Wachovia Trust
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Wachovia Trust Employees
Bryn Mawr Trust May 2015 - Present
The Bryn Mawr Trust Company November 2013 - April 2015
The Bryn Mawr Trust Company May 2012 - November 2013
Wells Fargo Private Bank November 2009 - December 2010
Wachovia Trust March 2004 - October 2009
Wachovia Wealth Management Marketing November 2002 - April 2003
Wachovia Securities January 2000 - April 2003
First Union Capital Markets Global Banking Operations July 1998 - July 1999
CoreStates Bank NA July 1995 - July 1998
CoreStates Bank N.A. May 1994 - July 1995
Skills
Microsoft Office, Word, Excel, PowerPoint, Supervisory Skills, Wealth Management, Trust Services, Administration, Asset Management, Banking, Securities, Portfolio Management, Investments, Customer Relations, Private Banking, Capital Markets, Investment Banking, Compliance, Corporate Finance, Customer Service, Reconciliation, Client Services, Operations, Data Entry, Cashiering, Sales Support, Administrative Support, Reverse Logistics, Logistics, Office Relocation, Elder Care, Community Outreach, Community Relations, Community Organizing, Office Administration, General Office Duties, Filing, Phone Skills, Client Retention, Retail Management, Customer Retention, Credit, Financial Services, Microsoft Excel, Relationship Management, Mortgage Lending, Microsoft Word, Administrative..., Office Management, Loans
Education
Pierce College, 1996 — 1998
Associates Degree, Business
First University
Managerial
Community College of Philadelphia 1995 — 1996
Associate of Science (A.S.), Microsoft Windows/Office
St. Maria Goretti 1976 — 1980
High School, General
Wells Fargo 2010 - Present
Wachovia Trust January 2006 - Present
Bank of America Private Bank May 2002 - January 2006
Northern Trust Bank of Florida March 1985 - May 2002
Skills
Trusts, Wealth Management, Due Diligence, Risk Management, Wealth Management..., Securities, Asset Management, Investments, Asset Allocation, Mutual Funds, High Net Worth..., Fixed Income, Portfolio Management, Private Banking, Financial Planning, Banking
Education
Canon Financial Institute 1996 — 1999
CTFA, Trusts and Estates
Barry University - Dwayne O. Andreas School of Law 1991 — 1994
Miami Dade College 1980 — 1982
High Point Bank Trust and Investment Services June 2004 - Present
BB&T 1999 - 2004
Wachovia Trust July 1998 - 1999
Norwest Bank 1994 - 1998
Skills
Trusts, Manage Client..., Wealth Management, Business Planning, Financial Advisory, Estate Planning, Leadership, Investment Management, Estate Administration, Strategic Financial..., High Net Worth..., Retirement Planning, Small Business, Financial Planning, Risk Management
Education
Drake University Law School 1990 — 1993
Doctor of Law (J.D.), Law
Mount Mercy College 1986 — 1990
Bachelor of Science (BS), Criminal Justice, Political Science, Sociology
Valuations And Consulting January 2008 - Present
Wachovia Bank 2001 - 2008
Wachovia 1970 - 2008
Wachovia Wealth Management 2001 - 2007
Wachovia Trust 1997 - 2001
Wachovia 1992 - 2000
Wachovia Bank and Trust Company, NA March 1970 - January 1992
Skills
Wealth Management, Investments, Portfolio Management, Valuation, Business Valuation, Asset Allocation, Estate Planning, Asset Management, Equities, Investment Advisory, Financial Analysis, Investment Management
Education
Salem College
BA
University of North Carolina at Greensboro
MBA
Union Bank June 2015 - Present
Morgan Stanley Smith Barney July 2010 - May 2015
Wachovia Trust January 2008 - May 2009
Morgan Stanley 2002 - 2008
citigroup 1999 - 2002
Skills
Trust Services, Asset Allocation, Private Banking, Strategic Financial..., Investment Management, Series 7, Banking, Series 63, Relationship Management, Portfolio Management, Wealth Management..., Investments, Investment Advisory, Securities, Mutual Funds, Retirement Planning, Alternative Investments, Asset Management, Investment Strategies, Uniform Combined State..., Financial Advisory, Estate Planning
Education
Pacific Lutheran Theological Seminary 2007 — 2012
Masters, Religion
California State University-Northridge
BA, Economics
RGA Reinsurance Co. September 2010 - Present
Reinsurance Group of America 2008 - September 2010
Wachovia Trust 2007 - 2008
Wachovia/A.G. Edwards Trust Company 1998 - 2008
A.G. Edwards Trust Company 1998 - 2008
A.G. Edwards & Sons, Inc. 1991 - 1997
Edward Jones 1985 - 1991
Skills
Portfolio Management, Financial Modeling, Investment Strategies, Investments, Valuation, Asset Management, Equities, Mutual Funds, Fixed Income, Bonds, Alternative Investments, Wealth Management, Securities, Bloomberg, Financial Analysis, Asset Allocation
Education
Saint Louis University
Master of Finance, Finance, General
Wells Fargo May 1995 - Present
Wachovia a Wells Fargo Company 1995 - Present
Wachovia Trust 1995 - Present
Skills
Banking, Investments, Strategic Planning, Charitable Trusts, Portfolio Management, Wealth Management, Philanthropy, Retirement Planning, High Net Worth..., Charities, Retirement, Investment Advisory, Wealth Management..., Investment Strategies, Wealth, Trust Services, Series 7
Education
CFA Institute
CFA
Susquehanna University
Bachelor of Science (B.S.) - Economics, Finance
Penn Mutual 2014 - Present
Wachovia Insurance Services December 2006 - February 2010
Wachovia Trust March 2004 - December 2006
Wachovia Insurance Services August 1998 - March 2004
Penn Mutual Life Insurance Co April 1988 - August 1998
Education
Shippensburg University of Pennsylvania 1984 — 1987
Psychology
Bucks County Community College 1981 — 1983
Liberal Arts
Raymond James Trust, NA January 2013 - Present
Wells Fargo 2010 - 2012
Wachovia Trust 2005 - 2010
Bank of America 2001 - 2005
Fisher & Sauls, PA 1994 - 2001
Skills
Estate Planning, Elder Law, Fiduciary Management, Trusts, Wills, Estate Administration, Asset Protection, High Net Worth..., Wealth Management, Trust Services, Wealth Management..., Estate Law, Financial Advisory, Fiduciary, Retirement Planning, Wealth, Risk Management, Investment Advisory, Asset Allocation, Securities, Series 7, Investment Management, Financial Planners, Investments, Retirement
Education
Stetson University College of Law 1991 — 1993
JD
Stetson University 1986 — 1990
BA, Pyschology/Business
Lea's Artwork October 2011 - Present
Wells Fargo January 2010 - August 2011
Wachovia Trust July 2006 - December 2010
Wachovia Institutional Trust Services September 2004 - March 2006
Wachovia, A Wells Fargo Company April 1999 - September 2004
Wachovia Bank, N.A. January 1999 - April 1999
Wachovia Bank, N.A. January 1997 - January 1999
Wachovia Bank, N.A. March 1995 - January 1997
Wachovia Bank, N.A. July 1993 - March 1995
Skills
Spreadsheets, Access, Hiring, Compliance, Customer Service, Oil Painting, Acrylic Painting, Mixed Media, Photography, Learning and Development, Microsoft Excel, Microsoft Word, Adobe Creative Suite, Pastel, Sketching, Color Renderings, Trust Services, Project Coordination, Event Planning, Recruiting, Banking, Art, Fine Art, Teaching, Public Speaking, Research, Painting, Drawing, Editing, Blogging, Advertising, Creative Writing, Management, Staff Development, Process Improvement, Coaching, Project Management, Team Leadership, Leadership, Strategic Planning, Digital Photography, Business Analysis, Vendor Management, Training, Graphic Design, Performance Management, Illustration, Photoshop, Social Networking, Web Design
Education
ASTD 2009 — 2009
Certificate, Human Performance Improvement
ASTD 2003 — 2003
Certificate, Corporate Learning and Development
University of North Carolina at Greensboro 2000 — 2000
Certificate in the Progam for Management development, Bryan School of Business: Program for Management Development
High Point University 1990 — 1992
BS, Accounting, 3.82
University of North Carolina at Greensboro 1980 — 1982
English; Political Science; International Studies, 3.24
Ledford Senior High School 1977 — 1980
High School Diploma
Tellus Healthcare April 2013 - Present
Iron Bridge Tools 2008 - 2010
Cross Country Healthcare 2007 - 2007
Wachovia Trust 2005 - 2006
Nurse-on-Call of South Florida, Inc. 2003 - 2004
Mahoney Cohen Family Office Services 2001 - 2003
Sun-Sentinel 1996 - 2001
Carl's Furniture 1994 - 1996
Arvida 1993 - 1994
KPMG Peat Marwick 1990 - 1993
Skills
Accounting, Finance, Auditing, Financial Reporting, Management, Customer Service
Education
Nova Southeastern University
M.S., Management Information Systems
University of Florida
M.S., Accounting
University of Florida
B.S., Accounting
St. Thomas Aquinas