Wachovia / First Union
Industry: Financial services company
DescriptionWachovia was a diversified financial services company based in Charlotte, North Carolina. Before its acquisition by Wells Fargo and Company in 2008, Wachovia was the fourth-largest bank holding company in the United States, based on total assets. Headquarters: Charlotte, NC Acquisition date: December 31, 2008 Founded: June 16, 1879 Parent organization: Wells Fargo Subsidiaries: Wells Fargo Advisors, Wachovia Service Corp,
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Wachovia / First Union Employees
Go 2 Girl 4 Rentals, LLC September 2009 - Present
Wachovia May 2006 - September 2008
Wachovia April 2001 - May 2006
Wachovia May 2000 - April 2002
Wachovia / First Union May 1998 - April 2000
First Data Health Systems Group/American Express November 1988 - April 1998
Skills
Real Estate, Investment Properties, Contract Negotiation, Negotiation, Management, Property Management, Leadership, Real Estate Financing, Real Estate Investment, Training, Investments, Software Documentation, Selling, Change Management, Contract Management, Project Management, Sales, Finance, Mergers & Acquisitions, Business Analysis, Sourcing, Real Estate Transactions, Supply Chain Management, Residential Homes
Education
University of North Carolina at Charlotte 1976 — 1980
Bachelor's degree
George Washington University School of Business 2005 — 2006
Business Analyst Certification
IBM Helix Facilitation
Certification, Business Productivity
Information Technology Infrastructure Library (ITIL)
Certification
Central Piedmont Community College 2006 — 2006
Six Sigma Green Belt Certification, Business management strategy
Instructor for Professional in Supply Management (CPSM)
Supply Management
The Q Works Group Executive Recruiting November 2010 - Present
ComForcare Home Care; Charlotte, NC February 2009 - December 2010
Affordable Home Care; Charlotte, NC February 2008 - February 2009
Wachovia / First Union 1986 - 2003
Skills
Recruiting, Manufacturing, Hiring, Customer Service, Screening, Account Management, Human Resources, Sales, Project Planning, Technical Recruiting, Process Engineering, Talent Acquisition, Executive Search, Business Planning, Sourcing, Sales Management, Program Management, New Business Development, Procurement, Engineering
Education
Clemson University 1982 — 1986
BS, Business
Ashbrook High School
Prosperity Community Connection, Inc. January 2005 - Present
Retired November 2009 - December 2009
WACHOVIA / FIRST UNION January 1990 - January 2009
Concord First Assembly 2003 - 2007
FIRST GEORGIA BANK / FIRST UNION January 1976 - December 1990
FIRST GEORGIA BANK January 1970 - December 1976
NORTHERN TRUST CO January 1968 - December 1970
Skills
Leadership, Literacy, Spiritual Direction, Change Management, Career Development, Customer Service, Software Documentation, Banking, Management, Process Improvement, Customer Satisfaction, Leadership Development, Risk Management, Public Speaking, Analysis, Coaching, Organizational..., Nonprofits, Research, Staff Development, Human Resources, Training, Strategy, Business Process..., Workshop Facilitation, Project Management, Testing, Program Management, Team Building, Project Planning, Management Consulting, Employee Training, Vendor Management, Community Outreach, Strategic Planning, Team Leadership, Volunteer Management, Volunteering
Education
Southeastern University 2004 — 2005
BS, Church Leadership
Georgia State University 1976 — 1977
Associate Degree, Business
Levridge Resources December 2010 - Present
MeckEd, Mecklenburg Citizens for Public Education May 2008 - November 2010
Teach for America 2007 - 2007
Community School Of the Arts 2003 - 2007
Wachovia / First Union 1983 - 2003
First Union Corporation 1982 - 2003
Skills
Business, Business Strategy, Performance Management, Non-profits, Management Consulting, Executive Management, Strategic Planning, Small Business, Leadership, Start-ups, Grant Writing, Marketing Strategy, Board Development, Public Relations, Marketing, Strategy, Executive Coaching, Leadership Development, Change Management, Organizational..., Public Speaking, Nonprofits, Community Development, Fundraising, Training, Turnaround Experience, Philanthropy, Business assessment and..., Mergers, Management, Strategic Partnerships, Strategic Communications, Nonprofit Leadership, Entrepreneurship, Workshop Facilitation, Human Resources, Social Entrepreneurship, Volunteer Management, Grants, Non-profit..., Program Management, Non-profit Board..., Staff Development
Education
University of North Carolina at Greensboro 1971 — 1975
B.A., English
UNC Kenan-Flagler Business School 2003 — 2004
Wachovia Executive Leadership
Innovation Institute, McColl Center 2010 — 2010
Graduate
Institute of Political Leadership 2010 — 2010
Fellow
Southwire Company 2007 - Present
DTE Energy 2006 - Present
The Dow Chemical Company 2005 - Present
UNC Charlotte 2007 - 2010
Duke Energy May 2007 - May 2009
Wachovia / First Union 1990 - 2008
Duke Energy April 2006 - October 2006
Duke Power 2004 - 2006
Duke Power 2003 - 2004
Duke Energy 1997 - 2003
Skills
Leadership, Public Policy, Community Development, Leadership Development, Strategic Planning, Change Management, Event Planning, Strategic Communications, Policy, Energy, Corporate Communications, Marketing Strategy, Organizational..., Research, Program Management, Crisis Communications, Management, Strategy, Governance, Nonprofits, Proposal Writing, Fundraising, Higher Education, Public Relations, Project Management, Management Consulting, Government, Entrepreneurship, Public Speaking, Training, Team Building, Workshop Facilitation, Community Outreach, Project Planning, Staff Development, Coaching, Volunteer Management, Analysis, Executive Coaching, Business Strategy
Education
The University of Texas at Austin 1975 — 1977
Ph.D.
East Carolina University 1967 — 1972
B.A.; M.A.
Wright Investors' Service June 2013 - Present
Fairfield County Bank January 2004 - November 2012
Wachovia / First Union April 1997 - December 2003
Bank of Boston 1994 - 1997
California Federal Bank 1991 - 1994
Society For Savings 1985 - 1990
Skills
FINRA Series 65, CTFA
Education
Southeastern Trust School at Campbell University 2014 — 2014
Federal Compliance School - Center For Financial Training 2012 — 2012
Stonier National Graduate School of Banking 2009 — 2011
CT School of Finance - CBA 1989 — 1991
University of Bridgeport 1981 — 1984
BS, Finance
Trumbull High School 1976 — 1980
Wells Fargo June 2002 - Present
Wachovia / First Union October 1999 - August 2000
Bowles Hollowell / First Union June 1996 - August 1999
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA
Washington and Lee University 1992 — 1996
BA, Economics
G. Allen & Associates August 2011 - Present
Wells / Wachovia 2008 - July 2011
Wachovia 2004 - 2007
Bank of America 2003 - 2004
Wachovia / First Union 2000 - 2003
Andersen Consulting, LLC / Accenture 1998 - 1999
Mutual Community Savings Bank 1995 - 1998
M&T Bank 1993 - 1995
Skills
Project Management..., Business & Technical..., Issues Resolution, Systems Testing & Reuse, Contract Negotiations, Staff Development, GAP Analysis, Six Sigma, Commercial /Consumer..., Real Estate, Startegy, Outsourcing, Insourcing..., Process Improvement, Portfolio Management
Education
North Carolina Agricultural and Technical State University 1985 — 1991
BS, Finance
North Carolina Agricultural and Technical State University 1991 — 1992
BS, Accounting
Canisius College 1993 — 1993
Accounting
Central Piedmont Community College 2003 — 2003
Six Sigma Certificate
Beal Bank November 2011 - Present
Mark T Novachek November 2010 - November 2011
EMC Mortgage February 2006 - August 2009
EMC Mortgage/Bear Stearns February 2006 - August 2009
JPMorgan Chase February 2006 - August 2009
JP Morgan/Chase: EMC Mortgage 2006 - 2009
JP Morgan Chase (formerly The Bear Stearns Companies) 2006 - 2009
Alan King and Company January 2005 - February 2006
Credit Suisse First Boston 2001 - 2003
Wachovia / First Union August 1997 - September 2001
Education
Pace University 1992 — 1995
BBA and MBA, Accounting
The American College January 2014 - Present
Stalla CFA Study Guides 2000 - 2009
Wachovia & First Union 1987 - 2003
Skills
Alternative Investments, Equities, Asset Allocation, Research, Asset Managment, Editing, Wealth Management, Investment Strategies, Investments, Portfolio Management, Fixed Income
Education
CFA Institute 1987 — 1989
Chartered Financial Analyst, Investments and Securities
UNC Chapel Hill 1985 — 1987
MBA
Wake Forest University 1977 — 1981
Bachelor of Arts (BA), Economics
Bank of America July 2014 - Present
Wells Fargo Securities November 2013 - July 2014
Bank of America December 2012 - November 2013
Wells Fargo January 2008 - October 2012
Wachovia / First Union January 2000 - January 2008
First Union October 1998 - January 2000
First Union January 1998 - January 2000
Skills
Business Analysis, Portfolio Management, Equities, Analysis, Business Process, Strategy, Fixed Income, Investments, Financial Analysis, Requirements Analysis, Project Management, Trading, Asset Allocation, Data Analysis, Financial Modeling, Bloomberg, Investment Management, Derivatives, Alternative Investments, Risk Management, Capital Markets
Education
Queens University of Charlotte
Master of Business Administration (MBA), Finance
Virginia Polytechnic Institute
Bachelor of Arts, Economics