Position:
Vice President Wealth, Brokerage & Retirement at Wells Fargo
Location:
Charlotte, North Carolina Area
Work:
Wells Fargo
- Charlotte, North Carolina Area since Dec 2011
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Vice President Wealth, Brokerage & Retirement
Wachovia/Wells Fargo
Sep 2009 - Dec 2011
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Enterprise Program Manager
Wachovia, A Wells Fargo Company
Sep 2007 - Mar 2010
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Vice President Engagement Manager, Contractor Resource Administration
Wachovia Bank
Mar 2004 - Sep 2007
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Vice President Sr Enterprise Project, Program Manager, Technology Merger Manager
First Union National Bank
Feb 1998 - 2004
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Vice President, Program Manager 1999/2004, Senior Systems Mgr 1998/1999
Signet Bank
1996 - Feb 1998
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VP Cross Corporate MIS
Signet Bank, previously Bank of Virginia
Jan 1988 - 1995
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VP, Head of Technology, Finance and Operations Audit
Signet Bank
1988 - 1990
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Director of Professional Practices
Signet Bank
1985 - 1988
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VP, Chief Financial Officer Signet Investment Corp, Manager Capital Markets Operations
Bank of Virginia
1979 - 1984
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Various
Education:
Virginia Commonwealth University - School of Business 1994 - 1996
MBA
East Tennessee State University 1974 - 1977
BSBA, Real Estate
Michell Junior College 1972 - 1974
AA
Skills:
Risk Management, Change Management, Program Management, SDLC, Process Improvement, Financial Analysis, Requirements Analysis, Banking, Management, Project Management, Business Process Improvement, Finance, Portfolio Management, Quality Assurance, Strategy, Governance, Mergers & Acquisitions, Leadership
Interests:
Family, Flying, Golf, Boating, Travel
Honor & Awards:
2010 Recipient of Wells Fargo Gold Coin Award
Professional Designations:
Certified in the Governance of Enterprise IT (CGEIT)
Certified Internal Auditor (CIA)
Certified Information Systems Auditor (CISA)
Certified Fraud Examiner (CFE)
NASD Series 27 FINOPS
Previously served on Board of Governors of the Institute of Internal Auditors, Board of the Information Systems Audit and Control Association, Central Virginia Chapters