Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
SECU March 2014 - Present
Wake County Men's Homeless Shelter January 2006 - Present
Wells Fargo June 2012 - March 2014
EDKA Transport Incorporated August 2010 - May 2012
North Carolina General Assembly February 2010 - April 2010
Pullen Park Amusements March 2007 - December 2009
Skills
Corporate Trust, Calculations, Organizational..., Trust Management, Wealth Management, Trusts, Wealth Management..., High Net Worth..., Investment Management, Personal Financial..., Microsoft Excel, Team Building, Outlook, Management, Coaching, Strategic Financial..., Retirement Planning, Asset Allocation, Estate Planning, Financial Planning, Customer Service, Finance
Education
Campbell University 2008 — 2012
BBA, Trust and Wealth Management Pre-law, Minor in Financial Planning
KraftCPAs PLLC Senior Manager/ Wealth AdvisorKraft CPAs, PLLC/ Kraft Asset Management, LLCJanuary 2014 - Present
U.S. Trust July 2006 - January 2014
First Citizens Bank January 2000 - August 2006
Wells Fargo June 1994 - January 2000
Skills
Wealth Management, Investment Management, Investment Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Banking, Portfolio Management, Series 7, Mutual Funds, High Net Worth..., Wealth, Asset Management, Investments, Equities, Retirement Planning, Investment Strategies, Private Banking, Financial Risk, Strategic Financial..., Financial Advisory, Estate Planning, Financial Structuring, Trust Services, Fixed Income, Hedge Funds, Series 63, Securities
Education
College for Financial Planning 1994 — 1996
Certified Financial Planner (CFP), Financial Planning and Services
Campbell University 1992 — 1994
Master of Business Administration (MBA), Finance and Trust
Campbell University 1989 — 1992
Bachelor of Business Administration (BBA), Trust
Bank of America November 2012 - Present
Bank of America December 2011 - November 2012
Bank of America August 2010 - December 2011
Wells Fargo December 2009 - April 2010
GMAC Bank July 2009 - December 2009
Wells Fargo Home Mortgage January 2009 - July 2009
MORTGAGE SOLUTIONS/DNMY REALTY 2002 - 2008
GreenPoint Mortgage 2006 - 2007
GREENPOINT MORTGAGE/CAPITALONE April 1998 - January 1999
Mellon Bank 1997 - 1998
Skills
Mortgage Lending, Underwriting, Short Sales, Residential Mortgages, Refinance, Loss Mitigation, Risk Management, Foreclosures, Portfolio Management, Team Building, REO, Home Equity Loans, Mortgage Banking, Loans, Loan Origination, Mortgage Underwriting, Mortgage Servicing, Funding, Credit Analysis, Loan Modifications, Credit Risk, Negotiation, Home Equity Lines of..., Rates
Education
Camden County College 1993 — 1995
Associate's degree, Mass Communication/Media Studies
Saint Maria Goretti High School 1989 — 1993
High School Diploma, Academics
Camden County College
Associates, Communications and Public Relations
Wells Fargo Office Manager, Inside Sales, Corp SecretaryLandmark Sales Inc.1995 - 2014
Skills
Customer Service, Retail Banking, Banking, Leadership, Process Improvement, Coaching, Sales, Cross Selling, Credit, Time Management, Teamwork
Education
Campbell University 1976 — 1980
Bachelor of Science (B.S.), Social Work / Specialization in Criminology, Magna Cum Laude Graduate
Lillington
Wells Fargo November 2014 - Present
JPMorgan Chase July 2011 - May 2014
RBC January 2006 - August 2010
United States Marine Corps March 1995 - August 2003
Skills
Customer-focused, Customer Satisfaction, Customer-facing, Professional..., Computer-savvy, Dedicated Professional, Quality Assurance, Dependable Team Player, Foreclosures, First Time Home Buyers, Customer Service, Sales, Investment Properties, Relocation
Education
Jones International University 2010 — 2013
Masters, Elementary Education and Teaching, 3.75 GPA
Campbell University 2004 — 2008
Bachelor of Science (BS), Psychology
Wells Fargo June 2012 - Present
U.S. Trust, Bank of America June 2011 - August 2011
Skills
Microsoft Office, Excel, Word, PowerPoint, Financial Analysis, Microsoft Excel, Management, Risk Management, Microsoft Word, Banking, Finance, Accounting, Analysis, Customer Service, Investments, Retirement Planning, Wealth Management
Education
Roseman University 2014 — 2016
Masters, Business Administration and Management, General
Campbell University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Trust & Wealth Management
Campbell University 2008 — 2012
Trust Certificate
PrimeLending August 2014 - Present
Waterstone Mortgage Corporation January 2014 - August 2014
Wells Fargo Home Mortgage August 2013 - January 2014
Wells Fargo Home Mortgage November 2012 - August 2013
Wells Fargo December 2011 - November 2012
Reynolds Mazda June 2010 - November 2011
Stifel Financial Corp. May 2009 - August 2009
Skills
Mortgage Lending, Loans, Loan Origination, USDA, Mortgage Banking, FHA, Credit, Credit Analysis, Financial Analysis, Sales, Financial Modeling, Microsoft Office, Microsoft Excel, Residential Mortgages, Refinance, VA loans, Consumer Lending, TurnKey, REI
Education
University of Oklahoma 2008 — 2011
BA
Cameron University 2006 — 2008
Eisenhower High
M. D. Andersen, CPA, PA June 2015 - Present
Wells Fargo December 2014 - February 2015
Bernard Robinson & Company, LLP October 2013 - November 2014
The Law Offices of Cheryl David July 2009 - September 2011
Rochford & Eckard PLLC May 2007 - July 2009
Booth Harrington & Johns of NC PLLC September 2005 - April 2007
Internal Revenue Service August 2002 - February 2005
Dixon Odom PLLC September 2000 - May 2002
PwC August 1999 - September 2000
Skills
Tax, Trusts, Gift Tax, Tax Law, Estate Planning, Elder Law, Tax Preparation, Tax Returns, Tax Accounting, Income Tax, Corporate Tax, Estate Tax Planning, Estate Administration, Forensic Accounting, Preparation of Wills, Business Planning, Client Relations Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, CCH ProSystem fx, QuickBooks, Outlook, PowerPoint, Firefox, Teaching, Public Speaking, Strategic Planning, Budgets, LLC, Wills, High Net Worth..., CPA, State Tax, Business Tax Planning, Business Formation, Powers of Attorney, Business Entity..., Corporate Tax Planning, Legal Documents, Personal Tax Planning, Tax Research, Estate Law, S Corporations
Education
Campbell University 1997 — 1999
Master of Business Administration (MBA)
Campbell University 1996 — 1998
Doctor of Law (JD), Focused on Tax and Estate Planning
University of North Carolina at Greensboro 1995 — 1996
Bachelor's of Science, Accounting, magna cum laude
Salem College 1993 — 1994
N/A, Business Administration
Stitch Fix February 2015 - Present
Wells Fargo December 2012 - Present
Wells Fargo Bank October 2008 - December 2012
Mitchell Brewer Richardson September 2007 - October 2008
Skills
Investments, High Net Worth..., Estate Planning, Banking, Wealth Management, Retirement Planning, Financial Services, Strategic Financial..., Risk Management, Financial Planning, Relationship Management, Wealth Management...
Education
Campbell University 2007 — 2008
Master's degree, Trust and Wealth Management
Campbell University 2004 — 2007
Juris Doctorate, Law
UNC Chapel Hill 2000 — 2004
Bachelor of Arts (B.A.), Broadcast Journalism
ShutteRelease Films January 2011 - Present
Wells Fargo March 2007 - Present
Chris Laforet Software, Inc January 1988 - December 2006
Netpath, Inc. March 1995 - January 2004
Skills
Requirements Gathering, Photography, Video Production, SDLC, Agile Methodologies, Business Analysis, Process Improvement, Visio, Vendor Management, SQL, Data Analysis, Requirements Analysis, Project Management, Software Documentation, Disaster Recovery, Databases, Data Warehousing, Microsoft SQL Server, Risk Management, Program Management, Business Intelligence, Access, Unix, After Effects, Software Project..., Photoshop, Adobe Premiere Pro..., Adobe After Effects, Java, C#, SpringSource, Weblogic, Oracle PL/SQL..., Film Production, Documentaries, Film Editing, Documentary Research, Assistant Directing, TIBCO, Team Building, Project Planning, Post Production, ASP.NET MVC, Vaadin, People Management, Team Motivation
Education
Campbell University 1981 — 1984
Bachelor of Science (B.S.), Biology
Wells Fargo June 2015 - Present
U.S. Trust September 2009 - June 2015
US Trust May 2008 - August 2008
Bank of America May 2007 - August 2007
Wachovia June 2006 - August 2006
Skills
Wealth Management
Education
Campbell University 2004 — 2009
MBA, BBA Trust and Wealth Management, Business
Wells Fargo June 2012 - Present
Wells Fargo May 2011 - August 2011
Skills
Strategic Financial..., Customer Service, Auditing, Analysis, Accounting, Software Documentation, Microsoft Word, Insurance, Employee Benefits, Wealth Management, Administration, Invoicing, Banking, Tax, Financial Planning, Estate Planning
Education
Concordia University Texas 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Campbell University 2008 — 2012
Bachelors of Business Administration and a Minor in Financial Planning, Trust and Wealth Management Pre-Law
Citi April 2015 - Present
CountryPlace Mortgage April 2014 - April 2015
Wells Fargo March 2013 - April 2014
Capital One Home Loans November 2011 - March 2013
Fannie Mae July 2011 - November 2011
Wells Fargo Home Mortgage December 2007 - July 2011
Wells Fargo Home Mortgage July 2007 - December 2007
Fieldstone Mortgage February 2007 - July 2007
Bank of America / Countrywide Home Loans March 2003 - February 2007
US Army May 1989 - February 1993
Skills
Mortgage Lending, Loan Origination, Mortgage, FHA, Refinance, Consumer Lending, Loans, Underwriting, Credit Analysis, Credit, Mortgage Underwriting, Mortgage Industry, Conforming, Process Improvement, Customer Service, Customer Relations, Origination, Home Equity, Conventional, Mortgage Banking, Non-Conforming, Residential Mortgages, Credit Risk, Loan Structuring, Purchase, Government Loans, Real Estate Finance, Mortgage Planning, FHA financing, Mortgage Insurance, Home Equity Loans, Home Equity Lines of..., Wholesale Lending, Real Estate, Compliance, Appraisals, Investment Properties, Management, Leadership Development, Leadership, Team Building, Team Leadership, Training, Organizational..., Staff Development, FHA Financing
Education
Central Texas College 1992 — 1992
United States Army Field Artillery Logistic Specialist
Cameron University 1987 — 1990
Business Administration/Finance
Wells Fargo June 2012 - Present
Wells Fargo June 2012 - Present
Wells Fargo June 2012 - Present
Skills
Wealth Management, Retirement Planning, Portfolio Management, Microsoft Excel, Investments, Banking, Accounting, Risk Management, Financial Analysis, Public Speaking
Education
Campbell University 2007 — 2012
Master of Business Administration (MBA), Trust and Wealth Management
Better Homes Realty NJ October 2014 - Present
Preferred Home Health Care & Nursing Services Inc. May 2012 - Present
BAYADA Home Health Care September 2011 - Present
Hammonton Centers Nursing & Rehabilitation August 2010 - Present
Borgata Hotel Casino & Spa May 2006 - July 2008
Wells Fargo October 2006 - January 2008
Skills
Computer-savvy, Social Media, Social Networking, Typing, Fashion Blogging, Written Communication, Written & Verbal..., Customer Satisfaction, Cpr Certified, Nursing Education, Nursing Care, Nursing Homes, Home Care, Financial Accounting, Sales, Branch Banking, Public Relations, Customer Service, Healthcare, Data Entry, Time Management, Team Building, Marketing, Social Media Marketing, Facebook, Critical Thinking, Research
Education
Camden County College 2011 — 2013
Associate of Arts (AA), Public Relations, Advertising, and Applied Communication
Lincoln Technical Institute-Moorestown 2008 — 2009
Diploma, Licensed Practical/Vocational Nurse Training
Delta Private Jets January 2012 - Present
First Citizens Bank May 2009 - April 2011
Premier Mortgage Group August 2007 - May 2009
Wells Fargo March 2003 - August 2007
Skills
Aircraft, Charter, Airlines, Airports, Flights, Commercial Aviation, Tourism, Flight Planning, Aircraft Maintenance, Flight Safety, Aviation, Airworthiness, Civil Aviation, Business Aviation, Helicopters, Piloting, Avionics, Airline Management
Education
University of North Carolina at Pembroke 2009 — 2011
Master of Public Administration (MPA), Operations Management
Campbell University 1998 — 2002
Bachelor of Science (BS), Wealth and Investment
Wells Fargo June 2015 - Present
Wells Fargo June 2014 - August 2014
Schaeffer BMW May 2013 - August 2013
Huify April 2013 - August 2013
Tar Heel Pizza Group, LLC. March 2011 - August 2012
Skills
Social Network Marketing, Microsoft Technologies, Apple, Social Media Marketing, Facebook, Leadership, Time Management, Social Media, Microsoft Office, Marketing, Customer Service, Public Speaking, Microsoft Word, Microsoft Excel, Marketing Communications, Event Planning, Advertising, Marketing Strategy, Market Research
Education
Campbell University 2011 — 2015
Bachelor's Degree, Trust & Wealth Management
Campbell University 2011 — 2015
Bachelor's degree, Trust & Wealth Managment
Rabo AgriFinance August 2013 - Present
Southern Tide September 2011 - Present
Wells Fargo July 2012 - July 2013
Wells Fargo Bank December 2008 - June 2012
Cape Fear Farm Credit June 2007 - December 2008
Cape Fear Farm Credit, ACA April 2007 - June 2007
Trust Company of the South June 2006 - April 2007
Jackson Hewitt Tax January 2006 - April 2006
National City Bank May 2005 - August 2005
Skills
Wealth Management, Investments, Banking, Strategic Financial..., Estate Planning, Microsoft Excel, Financial Analysis, Loans, Risk Management, Credit, Retirement Planning, Portfolio Management, Commercial Lending, Microsoft Word, PowerPoint, Microsoft Office, Financial Modeling, Commercial Banking, Accounting, Analysis
Education
Campbell University 2002 — 2007
BBA, MBA, Trust and Investment Management, Financial Planning, Finance
Western Harnett High School
Western Harnett High School
Wells Fargo June 2015 - Present
Best Buy June 2014 - June 2015
Wells Fargo August 2012 - July 2014
Sears Holdings Corporation August 2011 - April 2013
Skills
Customer Service, Retail Banking, Retail Sales, Computers, Cashiering, Sales, Time Management, Teamwork, Microsoft Word, Leadership, Data Entry, Microsoft Office, Merchandising, Banking, Telephone Skills, Team Building, Outlook, Retail, Coaching, PowerPoint, Credit, Communication, Customer Retention, Problem Solving, Credit Cards, Sales Operations, Phone Etiquette, Finance, Cash Management, Research, Social Networking, Customer Experience, Facebook
Education
Foothill College 2014 — 2018
Cañada College 2011 — 2014
Business Administration and Management, General
Sequoia High School 2007 — 2011
High School Diploma
Wells Fargo February 2000 - Present
Wachovia Bank November 1976 - September 2009
Wachovia Bank 1976 - 2009
Wachovia Bank February 2000 - November 2007
Corestates Bank 1992 - 1998
Skills
Disaster Recovery, Business Analysis, Integration, SQL, Banking, Enterprise Architecture, Risk Management, SDLC, Vendor Management, Requirements Gathering, Visio, Leadership, Unix, SharePoint, Requirements Analysis, Microsoft SQL Server, IT Strategy, IT Management, Software Documentation, Process Improvement
Education
Camden County College 1983 — 1992
None, Information Technology
Piedmont Airlines July 2015 - Present
Wings of Carolina Flying Club January 2014 - June 2015
Ashworth's Clothing December 2006 - December 2013
Bentwinds Country Club June 2006 - August 2013
Wells Fargo May 2012 - August 2012
Skills
Leadership, Training, Time Management, Team Leadership, Team Building, Sales Management, Sales, Customer Service, Customer Retention, Sales Operations, Management
Education
Campbell University 2009 — 2013
Bachelor of Business Administration (BBA), Trust and Wealth Management
Campbell University 2009 — 2013
Bachelor of Business Administration (BBA), Trust and Wealth Management
G&F Financial Group June 2011 - Present
Sr. Adanacs Lacrosse Club January 2012 - Present
Coquitlam Minor Hockey Association 2007 - 2015
Strathcona BIA July 2011 - April 2013
The CUMIS Group January 2010 - June 2011
Coast Capital Savings August 2003 - August 2009
Wells Fargo June 1997 - August 2003
McDonald's Restaurants of Canada Limited June 1985 - June 1997
Skills
Residential Mortgages, Retail Banking, Branch Management, Personal Banking, TFSA, Mortgage Insurance, LLQP, GIC, Staff Retention, Change Management, Relationship Management, Customer Service, Mortgage Lending, Credit, Loans, Banking, Wealth Management, Investments, Financial Services, Consumer Lending, Insurance, Coaching, Risk Management, Team Building, Cross Selling, Credit Analysis, Team Leadership, Sales Management, Leadership, Performance Management, Credit Unions, Sales, Public Speaking, Credit Cards, Financial Institutions, Debt Consolidation, Home Equity Lines of..., Sales Presentation..., Sales Process, Branch Banking, Training, Financial Accounting, Management, Executive Management, Strategy, Mortgage Banking, Commercial Mortgages, Financial Advisory, Small Business Lending, Networking
Education
Insurance Council of BC 2009 — 2010
LLQP
Oak Bay Senior Secondary 1983 — 2000
Business - Honors
Camosun College
General Studies, Business Adminstration
American Red Cross - Northern California Coastal Region September 2010 - Present
ZenBanx October 2014 - March 2015
American Red Cross Bay Area July 2012 - October 2014
Wells Fargo December 2008 - February 2010
B. A. Cabrera Consulting May 2008 - December 2008
Custom House January 2006 - April 2008
Custom House December 2004 - January 2006
Hawaii Women's Business Center July 2001 - September 2004
American Saving Bank Hawaii January 1998 - October 2000
Bank of America Hawaii May 1993 - December 1997
Skills
Community Outreach, Turnaround Experience, Listening to customers, Coaching, Non-profit..., Operations Management, Customer Engagement, Compliance, Operational Risk..., Emergency Planning, Non-profits, Risk Management, Small Business, Nonprofits, Training, Project Management, Banking, Customer Service, Emergency Management, Volunteer Management, Program Development, Leadership, Project Planning, Management
Education
Cañada College 1969 — 1971
Associates, Business
Hawaii Wellness Institute
Wellness Counselor
Wells Fargo February 2011 - Present
Heartland Payment Systems January 2010 - January 2011
Skills
Relationship Management, Account Management, Sales Management, New Business Development, Banking, Merchant Services, Credit Cards, Payment Card Processing, Payments, Electronic Payments, Portfolio Management, Sales, Management, Mortgage Lending, Microsoft Excel, Public Speaking, Customer Service, Microsoft Word, Wealth Management, Investments, Marketing, Microsoft Office
Education
Campbell University 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General
Campbell University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Trust & Wealth Management, Minor in Financial Planning
APEX MORTGAGE February 2011 - Present
Wells Fargo June 2006 - February 2011
CAG Truck Capital 2010 - 2010
upland mortgage 2005 - 2009
conti 1994 - 1999
Skills
Banking, Sales Management, Microsoft Office, Microsoft Excel, Skills - Default,..., Sales, Consumer Lending, Business Development, Team Building, Customer Satisfaction, Accounting, Mortgage Lending, Analysis, Commercial Lending, Call Centers, Management, Residential Mortgages, Refinance, Leadership, Underwriting, Mortgage Banking, Credit Analysis, Finance, Real Estate, Coaching, Loan Servicing, Insurance
Education
Camden County College 1994 — 1994
Paralegal Certificate
Camden County College 1994 — 1994
Paralegal Certificate, Legal Assistant/Paralegal
Wells Fargo June 2008 - Present
SECU July 2002 - June 2008
Skills
Wealth Management, Loans, Banking, Credit, Retirement Planning, Wealth Management..., Investments, Mortgage Lending, Asset Management, Private Banking, Consumer Lending, Trust Services, Risk Management, Relationship Management, Retail Banking, Investment Management, Wealth, Loan Origination, Financial Services, Investment Advisory, Commercial Lending, Securities, Mutual Funds, Series 7, Small Business Lending, Personal Trust..., High Net Worth..., Lines Of Credit
Education
Campbell University 1997 — 2002
Bachelor of Business Administration (BBA), Trust Management
Wells Fargo February 2013 - Present
PHH Mortgage March 2010 - February 2013
Skills
Customer Service, Banking, Leadership, Risk Management, Financial Analysis, Finance, Credit, Process Improvement, Business Analysis, Mortgage Lending, Team Building
Education
Camden County College
Business, Management, Marketing, and Related Support Services
PNC January 2015 - Present
Santander Bank, N.A. December 2013 - January 2015
Wells Fargo November 2011 - November 2013
Sports Phan Network January 2011 - May 2013
Verizon Wireless November 2009 - July 2011
Hot Girls of LLC October 2003 - August 2009
T-Mobile USA January 2001 - January 2006
Giant Food October 1996 - November 2001
Education
Fairleigh Dickinson University 2012 — 2013
Master's degree, Business Administration and Management, General
Fairleigh Dickinson University 2010 — 2011
BA, Business
Camden County College 1997 — 2001
Associates, Criminal justice; area of Study Sociology
Haddonfield 1993 — 1997
Diploma, HS Diploma
Wells Fargo September 2015 - Present
Wells Fargo June 2014 - August 2015
First Citizens Bank May 2013 - August 2013
WT's Guns and Indoor Range June 2005 - May 2013
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Sales, Social Networking, Data Analysis, Data Entry, Access, Leadership, Time Management, Teamwork, Insurance, Customer Satisfaction, Wealth Management..., Financial Services, Trust Management, Wealth, Analysis, Relationship Management, Wealth Management, Financial Planning, Banking, Finance, Investments, Financial Analysis
Education
Campbell University 2010 — 2014
Bachelor of Business Administration (BBA), Trust and Wealth Management, Minor in Financial Planning
TD January 2014 - Present
State of Delaware Dept of Labor May 2013 - November 2013
Wells Fargo November 2008 - August 2013
WACHOVIA BANK (legacy Wells Fargo) November 2003 - November 2008
FIRST UNION BANK (legacy Wells Fargo) August 1983 - November 2003
Girard Bank August 1981 - December 1983
Skills
COBOL, JCL, Fileaid, IBM Assembler, IBM Mainframe, CA7 implementation, TSO, SDSF, SDLC, Abend-Aid, Easytrieve, Systems Analysis, System Design, Microsoft Word, Microsoft Excel, Visio, IMS DB/DC, VSAM, Endeavor, Serena Changeman, Requirements Analysis, Requirements Gathering, 24x7 Production Support, Disaster Recovery, Lotus Notes, User Acceptance Testing, Software Project..., MS Project, ISPF, MVS, Software Documentation, Mainframe, z/OS, Testing, Production Support, IBM Utilities, BAL, Business Requirements, Business Analysis, Software Development, Program Management, Integration, Stored Procedures, Data Analysis, SQL, Databases
Education
Camden County College 2012 — 2014
Certificate in Relational Database Management, Currently evening classes, A
Temple University 1987 — 1992
MBA, finance, Summa cum laude
University of Pennsylvania 1977 — 1981
Bachelor of Arts (B.A.), Biology, Cum laude
Wells Fargo February 2013 - Present
home September 2011 - February 2013
Advanced Dermatology September 2008 - May 2011
Rite Supermarket October 2005 - May 2009
Kustom Kids January 2005 - February 2005
Bellmawr Public Library October 2002 - August 2003
Skills
Phlebotomy, Customer Service, EKG, Microsoft Word, Microsoft Excel, Medicine, Invoicing, Nutrition, Filing, Venipuncture, Insurance, Sales, Telephone Skills
Education
Star Technical Institute 2007 — 2007
Multi Skilled Health Tech
Camden County College 2004 — 2005
Liberal Arts Major
Novella Clinical, Inc. March 2014 - Present
Novella Clinical, Inc. June 2013 - March 2014
Novella Clinical, Inc. June 2012 - May 2013
Cato Research March 2011 - June 2012
Duke Clinical Research Institute March 2010 - March 2011
Wells Fargo June 2009 - March 2010
Hill and Knowlton May 2008 - August 2008
Skills
Public Relations, Strategy, Event Planning, Microsoft Office, Clinical Research, Regulatory Submissions, Clinical Trial..., CTMS, Business Development, Proposal Writing, Sales, Microsoft Project, Innovative Thinking, Resource Management, Emotional Intelligence, ICH-GCP
Education
Campbell University 2005 — 2009
Bachelor's Degree, Business Administration and Management, General
Wells Fargo May 2014 - Present
Wells Fargo Bank January 2010 - October 2013
Wells Fargo July 2008 - December 2009
Today's Office Professionals April 2007 - June 2008
Commerce Bank 2004 - 2008
Skills
PeopleSoft, Outlook, PowerPoint, Word, Excel, Staff Management, SharePoint, Banking, Recruitment/Retention, Conducting Interviews, Interview Prep, Customer Service, Interviews, Microsoft Office, Microsoft Word, Microsoft Excel, Onboarding, Recruiting, Payroll, Deferred Compensation, Employee Benefits, Temporary Placement, Human Resources
Education
Rutgers University – Camden 2007 — 2009
Bachelor of Arts (BA), Psychology
Camden County College 2001 — 2006
Associate of Arts (AA), Psychology
Wells Fargo January 2014 - Present
Camp Kesem North Carolina August 2009 - Present
He's Not Here August 2011 - December 2013
Carrboro Recration and Parks November 2009 - December 2013
Jowat Adhesives May 2009 - August 2010
Chick-fil-A 2008 - 2010
Skills
Research, Microsoft Office, Facebook, Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Fundraising, Leadership, Social Networking, Estate Administration, Trust Management, Teamwork, Analysis, Team Leadership, Blogging, Time Management
Education
Campbell University 2012 — 2013
Master's of Trust and Wealth Management, Business/Trust
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (BA) (2), Political Science and Government, and Peace, War, & Defense
Tribe 12 July 2014 - Present
Wells Fargo March 2014 - June 2014
Customer Service Experts January 2008 - December 2013
Lord & Taylor July 2003 - December 2008
Skills
Training, Performance Management, Recruiting, Customer Experience, Retail, Leadership, Customer Service, Human Resources, Sales, Hiring, Coaching, Employee Benefits, Team Building, Employee Training, Leadership Development, Organizational..., Public Relations, Training Delivery, Customer Satisfaction, Organizational..., Employee Relations, Interviews, Executive Coaching, Strategic Planning, Talent Management, Performance Improvement, Onboarding, Change Management, Strategy, Management Consulting, Personnel Management, Employee Engagement, Succession Planning, Talent Acquisition, Public Speaking, Marketing, Performance Appraisal, CRM, Benefits Administration, Business Process..., Business Planning, Business Strategy, Analysis, Customer Service..., People Development
Education
Camden County College 1999 — 2001
Wells Fargo July 2015 - Present
Wells Fargo July 2015 - Present
Wells Fargo 2014 - 2014
Wells Fargo 2013 - 2013
Wells Fargo Advisors August 2004 - December 2011
Legal Services of Southern Piedmont 2011 - 2011
Legal Services of Southern Piedmont 2011 - 2011
Wells Fargo 2006 - 2011
Wells Fargo 2006 - 2011
Wells Fargo Advisors 2005 - 2006
Education
Campbell University 2012 — 2015
Bachelor's Degree, Trust & Wealth Managment, minor Financial Planning
Wells Fargo March 2014 - Present
3D Datacom February 2013 - March 2014
Robert Half Technology October 2012 - January 2014
Comcast October 2006 - March 2012
Skills
Troubleshooting, Active Directory, Windows 7, Computer Hardware, XP, Windows Server, Network Administration, CompTIA A+ Certification, Windows, Software Installation, Windows XP, VMware, Microsoft Exchange, A+ Certified, CCNA, Networking, Firewalls, Microsoft Office, Technical Support, Customer Service, Remote Desktop, Computer Repair, Cloud Computing, System Administration, Business Analysis, Security+, IT Operations, Help Desk Support, Wireless Networking, Routers, CompTIA A+
Education
Network Learning Institute 2012 — 2012
CompTia A+, CompTia Network+, Information Technology
Camden County College 2004 — 2005
Computer Science
Edgewood
Wells Fargo November 2014 - Present
Coach TNT August 2013 - Present
Charlotte Area SHRM (CASHRM) January 2012 - Present
McLaughlin Young Group April 2013 - November 2014
VisionCor Inc. September 2011 - April 2013
VisionCor Inc. February 2009 - September 2011
VisionCor 2004 - 2009
Proactive Solutions, Inc. 1999 - 2005
Sara Lee Intimate Apparel 1995 - 1999
Sara Lee Knit Products (division of Sara Lee Corporation) 1992 - 1995
Skills
Talent Management, Organizational..., Professional Development, Diversity and Inclusion, Performance Management, Change Management, Employee Relations, Benefits Strategy, Compensation Strategy, Leadership Development, Management and Employee..., Strategic Planning, Human Resources..., Business Management, Coaching, Mergers and Acquisitions, Training &..., Facilitation..., Sales Operations, New Business Development, Business Strategy, Management Consulting, Proposal Writing, Client Relationship..., Client Services, Client Communication, Account Management, Social Media, Team Leadership, Learning Consulting, Human Capital Management, Business Process..., Training, Management, Human Resources, Workshop Facilitation, Staff Development, CRM, Needs Analysis, Project Management, Leadership, Instructional Design, Program Management, Learning Management, Team Building, Personnel Management, Employee Benefits, Training Delivery, Talent Acquisition, Employee Training
Education
Gardner-Webb University 1996 — 1998
Bachelor of Science (B.S.), Business Administration, A
Campbellsville University 1975 — 1979
Associate of Arts (A.A.), music
B.S. Business
B.S. Business Administration, Business
Principal Financial Group November 2013 - Present
MPM Business Consultants August 2012 - Present
Crescent State Bank July 2011 - July 2012
Wells Fargo August 2002 - July 2011
The Fidelity Bank May 2000 - July 2002
Jackson Hewitt Tax Service Inc. January 1998 - May 1999
Raj's Resumes January 1996 - January 1998
Skills
401k, SEP IRA, Simple IRA, 403 b, Fixed Annuities, Variable Annuities, Asset Allocation, Business Continuity..., Business Overhead..., Buy-sell Agreements, Buy-Sell, Disability Insurance, Estate Planning, Income Protection, Roth IRA, IRAs, informal business..., Insurance, Wealth Accumulation
Education
Campbell University 1995 — 1999
BA, ECONOMICS
Wells Fargo December 2012 - Present
CoreLogic November 2011 - December 2012
National Property Tax Consultant, Inc February 2011 - November 2011
Steven Vockell & Associates September 2002 - July 2010
Hollis, Weeks, Et Al April 1991 - September 2002
US Navy February 1984 - February 1988
Skills
Appraisals, Loans, Real Estate, FHA, Property, Valuation
Education
Evangel University 1981 — 1981
Graduated Lyman High School
Campbell University
Lyman High School
Allied Supply Chain Support & Svcs January 2014 - Present
AMS September 2009 - February 2014
Wachovia Securities Financial Network June 2006 - August 2009
Wells Fargo June 2004 - June 2006
Skills
Mortgage Lending, Foreclosures, Property Management, Real Estate, REO, Property, Real Estate Transactions, Sales, Investment Properties, Negotiation, Loans, First Time Home Buyers, Short Sales, Mortgage Banking, Superior Client Service, HUD Foreclosures, New Business Development, Corporate Financial..., Manage Client..., Business Strategy, Business, Business Intelligence, Asset Management, Retail Acquisitions, Commercial Real Estate, Loss Mitigation, Clie, Client Services
Education
Cameron University 1983 — 1987
Bachelor of Science (BS), Finance and Financial Management Services
Google (contracting via Randstad Technologies) February 2015 - Present
Wells Fargo August 2013 - January 2015
Blue Shield of California November 2010 - July 2013
Hotwire April 2010 - October 2010
Cañada College October 2007 - April 2010
GetCellular April 2006 - August 2007
Skills
Content Strategy, Adobe Creative Suite, User Experience, Google Analytics, Photoshop, User Interface Design, CMS, SEO, Social Media, Email Marketing, Editing, Wordpress, InDesign, Copywriting, Illustrator, Online Marketing, Dreamweaver, Maya, Flash Animation, Blogging, Online Advertising, Content Management, Information Architecture, Content Development, Social Networking, Social Media Marketing, Digital Media, WordPress, Web Content Management, Web Content, E-commerce, Multimedia, Content Migration, SDL Tridion, Tridion, Web Design, Graphic Design
Education
University of California, Berkeley 2001 — 2005
B.A., Art, Art History
Cañada College 2007 — 2010
AA, Web Design, Graphic Design, Animation
US Air Force Reserve April 2013 - Present
US Air Force Reserve September 2009 - March 2013
US Air Force Reserve August 2008 - September 2009
Element Funding May 2009 - August 2009
Pulte Homes February 2008 - April 2009
Pulte Mortgage January 2006 - January 2008
CTX Mortgage Company August 2004 - January 2006
Coldwell Banker Howard Perry and Walston February 2004 - January 2006
Wells Fargo April 1997 - July 2004
US Air Force Reserve June 1993 - February 2003
Skills
Training, Human Resources, Management, Leadership, Banking, Recruiting, Customer Service, Program Management, Customer Satisfaction, Sales, Operations Management, Contract Negotiation, Process Improvement, Team Building, Finance, Loans, Strategic Planning, Team Leadership, Mortgage Lending, Negotiation, Budgets, Real Estate, Microsoft Office, Microsoft Excel
Education
Webster University 2014 — 2015
Master of Business Administration (M.B.A.), Dual degree program including Master of Health Administration, 3.86
Campbell University 2010 — 2011
Bachelor of Applied Science (BAS), Business Administration and Management, General, 3.0
North Carolina Wesleyan College 2007 — 2008
B.S., Business Administration & Accounting
Community College of the Air Force 1999 — 2001
Associates in Applied Science, Human Resources Management/Personnel Administration, General
Wells Fargo January 2015 - Present
Wells Fargo July 2013 - January 2015
Wells Fargo January 2013 - July 2013
wells Fargo May 2011 - January 2013
Wells Fargo January 2011 - June 2011
Shoe Department September 2006 - April 2011
Skills
Customer Service, Retail Banking, Problem Solving, Coaching, Sales, Communication, Management, Sales Management, Finance, Team Leadership, Time Management, Leadership, Selling, Credit, Loans, Customer Satisfaction, Banking, Training, Call Centers, Customer Retention, Marketing
Education
Cambridge College 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Paine College 2007 — 2011
Bachelor's of Science, Business Management, 3.75
Wells Fargo June 1986 - Present
Skills
Banking, Loans, Credit Analysis, Credit, Trust Services, Mortgage Lending, Wealth Management, Portfolio Management, Estate Planning, Team Building
Education
Campbell University 1982 — 1986
Professional Business Systems, Inc. May 2014 - Present
Corporate and Securities Litigation November 2013 - May 2014
Deutsche Bank National Trust Company June 2002 - September 2013
Wells Fargo April 1992 - May 2002
Skills
Corporate Trust..., Sales, New Business Development, Account Management, Expert Witness, Executive Managment, Trust Administration, Lease Finance..., Escrow Administration, Marketing, Auditing, Trust Services, Trusts, Managed Security..., Structured Finance, Structured Products, Financial Structuring, Investments, Investment Management, Compliance Monitoring, Relationship Management, Building Relationships, Debt & Equity Financing, Debt Restructuring, Litigation Support, Document Review
Education
Campbell University 1975 — 1977
BS and Trust Degrees, Business Administration and Management, General
Mitchell Community College 1973 — 1975
Associate's degree, Business Administration and Management, General
1010and5 Productuions February 2012 - Present
1010and5 Productions March 2011 - Present
1010and5 Productions August 2010 - Present
Wells Fargo March 2007 - Present
US Army January 2001 - Present
1010and5 Productions August 2012 - September 2012
Skills
Acting, Film, Television, Theatre, Entertainment, Producing, Network Security, Screenwriting, Voice Over, Social Networking, Creative Writing, Directing, Video Editing, Radio, Short Films, Film Production, Scripting, Video Production, Final Cut Pro, Video
Education
ITT Technical Institute-Torrance 2011 — 2013
Bachelor of Applied Science (BASc), Information Technology
Howard Fine Acting Studio 2011 — 2012
Acting
Cameron University
First Citizens Bank February 2014 - Present
Wells Fargo January 2009 - February 2014
Wachovia, Trust Services January 2004 - January 2009
Bank of America January 2003 - January 2004
SECU January 2001 - May 2003
Skills
Trust Management, Banking, Investment Banking, Superior Client Service, Loans, Wealth Management..., Wealth Management, Investments, Financial Services, Retirement Planning, Credit, Risk Management, Financial Planning, Asset Management, Client Services, Estate Planning, Management
Education
Campbell University 1998 — 2003
Master of Business Administration (M.B.A.), Trust Management
Campbell University 1998 — 2003
MBA; BBA, Trust Management; Trust and Investment Management
Campbell University 1998 — 2003
MBA; BBA, Trust Management; Trust and Investment Management
Keshik Capital January 2015 - February 2015
Leaselytics January 2013 - August 2014
Wells Fargo June 2010 - August 2012
Skills
Investments, Financial Analysis, Business Strategy, Entrepreneurship, Portfolio Management, Start-ups, Wealth Management, Venture Capital, Asset Management, Investment Advisory, Finance, Financial Services, Financial Modeling, Executive Management, Retirement Planning, Asset Allocation
Education
Elon University
Master of Business Administration (MBA)
Campbell University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management, Minor in Financial Planning
Wells Fargo January 2010 - Present
Wachovia Bank August 1993 - January 2010
Education
Campbell University 1989 — 1993
BBA, Trust Administration and Financial Planning
Wells Fargo August 2011 - Present
Bank of America January 2008 - January 2009
Skills
Risk Management, Training, Leadership, Management, Payroll, Loans, Auditing, Customer Service, Financial Services, Sales, Internal Controls, Microsoft Excel
Education
Camden County College 2002 — 2004
Associates of Science in Business, Business
Wells Fargo Advisors April 2014 - Present
Wells Fargo September 2012 - April 2014
OHL September 2011 - November 2011
Skills
Microsoft Office, R, SPSS, Microsoft Excel, Customer Service, PowerPoint, Data Entry, Sales, Microsoft Word, Retail, Time Management, Outlook, Data Analysis, Access, Banking, Market Research, Management, Software Documentation
Education
Rutgers University – Camden 2010 — 2012
B.A., Economics, 3.9
Camden County College 2007 — 2010
A.A., General Education, 3.8
Collingswood 2003 — 2007
Shuck Fence October 2014 - Present
Republic Bank April 2014 - October 2014
Republic Bank April 2013 - March 2014
Wells Fargo December 2012 - April 2013
Planet Fitness March 2012 - March 2013
Skills
I am skilled in loan..., Checking Daily balance..., Microsoft Office, Editing, Writing, Sales
Education
Campbellsville University 2007 — 2011
Bachelor of Sciences, Political Science and History
Pelham High School 2003 — 2007
Advanced Diploma
Wells Fargo Securities October 2009 - Present
Wells Fargo August 2006 - September 2009
Skills
Credit, Commercial Banking, Treasury Management, Portfolio Management, Credit Analysis, Loans, Credit Risk, Commercial Lending, Small Business Lending, Financial Analysis, Financial Modeling, Mortgage Lending, Underwriting, Access, Treasury Services, Microsoft Excel, Microsoft Office, Consumer Lending, Research, Organizational..., Customer Service, Accounting, Financial Reporting, Forecasting, Leaership, Project Management, Strategic Planning, Investment Banking, Organizational..., Organizational..., Business Strategy, Business Process...
Education
Montreat College 2011 — 2013
MBA, Business Administration and Management, General
Campbell University 1998 — 2002
BA, Government
Paragon Bank May 2014 - Present
Wells Fargo June 2013 - December 2013
Telerent Leasing Corporation February 2013 - June 2013
Mas Tec September 2012 - January 2013
Reliable Water Services May 2011 - August 2011
Skills
Financial Reporting, Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word, Financial Accounting, Internal Controls, QuickBooks, PowerPoint, Accounts Payable, Bookkeeping, Accounts Receivable, Account Reconciliation, General Ledger, Customer Service, IFRS, Analysis, Pivot Tables, Peachtree, Great Plains Software, Finance, Journal Entries, Bank Reconciliation, Spreadsheets
Education
Campbell University 2010 — 2013
Bachelor's degree, Accounting and Finance
North Carolina State University 2005 — 2010
Physics
Wells Fargo June 2009 - Present
Wachovia, A Wells Fargo Company June 2007 - June 2009
Wachovia January 2006 - June 2007
Wachovia May 2003 - January 2006
Skills
Early Talent Recruiting, Analysis, Metrics Reporting, Diversity & Inclusion, Diversity Recruiting, Internships, Graduate Entry, Program Management, Process Management, Leadership Development, Organizational..., Onboarding, Talent Acquisition, Recruiting, Technical Recruiting, Human Resources, Leadership, SDLC, Succession Planning, Talent Management, College Recruiting
Education
Campbell University 1996 — 2000
Bachelor, Communications
William Byrd 1993 — 1996
BB&T February 2013 - Present
Wells Fargo January 2012 - February 2013
Synovus May 2009 - January 2012
Gateway Bank & Trust Company, Inc October 2005 - May 2009
SunTrust / Central Carolina Bank August 2000 - October 2005
United States Navy and The United States Marine Corps November 1984 - December 1991
Skills
Commercial Banking, Portfolio Management, Investment Banking, Private Banking
Education
Campbell University 1996 — 1998
MBA, Finance
East Carolina University 1990 — 1992
Bachelor of Arts, Economics
Fire Engine RED August 2015 - Present
Wells Fargo March 2013 - January 2015
Wells Fargo February 2011 - March 2013
Wells Fargo March 2010 - March 2011
Wachovia May 2008 - August 2008
Skills
Trust Services, Wealth Management..., Wealth Management, Retirement Planning, Estate Planning, Strategic Financial..., Trust Management, Investment Advisory, Wealth, Private Banking, Mutual Funds, Personal Financial..., Investment Management, Financial Planning, Writing, Sales, Healthcare, Nonprofits, Grants, Business Planning, Project Management, Editing, Quality Assurance, Contractual Agreements, Proposal Writing, Sales Support Tools, CRM, Marketing, Telecommuting, Associated Press style
Education
East Carolina University 2012 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.5
Wake Technical Community College 2009 — 2009
Certificate, Emergency Care Attendant (EMT Ambulance), Passed
Campbell University 2007 — 2009
Bachelor of Business Administration (BBA), Trust and Wealth Management, Minor in Financial Planning, 3.143
Wake Technical Community College 2005 — 2007
Associate of Arts (A.A.), College Transfer, 3.277
Nemours April 2015 - Present
Citizens Bank August 2013 - October 2014
Mortgage December 2012 - August 2013
TD November 2011 - December 2012
Cooper University Health Care March 2011 - September 2011
Virtua Health May 2007 - December 2010
CVS Health November 2006 - August 2007
Sterling Bank, Mt. Laurel, NJ August 2004 - October 2006
Wells Fargo August 2002 - August 2004
Skills
Data Entry, Sales Operations, Teller Operations, Operational Excellence, Outlook, Retail Banking, Consumer Lending, Customer Service, Microsoft Office, Telephone Skills, Operations Management, Medical Terminology, Microsoft Word, Compliance, HIPAA, PowerPoint, Pharmacy, Software Documentation, Training, BIC Teller, Filing, Time Management, Leadership, Customer Satisfaction, Access, Process Improvement, Healthcare, Critical Thinking, Microsoft Excel, Pyxis, Cpr Certified
Education
Rowan University 2000 — 2002
Bachelor's degree, Criminal Justice/Police Science
Camden County College 1997 — 2000
Associate's degree, Criminal Justice and Corrections
Collingswood Sr Highschool 1994 — 1997
Wells Fargo January 2009 - May 2011
InQuira October 2007 - May 2008
Actuate Corporation June 2005 - February 2007
NexTag.com December 2004 - April 2005
Gap Inc November 2000 - January 2001
Gap Inc. August 2000 - November 2000
Skills
Analysis, Time Management, Salesforce.com, Sales, Strategic Partnerships, CRM, Enterprise Software, Solution Selling, Business Development, Leadership, Cloud Computing, SaaS, Start-ups, Lead Generation, Customer Service, Business Intelligence, Sales Operations, New Business Development, Sales Management, Sales Process, Marketing, Social Networking, Microsoft Office
Education
Skyline College 2013 — 2015
Legal Studies, General
University of California, Davis 2002 — 2004
Cañada College 2000 — 2002
Trust Company of North Carolina September 2015 - Present
BB&T October 2011 - August 2015
Wells Fargo 2005 - 2011
Skills
Investments, Fiduciary, Wealth Management, Banking, Retirement Planning, Portfolio Management, Financial Planning, Asset Management, Risk Management, Estate Planning, Financial Analysis
Education
Campbell University
Bachelor of Business Administration (BBA) Trust and Investment Management, Minor Financial Planning
Campbell University
Master of Business Administration (MBA)
Maxus Plan Solutions May 2015 - Present
Wells Fargo September 2013 - May 2015
The Newport Group October 2010 - September 2013
First Citizens Bank February 2009 - October 2010
First Citizens Bank February 2008 - January 2009
Skills
401k, Retirement Planning, Retirement, Mutual Funds, ERISA, Relationship Management, Defined Contribution, Financial Services, Employee Benefits, Customer Service, Customer Retention, Customer Support, Confidential Documents, Client Confidentiality, Microsoft Office, Organization, Process Improvement, Sales Process, Work Well Independently, Benefits Administration, Pensions, Deferred Compensation, Resourceful..., Leadership, Investments, Asset Management
Education
Campbell University 2007 — 2008
MBA, Business Administration
Campbell University 2003 — 2007
BBA, Trust & Wealth Management
Wells Fargo May 2015 - Present
Southern Village Swim and Tennis Club 2014 - 2014
High Point Country Club June 2011 - August 2013
Skills
Coaching, Public Speaking, Customer Service, Teamwork
Education
Campbell University 2011 — 2015
BBA, Trust and Wealth Management, Minor, Financial Planning, Business
Susquehanna Bank July 2014 - Present
Wells Fargo February 2014 - July 2014
Address Our Mess March 2013 - February 2014
Citizens Bank May 2010 - March 2013
TD Bank Group February 2004 - May 2010
Bank of America December 2001 - February 2004
Skills
Genuine Leadership..., Leadership Mentoring, Large Group Facilitation, Coaching, Leadership, Team Building, Performance Management, Management, Training, Process Improvement, Team Leadership, Employee Training, Time Management, Change Management, Recruiting, Employee Relations, Leadership Development, Analysis, Graphic Design, Creative Writing, Email Marketing, Customer Service, Public Speaking, Branch Banking, Banking, Retail Banking, Loans, Sales, Credit, Consumer Lending
Education
Camden County College 2011 — 2015
Pope Paul VI High School 1997 — 2001
Charles W Lewis Middle School
Wells Fargo May 2013 - Present
First Citizens Bank and Trust Company, Inc. July 2011 - May 2013
SunTrust Bank January 2006 - April 2011
Wells Fargo November 2004 - December 2005
Wachovia November 2000 - November 2004
Skills
Estate Planning, Trust Services, Trust Management, Relationship Management, Wealth, Wealth Management, Private Banking, Portfolio Management, Wealth Management..., Investments, Financial Planning, Financial Services, Financial Advisory, Credit, Loans, Risk Management, Mortgage Lending, Retirement Planning
Education
Campbell University School of Law 1996 — 1998
Doctor of Law (J.D.)
Chicago-Kent College of Law, Illinois Institute of Technology 1995 — 1996
Juris Doctor (J.D.)
Centre College 1991 — 1995
Bachelor of Arts (B.A.), International Relations and Affairs
Mind Games Management LLC January 2011 - Present
Wells Fargo November 2009 - Present
Paciugo Gelato October 2005 - September 2009
Bechtel Corporation October 2005 - March 2008
Skills
Talent Acquisition, HR Policies, Customer Service, Banking, Leadership, Team Building, Microsoft Excel, Microsoft Office, Strategic Planning, Deferred Compensation, Strategy, Human Resources, Budgets, Payroll, Forecasting, Project Management, Cross-functional Team..., Management, Coaching, Employee Benefits, Training, Project Planning, Recruiting, Performance Management, Employee Relations, Team Leadership, Time Management, Process Improvement, Vendor Management, Onboarding, Applicant Tracking..., Negotiation, Operations Management, Sales, Sourcing, Outlook, Retail, Employee Engagement, College Recruiting, Hiring, Workforce Planning, Interviews, HRIS, Program Management, Talent Management, Personnel Management, Contract Negotiation, PeopleSoft, Benefits Administration
Education
University of Phoenix 2011 — 2013
Master's degree (MM), Management
University of Phoenix 2003 — 2005
BSB/M, Management
Camden County College 2000 — 2003
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Westford College of Real Estate 2010 — 2010
Home Federal Bank December 2014 - Present
Security National Bank of SD February 2011 - December 2014
Wells Fargo October 2002 - February 2011
Skills
Risk Management, Recruiting, Team Building, Banking, Coaching, Credit, Sales, Finance, Loans, Financial Risk, Customer Service, Time Management, Cross Selling, Retail Banking, Consumer Lending, Loan Origination, Portfolio Management, Credit Risk, Refinance, Relationship Management, Branch Banking, Lines Of Credit, Branch Management, Deposits, Credit Cards, Home Equity Loans, Home Equity Lines of..., Financial Advisory, Private Banking, Operational Risk, AML, Internet Banking, Core Banking, Loan Servicing, Leadership, Management, Program Management, Strategy, Customer Satisfaction, Marketing, Credit Analysis, Strategic Planning
Education
Campbell University 1999 — 2002
Bachelor of Business Administration (BBA)
Northern State University 1997 — 1999
Economics and Finance
Regions Financial Corporation December 2014 - Present
Regions Financial Corporation-Management Associate Program June 2014 - November 2014
Wells Fargo June 2013 - August 2013
Campbell University August 2009 - August 2013
Wells Fargo June 2012 - August 2012
Latham Park Tennis Center June 2007 - August 2011
Skills
Wealth Management, Spanish, Asset Management, Management, Training
Education
Campbell University 2009 — 2014
BBA, Trust and Wealth Management
Campbell University 2009 — 2014
Master of Business Administration (MBA), Business
Campbell University 2009 — 2014
Minor, Financial Planning
First Citizens Bank March 2010 - Present
Wells Fargo June 2009 - March 2010
U.S. Trust July 2005 - April 2009
U.S. Trust July 2004 - July 2005
Skills
Wealth Management, Relationship Management, Fiduciary Management, Estate Planning, Trust Management, Private Banking, Investments, Portfolio Management, Risk Management, Asset Management, Banking, Strategic Financial..., Wealth Management..., Retirement Planning, High Net Worth..., Financial Advisory, Trusts, Wealth
Education
Campbell University 1998 — 2003
Bachelor of Business Administration (B.B.A.), Trust and Investment Management
Campbell University 1998 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
Wells Fargo May 2014 - Present
City of Raleigh March 2008 - April 2014
Wachovia Bank September 2006 - March 2008
Lipson, Zywicki, Williams and Perry, LLC May 2005 - July 2006
Skills
Cash Management, Treasury Services, Financial Reporting, Risk Management, Investments, Fixed Income, Portfolio Management, Banking, Due Diligence, Analysis, Asset Management, Securities
Education
Campbell University 2004 — 2006
MBA, Finance
Campbell University 2001 — 2004
BBA, Trust and Investment Management
Wells Fargo May 2014 - Present
Merrill Lynch May 2012 - August 2012
Skills
Banking, Wealth Management, Asset Management, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Campbell University 2009 — 2014
Master's Degree, Business Administration and Management
U.S. Trust March 2014 - Present
Wells Fargo May 2011 - March 2014
U.S. Trust June 2010 - August 2010
U.S. Trust June 2009 - August 2009
Skills
Wealth Management, Teamwork, Accounting, Investments, Retirement Planning, Management
Education
Campbell University 2006 — 2011
Master of Business Administration, Finance
Campbell University 2006 — 2011
BBA, Trust & Wealth Management
Wells Fargo June 2010 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
Campbell University 2005 — 2010
Master of Business Administration (M.B.A.), Bachelor of Business Administration (B.B.A.), Trust & Wealth Management, Financial Planning
Wells Fargo June 2013 - Present
Campbell University August 2012 - December 2012
Wells Fargo June 2012 - August 2012
MJE TeleStructure LLC May 2010 - December 2010
Skills
Microsoft Office, Research, PowerPoint, Public Speaking, Budgets, Banking, Analysis, Risk Management, Investments
Education
Campbell University 2009 — 2013
BBA, Trust and Wealth Management, Senior
Wells Fargo June 2013 - Present
US Trust June 2012 - August 2012
US Trust June 2011 - August 2011
Skills
Wealth Management, Estate Planning, Retirement Planning, Asset Managment, Wealth Management..., Asset Management, Strategic Financial...
Education
Campbell University 2011 — 2013
Master of Business Administration (MBA)
Campbell University 2008 — 2013
Trust and Wealth Management
Wells Fargo March 2015 - Present
Wells Fargo September 2013 - February 2015
TruWealth Strategies March 2013 - September 2013
PNC July 2011 - December 2012
United States Marine Corps June 2004 - November 2011
Merrill Lynch June 2010 - August 2010
Waddell and Reed June 2008 - April 2010
Skills
Strategic Financial..., Business Planning, Practice Management, Wealth Management, Retirement Planning, Investments, Portfolio Management, Financial Analysis, Asset Managment, Estate Planning, Asset Allocation, Insurance, Finance, Succession Planning, Risk Management, Trust Services, Trust Management, Charitable Trusts, Investment Strategies, Investment Advisory, Alternative Investments, Financial Statement..., Equities, Financial Advisory, Charitable Gift Planning, Charitable Gift..., Charitable Remainder..., Philanthropy, Investment Management, Wealth, Fiduciary Services, Trust Taxation, Taxation of Trusts, Income Tax, Employee Benefits, Grants, Grant Reviewing, Hedge Funds, Life Insurance, Mutual Funds, Series 63, Scholarships, Private Foundations, Financial Planning, Securities, Financial Services, Trusts, Retirement, Asset Management
Education
Webster University 2011 — 2012
Masters of Business Administration, Finance, 3.7/4.0 Scale
Campbell University 2009 — 2011
Bachelors of Science, Trust and Wealth Management, GPA in Major: 3.8/4.0 Academic Honors: Magna Cum Laude
Coastal Carolina Community College 2006 — 2008
Associate, AA in the Arts, Business Focus
Cheraw High School 2000 — 2004
High School Diploma, General Studies
SunTrust Private Wealth Management September 2011 - Present
Wells Fargo May 2004 - September 2011
BB&T November 2001 - May 2004
Skills
Coaching, Music
Education
Campbell University 1996 — 1997
MBA, Business
Campbell University 1992 — 1997
Bachelor of Arts, Trust Management
Abbot Downing, A Wells Fargo Business August 2015 - Present
Abbot Downing, A Wells Fargo Business October 2014 - July 2015
Wells Fargo June 2012 - October 2014
Applebee's November 2007 - March 2014
US Trust June 2011 - August 2011
US Trust June 2010 - August 2010
First Citizens Bank May 2009 - August 2009
Skills
Trust Management, Finance, Investments, Financial Planning, Retirement Planning, Wealth Management
Education
Campbell University 2007 — 2012
MBA & BBA, Trust and Wealth Management
ABA Fiduciary Graduate Program
GMH Mortgage Services LLC May 2009 - Present
Wells Fargo Retail Division August 2007 - February 2009
Wells Fargo December 2002 - February 2009
Wells Fargo Home Mortgage Wholesale Division April 2003 - August 2007
Wells Fargo Home Mortgage Retail Division December 2002 - April 2003
underwriters September 2001 - December 2002
Cendant Mortgage Wholesale Division June 1999 - September 2001
Cendant Mortgage Wholesale Division January 1997 - June 1999
Cendant Mortgage Wholesale Division January 1995 - January 1997
Cendant Mortgage Wholesale Division January 1994 - January 1995
Skills
Credit, Mortgage Lending, FHA, Loans, Underwriting, FHA financing, VA loans, Loan Origination, Refinance, Mortgage Banking, Mortgage Underwriting, Banking, Credit Analysis, VA Loans, FHA Financing, Residential Mortgages
Education
Camden County College 1987 — 1990
business
Highland Regional High School 1983 — 1987
Camden County College
New Jersey School of Real Estate
Wells Fargo June 2015 - Present
U.S. Trust June 2014 - August 2014
BB&T June 2013 - August 2013
Bullard Furniture May 2012 - August 2012
Skills
Investments, Wealth Management, Accounting, Financial Services, Teamwork, Time Management
Education
Campbell University 2013 — 2015
Master of Business Administration (MBA)
Campbell University 2010 — 2015
BBA in Trust & Wealth Management Pre-Law
First Citizens Bank May 2014 - Present
First Citizens Bank May 2013 - May 2014
Wells Fargo May 2012 - August 2012
Skills
Time Management, Wealth Management, Finance, CSS, Microsoft Excel, Customer Service, Asset Management
Education
Campbell University 2009 — 2014
Master of Business Administration (MBA), Bachelor of Business Administration (BBA) in Trust & Wealth Management
Holly Springs High School 2005 — 2009
Wells Fargo May 2013 — Present
Kingdom Knock August 2004 — Present
Infovisa August 2012 — January 2013
Wells Fargo March 2011 — June 2012
BB&T October 2007 — March 2010
Aon May 2004 — March 2007
Invesco US January 2001 — June 2003
Skills
Blockchain Technology, Python, Estate Planning, Financial Planning, Trust Management, Executive Benefit..., Wealth Management, Trust Services, Record Keeping, Qualified Retirement..., Non-Qualified Deferred..., Economics, Retirement Savings, Retirement Planning, Administration, Customer Service, Social Media, Music Production, Event Planning, Social Networking, Hip Hop, Coaching, Microsoft Office, Social Media Marketing, Music, Public Speaking, Music Industry, Leadership, Public Relations, Team Building, Event Management, Management, Training, Microsoft Word
Education
Campbell University, Lundy-Fetterman School of Business 1993 — 1998
Bachelor of Business Administration (B.B.A.), Trust Management
University of Michigan - School of Information 2018 — 2018
Python Programming
Wells Fargo Advisors February 2013 - Present
Wells Fargo November 2006 - January 2013
Wells Fargo February 2002 - October 2006
Wells Fargo August 1997 - January 2002
Wells Fargo December 1993 - August 1997
Wells Fargo June 1990 - December 1993
Skills
Business Intelligence, Leadership, SDLC, Business Analysis, Data Warehousing, Banking, Vendor Management, Requirements Analysis, Requirements Gathering, Process Improvement, Risk Management, Visio, Program Management, Project Management, Business Requirements, Analytics, Software Project..., Financial Services, IT Strategy, PMO, Business Process...
Education
Campbell University 1987 — 1989
Bachelor of Business Administraion, Major in Computer Information Systems, Minor in Marketing
Wells Fargo August 2015 - Present
Wells Fargo June 2011 - August 2015
Wells Fargo July 2009 - August 2015
Wachovia, A Wells Fargo Company June 2005 - July 2009
Wachovia, A Wells Fargo Company December 1997 - June 2005
Office of the Comptroller of the Currency June 1981 - December 1997
Skills
Banking, Risk Management, Wealth Management, Financial Risk
Education
Campbell University 1977 — 1981
SunTrust Bank June 2013 - Present
SunTrust Bank October 2009 - June 2013
SunTrust Bank June 2004 - October 2009
Wells Fargo March 2000 - October 2004
SunTrust Bank October 2003 - June 2004
Wells Fargo 2000 - 2001
Wells Fargo June 1997 - March 2000
Skills
Product Management, Forecasts and Budgeting, Project Management, Strategic Planning, Product Development, Sales Consulting, Risk Management and..., Product Training, Team..., Customer Service, Budgets, Banking, Management, Forecasting, Payments, Treasury Management, Risk Management, Process Improvement, Strategy, Mergers & Acquisitions, Analysis
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2009
MBA, Business Administration and Management, General
Campbell University 1994 — 1997
Bachelor of Business Administration (BBA), Trust Management/Financial Planning
Wells Fargo February 2011 - Present
Capital Bank July 2005 - February 2011
Capital Bank April 2007 - August 2008
Education
Campbell University 2003 — 2006
MBA
University of North Carolina at Chapel Hill 1995 — 2000
Wells Fargo Home Mortgage ConsultantWells Fargo Home MortgageFebruary 2006 - December 2007
Education
Camden County College 1977 — 1978
Speedway Children's Charities August 2009 - Present
One World Motorsports Group December 2008 - Present
Front Edge Marketing, LLC August 2010 - September 2012
Katwood Mulch August 2005 - September 2006
Wall Street Capital August 2001 - June 2003
Wells Fargo September 1997 - June 2001
Skills
Event Management, Sports Marketing, Sponsorship Sales, Sponsorship, Sports, Event Planning, Finance Consulting, Financial Markets, Financial Accounting, Private Banking, Investment Strategies, Business Valuation, Commercial Lending, Human Resources, Strategic Forecasting, Planning Budgeting &..., Excel models, PowerPoint development, QuickBooks, Accounts..., Balance Sheet, General Ledger, Motorsports, Integrated Marketing, Marketing Strategy, Strategy, Brand Awareness, Advertising
Education
Campbell University 1985 — 1989
Bachelor, Business Administration
NewBridge Bank February 2015 - Present
J.L. Powell & Co., INC. May 2014 - Present
Capital Bank (Capital Bank Financial Corp.) October 2012 - May 2014
Wells Fargo June 2012 - October 2012
RBC Bank March 2007 - May 2012
Carolina First Bank October 2003 - March 2007
Wachovia Bank March 2001 - October 2004
Central Carolina Bank April 1999 - March 2001
Ellington-Brim Chevrolet May 1996 - April 1999
Skills
Credit Analysis, Mortgage Lending, Credit, Loans, Commercial Lending, Small Business Lending, Loan Origination, Banking, Consumer Lending, Commercial Banking, Underwriting, Mortgage Banking, Refinance, Retail Banking, Credit Risk, Portfolio Management, Residential Mortgages, Lines Of Credit, Customer Service, Risk Management, Finance, Financial Analysis, Commercial Mortgages, FHA, Construction Loans, Management, Sales, Investments
Education
Campbell University
Master of Trust and Investment Management
Campbell University
Master of Business Administration (MBA), Finance, General
University of North Carolina at Wilmington 1992 — 1996
BS, Marketing
Bank of America June 2015 - Present
Wells Fargo June 2014 - June 2015
Bank of America December 2013 - June 2014
Wells Fargo August 2012 - October 2013
Ally Financial Inc. December 2010 - February 2012
Wells Fargo September 2010 - December 2010
Lowe's October 2008 - September 2010
Bank of America July 2008 - October 2008
Wachovia, A Wells Fargo Company September 2007 - June 2008
Shawmut Design and Construction January 2005 - February 2007
Skills
SharePoint, Process Improvement, Business Analysis, Quality Assurance, Visio, Program Management, MS Project, Business Process, Software Documentation, Training, Human Resources, SDLC, Project Management, Project Planning, Organizational..., PMO, Management, Budgets, Leadership, Testing, Governance, Change Management
Education
Cambridge College 2005 — 2007
MA, Organizational Development
Wells Fargo 2006 - Present
Wachovia Bank April 2000 - October 2006
Education
Campbell University 1992 — 1996
BS, Political Science
Universal Developing November 2008 - August 2013
GlobalFluency March 2006 - June 2007
GlobalFluency December 2004 - June 2007
GlobalFlucnecy December 2004 - April 2006
eWorld Partners July 2003 - December 2004
Hallisey & Johnson January 2002 - July 2003
Wells Fargo January 2000 - January 2002
Skills
Recruiting, Interviews, Outlook, Public Speaking, Team Leadership, Business Development, Strategy, Customer Service, Accounts Receivable, Social Media, Invoicing
Education
Cañada College
Associate's Degree, History
Wells Fargo 1987 - Present
Skills
Brokerage, Disposition, Real Estate Economics, Valuation, Real Estate Transactions, Real Estate Development, Asset Management, Investments, Corporate Real Estate, Commercial Real Estate, Contract Negotiation, Investment Properties, Loans, Real Estate, Mergers & Acquisitions, Negotiation, Due Diligence, Leases, Real Estate Financing, Property Management, Location Intelligence, Underwriting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1993
MBA
Campbell University 1983 — 1987
BBA, Trust Management
Wells Fargo April 2010 - Present
Wells Fargo (Wachovia) May 2008 - April 2010
Wachovia December 2003 - April 2008
Wachovia February 2001 - November 2003
Wachovia June 1999 - January 2001
Skills
SDLC, Agile Methodologies, Software Development, HTML, Web Development, Java Enterprise Edition, Web Services, XML, Tomcat, JSP, Ant, Java, Servlets, Enterprise Architecture, Business Analysis, IIS, Vendor Management, SharePoint, Microsoft SQL Server, SOA
Education
Campbell University 1998 — 1999
Master of Business Administration (M.B.A.)
Campbell University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Minnieland Academy March 2015 - Present
Independent Contractor June 2014 - Present
Wells Fargo November 2014 - March 2015
Aflac January 2014 - June 2014
Mary Kay Cosmetics March 2012 - January 2014
Senior Healthcare, LLC October 2013 - December 2013
Senior Healthcare, LLC July 2013 - October 2013
Self-Employed February 2013 - July 2013
Self-Employed November 2012 - February 2013
Hanover Friends Evangelical Church June 2008 - June 2012
Skills
Classroom Instruction, Curriculum Design, Lesson Planning, Teaching, Databases, Spreadsheet Design, Event Management, Scheduling, Internet Research, Payroll Processing, MS Office Suite, Desktop Publishing, PeopleSoft, People Skills, Team Oriented, Accounts Payable, Invoice Processing, Data Entry, Research, Direct Sales, Inventory Accuracy, Microsoft Office, Spreadsheets, Team Leadership, Payroll, Classroom, Event Planning, Team-oriented, Software Documentation, Training, Online Research, Process Scheduler, Leadership, Retail, Marketing, Sales
Education
Alison University 2013 — 2013
Diploma Program, Nursing and Patient Care
Camden County College 1990 — 1996
Associate of the Arts, Communications
Pennsauken High School 1986 — 1990
High School Diploma, General Studies
Leader Communications, Inc. October 2014 - Present
Express Employment Professionals 2012 - 2014
Foundation Surgery Affiliates April 2006 - 2011
Wells Fargo 2001 - 2006
Skills
Customer Service, Healthcare, Process Improvement, Microsoft Excel, Medical Billing, Budgets, Microsoft Word, Healthcare Management
Education
Cameron University
Bachelor of Business Administration (BBA), Major in Finance
Wells Fargo October 2012 - Present
Wells Fargo October 2011 - October 2012
Premier, Inc. November 2009 - October 2011
Wells Fargo Advisors February 2009 - August 2009
Wells Fargo Advisors September 2007 - February 2009
Skills
SDLC, Business Analysis, Visio, Process Improvement, Risk Management, Access, Quality Assurance, SharePoint, Requirements Analysis, MS Project, Project Management, Project Planning, Leadership, PMO, Requirements Gathering, Vendor Management
Education
Campbell University 2006 — 2007
Masters, Business Administration
Campbell University 2002 — 2006
Bachelor's Degree, International Business
Wells Fargo May 2013 - Present
Wells Fargo 2013 - 2014
CompuCom June 2005 - May 2013
Getronics, Inc. 1997 - June 2005
Euro-American Group, Inc. 1994 - 1997
Skills
Servers, Troubleshooting, Technical Support, Hardware, Software Installation, Operating Systems, Printers, Laptops, Help Desk Support, Routers, Vendor Management, TCP/IP
Education
Strayer University 2011 — 2014
Bachelors of Science: Information Systems, Computer Programming, 3.75
Camden County College 2009 — 2009
Visual Basic .NET ASP 2.0 Programming
Camden County College 2006 — 2006
Introduction to Visual Basic.NET
Colorado Computer Training Institute, 1999 — 1999
Introduction to Cisco Routers
Netrain 1999 — 1999
Training for MCSE Certification
Compaq Training, Boston 1998 — 1998
Compaq Training, Boston
Tech Data 1998 — 1998
NT4.0 Core
Getronics 1997 — 1997
ISO 9000 Quality System Course
Netcom 1995 — 1995
CNE/CNA Certification Course
St. Michaels School Brooklyn, NY.
Wells Fargo June 2014 - Present
Wells Fargo June 2010 - June 2014
Kristy Meares Sides Attorney at Law March 2009 - June 2010
Ward and Smith, P.A. August 2006 - March 2009
Skills
Asset Protection, Wealth Management, Wills, Trusts, Estate Planning, Litigation, Succession Planning, Business Formation
Education
Wake Forest University School of Law
JD
Campbell University
Master of Business Administration (MBA)
Campbell University
BBA, Trust Management and Financial Planning
Wells Fargo March 2014 - October 2014
National Black MBA Association July 2012 - March 2014
PILOT Services.org July 2012 - October 2012
TD September 2011 - April 2012
Msa food market September 2010 - September 2011
Rowan University January 2010 - August 2010
Skills
Accounts Payable, Financial Statements, Accounting, Financial Reporting, Internal Controls, Auditing, Internal Audit, Financial Analysis, Budget, Microsoft Excel, Microsoft Word, Account Reconciliation, General Ledger, Bank Reconciliation, Journal Entries, Accounts Receivable, Financial Accounting, QuickBooks, PowerPoint, Inventory Management, Managerial Finance, Cash Management, Customer Service, GAAP, Cash Flow, Data Analysis, US GAAP, Revenue Recognition, Project Management, Cost Accounting, SAP, Strategic Financial..., Sarbanes-Oxley Act, IFRS, Research, Invoicing, Budgets
Education
Rowan University 2008 — 2011
Master's degree, Accounting and Business/Management
Camden County College 2008 — 2009
Institute Of Management (IIM)
Bachelor of Science, Cotonou /BENIN; Audit & Finance
Reliance Trust Company an FIS Company January 2015 - Present
Wells Fargo June 2010 - December 2014
Education
Campbell University 2005 — 2010
Master of Business Administration (M.B.A.)
Campbell University
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management
Wells Fargo June 2013 - Present
U.S. Trust, Bank of America Private Wealth Management July 2010 - June 2012
U.S Trust, Bank Of America, Private Wealth Management June 2009 - August 2009
Northwestern Mutual August 2008 - May 2009
Skills
Estate Planning, Investments, Wealth Management, PowerPoint, Strategic Financial..., Asset Allocation, Insurance, Retirement Planning
Education
Campbell University 2006 — 2010
Bachelor of Business Administration (BBA), Trust and Wealth Management
BB&T April 2015 - Present
Bank of America November 2012 - March 2015
Wells Fargo June 2011 - November 2012
Skills
Wealth Management..., Wealth Management, Trust Services, High Net Worth..., Retirement Planning, Private Banking, Estate Planning, Investment Management, Banking
Education
Campbell University 2006 — 2011
Masters in Business Administration, BBA in Trust and Wealth Management
Colorado Springs Marriott September 2010 - Present
Colorado Springs Marriott February 2005 - September 2010
Wells Fargo February 2001 - October 2004
Microtel Inn and Suites February 1998 - September 2000
Sheraton Colorado Springs May 1996 - February 1998
Split Rock Resort January 1990 - April 1996
Skills
Hospitality, Forecasting, Customer Service, Hotels, Hospitality Industry, Revenue Analysis
Education
Pikes Peak Community College 2001 — 2003
Applied Science, Accounting
Camden County College 1991 — 1993
A/S - Accounting, Accounting and Tax
Pocono Mountain High School 1988 — 1989
High School Diploma, General, 12
American Community School - Athens Greece 1986 — 1988
General Studies
Parents Coopertive Schools - Jeddah, Saudi Arabia 1974 — 1985
Grade School, General Studies
Wells Fargo June 2013 - Present
TEK Systems June 2011 - Present
Silkroad technology November 2006 - April 2011
Skills
Agile Methodologies, Microsoft SQL Server, Quality Assurance, SDLC, SQL
Education
Campbell University 1986 — 1988
MBA
Wells Fargo January 2011 - Present
Wachovia August 1993 - January 2011
Education
Campbell University 1990 — 1993
Bachelor of Business, Trust Administration / Financial Planning
Wells Fargo March 1978 - Present
Education
Marshall High School 1967 — 1971
Campbell University
Trust Administration
TIAA-CREF August 2013 - Present
Wells Fargo August 2009 - November 2013
wells fargo November 2009 - October 2012
Skills
Credit, Banking, Mortgage Lending, Sales, Loans, Finance, Portfolio Management, Investments, Credit Analysis, Risk Management, Commercial Banking, Consumer Lending, Insurance, Small Business Lending, Relationship Management, Call Centers
Education
Campbell University 2002 — 2005
Electronic Systems Inc August 2012 - Present
EvoSheild Canes 2010 - Present
Wells Fargo February 2007 - May 2012
Wells Fargo Retail Finance 2008 - 2012
QVC 2004 - 2006
Skills
Managerial Finance, Managerial, Office Administration, Office Management, Microsoft Office, Team Leadership, Team Management, Organizational..., Organization, Training Delivery, Highly responsible
Education
Norfolk State University 2001 — 2003
BS, Exersice Science / Physical Education
Campbell University 1999 — 2001
Physical Education / Exercise Science
Poquoson High School 1996 — 1999
Wells Fargo 2004 - 2008
Education
Cameron University 2012 — 2014
Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
The Art Institute of Houston May 2014 - Present
Lone Star College August 2011 - Present
Texas Workforce Commission November 2008 - May 2014
Wells Fargo August 2006 - July 2008
Department of Veterans Affairs April 1998 - January 2000
US Army March 1993 - April 1998
Skills
Government, Policy, Policy Analysis, Public Policy, Higer Education Educator, Community Outreach, Public Speaking, Microsoft Office, Research, Customer Service, Public Administration, Resume Writing, Outlook, Human Resources, IT Technical Support, Office Administration, Non-profit..., Instructor-led Training, Facilitator, Academic Advising, Student Engagement, Academic Administration, Retention Strategies, Data Analysis, Databases, Forecasting
Education
University of Houston-Clear Lake 2009 — 2011
Master's Degree of Fine Arts, English Language and Literature/Letters
Cameron University 1995 — 2000
Bachelor's Dregree of Fine Arts (B.F.A.), English Language and Literature/Letters
FlightSafety International/Savannah January 2011 - Present
FlightSafety International/Savannah January 2011 - Present
1998-2008 January 1998 - January 2008
Wells Fargo January 1998 - January 2008
Wachovia Bank N.A January 1996 - January 2008
Wachovia Bank N.A January 1996 - January 2008
JANET-MARIE GILLAN January 1996 - January 1998
JANET-MARIE GILLAN January 1996 - January 1998
Commerce Bank January 1978 - January 1996
Commerce Bank January 1978 - January 1996
Skills
Aviation, Aircraft, Airlines, Flights, Commercial Aviation, Flight Safety, Airports, Aircraft Maintenance, Aerospace, Avionics, Civil Aviation, Flight Planning, Mortgage Banking, Banking, Mortgage Underwriting, Charter, Software Documentation, Training, Piloting, Airworthiness, Aeronautics, CFI, Helicopters, Maintenance & Repair
Education
Camden County College 1985 — 1989
Associate, Business Administration, 3.98 GPA
Camden County College
Associate, Business Administration
Rutgers University
Rutgers University
TD September 2012 - Present
Wells Fargo June 2011 - September 2012
Wells Fargo November 2007 - May 2011
Skills
Regulatory Compliance, Banking, Sales, Customer Service, Time Management, Finance, Sales Operations, Credit, Microsoft Office, Payments, Communication, Processing, Teamwork, Banking Laws
Education
Rowan University 2010 — 2013
Bachelor of Arts (BA), Communication and Media Studies
Camden County College 2005 — 2009
Freedom Mortgage March 2012 - Present
Wells Fargo August 2010 - October 2011
Skills
Radio, Television, Mortgage Servicing, Film, Radio Broadcasting, Journalism, Advertising, Social Media Marketing, Producing, Public Relations
Education
Camden County College 2004 — 2007
Associate's degree, Communication and Media Studies, 3.0
Richard Stockton College of New Jersey 2007 — 2009
Bachelor's degree, Communication and Media Studies, 3.0
Wells Fargo March 2014 - Present
T-Mobile January 2011 - January 2014
AT&T Mobile Tel June 2008 - March 2010
Skills
Sales, Customer Service, Sales Management, Sales Management...
Education
Camden County College 2005 — 2007
HIGHLAND REGIONAL HIGH SCHOOL 2000 — 2004
DIPOLMA, General Studies
Suntrust Banks Inc April 2012 - Present
Wells Fargo July 2010 - April 2012
Bank of America January 2007 - July 2010
Skills
Asset Management, Strategic Financial &..., Superior Client..., Client Aquisition, Client Retention, Account Development, Analysis, Relationship Management, Project Management, Customer Service, Personal Trust..., Financial Analysis, Estate Planning, Investment Management, Wealth Management, Finance, Risk Management, Banking, Retirement Planning, Financial Planning
Education
Campbell University 2002 — 2006
Trust Management, Financial Planning