E D U C AT I O N

North Carolina Central University-Durham, NC

Bachelor of Business Administration

Concentration in Finance & Accounting

GPA 3.45

University of California – UC Irvine

Personal Financial Planning Program (PFP)

Skills:

Advanced in Microsoft Office products: Microsoft Word, Advanced in Excel, Publisher, Visual Basic, SQL, SAP/Oracle,

Access and PowerPoint

Public Speaking

Certifications/Trainings/Memberships:

Wells Fargo Financial Analysts Program

Wells Fargo Securities Program

Wells Fargo Credit Management Program

Certified Wells Fargo Premier Banker

S.A.F.E. registered

PROFESSIONAL EXPERIENCE

WELLS FARGO COMPANY July 2012-

Present

Personal Banker 1 Charlotte,

NC

• Referred over $1,000,000 in assets to our Financial Advisor within the first month of work

• Processed and reviewed wire transfers in access of $500,000

• Resolves inquiries, opens and services accounts within authorized limits such as checking, savings, credit/loan and

identifies and refers investment opportunities.

• Partners and/or acts as a liaison to other internal departments

• Provided full-service banking to high value customers

• Seeking to obtain my State Life Insurance, Series 7 and 66 or 7 and 63 licenses

USA TRACK & FIELD Jan 2010-May

2012

Professional Track and Field Athlete Charlotte,

NC

• Retired as a Professional Track and Field Athlete in May of 2012

• Budgeted travel and trips for multi destinations

• Secured individual sponsorships with Oakley, JL Track, and Oxygen4energy

• Traveled across the nation and internationally for competition

• 2012 Olympic hopeful at 100 meters and 4X100 Relay

• 2011 USA Outdoor Qualifier

• 2011 Ranked Top 6 in the USA and Top 20 in the World at 60 meters

• 2X USA Indoor Finalist at 2010 and 2011 (Broadcasted on ESPN and NBC)

• 2011 New Balance Indoor Grand Prix Runner up (Broadcasted on ESPN)

• 2010 Ranked Top 10 in the USA at 60 meters and Top 50 in the World by IAAF

WACHOVIA, A WELLS FARGO COMPANY June 2010-April

2011

Premier Phone Banker Charlotte,

NC

• Managed a client profile: $25,000 to $1,000,000 + in assets (credit, deposits, loans and more)

• Top performer in brokerage referrals leading business unit. Exceeded quarterly sales goals over $30,100 in profit

one month, over $33.00 profit per call, maintaining a referral rate of over 38% and a warm transfer rate to sales

of over 42%

• Provided strategies for asset allocation and diversification for our clientele assets ranging from $25,000 -

$5,000,000 and secured $2,000,000 plus in new business from competing banks

• Worked successfully through the Wells Fargo and Wachovia Merger. (reconciled issues with accounts and

customer frustration)

• Managed customer portfolio, services relationships and cross-sells all products and services

• Coached team members on sales strategy on live calls and in meetings

• Responsibilities included sales coaching and implementing departmental strategies to reach specific sales goals

• Provided strong, analytical and problem solving ability when profiling customers

NATIONAL CHAMPION FINANCIAL GROUP, LLC Spring 2008-June

2010

President& CEO Charlotte,

NC

• Managed financials and accounting of business

• Client profile professional athlete ($1,000,000 – $30,000,000)

• Provided forecasting and monitoring to multiple business units

• Provided exceptional Customer Relationship Management

• Provided strong, analytical and problem solving ability

• Developed financial analysis and Asset Allocation plans (1 on 1 with clients)

• Conducted financial analysis that we created for personal financial analysis

• Created financial software to assist individuals with personal financial management

• Conducted target market analysis geared toward gaining account for professional athletes and celebrities

• Provided tax services to individuals helping register with IRS to E-File

• Developed financial software in an executable spreadsheet and visual basic

ACTIVITIES & HONORS

Forum member for Wells Fargo Premier Banking Department 2011

REFERENCES

Available upon request

Contact this candidate