Wachovia Bank NA
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Wachovia Bank NA Employees
Aspen Dental Management, Inc. (ADMI) March 2015 - Present
KAPLAN COLLEGE COMMUNITY DENTAL CLINIC April 2014 - January 2015
VISTA HILLS FAMILY DENTAL November 2014 - December 2014
AutoQuotes, Inc March 2013 - November 2013
Adecco Group September 2011 - January 2013
Wachovia Bank, N.A October 2006 - September 2011
Skills
Licensed and Certified..., RDA, ADAA Certified, CPR Certified, Eaglesoft, PeopleSoft, Databases, Software Documentation, Windows, Windows 7, Windows XP, Networking, Banking
Education
Kaplan College-El Paso 2014 — 2015
Licensed/Certified Dental Assistant, Dental Assisting/Assistant, Graduate
FCCJ Kent Campus
ECS Installation April 2015 - Present
Fresh Harvest August 2013 - April 2015
ECCO 2008 - 2013
Ceto and Associates 2006 - 2008
Wachovia Bank, N.A. 2002 - 2005
Wachovia Bank, N.A. 2001 - 2002
Wachovia Bank, N.A. 1999 - 2001
AT&T formerly BellSouth Corporation 1998 - 1999
Skills
Relationship Management, Sales, Business Development, B2B, Personal Financial..., Team Management, Coaching, Customer Service, Consultative Sales..., B2B Sales, Client Retention..., Hiring, Employee Training, Meeting Facilitation, Webinars, CRM, Training, Leadership, Management, Marketing, Team Leadership, Account Management, Microsoft Office, Team Building, Customer Retention, Strategic Planning
Education
University of North Carolina at Greensboro 1990 — 1995
Bachelor of Fine Arts (B.F.A.), Painting and Print Making
Northeastern High School 1987 — 1990
SWIFT January 2010 - Present
SWIFT January 2008 - December 2009
Misys, GMS November 2004 - December 2007
Wachovia Bank N.A. October 2003 - November 2004
Brown Brothers Harriman & Co. September 2000 - October 2003
Skills
Management, Leadership, Banking, Training, Marketing Communications, Marketing, Financial Services, Negotiation, Event Management, Sales, Public Relations, Spanish, Risk Management, SWIFT payments, Equities, Business Analysis, Project Management, Change Management, Business Strategy, Program Management, Payments, Product Management, Team Leadership, Back Office, Corporate Events, Event Planning, Team Management, Management Consulting, Consulting, Business Development, Strategy, Executive Management, CRM, Analysis, Trading, Financial Markets, Social Media, Digital Marketing, Social Media Marketing, Marketing Strategy, Business Planning, Strategic Partnerships, Finance, Capital Markets, Corporate Actions, Media Relations, Training Management, SWIFT Payments
Education
Rutgers University-New Brunswick 1993 — 1998
Bachelors, Sociology, Communications, Criminology
Universidad Antonio de Nebrija 1993 — 1993
Union Catholic
Neiman Marcus June 2014 - Present
Macy's November 2013 - May 2014
Macy's March 2012 - October 2013
Lord and Taylor June 2011 - February 2012
Self-Employed December 2009 - February 2012
Wachovia Bank, N.A October 2006 - November 2009
Skills
Retail Sales, Customer Service, Visual Merchandising, Makeup Artistry, Microsoft Office, Skin Care, Sales, Highly detail oriented, Coaching, Cosmetics, Beauty Industry, Fashion, Styling, Social Networking, Marketing
Education
The Vision Academy 2010 — 2010
Certificate, Aesthetician/Esthetician and Skin Care Specialist
Penn State University 2001 — 2006
Bachelor of Science (BS), Accounting
SunTrust Bank 2012 - Present
United Parcel Service 2011 - 2012
First National Bank of Omaha 1999 - 2009
Wachovia Bank, N.A. 1997 - 1999
Wachovia Bank, N.A 1993 - 1997
Wachovia Bank, N.A. 1991 - 1993
Skills
Credit Cards, Fraud, Customer Service, Call Center, Chargebacks, Cards, Compliance, Risk, Credit Card Processing, Management, Team Leadership, Team Building, Operations Management, Banking
Education
Morehouse College
BA, Education
Northside High School
Wells Fargo September 2012 - Present
Wells Fargo Bank March 2011 - October 2012
Wachovia, A Wells Fargo Company November 2008 - March 2011
Wachovia, A Wells Fargo Company August 2008 - November 2008
Wachovia Bank N.A. April 2007 - August 2008
Wachovia Bank N.A. March 2006 - March 2007
Wachovia Bank N.A. March 2005 - March 2006
Wachovia Bank N.A. April 2003 - March 2005
Wachovia Bank N.A. June 2001 - April 2003
Wachovia Bank N.A. April 2000 - June 2001
Skills
Fraud, AML, Private Investigations, Analysis, Litigation, Risk Management, Bank Secrecy Act, KYC, Management, Financial Risk, Fraud Detection, Loss Mitigation, Credit, Banking, Finance, Retail Banking, Deposits, Administrative..., Lines Of Credit, Customer Service, Operational Risk, Training, Anti Money Laundering
Education
High Point University 2002 — 2004
Bachelor’s of Science Degree, Business Administration
Forsyth Technical Community College 1998 — 2001
Associate’s of Arts Degree, Paralegal Technology
PNC Wealth Management Group October 2014 - Present
PNC Bank September 2007 - Present
Wachovia Bank, N.A June 2006 - August 2007
Wachovia Securities September 2004 - June 2006
Wachovia Bank March 2003 - September 2004
Royal Bank of Scotland January 2001 - April 2001
Skills
Underwriting, Financial Analysis, Portfolio Management, Credit Risk, Banking, Credit, Risk Management, Credit Analysis, Commercial Lending, Loans, Insurance, Forecasting, Commercial Banking, Microsoft Excel, Microsoft Office, Corporate Finance, Finance, Financial Risk
Education
Central 254
La Salle University
School; MBA (2009), Business Administration; Finance, 3.7 GPA
University of Pittsburgh
Bachelor of Science (BS), Economics
University of Pittsburgh, College of Arts and Sciences
Bachelor of Science, Economics
Wells Fargo January 2015 - Present
Security Service Federal Credit Union June 2013 - January 2015
Whataburger November 2012 - March 2013
Hewlett Packard January 2009 - June 2012
Hewlett-Packard November 2009 - October 2010
Hewlett-Packard January 2009 - November 2009
Wachovia Bank, N.A September 2006 - October 2008
Wachovia Bank, NA May 1998 - October 2008
Skills
Process Improvement, SharePoint, Data Analysis, ITIL, MS Project, PMO, Microsoft Office, Visio, Requirements Analysis, Training, IT Service Management, Business Process..., Technical Writing, Microsoft Excel, Microsoft Word, Remedy 7, Lotus Notes, System Deployment, Service Delivery, PowerPoint, Software Documentation, Troubleshooting, ITIL v3 Foundations..., Mortgage Lending, Business Analysis, Service Desk, Vendor Management, Banking, IT Management, Management, Technical Support, System Administration, DoD, Veterans Affairs, PMO Services, Analysis, Project Portfolio..., Project Management, Databases, Business Process
Education
The University of Texas at San Antonio 1999 — 2002
Bachelor of Arts (B.A.), Communication
BB&T August 2009 - Present
Tu Casa & Associates June 2007 - July 2009
First National Bank of Gwinnett November 2002 - January 2007
Ten Cate Nicolon April 2000 - September 2002
Wachovia Bank N.A. April 1993 - April 2000
Skills
Consumer Lending, Loans, Credit, Banking, Retail Banking, Mortgage Lending, Credit Analysis, Cross Selling
Education
Brenau University 1999 — 2001
Bachelor's degree, Business Administration and Management, General
Berkeley College-New York 1981 — 1983
Associate's degree, Marketing/Marketing Management, General
McKinley Group May 2014 - Present
Scottrade September 2010 - May 2014
Wachovia Bank, N.A. 2005 - 2010
Delta Financial Advisors, Inc. 2003 - 2005
Charles Schwab 1999 - 2002
Charles Schwab 1998 - 1999
Charles Schwab 1997 - 1998
Charles Schwab 1993 - 1997
Skills
Instructional Design, Instructor-led Training, Coaching, Training, Employee Training, Management, Analysis, Sales, Business Development, Human Resources, Leadership, New Business Development, Interviews, E-Learning, Time Management, Selling, Needs Analysis
Education
University of Maryland Baltimore County 2011 — 2013
Master of Arts (M.A.), Instructional Systems Development, 4.0 GPA
University of Iowa - Henry B. Tippie College of Business 1987 — 1989
BBA, Finance
Fairview Real Estate Solutions November 2014 - Present
Wells Fargo Bank, N.A January 2008 - October 2014
Wachovia Bank, N.A March 2005 - December 2007
IVI International, Inc March 2003 - September 2004
MortgageRamp.com May 2000 - September 2002
Skills
Banking, Loans, Portfolio Management, Credit Analysis, Credit, Investments, Finance, Mortgage Lending, Financial Analysis, Due Diligence, Real Estate, Valuation, Commercial Lending
Education
Central Piedmont Community College
Business Management
Union Community College
Business Management
Wells Fargo Bank January 2011 - Present
Wachovia 2000 - 2009
Wachovia Bank, N.A. January 2005 - February 2007
Skills
Portfolio Management, Banking, Sales Management, Sales, Leadership, Relationship Management, Financial Analysis, Treasury Management, Financial Services, Cash Management, New Business Development, Process Improvement, ACH, Internet Banking, Loans, Electronic Payments, Payments, Treasury Services, Cross Selling, Treasury, Credit Cards, Payment Systems, Executive Management, Financial Institutions, Merchant Services, Payment Card Processing
Education
University of North Carolina at Charlotte 2002 — 2007
Bachelor of Science (BS), Psychology with a minor in Biology
University of North Carolina at Charlotte 1994 — 1997
B S, Psychology
Mindseeker November 2009 - Present
Wachovia July 2007 - November 2009
Wachovia July 2005 - July 2007
Wachovia Bank N.A. August 2003 - May 2005
Wachovia Bank N.A. May 2000 - July 2003
Skills
Recruiting, Banking, Business Analysis, Project Management, Finance, Temporary Placement, Accounting, Talent Acquisition, Technical Recruiting, Financial Services, Sourcing, Vendor Management, Applicant Tracking..., Contract Recruitment, Executive Search, Risk Management, Process Improvement, Relationship Management, Internet Recruiting, Talent Management, Benefits Negotiation, Program Management, Leadership, PeopleSoft, Sales, Staffing Services, College Recruiting, SDLC, Staff Augmentation, Team Leadership, Temporary Staffing, Onboarding, Training, Consulting, Resource Management, Management, Management Consulting, CRM, Account Management, Information Technology, Search, Professional Services, Business Development, Human Resources, Permanent Placement, Performance Management, Interviews, Screening Resumes, Mergers & Acquisitions, Operations Management
Education
Saint Bonaventure University 1994 — 1999
Bachelor of Arts (B.A.)
Saint Bonaventure University 1994 — 1999
Master of Business Administration (MBA)
AVIS May 2015 - Present
Quench USA, Inc. November 2012 - April 2015
Wachovia Bank, N.A February 2010 - December 2010
CVS Pharmacy July 1997 - September 2009
Skills
Payroll, Customer Service, Retail, Management, Sales, Invoicing, Loss Prevention, Policy, Internal Audit, Store Management, Store Operations, Visual Merchandising, Merchandising, Driving Results, Retail Sales, Inventory Control, Profit, Inventory Management, Planograms, Shrinkage, New Store Openings, Product Knowledge, POS, Time Management, Employee Training, Telephone Skills, New Hire Training, Cash Handling Experience, Hiring Employees, Inventory, Leadership, Account Management, Customer Satisfaction
Education
Star Technical Institute
Thompson Institute
Germantown-Lankenau High School
Diploma
Wells Fargo Private Bank June 2013 - Present
Wells Fargo Bank January 2010 - Present
Wachovia Bank N.A. January 2008 - December 2009
Wachovia Bank 2005 - 2007
Skills
Investments, Series 7, Retirement Planning, Banking, Small Business Lending, Private Banking, Loans, Wealth Management, Credit, High Net Worth..., Mortgage, Cash Management, Lines Of Credit, Custom Credit, Credit Risk, Balance Sheet Review, Series 66, Private Foundations, Holistic Financial...
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
BS Management, Business Management, Economics
Oglethorpe University 2013 — 2014
Certified Financial Planner
Regions Financial Corporation May 2014 - Present
Brasfield & Gorrie General Contractors May 2007 - February 2014
Wachovia Bank, N.A. February 2005 - April 2007
SouthTrust Bank February 1995 - February 2005
Compass Bank March 1988 - January 1995
Skills
Risk Management, Financial Analysis, Due Diligence, Financial Reporting, Excel, Credit Risk, Credit Analysis, Accounting, Analysis, Finance, Banking, Credit, Financial Risk, Microsoft Excel
Education
University of North Alabama 1982 — 1987
Spp Designs October 2010 - Present
Wachovia Bank N.A. February 2004 - January 2010
Johnson C. Smith University May 1999 - May 2003
Skills
Customer Service, Microsoft Excel, Access, Strategic Planning, Microsoft Word, PowerPoint, Microsoft Office, Public Speaking, Social Networking, Financial Reporting, Event Planning, Social Media, Marketing, Fundraising, Salesforce.com, Nonprofits, Administration, Research, Management, Auditing, Leadership, Public Relations
Education
University of Phoenix
Business Administration and Management, General
Richmond University Medical Center April 2015 - Present
Vigorito, Barker, Porter, Moody & Patterson, LLP January 2015 - April 2015
Bartlett, McDonough & Monaghan, LLP December 2007 - January 2015
Shaub, Ahmuty, Citrin & Spratt, LLP June 2003 - December 2007
Kings County District Attorneys Office September 2001 - June 2003
Wachovia Bank N.A. January 1995 - August 1998
Skills
Civil Litigation, Insurance Law, Professional Liability, Municipal Law, Products Liability, Premises Liability, Civil Rights Litigation, Healthcare, Public Liability, Product Liability, Torts, Medical Malpractice, Wrongful Death, Personal Injury..., Trial Practice, Legal Research, Legal Writing, Commercial Litigation, Mediation, Health Law, Professional Malpractice, Litigation Management
Education
North Carolina Central University School of Law 1998 — 2001
Doctor of Law (J.D.), Law
Fayetteville State University 1990 — 1994
Bachelor of Science (BS), Economics
Wells Fargo January 2015 - Present
Bank of America Merrill Lynch July 2014 - December 2014
Bank of America April 2012 - August 2014
Bank of America Merrill Lynch October 2009 - April 2012
Bank of America August 2007 - November 2009
Commerce Bank 2006 - August 2007
BANCO LATINOAMERICANO DE COMERCIO EXTERIOR S.A. - BLADEX 2005 - 2006
Wachovia Bank, N.A. 2000 - 2005
Union Planters Bank 1997 - 2000
Hamilton Bank 1994 - 1997
Skills
Loans, Correspondent Banking, Syndications, Insurance, Global Finance, Financial Institutions, Structured Products, Leadership, Working Capital..., Credit, Banking, Credit Analysis, Commercial Banking, Cash Management, Liquidity Management, Structured Trade, Supply Chain Management, Logistics, Risk Management, Global Trade Management, Trade Finance, Factoring, Forfaiting, Corporate Banking, International Trade, Latin America, Financial Risk, Capital Markets, Commercial Lending, Credit Risk, Asset Based Lending, Trading, Finance, Financial Services, Investments, Foreign Exchange, AML, Treasury Services, Financial Transactions, Portfolio Management, Retail Banking, Treasury Management, Commodity, Credit Cards, Investment Banking, Structured Finance, Relationship Management, Treasury, Financial Structuring
Education
University of Miami - School of Business 2000 — 2001
Master of Business Administration, International Business
University of Miami - School of Business 1990 — 1994
Bachelor of Business Administration, International Finance and Marketing
Antilles Military Academy 1984 — 1990
High School Diploma, Leadership Training
AXA Advisors, LLC November 2012 - Present
Wells Fargo January 2009 - June 2012
Wachovia Bank N.A. June 2007 - January 2009
Wachovia Bank, N.A. July 2005 - January 2007
Skills
Portfolio Management, Investments, Financial Services, Wealth Management, Asset Allocation, Personal Financial..., Insurance, Finance, Series 63, Strategy, Leadership, Equities
Education
South Carolina State University
Bachelor of Science (B.S.), Marketing
PNC Wealth Management July 2012 - Present
Wells Fargo Bank July 2010 - July 2012
Wachovia Bank N.A. May 2008 - July 2010
Wachovia Mortgage Corporation June 2007 - May 2008
Skills
•Well-developed..., •Excellent..., • Comfortable working..., • Energetic,..., • Proficient in Windows..., Mortgage Lending, Finance, Management, Loans, Investments, Training, Microsoft Office, Selling, Sales Management, Sales, Banking, Financial Analysis, Analysis
Education
Penn State University 2003 — 2007
Bachelor of Science in Business Marketing, Business, Management, Marketing, and Related Support Services
NC Center for Nonprofits October 2014 - Present
Parker,Pollard, Wilton & Peaden P.C. July 2013 - April 2014
ABB 2014 - 2014
ABB 2014 - 2014
Robinson, Farmer Cox Associates January 2013 - May 2013
Faithful Fiduciary Services March 2012 - October 2012
The Newport Group 2005 - 2011
Byron Financial LLC 2003 - 2005
Wachovia Bank N.A. 2000 - 2002
Wachovia Bank N.A. 1998 - 2000
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, Employee Benefits, Financial Planning, Management Consulting, Trust & Estate..., Analysis, Investments, Finance, Internal Audit, Accounts Payable
Education
Virginia Commonwealth University - School of Business
MBA, Accounting
The College of William and Mary - The Mason School of Business
BBA, Accounting
Mount Vernon High School
High School Diploma, College Prep
BCG & Company August 2009 - July 2011
Universal American Corporation April 2009 - May 2009
H & R Block January 2009 - March 2009
Wachovia Bank, N.A. June 2006 - October 2008
Prudential Network Realty June 1999 - May 2006
Buyers Broker Realty December 1996 - June 1999
Bil-Jac Foods, Inc September 1994 - April 1996
Skills
Accounts Payable, Accounts Receivable, Teamwork, Accounting, Administrative Support, Quickbooks, Excel, Customer Service, Microsoft Office, Billing, Invoicing, Tax, Word, Outlook, Access, PowerPoint, Problem Solving, Data Entry, General Ledger, Reconciliation, Bookkeeping, Scheduling, Spreadsheets, Balance
Education
University of Phoenix 2011 — 2013
Bachelor of Science, Accounting, 3.5
Axia College / University of Phoenix 2009 — 2011
Associate of Arts, Health Care Administration, 3.5
University of Akron 1990 — 1992
no, Business Administration and Accounting
Wadsworth Senior High School 1986 — 1990
Diploma, Prep, 3.5
Duke Energy Corporation August 2010 - Present
The Moth November 2013 - November 2013
The Moth May 2013 - May 2013
The Moth December 2012 - December 2012
The Moth June 2012 - June 2012
N/A February 2008 - July 2010
Wachovia Bank N.A. 2004 - 2008
Wachovia Bank N.A. 2002 - 2004
Wachovia Bank Card Services 1999 - 2002
Wachovia Bank Card Services 1995 - 1999
Skills
Customer Experience, Business Process, Public Speaking, Process Improvement, Customer Relations, Six Sigma, Storytelling, Team Building, Cross-functional Team..., Management, Customer Service, Leadership, Customer Satisfaction, Blogging, Customer Engagement, Employee Engagement, Organizational..., Business Analysis, Program Management, Strategy, Business Process..., Project Planning, Strategic Planning, Change Management
Education
Central Piedmont Community College 2004 — 2004
Certificate, Six Sigma Green Belt Certification
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2000
Certificate, Wachovia Executive Leadership Program
University of Tennessee-Knoxville 1977 — 1981
B.A., Psychology
BSA/AML ANALYST-CONSULTANT November 2013 - Present
International Air Transport Association (IATA) 2010 - Present
Independent Contractor February 2008 - October 2010
Citibank August 2006 - February 2009
Banco de Chile Miami Branch 2006 - 2009
Banco de Chile August 2006 - February 2008
WACHOVIA BANK N.A. April 2006 - August 2006
Total Bank 2005 - 2005
BANK OF AMERICA January 1998 - January 2004
Bank of America 1998 - 2004
Skills
Mergers & Acquisitions, Project Management, Finance, Banking, CRM, Loans, Financial Analysis, Financial Services, Management, Leadership, Due Diligence, Research, Contract Management, Risk Management, Credit, Customer Service, Spanish, AML, Private Banking, Commercial Banking, Budgets, Microsoft Office, Sales, Operations Management, Microsoft Excel, Change Management, Marketing, Coaching, Accounting, Analysis, Business Analysis, Business Strategy, Portfolio Management, Software Documentation, Business Development, Team Management, Process Improvement, Operational Risk..., Management Consulting, Operational Risk, Retail Banking, Fraud, Business Process..., Financial Risk, Internal Audit, Credit Cards, Enterprise Risk..., Credit Risk, Corporate Finance, KYC
Education
Syracuse University 1985 — 1989
Bachelor of Arts (BA), Psychology
Colegio Marista 1973 — 1985
HS Diploma
BBVA Compass September 2012 - Present
BBVA Compass September 2012 - January 2014
Comerica Bank January 2011 - August 2012
Wachovia Bank N.A. February 1996 - September 2010
Wachovia Bank October 2007 - July 2010
Wachovia Bank June 2006 - October 2007
Wachovia Bank January 2005 - June 2006
Wachovia Bank 2002 - 2005
First Union National Bank 1996 - 2002
Barnett Bank, N.A. 1986 - 1996
Skills
Credit, Small Business Lending, Cash Flow Analysis, Leadership, Commercial Banking, New Business Development, Loans, Sales Management, Retail Banking, Sales, Finance, Six Sigma, Consumer Lending, Financial Services, Customer Service, Management, Risk Management, Process Management, Life & Health Insurance..., Banking
Education
Kaplan University 2009 — 2011
Associates, Business Adminstration
EY October 2014 - Present
EY July 2009 - Present
The Economist Intelligence Unit (The EIU) January 2010 - December 2010
Earth Institute Center for Environmental Sustainability 2008 - 2008
Proexport Colombia December 2005 - July 2007
La Nota Economica May 2005 - December 2005
Wachovia Bank N.A. May 2004 - May 2005
Correval S.A. 2003 - 2003
Skills
Economics, International Trade, Policy, Investments, Emerging Markets, Financial Analysis, Transfer Pricing..., Restructuring, International..., Finance, Market Research, Strategic Planning, Entrepreneurship
Education
Columbia University - School of International and Public Affairs 2007 — 2009
Master, International Economic Policy
Universidad de Los Andes 2005 — 2005
Specialization, Negotiation & International Affairs
IECS (Business School) 2003 — 2004
Bachelor of Science, Economics
Universidad de Los Andes 1999 — 2004
B.A., Economics
University of Maryland College Park New Venture Finance: Startup Funding for Entrepreneurs
Medway Community Church July 2012 - April 2014
Wachovia Bank, N.A July 2003 - May 2008
PFPF Inc. December 1999 - June 2003
First Data Corp, Formerly TSSG January 1999 - January 2000
First Data Corp - Formerly TSSG August 1995 - January 1999
First Data Corp - Formerly TSSG June 1990 - August 1995
First Data Corp - Formerly TSSG November 1989 - May 1990
First Data Corp - Formerly TSSG February 1989 - November 1989
First Data Corp - Formerly TSSG June 1988 - February 1989
Skills
Project Management, Strategy, Risk Management, Budgets, Management, Leadership, Business Planning, Program Management, Consulting, SDLC, Executive Management
Education
Bentley College 1995 — 1997
Pension Certificate Program
Calvin College 1983 — 1987
B.A, Political Science
Project Management Institure
PMP Certification
Arbutus Services, LLC June 2014 - Present
I-Cubed December 2013 - May 2014
I-Cubed December 2012 - December 2013
Wells Fargo May 2008 - December 2012
Wachovia Bank, N.A. May 2002 - May 2008
Wachovia Bank, N.A. June 1998 - May 2002
Skills
Credit, Loans, Commercial Lending, Portfolio Management, Expense Management, Risk Management, Financial Analysis, Mergers, Leadership, Finance, Business Development
Education
UNC Chapel Hill 1994 — 1998
Bachelor of Business Administration (BBA), Finance
TCG Consulting March 2013 - Present
Carolina Raptor Center April 2011 - Present
aVERT Energy September 2011 - December 2012
MICROBAN INTERNATIONAL LTD September 2008 - November 2010
Wachovia Bank April 2003 - December 2007
Wachovia Bank N.A. January 2002 - April 2003
First Union National Bank September 2000 - January 2002
Championship Produce Inc. May 1999 - July 2000
Arthur Andersen Business Consulting January 1998 - May 1999
ADDISON WHITNEY INC January 1997 - January 1998
Skills
Marketing Strategy, Cross-functional Team..., Strategic Planning, Analysis, Strategy
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Marketing
Georgetown Prep
Georgetown Prep
Roanoke College
BBA, Business
NetSpend Corporation November 2010 - Present
Bankers Bank Card Services March 2003 - March 2010
Cornerstone Payment Systems October 2001 - March 2003
Wachovia Bank, N.A March 1997 - June 2001
Skills
Relationship Management, Account Management, Vendor Management, Call Center, Process Improvement, Customer Satisfaction, Risk Management, Customer Service, Project Management, Product Management, Team Leadership, Training
Education
Shorter University-College of Adult & Professional Programs 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Community College of Philadelphia 1988 — 1989
Bachelor's degree, Business/Corporate Communications
PNC Financial Services December 2011 - April 2012
RBC Bank USA April 2011 - March 2012
RBC Bank January 2008 - April 2011
RBC Centura Bank January 2005 - January 2008
Wachovia Bank, N.A. June 2003 - January 2005
Skills
Banking, Loans, Treasury Management, Mortgage Lending, Retail Banking, Financial Analysis, Credit Risk, Risk Management, Selling, Cross Selling, Consumer Lending, Management, Small Business Lending, Commercial Lending, Customer Service, Cash Management, Commercial Banking, Credit, Portfolio Management, Sales, Asset Management, Finance, Wealth Management, Valuation, Credit Analysis, Lines Of Credit, Real Estate, Due Diligence, Investments, Asset Managment, Financial Modeling, Cash Flow, Training, Commercial Mortgages, Relationship Management
Education
University of Florida - Warrington College of Business Administration 1999 — 2003
B.S., Finance
Capital One October 2012 - Present
Allstate June 2012 - September 2012
State Farm Insurance October 2011 - May 2012
Sun America Financial Group (VALIC) August 2011 - October 2011
J.P. Morgan Chase April 2010 - June 2011
Wachovia, A Wells Fargo Company August 2009 - March 2010
Wachovia Bank N.A. December 2008 - January 2010
Wachovia Bank N.A. April 2006 - December 2008
Skills
Banking, Financial Planning, Home Equity Lines of..., IRA Rollovers, Roth IRA, IRA's, 401 K Rollovers, Retirement Savings, Loans, Customer Service, Retirement, Savings, 401k, Credit, Mortgage, Financial Analysis, Small Business, Retail Banking, B2B, B2B Marketing, Outside Sales, Business Development, Sales, Direct Sales, Sales Management, Small Business Lending, Commercial Lending, Small Business..., New Business Development, Commercial Banking, Financial Services, Finance, Personal Finance, Cross Selling, Relationship Management, Residential Mortgages, Lines Of Credit, Consumer Lending, Loan Origination, Selling, Wealth, Asset Allocation, Personal Banking, Commercial Mortgages, Refinance, Home Equity Loans, High Net Worth..., Mortgage Banking, Mortgage Lending
Education
Stephen F. Austin State University 2000 — 2001
Cy-Fair High School 1996 — 2000
Hill and Associates LLC May 2008 - Present
Wachovia Insurance Services May 2007 - July 2008
Wachovia Bank, N.A.
Tampa Housing Authority December 2002 - May 2003
Hillsborough County-Children's Board July 2001 - October 2002
Metropolitan Life "MetLife" Insurance Co. May 1997 - May 2001
Capital One, FSB April 1996 - May 1997
Skills
Financial Reporting, Compliance, Budgeting, Problem Solving, Insurance, Microsoft Office Suite, Notary Public
Education
University of South Florida 2009 — 2010
Certificate, Project Management
Tampa College 1992 — 1993
Masters, Business Administration
University of Maryland College Park 1985 — 1989
B.A., Economics
PNC December 2014 - Present
PNC June 2013 - November 2014
PNC February 2012 - June 2013
PNC September 2010 - February 2012
Wachovia, A Wells Fargo Company February 2010 - September 2010
Wachovia Bank N.A. January 2010 - February 2010
Wachovia Bank N.A. May 2009 - December 2009
Wachovia Securities February 2008 - April 2009
Wachovia Bank May 2005 - January 2008
Skills
Employee Engagement, Sales Management, Operational Excellence, Risk Mitigation, Employee Development, Customer Service, Customer Retention, Customer Acquisition, Community Outreach, Sales Analytics, Expense Management, Customer Engagement, Partner Management, Risk Management, Business Analytics, Recruiting, Loans, Training, Management, Coaching, Sales, Small Business Lending, Banking, New Business Development, Commercial Lending, Cross Selling, Finance, Investments, Credit, Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Political Science, History, Finance
TJHSST
595th Transportation Brigade (SDDC) January 2015 - Present
1192nd Deployment and Distribution Support Battalion June 2014 - Present
1186 Deployment and Distribution Support Battalion September 2013 - July 2014
Wells Fargo September 2013 - December 2013
2nd Battalion, 18th Field Artillery Regiment May 2010 - August 2013
Wachovia Bank, N.A January 2004 - November 2009
Skills
HR Solutions, Banking, Finance, Operations Management, International Relations, Team Building, HRIS, Human Resources, Leadership, Management, Mergers & Acquisitions, Strategic Planning, Teamwork, CRM, Project Planning, Team Leadership, Military Operations, Military Experience, Security Clearance, Military, Microsoft Office, Operational Planning, Program Management, Command
Education
Florida International University
B.B.A; Bachelor of Business Administration, International Business/Trade/Commerce
Police Academy
Police Academy
United States Army
Commission
Wells Fargo June 2013 - Present
Bank of America June 2012 - June 2013
Bank of America August 2011 - May 2012
Wells Fargo January 2011 - July 2011
Bank of America January 2010 - December 2010
Wells Fargo June 2009 - December 2009
Bank of America June 2008 - April 2009
Bank of America January 2008 - May 2008
Wachovia Bank, N.A. December 1997 - January 2008
Skills
Vendor Management, Project Management, Customer Service, Business Analysis, Account Management, Process Improvement, CRM, Leadership, Strategic Planning, Microsoft Office, Requirements Analysis, Active Directory, Banking, Analysis, Data Warehousing, Visio, Risk Management, Oracle, SharePoint, Financial Analysis, Business Process
Education
University of North Carolina at Charlotte
The Scotts Miracle-Gro Company April 2015 - Present
The Scotts Miracle-Gro Company October 2014 - April 2015
The Scotts Miracle-Gro Company August 2012 - October 2014
The Scotts Miracle-Gro Company June 2011 - August 2012
The Scotts Miracle-Gro Company January 2011 - June 2011
Wachovia Bank N.A. March 2010 - August 2010
Gaston Outdoor Advertising, Inc. December 2005 - May 2009
Skills
Management, Financial Analysis, Business Development, Strategy, Analysis, Microsoft Office, Key Account Management, Competitive Analysis, Accounting, Advertising, Account Management, Forecasting, Supply Chain..., Corporate Communications, Business Analysis, Consumer Products, Promotional Analysis, SAP ERP, SAP BW, Microstrategy, Retail, JMP, Decision Trees
Education
Emory University - Goizueta Business School 2014 — 2017
Master of Business Administration (MBA)
University of West Georgia 2004 — 2009
B.B.A., Finance
UNC Charlotte Center City February 2012 - Present
UNC Charlotte September 2004 - January 2012
Wachovia Bank, N.A. June 2004 - August 2004
Brisch’s of Carolina and Discount Bridal & Formal Fashions 1992 - 2001
Spherion September 1999 - September 2000
Skills
Event Management, Event Planning, Newsletters, Public Relations, Press Releases, Leadership, Budgets, Customer Service, Editing, Management, Sales, Research, Program Management, Analysis, Sales Management
Education
UNC Charlotte 2001 — 2003
B.A., Communication Studies; Public Relations
Primax Properties, LLC April 2004 - Present
American Asset Corporation April 2003 - March 2004
Crosland, LLC May 2000 - March 2003
Wachovia Bank, N.A. June 1993 - June 1998
Skills
Real Estate, Land Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Real Estate
University of North Carolina at Chapel Hill 1989 — 1993
BA, Economics
WayneTheCoach July 2006 - Present
Copper Beech Condominium 2005 - 2015
Copper Beech Condominium 2005 - 2015
Wachovia Bank N.A. June 2001 - September 2007
Sobers Chevrolet Inc. January 1989 - December 1989
Bedford Stuyvesant Restoration Corporation June 1985 - June 1987
Black Enterprise 1971 - 1987
Skills
Coaching, Leadership Development, Executive Coaching, Small Business, Public Speaking, Career Development, Strategic Planning, Motivational Speaking, Organizational..., Team Building, Leadership, Performance Management, Change Management, Business Coaching, Staff Development, Employee Engagement, Analysis, Nonprofits, Conflict Resolution, Employee Benefits, Employee Training, Entrepreneurship, Management Consulting, Management Development, Organizational..., Personal Development, Strategy, Training, Training Delivery, Workshop Facilitation
Education
Baruch College, City University of New York (CUNY) 1966 — 1972
MBA, International Business
City University of New York City College 1954 — 1959
BS, Meteorology
Wells Fargo August 2015 - Present
BankUnited April 2013 - July 2015
Citi November 2010 - April 2013
Wells Fargo September 1993 - October 2010
Wachovia Bank N.A. 1998 - 2000
Banco de Credito del Peru August 1990 - August 1993
Skills
Loans, Credit, Commercial Banking, Mortgage Lending, Finance, Investments, Small Business Lending, Cross Selling, Lines Of Credit, Consumer Lending, Investment Properties, Cash Management, Commercial Lending, Portfolio Management, Banking, Business Development, Customer Service, Credit Analysis, Real Estate, Sales, Relationship Management, Financial Risk, Commercial Mortgages, Retail Banking, Wealth Management, Loan Origination, Equities, Series 6, Retirement Planning, Investment Advisory, Home Equity Lines of..., Financial Advisory, Merchant Services, Home Equity Loans, Branch Banking, Refinance, Residential Mortgages, Investment Banking, Branch Management, Deposits, Series 63, Asset Based Lending, Securities, Mutual Funds, Credit Cards, Insurance, Treasury Management, Financial Services, Mortgage Banking, Private Banking
Education
Broward Community College
Instituto Cultural Peruano Norte Americano (ICPNA) 1990 — 1993
English as a Second or Foreign Language
Instituto San Ignacio de Loyola
International Banking
Universidad Inca Garcilaso de la Vega
Small Business Administration/Management
Champagnat, Lima Peru 1976 — 1986
High School, Finance, General
BB&T 2012 - 2015
BB&T 2006 - 2012
WACHOVIA BANK, N.A 2005 - 2006
RESOURCES CONNECTION/MORTGAGERAMP 2001 - 2005
CAPMARK SERVICES 1998 - 2001
MetLife 1997 - 1998
Skills
Internal Audit, Auditing, Sarbanes-Oxley Act, Commercial Mortgages, Finance, Due Diligence, Portfolio Management, Credit, Asset Management, Capital Markets, Loans, Financial Risk, Accounting, Banking, Corporate Finance, Financial Analysis, Mortgage Lending, Investments, Internal Controls, Risk Management, Enterprise Risk..., Analysis, Commercial Banking, Loan Origination, Commercial Real Estate, GAAP, Underwriting, Structured Finance, Investment Banking, Credit Analysis, Financial Services, Financial Modeling, Financial Reporting, Restructuring, Budgets, Financial Structuring, Commercial Lending, Financial Accounting, Management, Leadership, Credit Risk
Education
University of South Florida
Bachelor of Science, Finance/Accounting
University of New Hampshire March 2014 - Present
Bottomline Technologies March 2013 - March 2014
Hesser College November 2009 - March 2013
Hesser College January 2008 - November 2009
Bank of America October 2006 - January 2008
Wachovia Bank, N.A December 2005 - October 2006
University of Maine at Presque Isle May 2000 - September 2002
Skills
CampusVue, Data Entry, Student Financial Aid, Higher Education, Analysis, Accounts Receivable, Educational Technology, Academia, Customer Service, Research, Retaining Customers, Policy, Enrollment Management, Admissions, Student Affairs, Customer Retention, Management, Microsoft Excel, Resume Writing, Leadership, Adult Education, Public Speaking, Sales, Event Planning, Microsoft Office
Education
University of Maine at Presque Isle 1997 — 2002
B.A., Business Management
University of Maine at Presque Isle 1997 — 2002
B.A, Business Management
Delta Air Lines October 2013 - Present
Social Sola, LLC. May 2010 - Present
AL DIA Foundation March 2014 - September 2014
Delta Air Lines April 2012 - October 2013
NHS Management Services Co., Inc. October 2008 - July 2011
Wachovia Bank N.A. May 2007 - July 2008
Wachovia Bank N.A. September 1998 - May 2007
First Union National Bank October 1998 - October 2002
Skills
Twitter, Social Media, Social Media Monitoring, Social Networking, Social Media Marketing, Non-profit Marketing, Non-profit..., Social Media Development, Facebook, LinkedIn, YouTube, Email Marketing, Website Development, Website Management, Promoting Events, Webmaster Services, Promotions, Non-profits, Marketing, Nonprofits, Online Advertising, Social Media Measurement, Marketing Strategy, New Business Development, Advertising, Training, Entertainment, Entrepreneurship, Account Management, Analysis, Blogging, Customer Service, Event Management, Event Planning, Fundraising, Management, Online Marketing, Program Management, Public Relations, Sales, Small Business, Time Management, Lead Generation, Leadership, Marketing Communications, Negotiation, Networking, Newsletters, Sponsorship, Public Speaking
Education
Eastern University 1989 — 1991
John W. Hallahan Catholic Girls High School 1985 — 1989
Diploma
Wells Fargo June 2011 - Present
Wells Fargo September 2010 - June 2011
Wells Fargo June 2010 - August 2010
Lupine Group June 2009 - July 2009
Wachovia Bank N.A. May 2008 - August 2008
Skills
Customer Service, Leadership, Business Analysis, Sales, Risk Management, Banking, Financial Analysis, Marketing, Financial Services, Process Improvement, Analysis, Public Speaking, Team Building, Budgets, Management, Business Strategy, Non-profit..., Non-profit Leadership, Community Development, Events Coordination, Corporate Fundraising, Volunteer Recruiting, Relationship Management, Product Management, Market Research
Education
Spelman College 2006 — 2010
B.A. Psychology, Psychology
Concord-Carlisle High School 2002 — 2006
High School Diploma, Regular/General High School/Secondary Diploma Program
Deutsche Bank June 2007 - Present
Citi June 2005 - June 2007
Wachovia Bank N.A. June 2004 - June 2005
UBS Investment Bank March 2000 - June 2004
Bank of America January 1996 - March 2000
Skills
Valuation, Capital Markets, Portfolio Management, Commodity, Corporate Finance, Financial Modeling, Derivatives, Commodity Markets, Investment Banking, Risk Management, Private Equity, Asset Management, Trading, Financial Structuring, Financial Risk, Hedging
Education
University of Houston
Bachelor of Business Administration, Finance, General
Wells Fargo Bank, N.A. January 2015 - Present
Wells Fargo Bank, N.A. January 2013 - December 2014
Wells Fargo Bank, N.A. August 2009 - December 2012
Wachovia Bank, N.A. June 2007 - July 2009
Skills
Commercial Banking, Sales Management, Wealth Management, Financial Analysis, Treasury Management, Credit Analysis, Finance, Banking, Financial Services, Commercial Lending, Team Leadership, Commercial Aviation, Relationship Management, Credit, Financial Modeling, Portfolio Management, Leadership, FX Options, Underwriting, Cross Selling, Business Development, Small Business
Education
University of Louisville 1999 — 2003
Finance
BB&T February 2015 - Present
BB&T October 2011 - February 2015
BB&T August 2006 - October 2011
BB&T March 2006 - August 2006
Wachovia Bank, N.A August 2005 - February 2006
Subway December 2001 - August 2005
Skills
Banking, Risk Management, Business Analysis, Credit, Disaster Recovery, Vendor Management, Financial Analysis, Process Improvement, Retail Banking, Financial Services, Project Management, Management, Call Centers, Software Documentation, Customer Service, Sales, Auditing
Education
North Carolina Wesleyan College 2003 — 2007
Bachelor Degree, Business Administration
North Carolina Wesleyan College 2003 — 2007
Bachelor Degree, Computer Information Systems
T.R.U.T.H. Preparatory Academies August 2015 - Present
Reggie Gaffney For City Council District 7 Campaign January 2015 - June 2015
SunTrust Bank February 2011 - January 2014
PHH Mortgage September 2009 - January 2011
Eddie Key Law Firm June 2009 - June 2010
Wachovia Bank N.A. July 2008 - July 2009
Wachovia Bank N.A. June 2004 - July 2008
Skills
Customer Service, Banking, Leadership, Microsoft Office, Credit, Risk Management, Access, Budgets, Microsoft Excel, Outlook, PowerPoint, Financial Analysis, Program Management, Payroll, •STM Desktop•Digital..., Events Coordination, Nonprofits, Networking, Training, Public Speaking, Management
Education
DeVry University's Keller Graduate School of Management-Georgia 2008 — 2011
MPA, Public Administration With An Emphasis In Non Profit, Graduate School
Johnson C. Smith University - JCSU 2002 — 2006
BA, Criminology/Buisness Management Minor Pre Law, Undergraduate
South State Bank August 2003 - Present
WACHOVIA BANK, N.A. February 1989 - August 2003
Skills
Commercial Lending, Residential Homes, Mortgage Lending, Loan Origination, Credit Analysis, Loans, Mortgage Banking, Real Estate, Refinance, Construction Loans, Leadership, Credit, Customer Service, USDA, Sales Management, Selling, Real Estate Transactions, VA loans
Education
University of South Carolina - Darla Moore School of Business 1984 — 1988
BS, REAL ESTATE
Avondale Artworks Art Gallery and Custom Framing July 2009 - Present
Jax Federal Credit Union October 2007 - August 2009
Community First Credit Union June 2006 - October 2007
Community First Credit Union December 2005 - June 2006
Wachovia Bank, N.A. March 1999 - December 2003
First Union January 1996 - December 1999
First Union January 1991 - December 1995
Skills
Project Management, Program Management, Department..., Project Planning, Recruiting, Symitar, Banking, Small Business Lending, Consumer Lending, Project Coordination, Asset Based Lending, Commercial Lending, Branch Banking, Galleries, Art Gallery, Artists, Fine Art, Contemporary Art, Abstraction, Public Art, Art, Painting, Acrylic, Exhibit Design, Art Exhibitions, Modern Art, Visual Arts, Oil Painting, Digital Photography, Interior Design, Mixed Media, Murals, Sculpture, Art History, Portraits, Art Education, Figurative Art, Curating, Still Life, Watercolor, Fine Art Photography, Photography, Museums, Portrait Painting, Digital Art, Retail Banking, Commercial Banking, Disaster Recovery
Education
University of Louisiana at Lafayette
Bachelor of Science in Business Administration, Human Resources Management/Personnel Administration, General
Amazon April 2015 - Present
Amazon November 2013 - April 2015
Amazon Fulfillment (Quidsi Fulfillment Center) January 2012 - November 2013
KGP Logistics 2009 - 2012
KGP Logistics 2007 - 2009
Wachovia Bank N.A. 2005 - 2006
Watson Wyatt 2001 - 2005
Skills
Process Improvement, Supply Chain Management, Demand Planning, Inventory Management, Analysis, Project Management, Forecasting, Training, Procurement, Microsoft Excel, Access Database, Microsoft Office, Six Sigma, Supply Chain..., Order Fulfillment
Education
University of Kansas - Graduate School of Business 2006 — 2007
MBA
Drake University 1998 — 2002
BSBA
Purdue University 2013 — 2013
Lean Six Sigma Green Belt Certification
Peapack-Gladstone Bank February 2014 - Present
Peapack-Gladstone Bank May 2013 - Present
M & T Bank May 2006 - May 2013
Wachovia Bank, N.A July 2003 - April 2006
First Union National Bank September 1995 - July 2003
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Moody's KMV Financial..., Loan Servicing, Account Management, Customer Oriented, Customer Service, Self-driven, Multi Tasking, Confidentiality, Business Planning, Sales, Analysis, Public Speaking, Financial Services, Loans, Data Analysis, Financial Analysis, Management, Leadership
Education
The Risk Management Association Commercial Lending School 2010 — 2010
LaSalle University 2004 — 2008
Master of Arts, Professional Communication
Rider University 1991 — 1995
Bachelor of Science, Business Mgmt. & Organizational Behavior
Vemma Healthcare Products June 2012 - Present
American Health and Rehab April 2011 - Present
Apex Consulting, Inc. October 2009 - December 2010
Wachovia Bank, N.A April 1998 - February 2009
RENAISSANCE WORLDWIDE, INC 1996 - 1998
LAVALLEE & ASSOCIATES 1995 - 1996
OKIDATA CORPORATION 1993 - 1994
ROLLINS TRUCK LEASING CORPORATION 1991 - 1992
BARNETT COMPUTING COMPANY (Barnett Bank) 1989 - 1990
CAP GEMINI AMERICA (Jacksonville, FL) 1983 - 1989
Skills
Visio, DB2
Education
Community College of Philadelphia 1968 — 1971
associate, Business Administration
Family Christian Stores February 2011 - November 2012
API Group, Inc 2009 - 2010
Perez Design, Inc. 2005 - 2009
Wachovia Bank, N.A. 1994 - 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Research, Time Management, Social Media, Photoshop, Outlook, Office Management, Office Administration, Inventory Control
Education
University of Florida 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General
U.S. Bank National Association December 2006 - Present
Wachovia Bank N.A. 2004 - 2006
SouthTrust Bank 2002 - 2004
AT&T Mobility November 1996 - November 2001
Skills
Relationship Management, Bonds, Customer Service, Sales, Telecommunications, Training, Team Building, Business Development, Account Management, Customer Experience, Customer Retention, Leadership, Finance
Education
Alabama Agricultural and Mechanical University 1990 — 1994
Bachelor of Science (B.Sc.), Marketing
C.W. Hayes High School
Philadelphia Housing Authority 2010 - June 2014
Wachovia Bank September 2001 - January 2008
Wachovia Bank N.A. January 2001 - January 2002
RE/MAX Main Street Realty & RE/MAX Tri-County Realty October 1998 - September 2001
Fifth Dimension March 1996 - October 1998
AT&T / NCR Global Information Systems September 1995 - April 1996
General Instruments Jerrold Communications 1996 - 1996
United States Air Force April 1982 - April 1992
Skills
Corporate Real Estate, Real Estate Project..., Organizational..., Project Portfolio..., Asset Management, Construction Management, Facility Development, Facilities Management, Facilities Operations, Security Operations, Program Management, Project Management, Project Planning, Facility Master Planning, Master Site Planning, Value Engineering, Contract Management, Vendor Management, Contract Negotiation, Operations Management, Innovation Development, Strategic Planning, Cross-functional Team..., Budgets
Education
Drexel University
Master of Science Candidate, Engineering Management & System Engineering - Concentration: Construction Management
Drexel University 1992 — 2009
Bachelor of Science: Engineering Sciences, Science Engineering; Major; Engineering Sciences: Minor Construction Mang.: Minor; Sustainable
Community College of Philadelphia 1992 — 1992
Associate, Major Electrical/Electronic Engineering Technology
Community College of the Air Force 1981 — 1992
Associate Degrees Awarded, Electronic Systems Technology, Military and Industrial Science & Technology
Pnc Bank Arts Ctr November 2013 - Present
Pennsylvania Trust Company July 2010 - November 2011
Wells Fargo June 2007 - July 2010
Wachovia Bank, N.A January 1997 - January 2010
Wells Fargo August 2003 - June 2007
First Union Bank October 2002 - August 2003
Union First Market Bank June 2000 - October 2002
CoreStates Bank N.A July 1997 - March 1999
PNC Bank N.A September 1995 - July 1997
Skills
Software Documentation, Due Diligence, Relationship Management, Financial Analysis, Accounting, Customer Service, Risk Management, Banking, System Administration, Leadership, Analysis, Finance, Training
Education
Lincoln University 2011 — 2013
MSA, Finance
Lincoln University 1982 — 1986
BS, Business Administration
Cannon Trust School
Elias & Company Inc. 2011 - Present
Staples Inc. 2009 - 2011
Wachovia Bank N.A. 2006 - 2009
US Concepts 2002 - 2005
Skills
Brand Management, Market Planning, Marketing, Marketing Communications, Marketing Strategy, Microsoft Office, New Business Development, Public Speaking, Sales, Sales Management, Sales Operations, Social Media Marketing, Strategic Planning, Direct Marketing, Business Development, Market Research, Email Marketing, Leadership, CRM
Education
Bryant University 1997 — 2001
Bachelor of Science (B.S.), Marketing
Motorola Solutions April 2012 - Present
Motorola Solutions January 2011 - January 2012
Motorola AirDefense Solutions December 2007 - January 2011
Micro Focus / Borland Software December 2009 - June 2010
Motorola AirDefense Solutions December 2007 - December 2009
US Army Chemical Soldier November 1996 - October 2008
IBM November 2000 - December 2007
ICG / NikoNET April 1998 - November 2000
Wachovia Bank N.A. April 1997 - April 1998
Skills
Salesforce.com, Siebel, Selling, Six Sigma, Pivotal, Solution Selling, Cloud Computing, SaaS, Enterprise Software, CRM
Education
US Army Chemical School 1996 — 1996
Chemical Operations Specialist, Chemical Operations
Kennesaw State University 1993 — 1995
General
Chattahoochee High School 1989 — 1993
College Prep Diploma, College Prep
Capital Guardian LLC September 2008 - April 2015
Wachovia Bank N.A. March 2001 - August 2008
Wachovia May 1998 - March 2001
GE Capital Mortgage Services Inc August 1994 - May 1998
Skills
Fixed Income trading, Investment Banking, Portfolio Management, Alternative Investments, Asset-backed..., Securitization, MBS, Capital Markets, Derivatives, Financial Structuring, Structured Products, Securities, Investments, Fixed Income, Financial Services, Valuation
Education
Quincy University 1988 — 1992
Bachelor of Science (B.S.), Finance, General
OrderUp May 2015 - Present
Sageworks February 2015 - April 2015
Sageworks January 2014 - January 2015
Sageworks, Inc. July 2012 - December 2013
UNC's Kenan-Flagler Business School August 2010 - May 2012
Imagineoptix, Inc. May 2011 - October 2011
Wachovia Bank, N.A. October 2006 - June 2010
DCR Apparel, LLC 2008 - May 2010
CollegeDeck, LLC January 2003 - May 2006
Montgomery County Judicial Center 2003 - 2005
Skills
Due Diligence, Entrepreneurship, Business Planning, Investments, Financial Modeling, Relationship Management, Financial Advisory, Strategic Financial..., Loans, Direct Sales, Finance, Portfolio Management, Project Management, Mergers & Acquisitions, Leadership, Sales, Strategy, Marketing Strategy, Mergers, CRM
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Entrepreneurship and Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2006
Bachelor of Science, Finance
Georgetown Prep
Wachovia Bank, N.A October 2008 - Present
Nokia February 2007 - August 2008
Meryll Lynch, USA January 2003 - February 2005
Education
University of Melbourne - Melbourne Business School 1998 — 2001
MA, Foreign Economics
Bank of America August 2010 - Present
Bank of America August 2009 - December 2011
Bank of America June 2008 - November 2009
Wachovia Bank N.A. December 2005 - August 2007
Skills
SAS, Quantitative Finance, Analytics, Statistics, Data Analysis, Economics, Research, Forecasting, Unix, R, Monte Carlo Simulation, Numerical Analysis, Financial Engineering, Quant, Time Series Analysis, Volatility, Access, Modeling, Econometrics, Financial Modeling, Bloomberg, VBA, Quantitative Analysis, Macroeconomics, Quantitative Analytics, Statistical Modeling, Investments, Stress Testing, Bloomberg Terminal
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2008
Master's, Mathematical Finance
University of North Carolina at Wilmington 2001 — 2005
BS, Finance and Economics
University of Newcastle 2003 — 2003
International Finance and Economics
Bank of America May 2012 - Present
Bank of America February 2012 - May 2012
Fidelity National Finance June 2009 - February 2010
Wachovia Bank November 2006 - March 2009
Wachovia Bank June 2005 - November 2006
Wachovia Bank, N.A. January 2003 - June 2005
Education
University of North Florida 1997 — 2002
B.A, Political Science
MCDADECUSTOM KNIVES 2010 - Present
Wachovia Bank, N.A. June 1972 - Present
Education
University of North Carolina at Charlotte 1968 — 1970
Wachovia Bank, N.A. February 2004 - Present
Wachovia Bank, N.A. February 2004 - December 2005
Education
University of Phoenix 2001 — 2003
BS, Business Management
Sara Gilbane Interiors March 2014 - Present
Biltmark Corp October 2009 - December 2013
Wells Fargo October 2008 - October 2009
Wachovia Bank, N.A. June 2007 - October 2008
Biltmark Corporation May 2006 - August 2006
Tribute Properties May 2005 - August 2005
Skills
Real Estate, Real Estate Economics, Asset Managment, Real Estate Development, Property Management, Valuation, Financial Modeling
Education
New York School of Interior Design 2014 — 2016
University of North Carolina at Chapel Hill 2003 — 2007
BSBA, Business
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
E2 Solutions, Inc. March 2007 - Present
Charlotte Area Human Resource Optimization Firm July 2013 - March 2015
APM Terminals November 2010 - August 2011
Versiant Corporation March 2007 - November 2010
Wachovia Bank N.A. October 2003 - March 2007
Bank of America March 1997 - April 2001
Accenture September 1990 - February 1997
Skills
Project Management, Management, Business Analysis, Business Process, Project Planning, Consulting, Software Development, Process Improvement, Program Management, Integration, IT Management, Change Management, Business Intelligence, Business Process..., Vendor Management, Performance Management, Banking, SDLC, PMO, Strategy, Leadership, Requirements Analysis, IT Strategy, CRM, PMP, Business Process Design, Project Portfolio..., Software Project..., Disaster Recovery, E-commerce, Data Center, Microsoft Project, Visio, ITIL, Application Architecture, Application Lifecycle..., Application Security, Data Analysis, BMC Remedy Ticketing..., IT Financial Management, Project Accounting, Microsoft Project Server, Risk Management, Cross-functional Team..., IT Service Management, Governance, Agile & Waterfall..., COBIT, Asana, Planview
Education
Dartmouth College 1986 — 1990
Bachelor of Arts, English
Wachovia October 2006 - Present
Wachovia Bank N.A. January 2004 - September 2006
Education
Union College 1993 — 1998
Wells Fargo November 2014 - Present
Wells Fargo January 2012 - Present
Wells Fargo Bank November 2008 - January 2012
Wachovia Bank, N.A. August 2007 - October 2008
Clobus, McLemore & Duke, Inc. August 2000 - July 2007
Skills
Valuation, Real Estate, Loans, Portfolio Management, Commercial Real Estate, Underwriting, Loan Origination, Commercial Lending, Negotiation, Appraisals, Restructuring, Real Estate Economics, Asset Managment, Credit, Credit Analysis, Analysis
Education
University of Florida - Warrington College of Business Administration 1999 — 2000
Masters, Real Estate
University of Florida - Warrington College of Business Administration 1995 — 1999
Bachelor, Business Administration
St Thomas Aquinas
BB&T August 2014 - Present
Regions Financial Corporation June 2013 - August 2014
Northwestern Mutual August 2012 - June 2013
The Spring of Tampa Bay November 2010 - August 2012
Raymond James Trust N.A. October 2005 - December 2010
Wachovia Bank February 2005 - October 2005
Wachovia Bank, N.A. November 2003 - February 2005
Wachovia Bank, N.A. October 2001 - November 2003
Skills
Wealth Management, Estate Planning, Banking, Strategic Financial..., Investments, Asset Managment, Credit, Retirement Planning, Portfolio Management, Insurance, Customer Service, Public Speaking, High Net Worth..., Microsoft Excel, Loans, Trusts, Series 63, Bonds, Cash Management, Fundraising, Sales, Asset Management, Finance, Financial Advisory, Wealth, Financial Services, Management, Wealth Management..., Business Development, Financial Planning
Education
Florida Bankers Associate Graduate Trust School 2006 — 2008
Grad I, Trust
University of Phoenix 2002 — 2007
BA, Business Management
The Newport Group September 2015 - Present
Clark Consulting, LLC February 2013 - September 2015
Clark Consulting, LLC June 2010 - February 2013
Clark Consulting, LLC April 2009 - June 2010
Clark Consulting, LLC August 2007 - April 2009
Clark Consulting, LLC November 2004 - August 2007
Vitafoam, Inc. May 2004 - November 2004
Wachovia Bank, N.A. May 2002 - April 2004
Guilford Technical Community College January 1998 - April 2002
Skills
Windows 7, Microsoft Office 2003, Microsoft Office 2007, Adobe Acrobat, Outlook, Crystal Reports 11, Oracle Applications, Accounting, Crystal Reports, Strategic Planning, Auditing, Employee Benefits, Leadership, Microsoft Excel, Insurance, Management, Sales, Process Improvement
Education
University of North Carolina at Greensboro 1997 — 2001
Bachelor of Science, Accounting
AXA Advisors November 2011 - Present
Northwestern Mutual Life 2008 - 2011
Wachovia Bank N.A. December 2005 - December 2007
Technical Alliance Recruiters 1999 - 2003
Skills
Risk Management, Retirement Planning, Qualified Retirement..., Special Needs Planning, Business Planning ..., Estate Tax Planning, Executive Planning..., College Funding..., Tax-efficient Investing, Special Needs
Education
Fisk University 1994 — 1998
BS
Societe Generale June 2008 - Present
Wachovia Bank N.A. July 2000 - April 2008
Banco Do Estado Do Parana May 1997 - March 1999
BBVA Bancomer S.A. January 1988 - November 1993
Skills
Business Continuity..., Banking, OFAC, Operational Risk, Payments, SWIFT payments, Anti Money Laundering, Credit, FX Options, Fraud, SWIFT Payments
Education
Nyack College 1997 — 1998
BS, Organizational Management
Universidad del Tolima 1978 — 1985
Business Administration
PMC Technology Group June 2011 - Present
JP Morgan Chase March 2010 - June 2011
Indus American Bank April 2008 - January 2010
WACHOVIA BANK N.A. May 2006 - April 2008
Prudential Financial 2004 - 2005
MicroWorld Technologies Inc(NJ/US) 2001 - 2004
Adam Comsoft Ltd 2000 - 2001
Nelito Systems Ltd 1996 - 2000
Trigem Computers Ltd August 1994 - July 1996
Phoenix Industries May 1992 - July 1994
Skills
Banking, Loans, Credit, Investments, Risk Management, Insurance, Financial Planning, Compliance, Credit Risk, Sales Management, Commercial Banking, Cash Management, Customer Relations, Budgeting, Business Strategy, Strategic Planning, Team Management, Strategic Financial..., Business Development, Business Analysis, Mortgage Lending, Finance, Retail Banking, Capital Markets, Underwriting, Credit Analysis, Budgets, Loan Origination, Customer Service, Cross Selling, Branch Banking, Commercial Lending, Deposits, Funding, Portfolio Management, Financial Analysis, Financial Services, Financial Risk, Treasury Management, Wealth Management, Consumer Lending, Executive Management, Mortgage Banking, Mergers & Acquisitions, Management, Corporate Finance, Mutual Funds, Credit Cards, Financial Institutions, Securities
Education
Faculty of Management Studies - University of Delhi 1982 — 1984
Indian Military Academy 1974 — 1975
Graduate, Officer Training
University of Lucknow 1971 — 1973
Bachelor Of Arts
Colvin Taluqdars College
none
Wachovia Bank N.A. Client Account ManagerWachovia Bank N.A.2002 - Present
Education
South Baylo University
PNC October 2008 - Present
Wachovia August 2007 - August 2008
Wachovia Bank N.A. April 2003 - August 2007
Thomas Jefferson University July 2001 - April 2003
Education
Immaculata University 2001 — 2003
BA, Organizational Dynamics
Saint Joseph's Prep 1979 — 1983
PNC March 2011 - Present
Wachovia Bank N.A. October 2007 - March 2011
Education
Georgetown University 2003 — 2007
Bachelors
Wells Fargo Home Mortgage January 2010 - Present
Wachovia Bank, N.A. July 2001 - December 2009
Freddie Mac January 1994 - April 1999
Skills
Portfolio Management, Forecasting, Credit Risk, Credit
Education
University of Maryland Baltimore County 1989 — 1992
Ph.D, Statistics
Fidelity National Financial (NYSE:FNF) November 2013 - Present
Lender Processing Services, Inc November 2009 - October 2013
Beazley May 2008 - August 2009
FIS December 2006 - May 2008
FIRST GUARANTY BANK & TRUST CO. December 2003 - January 2005
WACHOVIA BANK, N.A. December 2002 - December 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INC. April 2001 - November 2002
Citigroup July 1994 - September 1998
Skills
Microsoft Excel, System Administration, Management, Project Management, Microsoft Word, Microsoft Office, Organizational..., Six Sigma, Business Analysis, Administrative..., Program Management, SharePoint, Team Leadership, Project Planning, Visio
Education
University of North Florida 1999 — 2000
B.A., Communications / Public Relations
Bishop Kenny High School 1986 — 1990
Citibank, N.A. April 2011 - Present
Wachovia Bank N.A. January 2005 - December 2010
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Mortgage Lending, Loans, Portfolio Management, Small Business Lending, Strategic Planning, Retail Banking, Cross Selling, Lines Of Credit, Loan Origination
Education
Florida State University - College of Business 2002 — 2004
Finance, Economics
SC Advisors, LLC June 2010 - Present
Wachovia Bank, N.A. 1983 - 2009
Wells Fargo/Wachovia Bank 1983 - 2009
Skills
Commercial Lending, Loans, Risk Management, Credit, Commercial Banking, Banking, Portfolio Management, Underwriting, Credit Analysis, Small Business Lending, Management, Real Estate Economics, Real Estate, Loan Origination, Lines Of Credit, Mortgage Lending, Mortgage Banking, Consumer Lending, Asset Based Lending, Credit Risk, Real Estate Financing, Financial Structuring, Construction Loans, Refinance, SBA, Loss Mitigation, Middle Market, Loan Servicing, Structured Finance, Finance, Commercial Mortgages, Investments, Asset Management
Education
University of Georgia - Terry College of Business 1969 — 1970
MBA, Marketing
Wofford College 1964 — 1968
BA, Economics & Business Administration
Miami Palmetto Senior Hgh
San Juan del Rio Catholic Church April 2014 - Present
FDIC October 2009 - April 2014
U S Bank N.A. October 2006 - June 2008
Wachovia Bank N.A. December 2002 - September 2006
Citigroup June 1995 - June 2001
Skills
Fixed Income, Equities, Financial Risk, Trading, Credit Risk, CRM, Loans, Financial Analysis, Project Management, Credit, Strategy, Credit Analysis, Insurance, Commercial Lending, Financial Services, Financial Modeling, Securities, Training, Customer Service, Mortgage Lending, Asset Management, Leadership, Commercial Banking, Finance, Management, Banking, Accounting, Analysis, Risk Management, AML, Portfolio Management, Relationship Management, Auditing
Education
Fordham University 1966 — 1972
BS, Accounting and Marketing
Cardinal Hayes High School
NEW YORK STATE REGENTS, HIGH SCHOOL DIPLOMA
Wells Fargo January 2015 - Present
Wells Fargo Bank N.A. January 2009 - Present
Wachovia Bank N.A. March 2007 - January 2009
Wachovia Bank N.A. April 2004 - March 2007
Skills
Bloomberg, Reuters, Fixed Income, Capital Markets, Financial Modeling, FX Hedging, FX Derivatives, FX Options, Spanish, FX trading, Foreign Exchange, Middle Office
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2002
Business Administration, Information Systems, Operation Management
Regions Mortgage September 2013 - Present
Wells Fargo November 2009 - June 2013
Wachovia Bank N.A. September 2005 - November 2009
Liberty National Life Insurance Company July 2002 - September 2005
Skills
Banking, Loans, Credit, Mortgage Lending, Credit Analysis, Portfolio Management, Financial Analysis, Commercial Banking, Commercial Lending, Investments, Loan Origination, Mortgage Banking
Education
Jacksonville State University 1995 — 2002
Information Management E-Commerce
The Generation Companies April 2007 - Present
Renaissance Real Estate July 2001 - Present
Renaissance Capital Corp. September 1998 - June 2005
Wachovia Bank, N.A. June 1984 - September 1998
Skills
Mergers & Acquisitions, Commercial Real Estate, Brokerage, Loans, Location Intelligence, Investment Properties, Real Estate, Real Estate Transactions, Contract Negotiation, Property Management
Education
University of North Carolina at Chapel Hill 1980 — 1984
BS, Business Administration
Big Creek Tavern May 2009 - March 2014
LakeHouse Bar and Grille December 2008 - June 2009
Wachovia Bank N.A. August 2006 - September 2007
Skills
Customer Service, Event Planning, Catering, Bartending, Organization, Teamwork, Team Leadership, Team Management, Customer Satisfaction, Sales, Hospitality, Microsoft Word, Microsoft Excel, Food, Microsoft Office, Food, Recruiting, Restaurants, PowerPoint, Food Service, Facebook, Outlook
Education
Keiser University-Ft Lauderdale 2014 — 2015
Associate of Arts and Sciences (A.A.S.), Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
University of Central Florida 2005 — 2008
Event Management
Georgia State University
Hospitality, Sports Communication
Wells Fargo Bank, N.A-Commercial Mortgage ServicingCharlotte July 2009 - Present
Wachovia Bank, N.A July 2005 - July 2009
Rescare, Inc January 2003 - December 2003
Rescare, Inc January 2001 - January 2003
Skills
Finance, Budgets, Forecasting, Auditing, Accounts Payable, Financial Reporting, Accounting, General Ledger, Fundraising, Internal Audit, Outlook, Leadership, Process Improvement, Analysis
Education
Strayer University 2002 — 2005
Masters of Science, Professional Accounting; Accounting Information Systems
North Carolina Central University 1994 — 1998
BBA, Accounting
First Citizens Bank April 2010 - Present
Wachovia Corporation Legal Division April 2002 - August 2009
First Union National Bank February 1999 - April 2002
Wachovia Bank, N.A. April 1993 - January 1999
Skills
Wealth Management, Compliance, Risk Management, Legal Compliance, Retirement Planning, Management, Securities, Banking, Portfolio Management, Asset Management
Education
University of North Carolina School of Law 1988 — 1991
JD, Law
University of North Carolina at Chapel Hill 1981 — 1985
BA, English & Economics
Phoenix Partners Group, LLC June 2011 - January 2012
Keybanc Capital Markets, Inc October 2009 - November 2010
HSBC Bank May 2007 - April 2009
ABN AMRO, N.V January 2005 - May 2007
Commerzbank, AG April 2003 - November 2004
Wachovia Bank, N.A June 1999 - April 2003
Skills
Derivatives, Trading, Capital Markets, Credit, Bloomberg, Bonds, Microsoft Office, Microsoft Excel, Credit Derivatives, Credit Risk, Credit Analysis
Education
Davidson College 1995 — 1999
BA, Mathematics, Economics
Wachovia Bank N.A. April 1998 - Present
wachovia 2007 - 2009
Wachovia, A Wells Fargo Company July 2004 - May 2007
Education
Art Institute of Pittsburgh 1983 — 1985
Associates, Photography/Multi-media
HAVI Global Solutions December 2014 - Present
Martin-Brower / Keystone Foods January 2011 - September 2012
Martin-Brower Company / Keystone Foods March 2006 - February 2011
Wachovia Bank N.A. August 2004 - March 2006
Seton Hill University - President's Office August 2001 - May 2002
Various Honors June 1998 - May 2002
Skills
Supply Chain Management, Program Management, Procurement, Customer Service, Political Science, Government, International Relations, Politics, Policy, Analysis, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Public Speaking, Social Media, Inventory Management, Fundraising, Leadership, Time Management, Data Entry, Supply Chain, Customer Satisfaction, Inventory Control, Strategic Planning, Distribution Center..., Employee Training, Social Networking, Salesforce.com, Supply Chain..., JD Edwards, Sales Management, Leadership Development, Purchasing, Forecasting, Project Planning, Management, Teamwork, Pricing, Demand Planning, Strategy, Inventory, Demand Forecasting, Training, Logistics, Process Improvement
Education
Delaware County Community College 2012 — 2015
Business/Commerce/Information Technology
Kaplan University 2004 — 2005
Post-Baccalaureate Certificate, Pathway to Paralegal Certification
Seton Hill University 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Chichester High School 1994 — 1998
SAS May 2015 - Present
SAS April 2013 - Present
SAS April 2011 - April 2013
Boehringer Ingelheim Pharmaceuticals November 2003 - October 2009
Wachovia Bank N.A. April 2002 - November 2003
TogetherSoft September 2000 - August 2001
Merisel November 1998 - September 2000
Skills
Account Management, CRM, Management, Solution Selling, Sales, Enterprise Software, SaaS, Software Industry, Sales Process, B2B, Business Analytics, Salesforce.com, Direct Sales, Sales Operations, Selling, Cold Calling
Education
Indiana University of Pennsylvania
BS, Marketing
Special Projects, Inc. December 2013 - Present
Initiative for Affordable Housing, Inc. July 2011 - November 2011
Kathleen M. Flynn, Attorney October 2010 - October 2010
East West Bank November 1999 - February 2010
SunTrust Bank March 1999 - November 1999
Wachovia Bank N.A. 1979 - 1998
Skills
Office Administration, Quality Control, General Ledger, Customer Service, Compliance, Microsoft Word, Microsoft Excel, Internet, Typing, QuickBooks, Legal Writing, Accounting, Banking, Credit, Auditing, Leadership, Account Reconciliation
Education
Emory University 2010 — 2010
Paralegal Certificate, Paralegalism
Georgia State University
B.A., Anthropology
Angel Oak Capital Advisors, LLC February 2012 - Present
Prodigus Capital Management 2010 - February 2012
Compass Investment Group 2009 - 2010
Wachovia Bank, N.A. June 2007 - April 2009
Skills
Real Estate, Management, Commercial Real Estate
Education
University of Georgia - Terry College of Business 2003 — 2007
BBA, Banking & Finance, Real Estate
Woodward Academy 1996 — 2003
Asheville Area Habitat for Humanity August 2014 - Present
Habitat for Humanity Charlotte July 2006 - July 2014
Wachovia Bank October 2005 - July 2006
Wachovia Bank January 2003 - October 2005
Wachovia Bank N.A. March 2002 - December 2002
Wachovia Bank December 2000 - March 2002
Wachovia Bank N.A. July 1999 - December 2000
Skills
Nonprofits, Fundraising, Event Planning, Public Speaking, Volunteer Management, Community Outreach, Microsoft Office, Leadership, Community Development, Program Development, Customer Service, Budgets, PowerPoint, Public Relations, Training, Social Media, Team Building, Microsoft Word, Coaching, Research, Non-profits, Grant Writing
Education
UNC Charlotte 2007 — 2014
B.S.B.A, Administration and Marketing
Appalachian State University 1995 — 1998
B.S. Health Promotion
Wells Fargo April 2013 - Present
Wells Fargo July 2009 - March 2013
Wachovia Bank N.A. 2006 - 2009
AT&T June 2005 - August 2005
Skills
Commercial Banking, Financial Analysis, Industry Research, Working Capital..., Financial Modeling, Industry Analysis, Excel, Team Building, Middle Market, Capital Structure, Strategic Planning, Competitive Analysis, Analysis, Banking, Credit Analysis, Portfolio Management, Corporate Finance, Cash Management, Commercial Lending, Microsoft Excel, Loans, Management, Risk Management, Underwriting, Finance, Credit
Education
Fairleigh Dickinson University-Florham Campus 2008 — 2009
MBA, Finance
The College of New Jersey 2002 — 2006
B.S., International Business
Northern Trust December 2014 - Present
Northern Trust May 2013 - November 2014
Northern Trust October 2012 - May 2013
WELLS FARGO BANK, N.A May 2006 - October 2012
SunTrust Bank January 2006 - May 2006
WACHOVIA BANK, N.A January 2001 - December 2005
Skills
Spanish, Banking, Wealth Management, High Net Worth..., Management, Financial Advisory, Private Banking, Accounting, Retirement Planning, Real Estate, Investment Advisory, Asset Management, Alternative Investments, Asset Allocation, Equities, Estate Planning, Trust Services, Commercial Lending, Investment Management, Portfolio Management
Education
Florida International University - College of Business 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration
Northern Trust's Trust School 2013 — 2014
Nova Southeastern University 2007 — 2009
B.S, Business Professional Management
Broward College 2003 — 2006
Associates in arts, Computer Information System
Computer Packages Inc. March 2006 - Present
Wachovia Capital Markets Corp. February 2000 - August 2004
Wachovia Bank, N.A. July 1997 - February 2000
Pro Staff February 1996 - March 1997
Skills
Data Analysis, Microsoft Office, Leadership, Analysis, Customer Service, Client Training, Negotiation, Project Management, Process Improvement
Education
University of North Carolina at Chapel Hill 1992 — 1995
B.A., International Studies
National Penn Bank April 2011 - Present
Wells Fargo July 2010 - March 2011
Wachovia Bank, N.A June 1993 - June 2010
Education
University of Pittsburgh 1975 — 1980
BA, Economics
MUFG Union Bank November 2013 - Present
Wells Fargo Bank November 2009 - October 2013
Wachovia Bank, N.A. April 2006 - November 2009
Ward and Smith, P.A. August 2000 - April 2006
Restore Health Group 1998 - 2000
Symphony Health Services 1995 - 1998
Davis Advertising Inc. 1992 - 1995
BSA Advertising 1989 - 1992
Walter Bennett Communications 1988 - 1989
Mississippi State Department of Health 1987 - 1988
Skills
Banking, Financial Services, Wealth Management..., Loans, Asset Managment, Strategic Financial..., Estate Administration, Personal Trust..., Fiduciary Risk and..., Trusts, Investments, Asset Management, Retirement Planning, Estate Planning, Investment Management, Asset Allocation, Wealth Management, Insurance, Financial Planning, Portfolio Management, Securities
Education
University of Mississippi 1982 — 1986
BA, Journalism
Wells Fargo Bank January 2011 - May 2013
Wachovia, A Wells Fargo Company January 2009 - January 2011
Wachovia Bank, N.A June 2007 - January 2009
Wachovia Bank August 2006 - June 2007
Capital City Bank Group, Inc. September 2004 - April 2006
Liberty Communications, Inc. August 2001 - August 2004
Skills
Loans, Banking, Credit, Small Business Lending, Consumer Lending, Commercial Banking, Retail Banking, Credit Analysis, Mortgage Lending, Lines Of Credit, Deposits, Financial Analysis, Cross Selling, Home Equity Lines of..., Inventory Management, Customer Service, Customer Satisfaction, Customer Retention, Purchasing, Purchase Orders, Leadership, Sales Management
Education
University of Phoenix 2007 — 2009
AA in Business
Credit Suisse September 2014 - Present
J. Goldman & Co., L.P. September 2013 - May 2014
Credit Suisse July 2010 - October 2012
Credit Suisse August 2007 - July 2010
Wachovia Bank N.A. June 2006 - July 2007
Novita Capital June 2005 - September 2005
Skills
Investment Banking, Valuation, Emerging Markets, Bloomberg, Financial Modeling, Capital Markets, LBO, Private Equity, Corporate Finance, Fixed Income, DCF, Structured Finance, Structured Products, Finance, Mergers & Acquisitions, Credit Analysis, Due Diligence, Credit, Banking
Education
Columbia Business School 2013 — 2014
Master of Business Administration (MBA), Finance
Northwestern University 2000 — 2004
Bachelor of Arts (B.A.), Economics and Political Science
Wells Fargo Bank N.A. June 2010 - Present
Wachovia Bank N.A. January 2008 - June 2010
Carolina First Bank September 2004 - December 2007
Skills
Computer Proficiency, Proficient with..., Great Customer Service...
Education
Midlands Technical College 1981 — 1985
Banking and Financial Support Services
Lower Richland High School 1977 — 1980
High School Diploma
Bank of Oklahoma November 2010 - Present
Bank of Oklahoma July 2007 - November 2010
Wachovia Bank N.A. August 2006 - July 2007
Skills
Advanced leadership,..., Strong analytical and..., Able to set effective..., Successfully interface...
Education
Northeastern State University 2008 — 2010
Bachelor of Business Administration (B.B.A.), International Business
Tulsa Community College 2004 — 2008
Associate's degree, International Business
Wells Fargo 2011 - Present
Wells Fargo 2008 - 2011
Wachovia Bank, N.A. 2005 - 2008
Skills
Analysis, Banking, Risk Management, Financial Services, Strategy, Finance, Financial Analysis, Business Analysis
Education
University of North Carolina at Greensboro
Bachelor of Arts (BA), History/Political Science
Alabama Telco Credit Union April 2012 - July 2013
Alabama Telco Credit Union July 2011 - March 2012
Wells Fargo October 2009 - July 2011
Wachovia Bank, N.A. February 2007 - October 2009
Target February 2004 - May 2005
Skills
Microsoft Office, Branch Management, Outlook, Retail Banking, Microsoft Word, Microsoft Excel, Training
Education
University of Oklahoma 1998 — 2002
Bachelor of Business Administration (BBA), Marketing
Blue Ridge Companies, Inc. May 1999 - Present
Wachovia Bank, N.A. May 1987 - May 1999
Education
Wake Forest University 1995 — 1997
Master of Business Administration (MBA), Finance and Financial Management Services
University of North Carolina at Greensboro 1985 — 1987
Financial Management, Busines
Universtity of North Carolina Greensboro 1985 — 1987
Bachelor of Science (B.S.), Finance and Financial Management Services
PNC 2007 - Present
Wachovia Bank N.A. September 1989 - February 2007
Skills
Credit, Credit Analysis, Financial Analysis, Portfolio Management, Loans, Wealth Management
Education
Peirce College
Associate of Arts (AA), Paralegal
Wells Fargo International June 2015 - Present
Wells Fargo Consumer Credit Solutions October 2012 - May 2015
Wells Fargo Securities September 2010 - October 2012
Wachovia Wealth Management November 2008 - September 2010
Wachovia Bank, N.A. September 2007 - November 2008
Skills
Financial Services, Financial Risk, Anti Money Laundering, Underwriting, AML, Operational Risk..., Operational Risk, Banking, Risk Management, Compliance, Private Banking, Financial Crimes..., Loans, Retail Banking, Securities, Commercial Banking, Wealth Management, Relationship Management, Credit Cards, Regulatory Compliance
Education
University of North Carolina at Charlotte
Bachelor of Arts (BA), Political Science and Government
The Provident Bank July 2013 - Present
Wells Fargo June 2009 - July 2013
Wachovia Bank N.A. July 2005 - June 2009
Skills
Credit, Banking, Consumer Lending, Retail Banking, Customer Service, Loans, Small Business Lending, Customer Satisfaction, Commercial Banking, Call Centers, Lines Of Credit, Outlook, Risk Management, Credit Analysis
Education
City University of New York-John Jay College of Criminal Justice 2004 — 2008
Bachelor of Arts (BA), Forensic Psychology
Wells Forgo Bank N.A. January 1989 - Present
Wells Fargo Bank N.A. 1989 - 2012
Wachovia Bank N.A. January 1989 - August 2009
Skills
Accounting, Customer Service, Management, Banking, Financial Risk, Financial Analysis, Microsoft Office, Mutual Funds, Finance, Microsoft Word, Microsoft Excel, Budgets
Education
Clayton State University,& Dekalb Community College 1989 — 1992
Associate's degree
Dekalb Community College 1987 — 1989
Business Administration & Accounting
J P MORGAN CHASE BANK N.A. October 2010 - Present
Wachovia Bank N.A. February 2006 - October 2010
Skills
Risk Management, Compliance, HR Consulting, People Skills, Customer Experience, Operations Management, Hiring Personnel, Financial Statement..., Statistical Data..., Contract Management, Policy Analysis, Management Consulting, Environmental Policy, Portfolio Management, Retail Banking, Project Management, Hiring
Education
Georgia Institute of Technology 2002 — 2004
Master of Science (M.Sc.), PUBLIC POLICY
University of Bergen (UiB) 1997 — 1999
Master of Philosophy (M.Phil.), PUBLIC ADMINSTRATION
UNIVERISTY OF GHANA, LEGON 1991 — 1996
Bachelor’s Degree, POLITICAL SCIENCE
NJ Army National Guard August 2012 - Present
Chase Bank N.A. July 2006 - Present
NJ Army National Guard January 2010 - August 2012
Bank Of New York Trust CO Na August 2004 - August 2006
Wachovia Securities LLC August 2002 - August 2004
Wachovia Bank N.A. June 2000 - August 2004
Skills
Security, Leadership, Management, Banking, Military, Leadership Development, Team Leadership, Team Building, Operational Planning, Government, Risk Assessment, Security Clearance, Military Experience
Education
City University of New York City College
Bachelor of Arts (B.A.), Economics