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 December 2014 - Present
Wells Fargo June 2011 - Present
Wells Fargo Bank January 2009 - October 2012
Wachovia May 2004 - January 2009
Wachovia Bank August 1993 - November 1998
Skills
Process Improvement, Project Management, SDLC, Risk Management, Process Management, Financial Risk, Management, PMO, Governance, Change Management, Business Process, IT Management, Information Technology, Enterprise Software, Vendor Management, Business Analysis
Education
Universidad de Puerto Rico 1987 — 1991
BS, Computarized Information Systems
University of Puerto Rico-Mayaguez
Insight Card Services May 2012 - Present
Cadence Bank, N.A. November 2011 - April 2012
Superior Bank May 2007 - November 2011
Wachovia Bank February 2002 - February 2006
SouthTrust Bank February 2002 - February 2006
Skills
Bank Secrecy Act, Compliance, Regulations, Compliance Regulations, Reg E, Transaction Monitoring, CIP, Policy Writing, Procedure Development, Suspicious Activity..., CTR, Deposit Compliance, Management, Due Diligence, Auditing, Risk Management, Risk Assessment, OFAC, Privacy Act, Enterprise Risk..., Bank Fraud, Microsoft Office, USA PATRIOT Act
Education
University of Alabama 1998 — 2000
Bachelor of Science in Commerce and Business Administration, Marketing
Regions Financial Corporation February 2010 - Present
Wachovia Bank 2005 - 2010
Southtrust Bank March 2004 - July 2005
National Bank of Commerce February 2002 - March 2004
American Express Financial Advisors June 2000 - December 2001
Skills
Credit, Credit Risk, Commercial Mortgages, Commercial Lending, Retail Banking, Loans, Financial Analysis, Banking, Cross Selling, Commercial Banking, Lines Of Credit, Credit Analysis, Asset Based Lending, Team Building, Loan Origination, Consumer Lending, Small Business Lending, Sales Management, Treasury Management
Education
University of Alabama 1995 — 2000
Finance
Leadership Bartow
Wells Fargo September 2010 - Present
Wells Fargo Home Mortgage October 2006 - October 2010
Wachovia Bank February 2002 - October 2006
Skills
Credit, Mortgage Lending, Relationship Management, Wealth Management, Risk Management, Sales, Customer Service, Sales Management, Account Management, Leadership, Business Development, Financial Advisory, Negotiation, Team Building, Management, Business Strategy
Education
Miami Dade Community College 1998 — 2000
Universidad del Norte 1995 — 1997
Square 1 Bank 2012 - Present
Citibank 2009 - 2012
Wells Fargo 2008 - 2009
Wachovia Bank 2001 - 2008
First Union Bank 2000 - 2001
First Union Bank 1999 - 2000
CoreStates Bank 1993 - 1999
CoreStates Bank 1991 - 1993
CoreStates Bank 1985 - 1991
Marine Midland Bank 1983 - 1985
Skills
Leadership, Management, Strategy, Cross-functional Team..., Process Improvement, Banking, Risk Management, Team Building, Strategic Planning, Start-ups, Executive Management, Mergers & Acquisitions, CRM, Operations Management, Team Leadership, Cash Management, Leadership Development, Project Management, Team Motivation
Education
United States Military Academy at West Point 1972 — 1976
Bachelor of Science, Engineering
Outside In June 2009 - October 2012
Wachovia Bank February 2007 - March 2008
Josh Ziegler Appraisals August 2003 - February 2007
Skills
Managerial Experience, Vendor Management, Staff Training, Coaching, Management, Teaching, Training, Nonprofits, Public Speaking, Event Management
Education
George Fox University 2014 — 2016
Master of Arts (MA), Marriage and Family Therapy/Counseling
UC Davis 1995 — 1997
Bachelor of Arts, Psychology
Cox Automotive Inc. May 2015 - Present
SunTrust Bank March 2014 - May 2015
SunTrust Bank March 2006 - March 2014
Human Education & Leadership Projects Inc. August 1999 - December 2008
Colonial Bank August 2005 - December 2005
Wachovia Bank March 2005 - August 2005
SouthTrust Bank November 2004 - March 2005
SouthTrust Bank December 1999 - November 2004
Marianne Stores November 1995 - April 1999
Skills
Training, Leadership, Project Management, Process Improvement, Employee Training, Change Management, ADDIE, Bilingual, Curriculum Development, Client Training, New Hire Training, Development & delivery..., Training & Development, Rapid Prototyping, Dick & Carey Model, Bloom's Taxonomy, Gagné's Domains of..., Presentations, Analysis, Management, Team Building, Business Analysis, Strategic Planning, Public Speaking
Education
Universidad del Turabo 2009 — 2013
Bachelor of Business Administration, Accounting, Cum Laude
American University of Puerto Rico 1995 — 1999
Bachelor of Business Administration (B.B.A.)
Walden University
Master of Science (M.S.), Instructional Design & Technology
Yahoo Inc January 2014 - February 2015
UC Berkeley College of Agricultural and Resource Economics March 2013 - May 2013
International Food Policy Research Institute (IFPRI) October 2012 - December 2012
Altria May 2011 - August 2011
New Orleans City Hall June 2010 - July 2010
Magnolia Project May 2010 - June 2010
Banderas de Esperanza July 2009 - August 2009
Wachovia Bank July 2008 - September 2008
Skills
Spanish, Excel, PowerPoint, Microsoft Office, French, Stata, Data Analysis, Microsoft Excel, Research, Analysis, Microsoft Word
Education
University of California, Berkeley 2008 — 2012
Bachelor of Arts (B.A.), Economics
CIEE Development Studies in Dakar, Senegal 2012 — 2012
Development Studies
City of New Orleans January 2015 - Present
City of New Orleans January 2013 - December 2014
Kennedy Harris, LLC March 2012 - April 2012
First American Title Insurance Company of Louisiana April 2007 - February 2012
American Bar Association June 2005 - July 2005
Tulane University Law School June 2005 - July 2005
Wachovia Bank December 2002 - July 2003
Skills
Title Insurance, Mortgage Lending, Closings, Leases, Property Law, Estate Planning, Legal Research, Legal Writing, Mediation, Product Liability, Civil Litigation, Appeals, Personal Injury, Public Policy, Family Law, Real Estate, Westlaw, Policy, Trial Practice, Policy Analysis, Commercial Litigation, Courts, Wills, Legal Issues, Civil Rights, Criminal Defense, Legal Assistance, Research, Real Estate Transactions, Hearings
Education
Tulane University Law School 2003 — 2007
Juris Doctor, Law
Vassar College 1998 — 2002
Bachelor of Arts, Sociology, Political Science
Innovations Health Systems March 2011 - Present
Innovations Health Devices/Kinova USA January 2013 - Present
UC Davis Graduate School of Management July 2010 - Present
CASA of Placer County 2008 - 2014
Horizon West HealthCare, Inc. 2009 - March 2011
Horizon West HealthCare, Inc. October 2008 - March 2009
Wachovia Bank May 2005 - October 2008
Bank of the West November 2002 - May 2005
Skills
Operations Management, Restructuring, Budgeting, Team Building, Budgets, Strategic Planning, Leadership, Sales & Marketing, Recruiting, Healthcare, Management, Coaching, New Business Development, Driving New Business, Training, Marketing, Nonprofits, Fundraising, Executive Management, Human Resources, Process Improvement, Policy, Strategy, Finance, Consulting, Start-ups, Sales, Leadership Development, Employee Engagement, Business Development, Time Management, Small Business, P&L Management, Entrepreneurship, Management Consulting, Product Development, Business Planning, Analytics, Business Strategy, Mergers & Acquisitions
Education
University of California, Davis - Graduate School of Management 2001 — 2004
MBA, Finance and Accounting
University of California, Davis
BS, Managerial Economics
Blue Cross Blue Shield of Alabama April 2008 - Present
Blue Cross Blue Shield of Alabama April 2008 - September 2010
SouthTrust Bank January 2002 - April 2008
Wachovia Bank 2004 - 2008
SouthTrust Bank November 1997 - July 2001
Skills
SDLC, Business Analysis, Project Management, Leadership, Visio, Process Improvement, PMP, Software Project..., Project Portfolio..., Project Planning, MS Project, Requirements Gathering, Sales Management, Software Documentation, Sales, SharePoint, Risk Management, Program Management, Banking, Management, Employee Training, Change Management, Business Process..., PMO, Vendor Management
Education
University of Alabama at Birmingham 1990 — 1995
BA, Psychology & Anthropology
Comerica Bank May 2009 - Present
Wachovia Bank December 2006 - February 2009
Home Interiors & Gifts July 2004 - October 2006
Home Interiors & Gifts July 2002 - July 2004
Additional Work History January 1987 - October 2001
Skills
Adminisrative Acumen, Internet Rearch, Correspondence &..., Communication & Teamwork, Analytical & Evaluative..., Multi-:Project..., Event & Presentation..., Microsoft Office Suite,..., Issue Resolutionj, Fluent in French,..., Management, Customer Service, Administrative..., Loans, Banking, Microsoft Office
Education
Collège April-Foretier
Tourism Touring Guide Program
Université de Montréal
Public Relations Program
College LaSalle
Medical Administrative/Executive Assistant and Medical Secretary
CEGEP DE Maisonneuve
Arts & Litterature
Polyvalente Antoine De St-Exupery
High School Equivalence Certificate Program
Fifth Third Bank October 2011 - Present
IntuVision Partners, LLC January 2010 - Present
Time Out Youth April 2010 - September 2012
BB&T October 2010 - October 2011
Wells Fargo November 2009 - September 2010
Wachovia Bank October 2007 - November 2009
Wachovia Bank December 2005 - October 2007
Wachovia Bank December 2000 - December 2005
Institute for Defense Analyses 1998 - 1999
AmSouth May 1991 - August 1996
Skills
Executive Presentations, Statistical Modeling, SAS, Basel II, Fair Lending, Model Validation, Interpreting Bank..., Building Relationships, Mentoring Of Staff, Data Governance, Start-up Operations, Compliance, Quantitative Analysis, Credit Analysis, Regulatory Risk, Analysis, Banking, Data Analysis, Enterprise Risk..., Analytics, Mortgage Lending, Financial Risk, Quantitative Analytics, Credit Risk, Risk Management, Financial Services, Regulations, Statistics, Strategy
Education
University of Alabama 1998 — 2002
Ph.D., Applied Statistics
University of Alabama 1996 — 1998
Master of Science, Applied Statistics
University of Alabama 1991 — 1995
Bachelor of Science, Applied Statistics, Organizational Speech Communication
Wells Fargo Bank February 2006 - Present
Wachovia Bank July 2008 - October 2010
Skills
Small Business Lending, Commercial Lending, Banking, Commercial Banking, Treasury Management, Asset Based Lending, Credit Analysis, Loans, Underwriting, Credit, Cash Management, Portfolio Management, Cash Flow, Financial Analysis, Risk Management, Small Business, Real Estate, Customer Relations, Refinance, Commercial Mortgages, Lines Of Credit
Education
University of California, Davis 1995 — 2000
BA, International Business & Economics
Popular Community Bank October 2011 - October 2012
Seacoast National Bank November 2010 - October 2011
Wachovia Bank February 2006 - September 2010
Partners Trust Bank April 2005 - September 2006
HSBC Bank USA May 1987 - April 2005
Skills
Credit Underwriting, Customer negotiations, Business Development, Analytical skills, Financial analysis, Strategic Planning, Project Management, Credit Analysis, Credit, Credit Risk, Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Finance, Asset Based Lending, Trade Finance, Relationship Development, Business Relationship..., Financial Analysis, Loans, Negotiation, Underwriting, Analytical Skills, Finance, Commercial Real Estate, Due Diligence, Lines Of Credit, Mortgage Lending, Banking, Portfolio Management, Small Business Lending, Treasury Management, Cash Management, Private Banking, Consumer Lending, Financial Services, Strategy, Loan Origination, Cross Selling, Relationship Management, Financial Risk, Small Business, Insurance, Retail Banking, Management, Investments, Construction Loans, Mortgage Banking, Wealth Management, Branch Management
Education
State University of New York at Buffalo
BA
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors September 2010 - February 2014
Wachovia Bank July 2006 - September 2010
VALIC July 2003 - July 2006
The Hanover Insurance Group February 2002 - November 2002
Alfa Insurance Company December 1997 - February 2002
Skills
Series 7, Annuities, Series 66, Mutual Funds, Fixed Annuities, Retirement Planning, Credit, Commercial Lending, Financial Services, Strategic Financial..., Banking, Financial Advisory, Securities, Mortgage Lending, Loans, Investments, Finance, Wealth Management
Education
University of Alabama 1991 — 1993
B.A., International Relations
BBVA Compass October 2012 - October 2015
Virginia College Online September 2009 - March 2011
Colonial Bank September 2008 - September 2009
WACHOVIA BANK November 2005 - September 2008
AmSouth Bank 2000 - 2003
Skills
Auditing, Customer Service, Training, Human Resources, Management, Staff Development, Outlook, Finance, PowerPoint, Loans, Banking, Data Analysis, Financial Analysis, Financial Services, Credit, Microsoft Office, Payroll, Public Speaking, Student Financial Aid, Financial Reporting, Data Entry, Microsoft Excel, Strategic Planning, Leadership, Time Management, Coaching, Accounting, Budgets, Financial Statements, Insurance
Education
University of Alabama 1998 — 2010
Human Environmental Sciences
Ramsay Alternative High School 1993 — 1996
Advanced Diploma
ServisFirst Bank October 2014 - Present
BBVA Compass March 2008 - May 2014
Wachovia Bank April 2001 - March 2008
Skills
Retail Banking, Cross Selling, Banking, Loans, Credit, Consumer Lending, Small Business Lending, Relationship Management, Branch Management, Loan Origination, Credit Cards, Branch Banking, Lines Of Credit, Deposits, Cash Management, Internet Banking, Financial Services, Sales, Customer Service, Management
Education
Troy University Dothan 1994 — 1998
Bachelor of Business Administration (BBA), Management Information Systems, Cum Laude
Florida Blue through Meridian Consulting March 2013 - October 2013
JPMorgan Chase Mortgage May 2007 - November 2011
Wachovia Bank May 2005 - January 2006
US Navy NADEP February 2002 - May 2004
United States Air Force 1984 - 1986
United States Air Force 1984 - 1986
Skills
Quality Assurance, Quality Center, User Acceptance Testing, Test Planning, Software Quality..., SDLC, Test Management, Regression Testing, System Testing, Test Cases, Testing, Manual Testing, Waterfall, Defect Tracking, SQL, Management, SharePoint, Project Management, Customer Service, Requirements Analysis, Business Analysis, Leadership, Technical Recruiting, Requirements Gathering
Education
Troy State University 1979 — 1984
Bachelor's degree, Business Administration and Management, General
Booker T Washington HS 1977 — 1979
Diploma, Journalism and Business
Platts January 2015 - Present
MassMutual Financial Group August 2014 - November 2014
Standard & Poor's August 2013 - December 2013
MetLife April 2013 - July 2013
TIAA-CREF May 2012 - December 2012
AIG April 2011 - January 2012
Standard & Poor's May 2010 - April 2011
at Wachovia Bank September 2009 - July 2010
Wachovia Bank July 2008 - March 2009
Lincoln Financial Group September 2007 - July 2008
Skills
Business Analysis, SDLC, Financial Services, Requirements Gathering, Business Requirements, Requirements Analysis, Business Process..., Risk Management, Product Management, Fixed Income, Business Intelligence, Software Project..., Project Management, Vendor Management, Agile Methodologies, Analysis, Enterprise Software, Leadership, Program Management, Management, Strategy, Market Research, Visio, User Acceptance Testing, SharePoint
Education
University at Albany, SUNY 1988 — 1990
MA, History
University at Albany, SUNY 1983 — 1987
BA, History
Monsignor Farrell High School 1979 — 1983
Hewlett-Packard May 2014 - Present
Hewlett-Packard 2005 - Present
Wachovia Bank 2004 - 2005
Extreme Logic 2003 - 2004
Skills
Business Development, Marketing, Marketing Communications, Newsletters, Flyers, Trade Shows, Account Management, Proposal Writing, DoD, Federal Government, Financial Services, ITIL Certified, GSA Schedule, Information Technology..., Social Media, Microsoft Office, Adobe Creative Suite, Data Center, HP, Direct Sales, CRM, Salesforce.com, Enterprise Software, Solution Selling, Sales Process, Strategic Partnerships, Professional Services, SaaS, Lead Generation
Education
University of Alabama 1998 — 2002
B.S., Commerce & Business Administration, Marketing
University of Alabama 1998 — 2002
Bachelor of Science (B.S.), Marketing
Trustmark National Bank June 2013 - Present
Regions Bank September 2008 - May 2013
Wachovia Bank February 2007 - September 2008
Skills
Small Business Lending, Loans, Commercial Lending, Commercial Banking, Consumer Lending, Lines Of Credit, Retail Banking, Credit, Credit Analysis, Branch Management, Cross Selling, Mortgage Lending, Finance, Banking, Deposits, Loan Origination, Underwriting, Asset Based Lending, Credit Risk, Cash Management, Commercial Mortgages, Private Banking, Portfolio Management, Wealth Management, Risk Management, Financial Services, Financial Risk, Investments, Mutual Funds, Retirement Planning, Securities, Strategic Financial..., Insurance, Investment Advisory, Asset Management, Financial Analysis, Life Insurance, Series 63, Branch Banking
Education
University of Alabama
BBVA Compass April 2013 - Present
IMG August 2003 - Present
Crest Insurance (formerly BBVA Compass) November 2010 - January 2013
Wachovia Bank May 2007 - November 2010
Concentra December 2001 - February 2007
Skills
Public Speaking, New Business Development, Marketing Strategy, Marketing, Sales, Management, Strategic Planning, Social Media, Life Insurance, Leadership, Insurance, Health Insurance, Finance, Customer Service, Account Management
Education
University of Arizona 1990 — 1994
B.A., Media Arts/Health & Exercise Sports Science
Garden of Life February 2015 - Present
Florida Department of Health August 2014 - February 2015
Security Networks, LLC May 2010 - April 2014
Wachovia Bank January 2006 - December 2008
Comcast September 2004 - January 2006
G4S / Wackenhut Corporation February 2003 - June 2004
Marriott International July 1997 - February 2003
Marriott International May 1999 - October 2001
Marriott International July 1997 - May 1999
Skills
Call Center, Customer Service, Recruiting, Human Resources, Contract Management, Event Management, Benefits Administration, Concept Development, Customer Satisfaction, Leadership, Employee Benefits, Coaching, Account Management, Call Centers, Microsoft Word, Quality Assurance, Management, Performance Management, Sales Management, Team Building, Operations Management, Training, Interviews, Employee Relations, Strategic Planning, Microsoft Office
Education
Universidad del Sagrado Corazón 1997 — 1997
Mass Communications
INTER AMERICAN UNIVERSITY OF PUERTO RICO 1994 — 1994
Applied Sciences; Audiovisual Communications
Wells Fargo March 2014 - Present
Thirty-One Gifts November 2011 - Present
Wells Fargo February 2010 - March 2014
Wells Fargo August 2005 - February 2010
Wachovia Bank August 2004 - July 2005
Wachovia Bank November 2002 - August 2004
Skills
Retail Banking, Coaching, Training, Training Delivery, Employee Training, Banking, Cross Selling, Performance Management, Mortgage Banking, Consumer Lending, Financial Services, Relationship Management, Human Resources, Customer Service, Branch Management, Deposits, Management, Leadership, Recruiting, Onboarding, Finance, Sales, Customer Experience, Hiring, Lines Of Credit
Education
Stetson University 2003 — 2004
Master of Business Administration (MBA), International Business
Stetson University 1998 — 2002
Bachelor of Business Administration (B.B.A.), International Business
Universidad Complutense de Madrid 2001 — 2001
Kaiser Permanente January 2011 - Present
Wachovia Bank February 2005 - September 2008
Neil Cerbone Associates April 2003 - April 2007
Alternative Resources Corporation January 1994 - April 1995
Skills
Leadership Development, Performance Management, Coaching, Talent Management, Employee Relations, Training, Curriculum Development, Banking, Business Development, Cerner, Functional Training, Healthcare Information..., Healthcare, Management, Recruiting, Leadership, Onboarding, CRM, Sales, Talent Acquisition, Personnel Management, Change Management, Management Consulting, Organizational...
Education
University of California, Davis 1982 — 1987
Bachelors, Economics
Wells Fargo September 2008 - Present
Wachovia July 2006 - September 2008
Wachovia Bank July 2004 - July 2006
Skills
Customer Analytics, SAS, Forecasting, Banking, Metrics, Tableau, Customer Analysis, Strategy, Segmentation, Analytics, Data Mining, Predictive Analytics, Business Intelligence
Education
University of South Carolina - Darla Moore School of Business 2002 — 2004
MBA
2000 — 2002
Master
University of Bucharest 1989 — 1994
BS
Regions July 2007 - Present
Wachovia Bank February 2005 - June 2007
Bank of America 1996 - 2003
Education
University of Arkansas at Little Rock 1982 — 1986
Staples Advantage December 2013 - Present
Staples Business Advantage October 2010 - December 2013
Wachovia Bank January 2010 - October 2010
Skills
Customer Service, PowerPoint, Public Relations, Outlook, Sales, Event Planning, Sales Prospecting, Research, Salesforce.com
Education
University of North Carolina at Charlotte 2005 — 2009
Bachelors of Arts-Communications, Public Relations
Universidad Internacional Menéndez Pelayo
Integrated Communication Solutions February 2007 - Present
Wachovia Bank July 2004 - February 2007
SouthTrust Bank July 1997 - July 2004
Education
University of Alabama at Birmingham
Business
Wells Fargo Home Mortgage May 2011 - Present
Wells Fargo Home Mortgage May 2010 - April 2011
Pearson Education October 2009 - May 2010
US Army July 2009 - October 2009
Wachovia Bank May 2006 - December 2008
World Savings January 2003 - April 2006
World Savings May 2001 - December 2002
World Savings December 1996 - April 2001
World Savings July 1993 - November 1996
Skills
Auditing, Quality Assurance, Training, Business, Process Improvement, Policy, SDLC, Human Resources
Education
University of California, Berkeley 1988 — 1993
Political Economy
Bermuda Sands Apparel April 2012 - Present
AC&M Group April 2010 - June 2012
Girl Scouts, Hornets' Nest Council May 2008 - October 2009
Wachovia Securities January 2004 - July 2007
Wachovia Bank January 2004 - July 2007
Wachovia Bank August 2001 - January 2004
Carolina Medical Center Hospital 2003 - 2004
Wachovia Bank 2001 - 2004
Wachovia Bank 2000 - 2001
Wachovia Bank 1999 - 2000
Skills
Process Improvement, Strategic Planning, Leadership, Risk Management, Customer Service, Business Development, Banking, Financial Analysis, Microsoft Office, Marketing Strategy, Time Management, Project Management, Team Building, Business Process..., Account Management, Leadership Development, Training, Microsoft Excel, Coaching, Microsoft Word, Social Media Marketing, Teamwork, Advertising, Accounting, Management, Team Leadership, New Business Development, PowerPoint, Marketing, Budgets, Forecasting, Strategy, Business Planning, Business Strategy, Entrepreneurship
Education
Universidad Católica de Santiago de Guayaquil 1993 — 1996
BA, Accounting
Colegio Católico "La Dolorosa"
High School
FleetCor 2011 - Present
Wells Fargo August 2009 - 2010
Wachovia Bank 1999 - 2010
Skills
Building Relationships, Sales Management, Sales, Account Management, New Business Development, Credit, Sales Process, Marketing, Negotiation, Leadership, Direct Sales, Salesforce.com, Team Building, Banking, Management, Risk Management, Selling, Process Improvement, Insurance, Team Leadership, Forecasting, Commercial Lending, Coaching, Cold Calling, Strategy, Commercial Banking, Loans, Credit Analysis, Sales Presentations, Strategic Planning, Small Business Lending, Outlook, Leadership Development, Relationship Management, Cross Selling, SBA, Financial Analysis, Lines Of Credit
Education
Troy State University 1991 — 1996
Bachelor's degree, Criminal Justice/Business
Sarasota High School 1988 — 1991
Diploma
TechCaliber Consulting ("TC2") 2002 - Present
Direct Insite 2000 - 2002
Telwares 1998 - 2000
MCI 1997 - 1998
MCI 1995 - 1997
Sprint 1994 - 1995
Wachovia Bank 1993 - 1994
Price Waterhouse 1992 - 1993
Skills
Contract Negotiation, Forecasting, Solution Development, Customer Retention, Leadership, Executive Positions, Project Estimation, Telecommunications, Business Analysis, Managed Services, Professional Services, Solution Selling, SaaS, Financial Analysis, IT Strategy, Strategic Negotiations, Procurement, Telecommunications..., Business Development, Data Center, Management, Strategy
Education
University of Arizona 1987 — 1991
Bachelor of Science in Business Adminstration, Accounting and Finance
Wells Fargo October 2013 - Present
Bank of the Ozarks July 2010 - September 2013
Woodlands September 2008 - July 2010
Wachovia Bank April 1997 - September 2008
Skills
Management, Small Business Lending, Commercial Banking, Banking, Credit Analysis, Credit, Commercial Lending, Mortgage Lending, Loans, Financial Analysis, Marketing, Strategic Planning, Underwriting, Sales Management, Leadership, Contract Negotiation, Loan Origination, Consumer Lending, Retail Banking, Credit Risk, Lines Of Credit, Mortgage Banking, Treasury Management, Investments, Portfolio Management, Risk Management, Refinance, Series 7, Real Estate Economics, FHA, Real Estate, Asset Management, Real Estate Financing, Mergers & Acquisitions, Investment Properties, Insurance, Commercial Real Estate
Education
University of Alabama 1990 — 1995
BS, Marketing
IBERIABANK January 2013 - Present
Regions Financial Corporation September 2008 - February 2013
Wachovia Bank 2002 - 2008
AmSouth Bank 1999 - 2001
AmSouth Bank 1992 - 1999
Skills
Consumer Lending, Credit Cards, Debit Cards, Management, Product Development
Education
University of Alabama at Birmingham
Apex Computer Systems, Inc. October 2006 - Present
Bank of America - Countrywide Mortgage October 2005 - September 2006
Wachovia Bank February 1996 - March 2001
Data General March 1991 - January 1996
Skills
80 Column Card Punch, Magnetic Tape Repair, Mini Computer..., System Administration, Servers, Networking, Technical Support, IT Service Management, HP, Laptops, Hardware, Troubleshooting, Integration, Printers, Windows, Workstations
Education
DeVry University 1988 — 1991
BS, Computer Information Systems
Control Data Institute 1978 — 1979
Computer Technology
Tuskegee University 1974 — 1976
Electrical Engineering
Marketing Consultant 2009 - Present
GMAC Insurance November 2011 - December 2012
Southern Community Bank and Trust 2002 - 2009
Wachovia Bank 2000 - 2002
Wachovia 1999 - 2000
Wachovia 1997 - 1999
AmSouth Bank 1994 - 1997
Regions Bank 1989 - 1994
Skills
Business, Brand Development, New Business Development, Strategic Planning, Business Development, Marketing Strategy, Advertising, Product Management, Leadership, Sales Management, Team Building, Marketing, Project Management, Strategy, Internal Communications, Event Management, Charitable Gift Planning, Team Leadership, Sponsorship Relations, Department Budgeting, P&L Responsibility, Competitive Analysis, Product Development, Marketing Communications, Management, Direct Mail, Sales, Public Relations, P&L Management, Social Media, Retail, Market Research, Sales Operations, Banking, Training, Program Management, Integrated Marketing, Brand Management, Marketing Management, Online Marketing, Email Marketing, Product Marketing, Social Media Marketing, Digital Marketing, Market Planning, CRM, Marketing Research, B2B, Online Advertising, Customer Insight
Education
ABA School of Bank Management and Marketing 2004 — 2006
CFMP, Bank Management and Marketing
Leadership Winston-Salem 2004 — 2005
University of Alabama
BA, Communications & Marketing
McGriff, Seibels & Williams June 2015 - Present
Marsh December 2013 - June 2015
CBIZ Benefits & Insurance Services of Ohio January 2010 - December 2013
Mercer Health & Benefits September 2007 - March 2010
Wells Fargo Insurance Services November 2002 - September 2007
Aetna US Healthcare 1997 - 2002
Wachovia Bank January 1995 - April 1997
Baptist Health System 1994 - 1994
Skills
HR Consulting, Sales Management, Product Development, Employee Benefits, Strategic Planning, New Business Development, Business Development, Leadership Development, Leadership, Strategy, Team Building, Product Marketing, Account Management, Mergers & Acquisitions, Healthcare, Risk Management, Disability Insurance, Sales, Banking, Underwriting, Recruiting, Insurance
Education
University of Alabama 1990 — 1994
BS, Commerce and Business Administration, Healthcare Management
Upper Moreland HS
Upper Moreland HS
What's Happening Birmingham App October 2013 - Present
First Impressions Marketing Group, LLC April 2007 - Present
WhatsHappeningBirmingham.com July 2010 - Present
Farmers Insurance (Leah Wiggins Agency) April 2010 - December 2010
Enterprise Rent -A- Car July 2007 - December 2009
Regions Bank August 2006 - May 2007
Regions Bank December 2005 - August 2006
Wachovia Bank October 2003 - December 2005
Skills
Marketing, Sales, Customer Service, Sales Management, Event Planning, Email Marketing, Management, CRM, Banking, Training, Marketing Communications, Loans, Market Research, Advertising, Selling, Insurance, Customer Retention, Lead Generation, Coaching, Public Speaking, Leadership, Entrepreneurship, Promotions, Small Business, Social Networking, Strategic Planning, Digital Marketing, New Business Development, Marketing Strategy, Account Management, Fundraising, Finance, Social Media Marketing, Microsoft Office, PowerPoint, Budgets, Team Building, Financial Services, Public Relations, Team Leadership, Social Media, Event Management, Media Buying, Online Media Buys, Nonprofits, Microsoft Excel, Microsoft Word, Online Marketing, Online Advertising, Time Management
Education
University of Alabama at Birmingham 1998 — 2003
Bachelors, Marketing
University of Alabama at Birmingham 1998 — 2003
Bachelor of Science Degree, Business Administration
Merrill Lynch February 2011 - Present
Convention Models & Talent, Inc. ( CMT Agency) January 2010 - July 2010
Convention Models & Talent, Inc. ( CMT Agency) January 2008 - January 2010
Convention Models & Talent, Inc. ( CMT Agency) May 2006 - January 2008
Wachovia Bank September 2005 - May 2006
Education
University of Alabama
Q2ebanking June 2012 - Present
Home Savings of America July 2011 - March 2012
Home Savings of America November 2010 - June 2011
InVision Results Consulting October 2008 - October 2010
World Savings May 1993 - October 2008
Wachovia Bank 1993 - 2008
Skills
Business, Mortgage Lending, Credit, Banking, Vendor Management, Loans, Risk Management, Executive Management, Process Improvement, Leadership, Team Building, Operations Management, Underwriting, Real Estate, Training, Coaching, Management, Strategic Planning, Strategy
Education
University of Arkansas
Bachelors, Business/Marketing
University of Phoenix
MBA, Business
Retired, and traveling January 2015 - Present
INDOT June 2009 - January 2015
Indiana Secondary Market December 2004 - April 2008
USA Funds 1993 - 2000
USA GROUP Government Relations and Compliance 1993 - 1999
usa group 1993 - 1999
Wachovia Bank 1981 - 1993
Skills
Strategic Planning, Team Building, Management, Negotiation, Leadership, Strategy, Policy, Marketing Strategy, Management Consulting, Business Development, Product Development, Event Planning, Research, Process Improvement, Fundraising, Training, Team Leadership, Coaching, Marketing, Nonprofits, Change Management, Project Management, Customer Service, Leadership Development, Finance, Staff Development, Program Management, Public Speaking
Education
University of Virginia 1970 — 1971
Elementary Education and Teaching
Virginia Polytechnic Institute and State University 1966 — 1971
BA, Political Science, English
SEFCU (STATE EMPLOYEE FEDERAL CREDIT UNION March 2013 - Present
Bank United September 2010 - March 2012
TD BANK December 2009 - June 2010
WACHOVIA BANK June 2007 - April 2009
Wachovia, A Wells Fargo Company March 2002 - April 2009
SunTrust Bank March 2007 - June 2007
WACHOVIA BANK March 2002 - March 2007
PaineWebber July 1994 - April 2001
CHASE MANHATTAN BANK February 1991 - June 1994
Chemical Bank August 1989 - December 1990
Education
University at Albany, SUNY 1989 — 1992
Coxsackie Athens High School 1984 — 1987
Business
Huntsville Hospital - Cardiovascular Services and Heart Center Inc. March 2013 - Present
Huntsville Hospital - Cardiovascular Services and Heart Center Inc. April 2012 - March 2013
Huntsville Hospital May 2011 - April 2012
Retina and Vitreous Associates of Alabama April 2010 - September 2010
Wachovia Bank May 2007 - March 2010
Skills
Healthcare, Hospitals, Healthcare Information..., Healthcare Management, Managed Care, EMR, Medicare, HIPAA, Healthcare Consulting, EHR, Physician Relations, Performance Improvement, Revenue Cycle, Process Improvement, Administration, CPOE, Clinical Research, Data Analysis, Health Insurance, Physicians, Practice Management, Quality Improvement, Revenue Cycle Management
Education
University of Alabama at Birmingham 2009 — 2011
Master of Science, Health Administration
University of Alabama at Birmingham 2009 — 2011
Master of Business Administration, Business
University of Florida 2005 — 2007
Bachelors of Science, Finance
Ryan January 2009 - Present
Wachovia Bank September 1993 - November 2008
Halliburton September 1992 - September 1993
United States Air Force May 1985 - September 1992
Skills
Financial Analysis, Leadership, Project Management, Customer Service, Sales Management, Corporate Real Estate, Facilities Management, Engineering, Construction Management, Lease Negotiations, Lease Administration, Property Management, Investment Properties, Property Maintenance, Sales, Strategic Planning, Budgets, Management, Business Strategy, Training, Contract Management, Team Building, Risk Management, Process Improvement, Banking, Operations Management, Contract Negotiation, Change Management, Process Scheduler, Space planning, Human Resources, Facility Relocation, Tenant Improvement..., Commercial Leasing, CRM, Procurement, Vendor Management, Mergers & Acquisitions, Time Management, Project Planning, Negotiation, Finance, Business Development, Due Diligence, Executive Management, Forecasting
Education
U.S. Air Force Institute of Technology 1988 — 1989
Masters, Engineering Management
University at Buffalo 1981 — 1985
BS, Mechanical Engineer
Silicon Valley Bank March 2010 - Present
Wachovia Bank January 2008 - June 2009
Wachovia Bank 2001 - 2007
Skills
Treasury Management, Cash Management, Relationship Management, Commercial Banking, Banking, Treasury Services, Corporate Finance, Investments, Commercial Lending, Loans, CRM
Education
University of California, Berkeley 1999 — 2001
BA, Anthropology
Caribbean Community of Business Professionals (CCBP) May 2007 - Present
West Coast Wall Street Conference December 2010 - October 2014
Newport Capital Consultants, Inc. April 2008 - February 2011
Wachovia Bank August 2007 - May 2008
Bank of the West June 2005 - June 2007
First Federal Bank of California November 2003 - May 2005
Fleet Boston Financial/ Quick and Reilly Inc. December 2000 - September 2003
R.R. Donnelley & Sons Financial December 1997 - December 1999
Skills
Negotiation, Sales Management, Leadership Development, Strategic Planning, Investments, Public Relations, Team Building, Leadership, Business Development, Entrepreneurship, Investment Banking, Capital Markets, Selling, Private Equity, Real Estate, Finance, Small Business, Sales, Start-ups, Business Strategy, New Business Development, Management, Business Planning, Strategy, Financial Analysis, Program Management, Banking, Asset Management, Strategic Financial..., Analysis, Venture Capital, Financial Modeling, Corporate Finance, Corporate Development, Mergers & Acquisitions, Executive Management, Funding, Competitive Analysis, Management Consulting, Strategic Partnerships, Coaching, IPO, Alternative Investments, Financial Services, Investor Relations, Hedge Funds, Portfolio Management, Consulting, Due Diligence, Emerging Markets
Education
University of California, Berkeley 1991 — 1995
English, Biology
Jesuit High School, Carmichael California 1985 — 1987
American School in Guadalajara, Mexico
University of Nebraska at Lincoln
CommunityOne Bank November 2013 - Present
CommunityOne Bank April 2012 - October 2013
SunTrust Bank April 2009 - November 2011
SunTrust Bank August 2006 - April 2009
Bunker Land Group February 2004 - August 2006
First Charter Bank March 2003 - February 2004
Wachovia Bank March 2002 - March 2003
Wachovia Bank January 1998 - March 2002
Wachovia Bank June 1986 - December 1997
Education
University of Alabama, Manderson Graduate School of Business
M A, Finance
University of North Carolina at Charlotte
B A, Earth Science
Regions Financial Corporation August 2011 - Present
Gardendale High School July 2006 - May 2009
Wachovia Bank November 2004 - December 2005
Southtrust Bank January 2003 - November 2004
SouthTrust Bank January 1999 - December 2003
SouthTrust Bank May 1996 - December 1999
SouthTrust Bank June 1991 - April 1996
Skills
Accounting, Finance, Financial Analysis, Managerial Finance, Banking, Risk Management, Management, Analysis, Loans, Credit, Commercial Banking, Financial Risk, Corporate Finance, Portfolio Management, Operational Risk...
Education
University of Alabama at Birmingham
Bachelor's degree, Accounting
American Cast Iron Pipe Company July 2012 - Present
ACIPCO April 2006 - July 2012
The Berry Company 2005 - 2006
Wachovia Bank January 2005 - August 2005
SouthTrust Bank September 2003 - January 2005
Skills
Business Development, Marketing Communications, Process Improvement, Public Relations, Materials Management, Operations Management, Analysis, Marketing, Purchasing, Strategic Planning, Customer Service, Contract Negotiation, Event Planning, Customer Satisfaction, Social Media, Sourcing, Advertising, Financial Analysis, Microsoft Office, New Business Development, Budgets, Management, CRM, Sales, Project Planning, Recruiting, Team Building, Continuous Improvement, Project Management, Microsoft Word, Negotiation, Public Speaking, Sales Management, Building Relationships, Product Development, Account Management, Cross-functional Team..., Manufacturing, Microsoft Excel, PowerPoint, Inventory Management, Leadership, Team Leadership, Business Strategy, Sales Operations
Education
University of Alabama 1998 — 2003
Bachelor's degree, Marketing
University of Alabama 1998 — 2002
Bachelor of Science (B.S.), Marketing
AAR CORP. July 2014 - Present
AAR CORP. November 2012 - July 2014
SYSTEMS PRODUCTS AND SOLUTIONS January 2010 - November 2012
Wachovia Bank March 2009 - January 2010
University of Alabama in Huntsville August 2005 - March 2009
Skills
HR SKILLS HR Policies &..., New Hire Orientations, Recruiting, HRIS, Policy, Employee Relations, Training, Human Resources, Onboarding, Database Admin
Education
Troy University in Montgomery 2009 — 2012
Masters of Science, Human Resource Management
University of Alabama in Huntsville 2004 — 2008
BSBA, Human Resource Management
Wells Fargo Bank April 2013 - Present
Wells Fargo Bank August 2010 - April 2013
Regions Bank December 2008 - August 2010
Wachovia Bank November 2005 - October 2008
Wells Fargo Financial May 2004 - November 2005
Education
University of Alabama at Birmingham 2008 — 2010
Master of Business Administration
University of Alabama 2000 — 2004
Bachelor of Science, Business Management
Signature Consultants April 2015 - Present
Caesars Entertainment Corporation November 2014 - April 2015
Bank of America May 2012 - November 2014
Bank of America May 2010 - May 2012
The Nielsen Company @ Del Monte Foods March 2009 - May 2010
Bank of America January 2005 - May 2008
Wachovia Bank March 2002 - December 2004
Skills
Analytics, Data Analysis, SAS, Leadership, Banking, Management, Data Management, SQL, Direct Marketing, Project Management, E-commerce, Data Mining, SAS programming, Program Management, Customer Insight, Analysis, ETL, Data Presentation, SAS Analytics, Base SAS, SAS/Stat, SAS/SQL, Consumer Insights, SAS EG, CRM, Strategy
Education
University of Arizona 2000 — 2001
MA, Political Science, 3.4/4.0
UNC Charlotte 1999 — 1999
BA, Political Science, 3.74/4.00
Winthrop University 1992 — 1996
BA, Psychology
Wells Fargo March 2010 - Present
Wachovia Bank January 2008 - March 2010
Wachovia Bank August 2005 - January 2008
Skills
CDO, Structured Products, Market Risk, CMBS, Fixed Income, Capital Markets, CLO, Derivatives, Investment Banking, Bloomberg, Structured Finance, Credit Risk, Credit Derivatives, Risk Management, Financial Modeling, Portfolio Management, Financial Analysis, Finance
Education
NYU Stern School of Business 2013 — 2014
Master of Science (M.S.), Risk Management
University of North Carolina at Charlotte - Belk College of Business 2002 — 2003
B.S.B.A, Marketing
Universidad de San Buenaventura 1997 — 2001
B.S.B.A, Management
Help with Houses October 2012 - Present
Wells Fargo Home Mortgage November 2011 - November 2012
The Notafraid II Travel Company November 2007 - January 2010
The Notafraid II Travel Company November 2007 - January 2010
World Savings September 2005 - March 2008
Wachovia Bank 2006 - 2008
World Savings / Wachovia Mortgage 2005 - 2008
Wachovia 2005 - 2008
Fund for Public Interest Research 2000 - 2001
Skills
Non-profits, Spanish, Mortgage Lending, Real Estate, Credit, Loans, Banking, Refinance, Coaching, Financial Services, Mortgage Banking, Training, Leadership, Team Building, Nonprofits, Short Sales, Loan Origination, Loss Mitigation, Loan Modifications, Investments, Finance, Short Films, Deed in Lieu, Business Development, Bankruptcy, Listing Homes, Residential Mortgages, Small Business, Marketing, Sales, Foreclosures, Investment Properties, Property, Real Estate Financing
Education
University of California, Davis 1995 — 2000
B.A., Economic Development, German, International Politics
Renasant Bank January 2009 - Present
Wachovia Bank September 2004 - December 2008
AmSouth Bank August 2002 - August 2004
Morgan Stanley January 2001 - July 2002
Skills
Customer Service, Personal Finance, Retail Banking, Commercial Banking, Social Networking, Business Networking, Home Equity Lines of..., Consumer Lending, Banking, Loans, New Business Development, Sales Management, Team Building
Education
University of Alabama 1994 — 2000
Business, Finance
Wells Fargo Bank May 2006 - Present
Wachovia Bank 2004 - 2006
Skills
Portfolio Management, Investments, Finance, Financial Analysis, Management, Analysis, Financial Services, Financial Risk, Wealth Management
Education
University of Alabama 2002 — 2004
Bachelor of Science (BS), Finance
Robert Chevez & Co. - Keller Williams Realty August 2009 - Present
Ishan Gala Foundation 2008 - 2010
Re/Max Xecutex September 2008 - August 2009
Eurofins Medinet March 2007 - July 2008
Wachovia Bank October 2004 - March 2007
Household Finance Corporation December 2002 - October 2004
Sprint 2000 - 2002
Sprint 2000 - 2002
Skills
Real Estate, Real Estate Negotiation, Spanish, Marketing Strategy, Contract Negotiations, First Time Home Buyers, Contract Writing, Negotiation, Investment Properties, Short Sales, Relocation, Real Estate Investment, Social Media Marketing, Advertising, Home, Foreclosures, REO, Investors, Social Media, Buying, Online Marketing, Coaching, Loans, Public Speaking, FHA, Mortgage, Sellers, New Business Development, Contract Negotiation, Selling, Customer Service, Buyer Representation, New Home Sales, Purchase, Luxury, Land, Realty, Referrals, Listings, Single Family Homes, First Time Buyers, Property Management, Real Estate Transactions, Condos, Investments, Residential, Relocations, VA, Brokerage, Mortgage Lending
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1995 — 1999
B.S., Marketing
Universidad Politécnica de Valencia 1998 — 1998
Spanish
Robinson 1991 — 1995
Wells Fargo March 2009 - Present
Keller Williams Realty November 2005 - November 2010
Wachovia Bank October 1996 - November 2004
Education
University of Alabama at Birmingham 1988 — 1992
BS, Business Administration
BioHorizons September 2013 - Present
Jack Henry & Associates December 2007 - September 2013
Wachovia Bank February 2007 - January 2008
Skills
People Skills, Finance, Banking, Leadership, Start-ups, Financial Modeling, Financial Analysis, Risk Management, Project Management, Strategic Planning, Business Analysis, Budgets, Microsoft Excel, SQL
Education
University of Alabama at Birmingham 2009 — 2011
Bachelor's degree, Finance and; Business
Snead State Community College 2001 — 2003
Associate's degree, Engineering
Courtland High School 1996 — 2000
Coastal Vascular & Vein Center 2011 - Present
Whittemore Solutions, LLC 2010 - June 2011
Community Bank in Charleston, SC October 2005 - 2009
Wachovia Bank September 2003 - October 2005
Merrill Lynch March 2000 - September 2003
Bank of America August 1994 - March 2000
JP Morgan Chase (Chemical Bank) August 1986 - July 1994
Johnson & Higgins 1981 - 1986
Skills
Benchmarking, Banking, Financial Analysis, Risk Management, Portfolio Management, Strategic Financial..., Financial Services, Investments, Talent Acquisition, Finance, Personnel Management, Healthcare Management, Strategic Planning, Strategic HR
Education
University of North Carolina at Chapel Hill 2013 — 2015
Master’s Degree, Health/Health Care Administration/Management
Tufts University 1976 — 1980
BA, History; Social Psychology
St. George's School
Well Fargo Home Mortgage Inc June 2013 - Present
Wachovia, A Wells Fargo Company August 2009 - Present
Wachovia/Wells Fargo Bank June 2009 - August 2009
Wachovia/Wells Fargo Bank July 2008 - June 2009
Wachovia Bank April 2002 - July 2008
Wachovia Bank October 2006 - June 2008
Weichert Financial August 2001 - April 2002
First Union National Bank October 1996 - August 2001
Olsten Staffing Services June 1991 - April 1996
Shiff and Goldman July 1994 - July 1995
Skills
Loans, Credit, Mortgage Lending, Underwriting
Education
Tuskegee University 1991 — 1993
Mechanical Engineering
Pace
Westamerica Bank November 2008 - Present
Brazos Higher Education Service Corp. 2003 - 2008
Wachovia Bank 1991 - 2003
Wachovia Bank 1991 - 2003
Skills
Marketing, Copywriting, Marketing Communications, Product Management, Strategic Planning
Education
University of California, Berkeley 1986 — 1988
Bachelor of Arts (BA), Communications
Signature Homes 2008 - Present
HPH Properties February 2007 - April 2008
Wachovia Bank March 2005 - February 2007
Skills
Photoshop, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, HTML, Public Speaking, AutoCAD, Space Planning, Hand Drafting, Design Research, Residential Design, Project Management
Education
University of Alabama 2001 — 2006
Bachelor of Science in Human Environmental Sciences, Interior Design
Albertville High School 1997 — 2001
Advanced Diploma
Webster Bank February 2014 - Present
Webster Bank July 2012 - February 2014
Seton Identification Products 2009 - July 2012
Wachovia Bank 2003 - 2008
Verizon Wireless 2002 - 2004
Peoples United Bank 1998 - 2002
Skills
FDR, SAP, TSYS, Call Center, Account Management, Negotiation, Leadership, Strategic Planning, CRM, Marketing, Budgets, Income Statement, Sales Management, Coaching, Credit, Process Improvement, Recruiting, Risk Management, Sales Operations, Sales, Forecasting, Call Centers, Team Building, Sales Process, Mortgage Lending, Loans, Management, Training, GMT, Witness, Cisco Call Manager, Banking, Lead Generation, Selling, Vendor Management, New Business Development, Cross-functional Team..., Team Leadership, Strategy, Customer Service, Business Planning, Customer Satisfaction, Human Resources, Time Management, Enthusiastic..., Cold Calling, Salesforce.com, Direct Sales, P&L Management, Sales Presentations
Education
Kolbe Cathedral High School 1989 — 1993
University of Bridgeport
Office of the Comptroller of the Currency February 2015 - Present
Deloitte January 2012 - February 2015
Capital One January 2011 - December 2011
BBVA Compass Bank July 2008 - June 2011
Wachovia Bank June 2006 - June 2008
Morgan Keegan January 2006 - May 2006
Skills
Compliance, Risk Management, Internal Controls, Audit, Business Process, Management, Auditing, Process Improvement, Financial Risk, Analysis, Finance, Leadership, Policy, Customer Service, Banking, Financial Analysis, Project Management
Education
University of Alabama 2002 — 2006
Bachelor of Science, Commerce & Business Administration; Finance
T-Mobile May 2012 - Present
Wachovia/Wells Fargo Bank February 2010 - May 2012
Wachovia Bank May 2009 - February 2010
Domino's Pizza August 2005 - May 2009
Texaco Express Lube August 2008 - January 2009
Compass Bank August 2007 - January 2008
Blockbuster Video January 2005 - August 2005
Skills
Customer Service, Credit Cards, Loans, Payments, Banking, Credit, Insurance, Retail Banking, Accounting
Education
University of Alabama at Birmingham 2007 — 2009
Bachelor's Degree, Business Management
Calhoun Community College 2005 — 2007
management
Wachovia Bank July 2004 - November 2005
SouthTrust Bank June 1998 - July 2004
Education
University of Alabama 1977 — 1980
BS
University of Montevallo 1976 — 1977
UnitedHealth Group May 2012 - Present
Travelers Insurance May 2010 - May 2012
Wachovia Bank 2007 - May 2010
Bank of America February 2005 - September 2007
General Electric 2001 - 2005
General Electric 1998 - 2003
Prime Capital 1993 - 1994
Skills
Vendor Management, Business Process..., ecommerce, Digital Marketing, Information Technology, Bank Mergers, eBusiness Suite, Web Analytics, E-commerce, Process Improvement, Program Management, IT Strategy, Thought Leadership, Integration, Enterprise Software, E-business, Mobile Devices, IT Management, SDLC, Analytics, SaaS, Project Management, Business Intelligence, CRM, Six Sigma, Business Transformation, Leadership, Product Development, Project Portfolio..., Management, Business Process..., Product Management, Customer Experience, Team Building, Strategy, Cross-functional Team..., Business Analysis, Banking, Executive Management, Integrated Marketing
Education
University at Albany, SUNY 1993 — 1997
BS, International Finance
JPMorgan Chase February 2012 - Present
JP Morgan Chase April 2011 - August 2012
Bank Mendes Gans October 2003 - April 2011
Wachovia, A Wells Fargo Company 2002 - 2003
Wachovia Bank 1998 - 2002
Bank of Tokyo-Mitsubishi 1989 - 1996
Bankers Trust 1987 - 1989
Goldman Sachs 1986 - 1987
Skills
Treasury, Banking, Treasury Management, Cash Management, Liquidity Management
Education
University of North Carolina at Chapel Hill 2000 — 2000
Executive Leadship Program
Saint John's University 1987 — 1990
MBA, International Finance
University at Albany, SUNY 1981 — 1985
B.S., Economics and Business
Wells Fargo Advisors January 2015 - Present
Wells Fargo & Company 2009 - Present
Wachovia Bank 2004 - 2009
Enterprise IG May 2000 - August 2004
Bank of America January 1996 - May 2000
Skills
Leadership, Marketing, Analysis, Program Management, Budgets, Integrated Marketing, Strategy, Telecommunications, Direct Marketing, Financial Services, Brand Management, Marketing Communications, Brand Development, Marketing Strategy, Creative Direction, Banking, Direct Mail, Segmentation, CRM, Email Marketing
Education
Truman State University 1982 — 1989
Wells Fargo August 2009 - Present
Wachovia Bank August 2006 - August 2009
Bank of America August 2002 - August 2006
Ford Motor Credit / PRIMUS 1991 - 2002
Marine Midland Bank / HSBC 1986 - 1991
Bank of America 1983 - 1986
Skills
Credit, Banking, Loans, Underwriting, Commercial Lending, Consumer Lending, Financial Services, Credit Analysis, Finance, Credit Risk, Sales Process, Portfolio Management, Account Management, Mortgage Lending
Education
University of California, Berkeley
Oakstone Publishing August 2010 - Present
Hoffman Media February 2011 - August 2013
Axcan Pharma March 2009 - August 2010
Southern Progress June 2007 - December 2008
Colonial Bank June 2005 - June 2007
Wachovia Bank November 2001 - June 2005
Skills
Advertising, Marketing Communications, Marketing Strategy, Marketing, Direct Marketing, Budgets, Sales, Market Planning, Training, Management, Project Management, Retail, Customer Service
Education
University of Alabama at Birmingham 2005 — 2007
MBA, Masters of Business Administration
University of Alabama 1997 — 2001
Bachelor of Science (BS), Marketing
Wells Fargo February 2009 - Present
Handling Innovations September 2007 - December 2008
Wachovia Bank October 1995 - July 2007
Skills
Project Management, Integration, Process Improvement, Management, Requirements Analysis, Loans, Business Analysis, Risk Management, Banking, SDLC, Vendor Management, Project Portfolio..., Analysis
Education
Tulane University 1984 — 1988
Wachovia Bank Sr. Lending OfficerRenasant Bank2002 - 2005
Education
University of Alabama 1990 — 1994
Finance
BBVA Compass August 2010 - Present
BBVA Compass July 2007 - August 2010
Wachovia Bank December 2005 - December 2006
Compass Bank May 2004 - December 2005
Compass Bank 2001 - 2004
Baumhower's 1994 - 1996
Skills
Commercial Lending, Public Speaking, Banking, Commercial Banking, Credit, Consumer Lending, Finance, Project Management, Small Business Lending, Credit Analysis, Retail Banking, Loans, Human Resources, Relationship Management, Internet Banking, Financial Analysis, Business Development, Management, Treasury Management, Credit Risk, Strategy, Cross Selling, Loan Origination, Financial Risk, Portfolio Management, Training, Wealth Management, Private Banking, Risk Management, Cash Management, Underwriting, Budgets, Credit Cards, Business Process, Mortgage Lending, Deposits, Process Improvement, Financial Services, Mortgage Banking, AML, Branch Banking, Lines Of Credit, Core Banking, Core Banking..., Operational Risk, Operational Risk..., Financial Institutions
Education
University of Alabama in Huntsville 1987 — 1991
BA, History
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 November 1997 - March 2008
Education
University of Arkansas 1975 — 1977
MS, statistics
University of Arkansas 1972 — 1975
MA, History
NEO July 2006 - December 2014
SouthTrust Bank/Wachovia Corporation 2004 - 2006
Wachovia Bank 1981 - 2005
SouthTrust Bank 1981 - 2004
Skills
Project Management, Facilities Management, Construction Management, Interior Design, Migration Management, Contractors, Budget, Strategic Planning, Negotiation, Sales Management
Education
University of Alabama 1972 — 1976
BS, Interior Design
Lee High School 1968 — 1972
High School
Ally Financial Inc. 2011 - Present
Wachovia Bank June 2008 - Present
Education
University of Alabama at Birmingham 1986 — 1994
Citibank October 2011 - Present
Avelo Mortgage Corporation 2008 - October 2011
Wachovia Bank December 2007 - May 2008
Skills
Credit, Banking, Financial Analysis, Mortgage Lending, FHA, Loan Origination, Mortgage Banking, Loans, Insurance, Underwriting, Credit Analysis
Education
University of California, Berkeley 1986 — 1991
US Bancorp - Private Client Reserve November 2014 - Present
Northern Trust Company July 2011 - November 2014
California Republic Bank July 2008 - July 2011
Wachovia Bank August 2005 - July 2008
FMV Opinions 2002 - 2005
Monitor Group 1996 - 2002
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Credit, Business Strategy, Real Estate, Strategic Planning, Risk Management, Loans, Credit Analysis, Banking, Financial Services
Education
University of California, Irvine - The Paul Merage School of Business 2004 — 2006
MBA, Finance
UCI CFP
University of California, Berkeley - Walter A. Haas School of Business
BS, Business Administration
Wells Fargo Bank July 1997 - Present
Wachovia Bank July 1997 - February 2010
SouthTrust Bank 1997 - 2004
Pittman Financial Group August 1993 - June 1997
Skills
Management, Requirements Analysis, Technical Support
Education
University of Alabama at Birmingham 1989 — 1999
BS in Natural Science, Computer Science/Mathematics
Wachovia Bank
Education
University of California, Davis 1998 — 1999
Wachovia Bank Unix Systems AdministratorWachovia2007 - Present
Education
University of Alabama at Birmingham 1980 — 1984
BS, Psychology/Chemistry
Internap Network Services August 2011 - Present
The Receivables Exchange May 2008 - August 2011
Wachovia 1996 - 2007
Wachovia Bank February 2002 - December 2004
Wachovia December 2001 - February 2003
Skills
B2B, Email Marketing, Marketing, Webinars, Lead Generation, Salesforce.com, Marketing Automation, Analytics, Pardot, Leadership, Business Development, New Business Development, Sales Presentations, Management, Marketing Operations, Sales Process, Start-ups, Solution Selling, Product Marketing, Marketing Strategy, Sales, SaaS, Social Media, CRM, Finance, Advertising, Project Management, Enterprise Software, E-commerce, Cloud Computing
Education
University of Alabama 1991 — 1996
BA, Communications, Marketing
Wachovia Bank November 1998 - Present
Education
Bristol University 1988 — 1993
B.S. Business Administration, Accounting
US Nuclear Regulatory Commission July 2014 - Present
U.S. Nuclear Regulatory Commission July 2010 - July 2014
Wachovia Bank August 2007 - November 2008
Skills
National Security, Analysis, Government, Leadership, Program Management, Military, Security Clearance, Operational Planning, Navy
Education
United States Naval Academy 1994 — 1998
Bachelor of Science (BS), Oceanography, Chemical and Physical
Wells Fargo Bank N.A. October 2010 - Present
Wachovia Bank August 2008 - October 2009
Wachovia Bank September 2006 - August 2008
KeyBank February 2005 - September 2006
UBS Investment Bank March 2004 - February 2005
Misys Banking Systems February 1998 - January 2004
Bankers Trust Company February 1992 - February 1998
US Army 1981 - 1987
Skills
Portfolio Management, Credit, Syndications, Mergers & Acquisitions, Financial Services, Commercial Lending, Integration, Leadership, Business Analysis, Middle Office
Education
George Mason University - School of Business 1990 — 1991
MBA, emphasis on Finance, Accounting
Tulane University 1978 — 1981
BS, Computer Science Engineering
Theresa English January 2009 - Present
BankVison Inc June 2008 - January 2009
New Ventures 2008 - 2008
Wachovia Bank November 2002 - October 2007
Pacific Service Credit Union August 1992 - October 2002
Bank of the West August 1988 - August 1992
Education
University of California, Berkeley
BA, History
Regions Bank June 2005 - Present
Wachovia Bank January 1999 - July 2005
Education
University of Alabama
Wachovia Bank July 2006 - Present
Movie Gallery October 2001 - July 2006
Education
Troy University Dothan 2004 — 2007
BSBA, Management
AT&T March 2010 - Present
American Campus Communities/ The Heights August 2009 - March 2010
Wells Fargo Home Mortgage April 2009 - August 2009
Regions Bank April 2007 - April 2009
Wachovia Bank January 2005 - March 2007
Skills
Mortgage Lending, Sales, Sales Management, Sales Process, Sales Operations, Customer Service, Customer Relations, Customer Retention, Loan Origination, Mobile Technology, Wireless, Apartments, Negotiating Leases, Lease Documentation, Rental Real Estate, Rental Management, Retail Banking, Branch Banking, Mortgage Banking, Call Center Development, Mortgage Underwriting, Non-profit Volunteering, Process Consulting, Employee Training, Training & Development, Sales Coaching, Strategy, Management
Education
University of Alabama at Birmingham 1996 — 2001
Bachelor's Degree, Business Finance, 3.0 Major GPA
Wells Fargo Bank, N.A. July 2006 - Present
Wachovia Bank 2002 - 2006
Skills
Corporate Finance, Corporate Trust, Fixed Income, Structured Finance, Securities, Equities, Investments, Financial Services, Bonds, Relationship Management, Securitization, Capital Markets, Portfolio Management, Risk Management, Project Finance, Finance, Funding, Banking, Loans, Structured Products, Financial Markets
Education
University at Albany, SUNY 1988 — 1993
Wachovia Bank Systems AnalystFidelity National Information2005 - 2007
Jack Henry & Assoc 2004 - 2005
Education
University of Alabama 2000 — 2004
MassMutual Financial Group December 2008 - Present
Wachovia Bank June 2001 - November 2008
PFPC December 1999 - June 2001
First Data Corporation December 1998 - February 2000
Bank of Albania January 1991 - October 1993
Skills
SDLC, Business Analysis, Data Modeling, Data Warehousing, Business Intelligence, Requirements Analysis, Software Project..., Websphere, Sybase, SQL, Business Process..., Microsoft SQL Server, SOA
Education
Universiteti i Tiranës 1987 — 1991
Economics, Financial Planning
Wachovia Bank June 2009 - Present
Wells Fargo 2002 - Present
Wachovia, A Wells Fargo Company 2002 - 2010
Wells Fargo 2002 - 2009
Education
University of Alabama 1997 — 2001
Bachelor's, Marketing
Panasonic Avionics Corporation September 2013 - Present
Bombardier Trans July 2010 - September 2013
Bombardier Transportation July 2010 - April 2012
Wachovia Bank August 2008 - November 2010
Home Depot At Home Services March 2003 - August 2008
Skills
Leadership, Training, Sales, Customer Service, Management, Analysis, Inventory Management, Software Documentation, Transportation, Process Scheduler, Team Leadership, Troubleshooting, Time Management, Microsoft Excel, Team Building, MS Excel Pivot Tables, Microsoft Access, Logistics, Outlook, Customer Satisfaction, Program Management, Quality Control, Strategic Planning, Microsoft Word, Customer Retention, Inventory Control, Data Analysis, P&L, P&L Management, Proofreading, Business Operations, Oracle SQL, Employee Training, Retail Operations, MySQL, PowerPoint, Sales Management, Microsoft Publisher, FTP software, FrontPage, Business Objects, Assetworks Fleet Focus, PDF Editor, IT Support, Adobe Acrobat, Access
Education
Universal Technical Institute of California Inc 2009 — 2010
Diploma, Automotive Engineering Technology/Technician, 4.0
University of Missouri - St. Louis 1997 — 1999
Mass Communication/Media Studies
CIBER, Inc. October 2010 - Present
Duke Energy/CCCi April 2009 - October 2010
Duke Energy/CCCi February 2009 - April 2009
Wachovia Bank November 1997 - March 2008
Duke Energy February 1977 - October 1997
Skills
Business Architecture
Education
University of Arkansas 1975 — 1977
MS, Statistics
University of Arkansas
MA, History
Wachovia Bank Relationship ManagerWells Fargo1982 - Present
Skills
Commercial Lending, Credit, Risk Management, Loans
Education
University of ALABAMA
Peninsula Bank January 2009 - Present
Wachovia Bank 2007 - 2008
Education
Universidad de Puerto Rico 1978 — 1983
BBA, Accounting, Business Administration
Wells Fargo June 2010 - Present
Wachovia Bank August 2005 - June 2010
JPMorgan Chase December 2003 - July 2005
Frito Lay May 2003 - September 2003
Maria Miyares Real Estate June 2000 - July 2002
Skills
Coaching, Real Estate, Auditing, Marketing, Finance, Credit Analysis
Education
Universidad de Puerto Rico 1995 — 2000
Bachellor's, Business Administration in Finance
Ramon Jose Davila 1993 — 1995
Diploma, Commercial
Wells Fargo April 2011 - Present
Wachovia Bank October 2006 - December 2008
World Savings November 1996 - September 2006
Education
University of Maryland College Park 1986 — 1989
B.A., Business Mgt., English (minor)
University of Arizona 1984 — 1986
Business Management
Wells Fargo March 2009 - Present
Wachovia Bank 2007 - February 2010
World Savings 2006 - 2007
World Savings 2004 - 2006
World Savings 1992 - 2006
Education
University of California, Davis 1988 — 1992
BS
Wells Fargo Bank May 2009 - Present
Wells Fargo 2009 - Present
Wachovia Bank March 2006 - May 2009
JPMorgan Chase February 1998 - March 2006
J.P. Morgan/Bank One 1998 - 2006
Wells Fargo Bank August 1983 - August 1989
Education
University of Southern California 1980 — 1982
MBA, Real Estate Finance
University of California, Davis 1973 — 1977
BS, Environmental Planning and Management
Regions Financial Corporation December 2008 - Present
Wachovia Bank January 1999 - October 2008
Education
Troy University 1979 — 1983
BS, Social Science
TSYS July 2001 - Present
Wachovia Bank March 1996 - July 2001
Republic Bank August 1990 - March 1996
Capital Bank December 1987 - July 1990
University of Arizona March 1986 - December 1987
IBM November 1985 - April 1986
Central Bank Monroe La August 1981 - October 1985
APEX Data Systems January 1980 - July 1981
Skills
Sarbanes-Oxley Act, IT Audit, Auditing, CISA, SDLC, Internal Audit, Information Technology, Business Analysis
Education
University of Arizona 1976 — 1979
BA, MIS and Accounting
Wachovia Bank Sr., Loan processorChase Home FinanceAugust 2009 - Present
Wells Fargo Home Mortgage 2008 - 2009
Old Pueblo Mortgage Inc., May 1999 - December 2007
Skills
Sales Excellence,...
Education
University of Arizona 1979 — 1983
Bachelor of Science, Liberal Arts and Finance
Tucson High School 1974 — 1976
general studies, general studies
Wells Fargo October 2009 - Present
Wachovia Bank June 2005 - December 2009
SouthTrust Bank March 2001 - June 2005
SouthTrust Bank June 2000 - March 2001
Regions Bank June 1999 - June 2000
Skills
Commercial Banking, Credit, Financial Risk, Commercial Lending, Strategic Planning, PowerPoint, Management, Loans, Credit Analysis, Small Business Lending, Portfolio Management, Risk Management, Loan Origination, Lines Of Credit, Mortgage Lending, Financial Analysis, Asset Based Lending, Banking, Consumer Lending, Credit Risk
Education
University of Alabama 1994 — 1999
BS, Finance/Economics
US Bank May 2010 - Present
Wachovia Securities June 1993 - May 2010
Wachovia Bank June 1993 - May 2010
Wheat, First Securities March 1991 - June 1993
Education
University of Arizona 1986 — 1990
BA, Economics
Salpointe Catholic 1985 — 1986
St. Francis High School 1982 — 1985
Regions Bank January 2009 - Present
Wachovia Bank 2004 - 2009
SouthTrust Bank 1991 - 2004
Graham & Company 1989 - 1991
Bay Villa Developers of Alabama 1989 - 1989
First Commercial Bank 1988 - 1989
National Bank of Commerce 1982 - 1987
AmSouth Bank 1981 - 1981
Engel Mortgage Company 1980 - 1981
Skills
Real Estate, Appraisals, Valuation, Underwriting, Portfolio Management, Credit, Banking, Loans, Financial Modeling, Credit Risk, Risk, Commercial Lending, Commercial Real Estate, Credit Analysis, Investments, Asset Management, Mortgage Banking, Real Estate Economics, Loan Origination, Management, Mergers & Acquisitions, Real Estate Financing, Mortgage Lending, Due Diligence, Financial Risk, Small Business Lending, Investment Properties, Commercial Banking, Financial Structuring, Asset Based Lending
Education
University of Alabama 1976 — 1980
BS, Real Estate
Appraisal Institute Courses
Real Estate Appraisal
Certified Commercial Investment Member (CCIM) Courses
Income Real Estate Investment
Mt. Brook High School
Wells Fargo March 2014 - Present
Wells Fargo September 2010 - March 2014
Wells Fargo 2009 - January 2011
Wachovia Bank 2006 - 2009
First Union / Wachovia 1998 - 2006
GE Capital Mortgage Services 1995 - 1998
Skills
Structured Finance, Portfolio Management, Finance, Strategic Financial..., Credit Risk, Analysis, Credit, Credit Analysis, Financial Analysis, Banking, Financial Risk, Capital Markets
Education
Truman State University 1990 — 1995
BS, Accounting
Wells Fargo September 2009 - Present
Wachovia Bank 2004 - 2009
SouthTrust Bank 2002 - 2004
Bank One 2000 - 2002
Bank One 1998 - 2000
First Commerce Corporation, New Orleans 1994 - 1998
First Commerce Corporation, New Orleans 1985 - 1994
Education
Tulane University - A.B. Freeman School of Business
BS, Management
Bayview Loan Servicing, LLC October 2012 - Present
JPMORGAN CHASE March 2011 - October 2012
JPMorgan Chase March 2010 - March 2011
CarMax March 2009 - March 2010
WACHOVIA MORTGAGE February 2007 - October 2008
WACHOVIA BANK January 2006 - January 2007
WACHOVIA BANK April 1999 - January 2006
Skills
Loan Modifications, Loss Mitigation, Mortgage Lending, Performance Improvement, Credit Analysis, Coaching, Loans, Pipeline Management, Trainers, Credit, Communication, Quality Assurance, Job Evaluation, Customer Service, Compliance, Retail Banking, Credit Risk, Branch Banking, Cross Selling, Deposits, Banking, Software Documentation, Underwriting, Analysis, Refinance, Management, Access, Leadership
Education
Universidad Nacional Pedro Henríquez Ureña 1984 — 1990
Bachelor of Science (B.S.), Computer Science
Wells Fargo January 2007 - Present
Wachovia Bank September 1990 - February 2007
Education
Wake Forest University School of Business 1979 — 1981
MBA, Finance; Operations
Tulane University
BFA, Music
Robertson Banking Company June 2014 - Present
Regions Financial Corporation July 2012 - June 2014
Indian Rivers Mental Health Center 2011 - 2012
RBC Bank 2007 - 2009
Wachovia Bank July 2001 - February 2007
Education
University of Alabama
Wachovia Bank July 2007 - Present
Edward Jones April 2006 - April 2007
Enterprise Rent-A-Car September 2001 - April 2006
The Walt Disney Company 1999 - 2001
Skills
Training, Marketing, Series 63, Customer Service, Series 7, Finance
Education
University of Arizona 1993 — 1997
Bachelor of Arts, Media Arts
Wells Fargo Commercial Real Estate 2009 - 2014
Wachovia Bank 2004 - 2008
SouthTrust Bank 1983 - 2005
Skills
Underwriting, Commercial Lending, Credit Analysis, Small Business Lending, Loans, Credit, Credit Risk, Banking, Real Estate, Portfolio Management, Commercial Banking, Consumer Lending, Asset Based Lending, Lines Of Credit, Mortgage Lending, Commercial Mortgages, Loan Origination
Education
University of Alabama
Bachelor of Science (B.S.), Corporate Finance and Investment Management
Union Savings Bank, Danbury, CT September 2012 - Present
Darien Rowayton Bank January 2012 - September 2012
Consulting April 2011 - December 2011
New Canaan Public Schools September 2009 - January 2011
Citibank 2002 - 2008
Wachovia Bank 1994 - 2001
People's United Bank 1982 - 1994
University of Bridgeport and Norwalk Community College 1984 - 1988
Independent Fee Appraiser 1982 - 1986
Skills
Loans, Mortgage Lending, Loan Origination, Portfolio Management, Real Estate, Commercial Mortgages, Underwriting, Financial Analysis, Real Estate Economics, Credit Risk, Commercial Real Estate, Construction Loans, Relationship Management, Credit, Small Business
Education
University of Bridgeport 2009 — 2010
Master of Education, Elementary Education
University of Bridgeport
MBA, Finance
The University of Connecticut 1978 — 1982
BS, Real Estate and Urban Economics; Finance
Wells Fargo (and predecessor companies in mergers) July 1993 - Present
Wachovia Bank March 2007 - March 2008
Education
University of California, Berkeley
BS, Exercise Physiology
FSSI - Financial Statement Services Inc. April 2013 - Present
California United Bank June 2010 - April 2013
Partners Bank of California March 2009 - June 2010
Wachovia Bank March 2008 - March 2009
Commerce National Bank June 2005 - March 2008
US Bank February 2001 - June 2005
Wells Fargo Bank February 1997 - January 2000
Skills
Finance, Leadership, Business Development, Consumer Lending, Portfolio Management, Sales, New Business Development, Banking, Small Business Lending, Mergers & Acquisitions, Digital Printing, Inkjet, Direct Marketing, Sales Management, Managed Print Services
Education
University of California, Irvine 1990 — 1994
BS, Psychology
La Salle High School 1986 — 1990
Merrill Lynch April 2011 - Present
Wells Fargo Advisors April 2010 - April 2011
Wells Fargo June 2009 - March 2010
Wachovia Bank October 2006 - May 2009
Education
University of Alabama 2001 — 2005
Bachelor of Arts (B.A.), History
BBVA Compass July 2010 - Present
Irondale Commercial Development Authority 2007 - 2013
BBVA Compass 2009 - 2011
BBVA Compass July 2007 - January 2010
Wachovia Bank October 2004 - October 2006
SouthTrust Bank June 1997 - October 2006
Wells Fargo Financial 1997 - 2006
Skills
Moody's Risk Analyst, Loans, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Credit, Banking, Credit Risk, Underwriting, Lines Of Credit, Portfolio Management, Loan Origination, Financial Analysis, Risk Management, Financial Risk, Commercial Real Estate, Consumer Lending, Commercial Mortgages
Education
University of Alabama at Birmingham 1996 — 1998
MBA, Business
University of Alabama at Birmingham 1992 — 1996
BS, Accounting - cum laude
N/A 2012 - Present
M&T Bank 2008 - 2012
Wachovia Bank 2006 - 2008
Washington Mutual 2005 - 2006
First USA Telecom Corp. / Z-Communications 2003 - 2005
Barkley Financial Corp., 2001 - 2003
UBS / PaineWebber Inc., 1998 - 2001
Ramoil Management CO., Headquarters 1993 - 1998
Meditravel Ltd., Member of Meditrade Ltd. Group, London, Office in Belgrade, Serbia 1989 - 1993
Skills
Small Business Lending, Consumer Lending, Commercial Lending, Commercial Banking, Loans, Lines Of Credit, Retail Banking, Credit, Banking, Credit Analysis, Mortgage Lending, Branch Management, Finance, Investments, Portfolio Management, Management, Customer Service, Marketing Strategy, Sales, Leadership, Financial Analysis
Education
Univerzitet u Beogradu / University of Belgrade 1987 — 1991
Bachelor’s Degree, International Business/Trade/Commerce
University of Belgrade
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Playworld Inc. July 2015 - Present
Publishers Service Associates December 2013 - July 2015
United States Postal Service August 2013 - November 2013
Carr, Riggs & Ingram, LLC January 2012 - April 2012
Wachovia Bank August 2006 - May 2010
Education
University of Alabama at Birmingham 2009 — 2012
Bachelor of Science (B.S.), Accounting
University of South Alabama
Bachelor of Science, Business Administration, Finance
Wells Fargo August 2015 - Present
Wells Fargo 2013 - Present
Wells Fargo 2008 - 2012
Wachovia Bank 2007 - 2008
Skills
Leadership, Management, Strategic Planning, Customer Experience, Credit, Loans, Banking, Mortgage Lending, Relationship Management, Mortgage Banking, Loan Origination, Credit Analysis, Series 7, Commercial Banking, Small Business Lending
Education
University of California, Davis 1988 — 1991
Bachelor of Science
Renasant Bank May 2013 - Present
Memphis Farmers Market January 2013 - Present
First Tennessee Bank June 2010 - May 2013
Wachovia Bank June 2003 - May 2010
Education
University of Alabama 2003 — 2007
Finance, Investment Management
UnitedHealth Group December 2011 - Present
Wellpartner December 2009 - October 2011
Wachovia Bank January 2007 - February 2009
Skills
Healthcare
Education
University of California, Berkeley
Regions Financial Corporation November 2011 - Present
Regions Financial Corporation August 2007 - November 2011
BBVA Compass June 2006 - August 2007
Wachovia Bank December 2004 - June 2006
SouthTrust Bank May 1997 - December 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Finance, Banking, Commercial Banking
Education
University of Alabama 1989 — 1994
Bachelor of Science, Corporate Finance
University of Alabama at Birmingham 1996 — 1997
Masters of Business Administration
Eastern National Bank 2008 - Present
Bank of America 2004 - 2008
Wachovia Bank 2001 - 2004
Hudson Valley Bank 1999 - 2001
Skills
Proven Sales,..., Efficient..., Successful Working..., Professional..., Microsoft Office &...
Education
SUNY at Buffalo 1988 — 1994
Master of Arts (MA), International Business and World Trade
Wells Fargo Commercial Banking January 2008 - Present
Wachovia Bank 1982 - 2008
Education
Tulane University 1978 — 1982
Bachelor of Arts (B.A.)
Peapack-Gladstone Bank May 2013 - Present
Senior Private Client Advisor May 2006 - May 2013
Wachovia Bank February 1989 - May 2006
Skills
Loans, Asset Management, Commercial Lending, Portfolio Management, Credit, Mortgage Lending, Credit Analysis, Wealth Management, Commercial Banking, Loan Origination, Risk Management, Banking, Investments, Financial Services, Financial Analysis, Finance, Credit Risk
Education
George School
High School, 9th-12th
Tufts University
Bachelor of Arts (BA)
JPMorgan Chase May 2003 - Present
BB&T November 2000 - May 2003
Wachovia Bank March 1998 - November 2000
Skills
Data Analysis, Image Processing
Education
Troy University 1991 — 1993
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of Maryland College Park 1974 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General