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
PricewaterhouseCoopers - Service Delivery Center (PwC SDC) 2014 - Present
Capital Bank 2013 - 2014
Wells Fargo Bank 2010 - 2013
Wells Fargo Bank 2005 - 2010
Wachovia Bank 2001 - 2005
Skills
Leadership, Employee Training, Human Resources, Management, Public Speaking, Recruiting, Microsoft Word, Customer Service, Microsoft Excel, Process Improvement, Team Building, Sales, Outlook, Microsoft Office
Education
Webster University 2004 — 2006
Master of Arts (M.A.), Human Resources Management/Personnel Administration, General
South University 2002 — 2002
Certification, Paralegal Studies
Paine College 1997 — 2001
Bachelor of Arts (B.A.), English
Karen Bloem Appraisals October 2009 - Present
Owner - self employed November 2009 - December 2013
RELS March 2011 - November 2013
World Savings/Wachovia June 1986 - December 2008
wachovia 1986 - 2008
world savings 1986 - 2008
Wachovia Bank 1986 - 2008
wachovia 1980 - 2008
Skills
Appraisals, Residential, Customer Service, REO, Appraising, FHA, Foreclosures, Single Family Homes, Real Estate, Condos, Short Sales, Appraisal, Investment Properties, Home, Valuation, Real Estate Investment, Real Estate Development, Market Analysis, First Time Home Buyers, Refinance, Real Estate Economics, Investors, HUD, FHA financing, SFR, Management, Residential Homes, FHA Financing
Education
Pasadena City College 1981 — 1984
Real Estate
south hills high school 1970 — 1974
diploma, general
RRD Partners March 2014 - Present
AMN Healthcare January 2013 - February 2014
Cox Communications September 2012 - January 2013
KeyBank September 2011 - April 2012
GM Nameplate June 2011 - August 2011
Remington Rand October 2008 - December 2010
Wachovia Bank March 2007 - October 2008
Bank of America December 2005 - February 2007
Medstaff Healthcare Solutions September 2003 - December 2005
Management Recruiters of Portland, LLC 2001 - 2002
Skills
Applicant Tracking..., Recruiting, Talent Management, Sourcing, Interviews, Human Resources, Cold Calling, Hiring, Management, PeopleSoft, New Hire Orientations, Business Development, Taleo, Sales, Strategy, Strategic Sourcing, College Recruiting, Onboarding, Talent Acquisition, Internet Recruiting, Technical Recruiting, Employee Relations, Temporary Placement, Screening Resumes, Resume Writing, Benefits Negotiation, Staffing Services, Building Relationships, Contract Recruitment, Temporary Staffing, Permanent Placement, Relationship Building
Education
Portland State University 1990 — 1994
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Self-employed July 2010 - Present
Wachovia Bank 2005 - 2007
Landiscor Real Estate Mapping 1999 - 2001
Washington Mutual Bank 1997 - 1999
Navy Federal Credit Union 1997 - 1997
Great Lakes Credit Union 1996 - 1997
Columbia Lutheran 1994 - 1996
Skills
Training, Marketing, Leadership, Makeup Artistry, Styling, Fashion, Cosmetics, Photography, Visual Merchandising, Photoshop, Creative Direction, Retail, Graphic Design, Illustrator, Adobe Creative Suite
Education
North Seattle College 2012 — 2015
Associates in Business/ Arts, 3.53
Pensacola State College 2009 — 2010
Esthetic, Esthetician (Facial Specialist), 4.0
Pensacola State College 2008 — 2010
Cosmetology/Cosmetologist, General
Airbnb October 2014 - Present
Lovejoy Bakers June 2013 - October 2014
Advantis Credit Union December 2012 - June 2013
Wells Fargo September 2011 - December 2011
Wells Fargo October 2008 - September 2011
Wachovia Bank August 2007 - January 2008
Skills
Banking, Time Management, Financial Analysis, Cross Selling, Microsoft Excel, Spanish, Spanish Literature, Spanish-English, Barista Training, Customer Service, Cash Handling Experience, Multi Tasking, Microsoft Office, Employee Training, Team Building, Team Management, Social Media, Public Speaking, Event Planning, Data Entry, Organizational Behavior, Translation, English-Spanish, Social Networking, Electronic Funds...
Education
Portland State University 2011 — 2014
Bachelor's Degree, Spanish Language and Literature
Portland State University 2011 — 2014
Bachelor's Degree, Arts and Letters
Wells Fargo Bank June 2011 - Present
Wachovia bank January 2000 - June 2011
First Union January 1990 - January 2000
Florida National Bank June 1986 - January 1990
Flagler National Bank November 1981 - June 1986
First Marine Bank and Trust Co. September 1976 - November 1981
Skills
Commercial Banking, Credit, Mortgage Lending, Banking, Commercial Lending, Loans, Credit Analysis, Credit Risk, Small Business Lending, Portfolio Management, Retail Banking, Loan Origination, Consumer Lending, Training, Cross Selling
Education
Palm Beach State College 1978 — 1982
Human Resource Mgmt
Jupiter Community High School 1971 — 1975
Santander Bank, N.A. May 2015 - Present
Susquehanna Bank November 2014 - May 2015
York Traditions Bank May 2011 - November 2014
Fulton Bank May 2006 - May 2011
Wachovia Bank March 2005 - May 2006
Blue Ball National Bank March 2004 - March 2005
Commonwealth Bank May 1993 - March 2004
Skills
Banking, Risk Management, Credit, Financial Analysis, Finance, Retail Banking, Commercial Banking, Customer Service, Management, Loans
Education
American Institute of Paralegal Studies 1994 — 1995
Diploma, Paralegal Studies, 3.8
Penn State University 1988 — 1993
Bachelor of Arts (B.A.), History, 3.5
Penn Liberty Bank May 2008 - Present
Wachovia Bank 2007 - 2008
Commerce Bank(Now TD Bank) October 2005 - October 2007
Skills
Banking, Loans, Small Business, Credit, Finance, Cash Management, Small Business Lending, Management, Commercial Banking, Networking, Commercial Lending, Retail Banking, Business Development, Sales Management, Training, Coaching, Deposits, Financial Services, Sales, Consumer Lending, Mortgage Banking, Mortgage Lending, Refinance, Executive Management, Branch Management, Cold Calling, Lines Of Credit, Investments, Credit Risk, CRM, Direct Sales, Portfolio Management, SBA, New Business Development, Outlook, Customer Acquisition, Credit Analysis, Underwriting, Customer Service, Risk Management, Residential Mortgages, Cash Flow Lending, Sales Presentations, Loan Origination, Wealth Management, Banker
Education
Penn State University 1966 — 1971
B.S. Secondary Education, Secondary Education
Abington Senior High School
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Wells Fargo 2009 - Present
Wells Fargo 2005 - 2009
The Bankers Bank 2001 - 2005
Wachovia Bank 1997 - 2001
Westinghouse Savannah River Company 1991 - 1995
Skills
Loans, Credit, Portfolio Management, Finance, Financial Risk, Real Estate, Commercial Real Estate, Middle Market, Banking, Credit Analysis, Commercial Banking
Education
University of South Carolina - The Moore School of Business 1995 — 1997
Master of Business Administration (MBA), Finance
Princeton University 1987 — 1991
Bachelor of Arts (BA), Politics
Raymond James Financial Services, Inc. Member FINRA/SIPC January 2005 - Present
Wachovia Bank January 2001 - January 2005
Morgan Stanely Dean Witter May 1998 - May 2000
Skills
Fixed Income, Portfolio Management, Asset Managment, Management, Investments, Alternative Investments, Wealth Management, Retirement Planning, Mutual Funds, Program Management, Asset Management, Estate Planning, Mergers & Acquisitions, Retirement, Series 7, Wealth, Investment Management, Bonds, FINRA, Strategic Financial..., Investment Advisory, Wealth Management..., Financial Planning
Education
Plymouth State University
BA, Psychology
Entrepreneurship Strategies LLC October 2010 - July 2015
Non-Profit and Business Plan Consulting January 2007 - April 2010
First Light Ventures, affiliated with Gray Ghost Ventures April 2008 - October 2008
Georgia-Pacific LLC September 2001 - December 2006
MYFAMILYCARD.COM LLC January 2000 - September 2001
Wachovia Bank June 1999 - October 1999
Altria Corporation September 1986 - September 1998
North American Philips Corporation (Philips Electronics of North America) September 1980 - September 1986
Sterling Drug Company (acquired by Eastman Kodak) June 1977 - September 1980
Skills
Entrepreneurship..., Business Planning, Project Managment..., Cross-functional..., Change Management, Corporate Finance, Treasury Management, Training, Leadership, Entrepreneurship, Leadership Development, Management, Team Building, Business Development, Cross-functional Team..., Risk Management, Program Management
Education
Pace University - Lubin School of Business
MBA, Finance
University of Dayton
BS, Education
Gibraltar Private Bank & Trust October 2014 - Present
First Republic Bank July 2010 - October 2014
Wachovia Bank June 2009 - July 2010
Countrywide Financial Corporation February 2007 - June 2008
Washington Mutual Bank June 2005 - February 2007
Skills
Commercial Mortgages, Commercial Lending, Mortgage Lending, Loan Origination, Credit, Refinance, Real Estate Economics, Investments, Real Estate Financing, Banking, Investment Properties, Commercial Banking, Real Estate, Loans, Financial Services
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Franklin County Public Schools, Rocky Mount VA. August 2014 - Present
Independent Consultant for The Pampered Chef March 2012 - June 2013
Henry Fork Service Center August 2009 - February 2010
The Franklin County Library June 2009 - September 2009
U-Haul October 2006 - February 2007
Two Wheel Café April 2006 - October 2006
Wachovia Bank January 2004 - October 2005
Rocky Mount Baptist Church December 2000 - May 2001
Music Express July 1996 - December 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Teamwork, Windows, Public Speaking, Social Media, English, Outlook, HTML, Access, Event Planning, Sales, Strategic Planning, Budgets, Office Management, Scrapbooking, C, Time Management, Team Leadership, Home Based Business, Training, C++
Education
Patrick Henry Community College 2012 — 2014
Associates, Entrepreneurship/Small Business Management
Franklin County High School 1992 — 1995
GED
Wells Fargo International Operations January 2009 - Present
Wachovia Bank September 2003 - December 2008
First Union National Bank September 1998 - August 2003
CoreStates Bank September 1995 - August 1998
CoreStates January 1994 - August 1995
CoreStates January 1990 - July 1995
Philadelphia National Bank September 1988 - December 1989
Skills
25 years of Intl..., Sound Knowledge of..., Strong payment and..., 15+ years of Project..., Strong Managerial and..., Strong knowledge in end..., Experienced in..., Experienced in ALM..., Vast experience with MS..., Member of PMI and CBAP..., Basic Knowledge of..., Software Documentation, Analysis, Business Intelligence, Management, Business Analysis, Testing, Vendor Management, Business Process..., SDLC, Banking, Project Management, Process Improvement, Leadership, Risk Management
Education
Philadelphia University 1995 — 2005
Master's degree, Business Administration, Management and Operations
West Chester University of Pennsylvania 1990 — 1994
B.S. Management, Business Administration and Management, General
Independent June 2014 - Present
RDX (Remote DBA Experts) February 2015 - September 2015
Parsons Brinckerhoff February 2013 - April 2014
Sinclair Broadcast Group August 2005 - February 2013
American Business Financial Services, Inc. January 2000 - May 2005
Wachovia Bank 1978 - 1998
City of Lancaster, PA 1990 - 1994
Skills
Oracle E-Business Suite, Oracle Applications, Oracle Discoverer, Oracle Financials, Oracle upgrades, End User Support, Application Management, Project Implementation, SQL*Plus, Oracle SQL, System Administration, Oracle R12 Financials, Oracle, SQL Loader, Business Analysis, Integration, GL, Project Management, ERP, IT Strategy, Accounts Payable, Requirements Gathering, Cash Management, Oracle HR, Enterprise Software, Financials, Oracle Financial, Business Process..., Management, Consulting, PL/SQL, Business Intelligence, Data Migration, Business Process, Disaster Recovery, Oracle Reports, OBIEE, CRM, Databases, Database Administration, Vendor Management, PeopleSoft, ITIL, Technical Support, Application Lifecycle..., Software Documentation, Financial Systems
Education
Saint Joseph's University 1987 — 1991
MBA
Penn State University
BS
DNB First November 2011 - Present
Wachovia, A Wells Fargo Company March 2008 - July 2011
Wachovia Bank November 2006 - March 2008
GlaxoSmithKline February 2000 - May 2001
CCH January 1995 - February 2000
Skills
Clinical Trials, Banking, Credit, Wealth Management, Management, Finance, Sales, Microsoft Excel, Loans, Risk Management, Investments, Commercial Lending, Consumer Lending, Relationship Management, Mortgage Lending, Portfolio Management, Customer Service
Education
West Chester University of Pennsylvania 1990 — 1994
Bachelor of Science, Exercise Physiology
Penn State University 1989 — 1990
Bishop Shanahan High School
Guild Mortgage October 2013 - Present
Ikon Financial Group March 2013 - October 2013
Citi 2010 - 2013
Citi December 2007 - July 2010
Wachovia Bank July 2007 - October 2007
Citi November 2003 - July 2007
Skills
Credit, Banking, Consumer Lending, Credit Analysis, Mortgage Lending, Loans, Loan Origination, Portfolio Management, Credit Risk, Financial Services, Loss Mitigation, Cross Selling, Finance, Mortgage Underwriting, Branch Management, Loan Servicing, Risk Management, Residential Mortgages, Refinance, FHA, Mortgage Banking, Leadership, Management, Retail Banking, Commercial Banking, Small Business Lending, Commercial Lending, Underwriting, Credit Cards, VA Loans, Real Estate, Sales, Customer Service, First Time Home Buyers, Investment Properties
Education
Pitt Community College 1999 — 2003
Associate of Arts and Sciences (A.A.S.), Marketing Retailing
Pitt Community College 1999 — 2003
Associate of Arts and Sciences (AAS), Business Administration
Wells Fargo June 2015 - Present
TD October 2014 - June 2015
RBS Citizens Bank May 2004 - August 2014
Wachovia Bank January 2002 - April 2004
First Union Bank January 1998 - December 2001
Skills
New Business Development, Banking, Portfolio Management, Financial Analysis, Cross-functional Team..., Credit, Relationship Management, Business Development, Financial Modeling, Management, Financial Structuring, Risk Management, Leadership, Strategy, Business Analysis, Loan Origination, Capital Markets, Finance, Financial Services, Executive Management, Cash Management, Mergers & Acquisitions, Investments, Negotiation, Sales
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1977 — 1979
Master's degree, European Economics and Politics
Princeton University 1973 — 1977
BA, Politics
Aramark April 2015 - Present
ARAMARK June 2011 - April 2015
Lincoln Financial Group June 2008 - June 2011
Wachovia Bank December 1996 - October 2007
wachovia 1996 - 2007
Skills
Problem Solving, Change Management, Data Governance, Managing Employees, Analytics, Data Quality, Process Improvement, Business Intelligence, Performance Management, Team Leadership, Continuous Improvement, Operations Management, Business Process..., SQL, SAS, SPSS, Access, Excel, Master Data Management, Data Science, Management, Microsoft Excel, SDLC, Data Analysis, Visio, Business Analysis, Data Warehousing, Data Mining, Data Modeling, Vendor Management, Software Documentation, Databases, Leadership, Integration, Requirements Analysis, Program Management, CRM, Risk Management, Project Management, Quality Assurance, SharePoint, Statistical Modeling, Forecasting, Analysis
Education
Penn State University 1990 — 1995
BS, Astronomy & Astrophysics
Morehead Title Company March 2008 - Present
Wachovia Bank March 2006 - January 2008
Investors Title Company September 1997 - March 2006
State Employees Credit Union September 1990 - September 1997
Skills
Real Estate, Mortgage Lending, Underwriting, Real Estate Transactions, Business Development, Loans, Commercial Real Estate, Credit, Title Insurance, Asset Management, Commercial Lending, Marketing, Investment Properties, Management, Customer Service
Education
University of North Carolina at Chapel Hill 1988 — 1990
Bachelor of Science (BS), Industrial Relations
Peace College 1986 — 1988
Citizens Bank August 2004 - Present
Citizens Financial Group 2004 - Present
Citizens Bank / Royal Bank of Scotland 2004 - Present
Junior Achievement of New Jersey 1997 - September 2010
Wachovia Bank June 1973 - July 2004
Wachovia 2000 - 2004
First Union 1973 - 2004
First Union National Bank 1996 - 2002
Industrial Valley Bank 1983 - 1987
Skills
Credit, Banking, Credit Analysis, Retail Banking, Fundraising, Loans, Leadership, Consumer Lending, Coaching, Commercial Lending, Commercial Banking, Risk Management, Financial Risk, Mergers, Customer Service, Small Business Lending, Mergers & Acquisitions, Operational Risk..., Portfolio Management, AML, Process Improvement, Event Management, Mortgage Lending, Performance Management, Retail, Financial Analysis, Bank Secrecy Act, Branch Management, Cross Selling, Mortgage Banking, Operational Risk, Non-profit Volunteering, Lines Of Credit
Education
Penn State University 1973 — 1977
Journalism
Marple Newtown
PNC Mortgage July 2014 - Present
Wells Fargo Home Mortgage July 2011 - June 2014
Embrace Home Loans, Inc. May 2009 - June 2011
Wachovia Bank February 2007 - April 2009
Wachovia April 2001 - March 2009
DLM/Mortgage January 2007 - August 2008
World Mortgage April 2001 - January 2007
Home Loan Experts/World Mortgage October 2005 - December 2006
World Mortgage August 2004 - September 2005
World Mortgage March 2002 - May 2003
Skills
Loan Origination, Loans, Mortgage Lending, Customer Service, Banking, Mortgage Banking, FHA, Leadership, Sales Management, Underwriting, Finance, Management
Education
Penn State University 1980 — 1984
BA, Journalism
Cheltenham High School 1976 — 1980
High School diploma
Pennsylvania State University, State
Bank of America November 2013 - Present
Bank of America March 2012 - November 2013
Trustmark Bank July 2010 - January 2012
Wachovia Bank October 2007 - April 2010
RAF Croughton Consolidated Club January 2005 - June 2006
RAF Croughton Consolidated Club January 2005 - June 2006
Bodum UK Ltd January 2005 - June 2006
Skills
Cash Handling, Customer Service, Microsoft Office, Cash Flow, Office Management, Deposits, Cash Management, Inventory Management, Payments, Data Entry, Banking, Risk Management, Accounting, Telephone Skills, Teamwork, Process Improvement, Management, Business Planning, Business Strategy, Microsoft Word, Computer Hardware, Time Management, Commercial Banking, Team Leadership, Sales, System Administration, Administrative..., Lines Of Credit, Consumer Lending, Team Building, ACH, Cash, Operational Risk, Public Speaking, Cross Selling, Branch Management, Banking Relationships, Retail Banking, Branch Banking, Bank Secrecy Act, Credit Cards, Internet Banking, Relationship Management, Leadership, Training, Coaching
Education
Strayer University 2012 — 2015
Bachelor's Degree, Management
Pearl River Community College 2007 — 2007
Degree: Associates, Marketing and Management; Associates
West Marion Hight School 1993 — 1997
SunTrust Bank February 2013 - Present
JPMorgan Chase June 2010 - February 2013
Gannett August 2008 - June 2010
Wachovia Bank 2007 - 2009
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Private Equity, Mergers & Acquisitions, Banking, Commercial Lending, Small Business Lending, Treasury Services, Cash Flow, Credit Analysis, Relationship Management, Management, Credit, Loans, Commercial Banking, Credit Risk, Retail Banking, Mortgage Lending, Portfolio Management
Education
Pontificia Universidad Católica Madre y Maestra 1996 — 1998
Business Administration and Management, General
Regions Financial Corporation October 2014 - Present
Stewart Lender Services March 2013 - October 2014
RJD Consuting July 2012 - May 2013
Wells Fargo Bank April 2009 - June 2012
Bluebonnet Credit Union February 2008 - January 2009
WACHOVIA BANK July 2005 - February 2008
WASHINGTON MUTUAL BANK November 2001 - June 2005
Skills
Banking, Finance, Analysis, Loans, Budgets, Credit, Cross Selling, Sales, Team Building, Retail Banking, Strategy, Operations Management, Sales Management, Leadership, Small Business Lending, Customer Service, Coaching, Strategic Planning, Financial Analysis, Vendor Management, Financial Services, Recruiting, Project Management, MS Project, Loan Origination, Risk Management, Auditing, Cash Management, Business Analysis, Credit Analysis, Branch Management, Mortgage Banking, Foreign Exchange, Customer Retention, Lotus Notes, Goal Setting, Performance Management, Photoshop, Crisis Management, Human Resources, Onboarding
Education
Texas Woman's University 2010 — 2011
MBA, Business
American InterContinental University 2006 — 2007
Bachelor; Master, Business Administration; Project Management; Business Administration
Prairie View A&M University 1993 — 1995
Marketing
Fort Bend Regional Council June 2013 - Present
Foster Agency October 2012 - June 2013
Texas Department of Family and Protective Services November 2010 - October 2012
BBVA June 2009 - November 2010
Spring ISD July 2008 - March 2009
Wachovia Bank February 2007 - December 2007
Woodforest National Bank February 2006 - August 2006
Skills
Social Services, Banking, Customer Service, Time Management, Organization, Money Management, Supervision, Motivated self-starter, Public Speaking, Works well with people, Enthusiastic..., Reliability
Education
Prairie View A&M University 2011 — 2014
Master's degree, Mental Health Counseling/Counselor- LPC
University of Houston-Downtown 2006 — 2009
Bachelor of Science (BS), Sociology
Immunalysis Corporation August 2014 - Present
Thermo Fisher Scientific October 2008 - August 2014
Cardinal Health February 2006 - October 2008
PSS November 2002 - January 2006
WACHOVIA BANK December 2000 - November 2004
Skills
Medical Devices, Capital Equipment, Sales, Sales Force Development, Sales Process, Salesforce.com, Cold Calling, Sales Operations, Selling, Sales Effectiveness, Market Development, Cardiology, Product Launch, Pharmaceutical Sales, Hardware Diagnostics, Hematology, Urology, Leadership, Sales Presentations, Pharmaceutical Industry, Neurology
Education
Presbyterian College 1995 — 1999
BA, Political Science
PNC March 2012 - Present
PNC Bank November 2008 - March 2012
Wachovia Bank March 2007 - November 2008
IronStone Bank October 2005 - March 2007
Credit Card Management Services 2001 - 2005
Skills
Commercial Lending, Credit, Loans, Small Business, Small Business Lending, Treasury Management, Cash Flow, Banking, Commercial Banking, Corporate Finance, Finance, Working Capital..., Underwriting, Credit Analysis, Training, Mortgage Lending, Business Expansion, Lines Of Credit, Cash Management, Asset Based Lending, Commercial Mortgages, Relationship Management, Business Finance, Portfolio Management
Education
Penn State University 1996 — 2001
Bachelor of Arts, History
SunTrust Bank October 2009 - Present
1st Manatee Bank August 2007 - October 2009
Wachovia Bank July 2004 - August 2007
Education
Pontificia Universidad Católica de Puerto Rico 1993 — 2003
BBA, Management/Marketing
Carolinas HealthCare System April 2014 - Present
Carolinas HealthCare System October 2010 - April 2014
Wachovia Bank May 2005 - July 2009
JPMorgan Chase Bank May 2002 - May 2005
SunTrust International Services December 1996 - April 2002
Skills
Banking, Commercial Banking, Financial Risk, Microsoft Excel, Training, Management, Credit, Data Analysis, Program Management, Project Management, Microsoft Office, Customer Service, Finance, Visio, Payments, Risk Management
Education
Pfeiffer University 2012 — 2015
Master's Degree, Health/Health Care Administration/Management, 3.78
University North Carolina 2009 — 2012
Double Bachelor's Degree, Criminal Justice and Political Science
2008- Center for Financial Training
Diploma, General Financial Banking Operations
American Institute of Banking
Phillips Edison and Co. August 2007 - November 2008
GMAC ResCap April 2006 - February 2007
Wachovia Bank April 2004 - February 2006
Skills
Due Diligence, Customer Service, Mergers & Acquisitions, Microsoft Excel, Real Estate, Risk Management, Contract Negotiation
Education
University of Maryland University College 2010 — 2012
MS, Accounting and Finance
Penn State University 1999 — 2003
BA, Journalism, Political Science
PNC Wealth Management July 2014 - Present
Citi Private Bank June 2011 - July 2014
SunTrust Bank June 2010 - June 2011
Wachovia Bank December 2005 - June 2010
Education
Penn State University 2000 — 2004
Truliant Federal Credit Union March 2011 - Present
BB&T 2009 - 2011
Wachovia Bank 2006 - 2009
Wachovia Bank 2005 - 2006
SouthTrust Bank/Wachovia Bank December 2003 - 2005
Skills
Credit, Team Leadership, Sales, Customer Experience, Building Relationships, Human Resources, Microsoft Office, Coaching, Retail Banking, Hands-on Training, Account Management, Business Development, Team Building, Mentoring New Hires, Banking, Loan Origination, Mortgage Lending, Credit Unions, Loans, Commercial Lending, Deposits, Consumer Lending, Small Business Lending, Lines Of Credit, Credit Analysis, Loan Servicing, Branch Management, Cross Selling, Credit Cards, Underwriting, Cash Management, Financial Services, Credit Risk, Risk Management, Commercial Banking, Internet Banking, Call Centers, Financial Analysis, Relationship Management, Strategic Financial..., Home Equity Lines of...
Education
Pfeiffer University 2014 — 2016
Master of Business Administration (M.B.A.), Human Resources Management and Development
Pfeiffer University
Bachelor of Science (B.S.), Business Administration
Spring ISD August 2013 - Present
Tele-Communication, Inc. July 2008 - March 2014
Wachovia Bank May 2005 - December 2007
Wachovia Bank Wealth Mangement May 2004 - December 2007
Skills
Microsoft Office, Team Leadership, Team Management, Organizational..., Project Implementation, Problem Solving, Time Management, Team Motivator, Communications Strategy, Personal Training, PeopleSoft, Budgets, Customer Service, Microsoft Excel, Market Research, Finance, Human Resources, Process Improvement, Project Planning
Education
Prairie View A&M University 2005 — 2007
MBA, Business
Prairie View A&M University 1999 — 2004
BA, Management Info Systems
The Salvation Army Adult Rehabilitation Center December 2012 - August 2013
Pfeiffer Institute for Marriage and Family Therapy August 2012 - August 2013
Pfeiffer Institute for Marriage and Family Therapy August 2010 - August 2011
Wachovia Bank October 2009 - June 2010
Westford United Methodist Church May 2007 - May 2009
Skills
Psychotherapy, Therapists, Family Therapy, Mental Health, Crisis Intervention
Education
Pfeiffer University 2010 — 2013
Master of Arts, Marriage and Family Therapy
Pfeiffer University 2005 — 2009
Bachelor of Science, Psychology
Wells Fargo National Bank July 2012 - Present
Wells Fargo Bank February 2009 - June 2012
Wachovia Bank March 2005 - January 2008
Skills
Business Analysis, Software Development, Cross-functional Team..., SharePoint, SDLC, MS Project, Software Documentation, Access, Program Management, Process Improvement, Management, Risk Management, Testing
Education
Pfeiffer University 2009 — 2011
MBA, Master of Business Administration
University of North Carolina at Charlotte 2006 — 2008
BS, Computer Science
TIAA-CREF September 2014 - Present
Perficient June 2012 - September 2014
Wells Fargo 2009 - 2011
Wachovia, a Wells Fargo Company 2006 - 2009
Wachovia Bank 1997 - 2006
First Union 1994 - 1997
Skills
Banking, Relationship Management, Financial Services, Product Management, Portfolio Management, Retail Banking, Cross-functional Team..., Leadership, Segmentation, Customer Experience, Strategy, Wealth Management, Vendor Management, Management, Analytics, Competitive Analysis, Process Improvement, Training, Team Building, Program Management
Education
Pfeiffer University 2006 — 2009
MS, Organizational Leadership & Change Management
Virginia Commonwealth University 1984 — 1986
B.S., Business Administration & Management
Helixplan
Merrill Lynch September 2014 - Present
Merrill Lynch April 2013 - September 2014
Invesco Ltd. / Morgan Stanley January 2006 - November 2011
Oppenheimer & Co. August 2005 - January 2006
Atlas Trading August 2004 - May 2005
Wachovia Securities December 2002 - August 2004
Wachovia Bank June 2000 - December 2002
Skills
Mutual Funds, Investments, Hedge Funds, Series 7, Alternative Investments, Fixed Income, Customer Relations, Financial Markets, Securities, Trading, Investment Strategies, ETFs, Equities, Asset Management, Asset Allocation, Key Account Management, Account Management, Product Management, Product Development, Management Consulting, Communication Skills, Marketing Communications, Customer Service, Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Global Business, Financial Instruments & Markets
Providence College 1997 — 2001
Bachelor of Science, Finance, French
RiskSpan January 2013 - Present
BlackRock May 2011 - December 2012
Wells Fargo January 2009 - January 2011
Wachovia Bank January 2006 - December 2008
First Union Bank June 1998 - December 2005
KPMG May 1990 - June 1998
US Army 1984 - 1987
Skills
Management Consulting, Loan Origination, Asset Management, Underwriting, Financial Analysis, Credit, Portfolio Managment, Valuation, Enterprise Risk..., Asset Managment, Portfolio Managers, Loans, Structured Finance, Real Estate, Banking, Commercial Real Estate, Financial Services, Portfolio Management, Mergers & Acquisitions, Finance, Financial Structuring, Financial Risk, Risk Management, Investment Properties, Consulting, Compliance, ORE, Forensic Analysis, Public Sector Accounting, Credit Management, Investment Banking, CMBS, Securities, Statutory Compliances, Capital Markets, Management, Due Diligence
Education
Penn State University
B.S., Accounting
Bethesda Health August 2011 - Present
David Associates October 2007 - November 2009
Wachovia Bank October 2006 - October 2007
Bank United September 2005 - October 2006
Skills
Data Entry, Banking, Microsoft Office, Hospitals
Education
South University 2008 — 2011
Bachelor of Science, Nursing
Palm Beach Community College 2006 — 2008
A.A, Associates of Arts
AIG July 2013 - Present
Wells Fargo June 2012 - July 2013
Wells Fargo August 2009 - May 2012
Wachovia Bank August 2006 - July 2009
Bank of America November 2003 - August 2006
Gateway Computer September 2002 - November 2003
Gateway Computers April 2001 - August 2002
Gateway Computers May 1999 - April 2001
AlliedSignal Aerospace April 1998 - April 1999
AlliedSignal Aerospace June 1996 - April 1998
Skills
Outsourcing, Strategy, Process Improvement, Strategic Planning, Cross-functional Team..., Business Strategy, Executive Management, Business Transformation, Operational Excellence, Offshoring, BPO, Business Development, Banking, Business Process..., Management, Mergers & Acquisitions, Program Management, Strategic Partnerships, Vendor Management, Financial Services, Relationship Management, Business Analysis, Leadership, Change Management
Education
Consumer Banking Association 2005 — 2008
Masters, Retail Banking
Pepperdine University 1993 — 1995
MBA, Masters in Business Administration
The Ohio State University 1985 — 1989
Bachelor of Arts (B.A.), Bachelor of Science (B.S), Marketing and Transportation Logistics
Wells Fargo January 2005 - Present
Wachovia Bank April 2004 - Present
First Place a division of WACHOVIA CORPORATION January 2004 - January 2004
Earthlink September 1998 - March 2003
Earthlink January 2000 - January 2003
Earthlink January 1998 - January 2003
Earthlink January 1999 - January 2000
Earthlink January 1998 - January 1999
Skills
Call Center, Content Management, BMC Remedy, SDLC, Telephony, Program Management, FTP, Unix, Databases, Networking, Vendor Management, Call Centers, Troubleshooting, Avaya, Technical Support, Visio, DNS, Process Improvement, Customer Experience, Help Desk Support, SMTP, System Deployment, Software Documentation, Customer Service, Microsoft Office, Disaster Recovery, IT Operations, ITIL, Active Directory, Service Delivery, Software Installation, Network Administration, TCP/IP, Apache, Cisco Technologies, Workforce Management, Customer Satisfaction
Education
UNCC 2008 — 2010
Software and Information Systems
CLEVELAND COMMUNITY COLLEGE
Pasadena City College
Business, Computer Information Systems; Management and Mathematics
TRI-COMMUNITY ADULT CENTER
Wells Fargo May 2007 - Present
Wachovia Bank May 2007 - January 2010
EasyStreet Online Services August 2004 - October 2006
UpStart Wireless April 2004 - August 2004
Accolade Technologies April 2003 - August 2004
Fortix October 2001 - November 2002
Sharp Labs of America February 2001 - September 2001
Trailworks.com May 2000 - November 2000
Dentistry Online, Inc. June 1999 - March 2000
Webridge 1998 - 1999
Skills
Integration, Disaster Recovery, ColdFusion, Windows, IIS, Data Center, ITIL, IT Management, SQL Server, SharePoint, Windows Server, Customer Relations, System Administration, HTML, Team Leadership, Strategic Planning, Cloud Computing, Business Analysis, Visio, Process Improvement, Microsoft Office, Architecture, Program Management, Microsoft SQL Server, IT Strategy, Enterprise Architecture, Databases, Software Development, Servers, Business Intelligence, Customer Service, SQL
Education
Patten University 2014 — 2015
Associate's of Arts in General Studies - Business, Business Management, Leadership
University of Phoenix 2007 — 2014
Bachelor of Science in Business/Information Systems
University of Oregon 1988 — 1989
Summer School of Music
Commuity Bank of Bergen County February 2015 - Present
Community Bank of Bergen County February 2015 - Present
The Office Bar and Grill July 2007 - June 2015
TDRCS December 2010 - October 2013
Wachovia Bank March 2010 - September 2010
Skills
Credit, Accounts Receivable, Customer Service, Organizing, Credit Analysis, Credit Liason, Analysis, Finance, Loans, Sales, Employee Benefits, Financial Analysis, Risk Management, Credit Risk, Credit Cards, Payments, Mortgage Lending, Banking
Education
Eastside High School 2003 — 2007
High School Diploma, JRTOC
Passaic County Community College
CardioReady June 2012 - Present
Gsc Technologies Group September 2007 - March 2012
Wachovia Bank November 2005 - September 2007
Lasko Products November 2003 - November 2005
Lasko Products November 2001 - November 2003
Skills
Sales Management, Sales Operations, Leadership, Key Account Management, Marketing Management, Marketing, B2B, Management, Product Marketing, Sales, International Sales, Banking, SaaS, Graphic Design, Corporate Branding, Negotiation, Pricing, Presentations, International Logistics, New Business Development, Strategic Planning, Contract Negotiation, Account Management, Training
Education
Penn State University 1994 — 1999
Bachelor's degree, Integrative Arts / Philosophy Minor
U.S. Trust Company of Delaware August 2014 - Present
PNC Delaware Trust Company October 2012 - August 2014
Wells Fargo June 2010 - September 2012
Wells Fargo 2007 - September 2012
Wachovia Bank December 2007 - June 2010
PricewaterhouseCoopers 2006 - 2007
Spector Gadon & Rosen, P.C. 2005 - 2006
Berwind Corporation May 2001 - July 2003
Deloitte September 1999 - May 2001
Skills
Estate Planning, Wealth Management, High Net Worth..., Asset Allocation, Portfolio Management, Wealth Management..., Investment Advisory, Investments, Mutual Funds, Securities, Series 7, Investment Management, Alternative Investments, Retirement Planning, Tax
Education
Temple University - James E. Beasley School of Law 2015 — 2017
Master of Laws (LL.M.), Tax Law/Taxation
Villanova University School of Law 2003 — 2006
Doctor of Law (J.D.)
Penn State University 1995 — 1999
Accounting/History
Bank of America September 2015 - Present
Contract November 2011 - August 2014
Capital One May 2007 - November 2011
Chevy Chase Bank 2007 - 2009
Kelly FedSecure October 2005 - April 2007
Wachovia Bank 1999 - 2005
MetLife 1989 - 1999
Skills
Applicant Tracking..., Talent Acquisition, Internet Recruiting, Recruiting, College Recruiting, Talent Management, Technical Recruiting, Benefits Negotiation, Human Resources, Financial Services, Employee Relations, Training, Networking, Organizational..., Employee Training, Career Development, Management, Hiring, Interviews, Executive Search, Temporary Placement, Consulting, Leadership, Contract Recruitment, Banking, Team Building, Employee Engagement, Customer Service, Sales, Coaching, Onboarding, Sourcing, Strategy, Performance Management
Education
Penn State University
Bachelor of Arts (B.A.)
SHRM-CP
Certified Professional
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company December 2011 - September 2013
Penn Life/Senior Solutions October 2009 - November 2011
Lifetime Financial Partners December 2008 - September 2009
Wachovia Bank August 1994 - October 2008
World Savings/Wachovia 1994 - 2008
Wachovia June 2007 - December 2007
World Savings August 1994 - June 2006
Skills
Leadership, Process Improvement, Coaching, Strategic Planning, Account Management, New Business Development, Team Leadership, Mortgage Lending, Underwriting, Credit, Strategic Financial..., Estate Planning, Group Insurance, Permanent Life Insurance, Annuity Sales, Insurance, Training, Management, Customer Service, Banking, Risk Management, Marketing, Sales Management, Team Building, Cross-functional Team..., Portfolio Management, Loans, Sales, Negotiation, Start-ups, Competitive Analysis, Finance, Employee Benefits, Mutual Funds, Fixed Annuities, Retirement Planning, Retirement, Series 63, Term Life Insurance, Series 6, Long Term Care Insurance, Life Insurance, Financial Services, Business Planning, Executive Management, Analysis, Mortgage Banking, Loan Origination
Education
Penn State University 1989 — 1994
Liberal Arts, Business, management
Ally Financial Inc. February 2014 - Present
Ally Bank January 2011 - February 2014
Wells Fargo September 2009 - January 2011
Wachovia July 2007 - September 2009
Bank of America May 2005 - July 2007
Wachovia Bank October 2003 - May 2005
First Union Securities December 1998 - September 2003
Skills
Business Analysis, Business Process..., Process Improvement, Business Strategy, Business Planning, Data Analysis, Requirements Analysis, Strategic Communications, Executive Presentations, Technical Analysis, Process Excellence, Business Partner Support, Executive Reporting, Strategy, Analysis, Analytics, Competitive Analysis, Program Management, Risk Management, Banking, Vendor Management, Project Management, Leadership, Management, Cross-functional Team..., Financial Services
Education
Pfeiffer University 2001 — 2003
MBA, Graduate School of Business
University of North Carolina at Charlotte - Belk College of Business 1995 — 1998
Bachelor of Science - Business Adminstration
TD August 2014 - Present
Wells Fargo June 2013 - August 2014
Wells Fargo Bank August 2010 - June 2013
SunTrust Bank October 2008 - August 2010
Wachovia Bank March 2006 - October 2008
Skills
Credit, Commercial Banking, Cash Management, Finance, Loans, Credit Analysis, Banking, Relationship Management, Commercial Lending, Small Business Lending, SBA, Financial Risk, Consumer Lending, Lines Of Credit, Treasury Management
Education
Polk State College
State Farm Insurance and Financial Services June 2015 - Present
Seminole Homes, LLC September 2004 - Present
Wachovia Bank May 2002 - July 2004
Skills
Insurance, Finance, Financial Analysis, Banking, Sales, Negotiation, Teamwork, Investment Banking, Real Estate, Investment Properties, Operations Management, Construction, Entrepreneurship, Budgets, Sports Coaching, Youth Development
Education
Palm Beach State College 1991 — 1993
Associate of Science (A.S.), Business Administration and Management
BofA Merrill Lynch March 2007 - Present
Wachovia Bank March 2006 - March 2007
1031 Exchange Advantage TM June 2004 - March 2006
Skills
Investments, Customer Service, Banking, Financial Analysis, Portfolio Management, Microsoft Office, Finance, Wealth Management, Financial Services, Leadership
Education
Penn State University 2000 — 2004
Bachelor of Science (B.S.), Psychology & Business
Mecklenburg County November 2014 - April 2015
Wells Fargo March 2014 - November 2014
Wells Fargo December 2012 - March 2014
Wachovia Bank November 2010 - May 2012
Best Buy April 2009 - January 2011
Best Buy March 2008 - April 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Public Speaking, Customer Service, Outlook, English
Education
Penn Foster
Citibank May 2012 - Present
Wells Fargo Bank January 2009 - February 2012
WACHOVIA BANK December 2003 - December 2009
Fleet Credit Card Services September 2003 - December 2003
Skills
Banking, Customer Service, Series 7, Portfolio Management, Customer Relations, Problem Solving, Word, PowerPoint, Analysis, Financial Planning, Strategic Planning, Teamwork, Investments, Retail, Coaching, Sales Management, Budgeting, Forecasting, Team Building, Strategic Financial..., Commercial Lending, Marketing, New Business Development, Budgets, Retail Banking, Loans, Management, Business Development, Credit, Sales
Education
Philadelphia University 2001 — 2005
BACHELORS DEGREE, BUSINESS ADMINISTRATION; Finance
University at Albany, SUNY 1991 — 1993
Business
Encompass Home Health October 2014 - Present
Osceola Regional Medical Center May 2013 - August 2014
Phoenix Home Care February 2013 - August 2014
Phoenix Home Care March 2012 - January 2013
Dr. Phillips Hospital September 2011 - December 2011
Wachovia Bank January 2003 - January 2010
Skills
Customer Service, PowerPoint
Education
University of Central Florida 2013 — 2014
Bachelor's degree, Nursing
Valencia College 2007 — 2011
Associate's degree, Nursing
Passaic County Community College 1998 — 2002
Associate's degree, Business Administration
Comerica Bank July 2009 - March 2015
Wachovia Bank February 2004 - May 2009
Skills
Credit Analysis, Commercial Lending, Portfolio Management, Credit Risk, Loan Origination, Financial Analysis, Investments, Cash Management, Risk Management, Wealth Management, Finance, Private Banking, Relationship Management, Financial Risk, Strategic Financial..., Underwriting, Residential Mortgages, Credit Cards, Financial Services, Branch Banking, Loans, Needs Assessment, Relationship Building, Team Building, Team Leadership, Teamwork, Banking, Credit, Retail Banking, Commercial Banking, Consumer Lending, Mortgage Lending
Education
Palm Beach State College
Associate's Degree, Business Administration and Management, Current GPA 3.17
Fujitsu America, Inc. February 2012 - June 2015
BlueCross BlueShield of NC June 2005 - February 2012
IBM "ISS" 2005 - 2012
Wachovia Bank September 1997 - June 2005
Skills
IT Strategy, Information Security, Security, Enterprise Risk..., ITIL, IT Service Management, IT Management, Governance, Business Analysis, Outsourcing, Enterprise Architecture, Vendor Management, Integration, Internal Audit, Business Continuity..., Data Center
Education
Tusculum College
Pellissippi State Community College
Associate of Science (A.S.)
BB&T - Best Bank in town since 1872. June 2013 - Present
Yeakley Inc March 2008 - Present
Retirement Revolution February 2012 - May 2013
ClickCom September 2011 - September 2012
CharlotteDrs.com August 2009 - September 2012
Capitol Wealth an Affiliate of Capitol Bancorp Limited January 2005 - August 2010
Dienst Custom Homes 2005 - 2008
Union Bank of California / Bank of Tokyo Mitsubishi May 2003 - February 2005
Wachovia Bank 1996 - 2003
Union Bank of California 1986 - 1996
Skills
Business Intelligence, Business Process..., Business Development, Strategic Financial..., Financial Modeling, Quantitative Finance, Marketing Research, Marketing Strategy, Digital Marketing, Retirement Plan..., Sales Management, Change Management, Strategic Planning, Marketing, Start-ups, Strategy, SEO, Leadership, New Business Development, Management Consulting, Management, Entrepreneurship, Operations Management, Social Media, Sales, Banking, Small Business, Cross-functional Team..., Investments, E-commerce, Finance, Financial Services, 401k, Due Diligence, Retirement, Retirement Planning, Financial Advisory, Insurance, Executive Management, Investment Advisory, Business Planning, Consulting, Investment Management, Mergers & Acquisitions, Project Management, Equities, Pensions, Strategic Partnerships, Real Estate, Wealth
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1989 — 1991
MBA, Business
Purdue University 1977 — 1982
BS, Economics
Wells Fargo December 2011 - Present
Bank of America via DISYS October 2010 - November 2011
Bank of America October 2010 - November 2011
DISYS 2010 - November 2011
Wachovia, A Wells Fargo Company 2008 - October 2010
Wells Fargo 2008 - October 2010
Wachovia September 2007 - October 2010
Wachovia Bank 2002 - October 2010
Wachovia Securities 2002 - October 2010
Koch Industries 1998 - 2002
Skills
Trading Systems, Commodity, Trading, Market Risk, Commodity Markets, Interest Rate..., Derivatives, SDLC, Options, Fixed Income, Business Analysis, Quantitative Finance, Credit Derivatives, SQL, Unix, Market Data
Education
Penn State University 1984 — 1985
Graduate Work, Computational Fluid Dynamics
Texas A&M University 1980 — 1984
B. S., Aerospace Engineering
Wells Fargo 2010 - Present
Wachovia June 2005 - Present
Wachovia Bank 2005 - January 2010
Skills
Content Management
Education
Polytechnic University of the Philippines 1974 — 1978
BS, Accounting
Comfort Inn February 2010 - Present
LHS Comp January 2008 - November 2009
Wachovia Bank September 1988 - November 2004
Skills
Hospitality Industry, Hospitality Management, Hospitality, Banquets, Event Management, Event Planning, Sales, Social Media Marketing, Sales Management, Customer Service, Public Relations, Social Media, Marketing Strategy, Marketing, Account Management, Customer Satisfaction, Social Networking, Budgets, Resorts, Training, Hotel Management, Leadership Development, Team Building, Inventory Management, Food & Beverage, Hotels, Tourism, Coaching, Revenue Analysis, Leadership, Yield Management, Online Marketing, Hotel Booking, Time Management, Front Office, Pre-opening, Micros, Lodging, Property Management..., Restaurants, Meeting Planning, Leisure, Convention Services, Food, OnQ, Catering, Corporate Events, P&L, Menu Development, Restaurant Management
Education
American Hotel Lodging Education Institute 2013 — 2013
Pensacola Junior College
First Baptist Church of Glenarden March 2014 - Present
First Baptist Church of Glenarden 2008 - Present
Creative Associates September 2011 - March 2014
Strickland Fire Protection February 2005 - September 2011
Wachovia Bank 1999 - 2005
Bell Atlantic Yellow Pages 1996 - 1999
Skills
Microsoft Office, Accounts Receivable, Lotus Notes, Outlook Express, Navision, Switchboard Operator, Organizational..., Highly detail oriented, Office Administration, Accounting, Invoicing, Administrative..., Data Entry, Software Documentation, Office Management, Customer Service, Leadership, Administrative...
Education
Prince George's Community College 1994 — 1995
Certificate of Completion, Office Management and Supervision
Dunbar Senior High School 1983 — 1986
High School Diploma, required academics
Witherspoon-Pike Enterprises Financial Services Rep.SunTrust BankOctober 2004 - March 2005
Bill Plemmons RV March 2001 - August 2004
Wachovia Bank December 1997 - November 2000
Education
Pfeiffer University 1993 — 1997
Webster Bank March 2008 - Present
Wachovia Bank January 2000 - March 2008
Skills
Banking, Loans, Credit, Retail Banking, Mortgage Lending, Commercial Lending, Lines Of Credit, Consumer Lending, Small Business Lending, Commercial Banking, Credit Analysis, Credit Risk
Education
Post University 2010 — 2012
Bachelor of Science (BS), Accounting, 3.74
State University of New York College at Plattsburgh 1984 — 1988
Bachelor of Science (BS), Marketing
Wachovia Bank 2004 - 2008
Wachovia Bank 2003 - 2004
Bank of America (NationsBank, C&S/Sovran, First & Marchants, F&M) 2000 - 2003
Bank of America 1997 - 2000
Bank of America 1995 - 1996
Bank of America 1983 - 1994
Skills
Team Building, Leadership, Project Management, Sales, Marketing, Relationship Management, Internal Communications, Start-ups, Cross-functional Team..., Strategic Planning, Coaching, Management Consulting, Executive Coaching, Business Strategy, Change Management, Leadership Development, Business Planning, Public Speaking, New Business Development, Small Business, Profit Maximization, Building World Class..., Business Development, Marketing Strategy, Management, Budgets, Performance Management, Problem Solving, Banking, Sales Management, Entrepreneurship, Selling, Team Leadership, Negotiation, Sales Process, Business Analysis, Mentoring, Financial Analysis, Customer Service, Team Management, Strategic Partnerships, Marketing Communications, Finance, B2B, Strategy, Analysis, Project Planning, Training, Advertising, Fundraising
Education
The George Washington University - School of Business 1984 — 1986
MBA, Finance
Principia College 1970 — 1974
BA, History and Polical Science
Core BTS August 2015 - Present
Core BTS February 2014 - Present
JPMorgan Chase February 2012 - December 2013
JP Morgan March 2010 - March 2012
JP Morgan Chase November 2008 - April 2010
JP Morgan Chase January 2007 - November 2008
Stockamp and Associates, Inc. September 2005 - January 2007
Wachovia Bank February 1996 - August 2002
Skills
Visio, Business Analysis, Strategy, Process Improvement, Credit, Management, Financial Analysis, Data Analysis, Vendor Management, Analysis, Project Management, Relationship Management, Loans, Banking, Sales, Change Management, Financial Services, Microsoft Office, Business Process..., Risk Management, Investments, Business Strategy, Finance, Program Management, Portfolio Management
Education
Penn State University 2002 — 2005
Bachelor of Science
Universität zu Köln 2004 — 2004
Newton Consulting 2014 - Present
Cancer Corner 2008 - Present
BNY Mellon 2007 - 2014
Focus Pittsburgh Consulting Group 2008 - 2010
Pittsburgh Business Center, LLC 2007 - 2010
Wachovia Bank 2005 - 2006
Department of Defence 2004 - 2005
Department of Energy 2000 - 2004
Penn State University 1996 - 2000
Skills
Entrepreneurship, Radio Host, Business Strategy, Leadership, Business Development, Executive Management, Fundraising, Business Architecture, Strategic Partnerships, Strategic Planning, Business Analysis, Strategic Leadership, Public Speaking, Small Business, Strategist, Sales, Strategic Consulting, Program Management, Team Building, Venture Capital, Management Consulting, Process Improvement, Vendor Management, SDLC, Project Management, Change Management, Portfolio Management, Social Media, Process Consulting, Teaching, University Teaching, Mentoring, Marketing, Marketing Strategy, Requirements Management, Enterprise Architecture, Resource Management, Operational Strategy, Global Business..., Relationship Management, Business Process..., Global Management, Globalization, Thought Leadership, Organizational..., Product Development, Leadership Development, Building Relationships, New Business Development
Education
Franklin Regional High School
Franklin Regional High School
Penn State University
B.A., Management Science and Information Systems
Waynesburg College
MBA
United Commercial Bank Financial Center ManagerSunTrust BankFebruary 2004 - April 2006
Wachovia Bank July 1992 - December 2005
Education
Palm Beach Atlantic University
BA, Business Administation @ the Rinker School of Business
Wachovia Bank July 2007 - Present
Wachovia Bank July 2007 - Present
Education
Pennsylvania State University-Erie Campus 2005 — 2009
Wells Fargo March 2012 - Present
Wells Fargo November 2010 - March 2012
Wachovia Bank August 2008 - November 2010
Skills
Cross-functional Team..., Banking, Business Analysis, Leadership, Operations Management, Management
Education
Pfeiffer University 1997 — 1999
MBA
University of Connecticut 1988 — 1992
Moore & Van Allen November 2006 - August 2008
University of San Francisco September 2005 - May 2006
The Investor Justice Clinic August 2005 - December 2005
The Asia Foundation May 2005 - July 2005
Judge Michael Barrasse, Court of Common Pleas of Lackawanna County May 2004 - August 2004
Wachovia Bank July 2001 - July 2003
Education
University of San Francisco School of Law 2003 — 2006
Penn State University 1997 — 2001
B.A., Economics/International Politics
First Citizens Bank & Trust of South Carolina December 2011 - Present
Wachovia Bank December 2005 - December 2011
RBC Bank February 2002 - November 2005
Bank of America January 1998 - February 2002
Education
University of South Carolina - Darla Moore School of Business 1994 — 1996
MBA, Finance
Presbyterian College 1990 — 1994
BS, Business Administration and Political Science
TD Bank January 2014 - March 2015
ARAMARK July 2013 - January 2014
TD Bank February 2010 - May 2013
Amtrak August 2009 - October 2009
Wawa Inc December 2008 - May 2009
AmeriHealth Mercy April 2008 - October 2008
Wachovia Bank November 2007 - March 2008
JP Morgan Chase July 2006 - August 2007
NRG Energy February 2006 - June 2006
GSI Commerce April 2005 - December 2005
Skills
Projects, Software Development, Financial Systems, Infrastructure, Security, Databases, Vendor Management, Project Portfolio..., SDLC, PMP, Visio, Business Analysis, MS Project, PMO, Requirements Analysis, Program Management, E-commerce, Business Process, Project Planning, Software Documentation, Process Improvement, IT Management, Project Management, Quality Assurance
Education
Rutgers University-New Brunswick 1977 — 1982
MBA, Management
Princeton University 1973 — 1977
BSE, Engineering
Wachovia Bank Personal Banker 2Wachovia Corp2006 - Present
Education
Pratt Institute 1993 — 1995
Wells Fargo Bank July 1978 - Present
Wells Fargo Bank, N.A. June 2011 - June 2014
Wachovia Bank 2002 - 2011
Corestates Bank 1978 - 1998
Skills
ACH, Financial Institutions, Internet Banking, Cash Management, Financial Services, SWIFT payments, Liquidity Management, Commercial Banking, Product Management, Risk Management, Correspondent Banking, Vendor Management, Management, Portfolio Management, Leadership, Relationship Management, Retail Banking, Credit, Financial Risk, Business Analysis, Executive Management, Mobile Payments, Trade Finance, Cross Selling, Product Development, SDLC, Credit Risk, Electronic Payments
Education
Penn State
Business Administration and Management, General
Urban Igloo, LLC September 2014 - Present
Long and Foster Real Estate April 2011 - September 2014
SunTrust September 2010 - April 2011
James Rigdon LLC August 2008 - September 2010
Sovereign Bank July 2007 - August 2008
Wachovia Bank April 2006 - July 2007
Bank of New York Mellon July 2005 - April 2006
Skills
Customer Relations, Research, Real Estate, Statistics, Market Research, Direct Sales, Contract Negotiation, Negotiation, Customer Service, Time Management, Microsoft Office, Sales, Cross-functional Team..., Business Development, Account Management, Banking, Financial Reporting, Portfolio Management, First Time Home Buyers, Marketing, Sellers, Financial Analysis, Buyer Representation, Residential Homes, Analysis, Budgets, Investors, Leadership, Real Estate Development, Project Management, Finance, Condos, Single Family Homes, Real Estate Transactions, Relocation, Selling
Education
Penn State University 1985 — 1989
Bachelor of Arts (B.A.), Business, Marketing and History
WA Logistics LLC May 2013 - Present
Genesis International Management Group, LLC August 2012 - June 2013
Midrex Technologies November 2007 - August 2012
IQ Team.tv February 2008 - July 2012
Bank of America July 2006 - April 2007
Wachovia Bank May 2000 - July 2006
Skills
Management, Process Improvement, Project Management, Fixed Income, Financial Analysis, Middle Office, MS Project, Risk Management, Budgets, Microsoft Office
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2005
MBA, Finance, General
Pfeiffer University 1998 — 2000
Bachelor's degree, Finance and Financial Management Services
University of Economics, Wroclaw, Poland 1994 — 1998
Banking and Finance
XIV LO Wroclaw
TIAA-CREF February 2015 - Present
MB Consulting 2008 - Present
TIAA-CREF 2015 - 2015
The North Highland Company March 2010 - December 2013
HSBC 2005 - 2007
Wachovia 1990 - 2004
Wachovia Bank 1990 - 1998
Skills
Strategic Financial..., Management Consulting, Business Process..., Management, Business Analysis, Banking, Risk Management, Finance, Process Improvement, Financial Analysis, Financial Services, Strategy, Change Management, Mergers & Acquisitions
Education
Pfeiffer University 1990 — 1992
MBA
Wingate University 1979 — 1983
City of Greenville March 2014 - Present
Premier Designs June 2011 - Present
Greenville Literacy Association February 2009 - Present
Greenville County Law Enforcement October 2009 - March 2014
Hands on Greenville 2003 - December 2011
Wachovia Bank January 2005 - February 2009
Leadership Greenville Class #34 August 2007 - June 2008
SouthTrust Bank December 1999 - December 2004
Skills
Community Outreach, Customer Service, Event Planning, Fashion, Fundraising, Microsoft Office, Public Relations, Public Speaking, Social Media, Teaching
Education
SC Judicial School-Columbia 2014 — 2015
Certification of Completion Certificate, Judicial Proceedings
Pennsylvania State University 1987 — 1991
Bachelor of Arts (B.A.), Asian History
Wells Fargo May 2014 - Present
Wells Fargo April 2012 - May 2014
Wells Fargo January 2010 - March 2012
Wachovia Bank January 2007 - December 2009
Waste Management 2003 - 2007
Skills
Cold Calling, Account Management, New Business Development, Customer Service, Process Improvement, Proposal Writing, Strategic Planning, Negotiation, Sales, Contract Negotiation, Mergers, Relationship Management, Microsoft Office, Credit, Financial Analysis, Business Development, Pricing, Marketing Communications
Education
Temple University - Fox School of Business and Management 2010 — 2014
MBA, Corporate Finance Concentration
Penn State University 1997 — 2001
Bachelor of Science (BS), Finance, General
Wells Fargo September 1995 - Present
Wachovia Bank 1995 - Present
Skills
Banking, Business Analysis, IT Strategy, Vendor Management, Enterprise Architecture, Budgets, SDLC, Leadership, Program Management, Software Project..., Integration, Risk Management, SOA, Visio, Business Intelligence, Management, Requirements Analysis, Solution Architecture, Business Requirements, Data Warehousing, Process Improvement, Cross-functional Team..., SharePoint
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2000
MBA, IT Management
Penn State University 1989 — 1993
B.S., Electrical Engineering
Regions Bank October 2011 - Present
Wachovia, A Wells Fargo Company October 2009 - December 2010
BB&T May 2008 - October 2009
Wachovia Bank 1999 - 2008
Skills
Financial Services, Small Business Lending, Residential Mortgages, Retail Banking, Consumer Lending, Leadership, Loan Origination, Refinance, Coaching, Loans, Commercial Banking, Banking, Lines Of Credit, Cross Selling
Education
Penn State University
BS
Atlanta Plastic Surgery Specialist December 2009 - Present
Wachovia Bank November 2005 - December 2009
Wells Fargo November 2005 - November 2009
Education
Penn State University 1995 — 1998
B.A., Hotel, Restaurant and Institutional Management
First Data Corporation June 2005 - Present
First Data Corporation June 2004 - June 2005
Concord EFS July 2003 - June 2004
Wachovia Bank April 2001 - July 2003
First Union National Bank / CoreStates Bank May 1996 - May 2001
Skills
Testing, Project Management, Business Analysis, Software Documentation, Databases, Troubleshooting, Process Improvement, Requirements Analysis, Training, Unix, SDLC, Analysis, TCP/IP, Cross-functional Team..., Change Management, Access, Visio, Team Building, Switches, Public Speaking, Payments, Payment Card Processing, Outlook, Banking, SharePoint, EMV
Education
Peirce College 1998 — 2010
Strayer University (DE)
Trade Media International January 2007 - Present
Lawler Communications 2001 - 2006
Wachovia Bank September 2001 - September 2002
Education
Pace University-Pleasantville/Briarcliff Campus 1997 — 2000
Clayton County District Attorney's Office May 2014 - Present
Clayton County Police Department September 2009 - May 2014
BB&T July 2007 - July 2009
Wachovia Bank 2002 - 2007
Enterprise Rent-A-Car 1996 - 2002
Skills
Negotiation, Commercial Lending, Risk Management, Customer Service, Banking, Strategic Planning, Public Speaking, Credit Analysis, Loans, Credit, Commercial Banking, Mortgage Lending, Underwriting, Investments, Financial Analysis, Coaching, Consumer Lending, Finance, Small Business, Insurance, Retail Banking, Training, Portfolio Management, Loan Origination, Fraud, Management, Team Building, Financial Services, Relationship Management, Sales, Enforcement, Executive Management, Retirement Planning, Physical Security, Criminal Justice, Internal Investigations, Evidence, Employee Training, Police, Interrogation, Investigation, Criminal Law, Criminal Investigations, Law Enforcement, Leadership
Education
Penn State University 1991 — 1995
Bachelor of Arts (B.A.), International Relations and Affairs
Wachovia Bank
Skills
Credit, Banking, Loans, Risk Management, Commercial Banking
Education
Pfeiffer University 1991 — 1995
Wells Fargo February 2012 - Present
Wells Fargo July 2010 - December 2012
Wachovia Bank 2006 - 2009
Skills
Coaching, Management, Program Management, Leadership, Training, Team Building, Process Improvement, Event Management, Public Speaking, Community Outreach, Event Planning, Nonprofits, Leadership Development
Education
Pfeiffer University 2000 — 2005
MSL, Organizational Management & Leadership
Winston-Salem State University 1994 — 1998
BA, Communications
Wachovia Bank Store ManagerWachovia Bank a Wells Fargo Company2007 - Present
Education
Pennsylvania State University-Great Valley Graduate Center 2001 — 2004
Wells Fargo January 1991 - Present
Wachovia Bank 2004 - February 2012
Education
Pfeiffer University 1984 — 1988
High School 1982 — 1984
Catonsville High School
HomeTrust Bank May 2015 - Present
TD Bank / Carolina First Bank August 1996 - May 2014
Wachovia Bank January 1986 - August 1996
Education
Pfeiffer University 1981 — 1985
Huntington National Bank July 1997 - Present
Huntington PFG 1997 - Present
Sky Bank 1999 - 2006
First Western trust services 1997 - 1999
First Western trust services 1997 - 1999
First Western trust services 1997 - 1999
Wachovia Bank September 1987 - June 1997
Education
Penn State University 1981 — 1985
Wells Fargo June 2009 - May 2014
Wachovia January 2007 - June 2009
Wachovia Bank May 2004 - January 2007
Jacobsen, A Textron Company May 2002 - October 2003
Frito Lay May 2001 - May 2002
Bank of America June 1999 - May 2001
Skills
Partnerships, Onboarding, Talent Management, Succession Planning, Performance Management, Organizational..., Organizational..., Employee Engagement, Deferred Compensation, Leadership Development, Program Management, Executive Coaching, Change Management, Human Resources, Mergers & Acquisitions, Management, Talent Acquisition, Workforce Planning, Organizational Design, Recruiting
Education
Pfeiffer University 2002 — 2004
Master of Science, Organizational Leadership and Development
Schleich North America February 2013 - Present
Classic Graphics March 2010 - February 2013
Richard Petty Motorsports March 2009 - September 2009
Planet Central June 2007 - June 2008
Wachovia Bank September 2000 - June 2007
Southwest Airlines January 1997 - July 2000
Skills
Project Management, Microsoft Excel, Management, Sales, Photoshop, Customer Service, Mac, Marketing, Online Advertising, Social Media Marketing, Direct Mail, Market Research, Advertising, Budgets, Marketing Management, Event Management, Email Marketing, Account Management, Marketing Strategy, Marketing Communications
Education
Point Park University 1995 — 1997
Communications
Wachovia Bank SVPWachovia Insurance Services2007 - Present
Palmer & Cay April 1995 - May 2005
Education
Presbyterian College 1974 — 1976
BS, Biology
Wachovia 1986 - 2008
Wachovia Bank 1986 - 2008
Wachovia Bank and World Savings 1986 - 2008
World Savings / Wachovia 1986 - 2008
Westinghouse Beverage Group August 1976 - April 1986
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1980 — 1984
MBA, Business Administration
Wells Fargo May 2011 - Present
Wachovia, A Wells Fargo Company 1979 - Present
Wachovia Bank 1979 - June 2011
Skills
Portfolio Management, Financial Risk, Mortgage Banking, Vendor Management, Business Requirements, Requirements Gathering, SDLC, Risk Management, Business Process..., Credit, Mortgage Lending, Cross-functional Team..., Commercial Lending, Credit Risk, Visio, Business Process, Financial Services, Relationship Management
Education
Penn State University 1975 — 1979
bs, finance
Wachovia 2005 - 2008
Wachovia Bank 2005 - 2008
Education
Providence College 1999 — 2003
Business Management
Seacoast National Bank June 2011 - Present
Stuart/Martin County Chamber of Commerce 2006 - Present
TD Bank Group April 2010 - June 2011
Riverside National Bank of Florida June 2006 - April 2010
Wachovia Bank February 2002 - June 2006
Skills
Loans, Retail Banking, Marketing, Credit, Banking
Education
University of Connecticut 1990 — 1994
BS, Marketing
Palm Beach Atlantic University 1988 — 1990
Core Curriculum
Selene Finance, LLC April 2014 - Present
Bayview Loan Servicing, LLC August 2010 - March 2014
Wachovia Bank November 2007 - September 2009
Chase Home Finance 2005 - 2007
Resource One Mortgage Corp 1993 - 2000
ContiMortgage/ResourceOne Mortgage 1993 - 2000
Skills
Loans, Mortgage Lending, Banking, Finance, Investments, Leadership, Negotiation, Mortgage Banking, Credit, Loan Origination, Underwriting, Residential Mortgages, Portfolio Management, Commercial Lending, Sales, FHA, Mortgage Underwriting, Strategic Planning, Credit Analysis, Risk Management, Investment Properties, Asset Management, Financial Services, Financial Analysis, Consumer Lending, Loss Mitigation, Funding, Commercial Real Estate, Real Estate Economics, Business to Business..., Contract Negotiation, Sales Management
Education
Penn State University 1988 — 1991
Labor & Industrial Relations
Shorewest Realtors May 2014 - Present
Wells Fargo Bank August 2011 - May 2014
Wachovia Bank February 2007 - January 2009
Western Financial Bank August 1999 - February 2007
Sunwest Bank January 1981 - August 1999
Far West Savings & Loan April 1975 - January 1981
Skills
Training, Banking, Microsoft Office, Employee Training, Marketing, Management, Selling, Team Building, Leadership, Commercial Banking, Time Management, Recruiting, Coaching, Sales Management, Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1989 — 1991
BS, Management
UCLA
Wells Fargo August 1997 - Present
Central Fidelity Bank July 1996 - August 1997
Wachovia Bank June 1993 - July 1996
Skills
Loans, Banking, Credit, Mortgage Lending, Credit Analysis, Portfolio Management, Small Business Lending, Underwriting, Investments, Loan Origination, Risk Management
Education
Presbyterian College 1989 — 1993
BS, Business
Regions Bank November 2011 - Present
PNC Bank July 2007 - October 2011
Colonial Bank(now BB&T) December 2003 - June 2007
Wachovia Bank May 1999 - November 2003
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Credit Analysis, Loans, Credit, Banking, Consumer Lending, Lines Of Credit, Treasury Management, Retail Banking, Credit Risk, Portfolio Management, Mortgage Lending, Cash Management, Loan Origination, Commercial Mortgages, Cross Selling, Financial Analysis, Underwriting
Education
Palm Beach Atlantic University-West Palm Beach 2000 — 2002
Master of Business Administration (MBA), Finance
University of Missouri-Columbia (GO MIZZOU!!) 1992 — 1996
Bachelor of Business Administration (BBA), Finance
Wachovia Bank May 2004 - November 2008
Education
Palm Beach Atlantic University 1995 — 1999
BA
TD Bank July 2012 - Present
TD October 2010 - July 2012
Wachovia Bank October 2006 - October 2010
JPMorgan Chase October 2004 - October 2006
Skills
Commercial Lending, Small Business Banking, Personal Banking, Loans, Credit, Commercial Banking, Credit Analysis, Banking, Small Business Lending, Mortgage Lending, Consumer Lending, Portfolio Management, Lines Of Credit, Retail Banking, Financial Analysis
Education
Post University
Bachlor's, Business Adminstration, Magna Cum Laude
Stone Mountain Park September 2014 - Present
Herschend Family Entertainment September 2011 - August 2014
Herschend Family Entertainment June 2007 - September 2011
PNC Bank June 1999 - May 2007
Wachovia Bank June 1991 - June 1999
Skills
Leadership Development, Team Building, Organizational..., Human Resources, Leadership, Operations Management, Employee Relations, Fundraising, Coaching, Onboarding, Performance Management, Training, Time Management, Recruiting, Strategic Planning, Hiring, Customer Service, Public Speaking, Management, Budgets, Employee Training
Education
Pfeiffer University 1995 — 1996
MBA, Business
Wake Forest University 1987 — 1991
BA, History & Psychology
Capital One October 2011 - September 2014
Memento June 2009 - September 2011
Wachovia Bank June 1988 - April 2009
Cobb County District Attorney's Office Marietta GA August 1986 - June 1988
Skills
Investigations..., Fraud Claims, Credit Cards, Risk Management, Public Speaking, Risk Assessment, Fraud, Management, Fraud Detection, Leadership, Private Investigations, Investigative Reporting, Bank Secrecy Act, Banking, Enforcement, AML, Certified Fraud Examiner, Training, Criminal Law, Loans, Financial Services, Leadership Development, Finance, Team Leadership, Teamwork, Credit, Operational Risk..., Anti Money Laundering, Physical Security, Investigation, Retail Banking, Strategic Planning, Time Management, Operational Risk, Security, Internal Audit, Financial Risk, Law Enforcement, People Development, Financial Crimes..., Program Management, Customer Service
Education
Penn State University 1979 — 1983
B.S., Criminal Justice
Penn State University 1979 — 1983
Batchelor of Science, Administration of Justice
Wells Fargo January 2015 - Present
Wells Fargo May 2009 - Present
Wachovia Bank October 2007 - May 2009
Allstate Insurance August 2000 - October 2007
Skills
Human Resources, Succession Planning, Employee Relations, Talent Management, Coaching, HR Consulting, Strategic Planning, Talent Acquisition, Change Management, Recruiting, Leadership, Employee Engagement, Business Process, Training, Strategy, Deferred Compensation, Personnel Management
Education
Pfeiffer University 2005 — 2007
MSL, Organizational Change and Leadership
University of Nebraska at Omaha 1986 — 1988
BA, Political Science
JPMorgan Chase December 2009 - Present
JPMorgan Chase 2009 - 2010
Nationwide Home Relief, LLC October 2008 - August 2009
Wachovia Bank January 2004 - August 2008
Wachovia 2003 - 2008
World Savings 2003 - 2008
wachovia 2003 - 2008
World Savings Bank 2003 - 2008
Skills
Loss Mitigation, Mortgage Lending, Loans, Refinance, Banking, Funding, Software Documentation, Mortgage Banking
Education
Palm Beach Community College
Business
Wells Fargo February 2011 - Present
TD Bank, NA June 2007 - February 2011
Wachovia Bank 1991 - 2007
Skills
Credit, Commercial Lending, Wealth Management, Commercial Banking, Banking, Credit Analysis, Series 7, Retail Banking, Consumer Lending, Investments, Loans, Small Business Lending, Mortgage Lending, Private Banking
Education
Penn State University 1979 — 1981
M.B.A., Finance, International Business
Wilkes University
Business Administration, Economics, Industrial Relations
Well Fargo 2010 - Present
Wells Fargo 2009 - 2010
Wachovia Bank 2008 - 2010
Wachovia Bank June 2003 - June 2007
Wachovia, A Wells Fargo Company 1996 - 1998
Skills
Banking, Sales Management, Customer Experience, Strategic Communications, Strategic Planning, Small Business, Retail Banking, Relationship Management, Financial Services, Mortgage Lending, Analytics, Leadership, Credit, Vendor Management, Financial Analysis, Risk Management, Mergers & Acquisitions
Education
Penn State University
BS, Quantitative Business Analysis
Wells Fargo Bank, N.A. July 2011 - Present
Wells Fargo Bank April 2009 - July 2011
Cratos Capital Partners, LLC February 2007 - March 2008
Wachovia Securities, LLC September 2000 - November 2005
Wachovia Bank June 1997 - September 2000
HSBC BUSINESS LOANS, INC.(Formerly Marine Midland Business Loans, Inc.) 1993 - 1997
HSBC BUSINESS LOANS, INC. (Formerly Marine Midland Business Loans, Inc.) 1990 - 1993
CITICORP NORTH AMERICA, INC. 1986 - 1990
CITICORP NORTH AMERICA, INC. 1981 - 1986
Skills
Underwriting, Portfolio Management, Sales, Credit, Credit Analysis, Commercial Lending, Cash Flow, Asset Based Lending, Loans, Commercial Banking, Restructuring, Finance, Small Business Lending, Banking, Cash Flow Lending, Credit Risk, Lines Of Credit, Factoring, Structured Finance, Investment Banking, Loan Origination, Commercial Mortgages, Workout, Financial Structuring, Treasury Management, Commercial Finance, Debt Restructuring, Refinance, Mortgage Lending, Funding
Education
Penn State University 1969 — 1975
Bachelor of Science (B.S.), Small Group Communication
Citibank Credit Analysis Training
Santander Bank, N.A. August 2012 - Present
Wells Fargo August 2008 - August 2012
CITIBANK April 2007 - July 2008
WACHOVIA BANK September 2001 - April 2007
Skills
Commercial Lending, Commercial Banking, Retail Banking, Small Business Lending, Credit, Mutual Funds, Portfolio Management, Financial Analysis, Loans, Consumer Lending, Credit Analysis, Banking, Lines Of Credit, Securities, Mortgage Lending, Loan Origination, Credit Risk, Asset Managment, Cross Selling, Series 63, Deposits, Cash Management, Fixed Annuities, Insurance, Wealth Management, Series 6, Small Business, Finance, Relationship Management, Underwriting, Asset Management, Investments
Education
Howard University
Marketing
Philadelphia University
Bachelor of Business Administration (BBA), Marketing
Lee Memorial Hospital July 2009 - Present
Encore Bank December 2006 - December 2008
Wachovia Bank January 2003 - November 2006
Education
Palm Beach Community College 1984 — 1985
General studies
Friends University December 2009 - Present
Ericson Tax & Financial Services January 2009 - Present
On the Spot Gold LLC November 2008 - Present
A Better Choice, Inc. October 2008 - Present
Cessna Aircraft Company February 2008 - September 2008
Accenture February 2007 - February 2008
Koch Industries November 1999 - March 2005
Tyco Electronics August 1995 - October 1999
Wachovia Bank May 1992 - August 1995
Koch Industries May 1992 - January 1993
Education
North Carolina State Board of Accountancy 1996 — 2010
C.P.A. License
Wake Forest University School of Business 1996 — 1998
MBA, Operations
Pittsburg State University 1985 — 1988
BBA, Accounting
DataScan Technologies October 2008 - Present
JM Family Enterprises 2008 - Present
Wachovia Bank 1971 - 2007
Skills
Process Improvement, SDLC, Customer Satisfaction, Business Analysis, Banking, Sales Management, Team Building, Finance, Leadership, CRM, Strategy, Vendor Management, Management, Sales, Business Process..., Cross-functional Team..., Product Management, Sales Process, Operations Management, Business Development, Customer Retention, New Business Development, Manage Client..., Team Management, Team Leadership, Account Management, Call Centers, Training, Negotiation, Salesforce.com, Sales Operations, Executive Management, Strategic Planning, Program Management, Risk Management, Business Strategy, Forecasting, Selling, Strategic Partnerships, Business Planning, Budgets
Education
Pfeiffer University 1965 — 1971
business
PRIVATE EMPLOYER March 2014 - Present
PNC BANK August 2011 - August 2013
Wachovia Bank February 2007 - May 2008
HOME BOX OFFICE, INC. January 1984 - March 1989
UNION PACIFIC FOUNDATION January 1978 - August 1984
Education
Pace University - Lubin School of Business 1984 — 1987
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences and Support Services, 4.0
Bank of America July 2005 - Present
Wachovia Bank 2000 - 2005
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Loans, Credit, Banking, Credit Risk, Portfolio Management, Small Business Lending, Underwriting, Finance, Treasury Management, Capital Markets, Cash Management, Financial Analysis
Education
Penn State University 1996 — 2000
BS, Finance
Seneca Valley High School 1992 — 1996
Susquehanna Bank June 2010 - Present
Wachovia Bank October 2007 - May 2010
Wachovia Bank September 2003 - October 2008
Lancaster County Motors January 1996 - September 2003
Skills
Consumer Lending
Education
Leadership York 2009 — 2010
Leadership Program
Penn State University 1989 — 1991
Certified Paralegal curriculum
Pitt Community College 1987 — 1988
Paralegal
Ken Blanchard's Situational Leadership II
Leadership Skills
Easter Seals Eastern P August 2008 - Present
Wachovia Bank October 1986 - January 2006
Education
Penn State University 2007 — 2008
Associate, Occupational Therapy
JP Morgan Chase September 2010 - Present
JP Morgan Chase New February 2007 - November 2010
Wachovia Bank May 2000 - February 2007
Skills
Mortgage Lending, Deposits, Management, Banking, CRM, Credit, Portfolio Management, Loans, Credit Analysis, Strategic Financial..., Customer Service, Commercial Banking, Wealth Management, Finance, Marketing, Financial Analysis, Customer Retention, Sales, Retail Banking, Financial Services
Education
Penn State University 1998 — 2002
Bs, Marketing
The Pennsylvania State University University 1998 — 2002
B.S, Marketing
Wells Fargo Bank., N.A. 2009 - Present
RBC Bank 2003 - 2009
Wachovia - Palm Beach County 1998 - 2003
Wachovia Bank November 1985 - November 1998
Skills
Commercial Banking, Loans, Portfolio Management, Credit Risk, Financial Analysis, Lines Of Credit, Financial Services, Small Business Lending, Retail Banking, Finance, Risk Management, Private Banking, Client Development, Asset Management, Consumer Lending, Loan Origination, Underwriting, Team Leadership, Real Estate Economics, Commercial Mortgages, Wealth Management, Financial Modeling, Equities, Securities, Financial Structuring, Due Diligence, Investment Banking, Mortgage Banking, Financial Risk, Cross Selling, Cash Management, Strategic Financial..., Capital Markets, Commercial Lending, Corporate Finance, Mergers & Acquisitions, Relationship Management, Mortgage Lending, Valuation, Mutual Funds
Education
Penn State University 1980 — 1984
Bachelor of Science (BS), Finance, General
Wells Fargo Company July 2007 - Present
Wachovia Bank November 2005 - May 2007
RBC Bank December 1987 - November 2005
Skills
Loans, Banking, Credit, Commercial Lending, Mortgage Lending, Commercial Banking, Credit Analysis, Portfolio Management, Small Business Lending, Loan Origination, Mortgage Banking, Risk Management, Financial Analysis, Underwriting, Management, Retail Banking, Leadership, Credit Risk, Relationship Management, Sales, Consumer Lending, Customer Service, Financial Services, Investment Properties, Mergers, Team Building, Refinance, Real Estate, Finance
Education
NC Wesleyan College
Bachelor of Science (BS), Business Administration and Management, General
Pitt Community College
Associate's degree, Business Administration and Management, General
HMSA May 2015 - Present
Wells Fargo January 2013 - May 2015
Wells Fargo Bank May 2009 - January 2013
Wachovia Bank September 2006 - May 2009
First Investors Corporation August 2004 - September 2006
Blue Cross Blue Shield of Massachusetts November 2003 - August 2004
Skills
Wealth Management, Credit, Loans, CRM, Investments, Sales Management, Insurance, Sales, Retirement, Training, Business Strategy, Forecasting, Finance, Strategic Financial..., Management, Competitive Analysis, Series 7, Leadership, Banking, Mutual Funds, Operations Management, Portfolio Management, Risk Management, Team Building
Education
New York University Stern School of Business 2007 — 2010
Master, Business Administration; Accounting and Change Management
Boston College Wallace E. Carroll School of Management 1999 — 2003
Bachelor of Science, Marketing and Human Resources Management
Punahou School 1995 — 1999
H.S., High School/Secondary Diplomas and Certificates
U. S. Bancorp 2008 - Present
Wachovia Bank 1995 - 2008
Chemical Bank 1975 - 1995
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit, Credit Analysis, Mortgage Lending, Loan Origination, Portfolio Management, Mortgage Banking, Credit Risk, Restructuring, Capital Markets
Education
The University of Chicago - Booth School of Business 1982 — 1986
MBA
Princeton University 1971 — 1975
Bachelor of Arts (BA), Politics
Univest May 2012 - Present
Wachovia Bank November 2005 - February 2010
Wells Fargo Financial March 2004 - November 2005
Skills
Certified Notary Public, FDIC Money Smart..., CCNA, Banking, Risk Management, Finance, Sales, Microsoft Office, Mortgage Lending, Loans, Credit, Credit Analysis, Commercial Banking, Consumer Lending, Underwriting, Credit Risk, Small Business Lending
Education
Penn State University 1997 — 2001
Bachelors of Science, Business Management
The Pennsylvania State UniversityUniversity 1997 — 2001
BS, Business Management
Citibank May 2009 - March 2010
Wachovia Bank May 2007 - May 2009
Education
Prince George's Community College 2006 — 2017
Accounting
Utilities Employees Credit Union November 2008 - Present
Wachovia Bank January 1990 - November 2008
Education
Penn State University 1968 — 1972
Bachelor's degree, Finance, General
Digital Risk December 2012 - April 2014
Bank of America March 2011 - November 2012
Bank of America March 2011 - November 2012
Randstad October 2010 - March 2011
PNC Bank December 2009 - October 2010
Wachovia Bank August 2006 - October 2008
Wachovia Bank April 2005 - August 2006
World Savings Mortgage October 2001 - April 2005
Skills
Event Planning, Mortgage Lending, Mortgage Underwriting, Loan Modification, Loans, Underwriting, Banking, Analysis, Sales, Management, Customer Service, Time Management, Closings, Title Insurance, Mortgage Banking, Loan Origination, Consumer Lending, Refinance, FHA, Residential Mortgages, Credit Analysis, Credit, Mortgage Servicing, Loss Mitigation, Portfolio Management, Loan Servicing, USDA, Loan Modifications
Education
Palm Beach Community College 1993 — 1995
Business Administration
Palm Beach Lakes Community High School 1989 — 1993
High School Diploma, General Studies
United States Department of Justice July 2013 - Present
Wells Fargo June 2010 - July 2013
National Center for Missing and Exploited Children August 2008 - December 2008
Wachovia Bank February 2005 - February 2008
Skills
Banking, Customer Service, Access, Excel, Analysis, Credit, Finance, Outlook, Accounting, Loans, Time Management, Accounts Receivable, PowerPoint, Process Improvement, Data Analysis, Budgets, Business Analysis, Accounts Payable, Training, Management, Microsoft Office, Team Building, Team Leadership, Teamwork, Payroll, Consumer Lending, Strategic Planning, Coaching, Administration, Small Business Lending, Lines Of Credit, Retail, Human Resources, Loan Origination, Operations Management, Commercial Lending, Financial Risk, Project Management, Auditing, Account Reconciliation, Insurance, Risk Management, Sales, Financial Reporting, Financial Analysis
Education
Penn State University 2011 — 2012
MS, Information Security and Forensics
University of Mississippi 2006 — 2008
B.S., Criminal Justice
Bank of America November 2010 - Present
The Patapsco Bank June 2008 - June 2010
BB&T February 2005 - May 2008
Wachovia Bank March 1989 - February 2005
Skills
Commercial Banking, Small Business Lending, Credit Analysis, Loans, Credit, Leadership, Banking, Portfolio Management, Credit Risk, Small Business, Lines Of Credit, Consumer Lending, Commercial Lending
Education
Penn State University 1975 — 1979
BS, Finance
High Point Bank April 2015 - Present
High Point Bank December 2014 - Present
PNC July 2012 - November 2014
Southern Community Bank and Trust July 2010 - July 2012
Southern Community Bank and Trust April 2003 - June 2010
Wachovia Bank June 1998 - April 2003
Skills
Commercial Lending, Small Business Lending, Credit, Banking, Consumer Lending, Retail Banking, Commercial Banking, Credit Analysis, Loans, Mortgage Lending, Sales, Leadership, Construction Loans, Deposits, Lines Of Credit
Education
Wake Forest University - Babcock Graduate School of Management 2001 — 2003
MBA
Pennsylvania State University-Erie Campus 1994 — 1998
Bachelor of Applied Science (BASc)
SunTrust Bank July 2010 - Present
SunTrust Bank January 2008 - July 2010
SunTrust Bank January 1999 - January 2008
Wachovia Bank January 1997 - January 1999
Wachovia Bank January 1995 - January 1997
Skills
Retail Banking, Risk Management, Credit, Commercial Banking, Portfolio Management, Loans, Business Analysis, SDLC, Credit Risk, Credit Analysis, Vendor Management, Financial Analysis, PMO, Project Management
Education
Shorter College 2000 — 2003
Bachelor's degree, Business Management
Pitt Community College 1992 — 1996
Associate of Science (A.S.), Business Administration
TD Bank Group September 2010 - Present
Wells Fargo April 2009 - September 2010
Olympia Capital Markets Group May 2007 - April 2009
Wachovia Bank April 2004 - May 2007
Skills
RMA Commercial Credit..., Small Business Lending, Relationship Management, Banking, Commercial Lending, Salesforce.com, New Business Development, Portfolio Management, Sales, Remote Deposit Capture, ACH, Lines Of Credit, Commercial Real Estate, Series 63, Commercial Banking, Wealth Management, Mutual Funds, Small Business, Consumer Lending, Loans
Education
Post University
Bachelor of Business Administration (BBA), Management
Wells Fargo July 2007 - September 2012
Wells Fargo March 2003 - July 2007
Wachovia Bank March 2001 - March 2003
Wachovia Bank March 2000 - March 2001
Wachovia Bank July 1996 - March 2000
First Union National Bank March 1988 - July 1996
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft SQL Server, PowerPoint, Emerald, G&D Compass Vault..., Glory Vault Software, Cross-functional Team..., Mergers, Process Improvement, Strategic Planning, Cash Management, Financial Risk, Banking, Business Analysis, Vendor Management, Management, Risk Management, Mergers & Acquisitions, Strategy, Access
Education
Palm Beach Community College
Wells Fargo April 2015 - Present
Executive Personnel Group 2012 - Present
Regional Acceptance / BB&T Bank June 2002 - January 2011
Wachovia Bank December 1995 - June 2002
Skills
• Notarized documents, • Operate main..., • Provide..., • Petty Cash, • Sent company..., • Ran checks, Dealt with agents and..., • Cancelled gap,..., • Processed all..., • Secured trucks for..., • Answered all phone..., • Sent invoices on..., • Maintained..., • Dealt with all..., Data Entry, Microsoft Excel, Telephone, Collections, Fax, Copying, Microsoft Office, Cashiers, Customer Service, Windows, Microsoft Word, Meeting Scheduling, Deposits, Invoicing, Inventory Management, Spreadsheets
Education
Pitt Community College 2011 — 2013
Management/Personnel Administration, General
Hobgood Academy 1981 — 1985
Bank of America 2011 - Present
Bank of America 2008 - 2011
Bank of America 2006 - 2008
Wachovia Bank 2006 - 2006
Bank of America 2005 - 2006
Clarke American Checks, Inc. 1999 - 2005
Clarke American Checks, Inc. 1990 - 1999
Skills
Project Management, Mergers & Acquisitions, Vendor Relationships, Quality Management, Change Management, Process Improvement, Scorecard Management, Cross-functional Team..., Team Facilitation, Training Delivery
Education
Pfeiffer University
Master's Degree, Organizational Leadership
Winthrop University 1981 — 1985
Bachelor of Arts (BA), Economics
Capital One Bank October 2008 - October 2013
Wachovia Bank January 1993 - June 2008
First Union Bank 1993 - 1995
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Outlook, Research, Teaching, HTML, Budgets, Public Speaking, Strategic Planning, Negotiation, Editing, Networking
Education
Train ACE Academy of Computer Education 2014 — 2014
Certificate of completion, Cisco Certified Network Associate
Train ACE Academy of Computer Education 2014 — 2014
Certificate of Completion, Cisco ICND 1 (100-101)
Prince George's Community College 2009 — 2011
Associate's Degree, Accounting
PNC Bank November 2008 - Present
Sovereign Bank April 2005 - October 2008
Wachovia Bank June 1989 - April 2005
Skills
Credit Risk, Risk Management, Credit, Banking, Credit Analysis, Loans, Portfolio Management, Financial Risk, Financial Analysis, Finance
Education
Penn State University 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Quantitative Business Analysis
Penn State University
Novant Dermatology Associates April 2015 - Present
Carolina Integrative Health Care March 2013 - April 2015
Chamberlin Edmonds November 2012 - February 2013
Union County Public Schools August 2005 - October 2012
Wachovia Bank June 2002 - August 2005
Skills
Healthcare, Hospitals, Clinical Research, Healthcare Management, Medicine, Treatment, EMR, CPR Certified, Nursing, Medical Education
Education
Pfeiffer University 2009 — 2011
Masters in Health Adminstration
University of North Carolina at Charlotte 1997 — 2000
Bachelor of Arts (B.A.)