Wachovia Company
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, North Carolina, United States Acquisition date: 31 December 2008 Founded: 16 June 1879 Defunct: 2008 (as an independent corporation); 2011 (as a brand) Subsidiaries: Wells Fargo Advisors, Wachovia Service Corp, Parent organization: Wells Fargo
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Wachovia Employees
Employee
Years
Job
Industry
Gyssela Moreno, PMP Gyssela Moreno, PMP's Wachovia Experience May 2004 - January 2009
Job Technology Development Area Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo December 2014 - Present
Wells Fargo June 2011 - Present
Wells Fargo Bank January 2009 - October 2012
Wachovia May 2004 - January 2009
Wachovia Bank August 1993 - November 1998
Skills
Process Improvement, Project Management, SDLC, Risk Management, Process Management, Financial Risk, Management, PMO, Governance, Change Management, Business Process, IT Management, Information Technology, Enterprise Software, Vendor Management, Business Analysis
Education
Universidad de Puerto Rico 1987 — 1991
BS, Computarized Information Systems
University of Puerto Rico-Mayaguez
Wells Fargo December 2014 - Present
Wells Fargo June 2011 - Present
Wells Fargo Bank January 2009 - October 2012
Wachovia May 2004 - January 2009
Wachovia Bank August 1993 - November 1998
Skills
Process Improvement, Project Management, SDLC, Risk Management, Process Management, Financial Risk, Management, PMO, Governance, Change Management, Business Process, IT Management, Information Technology, Enterprise Software, Vendor Management, Business Analysis
Education
Universidad de Puerto Rico 1987 — 1991
BS, Computarized Information Systems
University of Puerto Rico-Mayaguez
Lisa Fettner's Wachovia Experience December 2003 - December 2007
Job
Industry Marketing and Advertising
Experience
ReferralExchange/FlywheelNetworks September 2013 - Present
Tech CU (Technology Credit Union) July 2010 - September 2013
Kaplan Test Prep and Admissions February 2009 - April 2010
International Asset Systems December 2007 - December 2008
Wachovia December 2003 - December 2007
Franz Inc. November 1998 - December 2003
Washington Mutual July 1993 - October 1998
Young & Rubicam/McCann-Erickson 1985 - 1993
Skills
Marketing, Marketing Communications, Business Development, Strategic Planning, Product Marketing, New Business Development, Product Management, Email Marketing, Salesforce.com, Marketing Strategy, Event Management, Lead Generation, Market Research, Sales Management, Product Development, Strategy, Sales Operations, Digital Marketing, Marketing Research, Sales, Program Management, SEO, Strategic Partnerships, Marketing Management, Leadership, Team Building, Selling, Advertising, Online Advertising, Executive Management, Public Relations, Integrated Marketing, E-commerce, Cross-functional Team..., Direct Marketing, Social Media Marketing, Online Marketing, Brand Management, CRM, Start-ups, Analytics, B2B, Competitive Analysis, Management
Education
University of California, Berkeley 1982 — 1985
Bachelor of Arts (B.A.), Mass Communications
ReferralExchange/FlywheelNetworks September 2013 - Present
Tech CU (Technology Credit Union) July 2010 - September 2013
Kaplan Test Prep and Admissions February 2009 - April 2010
International Asset Systems December 2007 - December 2008
Wachovia December 2003 - December 2007
Franz Inc. November 1998 - December 2003
Washington Mutual July 1993 - October 1998
Young & Rubicam/McCann-Erickson 1985 - 1993
Skills
Marketing, Marketing Communications, Business Development, Strategic Planning, Product Marketing, New Business Development, Product Management, Email Marketing, Salesforce.com, Marketing Strategy, Event Management, Lead Generation, Market Research, Sales Management, Product Development, Strategy, Sales Operations, Digital Marketing, Marketing Research, Sales, Program Management, SEO, Strategic Partnerships, Marketing Management, Leadership, Team Building, Selling, Advertising, Online Advertising, Executive Management, Public Relations, Integrated Marketing, E-commerce, Cross-functional Team..., Direct Marketing, Social Media Marketing, Online Marketing, Brand Management, CRM, Start-ups, Analytics, B2B, Competitive Analysis, Management
Education
University of California, Berkeley 1982 — 1985
Bachelor of Arts (B.A.), Mass Communications
Brian Kreitzer Brian Kreitzer's Wachovia Experience 2006 - 2007
Job Operations, Risk Management and Sales Executive
Industry Banking
Experience
Wells Fargo Home Mortgage November 2014 - Present
Wells Fargo Home Mortgage June 2011 - August 2014
Wells Fargo Home Mortgage 2007 - 2011
Wachovia 2006 - 2007
World Savings June 1998 - January 2006
Skills
Operations Management, Sales Management, Operational Risk..., Mortgage Lending, Mortgage Servicing, Mortgage Underwriting, Real Estate Appraisal, Customer Service, Asset Management, Appraisals, Credit, Loans, Leadership, Underwriting, Management, Risk Management, Banking, Refinance, Loan Origination, Mortgage Banking, FHA
Education
University of California, Davis 1983 — 1988
Bachelor of Science (BS), Managerial and Agricultural Economics
Wells Fargo Home Mortgage November 2014 - Present
Wells Fargo Home Mortgage June 2011 - August 2014
Wells Fargo Home Mortgage 2007 - 2011
Wachovia 2006 - 2007
World Savings June 1998 - January 2006
Skills
Operations Management, Sales Management, Operational Risk..., Mortgage Lending, Mortgage Servicing, Mortgage Underwriting, Real Estate Appraisal, Customer Service, Asset Management, Appraisals, Credit, Loans, Leadership, Underwriting, Management, Risk Management, Banking, Refinance, Loan Origination, Mortgage Banking, FHA
Education
University of California, Davis 1983 — 1988
Bachelor of Science (BS), Managerial and Agricultural Economics
Alan Greengard Alan Greengard's Wachovia Experience April 2006 - December 2009
Job Owner / Premier Physical Therapy
Industry Real Estate
Experience
Premier Physical Therapy June 2014 - Present
Johnny Rockets November 2010 - December 2013
JP Morgan Chase December 2009 - November 2010
Wachovia April 2006 - December 2009
Pick Up Stix (Carlson Companies) June 2004 - April 2006
Yum! Brands January 1997 - June 2004
Taco Bell July 1993 - December 1996
Skills
Location Intelligence, Asset Managment, Negotiation, Project Management, Real Estate Development, Mergers, Selling, Investment Properties, Strategic Planning, Retail, Leases, Contract Negotiation, Management, Real Estate, Corporate Real Estate, Mergers & Acquisitions, Property Management, Business Strategy, Portfolio Management, Budgets, Financial Modeling, Business Planning, Asset Management, Leadership, Disposition, Real Estate Economics, Real Estate Transactions, Due Diligence, Commercial Real Estate
Education
University of Southern California 1991 — 1993
MRED, Real Estate Development
University of Southern California - Marshall School of Business 1991 — 1993
MBA, Business
University of California, Los Angeles 1984 — 1989
BA, Political Science
Premier Physical Therapy June 2014 - Present
Johnny Rockets November 2010 - December 2013
JP Morgan Chase December 2009 - November 2010
Wachovia April 2006 - December 2009
Pick Up Stix (Carlson Companies) June 2004 - April 2006
Yum! Brands January 1997 - June 2004
Taco Bell July 1993 - December 1996
Skills
Location Intelligence, Asset Managment, Negotiation, Project Management, Real Estate Development, Mergers, Selling, Investment Properties, Strategic Planning, Retail, Leases, Contract Negotiation, Management, Real Estate, Corporate Real Estate, Mergers & Acquisitions, Property Management, Business Strategy, Portfolio Management, Budgets, Financial Modeling, Business Planning, Asset Management, Leadership, Disposition, Real Estate Economics, Real Estate Transactions, Due Diligence, Commercial Real Estate
Education
University of Southern California 1991 — 1993
MRED, Real Estate Development
University of Southern California - Marshall School of Business 1991 — 1993
MBA, Business
University of California, Los Angeles 1984 — 1989
BA, Political Science
Frederick Ward Frederick Ward's Wachovia Experience April 2007 - February 2011
Job Vice President of Sales and Marketing at The Golseth Allstate Agency
Industry Insurance
Experience
WELLS FARGO BANK, NA August 2013 - Present
The Golseth Allstate Agency March 2011 - Present
Wachovia April 2007 - February 2011
New Century Mortgage February 2004 - April 2007
Invigorations, Inc May 2001 - January 2006
Full Specturm Lending January 2002 - January 2004
Versalign Inc. 1999 - 2001
United States Marine Corps May 1983 - January 1993
Skills
Air Traffic Control, Sales Management, Direct Sales, Recruiting, Management, Team Building, Forecasting, Marketing, Business Development, B2B, Strategic Planning, Pricing, Customer Satisfaction, Leadership, Negotiation, Team Leadership, Marketing Strategy, Income Statement
Education
USMC PROFESSIONAL RECRUITING ACADEMY 1989 — 1989
Certificate of Completion, Selling Skills and Sales Operations, Recruiting and Community Outreach, 98.7
USMC LEADERSHIP ACADEMY 1985 — 1985
Certificate of Completion, Organizational Leadership, 98.3
University of California, Irvine 1984 — 1985
USMC FAA AIR TRAFFIC CONTROL ACADEMY, Air Traffic Controll and Airport Management
G.W. Carver High School 1979 — 1983
HS Diploma, Academic
WELLS FARGO BANK, NA August 2013 - Present
The Golseth Allstate Agency March 2011 - Present
Wachovia April 2007 - February 2011
New Century Mortgage February 2004 - April 2007
Invigorations, Inc May 2001 - January 2006
Full Specturm Lending January 2002 - January 2004
Versalign Inc. 1999 - 2001
United States Marine Corps May 1983 - January 1993
Skills
Air Traffic Control, Sales Management, Direct Sales, Recruiting, Management, Team Building, Forecasting, Marketing, Business Development, B2B, Strategic Planning, Pricing, Customer Satisfaction, Leadership, Negotiation, Team Leadership, Marketing Strategy, Income Statement
Education
USMC PROFESSIONAL RECRUITING ACADEMY 1989 — 1989
Certificate of Completion, Selling Skills and Sales Operations, Recruiting and Community Outreach, 98.7
USMC LEADERSHIP ACADEMY 1985 — 1985
Certificate of Completion, Organizational Leadership, 98.3
University of California, Irvine 1984 — 1985
USMC FAA AIR TRAFFIC CONTROL ACADEMY, Air Traffic Controll and Airport Management
G.W. Carver High School 1979 — 1983
HS Diploma, Academic
Debbie Keckeisen's Wachovia Experience 2007 - 2008
Job Coastal and Luxury Home Marketing Specialist * Realtor at Pacific Sotheby's International Realty
Industry Real Estate
Experience
Pacific Sotheby`s International Realty January 2015 - Present
Keller Wiliams Realty La Jolla June 2009 - December 2014
World Savings August 2002 - October 2008
Wachovia 2007 - 2008
Skills
Luxury Homes, Real Estate, Luxury, Residential Homes, Investment Properties, Vacation Homes, Marketing, Sellers, Investors, Negotiation, Referrals, Banking, Contract Negotiation, Single Family Homes, Investments, Home Staging, Coastal Properties, Equestrian properties, country club estates, San Diego real estate, Beach Homes, Buyer Representation
Education
University of California, San Diego 1987 — 1992
Pacific Sotheby`s International Realty January 2015 - Present
Keller Wiliams Realty La Jolla June 2009 - December 2014
World Savings August 2002 - October 2008
Wachovia 2007 - 2008
Skills
Luxury Homes, Real Estate, Luxury, Residential Homes, Investment Properties, Vacation Homes, Marketing, Sellers, Investors, Negotiation, Referrals, Banking, Contract Negotiation, Single Family Homes, Investments, Home Staging, Coastal Properties, Equestrian properties, country club estates, San Diego real estate, Beach Homes, Buyer Representation
Education
University of California, San Diego 1987 — 1992
Brian King, CFA, CMA Brian King, CFA, CMA's Wachovia Experience May 1996 - April 2001
Job Enterprise Credit Risk SunTrust Banks, Inc.
Industry Financial Services
Experience
SunTrust Bank March 2013 - Present
SunTrust Bank September 2008 - March 2013
Citigroup April 2001 - March 2008
Wachovia May 1996 - April 2001
Alabama Productivity Center January 1995 - May 1996
Skills
Credit Risk, Portfolio Management, Credit Analysis, Cash Management, Asset Based Lending, Investment Banking, Banking, Risk Management, Commercial Lending, Treasury Management, Loans, Corporate Finance, Underwriting, Due Diligence, Loan Structuring, Risk Assessment, Valuation, Strategic Financial..., Restructuring, Structured Finance, CFA, CMA, CFM, MBA, Financial Analysis, Financial Modeling, Financial Management, Corporate Treasury, Debt Restructuring, Capital Markets, Competitive Analysis, Client Development, Relationship Development, Negotiation, Hyperion, Cognos, TM1, Finance
Education
University of Alabama 1994 — 1996
MBA, Strategy
University of Alabama at Birmingham 1992 — 1994
BS, Finance
SunTrust Bank March 2013 - Present
SunTrust Bank September 2008 - March 2013
Citigroup April 2001 - March 2008
Wachovia May 1996 - April 2001
Alabama Productivity Center January 1995 - May 1996
Skills
Credit Risk, Portfolio Management, Credit Analysis, Cash Management, Asset Based Lending, Investment Banking, Banking, Risk Management, Commercial Lending, Treasury Management, Loans, Corporate Finance, Underwriting, Due Diligence, Loan Structuring, Risk Assessment, Valuation, Strategic Financial..., Restructuring, Structured Finance, CFA, CMA, CFM, MBA, Financial Analysis, Financial Modeling, Financial Management, Corporate Treasury, Debt Restructuring, Capital Markets, Competitive Analysis, Client Development, Relationship Development, Negotiation, Hyperion, Cognos, TM1, Finance
Education
University of Alabama 1994 — 1996
MBA, Strategy
University of Alabama at Birmingham 1992 — 1994
BS, Finance
Sean Dalesandro Sean Dalesandro's Wachovia Experience 2007 - 2008
Job Principal at Osprey Real Estate Capital
Industry Real Estate
Experience
Osprey Real Estate Capital October 2010 - Present
Parallel Real Estate Advisors 2008 - Present
Wachovia 2007 - 2008
Bank of America 2002 - 2007
Skills
Real Estate, Investment Properties, Real Estate Economics, Investments, Brokerage, Real Estate Financing, Loans, REO, Investors, Mortgage Lending, Multifamily Acquisitions, Retail Acquisitions, Land Development, Project Entitlements, Multifamily Development, Entitlements, CMBS, Real Estate Finance, Real Estate Equity, Land Acquisition, Value Added Investments, Institutional Equity
Education
University of California, Los Angeles 2004 — 2005
Post Graduate, Real Estate Economics
University of Florida 1997 — 2001
Bachelor's Degree, Chemistry & Finance
Osprey Real Estate Capital October 2010 - Present
Parallel Real Estate Advisors 2008 - Present
Wachovia 2007 - 2008
Bank of America 2002 - 2007
Skills
Real Estate, Investment Properties, Real Estate Economics, Investments, Brokerage, Real Estate Financing, Loans, REO, Investors, Mortgage Lending, Multifamily Acquisitions, Retail Acquisitions, Land Development, Project Entitlements, Multifamily Development, Entitlements, CMBS, Real Estate Finance, Real Estate Equity, Land Acquisition, Value Added Investments, Institutional Equity
Education
University of California, Los Angeles 2004 — 2005
Post Graduate, Real Estate Economics
University of Florida 1997 — 2001
Bachelor's Degree, Chemistry & Finance
Randy Edmunds Randy Edmunds's Wachovia Experience May 2008 - August 2008
Job Finance and Strategy
Industry Financial Services
Experience
Bellco Credit Union June 2015 - Present
Wells Fargo Bank June 2009 - May 2015
Toastmasters International August 2013 - March 2015
IMPACTjax December 2010 - December 2011
Wachovia May 2008 - August 2008
Education
University of Denver 2015 — 2016
Master of Business Administration (MBA)
University of California, Berkeley 2013 — 2013
Intermediate Accounting I and II
University of Florida - Warrington College Of Business 2005 — 2009
BSBA
Bellco Credit Union June 2015 - Present
Wells Fargo Bank June 2009 - May 2015
Toastmasters International August 2013 - March 2015
IMPACTjax December 2010 - December 2011
Wachovia May 2008 - August 2008
Education
University of Denver 2015 — 2016
Master of Business Administration (MBA)
University of California, Berkeley 2013 — 2013
Intermediate Accounting I and II
University of Florida - Warrington College Of Business 2005 — 2009
BSBA
Laura Olivas's Wachovia Experience November 2006 - February 2008
Job MPN Leadership Academy Manager at Mission Economic Development Agency
Industry Philanthropy
Experience
Mission Economic Development Agency October 2014 - Present
Latino Community Foundation June 2014 - October 2014
Hispanics in Philanthropy October 2013 - March 2014
Berkeley Community Fund February 2008 - April 2013
Wachovia November 2006 - February 2008
World Savings May 2006 - November 2006
Survey Research Center February 2005 - April 2006
Skills
Nonprofits, Fundraising, Public Speaking, Event Management, Program Management, Social Media, Public Relations, Event Planning, Non-profit..., Non-profit Board..., Marketing, Product Marketing, Marketing Communications, Program Development, Youth Programs, Youth Mentoring, Legal Compliance, Translation, Sales, Mortgage Marketing, Project Management, Community Development, Grants, Volunteer Management, Public Policy
Education
HOPE (Hispanas Organized for Political Equality) 2015 — 2015
2015 HOPE Leadership Institute Class of 2015
Multicultural Board Leadership Academy 2014 — 2014
Certificate of Completion, Non-Profit/Public/Organizational Management
UC Berkeley 2002 — 2007
Bachelor of Arts (B.A.), Legal Studies
Mission Economic Development Agency October 2014 - Present
Latino Community Foundation June 2014 - October 2014
Hispanics in Philanthropy October 2013 - March 2014
Berkeley Community Fund February 2008 - April 2013
Wachovia November 2006 - February 2008
World Savings May 2006 - November 2006
Survey Research Center February 2005 - April 2006
Skills
Nonprofits, Fundraising, Public Speaking, Event Management, Program Management, Social Media, Public Relations, Event Planning, Non-profit..., Non-profit Board..., Marketing, Product Marketing, Marketing Communications, Program Development, Youth Programs, Youth Mentoring, Legal Compliance, Translation, Sales, Mortgage Marketing, Project Management, Community Development, Grants, Volunteer Management, Public Policy
Education
HOPE (Hispanas Organized for Political Equality) 2015 — 2015
2015 HOPE Leadership Institute Class of 2015
Multicultural Board Leadership Academy 2014 — 2014
Certificate of Completion, Non-Profit/Public/Organizational Management
UC Berkeley 2002 — 2007
Bachelor of Arts (B.A.), Legal Studies
Roman Vega Roman Vega's Wachovia Experience October 2007 - February 2009
Job Claim Professional at Travelers Insurance
Industry Insurance
Experience
Travelers July 2014 - Present
Farmers Insurance November 2010 - June 2014
Union Bank July 2009 - July 2010
Wachovia October 2007 - February 2009
Enterprise Rent-A-Car September 2005 - July 2007
Enterprise Rent-A-Car September 2004 - August 2005
Enterprise Rent-A-Car June 2003 - August 2004
Enterprise Rent-A-Car July 2002 - May 2003
Enterprise Rent-A-Car August 2000 - June 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Management, Risk Management, Cold Calling, Customer Satisfaction, Sales Process, Sales, Sales Operations, Strategic Planning, Sales Management, Team Building, Account Management, Leadership, Customer Retention
Education
University of California, Irvine 1995 — 2000
Bachelor of Arts (B.A.), Social Sciences
Travelers July 2014 - Present
Farmers Insurance November 2010 - June 2014
Union Bank July 2009 - July 2010
Wachovia October 2007 - February 2009
Enterprise Rent-A-Car September 2005 - July 2007
Enterprise Rent-A-Car September 2004 - August 2005
Enterprise Rent-A-Car June 2003 - August 2004
Enterprise Rent-A-Car July 2002 - May 2003
Enterprise Rent-A-Car August 2000 - June 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Management, Risk Management, Cold Calling, Customer Satisfaction, Sales Process, Sales, Sales Operations, Strategic Planning, Sales Management, Team Building, Account Management, Leadership, Customer Retention
Education
University of California, Irvine 1995 — 2000
Bachelor of Arts (B.A.), Social Sciences
Brenda Ervin-Martin Brenda Ervin-Martin's Wachovia Experience May 2008 - April 2009
Job SVP/Group Manager at Comerica Bank
Industry Banking
Experience
Comerica Bank August 2013 - Present
JPMorgan Chase April 2009 - August 2013
Wachovia May 2008 - April 2009
Bank of America May 1997 - April 2008
Skills
Mortgage Lending, Banking, Loans, Loan Origination, Team Leadership, Relationship Management, Sales, Management, Commercial Banking, Small Business Lending, Commercial Lending, Portfolio Management, Credit, Credit Analysis, Retail Banking, Underwriting, Financial Services
Education
University of California, Los Angeles
Economics
Comerica Bank August 2013 - Present
JPMorgan Chase April 2009 - August 2013
Wachovia May 2008 - April 2009
Bank of America May 1997 - April 2008
Skills
Mortgage Lending, Banking, Loans, Loan Origination, Team Leadership, Relationship Management, Sales, Management, Commercial Banking, Small Business Lending, Commercial Lending, Portfolio Management, Credit, Credit Analysis, Retail Banking, Underwriting, Financial Services
Education
University of California, Los Angeles
Economics
Alan Dowling, MBA, CDCMP® Alan Dowling, MBA, CDCMP®'s Wachovia Experience January 2005 - December 2009
Job VP, Technology Manager
Industry Banking
Experience
Wells Fargo January 2010 - Present
Wachovia January 2005 - December 2009
SouthTrust Bank 1999 - 2004
Skills
Data Center, Governance, Unix, Enterprise Architecture, Leadership, Program Management, Infrastructure, Management, Change Management, Financial Services, Business Continuity, Servers, Vendor Management, Disaster Recovery, SDLC, Visio, Security, Network Security, IT Operations, Operating Systems, IT Management, Technology Management, ITIL, Team Building, Process Improvement, Integration, Team Leadership, IT Strategy, Troubleshooting, Recruiting, PMP, Project Portfolio...
Education
University of Alabama at Birmingham 1992 — 1995
MBA, Management Information Systems
Cnet
Cnet
Wells Fargo January 2010 - Present
Wachovia January 2005 - December 2009
SouthTrust Bank 1999 - 2004
Skills
Data Center, Governance, Unix, Enterprise Architecture, Leadership, Program Management, Infrastructure, Management, Change Management, Financial Services, Business Continuity, Servers, Vendor Management, Disaster Recovery, SDLC, Visio, Security, Network Security, IT Operations, Operating Systems, IT Management, Technology Management, ITIL, Team Building, Process Improvement, Integration, Team Leadership, IT Strategy, Troubleshooting, Recruiting, PMP, Project Portfolio...
Education
University of Alabama at Birmingham 1992 — 1995
MBA, Management Information Systems
Cnet
Cnet
Diego Barona Diego Barona's Wachovia Experience 2004 - 2007
Job Consultant at D&B CONSULTING GROUP
Industry Banking
Experience
D&B Consulting Group. January 2009 - Present
Capital One 2010 - 2014
PNC Financial Services Group January 2008 - August 2009
WACHOVIA 2004 - 2007
The Washington Diplomat 2003 - 2005
B&G Consulting Group 2003 - 2004
Colgate Palmolive 1994 - 2002
Inmobiliaria del Pacifico 1991 - 1992
BOLSA DE OCCIDENTE SA 1988 - 1989
AIESEC 1985 - 1988
Skills
Banking, Investments, Finance, Loans, Business Development, Strategic Financial..., Management, Equities, Financial Analysis, Portfolio Management, Strategic Planning, Small Business, Credit, Risk Management, Marketing, International Trade, Financial Goals, Commercial Lending, Financial Services, Credit Analysis, Mortgage Lending, Commercial Banking, Leadership, Credit Risk, Small Business Lending, Executive Management, Financial Advisory, Auditing, Campaigns, Photography, Cash Management, Corporate Finance, Capital Markets, Negotiation, Relationship Management, Mergers & Acquisitions, Wealth Management, Financial Modeling, Strategy, Analysis, Marketing Strategy, Business Strategy, Sales, Public Relations, COST ACCOUNTING, Microsoft Office, SAS, Oracle, DATA ANALYSIS, Consulting
Education
Universidad ICESI 1995 — 1997
Master, Finance
UCLA 1990 — 1992
Finance, International finance
Universidad de San Buenaventura 1983 — 1988
Economist, Bachelor in Arts with concentration in Economics
Liceum Adam mickiewicz
High School
D&B Consulting Group. January 2009 - Present
Capital One 2010 - 2014
PNC Financial Services Group January 2008 - August 2009
WACHOVIA 2004 - 2007
The Washington Diplomat 2003 - 2005
B&G Consulting Group 2003 - 2004
Colgate Palmolive 1994 - 2002
Inmobiliaria del Pacifico 1991 - 1992
BOLSA DE OCCIDENTE SA 1988 - 1989
AIESEC 1985 - 1988
Skills
Banking, Investments, Finance, Loans, Business Development, Strategic Financial..., Management, Equities, Financial Analysis, Portfolio Management, Strategic Planning, Small Business, Credit, Risk Management, Marketing, International Trade, Financial Goals, Commercial Lending, Financial Services, Credit Analysis, Mortgage Lending, Commercial Banking, Leadership, Credit Risk, Small Business Lending, Executive Management, Financial Advisory, Auditing, Campaigns, Photography, Cash Management, Corporate Finance, Capital Markets, Negotiation, Relationship Management, Mergers & Acquisitions, Wealth Management, Financial Modeling, Strategy, Analysis, Marketing Strategy, Business Strategy, Sales, Public Relations, COST ACCOUNTING, Microsoft Office, SAS, Oracle, DATA ANALYSIS, Consulting
Education
Universidad ICESI 1995 — 1997
Master, Finance
UCLA 1990 — 1992
Finance, International finance
Universidad de San Buenaventura 1983 — 1988
Economist, Bachelor in Arts with concentration in Economics
Liceum Adam mickiewicz
High School
angela maione's Wachovia Experience January 2007 - January 2009
Job at
Industry Executive Office
Experience
Southwest Community Health April 2015 - Present
The Common Bond Market May 2014 - Present
Dana Bartone & Co. , Salon and Spa August 2013 - Present
MAC Cosmetics March 2012 - Present
Webster Bank 2010 - October 2013
A Touch Of Color 2011 - 2012
Wachovia January 2007 - January 2009
Skills
Sales, Training, Customer Service, Facebook, Certified Makeup Artist, Experience with..., Cosmetics, Social Media, Public Relations, Social Media Marketing, Fifteen years of..., Spa coordinator..., Fundraising, Strategic Planning
Education
University of Bridgeport 2009 — 2013
Bachelor's degree, Psychology
Southwest Community Health April 2015 - Present
The Common Bond Market May 2014 - Present
Dana Bartone & Co. , Salon and Spa August 2013 - Present
MAC Cosmetics March 2012 - Present
Webster Bank 2010 - October 2013
A Touch Of Color 2011 - 2012
Wachovia January 2007 - January 2009
Skills
Sales, Training, Customer Service, Facebook, Certified Makeup Artist, Experience with..., Cosmetics, Social Media, Public Relations, Social Media Marketing, Fifteen years of..., Spa coordinator..., Fundraising, Strategic Planning
Education
University of Bridgeport 2009 — 2013
Bachelor's degree, Psychology
Leana Villavicencio's Wachovia Experience March 2008 - July 2012
Job Seeking new banking opportunity
Industry Financial Services
Experience
Dish Network November 2014 - Present
Wells Fargo July 2012 - September 2014
Wachovia March 2008 - July 2012
World Savings September 2002 - March 2008
Skills
Loans, Series 6, Producer Licensing, Investments, Customer Satisfaction, Customer Retention, Team Building, Team Management, Team Leadership, Small Business Lending, Series 63, Lines Of Credit, Needs Assessment, Business Planning, Strategic Planning, Community Development, Client Relations, Mortgage Lending, NMLS Licensed, Teamwork, Banking, Finance, Sales, Management, Leadership, Customer Service, Relationship Management, Retail Banking, Credit, Financial Services
Education
Union County College 1999 — 2001
NONE, Business management
Benedictine Academy 1994 — 1998
High school Diploma, General Studies
St.Peter and Paul
Dish Network November 2014 - Present
Wells Fargo July 2012 - September 2014
Wachovia March 2008 - July 2012
World Savings September 2002 - March 2008
Skills
Loans, Series 6, Producer Licensing, Investments, Customer Satisfaction, Customer Retention, Team Building, Team Management, Team Leadership, Small Business Lending, Series 63, Lines Of Credit, Needs Assessment, Business Planning, Strategic Planning, Community Development, Client Relations, Mortgage Lending, NMLS Licensed, Teamwork, Banking, Finance, Sales, Management, Leadership, Customer Service, Relationship Management, Retail Banking, Credit, Financial Services
Education
Union County College 1999 — 2001
NONE, Business management
Benedictine Academy 1994 — 1998
High school Diploma, General Studies
St.Peter and Paul
Paul Strikwerda, Euro VO-Pro Paul Strikwerda, Euro VO-Pro's Wachovia Experience March 2007 - November 2007
Job Native Dutch Neutral English Global Appeal
Industry Broadcast Media
Experience
Nethervoice July 2009 - Present
Paul Strikwerda Media April 2001 - Present
Paul Strikwerda Media January 1989 - Present
Paul Strikwerda Translations January 2006 - January 2011
Paul Strikwerda Media January 2002 - January 2011
Wachovia March 2007 - November 2007
Dean Foster Associates July 2006 - July 2006
CommCore Consulting Group May 2003 - May 2003
Interchurch Media Institute January 1995 - December 2000
Radio Netherlands April 1993 - November 1998
Skills
Voice Over, Voice Acting, Recording, Audio Editing, Commercials, Television, Radio, Editing, Video, Acting, Documentaries, Entertainment, Broadcast, Sound, Audio Books, Media Production, Presenter, Sound Editing, Post Production, Customer Service, Social Networking, Audio Engineering, Copywriting, Radio Broadcasting, Writing, Audio Post Production, Voiceovers, Radio Producing, Producing, Video Production, Drama, Narration, Improvisation, Comedy, Radio Host, Promo, Music, Theatre, Narrator, Blogging, Promos, Audio, On-air, Coaching, Public Speaking, Marketing, Dutch, Social Media Marketing, Social Media, Broadcast Journalism
Education
University of Amsterdam
European Studies
Utrecht University
Musicology
Utrecht University
English Studies
Nethervoice July 2009 - Present
Paul Strikwerda Media April 2001 - Present
Paul Strikwerda Media January 1989 - Present
Paul Strikwerda Translations January 2006 - January 2011
Paul Strikwerda Media January 2002 - January 2011
Wachovia March 2007 - November 2007
Dean Foster Associates July 2006 - July 2006
CommCore Consulting Group May 2003 - May 2003
Interchurch Media Institute January 1995 - December 2000
Radio Netherlands April 1993 - November 1998
Skills
Voice Over, Voice Acting, Recording, Audio Editing, Commercials, Television, Radio, Editing, Video, Acting, Documentaries, Entertainment, Broadcast, Sound, Audio Books, Media Production, Presenter, Sound Editing, Post Production, Customer Service, Social Networking, Audio Engineering, Copywriting, Radio Broadcasting, Writing, Audio Post Production, Voiceovers, Radio Producing, Producing, Video Production, Drama, Narration, Improvisation, Comedy, Radio Host, Promo, Music, Theatre, Narrator, Blogging, Promos, Audio, On-air, Coaching, Public Speaking, Marketing, Dutch, Social Media Marketing, Social Media, Broadcast Journalism
Education
University of Amsterdam
European Studies
Utrecht University
Musicology
Utrecht University
English Studies
Jesse A. Peck, J.D., WMS Jesse A. Peck, J.D., WMS's Wachovia Experience January 2006 - March 2007
Job Peck Bulgin Wealth Management of Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. January 2013 - Present
Morgan Stanley Smith Barney March 2007 - January 2013
Wachovia January 2006 - March 2007
JP Holdings and Financial July 2004 - January 2006
Skills
Retirement Planning, Wealth Management, 401k Rollovers, Estate Planning, Investments, Securities, Series 7, Retirement, 401k, Financial Advisory, Investment Advisory, Finance, Mutual Funds, Asset Allocation, Alternative Investments, Fixed Annuities, Strategic Financial..., Variable Annuities, FINRA, ETFs, Investment Strategies, Financial Planners
Education
University of Akron School of Law 2001 — 2004
J.D., Law
University of Minnesota-Twin Cities 1996 — 2000
B.A., History, Political Science and Economics
Raymond James Financial Inc. January 2013 - Present
Morgan Stanley Smith Barney March 2007 - January 2013
Wachovia January 2006 - March 2007
JP Holdings and Financial July 2004 - January 2006
Skills
Retirement Planning, Wealth Management, 401k Rollovers, Estate Planning, Investments, Securities, Series 7, Retirement, 401k, Financial Advisory, Investment Advisory, Finance, Mutual Funds, Asset Allocation, Alternative Investments, Fixed Annuities, Strategic Financial..., Variable Annuities, FINRA, ETFs, Investment Strategies, Financial Planners
Education
University of Akron School of Law 2001 — 2004
J.D., Law
University of Minnesota-Twin Cities 1996 — 2000
B.A., History, Political Science and Economics
Justyn St. Clair Justyn St. Clair's Wachovia Experience July 2003 - October 2008
Job Business Development Manager at Chevron Energy Solutions
Industry Environmental Services
Experience
Chevron Energy Solutions February 2013 - Present
Waste Management, Inc. April 2011 - Present
Waste Management, Inc. October 2008 - May 2011
Wachovia July 2003 - October 2008
World Savings 2003 - 2006
Skills
Sales, Sales Management, Leadership, Account Management, Salesforce.com, Public Speaking, Marketing Strategy, Selling, Contract Negotiation, Management, Budgets, Team Building, Project Management, Process Improvement, Strategic Planning
Education
University of Arizona
BA, Communication-Business
Chevron Energy Solutions February 2013 - Present
Waste Management, Inc. April 2011 - Present
Waste Management, Inc. October 2008 - May 2011
Wachovia July 2003 - October 2008
World Savings 2003 - 2006
Skills
Sales, Sales Management, Leadership, Account Management, Salesforce.com, Public Speaking, Marketing Strategy, Selling, Contract Negotiation, Management, Budgets, Team Building, Project Management, Process Improvement, Strategic Planning
Education
University of Arizona
BA, Communication-Business
Daphne O'Keefe's Wachovia Experience November 2008 - January 2010
Job FrontEnd Web App Developer at PracticeIQ Inc.
Industry Information Technology and Services
Experience
PracticeIQ (formerly Balanced Labs) March 2015 - June 2015
YP April 2014 - March 2015
MicroD, Inc. December 2012 - 2013
Logical Advantage June 2012 - November 2012
Bank of America March 2011 - December 2011
Wachovia November 2008 - January 2010
Bank of America February 2008 - July 2008
Blue Pine Systems February 2007 - February 2008
hawkeye 2006 - 2007
Skills
ASP.NET, .NET, Microsoft SQL Server, IIS, C#, Visual Studio, WCF, Web Services, ASP.NET MVC, JavaScript, Databases, XML, SQL, jQuery, SSRS, PL/SQL, AJAX, CSS, SSIS, Oracle, Web Applications, SDLC, MVC, razor, jQuery-UI, jQuery Mobile, HTML, HTML5, ADO.NET, SOA, SQL Server Management..., ASP.NET AJAX, jQuery Ajax, Ajax Control Toolkit, responsive design, SQL Server, SSMS, Management Studio, OOP, Corporate Finance, Accounting, Web API, jQuery UI, HTML 5, T-SQL, AngularJS, Node.js, Backbone.js, Ember.js, Ember-CLI
Education
University of California, Berkeley
B.A.
University of California, Berkeley
MBA
PracticeIQ (formerly Balanced Labs) March 2015 - June 2015
YP April 2014 - March 2015
MicroD, Inc. December 2012 - 2013
Logical Advantage June 2012 - November 2012
Bank of America March 2011 - December 2011
Wachovia November 2008 - January 2010
Bank of America February 2008 - July 2008
Blue Pine Systems February 2007 - February 2008
hawkeye 2006 - 2007
Skills
ASP.NET, .NET, Microsoft SQL Server, IIS, C#, Visual Studio, WCF, Web Services, ASP.NET MVC, JavaScript, Databases, XML, SQL, jQuery, SSRS, PL/SQL, AJAX, CSS, SSIS, Oracle, Web Applications, SDLC, MVC, razor, jQuery-UI, jQuery Mobile, HTML, HTML5, ADO.NET, SOA, SQL Server Management..., ASP.NET AJAX, jQuery Ajax, Ajax Control Toolkit, responsive design, SQL Server, SSMS, Management Studio, OOP, Corporate Finance, Accounting, Web API, jQuery UI, HTML 5, T-SQL, AngularJS, Node.js, Backbone.js, Ember.js, Ember-CLI
Education
University of California, Berkeley
B.A.
University of California, Berkeley
MBA
Nathan Tothrow's Wachovia Experience 1991 - 1993
Job Marketing Strategy Consultant for The Hartsema Group
Industry Marketing and Advertising
Experience
NathanTothrow.com March 2010 - Present
Charlotte Metro Credit Union December 2005 - April 2010
Republic First Bancorp December 2002 - September 2005
PNC Financial Services Group April 1997 - January 2001
Bank of America 1993 - 1997
Charlotte Observer 1990 - 1997
Wachovia 1991 - 1993
Skills
Product Development, Public Relations, Consumer Insights, Web Design, Market Research, Media Planning, Neuromarketing, Presentations, Advertising, Technical Product Sales, Customer Insight, Focus Groups, Marketing Strategy, Sales, Project Management, Strategy, Marketing Communications, Digital Marketing, Management, Marketing, Integrated Marketing, Strategic Planning, Product Management, Strategic Partnerships, Website Development, New Media, Brand Management, Copywriting, Social Media, Graphic Design
Education
University of North Carolina at Charlotte 1987 — 1990
BA, Political Science and Philosophy
Harvard Extension School
Graduate, Web and Digital Media Development
University of California, San Diego
University of California, San Diego
NathanTothrow.com March 2010 - Present
Charlotte Metro Credit Union December 2005 - April 2010
Republic First Bancorp December 2002 - September 2005
PNC Financial Services Group April 1997 - January 2001
Bank of America 1993 - 1997
Charlotte Observer 1990 - 1997
Wachovia 1991 - 1993
Skills
Product Development, Public Relations, Consumer Insights, Web Design, Market Research, Media Planning, Neuromarketing, Presentations, Advertising, Technical Product Sales, Customer Insight, Focus Groups, Marketing Strategy, Sales, Project Management, Strategy, Marketing Communications, Digital Marketing, Management, Marketing, Integrated Marketing, Strategic Planning, Product Management, Strategic Partnerships, Website Development, New Media, Brand Management, Copywriting, Social Media, Graphic Design
Education
University of North Carolina at Charlotte 1987 — 1990
BA, Political Science and Philosophy
Harvard Extension School
Graduate, Web and Digital Media Development
University of California, San Diego
University of California, San Diego
Cristian Maga's Wachovia Experience July 2006 - September 2008
Job Database Marketing Consultant
Industry Banking
Experience
Wells Fargo September 2008 - Present
Wachovia July 2006 - September 2008
Wachovia Bank July 2004 - July 2006
Skills
Customer Analytics, SAS, Forecasting, Banking, Metrics, Tableau, Customer Analysis, Strategy, Segmentation, Analytics, Data Mining, Predictive Analytics, Business Intelligence
Education
University of South Carolina - Darla Moore School of Business 2002 — 2004
MBA
2000 — 2002
Master
University of Bucharest 1989 — 1994
BS
Wells Fargo September 2008 - Present
Wachovia July 2006 - September 2008
Wachovia Bank July 2004 - July 2006
Skills
Customer Analytics, SAS, Forecasting, Banking, Metrics, Tableau, Customer Analysis, Strategy, Segmentation, Analytics, Data Mining, Predictive Analytics, Business Intelligence
Education
University of South Carolina - Darla Moore School of Business 2002 — 2004
MBA
2000 — 2002
Master
University of Bucharest 1989 — 1994
BS
Laura Hall's Wachovia Experience March 2006 - June 2006
Job Chief Creative Officer at Chroma Brand
Industry Real Estate
Experience
Chroma Brand 2011 - Present
Casa Pacifica Homes and Loans Company August 2006 - September 2011
Wachovia March 2006 - June 2006
Impac Lending Group May 2004 - March 2006
Allstate Funding 2001 - 2003
Skills
Short Sales, Investments, FHA, REO, Foreclosures, Fashion Design, Real Estate Transactions, Custom Remodeling, fabric dyeing
Education
University of California, Riverside 1992 — 1995
B.S., Botany, Molecular and Cellular Bio
Chroma Brand 2011 - Present
Casa Pacifica Homes and Loans Company August 2006 - September 2011
Wachovia March 2006 - June 2006
Impac Lending Group May 2004 - March 2006
Allstate Funding 2001 - 2003
Skills
Short Sales, Investments, FHA, REO, Foreclosures, Fashion Design, Real Estate Transactions, Custom Remodeling, fabric dyeing
Education
University of California, Riverside 1992 — 1995
B.S., Botany, Molecular and Cellular Bio
Blake Saksa Blake Saksa's Wachovia Experience October 2008 - July 2009
Job Director of Business Development at Triton Wells Services
Industry Oil & Energy
Experience
Triton Well Services October 2014 - Present
BHP Billiton January 2014 - September 2014
Living Well 2013 - 2014
BRTRC July 2010 - 2012
AIRSERV CORP July 2009 - June 2010
WACHOVIA October 2008 - July 2009
US Army June 1999 - August 2008
Skills
Management, Cross-functional Team..., Change Management, Leadership, Security Clearance, Military, Government, Analysis, Strength & Conditioning, Triathlon, Training, Fitness, Fitness Training, Command, Strategy, Security, Army, Operational Planning, Military Operations, Organizational..., DoD
Education
United States Military Academy at West Point
Bachelor of Science, Engineering, International Relations, Spanish
Triton Well Services October 2014 - Present
BHP Billiton January 2014 - September 2014
Living Well 2013 - 2014
BRTRC July 2010 - 2012
AIRSERV CORP July 2009 - June 2010
WACHOVIA October 2008 - July 2009
US Army June 1999 - August 2008
Skills
Management, Cross-functional Team..., Change Management, Leadership, Security Clearance, Military, Government, Analysis, Strength & Conditioning, Triathlon, Training, Fitness, Fitness Training, Command, Strategy, Security, Army, Operational Planning, Military Operations, Organizational..., DoD
Education
United States Military Academy at West Point
Bachelor of Science, Engineering, International Relations, Spanish
Marc Adams Marc Adams's Wachovia Experience June 2002 - December 2007
Job Credit Risk Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Wachovia June 2002 - December 2007
Barclays Global Investors June 1993 - April 2002
Skills
Credit Risk, Credit Cards, Risk Management, SAS, Portfolio Management, Risk Analytics, Risk, Risk Analysis, SAS Programmer, Financial Analysis, Tarjetas de crédito, Gestión de Riesgos, Análisis Financiero, Programador SAS, Gestion des Risques, L'analyse des Risques, Analyse Financière, Cartes de Crédit, Analytics, Business Process..., Mortgage Lending, Financial Risk, Loans, Basel II, Finance
Education
University of California, Davis - Graduate School of Management 1997 — 1999
MBA, Finance & Economics
University of California, Davis 1989 — 1994
Bachelor of Arts (B.A.), Economics
Wells Fargo 2009 - Present
Wachovia June 2002 - December 2007
Barclays Global Investors June 1993 - April 2002
Skills
Credit Risk, Credit Cards, Risk Management, SAS, Portfolio Management, Risk Analytics, Risk, Risk Analysis, SAS Programmer, Financial Analysis, Tarjetas de crédito, Gestión de Riesgos, Análisis Financiero, Programador SAS, Gestion des Risques, L'analyse des Risques, Analyse Financière, Cartes de Crédit, Analytics, Business Process..., Mortgage Lending, Financial Risk, Loans, Basel II, Finance
Education
University of California, Davis - Graduate School of Management 1997 — 1999
MBA, Finance & Economics
University of California, Davis 1989 — 1994
Bachelor of Arts (B.A.), Economics
Cameron Jordan Cameron Jordan's Wachovia Experience 1999 - 2000
Job Senior Brand Manager / Product Marketing Manager / Communications Manager
Industry Marketing and Advertising
Experience
Marketing Consultant 2009 - Present
GMAC Insurance November 2011 - December 2012
Southern Community Bank and Trust 2002 - 2009
Wachovia Bank 2000 - 2002
Wachovia 1999 - 2000
Wachovia 1997 - 1999
AmSouth Bank 1994 - 1997
Regions Bank 1989 - 1994
Skills
Business, Brand Development, New Business Development, Strategic Planning, Business Development, Marketing Strategy, Advertising, Product Management, Leadership, Sales Management, Team Building, Marketing, Project Management, Strategy, Internal Communications, Event Management, Charitable Gift Planning, Team Leadership, Sponsorship Relations, Department Budgeting, P&L Responsibility, Competitive Analysis, Product Development, Marketing Communications, Management, Direct Mail, Sales, Public Relations, P&L Management, Social Media, Retail, Market Research, Sales Operations, Banking, Training, Program Management, Integrated Marketing, Brand Management, Marketing Management, Online Marketing, Email Marketing, Product Marketing, Social Media Marketing, Digital Marketing, Market Planning, CRM, Marketing Research, B2B, Online Advertising, Customer Insight
Education
ABA School of Bank Management and Marketing 2004 — 2006
CFMP, Bank Management and Marketing
Leadership Winston-Salem 2004 — 2005
University of Alabama
BA, Communications & Marketing
Marketing Consultant 2009 - Present
GMAC Insurance November 2011 - December 2012
Southern Community Bank and Trust 2002 - 2009
Wachovia Bank 2000 - 2002
Wachovia 1999 - 2000
Wachovia 1997 - 1999
AmSouth Bank 1994 - 1997
Regions Bank 1989 - 1994
Skills
Business, Brand Development, New Business Development, Strategic Planning, Business Development, Marketing Strategy, Advertising, Product Management, Leadership, Sales Management, Team Building, Marketing, Project Management, Strategy, Internal Communications, Event Management, Charitable Gift Planning, Team Leadership, Sponsorship Relations, Department Budgeting, P&L Responsibility, Competitive Analysis, Product Development, Marketing Communications, Management, Direct Mail, Sales, Public Relations, P&L Management, Social Media, Retail, Market Research, Sales Operations, Banking, Training, Program Management, Integrated Marketing, Brand Management, Marketing Management, Online Marketing, Email Marketing, Product Marketing, Social Media Marketing, Digital Marketing, Market Planning, CRM, Marketing Research, B2B, Online Advertising, Customer Insight
Education
ABA School of Bank Management and Marketing 2004 — 2006
CFMP, Bank Management and Marketing
Leadership Winston-Salem 2004 — 2005
University of Alabama
BA, Communications & Marketing
Brad Steele Brad Steele's Wachovia Experience May 2006 - 2008
Job Mortgage Loan Officer NMLSR ID 681646
Industry Banking
Experience
Private Mortgage Advisors January 2011 - Present
Private Mortgage Advisors, LLC (NMLS# 460151) January 2011 - Present
Wells Fargo Home Mortgage 2008 - 2011
Wachovia May 2006 - 2008
Wachovia 2006 - 2008
AmeriPride Services February 2003 - April 2006
Skills
Leadership, Management, Sales, Marketing, Team Building, Cross-functional Team..., Customer Service, Business Analysis, Cold Calling, Mortgage Banking, General Awesomeness, Mortgage Lending, Sales Management, Wine, Loan Origination, Credit, Loans, Team Leadership, Salesforce.com, FHA, Banking, Selling, Real Estate Transactions, Business Development, PowerPoint, Investment Properties, Negotiation, Real Estate
Education
University of California, Berkeley 1996 — 2000
Private Mortgage Advisors January 2011 - Present
Private Mortgage Advisors, LLC (NMLS# 460151) January 2011 - Present
Wells Fargo Home Mortgage 2008 - 2011
Wachovia May 2006 - 2008
Wachovia 2006 - 2008
AmeriPride Services February 2003 - April 2006
Skills
Leadership, Management, Sales, Marketing, Team Building, Cross-functional Team..., Customer Service, Business Analysis, Cold Calling, Mortgage Banking, General Awesomeness, Mortgage Lending, Sales Management, Wine, Loan Origination, Credit, Loans, Team Leadership, Salesforce.com, FHA, Banking, Selling, Real Estate Transactions, Business Development, PowerPoint, Investment Properties, Negotiation, Real Estate
Education
University of California, Berkeley 1996 — 2000
Lana Heath de Martinez's Wachovia Experience 2007 - 2008
Job Benefits Specialist at Mondial Assistance
Industry Retail
Experience
Mary Kay Inc. February 2008 - Present
Mondial Assistance January 2011 - September 2011
Starbucks Coffee Company September 2008 - February 2011
Wachovia 2007 - 2008
Chautauqua Airlines 2006 - 2007
Trans States Airliens 2006 - 2007
Skills
Multi-Lingual, Communication, Connecting, Leadership, Training, CRM, Program Management, Customer Service, English, Selling, Editing, Employee Benefits, Event Planning, Social Networking, Social Media
Education
Union Presbyterian Seminary 2011 — 2014
M. Div., Social Justice Ministry
Strayer University-Maryland 2008 — 2010
Bachelor of Science, International Business - Marketing and Management
Mary Kay Inc. February 2008 - Present
Mondial Assistance January 2011 - September 2011
Starbucks Coffee Company September 2008 - February 2011
Wachovia 2007 - 2008
Chautauqua Airlines 2006 - 2007
Trans States Airliens 2006 - 2007
Skills
Multi-Lingual, Communication, Connecting, Leadership, Training, CRM, Program Management, Customer Service, English, Selling, Editing, Employee Benefits, Event Planning, Social Networking, Social Media
Education
Union Presbyterian Seminary 2011 — 2014
M. Div., Social Justice Ministry
Strayer University-Maryland 2008 — 2010
Bachelor of Science, International Business - Marketing and Management
Anthony Pratt Anthony Pratt's Wachovia Experience December 2006 - December 2007
Job Network Engineer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2006 - Present
Wachovia December 2006 - December 2007
Aon Re May 1994 - July 2006
Skills
Integration, Vendor Management, ITIL, Leadership, Program Management, SDLC, Disaster Recovery, PMP, Project Management, Analysis, Infrastructure, Networking, Consulting
Education
University of California, Berkeley
Virginia Polytechnic Institute and State University
Wells Fargo December 2006 - Present
Wachovia December 2006 - December 2007
Aon Re May 1994 - July 2006
Skills
Integration, Vendor Management, ITIL, Leadership, Program Management, SDLC, Disaster Recovery, PMP, Project Management, Analysis, Infrastructure, Networking, Consulting
Education
University of California, Berkeley
Virginia Polytechnic Institute and State University
Royonna Smith Royonna Smith's Wachovia Experience August 2007 - March 2008
Job Customer Service Coordinator at Capital One
Industry Banking
Experience
Capital One December 2013 - Present
Outback Steakhouse May 2012 - September 2012
Delia's Mediterranean Pizza and Grill October 2011 - February 2012
Cafe Deluxe January 2011 - October 2011
M&T Bank March 2008 - January 2011
Wachovia August 2007 - March 2008
NASA Goddard Space Flight Center August 2004 - August 2005
Skills
Microsoft Office, Microsoft Word, Business Meetings, Meeting Planning, Event Planning, Customer Service, Customer Satisfaction, Customer Oriented, Sales, Group Work, Time & Attendance, Close Attention to..., Calendaring, Answering Telephones, PowerPoint, Presentations, Organizational..., Switchboard, Travel Arrangements, 60 WPM, Microsoft Excel, Telephone Skills
Education
University of Phoenix 2015 — 2016
Accounting and Finance
Strayer University (DC) 2009 — 2016
Accounting
Tuskegee University 2004 — 2007
Accounting
Capital One December 2013 - Present
Outback Steakhouse May 2012 - September 2012
Delia's Mediterranean Pizza and Grill October 2011 - February 2012
Cafe Deluxe January 2011 - October 2011
M&T Bank March 2008 - January 2011
Wachovia August 2007 - March 2008
NASA Goddard Space Flight Center August 2004 - August 2005
Skills
Microsoft Office, Microsoft Word, Business Meetings, Meeting Planning, Event Planning, Customer Service, Customer Satisfaction, Customer Oriented, Sales, Group Work, Time & Attendance, Close Attention to..., Calendaring, Answering Telephones, PowerPoint, Presentations, Organizational..., Switchboard, Travel Arrangements, 60 WPM, Microsoft Excel, Telephone Skills
Education
University of Phoenix 2015 — 2016
Accounting and Finance
Strayer University (DC) 2009 — 2016
Accounting
Tuskegee University 2004 — 2007
Accounting
Velazco Halstead, Mergil Velazco Halstead, Mergil's Wachovia Experience April 2007 - October 2008
Job Campaign Management Senior Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2008 - Present
Wachovia April 2007 - October 2008
Wachovia August 2005 - March 2007
Innoseal Systems, Inc. February 2005 - August 2005
Sulca de Venezuela August 2001 - September 2004
Skills
Strategy, Segmentation, Analytics, Management, Project Management, SQL, Product Management, Analysis, Business Strategy, Business Analysis, Data Analysis, Marketing, Banking, Leadership, Business Intelligence, SAS, Data Mining, Database Marketing, Training
Education
Universidad Simón Bolívar 1996 — 2001
B.S in Production Engineer
Wells Fargo October 2008 - Present
Wachovia April 2007 - October 2008
Wachovia August 2005 - March 2007
Innoseal Systems, Inc. February 2005 - August 2005
Sulca de Venezuela August 2001 - September 2004
Skills
Strategy, Segmentation, Analytics, Management, Project Management, SQL, Product Management, Analysis, Business Strategy, Business Analysis, Data Analysis, Marketing, Banking, Leadership, Business Intelligence, SAS, Data Mining, Database Marketing, Training
Education
Universidad Simón Bolívar 1996 — 2001
B.S in Production Engineer
Kyle Madan's Wachovia Experience 2005 - 2006
Job Chief Financial & Operating Officer at Bryn Neil International
Industry Computer Software
Experience
Bryn Neil International 2015 - Present
InsideSales.com 2015 - 2015
Moelis & Company 2010 - 2014
UBS Investment Bank 2006 - 2010
Wachovia 2005 - 2006
Cisco 2000 - 2003
Skills
Valuation, Financial Modeling, Mergers, Private Equity, Corporate Finance, Capital Markets, Entrepreneurship, Financial Structuring, Mergers & Acquisitions, Corporate Development, Venture Capital, Leveraged Finance, Emerging Markets, Fixed Income, Due Diligence, M&A experience, Hedge Funds, Equities, Investment Banking, Asset Management, Structured Finance, Business Valuation, Investments, Bloomberg
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance, Distinction
University of California, Los Angeles 1996 — 2000
BS, Computer Science and Electrical Engineering
Bryn Neil International 2015 - Present
InsideSales.com 2015 - 2015
Moelis & Company 2010 - 2014
UBS Investment Bank 2006 - 2010
Wachovia 2005 - 2006
Cisco 2000 - 2003
Skills
Valuation, Financial Modeling, Mergers, Private Equity, Corporate Finance, Capital Markets, Entrepreneurship, Financial Structuring, Mergers & Acquisitions, Corporate Development, Venture Capital, Leveraged Finance, Emerging Markets, Fixed Income, Due Diligence, M&A experience, Hedge Funds, Equities, Investment Banking, Asset Management, Structured Finance, Business Valuation, Investments, Bloomberg
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance, Distinction
University of California, Los Angeles 1996 — 2000
BS, Computer Science and Electrical Engineering
Ronnie Woodson Ronnie Woodson's Wachovia Experience April 2000 - December 2004
Job
Industry Marketing and Advertising
Experience
Datamark August 2010 - Present
Stamats May 2008 - February 2009
Sallie Mae December 2004 - December 2008
Sallie Mae 2004 - 2008
Wachovia April 2000 - December 2004
First Union June 1997 - April 2000
Skills
Salesforce.com, Sales, Marketing, Product Development, Marketing Strategy, Lead Generation, Direct Marketing, Integrated Marketing, Strategic Planning, Public Speaking, Online Marketing, Strategic Partnerships, Account Management, Email Marketing, Online Advertising
Education
University of California, Davis
University of Southern California
Datamark August 2010 - Present
Stamats May 2008 - February 2009
Sallie Mae December 2004 - December 2008
Sallie Mae 2004 - 2008
Wachovia April 2000 - December 2004
First Union June 1997 - April 2000
Skills
Salesforce.com, Sales, Marketing, Product Development, Marketing Strategy, Lead Generation, Direct Marketing, Integrated Marketing, Strategic Planning, Public Speaking, Online Marketing, Strategic Partnerships, Account Management, Email Marketing, Online Advertising
Education
University of California, Davis
University of Southern California
Brian Connor Brian Connor's Wachovia Experience May 2005 - January 2008
Job
Industry Management Consulting
Experience
Bronto Consulting August 2010 - Present
NouvEON Technology Partners May 2008 - August 2010
Wachovia May 2005 - January 2008
Bank of America February 2003 - April 2005
DST Innovis November 2000 - December 2002
KPMG (now BearingPoint) May 1997 - October 2000
Deloitte & Touche April 1996 - May 1997
Andersen Consulting (now Accenture) February 1992 - April 1996
Skills
Business Strategy, Program Management, Process Improvement, Six Sigma, Nuclear, Technology Leadership, Change Management, Engagement, Strategic Planning, Management Consulting, Business Process..., Business Transformation, Business Management, Operational Excellence, Change, Strategy Development, Mergers, Product Development, Organizational Design, Outsourcing, Negotiation, Risk Management, Stakeholder Management, Organizational..., Team Leadership, Planning, IT Strategy, Cross-functional Team..., Team Building, PMO, Product Management, Coaching, Performance Management, Supply Chain Management, Quality Management, Continuous Improvement, PMP, Vendor Management, Project Planning, Strategy, Governance, Integration, Leadership, Management, Mergers
Education
University of North Carolina at Chapel Hill 1987 — 1991
BS, Business
Universidad de Belgrano 1991 — 1991
Universidad Nacional Autónoma de México 1990 — 1990
Bronto Consulting August 2010 - Present
NouvEON Technology Partners May 2008 - August 2010
Wachovia May 2005 - January 2008
Bank of America February 2003 - April 2005
DST Innovis November 2000 - December 2002
KPMG (now BearingPoint) May 1997 - October 2000
Deloitte & Touche April 1996 - May 1997
Andersen Consulting (now Accenture) February 1992 - April 1996
Skills
Business Strategy, Program Management, Process Improvement, Six Sigma, Nuclear, Technology Leadership, Change Management, Engagement, Strategic Planning, Management Consulting, Business Process..., Business Transformation, Business Management, Operational Excellence, Change, Strategy Development, Mergers, Product Development, Organizational Design, Outsourcing, Negotiation, Risk Management, Stakeholder Management, Organizational..., Team Leadership, Planning, IT Strategy, Cross-functional Team..., Team Building, PMO, Product Management, Coaching, Performance Management, Supply Chain Management, Quality Management, Continuous Improvement, PMP, Vendor Management, Project Planning, Strategy, Governance, Integration, Leadership, Management, Mergers
Education
University of North Carolina at Chapel Hill 1987 — 1991
BS, Business
Universidad de Belgrano 1991 — 1991
Universidad Nacional Autónoma de México 1990 — 1990
Kirsten Madsen's Wachovia Experience August 2007 - October 2008
Job Senior Vice President, Global Servicing and Fulfillment, Treasury Services
Industry Financial Services
Experience
Bank September 2014 - Present
Bank of America April 2011 - Present
JPMorgan Chase August 2009 - April 2011
Bank of the Orient March 2009 - August 2009
Wachovia August 2007 - October 2008
World Savings (acquired by Wachovia) 2006 - 2007
World Savings 1994 - 2006
Skills
Sales Management, Business Planning, Executive Management, Loans, Banking, Credit, Financial Analysis, Investments, Strategic Planning, Risk Management, Mortgage Lending, Mortgage Banking, Asset Managment, Business Development, Relationship Management, Credit Analysis, Portfolio Management, Valuation, Underwriting, Commercial Banking, Retail Banking, Operational Risk, Core Banking
Education
University of California, Berkeley 1990 — 1994
BA, English with an emphasis on writing and critical thinking
San Ramon Valley High School 1986 — 1990
Bank September 2014 - Present
Bank of America April 2011 - Present
JPMorgan Chase August 2009 - April 2011
Bank of the Orient March 2009 - August 2009
Wachovia August 2007 - October 2008
World Savings (acquired by Wachovia) 2006 - 2007
World Savings 1994 - 2006
Skills
Sales Management, Business Planning, Executive Management, Loans, Banking, Credit, Financial Analysis, Investments, Strategic Planning, Risk Management, Mortgage Lending, Mortgage Banking, Asset Managment, Business Development, Relationship Management, Credit Analysis, Portfolio Management, Valuation, Underwriting, Commercial Banking, Retail Banking, Operational Risk, Core Banking
Education
University of California, Berkeley 1990 — 1994
BA, English with an emphasis on writing and critical thinking
San Ramon Valley High School 1986 — 1990
Eva Templeton Eva Templeton's Wachovia Experience January 2000 - February 2006
Job BLiSS Therapeutic MASSAGE
Industry Alternative Medicine
Experience
BLiSS Therapeutic Massage February 2006 - Present
Wachovia January 2000 - February 2006
Barnes and Barrow Massage Therapy December 2004 - January 2006
Skills
Neuromuscular Therapy, Medical Massage, Reiki, Myofascial Release, Treatment, Healing, Trigger Point Therapy, Aromatherapy, Reflexology, Chair Massage, Pain Management, Swedish, Wellness, Neuromuscular, Bodywork, Stretching, Relaxation, Holistic Health, Pain, Wellbeing, Prenatal, Energy Work, Chronic Pain, Stress, Stress Management, Energy Healing, Sports Injuries, Headaches, Back Pain, Health, Pregnancy, Cupping, Sciatica, Alternative Medicine, Fibromyalgia, Kinesiology, Migraine, Neck Pain, Injury, Deep Tissue Massage, Fitness, Rehabilitation, Myofascial Release..., Therapeutic Massage, Therapists
Education
The Edmund Morgan School of Massage and Body Therapies 2003 — 2004
Massage Certification, Massage
Universidad del País Vasco/Euskal Herriko Unibertsitatea 1986 — 1991
Bachelor of Science (BS), Economics
BLiSS Therapeutic Massage February 2006 - Present
Wachovia January 2000 - February 2006
Barnes and Barrow Massage Therapy December 2004 - January 2006
Skills
Neuromuscular Therapy, Medical Massage, Reiki, Myofascial Release, Treatment, Healing, Trigger Point Therapy, Aromatherapy, Reflexology, Chair Massage, Pain Management, Swedish, Wellness, Neuromuscular, Bodywork, Stretching, Relaxation, Holistic Health, Pain, Wellbeing, Prenatal, Energy Work, Chronic Pain, Stress, Stress Management, Energy Healing, Sports Injuries, Headaches, Back Pain, Health, Pregnancy, Cupping, Sciatica, Alternative Medicine, Fibromyalgia, Kinesiology, Migraine, Neck Pain, Injury, Deep Tissue Massage, Fitness, Rehabilitation, Myofascial Release..., Therapeutic Massage, Therapists
Education
The Edmund Morgan School of Massage and Body Therapies 2003 — 2004
Massage Certification, Massage
Universidad del País Vasco/Euskal Herriko Unibertsitatea 1986 — 1991
Bachelor of Science (BS), Economics
Kathryn Buergert, CFA Kathryn Buergert, CFA's Wachovia Experience September 2004 - December 2007
Job Analyst
Industry Renewables & Environment
Experience
Swift Tram 2011 - 2012
Wachovia September 2004 - December 2007
Credit Suisse 1998 - 2001
Deutsche Bank 1996 - 1998
Cowen & Company 1993 - 1996
Westpac Bank 1988 - 1993
JPMorgan Chase 1980 - 1987
Skills
Due Diligence, Financial Modeling, Strategy, Business Planning, Valuation, Financial Analysis, Venture Capital, Equities, Portfolio Management, Corporate Finance, Private Equity, Program Management, Investments, Business Strategy, Business Development, Entrepreneurship, Mergers & Acquisitions, Mergers, Management Consulting, Process Improvement, Finance, Start-ups, Strategic Planning, Corporate Development
Education
New York University - Leonard N. Stern School of Business
MBA
University at Albany, SUNY
BS
University of Colorado at Boulder
Certificate Sustainable Energy
Swift Tram 2011 - 2012
Wachovia September 2004 - December 2007
Credit Suisse 1998 - 2001
Deutsche Bank 1996 - 1998
Cowen & Company 1993 - 1996
Westpac Bank 1988 - 1993
JPMorgan Chase 1980 - 1987
Skills
Due Diligence, Financial Modeling, Strategy, Business Planning, Valuation, Financial Analysis, Venture Capital, Equities, Portfolio Management, Corporate Finance, Private Equity, Program Management, Investments, Business Strategy, Business Development, Entrepreneurship, Mergers & Acquisitions, Mergers, Management Consulting, Process Improvement, Finance, Start-ups, Strategic Planning, Corporate Development
Education
New York University - Leonard N. Stern School of Business
MBA
University at Albany, SUNY
BS
University of Colorado at Boulder
Certificate Sustainable Energy
Rory Tully Rory Tully's Wachovia Experience November 2007 - May 2010
Job at
Industry Civic & Social Organization
Experience
Professional Fire Fighter for Scarsdale Fire Dept. September 2014 - Present
PNC Mortgage October 2013 - Present
J.P. Morgan Chase Bank June 2010 - September 2013
Wachovia November 2007 - May 2010
Countrywide Home Loans September 2005 - November 2007
Skills
Mortgage Lending
Education
State University of New York at Albany 1999 — 2003
B.S., Economics
Professional Fire Fighter for Scarsdale Fire Dept. September 2014 - Present
PNC Mortgage October 2013 - Present
J.P. Morgan Chase Bank June 2010 - September 2013
Wachovia November 2007 - May 2010
Countrywide Home Loans September 2005 - November 2007
Skills
Mortgage Lending
Education
State University of New York at Albany 1999 — 2003
B.S., Economics
Genice Tan Genice Tan's Wachovia Experience 2005 - 2009
Job VP of Customer Success at Sellpoints, Inc.
Industry Marketing and Advertising
Experience
Sellpoints, Inc. July 2014 - Present
Sellpoints, Inc. April 2013 - Present
SellPoint, Inc. 2010 - March 2013
Wachovia 2005 - 2009
Streamline Funding 2001 - 2005
Arthur Andersen LLP 1996 - 2001
Skills
Account Management, Rich Media, Digital Marketing, Lead Generation, SaaS, Online Advertising, Email Marketing, Business Development, Sales Management, Sales, Strategic Partnerships, Online Marketing, E-commerce, Integrated Marketing, Product Marketing, Management, Marketing Strategy
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics
Northgate High School
Sellpoints, Inc. July 2014 - Present
Sellpoints, Inc. April 2013 - Present
SellPoint, Inc. 2010 - March 2013
Wachovia 2005 - 2009
Streamline Funding 2001 - 2005
Arthur Andersen LLP 1996 - 2001
Skills
Account Management, Rich Media, Digital Marketing, Lead Generation, SaaS, Online Advertising, Email Marketing, Business Development, Sales Management, Sales, Strategic Partnerships, Online Marketing, E-commerce, Integrated Marketing, Product Marketing, Management, Marketing Strategy
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics
Northgate High School
Harry Wilson Harry Wilson's Wachovia Experience October 1993 - August 2006
Job Specialist at Apple
Industry Apparel & Fashion
Experience
Apple December 2014 - Present
Cook Associates September 2011 - July 2013
Freddie Mac September 2006 - February 2011
Wachovia October 1993 - August 2006
Ernst & Young 1977 - 1985
Skills
Executive Search, Executive Coaching, Executive Compensation, Leadership Assessment, Talent Acquisition, Succession Planning, Leadership Development, Recruiting, Search, Risk Management, Financial Services, Management Consulting, Executive Pay, Talent Management, Strategy, Applicant Tracking..., Hiring, Management, Technical Recruiting, Finance, Executive Management
Education
University of Baltimore 1976 — 1977
BS
Apple December 2014 - Present
Cook Associates September 2011 - July 2013
Freddie Mac September 2006 - February 2011
Wachovia October 1993 - August 2006
Ernst & Young 1977 - 1985
Skills
Executive Search, Executive Coaching, Executive Compensation, Leadership Assessment, Talent Acquisition, Succession Planning, Leadership Development, Recruiting, Search, Risk Management, Financial Services, Management Consulting, Executive Pay, Talent Management, Strategy, Applicant Tracking..., Hiring, Management, Technical Recruiting, Finance, Executive Management
Education
University of Baltimore 1976 — 1977
BS
Janene (Bleir) Ashworth, PMP's Wachovia Experience September 2005 - November 2009
Job Director of IT PMO at Ruan Transportation Management Systems
Industry Information Technology and Services
Experience
Ruan Transportation December 2013 - Present
Wells Fargo Home Mortgage November 2011 - September 2013
Wells Fargo Home Mortgage November 2009 - November 2011
Wachovia September 2005 - November 2009
World Savings January 2002 - September 2005
World Savings April 2001 - January 2002
Skills
Process Improvement, Program Management, PMP, Business Process..., Cross-functional Team..., Project Management, PMO, Leadership, Business Process, Business Intelligence, MS Project, Analysis, Management, SDLC, Visio, Business Analysis, Disaster Recovery, Microsoft Project, Vendor Management, Requirements Analysis, SharePoint, Information Technology, Integration, Requirements Gathering
Education
State University of New York at Albany 1995 — 1999
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services, 3.8
Ruan Transportation December 2013 - Present
Wells Fargo Home Mortgage November 2011 - September 2013
Wells Fargo Home Mortgage November 2009 - November 2011
Wachovia September 2005 - November 2009
World Savings January 2002 - September 2005
World Savings April 2001 - January 2002
Skills
Process Improvement, Program Management, PMP, Business Process..., Cross-functional Team..., Project Management, PMO, Leadership, Business Process, Business Intelligence, MS Project, Analysis, Management, SDLC, Visio, Business Analysis, Disaster Recovery, Microsoft Project, Vendor Management, Requirements Analysis, SharePoint, Information Technology, Integration, Requirements Gathering
Education
State University of New York at Albany 1995 — 1999
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services, 3.8
Amanda (Martz) Vandegrift Amanda (Martz) Vandegrift's Wachovia Experience June 2008 - September 2008
Job Senior Compliance Auditor, Regions
Industry Banking
Experience
Regions Financial Corporation August 2012 - Present
Rumpshaker, Inc. September 2008 - Present
Carr, Riggs & Ingram, LLC September 2010 - August 2012
Culotta, Scroggins, Hendricks and Gillespie, P.C. January 2010 - April 2010
Regions Bank September 2008 - January 2009
Wachovia June 2008 - September 2008
Compass Bank January 2006 - January 2008
AmSouth Bank May 2000 - January 2006
Equiprime Mortgage January 1997 - January 2000
Skills
Turbo Tax, Accounting, Auditing, Financial Accounting, Financial Reporting, QuickBooks, Financial Statements, Financial Analysis, Internal Controls, GAAP, Banking, Budgets, Cash Flow, Certified Fraud Examiner, Forensic Accounting, Fraud, Internal Audit, Loans, Management, Sarbanes-Oxley Act, External Audit
Education
University of Alabama at Birmingham 2010 — 2011
Master of Business Administration, Accounting
University of Alabama at Birmingham 2006 — 2009
Bachelor of Science, Accounting
Regions Financial Corporation August 2012 - Present
Rumpshaker, Inc. September 2008 - Present
Carr, Riggs & Ingram, LLC September 2010 - August 2012
Culotta, Scroggins, Hendricks and Gillespie, P.C. January 2010 - April 2010
Regions Bank September 2008 - January 2009
Wachovia June 2008 - September 2008
Compass Bank January 2006 - January 2008
AmSouth Bank May 2000 - January 2006
Equiprime Mortgage January 1997 - January 2000
Skills
Turbo Tax, Accounting, Auditing, Financial Accounting, Financial Reporting, QuickBooks, Financial Statements, Financial Analysis, Internal Controls, GAAP, Banking, Budgets, Cash Flow, Certified Fraud Examiner, Forensic Accounting, Fraud, Internal Audit, Loans, Management, Sarbanes-Oxley Act, External Audit
Education
University of Alabama at Birmingham 2010 — 2011
Master of Business Administration, Accounting
University of Alabama at Birmingham 2006 — 2009
Bachelor of Science, Accounting
Angela Drye Angela Drye's Wachovia Experience September 2008 - April 2009
Job Aspiring Registered Dietitian, Food and Nutrition Major
Industry Health, Wellness and Fitness
Experience
First Baptist Church September 2014 - Present
1st Mariner Mortgage May 2012 - September 2014
Wells Fargo Home Mortgage April 2009 - May 2012
Wachovia September 2008 - April 2009
Wachovia January 2008 - August 2008
Wachovia March 2007 - September 2007
Marine Federal Credit Union November 2000 - March 2007
Skills
Time Management, Team Building, Child Nutrition, Working With Children
Education
University of Alabama 2014 — 2016
University of Alabama 2014 — 2016
Bachelor of Science in Human Environmental Sciences, Food and Nutrition
First Baptist Church September 2014 - Present
1st Mariner Mortgage May 2012 - September 2014
Wells Fargo Home Mortgage April 2009 - May 2012
Wachovia September 2008 - April 2009
Wachovia January 2008 - August 2008
Wachovia March 2007 - September 2007
Marine Federal Credit Union November 2000 - March 2007
Skills
Time Management, Team Building, Child Nutrition, Working With Children
Education
University of Alabama 2014 — 2016
University of Alabama 2014 — 2016
Bachelor of Science in Human Environmental Sciences, Food and Nutrition
Tessa Egan Tessa Egan's Wachovia Experience November 2006 - October 2008
Job Academic Scheduling Assistant at UC Davis
Industry Higher Education
Experience
UC Davis October 2013 - Present
Autism Spectrum Therapies November 2008 - September 2013
Wachovia November 2006 - October 2008
Secured Funding 2005 - 2006
Skills
Customer Service, Microsoft Office, Scheduling, FrameMaker, NPAWorks, Office Administration, Organizational..., Interpersonal..., Community Outreach, Educational Outreach, Presentation Skills, Presentation Development, Employee Training, Peer Mentoring, Interviewing Skills
Education
University of California, Davis 2013 — 2015
Bachelor’s Degree, Psychology (Major), Education (Minor), Human Development (Minor)
UC Davis October 2013 - Present
Autism Spectrum Therapies November 2008 - September 2013
Wachovia November 2006 - October 2008
Secured Funding 2005 - 2006
Skills
Customer Service, Microsoft Office, Scheduling, FrameMaker, NPAWorks, Office Administration, Organizational..., Interpersonal..., Community Outreach, Educational Outreach, Presentation Skills, Presentation Development, Employee Training, Peer Mentoring, Interviewing Skills
Education
University of California, Davis 2013 — 2015
Bachelor’s Degree, Psychology (Major), Education (Minor), Human Development (Minor)
Hugh Campbell Hugh Campbell's Wachovia Experience 1999 - 2002
Job Senior Vice President at Cascadia Capital
Industry Investment Banking
Experience
Cascadia Capital July 2008 - Present
evo.com May 2014 - Present
Summer Search September 2013 - Present
IB Partners September 2006 - March 2008
Syngenta June 2005 - August 2005
Peace Corps 2002 - 2004
Wachovia 1999 - 2002
Acentron 1997 - 1998
Skills
Mergers, Private Placements, Private Equity, Valuation, Corporate Finance, Financial Modeling, Investment Banking, Emerging Markets, Financial Analysis, Due Diligence, Corporate Development, Investment Management, Mergers & Acquisitions, Strategy, Restructuring, Investments, Equities, Start-ups, Finance, Business Development, Ellipsometry
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, International Business
University of California, Santa Barbara 1992 — 1996
BA, Economics
The Lawrenceville School 1988 — 1992
High School, High School/Secondary Diploma Programs
Cascadia Capital July 2008 - Present
evo.com May 2014 - Present
Summer Search September 2013 - Present
IB Partners September 2006 - March 2008
Syngenta June 2005 - August 2005
Peace Corps 2002 - 2004
Wachovia 1999 - 2002
Acentron 1997 - 1998
Skills
Mergers, Private Placements, Private Equity, Valuation, Corporate Finance, Financial Modeling, Investment Banking, Emerging Markets, Financial Analysis, Due Diligence, Corporate Development, Investment Management, Mergers & Acquisitions, Strategy, Restructuring, Investments, Equities, Start-ups, Finance, Business Development, Ellipsometry
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, International Business
University of California, Santa Barbara 1992 — 1996
BA, Economics
The Lawrenceville School 1988 — 1992
High School, High School/Secondary Diploma Programs
Elia Cardoso Elia Cardoso's Wachovia Experience February 2006 - July 2008
Job Business Analyst at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
Citi December 2011 - Present
Citi June 2008 - December 2011
Wachovia February 2006 - July 2008
Bancahsa (HSBC) February 1996 - June 2002
Skills
AML, Team Building, Analysis, Quality Assurance, Project Management, Business Analysis, Investigation, Information System, Database Tools, Unix, Business Objects, Data Quality, Due Diligent, KYC, Bank Secrecy Act, Business rules, Data Stewardship, SQL, Reporting, Risk Management, Process Improvement, Business Process
Education
Universidad Nacional Autónoma de Honduras 1991 — 1996
Business Administration and Management, General
Citi January 2015 - Present
Citi December 2011 - Present
Citi June 2008 - December 2011
Wachovia February 2006 - July 2008
Bancahsa (HSBC) February 1996 - June 2002
Skills
AML, Team Building, Analysis, Quality Assurance, Project Management, Business Analysis, Investigation, Information System, Database Tools, Unix, Business Objects, Data Quality, Due Diligent, KYC, Bank Secrecy Act, Business rules, Data Stewardship, SQL, Reporting, Risk Management, Process Improvement, Business Process
Education
Universidad Nacional Autónoma de Honduras 1991 — 1996
Business Administration and Management, General
Jonathan Lynas Jonathan Lynas's Wachovia Experience 2005 - 2008
Job Lead Trainer at Help with Houses
Industry Real Estate
Experience
Help with Houses October 2012 - Present
Wells Fargo Home Mortgage November 2011 - November 2012
The Notafraid II Travel Company November 2007 - January 2010
The Notafraid II Travel Company November 2007 - January 2010
World Savings September 2005 - March 2008
Wachovia Bank 2006 - 2008
World Savings / Wachovia Mortgage 2005 - 2008
Wachovia 2005 - 2008
Fund for Public Interest Research 2000 - 2001
Skills
Non-profits, Spanish, Mortgage Lending, Real Estate, Credit, Loans, Banking, Refinance, Coaching, Financial Services, Mortgage Banking, Training, Leadership, Team Building, Nonprofits, Short Sales, Loan Origination, Loss Mitigation, Loan Modifications, Investments, Finance, Short Films, Deed in Lieu, Business Development, Bankruptcy, Listing Homes, Residential Mortgages, Small Business, Marketing, Sales, Foreclosures, Investment Properties, Property, Real Estate Financing
Education
University of California, Davis 1995 — 2000
B.A., Economic Development, German, International Politics
Help with Houses October 2012 - Present
Wells Fargo Home Mortgage November 2011 - November 2012
The Notafraid II Travel Company November 2007 - January 2010
The Notafraid II Travel Company November 2007 - January 2010
World Savings September 2005 - March 2008
Wachovia Bank 2006 - 2008
World Savings / Wachovia Mortgage 2005 - 2008
Wachovia 2005 - 2008
Fund for Public Interest Research 2000 - 2001
Skills
Non-profits, Spanish, Mortgage Lending, Real Estate, Credit, Loans, Banking, Refinance, Coaching, Financial Services, Mortgage Banking, Training, Leadership, Team Building, Nonprofits, Short Sales, Loan Origination, Loss Mitigation, Loan Modifications, Investments, Finance, Short Films, Deed in Lieu, Business Development, Bankruptcy, Listing Homes, Residential Mortgages, Small Business, Marketing, Sales, Foreclosures, Investment Properties, Property, Real Estate Financing
Education
University of California, Davis 1995 — 2000
B.A., Economic Development, German, International Politics
Glenn DeGeorge Glenn DeGeorge's Wachovia Experience July 2002 - July 2007
Job Marketing Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2010 - Present
Wells Fargo July 2007 - June 2010
Wachovia July 2002 - July 2007
Wachovia 2002 - 2003
Wachovia Securities 2000 - 2002
Impressions Business Resources LTD January 1991 - December 1999
Skills
Strategy, CRM, E-commerce, Management, Leadership, Integrated Marketing, Enterprise Software, Mobile Devices, Project Management, Marketing, Strategic Planning, Risk Management, Corporate Communications, Social Networking, Team Management, Social Media, SEM, Content Management, Content Strategy, Webinars, Web 2.0, Lead Generation, Analytics, SDLC, Accessibility, Financial Services, Blogging, Wikis, Employee Engagement
Education
University of North Carolina at Charlotte 2002 — 2004
Computer Science
University at Buffalo 1989 — 1994
BA, Economics and Finance
Wells Fargo June 2010 - Present
Wells Fargo July 2007 - June 2010
Wachovia July 2002 - July 2007
Wachovia 2002 - 2003
Wachovia Securities 2000 - 2002
Impressions Business Resources LTD January 1991 - December 1999
Skills
Strategy, CRM, E-commerce, Management, Leadership, Integrated Marketing, Enterprise Software, Mobile Devices, Project Management, Marketing, Strategic Planning, Risk Management, Corporate Communications, Social Networking, Team Management, Social Media, SEM, Content Management, Content Strategy, Webinars, Web 2.0, Lead Generation, Analytics, SDLC, Accessibility, Financial Services, Blogging, Wikis, Employee Engagement
Education
University of North Carolina at Charlotte 2002 — 2004
Computer Science
University at Buffalo 1989 — 1994
BA, Economics and Finance
Lauren McClave's Wachovia Experience July 2006 - September 2008
Job Independent Contractor
Industry Events Services
Experience
Wells Fargo February 2012 - March 2015
Wachovia, A Wells Fargo Company September 2008 - August 2009
Wachovia July 2006 - September 2008
Wachovia June 2004 - January 2007
CORPORATE & INVESTMENT BANKING RECRUITING June 2004 - July 2006
Wachovia July 2003 - June 2004
National Broadcasting Company January 2002 - March 2002
Skills
Customer Service, Event Management, Event Planning, Management, Marketing, Sales, Marketing Strategy, Public Relations
Education
University of North Carolina at Charlotte
University of Alabama
B.A, Communication and Information Sciences, Public Relations
Wells Fargo February 2012 - March 2015
Wachovia, A Wells Fargo Company September 2008 - August 2009
Wachovia July 2006 - September 2008
Wachovia June 2004 - January 2007
CORPORATE & INVESTMENT BANKING RECRUITING June 2004 - July 2006
Wachovia July 2003 - June 2004
National Broadcasting Company January 2002 - March 2002
Skills
Customer Service, Event Management, Event Planning, Management, Marketing, Sales, Marketing Strategy, Public Relations
Education
University of North Carolina at Charlotte
University of Alabama
B.A, Communication and Information Sciences, Public Relations
Thomas Rees Thomas Rees's Wachovia Experience August 1993 - May 2005
Job Founder of SoberLivingSearch.com
Industry Individual & Family Services
Experience
Sober Living Halfway House Search , owned by Rees Networks LLC March 2009 - Present
Rees Networks LLC March 2009 - Present
Roberts Rees Homes, LLC. March 2007 - March 2009
Wachovia August 1993 - May 2005
PaineWebber, Inc August 1997 - September 2001
Rees Financial Services 1989 - 1993
Benton &Bowles, Foote Cohn &Belding - Corporate Advertising Industry September 1982 - December 1986
Skills
Online Marketing, Online Advertising, SEO
Education
University of California, Los Angeles 1980 — 1982
BA, English
Semester at Sea 1980 — 1980
Travel, The World
University of Vermont 1978 — 1980
BA, Business
The Hotchkiss School 1973 — 1977
High School Diploma, English
Sober Living Halfway House Search , owned by Rees Networks LLC March 2009 - Present
Rees Networks LLC March 2009 - Present
Roberts Rees Homes, LLC. March 2007 - March 2009
Wachovia August 1993 - May 2005
PaineWebber, Inc August 1997 - September 2001
Rees Financial Services 1989 - 1993
Benton &Bowles, Foote Cohn &Belding - Corporate Advertising Industry September 1982 - December 1986
Skills
Online Marketing, Online Advertising, SEO
Education
University of California, Los Angeles 1980 — 1982
BA, English
Semester at Sea 1980 — 1980
Travel, The World
University of Vermont 1978 — 1980
BA, Business
The Hotchkiss School 1973 — 1977
High School Diploma, English
Ginger Watkins Ginger Watkins's Wachovia Experience February 2005 - August 2009
Job Lead Business Analyst at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank January 2010 - Present
Wells Fargo August 2009 - January 2010
Wachovia February 2005 - August 2009
SouthTrust June 1996 - February 2005
Skills
Analysis, Business Analysis, Business Requirements, Leadership, Loans, Mortgage Lending, Process Improvement, Project Planning, Requirements Gathering, Residential Mortgages, Testing, User Acceptance Testing, Banking, SDLC
Education
University of Alabama at Birmingham
Industrial Distribution
University of South Alabama
Core Curriculum
Fifth Third Bank January 2010 - Present
Wells Fargo August 2009 - January 2010
Wachovia February 2005 - August 2009
SouthTrust June 1996 - February 2005
Skills
Analysis, Business Analysis, Business Requirements, Leadership, Loans, Mortgage Lending, Process Improvement, Project Planning, Requirements Gathering, Residential Mortgages, Testing, User Acceptance Testing, Banking, SDLC
Education
University of Alabama at Birmingham
Industrial Distribution
University of South Alabama
Core Curriculum
Randall Myres, CMT Randall Myres, CMT's Wachovia Experience June 1999 - March 2009
Job Experienced Mortgage Technology Professional
Industry Financial Services
Experience
Bexil American Mortgage Inc. October 2011 - Present
Bexil American Mortgage Inc. 2011 - 2011
Wachovia June 1999 - March 2009
Wachovia (Vertice) 1999 - March 2009
Skills
Loans, Financial Services, Mortgage Banking, Mortgage Lending, Process Improvement, Risk Management, Banking, Financial Analysis, Credit, Software Development, SDLC, Portfolio Management, Team Building, Loan Origination, Executive Management, Credit Analysis, Finance, Leadership, Residential Mortgages
Education
University of California, San Diego 1977 — 1981
BS, Computer Science
Bexil American Mortgage Inc. October 2011 - Present
Bexil American Mortgage Inc. 2011 - 2011
Wachovia June 1999 - March 2009
Wachovia (Vertice) 1999 - March 2009
Skills
Loans, Financial Services, Mortgage Banking, Mortgage Lending, Process Improvement, Risk Management, Banking, Financial Analysis, Credit, Software Development, SDLC, Portfolio Management, Team Building, Loan Origination, Executive Management, Credit Analysis, Finance, Leadership, Residential Mortgages
Education
University of California, San Diego 1977 — 1981
BS, Computer Science
Mary Buckley's Wachovia Experience September 2007 - September 2008
Job
Industry Financial Services
Experience
Intuit June 2014 - Present
Intuit June 2013 - June 2014
Intuit October 2010 - June 2013
Silver Bay Advisors October 2008 - January 2010
Wachovia September 2007 - September 2008
Wachovia February 2008 - June 2008
World Savings/Wachovia January 2004 - August 2007
World Savings January 2004 - December 2004
World Savings Bank April 1998 - December 2003
World Savings Bank August 1996 - April 1998
Skills
Financial Modeling, Analytics, Valuation, Risk Management, Product Development, Banking, Credit, Financial Analysis, Financial Risk, Project Management, Business Process, Financial Services, Sarbanes-Oxley Act, Business Analysis, Segmentation, Business Strategy, Credit Risk, Strategic Financial..., Finance, Mortgage Lending, Loans, Portfolio Management, Analysis, Process Improvement, Strategic Planning, Mergers & Acquisitions, Executive Management, CRM, Management, Strategy, Program Management, Enterprise Software, Leadership
Education
University of California, Berkeley 1982 — 1987
BA
Intuit June 2014 - Present
Intuit June 2013 - June 2014
Intuit October 2010 - June 2013
Silver Bay Advisors October 2008 - January 2010
Wachovia September 2007 - September 2008
Wachovia February 2008 - June 2008
World Savings/Wachovia January 2004 - August 2007
World Savings January 2004 - December 2004
World Savings Bank April 1998 - December 2003
World Savings Bank August 1996 - April 1998
Skills
Financial Modeling, Analytics, Valuation, Risk Management, Product Development, Banking, Credit, Financial Analysis, Financial Risk, Project Management, Business Process, Financial Services, Sarbanes-Oxley Act, Business Analysis, Segmentation, Business Strategy, Credit Risk, Strategic Financial..., Finance, Mortgage Lending, Loans, Portfolio Management, Analysis, Process Improvement, Strategic Planning, Mergers & Acquisitions, Executive Management, CRM, Management, Strategy, Program Management, Enterprise Software, Leadership
Education
University of California, Berkeley 1982 — 1987
BA
Alison Brandt Guan's Wachovia Experience September 2006 - December 2008
Job Information Architect | User Experience Designer
Industry Internet
Experience
McAfee 2009 - 2009
Wachovia September 2006 - December 2008
World Savings March 2002 - September 2006
PeopleTrends Network June 2001 - December 2001
Scient January 2000 - June 2001
Bookfinder.com August 1999 - November 1999
UC Berkeley Library September 1991 - July 1999
Skills
Web Marketing
Education
University of California, Berkeley 1997 — 1999
MIMS, Information Management & Systems
University of California, Berkeley 1991 — 1993
BA, Interdisciplinary Studies
McAfee 2009 - 2009
Wachovia September 2006 - December 2008
World Savings March 2002 - September 2006
PeopleTrends Network June 2001 - December 2001
Scient January 2000 - June 2001
Bookfinder.com August 1999 - November 1999
UC Berkeley Library September 1991 - July 1999
Skills
Web Marketing
Education
University of California, Berkeley 1997 — 1999
MIMS, Information Management & Systems
University of California, Berkeley 1991 — 1993
BA, Interdisciplinary Studies
Merritt Alexander, PHR's Wachovia Experience January 2000 - January 2005
Job Manager Advice and Counsel at The Home Depot
Industry Retail
Experience
The Home Depot August 2014 - Present
The Home Depot March 2010 - August 2014
Colonial Bank March 2005 - February 2010
Wachovia January 2000 - January 2005
SouthTrust Bank, N.A. 2000 - 2005
SouthTrust Bank January 1999 - January 2000
Skills
Employee Relations, Recruiting, Policy Analysis, Performance Management, HR Policies, FMLA
Education
University of Alabama at Birmingham
Bachelor of Science, Human Resource Management
The Home Depot August 2014 - Present
The Home Depot March 2010 - August 2014
Colonial Bank March 2005 - February 2010
Wachovia January 2000 - January 2005
SouthTrust Bank, N.A. 2000 - 2005
SouthTrust Bank January 1999 - January 2000
Skills
Employee Relations, Recruiting, Policy Analysis, Performance Management, HR Policies, FMLA
Education
University of Alabama at Birmingham
Bachelor of Science, Human Resource Management
Pengyuan Yu's Wachovia Experience October 2007 - November 2009
Job Sr. Technical Consultant at Insigma US Inc.
Industry Information Technology and Services
Experience
Insigma US Inc. August 2009 - Present
Wachovia October 2007 - November 2009
Skills
C#, .NET, Microsoft SQL Server, Entity Framework, Solution Architecture, Agile Methodologies, JavaScript, Perl, Data Mining, C, VBA, Change Management, Software Engineering, Test Automation, Vendor Management, Microsoft Office, Microsoft Excel, Strategic Planning, Business Process...
Education
Virginia Polytechnic Institute and State University 2005 — 2007
Master of Science (M.S.), Computer Engineering, 3.86
University of California, San Diego 2001 — 2005
Bachelors, Electrical Engineering, 3.52
Insigma US Inc. August 2009 - Present
Wachovia October 2007 - November 2009
Skills
C#, .NET, Microsoft SQL Server, Entity Framework, Solution Architecture, Agile Methodologies, JavaScript, Perl, Data Mining, C, VBA, Change Management, Software Engineering, Test Automation, Vendor Management, Microsoft Office, Microsoft Excel, Strategic Planning, Business Process...
Education
Virginia Polytechnic Institute and State University 2005 — 2007
Master of Science (M.S.), Computer Engineering, 3.86
University of California, San Diego 2001 — 2005
Bachelors, Electrical Engineering, 3.52
Joseph Kontoff's Wachovia Experience 1999 - 2005
Job Portfolio Risk Officer at BB&T
Industry Banking
Experience
BB&T April 2005 - Present
Wachovia 1999 - 2005
Skills
Credit Analysis, Financial Analysis, Credit, Banking, Commercial Lending, Loans, Finance, Commercial Banking, Small Business Lending, Retail Banking, Investments, Underwriting, Portfolio Management, Credit Risk, Treasury Management
Education
University of Baltimore
B.S., Finance
BB&T April 2005 - Present
Wachovia 1999 - 2005
Skills
Credit Analysis, Financial Analysis, Credit, Banking, Commercial Lending, Loans, Finance, Commercial Banking, Small Business Lending, Retail Banking, Investments, Underwriting, Portfolio Management, Credit Risk, Treasury Management
Education
University of Baltimore
B.S., Finance
Odette Shepherd's Wachovia Experience IT Project CoordinatorWells Fargo2009 - Present
Job IT Coordinator at Wachovia
Industry Information Technology and Services
Experience
Wachovia IT Project CoordinatorWells Fargo2009 - Present
Education
University at Albany, SUNY 1980 — 1984
Wachovia IT Project CoordinatorWells Fargo2009 - Present
Education
University at Albany, SUNY 1980 — 1984
Bill Clerici's Wachovia Experience August 2006 - June 2011
Job Managing Partner at Devellocus
Industry Computer Software
Experience
Devellocus May 2014 - Present
Bank of America September 2012 - May 2014
Bank of America June 2011 - September 2012
Wells Fargo 2009 - February 2012
Wachovia August 2006 - June 2011
Wachovia May 2002 - August 2006
CDI October 2000 - May 2002
Unisys May 2000 - October 2000
Skills
ASP.NET, Scrum, SDLC, Integration, Spring, Agile Project Management, SOA, .NET, Agile Methodologies, Microsoft SQL Server
Education
University of North Carolina at Charlotte 1998 — 2000
BS, Computer Science
University at Buffalo 1989 — 1994
BA, Geology
Devellocus May 2014 - Present
Bank of America September 2012 - May 2014
Bank of America June 2011 - September 2012
Wells Fargo 2009 - February 2012
Wachovia August 2006 - June 2011
Wachovia May 2002 - August 2006
CDI October 2000 - May 2002
Unisys May 2000 - October 2000
Skills
ASP.NET, Scrum, SDLC, Integration, Spring, Agile Project Management, SOA, .NET, Agile Methodologies, Microsoft SQL Server
Education
University of North Carolina at Charlotte 1998 — 2000
BS, Computer Science
University at Buffalo 1989 — 1994
BA, Geology
Tiaja Jacks's Wachovia Experience August 2005 - Present
Job Mortgage Portfolio Underwriter
Industry Real Estate
Experience
Wachovia August 2005 - Present
Education
University of California, Berkeley 1989 — 1993
BS, Social Welfare w/area of concentration in Bus. Admin.
Wachovia August 2005 - Present
Education
University of California, Berkeley 1989 — 1993
BS, Social Welfare w/area of concentration in Bus. Admin.
Jennifer Kisluk's Wachovia Experience May 2008 - September 2009
Job AVP Finance at Gentiva Health Services
Industry Retail
Experience
Gentiva Health Services September 2009 - Present
Gentiva Health Services September 2009 - November 2011
Wachovia May 2008 - September 2009
Lowe's Companies, Inc October 2005 - May 2008
PCA International June 2002 - September 2005
Macy*s East 1997 - 2001
Macy*s East 1997 - 2001
Calvin Klein 1995 - 1997
Skills
Financial Analysis, PeopleSoft, Budgets, Forecasting, Financial Modeling, Strategic Planning, Hyperion Enterprise, Team Building, Analysis, Retail, Income Statement, Finance, Essbase, Strategic Financial..., Variance Analysis, Management, Leadership, Business Analysis, Strategy
Education
University at Albany, SUNY 1991 — 1995
Gentiva Health Services September 2009 - Present
Gentiva Health Services September 2009 - November 2011
Wachovia May 2008 - September 2009
Lowe's Companies, Inc October 2005 - May 2008
PCA International June 2002 - September 2005
Macy*s East 1997 - 2001
Macy*s East 1997 - 2001
Calvin Klein 1995 - 1997
Skills
Financial Analysis, PeopleSoft, Budgets, Forecasting, Financial Modeling, Strategic Planning, Hyperion Enterprise, Team Building, Analysis, Retail, Income Statement, Finance, Essbase, Strategic Financial..., Variance Analysis, Management, Leadership, Business Analysis, Strategy
Education
University at Albany, SUNY 1991 — 1995
Kerri Ash's Wachovia Experience Independent DistributorArdyss InternationalMarch 2009 - Present
Job Independent Distributor at Ardyss International
Industry Banking
Experience
Wachovia Independent DistributorArdyss InternationalMarch 2009 - Present
Education
University of Alabama 1998 — 2003
Wachovia Independent DistributorArdyss InternationalMarch 2009 - Present
Education
University of Alabama 1998 — 2003
Bruce Seder's Wachovia Experience January 2008 - March 2008
Job President & CEO at S&B Commerce, Inc
Industry Internet
Experience
S&B Commerce, Inc April 2010 - Present
Private Access March 2008 - April 2010
Wachovia January 2008 - March 2008
Lehman Brothers June 2003 - December 2007
Skills
SDLC, IT Strategy, Business Strategy, Strategic Planning, Integration, Enterprise Software, Vendor Management, Management, E-commerce, Product Management, Requirements Analysis, Cross-functional Team..., Governance, Process Improvement, Cloud Computing, Business Intelligence, IT Management, Business Analysis, Outsourcing, Program Management, Enterprise Architecture, Software Development, SaaS, Agile Project Management, Agile Methodologies, Software Project..., Leadership, Start-ups, Strategy, Business Development, Marketing Strategy
Education
University of California, Los Angeles 1992 — 1996
Bachelor of Arts (B.A.)
Beaufort Academy
S&B Commerce, Inc April 2010 - Present
Private Access March 2008 - April 2010
Wachovia January 2008 - March 2008
Lehman Brothers June 2003 - December 2007
Skills
SDLC, IT Strategy, Business Strategy, Strategic Planning, Integration, Enterprise Software, Vendor Management, Management, E-commerce, Product Management, Requirements Analysis, Cross-functional Team..., Governance, Process Improvement, Cloud Computing, Business Intelligence, IT Management, Business Analysis, Outsourcing, Program Management, Enterprise Architecture, Software Development, SaaS, Agile Project Management, Agile Methodologies, Software Project..., Leadership, Start-ups, Strategy, Business Development, Marketing Strategy
Education
University of California, Los Angeles 1992 — 1996
Bachelor of Arts (B.A.)
Beaufort Academy
Branden. Axtell's Wachovia Experience Marketing ConsultantWachovia2007 - Present
Job Marketing Consultant at Wachovia
Industry Banking
Experience
Wachovia Marketing ConsultantWachovia2007 - Present
Education
University of Alabama 1994 — 1998
Wachovia Marketing ConsultantWachovia2007 - Present
Education
University of Alabama 1994 — 1998
Mike Sontag's Wachovia Experience
Job Business Development Officer Wells Fargo Bank
Industry Banking
Experience
Wachovia
Skills
Commercial Lending, Banking, Credit, Loans, Mortgage Lending
Education
University of Baltimore 2003 — 2005
Wachovia
Skills
Commercial Lending, Banking, Credit, Loans, Mortgage Lending
Education
University of Baltimore 2003 — 2005
Lynette Cameron's Wachovia Experience Sr. UnderwriterBank of America1998 - 2003
Job Underwriting Manager at Wachovia
Industry Real Estate
Experience
Wachovia Sr. UnderwriterBank of America1998 - 2003
Education
University of California, Los Angeles 1974 — 1977
University of California, irvine 1972 — 1974
Biology
Wachovia Sr. UnderwriterBank of America1998 - 2003
Education
University of California, Los Angeles 1974 — 1977
University of California, irvine 1972 — 1974
Biology
Kirsten Osland's Wachovia Experience March 2000 - June 2001
Job Division Lead, FI/Affinity/NFL Partnerships at Barclaycard US
Industry Financial Services
Experience
Barclaycard February 2014 - Present
Barclaycard October 2010 - February 2014
Barclaycard September 2007 - October 2010
Citigroup February 2003 - September 2007
UATP June 2001 - February 2003
Wachovia March 2000 - June 2001
First USA Bank June 1999 - March 2000
Skills
Credit Cards, Financial Services, Relationship Management, Customer Acquisition, Analytics, Segmentation, Direct Marketing, Portfolio Management, Loyalty Programs, Banking, E-commerce, Database Marketing, Mobile Payments, Multi-channel Marketing, Customer Experience, Marketing Strategy, Strategic Partnerships, Management, Product Management, Strategy, B2B Marketing, Marketing, Debit Cards, CRM, Customer Retention, Payments, P&L Management, Executive Management, Loyalty Marketing, Cards, Electronic Payments, Integrated Marketing, Mobile Marketing, Competitive Analysis
Education
University at Buffalo
Barclaycard February 2014 - Present
Barclaycard October 2010 - February 2014
Barclaycard September 2007 - October 2010
Citigroup February 2003 - September 2007
UATP June 2001 - February 2003
Wachovia March 2000 - June 2001
First USA Bank June 1999 - March 2000
Skills
Credit Cards, Financial Services, Relationship Management, Customer Acquisition, Analytics, Segmentation, Direct Marketing, Portfolio Management, Loyalty Programs, Banking, E-commerce, Database Marketing, Mobile Payments, Multi-channel Marketing, Customer Experience, Marketing Strategy, Strategic Partnerships, Management, Product Management, Strategy, B2B Marketing, Marketing, Debit Cards, CRM, Customer Retention, Payments, P&L Management, Executive Management, Loyalty Marketing, Cards, Electronic Payments, Integrated Marketing, Mobile Marketing, Competitive Analysis
Education
University at Buffalo
Bruce Schinelli's Wachovia Experience February 1997 - September 2006
Job VP & CIO at TTX Company
Industry Transportation/Trucking/Railroad
Experience
TTX Company September 2006 - Present
Wachovia February 1997 - September 2006
United States Air Force 1986 - 1989
Skills
IT Strategy, Enterprise Architecture, Vendor Management, Disaster Recovery, IT Management, Business Intelligence, Integration, Program Management, Governance
Education
University of North Carolina at Chapel Hill 1989 — 1992
Operations Research
U.S. Air Force Institute of Technology 1984 — 1985
Master's degree, Operations Research
United States Air Force Academy 1978 — 1982
Bachelor's degree, Economics, Math
TTX Company September 2006 - Present
Wachovia February 1997 - September 2006
United States Air Force 1986 - 1989
Skills
IT Strategy, Enterprise Architecture, Vendor Management, Disaster Recovery, IT Management, Business Intelligence, Integration, Program Management, Governance
Education
University of North Carolina at Chapel Hill 1989 — 1992
Operations Research
U.S. Air Force Institute of Technology 1984 — 1985
Master's degree, Operations Research
United States Air Force Academy 1978 — 1982
Bachelor's degree, Economics, Math
Israel Peña's Wachovia Experience August 2003 - September 2004
Job VicePresident, Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch March 2011 - October 2013
Bank of America Merrill Lynch October 2009 - March 2011
Bank of America September 2004 - October 2009
Wachovia August 2003 - September 2004
First Union March 2002 - July 2003
First Union June 2000 - March 2002
Skills
Multilingual, Financial Accounting, Capital Markets, Corporate Treasury, SQL, Financial Planning, Financial Analysis, Controller, Financial Forecasting, FASB, Stress Testing, Basel II, Structured Finance, Fixed Income Products, Financial Modeling, Corporate Finance, Emerging Markets, Operational Risk..., Capital Budgeting, Asset-backed..., Credit Risk, Basel III, Counterparty Risk, Dodd-Frank, Data Mining, Quantitative Analytics, Treasury Management
Education
University of South Carolina - The Moore School of Business 2009 — 2011
MBA, International Business
University of Florida - Warrington College of Business Administration 1996 — 2000
BSBA, International Economics and Corp Finance
Universidad Metropolitana (VE) 1995 — 1995
Computer Science
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch March 2011 - October 2013
Bank of America Merrill Lynch October 2009 - March 2011
Bank of America September 2004 - October 2009
Wachovia August 2003 - September 2004
First Union March 2002 - July 2003
First Union June 2000 - March 2002
Skills
Multilingual, Financial Accounting, Capital Markets, Corporate Treasury, SQL, Financial Planning, Financial Analysis, Controller, Financial Forecasting, FASB, Stress Testing, Basel II, Structured Finance, Fixed Income Products, Financial Modeling, Corporate Finance, Emerging Markets, Operational Risk..., Capital Budgeting, Asset-backed..., Credit Risk, Basel III, Counterparty Risk, Dodd-Frank, Data Mining, Quantitative Analytics, Treasury Management
Education
University of South Carolina - The Moore School of Business 2009 — 2011
MBA, International Business
University of Florida - Warrington College of Business Administration 1996 — 2000
BSBA, International Economics and Corp Finance
Universidad Metropolitana (VE) 1995 — 1995
Computer Science
Carol Delk Clarke's Wachovia Experience January 2005 - Present
Job Technology and Operations Communications Consultant at Wachovia, A Wells Fargo Company
Industry Financial Services
Experience
Wells Fargo Company March 2009 - Present
Wachovia January 2005 - Present
SouthTrust Bank June 2000 - January 2005
UnitedHealthcare October 1995 - June 2000
Skills
Internal Communications, Strategic Communications, Public Relations, Corporate Communications, Marketing, Crisis Communications, Media Relations, Marketing Communications, Communications Planning, Press Releases, Newsletters, Copywriting, Social Media, Crisis Management
Education
Jess Lanier High School 1978 — 1982
University of Alabama at Birmingham
Wells Fargo Company March 2009 - Present
Wachovia January 2005 - Present
SouthTrust Bank June 2000 - January 2005
UnitedHealthcare October 1995 - June 2000
Skills
Internal Communications, Strategic Communications, Public Relations, Corporate Communications, Marketing, Crisis Communications, Media Relations, Marketing Communications, Communications Planning, Press Releases, Newsletters, Copywriting, Social Media, Crisis Management
Education
Jess Lanier High School 1978 — 1982
University of Alabama at Birmingham
Joanne Dang's Wachovia Experience August 2005 - October 2008
Job Finance & Division Manager at UCSF
Industry Banking
Experience
UCSF March 2014 - Present
University of California, San Francisco June 2009 - March 2014
Trust Title Company September 2008 - June 2009
Wachovia August 2005 - October 2008
Easton Mortgage Corporation September 2003 - August 2005
Education
University of California, Davis 1999 — 2003
B.S., Managerial Economics
UCSF March 2014 - Present
University of California, San Francisco June 2009 - March 2014
Trust Title Company September 2008 - June 2009
Wachovia August 2005 - October 2008
Easton Mortgage Corporation September 2003 - August 2005
Education
University of California, Davis 1999 — 2003
B.S., Managerial Economics
Qiana Lewis's Wachovia Experience April 2007 - Present
Job Personal Banker at Wachovia
Industry Banking
Experience
Wachovia April 2007 - Present
Education
University of Alabama at Birmingham
Wachovia April 2007 - Present
Education
University of Alabama at Birmingham
Paulina Erickson's Wachovia Experience 2001 - 2007
Job teller part time at Wachovia
Industry Banking
Experience
US State September 2009 - Present
wachovia 2001 - 2007
Education
Universidad Central del Ecuador
US State September 2009 - Present
wachovia 2001 - 2007
Education
Universidad Central del Ecuador
Jason S. Smith, PMP's Wachovia Experience February 2005 - December 2008
Job Technology Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Wachovia Bank, A Wells Fargo Company December 2008 - August 2009
Wachovia February 2005 - December 2008
SouthTrust Bank January 1999 - January 2005
Education
University of Alabama 1993 — 1997
BA, History, Minors in Criminal Justice & Political Science
Wells Fargo 2009 - Present
Wachovia Bank, A Wells Fargo Company December 2008 - August 2009
Wachovia February 2005 - December 2008
SouthTrust Bank January 1999 - January 2005
Education
University of Alabama 1993 — 1997
BA, History, Minors in Criminal Justice & Political Science
Debora Sanders's Wachovia Experience September 2004 - April 2008
Job Sales Associate at Coldwell Banker Doug McKenzie Team
Industry Real Estate
Experience
Coldwell Banker - Doug Mckenzie Team December 2014 - Present
Wells Fargo Home Mortgage September 2011 - August 2014
Wells Fargo April 2008 - August 2011
Wachovia September 2004 - April 2008
World Savings September 2003 - September 2004
Skills
Team development,..., Leadership, Strategy, Management, Training, Risk Management, Recruiting, Analysis, Sales, Change Management, Strategic Planning, Budgets, Coaching, Project Management, Sales Management, Vendor Management, Loans, Mortgage Lending, Customer Service, Real Estate, Time Management, REO, Underwriting, Loan Origination, Portfolio Management, Banking, Retail Banking, Financial Analysis, Asset Management, Credit
Education
University of California, Davis 1982 — 1986
Bachelor of Arts, International Relations with Economics
University of California, Davis
Bachelor's of Art, International Studies with Economics
Coldwell Banker - Doug Mckenzie Team December 2014 - Present
Wells Fargo Home Mortgage September 2011 - August 2014
Wells Fargo April 2008 - August 2011
Wachovia September 2004 - April 2008
World Savings September 2003 - September 2004
Skills
Team development,..., Leadership, Strategy, Management, Training, Risk Management, Recruiting, Analysis, Sales, Change Management, Strategic Planning, Budgets, Coaching, Project Management, Sales Management, Vendor Management, Loans, Mortgage Lending, Customer Service, Real Estate, Time Management, REO, Underwriting, Loan Origination, Portfolio Management, Banking, Retail Banking, Financial Analysis, Asset Management, Credit
Education
University of California, Davis 1982 — 1986
Bachelor of Arts, International Relations with Economics
University of California, Davis
Bachelor's of Art, International Studies with Economics
Scott Chappa's Wachovia Experience 2003 - 2003
Job Business Ops Supervisor
Industry Computer Software
Experience
Insurity August 2010 - Present
Insurity December 2007 - August 2010
Citicards October 2003 - December 2007
Wachovia 2003 - 2003
Bank of America 2000 - 2002
Argo Data Resource 1998 - 2000
Skills
SDLC, Software Project..., Business Analysis, Agile Methodologies, Requirements Gathering, Requirements Analysis, SQL, Software Development, Vendor Management, Integration, Process Improvement, SharePoint, Visio, Scrum, Microsoft SQL Server, XML, Business Intelligence, SOA, Web Services, Agile Project Management, C#, .NET, Business Process..., Business Process, IT Strategy, Program Management
Education
University of Arizona 1993 — 1998
BSBA, MIS
Insurity August 2010 - Present
Insurity December 2007 - August 2010
Citicards October 2003 - December 2007
Wachovia 2003 - 2003
Bank of America 2000 - 2002
Argo Data Resource 1998 - 2000
Skills
SDLC, Software Project..., Business Analysis, Agile Methodologies, Requirements Gathering, Requirements Analysis, SQL, Software Development, Vendor Management, Integration, Process Improvement, SharePoint, Visio, Scrum, Microsoft SQL Server, XML, Business Intelligence, SOA, Web Services, Agile Project Management, C#, .NET, Business Process..., Business Process, IT Strategy, Program Management
Education
University of Arizona 1993 — 1998
BSBA, MIS
Charlie Schutz's Wachovia Experience 2007 - Present
Job Development Manager at Wachovia
Industry Financial Services
Experience
Wachovia 2007 - Present
LendingTree Loans 2005 - 2007
LendingTree 2005 - 2007
Lending Tree 2005 - 2007
Memec June 2003 - June 2005
Wyle Electronics October 1984 - March 2001
Education
University of California, Irvine 1976 — 1981
Wachovia 2007 - Present
LendingTree Loans 2005 - 2007
LendingTree 2005 - 2007
Lending Tree 2005 - 2007
Memec June 2003 - June 2005
Wyle Electronics October 1984 - March 2001
Education
University of California, Irvine 1976 — 1981
John Seier's Wachovia Experience October 2007 - February 2011
Job Technical Project Manager
Industry Banking
Experience
Wells Fargo February 2011 - Present
Wachovia October 2007 - February 2011
Hewlett-Packard January 2000 - October 2007
Skills
Testing, Unix, Perl, Integration, Agile Methodologies, Requirements Analysis, Software Development, Linux, Visio, SQL, Java, Hardware, SDLC, Project Management, Microsoft SQL Server
Education
University of Alabama
University of Alabama at Birmingham
Bachelor of Arts (BA), History/Economics
Wells Fargo February 2011 - Present
Wachovia October 2007 - February 2011
Hewlett-Packard January 2000 - October 2007
Skills
Testing, Unix, Perl, Integration, Agile Methodologies, Requirements Analysis, Software Development, Linux, Visio, SQL, Java, Hardware, SDLC, Project Management, Microsoft SQL Server
Education
University of Alabama
University of Alabama at Birmingham
Bachelor of Arts (BA), History/Economics
Randy Calish's Wachovia Experience November 1998 - November 2008
Job Assistant Vice President, Wells Fargo
Industry Banking
Experience
Wells Fargo November 2008 - Present
Wachovia November 1998 - November 2008
World Savings 1998 - 2007
ADP CSG 1995 - 1998
Skills
Project Management, Training, Project Planning, Management, Analysis, Business Requirements, Customer Satisfaction, Strategic Planning, Program Management, Call Centers, Vendor Management
Education
University of California, Berkeley 1973 — 1977
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo November 2008 - Present
Wachovia November 1998 - November 2008
World Savings 1998 - 2007
ADP CSG 1995 - 1998
Skills
Project Management, Training, Project Planning, Management, Analysis, Business Requirements, Customer Satisfaction, Strategic Planning, Program Management, Call Centers, Vendor Management
Education
University of California, Berkeley 1973 — 1977
Bachelor of Arts (B.A.), Political Science and Government
Vanessa Desrochers's Wachovia Experience June 2005 - Present
Job Director, Structured Products at Wells Fargo Securites
Industry Financial Services
Experience
Wachovia June 2005 - Present
Wells Fargo Securities 2005 - Present
Wachovia Securities, Corporate & Investment Banking 2005 - 2008
Education
UCLA 2008 — 2011
MBA
UCLA Anderson School of Management 2008 — 2011
MBA
University of Washington 1996 — 2000
Wachovia June 2005 - Present
Wells Fargo Securities 2005 - Present
Wachovia Securities, Corporate & Investment Banking 2005 - 2008
Education
UCLA 2008 — 2011
MBA
UCLA Anderson School of Management 2008 — 2011
MBA
University of Washington 1996 — 2000
Shuron Morton's Wachovia Experience October 2006 - Present
Job Vice President Wachovia Wealth Management
Industry Financial Services
Experience
Wachovia October 2006 - Present
Wachovia Bank N.A. January 2004 - September 2006
Education
Union College 1993 — 1998
Wachovia October 2006 - Present
Wachovia Bank N.A. January 2004 - September 2006
Education
Union College 1993 — 1998
Logan Henderson, CFA, CAIA's Wachovia Experience June 2006 - April 2007
Job Financial Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2013 - Present
United States Soccer Federation August 2010 - Present
Wells Fargo January 2009 - April 2013
Evergreen Investments June 2006 - January 2009
Wachovia June 2006 - April 2007
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Investments, Financial Services, Risk Management
Education
Wake Forest University 2002 — 2006
BA, Economics, Spanish
Universidad de Salamanca 2004 — 2004
Semester Abroad, Spanish
Wells Fargo April 2013 - Present
United States Soccer Federation August 2010 - Present
Wells Fargo January 2009 - April 2013
Evergreen Investments June 2006 - January 2009
Wachovia June 2006 - April 2007
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Investments, Financial Services, Risk Management
Education
Wake Forest University 2002 — 2006
BA, Economics, Spanish
Universidad de Salamanca 2004 — 2004
Semester Abroad, Spanish
Frank Lassiter, CFA's Wachovia Experience June 2005 - February 2006
Job VP Corporate Finance at Protective Life
Industry Insurance
Experience
Protective Life September 2009 - Present
Surgical Care Affiliates September 2008 - August 2009
Protective Life February 2006 - September 2008
Wachovia June 2005 - February 2006
The University of Alabama September 2004 - June 2005
AmSouth Bank Asset Management June 2002 - September 2004
Skills
Insurance, Financial Analysis, Due Diligence, Finance, Financial Modeling, Strategic Financial..., Corporate Finance, Investments, Wealth Management, Mergers, Risk Management, Project Management, Portfolio Management, Financial Reporting, Underwriting, Credit, Valuation, Credit Analysis, Bloomberg, Accounting, Mergers & Acquisitions, Financial Planning
Education
University of Alabama 2000 — 2002
MBA, Finance, Business Strategy, 4.00/4.00
University of Alabama 1995 — 1999
BA, Communication - Broadcast Journalism, 3.85/4.00
Protective Life September 2009 - Present
Surgical Care Affiliates September 2008 - August 2009
Protective Life February 2006 - September 2008
Wachovia June 2005 - February 2006
The University of Alabama September 2004 - June 2005
AmSouth Bank Asset Management June 2002 - September 2004
Skills
Insurance, Financial Analysis, Due Diligence, Finance, Financial Modeling, Strategic Financial..., Corporate Finance, Investments, Wealth Management, Mergers, Risk Management, Project Management, Portfolio Management, Financial Reporting, Underwriting, Credit, Valuation, Credit Analysis, Bloomberg, Accounting, Mergers & Acquisitions, Financial Planning
Education
University of Alabama 2000 — 2002
MBA, Finance, Business Strategy, 4.00/4.00
University of Alabama 1995 — 1999
BA, Communication - Broadcast Journalism, 3.85/4.00
Michael San Martin's Wachovia Experience December 2007 - September 2009
Job Business Banking Region Manager at US Bank
Industry Banking
Experience
US Bank March 2010 - Present
Wachovia December 2007 - September 2009
Wells Fargo Bank January 2006 - December 2007
Wells Fargo bank January 1999 - January 2006
Skills
Banking, Commercial Banking, Commercial Lending, Small Business Lending, Loans, Credit, Credit Analysis, Portfolio Management, Lines Of Credit, Mortgage Lending, Underwriting, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA
University of California, Berkeley 1983 — 1986
BA, Economics
US Bank March 2010 - Present
Wachovia December 2007 - September 2009
Wells Fargo Bank January 2006 - December 2007
Wells Fargo bank January 1999 - January 2006
Skills
Banking, Commercial Banking, Commercial Lending, Small Business Lending, Loans, Credit, Credit Analysis, Portfolio Management, Lines Of Credit, Mortgage Lending, Underwriting, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA
University of California, Berkeley 1983 — 1986
BA, Economics
Stephanie (Plousis) Kelly's Wachovia Experience 1996 - 2007
Job Sr. Manager, Marketing Operations at Internap Network Services
Industry Information Technology and Services
Experience
Internap Network Services August 2011 - Present
The Receivables Exchange May 2008 - August 2011
Wachovia 1996 - 2007
Wachovia Bank February 2002 - December 2004
Wachovia December 2001 - February 2003
Skills
B2B, Email Marketing, Marketing, Webinars, Lead Generation, Salesforce.com, Marketing Automation, Analytics, Pardot, Leadership, Business Development, New Business Development, Sales Presentations, Management, Marketing Operations, Sales Process, Start-ups, Solution Selling, Product Marketing, Marketing Strategy, Sales, SaaS, Social Media, CRM, Finance, Advertising, Project Management, Enterprise Software, E-commerce, Cloud Computing
Education
University of Alabama 1991 — 1996
BA, Communications, Marketing
Internap Network Services August 2011 - Present
The Receivables Exchange May 2008 - August 2011
Wachovia 1996 - 2007
Wachovia Bank February 2002 - December 2004
Wachovia December 2001 - February 2003
Skills
B2B, Email Marketing, Marketing, Webinars, Lead Generation, Salesforce.com, Marketing Automation, Analytics, Pardot, Leadership, Business Development, New Business Development, Sales Presentations, Management, Marketing Operations, Sales Process, Start-ups, Solution Selling, Product Marketing, Marketing Strategy, Sales, SaaS, Social Media, CRM, Finance, Advertising, Project Management, Enterprise Software, E-commerce, Cloud Computing
Education
University of Alabama 1991 — 1996
BA, Communications, Marketing
John Gogol, CFA's Wachovia Experience December 1998 - February 2006
Job Budget Analyst at Redmond School District
Industry Investment Management
Experience
Redmond School District September 2014 - Present
4J School District October 2011 - September 2014
Wachovia December 1998 - February 2006
The Money Store 1995 - 1998
KPMG Peat Marwick 1994 - 1995
Skills
Alternative Investments, Investment Management, Portfolio Management, Investments, Strategic Financial..., Strategic Planning, Banking, Valuation, Customer Service, Financial Modeling, Derivatives, Internal Audit
Education
University of California, Davis - Graduate School of Management 1992 — 1994
MBA, Finance & Accounting
University of California, Los Angeles 1986 — 1989
Bachelor of Arts, Economics
Redmond School District September 2014 - Present
4J School District October 2011 - September 2014
Wachovia December 1998 - February 2006
The Money Store 1995 - 1998
KPMG Peat Marwick 1994 - 1995
Skills
Alternative Investments, Investment Management, Portfolio Management, Investments, Strategic Financial..., Strategic Planning, Banking, Valuation, Customer Service, Financial Modeling, Derivatives, Internal Audit
Education
University of California, Davis - Graduate School of Management 1992 — 1994
MBA, Finance & Accounting
University of California, Los Angeles 1986 — 1989
Bachelor of Arts, Economics
Glenn Gorman's Wachovia Experience May 2008 - July 2009
Job Software Engineer at Lowe's Home Improvement
Industry Information Technology and Services
Experience
Lowe's Home Improvement July 2011 - Present
Wells Fargo Advisors November 2009 - May 2011
Wachovia May 2008 - July 2009
Lowe's Companies Inc August 2006 - December 2007
ADP September 2000 - August 2006
ADP June 1999 - September 2000
ADP January 1994 - June 1999
Skills
CICS, COBOL, SDLC, VSAM, TSO, DB2, JCL, Mainframe, Requirements Analysis, Visio, SPUFI, Business Analysis
Education
University at Albany, SUNY
Bachelor’s Degree
Lowe's Home Improvement July 2011 - Present
Wells Fargo Advisors November 2009 - May 2011
Wachovia May 2008 - July 2009
Lowe's Companies Inc August 2006 - December 2007
ADP September 2000 - August 2006
ADP June 1999 - September 2000
ADP January 1994 - June 1999
Skills
CICS, COBOL, SDLC, VSAM, TSO, DB2, JCL, Mainframe, Requirements Analysis, Visio, SPUFI, Business Analysis
Education
University at Albany, SUNY
Bachelor’s Degree
David Rowan's Wachovia Experience 2002 - 2010
Job VP & Technology Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo 2002 - Present
Wachovia 2002 - 2010
Regions Financial Corporation 2001 - 2002
Emerald Solutions 1998 - 2001
SouthTrust Bank 1980 - 1998
Skills
Business Management and..., Large..., Information Security..., Banking and Financial..., Information Systems..., Banking, Strategic Planning, Information Systems, MS Project, Loans, Project Portfolio..., Business Analysis, Program Management, Visio
Education
University of Alabama at Birmingham 1985 — 1992
MS, Computer Science
University of Alabama 1975 — 1980
BS, Finance
Wells Fargo 2002 - Present
Wachovia 2002 - 2010
Regions Financial Corporation 2001 - 2002
Emerald Solutions 1998 - 2001
SouthTrust Bank 1980 - 1998
Skills
Business Management and..., Large..., Information Security..., Banking and Financial..., Information Systems..., Banking, Strategic Planning, Information Systems, MS Project, Loans, Project Portfolio..., Business Analysis, Program Management, Visio
Education
University of Alabama at Birmingham 1985 — 1992
MS, Computer Science
University of Alabama 1975 — 1980
BS, Finance
Abbey Milstead's Wachovia Experience 2005 - 2006
Job Personal Banker at First Commercial Bank Crestline Banking Center
Industry Banking
Experience
First Commercial Bank a division of SYNOVUS Bank June 2006 - Present
Wachovia 2005 - 2006
SouthTrust Bank Birmingham AL 2000 - 2004
wachovia 1996 - 1998
Education
University of Arkansas 1971 — 1975
BSHEC Merchandising, Fashion, Textiles, Business
First Commercial Bank a division of SYNOVUS Bank June 2006 - Present
Wachovia 2005 - 2006
SouthTrust Bank Birmingham AL 2000 - 2004
wachovia 1996 - 1998
Education
University of Arkansas 1971 — 1975
BSHEC Merchandising, Fashion, Textiles, Business
Jeffrey Krauser's Wachovia Experience September 2009 - March 2010
Job Senior Developer .NET Web and Console Applications
Industry Computer Software
Experience
General Information Services October 2012 - Present
Backgroundchecks.com June 2011 - October 2012
backgroundchecks.com April 2010 - May 2011
Wachovia September 2009 - March 2010
GIS May 2007 - March 2009
Authentium 2004 - 2005
Skills
.NET, Agile Methodologies, C#, Databases, JavaScript, Microsoft SQL Server, Scrum, Software Development, XML, T-SQL, ASP.NET MVC
Education
University of California, Berkeley, Haas School of Business 1985 — 1987
MBA, Business
United States Air Force Academy 1966 — 1970
BS, Computer Science and Orbital Mechanics and Mathematics
General Information Services October 2012 - Present
Backgroundchecks.com June 2011 - October 2012
backgroundchecks.com April 2010 - May 2011
Wachovia September 2009 - March 2010
GIS May 2007 - March 2009
Authentium 2004 - 2005
Skills
.NET, Agile Methodologies, C#, Databases, JavaScript, Microsoft SQL Server, Scrum, Software Development, XML, T-SQL, ASP.NET MVC
Education
University of California, Berkeley, Haas School of Business 1985 — 1987
MBA, Business
United States Air Force Academy 1966 — 1970
BS, Computer Science and Orbital Mechanics and Mathematics
Ronal Bhagat's Wachovia Experience August 2006 - Present
Job VicePresident at Wachovia
Industry Real Estate
Experience
Wachovia August 2006 - Present
Standard & Poor's July 2003 - August 2006
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
University of California, Berkeley 1992 — 1996
BS, Business Administration, Finance emphasis
Wichita High School - Southeast 1988 — 1992
High School Diploma
Wachovia August 2006 - Present
Standard & Poor's July 2003 - August 2006
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
University of California, Berkeley 1992 — 1996
BS, Business Administration, Finance emphasis
Wichita High School - Southeast 1988 — 1992
High School Diploma
Debbie Burch's Wachovia Experience 2004 - 2006
Job Program / Project Consultant at Abeo Consulting
Industry Information Technology and Services
Experience
Abeo Consulting October 2012 - Present
College & Career Advisors, LLC January 2009 - Present
Bank of America September 2010 - October 2012
Bank of America July 2006 - October 2012
Bank of America July 2006 - September 2010
Wachovia 2004 - 2006
Deloitte September 1988 - March 2000
Deloitte & Touche 1988 - 2000
Skills
Risk Management, Enterprise Risk..., Portfolio Management, Financial Services, Banking, Integration, Basel II, Program Management, Change Management, Management, Leadership, Project Delivery, Strategy, Consulting, Budgets, Management Consulting
Education
University of California, Los Angeles 2009 — 2012
Certification, College Admissions Counseling
Western Carolina University
Bachelor of Science (BS), Accounting
Abeo Consulting October 2012 - Present
College & Career Advisors, LLC January 2009 - Present
Bank of America September 2010 - October 2012
Bank of America July 2006 - October 2012
Bank of America July 2006 - September 2010
Wachovia 2004 - 2006
Deloitte September 1988 - March 2000
Deloitte & Touche 1988 - 2000
Skills
Risk Management, Enterprise Risk..., Portfolio Management, Financial Services, Banking, Integration, Basel II, Program Management, Change Management, Management, Leadership, Project Delivery, Strategy, Consulting, Budgets, Management Consulting
Education
University of California, Los Angeles 2009 — 2012
Certification, College Admissions Counseling
Western Carolina University
Bachelor of Science (BS), Accounting
Joanne Elias's Wachovia Experience February 2007 - November 2009
Job Wells Fargo
Industry Banking
Experience
Wells Fargo Home Mortgage August 2009 - Present
Wachovia February 2007 - November 2009
World Savings February 2006 - February 2007
World Savings September 2004 - February 2006
World Savings 1995 - 1998
Skills
Credit, Financial Services, Banking, Leadership, Management, Loans, Mortgage Lending, Sales Operations, Relationship Management
Education
University of California, San Diego 1981 — 1986
BA, Management Science
Wells Fargo Home Mortgage August 2009 - Present
Wachovia February 2007 - November 2009
World Savings February 2006 - February 2007
World Savings September 2004 - February 2006
World Savings 1995 - 1998
Skills
Credit, Financial Services, Banking, Leadership, Management, Loans, Mortgage Lending, Sales Operations, Relationship Management
Education
University of California, San Diego 1981 — 1986
BA, Management Science
Adam Bliss's Wachovia Experience 2003 - 2004
Job Director Ratings Advisory at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2010 - Present
Healthland 2009 - 2010
Bank of America 2004 - 2009
Wachovia 2003 - 2004
Skills
Investment Banking, Financial Modeling, Leveraged Finance, Capital Markets, Valuation, Corporate Finance, Financial Analysis, Finance, Due Diligence
Education
University of Alabama 2000 — 2002
BS, Finance
Grissom
Grissom
Deutsche Bank July 2010 - Present
Healthland 2009 - 2010
Bank of America 2004 - 2009
Wachovia 2003 - 2004
Skills
Investment Banking, Financial Modeling, Leveraged Finance, Capital Markets, Valuation, Corporate Finance, Financial Analysis, Finance, Due Diligence
Education
University of Alabama 2000 — 2002
BS, Finance
Grissom
Grissom
Susan Roland's Wachovia Experience January 2004 - July 2007
Job Executive Office Professional
Industry Executive Office
Experience
UCSF November 2007 - May 2008
Wachovia January 2004 - July 2007
Wine Finders September 1983 - December 2003
Education
University of California, Berkeley 1959 — 1968
BA, anthropology
UCSF November 2007 - May 2008
Wachovia January 2004 - July 2007
Wine Finders September 1983 - December 2003
Education
University of California, Berkeley 1959 — 1968
BA, anthropology
Barbara Hargreaves's Wachovia Experience July 2005 - October 2008
Job Training and Development Management Professional
Industry Financial Services
Experience
Pacific Union Financial, LLC June 2013 - Present
Home Savings of America June 2011 - February 2012
Home Savings of America June 2009 - February 2012
Wachovia July 2005 - October 2008
Golden West 1991 - 2008
World Savings 1991 - 2005
Skills
Collaborative Leadership, Curriculum Development, Loans, Mortgage Lending, Leadership Development, Training, Workshop Facilitation, Multi Tasking, Collaborative Problem..., Change Management, Management, Loss Mitigation, Coaching, Mortgage Banking, Leadership, Credit, Risk Management, Program Management, Loan Origination, Team Leadership, Customer Service, Finance, Underwriting, Analysis, Sales, Strategic Planning, Negotiation, Banking, Customer Satisfaction, Sales Management, New Business Development, Time Management, Project Management
Education
University of California, Berkeley
Bachelor's degree, Psychology
Pacific Union Financial, LLC June 2013 - Present
Home Savings of America June 2011 - February 2012
Home Savings of America June 2009 - February 2012
Wachovia July 2005 - October 2008
Golden West 1991 - 2008
World Savings 1991 - 2005
Skills
Collaborative Leadership, Curriculum Development, Loans, Mortgage Lending, Leadership Development, Training, Workshop Facilitation, Multi Tasking, Collaborative Problem..., Change Management, Management, Loss Mitigation, Coaching, Mortgage Banking, Leadership, Credit, Risk Management, Program Management, Loan Origination, Team Leadership, Customer Service, Finance, Underwriting, Analysis, Sales, Strategic Planning, Negotiation, Banking, Customer Satisfaction, Sales Management, New Business Development, Time Management, Project Management
Education
University of California, Berkeley
Bachelor's degree, Psychology
Peter Min's Wachovia Experience July 2008 - June 2009
Job VP & Sr. Credit Officer at City National Bank
Industry Banking
Experience
City National Bank January 2012 - Present
Bank of America August 2009 - January 2012
Wachovia July 2008 - June 2009
ThinkTank Learning, Inc January 2008 - June 2008
Innovative Bank 2005 - 2008
Education
University of California, Berkeley 2001 — 2005
B.A., Economics, Psychology
City National Bank January 2012 - Present
Bank of America August 2009 - January 2012
Wachovia July 2008 - June 2009
ThinkTank Learning, Inc January 2008 - June 2008
Innovative Bank 2005 - 2008
Education
University of California, Berkeley 2001 — 2005
B.A., Economics, Psychology
Suzy Medaglia's Wachovia Experience August 1995 - January 2009
Job Residential Appraisal Specialist
Industry Banking
Experience
Wells Fargo Bank November 2010 - Present
San Mateo County March 2010 - November 2010
Wachovia August 1995 - January 2009
World Savings January 1991 - August 1995
Skills
Appraisal, FHA, Appraisals, Mortgage Banking, Management, Leadership, Cross-functional Team..., Valuation, Loss Mitigation, Refinance, Mortgage Lending, Property, Business Strategy
Education
University of California, Davis 1985 — 1988
Bachelors, English
Wells Fargo Bank November 2010 - Present
San Mateo County March 2010 - November 2010
Wachovia August 1995 - January 2009
World Savings January 1991 - August 1995
Skills
Appraisal, FHA, Appraisals, Mortgage Banking, Management, Leadership, Cross-functional Team..., Valuation, Loss Mitigation, Refinance, Mortgage Lending, Property, Business Strategy
Education
University of California, Davis 1985 — 1988
Bachelors, English
William Liles's Wachovia Experience August 1986 - June 2005
Job Trust Operations Specialist for Wachovia and Regions
Industry Financial Services
Experience
Lowe's Truck Driverwerner enterprisesFebruary 2007 - July 2007
Regions Bank August 2005 - February 2006
Wachovia August 1986 - June 2005
Skills
Settlement, Payments, Team Building, Process Improvement, Management, Leadership
Education
University of Alabama at Birmingham 1991 — 1997
bachelors, Finance
University of Alabama at Birmingham
Bachelor's degree, Finance and Economics
Lowe's Truck Driverwerner enterprisesFebruary 2007 - July 2007
Regions Bank August 2005 - February 2006
Wachovia August 1986 - June 2005
Skills
Settlement, Payments, Team Building, Process Improvement, Management, Leadership
Education
University of Alabama at Birmingham 1991 — 1997
bachelors, Finance
University of Alabama at Birmingham
Bachelor's degree, Finance and Economics
Nila Ray's Wachovia Experience 2002 - 2008
Job Senior Personal Banker, Consumer lender at Valley National Bank, MLO
Industry Real Estate
Experience
Valley National Bank October 2009 - Present
WORLD SAVINGS / WACHOVIA MORTGAGE FSB March 2001 - October 2008
World Savings / Wachovia 2002 - 2008
Wachovia 2002 - 2008
UNITED TRUST BANK July 1999 - February 2001
Skills
Loans, Banking, Mortgage Lending, Underwriting, Loan Servicing, Sales, Customer Service, Mortgage Underwriting, Mortgage Banking, Loan Origination, Customer Retention, Credit, Refinance, Analysis, Residential Mortgages, Credit Analysis, Auditing, Consumer Lending, Time Management, FHA
Education
University of Calcutta 1969 — 1972
BA, ECNOMICS, ENGLISH, BOTANY, POL.SCIENCE
Valley National Bank October 2009 - Present
WORLD SAVINGS / WACHOVIA MORTGAGE FSB March 2001 - October 2008
World Savings / Wachovia 2002 - 2008
Wachovia 2002 - 2008
UNITED TRUST BANK July 1999 - February 2001
Skills
Loans, Banking, Mortgage Lending, Underwriting, Loan Servicing, Sales, Customer Service, Mortgage Underwriting, Mortgage Banking, Loan Origination, Customer Retention, Credit, Refinance, Analysis, Residential Mortgages, Credit Analysis, Auditing, Consumer Lending, Time Management, FHA
Education
University of Calcutta 1969 — 1972
BA, ECNOMICS, ENGLISH, BOTANY, POL.SCIENCE
Rafael Alfredo Guevara's Wachovia Experience April 2004 - Present
Job System Analyst/Programmer Sr at Wachovia
Industry Financial Services
Experience
Wachovia April 2004 - Present
World Savings January 2003 - March 2004
World Savings November 2001 - February 2003
Skills
Mortgage Lending, Process Improvement, Business Intelligence, Business Objects, Crystal Reports, Microsoft SQL Server, Analysis, Forecasting, Loan Origination, Loans, Management
Education
Universidad Nacional Autónoma de México 1974 — 1976
n/a, International Policy
Wachovia April 2004 - Present
World Savings January 2003 - March 2004
World Savings November 2001 - February 2003
Skills
Mortgage Lending, Process Improvement, Business Intelligence, Business Objects, Crystal Reports, Microsoft SQL Server, Analysis, Forecasting, Loan Origination, Loans, Management
Education
Universidad Nacional Autónoma de México 1974 — 1976
n/a, International Policy
Liza Kalfayan's Wachovia Experience 1996 - 2008
Job Mortgage Banking Leader/Wachovia
Industry Banking
Experience
Wachovia 1996 - 2008
Education
University of California, Los Angeles 1986 — 1991
Bachelor, Fine Arts
Wachovia 1996 - 2008
Education
University of California, Los Angeles 1986 — 1991
Bachelor, Fine Arts
janet covey's Wachovia Experience 1975 - 2008
Job Joins B of A March 2009
Industry Financial Services
Experience
Bank of America March 2009 - Present
wachovia 1975 - 2008
Wachovia (and its predecessors in mergers) 1974 - 2007
Skills
Mortgage Banking, Mortgage Underwriting, Mortgage Lending, Credit, Loans, Loan Origination, Credit Analysis, Underwriting, Loss Mitigation, Refinance, FHA, Credit Risk, Residential Mortgages, Mortgage Servicing, Finance
Education
University of California, San Francisco
Bank of America March 2009 - Present
wachovia 1975 - 2008
Wachovia (and its predecessors in mergers) 1974 - 2007
Skills
Mortgage Banking, Mortgage Underwriting, Mortgage Lending, Credit, Loans, Loan Origination, Credit Analysis, Underwriting, Loss Mitigation, Refinance, FHA, Credit Risk, Residential Mortgages, Mortgage Servicing, Finance
Education
University of California, San Francisco
Dion Waldow's Wachovia Experience April 2001 - December 2006
Job Director at Guggenheim Capital Markets
Industry Financial Services
Experience
Guggenheim Capital Markets July 2011 - Present
Guggenheim Partners July 2011 - Present
Wall Street Access January 2008 - June 2011
Wachovia Capital Markets 2000 - 2007
Wachovia April 2001 - December 2006
Prudential Financial 2000 - 2003
GARBAN 1998 - 2000
Cantor Fitzgerald 1993 - 2000
Skills
Series 7, Series 63, Capital Markets, Fixed Income, Bonds, Hedge Funds, Securities, Equities, Risk Management, Structured Products, Bloomberg, FINRA, Financial Modeling, Trading, Derivatives, Alternative Investments, Electronic Trading, Wealth Management, Investment Banking, Financial Markets, Series 24, Asset Management, Options, Credit Derivatives, Swaps
Education
University of Arizona 1989 — 1991
BUSINESS
Guggenheim Capital Markets July 2011 - Present
Guggenheim Partners July 2011 - Present
Wall Street Access January 2008 - June 2011
Wachovia Capital Markets 2000 - 2007
Wachovia April 2001 - December 2006
Prudential Financial 2000 - 2003
GARBAN 1998 - 2000
Cantor Fitzgerald 1993 - 2000
Skills
Series 7, Series 63, Capital Markets, Fixed Income, Bonds, Hedge Funds, Securities, Equities, Risk Management, Structured Products, Bloomberg, FINRA, Financial Modeling, Trading, Derivatives, Alternative Investments, Electronic Trading, Wealth Management, Investment Banking, Financial Markets, Series 24, Asset Management, Options, Credit Derivatives, Swaps
Education
University of Arizona 1989 — 1991
BUSINESS
Jennifer Steinberg's Wachovia Experience December 1998 - October 2008
Job Ld Credit Risk Analyst at USAA
Industry Banking
Experience
USAA June 2013 - Present
USAA August 2012 - June 2013
Wachovia December 1998 - October 2008
Skills
Banking, Process Improvement, Business Analysis, Loans, Risk Management, Credit, Loan Origination, Mortgage Lending, Financial Services, SDLC
Education
Wayland Baptist University 2008 — 2010
Master of Business Administration (M.B.A.)
University of Alaska Anchorage 1995 — 1997
Bachelor's Degree, History
USAA June 2013 - Present
USAA August 2012 - June 2013
Wachovia December 1998 - October 2008
Skills
Banking, Process Improvement, Business Analysis, Loans, Risk Management, Credit, Loan Origination, Mortgage Lending, Financial Services, SDLC
Education
Wayland Baptist University 2008 — 2010
Master of Business Administration (M.B.A.)
University of Alaska Anchorage 1995 — 1997
Bachelor's Degree, History
Kelly Kucsma's Wachovia Experience June 2007 - August 2009
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2009 - Present
Wachovia June 2007 - August 2009
Wachovia May 2006 - June 2007
Wachovia Securities, fka American Mortgage Network November 2001 - May 2006
American Residential Investment Trust April 1999 - November 2001
Bank of America May 1996 - April 1999
ITT Residential Capital Servicing Corporation, fka Bowest Corporation June 1985 - February 1996
Skills
Mortgage Lending, Loan Servicing, Portfolio Management, Finance, Mortgage Banking, Banking, Warehouse Lending, Risk Management, Operations Management, Operational Risk..., Change Management, Loan Origination
Education
University of California, San Diego 1984 — 1989
B.A., Economics
Wells Fargo Securities August 2009 - Present
Wachovia June 2007 - August 2009
Wachovia May 2006 - June 2007
Wachovia Securities, fka American Mortgage Network November 2001 - May 2006
American Residential Investment Trust April 1999 - November 2001
Bank of America May 1996 - April 1999
ITT Residential Capital Servicing Corporation, fka Bowest Corporation June 1985 - February 1996
Skills
Mortgage Lending, Loan Servicing, Portfolio Management, Finance, Mortgage Banking, Banking, Warehouse Lending, Risk Management, Operations Management, Operational Risk..., Change Management, Loan Origination
Education
University of California, San Diego 1984 — 1989
B.A., Economics
DJ Mai's Wachovia Experience July 2007 - September 2009
Job BSA Compliance Officer at Bank of the West
Industry Banking
Experience
Bank of the West May 2015 - Present
JP Morgan Chase March 2010 - April 2015
Wachovia July 2007 - September 2009
World Savings 2005 - 2007
World Savings 2003 - 2005
Skills
Banking, Credit, Auditing, Commercial Banking, Credit Analysis, Financial Analysis, Investments, Leadership, Loans, Management, Mortgage Lending, Retail Banking, Risk Management, Training, Finance, Financial Services, Portfolio Management
Education
University of California, San Diego 1997 — 2001
BA, Economics
Bank of the West May 2015 - Present
JP Morgan Chase March 2010 - April 2015
Wachovia July 2007 - September 2009
World Savings 2005 - 2007
World Savings 2003 - 2005
Skills
Banking, Credit, Auditing, Commercial Banking, Credit Analysis, Financial Analysis, Investments, Leadership, Loans, Management, Mortgage Lending, Retail Banking, Risk Management, Training, Finance, Financial Services, Portfolio Management
Education
University of California, San Diego 1997 — 2001
BA, Economics
Jacqueline Jackson Beirne's Wachovia Experience October 2006 - January 2012
Job Regional Sales Consultant
Industry Financial Services
Experience
Prudential Financial January 2012 - Present
Wachovia October 2006 - January 2012
Salomon Brothers 2003 - 2005
Skills
Series 7, Mutual Funds, Relationship Management, Banking, Sales Management, Series 65, Series 63, Financial Analysis, Investments, Investment Advisory, Financial Services, Asset Allocation, Securities, Retirement, Financial Advisory, Asset Management, Investment Strategies, Retirement Planning, Life Insurance
Education
University of Alabama 1997 — 2002
Master of Business Administration (MBA), Finance, General
University of Alabama 1997 — 1999
Bachelor of Arts (BA), Political Science and Government
Prudential Financial January 2012 - Present
Wachovia October 2006 - January 2012
Salomon Brothers 2003 - 2005
Skills
Series 7, Mutual Funds, Relationship Management, Banking, Sales Management, Series 65, Series 63, Financial Analysis, Investments, Investment Advisory, Financial Services, Asset Allocation, Securities, Retirement, Financial Advisory, Asset Management, Investment Strategies, Retirement Planning, Life Insurance
Education
University of Alabama 1997 — 2002
Master of Business Administration (MBA), Finance, General
University of Alabama 1997 — 1999
Bachelor of Arts (BA), Political Science and Government
Laura Katherine Schembri's Wachovia Experience June 2005 - September 2008
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2014 - Present
Alvarez and Marsal March 2009 - May 2014
Wachovia June 2005 - September 2008
Skills
Mergers, Investment Banking, Restructuring, Strategy, Banking, Financial Modeling, Valuation, Private Equity, Due Diligence, Corporate Finance, Financial Analysis, Capital Markets, Bloomberg, Equities, Investments, Venture Capital, LBO, Portfolio Management, Business Valuation, Fixed Income, Management Consulting, Mergers & Acquisitions
Education
University of Arkansas 2001 — 2005
BSBA, Finance, Spanish
Universidad Carlos III de Madrid
Finance, Economics, International Business
Credit Suisse May 2014 - Present
Alvarez and Marsal March 2009 - May 2014
Wachovia June 2005 - September 2008
Skills
Mergers, Investment Banking, Restructuring, Strategy, Banking, Financial Modeling, Valuation, Private Equity, Due Diligence, Corporate Finance, Financial Analysis, Capital Markets, Bloomberg, Equities, Investments, Venture Capital, LBO, Portfolio Management, Business Valuation, Fixed Income, Management Consulting, Mergers & Acquisitions
Education
University of Arkansas 2001 — 2005
BSBA, Finance, Spanish
Universidad Carlos III de Madrid
Finance, Economics, International Business
Nancy Jew's Wachovia Experience 2001 - 2008
Job Real Estate Professional
Industry Real Estate
Experience
Wachovia 2001 - 2008
Education
University of California, Berkeley
Bachelor of Arts
Wachovia 2001 - 2008
Education
University of California, Berkeley
Bachelor of Arts
Chi-Fan Hu's Wachovia Experience June 2005 - October 2009
Job PC/Lan Analyst IV at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2009 - Present
Wachovia June 2005 - October 2009
SouthTrust Bank 1999 - 2005
SouthTrust Bank 1999 - 2001
Skills
Business Analysis, SDLC, Customer Service, Project Portfolio..., IT Management, Management, Microsoft Office, Project Management, Troubleshooting, Disaster Recovery, Leadership, Banking
Education
University of Alabama at Birmingham 1991 — 2003
Management, Information Systems
Wells Fargo October 2009 - Present
Wachovia June 2005 - October 2009
SouthTrust Bank 1999 - 2005
SouthTrust Bank 1999 - 2001
Skills
Business Analysis, SDLC, Customer Service, Project Portfolio..., IT Management, Management, Microsoft Office, Project Management, Troubleshooting, Disaster Recovery, Leadership, Banking
Education
University of Alabama at Birmingham 1991 — 2003
Management, Information Systems
Mircea Pigli's Wachovia Experience September 2008 - November 2008
Job Vice President, Economic Capital and Portfolio Analytics Manager at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank February 2015 - Present
Fifth Third Bank November 2008 - February 2015
Wachovia September 2008 - November 2008
Fifth Third Bank 2005 - 2008
JPMorgan Chase 1999 - 2005
Skills
Stress Testing, - Economic Capital, Credit Risk modeling, Operational Risk..., RAROC/Risk-adjusted..., CCAR and Dodd-Frank..., Model Validation, VBA Programming, SAS Progarmming, Model Uncertainty, Risk Appetite framework
Education
University of Chicago 1992 — 1999
PhD (ABD), Theoretical and Mathematical Physics, 4.0/4.0
Universitatea din București / University of Bucharest 1986 — 1987
Master of Science, Theoretical Physics, 10.0/10.0
Universitatea de Vest din Timișoara 1982 — 1986
Bachelor of Science, Theoretical Physics, 10.0/10.0
Fifth Third Bank February 2015 - Present
Fifth Third Bank November 2008 - February 2015
Wachovia September 2008 - November 2008
Fifth Third Bank 2005 - 2008
JPMorgan Chase 1999 - 2005
Skills
Stress Testing, - Economic Capital, Credit Risk modeling, Operational Risk..., RAROC/Risk-adjusted..., CCAR and Dodd-Frank..., Model Validation, VBA Programming, SAS Progarmming, Model Uncertainty, Risk Appetite framework
Education
University of Chicago 1992 — 1999
PhD (ABD), Theoretical and Mathematical Physics, 4.0/4.0
Universitatea din București / University of Bucharest 1986 — 1987
Master of Science, Theoretical Physics, 10.0/10.0
Universitatea de Vest din Timișoara 1982 — 1986
Bachelor of Science, Theoretical Physics, 10.0/10.0
Mercedes Roman-Graham's Wachovia Experience August 2003 - October 2008
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Home Mortgage December 2013 - Present
Wachovia August 2003 - October 2008
Skills
Banking, Credit, Credit Analysis, Investments, Loans, Mortgage Banking, Mortgage Lending, Portfolio Management, Retirement Planning, Wealth Management, Consumer Lending, Loan Origination, Residential Mortgages, Refinance
Education
Universidad de Puerto Rico 1993 — 1999
Bachelors, Elementary Physical Education
Universidad de Puerto Rico 1993 — 1999
Associates, Social Science
Universidad Metropolitana
Leisure Services
Wells Fargo Home Mortgage December 2013 - Present
Wachovia August 2003 - October 2008
Skills
Banking, Credit, Credit Analysis, Investments, Loans, Mortgage Banking, Mortgage Lending, Portfolio Management, Retirement Planning, Wealth Management, Consumer Lending, Loan Origination, Residential Mortgages, Refinance
Education
Universidad de Puerto Rico 1993 — 1999
Bachelors, Elementary Physical Education
Universidad de Puerto Rico 1993 — 1999
Associates, Social Science
Universidad Metropolitana
Leisure Services
Jim O'Neal's Wachovia Experience September 2007 - November 2007
Job Financial Consultant at MetLife
Industry Banking
Experience
MetLife September 2015 - Present
MetLife August 2013 - September 2015
Bank of America January 2010 - August 2013
Wachovia, A Wells Fargo Company November 2007 - July 2009
Wachovia September 2007 - November 2007
Wachovia 2005 - 2007
Skills
Monthly Reporting, Monthly Close, Essbase, Variance Analysis, Ad Hoc Reporting, Excel, Access, PowerPoint, Outlook, Pivot Tables, Database Administration, Databases, Financial Reporting, Performance Reporting, Partnering, Strategic Partnerships, Financial Forecasting, Trend Forecasting, Budget Process, Expense Management, Trend Analysis, Problem Solving, Microsoft Excel, Loans, Banking, Budgets, Corporate Finance, Internal Controls, Management, Analysis, Finance, Financial Analysis
Education
University of Alabama at Birmingham 2004 — 2007
Bachelor, Accounting, Finance, Business Administration
MetLife September 2015 - Present
MetLife August 2013 - September 2015
Bank of America January 2010 - August 2013
Wachovia, A Wells Fargo Company November 2007 - July 2009
Wachovia September 2007 - November 2007
Wachovia 2005 - 2007
Skills
Monthly Reporting, Monthly Close, Essbase, Variance Analysis, Ad Hoc Reporting, Excel, Access, PowerPoint, Outlook, Pivot Tables, Database Administration, Databases, Financial Reporting, Performance Reporting, Partnering, Strategic Partnerships, Financial Forecasting, Trend Forecasting, Budget Process, Expense Management, Trend Analysis, Problem Solving, Microsoft Excel, Loans, Banking, Budgets, Corporate Finance, Internal Controls, Management, Analysis, Finance, Financial Analysis
Education
University of Alabama at Birmingham 2004 — 2007
Bachelor, Accounting, Finance, Business Administration
Patty McInnes's Wachovia Experience May 2007 - December 2007
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Janice Moua's Wachovia Experience June 2006 - June 2009
Job Compensation Analyst at AAANCNU
Industry Insurance
Experience
AAA-NCNU July 2015 - Present
First Republic Bank December 2014 - May 2015
MUFG Union Bank, N.A. July 2009 - December 2014
Wachovia June 2006 - June 2009
World Savings January 2004 - June 2006
University of California, Irvine February 2002 - June 2003
Skills
Access, Loans, Mortgage Lending, Executive Pay, Incentive Programs, Deferred Compensation, Testing, Databases, Visio, Microsoft Excel, SharePoint, Pivot Tables, Database Queries, Analysis, Customer Service, Human Resources, Leadership, Management, Microsoft Office, Payroll, PeopleSoft, Process Improvement, Software Documentation, Time Management, Training, Banking, Business Analysis, Data Analysis, Teamwork
Education
University of California, Irvine 1999 — 2003
BA, Economics / Minor: Management
AAA-NCNU July 2015 - Present
First Republic Bank December 2014 - May 2015
MUFG Union Bank, N.A. July 2009 - December 2014
Wachovia June 2006 - June 2009
World Savings January 2004 - June 2006
University of California, Irvine February 2002 - June 2003
Skills
Access, Loans, Mortgage Lending, Executive Pay, Incentive Programs, Deferred Compensation, Testing, Databases, Visio, Microsoft Excel, SharePoint, Pivot Tables, Database Queries, Analysis, Customer Service, Human Resources, Leadership, Management, Microsoft Office, Payroll, PeopleSoft, Process Improvement, Software Documentation, Time Management, Training, Banking, Business Analysis, Data Analysis, Teamwork
Education
University of California, Irvine 1999 — 2003
BA, Economics / Minor: Management
Alicia Prael's Wachovia Experience 2007 - 2009
Job Vice President, Property Portfolio Manager
Industry Real Estate
Experience
Wells Fargo 2009 - Present
Wachovia 2007 - 2009
World Savings June 2002 - June 2007
Management Solutions 1997 - 2001
Skills
Asset Management, Asset Managment, Contract Negotiation, Corporate Real Estate, Lease Administration, Property Management, Real Estate, Customer Service, Program Management, Leases
Education
University of California, Berkeley 1979 — 1983
BA, Humanities
Wells Fargo 2009 - Present
Wachovia 2007 - 2009
World Savings June 2002 - June 2007
Management Solutions 1997 - 2001
Skills
Asset Management, Asset Managment, Contract Negotiation, Corporate Real Estate, Lease Administration, Property Management, Real Estate, Customer Service, Program Management, Leases
Education
University of California, Berkeley 1979 — 1983
BA, Humanities
Angel Zapata's Wachovia Experience May 2008 - January 2010
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2010 - Present
Wachovia May 2008 - January 2010
Northern Trust 2001 - 2008
BrightLight Communications 1996 - 2001
National Latino Communications Center 1995 - 1996
Puerto Rican Legal Defense and Education Fund 1994 - 1995
KCET 1991 - 1994
The Joyce Foundation June 1986 - February 1991
Skills
Loans, Public Speaking, Fundraising, Affordable Housing, Non-profits, Community Outreach, Nonprofits, Banking, Financial Education, Community Development, Strategic Planning, Public Policy, Asset Management, Strategy, Program Management, Financial Analysis, Portfolio Management, Investments, Leadership, Business Development, Financial Services, Credit, Commercial Lending, Wealth Management, Consumer Lending, Mortgage Lending, Investment Advisory, Mutual Funds, Asset Allocation, Retirement Planning, Finance, Strategic Financial..., Small Business, Relationship Management, Risk Management, Marketing, Financial Planning, Management, Program Development, Event Planning, Grant Writing, Volunteer Management, Analysis
Education
Pacific Coast Banking School at the University of Washington
Executive management program focusing on risk management, financial performance and leadership.
University of Southern California - Marshall School of Business
MBA
University of California, Los Angeles
BA, Political Science with dual concentrations in International Relations and Public Administration
Lane Tech High School
Pre-Engineering
Wells Fargo January 2010 - Present
Wachovia May 2008 - January 2010
Northern Trust 2001 - 2008
BrightLight Communications 1996 - 2001
National Latino Communications Center 1995 - 1996
Puerto Rican Legal Defense and Education Fund 1994 - 1995
KCET 1991 - 1994
The Joyce Foundation June 1986 - February 1991
Skills
Loans, Public Speaking, Fundraising, Affordable Housing, Non-profits, Community Outreach, Nonprofits, Banking, Financial Education, Community Development, Strategic Planning, Public Policy, Asset Management, Strategy, Program Management, Financial Analysis, Portfolio Management, Investments, Leadership, Business Development, Financial Services, Credit, Commercial Lending, Wealth Management, Consumer Lending, Mortgage Lending, Investment Advisory, Mutual Funds, Asset Allocation, Retirement Planning, Finance, Strategic Financial..., Small Business, Relationship Management, Risk Management, Marketing, Financial Planning, Management, Program Development, Event Planning, Grant Writing, Volunteer Management, Analysis
Education
Pacific Coast Banking School at the University of Washington
Executive management program focusing on risk management, financial performance and leadership.
University of Southern California - Marshall School of Business
MBA
University of California, Los Angeles
BA, Political Science with dual concentrations in International Relations and Public Administration
Lane Tech High School
Pre-Engineering
Britton Hennessey's Wachovia Experience 1991 - 2008
Job at
Industry Real Estate
Experience
US Bank January 2015 - Present
Wells Fargo Home Mortgage February 2014 - Present
Bank of America June 2012 - February 2014
World Savings 1991 - 2008
Wachovia 1991 - 2008
Skills
Mortgage Lending, Loans, FHA, Loan Origination, Refinance, Credit, Residential Mortgages, Underwriting, FHA financing, Credit Analysis, Mortgage Underwriting, Real Estate
Education
University of California, Santa Barbara 1988 — 1991
BA, Political Science
US Bank January 2015 - Present
Wells Fargo Home Mortgage February 2014 - Present
Bank of America June 2012 - February 2014
World Savings 1991 - 2008
Wachovia 1991 - 2008
Skills
Mortgage Lending, Loans, FHA, Loan Origination, Refinance, Credit, Residential Mortgages, Underwriting, FHA financing, Credit Analysis, Mortgage Underwriting, Real Estate
Education
University of California, Santa Barbara 1988 — 1991
BA, Political Science
Jan Branch's Wachovia Experience 2005 - 2008
Job Paralegal 3 at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank November 2010 - Present
HomEq 1996 - Present
HomEq Servicing-Barclays Capital 1996 - Present
Barclays 2006 - October 2010
Wachovia 2005 - 2008
Hillhaven 1995 - 1996
Education
University of California, Davis 1969 — 1973
BA, History
Wells Fargo Bank November 2010 - Present
HomEq 1996 - Present
HomEq Servicing-Barclays Capital 1996 - Present
Barclays 2006 - October 2010
Wachovia 2005 - 2008
Hillhaven 1995 - 1996
Education
University of California, Davis 1969 — 1973
BA, History
Chandra Hutchins's Wachovia Experience 2006 - 2009
Job Licensed REALTOR/Operations Coordinator at LMH Realty, LLC
Industry Real Estate
Experience
LMH Realty, LLC November 2013 - Present
LMH Solutions, LLC June 2010 - Present
Wachovia 2006 - 2009
Skills
Real Estate, Customer Service, Sales, QuickBooks, Social Media, Marketing, Marketing Communications, Social Media Marketing, Strategic Planning, Event Planning, Microsoft Office, Advertising, Negotiation
Education
The University of Alabama 1999 — 2003
Bachelor of Science (B.S.), Commerce and Business Administration
University of Alabama 1999 — 2003
Bachelors, Marketing
LMH Realty, LLC November 2013 - Present
LMH Solutions, LLC June 2010 - Present
Wachovia 2006 - 2009
Skills
Real Estate, Customer Service, Sales, QuickBooks, Social Media, Marketing, Marketing Communications, Social Media Marketing, Strategic Planning, Event Planning, Microsoft Office, Advertising, Negotiation
Education
The University of Alabama 1999 — 2003
Bachelor of Science (B.S.), Commerce and Business Administration
University of Alabama 1999 — 2003
Bachelors, Marketing
Sarah Broderick's Wachovia Experience November 2005 - May 2009
Job Secondary Marketing Analyst at Bexil American Mortgage Inc.
Industry Banking
Experience
Bexil American Mortgage Inc. June 2012 - Present
Vertice/Wachovia November 2005 - May 2009
Wachovia November 2005 - May 2009
Skills
Capital Markets, Banking, Loans, Mortgage Lending, Credit Analysis, Commercial Banking, Investments, Financial Analysis, Risk Management, Financial Services
Education
State University of New York at Buffalo 2000 — 2005
Bachelor of Science (BS), Business Administration and Management, Finance
Bexil American Mortgage Inc. June 2012 - Present
Vertice/Wachovia November 2005 - May 2009
Wachovia November 2005 - May 2009
Skills
Capital Markets, Banking, Loans, Mortgage Lending, Credit Analysis, Commercial Banking, Investments, Financial Analysis, Risk Management, Financial Services
Education
State University of New York at Buffalo 2000 — 2005
Bachelor of Science (BS), Business Administration and Management, Finance
Gloria Ehmann's Wachovia Experience BUSINESS SYTEM CONSULTANTWachovia, A Wells Fargo Company1991 - Present
Job vice president at Wachovia
Industry Banking
Experience
Wachovia BUSINESS SYTEM CONSULTANTWachovia, A Wells Fargo Company1991 - Present
Education
UCLA Anderson School of Management 2010 — 2010
LATINO LEADERS PROGRAM
Wachovia BUSINESS SYTEM CONSULTANTWachovia, A Wells Fargo Company1991 - Present
Education
UCLA Anderson School of Management 2010 — 2010
LATINO LEADERS PROGRAM
Lytia Zazzeron (Emms)'s Wachovia Experience January 2009 - January 2010
Job Store Team Leader at Target
Industry Retail
Experience
Target February 2015 - Present
Target May 2013 - January 2015
Target September 2011 - May 2013
Target January 2010 - September 2011
Wachovia January 2009 - January 2010
Mervyns June 2007 - October 2008
Skills
Loss Prevention, Driving Results, Store Management, Merchandising, Retail, Inventory Management, Inventory Control, Visual Merchandising, Customer Service, Leadership, Big Box, Team Building, Management, Store Operations, Employee Training, Hiring, Team Leadership, Sales, Training, Profit
Education
University of California, Riverside 2002 — 2007
Bachelor of Arts, History
Target February 2015 - Present
Target May 2013 - January 2015
Target September 2011 - May 2013
Target January 2010 - September 2011
Wachovia January 2009 - January 2010
Mervyns June 2007 - October 2008
Skills
Loss Prevention, Driving Results, Store Management, Merchandising, Retail, Inventory Management, Inventory Control, Visual Merchandising, Customer Service, Leadership, Big Box, Team Building, Management, Store Operations, Employee Training, Hiring, Team Leadership, Sales, Training, Profit
Education
University of California, Riverside 2002 — 2007
Bachelor of Arts, History
Yama Jamili's Wachovia Experience 2007 - 2010
Job Wealth Management Market Leader at Bank of the West BNP Paribas
Industry Banking
Experience
Bank of the West - BNP Paribas Wealth Management May 2013 - Present
Bank of the West - BNP Paribas Wealth Management April 2011 - Present
Wells Fargo July 2007 - April 2011
Wachovia 2007 - 2010
Wachovia 2007 - 2010
Skills
Banking, Credit, Wealth Management, Commercial Lending, Series 7, Investments, Retirement Planning, Small Business Lending, Loans, Credit Analysis, Commercial Banking, Portfolio Management
Education
University of California, San Diego
Economics, Economics and Law & Society
Bank of the West - BNP Paribas Wealth Management May 2013 - Present
Bank of the West - BNP Paribas Wealth Management April 2011 - Present
Wells Fargo July 2007 - April 2011
Wachovia 2007 - 2010
Wachovia 2007 - 2010
Skills
Banking, Credit, Wealth Management, Commercial Lending, Series 7, Investments, Retirement Planning, Small Business Lending, Loans, Credit Analysis, Commercial Banking, Portfolio Management
Education
University of California, San Diego
Economics, Economics and Law & Society
Shea Wood's Wachovia Experience 2005 - 2007
Job Vice President Commercial Portfolio Manager at Reliant Bank
Industry Banking
Experience
Reliant Bank June 2015 - Present
First Advantage Bank (FABK) May 2014 - May 2015
First Advantage Bank (FABK) July 2013 - May 2015
Regions Financial Corporation August 2011 - June 2013
Regions Bank January 2009 - September 2011
Regions Bank October 2007 - January 2009
Wachovia 2005 - 2007
Wells Fargo 2004 - 2005
Wells Fargo 2004 - 2005
Skills
Loans, Leadership, Commercial Lending, Underwriting, Finance, Financial Risk, Credit, Cash Flow, Mortgage Lending, Refinance, Real Estate, Banking, Insurance, Lines Of Credit, Small Business Lending, Commercial Banking, SBA, Loan Origination, Credit Analysis, Analysis, Credit Risk, Portfolio Management, Mortgage Banking, Asset Based Lending, Consumer Lending, Retail Banking, Cross Selling, Commercial Mortgages, Treasury Management, Risk Management, Loan Servicing, Financial Analysis, Financial Services
Education
University of Alabama 2000 — 2004
Bachelor, Marketing
Battle Ground Academy
Reliant Bank June 2015 - Present
First Advantage Bank (FABK) May 2014 - May 2015
First Advantage Bank (FABK) July 2013 - May 2015
Regions Financial Corporation August 2011 - June 2013
Regions Bank January 2009 - September 2011
Regions Bank October 2007 - January 2009
Wachovia 2005 - 2007
Wells Fargo 2004 - 2005
Wells Fargo 2004 - 2005
Skills
Loans, Leadership, Commercial Lending, Underwriting, Finance, Financial Risk, Credit, Cash Flow, Mortgage Lending, Refinance, Real Estate, Banking, Insurance, Lines Of Credit, Small Business Lending, Commercial Banking, SBA, Loan Origination, Credit Analysis, Analysis, Credit Risk, Portfolio Management, Mortgage Banking, Asset Based Lending, Consumer Lending, Retail Banking, Cross Selling, Commercial Mortgages, Treasury Management, Risk Management, Loan Servicing, Financial Analysis, Financial Services
Education
University of Alabama 2000 — 2004
Bachelor, Marketing
Battle Ground Academy
Chris Payne's Wachovia Experience 2005 - 2008
Job Loan Specialist at US Small Business Administration
Industry Government Administration
Experience
US Small Business Administration August 2009 - Present
U.S. Small Business Administration 2009 - Present
Wachovia 2005 - 2008
Skills
Small Business Lending, Credit, Loans, Commercial Banking, Commercial Lending, Credit Analysis, Underwriting, Business Development, Loan Origination, Management, Team Management, Business Acquisition, Mortgage Banking, Banking, Commercial Mortgages, Consumer Lending, Finance, Mortgage Lending, Portfolio Management
Education
UCLA
Bachelor of Arts (B.A.)
US Small Business Administration August 2009 - Present
U.S. Small Business Administration 2009 - Present
Wachovia 2005 - 2008
Skills
Small Business Lending, Credit, Loans, Commercial Banking, Commercial Lending, Credit Analysis, Underwriting, Business Development, Loan Origination, Management, Team Management, Business Acquisition, Mortgage Banking, Banking, Commercial Mortgages, Consumer Lending, Finance, Mortgage Lending, Portfolio Management
Education
UCLA
Bachelor of Arts (B.A.)
IDALINA FONSECA's Wachovia Experience February 2013 - June 2014
Job PERSONAL BANKER at WELLSFARGO BANK
Industry Banking
Experience
WELLSFARGO BANK May 2014 - Present
WACHOVIA February 2013 - June 2014
Wells Fargo January 2008 - February 2013
Skills
Banking, Credit, Loans, Retail Banking, Consumer Lending, Commercial Banking, Customer Service, Mortgage Lending, Cross Selling, Call Centers, Customer Satisfaction, ITIL, Process Improvement, Relationship Management, Small Business Lending
Education
Union College 1985 — 1991
WELLSFARGO BANK May 2014 - Present
WACHOVIA February 2013 - June 2014
Wells Fargo January 2008 - February 2013
Skills
Banking, Credit, Loans, Retail Banking, Consumer Lending, Commercial Banking, Customer Service, Mortgage Lending, Cross Selling, Call Centers, Customer Satisfaction, ITIL, Process Improvement, Relationship Management, Small Business Lending
Education
Union College 1985 — 1991
Christopher Curcio's Wachovia Experience June 2004 - August 2004
Job Sales Associate
Industry Financial Services
Experience
J.P. Morgan February 2010 - Present
GAIN Capital April 2007 - February 2010
GAIN Capital April 2007 - July 2008
K. Hovnanian Homes June 2005 - August 2005
Wachovia June 2004 - August 2004
N.J. Cardinals June 2003 - August 2003
Skills
Equities, Bloomberg, Fixed Income, Series 7, Securities, Investments, Capital Markets, Structured Notes, Financial Markets, Alternative Investments, Financial Services, Options, Trading, Trading Systems, FINRA, Microsoft Office, Hedge Funds, Relationship Management, Mutual Funds, Bonds, Microsoft Excel, Emerging Markets, Customer Service, Equity Derivatives, Sales, Structured Products, Foreign Exchange, ETFs, Salesforce.com, Series 66
Education
Union College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Blair Academy 1998 — 2002
J.P. Morgan February 2010 - Present
GAIN Capital April 2007 - February 2010
GAIN Capital April 2007 - July 2008
K. Hovnanian Homes June 2005 - August 2005
Wachovia June 2004 - August 2004
N.J. Cardinals June 2003 - August 2003
Skills
Equities, Bloomberg, Fixed Income, Series 7, Securities, Investments, Capital Markets, Structured Notes, Financial Markets, Alternative Investments, Financial Services, Options, Trading, Trading Systems, FINRA, Microsoft Office, Hedge Funds, Relationship Management, Mutual Funds, Bonds, Microsoft Excel, Emerging Markets, Customer Service, Equity Derivatives, Sales, Structured Products, Foreign Exchange, ETFs, Salesforce.com, Series 66
Education
Union College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Blair Academy 1998 — 2002
Marc Gamble's Wachovia Experience June 2005 - June 2008
Job Independent Contractor Compliance Investigation Firm
Industry Writing and Editing
Experience
Independent Contractor - Compliance Investigation Firm October 2014 - Present
Wachovia June 2005 - June 2008
World Savings 1989 - 2005
Skills
Copy Editing, Proofreading, Editing, Copywriting, Web Content, Journalism
Education
University of Arizona
BA, English, Spanish Literature
Independent Contractor - Compliance Investigation Firm October 2014 - Present
Wachovia June 2005 - June 2008
World Savings 1989 - 2005
Skills
Copy Editing, Proofreading, Editing, Copywriting, Web Content, Journalism
Education
University of Arizona
BA, English, Spanish Literature
Jack Alsdurf's Wachovia Experience 1996 - 2011
Job IT Manager
Industry Telecommunications
Experience
Tyler Technologies December 2013 - Present
Wachovia 1996 - 2011
Skills
Disaster Recovery, Vendor Management, SDLC, Business Analysis, SharePoint, SQL, Software Project..., IT Management, Visio, Microsoft SQL Server, Leadership, Team Leadership, Management, Networking, DNS, DHCP, Cisco Technologies, Microsoft Technologies, Enterprise Architecture, Integration
Education
University of Alabama in Huntsville 1988 — 1992
Bachelor's degree
Tyler Technologies December 2013 - Present
Wachovia 1996 - 2011
Skills
Disaster Recovery, Vendor Management, SDLC, Business Analysis, SharePoint, SQL, Software Project..., IT Management, Visio, Microsoft SQL Server, Leadership, Team Leadership, Management, Networking, DNS, DHCP, Cisco Technologies, Microsoft Technologies, Enterprise Architecture, Integration
Education
University of Alabama in Huntsville 1988 — 1992
Bachelor's degree
marcela gambardella's Wachovia Experience May 2007 - March 2011
Job Consumer Banking Specialist at EverBank, National Banking Center.
Industry Banking
Experience
EverBank October 2012 - Present
Wellsfargo June 2011 - September 2012
Wachovia May 2007 - March 2011
First Union/ Wachovia February 1997 - May 2007
Skills
Bilingual-Spanish, Bilingual, Banking, Management, Commercial Banking, Credit, Financial Analysis, Finance, Risk Management, Portfolio Management, Leadership, Mortgage Lending, Bilingual Communications
Education
Universidad José María Vargas 1985 — 1990
Bachellor Degree, Business Administration and Management, General
EverBank October 2012 - Present
Wellsfargo June 2011 - September 2012
Wachovia May 2007 - March 2011
First Union/ Wachovia February 1997 - May 2007
Skills
Bilingual-Spanish, Bilingual, Banking, Management, Commercial Banking, Credit, Financial Analysis, Finance, Risk Management, Portfolio Management, Leadership, Mortgage Lending, Bilingual Communications
Education
Universidad José María Vargas 1985 — 1990
Bachellor Degree, Business Administration and Management, General
Slobodan Simikic's Wachovia Experience 2007 - 2008
Job Coordinator / Account Manager at SunTrust Mortgage
Industry Banking
Experience
SUNTRUST MORTGAGE January 2012 - December 2013
ACCOUNTING PRINCIPALS 2010 - 2011
US DEPARTMENT OF COMMERCE, US CENSUS BUREAU 2010 - 2010
WACHOVIA 2007 - 2008
BANK OF AMERICA, LAGUNA NIGUEL 2005 - 2007
BANK OF AMERICA 2002 - 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Windows, Research, Teaching, Photoshop, Mortgage Lending, Loans, Management, Sales
Education
University of Belgrade
Bachelor's degree, Economics
SUNTRUST MORTGAGE January 2012 - December 2013
ACCOUNTING PRINCIPALS 2010 - 2011
US DEPARTMENT OF COMMERCE, US CENSUS BUREAU 2010 - 2010
WACHOVIA 2007 - 2008
BANK OF AMERICA, LAGUNA NIGUEL 2005 - 2007
BANK OF AMERICA 2002 - 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Windows, Research, Teaching, Photoshop, Mortgage Lending, Loans, Management, Sales
Education
University of Belgrade
Bachelor's degree, Economics
Erika Leung's Wachovia Experience March 2003 - July 2008
Job Real Estate Professional
Industry Real Estate
Experience
Chicago Title February 2009 - August 2012
Wachovia March 2003 - July 2008
Education
University of California, Davis 1996 — 2000
Bachelor of Science (B.S.), Managerial Economics
Chicago Title February 2009 - August 2012
Wachovia March 2003 - July 2008
Education
University of California, Davis 1996 — 2000
Bachelor of Science (B.S.), Managerial Economics
Bettie DAVIS's Wachovia Experience 1995 - April 2006
Job Experienced Writer and Caregiving Consultant
Industry
Experience
Independent Contractor July 2006 - April 2014
Wachovia 1995 - April 2006
Self June 1994 - June 1995
Birmingham World January 1990 - June 1994
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Editing, Writing
Education
University of Alabama
Bachelor's Degree, Journalism
Independent Contractor July 2006 - April 2014
Wachovia 1995 - April 2006
Self June 1994 - June 1995
Birmingham World January 1990 - June 1994
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Editing, Writing
Education
University of Alabama
Bachelor's Degree, Journalism
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.