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 January 2012 - Present
Wells Fargo January 2010 - January 2012
Wachovia Bank February 2006 - January 2010
Skills
Administrative..., Appointment Scheduling, Customer Service, Expense Reports, Event Planning, Reimbursement, Banking, Retail Banking, Commercial Banking, Cash Management, Schedules, Cash Handling Experience, Cash Balance, Customer Satisfaction, Customer Acquisition, Customer Retention, HR Policies, Time & Attendance, Time Tracking, Hotel Booking, Car Rental, Microsoft Office, Supply Ordering
Education
University of Montevallo 2001 — 2003
Bachelor of Science (B.S.), Mass Communication/Media Studies
Snead State Community College 1998 — 2001
Smith Moore Leatherwood LLP September 1998 - Present
Womble Carlyle Sandridge & Rice LLP January 1994 - September 1997
United States Army Reserve May 1986 - May 1994
Wachovia Bank November 1993 - January 1994
Cullen & Dykman LLP Law Firm February 1993 - November 1993
Chemical Bank Corporation May 1991 - August 1992
Smith Helms Mulliss & Moore July 1988 - May 1991
Skills
Litigation, Civil Litigation, Courts, Legal Assistance, Trials, Litigation Support, Appeals, Mediation, Depositions, Product Liability, Medical Malpractice, Hearings, Document Review, Personal Injury
Education
Shaw University 2012 — 2016
Bachelor’s Degree, Public Administration, 3.56
Hardbarger Junior College
Legal Secretarial Science (AAS)
United States Army Reserve
Paralegal Specialist 71D (Non-commissined)
KPMG September 2013 - Present
ISGN March 2012 - September 2013
Accenture February 2011 - March 2012
KPMG January 2010 - February 2011
REO Asset Alliance 2009 - March 2010
Wachovia Bank August 2007 - May 2009
Fannie Mae 1997 - 2007
Fannie Mae 1990 - 1997
Fannie Mae 1987 - 1990
ARCS Mortgage Inc., Los Angeles, CA 1984 - 1987
Skills
Sales Management, Mortgage Lending, Underwriting, Management, Coaching, Project Management, Mortgage Banking, Loan Origination, Risk Management, Sales, Strategic Planning, Loans, Leadership, Residential Mortgages, Project Planning, Real Estate, Strategy, Credit, Account Management, Business Development, CRM, Portfolio Management, Team Building, Banking
Education
University of California, Santa Barbara 1981 — 1983
Santa Barbara City College
University of California, Los Angeles
University of Phoenix
First Citizens Bank May 2003 - Present
Wachovia Mortgage Co June 2001 - May 2003
Wachovia Bank January 1997 - October 2000
Skills
Outlook, Microsoft Word, PowerPoint, Access, Software Documentation, Visio, Financial Analysis, Lotus Notes, Finance, Risk Management, Analysis, Data Entry, Process Improvement, SharePoint, Insurance, Administrative..., Leadership
Education
Shaw University 1991 — 1995
Bachelor of Arts (BA), Mass Communication/Media Studies
Team Culinary June 2011 - Present
Culinary Producer - TC 13 June 2011 - Present
Mission Productions May 2014 - June 2014
Masterchef 5 December 2013 - April 2014
Culinary Producer- Top Chef 11 May 2013 - October 2013
Magical Elves, Inc. June 2011 - 2012
C.A.R.D Center for Autism and Related Disorders January 2009 - March 2011
Wachovia Bank October 2005 - December 2009
Armando Gallo October 2002 - June 2006
A & I Color Labs October 2000 - April 2004
Skills
Photoshop, Video Production, Final Cut Pro, Photography, Film, Mac, Microsoft Excel, Post Production, Event Planning, Commercials, Video Editing, Creative Writing, Producing, Social Media, Adobe Creative Suite, Microsoft Office, Entertainment, Social Media Marketing, Public Speaking, Editing, Television
Education
Santa Monica College 1998 — 2000
Photography
ACE Cash Express September 2015 - Present
Kohl's Department Stores March 2015 - August 2015
Cash America March 2013 - August 2014
Cash America July 2007 - March 2013
Cash America January 2011 - March 2012
Cash America May 2009 - January 2011
Cash America July 2007 - May 2009
Wachovia Bank February 2006 - July 2007
Huitt-Zollars, Inc. July 2001 - February 2006
Skills
Deferred Compensation, Background Checks, Onboarding, Employee Relations, Applicant Tracking..., Talent Acquisition, HRIS, Recruiting, Human Resources, Succession Planning, Performance Management, Talent Management, Workers Compensation, Policy, PeopleSoft, Personnel Management, Payroll, Training, Screening, Data Entry, HR Policies, New Hire Orientations
Education
Southwestern Christian University 1998 — 2000
Associate of Arts (A.A.)
Digital Insight May 2011 - Present
Seminole County Public Schools October 2010 - May 2011
FIS Banking Solutions May 2006 - November 2009
Metavante Banking Solutions June 2004 - May 2006
Wachovia Bank May 2002 - June 2004
Skills
Banking, Sales, Negotiation, Contract Negotiation, Social Skills, Project Management, Account Management, Loans, Management, Analysis, Credit, Customer Retention, Microsoft Technologies, Business Analysis, Business Strategy, CRM, Business Development, Competitive Analysis, Customer Satisfaction, Customer Service, Electronic Payments, Executive Management, Finance, Internet Banking, Leadership, New Business Development, Portfolio Management, Product Management, Relationship Management, Risk Management, SaaS, Sales Management, Sales Process, Salesforce.com, Security, Selling, Solution Selling, Start-ups, Strategic Partnerships, Strategic Planning, Strategy, Vendor Management
Education
University of Central Florida 2000 — 2002
Bachelor, Business Administration
Seminole Community College
Associate of Science, Accounting and Finance
Ameris Bank July 2014 - Present
The Coastal Bank January 2012 - July 2014
The Coastal Bank April 2007 - January 2012
Wachovia Bank September 2005 - April 2007
Wachovia Bank July 2003 - September 2005
Wachovia Bank April 2001 - July 2003
Skills
Retail Banking, Customer Service, Sales, Performance Management, Coaching, Cross Selling, Branch Banking, Branch Management, Banking, Budgets, Loans, Commercial Lending, Finance, Business Development, Training
Education
South University 2001 — 2005
Business Administration
Accenture April 2010 - Present
Accenture Services April 2010 - July 2011
Pearson Education October 2009 - April 2010
Wachovia Bank January 2008 - March 2010
World Savings 2004 - 2006
Citibank 1993 - 1997
Skills
Process Improvement, Business Analysis, Project Management, SDLC, Leadership, Vendor Management, Quality Assurance, Program Management, Change Management, Requirements Gathering, SharePoint, Team Building, Visio, Strategic Planning, Analysis, Testing, Banking, Software Documentation, Business Strategy, Requirements Analysis, Integration, CRM, Business Intelligence, Business Process..., Management, Business Process, Business Requirements, Risk Management, Software Project..., Access
Education
San Francisco State University 1991 — 1993
English Lit, Liberal Arts
Independent Consultant January 2013 - Present
Presidential Life Insurance Company July 2007 - December 2012
JPMorgan Chase Bank May 2005 - July 2007
Wachovia Bank September 2004 - May 2005
Skills
Fixed Annuities, Insurance, Disability Insurance, Retirement Planning, Sales, Investments, Long-term Care, Public Speaking, Life Insurance, Banking, IRAs, Sales Management, Whole Life, Leadership, Variable Annuities, Trained in Consumer..., Trainer & Coach for..., Life & Accident..., Marketing, Universal Life, 401k, Retirement, Financial Advisory, Series 7, Sales Manager/Mentor to..., Mentoring, Term Life Insurance, Cold call prospecting &..., Microsoft Office, Word,..., Customer Service Expert, Suitablity Compliance..., NY Reg 60 Compliance..., Writing & Editing, Listening & Retention, Debt Reduction Expert, Wealth Accumulation, Customer Service
Education
Seton Hall University 1981 — 1985
Bachelor of Science Degree, Political Science and International Studies
Life Underwriting Training Council - Bethesda, MD 1992 — 1993
Fellowship Certificate, Life Insurance & Retirement Planning Concepts for Consumers and Business Owners
Capital University School of Law 1986 — 1987
Allegiance Bank Texas - Clear Lake November 2014 - Present
HomeTown Bank of Friendswood Bay Area January 2009 - November 2014
Wachovia Bank 2006 - 2009
Texas A&M University Men's Basketball 2004 - 2006
Skills
Commercial Lending, Real Estate Lending, Small Business Lending, C&I Lending, Mortgage Lending, Commercial Banking, Retail Banking, Commercial Real Estate, Credit Risk, Credit Analysis, Finance, Financial Analysis
Education
Southwestern University 1997 — 2001
Bachelor's Degree, Business Administration and Finance
Friendswood High School 1994 — 1997
High School
The Coca-Cola Company August 2009 - Present
Recall January 2005 - December 2008
Interland, Inc. June 2000 - January 2005
Wachovia Bank May 1991 - June 2000
Skills
Operations Management, Call Center, Training, Business Process..., Strategic Planning, Project Planning, Project Management, Process Improvement, Call Centers, Strategy, Management, Business Analysis, Customer Service, Cross-functional Team..., Budgets, Account Management, Team Leadership, Document Management, Business Development, CRM, Contract Negotiation, Employee Training, Information Management, Leadership, New Business Development, Sales Management, Supply Chain Management, Team Building
Education
Spelman College 1992 — 1996
BA, Political Science
Community Bank of the South December 2003 - Present
Douglas County Finance Department July 2000 - December 2003
Wachovia Bank January 1995 - July 2000
Skills
Commercial Lending, Banking, Credit Analysis, Small Business Lending, Credit, Commercial Banking, Loans, Commercial Mortgages, Credit Risk, Portfolio Management, Mortgage Lending, Branch Banking, Lines Of Credit, Loan Origination, Finance, Consumer Lending, Deposits, Real Estate, Investments
Education
Shorter College 1994 — 1999
Bachelor of Science, Management
iCare.com February 2014 - Present
South Florida Sun Sentinel March 2013 - February 2014
Florida Department of Children and Families February 2012 - July 2012
DSS Inc March 2011 - August 2011
DSS, Inc March 2007 - March 2011
DSS, Inc June 2002 - May 2007
DSS, Inc. April 2001 - June 2002
Cyber, Inc. November 1999 - April 2001
Wachovia Bank April 1996 - November 1999
Wachovia Bank October 1992 - April 1996
Skills
Strategic Communications, Listening Skills, Team Management, Conflict Resolution, Program Management
Education
Southern New Hampshire University 2008 — 2011
BA, Psychology/Forensic Psychology
TruAcuity February 2012 - Present
AXA Advisors February 2011 - February 2012
Wells Fargo Advisors January 2010 - February 2011
Wells Fargo Private Bank March 2008 - January 2010
Wachovia Bank November 2002 - September 2008
First Union/Wachovia March 1997 - November 2002
Skills
Business Development, Management, Finance, Financial Analysis, Leadership, Portfolio Management, Business Strategy, Strategic Financial..., Investments, Strategy, Strategic Planning, Contract Negotiation, Financial Planning, Team Building, Start-ups, CRM
Education
Shippensburg University of Pennsylvania
Bachelor of Arts (BA), History & Literary English
BMO Harris Bank May 2009 - Present
Wachovia Bank January 2006 - May 2009
Skills
Banking, Retail Banking, Commercial Banking, Loans, Consumer Lending, Cross Selling, Deposits, Lines Of Credit, Mortgage Lending, Commercial Lending, Customer Service, Customer Experience, Customer Satisfaction, Cash Management, Credit Cards
Education
Seminole Community College 2012 — 2015
Valencia Community College 2007 — 2010
Associate of Science (A.S.), Medical Office Administration
Wells Fargo April 2015 - Present
Bank of America September 2011 - April 2015
Wells Fargo January 2010 - September 2011
Signature Consultants June 2009 - December 2009
CMS September 2008 - 2009
Wachovia Bank September 2005 - September 2008
Wachovia Bank 2005 - 2008
Florida Farm Bureau Insurance Company 2001 - 2005
Tower Hill Insurance Group 1999 - 2001
Skills
Analytics, Data Analysis, SQL, Credit, SAS, Banking, Analysis, Data Mining, Strategy, Segmentation, Mortgage Lending, Database Marketing, Predictive Analytics, Public Speaking
Education
University of Florida 1997 — 1999
Masters, Political Science
Seton Hall University 1992 — 1995
BS, Finance
Wells Fargo/Apex Systems 2014 - Present
TIAA-CREF /Diversant, LLC 2012 - 2013
Bank of America 2006 - 2011
Bank of America /TekSystems 2004 - 2006
Wachovia Bank 2001 - 2004
First Union National Bank 1996 - 2001
Skills
Business Process..., Business Process Design, Information Security..., Project Management, Access Control, Technical Documentation, Strategic Communications, Standards Compliance, Standards Development, Operations Management, Data Analysis, Risk Management, Six Sigma, Management, Business Continuity
Education
Southern Illinois University, Carbondale
Bachelor of Arts (B.A.)
Done Right Markting Inc. March 2011 - Present
Numb3rs1 LLC November 2010 - Present
JPMorgan Chase March 2010 - October 2010
MetroPCS April 2008 - February 2010
Consumer Markets October 2003 - September 2006
Wachovia Bank July 1998 - September 2003
Skills
Telecommunications, Negotiation, Team Building, Selling, Analysis
Education
Savannah State University 1993 — 1999
Associate Degree High School Diploma, ACCOUNTING general Studies
Savannah State University 1993 — 1998
Accounting
Jean Ribault High School 1990 — 1993
Pinnacle Financial Strategies Branch ManagerJP Morgan ChaseOctober 2008 - October 2010
Robert Half International February 2008 - October 2008
Wachovia Bank October 2005 - December 2007
Enterprise Rent-A-Car July 1997 - May 2005
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1992 — 1997
BS, Accounting
Gulfport High School
BBVA Compass April 2012 - January 2015
Wells Fargo Bank April 2010 - April 2012
Wells Fargo Bank September 2009 - March 2010
Wachovia Bank February 2007 - September 2009
World Savings 2000 - 2007
Skills
Customer Service, Employee Relations, Retail, Banking, Business Networking, Change Management, Investments, Training & Development, Coaching, Team Building, Sales Management, Retention, Sourcing, Problem Solving, Mentoring, Recruitment/Retention, Cross-group..., Community Outreach, Multi Site Management, Facilitation, Management, Employee Training, Customer Retention, Small Business Lending, Team Leadership, Business Development, Sales Operations, Talent Management, Leadership Development, Sales, Team Management, Loans, Executive Management, Mortgage Lending, Finance, Consumer Lending, Relationship Management, Credit, Cross Selling, Retail Banking, Lines Of Credit, Commercial Banking, Loan Origination, Leadership
Education
South Dakota School of Mines and Technology 1982 — 1985
Cardinal Gates, Inc. October 2005 - Present
SciTex June 2009 - Present
Uncle Maddio's Pizza Joint May 2012 - Present
Wachovia Bank May 2000 - September 2005
SunTrust Bank April 1996 - May 1998
Skills
Finance, Sales, Business Integration, Mergers, Financial Analysis, Strategic Planning, Investment Banking, Portfolio Management, Corporate Finance, Product Development, Business Strategy, Mergers & Acquisitions, Sales Operations, Fixed Income, Marketing
Education
Wake Forest University - Babcock Graduate School of Management 1998 — 2000
MBA, Finance
Sewanee-The University of the South 1990 — 1994
B.A., History (Honors)
T-Mobile USA, Inc March 2011 - Present
T-Mobile USA, Inc November 2005 - March 2011
North Philadelphia Health System May 2003 - April 2004
Wachovia Bank February 2001 - July 2002
CIGNA July 1996 - August 1999
Skills
Employee Relations, Performance Management, Employee Benefits, Onboarding, Succession Planning, HRIS, Deferred Compensation, Recruiting, Talent Acquisition, Talent Management, Workforce Planning, Human Resources, Applicant Tracking..., Benefits Administration, New Hire Orientations, Employee Engagement, HR Policies, FMLA, Interviews, College Recruiting, Coaching, Hiring, Management
Education
Seton Hill University 1991 — 2000
BS, Management/Human Resources
United Community Bank January 2015 - Present
Certus Bank April 2014 - December 2014
Fifth Third Bank December 2010 - April 2014
Wells Fargo March 2009 - December 2010
Wachovia Mortgage Corp. July 2005 - March 2009
Wachovia Bank December 1997 - July 2005
Merrill Lynch 1995 - 1997
Skills
Mortgage Underwriting, Mortgage Lending, Loans, Loan Origination, Mortgage Banking, Refinance, Consumer Lending, Investment Properties, Credit, Financial Advisory, Real Estate, Investments, Finance, Residential Mortgages, FHA, Private Banking
Education
Skidmore College 1988 — 1992
South Kent School 1985 — 1988
Bank of America July 2015 - Present
Bank of America August 2014 - Present
Tyco Federal Credit Union March 2009 - May 2013
Wachovia Bank September 2006 - December 2009
Silver State Schools Credit Union August 2003 - July 2006
Alaska USA Federal Credit Union January 2000 - July 2003
Skills
Consumer Lending, Loans, Retail Banking, Customer Service, Team Building, Call Centers, Branch Management, Cross Selling, Internet Banking, Credit, Banking, Credit Unions, Sales
Education
Pioneer Central High
Solano Community College
University of Alaska Anchorage
McGraw-Hill Federal Credit Union July 2012 - Present
United Teletech Financial Federal Credit Union December 2009 - July 2012
Wachovia Bank March 2005 - December 2009
Accredited Home Lenders May 2004 - March 2005
Centex Home Equity 2001 - 2004
Gilman Commercial Realty 1998 - 2000
Skills
Credit, Loans, Small Business, Quickbooks, Mortgage, Banking, Investments, Real Estate, Real Estate Transactions, Real Estate Financing, Home Equity Loans, Home Equity Lines of..., Consumer Lending, Risk Management, Forecasting, Mortgage Lending, Loan Origination, QuickBooks, Commercial Lending, Investment Properties, Underwriting, Financial Analysis, Residential Mortgages, Portfolio Management, Leadership, Mortgage Banking, Finance, Refinance, Small Business Lending, Financial Services, Sales, Credit Unions, Credit Analysis, Retail Banking, Lines Of Credit, Loss Mitigation, Customer Service, Series 63, Loan Servicing, Cash Management, Deposits, Strategic Financial..., Branch Management, Relationship Management, Series 6, Wealth Management, Real Estate Economics, Insurance, Credit Risk, Mutual Funds
Education
Shepherd University 1996 — 1998
Associate of Arts (AA), Business/Corporate Communications
Destined To Create Peace Services April 2007 - Present
T-Mobile April 2011 - April 2013
YMCA September 2010 - April 2011
Wachovia Direct Acess January 2009 - November 2010
Wachovia Bank January 2009 - November 2010
Minority Health Consortium February 2007 - May 2009
Fed Ex Office April 2007 - February 2009
Minority Health Consortium February 2008 - February 2008
Subway May 2005 - February 2007
Skills
Public Speaking, Customer Service, Community Outreach, Leadership, Sales, Small Business, Coaching, Social Media Marketing, Nonprofits, Strategic Planning, Management, Facebook, Social Networking, Training, Entrepreneurship, Policy, Marketing, Public Relations, Program Management, Leadership Development, Time Management, Teamwork, Fundraising, Team Building, Volunteer Management, Event Planning, Data Entry
Education
University of Phoenix 2008 — 2011
bachelors, human services
Virginia Commonwealth University 2004 — 2008
Biology
South University
Still Attending B.A, Psychology
Wells Fargo Bank August 2009 - Present
Wachovia Bank November 2007 - August 2009
Bank of America January 2007 - November 2007
Bank of America June 1996 - November 2007
Metro Networks March 1992 - June 1996
Skills
Commercial Banking, Portfolio Management, Sales Management, Business Development, Real Estate Lending, Commercial Lending, Credit, Loans, Small Business Lending, Banking, Credit Analysis, Non-profits, Event Management, Community Engagement, Sales, Cash Management, CRM, New Business Development, Relationship Management, Lines Of Credit, Loan Origination, Mortgage Lending, Management
Education
Scripps College
BA, French, Political Science
University of Phoenix
M.A., business management
Granada Hills High School
Wells Fargo Securities May 2013 - Present
Wells Fargo Securities February 2012 - May 2013
Bank of America January 2011 - November 2011
Bank of America March 2006 - December 2010
Wachovia Bank May 2001 - March 2006
Merrill Lynch March 2000 - May 2001
Merrill Lynch February 1999 - March 2000
Merrill Lynch July 1998 - February 1999
Skills
Derivatives, Equities, Interest Rate..., Middle Office, Series 7, FX, Fixed Income, FX Options, Trading, Back Office, Equity Derivatives, Securities, Risk Management, Banking, Financial Risk, Trading Systems, Investments, Operational Risk, Options, Settlement, Finance, Treasury Management, Hedging, Portfolio Management
Education
Shaw University 1994 — 1998
Bachelors of Science, Mathematics
SunTrust Bank June 2011 - Present
Wells Fargo Home Mortgage 2010 - June 2011
Wachovia, A Wells Fargo Company 2005 - 2010
Wachovia Bank 2005 - 2009
Skills
Banking, Consumer Lending, Retail Banking, Direct Marketing, Relationship Management, Financial Services
Education
Slippery Rock University of Pennsylvania 1994 — 1997
Bachelor of Science, Business Administration
The Real Estate Gallery of Georgia, LLC January 2013 - Present
Timberland Investment Resources, LLC August 2009 - November 2012
Timberland Investment Resources, LLC December 2007 - August 2009
IAAP June 2007 - June 2009
Wachovia Bank November 1999 - November 2007
Wachovia Bank February 1989 - November 2007
IAAP June 2006 - June 2007
Skills
PeopleSoft, Human Resources, Administrative..., Office Management, Outlook, Process Scheduler, Data Entry, Peachtree Accounting, Microsoft Dynamics, Project Management, Meeting Planning, Event Planning, Leadership
Education
Catherine College
Secretarial Science
Spelman College
Comcast March 2011 - Present
Metlife Securities, Inc July 2010 - April 2011
Wachovia Bank September 2007 - April 2010
Verizon Wireless 1991 - 2004
Skills
Telecommunications, Solution Selling, Direct Sales, Sales, Wireless, B2B, Cold Calling, Account Management, Customer Retention, Sales Process, Sales Management, Salesforce.com
Education
Southern Methodist University 1999 — 2000
MCSE, Computer Networking
Electronic Technology Institute 1979 — 1981
ASET, Electronic Technology
Budi Mulia 1976 — 1979
High School, Natural Science
JODI Group, Inc. April 2013 - Present
CENTURY 21® July 2010 - March 2013
Wachovia Bank July 2007 - June 2010
Yusen Air & Sea Service (USA) Inc March 1998 - June 2007
Education
San Francisco State University 1992 — 1997
Bachelor of Art, Business Administration; International Business
Wachovia Bank 2001 - 2008
World Savings 2001 - 2006
Education
Skidmore College 1992 — 1996
BA
ChemTreat July 2014 - Present
Verizon June 2011 - October 2012
Verizon July 2009 - June 2011
Verizon January 2009 - July 2009
Verizon February 2008 - December 2008
Verizon February 2007 - February 2008
Verizon February 2005 - February 2007
Verizon January 2000 - February 2005
First Union Securities October 1998 - January 2000
Wachovia Bank January 1994 - August 1998
Skills
Customer Experience, Customer Satisfaction, Telecommunications, Business Process..., Call Centers, Customer Service, Team Leadership, Financial Services, Brokerage, Sales, Management, Process Improvement, Coaching, Team Building, Quality Assurance, Training, Project Management, Troubleshooting, Business Process, Access, Change Management, Negotiation
Education
Simmons College - Simmons School of Management 2007 — 2007
Adult and Continuing Education and Teaching
Lenape Area Vocational Technical School 1980 — 1980
Certificate of Completion, Computer Programming
Wells Fargo January 2012 - Present
Wells Fargo January 2010 - January 2012
Wachovia Bank February 2006 - January 2010
Skills
Microsoft Office, Outlook, Time Tracking, Event Planning, Event Management, Internal & External..., Concur, State Laws, Organization, Operational Excellence
Education
University of Montevallo 2001 — 2003
Bachelor of Science (BS), Mass Communication/Media Studies
Snead State Community College 1998 — 2001
none, English Education/ Theatre
PNC July 2014 - Present
PNC March 2012 - July 2014
RBC June 2011 - March 2012
Wells Fargo Bank January 2010 - June 2011
Wachovia Bank October 2007 - January 2010
Skills
Management, Banking, Business Development, Sales, Loans, Budgets, Risk Management, Analysis, Customer Service, Team Management, Finance, Accounting, Coaching, Investments, Credit, Consumer Lending, Small Business Lending, Commercial Lending
Education
Spring Hill College 1999 — 2004
BS, Marketing
John Carroll Catholic High School 1996 — 1999
Little Lo Learning January 2012 - Present
Little Lo Learning January 2012 - Present
AB Childcare 2009 - Present
Wachovia Bank January 2007 - November 2008
WORLD SAVINGS January 1996 - November 2008
Skills
Call Center, Customer Service, Outlook, Access, Sales, Coaching, Microsoft Excel, Team Building, Marketing, Performance Management, Project Management, Microsoft Word, Underwriting, PowerPoint, Change Management, Call Centers, Banking, Leadership, Microsoft Office, Management, Process Improvement, Training, Time Management
Education
Southwestern University 1992 — 1995
Business Administration, Early Childhood Education and Teaching
Wells Fargo Bank 2004 - Present
Wachovia Bank August 2004 - December 2008
ISC Group, Inc. May 2002 - August 2004
Skills
Wealth Management, Financial Planning, Strategy, Banking, Investments, Mortgage Lending, Loans, Credit, Finance, Financial Services, Leadership, Private Banking, Wealth Management..., Investment Management, Portfolio Management, Series 7, Commercial Lending, Commercial Banking, Retirement Planning, Credit Analysis, Asset Allocation, Asset Management
Education
University of Washington 2010 — 2012
Certificate, Banking School
Southern Methodist University - Cox School of Business 1998 — 2002
BBA, Financial Consulting
TechStar February 2007 - Present
Capital Bank June 2005 - February 2007
Capital Bank June 2005 - January 2007
Wachovia Bank August 2002 - June 2005
Duke Energy July 2001 - August 2002
Wachovia Bank March 1996 - July 2001
Education
Deer Park High School
San Jacinto College
Associate of Arts, Business Administration
University of Houston-Clear Lake
Bachelor of Science, Finance
Wells Fargo January 2009 - September 2012
Wachovia November 2007 - January 2009
Wachovia Bank 2007 - 2008
Bank of America 2004 - 2007
Bank of America 2001 - 2003
Bank of America 1998 - 2001
Bank of America 1997 - 1998
Charles Schwab 1996 - 1997
Charles Schwab 1991 - 1996
Skills
Asset Managment, Portfolio Management, Series 7, Financial Services, Wealth Management, Series 63, Business Strategy, Banking, Asset Allocation, Asset Management, Vendor Management, Finance, Leadership, Retirement, E-commerce, Securities, Management, Relationship Management, Investments, Mutual Funds, Equities
Education
San Francisco State University 1988 — 1992
MBA, BA, BA, Psychology, Business, English
Griffin Automotive Group, LLC January 2005 - Present
Wachovia Bank May 2004 - December 2004
Wachovia Bank August 1999 - May 2004
Carolina Conference of Seventh-day Adventists July 1996 - July 1999
Cline Brandt Kochenower 1991 - 1994
Education
Southern Adventist University 1986 — 1989
B.B.A., Accounting
AltaSea at the Port of Los Angeles March 2015 - Present
Citibank May 2014 - February 2015
Citibank March 2010 - May 2014
Wachovia Bank July 2008 - February 2010
Wells Fargo Home Mortgage April 2007 - May 2008
Wells Fargo May 2002 - May 2007
Skills
Series 6, Series 63, Mortgage Lending, Sales Management, Loans, Mortgage, Investments, Credit, Asset
Education
San Diego State University-California State University 1998 — 2003
Bachelor of Arts, International Business, Emphasis in Finance, Spanish and Western European culture
Universidad de Valladolid 2001 — 2002
International Business
Zahdoo LLC March 2014 - February 2015
Yes M-System January 2014 - February 2015
Hajiani Investments Inc., August 1998 - December 2012
Seven Stars of Monroe January 2010 - August 2012
Artis Business (& Technology) Solutions September 2007 - December 2009
Wachovia Bank January 2007 - March 2008
Alpha Medical Group January 2005 - February 2007
Agere Systems December 1999 - August 2004
Skills
Perl, SDLC, STLC, MS SQL, TEST DIRECTOR 7.2, HP Quality Center, Mercury Test Tools, VERIFONE RUBY POS, DRESSER/WAYNE NUCLUES..., TCL, C, Windows All Platform, Microsoft Office, Samsung Mobile Emulator, Rally, JIRA, Testing
Education
San Jose State University 2009 — 2012
MBA/MSE, Systems Engineering
University of California, Santa Cruz 2008 — 2010
Advance Certification, VLSI Engineering
University of Washington 1996 — 2000
BSc, Electrical Engineering
Govt. Delhi College
NewBridge Bank 2012 - Present
First National Bank/CommunityOne Bank 2006 - 2012
High Point Bank 2000 - 2006
Wachovia Bank 1986 - 2000
Skills
Loans, Credit, Commercial Banking, Credit Analysis, Portfolio Management, Commercial Lending, Retail Banking, Financial Analysis, Risk Management, Credit Risk
Education
East Carolina University
Bachelor of Science in Business Administration, Finance
Southern Methodist University
Southern Methodist University
Spelman College Claims RepresentativeTaylor InsuranceMarch 2013 - May 2014
Saint Leo University May 2012 - January 2013
Howard University November 2010 - April 2012
Everest College April 2010 - November 2010
Everest University Online September 2009 - April 2010
Alltel Wireless November 2008 - September 2009
Wachovia Bank January 2007 - December 2007
Branch Banking and Trust January 2006 - December 2006
Skills
Marketing, PowerPoint, Customer Service, Public Speaking, Microsoft Excel, Sales, Account Management, Financial Analysis, Data Analysis, Forecasting, Sales Management, Business Development, Microsoft Office, Research, Social Media, Coaching, Social Networking, Management, Data Entry, Leadership, Training
Education
University of Phoenix 2006 — 2008
MBA, Business Administration
Spelman College 2002 — 2005
Bachelors, Economics
Techstar LLC February 2007 - Present
Capital Bank June 2005 - January 2007
Wachovia Bank August 2002 - June 2005
Duke Energy July 2001 - August 2002
Wachovia Bank March 1996 - July 2001
Skills
Portfolio Management, Credit, Auditing, Management, Internal Controls, Sales, Marketing, Internal Audit, Financial Analysis, Risk Management, New Business Development, Customer Service, Account Management, Negotiation, Sales Management, Finance, Options, Business Development, Microsoft Excel, Loans, Process Improvement, Strategic Planning, Team Leadership, Manufacturing, CRM, Product Development, Contract Negotiation, Training, Key Account Management, Human Resources, Sales Process, Process Control, Forecasting, Marketing Strategy, Operations Management, Social Media Marketing
Education
University of Houston-Clear Lake 1998 — 2000
Bachelor of Science, Finance, General
San Jacinto College 1995 — 1997
Associate of Arts, Business Administration
Deer Park High School 1991 — 1995
TD Wealth Management September 2012 - Present
BNY Mellon May 2008 - September 2012
Wachovia Bank 2004 - 2008
Wilmington Trust 2002 - 2004
Fleet Bank 1993 - 2004
Corestates Bank 1985 - 1993
Skills
Wealth Management, Private Banking, High Net Worth..., Commercial Lending, Portfolio Management, Fixed Income, Equities, Banking, Mutual Funds, Investments, Credit, Securities
Education
Shippensburg University of Pennsylvania 1980 — 1984
Bachelor's of Science, Economics
City National Bank March 2015 - Present
Rabobank December 2013 - Present
First Citizens Bank April 2011 - December 2013
Northwestern Mutual September 2009 - April 2011
Wachovia Bank May 2007 - July 2009
Wholesale Lending February 2001 - May 2007
Encore Credit 2006 - 2007
Skills
Commercial Lending, Loans, Commercial Banking, Risk Management, Business Development, Finance, Management, Mergers & Acquisitions, Small Business Lending, Credit, Credit Analysis, Mortgage Lending, Consumer Lending, Banking, Lines Of Credit, Commercial Mortgages
Education
Southern Oregon University 1995 — 1996
Business Administration and Management, General
AIG May 2013 - Present
SunTrust Bank January 2013 - May 2013
Fifth Third Bank April 2009 - October 2012
Allstate July 2008 - April 2009
Wachovia Bank February 1993 - December 2007
Skills
Credit, Securities, Finance, Insurance, Sales Management, Financial Services, Loans, Business Development, Sales, Strategy, Marketing, Analysis, Banking, Customer Satisfaction, Customer Service, Relationship Management, Management, Investment Banking, Mortgage Banking, Retail Banking
Education
Shorter University-College of Adult & Professional Programs 2013 — 2015
Bachelor of Business Administration (B.B.A.)
Shorter College 2010 — 2013
Associate of Science (AS), Business
Bay View Funding January 2015 - Present
BayView Funding February 2013 - August 2013
Citi October 2011 - December 2012
Wachovia Bank April 2007 - March 2010
Macy's August 2005 - December 2006
Skills
Cash Management, Banking, Credit, Loans, Retail Banking, Customer Service, Commercial Banking, Microsoft Word, Sales, Microsoft Office, Consumer Lending, Management, Financial Analysis, Mortgage Lending, Credit Analysis, CRM, Marketing, PowerPoint, Leadership, Time Management
Education
San Jose City College 2013 — 2014
Associate's Degree, Cosmetology/Cosmetologist, General, n/a
San Jose City College 2013 — 2014
Associate's degree, Cosmetology/Cosmetologist, General
Cumulus Media April 2015 - Present
Clear Channel Radio March 2011 - June 2012
Bay Area News Group June 2010 - March 2011
CBS Television April 2008 - June 2010
Wachovia Bank July 2006 - April 2008
Manilla Productions June 2007 - October 2007
"The Maleena Lawrence Show" September 2006 - May 2007
First Data Corp September 2005 - July 2006
Skills
Digital Media, Social Media Marketing, Social Media, Advertising, Radio, Television, Customer Service, Marketing, Marketing Strategy, Sales, Leadership, Management, Editing, New Media
Education
San Francisco State University 2001 — 2007
Bachelor of Arts, Radio/Television; Media Sales Emphasis
Coldwell Banker Residential Brokerage July 2015 - Present
Citi Personal Wealth Management October 2013 - December 2014
Citi April 2009 - September 2013
Wachovia Bank June 2007 - April 2009
Skills
Banking, Finance, Credit, Portfolio Management, Loans, Mortgage Lending, Management, Sales, Training, Analysis, Relationship Management, Consumer Lending, Business Development, Investments, Series 6, Risk Management, Long-term Customer..., Exceeding Quotas, Account Management, Key Account Management, Insurance, Cross Selling, Financial Services, Wealth Management, Mortgage Banking, Private Banking, Wealth Management..., Credit Analysis, Credit Risk, AML, Investment Banking, Series 63, Microsoft Office
Education
Santa Rosa Junior College 2004 — 2007
Associates, Natural Science
CapTech January 2011 - Present
Meridian Technologies and Staffing Services September 2008 - January 2011
Signature Consultants January 2008 - September 2008
Wachovia Bank July 2007 - November 2007
Time Warner Cable March 2006 - May 2007
EquiFirst 2004 - 2006
SMCI June 2001 - October 2003
Sunbelt Rentals 1995 - 1998
Skills
Talent Acquisition, Technical Recruiting, Full-cycle Recruiting, Recruiting, Contract Recruitment, Talent Management, Sourcing, Interviewing, Hiring, Applicant Tracking..., Onboarding, Human Resources, Information Technology, Process Improvement, Management Consulting, Leadership, Strategy, Interviews, Temporary Placement, Consulting
Education
Slippery Rock University of Pennsylvania
WePow. September 2013 - Present
Indeed.com June 2012 - May 2013
AOL May 2011 - June 2012
TheLadders.com 2010 - 2011
Wachovia Bank 2007 - 2009
Capital One Bank (GreenPoint Mortgage) 2004 - 2007
Skills
Cold Calling, Salesforce.com, Account Management, Sales Process, Direct Sales, B2B, Sales, Business Development, Relationship Management, Competitive Analysis, Recruiting, New Business Development, Customer Retention, Sales Management, Marketing, Lead Generation, Sales Operations, Executive Management, Solution Selling, Email Marketing, Selling, Leadership, Coaching, CRM, Online Marketing, Strategy, Analytics, Management, Product Marketing, Training, Entrepreneurship, Advertising, Forecasting, Talent Acquisition, Product Development, Strategic Partnerships, Advertising Sales, SaaS, Team Management, Start-ups, Online Advertising, Process Improvement, SEM, Digital Marketing
Education
Seton Hall University 1998 — 2002
Bachelor of Science (B.S.), Business Finance
Leidos Health March 2012 - Present
First Data Corporation July 2010 - December 2011
Parkland Hospital May 2009 - July 2010
Wachovia Bank January 1997 - May 2009
Skills
Epic Resolute Hospital..., Hospital Billing, Hospital Revenue Cycle, Remittance Processing, Microsoft Office, Training & Development, Business Requirements, Visio, Requirements Gathering, Business Analysis, User Acceptance Testing, Software Documentation, Gap Analysis, End User Training, Systems Analysis, Ad Hoc Reporting, SharePoint, Process Improvement, Access, Hospitals, Software Implementation, Cross-functional Team..., Integration, Leadership, Healthcare Information..., EHR, Documentations, Data Analysis, HIPAA, Epic Systems
Education
Southern Methodist University 1993 — 1996
BA, Political Science
Cedar Valley College 1991 — 1993
Associate of Arts, Business Management
Aruba Networks January 2015 - Present
Aerohive Networks July 2013 - January 2015
Aerohive Networks June 2012 - December 2014
Verizon Wireless July 2008 - June 2012
Wachovia Bank February 2006 - October 2007
Bell Plaza Financial Group, Sunnyvale February 2004 - February 2006
Skills
MDM, Mobile-Device-Management, Sales Management, Account Management, Contract Negotiation, Thinking Outside The Box, Outside Sales, Sales Force Automation, CRM software, Microsoft Office, Team Leadership, Situational Leadership, Hiring Practices, Training & Development, M2M, Machine-to-Machine, CRM, Wireless, Nunchuku Skills, SaaS, WLAN, Salesforce.com, Direct Sales, Territory Startup &..., Solution Selling, Mobile Devices, Sales Operations, Employee Training, Ninja Skills, Cloud Computing, Sales, Master Data Management, Lead Generation, Territory Management, Mexican, WiFi, Leadership, Strategic Partnerships, Sales Process, Enterprise Software, Channel Partners
Education
San Jose State University 2004 — 2007
Bachelor of Science; School, Advertising Journalism and Mass Communication; in Intercultural Communication
San Jose State University
Bachelor of Science (B.S.), Advertising
Val Mohr Fitness November 2012 - Present
Ben Mohr, Inc. September 2008 - Present
World Savings 2001 - 2008
Wachovia 2001 - 2008
Wachovia Bank 2001 - 2008
Shutterfly 1999 - 2001
The Good Guys 1995 - 1999
Stone & Ward 1995 - 1996
Lexus of Serramonte 1990 - 1994
Skills
Mortgage Lending, Business Analysis, Banking, Credit, Customer Service, Leadership, Financial Advisory, Sales Management, Investments, Microsoft Excel, Financial Analysis, Public Speaking
Education
San Francisco State University 1989 — 1994
Bachelor of Arts, Broadcast and Electronic Communications
Community Bankers Association of Georgia February 2002 - Present
Wachovia Bank February 1972 - 1999
First National Bank of Atlanta 1972 - 1985
First American Bank of Maryland 1978 - 1983
Skills
Commercial Banking, Leadership, Marketing, Payment Card Processing, Commercial Lending, Small Business Lending, Risk Management, Restructuring, Credit, Customer Service, Cross Selling, Financial Analysis, Cash Management, Credit Analysis, Payment Systems, Loan Origination, Mortgage Lending, Mortgage Banking, Underwriting, Mergers & Acquisitions, Commercial Mortgages, Treasury Management, Consumer Lending, Real Estate, Due Diligence, Analytics, Loans, Training, Management
Education
Simmons College 1980 — 1981
business administration
Wells Fargo April 2013 - Present
Wells Fargo April 2010 - April 2013
Wachovia Bank May 2007 - April 2010
Wells Fargo Bank May 2006 - May 2007
Wells Fargo Bank November 2005 - May 2006
Wells Fargo Bank August 2003 - November 2005
Wells Fargo Bank August 2002 - August 2003
Good Day Sacramento February 2000 - August 2002
News10 November 1999 - November 2000
ABC-News Channel 7 August 1998 - November 1999
Skills
Retail, Small Business, Marketing, Marketing Communications, Sales, Direct Marketing, Marketing Strategy, Team Building, Banking, Customer Service, Strategy, Credit, Sales Management, Management, Coaching, Financial Analysis, Loans, Leadership, Strategic Planning
Education
Santa Clara University 1994 — 1998
BA, Communication
Kohl's Department Stores August 2011 - Present
Target October 2010 - July 2011
Wells Fargo Bank April 2010 - September 2010
Wachovia Bank October 2008 - April 2010
Mervyns June 2006 - November 2008
Mervyns May 2004 - June 2006
Mervyns July 1994 - May 2004
Scottrade March 2001 - April 2002
Skills
Customer Service, Coaching, Scheduling, Compliance, Hiring, Profitability, Inventory Management, Merchandising, Retail, Credit, Team Building, Retail Management, Banking, Performance Management, Operations Management, Team Leadership, Customer Satisfaction, Mentoring, Interviewing, Time Management, Payroll, Store Management, Recruiting, Visual Merchandising, Interviews, Store Operations, Driving Results, Retail Sales, Human Resources, Sales, Loss Prevention, Customer Retention, Sales Management, Inventory Control, Employee Training, P&L, Shrinkage, Customer Experience, New Store Openings, Planograms, P&L Management, Profit
Education
San Jose State University 1998 — 2002
Bachelor of Science, Business Finance; Investments
Air Force Office of Special Investigations December 1981 - December 2009
BlueCross BlueShield of North Carolina 1997 - 1999
Wachovia Bank 1989 - 1995
Summerville Police Department 1987 - 1989
Education
Southern Illinois University, Carbondale 1990 — 1992
BS
Wells Fargo Appraiser IIWells Fargo Bank2010 - Present
Wachovia Bank 2007 - 2009
World Savings 1989 - 2007
Skills
Appraisals, Loss Mitigation, Loans, Team Building, Sales, Real Estate, Customer Service, FHA, Leadership, Mortgage Lending, Residential Homes, Refinance, REO, Investment Properties, Single Family Homes, Condos, Training, Residential Mortgages, Mortgage Banking, Valuation, FHA financing, Foreclosures
Education
San Jose State University
San Jose State University
Mary Kay October 2010 - Present
U.S. Bank December 2011 - August 2013
Pendum LLC December 2009 - May 2010
Wachovia Bank October 2008 - December 2009
Wachovia, A Wells Fargo Company 2008 - 2009
Robert Half International May 2008 - October 2008
Wells Fargo Bank September 1996 - February 2008
Skills
Banking, Customer Service, Auditing, Microsoft Excel, Customer Satisfaction, Microsoft Office, Outlook, Public Speaking, PowerPoint, Microsoft Word, Cosmetics, Cross Selling, Deposits, Data Entry, 10 Key, Customer Retention, Retail Banking, Telephone Skills, Teller Operations, Inventory Management, Cash Management, Customer Experience, Credit, Fundraising, Public Relations, Sales
Education
San Jose State University 1998 — 2003
B.S, Business Management
College of San Mateo 1994 — 1998
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Burlingame High School 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Norman Technologies May 2013 - Present
Florida Bank April 2012 - April 2013
Norman Technologies January 2010 - April 2012
The Bank of Commerce October 2006 - January 2010
Wachovia Bank January 2004 - May 2006
SouthTrust Bank October 2000 - January 2004
SunTrust Bank April 1996 - October 1998
Fleet Bank August 1990 - April 1996
Fleet/Norstar Employee Benefit Services May 1990 - August 1990
Captial Area Community Health Plan September 1988 - May 1990
Skills
Project Planning, Project Coordination, Project Execution, Cash Management, Treasury Management, Commercial Banking, Compliance, Mergers, Financial Institutions, Banking, Risk Management, ACH, Internet Banking, Vendor Management, Process Improvement, Product Management, Customer Relations, Payment Processing, Process Engineering, Change Management, Operational Risk..., Treasury Services, Banking Operations, Strategic Planning, Operations Management, Program Management, Mergers & Acquisitions, Analysis, Customer Service, Finance, Core Banking, Leadership, Payments, Project Management
Education
University at Albany, SUNY 1991 — 1995
MBA, Finance, Management
Siena College 1986 — 1990
Bachelor of Science, Finance, minor in English
Wachovia Bank January 1999 - Present
First Union/Wachovia July 1997 - January 1999
Education
Southern Connecticut State University 1991 — 1998
Business, Management
Bank of America 2006 - Present
Wachovia Bank September 2002 - September 2006
Education
Slippery Rock University of Pennsylvania 1982 — 1986
Ephrata Area School District June 2015 - Present
West York Area School District August 2010 - June 2015
Clark Food Service January 2008 - August 2010
Wachovia Bank August 2006 - January 2008
Skills
Financial Analysis, Banking, Strategic Financial..., Finance, Investments, Financial Modeling, Asset Managment, Forecasting, Loans, Budgets, Accounting, Microsoft Excel, Instructional Technology, Technology Integration, Educational Technology, Teaching, Moodle, K-12, Classroom, Classroom Management, Integrating Technology..., Lesson Planning, Differentiated..., Public Speaking, Leadership, Blended Learning, Instructional Design, E-Learning, Staff Development
Education
Millersville University of Pennsylvania 2011 — 2014
Master's Degree, Educational Leadership and Administration, General
Shippensburg University of Pennsylvania 2008 — 2010
Certification, Information Technology Business Education
West Chester University of Pennsylvania 1998 — 2002
Bachelors x 2, Finance & Marketing
Conestoga Valley High School 1994 — 1998
General, Education
TIAA-CREF September 2008 - Present
TIAA-CREF April 2006 - September 2008
Bank of America 2005 - 2005
Wachovia Bank 2004 - 2005
TIAA-CREF 1986 - 2003
Skills
Series 7, 63 Registered, North Carolina Life and..., Strategic Thinking, Written & Oral..., Strategic Planning, Consultative Style, Sales, Key Client Relationships, Business Process Design, Service Delivery, Project Delivery, Training Delivery, Leading Diverse Teams, LEAN Leader, SDLC, Retirement Planning, Retirement, Series 7, Process Improvement, Investments, Financial Services, Fixed Annuities, Mutual Funds, Management, Project Management, Business Analysis, Business Process..., CRM, PMO, Pensions, Project Portfolio..., Relationship Management, Risk Management, Series 63, Strategy, Vendor Management, Portfolio Management, Training, Wealth Management
Education
Smith College 1980 — 1984
Bachelor of Arts (BA), Political Science and Government
Send Out Cards July 2007 - Present
Wachovia Bank June 2004 - Present
Education
Slippery Rock University of Pennsylvania
iSol Group, Inc. October 2007 - Present
Countrywide Bank FSB June 2006 - October 2007
Fidelity Information Services, Inc June 2004 - June 2006
Fiserv, Inc October 2001 - June 2004
Fidelity Information Services, Inc May 2000 - October 2001
Kirchman Corporation August 1998 - May 2000
Santana and Associates March 1997 - August 1998
Wachovia Bank July 1994 - March 1997
United American Bank April 1993 - June 1994
NationsBank June 1986 - April 1993
Skills
Integration, Small Business, Software Development, Business Process, Management Consulting, Requirements Analysis, Customer Relations, Software Implementation, Business Requirements, Functional..., Requirements Gathering, Business Analysis, Software Project..., MS Project, Project Planning, PMP, Project Implementation, SDLC, Process Improvement, Business Process..., User Acceptance Testing, Testing, Team Leadership, Quality Assurance, Management, Databases, Banking, PMO, Customer Service
Education
Seminole State College of Florida 2009 — 2009
PMP, Project Management
School Of Business and
BS, Accounting
University of Houston
MBA, Finance
Comerica Bank January 2014 - Present
Comerica Bank October 2010 - December 2013
Bank of Texas March 2008 - October 2010
Wachovia Bank 2005 - 2008
Compass Bank August 2003 - February 2005
JP Morgan Chase January 2000 - August 2003
Skills
Commercial Banking, Finance, Commercial Lending, Credit, Banking, Loans, Financial Analysis, Small Business Lending, Credit Risk, Risk Management, Treasury Management, Cash Management, Relationship Management, Mergers, Strategic Planning, Asset Based Lending, Loan Origination, Lines Of Credit, Financial Risk, Sales Management, Investments, Investment Properties, Credit Analysis, Underwriting, Small Business
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA
Texas A&M University 1995 — 1999
BBA, Marketing
Texas A&M University - Mays Business School 1995 — 1999
Placer County Sheriff January 2015 - Present
Placer County Sheriff's Office December 2013 - Present
Regent Education June 2013 - December 2013
eHealthInsurance January 2013 - June 2013
Cology Inc. November 2008 - January 2013
Wachovia Bank April 2004 - November 2008
EDFUND 1998 - April 2004
Placer Community Action Council Inc. 1996 - 1998
Citicorp/Citibank Student Loan Corporation-Priority Services Division 1991 - 1995
Skills
Customer Satisfaction, Employee Benefits, Loans, Credit, Sales, Call Center, Strategic Planning, Project Management, Banking, Microsoft Excel, Business Development, Microsoft Office, Customer Service, Risk Management, Visio, Coordinating Skills, Call Centers, Relationship Management, Leadership, Team Building, Business Analysis, Program Management, Cross-functional Team..., Analysis, Operations Management, Budgets, Marketing Strategy, Process Improvement, Vendor Management, Sales Operations, Management, Account Management, Coaching, Salesforce.com
Education
William Jessup University 2002 — 2004
BS, Management and Ethics
Sierra College 1995 — 2001
A.A, Liberal Arts
InvestEdge, Inc. July 2014 - Present
Janney Montgomery Scott May 2006 - July 2014
Wachovia Bank June 2002 - May 2006
Skills
Asset Allocation, Equities, Series 7, Securities, Mutual Funds
Education
Shippensburg University of Pennsylvania 1995 — 1997
BSBA, Marketing
Temple Real Estate Institute
Pennsylvania Real Estate License
SunTrust May 2012 - Present
SunTrust Bank April 2008 - March 2011
SunTrust Bank October 2007 - April 2008
SunTrust Bank September 2002 - October 2007
Wachovia Bank 1994 - 2002
Wachovia Bank 1985 - 1994
Skills
Business Process..., Quality Management, Global Outsourcing..., Organizational..., Certified Six Sigma..., Certified Quality..., Project Leadership and..., Process Mapping and..., Service Level Metrics..., Operational Performance..., Productivity Improvement, Consulting, Organizational..., Business Process, Six Sigma, Performance Measurement, Business Process Mapping, Process Improvement, Management, Outsourcing, Project Management, Program Management, Internal Audit, Banking, SDLC, Risk Management, Business Analysis, Enterprise Risk..., Financial Risk, Performance Management, Vendor Management, Management Consulting, Strategy, Analysis, Leadership, Portfolio Management, Quality Assurance, Financial Services, Project Portfolio..., Cross-functional Team..., Finance, PMO, Business Transformation, Credit, Executive Management, Process Engineering, Visio, Operational Excellence, Operational Risk..., Business Process...
Education
Southern Polytechnic State University 1981 — 1985
BIE, Industrial Engineering
Wachovia Bank March 1998 - Present
Education
Siena College 1989 — 1993
Bank of the West April 2009 - Present
Wachovia Bank December 2006 - April 2009
World Savings 1982 - 2006
Skills
Banking, Retail Banking, Financial Services, Team Building, Mergers & Acquisitions, Management, Risk Management, Security, Mortgage Lending, Leadership, Sales, Loans, Process Improvement, Finance, Credit, Strategy, Commercial Lending, Analysis, Change Management
Education
Sonoma State University 1980 — 1982
BA, English
Texas State University 1978 — 1980
Kwajalein High School 1973 — 1976
Wachovia Bank
Skills
SQL, SDLC, XML, Microsoft SQL Server, C#, Agile Methodologies, Programming, Web Services, Databases
Education
San Jose State University 2006 — 2008
Wachovia Bank Sr. Investment ManagerWells Fargo Private BankSeptember 2003 - Present
Education
CFA Institute 1995 — 1997
CFA, Investments
University of New Haven 1986 — 1989
MBA, Information Technology
Southern Connecticut State University 1978 — 1982
B.S., Finance & Economics
Coca-Cola Refreshments April 2009 - Present
Countrywide December 2007 - December 2008
Wachovia Bank 2005 - 2007
Skills
Account Management, Business Process..., Change Management, Coaching, Credit, Cross-functional Team..., Leadership, Loans, Management, Mortgage Lending, New Business Development, Performance Management, Policy, Process Improvement, Sales Management, Strategic Planning, Succession Planning, Talent Management, Vendor Management
Education
Southern Methodist University 1991 — 1995
Wachovia Bank January 2004 - Present
World Savings/Wachovia January 2004 - Present
Commerce One November 1999 - April 2003
Commerce One November 1999 - April 2003
Commerce One January 1999 - January 2003
SBC November 1985 - November 1999
Pacific Bell November 1980 - November 1999
SBC (Pacific Bell Directory) January 1985 - January 1999
Education
San Francisco State University
Accor December 2013 - Present
Elie Boutique May 2012 - December 2013
U.S. Bank December 2011 - August 2013
Pendum LLC December 2011 - May 2012
Wachovia Bank December 2009 - December 2011
Wells Fargo September 1996 - February 2008
Skills
Banking, Microsoft Word, Customer Satisfaction, Time Management, Event Planning, PowerPoint, Event Management, Teamwork, Outlook, Loans, Call Centers, Public Speaking, Customer Service, Microsoft Excel
Education
San Jose State University 1998 — 2003
Bachelors, Business Administration
ACE Software Solutions February 2012 - Present
Medco health 2008 - 2010
Canyon Associates 2007 - 2008
wachovia bank 2003 - 2007
Skills
MS Project, Process Improvement, Project Management, Team Building, Business Analysis, Business Process, Software Project..., Integration, SDLC, Interviews, Requirements Analysis, Vendor Management, Visio, Software Development, Program Management, Requirements Gathering, Agile Methodologies, Resource Management, Oracle
Education
Seton Hall University 1972 — 1977
BA, english
paterson catholic rhs 1968 — 1971
SunTrust Bank March 2012 - Present
Wachovia Bank September 1996 - March 2012
Wachovia September 1985 - March 2012
Skills
SDLC, PMO, Project Management, Enterprise Software, Banking, Risk Management, Business Analysis, Process Improvement, Payments, Portfolio Management, Vendor Management, Financial Services, Project Portfolio..., Retail Banking, Relationship Management, Business Requirements, Treasury Management, Program Management, Software Project..., Financial Analysis, Business Process...
Education
South Carolina State University 1980 — 1984
C.A. Johnson
C.A. Johnson
Wells Fargo Enterprise Diversity & Inclusion January 2014 - Present
Wells Fargo Institutional Retirement & Trust January 2009 - December 2013
Wells Fargo Institutional Retirement & Trust January 2008 - December 2009
Wells Fargo Institutional Retirement & Trust March 2004 - December 2007
Wachovia Bank 1999 - 2004
Skills
Strategy, Business Development, Leadership, Management, Marketing, Sales, New Business Development, Program Management, Strategic Planning, Competitive Analysis, Project Management, Budgets, Direct Marketing, Relationship Management, Banking, Cold Calling, Market Research, Sales Process, Project Planning, Finance
Education
Savannah State University 1993 — 1998
Bachelor of Business Administration, Marketing
CenTrak April 2014 - Present
Awarepoint April 2011 - April 2014
The Community's Bank June 2007 - February 2008
Wachovia Bank July 2005 - December 2006
Tulsa Dental December 2003 - January 2005
Lexis nexis May 2002 - October 2003
Skills
Strategic Communications, Customer Relations, Project Management, Business Development, Account Management, Program Management, Sales, CRM, Sales Operations, Training, Selling, Healthcare, Strategy, Security, Software Documentation, New Business Development, Strategic Planning, Product Marketing, Leadership, Solution Selling, Customer Service, Social Media Marketing, Team Building, Healthcare Information..., Salesforce.com
Education
Southern Connecticut State University 1995 — 1997
BS, Corporate Communications
Cheshire 1989 — 1993
U.S. Bank May 2012 - Present
The Willow Group June 2004 - May 2012
PFPC -- Subsidiary of PNC bank -- TPA 401(k) 2002 - 2003
Wachovia Bank 2002 - 2003
PwC Consulting September 2000 - September 2002
State Street Global Advisors September 1993 - September 1998
Watson Wyatt 1993 - 1995
Skills
Business Analysis, Business Requirements, Business Process, Requirements Analysis, Retirement, Visio, Process Development, RFP, MS Project, Business Process..., Business Process Design, SDLC, PMO, Vendor Management, User Acceptance Testing, Requirements Gathering, Project Portfolio..., Process Improvement
Education
Southwest Minnesota State University 1984 — 1989
MacFarlane Group November 2012 - Present
One Nevada Credit Union August 2008 - November 2012
Wachovia Bank January 2006 - May 2008
Skills
Financial Analysis, Negotiation, Real Estate, Troubled Debt..., Public Speaking, Financial Modeling, Tax Law, Credit Unions, Credit Risk, Internal Communications, Real Estate Investment, Real Estate Development, Supervisory Skills, Buker's Tax Analysis
Education
Southern New Hampshire University 1999 — 2003
Finance/Economics
Bank of the West January 2009 - Present
Wachovia Bank May 2006 - September 2008
World Savings October 1978 - May 2006
Education
San Francisco State University 1977 — 1982
Bachelor of Science in Business Administration, Marketing
Capital One April 2009 - Present
Wachovia Bank August 2005 - April 2009
JPMorgan Chase 1990 - 2005
The Chase Manhattan Bank 1990 - 2000
Skills
Treasury Services, Treasury Management, Electronic Payments, Payments, Vendor Management, Banking, Commercial Banking, Financial Services, Cash Management, Mergers & Acquisitions, Retail Banking, Risk Management, Merchant Services, Portfolio Management, ACH, Capital Markets, Strategy, Relationship Management, Credit, Credit Risk, Credit Cards, Product Management, Payment Systems, Investments, Financial Risk, Fixed Income, Strategic Planning, Finance, Financial Analysis, Business Analysis, Credit Analysis, Business Strategy, Small Business Lending, Loans, Financial Modeling, Commercial Lending
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA
Spelman College 1986 — 1990
BA
RMIC April 2005 - Present
Republic Mortgage Insurance Company 2005 - Present
Wachovia Bank 2005 - 2005
Aon Consulting 2002 - 2005
Lucent Technologies 2000 - 2002
AT&T 1999 - 2000
United States Air Force August 1994 - November 1996
United States AirForce October 1989 - August 1994
Education
Southern Illinois University, Carbondale 1992 — 1996
B.S. Industrial Engineering
Clinton Community College 1990 — 1992
A.A.S. Business Administration
Bank of North Carolina October 2012 - Present
First Citizens Bank & Trust of South Carolina January 2002 - September 2012
Wachovia Bank 1987 - 2002
Skills
Talent Acquisition, Talent Management, Employee Relations, Employee Benefits, Banking, Human Resources, Portfolio Management, Recruiting, Benefits Administration, Performance Management, HRIS, Applicant Tracking..., Deferred Compensation, Coaching, Leadership Development, Credit, Succession Planning, Risk Management, Loans, Onboarding, Financial Services, Change Management, Mergers & Acquisitions, PeopleSoft, Internet Recruiting, Temporary Placement, College Recruiting, Workforce Planning, Training, Employee Engagement, New Hire Orientations, FMLA, HR Policies, Benefits Negotiation, Sourcing, Executive Management, Hiring, Employee Training, Process Improvement, Job Descriptions, Payroll, Strategic Planning
Education
Southern Wesleyan University
Bachelor of Science, Business
Wachovia June 2004 - December 2008
Wachovia July 1998 - December 2008
World Savings/Wachovia 1992 - 2008
Wachovia Bank 1992 - 2008
WACHOVIA FSB 1992 - 2008
Wachovia/World Savings 2001 - 2004
world savings January 1997 - May 2003
World Savings and Loan 1998 - 2003
Education
Sonoma State University 1990 — 1992
BA, Business Administation
BSC Appraisal December 2008 - Present
Wachovia Bank January 2004 - November 2008
Education
Sonoma State University 1997 — 2001
BA, Communication Studies
Wachovia Bank vice presidentbank of america2005 - 2008
Skills
Banking, Loans
Education
San Francisco State University 2004 — 2007
Business, Marketing
Wachovia Bank September 1985 - Present
Education
San Francisco State University 1982 — 1985
Bachelor of Arts, Business
OIC Insurance Services Group February 2009 - Present
Wachovia October 2006 - December 2008
Wachovia Bank January 1984 - December 2008
Wachovia/World Savings January 1984 - December 2008
World Savings 1984 - 2008
Skills
Leadership Development, Loans, Mortgage Banking, Mortgage Lending, Credit, Loss Mitigation, Banking, Underwriting, Loan Origination, Leadership, Team Building, Training, FHA, Customer Service, Real Estate, Investment Properties, Finance, Small Business, Management, Portfolio Management, Residential Mortgages, Investments, Risk Management, Insurance, Refinance, REO, Appraisals, Sales, Credit Analysis, Mergers & Acquisitions, Strategy, USDA, FHA financing, Commercial Lending, Loan Servicing, Consumer Lending, Commercial Mortgages, VA loans, Small Business Lending, Mortgage Underwriting, Real Estate Financing, Reverse Mortgages
Education
Sonoma State University 1974 — 1980
BS, Accounting
Wachovia Bank Licensed Financial SpecialistWachoviaAugust 1995 - Present
Education
Shorter University
Bachelor's Degree, Business Administration and Management, General
Access2Care June 2011 - Present
Zenta July 2009 - June 2011
Pulte Mortgage December 2005 - November 2008
Convergys June 2004 - December 2005
Wells Fargo Home Mortgage January 2003 - December 2003
Wachovia Bank April 2002 - December 2002
Sprint March 1999 - March 2002
Skills
Instructional Design, Training Delivery, Training, Team Management, Team Leadership, Team Building, Process Improvement, Quality Assurance, Leadership, Coaching, Analysis, Blended Learning, Call Centers, Management, Customer Satisfaction
Education
South Carolina State University 1991 — 1992
Electrical Engineering
Bank of America January 2014 - Present
Bank of America July 2009 - Present
Wachovia Bank July 2008 - July 2009
Wells Fargo July 2008 - July 2009
Bank of America September 1999 - June 2008
Banco de la Republica 1989 - 1998
Skills
Sarbanes-Oxley Act
Education
Southern New Hampshire University 1994 — 1996
MBA/MS- CIS, Business administration. computers
Wells Fargo October 2011 - Present
Wachovia, A Wells Fargo Company June 2009 - Present
Wachovia Bank April 2008 - Present
Wells Fargo July 2006 - Present
Wells Fargo April 2001 - Present
Wells Fargo January 1998 - Present
Wells Fargo May 1997 - Present
Wells Fargo April 1996 - Present
Speciality Manufacturing February 1993 - April 1996
Skills
PeopleSoft, Business Objects, Oracle, SAS programming, DB2, SQL,SQL Server 2008, TOAD for Oracle, Access Development, Microsoft Project,..., Visual Basic,..., Data Analysis, Access, Microsoft SQL Server, Databases, Analysis, Process Improvement, Software Documentation, Project Management, SQL
Education
South Carolina State University 1989 — 1993
BS, Computer Science
University of Phoenix 2009 — 2010
MIS, Master of Information Systems
2004 - 2007 New Horizons Computer Learning Center 2004 — 2007
Bachelors of Science, Computer Science/Mathematics
Pilot Bank 2012 - 2014
Palm Bank 2011 - 2012
Regions Financial Corporation 2008 - 2011
Colonial Bank 2004 - 2008
Mercantile Bank 2003 - 2004
SunTrust 2001 - 2003
Wachovia Bank 1998 - 2001
Wachovia Bank 1997 - 1998
Wells Fargo 1995 - 1997
Amresco Capital Corp 1994 - 1994
Skills
CRE Construction,..., Loan Portfolio..., Loan Syndications and..., CMBS Originations and..., Complex CRE and C&I..., Litigation Management, Bankruptcy Litigation..., OREO Property..., Managing Third Party..., Asset Management and..., Sales Contracts, Lease..., Written Loan..., Loan Underwriting, Credit Analysis, Microsoft Excel, Microsoft Office, Proprietary Bank..., Loans, Portfolio Management, Financial Analysis, Loan Origination, Asset Management, Real Estate
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Continuing Education
Credit, Underwriting, C&I and CRE Lending, Bank Management, Appraisal, Software, Regulations...
Wells Fargo Capital Finance December 2010 - Present
Realization Services January 2009 - Present
Wachovia Bank June 2007 - December 2008
Wachovia Bank 2005 - 2007
Wachovia Secuities 2000 - 2005
Wachovia Bank 1998 - 2000
Skills
Asset Based Lending, Capital Markets, Banking, Commercial Banking, Commercial Lending, Corporate Law, Credit, Credit Analysis, Due Diligence, Finance, Financial Analysis, Investment Banking, Investments, Leadership, Loan Origination, Loans, Management, Mergers & Acquisitions, Portfolio Management, Risk Management, Sales, Financial Services, Corporate Finance, Private Equity, Series 7
Education
Thunderbird School of Global Management 1980 — 1981
MBA, Finance
Sewanee-The University of the South 1975 — 1979
BA, Economics, Spanish
US Bank Home Mortgage September 2011 - Present
Wachovia Bank July 2007 - August 2009
World Savings February 2005 - July 2006
World Savings February 2001 - January 2005
World Savings February 2000 - February 2001
World Savings August 1996 - February 2000
World Savings November 1995 - August 1996
World Savings July 1991 - October 1995
Education
University of Phoenix 2000 — 2002
MBA, Technology Management
Sonoma State University 1989 — 1990
Management, Management / Accounting
Wells Fargo Home Mortgage 1985 - November 2011
Wells Fargo Mortgage Bank June 2008 - October 2011
Wachovia Bank December 2007 - June 2008
World Savings & Loan June 2004 - December 2007
World Savings and Loan January 1991 - June 2004
World Savings and Loan November 1985 - January 1991
Skills
Real Estate, Loans, Valuation, Short Sales, Sales Management, FHA, REO, Real Estate Transactions, Appraisals, Mortgage Lending, Asset Management, Sellers
Education
California Department of Real Estate California State University Fullerton
B.A, Liberal Arts
Santa Ana College
A.A, Business
Cherry Creek Properties, LLC 1981 - Present
STEM School and Academy May 2010 - September 2012
elcu February 2008 - October 2010
Wachovia Bank January 1994 - August 2004
Seattle Public Schools 1965 - 1968
Skills
Project Management, Real Estate, First Time Home Buyers, Referrals, Relocation, Investment Properties, Investors, Construction, New Home Sales, Condos, Credit, Banking, Staff Development, Customer Service, Insurance, Training, Leadership Development, Selling, Loans, Mortgage Lending, Leadership, FHA, Sales
Education
Seattle University
Bachelor of Education (B.Ed.), Secondary Education and Teaching
University of Washington
EGA Consulting LLC May 2014 - Present
FSG Bank November 2011 - May 2014
Eagle Globe & Anchor Consulting December 2008 - November 2011
Regions Bank May 2005 - December 2008
First Tennessee Bank May 2001 - May 2005
Wachovia Bank March 1997 - May 2001
National Bank of Detroit June 1992 - March 1997
FDIC May 1991 - August 1991
United States Marine Corps July 1990 - July 1990
Skills
Corporate Finance, Financial Analysis, Credit, Banking, Commercial Lending, Commercial Banking
Education
University of Notre Dame
MBA, Economics and International Business
Spring Hill College
BS, Economics and Finance
Dallas Jesuit College Preparatory School
Cum Laude graduate
Wells Fargo January 2010 - Present
Wachovia Bank July 2007 - January 2010
World Savings February 2006 - July 2007
World Savings January 2004 - February 2006
World Savings December 1995 - December 2003
Robert Christian Design September 1993 - December 1995
Skills
Project Management, Construction Management, Project Planning, Facilities Management, Project Coordination, Renovation, Contract Management, Construction, Strategic Planning, Management, MS Project, Budgets, Contract Negotiation, Program Management, Vendor Management, Operations Management, Team Building, Procurement, Team Leadership
Education
Southern California Institute of Architecture 1988 — 1993
Bachelors of Architecture, Architecture
Wells Fargo Home Mortgage September 2012 - Present
FDIC Recevier for Home Savings March 2012 - June 2012
Home Savings of America March 2010 - March 2012
Contract - Home Savings of America April 2009 - February 2012
World Savings and Wachovia Bank July 1992 - October 2008
Wachovia and World Savings 1992 - October 2008
wachovia bank 1998 - 2008
World Savings Bank 1992 - 2007
World Savings 1996 - 1999
Skills
Loans, Underwriting, Mortgage, Mortgage Industry, Sales Management, Mortgage Lending, Mortgage Banking, Banking, Risk Management, Credit, Management, Training
Education
San Jose State University 1990 — 1992
M.B.A., Business Administration
University of California, Santa Barbara 1986 — 1990
B.A., Business Economics and Psychology
Capital One Bank April 2011 - Present
Wells Fargo Bank March 2010 - April 2011
Wachovia Bank June 2005 - March 2010
Guaranty Bank March 2002 - June 2005
Education
Southern Arkansas University
University of North Texas
Retired Banker March 2011 - Present
Synovus Bank August 2006 - March 2011
Wachovia Bank 1988 - 2006
Skills
Credit, Underwriting, Commercial Lending, Portfolio Management, Credit Analysis, Banking, Asset Managment, Commercial Mortgages, Real Estate Economics, Loan Origination, Risk Management
Education
Sewanee-The University of the South 1962 — 1966
BA, History
Fidelity Investments September 2009 - Present
Wachovia Bank September 2007 - September 2009
IBM Global Business Services January 2005 - July 2007
VF Corporation July 2002 - December 2004
Affiliated Computer Services 1995 - 2002
ACS (Affiliated Computer Services) 1995 - 2002
Skills
Hardware, Disaster Recovery, MVS, zSeries, JCL, CICS, Mainframe, IBM Mainframe, TSO, VSAM, Performance Tuning, z/OS, Unix, Technical Support, Capacity Planning, Troubleshooting, OS/390, Data Center
Education
Southern Methodist University 1989 — 1993
BS, Mathematiccs
Kaiser Permanente February 2012 - Present
L and L Professional, LLC February 2009 - Present
Wachovia Bank November 2007 - November 2010
Clayton Bisch Developments June 2004 - August 2007
Bank of the West October 2005 - October 2006
Skills
Costruction Mangement, Business Consulting, Real Estate Development, Corporate Real Estate, Corporate Finance, Strategic Planning, Healthcare, Management Consulting, Project Planning, Project Management, Leadership
Education
San Francisco State University
Economics, Economics, Business Finance
Bank of the West January 2009 - Present
Wachovia Bank 2004 - 2008
Citigroup February 2000 - November 2004
Education
Southern Illinois University, Carbondale 1965 — 1969
BS, Communications
jp morgan April 2006 - May 2009
Regions Bank April 2003 - April 2006
Wachovia Bank 1985 - 2003
Wachovia, A Wells Fargo Company July 1985 - November 2002
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Investment Banking, Banking, Loans, Financial Services, Management, Portfolio Management, Investments, Risk Management, Series 7, Marketing, Credit Risk, Wealth Management, Credit, Financial Analysis, Mergers & Acquisitions, Financial Structuring, Finance, Strategic Financial..., Cash Management, Retail Banking, Treasury Management, Equities, Small Business Lending, Securities, Financial Risk, Asset Management, Corporate Finance, Fixed Income, Valuation, Capital Markets, Underwriting, Due Diligence, Financial Modeling, Series 63, Private Equity, Mortgage Lending
Education
Sewanee-The University of the South 1967 — 1971
Bachelor's, English and History
Robert E. Lee High School
Wells Fargo Bank March 2011 - Present
Vectra Bank Colorado June 2008 - March 2011
Wachovia Bank January 2002 - May 2008
Skills
Merchant Services, Treasury Management, Commercial Lending, Commercial Banking, Treasury Services, Loans, Cash Management, Treasury, Credit Analysis, Banking, Small Business Lending, Credit, Cross Selling, Portfolio Management
Education
University of Pittsburgh
BS, Business
Seton Hall University
MBA, Marketng
Franklin Regional
Noah Bank January 2014 - Present
Bank of America July 2010 - January 2014
Coca-Cola Enterprises May 2008 - March 2010
Wachovia Bank August 2006 - March 2008
Skills
Retail Banking, Consumer Lending, Real Estate, Banking, Microsoft Word, Mortgage Lending, Loans, Commercial Banking, Credit, Commercial Lending, Financial Analysis, Portfolio Management, Risk Management, Credit Risk, Finance
Education
Seton Hall University 2002 — 2006
Business Administration, Business Sports Management
Pacific Union Financial February 2015 - Present
Emery Financial June 2012 - July 2013
American Interbanc Mortgage August 2010 - May 2012
World Savings 1986 - 2008
Wachovia Bank 1986 - 2008
Wachovia Corporation (formerly World Savings) 1986 - 2008
Skills
Credit, Mortgage Banking, Mortgage Lending, Loan Origination, Residential Mortgages, Refinance, FHA, Loans, FHA financing, Mortgage Underwriting, VA loans, USDA, FHA Financing
Education
San Diego State University-California State University
Business Administration, Marketing
US Bank Compliance November 2014 - Present
US Bank January 2010 - November 2014
Regions Bank 2008 - 2009
US Bank September 2006 - June 2007
Wachovia Bank 2002 - 2006
First Union National Bank 1994 - 2002
Skills
Loans, Credit, Banking, Private Banking, Portfolio Management, Underwriting, Wealth Management, Wealth Management..., Trust Services, Cash Management, Bonds, Small Business Lending, Financial Analysis, Fixed Income, Financial Statement..., Bloomberg, Securities
Education
Pfeiffer University 2011 — 2013
Masters, Business Administration
South Carolina State University 1988 — 1992
Bachelor of Science, Business Administration
HH Arnold
HH Arnold
First Niagara Bank May 2011 - Present
Tri State Capital Bank March 2009 - May 2011
Wachovia Bank April 1996 - March 2009
Skills
Banking, Loans, Commercial Lending, Underwriting, Financial Analysis, Commercial Banking, Due Diligence, Credit Analysis, Credit Risk, Mortgage Lending, Portfolio Management, Mergers & Acquisitions, Credit, Small Business Lending, Asset Based Lending
Education
Seton Hall University 1977 — 1981
Wells Fargo October 2011 - Present
Wells Fargo July 2010 - October 2011
Wachovia Bank, A Wells Fargo Company December 2009 - July 2010
Wachovia Bank May 2008 - December 2009
University Union & Student Activities May 2006 - May 2008
Enterprise Rent-A-Car May 2007 - August 2007
Skills
Customer Service, Marketing, Event Planning, Sales
Education
West Chester University of Pennsylvania 2008 — 2010
MBA, Management, Human Resources, Organizational Behavior, Marketing, Finance
Shippensburg University of Pennsylvania 2004 — 2008
BSBA, Management, Marketing, Entrepreneurship
Optum- United Health Group March 2010 - Present
Ingenix Consulting July 2009 - January 2010
Bank of America October 2006 - January 2009
Wachovia Bank June 2004 - October 2006
American Skandia Inc. August 2003 - June 2004
Oxford Health Plans October 1996 - August 2002
Skills
Process Improvement, Data Analysis, Project Management, Banking, Analytics, Financial Analysis, Account Management, Healthcare, Program Management, Management, Business Analysis, Leadership, Insurance, Consulting, Analysis, Vendor Management, Strategic Planning, Managed Care, Healthcare Information...
Education
Southern Connecticut State University 1999 — 2002
B.S., Finance
Self Employed September 2008 - Present
Wachovia Bank July 2004 - August 2008
SouthTrust Bank April 1998 - June 2004
Education
Southeastern Louisiana University 1970 — 1973
BS, Accounting
Wachovia Bank 1996 - 2008
Wachovia 1996 - 2008
Education
San Francisco State University 1972 — 1976
BA, Business
Flag Bank March 2000 - March 2003
Wachovia Bank November 1995 - April 2000
Skills
Finance, Retail Banking, Accounting, Banking, Financial Analysis, Management, Credit
Education
Shorter University-College of Adult & Professional Programs 2001 — 2005
Bachelors of Science, Business, Management, Marketing, and Related Support Services, 3.3 GPA
BMO Harris Bank July 2012 - Present
Wachovia, A Wells Fargo Company January 2009 - May 2012
Wachovia Bank October 2007 - January 2009
EXPRESS May 2006 - October 2007
Skills
Consumer Lending, Loans, Banking, Lines Of Credit, Credit, Small Business Lending, Retail Banking, Refinance, Cross Selling, Cash Management, Performing, Singing, Acoustic Guitar, Residential Mortgages, Home Equity Lines of..., Mortgage Lending, Loan Origination, Merchant Services, Branch Banking, Personal Banking, Credit Cards, Home Equity, Teller Operations, Relationship Management, AML, Banking Relationships, Home Equity Loans, Sales, Small Business, Customer Service
Education
Stetson University
Accounting and Business/Management
Seminole State College
Oritani Bank May 2010 - Present
North Jersey Community Bank September 2007 - May 2010
Wachovia Bank May 1983 - September 2006
Skills
Commercial Lending, Credit, Banking, Credit Analysis, Commercial Banking, Finance, Commercial Mortgages, Loans, Retail Banking, Financial Risk, Underwriting, Small Business Lending, Asset Based Lending, Consumer Lending, Lines Of Credit
Education
University of Wisconsin-Madison - School of Business 1986 — 1988
Graduate Degree in Real Estate Finance
Seton Hall University 1980 — 1983
BS-Finance
STATE AUTO INSURANCE COMPANIES January 1993 - Present
WACHOVIA BANK January 1990 - January 1993
Education
South University
Associate Degree, Secretarial Science
Voorhees College
Bachelor of Science, Organizational Management
Wells Fargo March 2012 - Present
Wells Fargo Bank February 2010 - March 2012
Wachovia Bank August 2004 - February 2010
Education
Southern Illinois University, Carbondale 2000 — 2004
BS, MIS
BCBS / Compugroup Medical / HealthPort, LLC May 1998 - May 2011
Wachovia Bank November 1997 - June 1999
Education
South Carolina State University 1989 — 1995
Bachelor of Science, Accounting
Broadway Bank July 2011 - Present
Wachovia Bank September 2004 - June 2011
Skills
Loans, Consumer Lending, Retail Banking, Credit, Banking, Commercial Lending, Commercial Banking, Team Building, Small Business Lending, Mortgage Lending, Coaching/Mentoring
Education
Southeastern Louisiana University 1988 — 1993
Bachelor's degree, Elementary Education/Early Childhood Educataion
World Pay US Risk Loss Avoidance SpecialistWorld PayDecember 2002 - Present
Wachovia Bank April 1979 - November 2001
Education
Spelman College
Wells Fargo Retail Finance June 2012 - Present
Wells Fargo January 2010 - June 2012
Wachovia Bank November 2008 - December 2009
Wachovia Bank April 2006 - November 2008
Education
Smith College 1981 — 1985
Bachelor of Arts (B.A.), American Studies
NCPSOA 2007 - 2012
Wells Fargo 1996 - 2011
Wachovia Bank September 2007 - March 2010
Wachovia 2001 - 2007
Wachovia 1998 - 2001
Education
St Andrews Presbyterian College 1983 — 1987
Bachelor's degree, Philosophy
Union Bank & Trust May 2006 - Present
Union Investment Services, INC, Raymond James Financial Services May 2006 - Present
Wachovia Bank March 1998 - May 2006
Central Fidelity Bank January 1986 - March 1998
Skills
Small Business Lending, Consumer Lending, Banking, Loans, Retail Banking, Commercial Lending, Branch Management, Commercial Banking, Credit, Mortgage Lending, Lines Of Credit, Credit Analysis, Loan Origination, Cross Selling
Education
Siena College 1982 — 1985
Bachelor of Science (B.S.), Marketing/Management
SUNY Potsdam 1981 — 1982
Harlaxton College, Grantham UK
Wells Fargo July 2015 - Present
Wells Fargo Advisors July 2014 - Present
Wells Fargo August 2012 - July 2015
SunTrust May 2011 - August 2012
RimTyme July 2010 - May 2011
Aaron's, Inc March 2009 - July 2010
Wachovia Bank April 2008 - November 2008
Wells Fargo Financial July 2006 - April 2008
Regions Financial Corporation January 2005 - July 2006
Skills
Banking, Credit, Loans, Customer Service, Finance, Financial Services, Loan Origination, Commercial Banking, Sales, Retail Banking, Lines Of Credit
Education
Troy University 2001 — 2003
Business/Managerial Economics / Political Science
Sandhills Community College 1997 — 1999
International Business / Political Science
Wells Fargo September 1989 - Present
Wachovia Bank August 2003 - December 2009
First Union December 1998 - August 2003
CoreStates Bank September 1989 - December 1998
Mellon Bank June 1980 - August 1989
Skills
Banking, Loans, Risk Management, Customer Service, Mortgage Lendingw, Management, Financial Services, Leadership
Education
Shippensburg University of Pennsylvania 1976 — 1980
Bachelor's degree, Finance and Financial Management Services