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
J.R. Simplot Company - Plant Sciences December 2013 - Present
J.R. Simplot Company - Plant Sciences March 2012 - November 2013
Brigham Young University August 2010 - April 2012
JR Simplot May 2011 - March 2012
Bank of America July 2009 - August 2010
Altius Mortgage Group October 2008 - July 2009
Wachovia Bank February 2005 - October 2008
Specialty Systems, Inc August 2003 - February 2005
St. Thomas December 2002 - June 2003
Skills
Financial Analysis, Finance, Financial Modeling, Forecasting, Valuation, New Business Development, Licensing, Licensing Negotiations, Business Planning, Business Development, Business Strategy, Business Analysis, Microsoft Excel, Cash Flow Forecasting, Capital Budgeting, Budget Process, Operating Budgets, Department Budgeting, Budget Forecasts, Relationship Management, NPV, Wakeboarding, Automotive Restoration, Woodworking, Competitive Analysis, Budgets, Data Analysis, Marketing Strategy, Start-ups, Cross-functional Team..., Market Research, Strategy, Analysis, Analytics, Entrepreneurship, Leadership, Management, Strategic Planning
Education
Brigham Young University 2010 — 2012
Masters of Business Administration, Studied Finance, Marketing, and Global Management
University of Utah 2000 — 2002
B.A., Business Administration, Spanish Minor
Bank of America March 2014 - Present
Bank of America January 2013 - March 2014
Bank of America December 2011 - January 2013
H & H Enterprises February 2011 - October 2011
Give Something Back December 2008 - March 2009
Student Financial Aid Services Inc January 2008 - December 2008
Wachovia Bank September 2006 - June 2007
Countrywide Home Loans March 2003 - September 2006
Standard Abrasives January 1995 - May 2002
Skills
Customer Service, Sales, Account Management, Marketing, Marketing Strategy, New Business Development, Cold Calling, B2B, Strategic Planning, Sales Management, Customer Retention, Graphic Design, Photoshop, Social Media Marketing, Microsoft Office
Education
California State University-Northridge 1996 — 2001
Bachelors, Art with emphasis in Graphic Design
Los Angeles Valley College 1992 — 1995
Associates, Art, Graphic Design
New Beginnings Church of Lynnwood January 2011 - Present
BibleStudyPodcasts.Org February 2007 - Present
Wachovia Bank September 2005 - October 2007
The Aladdin Resort Hotel and Casino April 2003 - August 2004
Skills
Leadership, Public Speaking, Report Writing, Book Writing, Delegate Management, Training, Praise & Worship, Microsoft Word, PowerPoint, Open Office, Expository Preaching, Worship Music, Pastoring, Church Events, Bible, Conflict Resolution, Community Outreach, Social Media, Critical Thinking, Leadership Development, Youth Mentoring, Nonprofits
Education
Southern Evangelical Seminary 2004 — 2009
Master of Divinity (M.Div.), Theology and Apologetics
California Lutheran University 1990 — 1994
Bachelor of Science (B.S.), Psychology
Umpqua Bank July 2012 - Present
Union Bank January 2010 - July 2012
Union Bank January 2010 - July 2012
Wachovia Bank October 2006 - January 2010
Kappel & Kappel Realtors, Inc September 2002 - September 2006
Enterprise Rent-A-Car December 1996 - June 2002
Education
California State University-Chico 1994 — 1996
Journalism, Public Relations & Business Admimistration
MetLife Securities, Inc. April 2011 - Present
Morgan Stanley Smith Barney August 2009 - March 2011
Wachovia April 1995 - November 2008
Wachovia Education Finance April 1995 - November 2008
Wachovia Bank 1995 - 2008
Fleet National Bank 1992 - 1995
Education
Bryant University 1992 — 1998
Business Administration, Marketing, Finance
Citi February 2015 - Present
Xerox October 2013 - February 2015
Fujitsu November 2012 - October 2013
BB&T October 2010 - November 2012
First Citizens Bank December 2009 - October 2010
Food Bank of Central & Eastern NC 2008 - 2010
Fidelity Investments May 2007 - July 2009
Wachovia Bank February 2005 - May 2007
Wachovia Bank August 2000 - February 2005
Moss Adams LLP 1999 - 2000
Skills
Program Management, Project Portfolio..., Software Project..., Offshore Project..., Web Project Management, Project Management, SDLC, Microsoft Project..., Visio, SharePoint, Agile, Waterfall, Process Improvement, Clarity, Implementation Project..., HRO, Business Relationship..., PMO, Resource Allocation, Resource Management, MS Project, Agile Methodologies, Vendor Management, Team Leadership, PMP, CRM, Management, Integration, Leadership, Business Process, Six Sigma, Analysis, Human Resources, Requirements Analysis, User Acceptance Testing, Requirements Gathering, Business Analysis, Business Requirements, IT Strategy, Databases, Risk Management, Project Delivery, Agile Project Management, Software Documentation, IT Management, IT Service Management, ITIL, Enterprise Architecture, Outsourcing, Cross-functional Team...
Education
Chapman University 1992 — 1993
MBA Progam
California State University-San Bernardino 1988 — 1991
BS, Business Admin / Accounting
New Resolution Real Estate Services December 2011 - Present
Intero Real Estate Services of Southern California January 2014 - Present
Century 21 - Adams & Barnes/Bright Horizons June 2011 - December 2013
Rels February 2011 - December 2011
Lender Processing Services, Inc. (LPS) April 2009 - August 2010
Wachovia Bank September 1999 - November 2008
Skills
Appraisals, Residential Homes, Mortgage Lending, FHA, Mortgage Banking, Real Estate Economics, Foreclosures, Loans, Refinance, Real Estate Financing, Leadership, Real Estate, REO, Real Estate Transactions, Investment Properties, Investors, Training, FHA financing, Condos, Loss Mitigation, First Time Home Buyers, Short Sales, Referrals, Single Family Homes, Management, Loan Origination, Valuation, Selling, Property, Sellers, Residential Mortgages, Negotiation
Education
California State Polytechnic University-Pomona 1984 — 1989
Finance
Mt. San Antonio College 1982 — 1984
General Education/Real Estate Courses
SchoolsFirst Federal Credit Union August 2012 - Present
First Foundation Inc. June 2010 - June 2012
Wells Fargo June 2009 - June 2010
Wachovia Bank April 2007 - June 2009
World Savings Bank January 1999 - April 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Mentoring, Internal Audit, Operations Management, Banking
Education
California State University-Fullerton 1999 — 2001
Child Development
Santa Ana College 1996 — 1999
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
ZS Associates July 2014 - Present
Google April 2013 - April 2014
LinkedIn October 2012 - April 2013
eBay January 2012 - July 2012
Google January 2011 - January 2012
Wells Fargo Bank January 2008 - December 2010
Wachovia Bank 2007 - 2010
Yahoo! 2007 - 2007
Kelly Services 2002 - 2005
Act-1 1996 - 1998
Skills
Entrepreneur, Intimate Gathering's..., University Relations, Internet Recruiting, Direct Sourcing, College Recruiting, Applicant Tracking..., Diversity Recruiting..., Recruiting, Sourcing, Entrepreneurship, Cold Calling, Human Resources, Management, Screening Resumes, Onboarding, HR Policies, Interviews, Benefits Negotiation, Screening, Training, Talent Acquisition, Temporary Placement, Talent Management, Hiring, SDLC, Vendor Management, Technical Recruiting, Strategy, Executive Search, Contract Recruitment, Employee Relations, Staffing Services, Search, Performance Management, Consulting, Networking, Employer Branding, Recruitment Advertising, Sales, Workforce Planning, Taleo, Temporary Staffing, Leadership, Deferred Compensation, HRIS, Time Management, Resume Writing, Employee Engagement, Permanent Placement
Education
California State University-Sacramento 1990 — 1994
Bachelor of Arts, Communication Studies, Broadcast News
Wells Fargo December 2014 - Present
Comerica Bank December 2012 - December 2014
Wells Fargo January 2008 - June 2009
Wachovia Bank July 2007 - December 2007
Wells Fargo October 2006 - June 2007
Wells Fargo October 2003 - September 2006
Skills
MBA, Banking, Financial Management, Credit, Finance, Financial Analysis, Credit Analysis, Commercial Lending, Relationship Management, Portfolio Management, Marketing, Leadership, Financial Services, Commercial Banking, Loans
Education
California State University-East Bay 2010 — 2011
MBA, Business Administration, 3.74
California State University-East Bay 2010 — 2011
Bachelor's degree, Business
JPMorgan Chase March 2010 - Present
Independant Nonprofit Consultant 2008 - 2010
Wachovia Bank 2006 - 2008
Wells Fargo Home Mortgage 2001 - 2005
Fannie Mae 1997 - 2001
Skills
Banking, Financial Services, Real Estate, Mortgage Banking, Loans, Credit, Underwriting, Loan Origination, Loss Mitigation, FHA, Credit Analysis, Finance, Residential Mortgages, Mortgage Underwriting
Education
California State Polytechnic University-Pomona
BS / Business Administration
Hope International University
MBA
Pasadena City College
Associate of Arts (A.A.)
Wells Fargo February 2000 - Present
Wachovia Bank November 1976 - September 2009
Wachovia Bank 1976 - 2009
Wachovia Bank February 2000 - November 2007
Corestates Bank 1992 - 1998
Skills
Disaster Recovery, Business Analysis, Integration, SQL, Banking, Enterprise Architecture, Risk Management, SDLC, Vendor Management, Requirements Gathering, Visio, Leadership, Unix, SharePoint, Requirements Analysis, Microsoft SQL Server, IT Strategy, IT Management, Software Documentation, Process Improvement
Education
Camden County College 1983 — 1992
None, Information Technology
Horizons Counseling Services LLC May 2010 - Present
Stein hospice 2010 - 2013
Counseling Works! January 2009 - July 2010
Lorain County Community College 1993 - 2010
Clinical Counseling Associates 2001 - 2009
Clinical Counseling Associates 2003 - 2007
Antone F. Feo + Assoc July 1998 - April 2001
Rainbow Healthcare 1995 - 1998
Rainbow Healthcare 1995 - 1998
Wachovia Bank May 1970 - September 1990
Skills
Eye Movement..., Training & Development, Training Skills, EMDR, EMDR Consultation, Help Professionals..., Specialize in Trauma..., Psychotherapy, Mental Health, Counseling Psychology, Employee Training, Stress, Behavioral Health, Training, Clinical Research, Healthcare, Mental Health Counseling, Post Traumatic Stress, Psychology, Self-esteem, Public Speaking, Family Therapy, Community Outreach, Wellness, Therapists, Social Services, Life Transitions, Nonprofits, Hypnotherapy, Mindfulness, CBT, Group Therapy, Clinical Supervision, Stress Management, Motivational..., Case Managment, Interventions, Crisis Intervention, Case Management, Psychological Assessment, Program Development, Trauma specialist,..., Recovery from Spousal..., Advanced, Energy Deregulation, Communication Skills, Holistic Life Coaching, Meditation, Mindfulness Based..., Google Groups
Education
Bryn Mawr College 1990 — 1993
Grad. School of Social Work, Clinical Social Work
Rutgers, The State University of New Jersey-New Brunswick 1967 — 1983
BS, Business
Hutch Kids October 2012 - July 2013
Wasatch Mental Health October 2011 - June 2012
Wachovia Bank February 2011 - July 2011
Brigham Young University April 2009 - December 2010
Education
Brigham Young University 2009 — 2012
Bachelor of Science (B.S.), Family Life: Family Studies, 3.43
TD Bank Group March 2012 - Present
Ameris Bank (Formerly One Georgia Bank) July 2011 - March 2012
One Georgia Bank July 2010 - July 2011
Wachovia Bank December 2006 - November 2009
Wachovia Bank June 2005 - December 2006
Fifth Third Bank May 2004 - August 2004
TEKsystems November 2000 - July 2003
Skills
Financial Modeling, Financial Analysis
Education
Penn State University 2003 — 2005
MBA, Finance
Bucknell University 1996 — 2000
BSBA, Business Management
United Capital Financial Advisers, LLC August 2008 - Present
Wachovia Bank 2006 - 2008
Wachovia Securities Financial Network 2006 - 2008
American General Finance January 2000 - March 2006
Skills
Retirement Planning, Finance, Wealth Management, Retirement, 401k, Asset Allocation, Financial Advisory, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Strategic Financial..., Wealth, Investment Strategies, Series 7, Financial Planning
Education
Radford University 2001 — 2003
MBA, Business
Bridgewater College 1996 — 2000
BS, Psychology
Pandora August 2015 - Present
Monitise (formerly Clairmail Mobile Solutions) March 2011 - July 2015
CDI IT Solutions for Wells Fargo March 2009 - March 2011
Wachovia Bank 2007 - 2008
World Savings 2006 - 2006
World Savings 2003 - 2006
World Savings 2001 - 2003
Accordus / MedChannel 2000 - 2001
HealthPro Solutions 1999 - 2000
Triplex Direct Marketing Corp 1996 - 1998
Skills
Basecamp, Web Services, APIs, Middleware, Black Box Testing, Mobile Testing, Test Planning, Software Quality..., SDLC, Agile Methodologies, Quality Center, Regression Testing, QTP, Test Cases, Ant, Scrum, REST, Requirements Analysis, Quality Assurance
Education
University of Utah 1994 — 1996
MS, Exercise & Sport Science
California State University-Chico 1989 — 1994
BA, Psychology, Exercise Physiology
SAFE Credit Union September 2012 - Present
Chase Investment Services, Corp May 2012 - September 2012
NYLIFE Securities, LLC January 2012 - May 2012
Wells Fargo Advisors May 2009 - January 2012
Wachovia Bank March 2008 - May 2009
Washington Mutual Bank/Chase Bank May 2004 - March 2008
US Bank October 1999 - March 2008
Skills
Social Skills, Finance, Banking, Retirement Planning, Insurance, IRA's, Retirement, Mutual Funds, Annuities, Term Life Insurance, Retirement Income..., Savings, Business Planning, Customer Service, Coaching, Customer Relations, Credit, Loans, Problem Solving, Mentoring, Strategic Planning, Small Business, Bi-lingual, Communications, Inter-personal, Notary Public, Fixed Annuities, Mortgage Lending, Communication
Education
CSU Sacramento 2010 — 2010
CSU Stanislaus 1998 — 1999
BBVA Compass December 2013 - Present
Union Bank August 2010 - November 2013
Wachovia Bank May 2007 - September 2009
Comerica Bank August 2005 - May 2007
Comerica Bank August 2000 - August 2005
Mellon Business Credit April 1994 - August 2000
Union Bank of California January 1985 - August 1994
Skills
Corporate Finance, Business Strategy, New Business Development, Sales Management, International Business, Commercial Banking, Loans, Asset Based Lending, Executive Management, Relationship Management, Credit, Retail Banking, Treasury Management, Business Development, Team Leadership, Banking, Investments, Start-ups, Financial Services, Strategy, Risk Management, Underwriting, Commercial Lending, Leadership, Middle Market, Portfolio Management, Small Business Lending, Credit Analysis
Education
California State University-Sacramento
MBA-Finance, Finance & Economics
California State University-Sacramento
BS, Finance and Economics
University of Washington 1991 — 1993
PCBS Certification, Bank Management
Københavns Universitet 1984 — 1985
1-year International Business Program
Jax Federal Credit Union February 2007 - Present
EverBank June 2002 - June 2006
Wachovia Bank June 1982 - September 1994
Education
Walden University 2010 — 2013
Accounting - currently seeking B.S. degree
Broward College 1980 — 1982
AA, Business and Accounting
Comerica Bank July 2014 - Present
US Bank October 2013 - June 2014
LL Merchant Solutions May 2013 - September 2013
JPMorgan Chase January 2007 - May 2013
JPMorgan Chase January 2007 - May 2013
JPMorgan Chase June 1992 - May 2013
WASHINGTON MUTUAL BANK January 1988 - January 2009
Wachovia Bank January 2006 - January 2007
Washington Mutual Bank January 1988 - January 2006
Great Western Bank 1990 - 1996
Skills
Banking, Leadership, Management, Loans, Financial Services, Mortgage Lending, Finance, Mergers & Acquisitions, Insurance, Performance Management, Retail Banking, Human Resources, Customer Service, Competitive Analysis, Credit, Risk Management, Loan Origination, Credit Analysis, Mortgage Banking, Commercial Banking, Portfolio Management, Relationship Management, Financial Analysis
Education
California State University-Long Beach 1992 — 1997
Bachelors Of Science, Business Administration; Finance
California State University-Long Beach 1992 — 1997
Bachelor of Science (BS), Business AdministrationFinance
California State University-Long Beach - College of Business Administration 1984 — 1997
Bachelors of Science, Business Finance
Alumni California State Long Beach
California State University
Bachelor of Science, Business Administration and Finance
BOCM Appraisal Management Company April 2010 - Present
JB Appraisals October 2008 - March 2010
Wachovia World Savings September 1991 - October 2008
World Savings September 1992 - September 2008
Wachovia Mortgage 1991 - 2008
Wachovia Bank 1991 - 2008
World Savings Bank 1991 - 2008
Wachovia 1991 - 2008
Skills
Real Estate, Valuation, Property, Appraisals, Residential Homes, Single Family Homes
Education
California State University-Hayward - School of Business and Economics 1982 — 1988
Business Administration, Management
Health Net Health Plan of Oregon August 2011 - Present
Bureau of Land Management September 2009 - July 2011
Wachovia Bank August 2003 - October 2008
World Savings November 1999 - July 2003
World Savings November 1997 - November 1999
Optimization Marketing January 1996 - November 1997
Primerica Financial Services February 1995 - January 1996
US Navy May 1987 - February 1995
Skills
Financial Modeling, Strategic Planning, Leadership, Cost Benefit, Business Development, Logistics, Financial Analysis, Valuation, Forecasting, Loans, Banking, Credit, Mortgage Lending, Risk Management, Underwriting, Finance
Education
California State University-East Bay 1998 — 2001
MBA, Accounting
Miami University 1983 — 1987
BS, Mathematics & Statistics
Maris Lighting April 2009 - Present
Jason Campbell DDS, Inc July 2007 - January 2009
Wachovia Bank April 2004 - July 2007
Smith Barney September 2001 - April 2004
Smith Barney February 2000 - August 2001
Education
West Virginia University
BS Business Finance
Brigham Young University - Idaho 1991 — 1995
General Studies
DeVry University January 2009 - Present
K & S Enterainment November 2007 - August 2009
Metrocities Mortgage October 2006 - November 2007
HomeBanc Mortgage 2004 - 2006
Wachovia Bank September 1992 - July 1998
Architecture Moderne 1987 - 1991
Education
DeVry University 2009 — 2010
Tech Mgmt in Accounting
Broward Community College 1980 — 1983
Music/Computer Information Systems
Woodruff Junior High School
Union Bank November 2011 - Present
J.P. Morgan Chase November 2009 - November 2011
Doheny Appraisal November 2008 - November 2009
Downey Savings February 2007 - November 2008
Wachovia Bank May 1993 - February 2007
Education
California State University-Fullerton 1987 — 1993
BA, Business Administration - Finance
Sciton August 2008 - Present
Wachovia Bank June 2008 - August 2008
Wachovia Bank February 2008 - May 2008
World Savings February 2002 - August 2007
Solectron Corporation September 2000 - September 2001
Force Computers May 1997 - September 2000
Bank of America July 1995 - May 1997
Skills
Purchasing, Spend Management, Customer Service, Negotiation, Procurement, Budgets, Microsoft Office, Pricing, Account Management, Cross-functional Team..., Forecasting, MRP, Product Development, Contract Negotiation, Management, Analysis
Education
California State University-East Bay 1988 — 1993
B.S., Business
Q2ebanking 2012 - Present
Wells Fargo Bank/Wachovia Bank June 2009 - January 2012
Wachovia Bank October 2005 - June 2009
Bank of America February 2002 - October 2005
Skills
Banking, Sales, Marketing Strategy, Strategy, Coaching, Team Management, Mortgage Lending, Loans, Finance, Investments, Credit, Business Development, Relationship Management, Process Improvement, Financial Services, Risk Management
Education
California State University-Long Beach 1998 — 2001
Bachelor of Arts, Communication Studies
Chapman University September 2010 - March 2014
BP October 2009 - June 2010
Wachovia Bank July 2007 - March 2008
World Savings August 2006 - July 2007
Chase Home Finance April 2004 - August 2006
Skills
Event Planning, Administration, Budgeting, Microsoft Office, Customer Service, System Administration, Management, Budgets, Fundraising, Nonprofits, Leadership, Event Management, Research, Training, Public Speaking, Time Management, Community Outreach, Social Networking, Social Media, Staff Development, Editing, Volunteer Management, Higher Education, Organizational...
Education
Chapman University 2011 — 2015
Master of Arts (M.A.), Leadership Development
California State University-Fullerton 1996 — 2003
BA, Communications with an emphasis in Radio TV and Film, American Studies
Ruben S. Ayala High School
Diploma
Insurance Company August 2010 - October 2014
Omni Insurance September 2007 - July 2010
Verizon Wireless October 2006 - September 2007
Wachovia Bank February 2004 - October 2006
Skills
Insurance, Property & Casualty..., Claim, Call Center, General Insurance, Customer Service, Liability, Process Improvement, Access, Analysis, Microsoft Excel, Outlook, Customer Retention, Property Damage, Claims Management, Casualty Insurance
Education
Florida State Univeristy 2001 — 2003
Bachelor of Science (B.S.), Marketing
Broward Community College 1999 — 2001
Associate of Arts (A.A.), Business Administration and Management, General
Wells Fargo Bank March 2012 - December 2012
Wachovia Bank 2007 - March 2012
Wachovia Bank January 2005 - January 2007
JPMorgan Chase June 2003 - January 2005
BBVA Compass March 2002 - June 2003
American Express Financial Advisors May 2000 - February 2002
US Army January 1997 - May 2000
US Army 1995 - 1997
Skills
Training Delivery, Training Facilitation, Leadership Development, Employee Engagement, Employee Training, Coaching, Executive Coaching, Instructor-led Training
Education
Brenau University 2007 — 2009
Master of Business Administration (M.B.A.)
Brenau University 2003 — 2007
Bachelor of Business Administration (B.B.A.)
Rakuten Group Buy.com December 2012 - Present
Triad Radio Artists January 2006 - Present
MOGL August 2011 - October 2012
Realtor.com February 2010 - August 2011
B.A.C December 2008 - February 2010
Bank of America Corporate Center December 2008 - February 2010
Wachovia Bank January 2007 - December 2008
World Savings Bank March 2005 - January 2007
SS inc January 1986 - January 2007
Education
California State University-Northridge 1990 — 1994
westlake high school
Citi June 2012 - Present
Wells Fargo Bank July 2009 - June 2012
Sun National Bank 2008 - 2009
Continental Bank 2006 - 2008
Wachovia Bank July 2004 - November 2006
wachovia bank 2004 - 2006
Skills
Finance, Commercial Banking, Credit Analysis, Credit, Loans, Commercial Lending, Portfolio Management, Small Business, Mortgage Lending, Banking, Commercial Real Estate, Loan Origination, Underwriting, Management
Education
Villanova 1989 — 2004
Bucks County Community College 1989 — 1993
La Salle University 1989 — 1991
Council Rock 1985 — 1989
American River Bank July 2011 - Present
Wells Fargo April 2010 - June 2011
Wachovia Bank 2009 - 2010
Bank of America 2001 - 2007
Education
CSU Sacramento 2002 — 2004
BUSINESS, MARKETING
Dallas Polo Club April 2012 - Present
JP Morgan Chase Bank/WAMU May 2008 - December 2009
Vision Bank Texas February 2008 - May 2008
Wachovia Bank December 2005 - February 2008
Wachovia, A Wells Fargo Company 2005 - 2007
Aflac January 2005 - December 2005
Wells Fargo Bank December 2002 - December 2004
Skills
Credit, Loans, Small Business Lending, Banking, Commercial Banking, Commercial Lending, Sales, Investments, Mortgage Lending, Finance, Portfolio Management, Retail Banking, Insurance, Lines Of Credit, Credit Analysis, Consumer Lending
Education
California State University-Fullerton 2001 — 2004
Bachelors, Business Admin
Collin County Community College
Associate of Liberal Arts, Business Administration
Purple Communications, Inc October 2009 - Present
Galvanize Marketing September 2008 - October 2009
Wachovia Bank July 2006 - October 2008
The Golden 1 Credit Union April 2002 - June 2006
Big Brothers Big Sisters 2004 - 2006
State Water Resources Control Board December 2000 - April 2002
Borders July 1995 - July 2000
Town Center Book Gallery 1993 - July 1995
Skills
Marketing Communications, Marketing Strategy, Advertising, Budgeting, Media Relations, Sponsorship, Strategic Planning, Coaching, Sales Support, Social Networking, Writing, Direct Mail, Marketing Management, Product Marketing, Business Planning, Public Relations, Online Marketing, Email Marketing, Strategic Partnerships, Social Media Marketing, PowerPoint, B2B, Product Management, Social Media, Direct Marketing, Event Planning, Public Speaking, Promotions, Digital Marketing, Copywriting, New Business Development, Integrated Marketing, Segmentation, Newsletters
Education
California State University-Sacramento
BA, Communications, Public Relations and Organizational Behavior and Environment
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors LLC January 2013 - June 2014
Wells Fargo May 2009 - February 2013
Wells Fargo September 2007 - May 2009
Wachovia Bank June 2005 - September 2007
Education
Broward College 1989 — 1991
Business Administration
LPL Financial August 2013 - Present
MetLife December 2009 - August 2013
WACHOVIA BANK September 2008 - October 2009
BANK OF AMERICA January 2004 - August 2008
Bank of America January 2001 - January 2004
Bank of America January 2000 - January 2001
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2006
Bachelor of Science in Business, Finance
California State University-Fresno 1996 — 2000
(Transferred to Cal State Fullerton), Business Management and Finance
Jersey College - School of Nursing May 2013 - Present
Jersey College, School of Nursing May 1913 - Present
Farlie, Turner & Co. March 2011 - April 2013
Ferrari Textiles Corporation March 2010 - September 2010
Wachovia Bank August 2009 - March 2010
Neighbors Moving & Storage of South Florida June 2007 - June 2008
Knibloe Gift Corner August 1999 - April 2007
Mission Critical Software September 1984 - July 1999
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Outlook, Act Database, QuickBooks, Forecasting, Finance, Accounts Payable, Databases, Team Building, Time Management, Banking, Financial Analysis, Analysis, Budgets, Payroll, Commercial Lending, Management, Strategic Planning, Corporate Finance, Loans, Financial Modeling, Small Business Lending
Education
Broward Community College
Jackson Community College
Associate's degree, Business Administration and Management, General
DMS Valuation Services 2012 - Present
LSI, a Division of Lender Processing Services 2011 - 2012
TriMavin Appraisal Management Company 2009 - 2011
Wachovia Bank 1986 - 2009
Wachovia Bank 2006 - 2007
World Savings 1986 - 2006
World Savings 2004 - 2005
Skills
Data Analysis, Workshop Facilitation, Problem Solvng, Strategic Planning, Valuation Management, Team Building, Appraisals, Underwriting, Valuation, Management, Training, Customer Service, Coaching, Loss Mitigation, Process Improvement, Vendor Management, Strategy, Recruiting, Cross-functional Team..., Team Leadership, Budgets, Loans
Education
California State University-Long Beach - College of Business Administration
MBA, Business Administration
University of California, Los Angeles
Bachelor of Arts, Sociology
Wells Fargo Bank September 2014 - Present
Wells Fargo September 2013 - September 2014
Wells Fargo Bank September 2010 - September 2013
Wachovia Bank September 2009 - September 2010
General Nutrition Center December 2006 - May 2009
Skills
Customer Service
Education
California State University-Chico 2006 — 2011
Bachelor of Business Administration (B.B.A.), Business Management, Project Management
California State University-Chico
In the process of a Bachelor of Science, Project Management
Rodan and Fields March 2015 - Present
FunMobility September 2011 - December 2014
Macy's 2008 - November 2012
Wachovia Bank October 2006 - January 2008
World Savings May 2004 - October 2006
World Savings October 2000 - May 2004
Combio January 2000 - October 2000
World Savings May 1995 - January 2000
Union Bank of California January 1994 - May 1995
Union Bank of California May 1993 - January 1994
Skills
Project Portfolio..., Testing, Business Analysis, SDLC, Requirements Analysis, Software Development, Program Management, Project Management, IT Infrastructure..., Integration, Management, Risk Management, Process Improvement, Cross-functional Team..., Budgets, Leadership, Strategy, Operations Management, Quality Assurance, Process Simulation, Business Process, Vendor Management, Strategic Planning, Security, Project Planning, CRM, Analysis, Start-ups, Software Documentation, ERP, Business Intelligence, Visio, Agile Methodologies, Product Management, Cloud Computing, Team Leadership, Analytics, E-commerce, Business Process..., Team Building, IT Management, Software Project..., Enterprise Software, Human Resources, PMP, Forecasting, SaaS, Executive Management, Mobile Devices
Education
California State University-East Bay 1979 — 1986
BS, Accounting
Wachovia, A Wells Fargo Company June 2010 - June 2014
Wachovia Bank June 2007 - January 2010
Wachovia Bank 1999 - April 2007
Central Fidelity Bank 1996 - 1999
GVA Advantis 1993 - 1996
Skills
New Business Development, Real Estate, Finance, Sellers, Investments, Loans, Commercial Lending, Cold Calling, Wealth Management, Banking, Series 7, Mortgage Lending, Credit
Education
Virginia Commonwealth University - School of Business 1989 — 1993
BS, Business, Real Estate and Urban Development
Bridgewater College 1988 — 1989
Saint Gertrude High School 1984 — 1988
Protective Life March 2012 - Present
BBVA Compass February 2009 - July 2011
Wachovia Bank 2006 - 2009
Bank of America 2001 - 2006
The Coca-Cola Company May 1994 - March 2001
Skills
Strategic Planning, Marketing Communications, Social Media Marketing, Customer Analytics, Digital Marketing, Marketing Strategy, Segmentation, Social Media, Customer Acquisition, Customer Analysis, Integrated Marketing, Retail, Analytics, Brand Management, Marketing, Market Research, Management, Direct Marketing, Marketing Management, Product Marketing, E-commerce, Budgets, Business Development, Market Planning, Business Strategy, Financial Services, Strategy, Competitive Analysis, Advertising, Product Development, Sales, Mergers & Acquisitions, Leadership, Customer Experience, CRM, Strategic Partnerships, Selling
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance and Marketing
Bucknell University 1985 — 1989
BSBA, Management
Closing Specialists January 2011 - Present
Nextfortune Real-Estate Ventures, LLC. January 2010 - Present
United BMW of Roswell Georgia October 2008 - December 2009
Bank of America / Countrywide Mortgage May 2008 - October 2008
Wachovia Bank January 2007 - May 2008
Metrocities Mortgage November 2005 - January 2007
Bankers Mortgage Trust July 2004 - November 2005
GreenPoint Bank July 2002 - July 2004
Fort Lauderdale Harley Davidson July 1996 - June 2002
Fort Lauderdale Imports / BMW February 1992 - July 1996
Skills
Sales Management, Mortgage Lending, Start-ups, Strategic Planning, Real Estate, Training, Finance, Mortgage Banking, Coaching, Loan Origination, Public Speaking, New Business Development, Automotive
Education
University of Florida 1981 — 1984
BA, Finance
Broward College 1980 — 1981
1 year, Emergency Medical Tech, Paramedic, Firefighter
Allied Vision October 2014 - Present
IFM Efector May 2007 - September 2014
ICI Paints April 2005 - March 2007
Wachovia Bank March 2003 - April 2005
Reichhold Chemicals Inc January 1994 - March 2003
Skills
Bilingual-Spanish, Innovative Problem..., Relationship Cultivation, Team Leadership, Sales, Sales Management, Key Account Management, New Business Development, Industrial Control, Customer Service, Leadership, Bilingual, Account Management, CRM, Sales Process, Negotiation, Supply Chain Management, Automation, Manufacturing, Direct Sales, Purchasing, Sales Engineering, Contract Negotiation, International Sales, Management, Solution Selling, Motion Control, Team Building, B2B, Product Management, Product Marketing, Sales Operations, Business Development, Process Automation, Engineering, Sensors, Relationship Building
Education
Cabrini College 1986 — 1990
Human Resources Management, Business Administration
Cabrini College 1986 — 1990
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
JP Morgan Chase March 2010 - Present
Wells Fargo Trade Bank April 2009 - March 2010
Wachovia Bank August 2007 - April 2009
Citigroup 1993 - 2003
Skills
Relationship banking, International Business, Treasury Management, Sales, Customer Service, Banking
Education
California State University-Long Beach 1987 — 1990
Bachelor of Science, Business Administration - Finance
Employment Development Department (via M Corp) April 2014 - Present
Blue Shield of California, NeighborWorks Sacramento (via Blackstone Technology Group & Premier ITS) February 2013 - May 2013
FI$Cal Project (Via Blackstone Technology Group) October 2012 - February 2013
Intuitive Surgical May 2010 - August 2012
Intuitive Surgical May 2008 - August 2010
Wachovia Bank May 2007 - July 2008
World Savings October 2006 - April 2007
World Savings February 2006 - October 2006
World Savings July 2005 - February 2006
Best Buy August 2003 - June 2005
Skills
Training, Leadership, CRM, Human Resources, Project Management, Sales, Cross-functional Team..., Leadership Development, Project Planning, Program Management, Vendor Management, Team Building, Organizational..., Strategy, Project Coordination, Schedules, Microsoft Office, Recruiting, Talent Acquisition, Projects, Data Analysis, Cost Benefit, Database Admin, Mergers, Annual Reviews, Staff Development, Onboarding, Applicant Tracking..., Management, Consulting, Process Improvement, Customer Service
Education
California State University-Chico 2001 — 2005
Bachelor of Science, Business Administration, Option: Management
Los Gatos High School
Bank of the West July 2011 - Present
National Notary Association April 2011 - Present
Wells Fargo Bank April 2010 - July 2011
Wachovia Bank October 2007 - April 2010
Skills
Credit, Sales, Banking, Customer Service, Financial Services, Retail Banking, Consumer Lending, Small Business Lending
Education
Graduate School of Education, CSUC 2005 — 2006
Mulitcultural and Bilingual Education
California State University-Chico 2002 — 2005
Bachelor of Arts, Liberal Studies with BCLAD Emphasis
CrossFit
Certification Level 1, Health and Physical Education/Fitness
Zions First National Bank March 2009 - Present
Wachovia Bank April 2007 - July 2008
JP Morgan December 1995 - December 2006
JPMorgan Chase 1995 - 2006
JPMC 1995 - 2006
Bank of Tokyo-Mitsubishi 1991 - 1995
Utah Army Nationial Guard 1986 - 1991
Education
University of California, Irvine - The Paul Merage School of Business 1997 — 2000
MBA, Real Estate
Brigham Young University 1988 — 1991
BA, International Relations
Hillcrest High School
Bank of the Sierra March 2015 - Present
Chase March 2010 - March 2015
Wachovia Bank May 2008 - February 2009
Wells Fargo January 2005 - April 2008
Skills
Customer Service, Coaching, Result Oriented, Diligent, Goal-driven leader, Team Management, Time Management, Problem Solving, Multi Tasking, Multilingual, High Achiever, Outcome focused, Highly motivated..., Commercial Lending, Credit, Loans, Mortgage Lending, Banking, Lines Of Credit, Portfolio Management, Credit Analysis, Cross Selling, Financial Analysis, Loan Origination, Finance, Small Business Lending
Education
California State University-Northridge 2007 — 2009
Bachelor of Science (BS), Finance, General
Bodine Tool & Machine Company, Inc. December 2010 - October 2014
Comcast June 2008 - September 2010
Executive Cellular Phones May 2007 - June 2008
Wachovia Bank May 2005 - May 2007
Medford Care Center January 2007 - April 2007
GMR Marketing, Inc October 2005 - December 2006
Raymour & Flanigan Furniture Company October 2004 - March 2005
Camden County Resource Center June 1992 - April 2003
Frances C. Verna, CPA January 1986 - January 1992
Skills
Customer Service, Training, Accounts Receivable, Payroll, Management, Sales, Time Management, Human Resources, Purchasing, Microsoft Office, Microsoft Excel, Invoicing, Bookkeeping, Employee Benefits, Team Building, Program Management, Accounting, Budgets
Education
Camden County College 2013 — 2015
Our Lady of Lourdes School of Nursing
Camden County College 2002 — 2004
AA.MNS, Math/Science
Rutgers University – Camden 1990 — 1992
Pre-Engineering
Collingswood High School 1986 — 1990
High School Diploma, College Prep
Aspire Lending January 2014 - Present
Home Source Mortgage 2011 - January 2014
Caliber Funding 2010 - 2011
Wells Fargo Home Mortgage March 2009 - August 2010
Wachovia Bank 2007 - 2009
World Savings January 2000 - 2007
Skills
Loans, Mortgage, Rates, Mortgage Banking, Credit, Referrals, FHA, VA, Mortgage Lending, Refinance, Conventional, Residential, Purchase, USDA, First Time Home Buyers, Mortgage Industry, Residential Homes, Residential Mortgages, Banking, Loan Origination, Management, Customer Service, FHA financing, Reverse Mortgages, VA loans, Construction Loans, Mortgage Marketing, Government Loans, Mortgage Underwriting, Home Equity Loans, Certified Mortgage...
Education
Brigham Young University - Idaho 1996 — 1999
The University of Texas at San Antonio
Niagara Bottling January 2014 - Present
Niagara Bottling January 2010 - December 2013
California State University, San Bernardino November 2008 - December 2009
Xerox Image Source January 2008 - November 2008
Wachovia Bank September 2007 - December 2007
World Savings Bank March 2005 - August 2007
Orange Coast College January 2004 - June 2005
United States Air Force April 1999 - January 2004
Skills
Account Management, Analysis, Banking, Budgets, CRM, Competitive Analysis, Contract Negotiation, Corporate Finance, Customer Service, Finance, Leadership, Marketing Strategy, Sales, Sales Management
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (MBA), Accounting
California State University-San Bernardino - College of Business and Public Administration 2008 — 2009
BA, Finance
Orange Coast College 2004 — 2006
AA, Business
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company November 2012 - November 2014
Liberty Mutual Insurance February 2009 - April 2012
Wachovia Bank 2006 - 2009
Community Financial Mortgage January 2001 - September 2006
Skills
Recruiting, Public Speaking, New Business Development, Marketing, Management, Sales, Sales Management, Securities, Strategic Financial..., Team Building, Training, Life Insurance, Leadership Development, Financial Services, Finance, Coaching, Budgets
Education
The University of Georgia
Master's degree, Industrial and Organizational Psychology
Argosy University Atlanta
Bachelor's degree, Psychology
Cambridge College
Lawrence High School
Second Harvest Food Bank of San Joaquin and Stanislaus Counties May 2012 - Present
World Savings Bank June 2003 - May 2012
Wells Fargo Bank June 2003 - May 2012
Wachovia Bank October 2004 - April 2010
World Savings Bank June 2004 - October 2007
Skills
High level customer..., Excellent Communication..., Event Management, Operations Management, Social Networking, Social Skills, Social Media Marketing, Writing, Marketing, Customer Service, Management, Sales Operations, Press Releases, Interviews, Time Management, Sales, Event Planning, Leadership, Team Building, Public Speaking, Fundraising, Facebook, Strategic Planning, Cold Calling, Team Leadership, Nonprofits
Education
CSU Stanislaus 1998 — 2003
Bachelor of Arts (B.A.), Organizational Communication, General
California State University-Stanislaus 1998 — 2003
Bachelor of Arts, Organizational Communications
B/E Aerospace January 2015 - Present
B/E Aerospace May 2014 - August 2014
USDA October 2013 - December 2013
United States Marine Corps August 2008 - August 2012
Wachovia Bank May 2007 - June 2008
Skills
Military Logistics, Supply Chain Management, Leadership, Military, Management, Military Experience, Operations Management, Military Training, Supply Chain..., Customer Service, Supervisory Skills, Close Attention to..., Government Procurement, Military Operations, Sales, Microsoft Excel, Perfect Attendance, Account Management, Microsoft Office, Employee Training, Inventory Management, Requisition Management, Cash Handling Experience, Account Reconciliation, Budget Monitoring, Information Assurance, MRO Management, ERP, JD Edwards, Atlas, MRP, Analysis, Strategy, Logistics, Supply Chain, Procurement
Education
Broward Community College 2013 — 2014
Bachelor's Degree, Supply Chain Management, Summa cum laude
Miami Dade College 2012 — 2013
Associate of Arts (A.A.), Business Administration and Management, General
Caldwell County Schools April 2012 - Present
Caldwell County Schools October 1992 - April 2012
Wachovia Bank May 1983 - March 1992
Skills
Substitute Teaching,..., Event Planning, Teaching, Social Media
Education
Granite Falls High School 1962 — 1967
Caldwell Community College and Technical Institute
Banking, Business, Public Relations
Bishop Mora Salesian High School July 2014 - Present
California Baptist University May 2013 - May 2015
Altura Credit Union 2012 - 2013
Western Federal Credit Union 2008 - 2009
Wachovia Bank 2007 - 2008
Wells Fargo October 1999 - April 2007
Skills
Experienced Manager, Learning and Development, •Business Development,..., Payroll, Human Resources for..., •Health Science..., •..., •Health Science..., •Health Promotion and..., •Leadership,..., Banking, Finance, Management, Loans, Sales, Risk Management, Leadership, Business Development, CRM, Recruiting, Budgets, Team Building, Human Resources, Credit, Customer Service, Microsoft Office, Coaching, Training, Financial Services, Nonprofits
Education
California Baptist University 2013 — 2015
Master's Degree, Business Administration and Management, General
California State University-Fullerton
Bachelor of Science (B.S.), Health Services/Allied Health/Health Sciences, General
Commonwealth Financial Network May 2011 - Present
Wells Fargo Advisors January 2010 - May 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) May 2009 - January 2010
Wachovia Bank July 2006 - May 2009
Skills
Series 7, Retirement Planning, Retirement, Financial Advisory, Series 24, Series 63, Mutual Funds, Wealth Management, Investments, 401k, FINRA, Securities, Financial Services, Series 6, Customer Service
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelors of Science, Economics with concentration in Management
California Polytechnic State University-San Luis Obispo
Wells Fargo December 1986 - Present
Wachovia Bank January 2001 - November 2008
Wachovia Bank 2001 - 2004
Wachovia Corporation 1988 - 2000
Skills
Coaching, Integrated Marketing, Management, Corporate Communications, Strategic Planning, Non-profits, Press Releases, Public Relations, Communication Training, Strategic Communications, Marketing Communications, Leadership, Media Relations, Nonprofits
Education
California State University-Northridge 1970 — 1972
B.A.
University of California, Los Angeles 1966 — 1968
Bachelor of Arts (BA)
Encore Payment Systems April 2012 - Present
Prodigy Payment Processing April 2012 - August 2014
Wal-Mart December 2008 - March 2012
Wachovia Bank 2005 - 2007
World Savings/Wachovia 2000 - 2007
World Savings/Wachovia 2000 - 2007
World Savings 2000 - 2007
Wachovia 2000 - 2007
HEB October 1998 - January 2001
Smith's Food & Drug October 1989 - October 1998
Skills
Loans, Securities, Business Requirements, Banking, Mortgage Lending, Microsoft Word, Underwriting, Credit, Refinance, Process Improvement, Credit Analysis, Loan Origination, Portfolio Management, Finance, Call Centers, Customer Service, Training, Strategic Financial..., Customer Satisfaction, Coaching, Insurance, Leadership, Fraud, Residential Mortgages, Cash Management, Investments, Real Estate, Business, Analysis, Retail, Retail Banking, Sales Management, Business Analysis, Financial Analysis, Relationship Management, Management, Team Building, Mortgage Banking, Due Diligence, Financial Modeling, Mergers & Acquisitions, Mortgage Underwriting, Sales, Commercial Lending, Customer Retention, Risk Management, Financial Services, Loss Mitigation, FHA, Financial Risk
Education
Idaho State University 1982 — 1987
Brigham Young University 1980 — 1982
LA County Public Health Department February 2012 - Present
Ventura County February 2011 - February 2012
Falafel Grill August 2009 - May 2011
Providence Medical Center January 2009 - August 2009
California State University, Northridge 2006 - 2009
Wachovia Bank October 2005 - January 2007
Skills
Public Health, Occupational Health, Auditing, Computer Hardware, Customer Service, Data Analysis, Emergency Management, Emergency Services, Environmental Awareness, Environmental Health, Epidemiology, HAZWOPER, Ergonomics, Hazardous Waste..., Hazardous Materials, Laboratory, Industrial Hygiene, Policy, Management, Program Management, Program Development, Public Speaking, Public Policy, Risk Assessment, Research, Science, Risk Management, Statistics, Team Leadership, Training, Water, Waste Management, Troubleshooting, Analysis, EHS, Environmental Compliance
Education
California State University-Northridge 2006 — 2009
BS
Colegio La Presentacion
Pacific Western Bank May 2010 - Present
Wachovia Bank April 2009 - May 2010
Caliber Accounting & Tax LLP January 2009 - April 2009
HSBC November 2005 - November 2008
Coast BMW Nissan February 1998 - February 2005
Skills
Finance, Business Development, Leadership, New Business Development, Credit, Customer Service, Banking, Sales, Loans, Financial Analysis, Insurance, Negotiation, Sales Management, Direct Sales, Real Estate, Management, Marketing
Education
California Polytechnic State University-San Luis Obispo 1994 — 2000
BS, Business Administration
Bank of America December 2012 - Present
MedAmerica July 2012 - November 2012
Wells Fargo October 2011 - March 2012
Wells Fargo March 2008 - December 2010
Wells Fargo November 2007 - February 2008
Supportsoft July 2007 - November 2007
Wachovia Bank September 2006 - May 2007
Safeway 2003 - 2006
Education
California State University-East Bay 2001 — 2003
Masters, Computer Science
Visvesvaraya Technological University 1995 — 1999
Indian Preparatory School
US Apparel Group August 2010 - Present
Art Institute of california June 2009 - December 2009
NOTICE fashion March 2009 - June 2009
Wachovia Bank May 2004 - December 2007
Skills
Technical Design, Product Development, Fittings, Illustrator, Excel, PowerPoint, Apparel, Fashion, Word, Photoshop, Microsoft Office, Draping, Adobe Creative Suite, InDesign, Fashion Design, Sewing, Outlook, Illustration, Fashion Illustration, Mac, Sketching, Teamwork, Fit, Textiles, Tech Packs
Education
California Institute of the Arts 2008 — 2011
bachelor of art, fashion
James Madison University 2003 — 2007
CNA, Health
N/A Licensed Personal Banker IIWells FargoJuly 2011 - May 2015
Wachovia Bank January 2003 - June 2011
First Union National Bank May 1995 - December 2002
First Union National Bank June 1992 - April 1995
First Union National Bank January 1989 - May 1992
Skills
Banking, Credit, Loans, Customer Service, Retail Banking, Mortgage Lending, Financial Analysis, Credit Analysis, Finance, Portfolio Management, Operations, Consumer Lending, Small Business Lending
Education
Broward College 1990 — 1994
Associate of Arts (AA)
Wachovia Bank August 2006 - Present
National City Bank 2004 - 2006
Bank One 2002 - 2004
US Bank 2001 - 2002
Transmerica Commercial Finance 1999 - 2001
Chase Manhattan Bank / The CIT Group 1996 - 1999
C.I.T. Group, Inc 1996 - 1999
Skills
Leadership, Financial Analysis, CRM, Sales, Management, New Business Development, Business Development, Account Management, Start-ups, Cross-functional Team..., B2B, Risk Management, Program Management, Process Improvement, Finance
Education
California State University-Sacramento 1985 — 1989
B.S.
City Year August 2013 - September 2014
PJR Consulting February 2012 - August 2013
Obama for America: Hispanics for Obama Florida August 2012 - November 2012
Miami Children's Hospital Foundation September 2010 - February 2012
Miami Dade College August 2010 - December 2010
PJR Consulting January 2009 - September 2010
Wachovia Bank February 2007 - October 2008
Wachovia Wealth Management June 2006 - February 2008
PNC Financial Services Group June 2002 - May 2006
Duane Morris LLP 1999 - 2002
Skills
Non-profits, Fundraising, Financial Planning, Policy, Licensing, Strategic Financial..., Community Outreach, Public Relations, Coaching, Public Speaking, Event Planning, Investments, Marketing, Strategic Planning, Leadership, Legal Research, Legal Writing, Litigation, Management, Nonprofits, Philanthropy, Community Development, Employee Training, Grant Writing, Grants, Program Development, Recruiting, Research, Training, Wealth Management, Spanish, Corporate Social..., Leadership Development, Strategic Partnerships, Volunteer Management, Strategy, Social Media
Education
Western New England College School of Law 1988 — 1991
JD, LAW
University of South Florida 1985 — 1988
BS, Marketing
University of South Florida - College of Business Administration 1985 — 1988
Bachelors of Science, Marketing
St. Brendan High School 1982 — 1984
H.S. Diploma, High School/Secondary Diplomas and Certificates
Antilles High School 1980 — 1984
H.S. Diploma, High School/Secondary Diplomas and Certificates
California State University-Long Beach
California State University-Long Beach
Ally Financial Inc. April 2011 - Present
GMAC-Rescap February 2008 - September 2008
Home Connects Lending Services April 2006 - February 2008
Home Connects Lending Services 2000 - 2008
Home Connects Lending Services October 2000 - April 2006
Wachovia June 1999 - August 2000
Wachovia Bank September 1988 - November 1998
Education
Bucks County Community College
Associates, Administrative Assistant and Secretarial Science, General
Computer Learning Center
Diploma, Information Technology
Golden State Ice Cream, Inc. January 2010 - Present
Bank of America September 2007 - February 2008
Wachovia Bank September 2003 - September 2007
Skills
Sales&Marketing, Wholesale, Ice Cream, Direct Store Delivery, Events, Consumer Lending, Loans, Credit, Banking, Commercial Lending, Retail Banking, Credit Analysis, Refinance, Deposits, Portfolio Management, Wealth Management, Financial Services, Small Business Lending, Risk Management, Lines Of Credit, Mortgage Banking, Branch Banking
Education
California State University-Long Beach - College of Business Administration 2001 — 2004
Bachelor of Science (B.S.), Business Finance
US Bank 2010 - Present
Citibank July 2009 - March 2010
Wachovia Bank December 2007 - March 2009
Wells Fargo Bank June 1988 - December 2007
Education
California State University, Fresno 1983 — 1988
BS, Business Administration
Wells Fargo January 2011 - Present
Wachovia Bank 2006 - Present
Phoenix Management Group December 2001 - June 2006
W H Smith Travel Retail October 2000 - December 2001
Starbucks Coffee Company 1997 - 2000
Host Marriott 1980 - 1990
Skills
Construction Management, Contract Negotiations, Vendor Management, Contract Management, Scheduling, Construction, Contract Negotiation, Team Building, Process Scheduler, Project Planning, Operations Management, Retail, Management, Facilities Management, Real Estate, Strategic Planning, Budgets, Property Management, Negotiation, Project Management
Education
California State University-East Bay
Business
roundCorner, April 2010 - Present
SMI2 February 2008 - April 2010
Wachovia Bank 2007 - 2009
OKERE 2005 - 2007
Siebel Systems 2000 - 2004
MOHR Development 1980 - 2000
Skills
Salesforce.com, Leadership, Executive Coaching, Strategy, CRM, Management Consulting, Account Management, Program Management, Cloud Computing, Management, Sales, Enterprise Software, Nonprofits, Non-profits, Consulting, SaaS, Business Strategy, Fundraising, Change Management, Strategic Planning
Education
Brown University 1972 — 1974
MA, American Civilization
Williams College 1967 — 1971
AB, History and Am Civ
InHarvest - Specialty Rice & Grain Company January 2012 - Present
KEY Personnel September 2010 - August 2011
Target January 2008 - February 2010
Wachovia Bank January 2005 - October 2007
Excel Communications, Inc. February 2001 - August 2004
Education
University of California, Davis
PHR, HR
University of California, Davis 2010 — 2012
Paralegal
California State University-Sacramento 2005 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Wells Fargo August 2000 - Present
Wachovia Bank July 1999 - August 2000
National City Bank June 1998 - July 1999
Education
Brigham Young University 1996 — 1998
Bachelor of Science (BS), Finance
Wells Fargo Bank January 2010 - Present
Wachovia Bank September 2007 - October 2008
Irwin Home Equity 1996 - 2007
Education
California State University-Chico
BS/BA, Finance/Economics
Wachovia Bank August 1991 - December 2007
CoreStates Bank September 1988 - October 1991
First Pennsylvania Bank August 1983 - August 1988
Skills
Employee Benefits, Defined Benefit, Investments, Human Resources, Portfolio Management, New Hire Orientations
Education
Bucks County Community College 1985 — 1987
Business
Fremont Bank July 2010 - Present
Quatrro Mortgage Solutions March 2010 - July 2010
Wachovia Bank 2008 - 2009
WACHOVIA CORPORATION (formerly WORLD SAVINGS) 2003 - 2007
Skills
Banking, Mortgage Banking, Credit, Customer Service, FHA, Loan Origination, Loss Mitigation, Credit Analysis, Refinance, Residential Mortgages, Underwriting, Mortgage Underwriting, Finance
Education
California State University-East Bay 1998 — 2003
Wachovia Bank 2003 - 2007
Development Dimensions International, Inc July 2000 - February 2003
Eat Drink & Be Merry Cafe & Catering January 1996 - April 1998
The Picnic People April 1990 - October 1995
Education
California State University-Hayward - School of Business and Economics 1998 — 2001
MBA
California State University-Hayward - School of Business and Economics
BS, Bus Admin, Marketing Option
Marriott International May 2014 - Present
Credit Suisse January 2012 - February 2014
Credit Suisse February 2010 - December 2011
Wells Fargo July 2007 - November 2009
Wachovia Bank June 2004 - June 2007
Education
Brigham Young University
Bachelor's Degree, BS - Economics
Brigham Young University
Bachelor's Degree, BA - Chinese
Wake Forest University - Babcock Graduate School of Management
Master of Business Administration (M.B.A.), International Finance
Rancho Financial Mortgage Center 1997 - Present
Anderson Appraisal Services March 1992 - Present
Wachovia Bank 1997 - 2007
World Savings 1996 - 2006
Valentine Construction 1988 - 1990
Skills
FHA, First Time Home Buyers, Refinance, Mortgage Lending, REO, Real Estate, Short Sales, Investment Properties, Foreclosures, Loans, Real Estate Financing, Real Estate Economics
Education
Cal Poly San Luis Obispo 1986 — 1990
BS, Civil Engineering
California Polytechnic State University-San Luis Obispo 1986 — 1990
BS, Civil Engineering
Milvi Laan Appraisals 2008 - Present
Wachovia Bank 2006 - 2008
Milvi Laan Appraisals 2003 - 2006
World Savings 1992 - 1998
Education
California State University-Northridge 1985 — 1989
Finance and Real Estate
Wachovia Bank June 2005 - Present
Levi Strauss & Co. September 1976 - December 2003
Education
California State University-Chico 1970 — 1973
Bachelr of Arts, History & Business
Pioneer Funding Group, LLC March 2010 - Present
LiveAce LLC June 2012 - January 2014
Creditor Liquidity, LP February 2009 - March 2009
Fortress Investment Group May 2007 - January 2009
Deutsche Bank Securities March 2005 - May 2007
CIBC World Markets August 2003 - February 2005
Arthur Andersen June 1998 - June 2001
Wachovia Bank August 1996 - June 1998
Skills
Investment Banking, Debt, Corporate Finance, Credit Analysis, Valuation, Loans, Investments, Leveraged Finance, Due Diligence, Financial Modeling, High Yield, Industry Analysis, Financial Analysis, Credit
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Bucknell University 1992 — 1996
BA, Political Science
Delbarton 1988 — 1992
Sallie Mae February 2010 - Present
Sallie Mae December 2003 - February 2010
Wachovia October 1999 - November 2003
Wachovia Bank December 1996 - September 1999
Wells Fargo April 1995 - December 1996
Wells Fargo Bank December 1992 - April 1995
Mount St. Mary's College January 1989 - December 1992
Skills
Leadership Development, Business Strategy, Strategic Planning, Team Building, Leadership, Sales Management, Change Management, Call Center, Process Improvement, Coaching, Customer Service, Account Management, Cross-functional Team..., Sales, Higher Education, Training, Business Development, Strategic Partnerships, Marketing, Strategy, Selling, Student Financial Aid, Sales Operations, New Business Development, Recruiting, Organizational..., Staff Development, Time Management, CRM, Management, Customer Retention, Program Management
Education
University of Colorado Boulder 1978 — 1983
B.A., Psychology
California State University-Northridge
MBA, Business
Wells Fargo Bank, Charlotte, NC 2009 - Present
Oakbrook Solutions Inc. May 2007 - Present
Wachovia Bank 1999 - 2008
iGATE Global Solutions 2004 - 2007
Symphoni Interactive/IMIS 1997 - 2007
Symphoni Interactive, LLC 1997 - 2007
IGATE Global Solutions, Symphoni Interactive, IMIS 1995 - 2007
Skills
Securities, Mergers, Business Analysis, Strategy, Capital Markets, Cash Management, Project Management, Operations Management, PMO, Financial Services, Business Process, Investments, Budgets, Business Process..., Business Process..., Mergers & Acquisitions, SDLC, Process Improvement, Banking, Finance, Program Management, Wealth Management, Risk Management, Vendor Management
Education
Bucknell University 1985 — 1987
Wells Fargo November 2009 - Present
Wachovia Bank April 2007 - July 2010
World Savings November 2004 - April 2007
World Savings February 2003 - November 2004
Education
California Polytechnic State University-San Luis Obispo 1995 — 2000
Bachelor of Science, Business Administration
Wells Fargo Bank October 2014 - Present
Wells Fargo Bank May 2014 - October 2014
Wells Fargo Bank October 2009 - May 2014
Wachovia Bank October 2006 - October 2009
Wells Fargo Bank November 2004 - October 2006
Wells Fargo February 2002 - November 2004
Clothestime / Eye Candy December 1998 - January 2002
Skills
College Recruiting, New Hire Orientations, Recruiting, Sourcing, Applicant Tracking..., Talent Acquisition, Human Resources, Public Speaking, Coaching, Retail Banking, Sales, Operations Management, Career Counseling, PeopleSoft, Interviews, Customer Experience, Onboarding, Full Life Cycle..., Team Leadership, Cross Selling, Financial Services, Management, Project Management, Resume Writing, Building Relationships, HR Consulting, Retail, Social Media, Store Management, Team Building, Peer Mentoring, Phone Screening
Education
California State University-Fullerton 1999 — 2005
BA, Business Marketing
Citizens Property Insurance June 2006 - Present
Citizens Property Insurance 2006 - Present
ATS Staffing 2006 - 2006
Bank of America 2005 - 2006
Wachovia Bank 1992 - 2005
Wachovia Corporation 2000 - 2004
IBM 1988 - 1991
Skills
Applicant Tracking..., Internet Recruiting, Talent Acquisition, Technical Recruiting, Recruiting, Employee Benefits, Employee Relations, Insurance, Temporary Placement, Human Resources, HRIS, Talent Management, College Recruiting, Onboarding, Performance Management, Vendor Management, PeopleSoft, Sourcing, Employee Engagement, Benefits Negotiation, Staffing Services, Recruiters, Taleo, Benefits Administration, Workforce Planning, Interviews, Management, Hiring, Workers Compensation, Employee Training, Succession Planning, Deferred Compensation, Training, New Hire Orientations, Personnel Management, Screening
Education
Bryant & Stratton College 1983 — 1985
AA, Computer Science
Vauxhall Secondary 1971 — 1976
Psychology
University of North Florida
Bachelor of Arts (B.A.), Psychology
University of North Florida
Bachelor of Arts (BA), Psychology
Wells Fargo October 2013 - Present
Wells Fargo Bank July 2010 - Present
Wachovia Bank July 2007 - July 2010
Citibank, N.A. November 2005 - July 2007
Fulton & Meyer 2000 - 2005
Skills
Credit, Small Business Lending, Financial Analysis, Banking, Business Development, Leadership, Loans, Finance, Due Diligence, Analysis, Recruiting, Management, Customer Service, Commercial Lending, Sales, Risk Management, Loan Origination, Portfolio Management, Mortgage Lending, Marketing Strategy, Commercial Mortgages
Education
California State University-Northridge 2000 — 2004
B.S., Business Administration with an emphasis in Finance and Marketing
SACU San Antonio Federal Credit Union July 2014 - Present
Wells Fargo January 2012 - July 2014
Wachovia Bank 2006 - 2008
World Savings Bank 2004 - 2005
World Savings Bank 2000 - 2004
World Savings Bank 1996 - 2000
World Savings Bank 1995 - 1996
World Savings Bank 1993 - 1995
World Savings Bank 1984 - 1993
Skills
Banking, Program Management, Leadership, Team Building, Analysis, Strategic Planning, Mortgage Lending, Loans, Credit, Mortgage Banking, Process Improvement, Retail Banking, Sales, Retail, Customer Service, Change Management, Leadership Development, Coaching
Education
California State University-Sacramento
Economics & Business Administration-Finance
Wachovia Bank April 2005 - October 2008
Skills
Underwriting
Education
California State University-Sacramento 2000 — 2002
Bank of America August 2010 - April 2015
Wachovia 2006 - 2008
Wachovia March 2005 - December 2006
Wachovia Bank 1999 - 2005
Skills
Underwriting, Management, Loans, Credit, Mortgage Lending, Sales, Training, Banking, Mortgage Banking, Credit Analysis, Loan Origination, Refinance, Risk Management, Residential Mortgages
Education
California State University-Northridge 1989 — 1991
B.S., Business Administration/Marketing
Softworld Inc April 2008 - Present
Wachovia Bank October 2007 - April 2008
World Savings Bank October 2006 - September 2007
Education
Brookdale Community College 2001 — 2003
Associates, Education/Business
Statefarm September 2013 - Present
David E. Rehe & Associates July 2011 - September 2011
Deloitte July 2011 - September 2011
February 2011 February 2011 - March 2011
Wachovia February 2001 - October 2008
Wachovia Bank 2007 - 2008
Wachovia 2002 - 2008
Skills
Loans, Mortgage Lending, Time Management, Training
Education
Brookdale Community College 2009 — 2010
Medical Billing and coding
Middletown High School North 1989 — 1993
High School/Secondary Diplomas and Certificates
Bureau Veritas North America, Inc. May 2010 - Present
Gemma Power Systems 2009 - 2010
World Savings Bank October 2005 - October 2008
wachovia mortgage 2005 - 2008
Lending Institution 2003 - 2008
Wachovia Bank 2003 - 2008
World Savings 2001 - 2005
Mervyns January 2002 - December 2002
Education
California State University-Chico 1999 — 2001
BS, Agribusiness & Marketing
T G Music Instruction August 2009 - Present
Rubio Painting AR Corp January 2008 - July 2009
J.M March 2006 - December 2008
Wachovia Bank January 2001 - January 2003
Skills
Music, Management, Sales, Email Marketing, Social Media, Guitar, Microsoft Office, Event Planning, Retail Banking
Education
Florida Atlantic University 2011 — 2014
Education
Broward College 2009 — 2011
Associate, Liberal Arts
2009- 2011: Broward College
Associates, Liberal Arts
BB&T October 2012 - Present
BankAtlantic May 2006 - November 2012
Wachovia Bank November 2004 - May 2006
SouthTrust Bank May 1998 - November 2004
Barnett Bank January 1994 - May 1998
Glendale Federal Bank January 1987 - November 1994
Education
Broward College 1988 — 1991
Associate, Business Management
MRE Consulting January 2014 - Present
Houston Dynamo 2007 - Present
BG Group January 2012 - June 2013
Wachovia Bank July 1986 - December 2010
Educaid 1986 - 2008
Skills
Active Directory, Microsoft Exchange, HPSM, Maximo, Visio, Business Analysis, Software Documentation, Access, Management, Disaster Recovery, Risk Management, Analysis
Education
California State University-Sacramento 1983 — 1986
Medical Lab Tech, Biology, Chemistry
Northgate Capital May 2011 - Present
Paul Capital Partners January 2009 - May 2011
Wachovia Bank October 2006 - June 2008
Golden West Financial Corporation April 2003 - October 2006
Golden West Financial Corporation April 1993 - April 2003
Golden West Financial Corporation June 1991 - April 1993
Golden West Financial Corporation June 1989 - June 1991
Golden West Financial Corporation December 1988 - June 1989
Visa March 1986 - December 1988
KPMG Peat Marwick September 1984 - March 1986
Skills
Auditing, GAAP, Accounting, Financial Analysis, Venture Capital, Sarbanes-Oxley Act, Financial Reporting, SEC filings, Finance, Management, Corporate Finance
Education
California Polytechnic State University-San Luis Obispo 1978 — 1982
BS, Business Administration, concentration Accounting
Wachovia Bank IT Process AnalystWachovia Education Finance1997 - Present
Wachovia, A Wells Fargo Company 1997 - Present
Wachovia 1997 - 2008
Skills
Banking, Process Improvement, Visio, Business Analysis, Change Management, SDLC
Education
California State University-Sacramento 1994 — 1996
BS, MIS
American River College 1990 — 1994
BS, Business
wachovia July 2009 - Present
Wachovia Bank 2007 - Present
Wells Fargo 2010 - 2011
World Savings February 1988 - May 2007
Skills
Commercial Banking
Education
California State University-Fullerton
Wells Fargo March 2013 - Present
Wells Fargo August 2010 - March 2013
Wells Fargo Bank August 2010 - March 2013
Wachovia Bank June 2006 - March 2013
Wachovia July 1994 - February 2013
Wachovia Bank 1993 - 1999
Chemical Bank January 1987 - October 1996
Chemical Bank June 1987 - October 1994
Skills
Business Analysis, Credit Cards, Teradata, Analysis, Banking, Data Warehousing, Databases, Credit, Loans, SDLC, Leadership, IT Management, Business Requirements, Management, Vendor Management
Education
New York Institute of Technology 1987 — 1989
BA, Business/Accounting
Briarcliffe College 1984 — 1986
AS, Business
Gaston Community College
Wachovia Bank July 2007 - August 2008
World Savings August 2003 - July 2007
Venturi Technology Partners February 2001 - July 2002
Education
Brigham Young University 1993 — 1998
Bachelors of Science, Management Information Systems
Wells Fargo May 2010 - Present
WACHOVIA BANK March 2008 - May 2010
Bank of America February 1999 - June 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English
Education
National University 2008 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
California State University, Fresno 2001 — 2007
Bachelor of Arts (B.A.), Communication, General
Canyon Ridge Services LLC 2009 - Present
Wachovia Bank March 2007 - November 2008
Washington Mutual 1991 - 2006
Skills
REO, Appraisals, FHA, Foreclosures, Condos, Single Family Homes
Education
California State University-Bakersfield 1973 — 1980
BA
Bank of America 2009 - Present
Patelco Credit Union 2000 - Present
WACHOVIA 1993 - Present
World Savings 1993 - Present
Patelco Credit Union March 2008 - November 2008
Wachovia Bank November 1998 - February 2008
Education
California State University-Hayward - School of Business and Economics 1995 — 2000
Business Adminstration
HEB July 2015 - Present
Bexar County July 2013 - July 2015
North Carolina Software Support INC December 2008 - March 2012
Wachovia Bank July 2006 - July 2008
World Savings April 1985 - July 2006
Skills
DB2, Disaster Recovery
Education
Cabrillo College 1973 — 1975
Marine Biology
Diablo Valley College 1971 — 1973
Oceanography
Bank of New York Mellon March 2006 - Present
Wachovia Bank August 2001 - March 2006
Education
Butler University 1982 — 2010
B.S., Business Administration
Indiana University - Kelley School of Business
MBA, Marketing
National Credit Union Administration (NCUA) July 2010 - Present
Wachovia Bank July 2007 - May 2009
ADT Security Services October 2006 - July 2007
Target Corporation September 2005 - September 2006
First Command Financial Planning May 2005 - September 2005
US Army Reserves May 1999 - May 2005
Skills
Risk Management, Budgets, Access, Management, Financial Analysis, Credit, Business Development, Strategic Planning, Analysis, Strategy, Forecasting, Finance, Marketing, Strategic Financial..., Leadership, Negotiation, Change Management, Banking, Business Strategy, Business Planning
Education
Saint Mary's College of California 2009 — 2010
Master, Business Administration
California State University-East Bay 2002 — 2005
•Bachelor of Science Degree, Business Administration
David's Appraisal Service Vice President Division Appraisal ManagerWachovia BankSeptember 2006 - December 2008
Wachovia Bank June 2002 - August 2006
Skills
Mortgage Lending, FHA, Appraisals, Loans, Real Estate
Education
California State University Stanislaus 1986 — 1991
Business Admin, Accounting
SFSI December 2013 - Present
Scientific Services and Consulting December 2009 - December 2012
Wachovia Bank May 2007 - May 2008
Service for Science and Industry February 2002 - April 2007
IBM Global Services October 1996 - November 2001
Skills
Visio, Strategy, Integration, Management, Project Management, PMO, Insurance, Recruiting, Human Resources
Education
Project Management Inst. 2006 — 2013
PMP, Project management
NYIT 1981 — 1984
Master of Science, Computer Science
Cairo University
Master of Science, Computer Science
University of Pennsylvania
Master of Science, Computer Science
Independence Blue Cross February 2012 - Present
Independence Blue Cross January 2011 - February 2012
Comcast Cable August 2009 - December 2010
Wachovia Bank December 2005 - December 2008
Wachovia Corporation January 2004 - March 2006
Wachovia Corporation April 2004 - December 2005
Wachovia Corporation 2005 - 2005
First Union National Bank 2002 - 2004
First Union National Bank 2001 - 2004
First Union National Bank 1999 - 2001
Skills
Business Process..., Business Analysis, Requirements Analysis, SDLC, Requirements Gathering, Business Process, Strategy, Software Documentation, Program Management, Scrum, Analysis, Databases, Management, Project Management
Education
Camden County College 1996 — 1999
AA in Applied Science, Business/Adm-Computer Studies
Seaside National Bank & Trust March 2008 - Present
RBC 2003 - 2008
Huntington National Bank 1998 - 2002
Huntington National Bank 1995 - 1998
Wachovia Bank 1989 - 1995
Skills
Portfolio Management, Loans, Credit, Wealth Management, Commercial Lending, Mortgage Lending, Banking, Credit Analysis, Private Banking, Customer Service, Commercial Banking, Risk Management, Small Business Lending, Retail Banking
Education
Florida State University - College of Business 1987 — 1989
Business Admin., Business Administration and Management, General
Brigham Yount University-Provo 1984 — 1987
Finance, Finance, General
St Johns River Community College 1980 — 1981
Citi June 2012 - Present
Wells Fargo Bank May 2009 - Present
Wachovia Bank August 2006 - May 2009
Citigroup June 1993 - August 2006
Wells Fargo Bank April 1990 - June 1993
Education
Pepperdine University 1994 — 1996
MBA
California State University-Long Beach 1986 — 1991
BS, Finance
Duke Energy Corporation June 2013 - Present
In Flight Crew Connections June 2010 - June 2013
Wachovia Bank January 2002 - March 2009
US Airways October 1999 - December 2001
Pinnacle Airlines May 1996 - October 1999
Skills
Piloting, Airlines, Flight Safety, Flights, Aviation, Operations Management, Airports, Charter, Microsoft Office, Commercial Aviation, Military, Aircraft, Flight Planning
Education
California State University-Sacramento 1990 — 1994
BS, Business Adminstration
JPMorgan Chase February 2012 - Present
JPMorgan Chase June 2009 - February 2012
Wachovia Bank 2007 - 2009
Wells Fargo 1991 - 2007
Education
California State University-Long Beach - College of Business Administration 1996 — 1998
MBA, Finance
San Diego State University-California State University 1989 — 1995
BA, Finance
The Walt Disney Company June 2012 - December 2012
Fannie October 2011 - May 2012
Capital One Auto Finance September 2009 - September 2011
WACHOVIA BANK July 2008 - May 2009
Honda Finance Services August 2006 - December 2007
Applied Card Systems August 2005 - July 2006
Skills
SAS/SQL, MS Office Suite, Financial Analysis, Business Objects, Income Statement, Credit Cards, Banking, SQL, Microsoft Excel, Access, SAS programming, SAS, Data Mining, Analytics, Strategic Financial..., Forecasting, Credit, Finance, Databases, Oracle, Business Intelligence, Financial Modeling, Account Reconciliation, SAS Programming, Microsoft Office
Education
Strayer University (VA) 2006 — 2008
MBA
Brigham Young University - Hawaii 2001 — 2005
Bachelor's of Science
University of the Punjab, Lahore 1998 — 2001
Bachelor's of Commerce
Regions Financial Corporation March 2014 - Present
U.S. Financial Services and Banking July 2013 - March 2014
Edward Jones Investments January 2013 - July 2013
US Bank National Association February 2003 - July 2012
Wachovia Bank November 1999 - February 2003
First Union National Bank March 1996 - November 1999
PNC Bank September 1991 - March 1996
Skills
Portfolio Management, Credit Analysis, Corporate Lending, Commercial Lending, Loans, Risk Management, Securitization, CDO, Team Mgmt, Business Development, Structured Finance, Finance, Fixed Income, Financial Analysis, Financial Risk, Financial Services, Relationship Mgmt, Commercial Banking, Series 7, Strategy
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University
Bachelor of Arts (B.A.), Economics
Fuel USA, LLC June 2015 - Present
Vintage Advisors, Inc. January 2015 - Present
Bank of North Carolina September 2012 - January 2015
KeySource Commercial Bank March 2007 - September 2012
Anderson & Strudwick January 2002 - October 2006
Convenience USA, LLC February 1998 - January 2002
Baxter Fentriss 1994 - 1997
Montrose Capital September 1989 - January 1993
Wachovia Bank June 1984 - September 1989
Skills
Banking, Small Business Lending, Commercial Banking, Financial Analysis, Mergers, Credit, Mergers & Acquisitions, Investments, Finance, Commercial Lending, Portfolio Management, Investment Banking, Financial Modeling, Treasury Management, Management, Financial Advisory, Cash Management, Credit Analysis, Corporate Finance, Corporate Law, Leadership, Risk Management, Cash Flow, Real Estate, Underwriting, Business Development, Loans, Private Placements, Asset Based Lending, Consumer Lending, Loan Origination, Private Equity, Commercial Mortgages, Credit Risk, Valuation, Mortgage Lending, Due Diligence, Funding, Financial Structuring, Executive Management, Financial Risk, Successful Business..., Mortgage Banking, Financial Institutions, Strategic Financial..., Capital Markets, Retail Banking, Structured Finance, Wealth Management, Residential Mortgages
Education
Wake Forest University - Babcock Graduate School of Management 1982 — 1984
MBA
Brigham Young University 1976 — 1982
BA
Cathay Bank March 2010 - February 2012
Wachovia/Wells Fargo September 2007 - December 2009
Wachovia Bank 2007 - 2009
US Bank May 2003 - September 2007
Home Depot/Your Other Warehouse April 2000 - May 2003
Skills
Banking, Fraud, Loans, Credit Cards, Private Investigations, Internal Audit, Risk Management, Investigation, Surveillance, Asset Protection, Security, Policy, Physical Security, Auditing, Training, Fraud Detection, Risk Assessment, Operational Risk..., Credit, Protection, Evidence, Accounting, Security Management, AML, Internal Investigations, USA PATRIOT Act, Retail Banking, Background Checks, Financial Risk, Mortgage Lending, Bank Secrecy Act, Loss Prevention, OFAC, Crisis Management, Business Continuity
Education
California State University-Dominguez Hills 1995 — 1998
BS, Business Admin/Human Resources
El Camino College 1989 — 1994
AA, Business Administration
Redondo Union High School
Morgan Stanley May 2015 - Present
Bank of the West April 2010 - May 2015
Wachovia Bank January 2008 - November 2009
Wells Fargo April 2006 - January 2008
Skills
Loans, Credit, Mortgage Lending, Small Business Lending, Mortgage Banking, Sales, Banking, Commercial Lending, Sales Management, Cold Calling, Loan Origination, Credit Analysis, Investments, Investment Strategies, Risk Management, Leadership, Commercial Banking, Portfolio Management, Finance, Financial Analysis, Business Development, Financial Services, Relationship Management
Education
Saint Mary's College of California 2013 — 2014
Master of Science (MS), Financial Analysis & Investment Mangagement
California Polytechnic State University-San Luis Obispo 2003 — 2006
Bachelor of Arts (BA), Communication Studies
MUFG Americas March 2015 - Present
Union Bank May 2013 - March 2015
Union Bank August 2010 - May 2013
Wachovia, A Wells Fargo Company December 2008 - August 2010
Wachovia Bank February 2007 - November 2007
Western Financial Bank February 2004 - February 2007
Skills
Training, Retail, Auditing, Customer Service, Banking, Quality Assurance, Financial Services, Retail Banking, Relationship Management, Leadership
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2007
Business Administration, General Management
AT&T August 2012 - Present
Wells Fargo May 2010 - November 2010
Wachovia Bank October 2007 - May 2010
World Savings May 2006 - October 2007
World Savings June 2003 - May 2006
World Savings October 2002 - June 2003
World Savings March 2002 - October 2002
JC Resorts May 1998 - March 2002
JC Resorts June 1996 - May 1998
Skills
Management, Leadership, Customer Service, Banking, New Business Development, Coaching, Sales, Training, Customer Satisfaction, Time Management, Budgets, Customer Retention, Retail, Human Resources, Team Management, Process Improvement, Team Building
Education
California State University-San Marcos 1996 — 2001
Bachelor of Business Administration (B.B.A.), High Technology Management
Robert Half Technology March 2011 - June 2011
WINES PUB & GRILL April 1996 - May 2010
WACHOVIA BANK August 2005 - November 2007
PNC Bank October 2004 - August 2005
Bank of America January 1999 - October 2004
Skills
Customer Service, Hardware, Banking, Credit, Loans, Risk Management, Retail Banking, Sales, Mortgage Lending, Insurance, Microsoft Excel, Microsoft Office, Team Building, Financial Services, Cold Calling, Asset Managment, Mortgage Banking, Finance, Portfolio Management, Microsoft Word, Relationship Management, Business Development, Lotus Notes, Sales Management, Management, Investments, Leadership, Strategic Planning
Education
COMPUTER INSIGHT LEARNING CENTER 2010 — 2011
Information Technology
Brookdale Community College 2003 — 2005
A.A.S., Business Management
AMERICAN INSTITUTE OF BANKING
Banking Diploma, Business Administration
Wachovia Bank October 1998 - September 2010
Skills
Credit, Deposits, Commercial Banking, Credit Analysis, Retail Banking, Banking, Customer Service, Branch Banking, Investment Banking
Education
Broward Community College 1975 — 1979
Association
Theater Major
Cooper City High
Diploma
Chase bank May 2010 - Present
Wachovia Bank March 2007 - April 2010
Wachovia Bank October 2002 - April 2010
Skills
Credit, Banking, Loans, Finance, Portfolio Management, Investments, Commercial Banking
Education
Cal Poly Pomona 1997 — 2001
Zurvita December 2014 - Present
Contractorselling.com May 2010 - December 2014
Wachovia Bank November 2002 - May 2008
Skills
Sales Management, Sales Process, Contract Negotiation, New Business Development, Team Building, Customer Service, Coaching, Sales, Energy, Residential Homes, Sales Operations, Construction, Account Management, Business Planning
Education
California Polytechnic State University-San Luis Obispo
BA, Business
Bristol-Myers Squibb July 2008 - April 2014
Wachovia Bank October 1993 - November 2007
Skills
Communications Planning, Project Management, Collateral Writing, Writing, Change Management, Web Marketing, Internal & External..., Acquistions, Technical Writing, Event Planning, Sales Brochures, PowerPoint, Training Facilitation, Marketing Strategy, Multi-media Marketing..., Stakeholder Analysis, Survey Design, Survey Management, Branding & Identity..., Print Management, Pharmacueticals, Financial Services, Merger & Acquisition..., Employee Engagement, Employee Orientations, Focus Groups, Market Research, Strategic Content..., Transitioning, Budget Monitoring, Multi-channel Marketing, Review Articles, Presentation Development, SharePoint, Microsoft Applications, Newsletter Production, Project Teams, Forums, Advertising, Marketing, Marketing Communications, Speech Writing
Education
Caldwell College
Bachelor's degree, Business Administration and Management, General
Sonny Merryman, Inc. November 2000 - Present
Wachovia Bank April 1993 - October 2000
Skills
Transportation, Sales Management, Contract Negotiation, New Business Development, Team Building, Account Management, Negotiation, Sales, Customer Service, Strategic Planning, Inventory Management, Forecasting, Purchasing, Direct Sales, Leadership, Fleet Management, Public Transport, Transportation..., Customer Satisfaction, Public Speaking, Automotive, Budgets, Operations Management, Process Improvement, Sales Process, Logistics, Management
Education
Bridgewater College 1984 — 1988
BS, Business
The Northern Trust Company December 2009 - Present
Wachovia Bank July 2007 - December 2009
Wachovia Bank November 2005 - July 2007
Wachovia Bank November 2000 - November 2005
Education
Hialeah Miami Lakes
High School Diploma
Broward College
Associate's degree, Business Administration and Management, General
Florida State University
Xerox July 2013 - June 2014
Wells Fargo Financial 2010 - 2012
123College.com August 2009 - January 2010
MetLife January 2009 - August 2009
Wachovia Bank October 2000 - June 2008
Topspeed Corporation June 1996 - March 2000
Skills
I am proficient in MS...
Education
SEC Investment Licenses/Insurance Licenses 2000 — 2002
Series 6, Series 63, Life,Health & Annuity License, Investments & Insurance
Broward Community College 1994 — 1997
Associate's degree, Psychology
Concorde Career Institute-North Lauderdale 1994 — 1995
Medical Assistant Degree, Medicine, Administration, Technical School-received certfication
TD May 2011 - Present
Wachovia Bank January 1984 - May 2011
Education
Broward Community College 1980 — 1983
Business
Otuafi Loan Modification June 2006 - Present
Wachovia Bank March 2004 - April 2005
Worldsavings Bank November 2002 - March 2004
Education
Heald College-Hayward 2012 — 2013
Associate of Arts and Sciences (AAS), Accounting
Brigham Young University 1988 — 1989
left to Mainland to take care my mom, Medical Office Management/Administration