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
Lexicon Relocation February 2014 - Present
Wells Fargo July 2008 - May 2012
Wachovia Bank February 2005 - July 2008
Wachovia Bank October 1998 - January 2005
First Union National Bank August 1992 - October 1998
Skills
Accredited ACH..., Financial Risk, Customer Service, Business Analysis, Analysis, Leadership, Project Management, Financial Services, NACHA, Banking, Team Building, Mergers, Process Improvement, Strategic Planning, AML, ACH, Internal Audit, Payments, Auditing, Change Management, Business Process, Electronic Payments, Operational Risk..., Payment Systems, Training, Compliance, Management, Integration, Problem Solving, Cross-functional Team..., Financial Analysis, Cash Management, Credit, Strategy, Mergers & Acquisitions
Education
Capella University 2007 — 2009
MBA, General Business Administration
University of North Florida 1988 — 1992
Bachelor of Arts, History
Regions Financial Corporation May 2013 - Present
Northwestern Mutual January 2012 - December 2012
Wells Fargo Bank June 2010 - December 2011
Wachovia Bank July 1999 - April 2010
Interstate/Johnson Lane June 1996 - July 1999
First Union National Bank June 1992 - June 1996
First Union National Bank June 1986 - June 1992
Skills
Succession Planning, E-Learning, Executive Management, Performance Management, Training, Leadership, Process Improvement, Change Management, Organizational..., Payroll, Talent Management, Strategy, Strategic Planning, Management, Employee Engagement, Needs Analysis, Human Resources, Mentoring, Team Building, Performance Consulting, Program Management, Customer Experience, Customer Experience...
Education
Capella University 2007 — 2010
Masters, Human Resource Management
University of Alabama 1981 — 1985
Bachelor of Science in Commerce and Business Administration, Accounting
Bradshaw High School
Bradshaw/Coffee
Bradshaw/Coffee
Wells Fargo 2011 - Present
Wachovia, A Wells Fargo Company October 2007 - August 2011
Wachovia Bank August 2005 - October 2007
Wachovia Bank November 1999 - August 2005
Bank of America 1996 - 1999
Skills
Talent Management, Strategic Planning, Team Leadership, Sales, Instructional Design, Program Management, Financial Services, Performance Consulting, Leadership Development, Relationship Management, Leadership, Change Management, Performance Management, Project Management, Team Building, Negotiation, Budgets, Process Improvement, Human Resources, Vendor Management, Training, Staff Development, Start-ups, Banking, Mergers & Acquisitions, Business Planning, Portfolio Management, Loans, Finance, Strategy, Risk Management, Management
Education
University of North Carolina at Chapel Hill 1991 — 1995
Bachelor of Arts, English
Capella University 2004 — 2007
M.S., Education
ADP August 2014 - December 2014
Allstate November 2012 - May 2014
Magnify YourSelf, Etc June 2009 - December 2013
Allstate September 2011 - September 2012
Allstate December 2007 - September 2011
Wachovia Bank February 2006 - December 2007
Wachovia Bank February 2005 - February 2006
Skills
Insurance, Property & Casualty..., General Insurance, Claim, Commercial Insurance, Health Insurance, Employee Benefits, Workers Compensation, Process Improvement, Risk Management, Sales
Education
Capella University 2014 — 2018
Doctor of Public Health, Public Health
Florida Metropolitan University 2007 — 2010
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General, 3.45
Miles College 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Jacksonville State University 2001 — 2003
Computer and Information Sciences and Support Services
American Telecast Products LLC 2013 - Present
Consultant April 2007 - Present
Wachovia Bank March 2000 - March 2007
Advest Bank 1998 - 2000
Bank of America 1991 - 1998
Education
University of Hartford
Masters
San Jose State University
BA
National Graduate Trust School
Camden County College
Signature Consultants March 2015 - Present
Wells Fargo September 2013 - Present
Bank of America September 2012 - September 2013
Resources Global Professionals November 2011 - September 2012
Wells Fargo March 2010 - November 2011
Wachovia, A Wells Fargo Company March 2009 - March 2010
Wachovia Bank October 2006 - March 2009
Wachovia, A Wells Fargo Company May 2002 - October 2006
Skills
Compliance Testing, Legal Compliance, Process Improvement, Banking, Internal Audit, Communication, Customer Service, Regulations, Team-oriented, Problem Solving, Reliability, Microsoft Office, Document Review, Management, Auditing, Loans, AML, Mortgage Lending, Bank Secrecy Act
Education
Central Piedmont Community College 2011 — 2012
Six Sigma Green Belt, Six Sigma Green Belt
The Institute of Certified Bankers, Washington,DC 2010 — 2011
CRCM, Certified Regulatory Compliance Manager (CRCM)
Wachovia Lending Compliance School 2007 — 2007
Regulatory Compliance
Cambridge International College 1995 — 1998
Associate’s Degree, International Business
Association of Certified Financial Crimes
Certified Financial Crime Specialist (CFCS)
SAS April 2010 - Present
Sonic Aviation March 2009 - April 2010
Wachovia Bank March 2005 - March 2009
US Air Force Reserve November 1997 - May 2005
Mesa Airlines July 2002 - March 2005
US Airways April 2001 - October 2001
CCair May 2000 - April 2001
United States Air Force September 1994 - November 1997
Skills
Aircraft, Airlines, A&P, Airplane, Line Maintenance, Maintenance & Repair, Aircraft Maintenance, Aviation, Commercial Aviation, Flights, Airworthiness, Airframe, Avionics, Piloting, Flight Safety, Aerospace, Quality Assurance, Inspection, Military, Training, Aeronautics, Airports, Human Factors
Education
ATP Flight Training School 2015 — 2016
Airline Transport Pilot, Aeronautics/Aviation/Aerospace Science and Technology, General
Campbell University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 4.0
Falcon 900 Real Case Toubleshooting 2015 — 2015
Falcon 900EX Easy Real Case Troubleshooting, Airframe Mechanics and Aircraft Maintenance Technology/Technician, Passed
Cessa Citaion X Maintenance Update 2014 — 2014
Cessna Citation 750 Engine Run Up & Taxi Initial Training Program 2011 — 2014
Corporate Flight Attendant Training 2011 — 2014
Boeing 737-6-7(IGW)-8-900 Boeing Business Jet Update Course 2013 — 2013
Falcon 900EX EASy Avionics Line Maintenance Training Program 2013 — 2013
Beechjet 400/400A Maintenance Update Training Program 2012 — 2012
Maintenance Electrical Troubleshooting Training Program 2012 — 2012
HomeTrust Bank May 2014 - Present
Jefferson Federal Bank August 1996 - May 2014
Nationsbank January 1989 - January 1990
Wachovia Bank January 1988 - January 1989
Moffatt County Bank January 1983 - January 1985
Bank of Whitesburg January 1982 - December 1982
Bank of Commerce January 1981 - January 1982
Skills
Microsoft Excel, Microsoft Word, Customer Service, Outlook, English
Education
University of Tennessee-Knoxville 1980 — 1981
Carson-Newman College 1978 — 1979
Morristown Hamblen High School West 1974 — 1978
Diploma
The Barn Equestrian Center January 2008 - Present
Lutron Electronics February 2013 - August 2013
McFadden Law Offices June 2004 - May 2010
Wachovia Bank November 1999 - June 2004
Skills
Horse Care, Equestrian, Paralegals, legal assistant, Legal Assistance, Family Law, Microsoft Excel, Customer Service, Legal Documents, Social Media, Microsoft Office, Administrative...
Education
Cedar Crest College 2007 — 2011
Social Work, Junior
Lehigh Carbon Community College 1999 — 2004
ABA approved Paralegal program, Liberal Arts and Sciences/Liberal Studies
Kutztown University of Pennsylvania 1987 — 1989
Psychology
Nike, Inc. August 2014 - Present
Nike Inc. July 2013 - August 2014
Lowe's Companies, Inc June 2012 - June 2013
Charlotte Payments Professional Network 2012 - June 2013
Wells Fargo Company 2009 - 2012
Wachovia 2007 - 2009
Wachovia Bank 2003 - 2007
Wachovia Bank 2001 - 2003
First Union November 1999 - March 2001
Industrial Distribution Group 1992 - 1999
Skills
Mergers, Forecasting, Budgeting, Business Optimization, Financial Analysis, Business Strategy, Acquisition Integration, Due Diligence, Financial Management, Process Improvement, Risk Management, Management Consulting, Mentoring, Cost Savings Initiatives, Cost Allocation, Collaborative Problem..., Project Portfolio..., Essbase, Capital Budgeting, Driving Operational..., Marketing, Microsoft Office 2007, TQM, Resource Management, Change Management, Cross-functional Team..., Virtual Teams, Investment Banking, Budgets, Business Process..., Management, Banking, Mergers & Acquisitions, Managerial Finance
Education
Walsh College of Accountancy and Business Administration 2009 — 2011
MBA
Walsh College of Accountancy and Business Administration 1992 — 1996
MS in Management
Central Michigan University 1988 — 1992
BSBA Marketing
Wells Fargo - WBR September 2014 - Present
Wells Fargo October 2010 - September 2014
Wachovia Bank January 1993 - September 2010
First Union National Bank November 1982 - December 1992
First Union National Bank November 1981 - November 1982
Skills
Banking, Customer Service, Risk Management, Microsoft Office, Sales, Credit, Loans, Financial Analysis, Portfolio Management, Leadership, Microsoft Excel, Finance, Retirement, Defined Benefit, Defined Contribution, 401k, Management, Project Management, ERISA, Pensions
Education
Capella University Doctor of Business Administration Candidate 2014 — 2016
Doctor of Business Administration (DBA), Finance
Capella University 2011 — 2013
Master of Business Administration (MBA)
Winston-Salem State University 1974 — 1979
Bachelor of Arts (B.A.), Business Administration - Economics
Coulwood Jr High
University Park
University Park
InfraScience, LLC October 2014 - Present
Wake Forest Baptist Health January 2012 - September 2014
Intellinet February 2011 - October 2011
Modis February 2010 - January 2011
TEK Systems July 2009 - January 2010
Wachovia, A Wells Fargo Company September 2008 - July 2009
Wachovia Bank July 2005 - September 2008
Wachovia - CIB Technology July 1996 - July 2005
Price Waterhouse January 1990 - March 1996
Bank of America July 1976 - January 1990
Skills
SharePoint, Business Analysis, Vendor Management, Visio, Software Development, ITIL, Business Process, IT Service Management, Software Documentation, Databases, Data Warehousing, Change Management, Database Design, Management, Enterprise Software, Web Services, C#, Information Technology, Cloud Computing, Consulting
Education
University of South Florida 1974 — 1976
Central Piedmont Community College 1973 — 1976
Associate of Arts
Vann Attorneys PLLC August 1993 - Present
James R. Vann, Attorneys at Law August 1993 - October 1997
Wachovia Bank September 1986 - July 1987
Skills
Commercial Litigation, Business Litigation, Estate Planning, Civil Litigation, Construction Law, Litigation, Business Formation, Mediation, Appeals, Trial Practice, Courts, Arbitration, Trials, Product Liability, Public Liability, Legal Issues, Business Transactions, Dispute Resolution, Litigation Support, Wills, Employment Law, Creditors' Rights, Unmanned Aircraft
Education
Samford University 1987 — 1990
JD, Law
Campbell University 1982 — 1986
BA Trust Management, Business Administration
Duke Energy Corporation March 2012 - Present
CITQAA 2008 - 2013
Wachovia Bank January 1997 - March 2012
Wachovia, A Wells Fargo Company June 2011 - October 2011
Bank of America October 2010 - April 2011
Wachovia 2009 - March 2009
TIAA-CREF 2008 - 2009
Wachovia Bank January 2006 - June 2008
Care Entree 2001 - 2005
Skills
Oracle, Six Sigma, Requirements Gathering, Test Automation, User Acceptance Testing, Business Requirements, SDLC, Process Improvement, Testing, Business Analysis, Quality Assurance
Education
Central Piedmont Community College 2009 — 2010
Tarrant County College 1969 — 1971
Wachovia, A Wells Fargo Company 2009 - Present
Wachovia Bank February 1982 - Present
Skills
Leadership, Marketing Strategy, Small Business Lending, Sales, Credit, Banking, Commercial Banking, FHA, Financial Services, Finance, Employee Engagement, Consumer Lending, Mortgage Lending, Loans, Portfolio Management, Commercial Lending, Management, Retail Banking, Mortgage Banking, Financial Analysis, Loan Origination, Credit Analysis
Education
Cedar Crest College 1984 — 1988
BS, Economics
Bank of America July 2012 - Present
Bank of America August 2010 - July 2012
Bank of America April 2009 - August 2010
Bank of America January 2008 - April 2009
Bank of America January 2007 - April 2008
Bank of America August 2005 - January 2007
Wachovia Bank March 2004 - August 2005
Wachovia Bank February 1999 - March 2004
Wachovia April 1997 - February 1999
Wachovia September 1994 - April 1997
Skills
Talent Development, Leadership Development, Employee Relations, Team Management, Onboarding, Talent Management, Personnel Management, Succession Planning, Performance Management, Organizational..., Training, Instructional Design, Employee Engagement, Program Management, Leadership, Workshop Facilitation, Needs Analysis, Blended Learning, Learning Management, Recruiting, Change Management, Human Resources, Coaching, Strategy, Organizational...
Education
Northwestern University 1998 — 2000
M.A., Learning Sciences
Cedarville University 1985 — 1988
B.A., Psychology
Susquehanna Bank December 2014 - Present
Susquehanna Bank August 2009 - December 2014
Merrill Lynch November 2008 - March 2009
Wachovia Securities Financial Network May 2006 - November 2008
Wachovia Bank November 2004 - May 2006
Skills
Banking, Retail Banking, Credit, Loans, Consumer Lending, Commercial Banking, Deposits, Small Business Lending, Customer Service, Call Centers, Branch Management, Cross Selling, Mortgage Lending, Internet Banking, Lines Of Credit, Loan Origination, Credit Cards, Finance, Financial Services, Home Equity Lines of..., Home Equity Loans, Customer Retention, Securities, Sales
Education
Capella University 2010 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General
CIGNA Group Insurance March 2010 - Present
Reliance Standard Life Insurance Co May 2005 - December 2008
Wachovia Bank April 2003 - April 2005
CIGNA Group Insurance November 1999 - August 2002
CIGNA P&C March 1994 - November 1999
Skills
Claims Management, Claim, Insurance, Analysis, Policy, Customer Service, Litigation, Contract Negotiation, Health Insurance, Negotiation, Human Resources, Sales, Property & Casualty..., Underwriting, Process Improvement, Employee Benefits, Marketing
Education
Rutgers University – Camden 1977 — 1979
B.A., Business Administration
Camden County College 1975 — 1977
Associate, Business Administration
The Fidelity Bank August 2014 - Present
The Fidelity Bank December 2013 - August 2014
VantageSouth Bank September 2000 - December 2013
PNC Bank September 2011 - April 2012
RBC Bank May 2011 - September 2011
Crescent State Bank September 2000 - April 2011
Sidus Financial, LLC June 2000 - September 2000
Wachovia Bank June 1998 - May 2000
Wachovia Bank July 1993 - June 1998
Education
Campbell University 1988 — 1992
BBA Trust Management, Trust Management, Financial Planning
First Citizens Bank and Trust Company, Inc. August 2011 - Present
Bank of America August 2008 - April 2011
Wachovia Bank December 2006 - July 2008
Wachovia Bank September 2004 - December 2006
Wachovia Bank May 2001 - September 2004
Wachovia Bank August 1998 - May 2001
Skills
Risk Management, Coaching, High Performance Teams, Customer Retention, Financial Services, Management, Retail, Strategic Leadership, Credit, Banking, Credit Analysis, Loans, Underwriting, Relationship Management, Mortgage Lending, Retail Banking, Consumer Lending, Portfolio Management, Commercial Banking, Finance, Sales, Leadership, Investments, CRM
Education
Villanova University
Human Resources Certificate, Human Resources
Central Michigan University 1998 — 2001
Masters, Administration (Human Resources, Marketing/Management)
Northwood University
Bachelor, Business Administration; Marketing/Management
Apex Systems January 2013 - Present
Access Group September 2009 - June 2012
Wachovia Bank November 2004 - August 2009
GSI 2005 - 2005
Almo Corporation February 2001 - October 2004
Urban Outfitters February 2000 - February 2001
JBA International January 1999 - January 2000
Rosenbluth International May 1998 - December 1998
Trump TAJ MAHAL CASINO RESORT September 1997 - May 1998
CoreStates Bank March 1997 - September 1997
Skills
RPG, RPG III, DB2
Education
Wilmington University 2011 — 2012
MBA, Management Information Systems
Wilmington University 2010 — 2011
BS, Information Service Management
Camden County College 2007 — 2007
Computer Science
Camden County College 1990 — 1991
Computer Science
Pennco Tech 1982 — 1984
AAS, Computer Studies
Fidelity Investments August 2011 - Present
TIAA-CREF August 2003 - November 2010
LabCorp June 1997 - August 2003
WACHOVIA BANK May 1996 - June 1997
Fleet Bank April 1992 - June 1996
CONNECTICUT BANK AND TRUST November 1982 - April 1992
The Wall Street Journal February 1988 - May 1990
Parts Mart Inc. October 1980 - October 1984
Skills
Project Management, REXX, Enterprise COBOL, xMatters Product..., JCL, IBM Utilities, Endevor, Change Management, SOAP, WSDL, XML, Connect:Direct for z/OS, Connect:Enterprise for..., Team Management, Staff Training, IBM DFSORT/ICETOOL, SAS, Technical Writing, IBM Mainframe, BMC Mainview..., FTP, MVS, JES2, AIX, SQL*Plus, ISPF, DFSORT, MVS/ESA, SDSF, NDM, Syncsort, Enterprise Management, Output Management, TSO, Endeavor, DB2, COBOL, Disaster Recovery
Education
Hudson Valley Community College 1993 — 1996
Data Processing
Manchester Community College 1991 — 1993
Information Systems
Central Connecticut State University 1981 — 1987
Computer Science
Wells Fargo January 2010 - Present
Wachovia Bank August 1993 - January 2010
Education
Campbell University 1989 — 1993
BBA, Trust Administration and Financial Planning
CHRISTUS Health April 2009 - Present
CHRISTUS Health April 2008 - April 2009
Wachovia Bank December 2006 - December 2007
World Savings (now Wachovia) August 1999 - December 2006
World Savings Bank October 1996 - August 1999
Skills
Integration, Analysis, PMP, ITIL v3 Foundations..., Process Improvement, Requirements Gathering, Systems Analysis, MS Project, Active Directory, Project Management, Visio, SharePoint, Team Leadership, Leadership, Management, Business Analysis, Healthcare Information..., Access, Budgets, Business Intelligence, Business Process, Call Centers, Data Center, Disaster Recovery, Enterprise Architecture, HIPAA, IT Management, IT Service Management, Software Documentation, Servers, Quality Assurance, PMO, Networking, Microsoft SQL Server, Information Technology, IT Strategy, Software Project..., Strategy, System Administration, Team Building, Technical Support, Testing, Troubleshooting
Education
Capella University 2011 — 2015
Bachelor of Science (BS), Information Technology, Summa Cum Laude
San Antonio College 1984 — 1993
Associate of Applied Science, Computer Programming
A.T. Mahan DOD School 1981 — 1981
Rutherford High School 1978 — 1980
Wells Fargo Advisors June 2014 - Present
Wells Fargo- Technology Operations Group January 2014 - June 2014
SCOR November 2012 - December 2013
Wells Fargo Home Mortgage April 2011 - October 2012
TIAA-CREF January 2011 - April 2011
Wells Fargo Advisors, LLC September 2009 - October 2010
Wachovia Bank, NA July 2006 - October 2010
Wachovia March 2003 - May 2009
Wachovia, A Wells Fargo Company March 2003 - May 2009
Wachovia Bank March 2006 - December 2006
Skills
Project Management, Management, Business Requirements, Requirements Analysis, SDLC, Test Planning, Quality Center, Requirements Gathering, Business Analysis, Banking, Quality Assurance, Testing, Visio, System Testing, User Acceptance Testing, Leadership, Written & Oral..., Defect Tracking, Waterfall, SharePoint, Perl, Software Project..., Systems Analysis, Software Documentation, Test Management, Software Quality..., Regression Testing, Test Cases, Business Process..., Vendor Management, Agile Methodologies, Integration, PMO, Agile Project Management, Data Warehousing, PMP, Business Process, DB2, SQL, Resource Management, Oracle, Process Improvement, HP Quality Center
Education
Shaw University 1996 — 1998
BS, Business Management and Computer Science
Central Piedmont Community College 1982 — 1984
AS, Computer Science
Lexington Technical College 1971 — 1972
Diploma graduate, Nursing Science, 4.0
Western Kentucky University
Music Theory and Composition
Wells Fargo Securities May 2015 - Present
Wells Fargo Home Mortgage June 2009 - May 2015
Wachovia Bank June 2007 - June 2009
Wachovia Bank February 2006 - June 2007
Wachovia November 2005 - January 2006
Wachovia Learning & Development 2005 - 2006
Wachovia August 2005 - November 2005
Skills
Proficient in Microsoft..., Adobe Acrobat, Live Meeting, SharePoint, Outlook, Customer Service, Ten Key, Meeting Coordination, Typing Skills, Process Improvement, Access, Microsoft Excel, Management, Human Resources
Education
Central Piedmont Community College
PC Fanatics March 2007 - Present
Keller Williams Realty 2007 - Present
Wachovia 1997 - Present
Wachovia Bank May 1992 - Present
Keller Williams Realty Lake Norman May 2007 - June 2010
Skills
First Time Home Buyers
Education
Central Piedmont Community College 1995 — 1996
Associates, Science
North Carolina Agricultural and Technical State University 1990 — 1992
Garinger
Fifth Third Bank March 2006 - Present
Wachovia Bank December 1996 - March 2006
Skills
Management, Consumer Lending, Retail Banking, Finance, Sales, Small Business Lending, Customer Service, Cross Selling, Financial Analysis
Education
Catawba College 2000 — 2004
Bachelor of Business Administration, Business Management
Catawba College 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Wells Fargo 2009 - Present
Wachovia Bank December 2006 - July 2009
Wachovia Bank April 2004 - December 2006
Wachovia February 2001 - April 2004
First Union National Bank August 1996 - February 2001
First Union National Bank 1993 - 1996
Skills
Administrative..., Human Resources, Expenses, Spreadsheets, Lotus Notes, Live Meeting, Outlook, Concur, Management, Program Management, Change Management, Strategy, Leadership, Succession Planning, Organizational..., Coaching, Talent Management, Access, Expense Management, Administrative..., Performance Management, Process Improvement, Interviews, Training, Recruiting, Payroll
Education
Central Piedmont Community College 1998 — 2008
Associates Degree, Transfer Program; HR Generalist
Bank of America July 2015 - Present
Wells Fargo January 2014 - Present
Bank of America September 2012 - January 2013
Wells Fargo January 2012 - June 2012
Charlotte Mecklenburg Schools January 2009 - December 2011
Wachovia January 1995 - August 2008
Wachovia Bank January 1995 - January 2008
Wachovia Bank January 1995 - January 2005
Wachovia January 1993 - January 1995
Capital Markets January 1993 - January 1994
Skills
Credit, Risk Management, Business Analysis, Financial Risk, Portfolio Management, Financial Analysis, Banking, Financial Modeling, Capital Markets, Credit Risk, SDLC, Financial Services, Data Analysis, Finance, Management, Leadership, Analysis, Investments, Fixed Income, Cash Management, Loans, CRM, Accounting, Access, Business Process, Business Development, Derivatives, Commercial Banking, Change Management, Cross-functional Team..., Start-ups, Project Management
Education
Central Piedmont Community College 2010 — 2010
Business Analysis Plus
University of North Carolina at Charlotte 2010 — 2010
University of North Carolina at Charlotte 2010 — 2010
Accelerated Project Management
University of North Carolina at Chapel Hill 2009 — 2010
BS Business Administration, Finance, General
Northwestern University 1976 — 1977
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1972 — 1976
BSBA, Finance
Wells Fargo Bank August 2014 - Present
Commerce Funding Solutions December 2013 - August 2014
Wells Fargo Private Bank August 2011 - October 2013
Wachovia, A Wells Fargo Company August 2010 - August 2011
Wachovia Bank November 2005 - August 2010
Wachovia Bank July 2003 - October 2005
First Union National Bank November 2000 - July 2003
Skills
Credit, Small Business Lending, Consumer Lending, Finance, Underwriting, Loans, Cross Selling, Leadership, Commercial Lending, Customer Service, Small Business, Mortgage Lending, Lines Of Credit, Credit Analysis, Retail Banking, Financial Services, Sales, Banking, Loan Origination, Commercial Banking, Relationship Management, Merchant Services, Cash Flow, Branch Banking
Education
Central Connecticut State University 1987 — 1992
Marketing/Sales
Duke Energy Corporation (Ciber) September 2012 - Present
Wells Fargo, Wholesale Technology Services June 2005 - September 2012
Wachovia Bank June 2005 - January 2009
Bank of America 2000 - 2004
First Union National Bank September 1998 - August 2000
Sunrise Software, Inc. September 1996 - August 1998
USLinks, Inc. February 1996 - September 1996
ICRDA Parts Center (Independent Cash Register Dealers Association) March 1994 - February 1996
Skills
Integration, Process Improvement, Team Building, Visio, Business Analysis, Strategic Planning, Team Leadership, System Administration, Long-term Customer..., Windows Server, IT Management, ITIL, Windows, Disaster Recovery, Business Continuity..., Technology Integration, System Integration..., Change Management, Audio Engineering, Video Editing, Video Conferencing, Video Production, Videography, Digital Video, Home Theater, Home Theater Design, Disney Vacations, Vacation Planning, Family Vacations, Linux, Data Warehousing, Leadership, Microsoft SQL Server, Information Technology, SDLC, Web Services
Education
Informatica Software Vender Training Courses 2006 — 2012
ETL Platform Administrator, ETL Administrator
Serena Software Vender Training Courses 2002 — 2004
Change Management Administrator, Change Lifecycle Automation
Bank of America, Technology Training Center 2000 — 2001
UNIX and Windows Server Training, Server Operating Systems
First Union National Bank, First University 1997 — 1997
Microsoft FrontPage Training, HTML Development
Central Piedmont Community College 1987 — 1988
Audio Engineering, Audio Recording Engineering and Studio Production
Central Piedmont Community College 1986 — 1988
Computer Operations, IBM Personal Computers, IBM Main Frames and DOS
Carolina School of Broadcasting 1985 — 1986
Broadcast, Sales, & Administration, Radio and Television Business Administration.
Wachovia Bank, a Wells Fargo Company March 2009 - March 2011
Wachovia, A Wells Fargo Company December 1991 - March 2011
Wachovia, A Wells Fargo Company 1991 - 2011
Wachovia Corporation December 1991 - November 2008
Wachovia Bank January 2008 - February 2008
Wachovia Bank March 2007 - January 2008
Wachovia Bank May 2002 - February 2007
Wachovia CIC Toastmasters at Toastmasters International July 2005 - June 2006
First Union Bank February 1999 - April 2002
First Union National Bank January 1991 - February 1999
Skills
Process Management, Governance, Asset Managment, Process Analysis, Business Analysis, IT Management, Project Management, TCP/IP, Analysis, Asset Management, Business Process..., Mainframe, User Acceptance Testing, Business Process, Business Requirements, SDLC, Requirements Analysis, Inventory Management, Software Development, Databases, ITIL, Banking, Systems Analysis, PMO, Business Process..., Data Center, Vendor Management, Management, Visio, Mergers & Acquisitions, Six Sigma, SharePoint, Leadership, Software Documentation, Risk Management, Change Management, Integration, Business Intelligence, PMP, Enterprise Software, Enterprise Architecture, Process Improvement, Business Continuity, Telecommunications, Requirements Gathering, IT Strategy, Network Design, Training, Software Project..., Data Analysis
Education
Georgia Institute of Technology 1976 — 1982
BS, Information and Computer Science
Central Piedmont Community College 2007 — 2009
Continuing Education, Spanish Language and Literature
Mooresville Christian Mission May 2011 - Present
Wachovia Bank 1999 - 2008
Education
Mitchell Community College 2009 — 2010
Certificate, Continuing Education
Central Piedmont Community College 1997 — 1997
Certificate, Customer Service/Keyboarding
Staten Island Community College
A.A.S. degree, Civil/Construction Technology
RBC Bank 2009 - Present
RBC Bank USA November 2008 - Present
Wachovia Bank October 1990 - November 2008
WACHOVIA BANK October 1990 - November 2008
JPMorgan Chase January 1987 - September 1990
Skills
Small Business Lending, Commercial Banking, Retail Banking, Loans, Branch Management
Education
Central Piedmont Community College
University of North Carolina at Chapel Hill
Business, Management
Enservio May 2008 - Present
Commercial Drying Technologies April 2006 - April 2008
NBD International, Inc., 2003 - 2006
Universal Solutions International, Inc. 1992 - 2003
Wachovia Bank 1984 - 1992
Skills
New Business Development, Strategic Planning, B2B, Sales Management, Solution Selling, Contract Negotiation, Sales, Team Building, Operations Management, Leadership, Customer Service, Business Development, CRM, Management, Marketing, Account Management, Training, Insurance, Sales Process, SaaS, Strategic Partnerships, Start-ups, Salesforce.com, Customer Retention, Direct Sales
Education
Catawba College
BA
IBM June 2014 - Present
Bank of America December 2003 - February 2014
Wachovia Bank October 1991 - December 2003
Skills
Perl, Testing, Disaster Recovery, ClearCase, Operating Systems, Ant, ClearQuest, Release Management, Business Analysis, Software Documentation, IT Management, Software Configuration..., System Deployment, Quality Center, Access, DevOps, Agile Methodologies, HP Quality Center, SDLC, Unix
Education
Carnegie Mellon University 1989 — 1991
MS, Management and Public Policy
North Carolina State University 1983 — 1987
BS, Electrical Engineering
Wells Fargo April 2014 - Present
Wells Fargo December 2004 - April 2014
Wachovia Bank January 2000 - December 2004
SunTrust Bank February 1996 - August 1998
NationsBank January 1994 - February 1996
Skills
Performance Consulting, Partner Relationship..., Leadership Development, Blended Learning, Process Improvement, Project Management, Management, Program Management, Career Development, Training, Workshop Facilitation, Human Resources, Personnel Management, Consulting, Team Building, Strategy, Organizational...
Education
Capella University
MS
North Carolina Agricultural and Technical State University
BA
UCLA
UCLA Anderson School of Management
Consumer Financial Protection Bureau October 2012 - Present
Wells Fargo November 2009 - September 2012
Wachovia Corporation July 2004 - November 2009
Wachovia July 1999 - July 2004
Wachovia Bank June 1998 - July 1999
Wachovia Bank July 1997 - June 1998
American General Finance July 1994 - July 1997
Skills
Loans, Mortgage Lending, Strategy, Risk Management, Credit Risk, Financial Risk, Financial Services, Credit, AML, Fairs, Bank Secrecy Act, Consumer Lending, Mortgage Banking, Compliance Program..., Banking, Due Diligence
Education
Gardner-Webb University 2002 — 2004
MBA
Catawba College 1991 — 1994
B.A., Business Administration
TIAA-CREF January 2015 - Present
The DARTON GROUP October 2014 - January 2015
Stewart Lender Services June 2013 - August 2014
Ally Financial Inc. April 2012 - June 2013
Bank of America December 2009 - April 2012
Bank of America July 2002 - August 2008
Deutsche Bank July 2000 - February 2002
GreenPoint Mortgage August 1998 - August 1999
Wachovia Bank May 1996 - August 1998
TD Bank USA March 1992 - May 1996
Skills
Risk Management, Operational Risk, Compliance, Regulatory Requirements, Six Sigma, Project Management, Strategy, Problem Solving, Strategic Planning, Teamwork, Leadership, Business Strategy, Process Improvement, Change Management, Regulatory Affairs, Financial Risk, Due Diligence, Auditing, Management, Credit, Mortgage Lending, Mortgage Servicing, Banking, Loans, Investments, Loan Servicing, Loss Mitigation, Capital Markets, Financial Analysis, Finance, Customer Relations, Portfolio Management, Vendor Management, Operations Management, Asset Management, Fixed Income, Asset Managment, Microsoft Excel, Real Estate, Mortgage, Expense Reduction, Contract Negotiation, Excel, Investment Banking, Financial Management, Writing, Document Management, Default, Financial Forecasting, Parenting
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2001
MBA, Accounting and Finance
University of Vermont 1987 — 1991
BS, Business
Wells Fargo March 2009 - Present
Wachovia Bank February 1999 - March 2009
Bank of America September 1997 - June 1998
Bank of America June 1996 - September 1997
Wachovia Bank June 1991 - June 1996
Education
Central Piedmont Community College 1997 — 1998
Accounting
Kings College 1990 — 1991
Secretarial Science – Diploma
American Military University July 2011 - Present
Peirce College June 2007 - Present
PENN STATE UNIVERSITY January 2004 - Present
University of Phoenix March 2003 - Present
Performance Achievement Consulting, LLC. 2002 - December 2013
ASTD Eastern Pennsylvania Chapter 2004 - 2008
Eastern PA ASTD 2003 - 2008
V-SPAN January 2002 - August 2003
Agere Systems (Lucent Techn) January 2001 - August 2001
Wachovia Bank December 1996 - January 2000
Skills
Adult Education, Organizational..., Vendor Management, Instructional Design, Instructor-led Training, Training Needs Analysis, Strategic Planning, Collaborative Problem..., DISC, Leadership Development, Management Development, Supervisory skills, Training, Higher Education, Staff Development, E-Learning, Supervisory Skills, Workshop Facilitation, Human Resources, Performance Improvement, Employee Training, Team Building, Curriculum Development, Leadership, Curriculum Design, Career Counseling, Coaching, Management, Executive Coaching, Personnel Management, Career Development, Nonprofits, Conflict Resolution, Distance Learning, Organizational..., MBTI, Training Delivery, Resume Writing, Learning Management, Blended Learning, ADDIE, Needs Analysis, Emotional Intelligence, Facilitators, Learning Management..., Employee Engagement, Talent Management, Organizational Learning, Consulting, Succession Planning
Education
Central Michigan Univ 1984 — 1985
MA
Univ of Maryland
BS
Piedmont Natural Gas May 2015 - Present
Piedmont Natural Gas November 2013 - May 2015
Piedmont Natural Gas October 2011 - November 2013
Piedmont Natural Gas November 2006 - October 2011
Wachovia Bank June 1998 - November 2006
Telespectrum Worldwide September 1995 - June 1998
Skills
Call Center, Customer Service, Telephony, ICM, Cisco Technologies, CTI, Integration, Cisco Call Manager, Contact Centers, Unified Communications, Avaya, Troubleshooting, VoIP, Vendor Management, Process Improvement, Account Management, SharePoint, Telecommunications, Call Centers, Certified Green Belt, Leadership, Management, Technical Support
Education
Catawba College 1991 — 1995
BA, Communication Arts
Expressions Day Spa September 2014 - Present
TIAA-CREF September 2012 - November 2013
Wells Fargo Bank/Aerotek December 2010 - November 2011
Wachovia Bank July 2001 - April 2009
Wachovia Bank July 1995 - April 2009
Carolina Dance Explosion! May 2001 - May 2003
Charlotte Mecklenburg Schools/University Park Creative Arts Elementary School January 2001 - January 2002
First Union National Bank January 1998 - January 2001
First Union National Bank January 1995 - January 1998
Custom Automated Machine, Inc January 1994 - January 1995
Skills
Banking, Risk Management, Process Improvement, Business Process, Treasury Management, Management, Cash Management, Software Documentation, Training, Cross-functional Team..., Integration, Vendor Management, Requirements Gathering, Project Portfolio..., Finance, Business Analysis, Leadership, Analysis, Business Process..., Quality Assurance, Program Management, PMO, Financial Services, Payments, SharePoint, Software Project..., Visio, Strategy, Customer Service, Portfolio Management, Process Engineering, Testing, Credit, Business Requirements, PMP, CRM, Requirements Analysis, Relationship Management, Resource Management, Change Management, Mergers & Acquisitions, Payment Systems, Consulting, Project Management, MS Project, Management Consulting, Call Centers, Product Management, Chemical Peels, Therapeutic Modalities
Education
Academy of Nails and Esthetics 2013 — 2014
Esthetics
University of North Carolina at Greensboro 2009 — 2011
B.A., Liberal Studies
Central Piedmont Community College 2005 — 2008
AA, General Education
University at Buffalo 2000 — 2002
Certificate, Dance Teaching
Parkwood High School
High School Diploma
Comet Global Consulting April 2015 - Present
22nd Century Staffing, Inc. November 2014 - March 2015
UPS November 2014 - January 2015
Georgia State University July 2005 - September 2014
Emory Healthcare January 2002 - September 2004
Wachovia Bank May 2000 - March 2002
Bank of America March 1998 - October 1999
MCKENZIE & EDWARDS, P.C September 1996 - August 1997
Skills
Human Resources, Training, Onboarding, Recruiting, Management, New Hire Orientations, Organizational..., Customer Service, Payroll, Leadership, Employee Benefits, Staff Development, Time Management, Budgets, Employee Relations, Talent Management, Interviews, Hiring, Policy, Project Planning, Teamwork, Benefits Administration, Performance Management, Administrative..., Employee Training, Coaching, Workshop Facilitation, Team Building, HR Policies, Employee Engagement, Call Centers, Program Management, Data Entry, Applicant Tracking..., Leadership Development, Oracle E-Business Suite, CRM Databases, Microsoft Suites, Microsoft Office, Interpersonal..., Accounts Payable, Procurement, ACH
Education
Capella University 2010 — 2013
Masters of Science, Human Resource Management
Mount Ida College 1992 — 1996
Bachelor of Science, Business Management
Mount Ida College 1992 — 1994
Associates of Science, Business Administration
Wells Fargo August 2014 - Present
Wells Fargo October 2011 - August 2014
Wells Fargo Bank 2007 - October 2011
Wachovia Bank January 2006 - July 2007
Wachovia, A Wells Fargo Company May 2004 - January 2006
Wells Fargo Bank May 2002 - May 2004
Bank of America (BACAP) February 2001 - February 2002
Transamerica Reinsurance September 1999 - February 2001
Skills
Credit, Portfolio Management, Banking, Credit Analysis, Analysis, Loans, Finance, Financial Analysis, Mortgage Lending, Underwriting, Due Diligence, Risk Management, Financial Modeling, Forecasting, Commercial Lending, Asset Managment, Operational Risk, Project Management, Asset Management
Education
Central Piedmont Community College 2014 — 2015
Project Management Plus Certificate, Project Management
Pfeiffer University 2003 — 2005
Masters; MBA, Business Administration
Catawba College 1997 — 1999
B.Sc, Cum Laude; Accounting & Economics
Forsyth Technical Community College February 2015 - Present
BB&T February 2014 - Present
BB&T April 2012 - February 2014
TRC Staffing assigned to United Guaranty January 2009 - January 2010
Investors Title Company and Affiliates January 2003 - January 2009
Conseco Finance January 2002 - January 2003
Wachovia Bank January 2001 - January 2002
Skills
Loan Origination, Mortgage Lending, Underwriting, Insurance, Loans, Management, Analysis, FHA, Auditing, Negotiation, Software Documentation, Accounting, Accounts Payable, Accounts Receivable, Banking, Customer Service, Leadership, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office
Education
Capella University 2009 — 2011
PhD Candidate, Doctoral/Business and Technology
Strayer University 2006 — 2009
MBA, Finance, 3.5
North Carolina Agricultural and Technical State University 1993 — 1996
Bachelor of Science (BS), Finance
United Bank April 2013 - March 2015
Wells Fargo Bank April 1998 - April 2013
Wachovia Bank 1998 - 2013
Lancome, Cosmair, Origins, G-Fox, Filene's and Macy's January 1984 - April 1998
Skills
Banking, Loans, Insurance, Finance, Investments, Commercial Banking, Small Business, Series 7, Financial Services, Risk Management, Accounting, Cash Management, Commercial Lending, Securities, Credit, Wealth Management
Education
Central Connecticut State University 1979 — 1983
Accounting
Global Knowledge Training April 2015 - Present
Bank of America February 2014 - April 2015
Rapid Fitness/Complete Nutrition May 2012 - September 2013
RBC Bank / PNC Bank April 2011 - March 2012
Wells Fargo May 2010 - February 2011
Wachovia Bank January 2009 - May 2010
RBC Bank January 2006 - December 2008
Skills
Banking, Credit, Branch Banking, Cross Selling, Retail Banking, Loans, Commercial Lending, Commercial Banking, Microsoft Money, Credit Analysis, Sales, Customer Service, Lines Of Credit, Consumer Lending, Deposits, Cash Management, Real Estate, Negotiation, FHA
Education
Cape Fear Community College 2003 — 2006
NA, Business Administration, Management and Operations
Wells Fargo Securities March 2015 - Present
Wells Fargo September 2008 - March 2015
Wachovia Bank May 2008 - September 2008
Wachovia, A Wells Fargo Company November 2007 - May 2008
Wachovia, A Wells Fargo Company August 2004 - November 2007
Central Fidelity Bank 1997 - 1999
Skills
Legal Research, Real Estate, Litigation, Operational Risk, Microsoft Office, Securities, Relationship Management, Credit, Loans, Mortgage Lending, Banking, Risk Management, Insurance, Financial Analysis, Credit Risk, Deposits, Underwriting, Microsoft Money, Commercial Banking, Lotus Notes, Notary Public, Operational Risk...
Education
Central Piedmont Community College 2010 — 2014
Paralegal Studies Diploma, Certified Paralegal
Strayer University 2005 — 2009
BA, Paralegal Studies/Business
Wells Fargo Wealth, Brokerage & Retirement July 2015 - Present
Bank of America Merchant Services January 2015 - July 2015
Wells Fargo Wealth Management - Governance March 2014 - December 2014
Wells Fargo Wealth Management - Testing July 2011 - February 2014
Wells Fargo Law Department - Litigation Section October 2008 - July 2011
Wachovia Corporation October 2005 - October 2008
Wachovia Corporation August 2004 - October 2005
Wachovia Bank January 2002 - July 2004
First Union National Bank June 2000 - December 2001
First Union National Bank February 1998 - September 1999
Skills
Banking, Risk Management, Litigation, Litigation Support, Legal Research, Legal Writing, Mortgage Lending, Process Improvement, Regulations, Negotiation, Business Process Mapping, Statistics, Databases, Lean Manufacturing, Compliance Testing, Business Intelligence..., Data Mining, Statistical Data..., Six Sigma, Lean Tools, Relational Data Modeling, UDAAP, Fair Lending, Privacy Compliance, RESPA, TILA, Reg Z, Reg E, Real Estate Financing, Complaint Management, Financial Regulation, Securities, Leadership, Customer Service, Management, Financial Services, Financial Risk, Credit
Education
Charlotte School of Law 2010 — 2014
Juris Doctor (J.D.), Law
Capella University
Bachelor's Degree, Finance
Independent Contractor September 2013 - Present
Mortgage Company January 2013 - August 2013
Wachovia Bank August 1996 - October 2008
Education
Camden County College
Associates, Computers
Wells Fargo May 2014 - Present
City of Raleigh March 2008 - April 2014
Wachovia Bank September 2006 - March 2008
Lipson, Zywicki, Williams and Perry, LLC May 2005 - July 2006
Skills
Cash Management, Treasury Services, Financial Reporting, Risk Management, Investments, Fixed Income, Portfolio Management, Banking, Due Diligence, Analysis, Asset Management, Securities
Education
Campbell University 2004 — 2006
MBA, Finance
Campbell University 2001 — 2004
BBA, Trust and Investment Management
BBVA Compass June 2011 - Present
Wachovia a Wells Fargo Company January 2009 - June 2011
Human Resources Wachovia Bank November 2002 - January 2009
Wachovia Bank November 1999 - October 2002
MRI October 1997 - October 1999
RBMG January 1993 - October 1997
Skills
Recruiting, Banking, Talent Management, Financial Services, Credit, Retail Banking, Loans, Commercial Banking, Talent Acquisition, Mortgage Lending, Applicant Tracking..., Business Development, Diversity Recruiting..., Diversity Recruitment, Management
Education
Capella University
Human Resource Management
University of South Carolina - The Moore School of Business
Economics
University of South Carolina-Columbia
Banking
Midlands Technical College
Banking and Finance
Mary Carroll
High School
Northern Capital Securities Corporation July 2007 - Present
Dearborn Capital Markets August 2002 - July 2007
Wachovia Bank October 1997 - February 2002
Education
Indiana University Bloomington 1980 — 1982
Master of Business Administration (MBA), Finance, Economics
Carson-Newman College 1977 — 1980
Bachelor of Arts (BA), Chemistry
United Teletech Financial Federal Credit Union July 2015 - Present
Weichert Financial Services June 2013 - July 2015
TD July 2012 - June 2013
The Pampered Chef July 2010 - September 2012
Insurance Advisory Group July 2011 - June 2012
Aflac January 2011 - July 2011
Wachovia 2006 - 2008
Wachovia Bank 2006 - 2008
Wachovia Bank 2006 - 2008
World Savings 1996 - 2008
Skills
Banking, Mortgage Lending, Credit, Loans, Management, Customer Service, Sales, Refinance, Investments, Financial Services, Leadership, Residential Mortgages, Loan Origination, Mortgage Banking, Finance, First time homebuyer, FHA Financing
Education
Centenary College 1991 — 1993
AS, Equine Studies
Miami University 1987 — 1991
BA, Psychology/ Sociology
Governor Livingston Regional High School 1984 — 1987
High School Diploma, Honor Roll
Wells Fargo Bank February 2009 - August 2011
Wachovia Bank September 1999 - February 2009
First Union Bank October 1986 - September 1999
Skills
Operations Management, Operational Efficiency, Call Center, Process Improvement, Bank Operations, Workforce Management, Vendor Management, Management, Banking, Call Centers, Outsourcing, Cross-functional Team..., Analysis, Training
Education
Canisius College
Training
University of NC at Charlotte
J&M Automotive Sales and Service LLC August 2007 - Present
Wachovia Bank May 2002 - February 2007
Skills
Loan Servicing, Funding
Education
Central Connecticut State University
Charter Oak State College
University of Oklahoma Health Sciences Center November 2014 - Present
OU Health Sciences Center 2012 - November 2014
Price College of Business, University of Oklahoma 2011 - 2012
University of Oklahoma - Graduation Office 2009 - 2011
University of Oklahoma 2007 - 2009
Wachovia Bank 2004 - 2006
Oklahoma State Employers and Educators Group Insurance Board 2002 - 2003
Skills
Analysis, Coaching, Data Analysis, Grant Writing, Healthcare, Higher Education, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Project Management, Public Speaking, Research, Strategic Planning
Education
Southern Nazarene University 2010 — 2011
MBA, Health/Health Care Administration/Management
University of Oklahoma - Price College of Business 2000 — 2004
BBA, Management & International Business
Cameron University 1998 — 2000
Memorial HS
Windstream Communications June 2011 - Present
Wachovia Bank November 2008 - June 2011
Family Dollar March 2008 - October 2008
Family Dollar April 2007 - March 2008
Family Dollar May 2006 - April 2007
Family Dollar July 2005 - May 2006
Mecklenburg County August 2004 - July 2005
Exult, Inc (Now Hewitt Associates) April 2001 - March 2004
Skills
Performance Management, Event Planning, Event Management, Process Improvement, Office Administration, Microsoft Office, Notary Public, Six Sigma, Human Resources, Onboarding, Employment Law, Employee Benefits, Retirement Benefits, Project Management, Executive..., Legal Research, Legal Compliance, Recruiting, Workers Compensation, Employee Relations, Seibel, Oracle Applications, FMLA, Leadership, Personnel Management
Education
Central Piedmont Community College 2012 — 2014
Associate of Science (AS)
Central Piedmont Community College 2011 — 2013
Associate of Science (AS)
Central Piedmont Community College 2009 — 2011
Associate of Science (AS)
Central Piedmont Community College 2007 — 2008
East Stroudsburg University of Pennsylvania 1994 — 1996
Michael Waltrip Racing January 2006 - Present
Keystone Marketing Co., Inc January 2001 - December 2005
Marketing 500 February 1998 - December 2000
Wachovia Bank May 1996 - August 1997
Skills
Sponsorship, Event Management, Marketing, Sports Marketing, B2B, Marketing Strategy, Advertising, Social Media, Event Planning, Media Relations, Sports, Account Management, Social Media Marketing, Marketing Communications, Sponsorship Sales, Integrated Marketing, Public Relations, Product Development, New Business Development, Sales Management
Education
Catawba College 1993 — 1996
Bachelor of Arts (BA), Business Administration, Summa Cum Laude
Union County Public Schools February 2014 - Present
Wachovia Bank September 1999 - June 2008
Skills
Treasury, Banking, Credit, Relationship Management, Portfolio Management, Financial Services, Commercial Banking, Treasury Management, Cash Management, Cross Selling, Credit Analysis, Risk Management, Treasury Services, Financial Analysis, Retail Banking, Payments, Series 7, ACH, Electronic Payments, Deposits, Vendor Management, Merchant Services, Sales, Customer Service, Sales Management
Education
Catawba College 1994 — 1998
PICS Auditing, LLC October 2010 - Present
Fischerkeller Consulting July 2005 - September 2010
Wachovia Bank 2000 - 2002
Skills
Marketing, Procurement, Fixed Annuities, Financial Analysis, Strategic Planning, Human Resources, Training, Management, Analysis, Business Development, Change Management, Risk Management, Business Process, Program Management, Negotiation, Software Documentation, Account Management, New Business Development
Education
Catonsville Community College 1993 — 1995
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services
Liberty High School 1990 — 1993
Accelerated Academic
City of Durham January 2015 - Present
City of Durham November 2012 - December 2014
CRM August 2011 - October 2012
Banyan Partners LLC September 2010 - February 2011
SunTrust Bank September 2008 - August 2010
Wachovia Bank October 2004 - September 2008
Bank of America Private Bank May 2000 - September 2004
Skills
Strategic Financial..., Financial Analysis, Accounting, Budgets, Forecasting, Internal Controls, Internal Audit, B2B, Wealth Management, Investments, Banking, Credit, Portfolio Management, Asset Managment, Loans
Education
Campbell University 1997 — 2002
MBA/BBA, Finance, Business Administration, Financial Planning, Marketing
Beddingfield High School
Red Hat September 2013 - Present
Red hat Inc. August 2011 - September 2013
Red Hat May 2009 - August 2011
Campbell University June 2007 - December 2008
Silverchair Learning Systems February 2007 - April 2008
Wachovia Bank September 2005 - February 2007
Reliant Pharmaceuticals 2000 - 2003
Education
Campbell University 2007 — 2008
Master of Business Administration, Financial Accounting, Forensic Accounting, Management, Economics, Legal Environment of Business, Mkt
University of North Carolina at Wilmington 1993 — 1997
Wells Fargo February 2010 - Present
Daytona State College 2007 - Present
Wachovia, A Wells Fargo Company 2005 - Present
Wells Fargo 1986 - 2009
Wachovia Bank 2000 - 2007
Skills
SDLC, Visio, Enterprise Architecture, SharePoint, Requirements Gathering, Financial Services, Vendor Management, Data Warehousing, Risk Management, Program Management, Software Project..., Process Improvement, Disaster Recovery, MS Project, Business Process..., PMP, COBOL, Agile Project Management, Databases, Portfolio Management, IT Management, Websphere, Weblogic, Oracle, WebSphere, Microsoft Project, WebLogic
Education
Wake Forest University 1987 — 1989
MBA, Business - Marketing, Graduated with Distinction
Capella University
M.S., Information Technology
The University of South Dakota
B.A., Magna cum Laude, Political Science
The University of South Dakota
Bachelor of Arts (B.A.)
The University of South Dakota
B.A.
The University of South Dakota
The University of South Dakota
Wachovia Bank August 1999 - Present
IBM Global Services/Lucent Technologies February 1998 - August 1999
Education
Case Western Reserve University
Computer Engineering
Wells Fargo June 1996 - Present
Wachovia Bank June 1996 - March 2010
Skills
WSUS, Risk Management, Microsoft Exchange, Windows Server, Active Directory, VBScript, HP Server Hardware, Process Improvement, Business Analysis, SharePoint, Information Security, Disaster Recovery, Banking, Virtualization, ITIL, VMware, Servers, Troubleshooting, Integration, VMware ESX, SDLC, IIS, Enterprise Architecture, System Administration, Visio, Data Center, Vendor Management, Security, Business Requirements, Software Documentation, CISSP, Information Security..., IT Management
Education
Winston-Salem State University 1994 — 1996
BS, Manangement Information Systems
Central Piedmont Community College 1989 — 1992
Associate, Business Administration
SunTrust Bank August 2003 - December 2007
S1 Corporation December 2000 - July 2003
Wachovia Bank December 1995 - March 1999
Education
Keller Graduate School of Management 1998 — 2003
MPM, Project Management
Central Connecticut State University 1990 — 1993
BS, Accounting
Mount Ida College 1988 — 1990
AS, Accounting
Kennesaw State University
Wells Fargo March 2012 - Present
Wells Fargo 2008 - March 2012
Wachovia Bank 2003 - 2008
Wachovia Bank 2000 - 2003
Wachovia Bank 1999 - 2000
Wachovia Bank 1998 - 1999
Wachovia Bank 1995 - 1998
Skills
Vendor Management, Business Analysis, Disaster Recovery, Business Requirements, Visio, Banking, Trading Systems, Requirements Gathering, User Acceptance Testing, Risk Management, Change Management, Integration, Access, Program Management, Software Documentation, Project Management, Management, Leadership, Training, IT Management
Education
Capella University 2009 — 2012
MBA
Longwood University
Bachelor of Business Administration (B.B.A.)
New River Community College
Associate's degree
Thomaston Savings Bank May 2015 - Present
Naugatuck Valley Savings and Loan October 2009 - May 2015
Wachovia Bank October 2007 - October 2008
Wachovia Mortgage Corporation June 1981 - October 2008
Wachovia Mortgage Corporation January 1983 - January 2008
First Union 1983 - 2008
Wachovia 1983 - 2008
Wachovia, A Wells Fargo Company (World Savings) 1983 - 2008
Wachovia Mortgage Corporation June 1991 - October 2007
Northeast and Midwest January 1991 - January 2007
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Credit, Loans, Loan Servicing, Analysis, Banking, Coaching, Commercial Banking, Commercial Lending, Construction Loans, Consumer Lending, Credit Analysis, Credit Risk, Relationship Management, Business Development, Financial Services, Residential Mortgages, Refinance, FHA, Management, Risk Management, Underwriting
Education
Central Connecticut State University
Finance
Wachovia Bank 2007 - Present
Wells Fargo 1998 - Present
Education
Carleton University 1978 — 1982
Time Warner Cable July 2009 - Present
Wachovia Bank 2005 - 2009
Wachovia 2001 - 2005
Wachovia 2000 - 2001
Wachovia 1996 - 2000
Wachovia 1985 - 1996
First National Bank of Atlanta/Wachovia 1984 - 1985
Skills
Talent Acquisition, Applicant Tracking..., College Recruiting, Talent Management, Recruiting, Workforce Planning, Technical Recruiting, Sourcing, Thought Leadership, Strategic Planning, Agent for Change, Operational Excellence, Financial Acumen, Diversity & Inclusion, Personnel Management, Leadership, Contract Recruitment, Change Management, Internet Recruiting, Leadership Development, Management, Staffing Services, Operations Management, Employer Branding, HRIS, HR Policies, Team Building, Succession Planning, Process Improvement
Education
Central Michigan University 1978 — 1981
BS, Business Administration
Wells Fargo January 2014 - Present
Wells Fargo Bank, N.A. August 2009 - January 2014
Wachovia Bank January 2004 - August 2009
Sanchez Data Systems, Inc. March 1999 - October 2003
Morgan Management Company October 1996 - March 1999
Skills
Budgets
Education
Carlow University 2001 — 2003
Bachelor of Science, Business Management
PPD April 2008 - September 2011
Wachovia Bank 2004 - 2007
Wachovia Securities February 1995 - July 2002
Education
University of North Carolina at Wilmington 2007 — 2008
MSA, Accounting
Campbell University 1990 — 1994
BBA, Trust Management
LPL Financial July 2012 - October 2012
Wells Fargo Advisors January 2011 - July 2011
Wachovia Bank January 2010 - December 2010
Wells Fargo Advisors June 2007 - June 2009
Wells Fargo Advisors July 2005 - June 2007
Wachovia Bank July 1999 - July 2005
Skills
Banking, Financial Services, Process Improvement, Risk Management, Financial Risk, AML, Business Analysis, Securities, Mergers, SDLC, Customer Service, General Ledger, Leadership, Microsoft Office, Problem Solving
Education
Central Piedmont Community College
Vanguard March 2014 - Present
Hope Match January 2010 - Present
Wells Fargo August 2012 - February 2014
New York Life Insurance Worldwide Ltd April 2011 - August 2012
SunTrust Bank July 2007 - April 2011
SunTrust Bank July 2007 - April 2011
SunTrust Mortgage 2006 - 2007
Countrywide Mortgage 2005 - 2007
Wachovia Bank 2002 - 2005
Chick-fil-A 1997 - 2001
Skills
Mortgage Lending, Finance, Sales, Financial Services, Marketing, Financial Advisory, Loans, Consumer Lending, Credit, Banking, Commercial Lending, Commercial Banking, Credit Analysis, Retail Banking, Loan Origination
Education
Central Piedmont Community College 2000 — 2002
Graphic Arts and Design
Wells Fargo November 2009 - Present
Wachovia Bank 2005 - 2009
Education
Central Penn College 1988 — 1990
Associate’s Degree, Tourism and Travel Services Marketing Operations
NewBridge Bank February 2015 - Present
J.L. Powell & Co., INC. May 2014 - Present
Capital Bank (Capital Bank Financial Corp.) October 2012 - May 2014
Wells Fargo June 2012 - October 2012
RBC Bank March 2007 - May 2012
Carolina First Bank October 2003 - March 2007
Wachovia Bank March 2001 - October 2004
Central Carolina Bank April 1999 - March 2001
Ellington-Brim Chevrolet May 1996 - April 1999
Skills
Credit Analysis, Mortgage Lending, Credit, Loans, Commercial Lending, Small Business Lending, Loan Origination, Banking, Consumer Lending, Commercial Banking, Underwriting, Mortgage Banking, Refinance, Retail Banking, Credit Risk, Portfolio Management, Residential Mortgages, Lines Of Credit, Customer Service, Risk Management, Finance, Financial Analysis, Commercial Mortgages, FHA, Construction Loans, Management, Sales, Investments
Education
Campbell University
Master of Trust and Investment Management
Campbell University
Master of Business Administration (MBA), Finance, General
University of North Carolina at Wilmington 1992 — 1996
BS, Marketing
Wells Fargo 2010 - Present
Wachovia Bank July 2003 - 2010
First Union National Bank April 2000 - July 2003
Skills
Data Center, Networking, VMware Infrastructure, Dell PowerEdge Servers, Windows Server, Operating Systems, Linux, Microsoft Servers, HP Servers, Servers, Disaster Recovery, Windows, Integration, Business Continuity, Linux RedHat servers, Basic understanding of..., Datacenters
Education
Capella University 2009 — 2012
Bachelors Degree, Information Technology, A
University of Phoenix 2006 — 2008
AS, Information Technology
Wells Fargo Bank March 2009 - Present
Wachovia Bank December 2007 - March 2009
Bank of America May 2006 - November 2007
Bank of America January 2003 - May 2006
Bank of America June 1982 - January 2003
Skills
General Securities..., Six Sigma Black Belt, Capital Markets, Investment Banking, Business Development, Management Consulting, Change Management, Market Research, Management, Marketing, Team Leadership, Banking, Financial Analysis, Financial Services, Analytics, Finance
Education
Central Connecticut State University 1980 — 1982
BS, Finance
Wells Fargo 2006 - Present
Wachovia Bank April 2000 - October 2006
Education
Campbell University 1992 — 1996
BS, Political Science
Wachovia Bank October 1997 - Present
Beacon Sweets April 1995 - March 1996
Verbatim Corporation November 1987 - January 1995
Aeronca Incorporated April 1977 - November 1986
Education
Central Piedmont Community College 1995 — 2000
Associates, Computer Information Systems
ACI Worldwide January 2012 - Present
Wells Fargo Bank November 2010 - January 2012
Wachovia Bank July 2007 - January 2010
Odell Associates, Inc April 2005 - May 2006
NuLegend Technologies August 2005 - January 2006
US Army 1998 - 2002
Skills
Microsoft SQL Server, Unix, Windows Server, Disaster Recovery, IIS
Education
Central Piedmont Community College 2008 — 2011
Associates, Database Administration
Campbell University 2002 — 2004
Bachelors, History
Wells Fargo September 2007 - Present
Wachovia Securities December 2005 - September 2007
Wachovia Corporation May 2002 - November 2005
Wachovia Corporation August 1998 - May 2002
Wachovia Bank January 1996 - August 1998
Wachovia Bank March 1993 - January 1996
Skills
Risk Management, Financial Reporting, Banking, Financial Risk, Accounting, Finance, Portfolio Management, Internal Audit, Sarbanes-Oxley Act, Credit Risk, Forecasting, Analysis, Budgets, Financial Services, Management
Education
Central Michigan University 2011 — 2012
Graduate Certificate, Business Administration and Management, General
Central Michigan University 1988 — 1992
Bachelor of Science, Business Administration/Accounting
West Bloomfield High 1984 — 1988
SunTrust Bank September 2010 - Present
BankAtlantic November 2006 - November 2010
Southwest Capital Bank June 2006 - November 2006
TIB Bank July 2005 - May 2006
Wachovia Bank October 1998 - July 2004
Wachovia Bank June 1990 - October 1998
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Consumer Lending, SBA, Laser Pro, Jack Henry, Reg Z, Reg E, Banking, Management, Credit Analysis, Finance, Credit, Mortgage Lending, Loan Servicing, Financial Risk, Retail Banking, Construction Loans, AML, Cash Management, Commercial Real Estate, Credit Risk, Financial Services, Lines Of Credit, Mortgage Banking, Treasury Management, Deposits
Education
Florida Coastal School of Law 2002 — 2005
Juris Doctor (JD), Law
Central Michigan University 1997 — 1998
Master of Science in Adminisration (MSA), Human Resource Administration
University of North Florida 1990 — 1994
Bachelor of Science (B.S.), Business Management and Marketing
First Citizens Bank October 2010 - Present
Wachovia Bank January 2010 - September 2010
Wachovia September 2007 - August 2009
Wachovia March 2001 - March 2006
Wachovia April 1999 - March 2001
First Union National Bank April 1998 - April 1999
First Union June 1995 - April 1999
First Union 1990 - 1995
Belk Stores Services 1985 - 1986
Beth Stores Services 1984 - 1985
Skills
Employee Relations, Performance Management, Accounting, Talent Acquisition, Onboarding, Recruiting, Employee Benefits, Talent Management, HRIS, Human Resources, PeopleSoft
Education
Meredith College 1980 — 1984
BA, Business
Central Piedmont Community College
CapitalOne June 2011 - Present
Morgan Stanley January 2010 - April 2011
Wachovia Bank August 2006 - December 2009
Bank of America April 1989 - August 2006
Education
Carnegie Mellon University - Tepper School of Business
MBA
University of Pittsburgh
BS, Mathematics and Economics
Wells Fargo Securities July 2014 - Present
Wells Fargo August 2012 - June 2014
SunTrust Bank June 2010 - August 2012
Wachovia Bank June 2007 - September 2008
Wachovia, A Wells Fargo Company May 2003 - June 2007
Bank of America August 2002 - May 2003
Robert Half International July 1997 - August 2002
Skills
Direct Recruiting, Commercial Banking, Business Banking, Recruiting, Leadership, Strategic Sourcing, Banking, Talent Acquisition, Relationship Management, Talent Management, Sourcing, Applicant Tracking..., Project Management, Community Banking, Wholesale Banking, Onboarding, Full-life Cycle..., Strategic Consulting, Internet Recruiting, Strategy, Management, Training, Interviews, Human Resources
Education
Canisius College 1991 — 1994
BS, Accounting
State University of New York College at Buffalo 1986 — 1988
Accounting
Wells Fargo January 2012 - Present
Wells Fargo January 2009 - January 2012
Wachovia Bank 2007 - January 2009
Skills
SDLC, Project Management, PMP, PMO, Project Portfolio..., Program Management, Vendor Management, Business Continuity, Data Center, Risk Management, ITIL, Disaster Recovery, Business Analysis, Banking, Process Improvement, Portfolio Management, IT Strategy, Resource Management, IT Management, Leadership, Visio, Business Process, Requirements Analysis, Enterprise Architecture, Enterprise Software, Business Process..., Requirements Gathering, Software Project..., MS Project, Integration, Software Documentation, Governance, Outsourcing, IT Operations, Project Delivery
Education
Saint John's University 1981 — 1986
BS, Economics
Central Piedmont Community College
Wal-Mart August 2014 - Present
Motivational Speaker May 1999 - Present
Wal-Mart 2013 - 2014
Wal-Mart October 2011 - November 2013
Detroit Lions January 2011 - May 2011
Bloom Grocery Store September 2009 - 2011
Detroit Lions 2009 - 2009
Wachovia Bank 2005 - 2009
Green Bay Packers 2008 - 2008
ESPN Regional ( Now ESPNU) 2004 - 2004
Skills
Retail Category..., Inventory Management, Training, Sports Management, Public Speaking, Sports Marketing, Sports, Athletics, Material Management, Motivational Speaking, Leadership, Coaching, Football, NFL, Professional Sports, Human Resources, Interviews, Customer Service, Team Building, Social Media, Sales, Management
Education
Marshall University 1996 — 2000
Bachelor of Arts (B.A.)
Howard D. Woodson High School 1993 — 1995
Canisius College
Masters, Sports Administration
Mecklenburg County January 2010 - Present
TIAA-CREF March 2007 - May 2009
E*TRADE Financial August 2005 - March 2007
Wachovia Bank July 2004 - July 2005
Merrill Lynch September 2001 - May 2002
Skills
Microsoft Excel, Investments, Financial Reporting, Financial Services, Management, Finance, Leadership, Budgets, Accounting, Mutual Funds, Analysis, Securities, Series 7, Financial Analysis, Access
Education
Central Piedmont Community College
Associate, Arts
University of North Carolina at Charlotte - Belk College of Business
BSBA, Finance and management
Pfeiffer University
Master of Business Administration (M.B.A.)
PNC April 2014 - Present
PNC Bank November 2009 - Present
PNC Financial Services Group 2009 - Present
Wachovia Bank March 2006 - August 2009
Bank of America January 2003 - January 2005
Fleet Bank 1997 - 2005
FleetBoston Financial 2000 - 2004
Skills
Risk Management, Financial Risk, Operational Risk, Operational Risk..., Mortgage Lending, Risk Assessment, Banking, Credit, Program Management, Financial Reporting, Enterprise Risk..., Basel II, Credit Risk, Analysis, Corporate Finance, Risk Appetite, Key Performance..., Customer Complaints, Technology Incidents, Issues Management
Education
University of Hartford 1995 — 1997
MBA, Finance
Central Connecticut State University 1989 — 1992
B.A., Eonomics
Mid-Carolina Neurology August 2009 - Present
Solar Contract Carpet May 2006 - February 2009
Wachovia Bank March 1998 - May 2006
Education
Central Piedmont Community College 2010 — 2011
Medical Assisting
Delhaize America February 2015 - Present
Wells Fargo June 2014 - February 2015
Charles Schwab November 2013 - May 2014
Wells Fargo June 2012 - November 2013
Lowe's May 2011 - May 2012
Wells Fargo March 2010 - April 2011
Lowe's August 2008 - July 2009
Wachovia Bank January 2007 - December 2007
Wachovia Bank June 2005 - November 2006
Wachovia Bank June 2004 - May 2005
Skills
Automated Software..., Manual Testing, Process Improvement, Team Mentoring, Training, System Administration, Technical Support, Test Lead, Computer Hardware, Computer Network..., Software Development..., Procedures Documentation, Regression Testing, QTP, Test Automation, Quality Center, Test Cases, Agile Methodologies, Quality Assurance, Software Documentation, Defect Tracking, SQL, Software Quality..., SDLC, HP QTP, HP Quality Center
Education
Central Piedmont Community College 2014 — 2015
Continuing Education, Java Programming and Object Oriented Programming concepts
Kennesaw State University 1988 — 1994
Information Systems
UPS November 2014 - Present
UPS 2004 - Present
UPS 1999 - 2003
UPS 1991 - 1999
Banker's Trust Company 1989 - 1991
The Travelers Company 1986 - 1989
The Travelers Company 1985 - 1986
Wachovia Bank June 1983 - 1985
Education
Central Connecticut State University 1987 — 1989
M.S., Organizational Management
Hampden-Sydney College 1979 — 1983
B.S., Mathematics & Computer Science
TIAA-CREF October 2014 - Present
Wells Fargo Bank January 2011 - November 2013
Wachovia Bank September 2007 - December 2010
Wachovia Bank January 2006 - September 2007
Skills
Customer Service, Lotus Notes, PowerPoint, Excel, Financial Analysis, Customer Satisfaction, Call Center, Microsoft Word, Visio, Training, Leadership, Management, Microsoft Office, Banking, Marketing, Access, Microsoft Excel, Call Centers, Team Building, Coaching, Credit, Analysis, Retail, Time Management, Account Reconciliation, Loans, Negotiation, Risk Management, Budgets, CRM, Insurance, Business Analysis, System Administration, Data Analysis, Program Management, Project Management, Vendor Management, Relationship Management, Process Improvement, Accounting, Team Leadership, Operations Management, Change Management, Internal Audit, Strategic Planning, Human Resources, Financial Services, Software Documentation, Forecasting, Public Speaking
Education
Capella University 2009 — 2012
Master, Business Administration
Central Piedmont Community CollegeMar 2006 — 2006
Mortgage Underwriter certification
Winthrop University 2000 — 2004
Bachelor Arts, Mass Communications
Winthrop UniversityDecember 2004 2000 — 2004
B.A, Mass Communications
NewDominion Bank May 2014 - Present
FIRST BANK,North Carolina December 2004 - June 2014
Wachovia Bank May 2001 - December 2004
Rowan Cabarrus Community College 2002 - 2004
Wachovia, A Wells Fargo Company 2001 - 2004
Central Carolina Bank May 2000 - May 2001
Skills
Strategic Planning, Coaching, Management, SBA, Cross Selling, Middle Market, Remote Deposit Capture, Mortgage Banking, Loan Servicing, Lines Of Credit, Merchant Services, Teaching, Commercial Banking, Loan Origination, Deposits, Cash Flow Lending, Asset Based Lending, Microsoft Money, Small Business Lending, Home Equity, Commercial Real Estate, Real Estate Financing, Construction Loans, Financial Analysis, Coaching Staff, Business Development, Investment Advisory, Cash Flow Forecasting, Community Banking, Property Management, Real Estate Investor, Investment Properties, Loans, Consumer Lending, Banking, Customer Service, Credit
Education
University of North Carolina at Charlotte 2000 — 2003
MBA, Finance/Commercial Banking
Catawba College 1996 — 2000
BS Business Administration, Marketing and Business Administration
NC School of Banking, UNC
Graduate
NC School of banking
NC School of banking
South Stanly High School
WACHOVIA BANK June 2006 - Present
Sears Holdings Corporation September 2003 - June 2006
Enterprise Rent-A-Car December 1999 - August 2002
Enterprise Rent-A-Car December 1996 - December 1999
Education
Carson-Newman University 1992 — 1994
BUSINESS ADMINISTRATION, MANAGEMENT/MARKETING
SunTrust Bank January 2014 - Present
Regions Financial Corporation September 2005 - Present
Regions Financial Corporation September 2005 - September 2006
Wachovia Bank July 2002 - September 2005
Deb Retail Shops July 2000 - May 2002
First National Bank Killeen Tx November 2000 - July 2001
Charlotte Russe May 1999 - January 2000
Rave Retail Shops September 1996 - 1999
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, English, Research, Windows, Outlook, Treasury Management, Retail Management, Banking, Relationship Management, Retail Sales, Sales Management, Microsoft Word, Team Leadership, Manage Client..., Administrative Work, Cross Selling, Coordinating Events, Financial Analysis, Treasury Management...
Education
Capella University 2011 — 2014
Master of Science (MS), Human Services w/ Specialization in Social and Community
Saint Leo University 2005 — 2007
Bachelor's degree, Sociology
Georgia Military College 2003 — 2005
Associates Degree, General Studies
LoanStar Title Loans December 2014 - Present
Sisters N the Pot Inc. October 2012 - Present
Santa Fe Auto Insurance January 2012 - March 2012
DESTINY ACADEMY April 2010 - January 2012
DESTINY ACADEMY January 2010 - January 2012
ARMY AIRFORCE EXCHANGE SERVICES November 2008 - August 2009
ARMY AIRFORCE EXCHANGE SERVICES January 2008 - January 2009
WACHOVIA BANK May 2007 - May 2008
WACHOVIA BANK January 2007 - January 2008
AAMO Auto Sales March 2004 - April 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Data Entry, Accounts Receivable, Accounting
Education
CCI Training Center 2008 — 2008
CERT, Computerized Accounting
Northwood University 1999 — 2003
Bachelor of Arts (B.A.), Hospitality Administration/Management
Northwood University
Bachelor's Degree, Hotel, Restaurant & Resort Management
Newroads Financial Group August 2015 - Present
Wells Fargo October 2013 - August 2015
Wells Fargo August 2012 - October 2013
Wells Fargo July 2011 - August 2012
Wells Fargo September 2010 - July 2011
Wachovia Bank January 2006 - 2010
Yvonne's Decorative Painting Studio June 2003 - August 2006
The Country Saddler June 2004 - August 2005
Hunterdon BMW September 2004 - June 2005
Skills
Financial Planning, Retirement Planning, Insurance, Customer Service, Employee Benefits, Finance, Sales Management, Credit, Loans, Small Business Lending, Mortgage Lending, Auditing, Banking
Education
Centenary College 2008 — 2011
Bachelors, Business Administration Concentration In Finance, Cum Laude with a GPA of 3.68
Raritan Valley Community College 2006 — 2008
Associates, Financial Services
DeSales University
Master of Business Administration (MBA), Human Resources Development
Wells Fargo February 2014 - Present
Wachovia Bank October 2009 - Present
Wells Fargo June 2011 - February 2014
Wachovia Securities March 2008 - July 2009
PNC March 2007 - March 2008
Skills
Portfolio Management, Investments, Wealth Management, Mutual Funds, Asset Allocation, Series 63, Banking, Financial Analysis, Credit, Asset Managment, Strategic Financial..., Equities, Retirement Planning, Loans, Credit Analysis
Education
Capital College, Pennsylvania State University 2002 — 2006
Bachelor of Science (B.S.), Finance
Penn State University 2002 — 2006
B.S., Finance
Wells Fargo April 2013 - Present
Wells Fargo July 1999 - Present
Wachovia Bank January 1997 - June 1999
First Union National Bank May 1995 - December 1996
Skills
Visio, SDLC, Disaster Recovery, Process Improvement, Business Analysis, Requirements Gathering, Vendor Management, Banking, Integration, Management
Education
Central Piedmont Community College
Pitney Bowes March 2012 - Present
Carolina Medical Center- University City July 2010 - June 2011
Allstate Insurance Company March 2008 - April 2010
Wachovia Bank August 2007 - February 2008
Charlotte Water Utilities July 2006 - July 2007
Bank of America January 2002 - January 2006
Bank of America January 2000 - January 2002
Skills
Apex Check Processing..., Mainframe, Seibel, All-Star database..., Software Documentation, Customer Service, Data Entry, Analysis, Checks, Financial Reporting, Invoicing, Microsoft Excel, Microsoft Office, Databases, Accounting, Process Improvement
Education
University of Liberia
Bachelor of Science Degree 1998, Business Administration; Accounting
Catawba College
Bachelor of Science Degree, Business Administration; Computer Information System Concentration 2002
College of West Africa
Associate; BSC Business Administration, Applied Science; 1997
Central Piedmont Community College
Associate of Arts (A.A.), Healthcare 2010
Clean Cut Care of Chesapeake April 2012 - Present
Servpro of Virginia Beach October 2013 - July 2014
Jenkins Restorations, Inc November 2012 - July 2013
SunTrust Bank December 2010 - November 2012
Wells Fargo August 2005 - November 2010
Wachovia Bank December 1999 - July 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML
Education
Central Connecticut State University 1992 — 1994
County College of Morris 1990 — 1992
Business Administration and Management, General
Otics USA, Inc November 2012 - Present
Carson-Newman College August 2010 - July 2012
Protech December 2003 - January 2010
Wachovia Bank September 1998 - September 2002
Skills
Banking, Retail Banking, Cash Management, Underwriting, Series 7, Financial Risk, Risk Management, Bloomberg, Financial Analysis, Consumer Lending, Small Business Lending, Asset Managment, Finance, Loans, Sales, Treasury Management, Management
Education
Carson-Newman College 2010 — 2012
MBA, Business Administration
Carson-Newman College 2010 — 2011
BS, Accounting and Finance
Carson-Newman College 1988 — 1992
BS, Business Economics
Queen Associates September 2015 - Present
TEKsystems December 2014 - July 2015
TEKsystems 2010 - 2011
TEKsystems 2010 - 2010
Wachovia Bank 2008 - 2009
Wachovia Bank 2001 - 2006
Ajilon 1999 - 2001
Skills
Microsoft SQL Server, MS Excel Pivot Tables, Microsoft Office, Excel 2013, SharePoint, PowerPoint, Transact-SQL 2012, Visio, SSIS, SSRS, SSMS, Power Query, Power Pivot, Power View, SDLC, Windows 7, Altova XMLSpy, SnagIt, Outlook, PAC2000, COBOL, SQL, DB2, Adobe Premier Elements..., Adobe Photoshop...
Education
St. Lawrence University
Bachelor's Degree, Psychology
University of South Florida
Master of Business Administration (MBA), Management and Marketing (double concentration)
Central Piedmont Community College
IT Masters-level Business Intelligence Analysis Scholarship Program
Hollis D. Segur April 2011 - Present
Wells Fargo February 2010 - April 2011
Wells Fargo January 2009 - February 2010
Wachovia Bank October 2005 - January 2009
Skills
Investments, Finance, FHA, Loans, Financial Analysis, Credit, Credit Analysis, Microsoft Excel, Management, Sales Management, Account Management, Insurance, Sales, Mortgage Lending, Banking, Customer Service
Education
Central Connecticut State University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Investments and Securities
Quinnipiac University - School of Business 2000 — 2002
Business Managment
FOCUS September 2008 - Present
GREEN TREE INVESTORS April 2003 - June 2006
WACHOVIA BANK February 1996 - May 2001
Skills
Collections, PC, SKIP, FDCP, Dialers, Fax, Customer Service, Cash Management, Accurint, Fast Data, Putting the Customer..., Residential Mortgages, Personal Bankruptcy
Education
CROSBY HIGH
Central Connecticut State University
Experian April 2012 - Present
Bank of America April 2010 - April 2012
Bank of America August 2006 - April 2010
Wachovia Bank 2001 - 2006
First Union National Bank 1996 - 1998
Skills
Fraud, Fraud Claims, Fraud Detection, Online Fraud, Identity Fraud, Check Fraud, Identity Theft, Debit Cards, Credit Scoring, Payments, Credit Cards
Education
University of North Carolina at Charlotte 1995 — 1997
History
Campbell University 1994 — 1995
DAVIE COUNTY SCHOOLS July 2002 - Present
Wachovia Bank March 1986 - January 2002
Skills
Staff Development, Curriculum Development, Teaching, Classroom, Instructional Technology, Educational Technology, Microsoft Office, K-12, Educational Leadership, Curriculum Design
Education
Carnegie Mellon University 1982 — 1984
Master of Science (MS), Management Information Systems, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1982
Bachelor of Science (BS)
BB&T December 2004 - Present
Wachovia Bank September 1997 - December 2004
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Central Michigan University 1985 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Carolinas Healthcare System July 2009 - Present
Carolinas Healthcare System July 2009 - March 2010
Wachovia Bank November 2006 - January 2008
Wachovia Bank October 2003 - November 2006
Education
Winston Salem State University 2012 — 2012
Registered Nursing/Registered Nurse
Central Piedmont Community College 2008 — 2009
Associate of Science (AS), Registered Nursing/Registered Nurse
CUNA Mutual Group January 2014 - Present
CUNA Brokerage Services March 2009 - July 2013
Wachovia Bank February 2001 - March 2005
AXA Advisors February 1995 - February 2001
Skills
Sales, Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Retirement Planning, Retirement, Health Insurance, Term Life Insurance, Long-term Care, Employee Benefits, Strategic Financial..., Investments, Financial Services, Wealth Management, Series 7, Mutual Funds, Risk Management
Education
Central Connecticut State University 1969 — 1973
Bachelor's degree, Education
Xavier High School
Education
BAE Systems September 2011 - Present
Travel June 1986 - August 2008
Wachovia Bank July 1997 - January 2004
Skills
Concur T&E, Travel Consultant, Administrative..., Analysts
Education
Central Piedmont Community College
Micro Soft Applications
Sinclair Community College
Business