Work History

Work History
Oct 2006 - Present

SVP Customer Information and Analytics (Brokerage)

Wells Fargo Advisors

Wells Fargo Advisors is one of the nation's premier financial services firms. Its brokerage business is represented by nearly 16,000 financial advisors nationwide and was born out of the Wells Fargo & Company's 2009 acquisition of Wachovia Corporation.

Beginning in 1879, Wachovia Securities grew through mergers with some of the industry's most respected regional and national firms, including the 2007 acquisition of A.G. Edwards, Inc., by Wachovia Corporation. Throughout their histories, Wells Fargo Advisors' predecessors were known for exceptional service based on trust and knowledge and for corporate cultures that put client needs above all else.

Wells Fargo Advisors is a subsidiary of Wells Fargo & Company, one of the nation's largest, strongest and most respected financial institutions. In business since 1852 and named on Fortune magazine's 2009 list of the "World's Most Admired Companies," Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Oct 1999 - Oct 2006

Progressive responsibities

GE Money

Senior Manager, Marketing & Analytics – Belk (HQ – Charlotte, NC)

GE Analytic leader supporting Belk:

Belk, Inc. is the nation's largest privately owned mainline department store company with more than 300 fashion department stores in 16 contiguous Southern states and sales totaling $3.5 billion in its past fiscal year. The company seeks to be the department store of choice in each community it serves by providing superior service and merchandise that meets customers' needs for fashion, value and quality.

Senior Manager, Marketing & Analytics – Lowe’s(HQ -- Moorsville, NC) 

GE Analytic leader supporting supporting Lowe’s:

Lowe's is in the business of providing products to help our customers build, improve and enjoy their homes. Our goal is to out-service the competition and be our customer's first choice store for the products.

Marketing Manager – Gap Inc. (HQ – San Francisco, CA)

GE Analytic leader supporting Gap INC:

It was the summer of 1969: Man took his first walk on the moon. Nearly 450,000 people gathered in upstate New York to witness the historic Woodstock concert. And Doris and Don Fisher opened the first Gap store in San Francisco.

Today, Gap Inc. is one of the world's largest specialty retailers, with more than 3,100 stores and fiscal 2008 revenues of $14.5 billion. We operate five of the most recognized apparel brands in the world — Gap, Banana Republic, Old Navy, Piperlime and Athleta.

Every day, we look for new ways to connect with customers around the world, provide value to our shareholders and make a positive contribution in the communities where we do business.

Marketing Manager – ExxonMobil (HQ – Fairfax, VA)

GE Analytic leader supporting supporting Lowe’s:

We are the world's largest publicly traded international oil and gas company, providing energy that helps underpin growing economies and improve living standards around the world.

Strategic Key Account Manager – Sam’s Club (HQ – Bentonville, AR)   

Marketing team member supporting Sam’s Club:

Sam’s Club Memberships provide the opportunity to save on a complete line of products such as quality jewelry, designer goods, sunglasses, crystal and collectibles, high end electronics, floral, apparel, organic foods and choice meats.

In addition to affordable luxuries and exciting treasure hunt items, Members also enjoy services including—healthcare, business, financial and personal. Examples include health insurance, web site development and maintenance, cost effective merchant credit card processing solutions and auto, boat & RV and travel programs.

A typical Sam’s Club stands between 110,000 and 130,000 square feet. Most locations feature Pharmacy, Tire and Battery, Photo, Bakery, Optical, Café and Floral departments.

Nov 1998 - Oct 1999

Marketing Manager

BellSouth Applied Technology

For more than a century, we have consistently provided innovative, reliable, high-quality products and services and excellent customer care. Today, our mission is to connect people with their world, everywhere they live and work, and do it better than anyone else. We're fulfilling this vision by creating new solutions for consumers and businesses and by driving innovation in the communications and entertainment industry.

Apr 1997 - Nov 1998



Equifax empowers businesses and consumers with information they can trust. With a strong heritage of innovation and leadership, we leverage our unique data, advanced analytics and proprietary technology to enrich the performance of businesses and the lives of consumers.


1997 - 1999

Graduate work in Public Health

Emory University

Degree was not completed due to a company relocation from Atlanta, GA to Charlotte, NC



Presentation Skills

Process Improvement

Product Development

Product development and testing (pre-post designs, control group selection)

Executive Management

  Executive management  

Marketing Analytics

Thought leader and change agent in field of marketing analytics


Experienced, results-oriented Analytics Executive building and leading marketing and analytic teams spanning a variety of industries, including banking, retail and telecommunications.  Proven track record of quantifying the drivers of sales and customer loyalty, using the results to increase market share, revenue and profits for companies such as Wells Fargo, Wachovia Bank and GE Money.  Possess expertise in applying analytics to form solid strategy that considers people, processes and technologies to promote change and deliver results.  Strong project management and organizational skills with capacity to successfully manage multiple priorities and cross-functional teams, as well as internal and external relationships on all organizational levels.



Yoga / Fitness

SCUBA Diving



Model Helicopters


Traveling / World Cultures



World Cup Soccer


To work in a philanthropic organization that upholds the highest standards of integrity and encourages creativity, innovation and thought leadership.  This company would have high employee retention as it surrounds itself by bright individuals who share its core value, excel at what they do and have fun doing it.



Six Sigma Green Belt

General Electric