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
NetSpend September 2013 - Present
Pure Austin Fitness June 2013 - Present
Merrill Lynch May 2010 - September 2013
Self Employed June 2008 - May 2010
Wachovia Bank August 2007 - March 2010
First National Bank Texas August 2000 - November 2002
Skills
Strategy, Finance, Financial Services, Management Consulting, Banking, Marketing, Business Planning, Strategic Financial..., Wealth Management, Advertising
Education
St. Edward's University
Master, Business Administration; Global Business, Marketing
Texas Wesleyan University
Bachelor of Science, Business and Psychology
Government Finance Officers Association (GFOA) April 2015 - Present
Virginia Tech August 2010 - Present
Virginia Tech January 2012 - April 2015
Virginia Tech August 2010 - April 2015
College of William and Mary The Mason School Business January 2009 - August 2011
Wachovia Bank 2005 - 2008
Skills
Grant Writing, Higher Education, Research, Non-profits, Community Outreach, Financial Analysis, Teaching, Program Development, Data Analysis, Volunteer Management, Editing, SPSS, Politics, Competitive Analysis, Stata, Nonprofits, Policy, Leadership, Public Speaking, Government
Education
The College of William and Mary - The Mason School of Business 2003 — 2005
MBA, Entrepreneurship and Finance
Virginia Polytechnic Institute and State University 1997 — 2001
BA, Political Science/Urban Studies
Santander Bank, N.A. December 2003 - Present
wachovia bank September 1990 - September 2003
Skills
Commercial Lending, Small Business Lending, Banking, Commercial Banking, Consumer Lending, Credit, Credit Analysis, Finance, Loans, Management, Relationship Management, Retail Banking, Loan Origination, Portfolio Management
Education
Temple University
Santander Bank, N.A. October 2012 - Present
Wells Fargo August 2006 - September 2012
Wachovia Bank July 2004 - December 2005
First Union / Wachovia December 2000 - June 2004
Skills
Small Business Lending, Financial Services, Consumer Lending, Credit, Loans, Retail Banking, Mortgage Lending, Lines Of Credit, Relationship Management, Loan Origination, Mortgage Banking, Cross Selling, Credit Risk, Investments, Series 7, Coaching, Series 63, Leadership Development, Customer Service, Team Building, Insurance, Retirement Planning, Banking, Commercial Banking, Credit Analysis, Financial Analysis, Leadership, Sales
Education
Temple University 1974 — 1978
Business administration, Business
Wells Fargo October 2013 - Present
Wells Fargo April 2010 - Present
Wachovia, A Wells Fargo Company June 2009 - May 2010
Wachovia Bank February 2005 - May 2009
Oberthur Gaming Technologies July 1998 - March 2004
Skills
Requirements Analysis, Project Management, Financial Modeling, Forecasting, Troubleshooting, Business Process..., Contract Management, Business Analysis, Vendor Management, SDLC, Visio, Process Improvement, SharePoint, Program Management, PMP, Quality Assurance, Risk Management, Management, Business Requirements, Leadership
Education
Texas State University 2000 — 2002
MBA, Business Administration
The University of Texas at San Antonio 1992 — 1997
BBA, Accounting
Wells Fargo 2014 - Present
Wells Fargo 2009 - 2013
Wachovia Bank 2003 - 2008
Ernst & Young 2002 - 2003
Arthur Andersen 2000 - 2002
JP Morgan 1993 - 1998
Skills
Finance, Investment Management, Investments, Loans, Wealth Management, Banking, Strategic Financial..., Private Banking, Credit, Management, Asset Managment, Financial Analysis, Leadership, Portfolio Management, Financial Modeling, Valuation
Education
Temple University - Fox School of Business and Management
Master of Business Administration (MBA), Finance
Temple University - Fox School of Business and Management
Bachelor's of Business Administration, Finance and International Business Administration
PlainsCapital Bank July 2015 - Present
BB&T April 2014 - July 2015
Citibank, N.A. January 2012 - November 2013
Texas Community Bank, N.A. May 2010 - December 2011
RBC Bank August 2006 - May 2010
Wachovia Bank June 2004 - August 2006
Comerica Bank 2001 - 2003
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Loans, Banking, Portfolio Management, Financial Analysis, Credit, Underwriting, Credit Risk, Risk Management, Investments, Finance
Education
Texas A&M University - Mays Business School 2000 — 2001
Masters, Real Estate Finance
Strake Jesuit College Preparatory 1985 — 1988
Diploma, General
BMO Delaware Trust Company, CTC myCFO July 2012 - Present
Amicorp July 2011 - June 2012
Wachovia Delaware Trust Co. June 2005 - June 2011
Wachovia Bank October 2002 - June 2005
Skills
CFP, Trust Services, High Net Worth..., Wealth Management..., Estate Planning, Strategic Financial...
Education
Temple University 1981 — 1984
LL.M., Taxation
University of Georgia School of Law
Doctor of Law (JD)
Bank of America April 2015 - Present
Seeking My Next Challenge March 2015 - March 2015
LPL Financial September 2012 - March 2015
Wells Fargo Bank 2011 - 2012
Wells Fargo 2009 - 2011
Wachovia Bank, a Wells Fargo Company 2002 - 2009
Wachovia Bank December 1997 - 2002
US Airways March 1989 - December 1997
Lower Colorado River Authority 1987 - 1989
Texas Dept. of Mental Health 1986 - 1987
Skills
Data Governance, Data Architecture, Master Data Management, Data Standards, Data Quality, Data Modeling, ERwin Data Modeler, SAP PowerDesigner, Metadata Management, Rochade Metadata..., ASG becubic discovery..., Data Warehousing, Enterprise Architecture, Integration, SOA, Data Integration, SDLC, Databases, EAI, Software Development, Business Intelligence, IT Strategy, DB2, ETL, Process Improvement, ESB, Architecture Frameworks, High Availability, Agile Project Management, Database Design, Microsoft Office..., EII, Ontology Development, WebSphere Message Broker, Enterprise Software, Oracle, Disaster Recovery
Education
The University of Texas at Austin - Red McCombs School of Business 1977 — 1978
MBA, Information Services / Finance
The University of Texas at Austin 1971 — 1974
BA, Social Psychology
Texas Lutheran 1969 — 1971
Economics
4a Flooring LLC May 2009 - Present
Wachovia Bank February 2007 - March 2008
Autoflex Leasing July 2004 - February 2008
D&M Leasing June 2002 - August 2004
Goodson Acura January 1996 - July 2002
Skills
Negotiation, Sales, Customer Service, Contract Negotiation, Carpet, Team Building, Vehicles, Automotive, Marketing, Strategic Planning, Finance, Customer Satisfaction, Microsoft Word, Tiles, Account Management, Flooring, Real Estate, Marketing Strategy, Automobile, Microsoft Excel, Outlook, New Business Development, Sales Process, Renovation, Public Speaking, Construction, Coaching, Management, Investments, Sales Operations, Budgets, Purchasing, Sales Management, Customer Retention, Loans
Education
Texas Tech University
Texas Tech University
Texas Tech University
Regions Financial Corporation July 2013 - Present
Wells Fargo Bank 2006 - June 2013
Wachovia Bank April 2006 - October 2008
Skills
Commerical Real Estate..., Mezzanine Lending, Equity
Education
The University of Texas at Austin 1983 — 1985
MBA
Texas Christian University 1979 — 1982
Bachelor of Business Administration (B.B.A.), Finance
Wilson Capital Management Inc. November 2007 - Present
Miles College December 2006 - Present
SunTrust Bank August 2006 - November 2007
Wachovia Bank 1999 - 2005
National City Bank 1997 - 2000
CASA 1998 - 1999
Skills
Leadership Development, Strategic Planning, Organizational..., Leadership, Program Management, Performance Management, Event Planning, Fundraising, Management, Strategy, Training, Marketing, Coaching, Team Building, Business Development, Employee Relations, Public Speaking, Management Consulting, Community Outreach, Nonprofits, Entrepreneurship, Business Strategy, Policy, Small Business, Process Improvement, Budgets
Education
The George Washington University
MA, Organizational Behavior/HR
Virginia State University
BA, Sociology - Criminal Justice
JP Morgan Chase Bank N.A. June 2008 - Present
Wachovia Bank August 2006 - June 2008
Skills
Teaching
Education
The College of Westchester
Associate's degree, Business Administration and Management, General
Wells Fargo September 2011 - Present
Wachovia Bank March 2010 - September 2011
Wachovia, A Wells Fargo Company September 2005 - March 2010
Skills
Sales, Sales Management, Customer Service, Loans, Mortgage Lending, Team Building, Credit, Direct Sales, Banking, Account Management, Leadership, Customer Satisfaction, Management, Operations Management, Training
Education
The Citadel 2000 — 2004
BS, Business Admin, minor in MIS
City National Rochdale January 2014 - Present
Blue Cure Foundation March 2012 - March 2014
Bernstein Global Wealth Management March 2010 - December 2013
Wachovia Bank October 2006 - December 2008
World Savings May 2001 - October 2006
SciProof, LLC 1998 - 2003
MD Anderson Cancer Center June 1999 - May 2001
Skills
Asset Management, Wealth Transfer and..., Asset Allocation, Investments, Wealth Management, Risk Management, Financial Planning, Estate Planning, Planned Giving, Leadership, Strategic Financial..., Alternative Investments, Sales Management, Asset Managment, Strategy, Mortgage Lending, Financial Analysis, Banking, Management, Finance, Financial Services, Portfolio Management, Series 7, Equities, Investment Strategies, Loans, Financial Advisory, Executive Management, Valuation, Fixed Income, Mutual Funds, Retirement Planning, Funding, Relationship Management, Wealth, Investment Management, Financial Modeling, Securities, Credit, Mergers & Acquisitions, Due Diligence, Investment Advisory, Hedge Funds, Credit Analysis, Capital Markets, Investment Banking, Private Equity, Financial Risk
Education
2016 Level III Candidate in the CFA Program
The University of Texas Health Science Center at Houston 1996 — 2000
Masters of Science, Biochemistry and Molecular Biology
Texas A&M University 1990 — 1995
Bachelors of Science, Biomedical Science
Banking and Flying February 2013 - Present
Southern Community Bank and Trust April 2007 - January 2013
The South Financial Group November 1999 - February 2007
Carolina First Bank 1999 - 2007
Bank One 1989 - 1999
Mercantile Bank 1981 - 1989
Wachovia Bank 1970 - 1981
Skills
ALM, Liquidity, Treasury Management, Cash Management, Capital Markets, Debt, Capital, Portfolio Management, Asset Management, Investments, Funding, Interest Rate Risk..., Fixed Income, Derivatives, Hedging, Asset Managment, General Aviation, Credit Risk, Credit, Commercial Banking, Commercial Lending, Enterprise Risk..., Finance, Banking, Investor Relations, Trading, Risk Management, Retail Banking, Loans, Financial Risk, Credit Analysis, Financial Analysis, Financial Modeling, Treasury, Mergers & Acquisitions, Liquidity Management, Strategic Financial..., Cash Flow, Mortgage Lending, Underwriting, Banking Relationships, Due Diligence, Financial Services, Corporate Finance, Bonds, Loan Origination
Education
The Citadel 1966 — 1970
BS, Business Administration
Wells Fargo November 2014 - Present
Wells Fargo Bank January 2009 - October 2014
Wachovia Bank January 2005 - December 2008
Education
The Boston Conservatory 1979 — 1983
Bachelor of Music, Music, Applied Voice
Iberia Bank September 2015 - Present
SunTrust Bank December 2010 - Present
LifeLine Animal Project 2012 - 2012
BB&T August 2005 - November 2010
Wachovia Bank 2001 - 2005
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Banking, Small Business Lending, Finance, Asset Based Lending, Lines Of Credit, Treasury Management, Relationship Management, Cross Selling, Credit, Credit Risk, Management, Consumer Lending, Financial Analysis
Education
The Ohio State University
BA, Economics
Ally Financial Inc. November 2013 - Present
Verizon Business March 2011 - November 2013
Wells Fargo July 2009 - December 2010
Wachovia Bank March 2005 - June 2009
Ameritrade Holding Corporation May 1999 - March 2005
USF&G Insurance September 1995 - May 1999
Skills
Organizational..., Organizational Change, Resource Management, Process Improvement, Project Portfolio..., Program Management, Project Finance, Project Planning, Project Coordination, Project Implementation, Network Architecture, Network Design, Network Engineering, Project Execution, Network Operations, Vendor Management, Project Management, Change Management, Leadership, Data Center, Telecommunications, Cisco Technologies, Management, SDLC, Business Analysis, Integration, Security, Networking, Technical Support, Disaster Recovery, PMO, IT Strategy, Infrastructure, System Deployment, Information Technology, Visio, Pre-sales, Information Security, Computer Network..., Cross-functional Team..., SharePoint, PMP, MPLS, IT Service Management, Solution Architecture, Cloud Computing, Wireless, Enterprise Architecture, Requirements Analysis, IT Operations
Education
The Johns Hopkins University 1995 — 1998
M.S., Information and Telecommunications Systems for Business
University of Baltimore 1991 — 1993
B.S., Information Systems Management
Preferred Bank 2014 - Present
Crestview Capital LLC 2013 - Present
Fort Bend County Sheriff's Office 2009 - 2013
Capital One 2008 - 2009
Wachovia Bank 2005 - 2008
Washington Mutual Home Loans/ First Horizon Home Loans 2002 - 2004
Skills
Mergers & Acquisitions, Private Equity, Finance, Financial Analysis, Financial Structuring, Relationship Management, Business Development, Commercial Lending, Commercial Banking, Private Banking, Energy Industry, Energy, Logistics, Oil & Gas Industry, Portfolio Management, Loans, Due Diligence, Financial Services, Banking, Investments
Education
University of Houston
B.S., Political Science and Government
University of Houston
B.S., Economics
Texas Christian University - M.J. Neeley School of Business
Business Administration, Management and Operations
John Foster Dulles
Malvern Advisors, LLC April 2008 - Present
American Financial Realty Trust June 1999 - April 2008
Wachovia Bank October 1992 - June 1999
Resolution Trust Corportation (RTC) August 1989 - October 1992
Skills
Real Estate Investment, Corporate Real Estate, Strategic Leadership, Real Estate Development, Public Companies, Leadership, Asset Managment, Business Strategy, Investment Properties, Asset Management, Real Estate, Portfolio Management, Commercial Real Estate, Negotiation, Facilities Management, Strategic Planning, Mergers & Acquisitions, Location Intelligence, Disposition, Business Development, Lease Administration, Management, Due Diligence, Leases, Property Management, Real Estate Economics, Real Estate Transactions, Brokerage
Education
The College of Wooster 1977 — 1981
B.A., Business Economics
Warner Bros. Entertainment Group of Companies June 2013 - Present
Premier, Inc. January 2009 - May 2013
The Childrens Hospital of Philadelphia September 2007 - January 2009
Wachovia Bank November 2000 - September 2007
Premier, Inc. November 1997 - November 2000
Charlotte Regional Realtor Association May 1995 - November 1997
Carlson Compute September 1994 - May 1995
TAD Technical June 1992 - March 1994
Dorland Sweeney Jones October 1990 - November 1991
Ketchum Advertising March 1989 - October 1990
Skills
Office/Productivity –..., Web..., Authoring/Design –..., Web Editing/Content...
Education
The Catholic University of America 1983 — 1987
BA
University of Texas Health Science Center at San Antonio May 2010 - Present
Harper Resource Group August 2001 - Present
Wachovia Bank October 2003 - August 2009
World Savings Bank 2005 - 2007
USAA 2002 - 2003
PwC Consulting August 1999 - July 2002
The Associates 1992 - 1999
Frito Lay 1990 - 1991
Skills
Coaching, Job Coaching, Instructor-led Training, Communication Skills, Leadership Development, Empowerment, Professional Services, Collaborative Problem..., EpicCare Ambulatory..., Career Succession..., Visionary Thinking, Customer Service, Curriculum Design, Curriculum Development, Needs Analysis, Banking, Healthcare, Succession Planning, Change Management, Team Building, Business Strategy, Management, Career Counseling, Training, Executive Management, Call Centers, Instructional Design, Consulting, Team Leadership, Employee Training, Employee Engagement, Leadership, Conflict Resolution, Sales, Recruiting, Strategic Planning, Public Speaking, Process Improvement, Time Management, Workshop Facilitation, Performance Management, Career Development, Staff Development, Organizational..., Marketing, Human Resources, Program Management, Employee Relations, Executive Coaching, Talent Management
Education
Institute for Professional Excellence in Coaching 2009 — 2010
Certified Professional Coach, People Development
The University of Dallas 1984 — 1987
MBA, Management/Marketing
Texas Tech University - Rawls College of Business
Keller Williams Memorial April 2011 - Present
Tradition Bank July 2005 - March 2012
Wachovia Bank December 2004 - July 2005
Skills
Real Estate, Loans, Investments, Commercial Lending, Mortgage Lending, Investment Properties, Customer Service, Negotiation, Credit, Sales, Commercial Banking, Financial Analysis, Leadership, Management, Banking
Education
Texas A&M University-Corpus Christi 2002 — 2004
B.B.A, Business
Alice High School 1993 — 2000
Leadership 20/20
CDW March 2015 - Present
West Point Society - Florida West Coast March 2015 - Present
West Point Board of Trustees 1994 - Present
Amazon 2014 - December 2014
Celestar Corporation 2009 - 2013
Franklin Templeton Investments 2006 - 2009
Wachovia Bank January 2005 - December 2005
Wachvovia Securities January 2003 - December 2004
Merrill Lynch 1999 - 2002
System Planning Corporation 1988 - 1999
Skills
Security Clearance, Program Management, Risk Management, Strategic Planning, Process Improvement, Analysis, Contract Management, Proposal Writing, Government, Leadership, Project Management, Team Building, Project Planning, Management, Contract Negotiation, Team Leadership, Operations Management, Budgets, Change Management, Cross-functional Team..., Army, Business Process..., Military, Policy, Government Contracting, Leadership Development, Top Secret, Defense, Operational Planning, DoD, Military Operations, Intelligence, Command, Organizational..., National Security, Military Experience, Information Assurance, Air Force, Tactics, Systems Engineering, Counterterrorism, Force Protection, Navy, Government Procurement, Homeland Security, Security, Strategy, Intelligence Analysis, Operations Research, Weapons
Education
The George Washington University - School of Business
MBA, Finance & Investments
United States Military Academy at West Point
BS, General Engineering
My Townhome Realty March 2009 - Present
Wachovia Bank March 2004 - June 2008
Wachovia Bank March 2001 - March 2004
Wachovia Bank March 1998 - March 2001
Wachovia Bank August 1994 - June 1998
Skills
Portfolio Management, Real Estate, Customer Service, Capital Markets
Education
The Ohio State University 1986 — 1992
Wells Fargo January 2012 - Present
Wells Fargo March 2009 - December 2011
Wachovia Bank March 2005 - March 2009
Fannie Mae January 2001 - March 2005
Skills
Quantitative Analytics, Options, Credit Risk, Market Risk, Fixed Income, Financial Modeling, Monte Carlo Simulation, Quantitative Finance, Capital Markets, Risk Management, Equity Derivatives, Interest Rate..., Derivatives, Stress Testing
Education
The George Washington University - School of Business 1999 — 2000
MSF, Finance
Kazan State University, Department of Mechanics and Mathematics 1992 — 1995
Ph.D., Applied Mathematics (Mechanics)
Kazan State University, School of Mechanics and Mathematics 1987 — 1992
MS, Applied Mathematics
Owl Business Advisors, LLC June 2007 - Present
Wachovia Bank February 2006 - December 2006
Bank of America June 2003 - December 2005
Raytheon June 1998 - December 2002
US Air Force Reserve June 1979 - August 1998
Texas Instruments June 1979 - June 1998
US Air Force June 1968 - June 1979
Skills
Mergers, Management Consulting, Start-ups, Operations Management, Business Transformation, Marketing, Sales, Leadership, Sales Management, Strategy, Time Management, Team Leadership, Process Improvement, Marketing Strategy, Mergers & Acquisitions, Cross-functional Team..., Research, Outsourcing, Strategic Sourcing, Business Planning, Small Business, CRM, Insurance, Vendor Management, Military, Finance, Project Management, Contract Negotiation, Human Resources, Team Building, Coaching, Entrepreneurship, Risk Management, Business Process..., Customer Satisfaction, Leadership Development, Negotiation, Executive Coaching, Six Sigma, Manufacturing, Business Strategy, Executive Management, Management, Change Management, Training, Public Speaking, Government Contracting, Program Management, Government, Proposal Writing
Education
The University of North Dakota 1973 — 1975
MBA, Business Management
The Citadel 1964 — 1968
BS, Business Administration
PNC Wealth Management January 2015 - Present
PNC Wealth Manangement June 2014 - January 2015
PNC Wealth Management August 2012 - June 2014
US Trust, Bank of America, Private Wealth Management October 2011 - May 2012
JPMorgan Chase & Co. May 2009 - October 2011
Wachovia Bank March 2006 - May 2009
Skills
Credit, Sales, Banking, Retail Banking, Customer Experience, Finance, Financial Analysis, Portfolio Management, Mortgage Lending, Financial Services, Relationship Management, Commercial Banking
Education
The American College 2015 — 2016
Certified Financial Planner Certification
Omega Credit Training 2014 — 2014
Walden University 2012 — 2014
Bachelors of Science, Business Administration & Minor in Finance
Hamilton Township Public Schools August 2015 - Present
TD Bank March 2013 - August 2015
McDonalds September 1997 - May 2012
Wachovia Bank March 2008 - November 2008
Commerce Bank December 2006 - May 2007
Skills
Computer Literate, Account Management, Inventory Management, Customer Service, Food Safety, Food Service, Fast Food, Fast Learner, Bilingual, Scheduling, Time Management, Translation, People Management, Training & Development, Diversity Training, Hiring Practices, Safety Management, Security Management, Employment Law, ATM, Customer Relations, Problem Solving, Promotions, Job Evaluation, P&L responsibility, Management, Cash Handling Experience, Process Scheduler, Retail Banking
Education
The College of New Jersey 1999 — 2003
Bachelor of Arts, Spanish/English, 2.8
Comcast May 2014 - Present
Comcast February 2014 - May 2014
Comcast March 2012 - December 2013
Ameriquest Ambulance Inc November 2010 - February 2012
Marsh & McLennan Companies February 2009 - October 2010
Wachovia Bank December 2007 - September 2008
Janney Montgomery Scott LLC November 2006 - December 2007
Nuveen Investments Inc February 2006 - August 2006
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Essbase, Trend Analysis, Portfolio Management, Operations Management, Auditing, Compliance, Benefit Cost Analysis
Education
Temple University - Fox School of Business and Management 2003 — 2006
Bachelor of Science (B.S.), Finance
Pioneer Energy Services March 2013 - Present
Pioneer Drilling Company March 2011 - March 2013
Spurs Sports & Entertainment January 2010 - September 2010
Wachovia Bank September 2007 - February 2010
Skills
Active Directory, Cisco Technologies, SharePoint, Microsoft Office, VMware, Windows, Network Security, Microsoft Exchange, System Administration, Security, Help Desk Support, Troubleshooting, Network Administration, Windows Server, Software Installation, Technical Support, Citrix, XP, Disaster Recovery, Windows 7, Computer Hardware, Networking, Customer Service, Visio, Group Policy, Blackberry Enterprise..., VMware ESX, Antivirus, BMC Remedy, DHCP, DNS, Hardware, Data Center, IT Management, Information Technology, Integration, Laptops, Microsoft Certified..., Microsoft SQL Server, Microsoft Technologies, OS X, Printers, Server Administration, Storage, System Deployment, Virtualization, Network Engineering, SCCM, Servers, VPN
Education
Texas State Technical College 2004 — 2006
Associate's, Computer Networking & System Administration
Diamond Hill Capital Management July 2013 - Present
Nationwide Insurance January 2012 - June 2013
Nationwide Insurance August 2010 - December 2011
WACHOVIA BANK June 2007 - June 2009
Skills
Microsoft Office..., Financial Analysis, Accounting, Financial Modeling, Interest Rate Hedging, Corporate Finance, Financial Reporting, Risk Management
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2010
Master of Accounting, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
BS, Business Administration
Wells Fargo 2010 - Present
Previously with World Savings / Wachovia Bank January 2009 - February 2013
Wachovia Bank 2006 - 2008
World Savings 1973 - 2006
Skills
Analysis, Budgets, Call Centers, Credit, Credit Risk, Executive Management, FHA, Financial Services, Investments, Leadership, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Program Management, Recruiting, Residential Mortgages, Risk Management, Software Documentation, Time Management, Team Building, Underwriting, Vendor Management, Banking, Organizational..., Refinance, Strategic Planning, Retail Banking, Training
Education
The University of Akron 1970 — 1972
Masters, Urban Studies
University of Wisconsin-Eau Claire 1966 — 1970
B.S., Geography
Frank Financial Group Owner - Personal Financial Coach, Author & Professional SpeakerFrank Financial GroupSeptember 2002 - Present
Wachovia Bank October 2002 - October 2008
Education
The Citadel 1996 — 2000
Bachelors, Business
LPL Financial October 2014 - Present
State Farm June 2014 - October 2014
PNC October 2012 - June 2014
Fifth Third Securities April 2011 - October 2012
Morgan Stanley Smith Barney December 2007 - April 2011
Wachovia Bank May 2006 - December 2007
Allstate Insurance August 1990 - May 2006
Skills
Financial Advisory, Investments, Strategic Financial..., Insurance, Finance, Mortgage Lending, Investment Strategies, Banking, Risk Management, Financial Services, Fixed Annuities, Series 7, Loans, Wealth Management, Series 63, Securities, Credit, Relationship Management, Fixed Income, Wealth
Education
The Ohio State University 1984 — 1988
Bachelor of Science in Business Administration, Business Administration and Management, General
Wells Fargo Advisors, LLC June 2008 - Present
Wachovia Bank 2004 - 2008
Circuit City 1999 - 2004
The Chamber Company LLC 1995 - 1999
Circuit City 1988 - 1995
Skills
Investments, Financial Analysis, Finance, Management, Sales, Leadership, Retirement, Insurance, Risk Management, Investment Strategies, Asset Management, Inventory Management
Education
The Citadel 1984 — 1988
BA, Mathematics with Minor in Business
United Through Reading May 2012 - July 2014
Coronado Schools Foundation June 2012 - January 2014
The Internet Keep Safe Coalition December 2007 - January 2011
Wachovia Bank October 2003 - March 2008
Robert Half International October 2001 - October 2003
Financial Services Co, member of Citigroup May 1996 - October 2001
Skills
Business Analysis, Process Improvement, Project Management, Change Management, Strategic Planning, Policy, Staff Development, Business Development, Analysis, Forecasting, Business Strategy, Managerial Finance, Operations Management, Human Resources, Leadership, Program Management, Strategy, CRM, Management, Project Planning, Training, Business Process, Finance, Banking, Budgets, Market Research
Education
University of California, Irvine 2011 — 2016
Certified Business Analyst
Texas A&M University 1996 — 1997
MBA, Finance
University of Arizona 1992 — 1996
B.S., Business / Politcal Science
Universiteit van Amsterdam 1992 — 1992
International Law
Farmers Insurance, The McDougall Agency LLC January 2015 - Present
Farmington Bank October 2010 - January 2015
TD Bank Group February 2007 - August 2010
Wachovia Bank January 2004 - February 2007
Murphy and Scarlettis, Farmington CT August 1998 - January 2004
Skills
Loans, Small Business Lending, Lines Of Credit, Commercial Banking, Deposits, Mortgage Lending, Consumer Lending, Retail Banking, Customer Service, Sales Management, Sales, New Business Development, Credit, Small Business, Commercial Mortgages, Commercial Lending, Loan Origination, Banking, Portfolio Management, Credit Analysis, Branch Management, Finance, Underwriting, Construction Loans, FHA, Cash Management, Relationship Management, Residential Mortgages, Mortgage Banking, Refinance
Education
The George Washington University 1993 — 1997
BS, Human Services
Bank of America July 2015 - Present
Bank of America 2009 - July 2015
Wachovia Bank 2003 - 2009
Skills
Vendor Management, Risk Management, Financial Analysis, Finance, Banking, Project Management, People Development, Inspiring People, Client Development, Cross Functional...
Education
The University of Connecticut School of Business 2007 — 2014
Master of Business Administration (MBA), Operations Management
University of Connecticut 1999 — 2003
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Lowe's Companies, Inc. May 2015 - Present
Time Warner Cable December 2010 - May 2015
Continental February 2006 - December 2010
Wachovia Bank September 2003 - February 2006
Deloitte 2001 - 2003
Milliken & Company 1998 - 1998
Skills
Benefits Management, Strategy, Employee Benefits, Benefits Administration, Management, Deferred Compensation, Incentive Programs, Executive Pay, HRIS, PeopleSoft
Education
The Citadel 1994 — 1998
Bachelor of Science (B.S.), Business with Accounting Concentration
RB Title LLC March 2012 - Present
Wachovia Bank 2007 - July 2010
Skills
Banking, Loans, Credit, Consumer Lending, Credit Analysis, Commercial Banking, Customer Service, Risk Management, Credit Unions, Microsoft Office, Retail Banking, Process Improvement, Financial Analysis, Cross Selling, Microsoft Excel, Deposits, Branch Banking, Cash Management, Loan Origination, Microsoft Word, Highly detail oriented, Finance, Commercial Lending, Financial Services, Underwriting, Mortgage Banking, Investments
Education
Texas A&M University 2002 — 2005
Bachelor's degree, Agricultural Development
Dripping Springs High School 1996 — 2000
Alston & Bird LLP September 2014 - Present
NewMarket Corporation September 2013 - December 2013
Alston & Bird LLP May 2013 - August 2013
U.S. Securities and Exchange Commission May 2012 - August 2012
Genworth Financial August 2009 - July 2011
Genworth Financial May 2008 - August 2008
AIPAC May 2007 - August 2007
Wachovia Bank May 2006 - August 2006
Office of the Attorney General of Virginia June 2004 - August 2004
U.S. House of Representatives May 2003 - August 2003
Education
The College of William and Mary - Marshall Wythe Law School 2011 — 2014
J.D.
University of Georgia - Terry College of Business 2005 — 2009
B.B.A., Finance
PennyMac Loan Services, LLC May 2015 - Present
BlackRock October 2014 - April 2015
U.S. Senator Bob Corker November 2010 - October 2014
OCC February 2009 - November 2010
Wachovia Bank April 2006 - June 2008
Countrywide June 2002 - April 2006
Skills
Agency MBS, Public Policy, Regulatory Analysis, American Politics, Regulatory Affairs, Fixed Income Analysis, Trading
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2000 — 2002
Master of Arts (M.A.), International Relations and Affairs
The Johns Hopkins University 1997 — 2001
Bachelor's degree, International Relations and Affairs
Wells Fargo August 2009 - Present
Wachovia Bank May 2004 - August 2009
DPR Construction November 2000 - May 2004
Frito Lay Plano Headquarters January 1995 - November 2000
Skills
Contract Negotiation, Construction Management, Vendor Management, Property Management, Renovation, Management, Leadership, Construction, Project Planning, Engineering, Project Management, Program Management, Risk Management, Contract Management, Product Development, Budgets
Education
Texas A&M University 1989 — 1993
Bachelor of Science (B.S.), Mechanical Engineering
Texas A&M University 1989 — 1993
bs, mechanical Engineering
Texas A&M University 1989 — 1993
Bachelor of Science (B.S.), Mechanical Engineering
PFM Asset Management LLC May 2006 - Present
Wachovia Bank May 2000 - May 2006
Manning & Napier Advisors May 1997 - May 2000
T Rowe Price November 1994 - May 1997
Prudential Insurance May 1990 - November 1994
AIG VALIC September 1988 - May 1990
Skills
Asset Management, Retirement, Securities, Benefits, Investments, Marketing Strategy, Marketing Management, Sales, Pensions, Asset Allocation, Defined Contribution, Deferred Compensation
Education
Texas A&M University 1982 — 1988
Bachelor of Science, Economics
Wells Fargo Bank April 2011 - Present
Wells Fargo Bank March 2008 - April 2011
Wells Fargo Bank July 2001 - March 2008
Wachovia Bank January 2000 - March 2001
Wachovia Bank July 1998 - July 2000
Bank of America (formerly NationsBank) July 1993 - August 1996
Skills
Banking, Finance, Commercial Banking, Portfolio Management, Training, Credit, Financial Analysis, Financial Modeling, Credit Analysis, Investments, Commercial Lending, Capital Markets, Relationship Management, Financial Services, Loans, Credit Risk, Management, Risk Management, Corporate Finance, Strategic Planning, Series 7
Education
The College of William and Mary - The Mason School of Business 1996 — 1998
MBA, Finance
University of Virginia 1989 — 1993
BA, English
Wachovia Bank May 2006 - Present
Health and Healing Center September 2002 - January 2004
Mental Health Association of Greater Dallas May 1999 - May 2002
Unity Church of Dallas January 1992 - May 1996
Corporate America Federal Credit Union May 1986 - May 1989
Benjamin Franklin Savings and Loan January 1982 - June 1986
Education
Global College of Natural Medicine 2007 — 2009
Holistic health
University of Sedona 1993 — 1996
PH.D, metaphysical pyschology
Texas A&M University 1977 — 1981
Mid America Group October 2013 - Present
Creative Financial Group, LLC March 2008 - October 2013
Wachovia Bank September 2000 - March 2008
Atlantic/Lucent Technologies 1998 - 1999
Education
The American College 2013 — 2013
ChFC®, Designation
The American College 2001 — 2003
CFP®, Designation
Widener University 1997 — 1999
Masters, Education
Millersville University of Pennsylvania 1991 — 1996
Bachelors, Business Administration
Stryker Interventional Spine July 2009 - Present
ADP October 2008 - June 2009
ADP Major Accounts 2008 - 2009
Wachovia June 2006 - September 2008
Wachovia Bank 2006 - 2008
Structure Logistics August 2002 - May 2006
Vizza Wash Services, Llc 2000 - 2002
Skills
Lead Generation, Strategic Planning, Sales, Investments, Mortgage Lending, Cold Calling, Sales Process, Sales Management, Customer Retention, Microsoft Excel, Portfolio Management, Recruiting, B2B, Sales Presentations, Consulting, Medical Devices, Capital Equipment, Spine, Product Launch, Sales Force Development, Account Management, RF, Sales Operations, Training, Leadership, Selling, Direct Sales, Market Development, Salesforce.com, Operating Room
Education
Texas Tech University 2002 — 2006
Churchill 1996 — 1999
HSBC February 2014 - Present
HSBC April 2009 - February 2014
HSBC August 2008 - March 2009
The Boston Consulting Group October 2005 - July 2008
Booz Allen Hamilton June 2004 - August 2004
Wachovia Bank September 2002 - August 2003
Silverline Technologies March 1998 - September 2002
Datacraft June 1995 - March 1998
CMC Limited May 1993 - June 1995
Skills
Management Consulting, Process Improvement, Portfolio Management, Acquisition Integration, Operational Strategy, Operational Efficiency, Marketing Strategy
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Finance, Marketing & Economics
University of Pune 1988 — 1992
Bachelor of Engineering, Computer Science
CFA Institute
Passed CFA Level I in June 2010
Project Management Insitute (PMI)
Passed PMP Exam in Feb 2002
Freight Farms, INC January 2015 - Present
Mohr Collaborative December 2013 - Present
Onstott Consulting Services August 2012 - Present
LaunchCapital LLC February 2009 - Present
Nanny Caddy LLC October 2011 - August 2014
Fidelity Investments August 2007 - December 2008
The Parthenon Group June 2006 - August 2006
The Palmetto Bank April 2001 - June 2005
Wachovia Bank September 1995 - March 2001
Skills
Contract Negotiation, Financial Analysis, Financial Modeling, Managerial Finance, Credit Risk, Risk Assessment, Venture Financing, Start-up Ventures, Venture Debt, Small Business, Business Planning, Operations Management, Portfolio Management, Risk Management, Entrepreneurship, Strategy, Venture Capital, Start-ups, Strategic Partnerships, Management, Business Development, Finance, Business Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
MBA
Wofford College
BA
Bridgetree Inc. February 2002 - Present
Wachovia Bank September 1999 - February 2002
Franchise Tax Board October 1993 - September 1999
Skills
Customer Analysis, Analytics, Segmentation, Predictive Analytics, Statistical Modeling, SAS, Data Mining, Web Analytics, Data Analysis, Predictive Modeling, Database Marketing, SAS programming, Logistic Regression, Cluster Analysis, Business Analytics, Business Intelligence, Market Analysis
Education
The Ohio State University 1988 — 1993
PhD, Statistics
University of California, Berkeley 1985 — 1987
BA, Applied Mathematics
KBM Group June 2014 - Present
Harte Hanks November 2007 - June 2014
Smartbargains January 2006 - November 2007
BJ's Wholesale Club January 2004 - December 2005
Wachovia Bank 1999 - 2003
BankBoston June 1997 - November 1999
Bank One (Chase) 1990 - 1997
Citibank May 1987 - November 1990
First Chicago Bank & Trust 1984 - 1987
Chase Econometrics 1983 - 1984
Education
The University of Chicago Booth School of Business 1983 — 1986
MBA, Finance/Accounting
The Ohio State University 1975 — 1979
BS/MS, Mathematics
Oakbrook Solutions, Inc. March 2007 - Present
Wachovia Bank 1989 - 2007
Skills
Financial Services, Securities, Recruiting, Banking, Wealth Management, Asset Management, Account Management, Investments, Fixed Income, Process Improvement, Financial Markets, Back Office, Mergers & Acquisitions, Trading, Cash Management, Middle Office
Education
Temple University 1989 — 1994
Accounting and Finance
Wells Fargo June 2009 - Present
Wachovia Bank November 2005 - June 2009
Wachovia Bank May 2000 - November 2005
Borden October 1999 - May 2000
Freddie Mac September 1991 - September 1994
Freddie Mac June 1991 - September 1991
Servistar Corporation October 1989 - June 1991
Mellon Bank February 1989 - October 1989
Freddie Mac February 1988 - February 1989
Planning Research Corporation June 1985 - February 1988
Skills
SOA, Business Requirements, Analysis, Data Analysis, Team Leadership, SDLC, Business Analysis, Agile, Visio, Systems Analysis, Requirements Analysis, Process Improvement, Web Services, Scrum, XML, Integration, Process Engineering, Enterprise Architecture, Software Documentation, Agile Methodologies, Project Management, Software Project..., Testing, Quality Assurance
Education
The George Washington University 1986 — 1994
M.S., Information Systems Management
University of Virginia 1981 — 1985
B.S., Systems Engineering
Northside High School 1978 — 1981
Wachovia Bank August 2007 - November 2008
VeriSign 2006 - 2007
Education
Texas Tech University - Rawls College of Business 2003 — 2005
BLOOMBERG April 2007 - Present
Smarrt-Hose Technology April 2006 - April 2007
Sovereign Bank April 2005 - April 2006
Wachovia Bank May 2002 - May 2005
Education
TEMPLE UNIVERSITY 2000 — 2002
Colegio Bolivar 1982 — 1995
Wachovia Bank Vice President / Private BankWachovia BankNovember 2004 - Present
Education
Texas Christian University 1998 — 2002
Wachovia Bank August 2002 - Present
Education
Temple University 2007 — 2009
Integrated Financial Group, Inc. June 2008 - Present
JPMorgan Chase August 2005 - April 2008
Wachovia Bank August 2002 - March 2005
American Express Financial Advisors January 1998 - May 2002
Skills
FHA, Mortgage, Retirement Planning, Refinance, Loans, Credit, Mortgage Lending, Financial Planning, Investments, Annuities, Banking, Insurance, Purchase, Estate Planning, First Time Home Buyers, Consultative Selling
Education
The George Washington University
Wachovia/Strategic Consulting 2007 - Present
Wachovia January 2005 - Present
Wachovia Bank 1997 - Present
SouthTrust Bank April 1997 - January 2005
Ernst & Young January 1995 - April 1997
Coopers & Lybrand January 1990 - January 1995
Education
Texas Tech University 1977 — 1981
Finance & Management
Wachovia Bank SVP, Human resources ManagerWachovia, A Wells Fargo CompanyApril 2009 - Present
Wells Fargo Bank 2009 - Present
Wachovia 1989 - Present
CoreStates Financial, (Now Wachovia) 1988 - 1998
Corestates Financial Corp 1989 - 1997
CoreStates 1989 - 1997
Education
Temple University 1970 — 1975
Accenture December 2008 - Present
Wachovia Bank December 2006 - December 2007
Skills
Visio, Call Center, Process Improvement, Project Management, Business Analysis, Vendor Management, Program Management, SharePoint, PMP, Integration, Change Management, SDLC, MS Project, Requirements Analysis, Requirements Gathering, Team Building, Analysis, Project Coordination, Resource Management, Coaching, Agile Project Management, PeopleSoft, PMO, Team Leadership, Cost Benefit, Business Process..., Project Portfolio..., Strategic Planning, Software Project..., Performance Management, Leadership Development, Scope Management, Contract Negotiation, Business Development, Business Requirements, Training, Six Sigma, Banking, Data Analysis, Microsoft Word, Microsoft Excel
Education
Texas Tech University 1994 — 1997
Winston Churchill High School 1990 — 1994
HS, General
Clarifi (formerly known as Consumer Credit Counseling Service of Delaware Valley 2002 - Present
Wachovia Bank 1990 - 2001
Skills
Teaching, Credit, Customer Service, Fundraising, Microsoft Office, Community Development, Team Building, Strategic Planning, Marketing Strategy, Financial Education, Public Relations, Leadership, Loans, Finance, Budgets, Coaching, Social Networking, Salesforce.com, Recruiting, Call Centers, Staff Development, Mortgage Lending, Training, Social Entrepreneurship, Financial Services, Grants, Investments, Research, Event Planning, Program Management, Microsoft Excel, Social Media, PowerPoint, Credit Counseling, Policy, Leadership Development, Learning Management..., Banking
Education
Temple University - Fox School of Business and Management 1988 — 1992
Bank of America July 2015 - Present
JPMorgan Chase & Co. August 2014 - June 2015
JPMorgan Chase June 2010 - July 2014
Kforce Inc. January 2010 - June 2010
The Brickman Group April 2009 - December 2009
Capital One Bank March 2008 - March 2009
Wachovia Bank October 2005 - February 2008
Bank of America May 2003 - October 2005
Skills
Applicant Tracking..., Onboarding, Screening, Job Fairs, Background Checks, Sourcing, Recruiting, Sales, Training, College Recruiting, Interviews, Temporary Placement, Human Resources, Internet Recruiting, Leadership, Management, Banking, Customer Service, Loans
Education
Texas Southern University 1998 — 2002
B.A, Public Relations and Advertising
Memorial High School 1994 — 1998
Diploma
Capital One Bank March 2008 - Present
Wachovia Bank October 2005 - February 2008
Bank of America April 2003 - October 2005
United Health Group July 2002 - April 2003
Education
Texas Southern University 1998 — 2002
BA, Public Relations and Advertising
Southwest Securities, FSB July 2012 - Present
JP Morgan Chase June 2008 - July 2012
Citibank, NA May 2007 - June 2008
Wachovia Bank January 2006 - May 2007
CitiCapital Commercial Corporation March 2004 - January 2006
Skills
Credit, Loans, Commercial Banking, Credit Analysis, Sales, Commercial Lending, Small Business Lending, Lines Of Credit, Banking, Credit Risk, Portfolio Management, Underwriting, Commercial Mortgages
Education
Texas A&M University - Mays Business School 1998 — 2002
Bachelor of Business Administration (BBA), Business Management
Avondale Wealth Management October 2014 - Present
Avondale Wealth Management April 2012 - September 2014
Clark Consulting December 2011 - March 2012
Clark Consulting July 2009 - December 2011
Wachovia May 2007 - July 2009
Wachovia Bank June 2005 - May 2007
Education
Texas A&M University 2001 — 2005
Bachelor of Business Administration, Finance
Wachovia Technology ManagerWells FargoJanuary 2010 - Present
Wachovia Bank 2003 - Present
Education
Temple University 1989 — 1993
Wachovia Bank Vice PresidentWachovia Bank2006 - 2008
Public Sector Solution February 2000 - January 2001
Education
The George Washington University 1980 — 1982
Northwestern Mutual Wealth Management Company March 2009 - Present
Goethe Institut 2010 - 2011
Wachovia Bank June 2006 - February 2009
Northwestern Mutual June 1995 - June 2006
AT&T June 1980 - November 1993
Skills
Sales, Coaching, Fundraising, Team Management, Financial Services, Finance, Retirement Planning, Investments, Estate Planning, Wealth Management, Insurance, Strategic Financial..., Series 7, Mutual Funds, Securities
Education
Valparaiso University 1969 — 1973
BA, History, English
American College
CLU, Insurance
American College
ChFC, Financial Planning
Wachovia Bank January 2005 - Present
Wachovia Bank January 2005 - Present
Education
The Citadel 1987 — 1991
Queensborough National Bank & Trust Co. March 2011 - Present
SunTrust Bank October 2008 - March 2011
Georgia Bank and Trust Company December 2004 - October 2008
Wachovia Bank March 2002 - November 2004
Education
Texas Tech University
Ph.D, Wildlife Toxicology
Bank of Texas January 2013 - Present
Wells Fargo January 2012 - January 2013
Wells Fargo May 2009 - March 2012
Wachovia Bank May 2008 - April 2009
Wachovia Bank June 2007 - April 2009
Emiel Hill May 2007 - May 2008
JPMorgan Chase October 2004 - May 2007
JPMorgan Chase December 1999 - May 2007
J.P.Morgan Chase 1999 - 2007
JPMorgan Chase November 1999 - October 2004
Skills
Mergers, Project Management, Treasury Management, Banking, Cash Management, Financial Services, Process Improvement, Management, Risk Management, CRM, Mergers & Acquisitions, Analysis, Finance, Vendor Management, Employee Benefits, Change Management, Project Planning, Training, Budgets, Strategy, Business Analysis, Customer Service, Payments, Portfolio Management, New Business Development
Education
The Ohio State University
Bachelor of Science (BS), Accounting
Cynthia Szigeti Improv Workshops 1975 - 2009
Wachovia Bank 2006 - 2007
World Savings 2005 - 2006
Acme Comedy Theatre 1994 - 2001
The Groundlings 1975 - 1991
The Comedy Store 1979 - 1983
Education
University of California, Los Angeles 1971 — 1974
M.F.A., Theatre Arts-Acting
University of California, Berkeley 1967 — 1971
B.A., Theatre and Culture
The A.C.T. Conservatory 1970 — 1970
Acting
Fairfax High School
Paychex August 2008 - Present
Wachovia Bank March 2005 - March 2008
The Financial Web, Inc. September 2004 - March 2005
AXA Advisors May 2003 - September 2004
Skills
401k, Employee Benefits, Investments, Retirement, Retirement Planning, Small Business, Asset Managment, Mutual Funds, Pensions, Business Planning, Start-ups, Management, Finance, Strategic Financial..., Tax, Asset Management, Financial Planning, Leadership, Sales
Education
The Ohio State University Fisher College of Business 1998 — 2002
BSBA, Finance
Wachovia Bank 2004 - 2008
Comerica Bank 2002 - 2004
PNC Financial Services Group 1998 - 2002
BankBoston 1982 - 1996
Education
The George Washington University - School of Business
Business
Wachovia Bank 1998 - Present
Collins Entertainment 1997 - 1998
Education
The John Marshall Law School 1994 — 1997
JD, Law
Winthrop University 1989 — 1992
BS, Finance
Wells Fargo Home Mortgage June 2011 - Present
Wachovia, A Wells Fargo Company January 2009 - August 2011
Wachovia Bank August 2005 - January 2009
Wachovia Bank August 2002 - August 2005
First Union National Bank November 2000 - August 2002
First Union National Bank May 2000 - November 2000
Retail Investment Group August 1995 - May 2000
Skills
Analysis, Analytics, CRM, Credit, Strategy, Leadership, Competitive Analysis, Business Analysis, Data Analysis, Banking, Management, SAS, Loans, Marketing, Risk Management
Education
The Catholic University of America 1989 — 1994
Bachelor of Science, Civil Engineering
Independent Consultant December 2012 - Present
Association for Financial Professionals October 2009 - December 2012
Independent Consulting October 2008 - September 2009
Wachovia Bank January 2007 - October 2008
Wachovia Bank May 2002 - January 2007
Wachovia Bank May 1998 - May 2002
Wachovia Bank May 1996 - May 1998
Wachovia Bank May 1988 - May 1996
Skills
Payments, Cross-functional Team..., Vendor Management, Strategy, Program Management, E-commerce, Treasury Management, Financial Analysis, Credit Cards, Electronic Payments, ACH, Management, Leadership, New Business Development, Banking, Mobile Payments, Emerging Payments, Alternative Payments, Card Acquiring, Payment Cards, SWIFT payments, Negotiation, Project Planning, Business Strategy
Education
University of Virginia Darden School of Business 1986 — 1988
MBA, Finance and Marketing
The Johns Hopkins University 1978 — 1982
BA, Economics and Psychology
The Brinks Company 2014 - Present
JDSU 2008 - 2013
Wachovia Bank 2000 - 2008
Deutsche Bank 1998 - 2000
Skills
Portfolio Management, Change Management, Business Development, Strategic Planning, Financial Analysis, Leadership, Due Diligence, Project Management, Contract Negotiation, Business Strategy, Start-ups, Asset Management, Finance, Business Analysis, Integration, Relationship Management, Vendor Management, Budgets, Asset Managment, M&A analysis, Real Estate Due..., Real Estate Transactions, Product Marketing, Product Management, Program Management, Negotiation, Commercial Real Estate, Analysis, Executive Consultation, International Business, International M&A, Business Case Modelling, Cross Functional Team..., Strategy, Management, Mergers & Acquisitions, Executive Management, Real Estate, Cross-functional Team...
Education
The Johns Hopkins University - Carey Business School
BS, Business and Management
Wachovia, A Wells Fargo Company March 2009 - Present
Wachovia Bank March 2005 - October 2008
Wachovia January 2004 - December 2004
First Union/Wachovia June 1994 - December 2003
First Union April 1991 - June 1994
First Merit 1975 - 1991
Education
The University of Akron 1975 — 1978
Business
Wachovia September 1999 - August 2008
Wachovia Bank 1999 - 2008
Skills
Business Development, Leadership, Management, Sales, Mortgage Lending, Call Centers
Education
Texas A&M University 1978 — 1983
BBA, Management
David Weekley Homes September 2014 - Present
BenefitMall (Formerly known as CompuPay) September 2013 - Present
Bank of America February 2011 - September 2013
Wachovia 2006 - February 2011
Wachovia, A Wells Fargo Company 2008 - 2010
Wells Fargo Bank 2008 - 2010
Wachovia, A Wells Fargo Company 2005 - 2009
Wachovia Bank 2005 - 2008
Wells Fargo 2003 - 2004
Education
Texas State University-San Marcos 1997 — 2002
BBA, Finance
Wells Fargo February 2009 - Present
Wells Fargo Bank 2009 - Present
Wachovia Bank September 1999 - February 2009
Skills
Commercial Banking, Credit, Commercial Lending, Small Business Lending, Loans, Middle Market, Credit Analysis, Banking, Consumer Lending, Leadership, Asset Based Lending, Mortgage Lending, Executive Management, Small Business, Cash Management, Lines Of Credit, Underwriting, Risk Management, Due Diligence, Commercial Mortgages, Loan Origination, Treasury Management
Education
The College of New Jersey 1975 — 1979
Bachelor of Science, Business Management
Wells Fargo September 2009 - Present
Wachovia July 2003 - Present
Wachovia Bank 2003 - Present
Winston-Salem State University 2001 - July 2003
Guilford Mills 1992 - September 1999
Skills
MOSS 2007, CMS, SharePoint, IIS, HTML, Intranet, Microsoft Office..., Visio, Agile Methodologies, System Deployment, Web Applications, SharePoint Server, SDLC, Business Analysis, Microsoft SQL Server, Process Improvement, SQL, ASP.NET, Web Development, .NET
Education
Winston-Salem State University 2000 — 2001
BS, Management Information System
Texas Southern University 1991 — 1995
BBS, Marketing
Wells Fargo April 2007 - Present
Wachovia Bank November 1999 - April 2006
United Mortgage & Loan Investment September 1998 - November 1999
United Mortgage & Loan Investment January 1997 - September 1998
United Mortgage & Loan Investment August 1995 - January 1997
Skills
Fixed Income, Credit Risk, Risk Management, Capital Markets, Derivatives, Banking, Counterparty Risk, Business Analysis, Interest Rate..., Credit Derivatives, Analysis, Credit, Enterprise Risk..., Financial Modeling, Financial Risk, Loans, Mortgage Lending, Trading, FX Options, Structured Products, Swaps, Calypso, Options, Real Estate Economics
Education
The College of William and Mary - The Mason School of Business 1993 — 1995
MBA, Finance
Virginia Polytechnic Institute and State University 1988 — 1992
B.S., Finance
Robert Half Technology May 2013 - October 2013
Collabera August 2012 - March 2013
C5Insight 2013 - 2013
StaffMasters April 2012 - June 2012
Kelly IT Resources July 2009 - April 2012
Wachovia Bank April 2004 - November 2008
Wachovia Bank January 2002 - April 2004
Wachovia Bank October 2000 - January 2002
ITP Inc April 2000 - October 2000
New Breed April 1998 - April 2000
Skills
Microsoft SQL Server, Access, VB.NET, JavaScript, Visual Basic, .NET, ASP.NET, PL/SQL, Crystal Reports, DB2, Unix, Business Intelligence, SDLC, SQL, C#, Software Development, Integration, Oracle PL/SQL...
Education
Texas A&M University-Commerce 1986 — 1988
M.S., Computer Science, Physics
Texas A&M University-Commerce 1980 — 1984
B.S., Computer Science, General Business
Wells Fargo Home Mortgage June 2014 - Present
Wells Fargo June 2012 - Present
Wells Fargo Home Mortgage November 2009 - June 2012
Wells Fargo Company November 2009 - November 2010
Wells Fargo December 2008 - November 2009
Wachovia Bank November 2006 - October 2008
Bank of America September 2005 - November 2006
Bank of America April 2003 - September 2005
Bank of America 1987 - 2003
Bank of America 1989 - 1990
Skills
Relationship Management, Project Management, Product Development, Process Simulation, Credit Cards, Risk Management, Process Improvement, Six Sigma, Portfolio Management, Credit, Banking, Retail Banking, Vendor Management, Payments, Business Analysis
Education
Texas A&M University
BS, Business Management
Wachovia Bank SVPWells Fargo Bank2010 - 2010
TD Securities February 1989 - February 2000
TD Securities 1989 - 2000
Chemical Bank 1987 - 1989
Education
The Johns Hopkins University
B.A.
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
M.A.
Feld Entertainment 2009 - Present
Oshkosh Corporation January 2006 - 2009
JLG Industries, a division of Oshkosh Corporation August 2004 - December 2005
JLG Industries May 2001 - August 2004
JLG Industries May 1998 - May 2001
Wachovia Bank August 1993 - May 1998
M&T Bank May 1990 - August 1991
Bank of America August 1982 - April 1990
Education
The Johns Hopkins University 1978 — 1982
Economics, Economics
Fifth Third Bank May 2015 - Present
TD Auto Finance December 2011 - May 2015
BB&T February 2010 - December 2011
Alphera Financial Services/BMW 2008 - 2009
Sovereign Bank 2006 - 2008
BB&T 2006 - 2006
Bank of America 2004 - 2006
Wachovia Bank 1993 - 2004
Skills
Business Development, Credit Analysis, New Business Development, Competitive Analysis, Relationship Management, Credit, Account Management, Loans, Underwriting, CRM, Management, Portfolio Management, Sales, Process Improvement, Negotiation, Marketing Strategy, Strategic Planning, Finance, Business Analysis, Selling, Banking, Consumer Lending, Training, Sales Process, Profit, Risk Management, Sales Management, Leadership, Coaching, Credit Risk, Commercial Lending, Customer Satisfaction, Retail, Customer Retention, Financial Analysis, Start-ups, Executive Management, Financial Risk, Forecasting, Call Centers, Insurance, Mergers & Acquisitions, Mortgage Lending, Pricing, Performance Management, Market Analysis, Retail Banking, Loss Mitigation, Financial Services, Loan Origination
Education
The Ohio State University 1987 — 1992
B.S.B.A.
River View High School
Wachovia Bank July 2000 - Present
Verizon May 1994 - April 2000
Education
The College of New Jersey 1973 — 1977
BS, Criminal Justice
Northstar Bank of Texas August 2010 - Present
Northstar Bank of Texas July 2009 - August 2010
Northstar Bank of Texas September 2007 - July 2009
Wachovia April 2006 - September 2007
Wachovia Bank February 2005 - April 2006
Skills
Banking, Customer Service, Finance, Management, Portfolio Management, Retail Banking, Team Building
Education
Texas A&M University 2000 — 2004
Bachelor of Science (BS), Sociology
Wells Fargo Bank NA December 2012 - Present
Wells Fargo Bank January 2008 - November 2012
Wachovia Bank June 2004 - June 2009
Skills
Commercial Banking, Loans, Program Management, Banking, Mortgage Lending, Investments, Small Business, Finance, Financial Services, Portfolio Management, New Business Development, Team Building, Insurance, Wealth Management, Estate Planning, Refinance, Commercial Mortgages, CRM, Lines Of Credit, Small Business Lending
Education
Tennessee State University 1994 — 1996
bs, marketing
PNC August 2011 - Present
Wachovia, A Wells Fargo Company January 2011 - August 2011
Bank of America September 2009 - December 2010
Accenture June 2005 - June 2009
JPMorgan Chase November 2004 - June 2005
Bank of America 2003 - 2004
AgFirst Farm Credit Bank February 2003 - September 2003
Wachovia Bank April 2002 - October 2002
Spring PCS 2000 - 2001
Internal Revenue Service 2000 - 2001
Skills
Vendor Management, Project Management, Risk Management, Change Management, PMO, Requirements Analysis, Demand Management, Banking, Integration, Business Intelligence, Analysis, Business Analysis, Databases, SDLC, Program Management, Basel II, Information Technology, Financial Reporting, Economics, Budget Estimating, Budget Forecasts, Finance, Project Portfolio..., Knowledge Management, Project Planning, Six Sigma, Management, Data Warehousing, Software Documentation, Quality Assurance, Business Process..., Business Requirements, Process Improvement, Portfolio Management, Leadership, Requirements Gathering, Financial Services, Software Development, IT Project Lifecycle, Data Governance, Advanced Analytics, Data Quality, Strategic Planning, Big Data, Big Data Analytics, Lean Six Sigma
Education
Temple University - Fox School of Business and Management 1994 — 1997
Bachelors of Business Administration, Finance
Wells Fargo Administrative AssistantWells FargoJanuary 2007 - December 2012
U.S. Bank September 2006 - December 2006
Wachovia Bank September 1989 - August 2006
Skills
Proficient in Microsoft...
Education
Temple University 2013 — 2017
Pursuing a business administration degree
Regions Bank August 2005 - Present
Wachovia Bank February 1995 - August 2005
Skills
Corporate Trust, Corporate Finance, Banking, Due Diligence, Fixed Income, Loans, Mutual Funds
Education
Texas Christian University - M.J. Neeley School of Business 1985 — 1986
MBA
Texas A&M University 1981 — 1985
BBA, Management
US Trust Private Wealth Management 2010 - Present
Merrill Lynch 2009 - October 2010
Bank of America January 2007 - April 2009
Wachovia Bank 2005 - 2007
Education
Temple University
Wells Fargo August 2011 - 2014
Wells Fargo August 2009 - August 2011
Wachovia Bank July 2005 - August 2009
Wachovia SecuritiesC December 2001 - July 2005
Bank of America June 1999 - June 2001
Dunkum Mortgage Group June 1998 - June 1999
First Union National Bank January 1992 - June 1998
Skills
Real Estate, Credit, Valuation, Commercial Real Estate, Portfolio Management
Education
Texas State University
BBA, Business Management
Citizens Bank August 2014 - Present
PNC Bank 2006 - August 2014
Citizens Bank 2002 - 2005
Wachovia Bank 1987 - 1998
Skills
Credit, Credit Analysis, Business Development, Commercial Banking, Portfolio Management, New Business Development, Commercial Lending, Banking, Loans, Sales, Finance, Relationship Management, Asset Based Lending, Financial Analysis
Education
Temple University
MBA, Business
Colonial Life & Accident Insurance Company 2010 - Present
Wachovia Bank July 2007 - 2009
Education
Texas A&M University-Commerce 1986 — 1987
The Bank of River Oaks September 2013 - Present
Comerica Bank May 2009 - September 2013
Wachovia Bank April 2002 - May 2009
Comerica Bank March 1993 - April 2002
Bank One September 1984 - March 1993
Skills
Commercial Lending, Commercial Banking
Education
Texas A&M University 1978 — 1984
BBA, MBA, Finance
Ricoh Business Solutions October 2010 - Present
Throughthefencebaseball.com August 2011 - Present
Comcast Corp March 2010 - August 2010
Wachovia Bank December 2006 - February 2010
Saturn of Oxford Valley July 2005 - December 2006
Philadelphia Eagles August 2004 - January 2005
Philadelphia 76er's Basketball Franchise May 2004 - August 2004
Y100 Radio Station December 2002 - May 2003
Skills
Cold Calling, Negotiation, Customer Service, Sales Management, Teamwork, Contract Negotiation, Salesforce.com, Sales&Marketing, Sales Operations, Sales Growth, Outside Sales, Business Development, Consulting, Account Management, CRM, Marketing, Lead Generation, Sales, Leadership, New Business Development
Education
Temple University 2000 — 2004
B.A, Communications and Mass Media
Archbishop Ryan Catholic High School 1996 — 2000
Delhaize America January 2015 - Present
Delhaize America February 2014 - Present
Food Lion May 2012 - Present
Delhaize Group August 2010 - September 2012
Food Lion January 2007 - August 2010
Food Lion September 2005 - January 2007
Wachovia Bank 2003 - 2005
Wachovia, A Wells Fargo Company 1998 - 2005
Skills
Retail, P&L, Pricing, Inventory Management, Forecasting, Visual Merchandising, Microsoft Excel, Budgets, Merchandising, Loss Prevention, Retail Sales, Inventory Control, Purchasing, Income Statement, Time Management, Leadership, Store Management, Customer Service, Management, Profit, Sales, Customer Satisfaction, Team Building, P&L Management, Team Leadership, Hiring, Training, Sales Operations, Payroll, Operations Management
Education
Tennessee Temple University 1994 — 1998
BS, Accounting/Business Administration
SunTrust March 2012 - Present
United States Army Reserve May 1992 - Present
Wyeth Pharmaceuticals April 2001 - November 2009
Wachovia Bank February 1995 - April 2001
Peace Textiles Inc. July 1993 - February 1995
Skills
Competitive Analysis, Managed Care, Sales Operations, Pharmaceutical Sales, Pulmonology, Sales Management, Selling, Cardiology, CRM, Hospitals, Pharmaceutical Industry, Endocrinology, Strategic Planning, Training, Leadership, Gastroenterology, Account Planning, Sales, OB/GYN, Infectious Diseases, Sales Effectiveness, Time Management, Management, Oncology, Team Building, Urology
Education
Bishopville High School 1970 — 2011
The Citadel 2004 — 2006
MBA, Business Administration
The Citadel 1990 — 1996
The Citadel 1988 — 1992
BS, Business Administration
The Citadel 1988 — 1992
KPNK LLC March 2011 - Present
Mirae Communications5, Inc June 2009 - October 2010
Wachovia Bank June 2005 - March 2008
ING Annuities June 2001 - June 2005
Skills
Training, Mutual Funds, Series 6, Retirement Planning, Banking, Wealth Management, Investments, Insurance
Education
Temple University - Fox School of Business and Management
Accounting
Wachovia Bank June 2010 - Present
British Government 1995 - 2001
Unemployment Benefit Office (England) 1979 - 1985
Education
The Open University 1986 — 1992
MA, Law and Psychology
Comerica Bank 2011 - Present
JPMorgan Chase 1995 - 2010
Wachovia Bank May 1987 - February 1992
Bank One 1986 - 1988
Skills
Credit Analysis, Treasury Management, Commercial Banking, Commercial Lending, Loans, Treasury Services, Cash Management, Credit, Banking, Portfolio Management, Relationship Management, Finance, Lines Of Credit
Education
Texas A&M University
B.A.
The University of Akron January 2008 - Present
Cutler Real Estate January 2004 - January 2007
First Command Financial Planning January 2001 - December 2003
First Citizens Bank November 1999 - January 2001
Wachovia Bank November 1996 - November 1999
Emery Worldwide Airlines June 1993 - September 1996
Education
Stark State College of Technology 2008 — 2010
AS, IT Network Administration/ Security
Western Oklahoma State College 1991 — 1993
AS, Aviation/Airport management/Commercial Pilot
The University of Akron 1985 — 1989
BSBA, Finance
The University of Akron
BS, Computer Information Systems
ICMA-RC January 2015 - Present
ICMA-RC January 2008 - December 2014
Wachovia Bank January 2005 - January 2008
Morgan Stanley February 2004 - December 2004
Education
Temple University - Fox School of Business and Management 2001 — 2003
MBA, Finance
James DiMemmo Financial Services April 2010 - Present
Wachovia Bank January 1999 - April 2010
Skills
Consumer Lending, Financial Services, Residential Mortgages, Retail Banking, Strategic Financial..., Strategic Planning, Mortgage Lending, Small Business, Business Development, Commercial Lending, Retirement, Loans, Finance, Credit, Insurance, Loan Origination, Sales, Investments
Education
College of New Jersey
Masters of Education, Education
The College of New Jersey
Master's degree
Wachovia, A Wells Fargo Company November 2010 - Present
Johnny Popcorn 2012 - 2015
Johnny Popcorn 2012 - 2015
Cooper University Hospital September 2007 - November 2010
WACHOVIA BANK September 1998 - September 2007
COMPUTER LEARNING CENTER October 1998 - December 1998
Softmart June 1998 - September 1998
COMPUTER LEARNING CENTER August 1997 - December 1997
Skills
Software Documentation, MS Project, Troubleshooting, Networking, Database Administration, Workshop Facilitation, Customer Service, Management, Windows, Technical Support, System Administration, Content Management, Sla, Data Migration, Help Desk Support, Vendor Management, Program Management, Requirements Analysis, Active Directory
Education
Computer Learning Center Inc 1997 — 1998
Network Engineering Technology and Administration
Temple University 1992 — 1997
BA, English
Central High School 1988 — 1992
Wells Fargo August 2013 - Present
BCBGMAXAZRIAGROUP August 2011 - Present
Wells Fargo April 2013 - August 2013
Wells Fargo June 2012 - April 2013
Wells Fargo December 2011 - June 2012
Rhino Acting Studios September 2011 - December 2011
Wachovia Bank February 2011 - December 2011
University of Washington December 2008 - April 2009
Tennessee State University August 2006 - April 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Negotiation, Editing
Education
University of Washington 2007 — 2010
Masters of Fine Art, Acting
Tennessee State University 2002 — 2007
Bachelor of Science (BS), Speech Communications and Theatre
U.S. Bank National Association 2006 - Present
Wachovia Bank 1989 - 2006
Skills
Corporate Law, Banking, Corporate Trust, Capital Markets, Fixed Income, Financial Services, Corporate Finance, Loans, Portfolio Management, Finance, Risk Management, Financial Analysis, Bonds
Education
Temple University 1982 — 1987
MBA, Finance
LaSalle College 1975 — 1980
B.S., Accounting
JPMorgan Chase September 1994 - Present
Wachovia Bank September 1987 - September 1994
Bank One September 1980 - September 1987
Education
The Ohio State University 1973 — 1974
Bachelor of Science, Mathematics
United States Military Academy at West Point 1971 — 1973
Engineering
TD Bank March 2014 - Present
HSBC Bank USA November 2012 - March 2014
HSBC Bank USA January 2009 - November 2012
Washington Mutual, Inc. August 2006 - January 2009
Wachovia Bank 2002 - 2006
Skills
Credit, Banking, Commercial Banking, Real Estate, Leadership Development, Negotiation, Sales Management, Professional Networking, Business Relationship..., Business Networking, Sales, CRM, Mergers & Acquisitions, Financial Services, Leadership, Loans, Entrepreneurship, Credit Analysis, Relationship Management
Education
Temple University 1991 — 1995
Secondary Education and Teaching
Ranstand Technologies January 2012 - Present
Convergys March 2008 - Present
Convergys Corporation January 2008 - January 2012
Wachovia Bank January 1999 - January 2007
EDS Corporation January 1998 - January 1999
IBM Retail Solutions January 1984 - January 1998
IBM Corporation January 1981 - January 1984
IBM Corporation January 1978 - January 1981
Skills
Technical Support, Software Documentation, Business Requirements, Business Intelligence, Change Management, Telecommunications, Troubleshooting, Team Leadership
Education
The George Washington University 1997 — 1998
Masters, Project Management
Comcast Cable March 2014 - Present
Comcast Cable March 2011 - February 2014
Comcast Cable August 2007 - February 2011
Wachovia Bank December 2005 - August 2007
HSBC Bank USA August 2004 - December 2005
Wachovia Bank January 1980 - January 2004
Skills
Leadership, Payments, Banking, Process Improvement, Cash Management, Financial Services, Risk Management, Financial Risk, Credit, Cross-functional Team..., Telecommunications, Relationship Management, Product Management, Analysis, Customer Experience, Outsourcing, CRM, Financial Analysis, Business Process..., Customer Retention, Strategy, Finance, Retail Banking, Business Analysis, PMO, Operations Management, Credit Cards, Forecasting, ACH, Electronic Funds..., Payment Systems, Mergers & Acquisitions, Compliance, Risk, Direct Debit, Lockbox
Education
Temple University - Fox School of Business and Management 1980 — 1988
Bachelor of Science, Business Administration
Wells Fargo Bank 2009 - Present
Wachovia Bank 1989 - 2008
Skills
Loans, Credit, Commercial Lending, Loan Origination
Education
Texas Tech University 1979 — 1983
BBA, Finance
UNC Charlotte PresidentInstitute of Transportation Engineers @ UNC CharlotteAugust 2014 - Present
UNC Charlotte August 2013 - Present
UNC Charlotte September 2014 - May 2015
Institute of Transportation Engineers @ UNC Charlotte August 2013 - July 2014
UNC Charlotte January 2014 - June 2014
Logan Heating and Air June 2012 - December 2012
New Hanover Regional Medical Center September 2011 - December 2011
Pizza at the Drake September 2009 - May 2010
Wachovia Bank November 2008 - November 2008
Skills
Financial Analysis, Corporate Finance, International Business, Sustainable Development, Customer Service, Teamwork, Data Analysis, Strategic Planning, Negotiation, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Leadership, Analysis, Public Speaking, PowerPoint, Management, Social Networking, GIS, SAS Programming, Stata, SPSS, Matlab
Education
University of North Carolina at Charlotte 2014 — 2016
Doctor of Philosophy (Ph.D.), Traffic Operations & Optimization
University of North Carolina at Charlotte 2013 — 2014
Master of Science (M.S.), Transportation Engineering
University of North Carolina at Wilmington 2010 — 2012
BS, Finance, French
The Ohio State University 2009 — 2010
Fifth Third Bank 2012 - Present
SunTrust Bank 2010 - 2012
Wachovia Bank 2007 - 2009
Wachovia Bank January 1998 - May 2007
Skills
Microsoft Word, Outlook, Windows, Customer Service, Public Speaking, Budgets, Strategic Planning, Negotiation, Teamwork, Sales Management, Sales Management..., Consultative Sales..., New Business Development, Business Development, Small Business Lending, Omega, Management, Retail Banking, Credit, Commercial Banking
Education
New School University
Milrose Consultants, Inc January 2008 - Present
Wachovia Bank June 2006 - December 2007
Wachovia Bank June 2004 - June 2006
State of NJ/Office of the Governor August 2002 - May 2004
Fleet Bank February 1999 - August 2002
Skills
Staff Development, Proposal Writing, Banking, Financial Analysis, Customer Service, Reporting & Analysis, Coaching, Organizing, Team Leadership, Microsoft Office, Management
Education
The College of New Jersey 1999 — 2001
B.A, Communications; Public Relations and Marketing
Litton Loan Servicing December 2009 - Present
Wachovia Bank November 2008 - December 2009
Enterprise Rent-a-Car Leasing Co January 2007 - October 2008
Education
Texas A&M University 2002 — 2006
Bachelor of Science, Economics and Kinesiology
First Citizens Bank January 2015 - Present
Wells Fargo Bank, NA Residential Valuation Services March 2013 - October 2014
Chase Bank June 2009 - May 2012
Wachovia Bank June 2006 - November 2008
World Savings, FSB December 2000 - June 2006
Nolan Appraial Services July 1996 - December 2000
Skills
Loss Mitigation, FHA, Real Estate, Loans, Appraisals, REO, Mortgage Servicing, Appraisers, Microsoft Office, Market trending, cost analysis, Risk Analysis, cost breakdown, Marshall Swift, Office Communicator, Management, Team Management, Valuation, Quicken, Bookkeeping
Education
LDS Career Workshop
LDS Career Workshop
The Catholic University of America
Pollitical Science
Valencia Community College
Certificates, Business and Real Estate
Kelly Staffing Services/Professional Management Enterprises December 2011 - March 2012
Kelly Services 2011 - 2012
Randstad Temporary Services February 2010 - December 2011
Daitech National Tax Center December 2009 - February 2010
Kia of March 2009 - July 2009
Wachovia Bank February 2007 - July 2009
Assurant Group June 2006 - November 2006
Rent A Center March 2006 - June 2006
Blue Cross Blue Shield (PGBA, TRICARE, Humana Gold) April 2002 - March 2006
ALLSTATE Insurance Company March 2000 - August 2001
Skills
Banking, Administrative..., Customer Service..., Account Manager, Financial Services, Receptionist Duties
Education
The University of Akron 1996 — 2001
College coursex, Accounting
The University of Akron 1996 — 2001
college courses, Accounting
First Data Corporation October 2008 - June 2013
TSYS October 2005 - September 2008
Visa July 2000 - August 2005
Wachovia Bank November 1994 - June 2000
Skills
Product Management, Payment Card Processing, Credit Cards, Debit Cards, Project Portfolio..., B2B, Analysis, Merchant Services, Portfolio Management, Financial Services, Electronic Payments, Bankcard Compliance, eCommerce, Customer Service, Collaborative Problem..., B2B Payment Solutions
Education
Texas Tech University
Bachelor of Science (BS)
Farmers Insurance Group of Companies January 2012 - Present
BBVA Compass August 2008 - August 2009
Wachovia Bank March 2007 - August 2008
Skills
Life, Health, Series 6,...
Education
Keller Graduate School of Management of DeVry University 2011 — 2012
Texas Southern University 1993 — 1999
Bachelors of Business Administration, Finance, General
Bridgeforce August 2014 - Present
Hilltop Consultants 2011 - 2013
Wells Fargo Home Mortgage January 2009 - June 2011
Wachovia Bank January 2002 - January 2009
Skills
Mortgage Servicing, Default management, Consumer Lending
Education
Temple University 1970 — 1974
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
HomeServe USA September 2014 - June 2015
RBS Citizens Bank (contract position) September 2013 - September 2014
Prudential Financial May 2006 - June 2013
Wachovia Bank November 1994 - May 2006
Wachovia Bank October 1993 - November 1994
Union Trust Comony June 1978 - October 1993
Skills
Customer Service, Variable Annuities, Retail Banking, Collections, Credit Cards, Phone Etiquette, Team Management, Lotus Notes, Microsoft Excel, Microsoft Word, Supervisory Experience, Banking, Training, Analysis, Insurance
Education
The University of Connecticut School of Business
Bachelor of Science (B.S.), Business Administration and Management, General
Robert wooler company July 2012 - Present
Giant Food January 2008 - Present
NCO Financial Systems March 2009 - January 2012
Wachovia bank August 1979 - August 2007
Skills
Customer Service, Retail, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Customer Satisfaction, PowerPoint
Education
Temple University
Bachelor of Business Administration (B.B.A.), Accounting