First Union / Wachovia
Industry: Financial services company
DescriptionWachovia was a diversified financial services company based in Charlotte, North Carolina. Before its acquisition by Wells Fargo and Company in 2008, Wachovia was the fourth-largest bank holding company in the United States, based on total assets. Headquarters: Charlotte, NC Acquisition date: December 31, 2008 Founded: June 16, 1879 Parent organization: Wells Fargo Subsidiaries: Wells Fargo Advisors, Wachovia Service Corp,
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First Union / Wachovia Employees
Employee
Years
Job
Industry
Howard Eckstut Howard Eckstut's First Union / Wachovia Experience December 2000 - June 2004
Job District Executive, Sovereign/Santander Bank
Industry Banking
Experience
Santander Bank, N.A. October 2012 - Present
Wells Fargo August 2006 - September 2012
Wachovia Bank July 2004 - December 2005
First Union / Wachovia December 2000 - June 2004
Skills
Small Business Lending, Financial Services, Consumer Lending, Credit, Loans, Retail Banking, Mortgage Lending, Lines Of Credit, Relationship Management, Loan Origination, Mortgage Banking, Cross Selling, Credit Risk, Investments, Series 7, Coaching, Series 63, Leadership Development, Customer Service, Team Building, Insurance, Retirement Planning, Banking, Commercial Banking, Credit Analysis, Financial Analysis, Leadership, Sales
Education
Temple University 1974 — 1978
Business administration, Business
Santander Bank, N.A. October 2012 - Present
Wells Fargo August 2006 - September 2012
Wachovia Bank July 2004 - December 2005
First Union / Wachovia December 2000 - June 2004
Skills
Small Business Lending, Financial Services, Consumer Lending, Credit, Loans, Retail Banking, Mortgage Lending, Lines Of Credit, Relationship Management, Loan Origination, Mortgage Banking, Cross Selling, Credit Risk, Investments, Series 7, Coaching, Series 63, Leadership Development, Customer Service, Team Building, Insurance, Retirement Planning, Banking, Commercial Banking, Credit Analysis, Financial Analysis, Leadership, Sales
Education
Temple University 1974 — 1978
Business administration, Business
Beverly Davis, PMP, CMC Beverly Davis, PMP, CMC's First Union / Wachovia Experience 1994 - 1998
Job Sr. Technical Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo October 2014 - Present
Wells Fargo March 2014 - Present
A Brighter Day BND - Ministries June 2007 - Present
DocItUp March 2007 - Present
Bank of America June 2012 - March 2014
Wells Fargo Financial March 2011 - May 2012
Bank of America March 2008 - March 2011
TIAA-CREF 2005 - 2008
First Union / Wachovia 1994 - 1998
Skills
PMP, SDLC, Requirements Analysis, Vendor Management, Project Management, Visio, Requirements Gathering, Financial Services, Software Documentation, Waterfall, Project Portfolio..., Business Analysis, Nonprofits, Program Management, Resource Management, Data Warehousing, PMO, Change Management, Marketing, Business Intelligence, Software Project..., Integration, Process Improvement, Business Process..., Stakeholder Management, Clarity, Building Relationships
Education
North Carolina Central University 1987 — 1991
BA
University of Phoenix
MBA
Wells Fargo October 2014 - Present
Wells Fargo March 2014 - Present
A Brighter Day BND - Ministries June 2007 - Present
DocItUp March 2007 - Present
Bank of America June 2012 - March 2014
Wells Fargo Financial March 2011 - May 2012
Bank of America March 2008 - March 2011
TIAA-CREF 2005 - 2008
First Union / Wachovia 1994 - 1998
Skills
PMP, SDLC, Requirements Analysis, Vendor Management, Project Management, Visio, Requirements Gathering, Financial Services, Software Documentation, Waterfall, Project Portfolio..., Business Analysis, Nonprofits, Program Management, Resource Management, Data Warehousing, PMO, Change Management, Marketing, Business Intelligence, Software Project..., Integration, Process Improvement, Business Process..., Stakeholder Management, Clarity, Building Relationships
Education
North Carolina Central University 1987 — 1991
BA
University of Phoenix
MBA
Frank Sulen Frank Sulen's First Union / Wachovia Experience April 2002 - August 2004
Job AVP / Financial Center Manager III at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank December 2012 - Present
Fifth Third Bank June 2007 - December 2012
Fifth Third Bank August 2004 - June 2007
First Union / Wachovia April 2002 - August 2004
AmSouth Bank September 2000 - April 2002
Skills
Loans, Credit, Banking, Commercial Lending, Risk Management, Consumer Lending, Credit Analysis, Commercial Banking, Mortgage Lending, Retail Banking, Lines Of Credit, Mortgage Banking, Loan Origination, Residential Mortgages, Cross Selling, Finance
Education
Florida State University 1996 — 2000
Bachelor of Science, Actuarial Mathematics / Finance
Leesburg High School 1990 — 1994
College Prep, All
Fifth Third Bank December 2012 - Present
Fifth Third Bank June 2007 - December 2012
Fifth Third Bank August 2004 - June 2007
First Union / Wachovia April 2002 - August 2004
AmSouth Bank September 2000 - April 2002
Skills
Loans, Credit, Banking, Commercial Lending, Risk Management, Consumer Lending, Credit Analysis, Commercial Banking, Mortgage Lending, Retail Banking, Lines Of Credit, Mortgage Banking, Loan Origination, Residential Mortgages, Cross Selling, Finance
Education
Florida State University 1996 — 2000
Bachelor of Science, Actuarial Mathematics / Finance
Leesburg High School 1990 — 1994
College Prep, All
Tamara Springs-Rodriguez Tamara Springs-Rodriguez's First Union / Wachovia Experience August 1999 - June 2001
Job TC Way Center of Excellence Consultant
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
TIAA-CREF November 2011 - October 2013
TIAA-CREF May 2010 - September 2011
TIAA-CREF November 2007 - September 2011
TIAA-CREF June 2006 - November 2007
TIAA-CREF June 2001 - June 2007
First Union / Wachovia August 1999 - June 2001
Skills
Coaching, Mentoring, Training Skills, Process Improvement, Problem Solving, Excel, Word, PowerPoint, Management, Project Management, Quality Assurance, CRM, Change Management, Customer Satisfaction, Customer Service, Fundraising, Microsoft Excel, Microsoft Office, Training, Risk Management, Operations Management, Microsoft Word, Leadership
Education
DESIGNATIONS 2009 — 2009
CRPS, Chartered Retirement Plans Specialist
Strayer University-Maryland 2006 — 2008
MBA, Marketing
North Carolina Central University 1993 — 1997
BS, Political Science
TIAA-CREF September 2013 - Present
TIAA-CREF November 2011 - October 2013
TIAA-CREF May 2010 - September 2011
TIAA-CREF November 2007 - September 2011
TIAA-CREF June 2006 - November 2007
TIAA-CREF June 2001 - June 2007
First Union / Wachovia August 1999 - June 2001
Skills
Coaching, Mentoring, Training Skills, Process Improvement, Problem Solving, Excel, Word, PowerPoint, Management, Project Management, Quality Assurance, CRM, Change Management, Customer Satisfaction, Customer Service, Fundraising, Microsoft Excel, Microsoft Office, Training, Risk Management, Operations Management, Microsoft Word, Leadership
Education
DESIGNATIONS 2009 — 2009
CRPS, Chartered Retirement Plans Specialist
Strayer University-Maryland 2006 — 2008
MBA, Marketing
North Carolina Central University 1993 — 1997
BS, Political Science
Catherine Sakar Catherine Sakar's First Union / Wachovia Experience April 2003 - June 2007
Job Executive Assistant
Industry Human Resources
Experience
Prudentials Corporate Centers Human Resources June 2014 - Present
Wells Fargo Advisors June 2007 - June 2014
First Union / Wachovia April 2003 - June 2007
Pantone LLC 2001 - 2003
Executives Network, Ramsey,NJ 2001 - 2002
Longetvity Institute International 1999 - 2000
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Concur, Travel Arrangements, Outlook, Data Entry, Spreadsheets, Office Management, Fax, Lotus Notes, Confidentiality, Invoicing, Calendars, Calendaring, Microsoft Office 2007, Event Planning, Expense Reports, Travel Planning, Time Management, Wordperfect, Executive Support, Administrative..., Executive..., Account Reconciliation, Filing, Management, Marketing, Employee Relations, Office Administration, Teamwork, Administrative Work, Sales, Human Resources, Recruiting, Banking, Telephone Skills, Executive Level..., Expenses, Event Management, Meeting Scheduling, Administrative..., Training, Credit, Leadership, Administration, Onboarding, Coaching
Education
Pace University - Lubin School of Business 2003 — 2005
Bachelor of Business Administration (BBA), Human Resources Management and Services
Bergen Community College 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
School of Visual Arts 1997 — 1999
Graphic Design
Computer Learning Center 1995 — 1996
Diploma, General Computer Programming
Helma Institute of Massage Therapy
LMT, Massage Therapy/Therapeutic Massage
Prudentials Corporate Centers Human Resources June 2014 - Present
Wells Fargo Advisors June 2007 - June 2014
First Union / Wachovia April 2003 - June 2007
Pantone LLC 2001 - 2003
Executives Network, Ramsey,NJ 2001 - 2002
Longetvity Institute International 1999 - 2000
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Concur, Travel Arrangements, Outlook, Data Entry, Spreadsheets, Office Management, Fax, Lotus Notes, Confidentiality, Invoicing, Calendars, Calendaring, Microsoft Office 2007, Event Planning, Expense Reports, Travel Planning, Time Management, Wordperfect, Executive Support, Administrative..., Executive..., Account Reconciliation, Filing, Management, Marketing, Employee Relations, Office Administration, Teamwork, Administrative Work, Sales, Human Resources, Recruiting, Banking, Telephone Skills, Executive Level..., Expenses, Event Management, Meeting Scheduling, Administrative..., Training, Credit, Leadership, Administration, Onboarding, Coaching
Education
Pace University - Lubin School of Business 2003 — 2005
Bachelor of Business Administration (BBA), Human Resources Management and Services
Bergen Community College 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
School of Visual Arts 1997 — 1999
Graphic Design
Computer Learning Center 1995 — 1996
Diploma, General Computer Programming
Helma Institute of Massage Therapy
LMT, Massage Therapy/Therapeutic Massage
David Cusa David Cusa's First Union / Wachovia Experience November 2001 - October 2003
Job Business Banking at People's United Bank
Industry Financial Services
Experience
People's United Bank June 2013 - Present
Sovereign Bank June 2012 - June 2013
Hudson Valley Bank April 2011 - April 2012
Bank of America May 2006 - April 2011
Bank of America October 2003 - May 2006
First Union / Wachovia November 2001 - October 2003
McGinn Smith & Co. Inc. January 1998 - October 2001
Paychex October 1995 - January 1998
Skills
Commercial Lending, Commercial Banking, Cash Management, Lines Of Credit, Wealth Management, Business Acquisition, Credit Analysis, Loans, Treasury Management, Financial Analysis, Portfolio Management, Mortgage, Negotiation, Coaching, Credit Risk, FX, Sales Management, Excel, New Business Development, Loan Origination, Customer Relations, Commercial Mortgages
Education
Miami University 1991 — 1995
BS, Marketing
Staples 1988 — 1991
People's United Bank June 2013 - Present
Sovereign Bank June 2012 - June 2013
Hudson Valley Bank April 2011 - April 2012
Bank of America May 2006 - April 2011
Bank of America October 2003 - May 2006
First Union / Wachovia November 2001 - October 2003
McGinn Smith & Co. Inc. January 1998 - October 2001
Paychex October 1995 - January 1998
Skills
Commercial Lending, Commercial Banking, Cash Management, Lines Of Credit, Wealth Management, Business Acquisition, Credit Analysis, Loans, Treasury Management, Financial Analysis, Portfolio Management, Mortgage, Negotiation, Coaching, Credit Risk, FX, Sales Management, Excel, New Business Development, Loan Origination, Customer Relations, Commercial Mortgages
Education
Miami University 1991 — 1995
BS, Marketing
Staples 1988 — 1991
Chris Werte Chris Werte's First Union / Wachovia Experience 1992 - 2002
Job Director of Marketing at Retention Management
Industry Marketing and Advertising
Experience
Retention Management October 2002 - Present
First Union / Wachovia 1992 - 2002
Department of Health & Human Services September 1988 - October 1991
Wake Forest University School of Law 1986 - 1988
Widener University August 1983 - August 1985
Skills
Marketing Strategy, Email Marketing, Social Media Marketing, Marketing Communications, Direct Marketing, Marketing, Online Marketing, Social Media, Digital Marketing, Database Marketing, Strategic Planning, Online Advertising, Customer Retention, Strategy, Integrated Marketing, Management, Leadership
Education
Wake Forest University School of Law 1985 — 1988
JD
Moravian College 1979 — 1983
BA
Retention Management October 2002 - Present
First Union / Wachovia 1992 - 2002
Department of Health & Human Services September 1988 - October 1991
Wake Forest University School of Law 1986 - 1988
Widener University August 1983 - August 1985
Skills
Marketing Strategy, Email Marketing, Social Media Marketing, Marketing Communications, Direct Marketing, Marketing, Online Marketing, Social Media, Digital Marketing, Database Marketing, Strategic Planning, Online Advertising, Customer Retention, Strategy, Integrated Marketing, Management, Leadership
Education
Wake Forest University School of Law 1985 — 1988
JD
Moravian College 1979 — 1983
BA
Mitzy Jumalon Mitzy Jumalon's First Union / Wachovia Experience 2000 - 2002
Job Problem Solver and Process Zealot!
Industry Financial Services
Experience
M&T Bank June 2013 - Present
Summit Global Testing April 2013 - June 2014
Bank of America 2010 - 2013
Bank of America 2008 - 2010
Bank of America 2006 - 2008
Bank of America 2002 - 2006
First Union / Wachovia 2000 - 2002
Bank of America 1998 - 2000
Skills
Team Building, Building Relationships, Process Management, Training Delivery, Training Facilitation, Thought Leadership, Change Management, Coaching, Operational Planning, Operational Excellence, Employee Engagement, Customer Experience, Customer Service, Customer Satisfaction, Corporate Events, Retail Banking, Stage Management, Workforce Planning, Lead Change, Relationship Management, Credit Analysis, Risk Management, Credit, Banking, Management, Loans, Leadership Development, Leadership, Operations Management, Mortgage Lending, Strategy, Process Improvement
Education
College of Southern Maryland 1987 — 1989
Psychology
American Institute of Banking 1989 — 1991
Principles of Banking, Operations Management and Supervision
M&T Bank June 2013 - Present
Summit Global Testing April 2013 - June 2014
Bank of America 2010 - 2013
Bank of America 2008 - 2010
Bank of America 2006 - 2008
Bank of America 2002 - 2006
First Union / Wachovia 2000 - 2002
Bank of America 1998 - 2000
Skills
Team Building, Building Relationships, Process Management, Training Delivery, Training Facilitation, Thought Leadership, Change Management, Coaching, Operational Planning, Operational Excellence, Employee Engagement, Customer Experience, Customer Service, Customer Satisfaction, Corporate Events, Retail Banking, Stage Management, Workforce Planning, Lead Change, Relationship Management, Credit Analysis, Risk Management, Credit, Banking, Management, Loans, Leadership Development, Leadership, Operations Management, Mortgage Lending, Strategy, Process Improvement
Education
College of Southern Maryland 1987 — 1989
Psychology
American Institute of Banking 1989 — 1991
Principles of Banking, Operations Management and Supervision
Brian Koomen Brian Koomen's First Union / Wachovia Experience May 1996 - September 1999
Job Business Analyst / Project Manager at CEM Corporation
Industry Information Technology and Services
Experience
CEM Corporation September 1999 - Present
First Union / Wachovia May 1996 - September 1999
Rochester Gas & Electric February 1997 - May 1998
Skills
Troubleshooting, Process Improvement, Requirements Analysis, Business Intelligence
Education
State University of New York College at Brockport 1990 — 1992
BS, Business Administration
Monroe Community College
Associate's degree
CEM Corporation September 1999 - Present
First Union / Wachovia May 1996 - September 1999
Rochester Gas & Electric February 1997 - May 1998
Skills
Troubleshooting, Process Improvement, Requirements Analysis, Business Intelligence
Education
State University of New York College at Brockport 1990 — 1992
BS, Business Administration
Monroe Community College
Associate's degree
Stephen Kaba Stephen Kaba's First Union / Wachovia Experience 1996 - 2002
Job Vice President at US Bank National Association Global Corporate Trust Services
Industry Banking
Experience
U.S. Bank National Association - Global Corporate Trust Services 2006 - Present
Wells Fargo Delaware Trust Company / Wells Fargo Bank 2002 - 2006
First Union / Wachovia 1996 - 2002
Meridian Bank 1989 - 1996
Connecticut National Bank 1986 - 1989
Bankers Trust Company 1984 - 1986
US Trust Company 1970 - 1984
Skills
Relationship Management, Business Development, Portfolio Management, Loans, Credit, Investments, Bonds, Capital Markets, Banking, Structured Finance, Financial Services, Securities, Mergers & Acquisitions, Fixed Income, Risk Management, Asset Management
Education
Saint Peter's University 1968 — 1974
Bachlor of Science, Business Administration and Management, General
St. Al's Jersey City
U.S. Bank National Association - Global Corporate Trust Services 2006 - Present
Wells Fargo Delaware Trust Company / Wells Fargo Bank 2002 - 2006
First Union / Wachovia 1996 - 2002
Meridian Bank 1989 - 1996
Connecticut National Bank 1986 - 1989
Bankers Trust Company 1984 - 1986
US Trust Company 1970 - 1984
Skills
Relationship Management, Business Development, Portfolio Management, Loans, Credit, Investments, Bonds, Capital Markets, Banking, Structured Finance, Financial Services, Securities, Mergers & Acquisitions, Fixed Income, Risk Management, Asset Management
Education
Saint Peter's University 1968 — 1974
Bachlor of Science, Business Administration and Management, General
St. Al's Jersey City
Robert Winchester's First Union / Wachovia Experience 1998 - 1999
Job Project Manager at FirstCitizens Bank & Trust Company
Industry Information Technology and Services
Experience
First Citizens Bank January 2012 - Present
First Citizens Bank May 2008 - January 2012
Pinpoint Resource Group January 2007 - May 2008
First Citizens Bank October 2001 - December 2006
Promedex/Landacorp/SHPS April 1999 - July 2001
First Union / Wachovia 1998 - 1999
Blue Cross Blue Shield of North Carolina May 1995 - May 1998
Kaiser Permanente of NC March 1990 - May 1996
Skills
Vendor Management, Banking, Project Management, Risk Management, Retail Banking, Business Development, Information Technology, Financial Services, Technical Support, Relationship Management, SDLC, Team Building, Strategic Planning, Leadership, Portfolio Management, Requirements Analysis, Process Improvement, Account Management, Business Analysis, IT Management, Program Management, Customer Service, Requirements Gathering, Strategy, Business Intelligence, Call Centers, Team Leadership, Business Process..., Product Management, Recruiting, Software Project..., Software Documentation, Integration, Data Analysis, Management, Analysis, PMO, Business Process, ITIL, IT Strategy, CRM, Project Portfolio..., Change Management, Visio
Education
Appalachian State University 1982 — 1986
BSBA, Information Systems / Computer Science
First Citizens Bank January 2012 - Present
First Citizens Bank May 2008 - January 2012
Pinpoint Resource Group January 2007 - May 2008
First Citizens Bank October 2001 - December 2006
Promedex/Landacorp/SHPS April 1999 - July 2001
First Union / Wachovia 1998 - 1999
Blue Cross Blue Shield of North Carolina May 1995 - May 1998
Kaiser Permanente of NC March 1990 - May 1996
Skills
Vendor Management, Banking, Project Management, Risk Management, Retail Banking, Business Development, Information Technology, Financial Services, Technical Support, Relationship Management, SDLC, Team Building, Strategic Planning, Leadership, Portfolio Management, Requirements Analysis, Process Improvement, Account Management, Business Analysis, IT Management, Program Management, Customer Service, Requirements Gathering, Strategy, Business Intelligence, Call Centers, Team Leadership, Business Process..., Product Management, Recruiting, Software Project..., Software Documentation, Integration, Data Analysis, Management, Analysis, PMO, Business Process, ITIL, IT Strategy, CRM, Project Portfolio..., Change Management, Visio
Education
Appalachian State University 1982 — 1986
BSBA, Information Systems / Computer Science
Karen Bean's First Union / Wachovia Experience 1996 - 2007
Job DITI Associate Director at UNC Charlotte
Industry Education Management
Experience
UNC Charlotte February 2007 - Present
First Union / Wachovia 1996 - 2007
Skills
Research, Higher Education, Teaching, Community Outreach, Public Speaking, HTML, Leadership, Data Analysis, Technical Writing, Microsoft Office, Grant Writing, Statistics, Access
Education
University of North Carolina at Charlotte 2006 — 2009
MA, Sociology
Western Carolina University
Master of Arts (M.A.)
North Carolina State University
BED, Industrial Design
UNC Charlotte February 2007 - Present
First Union / Wachovia 1996 - 2007
Skills
Research, Higher Education, Teaching, Community Outreach, Public Speaking, HTML, Leadership, Data Analysis, Technical Writing, Microsoft Office, Grant Writing, Statistics, Access
Education
University of North Carolina at Charlotte 2006 — 2009
MA, Sociology
Western Carolina University
Master of Arts (M.A.)
North Carolina State University
BED, Industrial Design
David Tregay's First Union / Wachovia Experience March 2000 - September 2004
Job Java Developer at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities August 2013 - Present
Ally Financial Inc. January 2013 - August 2013
Ally Financial Inc August 2011 - December 2012
Ally Financial Inc. September 2010 - August 2011
Ally Financial Inc. December 2009 - August 2010
Wachovia / Wells Fargo June 2006 - November 2009
Wachovia February 2006 - May 2006
Wachovia September 2004 - January 2006
First Union / Wachovia March 2000 - September 2004
COMSYS September 1997 - February 2000
Skills
Java, Web Services, SOA, SOAP, Software Development, XML, XML Schema, WSDL, Spring, Subversion, Maven, Oracle Coherence, JavaScript, Websphere, Weblogic, Ant, Java Enterprise Edition, Tomcat, JMS, Eclipse, JUnit, WebLogic
Education
Northern Illinois University 1987 — 1990
BS, Applied Computer Science
Harper College 1985 — 1987
Computer Science
Wells Fargo Securities August 2013 - Present
Ally Financial Inc. January 2013 - August 2013
Ally Financial Inc August 2011 - December 2012
Ally Financial Inc. September 2010 - August 2011
Ally Financial Inc. December 2009 - August 2010
Wachovia / Wells Fargo June 2006 - November 2009
Wachovia February 2006 - May 2006
Wachovia September 2004 - January 2006
First Union / Wachovia March 2000 - September 2004
COMSYS September 1997 - February 2000
Skills
Java, Web Services, SOA, SOAP, Software Development, XML, XML Schema, WSDL, Spring, Subversion, Maven, Oracle Coherence, JavaScript, Websphere, Weblogic, Ant, Java Enterprise Edition, Tomcat, JMS, Eclipse, JUnit, WebLogic
Education
Northern Illinois University 1987 — 1990
BS, Applied Computer Science
Harper College 1985 — 1987
Computer Science
Winston Wilkinson's First Union / Wachovia Experience 1998 - 1999
Job SVP Residential Real Estate USAA
Industry Financial Services
Experience
USAA September 2013 - Present
Ally Financial Inc. March 2011 - September 2013
Independent Consultant Banking June 2009 - March 2011
Wachovia July 2007 - June 2009
Fifth Third Bank April 2006 - July 2007
Wachovia Mortgage Company July 2004 - April 2006
Wachovia Bank March 2000 - June 2004
First Union /Wachovia 1998 - 2000
First Union / Wachovia 1998 - 1999
First Union / Wachovia 1996 - 1998
Skills
Leadership, Recruiting, Leading Change, Corporate Governance, Mortgage Lending, Credit, P&L Management, Loans, Mortgage Banking, Strategy, Finance, Banking, Retail Banking, Underwriting, Mergers & Acquisitions, Consumer Lending, FHA, Financial Services, Commercial Banking, Loan Origination, Sales, Coaching, Refinance, Credit Risk, Executive Management, Credit Analysis, Residential Mortgages, Management, Wealth Management, Portfolio Management, Commercial Lending, Loss Mitigation, Risk Management, Mortgage Underwriting, Investments, Leadership Development, Financial Risk, Mortgage Servicing, Commercial Mortgages, Change Management
Education
Auburn University 1981 — 1985
BS, Finance
USAA September 2013 - Present
Ally Financial Inc. March 2011 - September 2013
Independent Consultant Banking June 2009 - March 2011
Wachovia July 2007 - June 2009
Fifth Third Bank April 2006 - July 2007
Wachovia Mortgage Company July 2004 - April 2006
Wachovia Bank March 2000 - June 2004
First Union /Wachovia 1998 - 2000
First Union / Wachovia 1998 - 1999
First Union / Wachovia 1996 - 1998
Skills
Leadership, Recruiting, Leading Change, Corporate Governance, Mortgage Lending, Credit, P&L Management, Loans, Mortgage Banking, Strategy, Finance, Banking, Retail Banking, Underwriting, Mergers & Acquisitions, Consumer Lending, FHA, Financial Services, Commercial Banking, Loan Origination, Sales, Coaching, Refinance, Credit Risk, Executive Management, Credit Analysis, Residential Mortgages, Management, Wealth Management, Portfolio Management, Commercial Lending, Loss Mitigation, Risk Management, Mortgage Underwriting, Investments, Leadership Development, Financial Risk, Mortgage Servicing, Commercial Mortgages, Change Management
Education
Auburn University 1981 — 1985
BS, Finance
Jay Hacker's First Union / Wachovia Experience 1994 - 1998
Job Implementation and Execution Leader at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage July 2011 - Present
Wells Fargo Home Mortgage September 2010 - July 2011
WACHOVIA / WELLS FARGO 2003 - 2009
Wachovia / Wells Fargo 1998 - 2002
FIRST UNION / WACHOVIA 1994 - 1998
FIRST UNION / WACHOVIA 1990 - 1994
MIDATLANTIC NATIONAL BANK / NORTH 1988 - 1990
CALIFORNIA FEDERAL SAVINGS & LOAN, N.A. 1985 - 1988
CARTERET SAVINGS & LOAN 1982 - 1985
CITY FEDERAL SAVINGS & LOAN 1980 - 1982
Education
Nova Southeastern University 1984 — 1987
MBA, Management
Ramapo College of New Jersey 1978 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo Home Mortgage July 2011 - Present
Wells Fargo Home Mortgage September 2010 - July 2011
WACHOVIA / WELLS FARGO 2003 - 2009
Wachovia / Wells Fargo 1998 - 2002
FIRST UNION / WACHOVIA 1994 - 1998
FIRST UNION / WACHOVIA 1990 - 1994
MIDATLANTIC NATIONAL BANK / NORTH 1988 - 1990
CALIFORNIA FEDERAL SAVINGS & LOAN, N.A. 1985 - 1988
CARTERET SAVINGS & LOAN 1982 - 1985
CITY FEDERAL SAVINGS & LOAN 1980 - 1982
Education
Nova Southeastern University 1984 — 1987
MBA, Management
Ramapo College of New Jersey 1978 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Ann Swain's First Union / Wachovia Experience 1999 - 2004
Job Senior Audit Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
Wells Fargo 2009 - May 2014
Wachovia 2004 - 2009
First Union / Wachovia 1999 - 2004
ESI Inc. of Tennessee 1989 - 1999
Southern Company Services, Inc. 1984 - 1989
Skills
Data Analysis, Compliance, Auditing, Audit, Problem Solving, Testing, Internal Audit, Process Improvement, Risk Assessment, Risk Management, Business Analysis, Internal Controls, Excel, Access, ACL, Word, SQL, Microsoft Office, Data Mining, Analysis, Risk, PowerPoint, Fraud, Analytics, CAMS, ACDA, PE, Financial Risk, Banking, Enterprise Risk..., Operational Risk, Operational Risk..., IT Audit, Business Process..., Sarbanes-Oxley Act, Financial Analysis, Microsoft Excel
Education
University of Alabama at Birmingham 1985 — 1987
MSCE, Civil Engineering
Auburn University 1978 — 1984
BSCE, Civil Engineering
Wells Fargo May 2014 - Present
Wells Fargo 2009 - May 2014
Wachovia 2004 - 2009
First Union / Wachovia 1999 - 2004
ESI Inc. of Tennessee 1989 - 1999
Southern Company Services, Inc. 1984 - 1989
Skills
Data Analysis, Compliance, Auditing, Audit, Problem Solving, Testing, Internal Audit, Process Improvement, Risk Assessment, Risk Management, Business Analysis, Internal Controls, Excel, Access, ACL, Word, SQL, Microsoft Office, Data Mining, Analysis, Risk, PowerPoint, Fraud, Analytics, CAMS, ACDA, PE, Financial Risk, Banking, Enterprise Risk..., Operational Risk, Operational Risk..., IT Audit, Business Process..., Sarbanes-Oxley Act, Financial Analysis, Microsoft Excel
Education
University of Alabama at Birmingham 1985 — 1987
MSCE, Civil Engineering
Auburn University 1978 — 1984
BSCE, Civil Engineering
Margaret Sexton's First Union / Wachovia Experience April 2000 - October 2004
Job Senior Contract Adminstrator
Industry Banking
Experience
Wells Fargo Equipment Finance, Inc. December 2008 - Present
Wachovia Financial Services, Inc. May 2007 - January 2009
First Union Commercial Corporation October 2004 - May 2007
First Union / Wachovia April 2000 - October 2004
Ed Means Nationwide Insurance August 1997 - December 1999
Craig Roberts Nationwide Insurance November 1994 - August 1997
Parkway Insurance Agency January 1990 - November 1994
Education
University of North Carolina at Charlotte 2006 — 2007
Paralegal Certification Program
Western Carolina University 1975 — 1978
BS, Business Adminstration
Wells Fargo Equipment Finance, Inc. December 2008 - Present
Wachovia Financial Services, Inc. May 2007 - January 2009
First Union Commercial Corporation October 2004 - May 2007
First Union / Wachovia April 2000 - October 2004
Ed Means Nationwide Insurance August 1997 - December 1999
Craig Roberts Nationwide Insurance November 1994 - August 1997
Parkway Insurance Agency January 1990 - November 1994
Education
University of North Carolina at Charlotte 2006 — 2007
Paralegal Certification Program
Western Carolina University 1975 — 1978
BS, Business Adminstration
Eric Painter's First Union / Wachovia Experience 1998 - 2006
Job Manager, Enterprise Basel at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2014 - Present
Wells Fargo September 2010 - March 2014
Wells Fargo 2009 - January 2011
Wachovia Bank 2006 - 2009
First Union / Wachovia 1998 - 2006
GE Capital Mortgage Services 1995 - 1998
Skills
Structured Finance, Portfolio Management, Finance, Strategic Financial..., Credit Risk, Analysis, Credit, Credit Analysis, Financial Analysis, Banking, Financial Risk, Capital Markets
Education
Truman State University 1990 — 1995
BS, Accounting
Wells Fargo March 2014 - Present
Wells Fargo September 2010 - March 2014
Wells Fargo 2009 - January 2011
Wachovia Bank 2006 - 2009
First Union / Wachovia 1998 - 2006
GE Capital Mortgage Services 1995 - 1998
Skills
Structured Finance, Portfolio Management, Finance, Strategic Financial..., Credit Risk, Analysis, Credit, Credit Analysis, Financial Analysis, Banking, Financial Risk, Capital Markets
Education
Truman State University 1990 — 1995
BS, Accounting
Shay Dains's First Union / Wachovia Experience November 2001 - June 2003
Job CFA
Industry Computer Software
Experience
Bank of America / Merrill Lynch (Contracted Through Pionear) March 2010 - August 2010
Convergys September 2008 - March 2009
Convergys October 2006 - September 2008
First Union / Wachovia November 2001 - June 2003
First Union December 1999 - November 2001
Skills
Financial Risk, Analysis, Business Analysis, Financial Analysis, Portfolio Management, SAP, Finance, SharePoint, Auditing, Bloomberg, Budgets
Education
Jacksonville University 1996 — 1999
MBA
Jacksonville University 1993 — 1996
BA, Computer Information / Bus Admin
Bank of America / Merrill Lynch (Contracted Through Pionear) March 2010 - August 2010
Convergys September 2008 - March 2009
Convergys October 2006 - September 2008
First Union / Wachovia November 2001 - June 2003
First Union December 1999 - November 2001
Skills
Financial Risk, Analysis, Business Analysis, Financial Analysis, Portfolio Management, SAP, Finance, SharePoint, Auditing, Bloomberg, Budgets
Education
Jacksonville University 1996 — 1999
MBA
Jacksonville University 1993 — 1996
BA, Computer Information / Bus Admin
John Watts's First Union / Wachovia Experience 1990 - 2008
Job Executive Vice President at Cadence Bank
Industry Financial Services
Experience
Cadence Bank, N.A. June 2012 - Present
Wells Fargo August 1987 - June 2012
First Union / Wachovia 1990 - 2008
Skills
Commercial Lending, Banking, Commercial Banking, Loans, Mergers & Acquisitions, Small Business Lending, Credit, Credit Analysis, Portfolio Management, Risk Management, Lines Of Credit, Treasury Management, Credit Risk, Retail Banking, Loan Origination, Asset Based Lending, Underwriting, Investments, Commercial Mortgages, Mortgage Lending, Strategic Financial..., Cash Management, Wealth Management, Consumer Lending, Financial Services
Education
University of South Florida 1997 — 1998
Master of Business Administration (M.B.A.)
Florida State University - College of Business
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cadence Bank, N.A. June 2012 - Present
Wells Fargo August 1987 - June 2012
First Union / Wachovia 1990 - 2008
Skills
Commercial Lending, Banking, Commercial Banking, Loans, Mergers & Acquisitions, Small Business Lending, Credit, Credit Analysis, Portfolio Management, Risk Management, Lines Of Credit, Treasury Management, Credit Risk, Retail Banking, Loan Origination, Asset Based Lending, Underwriting, Investments, Commercial Mortgages, Mortgage Lending, Strategic Financial..., Cash Management, Wealth Management, Consumer Lending, Financial Services
Education
University of South Florida 1997 — 1998
Master of Business Administration (M.B.A.)
Florida State University - College of Business
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Michelle Wood-Klingensmith's First Union / Wachovia Experience April 2001 - April 2003
Job VP, Lending Manager Collateral & Program Production Risk Management at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage August 2012 - Present
Wells Fargo March 2009 - August 2012
Wachovia, A Wells Fargo Company April 2005 - March 2009
Wachovia, A Wells Fargo Company April 2003 - April 2005
First Union / Wachovia April 2001 - April 2003
Key Bank January 1998 - April 2001
Skills
Banking, Mortgage Lending, Mortgage Banking, Risk Management, Underwriting, Loans, Loan Origination, Credit Analysis, Credit, Consumer Lending, Commercial Lending, Credit Risk, FHA, Management, Refinance, Residential Mortgages
Education
Central Piedmont Community College 2008 — 2008
Six Sigma - Greenbelt, Six Sigma - Greenbelt
Pfeiffer University 1999 — 2001
MBA
Methodist University 1989 — 1993
Bachelor of Science, Business Administration
Wells Fargo Home Mortgage August 2012 - Present
Wells Fargo March 2009 - August 2012
Wachovia, A Wells Fargo Company April 2005 - March 2009
Wachovia, A Wells Fargo Company April 2003 - April 2005
First Union / Wachovia April 2001 - April 2003
Key Bank January 1998 - April 2001
Skills
Banking, Mortgage Lending, Mortgage Banking, Risk Management, Underwriting, Loans, Loan Origination, Credit Analysis, Credit, Consumer Lending, Commercial Lending, Credit Risk, FHA, Management, Refinance, Residential Mortgages
Education
Central Piedmont Community College 2008 — 2008
Six Sigma - Greenbelt, Six Sigma - Greenbelt
Pfeiffer University 1999 — 2001
MBA
Methodist University 1989 — 1993
Bachelor of Science, Business Administration
Johnny Burrito's First Union / Wachovia Experience 1989 - 1998
Job Owner, Johnny Burrito
Industry Restaurants
Experience
Augusta's Pimento Cheese 2013 - Present
Johnny Burrito 1998 - Present
First Union / Wachovia 1989 - 1998
Arthur Young / Ernst & Young 1984 - 1989
Skills
Customer Service, Financial Analysis, Strategic Planning, Team Building, Microsoft Office, Banking, Sales Management, Process Improvement, Risk Management, Leadership, Public Speaking, Microsoft Excel, Sales, Event Planning, Negotiation, New Business Development, Budgets, Marketing, Corporate Finance, Business Planning, Small Business, Finance, Start-ups, Management, Business Strategy, Accounting, Mergers & Acquisitions, Strategy, Entrepreneurship, Strategic Financial..., Management Consulting, Business Development, Investments, Coaching, Due Diligence, Forecasting, Business Analysis, Managerial Finance, Business Process..., Contract Negotiation
Education
Univ of NC - Charlotte
Bachelor of Science (B.S.), Accounting
Central Piedmont Community College
School of Hard Knocks
Augusta's Pimento Cheese 2013 - Present
Johnny Burrito 1998 - Present
First Union / Wachovia 1989 - 1998
Arthur Young / Ernst & Young 1984 - 1989
Skills
Customer Service, Financial Analysis, Strategic Planning, Team Building, Microsoft Office, Banking, Sales Management, Process Improvement, Risk Management, Leadership, Public Speaking, Microsoft Excel, Sales, Event Planning, Negotiation, New Business Development, Budgets, Marketing, Corporate Finance, Business Planning, Small Business, Finance, Start-ups, Management, Business Strategy, Accounting, Mergers & Acquisitions, Strategy, Entrepreneurship, Strategic Financial..., Management Consulting, Business Development, Investments, Coaching, Due Diligence, Forecasting, Business Analysis, Managerial Finance, Business Process..., Contract Negotiation
Education
Univ of NC - Charlotte
Bachelor of Science (B.S.), Accounting
Central Piedmont Community College
School of Hard Knocks
Robert Ashbaugh's First Union / Wachovia Experience October 1997 - February 2003
Job Senior Risk Management Consultant at Sageworks
Industry Banking
Experience
Sageworks January 2014 - Present
PNC March 2012 - November 2013
RBC Bank March 2008 - March 2012
Wachovia Securites February 2003 - December 2007
First Union / Wachovia October 1997 - February 2003
Bank of Tokyo-Mitsubishi UFJ October 1993 - October 1997
Bankers Trust Company July 1990 - October 1993
Skills
ALLL, Stress Testing, Risk Management, Risk Analytics, Corporate Trust, Portfolio Management, Mortgage Industry, Credit Risk, Financial Risk, Banking, Capital Markets, Financial Services, Credit, Credit Analysis, Financial Analysis, Loans, Commercial Banking, Finance, Mortgage Lending, Structured Finance
Education
Temple University 1986 — 1990
Bachelor of Business Administration (B.B.A.)
Sageworks January 2014 - Present
PNC March 2012 - November 2013
RBC Bank March 2008 - March 2012
Wachovia Securites February 2003 - December 2007
First Union / Wachovia October 1997 - February 2003
Bank of Tokyo-Mitsubishi UFJ October 1993 - October 1997
Bankers Trust Company July 1990 - October 1993
Skills
ALLL, Stress Testing, Risk Management, Risk Analytics, Corporate Trust, Portfolio Management, Mortgage Industry, Credit Risk, Financial Risk, Banking, Capital Markets, Financial Services, Credit, Credit Analysis, Financial Analysis, Loans, Commercial Banking, Finance, Mortgage Lending, Structured Finance
Education
Temple University 1986 — 1990
Bachelor of Business Administration (B.B.A.)
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.