Wells Fargo (Wachovia)
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Wells Fargo (Wachovia) Employees
TIAA-CREF 2014 - Present
Wells Fargo Wealth, Brokerage & Retirement 2009 - 2014
Wells Fargo (Wachovia) March 2006 - January 2009
Bank of America January 2003 - March 2006
Bank of America July 1994 - January 2003
Accenture (Andersen Consulting) 1985 - 1994
Education
UNC Kenan-Flagler Business School 2004 — 2005
MBA
Vanderbilt University 1981 — 1985
BA
Randstad USA May 2013 - July 2013
APEX SYSTEMS March 2013 - April 2013
International Software Techniques (IST) July 2012 - August 2012
CBRE January 2009 - May 2011
Time Warner Cable November 2007 - May 2011
Wells Fargo (Wachovia) August 2007 - October 2008
Wells Fargo Securities (Wachovia Securities) January 2006 - August 2007
Wells Fargo Securities (Wachovia Securities) October 2004 - January 2006
SunTrust Bank March 2004 - October 2004
SunTrust Bank September 2002 - March 2004
Skills
Oracle, Beta, Rumba, Casper, Scanners, Einstein, Citrix Metaframe, PeopleSoft, Embossing, 10 Key, IT Strategy, Software Lifecycle, COBOL, Peers, CICS, Energy Star, MS Project, MS Office 365, MS SharePoint, MS Visio, MS InfoPath, MS Dynamics, Cisco, iSeries, MS SQL, MS Access, Teradata, Windows Application, Client Server and..., Java Programming, IBM Microfiche and film, HP Mail sorter, BancTec Check sorter, Document scanners, Postage Machine, MS Excel Pivot Tables, MS Excel, Agile Methodologies, Waterfall, MS Excel VLookups, Strategic Planning, Compass, MS Lync, Lotus Domino..., AS400 system, SAP, Accruals, Accounts Payable, Derivatives, General Ledger
Education
University of Phoenix 2013 — 2014
Master's degree, Information Technology, 3.3
University of Phoenix 2007 — 2011
BS, Criminal Justice Administration
University of Phoenix Online 2005 — 2007
AAS, Information Systems
John Marshall 1983 — 1987
Advanced Diploma, Academic
Bank of America December 2010 - September 2015
Bank of America June 2009 - December 2010
Wells Fargo/ Wachovia August 2008 - June 2009
Mortgage Money Mart, Inc. February 2001 - February 2006
Skills
FHA, Refinance, Loans, Mortgage Lending, Loan Origination, Mortgage Banking, Underwriting, Microsoft Excel, Credit Analysis, Sales, Mortgage Underwriting, Real Estate, Residential Mortgages, Credit, VA Loans, Financial Analysis, Customer Service, USDA, FHA Financing, First Time Home Buyers, Microsoft Office, Training, Finance
Education
Chubb Institute, Cherry Hill, New Jersey 1998 — 1999
Diploma, - Computer Technical Support Program
Union County College
Linden High School 1986 — 1990
Diploma, College Prep
SC Dept. of Revenue July 2015 - Present
Unemployed October 2014 - July 2015
CommunityOne Bank October 2012 - October 2014
CommunityOne Bank August 2010 - October 2014
CommunityOne Bank April 2007 - October 2014
CommunityOne Bank July 2004 - October 2014
Wells Fargo (Wachovia) January 1999 - June 2004
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Risk Assessment, MS Excel, PowerPoint,..., Loan and Credit Review, Process Improvement, Reporting and Compliance, Office Management, Underwriting, Credit, Risk Management, Credit Analysis, Commercial Banking, Commercial Lending, Consumer Lending, Portfolio Management, Finance, Banking, Loans, Small Business Lending, Credit Risk, Loan Origination
Education
North Carolina Wesleyan College 2015 — 2015
Accounting
University of North Carolina at Pembroke 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Sandhills Community College 1997 — 1999
Associate of Science (AS), General Studies
Automatic Data Processing Insurance Agency, Inc. June 2012 - Present
ADP November 2011 - June 2012
ADP July 2011 - November 2011
ADP January 2011 - July 2011
Flextronics April 2010 - February 2011
Wells Fargo/ Wachovia May 2006 - May 2009
Circuit City December 2003 - May 2006
Bain's Deli June 2000 - December 2005
Skills
Employee Benefits, Health Insurance, Workers Compensation, Customer Service, Human Resources, Cold Calling, Salesforce.com, Solution Selling, Sales Process, Lead Generation, Insurance, Inspiration, Direct Sales, Customer Retention, Account Management, PEO
Education
Lehigh Carbon Community College 2004 — 2007
Business Administration and Management, General
Lehigh Career and Technical Institute 2000 — 2004
Certificate, Office System Technologies
Westchester Jewish Community Services October 2014 - Present
The Guidance Center August 2014 - Present
Westchester Community Opportunity Program December 2010 - Present
Wells Fargo (Wachovia) November 2005 - June 2006
Skills
Community Outreach, Nonprofits, Social Services, Mental Health
Education
Fordham University 2011 — 2014
Master's degree, Social Work
University at Buffalo 2007 — 2010
Bachelor of Arts (B.A.), Psychology
Simsbury Bank May 2014 - Present
Simsbury Bank September 2009 - May 2013
Simsbury Bank July 2008 - September 2009
The First National Bank of Litchfield April 2004 - July 2008
Wells Fargo (Wachovia) September 2000 - April 2004
Skills
Loans, Finance, Mortgage Lending, Banking, Credit, Investments, Retail Banking, Consumer Lending, Small Business Lending, Commercial Banking, Commercial Lending, Credit Analysis
Education
CBA Connecticut School of Finance and Management 2011 — 2013
Sacred Heart University
Accenture Credit Services September 2010 - Present
Wells Fargo March 2009 - March 2010
Wells Fargo (Wachovia) December 2007 - February 2009
Wells Fargo (World Savings) June 1995 - November 2007
Skills
Mortgage Lending, Underwriting, Mortgage Banking, Loan Origination, Residential Mortgages, Customer Service, Credit, Risk Management, Loans, Leadership, Credit Analysis, Banking, Training, Credit Risk, Financial Risk
Education
Penn State University
BS, Business/Finance
Teel Appraisal Services April 2009 - Present
Wells Fargo (Wachovia) 2004 - 2009
TMDcreative 2003 - 2004
Rapid Printers of Monterey 2002 - 2003
Halleck Advertising 2001 - 2002
Zuckerman, Fernandes & Partners 1998 - 2001
Education
San Francisco State University 1996 — 2000
BA, Industrial Design
Capital One February 2012 - Present
Wells Fargo (Wachovia) March 2003 - July 2010
Deutsche Bank September 1996 - March 2003
Mellon Bank August 1995 - August 1996
Skills
Enterprise Risk..., Basel II, Internal Audit, CISA, Operational Risk, Operational Risk..., Financial Risk, Risk Management, Banking, AML, Sarbanes-Oxley Act, Credit Risk
Education
Belmont University 1999 — 2000
MBA, Business Adminstration
Trevecca Nazarene University 1996 — 1998
BA, Management & Human Relations
Community College of Allegheny County 1993 — 1995
Assoc Science, Business Management
Structural Components International, Inc. January 2015 - Present
Wells Fargo November 2012 - December 2014
Wells Fargo (Wachovia) December 2005 - November 2012
PricewaterhouseCoopers February 2005 - January 2006
Time Warner Cable April 2003 - January 2005
Duke Energy April 2001 - March 2003
Geotechnics America, Inc. May 1999 - June 2000
Consulting January 1994 - December 1999
Trimworks, Inc January 1993 - December 1993
First Union National Bank September 1988 - December 1992
Skills
Cognos, PeopleSoft, Access, Business Objects, Visual Basic, TaxStream, CorpTax, Oracle Certified DBA, Sun Certified Java..., CPA, CMA, MBA
Education
University of Phoenix 2012 — 2017
Doctor of Management in Organizational Leadership, Information Systems Technology, 3.8
Central Piedmont Community College 1998 — 1999
Associate in Computer Programming, Information Technology
University of North Carolina at Charlotte 1988 — 1992
MBA, Finance
University of North Carolina at Chapel Hill 1980 — 1984
Bachelor of Arts, Economics
Wingate University 1977 — 1980
Associate in Music, Piano & Voice
Wells Fargo & Co November 2012 - Present
Wells Fargo & Company January 2010 - November 2012
Wells Fargo (Wachovia) December 2007 - January 2010
Wells Fargo/ Wachovia January 2005 - December 2007
Wachovia January 2003 - January 2005
HSBC Bank US November 2001 - June 2002
HBOS Treasury Services April 2000 - October 2001
ABN AMRO September 1997 - April 2000
The Bank of Nova Scotia July 1996 - September 1997
Deloitte - Banking Insolvency April 1992 - June 1996
Skills
AML, Banking, Financial Risk, Fraud, Risk Management, OFAC, Due Diligence, Operational Risk, Internal Audit, Risk Assessment, Operational Risk..., Auditing, Bank Secrecy Act, USA PATRIOT Act, Enterprise Risk..., Financial Analysis, Securities, Investment Banking, Capital Markets, Internal Controls, Derivatives, Financial Accounting, KYC, External Audit, Anti Money Laundering, Correspondent Banking, Information Technology
Education
Kingston University 1986 — 1989
BA Hons, Accounting & Finance
Kingston University 1986 — 1989
BA (Hons), Accounting and Finance
Liverpool University 1984 — 1989
mbchb, medicine
STRS 1977 — 1984
High School Diploma, Chemistry, Physics, and Biology
Allen Tate Realtors January 2014 - Present
Allen Tate Realtors June 2013 - January 2014
Lincoln Financial Group (Kelly Staffing Services) June 2012 - January 2013
UNC Greensboro (Kelly Staffing Services) April 2012 - June 2012
Wells Fargo (Wachovia) December 2008 - February 2012
Wells Fargo (Wachovia) October 2005 - December 2008
Wells Fargo (Wachovia) November 2004 - October 2005
Hope Haven Inc 2001 - 2003
Belk Stores Services 1998 - 2001
Skills
Microsoft Office, Excel, Word, PowerPoint, Outlook, Event Planning, Customer Service, Administrative Support, Scheduling, Access, Budgeting, Coordination, Administrative..., Microsoft Excel, Risk Management, Budgets, Sales, Software Documentation, Training, Human Resources, Leadership, Microsoft Word
Education
King's College 1993 — 1994
Diploma, Retail Business Management
Bennett College for Women 1990 — 1992
Retail Business Management
XOOM Energy March 2014 - July 2014
SPX Corporation November 2013 - March 2014
Source Technologies December 2011 - October 2012
Wells Fargo/ Wachovia April 2008 - December 2011
WilcoHess 2005 - 2008
Triad Guaranty Insurance 1998 - 2004
Skills
Vertex, CCH, RIA, Pro System FX, PeopleSoft, Oracle Application..., Accpac, Lawson General Ledger, Mas 90, Sales Tax, ProSystem fx Tax, RIA, Sales & Use Tax..., Tax Research, Use Tax, Property Tax, Auditing, Corporate Tax, Tax, Account Reconciliation, Accounting, Fixed Assets, Financial Reporting, Financial Analysis, Tax Returns, Accounts Payable, State Tax, Sales & Use Tax, US Tax, Internal Audit, Indirect Taxation, Tax Accounting, Finance, CCH Research, Franchise Tax, Tax Law, GAAP
Education
University of North Carolina at Greensboro 1999 — 2001
Accounting
Wachovia Bank Vice President, Wealth ManagementWells Fargo Private Bank1991 - Present
Wells Fargo/ Wachovia 1991 - Present
Wells Fargo 1991 - Present
Education
Eastern Michigan University 1985 — 1990
bbe
State of Connecticut Department of Revenue Services April 2015 - May 2015
Connecticut Public Broadcasting September 2013 - December 2013
A.H. Harris & Sons, Inc. July 2013 - September 2013
Connecticut Public Broadcasting September 2012 - June 2013
United Way of Connecticut June 2009 - October 2011
United Way of Connecticut September 2007 - June 2009
Wells Fargo (Wachovia) August 2006 - June 2007
Duval County Public Schools August 2005 - June 2006
Bank of America April 2005 - July 2005
Skills
Banking, Customer Service, Customer Relations, Customer Support, Customer Engagement, Filing, Research, Communication, Telephone Skills
Education
Charter Oak State College 2014 — 2017
Bachelor’s Degree, Sociology
Capital Community College 2001 — 2004
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
Thomas Snell Weaver High School 2000 — 2001
High School Diploma
Good Will Publishers-Beyond This Day April 2012 - Present
Wells Fargo Corporation-Wachovia Bank January 1995 - March 2012
Wells Fargo-Wachovia January 1995 - March 2012
First Union National Bank 1995 - 2002
Skills
Marketing, Customer Service, Leadership, New Business Development, Finance, Sales, Banking, Marketing Strategy, Small Business, Time Management, Mortgage Lending, Credit, Loans, Relationship Management, Retail Banking, Customer Retention, Customer Experience, Commercial Banking, Account Management, Customer Advocacy, Small Business..., Direct Marketing, Collections, Sales Operations, Marketing Management, Sales Management, Microsoft Word, Microsoft Excel, PowerPoint
Education
Gaston College 1981 — 1982
Business Administration and Management, General
East Gaston
Gaston College
J.P.Morgan Chase December 2010 - Present
Wells Fargo (Wachovia) June 2008 - July 2009
Liberty Savings Bank August 1998 - April 2008
Education
Lake City Community College
Business Administration and Management, General
Santa Fe College
business administration
Tower Hill Insurance Group September 2013 - Present
Tower Hill Insurance Group August 2012 - September 2013
O2Bkids April 2011 - August 2012
Wells Fargo (Wachovia) September 2010 - January 2011
Wells Fargo (Wachovia) August 2009 - September 2010
Wells Fargo (Wachovia) March 2009 - August 2009
Wells Fargo (Wachovia) August 2007 - March 2009
Skills
Underwriting, Leadership, Commercial Lines, Commercial Insurance, Property & Casualty..., Insurance, General Insurance, Customer Service, Casualty Insurance, Professional Liability, Workers Compensation, Sales, Legal Liability, Liability
Education
University of Florida 2000 — 2007
Bachelor's degree, Exercise and Sport Sciences, Business Administration (minor)
Wells Fargo 2008 - Present
Wells Fargo Advisors, LLC 1995 - Present
Wells Fargo July 1988 - Present
Wachovia Corporation 1988 - Present
Wachovia Bank 1988 - Present
Wells Fargo (Wachovia) 1988 - Present
Wachovia / Wells Fargo 1988 - Present
Wachovia Securities 1988 - 2008
Skills
Investments, Series 7, Wealth, Wealth Management, Financial Services
Education
Auburn University 1984 — 1988
BS, Marketing
Universal Lending Corp. March 2008 - Present
Wells Fargo/ Wachovia September 2004 - January 2008
Skills
Residential Mortgages, Loans, REO, Investment Properties, Residential Homes, FHA, Mortgage Lending, Investments, Foreclosures, Short Sales, Loss Mitigation, Appraisals, First Time Home Buyers, Real Estate, HUD
Education
Pomona 1974 — 1977
Reader's Digest Association 2013 - Present
BRTC 2011 - Present
MPayMe (USA) LLC 2012 - 2013
MasterCard January 2009 - 2012
MasterCard May 2001 - January 2009
Wells Fargo (Wachovia) 1998 - 2001
Bank of America 1996 - 1998
CoreStates Bank (Wachovia/Wells Fargo) 1986 - 1996
Skills
Credit Cards, Portfolio Management, Credit, Cards, Product Management, Retail Banking, Vendor Management, Cross-functional Team..., Product Development, Direct Marketing, Customer Relations, Strategic Planning, Debit, Program Management, Payments, Business Strategy, Banking, New Business Development, Account Management, Loyalty Programs, Debit Cards, Prepaid Cards, Cross Selling, Customer Acquisition, Segmentation, Consultative Selling, Product Strategy, Global Business..., Internet Marketing, Mobile Payments, Business Development, Customer Service, Financial Services, E-commerce, CRM, Mobile Commerce, Strategic Partnerships, Selling, E-payments, Strategy, Management, Mobile Devices, B2B, Leadership, Electronic Payments, Public Relations, Payment Systems, Multi-channel Marketing, Payment Card Processing, Customer Retention
Education
University of San Francisco 2012 — 2012
Certification, Integrated Marketing, Mobile Marketing Strategies
Widener University
MBA, Information Management
Rutgers, The State University of New Jersey-New Brunswick
BS, Economics
Synovus Bank August 2013 - Present
Sunrise Bank April 2012 - Present
Sunrise Bank April 2012 - August 2013
BankStaff September 2011 - April 2012
Wachovia, NA May 1986 - May 2008
Wells Fargo/ Wachovia May 1985 - May 2008
Skills
Customer Service, Banking, Credit, Loans, Retail Banking, Commercial Banking, Credit Analysis, Team Building, Consumer Lending, Process Improvement, Team Leadership, Team Management, Trade Finance, Strategic Planning, Branch Banking, Deposits
Education
Kennesaw State University
BBA Degree, Marketing and Sales
Kennesaw State University - Michael J. Coles College of Business
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Roswell High School
Tally Consultant Inc November 2013 - September 2014
Campus Partners September 2012 - October 2013
Robert Gatto Associates (Wells Fargo Advisors) May 2010 - November 2011
The Clearing House (Tally Consulting Inc.) November 2007 - September 2009
Wells Fargo (Wachovia) September 1998 - August 2007
Wells Fargo (Wachovia) January 1990 - August 1998
Skills
SDLC, Process Improvement, Project Management, IT Management, Change Management, Incident Management, Problem Management, IT Service Management, leading project team, Working knowledge of PMP, Working knowledge of..., Working knowledge of..., Solution Implementation, Software Documentation, Testing, Software Development, Management, Cross-functional Team..., PMP, Consulting, Business Analysis, Vendor Management, Information Technology
Education
High Point University 1984 — 1985
BS Business/Economics, Business Management
Automated Financial Systems, Inc. (AFS) August 2015 - Present
JP Morgan Chase December 2010 - May 2015
Wells Fargo (Wachovia) March 2010 - November 2010
Barclaycard US November 2007 - February 2010
GMAC Mortgage November 2004 - October 2007
TechSpan July 2000 - August 2001
Mahindra British Telecom April 1998 - June 2000
Gateway Infosys November 1997 - April 1998
Skills
SDLC, Systems Analysis, Project Management, Software Project..., Business Analysis, Requirements Analysis, Agile Methodologies, Requirements Gathering, User Acceptance Testing, Agile Project Management, Business Requirements, Testing, PMO, Visio, Scrum, Integration, Business Process, Project Delivery, UML, SOA, MS Project, Databases, IT Management, XML, Waterfall, Process Improvement, Software Documentation
Education
Troy University 2002 — 2004
MBA
University of Mumbai 1993 — 1997
B.S.
TIAA-CREF April 2014 - Present
Wells Fargo Bank March 2011 - April 2014
Wells Fargo Bank January 2010 - February 2011
Wells Fargo (Wachovia) September 2006 - January 2010
Datasynapse Inc August 2005 - September 2006
Freddie Mac August 2004 - August 2005
Skills
Architecture, Product Management, Project Management, SOA, Enterprise Architecture, SDLC, Cloud Computing, Solution Architecture, Software Development, Software Project..., Integration, IT Strategy, Virtualization, Business Intelligence, Security, Architectures
Education
Louisiana State University 1995 — 1997
MS, Computer Science
Annamalai University 1991 — 1995
BE, Electrical & Electronics Engineering
Troxell Communications August 2015 - Present
D&H Distributing September 2014 - August 2015
D&H Distributing September 2012 - August 2014
D&H Distributing September 2007 - August 2012
D&H Distributing September 2006 - August 2007
Pulse Weekly September 2004 - February 2006
Goodfellas Ink Screen Printing & Design October 2003 - September 2005
Wells Fargo (Wachovia) January 2004 - August 2004
D&H Distributing December 1998 - January 2000
D&H Distributing November 1997 - November 1998
Skills
Channel Management, Channel Programs, Channel, Consultative Selling, Solution Selling, Account Management, Channel Partners, Complex Sales, Direct Sales, Go-to-market Strategy, ISV, Organization, Partner Management, Product Management, Product Marketing, Resellers, Sales Enablement, Sales Management, Selling, Sales Operations, New Business Development, Sales, B2B, Consumer Electronics, Key Account Management, Strategic Partnerships
Education
Shippensburg University of Pennsylvania 1994 — 1997
Communications - Journalism/Public Relations
HSBC Commercial Banking 2014 - Present
BBVA 2014 - 2014
Virginia National Bank 2011 - 2013
Wells Fargo/ Wachovia 2007 - 2011
Enterprise Holdings 2005 - 2007
Skills
Strategic Planning, Sales Management, Credit, Financial Analysis, Banking, Business Development, Commercial Banking, Loans, Risk Management, Customer Service, Portfolio Management, Management, Relationship Management, Training, Sales
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
BA, Political Science
Euro-World Sounds djALPS parties & events August 2003 - Present
Wells Fargo (WACHOVIA) December 2009 - August 2012
commerce bank September 2005 - December 2009
Vanguard Mutual Funds October 2000 - October 2003
Skills
Banking, Finance
Education
University of North Carolina at Pembroke 1990 — 1995
BA, International Studies Poly Sci
UNCC
Masters, Urban Planning
State Farm 2011 - 2012
Fannie Mae 2003 - 2008
Wells Fargo/ Wachovia 1995 - 2003
Skills
Mortgage Lending, Mortgage Banking, Underwriting, Loans, Credit, Residential Mortgages, Financial Analysis, Credit Analysis, Portfolio Management, Banking, Risk Management, Credit Risk, Loan Origination, Insurance, FHA, Financial Services, Structured Finance, Financial Risk, Securities
Education
University of Minnesota-Twin Cities
Economics
Wells Fargo /Wachovia May 2009 - Present
UNCW 2008 - May 2009
Wachovia Bank 1991 - 2007
Education
University of North Carolina at Greensboro 1989 — 1991
MBA, Business / Finance
University of North Carolina at Chapel Hill 1978 — 1983
BA, Political Science
Wells Fargo/ Wachovia April 2010 - Present
The Chase Manhattan Bank January 2005 - April 2010
Nationwide Insurance July 2007 - July 2008
Education
Medaille College 1988 — 2003
BS, BS,AS, Computer Science, Bus. Mgmt
Wells Fargo 2004 - Present
Wells Fargo (Wachovia) 2002 - 2004
Wells Fargo (Wachovia/First Union) 1998 - 2002
Microsoft 1992 - 1994
Smith & Nephew Orthopaedics 1990 - 1992
Skills
SDLC, Requirements Gathering, Visio, Business Requirements, Business Analysis, SharePoint, Requirements Analysis, SQL, Agile Methodologies, Project Management, Financial Services, Functional..., Process Improvement, Software Documentation, Analytics, Access
Education
Georgia Tech
Certification, Multimedia Production
Everest University-Largo 1990 — 1991
Bachelor's degree, Computer and Information Sciences, General, 3.89
Kalamazoo Valley Community College 1979 — 1981
Associate of Arts and Sciences (A.A.S.), Data Processing, 3.5
Independent 2012 - Present
Wells Fargo May 2010 - September 2011
Wells Fargo (Wachovia) January 2006 - March 2010
Wells Fargo (Wachovia) January 2002 - January 2006
Wells Fargo (Wachovia) March 1998 - January 2002
Bank of America (Nationsbank) June 1996 - March 1998
Sole Practitioner April 1996 - February 1997
C.A. Aziz, P.A. March 1994 - May 1995
Legal Aid Society March 1994 - May 1995
Skills
Process Improvement, Leadership, Six Sigma, Banking, Training
Education
Louis D. Brandeis School of Law at the University of Louisville 1992 — 1995
JD
Duke University 1988 — 1992
BA, Psychology and Literature, Certificate in Women's Studies
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
Vanguard April 2011 - Present
Wells Fargo/ Wachovia January 2008 - July 2010
Wachovia/Wells Fargo January 1999 - January 2008
Wachovia, A Wells Fargo Company January 1992 - January 1999
Education
Queens University of Charlotte 2008 — 2009
Certified Financial Planning
Lenoir-Rhyne University 1969 — 1973
BA, History/Sociology
United Community Bank May 2009 - Present
Wells Fargo-Wachovia 1982 - 2008
Wachovia, A Wells Fargo Company 1996 - 2006
Skills
Small Business Lending, Portfolio Management, Credit Risk, Commercial Lending, Credit, Loans, Banking, Commercial Banking, Credit Analysis, Retail Banking, Lines Of Credit, Loan Origination, Commercial Mortgages, Asset Based Lending
Education
UNC Chapel Hill 1977 — 1979
MBA
Duke University 1972 — 1976
BA, Eoconomics
Wells Fargo (Wachovia) September 2010 - Present
Enterprise Rent A Car April 2006 - August 2009
Enterprise Rent A Car July 2005 - April 2006
Noble Communications April 2003 - April 2004
Education
University of South Florida
South Carolina State University January 2011 - September 2011
South Carolina State University July 2009 - January 2011
Edisto Fork 21st Century Community Learning Center February 2009 - July 2009
Wells Fargo (Wachovia) June 2007 - July 2008
South Carolina State University September 2006 - May 2007
Skills
Microsoft Office, Software Documentation, Payroll, Accounts Payable, Training, Program Management, PowerPoint, Microsoft Excel, Customer Service, Leadership, Microsoft Word, Community Outreach, Outlook, Staff Development, Event Planning, Public Speaking
Education
University of Phoenix 2008 — 2010
Masters of Business Administration, Human Resource Management
South Carolina State University 2000 — 2007
RegEd February 2014 - Present
MAXIMUS June 2012 - December 2013
Eaton April 2008 - June 2010
Wells Fargo (Wachovia) January 2007 - April 2008
Wells Fargo (Wachovia) June 2006 - January 2007
Wells Fargo (Wachovia) August 2002 - June 2006
Skills
Call Centers, Customer Service, Process Improvement, Training, Change Management, Program Management, Performance Management, Workforce Management, Software Documentation, Team Leadership, Management, Project Management, Business Process..., Coaching, Customer Satisfaction
Education
Appalachian State University
Bachelor's Degree, Business Administration and Management, General
First Citizens Bank January 2015 - Present
First Citizens Bank and Trust Company, Inc. September 2012 - 2014
Wells Fargo (Wachovia) April 2002 - September 2012
Skills
Loans, Sales, Management, Banking, Mortgage Lending, Credit
Education
University of South Carolina-Columbia
BS
UnitedHealth Group Processed Medical Claims for network providers using ICD-9 and ICD-10 Coding Guidelines for appropriate financial reimbursement. Provided formal feedback to providers and subscribers detailing claims adjustment requests for denials and resubmissions.Medical CoderUnitedHealth GroupAugust 2009 - August 2015
Walmart March 2009 - August 2009
LOOMIS FARGO November 2008 - August 2009
Wells Fargo (Wachovia) February 2007 - November 2007
Syngenta Crop Protection Inc July 2005 - December 2006
Skills
ICD-9, ICD-10, Database Marketing, Data Processing
Education
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor's degree, Mass Communication/Media Studies