Experience
Wells Fargo  July 2010 - Present
Wachovia Securities Financial Network   March 2008 - July 2010

Education
The University of Texas at Arlington   1994 — 1995
Bachelor of Social Work, Social Work

Abilene Christian University   1989 — 1994
Bachelor of Sciene, Psychology

Experience
Volvo Financial Services  May 2014 - Present
Volvo Financial Services  November 2007 - April 2014
Wachovia Securities Financial Network   August 2004 - September 2006

Skills
IT Management, Disaster Recovery, IT Service Management, IT Operations, Process Improvement, Vendor Management, Project Management, Team Leadership, Business Analysis, PMO, IT Strategy, ITIL

Education
GTCC   2013 — 2014
PMP, Project Management

Appalachian State University   2000 — 2004
Bachelor's degree, Computer Information Systems and Economics

Experience
Cristal USA, Inc., formerly Cristal Global, and Millennium Inorganic Chemicals, Inc.   September 2012 - Present
Cristal USA, Inc., formerly Cristal Global, and Millennium Inorganic Chemicals, Inc.   June 2009 - November 2012
Cristal USA, Inc., formerly Cristal Global, and Millennium Inorganic Chemicals, Inc.   February 2006 - February 2009
The TCC Group, Inc.   August 2004 - December 2005
Accenture  August 2000 - January 2002
Wachovia Securities Financial Network   June 1999 - June 2000
Legg Mason  1996 - 1999

Skills
Management, Procurement, Auditing, Negotiation, Manufacturing, Mergers & Acquisitions, Marketing, Six Sigma, Project Management, Finance, Internal Audit, Purchasing, Forecasting, Process Improvement, SAP, Supply Chain, Continuous Improvement, Process Engineering, Change Management

Education
Towson University   2011 — 2016
Master of Business Administration (M.B.A.), International Business

Clarion University of Pennsylvania   1995 — 1999
BA, Finance

Experience
in transition  November 2013 - Present
CLSA Americas LLC   June 2013 - November 2013
Cantor Fitzgerald  June 2005 - February 2013
Wachovia Securities Financial Network   June 1988 - February 2005

Skills
Equities, Securities, Back Office, Account Reconciliation, Bloomberg, Financial Risk, Credit, Settlement, Derivatives, Fixed Income, Accounting, Bonds, Options, Mutual Funds, Corporate Actions, Treasury, Middle Office

Education
Baruch College   1973 — 1974

Queensborough Community College   1970 — 1973
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General

Experience
Colorado Springs Utilities  December 2011 - Present
Honeywell Technology Solutions, Inc.   2009 - 2011
Western International Securities  2008 - 2009
Merrill Lynch  February 2007 - August 2008
Wachovia Securities Financial Network   August 2000 - February 2007

Skills
Microsoft Office, Statistical Modeling, Financial Analysis, Strategic Financial..., Financial Markets, General Securities..., Retirement Planning, Microsoft Excel, Minitab, Training, Earned Value Management, Volunteer Recruiting, Volunteering, Forecasting, Process Improvement, Finance, Financial Reporting, Data Analysis, Project Planning, Program Management, Business Analysis, MS Project, Financial Modeling, DoD, Contract Management, Risk Management, Procurement, Security Clearance, Cost Benefit, Variance Analysis, Cash Flow, Project Coordination, Access, PowerPoint, Operations Management, Visio, Budgets, Analysis, Six Sigma, Cross-functional Team..., Leadership, Government, Proposal Writing, Microsoft Project, Financial Planning

Education
Ashford University   2015 — 2017
Master of Business Administration (M.B.A.), Finance, General

University of Colorado at Colorado Springs   2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.67

Experience
USO  April 2013 - Present
United States Marine Corps  May 2013 - June 2015
George W. Bush Presidential Center  August 2012 - January 2013
United States Marine Corps  October 2011 - July 2012
Fidelity Investments  January 2008 - July 2012
United States Marine Corps  January 2010 - May 2011
Wachovia Securities Financial Network   October 2002 - January 2008

Skills
Transition Planning, Substance Abuse..., Policy, Team Building, Military, Security Clearance, Public Speaking, Government, Six Sigma, Military Operations, Leadership Development, Budgets, Fundraising, Program Management, Emergency Management, DoD, Counterterrorism, Operational Planning, Command, Management, Organizational..., Policy Analysis, Military Logistics, Army, National Security, Strategic Planning, Psychotherapy, Government Contracting, Force Protection, Public Relations, Proposal Writing, Change Management, Non-profits, Training, Process Improvement, Top Secret, Intelligence Analysis, Operations Management, Research, Leadership, Project Planning, Team Leadership, Strategic Communications, Homeland Security, Logistics, Defense, Weapons, International Relations, Counseling, Victim Advocacy

Education
Azusa Pacific University   2009 — 2015
Master of Education (MEd), Educational Counseling

Park University   2004 — 2008
Bachelors of Science, Social Psychology

SABBC   2012 — 2012
Entrepreneurial and Small Business Operations

Experience
Penguin Insurance Services Inc   June 2012 - Present
Farmers Insurance  February 2009 - June 2012
Wachovia Securities Financial Network   June 2008 - March 2009
Liberty Mutual Insurance  June 2007 - June 2008
US Army  October 2005 - June 2007
Mitsubishi Corporation  October 2001 - July 2002

Skills
Commercial Insurance, Insurance, Liability, Casualty, Property & Casualty..., Term Life Insurance, General Insurance, Umbrella Insurance, Professional Liability, Life Insurance, Legal Liability, Underwriting, Health Insurance, Small Business, Financial Planners, Retirement Planning, Customer Retention, Renters, Claims Management, Whole Life, Estate Planning, Retirement, Risk Management, Series 6, Boat, Workers Compensation, Commercial Lines, Fixed Annuities, Management, Account Management, Team Building, Brokers, Sales Management, New Business Development, Long-term Care, Leadership, Sales, Marketing, Training, Finance, Strategic Planning, Strategy, Claim, Recruiting, Casualty Insurance, Customer Service, Negotiation

Education
Waseda University   2003 — 2004
Bs economic, International Business

California State University-East Bay   2002 — 2004
Bachelor of Science (BS), Economics

Mills high school   1997 — 2001

Experience
Fortress Financial Strategies   May 2014 - Present
Fortress Insurance Services   January 2009 - Present
JC Grason   March 2011 - March 2014
Wells Fargo Advisors  October 2009 - September 2010
Wachovia Securities Financial Network   January 2007 - October 2009
Wachovia Securities Financial Network   January 2005 - January 2007

Skills
Financial Advisory, Retirement Planning, Wealth Management, Retirement, Investment Advisory, Health Insurance, Investments, Financial Planning, Fixed Annuities, Mutual Funds, Life Insurance, Estate Planning

Education
Arizona State University
Bachelor's Degree, Finance

College of Financial Planning
CRPC, Finance

University of Phoenix
Master of Business Administration (M.B.A.)

Experience
Wells Fargo  December 2013 - Present
Wells Fargo Advisors  January 2012 - December 2013
Wells Fargo Advisors  December 2008 - January 2012
Wachovia Securities Financial Network   2005 - 2008
Wachovia Securities Financial Network   2004 - 2005
Cornerstone Realty  2001 - 2004
US Airways  2000 - 2001

Skills
Risk Management, Business Continuity..., Business Unit and..., Access Control..., LDRPS, ACT / ART, Sharepoint Administrator, Quality Assurance, Project Services /..., MRS / IQN, Financial Mgmt, Stamp, Site Management, Microsoft Office, PowerPoint, Visio, Outlook, Microsoft Excel, PeopleSoft, Smartboard

Education
Appalachian State University   1995 — 2000
Bachelor's degree, Public Health Education and Promotion

Experience
Petunia Paris Designs   January 2014 - Present
Wells Fargo Advisors  January 2002 - March 2012
Wachovia Securities Financial Network   January 1998 - December 2001

Skills
Investments, Entrepreneurship, Jewelry Design, Interior Design, Marketing, Finance, Social Media Marketing, Public Speaking

Education
Corcoran College of Art and Design   2010 — 2014
Certificate of Jewelry Design, Metal and Jewelry Arts

Boston College
Bachelor's Degree, Economics, French

Weatherhead School of Management at Case Western Reserve University
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law

Experience
Lakehurst Apartments   February 2013 - Present
Racing Toward Diveristy   2009 - July 2015
Staples  February 2009 - April 2011
Sears Holdings Corporation  November 2006 - June 2009
Wachovia Securities Financial Network   June 2008 - February 2009

Skills
Typing, Editing, Microsoft Office, PowerPoint, Customer Service, Fundraising, Telephone Reception, Answering Phones, Writing, Experience Working with..., Receptionist Duties, Clerical Skills, Telephone Skills, Recruiting, Management

Education
Capella University   2014 — 2016
Master of Science (M.S.), Human Resources Management and Services

University of Phoenix   2010 — 2014
Bachelor of Science (BS), Human Services, General

University of Phoenix   2010 — 2012
Associate of Arts (A.A.)

Experience
United Capital Financial Advisers, LLC  August 2008 - Present
Wachovia Bank  2006 - 2008
Wachovia Securities Financial Network   2006 - 2008
American General Finance  January 2000 - March 2006

Skills
Retirement Planning, Finance, Wealth Management, Retirement, 401k, Asset Allocation, Financial Advisory, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Strategic Financial..., Wealth, Investment Strategies, Series 7, Financial Planning

Education
Radford University   2001 — 2003
MBA, Business

Bridgewater College   1996 — 2000
BS, Psychology

Experience
Utopia Communications  January 2008 - Present
Exclusiv Vodka   2013 - 2014
Exclusiv Vodka   2013 - 2014
Exclusiv Vodka   2013 - 2014
Utopia Communications  September 2008 - 2013
Utopia Communications  September 2008 - 2013
Wachovia Securities Financial Network   August 1999 - June 2007
Wachovia Securities  January 1999 - January 2007
Merrill Lynch  January 1994 - January 1999

Skills
Social Media Marketing, Public Relations, Social Media, Event Planning, Media Relations, Social Networking, Strategic Planning, Facebook, Strategy, Blogging, Newsletters, Event Management, Management, Customer Service, Sales, Project Management, Digital Marketing, Marketing Communications, Marketing, Advertising, Press Releases, Public Speaking, Creative Direction, Time Management, CRM, Trade Shows, Crisis Communications, Fundraising

Education
Brookdale Community College   1986 — 1989
Associates, Business

Brookdale Community College

Mater Dei High School

Experience
California Pacific Medical Center  July 2013 - Present
Alameda Health System  March 2013 - July 2013
Alameda Health System  November 2008 - March 2013
Alameda Health System  December 2007 - November 2008
In Touch Investments   February 2006 - October 2007
Wachovia Securities Financial Network   October 2003 - February 2006
Accenture  May 1997 - June 2003

Skills
Personnel Management, Leadership Development, Human Resources, Onboarding, Talent Management, Employee Relations, HRIS, Talent Acquisition, Hospitals, Recruiting, Applicant Tracking..., Healthcare, Workforce Planning, FMLA, Process Improvement, Training, Leadership, Internet Recruiting, Medicine, New Hire Orientations, Treatment, College Recruiting, Staffing Services, Temporary Placement, Team Building, Employee Benefits, Deferred Compensation, Management, Employee Engagement, Performance Management, Succession Planning, Hiring

Education
Golden Gate University   2009 — 2011
Master, Human Resources Management

California State Polytechnic University-Pomona   1989 — 1994

Experience
Northwestern Mutual  March 2012 - Present
Northwestern Mutual  November 2005 - June 2010
Wachovia Securities Financial Network   June 2002 - December 2002

Skills
Investment Banking, Financial Modeling, Equities, Valuation, Financial Analysis, Fixed Income, Investments

Education
Aquinas College
Bachelor of Arts (BA)

Grand Rapids Community College
Bachelor of Arts (BA)

Experience
Allied Supply Chain Support & Svcs   January 2014 - Present
AMS  September 2009 - February 2014
Wachovia Securities Financial Network   June 2006 - August 2009
Wells Fargo  June 2004 - June 2006

Skills
Mortgage Lending, Foreclosures, Property Management, Real Estate, REO, Property, Real Estate Transactions, Sales, Investment Properties, Negotiation, Loans, First Time Home Buyers, Short Sales, Mortgage Banking, Superior Client Service, HUD Foreclosures, New Business Development, Corporate Financial..., Manage Client..., Business Strategy, Business, Business Intelligence, Asset Management, Retail Acquisitions, Commercial Real Estate, Loss Mitigation, Clie, Client Services

Education
Cameron University   1983 — 1987
Bachelor of Science (BS), Finance and Financial Management Services

Experience
TBird Design Services Corp   September 2011 - Present
Malibu Wellness   June 2009 - April 2011
IKON Office Solutions  July 2008 - January 2009
Wachovia Securities Financial Network   December 2007 - January 2009
Jarden Home Brands  May 2007 - August 2007

Education
Ball State University - College of Business   2004 — 2007
Bachelor of Science, Marketing

Experience
1st Mariner Bank  October 2014 - Present
1st Mariner Bank  June 2014 - October 2014
1st Mariner Bank  May 2013 - May 2014
1st Mariner Bank  May 2012 - May 2013
1st Mariner Bank  March 2011 - May 2012
Wachovia Securities Financial Network   January 2006 - January 2010

Skills
Personal Banking, Loans, Banking, Credit, Retail Banking, Mortgage Lending, Commercial Banking, Loan Origination, Commercial Lending, Credit Analysis, Mortgage Banking, Consumer Lending, Small Business Lending, Refinance, Residential Mortgages

Education
University of Maryland College Park   2011 — 2018
Bachelor of Arts (B.A.), Art History, Criticism and Conservation

Anne Arundel Community College   2011 — 2011
Associate of Arts (A.A.), Museum Education/Art History

University of Maryland Baltimore County   2008 — 2009
Mathematics

Anne Arundel Community College   2005 — 2007
Mathematics

Experience
Thompson, Siegel & Walmsley   September 2007 - Present
Wachovia Securities Financial Network   June 2002 - September 2007
Reliance Trust Company  February 1994 - May 2002

Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Organizational..., Sage CRM

Education
Augusta State University   1980 — 1983

Experience
Ragno Boiler Maintenance, Inc.   May 2007 - Present
Pierre's Bookkeeping Services, LLC   March 2015 - Present
Tower One/Tower East   September 2014 - February 2015
Advanced Cleaning Concepts, Inc.   June 2012 - June 2014
HCP Packaging USA, Inc.   February 2011 - February 2012
US Census  2009 - 2010
Sid Jacobson JCC  September 2005 - September 2006
Wachovia Securities Financial Network   April 2000 - November 2004

Skills
Financial Analysis, Financial Reporting, Account Management, Account Reconciliation, Journal Entries, Budget Forecasts, Multi-State Sales Tax, Payroll Taxes, Cost Accounting, Contract Management, Internal Controls, personal property tax..., Payroll, Bookkeeping

Education
Western Governors University   2012 — 2014
Bachelors, Accounting

University of Phoenix   2009 — 2011
Associate of Arts (A.A.), Accounting

Baruch College   2003 — 2005
Finance and Investments, 3.3 GPA

Experience
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

Experience
Mountaineer Leasing Wholesale Truck and Finance   December 2007 - Present
Wachovia Securities Financial Network   2004 - 2008
Comerica  1998 - 2004

Education
Central Michigan University   1992 — 1997
BSBA, Finance Accounting

Iron Mountain   1989 — 1992

Experience
Asbury Automotive Group  February 2011 - Present
Asbury Automotive Group  June 2009 - January 2011
Wachovia Securities Financial Network   August 2008 - January 2009

Skills
Microsoft Exchange, Windows Server, VMware, Cisco Technologies, Active Directory, Routers, Switches, Troubleshooting, Operating Systems, Security, System Administration, WAN, SharePoint, Network Design, Network Architecture

Education
Brookdale Community College

Guilford Technical Community College

Experience
RCS Wealth Management Group   2002 - Present
Wachovia Securities Financial Network   January 2000 - March 2002
Wedbush Securities  February 1999 - January 2000
RAF Financial Corp.   March 1996 - January 1999

Education
Albright College   1981 — 1984
Bachelor of Business Administration (BBA), Finance, General

Experience
TeleTech  June 2011 - Present
Clearwire  January 2011 - June 2011
Wachovia Securities Financial Network   July 2007 - January 2008
US Air Force  August 1998 - November 2002

Education
American InterContinental University   2003 — 2009
MBA, Operations Management, Marketing, Business Admin

Experience
Stifel Nicolaus  April 2009 - Present
Wells Fargo Advisors  December 2008 - April 2009
Wachovia Securities Financial Network   May 2008 - December 2008
A.G. Edwards & Sons, Inc.   January 2006 - May 2008

Skills
401k, Analysis, Asset Allocation, Financial Advisory

Education
Carroll College   2000 — 2005
Mathematics

Experience
Pearl Companies  July 2013 - Present
Pearl Companies  April 2007 - July 2013
Wachovia Securities Financial Network   2003 - 2007

Skills
Interviewing, Employee Relations, Benefits, Benefits Administration, Employee Benefits, Interviews, Screening, Recruiting, Leadership Development, Coaching, Organizational..., Human Resources, Training, Talent Acquisition, Management, Personnel Management, Deferred Compensation, Team Building, HR Policies, Sourcing, Job Descriptions, Onboarding, Process Improvement, Employee Engagement, Applicant Tracking..., College Recruiting, Succession Planning, Performance Management, Talent Management, Internet Recruiting, Technical Recruiting, Payroll, HRIS, New Hire Orientations, Exit Interviews, FMLA, Workers Compensation, Hiring, Workforce Planning, Job Fairs, Employee Handbooks, Conflict Resolution, Performance Appraisal, Resume Writing, Employee Training

Education
Bradley University   2003 — 2005
Bachelor's Degree, Business Management & Administration (HR Concentration)

Illinois Central College   2001 — 2003
Associate's degree

Experience
Wells Capital Management  November 2006 - Present
Wells Capital Management  April 2004 - November 2006
BancBoston Capital/BancBoston Ventures   January 2004 - April 2004
Wachovia Securities Financial Network   May 2003 - August 2003

Skills
Portfolio Management, Investments, Equity Valuation, Equity Research, Equities, PowerPoint

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2006 — 2007
Master of Business Administration (MBA), Finance, General, High Honors Distinction

Bentley University   2000 — 2004
Bachelor of Science (BS), Finance, General, Magna cum Laude

Experience
Columbia College  March 2015 - Present
Deutsche Bank  July 2014 - Present
Financial Industry Regulatory Authority  June 2012 - July 2014
H. Beck, Inc.   August 2011 - May 2012
Capitol Financial Solutions  August 2009 - March 2011
UBS Wealth Management  January 2008 - October 2008
Wachovia Securities Financial Network   October 2006 - January 2008

Skills
Series 24, Strategic Financial..., Asset Management, Investments, Securities, Microsoft Word, Research, PowerPoint, Series 7, Uniform Combined State..., Equities, Microsoft Office, Mutual Funds, FINRA, Customer Service, Risk Management, Financial Analysis

Education
University of Massachusetts Boston   2011 — 2014
Master of Arts (M.A.), Applied Linguistics

Capella University   2007 — 2010
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General

James Madison University   2002 — 2006
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General

James Madison University - College of Business   2002 — 2006
Bachelor of Business Administration (B.B.A.), International Business

Experience
optionsXpress  November 2006 - Present
ABN AMRO  January 2003 - November 2006
Wachovia Securities Financial Network   August 1995 - August 2003

Skills
Equities, Options, FINRA, Series 7, Trading, Securities, Mutual Funds, Trading Systems, Series 24, Electronic Trading

Education
Central Piedmont Community College   1993 — 1995

Experience
Ameriprise Financial Services, Inc.   August 2006 - Present
Wachovia Securities Financial Network   July 2003 - July 2005
UBS  June 2001 - July 2003
Merrill Lynch  May 1992 - June 2001

Education
Appalachian State University   1986 — 1991
Bachelor's degree, Business

Experience
AT&T  February 2015 - Present
AT&T Mobility  March 2012 - January 2015
AT&T Mobility  July 2011 - March 2012
CoBridge Communications  May 2011 - July 2011
Campus Book Connections   January 2009 - June 2011
InterviewStream  June 2009 - July 2009
Wachovia Securities Financial Network   March 2007 - May 2007

Skills
Strategy, Social Media Marketing, Leadership, Management, Entrepreneurship, Marketing

Education
Denison University   2007 — 2011
BA, Economics (major), ENVS (minor)

Arcadia University   2010 — 2010
Greek History and Entreprenuership in the EU

Whitfield School   2003 — 2007
High School Diploma

Experience
timothy.kiah@cox.net   September 2004 - Present
Wachovia Securities Financial Network   January 2003 - January 2004
Napier Jewelry Company   August 1999 - February 2001

Skills
Customer Service, Apparel, Outlook, Selling, Team Building, Training, Coaching, Social Networking, Interviews, Recruiting, Sales, Teamwork, Leadership, Sales Management, Team Leadership, Inventory Management, Microsoft Office, Retail

Education
Ashford University   2012 — 2016
Bachelor of Applied Science (B.A.Sc.), PR / Marketing

New Jersey City University   1987 — 1989
Retail Management

Scotch Plains Fanwood High   1983 — 1987
Academic, High School/Secondary Diplomas and Certificates

Experience
CEB  2012 - Present
Wells Fargo Advisors  2008 - 2012
Wells Fargo Advisors  2005 - 2008
Wachovia Securities Financial Network   2003 - 2005
First Union Securities  2002 - 2003

Skills
Management, Strategy, Strategic Planning, Business Strategy, Investments, Financial Modeling, Financial Services, Management Consulting, Leadership, Program Management

Education
Bethany College
Bachelors, Economics

Georgetown University
Certificate in Financial Planning

The George Washington University - School of Business
MBA, International Business and Finance

Experience
Oregon Department of Revenue  April 2012 - Present
Work Unlimited  June 2009 - January 2011
Wachovia Securities Financial Network   July 2005 - February 2009
NAS Whidbey Island Housing   June 2004 - May 2005
Cresent Harbor Marina   April 2003 - May 2004
T-Mobile  March 2000 - May 2002
Calvin Klein Outlet Store   July 1999 - May 2001

Education
Chemeketa Community College   2013 — 2016
Management Associate of Applied Science, Business Administration and Management, General

North Salem High School   1995 — 1999
Depolma

Experience
Bi-Lo Holdings  February 2014 - Present
Winn-Dixie  June 2010 - February 2014
JCPenney  April 2009 - June 2010
Wachovia Securities Financial Network   November 2008 - April 2009
Shepherd Center  August 2008 - November 2008
Bank of America  August 2004 - August 2005

Skills
Risk Management, Fraud, Liability, Product Liability, Fraud Claims, Claims Resolution, Property Claims, Claims Investigations, Claims Management, Workers' Compensation..., Fraud Detection, Customer Service, Call Centers, Microsoft Excel, Banking, Credit, Deposits, Retail Banking, Leadership, Training, Microsoft Office, Computer Hardware, PowerPoint, Network Administration, Loans, Cross Selling, Call Center, Sales, Credit Cards, Analysis, Software Documentation, Asset Protection, Assets Recovery, Team Building, Public Speaking, Strategic Planning, Management

Education
Clark Atlanta University   1993 — 1998
BA, Psychology

Florida Institute of Technology

Experience
PPD Financial   September 2009 - Present
Wells Fargo Advisors  September 2008 - August 2009
FMG Distributors   August 2007 - June 2009
Wachovia Securities Financial Network   July 2005 - November 2007
JPMorgan Chase  April 2004 - July 2005

Skills
Fluent in Spanish and..., Series 65 and 7 licensed, Investments, Portfolio Management, Mutual Funds, Alternative Investments, Wealth Management, Securities, Fixed Income, Capital Markets, Financial Markets, Finance, Trading, Estate Planning, Fixed Annuities, Insurance, Wealth

Education
Arizona State University   1994 — 1998
Bachelor's degree, History

Experience
Primerica  January 2011 - April 2011
Wachovia Securities Financial Network   February 2007 - May 2007
Colony Mannagement Services   August 1999 - November 2004
Bank of America  May 1993 - February 1999
Bank of America  May 1991 - May 1993

Skills
computer, Data Entry, Ten Key, Oral & Written..., Supervising, Pay Close Attention to..., True Team Player, Financial Services, Finance, Microsoft Word, Accounting

Education
Investment Banking Institute   2015 — 2015
certificate, Investment Banking

Strayer University   2013 — 2014
Master of Business Administration (M.B.A.), Finance, General, GPA 3.6

Bryant and Stratton College-Richmond   2009 — 2012
Bachelor's degree, Financial Services, GPA 3.5

Common Wealth College- Richmond   1995 — 1997
Associate's degree, Business Management, GPA 3.8

Experience
City of Muncie, Indiana  January 2012 - Present
Animal Rescue Fund   March 2009 - December 2011
Wachovia Securities Financial Network   May 2008 - October 2008
The Robert F. Kennedy Center for Justice and Human Rights  May 2006 - September 2006

Skills
Department Budget..., Crisis Communications, Community Outreach, Animal Welfare, Public Safety, Social Media Marketing, Email Marketing, Marketing Communications, Dogs, Public Speaking, Ordinance Development, Program Development, Fundraising, Animal Behavior, Strategic Partnerships, Public Relations, Social Networking, Policy, Leadership, Training, Marketing, Strategic Communications, Community Engagement, Volunteer Management, Team Building, Speech Writing, Coalitions, Event Management, Facebook, Customer Service, Online Marketing, Social Media, Event Planning, Government, Strategic Planning, Program Evaluation, Editing, Management, Budgets, Marketing Strategy, Leadership Development, Media Relations, Advertising, Staff Development, Team Leadership, Public Policy, Time Management

Education
Ball State University   2007 — 2008
Communication and Media Studies

Indiana State University   2004 — 2008
Communication and Media Studies

Experience
Allegiance Wealth Advisors, LLC   June 2013 - Present
Allegiance Health Advisors   July 2013 - Present
Cuna Mutual Group  2010 - 2013
Independant Agent  January 2009 - January 2010
Wachovia Securities Financial Network   January 2006 - December 2008

Skills
401(k), 403(b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Salary Continuation, Series 7 & 66..., Spit Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance

Education
Regis University
Bachelor's of Science, Finance and Financial Management Services

Camden County College
Associate of Science (A.S.), Engineering Science

Experience
AT&T Services Inc.   2006 - Present
Wachovia Securities Financial Network   2004 - Present
San Francisco State University  2005 - 2008
New United Motors (NUMMI)   July 2005 - January 2006
Cancersupportivecare.com   September 2004 - September 2005
Lawrence Technology   May 2003 - September 2005
HomeGain  June 2005 - August 2005
Wells Fargo PCS Technology   1997 - 2003

Skills
SQL, JavaScript, MySQL, Linux, Java, XML, Databases, PHP, Oracle, HTML, Visual Studio, Python, Struts, C++, Microsoft SQL Server, Unix, JSP, J2EE Application..., C#, Eclipse, JDBC, Agile Methodologies, Perl

Education
San Jose State University   2008 — 2016
Master's Degree, Software Engineering

San Francisco State University   2003 — 2008
Bachelor of Science, Computer Science, 3.6

City College of San Francisco   1998 — 2003
AS, Computer Info Systems, 3.88

Berkeley City College   1996 — 1999
Certificate, Computer Information Systems, 3.9

Experience
Ameriprise Financial Services, Inc.   May 2009 - Present
Wachovia Securities Financial Network   July 2005 - April 2009

Skills
Series 7, Series 66

Education
Carroll College   2000 — 2004
Bachelor of Arts (B.A.), History and International Politics

Experience
Wells Fargo Advisors  April 2014 - Present
Merrill Lynch  April 2003 - April 2014
Wachovia Securities Financial Network   March 2001 - April 2003

Skills
Portfolio Performance..., Financial Services, Retirement Planning, College Education..., Financial Guidance, Asset Allocation, Investment Strategies, Retirement, Investment Advisory, Asset Management, Risk Management, Finance, Financial Advisory

Education
Appalachian State University   1987 — 1991
Bachelor of Science (BS), Finance and Financial Management Services

Sanderson High School   1983 — 1987

Experience
NASDAQ OMX  2008 - Present
Thomson Reuters  2003 - 2008
Bear Stearns  2003 - 2003
Wachovia Securities Financial Network   1997 - 2003

Skills
Equities, Capital Markets, Derivatives, Trading Systems, Financial Markets, Fixed Income, Electronic Trading, Trading, Securities, Market Data, Investments, Risk Management, Asset Management, Options, Sales, Relationship Management, Building Relationships, Management, Team Management

Education
Bradley University   1992 — 1995
Finance, General

Experience
Center for Financial Planning, Inc.   September 2008 - Present
Raymond James Financial Services  September 2008 - Present
Wachovia Securities Financial Network   June 1999 - July 2004

Skills
Certified Financial..., Investment Research, Portfolio Management, Economics, Wealth Management, Mutual Funds, Investment Advisory

Education
Nichols College   2005 — 2007
Master of Business Administration (MBA)

College for Financial Planning   2001 — 2002
Financial Planning and Services

Aquinas College   1995 — 1999
Bachelor of Arts (B.A.), Economics and Finance

Hastings High School

Experience
Principal Financial Group  2011 - Present
Wells Fargo  January 2010 - 2011
Wachovia Securities Financial Network   May 2007 - August 2007

Education
Appalachian State University   2004 — 2008
Finance and Banking

Experience
Welcome Home Care   February 2015 - Present
lexington court   January 2014 - November 2014
Envoy of stratford hills   August 2013 - January 2014
Wachovia Securities Financial Network   2007 - 2009
Capital One  April 1998 - August 2004
Capital One  August 1995 - April 1998

Skills
Microsoft Office, Customer Service, Analytics, Project Management, Software Documentation, Finance, Team Building, Credit Cards, Risk Management

Education
Fortis College-Richmond   2009 — 2011
certification, Practical Nursing, Vocational Nursing and Nursing Assistants

Elon University   1990 — 1993
Bachelor of Arts (B.A.), History

Experience
Capital One  October 2011 - Present
Wells Fargo Advisors  July 2005 - September 2011
Wachovia Securities Financial Network   July 2003 - January 2011
Capital One  March 2002 - June 2003
Bahwan Cybertek  January 2001 - June 2002
Addsoft LLC Oman   July 1998 - January 2000

Skills
Integration, Change Management, Software Development, Management, Business Strategy, Acquisition Integration, Project Management, Mergers, SDLC, Program Management, Business Analysis, Requirements Analysis, Software Project..., Process Improvement, Business Intelligence, Vendor Management, Analysis, PMO, IT Management, CRM, Business Requirements, Business Process, Data Modeling, SOA, Business Process..., Requirements Gathering, Leadership, Microsoft SQL Server, Project Portfolio..., Enterprise Architecture, Project Delivery, Agile Methodologies, PMP, Visio, IT Strategy, Mergers

Education
Bharathiar University   1994 — 1998
BS, Electronics and Communication

Stanes High School   1987 — 1994

Experience
Contact At Once!  December 2011 - Present
Contact At Once!  January 2009 - December 2011
Who's Calling  November 2002 - December 2009
Fountain Hills Adventure Boot Camp & EZ 8 Running   July 2007 - December 2008
LexisNexis  January 2008 - September 2008
Youth Wakeboard Camp   May 2007 - August 2008
Visible Customer  August 2007 - January 2008
Who's Calling, Inc -Information Tech. Software   November 2002 - April 2007
Wachovia Securities Financial Network   April 2000 - November 2002

Skills
Salesforce.com, Account Management, Lead Generation, New Business Development, Sales Management, SaaS, Sales Process, Direct Sales, Solution Selling, Cold Calling, B2B, Sales

Education
Central Washington University   1995 — 1999

Issaquah High School

Experience
Miller Trucking Co LLC   June 2014 - Present
Wells Fargo Bank  March 2008 - June 2014
Wachovia Securities Financial Network   March 2008 - February 2011

Education
Bowie State University   2001 — 2006
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law

Hampton University   1990 — 1997
Bachelor of Business Administration (BBA), Management Information Systems, General

Central High school   1989 — 1991

Experience
Globe Express Services  July 2014 - December 2014
TEKsystems  September 2012 - July 2014
Geek Shield, Inc.   August 2005 - December 2013
Duke Energy Corporation  August 2009 - September 2012
Wells Fargo  January 2009 - July 2009
Bank of America  January 2006 - January 2009
Wachovia Securities Financial Network   September 1999 - January 2006

Skills
SDLC, SQL, Web Services, Microsoft SQL Server, Database Design, SharePoint, Databases, Software Documentation, XML, Access, AJAX, Web Applications, JavaScript, Software Development, .NET, C#, IIS, Crystal Reports, Troubleshooting, T-SQL, VB.NET, ASP.NET, jQuery, CSS, Visual Basic, KnockoutJS, Subversion, Git, WinForms, Telerik Web Controls

Education
Central Piedmont Community College   1981 — 1983
Associate's degree, Computers

East Carolina University
Commercial and Advertising Art

Experience
Ferrigno-Storrs, Realtors LLC   May 2005 - Present
Wachovia Securities Financial Network   January 2005 - April 2005
Northwestern Mutual  January 2004 - January 2005

Skills
Real Estate, Real Estate Transactions, Mortgage Lending, Valuation, Buyer Representation, First Time Home Buyers, Seller Representation, Leasing, Rentals, National Association of..., Due Diligence, Loans, New Home Construction, Condos, home market analysis, Relocation, Referrals, Single Family Homes

Education
The University of Connecticut School of Business   2007 — 2009
MBA, Real Estate & Finance

Boston College   2000 — 2004
BA, Economics & History

Experience
Noven Pharmaceuticals  April 2011 - Present
Shire Pharmaceuticals  August 2010 - March 2011
Wachovia Securities Financial Network   March 2009 - July 2010
Animal Medical Center  May 2008 - March 2009
Siemens ISS   2006 - 2008
Siemens IT solutions  2006 - 2008
NYSE  2005 - 2006
CUNY  2000 - 2005

Skills
Technical Support, Windows Server, Active Directory, IT Operations, Laptops, Citrix, Troubleshooting, Lotus Notes, Service Desk, Blackberry Enterprise..., Windows 7, Microsoft Exchange, Disaster Recovery, XP, VMware, Help Desk Support, VPN

Education
City University of New York   2008 — 2010
Information Systems

Experience
PIMCO  August 2015 - Present
University of Chicago Booth School of Business  August 2013 - June 2015
PIMCO  June 2014 - August 2014
PIMCO  January 2012 - July 2013
PIMCO  April 2010 - January 2012
RSM McGladrey  June 2009 - April 2010
Trust Company of the West  May 2008 - August 2008
Edward Jones  August 2007 - December 2007
Wachovia Securities Financial Network   May 2006 - September 2006

Education
Azusa Pacific University   2005 — 2009
Bachelor of Science, Finance

The University of Chicago - Booth School of Business
Master of Business Administration (MBA)

Experience
ISNetworld  January 2015 - Present
ISNetworld  April 2014 - Present
ISNetworld  April 2013 - March 2014
ISNetworld  July 2012 - April 2013
ISN  October 2011 - July 2012
ISN  April 2011 - September 2011
Commerce Bancshares, Inc.   June 2010 - April 2011
American Century Investments  June 2009 - August 2009
Wachovia Securities Financial Network   June 2006 - August 2006

Skills
Corporate Finance, Financial Analysis, Data Analysis, Financial Accounting, Microsoft Excel, Financial Reporting, Budgets, Analysis, Finance, Forecasting, Management, Marketing, Project Management, PowerPoint

Education
Southern Methodist University   2015 — 2017
Master of Finance, International Finance

Baylor University   2006 — 2010
BBA, Finance

Baylor University - Hankamer School of Business   2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General

Experience
The Kraft Heinz Company  August 2014 - Present
Sapa Extrusions (contractor via Robert Half Account Temps)   December 2013 - May 2014
Highmark (contractor via Celerity)   April 2013 - November 2013
Linium Staffing  January 2013 - April 2013
US Steel - (contractor via Mastech)   January 2011 - December 2012
University of Phoenix  June 2010 - January 2011
Thermo Fisher Scientific  January 2008 - May 2009
Bank of New York Mellon  June 2002 - January 2008
Wachovia Securities Financial Network   June 2000 - June 2002

Skills
SDLC, Business Analysis, Training, Finance, Project Management, Analysis, Databases, PMO, Requirements Gathering, Time Management, Financial Modeling, Management, Project Planning, Software Quality...

Education
Albright College   1996 — 2000
B.S. Finance, Finance

Experience
BNY Mellon  November 2009 - Present
Wachovia Securities Financial Network   May 2008 - December 2008

Skills
Word, PowerPoint, Excel, Analysis, Microsoft Office, Data Analysis, Research, Photoshop, Financial Services, Editing, Financial Analysis

Education
Boston University   2004 — 2009
Bachelor Of Arts, Economics, International Relations

Experience
FDIC  April 2010 - January 2011
Wells Fargo Advisors  April 2007 - March 2009
Wachovia Securities Financial Network   January 2005 - October 2006
Beneco, Inc   October 2003 - September 2004
The Benefits Group, Inc   July 2001 - October 2002
Wachovia Securities  December 2000 - January 2001
Santa Barbara Bank and Trust  September 1998 - November 2000

Skills
Mutual Funds, Investments, Banking, Excel, Word, Customer Service, Administration, Problem Solving, Microsoft Office, Customer Relations, Microsoft Excel, Microsoft Word, System Administration, Wealth Management, Account Reconciliation, Accounting, Trading, Financial Analysis, Financial Services, Business Analysis, Securities, Valuation, Equities, Fixed Income, Financial Reporting, Analysis, Options, Back Office, Bloomberg, Bonds, Investment Banking, Financial Risk, Credit Risk, Risk Management, Finance, Financial Markets, Credit, Asset Allocation, Loans, Credit Analysis, Asset Management, Relationship Management, Hedge Funds, Cash Management

Education
California State University-Northridge   1982 — 1984
Finance

Santa Monica College   1980 — 1982
Accounting

Experience
Bank of Alameda  July 2009 - Present
Wachovia Securities Financial Network   April 2008 - April 2009
Washington Mutual wholesale mortgage   April 2003 - April 2007
Castle Marble and Granite   January 2006 - January 2007
Western Security Morgage   January 1999 - February 2001
Erwin Home Equity   January 1998 - January 1999

Skills
Banking, Loans, FHA, Mortgage Lending, Credit, Credit Analysis, Portfolio Management, Underwriting, Retail Banking, Customer Service, Sales, Small Business Lending, New Business Development, Microsoft Excel

Education
California State University-Hayward   1996 — 1998
BA, Finance

University of Colorado at Denver   1994 — 1996
junior classes, transfered back to bay area

Experience
UBS Wealth Management  January 2009 - Present
Wachovia Securities Financial Network   July 1997 - January 2009

Education
California State University-Sacramento   1989 — 1991
Bachelor's degree, Business/Real Estate and Land Use Affairs

American River College

Experience
Bits & Bytes Creative Design   April 1994 - Present
WORDsmart Word Processing, Inc.   January 2005 - Present
Easton Associates (now Navigant Consulting)   January 2010 - November 2012
Health Science Communications  November 2007 - April 2009
IHS Support Solutions   December 2005 - November 2007
Wachovia Securities Financial Network   January 2000 - October 2004
Prudential Securities Incorporated  December 1996 - January 2000

Skills
Web Design, Graphic Design, Photoshop, Dreamweaver, Adobe Creative Suite, Flash, HTML, CSS, Microsoft Office, Retouching, Web Development, JavaScript, Customer Service, Excel, PowerPoint, Windows, Writing, Editing, Graphics, Brochures, Wordpress, Adobe Acrobat, Microsoft Word, Microsoft Excel, InDesign, User Interface Design, FileMaker, Image Editing, Digital Audio, Audio Editing, Digital Recording, Employer Branding, Learning Quickly, Creative Problem Solving, Adobe Captivate, Logo Design, Photography, Layout, Typography, Posters, Problem Solving, Logos, Corporate Identity, Word, Illustration, JavaScript Libraries, Project Management, Agile Project Management, Technical Writing, Troubleshooting

Education
Art Institute of Pittsburgh   2010 — 2013
Associate of Science (AS), Web Design & Interactive Media, 3.74/4.00

Udemy
Web development technologies

Experience
USAA  September 2008 - Present
Wachovia Securities Financial Network   June 2006 - September 2008

Education
Carroll College   1991 — 1996
BS, Finance

Experience
Wells Fargo Advisors. LLC  January 2009 - Present
Wachovia Securities Financial Network   May 2007 - January 2009
A.G. Edwards & Sons, Inc.   January 1993 - May 2007
Oberweis Securities Inc   March 1983 - January 1993

Skills
401(k) Rollovers

Education
Aurora University   1982 — 1984
Economic Theory, Economics

Waubonsee Community College   1979 — 1981
Associate of Arts (AA), Liberal Arts

East Aurora High   1976 — 1979

Aurora Central Catholic High School   1975 — 1976

Our Lady of Good Counsel   1967 — 1975

Experience
Virginia Department of Social Services  2013 - 2014
Genworth Financial  August 2008 - March 2013
Genworth Financial  August 2008 - March 2013
Wachovia Securities Financial Network   June 2006 - August 2008

Skills
Organizational..., Talent Management, Leadership, Training, Performance Management, Team Leadership, Organizational..., Succession Planning, Strategic Planning, Workforce Management, Management, Employee Engagement, Technical Training, Onboarding, Workshop Facilitation, Consulting, Training Facilitation, Team Building, Team Facilitation, Curriculum Design, Curriculum Development, Curriculum Assessment, Fundraising, Functional Training

Education
Central Michigan University   1999 — 2001
Masters, Administration

Old Dominion University - College of Business and Public Administration
Bachelor's Degree, Business Administration and Management, General

Experience
Kaiser Permanente  March 2010 - Present
Kaiser Permanente  June 2007 - October 2010
Wachovia Securities Financial Network   November 2006 - June 2007
JPMorgan Chase & Co.   September 2004 - November 2006

Skills
Revenue Cycle, Data Warehousing, Informatics, SQR, SDLC, Vendor Management, Leadership Development, Risk Management, Team Leadership, Training, Consulting, Program Management, Process Improvement, Business Process..., Business Process, Strategic Planning, Project Management, Mentoring, Business Analysis, Coaching, Organizational..., Customer Service, Learning Management, Performance Improvement, Human Resources, Analysis, Microsoft Excel, Software Documentation, Instructional Design, Visio, Healthcare, Project Planning, Healthcare Information..., Sales, Change Management, Team Building, Strategy

Education
Career Academy   2014 — 2015
Project Management

Ouellette & Associates   2008 — 2008
Business Requirements Management

McGraw-Hill
Six Sigma

Experience
Wachovia Securities Financial Network   April 2000 - March 2009
SunTrust Investment Services  June 1990 - August 1999

Skills
Microsoft Excel, Customer Satisfaction, Commercial Banking, Banking, Credit, Retail Banking, Microsoft Word, Outlook, Microsoft Office, Access, Data Entry, Administrative..., Credit Analysis, Team Leadership

Education
The Real Estate Academy - Richmond Virginia - 5/26/2009   2009 — 2009
Certificate of Completion

Borough of Manhattan Community College   1980 — 1983
Associate of Arts, Business Admin

Experience
Echo Canyon River Expeditions  2010 - Present
Wachovia Securities Financial Network   2007 - 2009

Skills
Public Speaking, Microsoft Excel, Event Planning

Education
Christopher Newport University   2003 — 2007
Business Administration, Finance

Experience
Walgreens  2009 - Present
Walgreens  December 2009 - October 2011
Wachovia Securities Financial Network   February 2007 - January 2009

Skills
microsoft word, excel,..., Customer Service, Teamwork, Call Center, Phone Skills, Outlook, Access, Spreadsheets, Deposits, Lotus Notes, Inventory Management, Customer Satisfaction, Microsoft Word, Retail, PeopleSoft, Microsoft Office

Education
American InterContinental University-South Florida   2011 — 2013
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

American InterContinental University-South Florida   2007 — 2013
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Experience
BB&T  March 2008 - Present
Wachovia Securities Financial Network   March 2005 - March 2008
Citizens Bank  March 2003 - February 2005

Education
Christopher Newport University   1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General

Experience
Parrott Academy (private school)   August 2008 - Present
Wachovia Securities Financial Network   February 2003 - October 2003
Law Offices of Case and Drinka   September 1989 - October 1990
3M (Minnesota, Mining and Manufacturing) Company   July 1984 - July 1989
Gilder Broadcasting, Sault Ste.Marie, Ontario   1975 - 1979

Skills
Public Speaking, Radio Host, Volunteer Management, Volunteer Recruiting, Law Office Management, Curriculum Design, Customer Service, Curriculum Development, Teaching, Graphic Arts, Newsletter Production, Orchestral Music, Music Performance, Music Director, Proofreading, Copy Editing, Creative Writing, Proposal Writing, Administrative..., Computer Proficiency, Activity Based..., Project Management, Organizational..., Financial Reporting, Civil Air Patrol...

Education
Lake Superior State University, Sault Ste.Marie, MI   1976 — 1979
Bachelor's degree, History and Government (dual degrees), Minor in English

California State University-Fullerton
History and Government, Minor in English

Experience
BAE Systems  September 2011 - Present
Wachovia Securities Financial Network   August 2001 - January 2004
Wachovia Securities Financial Network   July 1997 - August 2001

Education
Sinclair Community College   1976 — 1977
Business/Office Automation/Technology/Data Entry

Central Piedmont Community College
Micro Soft Applications