Wachovia Bank/Wachovia Securities
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Wachovia Bank/Wachovia Securities Employees
Archer Healthcare July 2011 - Present
AOS Inc. July 2011 - Present
Royal Bank of Canada July 2006 - August 2011
Wachovia Bank/Wachovia Securities June 2005 - July 2006
Skills
Market Research, Marketing, Management, Salesforce.com, Sales, Project Management, Banking, Advertising, Pharmaceutical Industry, Call Centers, Consumer Lending, Healthcare, Small Business Lending, Telemarketing, Agricultural Marketing, Email Marketing, MailChimp, CRM Integration, Wufoo, PowerPoint
Education
University of North Carolina at Wilmington 2007 — 2009
MBA
University of North Carolina at Wilmington 2002 — 2009
Bachelor of Science, Finance & Marketing
CAPTRUST June 2008 - Present
Wachovia Bank/Wachovia Securities 2007 - 2009
Ameriprise Financial Services, Inc. 2006 - 2007
Skills
Series 7, Retirement Planning, 401k, Wealth Management, High Net Worth..., Certified Financial..., Strategic Financial..., Investments, Qualified Retirement..., Retirement Plan...
Education
The University of Georgia 2000 — 2004
Bachelor of Arts (BA), Political Science and Government
The University of Georgia 2000 — 2004
Bachelor of Arts (BA), Public Relations
SunTrust Bank February 2012 - Present
SunTrust Bank December 2010 - February 2012
Branch Banking & Trust Co. May 2008 - December 2010
Wachovia Bank/Wachovia Securities January 2006 - May 2008
SunTrust Bank July 2003 - January 2006
Skills
Small Business Lending, Banking, Consumer Lending, Commercial Lending, Commercial Banking, Loans, Credit, Credit Analysis, Retail Banking, Lines Of Credit, Mortgage Lending, Portfolio Management, Credit Risk, Commercial Mortgages, Private Banking, Relationship Management
Education
Bridgewater College 1999 — 2003
B.S., Information Systems Management
Allstate June 2015 - Present
Right Work Consulting Group, LLC 2011 - 2015
Nationwide Insurance 2004 - 2011
Wachovia Bank/Wachovia Securities 1998 - 2004
Skills
Strategic Planning, Small Business, Customer Service, Sales, Public Speaking, Social Networking, Insurance, Team Building
Education
University of South Carolina-Columbia 1992 — 1996
Bachelor of Science
AppleOne July 2013 - Present
Office Team October 2012 - Present
HealthAlliance of the Hudson Valley August 2011 - August 2012
Justice Is Mind 2012 - 2012
Office Team October 2010 - May 2011
Slossberg Chiropractic & Wellness November 2008 - October 2010
American General Life and Accident August 2008 - November 2008
Wachovia Bank/Wachovia Securities July 2007 - April 2008
Audio Video Innovations, LLC January 2006 - June 2007
Limited Brands Inc. - Express February 2003 - February 2004
Skills
Series 6 License, Series 63 License, 2-15: Life, Health,..., Microsoft Office, Multi-line Phone, Administrative..., Sales, Marketing
Education
Hudson Valley Community College 2013 — 2015
SUNY New Paltz 2001 — 2003
3.8
Wells Fargo January 2010 - Present
Marcus & Millichap Real Estate Investment Svcs November 2008 - January 2010
Wachovia Bank/Wachovia Securities July 2007 - December 2008
Citibank/Smith Barney September 2005 - July 2007
Tri Counties Bank September 2004 - September 2005
Skills
Commercial Banking, Banking, Cash Flow, Mortgage Banking, Credit, Retail Banking, Relationship Management, Finance, Real Estate, Analysis, Cash Management, Commercial Lending, Underwriting, Treasury Management, Valuation
Education
University of Phoenix 2010 — 2012
MBA, Business Administration and Management, General
State of California, Department of Real Estate 2010 — 2010
University of Phoenix 2007 — 2008
BS, Business Management
CA Department of Insurance License
Licensed Series 6 & 63
Linn-Benton Community College
Certificate, Civil Engineering
Voya Financial Advisors March 2011 - Present
Fifth Third Bank January 2009 - April 2010
Merrill Lynch August 2006 - August 2008
Wachovia Bank/Wachovia Securities July 2003 - July 2006
Skills
Retirement Planning, Investments, Wealth Management, Retirement, Portfolio Management, Series 7, Finance, Strategic Financial..., Financial Services, Estate Planning, Series 6, Insurance, Credit, Financial Advisory, Loans, Financial Planning
Education
University of Central Florida 1996 — 1999
BS, Business
Smiths Medical April 2015 - Present
Dentures & Dental Services® July 2010 - April 2015
Wachovia Bank/Wachovia Securities June 2006 - June 2010
JPMorgan Chase 2005 - 2006
Skills
Account Management, Customer Service, Marketing, Strategic Planning, New Business Development, Sales, Business Development, Budgets, Cold Calling, Dentistry, Banking, Small Business, Healthcare, Team Building, CRM, Leadership, Sales Management, Marketing Strategy, Management
Education
Texas Tech University 1997 — 2001
Marketing
Texas Tech University - Rawls College of Business 1997 — 2001
Bachelor of Business Administration (BBA), Marketing
PNC Investments September 2012 - Present
Securities America June 2010 - September 2012
Wachovia Securities May 2007 - May 2010
Wachovia Bank/Wachovia Securities May 2004 - January 2007
UBS February 2002 - May 2004
Manufactured Home Outlet June 2001 - February 2002
Cisco November 2000 - May 2001
Intermedia Communication March 2000 - November 2000
Central Carolina Bank November 1997 - March 2000
Education
University of North Carolina at Chapel Hill 1993 — 1997
BA, Economics
ADP May 2013 - Present
ADP July 2007 - April 2013
ADP June 2006 - June 2007
Wachovia Bank/Wachovia Securities March 2003 - May 2006
United States Air Force April 1996 - April 2003
Skills
Cold Calling, Salesforce.com, Sales Process, Account Management, Sales Presentations, Direct Sales, Sales Management, Solution Selling, New Business Development, Selling, Sales, B2B, Sales Operations, Employee Benefits, SaaS, ADP Payroll, PEO, Recruiting, Customer Retention, Lead Generation
Education
Limestone College 1998 — 2002
Bachelor's degree, Business Administration and Management
DME Securities LLC October 2014 - Present
SJH Consulting, LLC March 2010 - Present
Tigress Financial Partners February 2012 - November 2012
Wachovia Bank/Wachovia Securities October 2000 - February 2010
Skills
Finance, Investments, Mutual Funds, Investment Banking, Securities, Asset Management, New Business Development, Series 63, Asset Allocation, Portfolio Management, FINRA, Fixed Income, Strategic Financial..., Series 7, Social Networking, Equities, Alternative Investments, Fixed Annuities, Private Banking, Insurance, Series 24, Risk Management, High Net Worth..., Coaching, Corporate Branding, Mobile Marketing, Minority Owned, Women Owned Business, International Trade, Financial Risk..., Regulatory Compliance, Financial Planning
Education
Fairleigh Dickinson University
Financial Planning
University of Florida
Mathematics
South Davidson High School January 2013 - Present
Wells Fargo Bank May 2011 - January 2013
RBC Wealth Management January 2009 - May 2011
Wachovia Bank/Wachovia Securities September 2005 - January 2009
Enterprise Rent-A-Car October 2001 - September 2005
Mary Persons High School July 2000 - August 2001
Skills
Credit Analysis, Credit, Small Business Lending, Consumer Lending, Series 7, Series 63, Commercial Lending, Loans, Retail Banking, Investments, Commercial Banking, Banking, Portfolio Management, Management, Relationship Management, Wealth Management, Mortgage Lending
Education
Sewanee-The University of the South 1996 — 2000
Bachelor of Arts (B.A.), History
Tattnall Square Academy
Carolina Pines RMC September 2010 - Present
Wachovia Bank/Wachovia Securities March 2007 - June 2008
Cumulus Broadcasting May 2005 - March 2007
Cumulus Broadcasting October 2003 - May 2005
Education
Florence Darlington Technical College 2009 — 2011
A.S, Respiratory Therapy
Erskine College
B.S, Health and Exercise Science
Saluda High School