Wachovia Bank
Industry: Financial services company
DescriptionWachovia was a diversified financial services company based in Charlotte, North Carolina. Before its acquisition by Wells Fargo and Company in 2008, Wachovia was the fourth-largest bank holding company in the United States, based on total assets. Headquarters: Charlotte, North Carolina, United States Acquisition date: 31 December 2008 Founded: 16 June 1879 Defunct: 2008 (as an independent corporation); 2011 (as a brand) Subsidiaries: Wells Fargo Advisors, Wachovia Service Corp, Parent organization: Wells Fargo
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Wachovia Bank Employees
Wells Fargo November 2014 - Present
Plexus Worldwide, Inc. May 2014 - Present
Access National Mortgage January 2012 - November 2014
Westside Foundry June 2010 - December 2011
Generation Mortgage Co. December 2009 - June 2010
Atlanta Financial Associates May 2008 - October 2009
Southeast Mortgage of Georgia, Inc. January 2008 - April 2008
Wachovia Bank August 2006 - December 2007
Enterprise Rent-A-Car March 2005 - July 2006
Romsey Town Council September 2004 - February 2005
Skills
Loans, Customer Service, Outlook, Sales, Mortgage Lending, Banking, Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Organization, Telephone Reception, Process Scheduler, Expense Reports, Event Planning, Written Correspondence, Financial Reporting, Travel Planning, Credit Analysis, Mac OS X, PhotoImpact, Aperture, Photoshop, Lotus Notes, Consumer Lending, Management, Mortgage Banking, Insurance, OS X, Loan Origination, VA loans
Education
American Military University
Bachelor of Science, Psychology
The University of Georgia 1997 — 1999
Cross Keys High School 1994 — 1997
Academic High School Diploma, General Studies
Citizens Bank September 2015 - Present
The Citizens Bank of Philadelphia January 2014 - August 2015
Wells Fargo Bank July 2011 - January 2014
Wells Fargo December 2009 - July 2011
Wachovia Bank March 2007 - December 2009
Skills
Commercial Banking, Loans, Banking, Treasury Management, Deposits, Small Business Lending, Commercial Lending, Credit Analysis, Cross Selling, Credit, Mortgage Lending, Finance, Investments, Portfolio Management, Loan Origination, Retail Banking, Underwriting, Credit Risk, Refinance, Cash Management, SBA, Financial Services, Mortgage Banking, Wealth Management, Consumer Lending, Residential Mortgages, Commercial Mortgages, Management, Customer Service, Financial Analysis, Sales, Risk Management
Education
University of Southern Mississippi 2002 — 2005
BA, Political Science
USAA August 2013 - Present
Dahill March 2013 - June 2013
Wells Fargo Insurance Services June 2010 - October 2012
Wachovia Bank 2004 - 2010
Skills
Strategic Planning, Credit Analysis, Sales, Small Business, Credit, Team Building, Commercial Banking, Business Development, Loans, Banking, Minolta, Retail Banking, Mortgage Lending, Consumer Lending, Customer Service, Small Business Lending, Lines Of Credit, Commercial Lending, Underwriting, Insurance, Leadership, Team Leadership, Process Improvement, Refinance, Budgets
Education
The University of Texas at San Antonio 2004 — 2010
Bachelor of Business Administration (B.B.A.)
Callaway Golf Company April 2005 - Present
BB&T October 2002 - April 2005
Wachovia Bank November 2001 - October 2002
Golf Course Finance Solutions, LLC July 2000 - November 2001
GMAC Commercial Mortgage/ Commercial Capital Initiatives, Inc January 1999 - June 2000
Franchise Mortgage Acceptance Corporation May 1998 - January 1999
Dunlop Slazenger Corporation June 1990 - May 1998
Drexel Burnham Lambert April 1988 - May 1990
Wells Fargo Armored Service February 1987 - March 1988
Holmes Freight Lines January 1985 - February 1987
Skills
New Business Development, Sales Operations, Credit, Sales, Golf, Selling, Portfolio Management, Customer Service, Golf Courses, Sports Marketing, Sales Management, Retail, Management
Education
The University of Kansas 1980 — 1985
BA, Economics
The University of Kansas
Bachelor of Arts, Economics
Deerfield High School
PlainsCapital Bank September 2014 - Present
Capital One Bank October 2009 - September 2014
Compass Bank October 2008 - September 2009
Wachovia Bank June 2005 - September 2008
Skills
Commercial Banking, Credit, Small Business Lending, Commercial Lending, Loans
Education
The University of Texas at Austin
Douglas County School District October 2014 - Present
State of Alaska October 2011 - August 2013
AT&T Mobility June 2009 - February 2011
Wachovia Bank March 2006 - July 2008
Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Java, Team Building, Project Management
Education
Webster University 2011 — 2013
Master of Business Administration (MBA), Management/Finance
Troy University 2008 — 2011
Bachelor of Science (BS), Psychology
Wells Fargo December 2014 - Present
Stewart Lender Services September 2011 - September 2014
Fannie Mae December 2008 - September 2011
Wachovia Bank October 2006 - November 2008
Wachovia Bank October 2005 - October 2006
World Savings March 2004 - October 2005
World Savings April 2001 - March 2004
Skills
Appraisals, Valuation, Team Building, Training, Quality Control, Loans, Strategic Thinking, Organizational..., Appraisers, Foreclosures, Mortgage Banking, Default, Loan Origination, Real Estate Economics, Residential Homes, Single Family Homes, Risk Management, Real Estate Transactions, Mortgage Underwriting, Disposition, Residential Mortgages, Negotiation, FHA, REO, Real Estate, Due Diligence, Fannie Mae, Appraising, Securitization, Underwriting, Loss Mitigation, Management, Mortgage Lending, Leadership, Investors, Investment Properties, Refinance
Education
The University of Texas at Austin 1995 — 1999
Bachelor of Science (BS), Communications
Rail Training & Consulting, Inc & Railsoft Systems, Inc December 2004 - Present
Junior League of Greenville August 2004 - Present
Wachovia Bank May 2004 - February 2005
Maxim Healthcare Services September 1999 - April 2004
Skills
Railway, Rail Operations, Operations Management, Team Building, Process Improvement, Contract Negotiation, Transportation, Leadership, Strategic Planning, Customer Service, Budgets, Rail, New Business Development, Contract Management, Training, Management, Sales
Education
The University of Georgia 1995 — 1999
Bachelor's degree, Health Promotion and Wellness
Abbeville High School 1991 — 1995
UTSA Small Business Development Center 2010 - Present
Wachovia Bank 2005 - 2010
Prudential Financial 2002 - 2005
Skills
Management Consulting, Change Management, Business Strategy, Strategy, Information Management, Business Analysis, Business Development, Project Management, Start-ups, Analytics, Social Media Marketing, Web Marketing, Consulting, Business Planning, Leadership
Education
The University of Texas at San Antonio
Bachelor of Arts (B.A.)
Community & Southern Bank January 2014 - Present
First Citizens Bank November 2011 - January 2014
Wells Fargo Bank February 2009 - January 2012
RBC Bank January 2008 - February 2009
Wachovia Bank January 2003 - December 2007
SunTrust Bank August 2000 - December 2002
Skills
Business Banking, Merchant Services, Treasury Management, Commercial Banking, Financial Analysis, Credit Cards, Consumer Lending, Business Development, Sales, Mortgage Lending, Credit, Relationship Management, Cross Selling, Loans, Commercial Lending, Loan Origination, Cold Calling, Branch Banking, Home Equity Loans, Commercial Mortgages, Deposits, Leadership, Finance, Insurance, Lines Of Credit, Banking, Small Business Lending, Sales Management, Small Business, Customer Service, Retail Banking, Credit Analysis, Mortgage Banking, SBA, Management
Education
The University of Georgia 1995 — 1999
BA, Speech Communications
Reinhardt University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
M & T Bank June 2014 - Present
M&T Bank May 2011 - May 2014
Wachovia Bank October 2006 - May 2011
Skills
Customer Service, Outlook, Microsoft Word, Team Building, Loans, Series 63, Mortgage Lending, Credit, Mutual Funds, Refinance, Wealth Management, IRAs, Securities, Retirement Planning, Microsoft Office, Banking, PowerPoint, Small Business Lending, Lines Of Credit, Insurance, Branch Management, Fixed Annuities, Investment Strategies, Management, Retail Banking, Consumer Lending, Leadership, Finance, Financial Services
Education
Maryland Banking School 2015 — 2017
University of Maryland University College 2014 — 2016
Master of Business Administration (MBA)
Towson University 2001 — 2005
bs, sociology
Capital M Lending - NMLS# 275703 / 69445 June 2011 - Present
Mortgage Advocates December 2008 - June 2011
Wachovia Bank May 2006 - September 2008
World Savings Bank September 2005 - April 2006
Turfline, Inc. September 2001 - August 2005
Skills
Mortgage Lending, Refinance, Loans, VA loans, Management, Mortgage Banking, Loan Origination, Credit, FHA, Residential Mortgages, Credit Analysis, USDA, Banking, FHA financing, Underwriting, Customer Service, Real Estate Transactions, Sales, Life Insurance, Investment Properties
Education
The University of Texas at Austin
MetaMedia November 2011 - Present
Self November 2011 - Present
Words & Numbers November 2009 - November 2011
Words & Numbers December 2007 - October 2009
Words & Numbers June 2006 - December 2007
Words & Numbers January 2005 - June 2006
Patapsco Bank May 2004 - December 2004
Wachovia Bank September 2003 - May 2004
Script Magazine 2003 - 2003
The City Paper 2003 - 2003
Skills
Higher Education, Adult Education, Educational Technology, Education Management, Humanities, Social Sciences, Liberal Arts, Journalism, Editing, Textbooks, Online Publishing, Program Management, Team Management, Excel, PowerPoint, Microsoft Office, Emerging Technologies, E-learning, Publishing, Social Studies, Freelance Writing, Ghostwriting, Author Management, Authoring Tools, Learning Styles, Curriculum Mapping, Learning Strategies, Educational Assessment, Workforce Training, Curriculum Management, Bid Writing, Academic Editing, Academic Writing, American Literature, Process Management, E-Learning, Proofreading, Instructional Design, Editorial, Academic Publishing, Copy Editing, Curriculum Design, Content Development, Web Content, InCopy, Books, Publications, Literature, Content Management, Content Strategy
Education
Towson University 1999 — 2003
B.S., English - Writing & Mass Communication - Journalism
Aquasana January 2015 - Present
Vega June 2014 - November 2014
Vega February 2014 - June 2014
Dell May 2012 - September 2013
Dell KACE December 2010 - May 2012
Dell KACE August 2010 - December 2010
Dell June 2006 - August 2010
Bridgeway Villas Homeowner's Association May 2008 - May 2009
Wachovia Bank October 2005 - May 2006
Dell September 2000 - April 2001
Education
Institute for Integrative Nutrition
Certified Nutrition Health Coach
The University of Texas at Austin
BS
Entrust Solutions, LLC June 2015 - Present
Old Republic National Title Insurance Company February 2013 - June 2015
American Escrow Reconciliation September 2011 - February 2013
Escrow Pros LLC July 2006 - July 2012
Fidelity National Financial January 2001 - July 2006
Wachovia Bank September 1999 - January 2001
Skills
Executive Management, Operations Management, Sales Management, Account Management, Corporate Finance, Account Reconciliation, Escrow Account..., Escrow Account..., Website Management, Auditing, Employee Management, Microsoft Office, Ramquest, Landtech, Rynoh, Softpro, Resware, Title Insurance Audit, Title Insurance, Escrow, Mortgage Lending, Leadership, Management
Education
The University of Georgia 1995 — 1999
Bachelor of Business Administration (BBA), Accounting and Finance
Lassiter High School 1992 — 1995
High School Diploma, General Studies
Spectrum Community Health Center June 2012 - May 2014
Scottish Rite Tower November 2009 - June 2012
Wachovia Bank April 2007 - June 2008
Pennsylvania Hospital October 2005 - September 2006
David E December 2002 - June 2005
Girard Family Practice August 2001 - December 2001
Skills
Microsoft Office, Event Planning, Microsoft Excel, PowerPoint, Microsoft Word, Research, Fundraising, Customer Service, Social Media, Public Speaking, Outlook, Community Outreach, Event Management, Editing, Volunteer Management, Administrative..., Data Entry, Dictaphone, Typing, IDX, Cash Handling Experience
Education
Thomas Edison State College 2013 — 2017
Bachelor's degree, Human Resources Management/Personnel Administration, General
Thompson Institute 2001 — 2002
Certificate, Medical Office Management/Administration
Harland Clarke 2012 - Present
United Bank 2010 - 2012
Edward Jones 2008 - 2010
Wachovia Bank 2007 - 2008
Wachovia Bank 2004 - 2008
Skills
Banking, Business Development, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Cross Selling, Customer Service, Finance, Loans, Mortgage Lending, Retail Banking, Sales, Sales Management, Small Business Lending
Education
Trevecca Nazarene University 1997 — 2001
Business Administration, Business
SunTrust Bank January 2013 - Present
BB&T Bank December 2007 - January 2013
Wachovia Bank August 2004 - December 2007
Wells Fargo Financial June 2003 - July 2004
Skills
PowerPoint, Financial Reporting, Microsoft Office, Outlook, Microsoft Excel, Budget, Loans, Risk Management, Customer Service, Negotiation
Education
The University of Georgia 2008 — 2010
Masters, Business Administration
The University of Georgia 1999 — 2003
Bachelor of Business Administration, Finance
Buffalo Cooperative Federal Credit Union September 2015 - Present
Rich Products Corporation June 2015 - September 2015
SC Telco Federal Credit Union September 2013 - June 2015
DriveTime February 2013 - September 2013
Regions Bank February 2010 - February 2013
Wachovia Bank September 2009 - February 2010
Starbucks June 2006 - September 2009
Skills
Internal Audit, Account Reconciliation, Customer Service, Time Management, G/L Reconciliations, Banking, Microsoft Office, Social Networking, Sales Management, Human Resources, Leadership, Non-profit Program..., Oral & Written..., Office Management, Operations Management, Research, Training, Administration, Adobe Creative Suite, Business Communications, Coaching, Customer Satisfaction, Data Analysis, Desktop Publishing, Employee Relations, Film Editing, Final Cut Pro, Grant Writing, Photo Editor, Public Relations, Public Speaking, Teamwork, Text Editing, Volunteer Training
Education
The University of Memphis 2003 — 2007
Bachelor of Arts, Non Profit Business and Administration
Cordova High School 2001 — 2003
United Community Banks 2013 - Present
United Community Banks 2005 - January 2013
United Community Banks 2000 - 2005
United Community Banks 1997 - 2000
Wachovia Bank 1994 - 1997
Skills
Credit, Commercial Banking, Financial Risk, Commercial Lending, Credit Analysis, Loans, Banking, Credit Risk, Portfolio Management, Small Business Lending, Underwriting, Loan Origination, Retail Banking, Commercial Mortgages, Mortgage Lending, Financial Analysis, Lines Of Credit, Risk Management, Cash Management, Mortgage Banking
Education
The University of Georgia 1982 — 1986
BBA, Finance
TD Bank Group August 2011 - Present
Innovista Health May 2011 - August 2011
Wachovia, A Wells Fargo Company August 2005 - June 2009
Wachovia Bank August 2001 - August 2005
Lourie's 1976 - 1999
Skills
Banking, Customer Service, Credit, Loans, Securities, Financial Services, Training, AML, Marketing, Financial Advisory, Mergers & Acquisitions, Finance, Sales, Employee Benefits, Investments, Insurance, Retail Banking, Time Management, Mortgage Lending, Commercial Banking, Mutual Funds, Small Business Lending, Consumer Lending, Commercial Lending, Financial Risk, Portfolio Management, Treasury Management, Series 63, Loan Origination, Cross Selling, Credit Analysis
Education
The University of Georgia 1969 — 1973
BBA, Business Management
University of Georgia 1969 — 1972
Bachelor of Business Administration (BBA), Bachelor's.. Summma Cum Laude
Ares Management January 2015 - Present
Ares Management LLC August 2011 - December 2014
Wrightwood Capital January 2008 - August 2011
Wrightwood Capital January 1998 - December 2007
Principal Real Estate Investors May 1992 - January 1998
Wachovia Bank 1987 - 1991
Skills
Asset Management, Investments, Equities, Structured Finance, Risk Management, Loans, Disposition, Commercial Real Estate, Acquisitions, Management, Real Estate Economics, Real Estate, Due Diligence, Real Estate Development, New Business Development, Asset Managment, Real Estate Financing, Dispositions, Valuation, Portfolio Management
Education
The University of Texas at Austin 1985 — 1987
Masters of Business Adminstration, Finance/Real Estate
University of Illinois at Urbana-Champaign 1982 — 1985
Bachelor of Science, Architecture
University of Illinois at Urbana-Champaign 1976 — 1980
Bachelor of Arts, Economics
Colonial Bank June 1990 - August 2009
Wachovia Bank December 1985 - June 1990
First National Bank of Gwinnett County January 1973 - December 1985
Education
The University of Georgia 1968 — 1972
BBA, marketing
D.A. Davidson & Co. August 2013 - Present
Cortview Capital Holdings Inc August 2011 - June 2013
SunTrust Bank July 2009 - August 2011
Utiliquest February 2009 - July 2009
Axiant 2006 - 2008
Mann Bracken LLC December 2001 - January 2006
Wachovia Bank July 1998 - November 2001
First Horizon September 1997 - July 1998
Skills
Predictive Analytics, Business Analytics, Analytics, Leadership
Education
The University of Memphis 1993 — 1996
M.S., Statistics
Wachovia Bank April 2008 - Present
Wachovia, A Wells Fargo Company 2008 - Present
Wachovia Bank September 2007 - April 2008
Wachovia Bank January 2006 - September 2007
Wachovia Bank November 2005 - January 2006
Wachovia Bank September 2005 - November 2005
Bank of America July 2004 - September 2005
Bank of America July 2003 - July 2004
2003Bank of America July 2002 - July 2003
Bank of America January 2001 - January 2002
Education
The University of Texas at Dallas
present
The University of Texas at Dallas
Tyler Junior College
Biology
Monarch Development and Asset Management January 1999 - Present
First Bank and Trust January 2008 - January 2010
Wachovia Bank November 2005 - October 2007
Bancorp South April 2005 - October 2005
Allied/All South Mortgage October 2003 - April 2005
American General Finance October 2001 - October 2003
Skills
Commercial Lending, Management, Loans, Leadership, Real Estate, Underwriting, Investments, Financial Analysis, Budgets, Credit, Asset Managment, Finance, Strategic Planning, Small Business, Accounts Receivable, New Business Development, Contract Negotiation, Customer Service, Insurance, Negotiation, Sales, Accounts Payable, Banking, Sales Operations, Asset Management, Risk Management, Construction, Financial Risk, Accounting, Training, Employee Benefits, Due Diligence, Strategic Financial..., Executive Management, Project Management, Business Development, Mergers & Acquisitions, Property Management, Residential Homes, Team Building, Commercial Real Estate
Education
The University of Southern Mississippi 1996 — 1999
Accounting
MGCCC
Associate's degree
Florida Bank of Commerce January 2010 - May 2014
Seacoast National Bank 2008 - 2010
Wachovia Bank 2001 - 2008
Huntington National Bank 1994 - 2001
NationsBank 1986 - 1994
Skills
Credit Risk, Lines Of Credit, Mergers & Acquisitions, Treasury Management, Financial Reporting, Team Building, Strategic Financial..., Commercial Real Estate, Financial Risk, Asset Management, Executive Management, Business Development, Corporate Finance, New Business Development, Banking, Financial Analysis, Budgets, Financial Planning, Financial Services, Leadership
Education
The University of Memphis 1978 — 1979
MBA, Finance
The University of Tennessee at Chattanooga 1972 — 1976
BA, Chemistry
Bank of America Merrill Lynch July 2015 - Present
Bank of America September 2011 - July 2015
HSBC Bank July 2008 - September 2011
Wachovia Bank September 2006 - July 2008
New England Financial October 2005 - September 2006
Consolidated Technologies June 2004 - October 2005
Skills
Credit, Banking, Treasury Management, Investments, Cash Management
Education
The University of Connecticut School of Business 2007 — 2011
MBA, Finance
University at Albany, SUNY 2000 — 2004
B.S., Political Science
Stamford High School 1996 — 2000
Old Point Mortgage, LLC March 2010 - Present
Wachovia Mortgage FSB September 2006 - March 2011
Wachovia Mortgage, FSB June 2002 - September 2006
Wachovia Bank October 1991 - April 1998
Education
Thomas Nelson Community College 1982 — 1984
Associates, Business
Wells Fargo Home Mortgage January 2014 - Present
Wells Fargo October 2009 - Present
Wachovia Bank February 2007 - January 2010
Wachovia, A Wells Fargo Company February 2004 - March 2007
Wachovia, A Wells Fargo Company February 2002 - February 2004
Skills
Business Analysis, SDLC, PMO, Program Management, PMP, Business Process, CRM, Requirements Gathering, Management, Project Management, Change Management
Education
The University of Texas at San Antonio 1986 — 1990
BBA, Leadership & Administration
Bank of the Ozarks July 2015 - Present
Plano ISD Education Foundation August 2012 - Present
Inwood National Bank March 2007 - June 2015
First Horizon January 2005 - March 2007
Wachovia Bank April 2003 - March 2005
Lavinski, Alan & Associates 1997 - 2001
Skills
Commercial Lending, Financial Advisory, Loans, Cash Management, Finance, Mortgage Lending, Banking, Working Capital..., Financial Analysis, Credit Risk, Underwriting, Mergers & Acquisitions, Credit Analysis, Cash Flow, Budgets, Due Diligence, Strategic Financial..., Executive Management, Business Development, Portfolio Management, Credit, Commercial Banking, Small Business Lending, Loan Origination, Investments, Commercial Mortgages, Financial Modeling, Real Estate Economics, Risk Management, Construction Loans, Residential Mortgages, Mortgage Banking
Education
The University of Texas at Austin 1984 — 1988
BBA, Finance
Highland Park High School 1980 — 1984
Banc of California March 2014 - Present
Union Bank February 2009 - March 2014
Washington Mutual July 2007 - February 2009
Wachovia Bank March 2005 - July 2007
WFS Financial - Western Financial Bank March 2002 - March 2005
Shipman & Goodwin LLP 1999 - 2000
Skills
Due Diligence, Banking, Litigation, Financial Services, Mergers, Corporate Governance, Securities, Corporate Law, Risk Management, AML, Corporate Finance, Licensing, Capital Markets, Legal Research, Securities Regulation, Legal Writing, Intellectual Property, Leadership, Investments, Employment Law, Compliance, Commercial Litigation, Privacy Law
Education
The University of Connecticut School of Business 1997 — 1999
MBA, Finance
The University of Connecticut School of Law 1996 — 1999
JD/MBA
University of California, Irvine 1993 — 1996
BA, Criminology, Law, and Society
Alden Terrace
PDI, Inc. April 2009 - Present
AstraZeneca Pharmaceuticals September 2008 - January 2009
Wachovia Bank April 2004 - August 2008
Hewlett-Packard January 2002 - April 2004
Comcast Cable October 2000 - January 2002
Skills
Sales Management, Pharmaceutical Sales, Pharmaceutical Industry, Account Management, New Business Development, Cold Calling, Marketing Strategy
Education
The University of Georgia 1996 — 2000
BA, English
SunTrust Bank 2014 - Present
Morgan Stanley 2013 - 2014
Morgan Stanley 2011 - 2013
Wells Fargo Advisors 2007 - 2011
Morgan Stanley 2006 - 2007
Mercantile Bank 2005 - 2006
OutSell Consulting 2004 - 2005
Wachovia Bank 2002 - 2004
Merrill Lynch 2001 - 2002
Morgan Stanley 1999 - 2001
Skills
Wealth Management, Banking, Loans, Mortgage Lending, Finance, Portfolio Management, Financial Planning, Risk Management, Commercial Lending, Financial Services, Wealth, Credit, Financial Advisory, Management, Commercial Banking
Education
University of Vermont 1992 — 1996
Bachelor of Arts (B.A.), European History
The University of Stirling 1995 — 1995
Semester Abroad, Scottish History
UL Environment October 2007 - Present
Wachovia Bank September 2005 - July 2007
Bank of America January 2003 - August 2005
Charles Osborne and Company June 1999 - January 2003
Skills
Sustainability, Public Speaking, Presentation Development, Instructor-led Training, Account Management, Indoor Air Quality, Weather, Marketing Communications, Sales Management, Training, New Business Development, Management, Entrepreneurship, Proposal Writing, Strategic Planning, Sales, LEED, Product Development, Strategy, Program Management, Customer Service, Team Building, Community Outreach, Workshop Facilitation, Leadership Development, Project Management, Leadership, Business Development, Contract Negotiation
Education
University of West Florida, Graduate School of Business 1987 — 1990
MBA, Marketing Accounting Finance
University of Southern Mississippi 1996 — 1999
BS, Interior Design, Magna Cum laude
University of West Florida - College of Business 1982 — 1984
BS, Business, Management, Marketing, and Related Support Services, Cum Laude
Wells Fargo December 2011 - Present
Wells Fargo February 2010 - December 2011
Wachovia Bank April 2007 - February 2010
Skills
Small Business Lending, Commercial Banking, Banking, Credit, Commercial Lending, Equipment Finance, Practice Finance, Letters of Credit, Working Capital Lines..., Commercial Real Estate..., SBA Lending, Business Insurance, Finance, Treasury Management, Mortgage Lending, Commercial Mortgages, Leadership, Portfolio Management, Small Business, New Business Development, Insurance, SBA, Management
Education
Troy University 2000 — 2004
Bank of America October 2011 - Present
Custom Accents and Home Designs, Inc January 2009 - January 2011
Alpha Bank and Trust January 2008 - January 2009
SunTrust Bank January 2006 - January 2008
Bank of America Premier Banking and Investments January 2003 - January 2006
Wachovia Bank January 2000 - January 2003
Skills
Business Development, Small Business Lending, Business Banking, Relationship Management, Private Banking, CRM, Commercial Banking, Banking, Competitive Analysis, Investments, Management, New Business Development, Portfolio Management, Risk Management, Sales Management, Finance
Education
The University of Georgia
Bachelor of Science, Economics
Yushi July 2010 - August 2013
Wachovia Bank June 2008 - October 2010
South East Pathology February 2006 - February 2008
Skills
Training, QuickBooks, Invoicing, Payroll, Customer Satisfaction, Accounting, Account Reconciliation, Internal Audit, Time Management
Education
Baruch College
Accounting; BBA
Trident Technical College
Accounting
Envision Financial Systems April 2010 - Present
plumRHINO Consulting November 2008 - October 2009
Wachovia Bank May 2006 - October 2008
Guardian Investor Services February 2004 - April 2006
Skills
Business Strategy, Mutual Funds, Customer Relations, Process Improvement, Compliance, Operations Management, Capital Markets, Leadership, Portfolio Management, Customer Service, Sales, Banking, Risk Management, Account Management, Training, Analysis, CRM, Sales Operations, Fixed Income, Accounting, Business Development, Management, Strategy, Sales Process, Competitive Analysis, Equities
Education
Trinity College-Hartford 1999 — 2003
B.A., Political Science / Economics
Marblehead High School 1995 — 1999
J.P. Morgan July 2012 - Present
J.P. Morgan November 2009 - Present
Wachovia June 1995 - November 2009
Wachovia Bank 1995 - 2009
Education
The University of Georgia 1990 — 1995
Westside 1986 — 1990
San Antonio Federal Credit Union February 2009 - Present
Wachovia Bank 2006 - 2008
World Savings 2000 - 2008
Southwest Business Corporation 1989 - 1998
Skills
SDLC, Vendor Management, Business Analysis, Process Improvement, Project Management, PMP, SharePoint, PMO, Software Development, Requirements Analysis, Program Management, Analysis, Banking, Leadership, Requirements Gathering, Management, Visio, Information Technology, IT Management, IT Strategy, Strategy, Business Process, Business Process..., Integration, Risk Management
Education
The University of Texas at San Antonio 1997 — 1999
BBA, Management Information Systems
Wells Fargo Bank, N.A. June 2011 - Present
Wells Fargo Bank, N.A. June 2010 - June 2011
Wachovia Bank, N.A. October 2006 - June 2010
Wachovia Bank December 1999 - October 2006
First Union National Bank January 1999 - December 1999
Education
University of Mississippi 1981 — 1982
BA, Business Advertising
The University of Southern Mississippi 1977 — 1980
Journalism/Political Science/English/History/German
First Citizens Bank May 2015 - Present
First Citizens Bank April 2012 - April 2015
Wells Fargo Bank September 1998 - April 2012
Wells Fargo September 1998 - April 2012
Wachovia September 1998 - December 2009
Wachovia Bank September 1998 - December 2009
UNC Charlotte January 2004 - May 2005
DEC 1990 - 1996
Digital Equipment Corp 1990 - 1996
Day Data / DUPONT 1986 - 1990
Skills
Security, Information Security, CISSP, Risk Management, Computer Security, Enterprise Architecture, Management, SDLC, Training, Disaster Recovery, Vendor Management, Operating Systems, IT Strategy, Integration, Testing, Architectures, Consulting, Business Continuity, Information Security..., ITIL Service Strategy, Problem Management, Change Management, Incident Management, Architecture, GLBA, Governance, Java, Data Center, Program Management, SharePoint, Unix, Business Process..., Cloud Computing, Financial Risk, Information Assurance, Information Technology, Network Security, Software Development, Virtualization, Visio
Education
The University of New Mexico
Total Technology Solutions Group July 2015 - Present
wachovia Bank April 2006 - June 2008
Countrywide February 2004 - April 2006
Progressive Financial Health Services August 1998 - December 2004
Skills
Document Management, New Business Development, Sales Management, Business Development, Customer Satisfaction, Contract Negotiation, Major Accounts, Solution Selling, Sales Process, Cold Calling, Direct Sales, Salesforce.com, B2B, Document Imaging, Sales Presentations, Customer Service, Online Marketing, Customer Retention, Sales Operations, Marketing, Account Management, Sales, CRM, Lead Generation
Education
Triton College 1974 — 1976
Business Administration, Management and Operations
Proviso West 1970 — 1974
General Studies
DeLoach Sotheby's International Realty June 2015 - Present
Delta Community Credit Union May 2008 - April 2014
Wachovia Bank 2006 - 2007
Chubb Insurance June 2002 - December 2006
Skills
Customer Service, Leadership
Education
The University of Georgia 1997 — 2001
BBA, Real Estate, Finance
Supplemental Health Care September 2015 - Present
Hammes Professionals 2011 - 2015
The Buckle 2010 - 2011
BBVA Compass 2007 - 2009
Wachovia Bank 2005 - 2007
JPMorgan Chase 1996 - 2005
Skills
Recruiting, Human Resources, Customer Service, Technical Recruiting, Temporary Placement, Organizational..., Staff Retention, Banking, Employee Relations, Sales Management, Leadership, Sales, Talent Management, Team Building, Strategic Planning, Training, Temporary Staffing, Management, Microsoft Office, Interviews, Personnel Management, Talent Acquisition, Screening, Coaching, Business Development, New Business Development, Microsoft Excel, Time Management, Social Networking, Sourcing, Consulting, Applicant Tracking..., Onboarding, Executive Search, Marketing, Hiring, Search, Account Management, Finance, Leadership Development, Employee Training, Internet Recruiting, Cold Calling, College Recruiting, Contract Recruitment, Analysis, Program Management, Performance Management, Employee Benefits, Staffing Services
Education
University of Phoenix 2011 — 2013
Business, Human Resources Management
The University of Texas at Arlington 1991 — 1995
Bachelor of Applied Science (BASc), Communication and Media Studies
Boswell High School 1985 — 1989
Wells Fargo October 2012 - Present
Wells Fargo Bank May 2011 - October 2012
The Flock of Eagles, Inc. March 2009 - September 2011
Wells Fargo October 2010 - May 2011
Wachovia Bank November 2009 - December 2009
Wachovia Bank October 2006 - November 2009
Skills
Budgets, Staff Development, Small Business Lending, Banking, Commercial Lending, Credit, Financial Analysis, Risk Management, Relationship Management, Loans, Analysis, Finance, Team Building, Business Development, Sales, Management, CRM
Education
Troy University 2004 — 2006
ACCOUNTING, BUSINESS ADMINISTRATION
Groton Public Schools August 2009 - Present
Lorensen Toyota August 2008 - May 2009
MidSouth Bank October 2006 - April 2007
Wachovia Bank September 2005 - October 2006
Community Credit Union October 2003 - September 2005
Skills
Tutoring, Classroom, Curriculum Design, Curriculum Development, Lesson Planning, Classroom Management, Educational Leadership, Educational Technology, Management, Teaching
Education
Three Rivers Community College 2013 — 2015
Associate’s Degree, Accounting
University of Louisiana at Lafayette
The Home Service Store, Inc. November 2012 - Present
Soleil Tan January 2003 - November 2013
RadioShack September 2011 - November 2012
Designers Surplus June 2008 - April 2009
Nordstrom October 2006 - March 2008
Wachovia Bank February 2004 - August 2006
Circuit City June 2002 - February 2004
Best Buy June 2000 - July 2002
Skills
Leadership, Customer Service, Recruiting, Hiring, Training & Development, Team Building, Sales, Strategic Planning, Sales Management, Loss Prevention, Account Management, Creative Problem Solving, Influence Others, People Skills, Communication, Negotiation, Installation, Missions, Youth Ministry, Outstanding Customer..., Microsoft Office, Computer Proficiency, Networking, Decision Analysis, Facilities Management, Budget Setting, Purchasing, Payroll, Computer Literate, Office Administration, PeopleSoft, LexisNexis, OSHA, Accounts Payable, Administration, Management Consulting, Interior Design, Fitness, Nutrition, Quantitative Analytics, Motivational Speaking, Sales & Marketing..., Volunteering, Mission Work, Customer Relations
Education
The University of Georgia 1998 — 2001
Business Management
Wells Fargo August 2014 - Present
Wells Fargo January 2012 - Present
Wells Fargo 2008 - January 2011
Wachovia Corporation 2006 - 2008
Wachovia Bank November 2003 - 2006
Deloitte 1998 - 2003
Skills
Program Management, Talent Management, Human Resources, Strategy, Change Management, Recruiting, Leadership, Mergers & Acquisitions, Process Improvement, Outsourcing, Deferred Compensation, Management, Business Strategy, Training, Cross-functional Team..., Employee Relations
Education
The University of Texas at Arlington 1991 — 1995
BA, Political Science, Public Administrative Policy Minor Economics
Lincoln Harris June 2015 - Present
Lincoln Harris August 2012 - June 2015
CBRE June 2012 - August 2012
CBRE October 2011 - June 2012
CB Richard Ellis April 2010 - November 2011
Hendessi & Associates March 2008 - April 2010
Wachovia Bank January 2004 - March 2008
SouthTrust Bank/Wachovia Corporation January 2001 - January 2004
Office Images 2003 - 2004
Lincoln Property Company January 2000 - January 2001
Skills
Construction Management, Budgeting, Interior Design, Negotiation, Due Diligence, Teamwork, Supervising, Space Planning, Facilities Management, Move Management, Corporate Real Estate, Construction, Contract Management, Renovation, Contract Negotiation, Scheduling, Property Management, Vendor Relations, Fundraising, Site Selection, Retail, Problem Solving, Procurement, Customer Relations, Contract Negotiations, Real Estate, Team Building, Strategic Planning, Project Planning, Microsoft Office, Excel, Word, Outlook, Contractors, Customer Service, MS Project, Asset Management, PowerPoint, Budget Management, Planning, Program Management, Vendor Management, Space planning, Value Engineering, Space-planning, Process Scheduler, Feasibility Studies, Budgets, Leadership, Project Coordination
Education
The University of Georgia 1979 — 1982
BFA Art/Interior Design, Interior Design
Charleston Catholic
Legacy Mutual Mortgage February 2014 - Present
Security National Mortgage Company July 2013 - February 2014
Sente Mortgage April 2012 - May 2013
Wachovia/Wells Fargo 2008 - 2010
Wachovia Bank, 2006 - 2008
Skills
Retail, New Business Development, Event Planning, Customer Service, Customer Relations, Communications, Problem Solving, Sales Management, Client Acquisition, Banking, Consumer Lending, Small Business Lending, Marketing Management, Sales, Communication, Account Management, Budgets, CRM, Certified Mortgage..., Business Planning, Cold Calling, Construction Loans, Credit, Customer Acquisition, FHA, Investments, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Refinance, Credit Analysis, Financial Services, Finance, Management, Marketing, Marketing Strategy, Mergers, Recruiting, Negotiation, Reverse Mortgages, Small Business, Team Building, Strategic Planning, USDA, VA loans, Underwriting, Training, Strategy, Sales Process
Education
The University of Texas at Austin 1998 — 2003
BS, Communications/Youth and Community Studies
SunTrust Investment Services, Inc. 2011 - Present
SunTrust Bank Private Wealth Management 2011 - Present
Capital Partners Certified Development Company 2011 - Present
SunTrust Bank 2008 - 2011
Wachovia Bank 2005 - 2008
Smith Barney 2003 - 2004
Education
University of Georgia - Terry College of Business 2013 — 2014
CFP Certification
The University of Georgia 2000 — 2004
BS, Economics
Bay Bank, FSB July 2011 - Present
Heartland Payment Systems February 2009 - December 2010
Wachovia Bank November 2004 - February 2008
Bank of America January 2001 - November 2004
Bank of America January 1981 - December 2000
Skills
Customer Satisfaction, Direct Sales, Training, Loans, Banking, Financial Analysis, Management, Business Development, Sales, Mortgage Lending, Sales Management, Portfolio Management, Customer Service, Credit, Commercial Banking, Strategic Planning, Finance, Commercial Lending, Financial Services, Loan Origination, Customer Retention, Credit Analysis, Cross Selling, Cold Calling, Performance Management, Auditing, Lines Of Credit, Small Business Lending, Retail Banking
Education
Towson University
Music
Notre Dame Preparatory
M&T Bank January 2015 - Present
M&T Bank August 2013 - January 2015
Cardinal Bank July 2011 - August 2013
Access National Bank November 2010 - July 2011
Access National Bank September 2007 - November 2010
Wachovia Bank January 2003 - November 2003
First Union National Bank December 1999 - January 2002
AXA Advisors (Dallas, TX) April 1999 - December 1999
Fidelity Investments (Dallas, TX) June 1998 - April 1999
Skills
Credit, Commercial Banking, Small Business Lending, Training, Loans, Banking, Credit Analysis, Finance, Commercial Lending, Retail Banking, Credit Risk, Cash Management, Mortgage Banking, Commercial Mortgages, Cash Flow, Financial Risk
Education
The University of Dallas 1994 — 1998
BA, Economics
Oakcrest School, College Preparatory 1990 — 1994
Rackspace, the Open Cloud Company August 2013 - Present
Rackspace, the Open Cloud Company June 2012 - August 2013
Rackspace, the Open Cloud Company January 2010 - June 2012
Wachovia Bank 2005 - 2009
World Savings 2004 - 2005
Nationwide Insurance 2003 - 2004
Skills
Managed Services, Cloud Computing, Managed Hosting, ITIL Certified, Storage, Technical Support, Microsoft Exchange, SharePoint, Incident Management, Information Technology, ITIL, Data Center, Leadership, Servant Leadership, Account Management, Enterprise Software, Servers, Solution Selling, Management, Virtualization, Salesforce.com, CRM, SaaS
Education
The University of Texas at San Antonio 2000 — 2003
Biology, General
Amazon July 2015 - Present
Arkay Engineering Works December 2005 - Present
Railinc Corp. August 2006 - July 2015
GSK September 2005 - August 2006
Wachovia Bank June 2004 - September 2005
GSK October 2003 - April 2004
Cisco Systems November 2002 - September 2003
DaimlerChrysler August 2002 - November 2002
Cisco Systems January 2001 - May 2002
IBM January 1999 - January 2001
Skills
Software Development, Java, Java Enterprise Edition, Web Applications, Enterprise Software, Statistical Tools, Analytics, Business Strategy, Operations Management, Innovativeness, Multi-Cultural Team..., Team Building, Agile Methodologies, Hydraulic Systems, Metal Fabrication, JDBC, Spring, XML, Ant, Flex, JMS, SOA, Enterprise Architecture, REST, DB2, Cloud Computing, IT Strategy, Perl, Web Services, Scrum, Oracle, Agile Project Management, SDLC, Integration, Software Project..., Tomcat, Solution Architecture
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA
The University of Tennessee at Chattanooga 1996 — 1998
MS
University of Madras 1991 — 1995
BE
Tire Intelligence LLC February 2012 - Present
Wachovia, A Wells Fargo Company January 2010 - July 2011
Wachovia Bank July 2007 - December 2009
Lehman Brothers August 2004 - March 2007
Skills
Lotus Notes, Outlook, PeopleSoft, Microsoft Excel, Customer Service, Networking, Microsoft Office, Human Resources, Team Building, Social Networking, Microsoft Word, Event Planning, PowerPoint, Social Media, Internet Recruiting, Recruiting, Salesforce.com
Education
Towson University 1999 — 2003
BS, Communication Studies
Rackspace Hosting March 2011 - Present
Rackspace Managed Hosting March 2009 - June 2011
Wachovia/World Savings December 2006 - October 2008
Wachovia Bank 1996 - 2008
Wachovia/World Savings April 2004 - December 2006
Wachovia/World Savings November 2001 - April 2004
Wachovia/World Savings December 2000 - October 2001
Wachovia/World Savings February 1998 - November 2000
Wachovia/World Savings December 1996 - February 1998
Education
The University of Texas at San Antonio 1992 — 1996
BBA, Management
The Golf Club at South River May 2015 - Present
The Leukemia & Lymphoma Society March 2011 - May 2015
Juvenile Diabetes Research Foundation 2009 - 2011
Wachovia Bank 2008 - 2009
American Heart Association 2005 - 2007
The Business Monthly 2004 - 2007
Skills
Public Relations, Volunteer Management, Marketing Communications, Sponsorship, Social Media, Non-profits, Social Media Marketing, Event Management, Event Planning, Fundraising, Nonprofits, Social Networking, Press Releases, Sales, Philanthropy, Media Relations, Strategic Planning, Public Speaking, Management, Marketing, Leadership, Customer Service, Marketing Strategy, Community Outreach
Education
Towson Unviersity 1994 — 2009
Bachelor's degree, Communications & Marketing
Towson University 1994 — 1999
Bachelor's, Marketing/Communications
ITAC Solutions November 2013 - Present
Red Mountain Services September 2013 - November 2013
ITAC Solutions December 2012 - July 2013
Heitmeyer Consulting September 2011 - February 2012
Protective Life November 2008 - March 2011
Wachovia Bank June 2005 - September 2008
SouthTrust Bank May 2003 - October 2005
SouthTrust Bank August 1995 - December 2002
Skills
Program Management, Project Management, Change Management, Issue Management, Managing Project Budgets, Risk Management, Communication Skills, Project Planning, Project Portfolio..., Problem Solving, Project Risk Management, Project Risk, Management, Integration, MS Project, E-commerce, Team Building, SDLC, Process Improvement, SharePoint, Business Intelligence, Software Documentation, Business Requirements, Leadership, PMO, Business Analysis, Visio, Budgets, Requirements Gathering
Education
University of Southern Mississippi 1979 — 1981
BS, Marketing Management
Capital One December 2012 - December 2014
JPMorgan Chase August 2010 - November 2012
JPMorgan Chase September 2007 - July 2010
Wachovia Bank March 2006 - August 2007
Wachovia Securities March 2002 - February 2006
Prudential Financial February 1999 - February 2002
Prudential Investments July 1998 - January 1999
Prudential Financial August 1996 - June 1998
Prudential Healthcare June 1993 - July 1996
Skills
Commercial Banking, Credit Analysis, Credit, Commercial Lending, Investments, Loans, Financial Services, Banking, Finance, Relationship Management, Portfolio Management, Accounting, Branch Banking, Business Development, Cash Management, Coaching, Commercial Mortgages, Consumer Lending, Credit Risk, Cross Selling, Customer Retention, Customer Service, Financial Analysis, Financial Risk, Lines Of Credit, Loan Origination, Management, Marketing, Merchant Services, Mutual Funds, Negotiation, New Business Development, Retail Banking, Risk Management, SBA, Sales, Series 63, Series 7, Small Business, Small Business Lending, Treasury Management, Underwriting, Wealth Management
Education
Leadership Newark Fellow 2004 — 2006
The University of Georgia 1987 — 1991
BA, History
SHU Upward Bound Program 1984 — 1987
Seton Hall Prep 1983 — 1987
HS Diploma, College Prep
Newark Boys Chorus School 1979 — 1983
Wells Fargo Bank June 2002 - Present
My Neighborhood Mechanic, Inc. dba Auto-Serv November 2001 - Present
Hyperion Solutions February 2001 - April 2002
Wachovia Bank February 1995 - January 2001
LenCrafters August 1992 - August 1994
Plettner-Hart Management Consultants Inc. October 1986 - July 1992
Skills
Treasury Services, ACH, Banking, Cash Management, Commercial Banking, Finance, Financial Analysis, Financial Services, Payments, Portfolio Management, Sales, Treasury, Treasury Management, Working Capital..., Credit, Liquidity Management
Education
Thomas More College 1986 — 1990
BA Accounting, BA Business Administration, AA Economics
Noble Energy October 2014 - Present
Noble Energy June 2013 - October 2014
Noble Energy September 2011 - June 2013
Noble Energy January 2009 - September 2011
Wachovia Bank June 2007 - December 2008
Merrill Lynch Commodities May 2004 - June 2007
Reliant Energy July 2002 - April 2004
US Navy September 1993 - July 2000
Skills
Financial Modeling, Risk Management, Financial Analysis, Finance, Analysis, Energy, Management, Trading, Leadership, Portfolio Management, Business Strategy, Forecasting, Investments, Financial Risk, Derivatives, Marketing, Credit, Negotiation, Strategic Planning, Mentoring, Due Diligence, Mergers & Acquisitions, Natural Gas
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2002
MBA, Energy Finance, 3.9
Navy Nuclear Power School 1993 — 1994
Completed Master's equivalent studies, Nuclear Engineering
The University of Texas at Austin 1988 — 1993
BSME, Mechanical Engineering, 3.8
Flour Bluff High School 1985 — 1988
Dr Pepper Snapple Group February 2013 - Present
Ralcorp Frozen Bakery Products July 2011 - February 2013
RBC Bank September 2010 - July 2011
RBC Bank September 2009 - September 2010
Wachovia Bank October 2007 - August 2009
Perdue Farms 2006 - 2007
Skills
Process Improvement, Customer Service, Leadership, Microsoft Office, Microsoft Excel, Team Building, Quality Assurance, Six Sigma, PowerPoint, Microsoft Word, Data Analysis, Budgets
Education
Troy University 2008 — 2010
Masters in Public Administration, Healthcare Management and Nonprofit Organization
Tuskegee University 2001 — 2006
B.S., Biology
Fidelity Bank September 2014 - Present
SunTrust Bank December 2012 - September 2014
State Bank and Trust Company July 2011 - December 2012
First Landmark Bank December 2008 - August 2011
Georgian Bank July 2006 - July 2008
Community Bank of the South August 2005 - July 2006
Wachovia Bank June 1998 - August 2005
Skills
Real Estate Lending, Commercial Lending, Loans, Small Business Lending, Commercial Banking, Banking, Credit Analysis, Underwriting, Credit, SBA, Lines Of Credit, Certified Treasury..., Treasury Management, Cash Management, Finance, Capital Markets, Financial Structuring, Financial Analysis, Portfolio Management, Management, Commercial Real Estate, Small Business, Loan Origination, Risk Management, Construction Loans, Credit Risk, Financial Services, Asset Based Lending, Commercial Mortgages, Financial Risk, Relationship Management, Sales, Financial Planning, Cross Selling, Treasury, Consumer Lending, Investments, Investment Banking, Business Development
Education
The University of Georgia 1994 — 1998
BBA, Finance
University of Georgia - Terry College of Business 1994 — 1998
BBA, Finance
Retired July 2013 - Present
Texas workforce Commission January 2005 - July 2013
SOS Staffing May 2008 - June 2009
Wachovia Bank 1998 - 2002
Wachovia 1998 - 2002
Wang Labs May 1984 - May 1989
Skills
Strategic Planning, Team Leadership, Customer Service, Operations Management, Leadership, Process Improvement, Vendor Management, Management, Program Management, CRM, Process Engineering, TCP/IP, Team Building, Change Management, Banking, Business Development, Disaster Recovery, IT Management, Budgets, Project Management, Business Analysis, SDLC, Data Center, Unix, Enterprise Architecture, Integration, Troubleshooting, Risk Management
Education
Triton College 1967 — 1969
Magna Bank October 2006 - Present
Wachovia Bank October 2005 - October 2006
First Tennessee Bank April 1995 - October 2005
Education
The University of Memphis
Masters, Business Administration
University of Mississippi - School of Business Administration
Bacherlor of Arts, Business Administration
Vanderbilt University-Southeastern School of Commercial Lending
Professional, Commercial Lending
3M September 2012 - Present
Deloitte Consulting May 2009 - October 2012
Bearingpoint November 2008 - May 2009
Wachovia, A Wells Fargo Company September 2007 - November 2008
Wachovia 2006 - 2008
Wachovia Bank 2005 - 2008
World Savings 2006 - 2007
World Savings 2005 - 2006
World Savings 2005 - 2006
Amalgamated softwares of North America 2001 - 2004
Skills
SDLC, Business Analysis, Requirements Gathering, Project Management, SQL, .NET, Java, Hyperion Planning, Oracle SQL, Oracle, Integration, Requirements Analysis, Enterprise Architecture, Business Intelligence, Software Project..., IT Strategy, Data Warehousing, SOA, Visio, SharePoint, Business Process, Solution Architecture, Data Modeling, Agile Methodologies, Microsoft SQL Server, ETL, PMP, Databases, Management, Business Process..., Process Improvement, Vendor Management, Program Management, Testing, Software Development, Leadership, Management Consulting, Analysis, XML, Strategy
Education
University of Texas at San Antonio 2002 — 2006
Masters of Science, Information Technology
The University of Texas at San Antonio 1998 — 2002
Bachelors of Science, Computer Science
SunTrust Bank August 2005 - Present
Wachovia Bank June 1983 - July 2005
Education
The University of Georgia 1979 — 1983
wachovia bank Vice President Relationship ManagerWachovia2004 - Present
Education
The University of Texas at Austin 1975 — 1978
Visor Alternatives Investments 2007 - Present
Gulf Stream Asset Management August 2008 - July 2009
BNP Paribas / CooperNeff Advsiors 2005 - 2007
Gyre Capital Management/ Gyre Securities 2002 - 2005
SunTrust Robinson Humphrey 1996 - 2002
Wachovia Bank 1993 - 1996
Education
University of South Carolina - Darla Moore School of Business 1985 — 1987
MIBS
The University of Texas at Austin 1981 — 1985
BS, Electrical Engineering/ Acturarial Science
J. Hilburn Men's Clothier July 2015 - Present
Self-Employed January 2015 - Present
Children of Fallen Patriots Foundation September 2013 - January 2015
Veterans Advantage, Inc. September 2012 - November 2012
The Children of Fallen Patriots Foundation February 2011 - July 2012
The Greenwich Land Trust November 2007 - May 2008
Wachovia Bank January 1999 - 2006
Wachovia 1999 - 2006
Fleet National Bank (legacy Shawmut Bank) 1994 - 1997
Bankers Trust Company 1992 - 1994
Skills
Banking, Business Development, Start-ups, Structured Finance, Finance, Fundraising, Management, Loans, Sales, Budgets, Strategy, Financial Services, Investments
Education
Trinity College-Hartford
Bachelor of Arts (BA), Art History/Architecture
TIAA-CREF June 2014 - Present
USAA March 2011 - April 2014
Wachovia Bank January 2007 - February 2011
Wachovia Bank NA January 2006 - January 2007
New York Diagnostic Centers, Inc December 2005 - January 2006
Skills
Commercial Lending, Strategy, Financial Advisory, Management, Portfolio Management, Strategic Financial..., Financial Services, Marketing, Banking, Financial Planning, CRM
Education
Trident University International
Master of Business Administration (MBA)
Wachovia Bank Marketing DirectorJ. J. Gumberg Co.2002 - 2003
Sky Financial Group 2000 - 2001
Education
The University of Findlay 1996 — 2000
Wachovia, A Wells Fargo Company 2009 - Present
Wachovia 1990 - Present
Wachovia Bank May 2004 - January 2013
Wells Fargo 2009 - 2009
Checkfree Advisory Board 1994 - 2004
RepublicBank Dallas January 1978 - November 1986
Skills
Treasury Services, Process Improvement, Relationship Management, Product Management, Risk Management, Payments, Portfolio Management, Treasury Management, ACH, Banking, Finance, Cash Management, Credit, Loans, Credit Cards, Product Development, Internet Banking, Cross-functional Team..., Financial Services, Electronic Payments, Retail Banking, Commercial Banking
Education
The University of Texas at Austin 1969 — 1978
MBA, Marketing, Statistics, Finance
U.S. Trust, Bank of America Private Wealth Management May 2006 - Present
Wachovia Bank May 1996 - April 2006
Fleet Bank January 1989 - May 1996
Skills
Asset Allocation, Wealth Management, Alternative Investments, Investment Management, Wealth Management..., Investment Strategies, Portfolio Management, Asset Managment, Fixed Income, Hedge Funds, Investment Advisory, Investments, Equities, Bonds, Estate Planning, Strategic Financial..., Trust Management, Mutual Funds, Bloomberg
Education
American Bankers Association 1993 — 1994
Trust & Estate
CFA Institute
CFA, Certified Financial Analyst Designation
The University of Connecticut School of Business 1982 — 1986
BS, Finance
Wachovia Bank Financial SpecialistWachoviaMarch 2003 - March 2007
Education
Towson University
BS, Mass Communications (Public Relations)
Omega Performance Corporation March 2006 - Present
Wachovia Bank 2005 - 2006
Premier, Inc. July 1992 - June 2004
First Data Corporation/American Express Health Services 1990 - 1992
Skills
Change Management, SharePoint, Social Media, Instructional Design, Strategy, Editing, Workshop Facilitation, Content Development, Content Management, Leadership, Project Management, Organizational..., Performance Improvement, Leadership Development, Training, Marketing
Education
The University of Georgia
Master of Arts (MA), Journalism and Mass Communication
Winthrop University
Bachelor of Arts (B.A.), Communications
Wells Fargo March 2013 - Present
Wachovia, A Wells Fargo Company March 2000 - March 2013
Wachovia, Corporate and Investmanet Bank April 2008 - December 2009
Wachovia Bank February 2007 - April 2008
Wachovia Bank January 2004 - February 2007
Wachovia Bank March 2000 - January 2004
Atlantic Marine & Alabama Shipyard June 1996 - March 2000
Providence Hospital January 1995 - June 1996
State of Alabama, ASMS January 1990 - January 1995
Skills
Websphere, Weblogic, Portfolio Management, SDLC, Customer Relations, Java Enterprise Edition, LDAP, Application Architecture, Architecture, Enterprise Architecture, IT Strategy, Integration, JBoss Application Server, Java, Middleware, Oracle, Requirements Analysis, Requirements Gathering, SOA, Servers, Software Development, Solution Architecture, Vendor Management, Web Services
Education
IBM 2006 — 2006
WAS 6, Websphere Application Server v6
Pink Elephant 2005 — 2005
ITIL v2, Foundation Certification
IBM 2004 — 2004
WAS 5, Websphere Application Server v5
New Horizons 1995 — 1995
MCSE, Microsoft Certified Systems Engineer
New Horizons 1993 — 1993
CNE, Certified Novell Engineer
Troy University 1981 — 1984
Business
Wachovia Bank June 1996 - Present
Wachovia Wealth Management 2002 - 2006
Bank of America July 1989 - May 1996
Education
The University of Texas at Austin 1985 — 1989
Frost Bank June 2009 - Present
Frost Bank 2009 - Present
Frost Bank 2009 - Present
Wachovia Bank September 1995 - April 2009
World Savings 1995 - 2008
Alamo Community College District 1993 - 1995
Skills
Business Intelligence, SDLC, Visio, Data Warehousing, ETL, Business Analysis, Banking, Requirements Analysis, Teradata, Requirements Gathering, SQL
Education
The University of Texas at San Antonio 1989 — 1998
Wells Fargo Bank January 2009 - Present
Wachovia Bank March 2007 - January 2009
Skills
Commercial Lending, Asset Managment, Loans, Portfolio Management, Underwriting, Credit, Investments, Financial Analysis, Finance, Risk Management, Asset Management, Banking, Real Estate Economics, Real Estate, Credit Analysis, Mortgage Lending, Leadership
Education
Whittier Law School
Juris Doctor
The University of Texas at Austin
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Houston
Master of Business Administration (MBA), Finance, General
Heritage Bank May 2008 - Present
Wachovia Bank January 2004 - December 2007
Wachovia Bank January 1999 - December 2003
Skills
Loans, Banking, Small Business Lending, Credit, Retail Banking, Consumer Lending, Mortgage Lending, Relationship Management, Customer Service, Microsoft Excel, Leadership, Coaching, Commercial Lending, Sales, Jack Henry, Product Control, Term Loan, Bancware, C&I, Management
Education
The University of Georgia 1992 — 1996
Wells Fargo May 2008 - Present
Wachovia Bank December 1999 - December 2007
Sea-Land Service, Inc. April 1995 - December 1999
American Airlines August 1989 - April 1995
Arthur Andersen June 1985 - August 1987
Skills
Financial Modeling, Financial Analysis, Forecasting, Credit Risk, Negotiation, Valuation, Transaction Structure, Strategic Planning, Capital Budgeting, Risk Management, Cash Flow Forecasting, Analysis, Strategic Financial...
Education
University of Virginia Darden School of Business 1987 — 1989
MBA, Business, Finance
The University of Kansas 1981 — 1985
BSB, Accounting & Business Administration
SunTrust December 2014 - Present
SunTrust Bank April 2013 - November 2014
Wells Fargo April 2011 - 2013
Wells Fargo 2009 - 2011
Wachovia Bank 2006 - 2009
Wachovia 2003 - 2006
Skills
Banking, Commercial Lending, Finance, Loans, Commercial Banking, Credit, Mortgage Lending, Cross Selling, Leadership, Lines Of Credit, Credit Analysis, Retail Banking, Mortgage Banking, Loan Origination, Credit Risk, Portfolio Management, Financial Analysis, Risk Management, Wealth Management
Education
The University of Georgia
Bachelor of Business Administration (BBA), International Business and Economics, Minor in French
Wells Fargo July 2011 - Present
Wachovia Bank 2004 - 2008
Skills
Banking, Commercial Banking, Credit, Credit Analysis, Loans, Commercial Lending
Education
The University of Connecticut School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, General
Wachovia Bank operations consultantwachovia bank1975 - 2008
Education
The University of Memphis 1976 — 1978
The Revere Group September 2007 - March 2008
Robbins Gioia 2006 - 2007
Wachovia Bank September 1996 - July 2006
Deloitte Consulting January 1994 - August 1996
Education
University of North Carolina at Chapel Hill 1965 — 1969
Thunderbird School of Global Management
MBA, International Management
Wachovia Bank April 2005 - Present
Washington Mutual Bank 1988 - 2005
Washington Mutual 1988 - 2005
Education
UT- Austin 1975 — 1978
The Baer Group February 2015 - Present
WellMed Medical Management December 2008 - February 2015
WellMed Medical Management December 2008 - February 2015
Wachovia Bank 2001 - 2008
Skills
SDLC, Visio, Vendor Management, Business Analysis, SharePoint, Requirements Analysis, Microsoft SQL Server, Management, Process Improvement, SQL, Data Warehousing, Databases, Disaster Recovery
Education
The University of Texas at San Antonio 1995 — 2000
Mathematics
TRX/Concur/SAP June 2003 - Present
iXL/Scient June 2000 - January 2002
Wachovia Bank May 1999 - June 2000
Anteon March 1998 - May 1999
DynCorp International April 1994 - March 1998
Skills
Requirements Analysis, CRM, Business Analysis, Visio, Web Development, Software Documentation, Data Analysis, Microsoft SQL Server, Networking, SDLC, SQL, Project Management, XML, Oracle, CSS, MySQL, JavaScript, HTML, .NET, Vendor Management, Databases, Agile Methodologies, Business Intelligence, Database Design, Software Development
Education
University of Georgia - Terry College of Business 2002 — 2003
Master, Internet Technology
The University of Southern Mississippi 1989 — 1993
B.S., Computer Science
Wells Fargo Bank April 2012 - Present
Wachovia Bank October 2008 - April 2012
Chesapeake Business Partners November 2007 - June 2008
SunGard 2007 - 2008
Tiaa-Cref 2007 - 2008
NRECA 1996 - 2004
National Rural Electric Cooperative Association 1996 - 2004
T Rowe Price 1988 - 1995
Skills
Business Analysis, Pensions, Analysis, Process Improvement, Retirement, Requirements Analysis, Requirements Gathering, Risk Management, SDLC
Education
Towson University 1984 — 1988
BS, Finance
ADP June 2010 - Present
Wachovia Bank October 2009 - June 2010
Post Properties February 2007 - September 2009
The Dovetail Companies December 2005 - June 2006
Education
The University of Georgia 2002 — 2005
Bachelor of Science, Psychology
Wells Fargo June 2009 - Present
Wachovia Bank September 2005 - May 2009
Bank of America 1983 - 2004
Education
Holmes High School 1974 — 1978
The University of Texas at Austin
Bachelor of Science, Speech
SunTrust Bank June 2005 - Present
Wachovia Bank 1999 - 2005
Bank of America 1990 - 1999
Skills
Banking, Small Business Lending, Commercial Banking, Commercial Lending, Credit Analysis, Loans, Consumer Lending, Credit, Retail Banking, Portfolio Management, Mortgage Lending, Credit Risk, Lines Of Credit, Underwriting, Financial Analysis, Risk Management, Cash Management, Investments, Asset Based Lending, Strategic Planning
Education
The University of Memphis 1985 — 1989
Bachelor of Business Administration, Management Information Systems
SeaWorld Parks & Entertainment December 2014 - Present
SeaWorld Parks & Entertainment February 2006 - December 2014
SunTrust Bank September 2003 - May 2005
Wachovia Bank January 2001 - September 2003
Centura Bank December 1999 - January 2001
Target July 1998 - February 2000
Walt Disney World May 1995 - August 1995
Skills
Microsoft Excel, Cash Management, Microsoft Office, PowerPoint, Finance, Microsoft Word, Team Building, Customer Satisfaction, Banking, Training, Account Management, Customer Service, Leadership, Budgets
Education
Thomas Nelson Community College 2009 — 2011
Certificate, Accounting
Virginia Polytechnic Institute and State University 1993 — 1998
BA, Communication
Wachovia February 2008 - November 2008
SS&C Technologies October 2007 - February 2008
Wachovia Bank October 2002 - October 2007
Education
The University of Connecticut 2012 — 2014
Master of Science (M.S.), Business Analytics and Project Management
The University of Texas at San Antonio 1996 — 2001
BBA, Information Technology
Elire Inc. February 2015 - Present
AAA Northern California, Nevada & Utah January 2012 - February 2015
AAA Northern California, Nevada & Utah January 2004 - December 2011
PriceWaterhouseCoopers / IBM Consulting April 2000 - January 2004
Wachovia Bank April 1996 - April 2000
Skills
Business Process..., Vendor Management, Business Analysis, Leadership, Six Sigma, Forecasting, Outsourcing, Management, Project Management, Operations Management, People Management, Financial Modeling, Program Management, Management Consulting, Performance Improvement, Governance, Business Case..., Business Process Mapping
Education
University of Notre Dame - Mendoza College of Business 1994 — 1995
MBA
The University of Georgia 1989 — 1993
BBA, Economics
Manhattan Insurance Group September 2010 - Present
Regis Corporation March 2009 - May 2010
Wachovia Bank May 2008 - December 2008
Regis Corporation June 2007 - August 2007
AMC Theatres June 2005 - January 2007
Skills
Operational Efficiency, able to multi-task, good with people, Customer Service, Microsoft Office, Time Management, Sales, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Data Entry, Outlook, Customer Satisfaction, Accounts Payable, Teamwork, Inventory Management, Team Building, Access, Training, Team Leadership, Event Planning
Education
The University of Texas at San Antonio 2006 — 2010
Bachelor of Business Administration, Management
The University of Texas at San Antonio 2006 — 2010
BA MANAGEMENT, BUSINESS
TD Securities 2010 - Present
RBS 2008 - 2010
Cantor Fitzgerald February 2007 - 2008
Wachovia Securities 2003 - 2007
Wachovia Bank 2001 - 2003
Skills
Series 7, Fixed Income, Bloomberg, Series 63, Equities, Bonds, Securities, Capital Markets, Trading, Derivatives, Financial Markets, Hedge Funds, Options, Investments, Electronic Trading, Equity Derivatives, Middle Office
Education
The University of Connecticut School of Business
MBA in progress, Finance, 3.75 GPA
Western Connecticut State University
BBA, Finance
Embry Hills United Methodist Kindergarten August 2010 - Present
David C. Cooper & Associates September 1997 - June 1998
Wachovia Bank June 1986 - September 1997
Education
The University of Georgia 1986 — 1990
BBA, accounting
Morrow Fair Lending Analytics September 2013 - Present
Treliant Risk Advisors October 2010 - September 2013
Wolters Kluwer Financial Services October 2007 - September 2010
Wachovia Bank May 2003 - September 2007
CitiFinancial May 2000 - April 2003
Skills
Statistics, Econometrics, Banking, Compliance, Economics, Fair Lending, Data Analysis, SAS, Statistical Modeling, Logistic Regression, Risk Analytics, Portfolio Management, Mortgage Lending, Underwriting, Credit Risk, Fairs, Analytics, Forecasting, Risk Management, Due Diligence, Financial Risk, Analysis, SAS programming
Education
University of Colorado Boulder 1989 — 1995
Ph.D., Economics
The University of New Mexico 1984 — 1989
Bachelor's degree, Economics
Keller Williams Realty Peachtree Road September 2015 - Present
Ameris Bank January 2015 - Present
Private Bank of Buckhead June 2012 - December 2014
Self Employed August 2007 - April 2012
Harry Norman, Realtors April 2000 - August 2007
SunTrust Bank May 1996 - May 1999
Wachovia Bank March 1996 - May 1996
Wachovia Bank January 1988 - March 1996
Wachovia Bank January 1987 - January 1988
Wachovia Bank March 1985 - January 1987
Skills
Real Estate, Underwriting, Credit, Commercial Lending, Loans, Small Business Lending, Mortgage Lending, Commercial Banking, Customer Service, Strategic Planning, Financial Analysis, Banking, Portfolio Management, Financial Services, Leadership, Management, Sales
Education
The University of Georgia 1980 — 1984
BA, Psychology
Savannah Country Day School
Department of the Army July 2015 - Present
Department of Veterans Affairs December 2008 - July 2015
Wachovia Bank July 2004 - November 2007
St. Mary Magdalene Catholic School December 2002 - May 2004
Skills
Troubleshooting, Computer Hardware, OS X, Editing, Analysis, Technical Writing, Technical Support, Process Improvement, Coaching, Inventory Management
Education
The University of Texas at San Antonio 2015 — 2017
Master’s Degree, Communication and Media Studies
The University of Texas at San Antonio 2008 — 2012
Bachelor's Degree, Technical Communication
Self-Employed AnalystNIA Consulting, a division of InterthinxDecember 2008 - May 2014
Wachovia Bank March 2007 - June 2008
RBC October 2006 - February 2007
RBC September 2005 - September 2006
Skills
Microsoft Office, Management, Customer Service, Microsoft Excel, Leadership, Strategic Planning, Project Management, Sales, PowerPoint
Education
The University of Texas at Austin 2001 — 2005
Bachelor's Degree, Finance, General
El Campo High School 1997 — 2001
Georgia Commerce Bank September 2006 - Present
Wachovia Bank May 2005 - August 2006
Education
The University of Georgia
Economics
Wells Fargo Bank October 2014 - Present
Wells Fargo Home Mortgage February 2012 - October 2014
Wells Fargo Bank August 2010 - January 2012
Wachovia Bank January 2007 - August 2010
Enterprise Rent-A-Car January 2002 - January 2007
Skills
Customer Service, Loans, Sales, Management, Credit, Series 6, Registered Life Agent..., Series 7, Mortgage Lending, Series 66
Education
Towson University
BA, History, Psychology
USAA September 2010 - Present
Peyton Resource Group-San Antonio July 2010 - August 2010
Frost Geosciences May 2009 - June 2009
Wachovia Bank July 1994 - November 2008
World Savings January 1978 - January 1993
Skills
Bank Secrecy Act, Compliance, Mortgage Lending, Underwriting, Credit, Conventional, Auditing, Loans, VA, Audit, Refinance, Risk Management, Internal Audit, Policy, VA loans, Mortgage, Risk Assessment, Mortgage Industry, Mortgage Banking, Financial Reporting, Conforming, AML, Quality Assurance, Mortgage Underwriting, Training, Financial Risk, Banking, Loss Mitigation, Residential Mortgages
Education
The University of Texas at San Antonio 2008 — 2010
BA, Political Science
American Institute of Banking 1981 — 1988
Fed. Reserve, the UCC, collateral & liens, credit reporting, fed regulations
The University of Texas at Austin 1978 — 1980
Political Science, Geology
Wachovia July 1993 - Present
Wells Fargo 1993 - Present
Wells Fargo Bank 1993 - Present
Wells Fargo 1993 - 2010
Wachovia, A Wells Fargo Company 1993 - 2010
Wachovia Bank 1993 - 2009
Education
The University of Texas at Austin 1978 — 1981
Bachelor of Science, Finance
Tulane University - A.B. Freeman School of Business
MBA
Wells Fargo Bank March 1998 - Present
Wells Fargo 2005 - 2009
Wachovia Bank 1997 - 2003
Skills
Java Enterprise Edition, SDLC, Integration, Software Project..., SOA, Requirements Analysis, Business Analysis, Enterprise Architecture, SQL, Unix, Web Services, Data Warehousing, Weblogic, Websphere, Agile Methodologies, Risk Management, Visio, ETL, DB2
Education
The University of Memphis 1994 — 1996
Engineering
Security National Mortgage January 2014 - Present
Rutland Group August 2007 - December 2013
Decision One Mortgage 2003 - 2007
Wachovia Bank 1991 - 2002
Skills
Mortgage Lending, Mortgage, Foreclosures, Real Estate, Mortgage Banking, Financial Planning, Loan Origination, Sales, Loans, Strategic Financial..., Residential Mortgages, FHA, First Time Home Buyers, Referrals, Short Sales, Real Estate Financing, Condos, Investment Properties, REO, Single Family Homes, Real Estate Economics, Sellers, Investors, Refinance, HUD, Real Estate Transactions, Property Management, VA loans, USDA, Relocation, FHA financing, New Home Sales, Real Property, Residential Homes, Reverse Mortgages, Listings, Property, Mortgage Underwriting, Rentals, Buyer Representation, Buyers
Education
The University of Memphis
Business Finance
Wells Fargo Capital Finance September 2011 - Present
Wells Fargo Capital Finance August 2010 - September 2011
Wells Fargo Capital Finance June 2008 - August 2010
Wachovia Bank November 2005 - June 2008
Hancock Bank 2003 - 2005
Skills
Credit, Financial Analysis, Banking, Commercial Lending, Credit Analysis, Financial Modeling, Underwriting, Relationship Management, Commercial Banking, Risk Management, Portfolio Management, Asset Based Lending, Corporate Finance, Finance, Financial Risk
Education
University of Southern Mississippi 1998 — 2002
BS, Accounting
Florence High School 1996 — 1998
J.D. Power and Associates April 2012 - Present
U.S. Bancorp October 2009 - April 2012
Wachovia Bank December 2007 - June 2009
Wachovia April 1998 - June 2009
Wachovia October 2006 - July 2007
Wachovia May 2005 - October 2006
Skills
Customer Experience, Brand Loyalty, Customer Satisfaction, Customer Retention, Process Improvement, Employee Engagement, Call Center, Change Management, Customer Insight, Sales Management, Performance Management, Coaching, Business Strategy, Leadership Development, Leadership, Strategy, Business Development
Education
The University of Southern Mississippi 1978 — 1980
Bachelor of Science, Business Administration
Henry County Board of Education July 2011 - Present
Harvest Point UMC July 2005 - September 2011
ABC Montessori July 2006 - December 2008
Henry County B October 2005 - May 2006
Wachovia Bank August 1995 - October 2002
Skills
Curriculum Design, Teaching, Team Building, Event Management, Marketing, Recruiting, Investments, Insurance, Public Speaking, Management, Leadership Development, Coaching, Non-profits, Customer Service, Event Planning, Leadership, Sales Presentations, Sales Management, Time Management, Strategic Planning, PowerPoint, Microsoft Excel, Nonprofits
Education
The University of Georgia 2011 — 2013
MAT, Family and Consumer Sciences
North Georgia College and State University 1985 — 1989
Bachelor, Business Administration; Management/Marketing
SunTrust Robinson Humphrey August 2000 - Present
Wachovia Bank September 1984 - August 2000
Skills
Capital Markets, Structured Products, Investment Banking, Equities, Fixed Income
Education
The University of Georgia 1978 — 1982
Bachelor's Degree, Economics
Wachovia Bank SecretaryPremier LiftsJune 2005 - June 2007
Education
Towson University 2007 — 2009
Business Administration, Concentration in Marketing
Wells Fargo Bank November 2010 - Present
Wachovia Bank October 2007 - November 2010
Enterprise Rent-A-Car May 2004 - October 2007
Skills
Customer Service, Leadership, Organization, Spanish, Process Engineering, Time Management, CRM, Networking, Sales Management, Performance Management, Team Building, Account Management, Coaching, Marketing, Market Planning, Inventory Management, Profit, Strategic Planning, Credit, New Business Development, Budgets, Sales Process
Education
University of Baltimore 2009 — 2011
Master, Business Administration
Towson University 2001 — 2005
Bachelor, Business Administration
Celanese January 2014 - Present
Univerisity of Texas Pan-American January 2011 - December 2013
Fifth Wheel Loading, LLC September 2008 - December 2010
Wachovia Bank May 2006 - September 2008
Pottery Barn September 2002 - May 2006
Harlan Farms June 1998 - August 2001
Skills
Entrepreneurship, Strategic Planning, Small Business, Team Building, Business Strategy, Coaching, Marketing Strategy, Sales Management, Transportation, Start-ups, Negotiation, Customer Service, Management, Interim Management, Marketing, Operations Management, Sales, Contract Negotiation, Manufacturing
Education
The University of Texas-Pan American 2011 — 2013
Bachelor of Science (BS), Mechanical Engineering
The University of Texas at Austin 1999 — 2003
Bachelor of Science (BS), Biology, General
Regency Homebuilders April 2012 - Present
Wells Fargo April 2011 - April 2012
Wells Fargo April 2010 - April 2011
Wachovia Bank July 2007 - April 2010
Skills
Finance, Financial Services, Management, Mortgage Lending, Real Estate, Sales, Customer Service, Sales Management, Banking, Leadership, Microsoft Excel, Loans, Risk Management, Credit, Insurance, Marketing, Organizational..., Team Building, Strategic Planning, Microsoft Office, Contract Negotiation, Budgets, Negotiation, Public Speaking
Education
The University of Memphis 2000 — 2005
Bachelor of Arts, Communications
Edward Jones August 2014 - Present
Merrill Lynch June 2009 - August 2014
Wachovia Securities/First Clearing September 2008 - June 2009
Wachovia/Wells Fargo 2006 - 2008
Wachovia Bank 1996 - 2005
Skills
Management, Leadership, Microsoft Office, Sales, Microsoft Word, Human Resources, Talent Acquisition, Interviews, Employee Relations, Talent Management, Onboarding, Research, Time Management, Marketing, Finance, Performance Management, Team Building, Strategic Planning, Recruiting
Education
Troy University 1987 — 1991
Bachelor of Science (B.S.), Economics
Citizens Bank January 2004 - Present
Wachovia Bank January 1998 - December 2003
Education
Trinity University-Washington
BA, Political Science
Adrian Dominican Sisters March 2010 - Present
Othello Partners, Inc January 2007 - January 2009
HomeGrocer.com (Webvan) January 1999 - January 2001
The Cobalt Group May 1995 - January 1997
Adobe May 1991 - December 1994
Wells Fargo April 1989 - December 1991
Wachovia Bank June 1984 - December 1987
Skills
Marketing Strategy, Marketing Communications, Social Media Marketing, Email Marketing, Budgets, Strategic Planning, New Business Development, Customer Service, Microsoft Excel, Microsoft Office, Management, Event Planning, Event Management, Data Analysis, Proposal Writing, Research, Fundraising, Creative Writing, Marketing, Program Management, Training
Education
Thunderbird School of Global Management 1988 — 1988
Master of International Management, European Business
University of Georgia - Terry College of Business 1980 — 1984
Bachelor of Business Administration, Finance
SunTrust Bank October 2013 - Present
Bank of America December 2010 - October 2013
Wachovia Bank April 2007 - November 2010
Skills
Credit, Banking, Finance, Small Business, Cash Management, Loans, Small Business Lending, Credit Analysis, Financial Services, Portfolio Management, Financial Analysis, Investments, Lines Of Credit, Insurance, Treasury Management, Mortgage Lending, Commercial Lending, Commercial Banking
Education
Towson University 1997 — 2000
B.S. Business Administration, Finance
Towson University
BS
Harris Health System March 2014 - Present
Apple Inc. August 2010 - February 2014
Gap Inc. - Banana Republic August 2000 - August 2010
Wachovia Bank April 2009 - October 2009
United Parcel Service May 2002 - June 2003
University of Southern Mississippi Athletic Department August 2001 - May 2002
Skills
Training, Management, Sales, Forecasting, CRM, Team Leadership, Recruiting, Leadership, Logistics, Customer Service, Sales Management, Time Management, Coaching, Teamwork, Customer Experience
Education
University of Houston
University of Southern Mississippi
Bachelor of Science
Wells Fargo Securities April 2013 - Present
Wells Fargo February 2012 - April 2013
Wells Fargo October 2010 - February 2012
Wells Fargo January 2010 - October 2010
Wachovia Bank July 2008 - October 2009
New Braunfels Utilities April 2003 - June 2008
Skills
MS Office Suite, Financial Analysis, VBA, Data Analysis, Excel, Loan Servicing, Corporate Finance, Loan IQ, Reporting & Analysis, SQL, Risk Management, Finance, Valuation, Analytics
Education
The University of Texas at San Antonio 2002 — 2007
BBA, Finance
PNC Wealth Management May 2013 - Present
BB&T May 2011 - May 2013
SunTrust Bank April 2004 - May 2011
BB&T January 2002 - April 2004
Wachovia Bank 2000 - 2002
American Express Financial Advisors 1992 - 2000
Merrill Lynch 1983 - 1985
Skills
Wealth Management, Wealth, Portfolio Management, Series 7, Investments, Retirement Planning, Wealth Management..., Financial Services, Finance, High Net Worth..., Investment Advisory, Asset Allocation, Strategic Financial..., Estate Planning, Investment Management, Financial Planning
Education
The University of Texas-Pan American 1976 — 1980
BBA, Finance
Humana November 2011 - Present
Wells Fargo Home Mortgage April 2011 - November 2011
Wells Fargo Financial April 2008 - April 2011
Wells Fargo and Company October 2005 - April 2008
Wells Fargo Financial November 2004 - October 2005
F&M Bank - Iowa June 2002 - November 2004
Wachovia Bank December 1999 - June 2002
Skills
Strategic Planning, Requirements Gathering, Management, CRM, Business Requirements, Business Analysis, Analysis, Vendor Management, Risk Management
Education
The University of Georgia 1994 — 1998
Wells Fargo March 2007 - Present
Wachovia Bank March 2003 - March 2007
Skills
Small Business Lending, Banking, Credit, Loans, Commercial Banking, Credit Analysis, Relationship Management, Retail Banking, Portfolio Management, Mortgage Lending, Commercial Lending, Cross Selling, Workshop Facilitation, Coaching, Financial Education, Sales Presentations, Leadership Development, Public Speaking, Nonprofits, Customer Service, Team Building, Risk Management
Education
Towson University
Mass Communications/Public Relations
Episcopal Diocese of Colorado June 2015 - Present
Villanova University July 2013 - May 2015
Freelance April 2012 - July 2013
Episcopal Diocese of Colorado May 2005 - July 2013
Paragon Theatre Company January 2009 - March 2012
Wachovia Bank January 2000 - January 2002
University of Georgia January 2000 - January 2001
Education
Villanova University 2013 — 2015
Master of Arts (M.A.), Theatre/Theater
The University of Georgia 1997 — 2001
Bachelor of Arts, Theatre, Philosophy
The University of Georgia 1997 — 2001
Bachelor of Arts, Theatre/Theater
Hyatt Wealth Strategies March 2014 - Present
TSD Capital Group October 2008 - March 2014
Wachovia Bank January 2002 - July 2008
Great-West Life & Annuity Insurance Company July 1995 - December 2001
Skills
Retirement Planning, Retirement, Wealth Management, Investments, Investment Advisory, Investment Strategies, Disability Insurance, Relationship Management, Sales, Strategy
Education
The University of Georgia 1992 — 1995
Bachelor's Degree, Economics
Scottrade September 2010 - Present
TheHealing Staff August 2009 - December 2009
Bank of America September 2008 - October 2009
Wachovia Bank March 2008 - September 2008
Education
The University of Texas at San Antonio 2007 — 2012
Real estate finance and Development, Business
McNeil High school
U.T. San Antonio
Finance
Southwest Airlines September 2014 - Present
Engility Corporation May 2012 - January 2014
UEC Electronics January 2012 - May 2012
SAIC October 2009 - January 2012
SAIC October 2009 - January 2012
Wachovia Bank February 2009 - October 2009
Systems Design International September 2008 - January 2009
Civil and Environmental Engineering Consultants October 2007 - April 2008
Skills
AutoCAD, Solidworks, Drawing, Microsoft Office, Engineering, Microsoft Excel, PowerPoint, Adobe Creative Suite, Maya, 3D Studio Max, Adobe Acrobat, Adobe LiveCycle Designer, Pro Engineer, Digicel Flipbook, Wacom Tablet, Government Contracting, DoD, Configuration Management, Modeling, Illustrator, 3D Modeling, CAD, Photoshop, Inventor, Outlook, Visual Basic, Active DoD Secret..., SketchUp, 3D, Graphics, MS Project, Mechanical Engineering, Solid Modeling, Systems Engineering, Windchill
Education
Trident Technical College 2010 — 2013
Associates of Fine Arts, Animation and Visual Effects, 3.8
Trident Technical College 2010 — 2010
Certificate of Completion, Solidworks
ITT Technical Institute 2006 — 2007
Associates of applied science, Computer Design Drafting, 3.7
Eastland Career Center 2003 — 2005
Certificate of Completion, Computer Design Drafting, 3.7
Naval Research Laboratory Federal Credit Union September 2011 - Present
ESFCU January 2009 - September 2011
Wachovia Bank November 2000 - November 2007
City Mortgage October 1997 - November 2000
Federal Trade Commission December 1997 - May 1999
Housing Counseling Services December 1995 - December 1997
Skills
Account Management, Customer Relations, Analysis
Education
Morgan University
Bachelor of Arts, Sociology
Trinity University
Master, Business Administration
Susquehanna Bank March 2013 - Present
PNC Financial Services December 2003 - February 2013
Wachovia Bank July 2003 - December 2003
Skills
Consumer Lending, Small Business Lending, Branch Management, Loans, Credit, Retail Banking, Mortgage Lending, Banking, Commercial Lending, Commercial Banking, Lines Of Credit, Loan Origination, Process Improvement, Sales Management, Project Management, Talent Management, Branch Banking
Education
Towson University 2000 — 2003
Bachelor of Science (BS), Finance
SunTrust Bank December 2003 - Present
SunTrust Bank 2003 - Present
Wachovia Bank 1994 - 2003
Skills
Commercial Banking, Credit Analysis, Portfolio Management, Commercial Lending, Financial Analysis, Small Business Lending, Banking, Loans, Credit, Treasury Management
Education
The University of Georgia 1980 — 1985
Economics
SunTrust Bank September 2011 - Present
Wachovia Bank May 2008 - September 2011
Skills
Cash Management, Small Business Lending, Commercial Lending, Loans, Credit, Banking, Commercial Banking, SBA, Customer Service, Business Development, Leadership, Credit Analysis, Underwriting, Mortgage Lending, Finance, Retail Banking, Real Estate, Strategic Planning, New Business Development, Management, Consumer Lending
Education
Towson University
BS