Wachovia, Wells Fargo
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Wachovia, Wells Fargo Employees
First Citizens Bank January 2015 - Present
First Citizens Bank January 2012 - December 2014
Wells Fargo August 2009 - January 2012
Wachovia/ Wells Fargo August 2007 - August 2009
Wachovia June 2006 - August 2007
Skills
Loans, Banking, Private Banking, Management, Small Business Lending, Commercial Lending, Cash Management, Investments, Insurance, Portfolio Management, Wealth Management, Leadership, Retail Banking, Business Development, Credit
Education
Auburn University, College of Business 2001 — 2005
Bachelor of Science in Business Administration, Finance
UGA - Terry College of Business 2013 — 2014
Executive Program for Certified Financial Planning
Marist High School 1995 — 2001
ScanSource September 2013 - Present
CBBGA September 2010 - September 2013
Wachovia, Wells Fargo July 2009 - September 2010
Skills
Finance, Personal Banking, Personal Finance, Consumer Lending, Small Business Lending, Real Estate, Strategic Financial..., Portfolio Management, Financial Analysis, Investments, Financial Modeling, Treasury Management, Risk Management, Mortgage Lending, Small Business, Insurance, Commercial Lending, Credit Analysis, Loans, Commercial Banking, Sales, New Business Development
Education
Clemson University
Wells Fargo October 2013 - Present
Wachovia Wells Fargo June 2005 - November 2013
Citizens Bank, RBS June 1999 - June 2005
Skills
Loans, Student Loans, Strategic Planning, Financial Literacy..., Relationship Management, Event Planning, Client Rapport, Higher Education, Staff Development, New Business Development, Consultative Selling..., Customer Service, Public Speaking, Team Building, Sales, Salesforce.com, Training, Student Financial Aid, Enrollment Management, Leadership, Student Affairs, Marketing, Budgets, Community Outreach, Time Management, Social Media, Banking, Business Development, Financial Services, Customer Retention, Credit, Strategic Partnerships, Innovation, Corporate Communications, Marketing Communications, Presentations, Product Development, Leadership Development, Proposal Writing, Coaching, Editing, Data Analysis, Management, Strategy
Education
Wells Fargo Professional Development 2013 — 2015
Education Finance & Treasury Management
The University of Connecticut 1989 — 1993
Bachelor of Arts, Marketing Communications
SunTrust Bank March 2006 - April 2012
Sales&MarketingServiceBank Management and Lending 1984 - 2012
Wachovia (Wells Fargo) October 1999 - March 2005
Wachovia Bank (Wells Fargo) March 1974 - October 1999
Skills
Branch Management, Mortgage Lending, Banking, Loan Origination, Cross Selling, Home Equity Loans, Sales, Presentations, Marketing, Networking, Community Service, Coaching, Trusting Relationships, Building Relationships, New Business Development, Motivated self-starter, Skilled Communicator, Professional Experience, Service Delivery, Mentoring, Commercial Lending, Lines Of Credit, Commercial Banking, Finance, Credit, Retail Banking, Leadership
Education
Graduate South Carolina Bankers School 1991 — 1993
Banking Management, Banking
Clemson University
Square 1 Bank January 2014 - Present
Square 1 Bank August 2010 - December 2013
Wachovia - Wells Fargo August 2003 - February 2010
Wachovia Bank June 1993 - July 2003
Skills
Compensation & Benefits..., Employee Relations, Strategic Planning, HR Metrics, Retention Strategies, Key Performance..., Performance Metrics, Employee Engagement, Incentive Programs, Performance Measurement, Budget Process, Reporting & Analysis, Employee Training, Change Management, Due Diligence, Mergers & Acquisitions, Finance
Education
The College of William and Mary 1991 — 1993
Master of Business Administration (MBA), Management Information Systems
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor's degree, Health Policy and Administration
VyStar Credit Union July 2014 - Present
Dreams Come True of Jacksonville March 2014 - Present
JPMorgan Chase June 2011 - May 2013
Synovus Bank of Jacksonville 2005 - 2011
Wachovia - Wells Fargo 2000 - 2005
Skills
Retail Banking, Exceeding Customer..., Recruiting and..., Leadership, management..., Sales, Employee Training, Human Resources, Team Management, Business Development, Training, Recruiting, Coaching, Customer Service, Financial Services, Finance, Process Improvement, Leadership, Loans, Management, Banking, Credit, Mortgage Lending
Education
Randolph-Macon College 1982 — 1987
Bachelor of Arts (B.A.), Business and Economics
Handley High School, Winchester, VA
Allstate Financial Services, LLC April 2014 - Present
Allstate Financial Services, LLC September 2013 - March 2014
Migration Project Wells\Dell November 2012 - June 2013
PGA TOUR August 2012 - November 2012
Bank of America September 2011 - March 2012
Bank of America 2011 - 2012
Interlinebrands October 2010 - April 2011
Wachovia/ Wells Fargo February 2010 - October 2010
Afni February 2009 - September 2009
Time Warner Cable January 2007 - October 2007
Skills
Vendor Management, Disaster Recovery, SDLC, SharePoint, Visio, Active Directory, Risk Management, Technical Support, Troubleshooting, ITIL, Call Centers, Customer Service, Hardware, Help Desk Support, Microsoft Office, Networking, Operating Systems, Software Documentation, Technical Recruiting, Windows 7
Education
Northwest Vista College 2005 — 2005
Associate’s degree, computer science
Victorville High School
Computer Science
SunTrust Private Wealth June 2013 - Present
HSBC June 2008 - June 2013
Wachovia Wells Fargo February 2000 - June 2008
Skills
Private Banking, High Net Worth..., Business Development, International Relations, Asset Based Lending, Wealth Management
Education
Florida International University 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Unibase Healthcare Solutions April 2012 - Present
Wachovia-Wells Fargo September 2000 - March 2004
Wachovia Operational Services September 1996 - August 2000
Skills
Project Management, Process Improvement, Team Building, Management, Change Management, Finance, Banking, Customer Experience, Team Leadership, Healthcare Information..., Leadership, Forecasting, Strategic Planning, Strategy, Salesforce.com..., Revenue Cycle, Bank Mergers, Budget Process, Strategic Communications, Personnel Management, Corporate Communications, Commercial Banking, Mergers & Acquisitions, Business Strategy, Business Development, Corporate Finance, Competitive Analysis, Due Diligence, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Marketing Strategy, Microsoft Word, Analysis, Cross-functional Team..., Start-ups, Product Management, Operations Management, Business Analysis, EHR, HIPAA, Practice Management, Marketing, Training, Budgets, SaaS, Sales
Education
Appalachian State University
Bachelor of Science (B.S.), Communications, Business Minor
University of North Carolina at Charlotte 2002 — 2003
Santander Sovereign Bank November 2009 - Present
Wachovia Wells Fargo March 2004 - October 2009
Skills
Loans, Consumer Lending, Small Business Lending, Retail Banking, Commercial Banking, Banking, Credit, Commercial Lending, Credit Analysis, Loan Origination, Cross Selling, Branch Management, Lines Of Credit, Branch Banking, Credit Risk, Cash Management, Relationship Management, Deposits, Credit Cards, Financial Analysis, Internet Banking, AML, Home Equity Loans, Core Banking, Bank Secrecy Act, Coaching, Sales, Team Building
Education
Chabot College
NY Institute of Finance
BB&T February 2015 - Present
BB&T July 2014 - February 2015
BB&T May 2011 - June 2014
TD Bank November 2009 - May 2011
Wachovia-Wells Fargo August 2008 - October 2009
Alabama Productivity Center 2004 - 2007
Skills
Statistical Modeling, Analysis, SAS, Credit Risk, SAS programming, Data Mining, Statistics, Risk Management, Data Analysis, Analytics, Financial Risk, Predictive Modeling, Quantitative Analytics, Time Series Analysis, Research, Predictive Analytics, Economics, Logistic Regression, Quantitative Finance, Business Analytics, VBA, Stata, Financial Modeling, Econometrics, R, Econometric Modeling, Monte Carlo Simulation, Eviews, Market Risk, SPSS, Portfolio Management, Risk Analysis, Risk Analytics, Credit Analysis, Credit Scoring, Segmentation, SAS Programming
Education
University of Alabama 2003 — 2007
Ph.D.
First Republic Bank January 2013 - Present
Sabadell Bank & Trust June 2010 - January 2013
Wachovia, Wells Fargo July 2007 - March 2010
Fifth Third Bank April 2005 - June 2007
Skills
Wealth Management, Loans, Investments, Mortgage Lending, Banking, Private Banking, Credit, Investment Strategies, Portfolio Management, Retail Banking, Series 7, Commercial Banking, Credit Analysis, Series 63, Alternative Investments, Securities, Retirement Planning, Cross Selling, Business Development, Financial Services
Education
Miami University 2000 — 2004
BS, psychology
University Liggett School 1990 — 2000
PNC Wealth Management September 2013 - Present
PNC Bank September 2009 - September 2013
Wachovia- Wells Fargo November 2008 - September 2009
Washington Mutual - JP Morgan Chase February 2004 - October 2008
Skills
Banking, Credit, Loans, Credit Analysis, Small Business Lending, Retail Banking, Relationship Management, Consumer Lending, Financial Services, Wealth Management, Risk Management, Mortgage Lending, Cross Selling, Cash Management, Sales, Credit Cards, Strategic Financial..., Retirement Planning, Portfolio Management, Investments, Leadership
Education
Georgetown University 2014 — 2015
Executive Certificate, Financial Planning
AMA University 2000 — 2002
Bachelor of Science (B.S.), Computer Science
University of the City of Manila (PLM) 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Independent July 2014 - August 2015
Phoenix-Hecht March 2013 - June 2014
The Clearing House February 2008 - March 2013
Wachovia (Wells Fargo) January 1998 - January 2008
Barnett Bank (Bank of America) January 1997 - January 1998
First Union (Wells Fargo) January 1990 - January 1997
Skills
Payments, Electronic Payments, Financial Services, ACH, Banking, E-commerce, Payment Systems, Product Development, Strategy, Product Management, Mobile Payments, Payment Card Processing, Process Improvement, Executive Management, Risk Management, Merchant Services, Treasury Management, Commercial Banking, Debit Cards, New Product..., Team Leadership, Relationship Management, Strategic Partnerships
Education
Florida State University - College of Business
Bachelors of Science, Finance
Morgan Stanley Smith Barney April 2010 - Present
Wachovia Wells Fargo March 2009 - April 2010
Lehman Brothers May 2005 - October 2008
Grubb & Ellis August 2002 - May 2005
Indigo Engine June 1999 - June 2002
Skills
Private Banking, Commercial Banking, Residential Mortgages, Real Estate Finance, Securities Based Lending, Commercial Real Estate, Investment Real Estate, Relationship Management, Securities Lending
Education
State University of New York at Albany
Bachelor of Arts (BA)
Université de Neuchâtel
Université Laval
Bank of America April 2012 - Present
Wachovia, Wells Fargo June 2009 - September 2010
Suburban Hispanic Media February 2008 - September 2009
Mont-Sant Hotel Restaurant March 2007 - July 2007
US Department of Health & Human Services July 2006 - March 2007
Skills
Marketing, Customer Service, Finance, International Relations, Consumer Lending, Small Business Lending, Retail Banking, Banking, Credit, Loans, Social Networking, Business Development, Editing, Event Management, Microsoft Office, Spanish
Education
University of Maryland University College 2015 — 2017
Master's Degree, Accounting and Information Systems
Diplomatic School of Madrid 2010 — 2011
Master, Diplomacy and International Relations
University of Maryland College Park 2007 — 2009
Bachelor of Science, Business/Marketing
Montgomery College 2003 — 2007
Associates, Business Administration
Floridian Bank September 2014 - July 2015
Seacoast National Bank January 2011 - September 2014
Accelerate. Moving You Forward, Faster! January 2011 - September 2014
Wachovia - Wells Fargo January 2009 - January 2011
RBC Bank October 2005 - December 2008
AmSouth Bank 2003 - 2007
Skills
Credit Analysis, Commercial Banking, Wealth Management, Commercial Lending, Branch Management, Cash Management, Customer Service, Credit, Banking, Mortgage Lending, Financial Analysis, Portfolio Management, Business Strategy, Asset Based Lending, Sales, Retail Banking, Small Business Lending, Finance, Risk Management, Loans, Commercial Mortgages, Consumer Lending, Lines Of Credit
Education
Webster University 2003 — 2008
M.B.A., Business Administration
University of Central Florida 1998 — 2001
B.S. Finance, Business - Finance
World Fuel Services September 2015 - Present
Ryder System, Inc. February 2014 - Present
Redbox November 2012 - February 2014
Redbox July 2011 - November 2012
University of Chicago Booth School of Business August 2009 - July 2011
Eli Lilly and Company June 2010 - August 2010
Wachovia, A Wells Fargo Company June 2008 - July 2009
Wachovia Wells Fargo June 2006 - August 2008
Franklin Templeton Investments October 2005 - June 2006
Franklin Templeton Investments September 2005 - June 2006
Skills
SAS, SQL, Portfolio Management, Strategy, Cross-functional Team..., Risk Management, Financial Risk, Corporate Finance, Valuation, Analysis, Forecasting, Tableau, Finance, Sales Analysis, Analytics, Retail Sales Analysis, APT, Financial Modeling, Financial Analysis, Leadership, Management
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Finance, Strategic Management
University of Chicago 2009 — 2011
MBA, Finance
Florida Atlantic University 2001 — 2005
Bachelor, Business Administration; Finance
Wells Fargo March 2010 - Present
Wachovia/ Wells Fargo September 2007 - March 2010
JPMorgan Chase October 2002 - September 2007
WorldCom/ UUNET/ CompuServe Network Services January 1997 - September 2002
Skills
Program Management, Vendor Management, Project Portfolio..., Integration, PMP, Change Management, Data Center, Enterprise Software, Leadership, Management, PMO, Project Management, Risk Management, Team Management, Mergers & Acquisitions, Networking, Portfolio Management
Education
Thunderbird School of Global Management 1992 — 1994
MBA
University of Arizona, James E. Rogers College of Law 1988 — 1990
JD, International, Business Law
Wesleyan University 1984 — 1988
BA, Economics
Madonna University June 2015 - Present
HAVEN 2014 - 2015
TD 2011 - 2013
Office of Inspector General, USG 2009 - 2011
Wachovia (Wells Fargo) 2004 - 2009
FBI 1998 - 2004
Child Support Services of Tennessee 1996 - 1998
Skills
Education, Investigation, Crisis Management, Legal Advisory, Fraud, Law Enforcement, Program Management, Policy, Anti Money Laundering
Education
The University of Memphis—Cecil C. Humphreys School of Law
Juris Doctor (J.D.)
University of Tennessee at Martin
Bachelor's Degree, Criminal Justice and Corrections
STATE FARM INSURANCE AND FINANCIAL SERVICES September 2015 - Present
BB&T September 2014 - September 2015
USAA March 2010 - September 2014
Wachovia/ Wells Fargo March 2007 - March 2010
Skills
Investment Banking, Mortgage Lending, Commercial Banking, Banking, Microsoft Office, Money Management, Financial Analysis, Finance, Financial Risk, Cross-functional Team..., Profit, Coaching, Account Management, Cost Benefit, Relationship Management, Building Relationships, Communication Skills, Retirement Planning, Portfolio Management, Mutual Funds, Series 7, Financial Services
Education
Our Lady of the Lake University 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance, 3.2
Our Lady of the Lake University 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General, 3.2
Texas State University-San Marcos 2003 — 2005
Bachelor's degree, Criminal Justice/Law Enforcement Administration, 2.7
Edward Jones November 2013 - Present
Wachovia/ Wells Fargo June 2004 - January 2012
Bell Signs, Inc May 2002 - March 2004
Skills
Customer Service, Retail Banking, Relationship Management, Sales, Risk Management, Investments
Education
University of Florida 1996 — 1998
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Barbara Israel Garden Antiques February 2014 - Present
The Pet Matchmaker February 2012 - Present
Winter Antiques Show November 2013 - April 2014
VALIC September 2011 - February 2013
Wachovia/ Wells Fargo May 2003 - August 2011
Skills
Advertising, Marketing, Social Media Marketing, Marketing Communications, Email Marketing, Creative Direction, Leadership, Blogging, Event Management, Social Networking
Education
University of New Brunswick
NJ Discover TV Show December 2014 - Present
Park East Financial January 2011 - November 2012
Wachovia/ Wells Fargo January 1993 - January 2004
Skills
Mortgage Banking, Banking, Business Development, Commercial Real Estate
Education
Johnson and Wales University 1983 — 1985
Bachelor's degree, Business Management/Culinary Arts
Walmart Inc Global ECommerce SamsClub Division September 2012 - September 2014
Wells Fargo and TIAA CREF November 2011 - August 2012
Ally Bank November 2009 - November 2011
Wachovia (Wells Fargo) February 2005 - December 2009
Consultant Marketing September 2002 - February 2005
Newell Rubbermaid December 2003 - June 2004
CP&W April 2001 - September 2002
Anderson Communications January 2000 - April 2001
Henderson Advertising January 1999 - December 1999
Price McNabb January 1996 - June 1997
Skills
E-commerce, Integrated Marketing, Content Strategy, User Experience, Content Management, Strategy, Digital Marketing, Online Marketing, Marketing Communications, SEO, Online Advertising, Creative Direction, Team Leadership, Cross-functional Team..., Social Media, Copywriting, Leadership, Marketing Strategy, Management, Brand Development, Information Architecture, Email Marketing, Sales Presentations, Mobile Marketing, Team Building, Virtual Teams, Brand Management, Direct Mail, Web Analytics, Marketing, Content Architecture, Online User Experience, Editorial Planning, Brand Communication, Project Coordination, Mobile Applications, Taxonomy, Usability, Content Development, Budgets, Mobile Devices, Budget Management, Digital Strategy, Multi-channel Marketing, Content Migration, Multilingual..., Transcreation and...
Education
University of Missouri-Columbia 1985 — 1991
Journalism, Magazine
Incarnate Word Academy
Dale Carnegie High Impact Powerful Presentations 2014 — 2014
NA
Project Management 2014 — 2014
Nature of Strategic Thinking 2013 — 2013
Situational Leadership II 2009 — 2009
TIAA-CREF September 2014 - Present
Wachovia (Wells Fargo) 2009 - Present
TIAA-CREF June 2008 - Present
Bank of America March 2012 - February 2014
LendingTree 2004 - 2008
Education
The University of Memphis 1997 — 2001
Nationstar Mortgage May 2011 - Present
Dale Carnegie Training 1995 - Present
Morgan Stanley - U.S. Residential Mortgage - Saxon August 2007 - May 2011
CIGNA Healthcare - Greatwest July 2006 - August 2007
Lehman Brothers - Aurora Loan Services July 2003 - June 2006
Prism Group May 2003 - July 2003
Colonial Bank - Colonial Bancgroup January 2002 - May 2003
Wachovia (Wells Fargo) January 1998 - December 2001
UnitedHealth Group May 1996 - January 1998
BBVA Compass Bank November 1994 - May 1996
Skills
Training, Leadership, Leadership Development, Instructional Design, Training Delivery, Team Building, Performance Improvement, Staff Development, Team Leadership, Organizational..., Process Improvement, Workshop Facilitation, Coaching, Executive Coaching, Instructor-led Training, Employee Training, Performance Management, Needs Analysis, Change Management, Performance Consulting, Succession Planning, E-Learning, Learning Management, Organizational..., Talent Management, Strategic Leadership, Presentation Coaching, Distance Learning, Technical Writing, Blended Learning, Employee Engagement, Situational Leadership, Key Metrics, Return on Investment, Career Development, Mentoring, Leading Change, Executive Development, Management Development, Emergency Services, Emergency Management
Education
Southern Illinois University, Carbondale 1991 — 1992
B.S. Vocational Education, Corp. Education, Training, and Development
Community College of the Air Force 1984 — 1991
A.A.S., Instructional Technology
Bank of America June 2010 - Present
Bank of America 2010 - 2012
Wachovia 2007 - June 2010
Wachovia /Wells Fargo 2007 - 2010
Genworth Financial 2004 - 2007
Bank of America 1996 - 2004
Education
University of North Carolina at Charlotte 1990 — 1994
BS, Accounting
University of North Carolina at Charlotte - Belk College of Business 1990 — 1994
DeVry Education Group November 2008 - Present
Brooks Consulting January 2008 - Present
Wachovia (Wells Fargo) September 2005 - November 2008
Skills
PeopleSoft, Accounting, Accounts Payable, Accounts Receivable, Finance, Outlook, Financial Analysis, Account Reconciliation, General Ledger, Insurance, QuickBooks, GAAP, Analysis, Management, PowerPoint, Customer Service, Training, Human Resources, Payroll, Process Improvement, Financial Statements, Invoicing, Leadership, Tax, Budgets, Customer Satisfaction, Auditing, Banking, Variance Analysis, Employee Benefits, Internal Controls, Financial Reporting, Access, Financial Accounting, Cash Management, Sarbanes-Oxley Act, Microsoft Office, Time Management, Microsoft Word, Team Building, Strategic Planning, Consulting, Coaching, Microsoft Excel, Strategy, Team Leadership
Education
Keller Graduate School of Management of DeVry University
MBA, Management
DeVry University
Bachelors of Science, Accounting
General Information Services October 2012 - Present
backgroundchecks.com June 2011 - October 2012
BackgroundChecks.com April 2010 - May 2011
Wachovia - Wells Fargo September 2009 - March 2010
General Information Services May 2007 - March 2009
Skills
.NET, C#, Web Development, Software Development, VB.NET, Microsoft SQL Server, Web Applications, ASP, Visual Basic, SQL, Business Analysis, Databases, Agile Methodologies, ASP.NET, XML, HTML, ADO.NET, Database Design, IIS, JavaScript, LINQ, MVC, OOP, Object Oriented Design, Programming, SDLC, ASP.NET MVC, Scrum, Software Documentation, T-SQL, WCF, Web Services, jQuery
Education
University of California, Berkeley, Haas School of Business 1985 — 1987
MBA, Business - IT
United States Air Force Academy 1966 — 1970
BS, Computer Science, Orbital Mechanics, Math
Women's Society of Cyberjutsu June 2013 - Present
PRIDE Winston-Salem October 2012 - Present
Listen, Act, Perform January 2012 - Present
TrainAce May 2013 - May 2013
TrainAce April 2013 - May 2013
Raleigh Information Systems Security Association (ISSA) Chapter April 2012 - April 2013
Equality Winston-Salem May 2011 - April 2013
Forsyth Technical Community College September 2008 - December 2011
ITT Technical Institute July 2008 - September 2008
Wachovia (Wells Fargo) August 2007 - February 2008
Skills
PMP, CISSP, A+, GCIH, Network Security, EMCISA, Security, Information Security, CISA, CCNA, Risk Assessment, Operating Systems, Security Audits, IT Audit, Information Security..., Networking, Network Design, Troubleshooting, Telecommunications, Computer Security, Cloud Computing, Routers, Project Management, Linux, DNS, Cisco Technologies, Penetration Testing, Switches, Technical Support, Software Documentation, Servers, Windows XP
Education
Capella University 2003 — 2007
Master of Science (MSc), Network Architecture and Design
Capella University 2004 — 2006
Graduate Certificate, Information Security
University of New Orleans
Bachelor of Arts (B.A.), English Language and Literature/Letters
Datalink February 2010 - Present
Wachovia-Wells Fargo 2008 - August 2009
Wachovia Securities (formerly A. G. Edwards & Sons) 2006 - January 2008
A.G. Edwards January 2001 - December 2006
Education
University of Missouri-Saint Louis
NGA Human Resources January 2015 - Present
Wilkinson and Associates LLC August 2013 - December 2014
Homeward Residential, Inc. March 2010 - August 2013
Wilkinson and Associates, LLC January 2008 - February 2010
Wachovia (Wells Fargo) January 2000 - December 2007
Skills
Change Management, Instructional Design, Facilitators, Business Process..., Organizational..., Performance Management, Project Management, Partnership-building, Leadership, Outsourcing, Insourcing, Organizational..., Employee Relations, Succession Planning, Talent Management, Employee Engagement
Education
SHRM 2006 — 2006
SPHR & SHRM-SCP, Senior Professional in Human Resources
Northwestern University
Master of Education (M.Ed.), Learning Sciences
University of North Carolina at Charlotte
Organizational Development, Certificate in Organizational Development
Brenau University
Bachelor of Business Administration (BBA), Business Administration and Management, General
TIAA-Cref Trust Company, FSB (Federal Savings Bank) August 2014 - Present
Retirement April 2013 - Present
Bank of America December 2010 - March 2013
SunTrust Bank July 2010 - March 2011
Wachovia, Wells Fargo February 2006 - August 2010
Skills
Credit, Credit Risk, Leadership, Credit Cards, Risk Management, Consumer Lending, Underwriting, Portfolio Management, Commercial Lending, Banking, Commercial Banking, Cash Management, Process Improvement, Business Analysis, Financial Risk, Treasury Management, Credit Analysis, Loans, Financial Services, Payments, Operational Risk, Retail Banking, Treasury Services, Small Business Lending, Operational Risk..., AML, Cross Selling, Basel II, Financial Institutions
Education
University of North Carolina at Greensboro 1979 — 1983
MBA, Finance
University of Virginia 1973 — 1977
BA, Math
Stuart Hall 1972 — 1973
Lane High School 1970 — 1972
Wells Fargo Home Mortgage June 2013 - Present
Wells Fargo Home Mortgage August 2011 - June 2013
Wells Fargo Home Mortgage May 2011 - August 2011
Wells Fargo Home Mortgage April 2010 - May 2011
Wachovia - Wells Fargo December 2008 - April 2010
CTX Mortgage February 2004 - July 2008
Skills
Mortgage Industry, Mortgage, Post Closing, Quality Assurance, Documentation, Servicing, Spreadsheets, Outlook, Excel, Mortgage Lending, Risk Management, Credit, Microsoft Excel, Loan Servicing
Education
Texas A&M University 1998 — 2002
B.A., History
Texas A&M University-Commerce 1996 — 1998
Old Edwards Hospitality June 2015 - Present
Old Edwards Inn and Spa March 2014 - Present
The Bascom March 2013 - Present
Wachovia Wells Fargo May 2011 - March 2013
Community Association Management May 2010 - June 2011
Bank of America September 2009 - May 2010
Home Savings of America October 2008 - September 2009
Homecomings Financial June 2000 - August 2008
Wachovia 1997 - 1999
Wachovia Mortgage 1997 - 1999
Skills
Leadership, Sales, Management, Mortgage Banking, Mortgage Lending, Loans, Advertising, Underwriting, New Business Development, FHA, CRM, Business Development, Account Management, Marketing
Education
Queens University of Charlotte 1997 — 2003
BA, ORGANIZATIONAL COMMUNICATIONS
TIAA-CREF February 2013 - Present
Wells Fargo September 2012 - November 2012
Tiaa-Cref March 2012 - August 2012
Wachovia-Wells Fargo December 2008 - March 2012
BOA 2008 - 2011
BOA 2008 - 2011
MDS Consulting 2000 - 2003
Apex 2000 - 2003
Skills
PMP, IT Strategy, Software Project..., IT Management, ITIL, Business Process..., Governance, Business Intelligence, Project Management, Software Documentation, MS Project, Business Process, Information Security, Security, IT Audit, Change Management, System Deployment, CISSP, Analysis, Incident Management, SQL, Data Center, Information Technology, Oracle, Risk Management, Vendor Management
Education
Long Island University, Brooklyn Campus 1990 — 1992
Master's degree, Public Administration
Long Island University, Brooklyn Campus 1988 — 1990
Bachelor of Science (BS), Information Technology
Furniture Manufacturers Credit Association September 2007 - Present
CR Laine Furniture Company October 2001 - Present
Broyhill Furniture 1995 - 2001
Wachovia - Wells Fargo 1978 - May 1994
Skills
Space-planning, Customer Service, Retail, Furniture, Furnishings, New Business Development, Space planning, Sales, Merchandising, Residential Homes, Marketing Strategy, Space Planning
Education
Gardner-Webb University 1983 — 1985
BS, Business Adminstration and Management
SunTrust Bank June 2013 - April 2015
Wells Fargo January 2011 - June 2013
Wells Fargo May 2007 - January 2011
Wachovia (Wells Fargo) January 2004 - June 2005
Skills
Credit, Banking, Credit Risk, Credit Analysis, Risk Management, Loans, Portfolio Management, Financial Risk, Mortgage Lending, Commercial Banking, Financial Analysis, Underwriting, Commercial Lending
Education
Suffolk University 1995 — 1999
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Science (BS), Sport Management
First Union, Formal Commercial Credit Training Program, Charlotte, NC 2000 — 2000
Wachovia, Wells Fargo April 2007 - Present
Education
Averett University
BBA, Computer Information Systems, Marketing, Business Communications, Accounting, Finance, Economics
Averett University
Bachelors, Business Administration
John Tyler Community College
Associates Degree, Arts and Science
Wells Fargo March 2014 - Present
Wells Fargo March 2013 - March 2014
Wells Fargo June 2011 - February 2013
Wells Fargo December 2009 - June 2011
Wachovia-Wells Fargo August 2008 - December 2009
Wachovia December 2006 - October 2008
Skills
Time Management, Management, Banking, Leadership, Forecasting, Risk Management, Credit Analysis, Analysis, Credit, Finance, Financial Analysis, Financial Services, Microsoft Excel, Portfolio Management, Microsoft Office, Sales, Training, Budgets
Education
Radford University 2010 — 2011
MBA, Business Administration and Management, General
Universidad Nacional Mayor de San Marcos 2001 — 2008
B.S. Industrial Engineering, Industrial Engineering
Virginia Western Community College 2007 — 2008
A.A.S. Management
Bayside Community Church June 2012 - Present
BreakFreeIT 2011 - 2013
Wachovia Wells Fargo 2010 - 2011
Bayside Community Church 1900 - 2011
Fifth Third Bank 2002 - 2010
Skills
Microsoft Office, Public Speaking, Customer Service, Leadership Development, Event Planning, Nonprofits, Youth Ministry, Volunteer Management, Preaching, Leadership, Community Outreach, Creative Writing
Education
Otterbein University
The Ohio State University
Bank of America April 2015 - Present
Wells Fargo Bank January 2012 - Present
Wachovia/ Wells Fargo June 2004 - December 2011
Wachovia Bank N.A September 2002 - June 2004
Skills
Operational Risk..., Corporate and..., Credit Risk Management..., Enterprise Risk..., Corporate Credit, Relationship Management, Asset Based Lending..., Staff Management..., Project Management, Auditing, Credit, Process Improvement
Education
Auburn University 1989 — 1993
BS, International Business
Florida Community Bank September 2014 - Present
Regions Financial Corporation April 2013 - August 2014
SunTrust Bank August 2012 - March 2013
Wachovia Wells Fargo May 2005 - June 2012
Skills
Banking, Retail Banking, Loans, Credit, Consumer Lending, Small Business Lending, Commercial Banking, Commercial Lending, Lines Of Credit, Cross Selling, Investments, Customer Service, Internet Banking, Home Equity Loans, Private Banking, Loan Origination, Sales, Financial Services, Insurance, Retirement Planning
Education
Keiser College 2003 — 2005
Associate's degree, Paralegal Studies
First Data Corporation July 2015 - Present
Bank of America September 2011 - July 2015
Wachovia (Wells Fargo) December 2009 - September 2011
Bank of America December 2008 - December 2009
Wells Fargo December 2005 - November 2008
SEBACH USA March 2004 - December 2005
Dassault AT (Thales) February 1998 - December 2003
TermNet Merchant Services, Inc. January 1994 - February 1998
Buypass (First Data Corporation) March 1992 - January 1994
Skills
Team Leadership, Revenue & Profit Growth, Process Improvement, Management, Employee Training, Sales, Key Account Management, Strategic Partnerships, Small Business Lending, Business Development, Salesforce.com, Professional Mentoring, Leadership, Customer Service, Relationship Management, Loans, Credit, Finance, Banking, Consumer Lending, Retail Banking
Education
Strayer University 2015 — 2017
Bachelor’s Degree, Project Management
DeVry, Atlanta, Georgia
Associate of Applied Science, Electronics
PNC August 2015 - Present
Chase December 2014 - April 2015
Wells Fargo August 2011 - November 2014
Wachovia Wells Fargo June 2010 - August 2011
Skills
Credit, Sales Management, Customer Service, Coaching, Training, Banking, Loans, Retail Banking, Cross Selling, Financial Services, Credit Analysis
Education
Manhattan College 2004 — 2009
Bachelor of Arts (BA), History, English
Manhattan College 2004 — 2009
Bachelor of Arts (B.A.), History, English
JP Morgan Chase 2010 - 2012
Citizens Trust Bank July 2008 - May 2010
Wachovia -Wells Fargo November 2005 - July 2008
Bank of America January 2003 - November 2005
Bank One September 2000 - January 2003
Skills
Training, Small Business, Small Business Lending, Sales Management, Customer Retention, Communication, Job Coaching, Management, Banking, Financial Analysis, Over 14 years of...
Education
Baker College Center for Graduate Studies 2005 — 2007
Master of Business Administration (MBA), Finance and Financial Management Services, 3.4
Morris Brown College 1993 — 1998
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.0
Bank of America August 2014 - Present
TD 2013 - July 2014
Sun National Bank 2006 - 2013
Wachovia - Wells Fargo 1990 - 2006
Education
University of Virginia 1996 — 1998
Graduate School of Retail Bank Management CBA
College of Charleston 1977 — 1982
Bachelor of Science (BS), Business Administration