
Financial Professional
Jacksonville, Florida Area

Financial Professional
Jacksonville, Florida Area
Founder & owner of A1A Mortgage, LLC. In addition to my manangement and administrative responibilities, I was actively involved in assisting customers as a loan officer & mortgage consultant. Our services included residential, investment and commercial real estate loans.
My banking experience provided my with extensive management, planning and analytical experience in financial, accounting and customer service systems and processes. Specialties include management accounting, financial analysis, planning & budgeting, desktop planning & configuration and corporate cash management.
Additional experience includes real estate investment and property management.
Mortgage Consultant, Residential & Commercial Loan Officer
Director/Project Manager for Accounting & Financial Systems
Financial Management, Management Accounting & Analysis
Real estate investment & property management
(Financial Services industry)
December 2008 — Present (8 months)
I am seeking employment and am very open to discussing any position or industry.
(Public Company; 10,001 or more employees; Banking industry)
1974 — 2001 (27 years)
Responsible for all accounting and financial matters for First Union's Global Cash Management Division. Responsibilities all included directing and managing internal systems including Account Analysis, customer service, etc.
(Public Company; 1001-5000 employees; Financial Services industry)
1974 — 1985 (11 years)
(Public Company; 1001-5000 employees; Banking industry)
1968 — 1974 (6 years)
Financial Specialist for Retail Banking providing financial analysis, cost analysis and liason to Finance Division. Additional specialties in Bank Cost Accounting.
Graduate School of Banking 1972 — 1974
Bachelors , Accounting & Finance , 1961 — 1970
1958 — 1961
baseball, fishing, reading, Acadian genealogy, history
First Union Quantum Award 1998
Licensed Mortgage Broker (Florida)
Certified Cash Manager