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
OSIsoft March 2008 - February 2010
Wachovia Bank March 2007 - February 2008
World Savings March 2001 - March 2007
MyPrimeTime, Inc November 2000 - March 2001
Monte Vista High School September 1994 - June 1999
Skills
Agile Methodologies, Requirements Gathering, SDLC, Integration, Vendor Management, Program Management, Software Project..., SharePoint, Process Improvement, CRM, Visio, Cloud Computing, Project Management, Business Analysis, Requirements Analysis, Cross-functional Team..., Business Process..., Enterprise Software, Scrum, PMP, Software Development, Business Intelligence, Agile Project Management, Software Documentation, Project Portfolio..., MS Project, Product Management, Business Process
Education
University of California, San Diego
St. Mary's College
Multiple Subject CLAD Credential, Multiple Subject (Elementary) Education
Sherwin Williams May 2012 - Present
Chick-fil-A Restaurants October 2006 - August 2013
UNC Greensboro January 2009 - October 2012
Wachovia Bank May 2007 - July 2007
Skills
Interviews, Customer Service, Customer Satisfaction, Public Speaking, Strategic Communications, Internal Communications, Business Analytics, Customer Relations, Mathematica, Inventory Management, Product Marketing, Microsoft Office, Multitasker, Spanish
Education
Strayer University 2014 — 2016
Master of information systems management, Information Technology
University of North Carolina at Greensboro 2009 — 2013
BA, Business Administration- HR
University of North Carolina at Greensboro 2009 — 2013
BS, Business Administration; Human Resources
Aetna August 2014 - Present
Capital One Bank May 2010 - July 2014
Wachovia Bank June 2005 - March 2010
Best Buy September 2001 - January 2005
Education
Tarrant County College 2005 — 2008
ASSOCIATES, EDUCATION
TEMPLE HIGH
SunTrust Bank September 2014 - Present
SunTrust Bank August 2010 - September 2014
Touchmark National Bank October 2007 - August 2010
SunTrust August 1999 - October 2007
Wachovia October 1996 - August 1999
Wachovia Bank October 1986 - October 1996
Skills
Business Relationship..., Small Business Lending, Private Banking, Branch Management, Treasury and Cash..., Financial Services, Relationship Management, Loans, Portfolio Management, Asset Based Lending, Commercial Lending, Banking, Credit, Investments, Credit Analysis, Branch Banking
Education
Stetson University 1976 — 1980
Bachelor of Arts (B.A.), Sociology
Wells Fargo October 2013 - Present
Wells Fargo May 2012 - Present
Wells Fargo Bank 2010 - May 2012
Wells Fargo September 2006 - May 2010
Wachovia Bank January 2004 - September 2006
Evergreen Investments September 2000 - January 2004
Fiserv May 1998 - September 2000
USMC Reserves May 1991 - May 1999
Skills
Software Documentation, Disaster Recovery, SharePoint, Troubleshooting, Servers, VMware, Security, Databases, Windows, Operating Systems, Microsoft SQL Server, System Administration
Education
Temple University 1991 — 1997
BFA, Computer Animation, Animation, and Graphics Arts and Design
ADT Security Services May 2012 - Present
Bank of America October 2007 - November 2011
Wachovia Bank July 2006 - September 2007
Bank of America Merrill Lynch March 2004 - January 2006
Skills
Executive Pay, 401k, Deferred Compensation, Incentive Programs, HRIS, Vendor Management, Securities, Payroll, Microsoft Excel, Sarbanes-Oxley Act, Options, Accounting, Finance, Financial Services, Series 63, Series 7, Customer Service, Stocks, Microsoft Office, Retirement Planning
Education
University of Phoenix
Bachelors of Science, Finance
State University of New York College of Agriculture and Technology at Cobleskill 1994 — 1996
Associate of Arts, Social Sciences
Wells Fargo April 2008 - Present
Wachovia Bank 2005 - 2007
Dell 2000 - 2005
Austin Semiconductor 1994 - 2000
Minco Technology Labs, LLC 1987 - 1992
Skills
Business Analysis, Technical Support, Process Improvement, Analysis, Budgets, Business Process..., Customer Service, Management, Microsoft Excel, Microsoft Office
Education
University of Phoenix 2003 — 2005
MBA, Business Management
St. Edward's University 1995 — 1999
BBA, Business Management
North Carolina Commissioner of Banks September 2013 - Present
Fannie Mae February 2011 - September 2013
HomEq Servicing October 2001 - November 2010
Wachovia Bank July 1998 - September 2001
Skills
Portfolio Management, Default, Loss Mitigation, Asset Managment, Capital Markets, Mortgage Servicing, Credit Risk, Valuation, MBS, Foreclosures, Bankruptcy, Investor Relations, FNMA, Relationship Management, Business Analysis, Business Strategy, Risk Management, Performance Tracking &..., Complex Problem..., Highly detail oriented, Business Relationship..., Writing, Oral & Written..., Multi Tasking, Project Analysis
Education
Strayer University-North Carolina 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
SunTrust Bank August 2012 - Present
SunTrust Bank March 2010 - August 2012
Spherion September 2009 - February 2010
SunTrust Banks, Inc. September 2008 - June 2009
Wachovia Bank August 2006 - September 2008
Wachovia Bank October 2005 - August 2006
Wachovia Bank February 2003 - October 2005
SunTrust Banks, Inc. November 2001 - January 2003
SunTrust Banks, Inc. January 1999 - January 2001
SunTrust Banks, Inc. January 1993 - January 1999
Skills
Notary Public, Outlook, Word, Excel, Customer Service, Banking, Microsoft Excel, Real Estate, Leadership, Management, Asset Management, Microsoft Word, Sales, PowerPoint, Negotiation, CRM
Education
ABA National Trust School Graduate, 2012 — 2012
Banking and Financial Support Services
St. Cloud State University 1982 — 1985
Associate of Arts (A.A.), Business Administration
SunTrust Bank March 2014 - Present
Fifth Third Bank January 2013 - March 2014
Fifth Third Bank January 2010 - December 2012
Fifth Third Bank January 2008 - January 2010
Wachovia Bank 1999 - December 2007
SunTrust Bank 1997 - 1999
Skills
Credit, Banking, Loans, Credit Analysis, Portfolio Management, Financial Analysis
Education
St. Lawrence University
BA, Economics
Alliance for Shared Values July 2012 - Present
Tangoe January 2010 - June 2012
Greenfield Online April 2008 - December 2009
Wachovia Bank October 2005 - July 2007
Skills
Strategic Communications, Public Relations, Business Analysis, Project Management, Organizational..., Organizational..., Organizational..., Organization &..., Public Speaking, Media Relations, Telecommunications, Telecom Expense..., Client Relations Skills, Management, Analysis, Research, Microsoft Office, Vendor Management, Social Media, Nonprofits
Education
New York University 2013 — 2015
Master of Science (M.S.), Public Relations & Corporate Communications, 3.95
Temple University 2001 — 2005
BA, Finance, Real Estate
BIOTRONIK March 2013 - Present
Merchants Food Service March 2012 - August 2012
JM Wireless June 2010 - January 2012
Wachovia Bank January 2008 - August 2008
Verizon Wireless February 2004 - January 2008
Skills
Customer Service, Sales, Training, Sales Management, Market Development, Investments, Medical Devices, Management, Marketing, Team Building, Account Management, Sales Operations, Direct Sales, Product Launch, Sales Presentations, New Business Development, Finance, Leadership, Strategic Planning, Hospitals, Accounting
Education
Arrhythmia technologies institute
Cardiac rhythme management
University of Mississippi
Bachelor of Arts (BA), Marketing/Marketing Management, General
State College of Florida-Manatee-Sarasota
Associate, Business Management
Banc of America Leasing September 2011 - Present
Fifth Third Bank January 2009 - September 2011
Wachovia Bank October 2008 - January 2009
Washington Mutual December 2007 - August 2008
Wachovia Bank February 2005 - December 2007
Skills
Treasury Management, Credit Analysis, Customer Relations, Coaching, Excel, Healthcare, Account Management, Negotiation, Microsoft Office, Planning, Problem Solving, Public Speaking, Team Building, Microsoft Excel, Customer Service, Treasury Services, Business Development, Commercial Banking, Project Planning, Banking, Leadership, Loans, Management, Cash Management, Credit, Finance
Education
St. Petersburg College 2004 — 2008
BS, Banking
Wells Fargo July 2009 - Present
Wells Fargo March 2011 - October 2011
Wachovia Bank September 2007 - July 2009
Wachovia Bank June 2006 - September 2007
Sweet Briar College September 2004 - May 2006
Student Programming Office August 2003 - May 2006
Sweet Briar College Alumnae Office May 2005 - September 2005
Congressman Edward Schrock May 2004 - August 2004
Senator John Warner May 2003 - August 2003
Skills
Customer Service
Education
Sweet Briar College 2002 — 2006
BA, Economics & Government
Coastal Asset Management, LLC January 2006 - Present
Carriage House Apartments, Inc. January 1996 - September 2011
The Coastal Bank June 1996 - April 2002
Wachovia Bank June 1990 - December 1991
First American Bank, Formally National Bank of Georgia April 1986 - June 1990
Skills
Real Estate Development, Raw Land Sales, Timber, Real Estate, Real Estate Transactions, Certified Occupancy, Phoenix Real Estate, First Time Home Buyers, 55+ Communities, Coastal Properties, Executive Homes, Certified Relocation, Land Assembly, Property Finding
Education
The University of Georgia 1981 — 1986
Bachelor of Science, Consumer Economics
Stephens College 1980 — 1981
Fashion Merchandising
Commonwealth Capital Corp. October 2008 - Present
Life Brokerage Partners 2006 - 2008
Wachovia Bank 2004 - 2006
TAMCO 1995 - 2004
Skills
Account Management, Strategic Planning, Financial Reporting, Strategic Partnerships, Management, Team Leadership, Process Improvement, Customer Service, Term Life Insurance, Finance, Negotiation, Financial Analysis, Asset Management, Portfolio Management, Leadership, Risk Management, Sales, Insurance, Investments
Education
St. Petersburg College
Business
University of Maine
Business
National Fixture Supply, Inc. May 2010 - Present
B2B Internet Advertising June 2010 - April 2011
Web101 Development November 2008 - May 2010
Big Iron Inc June 2008 - October 2008
Brock MacNeill Consulting & Marketing June 2007 - May 2008
Wachovia Bank January 2002 - June 2006
ElearnBMCS, Website Design & Computer Training January 2002 - June 2006
McCormick & Schmick's 2004 - 2005
Skills
SEO
Education
Strayer University 2008 — 2015
BS, Computer Information Systems
Lowe's Companies, Inc. January 2015 - Present
SunGard Consulting Services May 2013 - October 2014
Pontoon Solutions November 2012 - May 2013
Springleaf Financial Services August 2011 - October 2012
Wegmans Food Markets March 2009 - June 2012
Wachovia, A Wells Fargo Company February 2007 - July 2011
Wachovia Bank June 2005 - February 2007
Kohl's Department Store June 2003 - November 2004
Skills
Banking, Customer Service, Microsoft Office, Loans, Consumer Lending, SharePoint, Fieldglass, Customer Satisfaction, Outlook, Notary Public, Behavioral Interviewing, Life & Annuities License, Planview, Executive..., Auditing, Travel Arrangements, Expense Reports, Office Management, Coaching / Mentoring
Education
Syracuse University 2000 — 2003
BS
Syracuse University - Martin J. Whitman School of Management 2000 — 2003
BS
Fayetteville-Manilus HS 1994 — 1998
BYL Risk Management March 2005 - Present
Wachovia Bank August 1991 - March 2005
Financial Collection Agencies August 1986 - August 1991
Skills
Change Management, Customer Acquisition, Business Analytics, Auditing, Customer Experience, Process Management, Salesforce.com, Call Centers, Risk Management, Outsourcing, Credit, Business Process..., Process Improvement, Leadership, Executive Management, Financial Services, Strategy, Team Building, Project Management, Banking, Customer Service, Operations Management, Credit Cards, Analytics, Management, CRM, Business Strategy, Project Planning, Vendor Management, Call Center, Management Consulting, Business Development, Finance, Budgets, Forecasting, New Business Development, Strategic Planning
Education
Temple University
Finance
BB&T December 2014 - Present
Wells Fargo April 2009 - November 2014
Wells Fargo April 2002 - March 2009
Wachovia Bank July 1998 - March 2002
Barnett Bank January 1986 - July 1998
Skills
Commercial Lending, Commercial Mortgages, Portfolio Management, Loans, Real Estate, Credit Analysis, Loan Origination, Credit, Commercial Banking, Banking, Underwriting, Mortgage Lending, Real Estate Financing, Construction Loans, Credit Risk, Leadership, Financial Structuring
Education
Stetson University 1984 — 1986
MBA, Business
The Ohio State University - The Max M. Fisher College of Business 1980 — 1984
BS, Business Finance
Upper Arlington 1976 — 1980
Strayer University January 2013 - June 2013
Wells Fargo December 2009 - December 2012
Wachovia August 2008 - December 2009
Aon Hewitt November 2005 - August 2008
Wachovia Bank March 2000 - October 2005
First Union National Bank September 1997 - February 2000
First Union National Bank March 1994 - August 1997
Naval Special Warfare Group TWO March 1990 - January 1994
Skills
Technical Writing, User Acceptance Testing, Visio, SharePoint, SnagIt, Software Documentation, SDLC, Instructional Design, Business Analysis, Lotus Notes, MS Project, Quality Assurance, Outlook, Requirements Analysis, Banking, Access, Vendor Management, ADDIE, E-Learning, Leadership, Training, Program Management, Performance Consulting, Content Management, Instructor-led Training, Blended Learning, Learning Management..., Training Delivery, Learning Management, Management, Integration, Cross-functional Team..., Analysis, Disaster Recovery, Call Centers, Troubleshooting, Human Resources, Technical Documentation, Needs Analysis, Dreamweaver, Technical Training, Information Technology
Education
Strayer University 2011 — 2014
Master's Degree
Strayer University (VA) 2008 — 2011
BSIS
St. Mary's College of Maryland 1981 — 1982
ESSEX BANK October 2010 - Present
Village Bank January 2007 - October 2010
First Capital Bank October 2004 - January 2007
Wachovia Bank 1996 - October 2004
Wachovia Bank January 1996 - April 2004
Skills
Small Business Lending, Consumer Lending, Credit Analysis, Loan Origination, Lines Of Credit, Underwriting, Portfolio Management, Financial Analysis, Asset Based Lending, Commercial Mortgages, Refinance, Construction Loans, Risk Management, Credit Risk, SBA, Personal Development, Loans, Commercial Lending, Commercial Banking, Credit
Education
Banking School 1998 — 2009
Advanced, Bank Operations
State University of New York College at Oswego 1985 — 1993
Business, Marketing, Economics
Appalachian State University August 2014 - Present
dfc@1123.hotmail.com July 2010 - Present
Wells Fargo January 2008 - July 2010
Wachovia Corporation January 2007 - December 2007
Wachovia Bank June 2000 - December 2006
First Union/Wachovia Corporation May 1995 - June 2000
First Union National Bank 1995 - 2000
PNC May 1994 - May 1995
Barnett Bank May 1989 - May 1994
Burdines, Federated Department Stores June 1979 - June 1989
Skills
Customer Experience, Mergers, Budget Management, Acquisition Integration, Strategic Planning, Budgets, Sales, Customer Service, Segmentation, Marketing, Program Management, Analytics, Marketing Strategy, Mergers & Acquisitions, Leadership, Strategy, Training, Integrated Marketing, Public Relations, Brand Management, Recruiting, Vendor Management, Advertising, Social Media, Process Improvement, Online Marketing, Management, Integration, Banking, Financial Services, Executive Management, Branding & Identity, Business Planning, Forecasting
Education
University of Phoenix 2011 — 2013
Master of Business Administration (MBA), Honors
University of Phoenix 2003 — 2005
BS, Accounting
St. Petersburg College 1978 — 1980
AA, Business Administration
SunTrust Robinson Humphrey 2015 - Present
Lloyds Bank 2010 - 2015
ANZ Investment Bank 2009 - 2010
Morgan Stanley 2007 - 2008
Wachovia Bank 1999 - 2007
Standard Chartered Bank 1996 - 1998
AIG 1994 - 1996
Skills
FX Options, Capital Markets, Hedging, Derivatives, Interest Rate..., Foreign Exchange, Swaps, Commodity, Hedge Funds, Corporate Finance, Risk Management, Credit Risk, Asset Management, Financial Markets, Banking, Financial Risk
Education
Syracuse University 1991 — 1993
B.S.
Wachovia Bank SVPWachovia2004 - Present
Barclays 2010 - 2012
Hixson Associates 2004 - 2007
JPMorgan Chase November 1999 - June 2004
Canada Trust 1996 - 1999
First Union National Bank 1994 - 1996
American Express May 1989 - May 1995
Skills
Analytics, Database Marketing, Risk Management
Education
Syracuse University 1979 — 1981
MS, Mathematics
Group 15 Real Estate January 2010 - Present
Peoples Bank October 2008 - January 2010
Rohan Mortgage January 2000 - October 2008
Wachovia Bank 1998 - 2000
Bank of America 1996 - 1998
Skills
Property Management, Investment Properties, Spanish, Real Estate Transactions, Real Estate
Education
Taylor University 1990 — 1994
Bachelor of Arts, History
Wheaton North High School 1985 — 1989
DHG Wealth Advisors August 2009 - Present
Raymond James Financial April 2007 - August 2009
Wachovia Bank March 2004 - April 2007
Wachovia Bank September 1999 - February 2004
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Investment Advisory, Investment Management, Asset Managment, Retirement Planning, Strategic Financial..., Wealth Management..., Insurance, Asset Management, Risk Management, Commercial Lending, Wealth
Education
Stetson University 1995 — 1999
BBA, Finance
LEAD VIRGINIA January 2015 - Present
Virginia Commonwealth University March 2014 - January 2015
University of Richmond June 2008 - October 2013
University of Richmond November 2005 - June 2008
Wachovia Bank June 2000 - May 2005
Skills
Higher Education, Event Planning, Student Development, Public Speaking, Student Affairs, Event Management, Community Outreach, Customer Service, Fundraising, Volunteer Management, PowerPoint, Microsoft Office, Nonprofits, Supervisory Skills
Education
Strayer University 2015 — 2018
Master of Business Administration (M.B.A.), Human Resources Development
University of Richmond 2011 — 2014
Bachelor's degree, Liberal Arts and Human Resources
University of Richmond 2006 — 2011
Associate's degree, Liberal Arts
Midlothian High School 1990 — 1994
High School Diploma
Strayer University
Blue Plate Restaurant Company June 2013 - Present
National American University 2013 - June 2014
Wachovia Bank 2009 - 2010
Skills
Leadership, Deadline Oriented, Creative Solutions, Communication, Sales, Team Building, Team Leadership, Teamwork, Independent Thinking, Inquiry-based Learning, Social Media, PowerPoint, Public Speaking, Time Management, Problem Solving
Education
College of St. Catherine 2010 — 2014
Bachelor's Degree, Business Administration and Management, General
Stetson University College of Law August 2014 - Present
Bay Area Legal Services 2015 - 2015
Bay Area Legal Services 2015 - 2015
Bay Area Legal Services 2015 - 2015
North American Breweries, Inc. May 2014 - August 2014
Florida Fund for Minority Teachers January 2013 - May 2013
Florida Alternative Breaks May 2012 - May 2013
Alpha PRoductions August 2011 - May 2013
Wells Fargo May 2011 - August 2011
Wachovia Bank May 2010 - August 2010
Skills
Legal Research, Legal Writing, Legal Documents, Family Law Forms, Marketing Strategy, Social Media Marketing, Facebook, Concept Design, Press Releases, Individualization, Maximizer, AP Style, Hootsuite, Tumblr, Microsoft Office, Public Interest..., Conceptualization, Advocacy, Empathy, Ideation, Positivity, Adaptability, iMovie
Education
Stetson University College of Law 2014 — 2017
Juris Doctor, Law
University of Florida 2009 — 2013
Bachelor of Science (B.S.), Public Relations
Wells Fargo June 2012 - Present
Wells Fargo January 2011 - June 2012
Wells Fargo January 2011 - June 2012
Wachovia, A Wells Fargo Company August 2009 - December 2010
Wachovia Bank December 2000 - August 2009
Parks Consulting May 2000 - December 2000
MCI WorldCom 1999 - 2000
Oracle 1998 - 1999
GTE Government Systems 1993 - 1998
ANSER 1988 - 1993
Skills
Process Improvement, Analysis, Management, Project Management
Education
Strayer University-Maryland 2006 — 2010
Master's, Public Administration
The George Washington University - School of Business
Masters Certificate, Project Management
Strayer University
BS, Business, Accounting
Syracuse University November 2012 - Present
Infinity Home Mortgage June 2011 - October 2012
Susquehanna Bank August 2009 - September 2011
TD Bank USA November 2006 - September 2008
Wachovia Bank June 2003 - November 2006
Assured Mortgage February 2003 - September 2003
Vitnage Mortgage Corp. February 2000 - February 2003
New York Jets April 1999 - August 1999
Education
Syracuse University 1994 — 1998
B.S., Communication
Delsea Regional High School
ICMA-RC March 2015 - Present
Intuit, Inc. September 2011 - September 2014
The Written Mirror, Inc January 2009 - June 2014
Miami Dade College August 2009 - August 2011
Wachovia Bank February 2007 - July 2009
JPMorgan Chase June 2005 - February 2007
Marshall Fields August 2002 - August 2004
Sports International Challenge - European Tour July 1998 - July 1998
Loyola Academy July 1997 - June 1998
Skills
Customer Service, Microsoft Office, Leadership, Copy Editing, Loans
Education
Syracuse University 2004 — 2005
Graduate studies, Liberal Arts
Syracuse University 1998 — 2002
BA, Religion
University of Cambridge
PNC Wealth Management December 2011 - Present
Charles Schwab March 2004 - December 2011
Wachovia Bank 2002 - 2004
Citigroup 1987 - 2001
Skills
Relationship Management
Education
Stony Brook University 1983 — 1987
St. Edmunds High School 1979 — 1983
Magic Whiteboard Products July 2012 - Present
League of Southeastern Credit Unions November 2004 - July 2012
Credit Union Movement October 2004 - July 2012
Leagueof Southeastern Credit Unions 2004 - 2011
Florida Credit Union League 2004 - 2009
Wachovia Bank November 1988 - November 2001
Skills
Consumer Lending, Strategic Planning, Compliance, Credit Unions, Leadership Development, Coaching, Credit, Team Building, Customer Relations, Sales Management, Banking, Underwriting, Loans, Employee Relations, Mentoring, Customer Service, Mortgage, Mortgage Lending, New Business Development, Executive Management, Change Management
Education
St Petersburg College
The TemPositions Group of Companies February 2012 - Present
Global Employment Solutions July 2011 - January 2012
Infinity Consulting Solutions August 2010 - May 2011
Aerotek Professional Services April 2007 - August 2010
Bank of America Global Wealth Management 2005 - 2007
Wachovia Bank 2003 - 2005
Citi Group December 2000 - March 2003
Skills
Sales Management, Budget Management, Financial Analysis, Customer Relations, Operations Management, Strategic Planning, Risk Management, Market Research, Recruiting, Customer Service, Leadership, Budgets, New Business Development, Banking, Finance, Account Management, CRM, Performance Management, Forecasting, Relationship Management, Time Management, Business Development, Coaching, Temporary Placement, Contract Recruitment, Temporary Staffing, Executive Search, Contract Negotiation, Strategy, Customer Retention, Talent Management, Staffing Services, Negotiation, Analysis, Training, Vendor Management, Applicant Tracking..., Sales, Human Resources, Organizational..., Sourcing, Mergers & Acquisitions, Management, Talent Acquisition, Program Management, Technical Recruiting, Process Improvement, Employee Benefits, Salesforce.com, Cold Calling
Education
State University of New York College at Oneonta 1995 — 1999
BS, Economics
Minisink Valley 1991 — 1995
Russell Trading Counsel Solutions September 2015 - Present
BP April 2013 - Present
Mercuria Energy Trading, Inc. November 2009 - December 2012
Mitsui & Co. Energy Risk Management (U.S.A.), Inc. April 2008 - November 2009
Hess Corporation December 2007 - March 2008
Hess Corporation October 2005 - December 2007
Wachovia Bank June 2003 - September 2005
TECO Energy 2001 - 2003
Mirant 2000 - 2001
Skills
Energy, Commodity Markets, Mergers, Joint Ventures, Corporate Governance, Commodity, Natural Gas, Corporate Law, Energy Markets, Derivatives, Risk Management, Equities, Renewable Energy, ISDA, Trading, Options, Hedge Funds, Energy Law, FX Options, Mergers & Acquisitions, Financial Risk, Securities, Project Finance, Hedging, Structured Finance, Electricity Markets, Settlement, Due Diligence, Portfolio Management, Financial Structuring, Petroleum, Capital Markets, Structured Products, Swaps, Dodd-Frank, Finance, Emerging Markets, Energy Industry, Restructuring
Education
Tulane University Law School 1996 — 1999
Doctor of Law (JD), European Union Law
Oxford University
State University of New York College at Buffalo
IBERIABANK May 2013 - Present
Trustmark Bank May 2008 - April 2013
Wachovia Bank February 2006 - May 2008
AmSouth Bank 2002 - February 2006
Wells Fargo Financial 1998 - 2002
AAA Inspection Services Inc 1995 - 1998
Skills
Real Estate, Loans, Investments, Deposits, Cash Management, Business Strategy, Commercial Banking, Commercial Lending, Commercial Finance, Asset Based Lending, Commercial Mortgages, Mortgage Lending, Small Business Lending, Finance, Financial Services, Banking, Leadership, Small Business, Credit Risk, Credit, Credit Analysis, Treasury Management, Management, Wealth Management, Lines Of Credit, Consumer Lending, Underwriting, Portfolio Management, Retail Banking, Insurance
Education
The Southeastern School of Commercial Lending 2012 — 2012
Completion, Banking and Financial Support Services, A
Strayer University 2003 — 2007
MBA, Business
The University of Memphis 1994 — 1998
BBA, International Business
HCL America November 2014 - Present
HCL America January 2014 - November 2014
HCL Americas January 2011 - January 2014
HCL Americas November 2009 - January 2011
Infosys Technologies Ltd March 2007 - November 2009
Wachovia Bank 2008 - 2008
GE June 2000 - March 2007
Skills
Program Management, Project Governance, Project Management, Change Management, Business Strategy, Business Development, Team Building, Leadership, Software Project..., SDLC, PMP, Global Delivery, Requirements Analysis, Agile Methodologies, Product Lifecycle..., Software Development, Strategy, CRM, Enterprise Software, Project Planning, Management, SOA, Six Sigma, Project Portfolio..., Consulting
Education
Stanford University 2010 — 2010
SCPM, Advanced Project Management
Sri Venkateswara University 1994 — 1998
B. Tech, Electrical and Electronics Engineering
VR College 1992 — 1994
Intermediate, Maths, Physics, Chemistry
Swamidoss English Medium High School 1981 — 1992
SSC
TIAA-CREF September 2012 - Present
Nead Custom Putters January 2010 - March 2014
Wells Fargo February 2010 - September 2012
Wachovia Bank March 2004 - February 2010
Wachovia Bank December 2003 - March 2004
Wachovia Bank June 2002 - December 2003
Skills
Disaster Recovery, Information Security, Testing, Six Sigma Green Belt, Information Technology, Analysis, Business Continuity, Marketing, Communication, Leadership, Marketing Strategy, Social Media Marketing, Advertising, Business Continuity..., Sports Marketing, Facebook, Trade Shows, Product Marketing, Visio, Entitlements, Access Control, Identity Management, Access, Vendor Management, Technical Support, Process Improvement, Customer Service, Databases, Risk Management, SDLC, SharePoint, Requirements Analysis, SQL, Microsoft Office, Microsoft Excel, Business Analysis
Education
Strayer University-North Carolina 2008 — 2010
Western Carolina University 1998 — 2002
Bachelor of Science (BS), Computer/Information Technology Administration and Management
Lauren F Hall Professional Counseling Services March 2013 - Present
UNC Charlotte Career Center January 2011 - June 2013
Wachovia 1995 - 2008
Wachovia Bank 1995 - 2008
Bank of America 1988 - 1995
Bill Graham Presents 1988 - 1991
Skills
Counseling, Coaching, Resume Writing, Interviewing, Career Counseling, Psychology, Leadership Development, Counselling, Organizational..., Mentoring, Executive Coaching, Team Building, Employee Relations, Program Evaluation, Performance Management, Workshop Facilitation, Program Development, Mental Health, Leadership, Career Development, MBTI, Employee Engagement, Community Outreach, Human Resources, Nonprofits, Interviews, Psychotherapy, Counseling Psychology, Employee Training, Training, Conflict Resolution, Staff Development, Family Therapy, Social Networking, Crisis Intervention, Social Services, Job Search Strategies, Management
Education
University of North Carolina at Charlotte 2010 — 2012
M.A., Clinical Mental Health Counseling w/ Substance Abuse specialization
Teachers College of Columbia University 1983 — 1984
M.A., Organizational Psychology
The University of Georgia 1979 — 1982
B.A., Psychology
Google January 2014 - Present
Verizon Wireless September 2005 - January 2014
Wachovia Bank March 2005 - September 2005
Infosys May 2004 - December 2004
Indusa January 2001 - April 2004
Skills
java, JSP, Servlets, Struts, XML, JavaScript, css, html, Photoshop, Hibernate, WebSphere Application..., RAD, MKS Integrity, Messaging queue, Eclipse, Oracle SQL, Unix Shell Scripting, textpad, ultraed, Araxis Merge, Beyond Compare, XML Spy, Secure CRT, Firebug, iRise, Toad, CQ5, JSON, JSONP, Microsoft project plan, Web Services, Spring IOC, Agile Methodologies, J2EE, JSP, Servlet,..., CSS, Java, SOAP, MS Project, Unix, AJAX, HTML
Education
Stevens Institute of Technology 2009 — 2013
Master's degree, Management Information Systems, General
north gujarat university 1997 — 2001
Bachelor's degree, Computer Science
Aerotek April 2015 - Present
Aflac March 2015 - March 2015
Midcontinent Communications May 2014 - March 2015
Washington National Insurance Company October 2013 - April 2014
Windwalker Transportation January 2013 - October 2013
Swift Transportation September 2012 - January 2013
Morgan Stanley Smith Barney March 2011 - September 2012
Independence Planning Group October 2009 - April 2011
Wachovia Bank November 2006 - October 2009
The Hartford -AARP Healthcare Options November 2002 - November 2006
Skills
Financial Planning, Investments, Retirement Planning, Wealth Management, Insurance, Asset, Estate Planning, Securities, Small Business, Customer Service, Banking, Economics, Protection, Investment Strategies, Long Term Care, Financial Advisory, Employee Benefits, Health Insurance, Sales, Sales Management, Agribusiness, Strategic Financial..., Disability Insurance, Portfolio Management
Education
Temple University 1984 — 1990
BA, History, Economics
Upper Dublin High School 1980 — 1984
inVentiv Health April 2011 - Present
Wachovia Bank March 2006 - January 2009
Bank of America March 2006 - January 2009
Education
St. Edward's University 2008 — 2010
Organizational Communications
St. Edwards University/New college
Organizational Communications
The University of Texas at San Antonio
AJM Consultants April 2007 - Present
AJM Consultants April 2007 - Present
Wachovia, A Wells Fargo Company June 2005 - July 2007
Mortgage Concepts November 2006 - April 2007
Wachovia Bank June 2005 - November 2006
Education
Temple University 2001 — 2005
BS, Finance, Criminal Justice
Pierce Business School
Business Management
ABRA Auto Body & Glass December 2007 - Present
ABRA Auto Body & Glass November 2006 - December 2007
Wachovia Bank October 2005 - November 2006
Education
State University of New York College at Oswego 1997 — 2001
Prosperity Mortgage May 2009 - Present
Wachovia Bank August 1994 - November 2008
Skills
Mortgage Banking, Mortgage Lending, Credit, Loans, Leadership
Education
Syracuse University - Maxwell School 1983 — 1987
Bachelor
Capital One January 2012 - May 2013
ING DIRECT USA November 2009 - January 2012
YMCA 2009 - 2012
ING DIRECT USA April 2007 - November 2009
Wachovia Bank May 2005 - April 2007
Skills
Six Sigma, Business Workflows, Microsoft Office, Process Management, Microsoft Excel, Microsoft Word, Customer Service, Procedure Development, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Business Writing, Process Improvement, Change Management, Leadership Development, Organizational..., Peer Mentoring, Operations Management, Policy, Analysis, Leadership, Coaching
Education
Wilmington College 2011 — 2013
Master of Business Administration (MBA), Organizational Leadership
Temple University 2001 — 2005
Bachelor's degree, Physical and Biological Anthropology
Biro Business Protocol Services, Inc. January 2015 - Present
1199 NUHHCE/AFCME October 2011 - 2014
IPA/IBA INTERNATIONAL ASSOCIATES PROFIT, Inc February 2010 - July 2011
THE WORLD BANK/IFC/CIC-Investment Climate February 2009 - December 2009
THE WORLD BANK/ AFTSN-AFT March 2008 - February 2009
Wachovia Bank January 2005 - January 2007
Skills
Business Analysis, Business Strategy, Business Planning, Budgets, Financial Analysis, Fundraising, International Business, Project Management, Emerging Markets, Management Consulting, Policy Analysis, Politics, Nonprofits, International Relations, Budgeting, Policy, Program Management, Microsoft Office
Education
Strayer University 2013 — 2015
MBA, Project Management/ Finance
Strayer University 2001 — 2006
Bachelor of Applied Science (B.A.Sc.), International Business/Minor in Economic. Strayer University Arlington, VA
Surry Co. Dept of Social Services November 2012 - Present
Surry County Health and Nutrition Center September 2004 - October 2012
Wachovia Bank 1983 - 1996
Skills
Customer Service, Fundraising, Microsoft Office, Healthcare, Hospitals, Microsoft Excel, Administrative..., Microsoft Word, Outlook, Administration, Community Outreach, Access, Data Entry, Public Speaking, Cpr Certified, PowerPoint
Education
Surry Community College 1980 — 1982
AAS, General Office Tech
Surry Community College, Dobson NC 1980 — 1982
AAS, General Office Tech
East Surry High School 1976 — 1980
High School Diplmoa
Wells Fargo August 2010 - Present
Wachovia Bank May 2005 - August 2010
SouthTrust Bank October 2002 - May 2005
Republic Bank/BB&T Bank November 1996 - October 2002
Skills
Customer Service, Compliance, Accounting, Account Reconciliation, Auditing, Accounts Receivable, Finance, Analysis, Human Resources, Banking, Retail Banking, Credit, Consumer Lending, Risk Management, Sales, Budgets, Public Speaking, Team Building, Leadership, Management
Education
Webster University 2006 — 2008
Masters, Business Administration
University of South Florida 2000 — 2003
Bachelors, Accounting
State College of Florida-Manatee-Sarasota 1995 — 1997
Associates, Accounting
NorthStar Transportation October 2010 - Present
LSI Title Co. November 2012 - January 2014
Barclays Capital July 2008 - October 2010
Wachovia Bank March 2005 - June 2008
The Money Store/HomEq Serivicing August 1997 - April 2005
Skills
Financial Analysis, Project Management, Credit, Portfolio Management, Performance Management, Management, Microsoft Excel, Banking, Operations Management, Loan Origination, Team Building, Program Management, Business Process, CRM, Contract Negotiation, Strategic Planning, Budgets, Customer Service, Leadership, Budgeting, Safety Management..., Safety Compliance, Dispatching, Supply Chain Management, Global Sourcing, Problem Solving, Social Media Marketing, Sales Management, Collections Management, Loans, Finance, Training, Call Centers, People Skills
Education
TechSkills of Sacramento 2011 — 2012
Certificate Program, Medical Information Technology
Sacramento City College
Business Management
University of Califorina, Davis
Military Science
Bank of America April 2012 - Present
Wachovia Bank June 2005 - April 2012
Skills
Coaching, Customer Service, Benefits Administration, Human Resources, Leadership, Software Documentation, Customer Satisfaction, Research, Workshops, Outlook, Talent Acquisition, Lotus Notes, Conflict Resolution, Credit, Microsoft Excel, CRM, Business Analysis, Banking, Call Centers, Risk Management, Management, Training, Microsoft Office
Education
University of Phoenix 2006 — 2008
Master of Business Administration (M.B.A.), Human Resources Management, 3.2
Western Carolina University 2002 — 2005
B.S, Political Science Pre Law
Strayer University
Master of Business Administration (M.B.A.), Project Management, 3.4
Wells Fargo March 2015 - Present
Wells Fargo October 2013 - Present
Wells Fargo July 2012 - October 2013
Wells Fargo January 2010 - August 2012
Wells Fargo March 2012 - July 2012
Wells Fargo August 2010 - March 2012
Wachovia Bank November 2008 - January 2010
Wachovia Bank August 2007 - November 2008
STATE EMPLOYEES CREDIT UNION April 2007 - August 2008
Skills
10 Key, Hands-on Training, Data Entry, Loan Servicing, Customer Service, Cash Balance, Accounts Payable, Accounts Receivable, Account Reconciliation, Coaching, Credit, General Ledger, Finance, Accounting, Leadership, Management, Training, Microsoft Excel, Banking, Team Building, Microsoft Office
Education
Strayer University 2011 — 2014
Associate's degree, Accounting
Wells Fargo January 2011 - Present
Bank of America August 2010 - January 2011
NouvEON Technology Partners December 2008 - August 2010
Wachovia Bank August 2007 - December 2008
TEKsystems January 2007 - August 2007
TEKsystems January 2006 - January 2007
Duke Energy August 2005 - January 2006
TEKsystems October 2003 - August 2005
Skills
Consulting, Recruiting, Leadership, Business Continuity, Banking, Business Development, Strategic Sourcing, Requirements Gathering, Executive Management, Staff Augmentation
Education
State University of New York College at Fredonia 1998 — 2002
Political Science
TIAA-CREF May 2014 - Present
TIAA-CREF May 2012 - May 2014
Wells Fargo Bank October 2010 - June 2011
Wells Fargo Bank December 2009 - October 2010
Wachovia Bank March 2004 - April 2009
US Marine Corps June 1994 - June 2004
Skills
Project Planning, Project Management, ITIL, Requirements Analysis, Servers, Software Documentation, Cross-functional Team..., Strategic Planning, Vendor Management, Management, Process Improvement, Testing, Security, Product Management, Team Building, SharePoint, SDLC, Leadership, Analysis, Business Analysis, Resource Management, Integration, Team Leadership, Infrastructure, Visio, Disaster Recovery, Budgets, Agile Methodologies
Education
Strayer University-North Carolina 2004 — 2005
BS, Computer Networking
Strayer University (VA) 1997 — 1999
BS, Computer Information, Science
Oracle February 2015 - Present
SAP July 2014 - February 2015
Oracle July 2012 - July 2014
Internet Securities, Inc. October 2010 - July 2012
Bloomberg April 2007 - April 2010
Smart-Hose Technologies June 2006 - April 2007
Sovereign Bank April 2005 - April 2006
Wachovia Bank May 2002 - April 2005
Skills
Bloomberg, Solution Selling, Equities, Financial Markets, Competitive Analysis, Finance, Sales Management, Business Development, ERP Oracle, Hyperion Planning, Hyperion Enterprise, Hyperion HFM, Hyperion EPM, JD Edwards, Oracle E-Business Suite, PeopleSoft, Bloomberg Terminal, Bloomberg Software, Sales Cycle Management, Sales Prospecting, Prospecting Skills, Value Selling, Negotiation, Licensing, Software Licensing, Licensing Negotiations, Successful Negotiation, Retail Banking, Commodity Markets, Trust Building, Situational Sales..., Cold Calling Experience, People Skills, SaaS, Sellling Software as a..., Management, Sales, Strategy, Enterprise Software, Business Intelligence, Cloud Computing
Education
Temple University 2000 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Temple University - Fox School of Business and Management 1997 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA)
South Asian Heart Center 2014 - 2015
Upaya - The Solution Inc. August 2005 - April 2013
Wachovia Bank August 2007 - January 2009
Skills
SaaS, Solution Selling, Cloud Computing, CRM, Enterprise Software, Sales Process, •Social media..., Internet marketing •, Business development, •Revenue generation..., •Email Campaigns, •Budget development..., •Exceptional..., •Staff..., Business Development, Email Marketing, Marketing Strategy, Management, Consulting, Marketing, Strategic Partnerships, Sales, Strategy
Education
Lady Irwin College
Stanford University
Tiedemann Trust Company May 2014 - Present
US Army March 2005 - Present
FlightSafety International February 2011 - July 2014
Applied Bank March 2009 - February 2011
Wachovia Bank February 2008 - February 2009
Skills
Information Technology, Customer Service, Policy, Organization &..., Networking, Project Planning, Troubleshooting, Analytical Skills, Time Management, Banking, Flexibility, Adaptability, Highly personable, Microsoft Office, Project Management, Issue Resolution, Weapons, Crisis Management, Civil-military..., Area Studies, Weapons Training, Infrastructure, Analysis, Regional Development
Education
Wilmington University 2009 — 2013
Bachelor of Science (BS), Finance, General
Stetson University 2006 — 2007
Bachelor of Science (BS), Finance, General
Citi October 2013 - Present
BOSC Inc. January 2010 - September 2013
Banc of America Securities May 2006 - March 2009
Wachovia Bank November 2002 - May 2006
Skills
Series 7, Investment Banking, Public Finance, Series 63, Bonds, Bloomberg, Debt, Trading, Fixed Income, Banking, Credit, Derivatives, Due Diligence, Capital Markets
Education
State University of New York College at Buffalo 1999 — 2001
Bachelor of Science, Business
The Law Office of Robert L. Feliciani, III January 2010 - Present
Musi, Malone & Daubenberger, LLP May 2005 - January 2010
Wachovia Bank 2001 - 2004
Wachovia Bank 2001 - 2003
Prudential Financial 1999 - 2001
Skills
Trusts, Estate Planning, Litigation, Estate Administration, Corporate Law, Personal Injury, Elder Law, Insurance, Retirement Planning, Property Law, Investments, Real Estate, Loans, Mutual Funds, Tax, Retirement, Banking, Financial Advisory, Wills
Education
Widener University School of Law 2004 — 2007
JD, Law
Temple University 1997 — 1998
BA, Criminal Justice
La Salle College High School 1989 — 1993
The Clearing House November 2012 - Present
GMS Company January 2008 - Present
Google June 2012 - July 2013
Wachovia Wells Fargo Bank, Winston Salem, NC February 2011 - May 2011
Wachovia Bank January 2007 - November 2009
Wachovia Bank January 2006 - December 2006
Wachovia Bank January 2004 - December 2005
Wachovia Bank January 2002 - December 2003
Skills
Business Analysis, SDLC, SharePoint, Requirements Analysis
Education
SUNY Polytechnic Institute 1979 — 1981
BPS, Business Management and Corporate Finance
Skyway Law Group, P.A. March 2013 - April 2015
Lealman Church of the Nazarene January 2005 - July 2011
New Destiny Ministries, Inc. April 2008 - December 2010
Arthur Rutenberg Homes September 2001 - September 2004
Arthur Rutenberg Homes June 1991 - September 2001
Meritor Savings Bank October 1989 - June 1991
Wachovia Bank 1987 - 1989
First Florida Bank 1986 - 1987
Skills
Organization &..., Highly detail oriented, Confidentiality, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Bookkeeping, Budgets, Customer Service, Financial Reporting, Human Resources, Legal Research, Legal Documents, General Ledger, Payroll, Microsoft Excel, Microsoft Publisher, Microsoft Word, Outlook, PowerPoint, Small Business, Tax, Spreadsheets, Sales, Administration
Education
St. Petersburg College 2014 — 2015
Accounting Applications Certificate (expected completion Fall 2015), Accounting Technology/Technician and Bookkeeping
University of South Florida-St. Petersburg Campus 2002 — 2003
PHR Certified from 2003 to 2006, Society of Human Resources Management
St. Petersburg College 2000 — 2001
Six Mile Charter Academy August 2013 - Present
UDC 2009 - Present
Gartner April 2013 - August 2013
Ave Maria University April 2010 - March 2013
Wachovia Bank 2007 - 2010
HSBC, Household Finance 2003 - 2007
Skills
Public Speaking, Sales, Data Recovery, Network Security, Database Design, Information Technology, Small Business, Web Application Design, Mobile Web Design, Software Development, Analytics, HIPAA, Nonprofits, Management, Microsoft Excel, Fundraising, Training, PowerPoint, Customer Service, Networking
Education
Florida Gulf Coast University 2011 — 2013
Bachelor's Degree, Communications (Marketing), cum laude
SUNY Cortland 1997 — 1998
Psychology
Camden High School
Regents
Allman, Kelly & Willner, LLC October 2013 - Present
Camp Tecumseh 1997 - Present
Law Office of Lee R. Allman 2010 - September 2013
Barclays Wealth and Investment Management May 2011 - December 2012
Wachovia Bank 2007 - 2009
Dugan, Brinkmann, Maginnis and Pace 2000 - 2007
Skills
Estate Planning, Wealth Management, Investments, Strategic Financial..., Securities, Insurance, Portfolio Management, Finance, Litigation, Corporate Law, Wealth Management..., Banking, Investment Management, Wealth, Start-ups
Education
Temple University 2011 — 2015
Master of Laws (LL.M.), Taxation
Villanova University School of Law 1990 — 1993
JD, Law
University of Pennsylvania 1984 — 1988
BA, History
The Episcopal Academy
High School
Wells Fargo October 2006 - Present
Wachovia Bank / Wells Fargo Bank July 2008 - May 2013
Wachovia Bank October 2007 - June 2008
Skills
Google Docs, Microsoft Office Suite..., Windows and Mac..., Internet Applications, Banking and Finance..., Business Development, Strategic Planning and..., General Management and..., Regulatory Compliance..., Customer Service and..., Relationship Management, Growth and Development..., Rapid Conflict..., Organizational..., Microsoft Excel, Loans, Customer Service, Microsoft Word, Outlook, Training, Team Building, Portfolio Management, Analysis, Conflict Resolution, Banking, Investments, Management, Strategic Planning, Program Management, Web Applications, Finance, Sales, Insurance, Leadership, Mortgage Lending, Series 63
Education
College Of Staten Island
Business Administration and Management, General
Sussex County Community College
Business Administration and Management, General
USAA January 2010 - Present
Wachovia, A Wells Fargo Company April 2009 - December 2009
Wachovia Bank June 2007 - October 2009
World Savings April 2006 - June 2007
H-E-B Grocery Company September 2003 - October 2005
H-E-B Grocery Company September 2002 - September 2003
H-E-B October 2001 - September 2002
USAA March 1986 - August 2001
Skills
Process Improvement, Project Management, Management, Microsoft SQL Server, Budgets, Procurement, Supply Chain, SDLC, Business Analysis, Systems Analysis, Visio, Requirements Analysis, SharePoint, Requirements Gathering, Vendor Management
Education
St. Mary's University 1985 — 2001
BAM, Management, Info Systems Mgmt
Texas A&M University
NASCAR May 2013 - Present
Bank of America August 2011 - April 2013
Wells Fargo April 2010 - August 2011
LendingTree 2005 - 2010
Wachovia Bank 1999 - 2004
Skills
Omniture, Data Warehousing, MS Office Suite, Microstrategy, Mediaplex, Web Analytics, Analysis, Analytics, E-commerce, Database Marketing, Google Analytics, Lead Generation, Competitive Analysis, SEM, Affiliate Marketing, Optimization, Digital Marketing, Business Development, E-commerce Optimization, PPC, Mobile Marketing, Management, Campaign Management, Interactive Marketing, Online Marketing, Customer Acquisition, Email Marketing, Multi-channel Marketing, Segmentation, Online Advertising
Education
Saint John Fisher College
B.A. in Communications
Wells Fargo July 2013 - Present
Wells Fargo January 2000 - Present
Wachovia Bank 1999 - 2000
Skills
Team Leadership, Training, Coaching, Leadership, Banking
Education
University of Phoenix 2006 — 2008
BS, Human Service Management
Temple University 1992 — 1994
BS, Science
Wells Fargo Bank March 2005 - Present
Northern Trust September 2002 - March 2005
Wachovia Bank 1995 - 2000
Skills
Underwriting, Credit, Portfolio Management, Loans, Cross Selling, Credit Analysis, Financial Analysis, Management, Commercial Banking, Investments, Financial Modeling, Corporate Finance
Education
St. Olaf College 1991 — 1994
Economics, Finance
William Raveis Real Estate February 2009 - Present
Calcagni Associates August 2008 - January 2010
Wachovia Bank January 2005 - June 2008
Education
St. Xavier School - Delhi
english, physics, chemistry, biology
Bank of America March 2011 - Present
Wells Fargo October 2007 - March 2011
Greater Bay Bank August 2006 - October 2007
Fremont Bank 1998 - 2006
Wachovia Bank June 1988 - June 1998
Ensign Bank of New York January 1988 - June 1988
Summit Bank January 1977 - January 1988
Skills
Credit, Commercial Lending, Small Business Lending, Loans, Banking, Lines Of Credit, Credit Analysis, Mortgage Lending, Commercial Mortgages, Asset Based Lending, Commercial Banking, Retail Banking, Consumer Lending
Education
State University of New York - System 1977 — 1981
LiquidHub October 2014 - Present
The Lindler Consulting Group September 1997 - Present
TTI of USA January 2013 - October 2014
GMAC ResCap (Formerly Ally Bank) April 2011 - January 2013
Keystone Foods LLC March 2007 - January 2011
Capmark Finance Inc. (Formerly GMAC Commercial Mortgage) September 2003 - May 2007
Wachovia Bank September 2003 - August 2005
GMAC Commercial Mortgage June 2000 - September 2003
Barthco International Inc. September 1992 - September 2003
Skills
Process Improvement, Software Documentation, Business Analysis, Visio, SDLC, SharePoint, Vendor Management, Project Management, Access, PeopleSoft, Microsoft Excel, Quality Assurance, Technical Writing, Microsoft Office, Customer Service, Financial Reporting, Analysis, Management, Program Management, Team Building, Training, System Administration, Public Speaking, Social Networking
Education
Smart Learn
Certification, Project Management
Scrum Institute 2014 — 2014
Certification, Scrum Master
Temple University 1994 — 2001
Bachelors, Computer Information Systems, African American Studies
Saint Maria Goretti High 1990 — 1994
Diploma, Liberal Arts
The Learning Tree International
Certification, Crystal Reports Development
Wachovia Bank September 1997 - Present
Wachovia 1997 - 2011
Education
Syracuse University 1983 — 1987
Wachovia Bank 2007 - Present
Performance Physics - Zenta August 2000 - August 2007
Education
Tecnológico de Monterrey 2001 — 2004
MS, Quality and Productivity
Tecnológico de Monterrey 1995 — 1999
BS, Systems and Industrial Engineering
INTL FCStone Inc. August 2015 - Present
BP July 2011 - March 2015
Wachovia Bank 2009 - July 2011
Wells Fargo 2005 - 2009
Neste Oil 1999 - 2005
Neste Oil 1996 - 1999
Neste Oil 1993 - 1996
Neste Oil 1990 - 1993
Skills
Commodity, Trading, Hedging, Commodity Markets, Equities, Energy, Trading Systems, Petroleum, Economics, Market Analysis, Financial Modeling, Financial Markets, Derivatives, Credit Risk, Mergers, Swaps, Portfolio Management, Corporate Finance, Credit, Gas, Options, Series 7, Renewable Energy, Investment Advisory, Risk Analysis, Pricing, Natural Gas, Investments, Electronic Trading, Financial Risk, Fixed Income, Bloomberg, International Business, Banking, Technical Analysis, Finance, Risk Management, Market Risk, Structured Products, Capital Markets, Valuation, Equity Derivatives, Mergers & Acquisitions
Education
Tampere University of Technology
Master of Science (MSc), Industrial Economics
Wells Fargo 2009 - Present
Forsyth Technical Community College January 2013 - May 2013
Wells Fargo 2007 - 2009
Wachovia Bank 2000 - 2007
Wachovia 1997 - 2000
DataMasters 1996 - 1997
Blue Cross Blue Shield of CNY 1989 - 1996
Skills
Databases, Oracle RAC, MySQL, DB2, Oracle, Microsoft SQL Server, Mainframe, Data Warehousing, Disaster Recovery, Oracle Enterprise..., Data Modeling, SDLC, Erwin, ETL, Enterprise Architecture, Software Development, Unix, Requirements Analysis, High Availability, Integration, z/OS, Linux
Education
Syracuse University - Martin J. Whitman School of Management 1988 — 1990
Matriculated MBA - Not Completed, MBA
Syracuse University 1981 — 1985
BS Computer Science
PwC September 2013 - Present
Wells Fargo Bank December 2009 - September 2013
Wachovia Bank November 2006 - December 2009
JPMorgan Chase June 2000 - November 2005
Skills
Credit, Underwriting, Banking, Credit Analysis, Financial Analysis, Loans, Finance, Customer Service, Microsoft Excel, Accounting, Analysis, Coaching, Consumer Lending, Financial Services, Strategic Financial..., Team Building
Education
Winthrop University 2011 — 2013
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte 2009 — 2011
B.S.
State University of New York College at Brockport 1995 — 2000
B.A.
South Shore High School 1991 — 1995
High School Diploma
invites by syd October 2008 - Present
Executive Document Services January 2008 - Present
Wachovia Bank September 1987 - February 2002
Skills
Leadership, Management, Strategic Planning, Marketing, Sales, Strategy, Social Media, Program Management, Customer Service, Marketing Strategy
Education
Washington and Lee University 1985 — 1987
BA, English
Sweet Briar College 1983 — 1985
First Colonial High School
VCU School of Business & School of Business Foundation June 2013 - Present
Virginia Commonwealth University January 2011 - June 2013
Virginia Commonwealth University June 2007 - January 2011
Village Bank October 2005 - June 2007
Wachovia Bank November 2002 - November 2004
Hannaford Bros. Co. 1999 - 2002
Skills
Accounting, Fund Accounting, Customer Service, Financial Reporting, Data Analysis, Budgets, Nonprofits, Forecasting, Microsoft Excel, Finance, Fundraising, Analysis, GAAP, Auditing
Education
Virginia Commonwealth University 2005 — 2007
B.S. & M.Acc, Business: Accountancy
SUNY Empire State College 1998 — 1999
Associate of Science (A.S.), Business management and Economics
First Niagara Bank May 2012 - Present
HSBC October 2007 - Present
Wachovia Bank September 1997 - June 2007
Bank of Boston CT April 1992 - September 1997
Skills
Banking, Portfolio Management, Relationship Management, Loans, Team Building, New Business Development, Commercial Banking, Customer Service, Financial Services, Sales, Management, Commercial Lending
Education
Stonehill College 1975 — 1979
B.S., Marketing/ Management
University of Virginia
BBVA Compass Wealth Management April 2010 - Present
Wachovia Bank April 2005 - November 2009
JPMorgan Chase 1998 - 2005
Skills
Banking, Credit, Portfolio Management, Credit Analysis, Risk Management, Investments, Small Business Lending, Strategic Planning, Commercial Banking, Private Equity, Loans, Commercial Lending, Wealth Management, Financial Services, Business Strategy, Business Development
Education
Stephen F. Austin State University
BBA, Finance
Wells Fargo April 2004 - Present
Wachovia Bank August 1998 - April 2004
Skills
Project Management, SDLC, Business Analysis, PMO, Business Requirements, Project Estimation, Requirements Analysis, Agile Methodologies, Software Project..., Project Portfolio..., Vendor Management, Project Delivery, Quality Assurance, Change Management, Program Management, Banking
Education
St. John's University
Master of Business Administration (MBA), Finance, General
State University of New York at Albany
Bachelor's degree, Economics
Wachovia Bank June 2000 - Present
Wachovia a Wells Fargo Company June 2000 - Present
Wachovia, A Wells Fargo Company 2000 - 2010
World Savings June 2000 - February 2009
Skills
Banking, Commercial Banking, Consumer Lending, Finance, Leadership, Loans, Mortgage Lending, Retail Banking, Small Business Lending
Education
State University of New York - System 1985 — 1986
Half Hollow Hills
Western Union Business Solutions March 2015 - Present
Anti Money Laundering August 2014 - Present
HSBC February 2014 - August 2014
Chinatrust Bank January 2012 - February 2014
Wachovia Bank July 2001 - June 2010
Skills
Finance, Banking, AML, Loans, Credit, Risk Management, Financial Risk, Mortgage Lending, KYC, Commercial Banking, Retail Banking, Operational Risk, Credit Analysis, Credit Risk, Commercial Lending, Mortgage Banking, Loan Origination, Bank Secrecy Act, Anti Money Laundering
Education
SUNY Empire State College 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
State University of New York Empire State College 2006 — 2008
Bachelor's Degree, Management Sciene & Human Behavior
Forsyth Technical Community College June 2008 - Present
Forsyth Technical Community College May 2008 - Present
Wachovia Bank February 1983 - December 2007
Wachovia Bank 1983 - 2007
Wachovia Bank 1983 - 2007
South Carolina National Bank 1983 - 1992
Skills
Databases, SQL, Database Administration, Access, Database Design, Microsoft SQL Server, SharePoint, Programming, Software Documentation, Microsoft Office, Business Analysis, Windows, Data Analysis, Troubleshooting, Project Management, Disaster Recovery, SDLC, Networking, DB2, IMS DB/DC, Enterprise Software, Software Development, Management, Leadership, Computer Hardware, Systems Analysis
Education
University of South Carolina-Columbia 1975 — 1977
Masters, Computer Science
State University of New York College at Geneseo 1971 — 1975
BS, Secondary Education, Minor in Computer Science
Waterloo Central High School 1968 — 1971
The Horace Mann Companies 2014 - Present
Guardian Life Insurance 2008 - 2014
Wachovia Securities 2004 - 2008
Wachovia Bank 2001 - 2004
Wachovia Bank 1999 - 2001
Wachovia Bank 1998 - 1999
JP Morgan Co 1982 - 1997
Skills
Human Resources, Employee Relations, Performance Management, Strategic Planning, Recruiting, Talent Management, Executive Search, Strategy, Risk Management, Management, Mergers & Acquisitions, Leadership, Employee Benefits, Integration, Outsourcing, Succession Planning, Change Management, Leadership Development, Deferred Compensation, Executive Management, Portfolio Management, Finance, Talent Acquisition, Restructuring, Vendor Management, Organizational..., Employee Engagement, Applicant Tracking..., Executive Coaching, Organizational..., Personnel Management, Process Improvement, Management Consulting, Training, Financial Services, HRIS, Organizational Design, Workforce Planning, Onboarding, Executive Pay, Human Capital, Consulting, 401k
Education
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (BS), Marketing
University of Pennsylvania - The Wharton School
Securities Institute of America
Maureen's Cleaning Services 2011 - Present
All Season's Services August 2006 - Present
Wachovia Bank September 2002 - June 2006
Skills
Interviews, Small Business, Management, Sales
Education
Strayer University 2005 — 2007
Wachovia Bank July 2004 - Present
The Goodman Group September 2003 - July 2004
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2004
Wells Fargo April 2013 - Present
Wells Fargo October 2009 - April 2013
Wachovia Bank January 2006 - October 2009
Skills
Visio, Financial Analysis, SharePoint, Financial Risk, Financial Modeling, Change Management, Budgets, Credit
Education
State University of New York College at Cortland 1995 — 1999
Bachelor of Arts (B.A.), Sociology
Max's Wine Dive August 2013 - Present
Wachovia Bank February 2008 - October 2011
Placemark Investments 2004 - 2005
Eaton Vance 2002 - 2003
OFI Private Investments November 1999 - February 2002
Lazard Asset Management April 1992 - November 1999
Skills
Separately Managed..., APL, Managed Accounts, Operations Management, Microsoft Office, Investments, Asset Management, Trading, Client Service, Mutual Funds, Risk Management, Equities, Series 7, Business Analysis, Wealth Management, Customer Relations, Portfolio Management, Due Diligence, Series 63, Strategic Planning, Product Development, Securities, Financial Reporting, Retirement, Asset Allocation, Bloomberg, Retirement Planning, Process Improvement, Budgeting, Banking, Sales Management, Financial Markets, Mergers, Team Leadership, Funding, Process Engineering, New Business Development, Business Strategy, Access, Product Management, Insurance, Excel, Trading Systems, Business Planning, Problem Solving, Cash Management, PowerPoint, Change Management, Asset Managment, Management
Education
State University of New York College at Oswego 1986 — 1990
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Wells Fargo Bank January 2014 - Present
Wells Fargo Bank January 2010 - December 2013
Wachovia Bank 1998 - 2010
HSBC 1987 - 1998
Skills
Portfolio Management, Underwriting, Commercial Banking, Investments, Sales Operations, Mergers & Acquisitions, Risk Management, Finance, Banking, Management, Leadership, Credit, Budgets, Loans
Education
State University of New York at Buffalo - School of Management 1995 — 1997
Master of Business Administration (M.B.A.), Finance and Financial Management Services
State University of New York College at Buffalo 1984 — 1988
Bachelor of Applied Science (BASc), Business Administration and Management, General
Irvin Insurance Agency-Farmers Insurance 2005 - Present
Wachovia Bank 1991 - 2005
Education
Tarrant County College
Finance
Bank of America February 2009 - Present
Wachovia November 2004 - October 2008
Wachovia Bank 2004 - 2008
Wachovia November 2000 - November 2004
Skills
Strategy, Mortgage Banking, Business Development, Cross-functional Team..., Banking, Mortgage Lending, Training, Leadership
Education
St. John Fisher College 1988 — 1991
bs, Business Administration
Wells Fargo January 2012 - Present
Wells Fargo April 2009 - December 2011
Wachovia Bank October 2007 - April 2009
Bank of America July 2004 - October 2007
Bank of America May 2003 - June 2004
Bank of America March 2002 - May 2003
Bank of America March 2001 - March 2002
Bank of America October 1999 - March 2001
Skills
Program Management, Strategic Planning, Architecture, SDLC, Vendor Management, Enterprise Architecture, Risk Management, IT Strategy, Banking, Business Analysis, Process Improvement, Financial Services, Visio, PMP, Portfolio Management, Financial Risk, Relationship Management, Project Management, IT Management, Business Process..., Data Center, Disaster Recovery, ITIL, Management, PMO, Project Portfolio..., Strategy
Education
Stony Brook University 1990 — 1995
BS, Psychology / Biology
Stony Brook University
SAS August 2013 - Present
Wells Fargo & Co. August 2011 - August 2013
Wells Fargo & Co. January 2010 - November 2011
Wachovia Bank September 2006 - January 2010
Wachovia Bank June 2006 - September 2007
Wachovia Bank February 2000 - June 2005
First Union October 1998 - February 2000
Skills
Bank Secrecy Act, AML, OFAC, USA PATRIOT Act, KYC, Fraud, Banking, Financial Risk, Operational Risk, Operational Risk..., Risk Management, Due Diligence, Risk Assessment, Credit, CAMS, Investigation, Financial Transactions, Analysis
Education
State University of New York College at Oswego 1994 — 1998
Bachelor of Arts, History
Bank of America June 2012 - Present
Susquehanna Bank September 2009 - February 2012
Bank of America July 2006 - June 2010
Wachovia Bank 2004 - 2006
Wachovia Bank 1998 - 2004
Wachovia Bank / And it's predecessor's First Union/Corestates 1994 - 1998
Skills
Mergers, Credit, Loans, Mortgage, Retail Banking, Wealth Management, Banking, Cash Management, Sales Management, Team Building, Strategic Planning, Financial Analysis, Process Improvement, Coaching, Customer Relations, Portfolio Management, Executive Management, Investments, Leadership Development, Change Management, Mentoring, New Business Development, Employee Relations, Business Strategy, Hiring, Team Leadership, Performance Management, P&L Management, Insurance, Financial Management, Sales Process, Customer Service
Education
Temple University
Temple University
WACHOVIA BANK 2006 - 2008
WORLD SAVINGS BANK 1990 - 2008
Education
St. Petersburg College 1990 — 1992
ASSOCIATES IN FINANCE, fianance
seminole high school 1987 — 1990
diploma, general
Smart Resources April 2012 - Present
Wells Fargo July 2009 - 2012
Wells Fargo Advisors, LLC 2006 - 2009
Wachovia Securities, LLC 2004 - 2006
Wachovia Bank 2001 - 2004
Firstunion Bank 2000 - 2001
National Gaurd 1998 - 2001
SunTrust Bank 1997 - 2000
Circuit City 1993 - 1997
Skills
Project Mananger, Business Analysis, Change Management, Requirements Gathering, Customer Service, Requirements Analysis, SDLC, Vendor Management, Process Improvement, Project Portfolio..., Software Project..., Visio, MS Project, Business Requirements, Program Management, ITIL, Information Technology, Relationship Management, Team Leadership, Analysis, Technology Management, Business Process, Business Process..., Consulting, Leadership, Project Delivery, Requirements Management, Cross-functional Team..., Management, Project Management, PMP, IT Management, Software Documentation, Resource Management, Telecommunications, SharePoint, IT Strategy, Risk Management, PMO
Education
Strayer University 1999 — 2001
BSCN, Networking
Strayer University (VA) 1999 — 2001
MBMS, Management systems
M&T Bank August 2008 - Present
Wachovia Bank January 2006 - July 2008
MetLife Financial Services March 2003 - December 2005
Education
State University of New York College at Cortland 1993 — 1997
B.S., Education, minor in Management
ANZ Banking Group Limited 2009 - Present
Morgan Stanley 2007 - 2008
Wachovia Bank 2005 - 2007
Wachovia Bank 1999 - 2005
Standard Chartered Bank 1996 - 1998
AIG International Group 1994 - 1996
Education
Syracuse University 1991 — 1993
BS, Finance
University of Southern California 1990 — 1990
Citibank February 2011 - Present
BSE Management, LLC February 2010 - June 2010
BSE Management, LLC February 2010 - June 2010
Wachovia February 2007 - July 2009
Wachovia (a Wells Fargo Company) 2007 - July 2009
Wachovia Bank 2007 - July 2009
Wachovia January 2005 - February 2007
First Union 1985 - 2003
Education
University of North Florida - College of Business Administration 1989 — 1991
MBA, Business
State University of New York College at Geneseo 1980 — 1984
B.S., Finance
Bainbridge guilford 1976 — 1980
Wells Fargo bank 2012 - Present
Wachovia bank November 2009 - September 2011
GENERAL ELECTRIC 1998 - 2000
Skills
Mortgage Lending, Banking, Risk Management, Loans, Credit
Education
State University of New York College at Brockport 1983 — 1985
business administration, business
State University of New York College at Brockport 1983 — 1985
Bachelor of Business Administration (B.B.A.), Economics
Mint Hill Athletic Association 2004 - Present
The Next Level 1999 - Present
Wachovia, A Wells Fargo Company December 1995 - Present
Wachovia Bank 1995 - Present
Nike 2009 - 2012
Strayer University 2005 - 2012
US Army 1985 - 1993
Schweinfurt Ballbearings Football (GFL) March 1987 - April 1991
Skills
Coaching, Financial Analysis, Leadership, Leadership Development, Loans, Management, Microsoft Office, Non-profits, Operations Management, Process Improvement, Program Management, Project Management, Public Relations, Risk Management, Strategic Planning, Team Building, Team Leadership, Training, Vendor Management
Education
Strayer University (VA) 2002 — 2004
MBA, Management
Fayetteville Sate University 1993 — 1995
BS, Business Administration/Economics
Pinnacle Financial Partners January 2011 - Present
First Tennessee Bank July 2001 - January 2011
Wachovia Bank October 1996 - July 2001
Liberty National Bank April 1992 - October 1996
Southeast Bank / First Union June 1988 - April 1992
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Treasury Services, Credit Analysis, Real Estate Financing, Loans, Finance, Risk Management, Cash Management, Loan Origination, Consumer Lending, Lines Of Credit, Commercial Mortgages, Mortgage Lending, Credit Risk
Education
Stetson University 1984 — 1988
Bachelor's Degree, Finance with minor in Information Systems
Wells Fargo March 2010 - Present
Wachovia Bank 2004 - 2009
First Union National Bank May 1996 - 2004
Skills
Process Improvement, Customer Service, Financial Reporting, Microsoft Office, Visual Basic, Database Design, Six Sigma, Project Management, Business Analysis, Team Leadership, Team Building, Employee Engagement, Forecasting, Department Budgeting, Banking, Leadership, Operations Management, Risk Management, Strategic Planning, Vendor Management
Education
Strayer University-North Carolina 2008 — 2011
Master of Business Administration (M.B.A.), Management Information Systems, General, 4.0
University of North Carolina at Charlotte 1993 — 2003
BSBA Management Information Systems
WELLS FARGO February 2010 - December 2012
WACHOVIA BANK March 2000 - February 2010
WACHOVIA August 1995 - March 2000
FIRST UNION NATIONAL BANK July 1993 - August 1995
Skills
Banking, Bank Reconciliation, Data Entry, Teller Operations, General Ledger
Education
University of Phoenix 2009 — 2014
Accounting
Sullivan University 1984 — 1986
DIPLOMA, Accounting
JWKodak Capital Management LLC June 2007 - Present
UBS Wealth Management February 2003 - May 2007
Wachovia Bank July 2000 - January 2003
Skills
Management, Finance, Mutual Funds, Mergers & Acquisitions, Portfolio Management, Financial Analysis, Retirement Planning
Education
Stonehill College 1992 — 1996
Business, Marketing, Finance, Economics
Citibank 2014 - Present
Citibank 2007 - July 2014
ABN AMRO/LaSalle Bank 2005 - 2007
Wachovia Bank 2002 - 2005
Citigroup 1998 - 2001
First Chicago NBD Bank 1989 - 1998
Value Line Inc. 1986 - 1989
Skills
Treasury Management, Treasury Services, Cash Management, Payments, Relationship Management, Commercial Banking, Banking, Credit, Credit Analysis, Project Management, Portfolio Management, Product Development, Loans, Financial Analysis, Credit Risk, Corporate Finance, Commercial Lending, Retail Banking, Liquidity Management, Internet Banking, Series 7, Financial Services, Credit Cards, ACH, Electronic Payments, Cross Selling, Cash Flow, SWIFT payments, Cash Flow Forecasting, Product Management
Education
Stony Brook University 1982 — 1986
BS, Applied Math and Statistics
The Deuterman Law Group January 2014 - Present
Novant Health Oncology Specialists March 2011 - January 2014
Wachovia Bank March 2009 - April 2011
Raa Di Gi Spa Salon October 2008 - February 2009
Anderson's Frozen Custard June 2002 - October 2008
Shea's Performing Arts Center June 2008 - August 2008
Cystic Fibrosis Foundation February 2008 - May 2008
State University of New York College at Buffalo August 2006 - December 2006
Skills
Leadership, Customer Service, Management, Sales, Inventory Management, Event Management, Teamwork, Microsoft Office, Payroll, Accounting, Finance, Program Management
Education
State University of New York College at Buffalo 2004 — 2008
Bachelor of Science, Business Administration; Management
SunTrust Bank January 2014 - May 2014
JC3 & Associates June 2013 - October 2013
Jefferson Bank of Florida July 2012 - February 2013
Wells Fargo July 2011 - June 2012
Wachovia Bank August 1996 - July 2011
Skills
Banking, Loans, Staff Development, Customer Service, Sales Management, Retail, Retail Banking, Customer Satisfaction, Coaching, Leadership, CRM, Marketing, Strategic Planning, Wealth Management, Small Business, Team Leadership, Team Building, Recruiting, Treasury Management, Finance, Management, Risk Management
Education
St. Petersburg College 1976 — 1978
Institute of Financial Education
Degree of Merit, Banking
MoneyGram International October 2013 - Present
Wells Fargo January 2012 - August 2013
Wells Fargo June 2010 - January 2012
Bank of America June 2008 - October 2009
U.S. Trust April 2006 - May 2008
Grant Thornton, LLP February 2005 - April 2006
Deloitte Tax, LLP August 2003 - February 2005
PricewaterhouseCoopers November 2002 - August 2003
Wachovia Bank October 2001 - November 2002
Education
University of Miami School of Law 2000 — 2001
Master of Laws, Taxation
University of Florida - Fredric G. Levin College of Law 1998 — 2000
Juris Doctorate, Law
University of Florida 1996 — 1997
Master, Accounting
Stetson University 1995 — 1996
BBA, Accounting
Novotus July 2015 - Present
Delaware North Companies April 2014 - July 2015
LCRA October 2013 - April 2014
Texas Department of State Health Services January 2013 - June 2013
City of Austin July 2012 - October 2012
Camp Mabry August 2009 - March 2012
512 Unscipted 2011 - 2011
Wachovia Bank December 2008 - July 2009
Hilton Anatole January 2008 - November 2008
United States Army Reserves August 2003 - October 2008
Skills
Human Resources, Administrative..., Leadership, Data Entry, Research, Interviews, Customer Service, Office Equipment, Accounts Receivable, Process Scheduler, Software Documentation, Recruiting, Administration, Time Management, Administrative..., Microsoft Excel, Intermediate knowledge..., Experience with..., Keyboarding speed is 50..., can use 10-key by touch, Cold Calling, Interviewing Skills, New Hire Orientations, Employee Training, Sales, Training, Marketing, Microsoft Office, PeopleSoft
Education
Strayer University 2010 — 2016
Bachelor's degree, Human Resource Management
Strayer University 2010 — 2014
Associate's degree, Business Administration and Management, General
Austin Community College 2006 — 2007
Certificate, Meeting and Event Planning
Del Valle High 2001 — 2003
High School Diploma, General Studies
Key Bank November 2009 - Present
Superior Bank May 2009 - November 2009
Regions Financial Corporation March 2001 - February 2009
Wachovia Bank June 1998 - March 2001
General Re Financial Products June 1992 - June 1996
Bankers Trust July 1991 - June 1992
Skills
Derivatives, Interest Rate..., Fixed Income Trading, Market Making, Investments, Portfolio Management, Risk Management, Financial Modeling, Valuation, VBA, SQL, Fixed Income, Hedging, Derivatives Trading, Commercial Banking, Capital Markets, Options, FX Options
Education
Vanderbilt University - Owen Graduate School of Management 1996 — 1998
MBA, Finance
State University of New York College at Buffalo 1986 — 1991
BS, BA, Accounting, Finance and Management Information Systems
US Bank, N.A. October 2010 - Present
UBS Trust Company June 2007 - October 2010
Wachovia Bank March 2006 - June 2007
Wachovia Bank, N.A. November 1993 - June 2007
Citibank,N.A. 1986 - 1993
Skills
Banking, Portfolio Management, Management, Risk Management, Mutual Funds, Financial Services, Leadership, Relationship Management, Wealth Management, Investments, Asset Allocation, New Business Development, Securities
Education
Richard Stockton College of New Jersey 1976 — 1978
BA, Sociology
Red Bank Catholic High School
Ross Stores, Inc. March 2009 - November 2014
Home Depot April 1996 - January 2011
Wachovia Bank March 2005 - November 2009
Skills
QuickBooks, Peachtree, Bookkeeping, Accounts Payable, Accounting, Accounts Receivable, Account Reconciliation, Financial Statements, General Ledger, 10 Key, Management, Finance, Time Management, Human Resources, Invoicing, GAAP, Problem Solving, Sales, Customer Service, Microsoft Excel, Outlook, Financial Analysis, Microsoft Office
Education
Strayer University 2009 — 2011
Master’s Degree, Master of Science in Accounting Information Systems, 3.99
Strayer University (DC) 2007 — 2010
Master's Degree, Accounting Information System
Strayer University-Georgia 2004 — 2009
Bachelor of Sicence, Accounting, 3.56
Innovative Diagnostic Laboratory December 2014 - Present
Hanover Business Consulting October 2011 - Present
Liberty Tax Service 2012 - 2012
Waste Associates May 2008 - October 2011
Collegiate Funding VACO Financial May 2007 - April 2008
Land America August 2006 - March 2007
SunCom Wireless November 2003 - July 2006
Wachovia Bank April 2003 - November 2003
Heilig Meyers 1997 - 1998
Skills
Accounts payable, General Ledger, General Ledger..., Outstanding Customer..., Child Support, Accounts Receivable, Staff Training, Month-end closing, Human Resources, Bank reconciliation, Cash Management, ADP Payroll, Payroll Processing, Billing, Collections, Journal entries, Garnishments, Sage MAS 90, SAP, JD Edwards, Quickbooks, PeopleSoft, Cognos, Factor, Masters of Business..., Accounts Payable, QuickBooks, Invoicing, Account Reconciliation, Payroll, Spreadsheets, Tax, Peachtree, Accounting
Education
Strayer University 2002 — 2006
MBA Management, Business Administration and Management, General
Strayer University 1999 — 2002
Bachelor of Science (BS), Management - Accounting
Lord Botetourt High School 1984 — 1988
High School, General Studies
Legg Mason February 2005 - Present
Wachovia Bank February 2003 - February 2005
Navellier and Associates November 1999 - June 2002
Northstar Funds 1995 - 1999
Skills
Series 63, Series 7, Asset Allocation, Separately Managed..., Wealth Management, Mutual Funds
Education
St. John Fisher College
BS
Wells Fargo Bank March 2006 - Present
Wachovia Bank March 2004 - March 2006
Wells Fargo Home Mortgage April 2001 - March 2004
First Union Bank February 2000 - February 2001
Skills
VBA, SAS, Access, SQL, Excel, Visual Basic, Databases, HTML, CSS, SAS/SQL, Teradata, Microsoft Office, Data Analysis, MicroStrategy Reporting
Education
St. Andrew's College
B.A, Business Administration, Finance Concentration
Wells Fargo Bank January 2002 - Present
Wachovia Bank April 2007 - January 2011
AG Edwards January 2002 - April 2007
Aschinger Electric/Comm January 2000 - January 2002
Communications 2000 February 1998 - July 2000
Education
St. Louis Community College 2007 — 2008
Certification, CCNA
Linn State Tech 1995 — 1996
Associates, Electronic Engineering technology
Hazelwood Central 1992 — 1995
Hazelwood Central 1992 — 1995
Lindenwood UniversitySt
B.S, Information Technology
Susquehanna Sports Group, LLC August 2008 - Present
Spooky Nook Sports September 2012 - January 2015
Susquehanna Bank 2008 - 2011
Citizens Bank June 2006 - May 2008
Wachovia Bank October 2001 - May 2006
Skills
Sports, Customer Service, Event Planning, Event Management, Coaching, Fundraising, Sales, Google Analytics, Microsoft Word, WordPress, PowerPoint, Microsoft Excel, Sales Management, Account Management
Education
St. Francis University 1991 — 1995
Bachelor of Science (B.S.), Business Management
UniFirst Corporation May 2013 - March 2014
BB&T May 2005 - December 2012
National Bank Of Commerce / National Commerce Financial February 2002 - April 2005
Wachovia Bank September 1999 - February 2002
Skills
Windows OS, Microsoft Word, Microsoft Excel, PowerPoint, Outlook Express, PrecisionTree, Solver, RISKOptimizer, Macintosh OS, StatTools, TopRank, Evolver, NeuralTools, Leadership
Education
SUNY Empire State College 2007 — 2012
Bachelor of Science (B.S.), Business, Management, and Economics, Concentration Finance, 3.9/4.0
WELLS FARGO BANK 2008 - 2012
Wells Fargo 1977 - 2012
WACHOVIA BANK 2001 - 2008
FIRST UNION BANK 1998 - 2001
Skills
Developing Programming..., Merger Systems..., Research, Analysis, and..., Project Planning and..., Analytical and logical..., MVS JCL TSO ISPF COBOL..., FILEAID CA7 MS..., LOTUS NOTES, Data Integration, Customer Oriented, Lotus Notes
Education
Temple University
Bachelor of Arts (B.A.), Foreign Languages, Italian, Magna Cum Laude
PNC November 2010 - Present
Federal Reserve Bank of Atlanta December 2004 - May 2009
Bank of America July 2005 - December 2005
FIS - Fidelity Information Services October 2004 - June 2005
Home Depot May 2004 - July 2004
Wachovia Bank July 1996 - September 2003
Skills
Banking, Microsoft Office, Microsoft Excel, Credit, Customer Service, Microsoft Word, PowerPoint, Business Analysis, Strategic Planning, Retail Banking, Credit Risk, Business Strategy, Credit Analysis, Negotiation, Cash Management, Payments, PeopleSoft, ACH, Financial Services, Mortgage Lending, Finance
Education
Strayer University 2009 — 2011
Master's degree, Accounting Information Systems
Strayer University 2007 — 2009
Bachelor's degree, Accounting
Government of the Virgin Islands, Department of Human Services January 2007 - Present
Government of the Virgin Islands, Department of Human Services August 2004 - December 2006
The Greenwood Group, Inc. August 2000 - October 2003
Wachovia Bank June 1996 - July 1999
Skills
FMLA, Employee Relations, Payroll, Onboarding, Talent Management, Organizational..., Labor Relations, Human Resources, Performance Management, Recruiting, Coaching, Benefits Administration, Policy, Succession Planning, Workforce Planning, Public Speaking, Microsoft Office, Leadership Development, Leadership, Team Building, Strategic Planning, Employment Law, Personnel Management, Staff Development, Deferred Compensation, HR Policies, Change Management, HRIS, Customer Service
Education
Pfeiffer University 2002 — 2004
Master of Science (M.S.), Organizational Change and Leadership
St. Thomas University 1991 — 1995
Bachelor's degree, Political Science
USAmeriBank AVP Deposit Support SupervisorUSAmeriBankFebruary 2008 - Present
Wachovia Bank August 2004 - February 2008
Premier Community Bank January 1986 - July 2004
Skills
Deposits, Banking, Retail Banking, Branch Banking, Deposit Operations
Education
St. Petersburg College 1980 — 1981
AIB Classes
Largo High School 1977 — 1979
Gateway Bank of Southwest Florida February 2009 - October 2014
Wachovia Bank March 2001 - February 2009
Skills
Retail Banking, Banking, Cross Selling, Deposits, Customer Service, New Hire Training, Coaching, Mentoring
Education
Susquehanna University
Wells Fargo July 2014 - Present
Title Resource Group June 2012 - November 2013
Willingboro Check Cashing March 2010 - June 2012
Wachovia Securities Financial Network July 2008 - August 2009
Wachovia Bank October 2006 - July 2008
Wachovia Securities Financial Network December 2004 - October 2006
Skills
Management, Microsoft Office, Sales, PowerPoint, Microsoft Word
Education
Strayer University 2011 — 2015
Bachelor’s Degree, Business Administration and Management, General