Experience
Shoe Carnival, Inc.   December 2012 - Present
Kohl's Department Stores  July 2009 - December 2012
Erik Anderson Committee   February 2012 - November 2012
Kohls Department Store  August 2007 - July 2009
Wachovia Securities Financial Network   July 2006 - July 2007
East Carolina University, The Career Center   August 2005 - May 2006
East Carolina University  May 2004 - August 2005
Proffitt’s Department Store   May 2003 - August 2003

Skills
iPod, Blackberry, Adobe Creative Suite, Microsoft Office, Microsoft Excel, Business, Customer Service, Community Outreach, Coordination, PeopleSoft, Google Adwords, Google Docs, Google Webmaster Tools, Pagemaker, Votebuilder, Outlook, Volunteer Management, Email Marketing, Product Marketing, Problem Solving, Public Speaking, Digital Marketing, Sales, Social Media, Leadership, Marketing, Time Management, Management, Social Networking, Merchandising, Research, Interviews, Event Planning, Visual Merchandising, Press Releases, Training, Team Building, Microsoft Word, Retail, Fundraising, Social Media Marketing, Inventory Management, Store Management, Customer Satisfaction, Retail Sales, Event Management

Education
East Carolina University   2004 — 2006
MBA, Business

East Carolina University   1999 — 2003
BS, Merchandising

Experience
Heritage Wealth Management Group - LPL Financial   May 2009 - Present
Wachovia Securities Financial Network   2005 - 2009

Skills
Wealth Management, Investments, Series 7, Uniform Combined State..., Series 63, Retirement Planning, Retirement, Wealth, Fixed Annuities, Mutual Funds, Strategic Financial..., Alternative Investments, 401k Rollovers, Licensed Life Insurance..., Variable Annuities, FINRA, Roth IRA, Investment Advisory, 401k, Series 6, Series 65, IRAs, Wealth Accumulation, College Savings Plans, Wealth Management..., ETFs, 529 Plans, Financial Planning, Life Insurance, Retirement Income..., Series 66

Education
College for Financial Planning
Certified Financial Planning - Program, CFP

University of the Philippines   1997 — 2002
Bachelor's degree

Experience
UBS Financial Services  November 2011 - Present
Merrill Lynch  October 2003 - November 2011
Wachovia Securities Financial Network   November 1999 - October 2003

Education
Connecticut College   1994 — 1998
Bachelor of Arts (BA), Art History

Red Bank Catholic High School   1990 — 1994

Experience
SouthEast Events LLC   January 2010 - Present
LPL Financial  November 2007 - July 2015
Wachovia Securities Financial Network   August 2005 - November 2007
Wachovia Securities Financial Network   January 2005 - August 2005
Wachovia Securities Financial Network   December 2003 - January 2005
Wachovia Securities Financial Network   August 1999 - December 2003

Skills
Organizational..., Team Leadership, Series 7, Series 63, Investments, Team Motivation, Customer Support, Customer Service, Securities, Qualified Retirement..., Financial Analysis, Wealth Management, Mutual Funds, Leadership Development, Microsoft Office, Strategic Financial..., Business Analysis, Financial Services, Risk Management, Customer Relations, Alternative Investments, Mergers & Acquisitions, Problem Solving, Conflict Resolution, Forecasting, Trend Analysis, Performance Improvement, Root Cause Problem..., Call center start-up, NICE Call Recording, Call Centers, Service Center..., Trading, ACATS, Managed Money, Adherence, Call Quality, Communication, Productivity Improvement, Coaching, Time Management, Business Efficiency, Financial Planning

Education
Coastal Carolina University
Bachelor of Science (B.S.), Business Administration and Management, General

Experience
The Besen Group  September 2013 - Present
SANTANDER INVESTMENT SECURITIES  September 2012 - September 2013
Fidelity Investments  2010 - September 2012
Merrill Lynch  2008 - 2010
Wachovia Securities Financial Network   2002 - 2008
Paine Webber  1998 - 1999

Skills
English, Research, Strategic Planning, Budgets, Investments, Portfolio Management, Finance, Financial Planning, Mutual Funds, Business Planning, Management, Training, Bonds, Investment Management, Hedge Funds, Retirement, Fixed Annuities, Small Business, Life Insurance, Asset Management, Investment Properties, Real Estate, Real Estate Transactions, Referrals, Strategic Financial...

Education
Fairleigh Dickinson University
Certified Financial Planner Program

Western Maryland College
Business Finance

Experience
Great-West Financial  December 2008 - November 2012
Great-West Financial  November 2007 - December 2008
Wachovia Securities Financial Network   May 2006 - November 2007
T. Rowe Price  March 2000 - May 2006

Skills
401k, Mutual Funds, Retirement, Series 7, Financial Services, Series 63, Asset Allocation, Series 6, Retirement Planning, Defined Benefit, Securities, FINRA, Employee Benefits, Investments, Pensions, Insurance, Alternative Investments

Education
Colorado College   1990 — 1994
BA, Economics, Political Science

Experience
On-Target Supplies & Logistics  March 1993 - Present
Wachovia Securities Financial Network   July 1987 - September 1990

Skills
Outlook, Customer Service, Strategic Planning, Event Planning, Microsoft Office, Teaching, Marketing, Microsoft Word, Microsoft Excel, Marketing Communications, Research, Budgets, Social Media, Social Networking, Leadership, Training, Organizational..., Office Management

Education
Dallas County Community College   1990 — 1993
Administrative/Business/Management, Business Administration and Management, General

Executive Secretarial School Dallas   1990 — 1993
Associate's Degree, Office Management and Executive Assistance

Experience
Self Employed  January 2006 - Present
South Beach International Realty  October 2005 - September 2015
Principal Financial Group  September 2012 - March 2014
MetLife  2006 - 2012
TIAA-CREF  September 2002 - June 2005
Wachovia Securities Financial Network   April 2000 - September 2002
Prudential Financial  July 1996 - April 2000

Skills
Public Speaking, Public Relations, Financial Advisory, Strategic Financial..., Modeling, Acting, Creative Writing, News Writing, Retirement, Fixed Annuities, Investments, Mutual Funds, Employee Benefits, Insurance, Finance, Personal Finance, Life Insurance, Financial Services, Wealth Management, Leadership, Series 63, Retirement Planning, Series 7, Small Business, Securities, Disability Insurance, Series 6, Bonds, Entrepreneurship, Social Networking, Financial Planning, Social Media

Education
Colorado State University   1982 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General, 3.5

Florida Department of Insurance
Florida Insurance Licensed, Group 1 Insurance License

FINRA
Series 7, 65, 63, Financial Planning and Services

Florida Department of Real Estate   2005 — 2017
Licensed Realtor Associate

Experience
Wells Fargo  September 2014 - May 2015
J.P. Morgan   June 2011 - November 2014
Chase  June 2011 - November 2014
US Federal Government  August 2013 - December 2013
Wells Fargo Advisors  May 2010 - June 2011
Philadelphia Corporation for Aging  September 2007 - May 2009
Wilmington Trust Retirement and Institutional Services Company   January 2006 - August 2008
Wachovia Securities Financial Network   April 2003 - August 2005

Skills
Business Process..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Project Management, Risk Management, Compliance, Business Analysis, Management, Google Analytics, CRM, SDLC

Education
Colorado Technical University   2013 — 2014
Organizational Leadership, Information Technology Project Management, 3.8

Colorado Technical University   2013 — 2014
Master of Science (M.S.), Management Information Systems, General, 3.89

Wilmington University   2010 — 2012
Bachelor of Science (BS), Organizational Management, 3.5

Experience
KK Group, LLC   May 2007 - Present
Microsoft  May 2006 - May 2007
Microsoft  May 2003 - April 2006
Commerce One  June 1999 - May 2002
Modis  June 1996 - June 1999
Wachovia Securities Financial Network   June 1994 - April 1996
Federal Deposit Insurance Corporation  August 1992 - May 1994

Skills
International Business..., Negotiation, New Business Development, Business Strategy, Marketing Strategy, Product Launch, Sales Process, Sales Management, Enterprise Software, Strategic Partnerships, Business Alliances, Go-to-market Strategy, Strategy, Start-ups, Business Intelligence, CRM, Product Marketing, Business Development, Solution Selling, Partner Management

Education
Oxford University- St. Edmonds Hall   1991 — 1992
Post graduate business and legal studies, 3.5

Converse College   1987 — 1991
Bachelor's degree, International Business and Political Science, 3.7

Experience
American Cancer Society  May 2014 - Present
EW Corporation  January 2013 - Present
Jordan/Central Implement   July 2011 - December 2012
Ahern International, Inc.   May 2008 - June 2011
Wachovia Securities Financial Network   December 2004 - May 2008

Skills
Microsoft Excel, Microsoft Office, Customer Service, Payroll, Recruiting, Human Resources, Policy, Team Building, Performance Management, Training, Organizational..., Leadership Development, Strategic Planning, Public Speaking, Coaching, Deferred Compensation, Management, Leadership

Education
Keller Graduate School of Management of DeVry University
MBA, Human Resources

DeVry University
BS, Business Administration

Experience
Colorado State University  May 2015 - Present
Colorado State University  September 2014 - May 2015
University of Missouri - St. Louis  January 2011 - December 2013
Manup Campaign   January 2009 - January 2011
Wachovia Securities Financial Network   September 2008 - December 2008
Citi  April 2007 - July 2008
Citi  December 2006 - April 2007

Skills
Econometrics, SAS programming, Shazam, R, Leadership, Economics, Customer Service, Microsoft Excel, Data Analysis, Statistics, Econometric Modeling, Accounting, Quantitative Analytics, Statistical Modeling, SAS, Research, Finance, Tutoring, Microsoft Office, Analysis

Education
Colorado State University   2014 — 2019
Doctor of Philosophy (PhD), Economics

University of Missouri-Saint Louis   2013 — 2014
Bachelor of Science (B.S.), Mathematics

University of Missouri-Saint Louis   2012 — 2013
Master's degree, Economics

University of Missouri-Saint Louis   2012 — 2013
Certificate of Applied Econometrics and Data Analysis, Economics

University of Missouri-Saint Louis   2010 — 2012
Bachelor of Science (B.S.), Economics

Ranken Technical College   2004 — 2006
Associate's degree, Automotive Maintenance

Lafayette High School   1992 — 1995
High School Diploma, High School/Secondary Diplomas and Certificates

Experience
Pop Up Shop   2013 - Present
Wells Fargo  2007 - 2010
Wachovia Securities Financial Network   2007 - 2010

Skills
Entrepreneurship, Start-ups, Marketing Strategy, Online Advertising, Social Media, E-commerce, Social Media Marketing, Marketing, User Experience, Online Marketing, SEO, New Business Development, Email Marketing, Digital Marketing, Public Speaking

Education
Foothill College
Architecture

University of Phoenix
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Experience
Cole Haan  February 2013 - Present
GUESS? (GES)   November 2010 - November 2012
NIKE INC. (NKE)   June 2009 - October 2010
CONVERSE INC. (A NIKE SUBSIDIARY)   June 2005 - June 2009
BANCFIRST CORPORATION (BANF)   June 2003 - June 2005
Wachovia Securities Financial Network   June 2001 - June 2002
Devon Energy  June 1997 - June 1999
PwC  June 1993 - June 1997

Skills
Corporate Finance, Finance, Management, Accounting, Leadership, Retail, Sales, Portfolio Management, Investment Banking, Financial Analysis, Financial Modeling, Forecasting, Strategic Planning, Mergers, Strategic Financial..., Financial Reporting, Investor Relations, Business Strategy, Business Planning, Budgets

Education
Duke University - The Fuqua School of Business   1999 — 2001
Master of Business Administration (MBA), Finance, General

East Central University   1989 — 1993
Bachelor of Science (B.S.), Accounting

Experience
Trafalgar Tours / Brendan Vacations   January 2013 - Present
Crossroads Travel   September 2009 - January 2013
Affinion Loyalty Group  November 2009 - January 2012
Edelman Financial Advisors   June 2008 - January 2009
Wachovia Securities Financial Network   January 2004 - June 2008
Wachovia Securities  March 2002 - January 2004
IJL / Wachovia Securities   September 2001 - March 2002
IJL / Wachovia Securities   October 2000 - September 2001
IJL / Wachovia Securities   October 1999 - October 2000
IJL / Wachovia Securities   March 1997 - October 1999

Skills
Customer Relations, Strategic Planning, New Business Development, Marketing Strategy, Customer Service, Sales Management, Event Management, Team Building, Budgeting, Marketing, Product Marketing, B2B, Sales

Education
Elon University   1990 — 1994
B.A, Psychology

Elon University
Bachelor of Arts (B.A.), Psychology

Experience
Stephens Inc.  August 2013 - Present
UBS  October 2008 - Present
Wachovia Securities Financial Network   January 2008 - October 2008

Education
Elon University   2002 — 2006
Bachelor of Business Administration (BBA), Finance, General

The Hill School   1999 — 2002
Graduate

Shady Side Academy   1996 — 1997

Experience
Charles Aaron Silverman PC   February 2013 - Present
Kaplan Silverman, LLC  December 2011 - February 2013
Mallon & Johnson   September 2011 - June 2012
Sands Distributing   2002 - 2007
Wachovia Securities Financial Network   June 2004 - August 2004

Skills
Legal Writing, Legal Research, Westlaw, Civil Litigation, Litigation, Mediation, Research, Microsoft Office, Document Review, Legal Documents, Pleadings, Legal Assistance, PACER, Editing, Document Drafting, Commercial Litigation, Wordperfect, Depositions, Trials, Notary Public, Courts, Lexis, Motions, Bankruptcy

Education
Loyola University of Chicago   2010 — 2011
Certificate, Paralegal Studies

Uniwersytet Jagielloński w Krakowie / Jagiellonian University   2008 — 2009
Master of Arts, Cultural Studies

Drake University   2002 — 2006
BA, History

Experience
MetLife  February 2015 - Present
MetLife  March 2014 - February 2015
MetLife  January 2012 - March 2014
MetLife  February 2011 - January 2012
MetLife  November 2007 - February 2011
Wachovia Securities Financial Network   September 2005 - July 2007

Skills
Projects, Communicaitons, Change Management, Presentations, Financial Forecasting, Channel Strategy..., Brazilian Portuguese, Insurance, Forecasting, Leadership, Risk Management, Analysis, Management, Finance, Strategy, Sales, Project Planning, Business Planning, Recruiting, Sales Operations, Strategic Financial..., Financial Planning, Employee Benefits, Life Insurance, Training, Strategic Planning

Education
Fairleigh Dickinson University   2008 — 2010
Master of Business Administration (MBA), International Business

Concordia College-New York   2001 — 2004
Bachelor of Science (B.S.), Business Administration, Accounting, Psychology

Experience
Wells Fargo Advisors, LLC  January 2008 - Present
Wachovia Securities Financial Network   2005 - 2008

Skills
Investments, Retirement Planning, Asset Allocation, Insurance, Finance, Mutual Funds, Financial Advisory, Securities, Investment Strategies, Credit, Wealth Preservation..., Wealth Transfer, Loans

Education
Florida Institute of Technology   2009 — 2011
Finance and Accounting, MBA

Rollins College   1996 — 1999
Bachelor of Arts (BA), Organizational Behavior

Experience
Burkett Burkett & Burkett Certified Public Accountants, P.A.   August 2008 - Present
Baker & Taylor  2006 - 2008
Wachovia Securities Financial Network   2004 - 2006

Skills
Financial Statement..., Tax Preparation, GAAP, General Ledger, QuickBooks, Tax Accounting, Internal Controls, Partnership Taxation, Financial Statements, Financial Accounting, Corporate Tax, CPA, Tax, Auditing, Financial Reporting, Bookkeeping

Education
Winthrop University   2006 — 2011
Bachelor of Science (BS), MBA, Accounting

Fayetteville State University   1998 — 2000

Experience
XML Financial Group  August 2009 - Present
Montgomery County Chamber of Commerce  2013 - Present
TJ-JL Foundation, Inc.   January 2010 - Present
American Diabetes Association  March 2010 - Present
The C.L.A.Y. Foundation   November 2012 - Present
JUST TRYAN IT   January 2011 - November 2012
Stifel Nicolaus  January 2007 - October 2009
Ryan Beck & Co.   September 2005 - October 2009
Wachovia Securities Financial Network   March 2000 - October 2005

Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Finance, Fundraising, Estate Planning, Public Speaking, New Business Development, Strategic Planning, Small Business, Financial Services, Leadership, Portfolio Management, Philanthropy, Non-profits, Insurance, Nonprofits, Executive Management, IRAs, Life Insurance, Financial Modeling, 401k, Series 7, Financial Analysis, Program Management, Retirement, Strategy, Equities, Financial Planning, Asset Managment, Investment Advisory, Asset Allocation, Employee Benefits, Investment Strategies, Asset Management, Business Planning, Financial Planners, Securities, Risk Management, Financial Advisory, Series 63, Wealth, Uniform Combined State..., Alternative Investments, Long-term Care, Investment Management, Disability Insurance

Education
East Carolina University   1990 — 1993

Walter Johnson High School   1985 — 1989

Experience
Jerome-Gun Hill Business Improvement District   July 2013 - September 2015
Mosholu Preservation Corporation (A support organization of Montefiore Medical Center)   July 2013 - September 2015
Montefiore Health System  July 2013 - September 2015
Hunts Point Economic Development Corporation   February 2010 - July 2013
Wachovia Securities Financial Network   2004 - 2009
JPMorgan Chase  2000 - 2004

Skills
Non-profits, Small Business, Community Outreach, Public Speaking, Event Planning, Strategic Planning, Media Relations, Public Relations, Event Management, Business Planning, Program Management, Start-ups, Nonprofits, Entrepreneurship, Leadership Development, Coaching, Sales, Business Development, Social Networking, Leadership, Management, Strategy, Program Development, Budgets, Spanish, Banking, Team Building, Social Media, Finance, New Business Development, Grants, Training, Fundraising, Marketing, Time Management, Mergers & Acquisitions, Customer Service, Volunteer Management, Organizational..., Community Development, Grant Writing, Project Management, Executive Management, Business Strategy, Change Management, Policy, Government, Investments, Proposal Writing, Philanthropy

Education
Florida Institute of Technology   2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance

Concordia College-New York   2004 — 2006
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General

University of Technology, Jamaica   1991 — 1994
Diploma, Electrical Engineering

Experience
Dello Russo LaserVision   2015 - Present
Seton Hall University  2015 - September 2015
La maison du chocolat  August 2014 - April 2015
Wells Fargo Advisors  2011 - 2012
Wachovia Securities Financial Network   2008 - 2011
World Savings  August 2005 - December 2008
Saint Clare's Health System  May 2002 - June 2005
Victoria's Secret  2000 - 2002

Skills
Nursing, Emergency Medicine, Mental Health, Customer Service, Banking, Mutual Funds, Wealth Management, Investments, Retirement, Securities, Strategic Financial..., Financial Services, Healthcare, Sales Management, EMT, CPR Certified, Pediatric Nursing, Geriatric Nursing, Maternity, Acute Care, Patient Advocacy, Community Health, Bartending, Chocolate, Time Management, Financial Planning, Risk Management, Strategic Planning, Microsoft Word, Data Entry, PowerPoint, Public Speaking, Microsoft Office, Marketing Strategy, Outlook, BLS, Microsoft Excel

Education
Seton Hall University   2012 — 2013
Bachelor of Applied Science (B.A.Sc.), Registered Nursing/Registered Nurse, GPA 3.017

Montclair State University   2004 — 2006
Bachelor of Arts (B.A.), Psychology

Essex County College   2002 — 2004
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, GPA 3.30

James Caldwell High School   1997 — 2001

Mix em' up Bartending School
Certified Bartender

Experience
MetLife  January 2014 - Present
BB&T  October 2005 - July 2013
Wachovia Securities Financial Network   2000 - 2005
First Union National Bank  1998 - 2000

Skills
Customer Relationship..., Risk Management, Project Management, Process Improvement, PC, Mac, Microsoft Office, Thompson One, WebCRD, Mobius, Securities, Accounting, CRM, Customer Service, Banking, Training, Series 6, Series 63, Series 7, Series 24, Equities, Management, Finance, Auditing, Mutual Funds, Fixed Annuities, Retirement Planning, Bank Secrecy Act, Retirement, KYC, IRAs, Wealth Management, FINRA, AML, 401k, Investments, Financial Risk, Asset Allocation

Education
Ferrum College   1992 — 1995
Bachelor of Science (B.S.), Business Administration with concentration in Finance

Virginia Western Community College   1986 — 1990
Associate of Science (A.S.), Business Administration

Experience
Mars Hill College  August 2011 - Present
Wachovia Securities Financial Network   July 2006 - July 2008
The Biltmore Company  May 2005 - November 2007

Education
East Tennessee State University   2008 — 2011
Master of Arts (M.A.), English Language and Literature, General

Mars Hill College   2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General

Experience
Pierce and Associates  September 2013 - Present
School Health Corporation  December 2009 - August 2011
School Health Corporation  May 2008 - December 2009
Wachovia Securities Financial Network   September 2007 - May 2008

Skills
Windows, Java, J2EE Web Services, SQL, JavaScript, NetBeans, Eclipse, SQL Server Management..., SSRS, Crystal Reports, Primefaces, Microsoft Office, Adobe Acrobat, Oracle SQL Developer, VirtualBox, Microsoft Office..., Linux, Desktop Computers

Education
DePaul University   2011 — 2015
Master's degree, Computer Science

Illinois Wesleyan University   2003 — 2007
Bachelor of Arts, Business Administration

Experience
Down to the Wire   January 2007 - Present
BroadRiver Communication   October 2005 - Present
Westwood College  August 2004 - August 2005
Wachovia Securities Financial Network   2002 - 2003

Skills
VoIP, Routers, Cisco Technologies, Networking, Troubleshooting, Juniper, Telecommunications, Switches, Network Security, Network Engineering, Consulting, CCNA, Software Installation, Servers, Hardware, Entrepreneurship, Ethernet, Internet, WAN, T-carrier, VPN, Cisco IOS, Cisco Routers, Cisco Call Manager, Structured Cabling, Wireshark, TCP/IP, RTP, VLAN, Trunking, Integrated Access, Equipment Maintenance, Production Managment, Provisioning, Network Administration, Voice & Data Convergence, QoS, Metaswitch, Manufacturing, Quality Management, Customer Service, Manufacturing..., Mechanical Engineering, Hosted Voice, Internet Troubleshooting, Wireless Networking, Fax, Applied Mathematics, Microsoft Excel, Microsoft Word

Education
DeVry - Alpharetta   2000 — 2002
Bachelor's, Information Technology

Georgia Institute of Technology   1984 — 1989
Bachelor's, Mechanical Engineering

Experience
Sullivan County Department of Education  August 2007 - Present
Wachovia Securities Financial Network   February 2001 - October 2002
AmSouth Bank  February 1999 - February 2001

Skills
Staff Development, Curriculum Design, Classroom, Lesson Planning, Classroom Management, Curriculum Development, Elementary Education, Microsoft Word, Differentiated..., Literacy

Education
Milligan College   2004 — 2007
Master of Education (M.Ed.), Elementary Education and Teaching

East Tennessee State University   1993 — 1995
Bachelor of Science (BS), Speech-Language Pathology/Pathologist

Experience
College of Charleston  March 1999 - Present
Roper St. Francis Healthcare  May 2007 - July 2013
Arbonne International  2008 - 2013
Wachovia Securities Financial Network   1995 - 1999
UPS Supply Chain Solutions  1991 - 1995

Skills
Software Documentation, Access, Microsoft Excel, Data Analysis, Microsoft Office, SharePoint, Desktop Publishing, Visio, Customer Satisfaction, Financial Analysis, Financial Reporting

Education
Stratford High School~ Goose Creek, South Carolina   1987 — 1991

College of Charleston

Trident Technical College

Experience
Volvo Financial Services  August 2015 - Present
Markit  December 2014 - August 2015
MarkitSERV  2009 - December 2014
McKee Nelson, LLP  2005 - 2008
ISDA  2004 - 2005
CFTC Law   June 2004 - August 2004
New Edge Capital, LLC   2002 - 2003
Wachovia Securities Financial Network   2001 - 2002
Blackbird Holdings, Inc.   2000 - 2001

Skills
Derivatives, Structured Products, Financial Technology, Trading Systems, Electronic Trading, Interest Rate..., Credit Derivatives, Equity Derivatives, FX Derivatives, ISDA, Securities, Capital Markets, Prime Brokerage, Hedge Funds, Market Structure, Bonds, Business Analysis, Due Diligence, Equities, Fixed Income, Investment Banking, Financial Services, Risk Management

Education
Fordham University School of Law   2003 — 2006
Juris Doctor, Law

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1996 — 1999

University of North Carolina at Chapel Hill   1996 — 1999
Bachelor of Science (BS), Business Administration and Management, General

Experience
Prudential Financial  May 2013 - Present
Legal Approach   March 2010 - Present
Ameriprise Financial Services, Inc.   November 2007 - March 2010
Wachovia Securities Financial Network   January 2006 - November 2007
Janney Montgomery Scott LLC  January 2001 - January 2006
UBS Paine Webber  October 1999 - December 2001
J.B. Hanauer & Co.   August 1996 - December 1999
Legal Approach   February 1996 - December 1998
Becker & Poliakoff, P.A.   August 1994 - December 1996
Proskauer Rose LLP  September 1991 - September 1994

Skills
Investments, Wealth Management, Alternative Investments, Portfolio Management, Investment Strategies, Equities, Insurance, Marketing, Asset Management, Trusts, Trustee, Charitable Trusts, Charities, Options, Non-profit Leadership, Animal Welfare, International Law, Marketing Strategy, Private Banking, Hedge Funds, Fixed Income, Retirement Planning, Precious Metals, Foreign Currency, Technical Analysis, Equity Research, Capital Markets, Venture Capital, Finance, Securities, Mutual Funds, Asset Allocation, Series 63, Series 7, Financial Advisory, Investment Management, Investment Advisory, Wealth, Estate Planning, Retirement, Business Development, Networking, Direct Sales, Startup Development, Creative Solutions, 401k, Financial Services, Financial Planners, Strategic Financial..., FINRA

Education
Florida Atlantic University   1990 — 1994
Bachelor of Science (BS), International Business

Harvard Business School   1989 — 1992
Bachelor of Science (BS), Political Science and Government

Experience
WEICHERT REALTORS BEST BEACH REAL ESTATE  May 2015 - Present
The Printing Crew   January 2013 - Present
Miami Dade College  May 2010 - September 2014
Wachovia Securities Financial Network   January 2002 - March 2004
WAMU  1999 - 2001

Skills
Career Counseling, Curriculum Design, E-Learning, Leadership, Higher Education, Leadership Development, Research, Spanish, Staff Development, Strategic Planning, Coaching, Educational Leadership, Management, Public Speaking, Teaching, Training, Resume Writing, Curriculum Development

Education
Nova Southeastern University   1996 — 1997
MBA

Florida International University   1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General

Florida International University - College of Business Administration   1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance

Experience
Nissan Motor Corporation  December 2014 - Present
Wells Fargo  May 2013 - August 2013
Florida A&M University  May 2012 - May 2013
Wachovia Securities Financial Network   May 2010 - August 2010

Skills
Financial Analysis, Financial Modeling, Operations Research, Program Management, Microsoft Excel, Management, Investments, PowerPoint, Finance, CRM, Time Management, Customer Service, Data Analysis, Microsoft Office, Public Speaking, Leadership, Teamwork, Customer Satisfaction, Microsoft Word, Sales, Economics, Banking, Entrepreneurship, Accounting, Analysis, Access, Selling

Education
Florida Agricultural and Mechanical University   2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.68

Experience
MetLife  September 2013 - Present
Wells Fargo Advisors  January 2007 - January 2013
Wachovia Secutities  January 2006 - January 2007
Wachovia Securities Financial Network   January 2004 - January 2006

Skills
Relationship Building, Insurance, Sales, Life Insurance, Investments, Disability Insurance, Underwriting, Fixed Annuities, Retirement Planning, IRAs, Roth IRA, Homeowner Association..., Contract Negotiation, Board of Directors, Series 7, Series 66, Mutual Funds, Leadership, Financial Services, Finance, Wealth Management, Financial Planning

Education
Clinton Community College   2001 — 2003
Associate's Degree, Business Accounting

Experience
St. Lucie Public Schools  July 2015 - Present
St. Andrew's Episcopal Academy   June 2014 - June 2015
St. Lucie County Schools  February 2007 - June 2014
Wachovia Securities Financial Network   2004 - 2006
New York Life Insurance Company  2001 - 2004

Skills
Government, Language Arts, Community Outreach, Public Speaking, Teaching, Event Planning, K-12, Classroom Management, Curriculum Design, Educational Leadership, Fundraising, Customer Service, Classroom, Educational Technology, Differentiated..., Curriculum Development, Tutoring, Teacher Training, Lesson Planning, Literacy, Instructional Design, Technology Integration, Staff Development, Special Education, Elementary Education, E-Learning, Strategic Planning, Instructional Technology

Education
Florida Atlantic University   2010 — 2014
Master's Degree, Educational Leadership and Administration, General

Florida State University   1989 — 1994
B.A., History

Experience
Greenings Advisory   February 2013 - Present
Re:51 Labs   December 2011 - October 2013
Da Capo Consulting   September 2009 - December 2011
NetSpend Corporation  May 2002 - February 2008
Wachovia Securities Financial Network   December 2001 - May 2002

Skills
Entrepreneur, Analysis, Business Development, Start-ups, Project Management, IT Management, Fundraising, Business Modeling, Technology, Telecommunications, Strategic Planning, Business Strategy, Team Building, Entrepreneurship, Enterprise Software, Management, Mergers & Acquisitions, Leadership, Strategy, Strategic Partnerships, Consulting, Product Management, Financial Services, E-commerce

Education
The University of Texas at Austin   1998 — 2001
Bachelor’s Degree, Psychology, 4.0, summa cum laude

Columbia University in the City of New York   1996 — 1998
Psychology, GPA 3.9

Experience
Starbucks  September 2013 - Present
Starbucks Coffee Company  March 2008 - September 2013
Commercial Lynks   December 2011 - January 2012
Wachovia Securities Financial Network   June 2010 - March 2011

Skills
Customer Service, Punjabi, Hindi, Spanish, Microsoft Suites, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Windows Server, Mac OS, QuickBooks, Adobe Acrobat, Macromedia, Symantec Antivirus, WinZip, Organizational..., Sales Presentations

Education
George Mason University   2008 — 2012
Bachelor of Arts (BA), Global Affairs- Market Economy and Management

South County Secondary School   2005 — 2008

Experience
Northern Trust Wealth Management  October 2014 - Present
Wells Fargo  January 2011 - Present
Wachovia Securities Financial Network   February 2004 - January 2011

Education
Eastern Connecticut State University   2002 — 2004
Bachelor's degree, Finance, General

University of Delaware
Bachelor's degree, Business Administration and Management, General

Experience
Capital One  October 2013 - Present
Corporation Service Company  February 2013 - October 2013
Corporation Service Company  March 2012 - January 2013
Corporation Service Company  September 2011 - March 2012
Wachovia Securities Financial Network   January 2008 - May 2009

Skills
Research, Data Analysis, Outlook, Microsoft Excel, Due Diligence, Microsoft Office, Investments, Public Speaking, Customer Service, Scrum, Time Management, Version One, Business Analysis, Agile Methodologies, Project Management, Requirements Analysis, SDLC, Software Project..., Vendor Management, Management

Education
University of Delaware   2009 — 2011
BA, Political Science

John Cabot University   2009 — 2009

College of Charleston   2007 — 2009

Milford High   2003 — 2007

Experience
CROSSMARK  May 2010 - Present
Wachovia Securities Financial Network   February 2000 - September 2005
County Seat, Inc.   1994 - 1999

Skills
Merchandising, Grocery, Store Management, Hiring, Retail, Consumer Products, Visual Merchandising, Microsoft Office, Inventory Management, P&L Management, Data Collection, Marketing, P&L, Planograms

Education
East Carolina University   1990 — 1994
Merchandising, Merchandising/Business

Experience
Lipscomb University  January 2011 - Present
FHU   1998 - 2010
Wachovia Securities Financial Network   August 1994 - November 1998

Skills
Fundraising, Non-profits, Higher Education, Planned Giving, Philanthropy, Strategic Financial..., University Teaching, Non-profit Leadership, Strategic Communications, Nonprofits, Annual Giving, Leadership Development, Charities, Management, Community Development, Volunteer Management, Marketing, PowerPoint, Curriculum Design, Program Development, Stewardship, Training, Capital Campaigns, Research, Organizational..., Coaching, Staff Development, Program Management, Non-profit..., Teaching, Social Networking, Public Speaking, Alumni Relations, System Administration, Community Outreach, Event Planning, Leadership, Board Development, Newsletters, Endowments, Marketing Strategy, Major Gift Development, Proposal Writing, Public Relations, Budgets, Grant Writing, Marketing Communications, Curriculum Development, Strategic Planning, Team Building

Education
College for Financial Planning   2001 — 2003
Master of Science (MS), Financial Planning and Services

Freed-Hardeman University   1990 — 1994
Bachelor of Business Administration (BBA), Accounting

Providence Day   1986 — 1990

Experience
The Estée Lauder Companies Inc.   January 2015 - Present
The Estée Lauder Companies Inc.   March 2012 - December 2014
Hearst Magazines  March 2011 - February 2012
Hearst Magazines  March 2011 - February 2012
FTN Financial  June 2010 - March 2011
Vanderbilt University Medical Center  September 2009 - May 2010
Thomson Reuters  June 2009 - August 2009
HOVEDTROPPERNE   January 2009 - May 2009
Estee Lauder  July 2008 - August 2008
Wachovia Securities Financial Network   May 2008 - July 2008

Skills
Data Analysis, Social Media, Analysis, Marketing, CRM, Access, Sales, Microsoft Excel, Salesforce.com, PowerPoint, Analytics, Editing, Recruiting, Budgets

Education
Vanderbilt University   2006 — 2010
Arts and Science, Medicine, Health and Society; Financial Economics

Copenhagen Business School   2009 — 2009
Communication and Mass Media

Experience
Real Estate  June 2007 - Present
MMN Financial Services, Plus   March 2005 - Present
MMN Financial Services, Plus   March 2005 - Present
MMN Financial Services Plus   January 2005 - Present
Wachovia Securities Financial Network   September 2004 - March 2005
Wachovia Securities  January 2003 - January 2005
JPMorgan Chase  January 1995 - June 2003
JP Morgan Chase Bank  January 1995 - January 2003

Skills
Tax Accounting, Financial Accounting, Payroll, ADP Payroll, Payroll Taxes, Financial Audits, Financial Analysis, Legal Documents, Information Specialist, Direct Sales, Reasearch, Troubleshooting, Tax Preparation, Leadership, Finance, Public Speaking, Management, Team Building, Customer Service, Accounts Payable, Budgets, Auditing, Strategic Planning, Accounting, Small Business

Education
Everest University-South Orlando   2011 — 2012
AAS, Paralegal Studies

Everest university   2011 — 2012
Associates Degree, Paralegal Studies

Pace University - Lubin School of Business   1982 — 1986
Bachelor of Business Administration (BBA), Accounting & Information Systems

Pace University

Experience
Fidelity Investments  January 2009 - Present
East Carolina University  January 2008 - Present
Wachovia Securities Financial Network   February 2008 - December 2008
Preservation Homes, LLC   June 2002 - August 2006

Education
East Carolina University - College of Business   2004 — 2009
B.S., Business Administration, Management

East Carolina University - College of Business
MBA, Master of Business Administration, Finance

East Carolina University

Experience
BNP Paribas  May 2007 - Present
Wachovia Securities Financial Network   November 2004 - May 2007

Skills
Capital Markets, Derivatives, Financial Analysis, Equities, Financial Modeling, Investments, Fixed Income, Portfolio Management, Risk Management, Financial Risk, Investment Banking, Financial Markets, Asset Management, Bloomberg, Hedge Funds

Education
Drexel University   2008 — 2011
MBA, Business - Finance

Longwood University   2000 — 2004
BSBA, Business

Experience
Redwood Investments, An Independent Firm   July 2009 - Present
Wachovia Securities Financial Network   March 2007 - July 2009
Edward Jones  August 2001 - March 2007
Kaiser Associates  September 1999 - July 2001

Skills
Investments, Series 7, Wealth Management, Retirement Planning, Financial Advisory, Securities, Financial Services, Series 63, Asset Management, Finance, Private Equity, Hedge Funds

Education
Georgetown University
Bachelor of Science (BS)

Experience
Navy Federal Brokerage Services  2012 - Present
USAA  2010 - 2012
Wells Fargo Investments  2008 - 2009
Wachovia Securities Financial Network   2008 - 2008
A.G. Edwards & Sons, Inc.   2007 - 2008
Davis Advisors  2006 - 2007

Skills
Investments, Retirement Planning, Estate Planning, Series 7, Series 66, Life Insurance, Annuities, Mutual Funds, 529 Plans, Education Planning, 401(k) Rollover

Education
Florida Institute of Technology
Master of Business Administration (MBA)

University of Arizona
BA, Economics

Experience
Wells Fargo Advisors, LLC  2012 - Present
Merrill Lynch  2007 - 2011
Wachovia Securities Financial Network   September 2003 - May 2007
Wachovia Securities Financial Network   June 1997 - January 2001

Skills
Insurance, Investment Strategies, Series 7

Education
East Carolina University   1992 — 1994
Education, Adaptive Physical Education

North Carolina State University   1986 — 1990
BA, Communications

Experience
TIAA-CREF  September 2014 - Present
Commercial Credit Group Inc.  December 2011 - August 2014
Compass Group  August 2011 - December 2011
Wells Fargo  November 2006 - March 2011
Wachovia Securities Financial Network   August 2003 - November 2006

Skills
Account Reconciliation, Analysis, General Ledger, Accounting, Financial Statements, Payroll, Management, Corporate Finance, Sales, Securities, Insurance, Financial Analysis, Funding, Banking, Process Improvement, Customer Service, Variance Analysis

Education
Elizabeth City State University
Bachelor of Science (B.S.), Business Administration and Management, General

Experience
Principal Financial Group  November 2013 - January 2015
Self Employed Benefit Cosultant   April 2009 - January 2015
Trojan Labor  2014 - 2015
Trojan Labor  2014 - 2015
Wachovia Securities Financial Network   January 2000 - August 2008

Skills
Life Insurance, Employee Benefits, Health Insurance, Supplemental Health, Investment Management, Disability Benefits, Business Continuation..., Buy-sell Agreements, Non-Qualified Deferred..., Wealth Accumulation, Disability Income..., Financial Needs Analysis, Income Protection, Informal Business...

Education
Clemson University   1987 — 1991

Archbishop Curley Notre Dame

Experience
VMR Products, LLC   January 2010 - Present
CV Realty   July 2008 - July 2010
Bayview Asset Management  January 2009 - January 2010
Bayview Financial  July 2005 - July 2008
Bayview Financial  July 2005 - July 2008
Wachovia Securities Financial Network   June 2003 - July 2005
Morgan Stanley  February 2002 - April 2003
Revenue Technology Services   July 2000 - January 2002

Education
Florida International University - College of Business Administration   2007 — 2009
Masters of Science in International Real Estate

Florida International University - College of Business Administration   1995 — 1997
Bachelor of Business Administration

Florida International University - College of Business

Experience
Johnson & Johnson  January 2011 - Present
Musculoskeletal Transplant Foundation  February 2003 - January 2011
Wachovia Securities Financial Network   November 1998 - February 2003

Education
East Carolina University   1994 — 1998
BS, Hisotry

Experience
TEFCU, Transit Employee Federal Credit Union   April 2013 - Present
Citibank  March 2008 - April 2013
Wachovia Securities Financial Network   September 2004 - December 2007

Skills
Credit, Portfolio Management, Banking, Retail Banking, Loans, Commercial Banking, Credit Analysis, Cash Management, Financial Analysis, Credit Cards, Cross Selling, Credit Risk, Mortgage Lending, Consumer Lending, Financial Risk, Risk Management, Financial Services, Investments, Finance, Commercial Lending, Relationship Management, Small Business Lending, Corporate Finance, Branch Management, Management, Mortgage Banking

Education
Delaware Valley College   2010 — 2012
Bachelor's degree, Business Administration and Management, General

Delaware Valley College   2010 — 2012
Business Administration and Management, General

Experience
Morgan Stanley  2008 - Present
Portable Sound Laboratories   August 2006 - May 2011
RC International   2004 - 2010
Wachovia Securities Financial Network   December 1999 - August 2008
Smith Barney  September 1995 - December 1999
Continential Indoor Soccer League   August 1989 - August 1995

Skills
Investments, Business Strategy, Series 7, Asset Allocation, Strategic Planning, Alternative Investments, Start-ups, Series 63, New Business Development, Investment Strategies, Investment Advisory, Wealth Management

Education
D'Amore-McKim School of Business at Northeastern University   1987 — 1989
MBA, Finance

Gonzaga University   1981 — 1987
BA, Economics

Gonzaga University   1981 — 1986
B.B.Ad., International Business

Experience
Roehl Corporation   1989 - Present
Wachovia Securities Financial Network   1987 - 1989
Merrill Lynch  1982 - 1987

Skills
Forecasting, Strategic Planning, Marketing Strategy, Sales Management, New Business Development, Account Management, Cross-functional Team..., Marketing

Education
Colorado State University   1978 — 1982
Business Administration, Marketing

Experience
BB&T  August 2012 - Present
BB&T  October 2010 - August 2012
BB&T  January 2010 - October 2010
Wachovia Securities Financial Network   June 2008 - August 2008

Skills
Commercial Lending, Underwriting, Small Business Lending, Banking, Credit, Commercial Real Estate, Financial Analysis, Financial Modeling, Corporate Finance, Risk Management, Loans, Loan Origination, Loan Servicing, Credit Analysis, Financial Risk

Education
Emory University - Goizueta Business School   2005 — 2009
BBA, Finance, Management & Organization, & Business Law

Cooper City High School   2001 — 2005

Experience
Wachovia Securities Financial Network   November 2000 - Present

Education
ECPI University   1998 — 2000
Network Administration

Experience
Wells Fargo Merchant Services  February 2014 - Present
Wells Fargo Home Mortgage  December 2011 - January 2014
Wachovia Securities Financial Network   February 2009 - November 2011

Skills
Mortgage Lending, Loans, VA loans, Loan Origination, Residential Mortgages, Mortgage Banking, Refinance, FHA, Commercial Lending, Lines Of Credit, Small Business Lending, Sales, Credit, Credit Analysis, Home Equity Lines of...

Education
Flagler College   2002 — 2006
Business Admin, Finance

Experience
Neopost  February 2013 - Present
MarketStar  September 2010 - September 2013
Rolland and Associates   January 2009 - September 2009
Wachovia Securities Financial Network   1998 - 2003
Pivot  1998 - 2003

Skills
Salesforce.com, Account Management, Cold Calling, Direct Sales, Sales, Sales Process, Sales Management, Customer Retention, Management, Leadership, Insurance, Customer Service

Education
George Mason University   1989 — 1994
Biology

Experience
J. P. MORGAN CHASE   August 2007 - Present
Wachovia Securities Financial Network   January 1999 - June 2007

Skills
Customer Service, Six Sigma, Management, Operations Management, Process Improvement, Leadership, Event Planning, Finance, Budgets, Banking, PowerPoint, Microsoft Office, Call Centers, Risk Management, Program Management, Business Analysis, Public Speaking, Vendor Management, Microsoft Excel, Team Building

Education
Florida State College at Jacksonville

Experience
Citrix  November 2013 - Present
Baby Hazmat LLC   January 2012 - January 2015
Citrix  July 2012 - November 2013
Meltwater Group  April 2011 - June 2012
Meltwater Group  May 2010 - May 2011
Wachovia Securities Financial Network   October 2007 - October 2008
Oxford International  April 2006 - April 2007

Skills
Contract Negotiation, Customer Relations, Account Management, New Business Development, Consultative Selling, Negotiation, Sales Management, SaaS, International Sales, Social Media, Public Relations, Market Analysis, Problem Solving, Competitive Analysis, Marketing Strategy, Business Analysis, Analysis, Forecasting, Product Marketing, Business Planning, Marketing Communications, Team Building, Team Leadership, B2B, Strategic Planning, Direct Sales, Sales Process, Solution Selling, Teamwork, Social Media Marketing, Business Development, Sales Operations, Management, Marketing, Selling

Education
Florida Atlantic University   2014 — 2016
Master's Degree, Accounting - Business Valuation

University of North Florida - College of Business Administration   2008 — 2009
Masters of Business Administration, Global MBA

Cologne University of Applied Sciences   2008 — 2009
Masters of Intercultural Communications, International Business

University of Warsaw   2009 — 2009
Masters of Intercultural Communications, International Business

Dongbei University of Finance and Economics   2009 — 2009
Masters of Intercultural Communications, International Business

University of Central Florida   2001 — 2005
BS, Hospitality Management

Experience
Starkey Mortgage  March 2015 - Present
American Southwest Mortgage Corp  April 2013 - January 2015
American Southwest Mortgage Corp  October 2007 - April 2013
Wachovia Securities Financial Network   June 2002 - October 2007

Skills
Mortgage Lending, Mortgage Underwriting, Customer Service, Financial Analysis, FHA financing, Refinance, Microsoft Office, Compliance Regulations, USDA Rural Housing, Microsoft Excel, Regulatory Requirements, VA underwriting, Microsoft Word, PowerPoint, English, Windows, Research, conventional..., mortgage underwriting..., Outlook, Teaching, Public Speaking, CFPB, Residential Mortgages, USDA, Credit, Loans, Mortgage Banking, Underwriting

Education
Collin County Community College   1998 — 2000
Associate's degree, Business Information Technology

Experience
GEICO  April 2015 - Present
GEICO  August 2013 - Present
GEICO  February 2013 - August 2013
GEICO  October 2012 - February 2013
GEICO  January 2009 - October 2012
Wachovia Securities Financial Network   June 2007 - August 2007

Skills
General Insurance, Call Center, Customer Service, Training, Job Coaching, Yellow Belt, Sales, Performance Management, Insurance, Coaching, Data Analysis, Leadership

Education
Florida State University   2004 — 2008
Bachelor of Science, Applied Economics, Business

Experience
Financial institution - Strategic Initiatives   September 2013 - Present
Barclays Investment Bank  November 2012 - September 2013
Chartis  July 2011 - June 2012
Credit Suisse  July 2008 - July 2011
Goldman Sachs  August 2007 - March 2008
Wachovia Securities Financial Network   February 2007 - July 2007
Goldman Sachs  July 2001 - January 2007
Infosys  December 2000 - June 2001

Skills
SDLC, Risk Management, Banking, Requirements Analysis, Business Analysis

Education
Doctor Babasaheb Ambedkar Marathwada University   1996 — 2000
Bachelor of Engineering (BEng), Computer Engineering

Experience
Neverest Farm   June 2009 - Present
Wachovia Securities Financial Network   January 1995 - July 2009

Education
Converse College   1974 — 1978
BS, Psychology

Experience
VCU Health System  March 2009 - Present
James River Financial Corp.   July 2007 - March 2009
Wachovia Securities Financial Network   February 2005 - July 2007

Skills
Troubleshooting, Servers, TCP/IP, Cisco Technologies, Windows, VoIP, Network Administration, Wireless Networking, VMware, Data Center, VPN, Wireless, Cisco Wireless, Cisco NCS, Testing, CCNA Wireless, WiFi, Cisco PI

Education
ECPI University   2004 — 2006
Bachelor’s Degree, Information Technology, 4

ECPI University   2004 — 2006
Bachelor of Applied Science (B.A.Sc.), Information Technology/Networking & Security Management., GPA 3.87

Experience
Railinc  January 2012 - Present
Railinc  July 2010 - January 2012
Wachovia Securities Financial Network   January 2007 - December 2007

Skills
Linux, Windows 7, Windows Server, Unix, SharePoint, Active Directory, Requirements Analysis, SQL, System Administration, DHCP, Business Analysis, VMware, Virtualization, IT Management, Agile Methodologies, Microsoft Exchange, Netbackup, Enterprise Architecture, DNS, TCP/IP

Education
East Carolina University   1998 — 2003
Bachelor of Science (BS), Computer Science

Experience
Wake County Public Schools  December 2010 - Present
Wachovia Securities Financial Network   September 1996 - December 2006
Michelin Tire Corp  1973 - 1996

Education
University of North Carolina at Charlotte   2005 — 2008
Master's degree, Special Education

Clemson University
Bachelor's degree, Education

Experience
National Planning Corporation  December 2012 - Present
Wachovia Bank  2002 - 2009
Wachovia Securities Financial Network   1999 - 2002

Skills
Disability Insurance, Fixed Annuities, Long-term Care, Insurance, Long Term Care Insurance, Permanent Life Insurance

Education
Florida International University   1985 — 1990
Bachelor of Business Administration (B.B.A.), Marketing and Management

Experience
Any  April 2013 - Present
Pep Boys  February 2007 - May 2012
Wachovia Securities Financial Network   January 1990 - December 2005

Skills
Customer Service, Accounting, Microsoft Excel, Management, Payroll, Access, Microsoft Word, Leadership, Sales, Outlook

Education
Saint Joseph's University   2009 — 2013
Bachelor of Science (BS), Accounting and Business/Management

Delaware County Community College   2003 — 2006
Associate of Science (AS), Accounting and Business/Management, 3.6

Experience
Wunderlich Securities  September 2012 - Present
Sanders Morris Harris  October 2003 - December 2012
Wachovia Securities Financial Network   July 2003 - October 2003
Prudential Securities Incorporated  January 2000 - July 2003
CIBC World Markets  May 1989 - January 2000
Drexel Burnham Lambert  April 1987 - June 1989

Education
Cornell University
Bachelor of Science (BS), Applied Economics & Management

Experience
Bank of America  June 2009 - Present
Wachovia Securities Financial Network   December 2008 - May 2009
Nationstar Mortgage Retail  November 2000 - November 2007

Skills
Performance Management, Sales Management, Strategic Planning, Business Development, Financial Management..., Risk Analysis, Compliance, Quality Assurance, Multi-unit, Operations Management, Banking, Credit Analysis, Customer Service, Finance, Financial Planning, Financial Services, Loans, Management, Marketing, Mortgage Banking, Mortgage Lending, Portfolio Management, Process Improvement, Recruiting, Risk Management

Education
East Tennessee State University
Bachelor of Business Administration (B.B.A.), Finance, General