carolina
Art/Design
Goodwill of Central Arizona July 2015 - Present
The Steve Horn Team, Keller Williams August 2014 - Present
The Jesse Herfel Group at Keller Williams, Integrity First April 2013 - August 2014
Vineyard Services November 2012 - March 2013
Vineyard Services March 2010 - November 2012
M and I Bank August 2009 - March 2010
Wells Fargo Bank January 2009 - August 2009
Wachovia April 2001 - November 2008
Wachovia Bank 2001 - 2008
Union Bank of California February 1997 - June 2000
Skills
Mortgage Lending, Training, Management, Loans, Negotiation, Sales, Banking, Strategic Planning, Real Estate, REO, Sales Management, Mortgage Banking, Sales Operations, Investments, Leadership, Team Leadership, Credit, Customer Service, Residential Homes
Education
National University 1998 — 2000
B.A., Behavioral Sciences
Sunovion Pharmaceuticals Inc. December 2010 - Present
Johnson & Johnson July 2007 - December 2010
Johnson & Johnson December 2005 - June 2007
Morehouse College November 2001 - December 2005
Wachovia Bank April 2001 - November 2001
SunTrust Bank August 1998 - April 2001
The Sport Shoe July 1991 - August 1998
Skills
Sales Operations, Strategic Planning, Hospitals, Sales, Management, Marketing Strategy, Selling, Pediatrics, Pharmaceutical Sales, Managed Care, Negotiation
Education
Morehouse College 1987 — 1991
Bachelor of Arts, Psychology
Armstrong Relocation and Companies February 2013 - Present
Armstrong & Companies March 2008 - February 2013
Wachovia Bank January 2005 - January 2008
SouthTrust Bank January 1988 - January 2008
Skills
Human Resources, Employee Relations, Recruiting, Organizational..., Leadership, Employee Engagement, Training, Employee Benefits, Banking, Onboarding, Mergers & Acquisitions, Strategy, Process Improvement, Vendor Management, Succession Planning, Talent Acquisition, Performance Management, Management, Operations Management, Budgets, Asset Management, International..., Corporate Relocation, Lab Relocations, Healthcare Relocation, Commercial Moving, Commercial Relocation..., Logistics, Commercial Relocation..., Local Moves, Residential Moving, Warehousing, Storage, Office Moving Equipment, Office Relocation, Hospitality Projects, Law Firm Moves, Data Center Relocation, Relocation, Facility Relocation, Certified Relocation..., Military Relocations, Relocation Advice, Process Consulting, Interstate Relocations, International Sales, Sales
Education
Mississippi State University - College of Business and Industry 1982 — 1986
Bachelor of Science (B.S.), Accounting and Finance
Pixafy July 2015 - Present
Motochanic April 2013 - July 2015
Pixafy 2015 - 2015
Deutsche Bank May 2011 - April 2013
United Nations October 2010 - December 2010
Deutsche Bank November 2009 - October 2010
PETCO Animal Supplies, Inc. April 2009 - October 2009
Wachovia Bank March 2006 - August 2008
Skills
Banking, Customer Service, Credit, Strategy, CRM, Team Building, Finance, Leadership, Training, Cross-functional Team..., Customer Satisfaction, Microsoft Excel, Microsoft Office, Data Entry, Online Data Entry, Technical Support, Client Training, Spanish, Retail Banking, Internet Banking, Teamwork, Financial Services, PowerPoint
Education
New Jersey Institute of Technology
MBA, Management Information System
New York University 2000 — 2009
BA, Computer Science
Boys & Girls High School 1996 — 2000
High School Diploma, Computer Science
American Red Cross July 2014 - Present
Wilora Lake Healthcare Center June 1999 - Present
Agape' Dental Ministry May 2013 - July 2014
Bank of America July 2012 - October 2012
Time Warner Cable August 2011 - January 2012
Local Church September 2008 - September 2011
South Piedmont Community College August 2010 - August 2011
Wachovia Bank October 2009 - April 2010
Wachovia Bank October 2008 - October 2009
Hewitt Associates November 2005 - February 2008
Skills
Teaching Adults, PeopleSoft, Purchasing, Word, Excel, Insurance, Teaching, Benefits Administration, Outlook, Payroll Processing, Siebel, Microsoft Office, Public Speaking, Inventory Management, Payroll, Microsoft Excel, Microsoft Word, Management, Training, HRIS, Performance Management, Talent Management, Software Documentation, Leadership Development, Human Resources, Interviews, Budgets, Time Management, Process Improvement, FMLA, Policy, Access, Customer Service, Deferred Compensation, Employee Relations, Employee Benefits, Temporary Placement, Onboarding, New Hire Orientations, Administration
Education
Westport High School 1970 — 1976
Morehead State University
Degree; BBA Degree; Obtained, Business Administration/ Marketing
Georgia United Credit Union February 2015 - Present
SunTrust Bank January 2014 - September 2014
Zep Inc. June 2009 - August 2013
FleetCor December 2007 - May 2009
SunTrust Bank December 2004 - May 2007
Wachovia Bank February 1999 - February 2003
Bank of America February 1993 - May 1999
Skills
Credit, Sales Management, Process Improvement, Credit Cards, Vendor Management, Credit Analysis, Customer Service, Team Building, Operations Management, Call Center, Sales, Strategic Planning, Salesforce.com, Direct Sales, B2B, Cold Calling, Recruiting, Call Centers, Management, Forecasting, Sales Operations, Account Management, Pricing, Customer Retention, P&L Management, Key Account Management, Sales Process, Leadership, Cross-functional Team..., Six Sigma, Business Development, Strategy, Inventory Management, Customer Satisfaction, Contract Negotiation, Training, Negotiation, Supply Chain, New Business Development, Lean Manufacturing, Business Planning, Logistics, Supply Chain Management, Performance Management, Budgets, Team Leadership, CRM
Education
Morehouse College 1991 — 1994
Bachelor of Arts (B.A.)
Lakeshore High School 1981 — 1985
HomeDirect Mortgage℠ December 2014 - Present
National Bank of Kansas City November 2012 - November 2014
National Bank of Kansas City September 2010 - October 2012
Wells Fargo Home Mortgage April 2006 - November 2009
Wachovia Bank April 2006 - February 2009
RBC Mortgage / New Century Prime Lending Division March 1996 - 2006
Bank One March 1996 - 2003
Skills
Mortgage Lending, Mortgage Banking, FHA, Loans, Loan Origination, Sales Management, Residential Mortgages, Credit, Refinance, Real Estate, Underwriting, Sales, Credit Analysis, Banking, Commercial Lending, FHA financing, VA loans, Loan Servicing, Finance, Consumer Lending, Relationship Management, Mortgage Servicing, Financial Services
Education
The University of Texas at Arlington 1985 — 1986
BS, Economics
Missouri State University 1982 — 1984
Business, Economics
Park Hill High School 1979 — 1982
Carlisle and Gallagher Consulting Group July 2011 - March 2015
Wells Fargo Bank January 2009 - July 2011
Wachovia Bank March 2007 - 2009
Corporate Investment Banking Technology, Wachovia 1995 - 2009
Wachovia 2005 - 2007
First Union/Wachovia September 2001 - September 2005
Skills
SDLC, Relationship Management, Business Analysis, Integration, Financial Risk, Banking, Risk Management, Process Improvement, Project Management, Investment Banking, Financial Services, Capital Markets, Requirements Analysis, Software Project..., Visio, Credit, Derivatives, CRM, Coaching, Mergers, Analysis, Management, Mergers & Acquisitions, Business Process...
Education
University of Mississippi 1990 — 1992
BBA
Millsaps College 1987 — 1990
USMS (United States Marshals Service) February 2013 - Present
Morgan Stanley September 2011 - February 2013
Wachovia Bank September 2010 - January 2011
Wells Fargo Financial May 2010 - September 2010
Marketstar / Vz. FiOS June 2008 - August 2009
Skills
Management, Strategic Planning, Training, Data Analysis, Finance, SharePoint, Microsoft Excel, Analysis, Outlook, Customer Service, Sales, PowerPoint, Accounting, Budgets, Auditing, Leadership
Education
Morgan State University 2003 — 2010
BS, Finance
Board Of Advisors October 2013 - Present
Vice President - Sr. Business Systems Consultant October 2006 - Present
Erica Frazier - Consultant/ Trainer / Workshop Facilitator January 2007 - September 2013
NC Center For Women In Public Service 2011 - 2012
North Carolina Center For Women In Public Service 2011 - 2012
Junior League Of Charlotte June 2010 - May 2011
ELF Investments 2003 - 2010
Wachovia Bank July 2005 - October 2006
Scottish Re 2003 - October 2005
Duke Energy 2000 - 2003
Skills
Change Management, Strategic Planning, Agile Methodologies, Waterfall, SDLC, Strategic Business..., Organizational Design, M&A experience, Organization..., Management Consulting, Strategic Alliances, Cross-platform..., Cross-border M&A, Program Management, Strategic Partnerships, Development & delivery..., Cross-functional Team..., Business Analysis, Strategic Communications, Vendor Management, Fundraising, Leadership Development, Business Process..., Workshop Facilitation, M&A support, Organizational..., Public Speaking, Working Capital..., Fiduciary Management, Corporate Branding, Stakeholder Workshops, Stakeholder Analysis, Branding & Identity, Brand Development, Business Development, P&L Budget Management, Instructor-led Training, Management, P&L Analysis, E-commerce, P&L Financial Management, E-business, P&L Forecasting, Executive Level..., Leadership, System Administration, P&L Management, Human Resources, Business Strategy, Professional...
Education
Montreat College
BS
North Carolina Central University
Pfeiffer University
Western Carolina University
Capital one February 2012 - Present
ING DIRECT November 2010 - February 2012
Coca-Cola Enterprises January 2009 - April 2011
World Savings 2002 - 2008
Wachovia Mortgage 2001 - 2008
Wachovia Bank - World Savings Bank 2001 - 2008
Wachovia Bank 2006 - 2007
Coca-Cola Enterprises August 1994 - December 2001
Skills
Loans, Retail, PowerPoint, Problem Solving, Outlook, Inventory Management, Customer Service, Management
Education
Latin American Bible Institute 2000 — 2001
Ministerial Studies
Mt. San Antonio College 1990 — 1995
N/A, General Education/Fire Technology/ASL
Clerk & Comptroller, Palm Beach County February 2013 - Present
American Express October 2010 - February 2013
Wachovia, A Wells Fargo Company November 2009 - October 2010
JP Morgan Chase June 2008 - November 2009
Wachovia Bank January 2008 - June 2008
Wachovia Bank June 2007 - January 2008
Wachovia Bank May 2002 - June 2007
Healthcare Systems Inc January 1995 - January 2002
Caldor Inc January 1993 - January 1995
Skills
Business Development, Credit, Sales, Loans, Leadership, Management, Customer Service, Financial Services, Training, Sales Operations, Retail, Sales Process, Customer Retention
Education
New York Institute of Technology 1997 — 1999
MBA, Masters In Business Administration
State University of New York College at Oneonta 1990 — 1992
BS, Business Economics
Suffolk County Community College 1988 — 1990
AAS, Economics/Finance
Wells Fargo September 2008 - Present
Wachovia Bank May 2005 - September 2008
SouthTrust Bank August 1995 - May 2005
SouthTrust Bank September 1993 - July 1995
Education
Mississippi State University 1973 — 1978
BS, Landscape Architecture
Retired and enjoying time to pursue personal interests and family network engineerWachovia, A Wells Fargo Company1998 - Present
Wells Fargo 1998 - Present
Wachovia, Corp. & Investment Banking July 1998 - June 2010
Wachovia Bank July 1998 - June 2010
Wachovia July 1998 - June 2010
UBS Investment Bank February 1994 - July 1998
Barclays Capital February 1992 - January 1994
City of New York, (CDCSA) computer and data communications services agency March 1989 - November 1991
Skills
Cisco Technologies, Integration, Telecommunications, Networking, Risk Management, Data Center, ITIL, Disaster Recovery, Infrastructure, Vendor Management, Network Security, Financial Services, SDLC, Network Administration, Enterprise Architecture, Visio, Information Technology, Project Management, VMware, Process Improvement, Management, Business Analysis, Network Engineering, Requirements Analysis, Cloud Computing, Team Leadership, Security, Change Management, Virtualization, IT Management, Project Portfolio..., Business Continuity, PMP, Firewalls, Servers, Information Security, Banking, Solution Architecture, Active Directory, Program Management, Telephony, Software Documentation, IT Strategy, Solaris, Trading Systems, PMO, Windows Server, Troubleshooting, SharePoint, IT Operations
Education
Monroe College 1968 — 1970
Data Processing / business management / business law
Cerner Corporation February 2015 - Present
Siemens Healthcare May 2012 - January 2015
Siemens Healthcare January 2008 - May 2012
Siemens Healthcare January 2007 - December 2007
Siemens Healthcare February 2005 - December 2006
Alpha Housing & Healthcare, Inc DBA Haverford Nursing & Rehabilitation Center January 2004 - February 2005
Alpha Housing & Healthcare, Inc DBA Main Line Nursing & Rehabilitation Center April 2002 - January 2004
Wachovia Bank March 1994 - November 1996
Skills
SAP, Process Improvement, Software Documentation, Cross-functional Team..., Leadership, Siebel, Project Management, Medical Devices, Healthcare Information..., Healthcare, Business Process, Microsoft Office, Sales Operations, Team Building, Management, Compliance, Process Management, Sales Process, Documentation, Administration, Business Process..., System Administration, Human Resources, CRM, Strategic Leadership, Analysis, Program Management, Change Management, Performance Management, ARIS, Quality System, ISO 13485, Business Process..., Medical Imaging, SharePoint, Sales, Team Leadership, Training, Strategy, Business Analysis, Integration, Consulting, Quality Assurance, Customer Service, Requirements Analysis, Data Analysis, ISO 9001, Hospitals
Education
Neumann University 2001 — 2004
Bachelor of Science (BS)
Staffmark March 2013 - Present
Staffmark March 2013 - August 2013
Wachovia Bank May 2010 - March 2013
Wells Fargo May 2011 - January 2012
California Parenting Institute October 2009 - April 2010
MedAmerica, Inc September 2007 - August 2009
Wachovia Bank September 2005 - March 2007
Skills
Customer Service, Banking, Microsoft Office, Insurance, Microsoft Excel, Microsoft Word, Leadership, Strategic Planning, Management, Team Building, Time Management, Team Leadership, Process Improvement, Teamwork, Outlook, Financial Analysis, Data Analysis, PowerPoint, Training, Recruiting, Human Resources, Social Networking, Cold Calling, Interviews, Call Centers, Sales, Account Management
Education
Mary Baldwin College 2011 — 2014
B.A., Sociology
Sonoma State UniversityRohnert 2009 — 2010
Bachelor of Arts, Sociology
Modesto Junior College 2007 — 2009
Associate of Arts, General Studies
TouchSuite March 2015 - Present
Vantiv Merchant Services July 2011 - February 2015
First Data Merchant Services November 2008 - July 2011
Entourage Incorporated February 2005 - November 2008
Merrill Lynch Investment Managers March 2004 - February 2005
Wachovia Bank March 2002 - December 2003
Bank of America March 1999 - March 2002
Skills
Sales Management, Customer Relations, New Business Development, Strategic Planning, Team Building, Risk Management, Account Management, Consultative Selling, Banking, Team Leadership, Business Planning, Business Strategy, Forecasting, Salesforce.com, Hiring, Call Center, Selling, Call Centers, CRM, Merchant Services, Lead Generation, Strategic Partnerships, Leadership, Strategy, Training, Sales, Management, Customer Service, Financial Services, Credit Cards, Relationship Management
Education
Nebraska Wesleyan University 1994 — 1996
Business Administration
University of Nebraska-Lincoln 1992 — 1994
Nissan Motor Acceptance Corporation September 2013 - Present
Nissan Motor Acceptance Corporation March 2012 - September 2013
UT Southwestern Hospital September 2011 - April 2012
Santander Consumer USA March 2010 - August 2011
Wachovia Bank September 2008 - September 2009
T-Mobile Inc January 2008 - August 2008
Home Depot October 2005 - January 2008
Skills
Interviewing, Scheduling, Customer Service, Onboarding, Outlook, HRIS, Word, Payroll, Administration, Call Center, Employee Relations, Team Building, Compliance, Excel, Hiring, Problem Solving, Benefits Administration, Talent Acquisition, Microsoft Office, Employee Engagement, Banking, Database Administration, PowerPoint, Payroll Processing, Recruitment/Retention, Conflict Resolution, Applicant Tracking..., Temporary Placement, Microsoft Excel, Recruiting, Interviews, Leadership, Time Management, Call Centers, Process Scheduler, Microsoft Word, Training
Education
Miles College
Business Administration
Texas Southern University
degree
Schulman IRB August 2015 - Present
Schulman IRB March 2015 - Present
Bio-Optronics, Inc. January 2012 - March 2015
Neighborhood Bike Works January 2009 - July 2013
Greenphire March 2010 - January 2012
Neighborhood Bike Works January 2010 - January 2011
PUMA Sales Management December 2008 - April 2010
ADP January 2007 - January 2009
Integrated Benefit Services, Inc. September 2006 - December 2007
Wachovia Bank January 2002 - January 2006
Skills
Business Development, Healthcare, Management, Leadership, Project Management, Clinical Research, Clinical Trials, Pharmaceutical Industry, Research, Sales, Non-profits, Nonprofits, CRO, Enterprise Software, Customer Service, Marketing Strategy, Strategic Planning, Marketing, System Administration, CTMS, PowerPoint, Microsoft Office, Sales Management, Cloud Computing, Healthcare Information..., Cross-functional Team..., Organizational..., Problem Solving, Sales Presentation..., New Business Development, Program Management, Sales Process, Strategy, Consulting, Microsoft Excel, Process Improvement, Contract Negotiation, Team Building, Pharmaceuticals, Business deve, Life Sciences, Training, Budgeting, Excel, Administration, Biotechnology, Medical Devices, IRB, Regulatory Compliance
Education
Muhlenberg College
Bachelor of Arts (B.A.), Human Resources Management and Services
Villanova University
Private Practice November 2011 - Present
UNC Charlotte August 2014 - 2015
Teen Health Connection (Carolinas Healthcare System) July 2011 - June 2013
Walden University April 2011 - December 2011
The Renfrew Center Charlotte, NC August 2010 - June 2011
The Vanguard Group January 2008 - March 2010
Wachovia Bank 1998 - 2008
Skills
Conflict Resolution, Coaching, Leadership Development, Public Speaking, Leadership, Training, Career Counseling, Team Building, Fundraising, Non-profits, Customer Service, Event Planning, Community Outreach, Psychology, Strategic Planning, Psychotherapy, Nonprofits, Staff Development, Teaching, PowerPoint, Mental Health, Workshop Facilitation, Employee Training, Adolescents, Mental Health Counseling, Therapists, Family Therapy, Treatment, Grief Counseling, Personal Development, Program Development, Social Services, Crisis Intervention, Clinical Research, Group Therapy, Case Managment, Stress Management, CBT, Counseling Psychology, Motivational..., Interventions, Self-esteem, Behavioral Health, Recruiting, Anger Management, Google Groups, Life Transitions, Solution Focused, Clinical Supervision, Stress
Education
Walden University 2012 — 2016
Doctor of Philosophy (Ph.D), Counselor Education and Supervision, Counselor Education and Supervision
Walden University 2008 — 2011
Master's in Mental Health Counseling, Mental Health
Montreat College 2002 — 2006
Bachelor of Science, Management
Jared the Galleria of Jewelry December 2014 - Present
Sur La Table March 2014 - December 2014
Sur La Table March 2013 - February 2014
Crate and Barrel March 2010 - June 2012
Crate and Barrel March 2010 - February 2011
Infrastructure Security Solutions, LLC (ISS) August 2009 - February 2011
Sacred Sounds January 2009 - March 2009
Sure Fix Home Repair and Remodeling April 2008 - October 2008
Wachovia Bank June 2005 - July 2007
Maritime Security Council (MSC) December 2001 - May 2006
Skills
Leadership, Management, Training, Sales, Customer Satisfaction, Event Planning, Merchandising, Advertising, Social Media, Customer Service, Time Management, Project Planning, CRM, Logistics, Retail, Personnel Management, Social Media Marketing, Social Networking, Social Skills, Employee Training, Customer Retention, Loss Prevention, Hiring, Visual Merchandising, Marketing, Inventory Management, Inventory Control, Store Management, Retail Sales, Microsoft Office, Event Management, Store Operations, Team Building, Marketing Strategy, Profit, Team Leadership, Operations Management, Driving Results, Microsoft Word, Recruiting, Fashion, New Business Development, Public Speaking, Interviews, POS, Communication, Project Management, Sales Management, Apparel, Problem Solving
Education
Montgomery County Community College
Fine and Studio Arts
WJ
Real Estate Mortgage Network February 2010 - Present
Wachovia Bank April 1995 - December 2009
Education
Middlesex County College
Accounting
Fifth Third Bank April 2012 - Present
Allen Tate Mortgage 2010 - 2012
Wachovia Bank 2005 - 2010
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Refinance, FHA, Residential Mortgages, USDA, VA loans, FHA financing, Credit, Banking, Business Development, Building Relationships, Marketing Strategy, Client Relations Skills, Communication Skills
Education
Mohawk Valley Community College-Utica Branch 1986 — 1989
Associate of Arts and Sciences (AAS), Marketing/Marketing Management, General, 3.0
Bank of America September 2010 - Present
Bank of America November 2004 - August 2010
Wachovia Bank May 2001 - September 2004
Citi July 1997 - July 1998
Standard Chartered Bank July 1994 - June 1997
ANZ July 1986 - July 1994
Skills
Loan Negotiation and..., International Corporate..., International Banking;..., Client Portfolio..., Global Relationship..., Delivery of Integrated..., Commercial Banking in..., Financial Services..., Australian; US..., Client Relationship..., Corporate Finance;..., Securities License..., Asset Based Financing;..., Credit, Credit Analysis, Commercial Banking, Portfolio Management, Banking
Education
Royal Melbourne Institute of Technology 1987 — 1989
Post Graduate Diploma in Corporate Finance, Banking, Corporate, Finance, and Securities Law
Monash University 1982 — 1985
Bachelor of Economics, Economics and Business
Securities License Series 7 & 63
Family First Funding, LLC October 2014 - Present
The Gaming Consigliere March 2014 - Present
Total Financial Networks April 2010 - Present
Total Financial Networks LLC January 2004 - Present
Treasure Island Resort & Casino September 2012 - August 2013
Rymax Marketing Services September 2011 - June 2012
Superior Home Mortgage Co January 2009 - May 2010
Infinity Home Mortgage May 2009 - November 2009
Wachovia Bank January 2004 - May 2009
Trump Marina Casino June 1985 - December 2003
Skills
Sales Management, Mortgage Lending, Sales, Credit, Leadership, Management, Marketing, Marketing Strategy, Customer Service, Sales Operations, CRM, Coaching, Loans, Team Management, Recruiting, Customer Retention, Budgets, Training, Team Building, New Business Development, Strategic Planning, Banking, Customer Satisfaction, Small Business, Selling, Business Development, Business Planning, Hospitality, Resorts, Hotels, Operations Management, Gaming Industry, Hospitality Management, Finance, Mortgage Banking, Casino, Event Management, FHA, Team Leadership
Education
Montclair State University 1980 — 1981
Immaculate Conception HS, Montclair NJ 1976 — 1980
BB&T June 2014 - Present
Citibank, N.A. April 2012 - June 2014
Wells Fargo Bank July 2010 - April 2012
Wachovia Bank February 2008 - July 2010
Skills
Operations Management, Cross Selling, Small Business Lending, Lines Of Credit, Consumer Lending, Mortgage Lending, Loans, Commercial Lending, Home Equity Lines of..., Credit, Commercial Banking, Banking, Retail Banking, Asset Management, Branch Banking, Branch Management, Commercial Mortgages, Credit Analysis, Credit Cards, Credit Risk, Deposits, FHA, Financial Services, Home Equity Loans, Leadership, Loan Origination, Management, Sales, Treasury Management
Education
New Mexico State University 1998 — 2003
Business Management, Operations Management, Economics, Accounting
Wells Fargo Home and Consumer Finance Group January 2013 - Present
GM Financial/AmeriCredit August 2011 - August 2012
Bucks County Bank 2009 - 2011
Wachovia Bank 1998 - 2009
CoreStates January 1997 - January 1998
CoreStates Bank January 1995 - January 1997
CoreStates Bank January 1994 - January 1995
Bucks County Bank January 1989 - January 1994
Bucks County Bank January 1987 - January 1989
Skills
Commercial Lending, Portfolio Management, Insurance, Finance, Leadership, Refinance, Financial Analysis, Negotiation, Loan Origination, Commercial Banking, Credit Analysis, Lines Of Credit, Mortgage Lending, Small Business Lending, Financial Services
Education
Montgomery County Community College 1981 — 1983
A.S., Business Adminstration
Montgomery County Community CollegeAmerican Institute of Banking
A.S. Business AdministrationCertificate, Commercial and Consumer Lending
Wells Fargo July 2012 - Present
Wells Fargo Bank September 2010 - June 2012
Wachovia Bank June 2007 - September 2010
Wachovia, A Wells Fargo Company April 2004 - May 2007
Lord's Infotech, Inc April 2000 - February 2004
Hind Sports Pvt. LTD. June 1998 - February 2000
Skills
Global Business..., Risk Analysis, Credit Analysis, Finance, Credit, Leadership, Strategy, Relationship Management, Management, Portfolio Management, Analysis, Business Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
ONEMBA, Global MBA concentrating on International business environment
Monash University 1995 — 1998
Melbourne, Australia, Bachelor's of Business Administration
Wellbridge September 2014 - Present
CliftonLarsonAllen November 2013 - August 2014
Tree Top, Inc. June 2010 - July 2013
Wachovia Bank April 1989 - March 2003
Skills
Account Reconciliation, General Ledger, Finance, Variance Analysis, Accounts Receivable, Accounting, Budgets, Bank Reconciliation, Financial Statements, Analysis, GAAP, Bookkeeping, Tax
Education
University of Maryland University College 2003 — 2009
Bachelor of Science (BS), Finance, General
Muhlenberg College 1994 — 1999
Associate of Arts (AA), Accounting
ProHealth Physicians July 2007 - Present
Muhlenberg College January 2007 - May 2007
Muhlenberg College August 2003 - May 2007
Wachovia Bank June 2004 - December 2006
Education
Muhlenberg College 2003 — 2007
BA, International Business, Finance
Hunt, Guillot & Associates December 2013 - Present
Software & Services, LLC March 2008 - November 2013
Federal Reserve Bank of Kansas City July 1995 - June 2007
5 Star Bank December 1992 - June 1995
Wachovia Bank August 1990 - October 1992
Bank of America July 1983 - August 1990
Skills
Strategic Planning, Financial Analysis, Management, Team Building, Human Resources, Leadership, Customer Service, Data Analysis, Budgets, Process Improvement, Public Speaking, Training, Project Management, Operations Management, Banking, Recruiting, Accounting, Leadership Development, Business Planning, Business Strategy, Coaching, Employee Relations, Performance Management, Management Consulting, Talent Management, Personnel Management, Organizational..., Business Development, Business Process..., Technical Recruiting, Temporary Placement, Sourcing, College Recruiting, Interviews, Applicant Tracking..., Contract Recruitment, Staffing Services, Petroleum, Engineering, Project Engineering, Energy, Oil & Gas, Gas, Petrochemical, Supervisory Skills, Strategy
Education
New Mexico State University
Master of Business Administration (MBA), 4.0 GPA
New Mexico State University
Bachelor of Business Administration (B.B.A.), Finance, 3.9 GPA
Wachovia Bank Financial SpecialistWachovia Securities LLC2007 - Present
Education
Morehouse College 2000 — 2004
Wachovia May 2006 - Present
Wachovia Bank May 2006 - Present
Doylestown Shell May 1996 - July 2005
Education
Montgomery County Community College
Wachovia Bank September 1988 - April 2002
Skills
Real Estate Economics, Loans, Commercial Real Estate, Risk Management, Due Diligence, Commercial Mortgages, Financial Analysis, Financial Modeling, Disposition, Brokerage, Contract Negotiation, Leases, Real Estate Financing, Portfolio Management, Finance
Education
Moravian College 1968 — 1972
BA, Economics
Wells Fargo Corporation September 2005 - Present
Guardian Lexington Capital, LLC August 2003 - September 2005
Alternative Strategies Brokerage Services, Inc., Wells Fargo September 1998 - August 2003
Wachovia Bank 1992 - 1998
Skills
Series 7, Alternative Investments, Asset Allocation, Wealth Management, Investments, Portfolio Management, Series 63, Mutual Funds, Hedge Funds, Asset Managment, Investment Management, Investment Strategies, Fixed Income, Equities, Investment Advisory, Retirement Planning, Securities, Strategic Financial..., Financial Services, Capital Markets, Asset Management, Derivatives, Finance, Strategy
Education
Northwestern University - Kellogg School of Management 1982 — 1984
MM, Finance, Marketing
Morehouse College 1978 — 1982
Bachelor of Arts, Business Administration with concentration in Accounting and Finance
Wachovia Bank September 2006 - Present
Education
New Jersey City University 2006 — 2008
US TRUST February 2010 - Present
U.S. Trust August 2006 - January 2010
Wachovia Bank May 2003 - July 2006
Skills
Asset Allocation, Alternative Investments, Equities, Hedge Funds, Wealth Management, Investments, Financial Analysis, Capital Markets, Accounting, Portfolio Management, Fixed Income, Valuation
Education
Montclair State University 2007 — 2010
MBA, Finance and Accounting
Villanova University 1996 — 2000
BS, Biology
Amsterdam High School 1992 — 1996
Wells Fargo Capital Finance March 2008 - Present
Wachovia Bank March 2005 - March 2008
Wachovia Bank February 2001 - February 2005
First Union September 1996 - February 2001
Skills
Banking, Credit, Credit Analysis, Finance, Loans, Financial Modeling, Portfolio Management, Public Speaking, Underwriting, Management, Corporate Finance
Education
Morehouse College 1992 — 1996
Bachelors, Accounting
Capital One Bank July 2014 - Present
Fifth Third Bank May 2010 - July 2014
Bank of America March 2005 - December 2009
Visa September 1999 - March 2005
Wachovia Bank 1995 - 1999
US Bank 1991 - 1995
Credit Bureau Reports 1985 - 1988
Education
Minnesota State University, Mankato 1979 — 1983
BS
Branch Banking and Trust April 2007 - Present
Wachovia Bank May 1990 - March 2006
Education
Morehouse College 1980 — 1984
Charlotte-Mecklenburg Schools November 2014 - Present
S.T.A.R.S. Math & English Academy March 2000 - Present
Wells Fargo Bank June 2010 - May 2014
Wachovia Bank June 2000 - May 2010
First Union National Bank December 1999 - June 2000
Education
Strayer University 2006 — 2007
MBA, Management
Morehouse College 1993 — 1998
BA, Finance
Harlan High School
American Stock Transfer & Trust Company, LLC April 2006 - Present
Wachovia Bank March 1992 - March 2005
Skills
Capital Markets, Securities, Equities, Corporate Actions, Financial Services
Education
University of Massachusetts Dartmouth 1985 — 1988
BS, accounting
Mount St. Mary's University 1983 — 1985
Washington Information Technologies, LLC 2010 - Present
Nationwide Insurance 2010 - 2014
R.DORSEY+COMPANY 2006 - 2010
AAMU Research Institute 2003 - 2009
Wachovia Bank October 2000 - February 2006
Systems Integration/Modeling & Simulation, Inc. February 1997 - October 2000
Skills
Integration, Software Development, XML, Oracle, JavaScript, Microsoft SQL Server, Objective-C, iOS development, Vendor Management, Change Management, Program Management, Requirements Analysis, Request Management, IT Service Management, Requirements Gathering, Database Design, Agile Methodologies, Databases, Configuration Management, Visio, Incident Management, AJAX, MySQL, SDLC, Service Management, PHP, Web Applications, Business Analysis, Unix, Software Project..., Management
Education
Mississippi State University
BS
Kabbage, Inc August 2014 - Present
JD Byrider August 2011 - April 2014
Navigator Acceptance March 2011 - April 2013
CompuCredit January 2002 - March 2011
Wachovia, A Wells Fargo Company 1998 - 2001
Wachovia Bank 1998 - 2001
Equifax Risk Management 1996 - 1998
Equifax 1996 - 1998
Skills
Business Analysis, Business Process..., Call Center, Coaching, Credit Analysis, Credit Cards, Credit Risk, Cross-functional Team..., Customer Satisfaction, Customer Service, Finance, Financial Analysis, Forecasting, Leadership, Management, Microsoft Excel, Microsoft Office, Operations Management, Process Improvement, Quality Assurance, Relationship Management, Risk Management, Team Building, Team Leadership, Team Management, Training, Vendor Management, Call Centers, Credit, Recruiting, Sales, Six Sigma
Education
Morris Brown College 1987 — 1992
Bank of the West March 2011 - July 2014
Wells Fargo Bank March 2011 - July 2014
Wachovia Bank 1998 - 2009
World Savings April 2007 - May 2008
World Savings Bank 1998 - 2007
World Savings Bank 1999 - 2003
Skills
Coaching, Mergers & Acquisitions, Training, Loans, Finance, Sales Management, Selling, Leadership, Portfolio Management, Mortgage Lending, Banking, Underwriting, Employee Engagement, Credit
Education
Minnesota State University, Moorhead 1994 — 1995
English
Jefferson Senior High School 1993 — 1994
Cognizant Client June 2010 - Present
Cognizant Technology Solutions 2010 - 2013
Wells Fargo February 2009 - April 2010
CompuCredit January 2008 - December 2008
EMC Mortgage April 2007 - September 2007
Mellon Financial October 2006 - March 2007
Wachovia Bank 2005 - 2006
Cognizant Client March 2004 - July 2005
Skills
Testing, Test Automation, Databases, Access, Release Management, Test Management, .NET, Change Management, Software Project..., Quality Assurance, Requirements Analysis, Test Planning, Scrum, Waterfall, Test Cases, Quality Center, SDLC, System Testing, QTP, Agile Methodologies, Oracle, Microsoft SQL Server, Regression Testing, Software Development, HP Quality Center
Education
National Institute of Information Technology 1994 — 1994
Honours Diploma in System Management, Computers
University of Calicut 1989 — 1993
Bachelor of Science, Mathematics
Showcase Dance Centre August 2008 - Present
Morris-Jenkins January 2008 - February 2010
Miller Street Dance Academy August 2004 - June 2009
Bankers Life and Casualty Company 2007 - 2008
Wachovia Bank 2000 - 2004
Skills
Insurance, Customer Service, Life Insurance, Retirement Planning, Disability Insurance, Microsoft Excel, Retirement, Term Life Insurance
Education
Mohawk Valley Community College 1996 — 1999
Assoiciate of Applied Science, Graphic Design
Susquehanna Bank February 2014 - Present
National Penn Bank April 2010 - February 2014
Harleysville National Bank December 2006 - April 2010
Wachovia Bank September 1997 - December 2006
Fleet Bank 1991 - 1997
Skills
Credit, Credit Analysis, Banking, Portfolio Management, Commercial Lending, Loans, Commercial Banking, Small Business Lending, Financial Analysis, Credit Risk, Underwriting, Loan Origination, Commercial Mortgages, Risk Management
Education
Fairleigh Dickinson University-Florham Campus 1989 — 1994
MBA, Finance
Muhlenberg College 1982 — 1986
BA, Bus Admin / History
KJH Travels December 2013 - Present
Wells Fargo December 2012 - Present
Wells Fargo Bank February 2011 - December 2012
Wachovia Bank June 2007 - February 2011
Wells Fargo Financial 2005 - 2007
Skills
Loans, Credit, Mortgage Lending, Credit Analysis, Cross Selling, Retail Banking, Financial Analysis, Customer Service, Risk Management, Microsoft Excel, Microsoft Office, Accounting, Leadership, Process Improvement, Sales Management, Banking, Consumer Lending, Relationship Management, Financial Services, Sales, Commercial Lending, Mortgage Banking, Loan Origination, Coaching, Training, Finance, Commercial Banking, Deposits, Lines Of Credit, Microsoft Word, Small Business Lending, Residential Mortgages, Underwriting, Refinance
Education
Harris School of Business & Healthcare 2007 — 2008
Certification, Massage Therapy
Monmouth University 1999 — 2004
Bachelor of Science, Business Administration and Management, General
Hamilton High School West 1995 — 1999
Wachovia Bank July 2005 - Present
Education
Mount St. Mary's University 2001 — 2003
Wells Fargo 2009 - Present
Wachovia Bank 2007 - 2008
Wachovia Bank 2004 - 2007
Wachovia Bank 2002 - 2004
First Union Bank 1999 - 2002
Skills
SDLC, PMO, Business Analysis, Risk Management, PMP, Banking, Project Portfolio..., Vendor Management, Project Management, Requirements Analysis, Program Management, Process Improvement, Requirements Gathering, Visio
Education
Montreat College
BS, Business Administration
University of North Carolina at Charlotte
Paralegal Certification Program
T Rowe Price May 2006 - Present
Wachovia Bank March 1998 - February 2005
Skills
Mutual Funds, Series 7, Investments, Asset Management, Series 63
Education
Morgan State University 1970 — 1975
BA, Education
BNP Paribas November 2007 - Present
US Bank October 1995 - November 2007
Wachovia 1995 - 2007
Wachovia Bank 1995 - 2007
Merrill Lynch 1989 - 1995
Prudential Bache Securities 1983 - 1985
Education
Monmouth University 1982 — 1987
MBA, Finance
Wells Fargo March 2013 - Present
iQor March 2012 - Present
Aon Hewitt November 2010 - January 2012
MISSJSC ACCESSORY January 2000 - December 2011
Wells Fargo December 2009 - February 2010
Wells Fargo Bank June 1996 - June 2009
Wachovia Bank March 2000 - October 2005
Wachovia Bank January 2000 - May 2000
Wachovia February 1999 - March 2000
Skills
Project Planning, Organization, Coordination, System Administration, Fashion, Leadership Development, Employee Relations, Coaching, Performance Management, Organizational..., Employee Engagement, Succession Planning, Training, Leadership, Project Management, Customer Service, Budgets, Talent Management, Time Management, Access, Staff Development, Deferred Compensation, Sales, Recruiting, Event Planning, Executive Coaching
Education
Pfeiffer University 2006 — 2009
MSL, Leadership & Organizational Change
Montreat College 1998 — 2003
Bachelor Business Administration, Business
West Charlotte Senior High 1992 — 1995
United Travel Service February 2013 - Present
Goodwill Industries February 2010 - July 2011
Cost Plus World Market September 2008 - August 2009
Schurman Retail Group (American Greetings, Carlton and Papyrus stores) September 2007 - August 2008
McGlone Law Firm 2005 - 2007
Wachovia Bank September 2001 - February 2005
Mystique Jewelers February 2001 - August 2001
Damascus Community Bank August 1996 - February 2001
Tom and Ray's Restaurant September 1993 - January 1997
Education
Northern Virginia Community College 2002 — 2005
General
Montgomery College 1995 — 2001
General
Damascus High School 1990 — 1994
Graduated
Capital Group January 2014 - Present
American Funds December 2012 - December 2013
JP Morgan Asset Management October 2010 - October 2012
JP Morgan Asset Management January 2009 - September 2010
J&W Seligman May 2007 - November 2008
Wachovia Bank November 2004 - May 2007
UBS Financial Services January 2003 - November 2004
Skills
Financial Advisory, Separately Managed..., Asset Managment, Securities, Uniform Combined State..., Hedge Funds, Series 24, Equities, Series 6, Asset Management, Fixed Income, Financial Services, 401k, Investment Advisory, Investment Strategies, Investments, Retirement Planning, Investment Management, FINRA, Trading, Retirement, Portfolio Management
Education
Monmouth University 1999 — 2001
Bachelors, Business Finance
Wachovia Bank Sr IT Project ManagerWachoviaSeptember 2004 - Present
Gerber Alley 1992 - 1996
Skills
SDLC, Business Intelligence, Software Project..., Agile Methodologies, Disaster Recovery, Program Management, Requirements Analysis, PMO, Project Management, Business Process, Business Analysis, Process Improvement, Web Services, Unix, IT Strategy, Business Requirements, Vendor Management, Project Portfolio..., SQL, Data Center, Enterprise Architecture, .NET, Java, XML, SOA, Software Documentation, DB2, Risk Management, Microsoft SQL Server, Software Development, MS Project, Integration, PMP, Business Process..., Information Technology, Solution Architecture, IT Management, Microsoft Project
Education
Monmouth University 1979 — 1982
Bachelors, Computer Science
Wyle May 2010 - Present
The Wexford Group August 2008 - May 2010
Wachovia Bank January 2006 - July 2008
United States Air Force July 1997 - July 2005
Education
Monmouth University 2005 — 2008
MBA
Virginia Polytechnic Institute and State University - Pamplin College of Business 1993 — 1997
Finance
Wachovia Bank December 2006 - Present
Education
Montreat College
Wells Fargo October 2009 - Present
Wachovia September 2002 - September 2009
Wachovia Bank September 2003 - September 2005
Wachovia Bank August 1995 - September 2001
First Atlanta June 1981 - September 1985
Skills
Program Management, Software Documentation, Customer Service, Training, Human Resources, Public Speaking, Process Improvement, Event Planning, Research
Education
Morris Brown College 1977 — 1981
Bachelors of Science, Business Administration
Wells Fargo Advisors, LLC 2009 - Present
Wachovia Bank 1998 - 2008
Bank of America 1997 - 1998
Merrill Lynch 1984 - 1997
Skills
Insurance, Risk Management, Series 7, FINRA, Series 24, Banking, Compliance, Planning, Problem Solving, Annuities, Cost Reduction, Series 14, CRCP, Series 66, Conflicts of Interest, Code of Ethics, Registration
Education
Monmouth University
BS, Business Administration
University of North Florida - College of Business Administration
MBA
BBVA Compass March 2015 - Present
BBVA Compass November 2013 - Present
Fifth Third Bank June 2009 - November 2013
Wachovia Bank 2008 - 2009
Skills
Asset Management, Banking, Budgets, Change Management, Commercial Banking, Commercial Lending, Credit, Customer Retention, Customer Service, Finance, Leadership, Loans, Mortgage Lending, New Business Development, Process Improvement, Retail, Strategic Planning, Team Building
Education
Morehouse College
University of North Florida
Wachovia Bank April 2008 - Present
Bank of America March 2007 - April 2008
Bank of America March 2006 - March 2007
Education
Montclair State University 1999 — 2004
BA, Sociology - Minor - Criminal Justice
IBERIABANK May 2011 - Present
Wachovia/Wells Fargo April 2006 - March 2009
Wachovia Bank 2004 - 2009
Wachovia Bank/World Savings April 2004 - February 2006
World Savings/Wachovia March 1987 - April 1996
Education
Minot State University 1975 — 1979
Bachlors in Education, Physical and Health Education
Wells Fargo 2009 - Present
Wachovia Bank January 2008 - Present
Wachovia Bank February 2006 - December 2007
Education
Montreat College 1998 — 2000
BA, Business Administration
Montreat College 1998 — 2000
Business Administration
Google October 2011 - Present
Oracle March 2010 - October 2011
Oracle September 2008 - March 2010
Wachovia Bank October 2007 - September 2008
World Savings September 2005 - September 2007
Education
Naropa University 2005 — 2007
B.A., Music
Cedar Valley College 2003 — 2005
AAS, Recording Technology
USAA November 2012 - Present
Lender Processing Services, Inc. (LPS) December 2009 - November 2010
Miller Appraisal October 2008 - April 2010
Wachovia Bank 2001 - 2008
Wachovia 2001 - 2008
Wachovia Securities Financial Network 2000 - 2005
World Savings June 1998 - October 2001
Education
Midwestern State University 1988 — 1990
Wachovia Bank June 2007 - Present
Wachovia Bank February 2004 - June 2007
Wachovia Securities March 2001 - February 2004
Tata Consultancy Services August 1994 - February 2001
Education
National Institute of Technology Tiruchirappalli 1992 — 1994
M.E., Computer Science
Osmania University 1988 — 1992
B.E., Computer Science
The Elisabeth Morrow School August 2010 - Present
The Bank of New York 2000 - 2002
First Union 1998 - 2000
Wachovia Bank 1997 - 1997
Education
Vanderbilt University - Owen Graduate School of Management 1996 — 1998
M.B.A., Finance
Villanova University 1990 — 1994
B.S., Finance
Montclair State University
Wells Fargo Bank October 1992 - Present
Wachovia Bank 1992 - November 2009
Education
Murray State University 1981 — 1985
BS, Finance
Regions Bank August 2012 - Present
Regions Mortgage December 2011 - August 2012
Regions Mortgage June 2010 - January 2012
Cadence Bank September 2008 - August 2009
Wachovia, A Wells Fargo Company October 2006 - September 2008
SunTrust Bank August 2001 - October 2006
Wachovia Bank March 1998 - August 2001
Wachovia Mortgage March 1997 - March 1998
Skills
Loans, Underwriting, Loan Origination, Credit
Education
Mississippi State University 1992 — 1996
B.B.A, Business Administration; Real Estate and Mortgage Finance
TIAA-CREF May 2012 - Present
Wells Fargo 2009 - May 2012
Wachovia Bank 2006 - 2009
Skills
GLBA, IT Audit, IT Governance, Risk Assessment, SOX, Database Security, Technology Management, Governance, Sarbanes-Oxley Act, Information Security, Information Security..., Databases, PCI DSS, Enterprise Software, Disaster Recovery, CISSP, Vulnerability Assessment
Education
New Mexico Highlands University 1989 — 1992
BA, Computer Information Systems
PNC December 2011 - Present
AT&T December 2006 - November 2011
Wachovia Bank May 2004 - November 2006
Wells Fargo Bank May 2004 - November 2006
Bank of America June 2002 - April 2004
Bank of America May 2002 - April 2004
Skills
Consulting, Consultative Sales..., Business Intelligence, Closing Contracts, Management Development, Multi-cultural team..., Building Leadership..., Networking Solutions, Marketing, Small Business, Insurance, Coaching, New Business Development, Banking, Cold Calling
Education
Morehouse College 1997 — 2002
Bachelor of Arts, Economics
Avondale High School 1995 — 1997
Diploma, Academics
Morehouse College
Bachelor of Arts, Economics
Kingdom of YAH April 1980 - Present
OIC International 2007 - 2007
Wachovia Bank July 1978 - August 1999
Dispatch Courier Express July 1978 - February 1979
Skills
Microsoft Office, Customer Service, Social Media, Management, Microsoft Excel, Project Management, Marketing, Public Speaking, Strategic Planning, Sales
Education
Morehouse College 1978 — 1978
I didnt complete 4 years, City/Urban, Community and Regional Planning
MaryHolmes Jr College,SouthWest High School,Henry County Training School 1976 — 1977
Associate's degree, Computer Science
Wachovia Bank December 2002 - Present
Georgia Federal Credit Union February 2000 - September 2002
Education
Morehouse College 1999 — 2001
Mathematics, Biology
University of Alaska Anchorage 1998 — 1999
Mathematics, Anatomy
East Anchorage High School 1995 — 1999
BB&T October 2013 - Present
Community Health Systems July 2011 - December 2012
Bank of America August 2008 - March 2009
Wachovia Bank December 1993 - August 2008
Skills
Vendor Management, Disaster Recovery, Risk Management, Business Analysis, Business Continuity, Project Management, SDLC, IT Strategy, Process Improvement, Program Management, Change Management, Disaster Recovery Plans..., Living Disaster..., Satellite Communications, Policies and Procedures, Information Security, Security, SharePoint, Risk Assessment, Analysis, Active Directory, Business Process..., Information Technology, Integration, Leadership
Education
Montreat College 1998 — 2000
Associate, Business Administration
Covenant Properties December 2011 - Present
Wachovia Bank December 2001 - December 2011
Wells Fargo Bank December 2001 - December 2011
Wells Fargo Home Mortgage 2001 - 2011
El Centro 1985 - 1996
Skills
Mortgage Lending, Loans, FHA, Credit, Mortgage Banking, Loan Origination, Refinance, Banking, Residential Mortgages, Credit Analysis, USDA, Commercial Lending, Mortgage Underwriting, Underwriting, Loss Mitigation, Investment Properties, Management, Microsoft Technologies, Real Estate, Microsoft Office, Sales, Customer Service, Selling, Insurance, Loan Modifications, Financial Analysis, VA loans, Foreclosures, Consumer Lending, Risk Management, Call Centers, Short Sales, First Time Home Buyers, REO, FHA financing, Referrals, VA Loans
Education
University of South Carolina-Columbia 2003 — 2006
msw, social work
Midlands Technical College 1996 — 2001
Associate of Arts (A.A.)A.S, Liberal Arts and Sciences/Liberal Studies
Wells Fargo Card Services April 2010 - Present
Wachovia Bank September 2002 - April 2010
US LEC September 2000 - September 2002
First Union Bank March 1996 - September 2000
Norwest Financial June 1993 - March 1996
Norwest Card Services August 1988 - June 1993
Fawn Engineering January 1988 - August 1988
Electro-Mech, Inc. March 1982 - November 1987
Education
Mohawk Valley Community College 1974 — 1975
Graphic Design
WACHOVIA BANK April 2004 - January 2007
JP Morgan Chase December 2002 - May 2004
Education
Nassau Community College
Atlantic Mortgage Solutions April 2006 - Present
Coastal Mortgage Services of the Low Country, LLC 2003 - 2006
Wachovia Bank 2000 - 2003
Summit Bank 1995 - 2000
Mellon Bank 1994 - 1995
Mellon Bank 1989 - 1993
United Penn Bank 1983 - 1989
United Penn Bank 1983 - 1984
United Penn Bank 1983 - 1983
Skills
Microsoft Office
Education
Moravian College 1979 — 1982
BA, Accounting
Moravian College 1979 — 1982
Moravian College 1979 — 1982
Marian High 1974 — 1978
St Jeromes
Wells Fargo June 2006 - Present
Wachovia Bank October 2003 - May 2006
Wachovia Bank December 2001 - October 2003
Skills
PL/SQL, Teradata, Microsoft Office 2007, SharePoint, Six Sigma, Fraud, Risk Management, Analysis, Access, Leadership, Software Documentation, Strategy
Education
Utica College 2009 — 2011
MS, Economic Crime Management
Mount Holyoke College 1993 — 1997
BA, Psychology
New Jersey Economic Development Authority/ NJEDA May 2012 - Present
Valley National Bank June 2010 - January 2012
CITI BANK April 2009 - April 2010
CITI BANK April 2009 - April 2010
JPMORGAN CHASE, Upper Bergen County N June 2006 - April 2009
JPMORGAN CHASE, Upper Bergen County N June 2006 - April 2009
WACHOVIA BANK February 2003 - June 2006
Skills
Banking, Budgets, CRM, Business Planning, Cross Selling, Customer Satisfaction, Finance, Loans, Management, Portfolio Management, Marketing Strategy, Process Improvement, Project Management, Retail Banking, Project Planning, Sales, Team Leadership, Training, Credit, Credit Analysis, Relationship Management
Education
Montclair State University
B.S, Finance & Management
Asset Based Lending March 2006 - February 2008
Wachovia Bank November 2001 - March 2006
Leveraged Finance April 2000 - November 2001
Administration-Leveraged Finance January 2000 - April 2000
Wachovia Bank November 1999 - January 2000
Wachovia Bank June 1998 - November 1999
General Loan Administration January 1997 - June 1998
JIM MAXEY’S BOWLING AND TROPHY SHOP, INC July 1990 - January 1997
Inventory Analysis Systems January 1990 - July 1990
MAJIK MARKET May 1985 - December 1989
Education
National Louis University 2001 — 2002
Master of Science, Managerial Leadership
Monmouth College 1980 — 1984
Bachelor of Arts, Physical Education
AMERICAN INSTITUTE OF BANKING
Columbia Gastroenterology Associates October 2003 - August 2010
Wachovia Bank August 1985 - May 2003
Education
Midlands Technical College
Accounting
Newberry College
Accounting
CIGNA Healthcare July 2010 - Present
SunTrust Bank June 2007 - July 2010
Wachovia Bank October 2001 - April 2007
Citibank November 1987 - October 2001
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Team Building, Sales Management, Negotiation, Outlook, Social Media
Education
Nassau Community College 1984 — 1985
Tort Law/ Real Estate
TMX Finance April 2014 - Present
Time Warner Cable July 2010 - January 2014
Time Warner Cable September 2009 - August 2010
Williams Financial Group May 2009 - September 2009
Wachovia Bank February 2009 - September 2009
Pettit & Barraza April 2008 - January 2009
"Care" Crisis Center February 2004 - July 2006
Kazakh State University of International September 2000 - February 2004
Commercial Bank of Turkmenistan June 1997 - August 2000
Skills
Account Reconciliation, General Ledger, PeopleSoft, Fixed Assets, Accounts Receivable, Accounts Payable, Financial Analysis, Microsoft Excel, Accruals, Outlook, Financial Statements, Peachtree, Bank Reconciliation, Microsoft Word, Balance, Teamwork, Variance Analysis, Accounting, Microsoft Office, Tax, Access, QuickBooks, Finance, Payroll, Journal Entries, Budgets, Invoicing, Spreadsheets, Financial Reporting, Hyperion Enterprise, Sarbanes-Oxley Act, GAAP, Financial Accounting, Analysis, Sarbanes-Oxley, Pivot Tables, Billing Systems, Data Analysis, Depreciation, Business Analysis, PowerPoint, Internal Controls, Data Entry, Payments
Education
Turkmen State University
MS, Economics
Turkmen State University
BA, International Economics
Mountain View College 2012 — 2013
CPA Program
First Niagara Bank, N.A. January 2013 - Present
Independent Advisor June 2009 - January 2013
Wachovia Bank 1991 - 2008
SEI and Premier Systems October 1986 - October 1991
Glenmede December 1983 - October 1986
Saul Ewing LLP October 1980 - December 1983
Skills
Wealth Management, Banking, Personal Financial..., Financial Modeling
Education
Neumann University 1980 — 1984
Bachelor of Science, Legal Administration
Wesley College 1978 — 1980
AA, Legal/Paralegal
Forrester Research August 2013 - March 2015
Samsung C&T America January 2011 - October 2012
Mendonca and Suarez, LLC October 2009 - April 2010
Wachovia Bank January 2009 - May 2009
Deutsche Bank January 2007 - September 2007
Skills
Communication,..., Experienced in..., Outlook, Internet..., Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Finance, Variance Analysis, Financial Statements, Budgets, Analysis, Accruals, Tax, Sales, Tax Preparation
Education
New Jersey City University
Bachelor of Science (B.S.), Accounting
TD Bank September 2011 - Present
Sprint Nextel Corporation April 2003 - November 2010
Business Telecom Inc December 2000 - December 2002
First South Bank April 2000 - October 2000
Wachovia Investments June 1994 - April 2000
Wachovia Bank April 1991 - June 1994
Skills
Banking, Risk Management, Financial Risk, Sales, Finance, Credit, Business Analysis, Financial Analysis, Mutual Funds, Human Resources, Sales Operations, Due Diligence, Account Management, Sales Management, Trading, Cold Calling, Loans, Management, AML, Business Development, Software Documentation, Accounting, Call Centers, Analysis, Relationship Management, Internal Audit, B2B, Financial Services, CRM, Investments, Anti Money Laundering
Education
Midlands Technical College 1986 — 1987
Certificate, Communications Network Management
exclusively by bethann Executive Assistant/ Transaction ManagementRobert Chevez & Co.April 2011 - Present
Wachovia Bank 2005 - 2008
Education
Murray State University 1999 — 2003
Graphic Communications, Photography
White Oak of Columbia March 2015 - Present
Managing my own business September 2014 - Present
Unitrends October 2013 - August 2014
Unitrends September 2013 - October 2013
Unitrends April 2010 - September 2013
Wachovia Bank September 2008 - December 2009
Price Waterhouse Coopers November 2006 - May 2007
BlueCross BlueShield of SC April 2003 - June 2006
BlueCross BlueShield of SC December 2001 - April 2003
Added Dimensions May 2000 - December 2001
Skills
Customer Service, Medical Billing, Credit, Accounts Receivable, Accounting, Banking, Financial Analysis, Account Reconciliation, Process Improvement, Outlook, Netsuite, Salesforce.com, Dunn & Bradstreet, Equifax, Graydon, Start-ups, Selling, New Business Development, Program Management, Microsoft Word, Training, Cold Calling, Direct Sales, Sales Management, Microsoft Excel, Negotiation, PowerPoint, Insurance, Team Leadership, Employee Benefits, Sales, Vendor Management, Recruiting, Business Development, Employee Relations, NetSuite, Budgets, Team Management, Marketing, Inventory Management, Leadership, Access, Account Management, Finance, Research
Education
Midlands Technical College 1998 — 2000
Allied Health, Business Management
Cardinal Newman High School 1993 — 1997
Diploma
GENEX Services, LLC 2014 - Present
Liberty Mutual Insurance August 2009 - April 2014
Keys of Carolina December 2010 - February 2011
HRP Nursing Services February 2004 - June 2008
Palmetto Health Richland October 2002 - February 2004
Wachovia Bank January 1997 - January 2002
Scana Energy January 1999 - January 2000
Skills
Case Management, Healthcare, Critical Care, Radiology, PACU, Insurance, Nursing, Medical/Surgical, Medicine, Medicare, Utilization Management, Medical Case Management, Telemetry, Medical-Surgical, EMR, Healthcare Management, HIPAA, Hospitals, Process Improvement, Customer Service, Managed Care, Healthcare Information..., Certified Case Manager, Health Insurance, Public Speaking
Education
Midlands Technical College
Associates Degree, Nursing
University of South Carolina-Columbia
Business Management
Capital One Bank January 2006 - Present
Chico's FAS Inc. May 2005 - December 2005
Gymboree Inc. May 2000 - December 2005
Wachovia Bank August 1998 - May 2000
Skills
Credit, Customer Service, Retail Banking, Banking, Commercial Banking, Loans, Mortgage Lending, Financial Services, Credit Cards, Relationship Management, Cross Selling, Branch Banking, Branch Management, Team Building, Sales Management, Training, Sales, Talent Acquisition, Coaching, Lines Of Credit, Mortgage Banking, Small Business Lending, New Business Development, Consumer Lending, Finance, Executive Management
Education
University of Maryland College Park 2000 — 2003
Business Administration, Management Studies
Montgomery College 1998 — 2000
Associates Degree, Business Administration
Wells Fargo Bank July 2010 - Present
Wachovia Bank April 1997 - July 2010
Skills
Loans, Cash Management, Banking, Treasury Management, Commercial Banking, Credit, Treasury Services, Merchant Services, Portfolio Management, Relationship Management, Financial Services, Credit Analysis, Payments, Internet Banking, Credit Cards
Education
Middlesex County College
Oasis Outsourcing May 2012 - Present
ZMB Consulting LLC November 2010 - May 2012
Wells Fargo Bank July 2009 - November 2010
Wachovia Bank April 2007 - July 2009
Wachovia Bank July 2000 - March 2007
Paychex December 1993 - February 2000
Skills
Management, Sales, Sales Management, Customer Retention, Sales Process, Team Building, Budgets, Leadership, Sales Process..., Sales Skills Training, Loans, Business to Business..., Budget Management, Budget Development, Payroll Administration, HR Consulting, Interviewing, Onboarding, Sales Pipeline..., Customer Experience, Business Strategy, Business Management, Employee Benefits, Affordable Care Act, Risk Management, 401k, Retail Banking, Retirement Planning
Education
State University of New York College at Geneseo 1989 — 1993
BA, Management Sciences, Marketing
Monroe Community College 1988 — 1989
Business Administration
Forensic Technology March 2012 - Present
Unisys November 2007 - November 2011
Unisys April 2009 - November 2010
Bank Atlantic February 2006 - November 2007
Wachovia Bank January 2005 - February 2006
Wachovia Bank May 2002 - January 2005
Skills
Excel, Outlook, Power Point, CCNA, Security+, A+ Certified, Network+, RFID+, CCNA Security, Troubleshooting
Education
Middlesex County College 2000 — 2001
Accounting, Accounting
Dra Conchita Cuevas 1996 — 2000
High School, General
Wells Fargo May 2012 - July 2012
TMX Finance October 2011 - January 2012
Regions Bank March 2009 - October 2011
Wachovia Bank January 2007 - March 2009
Education
Mississippi State University
Bachelor's Degree, Banking & Finance
Hess Corporation July 2010 - August 2014
Hess Corporation March 2008 - July 2010
Hess Corporation December 2006 - March 2008
Prudential Financial June 2005 - December 2006
Wachovia Bank January 2004 - June 2005
Skills
Lean Training, Commodity, Natural Gas, Trading, Energy, Petroleum, Derivatives, Financial Analysis, Analysis, Options, Financial Modeling, Microsoft Excel, Contract Management, Forecasting, Oil/Gas, Project Management, Electricity, Crude, Energy Markets, Gas
Education
New Jersey Institute of Technology - School of Management 2010 — 2013
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Bachelor of Arts (B.A.), Communication
Allstate Financial Services, LLC June 2008 - Present
Wachovia Bank 2005 - 2008
Legg Mason 2004 - 2005
Skills
Insurance, Retirement Planning, Fixed Annuities, Health Insurance, Employee Benefits, Disability Insurance, Life Insurance, Mutual Funds, Microsoft Office, Team Building, Property & Casualty...
Education
Millsaps Else School of business 2002 — 2003
Master of Business Administration (MBA), Finance, General
Millsaps College 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Wells Fargo March 2009 - December 2011
Wachovia Bank October 2003 - March 2009
Goody's Family Clothing March 2001 - March 2002
Goody's Family Clothing November 1997 - March 2001
Education
Midlands Technical College 2006 — 2008
Associate's Degree, Criminal Justice Public Service
South Carolina Department of Agriculture September 2008 - Present
Wachovia Bank 1982 - 2007
Skills
Administrative..., Outlook, Data Entry, Access, Customer Service, Microsoft Excel, Spreadsheets, Microsoft Office, PowerPoint, Office Management, Microsoft Word, Office Administration
Education
Midlands Technical College 2007 — 2010
Associate of Arts (AA), Business Administration and Management, General
Lakenheath American High School, Lakenheath England 1976 — 1980
High School
New Millennium Bank April 2009 - January 2012
Wachovia Bank March 1980 - October 2008
Skills
Microsoft Excel, Microsoft Word, Access Database, Account Reconciliation, G/L Reconciliations, Research, Reporting & Analysis, Customer Service, QuickBooks, Peachtree, Quick Study
Education
Middlesex County College 2012 — 2013
Certificate, Computerized Accounting
Middlesex County College 1976 — 1978
Associate's degree, Computer Science
WACHOVIA BANK September 2006 - October 2008
AMSOUTH BANK September 2005 - June 2006
First Place Staffing November 2004 - September 2005
Molton, Allen & Williams August 2000 - July 2004
Compass Bank July 1995 - August 2000
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, English, Outlook, Leadership, Photoshop, Public Speaking
Education
Miles College 1996 — 1999
Bachelor of Science (B.S.), Accounting
Bank of America Sales and Service Rep. Accurately processed teller transactions, quality customer service, opened personal accounts, business account, maintained sole custody of 2 atm's, achieved sales goals, assisted teammates to meet their sales goals.TransportationEducation ConnectionOctober 2012 - Present
Town of Watertown November 2004 - Present
Bank of America May 2005 - June 2013
Wachovia Bank May 2005 - March 2008
Skills
Customer Service, Banking, Custodians, Transportation
Education
Naugatuck Valley Community College 1992 — 1994
Associate's degree, Business/Corporate Communications
DTZ, a UGL company August 2013 - Present
Iron Mountain April 2008 - March 2010
Wachovia Bank June 1999 - August 2006
Education
Impetus Systems Careers 2007 — 2007
Certificate, Computerized Accounting, A
New Jersey City University 1991 — 1993
Business Administration and Management, General