First Union

Industry: Bank

Description

First Union Corporation was a bank holding company that provided commercial and retail banking services in eleven states in the eastern U.S. Successor: Wachovia (now Wells Fargo) Ceased operations: 2001 Founder: H.M. Victor Founded: 1908 Headquarters: Charlotte, North Carolina, United States Number of employees: 71,262

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First Union Employees

Employee
Years
Job
Industry
Jeff Harrison Jeff Harrison Charlotte, North Carolina Area Details
Jeff Harrison's First Union Experience 1996 - 1997
Job Principal at The Immersion Group
Industry Financial Services
Experience
Wells Fargo Advisors  October 2011 - November 2013
Wells Fargo Company  April 2010 - October 2011
E*TRADE  2008 - 2009
Business Edge Solutions, EMC   2007 - 2007
TIAA-CREF  2005 - 2007
Harrison Consulting   2004 - 2005
MONY  2000 - 2004
The Advisors Group  1999 - 2000
DIME SECURITIES   1997 - 1998
First Union   1996 - 1997

Skills
Strategic Planning, Vendor Management, Training, Wealth Management, Financial Services, Strategic Financial..., Retirement, Start-ups, Portfolio Management, Program Management, Cross-functional Team..., Investments, Strategy, Product Management, Management, Securities, Finance, Financial Planning, Leadership

Education
City University of New York-Baruch College - Zicklin School of Business   1978 — 1984
MBA 1984, Finance

The George Washington University   1971 — 1974
BA 1975, Political Science

University of North Carolina at Charlotte
Accelerated Project Management Certificate, Certificate

Jannerys Polanco Jannerys Polanco Miami/Fort Lauderdale Area Details
Jannerys Polanco's First Union Experience September 1999 - Present
Job Banking
Industry Banking
Experience
SunTrust Bank  March 2007 - Present
Suntrust  March 2007 - Present
First Union   September 1999 - Present

Skills
Loans, Banking, Credit, Commercial Lending, Mortgage Lending, Small Business Lending, Credit Analysis, Commercial Banking, Loan Origination, Lines Of Credit, Retail Banking, Customer Service, Financial Analysis, Risk Management, Sales, Microsoft Office

Education
City University of New York City College   1990 — 1992
Education/Phychology

Julia Bass Payne Julia Bass Payne Charlotte, North Carolina Area Details
Julia Bass Payne's First Union Experience 1993 - 1998
Job Freelance Landscape Designer at Landscape Design
Industry Banking
Experience
Landscape Design  March 2009 - Present
IBM Corporation  July 2007 - September 2008
HSBC  February 2006 - June 2007
HSBC  2006 - 2007
HSBC  2006 - 2007
Bank of America  January 2001 - January 2006
Decision One Mortgage, LLC   June 1998 - December 2000
Decision One  1998 - 2000
First Union National Bank  April 1996 - June 1998
First Union   1993 - 1998

Skills
Risk Management, SDLC, Business Analysis

Education
Central Piedmont Community College

Charlotte Catholic High School, Myers Park High School

Nick Mirabal Nick Mirabal Miami/Fort Lauderdale Area Details
Nick Mirabal's First Union Experience May 1978 - August 1997
Job Vice President Senior Recruiter at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation  December 2008 - Present
Citibank North America Global Consumer Group   February 2005 - December 2008
Citibank  February 2005 - December 2008
Regions Bank  September 2004 - February 2005
Bank of America  February 2004 - February 2005
Bank of America  August 1997 - September 2004
Bank of America  April 1999 - May 2001
First Union   May 1978 - August 1997
First Union   1985 - 1997

Skills
Exempt Level Recruiting, Generalist, Cross-functional Team..., Employee Benefits, Risk Management, Leadership, Auditing, Recruiting, Employee Relations, Banking, PeopleSoft, Performance Management, Human Resources, Talent Management, Talent Acquisition, Personnel Management, Commercial Banking, Loans, Deferred Compensation, Relationship Management, HRIS, Retail Banking, SDLC, College Recruiting, Training, Temporary Placement, Succession Planning, Negotiation, Internet Recruiting, Consulting, Hiring, Management, Sourcing, Onboarding, Cold Calling, Finance, Sales, Applicant Tracking..., Coaching, Interviews, Taleo, Customer Retention, Technical Recruiting, Employee Engagement, Workforce Planning, Employee Training, New Hire Orientations, Benefits Administration, Screening Resumes, HR Policies

Education
Barry University   2005 — 2010
Bachelor of Science, Professional Studies; Human Resources

Barry University   2005 — 2009
Maters of Science - Major in Management, Business Management and Human Resources

Kirby LaForce Kirby LaForce Raleigh, North Carolina Details
Kirby LaForce's First Union Experience April 1994 - December 1998
Job VP Land Acquisition
Industry Real Estate
Experience
Meritage Homes  July 2015 - Present
Benchmark Communities LLC  February 2015 - July 2015
KB Home  January 2013 - January 2015
KB Home  January 2013 - January 2015
LaForce Land Partners LLC   April 2011 - January 2013
M/I Homes  October 2009 - April 2011
Pulte Group, Inc.   June 2003 - March 2008
Centex Homes  February 1999 - June 2003
First Union   April 1994 - December 1998

Education
Wake Forest University - Babcock Graduate School of Management   2001 — 2003
MBA, Management

Appalachian State University   1990 — 1994
BSBA, Finance

University of Houston-Downtown

Currie Gilbert Currie Gilbert Charlotte, North Carolina Area Details
Currie Gilbert's First Union Experience 1998 - 1999
Job Director of Business Development, Performance Matters
Industry Management Consulting
Experience
Performance Matters Inc   March 2014 - Present
RR Donnelley  May 2000 - February 2014
First Union   1998 - 1999

Skills
Sales, New Business Development, Selling, Direct Sales, Solution Selling, Management, Strategic Planning, Account Management, Sales Process, Salesforce.com, Variable Data Printing, Strategic Consulting, Print Management, Direct Mail, Cold Calling, Direct Marketing, Sales Management, Lead Generation, Multi-channel Marketing, Territory Development, Marketing Strategy, Project Management, Email Marketing, Customer Retention, Negotiation, Sales Operations, Business Development

Education
Appalachian State University   1993 — 1997
Bachelor's degree, Finance, General

charlotte latin school   1981 — 1993

Patrick J Owens Patrick J Owens Norristown, Pennsylvania Details
Patrick J Owens's First Union Experience 1986 - 1991
Job Branch Manager at The Bryn Mawr Trust Company
Industry Banking
Experience
The Bryn Mawr Trust Company  December 2014 - Present
Citizens Bank  2013 - December 2014
TD  1998 - January 2013
Commerce Bank  1998 - 2008
Commonwealth Savings Bank   1996 - 1998
First Union   1986 - 1991

Skills
Customer Service, Sales Growth, Building Relationships, Teamwork, Loans

Education
Bucks County Community College
Banking and Financial Support Services

Methacton High School

Montgomery County Community College
Business Administration and Management, General

Scott Hodson Scott Hodson Miami/Fort Lauderdale Area Details
Scott Hodson's First Union Experience October 1992 - August 1997
Job Vice President Commercial RE Finance at BAC Florida Bank
Industry Banking
Experience
BAC Florida Bank  March 2009 - Present
Mortgage Force   August 1997 - October 2009
First Union   October 1992 - August 1997
bank one financial services  1988 - 1992

Skills
Loan Origination, Credit Analysis, Loans, Commercial Lending, Commercial Banking, Credit, Credit Risk, Mortgage Lending, Banking, Small Business Lending, Structured Finance, Trade Finance, Portfolio Management, Corporate Finance, Underwriting, Risk, Retail Banking, Risk Management, Wholesale Banking, Origination, FHA, Asset Based Lending, Commercial Mortgages, Mortgage, Credit Administration, Consumer Lending, Asset, Banking Operations, Cross Selling, Credit Review, Term Loans, Personal Loans, Branch Management, Syndications, Consumer Finance, Securitization, Loan Documentation, Factoring, Workout, Loan Structuring, Corporate Lending, Lines Of Credit

Education
Ball State University
Pre-Law Studies

Julie Widergren Julie Widergren San Francisco Bay Area Details
Julie Widergren's First Union Experience January 1994 - May 2000
Job Realtor at Decker Bullock Sotheby's International Realty
Industry Real Estate
Experience
Decker Bullock Sotheby's International Realty  February 2014 - Present
Coldwell Banker Residential Brokerage  October 2013 - February 2014
Frank Howard Allen  May 2009 - October 2013
Coldwell Banker Real Estate  September 2003 - May 2009
First Union   January 1994 - May 2000

Skills
Real Estate, Investment Properties, Selling, Property Management, Negotiation, Mortgage Lending, Referrals, Listings, Sellers, Buyer Representation, Relocation, First Time Home Buyers, Property, Short Sales, Single Family Homes

Education
California State University-Sacramento   1992 — 1994
Bachelor of Arts, Social Work

Yreka High School   1985 — 1989

Michael Henderson, MBA Michael Henderson, MBA Charlotte, North Carolina Details
Michael Henderson, MBA's First Union Experience January 2001 - March 2003
Job Corporate Relationship Manager, Senior Vice President at BBVA Compass
Industry Banking
Experience
BBVA Compass  February 2014 - Present
Community One Bank  May 2013 - February 2014
NewDominion Bank  May 2011 - May 2013
Wells Fargo  March 2003 - May 2011
First Union   January 2001 - March 2003

Skills
Loans, Relationship Management, Underwriting, Commercial Banking, Credit Analysis, Financial Analysis, Portfolio Management, Credit, Lines Of Credit, Commercial Lending, Banking, SBA, Loan Origination, Small Business Lending, Treasury Management, Corporate Finance, Mortgage Lending, Valuation

Education
Queens University of Charlotte   2006 — 2008
MBA, Marketing

Belmont Abbey College   2000 — 2004
B.S. Business Management, Economics

André D. Brooks André D. Brooks Kansas City, Missouri Area Details
André D. Brooks's First Union Experience July 1996 - February 2002
Job Senior Business Analyst at Syntel/State Street Investment Bank
Industry Capital Markets
Experience
Syntel  August 2015 - Present
Wipro Technologies  October 2011 - November 2014
Wipro BPO  July 2007 - December 2007
Accenture  June 2005 - August 2006
JPMorgan Chase  September 2003 - February 2005
First Union   July 1996 - February 2002

Skills
Back Office, Settlement, Middle Office, Investments, Finance, Investment Banking, Derivatives, Trading, Financial Markets, Business Analysis, Capital Markets, SDLC, Requirements Analysis, Business Requirements, Financial Analysis, Consulting, Financial Services, Vendor Management, Project Management, Process Improvement, SQL

Education
Cheyney University of Pennsylvania   1989 — 1996
BS

Beth Cartrette Beth Cartrette Raleigh-Durham, North Carolina Area Details
Beth Cartrette's First Union Experience August 1993 - December 1999
Job
Industry Information Technology and Services
Experience
Wells Fargo and Company  E-Business Systems Consultant: Enterprise Customer Business Services, AVPWells Fargo and CompanyApril 2010 - Present
Wachovia  January 2004 - April 2010
Hite Resources, Inc.   December 2002 - January 2004
Management Concepts, Inc.   June 2000 - November 2002
First Union   August 1993 - December 1999
Wake Technical Community College  1988 - 1993

Skills
Business Sys,..., Project Management, Analysis, Documentation, Process Improvement, Banking, Consulting, New Business Development, Coaching, Software Documentation, Training, Leadership, CRM, Business Analysis, Requirements Analysis, Sales, Vendor Management, Program Management

Education
Campbell University   1982 — 1986
BA

Tabor City High School   1978 — 1982

Cynthia Neumann Cynthia Neumann Greater Atlanta Area Details
Cynthia Neumann's First Union Experience September 1987 - September 1996
Job Client Service Expert
Industry Banking
Experience
SunTrust Bank  August 2013 - Present
Wells Fargo  November 2001 - August 2013
Algoma Hardwoods, Inc.   September 1996 - September 2001
First Union   September 1987 - September 1996

Skills
Leadership, Customer Service, Management, Teamwork, Team Building, Coaching, Sales, Human Resources, Interviews, Employee Relations, Recruiting, Resiliency, Budgets, Policy, Direct Sales, Finance, Payroll, Banking, Consumer Lending, Business Development, Credit, Strategy

Education
Christian Brothers University
Bachelor of Arts, History

Deborah Prince Deborah Prince Midland, North Carolina Details
Deborah Prince's First Union Experience January 1998 - January 2006
Job Call Center/Customer Service Professional
Industry Pharmaceuticals
Experience
Merck  2012 - Present
American K9 Interdiction   November 2010 - February 2012
ACN  March 2010 - November 2010
Connections, Inc.   January 2008 - March 2010
Wells Fargo  January 2006 - April 2006
First Union   January 1998 - January 2006

Skills
Call Center..., Customer Service, Project Management, Vendor Management, Root Cause Problem..., Microsoft Office, Operations Management

Education
Central Piedmont Community College   2002 — 2004
Associate's degree, Business Administration and Management, General

Lori Andersen Lori Andersen Tampa, Florida Details
Lori Andersen's First Union Experience July 1989 - April 1990
Job Administrative Support Concierge
Industry Accounting
Experience
PwC  May 1990 - Present
PwC  May 1990 - April 2015
First Union   July 1989 - April 1990
First Union   1984 - May 1989
Landmark Bank  1981 - 1984

Skills
Office Management, Lotus Notes, Microsoft Excel, PowerPoint, Microsoft Office, PeopleSoft, Microsoft Word, Accounts Receivable, Customer Service, Employee Relations, Microsoft Office Excel..., Microsoft Office..., Microsoft Office Word...

Education
Broward College   1978 — 1980
Business Administration

St. Thomas Aquinas High School

Jeffrey C Thornburg Jeffrey C Thornburg Charlotte, North Carolina Area Details
Jeffrey C Thornburg's First Union Experience 1996 - 1997
Job
Industry Information Technology and Services
Experience
TIAA-CREF (EMC)   August 2015 - Present
JThornburg LLC   2008 - Present
Ettain Group  October 2014 - July 2015
AMTdirect  March 2013 - October 2014
Ettain Group at Harris Teeter Supermarkets, Inc.   April 2012 - March 2013
LearningStation, Inc.   February 2011 - March 2012
IT Production Operations   July 2006 - January 2011
Windstream Hosted Solutions  January 2006 - July 2006
Central Piedmont Community College  1999 - January 2006
First Union   1996 - 1997

Skills
Servers, Windows Server, Data Center, Active Directory, Microsoft Exchange, IT Service Management, Microsoft SQL Server, Networking, System Deployment, IIS, Network Security, Hardware, Operating Systems, Linux, VMware, Storage, Scrum, Python, Disaster Recovery, Windows Server 2003, Unix, TCP/IP, PHP, Storage Area Networks, Technical Support, SAN

Education
University of North Carolina at Charlotte   2004 — 2010
Master of Science (MS), Information Technology, 3.8

Appalachian State University   1989 — 1994
Bachelor of Science (BS), Computer Science

Mark Roberts Mark Roberts Raleigh-Durham, North Carolina Area Details
Mark Roberts's First Union Experience 1997 - 1999
Job Sr. Director Infrastructure at Sensus
Industry Information Technology and Services
Experience
Sensus  October 2013 - Present
Bell and Howell, LLC  2004 - Present
Down Under Surf and Scuba   2002 - 2006
GSK  2002 - 2004
ESC  1999 - 2001
First Union   1997 - 1999
Tangram Enterprise Solutions  1995 - 1997
North Carolina Administrative Office of the Courts  1995 - 1996
Progress Energy  1993 - 1995
Reader's Market   1991 - 1993

Skills
Vendor Management, Contract Negotiation, Team Building, IT Management, Budget, Business Process, Change Management, Team Leadership, Project Management, Business Analysis, Process Improvement, Program Management, SAP, SharePoint, ERP, Software Documentation, Strategic Planning, IT Strategy, PMP, Business Development, Analysis, Budgets, Business Intelligence, Business Process..., CRM, Cloud Computing, Cross-functional Team..., Data Center, Disaster Recovery, Enterprise Architecture, Enterprise Software, Integration, Leadership, Management, Outsourcing, Product Management, Requirements Analysis, SDLC, SaaS, Security, Six Sigma, Software Development, Software Project..., Strategy, Troubleshooting

Education
Campbell University   1993 — 1995
Bachelors, Computer Science

Janine W Brown Janine W Brown Portland, Oregon Area Details
Janine W Brown's First Union Experience November 1999 - March 2001
Job Finance Workplace Design & Connectivity at Nike, Inc.
Industry Retail
Experience
Nike, Inc.   August 2014 - Present
Nike Inc.  July 2013 - August 2014
Lowe's Companies, Inc   June 2012 - June 2013
Charlotte Payments Professional Network   2012 - June 2013
Wells Fargo Company  2009 - 2012
Wachovia  2007 - 2009
Wachovia Bank  2003 - 2007
Wachovia Bank  2001 - 2003
First Union   November 1999 - March 2001
Industrial Distribution Group  1992 - 1999

Skills
Mergers, Forecasting, Budgeting, Business Optimization, Financial Analysis, Business Strategy, Acquisition Integration, Due Diligence, Financial Management, Process Improvement, Risk Management, Management Consulting, Mentoring, Cost Savings Initiatives, Cost Allocation, Collaborative Problem..., Project Portfolio..., Essbase, Capital Budgeting, Driving Operational..., Marketing, Microsoft Office 2007, TQM, Resource Management, Change Management, Cross-functional Team..., Virtual Teams, Investment Banking, Budgets, Business Process..., Management, Banking, Mergers & Acquisitions, Managerial Finance

Education
Walsh College of Accountancy and Business Administration   2009 — 2011
MBA

Walsh College of Accountancy and Business Administration   1992 — 1996
MS in Management

Central Michigan University   1988 — 1992
BSBA Marketing

Allan Katz Allan Katz Greater New York City Area Details
Allan Katz's First Union Experience January 1999 - April 2000
Job President at Comprehensive Wealth Manangement Group, LLC
Industry Financial Services
Experience
Comprehensive Wealth Manangement Group, LLC   September 2002 - Present
United Nations Federal Credit Union  April 2000 - August 2002
First Union   January 1999 - April 2000
Citibank  1998 - 1999

Skills
Investments, Small Business, Wealth Management, Retirement Planning, Insurance, Strategic Planning, Public Speaking, Strategic Financial..., Team Building, Fixed Annuities, Estate Planning, New Business Development

Education
SUNY Binghamton   1988 — 1991
BA, Economics

NYU   1987 — 1988
Bachelor of Arts (B.A.), Economics

Monsignor Farrell   1983 — 1987
Bachelor's degree in Economics, Economics

Kimberly Richardson Kimberly Richardson Charlotte, North Carolina Area Details
Kimberly Richardson's First Union Experience January 1995 - January 1997
Job Housing Counselor at NACA
Industry Education Management
Experience
NACA  April 2015 - Present
Citi  February 2012 - December 2014
Citi  June 2014 - November 2014
Citi  August 2013 - June 2014
Mecklenburg School System   January 2009 - 2011
Kim's Care   January 2000 - 2009
Kim's Daycare   January 2000 - 2009
AXA Financial  January 1998 - January 2000
MBNA/PNC Bank   January 1997 - January 1999
First Union   January 1995 - January 1997

Skills
Negotiation, Customer Service, Psychology, Accounts Payable, Interpersonal..., Accounts Receivable, Coaching, Healthcare, Microsoft Office, Leadership Development, Integrity, PowerPoint, Public Speaking, Leadership, Strategic Planning, Team Building, Non-profits, Finance, Microsoft Excel, Management, Training, Staff Development, Accounting, Mentoring, Event Planning, Credit, Community Outreach, Fundraising, Nonprofits, Recruiting, Small Business, Social Networking, Outlook, Organizational...

Education
Kaplan University   2014 — 2015
Associate of Arts and Sciences (AAS), paralegal studies

cpcc   1992 — 1995
associate's degree, child development

Central Piedmont Community College   1992 — 1993
Child Developement

w.c.   1988 — 1991
general, General Studies

Scott Reinhart Scott Reinhart Charlotte, North Carolina Area Details
Scott Reinhart's First Union Experience 2001 - 2005
Job Forensic and Valuation Services Senior Associate at Grant Thornton LLP
Industry Banking
Experience
Grant Thornton LLP  November 2014 - Present
Wells Fargo Home Mortgage  March 2012 - November 2014
Bank of America  July 2011 - March 2012
Kentucky Bank  May 2011 - June 2011
Wells Fargo  September 2001 - May 2011
Wachovia  2005 - 2009
First Union   2001 - 2005
Fifth Third Bank  August 1999 - September 2001

Skills
Banking, FHA, Leadership, Loans, Mortgage Lending, Non-Conforming, Sales, Credit, Loan Origination, Mortgage Banking, Refinance, Credit Analysis, Finance

Education
Central Piedmont Community College   2013 — 2014
Accounting, Accounting, 4.0

The Ohio State University   1995 — 1999
Business Administration, Finance and Real Estate

Ajay Boyd Ajay Boyd Charlotte, North Carolina Area Details
Ajay Boyd's First Union Experience 1998 - 2001
Job Sales Development Manager at Wyndham Capital Mortgage
Industry Financial Services
Experience
Wyndham Capital Mortgage  January 2014 - Present
Wyndham Capital Mortgage  September 2002 - January 2014
First Union   1998 - 2001

Skills
Mortgage Lending, Mortgage Industry, Residential Mortgages, Mortgage Banking, Team Leadership, Management, Strategic Planning, Team Management, Refinance, Team Building, Debt Consolidation, Training, Business Development, Sales, Government Loans, Loan Origination, VA loans, Leadership, Purchasing, Credit, Securities, Finance, FHA financing, FHA, USDA, Loans

Education
Bowling Green State University   1992 — 1996

Fortina Clark Fortina Clark Raleigh, North Carolina Details
Fortina Clark's First Union Experience March 2000 - September 2002
Job Wedding Consultant at David's Bridal
Industry Retail
Experience
David's Bridal  January 2009 - Present
Sprint  April 2004 - December 2008
First Union   March 2000 - September 2002

Education
Miller-Motte College-Raleigh   2013 — 2014
Medical/Clinical Assistant

Ulric LeBlanc Ulric LeBlanc Draper, Utah Details
Ulric LeBlanc's First Union Experience March 1996 - March 1999
Job Independent Contractor
Industry Financial Services
Experience
None  ContractorSunTrust BankMarch 2012 - July 2014
SunTrust Bank  December 2008 - March 2010
National City Mortgage Company  January 2007 - March 2008
Freddie Mac  June 2003 - December 2005
Freddie Mac  April 2000 - May 2003
First Union   March 1996 - March 1999
First Union   June 1993 - March 1996
First Union   March 1992 - May 1993

Skills
VBA, SQL, Visual Basic, MS Reporting Services, Risk Management, Data Analysis, Portfolio Management, Business Intelligence, Capital Markets, Financial Risk, Banking, Access, Derivatives, Loans, Mortgage Lending, Business Analysis, Analysis, Databases, Microsoft SQL Server, Data Warehousing, Trading, Fixed Income, Credit Risk, Financial Modeling

Education
Appalachian State University   1988 — 1991
Economics/Finance/Banking, Business - Triple Major

Anna Corbett Anna Corbett Plano, Texas Details
Anna Corbett's First Union Experience April 1994 - November 1996
Job Senior Manager, Mortgage Product Development
Industry Financial Services
Experience
Capital One Home Loans  January 2012 - Present
RBS Citizens N.A.   January 2011 - January 2012
PNC Mortgage  November 2009 - January 2011
Essent US Holdings   April 2009 - June 2009
Triad Guaranty  January 2006 - June 2008
Wachovia Mortgage Corporation  November 1996 - January 2006
First Union   April 1994 - November 1996

Skills
Product Development, Cross-functional Team..., Product Management, Project Management, Banking, Analysis, Program Management, B2B, Loans, Mortgage Lending, Management, Segmentation

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1996 — 2001
MBA, Business Administration

Baylor University   1980 — 1984
B.S., Mathematics

Gwen Kestin, PMP Gwen Kestin, PMP Charlotte, North Carolina Area Details
Gwen Kestin, PMP's First Union Experience December 1989 - April 1999
Job IT Project Manager at Vanguard
Industry Information Technology and Services
Experience
The Vanguard Group  April 1999 - Present
First Union   December 1989 - April 1999

Skills
Agile, Kanban, PMP, Integration, Data Warehousing, Software Project..., Microsoft Office, Visio, Excel, MS Project, PowerPoint, Coaching, Word, Waterfall, Vendor Management, Project Management

Education
The George Washington University   2000 — 2001
Master's Certificate, Project Management

Brown University   1977 — 1981
A.B., French, Biochemistry

Bharati Jain Bharati Jain Washington D.C. Metro Area Details
Bharati Jain's First Union Experience 1996 - 1998
Job Owner at Sweet Tooth
Industry Information Technology and Services
Experience
Sweet Tooth  April 2011 - Present
Booz Allen Hamilton  November 2005 - Present
Kellogg Brown and Root  September 2002 - October 2005
First Union   1996 - 1998

Skills
Management Consulting, Program Management, Business Process..., IT Strategy, Business Analysis, Change Management, SharePoint, Process Improvement, Strategic Planning, Proposal Writing, Project Planning, Project Management, Operations Management, Strategic Communications, Government, Budgets, Financial Analysis, Training, SDLC

Education
American University - Kogod School of Business
MBA, IT/Int'l Business

University of North Carolina at Charlotte - Belk College of Business
MBA, Int'l Marketing

Virginia Polytechnic Institute and State University - Pamplin College of Business

Jeffrey Sparks Jeffrey Sparks Charlotte, North Carolina Area Details
Jeffrey Sparks's First Union Experience April 1998 - April 1999
Job Data Integration Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  November 2013 - Present
Bank of America  August 2012 - September 2013
Bank of America  March 2011 - July 2012
Bank of America  October 2007 - February 2010
Bank of America  August 2005 - October 2007
Bank of America  January 2001 - August 2005
Dassault Systemes  May 1999 - December 2000
First Union   April 1998 - April 1999
Meijer  December 1995 - April 1998
Sara Lee Branded Apparel  November 1994 - November 1995

Skills
AML, KYC, Risk, Compliance, OFAC, Teradata, Operational Risk, Sanctions, Operational Risk..., Risk Management, Financial Risk, Oracle, XML, SQL, Agile Methodologies, Waterfall, T-SQL Stored Procedures, PL/SQL, Sybase, Unix Shell Scripting, DB2, Data Analysis, Data Modeling, Data Migration, Data Mapping, Websphere, Java Enterprise Edition, Integration, WebSphere, Anti Money Laundering

Education
Duke University - The Fuqua School of Business   1985 — 1987
Master of Business Administration (MBA), Corporate Operations

Appalachian State University   1980 — 1985
BA, English/Marketing

Terry Pittman Terry Pittman Jacksonville, Florida Area Details
Terry Pittman's First Union Experience February 2000 - February 2001
Job Telephony Architect at Web.com
Industry Information Technology and Services
Experience
Web.com  July 2014 - Present
Cyara   September 2013 - June 2014
Nexus IS  April 2012 - September 2013
NASA  October 2011 - January 2012
Vertical Communications  May 2011 - August 2011
Servion Global Solutions  August 2010 - March 2011
Presidio Networked Solutions  December 2009 - July 2010
ALI Solutions  March 2008 - November 2009
Washington Mutual  April 2001 - January 2008
First Union   February 2000 - February 2001

Skills
Avaya, Cisco, Siemens, Aspect, Wave, Periphonics, Intervoice, Nuance, OnQ, CallTech, Action Slect, Nortel, Microsoft Office, Salesforce.com, Sales Engineering, Telecommunications, Telephony, VoIP, Call Center, Call Recording, Voxeo, Cisco Technologies, Integration, WAN, IVR, Networking, Call Centers, Enterprise Software, Unified Communications, Cisco Call Manager, Call Logging, CTI, Contact Centers, CRM, Professional Services, Solution Architecture, Switches

Education
Capella University   2009 — 2010
BS, Management

University of North Florida - College of Business Administration   2003 — 2008

Randy Layton Randy Layton Greater Atlanta Area Details
Randy Layton's First Union Experience August 1998 - October 2002
Job I move freight around the U.S.
Industry Logistics and Supply Chain
Experience
Millis Transfer, inc   September 2014 - Present
Zebulawn Advisors   January 2011 - December 2014
The Johnson Financial Group   August 2004 - January 2012
Washington Mutual  April 2003 - August 2004
washington mutual  2003 - 2004
first union   August 1998 - October 2002
US Navy  June 1983 - August 1997

Skills
Retirement Planning, Fixed Annuities, Retirement, Wealth Management, Insurance, Life Insurance, Strategic Financial..., Long-term Care, IRAs, Disability Insurance, Investments, Mutual Funds, Series 7

Education
Brenau University   1994 — 1997
business

David Kitchen David Kitchen Charlotte, North Carolina Details
David Kitchen's First Union Experience June 1994 - June 2000
Job National Sales Manager at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  June 2008 - Present
Wells Fargo  June 2000 - June 2008
First Union   June 1994 - June 2000

Skills
Interest Rate..., Capital Markets, Risk Management, Fixed Income, Trading, Banking, Management, Financial Analysis, Derivatives, Series 7, Financial Modeling, Bloomberg, Financial Markets, Bonds, Series 24, Sales Management, Public Speaking, Training

Education
Brigham Young University   1986 — 1988
Master of Business Administration (MBA), Finance, General

Arizona State University   1984 — 1986
Bachelor of Science (BS), Economics

Kenneth Roberts Kenneth Roberts Greater Philadelphia Area Details
Kenneth Roberts's First Union Experience May 1998 - December 1999
Job Commandant of Cadets at Philadelphia Military Academy
Industry Education Management
Experience
The School District of Philadelphia  January 2015 - Present
Verizon Wireless  April 2012 - January 2015
US Army  September 1982 - July 2013
Wells Fargo Bank  January 2006 - November 2011
Unisys  November 2002 - August 2006
Unisys  March 2001 - November 2002
PRWT Services, Inc.   April 2000 - March 2001
First Union   May 1998 - December 1999
First Union (formerly CoreStates Bank)   November 1996 - May 1998
First Union (formerly Meridian Bank)   March 1994 - November 1996

Skills
Employee Relations, Change Management, Succession Planning, Policy, Employee Engagement, Recruiting, Talent Management, Deferred Compensation, Personnel Management, Training, Leadership, Management, Human Resources, Strategic Planning, Employee Benefits, Program Management, College Recruiting, Interviews, Onboarding, Vendor Management, Workshop Facilitation, Coaching, Team Building, Customer Service, Performance Management, Strategy, Talent Acquisition, Leadership Development, Staff Development, Conflict Resolution, Employee Training, Organizational..., Project Management, Applicant Tracking..., New Hire Orientations, Workforce Planning, Benefits Administration, Cross-functional Team..., Executive Coaching, Sourcing, Organizational..., Process Improvement, Customer Retention, Consulting, Technical Recruiting, HRIS, Training Delivery, Career Development, Call Centers, Team Leadership

Education
Bloomsburg University of Pennsylvania   1982 — 1986
B.S., Business Administration/ Management

St Joseph's Preparatory High School   1979 — 1982
Diploma, General Studies

Jeffrey Googins, CFA Jeffrey Googins, CFA Charlotte, North Carolina Area Details
Jeffrey Googins, CFA's First Union Experience February 1995 - October 2000
Job Vice President Financial Institutions Banking
Industry Banking
Experience
U.S. Bank   October 2008 - Present
U.S. Bank   October 2000 - October 2008
First Union   February 1995 - October 2000

Skills
Banking, Credit Analysis, Treasury Management, Portfolio Management, Financial Analysis, Capital Markets, Underwriting, Credit Risk, Loan Origination, Commercial Lending, Relationship Management, Lines Of Credit, Financial Institutions, Financial Risk, Private Banking, Commercial Mortgages, Structured Finance, Cross Selling, Financial Structuring, Asset Based Lending

Education
Pacific Coast Banking School   2010 — 2012
Graduate School of Banking

California State University-Sacramento   1989 — 1992
B.S. Business Admin, Finance

Johanna Blackman Johanna Blackman Miami, Florida Details
Johanna Blackman's First Union Experience January 1994 - December 2000
Job Vice President at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company  March 2013 - Present
Northern Trust  December 2000 - March 2013
First Union   January 1994 - December 2000

Skills
Trust Services

Education
Florida Atlantic University   1994 — 1998
Bachelor's degree, Finance, General

Broward Community College   1992 — 1994
Associate of Arts (A.A.), Business Administration and Management, General

John Berger, CFP® John Berger, CFP® Charlotte, North Carolina Area Details
John Berger, CFP®'s First Union Experience 1996 - 2000
Job SVP/Wealth Advisor Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank  1996 - Present
Wells Fargo  1996 - Present
Wachovia, A Wells Fargo Company  2000 - 2008
First Union   1996 - 2000

Skills
Investor Real Estate..., Business Succession..., Succession Planning

Education
Queens University of Charlotte   2002 — 2004

Belmont Abbey College   1990 — 1994
BA, Business Administration

Dan Kauper Dan Kauper Birmingham, Alabama Area Details
Dan Kauper's First Union Experience March 1995 - July 1999
Job SVP, Commercial Underwriting Manager at BBVA Compass
Industry Banking
Experience
BBVA Compass  November 2010 - Present
Regions Bank  January 2009 - November 2010
Oakstone Publishing  April 2008 - December 2008
Harland Financial Solutions  January 2007 - September 2007
Compass Bank  February 2003 - September 2006
AmSouth Bank  July 1999 - February 2003
First Union   March 1995 - July 1999
Shawmut Bank  August 1992 - February 1995

Skills
Credit, Banking, Loans, Risk Management, Underwriting, Credit Analysis, Commercial Banking, Financial Analysis, Risk, Credit Risk, Portfolio Management, Small Business Lending, Financial Risk, Loan Origination, Commercial Lending, Management, Finance, Financial Services, Credit Training, Credit Administration, Wealth Management

Education
Recording Workshop
Audio Engineering and Music Production

Rollins College - Crummer Graduate School of Business
MBA, Business Administration

Central Connecticut State University
B.S., Marketing

Russ Weakley-Brown, SPHR Russ Weakley-Brown, SPHR Charlotte, North Carolina Area Details
Russ Weakley-Brown, SPHR's First Union Experience October 1997 - August 1999
Job Human Resources Business Partner at Wells Fargo
Industry Human Resources
Experience
Wells Fargo  April 2015 - Present
Wells Fargo  February 2013 - Present
Wells Fargo  2009 - Present
Wachovia  February 2004 - June 2009
Wachovia  January 2002 - February 2004
Wachovia  August 1999 - January 2002
First Union   October 1997 - August 1999
First Union   September 1996 - October 1997

Skills
Talent Development, Onboarding, Organizational..., Employee Engagement, Executive Coaching, Talent Management

Education
Queens University of Charlotte   2009 — 2012
MS, Organization Development

Belmont Abbey College
BA, History

Winthrop University
MA, History

James Fischer James Fischer Charlotte, North Carolina Area Details
James Fischer's First Union Experience 1995 - 2000
Job Risk Management and Regulatory Compliance Program Manager
Industry Financial Services
Experience
Bank of America  July 2010 - Present
ProNet Charlotte  October 2010 - May 2011
ProNet Charlotte  November 2009 - July 2010
Job Seekers Support Network   March 2009 - March 2010
Wachovia  2002 - 2008
Kristine Dearmon, LLC   2003 - 2004
The EI Group, Inc.   2000 - 2001
First Union   1995 - 2000
First Union   1993 - 1995

Skills
Compliance, Risk Management, Cross-functional Team..., Management, Banking, Compliance Program..., Leadership, Strategy, Training, Project Management, Compliance Monitoring..., Compliance Key Measures..., Team Management, Software Documentation

Education
American Bankers Association, held at the University of Oklahoma   2005 — 2005
National Compliance School

East Carolina University   1989 — 1992
BS, Urban and Regional Planning - Business Administration

Metuchen High School

Central Piedmont Community College
Six Sigma Green Belt Certification, 2008

Ron W McClung Ron W McClung Charlotte, North Carolina Area Details
Ron W McClung's First Union Experience February 1998 - July 2001
Job Systems Analyst/Help Desk Super. at Rack Room Shoes
Industry Retail
Experience
Rack Room Shoes  May 2002 - Present
Geeks-on-Site  October 2008 - September 2010
Kalsi Engineering, Inc   August 2001 - October 2001
First Union   February 1998 - July 2001
Protocorp International   August 1997 - February 1998
Duke Energy (formerly Duke Power)   February 1997 - July 1997
Info Systems of NC, Inc   August 1995 - February 1997
First Data Corp  January 1993 - April 1993
First Data Corp  January 1993 - April 1993
IBM  June 1992 - November 1992

Skills
PHP, phpBB, MySQL, Web Development, Windows Programming, Troubleshooting, Windows, SQL, Microsoft Office, Customer Service, HTML, Databases, Java, XP, Access, PL/SQL, Project Management, Microsoft Excel, Wordpress, XML, Visual Basic 5.0/6.0, CodeIgniter, Windows XP, Software Documentation, Visio, Networking, Database Design, Process Scheduler, Visual Basic, Microsoft SQL Server, CSS, Software Development, JavaScript, Data Analysis, Operating Systems

Education
Solid Computer Decisions/New Horizons   2001 — 2002
None, Computer Programming, Specific Applications

Central Piedmont Community College   1998 — 1999
Computer Programming, Specific Applications

University of North Carolina at Charlotte   1987 — 1993
BS, Computer Science

Brian D Booth Brian D Booth Greater Philadelphia Area Details
Brian D Booth's First Union Experience 2000 - 2001
Job Senior Partner Rockwood Wealth Management
Industry Financial Services
Experience
Rockwood Wealth Management   October 2005 - Present
Booth Advisory Group   October 2005 - December 2008
Pitcairn Trust   2000 - 2003
First Union   2000 - 2001
Banknorth  1995 - 2000
Private Banking: New York   1991 - 1995
American Express  1989 - 1991

Skills
Financial Planning

Education
Rutgers University-New Brunswick   1985 — 1989

Boston University Graduate School of Management

Edinburgh University
Masters, International Business

Fordham University - Graduate School of Business Administration

R. David Ripley R. David Ripley Charlotte, North Carolina Area Details
R. David Ripley's First Union Experience April 1998 - April 2001
Job Senior Vice President Consumer Banking at Bank of America
Industry Banking
Experience
Bank of America  September 2011 - Present
Bank of America  April 2001 - Present
First Union   April 1998 - April 2001
Banc One  April 1992 - April 2001

Skills
Banking, Risk Management, Cash Management, Portfolio Management, Risk, Commercial Banking, Strategic Planning, Budgeting, Customer Relations, Analysis, Product Development, Executive Management, Six Sigma, Planning, Integration, Change Management, Negotiation, Vendor, Administration, Financial Institutions, Vendor Management, Financial Risk, Treasury Management, Management, Budgets, Mergers & Acquisitions, Retail Banking, Credit, Forecasting, Project Planning, Customer Service

Education
University of Dayton   1990 — 1992
MBA, Finance

Allegheny College   1975 — 1980
BS, Economics

R. Stanley Kryder R. Stanley Kryder Greater Atlanta Area Details
R. Stanley Kryder's First Union Experience 1987 - 2001
Job President and CEO at First Landmark Bank
Industry Financial Services
Experience
First Landmark Bank  October 2014 - Present
Midtown Bank   2005 - October 2014
AmSouth Bank  2002 - 2005
First Union   1987 - 2001
Bank of America  1983 - 1986

Skills
Banking, Commercial Banking, Loans, Retail Banking, Commercial Lending, Mergers, Executive Management, Credit Analysis, Portfolio Management, Credit, Financial Analysis, Risk Management, Strategic Planning, Sales Management, New Business Development, Underwriting, Budget, Consumer Lending, Business Development, Real Estate, Budgets, Asset Based Lending, Mergers & Acquisitions, Small Business Lending, Cash Management, Finance, Lines Of Credit, Loan Origination, Investments, Mortgage Banking, Credit Risk, Mortgage Lending, SBA, Commercial Mortgages, Relationship Management, Financial Institutions, Treasury Management, Financial Structuring, Refinance, Financial Services, FHA, FHA financing, VA loans

Education
Louisiana State University   1983 — 1985
The School of Banking in the South

Albion College   1975 — 1979
BA, Economics and Management

Western Reserve Academy   1971 — 1975

John Akerson, CISSP, CISM, ITIL, John Akerson, CISSP, CISM, ITIL, Greensboro/Winston-Salem, North Carolina Area Details
John Akerson, CISSP, CISM, ITIL,'s First Union Experience 1999 - 2004
Job Security Service Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo  June 2013 - Present
Wells Fargo  January 2011 - June 2013
Wachovia  2004 - January 2011
First Union   1999 - 2004
Deloitte  1997 - 1999
Betterhost.com   1996 - 1999
MITRE  1997 - 1998
TranTech, Inc.   1996 - 1998
Department of Veterans Affairs  1994 - 1997
USMC  1986 - 1992

Skills
Project Management, Leadership, System Administration, Strategy, Internet Banking, Networking, Management, SEO, Information Technology, Risk Management, Training, Disaster Recovery, SDLC, ITIL, Information Security, Testing, Integration, Linux, WebSphere MQ, IT Strategy, Apache, E-commerce, Visio, IT Management, Online Banking, eCommerce, Kana, Firewalls, Technical Support, SharePoint, Web Analytics, Web Project Management, Tumbleweed Email..., Six Sigma, Information Security..., DDoS Mitigation, Troubleshooting, Building Relationships, Business Continuity

Education
Dale Carnegie   2012 — 2012
Leadership

Wachovia
Managment Training

Norwich University   2001 — 2003
Graduate Business School

Tufts University Graduate School   1994 — 1995

Thomas Edison State College
B.A.

Appalachian State University   1992 — 1994
Systems Management

Bradley Tadlock Bradley Tadlock Charlotte, North Carolina Area Details
Bradley Tadlock's First Union Experience July 1995 - July 1999
Job Business Technology and Data Coach
Industry Information Technology and Services
Experience
Wells Fargo  September 2009 - Present
Wells Fargo  November 2008 - September 2009
Wachovia  March 2008 - November 2008
Wachovia  July 1999 - March 2008
First Union   July 1995 - July 1999

Skills
Oracle, Business Intelligence, Information Technology, Information Technology..., Systems Development..., Technical Project..., System Architecture, System Integrator, Database Analyst, Applications Delivery, Unix, Linux, Windows, Oracle Financial..., ERP Oracle, Agile Methodologies, Business Analysis, Business Process, Databases, Enterprise Software, IT Strategy, Leadership, SDLC, Strategy, Vendor Management

Education
Appalachian State University   1991 — 1995
BS Business Administration, Information Systems

Lauri Mumford Lauri Mumford Charlotte, North Carolina Details
Lauri Mumford's First Union Experience 1985 - 1997
Job Mortgage Broker at Fisher Mortgage
Industry Banking
Experience
Fisher Mortgage   July 1997 - Present
First Union   1985 - 1997

Skills
Mortgage Banking, Loans, Investment Properties, Real Estate, First Time Home Buyers, Refinance, Short Sales, Mortgage Lending, Credit Analysis, Banking, Loan Origination, Sales, Finance, Financial Analysis, Consumer Lending, Small Business Lending, Leadership, Marketing

Education
Appalachian State University   1979 — 1983
BS, Communication and Media Studies

Douglas Addis Douglas Addis Charlotte, North Carolina Area Details
Douglas Addis's First Union Experience 1993 - 1997
Job Operational Risk Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  2012 - Present
Ally Financial Inc.  2009 - 2012
Bank of America  2005 - 2009
Bank of America  1999 - 2005
BB&T  1997 - 1999
First Union   1993 - 1997

Skills
Team Building, Operational Risk, Operational Risk..., Financial Analysis, Process Management, Financial Risk, Banking, Risk Management, Enterprise Risk..., Credit Risk, Mortgage Lending, Mortgage Banking, Loss Mitigation, Process Improvement, Relationship Management, Business Process..., Financial Services, Financial Management..., Finance, Analytics, Governance, Management

Education
University of North Carolina at Charlotte - Belk College of Business   1998 — 2002
MBA, Marketing

Appalachian State University   1988 — 1992
BSBA, Finance & Insurance

Peter Campanella Peter Campanella Greater New York City Area Details
Peter Campanella's First Union Experience 1998 - 2001
Job Director of Operations at Ramius LLC
Industry Investment Management
Experience
Ramius LLC  August 2006 - Present
Banc of America Securities  May 2001 - August 2006
First Union   1998 - 2001
Kidder Peabody  1987 - 1994

Skills
Operations, Charles River IMS, Aexeo, Bloomberg, Microsoft Office, BARX, eSpeed, Omgeo Oasys, Trading, Portfolio Management, Equities, Settlement, Mutual Funds, Capital Markets, Options, Fixed Income, Middle Office, Equity Derivatives, Electronic Trading, Series 63, Derivatives, Prime Brokerage, FINRA, Back Office, Trading Systems, Hedge Funds, Securities, Alternative Investments, Management, Investments

Education
City University of New York-Baruch College   1987 — 1992
Business Administration, Management and Operations

LaSalle Academy High School   1983 — 1987

Saint Aloysius

Randy Evans, Ph.D. Randy Evans, Ph.D. Chattanooga, Tennessee Area Details
Randy Evans, Ph.D.'s First Union Experience 1998 - 1999
Job Associate Professor of Management & UC Foundation Associate Professor
Industry Higher Education
Experience
University of Tennessee at Chattanooga  2009 - Present
University of Arkansas - Little Rock  2006 - 2009
Verizon Credit   1999 - 2002
First Union   1998 - 1999
Deutsche Financial Services  1994 - 1999

Skills
Higher Education, Data Analysis, Research, Teaching, Organizational..., Staff Development, Student Development, Organizational Behavior, Corporate Citizenship, Human Resources, Public Speaking, Management, Student Affairs, Leadership Development

Education
University of Mississippi   2002 — 2006
Ph.D., Business Management

University of Tampa   1999 — 2001
MBA, Finance

Auburn University   1989 — 1993
BS, International Business

Karen Ruddy Karen Ruddy Sacramento, California Area Details
Karen Ruddy's First Union Experience September 1998 - February 2000
Job Banking Professional
Industry Banking
Experience
California Bank & Trust  February 2000 - June 2002
California Bank & Trust  2000 - 2002
First Union   September 1998 - February 2000
The Money Store  September 1998 - February 2000
The Money Store  March 1998 - September 1998

Skills
Commercial Banking

Education
California State University, Fresno   1994 — 1996
BS, Business Administration, Accountancy

David Kingsbery David Kingsbery Charlotte, North Carolina Area Details
David Kingsbery's First Union Experience 1998 - 2000
Job Reviewing the Situation and Considering Opportunities
Industry Banking
Experience
"Reviewing the Situation"   April 2014 - Present
Wells Fargo Bank  May 2007 - Present
Wachovia, A Wells Fargo Company  January 2000 - May 2007
Wachovia  May 1983 - May 2007
First Union   1998 - 2000
First Union   1996 - 1998
First Union   1995 - 1998
First Union   1983 - 1995
J.P. Stevens   July 1980 - June 1983
Charlotte Mecklenburg Schools  January 1979 - January 1980

Skills
Quality Assurance, SDLC, Process Improvement, Testing, Project Management, Six Sigma, Requirements Gathering, Software Project..., Visio, Analysis, Business Analysis, Vendor Management, Software Documentation, Management, Business Process..., Requirements Analysis, SharePoint

Education
Central Piedmont Community College   2011 — 2011
6 Sigma Green Belt Certification

University of South Florida   1971 — 1975
BA, Secondary Math Education

Allan L. McCombs Allan L. McCombs Greater Nashville Area Details
Allan L. McCombs's First Union Experience January 1997 - January 2002
Job Group Director at National IPA, a Provista company
Industry Executive Office
Experience
National IPA, a Provista company   March 2014 - Present
First Advantage Bank (FABK)   June 2012 - January 2014
US Bank  June 2010 - June 2012
M & I Bank  September 2008 - July 2010
Riverside Bank  January 2005 - July 2008
Wells Fargo  January 2002 - January 2005
First Union   January 1997 - January 2002

Skills
Banking, Business Development, Loans, Strategic Planning, Leadership, Investments, Mortgage Lending, Management, Competitive Analysis, Marketing Strategy, Strategic Partnerships, Retail Banking, Product Management, Change Management, Marketing, Sales, Credit, Commercial Banking, Finance, Treasury Management, Mergers, Commercial Lending, Financial Services, Small Business Lending, Strategic Financial...

Education
Ball State University - College of Business   1988 — 1993
Bachelor of Science (BS), Corporate Finance

Betsy Dugan Betsy Dugan Charlotte, North Carolina Area Details
Betsy Dugan's First Union Experience September 1989 - December 1995
Job CSR at Wilson Air Center
Industry Consumer Services
Experience
Wilson Air Center  May 2013 - Present
Wilson Air Center  May 2013 - Present
Barnes & Noble  November 2010 - January 2013
Joseph-Beth Booksellers  June 2009 - November 2010
Hickory Farms  November 2008 - January 2010
Free Market Warrior   February 2009 - October 2009
2009 Day by Day   December 2008 - January 2009
Century 21 First Choice  May 1996 - October 2008
First Union   September 1989 - December 1995
First Union National Bank  September 1985 - September 1989

Skills
Public Speaking, Problem Solving, Diligent, Merchandising, Word, Microsoft Office, Writing, Research, Retail, Customer Relations, Event Planning, Customer Satisfaction, Customer Service

Education
Chestnut Hill College   1973 — 1977
BA, Liberal Arts, Political Science

Doug Duncan, CISA Doug Duncan, CISA Charlotte, North Carolina Area Details
Doug Duncan, CISA's First Union Experience July 1994 - November 1998
Job Senior Audit Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  January 2006 - Present
Wachovia  August 1998 - January 2006
First Union   July 1994 - November 1998

Skills
Enterprise Risk..., Operational Risk, Sarbanes-Oxley Act, Sarbanes-Oxley, Financial Risk, Internal Audit, Banking, Internal Controls, Auditing, Risk Management, CISA, IT Audit, Leadership, AML, Fraud, Financial Analysis

Education
Appalachian State University   1990 — 1994
B S, Management

David Furman David Furman Hilton Head Island, South Carolina Details
David Furman's First Union Experience 1992 - 2003
Job Executive Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  May 2013 - May 2014
Wells Fargo  January 2009 - April 2013
Wachovia Corporation  February 2004 - January 2009
First Union   1992 - 2003
Dominion Bankshares Corporation  November 1980 - January 1992
First Eastern Bank  1976 - 1980

Education
Bloomsburg University of Pennsylvania   1972 — 1976
B.S., Business Administration

Cortland Senior High School   1969 — 1972

Hala Laviolette Hala Laviolette Fort Pierce, Florida Area Details
Hala Laviolette's First Union Experience June 1991 - June 1997
Job Small Business Banker at Bank of America
Industry Financial Services
Experience
Bank of America  March 2013 - Present
SunTrust Bank  April 2012 - March 2013
SunTrust Bank  August 2005 - March 2012
Bank of America  June 1997 - August 2005
First Union   June 1991 - June 1997

Skills
Small Business Lending, Commercial Lending, Commercial Banking, Loans, Credit, Banking, Consumer Lending, Commercial Mortgages, Lines Of Credit, Retail Banking, Portfolio Management, Treasury Management, SBA, Home Equity Loans, Cross Selling, Branch Management, Credit Risk, Leadership, Sales, Management, Customer Service, Small Business, Loan Origination

Education
Broward College   1992 — 1995

Academy of Finance   1990 — 1992
Business Certificate, Business

Michael Wegmann Michael Wegmann Sacramento, California Area Details
Michael Wegmann's First Union Experience 1996 - 2000
Job Buyer at UC Davis Health System
Industry Logistics and Supply Chain
Experience
UC Davis Health System  October 2014 - Present
Hewlett-Packard  2012 - October 2014
Hewlett-Packard  2010 - 2012
Hewlett-Packard  2006 - 2010
Hewlett-Packard  2004 - 2006
Hewlett-Packard,  2000 - 2004
First Union   1996 - 2000

Skills
Process Improvement, Operations Management, Cross-functional Team..., Business Analysis, Business Process..., Procurement, Vendor Management, Program Management, Outsourcing, Supply Chain Management, Contract Negotiation, Contract Management, Partner Management, Supply Chain, Strategic Sourcing

Education
California State University-Sacramento   1987 — 1992
BS, Criminal Justice

Ed Eisman Ed Eisman Reading, Pennsylvania Area Details
Ed Eisman's First Union Experience 1997 - 2000
Job Systems Engineer II at the Reading Hospital and Medical Center
Industry Hospital & Health Care
Experience
The Reading Hospital and Medical Center  July 2002 - Present
D & E Communications   2000 - 2002
First Union   1997 - 2000

Skills
Active Directory, Group Policy, Routers, Software Installation, Windows Server, Windows 7, IT Management, Data Center, VMware ESX, VMware, Servers

Education
Berks Technical Institute
Systems Administration

Nina Janschka Nina Janschka Greater Philadelphia Area Details
Nina Janschka's First Union Experience 1996 - 1998
Job Customer Service | Post Mortgage Closer
Industry Banking
Experience
Customers Bank  2014 - Present
Customers Bank  May 2013 - 2014
Wells Fargo  2012 - 2013
Wells Fargo  2010 - 2012
Wachovia => Wells Fargo   2004 - 2010
First Union => Wachovia   1998 - 2004
First Union   1996 - 1998
First Fidelity  1995 - 1996

Skills
Consumer Lending, Accounting, New Business Development, Banking, Customer Satisfaction, Direct Sales, Operations Management, Team Leadership, Team Building, Team Management, Teamwork, Consulting, Management, Loans, Sales, Social Networking, Retail Banking, Customer Service, Small Business Lending, Commercial Banking, Credit, Finance, Mortgage Lending, Credit Analysis, Risk Management

Education
Cabrini College   2000 — 2003
Business Administration and Management, General

Montgomery County Community College   1973 — 1979
Business Administration and Management, General

Laurie Michie Laurie Michie Asheville, North Carolina Area Details
Laurie Michie's First Union Experience 1996 - 1997
Job Certified ITIL Expert / Innovation Delivery at CompuCom
Industry Information Technology and Services
Experience
CompuCom  March 2010 - Present
Dell  February 2009 - May 2010
CompuCom  January 2009 - February 2009
Corus Group, LLC   July 2007 - December 2008
Siemens ITS  August 2005 - March 2007
Siemens Business Services  April 2002 - August 2005
GE Capital IT Solutions  2001 - 2002
GE Capital IT Solutions  2000 - 2002
GE Capital IT Solutions  1997 - 2000
First Union   1996 - 1997

Skills
Managed Services, Service Delivery, PMP, IT Outsourcing, Outsourcing, Strategy, Pre-sales, IT Service Management, Leadership, Integration, Project Management, Business Process, Data Center, ITIL, Program Management, PMO, Software Documentation, ITIL Certified

Education
Appalachian State University   1977 — 1982
BS, Special Education

Central Piedmont Community College
AS, Information Systems

Dr. Charles Prescott Dr. Charles Prescott Knoxville, Tennessee Area Details
Dr. Charles Prescott's First Union Experience January 1989 - September 1992
Job
Industry Financial Services
Experience
Crown College of the Bible   January 2012 - Present
University of Phoenix  January 2011 - March 2014
First Southern Bank  September 2004 - January 2012
Pinnacle Bank FL   June 2000 - September 2004
USA Computer Wholesaler   September 1998 - June 2000
SunTrust Bank  June 1992 - September 1998
First Union   January 1989 - September 1992

Skills
Leadership, Microsoft Office, Microsoft Word, Management, PowerPoint, Sales, Research, Microsoft Excel, Training, Credit Analysis, Financial Analysis, Business Development, Business Strategy, Business Analysis, Business Planning

Education
Capella University   2004 — 2010
Doctor of Philosophy (Ph.D.), Educational/Instructional Technology/Online Learning, 3.75

Troy University Troy Alabama   1988 — 1990
Master's degree, Business, Management, Marketing, and Related Support Services, 4.00

Landmark Baptist College   1982 — 1983
Christian Education- History Major, Bible/Biblical Studies, 3.94

Lyman High School Longwood FL   1972 — 1974
Diploma, General

Bri Hidalgo Bri Hidalgo San Francisco Bay Area Details
Bri Hidalgo's First Union Experience August 2000 - June 2002
Job Investment Compliance Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank  May 2006 - Present
First State Investments  February 2005 - December 2005
Wachovia Securities  June 2002 - November 2005
First Union   August 2000 - June 2002

Skills
Investments, Equities, Asset Management, Financial Risk, Securities, Alternative Investments

Education
San Francisco State University, College of Business   2001 — 2004
Bachelor's Degree

California Polytechnic State University-San Luis Obispo   1998 — 2000
Business Administration and Management, General

Barry Luciani Barry Luciani Baltimore, Maryland Area Details
Barry Luciani's First Union Experience June 1994 - May 1998
Job SVP at Susquehanna Bank
Industry Banking
Experience
Susquehanna Bank  June 1998 - Present
First Union   June 1994 - May 1998
Household Bank  January 1989 - June 1994

Skills
Commercial Banking, Small Business Lending, Retail Banking, Financial Analysis, Loans, Mortgage Lending, Banking, Commercial Lending, Consumer Lending, Credit, Lines Of Credit, Leadership, Credit Analysis, Loan Origination, Community Outreach, Small Business, New Business Development, Underwriting, Portfolio Management

Education
California University of Pennsylvania   1979 — 1983

Monongahela Valley Catholic HIgh School   1976 — 1982

Cecil Keyton Cecil Keyton Greater Atlanta Area Details
Cecil Keyton's First Union Experience October 1999 - August 2001
Job Senior Software Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Bank  August 2008 - Present
Wachovia  October 2006 - August 2008
Wachovia  May 2004 - October 2006
Wachovia  August 2001 - May 2004
First Union   October 1999 - August 2001
First Union   September 1998 - October 1999
North Carolina State University  August 1997 - September 1998

Skills
SCCM, VMware, System Deployment, Windows 7, Network Administration, InstallShield, XP, Active Directory, VBScript, Hardware, Software Installation, Scripting, Networking, Technical Support, Microsoft Technologies, IT Service Management, Software Deployment, Vendor Management, Troubleshooting, Laptops, Operating Systems, Help Desk Support, Project Management, Citrix, SharePoint, Disaster Recovery

Education
Campbell University   1993 — 1996
Bachelors, Business Administration

Christy Shi Christy Shi Smyrna, North Carolina Details
Christy Shi's First Union Experience September 1999 - February 2001
Job Community Food Strategies
Industry Civic & Social Organization
Experience
Center for Environmental Farming Systems  March 2013 - Present
Shi-Day Consulting   January 2011 - Present
Charlotte City Market   June 2011 - 2012
Know Your Farms, LLC   2008 - 2011
Ingeniux Corporation  2007 - 2011
Town of Davidson  January 2005 - September 2009
Davidson Historical Society   2006 - 2008
Davidson College  March 2001 - December 2005
First Union   September 1999 - February 2001
MicroAssist  1999 - 2000

Skills
Thought Leadership, Strategic Planning, Leading Cross..., Public Speaking, Budget Development, Building Relationships, Communication Written, Teamwork, Political Communication, Community Engagement, Social Media Marketing, Program Development, Instructional Design, Large Group Facilitation, Software Project..., Business Analysis, Performance Improvement, Education, Sustainable Agriculture, Workshop Facilitation, Leadership, Management, Training, Entrepreneurship, Sustainability, Social Media, Proposal Writing, Policy

Education
Antioch University Seattle   2009 — 2011
MS, Management and Leadership, concentration in Strategic Communication

Davidson College   1993 — 1996
BA, Political Science, concentration in Education

NCSSM   1990 — 1992

West Forsyth High School   1988 — 1990

Jackie Decierdo Jackie Decierdo San Francisco Bay Area Details
Jackie Decierdo's First Union Experience April 1998 - October 1999
Job Experienced Underwriter
Industry Financial Services
Experience
Reunion Mortgage  November 2009 - January 2010
Wachovia, A Wells Fargo Company  October 2006 - October 2008
World Savings  October 1999 - October 2006
First Union   April 1998 - October 1999

Education
Chabot College

James Logan High School
General Education

Matthew Weidner Matthew Weidner Reading, Pennsylvania Area Details
Matthew Weidner's First Union Experience June 1996 - June 1999
Job Senior Financial Analyst at Penske Truck Leasing
Industry Transportation/Trucking/Railroad
Experience
Penske Truck Leasing  June 1999 - Present
First Union   June 1996 - June 1999

Skills
Hyperion Enterprise, P&L, Financial Reporting, Financial Analysis, Visio, Forecasting, Budgets, Leadership, Transportation, Access

Education
Bob Jones University   1985 — 1992

Marlene (Bogdon) Deal Marlene (Bogdon) Deal Greater Philadelphia Area Details
Marlene (Bogdon) Deal's First Union Experience August 1997 - April 1999
Job Business Risk Reporting Team Lead / Director at Barclaycard US
Industry Banking
Experience
Barclaycard  July 2009 - Present
Bank of America  March 2006 - March 2009
MBNA  May 1999 - March 2006
First Union   August 1997 - April 1999
Advanta  January 1989 - August 1997

Skills
Compliance Management, Compliance, Operational Risk, Credit Cards, Financial Risk, Banking, Risk Assessment, Internal Audit, Loans, Sarbanes-Oxley Act

Education
Temple University
MBA, Business Administration

Bloomsburg University of Pennsylvania   1984 — 1988
BS, Business Administration

Randy Harsey Randy Harsey Norfolk, Virginia Area Details
Randy Harsey's First Union Experience January 1998 - January 1999
Job Branch Manager at WestStar Mortgage
Industry Financial Services
Experience
WestStar Mortgage  2010 - Present
The Lending-XChange   November 2008 - October 2009
SunTrust Bank  March 2004 - November 2007
RBC Centura Bank  2002 - 2004
First Union National Bank  January 1999 - January 2002
First Union   January 1998 - January 1999
NOLAND COMPANY  January 1996 - January 1998

Education
Walden University   2006 — 2009
MS, Psychology

Regent University   1999 — 2004
M.Div., Practical Theology

Christopher Newport University   1994 — 1996
BSBA, Economics

WARWICK HIGH SCHOOL
Diploma

Kallie Edge Kallie Edge Greater New York City Area Details
Kallie Edge's First Union Experience 1996 - 1998
Job Marketing Representative at Miles of Marketing
Industry Human Resources
Experience
Miles of Marketing   January 2012 - Present
The Pampered Chef  July 2010 - July 2012
Advantage  November 2005 - February 2009
AppleOne  2001 - 2005
A.G. Edwards   1999 - 2001
First Union   1996 - 1998

Skills
Sourcing, Employee Relations, Team Building, Talent Acquisition, Career Counseling

Education
City University of New York-Herbert H. Lehman College   2012 — 2016
Master of Science (M.S.Ed), Counselor Education/School Counseling

Mercy College   1997 — 2000
Bachelor of Applied Science (B.A.Sc.), Psychology

Berkeley College   1993 — 1995
AAS, Business

Danielle Richard Danielle Richard Knoxville, Tennessee Area Details
Danielle Richard's First Union Experience September 1987 - January 2001
Job Customer Account Manager ELAVON MERCHANT SERVICES/US BANK
Industry Banking
Experience
US Bank/Elavon  August 2009 - Present
ELAVON MERCHANT SERVICES/US BANK   June 2012 - October 2014
US Bank  September 1987 - September 2008
First Union   September 1987 - January 2001

Skills
Customer Service, Credit, Finance, Payment Card Processing, Commercial Banking, Sales, Banking, Microsoft Excel, Loans, Credit Cards, Relationship Management, Consumer Lending, Payments, Retail Banking, Cash Management, Cross Selling, Credit Analysis

Education
Broward College   1988 — 1989
Accounting

William Haase William Haase San Francisco Bay Area Details
William Haase's First Union Experience 1998 - 1999
Job Marketing Representative
Industry Financial Services
Experience
Las Trampas  October 2008 - Present
Business Team  July 2008 - Present
Greenpoint Mortgage  2000 - 2007
First Union   1998 - 1999
Greentree Financial Group, Inc.   1998 - 1999
California Mortgage Advisors  1993 - 1996

Skills
Microsoft Office, Sales, Customer Service, Credit, Selling, Loans, CRM, Finance, Real Estate, Marketing, FHA, Sales Operations, Banking, Mortgage Lending, Mortgage Banking, Refinance, Loan Origination, Credit Analysis

Education
California State University-East Bay   2005 — 2009
B.S, Business Adminstration

California State University-East Bay   1978 — 1984
B.A, Sociology

San Diego State University-California State University   1980 — 1982

Kennedy High School

Nigel Duckworth Nigel Duckworth Charlotte, North Carolina Area Details
Nigel Duckworth's First Union Experience 1997 - 1999
Job Direct Response Marketing and Design
Industry Marketing and Advertising
Experience
One Network Enterprises  September 2002 - Present
Carolina Cycling Time Trial Association CCTTA   January 2004 - December 2010
Per4mance Training, LLC   November 2004 - February 2008
Elogex, Inc   2002 - 2003
Adhesion Technologies   August 2000 - September 2002
iXL, Enterprises  1999 - 2001
iXL  January 1999 - July 2000
First Union   1997 - 1999
Wachovia  1997 - 1999

Skills
Graphic Design, Web Design, Web Development, SEO, Web Analytics, Online Marketing, Email Marketing, Social Media Marketing, Blogging, PHP, phpMyAdmin, Wordpress, HTML, CSS, JavaScript, jQuery, Photoshop, Illustrator, InDesign, Dreamweaver, 3D, Online Advertising, Copywriting, Advertising, User Experience, WordPress, SaaS, Website Development, Brand Development, SEM, Social Media, Marketing, Integrated Marketing, Marketing Strategy, Marketing Communications, Logo Design, E-commerce, Analytics, Lead Generation, Leadership, Digital Marketing, Product Development, Web Marketing, Social Networking, Google Analytics, Content Management, Strategic Partnerships

Education
Birkbeck, University of London   1993 — 1997
BA Hons

Post Office Telkom at Olifantsfontein   1983 — 1985
Certificate in Telecommunications

Jacob Hall Jacob Hall Charlotte, North Carolina Area Details
Jacob Hall's First Union Experience August 1994 - December 1998
Job Innovation Wrangler
Industry Internet
Experience
Agingo   December 2009 - Present
Wells Fargo  January 2009 - Present
RAINN  October 2001 - February 2009
Wachovia  June 2001 - December 2008
XBond   April 2000 - June 2001
Intranet Communications Systems   March 2000 - October 2000
marchFIRST  November 1999 - March 2000
Core Technology Partners, LLC   January 1999 - October 1999
First Union   August 1994 - December 1998

Skills
Start-ups, Entrepreneur, Emerging Technologies, Innovation Management, Enterprise Architecture, IT Strategy, Business Strategy, IT Management, Business Management, Entrepreneurship, Management, Leadership, Strategy, Innovation Wrangling, Cloud Computing, Architecture, Project Management, Data Center, Product Management, SaaS, Program Management, Application Architecture, Business Analysis, Integration, SOA, Business Development, Team Building, Team Leadership, Management Consulting, Executive Management, Storage, Vendor Management, Cross-functional Team..., Change Management, SDLC, Software Development, Business Intelligence, Enterprise Software, Solution Architecture, System Architecture, Software Project..., Requirements Analysis, Agile Methodologies, Agile Project Management, Data Warehousing, Analysis, Big Data, Networking, Security, Technical Leadership

Education
Massachusetts Institute of Technology - Sloan School of Management   2010 — 2012
Certificate in Strategy and Innovation

Capella University   2005 — 2007
BS, Information Technology

Hugo Carreras, PMP Hugo Carreras, PMP Charlotte, North Carolina Area Details
Hugo Carreras, PMP's First Union Experience 1996 - 1998
Job
Industry Information Technology and Services
Experience
HCT International   March 2004 - Present
Bank of America  January 2011 - August 2013
Citi Group  2001 - 2004
NCR  1998 - 2001
First Union   1996 - 1998
DHL  January 1992 - October 1996

Skills
Data Warehousing, Business Intelligence, Software Project..., Teradata, Data Modeling, Business Analysis, Vendor Management, Microsoft SQL Server, Requirements Gathering, SDLC, IT Strategy, SQL, Enterprise Software, PMP, Management, Professional Services, Consulting, IT Management, Business Process, Integration, Enterprise Architecture, Requirements Analysis, PMO, ITIL, Project Planning

Education
Harvard Business School   2000 — 2000
Executive Education, Leading Professional Services Firms

University of California, Berkeley   1989 — 1990
Operating Systems design, Computer Science, 4

University of Miami   1990 — 1992
MS, Math and Computer Science

Universidad de Belgrano   1987 — 1988
MS, Information Systems

Universidad de Belgrano   1983 — 1986
BS, Information Systems

Central Piedmont Community College   2011 — 2011
Project Management

Crystal Laurie Crystal Laurie Raleigh-Durham, North Carolina Area Details
Crystal Laurie's First Union Experience 1999 - 2000
Job
Industry Banking
Experience
BB&T  March 2014 - Present
BB&T  March 2010 - Present
BB&T  May 2005 - March 2010
The Hartford  April 2003 - May 2005
Commonwealth of Massachusetts  June 2002 - April 2003
BB&T  2000 - June 2002
Bayer Pharmaceuticals at RTP Durham NC   2000 - 2001
First Union   1999 - 2000

Skills
Business Analysis, Project Management, Risk Management, Contact Center..., Fraud Risk Management, Secure Authentication, Internal Audit, Lean Six Sigma, Online Banking, Contact Center..., Financial Services, Process Improvement

Education
Central Texas College   1990 — 1991
AAS

Albert Rauch, PhD, CFA Albert Rauch, PhD, CFA Madison, Wisconsin Area Details
Albert Rauch, PhD, CFA's First Union Experience 2000 - 2001
Job Managing Analyst Healthcare Sector
Industry Investment Management
Experience
State of Wisconsin Investment Board  March 2008 - Present
A.G. Edwards   August 2002 - November 2007
Landenberg Thalmann   2001 - 2002
First Union   2000 - 2001
Everen Securities  1996 - 2000
A.G. Edwards   February 1995 - August 1996
Pfizer  February 1989 - 1995
Wake Forest School of Medicine  1985 - 1989

Skills
Portfolio Management, Healthcare, Asset Management, Biotechnology, Pharmaceuticals, Investments, Equity Research, Valuation, Due Diligence, Investment Strategies, Equities, Financial Modeling

Education
Rensselaer Polytechnic Institute   1991 — 1993
MBA, Finance

Wake Forest University School of Medicine   1983 — 1985
Post-doc, Pharmacology

Emory University   1978 — 1983
PhD, Experimental Pathology

The University of South Dakota   1976 — 1978
Master, Chemistry

The University of South Dakota   1975 — 1976
B.S., Chemistry

Benedictine University   1971 — 1975
Biochemistry

Rena Blake Rena Blake Greater Philadelphia Area Details
Rena Blake's First Union Experience November 1999 - August 2000
Job Global Process Lead at Citi
Industry Banking
Experience
Citi  June 2014 - Present
Citi  November 2012 - May 2014
Citigroup  July 2011 - November 2012
Citi  December 2009 - July 2011
Citi  January 2007 - December 2009
Citi  February 2006 - January 2007
Citi  December 2003 - February 2006
Citi  May 2001 - December 2003
Citi Temp   August 2000 - May 2001
First Union   November 1999 - August 2000

Skills
Visio, Lotus Notes, Call Center, Project Management, MS Project, File Management, Data Migration, Workshop Facilitation, Microsoft Office, Help Desk Support, Windows, Adobe Acrobat, Leadership, Customer Service, Budgets, Foreign Exchange, Credit, Coaching, Process Engineering, CRM, Call Centers, Management, Vendor Management, Banking, Program Management, Training, PMO, Process Improvement, Credit Cards, Business Analysis

Education
Centenary College   1996 — 1998

Salem High school   1992 — 1996

David Morrin David Morrin Tampa/St. Petersburg, Florida Area Details
David Morrin's First Union Experience 1996 - 2001
Job Manager Pricing at PSCU Financial Services
Industry Banking
Experience
PSCU Financial Services  June 2007 - Present
The Thompson Group  2005 - 2007
HSN  June 2004 - December 2005
JPMorgan Chase  2001 - 2004
First Union   1996 - 2001

Skills
Process Improvement, Financial Analysis, Forecasting, Analysis, Business Analysis, Analytics, Finance

Education
University of North Carolina at Charlotte   1993 — 1996

Bowling Green State University   1991 — 1992

Gregg Hisatomi Gregg Hisatomi San Francisco Bay Area Details
Gregg Hisatomi's First Union Experience 1998 - 2000
Job Sr. Manager of WW Sales Operations
Industry Semiconductors
Experience
Quantenna Communications  August 2011 - Present
SiBEAM  February 2009 - August 2011
Ikanos Communications  April 2004 - February 2009
QRS  April 2002 - April 2004
Pctel  2000 - 2002
First Union   1998 - 2000
The Money Store  1998 - 2000

Skills
Customer Relations, Sales Operations, Customer Service, Acquisition Integration, SEC reporting, CRM, Forecasting, SEC filings, Management, Strategic Planning, Cross-functional Team..., Semiconductors, Leadership, Start-ups, Sales, Process Improvement, Wireless, Strategy

Education
Chapman University   2000 — 2002
MBA, Finance

University of California, Los Angeles   1988 — 1992
B.A.

Nora Reinhart Nora Reinhart Greater New York City Area Details
Nora Reinhart's First Union Experience March 1999 - April 2000
Job AVP at BNY Mellon Wealth Management
Industry Banking
Experience
BNY Mellon Wealth Management  July 2005 - Present
AXA Distributors  May 2000 - June 2005
First Union   March 1999 - April 2000

Skills
Wealth Management, Series 7, Equities, Portfolio Management, Mutual Funds, Investments, Retirement Planning, Investment Advisory, Asset Managment, Series 6, Series 63, Investment Management, Fixed Income, Financial Analysis, Securities, Asset Allocation, Fixed Annuities, Strategic Financial..., Insurance, Financial Planners, Uniform Combined State..., Series 65, Hedge Funds, Asset Management, IRAs, ETFs, High Net Worth..., Wealth, 401k, Alternative Investments, Bonds, Financial Services, Estate Planning, Variable Annuities, Bloomberg, Investment Strategies, Separately Managed..., Retirement, Wealth Management..., Banking, Financial Advisory, Options, Relationship Management, FINRA

Education
California State University-Sacramento   1991 — 1995
B.S., FInance & Insurance

Livermore HIgh   1986 — 1989

Bruce Post Bruce Post Greater New York City Area Details
Bruce Post's First Union Experience January 1990 - January 1994
Job A/E at TMS Funding
Industry Financial Services
Experience
Total Mortgage Wholesale Services   September 2012 - Present
Patriot National Bank  March 2012 - September 2012
First County Bank  July 2011 - March 2012
First Niagara Bank  July 2009 - July 2011
PHH Financial Services   March 2008 - July 2009
First Franklin Financial  1998 - 2008
First Franklin a division of Merrill Lynch   1998 - 2008
Southern Pacific Funding   September 1995 - November 1998
United Companies  January 1994 - January 1995
First Union   January 1990 - January 1994

Skills
Loans, Mortgage Lending, Underwriting, Credit, FHA, Real Estate, Loan Origination, Mortgage Banking, Banking, Refinance, Commercial Mortgages, Residential Mortgages

Education
Abilene Christian University   1978 — 1983
Bachelor of Arts (B.A.), Management and Marketing

Abilene Christian University   1978 — 1983
BA Management/BA, Marketing

Harding University   1978 — 1982
management

Nona Drye Nona Drye Charlotte, North Carolina Area Details
Nona Drye's First Union Experience 1983 - 2004
Job Consultant at District Design Studio
Industry Graphic Design
Experience
A Safer Place For Kids to Play   ConsultantDistrict Design StudioNovember 2009 - Present
First Data Corporation  May 2004 - August 2007
Wachovia  1992 - 2004
First Union   1983 - 2004

Skills
Banking, Payments, Business Analysis, Cash Management, Business Process..., Business Requirements, Change Management, Credit, Financial Risk, Financial Services, Leadership, Management, Portfolio Management, Process Improvement, Project Management, Relationship Management, Risk Management, Vendor Management

Education
University of Phoenix   2006 — 2008

Central Piedmont Community College
Six Sigma Black Belt

Hal Finney Hal Finney Birmingham, Alabama Area Details
Hal Finney's First Union Experience July 1988 - February 1997
Job President at Finney Equipment & Parts
Industry Construction
Experience
Finney Equipment & Parts   February 1997 - Present
First Union   July 1988 - February 1997
First Union National Bank  July 1988 - February 1997

Skills
Purchasing, Sales, Project Management, Negotiation, Financial Analysis, Marketing, Microsoft Office, Team Building, Customer Service, Operations Management, New Business Development, Business Development, HAL, Contract Negotiation, Leadership, Logistics, Marketing Strategy, Risk Management, Small Business, Business Planning, Business Strategy, Account Management, Accounting, Analysis, Banking, Change Management, Cross-functional Team..., Direct Sales, Customer Satisfaction, Entrepreneurship, Forecasting, Insurance, Inventory Management, Management, Management Consulting, Manufacturing, Market Research, Microsoft Excel, Pricing, Process Scheduler, Procurement, Product Development, Program Management, Project Planning, Public Speaking, Retail, Sales Operations, Sales Process, Selling, Team Leadership

Education
Auburn University   1984 — 1988
BS, Finance

Montgomery Academy   1979 — 1984

Tom Connaughton Tom Connaughton Murrells Inlet, South Carolina Details
Tom Connaughton's First Union Experience February 1995 - August 1999
Job Experienced Banking Executive specializing in audit and compliance, fraud and security, and data privacy
Industry Banking
Experience
Connaughton Consulting   January 2009 - Present
Citigroup  April 2005 - May 2011
Citi Group  January 2004 - April 2005
Citigroup  August 1999 - January 2005
First Union   February 1995 - August 1999
First Union   January 1992 - February 1995

Skills
Operational Risk, AML, Operational Risk..., Retail Banking, Banking, Credit, OFAC, Financial Risk, Loans, Risk Assessment, Financial Services, Fraud, Information Security, Risk Management, Mergers & Acquisitions

Education
City University of New York

Paul DeSanctis Paul DeSanctis Greater New York City Area Details
Paul DeSanctis's First Union Experience 1998 - 2000
Job Audit Director at Citigroup
Industry Banking
Experience
Citigroup  April 2010 - Present
TD Bank  2008 - April 2010
Commerce Bancorp  2003 - 2008
Merrill Lynch  2000 - 2003
First Union   1998 - 2000
CoreStates Bank  1994 - 1998

Skills
PMP, CISA, CAMS, ATP

Education
New York University - Leonard N. Stern School of Business   2000 — 2003
MBA, Finance

University of Pennsylvania - The Wharton School   1997 — 1999
BBA, Management

Brown University   1987 — 1988

Aaron Salmon, CFP® Aaron Salmon, CFP® Charlotte, North Carolina Details
Aaron Salmon, CFP®'s First Union Experience 1997 - 2008
Job Dad
Industry Financial Services
Experience
stay at home dad  2009 - Present
Wachovia  2005 - 2009
Wachovia  1997 - 2008
First Union National Bank  1997 - 2008
First Union   1997 - 2008
IBM  1995 - 1995

Skills
Wealth Management, Marketing Communications, Portfolio Management, Small Business, Business Analysis, Strategic Planning, Sales Management, Banking, Business Development, Mutual Funds, Strategic Financial..., Asset Allocation, Securities, Retirement Planning, Investments, New Business Development, Asset Management, Insurance, Financial Analysis, Investment Management, Estate Planning, Equities, Investment Strategies

Education
Presbyterian College   1993 — 1996
BS, Business Administration and Management, General

Appalachian State University   1992 — 1993

La'Quita Alston La'Quita Alston Raleigh-Durham, North Carolina Area Details
La'Quita Alston's First Union Experience February 1998 - May 2000
Job Staff Development Specialist III at NC Office of Information Technology Services
Industry Professional Training & Coaching
Experience
NC Office of Information Technology Services  August 2013 - Present
Cumulus Broadcasting  August 2008 - April 2009
Sandhills Physicians   May 2008 - July 2008
Wilson Medical Center  June 2000 - September 2007
Wilson Medical Center  2000 - 2007
Wilson Medical Center  2000 - 2007
First Union   February 1998 - May 2000
First Union   August 1995 - February 1998
First Union   October 1993 - August 1995
First Union   November 1992 - October 1993

Skills
Employee Training, Leadership, Training, Onboarding, Change Management, Human Resources

Education
Wilson Technical Community College   2006 — 2007
Interpreter Education

North Carolina State University   1999 — 2000
Training and Development Certification

Augusta State University - College of Business Administration   1989 — 1990
BBA, Marketing

East Georgia College   1986 — 1988
Associates, Business Administration and Economics

High School   1982 — 1986
High School Diploma, Business Administration

Brenda Corbo Brenda Corbo Greater New York City Area Details
Brenda Corbo's First Union Experience 1983 - 2008
Job VPResidential Lending at Thomaston Savings Bank
Industry Banking
Experience
Thomaston Savings Bank  May 2015 - Present
Naugatuck Valley Savings and Loan  October 2009 - May 2015
Wachovia Bank  October 2007 - October 2008
Wachovia Mortgage Corporation  June 1981 - October 2008
Wachovia Mortgage Corporation  January 1983 - January 2008
First Union   1983 - 2008
Wachovia  1983 - 2008
Wachovia, A Wells Fargo Company (World Savings)   1983 - 2008
Wachovia Mortgage Corporation  June 1991 - October 2007
Northeast and Midwest   January 1991 - January 2007

Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Credit, Loans, Loan Servicing, Analysis, Banking, Coaching, Commercial Banking, Commercial Lending, Construction Loans, Consumer Lending, Credit Analysis, Credit Risk, Relationship Management, Business Development, Financial Services, Residential Mortgages, Refinance, FHA, Management, Risk Management, Underwriting

Education
Central Connecticut State University
Finance

Charles Corpening Charles Corpening Greensboro/Winston-Salem, North Carolina Area Details
Charles Corpening's First Union Experience 1988 - 1993
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  December 1993 - Present
Deutsche Bank Alex. Brown  1993 - Present
Deutsche Bank  1993 - Present
First Union   1988 - 1993
RBC Centura  1986 - 1988

Skills
Alternative Investments, Asset Management, Business Strategy, Leadership, Investments, Mutual Funds, Strategy, Private Equity, Investment Banking, Equities, Private Placements, Retirement Planning, 401k, Pensions, Wealth Management, Finance, Risk Management, Strategic Planning, Management

Education
University of Pennsylvania - The Wharton School   2000 — 2003
Bachelor of Business Administration (BBA), Securities Industry Institute

Campbell University   1982 — 1986
Bachelor of Business Administration (BBA), Trust Management

Ravenscroft School   1970 — 1982

AGI Center for Behavioral Finance
Certified Behavioral Finance Analyst

Cindy Schellinger Cindy Schellinger Greater Milwaukee Area Details
Cindy Schellinger's First Union Experience June 1989 - April 1996
Job Product Manager at Citizens Bank
Industry Banking
Experience
Citizens Bank  February 2015 - Present
JPMorgan Chase  May 2010 - February 2015
JPMorgan Chase  July 2005 - June 2010
JPMorgan Chase  November 2002 - July 2005
JPMorgan Chase  November 2002 - November 2003
JPMorgan Chase  2000 - 2002
First Union   June 1989 - April 1996

Skills
Mortgage Lending, Product Management, Commercial Lending, Real Estate, Credit, Underwriting, Credit Cards, Management, Financial Services, Banking, Mortgage Banking, Loan Origination, Portfolio Management, Risk Management, Loans

Education
Cameron University   1995 — 1997
BBA, Finance

Cameron University   1995 — 1997
Bachelor of Business Administration (BBA), Finance, General

Karen Lindquist Karen Lindquist Greater Chicago Area Details
Karen Lindquist's First Union Experience 1987 - 2000
Job Application Integration Program Manager
Industry Banking
Experience
Allstate Insurance Co.  2009 - Present
Allstate  August 2004 - January 2009
SunTrust  2001 - 2004
First Union   1987 - 2000

Skills
Program Management, PMP, PMO, Cross-functional Team..., SDLC, MS Project, PMI, Project Planning, Resource Management, Process Improvement, IT Governance, Visio, Project Execution, Project Management, Software Documentation, Systems Analysis, Change Management, Vendor Management, Agile Methodologies, Quality Assurance, SharePoint, Business Analysis, Risk Management, Management, Testing, Business Process, Leadership, IT Strategy, Project Portfolio..., Requirements Gathering, Software Project..., Team Leadership, Requirements Analysis, Business Process..., Integration, IT Service Management, ITIL, Business Intelligence, IT Management, Enterprise Architecture

Education
University of Phoenix   2001 — 2003
Business Administration

Central Michigan University
Business, Mathematics

Paul Mellini Paul Mellini Ocala, Florida Area Details
Paul Mellini's First Union Experience 1985 - 2001
Job President at Nature Coast Bank
Industry Banking
Experience
Nature Coast Bank   PCB BancorpPCBJanuary 2002 - May 2004
First Union   1985 - 2001

Education
Albright College
Bachelor of Arts (B.A.)

Ginger Gidden-Weinzierl Ginger Gidden-Weinzierl Greater Atlanta Area Details
Ginger Gidden-Weinzierl's First Union Experience April 1990 - January 1996
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo  May 2003 - Present
Wachovia Bank, a Wells Fargo Company  2003 - Present
Wachovia Bank  2003 - Present
Wells Fargo  2003 - Present
SunTrust Bank  January 1996 - May 2003
First Union   April 1990 - January 1996
Wachovia (Formerly First Union)   1990 - 1996

Skills
Banking, Treasury Services, Treasury Management, Cash Management, Commercial Banking, Credit, Financial Services, Financial Analysis, Relationship Management, Payments, ACH, Commercial Lending, Credit Analysis, Electronic Payments, Management, Payment Systems, Treasury, Working Capital...

Education
Birmingham-Southern College
BS, Finance, Math, Spanish

Dave Meschini Dave Meschini Greater Philadelphia Area Details
Dave Meschini's First Union Experience 1998 - 2000
Job Marketing at Business Made EZ
Industry Accounting
Experience
Business Made EZ   sales assistantPenn Mutual2000 - 2002
first union   1998 - 2000
wachovia  1998 - 2000
janney montgomery scott  1995 - 2000
janney montgomery scott  1995 - 2000

Education
Camden County College   1994 — 1998
business

Rider University   1993 — 1995
communications

Gina G. Houser Gina G. Houser Charlotte, North Carolina Area Details
Gina G. Houser's First Union Experience October 1997 - November 1999
Job at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  December 2008 - Present
AIG VALIC  November 1999 - December 2008
First Union   October 1997 - November 1999
Edward Jones  September 1994 - October 1997
First Financial Savings Bank   August 1989 - August 1994

Education
Appalachian State University   1980 — 1984
BS, Business Administration: Marketing, Management

Christine Yasgar Christine Yasgar Greater New York City Area Details
Christine Yasgar's First Union Experience 1991 - 1997
Job Training Specialist / Instructional Designer at ConnectiCare
Industry Insurance
Experience
ConnectiCare  November 2008 - Present
Christine Yasgar Photography   July 2011 - November 2014
Anthem  December 2001 - November 2008
Wellpoint  2002 - 2008
Anthem  April 2000 - December 2001
Anthem  February 1998 - April 2000
First Union   1991 - 1997

Skills
Instructional Design, Health Insurance, Adult Education, Claims, Instructor-led Training, ADDIE, Call Centers, Captivate, Employee Training, Adult Learning Theory, Medicare, Training, Training Delivery, Insurance, HIPAA, Process Improvement, Blended Learning, Customer Service, Performance Consulting, Needs Analysis, Claim, E-Learning, Leadership Development, Managed Care, Software Documentation, Technical Training, Performance Improvement, Job Aids, Coaching, Healthcare, Hands-on Training, Curriculum Design, Training Facilitation, Business Process..., Human Factors, Learning Management, Learning Management..., Microsoft Office, Leadership

Education
Albertus Magnus College   2002 — 2008
B.S., Human Services

Brenda Van Valen, CFP(R), CTFA, CWS(R) Brenda Van Valen, CFP(R), CTFA, CWS(R) Charlotte, North Carolina Area Details
Brenda Van Valen, CFP(R), CTFA, CWS(R)'s First Union Experience 1998 - 2001
Job Market President at Argent Trust Company
Industry Financial Services
Experience
Argent Trust Company   February 2015 - Present
Reliance Trust Company  June 2012 - January 2015
FPA of Charlotte   2009 - 2013
The Trust Company of Sterne Agee Inc   March 2009 - June 2012
First Charter Bank  July 2003 - March 2009
Wachovia  2001 - 2003
First Union   1998 - 2001

Education
Campbell University   1995 — 1997
Bachelor, Trust Mgmt Minor in Financial Planning

Mount Aloysius College   1978 — 1980
Associate of Science, Merchandising

CWS, Cannon Trust I, II, III, Trust Tax I, II

Johnstown High School

Kathy Quaranta Kathy Quaranta Greater New York City Area Details
Kathy Quaranta's First Union Experience February 1993 - September 1996
Job Banking Administration/Process Improvement/Operations Management/
Industry Financial Services
Experience
Bank of America  November 2009 - Present
PrO Unlimited  May 2009 - August 2009
Performance Plus, Inc.   November 2008 - April 2009
Merrill Lynch  July 2007 - November 2008
Merrill Lynch  January 2001 - July 2007
Summit Bank (Fleet now Bank of America)   September 1996 - January 2001
First Union   February 1993 - September 1996
First Fidelity Bank  January 1990 - February 1993

Skills
Visio, Process Improvement, PowerPoint, Portfolio Management, Word, Excel, Customer Service, Credit, Documentation, Compliance, Banking, Business Analysis, Financial Analysis, Risk Management, Access, Team Building, Microsoft Excel, Software Documentation, Microsoft Office, Data Analysis, Finance, CRM, Project Management, Project Planning

Education
Indiana University of Pennsylvania   1978 — 1979
MA, Student Personnel Services

Bloomsburg University of Pennsylvania   1974 — 1977
BA, Sociology

Kimberly Foster Kimberly Foster Sacramento, California Area Details
Kimberly Foster's First Union Experience October 1997 - March 2001
Job Product Manager at The Golden 1 Credit Union
Industry Banking
Experience
The Golden 1 Credit Union  January 2011 - Present
TEKsystems - Contractor at Hewlett Packard   June 2010 - December 2010
CUDL  September 2005 - February 2009
Wachovia Education Finance  April 2001 - September 2005
First Union   October 1997 - March 2001
CSUS College of Continuing Education  September 1990 - October 1997

Skills
Project Management, Product Management, Product Marketing, Cross-functional Team..., Sales, Program Management, Strategic Planning, Vendor Management, Direct Marketing, Competitive Analysis, Marketing, Mortgage Lending, Credit Unions, Marketing Communications, Management, Lead Generation, Product Development, Consumer Lending, Credit, Onboarding

Education
California State University-Sacramento
M.A., International Affairs

California State University-Sacramento   1988 — 1991
B.S., Marketing

Alisa Wenning Alisa Wenning Charlotte, North Carolina Area Details
Alisa Wenning's First Union Experience 1997 - 2001
Job Owner, Pyramid Printing and Promotional Products
Industry Printing
Experience
Pyramid Printing and Promotional Products   October 2001 - Present
First Union   1997 - 2001

Education
Troy University   1989 — 1991
MPA, Public Administration

Appalachian State University   1984 — 1988
B.S., Communications

Sharon Owen Sharon Owen Asheville, North Carolina Area Details
Sharon Owen's First Union Experience 1979 - 1992
Job Exec. Asst./Fundraising Coordinator at Sisters of Mercy Services Corporation
Industry Health, Wellness and Fitness
Experience
Sisters of Mercy Services Corporation  August 2011 - Present
Chamber Total Resource Campaign   2002 - Present
Catherine McAuley Mercy Foundation   May 2008 - August 2011
Sisters of Mercy Services Corporation  2006 - 2008
Mission Hospitals  1992 - 2006
First Union National Bank  1979 - 1992
First Union   1979 - 1992

Skills
Fundraising, Non-profits, Community Outreach, Volunteer Management, Strategic Planning, Event Planning, Public Relations, Program Development, Grant Writing, Nonprofits, Staff Development, Annual Giving, Public Speaking, Customer Service, Community Development, Leadership Development, Stewardship, Leadership, Philanthropy, Board Development, Grants, Research, Workshop Facilitation, Event Management, Non-profit..., Organizational..., Program Management, Social Networking, Volunteer Recruiting, Program Evaluation, Newsletters, Volunteer Training, Social Services, Community Organizing, Conflict Resolution, Fundraisers, Planned Giving, Proposal Writing, Press Releases, Media Relations, Donor Management, Strategic Communications

Education
Arundel Senior High

Leadership Asheville 27   2008 — 2009

Asheville-Buncombe Technical Community College
AAS

Michael Baittinger, CFP(R), ChFC Michael Baittinger, CFP(R), ChFC Allentown, Pennsylvania Area Details
Michael Baittinger, CFP(R), ChFC's First Union Experience February 1999 - February 2000
Job Principal at Andesa Financial Management, Inc.
Industry Financial Services
Experience
Andesa Financial Management, Inc.   November 2006 - Present
Wachovia  February 2000 - November 2006
First Union   February 1999 - February 2000

Skills
Wealth Management, Investments, Financial Planning, Estate Planning, Portfolio Management, Asset Allocation, Retirement Planning, Mutual Funds

Education
Bucknell University   1989 — 1993
BA

Emmaus High School   1985 — 1989

Greg Harouvis Greg Harouvis Jacksonville, Florida Area Details
Greg Harouvis's First Union Experience 1995 - 1998
Job BPA Delivery Manager LPS
Industry Information Technology and Services
Experience
LPS  September 2011 - Present
Saxon Mortgage  April 2010 - September 2011
APPLICATION DATA INTEGRATION SPECIALISTS   February 2009 - April 2010
Federal Reserve Bank  2007 - 2009
ADT  2005 - 2007
ClientSoft  2002 - 2005
FPL  1998 - 2002
First Union   1995 - 1998
Brokerage firms, banking   1994 - 1995
programmer/analyst at D.O.D./D.F.A.S. , Price Waterhouse (utilities and banking)   February 1993 - December 1994

Skills
SDLC, Cloud Computing, PMP, Project Management, IT Strategy, Requirements Gathering, Analysis, Quality Assurance, PMO, SharePoint, Web Services, Visio, Project Planning, Security, Requirements Analysis, Software Project...

Education
Case Western Reserve University   1989 — 1992
BS, MIS, Computer Science, Finance

Nancy Hall, SPHR Nancy Hall, SPHR Charlotte, North Carolina Area Details
Nancy Hall, SPHR's First Union Experience June 1995 - April 1999
Job VP HR Consultant at First Citizens Bank
Industry Human Resources
Experience
First Citizens Bank  October 2010 - Present
Wachovia Bank  January 2010 - September 2010
Wachovia  September 2007 - August 2009
Wachovia  March 2001 - March 2006
Wachovia  April 1999 - March 2001
First Union National Bank  April 1998 - April 1999
First Union   June 1995 - April 1999
First Union   1990 - 1995
Belk Stores Services  1985 - 1986
Beth Stores Services   1984 - 1985

Skills
Employee Relations, Performance Management, Accounting, Talent Acquisition, Onboarding, Recruiting, Employee Benefits, Talent Management, HRIS, Human Resources, PeopleSoft

Education
Meredith College   1980 — 1984
BA, Business

Central Piedmont Community College

Barbara Schmidt Stone Barbara Schmidt Stone Frederick, Maryland Details
Barbara Schmidt Stone's First Union Experience 1998 - 2003
Job Teacher
Industry Education Management
Experience
Frederick County Public Schools  August 2012 - Present
Wachovia Bank  June 1996 - July 2006
First Union   1998 - 2003
Riggs Bank  1994 - 1996
Riggs Bank  1994 - 1996
First American Bank  1988 - 1994

Education
American University - Kogod School of Business   1985 — 1987
BSBA, Finance

Scott Mauney Scott Mauney Charlotte, North Carolina Area Details
Scott Mauney's First Union Experience 1994 - 1995
Job Senior Vice President Sr. Change Manager at Bank of America
Industry Financial Services
Experience
Bank of America  June 2011 - Present
Bank of America  January 2011 - May 2011
Bank of America  November 2008 - December 2010
Bank of America  August 2007 - July 2008
Bank of America  September 2003 - August 2007
Bank of America  January 2003 - December 2003
Wachovia (Formerly First Union)   2000 - 2002
Wachovia (Formerly First Union)   1996 - 2000
Wachovia (Formerly First Union)   1995 - 1996
First Union   1994 - 1995

Skills
Six Sigma Green Belt /..., Banking, Process Improvement, Six Sigma, SDLC, Relationship Management, Financial Services, Vendor Management, Management, Project Portfolio..., Leadership, PMO, Portfolio Management, Project Management, Software Documentation, Business Process..., Risk Management, Mergers & Acquisitions

Education
Belmont Abbey College   1980 — 1984
Bachelor of Arts (BA), Accounting

John McGillicuddy John McGillicuddy Greater New York City Area Details
John McGillicuddy's First Union Experience 1982 - 1991
Job Director at Citi Group
Industry Financial Services
Experience
Citigroup  January 2011 - Present
Citi Group  November 1999 - Present
PNC Bank  1991 - 1999
First Union   1982 - 1991

Skills
Data Privacy, Global AML, Outsourcing, Global Compliance, Risk Management, Operations Management, Project Management, Business Process..., Vendor Management, Problem Asset Resolution, Portfolio Management, Stakeholder Management, Finance, Securities, Governance, Due Diligence, Executive Management, Alternative Investments, Business Analysis, Business Process, Financial Services

Education
City University of New York City College
BS, Accounting, Finance and Economics

Lisa Manzanarez Lisa Manzanarez Charlotte, North Carolina Area Details
Lisa Manzanarez's First Union Experience January 1990 - January 1994
Job Transition Manager at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company  January 2010 - Present
Wachovia  August 1983 - September 2008
Wachovia Bank  January 2001 - January 2008
Wachovia  January 1997 - January 2001
Wachovia  January 1994 - January 1999
First Union   January 1990 - January 1994

Education
Averett University   1975 — 1979
BS, Retail/Mangement

Averett College
BS, Business Management

Debra (Debbie) Round Debra (Debbie) Round Charlotte, North Carolina Area Details
Debra (Debbie) Round's First Union Experience 1995 - 1998
Job IT Technical Writer at ATR at Wells Fargo
Industry Information Technology and Services
Experience
ATR at Wells Fargo (Counterparty Credit Risk Technology)   February 2014 - December 2014
TEK Systems at TIAA-CREF   July 2013 - December 2013
TEK Systems at Time Warner Cable Media   January 2013 - April 2013
Volt assigned to Wells Fargo International Operations   April 2011 - October 2012
TEK Systems at TIAA-CREF   January 2010 - June 2011
VisionCor Inc.   May 2004 - February 2009
Auction Software   1998 - 2001
First Union   1995 - 1998

Skills
Business Analysis, Software Documentation, Visio, Training, Technical Writing, Web Development, Testing, Quality Assurance, Analysis, SharePoint, Instructional Design, Project Management, Project Planning, Process Improvement, Change Management, Programming, Financial Services, SDLC, Management Consulting

Education
Queens University of Charlotte   1981 — 1982
Bachelor of Music, Music Education

Central Piedmont Community College
Associate of Applied Science, Business Computer Programming

Mike Dutko Mike Dutko Columbus, Ohio Area Details
Mike Dutko's First Union Experience January 1993 - December 1996
Job Centralized Sales Manager Carrington Mortgage Call Center
Industry Banking
Experience
Carrington Mortgage Services  October 2014 - Present
Huntington National Bank  January 2000 - August 2014
AG / Equity Line Mortgage   December 1996 - January 2000
First Union   January 1993 - December 1996

Skills
Banking, Sales, Loans, Credit, Mortgage Lending, Mortgage Banking, Retail Banking, Consumer Lending, Credit Analysis, Loan Origination, Commercial Lending, Commercial Banking, Cross Selling, Relationship Management, Risk Management, Refinance, Underwriting, FHA, Sales Management, Financial Services, Residential Mortgages, USDA, Call Centers, Management, Lead Generation, Construction Loans, Finance

Education
Ambassador University   1988 — 1991
Bachelors, Business & Theology

Rick Marsh Rick Marsh Charlotte, North Carolina Area Details
Rick Marsh's First Union Experience 1980 - 1981
Job Tax and Estate Planning Attorney and Counselor
Industry Law Practice
Experience
Charlotte School of Law  2011 - Present
The Education Company, LLC   January 1998 - Present
Marsh Law Firm, P.A.   January 1994 - Present
Nexsen Pruet, LLC  October 2002 - December 2003
Culp Elliott Marsh & Carpenter   January 1984 - December 1993
Touche Ross (Deloitte & Touche)   1981 - 1983
First Union   1980 - 1981

Skills
Wills, Legal Research, Litigation, Legal Writing, Estate Planning, Corporate Law, Wealth Management, Management, Real Estate, Risk Management, Courts, Entrepreneurship, Tax, Licensing, Business Planning, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Governance, Mediation, Intellectual Property, Civil Litigation, Commercial Litigation

Education
Georgetown University Law Center   1984 — 1985
LL.M-Taxation

University of North Carolina School of Law   1977 — 1981
J.D.

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1977 — 1981
MBA

Bucknell University   1973 — 1977
B.A.

Deerfield Academy   1970 — 1973
1973

Anne Hermann Anne Hermann Charlotte, North Carolina Area Details
Anne Hermann's First Union Experience April 1998 - May 2000
Job Implementation Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo  July 2009 - Present
Wachovia/Wells Fargo  December 2001 - July 2009
Wachovia  May 2000 - December 2001
First Union   April 1998 - May 2000

Skills
Training & Development, Internal Communications, Change Management

Education
Briarcliffe College   1979 — 1980
Business

Neal Swicegood Neal Swicegood Charlotte, North Carolina Area Details
Neal Swicegood's First Union Experience 1995 - 2000
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
TIAA-CREF  2011 - 2012
Bank of America  2009 - 2010
Bank of America  2009 - 2009
Wachovia, A Wells Fargo Company  2008 - 2009
Bank of America  2006 - 2008
Bank of America  2005 - 2006
Bank of America  2003 - 2004
First Union National Bank  1995 - 2000
First Union National Bank  1995 - 2000
First Union   1995 - 2000

Skills
Change Management, SDLC, Business Analysis, Integration, Six Sigma, Risk Management, Business Process, Project Management, User Acceptance Testing, Business Requirements, Leadership, Software Documentation, Project Planning, Banking, Management, Testing, Analysis, Resource Management

Education
Catawba College   1986 — 1990
Bachelor of Arts, Major in Business Administration; Concentrations in Marketing and General Management

Shearee Guenther Shearee Guenther Charlotte, North Carolina Area Details
Shearee Guenther's First Union Experience January 1998 - January 1999
Job Applications Programmer Consultant at Bank of America
Industry Information Technology and Services
Experience
Bank of America  January 2008 - Present
Bank of America  January 2005 - January 2008
Bank of America  January 1999 - January 2005
First Union   January 1998 - January 1999
First Union   January 1996 - January 1998
Alltel Information Systems  January 1995 - January 1996
Nations Bank  January 1993 - January 1995

Skills
COBOL, DB2, JCL, SDLC, Banking, IMS DB/DC, TSO, Endeavor, VSAM, Requirements Analysis, Databases, Visio, SQL, Access, Documentation, Security, CICS, Serena Changeman, Easytrieve, Process Improvement, Analysis, ALS, CA7, Maximo, APIs, Fileaid, RPI, File Manager, Production Support, Resource Management, z/OS, Software Configuration..., Technical Support, Auditing, Data Migration, Testing, Management, Enterprise Software, Lotus Notes, Business Analysis, Integration

Education
UNCC

Central Piedmont Community College
Associate's degree, Computer Science

Danielle Deabler Danielle Deabler Washington D.C. Metro Area Details
Danielle Deabler's First Union Experience September 1998 - 2000
Job Director, Audience Engagement & New Ventures
Industry Public Relations and Communications
Experience
National Public Radio  2008 - Present
Nordstrom, Inc.   June 2000 - January 2004
First Union   September 1998 - 2000
Warner Bros. Television  1995 - 1998

Skills
Media Relations, Journalism, Strategic Communications, Social Media, Public Relations, Public Speaking, Internal Communications, Social Networking, Strategic Partnerships, Social Media Marketing, Corporate Communications, Publicity

Education
American University
Master's degree, Public Relations, Advertising, and Applied Communication

Courtland high school

North Carolina State University
Bachelor's degree, Public Relations and Pyschology

Tricia Christiansen Tricia Christiansen Greater New York City Area Details
Tricia Christiansen's First Union Experience February 1993 - March 1997
Job Financial Services Representative
Industry Banking
Experience
TD  May 2013 - Present
Sovereign Bank  August 2005 - May 2013
lia sophia  September 2007 - September 2010
First Union   February 1993 - March 1997

Skills
Customer Service, Banking, Microsoft Office, Project Management, Retail Banking, Sales

Education
Adelphi University   1985 — 1989
BS, Computer Science/Mathematics

Tim Stevenson, CFA, CMT Tim Stevenson, CFA, CMT Charlotte, North Carolina Area Details
Tim Stevenson, CFA, CMT's First Union Experience 1998 - 2000
Job Senior Portfolio Manager & Team Leader
Industry Investment Management
Experience
Grandview Acres   2011 - Present
South Carolina Retirement System Investment Commission  2012 - 2013
Wells Capital Management  2005 - 2011
Evergreen Investments  2000 - 2005
Evergreen Investments  2001 - 2002
Evergreen Institutional Management Company   2000 - 2001
Meridian Investment Company (subsidiary of First Union)   1999 - 2001
First Union   1998 - 2000
First Union   1994 - 1997
Cedar Hill Associates   1989 - 1994

Skills
Team Leadership, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Asset Allocation, Trading, Investments, Asset Management, Investment Management, Mutual Funds, Derivatives, Fixed Income, Risk Management, Options, Due Diligence, Structured Products, Bloomberg, Investment Banking, Capital Markets, Securities, Equity Research, Bonds, Wealth Management, ETFs, Investment Strategies

Education
Appalachian State University
BSBA, Economics

McCormick Theological Seminary
Theology

The Johns Hopkins University
Macroeconomics

University of North Carolina at Charlotte
Psychology

W. Bryan Phillips W. Bryan Phillips Greensboro/Winston-Salem, North Carolina Area Details
W. Bryan Phillips's First Union Experience January 1992 - March 2001
Job Independent Financial Services Professional
Industry Financial Services
Experience
OWNER  January 2006 - Present
GLOBAL LABOR, Inc   January 2008 - January 2010
THE HARRISON GROUP, Inc   March 2005 - March 2008
Carolina Bank  February 2003 - March 2005
RBC CENTURA BANK  April 2001 - January 2003
First Union   January 1992 - March 2001
Bank of America  November 1986 - January 1992

Skills
Finance, Credit, Business Planning, Management, Mergers & Acquisitions, Valuation, Marketing, Budgets, Training, Real Estate, Sales Operations, Investments, Capital Markets, Entrepreneurship, Business Strategy, Strategic Planning, Loans

Education
Thunderbird School of Global Management   1985 — 1986
Master of International Management, International Management

Campbell University   1981 — 1985
Bachelor of Business Administration, Business

Steve Proctor, HRIP Steve Proctor, HRIP Charlotte, North Carolina Details
Steve Proctor, HRIP's First Union Experience 1997 - 2001
Job VP Operations at Empowered Benefits, LLC
Industry Computer Software
Experience
Empowered Benefits, LLC  October 2014 - Present
Lowe's Companies, Inc   October 2001 - September 2014
First Union   1997 - 2001

Skills
PeopleSoft, HRIS, Management, Hiring, New Hire Orientations, Kronos, Personnel Management, Employee Benefits, FMLA, Human Resources, Workforce Planning, Succession Planning, Training, Benefits Administration, Leadership, Deferred Compensation, SDLC, Applicant Tracking..., Payroll, Onboarding, Microsoft Excel, Performance Management, Employee Relations, Business Analysis, Customer Service, HR Policies, Talent Management, Outlook, Labor Relations, ADP Payroll, Taleo, Conflict Resolution

Education
Appalachian State University   1992 — 1996
BS, Communication/Public Relations

John Snyder John Snyder Orange County, California Area Details
John Snyder's First Union Experience December 1995 - March 1998
Job Business Finance Consultant
Industry Investment Banking
Experience
STRADA Capital Corporation  January 2015 - January 2015
Alliance Funding Group  March 2013 - April 2014
Culver Capital Group  September 2009 - February 2013
Balboa Capital  2001 - 2007
Monex Deposit Company  March 2000 - February 2001
First Union   December 1995 - March 1998
Nordic Track  1994 - 1995
Midwest Construction & Supply Company   1987 - 1988

Skills
Finance, Asset Based Lending, Commercial Lending, Structured Finance, Loans, Portfolio Management, Credit, Corporate Finance, Investments, Commercial Finance, Financial Analysis, Financial Structuring, Credit Analysis, Funding, Start-ups, Private Equity, Banking, Mergers & Acquisitions, Sales, Risk Management, New Business Development, Venture Capital, Managerial Finance, Valuation, Due Diligence, Financial Services, Loan Origination, Financial Modeling, Entrepreneurship

Education
Buena Vista University   1993 — 1994
B. A., Entrepreneurship

University of Northern Iowa   1990 — 1992
Computer Science, HR Management, Business

NIACC   1988 — 1989
Business

University of Iowa   1986 — 1988
Computer Science

Mason City High School   1982 — 1986
98.6

Cynthia Wahl Cynthia Wahl Jacksonville, Florida Area Details
Cynthia Wahl's First Union Experience October 1996 - September 2000
Job FIDUCIARY/CHARITABLE TAX OFFICER at US Trust
Industry Financial Services
Experience
US Trust  June 2010 - Present
Bank of America  June 2006 - June 2010
First Union   October 1996 - September 2000

Skills
Strategic Financial...

Education
Auburn University   1978 — 1979
Master of Education (MEd), VOCATIONAL EDUCATION

COLUMBUS STATE UNIVERSITY   1975 — 1976
Bachelor of Science (BS), English Language and Literature, General

Brian Elias MBA, PMP Brian Elias MBA, PMP Greater San Diego Area Details
Brian Elias MBA, PMP's First Union Experience July 1998 - September 2001
Job VP Consumer Lending Business Technology at Union Bank
Industry Financial Services
Experience
Union Bank  November 2010 - Present
Barclays Capital(HomEq Servicing)   November 2006 - November 2010
Wachovia(HomEq Servicing)   September 2001 - October 2006
First Union   July 1998 - September 2001
The Money Store  July 1995 - July 1998
Colonial Capital Mortgage & Real Estate Services   May 1990 - July 1995
Eaton (AIL Systems)   October 1984 - September 1991

Skills
Data Warehousing, Software Documentation, Software Development, Business Process, Testing, PMO

Education
California Lutheran University   1986 — 1990
MBA, Business Administration

The College of New Jersey   1980 — 1984
BS, Electronic Engineering

Renee Cavan Renee Cavan Greater Atlanta Area Details
Renee Cavan's First Union Experience August 1996 - June 2000
Job Client Engagement Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank  May 2011 - Present
Wells Fargo  August 2009 - Present
Wachovia  August 2001 - July 2009
First Union National Bank  July 2000 - July 2001
First Union   August 1996 - June 2000

Skills
Banking, Team Building, Talent Management, Retail Banking, Strategic Partnerships, Coaching, Sales Process, Consulting, Credit, Loans, Mortgage Lending

Education
American University   1992 — 1996
Bachelor of Science, Business, Management, Marketing, and Related Support Services

Moscow State University   1994 — 1994
Study Abroad, Russian

James Murphy Jr. James Murphy Jr. Charlotte, North Carolina Area Details
James Murphy Jr.'s First Union Experience June 1999 - October 2000
Job ISS IT Helpdesk Technician at CocaCola Bottling Co. Consolidated
Industry Computer Hardware
Experience
Coca-Cola Bottling Co. Consolidated  May 2014 - Present
Shutterfly  November 2012 - June 2014
Wachovia Corp  February 2001 - February 2010
First Union   June 1999 - October 2000

Skills
Windows, Customer Service, Microsoft Office, Outlook, Microsoft Excel, HTML, Troubleshooting, Microsoft Word, PowerPoint, Backup Utilities, Network utilities, Application software, MS Virtual PC, Network Basics, Data compression, Hardware & Software..., Ghosting, Image Manipulation, Break-Fix..., Root Cause Analysis, Sales, Team Building, Project Management, Business Analysis, Training, Software Installation, Leadership, Vendor Management, Active Directory, Software Documentation, Strategic Planning, Virtual PC, SDLC, Windows 7, System Deployment, System Administration, Banking, Process Improvement, Data Entry, Data Compression, Networking, Technical Support, PeopleSoft, Full SDLC, Management, Operating Systems, Servers, Information Technology, A+ Certified, Customer Satisfaction

Education
TechSkills-Charlotte   2010 — 2012
Information Technology, 3.98

DeVry   2007 — 2009
Computer Information Systems

University of Phoenix   2004 — 2006
Information Technology

West Charlotte High School   1993 — 1996
Diploma

Lou Caceres Lou Caceres Washington D.C. Metro Area Details
Lou Caceres's First Union Experience December 1986 - February 1999
Job Executive Vice President at Sandy Spring Bank
Industry Financial Services
Experience
Sandy Spring Bank  March 1999 - Present
First Union   December 1986 - February 1999

Skills
Banking, Wealth Management, Insurance, Retail Banking, Consumer Lending, Mortgage Lending, Small Business Lending, Commercial Banking, Treasury Management, Loan Origination, Small Business, Finance, Financial Services, Investments, Investment Advisory, Credit, Commercial Lending, Loans, Credit Analysis, Lines Of Credit, Cash Management, Underwriting, SBA, Refinance, Mortgage Banking, Construction Loans

Education
American University   1984 — 1986
MA, Economics

University of Maryland College Park   1980 — 1984
Bachelor's degree, Economics

Eric Spann Eric Spann Raleigh-Durham, North Carolina Area Details
Eric Spann's First Union Experience April 1999 - April 2001
Job Data Conversion Manager
Industry Financial Services
Experience
Fidelity Investments  December 2014 - Present
Tata Consultancy Services  March 2014 - December 2014
TIAA-CREF  2008 - 2014
TIAA-CREF  September 2005 - September 2008
Schwab Retirement Technologies   September 2001 - September 2005
US Airways  April 2001 - October 2001
First Union   April 1999 - April 2001
Merrill Lynch  1994 - 1996
Merrill Lynch  1994 - 1996

Skills
401k, Business Analysis, CRM, Cross-functional Team..., Defined Benefit, ERISA, Employee Benefits, Financial Analysis, Financial Services, Human Resources, Investments, Management, Mutual Funds, Operations Management, Pensions, Process Improvement, Project Management, Relationship Management, Retirement, Series 6, Series 63, Series 7, Software Documentation, Strategic Financial..., Strategic Planning, Strategy, Asset Allocation, Business Planning, Defined Contribution, Retirement Planning, Financial Planning

Education
Drexel University - LeBow College of Business   1989 — 1994
BS

Central Piedmont Community College

Elizabeth Seeger

Penn State University
MBA

lisa haris lisa haris Greater Atlanta Area Details
lisa haris's First Union Experience October 1982 - February 2004
Job pb at Bank
Industry Banking
Experience
Bank  June 2009 - Present
Wells Fargo  March 2004 - January 2008
First Union   October 1982 - February 2004

Education
Abraham Baldwin Agricultural College   1981 — 1982

Kennesaw State University - Michael J. Coles College of Business

Janell Watson Janell Watson Charleston, South Carolina Area Details
Janell Watson's First Union Experience 1988 - 1999
Job Mortgage Operations Manager at South Carolina Federal Credit Union
Industry Financial Services
Experience
South Carolina Federal Credit Union  May 2001 - Present
Security Mortgage  1999 - 2001
First Union   1988 - 1999

Skills
Mortgage Lending, Loans, Banking, Mortgage Marketing, Mortgage Banking, Credit, Loan Origination

Education
Charleston Southern University   1984 — 1986
Bachelor of Science, Business Management

Edinboro University of Pennsylvania   1982 — 1984
Associate of Science, Business

Lou Flori Lou Flori Des Moines, Iowa Area Details
Lou Flori's First Union Experience 1992 - 1999
Job Vice President, Capital Markets at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  2008 - Present
BNY Mellon  1999 - 2008
First Union   1992 - 1999
US Army  1991 - 1999

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1999 — 2001
MBA, Management

Bucknell University   1987 — 1991
BA, Economics and Math

Eric Metz Eric Metz Charlotte, North Carolina Details
Eric Metz's First Union Experience March 1997 - April 1998
Job Item Track Associate at PNC
Industry Banking
Experience
PNC  November 2011 - Present
Invacare HCS   July 2008 - August 2010
BB&T  November 2006 - March 2008
Wachovia  May 2003 - October 2006
Wachovia  February 2002 - May 2003
Wachovia  June 1999 - February 2002
Wachovia  May 1998 - June 1999
First Union   March 1997 - April 1998

Skills
Payments, Banking, Treasury Services, Credit Cards, Credit, Retail Banking, ACH, General Ledger, Financial Services

Education
Central Piedmont Community College

Hal W. Case Hal W. Case Charlotte, North Carolina Details
Hal W. Case's First Union Experience March 1996 - June 2000
Job Financial Crimes Investigator at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company  July 2007 - Present
Wachovia/Wells Fargo  July 2007 - December 2010
Wachovia/Wells Fargo  September 2006 - July 2007
First Union Corp./Wachovia Bank, NA   June 2000 - September 2005
First Union   March 1996 - June 2000
Champion Map Corporation Div. of Rand McNally   November 1986 - January 1992

Skills
Internet Research, Internet Banking, Internet Explorer, Attention To Detail, Customer Service, Editing, Information Graphics

Education
University of North Carolina at Asheville   1979 — 1984
Bachelor of Arts (B.A.), Communications, 3.45 GPA

Central Piedmont Community College

Tamra Cooney Tamra Cooney Clermont, Florida Details
Tamra Cooney's First Union Experience 1988 - 2001
Job Substitute teacher at Lake County
Industry Education Management
Experience
Lake County  Customer Service managerCIBC World Markets2001 - 2003
First Union   1988 - 2001

Skills
Teaching, Microsoft Word, Customer Service, Nonprofits, Community Outreach, Staff Development, Volunteer Management, Higher Education, Research, Public Speaking, Fundraising, Curriculum Development, Program Development, Curriculum Design, Grant Writing, Student Affairs, Adult Education, Program Evaluation, Social Services, Grants

Education
Broward Community College
English

Gloria Dupree Gloria Dupree Raleigh-Durham, North Carolina Area Details
Gloria Dupree's First Union Experience 1989 - 1998
Job
Industry Banking
Experience
Xerox  June 2012 - Present
First Union   1989 - 1998

Skills
Proficient in Micorsoft...

Education
Barton College   2002 — 2006
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies/Business

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