Experience

NorthGroup Real Estate

• United States
• Real Estate
• 200 - 300 Employee

• Realtor

  • Sep 2021 - Present



Allen Tate Companies

• United States
• Real Estate
• 700 & Above Employee

• Real Estate Agent

  • Mar 2016 - Sep 2021



Sonic Automotive

• United States
• Retail Motor Vehicles
• 700 & Above Employee

• Senior Accountant

  • Mar 2014 - Mar 2016



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Business Risk Management / Finance

  • 2009 - 2011

  Wholesale Group - Finance - Teamed within corporate initiative defining impact from new disclosure rule on FIN 46R / FASB 167 (consolidation of variable interest entities) - Analyzed, developed, and configured Access and Excel databases with financial reports. - Worked closely with technical experts to create specific reports by directing them on business specifications and formats - Project was completed by rule adoption window and included quarterly review procedures to… Show more Wholesale Group - Finance - Teamed within corporate initiative defining impact from new disclosure rule on FIN 46R / FASB 167 (consolidation of variable interest entities) - Analyzed, developed, and configured Access and Excel databases with financial reports. - Worked closely with technical experts to create specific reports by directing them on business specifications and formats - Project was completed by rule adoption window and included quarterly review procedures to ensure rule compliance and consistency going forward Show less Wholesale Group - Finance - Teamed within corporate initiative defining impact from new disclosure rule on FIN 46R / FASB 167 (consolidation of variable interest entities) - Analyzed, developed, and configured Access and Excel databases with financial reports. - Worked closely with technical experts to create specific reports by directing them on business specifications and formats - Project was completed by rule adoption window and included quarterly review procedures to… Show more Wholesale Group - Finance - Teamed within corporate initiative defining impact from new disclosure rule on FIN 46R / FASB 167 (consolidation of variable interest entities) - Analyzed, developed, and configured Access and Excel databases with financial reports. - Worked closely with technical experts to create specific reports by directing them on business specifications and formats - Project was completed by rule adoption window and included quarterly review procedures to ensure rule compliance and consistency going forward Show less



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Business Risk Management, AVP

  • 2005 - 2009

  CIB Program Management Office – New Initiatives and Products - Finance - Support ‘Speed to Market’ of all new initiatives or products - Facilitate risk and gap identification - Validate the financial integrity of each proposal - Provide an effective governance process

• Operational Risk Consultant, AVP

  • 2003 - 2005

  Wholesale Operations – Operational Risk Group Facilitate the identification of key financial risks faced by the assigned business units. - Coordinate assigned financial risk management/ measurement/ transfer process across business units. - Prepare required calculations, analyses and/ or periodic reports and statements for area of responsibility. - Consult on financial risk management issues. - Facilitate task forces to address various financial risk management issues and… Show more Wholesale Operations – Operational Risk Group Facilitate the identification of key financial risks faced by the assigned business units. - Coordinate assigned financial risk management/ measurement/ transfer process across business units. - Prepare required calculations, analyses and/ or periodic reports and statements for area of responsibility. - Consult on financial risk management issues. - Facilitate task forces to address various financial risk management issues and implement changes into business unit processes and procedures. Leverage resources and monitor the risk across the (Department) company to ensure adherence to financial risk management guidelines, laws, regulations and/ or internal controls.

• Capital Markets Portfolio Analyst, AVP

  • 1997 - 2003

  Corporate & Investment Banking Manage relationships with brokers, client CEO’s and COO’s, and other financial institutions to track, analyze and sell loans and collect fees for a portfolio of over 200 companies in forest products, textile and utility groups. Specialize in “special situation” client base at risk of bankruptcy. As an internal liaison among Operations, IT and Customer Relations: - Consulted with IT designers to fine-tune and streamline the data base system… Show more Corporate & Investment Banking Manage relationships with brokers, client CEO’s and COO’s, and other financial institutions to track, analyze and sell loans and collect fees for a portfolio of over 200 companies in forest products, textile and utility groups. Specialize in “special situation” client base at risk of bankruptcy. As an internal liaison among Operations, IT and Customer Relations: - Consulted with IT designers to fine-tune and streamline the data base system that tracks corporate loans and ensures accurate capture of fees. Modeled and tested all contingencies to deliver an error-free system that eliminated duplicate information and paper work – and improved the processing time ten-fold. - Researched and recovered over $150k in unpaid fees for utilities department.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Corporate Trust Debt Services Manager, AVP

  • 1995 - 1997

  Interfaced with bond administrators, upper management and operations to oversee the accuracy and timeliness of $1 billion per month in bond payments. Managed 19 employees. - Promoted to Bank Officer after one year, 1996. - Discovered embezzlement by former Senior Trust Officer leading to recovery of over $7 million of bearer bonds. - Evaluated and recommended software/technology infrastructure proposals, working with software vendors and internal analysts. Resulted in a $1+… Show more Interfaced with bond administrators, upper management and operations to oversee the accuracy and timeliness of $1 billion per month in bond payments. Managed 19 employees. - Promoted to Bank Officer after one year, 1996. - Discovered embezzlement by former Senior Trust Officer leading to recovery of over $7 million of bearer bonds. - Evaluated and recommended software/technology infrastructure proposals, working with software vendors and internal analysts. Resulted in a $1+ million software contract. Show less Interfaced with bond administrators, upper management and operations to oversee the accuracy and timeliness of $1 billion per month in bond payments. Managed 19 employees. - Promoted to Bank Officer after one year, 1996. - Discovered embezzlement by former Senior Trust Officer leading to recovery of over $7 million of bearer bonds. - Evaluated and recommended software/technology infrastructure proposals, working with software vendors and internal analysts. Resulted in a $1+… Show more Interfaced with bond administrators, upper management and operations to oversee the accuracy and timeliness of $1 billion per month in bond payments. Managed 19 employees. - Promoted to Bank Officer after one year, 1996. - Discovered embezzlement by former Senior Trust Officer leading to recovery of over $7 million of bearer bonds. - Evaluated and recommended software/technology infrastructure proposals, working with software vendors and internal analysts. Resulted in a $1+ million software contract. Show less



Summit Management

• Charlotte, North Carolina Area

• Property Manager

  • 1991 - 1995

  Managed a $20 million 400-unit property, the company’s largest with staff of eight employees. - Consistently exceeded budgeted net operating income. - Brought delinquent rent to zero for three consecutive months on a property that had never achieved zero delinquents for previous five years. - Selected (out of 77 managers) to test and evaluate new property management software. Managed a $20 million 400-unit property, the company’s largest with staff of eight employees. - Consistently exceeded budgeted net operating income. - Brought delinquent rent to zero for three consecutive months on a property that had never achieved zero delinquents for previous five years. - Selected (out of 77 managers) to test and evaluate new property management software.



North Carolina Ferderal Savings and Loan

• Charlotte, North Carolina Area

• Branch Manager

  • 1989 - 1991

  Closed due to S&L crisis Closed due to S&L crisis