Work:
SECU since Jul 2012
Vice-President, SECU*RE
Prometric - Greater Minneapolis-St. Paul Area May 2011 - Oct 2012
Subject Matter Expert
SECU Aug 2009 - Jul 2012
Tax Operations Manager
Campbell University Jan 2008 - Oct 2009
Adjunct Instructor
SECU May 2002 - Aug 2009
Senior Financial Services Officer, Various
Education:
Campbell University 1999 - 2002
MBA, Business Administration
Campbell University 1997 - 2002
BBA, Trust Management, Financial Planning
Skills:
Education
Distance Learning
Instructor Led Training
Operations Management
Project Management
Financial Services
Personal Income Tax Returns
Mortgage Lending
Consumer Lending
Real Estate
Personal Financial Planning
Foreclosures
Loss Mitigation
Budgets
Microsoft Office
Corporate Training
Employee Training
Development and Delivery of Training
Team Management
Leadership
Cross Functional Team Leadership
Banking
Insurance
Investments
Strategic Financial Planning
Certifications:
License 103459
Accredited Trust and Financial Advisor (Atfa)
Certified Credit Union Executive (Ccue)
License Inactive
Enrolled Agent (Ea)
Registered Tax Return Preparer (Rtrp)
Volunteer Income Tax Assistance (Vita) Advanced Certification
License 960774
License 273446
North Carolina Insurance Agent
Microsoft Access and Excel Advanced Certificate
Cfp Board of Standards, License 103459
Trust Education Foundation
Cuna
Finra, License Inactive
Internal Revenue Service
Nationwide Mortgage Licensing System & Registry (Nmls), License 960774
Nc Real Estate Commission, License 273446
Nc Department of Insurance
Nc Office of State Personnel
Certified Financial Planner Tm (Cfp®)
Series 6 and 63 Limited Investment Representative
Registered Mlo
North Carolina Real Estate Broker License
