Evergreen Investments
Industry: Investment management company
DescriptionEvergreen Investments was the investment management business of Wachovia. The brand was merged into Wells Fargo Advantage Funds and subsequently phased out following Wells Fargo's acquisition of Wachovia. The brand was officially retired on July 20, 2010. Headquarters: Boston, Massachusetts, United States Parent organization: Wells Fargo Founded: 1932 Defunct: 20 June 2010 Subsidiary: Evergreen Investimentos, Private Equity Arm
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Evergreen Investments Employees
Employee
Years
Job
Industry
Katie Curtin Katie Curtin's Evergreen Investments Experience May 2007 - August 2007
Job Lead Product Marketing Manager Security Solutions at AT&T
Industry Telecommunications
Experience
AT&T March 2015 - Present
AT&T January 2014 - February 2015
AT&T November 2010 - December 2013
AT&T June 2010 - November 2010
OMD June 2009 - August 2009
The Women's Lunch Place May 2008 - August 2008
Evergreen Investments May 2007 - August 2007
Skills
Marketing, Solution Selling, Strategic Planning, Leadership, Management, Cold Calling, Strategy, Sales Process, Data Analysis, Product Development, Social Media, Competitive Analysis, Social Media Marketing, Microsoft Office, Salesforce.com, Account Management, Direct Sales, Retail, Advertising, Telecommunications, Product Marketing, B2B, Sales
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor's degree, Marketing
University of Notre Dame
Marketing
AT&T March 2015 - Present
AT&T January 2014 - February 2015
AT&T November 2010 - December 2013
AT&T June 2010 - November 2010
OMD June 2009 - August 2009
The Women's Lunch Place May 2008 - August 2008
Evergreen Investments May 2007 - August 2007
Skills
Marketing, Solution Selling, Strategic Planning, Leadership, Management, Cold Calling, Strategy, Sales Process, Data Analysis, Product Development, Social Media, Competitive Analysis, Social Media Marketing, Microsoft Office, Salesforce.com, Account Management, Direct Sales, Retail, Advertising, Telecommunications, Product Marketing, B2B, Sales
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor's degree, Marketing
University of Notre Dame
Marketing
Toni Tamborello Toni Tamborello's Evergreen Investments Experience September 2005 - January 2007
Job Regional Vice President Group Retirement Plans
Industry Investment Management
Experience
Ohio National Financial Services June 2014 - Present
Invesco Ltd. June 2010 - June 2014
INVESCO AIM March 2007 - June 2010
Evergreen Investments September 2005 - January 2007
Skills
Direct Sales, Wholesaling Investments, Series 7, Series 65, Series 63, Sales desk, Investments, Sales, Marketing, 401k, Mutual Funds, Management, Retirement, Series 6, Retirement Planning, Sales Operations, Sales Management, Financial Advisory, FINRA
Education
Universtiy of Phoenix 2008 — 2011
BACHELORS, BUSINESS MANAGEMENT
University of Phoenix
Bachelor of Science - Business Management
Ohio National Financial Services June 2014 - Present
Invesco Ltd. June 2010 - June 2014
INVESCO AIM March 2007 - June 2010
Evergreen Investments September 2005 - January 2007
Skills
Direct Sales, Wholesaling Investments, Series 7, Series 65, Series 63, Sales desk, Investments, Sales, Marketing, 401k, Mutual Funds, Management, Retirement, Series 6, Retirement Planning, Sales Operations, Sales Management, Financial Advisory, FINRA
Education
Universtiy of Phoenix 2008 — 2011
BACHELORS, BUSINESS MANAGEMENT
University of Phoenix
Bachelor of Science - Business Management
Roslyn (Haynie) Banks Roslyn (Haynie) Banks's Evergreen Investments Experience 2008 - 2010
Job Financial Analyst and IRS Enrolled Agent
Industry Financial Services
Experience
Baylor Scott & White Health Careers February 2015 - Present
H&R Block November 2013 - April 2015
Wells Fargo July 2008 - July 2013
Evergreen Investments 2008 - 2010
Skills
Financial Analysis, Microsoft Excel, Leadership, Management, Financial Reporting, Budgeting, Income Tax, Training, Risk Management, Microsoft Office, Accounting, Analysis, Strategic Planning, Finance, Corporate Finance, Communication, Tax Accounting
Education
University of North Carolina at Charlotte
Master of Accountancy (MAcc), Accounting
The College of William and Mary
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Baylor Scott & White Health Careers February 2015 - Present
H&R Block November 2013 - April 2015
Wells Fargo July 2008 - July 2013
Evergreen Investments 2008 - 2010
Skills
Financial Analysis, Microsoft Excel, Leadership, Management, Financial Reporting, Budgeting, Income Tax, Training, Risk Management, Microsoft Office, Accounting, Analysis, Strategic Planning, Finance, Corporate Finance, Communication, Tax Accounting
Education
University of North Carolina at Charlotte
Master of Accountancy (MAcc), Accounting
The College of William and Mary
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Katherine Odom, CTFA Katherine Odom, CTFA's Evergreen Investments Experience May 2003 - April 2005
Job Wealth Advisor, South State Bank
Industry Banking
Experience
South State Bank August 2015 - Present
First Citizens Bank and Trust Company, Inc. June 2013 - Present
Wells Fargo April 2009 - September 2012
Wells Fargo December 2006 - March 2009
Wells Fargo July 2005 - December 2006
Evergreen Investments May 2003 - April 2005
Skills
Wealth Management, Financial Services, Portfolio Management, Investment Management, Asset Management
Education
University of South Carolina - Darla Moore School of Business 1997 — 2001
BS in Business Administration, Marketing and Management
South State Bank August 2015 - Present
First Citizens Bank and Trust Company, Inc. June 2013 - Present
Wells Fargo April 2009 - September 2012
Wells Fargo December 2006 - March 2009
Wells Fargo July 2005 - December 2006
Evergreen Investments May 2003 - April 2005
Skills
Wealth Management, Financial Services, Portfolio Management, Investment Management, Asset Management
Education
University of South Carolina - Darla Moore School of Business 1997 — 2001
BS in Business Administration, Marketing and Management
Nora Mankaryos Thomas Nora Mankaryos Thomas's Evergreen Investments Experience October 2003 - November 2009
Job Consultant
Industry Executive Office
Experience
Financial Institute / Investments May 2010 - Present
Evergreen Investments October 2003 - November 2009
Banc of America Investments 2000 - 2003
Skills
NASD Series 7 and 66..., Life, Annuity, and..., Series 7, Mutual Funds, Portfolio Management, Fixed Income, Asset Allocation, Investment Management, Investments, Equities, Asset Managment, Series 63, Relationship Management, Financial Services, Alternative Investments, Securities, Wealth Management, Bloomberg, Hedge Funds, Capital Markets, Investment Strategies, Risk Management, Wealth Management..., Retirement Planning, Financial Advisory, Asset Management, Finance
Education
University of North Carolina at Charlotte 1991 — 1995
Bachelor of Arts, Economics, Emphasis in Business Administration
Financial Institute / Investments May 2010 - Present
Evergreen Investments October 2003 - November 2009
Banc of America Investments 2000 - 2003
Skills
NASD Series 7 and 66..., Life, Annuity, and..., Series 7, Mutual Funds, Portfolio Management, Fixed Income, Asset Allocation, Investment Management, Investments, Equities, Asset Managment, Series 63, Relationship Management, Financial Services, Alternative Investments, Securities, Wealth Management, Bloomberg, Hedge Funds, Capital Markets, Investment Strategies, Risk Management, Wealth Management..., Retirement Planning, Financial Advisory, Asset Management, Finance
Education
University of North Carolina at Charlotte 1991 — 1995
Bachelor of Arts, Economics, Emphasis in Business Administration
Dana Witherspoon, MBA Dana Witherspoon, MBA's Evergreen Investments Experience July 2007 - February 2008
Job Financial Consultant
Industry Banking
Experience
Wells Fargo July 2013 - Present
TIAA-CREF July 2011 - July 2013
Wells Fargo February 2008 - October 2010
Evergreen Investments July 2007 - February 2008
Evergreen Investments November 2004 - July 2007
Wachovia, A Wells Fargo Company April 2003 - November 2004
Wachovia, A Wells Fargo Company August 2002 - April 2003
Wachovia August 1998 - August 2002
GENERAL ELECTRIC - LIGHTING August 1997 - December 1997
Skills
Access, Account Reconciliation, Accounting, Analysis, Finance, Forecasting, Process Improvement
Education
University of Phoenix 2007 — 2008
Masters, Business Administration
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
Bachelor of Science, Business Administration; Management
Wells Fargo July 2013 - Present
TIAA-CREF July 2011 - July 2013
Wells Fargo February 2008 - October 2010
Evergreen Investments July 2007 - February 2008
Evergreen Investments November 2004 - July 2007
Wachovia, A Wells Fargo Company April 2003 - November 2004
Wachovia, A Wells Fargo Company August 2002 - April 2003
Wachovia August 1998 - August 2002
GENERAL ELECTRIC - LIGHTING August 1997 - December 1997
Skills
Access, Account Reconciliation, Accounting, Analysis, Finance, Forecasting, Process Improvement
Education
University of Phoenix 2007 — 2008
Masters, Business Administration
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
Bachelor of Science, Business Administration; Management
Balaam T. Elliott III Balaam T. Elliott III's Evergreen Investments Experience April 2002 - April 2008
Job Financial Services Professional
Industry Financial Services
Experience
Evergreen Investments April 2002 - April 2008
Banc of America Capital Management June 1995 - March 2002
NationsBank June 1993 - May 1995
United Carolina Bank June 1988 - May 1990
Skills
Investment Strategies, Equities, Investments, Financial Services, Client Service Oriented, New Business Development, Investment Management, Business Strategy, Portfolio Management, Banking, Equity Derivatives, Back Office, Financial Analysis, Mergers & Acquisitions, Mutual Funds, Business Development, Strategy
Education
University of Wisconsin-Madison - School of Business 1990 — 1992
MBA, Finance
University of North Carolina at Greensboro 1983 — 1988
BS, Finance
Evergreen Investments April 2002 - April 2008
Banc of America Capital Management June 1995 - March 2002
NationsBank June 1993 - May 1995
United Carolina Bank June 1988 - May 1990
Skills
Investment Strategies, Equities, Investments, Financial Services, Client Service Oriented, New Business Development, Investment Management, Business Strategy, Portfolio Management, Banking, Equity Derivatives, Back Office, Financial Analysis, Mergers & Acquisitions, Mutual Funds, Business Development, Strategy
Education
University of Wisconsin-Madison - School of Business 1990 — 1992
MBA, Finance
University of North Carolina at Greensboro 1983 — 1988
BS, Finance
Eric Ohlson Eric Ohlson's Evergreen Investments Experience 2003 - 2005
Job Senior Information Technology Executive
Industry Information Technology and Services
Experience
Forsythe June 2012 - Present
Data Intensity June 2011 - June 2012
Automatic Data Processing August 2005 - July 2010
Evergreen investments 2003 - 2005
Manulife Financial / John Hancock 2000 - 2003
State Street 1998 - 2000
Fidelity Investments 1995 - 1997
Skills
Program Management, Strategic Planning, SaaS, Business Continuity, E-commerce, Crisis Management, Hosted Services, Vendor Management, ITIL, Business Intelligence, Process Improvement, Vendor Relations, Outsourcing, Team Building, PMP, Business Analysis, Process Engineering, IT Strategy, Integration, Change Management, Disaster Recovery, Operations Management, IT Governance, Compliance, Mentoring, Customer Relations, SharePoint, ERP, Business Strategy, Data Center, SDLC, Architecture, SQL, Business Management, Virtualization, Strategy, PMO, Project Portfolio..., Project Management, Business Process..., Leadership, Risk Management, Information Technology, Enterprise Architecture, Agile Methodologies, IT Management, Cloud Computing, Project Planning, Enterprise Software, Management
Education
University of Northern Colorado 1986 — 1991
SUFFOLK UNIVERSITY Sawyer School of Management
Forsythe June 2012 - Present
Data Intensity June 2011 - June 2012
Automatic Data Processing August 2005 - July 2010
Evergreen investments 2003 - 2005
Manulife Financial / John Hancock 2000 - 2003
State Street 1998 - 2000
Fidelity Investments 1995 - 1997
Skills
Program Management, Strategic Planning, SaaS, Business Continuity, E-commerce, Crisis Management, Hosted Services, Vendor Management, ITIL, Business Intelligence, Process Improvement, Vendor Relations, Outsourcing, Team Building, PMP, Business Analysis, Process Engineering, IT Strategy, Integration, Change Management, Disaster Recovery, Operations Management, IT Governance, Compliance, Mentoring, Customer Relations, SharePoint, ERP, Business Strategy, Data Center, SDLC, Architecture, SQL, Business Management, Virtualization, Strategy, PMO, Project Portfolio..., Project Management, Business Process..., Leadership, Risk Management, Information Technology, Enterprise Architecture, Agile Methodologies, IT Management, Cloud Computing, Project Planning, Enterprise Software, Management
Education
University of Northern Colorado 1986 — 1991
SUFFOLK UNIVERSITY Sawyer School of Management
Kevin Waldeck Kevin Waldeck's Evergreen Investments Experience October 2004 - June 2009
Job Executive Director at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management September 2010 - Present
Wells Capital Management June 2009 - September 2010
Evergreen Investments October 2004 - June 2009
SEI Investments September 1997 - October 2004
Wells Fargo Bank September 1992 - September 1997
Phoenix Leasing September 1990 - September 1992
Skills
Mutual Funds, Fixed Income, Asset Management, Series 7, Investments
Education
University of Southern California 1983 — 1987
BS, Business Admin. - Finance, Investments, Real Estate
Morgan Stanley Investment Management September 2010 - Present
Wells Capital Management June 2009 - September 2010
Evergreen Investments October 2004 - June 2009
SEI Investments September 1997 - October 2004
Wells Fargo Bank September 1992 - September 1997
Phoenix Leasing September 1990 - September 1992
Skills
Mutual Funds, Fixed Income, Asset Management, Series 7, Investments
Education
University of Southern California 1983 — 1987
BS, Business Admin. - Finance, Investments, Real Estate
Marcia L. Mohler's Evergreen Investments Experience May 2006 - July 2007
Job Regional Sales Consultant at Beaumont Capital Management (BCM)
Industry Investment Management
Experience
Beaumont Capital Management (BCM) September 2014 - Present
Trust Company of the West 2014 - 2015
Tocqueville Asset Management February 2012 - September 2013
Bradford & Marzec, LLC June 2009 - October 2010
Evergreen Investments May 2006 - July 2007
GE/Genworth Financial November 2003 - June 2005
AllianceBernstein September 1999 - August 2003
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Series 7, Investment Advisory, Investments, Hedge Funds, Fixed Income, Investment Strategies, Separately Managed..., Asset Managment, ETFs, Wealth Management, Series 63, Series 65, Dual Contract, National Accounts, Selling Agreement, Fusion Presentation...
Education
University of Phoenix
BSBA, Finance
University of Pennsylvania - The Wharton School
CIMA candidate - currently studying
University of Southern California
Beaumont Capital Management (BCM) September 2014 - Present
Trust Company of the West 2014 - 2015
Tocqueville Asset Management February 2012 - September 2013
Bradford & Marzec, LLC June 2009 - October 2010
Evergreen Investments May 2006 - July 2007
GE/Genworth Financial November 2003 - June 2005
AllianceBernstein September 1999 - August 2003
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Series 7, Investment Advisory, Investments, Hedge Funds, Fixed Income, Investment Strategies, Separately Managed..., Asset Managment, ETFs, Wealth Management, Series 63, Series 65, Dual Contract, National Accounts, Selling Agreement, Fusion Presentation...
Education
University of Phoenix
BSBA, Finance
University of Pennsylvania - The Wharton School
CIMA candidate - currently studying
University of Southern California
Ed Fiorillo Ed Fiorillo's Evergreen Investments Experience May 2001 - March 2003
Job VP, Senior Project Manager at Bank of America
Industry Financial Services
Experience
Bank of America March 2003 - Present
Evergreen Investments May 2001 - March 2003
First Union National Bank March 1998 - May 2001
Manning & Napier Advisors, Inc. December 1989 - February 1998
Education
University of Rochester 1985 — 1989
BA, Economics
Bank of America March 2003 - Present
Evergreen Investments May 2001 - March 2003
First Union National Bank March 1998 - May 2001
Manning & Napier Advisors, Inc. December 1989 - February 1998
Education
University of Rochester 1985 — 1989
BA, Economics
Brian McInis Brian McInis's Evergreen Investments Experience May 2006 - July 2007
Job Vice President External Sales with Federated Securities Corp
Industry Financial Services
Experience
Federated Investors July 2007 - Present
Evergreen Investments May 2006 - July 2007
Putnam Investments February 1997 - March 2006
Skills
Series 7, Mutual Funds, Alternative Investments, Annuities, Series 66, Wealth Management, Series 6, Asset Management, Asset Allocation, 401k, Financial Services, Investments, Series 63, Fixed Annuities, Uniform Combined State...
Education
University of Pennsylvania 2013 — 2015
Securities Industry Institute - SIFMA Program, Wharton Business School
Fitchburg State University 1992 — 1994
BS, Economics
Saint Anselm College 1989 — 1991
Engineering Major, Economics
Federated Investors July 2007 - Present
Evergreen Investments May 2006 - July 2007
Putnam Investments February 1997 - March 2006
Skills
Series 7, Mutual Funds, Alternative Investments, Annuities, Series 66, Wealth Management, Series 6, Asset Management, Asset Allocation, 401k, Financial Services, Investments, Series 63, Fixed Annuities, Uniform Combined State...
Education
University of Pennsylvania 2013 — 2015
Securities Industry Institute - SIFMA Program, Wharton Business School
Fitchburg State University 1992 — 1994
BS, Economics
Saint Anselm College 1989 — 1991
Engineering Major, Economics
James Cornelius James Cornelius's Evergreen Investments Experience 2001 - 2009
Job President, Institutional Banking & Investor Services at UMB Bank
Industry Financial Services
Experience
UMB Bank May 2012 - Present
Capital Advisors Group 2009 - 2011
Evergreen Investments 2001 - 2009
First Union Corporation 1993 - 2001
First Union Corporation 1990 - 1993
Skills
Fixed Income, Investments, Asset Managment, Mutual Funds, Capital Markets, Securities, Series 7, Risk Management, Banking, Cash Management, Investment Management, Series 63, Bloomberg, Treasury Management, Alternative Investments, Asset Management, Corporate Finance, Finance, Investment Strategies, Relationship Management, Sales Management
Education
University of Richmond 1986 — 1990
Bachelor of Science, Finance
UMB Bank May 2012 - Present
Capital Advisors Group 2009 - 2011
Evergreen Investments 2001 - 2009
First Union Corporation 1993 - 2001
First Union Corporation 1990 - 1993
Skills
Fixed Income, Investments, Asset Managment, Mutual Funds, Capital Markets, Securities, Series 7, Risk Management, Banking, Cash Management, Investment Management, Series 63, Bloomberg, Treasury Management, Alternative Investments, Asset Management, Corporate Finance, Finance, Investment Strategies, Relationship Management, Sales Management
Education
University of Richmond 1986 — 1990
Bachelor of Science, Finance
Steven Cruz's Evergreen Investments Experience April 2005 - October 2009
Job Investor Relations at JPMorgan
Industry Financial Services
Experience
JPMorgan February 2014 - Present
JPMorgan July 2013 - January 2014
Wells Capital Management November 2009 - April 2013
Evergreen Investments April 2005 - October 2009
Evergreen Investments July 2002 - April 2005
Skills
Investments, Mutual Funds, Asset Management, Financial Analysis, Accounting, Bloomberg, Equities, Financial Services, Fixed Income, Insurance, Management, Portfolio Management, Relationship Management, Risk Management, Securities, Wealth Management
Education
University of Phoenix 2006 — 2008
Bachelors, Global Business Management
JPMorgan February 2014 - Present
JPMorgan July 2013 - January 2014
Wells Capital Management November 2009 - April 2013
Evergreen Investments April 2005 - October 2009
Evergreen Investments July 2002 - April 2005
Skills
Investments, Mutual Funds, Asset Management, Financial Analysis, Accounting, Bloomberg, Equities, Financial Services, Fixed Income, Insurance, Management, Portfolio Management, Relationship Management, Risk Management, Securities, Wealth Management
Education
University of Phoenix 2006 — 2008
Bachelors, Global Business Management
Christine (Sweet) Bryant's Evergreen Investments Experience January 2002 - August 2007
Job Business Systems Consultant at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management August 2010 - Present
Wells Fargo Wealth Management August 2007 - August 2010
Evergreen Investments January 2002 - August 2007
Skills
Fixed Income, Portfolio Management, Risk Management, Asset Management, Equities, Bloomberg, Securities, Business Analysis, Analysis, Mutual Funds, Investments, Trading, Trading Systems, Back Office
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2008
MBA, Finance
Villanova University 1997 — 2001
Wells Capital Management August 2010 - Present
Wells Fargo Wealth Management August 2007 - August 2010
Evergreen Investments January 2002 - August 2007
Skills
Fixed Income, Portfolio Management, Risk Management, Asset Management, Equities, Bloomberg, Securities, Business Analysis, Analysis, Mutual Funds, Investments, Trading, Trading Systems, Back Office
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2008
MBA, Finance
Villanova University 1997 — 2001
Charles Rosenbury's Evergreen Investments Experience 2002 - 2004
Job Senior Application Designer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2012 - Present
Wells Fargo Bank, Charlotte, NC 2008 - Present
Wachovia 2005 - 2008
Evergreen Investments 2002 - 2004
Skills
Enterprise Architecture, SOA, Application Architecture, SDLC, Agile Methodologies, Tomcat, Requirements Analysis, Solution Architecture, Management, Integration, Java Enterprise Edition, Software Development, Team Building, Software Project..., Analytics, Web Services, Architecture and Design, Service Oriented..., Patterns, Workflow Applications, Messaging, EJB 3.0, HTML, Javascript, REST, RUP, Agile, SQL (Oracle and SQL..., Database Design, Thought Leadership
Education
University of Phoenix 2005 — 2010
BS, Business
Wells Fargo November 2012 - Present
Wells Fargo Bank, Charlotte, NC 2008 - Present
Wachovia 2005 - 2008
Evergreen Investments 2002 - 2004
Skills
Enterprise Architecture, SOA, Application Architecture, SDLC, Agile Methodologies, Tomcat, Requirements Analysis, Solution Architecture, Management, Integration, Java Enterprise Edition, Software Development, Team Building, Software Project..., Analytics, Web Services, Architecture and Design, Service Oriented..., Patterns, Workflow Applications, Messaging, EJB 3.0, HTML, Javascript, REST, RUP, Agile, SQL (Oracle and SQL..., Database Design, Thought Leadership
Education
University of Phoenix 2005 — 2010
BS, Business
Joshua French's Evergreen Investments Experience March 2009 - July 2009
Job VP, Client Relationship Manager
Industry Financial Services
Experience
Merrill Lynch Wealth Management April 2010 - Present
Evergreen Investments March 2009 - July 2009
Bank of America October 2003 - January 2009
Bank of America 2003 - 2007
Bank of America 2003 - 2007
American Express 2002 - 2003
Skills
Series 7, Series 24, FINRA, Call Center, Series 66, Series 4, Series 53
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2002
Bachelor of Science (BS), Finance
Merrill Lynch Wealth Management April 2010 - Present
Evergreen Investments March 2009 - July 2009
Bank of America October 2003 - January 2009
Bank of America 2003 - 2007
Bank of America 2003 - 2007
American Express 2002 - 2003
Skills
Series 7, Series 24, FINRA, Call Center, Series 66, Series 4, Series 53
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2002
Bachelor of Science (BS), Finance
Colin Weise's Evergreen Investments Experience 2004 - 2006
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management July 2014 - Present
State Street 2006 - July 2014
Evergreen Investments 2004 - 2006
SEI 2003 - 2004
SEI 2000 - 2003
Skills
Mutual Funds, Bloomberg, Equities, Fixed Income, Hedge Funds
Education
University of Richmond 1996 — 2000
Morgan Stanley Investment Management July 2014 - Present
State Street 2006 - July 2014
Evergreen Investments 2004 - 2006
SEI 2003 - 2004
SEI 2000 - 2003
Skills
Mutual Funds, Bloomberg, Equities, Fixed Income, Hedge Funds
Education
University of Richmond 1996 — 2000
Sonya Rorie's Evergreen Investments Experience Senior AuditorAEGON1996 - 1999
Job Portfolio Specialist at Evergreen Investments
Industry Banking
Experience
Evergreen Investments Senior AuditorAEGON1996 - 1999
Education
University of North Carolina at Charlotte 1992 — 1996
Evergreen Investments Senior AuditorAEGON1996 - 1999
Education
University of North Carolina at Charlotte 1992 — 1996
Deepakshi Chhabra's Evergreen Investments Experience 2005 - 2006
Job Senior Manager
Industry Financial Services
Experience
Protiviti January 2015 - Present
Protiviti April 2012 - Present
Wells Fargo March 2010 - March 2012
Wachovia, A Wells Fargo Company January 2009 - March 2010
Wachovia November 2006 - December 2008
Evergreen Investments 2005 - 2006
Wachovia 2003 - 2005
Wachovia July 2002 - August 2002
Metasys Technologies June 2002 - July 2002
Skills
Credit Risk, Credit Analysis, Basel II, Credit, Risk Management, Risk Analytics, Risk Analysis, Financial Services, SAS, Analytics, Enterprise Risk..., Financial Risk, Banking, Operational Risk...
Education
University of Oklahoma
Protiviti January 2015 - Present
Protiviti April 2012 - Present
Wells Fargo March 2010 - March 2012
Wachovia, A Wells Fargo Company January 2009 - March 2010
Wachovia November 2006 - December 2008
Evergreen Investments 2005 - 2006
Wachovia 2003 - 2005
Wachovia July 2002 - August 2002
Metasys Technologies June 2002 - July 2002
Skills
Credit Risk, Credit Analysis, Basel II, Credit, Risk Management, Risk Analytics, Risk Analysis, Financial Services, SAS, Analytics, Enterprise Risk..., Financial Risk, Banking, Operational Risk...
Education
University of Oklahoma
Jana Inabinet's Evergreen Investments Experience June 2006 - January 2009
Job WellsCap IT Operational Risk Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Capital Management 2009 - Present
Evergreen Investments June 2006 - January 2009
Wachovia June 2006 - 2007
Education
University of South Carolina - Darla Moore School of Business 2002 — 2006
Bachelor of Science, Finance and Economics
Wells Capital Management 2009 - Present
Evergreen Investments June 2006 - January 2009
Wachovia June 2006 - 2007
Education
University of South Carolina - Darla Moore School of Business 2002 — 2006
Bachelor of Science, Finance and Economics
Randy Mabry's Evergreen Investments Experience 1998 - 2001
Job Vice President of Operations at Capital Management of the Carolinas
Industry Financial Services
Experience
Capital Management of the Carolinas April 2001 - Present
Evergreen Investments 1998 - 2001
Wachovia 1995 - 2001
Skills
Process Improvement, Strategic Planning, Vendor Management, Team Building, Cross-functional Team..., Customer Service, Project Management, Management, Financial Reporting, Financial Analysis, Leadership, Business Analysis, Public Relations, Risk Management, Strategy, Marketing, Negotiation, Budgets, Operations Management, Banking, Forecasting, Team Leadership, Start-ups, Training, Program Management, Account Management, Business Development
Education
University of North Carolina at Charlotte - Belk College of Business 1984 — 1992
BS, Business; Minor in Economics
Capital Management of the Carolinas April 2001 - Present
Evergreen Investments 1998 - 2001
Wachovia 1995 - 2001
Skills
Process Improvement, Strategic Planning, Vendor Management, Team Building, Cross-functional Team..., Customer Service, Project Management, Management, Financial Reporting, Financial Analysis, Leadership, Business Analysis, Public Relations, Risk Management, Strategy, Marketing, Negotiation, Budgets, Operations Management, Banking, Forecasting, Team Leadership, Start-ups, Training, Program Management, Account Management, Business Development
Education
University of North Carolina at Charlotte - Belk College of Business 1984 — 1992
BS, Business; Minor in Economics
Melissa Duller, CIMA®'s Evergreen Investments Experience July 2006 - July 2009
Job Vice President, Investment Research Analyst with Wells Fargo Funds Management Group
Industry Financial Services
Experience
Wells Fargo Funds Management Group 2009 - Present
Evergreen Investments July 2006 - July 2009
Wachovia 2001 - 2006
Skills
Portfolio Management, Asset Management, Investments, Fixed Income, Asset Allocation, Investment Management, Equities, Wealth Management, Investment Strategies, Management, Mutual Funds
Education
Queens University of Charlotte, McColl School of Business
MBA
University of North Carolina at Charlotte
Bachelor of Arts, Finance
Wells Fargo Funds Management Group 2009 - Present
Evergreen Investments July 2006 - July 2009
Wachovia 2001 - 2006
Skills
Portfolio Management, Asset Management, Investments, Fixed Income, Asset Allocation, Investment Management, Equities, Wealth Management, Investment Strategies, Management, Mutual Funds
Education
Queens University of Charlotte, McColl School of Business
MBA
University of North Carolina at Charlotte
Bachelor of Arts, Finance
Daniel Hurley's Evergreen Investments Experience October 2007 - January 2010
Job Regional Director at Wells Fargo Asset Management
Industry Financial Services
Experience
Wells Fargo Asset Management January 2010 - Present
Evergreen Investments October 2007 - January 2010
Evergreen Investments May 2004 - October 2007
Skills
Mutual Funds, Investments, Portfolio Management, Asset Management, Financial Services, Financial Advisory, Leadership, Sales, Marketing Strategy, Sales Management, Series 7, Series 63, Wealth Management, Asset Allocation
Education
University of San Diego 1997 — 2001
BBA, Finance/Marketing
Regis Jesuit High School 1993 — 1997
High School Diploma
Wells Fargo Asset Management January 2010 - Present
Evergreen Investments October 2007 - January 2010
Evergreen Investments May 2004 - October 2007
Skills
Mutual Funds, Investments, Portfolio Management, Asset Management, Financial Services, Financial Advisory, Leadership, Sales, Marketing Strategy, Sales Management, Series 7, Series 63, Wealth Management, Asset Allocation
Education
University of San Diego 1997 — 2001
BBA, Finance/Marketing
Regis Jesuit High School 1993 — 1997
High School Diploma
Eileen Bird's Evergreen Investments Experience February 2008 - January 2010
Job Senior Vice President at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2010 - Present
Evergreen Investments February 2008 - January 2010
Evergreen Investments 2004 - 2009
Bank of America - Nations Funds 1992 - 2002
Stephens Inc. 1997 - 2000
Nations Bank January 1993 - January 1997
Education
University of North Carolina at Charlotte
BA, Human Services
Wilmer E. Shue
Fidelity Investments July 2010 - Present
Evergreen Investments February 2008 - January 2010
Evergreen Investments 2004 - 2009
Bank of America - Nations Funds 1992 - 2002
Stephens Inc. 1997 - 2000
Nations Bank January 1993 - January 1997
Education
University of North Carolina at Charlotte
BA, Human Services
Wilmer E. Shue
Merrick Estes's Evergreen Investments Experience September 2003 - January 2010
Job Branch Manager at E*TRADE
Industry Investment Management
Experience
E*TRADE Financial Corporation September 2015 - Present
TD Ameritrade December 2014 - September 2015
TD Ameritrade April 2013 - December 2014
TD Ameritrade January 2011 - March 2013
TD Ameritrade January 2010 - January 2011
Evergreen Investments September 2003 - January 2010
Evergreen Investments September 2003 - September 2007
DLJdirect-CSFBdirect-Harrisdirect 2000 - 2003
Skills
Investments, Series 7, Series 63, Mutual Funds, Asset Allocation, Series 65, Sales, Financial Services, FINRA, Relationship Management, Alternative Investments, Portfolio Management, Wealth Management, Series 24, Securities, Retirement Planning, Investment Advisory, Uniform Combined State..., IRAs, Sales Management, New Business Development, Retirement, Salesforce.com, Recruiting, Risk Management, ETFs, Investment Strategies, Selling, 401k, Managing Accounts, Sales Coach, Sales Recruitment, Consultative Selling, Managed Accounts, Series 66, Management
Education
University of South Carolina-Columbia 1994 — 1998
International Studies, Economics, Foreign Policy, Minor in Business Administration
E*TRADE Financial Corporation September 2015 - Present
TD Ameritrade December 2014 - September 2015
TD Ameritrade April 2013 - December 2014
TD Ameritrade January 2011 - March 2013
TD Ameritrade January 2010 - January 2011
Evergreen Investments September 2003 - January 2010
Evergreen Investments September 2003 - September 2007
DLJdirect-CSFBdirect-Harrisdirect 2000 - 2003
Skills
Investments, Series 7, Series 63, Mutual Funds, Asset Allocation, Series 65, Sales, Financial Services, FINRA, Relationship Management, Alternative Investments, Portfolio Management, Wealth Management, Series 24, Securities, Retirement Planning, Investment Advisory, Uniform Combined State..., IRAs, Sales Management, New Business Development, Retirement, Salesforce.com, Recruiting, Risk Management, ETFs, Investment Strategies, Selling, 401k, Managing Accounts, Sales Coach, Sales Recruitment, Consultative Selling, Managed Accounts, Series 66, Management
Education
University of South Carolina-Columbia 1994 — 1998
International Studies, Economics, Foreign Policy, Minor in Business Administration
Michael D Harris's Evergreen Investments Experience 2007 - 2009
Job Experienced Financial Services Professional
Industry Investment Management
Experience
KeyBank 2012 - 2015
Evergreen Investments 2007 - 2009
Evergreen Investments 2005 - 2007
Evergreen Investments 2003 - 2005
Evergreen Investments 2000 - 2003
Charlotte Mecklenburg Schools August 1999 - July 2000
Skills
Portfolio Management, Investments, Fixed Income, Analysis, Financial Risk, Bloomberg, Asset Allocation, Equities, Mutual Funds, Risk Management, Access, Banking, Leadership, Treasury Management, Equity Valuation, Management, Trading, Securities, Financial Modeling, Credit Analysis, Wealth Management, Investment Strategies, Economics, Financial Analysis, Investment Management, Bonds, Alternative Investments, Financial Markets, Financial Services, Hedge Funds, Asset Management, Relationship Management, Analytics, Valuation, Credit Risk, Fixed Income Analysis, Quantitative Analytics, Market Research, Operational Risk, Finance, Derivatives
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2010
Master of Science, Economics and Quantitative Finance
Winston-Salem State University 1994 — 1999
BA, History
KeyBank 2012 - 2015
Evergreen Investments 2007 - 2009
Evergreen Investments 2005 - 2007
Evergreen Investments 2003 - 2005
Evergreen Investments 2000 - 2003
Charlotte Mecklenburg Schools August 1999 - July 2000
Skills
Portfolio Management, Investments, Fixed Income, Analysis, Financial Risk, Bloomberg, Asset Allocation, Equities, Mutual Funds, Risk Management, Access, Banking, Leadership, Treasury Management, Equity Valuation, Management, Trading, Securities, Financial Modeling, Credit Analysis, Wealth Management, Investment Strategies, Economics, Financial Analysis, Investment Management, Bonds, Alternative Investments, Financial Markets, Financial Services, Hedge Funds, Asset Management, Relationship Management, Analytics, Valuation, Credit Risk, Fixed Income Analysis, Quantitative Analytics, Market Research, Operational Risk, Finance, Derivatives
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2010
Master of Science, Economics and Quantitative Finance
Winston-Salem State University 1994 — 1999
BA, History
Aaron Gallagher's Evergreen Investments Experience June 2000 - May 2006
Job Assistant Vice President Lead Business Analyst at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank June 2006 - Present
Evergreen Investments June 2000 - May 2006
Evergreen Investments August 1998 - June 2000
Evergreen Investments August 1997 - August 1998
Skills
Requirements Gathering, Project Management, Process Improvement, Integration, Training, Business Process, Team Leadership, Strategic Planning, Leadership
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Technology Management
University of Tampa 1994 — 1997
Bachelor of Science, Business Management
Fifth Third Bank June 2006 - Present
Evergreen Investments June 2000 - May 2006
Evergreen Investments August 1998 - June 2000
Evergreen Investments August 1997 - August 1998
Skills
Requirements Gathering, Project Management, Process Improvement, Integration, Training, Business Process, Team Leadership, Strategic Planning, Leadership
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Technology Management
University of Tampa 1994 — 1997
Bachelor of Science, Business Management
Patti Rice's Evergreen Investments Experience September 2004 - December 2004
Job Banking Professional
Industry Banking
Experience
Bankof America March 2008 - October 2008
Wachovia December 2007 - February 2008
Wachovia February 2006 - December 2006
Evergreen Investments September 2004 - December 2004
Bank of America January 1994 - August 2001
First Union January 1984 - January 1993
Skills
Payments, Private Banking, Liquidity Management, Retail Banking, Negotiation, Strategic Planning, Consumer Lending, Investments, Software Documentation, Business Development, Financial Services, Lines Of Credit, Financial Risk, Interest Rate Risk..., Mergers, Mortgage Lending, SQL, Credit, Loans, Small Business Lending, SWIFT payments, Banking, Oracle, PeopleSoft, Treasury Management, Credit Risk, Leadership, Business Analysis, ACH, Team Leadership, Customer Service, Banking Relationships, Process Improvement, Vendor Management, SDLC, Recruiting, Credit Analysis, Treasury Services, Foreign Exchange, Requirements Analysis, Cash Flow, Project Management, Portfolio Management, Account Management, Commercial Banking, Microsoft Excel, Cash Management, Credit Cards, Data Warehousing, Sales
Education
University of South Carolina - Darla Moore School of Business 1977 — 1981
B. S., Finance
Bankof America March 2008 - October 2008
Wachovia December 2007 - February 2008
Wachovia February 2006 - December 2006
Evergreen Investments September 2004 - December 2004
Bank of America January 1994 - August 2001
First Union January 1984 - January 1993
Skills
Payments, Private Banking, Liquidity Management, Retail Banking, Negotiation, Strategic Planning, Consumer Lending, Investments, Software Documentation, Business Development, Financial Services, Lines Of Credit, Financial Risk, Interest Rate Risk..., Mergers, Mortgage Lending, SQL, Credit, Loans, Small Business Lending, SWIFT payments, Banking, Oracle, PeopleSoft, Treasury Management, Credit Risk, Leadership, Business Analysis, ACH, Team Leadership, Customer Service, Banking Relationships, Process Improvement, Vendor Management, SDLC, Recruiting, Credit Analysis, Treasury Services, Foreign Exchange, Requirements Analysis, Cash Flow, Project Management, Portfolio Management, Account Management, Commercial Banking, Microsoft Excel, Cash Management, Credit Cards, Data Warehousing, Sales
Education
University of South Carolina - Darla Moore School of Business 1977 — 1981
B. S., Finance
Luis Fernando Arocha's Evergreen Investments Experience September 2005 - June 2007
Job Vice President at J.P.Morgan
Industry Financial Services
Experience
J.P. Morgan March 2010 - Present
Skandia Global Funds June 2007 - December 2009
Evergreen Investments September 2005 - June 2007
Vanguard Group June 2001 - September 2005
Education
University of Phoenix 2002 — 2004
Master in Business Administration, Specialization in Global Management
University of South Carolina - Darla Moore School of Business 1997 — 2001
Bachelor of Science in Business Administration, Finance and Management Information Systems
J.P. Morgan March 2010 - Present
Skandia Global Funds June 2007 - December 2009
Evergreen Investments September 2005 - June 2007
Vanguard Group June 2001 - September 2005
Education
University of Phoenix 2002 — 2004
Master in Business Administration, Specialization in Global Management
University of South Carolina - Darla Moore School of Business 1997 — 2001
Bachelor of Science in Business Administration, Finance and Management Information Systems
Lee Bryan's Evergreen Investments Experience June 2006 - Present
Job Fixed Income Portfolio Manager at Evergreen Investments
Industry Financial Services
Experience
Evergreen Investments June 2006 - Present
Skills
Fixed Income, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Investments, Portfolio Management, Series 7, Mutual Funds
Education
University of South Carolina - Darla Moore School of Business 2005 — 2006
IMBA
Wofford College 1998 — 2002
BA, Business Economics
Woodberry Forest School 1994 — 1998
Evergreen Investments June 2006 - Present
Skills
Fixed Income, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Investments, Portfolio Management, Series 7, Mutual Funds
Education
University of South Carolina - Darla Moore School of Business 2005 — 2006
IMBA
Wofford College 1998 — 2002
BA, Business Economics
Woodberry Forest School 1994 — 1998
Ray Pleil's Evergreen Investments Experience January 2003 - December 2009
Job Compliance Consultant at Wells Fargo Asset Management
Industry Investment Management
Experience
Wells Fargo Asset Management January 2010 - Present
Evergreen Investments January 2003 - December 2009
Evergreen Investments February 1997 - December 2002
BNY Mellon July 1993 - January 1997
Skills
Investment Management, Fixed Income, Bloomberg, Portfolio Management, Asset Management, Capital Markets, Equities, Alternative Investments, Mutual Funds, Hedge Funds, Asset Allocation, Wealth Management, Financial Services, Investment Advisory, Investment Strategies, FINRA, Securities, Investments
Education
University of Pittsburgh
Bachelor of Arts (BA), Economics & Business Administration
Wells Fargo Asset Management January 2010 - Present
Evergreen Investments January 2003 - December 2009
Evergreen Investments February 1997 - December 2002
BNY Mellon July 1993 - January 1997
Skills
Investment Management, Fixed Income, Bloomberg, Portfolio Management, Asset Management, Capital Markets, Equities, Alternative Investments, Mutual Funds, Hedge Funds, Asset Allocation, Wealth Management, Financial Services, Investment Advisory, Investment Strategies, FINRA, Securities, Investments
Education
University of Pittsburgh
Bachelor of Arts (BA), Economics & Business Administration
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group