Wachovia Securities Financial Network
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Wachovia Securities Financial Network Employees
FMSI June 2015 - Present
FMSI June 2013 - June 2015
Verint March 2010 - June 2013
Amerisave Mortgage Corporation July 2006 - March 2010
Wachovia Securities Financial Network 2004 - 2006
Skills
Business Development, Banking, Leadership, Analysis, Sales, CRM, Management, Workforce Management, Salesforce.com, Retail Banking, Business Analysis, Process Improvement, Project Management, SQL, Loan Origination, Consulting, German, Time Study, Microsoft SQL Server, Selling, Databases, Executive Management, Customer Experience, Enterprise Software, Business Process, Analytics, Performance Improvement, Consultative Selling, Return on Investment, Call Center, Strategy, Business Process..., Vendor Management, Team Leadership, Forecasting, ROI Development, Product Management, Solution Selling, Management Consulting, Strategic Partnerships, Salesforce Administrator, Salesforce.com..., Customer Feedback..., Reporting & Analysis, Dashboard Builder, Business Intelligence, User Interface Design, Microsoft Power BI, Data Mining, Statistical Analysis
Education
Kennesaw State University 2002 — 2006
Bachelor of Business Administration, Finance
SunTrust June 2015 - Present
SunTrust December 2014 - June 2015
SunTrust Bank April 2014 - December 2014
SunTrust Bank September 2012 - April 2014
Hilltop Consultants, Inc. November 2011 - September 2012
SunTrust Bank May 2009 - October 2011
Wachovia Securities Financial Network December 2007 - February 2009
Saxon Mortgage August 2004 - October 2007
Skills
: Microsoft Word,..., Fidelity, MSP,..., BETA (Thomson..., Banking, Credit, FHA, Financial Analysis, Financial Services, Leadership, Loan Origination, Loan Servicing, Loans, Loss Mitigation, Management, Microsoft Excel, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Mortgage Underwriting, Process Improvement, Credit Analysis, Residential Mortgages, Underwriting, Microsoft Office, Refinance, Risk Management, Financial Risk, Customer Service, Finance
Education
John Tyler Community College
Associate of Business Administration, Business Administration
Transamerica Retirement Solutions October 2014 - Present
Mount Mercy University June 2013 - August 2014
ITT Technical Institute 2010 - May 2013
Wachovia Securities Financial Network 2007 - 2009
Van Meter Industrial 2005 - 2006
Skills
Customer Service, Outlook, Access, Microsoft Office, Microsoft Excel, Recruiting, PowerPoint, Microsoft Word, Public Speaking, Training, Administrative..., Event Planning, Marketing, Coaching, Finanical analysis and..., Project Management, Statistical Tools, Management Accounting, Higher Education, Management, Enrollment Management, Student Affairs, Adult Education, Leadership Development, Team Building, Social Networking, Human Resources, Analysis, Retaining Customers, Time Management
Education
Mount Mercy University 2014 — 2015
Bachelor of Arts (B.A.), Accounting and Finance
Mount Mercy University 2011 — 2014
MBA, Business Administration
University of Iowa 1996 — 1999
BA, Psychology
GE Capital Real Estate December 2014 - Present
St. Monica Catholic Community June 2014 - July 2014
University of Notre Dame Sports Information Department September 2009 - May 2012
St. Monica Catholic Community July 2011 - August 2011
Westside Rentals June 2011 - August 2011
ACTIVATE Drinks June 2010 - August 2011
University of Notre Dame Sports Properties September 2010 - May 2011
Wachovia Securities Financial Network June 2009 - August 2009
McBride's Special Education School January 2009 - February 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Facebook, Marketing, Spanish, Coaching, Sales, Non-profit Volunteer, Social Networking, Non-profit Volunteering, Social Media, Event Planning, Management
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Science in Business (MSB), Business
University of Notre Dame 2010 — 2013
Bachelor of Arts (BA), Psychology
University of Notre Dame in London 2012 — 2012
Holy Cross College 2009 — 2010
Loyola High School of Los Angeles 2005 — 2009
High School
Navigant December 2014 - Present
Barclays Investment Bank August 2014 - November 2014
TD September 2011 - August 2014
Wells Fargo September 2008 - September 2011
LPL Financial October 2007 - September 2008
Wells Fargo April 2007 - September 2007
Wachovia Securities Financial Network September 2006 - April 2007
Carolinas Investment Consulting December 2005 - August 2006
Wachovia Securities Financial Network August 2004 - December 2005
Wachovia Securities Financial Network October 2002 - August 2004
Skills
Banking, Risk Assessment, Quality Assurance, Internal Controls, Internal Audit, Operational Due..., Risk Management, Financial Services, Compliance, Financial Crimes..., Anti Money Laundering, Bank Secrecy Act, USA PATRIOT Act, OFAC, FinCEN, SEC filings, Capital Markets, Consulting, OSFI, Financial Risk
Education
Montreat College 1994 — 1998
Bachelor of Science, Business Administration (BBA)
University of North Carolina at Wilmington 1992 — 1993
West Charlotte Senior High School 1989 — 1992
Capital One March 2013 - Present
AT&T October 2006 - March 2013
Wachovia Securities Financial Network October 2004 - October 2006
Skills
Project Management, Sales Management, Direct Sales, Managing Processes, Project Scope...
Education
Hampden-Sydney College 1999 — 2003
Bachelor of Arts (BA), Business/Managerial Economics
Hampden-Sydney College 1999 — 2003
Bachelor of Arts (BA), Business/Managerial Economics
The Business Backer May 2015 - Present
The Business Backer August 2014 - Present
The Business Backer June 2013 - June 2014
The Business Backer May 2012 - June 2013
Ryeli Corp 2013 - 2013
Southwestern Company May 2010 - August 2011
Commodity Distribution Services Incorporated March 2009 - May 2010
Wachovia Securities Financial Network May 2008 - September 2008
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Direct Sales, Business Analysis, Time Management, Business Strategy, Strategy, Project Management, Process Improvement, Strategic Planning, Risk Management, Business Planning, Accounting, Finance, Salesforce.com, Coaching, Microsoft Office, Management, Leadership
Education
Miami University 2008 — 2012
Bachelor of Science (B.S.), Business; Finance, 3.3 Finance GPA
PetSmart October 2010 - Present
Wachovia Securities Financial Network 2007 - 2009
Soaring Eagle Casino & Resort 2002 - 2006
Skills
Cashiering, Pets, Planograms, Store Management, Animal Husbandry, Animal Work, Loss Prevention, Cash Register, Inventory Control, Retail, Inventory Management, Merchandising, Retail Sales, Customer-focused, Sales Growth, Attentiveness to Detail, Superior organizational..., Management Development, Cash Management, Supply Ordering, Creative Problem Solving
Education
Middle Tennessee State University
Psychiatric/Mental Health Services Technician
Western Nebraska Community College
Environmental Heritage Investors, LLC October 2007 - Present
Wachovia Securities Financial Network December 1995 - December 2000
Merrill Lynch from 1974 to 1995 September 1974 - November 1995
Skills
Strategic Planning, Investments, Start-ups, Entrepreneurship, Business Strategy, Mergers & Acquisitions, New Business Development, Sustainability, Venture Capital, Business Planning, Business Development, Renewable Energy, Contract Negotiation, Small Business, Management Consulting, Management, Strategy, Budgets, Project Management, Negotiation, Environmental Awareness, Banking, Finance
Education
New York Institute of Finance 1967 — 1969
Montgomery Blair High School and New York Institute of Finance 1960 — 1962
Montgomery College
D&G Mechanical Inc November 2014 - Present
Varsity Tutors October 2014 - Present
Direct Energy 2013 - 2014
CEB June 2011 - December 2012
Wachovia Securities Financial Network September 2008 - February 2009
Skills
Quantitative Research, Qualitative Research, Economic Research, Economic Development, Economic Modeling, International Economics, Economic Policy, Financial Econometrics, Econometric Modeling, Financial Analysis, Financial Modeling, Economics, Strategy, Analysis, Market Research, Analytics, Econometrics, Data Analysis, Microsoft Office, Research, Management, Project Management, Business Strategy, Strategic Planning, Management Consulting, Microsoft Excel, PowerPoint, Forecasting, Business Development, Statistics
Education
Johns Hopkins University Advanced Academic Programs 2009 — 2010
Master of Arts (MA), Applied Economics
Robert Morris University 2005 — 2008
BSBA, Finance and Economics
Kennedy Catholic HS
Kennedy Catholic HS
ARGI Financial Group February 2014 - Present
LPL Financial at South Central Bank June 2003 - January 2014
Wachovia Securities Financial Network June 1998 - June 2003
Skills
Personal Financial..., Wealth Management, Certified Financial..., Investment Strategies, Retirement Planning
Education
Western Kentucky University 2010 — 2013
Financial Planning Certification, Financial Planning and Services
Miami University 1974 — 1978
Bachelor of Arts (BA), International Studies
WJ Bradley Mortgage Capital October 2013 - Present
Carrington Mortgage Services April 2013 - October 2013
The Lending Answer March 2010 - April 2013
Wachovia Securities Financial Network January 2009 - July 2009
Innovative Mortgage Group January 2008 - January 2009
Liberty United Mortgage 2005 - 2007
Skills
Mortgage Lending, Refinance, Loans, Real Estate, Investments, Investment Properties, Time Management, Loan Origination, Investors, Mortgage Banking, Credit, Real Estate Financing, Sales, VA loans, Residential Mortgages, FHA financing, Commercial Mortgages, Real Estate Economics, FHA
Education
Messiah College 1997 — 2001
Finance, Accounting and Finance
Way of Faith Academy 1993 — 1997
General, High School
SyncStream Solutions July 2015 - Present
Caesars Entertainment Corporation July 2006 - October 2013
Wachovia Securities Financial Network December 2005 - June 2006
Fairmont Hotels and Resorts August 2004 - August 2005
Crossman Elementary August 2003 - August 2004
Skills
Hospitality, Hotels, Hospitality Management, Food, Hotel Management, Rooms Division, VIP, Microsoft Office, Training, Budgets, Casino, Hospitality Industry, Pre-opening, Resorts, Event Management, Food & Beverage, Social Media, Event Planning, Revenue Analysis, Yield Management, Banquets, Micros, Catering, Front Office, Convention Services, Gaming Industry, Hiring, P, Forecasting, Operations Management, Fine Dining, Customer Service, Casino Gaming, Property Management..., Guest Service Management, Hotel Booking, Luxury, Opera, Concierge Services, Pre-opening experience, Lodging, Recruiting, Leadership, Team Building
Education
Loyola University New Orleans 2003 — 2005
Masters, Music Education
Loyola University New Orleans 1999 — 2003
BM, Music/English
Gate City Advisors May 2013 - Present
Oak Ridge Wealth Management June 2003 - April 2013
Wachovia Securities Financial Network January 2001 - December 2001
Education
Greensboro College 1991 — 1995
Bachelor of Science (B.S.), Business Administration, Management and Operations
Carolina Cargo Inc 2005 - Present
Wachovia Securities Financial Network 2002 - 2005
First Union National Bank 1998 - 2002
Duke Energy Corporation 1981 - 1998
Skills
Transportation, Freight, Shipping, Container, Logistics, Transportation..., Trucking, Freight Forwarding, Ocean, Logistics Management, LTL, Ports, Truckload, 3PL
Education
Wren High School 1977 — 1981
Greenville Technical College
Aspire Lending September 2013 - April 2014
Regions Financial Corporation May 2012 - September 2013
BBVA Compass April 2010 - April 2012
Wachovia Securities Financial Network 2007 - 2010
Education
Lamar University 2000 — 2004
Bachelor of Science, Psychology & English Literature
HSBC Global Banking and Markets March 2015 - Present
HSBC Commercial Banking Group (CMB) November 2011 - March 2015
Arjent LLC April 2011 - November 2011
Mercury Solar Systems January 2010 - February 2011
Wachovia Securities Financial Network January 2007 - December 2009
Oppenheimer & Co. January 2005 - January 2007
Skills
Valuation, Corporate Finance, Finance, Economics, Credit Risk, Commercial Real Estate, Trade Finance, Trade Credit Insurance, Import Export, Foreign Exchange Risk..., Cash Management, Financial Modeling, Financial Analysis, Cross-border..., Financial Transactions, Series 7, Series 63, Life Insurance, Commercial Banking, Commercial Lending, Letters of Credit, Incoterms, Banking, Debt, Credit, Credit Analysis, Financial Risk, DCF, Cash Flow, Relationship Management, Real Estate, Commercial Real Estate..., Cap Rates, Time Value of Money, Treasury Management, Commercial Mortgages, Structured Finance, Business Strategy, Real Estate Financing, Loans, Securities, FX Options, Financial Services, Real Estate Economics, Strategy
Education
HSBC Group Executive Development Program 2014 — 2014
United Kingdom
Investment Banking Institute 2011 — 2011
Postgraduate professional Education:, M&A Advisory, Valuation, Capital Formation
Iona College 2007 — 2009
Master of Business Administration (M.B.A.), Corporate Finance
Iona College 2001 — 2005
Bachelors of Business Administration, Marketing / Economics
Fordham Preparatory School 1998 — 2001
High School, Finance
Capital One June 2013 - Present
Special Counsel 2009 - February 2013
SunTrust Mortgage January 2012 - January 2013
Performance Fibers April 2011 - November 2011
Capital One January 2010 - April 2011
Henrico Juvenile & Domestic Relations Court August 2009 - November 2009
WySTAR Global Retirement Solutions July 2008 - August 2009
The Martin Agency April 2008 - July 2008
Wachovia Securities Financial Network January 2007 - April 2008
Skills
Microsoft Office, Lotus Notes, Westlaw, Contract Negotiation, Access, Research, Risk Management, Intellectual Property, Legal Writing, Legal Research, Notary Public, Litigation, Document Review, Analysis, Customer Service, Administrative..., Management, Leadership, Mergers, Process Improvement
Education
Virginia State University 2002 — 2006
Bachelor of Science, Criminology / Criminal Justice
J Sargeant Reynolds Community College
Associate's Degree, Litigation/Paralegal Studies
SouthTrust Advisors April 2008 - Present
Wachovia Securities Financial Network June 2004 - April 2008
Morgan Keegan March 2001 - May 2004
Skills
Securities, Investments, Wealth Management, Strategic Planning, Financial Advisory, Retirement Planning, FINRA, Financial Planning, Investment Advisory, Customer Service
Education
Louisiana Tech University 1988 — 1994
Bachelor's Degree
Louisiana Tech University, Ruston, Louisiana
Bachelor's of Art
Keller Williams Coastal Properties January 2014 - Present
Main Street Realtos June 2012 - December 2013
Wachovia Securities Financial Network February 2000 - August 2007
SMT Dynamics January 1996 - August 2000
Skills
Accounting, Investments, Accounts Payable, Asset Management, Real Estate, Financial Statements, Sales, Retirement Planning, First Time Home Buyers, Short Sales, Sellers, REO, Foreclosures, Single Family Homes, Condos, Real Estate Transactions, Residential Homes, Buyer Representation, Buyers, Referrals, Investment Properties, Investors, SFR, Listings
Education
Long Beach City College 1993 — 1997
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Lakewood High School 1989 — 1993
Freelance 2002 - Present
Interval International 2005 - 2009
TURKEL Brands 2004 - 2005
First Media Direct 2003 - 2004
enfoTrust networks 1999 - 2001
Wachovia Securities Financial Network 1998 - 1999
Skills
Logo Design, Art Direction, Posters, Layout, Brochures, Graphic Design, Adobe Creative Suite, Branding & Identity, QuarkXPress, Typography, Corporate Identity, Photography, Art, Direct Mail, Advertising, Packaging
Education
Georgia State University 2002 — 2003
Bachelor of Arts (B.A.), Fine/Studio Arts, General, Magna Cum Laude
Atlanta College of Art and Design (now SCAD) 2001 — 2002
Graphic Design Courses
University of West Georgia 1995 — 1997
Bachelor's degree, Art/Art Studies, General
Zweig Tribbett Financial Group of Wells Fargo Advisors, LLC 2009 - Present
Wachovia Securities Financial Network 2008 - 2009
A.G. Edwards & Sons, Inc. 1981 - 2008
Skills
Investments, Asset Allocation, Retirement Planning, Retirement, Investment Strategies
Education
Indiana University 1973 — 1978
Bachelor of Arts (B.A.), Chemistry
North Side High School 1970 — 1973
North Side High School Fort Wayne 1970 — 1973
Wells Fargo February 2011 - Present
Wells Fargo February 2009 - January 2011
Wachovia Securities Financial Network April 2007 - January 2009
Skills
Finance, Banking, Investments, Home Equity Loans, Home Equity Lines of..., Business, Commercial Lending, Credit, Loans, Sales, Management, Portfolio Management, Financial Services, Retail Banking, Mortgage Lending, Retirement Planning, Leadership, Small Business Lending, Wealth Management, Series 63, Series 7, Series 66
Education
University of Phoenix 2008 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Michigan State University 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Ameriprise Financial Services, Inc. February 2009 - Present
Wachovia Securities Financial Network September 2006 - February 2009
Morgan Stanley July 2004 - September 2006
Skills
Asset Allocation, Estate Planning, Finance, Financial Advisory, Fixed Annuities, Investment Advisory, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Insurance, Loans, Mortgage Lending, Relationship Management, Cross-functional Team...
Education
Ithaca College 1998 — 2001
Bachelor's degree
Cherry Hill High School East 1994 — 1997
Live Oak Bank January 2014 - Present
Live Oak Bank March 2011 - January 2014
BB&T November 2008 - March 2011
Wachovia Securities Financial Network May 2008 - November 2008
First Citizens Bank August 2005 - June 2008
Education
Mary Baldwin College 1998 — 2002
BA, Economics
Allied Building Contractors March 2014 - Present
Wachovia Securities Financial Network June 2008 - April 2012
Ace Mortgage Funding February 2006 - May 2009
Skills
Certified Notary Public, NMLS Licensed, Currently also a Moblie..., Refinance, Mortgage Banking, Loan Origination, FHA, Foreclosures, Loans, Real Estate, Residential Mortgages
Education
Lindenwood University 2008 — 2012
Bachelor
Center For Sight November 2012 - June 2013
Center For Sight June 2010 - November 2012
Wachovia Securities Financial Network May 2004 - November 2007
Jacobsons September 1986 - September 2002
Skills
Customer Service, Healthcare, Physicians, Budgets, HIPAA, Process Improvement, Strategic Planning, Staff Development, Client Development, Practice Management, Medicine, Inventory Management, Relationship Management, Retail Sales, Retail Marketing, Wholesale Lending, Ophthalmology, Human Resources, Employee Training, Marketing, Schedules, Office Management, Team Building, B2B, Product Development, Sales Management, Sales Operations, Operations Management, Leadership, Sales
Education
Michigan State University
Communications Labor Relations
HSBC Securities (USA), Inc. April 2015 - Present
Pershing LLC May 2006 - April 2015
AIG Royal Alliance April 2004 - May 2006
Wachovia Securities Financial Network September 2001 - April 2004
Skills
Series 7, Bloomberg, Series 24, Financial Services, Wealth Management, Settlement, Finance, Middle Office, Securities, FINRA, Capital Markets, Trading Systems, Bonds, Back Office, Global Custody
Education
Loyola University Maryland 1997 — 2001
BBS, Finance
Purdue University Calumet School of Business September 2015 - Present
UIC June 2014 - Present
Malcolm X College 2013 - Present
stay at home mother April 2009 - December 2013
United Airlines June 2007 - April 2009
Sams Club November 2006 - September 2007
SunTrust Mortgage July 2005 - May 2007
SunTrust Investment Services June 2003 - July 2005
Wachovia Securities Financial Network September 2002 - June 2003
First Union Securities November 2001 - September 2002
Skills
Banking, Data Entry, Investments, Customer Service, Finance, Insurance, Mortgage Lending, Loans, Time Management, Accounting, Sales, Management, Mutual Funds, Auditing, Invoicing, Marketing, Office Management, Securities, Microsoft Excel, PowerPoint, Public Speaking, Research, Microsoft Word
Education
Purdue University Calumet 2015 — 2017
Biology
City Colleges of Chicago-Malcolm X College 2013 — 2015
Associate of Science (A.S.), Pre-Nursing Studies
Gwinnett Technical College 2012 — 2014
None, Radiologic Technology/Science - Radiographer
Virginia Commonwealth University 1999 — 2001
None, Biology, General
Merrill Lynch November 2014 - Present
Merrill Lynch 2004 - 2014
Wachovia Securities Financial Network December 2000 - September 2004
American Express May 2000 - 2000
Education
Longwood University 1996 — 2000
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Wells Fargo Advisors December 2014 - Present
Wells Fargo September 2012 - December 2014
Wells Fargo July 2011 - September 2012
Wells Fargo June 2010 - July 2011
Wells Fargo August 2008 - May 2010
Wachovia Securities Financial Network May 2008 - August 2008
Skills
Wisdom, BETA, DTCC, BONY, Smart Tracks, Bond Desk, DVP Stock Loan System, Microsoft Office, Mobius Document Direct, DocuAnalyzer, SQL, BDW, ODM, Bloomberg Terminal, Risk Management, Finance, Sales, Analysis, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Word, Software Lifecycle, Fixed Income, Budgets, Financial Risk
Education
Lindenwood University 2008 — 2010
Master of Arts (M.A.), Communications, Promotions
University of Missouri-Saint Louis 2004 — 2008
Bachelor of Arts (B.A.), Communication, General
Wells Fargo Advisors, LLC April 2007 - Present
Wells Fargo Advisors, LLC January 2013 - April 2014
Wachovia Securities Financial Network March 2006 - March 2007
Edward Jones March 2005 - February 2006
Skills
Hold Series 7, Series 63, Series 65, North Carolina Life/..., Banking, Financial Advisory, Financial Services, Sales, Wealth Management
Education
Grand Valley State University 2001 — 2004
Finance
Alma College 2000 — 2001
Queens University of Charlotte
Certified Financial Planning program
Janney Capital Markets First Vice PresidentJanney Montgomery ScottMarch 2009 - Present
Wachovia Securities Financial Network February 2003 - March 2009
Prudential Financial February 1992 - 2003
Education
La Salle University - School of Business Administration 1971 — 1975
BS Accounting, Finance
Redwood Investments, An Independent Firm July 2009 - Present
Wachovia Securities Financial Network March 2007 - July 2009
Edward Jones March 2002 - March 2007
PricewaterhouseCoopers LLP May 1997 - August 2001
Skills
401k Rollovers, Strategic Tax Planning, Income Distribution..., Estate Planning, Qualified Plan Analysis, Servicing small..., Wealth Accumulation, Retirement Income..., Life Insurance Planning, Long-term Care Insurance, Income, Small Business, Strategic Planning, Life Insurance, Series 7, Retirement, FINRA, Investments, Long Term Care Insurance, Pensions, 401k, Retirement Planning, Management, Mutual Funds, Loan Servicing, Strategic Financial..., Asset Management, Series 63, Long-term Care, Insurance, Securities, Financial Advisory, Series 65, Wealth Management, Finance, Asset Allocation, Investment Advisory, Fixed Annuities, IRAs, Financial Planning
Education
Indiana University - Kelley School of Business 1994 — 1998
B.S., Accounting, Computer Information Systems
LPL Financial July 2003 - Present
Wachovia Securities Financial Network 1998 - 2003
Skills
Retirement Income..., Retirement Planning, Series 66, Series 7, 401k Rollovers
Education
Miami University
Bachelor of Arts, International Studies
Carter 2014 - Present
Carter 2006 - Present
Elizabeth Baptist Church 2004 - 2006
Wachovia Securities Financial Network 2002 - 2004
Skills
ADP Payroll, HRIS Database Management, HRIS, Benefits Administration, Employee Relations, Onboarding, New Hire Orientations, Recruiting, Performance Management, Human Resources, Leadership, Customer Service, Budgets, Strategic Planning, Team Building, Training
Education
Troy State University
Master of Science (M.S.), Human Resources Management/Personnel Administration, General
Georgia Southern University 1996 — 2000
Bachelor of Science (BS), Psychology
Northeast Planning Corporation 2011 - Present
Wells Fargo Advisors 2009 - 2011
Wachovia Securities Financial Network 2006 - 2009
Skills
Wealth Accumulation, Retirement Planning, Cash Flow, College Funding..., Insurance Planning, Estate Planning /..., Business / Employee..., Financial Services, Finance, Financial Planners, Estate Planning, Disability Insurance, Mutual Funds, Fixed Annuities, Financial Planning
Education
London South Bank University 2010 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Rowan University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, Economics
Westfield Senior High School 2002 — 2006
Westfield High School Diploma
PNC Investments February 2012 - Present
PNC Investments September 2010 - February 2012
PNC Investments January 2004 - August 2010
Wachovia Securities Financial Network June 2003 - January 2004
Fleet Boston Financial April 2001 - December 2002
Summit Financial Services March 1999 - April 2001
Summit Financial Services January 1994 - March 1999
Education
Consumer Bankers Association - Executive Banking School 2013 — 2015
Kean University
BA
HIdden HIlls 2008 - 2013
Visual Artist Guiild 2007 - 2013
SCORE "Counselors to America's Small Business" January 2011 - September 2012
Moore's Eden 2001 - 2012
Rutherford Roundtable 2007 - 2011
RC Habitat for Humanity 2005 - 2010
Wachovia Securities Financial Network 1998 - 2001
Morgan Keegan 1992 - 1998
The Robinson Humphrey Company 1984 - 1992
BEI Holdings 1987 - 1991
Skills
Series 7, Series 63, series 24, Financial Operations, Investment Banking, Equity Research, Financial Services, Investments, Portfolio Management, Strategic Financial..., Financial Analysis, Due Diligence, Corporate Finance, Valuation, Financial Modeling, Mergers & Acquisitions, Alternative Investments, Small Business, Private Placements, Asset Management, Private Equity, Banking, Credit, Capital Markets
Education
Georgia State University 1977 — 1978
Finance, Economics, Accounting
Georgia State University 1969 — 1976
BBA, Finance, Accounting, Economics
Ringgold High 1961 — 1964
High School
Wells Fargo Advisors April 1996 - Present
Wachovia Securities Financial Network April 1996 - April 2009
MerrillLynch June 1980 - April 1996
United States Marine Corps August 1968 - June 1980
Skills
Investments, Finance, Retirement Planning, Asset Allocation, Risk Management, Securities, Public Speaking, Tactical Asset..., Business-owner Planning, Wealth Preservation..., Tax-efficient Planning, 401k Rollovers, Insurance, Estate Investment...
Education
Knox College 1964 — 1968
BA, History
Geneva Advisors July 2014 - Present
D.A. Davidson Companies August 2013 - July 2014
Cortview/Pierpont May 2012 - May 2013
Raymond James Financial Inc. April 2003 - April 2012
Wachovia Securities Financial Network October 1992 - March 2003
Skills
Series 7, Series 65, Investments, Fixed Income, Equities, Municipal Bonds, Asset Management, Financial Advisory, Investment Strategies, Portfolio Management, Management, Sales Management, Sales, Structured Products, Finance, Customer Service, Series 8, Securities, Capital Markets, Bonds
Education
Marquette University
Bachelor's Degree, Finance Major
Dominican High School
High School
an independently owned practice of Wells Fargo Advisors Financial Network, LLC 2009 - Present
Wachovia Securities Financial Network 2008 - 2009
A.G. Edwards & Sons, Inc. 2005 - 2008
Morgan Stanley Dean Witter 1996 - 2005
Skills
Investments, Retirement Planning, Finance, Mutual Funds, Wealth Management, Asset Allocation, IRAs, Financial Services, 401k, Financial Planning, Investment Strategies, Asset Management, 401k Rollovers, Roth IRA, Variable Annuities, Life Insurance, Fee-Based, Estate Investment...
Education
Kaplan University 2009 — 2010
B.S., Business Administration
De Anza Junior College 1971 — 1976
A.S., Business Science
Fremont High School 1967 — 1971
High School Diploma
Advantage Wealth Advisors October 2003 - Present
First Allied Securities, Inc. September 2007 - March 2015
Financial Network Investment Corporation, Member SIPC June 2004 - September 2007
Wachovia Securities Financial Network October 2003 - June 2004
UBS August 2002 - October 2003
Morgan Stanley January 1998 - August 2002
PaineWebber August 1996 - January 1998
Skills
Wealth Management, Retirement Planning, Financial Planning, Asset Management, Portfolio Management, Investments, Insurance, Securities, Investment Strategies, Annuities, Alternative Investments, Fixed Income, Series 7, Wealth, Finance, Series 63, Mutual Funds, Asset Allocation, Financial Services, Investment Advisory, Uniform Combined State...
Education
Pepperdine University 1994 — 1996
Business Administration / Finance
Loyola Marymount University 1994 — 1995
Air Science / AFROTC
University of California, Berkeley 1993 — 1994
Pre-Business
P. A. Short Distributing Company INC January 2010 - Present
Wachovia Securities Financial Network September 2005 - July 2006
Skills
Customer Service, Leadership, Management, Marketing, Process Improvement, Project Management, Public Speaking, Sales, Research, Sales Management, Strategic Planning, Team Building
Education
The University of Glasgow 2007 — 2009
MSc, Business Administration (Entrepreneurship )
Hampden-Sydney College 2000 — 2004
BA, History, Political Science, Classics
Carolina Investment Solutions July 1994 - Present
Wachovia Securities Financial Network June 2008 - April 2009
Horry County State Bank September 2005 - June 2008
Skills
Retirement Planning, Annuities, Estate Planning, Long Term Care, Financial Planning, Wealth Management, Asset Allocation, Insurance, Fixed Annuities, Long-term Care, 401k, Life Insurance, IRAs, Financial Planners, Retirement, Strategic Financial..., Term Life Insurance, Employee Benefits
Education
University of South Carolina-Columbia 1985 — 1987
M.A.T., English Education
Ithaca College 1976 — 1980
B.A., English
Capital Group Companies August 2011 - Present
Apria Healthcare October 2012 - March 2013
Dysney Studios, IT department November 2010 - February 2011
Broadcom June 2010 - November 2010
The Walt Disney Studios April 2008 - April 2009
Wachovia Securities Financial Network January 2008 - April 2008
Dynamic Healthcare System 2007 - 2007
Skills
Data Warehousing, Essbase
Education
Moscow State University of Economics, Statistics and Informatics (MESI) 1967 — 1972
Master, Appied Mathenmatics
TIAA-CREF December 2012 - Present
New York Life Insurance Company April 2004 - November 2012
Wachovia Securities Financial Network March 2001 - April 2004
SJS Investment Consulting, Inc. January 2000 - March 2001
Nationwide Insurance July 1997 - January 2000
Skills
Life Insurance, Financial Advisory
Education
Muskingum College 1993 — 1997
B.A., Business Major, Accounting Minor
Orange High School 1990 — 1993
ACS Healthcare Provider Solutions April 2011 - April 2013
ACS, a Xerox Company January 2009 - April 2011
Anthem December 2009 - June 2010
Anthem Health Care January 2009 - November 2009
United Healthcare October 2007 - August 2008
Wachovia Securities Financial Network June 2007 - October 2007
Genworth Financial May 2006 - August 2007
Bankers Life and Casualty October 2005 - May 2006
Capital One February 2003 - August 2005
Capital One June 2000 - February 2003
Skills
Business Analysis, Research Project..., Change Management, Software Documentation, Financial Services, Process Improvement, SDLC, Vendor Management, Risk Management, Visio, Insurance, Analysis, Program Management, Data Analysis, SharePoint, Project Management, Requirements Analysis, Strategy, Training, Management
Education
Longwood Universtiy 1992 — 1996
Bachlor of Science
Radford University 1987 — 1991
Bachelor of Science
Wells Fargo 2014 - Present
Wells Fargo June 2011 - August 2014
Duff & Phelps November 2007 - June 2011
Wachovia Securities Financial Network June 1999 - November 2007
Prudential Financial June 1999 - June 2001
Towers Watson June 1994 - June 1999
PwC 1991 - 1994
Skills
SPHR, Series 7 & 63 for 10+..., Human Resources, Employee Relations, Strategy, Succession Planning, Performance Management, Talent Management, Workforce Planning, HRIS, Management, Employee Benefits, Leadership, CRM, Change Management, Financial Services
Education
University of Pennsylvania
Master of Science (MS), Organizational Dynamics
La Salle University
Bachelor of Business Administration (BBA), Accounting and Finance
Premium Properties Real Estate Services April 2014 - Present
Attorney Title Fund Services December 2006 - Present
Premier Mortgage Funding May 2006 - August 2006
Provide First Layer Technical Support for desktop/network related problems for +125K users August 2005 - May 2006
Wachovia Securities Financial Network April 2001 - April 2005
Cablevision November 2000 - April 2001
Skills
Customer Service, Troubleshooting, Technical Support, Microsoft Office, SharePoint, Real Estate, Real Estate Transactions, Microsoft SQL Server, SQL, Real Property, Windows 7, VPN, Help Desk Support, Testing, Active Directory, Server 2000-2008, Windows XP Pro, iPhone, RACF, Laser Printers, Printer Drivers, Outlook, RAS, TCP/IP protocols, Information Technology, Unix, Quality Assurance, Employee Training, Theatre, Remote Desktop
Education
Nassau Community College 1997 — 1999
Liberal Arts and Sciences/Liberal Studies
Valencia College
Liberal Arts and Sciences/Liberal Studies
Computer Career Center
Computer Systems Networking and Telecommunications
Allianz Global Assistance June 2015 - Present
Alstom Power August 2013 - April 2015
Virginia United Methodist Homes November 2011 - May 2013
Boehringer Ingelheim April 2008 - December 2010
Wachovia Securities Financial Network May 2000 - September 2007
Skills
Data Entry, Training, Administrative..., Administration, Outlook, Spreadsheets, Microsoft Excel, Microsoft Word, Auditing, Software Documentation, Office Management, PowerPoint, Databases, Sales, Microsoft Office, Adobe Acrobat, Pharmaceutical Industry
Education
John Tyler Community College 1986 — 1989
Associate's degree, Office Systems Technology
John Tyler Community College 1986 — 1989
Associate's degree, Business/Office Automation/Technology/Data Entry
Bank of America July 2009 - Present
Wachovia Securities Financial Network August 2007 - January 2008
Skills
Customer Service, Direct Sales, Microsoft Office, Quantitative Research, SPSS, Mortgage Servicing, Lines Of Credit, Collections, Workflow, Notary Public, Strategic Communications, Risk Management, Title Searches, Residential Mortgages, Employee Training, Escalation Resolution, Public Speaking
Education
Guilford College 2006 — 2011
Bachelor of Arts (B.A.), Psychology
Bank of America Merrill Lynch 2005 - 2011
Wachovia Securities Financial Network 2000 - 2005
Adecco Group 1999 - 2000
Mama Ricotta's Management 1997 - 1999
Skills
Private Banking, Strategic Finance, Management, Project Management, Training, Bloomberg Software, Einstein, ILX, AS400 system, Actuate Reporting, AML, USA PATRIOT Act, Back Office, Internet Banking, Middle Office, OFAC, Settlement, Operational Risk, Banking, Fixed Income, Securities, Financial Risk, Derivatives, Investment Banking, Bloomberg, Financial Services, Credit, FX Options, Commercial Banking, Credit Risk, Capital Markets, Cash Management, Relationship Management, Portfolio Management, Bonds, Credit Analysis, Operational Risk..., Credit Derivatives, Trading, Swaps, Corporate Actions, Collateral Management, Interest Rate..., Series 7, Mutual Funds, FINRA, Trading Systems, Hedge Funds, Prime Brokerage, Equities
Education
Howard Community College
Myers Point at Sewanee 2004 - Present
Goodson Wealth Management March 2000 - Present
Wachovia Securities Financial Network November 2000 - March 2009
Edward Jones Investments 1992 - 2000
Skills
Investments, Real Estate, Wealth Management, Sales, Fundraising, Strategic Planning, Management, Entrepreneurship, Finance, Financial Services, Budgets, Financial Analysis, Business Planning, Portfolio Management, Small Business, Strategic Financial..., Business Strategy, Marketing Strategy, Start-ups, New Business Development, Team Building, Mergers & Acquisitions, Luxury
Education
The University of Dallas 1985 — 1988
MBA, Business Management
Louisiana State University 1979 — 1983
BS, Business Management
NRG Energy August 2014 - Present
Northern Trust Corporation May 2014 - August 2014
Northern Trust Corporation August 2013 - May 2014
J.P. Morgan Private Bank August 2011 - August 2013
Edgar, Kiker & Cross, P.C., CPA's February 2009 - August 2011
Wachovia Securities Financial Network May 2008 - February 2009
Capital One Advisers July 2005 - May 2008
Skills
Renewable Energy, Solar Energy, Sustainable Energy, Sustainability, Microgeneration, Power Generation, Renewable Energy..., Renewable Energy Markets, Investments, Asset Management, Asset Allocation, Portfolio Management, Analysis, Equities, Strategic Financial..., Securities, Analitical, Private Equity, Investment Banking, Financial Services, Options, Investment Management, Fixed Income, Managed Money, Venture Capital, Investment Brokerage, Portfolio Performance..., Money Managers, Financial Markets, Energy Efficiency, Natural Gas, Natural Gas Trading, Green Infrastructure, Critical Thinking, Financial Analysis
Education
McNeese State University 1997 — 2005
BS in Finance, Finance
FBR 2004 - Present
Wachovia Securities Financial Network November 1998 - July 2002
Process Development Corporation September 1997 - September 1998
Skills
Investment Banking, Equity Research, Valuation, Bloomberg, Capital Markets, Equities, Financial Modeling, Private Equity, Equity Valuation, Hedge Funds, Fixed Income, LBO, Corporate Finance, DCF, Derivatives, Due Diligence, Emerging Markets, Capital IQ, Alternative Investments, Investments
Education
Hampden-Sydney College
Bachelor of Arts (B.A.), Economics
The College of William and Mary
Master of Business Administration (MBA)
The Ideal Search, Inc. May 2000 - Present
BellSouth & NBC News January 1999 - April 2000
Wachovia Securities Financial Network June 1997 - December 1998
University of Tennessee June 1995 - June 1997
NationsBank May 1991 - January 1995
New York Marriott Marquis June 1990 - April 1991
Skills
Recruiting, Talent Acquisition, Executive Search, Technical Recruiting, Contract Recruitment, Applicant Tracking..., Sourcing, Internet Recruiting, Talent Management, Employee Relations, Human Resources, College Recruiting, Onboarding, Interviews, New Business Development, Business Development, Management, Permanent Placement, Resume Writing
Education
Georgia State University - J. Mack Robinson College of Business 1992 — 1995
MBA, Organizational Behavior & Design
University of Colorado Boulder 1986 — 1990
RWC Productions June 2012 - Present
Imgur, LLC January 2013 - March 2013
Google May 2010 - March 2012
Google March 2007 - April 2010
YouTube September 2006 - February 2007
Advertising.com 2004 - 2006
Assumption University June 2003 - May 2004
Wachovia Securities Financial Network September 2002 - May 2003
Skills
Online Advertising, Digital Media, Digital Marketing, Display Advertising, Ad Serving, Web Analytics, Digital Strategy, Mobile Marketing, Mobile Advertising, Google Adwords, DoubleClick, E-commerce, Rich Media, Strategic Partnerships, Ad Networks, Behavioral Targeting, Mobile Devices, Social Media Marketing, Fundraising, Online Content, Personality, Strategic Sales, Video Advertising
Education
Loyola College in Maryland 2000 — 2003
Bachelor of Science
John Carroll University 1998 — 2000
Bachelor of Science (BS)
Gonzaga College High School 1994 — 1998
West Shore Free Church January 2013 - Present
West Shore Free Church September 2011 - January 2013
West Shore Free Church September 2004 - August 2011
Wachovia Securities Financial Network September 1996 - February 2001
Paine Webber January 1996 - May 1997
Skills
Microsoft Office, Customer Service, Promotions, Problem Solving, Event Planning, Team Building, Event Management, Fundraising, Non-profits, Volunteer Management, Nonprofits, Discipleship, Marketing, Pastoral Counseling, Community Outreach, Pastoral Care, Public Speaking, Missions, Theology, Spiritual Direction, Leadership Development, Teaching, Program Development, Leadership
Education
Messiah College
The English School, Vienna, Austria
Pend LLC May 2014 - Present
Black River High School November 2013 - June 2014
Miami University January 2009 - December 2012
Wachovia Securities Financial Network June 2006 - July 2009
Genesco November 2003 - March 2006
Skills
HPLC, Microsoft Word, Microsoft Excel, Sales, Public Speaking, Impromptu Speaking, Coaching, Creative Strategy, Social Media, Social Networking, Data Analysis, Facebook, Market Research, PowerPoint, Microsoft Office
Education
Miami University 2007 — 2012
Bachelor's Degree
US Bancorp July 2015 - Present
Wells Fargo February 2010 - July 2015
Wachovia Securities Financial Network 2006 - 2010
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Training, Banking, Credit Risk, Financial Services, Risk Management, Anti Money Laundering, Bank Secrecy Act, Due Diligence, Retail Banking, KYC, Fraud, Risk Assessment
Education
Kaplan University 2010 — 2012
Master of Business Management (MBA), Business Management, Project management
University of North Carolina at Charlotte 2007 — 2009
Bachelor of Applied Science (B.A.Sc.), Psychology
PwC July 2014 - Present
Bank of America 2013 - 2014
Deloitte 2012 - 2013
Deutsche Bank 2011 - 2012
Bank of America 2009 - 2011
Wachovia Securities Financial Network 2008 - 2008
Skills
Strategy, Financial Modeling, Risk Management, Finance, Financial Analysis, Banking
Education
Mount St. Mary's University 2005 — 2007
Bachelor of Science (B.S.), Finance and Financial Management Services
Wells Fargo Bank April 2011 - Present
Wells Fargo Bank April 2007 - March 2011
Wells Fargo Bank April 2005 - April 2007
Staten Island Bank October 2001 - April 2005
United States Airforce April 1984 - May 2004
AXA Equitable February 2001 - October 2001
Wachovia Securities Financial Network April 1999 - February 2001
Bank One June 1996 - April 1999
Bank One June 1995 - April 1999
Skills
Commercial Banking, Retail Banking, New Business Development, Credit, Sales, Banking, Building Relationships, Strategic Planning, Sales Operations, Finance, Portfolio Management, Investments, Mortgage Lending, Loans, Negotiation, Risk Management, Analysis, Lines Of Credit, Strategy, Underwriting, Customer Service, Training, CRM, Small Business, Leadership, Commercial Lending, Relationship Management, Insurance, Financial Services, Credit Analysis, Small Business Lending, Business Development, Treasury Management, Consumer Lending, Mergers & Acquisitions, Cross Selling, Strategic Financial..., Financial Risk, Wealth Management
Education
Mercer University 2012 — 2014
Executive MBA, Executive Masters in International Business Administration
Sinclair Community College 1994 — 1998
Marketing/Communications
D.F. Dent & Company September 2010 - Present
SMITH BARNEY September 2006 - February 2009
Wachovia Securities Financial Network June 2004 - June 2006
Deutsche Bank February 1990 - June 2004
Legg Mason June 1987 - February 1990
Skills
Investments, Microsoft Excel, Portfolio Management, Equities, Asset Management, Mutual Funds, Banking, Financial Services, Series 7, Hedge Funds, Moxy, APX, QuickBooks, Data Exchange, PowerPoint, ACD, Accounts Payable, Payroll, Human Resources, Office Management
Education
McDaniel College
Business Administration and Management, General
Janney Montgomery Scott LLC January 2005 - Present
Wachovia Securities Financial Network July 2003 - July 2005
Prudential Financial January 1984 - July 2003
Skills
Wealth Management, Finance, Financial Planning, Microsoft Excel, Management, Retirement Planning, Investments, Microsoft Office
Education
Hofstra University
Master of Business Administration (M.B.A.)
Specialty Underwriters July 2013 - Present
La Luna Foods December 2008 - December 2012
Seattle Sutton's Healthy Eating October 2008 - October 2009
True Life Ministries October 2006 - December 2008
Advantage Capital Management October 2006 - January 2008
Ramiah Investment Group May 2004 - October 2006
Wachovia Securities Financial Network September 2003 - May 2004
Prudential Securities October 1997 - September 2003
Skills
Business Development, Sales, Marketing, Training, Business Planning, New Business Development, Lead Generation, Public Speaking, Start-ups, Recruiting, Customer Service, Manage Client..., Business Process..., Cost Control, Food Industry, Presentations, Trading Systems, Investment Strategies, Consulting, Life Sciences, Health Sciences, Management, Leadership, Strategic Planning
Education
Milwaukee School of Engineering 1995 — 2000
Bachelor of Science (BS) - Business & Computer Systems, Marketing & Finance
Social.Eyez.MediaMgmt January 2007 - Present
Convergys, Inc (Arnold, MO) January 2011 - June 2012
Wachovia Securities Financial Network April 2008 - December 2008
TelePacific Communications July 2007 - March 2008
Skills
Customer Service, Research, Public Speaking, Social Media, Event Planning, Data Analysis, Team Leadership, Leadership, Teamwork, Teaching, Social Media Consulting, Web Design, Microsoft Office 2010, Sharepoint, Project Coordination, Field Dispatch, Desktop Publishing, Graphic Design, Fundraising, Executive Administrative
Education
Kaplan University (online) 2002 — 2005
Certificate, Web Design \ IT
Johnson County Community College 1984 — 1986
Associate's degree, Liberal Arts \ Child Dev & Early Psyche
Jani-King of the Triad September 2010 - November 2014
Greensboro Montessori School August 2008 - September 2010
YSM Building Maintenance Corporation February 2008 - September 2010
Wachovia Securities Financial Network November 2007 - May 2008
Skills
Customer Service, Team Building, Marketing Strategy, Sales Management, New Business Development, Public Speaking, Microsoft Office, Strategic Planning, Advertising, Public Relations, Sales, Social Media, Franchising, Marketing Communications, Budgets, Operations Management, Project Management, Microsoft Excel, Team Leadership, Sales Process, Direct Sales, Training, Cold Calling, Time Management, B2B, Contract Negotiation, Account Management, Marketing, Customer Satisfaction, Management, Negotiation, Sales Operations, Leadership, Coaching, Business Development
Education
Guilford Technical Community College
Siemens August 2010 - Present
Siemens July 2008 - August 2010
Wachovia Securities Financial Network June 2006 - November 2008
Compass Group North America 1999 - 2004
Skills
Project Management, Project Planning, MS Project, Financial Analysis, Data Analysis, Business Analysis, Requirements Analysis, Procurement, SAP R/3, SAP, Process Improvement, Business Process..., Process Optimization, Managerial Finance, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Access, Cognos, Unix, Purchasing Negotiation, Indirect Purchasing, Rebates, Cost Benefit, Team Leadership, Leadership Development
Education
Montreat College 1999 — 2001
Master of Business Administration (MBA)
Winthrop University
Bachelor's degree
York Technical College
Associate's degree, Accounting
Forbes Insurance Services, Inc. July 2005 - Present
FORBES INSURANCE SERVICES, INC July 2005 - Present
The Bank Of New York October 2002 - June 2005
Wachovia Securities Financial Network October 2001 - October 2002
Aetna October 1989 - June 2002
Skills
Microsoft Office, Microsoft Excel, Property & Casualty..., Strategic Planning, Risk Management, Project Management, Business Analysis, Underwriting, Microsoft Word, Process Improvement, Commercial Insurance, Financial Services, Health Savings Accounts, Long Term Care Insurance, Fixed Annuities, Term Life Insurance, Long-term Care, Life Insurance, Disability Insurance, Retirement, Account Management, CRM, Leadership, Marketing Strategy, Team Building, Training
Education
Mercy College
Masters Degree, Business Administration and Management, General-Securties, 3.7
Santander Consumer USA Inc. May 2013 - Present
investing 2003 - 2015
Bank of America October 2012 - March 2013
Ascension Capital Group July 2008 - August 2012
Wachovia Securities Financial Network June 2006 - February 2008
Tom Thumb February 1999 - August 2003
Skills
Bankruptcy, Mortgage Banking, Account Management, Coaching, Operations Management, Management, Customer Service, Sales, Customer Satisfaction, Team Building, Outlook, Marketing, Microsoft Excel, Strategic Planning, Microsoft Office, Process Improvement
Education
The University of Texas at Arlington 2007 — 2008
Bachelor's degree, Business Finance
Langston University 2003 — 2007
Associate's degree, Finance, General
Hajoca Corporation - York PA April 2013 - Present
Hajoca Corporation October 2009 - April 2013
Thermotron Industries June 2006 - July 2008
Wachovia Securities Financial Network June 2007 - August 2007
Best Buy November 2004 - August 2005
Skills
Economics, PowerPoint, Microsoft Excel, Management, Sales Management, Sales, Finance, Purchasing, Budgets, Training, Microsoft Office, Business Strategy, Business Analysis, New Business Development, Business Planning, Sales Operations, Inventory Management, Forecasting, Customer Service, Account Management, Pricing, Wholesale, Negotiation, Team Building, Leadership, Key Account Management, Marketing, Market Research, Profit
Education
Kalamazoo College 2005 — 2009
Bachelors of Liberal Arts, Economics, Business, History
The University of Bonn 2008 — 2008
German
TruFit October 2012 - Present
West Coast Boot Camp 2009 - September 2012
Wachovia Securities Financial Network November 2005 - April 2008
Skills
Series 7, Multilingual, U.S. Army 71 Delta, Abraham Lincoln School..., President of...
Education
U.C. Berkeley 1993 — 1997
Bachelor of Science (BS), International Relations and Affairs and International Business
Harvard University Graduate School of Education 1998 — 2000
Education
ReMax Vintage September 2008 - Present
Imagine Realty International 2012 - 2013
Century21 Realty partners 2012 - 2012
Wachovia Securities Financial Network 2008 - 2009
Bank of America November 1996 - August 2008
Bank of America November 1996 - August 2006
Skills
I am certified to..., in the state of Texas., I am bilingual., Worked in the bank..., Mortgage Lending, Loans, Mortgage Banking, FHA, Loan Origination, Refinance, Credit, Banking, Consumer Lending, Commercial Lending, Small Business Lending, Loss Mitigation
Education
Champion School of Realestate 2008 — 2008
Real Estate License
Lone Star College System 1995 — 1998
NVR, Inc. March 2012 - July 2015
First Title & Escrow November 2010 - June 2011
First American Title February 2010 - November 2010
Wachovia Securities Financial Network June 2005 - March 2009
Skills
FHA, USDA, Title Insurance, New Home Purchase, New Home Construction, Compliance, Operational Excellence, Communication, Organization, Training, Close Attention to..., Event Planning, Veterans Administration, Closings, Mortgage Lending, Mortgage Banking, Loans, Analysis, Funding, Software Documentation, Refinance, VA Loans, Customer Service, Residential Mortgages, First Time Home Buyers, Investment Properties, Real Estate, FHA Financing, Banking
Education
J Sargeant Reynolds Community College 2006 — 2008
Business Administration, Management and Operations
Virginia Commonwealth University 2003 — 2004
Marketing
Merrill Edge July 2014 - Present
E*TRADE Financial May 2012 - June 2014
TD Ameritrade September 2011 - March 2012
Charles Schwab February 2007 - August 2011
Key Financial Corporation November 2003 - November 2004
Wachovia Securities Financial Network October 2001 - November 2003
Skills
NASD Series 7, 63, 9..., Life/Accident &..., Conversational Spanish, NASD Series 66
Education
College of Financial Planning
Loyola University of Chicago
BA Politic Science, Political Science and Government
Morgan Stanley Wealth Management March 2013 - Present
Wells Fargo Advisors January 2010 - March 2013
Morgan Stanley Wealth Management March 2007 - January 2010
Wachovia Securities Financial Network April 2000 - March 2007
Education
Keller Graduate School of Management of DeVry University 2001 — 2003
Master of Business Administration (MBA), Finance
Lake Forest College 1997 — 2000
Bachelor of Arts (BA), Business/Managerial Economics
Duke Manufacturing Co. October 2012 - Present
Schneider Electric July 2008 - October 2012
Wachovia Securities Financial Network June 2007 - January 2008
Skills
Salesforce.com, New Business Development, Sales Management, Account Management, Sales
Education
Missouri State University 2004 — 2008
Bachelor of Science in Marketing with Sales emphasis
Independently owned practice of Wells Fargo Advisors Financial Network, LLC December 2004 - Present
Wachovia Securities Financial Network June 2002 - December 2004
First Union Securities March 2001 - June 2002
Edward Jones October 1993 - March 2001
Skills
Retirement Planning, Retirement, Investments, Investment Strategies, Portfolio Management, Finance, IRAs, Insurance, Banking, Financial Risk
Education
Harding University 1978 — 1980
Red Ventures June 2014 - Present
Red Ventures April 2013 - September 2014
Casey Research March 2012 - May 2013
iContact August 2011 - March 2012
Guilford College November 2010 - August 2011
Guilford College 2009 - January 2011
Wachovia Securities Financial Network January 2009 - March 2009
Skills
OpenStack, PHP, Linux, MySQL, SALT, Databases, Amazon Web Services..., Linux System..., HTML, Web Development, LAMP, Software Development, CSS, Apache, JavaScript, Node.js, Bash, Ruby, AJAX, Puppet, OS X, Git, SQL, jQuery, Web Applications, Unix, Ubuntu, Linux server..., JSON, Open Source, REST, Shell Scripting, JIRA, PHP Applications, Database Administration, Programming, Web Services, Scrum, Test Driven Development, Python, Software Engineering, OOP, Object Oriented Design, Software Design, Continuous Integration, Mac OS X, Bamboo, Github
Education
Guilford College 2009 — 2012
Bachelor's, Computer Science
Waves of Serenity February 2012 - Present
United States Air Force November 2008 - May 2010
United States Air Force November 2008 - May 2010
Wachovia Securities Financial Network August 2002 - May 2003
Hilton Worldwide January 2002 - January 2003
Education
Harris School of Business-Cherry Hill Campus 2011 — 2012
certification, Massage Therapy/Therapeutic Massage
Rio Salado College 2002 — 2007
Associate's degree, Business Administration and Management, General
BB&T Capital Markets July 2002 - Present
Wachovia Securities Financial Network November 1996 - March 2002
Wachovia Bank September 1993 - November 1996
Education
Guilford College 1979 — 1983
Bachelor of Science (B.S.), Business Administration
University of Virginia Darden School of Business 1989 — 1989
3 week program for young managers
TFI Family Services August 2004 - Present
TFI Family Services 2004 - 2013
Wachovia Securities Financial Network March 2004 - August 2004
Skills
People-oriented, Communication Skills, Professional Services, Computer Proficiency, Typing, Adding Machine, Phone Etiquette, Windows, Microsoft Excel, PowerPoint, Microsoft Publisher, Microsoft Word, Highly personable, Clerical Skills, Databases, Data Entry, Bookkeeping, Accounts Payable, Social Services, Filing, Office Administration, Positive Can-do Attitude, Customer Service, Office Equipment, Facilities Management, Facility Safety, Family Services, Internet, Invoice Processing, Vehicle Maintenance, Vehicle Tracking, Fleet Management, Front Office, Back Office, Background Checks, Lync Server 2010, Purchase Orders, Employee Handbooks, Supply Ordering, Receptions, Accounts Receivable, Accurate Data Entry, Spreadsheets, Problem Solving, Appointment Scheduling, Benefits Administration
Education
Missouri Southern State University 1985 — 1987
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Liberal High School, Liberal MO 1982 — 1985
General, High School Diploma
Hartford HealthCare June 2015 - Present
Accretive Health October 2013 - April 2015
Huron Consulting Group December 2012 - October 2013
Huron Consulting Group January 2010 - November 2012
Citi May 2008 - August 2008
JP Morgan May 2007 - August 2007
Wachovia Securities Financial Network June 2006 - August 2006
Skills
Process Improvement, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Capital Markets, Risk Management, Investments, Private Equity, Due Diligence, Data Analysis, Management Consulting, Bloomberg, Equities, Portfolio Management, Business Analysis, Banking, Finance, Change Management
Education
Howard University 2006 — 2009
Bachelor of Arts, Finance
Southern Methodist University
Aldine ISD July 2014 - Present
Aldine ISD August 2006 - June 2014
Burr Wolff February 2005 - August 2006
Wachovia Securities Financial Network December 2002 - February 2005
Skills
Team Oriented, Self Starter, Hard Worker, Accounting, Administration, Banking, Customer Service, Excel, Education, Microsoft Office, Organizing, PowerPoint, Quickbooks, Teaching, Tax, Windows, Time Management
Education
Lamar University 2008 — 2012
Master’s Degree, Educational Leadership
University of Houston-Victoria 2006 — 2008
Master of Business Administration (MBA), Strategic Management
University of Houston-Downtown 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting
Krepel Headquarters July 2014 - Present
Highland Capital Brokerage April 2009 - July 2014
Sentinel Management Group January 2005 - March 2008
Sky Bell Asset Management July 2004 - January 2005
Wachovia Securities Financial Network December 2003 - July 2004
Mina Capital Mangement November 2000 - December 2003
First Union Securities January 1997 - November 2000
EVEREN Securties September 1995 - January 1997
Skills
Insurance, Life Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Retirement Planning, Sales Management, IRAs, Series 6, Brokers, Health Insurance, Mutual Funds, Customer Service, PowerPoint, Sales, Series 63, Management, Microsoft Excel, Microsoft Office, Strategic Planning, Microsoft Word, Team Building
Education
Harper College 1992 — 1995
Associate of Arts (A.A.), Psychology
Barrington High School 1989 — 1992
Associate of Arts (A.A.), Criminal Justice and Corrections
Laburnum Elementary School January 2015 - Present
Henrico County Public Schools March 2012 - Present
Richmond Public Schools November 2013 - June 2014
Intercept Youth Services November 2011 - April 2013
KaiLynn Jewelry Design April 2011 - June 2012
Wachovia Bank November 1997 - October 2011
Wachovia Securities Financial Network 2002 - 2003
Skills
Customer Service, Special Education, Elementary Education, Public Speaking, Tutoring, Classroom, Teaching, Fundraising, Behavior Management, Nonprofits
Education
Liberty University 2012 — 2015
Master's Degree, Special Education and Elementary Education, 3.8 GPA
Virginia Commonwealth University 2007 — 2010
BA, African-American Studies, Media Studies
McGuireWoods January 2009 - Present
Quality Software Consulting, LLC March 2003 - Present
Wachovia Securities Financial Network 2008 - 2009
CareFirst BlueCross BlueShield 2006 - 2008
SunTrust Mortgage 2003 - 2006
Capital One Financial 1996 - 2002
Skills
Bank and Mortgage IT, Healthcare IT, Legal IT, SDLC, Project Management, Quality Center, Quality Assurance, Testing, PMO, Enterprise Software, Integration, IT Strategy, Test Automation, IT Management, Requirements Analysis, Vendor Management, Business Analysis, Project Planning, Enterprise Architecture, Process Improvement, Program Management, Software Project..., SharePoint, Information Technology, Healthcare Information..., Leadership, Management, PMP, Business Intelligence, Software Development, Business Process..., Business Process, Agile Methodologies, Project Portfolio..., Requirements Gathering, ITIL, Visio, MS Project, HP Quality Center
Education
Hampton University
BA, Applied Math and Computer Science
Stevens Institute of Technology
MS, Computer Science
Wells Fargo Advisors November 2013 - Present
Wachovia Securities, LLC June 2008 - Present
Wachovia Securities June 2006 - Present
Wachovia Securities 2004 - Present
First Clearing 2004 - Present
Wachovia Securities Financial Network 2006 - 2009
Wachovia Securities May 2004 - June 2006
Skills
Business Analysis, Series 7, Securities, Access, Equities, Data Warehousing, Mergers, Problem Solving, Back Office, Excel, Team Building, Word, SharePoint, Data Analysis, Analysis, Mutual Funds, MS Project, Settlements, Risk Management
Education
Missouri State University 1991 — 1996
Bachelor of Science (BS) Finance and General Business, Finance and Accounting
Wells Fargo Advisors February 2010 - Present
Wachovia Securities Financial Network October 2008 - February 2009
A.G. Edwards June 2007 - October 2008
A. G. Edwards January 2006 - June 2007
A.G. Edwards September 1997 - January 2006
AT&T October 1992 - September 1997
AT&T May 1989 - October 1992
Skills
Project Management, Systems Analysis and..., Microsoft Office..., ADDIE Training..., Data Management, Business Intelligence, PeopleSoft, Structured Query..., Data Warehousing
Education
Illinois State University
Bachelor of Science, Applied Computer Science Economics
Virginia Housing Development Authority August 2007 - Present
Core Consulting December 2006 - August 2007
Edgenet June 2006 - December 2006
Wawa, Inc. March 2006 - July 2006
Wachovia Securities Financial Network August 2003 - March 2006
Response Time December 2002 - August 2003
Capital One October 2000 - December 2002
Skills
Business Analysis, Project Management, Project Portfolio..., Program Management, Consulting, Portfolio Management, SDLC, Security, PMO, Strategy, Business Intelligence, PMP, Enterprise Architecture, Budgets, Cross-functional Team..., ITIL, Information Technology, Analysis, Vendor Management, Management, Training, Strategic Planning, Leadership
Education
University of Tennessee-Knoxville 1982 — 1984
Management Information Systems
Jackson State Community College 1979 — 1981
Management Information Systems, Information Technology, Business
Adamsville High School 1976 — 1979
Salutatorian of Graduating Class, Pre-Management Information Systems
Citizens Financial Group, Inc. July 2015 - Present
Sterling National Bank May 2014 - July 2015
Sleepy Hollow Tarrytown Chamber of Commerce December 2012 - December 2014
KeyBank January 2012 - May 2014
Bank of America August 2011 - February 2012
Bank of America Home Loans May 2008 - July 2011
Wells Fargo 2008 - 2009
Countrywide 2003 - 2008
Wachovia Securities Financial Network 1993 - 2000
Citibank 1991 - 2000
Skills
Mortgage Lending, Mergers, Team Leadership, Change Management, Recruiting, Investment Banking, Credit
Education
Manhattanville College 1984 — 1987
Bachelor's degree, Management and Spanish
Merrill Lynch July 2015 - Present
Merrill Lynch September 2014 - July 2015
Morgan Stanley March 2012 - September 2014
Morgan Stanley Smith Barney September 2010 - March 2012
Morgan Stanley Smith Barney July 2008 - September 2010
Wachovia Securities Financial Network August 2006 - June 2008
Skills
Series 7, Series 63, Series 6, Series 66, Series 3, Series 9, Series 10, Licensed Life & Health..., Microsoft Excel, Concur, PeopleSoft, Peopleclick, PowerPoint, Retirement Planning, Series 24, Strategic Financial..., Wealth Management..., Uniform Combined State..., 401k, Series 65, Life & Health Insurance..., FINRA, Alternative Investments, Investment Advisory, Investment Strategies, Asset Allocation, Mutual Funds, Securities, Financial Planning, Finance, Financial Services, Management, Banking, Asset Management, Investments, Wealth Management
Education
Saginaw Valley State University 2002 — 2004
Bachelor of Science (B.S.), Psychology/Criminal Justice
Grand Valley State University 2001 — 2002
Bachelor of Science (B.S.), Psychology
J.P. Morgan Securities May 2014 - Present
J.P. Morgan Securities January 2013 - May 2014
J.P. Morgan June 2012 - January 2013
Deutsche Bank Alex Brown January 2012 - June 2012
Deutsche Bank Alex Brown November 2004 - December 2011
Fidelity Investments August 2004 - November 2004
Wachovia Securities Financial Network March 2003 - August 2004
Morgan Stanley Dean Witter May 2001 - October 2002
Skills
Bonds, Wealth Management, Securities, Asset Management, Microsoft Excel, Financial Analysis, Hedge Funds, Investments, Portfolio Management, PowerPoint, Series 7, Financial Modeling
Education
The University of Georgia 1999 — 2001
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Georgia State University 1997 — 1998
University of Illinois at Urbana-Champaign August 2011 - Present
Instituto Superior de Economia e Gestao, Universidade Tecnica de Lisboa January 2011 - August 2011
Universidade Nova de Lisboa September 2007 - August 2011
Klaipeda University 2005 - 2005
Brandscape 2003 - 2005
Vilnius Business College 2003 - 2005
Wachovia Securities Financial Network 1999 - 2005
Skills
Personable, Globally..., Business Strategy, Presenting to Clients, Economics, Portuguese, International Business, Entrepreneurship, Management Consulting, Strategy, Spanish, Marketing, English, Presenting to Senior..., Teaching, Market Research, Data Analysis, Corporate Finance, International Relations, Marketing Strategy, Lecturing
Education
Universidade Técnica de Lisboa 2006 — 2011
PhD, Management
Humboldt University of Berlin 1999 — 2002
M.Sc., Economics and Management Science
University of Illinois at Urbana-Champaign 1995 — 1999
B.S., Business Administration Marketing
Universidade Nova de Lisboa
The Smith Companies August 2006 - Present
MetLife September 2004 - July 2006
Wachovia Securities Financial Network March 1998 - September 2004
Skills
Series 7, Series 63, Financial Advisory
Education
Lafayette College 1975 — 1981
Bachelor of Arts (BA), Economics and Finance
Acti-Kare 2012 - Present
Wells Fargo April 1996 - Present
Wachovia Securities Financial Network 1996 - 2010
Education
James Madison University - College of Business 1990 — 1994
Bachelor of Business Administration, Accounting
USAA November 2012 - Present
Lender Processing Services, Inc. (LPS) December 2009 - November 2010
Miller Appraisal October 2008 - April 2010
Wachovia Bank 2001 - 2008
Wachovia 2001 - 2008
Wachovia Securities Financial Network 2000 - 2005
World Savings June 1998 - October 2001
Education
Midwestern State University 1988 — 1990
Franklin American Mortgage Company January 2015 - Present
Franklin American Mortgage Company May 2009 - Present
Freedom Mortgage January 2006 - November 2008
Bank of America May 2003 - January 2006
Wachovia Securities Financial Network June 1997 - June 2001
The Huntington Mortgage Company June 1996 - June 1997
American Family Financial Services April 1993 - June 1996
Skills
Residential Mortgages, FHA, Loans, Mortgage Lending, Mortgage Banking, VA LAPP CERTIFIED, Refinance, FHA financing, Loan Servicing, Portfolio Management, HUD, Loan Origination, USDA, Banking, First Time Home Buyers, Direct Endorsement..., Calyx Point, Fannie Mae, FHLMC, Microsoft Office, Microsoft Word, Remote Desktop
Education
Hofstra University 1988 — 1992
B.A., Communications
Cherry Hill High School East 1984 — 1988
MVG February 2014 - Present
JPMorgan Chase February 2010 - Present
JPMC-Morgan Chase October 2010 - February 2014
Wachovia Securities Financial Network June 2008 - February 2010
Skills
Series 63, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Fixed Annuities, Retirement, Portfolio Management, Securities
Education
Hampton University
Wells Fargo Advisors February 2005 - Present
Wells Fargo Advisors, LLC September 1998 - Present
Wachovia Securities Financial Network October 2007 - September 2008
Skills
Felting, Art, Customer Service, Microsoft Office, Crochet, Outlook, Access, Microsoft Excel, Microsoft Word, Data Entry, PowerPoint, Highly detail oriented, Recruiting, Building Relationships, Administrative..., Team Building, Budgets, Office Management, Travel Planning, Expense Reports, Invoicing, Event Planning, Temporary Placement, Performance Management, Cultural Diversity, Executive..., Employee Training, Hiring, Office Administration, Travel Arrangements, Human Resources
Education
Iowa State University 1988 — 1992
BFA, Interior Design
Williamsburg Health Foundation January 2014 - Present
Child Development Resources October 2007 - December 2013
Prospect Research and Grant Writing 2005 - 2009
Wachovia Securities Financial Network 2006 - 2007
Colonial Williamsburg Foundation 1993 - 1996
Skills
Grant Writing, Editing, Writing, Non-profits, Fundraising, Volunteer Management, Community Outreach, Public Speaking, Event Planning, Public Relations, Strategic Planning, Social Media, Research, Event Management, Proposal Writing, Leadership Development, Nonprofits, Program Management, Philanthropy, Strategic Communications, Community Development, Program Development, Newsletters, Board Development, Public Policy, Media Relations, Teaching, Grants
Education
Harvard University 1985 — 1989
AB, English
Holton-Arms 1978 — 1985
high school
Discover Your Soul! March 2014 - Present
Suncrest Hospice September 2013 - Present
Church Of The Holy Family August 2007 - Present
PeopleFirst Hospice October 2011 - September 2013
Colorado Community Hospice February 2011 - January 2012
VistaCare Hospice October 2006 - February 2011
Wachovia Securities Financial Network November 2002 - October 2004
Gorman Consulting Services May 1987 - October 2002
Coopers and Lybrand August 1983 - April 1987
Skills
Reiki, Chaplaincy, Pastoral Care, Pastoral Counseling, Memorials, Weddings, Ministries, Meditation, Patient Advocacy, Hospice, Life Coaching, Retreats, Leadership Development, Coaching, Community Outreach, Preaching, Non-profits, Public Speaking, Stress Management, Elder Care, Ministry Development, Teaching, Religion, Compassion, Biblical Studies
Education
Iliff School of Theology 2006 — 2008
MDiv, Pastoral Care
Spring Hill College 1979 — 1983
MSC, Accounting
W. E. Brown September 2015 - Present
University of Virginia Health System August 2014 - December 2014
Monticello Area Community Action Agency (MACAA) August 2013 - July 2014
Virginia Employment Commission January 2012 - August 2013
Albemarle County Department of Social Services September 2010 - January 2012
Virginia Employment Commission May 2009 - September 2010
Wachovia Securities Financial Network March 2006 - September 2008
Skills
Coordination, Coaching, Interviews, Marketing, Career Counseling, Direct Sales, Customer Service, Event Planning, Human Resources, Leadership, Marketing Strategy, Nonprofits, Public Speaking, Social Media, Team Building, Training
Education
University of Notre Dame - Mendoza College of Business 1983 — 1985
M.B.A., Marketing
Kalamazoo College 1978 — 1981
B.A., Economics
Nike February 2014 - Present
Flywheel Sports February 2012 - Present
Juice Bar Atlanta January 2015 - June 2015
The Forum Athletic Club January 2007 - April 2010
Regions Bank March 2006 - March 2007
Wachovia Securities Financial Network May 2004 - March 2006
Skills
Financial Modeling, Customer Service, Fitness, Personal Training, Fitness Consulting, Fitness Training, Yoga, Management, Nutrition, Event Planning, Leadership, Social Networking, Accounting, Marketing Strategy, Public Speaking, Strength Training, Brand Ambassadorship, Sports Nutrition
Education
Georgia State University 2000 — 2003
BA, Accounting
Ameriprise Financial Services, Inc. May 2006 - Present
Wachovia Securities Financial Network January 2004 - May 2006
Sanford C. Bernstein February 2002 - January 2004
Education
Marist College 1993 — 1997
Bachelors
College Planning Professionals of the Carolinas June 2014 - Present
Central Piedmont Community College July 2009 - Present
NC Dept of Commerce, Div of Workforce Solutions October 2009 - August 2013
TIAA-CREF April 2005 - January 2009
C.E.O. Inc December 2004 - February 2005
Charlotte Mecklenburg Schools August 2004 - November 2004
Sterling Capital Management September 2001 - April 2004
CitiStreet January 2000 - September 2001
Wachovia Securities Financial Network May 1998 - December 2000
WACHOVIA SECURITIES, INC January 1998 - January 2000
Skills
Investments, Customer Relations, Research, Financial Services, Public Speaking, Process Improvement, Data Analysis, Training, Coaching, Customer Service, Career Counseling, Workshop Facilitation, Career Development, Insurance, Instructional Design, Adult Education, E-Learning, Interviews, Human Resources, Teaching, Leadership, Higher Education
Education
State University of New York at Stony Brook 1976 — 1979
BA, English
Nassau Community College 1971 — 1973
AA, Liberal Arts
Central Piedmont Community College
Public Health Management Corporation March 2015 - Present
Liberty Resources Inc January 2010 - March 2015
Liberty Resources Inc 2010 - 2012
Wachovia Securities Financial Network March 2006 - March 2009
Skills
Community Outreach
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration (M.B.A.), Certificate in Financial Analysis
Indiana University of Pennsylvania 1998 — 2001
Bachelors, Accounting
RushtheCourt.net October 2013 - Present
Enclos February 2015 - Present
Allianz Global Assistance October 2010 - June 2014
Bank of America April 2009 - October 2010
RVANews.com 2010 - 2010
Wachovia Securities Financial Network 2007 - 2009
Palari Publishing 2008 - 2008
Hanover Herald-Progress 2000 - 2002
Skills
Business Analysis, Process Improvement, Project Management, Vendor Management, Business Process..., Data Analysis, Requirements Analysis, Customer Service, Risk Management, Analysis, PowerPoint, Marketing Communications, Strategic Planning
Education
University of Villanova Online 2008 — 2009
Green Belt, Six Sigma
James Madison University 2002 — 2006
BA, English
Atlee High School 1999 — 2002
Merrill Lynch May 2014 - Present
Prestige Wealth Management Group August 2012 - May 2014
Wells Fargo Advisors, LLC January 2007 - August 2012
Wachovia Securities Financial Network November 2001 - January 2007
Prudential Securities November 1998 - November 2001
Prudential Securities November 1996 - November 1998
Prudential Securities December 1991 - November 1996
Skills
Risk Management, Compliance, GIPS Compliance, Unified Managed Accounts, SEC filings, FINRA, Securities, Insurance, Investment Advisory, Series 63, Series 7, Series 65, Series 24, Series 3, Series 8 (9/10)
Education
Monmouth University 1994 — 1999
MBA, Business Administration and Management, General
Rutgers University-New Brunswick 1986 — 1990
BA, Communication, History
Booz Allen Hamilton October 2014 - Present
Booz Allen Hamilton March 2009 - Present
Booz Allen Hamilton April 2008 - March 2009
National Council of Teachers of Mathematics - NCTM January 2008 - April 2008
Wachovia Securities Financial Network January 2007 - December 2007
James Madison University May 2007 - June 2007
James Madison University May 2006 - June 2006
Essence Magazine June 2005 - August 2005
Skills
Graphic Design, Branding & Identity, Project Management, Typography, Adobe Creative Suite, Creative Consultation, Collaborative Problem..., SharePoint, HTML, Adobe Acrobat, Dreamweaver, Illustrator, Brochures, Logo Design, Layout
Education
James Madison University 2001 — 2006
B.F.A., Graphic Design
Beltone New England September 2013 - Present
Rock Hill School District August 2006 - July 2012
Wachovia Securities Financial Network 2002 - 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Strategic Planning
Education
UNCC 1999 — 2002
MHA, Health/Health Care Administration/Management
Ithaca College 1992 — 1996
Bachelor of Science (BS), Education/Teaching of Individuals with Speech or Language Impairments/Audiology
Tek Systems c/o Wells Fargo August 2011 - November 2011
Ettain Group c/o Bank of America January 2011 - July 2011
Charlotte Mecklenburg Schools April 2008 - March 2009
Bank of America July 2006 - March 2008
Wachovia Securities Financial Network June 2002 - December 2005
The Vanguard Group April 1998 - May 2002
Bank of America March 1988 - March 1998
Skills
Visio
Education
University of Phoenix 2003 — 2005
MBA, Master Business Administration/Healthcare Management
Montreat College 1998 — 2001
BBA, Bachelor Business Administration
JPMorgan Chase & Co. June 2014 - Present
JPMorgan Chase & Co. May 2010 - June 2014
JP Morgan Chase November 2007 - May 2010
Citi August 2004 - November 2007
Wachovia Securities Financial Network January 2001 - July 2004
JPMorgan Chase & Co. January 1998 - January 2001
Skills
Business Analysis, Process Improvement, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Project Management, Regression Testing, SDLC, Vendor Management, Microsoft Office, Banking, Management
Education
Marymount University 1993 — 1995
Master's Degree, Management Information Systems and Services
University of North Carolina at Charlotte 1989 — 1993
Bachelor's Degree, Computer Science
Cornell University via eCornell
Managing Dynamic Teams
Desoto Treated Materials January 2012 - Present
BP April 2010 - December 2011
Saint Thomas Hospital January 2009 - December 2009
Fifth Third Bank May 2007 - January 2009
Wachovia Securities Financial Network December 2005 - May 2007
Ameriquest Mortgage October 2004 - December 2005
West Tennessee Healthcare December 2001 - October 2004
Macon Peaches February 2003 - September 2003
Tampa Bay Rays June 2002 - February 2003
Selma Cloverleafs February 2002 - June 2002
Skills
Quality Assurance, Supervisory Skills, Mortgage Lending, Quality Control, Leadership
Education
University of Tennessee at Martin 1999 — 2000
Bachelor of Science (B.S.), Sociology
Louisiana Tech University 1998 — 1999
Sociology
Mississippi Gulf Coast Community College 1996 — 1998
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
TIAA-CREF October 2013 - March 2014
Duke Energy Corporation March 2009 - December 2011
AREVA NP April 2007 - November 2007
Wachovia Securities Financial Network August 2006 - January 2007
Kennedy Covington March 2001 - March 2003
Moore & Van Allen, PLLC 1999 - 2001
Skills
CAPM candidate, Forecasting, Training, Financial Analysis, Analysis
Education
McGill University
Language, Literature, French
Wachovia Securities Financial Network 1990 - 2005
Savings of America Service Corp 1989 - 1990
First Union National Bank 1986 - 1990
Policy Management Systems Corp 1984 - 1985
Colonial Life & Accident Ins. Co. 1980 - 1984
Fairchild Camera and Instrument Co 1976 - 1980
Electronic Data Systems 1970 - 1976
Education
San Jose State University 1964 — 1966
Business Administration and Management, General
Monterey Peninsula College 1962 — 1964
Associate of Arts (AA), Data Processing
Briggs & Stratton January 2011 - Present
Wachovia Securities Financial Network May 2007 - August 2009
Wachovia Securities Financial Network 2007 - 2009
Skills
Management, Analysis, Finance, Customer Service, Mergers & Acquisitions, Banking, Forklift Operator, SAP, Inventory Management, Continuous Improvement, Supply Chain, Logistics, Manufacturing, Forecasting, Materials Management, Process Improvement, Six Sigma, Lean Manufacturing, Inventory Control, Supply Chain Management
Education
Murray State University 2001 — 2004
Bachelor's of science, economics/finance
Oak Park Elementary District 97 August 2001 - Present
Texas College June 1997 - August 1999
Wachovia Securities Financial Network July 1993 - April 1997
Skills
Teaching, Staff Development, PowerPoint, Microsoft Office, Social Media, Public Speaking, Non-profits, Business Analysis, Investment Banking, Tax Preparation, Retail Banking, Quicken, INTUIT, Higher Education, Budgets, Management, Time Management, Nonprofits, Leadership, Social Networking, Program Development, Community Outreach, Elementary Education, Research, Customer Service, Fundraising, Curriculum Development, Sales, Leadership Development, Microsoft Word
Education
Morris Brown College 1992 — 1995
Education/Business
Johnson Service Group, Inc October 2012 - Present
Wachovia Securities Financial Network January 2009 - August 2012
IBM Global Business Process Services November 2006 - August 2008
Skills
SDLC, Vendor Management, Business Analysis, Management, Consulting, Business Intelligence, Information Technology, Requirements Analysis, Oracle, Resource Management
Education
REC, Jalandhar 2002 — 2006
Bachelor's of Technology(B.Tech), Computer Engineering
Wachovia Securities Financial Network March 2006 - February 2009
Genworth Financial 2003 - 2006
Genworth Financial 2001 - 2003
Skills
Training & Awards: ..., Owned and managed a..., Experience with Office..., Speak fluent Urdu,...
Education
Virginia Commonwealth University 1998 — 2000
Bachelor's degree - certification, Management Information Systems, 4.0/4.0
Kansas State University
Master's degree, Economics, minor in Business, 4.0/4.0
Benchmark Realty, LLC 2011 - Present
Wachovia Securities Financial Network 1999 - 2004
Prudential Financial 1997 - 1999
Skills
Short Sales, Listings, First Time Home Buyers, Sellers, Buyer Representation
Education
Middle Tennessee State University
Bachelor of Business Administration (B.B.A.), Business Finance
Mary Kay Cosmetics 1990 - Present
Wachovia Securities Financial Network March 1997 - February 2009
Midwest foods March 1995 - May 1998
The Pet Clinic 1984 - 1989
Skills
Customer Service, Microsoft Office, Sales, Leadership, Entrepreneurship, Makeovers, Sales Management, Cosmetics, Skin Care, Glamour, Fashion, Selling, Microsoft Excel, Marketing, Small Business, Bridal Showers, Event Planning, Coaching, Retail, Team Building, Marketing Strategy, Social Networking, Fundraising, Social Media Marketing, Leadership Development, Training, Direct Sales, Event Management, Public Speaking, Time Management, Public Relations, Strategic Planning
Education
Omaha College of Health Careers 1983 — 1985
Veterinary Technician, Veterinary Medicine
Metropolitan Community College 1977 — 1978
Photography
Marian High School 1973 — 1977
college prep, College Prep
St Margaret Mary
Banca IMI August 2014 - Present
Hapoalim Securities USA August 2011 - January 2013
Morgan Stanley May 2006 - August 2011
Morgan Stanley March 2004 - May 2006
Wachovia Securities Financial Network July 2003 - March 2004
Prudential Financial May 2001 - July 2003
Skills
Fixed Income, Capital Markets, Emerging Markets, Bloomberg, Hedge Funds, Financial Markets, Financial Analysis, Alternative Investments, Private Equity, Microsoft Office, Negotiation, Management, Portfolio Management, Options, Risk Management, Trading, Derivatives, Credit Derivatives, Securities, Equity Derivatives, Electronic Trading, Investments, Bonds, Structured Products, FX Options, Interest Rate..., Trading Systems, Swaps, High Yield, Currency, Foreign Exchange, Proprietary Trading, Wealth Management, Series 7, FX trading, Bloomberg Terminal, Hedging, Selling, Sales, Rates
Education
Juniata College 1997 — 2001
Bachelor of Arts (BA), International Business, French and Marketing
IESEG Institut d'Economie scientifique et de Gestion 1999 — 2000
Major Financial Services Firm December 2014 - Present
Major Financial Services Firm July 2012 - December 2014
Banyan Partners, LLC September 2010 - October 2011
Oyster Consulting, LLC March 2010 - September 2010
Bonds.com, Inc. October 2008 - March 2010
1st Discount Brokerage November 2007 - October 2008
Davenport & Company, LLC June 2006 - November 2007
Anderson & Strudwick, Inc. March 2004 - June 2006
Wachovia Securities Financial Network June 2003 - February 2004
Wachovia Securities Inc. June 2000 - October 2002
Skills
FINRA, Mutual Funds, Equities, Investment Advisory, Series 24, Series 63, Asset Managment, Fixed Income, Wealth Management, Alternative Investments, OFAC, Series 65, Trading, Series 7, Continuing Education, Investments, Compliance, AML, Securities, Options, Investment Management, Asset Management, Uniform Combined State..., Financial Risk, Brokerage, Financial Markets, Bonds, Financial Services, Capital Markets, Wealth Management..., Asset Allocation, Bloomberg, Private Equity, Retirement Planning, Finance, Risk Management, ETFs, Financial Advisory, KYC, Securities Regulation, Investment Banking, Derivatives, Anti Money Laundering, Regulatory Requirements, Compliance Management
Education
Virginia Commonwealth University - School of Business 1997 — 2000
MBA, Business
Georgia State University 1983 — 1986
MS, Counseling
Georgia State University 1980 — 1983
BS, Psychology
Oak Ridge Financial 2004 - 2010
Wachovia Securities Financial Network 2003 - 2004
Prudential Securities 1996 - 2003
Ridley's Elm Creek Auto Service 1984 - 1996
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Equities, Strategic Financial..., Retirement, Portfolio Management, Asset Allocation, Trading, Bonds, Investment Strategies, Asset Management, Insurance, Investment Banking
Education
Minnesota State University, Mankato 2003 — 2004
Took classes, Certified Financial Planner
DEFY Media April 2015 - Present
DEFY Media June 2014 - April 2015
Nickelodeon February 2013 - July 2014
MTV Networks July 2011 - February 2013
Wells Fargo Advisors September 2009 - October 2010
Wachovia Securities Financial Network June 2008 - September 2009
UBS Wealth Management August 2003 - May 2008
Skills
Digital Media, User Experience, Entertainment, Social Media Marketing, Monetization, Social Media, Digital Marketing, Mobile Games, Online Advertising, Digital Strategy, Social Networking, Mobile Marketing, Facebook, Sales, Strategic Partnerships, Content Strategy
Education
Menlo College 2002 — 2006
Bachelors, Business
Latimer Wealth Management Group 2009 - Present
Merrill Lynch 2006 - 2009
Wachovia Securities Financial Network 1999 - 2006
Education
Longwood University 1987 — 1991
BA, Finance
Customized Mortgage Solutions 2005 - 2008
Globe Mortgage America 2004 - 2005
Wachovia Securities Financial Network 2003 - 2004
Fidelity Investments 2000 - 2003
Skills
Software Documentation, Mortgage Lending, Loans
Education
Berkeley College 1996 — 2008
A.S., Fashion Merchandising/Management
Montclair State University 1998 — 2000
B.S., Human Ecology/Fashion Studies
Independent @ Securities America 2005 - Present
AIG 1993 - 2005
Wachovia Securities Financial Network 1986 - 1989
Skills
Wealth Management
Education
ASU
BS, finance
Golden Gate University
MBA
Great Blue Real Estate Marketing Systems July 2012 - Present
Automotive industry October 2009 - May 2012
Wachovia Securities Financial Network March 2008 - December 2008
Education
Hofstra University
American Family Fitness February 2015 - Present
Networking Technologies and Support, Inc. May 2014 - Present
Fayad Law September 2011 - March 2012
Richmond Publishing February 2006 - June 2011
Wachovia Securities Financial Network September 1993 - February 2006
Skills
Customer Service, Human Resources, Lotus Notes, Accounts Payable, Accounts Receivable, Outlook, Customer Retention, Account Management, Cost Accounting, Microsoft Excel, Microsoft Office, Office Management, Sales Process, Windows 7, Team Building, Process Improvement
Education
John Tyler Community College 1990 — 1993
Associate's degree, Business Administration and Management, General
Keith Call Logging, LLC. December 1998 - Present
Wachovia Securities Financial Network April 2003 - April 2006
Lowe's Home Improvement May 1996 - April 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Data Entry, Budgets, Access, Time Management
Education
Lenoir-Rhyne College 1991 — 1993
Bachelor of Arts (B.A.), Middle School Education
Pfeiffer University 1989 — 1991
West Wilkes High School 1985 — 1989
Roundpoint Mortgage November 2014 - Present
Shutterfly Temp October 2013 - December 2013
Wachovia Securities Financial Network April 2008 - September 2008
Wachovia December 2007 - April 2008
Bank of America January 1999 - February 2005
Skills
Finance, Management, Banking, Relationship Management, Access, Financial Analysis, Financial Risk, Problem Solving, Financial Services, Portfolio Management
Education
Lees-McRae College 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General, 2.9
Lees-McRae College 1988 — 1992
Business Administration BS, Business Administration and Management, General
Wachovia Securities Financial Network January 1992 - March 2004
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Securities, Investments
Education
Crystal Lake Central High School
High School Diploma
McHenry County College
Regions Financial Corporation May 2006 - Present
Wachovia Securities Financial Network May 2002 - May 2006
Huntington National Bank September 1997 - 2002
Skills
Loans, Banking, Retail Banking, Commercial Banking, Credit, Consumer Lending, Small Business Lending, Series 63, Lines Of Credit, Relationship Management, Cross Selling, Branch Management, Investments, Refinance, Financial Services, Life Insurance, Strategic Financial..., Branch Banking, Deposits, Sales, Sales Management, Finance, Mortgage Banking, Customer Service, Loan Origination, Mutual Funds, Marketing, Account Management, Business Development, New Business Development, Customer Satisfaction, Fixed Annuities
Education
Loyola University New Orleans
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
University of Puerto Rico-Rio Piedras
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Line Drive Photography April 2010 - Present
Hilliard Lyons October 1998 - January 2001
Wachovia Securities Financial Network June 1994 - October 1998
Skills
Photography, Creativity, Custom Made, Customer Oriented, Small Business, Graphic Design, Portrait Photography, Photoshop, Highly Detailed, Customer Driven
Education
Jefferson Community College 1994 — 2000
Associate's degree, Businss
Doss High School 1990 — 1994
CIT May 2010 - Present
CIT March 2000 - May 2010
Wachovia Securities Financial Network March 1996 - March 2000
American Express/U February 1990 - November 1996
Skills
Financial Analysis, Credit, Portfolio Management, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Credit Risk, Finance, Financial Services, Process Improvement, Loans, Relationship Management, Risk Management
Education
Morgan State University
Strategic Financial Consulting Services September 2006 - Present
Morgan Stanley Investment Management March 2004 - July 2006
Wachovia Securities Financial Network January 2001 - March 2004
Skills
Office Administration, Compliance, Thompson One
Education
Illinois Central College
Limestone Community High School
Limestone Community High School
Limestone Community High School
Wells Fargo Advisors 2008 - Present
Wachovia Securities Financial Network October 2000 - June 2008
Skills
Marketing Communications, Digital Marketing, Web Design, Web Development, Web Analytics, Graphic Design, Idea Generation, Branding & Identity, Google Analytics, Leadership, Technical Training, Web Content Management, User Experience, Advertising, Copywriting
Education
Webster University 2007 — 2009
Master of Arts (M.A.), Advertising and Marketing Communications
Harris-Stowe State University
Bachelor of Science (B.S.), Business Administration
Austin Independent School District July 2012 - Present
Wachovia Securities Financial Network June 2005 - July 2009
Bank of America July 2002 - June 2005
Education
Huston-Tillotson University 2012 — 2013
Education
Lamar University 1995 — 2000
Bachelor of Business Administration (BBA), Finance, General
Trine University January 2013 - Present
Indiana University - Purdue University Fort Wayne (IPFW) January 2012 - Present
East Allen County Schools October 2003 - Present
Indiana Air National Guard January 2000 - April 2003
Wachovia Securities Financial Network 2001 - 2003
Norwell community schools 1997 - 2000
Diocese of Fort Wayne South Bend 1994 - 1997
United States Air Force 1989 - 1992
Skills
Curriculum Development, Teaching, Curriculum Design, Educational Technology, K-12, Classroom, Instructional Technology, Lesson Planning, Tutoring, Staff Development, Instructional Design, Educational Leadership, Higher Education, Classroom Management, Distance Learning
Education
Indiana University-Purdue University Fort Wayne (IPFW) 1994 — 2000
Master of Science (MS), Secondary School Administration/Principalship
Miami University 1984 — 1988
Bachelor of Science (BS), Education
Wells Fargo May 2013 - November 2013
Bank of America May 2011 - April 2013
Wells Fargo May 2010 - May 2011
Wachovia Securities Financial Network September 2009 - April 2010
Bank of America September 2008 - November 2008
Wachovia Securities Financial Network May 2007 - June 2008
Wachovia Securities Financial Network October 2005 - May 2007
Queen Associates Inc. January 2004 - May 2005
The Visiting Nurse Service of New York July 2002 - July 2003
Skills
Project Management, Leadership, Budgets, Strategic Planning, Client/Vendor..., Team..., Documentation, Executive Reporting, Problem Solving, Microsoft Office, Microsft Project, SharePoint, HTML, Network Engineering, Network Administration, Data Center, VMware, Red Hat Linux, Windows, Enterprise Architecture, Change Management, Training, Process Improvement, Software Documentation
Education
Mercy College 1988 — 1992
Bachelor's of Computer Science
Wells Fargo February 2010 - Present
Wachovia Securities Financial Network January 2006 - February 2010
Skills
Fraud, Risk Management, Mortgage Lending, Employee Training, Quality Assurance, Project Management, GLOBAL SANCTIONS, INTERNATIONAL RISK...
Education
Kaplan University 2008 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
University of North Carolina at Charlotte 2005 — 2008
Bachelor's Degree, Psychology
Winthrop University January 2013 - Present
Virginia Commonwealth University August 2006 - May 2012
Wachovia Securities Financial Network August 2004 - August 2006
Columbia University in the City of New York June 2001 - July 2004
Skills
On-boarding, sourc, I-9 Compliance, Background Checks
Education
Metropolitan College of New York - School of Business
Bachelor's degree, Business Administration, Management and Operations