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
Wells Fargo June 2014 - Present
Bank of America March 2010 - February 2014
Wachovia Bank June 2006 - March 2010
University of North Carolina Wilmington February 2001 - May 2006
Skills
Business Intelligence, SharePoint, Business Analysis, Data Warehousing, Visio, SDLC, Business Objects, Analytics, Data Modeling, Database Design, Databases, ETL, SQL, Requirements Gathering, Access, Microsoft SQL Server, IT Strategy, Oracle, Data Analysis, Enterprise Architecture, Integration, Business Process..., PL/SQL, Software Documentation, Analysis, Unix, Solution Architecture, Visual Basic, Dashboard, XML, Disaster Recovery, Project Management, MS Project, Visual Studio, ASP.NET, Testing, Business Intelligence..., C#, Requirements Analysis, SSIS, Process Improvement, Business Requirements, Software Development, Data Warehouse..., Microstrategy, OLAP, .NET, Agile Methodologies, Data Integration, Crystal Reports
Education
Queens University of Charlotte 2008 — 2012
MBA, Business Administration and Management, General
University of North Carolina at Wilmington 2000 — 2005
Bachelor of Science (B.S.), Management Information Systems, General
Mulberry Consulting August 2012 - Present
CXPA 2010 - 2013
Wells Fargo October 2008 - August 2012
Wachovia Bank August 2005 - October 2008
PNC Bank November 1996 - 2005
Federated Investors January 1993 - January 1996
Skills
Cross-functional Team..., Analytics, Program Management, Relationship Management, Product Management, Customer Satisfaction, Leadership, CRM, Customer Insight, Team Building, Strategy, Marketing Strategy, Business Analysis, Marketing, Customer Experience, Personas Development, Consulting, Customer Experience..., Market Research, Customer Engagement
Education
Regent University 2010 — 2012
Master's Degree, Organizational Leadership
Grove City College 1982 — 1986
Bachelor of Arts, Communications
Wells Fargo January 2015 - Present
Wells Fargo February 2013 - December 2014
300 East Restaurant September 2007 - April 2013
Carolinas Healthcare System April 2012 - November 2012
Russ Communications October 2010 - May 2011
Candescence Marketing Strategy October 2007 - March 2008
Sephora December 2003 - December 2007
Wachovia Bank May 2007 - July 2007
Skills
Cosmetics, Editing, Customer Service, Microsoft Office, Event Planning, Social Media, Public Relations, PowerPoint, Microsoft Word, Advertising, Photography, Social Media Marketing, Microsoft Excel
Education
Queens University of Charlotte 2005 — 2009
Bachelor of Arts, Corporate Communication and Psychology
Queens University of Charlotte
Bachelor of Arts, Corporate Communication and Psychology
Skanska July 2014 - Present
Sonepar USA September 2011 - July 2014
Wachovia Bank March 2007 - September 2011
Wachovia Bank 2006 - 2007
Wachovia Bank December 2001 - July 2006
Vanguard 1998 - 2004
The Vanguard Group September 1998 - December 2001
Skills
Mergers, Investments, Strategic Financial..., Management, Analysis, Mutual Funds, Business Planning, Finance, Negotiation, Retirement Planning, Forecasting, CRM, Retirement, Coaching, Valuation, Training, Deferred Compensation, Process Improvement, Auditing, Sales, Strategic Planning, Mergers & Acquisitions, 401k, Financial Advisory, Series 6, Financial Planning, Employee Benefits
Education
Queens University of Charlotte 2000 — 2004
Bachelors, Business Administration
MedExpress August 2013 - Present
Pella Windows and Doors of Virginia April 2012 - August 2013
BizPort June 2009 - April 2012
BizPort March 2007 - June 2009
BizPort August 2006 - February 2007
BizPort October 2005 - August 2006
SunTrust Bank April 2005 - October 2005
Wachovia Bank August 2002 - March 2005
Skills
Sales Operations, Customer Service, Operations Management, Analysis, Budgets, Management, Project Management, Sales Process, Recruiting, Leadership, Healthcare, Healthcare Management, Sales Management, Production Management, Customer Acquisition, HR Policies, HIPAA, Pricing, Production, P&L review, Training, Digital Printing, Graphic Design, Warehousing, Banking, Routing
Education
Roanoke College 1998 — 2002
Bachelors, Business Administration
Prudential Financial December 2012 - Present
Bank of America January 2008 - October 2011
Bank of America June 2006 - October 2011
Bank of America June 2006 - December 2007
JPMorgan Chase January 2005 - June 2006
Wachovia Bank January 2003 - December 2005
Morgan Stanley January 2001 - January 2003
Skills
Project Management, Strategic Planning, Sales Management, Operations Management, Marketing Strategy &..., Risk Management, Investment Banking, Financial Analysis, Financial Planning, Forecasting, Portfolio Management, Credit & Lending, Acquisition Integration, Corporate Finance, Banking, Compliance, Communication, Marketing Strategy, Credit, Financial Services, Management, Loans, Investments, Business Strategy, Insurance, Strategic Financial...
Education
Rider University
MBA, completion 12/2012
Rutgers University
BS Biological Sciences
Bank of America July 2015 - Present
Bank of America July 2015 - Present
Citizens Bank April 2014 - June 2015
Citizens Bank August 2012 - April 2014
Citizens Bank July 2011 - August 2012
wells fargo bank December 2009 - June 2011
Wachovia Bank December 2006 - December 2009
Skills
Sales Management, Small Business Lending, Loans, Banking, Process Improvement, Change Management, Management, Coaching, Credit, Sales, Leadership, Customer Service, Sales Operations, Cross Selling, Retail, Sales Process, Investments, Finance, Branch Management, Commercial Banking, Consumer Lending, Retail Banking, Sales Management..., Commercial Lending, Mortgage Lending, Relationship Management, Lines Of Credit, Portfolio Management
Education
Widener University 2003 — 2005
International Business Administration, International Business
Gloucester County College 2000 — 2002
Associate's degree, Business Administration and Management, General
Electrolux North America April 2013 - Present
Electrolux March 2011 - April 2013
Wells Fargo May 2009 - March 2011
Wachovia Bank July 2007 - May 2009
Harris Interactive July 2007 - July 2007
Harris Interactive September 2005 - June 2007
Bausch & Lomb November 2004 - August 2005
Skills
Marketing Research, Consumer Insights, Qualitative Research, Quantitative Research, Brand Equity, Marketing Communications, Customer Insight, Market Research, Integrated Marketing, Marketing Strategy, Product Marketing, Brand Management, Advertising, Cross-functional Team..., Strategy, Segmentation
Education
Rochester Institute of Technology 2004 — 2005
Masters of Business Administration, Marketing
West Virginia University 2009 — 2014
Master's Degree, Integrated Marketing Communications, 4.0
Saint Bonaventure University 2000 — 2004
Bachelors, Business Administration; Marketing
Wells Fargo July 2014 - Present
RBS Citizens September 2013 - July 2014
Wells Fargo September 2007 - September 2013
Wachovia Bank September 2007 - February 2012
Creative Financial June 2005 - September 2007
Merrill Lynch January 1994 - June 2005
Skills
Financial Planners, Investments, Retirement Planning, Commercial Lending, Uniform Combined State..., Series 7, High Net Worth..., Banking, Wealth Management, Job Coaching, Financial Services, Estate Planning, Business Planning, Small Business, Estate Administration, Relationship Management, Building Relationships, Private Banking, Retail Banking, Commercial Banking, Branch Banking, Life Insurance, Health Insurance, Disability Insurance, Term Life Insurance, Series 63, Series 65, Asset Allocation, Loans, Finance, Insurance
Education
Almeda 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2001 — 2002
Business Administration and Management, General, Deans List
Villanova University 2000 — 2001
Project Management
Richland Community College 1994 — 1998
Finance, General
Niantic Harristown
Bank of the James September 2012 - Present
SunTrust Bank December 2008 - August 2012
Wachovia Bank March 2004 - December 2008
Skills
Commercial Lending, Mortgage Lending, Commercial Banking, Small Business, Credit Analysis, Retail Banking, Banking, Loans, Mortgage Banking, Loan Origination, Small Business Lending, Finance, Relationship Management, Financial Analysis, Marketing, Credit, Accounting, Underwriting, Leadership Development, Strategic Planning
Education
Radford University - College of Business and Economics
B.B.A., Management
Renasant Bank May 2015 - Present
Wells Fargo Home Mortgage August 2012 - May 2015
United Community Bank, N.A. November 2002 - August 2012
Wachovia Bank January 1996 - November 2002
Skills
Conventional, Mortgage Lending, USDA, Credit, Banking, FHA, VA, Risk Management, Consumer Lending, FHA financing, Real Estate, Credit Analysis, REO, Residential Mortgages, Finance, Mortgage Banking, Loans, Loan Origination, Refinance, Small Business Lending, Customer Satisfaction, Commercial Mortgages, Commercial Lending, Certified Mortgage..., Investment Properties, VA loans, Underwriting, Government Loans, Construction Loans, Reverse Mortgages, First Time Home Buyers, Foreclosures
Education
Capstone Mortgage Institue of Mortgage Finance 2003 — 2003
Mortgage lending
Reinhardt University 1997 — 1997
Banking
TIAA-CREF October 2011 - Present
Wells Fargo March 2011 - October 2011
Wells Fargo January 2010 - March 2011
Wachovia Bank 2006 - January 2010
Wachovia Bank 2000 - 2006
Wachovia Bank 1998 - 2000
CoreStates/First Union Bank NA January 1996 - January 1998
CoreStates January 1992 - January 1996
Skills
Mutual Funds, Investments, Series 7, Series 66, Due Diligence, Contract Negotiation, Uniform Combined State..., Alternative Investments, Retirement, Portfolio Management, Securities, Asset Managment, Equities, Investment Strategies, Fixed Income, Investment Management, Pensions, Bonds, Financial Markets, Separately Managed..., Relationship Management, Capital Markets, Wealth Management..., Asset Management, Strategic Financial...
Education
Queens University of Charlotte 2004 — 2006
BA, Marketing
Temple University 1996 — 2003
Marketing/Finance
Bank of America June 2014 - Present
Bank of America September 2010 - June 2014
Mecklenburg Guardian Ad Litem Advocacy Foundation January 2005 - September 2013
BANK OF AMERICA August 2008 - September 2010
GARRISON ENTERPRISES, INC May 2006 - June 2008
WACHOVIA BANK November 1997 - April 2006
Skills
SDLC, Business Process, Business Analysis, Process Engineering, Documentation, Greenbelt Certification, MBA, Integration
Education
University of Phoenix 2008 — 2009
MBA, Business Administration
Queens University of Charlotte 2001 — 2004
BA, Information Systems
New Jersey Economic Development Authority October 2013 - Present
SNJDC 1998 - 2015
Brinkerhoff Environmental Services Inc. December 2004 - July 2013
Wachovia Bank March 2003 - December 2004
Sovereign Bank 1997 - 2003
Skills
Business Development, Banking, New Business Development, Strategy, CRM, Management, Environmental Awareness, Portfolio Management, Due Diligence, Environmental Impact..., Mergers & Acquisitions, Environmental Compliance, Commercial Banking, Loans, Finance, Strategic Planning, Contract Negotiation, Project Management, Business Strategy, Remediation, Environmental Consulting, Marketing, Small Business, Sustainability, Contract Management
Education
American Institute of Banking
Foundations of Banking Diploma, Commercial Lending, Banking
Landmark Education
Rowan College at Burlington County
Fine Arts, Liberal Arts
Wells Fargo Home Mortgage July 2013 - Present
Genesis10 July 2012 - June 2013
Wells Fargo Securities April 2012 - July 2012
Technisource October 2011 - July 2012
GMAC November 2009 - October 2011
Technisource 2011 - 2011
Wachovia Bank August 2006 - October 2008
Wachovia Bank June 2004 - August 2006
Wachovia October 1997 - June 2004
Skills
Project Management, Process Improvement, Business Analysis, Program Management, Performance Management, SDLC, Management, Visio, Change Management, Six Sigma, Employee Training, Customer Satisfaction, Training, Strategy, Leadership, Business Process, Software Documentation, SharePoint, Quality Assurance, PMP, Call Centers, Banking, CRM, Leadership Development, Analysis, Strategic Planning, Business Process..., Coaching, Vendor Management, Start-ups, Budgets, Cross-functional Team..., Risk Management, Enterprise Software, PMO, Financial Services, Consulting, Business Intelligence, Team Leadership, Relationship Management
Education
Radford University 1984 — 1989
B.S.
Century 21 Redwood Realty August 2014 - August 2015
AmeriSphere MultiFamily Finance January 2012 - April 2014
Wells Fargo Multifamily Capital March 2010 - December 2011
Enterprise Rent-A-Car July 2009 - March 2010
Wachovia Bank May 2007 - January 2009
Skills
Financial Analysis, Finance, Portfolio Management, Loans, Management, Analysis, Budgets, Credit Analysis, Asset Management, Mortgage Lending, Underwriting, Banking, Project Management, Leadership, Financial Modeling, Microsoft Excel, Valuation, Credit
Education
Radford University 2005 — 2009
B.B.A., Finance
Lee High School 2001 — 2005
Wells Fargo Home Mortgage April 2012 - Present
Wells Fargo Bank January 2009 - January 2010
Wachovia Bank January 2007 - January 2009
Wachovia Bank January 2006 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, HTML, Translation/Interpretaio..., PowerPoint, Retail Banking, Branch Banking, Branch Management, Branch Operation, Management, Teamwork, Loans, Sales, Training, Coaching
Education
Пятигорский Государственный Лингвистический Университет (ПГЛУ) / Pyatigorsk State Linguistic University (PSLU) 1997 — 2001
Bachelor's degree, Linguistics and Psychology
International Sports Sciences Association
Certified Fitness Trainer
Pyatigorsk State Linguistic University
Associate's degree, Translator/ Interpreter of International Business and Commerce, Marketing and Management
Wells Fargo June 2015 - Present
Wells Fargo October 2012 - May 2015
Wells Fargo July 2010 - September 2012
Wachovia, A Wells Fargo Company October 2009 - May 2011
Wachovia Bank May 2008 - September 2009
Wachovia Bank July 2006 - May 2008
Skills
Strategic Planning, Business Strategy, Management Consulting, Business Planning, Business Analysis, Strategy Development, Commercial Banking, Corporate Banking, Treasury Management, Financial Analysis, Strategy, Analytics, Banking, Cross Selling, Financial Modeling, Leadership
Education
Rollins College - Crummer Graduate School of Business 2004 — 2006
MBA, Finance, Management & International Business
Rollins College 2001 — 2004
B.A., Computer Science
Wells Fargo Insurance Services 2008 - 2014
Wachovia Bank 2004 - 2008
SunTrust Bank 2003 - 2004
Accenture 1998 - 2003
Bank of America 1990 - 1997
Skills
Wealth Management, Problem Solving, Management Consulting, Acquisition Integration, Change Management, Business Analysis, Business Strategy, Management, Financial Analysis, Relationship Management, Business Process..., Financial Services, Performance Management, Mergers, Team Leadership, Banking, Sales Management, Strategy, Leadership, Vendor Management, Risk Management, Mergers & Acquisitions, Strategic Planning, Insurance, Process Improvement, Executive Management, Cross-functional Team...
Education
Queens University of Charlotte 2014 — 2016
Master of Science (MS), Organizational Development
University of Georgia - Terry College of Business 1989 — 1990
Master of Business Administration (MBA), Finance, General
University of Georgia - Terry College of Business 1986 — 1989
Bachelor of Business Administration (BBA), International Business
Riverside Bank May 2012 - Present
Hometown Bank of the Hudson Valley September 2007 - May 2012
Hometown Bank of the Hudson 2007 - May 2012
Wachovia Bank 2005 - 2007
Education
Ramapo College of NJ 1986 — 1990
B.S., Finance
Kinnelon H.S. 1983 — 1986
HMS National January 2013 - Present
First American Home Buyer's Protection Corporation May 2011 - January 2013
New American Mortgage February 2011 - June 2011
RMCi Financial October 2010 - February 2011
Ameritrust June 2010 - October 2010
Wells Fargo Home Mortgage November 2008 - July 2010
New South Federal Savings Bank August 2008 - October 2008
CTX Mortgage June 2007 - August 2008
HomeBanc Mortgage May 2004 - June 2007
Wachovia Bank January 2000 - June 2003
Skills
Mortgage Banking, REO, Construction Loans, Human Resources, Renovation, Mortgage Lending, FHA, USDA, Refinance, First Time Home Buyers, Loan Origination, Loans, VA loans, Residential Mortgages, FHA financing, Reverse Mortgages, Investment Properties, Government Loans, Team Building, Leadership, Real Estate Transactions, Selling, Underwriting, Credit, Sales, Sellers
Education
Queens University of Charlotte 1998 — 2000
Corporate Communications
The University of Texas at Arlington - College of Business
business
INTL FC Stone June 2015 - Present
First Tryon Securities June 2010 - May 2015
SunTrust Bank June 2007 - May 2010
Morgan Keegan & Co., Inc. November 2004 - April 2007
BB&T Capital Markets March 2003 - November 2004
Bank of America November 2000 - March 2003
Interstate Johnson Lane September 1992 - October 2000
Wachovia Bank October 1982 - August 1992
Skills
Municipalities, Fixed Income, Trading, Bonds, Series 63, Capital Markets, Series 7, Securities, Portfolio Management, Bloomberg, Options, Structured Products, Investment Banking, Interest Rate..., Finance, Investments, Asset Management
Education
Purdue University - Krannert School of Management 1978 — 1982
B.S., Business, Finance
West Lafayette High School 1974 — 1978
Legacy Settlement Services January 2011 - Present
Alltech Title Group March 2010 - December 2010
AXA Advisors May 2006 - January 2010
Wachovia Bank September 1997 - May 2006
Skills
Sellers, Buyers, Investments, Mortgage Lending, Sales, Management, Real Estate, Mortgage Banking, Investment Properties, Investors, Business Development, Finance, Foreclosures, Real Estate Transactions, Small Business, Residential Homes
Education
Roanoke College 2003 — 2005
BBA, Finance
Bank of America April 2007 - Present
Wachovia Bank 2000 - 2007
U.S. Department of State March 1991 - November 1999
Skills
Sourcing, Negotiation, Supply Chain Management, Procurement, Technology Sourcing, Contract Writing, Strategic Sourcing, Sourcing & Procurement, Global Sourcing, Vendor Management, Vendor Relations, Contract Negotiations, Contract Management, Supply Chain, RFP, Supply Management, Contract Negotiation, Process Improvement, Spend Analysis
Education
Rollins College 1986 — 1989
Bachelor of Arts, German Language and Literature
The MI Network February 2010 - Present
Wachovia Bank August 2005 - August 2008
Prudential Financial February 1980 - January 2005
Prudential Insurance 1980 - 2005
Skills
Program Management, Budgets, Process Improvement, Leadership Development, Project Management, Change Management, Six Sigma, Strategic Planning, Project Planning, Coaching, Public Speaking, Organizational..., SharePoint, Leadership, Volunteer Management, Management, Staff Development, Risk Management, Microsoft Office, Fundraising, Entrepreneurship, Microsoft Excel, Requirements Analysis, Employee Training, Team Building, Training, Management Consulting, Strategy, Performance Management, Nonprofits, Workshop Facilitation, Program Development, Team Leadership, Policy, Customer Service, Analysis, Government
Education
Villanova University 2007 — 2007
Six Sigma Black Belt
Purdue University 1972 — 1974
University of Phoenix
Business Administration
PNC Wealth Management October 2011 - Present
Richland Feed Co, Inc October 2009 - Present
TD Bank April 2007 - September 2009
Wachovia Bank November 1991 - March 2007
Barbizon Modeling January 1989 - January 1996
Skills
Employee Relations, Credit, Wealth Management, Private Banking, Office Management, Banking, Marketing Strategy, Time Management, Business Development, Securities, Recruiting, Relationship Management, Mutual Funds, Sales Operations, Asset Management, Management, Loans, Mortgage Lending, Financial Services, Retail Banking, Advertising, Risk Management, Commercial Banking, Customer Service, Sales, Investments, CRM
Education
Burlington County College 2010 — 2011
Entrepreneur Certificate Program, Small Business Admin
Quakertown High School 1981 — 1984
Upper Bucks Technical School 1981 — 1984
Marketing, Marketing
AAA Carolinas December 2014 - Present
Carolina Panthers August 2011 - Present
Bank of America June 2012 - June 2014
Wells Fargo Home Mortgage August 2011 - June 2012
Wells Fargo Home Mortgage November 2009 - May 2011
Right Management 2008 - 2009
Wachovia Bank March 2005 - November 2008
Wachovia Bank June 2002 - March 2005
Bellsouth Mobility DCS/Cingular Wireless August 2000 - September 2001
Skills
Process Improvement, Credit, Team Building, Banking, Loans, Finance, Analysis, Accounting, Customer Service, Human Resources, Marketing, Risk Management, Sales, Software Documentation, Training, Microsoft Office, Leadership
Education
Queens University of Charlotte 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Village Bank November 2008 - Present
Village Bank June 2012 - November 2013
Rotary Club of Mechanicsville VA- May 2008 - June 2012
River City Bank 2008 - 2008
Wachovia Bank 2005 - 2008
Skills
Loans, Small Business Lending, Credit, Banking, Commercial Lending, New Business Development, Underwriting, Business Relationship..., Commercial Banking, Credit Analysis, Leadership, Loan Origination, Portfolio Management, Small Business, Consumer Lending, First Time Home Buyers, Strategic Planning
Education
Radford University 1999 — 2003
Bachelor's Business Administration, Major: Management, Minor: Communications
Acquire Media August 2014 - Present
CSI Software January 2014 - July 2014
Millennium Systems International April 2013 - December 2013
USI Insurance Services May 2012 - March 2013
Brown & Brown Metro Inc October 2011 - May 2012
Ricoh Business Solutions June 2010 - September 2011
Heartland Payment Systems December 2009 - June 2010
Wachovia Bank January 2007 - September 2008
Skills
Salesforce.com, Cold Calling, Direct Sales, Sales Operations, Sales, Building Relationships, Sales Presentations, CRM, Social Media, Enterprise Software, Solution Selling, Selling, Customer Retention, Account Management, Software, SaaS, Social Media Marketing, Online Marketing, Digital Marketing, Qualifying Prospects, Networking, Social Networking, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, Lead Generation, IT Solutions, Building Business..., Strategic Prospecting, Sales Prospecting, Prospect Research, Webinars, Goal Setting, Exceed Sales Goals, Technology Solutions, Software Solutions, Software Solution Sales, Prospecting Skills, Pipeline Management, Pipeline Generation, Pipeline Growth, PowerPoint, New Business Development, Building New Business, Marketing Strategy, Microsoft SQL Server, Product Demonstration, Relationship Building
Education
Rowan University 2002 — 2006
Bachelor's degree, Business Management, 3.1 GPA
Morris Knolls High School 1999 — 2002
Cody Tech 2010 - Present
Sonic Legends April 2007 - December 2011
Sound Associates, Inc February 2011 - March 2011
Sheridan House, Inc. February 2009 - February 2011
Sheridan House, Inc February 2009 - February 2011
Wachovia Bank October 2006 - October 2008
SAPPI Trading / U.S. Paper October 2004 - April 2005
Qwest Communications October 2001 - May 2004
Virgin Megastore June 1999 - October 2001
Sam Goody (Musicland Group) August 1993 - September 1998
Skills
Management, Leadership, Analysis, Customer Service, Sales, Telecommunications, Retail, Technical Support, Payroll, Human Resources, Call Centers, Logistics, Invoicing, Accounting, Accounts Receivable
Education
Purchase College, SUNY 1993 — 1996
Literature, English
SUNY Purchase 1993 — 1996
B.A, Literature
Rensselaer Polytechnic Institute 1992 — 1993
Physics, Physics
lia sophia Jewelry September 2009 - Present
Independent Contractor August 2004 - August 2005
Wachovia Bank November 2000 - August 2004
Butler's of Far Hills April 2000 - August 2003
Pink Door Design Studio August 1999 - April 2000
Education
Rutgers University-New Brunswick 1996 — 1998
Raritan Valley Community College
A.A, Liberal Arts
Rutgers University
B.A, Psychology
CLT Appraisal Services February 2012 - Present
Tax Management Associates March 2011 - March 2012
Signature Bank of GA May 2009 - July 2010
Alpha Bank & Trust April 2008 - March 2009
Wachovia Bank May 2005 - March 2008
Etrade Financial June 2003 - May 2005
Skills
Customer Service, Loans, Selling, Sales, Investments, Portfolio Management, Real Estate, Credit, Finance
Education
Radford University 1999 — 2003
BBA, Finance, Economics
Washington University August 2015 - Present
Charter Communications 2009 - August 2015
St. Louis Community College January 2009 - 2010
Wachovia Bank October 2007 - March 2009
A. G. Edwards & Sons October 1989 - October 2007
JBM Electronics (now part of Spectris) April 1984 - October 1989
Skills
WAN, Servers, Ethernet, Integration, Networking, Wireshark, IP, SQL, Satellite Communications, TCP/IP, Telecommunications, Cisco Routers, OSPF, Netscout, Mathematics, Network Engineering, Network Design, Java, Switches, Cisco Technologies, Network Architecture, Routing, C, Solaris, C++, Cisco IOS, Microsoft SQL Server, TCP, Sniffer, VBA, Packet Analysis, VSAT, Statistics, Protocol Analysis, Routers, LAN-WAN, Tcpdump, Smartbits, Netflow, Teradata, Solarwinds, JDBC, IPDR, SNMP
Education
Purdue University 1979 — 1983
BS, Computer Science, Mathematics
M&T Bank April 2013 - Present
Wells Fargo Bank November 2009 - April 2013
Wells Fargo Bank February 2006 - November 2009
Wachovia Bank March 2003 - December 2005
Bank of Tokyo-Mitsubishi January 2003 - March 2003
Commerzbank AG October 1997 - January 2003
Primerica Financial Services 1995 - 1997
Skills
Commercial Banking, Banking, Treasury Management, Cash Management, Global Cash Management, International Financial..., business banking, Marketing Strategy, Product Marketing, network management, Marketing Communications, Compliance, AML, BSA, Risk Management, KYC, Foreign Exchange, Merchant Services, SWIFT payments, Financial Services, Cross Selling, Capital Markets, Network Administration, Portfolio Management, Commercial Lending, Treasury Services, FX Options, Financial Institutions, Finance, Credit Analysis, Credit Risk, Investments, Loans, Treasury, Retail Banking, Trading
Education
Ramapo College of New Jersey
Bachelor of Science (BS), Psychology and International Business
NACCO Materials Handling Group January 2013 - Present
ASTD 2002 - Present
Lowe's Home Improvement October 2010 - December 2012
Queens University of Charlotte 2008 - 2010
Wachovia Bank 2001 - 2007
LifeStyle Furnishings 1999 - 2001
Skills
Performance Improvement, Vendor Management, Instructional Design, Project Management, Program Evaluation, Training Delivery, Customer Experience, Communication, Problem Solving, Strategic Communications, Analysis, Blended Learning, Learning Management..., Classroom Management, Leadership, E-Learning, Training, Learning Management, Leadership Development, ADDIE, Higher Education, Organizational..., Career Development, Human Resources, Strategic Planning, Captivate, Needs Analysis, Curriculum Design, Instructor-led Training, Staff Development, Employee Training, Project Planning, Team Building, Workshop Facilitation, Technical Writing, Public Speaking, Performance Management, Management, Coaching, Employee Relations, Adult Education, Talent Management, Onboarding/New Hire..., Interviews, Consulting, Program Management, Change Management, Strategy
Education
Queens University of Charlotte 2007 — 2010
M.A., Organizational and Strategic Communication, 4.0
University of North Carolina at Greensboro 1992 — 1995
B.S., Education
Brevard College 1990 — 1992
A.A., Education
Wachovia Bank Store ManagerLondon FogMarch 2003 - July 2006
Education
Raritan Valley Community College
IBM November 2012 - Present
Gaurdian Life Insurance April 2007 - November 2012
JPMorgan Chase & Co. December 2006 - March 2007
Blue Cross and Blue Shield of Louisiana February 2006 - November 2006
Nortwest airlines May 2005 - February 2006
UBS Investment Bank December 2001 - May 2005
New zealand dary services September 2000 - October 2001
Aramco Overseas Company August 1999 - September 2000
First Chicago Bank October 1998 - August 1999
wachovia bank June 1997 - October 1998
Skills
DB2, Requirements Analysis, Solution Architecture, Enterprise Architecture, Business Intelligence, SDLC, Integration, Business Analysis, Software Project..., SQL, Oracle
Education
St. Paul technical college - now Saint Paul College 1991 — 1992
Computer Science
Oklahomate state university institute of technology 1985 — 1986
Computer Science
Rose State College 1981 — 1986
Math and computer science
JPMorgan Chase April 2013 - Present
Fifth Third Bank December 2009 - April 2013
Wachovia Bank June 2006 - December 2009
Philip Morris USA April 2004 - June 2006
Priority Healthcare Corporation March 2001 - April 2004
DLT Solutions Inc June 2000 - March 2001
Skills
Sales Management, Team Leadership, Strategic Communications, Team Management, Coaching, Banking, Retail Banking, Strategic Planning, Analytics, Credit, Small Business, Commercial Lending, Consumer Lending, Sales Presentations, Investments, Insurance, Mentoring, Small Business Lending, Loan Origination, Credit Analysis, Credit Cards, Risk Management, Commercial Banking, Lines Of Credit, Loans, Finance, Financial Services, Leadership, Treasury Management, Management, Cross Selling, CRM, Sales, Portfolio Management, Selling, Relationship Management, Credit Risk, New Business Development, Cash Management, Branch Management, Mortgage Lending, Forecasting, Underwriting, Branch Banking, Mergers & Acquisitions, Commercial Mortgages, Wealth Management, Deposits, Private Banking, Series 6
Education
Rollins College 1996 — 2000
Bachelors, Mathematics
Warwick 1993 — 1996
Hard Knocks, Street Smarts
Ann Taylor Factory and Loft Outlets January 2011 - May 2013
Pacific Sunwear November 2007 - January 2011
Skechers 2005 - 2007
Wachovia Bank 2004 - 2005
Pacific Sunwear 2001 - 2005
Skills
Driving Results, Loss Prevention, Visual Merchandising, Store Management, Merchandising
Education
Radford University 1997 — 2001
BS, Kinesiology
College Graduate
Bachelor of Science (BS), Kinesiology and Exercise Science
TD May 2015 - Present
Open Systems Technologies/Bank of America August 2014 - May 2015
Guardian Life Insurance December 2007 - June 2014
Educational Testing Services (ETS) September 2003 - December 2007
Wachovia Bank March 2002 - September 2003
Prudential Financial July 1997 - February 2002
MetLife September 1992 - July 1997
General Chemical June 1990 - August 1992
Ricoh Americas Corporation June 1988 - May 1990
William and Watts January 1987 - May 1988
Skills
MS Project, Program Management, Software Project..., Change Management, Project Planning, Project Coordination, Programming, Problem Solving, Project Execution, Project Delivery, Software Implementation, Web Development, Customer Service, Team Management, Team Leadership, User Experience, Visual Basic, SDLC, IT Management, Business Analysis, Access, Business Requirements, PMP, Application Development, PMO, Cross-functional Team..., Requirements Gathering, Solution Design, Team Building, Analysis, Software Development, Agile Project Management, SQL, Visio, Systems Analysis, Project Management, Stakeholder Engagement, Stakeholder Management, Enterprise Architecture, Vendor Management, Resource Management, IT Strategy, Solution Architecture, Business Process, Business Process..., Microsoft SQL Server, Oracle, IT Service Management, IT Operations, Agile Methodologies
Education
Ramapo College of New Jersey
BS, Business Administration
Aster Group April 2008 - Present
Siemens Healthcare January 2002 - April 2008
Wachovia Bank June 1997 - January 2002
Skills
Business Intelligence, Business Process, ERP, Business Analysis, Business Process..., Requirements Analysis, Business Objects, Financial Analysis, Leadership, SAP BW, SAP ERP, Financial Modeling, Strategic Planning, Management, Process Improvement
Education
Roanoke College 1993 — 1997
Bachelor of Business Administration (BBA), Accounting
CFE Financial Crimes Analyst for Loss Management ControlsWells FargoFebruary 2009 - October 2014
Wachovia Bank June 2005 - February 2009
Wachovia Bank May 2002 - June 2005
Skills
Banking, Financial Risk, Finance, Internal Audit, Account Reconciliation, Risk Management, Loans, Mortgage Lending, Credit, Credit Risk, Due Diligence, Financial Audits, Financial Analysis, Credit Analysis, Financial Statements, Tax, Six Sigma, Payments, Tax Preparation, Retail Banking, Certified Fraud Examiner, Corporate Fraud...
Education
Queens University of Charlotte 1999 — 2005
Bachelor's Degree, Business/Accounting
Federal Reserve Bank of Richmond April 2014 - Present
Capital One June 2011 - April 2014
Wells Fargo Bank September 2009 - May 2011
Wachovia Bank April 2006 - September 2009
Wachovia Bank, NA January 2001 - April 2006
First Union National Bank January 2000 - January 2001
First Union National Bank September 1998 - January 2000
Peebles Department Store June 1997 - September 1998
Education
Radford University - College of Business and Economics 1993 — 1997
Business Administration, Organizational Management
Carrier Corporation September 2011 - Present
LPL June 2011 - August 2011
Wells Fargo Bank April 2010 - May 2011
Wachovia February 2008 - July 2008
Wachovia Bank February 2008 - July 2008
Northwestern Mutual Financial Network September 2005 - December 2007
Skills
Customer Service, Risk Management, Management, Analysis, Business Development, Microsoft Excel, New Business Development, Finance, Financial Analysis, Microsoft Office, Pricing, Project Management
Education
Queens University of Charlotte 2014 — 2016
MBA, Business Administration and Management, General
University of North Carolina at 2001 — 2005
B.S.B.A, Management; Entrepreneurship
Wells Fargo 2010 - Present
Wachovia January 2008 - January 2010
Wachovia Bank May 2006 - December 2007
Wachovia July 2005 - May 2006
Wachovia October 2003 - July 2005
Skills
SDLC, Banking, Vendor Management, Visio, Risk Management, Business Requirements, Autosys, Production Support, SharePoint, Process Improvement, Business Analysis, Requirements Gathering, Access, Windows XP, Project Management, Disaster Recovery, XP, Enterprise Architecture
Education
Queens University of Charlotte 2012 — 2014
Master of Science in Organization Development (MSOD), Organization Development, Attending Now
Queens University of Charlotte 1995 — 2002
BA, Business Administration and Computer Information Systems
Wells Fargo October 2014 - Present
Wells Fargo June 2010 - October 2014
Wells Fargo October 2011 - May 2012
Wells Fargo May 2007 - June 2010
Annis Associates 2007 - 2010
Wachovia Bank June 2006 - May 2007
Naval Postgraduate School July 2004 - June 2006
Purdue University January 2004 - May 2004
United Technologies May 1998 - June 2000
Skills
Risk Management, Financial Modeling, Financial Risk, Quantitative Analytics, Data Analysis, Derivatives, Forecasting, Market Risk, Analysis, Statistics, Valuation, Internal Audit, Auditing, Credit, Management, Trading, Equities, Analytics
Education
Purdue University 2000 — 2003
Ph.D., Statistics
Purdue University 2000 — 2001
M.S., Mathematical Statistics
Purdue University 1998 — 2000
M.S., Industrial Engineering
University of Florida 1994 — 1998
B.S., Mechanical Engineering
Deutsche Bank AG February 2002 - Present
New York University May 2002 - Present
Wachovia Bank February 1998 - March 2002
CoreStates Bank (later acquired by First Union Bank) June 1988 - January 1998
Skills
Credit Analysis, Credit Risk, Banking, Derivatives, Financial Risk, Capital Markets, Cash Management, Credit, Finance, Portfolio Management, Trade Finance, Fixed Income, Structured Finance, Market Risk, Emerging Markets, Risk Management
Education
CFA Institute 2000 — 2005
CFA, Finance
University of Virginia 1995 — 1997
Graduate Degree, Retail Bank Management
Rider University 1989 — 1992
Master of Business Administration (MBA)
Saurashtra University 1984 — 1987
BBA, Marketing and Export Management
Wells Fargo August 2014 - Present
Wells Fargo Bank 2005 - August 2014
Wachovia Bank March 2002 - October 2005
Skills
VB.NET, Visual Basic, VBScript, SAS, VBA, XML, ASP.NET, ASP, Microsoft Office, Perl, DHTML, Java, Microsoft SQL Server, Access, Crystal Reports, Oracle, SDLC, SSIS, SSRS, DB2, HTML, ADO.NET, PHP, Analysis, T-SQL, ETL
Education
Radford University 2004 — 2006
B.S., Criminal Justice
Wells Fargo October 2007 - December 2010
BB&T June 2005 - April 2007
Wachovia Bank February 1995 - June 2005
BNY Mellon October 1991 - March 1994
SunTrust Bank February 1990 - October 1991
BNY Mellon June 1977 - February 1990
US Army March 1968 - May 1969
US Army October 1966 - January 1968
Skills
Sales Management, Treasury Services, Banking, Consultative Selling, Team Leadership, Situational Leadership, Leadership Development, Mentoring, Coaching, Treasury Management, Selling, Commercial Banking, Cash Management, Leadership, Financial Analysis, Treasury, Investments, Risk Management, Relationship Management, Sales, Strategy, Finance, Product Management, Payments, Commercial Lending, Business Development, CRM, Credit, Financial Services, Loans, ACH, Financial Institutions, Small Business Lending, Portfolio Management, Credit Analysis, Merchant Services, Cross Selling, Electronic Payments
Education
Purdue University - Krannert School of Management 1975 — 1977
MSIA, Finance - Minor:Operations Research
Purdue University - Krannert School of Management 1972 — 1975
BS, Business- Minor: Industrial Engineering
AT&T Wireless August 2010 - Present
Creative Financial Group January 2009 - Present
Principal Financial Group 2011 - 2012
Financial Advisors of Delaware Valley 2011 - 2011
New England Financial January 2009 - March 2010
Philly2Night.com 2010 - 2010
Weichert Realty July 2007 - August 2009
Wachovia March 2008 - June 2008
Wachovia Bank March 2008 - June 2008
Cordua & Co October 2006 - July 2007
Skills
Series 7, Mortgage Lending, Investments, Management, Loans, Real Estate, Finance, Financial Services, Team Building, Retail, Sales, Sales Management, Training, Life Insurance, Residential Mortgages, Customer Service
Education
Rowan College at Burlington County 1994 — 1995
N/A, General Studies
Holy Cross High School
Life & Health Insurance
Our Lady of Good Council
Our Lady of Good Council
State of New Jersey Real Estate
Red Lobster November 2014 - Present
Earl Enterprises April 2014 - November 2014
BNY Mellon January 2012 - April 2014
CAREFUSION/CARDINAL HEALTH June 2008 - April 2010
WACHOVIA BANK October 2005 - June 2008
American Express Financial Advisors January 2004 - October 2005
Skills
Finance, Sales, Leadership, Forecasting, Business Planning, Account Management, Business Development, Budgets, Investments, Customer Service, Sales Operations, Securities, Consulting, Market Planning, New Business Development, Strategic Financial..., Cross-functional Team..., Financial Modeling, Territory Management, Marketing Analytics, APT, Business Analysis
Education
Rollins College - Crummer Graduate School of Business 2011 — 2012
MBA, Management Concentration
University of Central Florida 1999 — 2003
Bachelors of Science, Business Administration; Finance
BP February 2013 - Present
BP Petroleum March 2012 - February 2013
BP May 2010 - March 2012
CRSL September 2001 - May 2010
Wachovia Bank November 2008 - April 2010
IBM .ABN Amro July 2006 - October 2008
BP Petroleum June 2006 - July 2006
Cummins September 2005 - June 2006
La Leche League International February 2005 - September 2005
Liberty Mutual November 2004 - February 2005
Skills
Windows Server, Lotus Notes, LotusScript, Windows 9x, Access, Database Administration, Data Mining, Data Analysis, PC maintenance, Microsoft Exchange, MS Office Suite, Assentor, CA Message Manager, MS SQL, Sametime, XP, Excel, Word, Formula Language, Lotus Domino, Messaging, Servers, Hardware, ODBC, Windows, Application Development, Administration, System Administration, Active Directory, Lotus, SQL, Blackberry Enterprise..., Microsoft Windows 98, Visual Basic, Databases, Integration, Technical Support, Computer Hardware, Security, Microsoft SQL Server
Education
Purdue University 2010 — 2014
BS, Business
Purdue University 1993 — 1993
AS, Business
Bank of America / Merrill Lynch June 2009 - Present
Bank of America December 2005 - June 2009
Wachovia Bank May 2003 - December 2005
Precision Sports Entertainment September 2002 - May 2003
National Pastime Corp. May 1998 - September 2002
Skills
Banking, Cash Management, Mortgage Lending, Securities Lending, Liquidity Management, Structured Finance
Education
-- 1994 — 1998
Bachelor's Degree, Finance; Economics
Quinnipiac University 1994 — 1998
Bachelor of Science (B.S.), Economics
Quinnipiac University - School of Business 1994 — 1998
BS, Economics
Oldcastle February 2009 - Present
Oldcastle February 2009 - February 2013
Wachovia Bank 1995 - 2006
SAIC 1999 - 2003
Skills
Management, Java, SharePoint, Citrix, Microsoft SQL Server, Wireless Networking, Help Desk Support, Training, Team Leadership, Troubleshooting, Microsoft Word, Program Management, Microsoft Office, Crystal Reports, Strategic Planning, Business Analysis, Windows, Call Centers, Outlook, Lotus Notes, Windows Server, Change Management, Technical Support, Microsoft Excel, Leadership, Software Documentation, Access, Disaster Recovery, Project Management, Servers, Computer Hardware, Windows 7, Customer Service, Vendor Management, Project Planning, PowerPoint, SQL, Analysis, Networking, Call Center Architecture, Diplomacy, Information Technology, Knowledge Management, Remedy Ticketing System, Tactfulness, Technical Documentation, Technical Leadership
Education
Rowan University 1990 — 1995
BB&T May 2014 - Present
Wells Fargo March 2011 - May 2014
Bank of America October 2010 - February 2011
Sequity Capital Solutions, LLC April 2010 - September 2010
Between Gigs January 2010 - April 2010
Gulf stream Asset Management August 2002 - December 2009
SunTrust 2001 - 2002
Wachovia Bank 1998 - 2000
United American Insurance March 1997 - March 1998
Washington and Lee University 1990 - 1996
Skills
Risk Management, Credit Risk, Market Risk, Financial Modeling, Fixed Income, Basel II, Portfolio Management, Asset Management, Financial Risk, Valuation, Operational Risk, Statistics, Statistical Modeling, Structured Finance, Quantitative Analytics, Credit Derivatives, Economic Capital, CCAR
Education
Rice University 1982 — 1988
PhD, Mathematics
University of Michigan 1978 — 1982
BS, Mathematics and Physics
Highland Park (IL) High School 1974 — 1978
Bank of America May 2013 - Present
Bank of America November 2010 - June 2013
Wells Fargo August 2009 - December 2010
Wachovia Bank 2006 - August 2009
Evergreen Investments August 2004 - July 2006
Evergreen Investments October 2000 - August 2004
Skills
Strategy, Project Management, Vendor Management, Management, Portfolio Management, Business Analysis, PMO, Fixed Income, Leadership, Financial Services, Risk Management, SDLC, Banking, Mutual Funds, Asset Managment, Asset Management, Agile & Waterfall..., SAP Implementation
Education
Queens University of Charlotte 2002 — 2005
MBA
University of South Carolina-Columbia 1995 — 1999
BA Journalism, Public Relations / Human Resources
aflac 2006 - Present
Wachovia Bank May 1998 - July 2006
Education
Radford University - College of Business and Economics 1994 — 1996
Webster Bank April 2007 - Present
Wachovia Bank 1982 - 2007
Education
Quinnipiac University - School of Business 1982 — 1987
Wachovia Bank August 1984 - Present
Wachovia Bank, N.A. - International Division 1984 - Present
Education
Rosemont College 1997 — 2001
MBA, Concentration in International Business
Investors Bank January 2014 - Present
Sovereign Bank November 2007 - August 2013
PNC Bank April 2007 - November 2007
US Bank September 2006 - April 2007
Wachovia Bank January 2006 - September 2006
Fifth Third Bank November 2002 - December 2005
Skills
Commercial Banking, Banking, Finance, Sales, Small Business, Credit, Commercial Lending, Portfolio Management, Financial Analysis, Loans, Credit Analysis, Risk Management, Cash Management, Investments, Business Development, New Business Development, Leadership, Strategic Planning, Team Building, CRM, Coaching, Corporate Finance, Lines Of Credit, Middle Market, Negotiation, Sales Management, Small Business Lending, Financial Modeling, Consumer Lending
Education
Rutgers Business School 2015 — 2017
Master of Business Administration (M.B.A.), Executive Master of Business Administration (M.B.A)
University of Notre Dame 1998 — 2002
BA, Economic/Computer Applications
Wells Fargo November 2009 - Present
Wachovia Bank 2003 - December 2009
Wachovia Bank 2001 - October 2003
Morgan Stanley 1998 - 2001
Skills
Financial Structuring, Portfolio Management, Series 63, Financial Analysis, Credit Analysis, Commercial Lending, Mutual Funds, Estate Planning, Investment Management, Fixed Income, Insurance, Financial Advisory, High Net Worth..., Securities, Relationship Management, Strategic Financial..., Investment Advisory, Finance, Retirement Planning, Uniform Combined State..., Wealth Management..., Financial Services, Financial Planning, Wealth Management, Loans, Investments, Banking, Credit, Series 7
Education
Ramapo College of New Jersey 1995 — 1999
BS, Finance
Wells Fargo October 2012 - Present
Wells Fargo May 2011 - October 2012
Wachovia, A Wells Fargo Company May 2009 - May 2011
Wachovia July 2008 - May 2009
Wachovia Bank July 2006 - July 2008
Wachovia Bank September 2000 - July 2006
The Mills Corporation July 1999 - September 2000
Parks Consulting August 1997 - July 1999
Skills
Risk Management, PMO, Banking, Financial Services, Strategy, Vendor Management, Project Portfolio..., Governance, Process Improvement, Business Process, E-commerce, Relationship Management, SDLC, Program Management, Management Consulting, Change Management, Strategic Planning, Business Process..., Portfolio Management, Management, Mergers & Acquisitions, Cross-functional Team..., Project Management, Leadership, IT Strategy, Product Management, Internet Banking, Mergers, Resource Management
Education
Queens University of Charlotte 2000 — 2002
MA, Organizational Communication
Queens University of Charlotte 1993 — 1997
Bachelor of Arts (B.A.), Corporate Communications
State Farm Bank February 2012 - July 2015
State Farm Bank April 2010 - January 2012
Wachovia Bank August 2008 - April 2010
Wachovia, A Wells Fargo Company 2006 - 2008
State Farm Bank 2001 - 2006
Fleet Credit Card Services 1999 - 2001
First USA April 1999 - December 1999
PNC National Bank 1991 - 1999
Skills
Credit, Credit Risk, Portfolio Management, Underwriting, Cards, Financial Analysis, SAS/SQL, Database Segmentation, Strategic Planning, Forecasting Models, Financial Forecasting, Loss Forecasting, Customer Lifecycle..., Marketing Strategy, Customer Research, Customer Retention, Forecasting, Full P&L Responsibility, Analytics, Banking, Credit Cards, Database Marketing, Financial Risk, Strategy, SAS programming, Risk Management, P, Financial Services
Education
Purdue University - Krannert School of Management 2003 — 2006
Masters, Business
Purdue University - Krannert School of Management 1989 — 1994
Bachelor of Science (BS), Accounting and Finance
Wachovia Bank Systems AnalystSolectron1999 - 2002
Education
George Mason University - School of Management 1993 — 1996
MBA
Radford University 1987 — 1991
Patelco Credit Union February 2013 - Present
Charles Schwab Bank September 2011 - February 2013
Bank of America August 2010 - September 2011
Wells Fargo May 2009 - August 2010
FirstPlace / Wachovia Bank October 2008 - December 2008
Wachovia Bank March 1999 - October 2008
Onyx Acceptance 1998 - 1999
WFS Financial 1996 - 1998
Union Federal Bank 1993 - 1996
Skills
Leadership Development, Leadership, Process Improvement, Program Management, Risk Management, Management, Change Management, Strategy, Strategic Planning, Training, Team Leadership, Mortgage Lending, Banking, Account Management, Financial Services, Loans, Project Management, Budgets, Credit, Business Planning, Coaching, Committed to..., Business Analysis, Portfolio Management, Analysis, Relationship Management
Education
CHS
Purdue University
Bachelor of Arts (BA), Biological Sciences
LPL February 2007 - Present
Bank of America March 2000 - September 2007
Bank of America (Contract) October 2006 - February 2007
UVEST Financial Services September 1998 - September 2000
Wachovia Bank January 1996 - January 1998
Wachovia Bank January 1991 - January 1996
Education
Queens University of Charlotte 1985 — 1989
VALIC March 2010 - Present
Wachovia Bank June 2008 - March 2010
AXA Advisors November 2007 - June 2008
Inspire Financial Group May 2003 - November 2007
Education
Rice University 2011 — 2012
CFP ®
Texas A&M University 1999 — 2003
Bachelor's Degree, Speech Communication
Louise High School 1996 — 1999
High School
Zen Windows 2015 - Present
SunTrust 2014 - Present
Leaders in Regional Sales Management Greater Roanoke, VA Area 2012 - Present
Bath Fitter / Bath Saver Inc. 2012 - 2014
The Roanoke Times / roanoke.com 2010 - 2012
The Roanoke Times / roanoke.com 2010 - 2012
Bank of America 2005 - 2010
LEADS.COM 2003 - 2005
Wachovia Bank 2002 - 2003
American Express Financial Advisors 2000 - 2002
Education
American Express Advisor University 2001 — 2001
Certified Advisor, Financial Planning and Services, Merit-Bassed Appointment
Roanoke College 1987 — 1991
Bachelor of Arts (B.A.), Fine Arts
Salem High School
College Prep
Duke Energy Corporation November 2013 - Present
Duke Energy Corporation June 2010 - Present
Wachovia Bank March 2005 - August 2008
Charles Schwab January 1999 - February 2005
Johnson & February 1991 - February 1998
Skills
Contract Negotiation, Product Development, Product Management, Online Marketing, Program Management, Event Management, Budgeting, Brand Development, Business Strategy, Business Planning, International Business, Sales Management, Sales Support, Advertising, Channel Marketing, Lead Generation, Alliance Development, Vendor Management, Joint Ventures, Social Media Marketing, Marketing Communications, Strategic Planning, Innovation, Packaging, Asia Pacific, Russian, Spanish, Energy Efficiency, Medical Devices, Retirement Planning, Budgets, Marketing Strategy, Marketing Management, Management, Market Analysis, Strategy
Education
Queens University of Charlotte 2009 — 2010
CFP, Financial Planning
Thunderbird School of Global Management 1988 — 1989
MBA, Business, FInance, Marketing
Universidad Autónoma de Guadalajara 1988 — 1988
Spanish, Spanish, Mexican History/Culture
Санкт-Петербургский Государственный Университет / Saint Petersburg State University 1981 — 1982
certificate, Russian language and culture
University of Colorado Boulder 1977 — 1981
BA, Economics, International Studies
U.S. Trust, Bank of America. June 2014 - Present
Bank of America October 2010 - June 2014
Wachovia Bank October 2009 - October 2010
Wachovia, A Wells Fargo Company October 2006 - October 2009
Skills
Credit, Commercial Banking, Banking, Commercial Lending, Loans, Underwriting, Credit Analysis, Financial Analysis, Portfolio Management, Small Business Lending, Risk Management, Financial Modeling, Investment Banking, Leadership, Relationship Management, Sales, Business Development
Education
Queens University of Charlotte 2006 — 2008
MBA, Business
Virginia Polytechnic Institute and State University - Pamplin College of Business 1995 — 1999
Bachelor of Science (BS), Finance
Time Warner Cable October 2009 - Present
T Gilbert Consulting January 2008 - Present
FreddieMac January 2008 - December 2008
Wachovia Bank June 2000 - January 2008
Wachovia Corporation 2000 - 2008
Skills
Compensation, Salary, Incentives, Performance Management, Process Improvement, Change Management, Incentive Programs, Alignment, Executive Compensation, Organizational..., Executive Management, Strategy Development, Policy, Organizational..., Acquisition Integration, Mergers, Compliance, Labor Relations, Benchmarking, Team Building, Budgeting, Metrics, Vendor Management, Budgets, Deferred Compensation, Employee Benefits, Management, Program Management, Strategy, Executive Pay, Mergers & Acquisitions, Coaching
Education
Rochester Institute of Technology 1967 — 1969
Bachelor's degree, Business Administration and Management, General
SUNY Canton 1965 — 1967
aas, business
LPL Financial 2012 - Present
Duncan-Williams, Inc. March 2012 - November 2012
LPL Financial March 2010 - March 2012
Evergreen Investments March 2008 - December 2009
Wachovia Bank August 2002 - October 2007
Education
Queens University of Charlotte 1999 — 2002
MBA, Business
University of Missouri-Columbia 1989 — 1994
M&T Bank July 2006 - Present
Wachovia Bank September 2002 - July 2006
Skills
Proven leadership,..., Strong analytical and..., Proven ability to..., Banking, Business Development, Loans, Management
Education
Robert Morris University 1985 — 1989
Wachovia Bank August 2007 - Present
Education
Radford University 1999 — 2003
Wachovia January 2008 - Present
Wells Fargo June 1998 - Present
Wells Fargo March 1998 - Present
Wachovia, A Wells Fargo Company 1976 - Present
CoreStates Financial, First Union 1976 - Present
Wachovia Bank June 1986 - September 2009
CoreStates Financial Corporation June 1976 - September 2009
CoreStates 1986 - 1998
Skills
Networking, Analysis, Business Analysis, Business Requirements, Integration, Management
Education
Rider University 1970 — 1974
BA, Sociology
American Product Distributors, Inc. Sr. Procurement AnalystAlly Financial Inc.2010 - 2011
Wells Fargo 2009 - 2010
American Product Distributors, Inc. October 2004 - August 2007
Wachovia Bank October 2001 - August 2002
Education
Rochester Institute of Technology 1984 — 1988
PNC Wealth Management October 2014 - Present
Merrill Lynch Trust Company June 2010 - October 2014
Everest Trust Company August 2009 - August 2010
Wachovia Bank August 1999 - December 2007
Wachovia Bank June 1993 - August 1999
Skills
Portfolio Management, Risk Management, Investments, Wealth Management, Investment Advisory, Mergers & Acquisitions, Financial Services, Investment Management, Management, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Investment Strategies, Securities
Education
Rider University 1988 — 1990
MBA
Rider University 1981 — 1985
BS in Commerce, Marketing
Cleveland Diabetes Care Inc. 2014 - Present
Hope Haven Inc. January 2008 - Present
Cleveland Heart International, LLC February 2008 - Present
Midtown Consulting Group February 2014 - September 2015
Bank of America October 2011 - February 2014
Youth Dance Foundation 2009 - 2014
Bank of America March 2008 - October 2011
Wachovia Bank February 2001 - March 2008
NCIT 2003 - 2004
Skills
Strategic Planning, Fundraising, Staff Development, Securities, Change Management, Business Analysis, Process Improvement, PowerPoint, Leadership, Vendor Management, Microsoft Office, Program Management, Project Management, Management Consulting, Business Strategy, Leadership Development, SharePoint, Team Leadership, Visio, Banking, Financial Analysis, Risk Management, Management, Finance, Strategy, Data Analysis, Financial Services, Financial Modeling, Forecasting, Financial Risk, SDLC, Financial Reporting, Investment Banking, Investment Management, Access, Regulatory Reporting, Derivatives, OTC Derivatives, Traded Products, SQL, Oracle, Microsoft SQL Server, OLAP Cubes, Analysis, Corporate Finance, Sarbanes-Oxley Act, Accounting
Education
Queens University of Charlotte 2006 — 2007
MBA, Business Administration, Management and Operations
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
Management Information Systems, Business Administration and Management, General
Wells Fargo Bank September 2011 - Present
Wachovia, A Wells Fargo Company May 2010 - September 2011
Wachovia Bank October 2007 - May 2010
Synechron October 2006 - October 2007
Sterling National Mortgage April 1996 - October 2006
Skills
Mortgage Banking, Portfolio Management, Credit, Loans, Underwriting, Mortgage Lending, Finance
Education
Quinnipiac University 1988 — 1992
BS, Marketing
Federal Reserve Bank of Richmond August 1998 - Present
Wachovia Bank June 1997 - August 1998
Jefferson National Bank June 1996 - June 1997
Skills
Financial Analysis, Banking, Change Management, Loans, Leadership, Strategic Planning, Finance, Risk Management, Microsoft Excel, Commercial Lending, Small Business Lending, Credit Analysis, Consumer Lending, Commercial Banking, Credit Risk, Mortgage Lending, Financial Risk, Loan Origination, Retail Banking, Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Credit, Mortgage Banking, Analysis, Business Analysis
Education
Virginia Commonwealth University - School of Business 2002 — 2004
MBA
Randolph-Macon College 1992 — 1996
B.S., Economics/Business
City of Winston-Salem, NC June 2011 - Present
MVP Healthcare August 2009 - May 2011
Bank of America/Teksystems 2008 - 2009
Wachovia Bank 2000 - 2008
Atlantic Mutual Insurance Company 1987 - 1999
Skills
Disaster Recovery, Process Improvement, Data Center, Visio, ITIL, Business Analysis, Program Management, IT Management, Leadership
Education
Roanoke College 1977 — 1979
Bachelors, Business Administration
Wells Fargo January 2011 - Present
Wachovia, A Wells Fargo Company February 2009 - December 2011
Wachovia December 2007 - January 2009
Wachovia Bank January 2005 - December 2007
Bank of America January 1983 - October 2003
Skills
Risk Management, Strategic Planning, Banking, Portfolio Management, Product Management, Financial Risk, Six Sigma, Product Development, Business Process..., Operational Risk, Financial Services, Contract Negotiation, Mergers & Acquisitions, Business Analysis, Finance, Cross-functional Team..., Leadership, P&L Management, Management, Credit Risk, Vendor Management, Product Marketing, Operational Risk..., Strategy, Credit, Business Strategy, Process Improvement, Mortgage Lending, Relationship Management, Loans, Operations Management, Business Development, Payments, Program Management, Retail Banking, Commercial Lending, Commercial Banking, Mortgage Banking, Enterprise Software, Executive Management
Education
Queens University of Charlotte 1993 — 1999
EMBA/BS, Business
Memorial
Wachovia Corporation 2001 - Present
Wachovia Bank February 2000 - Present
Wells Fargo 2000 - 2009
Education
Purdue University 1981 — 1985
Gloucester County College September 2009 - Present
Wachovia Bank April 1992 - September 2006
Education
Thomas Edison State College 2009 — 2011
Bachelor, Management
Rowan College at Gloucester County 2007 — 2008
AAS, Accounting and Marketing & Management
Cisco System June 2009 - Present
Wachovia Bank April 2007 - June 2009
IBM June 2000 - April 2007
Skills
PMO, IT Strategy, Vendor Management, Software Project..., Data Center, Integration, Pre-sales, Cloud Computing, Program Management, Project Portfolio..., PMP, Project Delivery, SDLC, Project Management
Education
Purdue University - Krannert School of Management 1996 — 2000
BS
Capital One December 2010 - Present
Chase Bank May 2006 - December 2010
The Bank of New York June 2006 - March 2007
Hudson United Bank 2002 - 2006
Wachovia Bank June 2000 - November 2002
Skills
Banking, Mortgage Lending, Recruiting, Coaching, Business Analysis, Management, Customer Service, Small Business Lending, Microsoft Office, Process Improvement, Sales, Branch Management, Small Business, Commercial Banking, Retail, Loans, Retail Banking, Consumer Lending, Commercial Lending, Risk Management
Education
Ramapo College of New Jersey 1996 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Rockland Community College 1992 — 1995
AS, Business
St. Margarette's School
British Telecom January 2015 - Present
Wells Fargo April 2011 - January 2015
Wachovia December 1997 - January 2015
Wells Fargo Bank December 1997 - January 2015
Wells Fargo December 1997 - January 2015
Wachovia, A Wells Fargo Company 1997 - January 2015
Wachovia Bank 1997 - 2008
US Air Force July 1987 - July 1991
Skills
Cisco Technologies, Network Engineering, Routing, Network Design, VoIP, TCP/IP, Networking, BGP, OSPF, Cisco IOS, Data Center, LAN-WAN, Routers, Troubleshooting, Subnetting, Switches, MPLS, IP, System Deployment, Ethernet, Telecommunications, Integration, QoS, Network Architecture, CME, WAN, Visio, Cisco Call Manager, Frame Relay, HSRP, Firewalls, CCNP, CCNA, Network Administration, ITIL, System Administration, EIGRP, Telephony, Unified Communications, Avaya, Access Lists, Cisco, ACL, LAN/WAN, Sonus Networks, Alcatel Lucent IMS, Broadsoft, Oracle SBC, VMware
Education
Radford University 1994 — 1996
B.S, Criminal Justice
Sonus Networks Westford Ma
Fifth Third Bank March 2013 - Present
Citi 2011 - 2013
HSBC April 2005 - July 2011
Wachovia Bank June 1991 - April 2005
Skills
Financial Analysis, Due Diligence, Customer Relations, Derivatives, Negotiation, Global Cash...
Education
Villanova University 1994 — 2001
MBA, Finance
First Union 1994 — 1995
Credit Training Program
Rowan University 1987 — 1991
BS, Accounting
Community & Southern Bank March 2014 - Present
Bank of America December 2006 - March 2014
Risk Management Associaiton 2009 - 2010
ALPFA Atlanta 2008 - 2010
EverBank August 2005 - November 2006
SunTrust Bank January 2005 - August 2005
SouthTrust Bank February 2004 - January 2005
Wachovia Bank October 2002 - February 2004
AutoNation, Inc. April 2000 - November 2001
Skills
Accounting, Debt, Loans, Financial Analysis, Portfolio Management, Banking, Credit, Financial Modeling, Credit Analysis, Cash Management, Commercial Lending
Education
University of Connecticut 2007 — 2009
Masters of Science, Accounting
Rollins College 1997 — 1998
MBA, Finance and Operations Management (Dual concentration)
University of Florida - Warrington College Of Business 1991 — 1995
Bachelor of Business Administration (B.B.A.), Business
Wachovia Bank May 2007 - Present
Education
Robert Morris University - Illinois 2004 — 2006
Wachovia Mortgage FSB Retail Sales SupervisorWells Fargo Home MortgageMarch 2009 - Present
Wells Fargo 2009 - Present
Wachovia 2006 - 2009
Wachovia Bank 2006 - 2009
Chase Home Finance May 2004 - March 2006
Bankers Financial Mortgage Group August 2002 - May 2004
Education
Richland Community College 1993 — 1995
Real Estate
University of North Texas 1981 — 1983
Psychology
Bank of America February 2010 - Present
Bank of America Investments August 2009 - February 2010
Bank of America December 2008 - July 2009
Bank of America January 2008 - December 2008
Wachovia Bank January 2006 - December 2007
Wachovia, A Wells Fargo Company 2006 - 2007
Wachovia, A Wells Fargo Company 2006 - 2007
Wachovia/Wells Fargo 1994 - 2007
Wachovia January 2001 - January 2006
First Union 2001 - 2005
Skills
Banking, Project Management, Management, Integration, Software Documentation, Project Planning, Project Portfolio..., Change Management, Strategic Planning, Budgets, Cross-functional Team..., Financial Analysis, Access, Governance, Mergers & Acquisitions, Sales, Six Sigma, Business Requirements, E-commerce, Vendor Management, Credit, Risk Management, Program Management, Process Improvement, Business Intelligence, Leadership, Analysis
Education
Radford University 1992 — 1994
MBA, Management
Radford University - College of Business and Economics 1988 — 1992
BBA, Accounting
Wells Fargo 2007 - Present
Wachovia Bank 2003 - 2007
Skills
Treasury Services, Treasury Management, Commercial Banking, Banking, Cash Management, ACH, Portfolio Management, Payments, Electronic Payments, Relationship Management, Deposits, Merchant Services, Cross Selling, Risk Management, Financial Analysis, Financial Services, Small Business Lending
Education
Radford University 1994 — 1999
B.S., Education
Amherst County High School 1991 — 1994
First Niagara Bank May 2011 - Present
Cheshire Historical Society April 2006 - January 2013
Community Foundation of Greater New Haven Women & Girls Fund January 2005 - December 2012
Cheshire Land Trust January 2009 - February 2012
Webster Bank March 2007 - September 2008
Wachovia Bank February 1982 - February 2007
Skills
Retail Banking, Banking, Strategic Planning, Team Building, Public Speaking, Leadership, Non-profits, Loans, Credit, Commercial Banking, Credit Analysis, Mortgage Lending, Nonprofits, Coaching, Strategy, Financial Analysis
Education
Quinnipiac University - School of Business 1982 — 1987
Finance / Economics
Quinnipiac University - School of Business
Scituate High School
Hagemeyer North America 2003 - Present
Phillips Medical Systems (Under Adecco contract) 2002 - 2003
Wachova Bank 1998 - 2001
Wachovia Bank 1998 - 1998
MCI Communications Corporation 1993 - 1998
Premiere Communications 1992 - 1993
Skills
Process Improvement, Team Building, Customer Service, Access, Microsoft Office, Accounting, Microsoft Excel, PowerPoint, Dreamweaver, Web Application Testing, User Documentation, Technical Documentation, Data Analysis, Statistical Reporting, Ad Hoc Reporting, Usability Testing, System Testing
Education
Reinhardt University 2007 — 2009
Bachelor of Arts in Organizational Leadership, Business
University of Phoenix 2002 — 2003
Business Administration
Trident Technical College
Accounting/Computer Programming
Wells Fargo May 2009 - Present
Wells Fargo January 2011 - October 2012
Wachovia Bank August 2004 - November 2010
Wachovia Bank 2003 - August 2004
Wachovia Bank 1998 - 2003
Education
Radford University 1991 — 1993
BBA, Marketing
PNC Bank May 2012 - Present
TowneBank July 2005 - 2012
TowneBank 2005 - 2012
Wachovia Bank 2001 - 2005
Wachovia Bank 2001 - 2005
Wachovia Bank 2001 - 2005
Wachovia Bank 2001 - 2005
Wachovia Bank 2001 - 2005
Wachovia Bank 2001 - 2005
Wachovia Bank 2001 - 2005
Skills
Commercial Lending, Small Business Lending, Loans, Banking, Credit Analysis, Commercial Banking, Asset Based Lending, Treasury Management, Credit Risk
Education
Radford University 1987 — 1991
BA, History
First Colonial High School 1985 — 1987
High School/Secondary Diplomas and Certificates
First Colonial High School
First Colonial High School
First Colonial High School
Wachovia Bank Project ManagerOtis Elevator CompanyDecember 1999 - November 2005
Education
Queens University of Charlotte 2005 — 2009
Business/Human and Community services
Wells Fargo February 2006 - Present
Wachovia Bank March 1999 - February 2006
Duke Energy November 1989 - March 1999
Skills
Unix, SWIFT payments, Solaris, Disaster Recovery, AIX, Autosys, WebSphere MQ, Servers, Shell Scripting
Education
University of North Carolina at Charlotte 1988 — 1990
BSME, Mechanical Engineering
Purdue University
Mechanical Engineering
BayernLB January 2001 - Present
Wachovia Bank June 1993 - January 2001
Skills
Credit Analysis, Credit Risk, Commercial Lending, Banking, Financial Analysis, Corporate Finance, Financial Risk
Education
First Union National Bank Commercial Banking School
Pimley and Pimley Credit Risk Management and Corporate Finance Training
Rowan University
B.A., Communications
PNC Wealth Management August 2012 - Present
Bank of America - U.S. Trust August 2007 - August 2012
Wachovia Wealth Management October 1999 - August 2007
Wachovia Bank September 1991 - September 1999
Education
Rider University 1994 — 1995
MBA, Finance
University of Delaware 1987 — 1991
BS, Finance
Wells Fargo June 2009 - Present
Wachovia, A Wells Fargo Company August 2007 - June 2009
Wachovia Securities, LLC April 2005 - November 2006
Wachovia Bank April 2004 - March 2005
Wachovia July 2002 - March 2004
Minnesota Timberwolves 1995 - 1997
Skills
Securities, Start-ups, Financial Services, Wealth Management, Time Management, Budgets, AML, Integration, Project Management, Microsoft Excel, Microsoft Office, Loans, Credit
Education
Robert Morris University - Illinois 1998 — 2002
BA, Management
Gary Goldberg Financial Services August 2010 - Present
Wells Fargo Advisors, LLC November 2007 - August 2010
Wachovia Bank June 2005 - October 2007
Volvo Finance North America 1983 - 2004
Skills
Financial Services, Series 7, Relationship Management, Series 63, Financial Analysis, Finance, Mortgage Lending, Wealth Management, Strategic Financial..., Mutual Funds, Investments
Education
Clarkstown North High School
Ramapo College of New Jersey
BS, Business Administration/Marketing
PNC Bank (PNC Financial Services Group) October 2014 - Present
BB&T March 2011 - September 2014
Wachovia Bank November 1999 - March 2011
Wells Fargo November 1999 - March 2011
Skills
Commercial Banking, Commercial Lending, Small Business Lending, EDA - Economic..., SBA Financing, Construction..., Cash Management, Asset Based Lending, Credit Analysis, Cash Flow Forecasting
Education
Radford University 1989 — 1993
BS, Marketing
Western Branch High School 1985 — 1989
Wells Fargo February 2002 - Present
Wachovia Securities 2002 - Present
Wachovia Bank 2002 - Present
Bank of America June 1994 - February 2002
The Hearst Corporation June 1992 - May 1994
JPMorgan May 1989 - November 1990
Sea-Land Corporation October 1979 - April 1989
McGladrey & Pullen, CPAs June 1977 - September 1979
Education
Queens University of Charlotte 1994 — 1996
MBA, Master of Business Administration - Finance
Wake Forest University 1973 — 1977
BS, Accounting
Bank of America 2010 - Present
Celenka Incorporated 1996 - Present
Bank of America October 2009 - October 2012
Merrill Lynch June 2006 - August 2008
Bank of America July 2002 - August 2008
Synovus April 2001 - December 2004
Wachovia Bank March 1992 - December 2002
American Management Systems (AMS) May 1997 - December 1999
Toronto Dominion Bank March 1984 - April 1992
Skills
Financial Analysis, Business Process, SQL, Business Strategy, Process Improvement, Risk Management, Product Management, Project Management, Data Analysis, Budgets, Consulting, Management, Analysis, Loans, Business Analysis, Portfolio Management, SDLC, Finance, Financial Services, Banking, Vendor Management, IT Strategy, Business Process..., Analytics
Education
Queen's University 1979 — 1983
Bachelor of Commerce, Finance
Wells Fargo April 2013 - Present
National Philanthropic Trust April 2010 - June 2012
Wachovia Bank June 1991 - July 2002
Education
Rosemont College 1986 — 1990
B.S., Dual Major: Business Administration and French
GRM Document Management July 2014 - Present
Campaigns & Elections magazine July 2013 - June 2014
IHS Jane's November 2012 - June 2013
CQ Roll Call January 2007 - August 2012
Wachovia Bank 2002 - 2006
Skills
Salesforce.com, Account Management, Lead Generation, New Business Development, Strategic Planning, Politics, Business Development, Sales, Social Media, Marketing Strategy, Public Relations, Cold Calling, Strategic Communications, Government, Email Marketing, Public Policy, SaaS
Education
Radford University 1992 — 1996
BS, Chemistry
Osbourn Park
Wachovia Bank, a Wells Fargo Company 2002 - 2009
Wachovia Bank 2000 - 2001
First Union National Bank 1994 - 1999
HSBC Bank, USA 1988 - 1993
Marine Midland Bank 1984 - 1987
Education
Purdue University - Krannert School of Management
B.S., Industrial Management
University of Pennsylvania - The Wharton School
MBA, Finance
Wells Fargo Advisors September 2015 - Present
SunTrust Investment Services, Inc. August 2012 - September 2015
PNC Investments September 2010 - May 2011
SUN FINANCIAL SERVICES / INVEST FINANCIAL CORP February 2010 - September 2010
WACHOVIA BANK May 2006 - March 2010
Staples Business Advantage October 2004 - March 2006
Education
Rider University 1998 — 2002
Communications / Journalism
KCE Interiors LLC September 2009 - Present
Wachovia Bank April 2002 - May 2005
Skills
Vendor Management, Microsoft Office, Microsoft Excel, Budgets, Event Planning, PowerPoint, Renovation, Event Management
Education
Queens University of Charlotte 2005 — 2010
Bachelor of Arts (B.A.), Interior Design
University of North Carolina at Chapel Hill 1996 — 2000
B.A., Psychology, Industrial Relations
First Citizens Bank June 2008 - Present
Wachovia Bank 2000 - 2006
Deloitte & Touche 1998 - 2000
Skills
Wealth Management, High Net Worth..., Estate Planning, Strategic Financial..., Financial Planners, Personal Finance, Tactical Asset..., Retirement Planning, Wealth Management..., Asset Allocation, Investment Advisory, Retirement, Asset Management, Financial Services, Financial Planning
Education
Purdue University 1994 — 1998
BS, Financial Counseling and Planning
Summit School September 1996 - July 2011
Senior Services Inc. 1997 - 2008
Johnson West Associates 1991 - 1994
Junior League of Winston-Salem Inc. 1988 - 1989
Junior League of Winston-Salem Inc. 1988 - 1989
Wachovia Bank 1969 - 1971
Skills
Community Development, Program Management, Training, Coaching, Team Building, Fundraising, Community Outreach, Leadership, Public Relations
Education
Randolph College 1965 — 1969
B.A., English
Salem Academy 1962 — 1965
High School
PwC June 2015 - Present
PwC July 2011 - Present
PwC January 2009 - July 2011
West VIrginia University Foundation, Inc September 2007 - November 2008
Wachovia Bank March 2006 - December 2006
Huntington National Bank March 2005 - March 2006
Skills
High Net Worth..., Tax, Compliance, Accounting, Income Tax, Tax Preparation, Partnerships, Estate Tax Planning, Gift Tax, Trusted Advisor, Trusts, Private Foundations, CPA, Investments, Tax Accounting, Tax Advisory, Tax Research
Education
Robert Morris University 2010 — 2011
Masters, Taxation
West Virginia University 2007 — 2008
BSBA, Accounting
West Virginia University 2000 — 2005
Bachelors, Economics
Total Action Against Poverty (TAP) July 2013 - Present
Total Action Against Poverity November 2009 - Present
Wachovia Bank 2006 - 2009
Skills
Classroom
Education
Ashford University 2013 — 2015
Master Education, Early Childhood Education and Teaching
Radford University 1999 — 2002
BS, Human Development
Regions Bank 2006 - 2009
Wachovia Bank 1972 - 2006
Education
Queens University of Charlotte
BA, Business Administration
Wells Fargo formerly known as Wachovia June 2010 - Present
Wachovia Bank March 2008 - June 2010
Citi July 2006 - March 2008
Tampico Beverages August 2005 - March 2008
ServiceMaster April 2001 - August 2003
Skills
Loans, Credit, Mortgage Lending, Banking, Commercial Lending, Small Business Lending, Series 63, Credit Analysis, Consumer Lending, Loan Origination, Commercial Banking, Mortgage Banking, Financial Analysis, Portfolio Management, Series 7, Investments, Retail Banking, Wealth Management, Refinance, Retirement Planning, Strategic Financial..., Series 6, Term Life Insurance, Health Insurance, Investment Banking, Credit Cards, Variable Annuities, Mutual Funds
Education
Queens College 2002 — 2005
Bachelor's degree, Economics
Queensborough Community College 1999 — 2002
Associate's degree, Business, Management, Marketing, and Related Support Services
Standard Chartered Bank August 2014 - Present
GMAC December 2009 - March 2014
Ally Financial Inc. 2009 - March 2014
Wachovia Bank 1984 - 2009
Skills
AML, OFAC, Banking, Operational Risk..., Payments, Financial Risk, Risk Management, KYC, Loans, Credit, Enterprise Risk..., Retail Banking, Financial Services, Fraud, Operational Risk, Credit Risk, Treasury Management, Portfolio Management, Investment Banking, Commercial Banking, Credit Analysis, Financial Institutions, Capital Markets, Credit Cards, Internal Audit, Commercial Lending, Due Diligence, Securities, Internet Banking, Cash Management, Relationship Management, Business Requirements, Regulatory Affairs, FX Options, Leadership, Compliance, Metrics Reporting, Terrorist Financing, Risk Assessment, Consumer Lending, Basel II, Back Office, Issue Management, PowerPoint, Compliance Program..., Regulatory Examinations, Data Analysis, Federal Reserve, Policy, Bank Secrecy Act
Education
Rosemont College 1999 — 2001
Master of Business Administration (MBA), Accounting and International Business
Food Lion, LLC October 2011 - Present
Food Lion, a subsidary of Delhaize America October 2010 - September 2011
Food Lion, a subsidary of Delhaize America August 2008 - September 2010
Food Lion, a subsidary of Delhaize America September 2007 - August 2008
Wachovia Securities January 2007 - July 2007
Wachovia Bank March 2006 - December 2006
Skills
Merchandising, Consumer Products, Forecasting, Retail, Inventory Management, Pricing, Competitive Analysis, Marketing Strategy, Grocery, Trade Marketing, Microsoft Excel, Cross-functional Team...
Education
Rowan-Cabarrus Community College
Business & Math
Wells Fargo Bank 2006 - Present
Wachovia Bank 2005 - 2006
The Coca-Cola Company 1997 - 2005
BB&T 1995 - 1997
BB&T 1993 - 1995
Southern National Bank 1990 - 1992
Skills
Habitat for Humanity..., Habitat for Humanity...
Education
University of North Carolina at Chapel Hill 1985 — 1989
BA, Political Science, Economics
Queens University of Charlotte 1993 — 1995
MBA, Marketing, Finance
M&T Bank July 2009 - Present
Wachovia Bank January 2003 - July 2009
GE Capital April 2000 - January 2003
Bloomberg Financial Markets August 1994 - December 1998
Skills
Consultative Sales..., Cash Flow Analysis, Relationship Management, Client Development, Marketing Strategy, Credit
Education
Rider University 1991 — 1995
Bachelor of Science (B.S.), Accounting and Finance
Pioneer 1 Realty August 2009 - Present
Pioneer 1 Realty, Inc. January 2009 - Present
Wachovia Bank January 2007 - January 2010
The Ritz Carloton Hotel January 2006 - January 2008
Skills
Listing Homes, Short Sales, Real Estate, Buyer Representation, Market Analysis, competative market..., Foreclosures, First Time Home Buyers, Sellers, Investment Properties, REO, Single Family Homes, Relocation, New Home Sales, selling homes
Education
Richland College 2006 — 2008
Real Estate
Peapack-Gladstone Bank Private Banking since 1921 September 2015 - Present
Peapack-Gladstone Bank Private Banking since 1921 March 2015 - September 2015
Wells Fargo Bank October 2010 - March 2015
Wells Fargo Bank July 2008 - October 2010
Wachovia Bank October 2007 - July 2008
Wachovia Bank May 2006 - October 2007
Lakeland Bank August 2002 - May 2006
Skills
Banking, Training, Management, Customer Service, Sales, Customer Satisfaction, Finance, Retail, Sales Management, Coaching, Team Management, Commercial Banking, Relationship Management, Retail Banking, Loans, Small Business Lending
Education
Raritan Valley Community College
Santander Bank, N.A. July 2013 - Present
Santander Bank, N.A. February 2008 - June 2013
Wachovia Bank September 2006 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, HTML
Education
Rider University
Bachelor's degree, Marketing
United in Pink, Inc. 2007 - Present
Paxton Coaching Solutions 2003 - 2011
Wachovia Bank 1997 - 2002
Skills
Volunteer Management, Public Speaking, Fundraising, Non-profits, Nonprofits
Education
Randolph-Macon Woman's College 1991 — 1995
Bachelor of Arts (B.A.), Mathematics
M & T Bank June 2009 - Present
Wachovia Bank January 2003 - June 2009
Bloomberg Financial Markets June 1994 - June 1998
Skills
Banking, Credit, Loans, Commercial Banking, Portfolio Management, Risk Management, Credit Analysis, Commercial Lending, Credit Risk, Capital Markets, Financial Analysis, Retail Banking, Small Business Lending, Mortgage Lending
Education
Rider University 1991 — 1995
Bachelor of Science (BS), Accounting and Finance
Archbishop Wood 1985 — 1989
high school diploma
Wells Fargo March 2001 - Present
Wachovia Bank September 1995 - March 2001
Skills
Customer prospecting, Relationship Marketing, Workout, Credit Management, Loan Origination, Construction Loans, REIT, Syndications
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1990
Master of Business Administration (MBA), Real Estate
Rice University 1978 — 1982
Bachelor of Arts (BA), Economics
PPD April 2014 - Present
PPD July 2013 - April 2014
PPD March 2010 - July 2013
PPD September 2007 - March 2010
Wachovia Bank June 2005 - September 2007
Skills
Lawson Billing, Microsoft Excel, Account Reconciliation, Accounts Payable, Invoicing, Microsoft Office, Forecasting, Financial Reporting, Financial Analysis, Process Improvement, Accounts Receivable, Analysis, Access, SAP, Pharmaceutical Industry, General Ledger, Data Analysis, Budgets, Accounting
Education
Regent University 2012 — 2015
Bachelor of Science (BSc), Business Administration and Management, General
Regent University 2012 — 2015
Bachelor of Science (B.S.), Business with concentration in management